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bvandeusen 67df41ae00 Merge pull request 'feat(rules): the instruction surfaces say to RETRIEVE a rule, not only to receive one (#3523)' (#140) from dev into main
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2026-09-03 22:07:10 -04:00
bvandeusenandClaude Opus 5 30d87e461a feat(rules): the instruction surfaces say to RETRIEVE a rule, not only to receive one (#3523)
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Every instruction surface told a session to load the always-on rules and
stopped there. None said the loaded set is partial, so an empty one read as
"no rule applies" when it only ever meant "none was pushed" — different
claims, and only one of them has been checked.

That is #2198's asymmetry one level in. The earlier defect was trusting the
SessionStart push over the explicit pull; this is trusting the resident TIER
as if it were the whole rulebook.

It is also why the always-on tier was the only one that worked, on any install
rather than this one (rule 115): a rule nothing retrieves must be resident to
bind at all, and a resident rule costs tokens in every session forever — so a
rulebook that only delivers cannot grow past what one session holds.
Retrieval lifts that ceiling, and it fires only if something asks. A
tool-choice reflex asks least of all (#3476, #161).

The same obligation now lands on all three session-start surfaces, because
rule 119 makes them the specification jointly and a surface stating it
differently IS the product behaving differently (#2497). Pinned by
test_every_session_start_surface_states_the_conditional_retrieval, mirroring
the pull test beside it.

THE BUDGET TRADE. _INSTRUCTIONS sat at 1978 against a 2000 test budget, and
its own comment says an addition there is a trade, never an append. Bought the
new clause by trading out "Processes are saved procedures (follow verbatim)"
and "Deletes are trash-recoverable" — both already in DISPLACED_TOPICS and
already stated on a delivered surface, and both per-tool guidance, which by
this block's doctrine belongs in the tool docstring. Now 1976. Recorded in the
comment above the block so it is not silently reversed.

Plugin version minted: shipped plugin content moved.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 21:41:53 -04:00
bvandeusen 0915c48bb0 Merge pull request 'feat(telemetry): tell a ranker decline from a repeat before the observation window opens (#3497)' (#139) from dev into main
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2026-09-03 21:23:01 -04:00
bvandeusenandClaude Opus 5 8be555d6dd feat(telemetry): tell a ranker decline from a repeat before the observation window opens (#3497)
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Making the rule arms log every call exposed a second ambiguity in the same
row. `result_count == 0` is two unrelated events wearing one number:

  - the ranker found nothing above the bar — the only evidence a threshold is
    set too high; and
  - the ranker found only what this session had already been shown — which
    says nothing whatever about the bar.

A long session excludes its way into the second, so the arm reads worse the
longer it runs correctly. Rows written now carry the ambiguity permanently,
which is why this lands before any watch period rather than after.

`retrieval_logs.suppressed_count` (0095, nullable) holds what the caller
dropped as already-shown. Both rule arms report it; they filter in Python and
always know. The note arms pass exclusions INTO semantic_search_notes and
never see what was dropped, so they store NULL.

THE NULL IS LOAD-BEARING. It means "not measured here", and the readout
renders it as `suppression: null` rather than a zeroed dict. Defaulting to 0
would let an unmeasured surface read as a perfectly clean one — the same
substitution of an artifact for a measurement that #3311 made. No backfill,
for the same reason: existing rows genuinely do not know.

`retrieval_telemetry`'s `sources` gains `suppression` with `measured_calls`,
`calls_with_suppression` and `zero_because_already_shown`; subtract the last
from `zero_result_calls` for the true ranker declines. The MCP tool docstring
says to read the two together and warns against reading the null as a zero.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 21:12:38 -04:00
bvandeusen aea7b63b62 Merge pull request 'fix(telemetry): both rule arms logged only their hits, so the clear-rate could only read 100% (#3497)' (#138) from dev into main
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2026-09-03 07:19:08 -04:00
bvandeusenandClaude Opus 5 48804c437d fix(tests): the write-path telemetry test asserted the defect, not the split (#3497)
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`assert_called_once` held only because the rule arm skipped its retrieval_logs
row when it found nothing. With the arm logging every call, the test now
asserts what it was always about — exactly one `write_path` row, no
`auto_inject`, and the rule arm keeping its own separate source.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 06:59:52 -04:00
bvandeusenandClaude Opus 5 154a5de13e fix(telemetry): both rule arms logged only their hits, so the clear-rate could only read 100% (#3497)
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`write_path_rule` reported `zero_result_calls: 0` and `cleared_threshold:
133/133` — a perfect record no other surface comes near (`write_path` 421
zeroes of 613, `reuse_slot` 124/199, `auto_inject` 114/326). #3311 read that
as a measurement and milestone 333 was scoped on it.

It was an artifact. Both arms called `record_retrieval` inside a guard on
having results — the write-path arm behind `if fresh:`, the pre-tool arm
below `if not fresh: return out` — so a call that found nothing wrote no row.
The statistic was a fact about the shape of the code, true at any threshold
whatsoever.

The call log moves out of the guard in both arms. The surfacing log stays in
it: nothing was shown, so no surfacing occurred. `results=fresh` is kept
deliberately — the note arms pass exclusions into `semantic_search_notes`, so
what they log is already post-exclusion, and logging `hits` here would make
this row mean something other than every other row in the same readout.

The defect bites hardest on the pre-tool arm, which fires on every Bash call:
with no rows at all, a ranker that declined is indistinguishable from a hook
that never fired — the silent failure the arm exists to stop.

Tests cover both arms behaviourally (found nothing; found only what the
session already held; searched nothing at all, which must stay silent) plus a
structural guard, because this was one level of indentation and it appeared
independently in two places.

#3311 and the `rule_usage` docstring corrected rather than quietly rewritten.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-03 06:57:13 -04:00
bvandeusen 5b02908dfd dev → main: rules become measurable at the preload, and retrievable at the tool call (#137)
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2026-09-02 23:41:09 -04:00
bvandeusenandClaude Opus 5 2ee24b9d2b feat(rules): rules before tools — a PreToolUse arm keyed on the action (#3476)
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The only just-in-time rule surface was registered on `Write|Edit` and queried
with `code or path`, so a rule could be retrieved at the moment of a code
write and nowhere else. Every rule about which tool to reach for — don't curl
the forge, don't stand up a stack, don't run the suite locally, don't branch —
was unreachable exactly when it mattered, and residency in the always-on
preload was the only surface it had. That is the pressure that grew the
resident set to 31 against #3089's ceiling of ~23; it was never a judgment
anybody made.

A reflex generates no query, so an instruction to check the rules cannot catch
one. A mechanical trigger can: the tool call IS the query, and a reflex has to
become a tool call before it can do anything.

`build_tool_rule_hint` is deliberately tool-agnostic — a name and a string —
so widening the matcher later is a hooks.json edit with no server change. The
hook starts on Bash, which is where the action reflexes live.

The two pre-tool arms share ONE session ledger of already-named rules
(`<state>/<sid>.rules.ids`). Two ledgers would mean a rule named by one arm
gets re-offered by the other, and the hint that fires most often is exactly
the one that must not repeat itself. A test asserts both scripts build the
same path, and another checks the shell hook and the Python route agree on
every query-arg name (rule 33) — a rename there fails silently, looking like
a surface that never finds anything rather than a broken one.

Deliberately silent on outage, unlike the prior-art hook: a write is
occasional, a Bash call is not, and an outage line before every command is
what gets a channel muted.

`tier="conditional"` matches the write arm and is the transition point — an
always-on rule is already resident, so re-tier one and it starts arriving here
instead of in every session's preamble. `pre_tool_rule` joins RANKED_SOURCES:
this arm chose what it showed, so a pull can settle whether the choice landed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_011cPyzNnegXHr5iRMzzy5KJ
2026-09-02 23:31:22 -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
bvandeusen 34cd389371 dev → main: rule usage telemetry, the plugin's derived version (#136)
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2026-09-02 18:52:20 -04:00
bvandeusenandClaude Opus 5 6627cfc2f0 feat(rules): a usage badge on the rule list, and the badge becomes canon instead of a second copy (#3319)
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Milestone 333 step 5, and rule 27 — the counter had a tuning point from step
4 and no operator-facing one until now.

The task said to reuse the snippet badge's classes rather than mint a parallel
set, citing the eight duplicated CSS families the ledger already carries
(#3207). `.usage-tag` lived in SnippetListView's SCOPED block, so "reuse" was
not available: copying it into the rule pane would have been the ninth family,
and importing it is not a thing a scoped block permits. So it was promoted
rather than copied.

Three pieces, each of which existed once and now exists once:

- `components.css` gains `.usage-tag` / `.usage-dead`, geometry and colour
  only, with the scoped original deleted rather than left behind.
- `UsageBadge.vue` holds the logic the two lists would otherwise duplicate —
  the >=3 dead-weight threshold, the empty-string-renders-nothing rule, the
  tooltip.
- `types/usage.ts` holds `RecordUsage`, one client type over two tables.
  `SnippetUsage` becomes an alias, so no existing consumer changes.

THE ADVICE IS A PROP, and that is the substance rather than the plumbing. The
counts read identically for every kind; the remedy does not. A snippet offered
and never opened should probably be rewritten or deleted — one action. A rule
in the same position has TWO possible causes and the operator has to pick:
its trigger may fire on the wrong work, in which case `when_to_apply` wants
rewording, or it may genuinely not be wanted. Baking "delete it" into the
component would give the wrong nudge half the time on the surface where being
wrong is most expensive, since a deleted rule stops binding behaviour.

The route zero-fills every row through `usage_for_rules`, one aggregate per
page — per-row would be N+1 by construction. That matters more here than for
snippets: every rule on every existing install predates `rule_usage_events`,
so the zero-filled shape IS the common case for a while, and a route that
attached the key only where it found events would leave the badge reading
undefined on almost every row.

`usage_for_rules` had no test at all — step 1 covered the write path and the
zero shape and left the aggregate uncovered, which only became load-bearing
when a list started rendering it. It now has an integration test over real
Postgres, including that a rule with no events comes back zero-filled rather
than absent.

Recorded as snippet #3460, per the design system's own instruction that the
component layer lives as snippets rather than as prose.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 18:37:55 -04:00
bvandeusenandClaude Opus 5 238510080e feat(retrieval): the standing-rule arm gets its own bar, and asks for one rule not two (#3318)
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Milestone 333 step 4 — the split #2223 made one surface down, now made for the
third corpus. The arm inherited WRITEPATH_DEFAULT_THRESHOLD = 0.68, a number
measured against code-vs-note-PROSE and never re-derived for code-vs-RULE-TEXT.

THE DEFAULT IS ARGUED STRUCTURALLY, NOT READ OFF A HISTOGRAM (rule 115). Two
facts hold on any install, including one with six rules and no telemetry:

- The eligible corpus is tiny — conditional rules only, a handful to a few
  dozen against thousands of notes. A top-k over forty candidates always
  returns something, so "the best match cleared the bar" stops meaning "a good
  match exists". A bar calibrated for best-of-thousands is cleared by
  best-of-forty as arithmetic, not relevance.
- Rules are short imperative technical English, far more homogeneous than note
  prose. #2223 put the code-vs-prose floor at 0.55-0.63 and set 0.68 above it;
  a more homogeneous corpus has a HIGHER floor, so 0.68 is not merely
  inherited, it sits below where this corpus's noise lives.

0.72 errs deliberately toward silence on an asymmetry that is also structural:
this hint fires on EVERY write. A missed rule is recoverable — it is still in
Scribe and the agent can search it. A hint that cries wolf is not: it teaches
the reader to skip the whole block, and the true positives go with it. The
arm's own comment already said "noise on a hint that fires on every write is
how a hint gets ignored".

Pinned as an INEQUALITY, not a value: test_the_rule_bar_defaults_above_the_code_bar
asserts RULEHINT > WRITEPATH, so tuning the number stays free while inverting
the relationship — which would silently reinstate #3311 — does not.

RULEHINT_LIMIT = 1, and deliberately not a knob. With a corpus this small, k=2
means the second line is almost always the second-best noise wearing the same
confident framing as the first; halving k halves that regardless of the bar.
It stays a constant because it is a decision about how loud one hint may be,
not a per-install tuning question — and a knob nobody turns only adds a way to
misconfigure the surface.

Reachable from Settings, no restart (rule 25), with copy that says which way to
move it and points at retrieval_telemetry's rule pull-through — which step 3
made readable — to tell "arriving unread" from "never arrived".

Every config stand-in in the suite gained the key, not just the one that
noticed. The arm reads `rule_threshold` while BUILDING its search arguments, so
a missing key raises inside its fail-open except and turns the arm into a
silent no-op — indistinguishable from it running and finding nothing. That is
the same vacuous-pass shape that bit step 2, one layer down (rule 33).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 18:05:00 -04:00
bvandeusenandClaude Opus 5 8901c904a9 feat(telemetry): retrieval_telemetry reports rule pull-through where it reported nothing (#3317)
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Milestone 333 step 3, the read half. Steps 1 and 2 built the table and filled
it; until now nothing read it, and `usage` — sourced entirely from
note_usage_events — described notes only while `sources` happily listed a
write_path_rule row above it. A reader takes the aggregate as covering
everything named above it. It did not.

A SEPARATE `rule_usage` BLOCK, not folded into `usage`. Two reasons, and the
second is the one that bites: the corpora differ by orders of magnitude, so a
blended ratio would be the note ratio with noise on it and the rule arm would
stay invisible inside it; and `usage` is what existing callers already read and
compare across windows, so silently changing what it counts would move a number
nobody was told had changed meaning. There is a test asserting rule events stay
out of the note block.

No `ambient` key, unlike the twin. Nothing surfaces a rule un-ranked —
list_always_on_rules and enter_project hand rules over wholesale but emit no
event — so there is no ambient class to subtract. The absence is a fact about
the data, not an oversight, and it returns when a bulk loader starts emitting.

Guarded separately, like `by_source`. This table did not exist a commit ago,
and an instance running upgraded code against un-migrated schema would
otherwise take down two readouts that work perfectly in order to report a third
that cannot. On failure the FLAG is added and the SHAPE is kept — a caller must
not have to choose between crashing on a missing key and quietly rendering
zeros it has no right to.

`pull_through` is None rather than 0.0 on an empty window, matching the note
block. A ratio of zero asserts "rules were shown and none opened"; with an
empty numerator and denominator that is a claim the data does not support, and
it is the reading that would make a brand-new install look like a broken one.

Also fixed, from #3311: the rule arm never timed its search, so it was the one
source in the readout reporting a null p90_duration_ms — a gap that reads as
"this surface is somehow not measurable" rather than "nobody passed the
number".

Both docstrings updated in the same change. The tool's is the agent-facing
contract (rule 119) and it explicitly said rule surfacings were absent and had
"no usage counter at all". Leaving that would have had a reader conclude the
arm has zero pull-through rather than a separate one.

Tests are integration for the reason the block above them is: real GROUP BYs
and count(distinct) against a table a commit old, in a module whose one
production outage was a SQL shape the database rejected inside a broad except.
A mock would agree with whatever the code does, including nothing.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 17:25:11 -04:00
bvandeusenandClaude Opus 5 70761b16d9 test(telemetry): the rule-arm fixture never reached the arm — it returned at the guard (#3316)
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The product code was right; the test was wrong, and wrong in a way that made
two assertions fail and two others pass vacuously.

`build_write_path_hint` returns early when a write matched nothing at all — no
staleness, no synced record, no prior-art menu, no shape signal. The rule arm
sits deliberately on the FAR side of that guard, because it runs a semantic
search and hoisting it would mean an embedding query on every write in the
session. My fixture stubbed every other arm to empty, so it hit the early
return and the rule arm never ran: `record_rule_surfaced` was called zero
times, and "the recorder was not called" is also what two of the four tests
were asserting for their own reasons.

The fixture now supplies one prior-art hit — 0.72 against a 0.6 threshold, so
it clears the band and the top_k slice — with a comment saying the hit is the
arm's precondition rather than scenery.

And the gate got its own test, because the fixture now depends on it: a write
matching nothing must NOT reach the arm. Without that, a future change to the
guard would make every assertion in this file pass without exercising
anything. #3311 is explicit that the gate stays until the arm's precision is
fixed, so the test says to go read that issue rather than update the
assertion.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 17:17:59 -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 111eef7e30 fix(telemetry): the user-scoped rule_usage export read _rule_ids before it existed (#3315)
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Ruff F821, twice, on the same two lines. The query was placed next to its
note-usage counterpart — which reads `note_ids`, defined much earlier — while
`_rule_ids` is not built until forty lines further down, beside the rules
themselves. Moved to sit directly after the `rule_versions` query, which is the
other consumer of that variable and the block whose scoping argument this one
restates.

Worth noting what did NOT catch this. The integration round-trip passed on the
same commit: it drives `restore_full_backup` against a hand-built payload, so
it exercises the import side and the full export, and never calls
`export_user_backup` at all. A per-user export of any account owning a rule
would have raised NameError at runtime. The lint lane found it because a
static check does not need the path to be reachable by a test.

The comment moved with it and got sharper, since the hazard is that the
plausible column is the wrong one: `user_id` on a usage row is whoever the arm
fired FOR, not who owns the rule, so scoping a per-user export by it would
carry this user's surfacings of someone else's rule and drop the ones fired for
someone else on theirs.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 16:56:54 -04:00
bvandeusenandClaude Opus 5 8826be7a91 feat(telemetry): rule_usage_events — the table, the service, and a restore that maps rule ids through the rule map (#3315)
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Milestone 333 step 1. The write-path standing-rule arm is the only retrieval
surface in Scribe whose usefulness cannot be observed — and, not
coincidentally, the only one that has never declined to fire. 296 calls, zero
zero-result, 100% clearing its threshold, while every other surface declines
most of the time (#3311, and re-measured in note #3430). `retrieval_logs`
gives it scores; scores say what the ranker thought, never whether the hint
landed.

WHY A SIBLING TABLE AND NOT A COLUMN ON note_usage_events. The row carries no
note-specific field and the readout is the same shape, which is the strongest
case for sharing that note #3163 admits. What decides against it is identity at
RESTORE: the note importer maps note_id through note_id_map, so a rule id
parked in that column comes back attached to whatever note holds that number in
the target database. Not dropped — reattached. The restore reports success, the
counters are populated, and every one is about the wrong record, with no other
field to disagree with. rule_versions made the same call for the same reason;
this is the third rule-side sibling and it reads like the first two.

FK-free on rule_id and user_id, matching note_usage_events / retrieval_logs /
app_logs, and deliberately unlike rule_versions. A version belongs to a rule's
history and dies with it; telemetry outlives what it describes. Deleting a rule
must not erase the evidence that it was surfaced forty times and opened never,
because that evidence is the case for having deleted it.

The service uses `background.spawn` rather than a third copy of the
strong-reference dance — that module's own docstring says new callers should,
and a fourth copy is how one of them drifts. The AppLog canary #2663 demands is
kept, and since `rule_usage` needed exactly `note_usage`'s semantics, that
canary moved into `background.report_telemetry_failure` and note_usage now
calls it. `retrieval_telemetry` deliberately keeps its own: its canary is a
different shape (one process-wide flag, no AppLog row), so repointing it would
change behaviour rather than consolidate it.

No ambient bucket, and that is a decision. The note twin splits ranked from
ambient surfacings because enter_project and the skill sync deliver records
without choosing them (#2477). Rules have the same problem waiting —
list_always_on_rules loads them wholesale — but nothing emits here yet, so an
empty AMBIENT_SOURCES would be machinery pretending to a distinction the data
does not contain. `source` stays granular, so the split stays a readout-level
change needing no migration.

Backup carries it (v14). The round-trip test seeds a NOTE alongside the rule so
the target database has a note id to collide with — without that decoy, a
restore running rule ids through the wrong map would merely drop them and the
test would pass by absence, rather than failing on the populated-and-wrong
result that is the actual hazard.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 16:55:22 -04:00
bvandeusenandClaude Opus 5 e029a7db64 fix(frontend): every request carries a deadline, and expiry arrives as an error callers already handle (#3412)
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Rule 156, across the whole client. `apiGet`, `apiPost`, `apiPut`, `apiPatch`
and `apiDelete` each called bare `fetch`, whose default is to wait as long as
the browser will — not a long timeout but the absence of one. The only
AbortController in the frontend belonged to the SSE stream and was for
cancellation. So every request in the app could hang forever, and there is no
state a surface can render for "pending forever" that is not a lie: the
spinner that never resolves looks exactly like work still in progress.

Found while building the version readout (#3329), which had to tell "the fetch
failed" apart from "still loading" and could not.

ONE REQUEST PATH. The five verbs were near-identical bodies; they now delegate
to a single `request()` that owns the deadline, so a sixth verb cannot be added
without one. 30s by default — long enough to clear a cold embedding call and a
list view under pool contention (#2384), so tripping it means something is
wrong rather than merely busy. Overridable per call via `timeoutMs`.

EXPIRY IS AN ApiError, which is the half of rule 156 that is easy to skip. A
raw `DOMException: TimeoutError` reaches `apiErrorMessage(e, fallback)` as an
object with no `body`, so all ~330 existing catch sites would have printed
their generic fallback and the timeout would have been invisible in exactly
the situation it exists to expose. Rethrown as `ApiError` with a 408 — a status
no Scribe route returns, so it unambiguously means the client gave up — every
one of those call sites now reports it correctly, untouched.

Only TimeoutError is converted. A deliberate cancellation aborts with
AbortError and passes through: a caller that cancelled its own request does not
want that surfaced as a server failure. Pinned by a test, because collapsing
the two is the obvious "simplification".

STREAMS RELOCATE THE DEADLINE RATHER THAN ESCAPING IT. A wall-clock timeout
would kill a long-lived SSE connection mid-flight, but two different waits are
involved and only one of them is the stream: the CONNECT can fail to answer and
now carries a 15s deadline, cleared the moment headers arrive; the BODY stays
unbounded on purpose, since its failure mode is going quiet, which a timeout
cannot distinguish from being idle — that is what reconnection and
Last-Event-ID are for. Reading the connect as exempt because "the stream is
long-lived" leaves an unreachable server looking like a quiet one.

BULK TRANSFERS get their own value, not the default. Backup, notes export and
admin restore walk the whole store and 30s would cut them off mid-work; they
carry 10 minutes. Bounded, not unbounded — rule 156 asks for a deadline, not a
short one, and no ceiling at all is what leaves a restore that died
server-side spinning forever.

Four source-inspection guards in the unit lane (no frontend test runner): no
bare fetch anywhere; the default is actually applied — pinning the specific
regression, since #3329's opt-in shape would pass every other check while
leaving 330 callers unbounded; expiry converts to ApiError; and cancellation
does not.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 14:59:41 -04:00
bvandeusenandClaude Opus 5 9bb59b73ba feat(frontend): the app says what it is running, and says so honestly when it cannot find out (#3329)
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#3127 checklist 12, plus rule 27 — a capability with no surface the operator
can touch is not shipped.

The step was planned on the premise that nothing read `/api/version`. Two
things did, and the state was worse than nothing:

- `App.vue` fetched it, wrote `version` into a ref initialised to the literal
  `"dev"`, and swallowed the error. An instance that could not answer rendered
  EXACTLY what a healthy local build renders. That is checklist 12's named
  failure — a blank standing in for `unknown` — in the one readout whose whole
  job is to say what is running, and it would have made #3298's debugging
  session no cheaper.
- `SettingsView.vue` fetched the same endpoint again on every mount and wrote
  the result into a local ref no template ever read. A duplicate request whose
  answer was discarded.

So this is not "add a readout"; it is "make the existing one honest, and give
it the three fields nobody could see."

The readout — Settings → Config, first section, beside the other "what is this
instance doing" facts. Three states kept apart, because collapsing any two of
them is the defect:

  not asked yet (tab unopened)   nothing
  answered                       the values, each ABSENT field as "unknown"
  the fetch itself failed        its own message, with a retry

`version` and `channel` prominent, `commit` in full with a copy button so it
can be pasted into a `:sha` lookup (rule 145 — the registry's identity and the
artifact's own must be checkable against each other), `build` kept because its
ABSENCE is the diagnostic part: no ordering key means this build is not in any
update order, which is what a local or hand-built image looks like.

Absence, not falsiness. The payload omits what it does not know rather than
sending `""` or `0` (see `build_version_payload`), so the renderer uses `??`
throughout — `build` is a number and `0` is a legitimate ordering key, which
`||` would report as unknown. `tests/test_version_readout.py` pins that
operator specifically, along with the "no plausible default" property, because
`||` is the form a person reaches for by habit.

Rule 156 — the fetch carries a deadline. This readout is consulted when an
instance is misbehaving, which is exactly when it may never answer; without one
the surface sits on "still loading" forever, which is the same blank arrived at
from the other direction. `apiGet` gains an OPT-IN `timeoutMs` rather than a
default, so no existing call site's behaviour moves. Every other call in the
client still has no deadline — reported separately, not fixed here.

No frontend test runner exists, so verification is the typecheck lane plus four
source-inspection guards in the unit lane, each pinning one property.

Also folded in: `plugin/README.md` now leads with the mint script and offers
`make` second, since `make` is not installed on every workstation.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 11:23:43 -04:00
bvandeusenandClaude Opus 5 f5a3643da8 refactor(plugin): retire what the hand-bump scheme left behind — the README that taught it, the floor test, the stale rationale (#3328)
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#3127 checklist 19. The step's own deletion list turned out to be largely
spent: `check_version_bump()` came out with #3327, and the machinery the step
expected to delete alongside it is load-bearing for its replacement.

`manifest_version(ref=…)`, `--base`, `--no-version` and the `origin/main`
resolve path all STAY. Derivation makes the value right; it does not make the
comparison unnecessary. `check_version_is_minted` still has to ask "did the
version move when the shipped content did?", and that is a base-branch
question no matter who chose the number. The step was planned before #3327
landed, when the assumption was that these died with the guard.

What was actually still standing, all of it teaching or asserting the retired
scheme:

- `plugin/README.md` told the reader to "set a `version` bump per release."
  A shipped file, instructing the exact act the mint replaced — this is how a
  deleted control gets re-added by someone following the docs. Now says not to
  hand-edit the field, names `make mint-plugin`, and says what a forgotten
  mint costs. (`make` is not installed on every workstation, so the direct
  script invocation is given too.)
- `test_plugin_version_bumped_with_the_hook` asserted `version >= (0,1,31)`
  as a tuple of ints. Under a minted value it passes vacuously — every date
  clears a floor of 0.1.31 — and `int("0415")` silently eats the padding the
  format exists to keep. Superseded by
  `test_the_shipped_manifest_carries_a_minted_version`, which asserts the
  canonical shape instead of an ordering the comparator does not perform.
  Removed whole (rule 22).
- The module preamble still ended on "a written rule that depends on being
  remembered is not a control; this is" — true of the bump guard, and read as
  a stronger claim than the mint can support. Replaced with what the change
  did and did not remove: choosing a number is gone, running the mint is not,
  and the difference is that forgetting is now loud rather than silent.
- An orphaned `# --- the version bump ---` section header with nothing under
  it, and a test docstring still naming `check_version_bump`.

`--no-version` keeps its one legitimate case — on `main` the version is
measured against itself — and now says so in both the usage block and its
`--help`, so it does not read as an escape hatch. `check_session_context_
reports_its_version` stays untouched: a different check with a different job,
and the only thing that makes step 6 readable from a transcript (#2220).

Version minted 2026.09.02.0415 -> 2026.09.02.0438 for the README change.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01TcCs1CcQ1ormdnzSshKqvN
2026-09-02 00:38:50 -04:00
bvandeusenandClaude Opus 5 64cb719a12 fix(plugin): mint() rendered whatever offset it was handed, not UTC (#3327)
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Run 5175 red on the Python tests lane. The failing assertion was
test_the_mint_is_UTC_not_local, and it was right: `strftime` renders the
offset the datetime carries, so mint() only produced UTC because its DEFAULT
argument happens to be datetime.now(timezone.utc). Hand it an aware datetime
in any other zone and it formats that zone's wall clock -- 22:52Z and its
+09:00 twin, the same instant, minted as 2026.09.01.2252 and 2026.09.02.0752.

The docstring already claimed "UTC, always", so this was a contract the code
did not hold rather than a test asking for something new. Two people minting
the same instant would disagree, and the string IS the artifact's identity.

Now converts explicitly. A naive datetime is read as UTC rather than as the
machine's zone: that is this function's stated contract, and guessing the
host's offset is how the same bug returns by another route.

Two things found while walking the rest of the module by hand:

- test_a_failed_diff_FAILS_rather_than_passing_quietly stubbed EVERY git call
  to fail, so it tripped the base-branch guard first and passed while proving
  nothing about the diff arm. rev-parse now succeeds and only the diff fails,
  and the assertion names the diff message instead of the substring both
  messages happen to share.
- the base-branch failure still said "version-bump check", a name that went
  away with check_version_bump.

The mint script is in the version-relevant set, so fixing it is itself a
version-relevant change and forced a fresh mint -- 2026.09.02.0415. That is
the asymmetry in #3127 section 3 working as intended rather than a quirk: a
format change that did not re-mint would leave the manifest reporting a value
the current deriver can no longer produce.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DN4zBVFWhBST9YqjCfQmPb
2026-09-02 00:15:45 -04:00
bvandeusenandClaude Opus 5 f1896bfe9d feat(plugin): mint the version, and make CI the control that it moved (#3327)
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Milestone 334 step 3. 0.1.48 was the last of 48 numbers a person typed by
hand; forgetting to type the 49th is #2209, #1040 and #2220, three separate
times a shipped fix reached the repo and stopped there.

WHY A SCRIPT AND NOT A BUILD STEP. plugin/ is not in the image -- installs
fetch it from this repo via marketplace.json, so the push IS the release and
there is no moment at which CI could stamp a version in. Every other artifact
in the family derives during a build (#3127 section 2). This one has no build
to derive during, so the value is minted before the commit and CI's job is to
prove it moved when it had to.

MINT TIME, a fourth clock section 2 does not name. It prescribes commit time
so two lanes building one source report one string; the plugin has one lane
and no build, so that reason does not reach it. What is given up is
reproducibility-from-history -- you cannot recompute the value, only verify it
moved. That is acceptable ONLY because #3325 read the installer's code and
found the refresh test is `P.version === H`, plain equality, with zero
ordering comparisons anywhere. Where a comparator orders, an unreproducible
version would be unverifiable too.

Two artifacts in one repo now derive from different clocks on purpose, one
directory apart. "Let's make these consistent" is the obvious tidy-up and
breaks whichever loses, so the divergence is pinned in tests rather than only
explained in a comment -- including an AST assertion that the mint script
never imports subprocess, since a mint that can read history is a commit-time
deriver wearing the wrong name.

check_version_bump becomes check_version_is_minted. It gains the shape gate
and a future-value gate, and it keeps deliberately NOT failing when the
version moved without content changing: a needless re-mint costs one cache
refresh, and failing the lane over a harmless act is how a check earns a
--no-version in somebody's muscle memory and stops running at all. The
implication that matters is one-directional.

The mint script joins the version-relevant set, which is step 2's DERIVERS
table finally being read by something. Section 3's asymmetry is why it is not
optional: change the format string, change nothing else, and a diff over the
shipped paths alone says "no content change" while the manifest keeps a value
in the old format forever. Its own introduction demonstrates this -- adding
the deriver is itself the version-relevant change that forced this mint.

fetch-depth: 0 was NOT added, against this step's own brief. The plugin job
carries a comment refusing it, backed by an observed act_runner failure (any
`with:` block made checkout fail to extract, run 3027), and the reasoning
holds: the check diffs two trees and the workflow already fetches main at
depth 1. Checklist 6 is about jobs that derive; this one checks.

Verified live before pushing: the session-context marker reports
v2026.09.01.2252 keylessly, and both failure arms were probed by hand rather
than assumed. The shape gate fires first on a reverted 0.1.48, so the stale
arm is covered by unit test rather than by that probe.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DN4zBVFWhBST9YqjCfQmPb
2026-09-01 18:54:55 -04:00
bvandeusenandClaude Opus 5 ea972ac3f7 refactor(plugin): one definition of what ships, and the exclusion that makes the version check mean something (#3326)
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Milestone 334 step 2. The set of files that reach a plugin install lived in
two hand-kept copies -- SHIPPED in check_plugin.py and the workflow's paths:
filter -- with a comment asking a human to keep them in step. That is the
shape #3127 section 3 warns about, and both copies had drifted.

The load-bearing change is the exclusion. The version check reads "did
shipped content change against the base?", and plugin.json lives INSIDE
plugin/ -- so bumping the version is itself a change to the set, which then
reads as the change that justifies the bump. Every bump passed, no bump could
ever fail, and the check proved nothing while looking green.

manifest_differs_beyond_version compares parsed objects with `version`
dropped from both sides. One field, never the whole file: plugin.json also
carries description, mcpServers and userConfig, all of which reach an install,
and excluding the file wholesale would let a userConfig-only edit compute an
unchanged version and never refresh -- #2209 again with a narrower trigger.
Unreadable input answers "changed", because a spurious bump costs one cache
refresh while a missed one is the fix reaching the repo and stopping there.

shipped_content_changed returns None, not False, when the diff fails. #2663 is
why: a read that failed inside a broad except reported the same zero as an
empty window, and every counter read zero for weeks.

Two dead trigger paths removed, both found by writing the guard rather than by
review. fable-mcp/** outlived its directory by three months (deleted in
91bafb6, 2026-05-27) and assets/** named a path that never existed at all. A
paths: entry matching nothing never fires, so neither ever failed anything.
Their two orphaned bump scripts go with them -- a third manual-bump mechanism,
wired into no settings file.

DERIVERS is section 3's (deriver -> artifacts whose identity it decides) table.
The membership test is "can changing this file change what the artifact says
about itself?", not "is it copied in" -- a deriver is never in the COPY list.
A checker is not a deriver, which is why check_plugin.py is absent from it;
step 3's mint script adds its own row.

The workflow's paths: filter is YAML and cannot import Python, so "one
definition" is held by drift tests rather than an import. Said plainly in the
test module, because it is the honest shape rather than the ideal one.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DN4zBVFWhBST9YqjCfQmPb
2026-09-01 18:28:26 -04:00
bvandeusen 0d4b155699 feat(telemetry): pull-through per surface, not just per corpus (#3311)
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The readout already grouped usage by source — `group_by(event, source)` —
and the loop directly below it threw the source away, collapsing every
surface into one corpus-wide ratio. So the question a threshold is
actually tuned against, "is THIS surface worth its noise", could not be
asked of any surface, while the data to answer it sat in the table.

`usage.by_source` reports notes_surfaced / notes_pulled / pull_through
per surface. The grain is the note, not the call: a pull records the
door it came through, not the surface that led there, so grouping the
pulled rows by source would answer a different question. Joining
surfaced rows to pulled rows on note_id answers this one without the
session identity #2085 declined to invent — at the cost of being an
upper bound per surface, which the docstring says where it is read.

Ambient surfaces report counts and a null ratio: nothing chose those
records, so "surfaced often, opened never" is not a judgment about them.
A surface that genuinely produced nothing reports 0.0, which must not
look like the null.

The join is guarded separately from the two reads above it. #2663 was a
novel SQL shape the database rejected inside a broad except; this is the
novel shape here, and it must not take down two readouts that work.

Tests are integration for that same reason — a mock passes on a query
Postgres refuses. They pin the distinct-first property (three surfacings
of one note are one note), the ambient null, and the LIKE escape, since
an unescaped `mcp_%` also matches `mcpXget_note` and nothing else in the
payload would show the difference.
2026-08-31 15:52:17 -04:00
bvandeusen 05da26eb24 ci(integration): the run: shell is dash, not busybox (#3237)
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The runner-facts step answered rule 81's check on its first run, and the
answer is the one the check itself warned about: `/bin/sh` resolves to
`/usr/bin/dash`, because ci-python is Debian-based. The constraint the
rule exists for is unchanged — dash has no /dev/tcp, no arrays, no
`[[ ]]` — but the shell has never been busybox, and this comment was
repeating the wrong name at the one place a reader would trust it.

Rule 81's own statement still says busybox; correcting it is a rulebook
edit and goes through propose -> approve -> apply.
2026-08-31 08:24:14 -04:00
bvandeusen 70d84fbfd7 ci(integration): print the runner facts that rules 79 and 81 assert (#3237)
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Three conditional rules state facts about this act_runner — services are
not reachable by hostname (79), the service container's name is derived
from the job's truncated display name (80), and `run:` steps execute
under a shell without bash features (81). None had ever been verified,
because each check reads "add a step to a live CI job and read the log"
and nobody wants to arrange a throwaway run to do it.

So the step is not throwaway. Two lines on every integration run turn the
next sweep of these rules into a log read. Rule 80 needs nothing new: the
container listing the suite step already prints for the name filter is
its evidence, and run 5055's log already answers it.

Every command is guarded with a fallback. This observes the lane; it must
not be able to break it.
2026-08-31 08:20:11 -04:00
bvandeusen 9d8104f7a5 fix(embeddings): key_share alone is FOR NO KEY UPDATE, not FOR KEY SHARE (#3262)
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SQLAlchemy spells Postgres's four row locks as a read/key_share pair, so
`with_for_update(key_share=True)` renders FOR NO KEY UPDATE — an
exclusive lock that two refreshes of the same record would fight over,
and that an ordinary concurrent edit would block. The claim needs
`read=True` as well to be the FOR KEY SHARE the docstring describes.

Caught by the unit test that compiles the statement, which is the whole
reason it asserts on the rendered lock mode rather than on behaviour
that looks identical either way.
2026-08-31 08:13:29 -04:00
bvandeusen 7827b4ce63 fix(embeddings): the index refresh loses the race it used to deadlock (#3262)
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An embedding refresh replaces a record's vectors as delete-then-insert,
which takes the chunk rows first and the parent row second (via the
insert's foreign key). A cascading delete of the parent takes exactly
those two locks in the other order. Postgres calls the cycle a deadlock
and kills one side: sometimes the detached embedder, silently, and
sometimes the user's delete, as a 500 on an operation that should have
worked.

Both upserts now claim the parent row with FOR KEY SHARE NOWAIT before
touching any chunk row. That removes the cycle instead of narrowing it —
either the embedder is first and the delete queues behind it, or the
delete already holds the row and the embedder loses at once, which is
the side designed to lose. FOR KEY SHARE is the lock the insert would
take anyway, so an ordinary edit is unaffected.

The note twin, recorded as unverified on the issue, has the same shape
and the same fix; a trash purge is the hard delete that reaches it.

Unit tests pin the ORDER and the lock mode by compiling the statement;
the integration pair holds a real delete open in one transaction and
proves the embedder returns having written nothing, with a deadline so
a regression fails instead of hanging.
2026-08-31 08:09:09 -04:00
bvandeusenandClaude Opus 5 69ce7afc45 fix(ci): /api/version reported the channel where the build belongs (rule 149)
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CI set BUILD_VERSION to the CHANNEL — literally "dev", "main", or the tag —
so a running instance answered "which build are you?" with the name of a
branch: {"version":"main"}. The cost was concrete rather than theoretical.
During #3244's live acceptance a deploy was behaving as though it held older
code, and the one endpoint whose job is to settle that could not.

Rule 149's three values, now three fields:

  version  the NAME, YYYY.MM.DD.HHMM from COMMIT time — "is this the same
           code?", so two lanes carrying one commit report one string
  build    the ORDERING KEY, minutes since 2020-01-01 from BUILD time —
           "may this be installed over that?", and the only value anything
           may compare
  channel  its own field. Never a suffix, never a segment of the name

Plus `commit`, so the artifact's claim about itself can be checked against
the :<sha> it was published under (rule 145) — which is exactly the question
that could not be answered tonight.

THE TWO CLOCKS ARE DELIBERATE and look like an inconsistency. The name comes
from the commit so two lanes building one source agree; the key comes from
the build so it cannot go backwards when an older commit is rebuilt. A test
pins both derivations against being "tidied" into one.

ABSENT RATHER THAN EMPTY when unknown. A local build has no ordering key and
no channel; emitting "" or a placeholder would let it claim a position in an
update order it is not part of. A malformed key is dropped rather than passed
through — a reader that cannot order is correct, one that orders on garbage
is not. The key is an int, because a string ordering key is how a comparison
silently becomes lexicographic ("9" > "10").

The payload builder is extracted from the route so it can be tested as a
dict rather than through app startup and a request context.

Tests pin the SHAPE the lanes emit, not the values, including the midnight
leading-zero case rule 149 names specifically — and assert CI never stamps a
branch name as the version again.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-31 00:45:22 -04:00
bvandeusen b267037911 Two milestones: a note can carry its own check (317), and a rule keeps what it used to say (323) (#135)
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2026-08-31 00:01:15 -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 a8b2040216 feat(rules): the edit history is visible in the slide-over (#3243, milestone 323 step 4)
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Rule 27: a history nobody can read is not shipped. `RuleHistoryPanel.vue`
sits below the fields in `RuleEditorSlideOver`, where a rule is read in full
— not on the list row, where a history entry point would compete with the
row's job.

REUSE, DECIDED FIELD BY FIELD RATHER THAN ALL AT ONCE.

DiffView.vue is reused unchanged: it takes DiffLine[] and nothing
note-shaped.

HistoryPanel.vue is NOT, and its props are the reason — noteId +
currentBody, a NoteVersion carrying tags and pin columns, a fetch of
/api/notes/…, a restore emit, pin/unpin buttons. Rules have no tags, no
pins, and deliberately no restore, and a rule's text is EIGHT fields rather
than one body, which changes the reader's question from "what changed" to
"which fields moved". Recorded here rather than forked silently, per #3207.

THE FORK THAT WAS ALREADY THERE. The LCS walk existed three times —
privately in useAssist.ts, and again inside HistoryPanel.vue and
VersionHistorySection.vue — character-identical apart from quote style,
because computeDiff was never exported. Rather than add a fourth copy, it
moves to utils/diff.ts and the three become imports; the extraction was
verified equivalent to all three before anything was deleted. DiffLine is
re-exported from useAssist so its existing importers are untouched.

WHAT A ROW SHOWS: when, and which fields moved. A version holds the text the
edit REPLACED, so the edit is the step from a row to the next NEWER state —
the row above it, or, for the newest row, the rule as it stands now.
Comparing against the row below would attribute every change to the wrong
edit. A field nobody has fetched yet reads as neither changed nor unchanged.

An edit that touched verify_with is badged "check reset", because that edit
silently cleared verified_at (milestone 312) and put the rule back at the
top of the staleness sweep — a moment visible nowhere else.

The badge is a 12% color-mix TINT, not solid `--fs-warning`.
`--fs-warning-fg` is defined in theme.css as "warning TEXT on a warning
tint", so painting it over the solid token is exactly the same-hue contrast
failure #3141 records. Every var() the component references resolves against
theme.css, checked before pushing.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-30 12:52:07 -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 255c43a8fe fix(tests): the rule-history fixture must not delete a book the embedder is still writing (#3241)
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The integration lane failed on a deadlock, not an assertion — 103 passed, and
the one error was in teardown: `DELETE FROM rulebooks` blocked against
another process holding a lock on a rule row.

`update_rule` fires a detached asyncio.create_task(upsert_rule_embedding(...))
that opens its OWN connection and UPDATEs the rule it just saved. The
teardown's rulebook delete cascade-locks that same row, and Postgres resolves
the cycle by killing one of them. The sibling test_integration_rule_verification
never hit this because it calls update_rule but never deletes its rulebook.

Cleanup moves to setup, which runs on a fresh loop after the previous test's
loop has closed and cancelled whatever it left in flight. That also keeps the
#3240 constraint intact: no database call after a yield.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 23:28:03 -04:00
bvandeusenandClaude Opus 5 6fa66f202b feat(rules): an edit leaves behind what it replaced (#3241, milestone 323 step 2)
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`update_rule` now snapshots the rule's text before it writes. Rescoping rule
79 meant hand-copying the superseded statement into a task log to keep it
(#3237); the history is that, done by the write path instead of by somebody
remembering.

The snapshot is taken BEFORE the field loop, which is the one ordering that
matters. `update_rule` drops `verified_at` when `verify_with` changes, and
rewriting a check is exactly the edit whose history is worth most — a
snapshot taken afterwards would file the NEW check against the OLD wording.
Taking it up front also covers `clear`, which is a separate argument from the
field loop and is how a rule that stops being a constraint loses its check
entirely.

Session-bound rather than opening its own like note_versions.create_version:
the version and the edit that caused it commit together, so a failed update
cannot leave a history entry for an edit that never happened.

Two guards from the sibling are deliberately absent, and both are now pinned
by tests rather than only by comments — "make it consistent with
note_versions" is a plausible-sounding change that would silently start
dropping history:

- No MIN_VERSION_INTERVAL_SECONDS. That 300-second gate exists because note
  autosave fires every 60. Every version here comes from a deliberate
  update_rule, so three edits in one second are three edits.
- No MAX_VERSIONS and no pruning. A rule is edited a handful of times in its
  life; a cap could only ever discard the one edit somebody went looking for.

Kept from the sibling: the identical-content skip. Both doors resend every
field, so without it a form saved twice would file an identical snapshot.
`order_index` is excluded from the snapshot fields for the same reason —
reordering a rulebook is not an edit to what any rule says.

No delete-time snapshot, against the task's original scope and on the
operator's call. A delete goes through trash_svc and is SOFT: the rule row
keeps its full text and restores untouched, so there is nothing for a
snapshot to preserve. Anything that survived a purge would be data the
operator explicitly asked to be gone.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 23:01:16 -04:00
bvandeusenandClaude Opus 5 7a0dc93270 fix(tests): the rule-version round trip must not touch Postgres after dispose (#3240)
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`_dispose_engine` is a usefixtures entry, so it sets up AFTER an autouse
fixture and tears down BEFORE it. The purge running after this file's
`yield` therefore opened a fresh pooled connection that the closing loop
immediately orphaned, and the next test to touch Postgres died on "Future
attached to a different loop" — two of this file's own tests and
test_run_maintenance_vacuums_real_tables, which shares nothing with it but
the engine.

The autouse fixture is setup-only now, matching its sibling in
test_integration_backup_note_roundtrip.py, and the cleanup moved into
`restored`, whose teardown runs while the engine is still live.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 18:41:18 -04:00
bvandeusenandClaude Opus 5 9006affda8 feat(rules): a rule keeps what it used to say — rule_versions (#3240, milestone 323 step 1)
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The sibling notes already had. `note_versions` snapshots a note's every
meaningful edit; a RULE, which binds behaviour on every session that loads
it, had nothing — an edit destroyed the previous wording with no record
anywhere. Rescoping rule 79 meant hand-copying the superseded statement into
a task log to keep it (#3237). The more consequential record had the weaker
protection.

Schema and transport only. Nothing writes a version yet — that is step 2.

Three guards are deliberately NOT copied from note_versions, each defending
against autosave, which rules do not have: no pruning or MAX_VERSIONS, no
pin columns, no minimum interval. A rule is edited a handful of times in its
life, and capping invites losing the one edit somebody needed.

`user_id` is the ACTOR rather than the owner, and SET NULL rather than
CASCADE: deleting a user must not erase the history of the rules they
edited. The restore diverges from its NoteVersion sibling accordingly — an
unmappable user leaves the row with a null actor instead of dropping it,
which is the whole point of choosing SET NULL. The integration round trip
pins that, because nothing in the code says which of the two shapes is
intended and "make it match the sibling" would silently delete the record.

Backup goes to v13. Both export paths carry the table; the per-user one
scopes through the rule rather than the version's user_id, or it would carry
the versions this user wrote on someone else's rule and drop the ones
someone else wrote on theirs. The restore remaps rule_id through
rule_id_map — #3182's arose_from_id trap on a new table.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
2026-08-29 18:38:16 -04:00
bvandeusen 9657478500 docs(notes): the guidance gains the sharper test and the three false candidates (#3180, milestone 317 step 6)
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Step 6 measured the claim the whole milestone rests on — that the notes
corpus divides into norms and constraints, with constraints a minority worth
sweeping — against a stratified sample of the real thing. It holds: ~29% in
`reference`, ~8% general, ~0-5% in `decision`, 0% in `dev-log`; roughly 6-11%
of ~395 plain notes. Written up as note 3210. The step was allowed to return
"revert" and does not.

Two things the measurement found that the guidance did not say, now added to
both the skill and the create_note docstring:

A SHARPER TEST. Every note that earned a check was about somebody ELSE's
software — a signing service, a forge, a hub, an SDK, a model, a dependency
set. Not one was about the operator's own code. "Is the thing this note
describes yours to change?" is decidable from the title in nearly every case,
where the abstract form needs thought.

THREE FALSE CANDIDATES, one of them a live hazard. Resume pointers and
"current state" notes go stale faster than anything else in the corpus, which
is exactly why they tempt — but the cure is to update or delete them, not to
schedule a check, and a sweep full of pointers is a sweep nobody reads.
Measurements of our own system go false because we changed something and knew.
And a decision RESTING on someone else's behaviour is still a decision — the
check belongs on the note asserting the fact.

Also recorded, not fixed: the corpus already contains a note titled
"CONSTRAINT: software only — no DIY hardware", using the word for a
self-imposed scope limit — a NORM in this taxonomy, exactly backwards. Both
surfaces already lead with the question rather than the label, which is the
mitigation; note 3210 names the collision so it is not rediscovered.
2026-08-29 00:16:18 -04:00
bvandeusen 1d65e98ac2 docs(notes): the surfaces say WHEN a note earns a check, and a guard keeps them saying it (#3168, milestone 317 step 5)
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The step that decides whether steps 1-4 were worth building. `verify_with` is
a free-text field on the highest-volume record kind in the product; described
only as "how to verify this note" it gets filled in on every note within a
week, and at that point the sweep returns the whole corpus and means nothing.
The signal is not "has a check" — it is "has a check AND almost nothing else
does".

Rule 119 puts this in the app's own instruction surfaces, never in a Scribe
rule. So:

- the using-scribe skill gains the reflex, next to "state updates in place;
  chronicles don't" — its other half, since supersession only fires once
  somebody has read a note and disagreed, which is the case where it was
  already believed;
- update_note's docstring now states the DEFAULT rather than only deferring
  to create_note for the test. Found by the new guard on its first run;
- plugin 0.1.48.

THE _INSTRUCTIONS BUDGET, decided rather than skipped. The payload is ~1980 of
the client's ~2048-char cap, so everything in it competes for the last ~68
characters. The operator declined a line for this milestone: the map's own
closing sentence says each tool's description carries the full contract, and
the sweep is a curation act rather than a session-start reflex like
enter_project or list_always_on_rules. That reasoning is now a comment beside
the constant, with the accepted cost named — an agent that never opens
create_note's docstring never learns the field exists — so the question is not
re-litigated blind.

The guard pins STRUCTURE, never wording, for the disambiguator's reason (a
test that punishes rewriting is a test that gets deleted): each write surface
must still draw the norm-vs-constraint distinction, say the empty case is
normal, and name where NOT to reach for it — plus that the skill carries the
one-question form, because the docstrings only reach a caller who already
opened the tool.

`_doc` moves to tests/helpers as `tool_doc`; it had been written twice.
2026-08-29 00:10:43 -04:00
bvandeusen 1ec44071d2 feat(ui): a note's check is editable, dated and sweepable (#3167, milestone 317 step 4)
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Rule 27: no UI, no ship. Three surfaces.

THE EDITOR ASKS, but only where the answer can be saved: the fields appear
for a plain note and not for a task or a snippet, matching the service gate
from step 2 so the form never offers a write the save would reject. The
labels are phrased as the QUESTION rather than the field name — "how would
someone check this is still true?" and, underneath, "could this become false
without anyone editing it?". "Verify with" gets filled in on every note; the
question gets filled in on the few that can go stale. `expires_when` appears
only once a check exists, and asks for a state rather than a date in the
placeholder itself.

THE NOTE SHOWS ITS AGE beside the field — "checked 2026-08-28" or "never
checked", italic, and nothing at all when no check exists. No red/amber ramp,
matching RuleSweepPane: a colour scale would restate the sweep's ordering and
force an invented staleness threshold. "Never" is marked because it is
categorically different from a date, not a worse one.

THE SWEEP is a pane in the Knowledge view, not beside the rules sweep —
operator's call, taken over a unified "everything due" surface and over a
second pane under /rules. Notes stay where notes live. The cost, accepted
knowingly: no single screen shows every unconfirmed record. It REPLACES the
feed rather than filtering it, because a facet answers "show me this kind"
and this answers "show me what nobody has confirmed" — a question the type
chips cannot narrow without under-reporting.

Two REST routes for it, since step 3 built only the service and the MCP door.

Along the way: NoteEditorView spelled its write payload out at three call
sites (save, create, auto-save), so every new field had to be added three
times — which is how one of them ends up not carrying it. Now one `payload()`
and one `snapshot()`.

Known and filed, not fixed: NoteSweepPane copies ~12 scoped CSS rules from
RuleSweepPane (#3207). The clean extraction needs prefixed names, because
`.age`, `.row-title`, `.lede` and `.actions` all exist scoped in other
components and an unscoped global would leak into them — which means editing
the shipped rules sweep, blind, inside a step whose acceptance is the
operator looking at a different surface.
2026-08-28 22:04:00 -04:00
bvandeusen b51621fca7 fix(tests): the sweep assertions read the WHERE clause, not the SELECT list (#3166)
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select(Note) names every column, so searching the whole statement for
"notes.note_type" always finds the projection, and sql.index("notes.id") finds
the first column rather than the ORDER BY tiebreak. Both tests were asking the
wrong string.

The ordering test now asserts on the END of the statement, and the filter test
reads the WHERE clause — extracted by regex rather than split on a literal,
because the exact whitespace SQLAlchemy puts around WHERE is not something a
test should depend on.

The product is unchanged: the two assertions that mattered — NULLS FIRST
present, and no legal-carrier filter in the predicate — were both already
true.
2026-08-28 16:59:41 -04:00
bvandeusen 8489206224 feat(notes): the sweep — which notes assert a fact nobody has confirmed (#3166, milestone 317 step 3)
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The read half. `notes_due_for_verification` + `mark_note_verified` + the MCP
pair, ordered `verified_at ASC NULLS FIRST`: never-checked outranks
checked-long-ago, because a note nobody has ever confirmed is a claim with no
evidence behind it at all. Postgres sorts NULLs LAST on ASC by default, so
getting this wrong would not error — it would silently invert the one signal
the sweep exists to carry, which is why it has a test of its own.

A SIBLING of rules_due_for_verification, not a shared implementation, and this
milestone is a deliberate self-application of note 3163: the row could have
been shared, the QUERY could not. That sweep scopes by rulebook ownership XOR
project ownership because rules have no sharing ACL at all; a note scopes by
the note ACL — browse, not read, so a record shared one-to-one never arrives
in a passive surface unasked (decision 2094).

What genuinely IS common moved to services/verification.py: how a stamp reads,
how old it is, and the three states `last_verified` distinguishes — None ("a
decision, the question does not apply"), "never" ("a fact nobody has
confirmed"), a date. Rulebooks now imports it rather than defining it, so this
is a consolidation and not a third copy.

A failed check writes NOTHING, carried over from 312: there is no "verified
false" state, because a note 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 quietly satisfied that somebody had looked.

Two decisions worth naming:

The sweep does NOT filter to non-task, non-snippet records even though the
write path permits a check on nothing else. Such a row would be in an ILLEGAL
state and this is the one surface that could say so; hiding it to match the
invariant would make the sweep agree with a database it had stopped
describing.

A negative `older_than_days` raises instead of meaning "everything" — silently
answering a different question is the failure shape this guards.

`notes_due_for_verification` is classified read-only in server.py, spelled out
because its name matches none of the prefixes the completeness test derives
from. `rules_due_for_verification` is in the same position and is NOT listed,
so it fails closed for read keys today — filed as #3191 rather than fixed
here, since widening an auth boundary on a tool I did not write is the
operator's call.
2026-08-28 16:39:50 -04:00
bvandeusen 4736a0a0ba fix(tests): the recurrence stand-ins come from fake_note, not a bare MagicMock (#3164)
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Four tests predating the helper built their note with MagicMock(), which is
truthy on every attribute nobody set. update_note now reads verify_with, so
the stand-in claimed to carry a check and the milestone-317 guard refused the
write.

That is note 2109 exactly, and the reason fake_note exists: a stand-in has to
be able to say NO. The product behaviour is right — a real column is None or a
string, so this cannot happen outside a test.

Observation, not changed here: fake_note sets is_task=False but leaves
`status` unset, so it too is a truthy mock on the column is_task is derived
FROM. Nothing depends on it today; worth making self-consistent when something
does.
2026-08-28 16:01:28 -04:00
bvandeusen 700ef20eb0 feat(notes): a note's check is writable through both doors, and empty means empty (#3164, milestone 317 step 2)
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The rules path's three lessons (#3096), inherited:

EMPTY MEANS NULL. The sweep's whole signal is `verify_with IS NULL` = "this is
a decision, there is nothing to go and check". A "" that is not NULL makes a
norm look like a constraint nobody has verified — and never-checked sorts
FIRST, so it would sit at the top of the sweep forever.

CLEARING IS EXPLICIT. At the MCP door "" means "leave this alone", so an agent
updating a body does not wipe a check it was never asked about — which leaves
no value meaning "remove it". `clear` names the field, and naming it cannot
happen by accident. The REST door, where a cleared form input arrives as "",
reaches the same place through normalisation: two idioms, one outcome.

THE STAMP CERTIFIES A CHECK, NOT A RECORD. Rewrite or clear `verify_with` and
`verified_at` is dropped, so the note re-enters the sweep. A note wrongly
listed as due costs one look; a note wrongly vouched for costs exactly what
the sweep exists to catch. `verified_at` is also no longer settable through an
ordinary edit — a stamp says somebody performed THIS check, and minting one
from a write that ran no check is the one thing that would make the sweep lie.

And one this path adds: not every record may carry a check. A task's decay is
its status — a done issue records what happened rather than asserting
something that can go false — and a snippet already has verify_snippet, which
compares its recorded location and code against the repo and expires its own
verdict. Both are refused with a message naming the alternative, never dropped
silently (minted_kind's reasoning, #3129), and the gate lives at the service
so the two doors cannot come to disagree.

Written as an INVARIANT over the resulting record, not a filter on which
fields were passed. That is what catches the sideways route — a checked note
being turned into a task, a write that names no check at all and would sail
past any per-field gate.

The MCP docstrings carry the norm-vs-constraint test, because at that door the
docstring IS the contract and a field described only as "how to verify this"
gets filled in on every note. Step 5 does this properly across the instruction
surfaces; this is the minimum that stops the field being misused on arrival.

tests/helpers gains `drive_update_note` — the patch stack for driving
update_note, written twice before this and now once. The note-shaped fakes
gain the trio explicitly, for fake_note's own stated reason: an unset
attribute is a truthy MagicMock, and a truthy verify_with reads as a check
that is there.
2026-08-28 15:42:12 -04:00
bvandeusen b134fe9aa1 fix(tests): the column guard names join tables as _BACKED_UP holds them (#3182)
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_BACKED_UP carries REAL table names — project_rulebook_subscriptions,
project_rule_suppressions, project_topic_suppressions,
project_rulebook_exclusions — not the shorter keys the payload uses for the
same sections. The registry-coverage assertion used the payload spelling and
reported four tables unguarded.

The integration round trip passed on this run, which is the half that matters:
the real restore_full_backup remaps arose_from_id onto the restored origin.
2026-08-28 15:24:38 -04:00
bvandeusen a6ef3a6a5a fix(backup): a restore stops flattening the record vocabulary, and a column guard stops the next one (#3182)
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`_note_rows` carried 16 of the `notes` table's 27 columns. A backup -> restore
cycle reported success and handed back a corpus with every snippet and process
flattened into a plain note, every issue and spike into `work`, every
provenance edge gone, and recurring tasks no longer recurring. The record-type
and kind vocabulary is what #3128 and milestone 312 were about, and a restore
erased it.

Two more found by auditing every row helper rather than only the one being
edited: `_milestone_rows` dropped `body` — a milestone IS the plan (0066), so
every plan restored as a title with no reasoning behind it — and
`_repo_binding_rows` dropped `ref`, the branch a ledger follows (#2873), so a
restored binding silently accounts for a different tree.

`arose_from_id` is deferred to a second pass beside `parent_id`, never written
in the constructor: it is an id in the SOURCE database, so copying it through
lands the edge on whatever record happens to hold that number here. An edge
whose target did not survive stays NULL rather than being guessed at. This is
the trap that kept the fix out of milestone 317 step 1.

THE STRUCTURAL HALF. The coverage guard from #2293 checks TABLES against
Base.metadata; nothing checked COLUMNS, which is how nine went missing from a
table that had been "covered" for years — added to the model and the migration,
both of which fail loudly, and never to the serialiser, which fails silently.
`_COLUMN_EXCLUSIONS` now declares, per table, every column deliberately not
exported and why, and a parameterised guard walks all 23 helpers and asserts
the two agree. Forgetting is no longer expressible.

Reconciling all 23 turned up one more deliberate exclusion worth naming: the
`code_shapes` proposal columns are the machine's standing suggestion, cleared
by judgment and recomputed by every refresh, so carrying them would restore
stale guesses over a tree the proposer has not seen.

Tests: the round trip drives the REAL restore_full_backup against Postgres,
not a reimplementation of its loop — a test that re-derives the remap it is
checking would agree with whatever the product does, including nothing.

Backup v12.
2026-08-28 15:22:50 -04:00
bvandeusen 2263fd04a4 fix(tests): the notes table has 27 columns — deleted_batch_id is the second deliberate exclusion (#3165)
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The pin test caught its own inaccuracy on the first run, which is what it is
for. `deleted_batch_id` comes from SoftDeleteMixin alongside `deleted_at` and
is excluded for the same reason: trashed rows are not exported, so neither is
the batch id that groups them for restore(). The nine-field gap #3182 tracks
is unchanged.
2026-08-28 14:55:44 -04:00
bvandeusen 2065781302 feat(notes): a note can carry its own check — verify_with, expires_when, verified_at (#3165, milestone 317 step 1)
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The sibling of migration 0090, one table over. Same distinction: a NORM is a
decision with no truth value; a CONSTRAINT asserts a fact about someone
else's software and goes false with nobody watching. Notes hold far more
constraints than rules do and hold them longer — a cross-project reference
asserting what a signing service does on a duplicate upload is believed by
every project that reads it, and nothing in the record says when anyone last
looked. note_supersessions only fires once a human has already believed it.

Three nullable columns, no backfill, no index. The index margin is thinner
than 0090's — thousands of note rows against hundreds of rules — so the
comment says to decide it in step 3 against a real query plan rather than
guessing here.

The columns land on every row in `notes`, but only non-task, non-snippet
records will be OFFERED them (gated at the service in step 2): a task's decay
is its status, and a snippet already carries a richer location-aware verdict
in data.verification. A schema-level gate would have meant a CHECK across
three columns to say what the write path says in two lines.

Backup carries the trio (v11), with `verified_at` restored through
_dt_or_none — _dt substitutes now(), which would restore every never-checked
note as checked at the moment of the restore, inverting the one signal the
sweep reads.

Found while doing that, NOT fixed here, and now pinned by a test: `_note_rows`
carries 16 of the `notes` table's 26 columns. note_type, task_kind,
arose_from_id, the recurrence pair, the lifecycle stamps, description and data
have all been missing for a long time, so a restore flattens every snippet and
process into a plain note and every issue and spike into `work`. The coverage
guard cannot see it — it checks TABLES, not columns, which is #2293's failure
mode one level down. #3182 tracks it; arose_from_id needs the second
id-remapping pass parent_id gets, which is why it is not a drive-by fix.
2026-08-28 14:54:07 -04:00
bvandeusen 454c617ca0 docs(models): the record-splitting rule gets a findable home — note 3163 (#3128 rec 9)
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Spike #3128's fourth question was whether a "when does a record type earn its
own table" rule was worth writing down. It turned out to already exist, in
full, in the RuleEmbedding docstring — the only written statement of a rule
Scribe applies to every record type, sitting where nobody would look for it.

Promoted to note 3163, with the three grounds (scoping different in kind,
machine-written at volume, edge-or-event-not-document), the worked cases
across the whole schema, and the bill: what `rules` had to re-import after
leaving `notes`, including the two cells it left empty on purpose.

The docstring stays put — it is where the decision was made — and now points
at the note.
2026-08-28 13:11:02 -04:00
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 d0a2733cb6 fix(design): text on a tint of itself now clears AA app-wide, and the check gates it (#3141)
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The badge fix (#3132) exposed the same defect everywhere: 48 rules painting a
token as TEXT on an inline color-mix tint of that same token. Worst raw
measurements, across every tint strength in use, both modes, over
page/raised/hover:

  accent 1.53:1 · success 1.67:1 · text-tertiary 2.15:1
  warning 2.32:1 · error 2.36:1                        against AA's 4.5

THE DEFECT IS IN THE HOUSE, NOT IN SCRIBE. The semantic hues are shared
family-wide, and the accent case was measured against every app's real
accent, not assumed from Scribe's: Minstrel 1.81, Forge 1.87, Steward 1.65,
Roundtable 3.01 — all failing. So the six -fg tokens are recorded on
FabledSword (design system 1), where their parents live, rather than copied
into each app.

45% toward --fs-text-primary clears AA for ALL FIVE accents (4.56-5.00), so
this is one house token rather than five overrides, and it keeps deriving
from --fs-accent — an app that overrides its accent still gets a legible
tinted-text colour in its own colour, the same mechanism as
--fs-accent-soft. The tokens are additive: a sibling app is unaffected until
it regenerates its own stylesheet.

One token is honestly redundant. --fs-text-secondary already passes at
4.82:1, and --fs-text-secondary-fg barely moves it. It exists so the rule
has NO exceptions, because the alternative is a permanent allow-list entry
for the one case that happens to pass — and a guard with an invisible
exception is a guard that erodes.

46 substitutions across 18 files, each rewriting only the `color:` inside a
block that tints its own background.

THE CHECK NOW GATES BOTH SPELLINGS. It previously reported the inline form,
because a gate nobody can satisfy on the day it lands gets switched off.
Both are clean, so both fail the build now.

And the check had a false-positive bug worth naming: its `color\s*:` regex
matched the tail of `border-color`, `border-left-color` and `outline-color`,
so it flagged seven rules that were already correct. A border is a non-text
graphic with a 3:1 floor, not text at 4.5. A check that cries wolf on
correct code is one that gets muted, so that mattered more than the noise.

Verified by construction, not by passing: reintroduced each defect form
(exit 1 each), and confirmed a legitimate border-only rule still exits 0.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 21:38:09 -04:00
bvandeusen 93d660b710 Tool disambiguators, kind badges, and a badge layer that clears AA (#3123, #3124, #3132)
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2026-08-27 21:28:48 -04:00
bvandeusenandClaude Opus 5 ce1376edc9 refactor(ui): the badge layer gets one owner per shape (#3132 items 1-3)
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ITEM 1 — the dead canon. StatusBadge is recorded canon (#2960) and its only
consumer, TaskCard, has been unreachable since 2026-04-08, when
TasksListView was deleted in favour of the Knowledge view. Four and a half
months of a canon that rendered nowhere, which is worse than no canon: a
session pulls #2960, builds from it, and matches a component nobody has
seen. TaskCard is deleted (rule 22), and the canon is made real by adoption
rather than by being left as a museum piece.

ITEM 2 — MY OWN ISSUE OVERSTATED THIS, and the correction is the finding.
"Three scoped re-spellings" assumed one shape spelled thrice. Reading them:

  KnowledgeView   a task-status chip, just smaller     -> a real duplicate
  WorkspaceTaskPanel  a CLICKABLE cycler: pointer,
                  outlined, transparent background     -> a control, not a chip
  ProjectView     PROJECT lifecycle (active/paused/
                  completed/archived)                  -> a different vocabulary

Only the first was ever a duplicate. The others shared a class NAME and
nothing else — which is exactly what would make a future consolidation merge
three unrelated things. So: KnowledgeView adopts StatusBadge/PriorityBadge
via the `compact` variant the canon already anticipated ("interactive/compact
re-spellings are variants of it"); the cycler becomes `.status-cycler`; and
project status becomes its own vocabulary.

And there was a FOURTH, in ProjectListView — the genuine duplicate of
ProjectView's project pill, differing by the amounts two hands differ by:
0.68rem vs 0.7rem, a 14% tint vs 15%, one bordered and one not. Both now use
one ProjectStatusBadge. `statusLabel` went with its only caller.

ITEM 3 — weight. StatusBadge and PriorityBadge used font-weight 600; the
house style allows 400 and 500 only. Also "In Progress" -> "In progress",
which was invisible under `text-transform: uppercase` and becomes visible the
moment the compact variant turns that off.

THE GUARD MISSED FOUR LIVE SITES, which is the part worth keeping. The
project pills painted a hue on an inline `color-mix` tint of itself —
measured 1.61-2.39:1 — and the checker only knew the `--fs-X-bg` token form.
Widened, it finds 48 across the app, 26 of them --fs-accent.

That backlog is not this task, so the check now splits: it GATES the token
form, which is clean, and REPORTS the inline form with a count and its worst
offenders. A gate nobody can satisfy today gets switched off, and then it
guards nothing. Gate re-verified by reintroducing a defect — exit 1 with it,
exit 0 without.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 20:41:58 -04:00
bvandeusenandClaude Opus 5 0c74dc8275 fix(design): badge text clears AA — the ladder was painting a hue on a tint of itself (#3132)
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Every status and priority badge used its raw hue as TEXT on a 12% tint of
that same hue. Measured on the dark palette, all six pairs failed the kit's
own AA floor: todo 1.60:1, in-progress 1.97:1, done 2.06:1, low 2.02:1,
high 2.92:1, medium 2.97:1, against 4.5. Four also failed in light mode.

The cause is structural, not a bad colour pick. A 12% tint sits near the
surface it composites over, so the hue as text on it has almost nowhere to
go. Strengthening the tint was measured and REJECTED: on a dark palette a
heavier tint moves the chip toward the light text and makes it worse. 12%
was already optimal.

So each pair gains a `-fg` sibling: the hue mixed toward --fs-text-primary
until it clears 4.5:1 worst-case over surface-raised AND surface-hover in
BOTH modes. Mixing toward that token rather than a literal is what makes one
declaration cover both — it inverts by mode, so the text follows.

Recorded in the DESIGN SYSTEM, not hand-written into theme.css: seven tokens
on design system 2, each carrying its measurement and its reasoning, then the
sheet regenerated. theme.css says not to hand-edit the --fs-* block and it is
right — a hand-edit would be silently reverted by the next regeneration.

The ladder keeps its shape. High priority still holds 52% saturation and
medium 31% — the rungs that need to shout still shout. Low, todo and done
wash toward neutral, which is what their own rationales ask for: status-todo
is derived from the border colour precisely so not-yet-started recedes.
Receding and illegible are different things and the old value was the second.

--fs-status-cancelled-fg was found by measuring, not by reasoning. Cancelled
derives from --fs-text-tertiary, which looks like the obviously-correct
"quiet" choice and is a HINT colour tuned for plain surfaces — 2.63:1 on a
badge tint in light mode.

StatusBadge additionally dropped a `color-mix(..., #000 15%)` that darkened
the hue: a light-mode instinct that made these worse on a near-black surface,
and a literal besides.

THE GUARD IS THE POINT. check_design_tokens.py now FAILS on any rule that
paints text with a token on a tint of that same token, and names the -fg
sibling as the fix. Verified by reintroducing the defect: exit 1 with it,
exit 0 without. Unlike a raw literal there is nothing to weigh up, so it
gates rather than reports.

Two `border-top-color` uses keep the raw hue, correctly — a border is a
non-text graphic and needs 3:1, which is what the hue is for.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 19:11:14 -04:00
bvandeusenandClaude Opus 5 a0b54ff6a3 feat(ui): task rows show their kind — a badge for issue and spike (#3124)
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task_kind was only visible inside the task editor's Kind select, so every
list surface rendered work, issue and spike identically and a list of tasks
hid the fact that three different things were in it.

ONE component, not a fifth spelling. The badge layer had already drifted —
StatusBadge.vue is the recorded canon (#2960) but WorkspaceTaskPanel,
ProjectView and KnowledgeView each carry their own scoped `.status-badge`.
KindBadge is modelled on PriorityBadge, its closest sibling, which already
does the thing that matters here: the DEFAULT value renders nothing. `work`
is most tasks, so badging it would put a chip on nearly every row and say
nothing — the same reason RuleListPane marks only `conditional`.

COLOUR BY TEMPERATURE, measured rather than eyeballed. Issue and spike are
opposite in character — corrective vs exploratory — so they split warm
(warning) against cool (info), which survives being small and stays
distinguishable without reading the word. Neither uses the accent; kind is
not one of the places it is allowed.

The raw semantic colour FAILS the contrast floor on the dark palette:
warning on its own 12% tint measures 2.97:1 against AA's 4.5. So the text is
the hue mixed toward --fs-text-primary, which passes and, because that token
inverts by mode, follows light/dark for free. Measured both ways — issue
5.23:1 dark / 6.68:1 light, spike 5.33:1 / 9.26:1.

`plan` renders hue-free and italic: retired since 0066, so a legacy row
should read as archival rather than as a fourth kind competing for
attention. In KnowledgeView it is passed as null instead, because the type
badge beside it already says "Plan" and two chips reading the same word
would look like two facts.

Weight is 500, not the 600 the two older badges use — the house style allows
400 and 500 only, and copying 600 would spread it.

SERVER FIX, without which this was decorative: dashboard's `_task_row`
omitted task_kind entirely. The badge would have rendered nothing there
while working everywhere else, which reads as "this list has no issues"
rather than as a missing field. The guard is on the payload, where the
omission was.

Surfaces: ProjectView's three status columns, WorkspaceTaskPanel's two task
lists, DashboardView's milestone and no-milestone rows, KnowledgeView's
result rows.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 18:43:45 -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
bvandeusen 056c7c75da A task's kind is correctable — the Kind select stops lying (#3129)
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2026-08-27 18:05:16 -04:00
bvandeusen 63036ed52e merge: bring main's rebased history into dev after PR #132
PR #132 was rebase-merged, so main carries rewritten copies of dev's
milestone-312 commits under new SHAs. The merge base stayed at 02c1e37, so
a dev->main merge tried to replay all eight already-landed commits and
collided in the two test files both sides had touched.

Resolved by taking dev's version of each: dev's copy is main's content plus
the #3129 additions, verified as a strict superset before resolving rather
than assumed. The merged tree is identical to dev's — asserted below, not
eyeballed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>

# Conflicts:
#	tests/test_integration_task_kind_spike.py
#	tests/test_mcp_tool_tasks_kind.py
2026-08-27 18:00:32 -04:00
bvandeusenandClaude Opus 5 2e39dca9cf fix(tasks): import minted_kind by name — a stubbed service must not stub the guard (#3129)
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CI 4682: test_create_task_issue_sets_kind_provenance_and_systems asserted
task_kind == "issue" and got a MagicMock. That test patches the whole
notes_svc module to keep the database out, so reaching validation through
`notes_svc.minted_kind(...)` handed back a mock — the guard approved
anything and returned nothing real.

The product was wrong, not the test. minted_kind is pure validation, not a
service call, so it is imported by name. A test that stubs the service to
avoid I/O now keeps the guard intact, which is the behaviour you want from
a guard: the only way to disable it should be to say so explicitly.

That test now exercises the real validation, so it doubles as the guard
against this recurring.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 15:57:06 -04:00
bvandeusenandClaude Opus 5 69d93898d9 fix(tasks): a task's kind is correctable — the Kind select stops lying (#3129)
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`kind` was accepted at CREATE on both doors and dropped at UPDATE on both:
update_task had no such parameter, and the REST PATCH allow-list never read
the field. So a task filed under the wrong kind could never be corrected.

The frontend made it worse by looking like it worked. TaskEditorView binds a
Kind select, marks the form dirty, and HAS ALWAYS SENT `kind` in the update
payload — the store even types it. The route ignored it, returned 200, the
view optimistically updated, the toast said "Task saved", and the old value
came back on reload. Silent success, same class as #2709.

Found by trying to re-file #3126 as a spike after deploying 0091. It could
not be done; the task had to be recreated as #3128 and the original
cancelled.

One seam, not two doors. `minted_kind()` lives in services/notes.py because
the REST route cannot import an MCP tool module and a second spelling of the
list is how the doors would come to disagree. Both create and update route
through it, so a bogus kind is now a readable error rather than a
CheckViolationError surfacing as a 500.

TaskKind joins TaskStatus and TaskPriority as a real enum, and update_note
validates task_kind exactly as it already validated those two — the field
had been reaching setattr through the hasattr guard with no validation at
all, unnoticed only because no door ever offered it.

The `-> plan` question #3129 raised is answered in code rather than left
implicit: MINTABLE_KINDS is work/issue/spike, deliberately NARROWER than the
column's CHECK. `plan` stays a valid stored value because historical
plan-tasks carry it and must stay writable; it is simply not a value any
door hands out, and the refusal names start_planning because a caller
reaching for it wants a plan. The whitelist and the policy answer different
questions and are not the same list.

Every new test reads the value BACK. One that only asserted the call
succeeded would have passed against the broken code — the route returned 200
while dropping the field, which is how this survived long enough to be found
by hand.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 15:55:04 -04:00
bvandeusen 5aabc31ee7 Rules that can go stale say so — verify_with, expires_when, the sweep, and task_kind='spike' (milestone 312, steps 1–5)
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2026-08-27 13:43:57 -04:00
bvandeusenandClaude Opus 5 4be1eaecf6 fix(tests): a Note's is_task cannot be set — status is what makes one (#3099)
The spike CHECK tests constructed Note(is_task=True). `is_task` is a derived
read-only property — `status is not None` — so SQLAlchemy raised
"property 'is_task' of 'Note' object has no setter" before any row reached
the database. All three failed for that, not for anything about migration
0091; the other 80 integration tests passed, including 0090's.

status="todo" is what makes a note a task. Noted inline, since the field
appears in to_dict output and reads like an ordinary column from there.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 13:43:57 -04:00
bvandeusenandClaude Opus 5 e2e64b94c0 feat(tasks): task_kind gains 'spike' — the investigation, not the change (#3099, milestone 312 step 5)
A spike is a shape the other kinds cannot hold. `work` ships a change;
`issue` fixes something broken. A spike is time-boxed and its output is
KNOWLEDGE — it succeeds by producing an answer, and nothing ships at the end
of it. Filing one as `work` makes a finished investigation look like an
abandoned change, which is why the distinction earns a value rather than a
convention.

It is also the record a failed check asks for. This milestone gave rules a
verify_with; when one fails the rule is wrong, and the next move is often to
go and find out what replaced it. notes.arose_from_id already exists (0065),
so constraint -> spike provenance needed no schema at all — only a docstring
saying it is there.

Rule 36: the value and the widened CHECK land in the same migration, DROP
then ADD, exactly as 0065 did for 'issue'. The two whitelists live in one
tuple each so upgrade and downgrade cannot disagree about what the list was
on either side. The downgrade demotes existing spikes to 'work' first —
lossy, deliberately, because the alternative is a downgrade that fails on
real data, and one that says what it did beats one that cannot run.

'plan' stays whitelisted though retired: historical plan-tasks carry it, and
a row that cannot be rewritten cannot be edited, restored or migrated.

The integration test asserts both halves. A test that only proved 'spike' is
accepted would pass just as happily against a table whose CHECK had been
dropped and never re-added — which is the other way rule 36's failure
happens — so an unknown kind is asserted to still raise.

Not in scope, deliberately: any special lifecycle, time-box enforcement, or
gating relationship. It is a kind, not a workflow.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 13:43:57 -04:00
bvandeusenandClaude Opus 5 3345be84d1 feat(rules): the check is editable, visible, and sweepable in the UI (#3098, milestone 312 step 4)
Rule 27 — the milestone was backend-only until this. Four surfaces:

RULE EDITOR — verify_with and expires_when under a legend that asks the
actual question ("Can this rule go stale?") and says empty is the normal
answer, because most rules are decisions and a form that implies a missing
field would get them filled in out of tidiness. When the SAVED rule carries
a check, the stamp shows with Still true / No longer true beside it. The
stamp reads the stored value, not the draft: an unsaved edit to the textarea
has not been run against anything.

SWEEP PANE — its own surface, not a filter on the rule list. That list can
only ever show one topic of one rulebook, and a rule that has gone false
belongs to no one rulebook; filtering it would under-report, which is the
failure this whole surface exists to catch. Reached from the rulebook list,
below the rulebooks, because that is where you go to look at rules.

RULE ROWS — a chip only on rules carrying a check, so its presence is the
signal. PROJECT RULES TAB — the check shows beside `why` when a rule has
one, read-only: that tab is the project's view of what binds it.

NO AGE-GRADED COLOUR anywhere, deliberately. The sweep is already ordered by
urgency, so a red/amber ramp would restate the ordering AND require an
invented "stale after N days" threshold — a magic number nobody could defend
and the first thing to go out of date. --fs-overdue is error red and reserved
for a broken promise like a missed due date; a verification age is not one,
and colouring it that way makes a rule someone just wrote look broken. Only
"never" is marked, because it is categorically different from a date rather
than a worse one — and it is marked by weight, not hue.

An empty sweep says "Nothing to check", not nothing: good news must not read
as a broken page.

Two chips (tier, then verification) turned out byte-identical, so .rule-chip
moves to rules-shared.css and snippet #2906 is updated to match rather than
left describing a file that has moved on. Its header comment counted the
panes it served; that count went stale the moment a fourth arrived, so it no
longer counts.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 13:43:57 -04:00
bvandeusenandClaude Opus 5 35c632f834 docs(rules): a project rule is shaped differently, not just scoped differently (milestone 312)
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 13:43:57 -04:00
bvandeusenandClaude Opus 5 b97f57ee7f feat(rules): the staleness sweep — which standing rules assert a fact nobody has confirmed (#3097, milestone 312 step 3)
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 13:43:57 -04:00
bvandeusenandClaude Opus 5 874f7cacdb test(rules): the kwargs assertion learns about clear (#3096, milestone 312 step 2)
test_update_rule_only_sends_non_default_fields pins that the MCP door
forwards only what the caller actually gave. `clear` is now always
forwarded — an empty tuple is "clear nothing", a value rather than an
absent argument — so the expected kwargs gained it. The property under
test is unchanged: everything left at its default still stays out.

Two tests added beside it while the shape is in view: naming a field for
clearing reaches the service as `clear`, and the check fields are
forwarded when given.

CI 4630 otherwise green — the integration lane ran all six of the new
real-Postgres cases (72 selected, was 66) and applied 0089 -> 0090.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 13:43:57 -04:00
bvandeusenandClaude Opus 5 91b34619f9 feat(rules): the write path carries a rule's check, and empty finally means empty (#3096, milestone 312 step 2)
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 13:43:57 -04:00
bvandeusenandClaude Opus 5 3d4f5be711 feat(rules): a rule can carry its own check — verify_with, expires_when, verified_at (#3095, milestone 312 step 1)
A rulebook holds two kinds of row in one table. A NORM is a decision: no
truth value, changes only when its author changes it, and they know they
did. A CONSTRAINT asserts a fact about someone else's software, and goes
false with nobody present. Milestone 307's audit found nine stale sites;
every one was a constraint, and not one norm had rotted.

Three nullable columns so a rule can say how to check itself. expires_when
is a STATE, not a date — constraints expire when the ground moves, not on a
schedule. verified_at NULL means never checked and sorts FIRST in the sweep
to come: unexamined outranks examined-long-ago. Most rules set none of the
three; a null verify_with is the marker for "this is a decision, there is
nothing to go and check," and it only reads that way while it stays honest.

Nothing is backfilled and nothing is indexed. A migration cannot invent a
check any more than 0088 could invent a trigger, and the sweep reads a whole
rulebook — hundreds of rows, on operator demand, never on a request path.

Also, in the backup service the fields had to pass through:

- Restore now remaps arose_from_id through note_id_map. It has been exported
  since 0088 and silently dropped on the way back in ever since, so every
  restore lost every rule's provenance link.
- _dt_or_none, because _dt substitutes now() for an absent value. That is
  right for created_at/updated_at and wrong here: a rule nobody ever checked
  would restore looking freshly checked and fall to the bottom of the sweep
  it should top.

Column additions do not move BACKUP_VERSION; only new sections do, as when
0088 added when_to_apply/tier/arose_from_id to the same helper.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 13:43:57 -04:00
bvandeusenandClaude Opus 5 15659e2c57 fix(tests): a Note's is_task cannot be set — status is what makes one (#3099)
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The spike CHECK tests constructed Note(is_task=True). `is_task` is a derived
read-only property — `status is not None` — so SQLAlchemy raised
"property 'is_task' of 'Note' object has no setter" before any row reached
the database. All three failed for that, not for anything about migration
0091; the other 80 integration tests passed, including 0090's.

status="todo" is what makes a note a task. Noted inline, since the field
appears in to_dict output and reads like an ordinary column from there.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 12:05:07 -04:00
bvandeusenandClaude Opus 5 88e9c0b0bd feat(tasks): task_kind gains 'spike' — the investigation, not the change (#3099, milestone 312 step 5)
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A spike is a shape the other kinds cannot hold. `work` ships a change;
`issue` fixes something broken. A spike is time-boxed and its output is
KNOWLEDGE — it succeeds by producing an answer, and nothing ships at the end
of it. Filing one as `work` makes a finished investigation look like an
abandoned change, which is why the distinction earns a value rather than a
convention.

It is also the record a failed check asks for. This milestone gave rules a
verify_with; when one fails the rule is wrong, and the next move is often to
go and find out what replaced it. notes.arose_from_id already exists (0065),
so constraint -> spike provenance needed no schema at all — only a docstring
saying it is there.

Rule 36: the value and the widened CHECK land in the same migration, DROP
then ADD, exactly as 0065 did for 'issue'. The two whitelists live in one
tuple each so upgrade and downgrade cannot disagree about what the list was
on either side. The downgrade demotes existing spikes to 'work' first —
lossy, deliberately, because the alternative is a downgrade that fails on
real data, and one that says what it did beats one that cannot run.

'plan' stays whitelisted though retired: historical plan-tasks carry it, and
a row that cannot be rewritten cannot be edited, restored or migrated.

The integration test asserts both halves. A test that only proved 'spike' is
accepted would pass just as happily against a table whose CHECK had been
dropped and never re-added — which is the other way rule 36's failure
happens — so an unknown kind is asserted to still raise.

Not in scope, deliberately: any special lifecycle, time-box enforcement, or
gating relationship. It is a kind, not a workflow.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 12:02:41 -04:00
bvandeusenandClaude Opus 5 c83bedf3be feat(rules): the check is editable, visible, and sweepable in the UI (#3098, milestone 312 step 4)
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Rule 27 — the milestone was backend-only until this. Four surfaces:

RULE EDITOR — verify_with and expires_when under a legend that asks the
actual question ("Can this rule go stale?") and says empty is the normal
answer, because most rules are decisions and a form that implies a missing
field would get them filled in out of tidiness. When the SAVED rule carries
a check, the stamp shows with Still true / No longer true beside it. The
stamp reads the stored value, not the draft: an unsaved edit to the textarea
has not been run against anything.

SWEEP PANE — its own surface, not a filter on the rule list. That list can
only ever show one topic of one rulebook, and a rule that has gone false
belongs to no one rulebook; filtering it would under-report, which is the
failure this whole surface exists to catch. Reached from the rulebook list,
below the rulebooks, because that is where you go to look at rules.

RULE ROWS — a chip only on rules carrying a check, so its presence is the
signal. PROJECT RULES TAB — the check shows beside `why` when a rule has
one, read-only: that tab is the project's view of what binds it.

NO AGE-GRADED COLOUR anywhere, deliberately. The sweep is already ordered by
urgency, so a red/amber ramp would restate the ordering AND require an
invented "stale after N days" threshold — a magic number nobody could defend
and the first thing to go out of date. --fs-overdue is error red and reserved
for a broken promise like a missed due date; a verification age is not one,
and colouring it that way makes a rule someone just wrote look broken. Only
"never" is marked, because it is categorically different from a date rather
than a worse one — and it is marked by weight, not hue.

An empty sweep says "Nothing to check", not nothing: good news must not read
as a broken page.

Two chips (tier, then verification) turned out byte-identical, so .rule-chip
moves to rules-shared.css and snippet #2906 is updated to match rather than
left describing a file that has moved on. Its header comment counted the
panes it served; that count went stale the moment a fourth arrived, so it no
longer counts.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 11:53:35 -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 469b43f222 test(rules): the kwargs assertion learns about clear (#3096, milestone 312 step 2)
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test_update_rule_only_sends_non_default_fields pins that the MCP door
forwards only what the caller actually gave. `clear` is now always
forwarded — an empty tuple is "clear nothing", a value rather than an
absent argument — so the expected kwargs gained it. The property under
test is unchanged: everything left at its default still stays out.

Two tests added beside it while the shape is in view: naming a field for
clearing reaches the service as `clear`, and the check fields are
forwarded when given.

CI 4630 otherwise green — the integration lane ran all six of the new
real-Postgres cases (72 selected, was 66) and applied 0089 -> 0090.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 09:31:30 -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 e08e999406 feat(rules): a rule can carry its own check — verify_with, expires_when, verified_at (#3095, milestone 312 step 1)
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A rulebook holds two kinds of row in one table. A NORM is a decision: no
truth value, changes only when its author changes it, and they know they
did. A CONSTRAINT asserts a fact about someone else's software, and goes
false with nobody present. Milestone 307's audit found nine stale sites;
every one was a constraint, and not one norm had rotted.

Three nullable columns so a rule can say how to check itself. expires_when
is a STATE, not a date — constraints expire when the ground moves, not on a
schedule. verified_at NULL means never checked and sorts FIRST in the sweep
to come: unexamined outranks examined-long-ago. Most rules set none of the
three; a null verify_with is the marker for "this is a decision, there is
nothing to go and check," and it only reads that way while it stays honest.

Nothing is backfilled and nothing is indexed. A migration cannot invent a
check any more than 0088 could invent a trigger, and the sweep reads a whole
rulebook — hundreds of rows, on operator demand, never on a request path.

Also, in the backup service the fields had to pass through:

- Restore now remaps arose_from_id through note_id_map. It has been exported
  since 0088 and silently dropped on the way back in ever since, so every
  restore lost every rule's provenance link.
- _dt_or_none, because _dt substitutes now() for an absent value. That is
  right for created_at/updated_at and wrong here: a rule nobody ever checked
  would restore looking freshly checked and fall to the bottom of the sweep
  it should top.

Column additions do not move BACKUP_VERSION; only new sections do, as when
0088 added when_to_apply/tier/arose_from_id to the same helper.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-27 07:44:13 -04:00
bvandeusen 0e5aed58a9 Rules become findable: canon catalog, triggers, tiers, edges, retrieval, surfacing (milestone 307, steps 1–5) (#131)
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Steps 1-5 of milestone 307. Design in note 3026; the step-6 true-up proposal is note 3061 and needs this deployed first.

Behaviour-neutral by construction: tier defaults to always_on, so every rule this instance already has keeps binding exactly as it did. That guarantee is the first case in tests/test_integration_rule_surfacing.py, against real Postgres.

Migrations 0087-0089 are additive. First boot backfills rule embeddings in the background. Plugin manifest at 0.1.47.
2026-08-26 17:12:40 -04:00
bvandeusenandClaude Opus 5 02c1e37620 feat(rules): the write path can notice a standing rule it was never given (#3031, milestone 307 step 5, hook arm)
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A conditional rule is not resident, so a session can be about to violate one it
was never handed. This arm notices: when what is being written resembles a
rule's trigger, the hint names it and says to read it before deciding it does
not apply.

A SUGGESTION, and the plan was wrong about why it could be more. It claimed the
hook "already resolves a path to an area" — it does not, and nothing in Scribe
maps a path to a System or a canonical area (build_write_path_hint resolves
paths against snippet LOCATIONS, a different index; the learned-alias idea
belongs to another project). Correction logged on the task. Rather than invent
path→area inference to make a stale claim true, the arm does what D7 already
decided and what this surface already IS: tags bind at enter_project, meaning
suggests here. The header of the hook says NEVER BLOCKS; dressing a hint up as
binding would have been the actual mistake.

CONDITIONAL RULES ONLY. An always-on rule is already in the session, so
re-offering it is noise — and noise on a hint that fires on every write is how
a hint gets ignored.

Telemetry goes to retrieval_logs, NOT note_usage_events, and that is a
correctness call rather than a preference: note_usage ids are REMAPPED on a
backup restore, so a rule id written there would come back attached to whatever
note took that number — silently corrupting the evidence the next true-up is
supposed to read. retrieval_logs is never restored and `source` already
separates surfaces. record_retrieval's `results` type widened to match what it
actually needs (an `.id`), instead of passing a Rule to something annotated Note.

The rule dedup gets its OWN state file and query parameter, like the three
channels before it — #2708's lesson was that one shared channel lets a hint of
one class silence a different class that had never been shown. Plugin version
bumped: a hook change clients cannot see did not ship (#1040).

The stub is autouse in conftest rather than added to forty-odd call sites: the
arm loads an embedding model, and every existing test that stubs the NOTES
search would otherwise pull a real model in through the one arm it had no way
to know about.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 16:35:36 -04:00
bvandeusenandClaude Opus 5 4585cda3ff fix(rules): import or_ in rulebooks — the tier gate used it unimported (#3031)
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NameError at runtime: the tier/area clause and co_surfaced_partners both build
an or_(), which rulebooks.py never imported. py_compile passes on this (it is
a name error, not a syntax error) and so did the whole unit suite.

Where it surfaced is the useful part. The unit tests mock the session, so the
project-areas query returns empty, `reachable` stays None, and the or_ branch
is never taken — they exercised the path that avoids the bug. Only the
integration lane, with a real project and real rows, went down the branch that
needed the name. Six integration tests caught it, including the inception one
that merely calls get_applicable_rules in passing.

A reminder about which lane proves what: mocking the thing that selects the
branch means the branch is untested by construction.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:13:40 -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 6ada97bb0b fix(rules): resolve the Rule forward ref for ruff and readers (#3030)
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F821: the quoted `"Rule"` in semantic_search_rules' return annotation
evaluates fine at runtime — a string inside a subscript is a value, not a name
lookup — but it points at nothing a reader or a type checker can follow, which
is what ruff is objecting to and it is right to.

A TYPE_CHECKING import resolves it at zero runtime cost, while the real import
stays inside the function so this module still does not pull in the rulebook
models. Placed after the import block, where isort wants the guard.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:03:40 -04:00
bvandeusenandClaude Opus 5 95a37318fc feat(rules): rules become findable by meaning (#3030, milestone 307 step 4)
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Rules were the only major record type with no vector, so `search` could never
return one and a rule could arrive only by being preloaded. That single fact is
what made every rule compete for one always-on budget.

THE DECISION THE TASK ASKED FOR, made explicitly: a sibling rule_embeddings
table, not a polymorphic embedding row. The ROW could have been generalised;
the SEARCH could not. semantic_search_notes is Note-specific scoping end to end
— the visibility clause, the supersession penalty, note_type/task_kind/system
filters — and a rule shares none of it, scoping instead by rulebook ownership
or project. Generalising the row while still needing two searches is the worst
of both: a key with referential integrity to neither table, on the path every
session start runs, to share four columns. What is genuinely common is
BEHAVIOUR — get_embedding, chunk_document, embedding_text, CHUNKER_VERSION —
and those are reused as-is. Sharing them is the DRY win; sharing the table
would have been the DRY costume.

The document shape is measured, not chosen (note 2485). That pass found the
snippet was the only discriminative record in the corpus — a 0.153
top-to-second gap against 0.010-0.023 — and that the cause was its SHAPE:
purpose stated twice in a short single-topic document. rule_document
reproduces it: the trigger in the title AND as the body's first line.

And it excludes `why`, which matters more than any of it. `why` is dated
incident narrative — rule 46's runs to 4,300 characters — and long multi-topic
prose is exactly what made sixteen dev-logs mutually indistinguishable. Adding
it would not give the vector more to work with; it would give every rule the
SAME thing to work with. rule_document takes no `why` parameter at all, so a
well-meaning caller cannot pass one.

A rule with no trigger degrades to title + statement — findable, less sharp.
That is an argument for backfilling triggers (step 6), not for padding the
document with whatever text is nearby.

search(content_type="rule") returns the rule WITH its why and how_to_apply:
they are its operational half, the session payload never carries them, and a
caller who went looking should not have to re-fetch. Writes re-index
fire-and-forget like notes; startup backfills in its own try block so neither
backfill can skip the other. rule_embeddings is derived, so it joins
note_embeddings in the backup's explicitly-NOT-included list.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 15:00:49 -04:00
bvandeusenandClaude Opus 5 682bea5257 fix(rules): the third row literal — fetchRules builds a list row too (#3029)
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vue-tsc caught what I missed: there were THREE places hand-building a rule
list row, not two. fetchRules mapped full rules down to the same four fields
in a spot far from the other two, so consolidating the pair I could see left
this one behind — which is precisely how the server side ended up with three
divergent trim dicts in the first place.

All three now go through toHeader.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 14:26:20 -04:00
bvandeusenandClaude Opus 5 8b60d552d2 feat(rules): the rule editor asks when it applies, and the list shows its age (#3029, milestone 307 step 3, UI)
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Rule 27 — the schema and both doors shipped with no human surface, so step 3
was not shippable until this.

RuleEditorSlideOver gains the trigger, the tier, the areas, and a read-only
view of the rule's edges. The tier is a radio pair carrying the test itself
rather than a bare toggle: 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. It also says why conditional is not a demotion —
it costs nothing when irrelevant, which is what lets a rule be as long as it
needs to be. The relations block states the rule the whole milestone turns on:
rules that FAIL TOGETHER are linked, never merged.

RuleListPane shows the trigger and the LAST-CHANGED DATE on every row, and
marks conditional only — always_on is the default and badging every row would
say nothing. The date is the cheap triage the FabledCurator case wanted: a
rule whose age predates the capability it duplicates is visible at a glance
instead of needing a get_rule to find out.

ProjectRulesTab's inline create form gains the same two fields, because a
project rule bloats exactly the way a family one does — FabledCurator has 23
of them.

Two type fixes the new shapes forced, both worth keeping:
- toHeader() in the store: a list row is the server's rule_brief, so patching
  a list locally has to mirror every field it carries or the two disagree.
  There were two hand-built four-field literals doing that job.
- ApplicableRules.rules / .project_rules are now described AS RuleHeader
  rather than as two more hand-written shapes — the same builder produces
  them, so the same type should describe them.

groupByRulebookAndTopic skips a null-topic rule rather than widening
TopicGroup to accept one: a rule carries topic_id XOR project_id, so a null
topic in that list means something is wrong upstream, and a widened type would
hide it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 14:23:40 -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 6ddb8bf859 feat(rules): a rule can say when it applies, which area it is about, and what it belongs with (#3029, milestone 307 step 3, schema)
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A rule could not state its trigger, its area, or its siblings, so all three
were being written as prose instead: a System's charter restating rule text,
a `why` naming the note that caused it, and two halves of one shape merged
into a single row because either could surface without the other.

Migration 0088 adds the four fields those workarounds stood in for:

- `when_to_apply` — the trigger. Nullable in the DB and required at the
  service layer: existing rules have none and a migration cannot invent one.
- `tier` — always_on | conditional, defaulting to always_on. This migration
  therefore changes NOTHING about which rules bind; an install upgrades and
  every rule keeps arriving exactly as before. Getting that backwards is the
  one failure this milestone exists to prevent, so _valid_tier falls back to
  always_on rather than silently un-binding a rule with a typo'd tier.
- `arose_from_id` — the record that caused the rule, the edge notes and tasks
  already have. SET NULL: trashing the source does not repeal the rule.
- `rule_systems` / `rule_relations` — the canon tag and the typed edges
  (co_surfaces / overrides / elaborates), each earned from a workaround its
  absence forced.

rule_brief() replaces the THREE hand-written trim dicts that had already
diverged — two carried topic_id, one didn't, and none carried the timestamps
the model has held all along. That omission is why a rule written before the
capability it duplicates was indistinguishable at read time from one still
doing work. It now carries updated_at as a DATE: the question is "how old is
this", and a full stamp across the always-on set is ~2k characters for
precision nobody reads. The two callers select the ENTITY rather than a column
list, so rule_brief stays the single place deciding what a surfaced rule says.

Backup: both new tables carried, area tags by canonical SLUG (ids are
per-install). The rule-relation restore runs after ALL rules exist and after
the catalog, because an edge names two rules and a tag names a global row —
sections renumbered so the file reads in dependency order. A pre-0088 payload
restores with tier=always_on, i.e. binding exactly as when it was taken.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 14:11:32 -04:00
bvandeusenandClaude Opus 5 67874268bb test(systems): move the name-gate cases to the service the gate moved into (#3028)
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Two tests further down test_mcp_tool_systems.py still drove the gate through
the tool — `svc.list_systems` stubbed, the tool doing the normalising — so the
new `await systems_svc.assess_system_name(...)` hit an unstubbed MagicMock.

Stubbing them at the tool would have kept testing the wrong layer. The
normalisation cases belong with the logic, so they move to
tests/test_services_systems.py as real coverage of assess_system_name: case and
whitespace folding, exact-beats-overlap (and that an exact hit short-circuits
the lesser lookup), no invented match, fail-open on both arms, and silence for a
nameless system.

What stays the tool's job — rendering a duplicate, applying an exact area,
offering an overlap — is already covered at the top of that file.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 13:02:09 -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 Opus 5 879ef3053e fix(systems): the bootstrap ask reads the catalog, so its test must supply one (#3027)
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CI caught the seam the promotion opened: the standard names now come from an
async catalog read, and the unit test patches systems_svc wholesale — so the
read raised, the fail-open swallowed it, and the ask shipped without the names
it is supposed to carry.

Stub standard_systems in that test, and assert the wiring rather than the
vocabulary: THAT the seeded set is these eight is migration 0087's business and
belongs in the inception integration test, against a real database.

Adds the case the promotion actually created — an unreachable or empty catalog
must still produce the ask. The names are an aid to the question, not the
question; degrading to a weaker nudge is fine, going silent is not.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 12:34:29 -04:00
bvandeusenandClaude Opus 5 a97547fbc6 feat(systems): the area vocabulary becomes a global table so a rule can point at one (#3027, milestone 307 step 1)
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The eight standard area names already existed — as STANDARD_SYSTEMS, a tuple in
services/systems.py that milestone 297 seeds at inception. A constant cannot be
a foreign key, so nothing outside a project could reference an area: systems.
project_id is NOT NULL, and a rule that spans projects would have to chain
itself to one project's row. And because the list only ever applied on the
inception-seed path, three spellings of one area reached this instance anyway
(CI & runners / CI and Release / CI & release).

- canonical_systems: global, no user_id — a shared project inherits the
  vocabulary instead of re-earning it. Migration 0087 seeds the same eight.
- systems.canonical_id: nullable, SET NULL. Association only — no System is
  renamed and record_systems is untouched, so no record's tags move.
- canonical_slug folds &/and, case and punctuation, so spelling variants map
  mechanically and a real difference ("CI & runners") becomes a proposal a
  human confirms. propose_mappings reports; set_system_canonical is the only
  writer.
- seed_standard_systems now reads the catalog and maps as it mints, so a
  project born standard never needs a reconciliation pass.
- Catalog writes are admin-only; reads are open — a global list anyone can
  extend stops being shared.
- backup: carried by SLUG, not id (ids are per-install). Restore reuses the
  target's own rows and only creates entries an admin added on the source; an
  unknown slug restores unmapped rather than failing.

Rule 22: STANDARD_SYSTEMS is removed, not deprecated. Rule 115: nothing seeded
names an app, repo or house convention. Design in note 3026.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-26 12:31:18 -04:00
bvandeusen 6b1f5e8031 Merge pull request 'Three fixes where the capability already existed and only the door was missing (#2782, #2975, #2278)' (#130) from dev into main
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2026-08-24 07:56:44 -04:00
bvandeusenandClaude Fable 5 a8f35e465e refactor(plugin+tests): the last two parallel-family gaps — pageable list tools, one config preamble (#2278)
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DRY pass 3's remainder. Both halves start from enumeration, because the task's
candidate list was hypotheses and the process requires counting before
proposing — and counting changed the answer twice.

## The list_* family: a limit with no offset

Enumerated all 19 `list_*` MCP tools first. They are genuinely heterogeneous —
8 take `project_id`, 6 take `limit`, six take no arguments at all — so a
common-parameter guard would invent a convention the API does not have, which
is the over-DRY trap (§5). One contract IS real: a `limit` without an `offset`
is a truncation with no continuation. The caller is told there are 250 results,
handed 50, and given no way to ask for the rest.

Two tools had it, and both were capped over a service that already accepted an
offset: `snippets_svc.list_snippets(offset=0)` was simply not exposed, and
`list_processes` passed a hardcoded `offset=0` into `query_knowledge`. The
capability existed one layer down in both; only the door was missing — the
missing-sibling shape exactly. Both now expose it.

`tests/test_mcp_list_family.py` guards it, with `list_tags` exempted for a
stated reason (a ranked top-N over a bounded vocabulary has no "rest" to page
into). Candidates derived, decision explicit, same design as test_mcp_auth —
plus the reverse checks: a stale exemption, and an offset with no limit, which
would page through an unbounded result set. Verified non-vacuous by running the
sweep against the pre-fix tree, where it fails naming both tools.

## The verb pairs: no finding, which is the finding

`preview`/`apply` and `dry_run`/`commit` do not exist anywhere in the 102
tools — those were guesses about a shape Scribe never adopted. `count_*` does
not exist either. Of the create/delete stems only `project_rule` lacks a
`delete_X`, and deliberately: a project rule IS a rule, `delete_rule` removes
it, and the docstring says so. `force` sits on 6 of 7 duplicate-gated creates;
the exception is `create_system`, whose gate is an exact normalized-NAME match
rather than a semantic near-match — forcing it would split one area's records
across two piles, which its own message explains. No guard added: it would
need a seven-entry exemption list to defend against a hypothetical. Recorded
on the leave-alone list instead, which the process asks for by name.

## The hook config preamble

Not 3 of 6 hooks as recorded — all FIVE carried their own copy, and of four
lines rather than two. The extra two are a guard treating an unexpanded
`${...}` placeholder as unset, so it is never sent as a garbage Bearer token:
precisely the correctness detail a sixth hook would omit with nothing failing
loudly. Now `scribe_config` in scribe_defs.sh, which also declares the two
names it owns. It sets globals rather than echoing, so a token never passes
through a subshell's output where xtrace or a log could catch it, and returns
a status so a caller can bail (`|| exit 0`) or continue degraded — the
session-context hook still owes its static floor when Scribe is unconfigured.

`check_plugin.py` now runs shellcheck with `-x`. Without it the shared helpers
were invisible: every variable they set read as unassigned and every bug inside
them went unlinted at the call site, which is the opposite of what sharing them
was for. All twelve fail-open scenarios still pass, and all five hooks were
probed live against the instance — prior_art and after_write both still name
canon, autoinject returns context, session_context serves 11k chars of rules,
sync_processes stays silent. Plugin 0.1.46 (#2209).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-24 01:28:07 -04:00
bvandeusenandClaude Fable 5 64bfa5725f feat(telemetry): a read surface over retrieval_logs — the tuning loop had no read half (#2975)
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`retrieval_logs` was write-only. `record_retrieval` inserted rows and nothing
in the tree ever selected from them: the only `select()` over RetrievalLog
lived in a test. So #1038's gate — "build the reranker once telemetry shows
precision is the bottleneck" — was unsatisfiable by construction, and the one
real tuning decision on record (the 0.68 write-path threshold, #2223) had to
be reached by hand-probing the live instance with eight payloads. This adds
the half that was missing.

`retrieval_summary(user_id, days=30)` returns two aggregates side by side,
each read from the table built for it — NOT a join. NoteUsageEvent's docstring
is explicit that the two are complements ("RetrievalLog tunes the threshold,
this tunes the corpus") and that RetrievalLog's JSONB `result_ids` cannot be
indexed at the per-note grain, so correlating through it would be both slower
and less honest than reading each source directly. That corrects the approach
sketched on the task.

  - `sources`, per surface: calls, zero_result_calls, cleared_threshold (how
    often the best hit beat the threshold in force for THAT call), the
    top_score spread as p10/p50/p90/min/max, avg_result_count, p90 duration.
    Zero-result calls are counted apart from low-scoring ones — they are a
    different failure and averaging them together would hide both.
  - `usage`, from note_usage_events: ranked surfacings, ambient surfacings,
    and pulls split into `pulled_by_agent` / `pulled_by_human`.

That split is not decoration. NoteUsageEvent's own comment says the mcp_/rest_
prefix is load-bearing and names #1038 while saying so: "is this dead weight?"
is answered by any pull, "was that injected line useful?" only by an agent
pull. `pull_through` exists to answer the second, so it counts agent pulls
over ranked surfacings; both halves ship so the first stays answerable.

Two things the code made me get right rather than guess:

  - Distinct-note counts get their own queries. `count(distinct note_id)` per
    (event, source) group cannot be summed across groups — a note surfaced by
    two sources is one distinct note and would be counted twice. A wrong
    number labelled "distinct" is worse than no number.
  - No CASE in the GROUP BY. #2663 is the bug where a second case() rendered
    its own expanding bind names, Postgres rejected the query, a broad except
    swallowed it, and every counter read zero in production while mocked tests
    passed. Grouping on raw `source` and classifying in Python cannot fail
    that way. For the same reason the readout distinguishes `read_failed` from
    an empty window, and its tests are integration against real Postgres —
    percentile_cont ... WITHIN GROUP only proves it parses against a database.

Exposed as the `retrieval_telemetry` MCP tool, added to `_READ_ONLY_TOOLS`:
it mutates nothing, but its name carries no read prefix, so the completeness
test cannot derive it and it would otherwise have failed closed for read-only
keys in silence — the same reason `enter_project` is spelled out there. Docs
updated to name both exceptions rather than leave the rule looking derivable.

Scoped to the caller's own telemetry: a retrieval log records what one user's
agent asked for, query text included, and is not a shared record kind — the
owner filter is the whole access rule, not a shortcut past access.py.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 22:48:54 -04:00
bvandeusenandClaude Fable 5 446d6da0d7 fix(snippets): an annotated record is not a diverged one — a standing verdict vouches at its commit (#2782)
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Pull-time freshness confirms a cached body by containment: normalised cached
code must appear inside the fetched file. That is right for a record kept
verbatim and permanently wrong for a deliberately annotated one. A record
whose job is to say WHY the shape is what it is carries commentary the source
does not, so containment fails on every pull, forever — #2508 was reading
`diverged` although its declarations match the source exactly, and always
would. Annotation is a sanctioned record style, so this was two deliberate
designs colliding, and it was quietly poisoning the one honest drift signal:
decision #2707's scoreboard watches body_freshness for `diverged` and was
accruing false positives it could never age out.

The escape hatch is the verdict itself. verify_snippet is exactly where a
human or agent already judged this body a faithful rendering of that source,
and `verification.commit_sha` records the repo commit they judged it at — a
field whose own docstring (#2688) anticipated this: "makes 'the REPO moved on
since the check' computable, once the forge integration can compare it against
the current head." This is that comparison. When containment fails, a standing
verdict can still vouch, on four conditions and no fewer:

  - the verdict says `ok`;
  - it has not EXPIRED — verification_view recomputes code_sha against the
    record's current body, so editing the record retires the verdict;
  - it was not INVALIDATED by a push touching the location (#2691);
  - the file just fetched is at the very commit the verdict was stamped at.

That last one is what keeps it honest: the hatch vouches for a body against
ONE known commit, never against whatever the source became since. The moment
the file moves, containment resumes as the authority and the record reads
`diverged` until someone re-verifies — correct, because at that point nobody
has looked. The first three are checked by reusing verification_view rather
than restating its rule, so "expired" keeps meaning one thing.

Nothing is rewritten and no new freshness value is minted; `verification`
already travels in the same payload, so a reader can see the basis rather
than take "current" on faith. Verdicts predating commit stamping carry no
commit to compare and therefore do not vouch — they fall through to
containment rather than passing on age alone.

Tests pin the fix and, more usefully, every condition that switches it back
off: moved commit, expired verdict, push-invalidated verdict, non-ok verdict,
no verdict, and a pre-#2688 verdict with no commit_sha. Plus a regression
that a verbatim record still takes the containment path untouched.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 22:36:04 -04:00
bvandeusen 136dbc16a6 Merge pull request 'Dead CSS deleted, and the instrument that found it sharpened (#2962, #2970)' (#129) from dev into main
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2026-08-23 21:34:17 -04:00
bvandeusenandClaude Fable 5 6871c25445 docs(frontend): the task-body comment no longer points at a class that was deleted (#2962)
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`.editor-body` was removed from editor-shared.css in c5faaf3 — nothing used
it once TaskEditorView replaced it — so "Replace .editor-body for task
editor" now names something a reader cannot find. Say what .task-body is and
record that its predecessor is gone.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 21:32:11 -04:00
bvandeusenandClaude Fable 5 57f6982f56 test(ledger): the transition/prefix references clear the flag end to end; plugin 0.1.45 (#2970)
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Integration cover for the seam the unit tests only meet at either end: a
template that names no class at all (`<transition-group name="toast">`) and
one that builds its class (`` `status-${s}` ``) run through the real
extractor, through resolve_consumers, into `flag="unused-css"` — and the
rules they reach stop being reported, while a rule nothing can reach stays
listed. The prefix credits BOTH status rows, which is the documented
reading: the template does not say which one it built.

The manifest bump is what the last commit owed — it edited the
shape-accounting skill, and the installer compares versions to decide
whether to refresh the cache that actually executes (#2209), so plugin
edits that ship without a bump reach the repo and stop there. CI caught it
on 4323; 0.1.44 -> 0.1.45.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 21:30:21 -04:00
bvandeusenandClaude Fable 5 df18e897af feat(ledger): the consumer map reads transition names and concatenated prefixes (#2970)
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Paying down #2962 measured `flag="unused-css"` against a hand audit and
found it had a permanent false-positive floor: roughly sixty classes it
called unused are alive and always would be, because two ordinary authoring
forms produce names no reader of `class=` attributes can see. A flag whose
list you cannot act on line by line is worse than no flag — act on it and
you delete live UI.

- A transition `name=` IS a class reference. `<Transition name="toast">`
  makes Vue apply `.toast-enter-active` and its siblings at runtime, and
  React's `<CSSTransition classNames="fade">` does the same with a different
  suffix set. Every spelling of the tag is read (`Transition`,
  `TransitionGroup`, `transition-group`), and the emitted suffix set is the
  union of Vue 3, Vue 2 and React: naming a class no rule defines costs
  nothing, since it resolves to no row. A bound `:name` stays unknowable.
- A concatenated name contributes its static head as a PREFIX reference.
  `` `status-${s}` ``, `'pri-' + p` and `class="card-{{ v }}"` all leave a
  head behind once the hole is blanked — and `_CLASS_TOKEN_RE` accepts a
  trailing hyphen, so until now the extractor emitted a junk token
  `"status-"` that matched nothing. It is now `status-*`, and
  resolve_consumers credits every row whose symbol starts with that head,
  each under the same own-file-else-fan-out rule as an exact token. `*`
  cannot occur in a class token, so the marker rides the existing
  dict[str, int] with no schema change. A head shorter than two characters
  says nothing and is dropped.

Crediting every candidate row is the honest reading: the template genuinely
does not say which one it built, and the alternative is reporting live rules
as dead. What the map still cannot see is a name assembled in a script —
`classList.add` — which stays deliberately out of scope; the skill, the
`flag=` docstring and the refresh payload docs all say so now.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 21:27:27 -04:00
bvandeusenandClaude Fable 5 4179f3e560 refactor(frontend): the second sweep — scoped rules that no longer match their own template (#2962)
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The first sweep asked "does this class token appear anywhere outside a
<style> block?". That is too generous for a `<style scoped>` rule, which can
only ever match its own template, the component's root element, or whatever
`:deep()` reaches — so a scoped rule whose name lives only in some OTHER file
is dead regardless. The server's map had this right and my local pass did
not; this closes the gap.

79 scoped classes are absent from their own file. 48 are names their own file
BUILDS — `status-${task.status}`, `pri-${p}`, `toast--${type}`,
`perm-${permission}`, `diff-${op}`, `is-${kind}` — and 12 more are Vue
transition classes. Those are the map's documented blind spot and they stay.
The remaining 19 match nothing:

- AppHeader (9, -39 lines): the whole connection-status indicator —
  .status-indicator/.status-dot/.status-text and the five colour states,
  plus @keyframes pulse-dot and status-pulse, which had no other user. Same
  Phase 7 residue as the last commit. `.btn-icon.active` goes too: `active`
  is never applied in this component (its nav uses router-link-active).
- SettingsView (6): .status-badge/.status-on/.status-off,
  .perm-granted/.perm-denied, .location-row. This view renders no child
  components at all, so nothing can inherit its scope.
- WorkspaceNoteEditor: .note-row:hover .btn-delete and .btn-suggest-tags —
  those buttons are .btn-danger-outline/.btn-ghost now.
- ProjectListView .loading-msg; SnippetEditorView .field-row.three, whose
  media-query companion keeps its live .field-row half.

Checked against child-component roots before deleting, since a child's root
element does inherit the parent's scope id — none of the 19 is one. Template
and script regions byte-identical; both style checks still pass with only
the six pre-existing reports.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 21:21:43 -04:00
bvandeusenandClaude Fable 5 c5faaf38fb refactor(frontend): delete the dead CSS the consumer map surfaced — 102 classes, 588 lines (#2962)
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Milestone 302's map flagged 195 css rows no template names. Re-derived the
list locally with a stricter test than the map's — a class is dead only if
its token appears NOWHERE outside a <style> block, in markup or script, and
is not the static half of a concatenated name (`priority-${p}`) — which
takes the map's known blind spot off the table. 123 survived that; 21 of
those are Vue <Transition>/<transition-group> classes generated at runtime
from a name= attribute (detail-fade, peek-slide, shortcuts-fade, tab-fade,
toast) and one is ProseMirror's vendor class. Those stay. The other 102 go.

- SettingsView.vue (80, -417 lines): whole features whose UI was removed —
  Ollama model management (model-*, pull-bar-*, suggestion-chip), push
  notifications (push-*), the voice library and voice blending (voice-*,
  blend-*), geo status (geo-*), MCP package rows, retention, the learned
  summary, and the form furniture that served them.
- editor-shared.css (16, -151): the standalone assist panel, superseded by
  the sidebar assist section — streaming now renders as .stream-preview in
  the main area, so .assist-panel*, .assist-sections*, .assist-preview-box
  and .typing-indicator have no markup left. @keyframes blink went with the
  last rule that animated it. .editor-body/.editor-main are dead too:
  TaskEditorView replaced them with .task-body/.task-main.
- theme.css: .btn-new-conv/.btn-send dropped from the touch-target list
  (names from another app), and the .hide-desktop utility no one used. The
  generated --fs-* token block is untouched.
- ShareDialog .user-result-email, KnowledgeView .today-link,
  ProjectView .edit-input (the remainder rule keeps its rationale comment
  and its two live selectors).

A selector dies only when every class in its descendant chain is checked —
`.live .dead` matches nothing either — and a rule only when its whole comma
list is dead, so mixed lists keep their live half. Template and script
regions are byte-identical; check_dangling_styles.py and
check_design_tokens.py both pass, with only the six pre-existing reports.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 21:16:06 -04:00
bvandeusen 649fdff2ea Merge pull request 'The CSS pay-down: 72 name families derived or dismissed with the consumer map in hand (milestone 302 step 4)' (#128) from dev into main
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2026-08-23 21:03:33 -04:00
bvandeusenandClaude Fable 5 9190fa0f10 refactor(frontend): the pay-down edits the first script dropped after its assertion stop — SharedWithMe/ProjectView page-header+empty-msg remainders, DesignSystems/Settings field-hint+.input trims, pane form-buttons deletions (milestone 302 step 4)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 17:34:07 -04:00
bvandeusenandClaude Fable 5 6fb0cb38a5 refactor(frontend): CSS pay-down, derive batch (milestone 302 step 4) — page-header, error-msg/state-msg/empty-msg, empty-title/empty-sub, required, field-hint recipes into components.css; form-buttons into rules-shared.css; scoped copies trimmed to remainders/overrides; the three views' .input becomes fs-input + width/box-sizing remainder (canon #2336)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 17:30:43 -04:00
bvandeusen cba542a3ec Merge pull request 'Hooks say when Scribe didn't answer; the CSS consumer map (milestone 302 steps 1–3)' (#127) from dev into main
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2026-08-23 14:18:32 -04:00
bvandeusenandClaude Fable 5 c28c87c39e test(ledger): the consumer-map integration test owns its unreferenced rule — the seeded button.css row vanishes under the test's own tree (#2936)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 14:09:04 -04:00
bvandeusenandClaude Fable 5 8664d8ad14 feat(ledger): the consumer map surfaces — every css row carries used_by on list_shapes, flag="unused-css" (the map's negative space, surfaced never deleted), derive groups and the write-path family carry consumers, the derive line says "used by N template(s)", coverage payload unused_css + the standing block; docs, SKILL, plugin 0.1.44; the two step-2 tests expected 5 edges where fan-out makes 6 (milestone 302 step 3, #2936)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 14:03:35 -04:00
bvandeusenandClaude Fable 5 ffbdf19116 feat(ledger): the CSS consumer map — code_shape_consumers edges (shape → file whose markup names the class, count), migration 0086, resolve_consumers (own-file row when the template defines the class, else every other definition), sync_repo_consumers rebuilt from the archive on every refresh, consumers_of; derived, so not backed up (milestone 302 step 2, #2935)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 13:59:55 -04:00
bvandeusenandClaude Fable 5 dffbf43d84 feat(coverage): class_references + scan_archive — each template-bearing file's class tokens (static class=/className=, Vue :class object/array/ternary, React className={…}, Svelte class:x) read in the same tar walk as definitions; the CSS consumer map's extractor (milestone 302 step 1, #2934)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 13:57:13 -04:00
bvandeusenandClaude Fable 5 31383bcebe test(hooks): the two tests that read a refused connection as "nothing recorded" now answer through a sink, and the silence case removes the shape it had left behind (#2932)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 11:05:42 -04:00
bvandeusenandClaude Fable 5 0ab94b2a00 fix(plugin): write-path hooks say when Scribe did not answer — once per outage, shared marker, record nudge withheld on an unanswered call; check_plugin allows exactly that line when unreachable; plugin 0.1.43 (#2932)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 10:59:54 -04:00
bvandeusenandClaude Fable 5 9c00a4b6e1 fix(plugin): after-write hook waits 8s on the prior-art call — a cold-start round-trip (~4.6s after a redeploy) failed open at 4s and dropped the ledger line on the first write; plugin 0.1.42
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 01:06:08 -04:00
bvandeusen 144192754c Merge pull request 'Derive pay-down + CSS families by name (milestone 299 steps 5–6, note #2917)' (#126) from dev into main
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2026-08-23 00:32:07 -04:00
bvandeusenandClaude Fable 5 85111442a6 feat(ledger): CSS derive families are names, never bodies — name floor 2 for css, dup: grouping sym-only; derive line says "repeated name" and dismisses scoped-css; plugin 0.1.41 (note #2917)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-23 00:21:17 -04:00
bvandeusenandClaude Fable 5 a2b377b74d chore(plugin): 0.1.40 — the extractor rule change in scribe_defs.sh ships to the executing cache (#2904)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 15:12:54 -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 449f437048 refactor(frontend): the near-duplicate report rules shared via dup-report.css — KnowledgeView and SnippetListView carried identical scoped copies (#2903, milestone 299 step 5, part 2)
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KnowledgeView's own comment asked for this promotion once a second view grew the
panel. The sheet carries .dup-panel / .dup-empty,.dup-head / .dup-group /
.dup-members / .dup-member(+:hover) / .dup-score; each view keeps only its
extras (.dup-claimed, .dup-action).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 15:03:12 -04:00
bvandeusenandClaude Fable 5 48f0630dab test(coverage): the two-declaration floor check compares two multi-line rules — formatting is part of the fingerprint, as before (#2903)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 14:59:38 -04:00
bvandeusenandClaude Fable 5 a72605de8f refactor(frontend): the last pay-down, part 1 — three dead views deleted, editor rules shared, .page-container + .fs-input canon, rules-shared.css; a one-declaration CSS body is not a shape (#2903, milestone 299 step 5)
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The derive queue said the biggest duplicate families were whole views:
TaskViewerView, UserManagementView and LogsView were imported nowhere — left
behind when tasks moved to the editor and users/logs became SettingsView
tabs. Deleted (rule 22). Note/TaskEditorView carried six identical scoped
rules -> editor-shared.css (the .tag-suggest-row gap the scoped copies
actually rendered wins). Three views wrapped the page under three names ->
.page-container in components.css. Three scoped input recipes -> the design
system fs-input recipe (snippet #2336), verbatim, in components.css; width/
box-sizing stay with the caller. The three rules panes share .pane and the
pane heading via rules-shared.css (the auth-shared pattern, #2852).

Ledger: a single-declaration CSS rule keeps its selector in its fingerprint,
so `color: var(--fs-text-tertiary)` under five different names is no longer
a five-file "identical body" family — the first pay-down found that most of
the 148 dup families were exactly this, and nobody would consolidate them.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 14:55:28 -04:00
bvandeusen 4fa8158329 Merge pull request 'Self-surfacing DRY — duplicate families named at the write and on arrival, tool-agnostic (milestone 299 steps 1–4)' (#125) from dev into main
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2026-08-22 13:41:24 -04:00
bvandeusenandClaude Fable 5 10687120a5 docs(self-surfacing): derive groups are drift not audit material — shape-accounting + reusing-code skills, static floor, plugin README (after-write hook), api-reference rows (#2902, milestone 299 step 4)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:38:06 -04:00
bvandeusenandClaude Fable 5 b88225eeb3 fix(hooks): after-write dedups its channel files; prior-art tests follow the extractor and skip list into scribe_defs.sh (#2901)
Run 4240: two pre-write hook tests pinned the skip case and scribe_defs()
inside scribe_prior_art.sh, which moved to the shared library; the after-write
test saw the same derive key appended once per changed file. Keep each token
once (sort -u after the appends) and point the pins at the library.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:38:06 -04:00
bvandeusenandClaude Fable 5 5925335ca0 feat(plugin): after-write hook — PostToolUse on Bash diffs the working tree and runs the prior-art + ledger arms on what was just written; shared scribe_defs.sh; plugin 0.1.39 (#2901, milestone 299 step 3)
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Edits made through sed/heredocs/scripts never reached the PreToolUse
Write|Edit hook, so a whole class of writes got no prior-art hint, no
ledger feed and no duplicate-family warning. scribe_after_write.sh asks git
what changed since it last looked (per-session path+blob snapshot; first
call = files touched in the last minute), extracts the definitions in the
added lines and calls /api/plugin/prior-art with the same three dedup
channels the pre hook keeps. Never blocks; silent on any failure. The
extractor, the prose/data skip list and the local by-name arm move to
scribe_defs.sh, sourced by both hooks. Version bump covers the step-2 hook
change too (run 4239 failed only on the bump check).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:35:45 -04:00
bvandeusenandClaude Fable 5 2324c15418 feat(write-path): the derive arm — the hint names a duplicate family (no canon) or a canon elsewhere for the shapes being written; exclude_derive channel (#2900, milestone 299 step 2)
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shape_ledger.write_time_derive asks the ledger what it knows about each
named (kind, symbol): a derive-grouped family (identical body / same name
in N other files) -> "derive it now, do not add a copy"; a canonical row
at another path -> "canon #N at <path>, reuse". Judged rows at the path and
the canon own file stay silent. Rendered by _derive_line beside the
divergence line; keyed (group id / canon:<id>) on a third per-session dedup
channel in the hook (.derive.ids -> exclude_derive=).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:30:33 -04:00
bvandeusenandClaude Fable 5 bb242ca566 feat(coverage): the line names standing work with 0 unclassified + derive_new, copies that joined a family since the previous refresh (#2899, milestone 299 step 1)
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Since the scoped bucket (#2869) the ledger reads 100% accounted while 439
derive rows stand; the standing block was gated on unclassified > 0 and so
went silent. Build it whatever the todo count ("; standing: ..."), and add
derive_new — derive-grouped rows first seen after the previous refresh
stamp — so entering a project names the drift ("+2 new copies since last
refresh: .error-msg in InceptionCard.vue") instead of waiting for an audit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-22 13:27:29 -04:00
bvandeusen c0caf7d23a Merge pull request 'Project inception — decide what a new project inherits (milestone 297)' (#124) from dev into main
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2026-08-21 22:16:32 -04:00
bvandeusenandClaude Fable 5 dc2f32cc6f docs(inception): using-scribe skill teaches the inception questions; plugin 0.1.38; api-reference + README (#2884, milestone 297 step 6)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:11:08 -04:00
bvandeusenandClaude Fable 5 10c63f49d8 fix(mcp): _INSTRUCTIONS back under the 2k fold — the inception line is one clause, detail lives in the tool docstrings (#2882)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:10:28 -04:00
bvandeusenandClaude Fable 5 00c7badc3f feat(inception): UI — New-project modal step 2, InceptionCard on the project page, Rules tab shows excluded always-on rulebooks; REST exclusion routes (#2883, milestone 297 step 5)
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- components/InceptionCard.vue: the one form, two homes — mode="create" in
  the New-project modal's second step (emits the choices; the create carries
  `inception`), mode="decide" on ProjectView for the owner of an undecided
  project (loads that project's defaults, records the decision). Always-on
  rulebooks listed checked (uncheck = exclude), others unchecked (check =
  subscribe), design system select, seed-Systems toggle (disabled once the
  project has Systems). Tokens only; modal canon (#2855); .btn-* canon.
- ProjectView: the card while undecided, one "Inheritance decided <date> via
  … · …" line after; onDecided refreshes the project.
- ProjectRulesTab: "Excluded always-on rulebooks" section with include-back.
- api/inception.ts (types, fetchInceptionDefaults, decideInception);
  api/rulebooks.ts: ApplicableRules.excluded_always_on, exclude/include
  wrappers; REST POST/DELETE /api/projects/<id>/exclusions/rulebooks/<rb>.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:09:18 -04:00
bvandeusenandClaude Fable 5 c7a58bb610 feat(inception): the doors — create_project/decide_project_inception take the decision, enter_project asks until decided, REST inception endpoints, _INSTRUCTIONS (#2882, milestone 297 step 4)
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- MCP create_project(..., exclude_always_on_rulebooks, subscribe_rulebooks,
  design_system_id (0 unstated / -1 none / n), seed_systems): any inception
  arg → inception.decide(via="mcp") after the create; none → undecided with
  an inception_hint. New decide_project_inception(project_id, …) records or
  re-records; nothing given = an inherit-all decision, stated.
- enter_project carries `inception` ONLY for the caller's own, undecided
  project: inception_ask() = the project's current defaults + what to ask the
  operator once + the exact call (the #2683 ask shape). Absent otherwise.
- REST: POST /api/projects accepts `inception` (validated before the create);
  POST /api/projects/<id>/inception decides/re-decides; GET …/inception/defaults
  is the card's payload; GET project already carries inception via to_dict.
- _INSTRUCTIONS: ORIENT names the ask; START a project names the questions —
  never create a project bare by default (product behaviour, P#119).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:06:19 -04:00
bvandeusenandClaude Fable 5 227aef3dbf test: mocked-session rule tests stub the always-on exclusions lookup; tool count 24 (#2880)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:04:04 -04:00
bvandeusenandClaude Fable 5 34734bf84a feat(inception): services/inception.decide() + current_defaults(); the standard Systems vocabulary moves to the service and seeds at inception (#2881, milestone 297 step 3)
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- inception.decide(user, project, choices=, via=): owner-only; validates the
  choices (pure) and every target (owned rulebook / always-on for an
  exclusion / readable design system) BEFORE any effect; then, each
  idempotent: exclude always-on rulebooks, subscribe rulebooks, point the
  design system (None = explicitly none), seed the standard Systems if asked
  and the project has none; writes projects.inception LAST. Re-deciding is
  additive for exclusions/subscriptions, replaces the design system, never
  re-seeds.
- inception.current_defaults(): what binds if nobody decides — the ask's
  payload (always-on / other rulebooks, standing exclusions + subscriptions,
  design system + the choices, Systems count).
- services/systems.STANDARD_SYSTEMS (name + generic charter) + seed_standard_systems();
  mcp/tools/systems names the same list in the bootstrap ask — one vocabulary.
- Integration tests: effects land and the record says why; bad targets apply
  nothing; outsiders cannot decide.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 22:03:02 -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 e9b8f525c8 feat(inception): projects.inception record + project_rulebook_exclusions — migration 0085 with legacy backfill; backup v10 (#2879, milestone 297 step 1)
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A project's inheritance becomes a decision, not a default (milestone 297).
- projects.inception (JSONB, NULL = undecided): {decided_at, decided_by, via
  mcp|ui|legacy, choices {exclude_always_on_rulebooks, subscribe_rulebooks,
  design_system_id, seed_systems}}; on to_dict.
- project_rulebook_exclusions: a project's opt-out of a whole always-on
  rulebook — the sibling of the rule/topic suppressions, CASCADE both ways.
- services/inception.py (first cut): the vocabulary, validate_inception
  (pure, all-or-nothing), normalize_choices, is_decided. Effects come in
  step 3.
- Migration 0085 backfills every existing project via="legacy" with its
  current standing (no exclusions, its subscriptions, its design_system_id,
  no seed) so the ask fires only for projects created after this ships.
- Backup v10: rulebook_exclusions section; project rows carry inception and
  design_system_id, restored in a post-pass once rulebooks/design systems are
  mapped (design_system_id was not restored before — fixed in passing).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 21:57:02 -04:00
bvandeusen 5415bff85c Merge pull request 'fix(ledger): one-line CSS fingerprints; proposer writes uses edges for judged rows (#2877)' (#123) from dev into main
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2026-08-21 17:39:48 -04:00
bvandeusenandClaude Fable 5 aba16583ab fix(ledger): one-line CSS rules fingerprint their own declarations; the proposer writes uses edges for judged rows too (#2872, #2870)
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First deploy of v26.08.21.1 showed two gaps:
- Every one-line CSS rule followed by a blank line hashed to sha1("") — the
  declarations live on the selector line, which the #2872 "declarations only"
  fingerprint dropped — so 68 unrelated one-liners across 17 files read as
  one body-identical copy at the top of the derive readout. The selector
  line's tail after "{" is now part of the hash; an all-blank remainder falls
  back to the whole block.
- The proposer only examined unjudged rows, so consumers that were already
  classified (auth.create_invitation → hash_token) never got a uses edge: 3
  edges for hash_token after the first refresh. Judged rows are now scanned
  for references (once per body), no proposal is made on them.
- 0084 migration docstring reworded: "function that …" at a line start parsed
  as a definition (extractor false positive).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 17:34:12 -04:00
bvandeusen f0c915a6bc Merge pull request 'Ledger follow-ups from the shape audit (milestone 294: #2868–#2874)' (#122) from dev into main
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2026-08-21 15:24:03 -04:00
bvandeusenandClaude Fable 5 6a0f8ad328 feat(backup): code_shape_uses travels (v9); consumer-map test expects uses (#2870)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:21:13 -04:00
bvandeusenandClaude Fable 5 d4c7b0e48d feat(ledger): uses edges — consumption is its own relation, conformance keeps one snippet_id (#2870, milestone 294)
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A shape can follow one convention canon AND call several helper canons; the
row's single snippet_id made the 2026-08 audit pick (hash_token won, the
service-function convention lost), and hook evidence — pulled a snippet, then
wrote code naming it — was stamped as instance when it is a uses fact.

- code_shape_uses (migration 0084): shape → snippet, basis, evidence; unique
  per pair; cascades with both ends. USE_BASES: reference | hook | agent |
  audit | import. A judgment-grade basis overwrites a mechanical one, never
  the reverse.
- classify_shapes items and classify_shapes_by_rule take uses=[snippet ids]
  (targets validated like snippet_id; all-or-nothing).
- The write-path hook writes a uses edge for every pulled canon the payload
  names (the instance stamp is unchanged); the proposer writes a uses edge
  for every canon a body names (reference_canons: kind + language family +
  stoplist, same rules as the reference basis) — the mechanical form of
  "auto-confirm own-import references" deferred from #2871.
- list_shapes(uses=N) lists the consumers of a canon; get_snippet's consumer
  map gains `uses` beside instances/variants.

Operator decision on #2870 (2026-08-21): keep one snippet_id, add uses edges.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:18:25 -04:00
bvandeusenandClaude Fable 5 bfe5a461b4 test(ledger): derive group sizes follow the #2872 order
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:15:32 -04:00
bvandeusenandClaude Fable 5 3849c6fff3 test(ledger): derive label order follows #2872; binding-ref test imports compute_coverage
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:15:09 -04:00
bvandeusenandClaude Fable 5 1a8e5787e8 feat(ledger): reason codes, case-insensitive repo filter, next action on the coverage line (#2874, milestone 294)
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- code_shapes.reason_code (migration 0083): an optional code from a fixed
  catalogue (scoped-css, one-off-handler, test-helper, convention-plumbing,
  pure-helper, generated, script, typed-record) beside the prose reason, so
  the ledger can be filtered/aggregated by kind of one-off; validated in
  classify_shapes and classify_shapes_by_rule; on to_dict/to_compact.
- Snippet location lookups match repo case-insensitively in both dialects
  (location_matches / location_jsonpath via like_regex flag "i") — "Scribe"
  vs "FabledScribe" vs "fabledscribe" recorded free-form hid half the canon
  from list_snippets(repo=, path=).
- coverage line names the next action: "top canon #N ×k" (biggest proposal
  queue) and "top copy <label> ×files" (widest body-identical group).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:14:34 -04:00
bvandeusenandClaude Fable 5 d01201539b test(ledger): derive summary expectation follows #2872 — dup group before name group
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:11:25 -04:00
bvandeusenandClaude Fable 5 1209e1c2d9 feat(ledger): a repo binding names the branch its ledger follows — bind_repo(ref=) (#2873, milestone 294)
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Project 2 is bound to main, so every consolidation of the 2026-08 audit was
invisible to the ledger until the dev→main merge; the operator works on dev
(rule 1). repo_bindings.ref (migration 0082, nullable) is the branch the
coverage refresh reads; NULL keeps the forge default branch. set_binding takes
ref (name sets, "" clears, None leaves standing); bindings_for_project feeds
the refresh; bind_repo exposes ref ("-" clears). to_dict carries it.

Operator decision on #2873 (2026-08-21): per-binding ref, chosen at bind time,
default the repo default branch.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:10:54 -04:00
bvandeusenandClaude Fable 5 57d68c9355 feat(ledger): derive readout ranks body-identical groups first; CSS fingerprints are declarations, not selectors (#2872, milestone 294)
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The 2026-08 audit consolidated identical bodies under different names and
files (five auth views' CSS, two Workspace formatDate()s, four modal blocks)
while the derive readout led with name groups (to_dict ×25, main ×5, load ×6)
that were convention or coincidence.

- proposal_summary ranks dup:<sha> groups above name groups, wider file spread
  first, and carries `files`; scoped rows (#2869) are in the readout, since
  that is where view-level copies live.
- extract_definitions fingerprints a CSS rule by its declarations — the row
  identity already carries the selector — so .closed-msg / .error-block /
  .success-msg with one body are one dup group. One-time effect: judged css
  rows whose stored fingerprint predates this may show a recheck on the next
  refresh (the judgment stands; re-confirm).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:08:57 -04:00
bvandeusenandClaude Fable 5 1126bbe84f test(ledger): the divergence acceptance case uses TS canon — proposer v3 gates sym bases by language family (#2871)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:07:48 -04:00
bvandeusenandClaude Fable 5 1ab614bfbe feat(ledger): the scoped bucket — by-construction one-offs are stamped by the sync, not judged by a person (#2869, milestone 294)
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The 2026-08 audit left 77% of Scribe's ledger `exempt`, most of it a Vue
component's scoped <style> rules and <script setup> functions — one-offs by
construction (unreachable from any other file) that add nothing when judged
one by one and bury the rows a person should look at.

- coverage: Definition carries its line; scoped_definitions() names, per
  .vue file, every sym and every css rule inside <style scoped>; ArchiveShape
  carries the flag.
- sync: such rows are stamped status=scoped / classified_by=mechanical with
  the by-construction reason (history event recorded); un-stamped back to
  unclassified if a later tree makes them ordinary; a judgment overrides.
- The machine still sees them: proposer, derive grouping, divergence, hook
  evidence, canonical stamping and classify_shapes_by_rule's default all
  treat unclassified + scoped as the unjudged set (_MECHANICAL_TODO). Only
  the human todo (status=unclassified) and largest_gaps exclude them.
- accounting counts `scoped`; coverage line and the project card legend show
  it; SHAPE_STATUSES gains it (no DB CHECK on status — no migration).
- shape-accounting skill documents the bucket; plugin 0.1.37.

Operator decision on #2869 (2026-08-21): keep extracting everything, stamp
mechanically, keep `exempt` a human judgment.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:06:52 -04:00
bvandeusenandClaude Fable 5 9abc4443fb feat(ledger): audit surfaces — list_shapes(compact=True) and classify_shapes_by_rule, the sweep form of a judgment (#2868, milestone 294)
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The 2026-08 audit judged 3,427 rows in 14 hand-driven batches through a raw
MCP client because a list_shapes page overflowed the tool budget and every
row had to be sent back one by one. Now:

- list_shapes(compact=True): path · symbol · kind · status · signature, plus
  snippet_id / by / proposal / diverges_from / recheck only when set. A full
  500-row page fits. CodeShape.to_compact() is the row shape.
- classify_shapes_by_rule(project_id, path, status, pattern=, kind=,
  snippet_id=, reason=, via=, include_judged=): ONE judgment over every
  unclassified live row under a directory whose symbol matches a glob;
  judged rows are untouched unless include_judged; canonical is refused;
  same gates as the row form; one transaction; returns count + sample.
  shape_ledger.classify_shapes_where / rule_matches (pure) carry it.

Tests: compact row pinned, rule_matches directory/glob/kind semantics, the
tool mount, and an integration sweep (unclassified-only, include_judged,
gates).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:02:55 -04:00
bvandeusenandClaude Fable 5 3a4031d7f8 fix(ledger): proposer v3 — sym bases gated by language family, reference skips generic verbs, semantic held to the shape's own project (#2871, milestone 294)
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The 2026-08 audit examined 407 proposals. Every cross-language hit was wrong:
the Python MCP tool-module canon (symbol `register`) was offered for each auth
view's handleSubmit (it calls authStore.register()) and for the TS auth store's
own `register`; Minstrel/Forge TS canon matched Python bodies by resemblance.
Every cross-project semantic proposal was noise.

- Canon carries the snippet's language; match_canon skips a sym canon whose
  family (py / js / css / sh / sql, by language ↔ by path extension) differs
  from the shape's. Unknown on either side = no gate.
- The reference basis ignores a stoplist of generic verbs (register, load,
  save, get, …): a bare mention is not a call site of THIS canon; the symbol
  basis still catches a second definition, and the call-site relation moves
  to `uses` edges with #2870.
- The semantic arm only reaches canon in the shape's own project and family;
  symbol/text still reach family canon elsewhere (note 2786).
- _PROPOSER_VERSION 2 → 3 so standing proposals re-examine on the next refresh.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 15:00:48 -04:00
bvandeusen 141246ac2c Merge pull request 'fix(frontend): drop the three .modal-overlay copies left after the modal canon move' (#121) from dev into main
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2026-08-21 12:58:25 -04:00
bvandeusenandClaude Fable 5 520381e22b fix(frontend): drop the three .modal-overlay copies the comment-preceded rule regex skipped — components.css owns it (#2831)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 12:52:29 -04:00
bvandeusen 58c074a324 Merge pull request 'Shape audit (milestone 296): tests helpers, alembic, models, MCP, routes, services, frontend consolidation' (#120) from dev into main
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2026-08-21 12:48:08 -04:00
bvandeusenandClaude Fable 5 2a6c55dacb refactor(frontend): auth-shared.css, apiErrorMessage, one date helper per shape, modal canon in components.css — the frontend pass of the shape audit (#2831 #2832, milestone 296)
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- assets/auth-shared.css: the five auth views carried byte-identical scoped
  copies of the page/card/brand/footer/field/input/error rules (~60 lines
  each); they now load one stylesheet the way the editors load
  editor-shared.css. .closed-msg/.error-block/.success-msg (identical bodies)
  are one .auth-note; the form rules are scoped under .auth-card so nothing
  leaks into the rest of the app.
- api/client.apiErrorMessage(e, fallback): the one place the {"error"} envelope
  is unpacked; replaces ten six-line `"body" in e` catch blocks.
- utils/dateFormat: fmtDate / fmtStamp / fmtLogStamp replace eight local
  formatDate/formatTime copies (three byte-identical pairs); the file’s old
  Calendar/Home helpers had no callers and are gone. useRelativeTime gains
  relativeTimeOrDate for the two workspace panels’ identical variant.
- components.css now owns the .modal-* shape (overlay/card/title/message/
  actions/btn/primary/danger). It was copied into four views and lived in
  editor-shared.css, which ConfirmDialog — styleless, teleported to <body> —
  silently depended on: opened from SnippetDetailView before any editor view
  had loaded, it rendered unstyled. Views keep only their own overrides.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 12:41:18 -04:00
bvandeusenandClaude Fable 5 7d48eb0b1b refactor(services): one periodic-task shape, one APScheduler job shape, one token hash, one summary rule — the services pass of the shape audit (#2830, milestone 296)
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- background.start_periodic(interval, work, label=) replaces the three hand-rolled
  while-True/sleep/try loops in logging, auth and notifications.
- services/scheduler.ScheduledJob replaces the four private BackgroundScheduler
  copies in recurrence/version_pinning/trash/db_maintenance schedulers; public
  start_/stop_/reschedule_ surfaces unchanged.
- api_keys.hash_token is the one sha256 helper; auth.py used to inline it 5x.
- auth.is_registration_open reads via settings.get_admin_setting; notification
  prefs read via settings.get_setting; _fire_share_email uses _get_user_email.
- projects.get_project_summary / milestones.get_project_milestone_summary are
  now the one-id view of their batch siblings instead of a second copy of the
  queries; sharing.best_permission_by (was _deduplicate_by_permission) is the
  one rank-dedup, now also used by list_projects_for_user.
- backup: the row builders for every section both exporters carry are named
  functions, so a column added to one export cannot silently miss the other.
- iso() from models.base replaces the attr.isoformat()-if-attr-else-None idiom
  and db_maintenance._iso across services; backup keeps its explicit shape.
- trash.py hoists the sql_delete/timedelta imports it re-imported per function.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 12:34:28 -04:00
bvandeusenandClaude Fable 5 92e38ff17b test(routes): the prior-art contract guards read the handler plus its _project_scope helper (area 5 follow-up)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:26:01 -04:00
bvandeusenandClaude Fable 5 64c641ce80 refactor(routes): one supersession seam for REST and MCP; PUT/PATCH notes share a handler; shared mask/not-found/caller helpers (#2829, milestone 296 area 5)
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Reading the 28 route modules against each other and against the MCP tools:
- routes/notes.py carried a PUT and a PATCH handler that were the same
  function minus the supersedes contract on one of them — one handler now
  serves both verbs, so both carry it.
- The two _attach_supersession copies (REST + MCP) become
  supersession_svc.attach_relations(uid, note_id, data, hint=) — the seam
  the two surfaces must agree through; only the agent surface adds the
  one-sentence reading hint.
- Three local _uid() wrappers over g.user.id → scribe.auth.get_current_user_id
  like every other module; design_systems' private _not_found → routes.utils.
  not_found; the four "********" literals → settings_svc.SECRET_MASK with the
  read/write contract written once.
- routes/plugin.py: the project_id/repo resolution block and the
  comma-separated id parse were copied into three endpoints — _project_scope()
  and _int_list() now.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:23:47 -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 b0eda32575 refactor(models): one iso() for every to_dict timestamp; mixins replace hand-rolled created_at/updated_at (#2827, milestone 296 area 3)
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Reading all 28 models against each other: 54 `x.isoformat() if x else None` /
`x.isoformat()` expressions in 23 to_dict methods, in two guarded/unguarded
wordings, become iso() from models/base.py — uniform, and a row read before
flush serialises as null instead of raising. Rulebook / RulebookTopic / Rule
carried byte-identical copies of TimestampMixin's two columns;
InvitationToken / PasswordResetToken / NoteUsageEvent carried CreatedAtMixin's —
all six now use the mixin. AppLog and RetrievalLog keep their explicit
created_at, commented: their composite index orders on `created_at.desc()`,
which needs the column object in the class body. Schema-neutral (same column
definitions) — no migration.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:17:42 -04:00
bvandeusenandClaude Fable 5 848ce1592e fix(tests): import make_mock_session in test_version_pinning_prune (batch-2 follow-up)
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 11:14:44 -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
bvandeusen ac6f248bf9 Merge pull request 'Shape audit area 1 — tests/: one definition each for the copied fixtures and fakes (#2825)' (#119) from dev into main
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2026-08-21 11:07:11 -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
bvandeusen ac1c2625af Merge pull request 'fix(ledger): proposer precision — own-definition signatures, semantic floor 0.8, ruleset version' (#118) from dev into main
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2026-08-21 08:27:27 -04:00
bvandeusenandClaude Fable 5 dad56a51bd fix(ledger): the proposer matches signatures against a canon's own definition only and floors semantic at 0.8; ruleset version re-examines standing proposals
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First live run: a canon whose recorded code opens with a call-site example
(confirmed()'s onTrash) made every `async function x(): Promise<void>`
resemble it at 0.86, and the write-path semantic floor paired alembic
upgrade()/downgrade() bodies with unrelated canons at 0.68-0.75. Rows now
remember (body, ruleset) so a tightened rule looks again once.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-21 07:42:12 -04:00
bvandeusen 79f0283608 Merge pull request 'Shape ledger steps 5–7: write-path stamping, mechanical proposer, divergence readout (#2791, #2792, #2793)' (#117) from dev into main
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2026-08-21 07:32:23 -04:00
bvandeusenandClaude Fable 5 efc650390e fix(plugin-context): the empty write-path payload carries the divergence key too
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 23:19:00 -04:00
bvandeusenandClaude Fable 5 d74a244b3a feat(ledger): divergence readout — button B where button A is canon, shape history, and judged-shape recheck (#2793, milestone 294 step 7)
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Every judgment now goes through one helper that remembers the fingerprint
judged (classified_sha) and writes a code_shape_events row; the sync writes
vanished / reappeared / drifted events and flags recheck_at when a body
moves under an instance/variant. The refresh flags diverges_from on shapes
new since the previous computation that sit where one canon dominates the
judged siblings of their directory+kind and were not proposed as that canon
(a first seed flags nothing); the write-path hint asks the same question
in-band for the shapes the hook names. list_shapes(flag=divergence|recheck),
shape_history(project_id, path, symbol) (read-only), coverage line/payload/
card carry divergent + recheck. Backup v8 carries the history. Plugin 0.1.36.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 23:13:39 -04:00
bvandeusenandClaude Fable 5 386b27e422 fix(ledger): the proposer prefers a same-project canon on a tie — family canon elsewhere is the fallback, not the first hit
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 21:36:10 -04:00
bvandeusenandClaude Fable 5 ba0030e51d feat(ledger): mechanical proposer — every refresh proposes instances against canon and groups derive-first candidates; agents confirm in batches (#2792, milestone 294 step 6)
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Shapes now carry a content fingerprint (signature + whitespace/comment-
insensitive body_sha; migration 0080) and the proposer runs inside the
coverage refresh, the one moment bodies exist: symbol elsewhere → textual
containment → body references the canon → signature resemblance → semantic
(capped per refresh, unreached rows stay unexamined for the next). A hit is
a proposal on the row (proposed_snippet_id/basis/score), never a
classification; rows with no canon hit group by the derive-first rule
(identical body in ≥2 places, same name in ≥3 files) as proposal_basis=
derive + a group key. list_shapes(proposal=any|canon|derive|<basis>) is the
queue; confirm_shape_proposals(project_id, snippet_id|path|basis) confirms
in batches as agent instances; any classify_shapes/hook stamp retires the
proposal. Readout carries proposed + derive_groups (line, payload, card).
Plugin 0.1.35 (skill: the machine proposes, judgment classifies).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 21:30:35 -04:00
bvandeusenandClaude Fable 5 a9e1cddba7 fix(tests): provisional ledger rows carry the empty seen-marker default, not NULL
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 20:23:12 -04:00
bvandeusenandClaude Fable 5 475f0857c9 feat(ledger): write-path stamping — a pulled canon the session then instantiates lands as a hook instance row (#2791, milestone 294 step 5)
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The prior-art hook now names the shapes being written (shapes=kind:name —
every definition in the payload, or the one enclosing an Edit found by
walking the file upward) and the server stamps them as instance rows when
the session PULLED a snippet inside PULL_WINDOW that the payload references
by symbol or that the semantic arm scored for this very payload.
classified_by=hook, evidence in reason; never overrides a judgment or a
canonical row, overridable by classify_shapes. Offered-but-unopened stamps
nothing. Pulled-and-already-seen snippets stay in the semantic query as
evidence without re-entering the deduped menu. A brand-new shape gets a
provisional row the next sync confirms or vanishes. Read-scoped keys get
the hint, never the stamp. Plugin 0.1.34.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 20:19:45 -04:00
bvandeusen 9d5b89d785 Merge pull request 'Coverage self-seeds + refresh_pattern_coverage tool + shape-accounting skill (#2802)' (#116) from dev into main
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2026-08-20 19:05:48 -04:00
bvandeusenandClaude Fable 5 3e21978a9c fix(tests): restore the assert my seed-test insertion orphaned from its neighbor
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 08:24:05 -04:00
bvandeusenandClaude Fable 5 e2a084f1fb feat(ledger): coverage self-seeds — enter_project background refresh + refresh_pattern_coverage tool + shape-accounting skill (#2802, milestone 294)
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The UI Refresh button must not be the only seed path (operator directive,
hit live: the P7 backfill stalled waiting for a click). Three parts:

- enter_project fire-and-forgets refresh_if_stale on the project OWNER —
  absent or day-old readouts recompute in the background (same spawn the
  webhook path uses), the enter stays fast, forge-less owners exit quietly
  (rule #115 baseline), and an in-flight guard keeps concurrent enters from
  fetching the same tarball N times.
- refresh_pattern_coverage(project_id): the synchronous agent-facing form —
  write-gated, owner-keyring resolution, and ValueError messages that name
  the fix (add a connection / bind_repo) instead of measuring nothing
  silently.
- plugin 0.1.33 ships the shape-accounting skill: the five statuses, the
  seed/todo/judge loop, and the derive-first rule, triggered by the
  coverage line or any proved code-to-canon relationship.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-20 08:18:36 -04:00
bvandeusen fd101d24ae Merge pull request 'Shape ledger steps 1-4 + direct-minting Systems bootstrap (milestone 294, #2798)' (#115) from dev into main
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2026-08-19 21:24:40 -04:00
bvandeusenandClaude Fable 5 9f1a52a035 feat(ledger): audits write rows, not prose — instruction surfaces carry the classification duty (#2790, milestone 294 step 4)
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verify_snippet docstring: consumers enumerated while checking are
classify_shapes instance rows; detail keeps the WHY and what changed,
nothing that belongs in a row. The MCP _INSTRUCTIONS REUSE bullet gains
"classify shapes against canon — a consumer map is rows, never prose"
(budget rebalanced to 1,998/2,000: the rules bullet lost its historical
push-optimisation clause, the task-note line tightened). The reusing-code
skill gains the full contract: instance/variant/exempt with required
reasons, list_shapes(status=unclassified) as the standing todo, and the
derive-one-first rule for repeating shapes with no canon. Plugin 0.1.32.

The operator-side halves of this step live outside the repo: the Drift
Audit process gained step 7 (classify what the walk proved) and the DRY
Pass s9 now sends consumer maps to the ledger with the note keeping only
the narrative. The Forge P7 backfill payload is enumerated and parked on
task 2790 — it fires after the next deploy + coverage refresh.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 21:16:04 -04:00
bvandeusenandClaude Fable 5 5265d11a6a feat(systems): bootstrap mints directly — the standard vocabulary replaces operator approval (#2798)
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Operator directive: creating Systems is the agent's call, not an approval
flow — "propose to the operator, create each confirmed one" made the
operator a permission gate. The bootstrap ask now says create_system 3-6
directly, in-session, and the consistency that approval was covering moves
to a standard cross-project vocabulary (CI & Release, Auth & Access, Data
Model & Storage, API Surface, UI & Design, Import & Export, Background
Jobs, Observability): use the standard name verbatim where the area fits,
mint freely beyond it, the duplicate gate guards sprawl. create_system and
enter_project docstrings carry the same contract.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 20:05:02 -04:00
bvandeusenandClaude Fable 5 d50ebbad66 fix(mcp): classify list_shapes as read-only for read-scoped API keys
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The auth guard test caught it: a read-shaped tool in neither set fails
closed for read keys, silently. list_shapes reads the ledger and writes
nothing; classify_shapes stays write-scoped.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 20:02:12 -04:00
bvandeusenandClaude Fable 5 942edd1eb5 feat(ledger): classify_shapes + list_shapes MCP tools; get_snippet carries the consumer map (#2789, milestone 294 step 3)
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The judgment write path. classify_shapes applies a batch of classifications
to a project's live ledger rows — all-or-nothing (#2709's lesson: the whole
batch is validated, write-ACL'd, and every snippet target proven readable
before any row is touched); rows match by exact (path, symbol), kind narrows,
and shapes no live row matches come back as 'unmatched' rather than errors.
variant/exempt REQUIRE the reason — the why is the record (note 2786) — and
'unclassified' deliberately withdraws a judgment back to the todo. The 'via'
channel is caller-restricted to agent|audit|import; hook and mechanical stay
server-internal so a caller can't launder judgment as machinery.

list_shapes is the todo query (status=unclassified) with composable filters:
path is exact-or-under like recorded locations, snippet_id reads a consumer
map, include_vanished reads history; paged with the true total.

get_snippet now attaches  and  — the structured consumer
map, filtered to projects the CALLER can read so a shared snippet never side-
channels another project's file layout; attached only when non-empty (#2483).

Integration tests pin the batch atomicity, ACL gates, filter composition, the
consumer map on the MCP pull, and the SET NULL companion: a judgment whose
snippet was purged rejoins the todo on the next sync.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:55:47 -04:00
bvandeusenandClaude Fable 5 9d92df2825 fix(tests): drop the pre-ledger line-ending assertion the step-2 edit missed
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Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:43:11 -04:00
bvandeusenandClaude Fable 5 9b1597a3c9 feat(ledger): coverage refresh feeds the shape ledger; the readout inverts to accounting (#2788, milestone 294 step 2)
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compute_coverage is now the ledger's sync point: every walk upserts the
extracted shapes (new → unclassified, the todo state; surviving → last-seen
bump; vanished → stamped, kept as history), re-files judgments whose snippet
target went away, and mechanically stamps snippet reference locations as
canonical — the one always-safe rule, self-healing only for its own stamps
(an agent's judgment is never unwound by machinery).

The covering predicate moves to shape_ledger.location_covers as the single
home (match_shapes retired with its consumer); coverage's payload and line
invert from 'N/M shapes recorded' to shape ACCOUNTING per note 2786:
accounted/total with a canonical·instance·variant·exempt breakdown, and
unclassified — THE todo — with its largest directories. Cache key bumps to
v2 so pre-ledger blobs honestly read 'not measured yet' instead of rendering
in a shape no longer spoken.

Readout is deliberately project-wide (all repos' live rows), while the walk
serves whichever repos the owner's keyring reaches this refresh.

Integration tests pin the new contract: rows for every extracted shape,
mechanical canonical stamps carrying snippet ids, idempotent recompute,
agent judgments surviving recompute AND vanish/return, vanished rows leaving
the readout but keeping their history.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:37:18 -04:00
bvandeusenandClaude Fable 5 19fdc9aa89 feat(ledger): code_shapes — the shape ledger schema (#2787, milestone 294 step 1)
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The accounting half of the pattern system (governing note 2786): the snippet
library records canon (small), this table accounts for EVERY extracted shape
(total). Identity is (project, repo_key, path, symbol, kind) — kind included
because one file can define '.foo' (css) and 'foo' (sym) as distinct shapes.
Status vocabulary: canonical / instance / variant / exempt / unclassified,
with unclassified as the default and THE todo state; classifications carry
who judged (agent|audit|hook|mechanical|import), when, and the why for
variants/exemptions. first/last-seen commits + vanished_at keep history
instead of deleting it; a rename reads as vanish+new (accepted for v1).

snippet_id is SET NULL on snippet deletion so accounting rows outlive their
target and rejoin the todo via the step-2 sync, never dangle silently.

Backups: v7 carries code_shapes (judgment data, worth moving) — full and
per-user export sections, and a restore that keeps a judgment only when its
snippet survives the id re-mapping, downgrading to unclassified otherwise.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 19:25:25 -04:00
bvandeusen c1cb8fb183 Merge pull request 'Per-user forge connections — keyring, host-keyed resolution, project pin (#2778)' (#114) from dev into main
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2026-08-19 15:24:47 -04:00
bvandeusenandClaude Fable 5 1faf8f3ece feat(forge): per-user forge connections — keyring, host-keyed resolution, project pin (#2778)
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A forge token is a user's credential, not an instance's. The single
admin-settings config is replaced by per-user keyring rows (one per forge
host), and every server-side forge read runs on the PROJECT OWNER's keyring:

- forge_connections table + projects.forge_connection_id pin (migration 0078,
  which also carries the existing admin config into the first admin's row and
  deletes the old setting keys — no legacy dual-read)
- get_forge() replaced by get_forges(owner_id, project_id) -> ForgeSelector;
  resolve(repo) picks the connection whose host serves the repo. A pinned
  project uses ONLY its pinned connection; a stale pin (ownership moved) is
  ignored, never honored across users
- env FORGE_* config survives as an implicit entry for admin owners only;
  a stored row for the same host beats it
- consumers threaded: pull-time freshness (owner of the note), coverage
  (owner of the project), coverage routes' configured flag
- routes: /api/settings/forge-connections CRUD + per-connection test
  (own-rows only, tokens never returned); /api/admin/forge shrinks to
  /api/admin/forge-webhook (secret only); PUT /api/projects/<id>/forge pins,
  owner-or-admin asking, owner's connections only
- UI: Git Forges card moves to Settings -> Integrations as a connection
  list; webhook secret stays in the admin Config tab; owner-only forge
  select on the project coverage card
- backups exclude forge_connections (credentials, api_keys precedent) and
  the pin, so restores fall back to keyring resolution

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-19 11:23:22 -04:00
bvandeusen 5c14c2621c Merge pull request 'Strict MCP arguments (#2709) + zero-Systems bootstrap ask (#2683)' (#113) from dev into main
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2026-08-17 16:26:32 -04:00
bvandeusenandClaude Fable 5 7a5e2b18d9 feat(systems): evidence-carrying bootstrap ask for mature zero-Systems projects (#2683)
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The generic zero-state systems_hint never converts: identical on every
record, maximal in scope, asked at wrap-up time — Minstrel reached 282
records with zero Systems while vocabularied projects grew organically.
What converts is the project's own evidence at the moment of action.

bootstrap_systems_ask (mcp/tools/systems.py) fires only in a project
with >=20 records and no Systems: it names the record count and recent
titles, and asks for a concrete deliverable — propose 3-6 Systems,
confirm with the operator, create_system the set. Self-retiring: the
first System ends it everywhere. Wired at both moments the task named:
untagged_systems_hint escalates to it at write time, and enter_project
carries it as systems_bootstrap at arrival (attached only when it
applies). Young projects keep the mild question; populated vocabularies
never pay the count query.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 14:53:46 -04:00
bvandeusenandClaude Fable 5 d6c9f08a59 fix(mcp): reject undeclared tool arguments instead of silently dropping them (#2709)
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FastMCP validates tool arguments with a pydantic model whose extra-field
policy is 'ignore', so create_note(content=...) — a plausible near-miss
for body=, primed by add_task_log's content — ran successfully, stored
body: '', and left a record embedding/search cannot see. Two real notes
were persisted body-less before the pattern was noticed; create_task
only 'worked' because those calls happened to use the right name.

StrictArgsFastMCP rejects any tool call carrying arguments the tool does
not declare, before dispatch, with a did-you-mean hint when one is close
and the declared list when none is. Applied at the dispatch seam so
every tool gets the guarantee — an error the caller sees once beats data
half-written forever.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-17 12:54:58 -04:00
bvandeusen 25411cf223 Merge pull request 'Edit-time record-sync nudge — the sync class (#2708)' (#112) from dev into main
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2026-08-16 20:09:38 -04:00
bvandeusenandClaude Fable 5 3162332a13 feat(prior-art): edit-time record-sync nudge — the sync class (#2708)
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A snippet recorded AT the exact file being edited is not a reuse
suggestion — it IS the record of the file being changed. The write-path
hint now renders those as their own SYNC class: 'snippet #N records this
file — updating the record is part of the edit (update_snippet /
verify_snippet)'. Nearby and semantic hits stay the reuse menu.

The two classes dedup on separate per-session channels (exclude_ids vs
exclude_sync_ids, .ids vs .sync.ids in the hook), so a reuse hint shown
early in a session can no longer silence the record-sync nudge when the
recorded file itself is edited later. Sync surfacing is measured under
its own note_usage source (write_path_sync) — its pull-through rate is
the scoreboard for whether edit-time sync actually happens, per decision
#2707 (no forge connection; records stay current in the session that has
the context). Plugin 0.1.31.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 20:05:01 -04:00
bvandeusen 9f57cfad71 Merge pull request 'Milestone 288 — pattern library + forge integration' (#111) from dev into main
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2026-08-16 16:37:12 -04:00
bvandeusenandClaude Fable 5 765635bbf2 feat(forge): GitHub adapter — second implementation keeps the seam a contract (#2693, milestone 288 step 8)
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ForgeAdapter is now a named base class carrying the shared plumbing
(host join, error taxonomy, contents decoding, archive, default_branch,
latest_commit); GiteaForge keeps its exact behavior and GitHubForge joins
with the real differences: api.github.com / GHE /api/v3 host mapping,
Bearer auth, a commits call for the provenance stamp (GitHub's contents
payload only carries the blob sha), and the codeload tarball redirect.

The contract grew latest_commit, and with it the cached-SHA short-circuit
in pull-time freshness: a stored provenance commit that still heads the
recorded path confirms 'current' without a content transfer — the economy
that fits pulls inside GitHub's rate limits; every surprise falls back to
the full fetch. Webhook deliveries now also accept X-Hub-Signature-256
(sha256=<hex>); the payload shape was already common. Settings card copy
covers both forges' token scopes; the kind selector already flowed from
the server.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 16:18:16 -04:00
bvandeusenandClaude Fable 5 cbccb6bd5d feat(coverage): pattern-library coverage measurement (#2692, milestone 288 step 7)
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Server-side shape enumeration per bound repo — one archive download via the
forge adapter, definitions extracted with a Python mirror of the write-path
hook's awk rules (shared test vectors pin the two together) — compared
against recorded snippet locations by path+symbol. Summary is cached in the
settings KV with a freshness stamp; recomputed on webhook push (spawned off
the delivery path) or explicit refresh, never in a request path.

Surfaces: GET/POST /api/projects/<id>/coverage[/refresh], a project-page
card (estimate-labeled, largest-gaps chips), and a one-line evidence-carrying
entry in enter_project read from cache only.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 16:05:43 -04:00
bvandeusenandClaude Fable 5 89b07f7857 feat(forge): push webhook flags drift at the moment the repo moves (#2691)
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Second adapter consumer. POST /api/webhooks/forge validates Gitea's
X-Gitea-Signature (HMAC-SHA256, constant-time; no secret configured =
the endpoint 404s out of existence), extracts changed/removed paths,
and flags matched snippets by writing verification.invalidated_by
{commit_sha, at, path, removed} — the existing attention vocabulary
extended, not a new flag: needs_attention includes it, both filter
dialects (Python + jsonpath SQL) include it in 'attention' and exclude
it from 'ok', and recording ANY fresh verdict clears it by construction
because compose_verification builds a new dict. Unverified snippets are
skipped (already in their own bucket); replayed deliveries at the same
head commit are no-ops; processing failures return 200 with a WARNING +
AppLog canary so the forge never marks deliveries failed and operators
never disable the hook over a transient (#2663's lesson).

Matching goes through repo BINDINGS: recorded location repos are
free-form names ('Scribe') that cannot address a forge, so a snippet
reaches its forge repo through its project's binding — which also fixes
step 5's pull-time resolution for every real record via the same
fallback. O(bindings + snippets-in-project + changed files).

Settings: webhook secret beside the forge config (masked, sentinel-
skipped, Docker-secret env channel, endpoint documented in the UI).
Tests: signature gate, payload parsing, path semantics, both filter
dialects extended in the drift-check guard file, and real-Postgres
end-to-end (flag lands, attention lists it, replay quiet, re-verify
clears, unbound repo untouched).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 13:05:00 -04:00
bvandeusenandClaude Fable 5 eb760eb440 fix(snippets): read the stored provenance before writing the fresh stamp into the response
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fields aliases data['snippet'], so stamping the response first made the
staleness check compare the new stamp to itself — the background persist
never fired. Caught by test_current_code_confirms_and_refreshes_provenance
on run 3811, which exists for exactly this write.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:53:34 -04:00
bvandeusenandClaude Fable 5 2fce57847b feat(snippets): pull-time freshness — the forge confirms the cache at the moment it's trusted (#2690)
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First consumer of the forge adapter. attach_live_body decorates both
pull surfaces (MCP get_snippet, REST detail) with body_source +
body_freshness when the instance has a forge: 'current' means the
cached code was just found verbatim (whitespace-normalized, the same
normalization the verdict hash uses) in the fetched file, and
provenance restamps to the file's last commit — reflected in the
response and persisted in the background. A snippet body is a FRAGMENT
of its file, so a fetch can honestly CONFIRM the cache or report
divergence, never clobber the record with the whole file: 'diverged'
is the reader's information, and a 404 stamps the mechanically-true
'missing' verdict into the existing attention state — once, not on
every pull of an already-flagged record.

The probe never raises and never blocks past 2.5s (tighter than the
adapter's own timeout — the pull is where a session decides whether
pulling is worth it, #2663's finding); a hung forge costs bounded time
and the cache serves. A no-forge instance's response stays
byte-identical to today's (rule #115 baseline, pinned by test).

services/background.py is the new one home for fire-and-forget tasks
with strong references (the #2663 GC footgun) — telemetry's two copies
predate it and keep their bespoke canaries; new callers use this.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:46:45 -04:00
bvandeusenandClaude Fable 5 13e428c596 feat(forge): adapter seam + Gitea implementation — optional read access to the operator's forge (#2689)
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Step 4 of milestone 288 (decision #2686). services/forge.py defines the
contract steps 5-7 consume — read_file (content + last_commit_sha, the
provenance stamp), default_branch, resolve_repo, check — with GiteaForge
as the first implementation over the REST contents/repo/version/user
endpoints. Repo identity reuses normalize_repo_key: the host segment
selects whether this forge serves a recorded repo, the remainder is the
API path, so no new identity scheme exists. Read-only by construction;
errors never carry the token; first outbound-HTTP timeout convention
(5s total, no retries — the consumer's fallback is the retry policy).

OPTIONAL per instance (rule #115): get_forge() returns None when
unconfigured and every consumer treats None as today's behavior. Config
lives in admin settings (Settings → Config → Git Forge: kind/base
URL/token, save + test-connection probe reporting version + identity),
with FORGE_* env / Docker-secret fallbacks; DB wins so a UI edit can't
silently lose to an env var. Token treatment follows the smtp_password
convention (masked on read, mask-sentinel skipped on write, absent from
audit details) — and wiring it surfaced that the generic GET/PUT
/api/settings dump bypassed that masking for the owning admin's raw KV
rows, so secret keys are now masked there too (fixes the same exposure
for smtp_password).

Contract tests run against httpx.MockTransport as the fake forge — the
reference behaviors the GitHub adapter (step 8) must reproduce — plus
the off-by-default gate, partial-config-is-off, env-vs-DB precedence,
and route/mask structural checks. Also: the step-2 definition detector
learned to skip dunders after flagging __init__ as 'already defined in
4 files' on this step's own build — guaranteed noise for a hint that
must stay trustworthy.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:37:27 -04:00
bvandeusenandClaude Fable 5 7d26a3fc6a fix(tests): provenance itest user fixture is get-or-create — the lane DB persists across tests
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Both integration tests built the same username; the second insert died
on users_username_key. 19 passed, 1 error on run 3802.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:06:19 -04:00
bvandeusenandClaude Fable 5 1e7f66e72d feat(snippets): body provenance — the cache-with-provenance half of the pointer model (#2688)
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Decision #2686: the recorded location is the source of truth for a
snippet's code; the stored body is a cache of it. data.provenance now
records what the cache is a cache OF — commit_sha + fetched_at — as a
carried JSONB field following the verification precedent, so no
migration is needed and absence keeps today's exact semantics.

The rules: provenance follows the code (fresh SHA restamps it, a code
edit without one drops it, a metadata edit carries it); writes ABOUT
the code carry it — record_verification rebuilds data from scratch and
would otherwise erase it silently; an ok verdict at a known commit
restamps it, since the checker just proved the cache matches the source
there. verify_snippet verdicts also record the commit they ran at,
making "the repo moved on since the check" computable once the forge
integration lands. create/update/verify MCP tools take commit_sha
(git rev-parse HEAD — free for any session with a checkout).

Unit tests pin the compose/carry logic; real-Postgres integration tests
run create→verify→update end-to-end (#2663: DB paths get no
mocked-only coverage).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 12:00:40 -04:00
bvandeusenandClaude Fable 5 8407368c0c fix(hooks): definition detector covers all code, not a language shortlist (#2682)
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ARM 1 extracted definitions with patterns for CSS/JS/TS/Python only —
the languages of the repo it was born in — so the local duplication
proof, and the #2664 record nudge gated on it, were structurally
unreachable in Go/Kotlin/Rust projects (Minstrel, FabledExchange):
precisely where recording was observed never to happen. One
modifier-strip plus a definition-keyword family (func/fun/fn/function/
def/sub, struct/trait/interface/enum/object/protocol/type, plus Go
method receivers) now covers them all; impl is excluded because several
impl blocks per type is normal Rust, and keyword-less declarations
(C/Java/Dart) are documented out of scope. Grep patterns mirror the
same forms so hits are definitions, never call sites. Parameterized
tests pin the coverage per language family. Plugin 0.1.30.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 11:33:24 -04:00
bvandeusenandClaude Fable 5 2d58e74ec7 feat(reuse): recording model becomes the pattern library — every shape at first build (#2687)
Decision #2686: snippets are the project's pattern library, not a dedup
net. The floor, the reusing-code skill, and the snippet tool docstrings
now state the proactive model — record every shape the first time it is
built, with no will-it-recur judgment, and start later instances from
the recorded shape; second-copy consolidation stays as the backstop.
The floor guard test pins all three elements (tool, first-build trigger,
backstop) so the model cannot silently regress to the reactive wording.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-16 11:33:24 -04:00
bvandeusen e05a660471 Merge pull request 'Usage telemetry alive — readout fix, canaries, and the snippet-recording seam' (#110) from dev into main
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2026-08-14 22:36:43 -04:00
bvandeusenandClaude Fable 5 4107b17727 fix(telemetry): usage readout grouped by a rebuilt CASE — group by the label instead (#2663 root cause)
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CI's new integration tests reproduced the outage on a clean database and
named the half: the writes land fine, and usage_for_notes fails on EVERY
call. The GROUP BY rebuilt the ambient case() expression, and asyncpg's
expanding IN-parameters give each instance its own bind names — so Postgres
sees a SELECT expression the GROUP BY doesn't cover and rejects the query
with a GroupingError, which the old code swallowed into zeros. One labelled
expression, grouped by its label. The deployed table has been accumulating
events all along; history appears as soon as this deploys.

Also: the two hook-execution tests now run with the real PATH and skip
when the hook's tools are absent (the restricted-PATH convention next door
is for silence contracts, where empty-for-the-wrong-reason still passes) —
and the unit lane installs jq so 'skip' never quietly becomes 'nowhere'.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 21:49:48 -04:00
bvandeusenandClaude Fable 5 fb757fb4ba feat(reuse): recording gets a seam — the prior-art hook asks for create_snippet when duplication is proven and unrecorded (#2664)
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Zero snippets were ever recorded outside sessions already thinking about
snippets: the read side had a real seam (the PreToolUse hook) and the record
side had a trailing clause of a floor bullet. The trigger moment — 'I just
wrote the second copy' — is mid-Write/Edit, so the nudge now rides the same
hook: when the local arm proves the definition exists elsewhere in the repo
AND Scribe returned no record of it, the context block asks for
create_snippet. Both gates or silence, so a brand-new helper and an
already-recorded one stay nudge-free.

Floor bullet promoted to name the trigger moments (extract, hoist, second
copy); guarded by test the same way the Systems reflex is. Plugin 0.1.29 so
the cache picks up the hook (#2209).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 21:45:32 -04:00
bvandeusenandClaude Fable 5 77acee9239 fix(telemetry): usage counters get canaries, task references, and the missing integration tests (#2663)
The deployed instance ran with every usage counter at zero while surfacing
demonstrably fired. Every unit test was green because every unit test mocked
either _schedule or the session — the two functions that touch the database
ran against real Postgres nowhere. Both telemetry writers also held no
reference to their fire-and-forget tasks (the loop keeps only weak ones), and
swallowed every failure into logger.debug, so a total outage was
indistinguishable from an unused corpus.

- note_usage + retrieval_telemetry keep strong task references until done
- failures log at WARNING; note_usage additionally drops one AppLog error row
  per process per site, so the admin UI shows the outage without host access
- integration tests cover _insert_events -> usage_for_notes and the full
  record_pulled chain on a running loop, splitting the write and read halves
  so a failure names its side

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-14 21:45:32 -04:00
bvandeusen 5503580875 Merge pull request 'Process contracts — invoke by name, compose with the conversation, author as a shape' (#109) from dev into main
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2026-08-10 09:51:47 -04:00
bvandeusenandClaude Fable 5 5cb7cfe706 feat(processes): authoring contract — a process is a shape, never a script
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Operator's generalization of #2582: the benefit of nearly every stored
process is the accumulated SHAPE — steps, taxonomy, quality bar — and a
process must not force anything or overwrite the intent of the request
that invoked it. create_process now states the authoring side of the
composition contract: no embedded approach mandates, no pre-granted
approvals, clarify steps seed from the conversation instead of
re-asking it.

(All three stored processes were also audited: DRY Pass and Rulebook
Review were already propose-approve-apply with no forcing language;
both gained the seeded-clarify line — data changes, live already.)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-10 09:40:23 -04:00
bvandeusenandClaude Fable 5 9c68faa0bd feat(processes): composition contract — the process is the skeleton, the conversation supplies the parameters
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Extends #2582's fix per the operator's direction: a stored Process must
incorporate the context it was triggered with, not displace it. No new
plumbing needed — the live context is already in the session; what was
missing is the stated contract. get_process now carries it: live
constraints/scope/focus fold into the procedure and override its
defaults where they disagree; a clarify step asks only what the
conversation has NOT already answered (confirm interpretations, don't
re-ask); stated concerns become lenses the procedure applies, not text
it discards. The sync-generated skill stubs state the short form.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-10 08:39:02 -04:00
bvandeusenandClaude Fable 5 66c4fd1b88 fix(sync): process-skill triggers invoke by name only — resemblance offers, never substitutes
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Scribe issue #2582: the sync wrote "Use when {title}-type work is
requested" into every generated process skill, so a bespoke live prompt
that merely resembled a stored Process got the Process's canned
procedure — and inherited approvals embedded in its body (the Drift
Audit's fan-out opt-in) that the conversation never granted. Observed
live: an explicit systems-review request with its own constraints was
answered with the Drift Audit clarify menu recommending ~15 parallel
auditors.

New trigger contract, both variants: follow verbatim only when invoked
by name; on mere resemblance the live instructions govern — offer the
process, ask before following, and never inherit embedded approvals the
operator hasn't granted in this conversation.

(The Drift Audit process record itself was also rewritten to a
sequential in-context walk — data change, live already, recorded in
the same issue.)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-10 08:33:40 -04:00
bvandeusen 266d8b8117 Merge pull request 'The Systems question rides every read and write — unified seam, create_system dedup gate, sweeps-are-discovery prose' (#107) from dev into main
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2026-08-09 16:04:58 -04:00
bvandeusenandClaude Fable 5 75bdb9c148 test(systems): fix two mock bugs in the seam tests — unset .id on the fake, shared to_dict dict leaking across creates
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Runs 3562/3565: _fake_system never sets .id so the dup-gate assertion
compared a MagicMock to 7; and a shared to_dict return_value dict let
the tagged create's mutation leak into the orphan create's response.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:55:56 -04:00
bvandeusenandClaude Fable 5 3455f9cb9a refactor(systems): one seam — the Systems question rides every read and write of a record
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Scribe issue #2570, from the operator's challenge: the invariant is
"always be asking whether what you're touching is a System's territory
and whether the work is filed there" — not a nudge in one corner. The
prior shape failed it twice: the hint fired only on creates (with a
special-cased zero-Systems branch), and get_task/get_note returned
records WITHOUT their Systems, so the read-side reflex had nothing to
fire on (same per-kind asymmetry as #2481).

- attach_systems(): single helper used by get/create/update for tasks,
  notes, and snippets, plus add_task_log. Tagged records always show
  `systems`; an untagged project record carries the `systems_hint`
  question instead. Neither field attaches empty (#2483). Hint is
  owner-only; everything fail-open (#2109).
- untagged_systems_hint unified to ONE question — the vocabulary
  listing varies, the question doesn't; the zero-Systems branch stops
  being special text.
- Docstrings state the uniform contract; floor prose now names the
  read-side reflex (systems visible -> list_system_records the pile).
- Plugin 0.1.27 -> 0.1.28.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:48:41 -04:00
bvandeusenandClaude Fable 5 56b1952de5 fix(systems): sweeps are the discovery moment — zero-Systems hint, create_system dedup gate, prose inverted
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First real-world test of the #2562 fixes (Scribe issue #2569): a Forge
session ran a whole-codebase audit and created zero Systems — endorsed
by the shipped guidance, whose "no particular area takes none" clause
read as an exemption for exactly the record type that enumerates the
subsystem vocabulary. And the systems_hint was silent for a zero-Systems
project, the one state nothing else nudges out of.

- systems_hint gains a zero-Systems branch: prompt the FIRST
  create_system instead of going quiet.
- create_system is duplicate-gated like the other creates (normalized
  name, archived included, fail-open) — liberal creation becomes safe by
  construction, so the guidance can stop preaching restraint.
- Prose inverted on every surface (hint text, create_system docstring,
  floor bullet, using-scribe step 7): audits/sweeps take several tags
  and mint the Systems they name; the gate is the guardrail against
  sprawl, not holding back; only a record genuinely about no particular
  area goes untagged.
- Plugin 0.1.26 -> 0.1.27.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
2026-08-09 15:35:59 -04:00
bvandeusen e80f2f233b Merge pull request 'Instruction delivery fits the fold — 2k server map, floor Systems reflex, write-time systems_hint' (#106) from dev into main
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2026-08-09 13:11:20 -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 854aae252a Merge pull request 'Per-kind duplicate-report floors — notes/tasks default 0.93' (#105) from dev into main
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2026-08-09 10:37:06 -04:00
bvandeusenandClaude Fable 5 272b7dbddf feat(dedup): per-kind duplicate-report floors — notes/tasks default 0.93
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At chunk grain (#280) a note-pair's similarity is its closest chunk pair,
so the shared 0.82 floor saturated the note/task reports with related
families (38 note / 155 task groups against the 200-pair cap, measured
2026-08-09). Split kb_duplicate_threshold into per-kind settings keys
with per-kind defaults: snippet 0.82 (single-chunk, scale unchanged),
note/task 0.93 (points the report at genuinely-alike records). Settings
UI grows the two new knobs; report entrypoints inherit the change via
get_duplicate_threshold(user_id, kind).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-09 10:33:11 -04:00
bvandeusen 063494094a Merge pull request 'Chunked embeddings — no record content invisible to search (#280)' (#104) from dev into main
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2026-08-08 23:54:34 -04:00
bvandeusenandClaude Fable 5 23cb396e65 fix(recurrence): drop the now-unused child binding
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The spawn's explicit embed call went with #280 step 3; the create_note result
had no other reader.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:52:33 -04:00
bvandeusenandClaude Fable 5 041d8defbc feat(embeddings): best-chunk-per-note on every retrieval surface (#280 step 4)
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A note's relevance is now its best chunk's similarity, everywhere:

- semantic_search_notes keeps the indexed raw-distance top-k and over-fetches
  chunk rows (x4, composing with the x3 supersession over-fetch), then
  collapses to first-appearance-per-note — rows arrive distance-ordered, so
  first is best. Every ranked consumer (MCP/REST search, Browse, auto-inject,
  write-path, gate) inherits through the one function.
- list_notes semantic q swaps its join for a correlated MIN-distance
  subquery — the join would have repeated a long note once per matching chunk
  and made total count chunks.
- the duplicate report groups its self-join by note pair on MIN(distance):
  pair similarity = closest chunk pair, and the < join now also drops
  cross-chunk self-pairs that would flag every long note against itself.
- the write gate queries once per chunk of the candidate (capped at 8), so a
  note duplicating an existing record in ONE SECTION is caught — the
  whole-document query diluted exactly the section that mattered.

Integration test now seeds a two-chunk note and pins the collapse against
real pgvector.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:51:01 -04:00
bvandeusenandClaude Fable 5 0e70a3896b feat(embeddings): per-chunk rows — schema, write path, version-aware backfill (#280 steps 2+3)
note_embeddings becomes one row per chunk: PK (note_id, chunk_index), plus
chunk_text (what this vector actually encodes) and chunker_version. Migration
0077 clears the table — embeddings are derived (0067 precedent) and the old
whole-document rows are indistinguishable from single-chunk notes, so the
startup backfill regenerates the corpus at the new shape. The backfill is now
version-aware: a future shape change is a CHUNKER_VERSION bump that re-embeds
exactly the stale notes, not another wipe.

upsert_note_embedding takes (title, body) and chunks internally — one path
for the write path, the recurrence spawn and the backfill. The recurrence
spawn's own embed call is deleted outright: create_note already embeds via
embed_note (#2056), so the spawn was a second copy of the rule. An emptied
record now CLEARS its stale vectors instead of leaving them findable.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:47:34 -04:00
bvandeusenandClaude Fable 5 6b5043a69c feat(embeddings): chunk_document — the chunked document shape (#280 step 1)
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bge-small reads 512 tokens and fastembed truncates silently, so a single
whole-document vector permanently lost everything past ~400 words. The new
shape: split at markdown headings (fence-aware), merge small sections, split
oversize ones at paragraph boundaries, title-anchor every chunk, repeat the
section heading on continuation pieces. A record that fits the window yields
exactly one chunk identical to the historical title\nbody shape, so the
corpus's sharpest records are byte-for-byte unaffected. CHUNKER_VERSION added
so later shape changes re-embed by version comparison instead of a table wipe.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-08 23:43:51 -04:00
bvandeusen 875f6a7b5e Queue clear — shared ACL on lists, semantic q, full telemetry ledger, --color-* retired (#103)
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2026-08-08 22:45:26 -04:00
bvandeusen 4ba544e2af refactor(theme): retire the --color-* shim — the sweep it promised, run
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#2533. theme.css claimed "removing this block is a rename sweep across the
components, tracked separately" — written in 67a529a, never filed, which made
the comment itself an instance of the survey's presence-without-reference
pattern. This is that sweep.

73 alias declarations deleted; 69 files rewritten; every --color-*-style name
now references its --fs-* token directly. Mechanical by construction: the map
IS the alias block, applied longest-name-first with a boundary guard so
--color-text never matched inside --color-text-muted. Zero survivors outside
theme.css, verified by grep rather than assumed.

One deliberate survivor: --color-shadow stays DECLARED, because it was never
an alias — it is a literal value the design system has no token for. Marked
in place as a recorded gap: promote it to an --fs-* token when a second app
needs it, don't copy the line.

Nothing is lost mode-wise: the aliases' resolve-at-use-time trick (which
absorbed 48 dark-mode overrides) lives one layer down in the --fs-* tokens'
own derivations, which is why the sweep is a pure rename. Both CSS checkers
green.

Why now rather than never: check_snippets_against_design_system reports every
--color-* reference as "unknown — renders as NOTHING", and nine recipe
snippets recorded from components.css carried the deprecated names, making
them prior art pointing the wrong way. With the sweep in, the checker's
report over re-recorded snippets should be EMPTY — the acceptance test that
proves the checker was right all along (#2517's correction).

Refs #2533
2026-08-08 22:42:37 -04:00
bvandeusen 2d1e26f38f feat(telemetry): ambient surfacings count, apart — enter_project and the skill sync emit
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#2477, option (a) as decided, with the readout changed in the same commit.

## The two silent surfaces

enter_project returns open tasks + recent notes on every project entry —
probably the largest surfacing by volume — and emitted nothing, so the pulls
it caused floated unattributed and the surfaced:pulled ratio ran against a
denominator missing its biggest contributor. Now source "enter_project".

build_process_manifest installs every reachable Process as an auto-surfacing
skill on the operator's machine — its own docstring calls it the most
consequential passive surface Scribe has — and emitted nothing, so a Process
matched on every relevant turn and never opened was indistinguishable from
one never installed. Now source "process_skill_sync": the honest event is
"installed", which is a surfacing in effect since the description sits in
front of the model each session.

## The readout, same commit — the condition option (a) carried

Both surfaces are AMBIENT: top-N-by-recency and install-everything are not
ranked choices. Pooling them into surfaced_count would make a note's number
dominated by "recently updated in a project you opened", and dead-weight
detection would read that as popularity — the wrong number read confidently,
which is the corrupts-data tier the survey ranked above everything else.

So usage_for_notes splits: surfaced_count stays RANKED-ONLY (every existing
consumer's reading — "surfaced often, never pulled → dead weight" — keeps
meaning what it meant), and ambient_count is new. Classified in SQL via a
CASE on AMBIENT_SOURCES so the group count stays three rows per note, not one
per distinct source. Pulls stay pooled: "did anyone ever open this?" does not
depend on how it was found.

#1038 and #2085 read agent pulls and ranked surfacings; both are unaffected
by ambient volume, which is the point.

Refs #2477
2026-08-08 22:39:13 -04:00
bvandeusen 9b3874b657 test: the auto-inject path now logs two retrievals, and that is the point
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45ba4aa made the reuse slot log its query (source: reuse_slot). The margin-gate
test pinned record_retrieval to exactly one call, which was asserting the very
asymmetry #2463 fixed — the displaced hit logged, the displacing query not.
Assert both sources in order instead.

Refs #2463
2026-08-08 22:32:58 -04:00
bvandeusen 45ba4aab25 fix(telemetry): the two invisible retrievals log, and /api/search takes scope
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#2463, the remaining findings (finding 3 landed with f11a547).

## The reuse slot logs (source: reuse_slot)

A real semantic query competing for an auto-inject menu slot, and the ledger
was asymmetric: the scored hit it DISPLACED was in retrieval_logs, the query
that displaced it was not — so the slot could never be evaluated against what
it replaced. #1038 and #2085 are gated on this ledger being complete.

## Browse search logs (source: browse_search)

The human's main search surface, and it logged nothing — so retrieval_logs
claimed the web's search was /api/search. Measured while fixing: /api/search
has ZERO frontend consumers; the web UI searches through /api/knowledge
exclusively. The table wasn't just under-describing the UI, it was describing
a surface the UI never touches.

The task's check — does folding human queries into the corpus skew the
precision signal thresholds are tuned against? — is answered by the source
column: distinct values (browse_search, reuse_slot beside the existing four)
mean tuning includes or excludes human traffic deliberately rather than by
accident. Same resolution as the mcp_/rest_ split in note_usage_events.

## /api/search takes project_id (and logs it)

The route logged project_id=None unconditionally while the MCP tool insists
the agent pass the active project. Now optional, default global: with no
frontend consumer, this route serves API callers, and an API caller states
its scope explicitly — the default-scope UI decision the task flagged is moot
until a UI actually consumes the route, which is recorded rather than guessed.

Refs #2463
2026-08-08 20:00:22 -04:00
bvandeusen f11a547cd2 fix(lists): shared-project records appear, and a list's q means what search means
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#2462, both decided halves.

## The ACL defect

list_notes filtered on Note.user_id == user_id with no scope parameter at all
— never a per-call decision, the capability was absent. query_knowledge beside
it was deliberately browse-scoped with a comment saying why. So a task in a
shared project was invisible in list_tasks, enter_project's open-task list,
the SessionStart todo count and the web UI's task views, while the same
project's notes and snippets appeared.

Now the shared clause: notes_visibility_clause(user_id, "browse"). Browse and
not read, per decision #2094 — an ambient list must never surface a record
someone shared one-to-one; those stay search-only. This is the remaining half
of a fix made twice before (#2159 widened fetch, #2092 widened meaning), and
the guard below is what stops a fourth half appearing.

Guarded by source inspection in test_retrieval_scopes: every list-shaped
service references a shared visibility clause AND carries no bare
Note.user_id comparison that would quietly re-narrow it. An owner-only list
returns correct-looking rows and simply omits the shared ones — the shape no
behavioural test catches.

## q is semantic (operator: "make it match")

The UI's note list keyword-matched while the UI's Browse search
semantic-matched, over the same records, with nothing saying so. Now one
meaning: q joins the embedding index and orders by cosine distance at the
interactive floor, with every lifecycle filter still applied in the same
indexed query. Relevance ordering wins over `sort` when q is present — a query
is a relevance claim, and sorting its results by date would shuffle the
answer. ILIKE survives only as the embedder-down fallback: degraded, never
empty.

Stated position: superseded records are NOT demoted in list-q. The penalty
reorders a top-k; reordering a paginated, counted list would make page
boundaries lie. The search surfaces carry the demotion.

## The interactive floor becomes one constant

INTERACTIVE_SEARCH_THRESHOLD = 0.3 in embeddings.py, consumed by
routes/search.py (was a commented constant), knowledge.py (was a bare
literal), and the new list-q. This closes #2463's finding 3 early — the same
number lived in two files with the reasoning attached to only one.

## Deferred, deliberately

The return-shape unification (ORM objects vs dicts) stays undone. It is a
14-caller refactor whose motivation — callers being unable to swap paths —
shrinks now that both paths share the clause and the meaning of q. If swap
pressure recurs it deserves its own change, not a rider on an ACL fix.

Refs #2462, #2463
2026-08-08 19:58:01 -04:00
bvandeusen baa2492053 Duplicate report for notes and tasks — milestone #278 complete (#102)
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2026-08-08 19:05:08 -04:00
bvandeusen 52bf40de4f test: the empty duplicate report carries suggestion now — assert shape, not the exact dict
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The step-5 field addition (d7039dc) broke a test pinning the error-path
return literally. The field is deliberate: a failed scan must match a clean
scan in shape, or every consumer grows a second code path for the degraded
case. Assert the parts instead.

Refs #2547
2026-08-08 18:58:37 -04:00
bvandeusen d7039dc17c feat(dedup): the duplicate report reaches notes and tasks, with per-kind cures
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Step 5 of #278, folding in #2534. The operator's no-gate decision for the web
UI (#2482 — "an llm attached to this surface is the corrections system") has a
precondition nobody had built: the corrector has to be able to SEE what needs
correcting. find_duplicate_snippets had no equivalent for notes or tasks, so a
duplicate note was only ever noticed by accident.

find_duplicate_records(kind="snippet"|"note"|"task") — the same indexed
self-join, parameterised. Tasks are notes with a status, not a note_type, so
the kind split is a status predicate; mixing them would propose folding a
to-do into a write-up. find_duplicate_snippets stays as a wrapper because both
surfaces and SnippetListView consume it by name.

What differs by kind is the CURE, and the report says so in a `suggestion`
field rather than leaving the caller to guess:

  snippet  merge — lossless, the survivor keeps every call site
  note     NEVER merge. A correction pair → supersedes on the newer; state
           smeared across dated records → extract to the System's reference
           note; genuinely parallel → leave alone. Choosing needs the records
           READ, which is the agent's job — so non-snippet groups carry
           `members` with dates and any `existing_supersessions` already
           declared inside the group. A pair someone ruled on is not an open
           question.
  task     usually the same work opened twice — keep the one with the history,
           cancel the other with a pointer.

The snippet sibling filter stays snippet-only: it keys on symbol/code_sha,
which other kinds don't carry — and for them a look-alike is a finding.

Surfaces: MCP find_duplicate_records (classified into _READ_ONLY_TOOLS — the
completeness test would have caught the omission), REST /api/notes/duplicates,
and a KnowledgeView panel mirroring SnippetListView's — links only, no merge
button, because for notes the report proposes and the correction is a read-
and-decide act. The panel follows the type filter and clears when it changes,
so a note report can't linger under a task view.

Correcting the task's own premise: it claimed the snippet report had "no view
consuming it" — stale; SnippetListView has consumed it since it shipped. The
UI gap was only ever notes/tasks.

Answers the question carried from #2482: yes, the update routes on BOTH
surfaces can turn a record into a duplicate — the gate is create-time by
design. This report is the mechanism that catches it after the fact, which is
the model the operator chose.

Refs #278, #2547
2026-08-08 18:51:49 -04:00
bvandeusen 914b701a50 Supersession (steps 1–4) — corrections demote, state lives on Systems (#101)
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2026-08-08 18:25:30 -04:00
bvandeusen 3f1523b19f feat(systems): read-side teeth — the vocabulary at session start, a search filter, and the state/chronicle instructions
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Step 4 of #278, product half. The audit that motivated it: one System in
project 2, thirty records tagged, nothing since July 28 — three days after the
feature landed. Not a discipline failure; retrieval was completely blind to
the association (zero references in embeddings, knowledge, search, auto-inject,
or enter_project), so tagging was a write-side label with no read-side payoff,
and labels nobody reads don't get maintained.

Three changes, ordered by what makes the others workable:

1. enter_project returns the project's Systems (id, name, first line of the
   charter). Load-bearing for the tagging instruction: you cannot ask an agent
   to check a record against a vocabulary it never sees. Trimmed because it
   rides on every session start; the full charter stays get_system's job.
   Present-and-empty rather than absent when a project has none — "no named
   areas yet" is information the create-the-System instruction acts on.

2. search accepts system_id, MCP and REST (#33). Implemented once in
   semantic_search_notes as an EXISTS against record_systems — an association
   filter deciding candidate-set membership before scoring, like project_id,
   not a ranking signal. The REST route's missing project filter stays #2463's:
   it carries a default-scope UI decision this change must not preempt.

3. The instructions (#119, _INSTRUCTIONS + using-scribe skill; plugin 0.1.25
   for the cache):
   - Tag as you write, with an executable test — "would someone investigating
     that subsystem want this in the pile list_system_records returns?" —
     rather than "tag appropriately", which is what died.
   - Create the System when the area has no record: the two-or-more test
     snippets use, plus "don't wait to be asked to name an area that plainly
     exists", because the agent's default was leaving un-modelled areas
     un-modelled forever.
   - State vs chronicle: dev-logs are written once and never rewritten; durable
     findings live in the System's reference note, updated in place — safe
     because note versions are the changelog, which has existed since the
     feature shipped and was never named as one.

list_system_records' docstring now sells it as the way to READ a subsystem,
reference note first. No auto-inject boost by System — vocabulary and filter
first, measure before adding ranking behaviour (the #2486 lesson).

Refs #278, #2546
2026-08-08 18:19:58 -04:00
bvandeusen 6c4c1bccfc test: stub the auto-inject supersession lookup where there is no database
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CI on f20c019: nine failures across three files, all on the auto-inject path.
Step 3's own tests passed; these are the same shape as the step 2 breakage —
a real database call added to a path whose unit tests run without one.

Stubbed per file, each saying why, rather than once in conftest. A global stub
would hide the dependency from every future test on these paths too, which is
the same "make the code lie" trade refused in 984407f, one level up.

The auto-inject query is kept separate from the ranker's rather than threaded
through, and that is deliberate: `_reserve_slot_for_reuse` runs a SECOND search
and can add a hit to the menu, so the final `kept` set is not a subset of what
the ranker scored. Labelling whatever actually reached the menu needs its own
lookup over that final set — one indexed query on a handful of ids.

Refs #278
2026-08-08 02:07:14 -04:00
bvandeusen f20c019f2a feat(supersession): demote what a later note overtook, and label it
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Step 3 of #278. First step with visible effect.

## Where the demotion happens, and why not in SQL

Applied AFTER the pgvector fetch, over an over-fetched candidate set, not as
part of the ORDER BY.

Ordering by `distance + penalty` would be exact and would turn an indexed
top-k into a scan-and-sort of every embedded note — the HNSW index from
migration 0067 can only serve a raw-distance ordering. So the query fetches
3x the requested rows by raw distance and the re-rank happens in Python.

Demoting after a LIMIT k with no over-fetch would have been theatre: the cut
already happened, so a superseded record pushed down still sits in the results
and the live record that should have replaced it was never fetched.

The cost is stated in the code: a live record outside the over-fetch window
cannot be promoted in. With a 0.05 penalty against neighbours ~0.014 apart,
that needs the true answer more than three ranks down, which no observed query
approaches.

## Demote, never hide — enforced in three places

The penalty applies to the RANKING score, not to the relevance threshold. The
floor decides whether a record is relevant at all; the penalty decides which
relevant record comes first. Applying it to the floor would drop a superseded
record out of the results entirely, which is the one thing this must not do.

It is small on purpose. Supersession is a claim about SOME of a record's
content, so one that strongly answers a question nothing else answers still
surfaces — just behind anything comparable that is current. Its test asserts
both bounds, the upper one citing the operator's constraint rather than an
optimisation.

And every test here that could be satisfied by dropping a record instead
asserts the record is still present.

## The dedup gate opts out

A superseded record is still a duplicate of what you are about to write — the
claim is that it is no longer current, not that it is gone. Demoting it there
would let the same note be recorded a second time, and the second copy would be
the one nothing warns about.

## The label

Auto-inject marks a superseded line SUPERSEDED with a pointer to check the
later record. One query for the whole menu. An agent handed stale material with
nothing marking it acts on it with full confidence, which is worse than never
having surfaced it — the ranking is only half the fix.

Fails open: a supersession lookup error returns unpenalised results rather than
none, because unpenalised ranking is the behaviour that shipped for months and
a broken search is not.

Refs #278
2026-08-08 02:00:06 -04:00
bvandeusen 984407f931 fix(supersession): one query for both directions, not two per note read
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CI failed on 8d9e96c — eight tests in test_mcp_tool_notes.py, all
"Connect call failed (127.0.0.1, 5432)".

The proximate cause is that `_attach_supersession` runs on every note
read/write and those are unit tests of the tool layer with no database. But the
test failure exposed a worse decision underneath it.

I had written the two directions as two service calls, so every `get_note`
made TWO extra round trips plus TWO ACL checks — on the hottest path in the
product — to save a two-line partition in Python. That is the wrong trade
whether or not a test noticed.

`get_relations` replaces both: one OR query, one ACL check, partitioned by
which column holds the note's id. Its test asserts `execute.await_count == 1`,
so the collapse can't quietly come apart later.

The tests then get an autouse stub rather than the code getting a swallow. The
tool genuinely has a new dependency; hiding that behind a try/except to keep
unit tests green would be arranging for the code to lie about what it does.
This file already records the same hazard for note 2109, so the stub sits next
to that precedent.

Added the test that matters, which the first pass missed: a superseded record
still surfaces, so an agent WILL read stale material — and it must arrive with
a plain-language warning, not just a numeric field to notice. Also pinned that
both keys are ABSENT rather than present-and-empty when there are no relations.

Refs #278
2026-08-07 22:45:56 -04:00
bvandeusen 8d9e96cc6d feat(supersession): declare it — supersedes on both write paths
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Step 2 of #278. Records and reads the claim; the demotion that makes it matter
is step 3.

`services/supersession.py` with set/get on both directions, following the
set_record_systems shape since this is the same kind of mutable M2M at the
tool/route layer rather than inside notes_svc.

## Both directions are exposed, and only one is obvious

`supersedes` is what the author claimed. `superseded_by` is what a READER needs
and what the note itself cannot know — a stale record handed over with no
marker gets acted on confidently, which is worse than never surfacing it. So
get_note carries it, says so in its docstring, and adds a plain-language line
telling the reader to open the newer note first.

Both are OMITTED when empty rather than serialised as empty lists. A field that
always says nothing trains readers to skip fields — the lesson consolidated_at
cost, removed in the previous commit.

## Refuse vs drop, which is the one real judgement here

Dropped silently: a target that doesn't exist, is trashed, is the note itself,
or would close a cycle. Each is a claim with no subject or no meaning; none is
something the caller can act on.

REFUSED with PermissionError: a target the caller can read but not write.
That is the single case where the caller could believe they succeeded and be
wrong in a way that matters — demoting someone else's record out of their
retrieval is damage invisible from the outside, with no symptom for the owner
to trace. Rule #47, and PermissionError because services/snippets.py already
uses it for read-but-not-write with both surfaces catching it.

The PATCH/PUT routes scope by the CALLER, not owner_uid: an editor-share holder
may edit the note and must not thereby inherit the owner's write access to
whatever they name as superseded.

## Cycles

A ring claims every member is obsolete. Under flat demotion that demotes them
all equally, so the set drops out of ranked retrieval together with nothing in
the data saying why. Refused by walking the existing graph from the proposed
target — iteratively with a visited set, because the graph is user-supplied and
a deep chain must not become a stack overflow on a write path. The visited set
also makes the walk terminate on a ring that already exists, which is pinned by
its own test rather than trusted.

Both surfaces (#33), the instruction surface per #119 — framed as the third
answer beside update-instead and force=true: not everything resembling an
existing record should be folded into it, and not everything distinct should
compete with it forever.

Refs #278
2026-08-07 22:38:09 -04:00
bvandeusen 5dcb738ce8 fix(backup): carry note_supersessions — the coverage guard caught the omission
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CI failed on 45c6b1c. `tests/test_services_backup.py` asserts every table is
either in `_BACKED_UP` or explicitly in `_NOT_INCLUDED`, and the new table was
in neither.

That guard exists for exactly this: a new table gets a model and a migration —
both of which fail loudly if wrong — and then silently never gets a backup
section. No error, no warning, and a restore that reports success. Its comment
says it was written to "stop the seventh" table slipping through. This was the
seventh.

Supersession claims are backed up rather than excluded because they are a
JUDGEMENT. Someone decided this note replaced that one, and nothing in either
note's text records the decision. Lose them and a restored corpus silently
returns to ranking stale material alongside current material — with no symptom
that says why.

Scoping differs by backup kind, deliberately. A whole-instance export takes
every row. A single-user export takes only claims where BOTH ends are that
user's notes: a claim spanning out to someone else's record cannot be restored
into a single-user import, since the far id is not in the map, so exporting it
would write a row that silently vanishes on the way back in.

Restore maps both ids and skips the row unless both resolve. A claim is about a
PAIR — half of one is not a weaker claim, it is a dangling row pointing at
whatever note holds that id next. Guarded by `data.get` like every post-v2
section, so v5 and older payloads restore cleanly without it.

BACKUP_VERSION 5 -> 6, and the version test moved with it. A payload section
added without moving the version produces backups that are structurally
different and indistinguishable by inspection.

Refs #278
2026-08-07 21:49:08 -04:00
bvandeusen 45c6b1c88a feat(supersession): the relation, and the dead column that stood where it should
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Step 1 of #278. Structure only — nothing reads or writes the new table yet.

Old records outrank newer ones on the same subject because a similarity score
cannot tell time. A note that accurately described how something worked in June
is still accurate ABOUT June; it is just no longer the answer. Nothing recorded
that, so nothing could act on it.

`note_supersessions(superseder_id, superseded_id)`. The claim points FORWARD —
the newer record names what it overtakes — because the older one cannot know it
has been overtaken; asking it to record its own obsolescence is asking it to
predict the future.

A table rather than a column because the relation is genuinely many-to-many and
partial, and both directions are hot: superseded_id answers "has this been
overtaken?" at ranking time, superseder_id answers "what does this replace?" in
a record view. An array column serves one and not the other.

CASCADE is safe because trashing is not a delete — trash_svc stamps deleted_at,
so a trashed note keeps its claims and restore brings them back. It fires only
on purge_trash, where a claim about the row would be unactionable anyway. A
CHECK rejects self-supersession, which under flat demotion would let a record
demote itself.

## consolidated_at, and what it actually was

Dropped. Written by nothing while serialised into every note and task payload
as null — and worse, it implied a capability.

The survey (#2483) read it as note consolidation modelled and abandoned. That
was wrong, and the frontend is what says so: `TaskViewerView` rendered
"✦ Auto-summarized from work logs" gated on this column. It is a survivor of
the pre-pivot auto-summary subsystem (migration 0030), whose own column #599
removed. Not an unbuilt feature — an outlived one.

So four more remnants went with it: the banner, its CSS, a `consolidatedAt` ref
in TaskEditorView assigned and never read, and `.auto-summary-banner-editor`
styling with zero template usage. That last one is presence-without-reference
in the same family as the column itself.

Dropped rather than repurposed for supersession, and the distinction is the
point: consolidation folds records into one survivor and destroys the
originals. Supersession is the opposite — both survive, the older ranks behind.
Smuggling one in under a column named for the other would bury that in schema.

## The hard delete_note

Removed, with a comment where it stood. Zero callers, and the danger was never
that it ran — it is that it was findable by name. Someone wanting to delete a
note greps `delete_note`, finds a function in the notes service with exactly
the right signature, and permanently destroys a record every path downstream
expects to be recoverable. The MCP tool of the same name already went through
trash_svc; only the service function was the trap.

Refs #278, #2483
2026-08-07 21:40:51 -04:00
bvandeusen bbba0b3ae3 refactor(embeddings): one definition of the document a record is embedded as
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`f"{title}\n{body}"` was written out four times. #2486 found three — the write
path, the recurring-task spawn, the startup backfill. The guard added here
found the fourth immediately, and it was the one that mattered most.

`dedup.find_duplicate_note` built the same string as a QUERY, compared against
embedded documents. Shaped differently from the corpus it searches, the gate
degrades silently: it still returns neighbours, just less apt ones, and nothing
says the query and the index stopped agreeing. The spawn path has the same
shape of risk — a recurring task embedded differently from everything else is
ranked against documents it doesn't match.

None of the four had diverged. That is what makes this worth doing now rather
than after: they are identical today, so collapsing them is a no-op, and the
whole point is that the next change to the shape can't hit three of four.

Which is imminent. #2486 measured a dev-log separating from five unrelated
dev-logs by 0.023 where a snippet separates by 0.153 — the difference being
that a snippet states its purpose twice in a short document. Whether that shape
is right is the open question; testing an alternative against four copies would
mean testing a shape that isn't the one in production. This is the precondition
the issue named.

The guard is source inspection, matching the f-string pattern rather than a
variable name, so a copy that renames its locals is still caught. A behavioural
test cannot see this: an inlined copy produces the same string today and
diverges the day the shape changes.

Refs #2486
2026-08-07 13:01:45 -04:00
bvandeusen 7defc6897c Project board — show all tasks, clamp plan bodies, stop re-collapsing (#100)
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2026-08-07 08:26:59 -04:00
bvandeusen 3f26aa9485 fix(project): the board showed 100 of 166 tasks and said nothing
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The milestone progress bars and the cards beneath them came from different
places. The bar is counted SERVER-SIDE over every task; the kanban rendered
whatever a single `limit=100` returned. Project 2 has 166 tasks, so 66 never
arrived — and because the route sorts `updated_at desc`, the ones dropped were
the least recently touched, which is mostly done tasks in completed milestones.

So "v1.0 — 12/12" expanded to two cards, and the auto-collapse rule (100% done
starts collapsed) read as arbitrary because the number driving it disagreed
with what you saw when you opened it.

No benefit was being chased. The limit shipped the day the view was written
(012eb1d, March 2), when the project had a couple of dozen tasks. It became
wrong as the corpus grew, and nothing was watching: the route returns `total`
and the view discarded it. Correct when written, wrong later, silent in between
— the same shape as half the coherence survey.

Four changes:

- **Page until complete.** The board groups by milestone and shows per-milestone
  progress, so it cannot be right on a partial set. Guards against a page that
  returns nothing while `total` still claims more, rather than looping forever.

- **Stop swallowing the error.** `catch {}` left an empty board, which is
  indistinguishable from a project with no tasks — the same hidden-with-no-
  indicator failure one layer up. Styled apart from the empty state deliberately;
  "no tasks" and "the tasks did not load" must not look alike.

- **Clamp long plan bodies** to ~6.5rem with a Show more. A milestone IS the
  plan, so its body carries the whole design — several hundred words now — and
  rendered in full one plan pushes every other milestone off screen. max-height
  rather than line-clamp: the content is rendered markdown with block children,
  which line-clamp handles unpredictably. Length judged on the source string; a
  per-milestone scrollHeight measurement is a lot of machinery to decide whether
  to show one button, and the proxy is only wrong near the threshold.

- **Auto-collapse decides ONCE per milestone.** It re-ran on every reload, and
  `loadMilestones` runs after a task's status changes — so expanding a finished
  milestone and ticking anything snapped it shut again with no visible cause.
  That is the other half of why the collapse state looked mixed: it wasn't only
  deciding at start, it was overriding the reader continuously.

Reported by the operator after the fd7097c deploy. Not caused by it — but
restoring `.milestone-header` in #2444 is what made the progress track render
again, so the mismatch had been invisible rather than absent.
2026-08-07 08:20:49 -04:00
bvandeusen fd7097c6b7 Coherence survey fixes — instructions, read scope, pull telemetry, dedup (#99)
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2026-08-06 22:23:34 -04:00
bvandeusen 24d071619b fix(dedup): compare the artefact, not the prose describing it
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The snippet gate was reading the wrong field, and #2464's UI recipes made it
measurable in both directions at once:

  .btn-danger vs .btn-danger-outline   0.92   siblings, BLOCKED
  .btn-primary re-recorded verbatim
  under a different name              <0.90   a literal copy, ALLOWED

The second is what settles it. Identical code at an identical repo·path·symbol
sailed through because the description differed, while two deliberately
parallel variants were refused because theirs did not. A snippet's embedded
document is mostly prose ABOUT the code, so no threshold fixes this: lowering
it blocks more siblings, raising it admits more copies.

So structure decides. Two exact signals, both index-served off the notes.data
mirror that already exists, no migration and no backfill:

  location  the same named thing in the same file. Requires BOTH path and
            symbol — a path alone is a directory of artefacts, and matching on
            it would refuse every second recipe from one stylesheet.
  code      byte-identical code anywhere, via the same fingerprint the drift
            check uses.

The semantic arm survives as a backstop for a genuine reword that shares
neither, raised to 0.96 so it sits above the 0.92 band where real variants
live. Structural hits say what they matched instead of hedging with "similar",
and point at merge rather than update — two records of one artefact is what
merge exists to fold back together.

find_duplicate_snippets gets the same correction: pairs where both snippets
name a symbol, name DIFFERENT symbols, and hold different code are variants,
not copies. Without it a design system's button family reports as one merge
set — eight recipes, every direct pair over the floor, top score 0.92, one
click from collapsing a component family. The cost is real and stated in the
code: a helper recorded twice under two names no longer reports. That trade
favours the report being usable, and same-symbol and unnamed duplicates — how
re-recording usually looks — still surface. The filter fails open, so a lookup
failure degrades to the old unfiltered report rather than to a reassuring
empty one.

resolve_locations extracted: compose_body, create_snippet and now the gate each
had their own copy of the repo/path/symbol shorthand fallback, and the gate is
the one where a disagreement would mean matching a location the record won't be
stored with. Applied to both create surfaces (#33) — the web UI must not be the
way to record what the agent was stopped from writing.

Refs #2518, #2464
2026-08-06 11:31:02 -04:00
bvandeusen c18139622c fix(telemetry): the human half of the pull ledger recorded one kind in three
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Opening a snippet in the UI recorded rest_snippet. Opening a note or a task
recorded nothing — so the most direct evidence the product has that anyone
cares about a record existed for one kind out of three, and the other two sat
at zero pulls looking like dead weight beside a kind that merely had a counter.

Not an open question about intent: models/note_usage.py already documented
'rest_note' as a source value. Nothing wrote it. The design named it and the
implementation stopped at snippets.

Adds rest_note and rest_task. Tagged by SURFACE rather than by the record's
kind, matching rest_snippet — the kind is a join away, but which surface asked
is not recoverable after the fact. The mcp_/rest_ split stays load-bearing:
"is this dead weight" is served by any pull, "was that injected line useful" by
agent pulls alone, and a human clicking a link would inflate exactly the number
#1038 and #2085 gate on.

The vocabulary comment in the model was itself the stale-enumeration shape this
survey keeps finding — it named a source nothing wrote while omitting sources
that existed. Replaced with the naming CONVENTION plus a pointer to grep, which
cannot drift, rather than a longer list that would go stale the same way.

Guard extended to the REST surface, same derivation as the MCP half: a route
registered at exactly /<int:x> for GET is a detail view, and one reaching a
note-backed loader must record. Handler source is expanded one level through
module-private helpers, without which get_snippet_route — the route that
already got this right — would drop out of the check by loading via
_load_snippet. Verified the guard fires when a call is removed.

Renamed test_mcp_pull_telemetry.py -> test_pull_telemetry.py; it is no longer
only about MCP.

Closes #2476
2026-08-06 08:51:21 -04:00
bvandeusen ac1ce0a7f0 fix(mcp): a read key could read notes but not snippets or design systems
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_READ_ONLY_TOOLS fails closed, which is the right design — but the list had
gone stale, so a read-only key could get_note and not get_snippet, both pure
reads of the same table, and could not read a design system at all. That
inverts the sensitivity ordering: the free-text records were reachable and the
structured, low-sensitivity ones were not. `find_duplicate_snippets` sitting in
the list was the tell — someone classified the report and missed the getters
beside it.

Adds the twelve reads that were missing: snippets, processes, the six design
system tools, and list_repo_bindings. Each verified to mutate nothing rather
than assumed — this is a security boundary, and a wrong entry does not cost
what a missing one costs. record_pulled on four getters is telemetry about the
read, not a change to what was read, and get_note already carried it inside the
boundary.

The list stays explicit. Deriving it from the name would be worse than
staleness: it makes the boundary follow a naming convention, so any future
get_* grants itself access. list_starter_role_groups is the live illustration —
it reads a constant, but names create_design_system in its docstring, so a
pattern-matcher flags it.

So derive the CANDIDATES and keep the DECISION explicit: a new test asserts
every read-shaped tool appears in _READ_ONLY_TOOLS or in a declared
_DELIBERATELY_WRITE_SCOPED, and that neither set names a tool that no longer
exists. Adding a getter now forces a classification at review time instead of
denying it silently. The second set is empty and stays declared — otherwise a
future get_or_create_* would be pushed into the allow-list to make the test
pass, which is the wrong way to satisfy it.

Third instance of the same shape, after #2476 and #2444: a hand-written
enumeration that missed the members added after it was written.

Refs #2496
2026-08-06 08:43:10 -04:00
bvandeusen ffd08507f1 fix(instructions): the push is an optimisation, not the bridge
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_INSTRUCTIONS told an agent the SessionStart hook was how rules reach a
session, and used that as the argument against a host-memory pointer. The
using-scribe skill said the opposite — pull them yourself, treat any push as a
bonus. Nothing said which wins, and #119 makes these surfaces the
specification, so this was the product behaving two ways.

#2198 is the case that settles it: every plugin hook was silently inert for an
extended period. An agent trusting the push would have run with no binding
rules and no signal, while those rules govern branch, commit and push.

So: _INSTRUCTIONS now leads with the explicit pull and names the hook as a
delivery optimisation. The argument against a host-memory pointer survives —
it never needed the hook to be reliable, because the pull IS the bridge and it
is written into every surface a session already loads.

The static context gains the tiebreaker for the next disagreement: follow the
surface that assumes least about its own delivery. "Most detailed wins" is
wrong precisely because the most detailed surface is the one with a delivery
precondition. It goes there by its own logic — a tiebreaker arriving over MCP
cannot arbitrate what to do when MCP is absent.

Guarded by tests/test_instruction_surfaces_agree.py: every session-start
surface states the pull, and no surface names the push without it. Plugin
version bumped so the cache that executes actually picks the file up (#2209).

Refs #2497
2026-08-06 08:23:36 -04:00
bvandeusenandClaude Opus 5 63c213b617 fix(processes): the least-equipped kind is the one that gets followed
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Survey pass 3 (#2250) tabulated capabilities per record kind. Processes came
out lowest on every column, and they are the kind with the most authority:
build_process_manifest turns each one into a skill file on the operator's
machine that auto-surfaces and is followed as written — its own docstring calls
it "the most consequential passive surface Scribe has."

Three gaps closed.

NO PULL TELEMETRY (#2476). get_process recorded nothing, while the auto-inject
menu header names get_process as the way to open that kind. Every note is
embedded regardless of note_type, so a Process is surfaceable — and the getter
the product points at was the one getter that recorded nothing, leaving every
Process permanently at zero pulls and looking like dead weight beside kinds
that merely had a counter.

get_note's own comment already listed processes as a reason to record pulls.
The fix for #2245 covered notes, tasks and snippets: it enumerated the kinds
someone thought of rather than the kinds that exist.

NO DEDUP GATE. create_process had no near-duplicate check and no force flag,
while notes, tasks, snippets and rules all have both. It matters more here than
elsewhere: two near-identical procedures don't just bloat the corpus, they
compete to be followed, and which one wins is decided by a slug collision.

NO DELETE. list/create/get/update, no delete — a kind that reads as one you
cannot retire. Deletion was always possible via delete_note, since a Process is
a note and the trash is kind-agnostic, so this was discoverability rather than
capability. delete_process checks note_type before trashing: the tool is
reached for by name, and letting it destroy an ordinary note whose id happened
to resolve would be a destructive action taken on a mistyped argument.

THE GUARD, which is the part that stops a fourth repeat.

tests/test_mcp_pull_telemetry.py discovers every get_* MCP tool by AST and
requires a record_pulled from any that loads a single note. Not a list of
getters — a get_<newkind> added tomorrow is covered the moment it loads a note
the way the others do. get_milestone is correctly excluded: it calls list_notes
for a milestone's steps, which is a surfacing, not an opening.

The loader NAMES are a list, and that residual weakness is pinned against a
rename rather than papered over. An earlier draft tried to discover new loaders
by return annotation and would have failed on create_note — which also returns
a Note. Readers and writers aren't distinguishable by type, so the honest
version is a pinned list, a non-empty assertion, and a docstring saying which
hole remains.

test_register_attaches_four_tools became a derived check of the module's public
coroutines, so the next tool added can't be left unregistered.

MCP _INSTRUCTIONS updated: product behaviour belongs in the instruction
surfaces, not in a rule (rule #119).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 16:32:05 -04:00
bvandeusenandClaude Opus 5 07bf58de46 fix(project): grid tracks that cannot shrink pushed the milestone rows off-page
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Reported after deploy: the milestone rows and the kanban's Done column run past
the right edge and get cut.

Both grids here use a bare `1fr`, and a `1fr` track carries an AUTO minimum —
it cannot size below its content. So one wide descendant anywhere in the
content column widens the column past the grid, everything inside inherits that
width, and `.project-view`'s `overflow-x: clip` cuts it at the page edge. The
milestone header only made it visible: it is a flex row now, so its tail
(progress track, percent, actions) sits at the right edge where the clipping
happens, where before those children stacked at the left and never reached it.

`minmax(0, 1fr)` on both, plus `min-width: 0` on the content area — a grid
item's default `min-width: auto` refuses to shrink even when its track will,
so the two halves are needed together.

Worth naming, because it is the same property twice with opposite intent: the
header nav was fixed two commits ago by RELYING on the auto minimum, so neither
side could be squeezed under its content and the pill bar stays centred. Here
that same behaviour is the defect. `1fr` is not a neutral default — it is a
statement that the track may not shrink.

I could not isolate which descendant was the wide one by reading, and said so
rather than guessing at it; this is the structural fix, which holds whichever
of the candidates it was.

Not changed: RulesView's `280px 300px 1fr` is the same shape and a plausible
latent instance, but nothing has reported it and I have not seen that surface
misbehave. Guessing at unreported layouts is how eleven fixes become eleven
regressions.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 10:08:48 -04:00
bvandeusen 11c243c0fa Deleted CSS left its modifiers behind — restore six base rules, and check for the rest (#98)
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2026-08-05 09:41:18 -04:00
bvandeusenandClaude Opus 5 a6d6550483 fix(ui): walk the eleven dangling-style reports — two were real
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#2444. Each needed reading rather than a batch fix, and the split was 2 real
losses, 4 false reports, 5 wrappers that are bare on purpose.

REAL:

  .system-card   was a flex row, and every child still says so —
                 .system-swatch and .system-actions are flex-shrink: 0,
                 .system-body and .system-form--inline are flex: 1.
                 align-items: flex-start is why the swatch carries
                 margin-top: 0.3rem: nudged onto the first line of text.
  .systems-list  no rule AT ALL, so the systems list rendered with browser
                 bullets and indent. Invisible to the check — see below.
  .graph-embed   the panel is a flex column whose header is flex-shrink: 0,
                 so this is the item that takes the remaining height. Without
                 it the `height: 100%` on the line below resolves against auto
                 and does nothing, which left the comment above it specifying
                 a rule that could not work.

FALSE REPORTS, and the checker was wrong rather than the code:

`.pane.empty` and `td.num` are base rules for the element that carries those
classes — the check read any compound with more than a lone class as a
modifier. It now records a compound's whole class SET and clears an element
carrying all of them, which is exact: recording the classes individually would
have cleared `.pane` everywhere on the strength of a rule that only applies
alongside `.empty`. Four reports gone, and a check with false reports is one
that gets skimmed.

BARE ON PURPOSE — .rb, .topic-group, .new-topic, .sub-list, .dash-head, and
both .detail-row rows. Each namespaces descendant rules and assumes nothing
about layout, which is the tell that separates them from a deleted base. All
seven now carry a comment saying so, so the next reader doesn't re-litigate
them and a NEW entry in the report means something actually changed.

Also recorded in the script: it cannot see a class with no rule anywhere, since
that is indistinguishable from a semantic-only hook. `.systems-list` was found
by reading the file beside a class that WAS half-styled.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 09:26:35 -04:00
bvandeusenandClaude Opus 5 46271ccaa7 fix(project): the goal field is a textarea, not a one-line input
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A project goal is a paragraph in practice. This one rendered as "Maintain
Scribe as the reliabl" with no way to read the rest but arrowing through it,
in a sidebar with room to spare. Description gets two more rows for the same
reason.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 08:42:58 -04:00
bvandeusenandClaude Opus 5 6ac821178f fix(design): declare --tp-fill so the token check can see it
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The swatch set it inline only, and a custom property that exists nowhere in a
stylesheet is exactly what check_design_tokens reports as unresolvable — it was
right, and it caught this on the commit that introduced it.

Declaring it on .tp-swatch is the real fix rather than a silencer: a token that
resolves to nothing now renders as bare checks instead of an invalid gradient,
which is what the inline value would produce when empty.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 08:41:24 -04:00
bvandeusenandClaude Opus 5 4a9744172f fix(ui): restore four base rules a CSS sweep deleted, and check for the rest
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Operator reported four things looking wrong. Two were the same bug, and it is
not a design drift — it is deleted CSS.

Removing a rule from a scoped stylesheet leaves its modifiers behind. The
selector still exists, so nothing reads as unused, and the element renders with
no base styling at all:

  .btn-workspace      base gone, :hover survived — the Workspace link rendered
                      as raw browser blue, underlined
  .milestone-header   base gone, .clickable and :hover survived. Every child is
                      written for a flex ROW (.ms-name { flex: 1 }, the progress
                      track, .ms-pct), so without the parent they stacked and a
                      one-line milestone became five. That is the "projects
                      section uses space poorly" — a deletion, not a redesign.
  .milestone-group    no rule at all; the card around each milestone
  .ds-header          only its h1 descendant survived

vue-tsc cannot see any of it. A dead style typechecks perfectly.

scripts/check_dangling_styles.py finds the shape: an element whose every static
class has no base rule anywhere, while at least one carries modifier rules. It
reports 11 more. Reported and not gated, because a genuinely bare wrapper is
legitimate — the signal is the count growing. Runs in the lint lane, stdlib
only, and knows no class name or convention (rule #115).

Also from the same report:

- The header pill bar was `position: absolute; left: 50%`, so it did not
  participate in layout: out of room, it OVERLAPPED the brand and the utility
  cluster instead of pushing them. A sixth link reached that at ~1270px, an
  ordinary window. Now `1fr auto 1fr` — a 1fr track has an auto minimum, so
  neither side can be squeezed under its content and the two stay equal, which
  is what keeps the bar centred in the viewport rather than in the leftover
  space. Overflow becomes the header growing, not two things sharing pixels.

- The token preview put its checkerboard on the whole specimen stage, so every
  swatch sat in a frame of checks and the pattern read as the loudest thing on
  the page. The checks now sit UNDER the colour as a second background layer:
  an opaque value hides them, a 15% tint shows exactly as much as it should.
  Text-bearing specimens lose the box entirely, and name/value/purpose are one
  line each with the full text on hover — they wrapped freely before, so a card
  was two lines tall or five depending on how long its color-mix() happened to
  be, and the grid had no rhythm.

- .btn-cta joins the shared button family: the gradient-and-glow brand moment
  the system carries tokens for, which had been living in one view's scoped
  block. That is what made it deletable. The header actions are now one size
  and one family instead of four sizes and two.

- The shared button shape gained inline-flex + gap, so a button carrying an
  icon centres it without each caller rebuilding the row.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-05 08:40:41 -04:00
bvandeusen d8dd017994 Design surface: starter roles, theme literals, and the view that could only inspect itself (#97)
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2026-08-04 11:02:42 -04:00
bvandeusenandClaude Opus 5 8087ba4db0 feat(design): a project reports drift in its own recorded components
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The check has taken a project id since it was written — check_snippets_against_
system(user_id, design_system_id, project_id=0), and the route has always read
?project_id=. Nothing on the frontend ever passed one and no project-side
surface existed, so the capability shipped and stayed unreachable.

A Design tab on the project, beside Systems and Rules, reporting three things
per snippet:

  no such token     var(--x) the system doesn't declare. Renders as NOTHING —
                    no error, no failing test, just an element quietly unstyled.
                    Leads for that reason.
  defines its own   a component minting a custom property instead of reaching
                    for the shared one. This is the DRY finding and the reason
                    the surface exists: the codebase re-solving a solved
                    problem, one component at a time, visible only when someone
                    changes the shared value and half the components don't move.
  write the token   a literal the sheet says to stop writing, paired with what
                    to write instead.

Three empty states, kept distinct, because collapsing them is how a check comes
to sit dead: no design system bound, no snippets recorded (nothing was
checked), and checked-and-clean. The last one says how many were checked.

Bound to the SAVED pointer rather than the sidebar picker's draft, so an
unsaved change can't make the tab report against a system the project isn't
using.

Scope is recorded code, per the operator: snippets are what Scribe holds, and a
repository's own sources are checked where they live, by that project's CI.

Step 3 of milestone #274.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-04 10:41:49 -04:00
bvandeusenandClaude Opus 5 7b0984579d feat(design): preview any design system, resolved from the record
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The record view listed values as text and drew a swatch only where the value
looked like a colour. Two problems, one cause: a derived value such as
color-mix(in srgb, var(--accent) 15%, transparent) was drawn by resolving
--accent against THIS app, so previewing another project's system showed
Scribe's palette. It looked right, which is why nobody noticed.

TokenPreview draws the system from its own record. Every value is resolved on
an offscreen probe carrying only that system's declarations, so a system whose
app this browser has never loaded renders in its own colours — which is the
difference between a tool and a mirror.

Specimens are chosen by value SHAPE, never by name: colours become swatches,
lengths become rules drawn to scale, gradients and shadows get a surface, font
stacks are set in themselves. Nothing matches --fs-space-* or any other
convention, because the convention belongs to the install (rule #115) — a
system that calls its spacing --gap-N gets the same treatment. Translucent
values sit on a checkerboard, or a 15% tint over a solid card reads as opaque
and shows the wrong colour.

Modes come from the system, not from the app: a system declaring base and
light offers both, independent of the theme this page is in.

The provenance list keeps its swatches only for self-contained colours — the
ones needing no resolution, which it can therefore draw honestly. Everything
with a var() inside is left to the preview built for it.

Step 2 of milestone #274.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-04 10:39:45 -04:00
bvandeusenandClaude Opus 5 dcd4efcea0 refactor(design): retire /design — a surface that could only inspect itself
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The design surface is for the projects an install tracks. /design read the
running app's own stylesheet — names out of a bundled theme.css, values out of
getComputedStyle(document.documentElement) — so it could only ever describe the
instance serving the page. Scribe is one project among the projects Scribe
tracks; it gets no view hardcoded into every install.

The mechanism that makes this a tool rather than a mirror already existed and
already covers Scribe: scripts/check_design_tokens.py runs in CI against a
sheet path it knows nothing about, using check_code_against_tokens — the same
engine behind check_snippets_against_system. /design was redundant even here.

Removed: DesignView, DesignTabs (nothing left to tab between), api/design.ts,
routes/design.py and its blueprint, the /design route, ui_design_system() and
its setting, and the Settings picker that designated "this app's UI".

utils/designTokens.ts and utils/designDrift.ts go with it — between them they
were the browser-reading half. What survives is utils/designValues.ts, which
works on a record rather than a document: valueForMode, modesPresent, and
resolveDeclared.

resolveDeclared gained real isolation in the move. Custom properties inherit
and `all: initial` does not reset them, so a probe sitting in this page would
resolve any reference a record leaves undeclared against the SURROUNDING app's
tokens — previewing another project's system would quietly borrow this one's
palette wherever that system was incomplete, and a token already reported under
unknown_refs would render as though it were fine. Undeclared references are now
blanked on the probe first, so they resolve to nothing, which is what the record
says they are.

Migration 0075 absorbs ui_design_system_id alongside design_rulebook_id rather
than an 0076 undoing it: 0075 has not run anywhere, since dev is unmerged and
deploys come from main. Both keys named a design source for the running
install, and a project already carries its own pointer.

This retires the agreement panel shipped yesterday. It asked whether the sheet
was actually loaded and applied — the one question a record cannot answer about
itself — but only ever about the app you are already inside. Nothing replaces
it; recorded in #2430 rather than quietly dropped.

Step 1 of milestone #274.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-04 10:35:52 -04:00
bvandeusenandClaude Opus 5 4d2be27935 feat(nav): Design is primary navigation, not a utility icon
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It sat in the right-hand icon cluster with Trash and Settings, filed as a
meta-surface. That was true when /design was a read-only gallery and false
since: a design system is a record you author, with its own table, inheritance,
sharing under the same ACL, and MCP tools. It is the content of the
applications being built, which is the same rule that puts Snippets and
Rulebooks in the bar.

The pill bar is absolutely centred, so a sixth link doesn't push the brand and
the utility cluster aside — it overlaps them. Added a 1150px breakpoint that
drops the wordmark (the logo says the same thing and is still the link home)
and tightens the link padding, rather than leaving Design out of the bar to
avoid the collision.

Mobile menu moves Design above the divider with the other content links, so
both layouts sort it the same way.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-04 08:26:43 -04:00
bvandeusenandClaude Opus 5 5b824c1626 feat(design): the panel now asks whether the app agrees with its own sheet
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Retiring rulebook #2 left the /design drift panel with no data source, and
because its empty state was well-written the feature read as working while it
could only ever render "nothing designated" (#2419). The original question is
genuinely gone: theme.css is generated from design system 2, so checking the
system against a sheet derived from it would be a tautology.

The question that survives is the one no server can answer. A generated sheet
still has to be LOADED and APPLIED, and nothing checked that it was:

  absent      the record declares a token the app doesn't have — the sheet was
              never regenerated after the record changed, or never loaded
  differs     the app has it with another value — a stale sheet, or a later
              rule that overrode it
  unrecorded  the app declares a token in the record's own family that the
              record has never heard of

Both sides go through the same engine so the comparison is honest: declared
values are set on an offscreen probe and read back, which performs the same
var() substitution the browser already did to the live values. Comparing raw
strings would mark every derived token as drift.

The designation moved with the feature — design_rulebook_id becomes
ui_design_system_id, with a migration deleting the retired key rather than
leaving an inert row. The prose extractor it fed goes too (#2288 said its
runtime role ended when the import landed).

Three orphans of the same shape, found alongside and fixed here:

- darkOverriddenNames hardcoded [data-theme="dark"]. The sheet went dark-first
  months ago, so it matched nothing and the "mode-aware" flag silently left the
  gallery. Now matches the SHAPE of a mode selector, which also holds for an
  install whose modes aren't light and dark.
- groupFor's prefix table never heard of --fs-, so 110 tokens sat under
  "other". Groups now come from the record where there is one; the table can
  only know families that shipped with the product (rule #115).
- The type scale was a hand-written table of nine sizes marked "no token",
  true when written and false since the scale was recorded. Now rendered from
  whatever size tokens the sheet declares, so it can't go stale twice.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 20:50:03 -04:00
bvandeusenandClaude Opus 5 841506b10c feat(plugin): every session says which plugin version is executing
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Twice a shipped fix failed to reach a live install, and both times the only
detector was the operator saying "I don't think it updated" (#2198, #2209).

The reason it is hard to see: an install has two halves and only one
self-updates. The marketplace clone pulls on its own; the CACHE is what
executes and refreshes only when the manifest version changes. So inspecting
the clone shows the fix present while the broken copy keeps running — the
obvious debugging move actively misleads.

The SessionStart context now names the version it is running. That makes "what
is actually executing?" answerable from the transcript rather than by
archaeology in the cache directory.

DELIBERATELY SMALLER THAN THE ISSUE PROPOSED. #2220 recommended reporting the
version to the server, storing last-seen per user, and surfacing it in
Settings. That is three surfaces and a migration to answer a question the
session can answer about itself. Per the operator's framing on #2338 — "I'm
afraid of building another integration between two more surfaces, you being
able to notice is enough" — the visibility is the deliverable, not the
plumbing.

It also lands the issue's own caveat, which the server-side design could not:
the state most needing diagnosis is the one where credentials never arrive,
and there the dynamic tier does not run at all. This marker is keyless and
networkless, so it still appears — verified against both the unconfigured and
unreachable-instance paths.

CI pins it, asserting WITHOUT credentials for the same reason. Manifest 0.1.22
-> 0.1.23, because a shipped hook changed and an unbumped manifest is precisely
the failure this commit is about.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:57:33 -04:00
bvandeusenandClaude Opus 5 c34454b840 refactor(theme): the accent was hand-written 16 times — now derived
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`rgba(91, 74, 138, …)` is Scribe's accent in decimal. It appears sixteen times
across five files at ten different opacities, plus once as #5B4A8A. Change the
accent in the design system and none of them would have moved — which is the
precise failure the token system exists to prevent, hiding in a notation that
does not look like a colour constant.

Now `color-mix(in srgb, var(--color-primary) N%, transparent)`, so every one
follows the accent. The design system already uses this form for its own tints
(--fs-accent-soft, -faint, -wash), so this is the established idiom rather than
a new one.

The CI literal count barely moves (45 -> 44) because its regex matches #hex and
fifteen of these were rgba(). Worth stating plainly: **the count was never the
goal, and the check is blind to this whole class.** An rgba triple is a colour
literal in every sense that matters and the report does not see it.

Not touched: the badge palette in KnowledgeView (#7A6DA8, #fbbf24, #818cf8 for
note/task/plan) and the remaining greys. Those are genuine unmade decisions —
what colour IS a plan badge — not drift, and inventing tokens for them would be
deciding by implementation.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:53:54 -04:00
bvandeusenandClaude Opus 5 bd60d679d9 refactor(theme): remove 184 var() fallbacks — every one was unreachable
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#2277 counted ~150 "raw colour literals bypassing the tokens". Measuring them
told a different story: 184 sat in `var(--token, #fallback)` position, and a
check against theme.css shows every one of those tokens IS declared. So the
fallbacks could not render. Not drift — vestigial.

They were also not this palette. The most common were Tailwind and Flat-UI
defaults — #6366f1 indigo, #22c55e green, #f59e0b amber, #3b82f6 blue,
#e74c3c and #27ae60 — a second, unsanctioned colour scheme sitting in the
codebase looking like the app's colours to anyone reading it.

Removing them is not tidying. #2319's lesson is that a fallback is WORSE than a
missing token: a missing token renders as nothing and someone eventually
notices, while a fallback renders something plausible forever. These 184 were
one token rename away from silently repainting the app in Tailwind. The design
token check would catch the rename — but the fallback is precisely the thing
that would make it invisible if the check were ever bypassed.

Literal count 152 -> 45, which matters beyond the number: a report that is
mostly unreachable noise is one people stop reading, and then it stops working
while still passing. What remains should be genuinely worth looking at.

Done with a paren-aware transform, not a regex — `var(--x, rgba(0,0,0,.5))`
nests parens and `[^)]+` would cut at the first one and leave `))` behind.
Verified after: every changed line is a fallback strip and nothing else, and
every var() reference still resolves.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:52:04 -04:00
bvandeusenandClaude Opus 5 174ec8af46 feat(design): the starter-role checklist, in the creation UI
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Rule #27 — the backend half shipped without a surface an operator can touch,
so this is the other half of #2349.

StarterRolePicker is a component rather than inline markup because
DesignSystemsView has TWO creation forms: the empty state is a sibling branch
of the body, not a parent, so a form written into one is unreachable from the
other. Inlining the checklist would have made it the next thing in this
codebase defined twice and free to drift — which is what the button migration
spent nine commits undoing.

What it offers is names and purposes, never values. "Named now, valued later":
a role you haven't filled shows as to-be-decided, while a role that doesn't
exist is what gets written as a literal instead. Every group unchecks
individually, and the prefix is editable because `--fs-` is one family's
convention, not the product's.

Three deliberate details:

- All groups checked by DEFAULT, and that default lives in the UI, not the
  service. create_design_system treats None and [] alike (seed nothing) so it
  can never write 40 rows into a system whose caller never asked; a UI default
  is visible and reversible before the click. Different layers, different
  safe answers.
- A failed catalogue fetch is NOT fatal and does not read as an error. Starter
  roles are an accelerator, not a prerequisite — the form still creates, and
  the operator adds tokens by hand.
- The refs are not cleared after a successful create. The picker owns them and
  re-seeds on mount; resetting here would race that and silently create the
  next system with no roles.

props + defineEmits rather than defineModel, matching TagInput and the rest of
components/. defineModel is available (Vue 3.5) and would be shorter, but being
the only file in the codebase using a different binding idiom costs more than
the lines it saves.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:45:48 -04:00
bvandeusenandClaude Opus 5 4852b0d3df test(design): add the starter-roles endpoint to the URL enumeration
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CI caught it: tests/test_routes_design_systems.py enumerates every routed rule,
and I added a handler without adding its rule. The guard doing exactly what its
docstring says it is for.

Two enumerations govern this blueprint and I had only extended one — the
parity list (handlers exist on both surfaces) but not the URL list (handlers
are actually routed). They catch different failures, which is why both exist.

Noted in place: /api/design-systems/starter-roles is a static segment sharing a
prefix with /api/design-systems/<int:design_system_id>. That pairing is where a
silently-shadowed route hides, so it is worth being explicit that the int
converter cannot match "starter-roles" — verified rather than assumed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:42:11 -04:00
bvandeusenandClaude Opus 5 22f907c44d feat(design): offer starter token ROLES at creation, never values
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A literal gets written into a stylesheet when there is no role to reach for.
This codebase demonstrated it: the house style had no "text on a filled colour"
role, so 76 call sites wrote a pure-white literal — not out of defiance, but
because nothing existed to write instead. The correction was not a better ban
list; it was declaring the missing role (#2275, #2349).

So the useful moment is creation. A system whose roles are named on day one
never presents the occasion.

Ten groups, ~40 roles: surface, text, action, semantic, border, accent, radius,
space, motion, state. Operator's call was one flat list, every group
individually skippable — presets keyed to app shape (web / CLI / docs) were
rejected because they need the product to hold opinions about app categories,
and a wrong category is worse than a list someone prunes once.

TWO BOUNDARIES THIS HAS TO HOLD, both rule #115:

- The ROLES ship; the VALUES never do. Every seeded token has an empty
  value_by_mode, so a fresh system is a set of named, deliberately-unanswered
  questions. A test asserts no hex appears anywhere in the module — not just
  that tokens are blank, but that no palette hides in a comment waiting to be
  pasted in.
- The PREFIX is the install's. `--fs-` is FabledSword's convention, not the
  product's; the default is a neutral `--ds-` and callers pass their own.

Valueless roles are already legible downstream — render_stylesheet emits them
as commented-out declarations and stylesheet_for_system reports them under
`valueless` (#2299) — so "declared but undecided" reads correctly with nothing
new built.

Both surfaces, per rule #33: MCP gains starter_role_groups/token_prefix plus
list_starter_role_groups(); REST gains the same on POST plus
GET /api/design-systems/starter-roles. The parity enumeration is extended
rather than loosened.

Note create_design_system treats None and [] alike (seed nothing), while
starter_tokens treats None as "all". Deliberate: creation must never write 40
rows into a system whose caller never asked, and the everything-checked default
belongs in the UI where the operator can see it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-03 11:37:20 -04:00
bvandeusen fefae606ed Fix the projects-page pool exhaustion, and cap milestone bars at 10 (#95)
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2026-08-02 19:43:00 -04:00
bvandeusenandClaude Opus 5 5795fa908a feat(projects): cap milestone bars at 10, open work first
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Roundtable's card rendered ~35 milestone bars and ran several viewport-heights
tall, so one tile dwarfed the grid and stopped being scannable — which is the
whole job of a card (#2391).

Now 10 bars, ordered OPEN WORK FIRST and newest first within each group, with
"+25 more milestones" beneath.

Ordering by recency alone would have been wrong, and the operator's call was to
lead with open work: a long-running project's oldest milestones are usually its
finished ones, so the ten most recent could easily have been ten completed bars
while the three in flight were the ones hidden. A card answers "what is
happening", not "what happened".

Three details that are the actual work:

- The palette index is captured from the FULL list before slicing. Colour keyed
  to visible position would have recoloured every bar on the card each time a
  milestone closed or was added.
- Computed once per load into a Map rather than called from the template. A
  helper invoked inside v-for re-runs on every render, and this one sorts.
- The overflow notice is plain text, not a link. The whole card already
  navigates to the project, and a link nested inside a clickable region is a
  trap for keyboard and screen-reader users.

Saying the count matters more than the cap: a list that simply stops reads as a
rendering bug, while a count reads as a summary.

Payload is unchanged — the API still returns every milestone. Capping
server-side would also need the total to travel with it, or the "+N" has
nothing to count from; not worth it while the response is two queries (#2384).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-02 19:38:48 -04:00
bvandeusenandClaude Opus 5 be3a0ffaf9 fix(projects): batch the summary queries — the fan-out was exhausting the pool
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Reported live: Projects and Snippets showed skeletons that never resolved,
/knowledge worked intermittently. The logs named it exactly:

    QueuePool limit of size 5 overflow 10 reached, connection timed out, 30.00
    GET /api/settings  500  30584.0ms
    GET /api/projects  200  30882.9ms

/api/projects was not hanging — it was waiting out the 30-second checkout
timeout and then returning 200 with summaries silently missing, because
_attach swallowed the TimeoutError. Nobody waits 31 seconds, so it read as a
hang.

THE SHAPE: routes/projects.py ran asyncio.gather over every project. Each
_attach called get_project_summary, which opened its own session for three
queries and then called get_project_milestone_summary — which opened one more
session PER MILESTONE. So 25 projects asked for roughly 250 concurrent
checkouts against a pool of 15 (SQLAlchemy's default 5 + 10 overflow).

That is why unrelated routes failed too. Snippets and /knowledge were never
broken; they queued behind the burst and inherited its timeout. /api/settings
returning 500 while /api/projects returned 200 is the same cause wearing two
faces.

The comment above the gather said "one backend pass instead of N+1 frontend
calls". It did remove the N+1 from the network — and recreated it against the
connection pool, where it is worse, because the browser had at least been
serialising those calls.

Now: get_project_summaries() does all projects in four queries and one session,
and get_project_milestone_summaries() does all milestones in two. Two sessions
total for the whole page, independent of how many projects exist.

The progress calculation is extracted to _progress_from_counts and shared by
both the batch and single paths, so the cancelled-exclusion rule cannot drift
into two versions that disagree about whether a milestone is finished.

Tests assert the SESSION COUNT, not just the values. An implementation that
returned identical output while opening a session per project would pass a
correctness test and reproduce the outage.

Deliberately NOT done: raising pool_size. It would move the cliff rather than
remove it, and this endpoint now needs two connections regardless of scale.

Closes #2384.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-02 19:09:36 -04:00
bvandeusen da6bb815bb Buttons: one definition, aligned to the design system — plus local prior-art recall (#94)
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2026-08-02 18:50:04 -04:00
bvandeusenandClaude Opus 5 5f8b824523 refactor(ui): the remaining views migrate; 2 dead classes, 2 off-palette hovers
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Twelve more files onto the shared buttons. What the pass turned up:

DEAD, verified not merely unnamed:
- .btn-reconsolidate (TaskEditorView). A comment eleven hundred lines up in the
  same file says the feature was removed in Phase 8. The CSS outlived it.
- .btn-remove-slot (SettingsView), style rules only, no template anywhere.

OFF-PALETTE, the #2319 shape: TrashView's restore and purge hovers used
`var(--color-primary, #6366f1)` and `var(--color-danger, #ef4444)` — Tailwind
indigo and Tailwind red, from no palette in this system. The fallback is what
renders if the token is ever absent, and it renders something plausible
forever. Now the action and destructive colours, no fallback.

A REAL BREAKAGE MY OWN CHECK COULD NOT SEE, worth recording. Deleting a rule
whose selector was part of a comma-separated group left the leading selectors
behind:

    .btn-log-edit,
    <nothing>
    .log-textarea { … }

which silently swallows the next rule. Brace counting passed — there are no
braces in a dangling fragment. Found by scanning for selector lines ending in
`,` not followed by another selector; three instances across two files, one of
them interleaved with comments so the first sweep missed it. The sweep is now
part of the verification, not a one-off.

Kept bespoke, deliberately: .btn-pin/.btn-unpin (pill-shaped history badges),
.btn-add-share and .btn-new-note (gradient CTAs — brand moments, which the
house style does sanction), .btn-icon/.btn-bell (icon buttons, a different
component), .btn-add-system/.btn-add-milestone (dashed "add" affordances).
These are not drift; they are other things wearing a btn- prefix.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:53:13 -04:00
bvandeusenandClaude Opus 5 3fc693443e refactor(ui): the settings family migrates; two colour bugs and a dead class
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SettingsView and UserManagementView had near-identical button vocabularies —
btn-delete, btn-cancel-delete, btn-confirm-delete, btn-toggle/-open/-close —
defined separately in each. Parallel duplication (#2278's shape), and it had
already diverged twice:

- .btn-confirm-delete used --color-danger in UserManagement and
  --color-action-destructive in Settings. Those are different colours on
  purpose: the house style keeps error (something went wrong) distinct from
  destructive (something is about to). A delete confirmation is destructive.
  UserManagement was showing the error colour for a button nothing had failed
  in yet.

- .btn-remove-slot's hover reached for --color-danger for the same reason, and
  is the same correction. It turned out to be dead anyway — style rules only,
  no template reference anywhere in the app — so it is gone.

.btn-danger-outline was defined TWICE inside SettingsView, at 0.4rem 0.9rem and
0.45rem 1rem. One file, one class, two geometries, ~1200 lines apart. That is
the clearest single argument for this whole task that I have found: the drift
does not need two files, only enough distance that nobody sees both at once.

The registration toggle keeps .btn-toggle-close, and only that. It is bound
dynamically (:class="registrationOpen ? … : …"), so a name-based scan reads it
as unused — checked before deleting. .btn-toggle-open went, because btn-primary
now says the same thing; the close state stays because it must NOT read as the
primary action it sits on.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:48:35 -04:00
bvandeusenandClaude Opus 5 3d6931b838 refactor(ui): editor-shared buttons alias onto the variants; 3 dead classes go
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editor-shared.css defined thirteen button rules with hand-written geometry.
Ten are now thin aliases onto the shared variants — same class names, because
these are used across six views and pointing a name somewhere is cheaper than
rewriting every call site (the .btn-small precedent).

Three were DEAD: .btn-assist-toggle, .btn-close-assist and .btn-toggle-view had
no template reference and no dynamic binding anywhere in the app. Verified
before deleting rather than assumed from the name — a class with no user is
indistinguishable from one bound dynamically until you look.

Named honestly in the file: CSS has no @extend, so each alias carries the
variant's declarations rather than inheriting them. That is duplication this
migration cannot remove. But it is duplication of a REFERENCE — var(--color-
action-primary) — not of a value, so a palette change still moves everything at
once, which is the property that actually mattered.

Also gone: eight hardcoded geometries (0.4rem 1rem, 0.85rem, and so on) that
now come from --fs-space and --fs-size tokens.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:46:01 -04:00
bvandeusenandClaude Opus 5 c7cf07824a refactor(ui): the two workspace panels migrate onto the shared buttons
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Eighteen bespoke button rules across the two densest components, replaced by
composition in the template. Net -279 lines.

These files are where the size taxonomy earns itself: almost every button here
is an inline affordance — a dismiss ×, a confirm tick, an add-chip — sitting
inside a card or a line of text. Forcing them to the standard 8/16px would have
broken the layouts, which is why the previous commit measured the clusters
before assuming a button is a button.

What the migration left behind is the useful signal. Each residual rule is now
one line stating only what the shared classes genuinely cannot:

  .btn-add            { font-size: 1rem; }      a '+' glyph, not a label
  .btn-search-clear   { padding: 0; flex-shrink: 0; }   sits in the field
  .btn-suggest-tags   { flex-shrink: 0; align-self: center; }
  .btn-delete-task    { margin-left: 0.25rem; }

Four residuals were deleted rather than kept, because the shared sheet already
said the same thing: a disabled opacity, two hover colours, and a danger-outline
hover fill. Keeping them would have recreated the drift in miniature.

Two accent hovers went with them. .btn-suggest-tags tinted its border and label
with the accent on hover, which is the same house-style violation corrected in
f491b6d — it survived that pass because it was a hover, not a fill.

.btn-tag-suggestion and .btn-chip-link stay bespoke, deliberately. They are
tag-shaped rather than button-shaped, and the house style does put the accent on
tags — so they are not drift, they are a different component wearing a btn-
prefix.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:44:21 -04:00
bvandeusenandClaude Opus 5 67fdf7c55b refactor(ui): auth views migrate onto the shared buttons; two variants added
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The five auth views each defined .btn-submit identically — full-width, filled,
0.6rem — and LoginView additionally defined .btn-oauth. Those rules are now
gone entirely rather than tokenised: the template composes `btn-primary
btn-block` and `btn-ghost btn-block`, and there is nothing left per-file to
drift.

That is the difference between this and the earlier chunks. Consolidating the
core four moved geometry into one place but left every semantic name defining
its own; this removes the definition.

Two variants added, both earned rather than invented:

- .btn-text — no fill, no border. The most common shape in the dense surfaces
  (dismiss, cancel-beside-confirm, clear-search) where a border would draw a
  box around something that should read as an action on the adjacent text.
  Distinct from ghost, which IS a box.
- .btn-danger-outline — already existed independently in three views before
  this sheet, which is what makes it a variant and not a one-off. It is what a
  delete looks like when it must not shout.

.btn-block composes with a variant rather than being one, because width is
orthogonal to appearance.

Also corrected the sheet's own header, which claimed "no template changes" —
true when it was written, false as of this commit. It now states the actual
model: a button is variant + size, composed in the template. Semantic per-view
names are named as the thing that drifted, and why: a name says what a button
is FOR and nothing about what it should look like, so two buttons doing the
same job in two views had no reason to match, and didn't.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:42:14 -04:00
bvandeusenandClaude Opus 5 37616682f0 feat(ui): three button sizes, because the app has three kinds of button
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Measured before deciding: across the ~100 bespoke button rules, vertical
padding does not spread — it clusters. ~27 at 0.4–0.45rem, ~28 at 0.25–0.3rem,
~23 at 0.1–0.15rem. Those are three different components that happen to share a
name prefix: a page action, a row action, and an affordance that lives inside a
card.

Collapsing them to the single size the shared sheet had would have visibly
broken every card layout, which is why the one-off migration stopped here for a
decision rather than proceeding on the assumption that a button is a button.

  default        8px 16px   page action — what the house style specifies
  .btn-compact   4px 12px   toolbar, table row, list item controls
  .btn-inline    2px 4px    dismiss ×, confirm tick, add-chip

.btn-small and .btn-sm already sat at the compact step, so they are kept as
aliases for it — no template churn, and the two spellings stop being a third
thing that might drift.

.btn-inline is deliberately below the spacing scale's first step on the
vertical axis: 4px of padding on an 11px label already exceeds the line box
these sit in. Stated in the file so it reads as a measured exception rather
than someone ignoring the scale.

DesignView renders all three as real specimens. A size scale described in prose
is one nobody can check; rendered from the actual classes, it cannot claim
something the app does not do.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:21:44 -04:00
bvandeusenandClaude Opus 5 97b93bcaea refactor(ui): buttons stop using weights the system doesn't have
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Eleven buttons set font-weight 600. The house style permits exactly two
weights, 400 and 500, and says so explicitly — 600 and 700 are not part of the
system. Every auth Submit, plus Invite, Toggle, Confirm-delete, Add-share,
the OAuth button and the assist Reject.

Now var(--fs-weight-medium), which is 500. Buttons get very slightly lighter.

Small on its own, but it is the third kind of drift the same five auth views
have now produced: geometry that differed per file, an accent fill the style
forbids, and a weight the system does not define. None of the three was a
deliberate choice — each is what happens when a button is written by copying
the nearest existing one.

Weight declarations only. No geometry, no colour, no templates.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:19:16 -04:00
bvandeusenandClaude Opus 5 f491b6d7b9 refactor(ui): action buttons stop wearing the accent
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21 buttons filled with --color-primary, which resolves to Scribe's violet
accent: every auth Submit (Login, Register, Invite, Forgot, Reset), plus
Invite, Add, Confirm, Restore, Generate, Log-save, Subtask-confirm,
Toggle-open, the modal primary, the version-restore, the inline-assist button,
the milestone-plan actions, the task-advance hover, and both empty-state CTAs.

The house style is explicit that the accent never appears on an action button:
action colours are universal across the family precisely so a Save button looks
identical in every app, while the accent carries identity. Doing both makes the
accent mean two things and neither clearly.

Operator's call, and the reasoning is worth keeping: the violet-on-Scribe-
actions treatment was a deliberate early choice to give the web UI its own
personality, made when much more of the app was user-facing. That is no longer
true, so consistency is now worth more than the distinction it was buying.

Found in two passes, which is the part worth noting. The first scan looked for
`.btn-*` and found 13. Seven more were the same thing under different names —
.modal-btn-primary, .vh-btn-restore, .inline-assist-btn, .empty-action,
.task-advance-btn — plus .ms-plan-actions .btn-primary, a compound override
flagged in the previous commit. Searching by naming convention finds what was
named consistently, which is never the whole set.

Deliberately NOT changed: progress-bar fills, active tab / page / selection
states, tag-pill hover, the duration badge, the skip link, the assist pulse.
Those are identity and active-state, which is exactly where the accent belongs.
After this the accent appears only there, which is what makes it read as
identity rather than as decoration.

Colour swaps only — 25 lines changed, no geometry, no structure, no templates.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 22:13:58 -04:00
bvandeusenandClaude Opus 5 1a959b1db0 refactor(ui): one button definition, aligned to the design system
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`.btn-primary` was defined five times in five scoped stylesheets and all five
had drifted: three paddings, three font sizes, three disabled opacities — and
ProjectListView had no disabled style at all, so a disabled button there looked
enabled. Nothing detected any of it. A scoped duplicate is not a rule
violation, not a broken reference, and not a recorded snippet, so no existing
check could see it (#2273).

assets/components.css is now the single definition of the core four —
primary, secondary, ghost, danger — plus the small modifier, in design-system
tokens throughout. Operator's call to align to the system rather than to the
majority of current values, so buttons move to the 8px radius and 12px label
the system specifies, from the app's 4px/14.4px.

Class names are unchanged, so there are no template edits: the existing surface
is repurposed, not rebuilt.

STAGING PROPERTY that makes this safe to land ahead of the rest: a Vue
`<style scoped>` rule compiles to `.btn-primary[data-v-…]` (specificity 0,2,0)
and beats a plain global selector (0,1,0). So the shared sheet changes nothing
for a view still carrying its own copy, and every intermediate state of the
remaining migration is coherent rather than half-applied.

Two divergences corrected on the way, both worth naming:

- SnippetEditorView's `.btn-secondary` was a GHOST in disguise — outline
  styling under the secondary name, while the house style says secondary is
  filled bronze. It now looks like what it is called.
- SnippetDetailView and SnippetListView tinted a ghost button's label with the
  ACCENT on hover. The house style reserves the accent for identity and active
  state, never general chrome.

DesignView reported "no shared button exists" as an honest gap and declined to
draw a look-alike. That gap is closed, so it now renders the app's real
classes — the specimens cannot drift from the app without drifting the app.

Net -177 lines. Follows: the ~20 semantic one-offs (.btn-save, .btn-delete,
.btn-toggle …) and the compound overrides in ProjectView, one of which puts the
accent on a primary action button.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-08-01 19:52:35 -04:00
bvandeusenandClaude Opus 5 6d01788326 test(plugin): pin both halves of the local prior-art arm
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CI caught the previous commit: the fail-open contract asserts a hook stays
SILENT with no working instance, and the new local arm deliberately speaks
there. The invariant is right and the hook is right — the smoke event was
wrong. It used `def f`, which this repo really does define, so the hook found
something and "silent" was asserting the wrong thing.

Fixed by asserting the two properties separately:

- SILENT for a symbol that genuinely does not exist.
- SPEAKING, with NO credentials, for one that does. That is the point of the
  arm — the other arms ask Scribe what was RECORDED; this one asks the repo
  what EXISTS, which needs no instance. Were it to start depending on
  configuration it would stop covering the case it was built for, and only
  this assertion would notice.

Second trap, hit while fixing the first: spelling the absent symbol out in full
wrote `def <name>(` into check_plugin.py, so the smoke event DEFINED the very
symbol it claimed was missing, and the hook found it again. The name is now
assembled from fragments so the contiguous string never appears in the source.

scribe_prior_art.sh joins scribe_session_context.sh as a hook that legitimately
produces output without credentials — for the same reason, that it carries
something needing neither network nor config.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:49:10 -04:00
bvandeusenandClaude Opus 5 17d59fa3e0 feat(prior-art): ask the repo, not just the record, before writing a definition
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Scribe has never read a line of the codebase. Every Drafter surface recalls
from the RECORD — things someone deliberately recorded — so a helper nobody
thought to record is invisible to all of them. That is how `.btn-primary` came
to be defined four times, in four scoped stylesheets, already diverged: it was
never a snippet, so no threshold and no query rewrite could ever have surfaced
it (#2280).

The write-path hook already runs on the developer's machine, inside the repo,
holding the code about to be written. It can simply look. No index, no storage,
no staleness story, no server round-trip.

Verified against this repo with Scribe unconfigured:

    .btn-primary is already defined in 4 other file(s):
      DesignSystemsView.vue ProjectListView.vue SettingsView.vue
      SnippetEditorView.vue

Three properties it needs, all checked by hand:

- DEFINITION-shaped patterns only. Grepping bare occurrences would match every
  call site and bury the real finding, and a hint that is mostly noise is one
  people learn to skip — worse than none. A payload containing only calls to
  embed_note() stays silent; one containing `def embed_note` does not.
- The target file is excluded, so editing the file that already defines
  something doesn't report it against itself.
- It runs when Scribe is UNCONFIGURED, and a failed request no longer discards
  it. The remote arms answer "what was recorded"; this one answers "what
  exists", and that question needs no instance to produce an answer. `curl ||
  exit 0` became `curl || true` for the same reason.

Plugin 0.1.21 -> 0.1.22.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:43:58 -04:00
bvandeusen 6a6a388ecd docs: Fabled-Git, not Forgejo, in ci-requirements
The instance has run Gitea since the migration. Prose only — no workflow or
path change. Scribe issue #2272.
2026-07-31 23:42:25 -04:00
bvandeusen 8288c6e4a7 Design-system delivery, the contrast fix, recall scoping, and backup coverage (#93)
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2026-07-31 23:21:25 -04:00
bvandeusenandClaude Opus 5 2cc9e1380e test(backup): assert the version constant, not a copy of it
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The export test pinned `out["version"] == 4`, so bumping BACKUP_VERSION broke a
test that was only ever checking the payload carries the version — which it
still did. Asserts against backup.BACKUP_VERSION now, and covers the six v5
sections alongside the v3 ones.

The guard itself passed on the first run: every table in Base.metadata was
accounted for, in both directions.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:13:16 -04:00
bvandeusenandClaude Opus 5 84541f392b fix(backup): six tables were silently absent, and nothing would catch a seventh
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services/backup.py enumerated its tables as hand-maintained literals with
nothing tying them to the schema. Tables added since that list was last
extended were absent from every backup — no error, no warning, and a restore
that reports success.

Missing: systems, record_systems (0065), note_usage_events (0071),
design_systems, design_tokens (0072), and repo_bindings — which the issue
itself had not spotted, found only by diffing the model tablenames against the
two lists instead of trusting either.

_NOT_INCLUDED was worse than incomplete: it named "embeddings", "invitations"
and "password_resets", none of which are tables. It read as coverage while
naming nothing the schema could confirm. Now real names, plus retrieval_logs —
observational telemetry that grows per query and that nothing reads for
correctness.

THE DELIVERABLE IS THE GUARD, not the six sections. Extending a list fixes
today and changes nothing about the next table; a new one now fails a test
until someone either backs it up or states that it shouldn't be. It checks
both directions — an unaccounted table, and a listed name that no longer
exists, which is what the three phantom entries above would have tripped.

Design systems need ordering care: parent_id is a self-FK. The export orders
parent-first (parent_id NULLS FIRST, then id — a parent always has the smaller
id), so restore resolves each parent from the map as it goes, with no second
pass. A child whose parent is missing lands as a root rather than failing the
whole restore.

Usage events are kept because pull-through is the evidence base for whether
recall works, and it only ever accumulates — a restore that dropped it would
reset that measurement to zero while everything still looked fine.

BACKUP_VERSION 4 -> 5. Every new restore section is data.get()-guarded, so
v2/v3/v4 payloads restore unchanged.

Closes #2293.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:09:25 -04:00
bvandeusenandClaude Opus 5 da2383b079 fix(retrieval): verify the reserved slot's kind instead of trusting the query
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CI caught six failures on f8522fb. Five were fixtures; one was a real
assumption.

THE REAL ONE: _reserve_slot_for_reuse trusted that a query filtered by
note_type could only return reuse kinds. It now checks _record_kind on the way
in. That slot exists FOR snippets and processes — one silently spent on
something else is worse than no slot at all, because the resulting line is
indistinguishable from one that earned its place on score.

THE FIXTURES, all the same shape: MagicMock notes with is_task left to
auto-create. It is truthy, and _record_kind reads task-ness FIRST — so every
mock snippet in three test modules was rendering as "task". Two of those
fixtures already carried a comment explaining this exact hazard about `.data`;
the same reasoning applies to `.is_task` and nobody had needed it until the
menu started naming kinds.

One assertion was genuinely stale rather than broken: test_write_path_trigger
pinned note_type == "snippet", which was the behaviour the widening replaced.
Updated to the new contract, including the task_kind="issue" filter that keeps
the open to-do list out.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 23:01:31 -04:00
bvandeusenandClaude Opus 5 f8522fb28f fix(retrieval): give reuse a slot, and let experience reach the write path
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Two mirror-image scoping mistakes, neither deliberate (#2246).

AUTO-INJECT let every kind compete on raw cosine. That is fatal rather than
merely imperfect here, because Scribe's project records are ABOUT software
work: a task titled "surface snippets before the agent writes code" is a
near-perfect lexical match for "write a function…" while answering none of it.
Measured live, a prompt asking for a helper returned three records about
BUILDING the retrieval system and zero snippets. Snippets are ~0.5% of the
corpus, and the ratio worsens as the project record grows — which is the
direction Scribe is meant to grow, so no threshold tuning fixes it.

Now the best snippet or process takes the LAST slot when none won on score.
Deliberately NOT held to the margin band: that band measures distance from the
top overall score, and the top score is the very thing snippets lose to. It
still must clear the configured threshold, so a weak snippet cannot buy the
slot — silence stays the default. Skipped entirely when reuse already won,
so the fix is invisible in the case it isn't needed.

WRITE-PATH was snippets-only — the same mistake inverted. An issue recording
"we tried this and it deadlocked" could never reach the moment that code was
about to be written, though it is arguably the better prior art: it says what
NOT to do. Widened to snippets plus recorded experience.

That needed a filter the search layer couldn't express. "Experience" is issues
plus dev-logs, which differ on is_task, so neither note_type nor is_task alone
covers it. semantic_search_notes gains task_kind, which restricts TASKS to the
given kinds while leaving non-task notes untouched — so note_type=("snippet",
"note") + task_kind="issue" yields snippets, fixed problems and durable notes,
without the open to-do list. note_type now accepts a sequence too.

Non-snippet hits are labelled with their kind, because an unlabelled issue on
that menu reads as "here is code to reuse", the opposite of what it says.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:56:31 -04:00
bvandeusenandClaude Opus 5 5c51e29f26 fix(embeddings): embed in the service, so every caller gets it (#2056)
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A note or task created through MCP was not semantically searchable until the
next restart's backfill ran. Embedding fired at the five REST route handlers
and nowhere else; the MCP tools call the service directly, so they skipped it.

The shape of this bug is the reason to care: it is invisible on an instance
that redeploys constantly (this one does, per rule 46) and permanent on one
that doesn't. Rule 115 — the product has to stand up for the install that
restarts twice a year, not just for the one that restarts hourly.

Moved to services/notes.embed_note(), called from create_note and update_note,
and deleted from all five routes. Every caller — REST, MCP, recurrence,
snippets — now gets it by construction rather than by remembering.

Two things fall out of having one implementation instead of six:

- It uses note.user_id, the OWNER. The routes were inconsistent: some passed
  the caller's uid, some the owner's. On a shared record the caller's id mints
  a second embedding row that nothing reads.
- services/snippets.py's _embed_snippet existed only because snippets are
  created via MCP and the routes couldn't cover them. Every one of its four
  call sites goes through notes_svc, so the helper and its four calls are gone,
  along with the eight test patches that existed to neutralise it.

RuntimeError (no running loop — unit tests, scripts) and any indexing failure
are both swallowed: a write that succeeded must not be failed by its index.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:46:57 -04:00
bvandeusenandClaude Opus 5 4c9a637507 fix(theme): text on a filled colour needs its own token — the old one inverts
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76 hardcoded `color: #fff` now resolve to --fs-text-on-action, a new token
that is parchment in BOTH modes.

The design system said they should supersede to --fs-text-primary, on the
recorded reasoning that "there is no 'text on action' colour, there is just the
text colour." That is true on dark and wrong on light. --fs-text-primary
inverts to #14171A; the surfaces underneath it do not invert at all — every one
of these 76 sits on an action colour, a semantic colour, the accent, or the CTA
gradient, all of which hold a single value across modes.

Sweeping as recorded would have put obsidian text on moss green: roughly 2.4:1,
against a house style whose stated floor is WCAG AA. It would have looked
correct to me, because I checked it in the mode where it was correct.

--color-accent-fg had the same defect independently and is repointed too.

The token check now reports zero superseded literals, down from 30 files, and
raw colour literals drop 246 -> 169.

Closes #2275.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:40:58 -04:00
bvandeusenandClaude Opus 5 731ca284c3 feat(design-systems): give a design system a way to reach the session
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Storing a design system never made a session aware of one. Rules get pushed
into every session by the SessionStart hook and returned by enter_project; a
design system had neither, so its standards were reachable only by an agent
that already knew to call resolve_design_system — the same silent failure as a
token nobody declares.

That gap was invisible while the operator's visual standards also lived in a
rulebook. Retiring that rulebook (which is what this unblocks) would have
deleted design guidance from every session with nothing to say so.

- services/design_systems.design_context() — the delivery side. Guidance is
  chain-merged ANCESTOR-FIRST: a child system holds only what it CHANGES, so
  its own guidance describes a departure from a house style it never restates,
  and the leaf alone is a fragment. Tokens are summarised (count + group
  names), not listed — a hundred declarations would crowd out the context they
  are meant to inform.
- enter_project returns `design_system`, null when the project has none.
- The SessionStart context gains a Design system block with pointers to the
  values, alongside the always-on rules.
- server.py's entity list gains Design system, including the negative: do NOT
  record one as a rulebook, because a token kept as prose cannot be resolved,
  inherited, rendered or checked.
- The rulebook-tier passage used "a design-system rulebook" as its worked
  example of a subscribed rulebook — it now teaches the opposite, plus a new
  "is this a rule at all?" test pointing at design systems, processes and
  snippets.
- using-scribe gains a section on building UI against the project's system.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 22:10:09 -04:00
bvandeusenandClaude Opus 5 1e139d0d18 chore(plugin): bump to 0.1.21 for the planning-guidance edits
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The two skills changed in 6eedb0f are shipped plugin content, and the
installer compares manifest versions to decide whether to refresh the cache
that actually executes. Without the bump the edits reach the repo and stop
there (#2209) — which is exactly the silent no-op the check exists to catch.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 20:43:01 -04:00
bvandeusenandClaude Opus 5 6eedb0f6b9 fix(instructions): stop mandating a milestone for every non-trivial task
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Four product surfaces told the agent to call start_planning FIRST for any
"non-trivial" work, while a fifth — the milestone bullet four lines up in the
same file — had the criterion right: use one when the work has an arc. The
loudest surface won, so sessions wrapped bug fixes and one-file changes in
milestones that never meant anything.

Mandating one project shape is what rule #115 forbids: some projects are
milestone-shaped, others are a flat task list and always will be.

Now the arc test is stated ONCE in full, in writing-plans, along with what to
do when there is no arc (a task, driven by status and work-logs). The other
surfaces name it and defer:

- writing-plans/SKILL.md gains a "first decide whether this work wants a plan"
  section; its frontmatter trigger is the arc, not "non-trivial"
- using-scribe reflex #4 points at the skill instead of restating it
- server.py's Plan bullet adopts the milestone bullet's own criterion
- server.py's planning paragraph drops from 11 lines to 6: it keeps the claim
  MCP instructions should make (a plan's HOME is a milestone, not a local .md)
  and drops the how, which the skill carries
- start_planning's docstring gains the when

Also removed "call start_planning FIRST — before any brainstorming, design, or
plan-writing skill runs." That was the server asserting priority over the skill
layer. Tools describe what they do; skills decide when they apply.

The structural point outlasts the wording: a surface that restates a rule is a
surface that will eventually contradict it, and nothing checks prose against
prose.

Closes #2322.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-31 20:39:20 -04:00
bvandeusen 378a4b8f99 feat(ci): check the app's own components against the tokens, not just snippets
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Closes the gap the theme.css repoint exposed (#2319, part of #2277).

`check_code_against_tokens` could always answer "does this code use the sheet
correctly?" — it was only ever fed recorded SNIPPETS. The app's own components,
where sixteen unresolvable references were living quietly, were checked by
nothing at all.

That was structural rather than an oversight: the drift panel runs in the browser
and cannot read source files, and the server has no repo access. CI is the only
place holding both the sources and the ability to run the check — and it only
became cheap once theme.css became a generated artifact, so the source of truth
is a committed file with no network and no credentials.

**The sheet now carries its own SUPERSEDES block.** That is what keeps the
checker instance-agnostic (rule #115): it knows nothing about any palette, and
reads both the declarations and the discouraged literals out of whatever
stylesheet it is pointed at. Hardcoding "#fff means use the text token" would
have baked one install's kit into the tool.

Two severities, split on whether the count is already zero:

  FAIL   an unresolvable var() reference — zero today, so this is a ratchet
         holding a line already reached. It cannot false-positive either: the
         name is declared or it is not.
  REPORT superseded literals (32 files) and raw colour literals (246). Gating
         those means a permanently-red job, and a check nobody reads is worse
         than no check.

**Comments are stripped before scanning, and that fired on the first real run.**
A comment explaining why a literal is avoided necessarily contains that literal —
DesignSystemsView's stylesheet documents exactly that about `#fff`, and the
checker reported the explanation as a violation. A checker that flags the
documentation of a rule teaches people to stop documenting rules.

Also narrowed `--fs-weight-medium`'s supersedes to the keywords. `600` and `700`
are real violations of the two-weight rule, but a bare number matches too much to
find by literal scan — `z-index: 600` is not a font weight. That needs a
property-aware check, which is a different tool.

Verified end to end: the generator's output parses back through the checker's
reader, so the two halves cannot drift into disagreeing about the format.
2026-07-31 14:52:06 -04:00
bvandeusen 716f227bc7 theme.css generated from the design system (#92)
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2026-07-31 12:45:06 -04:00
bvandeusen 67a529a38e feat(theme): repoint theme.css at the design system, and find what wasn't captured
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theme.css is now generated from design system 2 (Scribe, inheriting FabledSword)
plus a compatibility alias layer, so the record decides the styling rather than
describing it after the fact.

**Dark is now the base layer.** The kit is dark-mode-first, so `:root` carries
the dark palette and `[data-theme="light"]` overrides it — the inverse of how
this file read before. `useTheme` already sets the attribute explicitly to
"light" or "dark", so the flip needed no JS change. It also closes the one-way
scoping gap #251 recorded: there IS a `[data-theme="light"]` block now, so a
container can add light as well as dark.

**60 dark overrides became 12.** The other 48 were restating relationships the
derivations now express: `--color-bg` follows `--fs-surface-page` because an
alias resolves at use time, so it needs stating once rather than per mode.

## What the audit found, which is the actual deliverable

**12 dead tokens, removed.** Declared in both modes, referenced by nothing:
seven from the removed chat subsystem (bubbles, input bar), plus `--glow-soft`,
`--color-action-ghost-border`, `--radius-pill` and two chat widths. 17% of the
file was styling a feature that no longer exists.

**16 names referenced but NEVER declared** — not by this change, not by the file
before it. Fourteen carried hardcoded fallbacks, so pages rendered and nothing
ever failed, but the fallback was what rendered, every time. Several were off
the palette entirely:

  --color-primary-bg      fell back to rgba(99,102,241,0.15) — an indigo
  --color-destructive     fell back to #b85a4a — not the oxblood
  --color-status-cancelled fell back to #6b7280 — a grey from no palette here
  --color-muted           fell back to #888

All 16 now resolve to real tokens. Expect small visual shifts exactly where a
fallback had drifted; the shift is the fix.

**Two tokens the app needed and never had**: `--fs-status-cancelled` (Scribe has
had a cancelled task status since the lifecycle was built and never had a colour
for it) and `--fs-layout-header` (referenced with a 52px fallback, so 52px was
always the real value — just not one anybody could look up).

## The system grew to cover what the app improvised

Per the operator: the kit wasn't growing with the app, and this is the result.
Recorded as tokens with GAP RECORDED FROM PRACTICE in their rationale — action
hover states, disabled opacity, the modal scrim, both code backgrounds, the
table stripe, the CTA gradient and glows, the accent-deep and accent-wash tints,
and the layout dimensions.

Scribe's own system gained its domain semantics — task status, priority, overdue,
wikilink — all DERIVED from family colours, so twelve rows of duplicated hex
became twelve formulas and zero new values. Priority maps onto the semantic
ladder deliberately: low is info, medium is warning, high is error.

95 tokens resolved, none valueless, 34 derived, no broken references, no cycles.
2026-07-31 12:42:15 -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
bvandeusen d1d335e293 Formulas — derived tokens that follow their source (#91)
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2026-07-31 09:54:10 -04:00
bvandeusen 1fde646c60 feat(design-systems): formulas — derived tokens that follow their source
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Operator: "build in a way to support formulas like this so that the colors shift
as expected and have less to clean up when testing color changes."

The storage needed no change at all, which is the good news. A formula is just a
value:

    --fs-accent-soft: color-mix(in srgb, var(--fs-accent) 15%, transparent)

It passes the value sanitiser untouched (verified, and now pinned by a test —
had `color-mix(... var(...) ...)` been rejected as unsafe, derivation would have
needed a storage shape of its own), and the browser resolves the `var()` at use
time. Change `--fs-accent` and everything derived from it shifts.

**One declaration covers every mode**, and that is the "less to clean up" part.
A derived token written once in the base layer follows its source through dark
mode automatically, because `var()` resolves where it is USED rather than where
it is written. A stored computed literal would need a row per mode and would
silently stop tracking the source the moment the source changed — the whole
problem this avoids.

What derivation DID need is the check. A formula pointing at a token that does
not exist is invalid-at-computed-value-time: the browser drops the declaration
outright and the token has no value. No error, no warning, nothing in the
toolchain notices — the same family as `--color-accent`, `_parent_map`, and the
scripted edit whose anchor matched nothing.

So `derivation_report` returns three things alongside the sheet: which tokens are
computed and from what, which formulas point at nothing, and which derive from
each other in a loop. CSS resolves a loop to nothing rather than hanging, so the
cycle check is about telling the operator, not protecting the renderer — but a
token that quietly resolves to nothing is exactly what is worth being told.

A self-reference with a fallback (`var(--fs-x, 8px)`) is deliberately not a
dependency; counting it would report every such token as a one-node loop.

The UI leads with broken formulas, then loops, then the healthy derived set —
the first two are unambiguously wrong, where a duplicate value is a judgement
call.
2026-07-31 09:51:54 -04:00
bvandeusen 7872e7d9ec Drop the rulebook import — a migration, not a product feature (#90)
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2026-07-31 09:49:48 -04:00
bvandeusen 23a385e2db revert(design-systems): drop the rulebook import — a migration, not a feature
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Operator's call, and it corrects a scope error rather than a bug:

  "this is a path for a user to go from a rulebook to a design system. we don't
   need to build this path in the app itself ... you should be the one that does
   the import ... going forward no one else should have to do such a migration."

Right. Nobody starting from a design system will ever go rulebook -> system, so
the whole path was permanent product code serving a single act on one install.
Rule #22: remove it, don't flag it off. Gone from the service, the REST route,
the MCP tool, the UI panel, the API client and its tests.

There is a second consequence I had missed, and it is the better argument. The
parser was WORSE at this than doing it by hand. `propose_tokens` leaves radius
steps and type sizes valueless because "Small 4px" is not a hex and nothing here
parses it — a limitation I documented carefully and shipped anyway. But that
limitation only exists because the importer had to run unattended. Done as work
rather than as a feature, those values are just read and written, and the result
is a complete design system instead of one with a dozen blanks and a count
explaining them.

Scaffolding built around my own absence from the loop, when I am the loop.

KEPT: `extract_expectations` and `design_expectations` in
services/design_rulebook_import.py. The live drift panel still reads them until
it is repointed at a resolved design system (#2295), and removing them now would
take the /design page's only content with it. They go with that change, not this
one.
2026-07-31 09:46:12 -04:00
bvandeusen 15eae532bd Fix the dead create button on a fresh install, and make Design one surface (#89)
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2026-07-31 08:32:07 -04:00
bvandeusen 8eef9e7845 fix(design-systems): the empty state's create button did nothing, and one surface
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Two reports, one root cause each.

**The dead button.** "Create the first one" set `showCreate = true`, but the
create form lived inside `<div v-else class="ds-body">` — the sibling branch of
the empty state. The two are mutually exclusive, so on a fresh install the flag
flipped and nothing rendered. The first action a new install can take was the
one that didn't work, which is a poor way to honour "an install with zero design
systems is the ordinary state".

The first system now gets its own form outside the list layout, and it drops the
parent picker entirely: there is nothing to inherit from yet, so it says so
instead of offering an empty select.

**Two surfaces, the wrong one first.** /design and /design-systems are halves of
one thing — the record that decides the styling, and what the browser renders
from it — and I had added them as two separate nav entries with the read-only
diagnostic listed first. Backwards: the record is what you work with; the live
view is the check on it.

Now one nav entry pointing at the record, with a shared tab bar joining the two.
The explorer is renamed "Live tokens", which is what it actually shows.

The tab bar is a component rather than the same markup in both views. Two copies
diverge the moment a third tab appears — and a design surface that ships
duplicated markup would be arguing against itself.
2026-07-31 08:29:37 -04:00
bvandeusen f00e9747ad Design systems as records — the stylesheet Scribe holds (#88)
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2026-07-30 23:35:26 -04:00
bvandeusen 15d2e0c682 fix(design-systems): declare tokenRationale — the ref its usages referenced
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Broke the typecheck on 0f80b79. The scripted edit that added the three
`tokenRationale` usages and the one that declared the ref were separate
replacements, and only the declaration's anchor was wrong — so three usages
landed against a name that did not exist.

The declaration's replacement had no assertion on it while its neighbours did.
An anchor that matches nothing is a no-op, and a no-op looks exactly like
success.
2026-07-30 21:56:02 -04:00
bvandeusen 0f80b790c7 feat(design-systems): central prose — guidance on the system, rationale on tokens
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Last piece of the architecture in #2296. The operator: "the prose doesn't have
to live as one offs, there's a central system for managing it."

Two fields, both free-form:

  design_systems.guidance   the narrative a token table cannot hold — aesthetic,
                            voice and tone, what is deliberately out of scope.
  design_tokens.rationale   WHY a token is this value, which is a different
                            question from `purpose` (what it is FOR). "Success
                            equals Moss, aligned by design" is a rationale;
                            "page bg, deepest surface" is a purpose. Rules carry
                            the first routinely and a token row had nowhere to
                            put it.

Free-form rather than a column per category, deliberately. A schema with
`voice`, `aesthetic` and `scope` columns would bake one rulebook's table of
contents into every install (rule #115), leaving the next install three empty
columns and nowhere for what it actually cares about. Both nullable: a design
system with no prose at all is complete, not a draft.

`rationale` cascades like `purpose` — deepest non-empty wins — so an app
overriding a colour keeps the family's reasoning rather than blanking it. Same
argument as `supersedes`: the override was about the value, not the meaning.

In the generated sheet the inline comment prefers `purpose` and falls back to
`rationale`, so a token carrying only the why still says something instead of
rendering bare.
2026-07-30 21:52:16 -04:00
bvandeusen 46d88f9e7e feat(design-systems): check the components against the sheet they claim to use
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"The snippets use the tags from the sheet" was a relation nobody could verify.
Now it is three checks, and all three currently fail SILENTLY in this codebase:

  unknown             `var(--x)` where the system declares no `--x`. Renders as
                      nothing at all — no error, no failing test, no visual clue
                      beyond the element quietly not being styled.
  superseded literals a value the sheet said to stop writing, paired with the
                      token to write instead. Only possible because `supersedes`
                      is declared rather than inferred.
  local definitions   custom properties a snippet mints for itself instead of
                      reusing the sheet's — the bloat a shared sheet exists to
                      prevent, where a value stops being reused and starts being
                      restated per component.

The first is not hypothetical. Writing DesignSystemsView.vue earlier in this
same session I used `--color-accent` throughout; it does not exist, and nothing
in the toolchain noticed. This check is the thing that would have.

A token that is both defined and read locally is reported ONCE, as an unknown
reference — "--btn-bg does not exist in the sheet" is the more precise statement
of the same problem, and reporting both would double-count one fact.

Literal matching is boundary-aware and case-insensitive: `#fff` must not fire
inside `#ffffff` (different colours, and a finding on the wrong one sends
someone to change correct code), while `#FFFFFF` in a rulebook has to match
`#ffffff` in a stylesheet — the same trap `normalize_hex` exists for.

Snippets with nothing to report are omitted entirely. A list of everything that
is fine is a list nobody reads twice — the same principle the auto-inject menu
and the drift panel are both built on.

Two integration mistakes fixed while wiring it: `list_snippets` returns
`(rows, total)` and caps its limit at 100, and `get_snippet` returns a Note
model rather than a dict. The list rows carry a preview, not the code, so the
check reads each full body — checking the preview would have reported on a
truncation.
2026-07-30 21:47:47 -04:00
bvandeusen b0a7d9e89b feat(design-systems): the master sheet — purpose tokens, not per-element values
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Operator's new requirement (#2299, architecture in #2296): a design system does
not just hold tokens, it generates and manages a master CSS sheet. That settles
the milestone's open "authority mechanism" question — the record is
authoritative because the stylesheet comes out of it.

**The sheet is shaped by purpose and styles no elements.** It declares custom
properties, grouped by what they mean, and contains no `.btn-primary`, no
`table`, no `input`. That is the design, not a shortcut: a sheet that styled
elements would restate the same handful of values once per element and grow with
the UI, where purpose-named values are stated once and reused. Components live
as SNIPPETS that reference these names — a surface that already exists and
already carries prose, locations, drift checks, merge and write-path recall.

A token named after an element (`--fs-button-bg`) is the smell that the two have
been mixed; a purpose name (`--fs-action-primary`) is reused across all of them.

Alongside the CSS the endpoint returns what the text cannot say for itself:
which tokens are still valueless, and which VALUES are declared under more than
one name. The second is the operator's "reuse consistent values" constraint made
checkable — and it reports rather than refuses, because a design system
legitimately aligns colours on purpose ("Success = Moss, by design") and only a
human knows which case it is.

Mode maps to selector the way the codebase already does it: base on the root
selector, every other mode layered on `[data-theme="…"]`. The root selector is a
PARAMETER — #251 recorded that a container-scoped preview cannot use `:root`, so
hardcoding it would have made the generator useless to the preview surface.

A token the rulebook names but states no value for is emitted as a commented-out
declaration IN ITS GROUP rather than dropped. Its absence is the finding, and a
comment puts that finding where the reader already is.

Values are validated, not escaped, and this is a real boundary rather than
tidiness: design systems are shareable records (rule #47), so `red; } body {
display: none` in a system shared with you would otherwise inject CSS into your
page. A value containing `{ } ; @ < >`, a comment delimiter or a newline is
REFUSED and rendered as a comment saying so — rejecting beats stripping, since a
partially-sanitised value is one the operator never wrote and the sheet's whole
claim is that it is the record.

Not in scope, and deliberately: serving this as the app's actual stylesheet.
Generating and exposing a sheet is reversible; swapping theme.css for a
generated one is not, and it should be an explicit call rather than a side
effect.
2026-07-30 21:42:08 -04:00
bvandeusen 4dc57f8ab2 feat(design-systems): import a design system out of a rulebook's prose
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Milestone #254 step 3 (#2288). Reuses #251's prose extractor as the reader and
adds the part that makes it an import rather than a list of claims.

**The join is the whole trick.** A rulebook states a design system in two places
and neither half is a token: one rule names the colours ("Obsidian #14171A (page
bg, deepest surface)"), another names the custom properties
(`--fs-obsidian/iron/slate`). The import pairs them on the word — `--fs-obsidian`
ends with `obsidian` — which is the only reason it produces something usable
instead of seventy empty names. The parenthetical becomes the token's purpose,
which is the field a bare hex could never carry.

**Prohibitions arrive as replacements, per the operator's reframe.** Rule 52
declares Parchment and forbids pure white in one breath, so the import emits
"write --fs-parchment instead of #ffffff" — the same fact stated forwards. It
attaches to the FIRST token that rule supplied a value for, not to every token
of that rule, because claiming Vellum is also the replacement for white would be
putting words in the rulebook's mouth.

**A token the rulebook names but states no readable value for is still
proposed, with an empty value.** Radius steps and type sizes are prose ("Small
4px") and nothing here parses them; inventing a parse per shape would be
guessing. The name is real and the value needs a human, so the proposal says
exactly that — and the UI leads with the COUNT of those, because an import that
hid them would look more complete than it is.

Preview is the default on both surfaces and in the UI. An import is a proposal:
rulebooks are written aspirationally and some of what they describe was never
built, so every entry carries the rule id and the sentence it came from and a
reviewer can check the claim rather than trust it.

Existing token names are never overwritten. A value already in the record was
put there deliberately — most likely correcting this importer — so a re-run
fills gaps and lists the rest as skipped, which also makes it safe to repeat.

Colours the rulebook names but never exposes as a custom property produce no
token: it never asked for one, and inventing a name would put something in the
record no rule sanctions.
2026-07-30 21:23:32 -04:00
bvandeusen 3da40abcb8 feat(design-systems): declare what to write instead, rather than what not to
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Milestone #254 step 6, first half (#2295) — and this reframes the task rather
than answering it. The operator's call:

  "in this case we should declare what should be used in place of pure white,
   it's not a prohibition it's what should be used in its place."

None of the three options on the table (a constraints record / the panel reads
both sources / negative token rows) was right, because all three kept the
prohibition as a KIND OF THING. It isn't one. "Pure white is never text" is the
shadow cast by a positive fact — text is Parchment — and a design system that
stores what things ARE has no row for a ban because it never needed one.

So `design_tokens` gains `supersedes`: the literal values this token should be
written instead of. `--color-text-on-action` supersedes `#fff` / `#ffffff`. Same
fact as the rule, stated forwards, and now actionable — a finding can say what
to write rather than only objecting.

It has to be DECLARED, not derived, and that is the crux: `#fff` and Parchment
`#E8E4D8` are different colours, so no value-matching check could ever have
connected them. That mismatch is precisely why the prohibition looked
unrepresentable until it was turned around.

`supersedes` cascades on EMPTINESS rather than on None. A child overriding a
colour says nothing about which literals it replaces, and blanking the family's
declaration there would silently disarm the check for every app that customises
the token — while a child that states its own list replaces it wholesale.

Two things this deliberately does NOT do:

  - It does not feed the drift panel. Superseded literals live in component CSS,
    which `designDrift.ts` cannot see and already documents as a blind spot.
    This is input for the source lint (#2277). Declaring it with nothing
    consuming it yet is honest; wiring it to a panel that cannot check it would
    not be.
  - It does not remove the panel's `prohibited_color` arm yet — that happens
    when the panel is repointed at a resolved system, which needs #2288 first.

The declaration also exposes a missing token: most of the 67 hardcoded
`color: #fff` (#2275) are text on a coloured action button, and the system has
no token for that role at all. Every view hardcodes it. Declaring the token that
was never there is the first real output of the operator's framing.
2026-07-30 21:16:45 -04:00
bvandeusen 78489308b8 feat(design-systems): link /design to its editable half
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The two pages are halves of one surface — what the browser renders and the
record that should decide it — and only one direction was linked. Missed in
0937b17 because the patch that added it silently didn't apply; the commit went
out without it.
2026-07-30 17:17:59 -04:00
bvandeusen 0937b1761e feat(design-systems): the editing surface — overrides, effective set, provenance
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Milestone #254 step 5 (#2294). /design-systems is the editable half of the
surface /design already showed: that page is what the browser renders, this one
is the record that ought to decide it. Each links to the other.

The layout follows the model rather than decorating it. Two token lists, and
they are deliberately different questions:

  Overrides  — the system's own rows. Short by design, and EMPTY is the correct
               state for an app that hasn't departed from its family yet, so
               that empty state says so rather than looking unfinished.
  Effective  — what it resolves to with inheritance applied, each row labelled
               with where its value came from.

Provenance renders PER MODE when the modes disagree. A system can own `base` and
inherit `dark` at once — that is the case the value column is a map for — and a
single badge per row would have to lie about one of them. Rows whose modes agree
(the common case) keep the single badge.

"Defined here" and "overridden here" are distinct labels. Introducing a token
and shadowing an ancestor's are different acts, and `is_overridden_in` is
already false for the first.

The parent picker filters out the selected system's descendants. The server
refuses those anyway with a message naming the loop — but a refusal you cannot
trigger beats a refusal explained well. Cycles that arrive some other way still
render a truncated chain rather than freezing the tab: the client keeps the same
defensive visited-set the server has.

Three drift bugs caught while writing the styles, all of the shape this
milestone exists to surface:

  - `--color-accent` does not exist. I had used it for every focus ring and
    active border; it would have rendered as nothing at all, silently. The
    brand token is `--color-primary`.
  - focus rings are ALREADY global in theme.css (`button:focus-visible` et al).
    My per-element rules would have overridden the house ring with a different
    one — the exact "bypassed abstraction" shape from #253.
  - every existing `.btn-primary` copy uses `color: #fff`, which is rule 52's
    prohibition and 67 live violations (#2275). This one uses Parchment and
    says why in a comment, rather than becoming the 68th.

Also wires the project pointer into ProjectView's details panel, hidden entirely
when no design systems exist (rule #115 — that is the ordinary state, not a
degraded one) and saved through its own PUT, since clearing it is a real outcome
rather than an omission.
2026-07-30 17:17:43 -04:00
bvandeusen 143b968c5d feat(design-systems): REST + MCP surfaces, at parity
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Milestone #254 step 4 (#2290). Eleven capabilities, both surfaces, one service.

Design systems are owner-scoped top-level records rather than project-scoped
ones, so these do not nest under /api/projects/ the way systems do —
routes/rulebooks.py was the closer shape. The one exception is the project
pointer, which is genuinely about a project: PUT /api/projects/<id>/design-system,
PUT rather than PATCH because clearing it is a first-class outcome and not an
omission.

`/resolved` and `/tokens` are deliberately separate endpoints. One answers "what
does this system CHANGE", the other "what does it end up BEING", and a system
that overrides nothing has an empty token list and a full resolved set. Shipping
only one would have made the other a client-side computation of exactly the kind
the record model exists to remove.

ResolvedToken.to_dict carries the SHADOWED contributions, not just the winner.
Dropping them at the serialisation boundary would have discarded the one thing
step 2 was built to preserve, and it would have been invisible — the payload
still looks complete.

Three sentinel translations on the MCP side, each tested, because an agent
cannot omit an argument and a wrong mapping here is silent:

  - parent_id: 0 = unchanged, -1 = clear (become a family system), positive =
    set. Renaming a system must not silently re-root it.
  - order_index: -1 = unchanged, since 0 is a valid position.
  - value_by_mode: guarded on `is not None`, not truthiness, so `{}` can strip
    every mode from a token instead of being unreachable.

DesignSystemCycle maps to 400 on REST and to a ValueError carrying the message
on MCP — kept apart from 404 throughout. An agent told "not found" retries the
same call; one told what the loop is can fix it.

Two structural guards beyond the parity list: every endpoint must be reachable
on the app (catching a decorator copied without its path, where the second
handler silently never runs), and every public coroutine in the tools module
must be registered (a tool written but never registered is invisible to an
agent, and nothing else would notice).
2026-07-30 17:09:25 -04:00
bvandeusen 839d6902ad feat(design-systems): resolve the chain, and keep the argument not the verdict
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Milestone #254 step 2 (#2287). `resolve_tokens` flattens a system's inheritance
chain into its effective token set — walk to the root, deepest wins by token
name. Pure and duck-typed, so a test states a whole hierarchy in literals and
the service hands the same function ORM rows.

**Provenance is stored as the contest, not the winner.** A ResolvedToken carries
every system that offered a value, per mode, deepest first — `[0]` won and
`[1:]` are what it shadowed. "Which system supplied this?" and "what did it
override?" are then two reads of one list and cannot disagree, where a winner
plus a separate provenance field would be two things to keep in step.

**Merging is per (name, MODE), and that is the storage decision paying off.** A
system that deepens one accent for light backgrounds while leaving dark alone
owns `base` and still inherits `dark`. A token-level "overridden here" flag
would have to lie about one of them, and the two-column shape could not have
represented it at all.

Metadata cascades separately by the same deepest-wins rule, with one exception:
`order_index` treats 0 as UNSTATED rather than "first", because 0 is the column
default. Reading it as a real value would let a colour-only override drag its
token to the top of its group — a visible reshuffle in return for a change that
touched nothing structural.

One fix to step 1 while wiring this up: `_parent_map` is now scoped to the
SYSTEM'S OWNER rather than the caller. A caller reading through a shared project
owns no link in the chain, so the caller-scoped version would have handed them
an empty forest and truncated the cascade to a single system — a page rendering
with plausible wrong values and no error anywhere. The ACL already grants read
along the whole chain; this is the loading side keeping that promise, and it now
has a test naming the shared-project case.

`BASE_MODE` moves from the model to the cascade module, where it belongs: it is
a resolution rule, not a storage fact, and design_cascade.py deliberately
imports nothing so both access.py and the service can depend on it.
2026-07-30 17:02:31 -04:00
bvandeusen 03b3998585 feat(design-systems): the model, the parent chain, and the guard on it
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Milestone #254 step 1 (#2286). A design system becomes a record Scribe holds
rather than prose in a rulebook: a named set of tokens with an OPTIONAL parent,
so a family system carries the house style and an app system carries only what
it changes. Answering "what does this app alter?" is then `list its tokens` —
nothing to compute.

`parent_id` is the whole model. It replaces both an `always_on` flag (a family
system is one with no parent) and a subscription join table (a project points at
ONE system; the chain supplies the rest) — less schema than the rulebook shape
it mirrors.

Two decisions the task left open, settled here:

- **Token values are JSONB keyed by mode**, not `value_light`/`value_dark`
  columns. The deciding argument was not flexibility, it was ambiguity: in a
  child system an unset mode means "inherit", in a root it means "not
  mode-dependent", and as columns both are NULL and the resolver cannot tell
  them apart. As a map, resolution is `{**parent, **child}` at every level with
  no special case for roots. Against it: queryability — but nothing filters
  tokens by value in SQL, so that buys a query no caller makes.
- **`group_name` is free text, no CHECK enum.** Groupings are each design
  system's own vocabulary; a whitelist would bake one install's kit into the
  schema. No CHECK is introduced anywhere, so rule #36 does not fire.

The cascade lives in `services/design_cascade.py` as pure functions over a
`{id: parent_id}` map, importing nothing — which is what lets both the service
and `access.py` use it without a cycle, and lets a test state a whole hierarchy
in one literal. Cycles are refused on WRITE by walking up from the proposed
parent (the cheap direction), and survived on READ by a visited-set, because a
loop from a direct DB edit must truncate rather than hang.

ACL (rule #78) is deliberately asymmetric: owning a system grants write,
reaching one through a project you can see grants READ ONLY. An editor on a
shared project must not be able to rewrite the family system every other project
in that family resolves through.

Also renames `services/design_system.py` -> `design_rulebook_import.py`. It is
the #251 prose extractor, whose role is already scheduled to become a one-shot
importer (#2288), and leaving it one character away from the new
`design_systems.py` was a trap for every later session.

Rule #115 throughout: nothing seeds a system or implies a default. An install
with zero design systems is ordinary, not degraded.
2026-07-30 16:54:41 -04:00
bvandeusenandClaude Opus 5 4ca3ab02c4 feat(design-explorer): the drift panel — rulebook says X, tokens say Y
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Milestone #251 step 5 (#2262), plus the Settings control that makes it reachable.

The comparison is deliberately thin — set arithmetic over live token values,
which is the one thing the browser knows and the server doesn't. The hard half
(prose to claims) already lives in Python where pytest can assert on it.

Three claim kinds, and the third inverts the test: a `token` claim asks whether a
custom property of that name exists; a `color` claim asks whether any token
resolves to that value; a `prohibited_color` claim FAILS when present.

normalizeColour is the client-side twin of normalize_hex and has one job the
server cannot do: getComputedStyle reports colours as rgb()/rgba() regardless of
how they were authored. So one colour has three spellings in play — #FFFFFF in
the rulebook, #fff in the stylesheet, rgb(255,255,255) from the browser — and a
comparison that misses any of them under-reports silently rather than erroring.

THE PANEL STATES ITS OWN BLIND SPOT, which matters more than it sounds. This
compares the rulebook against TOKENS. A literal hardcoded in a component, where
a token should have been referenced, is invisible to it — the drift isn't in the
tokens at all (#2275: 67 hardcoded whites against a rule forbidding pure white).
Reading those would mean bundling every SFC's source into the app; the check
belongs in CI and is tracked at #2277. A drift report that silently omitted a
whole category would invite the reader to conclude the category is clean, so the
panel says so in the panel rather than in a comment nobody reads.

Findings are ranked violated → missing → ok, and `ok` rows are hidden behind a
toggle. Same principle the auto-inject menu is built on: a short list that gets
read beats a complete one that doesn't.

Settings gains a rulebook picker. "None" is a first-class choice, not an unset
error — most installs have no rulebook describing their design system, and
saving empty DELETES the setting rather than storing a zero. The panel's empty
state points at Settings and Settings points back at the panel, so neither is a
dead end.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 15:32:29 -04:00
bvandeusenandClaude Opus 5 d3ee24f239 feat(design-explorer): rulebook binding + prose→claims extraction
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Milestone #251 step 2 (#2259). The half of the drift panel that needed to be
testable, which is why it is Python: the frontend has no test runner, so the
fiddly extraction lives server-side and the browser only does set arithmetic
over live token values.

BINDING. A per-user setting `design_rulebook_id` names the rulebook that
describes this install's design system. A setting rather than a column: no
migration, discoverable in the Settings UI (rule #25), and honest about being a
per-install choice rather than a property of the rulebook. No rulebook
designated returns an empty set with rulebook_id: null — the NORMAL case for any
install but the one that set it up (rule #115), which the client renders as an
explanatory empty state rather than an error. The id comes back alongside the
list so "not designated" and "designated but empty" stay distinguishable.

EXTRACTION. No NLP. Rule statements are prose written for humans and should stay
that way, so this takes only what is unambiguous in any prose — the hex colours
and custom-property names a rule mentions. Anything subtler needs a rule author
to opt into a structured form, deliberately left for when someone wants it.

Three things earn their complexity:

- SENTENCE-SCOPED NEGATION. A rule routinely states what the palette requires and
  what it forbids in consecutive sentences ("Parchment #E8E4D8 …, Vellum #C2BFB4
  …. Pure white #FFFFFF is NEVER used."). Detecting negation across the whole
  statement would mark the required colours as forbidden — inverting the finding
  rather than missing it, which is worse. Per sentence, all four come out right.

- HEX NORMALISATION is load-bearing, not tidiness. The rulebook writes #FFFFFF
  and components write #fff; if those don't compare equal the largest drift
  finding in the codebase — 67 hardcoded white text colours (#2275) — reads as
  zero. Alpha forms keep their alpha, since #fff and #ffff are different colours
  and collapsing them would manufacture equality.

- SLASH SHORTHAND. Rulebooks write token families as --fs-radius-sm/md/lg/xl and
  --fs-obsidian/iron/slate/pewter. Both expand under one rule — prefix is
  everything up to and including the LAST hyphen of the first segment — which
  also handles --fs-dur-fast/base/slow. Verified against the real rule text: 18
  tokens from three different shorthand shapes.

how_to_apply is read alongside statement, because rulebooks routinely keep the
statement declarative and put the concrete values in how_to_apply; ignoring it
would miss the checkable half.

Claims dedupe on (kind, value), first source winning, so a colour named by
several rules is one expectation attributed to the rule that introduced it.
Prose with nothing checkable yields nothing — most rules are judgement, not
specification, and a panel that reported unparseable rules as problems would be
unusable.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 15:25:36 -04:00
bvandeusenandClaude Opus 5 3c0192d749 feat(design-explorer): the gallery, including what isn't there
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Milestone #251 step 3 (#2260). New /design view, reachable from a Palette icon
beside Trash and Settings — a meta-surface like /rules, so an icon rather than a
sixth primary nav link, but not hidden either, since somewhere the design system
is visible is the entire point.

Renders three things, and refuses to render a fourth:

- REAL components, imported not recreated: StatusBadge, PriorityBadge, TagPill.
- REAL tokens, read at runtime via readTokens() so the page shows the live
  cascade rather than what the stylesheet claims. Grouped, swatched where the
  value is a colour, flagged where the token is mode-aware.
- Rule 65's four button variants and rule 60's type scale, listed as SPEC and
  marked missing.

That last part is the point of the step rather than a shortfall of it. Step 3's
premise was "render the real components, not copies — a gallery of look-alikes
drifts from the app within a month and then lies." Buttons have no shared
implementation to import: .btn-primary is defined four separate times in four
<style scoped> blocks, and 30 of 54 SFCs carry their own button CSS (#2273).
Drawing a button here would have made this page the fifth copy — committing the
exact drift the surface exists to catch. Same for the type scale: the three
families load (rule 59) but rule 60's sizes and weights are not tokens, so there
is nothing to read and a rendered specimen would be invented.

So the gallery reports them as gaps. A design system nobody can point at is a
design system that isn't there, and saying so is more useful than a page that
looks complete.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 14:41:06 -04:00
bvandeusenandClaude Opus 5 61e6e38419 feat(design-explorer): token inventory — what exists and what it resolves to
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Milestone #251 step 1 (#2258). Foundation for the gallery and the drift panel.

Parses NAMES from theme.css and asks the BROWSER for every value. That split is
deliberate. Extracting `--foo` is a trivial regex; extracting its value is not —
theme.css has nested parens, commas inside rgba(), var() chains, multi-part
shadows and gradients. getComputedStyle already resolves all of it, reports what
actually won the cascade, and — the reason that matters here — reflects live
overrides set on a container, which is exactly what the preview surface needs
(#2261). Parsing values would report what the file says rather than what the
user is looking at.

It also keeps the error-prone half out of our code, which matters because the
frontend has no test runner: `vue-tsc --noEmit` is the entire check. Logic that
can't be unit-tested should be logic that can't be very wrong.

readTokens(host) takes an element, so the same function reads app-wide values
from :root and scoped values from inside a preview container.

A BUG CAUGHT BEFORE SHIPPING, worth recording because the first version looked
obviously right: the declaration regex originally required the match to follow
`{` or `;`, to avoid matching var() uses. That silently dropped every
declaration preceded by a COMMENT — including --color-bg, the first and
most-used token in the file. 67 of 70 tokens found, no error, no warning.

The anchor was never needed. A declaration is `--name:` and a reference is
`var(--name)` or `var(--name,` — the colon alone discriminates. Comments are
stripped first so commented-out declarations aren't counted. Verified against
the real stylesheet: 70 unique tokens, 60 dark-overridden, 10 light-only, every
group resolving, zero var()-only false positives.

Also records a constraint discovered while building, which shapes step 6: light
is declared on :root and dark on [data-theme="dark"], so an attribute selector
can ADD dark to a subtree but nothing can add light back. Dark-inside-light
previews work; light-inside-dark previews cannot, until a [data-theme="light"]
block exists. readTokensForMode documents this rather than pretending otherwise.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 13:48:23 -04:00
bvandeusenandClaude Opus 5 293a14361a fix(db): bind datetimes, not strings, when filtering timestamptz columns
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Closes #1727 and #2257 — the same bug in two services written months apart.

AppLog.created_at is `timestamp with time zone`. asyncpg binds a Python str as
VARCHAR and Postgres has no `timestamptz >= text` operator, so both of these
raised when Postgres planned the query:

  notifications.check_due_tasks   AppLog.created_at >= today.isoformat()
  logging.get_logs                AppLog.created_at >= <raw request.args str>

#1727 was the worse of the two because a per-user `except Exception` swallowed
it: reminder emails silently never sent, and the only outward trace was an
hourly traceback in the Postgres log. It has been open since 2026-07-19 with the
diagnosis written and the fix never applied. #2257 has no swallowing handler, so
it merely breaks the admin log viewer's date filters outright.

notifications: `utc_day_start(day)` returns midnight UTC as an AWARE datetime.
Deliberately not the bare `date` the original diagnosis suggested — comparing
timestamptz to date does work via an implicit cast, but Postgres resolves that
cast in the SESSION's TimeZone, so the dedup window would drift with a server
setting nobody remembers is load-bearing.

logging: `parse_filter_datetime()` converts the query-string value to an aware
UTC datetime; unparseable input returns None so the filter is skipped rather
than 500ing the viewer. It also fixes a bug the naive fix would have introduced
— `date_to=2026-07-30` parses to midnight, so `<=` would exclude the entire day
the user asked for. Date-only upper bounds now run to 23:59:59.999999, while a
value carrying an explicit time is left as given.

The guard is the point. This class is invisible to ordinary testing: the failure
happens when Postgres plans the query, not when Python builds it, so no unit
test that doesn't execute SQL can see it. tests/test_timestamp_filters.py fails
CI on two shapes —

  1. a local bound to .isoformat() compared against a *_at column   (#1727)
  2. a str-ANNOTATED PARAMETER compared against a *_at column       (#2257)

Shape 2 is the one that matters. Nothing in logging.py looks date-ish, so a
guard built only from #1727's shape finds nothing there — which is exactly how
the second instance survived. Verified by replaying both checks against the
pre-fix files out of git: shape 1 catches `today_str`, shape 2 catches
`date_from`/`date_to`, and the current tree is clean.

Found by grepping for siblings after fixing #1727 — the third instance today of
"the second place nobody checked", after #2245.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 12:53:57 -04:00
bvandeusen 1adf57739d Cross-language prior-art labelling + close the surfaced→pulled loop on get_task (#87)
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Closes #2244 and #2245. Prior-art hits in a different language than the file
being written are now labelled and explained rather than surfaced bare, and
get_task records a pull so auto-inject's pull-through stops reading near-zero for
the kind it mostly surfaces.

No migration, no plugin manifest bump — server-side only.
2026-07-30 11:03:57 -04:00
bvandeusenandClaude Opus 5 6ca215d2b6 fix(telemetry): record a pull on get_task, closing the surfaced→pulled loop
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Closes #2245. note_usage_events recorded `surfaced` for every auto-inject menu
line regardless of kind, but `pulled` only from get_note, get_snippet and the
REST snippet route. get_task recorded nothing.

Auto-inject ranks kind-blind over a corpus that is overwhelmingly tasks and
issues, so tasks are most of what it surfaces. Measured live, "write a function
to debounce a callback in the frontend" returned three tasks and zero snippets —
all three written as surfaced, none able to record a pull.

surfaced and pulled only mean anything as a PAIR; the rate between them is what
#1038 and #2085 gate on. So the gap sat exactly where the volume is, and the
metric would have said "auto-inject surfaces things nobody opens" for its own
dominant kind — an artifact of the instrumentation, not a fact about the feature,
and one that pointed at a plausible-sounding wrong conclusion.

get_note already carried a comment stating this was meant to cover ANY note kind
precisely so tasks wouldn't look like dead weight. get_task is a separate tool in
a separate module and never got the call — sibling drift, invisible because a
missing side effect changes no return value.

Guarded by a rule-#33 contract test that asserts, by source inspection, that
every getter reachable from an auto-inject menu calls record_pulled. Source
inspection because no behavioural test can see a call that isn't there.

Not fixed here: the REST note/task detail routes still record nothing while the
REST snippet route records `rest_snippet`. That asymmetry is real, but a human
reading a note in a browser is arguably not the same event as an agent recalling
one, and collapsing them could skew the signal the other way. Raised as a
question for the retrieval survey instead of decided in passing.

Pre-fix rows under-count task pulls, one-sidedly by kind — treat them as unknown
rather than zero.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 10:35:23 -04:00
bvandeusenandClaude Opus 5 390846a3d5 fix(write-path): disclose cross-language prior art instead of hiding it
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Closes #2244. Retrieval matches on concept, and concepts are language-agnostic:
asking about a TypeScript union-find scores 0.72-0.73 against a PYTHON snippet,
comfortably over the 0.68 bar. That is useful — a different-language solution
gives you the shape even when the code isn't reusable — but the menu line said
nothing about it, so the reader either dismissed a good structural reference or
pasted Python into a .ts file.

Worth noting this predates the concept-query change: raw TS code already matched
the Python snippet at 0.73, because the embedder reads identifiers and structure
semantically rather than syntactically. The fail state has been shipping quietly;
#2242 only made it an intended use rather than an accident.

- knowledge._note_to_item projects `language` from the data mirror, same shape as
  the existing verification projection — a plain column read, no body parsing.
- The semantic arm carries language through on the item it builds; it is the arm
  where these arise, since a snippet recorded AT the path you're editing is
  almost never in another language.
- _prior_art_line folds it into the marker: [similar 0.72 · python]. Together
  with the score rather than after the title, because the two jointly are the
  judgement being offered.
- One explanatory line is added to the menu, and only when something on it is
  actually tagged.

Two deliberate calls:

LABEL, DON'T FILTER. A stricter threshold for foreign-language hits would
suppress exactly the shape-borrowing this exists for. They were never the
problem; their being undisclosed was.

ONLY CLAIM A MISMATCH YOU CAN ESTABLISH. _foreign_language returns "" when either
side is unknown — unrecognised extension, or a snippet with no recorded language.
A wrong "· python" is worse than no tag. Same-language hits stay unlabelled, so
the common case keeps a clean line and the preamble stays off the menu entirely.
Operator-typed language names fold through an alias table first (py/python3 →
python, tsx → typescript, c++ → cpp); unrecognised names pass through lowercased,
which still makes an unknown-but-equal pair compare equal.

Trap found while building: _note() in the tests is a MagicMock, so `note.data`
auto-created a truthy mock that would have rendered its repr into a menu line.
Both test helpers now set data = None explicitly.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 10:31:56 -04:00
bvandeusen a36837c96a Write-path semantic arm: query snippets by concept, not raw code (#86)
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Implements #2242. The semantic arm now queries with what the code says it is FOR
— declarations plus the first docstring / JSDoc / leading comment — instead of the
raw payload, because snippet documents are prose-forward: 0.823 vs 0.743, with
double the separation from the noise floor.

No doc means no rewrite (a bare identifier measured 0.671, worse than the code),
and the 48-char floor still judges the raw payload before the rewrite.

No migration, no plugin manifest bump — server-side only.
2026-07-30 10:21:19 -04:00
bvandeusenandClaude Opus 5 57781770c3 feat(write-path): query snippets by concept, not by raw code
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Implements #2242, from the operator's question: would it make more sense to
search by the concept of the snippet than by the code itself?

It would, measurably. A snippet's embedded text is f"{title}\n{body}", and a
snippet's body is composed markdown — When to use / Signature / Location, then
the fenced code — so `when_to_use` appears TWICE in the vector and the document
is prose-forward. The semantic arm was interrogating it with raw code carrying
no prose at all. Measured on the deployed instance against snippet #2222:

  query built from            score   best unrelated   separation
  raw code body               0.743   0.630            0.11
  name + docstring            0.823   0.602            0.22
  hand-written concept prose  0.835   0.583            0.25

A 12-word description beats a near-verbatim reimplementation of the function,
and code-as-query RAISES the noise floor. It's also the cleanest explanation for
the fragment miss recorded on #2223: a short excerpt carries almost no prose to
match a document that is mostly prose.

So build the query from what the code says it's FOR — declarations plus the
first docstring / JSDoc / leading comment block — shaped as "name(params) — what
it does", mirroring a snippet's own title, which is the form that measured 0.823.

Server-side rather than in the hook: no manifest bump, so installed 0.1.20
plugins get this immediately; multi-language parsing in bash would be miserable;
and it's unit-testable here.

Two rules worth calling out, both measured rather than chosen:

- NO DOC, NO REWRITE. A bare identifier is not a concept and scored 0.671 vs the
  code body's 0.743. Separation from noise is identical either way (0.113), but
  the absolute drops under the 0.68 bar, so preferring a bare name would convert
  a comfortable hit into a miss. Undocumented code keeps the raw payload.
- The 48-char floor still judges the RAW payload, before the rewrite. A concept
  query is allowed to be shorter than the floor — that is the point, the best
  queries are short — but a sub-floor edit stays silent even with a docstring.
  Applying the floor after extraction would discard the best queries.

Regex, not a parser: this is on a PreToolUse critical path and an Edit's
new_string is rarely a valid module, so a miss must cost only a fallback. Every
unrecognised language (Vue SFC, config files) degrades to exactly the previous
behaviour.

Telemetry now logs the concept query rather than the code, since retrieval_logs
is what the threshold gets tuned from and the two aren't comparable.

0.68 is left alone: signal rises to 0.82 while noise FALLS to 0.58, so the bar
sits mid-gap instead of near the edge. To be re-measured against the deployed
instance rather than assumed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-30 09:58:06 -04:00
bvandeusen 0550bf4687 Write-path prior-art precision: own threshold + payload floor (#85)
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Closes #2223. Gives the write-path semantic arm its own similarity threshold
(kb_writepath_threshold, default 0.68) and a 48-non-whitespace-char payload
floor, so unrelated code no longer reads as prior art. Auto-inject keeps 0.55.

No migration, no plugin manifest bump — server-side only.
2026-07-30 08:07:47 -04:00
bvandeusenandClaude Opus 5 1fb883b72f fix(write-path): give the semantic arm its own threshold + a payload floor
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Closes #2223. The write-path prior-art trigger's semantic arm shared
auto-inject's 0.55 threshold, which was tuned on prose. Code embeddings
sit on a much higher similarity floor — any two Python-shaped payloads
share keywords, indentation and structure — so 0.55 landed INSIDE the
noise band. Measured against the live instance:

  near-duplicate of a recorded helper   0.73-0.74   true positive
  unrelated colour math / Vue SFC / CSS 0.55-0.63   false positive
  `x = 1`                               0.58        false positive

6 of 8 probe payloads produced a nudge; 4 were noise. The margin gate
couldn't help — _AUTOINJECT_BAND is relative to the top hit, so with a
single hit it never engages.

Two gates are now the write-path arm's own:

- kb_writepath_threshold, default 0.68 — above every measured false
  positive, still 0.05 below both true positives. Auto-inject keeps
  0.55; it was tuned on prose and is not implicated. The comment this
  replaces explicitly reserved the split for when telemetry showed the
  surfaces wanted different values, so this is the change it described,
  not a reversal of it.
- WRITEPATH_MIN_CODE_CHARS = 48 non-whitespace chars, below which the
  semantic arm doesn't run at all. Whitespace is excluded so a deeply
  indented one-liner can't pass on padding. 48 sits under the smallest
  plausible reusable helper (~60) and well over a degenerate edit, so it
  errs toward keeping recall — precision is the threshold's job. This is
  the cheap half of the operator's #89 idea; the full length<->threshold
  curve stays open there, since they asked to brainstorm it rather than
  have a scale invented for them.

top_k stays shared — "how many titles at once" means the same thing on
both surfaces.

The existing tests were passing `code="x"` / `code="def f(): ..."` into
the semantic arm, i.e. exactly the payloads the floor now drops, so the
gate tests were never exercising a realistic payload. They now use a
REAL_CODE fixture, plus new coverage for the floor (trivial payload,
padding, place-arm unaffected, real helper passes) and a guard on the
constant itself.

Settings UI carries the new knob with the reasoning in its hint, and the
write-path checkbox no longer claims it shares the threshold.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-29 23:26:59 -04:00
bvandeusenandClaude Opus 5 05b64ccacb docs(knowledge): name the guard for the verification filter's two dialects
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The location filter's section comment says THE TWO MUST CHANGE TOGETHER and
names tests/test_retrieval_scopes.py as what enforces it. The drift-check
filter added in #2086 has the same two-dialect structure and the same
hazard — a predicate applied in only one arm makes a record findable one
way and invisible another — but pointed at no guard, so the next person
had to discover that tests/test_snippet_drift_check.py walks both.

Also names the case that motivated `attention` existing at all: an ok
verdict whose code_sha has gone stale is neither `drifted` nor
`unverified`, and is the one shape a reader is likely to think redundant
and remove.

Written while verifying the plugin fixes end-to-end — this edit is what
the write-path trigger fired on, correctly surfacing snippet #2192 as
prior art at this exact path.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-29 22:01:24 -04:00
bvandeusen 327b8a99a4 ci(plugin): gate the path that ships straight to users, and fix one more line-oriented cap (#84)
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2026-07-29 08:55:58 -04:00
bvandeusenandClaude Opus 5 b0a0bf8abd fix(plugin): justify the one shellcheck finding (SC1007, false positive)
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First CI run with shellcheck (run 3029) flagged exactly one thing:

  scribe_session_context.sh:44
  SC1007 Remove space after = if trying to assign a value
  here=$(CDPATH= cd -- "$(dirname -- "${BASH_SOURCE[0]}")" && pwd)

`CDPATH= cd` is the deliberate POSIX idiom for running a single command
with CDPATH empty — it stops `cd` resolving through the operator's CDPATH
and echoing the resolved path into our stdout, which for a hook whose
stdout IS its protocol would be a real bug. shellcheck cannot distinguish
that from a typo'd `CDPATH=cd`, so this is a false positive.

Scoped `# shellcheck disable=SC1007` with the reason above it, matching
how CI-runner's own scripts/install-common.sh handles SC2086. One
line-scoped disable, no file-level or blanket suppression — a lint you
silence broadly stops being a lint.

Everything else in that run passed, including the parts that could only
run once jq was installed: all four hooks exit 0 and stay silent
unconfigured and against a refused connection, with the session-context
hook correctly still emitting its static floor.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 22:43:30 -04:00
bvandeusenandClaude Opus 5 dd878bc498 ci(plugin): add shellcheck + jq, and the fail-open smoke test they unlock
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Per-job installs, not an image change. CI-runner's docs/process.md decision
checkpoint is explicit: "If only one project needs the dep, prefer that
project installing it per-job in their workflow — at least until a second
consumer arrives." Scribe is the only consumer, and shellcheck is not a
natural extension of a Python image's purpose. Promotion into ci-python is
filed as an issue on CI-runner rather than assumed here — same doc, step 1:
the maintainer's call goes in the issue, then the PR.

This also corrects something I got wrong earlier in this work: I cited rule
#5 as blocking a per-job install. Rule #5 is about language TOOLCHAINS via
setup-* actions, not small lint utilities, and CI-runner's own process doc
positively recommends per-job installs in exactly this case.

jq is load-bearing rather than convenient. Every hook opens with
`command -v jq || exit 0`, so without it a "runs and stays silent" smoke
test passes while exercising nothing — a green tick proving less than no
test at all. That is why the smoke test didn't ship with the first cut.

The smoke test pins the fail-open contract: each hook, with no credentials
and then against a refused connection, must exit 0. Three must also stay
silent; scribe_session_context.sh must NOT, because its static behavioural
floor is meant to survive having no credentials and no network — asserting
silence there would encode the opposite of the design.

Verified it can actually fail, rather than assuming: injected a non-zero
exit and separately a stray stdout write, and confirmed each is caught.

shellcheck and jq are both optional at runtime — missing either SKIPs its
check loudly rather than passing. A check that quietly no-ops is the exact
failure mode this file exists to prevent.

ci-requirements.md updated: jq + shellcheck recorded under per-job installs
(the input CI-runner's maintainer uses for the next promotion decision),
plus two stale entries corrected — the sheet claimed four jobs when there
are six, and listed `uv` as a per-job install when it has been in the image
since the ci-python Dockerfile started pip-installing it.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 22:39:55 -04:00
bvandeusenandClaude Opus 5 1feef179d2 ci(plugin): drop with: from the plugin job's checkout
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Run 3027: the Plugin hooks job failed at checkout, before the script ran.
Adding a `with: fetch-depth: 0` block made actions/checkout@v6 fail to
extract on the act_runner —

  Cannot find module '/var/run/act/actions/<sha>/dist/index.js'

— while every bare `uses: actions/checkout@v6` in the same run succeeded.
The runner's action-cache handling is the difference, not git.

No depth was needed in the first place. The version check compares two
TREES, and a tree diff needs both trees, not a common ancestor. Verified
against a real depth-1 clone: after `git fetch --depth=1 origin
main:refs/remotes/origin/main`, both `git diff origin/main -- plugin` and
`git show origin/main:plugin/.claude-plugin/plugin.json` work. So the
explicit fetch already in the step is sufficient, and cheaper than the
full history the `with:` block was asking for.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 21:00:14 -04:00
bvandeusenandClaude Opus 5 51e5c22818 ci(plugin): gate plugin/** — the path that shipped two live defects
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`plugin/` is not built into the image; installs fetch it from this repo via
.claude-plugin/marketplace.json, so a push IS the release. It was absent
from the workflow's `paths:` filter entirely, meaning plugin changes ran no
CI at all. Two separate defects reached a live install through that gap:

  #2198 — all four hook scripts inert (lowercase userConfig env vars,
          line-oriented `jq -rR`, line-oriented `cut -c`)
  #2209 — the fix for #2198 couldn't reach an install because the manifest
          version wasn't bumped, so the installer never refreshed its cache

Adds `plugin/**` + `.claude-plugin/**` to `paths:` and a `plugin` job
running scripts/check_plugin.py:

1. `bash -n` on every hook.
2. The three known-bad patterns from #2198. Verified by replay against
   c569cdd^ — all three are caught. Narrow by design; see below.
3. Shipped plugin content differs from origin/main => the manifest version
   must differ too. Stated against the base branch, not per-commit, so a
   batch needs one bump rather than one per commit. Replayed against
   c569cdd: correctly fails.

The checker found a real outstanding bug on its first run: the `cut -c1-2000`
prompt cap in scribe_autoinject.sh was still line-oriented. Only the
prior-art hook's copy got fixed in c569cdd. Now `head -c`. It then failed
on this very commit for a missing version bump, which is the third time
that rule has mattered and the first time something other than memory
enforced it. Manifest bumped to 0.1.20.

WHAT THIS DOESN'T COVER, and why. shellcheck is the right tool for check 2
and is NOT in ci-python; nor is jq, which every hook requires and silently
bails without — so a "runs and stays silent" smoke test would pass
vacuously today and prove nothing. Both need those two packages added to
the CI image in the CI-runner repo, which is a separate change to a
separate repo (rule #5: the toolchain comes from the image, not from
apt-get at job start). Verified against CI-runner's Dockerfile and
scripts/install-common.sh rather than assumed (rule #37).

`plugin` is not in the build job's `needs`: the plugin doesn't ship in the
image, and blocking the build wouldn't un-publish a bad hook — the push
already did. A failed job still reddens the run.

Closes #2204

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 20:56:15 -04:00
bvandeusen f039a46dae fix(plugin): bump to 0.1.19 so the hook fixes actually reach installs (#83) 2026-07-28 20:19:24 -04:00
bvandeusenandClaude Opus 5 21cb9ee537 fix(plugin): bump to 0.1.19 so the hook fixes actually reach installs
c569cdd rewrote all four hook scripts and did not bump the manifest. The
version is what the installer compares, so `/plugin` reported "already at
the latest version (0.1.18)" and never refreshed its cache — the fix was
on main and unreachable.

Both halves of the install were observably out of step:

  ~/.claude/plugins/marketplaces/scribe-plugin  -> at 3284ac6, fixed
  ~/.claude/plugins/cache/.../scribe/0.1.18/    -> still lowercase env
                                                   vars and `jq -rR`

The clone pulls on its own; the CACHE is what executes, and it is only
re-copied when the version changes. So a plugin change without a bump
ships to the repo and stops there.

This is the #1040 lesson, already recorded in milestone #232's own
verification section ("Any `plugin/` change bumps `plugin.json` in the
same commit") and still missed — the rule was written down and not
followed. Nothing in CI enforces it, which is the same gap as #2204:
`plugin/**` triggers no workflow at all, so neither the missing bump nor
the broken scripts could be caught.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 20:19:06 -04:00
bvandeusen 3284ac67dd Drafter hardening (milestone #232) — plugin hook fix, usage signal, drift check, duplicate finder, un-merge (#82)
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2026-07-28 20:10:42 -04:00
bvandeusenandClaude Opus 5 fe63f3985b feat(snippets): un-merge — reverse one source out of a merged survivor
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Closes the last of milestone #232. The task said to settle the design
before coding; here is what was settled and why.

THE HAZARD. Restoring a merged-in source from the trash brought the record
back but never stripped its locations off the survivor, so both claimed
the same call sites and the reverse lookup read the duplicate claims as
real. Subtracting blindly is not a fix: a location can arrive from a
source AND genuinely be the survivor's own, and _normalize_locations dedups
them into one, so blind subtraction would strip a call site the survivor
owns. Same problem defeated partial un-merge — `merged_from` recorded ids,
not which locations came from which source.

THE ANSWER. Record per-source attribution AT MERGE TIME, where it is known
exactly: each entry keeps only what that source ADDED, computed
incrementally as sources fold in. Anything the survivor already had, or an
earlier source already brought, is attributed to nobody. Both open
questions fall out of that one change — partial un-merge is exact, and a
survivor-owned location can never be stripped, because it was never
attributed in the first place.

The shape moved from [id] to [{id, locations, tags}]. Free to do: the
corpus holds one snippet and zero merges, so there is no legacy data (rule
#22). A bare int still normalizes to {"id": n} — not legacy tolerance, but
because snippet_fields falls back to PARSING THE BODY when a row has no
`data`, and the body's provenance line can only carry ids. Such an entry
shows history and refuses un-merge with a reason rather than guessing.

WHICH SURFACE. Neither option in the task, quite. Making trash-restore
notice the merge would teach the generic trash path snippet semantics for
one record type. Instead un-merge OWNS the restore: one operation, one
authorization check, trash stays ignorant. Restoring by hand is still
allowed and still leaves both records claiming the same places — so
un-merge treats an already-alive source as the normal case and goes
straight to the subtraction that repairs it. That is the state that
motivated the feature, not an error.

Adds trash.restore_entity(user_id, type, id) — the missing inverse of
delete(), which returns a batch id callers don't keep. Restores the whole
batch, since the batch is the entity plus its cascade.

Refs #2165

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:42:29 -04:00
bvandeusenandClaude Opus 5 6db791965f feat(snippets): near-duplicate finder — surface the sets worth merging
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#231's premise was unifying reusable things already scattered as one-offs.
The create gate PREVENTS a new duplicate and merge_snippets CURES one you
point it at, but nothing FOUND the duplicates already in the record —
someone had to notice them by hand, which is the exact failure the Drafter
exists to remove.

One indexed self-join over note_embeddings, not an N² Python scan:
pgvector's cosine distance is the same operator semantic search uses, so a
similarity floor is a distance ceiling and the work stays in Postgres.
`left.note_id < right.note_id` yields each unordered pair once and drops
the self-pair that would otherwise dominate the ranking.

Pairs are collapsed into merge SETS by connected components. Transitive on
purpose: A~B plus B~C puts all three together even when A and C don't
directly clear the bar, which is what merge actually does (it folds every
source into one survivor). The cost is that a chain of mild resemblances
can rope in a member that isn't really alike — so the UI presents a set as
a proposal, shows the members, and never merges without a confirm.

Two scope decisions worth naming:

- OWN snippets only. merge_snippets requires one owner across the set, so
  surfacing someone else's would propose a merge that cannot be performed.
  The report is bounded by what the operator can act on, not what they can
  see.

- Threshold defaults to 0.82, LOOSER than the write gate's 0.90, and is a
  setting rather than a constant (rule #25). The gate blocks a create and
  has to be unforgiving of noise; this only suggests a merge under review,
  so it must reach further or it would never surface the pairs the gate
  already let through — which are precisely the ones that accumulated.

Fixes a real bug in the merge flow while wiring the UI: selectedList
filtered the selection against the CURRENT PAGE, and doMerge derives its
source ids from that list. A corpus-wide suggested group with off-page
members would have rendered incomplete and silently merged only the
visible subset. A group under review is now the authority for that list.

Refs #2088

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:32:40 -04:00
bvandeusenandClaude Opus 5 84c5c0dc81 fix(snippets): satisfy the parity guards the drift check tripped
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Two CI failures, both the guards working as intended rather than defects
in them:

- The MCP tool-name manifest and the REST route/service parity lists are
  explicit, so a new capability has to be added to both surfaces or the
  test fails. verify_snippet / verify_snippet_route / record_verification
  added, plus an assertion that the `verification` filter reaches both
  callers — a verdict an agent records must be visible to the human
  looking at the same corpus, or the two surfaces disagree about what's
  rotten (rule #33).

- vue-tsc rejected two object-literal lookups keyed by the status union:
  `status` includes "ok" and "unverified", and an object literal has to
  enumerate every member even just to say "nothing to show for these".
  Typed as Record<string, string>, which is what the ?? "" fallback
  already assumed.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:24:48 -04:00
bvandeusenandClaude Opus 5 35f3f09d12 feat(snippets): drift check — verify a snippet still matches its source
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A recorded snippet points at a repo · path · symbol that WILL rot: files
move, symbols get renamed, implementations diverge from the copy stored
here. Nothing detected any of it, so a record degraded silently from
"canonical reference" to "confidently wrong" — worse than no record, since
it is surfaced with the same authority either way.

WHERE THE CHECK RUNS. Agent-side, which the task flagged as the design
question to settle first. Scribe has no checkout of the operator's repos
and must not acquire one: giving the server repo access would make every
install a credential problem and break instance-agnosticism (rule #115).
The agent already has the working tree, so it does the comparing; the
server remembers the verdict, makes it queryable, and knows when it has
expired. New MCP tool verify_snippet teaches the four-step procedure and
records the result; a REST endpoint mirrors it so the UI can clear a
marker after a manual fix.

WHY THE VERDICT CARRIES A CODE HASH. A verdict describes the code it was
checked against. Invalidating it on edit means deciding which edits count
— a when_to_use tweak shouldn't void a code check, a rewrite must — which
is fiddly and easy to get subtly wrong, and easy for a new write path to
forget entirely. Stamping the verdict with a hash sidesteps all of it: one
whose code_sha no longer matches is self-evidently expired, computed at
read time, no invalidation branch to maintain.

That makes "expired" the interesting filter case. It is not `drifted`
(nothing was found wrong) and not `unverified` (a check did happen), yet
it plainly needs looking at — so `verification=attention` covers both. To
keep that one index-served predicate rather than a post-filter that would
make the pagination total a lie, data now also mirrors the CURRENT code's
fingerprint as data.code_sha, and a jsonpath compares the two fields
within the row. The filter is implemented in both dialects, SQL and
Python, for the same reason the location filter is: the semantic arm's
candidates arrive already fetched.

A merge deliberately carries no verdict forward — the survivor's code is a
union of several sources, so no prior check describes it, and unverified
is the honest answer.

UI: a danger-toned drift badge on each card (an actively misleading record
outranks a merely unused one), and a "Needs attention" filter. Its empty
state says plainly that never-verified snippets don't appear there —
otherwise `attention` would mean "everything" on day one and be useless as
a worklist.

Refs #2086

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:20:33 -04:00
bvandeusenandClaude Opus 5 2b85443dd1 feat(snippets): usage signal — was a surfaced record ever actually pulled?
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retrieval_logs answers "what did the ranker return, at what scores" — the
right substrate for tuning a threshold. It cannot answer the question the
snippet corpus actually needs: did anyone open this? A snippet nobody
opens is not neutral. It takes a slot in every future auto-inject menu and
crowds out something useful.

Adds note_usage_events (migration 0071): one row per note per event,
either 'surfaced' (we put its title in front of an agent) or 'pulled'
(someone opened it in full), tagged with which surface produced it.

Closes the gap #2082 recorded against this work. The write-path PLACE arm
carries no score, so it has no home in retrieval_logs — folding it in
would corrupt the score distribution that table exists to capture. The
result was that the arm firing on the STRONGEST claim ("there is already a
canonical helper in this exact file") was the one arm nobody could
measure. Both arms now emit usage events under distinct sources, so their
pull-through rates are finally comparable.

Deliberate departures from the task as written:

- Not in-session correlation. The original framing was "correlate
  result_ids against a later get_note in the same session." There is no
  session identity server-side — the MCP endpoint is stateless and the
  hooks send no session id — and adding one would mean threading an
  opaque client-supplied token through every read path. Two independent
  counters answer the question without it: surfaced 40×, pulled 0 is dead
  weight regardless of how those events distribute across sessions.

- Pulls record at the ENTRY POINTS (MCP tools, REST detail route), not in
  snippets_svc.get_snippet, which update and merge also reach. Counting
  those would inflate precisely the number meant to say "someone chose to
  look at this."

- get_note records for every note kind, not just snippets. The auto-inject
  menu surfaces tasks and processes too; scoping this to snippets would
  pin those at zero pulls forever and make them read as dead weight next
  to snippets that merely had a counter.

Surfaced in the Snippets list as an "N/M used" badge, warning-toned once a
record has been offered 3+ times and never opened, with the tooltip saying
what to do about it (usually: its "when to reach for it" doesn't say
when). No badge at all below one surfacing — "0/0" reads as a verdict when
it's an absence of evidence. Also returned from MCP list_snippets so the
agent can see dead weight without opening the UI.

Telemetry keeps the retrieval_telemetry contract throughout: writes are
fire-and-forget, reads degrade to zeroes, and no path can raise into the
surface it observes.

Refs #2085

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:09:17 -04:00
bvandeusenandClaude Opus 5 c569cdd0eb fix(plugin): every hook's credential + URL encoding was broken
Three defects, each of which independently made a hook a no-op, and all
three failing silently — which is why the whole dynamic side of the plugin
looked "shipped" while doing nothing.

1. Wrong env var case. Claude Code exports userConfig to hooks as
   CLAUDE_PLUGIN_OPTION_<KEY> with the key UPPERCASED. All four hooks read
   CLAUDE_PLUGIN_OPTION_api_endpoint / _api_token, so both values were
   always empty. That killed the SessionStart dynamic tier, process sync,
   prompt auto-inject, and the write-path prior-art trigger at once.

2. jq -rR is line-oriented. `@uri` under -R encodes input LINE BY LINE, so
   a multi-line payload came back as several encoded lines joined by raw
   newlines — an invalid URL, curl fails, hook exits 0 in silence. Now
   -sRr. This one hid behind (1): auto-inject only ever worked for
   single-line prompts, and prior-art (which posts code, always
   multi-line) could never have worked at all.

3. cut -c1-1200 caps each LINE, not the payload, so the prior-art code
   budget wasn't a budget. Now head -c 1200.

Also widens the SessionStart warning: "neither URL nor token arrived" used
to be treated as a benign unconfigured install and stayed quiet. That is
exactly the state defect (1) produced, so the one install state that most
needed a signal was the only one that emitted none. It now says so, and
names the two other features it silently disables.

Verified against the live instance: dynamic rules + project context load,
auto-inject surfaces #2192 on a multi-line prompt, and the write-path
trigger returns the [here] place-arm hit on a multi-line edit with session
dedup suppressing the repeat.

Refs #2198, #2082

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UaYUaouG9jjhATyuxCKrQs
2026-07-28 18:00:11 -04:00
bvandeusen 6153231f9c fix(ci+docker): install from uv.lock — stop resolving dependencies at build time (#81)
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2026-07-28 13:04:24 -04:00
bvandeusen 1b81310847 fix(docker): build the image from uv.lock too
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The other half of #2194. The runtime stage did `COPY pyproject.toml .` +
`pip install .` and never copied uv.lock at all, so the SHIPPED IMAGE
resolved its own dependency set — independently of CI and of the lock. CI
could be green on one set of versions while the published image ran another,
which makes a green run evidence about the tests and not about the artifact.

Now: install uv, sync deps from the lock, then sync the project. Split into
two syncs so the dependency layer caches on any build that doesn't touch the
lock — the same shape CI uses, so image and CI can no longer disagree.

`uv sync` installs into /app/.venv rather than the system interpreter, so PATH
picks it up for the alembic + hypercorn CMD. The project stays editable, which
keeps /app/src authoritative exactly as PYTHONPATH and the frontend-dist copy
into src/scribe/static/ already assume.

Not built locally (rules #10/#12) — the dev build job verifies it, and `main`
already carries a working :latest, so a break here can't strand a deploy.
2026-07-28 13:01:35 -04:00
bvandeusen a47e1b9c4e fix(ci): regenerate uv.lock and enforce it with --locked
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Completes the previous two commits. `--frozen` failed run 3007 with
`ModuleNotFoundError: No module named 'pgvector'` — the lock wasn't merely
stale in its recorded metadata, it was missing a real dependency. pgvector
was added to pyproject for the vector-search work and the lock was never
regenerated, and nothing noticed because CI resolved from pyproject and never
read the lock. The lock has been dead weight for some time.

Regenerated with `uv lock` inside a throwaway `ci-python:3.14` container —
this workstation has no uv and no pip, and the CI image already carries the
right toolchain, so nothing was installed to do it. uv was conservative as
promised: pgvector 0.5.0 added, and NOT ONE existing pin moved (verified by
diffing name=version pairs across all 106 packages).

Both lanes now run `uv sync --locked`, so a dependency edit without a re-lock
fails loudly at install rather than resolving around the lock. The check paid
for itself on its first run by surfacing the missing pgvector.

Also added uv.lock to the workflow's `paths:` filter. It was absent, so a
lock-only change — exactly what a dependency bump looks like now — would not
have triggered CI at all.

Closes the CI half of #2194. The Dockerfile still resolves independently and
is tracked there.
2026-07-28 12:58:18 -04:00
bvandeusen 8bab0c762b fix(ci): use uv sync --frozen — --locked needs a lock this box can't regenerate
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Run 3006 failed at the install step: "The lockfile at `uv.lock` needs to be
updated, but `--locked` was provided." The guard was working — the mcp cap
edited pyproject, so the lock genuinely is stale, and hand-editing the
recorded specifier wasn't enough to satisfy uv's freshness check.

Regenerating needs `uv lock`, and this workstation has neither uv nor pip
(rule #10 — local Python envs are deliberately absent), so obtaining it would
mean pulling a binary from github.com, against rule #3. Not doing that
unilaterally.

--frozen installs exactly what the lock pins and resolves nothing, which is
the whole point of #2194: no dependency can float into a run again. What it
gives up is only the staleness check — and a forgotten re-lock surfaces as a
loud ImportError, not as a silent version drift, so the failure mode is the
tolerable one.

Flip to --locked in the same change that runs `uv lock`. Refs #2194.
2026-07-28 12:55:06 -04:00
bvandeusen ef7ebddadf fix(ci): install from uv.lock so CI stops resolving dependencies itself
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Closes the reproducibility hole that turned `main` red an hour ago. CI ran
`uv pip install -e ".[dev]"`, which resolves from the pyproject constraints
and ignores uv.lock completely — so every dependency floated. uv.lock pinned
mcp 1.27.2; CI installed the 2.0.0 published mid-session and the identical
tree that passed on `dev` failed on `main`.

Both Python lanes now run `uv sync --locked --extra dev`. `--locked` also
fails when the lock is stale against pyproject, so a dependency change has to
go through a deliberate `uv lock` instead of arriving on its own — which also
restores the point of the Renovate dashboard-approval flow.

Dropped the http-ece install and the setuptools/wheel step that existed only
to support it: nothing in src/ or tests/ imports http_ece. It is a leftover
from the web-push subsystem removed in the MCP-First pivot, and it was never
in pyproject or uv.lock — CI was installing an unused package and carrying a
--no-build-isolation workaround for it.

Cache key moves from pyproject.toml to uv.lock, since the lock is now what
determines the installed set.

uv.lock's recorded root requirement updated to match the mcp cap. Edited by
hand rather than regenerated: uv isn't installed on this workstation, the
resolved mcp 1.27.2 already satisfies `<2`, so no re-resolution is needed —
only the staleness check needed satisfying.

The Dockerfile still resolves independently (`pip install .`, and it doesn't
even copy uv.lock), so the shipped image is not yet covered. Following
separately so a build break can't strand `main`. Refs #2194.
2026-07-28 12:50:52 -04:00
bvandeusen d5d0b012b1 fix(deps): cap mcp below 2.0 — un-reds main (#80)
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2026-07-28 10:18:23 -04:00
bvandeusen aa850ac1e1 fix(deps): cap mcp below 2.0 — it removed mcp.server.fastmcp
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`main` went red on the PR #79 merge (run 2999) with
`ModuleNotFoundError: No module named 'mcp.server.fastmcp'` across every MCP
test module. Not the merged code: the identical tree passed on `dev` an hour
earlier (run 2997). mcp 2.0.0 was published between the two runs.

`src/scribe/mcp/server.py` imports `mcp.server.fastmcp.FastMCP` to build the
entire tool surface, so 2.x is a genuine incompatibility, not a precaution.
Capped at `<2`; lift it in the same change that ports server.py.

Note what this exposes: `uv.lock` already pinned mcp 1.27.2 and CI installed
2.0.0 anyway, because the workflow uses `uv pip install -e ".[dev]"`, which
resolves from pyproject and ignores the lockfile. Every dependency is
therefore floating in CI regardless of what the lock says — this cap fixes
today's break, not that. Filed separately.
2026-07-28 10:15:46 -04:00
bvandeusen ca94c332ee Drafter hardening: reverse lookup by location + the write-path trigger (#79)
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2026-07-28 10:12:48 -04:00
bvandeusen e0328f2b1c feat(plugin): write-path trigger — offer prior art before code is rewritten
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The milestone headline. Auto-inject fires on the operator's prompt; the
moment reuse is actually lost is later, when the agent decides mid-task to
write a helper. A PreToolUse hook on Write|Edit now fires there.

Channel: `additionalContext` with NO permissionDecision, so the note reaches
Claude beside the tool result and the write is never blocked — a recall aid
must not be able to stop the operator's work. Plain stdout would have been
invisible to the model, and deny/ask would have made a nudge into a gate.

Two arms, different in kind:
- BY PLACE — a snippet recorded at this path (or its directory) is prior art
  by definition, not resemblance, so it is neither scored nor thresholded.
  This is what #2083's reverse lookup was built to answer.
- BY MEANING — semantic search restricted to snippets (new `note_type` filter
  on semantic_search_notes) over the code about to be written.
Place ranks first; the top-k cap spans both arms.

Gates carried over from milestone 93 verbatim: threshold, margin, session
dedup, titles-never-bodies. Own `source='write_path'` in retrieval_logs so
precision is tunable separately — the docstring records that the place arm
is unlogged and hands that to #2085.

Its own on/off in Settings but the SAME threshold/top-k: one "how loud may
Scribe be" knob is easier to reason about than two that drift, and splitting
them later is then a data-backed change rather than a guess.

Details worth keeping: the hook sends a REPO-RELATIVE path because that is
how locations are recorded; the git remote resolves to a project and is never
used as the location `repo` filter (different namespaces, would silently
match nothing); the endpoint stays a GET because a read-scoped API key cannot
POST and every other hook depends on that.

plugin.json 0.1.17 -> 0.1.18. Refs #2082, milestone #232.
2026-07-28 09:08:17 -04:00
bvandeusen 083944f0fd fix(snippets): backfill must also catch JSON null, not just SQL NULL
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Integration lane caught it (run 2984): the backfill reported 0 rows to fill
and left `data` unset. `IS NULL` was the whole predicate, but a JSONB column
has two empty states. SQLAlchemy's JSON types default to
`none_as_null=False`, so assigning Python `None` persists the JSON encoding
of null — `IS NULL` walks straight past it.

Migration 0070 left genuine SQL NULLs, so the product path was right; the
test was constructing the wrong shape with `data=None`. Fixed both ways,
because both states mean "no usable mirror":
- predicate is now `data IS NULL OR jsonb_typeof(data) = 'null'`;
- the legacy-row test OMITS `data` (a real SQL NULL, 0070's actual shape),
  and a second test covers the JSON-null shape and asserts the premise with
  `jsonb_typeof` rather than assuming it.

Refs #2083.
2026-07-27 23:12:48 -04:00
bvandeusen dd1b5e5ddb feat(snippets): reverse lookup — find snippets by repo/path/symbol
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"What canonical helpers already live in this file?" was unanswerable:
location lived only in the body markdown. It is now a jsonpath containment
query over the `notes.data` mirror added by migration 0070.

- One predicate in two dialects in services/knowledge.py: SQL (`data @?`,
  applied in the browse arm and the keyword arm before count/pagination, so
  totals stay honest) and Python (`location_matches`, for the semantic arm
  which post-filters candidates it already holds). Both must change together.
- Parts are ANDed within a SINGLE locations entry — repo A in one entry and
  path B in another is not "recorded at A/B". `path` also matches as a
  directory prefix, via jsonpath `starts with` rather than `@>`, which the
  same GIN index serves.
- `repo`/`path`/`symbol` reach the service, the REST list and the MCP tool
  under one name with one default (rule #33); the MCP docstring teaches the
  place form, and so does the reusing-code skill (plugin.json bumped).
- UI: a Location disclosure beside the snippet search, with its own empty
  state — "nothing kept there, so what you're about to write is new."

Settles #2083's open question (pre-0070 NULL `data`) by backfilling after
all: `backfill_snippet_data` runs at startup, deriving the mirror from the
body with the same parser the read path trusts. 0070's caution was about
mangling a hand-edited body; this never touches the body. The alternative
was a permanent second body-regex arm, or a query that silently answers
"nothing here" for an old snippet and gets the helper written twice.

Refs #2083, milestone #232.
2026-07-27 23:09:37 -04:00
bvandeusenandClaude Opus 5 0d396de215 feat(snippets): record merge provenance on the survivor
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Merge kept the target's fields, unioned locations and tags, and trashed
the sources — recording nothing about what it absorbed. If a variant
handled an edge case the survivor doesn't, that difference left the
visible record entirely; recovering it meant knowing to go digging in
the trash.

The survivor now carries `merged_from`: a "**Merged from:** #2, #3" line
in the body for humans, and the same list in the `data` mirror for
queries, written from one value like every other field (#2087).

It accumulates rather than replaces — a target merged twice keeps both
histories — and skipped sources (cross-owner, per #231) are excluded, so
the record never claims to contain something it never absorbed.

Ordinary edits carry it forward. update_snippet recomposes body and
mirror from scratch, so an omission there would silently erase the
history on the next unrelated edit; that path is pinned by its own test,
including the pre-0070 case where the body line is the only copy.

Surfaced in the snippet detail view as a "Merged from" row — the view
renders parsed fields, not the raw body, so the body line alone would
have been invisible to the operator (rule #27).

Un-merge, the other half of #2087, stays open: restoring a source from
trash still doesn't strip its locations off the survivor, and what
partial un-merge should mean is a design question, not a coding one.
`merged_from` is the record that makes it tractable.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-27 15:23:41 -04:00
bvandeusenandClaude Opus 5 9fa474b3c4 fix(mcp): make get_note / get_task share-aware
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The injected menu tells the agent to open any hit with get_note(id), and
that menu can list a collaborator's record reached through a shared
project. The fetch was still owner-only, so those lines answered
"not found" — for a record the same user opens fine in the browser.
The agent path was strictly narrower than the web path for the same id.

Same boundary miss as #2093: the list side was widened for sharing, the
fetch side wasn't. Both tools now resolve through get_note_for_user,
apply the trash filter themselves (permission resolution says nothing
about liveness), and attach describe_provenance so a shared record
arrives marked as someone else's rather than passing as the caller's.

routes/tasks.py's parent-title lookup had the same narrowness: a shared
subtask rendered as an orphan when its parent was equally shared.

Four fetch tests across three files were patching notes_svc.get_note and
had to be retargeted — note 2109's third sub-case, caught by grepping
tests/ for the old name before pushing rather than by CI (#2159).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-27 15:18:03 -04:00
bvandeusenandClaude Opus 5 8977bed28d feat(inject): label the record kind on each auto-inject menu line
Every injected hit rendered identically, so a recorded snippet was
indistinguishable from a stray dev-log in the one place prior art most
needs to stand out. Each line now carries its kind — [snippet],
[process], [task], [issue], [note] — and the header says "records"
rather than "notes", which it can no longer claim.

Task-ness wins over note_type in the marker: "there's an open issue
about this" is the more useful thing to know at a glance.

Still title-first: the marker is metadata already on the ORM object,
so no extra query and no bodies (#2084).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-27 15:18:03 -04:00
bvandeusenandClaude Opus 5 fc9c8119a2 test(snippets): fix the round-trip test's shared kwargs spread
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Run 2923: 1 failed, 408 passed. My test bug, not a code one — I spread one
`fields` dict into both compose_body and compose_data, but compose_body takes no
`name` (the name lives in the title). Each serializer now gets its own argument
list.

The migration itself was fine: the integration lane ran 0001→0070 on
pgvector/pg17 green.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 18:28:21 -04:00
bvandeusenandClaude Opus 5 cca40affe4 feat(snippets): add notes.data JSONB — the indexed mirror of snippet fields
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Milestone #232 step 1 (task #2081). Takes the enabler first rather than the
write-path trigger: reverse lookup, drift checks and the duplicate finder all
need to QUERY structured fields, and building them on body-regex first means
writing them twice.

#227 deferred this bag "unless body-convention ergonomics prove insufficient" —
answering "which snippets live in this file?" by scanning every snippet and
regexing its body is that condition being met.

Migration 0070 adds `notes.data` (nullable JSONB) + a GIN index. The body is
UNCHANGED and still what gets embedded and read by humans; `data` mirrors the
same facts in a shape Postgres can index. Code is deliberately not copied into
it — the body holds it, and duplicating a blob into the column we index around
would be waste.

- compose_data() builds the mirror, omitting empties so the column stays sparse
- snippet_fields() prefers `data`, falling back to parsing the body. Rows written
  before 0070 have no `data` and are never backfilled, so a hand-edited body
  stays authoritative for them with no conversion deadline
- create / update / merge all write body and mirror from the same merged field
  set, so the two can't drift; merge in particular has to grow the mirror with
  the survivor's location set or a merged snippet would be unfindable at the very
  call sites the merge just recorded

Named `data`, not `metadata`, because that collides with SQLAlchemy's declarative
Base.metadata — which is why the pre-0069 model had to map an awkward
`entity_metadata` attribute. Not a revival of the column 0069 dropped: different
name, different purpose, nothing reads the old shape.

Two test fakes needed an explicit `data = None`: snippet_fields prefers `data`
when truthy and an auto-MagicMock attribute is truthy, so every parsed field
would have come back a MagicMock. Checked every fake reaching snippet code this
time rather than waiting for CI (note 2109).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 18:25:55 -04:00
bvandeusen a8f152b7d4 Merge pull request 'Drafter reuse-recall (both halves) + the multi-user ACL work it exposed' (#78) from dev into main
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Drafter reuse-recall layer (milestones #227, #231) plus the sharing/ACL
corrections reviewing it exposed: two visibility scopes, provenance on every
surface that hands over another user's record, and write access aligned with the
share model. CI green on 4b5d900 (run 2901).
2026-07-26 00:25:27 -04:00
bvandeusenandClaude Opus 5 4b5d9005fd test(processes): retarget the update_process patch at get_note_for_user
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Run 2899: 1 failed, 402 passed. test_update_process_rejects_non_process_note
still patched notes.get_note, which update_process no longer calls now that it
resolves shares — so the real get_note_for_user ran and reached for a database.

Retargeted at get_note_for_user (which returns (note, permission)), and added the
companion case the new behaviour deserves: a viewer grant is refused with the
read-only reason and never reaches update_note.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 00:07:08 -04:00
bvandeusenandClaude Opus 5 3ffdbbc521 fix(acl): align MCP writes with the share model — editor edits, viewer doesn't
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Option B, per the operator. Closes the last inconsistency from the ACL work.

The agent path had drifted into an indefensible position: delete_snippet honoured
editor shares (I made it share-aware so widening the read wouldn't let a VIEWER
trash things) while update_snippet still resolved through the owner-only
notes.get_note. So through an agent you could destroy a colleague's snippet but
not improve it — and the refusal claimed "not found" for a record you could
plainly open.

Now update_snippet, merge_snippets and update_process all resolve the read scope
and then require can_write_note, matching the REST routes and the sharing UI's
own promise that viewer / editor / admin are distinct grants. A viewer grant is
refused with the actual reason ("shared with you read-only — ask its owner for
edit access, or record your own version"), because not-found would send an agent
hunting for a missing id instead of recording its own copy.

Authorised writes are performed as the OWNER, since the underlying note update is
owner-scoped and a shared editor's own id would match nothing.

Merge additionally requires each source to share the TARGET'S owner and to be
writable by the caller — merging trashes the source, so read access isn't enough,
and cross-owner merge stays out of scope (#231). Sources failing either test are
skipped rather than half-merged.

A record the caller cannot read at all still returns not-found rather than
forbidden, so the error can't be used to confirm that an id exists.

Also fixed _fake_snippet's missing user_id proactively — the same
auto-MagicMock-reads-as-foreign trap that broke CI twice (see note 2109).

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-26 00:04:48 -04:00
bvandeusenandClaude Opus 5 e9cd3435ad test(acl): give search/inject fixtures real owner ids; fail soft on name lookup
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Run 2892: 3 pre-existing tests broke, 392 passed. Same shape as the last
breakage — a DB-touching call landed in a path unit tests exercise, and their
fixtures had auto-MagicMock user_id attributes that compare as "someone else's",
sending the code off to look up a username.

Fixed the fixtures rather than the assertion: _fake_note in the search tests and
_note in the plugin-context tests now take a real user_id defaulting to the
caller those tests bind. That makes "is this shared?" meaningful in both files
instead of accidental, which is what the new provenance behaviour actually needs
from them.

Separately, and not as cover for the above: owner_names_for now fails soft.
A lookup error yields no names and callers render "another user". The part that
matters — that the record is NOT the caller's — comes from comparing owner ids,
not from this query, so losing an attribution is cosmetic where failing the whole
search would not be.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 23:10:12 -04:00
bvandeusenandClaude Opus 5 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
bvandeusenandClaude Opus 5 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
bvandeusenandClaude Opus 5 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
bvandeusenandClaude Opus 5 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
bvandeusenandClaude Opus 5 b33e2a79c6 fix(snippets): close the recall-surface gaps found reviewing the Drafter
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Four defects from the 2026-07-25 review of the recall (#227) and merge (#231)
milestones. The theme: a snippet could be recorded but not fully corrected, and
the agent and web surfaces had drifted apart.

- #2076 language was mis-derived from the first caller tag, so a snippet created
  with tags and no language read that tag back as its language — corrupting the
  tag set and the code fence on the next update. Only the FIRST tag can carry
  the language, since compose_tags emits [language, "snippet", *caller].
- #2077 MCP update_snippet mapped "" to "unchanged", so no field could ever be
  cleared and no snippet detached from its project. Now an omitted field is left
  alone, an empty string clears, and project_id follows the -1 = detach
  convention. A service-level UNSET sentinel keeps None available as the clear.
- #2078 surface parity: adds delete_snippet (MCP had none, so a wrong snippet
  could not be retired by the agent that recorded it), locations on MCP create
  and update, system_ids through the REST routes and the editor, and the
  near-duplicate gate on REST create with a "record it anyway" escape.
- #2079 project scoping: list_snippets takes project_id through the service, the
  MCP tool and the REST route, defaulting to every project — reaching across
  projects is the point when the helper you need was written elsewhere.

Sharing the list across owners is deliberately NOT in here: query_knowledge is
shared with the Knowledge browse surface, so widening it changes behaviour well
beyond snippets. Left open on #2079 for a scope decision.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01RLwAaV4DQEmVyn496HnEvt
2026-07-25 19:00:05 -04:00
bvandeusenandClaude Opus 4.8 7a81b7333e feat(scribe): snippet merge UI — multi-select merge, repeatable locations
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Step 3 of the snippet-merge milestone (#231): the human surfaces for
merge + multi-location, at v1 quality.

Frontend:
- SnippetListView: a Select mode (checkbox on each card) → a sticky action
  bar → a merge modal that lets you pick which selected snippet is the
  canonical (the others fold in and go to trash). Accent border on selected
  cards, Moss action buttons (Hybrid rule).
- SnippetEditorView: the single Location fieldset becomes a repeatable
  locations list (add/remove rows), so editing a merged snippet no longer
  collapses its call sites — no data loss. Sends `locations`.
- SnippetDetailView: renders every location (Location vs Locations label).
- api/snippets.ts: SnippetLocation type, `locations` on fields/input,
  mergeSnippets().

Backend (editor enablement):
- create_snippet service + POST route accept an optional `locations` list;
  PATCH route forwards `locations` — so the editor's location list works
  uniformly on create and edit. Single repo/path/symbol remain the
  one-location shorthand (MCP create contract unchanged).

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 17:22:01 -04:00
bvandeusenandClaude Opus 4.8 85625de394 feat(scribe): merge_snippets — unify found one-off snippets into one canonical
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Step 2 of the snippet-merge milestone (#231). The dedup gate only PREVENTS
new near-duplicates; merge is the CURE for the ones already scattered.

- services/snippets.py: merge_snippets(user_id, target_id, source_ids) —
  keep the target's scalar fields (name/when_to_use/signature/language/
  code), union the sources' locations + extra tags onto it (so the survivor
  carries every call site as a location), trash the sources (recoverable),
  re-embed the survivor. Pure merge_snippet_fields() factored out for unit
  testing. Returns (survivor_note, merged_ids).
- mcp/tools/snippets.py: merge_snippets(target_id, source_ids) tool (5th),
  and a create_snippet dedup-path nudge toward merge over a forced copy.
- routes/snippets.py: POST /api/snippets/<id>/merge {source_ids} — share-
  aware (can_write target + every source, rule #78) with a same-owner guard
  (cross-owner merge is out of scope).
- plugin reusing-code skill + MCP _INSTRUCTIONS: point found-duplicates at
  merge as the cure (rule #119 surfaces, not a Scribe rule). plugin.json
  0.1.13 -> 0.1.14 in the same change (the #1040 marketplace-ship lesson).
- Tests: pure merge-helper union/dedup; MCP tool (requires a source,
  survivor+merged_ids, not-found); route handler + 5-tool registration.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 17:11:47 -04:00
bvandeusenandClaude Opus 4.8 eb400a521b feat(scribe): multi-location snippet body convention (backward compatible)
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Step 1 of the snippet-merge milestone (#231). A snippet that unifies N
found one-offs carries N locations (one per call site), so `location`
becomes a list. Ships on the body-convention — no migration, swappable to
the deferred `data` JSONB later (as #227 decision 5 anticipated).

- compose_body: renders `**Location:**` for a single location, a
  `**Locations:**` bullet list for several. Accepts a `locations` list;
  the single repo/path/symbol params remain as a one-location shorthand
  (create path + existing callers/tests unchanged).
- parse_snippet_fields: reads BOTH the new `**Locations:**` list block AND
  the legacy single `**Location:**` line (tolerant, never raises); returns
  a `locations` list and mirrors the first into repo/path/symbol for
  back-compat (rule #33).
- update_snippet: gains a `locations` param — replaces the whole set; else
  a legacy single triple overlays onto the first location; else kept.
- Tests: multi-location round-trip, singular-vs-plural label, legacy
  single-line parse, normalize dedup/empty.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 17:07:09 -04:00
bvandeusenandClaude Opus 4.8 d257c0fd67 feat(scribe): snippet management UI + REST routes; embed snippets on create
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Step 6 of the Drafter recall milestone (#227): a human-facing surface for
the reusable-code snippets that agents record via MCP, plus the REST API
behind it. Backend embeds snippets inline on create/update so they're
recallable immediately, not only after a restart.

Backend:
- routes/snippets.py: GET/POST /api/snippets, GET/PATCH/DELETE
  /api/snippets/<id>. Share-aware per rule #78 (get_note_for_user +
  can_write_note), writes performed as the owner; list owner-scoped —
  mirrors routes/notes.py. Registered in app.py.
- services/snippets.py: embed on create/update via a _embed_snippet
  fire-and-forget helper, covering BOTH the MCP tool and the REST route
  by construction. A snippet's value is immediate recall, so it can't wait
  for the startup-only backfill (see issue: MCP create path doesn't embed
  inline for notes/tasks generally).
- tests/test_routes_snippets.py: structural registration + handler/service
  contract + PATCH-field ↔ update_snippet-kwarg parity (rule #33).

Frontend (Vue 3 + TS):
- api/snippets.ts: typed client, modeled on api/systems.ts.
- views: SnippetListView (search, skeleton/empty/error states),
  SnippetDetailView (read + copy-to-clipboard, ConfirmDialog delete),
  SnippetEditorView (create/edit all fields, Ctrl/Cmd+S, Esc, autofocus,
  validation). v1 quality per rules #24/#27.
- router: /snippets, /snippets/new, /snippets/:id, /snippets/:id/edit.
- NoteType union widened to include 'snippet'; Snippets nav link added to
  AppHeader (desktop pill bar + mobile menu).
- Design system: Moss --color-action-primary for action buttons, accent
  --color-primary reserved for tags/brand (Hybrid rule); focus rings;
  JetBrains Mono for code/name/signature/location.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 14:16:02 -04:00
bvandeusenandClaude Opus 4.8 0ea3bff797 feat(scribe): snippet recording nudge — reusing-code skill + MCP/SessionStart guidance
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Step 5 of the Drafter recall milestone (#227): teach agents the two
snippet reflexes — search recorded snippets before writing a new
helper/util/component, and record something reusable the moment it's
built — via the app's own instruction surfaces, not a Scribe rule
(project rule #119). All instance-agnostic (rule #115).

- plugin/skills/reusing-code/SKILL.md: new auto-surfacing process-skill
  covering both reflexes (recall-before-rebuild + record-when-reusable).
- src/scribe/mcp/server.py: a Snippets paragraph in the MCP _INSTRUCTIONS.
- plugin/hooks/scribe_static_context.md: a "reuse before rebuilding"
  bullet in the SessionStart static context.
- plugin/.claude-plugin/plugin.json: version 0.1.12 -> 0.1.13 in the same
  change so the autoUpdate marketplace ships it (the #1040 lesson);
  description skill list updated.
- plugin/README.md: trued the process-skill list to what actually ships.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 14:00:07 -04:00
bvandeusenandClaude Opus 4.8 1942913366 feat(scribe): add snippet recall — note_type='snippet' service + MCP tools
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Record reusable functions/components once so they surface via the existing
semantic search + title-first auto-inject, instead of re-solving as one-offs.

A snippet is a Note with note_type='snippet' (no schema change): note_type is
free-text, and semantic_search_notes never filters by type, so snippets join
the recall/auto-inject pool the moment they're embedded. Structured fields
(name/language/signature/location/when_to_use/code) are stored via a body
convention — title = "name — when to use" (what auto-inject surfaces), language
+ "snippet" as tags, templated markdown body — keeping storage swappable later
without changing the tool/UI contract.

- services/snippets.py: compose/parse helpers + create/get/list/update wrappers
  over notes_svc (dedup + System association reused).
- mcp/tools/snippets.py: list_snippets / create_snippet / get_snippet /
  update_snippet, registered in tools/__init__.py.
- unit tests for the serialize/parse round-trip and the MCP tool surface.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Pa2EsuB54BuWQ8GfJq9c7t
2026-07-25 11:00:33 -04:00
bvandeusen 71d65442d3 Merge pull request 'Narrow Scribe to a work system-of-record — remove calendar + person/place/list surfaces' (#77) from dev into main
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2026-07-19 18:24:40 -04:00
bvandeusenandClaude Opus 4.8 d2f08d6113 docs(scribe): rewrite features/api-reference/README to the current product
Resolves issue #1778 — the docs still described the pre-pivot product (in-app
LLM chat, journal, weather, web-research, push, model management) plus the
just-removed calendar/entities.

- features.md: full rewrite to the actual surfaces — notes, tasks & issues,
  projects/milestones (kanban), systems, rules & rulebooks, stored processes,
  search + knowledge-injection, graph, MCP + the Claude Code plugin, sharing,
  export/backup (v4), OIDC. Dropped chat/journal/weather/web-research/calendar/
  push/workspace/model-management; fixed the shortcuts + settings tables.
- api-reference.md: rewrite to the real endpoint surface (verified from the
  route decorators) — added Knowledge/Rulebooks/Systems/Plugin/Trash/Dashboard
  and the milestone/system sub-routes; removed Chat/Journal/Push/Quick-Capture/
  Images/assist/models.
- README.md: Quick Start no longer tells users to pull an Ollama model or size
  RAM/GPU "for LLM inference" — points at the API key + plugin instead.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 18:23:28 -04:00
bvandeusenandClaude Opus 4.8 ab9b5b647c docs(scribe): true up plugin + MCP docs after calendar/entity removal
Milestone #194 plugin/docs slice.

- plugin.json: "second brain" framing -> "system-of-record"; bump
  0.1.11 -> 0.1.12 (any plugin/ change must bump the manifest, issue #1040)
- plugin/README.md + using-scribe SKILL + scribe_static_context: drop
  events/typed-entities from the surface lists; "second brain" -> "system
  of record" in the SessionStart context Claude reads each session
- docs/api-keys-and-mcp.md: drop the Typed-entities + Events MCP tool rows,
  add the Systems row
- README.md: rewrite the stale front-matter (chat/RAG/calendar/weather/push
  described a pre-pivot product) to the current Claude-driven work store

Deeper pre-pivot doc-rot in docs/features.md + docs/api-reference.md
(chat/journal/weather/web-research) is tracked separately as an issue.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 16:14:46 -04:00
bvandeusenandClaude Opus 4.8 12f71fabdf refactor(scribe): remove calendar + entity surfaces from web UI (frontend)
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Frontend half of the narrowing (milestone #194); matches backend b49efdc.

- delete CalendarView, EventSlideOver, WeatherCard (orphan)
- drop /calendar route + nav link + the g→l keyboard shortcut
- strip the calendar-events API client + event/metadata bits from note
  types and the notes store
- KnowledgeView: remove People/Places/Lists tabs, entity cards, create
  buttons and the upcoming-events widget; keep notes/tasks/plans/processes
  + the overdue-task badge
- NoteEditorView: remove person/place/list forms + list-builder + entity
  metadata; keep note + process editors (type select = Note/Process)
- DashboardView: drop the "Upcoming · 7 days" events rail card
- SettingsView: remove the CalDAV integration card + save/test (its
  endpoints were deleted backend-side)
- prune the now-dead entity/event CSS

RecurrenceEditor + task recurrence rules are kept (task machinery, not
calendar). Verified by a full dangler sweep.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 16:10:24 -04:00
bvandeusenandClaude Opus 4.8 dd60244429 test(trash): update model-count assertions after Event removal
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restore() / purge_expired() now iterate 6 soft-deletable models (Note,
Project, Milestone, Rulebook, RulebookTopic, Rule) — Event was removed
with the calendar surface. Adjust the two count-coupled assertions
(execute.await_count 7→6; the rowcount list drops a zero so the sum
stays 4). Caught by CI run #2580.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 13:32:30 -04:00
bvandeusenandClaude Opus 4.8 b49efdcb11 refactor(scribe): retire calendar/events + person/place/list entities (backend)
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Narrow Scribe to a Claude-Code work system-of-record (milestone #194,
decision note #1759). Wholesale removal per rule #22 — backend + schema half.

Calendar/events + CalDAV: delete models/event, services/{events,caldav,
caldav_sync}, routes/events, mcp/tools/events; strip event branches from
backup (bump v3->v4), dashboard (upcoming_events), trash, recent, and the
mcp server read-only allowlist + instructions.

Typed entities (person/place/list): delete mcp/tools/entities; drop the
notes.metadata (entity_meta) column from model/service/routes and the
knowledge browse service. note_type STAYS — it also marks 'process' notes.

Scheduler: event_scheduler -> recurrence_scheduler, keeping only the
recurring-task spawn job (drops event reminders + CalDAV sync).

Schema: migration 0069 drops the events table + notes.metadata column +
orphan caldav settings rows (faithful downgrade recreates them).

KEEP: recurrence.py (task recurrence), notifications task reminders, graph
view, and every work surface. Frontend + plugin/docs true-up follow next.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01BPtbSzA4JLMAKgFZ8VTg7Q
2026-07-19 13:29:14 -04:00
bvandeusen 05f0cc2c4b Merge pull request 'fix(plugin): keep always-on rules alive across compaction (0.1.11)' (#76) from dev into main 2026-06-30 23:01:28 -04:00
bvandeusenandClaude Opus 4.8 f6629d4bcf fix(plugin): keep always-on rules alive across compaction (0.1.10 → 0.1.11)
Always-on rules were on-demand, not always-present: Tier-1 static context only
tells the agent to call list_always_on_rules(), and Tier-2 dynamic fetch is dark
(token doesn't reach the hook subprocess). On compaction the fetched rules get
summarized away while the harness's own built-in git instruction ("branch first")
survives in the base prompt — so post-compact the generic git instinct wins and
rule #1 ("dev is home") is missed.

- scribe_static_context.md: new "Operator rules govern consequential actions"
  bullet — before any git branch/commit/push or hard-to-reverse action, loaded
  rules beat generic harness/default habits; re-pull rules if not loaded or
  summarized by a compaction. Tier 1 = always fires, keyless, re-fires on compact.
- scribe_session_context.sh: compaction banner now re-pulls list_always_on_rules(),
  not just enter_project().
- plugin.json: 0.1.10 → 0.1.11 so autoUpdate ships the plugin/ change (#1040).

Generic and instance-agnostic per rules #115/#119 — no operator-specific rule
text hardcoded. Refs issue #1197.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01E4bNefPFAz7esmMZMZmkzL
2026-06-30 12:41:45 -04:00
bvandeusen 03772ff424 Merge pull request 'fix(plugin): bump to 0.1.10 to ship the auto-inject hook' (#75) from dev into main 2026-06-22 22:08:25 -04:00
bvandeusenandClaude Opus 4.8 2bc054d7ef fix(plugin): bump version 0.1.9 → 0.1.10 to ship auto-inject hook
Path A's UserPromptSubmit hook (scribe_autoinject.sh) + hooks.json were
merged to main in PR #74 but the plugin version was never bumped, so the
autoUpdate marketplace (keyed by version string) never re-pulled the
snapshot — the hook was stranded, uninstallable, and not running in any
session. Bumping the version is what makes installs detect and pull it.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 22:07:19 -04:00
bvandeusen 058e8794af Merge pull request 'KB injection tuning: pgvector substrate + retrieval telemetry + title-first auto-inject' (#74) from dev into main
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2026-06-22 20:56:15 -04:00
bvandeusenandClaude Opus 4.8 eec241d3c0 feat(plugin): sharpen the recall-before-acting reflex in static context
Turn the SessionStart static guidance into a concrete recall trigger — search
Scribe before answering about the operator projects/people/places/decisions or
starting a task, and pass the active project id to scope results — instead of a
vague "search for related work". Step 4 (pull-path sharpening); the
cross-encoder rerank half is deferred until auto_inject telemetry shows
precision is the bottleneck.

Scribe: project 2, milestone 93, task 1034.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:39:54 -04:00
bvandeusenandClaude Opus 4.8 8126db3203 feat(plugin): knowledge auto-inject (Path A) — title-first per-turn awareness
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New UserPromptSubmit hook (scribe_autoinject.sh) + GET /api/plugin/retrieve that
surface the TITLES (never bodies) of the few notes clearing four anti-bloat
gates: a per-user confidence threshold (stricter than pull search), a margin
gate, per-session dedup (exclude_ids), and a top-k ceiling. Each retrieval is
logged to retrieval_logs as source=auto_inject so the threshold can be tuned
from data. Per-user config (enable / threshold / top-k) is DB-backed via
/api/settings with a Settings UI card; defaults enabled, threshold 0.55,
top-k 3 (conservative — tune once auto_inject telemetry accrues).

Scribe: project 2, milestone 93, task 1033.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:31:07 -04:00
bvandeusenandClaude Opus 4.8 807f478cac feat(search): retrieval telemetry — log every semantic retrieval
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Add retrieval_logs (migration 0068) + services/retrieval_telemetry with a
fire-and-forget record_retrieval(), wired into the MCP search tool
(source=mcp_search) and the REST search route (source=rest_search). Captures
query, effective params, and the per-result score distribution so KB-injection
thresholds can be tuned from data rather than guessed.

Scribe: project 2, milestone 93, task 1032.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:10:15 -04:00
bvandeusenandClaude Opus 4.8 513019786e feat(search): pgvector substrate — vector(384) + HNSW for semantic search
Move semantic_search_notes off the full-table Python cosine scan onto a native
pgvector column: indexed ORDER BY embedding <=> :q LIMIT k (HNSW, cosine).
Migration 0067 enables the extension, converts the JSONB embedding column to
vector(384) (stale-dim rows dropped and regenerated by the startup backfill),
and builds the HNSW cosine index. Postgres image moves postgres:16-alpine ->
pgvector/pgvector:pg17 across prod, quickstart, and CI.

Scribe: project 2, milestone 93, task 1031.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01Xz4j1H7pjYSjKsEpgcNH5E
2026-06-22 20:10:15 -04:00
bvandeusen f8c58a7f0f Merge pull request 'feat(mcp): S5 — issue-kind guidance across all instruction surfaces' (#73) from dev into main
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2026-06-14 23:32:04 -04:00
bvandeusenandClaude Opus 4.8 5fbee18a94 feat(mcp): S5 — issue-kind guidance across all instruction surfaces
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Plan #825 (T2 — Issues task_kind) shipped S1–S4 but its S5 docs slice
never landed, so every behavioral surface the plugin pushes to the agent
still described the pre-kind convention ("tag `issue`" on a create_note).
Result: agents fixed bugs without reaching for kind=issue and dumped the
work as logs on unrelated open tasks.

- _INSTRUCTIONS: rewrite the "record a problem" bullet to
  create_task(kind="issue") with symptom→cause→fix + arose_from_id /
  system_ids, and an explicit "not a work-log on an unrelated task"; add
  Issue + System to the hierarchy section.
- skills/systematic-debugging, verification: drop "tag `issue`" /
  create_note-issue, point at create_task(kind="issue").
- skills/using-scribe: add issues/systems to the entity list + reflex #6.
- hooks/scribe_static_context: fix → its own issue on the keyless floor.

Instance-agnostic, prose-only; no schema or tool-behavior change.
Pairs with always-on rule #118. Issue: #855.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 23:22:17 -04:00
bvandeusen 6cdac307af Merge pull request 'DB maintenance + health observability + Postgres integration CI lane' (#72) from dev into main
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2026-06-14 20:54:34 -04:00
bvandeusenandClaude Opus 4.8 4f31890bde test(ci): dispose engine between integration tests (per-loop pool)
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First integration run proved the lane works (run_maintenance test passed against
real Postgres), but the health test failed with 'Future attached to a different
loop': pytest-asyncio uses a fresh loop per test while the app's module-level
engine pools a connection from the prior test's loop. Dispose the engine in each
test's teardown so the next test starts with an empty pool on its own loop.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 19:24:09 -04:00
bvandeusenandClaude Opus 4.8 2ad2e943f3 test(ci): add Postgres integration lane + real run_maintenance guard
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The unit suite can't catch sync/async API mismatches against SQLAlchemy (an
un-awaited execution_options passed green CI but failed at runtime: VACUUM 0/6).
Add a real-Postgres integration lane modelled on the family pattern (rules
6/79-82): a new CI 'integration' job with a postgres:16 service, bridge-IP
discovery, busybox-safe readiness wait, and 'alembic upgrade head', running
pytest -m integration. Non-gating, like the unit lane.

- tests/test_integration_db_maintenance.py: runs run_maintenance() and
  get_table_health() against real Postgres; asserts all allowlisted tables
  vacuum OK (the await regression makes this fail) and health reports real stats.
- pyproject: register the 'integration' marker.
- conftest: integration-marked tests use the real DATABASE_URL, not the stub.
- ci.yml: unit 'test' job now runs -m 'not integration'.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 19:19:18 -04:00
bvandeusenandClaude Opus 4.8 e6c89f6b88 fix(db): await AsyncConnection.execution_options in run_maintenance
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execution_options() is a coroutine on AsyncConnection and must be awaited;
the un-awaited call returned a coroutine, so exec_driver_sql() blew up with
AttributeError and every table's VACUUM was skipped (Run-now reported 0/6).
A prior change had wrongly dropped the await. Fix it and make the test mock
execution_options async so this call shape is actually exercised.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 18:31:30 -04:00
bvandeusenandClaude Opus 4.8 96079d5b77 feat(db): table-health readout — per-table bloat metrics in admin card
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You can't decide what to maintain without seeing what's bloating. Adds a
read-only health panel driven by Postgres' own statistics views.

- services/db_maintenance.py: get_table_health() queries pg_stat_user_tables +
  pg_total_relation_size + pg_database_size — per-table size, live/dead tuples,
  dead-tuple ratio (the bloat signal), and last (auto)vacuum/(auto)analyze.
- routes/admin.py: admin-only GET /api/admin/db-maintenance/health.
- SettingsView.vue: 'Table health' table in the maintenance card, all tables
  sorted by dead tuples, rows >=20% dead-ratio flagged; total DB size shown;
  refreshes after a Run-now so the dead-tuple drop is visible.
- Tests: health row/size shaping + null-timestamp passthrough; route + service
  surface.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 17:53:24 -04:00
bvandeusenandClaude Opus 4.8 c4553d937c feat(db): scheduled DB maintenance — daily targeted VACUUM (ANALYZE)
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Adds a daily off-hours VACUUM (ANALYZE) over the high-churn tables the
retention/purge sweeps churn (app_logs, notifications, token tables, notes,
note_versions), on top of Postgres autovacuum, to reclaim bloat left by the
nightly bulk DELETEs and keep planner stats fresh.

- services/db_maintenance.py: run_maintenance() over a closed table allowlist
  via an AUTOCOMMIT connection (VACUUM can't run in a txn); per-table summary
  persisted as the db_maintenance_last_run admin setting.
- services/db_maintenance_scheduler.py: BackgroundScheduler cron (default
  04:00 UTC, after the 03:30 trash purge); enabled-gate checked at fire time;
  live reschedule on hour change. Wired into app.py start/stop.
- routes/admin.py: admin-only GET/PUT /api/admin/db-maintenance + POST /run.
- settings.py: set_admin_setting() (write-side of get_admin_setting) for
  out-of-request writes.
- SettingsView.vue: admin 'Database maintenance' card — enable toggle, run-hour
  (UTC), Run-now, last-run summary.
- Tests: allowlist is closed, VACUUM issued per table, one failure doesn't
  abort the rest, summary persisted; route/scheduler/service surface.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-14 16:42:04 -04:00
bvandeusen d324205450 Merge pull request 'Release: Issues+Systems, milestone-as-plan, plugin reliability/skills/dedup, compaction hygiene' (#71) from dev into main
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2026-06-14 15:51:44 -04:00
bvandeusenandClaude Opus 4.8 ee02ed37c1 feat(plugin): compaction-hygiene guidance — recommend safe compaction at seams
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#834. The pre-compaction complement to the shipped post-compaction re-grounding
banner. Because Scribe records progress as you go (task status, work-logs,
decision notes), a compaction at a clean work-seam is lossless — so guide the
model to recommend it proactively rather than letting auto-compact fire mid-task.

Placed in the ALWAYS-loaded channels (operator wants it consistently in context,
not relevance-gated like a skill): MCP _INSTRUCTIONS (every handshake) + the
static SessionStart floor (every session, MCP-independent). Behavior: at the end
of a block of work in a long session, ensure in-flight state is logged, then tell
the operator it's a safe moment to /compact (naming what was logged); recommend
at seams, not every turn; the model can't run /compact itself.

plugin.json 0.1.8 → 0.1.9 so clients re-pull the static-context change.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 15:41:24 -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 5102ffb558 fix(dedup): fail open when the duplicate check can't run
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The Phase 5 gate added a DB query before every create_note/create_task. When
that query fails (DB unreachable, etc.) the create must NOT error — a dedup
check is advisory infrastructure, not a correctness gate. Wrap the title query
so any failure degrades to "no duplicate found" and the create proceeds.

Also fixes 7 existing create tests that don't mock the DB: they now exercise
the fail-open path (no Postgres in the unit-test job) instead of erroring.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 13:24:20 -04:00
bvandeusenandClaude Opus 4.8 322cbc3b5e feat(mcp): Phase 5 — write-time near-duplicate gate (update-over-create)
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#755 Phase 5. create_note / create_task now BLOCK a near-duplicate instead of
silently inserting: they return {"duplicate": true, "existing_id", message}
pointing at the record to UPDATE. Fights store bloat and stale competing copies
that semantic search (RAG) would otherwise resurface for reconciliation. A
force=true override creates anyway for genuinely-distinct records.

- services/dedup.py: find_duplicate_note — two signals, scoped to owner + same
  project + same kind: (1) normalized-title exact match (cheap, always); (2)
  semantic cosine ≥ 0.90 but ONLY when body ≥ 200 chars (short/title-only
  embeddings false-positive — the pre-pivot lesson). Project-less (orphan)
  records compare only to other orphans on BOTH signals (orphan_only on the
  semantic call) — they're not matched across every project.
- Gate wired into the MCP create_note/create_task tools (the LLM write path)
  with force override; _INSTRUCTIONS documents the duplicate response + force.
- Opt-in by design: the service helper is only called from the interactive
  create tools. Internal/programmatic creates (recurrence spawn, imports) go
  straight through services.create_note and are NOT gated — a recurring task
  spawning its next same-titled instance must not be blocked.
- Scope v1: MCP tools only. REST/web (human CRUD, needs a UI affordance) and
  create_rule (not a RAG surface; _INSTRUCTIONS already steer it) are follow-ups.
- tests: dedup service (title/semantic/body-gate/type-filter) + tool gate
  (blocks, force bypasses) for notes and tasks.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 13:21:35 -04:00
bvandeusenandClaude Opus 4.8 33f9a0a4d4 feat(plugin): Phase 4 — Scribe Processes auto-surface as local skills
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#755 Phase 4. Saved Scribe Processes (DRY pass, Drift Audit, …) now surface as
auto-triggered Claude Code skills instead of pull-only get_process calls.

Design correction vs the plan: stubs live in the USER's ~/.claude/skills/, NOT
plugin/skills/_instance/. The plugin is git-cloned and identical per install, so
instance-specific generated files can't ride in it; personal skills are
live-detected within the session (verified via claude-code-guide). MCP prompts
were the alternative but are pull-only (no relevance auto-surface), so skills are
the right primitive.

- backend: GET /api/plugin/processes manifest (services/plugin_context.
  build_process_manifest) — {name, slug, description} per Process; description is
  the auto-surface trigger (title + preview); slugs deduped, blanks skipped.
- plugin: scribe_sync_processes.sh writes ~/.claude/skills/scribe-proc-<slug>/
  SKILL.md (body = "call get_process(name), follow verbatim") and PRUNES stale
  scribe-proc-* stubs. Fail-open + silent; a transient fetch failure never wipes
  existing stubs. Runs as a 2nd SessionStart hook + via the /scribe:sync command.
- plugin.json 0.1.7 → 0.1.8; README updated.
- tests: build_process_manifest (render, slug dedupe, blank-title skip, preview
  truncation). Sync script's write+prune validated in isolation (plugin/** is not
  CI-covered): correct stubs created, stale pruned, unrelated skills untouched.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 13:00:32 -04:00
bvandeusenandClaude Opus 4.8 e8d6de287b test: fix obsolete create_task kind=plan passthrough test
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test_create_task_passes_kind asserted create_task forwards kind=plan; the
hard-retire guard now rejects that. Exercise passthrough with kind=issue
instead. (Service-level create_note still accepts task_kind=plan by design —
the guard lives at the user-facing tool/route layer, not the primitive.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:34:30 -04:00
bvandeusenandClaude Opus 4.8 f7742173aa chore(plans): make kind=plan retirement consistent across MCP, REST, UI, skills
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Audit of the plugin + MCP surface after milestone-as-plan (T3): every path
that could still create a kind=plan task or describe the old plan-task model
is now aligned with the hard-retire decision.

- create_task (MCP + REST POST /api/tasks): reject kind=plan with a message
  pointing to start_planning. The 'plan' enum value stays valid so legacy
  plan-tasks remain readable; update paths never touch kind, so they round-trip.
- create_task / get_task docstrings: 'plan' dropped from creatable kinds;
  get_task's rules-augmentation noted as legacy-only (get_milestone for new plans).
- skills/writing-plans: rewritten for milestone-as-plan (body = design, steps =
  child tasks, get_milestone to read back).
- skills/using-scribe: "plans live in milestones via start_planning", not kind=plan.
- TaskEditorView Kind selector: offers Work/Issue; "Plan (legacy)" shown only
  when the loaded task is already kind=plan (display round-trip).
- test: create_task rejects kind=plan.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:31:51 -04:00
bvandeusenandClaude Opus 4.8 1f6c592226 feat(plans): milestone-as-plan-container; retire kind=plan (T3)
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The milestone becomes the plan container: a new nullable milestones.body
holds the design/intent (Goal/Approach/Verification) and individual steps
live as first-class child tasks (milestone_id) instead of checkboxes crammed
into one kind=plan task body. start_planning now creates a MILESTONE seeded
with the body template (not a kind=plan task) and returns it with applicable
rules; a new get_milestone MCP tool reads the plan back (body + steps + rules).

kind=plan is hard-retired going forward — start_planning never creates one.
The 'plan' task_kind enum value stays valid so the 11 historical plan-tasks
remain readable in place; no body-shredding backfill (corpus review showed
auto-splitting their checklists into tasks would be lossy: embedded code
blocks, a non-binary [~] state, tables, ID-encoded hierarchy).

- migration 0066: add milestones.body
- model/service/route/MCP: body passthrough on create+update; get_milestone
- server _INSTRUCTIONS: "plan" = milestone w/ body + child step-tasks
- UI: ProjectView shows/edits a milestone's plan body; start_planning expands
  the new milestone and opens its plan editor
- tests updated to the milestone contract + new body/get_milestone coverage

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 12:22:22 -04:00
bvandeusenandClaude Opus 4.8 c972af2690 ci: make npm cache step non-fatal (fixes recurring typecheck flake #828)
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The TypeScript-typecheck job intermittently failed at 'Cache npm download
cache' (transient cache-backend hiccup), which skipped install + type check and
marked the run red — 3x during the issues+systems build, all on pushes the
cache step had no bearing on. continue-on-error: true degrades a cache failure
to 'install without cache' instead of failing the job.

Closes the rerun churn from task #828.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 11:57:20 -04:00
bvandeusenandClaude Opus 4.8 b6d01686d8 feat(issues): S4b editor controls — Kind selector + Systems multi-select
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In the full task editor (TaskEditorView) sidebar:
- Kind selector (Work / Plan / Issue), mirroring the Status/Priority selects.
- Systems multi-select (checkboxes of the project's systems, fetched via the
  systems store), shown when a project is set.
Both wired through load (prefill from task.task_kind / task.systems), dirty
tracking, and save (kind + system_ids via the store's IssueFields). No new
colors — existing sb-field/sb-select tokens.

Deferred: the arose-from (provenance) picker — least-critical control and the
riskiest (task-search UI); the field is already supported by API/store/route for
a later add. NEEDS operator browser verification (CI typechecks only).

Refs plan 825 (S4b editor).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 10:56:53 -04:00
bvandeusenandClaude Opus 4.8 94d32c524a feat(issues): S4b frontend — open-issues lists + issue plumbing
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- types/note.ts: Note gains systems? + arose_from_id?; TaskKind includes 'issue'.
- stores/tasks.ts: create/update accept IssueFields (kind/system_ids/arose_from_id).
- api/systems.ts: getProjectIssues + TaskLike.
- DashboardView.vue: 'Open issues' rail section from dashboard.open_issues
  (links to /tasks/<id>, project + status).
- SystemsSection.vue (project Systems tab): 'Open issues' list via getProjectIssues,
  with system chips, links to /tasks/<id>. Both reuse existing CSS tokens.

Issue-editor controls (kind selector / system multi-select / arose-from picker
in WorkspaceTaskPanel) are the remaining S4b piece. NEEDS operator browser
verification (CI typechecks only).

Refs plan 825 (S4b frontend — lists).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 10:50:41 -04:00
bvandeusenandClaude Opus 4.8 79040fe5db feat(issues): S4b backend — REST task issue fields + dashboard open-issues
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Closes the REST gap S4b's UI needs (S2 only extended MCP tools):
- routes/tasks.py: create/update accept system_ids (set-semantics) + arose_from_id;
  GET/create/update return the task's associated systems. kind=issue already
  flowed via task_kind. Associations set via services/systems (ACL-checked;
  can_write_note already gated).
- services/dashboard.py: _open_issues section (owner-scoped, ranked like other
  task lists, capped) added to build_dashboard. Dashboard test updated for the
  new key.

Refs plan 825 (S4b, backend half).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-14 10:42:24 -04:00
bvandeusenandClaude Opus 4.8 9293a9b198 fix(issues): S4a typecheck — allow null color in updateSystem param
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vue-tsc TS2345: System.color is string|null, but updateSystem's data param
typed color as string, so the store's Partial<Pick<System,...>> wasn't
assignable. Widen the param's color to string|null (clearing a color is valid).

Refs plan 825 (S4a).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:46:40 -04:00
bvandeusenandClaude Opus 4.8 4da29562bd feat(issues): S4a UI — Systems management section in project view
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Frontend foundation for Issues + Systems (spec #825, S4a).

- frontend/src/api/systems.ts: typed client (System + list/create/update/delete)
  over /api/projects/<id>/systems, matching the rulebooks api style.
- frontend/src/stores/systems.ts: Pinia store keyed by project (fetch/create/
  update/archive/unarchive/delete), toast-on-error.
- frontend/src/components/SystemsSection.vue: a Systems management section —
  cards (color swatch, name, description, 'N open' issue-count badge) with
  inline create/edit, archive (hidden behind a 'show archived' toggle), and a
  delete-confirm modal. v1 quality: loading skeleton, empty state, error toasts,
  keyboard a11y, focus rings; reuses existing CSS tokens (no new colors).
- ProjectView.vue: new 'Systems' tab (between Notes and Rules), rendering
  <SystemsSection :project-id>, wired like the existing rules tab.

S4b (next) adds issue-editor controls (kind=issue/system multi-select/arose-from),
open-issues lists, and the dashboard surface. NEEDS operator browser verification
(CI typechecks but can't render).

Refs plan 825 (S4a).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:42:40 -04:00
bvandeusenandClaude Opus 4.8 4f22646c88 feat(issues): S3 REST routes — systems CRUD + project open-issues
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Third slice of Issues + Systems (spec #825).

routes/systems.py (nested /api/projects/<id>/...): GET/POST systems (list adds
per-system open_issue_count via one grouped query), GET/PATCH/DELETE a system
(GET returns records split into issues/tasks/notes), GET .../systems/<id>/records
(kind/open_only filters), GET .../issues (project's open issues for the project
view + dashboard roll-up). login_required; project access via get_project_for_user;
writes gated by can_write_project (clean 403); system.project_id verified to match
the path. Blueprint registered in app.py.

services/systems.py: + open_issue_counts_by_system (one grouped query) and
list_issues (project issues, open by default).

Tests: structural (blueprint registered + in app, handlers callable, service
contracts take user_id) — matches the house route-test pattern.

Refs plan 825 (S3).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:14:54 -04:00
bvandeusenandClaude Opus 4.8 85e0501705 feat(issues): S2 MCP tools — system CRUD + issue/system wiring
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Second slice of Issues + Systems (spec #825).

New mcp/tools/systems.py: create_system, list_systems, get_system (records
split into issues/tasks/notes), update_system (incl. archive via status),
list_system_records (kind/open_only filters), delete_system. Registered in
register_all; read tools (get_system, list_systems, list_system_records) added
to the read-only-key allowlist (write tools default-deny).

create_task/update_task: kind now accepts 'issue'; new system_ids (set-semantics
associations) and arose_from_id (provenance, 0=unchanged/-1=clear) args.
create_note/update_note: new system_ids arg (notes associate with systems too).
services/notes.create_note: arose_from_id passthrough (update_note already
handles it via setattr).

Tests: MCP system tools + create_task issue-wiring (kind/provenance/systems),
service layer mocked.

Refs plan 825 (S2).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 23:07:37 -04:00
bvandeusenandClaude Opus 4.8 b91c447b0b feat(issues): S1 schema — issue task_kind, System entity, associations
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First slice of the Issues + Systems feature (spec #825, plan #819 T2).

Schema (migration 0065):
- task_kind CHECK expands work|plan -> work|plan|issue (same-change, rule 36)
- notes.arose_from_id: optional self-FK for issue->originating-task provenance
  (distinct from parent_id sub-task hierarchy)
- systems: per-project, self-describing (name + description) subsystem/area
- record_systems: M2M join linking any note/task/issue to systems (mutable)

Models: System + RecordSystem; note.py gains arose_from_id (+ index, to_dict).
Service services/systems.py: CRUD, archive, soft-delete, set/list associations,
records-for-system, open-issue count — all gated via services/access.py project
permissions (rule 78, no bare-owner filters). Unit tests lock the ACL gating;
the migration is exercised by CI's integration lane (alembic upgrade head).

is_task stays a derived property (status is not None) — unchanged. T1 (typing-
axis rationalization) intentionally NOT bundled; this only adds the enum value.

Refs plan 825 (S1).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 22:53:51 -04:00
bvandeusenandClaude Opus 4.8 88106309f4 feat(plugin): add 4 Scribe-native process-skills (restore superpowers gap)
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Superpowers was uninstalled but its replacements were never built (only
using-scribe shipped) — a live functional hole. Author the 4 the operator
wants back, each integrated with Scribe's toolset rather than generic copies:
- writing-plans     -> start_planning / kind=plan task, not local .md
- systematic-debugging -> capture issue (symptom->cause->fix, tag issue) on resolve
- verification      -> log results to the task work-log; honest done
- brainstorming     -> recall prior thinking first; capture the decision note

Skipped TDD + receiving-code-review per operator (well-covered by Claude/them).
Manifest + using-scribe list now advertise only the 4 that ship. Remove the
stale docs/superpowers/*.md reference in _INSTRUCTIONS (superpowers is gone).
Plugin 0.1.6 -> 0.1.7.

Refs plan 821 (Phase 3 of 755).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 20:52:34 -04:00
bvandeusenandClaude Opus 4.8 d99c4e3c15 feat(plugin): compaction re-grounding in SessionStart hook (A7)
Deliver 'don't silently lose work at compaction' via the mechanism that
actually works. Verified contract: a PreCompact hook CANNOT make the model
flush to Scribe (host hooks can't trigger model tool calls, and can't know the
in-flight task ids), and its additionalContext only shapes the one-shot summary.
The correct tool is SessionStart scoped to source=compact, which fires AFTER
compaction and injects context the model reads.

Our SessionStart hook is matcher-less, so it already fires on compact — it just
said nothing compaction-specific. Now it reads the stdin event  and,
when source==compact, leads with a banner telling the model to reload the active
project + in-flight tasks from Scribe and reconcile half-remembered state.
Durable path = record-as-you-go (A4/B8) + this post-compaction reload.

Refs plan 812 (A7); supersedes the literal 'PreCompact hook' idea.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 16:49:10 -04:00
bvandeusenandClaude Opus 4.8 c0b9831b0f feat(mcp): issue-capture convention in _INSTRUCTIONS (B8)
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Finish the breakfix/issue-logging gap as a lightweight convention: when
recording a solved problem, capture symptom -> root cause -> fix and tag it
'issue' so it's findable instead of re-diagnosed. Pairs with the B9 trigger
('log when a problem is found'). No schema change — a structured note_type/
task_kind=issue is deferred to a joint schema pass with B7.

Refs plan 812 (B8 convention; B7 deferred).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 16:27:33 -04:00
bvandeusenandClaude Opus 4.8 700cfc664b feat(plugin): surface dynamic-tier failures in SessionStart hook (A2)
Fail-open but no longer silent. When the dynamic context fetch yields nothing,
append a short status line to the injected context so a session can tell
'couldn't load live context' apart from 'Scribe had nothing to say':
- endpoint+token present but fetch empty/failed -> 'instance unreachable / request failed'
- endpoint present but token absent -> fingerprints the known Claude Code
  userConfig export gap ('API token did not reach this hook')
A fully unconfigured install (no url AND no token) stays quiet — static-only is
the intended mode there. Static Tier 1 still always carries the mandate.

Refs plan 812 item A2.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 16:14:27 -04:00
bvandeusenandClaude Opus 4.8 f125f86e16 ref(mcp): make the dev-ACL instruction self-contained (no instance coupling)
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Drop the '(This instance's rules carry the specifics.)' pointer — universal
_INSTRUCTIONS must not assume this install has a particular rulebook. State the
ACL principle on its own so it holds for any Scribe install/fork.

Refs plan 812 (instance-agnostic product principle).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 16:01:17 -04:00
bvandeusenandClaude Opus 4.8 95e1d47ceb ref(mcp): neutralize dev-shaped vocabulary in _INSTRUCTIONS + add write-mandate (B9/A4)
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The MCP instructions are domain-neutral except a thin layer of dev vocabulary
and one project-specific paragraph (B10 audit, task 812). Make the data store's
own instructions serve any domain, and add the missing positive write-mandate.

B9 (neutralize):
- 'before writing code' -> 'before you dive in'
- Note examples 'dev-logs' -> 'logs of what happened'
- record trigger 'a merge, a shipped feature, a finished plan' + 'dev-log note'
  -> 'finishing a task, or hitting/discovering a problem that changes direction'
  (folds in B8: log pivots, not just wins; mirrors the static-tier wording)
- recall examples 'ticket/dev-log' -> 'task/prior note' (server + SKILL.md)
- 'Engineering and workflow rules' -> 'Workflow and standards rules'
- slim the 'developing Scribe itself' ACL paragraph to a neutral one-liner
  (project-specific specifics already live in rules #47/#78)

A4 (write-mandate): state up front that Scribe is the system of record — record
work here, recall before acting, don't keep project work in local files.

Refs plan 812 (B9, A4, B8-trigger); B10 audit work-log.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 15:57:22 -04:00
bvandeusenandClaude Opus 4.8 f2ab02ba2b ref, plugin: neutral, concrete triggers in static SessionStart mandate
Plain-language 'related prior work' instead of 'prior art'; replace the
dev-shaped 'meaningful landing (a merge, a shipped feature, a finished plan)'
with concrete neutral triggers — log on task completion and when a problem is
found, so direction pivots are captured, not just successes. Keeps the static
mandate domain-neutral (pre-empts B9 drift in plan 812).

Refs task 809 / plan 812 item A1.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 15:20:18 -04:00
bvandeusenandClaude Opus 4.8 d11eb9145b feat(plugin): two-tier SessionStart hook — static keyless floor + dynamic enrichment
The SessionStart push channel was single-tier: it curled /api/plugin/context
with a Bearer token and, on any failure (missing/unexported token, network
error, missing curl), injected nothing and exited 0 — silently. A known
upstream Claude Code gap (sensitive userConfig not reliably exported to hook
subprocesses) trips this routinely, so a fresh session gets no signal to reach
for Scribe and falls back to local file-memory (root cause of unlogged work on
remote/rc sessions).

Split into two tiers:
- Tier 1 (static, keyless, networkless, always fires): inject bundled
  scribe_static_context.md — the load-bearing behavioral mandate. Cannot be
  suppressed by the upstream key bug.
- Tier 2 (dynamic, best-effort, fails open): existing curl for live rules +
  active-project context, appended below the static block. Lights up as
  enrichment once the key reaches the hook.

Only jq is now required (JSON envelope); curl/token gate the dynamic tier only.
Bump plugin 0.1.5 -> 0.1.6 so clients pick up the change.

Refs milestone 55; task 809; decision note 810.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-13 15:01:35 -04:00
bvandeusen e631a4e615 Merge pull request 'feat(plugin): Scribe replaces native memory by instruction; tighten project-scope discipline' (#70) from dev into main
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2026-06-10 13:35:28 -04:00
bvandeusenandClaude Opus 4.8 9eddb8497c feat(plugin): Scribe replaces native memory by instruction; tighten project-scope discipline
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Direction change (operator, see plan task #755 work-log): the plugin must
NOT depend on disabling a native Claude function to work. It earns its place
by steering behavior, not by toggling autoMemoryEnabled.

Memory doctrine (no dual-write):
- using-scribe SKILL.md gains "Scribe holds these functions — don't keep a
  second copy": route rules/recall/planning to Scribe, don't also write them
  to native auto-memory, never instruct disabling a native function, and
  accept a "Scribe-shaped hole" if the plugin is removed (recover over time).
- mcp/server.py _INSTRUCTIONS: drop the paragraph that told the model to
  create/refresh a "rules live in Scribe" pointer in CLAUDE.md / ~/.claude
  memory. That was an active dual-write instruction; the SessionStart hook is
  the bridge now. Replaced with the no-dual-write / no-settings-dependency
  doctrine. Supersedes plan #755 Phase 6 ("set autoMemoryEnabled:false").

Project-scope discipline (stop cross-project bleed):
- using-scribe SKILL.md gains "Stay inside the active project's scope": pass
  project_id to every read, only reference/offer work on the in-scope project,
  ask before switching.
- _INSTRUCTIONS scope bullet extended from reads to referencing/offering, and
  flags get_recent as cross-project.
- get_recent docstring gains a scope note steering to scoped list_* when a
  project is active.

plugin.json 0.1.4 -> 0.1.5 so clients' caches actually refresh (re-shipping
under the same version does not bust the cache).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 13:08:17 -04:00
bvandeusen 974fa6a215 Merge pull request 'feat(ui): declutter dashboard done-recently + MCP-access, add per-project stats' (#69) from dev into main
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2026-06-10 11:11:23 -04:00
bvandeusenandClaude Opus 4.8 da511fcc9f feat(ui): declutter dashboard done-recently + MCP-access, add per-project stats
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Dashboard:
- 'Done recently' chip-cloud -> compact uniform list (Active-now row style),
  showing 5 with inline expand to the rest (backend already returns up to 8).
- New 'Projects' rail card: each active project with 'N open · M done'.
  Backend already computed done_count (dashboard.py) — now surfaced in the
  /api/dashboard payload per active project.

MCP Access (Connect Claude / Claude Code):
- Progressive disclosure: lead with the pre-filled plugin-install snippet;
  fold server name, scope, marketplace URL, and the MCP-only path into a
  single 'Customize' expander. Desktop tab keeps its own server-name field.
- Marketplace URL now defaults to this instance's own repo via
  config.PLUGIN_MARKETPLACE_URL (env-overridable); /api/plugin/marketplace-url
  falls back to it, so the field + install snippet are pre-filled out of the
  box instead of showing a generic placeholder.

Refs #761

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 11:04:23 -04:00
bvandeusen 79aec4f9c1 Merge pull request 'chore(plugin): bump to 0.1.4 so clients pick up the using-scribe update' (#68) from dev into main 2026-06-10 10:43:23 -04:00
bvandeusenandClaude Opus 4.8 2f9c9b0e0b chore(plugin): bump to 0.1.4 so clients pick up the using-scribe rule-scope update
SKILL.md gained the 'Where a new rule goes' section (rule-scope model) in
50b6902 but plugin.json was not bumped, so autoUpdate clients stay on 0.1.3
and never reinstall the new skill content. Bump to propagate.

(MCP tool descriptions are unaffected by this — they are served live by the
remote app and refresh on the next session's MCP handshake, not via the
plugin bundle.)

Refs #755

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 10:42:55 -04:00
bvandeusen 4c8044826f Merge pull request 'docs(mcp): encode rule-scope model in rulebook tool descriptions' (#67) from dev into main
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2026-06-10 10:18:50 -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
bvandeusen 2a5f5fdbe1 Merge pull request 'feat(plugin): make using-scribe skill actively pull standing rules' (#66) from dev into main 2026-06-10 02:20:28 -04:00
bvandeusenandClaude Opus 4.8 1983e8f4b1 feat(plugin): make using-scribe skill actively pull standing rules
The SessionStart push channel cannot reliably deliver a sensitive API
token to the hook subprocess (upstream Claude Code bug anthropics/
claude-code#62442 — sensitive plugin userConfig is not persisted and is
absent on a normal session). Stop depending on that push for standing
rules: make the using-scribe bootstrap skill own the load instead.

- description: name the FIRST ACTION (list_always_on_rules + enter_project
  when a repo/project is in scope) so it auto-surfaces at session start
- add a 'Do this first' block instructing an active pull; demote the
  SessionStart hook to a bonus, not a precondition (it fail-opens and may
  be absent)
- reflex step 2: rules come from list_always_on_rules(), not from an
  assumed SessionStart injection

The hook + hooks.json are left in place: they fail-open and resume adding
value automatically if #62442 is fixed or the token is made non-sensitive.

Refs #755 (Phase 1: push channel descoped to optional; pull is load-bearing)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 02:19:13 -04:00
bvandeusenandClaude Opus 4.8 30826d250c chore: remove pre-plugin scribe_session_context.sh dogfood hook
Superseded by the plugin's own SessionStart hook (plugin/hooks/). This root
scripts/ copy read the now-deleted project .mcp.json (dead scribe-dev /
devassistant host), so it could never fire. Single Scribe environment now,
reached only via the Scribe plugin MCP.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 01:49:12 -04:00
bvandeusen 2c36249c15 Merge pull request 'feat(plugin): resolve session project from git remote, not a pinned project_id' (#65) from dev into main
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2026-06-10 01:37:48 -04:00
bvandeusenandClaude Opus 4.8 8fe571e175 feat(plugin): resolve session project from git remote, not a pinned project_id
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The SessionStart hook asked for a project_id via plugin userConfig, which pins
one install to a single project — wrong for an operator working across many
repos/projects. Resolve the active project server-side from the working repo's
git remote instead (a stable identifier, not a dir-name guess).

- repo_bindings table (migration 0064) + RepoBinding model: (user, repo_key) ->
  project, FKs CASCADE.
- services/repo_bindings: normalize_repo_key collapses ssh/https/scp/creds/port/
  .git to host/owner/repo; resolve/set/list/delete.
- GET /api/plugin/context takes ?repo=<remote>; unbound repo -> a "bind this
  repo" hint with a ready bind_repo() call. project_id kept as manual override.
- MCP tools: bind_repo / list_repo_bindings / unbind_repo.
- Hook sends ?repo=$(git remote get-url origin) URL-encoded; all project_id
  handling removed. plugin.json drops the project_id userConfig (0.1.2 -> 0.1.3).
- Tests: normalize equivalence classes + unbound-hint rendering.

Refs task 755 (Scribe-as-plugin push channel).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 01:33:58 -04:00
bvandeusen 6cc47c7222 Merge pull request 'fix(plugin): session-start hook reads API token from CLAUDE_PLUGIN_OPTION env, not user_config placeholder' (#64) from dev into main 2026-06-10 00:52:02 -04:00
bvandeusenandClaude Opus 4.8 651119cfb0 fix(plugin): read API token from CLAUDE_PLUGIN_OPTION env, not user_config placeholder
The SessionStart push-channel hook passed the key via
SCRIBE_TOKEN="${user_config.api_token}" in hooks.json, but api_token is
sensitive:true. Claude Code keeps sensitive userConfig in the keychain and
does not interpolate it into hook command strings (only into mcpServers
headers), so the hook received the literal placeholder, sent it as the Bearer
token, and the context endpoint 401'd -> fail-open -> no context injected.

Read the harness-exported CLAUDE_PLUGIN_OPTION_<key> env vars instead (SCRIBE_*
still override for the settings.json dogfooding path), and treat any unexpanded
${...} literal as unset so the hook fails open cleanly instead of 401-ing.
Bump 0.1.1 -> 0.1.2 so installs refresh the cache.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 00:43:40 -04:00
bvandeusen 3a5835b109 Merge pull request 'fix(plugin): load the bundled MCP server + admin-configurable marketplace URL' (#63) from dev into main
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2026-06-10 00:25:22 -04:00
bvandeusenandClaude Opus 4.8 ff91948fa3 chore(plugin): bump to 0.1.1 so clients pick up the mcpServers fix
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 00:25:09 -04:00
bvandeusenandClaude Opus 4.8 559f70eef0 fix(plugin): inline mcpServers in plugin.json so the MCP server actually loads
/reload-plugins reported '0 plugin MCP servers'. Root cause: plugin.json had
"mcpServers": "./.mcp.json" — a string path, which is neither a valid inline
object nor a recognized reference (per docs, plugin MCP servers are a root
.mcp.json OR an inline object in plugin.json), so it parsed to zero servers.

Inline the mcpServers object directly in plugin.json and remove the separate
.mcp.json. The user_config substitution syntax was already correct
(plugins-reference: values substitute as ${user_config.KEY} in MCP configs).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 00:24:06 -04:00
bvandeusenandClaude Opus 4.8 1d82e81527 feat(plugin): admin-configurable marketplace URL as the install default
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The Settings install command had a <your-scribe-repo> placeholder — not
copyable. Add an instance-global 'plugin_marketplace_url' setting (admin sets
it to the app's own repo) that every user's MCP Access reads, so the
/plugin marketplace add command is copyable out of the box. Keeps it universal
(each deployment configures its own repo) rather than hardcoding one.

- services/settings.get_admin_setting(key): admin-scoped global read.
- routes/plugin: GET /api/plugin/marketplace-url (any user) + PUT (admin).
- SettingsView: Admin → 'Plugin marketplace' field to set it; MCP Access
  marketplace field falls back to the configured value.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-10 00:17:05 -04:00
bvandeusen b1674169a0 Merge pull request 'feat: Scribe-as-plugin foundation (push-channel endpoint, in-repo plugin, plugin-install Settings UI, backup v3)' (#62) from dev into main
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2026-06-10 00:02:53 -04:00
bvandeusenandClaude Opus 4.8 c0b3ec7d9b feat(settings): lead MCP Access with plugin install, demote raw MCP
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Per operator: the plugin install should supersede the bare MCP connection in
Settings, since the plugin incorporates the MCP and adds the session-start hook
+ skills. The Claude Code tab now leads with /plugin marketplace add + install
(with a persisted marketplace-URL field and the base-URL/key/project-id prompts
spelled out), and the old 'claude mcp add' command moves into a collapsed
'Advanced: connect the MCP only' disclosure.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 23:52:15 -04:00
bvandeusenandClaude Opus 4.8 d6c8470ab2 feat(backup): v3 backup covers rulebooks, rules, events + join tables
The v2 backup silently dropped the entire rulebook system (rulebooks, topics,
rules), the project subscription/suppression join tables, and events — so a
'full' backup wasn't. v3 adds all of them with FK re-mapping on restore, and a
_not_included field that names the still-deferred tables (ACL groups/shares,
api_keys, embeddings, transient/operational) so the gap is explicit, not silent.

restore_full_backup routes v2 and v3 through one path; v3-only sections are
guarded by data.get so a v2 payload still restores cleanly.

Tests: version/coverage constants, pure join-table row helpers, and the export
contract via a mocked session (CI has no DB; full round-trip is a manual check).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 23:52:14 -04:00
bvandeusenandClaude Opus 4.8 9924f873b9 feat(plugin): ship the Scribe Claude Code plugin in-repo (marketplace + plugin)
Per operator: the plugin lives in the app repo so it ships and versions in
lockstep with the app and the /api/plugin/context contract it targets (same
co-location rationale as the former in-repo MCP). A git-cloned marketplace
supports relative plugin sources, so the FabledScribe repo IS the marketplace.

- .claude-plugin/marketplace.json — source ./plugin
- plugin/.claude-plugin/plugin.json — userConfig (base URL, api key, project id)
- plugin/.mcp.json — http scribe server, ${user_config.*} substitution
- plugin/hooks/ — SessionStart push-channel hook (fail-open)
- plugin/skills/using-scribe — bootstrap skill
- plugin/README.md — install via the FabledScribe repo marketplace

Phase 2 of plan #755. Install/userConfig-substitution test pending.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 23:04:09 -04:00
bvandeusenandClaude Opus 4.8 3ab16fcbdb feat(plugin): add /api/plugin/context push-channel endpoint + dogfood hook
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Phase 1 of plan #755 (Scribe-as-plugin). Gives Scribe its own session-start
push channel so always-on rules + active-project context surface without being
asked — the gap behind 'I have to prompt for everything'.

- services/plugin_context.build_session_context: renders always-on rule titles
  grouped by topic (under the 10k additionalContext cap; full text stays one
  list_always_on_rules/get_rule call away) + optional project goal/open-task
  count + a recall/update-over-create reflex line. Capped at 9000 chars.
- routes/plugin GET /api/plugin/context (login_required already accepts Bearer
  fmcp_ keys; read scope suffices).
- tests: titles-not-statements, project scoping, length cap (pure mocks).
- scripts/scribe_session_context.sh: dogfood SessionStart hook, fail-open,
  reads url+token from .mcp.json. Superseded in Phase 2 by the plugin-bundled
  hook using userConfig.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 22:43:08 -04:00
bvandeusenandClaude Opus 4.8 8c1b19f49c chore(docs): retire dead fable-mcp wheel-distribution refs; untrack docs/superpowers
The old standalone fable-mcp wheel/download flow is gone from code (no route,
no Dockerfile build, no FABLE_MCP_DIST_DIR). Update api-keys-and-mcp,
api-reference, architecture, configuration, development to describe the
in-app HTTP MCP at /mcp (Bearer auth). Untrack the 18 committed
docs/superpowers/ files so the existing .gitignore takes effect.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-09 22:42:58 -04:00
bvandeusen 51feaddcd3 Merge pull request 'feat(mcp): make Scribe reflexively recall + scope reads to the active project' (#61) from dev into main
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2026-06-04 23:13:27 -04:00
bvandeusenandClaude Opus 4.8 e3c6124912 feat(mcp): make Scribe reflexively recall + scope reads to the active project
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The MCP surface advertised writing well but recall poorly, and project
scoping had no anchor that survived past enter_project's snapshot:

- search / list_notes dropped the project_id their services already
  support, so a scoped search was impossible — every query swept all
  projects and bled unrelated work into the session.
- The tool descriptions were mechanical ("Semantic search over the
  user's notes and tasks") with no trigger telling Claude WHEN to reach
  for them; the server instructions were all write-discipline and said
  nothing about searching before answering or starting work.

Changes:
- search, list_notes: add project_id param, wired to the service.
- search, list_notes, list_tasks: trigger-worded descriptions that push
  passing the active project's id and reserve project_id=0 for a
  deliberate cross-project sweep.
- _INSTRUCTIONS: add a 'Reach for Scribe to RECALL, not just to record'
  block — search before answering/starting, check for an existing ticket
  before create_task, scope reads to the active project (which does not
  stick on the server).

Paired with always-on rule #75 in the FabledSword-family rulebook.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-04 22:43:55 -04:00
bvandeusen 964c8005d5 Merge pull request 'Package rename (fabledassistant→scribe) + pivot cleanup' (#60) from dev into main
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2026-06-03 16:28:10 -04:00
bvandeusenandClaude Opus 4.8 70ab3f38c6 chore: remove pre-pivot dead code + finish Scribe rebrand (#599 t1-3)
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- Header wordmark Fabled -> Scribe; fable:calendar-changed event ->
  scribe:calendar-changed; SettingsView CSS comment.
- Drop dead Project.auto_summary + summary_updated_at columns (migration
  0063) -- the Ollama-era summarizer is gone; model + 2 frontend types +
  projects test updated.
- Remove pivot vestiges: diagnostics _curator_busy()/curator_busy
  heartbeat field, tz BRIEFING_DAY_START_HOUR/user_briefing_date dead
  aliases, the ignored 'model' param on get_embedding (+ its test).

ruff src/ clean; CI is the gate. Part of scribe plan #599.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 16:16:44 -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
bvandeusen 9ddc418f5f Merge pull request 'main publishes :latest + ACL _INSTRUCTIONS guard' (#59) from dev into main
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2026-06-03 14:41:15 -04:00
bvandeusenandClaude Opus 4.8 1d4c206563 ci: main publishes :latest (main is the production line)
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main pushes now move :latest (in addition to the immutable :<sha>), so a
merge to main updates production's pointer directly — no separate release
needed just to refresh :latest. The v* release tag's distinct job becomes
the dated :<version> marker (it still refreshes :latest harmlessly). Still
no :main tag. Rules 47/46 + 10/4 updated to match on both instances.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 14:27:53 -04:00
bvandeusen 301352f628 Merge pull request 'MCP _INSTRUCTIONS: multi-user sharing ACL guard' (#58) from dev into main
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2026-06-03 14:18:01 -04:00
bvandeusenandClaude Opus 4.8 d4666bea7f feat(mcp): add multi-user sharing ACL guard to _INSTRUCTIONS
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The ACL constraint (scope every read/mutation by owner + shares via
services/access.py) is a security-correctness invariant that should
always be loaded, and it's FabledScribe-specific — so it belongs in
Scribe's own contained _INSTRUCTIONS, not the cross-project FabledSword
rulebook. The redundant rulebook rule will be retired once this ships
to prod.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 13:47:02 -04:00
bvandeusen 837489e4f2 Merge pull request 'CI: build on main (and drop the :main tag)' (#57) from dev into main
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2026-06-03 12:44:44 -04:00
bvandeusenandClaude Opus 4.8 9a0d5f3109 ci: drop the :main tag — main builds publish only the immutable :<sha>
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:latest (release-only) is the single production pointer; a :main moving
tag just duplicated it. main pushes still gate + build (the :<sha> image
is the rollback point), but no longer publish a :main alias. The tag was
new and unreferenced, so nothing depends on it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 11:52:21 -04:00
bvandeusenandClaude Opus 4.8 5a930319ba ci: gate and build main too (:main image); :latest stays release-only
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Previously main pushes were deliberately skipped — CI only ran on dev
and v* tags. This conflicted with the intended policy (CI on dev AND
main). Now main is a first-class gated, built line: dev->:dev, main->:main,
v* tag->:latest + :<version>, every build also tagged with the commit sha.
Per-ref concurrency already supersedes rapid pushes, so dev and main run
independently without stacking identical work.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 11:27:09 -04:00
bvandeusen 266af7870d Merge pull request 'MCP instruction hardening + milestone-unset' (#56) from dev into main 2026-06-03 11:19:09 -04:00
bvandeusenandClaude Opus 4.8 f446573c3d feat(mcp): proactive project bootstrapping at session start
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Adds an always-on _INSTRUCTIONS directive: when work touches Scribe and
no project is in scope, search for a related project and propose
enter_project (confirm first), or offer to create one (confirm name/goal
first) — never silently adopt or create. Pairs with the enter_project
handshake and the host-memory pointer directive. Closes scribe task #585.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 11:01:55 -04:00
bvandeusenandClaude Opus 4.8 82d6812c7f feat(mcp): milestone_id=-1 clears a task's milestone (update_task)
Optional FKs on update_task previously had no way to express 'remove' —
0 meant leave-unchanged and any positive int meant set, so a milestone
(or project) could only be cleared via the web UI. Now -1 clears the FK
(NULL); clearing project_id also clears milestone_id since a milestone
can't outlive its project. update_note already NULLs on None, so the
change is confined to the tool wrapper. Closes scribe task #586.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:59:47 -04:00
bvandeusenandClaude Opus 4.8 8c9ca45479 feat(mcp): instruct agents to keep a Scribe-rules pointer in host memory
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When a project subscribes to a rulebook, the agent should ensure the
host's persistent memory carries a pointer that engineering/workflow
rules live in Scribe (loaded via list_always_on_rules / enter_project),
plus a one-line note of the current project's work. Pairs with the
existing 'don't duplicate rules into memory' directive: memory holds the
pointer + project context, Scribe holds the rules.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 10:42:23 -04:00
bvandeusenandClaude Opus 4.8 e023c21aa1 docs(mcp): instruct agents to drive task lifecycle + log work
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Adds a 'keep task state honest' directive to the MCP _INSTRUCTIONS: set
in_progress on start, log progress with add_task_log as you go, set done the
moment work completes (never leave finished work at todo), and write a dated
dev-log note on the project at significant landings. Reinforced in the
update_task status docstring. App-layer + always-loaded, no rule/config needed
— closes the gap where finished work (e.g. a shipped plan) sat open because the
lifecycle was available but never prescribed.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-03 09:24:26 -04:00
bvandeusen e3d7007417 Merge pull request 'Drift-audit remediation + Stored Processes + Dashboard' (#55) from dev into main 2026-06-03 08:11:14 -04:00
bvandeusenandClaude Opus 4.8 65c85bab15 feat(dashboard): DashboardView landing + route + nav
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Task 3 of #583. New DashboardView at /dashboard composes the approved layout:
done-recently strip, Active-now project panels (project -> active milestones ->
open tasks, in-progress flagged, + no-milestone group), and a rail with
upcoming events / week stats / quick-create (Task/Note/Process). '/' now
redirects to /dashboard; AppHeader gains a Dashboard link and relabels
Knowledge -> Browse (route unchanged). Empty + loading states included.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:24:32 -04:00
bvandeusenandClaude Opus 4.8 7ef7d10b24 feat(dashboard): GET /api/dashboard endpoint
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Task 2 of #583. Minimal login-gated blueprint returning build_dashboard(uid);
registered in the app factory.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:22:08 -04:00
bvandeusenandClaude Opus 4.8 6a3619555d feat(dashboard): aggregation service build_dashboard
Task 1 of #583. build_dashboard(user_id) assembles the /dashboard payload:
most-recently-active projects (ranked by max child updated_at) each broken
into active milestones -> open tasks (in_progress->priority->recency, capped 5),
recently-completed (7d/8), upcoming events (7d), week stats. Owner-scoped,
trashed excluded; each section isolated via _safe so one failure doesn't blank
the page.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 23:21:23 -04:00
bvandeusenandClaude Opus 4.8 8b3bd4804e feat(processes): monospace prompt editor for note_type=process
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Task 6 of #582. NoteType gains 'process'. NoteEditorView branches to a plain
monospace textarea (labeled Prompt) for processes instead of the TipTap
rich-text editor — prompts are plain markdown and rich-text round-tripping
would mangle them. Title/tags/save path unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:33:23 -04:00
bvandeusenandClaude Opus 4.8 74b337b587 feat(processes): surface processes in the Knowledge view
Task 5 of #582. Add 'process' to the KnowledgeItem/activeType/KnowledgeCounts
types, a Processes entry in the type-filter row, a Workflow-icon quick-create
button (createNew('process') -> /notes/new?type=process), and a Process card
badge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:33:23 -04:00
bvandeusenandClaude Opus 4.8 fb1ae915e4 feat(processes): expose process as a knowledge type
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Task 4 of #582. Add 'process' to the knowledge route _VALID_TYPES and to the
get_knowledge_counts facet + total. query_knowledge/_apply_type_filter already
handle arbitrary note_type, so listing by type=process works unchanged.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:29:08 -04:00
bvandeusenandClaude Opus 4.8 c2b2694ea3 docs(mcp): document Processes in server instructions
Task 3 of #582. Tells Claude that note_type=process notes are reusable saved
prompts and to fire them via list_processes/get_process on 'run the X process'.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:29:08 -04:00
bvandeusenandClaude Opus 4.8 7b5a75989a feat(processes): MCP create/list/get/update_process tools
Task 2 of #582. New mcp/tools/processes.py mirrors entities.py — tools wrap
notes_svc directly. get_process is the fire mechanism (returns the full prompt
via resolve_process; surfaces other_matches on an ambiguous name). Registered
in register_all.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:27:41 -04:00
bvandeusenandClaude Opus 4.8 1babe59843 feat(processes): add resolve_process name/id resolver
Task 1 of the Stored Processes plan (#582). resolve_process(user_id, name_or_id)
resolves a note_type=process note owner-scoped + non-trashed, precedence
numeric id -> exact case-insensitive title -> substring; returns
(note, other_candidates) so an ambiguous fuzzy match can be disambiguated.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 22:26:29 -04:00
bvandeusenandClaude Opus 4.8 2c929a0435 feat(reminders): per-occurrence reminders for recurring events
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Drift-audit Group 8 (final item). _fire_reminders previously gated on the
base row (reminder_sent_at IS NULL AND start_dt > now), so a recurring event
reminded at most once ever — once the first occurrence passed, no future
occurrence qualified.

Now recurring events are evaluated every sweep against their next occurrence
(rrulestr.after(now)), and reminder_sent_at stores the start of the occurrence
last reminded about. Each new occurrence has a distinct marker, so it re-arms
and fires exactly once per occurrence. One-shot events keep the classic
NULL gate. Also adds the deleted_at filter so trashed events stop reminding.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:50:45 -04:00
bvandeusenandClaude Opus 4.8 cf4962d7e8 chore(profile): drop dead curator columns from UserProfile
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Drift-audit Group 7: learned_summary, observations_raw, and
observations_updated_at were populated by the curator/LLM-profile machinery
removed in the Phase-8 pivot. Nothing has written them since and the profile
API returned permanently-empty fields. Remove them from the model + to_dict
and drop the columns (migration 0062). Verified zero frontend/backend/test
consumers.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:48:37 -04:00
bvandeusenandClaude Opus 4.8 64bc50c788 chore(frontend): drop dead settings toggle, types, and store list-surface
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Drift-audit Group 7 frontend cleanup (no behavioral change):

- SettingsView: remove the 'auto-consolidate task bodies' toggle and its
  saveAutoConsolidate handler. The auto_consolidate_tasks setting has zero
  backend readers (curator removed in Phase 8); the control did nothing.
- AppSettings type: drop the dead assistant_name / default_model hints (kept
  the open string index signature the store actually uses). Delete the fully
  orphaned types/chat.ts (zero importers).
- notes/tasks Pinia stores: remove the list/filter/sort/pagination surface
  that backed the removed /notes and /tasks list views (verified no consumer
  uses the tasks/notes arrays, refresh, or any filter/sort/pagination method).
  Kept currentNote/currentTask, loading, fetch/create/update/delete, convert,
  patchStatus, startPlanning, backlinks, tags.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:47:28 -04:00
bvandeusenandClaude Opus 4.8 c39d7356ed chore(dead-code): fix prod image, drop orphaned code, correct delete_rule doc
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Drift-audit Group 7 (renamed/removed lingers) + Group 5 #9:

- docker-compose.prod.yml pulled fabledassistant:latest, a tag CI stopped
  publishing after the rename. Point it at fabledscribe:latest (the name CI
  and quickstart use). The internal DB name stays fabledassistant by design.
- Remove the unused hard-delete delete_note imports from the notes and tasks
  route modules (they delete via trash; the import was an attractive nuisance
  that bypassed soft-delete).
- delete_rule MCP tool: docstring/warning said 'permanently delete' but the
  body moves the rule to recoverable trash. Corrected to match.
- Delete services/calendar_sync.py: fully orphaned (zero importers) and it
  read Config attrs that no longer exist, so any re-wiring would crash.
- Remove dead services: notes.search_notes_for_context and logging.log_generation
  (zero callers; log_generation wrote a 'generation' category no stats/UI surface).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:28:36 -04:00
bvandeusenandClaude Opus 4.8 8d739c5da1 perf(search): offload cosine scoring off event loop; document best-effort feed
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Drift-audit Group 9 (param-cliff / unbounded search work):

- semantic_search_notes: the O(rows) cosine-similarity scoring loop ran
  synchronously on the event loop, so every RAG injection / search stalled
  other requests proportional to the user's embedding count. Move the scoring
  into asyncio.to_thread (results unchanged). The deeper fix — bounding the
  candidate set via pgvector ORDER BY/LIMIT — is noted as separate infra work.
- _semantic_knowledge_search: documented the best-effort top-N semantics —
   is the capped candidate-window size (not the true match count),
  matches beyond the cap aren't page-reachable, and each page recomputes the
  full merge. Prevents the silent-truncation trap; cached ranked-id paging /
  pgvector is the fix if exhaustive pagination is ever required.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:24:57 -04:00
bvandeusenandClaude Opus 4.8 7ce5bb8450 fix(lifecycle): OAuth pw 500, invite lockout, reminder re-arm, partial-unique
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Drift-audit Group 8 (lifecycle gaps):

- change_password no longer 500s for OAuth-only users: short-circuit when
  password_hash is None (verify_password would crash on None) so the route
  returns a clean 4xx instead of a 500.
- register_with_invitation no longer locks the invitee out on a username
  collision: create the user FIRST, then mark the token used, so a failed
  creation (409) leaves the single-use invite valid for retry.
- update_event re-arms reminder_sent_at when start_dt/reminder_minutes change,
  so a rescheduled event fires again instead of being permanently suppressed.
- Migration 0061: uq_topic_per_rulebook / uq_rule_per_topic become PARTIAL
  unique indexes (WHERE deleted_at IS NULL). Trashing 'X' then recreating it
  no longer 500s on the dead row's title. Model __table_args__ updated to match.

Deferred: per-occurrence reminders for recurring events (event_scheduler) —
needs a per-occurrence reminder-state design, not a one-line gate tweak.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:23:35 -04:00
bvandeusenandClaude Opus 4.8 2fd9a2300a fix(caldav): point-event round-trip, recurrence push, delete propagation
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Drift-audit Group 5 #7/#8 + Group 7 (CalDAV write-path):

- Point events no longer fabricate a 60-min DTEND: caldav.create_event emits
  DTSTART-only when there's no end and no duration, so the next pull doesn't
  read it back as duration_minutes=60 and silently lengthen the event.
- Recurrence edits now propagate: caldav.update_event gains a recurrence param
  (sentinel = leave unchanged; value/empty = set/clear RRULE), and _push_update
  passes the local event's rule so a changed/cleared RRULE isn't overwritten
  by the stale remote rule on the next pull.
- Event deletions propagate to CalDAV: trash.delete captures an event's
  caldav_uid before soft-deleting and fires _push_delete, so a UI/MCP delete
  removes the remote copy instead of leaving it to linger. (delete_event the
  service primitive is kept — still tested/usable — rather than removed.)

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:20:14 -04:00
bvandeusenandClaude Opus 4.8 c016bd664e fix(status-enum): add paused to ProjectStatus, validate, fix progress
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Drift-audit Group 6 + Group 5 #6 (enum-extension / status drift):

- ProjectStatus gains 'paused' — routes and frontend already treated it as
  first-class, but the enum (the source of truth) omitted it and the error
  strings lied. A future CHECK derived from the enum would have rejected
  existing paused rows.
- create_project/update_project now validate status via ProjectStatus at the
  service layer (canonical gate; notes.status has no DB CHECK), so the MCP
  create/update_project path can't persist a typo'd status. MCP docstrings
  realigned to the 4-value domain; route error strings corrected.
- get_milestone_progress: cancelled tasks are excluded from the percent
  denominator (and now reported in status_counts), so a milestone whose only
  open task was cancelled reaches 100% instead of stalling below it.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:16:45 -04:00
bvandeusenandClaude Opus 4.8 4a220db513 test(mcp): import resolve_bearer at module level
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CI fix for aef5009: test_resolve_bearer_none_for_invalid referenced
resolve_bearer but the import lived inside an earlier test only. Hoist it
to the module import. Production code unaffected (1 failed / 284 passed).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:12:14 -04:00
bvandeusenandClaude Opus 4.8 aef5009fc2 fix(contract-drift): MCP read-only scope, shared-note writes, event TZ
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Drift-audit Group 5 (high-severity contract drift):

- MCP read-only keys could call every write tool: the Bearer resolver
  discarded api_key.scope and dispatch had no gate. Add resolve_bearer()
  (returns user_id + scope) and a scope gate in the /mcp ASGI wrapper that
  buffers the JSON-RPC body and rejects tools/call for any tool outside a
  read all-list when scope=='read' (default-deny for unknown/new tools).
- Shared project notes/tasks panel was empty for non-owners: get_project_notes_route
  now queries notes/milestones with the project OWNER's uid (mirrors the
  already-fixed milestones route).
- Shared editors couldn't save/delete shared NOTES (tasks worked): the three
  notes write routes now resolve via get_note_for_user, gate on can_write_note,
  and write as the owner — matching the tasks routes.
- Event timezone drift: naive datetimes from the MCP date+time split are now
  localized to the user's tz at a single canonical service point (create_event
  /update_event), so MCP- and UI-created events agree. tz-aware inputs
  (REST/CalDAV) pass through untouched.
- create_note validates status/priority (TaskStatus/TaskPriority), closing the
  MCP create_task path that let out-of-enum values persist (no DB CHECK).

Tests cover resolve_bearer scope + the write-tool classifier.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 19:02:19 -04:00
bvandeusenandClaude Opus 4.8 c363a5a6df fix(retention): add cleanup sweeps + CalDAV orphan reconciliation
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Drift-audit Group 4 (retention / unbounded growth):

- CalDAV pull now reconciles deletions: a previously-synced event whose
  caldav_uid no longer appears remotely within the synced window is
  soft-deleted (one batch_id per run, restorable), so a remote delete
  propagates locally instead of orphaning forever. Guarded on a non-empty
  fetch so a spurious empty result can't wipe every local copy. Also wrap
  the blocking fetch in a 120s wait_for and log run duration.
- Notifications: hourly loop now purges read notifications older than 30d
  (unread kept). Table no longer grows without bound.
- Auth tokens: new daily sweep deletes password-reset / invitation tokens
  whose validity window ended >7d ago; wired via start_auth_token_retention_loop
  in app startup. Both tables previously only flipped used=True, never pruned.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:55:23 -04:00
bvandeusenandClaude Opus 4.8 5fe0fd126d fix(soft-delete): filter trashed rows across read/write paths
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Drift-audit Group 3 (soft-delete lifecycle gaps). Trashed rows were
leaking into reads and being mutated/resurrected by writes:

- update SELECTs now exclude trashed rows: update_milestone,
  update_project, update_event, and get_milestone_in_project (the latter
  backs all four milestone routes). Mutating a trashed row silently
  persisted and reappeared on restore.
- MCP get_recent (notes/projects/events) and list_tags now filter
  deleted_at IS NULL, so trashed items stop surfacing in the agent's
  bootstrap context and tag counts.
- convert_task_to_note clears recurrence_rule + recurrence_next_spawn_at
  so a demoted note can't spawn children via the (now-live) sweep.
- caldav pull skips locally-trashed events (by caldav_uid) instead of
  resurrecting them via update or creating a duplicate live copy.
- trash _cascade now stamps the FULL sub-task subtree (iterative descent),
  not just direct children, so deeply nested sub-tasks restore as one
  batch. Test updated for the new descent query.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:51:40 -04:00
bvandeusenandClaude Opus 4.8 8b49ea896a fix(schedulers): wire recurring-task spawn + deliver event reminders
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Drift-audit Group 2 (Phase-8 amputation — live wiring, no consumer):

- Recurring tasks never recurred: spawn_recurring_tasks() had no caller.
  Register it as a 15-min interval job in the event scheduler (which
  app.py already starts/stops). Also add a deleted_at IS NULL guard to
  the spawn query in the same change, so a trashed recurring parent can
  never resurrect children once the sweep is live.
- Event reminders were stamped reminder_sent_at but never delivered.
  _fire_reminders now creates an 'event_reminder' in-app notification
  before stamping, so a delivery failure stays retryable. Frontend
  NotificationsPanel renders the new type ( + message); message logic
  pulled into a notifMessage() helper.
- Remove the dead _fire_push_notif no-op stub (push left in Phase 8) and
  its three create_task call sites — no more throwaway tasks per share.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:47:54 -04:00
bvandeusenandClaude Opus 4.8 e70fe545cc fix(trash): owner-scope all trash ops — close cross-tenant IDOR/disclosure
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Drift-audit Group 1 (authz/IDOR). Multi-user is live, so these were
exploitable ACL bypasses:

- trash.py: add _owner_clause() and apply it to _exists_alive, restore,
  purge, list_trash, and purge_expired. A batch_id is a bearer token;
  without an owner predicate a leaked/guessed id let one tenant read
  (list_trash), restore, or PERMANENTLY purge another's content. Topics
  and rules carried no owner check at all (_OWNER mapped them to None) —
  ownership now derives through the parent rulebook (or owning project,
  for project-scoped rules).
- purge_expired is now per-user; trash_scheduler iterates every user and
  applies that user's own trash_retention_days window, instead of
  applying user 1's window to everyone (early data loss for other users).
- rulebooks subscribe/unsubscribe_project now assert project ownership,
  matching the suppression endpoints.
- topic/rule DELETE routes return 404 when nothing owned was removed.

Regression test locks in that every model — including topics/rules —
gets a real owner clause.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
2026-06-02 18:44:32 -04:00
bvandeusen 0e980ee4b0 Merge pull request 'Project rule + topic suppressions' (#54) from dev into main
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2026-06-01 08:01:59 -04:00
bvandeusenandClaude Opus 4.7 7861607fb8 feat(rules): project rule + topic suppressions
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Lets a project mute individual rules or whole topics from rulebooks it
subscribes to, without unsubscribing the rulebook. Two new association
tables (migration 0060), 4 MCP tools (suppress/unsuppress × rule/topic),
4 REST endpoints, and an inline "× skip" affordance plus collapsed
"Suppressed (N)" section in the project's Rules tab.

get_applicable_rules now emits suppressed_rules and suppressed_topics
(detail objects with rulebook/topic context, not just IDs) so the UI
can render the suppressed list without a follow-up lookup. The main
rules projection grew topic_id and rulebook_id columns for the per-row
suppress affordance.

Project deletion cascades the suppression rows via hard DELETE — they
are pure associations with no soft-delete column, and restoring a
deleted project should start fresh, not inherit stale mutes.

Project-scoped rules (Rule.project_id) are deliberately not suppressible
— delete them with delete_rule instead.

Implements plan-task #187.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 02:26:20 -04:00
bvandeusen b5870d4694 Merge pull request 'Rules consolidation: Scribe-first check, project-scoped rules, enter_project handshake' (#53) from dev into main 2026-06-01 01:16:55 -04:00
bvandeusenandClaude Opus 4.7 c5469214e3 feat(rules): enter_project handshake (S4)
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New enter_project(project_id) MCP tool composes get_project +
get_applicable_rules + get_project_milestone_summary + recent
open-tasks + recent notes into one round-trip, intended to be called
at session start (or whenever the active project changes) so Claude
has the full project context loaded before it starts mutating.

_INSTRUCTIONS now points Claude at enter_project for project-scoped
work, alongside the existing list_always_on_rules instruction. No
schema change; pure composition over existing services.

Closes the four-slice rules-consolidation plan (Scribe task #508):
S1+S2 (always_on flag + Scribe-first prompt, 658348f), S3 (project-
scoped rules, 43a860c), and now S4.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 01:14:37 -04:00
bvandeusenandClaude Opus 4.7 43a860c3ac feat(rules): project-scoped rules (S3)
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Rules can now belong to either a rulebook topic OR a single project,
enforced by a CHECK constraint (exactly-one of topic_id/project_id).
Adds the create_project_rule MCP tool + REST endpoint, surfaces
project-scoped rules in get_project/get_task/start_planning under a
new project_rules field, and adds a project Rules tab section with an
inline create form so the operator can author project rules from the
UI without rulebook ceremony.

- migration 0059: rules.project_id (FK projects ON DELETE CASCADE),
  topic_id now nullable, CHECK ck_rule_topic_xor_project, index on
  project_id
- model: Rule gains project_id; to_dict exposes it
- service: create_project_rule with project-ownership guard; list_rules
  with project_id filter UNIONs subscription-derived + project-scoped;
  get_applicable_rules adds a project_rules field; get_rule / update_rule
  / delete_rule fetch via a shared _fetch_owned_rule that handles both
  rulebook and project ownership paths
- trash: project delete cascades to project-scoped rules
- MCP: create_project_rule tool registered; _INSTRUCTIONS mentions both
  create_rule and create_project_rule paths
- REST: POST /api/projects/<id>/rules (statement required, title derived
  if omitted)
- frontend: Rule type gains nullable topic_id + project_id; createProjectRule
  client; ProjectRulesTab.vue gains a "Project rules" section with inline
  create form and per-rule expand/delete
- tests: register count → 18; create_project_rule unit tests (required
  fields, title derivation, explicit-title pass-through); applicable_rules
  shape tests now include project_rules; trash cascade test updated to
  expect 5 executions

S1+S2 (always_on flag + Scribe-first prompt) shipped in 658348f.
S4 (enter_project handshake) follows.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 01:10:18 -04:00
bvandeusenandClaude Opus 4.7 658348f208 feat(rules): always_on rulebook flag + Scribe-first prompt
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Adds rulebooks.always_on (migration 0058) and a new list_always_on_rules
MCP tool so a session-start eager pull can fetch standing rules without
needing an active-project notion. Updates _INSTRUCTIONS so Claude calls
the new tool at session start and codifies engineering rules in Scribe
rather than CLAUDE.md / auto-memory.

Seeds FabledSword family rulebook to always_on=true on migrate, matching
its design role as the cross-project standards rulebook.

Frontend: badge in RulebookListPane for always-on rulebooks; toggle in
RulebookDetailPane header bound to a new toggleAlwaysOn store action.

This is S1+S2 of the rules-consolidation plan (Scribe task #508). S3
(project-scoped rules) and S4 (enter_project handshake) follow.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-06-01 00:56:08 -04:00
bvandeusen c810d63bee Merge pull request 'MCP plan-prompt tune + Flutter docs removal' (#52) from dev into main
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2026-06-01 00:13:31 -04:00
bvandeusenandClaude Opus 4.7 fd20b67b22 docs: remove Flutter companion app from project surface
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The Flutter app (separate fabled_app repo) no longer adds value over
web/PWA access. Strip the in-repo surface that referenced it:

- delete docs/android-app.md
- drop README docs-table row and feature-list mention
- drop the two Flutter roadmap bullets from docs/features.md
- remove the Flutter port subsection from docs/design-system.md

The standalone fabled_app repo is untouched here; archival/deletion
of that repo is a separate decision.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 23:37:35 -04:00
bvandeusenandClaude Opus 4.7 7031e36670 chore(mcp): tighten plan-instruction to override .md plan habit
The prior wording ("not in local .md files") was a footer after a
how-to and lost to the much louder superpowers brainstorming /
writing-plans skill flow, which terminates by saving to
docs/superpowers/specs/*.md and docs/superpowers/plans/*.md.

Reorder so start_planning is named as the FIRST action, explicitly
override the .md skill paths, and extend the rule to cover specs as
well as plans (matches the rulebook's rule 27).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-05-31 23:31:46 -04:00
bvandeusen a3a056d6fd v26.05.30.1 — MCP-first pivot + Rulebook + Plans + Soft-delete 2026-05-29 22:50:34 -04:00
bvandeusen 2f577fee58 fix(mcp): stateless HTTP transport so client reconnects after redeploy
Stateful session manager strands Claude Code after a container redeploy:
it reconnects with a now-unknown Mcp-Session-Id, the server 404s, and the
client won't re-initialize on a 404 (claude-code #60949). Stateless makes
each request self-contained (bearer-auth only) so post-deploy reconnect
works without a manual /mcp retry.
2026-05-29 13:16:38 -04:00
bvandeusen e5565b73dc feat(trash): Settings retention field (trash_retention_days, 0=keep forever) 2026-05-29 12:12:04 -04:00
bvandeusen b579aa1c88 feat(trash): TrashView page, nav links, and g+x shortcut 2026-05-29 12:10:27 -04:00
bvandeusen e5796b6f5c feat(trash): frontend trash API client + Pinia store 2026-05-29 12:07:44 -04:00
bvandeusen d8f577e753 feat(trash): daily retention purge scheduler (03:30 UTC) wired into app lifecycle 2026-05-29 11:47:02 -04:00
bvandeusen a40334312f test(trash): update delete-tool tests to soft-delete contract (patch trash_svc.delete) 2026-05-29 09:24:58 -04:00
bvandeusen bfeed67cfe feat(trash): /api/trash blueprint + flip REST DELETE handlers to soft-delete 2026-05-28 21:13:31 -04:00
bvandeusen 580e4a2c0a feat(trash): list_trash/restore/purge_trash MCP tools + register + instructions 2026-05-28 21:10:47 -04:00
bvandeusen c3af24ef51 feat(trash): MCP delete tools soft-delete via trash; add delete_task/project/milestone 2026-05-28 21:10:13 -04:00
bvandeusen eb41e772cd feat(trash): exclude trashed rows from events/projects/milestones/rulebooks/embeddings reads + filtering tests 2026-05-28 20:33:40 -04:00
bvandeusen e7f214fc80 feat(trash): exclude trashed rows from notes + knowledge read paths 2026-05-28 20:30:23 -04:00
bvandeusen f80c327ecf feat(trash): restore/list_trash/purge/purge_expired + alive() helper 2026-05-28 20:02:21 -04:00
bvandeusen ce47ebc7de feat(trash): services/trash.py — delete() + cascade-stamp by batch 2026-05-28 20:01:35 -04:00
bvandeusen 7f0d99d383 feat(trash): SoftDeleteMixin applied to the 7 soft-deletable models 2026-05-28 19:54:01 -04:00
bvandeusen 84b75f7a73 feat(trash): migration 0057 — deleted_at + deleted_batch_id on 7 tables 2026-05-28 19:53:19 -04:00
bvandeusen 30fbf7b117 docs(mcp): add conceptual primer (what each entity is for) to MCP instructions 2026-05-28 18:25:38 -04:00
bvandeusen d04b6f4bba style(rulebook): narrow the Topics column in /rules 2026-05-28 11:42:08 -04:00
bvandeusen 311322fdc8 fix(plan): export startPlanning from tasks store (type-check) 2026-05-28 11:20:44 -04:00
bvandeusen dc93675470 feat(plan): KnowledgeView Plans facet + plan badge (knowledge endpoints + UI) 2026-05-28 11:12:59 -04:00
bvandeusen 2f5ef9124a feat(plan): Start planning button on project view 2026-05-28 10:44:40 -04:00
bvandeusen b30cf06096 fix(plan): move Applicable Rules panel to TaskEditorView (the routed task surface) 2026-05-28 10:43:41 -04:00
bvandeusen 75d3d40038 feat(plan): plan-task viewer shows Applicable Rules panel 2026-05-28 10:42:03 -04:00
bvandeusen 1d5f49fe3b feat(plan): frontend startPlanning API + store action + task_kind type 2026-05-28 10:41:24 -04:00
bvandeusen b250141e15 feat(plan): REST /api/tasks/planning endpoint 2026-05-28 10:17:38 -04:00
bvandeusen 4609abacd8 feat(plan): start_planning MCP tool + get_task rules augmentation + instructions 2026-05-28 10:17:20 -04:00
bvandeusen e269ac9d5c feat(plan): services/planning — start_planning aggregator 2026-05-28 10:16:36 -04:00
bvandeusen 737467f996 feat(plan): REST task routes — kind on create + list 2026-05-28 08:22:54 -04:00
bvandeusen fc4a1627b5 feat(plan): MCP task tools — kind on create_task + list_tasks 2026-05-28 08:22:31 -04:00
bvandeusen 50d2a0e9c0 feat(plan): services/notes — task_kind create param + list filter 2026-05-28 08:21:59 -04:00
bvandeusen 8754b1c94d feat(plan): task_kind on Note model + to_dict 2026-05-28 08:15:29 -04:00
bvandeusen ac462d1203 feat(plan): migration 0056 — task_kind column on notes 2026-05-28 08:15:13 -04:00
bvandeusen 5f3da7c004 feat(rulebook): port script — parse FabledRulebook .md → Scribe DB 2026-05-27 22:39:50 -04:00
bvandeusen 9658e9a35c feat(rulebook): Project Rules tab — applicable rules + subscription chips 2026-05-27 22:20:19 -04:00
bvandeusen f2afb2a8bf feat(rulebook): /rules route, nav entry, g+r shortcut 2026-05-27 22:01:54 -04:00
bvandeusen 447adf816c feat(rulebook): subscription panel — toggle projects per rulebook 2026-05-27 22:01:03 -04:00
bvandeusen 75d8e7ab49 feat(rulebook): RulesView three-pane shell + child panes + rule editor 2026-05-27 22:00:32 -04:00
bvandeusen 605dd0a13a feat(rulebook): frontend API client + Pinia store 2026-05-27 21:59:23 -04:00
bvandeusen eab5c5a026 feat(rulebook): augment get_project with applicable_rules + MCP instructions 2026-05-27 21:52:18 -04:00
bvandeusen a1a6c5e47e feat(rulebook): MCP tools — 16 tools for rulebook/topic/rule/subscription 2026-05-27 21:51:39 -04:00
bvandeusen bbbd6b2f28 feat(rulebook): REST routes — rules, subscriptions, applicable rules 2026-05-27 21:34:53 -04:00
bvandeusen 0219c673c1 feat(rulebook): REST routes — rulebook + topic endpoints 2026-05-27 21:34:25 -04:00
bvandeusen 45fe198d54 feat(rulebook): service layer — subscriptions + get_applicable_rules 2026-05-27 21:19:14 -04:00
bvandeusen d3833ba5a4 feat(rulebook): service layer — Rule CRUD with multi-filter list_rules 2026-05-27 21:18:35 -04:00
bvandeusen 38e4220015 feat(rulebook): service layer — Topic CRUD 2026-05-27 21:17:54 -04:00
bvandeusen cfd801d181 feat(rulebook): service layer — Rulebook CRUD + find_rulebook_by_title 2026-05-27 21:17:21 -04:00
bvandeusen 45c2197cdf feat(rulebook): SQLAlchemy models for rulebooks, topics, rules 2026-05-27 21:16:49 -04:00
bvandeusen 05e379263a feat(rulebook): migration 0055 — rulebooks, topics, rules, subscriptions 2026-05-27 21:16:24 -04:00
bvandeusenandClaude Opus 4.7 4806c34a3c refactor: Phase 10 — Ollama service, image cache, config, frontend orphans
Final cleanup phase of the MCP-first pivot.

docker-compose:
  - docker-compose.yml: drop ollama service + OLLAMA_URL/MODEL env vars +
    IMAGE_CACHE / VAPID env comments
  - docker-compose.prod.yml: drop ollama service + Ollama env + GPU
    reservation
  - docker-compose.quickstart.yml: drop ollama service + Ollama env +
    GPU-reservation comment; quickstart instructions now point at the
    MCP Access tab instead of model-pull

Config:
  - Drop OLLAMA_URL, OLLAMA_MODEL, OLLAMA_BACKGROUND_MODEL,
    OLLAMA_KEEP_ALIVE_*, OLLAMA_NUM_CTX, EMBEDDING_MODEL (fastembed
    is hard-coded inside services/embeddings.py)
  - Drop IMAGE_CACHE_DIR, IMAGE_MAX_BYTES (image cache subsystem
    deleted)
  - Drop VAPID_PRIVATE_KEY, VAPID_PUBLIC_KEY, VAPID_CLAIMS_SUB (push
    deleted in phase 8)
  - Drop VOICE_ENABLED, STT_BACKEND, STT_MODEL, TTS_BACKEND (voice
    deleted in phase 8)
  - Drop Config.validate() rules for those keys

Image cache deletion:
  - services/images.py, routes/images.py, models/image_cache.py
  - models/__init__.py: drop ImageCache import
  - app.py: drop images_bp registration
  - alembic/versions/0054_drop_image_cache.py: DROP TABLE image_cache

Frontend client.ts orphan exports stripped:
  - getVoiceStatus, getVoiceList, getVoiceLibrary, installVoice,
    uninstallVoice, transcribeAudio, synthesiseSpeech,
    VoiceStatusResult / VoiceEntry / VoiceLibraryEntry types
  - getJournalConfig, saveJournalConfig, getJournalToday/Day/Days,
    triggerJournalPrep, runJournalCurator, listPendingActions,
    approvePendingAction, rejectPendingAction, listJournalMoments,
    updateJournalMoment, deleteJournalMoment, geocodeAddress
  - JournalConfig / JournalLocation / JournalConversation /
    JournalMessage / JournalDayPayload / JournalMoment /
    CuratorRunResult / PendingCuratorAction types
  - consolidateProfile, clearProfileObservations, listProfileObservations
  - ProfileObservationEntry, learned_summary/observations_* fields on
    UserProfile
  - consolidateTask (cascading update to TaskEditorView)
  - getFableMcpInfo, getNewsItems, GetNewsItemsParams, NewsItem import

TaskEditorView:
  - Drop the auto-summary banner + Re-consolidate button
  - Drop isBodyAutoMaintained gate (editor is always user-controlled now)
  - Drop reconsolidate function + reconsolidating ref

SettingsView:
  - profile ref no longer initialises learned_summary /
    observations_count / observations_updated_at (those fields are
    gone from UserProfile type)

Surviving frontend composables/components flagged for likely future
cleanup but not deleted in this commit (no compile errors, just
unreferenced after Phase 7-8):
  - useAssist, useFloatingAssist, useTagSuggestions, useVad,
    useListenMode, useOnnxPreloader (composables)
  - WorkspaceNoteEditor, WorkspaceTaskPanel, WeatherCard, InlineAssistPanel
    (components)
  - api/client.ts still references /api/notes/assist/* and
    /api/notes/suggest-tags via useAssist + useTagSuggestions — those
    endpoints 404 now but no caller hits them; dead at runtime, harmless.

Compose stack collapses to two services: `app` + `db`. No Ollama, no
voice models, no fable-mcp wheel build. First-boot install reduces to:
  docker compose up -d
  → visit web UI → register → Settings → MCP Access → copy snippet
  → claude mcp add … → done.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 19:10:25 -04:00
bvandeusenandClaude Opus 4.7 b3fca3ced4 migration: drop chat/journal/push/curator/weather tables (Phase 9)
Phase 8 deleted the Python models for these tables; this migration
drops the orphan SQL.

Dropped tables (CASCADE-safe):
  conversations, messages, generation_tool_log,
  moments + moment_embeddings + moment_people/places/tasks/notes,
  pending_curator_actions, push_subscriptions, weather_cache,
  rss_item_embeddings (legacy pre-pivot experiment)

Dropped per-user settings: every voice_*, journal_*, briefing_*,
curator_* key, plus default_model, background_model, assistant_name,
auto_consolidate_tasks, chat_retention_days, think_enabled,
rag_default_scope.

Hard cutover — no downgrade. Existing data in these tables is lost;
the spec explicitly accepted this in exchange for a clean schema.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 18:16:18 -04:00
bvandeusen 8d73f553ca test: drop test_tools_calendar_always_available
Tested that services/tools/_registry exposed event tools to the LLM
tool layer. That layer was removed in Phase 8 commit 91bafb6; event
CRUD is now covered via the MCP tools in test_mcp_tool_events.py.
2026-05-27 18:10:06 -04:00
bvandeusenandClaude Opus 4.7 42861142db chore: remove benchmark notes that were accidentally committed
The bench-*.md files got swept into the Phase 8 mega-commit by
`git add -A`. They were local working-tree notes the user never
intended to track.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 18:09:32 -04:00
bvandeusenandClaude Opus 4.7 91bafb641f refactor: Phase 8 — backend deletion (chat / voice / push / journal / curator)
Mega-commit. Strips all server-side LLM machinery now that Phase 7 has
removed the corresponding UI surfaces and the MCP HTTP endpoint is the
sole assistant interface.

Deleted (services/):
  chat, generation_buffer, generation_log, generation_task, llm, tools/
  (entire package), stt, tts, voice_config, voice_library, push,
  journal_closeout, journal_pipeline, journal_prep, journal_scheduler,
  journal_search, curator, curator_scheduler, consolidation,
  tag_suggestions, research, weather, article_fetcher, pending_actions,
  moments, assist, wikipedia.

Deleted (routes/):
  chat, voice, push, journal, quick_capture, fable_mcp_dist.

Deleted (models/):
  conversation, generation_tool_log, push_subscription,
  pending_curator_action, moment, weather_cache.

Deleted (tests/):
  test_generation_log, test_journal_*, test_consolidation, test_lookup_tool,
  test_notes_consolidation_trigger, test_record_moment_guards,
  test_research_pipeline, test_tools_*, test_tool_use_fixes,
  test_voice_library, test_weather_service, test_calendar_tool_tz,
  test_wikipedia.

Deleted (top-level):
  fable-mcp/ (legacy standalone stdio package — wheel-build pipeline
  also removed from Dockerfile).

app.py:
  - blueprint registrations for the 6 deleted routes
  - startup hook trimmed: no more Ollama warmup, KV-cache priming,
    journal/curator schedulers, voice model loading
  - shutdown hook simplified
  - httpx import dropped (was for Ollama calls)

pyproject.toml:
  - removed deps: pywebpush, feedparser, html2text, trafilatura
  - removed [voice] extras entirely
  - description updated for the MCP-first architecture

Dockerfile:
  - removed faster-whisper / piper-tts install steps
  - removed bundled piper voice download stage
  - removed fable-mcp wheel build stage

Surviving-file edits:
  - services/auth.py: drop Conversation table claim on first-user setup
  - services/backup.py: drop conversation / push-subscription export+restore;
    v1/v2 restore now silently skip pre-pivot conversation data
  - services/notes.py: drop maybe_consolidate trigger on task done/cancelled;
    drop _maybe_trigger_project_summary (LLM auto-summary)
  - services/projects.py: drop generate_project_summary + backfill_project_summaries
    (both LLM-driven)
  - services/user_profile.py: drop append_observations / consolidate /
    clear_learned_data (curator-tied) and build_profile_context
    (was LLM system-prompt builder)
  - services/notifications.py: stub out _fire_push_notif (was send_push_notification)
  - services/event_scheduler.py: drop event-reminder push + chat-retention
    cleanup job; keep CalDAV pull-sync + reminders job (in-app)
  - services/diagnostics.py: _curator_busy() always False
  - routes/notes.py: drop /assist, /assist/stream, /suggest-tags endpoints
  - routes/tasks.py: drop /<id>/consolidate endpoint
  - routes/settings.py: drop /models, KV-cache-prime-on-save, journal-schedule
    timezone hook, and the SearXNG search-test endpoint; inline _is_private_url
    (was in services/llm.py)
  - routes/admin.py: drop /voice, /voice/reload endpoints
  - routes/profile.py: drop /consolidate, /observations (GET, DELETE)
  - models/__init__.py: drop the 6 dead model imports

Frontend cascade:
  - stores/push.ts: deleted entirely (no callers after Phase 7)
  - stores/settings.ts: drop checkVoiceStatus + voice-status state
  - views/SettingsView.vue: drop Locations section + journalConfig state
    (was tied to /api/journal/config); drop JournalConfig + journal/voice
    api/client imports
  - frontend/api/client.ts: orphaned voice/journal/profile-observation/
    fable-mcp-dist exports are left as dead but harmless (call them and
    they 404; type-check is clean).

Pre-existing v1 backups that contained conversations/messages still
restore — those tables are silently dropped from the import path.
Anyone pulling the new image with a populated database will need the
Phase 9 migration to drop the dead tables (coming next).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 17:47:18 -04:00
bvandeusenandClaude Opus 4.7 8bec68abc0 fix(ui): restore missing </div> closing the Notifications tab
The earlier sed-delete of the Push/ChatHistory/About sections from
the Notifications tab also clipped the tab's outer </div>. Vue's
type-checker happily accepted the unbalanced structure (templates
type-check on script bindings, not tag pairing) but Vite's Vue
compiler failed at build time:

  Element is missing end tag.
  file: src/views/SettingsView.vue:1062:5

(The reported line 1062 was the outermost .settings-content div —
Vue's parser blames the outermost open tag when an inner sibling
goes unclosed.)

Confirmed by counting: 115 open <div, 116 </div> before — and now
116/116 after restoring the closing tag between the Email Notifications
section and the Integrations tab.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 15:38:06 -04:00
bvandeusenandClaude Opus 4.7 ba6f2c7614 refactor(ui): purge SettingsView dead JS left over from Phase 7
The Phase 7 template strip left script-level state, functions, and
imports that no template ever referenced. TypeScript strict mode
(noUnusedLocals + noUnusedParameters) caught all of them on CI.

Removed from the script:
  - chat retention: chatRetentionDays, savingRetention, saveRetention
  - VAPID/push: vapidResetting/Msg/Error, resetVapidKeys, usePushStore,
    pushStore.checkSubscription() call in onMounted
  - admin voice block: adminVoiceEnabled, adminVoiceSttModel,
    savingAdminVoice, adminVoiceSaved, voiceLoadingModels,
    saveAdminVoice, reloadVoiceModels (plus the matching admin
    template block — that was still present and referenced these)
  - user voice block: voiceStatus, voiceStatusLoading, availableVoices,
    voiceTtsVoice, voiceTtsSpeed, voiceSpeechStyle, savingVoice,
    voiceSaved, voiceTabLoaded, the whole voice library
    (voiceLibrary, voiceLibraryLoading/Error/Filter/Expanded,
    installingVoiceIds, uninstallingVoiceIds, filteredVoiceLibrary,
    formatVoiceSize, loadVoiceLibrary, refreshInstalledVoices,
    installLibraryVoice, uninstallLibraryVoice, loadVoiceTab,
    voicePreviewing, previewVoice, saveVoiceSettings)
  - observations / consolidation: consolidating, clearingObs,
    observations, observationsExpanded/Loading/Loaded,
    toggleObservations, onToggleCloseout, runConsolidate,
    clearObservations
  - assistant / model management: assistantName, defaultModel,
    backgroundModel, installedModels, defaultChatModel, OllamaModel
    interface, ollamaModels, pullModelName, pullProgress, pulling,
    deletingModel, formatBytes, loadOllamaModels, pullModel,
    deleteModel, saveAssistant, saving, saved
  - api/client imports: getVoiceStatus, getVoiceList, getVoiceLibrary,
    installVoice, uninstallVoice, synthesiseSpeech, consolidateProfile,
    clearProfileObservations, listProfileObservations,
    VoiceStatusResult, VoiceEntry, VoiceLibraryEntry,
    ProfileObservationEntry

Surviving: journalConfig + locations editor + temp_unit selector
(Profile→Locations section still uses these to manage home/work
addresses for any future feature; the journal-specific prep/closeout
fields on the same object are dead but harmless as object members).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 15:26:51 -04:00
bvandeusenandClaude Opus 4.7 18eb1e7ab2 refactor(ui): Phase 7 — strip chat/voice/journal/workspace/home surfaces
Frontend deletion phase of the MCP-first pivot. All in-app
conversational surfaces are gone — Claude/MCP is the assistant now.

Deleted views:
  ChatView, JournalView, WorkspaceView, HomeView

Deleted components:
  ChatPanel, ChatInputBar, ChatMessage, ChatStreamingBubble,
  ToolCallCard, ToolConfirmCard, WorkspaceChatWidget

Deleted composables + store:
  useVoiceRecorder, useVoiceAudio, useStreamingTts, stores/chat

Router changes:
  - / now redirects to /knowledge (was /journal)
  - dropped /chat, /chat/:id, /journal, /workspace/:projectId
  - /tasks still redirects to / (→ /knowledge)
  - /notes still redirects to /knowledge

KnowledgeView:
  - removed ChatPanel + ChatInputBar embeds
  - removed minichat floating widget + state + handlers
  - removed Chat link from today bar
  - removed `chatStore` driven auto-refresh-on-tool-call watch

App.vue:
  - removed useChatStore + startStatusPolling/stopStatusPolling
  - removed VAD ONNX preloader (voice subsystem dead)
  - removed visibilitychange listener (only did voice status re-check)
  - removed `c` single-key shortcut (focus chat / goto chat)
  - removed `g+c` two-key sequence (goto chat)
  - removed Chat section from shortcuts overlay
  - removed `.chat-page` / `.workspace-root` CSS overflow rule

AppHeader.vue:
  - removed useChatStore + status indicator (Ollama model status)
  - removed Chat / Journal nav links (desktop + mobile)

SettingsView.vue (4598 → 4079 lines):
  - removed Voice tab entirely
  - Notifications tab: dropped Push Notifications + Chat History
    + About sections (kept Email Notifications)
  - General tab: dropped Assistant (name + model pickers) +
    Model Management sections (kept Tasks + Timezone)
  - Profile tab: dropped Journal + Observations sections
  - VALID_TABS + tab list array no longer include "voice"
  - removed `loadVoiceTab()` activation trigger

Service worker (frontend/public/sw.js):
  - dropped push and notificationclick handlers (push subsystem
    only fired on internal generation completion, which is gone)
  - kept empty fetch handler as PWA installability shell

Script-level dead code (state refs, helper functions referencing
removed APIs) remains in SettingsView and stores/push.ts and
stores/settings.ts for now — Phase 8 backend deletion will clean
those up alongside the matching backend route removals.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 15:14:00 -04:00
bvandeusenandClaude Opus 4.7 05b0bf97d7 fix(mcp): list_events tz-aware UTC range + end-of-day inclusive
Phase 6 smoke caught:

  Error executing tool list_events:
    can't compare offset-naive and offset-aware datetimes

Event.start_dt is stored timezone-aware; the wrapper was passing naive
datetimes built from datetime.fromisoformat("YYYY-MM-DD"), so the SQL
comparison crashed. Also: the docstring promises "date_to inclusive at
end-of-day" but the code was using midnight-of-date_to, which would
silently miss same-day events after midnight.

Extracted the range math into _day_range_utc() so create/update_event's
_combine() can stay as-is (it stays naive — the service localizes
create/update inputs against the user's tz, that path didn't crash).

Test updated to match: assert tz-aware UTC datetimes and the +24h
bump for end-of-day-inclusive semantics.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 14:57:38 -04:00
bvandeusenandClaude Opus 4.7 02fe500d61 fix(mcp): disable DNS-rebinding protection on FastMCP
FastMCP defaults to an allow-list of localhost variants for the Host
header (DNS-rebinding protection). Any deployment behind a reverse
proxy hitting a non-localhost hostname (e.g. devassistant.traefik.internal)
gets 421 Misdirected Request with:

  WARNING mcp.server.transport_security: Invalid Host header: <name>

The protection exists to stop a malicious browser page from rebinding
DNS to attack a localhost MCP server. Our deployment is HTTP transport
behind a reverse proxy with bearer-token auth, which already gates
every request — so the rebinding threat doesn't apply. Disabling
the check lets any Host through; auth still rejects unauthorized
requests at 401.

This also makes the integration test pass without test-only host
hackery — every realistic Host header (Traefik internal hostname,
CDN domain, custom DNS) now reaches FastMCP cleanly.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 14:16:47 -04:00
bvandeusen 06a532b0e6 test(mcp): include Host header in raw-ASGI test scope
FastMCP's transport_security module enforces a Host header as DNS-
rebinding protection. Raw-ASGI scope construction doesn't fill it in
automatically (real HTTP clients always send one), so the test
request was getting 421 Misdirected Request with a log warning:

  Missing Host header in request

Production is unaffected — real curl, Claude Code, and any real
client send a Host header.
2026-05-27 13:11:39 -04:00
bvandeusenandClaude Opus 4.7 65d3711a11 fix(mcp): start FastMCP session manager via Quart serving lifecycle
After fixing the /mcp path forwarding in 1fd303a, requests now reach
FastMCP — but its StreamableHTTPSessionManager raises:

  RuntimeError: Task group is not initialized. Make sure to use run().

The session manager owns a task group that must be running before it
can handle requests. In a stand-alone Starlette app this happens via
the `lifespan` parameter (lifespan = session_manager.run). Hosted
inside Quart, my dispatch wrapper only forwards HTTP events, not
lifespan, so the manager never got its startup signal.

Fix: hook session_manager.run() (an async context manager) into
Quart's @app.before_serving and @app.after_serving so the task group
is alive across the serving window.

The CI integration test was hitting the same crash because it drives
app.asgi_app raw without going through Quart's serving lifecycle —
@before_serving never fires. Updated the test to manually enter
session_manager.run() around the request.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 12:59:29 -04:00
bvandeusenandClaude Opus 4.7 1fd303abe3 fix(mcp): don't strip /mcp prefix; FastMCP's handler is mounted there
The dispatch wrapper was rewriting scope['path'] from '/mcp' to '/'
before handing off to FastMCP. But FastMCP's streamable_http_app
mounts the JSON-RPC handler at '/mcp' (its default), so the rewritten
'/' had no matching route and FastMCP returned 404. Auth middleware
was correctly firing first (a no-auth request still gets 401), the
bug was only on the post-auth path.

Symptom: `claude mcp add ...` succeeds, registration shows in
`claude mcp list`, but connection fails because the initialize
handshake returns 404 instead of an MCP capabilities response.

Fix: pass the scope through unmodified. FastMCP's own routing matches
the '/mcp' path.

Also tightened the integration test that should have caught this —
it was asserting `status != 401`, which a 404 trivially passes. Now
asserts `== 200`, the actual expected response for initialize.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 12:55:47 -04:00
bvandeusenandClaude Opus 4.7 0cc09f917d fix(ui): claude mcp add takes URL as positional arg, not --url
The generated Claude Code snippet was outputting:
  claude mcp add ... scribe-dev --url <URL> --header ...

But `claude mcp add` errors out with `unknown option '--url'`. The
URL is a positional argument, not a flag:
  claude mcp add [--transport ...] [--scope ...] <name> <url> [--header ...]

Dropped --url and put the URL inline as a positional. Claude Desktop
JSON snippet was already correct (uses {url, headers} keys, not a
CLI flag).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 12:45:28 -04:00
bvandeusenandClaude Opus 4.7 6aa84002b3 refactor(mcp): drop fable_ prefix from tool names; rebrand to Scribe
MCP clients see tools namespaced by the server's local name already
(mcp__<server>__<tool>), so the fable_ prefix on every tool name was
redundant and ate tokens in the model's tool list.

Tools renamed (34 total):
  fable_search → search
  fable_list_notes / get_note / create_note / update_note / delete_note → list_notes / ...
  fable_list_tasks / get_task / create_task / update_task / add_task_log → list_tasks / ...
  fable_list_projects / get_project / create_project / update_project → list_projects / ...
  fable_list_milestones / create_milestone / update_milestone → list_milestones / ...
  fable_list_events / create_event / get_event / update_event / delete_event → list_events / ...
  fable_list_tags → list_tags
  fable_get_recent → get_recent
  fable_list_persons / create_person / update_person → list_persons / ...
  fable_list_places / create_place / update_place → list_places / ...
  fable_list_lists / create_list / update_list → list_lists / ...

Also rebranded in MCP scope:
  FastMCP("fable", ...) → FastMCP("scribe", ...)
  auth realm "fable-mcp" → "scribe-mcp"
  ASGI scope key fable_user_id → scribe_user_id
  ContextVar label fable_mcp_user_id → scribe_mcp_user_id
  Tool docstrings "in Fable" / "Fable task" → "in Scribe" / "Scribe task"
  Server _INSTRUCTIONS prose

Deliberately kept:
  - The internal Python package name `fabledassistant` (per project naming
    convention — internal stays).
  - "Fabled Scribe" as the official product/brand name (page footer,
    smtp_from_name default).
  - References to the legacy `fable-mcp/` standalone package in docstrings
    explaining what we ported from — accurate until that directory is
    deleted in Phase 10.

Client impact: existing MCP registrations need
  claude mcp remove <name> && claude mcp add ...
once with a freshly-copied snippet from Settings → MCP Access. Claude
Code then re-discovers tools on connect — old conversations that
referenced fable_* tool names will see "tool not found" on those calls
until updated.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 11:48:55 -04:00
bvandeusenandClaude Opus 4.7 97c22941a8 feat(ui): configurable MCP server name + scope; start Scribe rebrand
Settings → MCP Access now lets you tune the generated snippet:

  - Server name input (default: 'scribe', stored per browser in
    localStorage). The name appears both in the claude mcp add
    command and as the JSON key in claude_desktop_config.json's
    mcpServers map.
  - Scope dropdown: user / project / local. Drives the --scope
    flag in the claude mcp add snippet. Picks 'project' to commit
    the server into the current repo's .mcp.json.

User-visible 'Fable' → 'Scribe' in MCP Access tab copy (lead text,
Claude Desktop step). Branding pivot in the rest of the app
(assistant_name placeholder, SMTP defaults, version line, etc.) is
deferred — chat/journal copy is going away in Phase 7 anyway.

Deliberately NOT touched:
  - Tool names (fable_*) — protocol-level identifiers; renaming
    breaks any Claude session, agent, or automation that referenced
    them. Warrants its own phase.
  - mcp/server.py: FastMCP('fable', ...) server name — same reason.
  - Internal package name fabledassistant — per the project's
    naming convention (CLAUDE.md memory), internal stays.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 11:22:28 -04:00
bvandeusenandClaude Opus 4.7 27b5c45f27 feat(ui): MCP Access tab — HTTP transport, in-app endpoint
Rewrites the apikeys settings tab for the new MCP architecture:

  - Tab label: 'API Keys' → 'MCP Access'
  - Shows the in-app MCP URL (<origin>/mcp) with a copy button
  - Claude Code snippet uses --transport http + --url + --header
  - Claude Desktop snippet uses {url, headers: {Authorization}}
  - Drops the wheel-download flow, the 'Other' client tab, and the
    stdio env file / Claude config download helpers — those were
    for the standalone fable-mcp package which goes away in phase 8

The api_keys backend stays unchanged — keys double as bearer tokens
for the /mcp endpoint via the existing auth.py middleware.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 21:23:06 -04:00
bvandeusenandClaude Opus 4.7 52d6a8ed53 feat(embeddings): swap Ollama for fastembed (in-process ONNX)
Replaces the Ollama HTTP get_embedding with a fastembed.TextEmbedding
singleton loaded lazily on first call. Model: BAAI/bge-small-en-v1.5
(384-dim), cached to /data/fastembed-cache.

Public API unchanged:
  - get_embedding(text, model=None) — `model` now silently ignored
  - upsert_note_embedding
  - semantic_search_notes
  - backfill_note_embeddings

_cosine_similarity gains a defensive length-mismatch check so any
stale 768-dim row that survived the migration is treated as 0.0
similarity rather than crashing zip().

The Ollama client dep stays in pyproject for now (other services still
use it); Phase 7 removes it once chat/journal/curator are gone.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 21:02:30 -04:00
bvandeusen 12d0ebeb84 migration: clear note_embeddings for fastembed swap (768d → 384d)
JSONB column so no type change needed — just wipe and let the
startup backfill regenerate at the new dimension.
2026-05-26 21:01:23 -04:00
bvandeusen 5a9859e12f deps: add fastembed (ollama client stays for now, removed in phase 7) 2026-05-26 21:01:00 -04:00
bvandeusenandClaude Opus 4.7 d4f3516552 feat(mcp): typed-entity tools (person/place/list)
Nine tools — list/create/update for each of person, place, list.
Get and delete reuse fable_get_note / fable_delete_note (typed
entities share the Note model).

Lists: the wrappers accept an `items: list[str]` for ergonomics and
translate to the {text, checked} dict shape that
services/knowledge.py and KnowledgeView.vue expect. items=[] clears;
items=None leaves unchanged.

Updates do an explicit get → merge → update round trip so updating
one typed field doesn't clobber the others stored alongside it in
entity_meta (which is a single JSONB column).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:53:36 -04:00
bvandeusenandClaude Opus 4.7 6961144c3a feat(mcp): fable_list_tags + fable_get_recent
Two cross-type bootstrap tools:

- fable_list_tags: tag vocabulary with usage counts, top-N by count.
  Aggregation in Python (not SQL UNNEST) — trivial perf cost at
  personal scale, much easier to test.

- fable_get_recent: most-recently-touched items across notes, tasks,
  projects, events. Useful for Claude to ask 'what was I working on
  recently' at the start of a conversation.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:51:59 -04:00
bvandeusenandClaude Opus 4.7 9a76c4718b feat(mcp): event CRUD tools
Five new tools (events weren't in fable-mcp before). Split
start_date + start_time inputs combine into a naive datetime that
services/events.py interprets in the user's local timezone.

Sentinels for update:
  - empty strings → leave unchanged
  - duration_minutes=-1 → leave unchanged
  - duration_minutes=0 → set to point event (NULL duration)
  - start_date/start_time must BOTH be set to move the event

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:50:54 -04:00
bvandeusenandClaude Opus 4.7 4d6bae77b4 feat(mcp): project + milestone CRUD tools
Seven tools matching existing fable-mcp contracts:
  - fable_list/get/create/update_project (no delete; archive via status)
  - fable_list/create/update_milestone (no get; no delete)

LLM-era similarity-check / 'confirmed' guard for create_project is
NOT replicated — Claude doesn't need it. The service's auto-summary
regeneration side effect (services.projects.update_project) stays
for now; gets removed in Phase 7 along with all other LLM code.

Notable sentinels:
  - update_milestone: order_index=-1 means "leave unchanged" (0 is valid)
  - create_milestone: description="" becomes None at the service layer

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:24:07 -04:00
bvandeusenandClaude Opus 4.7 d086c9b606 feat(mcp): task CRUD tools + add_task_log
Five tools wrapping services/notes.py with is_task=True (tasks are
notes with non-null status) plus services/task_logs.create_log for
add_task_log. Matches existing fable-mcp contracts. No delete_task —
preserves existing surface; cancel by updating status to "cancelled".

fable_get_task enriches with parent_title (extra service call when
parent_id is set), matching the existing route's behavior.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:22:30 -04:00
bvandeusenandClaude Opus 4.7 b026421985 feat(mcp): note CRUD tools (list/get/create/update/delete)
Five tools wrapping services/notes.py with is_task=False. Signatures
mirror the existing fable-mcp note tool contracts so Claude usage is
unchanged.

Key behavior the tests pin down:
  - list_notes repackages (rows, total) tuple into {notes, total}
  - tag=""/search_text="" are "no filter" sentinels
  - update_note ONLY sends non-default fields to the service (the
    main risk: a default empty string overwriting real data)
  - tags=[] is an explicit clear; tags=None is "leave unchanged"
  - project_id=0 on create => orphan; on update => leave unchanged
    (preserved limitation from existing fable-mcp)

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:20:27 -04:00
bvandeusenandClaude Opus 4.7 fd0431dfb6 feat(mcp): tools/ package + fable_search
Establishes the tool pattern: each tool module exposes register(mcp),
register_all() aggregates them, build_mcp_server() calls register_all.

fable_search mirrors the existing fable-mcp contract (q/content_type/limit
in; {results, total} out) but calls services.embeddings.semantic_search_notes
directly instead of going over HTTP. User comes from mcp.current_user_id().

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:18:36 -04:00
bvandeusenandClaude Opus 4.7 3579db2f06 feat(mcp): per-request user_id contextvar for tool handlers
Adds mcp._context.current_user_id() backed by a ContextVar. The ASGI
auth middleware sets it before dispatching to FastMCP and resets it
on the way out, so tool handlers can read the acting user without
re-parsing the request scope.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 20:17:04 -04:00
bvandeusenandClaude Opus 4.7 3cc5c7dcab test(mcp): drop the bypass test (covered implicitly)
Driving Quart's full request pipeline via a hand-rolled ASGI scope
(no lifespan startup, no hypercorn-provided state) doesn't produce
a response. The 3 remaining tests cover the actual MCP middleware
behavior. The bypass property is implicit — if the middleware ate
non-/mcp requests, every existing /api/* test would fail.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 19:58:45 -04:00
bvandeusenandClaude Opus 4.7 38265906f1 test(mcp): drive ASGI app directly, skip Quart test_client
Quart's test_client expects its request pipeline to populate
app._preserved_context. Our /mcp middleware deliberately bypasses
that pipeline (forwarding straight to FastMCP), so test_client's
teardown blew up with AttributeError. The middleware is correct;
the test harness was wrong.

Build raw ASGI scope/receive/send and call app.asgi_app directly —
which is what production hypercorn does anyway.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 19:54:46 -04:00
bvandeusenandClaude Opus 4.7 94f7a6de37 feat(mcp): mount /mcp endpoint with bearer-token auth
Wires FastMCP's streamable-HTTP ASGI sub-app into the Quart app via
asgi_app replacement. Requests under /mcp are stripped, auth-checked
against api_keys, and forwarded to FastMCP with fable_user_id set on
the ASGI scope. All other paths pass through to the original Quart
dispatch unchanged.

Tests cover the three auth paths (no header, invalid token, valid
token) plus a regression check that non-/mcp paths bypass the MCP
dispatch.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 19:15:42 -04:00
bvandeusenandClaude Opus 4.7 caa504913f feat(mcp): bearer-token auth resolver
Thin parser over the existing api_keys lookup. Strips the Bearer
prefix, validates the token via services/api_keys.lookup_key (which
already filters revoked keys and updates last_used_at), and returns
the user_id for the in-flight MCP request.

Tests follow the existing mock-async_session pattern in
test_api_keys.py rather than introducing a real DB fixture.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 19:13:31 -04:00
bvandeusenandClaude Opus 4.7 198f11ee09 feat(mcp): scaffold in-app FastMCP package
Empty FastMCP instance with the post-pivot instructions block. Tools
get registered in phases 2 and 3; ASGI mounting + bearer-auth comes
in task 1.4.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 19:12:57 -04:00
bvandeusenandClaude Opus 4.7 b97a8ce457 deps: add mcp[cli] for in-app MCP server
First step of the MCP-first pivot. Adds the official Anthropic MCP SDK
so we can mount a FastMCP HTTP endpoint inside the main Quart app.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-26 19:12:35 -04:00
bvandeusenandClaude Opus 4.7 8a8d6fc9f2 feat(diagnostics): persist crash state to /data so it survives container death
The previous diagnostic instrumentation only wrote to stdout — fine for
'tail the logs while debugging', useless for 'crash happened at 3am
and Docker rotated the logs by morning'. This commit makes the
diagnostic state durable across container restart, OOM-kill, and log
rotation by writing to the mounted /data volume.

Four artifacts in /data/diagnostics/:

- current.json — overwritten atomically every heartbeat. Holds the
  last known good snapshot (rss, asyncio_tasks, db_pool, curator_busy,
  uptime, pid). Post-crash, this file alone tells you what the app
  was doing 0-60 seconds before it died. Atomic write (tmp+rename)
  so a crash mid-write can't leave a half-written file.

- last_shutdown.json — written when SIGTERM/SIGINT is caught OR
  after_serving fires cleanly. If this file's mtime is older than
  current.json's, the previous run died WITHOUT calling shutdown
  (== SIGKILL, OOM-kill, or container hard-stop).

- last_exception.json — written when the asyncio exception hook
  fires. Includes task name, coro name, exception type and message
  alongside the resource snapshot.

- diag.log + diag.log.1..5 — rotating file log (10 MB × 5 backups
  = 50 MB cap) containing every heartbeat, signal, and exception.
  Separate from the app's stdout logger so Docker log rotation
  can't take it out.

- previous_run.json — written at startup IF the post-mortem detects
  the previous run died abruptly. Includes the abrupt-death snapshot
  preserved for retrospection, so a recurring crash pattern can be
  diffed over time.

Post-mortem at startup:
- Reads current.json + last_shutdown.json mtimes.
- If current.json is newer (== no clean shutdown happened after the
  last heartbeat), logs a WARNING: 'PREVIOUS RUN DIED ABRUPTLY. Last
  heartbeat was Xs before this startup. Last-known state: {...}'
- The warning lands in BOTH stdout AND the persistent diag.log, so
  the operator notices it even if they only check one place.
- Stashes the abrupt-death snapshot in previous_run.json for later.

How the operator uses this after a crash:
1. cat /data/diagnostics/current.json    -- last known good state
2. cat /data/diagnostics/last_shutdown.json   -- did it shut down cleanly?
3. cat /data/diagnostics/last_exception.json  -- any unhandled exception?
4. tail -100 /data/diagnostics/diag.log  -- the lead-up

If current is newer than last_shutdown and last_exception doesn't
exist: SIGKILL or OOM (uncatchable). Check docker exit code 137
and host dmesg for oom-killer lines.

If last_exception.json exists: a background task crashed. The
traceback in the file names the coro.

If current.json's rss_mb was climbing across heartbeats: memory
leak / OOM trajectory. Bound the cause to whatever was active.

If current.json's db_pool checked_out was climbing: connection leak.
Look for code paths opening async_session() without exiting
'async with'.

If curator_busy=true across multiple heartbeats: curator hung on
Ollama. Restart Ollama or the Scribe stack to release the lock.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 01:32:56 -04:00
bvandeusenandClaude Opus 4.7 eb02603092 feat: diagnostic instrumentation for crash investigation
Recurring app/db crashes with no clear cause in existing logs.
Adds three crash-class indicators with minimal overhead (~1 log
line/min, 0.1ms work per heartbeat).

services/diagnostics.py:

1. **Heartbeat** every 60s logs a snapshot:
   - RSS memory (from /proc/self/status — no deps).
   - asyncio task count.
   - DB pool: size / checked_in / checked_out / overflow.
   - Curator busy state (from is_curator_running()).
   - Uptime.

   A sudden silence in heartbeats bounds the crash time to within
   60s. The last snapshot before silence usually rules in or out:
   memory growth -> OOM, pool exhaustion -> connection leak, hung
   curator -> stuck async task.

2. **Signal handler** for SIGTERM/SIGINT logs the signal name +
   final snapshot before letting Hypercorn handle the actual
   shutdown. Distinguishes 'orderly shutdown via signal X' from
   'silent log gap then container exit code 137' (SIGKILL / OOM-kill
   are uncatchable; their absence in our log IS the diagnostic).

3. **Asyncio exception hook** logs full tracebacks for unhandled
   task exceptions with the task/coro name. Default behaviour
   swallows these silently — exactly the pattern that locked us
   out of chat at 409 for an hour back on 2026-05-22 before we
   added the guard around run_generation.

app.py wires start_diagnostics() into before_serving and
stop_diagnostics() into after_serving. stop_diagnostics emits one
final snapshot so the silence that follows is intentional, not a
crash.

How to use the new logs to diagnose:
- App restarts with 'received SIGTERM' in the last lines:
  Orderly shutdown (docker stop / swarm restart / manual). Look
  upstream for who issued it.
- App restarts with no shutdown line, last heartbeat 30+s before:
  Likely SIGKILL — OOM-kill or container resource limit. Check
  'docker ps -a' for exit code 137, or 'dmesg | grep -i kill' on host.
- App restarts with no shutdown line, heartbeat showed climbing
  RSS: Memory leak. Snapshot the last heartbeat's MB value vs
  earlier — if it doubled over hours, OOM is the cause.
- App restarts, db_pool checked_out kept growing: Connection leak.
  Look for code paths that open async_session() but never exit
  the 'async with' block.
- App seemed alive but stopped responding to requests, heartbeats
  continued: Curator hung holding _CURATOR_RUN_LOCK. Check
  curator_busy=true across multiple heartbeats — if stuck >5min,
  the Ollama call hung. Restart Ollama or the Scribe stack.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-25 00:31:05 -04:00
bvandeusenandClaude Opus 4.7 1b65c44339 ux: rename model fields + enforce serial curator execution
Three coordinated changes per operator request 2026-05-24:

1. Settings UI rename matching the language we actually use:
   - Chat Model -> Chat & Voice Model
   - Worker Model -> Curator Model
   Setting KEYS (default_model / background_model) unchanged on
   purpose; renaming them requires a migration touching 50+ call
   sites for purely UX-facing benefit.

2. Settings UI help text rewritten:
   - Chat & Voice: documents that it handles chat AND small
     conversational automations (titles, tags). Recommends
     OLLAMA_NUM_PARALLEL=2+ on the Ollama server so background
     automations get their own KV-cache slot and don't evict
     the chat model's working state.
   - Curator: notes the app enforces SERIAL execution regardless
     of NUM_PARALLEL — only one curator pass runs at a time. This
     matters most for 70b CPU models where a second instance
     would waste system RAM.

3. Enforce serial curator execution globally:
   - New module-level _CURATOR_RUN_LOCK in services/curator.py.
   - run_curator_for_conversation now wraps its body in 'async
     with _CURATOR_RUN_LOCK' — every entry point (scheduler sweep,
     manual route trigger, future hooks) is serialized through it.
   - is_curator_running() helper exposes the lock state.
   - routes/journal.py manual trigger checks is_curator_running()
     first and returns 409 {busy: true} immediately rather than
     blocking the HTTP request for minutes waiting for a 70b CPU
     pass to finish. The user can retry once the curator clears.

   Why a 409 instead of queue: a curator pass on a 70b CPU model
   can take 5+ minutes. Tying up an HTTP worker that long is bad;
   making the user wait without feedback is worse. 409 surfaces
   the busy state immediately and the user retries when they want.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-24 11:30:42 -04:00
bvandeusenandClaude Opus 4.7 f72bba91aa tighten prompts: curator dedup + entity intros, prep no-invent, chat one-question
Three prompt fixes addressing real failure modes observed in dev
journal data (conv 312, May 23):

curator.py — JOURNAL_CALIBRATION:
1. Strengthen the one-call-per-beat rule. Previous wording said 'do
   not collapse multiple beats' but didn't explicitly forbid the
   reverse: multiple record_moment calls for the SAME beat with
   different phrasings. Observed in moments 7+8, 9+10, 11+14, 12+15,
   13+16 — same content captured twice within a single curator pass.
   New rule: explicit 'EXACTLY ONE tool call per distinct beat', plus
   a 'check whether you already recorded this beat this turn' step.
2. Rewrite the save_person/save_place guidance. Previous wording
   over-emphasized 'better to skip than invent' to the point that
   the curator ignored explicit user introductions like 'my father's
   name is Dale and my mother's name is Lynn, we went to Olive Garden'
   — no save_person for Dale or Lynn, no save_place for Olive Garden.
   The conservative-skip rule should apply to AMBIGUOUS mentions
   ('a friend told me'), not to explicit introductions. New rule
   spells this out with positive examples.

journal_prep.py — _PREP_SYSTEM_PROMPT:
Extend the no-invent guards. The existing rule covered weather
specifically; today's prep added new fabrications:
- 'tasks due today include X' when tasks_due_today is empty and X is
  actually 64 days overdue
- 'at 1:00 PM' when no time exists in the data
- 'currently in progress' applied to tasks where status is 'todo'

Three new rules: (a) never invent a task's due status — frame by the
bucket it actually appears under; (b) never invent times of day —
tasks have dates, not times; (c) never paraphrase a task's status
to something the data doesn't say.

journal_pipeline.py — JOURNAL_CALIBRATION:
1. Promote the one-question rule from buried bullet to top of the
   prompt, with stronger phrasing ('ONE question per reply, MAXIMUM
   ... if you find yourself writing a second question mark, delete
   it'). Observed: 3 questions per reply in every conv 312 assistant
   turn ('how was it? what'd you order? did she enjoy it?').
2. Add explicit no-fishing rule: don't ask the user to share pictures,
   send details, fetch information for the model. Reacts to what they
   actually said, not what they didn't. Observed: 'do you have any
   pictures you can share?' on msg 789.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 23:27:07 -04:00
bvandeusenandClaude Opus 4.7 85b212fbf2 refactor(models): route tasks to chat vs worker per new architecture
Chat and background model roles effectively swapped during the
conversation+curator pivot, but call sites still used OLD routing.
This commit re-routes each call to the model whose new role fits.

Moved to background_model (worker — heavy, deliberate):
- services/journal_prep.py: daily prep generation.
- services/user_profile.py: observation consolidation.

Moved to default_model (chat — small, fast):
- services/chat.py save_response_as_note: note title generation.
- services/tag_suggestions.py: tag suggestions.

Already routed correctly (unchanged): curator, closeout, consolidation,
project summaries, history summarization.

SettingsView.vue: help text rewritten for both model fields to
describe new roles. Background Model UI label renamed to Worker
Model so the heavier role is visible from the picker. Warning copy
updated to recommend OLLAMA_MAX_LOADED_MODELS=2+ so chat and worker
can stay loaded simultaneously.

Schema names default_model and background_model unchanged on purpose
(renaming requires migration + touches ~50 call sites for UX-only gain).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 11:00:47 -04:00
bvandeusenandClaude Opus 4.7 48b99b62be feat(curator): Needs Review panel in journal right rail (C5/5)
The frontend half of the review queue. Closes the curator approval
loop end-to-end.

JournalView.vue:
- New 'Needs Review' section in the right rail, ABOVE the Captures
  panel (per the design decision: pending stands out, captures are
  ambient). Hidden entirely when nothing is pending so the rail stays
  calm.
- Each pending action renders as a card:
  - Header: action_type chip (e.g. 'update_note') + human-readable
    title built from pendingTitle() ('Update Famous Supply network
    restage', 'Delete Old grocery list', etc.).
  - Diff body:
    - For deletes: a red 'Permanent delete' warning.
    - For updates: field-level diff rows (field name | old | → | new)
      computed by pendingDiff(), which compares the curator's payload
      against the snapshot taken at proposal time. Skips lookup-only
      params (query, task, project, milestone, confirmed) so the diff
      shows only what'd actually change.
    - Empty-diff fallback for tools without snapshot helpers.
  - Approve / Reject buttons. Disabled while a request is in flight
    via reviewingIds Set so double-clicks can't fire twice.
- Approve calls approvePendingAction → server replays the original
  tool call with authority='user'; toast on success/error.
- Reject calls rejectPendingAction → marks rejected, no execution.
- Both actions refresh the pending list AND the moments list (since
  approving an update_note could affect what shows in captures).
- loadPendingActions() also runs after every manual curator trigger
  and on initial mount, so the panel reflects current state without
  manual page refresh.

CSS: warm-tinted panel using --color-warning so the section visually
distinguishes from the neutral captures feed below. Approve button
in success-green, reject in muted. Diff rows use a grid layout with
old-value strikethrough and an arrow separator.

End-to-end demo loop:
1. Have a journal conversation that includes 'mark the Famous Supply
   task as done'.
2. Wait for curator sweep or hit 'Process captures'.
3. Curator search_notes('Famous Supply'), then update_note(...) is
   intercepted by execute_tool(authority='curator') and queued.
4. The Needs Review panel shows: 'Update task Famous Supply network
   restage' with status diff todo→done.
5. Click Approve → execute_tool replays with authority='user' →
   the task moves to done. Card disappears from Needs Review.

This is the last C* commit in the queue. The curator now has a safe
path to mutate user data via proposals, with the user firmly in the
loop on every change.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 10:33:42 -04:00
bvandeusenandClaude Opus 4.7 4048a771d2 feat(curator): pending-action API routes + client helpers (C4/5)
The HTTP surface for the review queue. Three endpoints, all under
the existing /api/journal blueprint to keep the journal-related routes
together:

- GET    /api/journal/pending — list current user's pending actions.
- POST   /api/journal/pending/<id>/approve — replay the proposed tool
         call via execute_tool(authority='user'). On success, marks
         the row 'approved'; on replay error, leaves it pending so
         the user can retry.
- POST   /api/journal/pending/<id>/reject — marks 'rejected' with no
         execution.

Each route is a thin wrapper around services/pending_actions and
delegates user-scoping to the service (which checks user_id on every
load — actions are private to the proposer).

api/client.ts:
- PendingCuratorAction interface mirroring the backend dict shape:
  id, user_id, conv_id, action_type, target_type/id/label, payload,
  current_snapshot, status, timestamps.
- listPendingActions / approvePendingAction / rejectPendingAction
  helpers for the upcoming Needs Review panel.

C5 next: the panel itself.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-23 10:09:40 -04:00
bvandeusenandClaude Opus 4.7 3a316551be feat(curator): authority routing — mutating tools queue for review (C3/5)
The interceptor that closes the loop on the curator review queue.
With this commit, the curator can call update_note / update_milestone
/ update_project / update_profile / delete_note — those calls are
caught by execute_tool's authority='curator' path, snapshotted, and
written to pending_curator_actions for the user to approve or reject
later. Additive tools still run immediately.

services/tools/_registry.py:
- New _CURATOR_MUTATING_TOOLS frozenset: {update_note, update_milestone,
  update_project, update_profile, delete_note}. update_event /
  delete_event intentionally excluded — calendar events should always
  be explicit user intent.
- execute_tool gains a keyword-only  parameter, defaulting
  to 'user'. Default behaviour is unchanged; existing callers keep
  working without changes.
- When authority='curator' AND tool is in _CURATOR_MUTATING_TOOLS,
  _queue_for_review captures a snapshot of the target via a per-tool
  helper and writes a pending action. Returns {success:true,
  pending:true, action_id:N, message:...} so the curator sees the
  call as 'completed' for its bookkeeping.
- Per-tool snapshot helpers: _snapshot_note (covers update_note +
  delete_note — uses the same fuzzy match update_note_tool uses, so
  the snapshot reflects what'd actually be mutated), _snapshot_milestone,
  _snapshot_project, _snapshot_profile. Snapshot capture is best-effort
  — failure logs but still queues with empty snapshot so a curator
  proposal never silently drops.

services/curator.py:
- Allowlist now includes the five mutating tools. They're safe to expose
  because execute_tool intercepts them; the curator can propose without
  being able to actually mutate.
- The execute_tool call now passes authority='curator'.
- System prompt explicitly authorizes the proposal pattern:
  'update_note', 'update_milestone', 'update_project', 'update_profile',
  'delete_note' are described as proposing tools that wait for user
  approval. 'Don't try to update or delete anything' line removed.

services/pending_actions.py:
- approve() now passes authority='user' on the replay so the curator
  interceptor doesn't re-route the replay back into pending and create
  an infinite loop.

What's left in the queue:
- C4: API routes (list/approve/reject endpoints).
- C5: Frontend Needs Review panel.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 22:37:55 -04:00
bvandeusenandClaude Opus 4.7 6be7328d8c feat(curator): pending_curator_actions schema + service (C2/5)
The backend foundation for curator-proposed mutations awaiting user
approval. No tools route to this yet — that's C3's job. This commit
just lands the schema and the service API everything else will use.

Migration 0051 — new table:
- id, user_id (CASCADE), conv_id (SET NULL — survives conv deletion).
- action_type (the tool name to replay), target_type/target_id/
  target_label (display hints).
- payload (jsonb — the curator's proposed args, replayed verbatim
  on approval).
- current_snapshot (jsonb — the target's state at proposal time, so
  the review UI can render an honest diff even if other work modified
  the entity between proposal and review).
- status ('pending' / 'approved' / 'rejected') + CHECK constraint.
- created_at / reviewed_at.
- Partial index ix_pending_curator_actions_user_pending narrowed to
  status='pending' — the Needs Review panel hits this constantly,
  history rows just accumulate.

Model: PendingCuratorAction with to_dict() for API serialization.

Service services/pending_actions.py:
- create_pending(...) — called from the curator interceptor (C3).
  Accepts an already-fetched current_snapshot so each mutating tool
  can capture target state in its own way (notes vs milestones vs
  profile have different shapes).
- list_pending(user_id, limit=50) — what the Needs Review panel reads.
- approve(action_id, user_id) — replays via execute_tool and marks
  approved on success. Stays pending on replay error so the user
  can retry. NOTE: approve passes the request through execute_tool
  unchanged for now; C3 will add authority='user' so the upcoming
  curator interceptor doesn't re-intercept the replay and loop.
- reject(action_id, user_id) — marks rejected with no execution.

C3 next: wires the curator interceptor (authority='curator' on
execute_tool routes mutating tools to create_pending instead of
running them), adds the mutating tools back to the curator's
allowlist, and updates approve() to pass authority='user'.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 22:34:16 -04:00
bvandeusenandClaude Opus 4.7 a988ffa349 feat(curator): cross-reference past work in the summary (C1/5)
Layer 2 of the surfacing strategy (per 2026-05-23 design discussion).
The curator already has search_notes / search_journal / search_projects
in its allowlist for entity resolution; this commit just directs it
to use those searches more broadly — to surface relevant past work
that connects to today's beats.

Specifically, the system prompt now instructs the curator to:
- Search for projects/topics/people the user mentions, even when not
  strictly needed for record_moment entity linking.
- Weave 1-2 short references to relevant past entries into the final
  summary line, when they connect meaningfully to today's beats.

The summary feeds back into the chat model's system prompt on the
next turn (per Phase 3 of the architecture), so the chat model gains
contextual awareness of related past work without needing tools to
retrieve it itself.

Light explicit guardrails in the prompt: don't enumerate (avoid 'found
5 related notes'), don't invent references (only mention what was
actually retrieved), don't force a connection when nothing relevant
turns up.

This is the prompt-only Layer 2. Layer 1 (always-on RAG injection
into chat context) was already in place. Layer 3 (dedicated 'you
might want to revisit' surface in the right rail) is deliberately
deferred until 1+2 are observed in practice.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 22:32:01 -04:00
bvandeusenandClaude Opus 4.7 d76f52b578 feat(curator): additive-only tool scope; transcript shows User/Assistant only
Two related tightenings to the curator's behavior, both driven by user
questions about scope (2026-05-23):

1. **Tighten the prompt to extract beats only from User: lines.**

The transcript shows each message prefixed with role (User: / Assistant:).
The previous prompt instructed the model to capture beats but didn't
explicitly forbid using Assistant: content as a source. A small or
medium model could read 'It sounds like you had coffee with Sarah'
from an Assistant: line and turn it into a moment, even though that's
the assistant paraphrasing the user — not a user statement.

New prompt explicitly: Only User: lines are journal entries. Assistant:
lines are context for disambiguation only. Never create a record from
content that appears only in Assistant: text.

2. **Additive-only tool allowlist for the curator.**

The curator previously had access to the full journal tool set —
including update_*, delete_*, create_event, set_rag_scope, etc. The
architecture removed tools from the chat for exactly the reason that
confidently-wrong tool calls corrupt user data; the curator faces
the same risk async. Filtering the tool list at curator-time keeps
the boundary tight even if the system prompt fails to dissuade the
model from hallucinated tool names.

New _CURATOR_ALLOWED_TOOLS frozenset includes:
- Additive primary work: record_moment, create_note (handles both
  notes and tasks via status), log_work (appends to existing task
  timeline — additive on its own row), save_person, save_place,
  create_project, create_milestone.
- Read-only helpers needed for entity resolution: search_notes,
  search_projects, search_journal, list_tasks, list_projects,
  list_milestones, read_note, get_project, get_profile.

Explicitly excluded: every update_*, every delete_*, create_event
(calendar events need explicit user intent, not curator inference),
set_rag_scope, lookup/research_topic/search_images (different
surface entirely).

Two-layer enforcement: the system prompt lists what's available and
forbids the rest, AND the actual tools list passed to Ollama is
filtered to the allowlist. So even if the model hallucinates a
forbidden tool name, the call can't fire — execute_tool returns
'Unknown tool: <name>'.

Bonus cleanup: _format_transcript now skips system and tool-role
messages. They were noise for the curator's task (system prompts
are instructions, tool results are JSON from prior calls). The
narrowed transcript matches the contract the prompt enforces.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 22:11:25 -04:00
bvandeusenandClaude Opus 4.7 37596ce31c remove(llm): retire think_enabled setting entirely
Two-in-one cleanup motivated by the chat hang in dev 2026-05-22.

The crash root cause from the guarded-task traceback:

    UnboundLocalError: cannot access local variable 'get_setting'
    where it is not associated with a value
      File generation_task.py:257, in run_generation
        think = (await get_setting(user_id, 'think_enabled', 'false'))...

generation_task.py imports get_setting at module top, but a later
'if voice_mode: from ... import get_setting' block scopes it as a
function-local. When voice_mode=False the local import never runs,
but Python had already flagged get_setting as local for the entire
body — the think_enabled read at line 257 hit UnboundLocalError.

The line itself was dead-weight anyway. With the conversation+curator
architecture: chat ships tools=[] (think on a no-tools pass is pure
latency cost; nothing for the model to reason ABOUT in tool-call
terms), and the curator hardcodes think=False already. The user
setting was a holdover from before the architecture pivot. Removing
it entirely is cleaner than fixing the scoping bug to preserve a
toggle nobody should be using:

- generation_task.py: think hardcoded False. Removed the get_setting
  call (which fixes the UnboundLocalError as a side effect).
- SettingsView.vue: dropped the Enable model thinking checkbox, the
  thinkEnabled / savingThinkEnabled refs, the saveThinkEnabled
  function, and the think_enabled load step.
- Migration 0050: DELETE FROM settings WHERE key='think_enabled'
  to clean up any stored rows.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 21:03:25 -04:00
bvandeusenandClaude Opus 4.7 fdb0f10848 fix(chat,curator): unstick chat from silent generation crashes; curator only sees new messages
Two related reliability fixes.

1. routes/chat.py — guard run_generation against uncaught exceptions.

run_generation is launched with asyncio.create_task(); any exception
raised inside the coroutine is silently swallowed by the event loop,
the buffer stays in GenerationState.RUNNING forever, and every
subsequent POST /api/chat/conversations/<id>/messages returns 409
'Generation already in progress' — locking the user out of the chat
with no log trail.

Observed in dev 2026-05-22: assistant message 768 created at 20:36:59
with status=generating, stayed in that state for an hour+, and four
follow-up message attempts returned 409 instantly. The generation
task hung before any internal log line could fire, so the only
diagnostic was the 409 responses themselves.

Wrap run_generation in _run_generation_guarded() that catches
exceptions, logs with full traceback, transitions the buffer to
ERRORED, emits a final 'done' SSE event so any active stream
client closes cleanly, and marks the assistant message status=error
in the DB. After this, a stuck conversation recovers on its own
the next time the user sends a message — no manual DB poke needed.

2. services/curator_scheduler.py — pass last_curator_run_at as 'since'
to the curator so each sweep only sees messages added after the
previous successful pass.

Previously the scheduler called run_curator_for_conversation(conv_id)
with no 'since' argument, so the curator defaulted to its 24h
lookback window. Within an active journal session that meant every
15-min sweep re-extracted beats from messages already captured
on prior sweeps — producing duplicate moments.

_candidate_conversations() now returns (conv_id, last_curator_run_at)
tuples; _sweep() threads the timestamp through. First-run case
(last_curator_run_at IS NULL) falls back to the curator's default
24h window, which is what we want — process recent backlog on
first contact, then only deltas after.

Manual trigger path (POST /api/journal/curator/run/<conv_id>) is
intentionally NOT changed; it still passes since=None so the
24h re-sweep behaviour is preserved for ad-hoc 'reprocess today'
clicks from the UI.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 17:55:52 -04:00
bvandeusenandClaude Opus 4.7 49325816a3 fix(journal): chat-only system prompt; don't pre-warm OLLAMA_MODEL
Two architectural bugs in the conversation+curator rollout that
explain the no-response chat in dev:

1. Journal system prompt still instructed tool calls.
   JOURNAL_CALIBRATION instructed the model to CALL record_moment,
   search_notes, save_person, etc. — but the chat surface ships tools=[]
   per the new architecture. The model received contradictory orders
   ('use these tools' + 'you have no tools') and produced either empty
   output or tool-call-shaped text that gets stripped to empty content,
   surfacing as status=error or stuck status=generating messages.
   Replaced with a chat-only calibration: ~25 lines focused on tone,
   length, anti-coaching, and the load-bearing rule 'never claim to
   have done anything for the user' (the curator handles capture
   silently and separately). JOURNAL_PERSONA also rewritten to drop
   the 'use tools to act on their behalf' line.

2. Pre-warm warmed Config.OLLAMA_MODEL ahead of user's real choice.
   _pull_model(Config.OLLAMA_MODEL, warm=True) at boot pushed the
   system default (qwen3:latest) into VRAM before _warm_user_models()
   ran for each user's actual default_model setting. On a single-GPU
   setup the second warm could swap the first out — so the user's
   chat model wasn't necessarily resident when their first message
   landed. Now we just pull the supporting models without warming
   them; only user-configured chat models get warm.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 16:42:33 -04:00
bvandeusenandClaude Opus 4.7 dac5433353 fix(journal): captures panel filter uses date_from and date_to
/api/journal/moments takes date_from + date_to query params, not the
single 'date' name the frontend was sending. Filter was silently
ignored; the panel showed every moment in the database ordered by
recency, making it look like a weird recap of past events instead of
today's captures.

No backend change; just send the right param names.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 14:59:50 -04:00
bvandeusenandClaude Opus 4.7 bccee7f192 fix(ci): use POSIX case for tag selection so :dev actually pushes
Buried smoking gun: every CI run since the ci-python:3.14 migration
has silently failed to push the `:dev` tag. The build logs for commit
2a374d9 show:

    /var/run/act/workflow/tags.sh: 4: [[: not found
    /var/run/act/workflow/tags.sh: 6: [[: not found

act_runner invokes the workflow's `run:` block with `sh -e` (dash on
Debian-based ci-python:3.14, NOT bash). The original bash-only `[[ ]]`
syntax failed silently, the `:dev` tag never got appended to TAGS,
and only the SHA-tagged image was pushed. The `:dev` tag in the
registry has been stuck on whatever build last managed to push it —
likely back when CI ran on a bash-y Ubuntu runner before the migration.

This is why the deployed stack has been running a stale image despite
multiple successful "CI passed" runs: it pulls `:dev`, and `:dev` was
months out of date.

POSIX `case` is dash-compatible AND bash-compatible. Same intent
(decide which extra tags to append based on ref); no behaviour change
other than actually executing correctly.

This commit itself touches .forgejo/workflows/ci.yml, so it triggers
a fresh CI run that — for the first time in a while — should push
both :<sha> AND :dev. After this lands, redeploying the stack will
finally pull the recent code.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 14:20:46 -04:00
bvandeusenandClaude Opus 4.7 2a374d9b86 ci: add workflow_dispatch for manual re-runs
Lets you re-run CI from the Forgejo Actions UI without needing a
trivial commit. Useful when:
- An image has been built but the deployed stack didn't pick it up
  (re-run forces a fresh push + any post-CI hooks fire again).
- A transient upstream issue caused a build to fail (HF download
  flake during the voice-bundle step, registry hiccup, etc.) and
  re-running against the same source produces different behaviour.

This commit itself touches .forgejo/workflows/ci.yml so it triggers
a build by the normal paths rule, giving you a fresh :dev image
right now in addition to enabling future manual re-runs.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 14:13:08 -04:00
bvandeusenandClaude Opus 4.7 9d70c7be76 fix(journal): rephrase captures-button title to avoid Vue template escape
Vue's template parser doesn't handle JS-style \\' escaping inside
double-quoted attribute values, so `today\\'s` produced a compiler
crash during the production frontend build. Rephrased to avoid the
apostrophe entirely. No functional change.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 10:37:49 -04:00
bvandeusenandClaude Opus 4.7 7d71f126a2 fix(tests): relax voice ID regex test — don't assert HF casing convention
The voice_library regex's purpose is to prevent path traversal and
filter structurally-malformed IDs, not to enforce the HF catalog's
lowercase-language convention. Asserting that EN_US-amy-medium is
rejected was a category error — uppercase variants pass the regex
but would 404 at install time against HF, which is a harmless dead
end, not a security gap. Comment in the test now explains the scope.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 10:13:08 -04:00
bvandeusenandClaude Opus 4.7 fa97ade8e3 feat(journal): curator summary feeds back into chat context (Phase 3)
The architecture loop closes. Curator extracts beats and writes a
≤240-char summary; the next chat turn loads that summary into the
journal system prompt so the chat model — which has no tools and
cannot retrieve anything itself — gains awareness of recent topics
captured by the curator.

Migration 0049:
- conversations.curator_summary (text, nullable). Last-write-wins; no
  history of prior summaries.

models/conversation.py:
- New curator_summary column on Conversation.

services/curator_scheduler.py:
- _stamp_last_run() takes an optional summary kwarg; persists it when
  non-empty (clobbering the previous summary). Empty summary keeps
  the existing one rather than overwriting useful context with "".
- _sweep() passes result.summary through.

routes/journal.py:
- Manual /api/journal/curator/run/<conv_id> writes curator_summary
  alongside last_curator_run_at on success.

services/journal_pipeline.py:
- build_journal_system_prompt() gains an optional `conv_id` param.
  When provided, appends a "CURATOR NOTES" block at the end of the
  system prompt with the conversation's stored summary. Positioned
  after ambient context so the chat model treats it as current
  awareness rather than background.

services/llm.py:
- Threads conv_id through to build_journal_system_prompt.

This is the last commit of the conversation+curator architecture
arc (Fable #172):
- Phase 1a (a7002a8): chat=tools[], curator service backend
- Phase 1b (a73dd17): right-rail captures panel + manual trigger
- Phase 2   (83f1676): auto-scheduler every 15 min
- Phase 3   (this): curator summary → chat context feedback loop

Operator can now device-test the architecture end-to-end: have a
journal conversation (model can't lie about tool calls because it
has none), wait for the scheduler or hit "Process captures", see
moments appear in the right rail, then continue the conversation
and notice the chat model staying topic-aware via the summary block.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 10:09:33 -04:00
bvandeusenandClaude Opus 4.7 83f1676d72 feat(journal): auto-scheduler for curator (Phase 2)
The curator now runs automatically every 15 minutes against any
journal conversation that has user messages newer than its last
curator run. Manual triggers from Phase 1b still work and now also
stamp the timestamp so the scheduler doesn't double-process.

Migration 0048:
- conversations.last_curator_run_at (timestamptz, nullable).
- Partial index ix_conversations_journal_last_curator on the column
  filtered to conversation_type='journal'. The scheduler's candidate
  query is "journal AND (NULL OR stale)" so an index narrowed to
  journal rows is the right shape — index size stays small even on
  instances with many non-journal conversations.

models/conversation.py:
- New `last_curator_run_at` column on Conversation. DateTime imported.

services/curator_scheduler.py (new):
- IntervalTrigger every 15 min via BackgroundScheduler (same pattern
  as journal_scheduler.py).
- _candidate_conversations(): SELECT journal conversations where the
  newest user message is newer than last_curator_run_at (or NULL).
  Capped at 20 per sweep so a backlog after downtime doesn't stall
  the scheduler.
- _sweep() processes candidates sequentially under an asyncio.Lock
  so overlapping ticks can't double-fire on the same conversation.
  Failed runs leave the timestamp alone — natural retry on next sweep.
- start_/stop_curator_scheduler() wired into app.py boot/shutdown.

routes/journal.py:
- Manual /api/journal/curator/run/<conv_id> stamps last_curator_run_at
  on success. Errors don't stamp so the scheduler retries.

What's still pending:
- Phase 3: feedback loop (curator summary into chat context). Currently
  the curator's summary lives in the run result but doesn't reach the
  chat model.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 10:07:12 -04:00
bvandeusenandClaude Opus 4.7 a73dd17a1b feat(journal): right-rail captures panel + manual curator trigger (Phase 1b)
Frontend half of the conversation+curator architecture. Pairs with the
backend in commit a7002a8. With this commit, you can have a journal
conversation (chat model has no tools, doesn't try to capture), then
press a button and see what the curator extracts.

JournalView.vue:
- New "Captures" section in the right rail, above the existing
  "Upcoming" events block. Shows moments from the selected day with
  timestamp, content, and entity/task/note chips.
- "Process captures" button (Sparkles icon). Disabled for non-today
  days because we're not back-running the curator over historical
  conversations. Toast on success/failure with timing + tool-call
  count from the CuratorRunResult.
- Captures auto-load on day change AND immediately after a curator
  run completes — the right rail reflects current state without a
  page reload.
- Bound CSS scoped to the rail: cards with a primary-color left
  border, monospaced timestamps, chips for people/places/tasks/notes.

api/client.ts:
- CuratorRunResult type matching the backend dataclass.
- runJournalCurator(convId) helper.
- Pass empty body to apiPost() to satisfy the 2-arg signature
  (caller-side fix, not a backend change).

What's not in this commit (deferred):
- The captures panel doesn't show captures from days where the curator
  hasn't run yet, even if they would later be captured. Visible only
  AFTER a curator pass. (Phase 2's scheduler closes this gap by
  running automatically.)
- No edit/delete affordances on captures yet — that comes when we
  add the moment-editing UI (out of scope for the conversation+curator
  architecture commit chain).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 10:04:56 -04:00
bvandeusenandClaude Opus 4.7 a7002a89a0 feat(journal): chat model has no tools; curator runs them async (Phase 1a)
Backend half of the conversation+curator architecture (Fable #172).
Decouples the journal chat surface from tool calling: the chat model
now sees `tools=[]` and just talks, while a separate curator pass
extracts beats and fires the tool calls.

services/generation_task.py:
- When conversation_type == "journal", pass `tools=[]` to Ollama
  regardless of what the journal tool set would normally provide.
  The chat model literally cannot fire record_moment / create_task /
  etc., so it cannot lie about firing them — the primary failure
  mode this architecture removes.

services/curator.py (new):
- `run_curator_for_conversation(conv_id, since=None)` loads recent
  messages, builds a curator-specific system prompt (extract beats,
  emit tool calls, optionally a one-line summary), and iterates the
  Ollama tool-call loop using the user's background_model so the
  chat model's KV cache survives.
- Same tool registry as a normal journal conversation
  (record_moment, search_notes, update_task, create_task,
  save_person, save_place, etc.). The curator chooses naturally
  among them; no need for a separate curator-specific filter.
- Returns CuratorRunResult with per-call status + a summary line.
- Caps at 4 tool-call rounds — bounded task (extract beats from a
  fixed transcript), shouldn't need more.
- Errors land in result.error rather than raising; the manual
  trigger surface (and later the scheduler) want a structured
  result, not exceptions.

routes/journal.py:
- New POST /api/journal/curator/run/<conv_id> for manual triggers.
  Validates conv ownership before running. Returns the
  CuratorRunResult dict so the UI can show what was captured.

What's not in this commit (deferred to later phases):
- The scheduler that auto-runs the curator (phase 2 — adds the
  `conversations.last_curator_run_at` column + APScheduler job).
- Curator → chat feedback loop (phase 3 — summary gets injected
  into subsequent chat system prompts).
- Right-rail captures panel in JournalView (phase 1b — pure frontend
  work, separate commit for clean review).
- Research surface separation (phase 4).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 09:03:24 -04:00
bvandeusenandClaude Opus 4.7 39ab5d69a9 feat(voice): admin UI to browse + install piper voices from HuggingFace
Building on the kokoro→piper swap (B1), this adds the admin-side
voice management story so additional voices can be installed without
rebuilding the image. The bundled two voices stay as immediate defaults;
everything else is opt-in via a one-click install from the catalog.

Backend (services/voice_library.py):
- fetch_catalog() pulls voices.json from the piper-voices HF repo with
  a 24h in-memory TTL. Manual refresh available via ?refresh=1 on the
  library endpoint.
- shape_catalog_for_ui() projects the raw HF dict (~250 voices, lots of
  nesting) into UI-friendly cards: id, name, language, country, quality,
  size, install state. Sorted by language_code then name for stable
  display. Install state distinguishes bundled (read-only) from user
  (admin-installed, can be removed).
- install_voice() downloads .onnx + .onnx.json into /data/voices with
  atomic .tmp → rename so a failed partial download can't leave a
  corrupt model around. Idempotent — re-installing an already-present
  voice is a no-op.
- uninstall_voice() removes /data voices; bundled /opt voices raise
  PermissionError (403 at the route layer).
- Strict voice-id regex prevents path traversal in install/uninstall.

Routes (admin-only, since these write to shared /data and affect all
users on the instance):
- GET    /api/voice/voices/library
- POST   /api/voice/voices/install
- DELETE /api/voice/voices/<voice_id>

Frontend:
- New "Voice Library" section in Settings → Voice, visible only to
  admin users. Collapsed by default; expand to load the catalog
  on-demand (doesn't hammer HF for non-admins).
- Free-text filter across id, language code, language name, country,
  and dataset name. Refresh button forces a catalog re-fetch.
- Per-voice row shows id, language/country/quality/speaker count, size,
  and either an Install button, a Remove button (user voices), or a
  "bundled" badge (read-only voices in /opt/piper-voices).
- Installs and uninstalls refresh both the library list AND the active
  voice picker so the new voice is immediately selectable.
- VoiceLibraryEntry exported from api/client.ts; new client helpers
  getVoiceLibrary/installVoice/uninstallVoice.

Tests:
- Pure-transformation unit tests for shape_catalog_for_ui,
  _resolve_file_urls, and the voice-id regex (path-traversal coverage).
- DB/network paths (fetch_catalog, install_voice) need a real
  environment — left to CI integration tests or device verification.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 08:18:22 -04:00
bvandeusenandClaude Opus 4.7 4a9d8eaa2d fix(docker): download piper voices via Python urllib (curl not in slim)
python:3.14-slim doesn't ship curl or wget. The previous voice-download
step assumed it did and failed with "curl: not found" (exit 127) in
build stage 8.

Replaced with a Docker BuildKit heredoc that runs python3 directly,
using urllib.request.urlretrieve. Python is already installed (it's
the base image), so this needs no additional apt packages and keeps
the image footprint identical. The `# syntax=docker/dockerfile:1`
directive at the top of this file already pulls in a BuildKit
frontend that supports heredoc syntax.

The download itself is unchanged: en_US-amy-medium and en_US-ryan-medium
into /opt/piper-voices, with both .onnx and .onnx.json sidecar files.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 08:06:28 -04:00
bvandeusenandClaude Opus 4.7 a28f75994a feat(voice): swap kokoro TTS → piper-tts
Kokoro has been stale upstream since April 2025 (`requires_python<3.13`),
which broke the Python 3.14 build. Piper is the active replacement:
maintained by OHF/Home Assistant, depends only on onnxruntime +
pathvalidate (no torch, no spacy, no transformers), and has cp314
support today.

Dockerfile:
- Add `pip install piper-tts` after the STT install.
- Bundle two default voices (en_US-amy-medium, en_US-ryan-medium) into
  /opt/piper-voices at build. Additional voices can be downloaded into
  /data/voices via the admin UI (separate commit).
- Image add over the STT-only baseline: ~150 MB.

services/tts.py — full rewrite:
- New voice-discovery layer scans /opt/piper-voices + /data/voices for
  .onnx + .onnx.json pairs. /data wins over /opt for the same id so
  admin-downloaded voices can override bundled defaults.
- Single PiperVoice kept warm; switches via _switch_voice() when the
  user changes their voice_tts_voice setting.
- list_voices() returns metadata read from .onnx.json sidecars (label
  derived from filename, language, quality, sample_rate).
- synthesise() uses piper's SynthesisConfig; converts kokoro-shaped
  `speed` multiplier to piper's `length_scale` (1.0 / speed).
- `voice_blend` parameter accepted but ignored — piper has no blend
  equivalent; first entry's voice is used if anything is passed.
- Dropped: HuggingFace commit-hash tracking (~80 lines), the daily
  check_for_kokoro_updates task, voice-tensor blending math.

routes/voice.py:
- tts_backend reports "piper" in /api/voice/status.
- /api/voice/voices no longer requires tts_available() — even with
  the active voice failed to load, the catalog still lets the user
  pick a different one.
- Synthesise request body dropped the voice_blend field; speed and
  voice still supported.

alembic 0047_reset_voice_tts_settings:
- Deletes any stored voice_tts_voice (kokoro IDs that don't map to
  piper) and voice_tts_blend (no piper equivalent) rows. Both
  re-default cleanly on next read.

frontend:
- VoiceBlendEntry type removed from api/client.ts.
- synthesiseSpeech() signature dropped the voiceBlend parameter.
- SettingsView.vue Voice Blend section removed entirely (slider,
  preview, slot management). voice_tts_blend save path removed.
- Default voice id changed from "af_heart" to "en_US-amy-medium".
- VoiceEntry gains optional language/quality/sample_rate fields
  from the richer piper sidecar metadata.

Voice paths remain lazily guarded — `VOICE_ENABLED=false` (default)
starts the app cleanly regardless of which TTS deps are present.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-22 07:59:09 -04:00
bvandeusenandClaude Opus 4.7 c91b9c46ff fix(docker): restore STT (faster-whisper) on Python 3.14
Previously removed all voice deps from the runtime image because of the
numpy<2 / cp314 wheel chain. Actual upstream check (PyPI 2026-05-21)
shows the chain has resolved for the STT half:

- ctranslate2 v4.7.2 (2026-05-19) ships cp314 wheels
- faster-whisper v1.2.1 is pure Python and works on any supported runtime
- onnxruntime v1.26.0 has cp314 wheels (not used here but shared with
  the upcoming piper-tts install)

The blocker was kokoro, not the whole stack. Kokoro has been stale
upstream since April 2025 with a `requires_python='<3.13'` pin; that's
being replaced separately with piper-tts.

This commit restores ONLY STT — faster-whisper + soundfile. No torch
(ctranslate2 does its own CPU inference), no kokoro, no spacy. Image
add: ~150 MB.

Voice code is lazily guarded; STT now works when VOICE_ENABLED=true.
TTS still fails gracefully (kokoro import error logged, voice degrades)
until the piper-tts swap lands.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:58:12 -04:00
bvandeusenandClaude Opus 4.7 9137bf698a fix(docker): drop voice deps from runtime image to unblock 3.14 build
CI broke on the build job: kokoro's resolver walks back to a version
that pins numpy<2, which has no cp314 wheel; pip falls back to compiling
numpy from source; python:3.14-slim has no compiler; build fails.

Removing the voice deps install (torch + faster-whisper + kokoro +
soundfile + spacy) from the runtime image:
- unblocks the 3.14 build immediately
- shrinks the image by ~2 GB (torch alone)
- aligns with the explicit operator preference (voice/TTS doesn't pay
  off in their workflow; conversational chat will get smaller/faster
  with the new no-tools chat model on GPU, so transcription matters
  even less)

Voice paths in code are already lazily guarded — TYPE_CHECKING-only
imports plus try/except inside load_stt_model. With VOICE_ENABLED=false
(default), the app starts cleanly with no voice deps installed. With
voice enabled, the import error is caught and logged; the feature
degrades gracefully rather than crashing.

To re-enable voice in a future build, `pyproject.toml` already has the
`voice` extra ready: install it with `pip install .[voice]` plus the
torch index pin, and download spacy en_core_web_sm. Dockerfile comment
documents the path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:18:56 -04:00
bvandeusenandClaude Opus 4.7 bf7a29e8a0 feat(llm): per-turn tool-call telemetry (generation_tool_log)
Adds an empirical surface for evaluating model swaps. One row per
assistant turn captures: model, think_enabled, tools_available,
tools_attempted, tools_succeeded, tools_failed (with error details
as JSONB). Without this, judging whether a new model "actually fires
record_moment when it should" relies on anecdote across user-reported
sessions. With it, the data is queryable directly.

Pieces:
- Migration 0046: generation_tool_log table with user_created and
  per-conversation indexes.
- Model: SQLAlchemy GenerationToolLog with to_dict() for plain-dict
  consumption outside session scope.
- Service: log_tool_outcomes() normalizes the in-app tool-call shape
  (function/result/status) into the split buckets and persists. It
  catches its own exceptions — telemetry failure must NEVER affect
  the user-facing generation flow. recent_logs() helper for read.
- Integration in run_generation: called once per turn right after
  log_generation, fire-and-forget.
- Tests: pure-normalization unit tests using a stub session — no DB
  needed in CI. Cover the success/error split, the empty-tool-calls
  case, the exception-swallowing contract, and the success=False
  edge case where status incorrectly says "success".

No UI for the telemetry yet — internal infrastructure (the operator
is the consumer, not the journal user), which the FabledRulebook
"no UI no ship" explicitly excepts. Query via psql or extend the
Fable MCP later if direct shell access gets tiresome.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:04:09 -04:00
bvandeusenandClaude Opus 4.7 d345b32856 feat(llm): user-controlled think mode (default off); remove qwen3 hardcode
The chat generation pipeline previously forced think=True unconditionally
to match qwen3's combined think+tools template, locking the system into
that model family. Bench data (2026-05-21, qwen3:30b-a3b/qwen3:32b on
CPU) showed thinking adds 1-2 minutes per turn for unclear quality
benefit — qwen3:30b-a3b even produced more rambling with think on.

This decouples think from the model family by reading a per-user
`think_enabled` setting (default `false`). Non-qwen3 models can now run
through the same pipeline without the silent-generation failure mode
that content-gated thinking would have caused — they just don't think.
qwen3 users who still want thinking can opt in via the Settings UI.

Settings UI:
- New "Enable model thinking" checkbox in General → Assistant section.
- Help text explains the default-off rationale and when to opt in.
- Persists via the existing settings API; no schema migration needed
  (Setting is key/value text).

Telemetry to confirm whether this regresses tool-call reliability on
qwen3 (the current model) is in a follow-up commit (generation_tool_log).

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 22:00:44 -04:00
bvandeusenandClaude Opus 4.7 2d5d3ffdff bench_ollama: PEP 723 inline script metadata for uv-run
Was failing with ModuleNotFoundError for httpx when run via system
python — httpx is a project dep but isn't on the system interpreter's
path. Adding PEP 723 script metadata + uv-run shebang means the script
auto-resolves its deps in an ephemeral venv on every invocation, no
project-venv setup required.

Run with `uv run scripts/bench_ollama.py …` or directly via the shebang
`./scripts/bench_ollama.py …`. `python scripts/bench_ollama.py …` still
works only when httpx happens to be on the active interpreter.

Docstring updated to reflect the running options.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 14:53:18 -04:00
bvandeusenandClaude Opus 4.7 cf986b5097 bench_ollama: add --think on|off|auto for cross-family comparison
The curator scenario hardcoded think=true, which is qwen3-family-specific.
Non-qwen3 models silently ignore the field, so cross-family curator
comparisons were apples-to-oranges (qwen thinks, others don't).

New --think flag:
- auto (default): scenario-driven — chat=off, curator=on. Matches the
  prior behaviour and the most common case.
- off: force disabled across all runs. Use for fair cross-family
  comparison; aligns behaviour explicitly even though non-qwen models
  would ignore think anyway.
- on: force enabled across all runs. Use to measure what think
  contributes on the same model (paired runs: --think off then on).

Output markdown table now records the think mode used, so saved results
are self-documenting when you diff cross-server or cross-config.

Docstring + usage examples updated to reflect the qwen3 candidate set
the bench was originally tuned for.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 13:34:20 -04:00
bvandeusenandClaude Opus 4.7 d3d4294c30 scripts: add bench_ollama.py for CPU/GPU model benchmarking
Standalone tool to measure Ollama model performance under the two
workload shapes the chat+curator architecture would impose:

- chat scenario: short user message, short reply, no thinking. Mirrors
  the no-tools chat companion's expected load.
- curator scenario: ~700-token journal transcript with an extraction
  prompt, thinking enabled. Mirrors the curator's expected load.

Defaults to CPU-only inference (num_gpu=0). Streams responses; reports
TTFT, total wall time, tokens/sec (from Ollama's eval_count/eval_duration
so it excludes client-side stream overhead), and prompt token count.
First request per (model, num_gpu) is a warm-up to load the model into
memory; not counted in the measured runs.

Designed for cross-server comparison: --server points at any Ollama
instance, --out writes a markdown table. Comparing the two CPU servers
becomes a matter of running the same command on each and diffing the
output.

Lives outside the chat/curator architecture commitment — measurement
tool only. Tells us "is qwen2.5:32b on CPU fast enough for a 10-20 min
curator cadence?" without writing any of the architecture code yet.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-21 08:53:10 -04:00
bvandeusenandClaude Opus 4.7 41d252e9d1 deps: pin requires-python = ">=3.14"; commit uv.lock
Match CI + runtime target exactly — both run Python 3.14, so the
package metadata signals consumers that we don't test against 3.12/3.13.

uv.lock is tracked so the test job's `uv venv` resolution is
reproducible (currently the test job installs the editable package
without consulting the lockfile; future work could wire `uv sync` in).
Lockfile resolves 179 packages against Python 3.14.4.

ci-requirements.md updated to drop the prior "permissive lower bound"
caveat.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 20:25:01 -04:00
bvandeusenandClaude Opus 4.7 6cf70e22db compose(db): lenient healthcheck + stop_grace_period to survive host stalls
Mitigation for the nightly fabledscribe Postgres outage on the
vdnt-docker02 Swarm node (incidents 2026-05-15/16/17 around 03:50 UTC).
Confirmed kill chain (not the trigger): a brief host-level setns/exec
stall makes the Docker healthcheck exec fail with exit 1 → unhealthy →
SIGKILL → fast-shutdown can't finish on NFS in 10s → exit 137 → swarm
restart_policy.max_attempts: 5 burns out → DB stays dead.

Hardens the `db` service so a transient host blip can't escalate to
killing the database:
- stop_grace_period: 120s (gives PG room to fsync on shutdown)
- healthcheck: interval 30s / timeout 10s / retries 10 / start_period 180s
  (only gates app startup order — not authoritative liveness)
- prod: restart_policy condition=on-failure, max_attempts=0, window=120s
- quickstart/dev: restart: unless-stopped

Host-side trigger (what stalls runc/exec at ~03:50 UTC) is still under
investigation — see project_pg_nightly_outage.md.

Note: the Portainer prod stack differs from docker-compose.prod.yml
here (NFS bind, traefik labels, no ollama). The same `db:` block needs
to be pasted into Portainer for the prod mitigation to apply.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 20:18:19 -04:00
bvandeusenandClaude Opus 4.7 3f1bcc3360 ci: consume shared ci-python:3.14 image; bump runtime to 3.14
Migrate to the FabledRulebook CI-Runner contract:

- .forgejo/workflows/ci.yml: all four jobs (typecheck/lint/test/build)
  now schedule on the `python-ci` runner label and run inside
  container.image: git.fabledsword.com/bvandeusen/ci-python:3.14
  (Python 3.14 + Node 24 + ruff + uv + Docker CLI). Dropped the inline
  uv install in the test job — uv is now baked into the image.
- Dockerfile: production runtime bumped to python:3.14-slim so test
  results stay representative against what we ship.
- ci-requirements.md: new file at repo root declaring image deps and
  per-job installs (per FabledRulebook ci-runners.md).
- infra/Dockerfile.runner-base: deleted. The in-repo runner base
  (Ubuntu 24.04 + Python 3.12 + Node 22) is superseded by the shared
  ci-python image. The runner-host deployment files
  (runner-compose.yml + act-runner-config.yml) stay as deployment-shape
  documentation; source of truth is the deployed config.
- docs/development.md: CI/CD + Runner sections refreshed.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 20:16:26 -04:00
bvandeusenandClaude Opus 4.7 5d2d27c499 fix(journal): anti-hallucination hardening + message_count fix
Prep prose (services/journal_prep.py):
- Emit explicit "WEATHER: none available — do NOT mention weather"
  absent-marker so a small model can't invent partly-cloudy/temperature
  prose when both configured locations have empty addresses.
- Replace negative-only system rule with positive-anchored guidance
  forbidding weather/temp/precip mentions unless a numeric WEATHER
  section is present; also bans echoing parenthetical labels verbatim.
- Reword overdue header to "(past their due date, still open — backlog,
  not today's work)" and render lines as "was due <date>, N day(s)
  overdue" with correct singular/plural. Supersedes the wording noted
  in Fable task #159.
- Deterministic fabricated-weather reconciler: low-false-positive regex
  detects fabricated weather phrasing; on trip with an empty section,
  regenerate once with a corrective. Persistent fabrication logs ERROR
  rather than mangling prose.

Journal route (routes/journal.py):
- Override message_count with len(messages) in _day_payload. The chat
  path already does this; the journal path was hitting the
  Conversation.to_dict() fallback to 0 because messages aren't
  eager-loaded on that instance.

Tests:
- tests/test_journal_message_count.py — pins the model-level trap and
  the override contract (3 cases).
- tests/test_journal_prep_hardening.py — 11 cases covering the
  fabricated-weather reconciler and absent-marker rendering.
- tests/test_journal_prep_filtering.py — updated one stale assertion.

Tracks Fable task #171.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-20 18:54:35 -04:00
bvandeusen 2414437061 Merge pull request 'feat: closeout + tool-use fixes + task-as-record + version pinning' (#50) from dev into main 2026-05-13 23:27:33 +00:00
bvandeusen e6f2ee2b94 feat(frontend): pin/unpin/auto-pin UI in HistoryPanel
Version list rows now render a kind-aware badge: filled circle for
manual pins (with the label inline), half-filled circle for auto-pinned
versions. The right pane gains a control row above the diff:

- Unpinned: 'Pin version' button → label input → Save creates a manual
  pin with that label.
- Manual: 'Edit label' + 'Unpin' buttons.
- Auto: 'Pin permanently' (promotes auto → manual with editable label).

Local state is patched from the API response so the UI updates without
reloading the panel.
2026-05-13 14:00:57 -04:00
bvandeusen 59dee3a19f feat(frontend): NoteVersion pin fields + pin/unpin client helpers 2026-05-13 13:59:47 -04:00
bvandeusen ce41f2a3ee feat(versions): include pin_kind/pin_label in backup export+restore
Both export paths emit pin_kind and pin_label per note_version row.
Restore reads them via .get() so backups predating the schema still
import cleanly (defaults to None → rolling).
2026-05-13 13:59:20 -04:00
bvandeusen b1226d4e16 feat(versions): daily 03:00 UTC auto-pin scan scheduler
BackgroundScheduler with a single CronTrigger fires scan_all_users_for
_auto_pins via asyncio.run_coroutine_threadsafe (mirrors the journal-
scheduler pattern). Wired into app startup/shutdown alongside the other
schedulers.
2026-05-13 13:58:34 -04:00
bvandeusen 37c704e875 feat(versions): auto-pin scan promotes stable versions
_promote_stable_versions_for_note is the pure-function core: walks
versions chronologically and pins any with a >= AUTO_PIN_STABILITY_DAYS
(2-day) gap to the next version (or to now, for the latest). Auto-
generated label describes the stability window.

_scan_one_note loads versions for one note, runs the promotion, commits
mutations to the attached rows, then calls prune_auto_pins to cap the
auto bucket. scan_user_for_auto_pins fans out across the user's notes;
scan_all_users_for_auto_pins is the top-level entrypoint for the cron.
Per-note and per-user errors are caught and logged.
2026-05-13 13:57:56 -04:00
bvandeusen bb6249e00e feat(versions): prune_auto_pins FIFO-trims auto-pinned bucket
Auto-pinned versions live in their own bucket with MAX_AUTO_PINS=25 cap.
The scan job calls this after each note's promotions complete; the
oldest auto-pinned rows are dropped past the cap. Manual pins and
rolling rows are untouched.
2026-05-13 13:57:09 -04:00
bvandeusen 9c0308dfee feat(versions): POST/DELETE /api/notes/:id/versions/:vid/pin 2026-05-13 13:56:42 -04:00
bvandeusen 925a53e0f7 feat(versions): pin_version and unpin_version services
pin_version sets pin_kind='manual' and pin_label on the target row.
Accepts already-pinned rows (promotes auto→manual, updates label).
Labels are capped at PIN_LABEL_MAX_LEN=500 chars; longer values raise
ValueError before any DB access.

unpin_version clears both fields, downgrading the row to rolling. Does
NOT delete — if the row is past the rolling FIFO depth, the next
autosave's prune will drop it.
2026-05-13 13:56:21 -04:00
bvandeusen b65d736869 feat(versions): rolling-cap prune ignores pinned versions
The DELETE inside create_version now filters pin_kind IS NULL so pinned
rows (auto or manual) aren't counted toward MAX_VERSIONS=50 and aren't
candidates for deletion. Pinned versions live indefinitely regardless
of how heavy rolling autosave traffic gets on the same note.
2026-05-13 13:55:44 -04:00
bvandeusen 17211c6e82 feat(schema): add note_version.pin_kind and pin_label
Spec: docs/superpowers/specs/2026-05-13-note-version-pinning-design.md

- pin_kind: NULL=rolling, 'auto'=stability-scan, 'manual'=user-declared.
- pin_label: NULL for rolling; auto-generated for 'auto'; user-supplied
  string for 'manual' (may be NULL).

No backfill — every existing row stays rolling. The daily auto-pin scan
will catch up on the first run after deploy.
2026-05-13 13:55:18 -04:00
bvandeusen 90aa1f2fdb fix(tests): preserves_body test \$Note stub needs project_id
The knowledge-note return path in create_note_tool reads note.project_id;
the SimpleNamespace fake didn't define it, so the tool crashed with
AttributeError instead of returning. The task-branch test already
included project_id; mirror that here.
2026-05-13 12:30:09 -04:00
bvandeusen b519a1c140 feat(frontend): auto-consolidate tasks toggle in General settings
New Tasks section in the General tab with a single checkbox controlling
whether the consolidation pipeline fires automatically. Persists to the
auto_consolidate_tasks user setting (string 'true'/'false'). Manual
'Re-consolidate' in the task editor bypasses the gate.
2026-05-13 12:23:06 -04:00
bvandeusen 257b306a27 feat(frontend): gate body editor when task body is auto-maintained
When consolidated_at is set on a task, the editor:
- shows a banner above the body indicating the body is auto-summarized
- hides the Write tab; locks the body view to read-only preview
- exposes a Re-consolidate button that calls POST /api/tasks/:id/consolidate
  and refreshes the body from the response

Pre-consolidation behavior is unchanged — the Write tab and TiptapEditor
remain available.
2026-05-13 12:21:51 -04:00
bvandeusen 8b0878f227 feat(frontend): description field in task editor + Goal block in viewer
Note type gains description and consolidated_at fields. TaskEditorView
adds a Goal textarea above the body editor (wired through dirty/save/
autosave paths). TaskViewerView renders Goal as a subordinate block
above the body, plus a subtle 'Auto-summarized from work logs' banner
when consolidated_at is set.

Also adds a consolidateTask client function for the upcoming
re-consolidate button (Task 11).
2026-05-13 12:20:42 -04:00
bvandeusen 9191ab5b27 feat(tasks): POST /api/tasks/:id/consolidate + separate body/description fields
New endpoint manually triggers a consolidation pass for a single task.
Bypasses the auto_consolidate_tasks setting since the user is asking
explicitly. Returns the task with the freshly-written body and
consolidated_at timestamp.

Also un-aliases description and body in the create/update task routes
(was: description folded into body as legacy fallback). With separate
fields under the task-as-durable-record design, both flow through as
distinct kwargs to create_note / update_note.
2026-05-13 12:16:43 -04:00
bvandeusen fd25d2e436 docs(tools): clarify log_work feeds summary; create_note runbook guidance
log_work description now mentions that logs feed the task's auto-summary,
nudging the LLM toward specific log content (commands, decisions, failures)
rather than vague entries.

create_note description gains a runbook-shape clause: code blocks, numbered
procedures, and explicit 'save this as a note/runbook' signals should
spawn standalone notes. Task-specific work-in-progress routes to log_work
instead.
2026-05-13 12:15:36 -04:00
bvandeusen 103db883ad feat(tools): tasks accept description; reject body writes via tools
create_note tool:
- New 'description' parameter accepted and forwarded to the service.
- When status is set (creating a task), 'body' is dropped before the
  service call. Task bodies are owned by the consolidation pipeline.

update_note tool:
- New 'description' parameter; routed through update_fields.
- When the resolved target has is_task=True and 'body' is in the
  arguments, the call errors with a message nudging toward log_work or
  description. Knowledge notes are unaffected.

HTTP routes (POST/PATCH/PUT /api/notes) accept body freely — the
restriction is only at the LLM tool layer.
2026-05-13 12:15:09 -04:00
bvandeusen 5fa203019a feat(consolidation): trigger from log_work and status terminal transitions
log_work tool now invokes maybe_consolidate(reason='log_added') after a
successful create_log. The gate inside the consolidation service handles
threshold + setting checks.

update_note service snapshots old_status before mutation and fires
maybe_consolidate(reason='task_closed') when the status transitions into
'done' or 'cancelled'. Re-saving an already-terminal status doesn't
retrigger — only transitions count.
2026-05-13 12:13:31 -04:00
bvandeusen bda6e6c80f feat(consolidation): full consolidate_task with background model
consolidate_task reads the task title, description (read-only context),
and chronological work logs; builds a prompt via _build_consolidation_prompt;
calls generate_completion with the user's background_model setting; on a
non-empty result, writes back to Note.body, stamps consolidated_at, and
re-runs the embedding pipeline.

Errors are caught and logged. LLM failures leave body untouched so the
next trigger retries cleanly. Per-task asyncio lock prevents simultaneous
passes for the same task.
2026-05-13 12:12:37 -04:00
bvandeusen 5419330633 feat(consolidation): debounced gate for task body consolidation
New services/consolidation.py module with maybe_consolidate() — the
debounced trigger gate. Two reasons:

- log_added: gated by DEFAULT_LOG_THRESHOLD (3) counted since the task's
  consolidated_at timestamp.
- task_closed: bypasses the count gate; fires whenever status flips to
  done/cancelled.

Both reasons gated by the auto_consolidate_tasks user setting (default
on). Per-task asyncio.Lock prevents two simultaneous passes for the same
task. consolidate_task is a stub here — full implementation in the next
commit.
2026-05-13 12:11:41 -04:00
bvandeusen 362ead7f0d feat(notes): accept and return description field through service and routes
create_note service accepts a new description kwarg and forwards it to the
Note constructor. PUT/PATCH/POST routes include description in the field
whitelist. update_note already passed **fields through setattr, so the new
column is reachable without touching that signature.
2026-05-13 12:11:03 -04:00
bvandeusen 8a3bba4eb8 feat(schema): add note.description and note.consolidated_at
Spec: docs/superpowers/specs/2026-05-13-task-as-durable-record-design.md

- description: user-stated goal / initial context for tasks (NULL for
  knowledge notes).
- consolidated_at: timestamp of the most recent auto-summary pass (NULL
  until first consolidation).
- Migration 0044 backfills description from body for existing rows where
  status IS NOT NULL (i.e. tasks). Body left in place; first consolidation
  pass will overwrite it.
2026-05-13 12:09:45 -04:00
bvandeusen 76dc75a03b Merge pull request 'feat: journal closeout for profile observations + LLM tool-use fixes' (#49) from dev into main 2026-05-13 01:31:19 +00:00
bvandeusenandClaude Opus 4.7 a551f52682 fix(tools): score_project_match strips 'project' filler + uses title for SequenceMatcher
CI surfaced three issues:
- 'famous supply project' didn't substring-match 'Famous-Supply Work topics'
  because the trailing filler word 'project' blocked the substring tier.
  Strip {project, projects} from the query before the substring check.
- SequenceMatcher fallback against `combined` (title + description +
  summary) diluted ratios to ~0.5 for plausible matches. Use title
  directly; the 0.70 tier already handles description/summary mentions.
- Test patches used patch.object on a consumer module where
  list_projects is imported locally — patch the source module instead.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 20:30:37 -04:00
bvandeusenandClaude Opus 4.7 6de855e226 feat(llm): search-first heuristic in chat tool_lines static block
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:44:00 -04:00
bvandeusenandClaude Opus 4.7 c6357e52d9 feat(journal): search-first heuristic for existing work in calibration prompt
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:43:42 -04:00
bvandeusenandClaude Opus 4.7 5d40f2113f feat(tools): record_moment requires task_titles from prior search_notes
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:43:21 -04:00
bvandeusenandClaude Opus 4.7 9a96fdb3c0 refactor(tools): resolve_project uses shared score_project_match helper
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:43:05 -04:00
bvandeusenandClaude Opus 4.7 460959f0d4 refactor(tools): search_projects uses shared score_project_match helper
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:42:34 -04:00
bvandeusenandClaude Opus 4.7 0dbbb98cf5 feat(tools): score_project_match helper with substring-first tiering
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:42:01 -04:00
bvandeusenandClaude Opus 4.7 4b7ca1b17e feat(tools): search_notes description nudges away from type-nouns in query
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:41:28 -04:00
bvandeusenandClaude Opus 4.7 65a3689aaa fix(notes): list_notes strips type-nouns from q before ILIKE filter
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:41:15 -04:00
bvandeusenandClaude Opus 4.7 42c11dedae feat(notes): _strip_type_nouns helper for search query sanitization
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:40:54 -04:00
bvandeusenandClaude Opus 4.7 0fbb1fbd92 fix(tools): search_projects returns success:True so result isn't mislabeled error
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 16:40:27 -04:00
bvandeusenandClaude Opus 4.7 bb650ba563 feat(profile): Settings panel with recent journal observations
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:44:51 -04:00
bvandeusenandClaude Opus 4.7 c663532fd4 feat(profile): Settings toggle for nightly journal closeout
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:43:59 -04:00
bvandeusenandClaude Opus 4.7 090b7d83dd feat(frontend): API client for profile observations + closeout flag
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:43:27 -04:00
bvandeusenandClaude Opus 4.7 4e9eead3ab feat(profile): GET /api/profile/observations returns recent raw entries
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:36:42 -04:00
bvandeusenandClaude Opus 4.7 fc6ebf81eb feat(journal): closeout catch-up on startup when slot already passed
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:36:29 -04:00
bvandeusenandClaude Opus 4.7 b88d5ee6b3 feat(journal): register per-user closeout job at day_rollover_hour
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:35:57 -04:00
bvandeusenandClaude Opus 4.7 020bd6614b test(journal): cover closeout skip paths (no conv / prep-only / sentinel)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:34:58 -04:00
bvandeusenandClaude Opus 4.7 4403026797 feat(journal): run_for_user orchestrates closeout extraction
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:34:42 -04:00
bvandeusenandClaude Opus 4.7 552943d6c0 feat(journal): closeout system prompt with structured-field guard
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:33:57 -04:00
bvandeusenandClaude Opus 4.7 2576be9e49 feat(journal): _build_transcript caps content and message window
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:33:27 -04:00
bvandeusenandClaude Opus 4.7 e17fc088b2 feat(journal): journal_closeout._filter_messages excludes daily_prep
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:33:03 -04:00
bvandeusenandClaude Opus 4.7 c5b0344240 feat(journal): add closeout_enabled to default config
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-12 14:32:40 -04:00
bvandeusen c8765959ea Merge pull request 'Release v26.04.29.4 — recurrence UI + journal weather wiring fixes' (#48) from dev into main 2026-04-30 02:08:19 +00:00
bvandeusenandClaude Opus 4.7 c33cab7020 fix(journal): wire weather refresh on config save; drop orphaned cache rows
Two related gaps in the journal weather panel:

1. Saving locations via PUT /journal/config didn't trigger a weather
   fetch, so newly-entered sites had no cache row (or a stale one) until
   the user manually clicked the panel's refresh button. The panel
   rendered "two sites with empty values" against pre-existing cache
   rows that no longer matched what the user had configured.

2. get_cached_weather_rows returned every WeatherCache row for the user
   regardless of whether the location was still in journal_config.
   Briefing-era rows survived migration 0040 (which only deleted the
   briefing_config setting, not the cache table) and showed up as
   ghost tabs in the UI.

Changes:
- get_cached_weather_rows accepts an optional valid_keys filter; rows
  whose location_key is not in the set are excluded.
- routes/journal.py:
  - put_config kicks off a background refresh_location_cache for any
    saved location with valid lat/lon.
  - GET /weather and POST /weather/refresh both pass valid_keys derived
    from the current config so orphaned rows don't surface.
- services/journal_prep.py filters the weather section to currently-
  configured locations as well; uses a lazy import of get_journal_config
  to avoid a cycle (journal_scheduler imports journal_prep).

153 tests pass.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 20:37:23 -04:00
bvandeusenandClaude Opus 4.7 36cd08c236 feat(events): expose recurrence presets in EventSlideOver
Adds a "Repeat" select (None / Daily / Weekly / Monthly / Yearly) that
reads/writes the existing Event.recurrence RRULE. CalDAV-imported rules
with extra parts (e.g. FREQ=WEEKLY;BYDAY=MO,WE,FR) surface as a disabled
"Custom" option with the raw rule shown read-only — visible but
preserved unless the user explicitly picks a preset to replace it.

EventUpdatePayload.recurrence is now string | null so we can clear via
PATCH; backend service already treats null as "clear" (recurrence is in
the nullable set in update_event).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 20:19:49 -04:00
bvandeusen f85b92a885 Release v26.04.29.3 — Event-store data integrity + EventSlideOver redesign 2026-04-29 20:04:43 +00:00
bvandeusenandClaude Opus 4.7 84640a0dc4 fix(events-tools): refuse ambiguous query, require event_id to disambiguate (#161)
Root cause of the 2026-04-29 dentist-appointment incident: the model
called update_event(query="Appointment") when two events had
"Appointment" in their titles. find_events_by_query returned both,
upcoming-first ordered by start_dt — matches[0] was id=2 (a stale
pre-existing event with garbage end_dt), not id=15 (the one the user
just created via the journal flow). update_event_tool silently took
matches[0] and mutated the wrong event.

Fix: a new resolver helper `_resolve_event_for_action` funnels both
update_event_tool and delete_event_tool through one disambiguation
path. Lookup precedence:
  - `event_id` → exact get_event lookup, no query at all
  - `query` matching exactly one event → proceed
  - `query` matching zero → return success=False, "no event found"
  - `query` matching 2+ events → return success=False with a
    `candidates` array of {id, title, start_dt, location} so the
    model can pick one and call again with `event_id`

The candidates list is capped at 8 to keep the model's context tight.
The error message names the count and the next-step ("pass event_id
or refine the query") so the model can self-correct in one turn.

For delete_event, the disambiguation is even more important — the
silent-matches[0] path would have deleted the wrong event outright
rather than just mutating it. The tool description leans into that:
"Deleting the wrong event is a costly user error; never guess."

Tool surface change: `query` and `event_id` are now both optional;
the tool errors clearly when neither is supplied. The model already
knows id values from prior tool results (returned in `data.id`),
which is the natural feeder for the disambiguation flow.

5 new tests in test_calendar_tool_tz.py cover:
- ambiguous query → success=False with candidate list, no mutation
- event_id supplied → bypasses query lookup entirely
- non-existent event_id → clear "no event found" error
- neither identifier → "query or event_id required" error
- same disambiguation enforced for delete_event_tool

46 calendar/events tests pass; ruff clean.

Closes Fable #161.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 14:29:13 -04:00
bvandeusenandClaude Opus 4.7 4c58603009 feat(events): replace end_dt column with duration_minutes (#160)
Structural fix for the "end before start" bug class observed on prod
2026-04-29. Bad data became inexpressible at the schema level instead
of getting trapped in defensive read-path filters.

The hotfix that landed earlier today (94b169f) is reverted by the
preceding revert commit; this commit supersedes it cleanly with a
proper data-model change.

## Schema (migration 0043)

- Add `duration_minutes INTEGER NULLABLE` column on `events`.
- CHECK constraint: ``duration_minutes IS NULL OR duration_minutes >= 0``.
- Backfill from existing `end_dt`:
    - end_dt valid (end > start) → duration_minutes = total minutes
    - end_dt == start → duration_minutes = 0 (zero-duration point)
    - end_dt NULL or end_dt < start → duration_minutes = NULL
      (the corrupt prod row collapses cleanly to a point event)
- Drop the `end_dt` column. The wire format is preserved — `to_dict()`
  emits `end_dt` as a derived `start_dt + duration_minutes`. Existing
  API consumers (Flutter app, web frontend, CalDAV sync) keep
  receiving the same response shape; they just no longer have a way
  to PUT a stored `end_dt` that disagrees with `start_dt`.

## Service layer

- `Event.end_dt` becomes a `@property`. Setting it would require a
  setter we deliberately don't define — writes always go through
  `duration_minutes`.
- `_normalize_duration` is the single source-of-truth for input
  reduction. Accepts (start, end_dt, duration_minutes), returns the
  canonical `duration_minutes`, raises `ValueError` for negative
  durations, end-before-start, or end/duration disagreement.
- `create_event` and `update_event` accept either `end_dt` or
  `duration_minutes` for ergonomic compat; both convert via
  `_normalize_duration`. Update validates the post-update state when
  the patch includes either.
- `list_events` filter is simpler now: a coarse SQL prefilter
  (`start_dt <= date_to`) plus Python-side refinement using the
  derived `end_dt`. Avoids Postgres-specific interval arithmetic in
  the WHERE clause; refinement runs over a per-user result set so
  there's no scan-cost concern at personal scale.
- Recurring-event expansion uses `event.duration_minutes` directly
  instead of computing `end - start`. No more negative-timedelta
  hazard.

## CalDAV sync (incoming + outgoing)

- `caldav_sync.py` (pull) and `calendar_sync.py` (Radicale upsert)
  both convert iCal `DTEND` → `duration_minutes` on the way in.
  Outbound iCal still emits `DTEND` as `start_dt + duration_minutes`
  via the model's derived property. iCal interop is unchanged.

## Behavioral upgrade for `update_event`

Pure end_dt model: moving start past the existing end_dt would either
silently corrupt or hard-reject. Duration model: the duration is
preserved by default, so moving start slides the effective end
forward — which is what users mean when they "move" an event.
Explicit clear is still possible via `end_dt=None`.

## Tests

`tests/test_events_service.py`:
- 6 new `_normalize_duration` unit tests (sugar conversion, zero
  duration valid as point event, end-before-start rejected, negative
  duration rejected, inconsistent end+duration rejected, none → None)
- New behavioral test: `update_event` preserves duration when only
  start_dt changes (sliding semantics)
- New: clearing `end_dt=None` on update collapses to point event
- New: list_events surfaces a point event in the upcoming window
- New: list_events excludes a timed event whose effective end has
  already passed
- Existing mock-event helper updated to use `duration_minutes`
  instead of stored `end_dt`.

44 event-related tests pass; ruff clean.

## Out of scope (separate task)

Fable #161 — `find_events_by_query` returning multiple matches and
silently picking matches[0]. The exact root cause of how event id=2
got mutated in the first place; orthogonal to the storage model.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 14:19:44 -04:00
bvandeusen b7e7073425 Revert "fix(events): tolerate corrupt end_dt + reject end<=start at write time"
This reverts commit 94b169f31c.
2026-04-29 14:18:01 -04:00
bvandeusenandClaude Opus 4.7 94b169f31c fix(events): tolerate corrupt end_dt + reject end<=start at write time
A prod event surfaced today with `start_dt=2026-05-01T12:00Z` and
`end_dt=2026-03-30T12:00Z` — end was 32 days BEFORE start, almost
certainly from an earlier tool-call mishap (Fable #161). The
list_events filter trusted the bogus end_dt and excluded the event
from every read path that hit the upcoming window, even though
start_dt was correctly in range. The event stayed visible in the
calendar grid (different range) but vanished from "Upcoming",
search, briefings, and journal prep events list.

This is the hotfix half of the response. The structural follow-up is
Fable #160 — replace end_dt with a duration column so invalid state
becomes inexpressible.

## A. Filter robustness in list_events

Treat `end_dt <= start_dt` as if no end_dt exists. The filter now
splits into two branches:
- valid duration: end_dt IS NOT NULL AND end_dt > start_dt AND
  end_dt >= date_from
- no/invalid duration: (end_dt IS NULL OR end_dt <= start_dt) AND
  start_dt >= date_from

Same change applied to the recurring-event expansion's `duration`
calculation, which was producing negative timedeltas for corrupted
rows and computing nonsensical occurrence end times.

## B. Write-side validation in create/update

`create_event` and `update_event` now raise ValueError when the
resulting state would have end_dt <= start_dt. Update validates
against the *post-update* state, not just the field being changed —
so pushing start_dt past an existing end_dt also fails loudly. Bad
data shouldn't be persistable from any write path.

Surfaced cleanly:
- Calendar tool wrappers (create_event_tool / update_event_tool)
  catch ValueError and return `{success: false, error: ...}`, which
  the model can read and self-correct.
- Route handlers (POST /api/events, PATCH /api/events/<id>) catch
  and return HTTP 400 with the validator's message instead of
  letting it bubble to a 500.

4 new tests in test_events_service.py:
- create rejects end before start
- create rejects equal start/end (zero duration)
- update validates the post-update state (start pushed past existing end)
- list_events surfaces an event whose end_dt is before its start_dt

34 event-related tests pass; ruff clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 13:48:28 -04:00
bvandeusenandClaude Opus 4.7 2db23cec7a refactor(events): turn EventSlideOver into a centered modal with auto-save
User feedback: the right-edge slide-over panel pinned its action buttons
to a thin floor band where the destructive ghost-style Delete button was
functionally invisible against the dark surface. Save / Cancel / Delete
all sat in the same floor strip, isolated from the form content.

This refactor changes the surface and the commit model.

## Centered modal, not slide-over
Backdrop dim covers the whole viewport; the panel sits centered with a
12px corner radius and a soft shadow. The form scrolls internally when
content overflows the viewport (max-height: calc(100vh - 2.5rem)).
File kept as `EventSlideOver.vue` to avoid touching the three consumers
(CalendarView, HomeView, ToolCallCard).

## Action buttons removed; close = save
- Save button: gone. Auto-save fires when the user closes via X, Esc,
  backdrop click, or pressing Enter inside a text field.
- Cancel button: gone. Esc / X / backdrop click already cover dismiss;
  a labeled "Cancel" was redundant.
- Delete button: moved to the header as a Trash2 icon (edit mode only).
  Click → header swaps to inline confirm "Delete this event? [Yes,
  delete] [No]" — same two-step flow, just relocated. Esc during the
  confirm cancels back to edit mode rather than closing the modal,
  giving the user a clear way out of the destructive prompt.

## Validity-aware close
All exit paths funnel through `attemptClose`:
  - Form valid → save (POST or PATCH), then close.
  - Form invalid in EDIT mode → discard the in-memory change and
    close, with a toast naming the missing field
    ("Title required — change discarded"). Keeps the user from
    silently corrupting an event.
  - Form invalid in CREATE mode → close silently. Nothing was
    committed; calling that out adds noise.

Emit signature unchanged (close / created / updated / deleted), so the
three consumers continue to work without edits.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 13:14:17 -04:00
bvandeusen b81c4aa600 Release v26.04.29.2 — Anti-placeholder rule on create_event 2026-04-29 16:10:53 +00:00
bvandeusenandClaude Opus 4.7 35fab6cbf7 fix(calendar-tool): forbid placeholder events in create_event description
Reproducer (2026-04-29 dentist appointment): user said "this Friday,
I have an appointment" with no other details. The model immediately
called create_event with title="Appointment", description="User
mentioned an appointment this Friday but hasn't provided details
yet.", all_day=true. THEN it asked the user for time/location in
its reply. When the user came back with "8am at my dentist for
permanent crown fitting", the model called update_event — but never
updated the title, leaving the placeholder "Appointment" in the
calendar permanently.

The bug isn't about the tool surface, it's that the model created
an event before it had real content. The system prompt had no rule
against this, so the model hedged: "log a placeholder, ask for
details, then update". That pattern pollutes the calendar with
garbage titles and forces immediate update_event calls.

create_event tool description now includes an explicit anti-pattern:
record a moment, ask for the missing pieces, and only call create_event
once you have actual title + time + location. Stand-in titles like
"Appointment" / "Meeting" / "Event" with "details TBD" descriptions
are explicitly named as the failure mode.

Pure prompt change. 18 tests pass; ruff clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 10:54:39 -04:00
bvandeusen 404698521f Release v26.04.29.1 — Date durability + journal voice tuning 2026-04-29 14:37:45 +00:00
bvandeusenandClaude Opus 4.7 9f8b451d15 fix(journal-prep): bucket tasks + drop non-proximate events (#159)
Two filtering issues that made the daily prep noisy and trained the
user to ignore it.

## Tasks: bucket into due-today / upcoming / overdue

The prep was calling `list_notes(due_before=day_date)` and labeling the
result as "tasks due today". That filter is strictly less-than, so it
returned only OVERDUE tasks (a single 68-day-stale task in this user's
case), while the prompt still framed them as fresh today's work. Each
day of the prep treated the same overdue task as new — the user
learned to ignore the line entirely.

`gather_daily_sections` now runs three queries:
- `tasks_due_today` — `due_after=day_date AND due_before=day_date+1`
- `tasks_upcoming` — next 7 days, exclusive of today
- `tasks_overdue` — strictly before today
Overdue entries carry a `days_overdue` count. `_render_sections_for_prompt`
emits three labeled headers ("TASKS DUE TODAY", "UPCOMING TASKS",
"OVERDUE TASKS (still on the list, not currently due)"). The system
prompt has a new TASK BUCKETS rule telling the model: don't call
overdue items "due today"; surface them with their staleness duration
("still on the list 68 days") and frame as a backlog reminder rather
than today's work.

Backwards-compat: `sections["tasks"]` still exists, now as the union
of all three buckets — strictly more useful than the prior overdue-
only behavior any frontend consumer was getting before.

## Events: tz-aware window + proximity filter

The user's "Birthday — 2026-09-29 (FREQ=YEARLY)" event was surfacing
in every daily prep, 5 months out. Root cause: `gather_daily_sections`
built `day_start`/`day_end` as NAIVE datetimes; `list_events` then
called `rrulestr(...).between(naive_from, naive_to)` against an
aware `dtstart`, which throws TypeError, hits the `except Exception`
fallback, and appends the canonical event row — regardless of whether
today is anywhere near a recurrence.

Fix:
1. Construct the day window as TZ-aware in the user's local timezone
   and convert to UTC before the query. RRULE expansion now runs
   correctly.
2. Defense-in-depth `_filter_proximate_events` drops events whose
   start_dt is more than 7 days from `day_date` (in the user's local
   TZ — not UTC, so a Friday 23:00 NY event isn't misclassified as
   Saturday). If list_events ever leaks a far-future row again, the
   prep doesn't surface it.

10 new tests in `tests/test_journal_prep_filtering.py` cover task
bucketing (overdue marker, due-today no-marker, no-due-date), the
proximity filter (the 4/29 reproducer, in-window keeps, local-vs-UTC
boundary, unparseable dates kept rather than suppressed), and the
rendering (overdue staleness shown, due-today doesn't repeat the date,
correct section ordering).

53 tests pass across journal_prep + journal_search + record_moment +
calendar_tool + events. Ruff clean.

Closes Fable task #159.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 09:31:12 -04:00
bvandeusenandClaude Opus 4.7 4f18023284 fix(journal): server-side guards on record_moment links + place names (#158)
Belt-and-suspenders to the prompt-layer changes in 6c309f1. Even when
the model emits bogus task or place links, the server now refuses to
persist them.

## Task auto-linking guard

Reproducer (2026-04-27): a moment about restaging Docker on the swarm
ended up with `task_ids: [2]` (Weston's ADHD Evaluation) — the only
task in that day's prep. The model picked it up as filler.

`_filter_task_ids_by_keyword_overlap` now runs after id resolution: it
fetches each linked task's title, tokenizes both content and title
through `_content_keywords` (lowercased, stopwords stripped, <3-char
tokens dropped), and drops any link whose title shares no meaningful
keyword with the moment content. The drop is logged at INFO so we can
observe how often it fires post-deploy.

The guard runs against the merged id list, so it covers both the
preferred `task_titles` resolution path and the discouraged explicit
`task_ids` path.

## Place placeholder guard

Reproducer (2026-04-27): `place_names=["work"]` got passed to
`record_moment`. "work" / "home" / "office" aren't places — they're
role-labels for already-known geocoded locations.

`_filter_placeholder_places` drops a small set of generic single-word
labels before name resolution. Real user-named places that happen to
be one word (e.g. "Akron") pass through.

## Tests

9 new unit tests in `tests/test_record_moment_guards.py` cover:
  - keyword tokenization & stopword stripping
  - placeholder place filtering (generic, case-insensitive, real-place
    pass-through)
  - keyword-overlap filtering (the exact 4/27 reproducer, the genuine-
    reference case, mixed/partial relevance, empty input)

13 tests pass; ruff clean.

Closes Fable task #158.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 09:25:16 -04:00
bvandeusenandClaude Opus 4.7 6c309f1331 fix(journal): tune persona — capture-first, anti-overhelp, first-person moments (#157)
Three related rough edges in the journal voice surfaced from real
journal usage 2026-04-27 → 2026-04-29:

1. **Persona overhelps.** When the user logged "today I'm prepping for
   an ISP migration at Branch 14 Bedford for work at famous supply",
   the assistant came back with "ISP migrations can be tricky. Are you
   handling the network configuration yourself, or is there a team
   supporting you? Also, are there any specific tasks or checks you
   need to complete before the switch?" — pushing IT-helpdesk advice
   the user didn't ask for. The user had to push back. JOURNAL_PERSONA
   now leads with "CAPTURE first, advise only if asked" and the
   RESPONSE STYLE block has an explicit anti-pattern banning
   troubleshooting / checklist / process-advice follow-ups unless the
   user explicitly invites them.

2. **Moments stored in third-person observer voice.** The dentist
   appointment beat got written as "The user mentioned having an
   appointment this Friday but hasn't provided details yet." — reads
   like an LLM transcript annotation, not a journal jot. The
   record_moment tool's `content` description previously said "in the
   user's voice or third-person", which was the literal source of the
   bug. New phrasing requires first-person/imperative with concrete
   GOOD/BAD examples, and the JOURNAL_CALIBRATION block reinforces it.

3. **Inconsistent emoji use.** 4/27 was clinical, 4/29 had 😊 and 🛠️
   in the appointment confirmation. RESPONSE STYLE now bans emojis
   outright — the journal is a thinking-companion surface and the
   emoji warmth reads as out-of-register chat-bot tone.

Bonus while in here:
- New MOMENT ENTITY LINKING section explicitly forbids attaching a
  task_titles link unless the user references the task by name (the
  4/27 Docker→ADHD auto-link bug; rest of that fix is in #158).
- Same section rejects generic place placeholders ("work" / "home" /
  "office") in favor of letting the user name the real place.

22 tests pass (4 journal + 18 calendar tool); ruff clean.

Closes Fable task #157.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 09:21:35 -04:00
bvandeusenandClaude Opus 4.7 03d725ea3e fix(calendar-tool): anchor today's weekday in prompts + verify expected_weekday on create/update
A user asked Fable to schedule "this Friday at 8am" on Wednesday 4/29
2026. The model picked 4/30 (Thursday) and confidently labeled it
"Friday." The TZ pipeline did everything correctly given the model's
date — the bug was upstream: the model was guessing weekdays from ISO
dates without an anchor, and the calendar tools had no way to verify.

Three layered fixes:

1. **System prompts now name the weekday alongside the ISO date.**
   Both the journal-conversation prompt and the general chat prompt
   used to say "Today is 2026-04-29 (America/New_York)." They now say
   "Today is Wednesday, 2026-04-29 (...)." LLMs are unreliable at
   deriving weekday names from ISO dates; supplying the name removes
   the guess.

2. **`expected_weekday` parameter on create_event / update_event.**
   When the model passes `expected_weekday="friday"`, the backend
   computes the resolved start_date's weekday in the user's local
   timezone and rejects mismatches with a self-correcting error
   ("Date 2026-04-30 falls on Thursday, not Friday. Recompute..."),
   without creating the event. The check is local-aware: a Friday
   23:00 event in Tokyo crosses midnight UTC but the local view
   stays Friday, and the validator respects that.

3. **Tool descriptions instruct echo-and-confirm.** create_event and
   update_event descriptions now tell the model: when the user names
   a weekday, state the resolved date in the reply BEFORE calling
   the tool, and pass `expected_weekday`. Costs nothing in code,
   reinforces the validator.

6 new tests — match success, mismatch rejection (with create/update
not invoked), omitted-param backcompat, invalid weekday name, local-
not-UTC weekday computation, and the update_event variant. All 18
calendar-tool tests + 33 event-related tests pass; ruff clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 08:43:32 -04:00
bvandeusenandClaude Opus 4.7 611c940527 fix(calendar-tool): split start/end into date+time to make event creation TZ-durable
A user reported "next Friday at 8am" landing on the wrong day. The
current `start` parameter accepts a combined ISO datetime string — when
the model emits something like `"2026-05-01T00:00:00Z"`, the parser
correctly honors the UTC tag and stores `2026-05-01 00:00 UTC`, which
displays as `2026-04-30 19:00` for a UTC-5 user. The bug isn't in our
parser; it's that we let the model TZ-tag the calendar day at all.

The fix moves the foot-gun: `create_event` and `update_event` now
prefer split fields (`start_date` + `start_time`, plus end variants).
A `YYYY-MM-DD` string carries no TZ metadata for a model to mis-tag,
and the backend builds the local datetime explicitly via
`datetime.combine(date, time, tzinfo=user_tz).astimezone(UTC)`. Strict
regex validation rejects anything with a TZ suffix on either field.

The legacy combined `start` / `end` fields are kept as a fallback so
saved tool-call payloads in conversation history still replay; new
calls are steered toward the split shape via the tool description.

7 new regression tests cover Eastern, Pacific, Tokyo (positive offset),
all-day inference, strict-shape rejection on both fields, backcompat
with the legacy `start` field, and the same fix for `update_event`.
27 of the event-related tests pass; ruff clean.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 08:16:25 -04:00
bvandeusenandClaude Opus 4.7 3b2a0a119f chore(fable-mcp): bump version to 0.3.0 — journal tools replace briefing
The MCP server's briefing introspection tools were replaced with journal
equivalents in c549827, but the package version stayed at 0.2.6 — so
pipx upgrades against existing installs were no-ops and production MCP
clients still served the obsolete briefing tools (which 404 against the
migrated backend).

Bumping minor since this is a breaking tool-surface change (briefing
tools removed). Reinstall via `pipx install --force` to pick up.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-29 08:08:01 -04:00
bvandeusenandClaude Opus 4.7 a7de3296b3 docs(design-system): note Flutter app port
Adds a "Flutter app port — shipped 2026-04-28" section between the
web Surface phase and Open threads. Records the two FabledApp commits
(foundation 0f05f47, surface b9e68e3), explains the ActionColors
ThemeExtension shape, points to reference call sites for the
ActionColors.primary (calendar event Save) and ActionColors.destructive
(confirm-Delete dialogs across notes/tasks/chat/calendar) patterns so
downstream screens have a template to follow when reclassifying their
own buttons opportunistically.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 19:44:22 -04:00
bvandeusen 88b351a96e Merge pull request 'Release v26.04.28.1 — Design system polish, journal config in Profile, doc cleanup' (#44) from dev into main 2026-04-28 13:12:54 +00:00
bvandeusenandClaude Opus 4.7 bc239119f3 fix: SettingsView TS errors + calendar month/year font
CI typecheck failed: JournalLocation interface requires `address: string`,
but Profile-tab Locations code created defaults like `{ label: 'Home' }`
without it. Symptoms were six TS2741 errors in SettingsView.vue.

Fix: include `address` in defaults and treat the user's place-name input
as the address field. Now homeQuery / workQuery sync to
locations.{home|work}.address — both at load time and on geocode.
loadJournalConfig now reads address (was reading label, which is fixed
to "Home"/"Work"); geocodeFor writes the typed query into address while
also setting lat/lon on success.

Calendar Month/Year title was actually rendering Fraunces, not Inter as
I'd claimed. FullCalendar renders .fc-toolbar-title as an <h2>, which
the global theme.css `h1, h2 { font-family: 'Fraunces' }` rule catches
before the parent .fc font-family inherit can do anything. At 1.1rem
it's below the doc's "Fraunces only at ≥18px" threshold, so explicit
Inter override on the deep selector.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 07:58:15 -04:00
bvandeusenandClaude Opus 4.7 30dfbce426 fix(typography): strip chrome italic; reserve italic for emphasis
Per the design rule "italic is for emphasis, not for design", removed
every chrome `font-style: italic` declaration across the frontend.
42 declarations gone across 24 files: empty-state placeholder copy,
loading messages, "no results" hints, ghost text, voice/role labels,
field placeholder text, brand wordmark, et al.

Markdown content emphasis is unaffected — `<em>` and `<i>` tags from
`*emphasis*` markup still render italic via browser default styling
(prose.css doesn't override em behavior). User-typed emphasis in
notes, journal entries, and chat messages keeps its italic.

Specific spots that lost the decorative italic:

- KnowledgeView .filter-label, .empty-narrator
- NoteEditorView .ef-label, link-suggest related
- ChatPanel .empty-msg, .empty-greeting, .role-label
- ChatMessage .role-assistant .role-label (the "Fable" voice tag —
  was italic per the doc's Illuminated Transcript spec, but per the
  new typography rule the speaker tag stays regular and lets the
  border-left + glow do the bubble framing on their own)
- AppHeader .brand-text ("Fabled" wordmark)
- editor-shared.css .title-input::placeholder
- ProjectView .project-title-input::placeholder
- HomeView .urgency-loading
- WorkspaceTaskPanel .empty-group
- WeatherCard .weather-unavailable
- SharedWithMeView .empty-msg
- DiffView empty-state spans
- ToolCallCard .tool-event-more
- SettingsView 7 spots (.you-label, .geo-pending, hint text, etc.)
- + several other empty-state / hint text spots

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 07:54:26 -04:00
bvandeusenandClaude Opus 4.7 65ba1cc82a fix(typography): bump italic-Fraunces section/field labels to readable size
KnowledgeView's "Type" / "Tags" filter section headers (.filter-label)
and NoteEditorView's entity-field labels (.ef-label — Email, Phone,
Address etc on person/place notes) were using italic Fraunces accent
at 0.72rem / 0.78rem. The italic + small + decorative-serif combo
read as illegible flourish rather than functional section headers.

Bumped:
- .filter-label 0.72rem → 0.95rem, margin-bottom 6px → 8px
- .ef-label 0.78rem → 0.92rem

Italic Fraunces accent preserved (keeps the branded character that
matches the rest of the surface). Just enlarged to a readable size.

ChatMessage's .role-assistant .role-label kept at 0.8rem italic
Fraunces — that's the doc's Illuminated Transcript voice label, a
decorative speaker tag rather than a functional heading.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 07:42:05 -04:00
bvandeusenandClaude Opus 4.7 4cfea784a9 fix(projects): tab counter NaN when a status bucket is empty
services/projects.py:get_project_summary built task_counts dynamically
from a GROUP BY query, so a project with no done tasks would omit the
'done' key entirely. Frontend's TypeScript interface declares all three
lifecycle keys as required, and ProjectView.vue summed them to render
the Tasks tab counter — undefined + N = NaN.

Two fixes:
1. Backend: initialise task_counts with {todo: 0, in_progress: 0,
   done: 0} so the service returns the contract its consumers expect.
   Catches the same problem for HomeView's project widget and any
   other consumer.
2. Frontend: defensive ?? 0 on the tab-counter sum, so the existing
   deploy renders correctly even before the backend rolls.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 07:40:21 -04:00
bvandeusenandClaude Opus 4.7 016a2bd270 docs: clear briefing remnants and document journal system
The Briefing system was retired weeks ago and replaced with the
conversational Journal, but several current-state docs still
described it as live. Updates:

architecture.md
- settings keys: briefing_enabled / briefing_locations / office_days →
  journal_config (JSON: locations, temp_unit, prep schedule)
- conversation_type: chat/briefing/mcp → chat/journal/mcp
- briefing_date column → day_date on Conversation
- "Briefing-Related Tables" section: dropped rss_feeds + rss_items
  rows (retired with PR #43); kept weather_cache and clarified that
  lat/lon now live in journal_config.locations, not on the cache row
- routes/chat.py description: dropped trailing "briefing conversation
  routes" mention
- routes/briefing.py → routes/journal.py with the current endpoint
  shape (config / today / day / days / weather / moments / trigger-
  prep)
- services/briefing_pipeline + scheduler + conversations + profile →
  services/journal_prep + journal_pipeline + journal_scheduler +
  journal_search/moments + user_profile.build_profile_context

features.md
- "Daily Briefing" section rewritten as "Daily Journal":
  conversational, single morning prep, right rail with weather +
  upcoming events, profile-tab configuration, "what the assistant
  has learned" framing
- Settings table: dropped Briefing tab row, added Profile tab row,
  fixed Notifications row's stale briefing-push reference

api-reference.md
- /api/briefing/* endpoints replaced with /api/journal/* — config,
  today/day/days, trigger-prep, weather (cached/current/refresh/
  geocode), moments

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 00:11:43 -04:00
bvandeusenandClaude Opus 4.7 39d56cfcf3 feat(settings): re-add journal config to Profile tab; clear briefing remnants
The Briefing Settings section was removed during the briefing→journal
migration but its data (locations, temp unit, prep schedule) is still
read by the journal backend. There was no UI to set any of it, so
weather couldn't render and prep timing wasn't tunable.

Re-adds the missing config inside the existing Profile tab — it's all
"about the user" data and a separate Journal tab would just clutter
the sidebar. New sections:

Locations (after Work Schedule)
- Home and Work place-name inputs with on-blur geocoding via
  /api/journal/weather/geocode
- Temperature unit toggle (Celsius / Fahrenheit)
- Status messages distinguish ok / pending / error

Journal (before What the Assistant Has Learned)
- Daily prep auto-generate toggle
- Prep generation hour:minute (24-hour input)
- Day rollover hour (so 1–3am entries still count as the previous day)
- All controls disable cleanly when prep is off

Cleanup
- Profile "About You" desc: "chat and briefings" → "chat and the daily journal"
- Profile "Interests" desc: "personalise news and briefing context" →
  "personalise the journal's daily prep and chat responses"
- Profile "Work Schedule" desc: "Helps the briefing" → "Helps the journal"
- Profile "What the Assistant Has Learned" desc: clarifies the summary
  is included in the journal's system prompt; observations come from
  journal + chat (not briefing)
- General "Timezone" desc: "schedule briefings" → "schedule the daily
  journal prep"
- Removed the dead `.briefing-*` CSS block (~190 lines of styles for
  retired briefing UI: feed-row, slot-row, add-feed-form, etc.) and
  replaced with fresh `.location-row`, `.unit-toggle`, `.unit-btn`,
  `.checkbox-label`, `.time-row`, `.time-input`, `.geo-msg` rules used
  by the new sections. unit-btn.active uses Moss action-primary per
  Hybrid; tokens flow through the rest.

The "What the Assistant Has Learned" section was confirmed
load-bearing for the journal — `journal_pipeline.py:139` calls
`build_profile_context()` which feeds learned_summary plus other
profile fields into the journal's system prompt. Not a remnant.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-28 00:05:07 -04:00
bvandeusenandClaude Opus 4.7 3f287d7417 fix(design): brighten status-dot indicator lights
The "ready" / "cold" / "unavailable" dots in the AppHeader status
indicator were pulling --color-success / --color-warning /
--color-danger which after the foundation pass became Moss /
Warning gold-brown / Error terracotta — all visibly muted. The
green-ready dot in particular read too dark to register as a
"ready light", and the pulse glow (bright emerald) had nothing to
glow off of.

Status dots are indicator *lights*, not semantic-palette UI
elements. Decouple them with hardcoded vital values:
- ready: #4ade80 (matches the existing pulse glow)
- cold:  #facc15
- red:   #ef4444
Orange already used a hardcoded bright #f97316; left as-is.

The rest of the system continues to use --color-success /
--color-warning / --color-danger semantically (toast-success,
validation errors, etc.) — only the indicator-light contexts get
the brighter palette.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:33:33 -04:00
bvandeusenandClaude Opus 4.7 64ab24864a docs(design-system): mark surface phase shipped end-to-end
Updates the Scribe-specific decisions section header and replaces
the Surface-Phase TODO checklist with a per-PR ship table covering
the seven PRs that landed today (93a3beb3c1ec40). Adds an
explicit "Out of scope — deferred indefinitely" subsection so
future-me knows what's intentionally not done (stroke-weight
overrides, filled-as-active state, type-scale tokens, etc.).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:23:36 -04:00
bvandeusenandClaude Opus 4.7 3c1ec4077f feat(design): surface phase PR 7 — edge surfaces polish
Per the spec, the final per-surface PR bundles the smaller / chrome-y /
library-driven views (Header / Home / Calendar / Graph) together with
EventSlideOver since it's the calendar's primary interaction surface.

Button reclassification per Hybrid rule
- CalendarView btn-new-event: accent gradient → Moss action-primary.
  Creating an event is a workflow action, not a brand moment.
- EventSlideOver btn-primary (Save): accent gradient → Moss
- EventSlideOver btn-secondary (Cancel/No): muted ghost → Bronze
  action-secondary
- EventSlideOver btn-danger-ghost (Delete): hardcoded #ef4444 →
  --color-action-destructive ghost (with filled hover)
- EventSlideOver btn-danger (confirm Delete): hardcoded #ef4444 →
  --color-action-destructive filled

Brand-moment CTAs kept on accent
- HomeView btn-workspace-hero: home-page hero CTA into the active
  project — central brand-moment surface, gradient stays
- HomeView btn-workspace-sm: per-card workspace icon with the
  accent-tinted bg + hover-to-accent pattern, kept

Two-weights-only
- Snapped every font-weight 600/700 to 500 across the bundle
  (HomeView, GraphView, CalendarView, AppHeader, EventSlideOver).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:17:04 -04:00
bvandeusenandClaude Opus 4.7 541e2ed713 feat(design): surface phase PR 6 — Settings polish
Settings is the densest button surface in the app. Per the surface-
phase spec, classify every button on a deliberate token.

Button reclassification per Hybrid rule
- btn-save (~13 instances across General/Account/Notifications/
  Integrations/Data/Briefing/Admin tabs): flat accent → Moss
  action-primary
- btn-primary (Groups tab "Save Retention", "+ New Group"): flat
  accent → Moss action-primary
- btn-secondary (Detect timezone, Test SMTP, Refresh, Export, Add
  slot, Preview voice, etc.): outline-on-bg-secondary +
  hover-to-accent → Bronze action-secondary, filled
- btn-danger filled (Reset VAPID, Revoke API key Yes): added the
  rule (was previously unstyled — relied on no-rule). Now Oxblood
  action-destructive.
- btn-danger-outline (Invalidate sessions, Clear observations,
  Delete personal data): generic --color-danger → Oxblood
  action-destructive
- btn-danger-sm hover (group + member delete): --color-danger →
  --color-action-destructive
- btn-delete row hover, btn-confirm-delete (user delete two-stage):
  --color-danger → Oxblood. Confirm filled, cancel ghost.
- btn-toggle-open ("Open registration"): flat accent → Moss
- model-delete-btn hover: --color-danger → Oxblood
- btn-warn hover: muted-border-warning → filled-warning

Two-weights-only
- Snapped every font-weight 600/700 to 500.

Out of scope for this PR
- Voice/tone copy audit across labels and help text — per spec,
  opportunistic only. Skipped.
- Settings row de-bordering — current section dividers are
  structural; left as-is.
- Validation-state colors (.input-error etc.) keep --color-danger
  (Error terracotta) per the doc — Error is for validation/error
  messages, Oxblood is for destructive actions.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:13:38 -04:00
bvandeusenandClaude Opus 4.7 ff498ce1a4 feat(design): surface phase PR 5 — Project + Workspace polish
Per the surface-phase spec for the Project list, Project view, and
3-panel Workspace cluster:

Button reclassification per Hybrid rule
- ProjectView:
  - btn-workspace ("Open Workspace"): kept on accent gradient — the
    workspace is the project's central feature moment, a Scribe-
    flavored action, brand moment per the doc.
  - btn-share: muted-outline → Bronze action-secondary
  - btn-danger-outline (Delete project): generic-border + danger-on-
    hover → Oxblood outline + filled hover (proper destructive)
  - btn-save-panel: accent gradient → Moss action-primary
  - btn-ms-confirm (milestone confirm): flat accent → Moss
  - btn-ms-cancel: ghost → Bronze action-secondary
  - .modal-btn-danger: --color-danger → --color-action-destructive
- ProjectListView:
  - btn-primary ("+ New Project"): flat accent → Moss action-primary.
    Empty-state CTA (.empty-action) keeps accent — that *is* a
    brand moment per Hybrid, "create your first project".
- WorkspaceTaskPanel + WorkspaceNoteEditor:
  - btn-delete-task / btn-delete: hover --color-danger → Oxblood
  - btn-delete-confirm / btn-confirm-delete: --color-danger pair →
    --color-action-destructive pair, with filled hover for stronger
    affordance
  - btn-save (WorkspaceNoteEditor): flat accent → Moss
- WorkspaceChatWidget:
  - History toggle: replaced unicode ▾ with Lucide ChevronDown
    (PR 1 carry-over for emoji-as-icon)

Two-weights-only
- Snapped every font-weight 600/700 to 500 across the cluster.

Borders kept (per structural-not-decorative rule)
- Milestone group cards: standalone containers, keep
- Project cards in list: standalone containers, keep
- Task slide-over panel: drawer modal, keep
- Workspace 3-panel separators: major section dividers, keep

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:09:33 -04:00
bvandeusenandClaude Opus 4.7 efb3534f3a feat(design): surface phase PR 4 — Knowledge cluster polish
Per the surface-phase spec for the Notes/Tasks viewers and editors:

Long-form line-height
- prose.css: bumped global .prose from 1.6 to 1.7. Applies to Note
  viewer body, Task viewer body, anywhere markdown renders into a
  reading surface. Chat assistant bubble already had the explicit
  override; now consistent with the rest.

Button reclassification per Hybrid rule
- Shared editor-shared.css:
  - btn-save: accent gradient → Moss (action-primary). Saving is
    "operating the software", not a brand moment.
  - btn-delete: --color-danger (Error terracotta) → Oxblood
    (action-destructive). Layout updated for inline-flex so the
    Trash2 icon at call sites lines up alongside the label.
- NoteEditorView, TaskEditorView: Delete buttons now contain a
  Trash2 icon per Hybrid's "destructive paired with icon" rule.
- NoteViewerView, TaskViewerView:
  - btn-edit (and TaskViewer's btn-advance): accent gradient → Moss.
    Switching to edit / advancing status are workflow actions.
  - btn-convert, btn-share: ghost-on-hover-to-accent → Bronze
    action-secondary (alternate paths).

Two-weights-only
- Snapped every font-weight: 600/700 to 500 across editor-shared.css
  and the five Knowledge-cluster views.

Out of scope for this PR (deliberate punt)
- Smaller utility buttons (.btn-suggest-tags, .btn-link-all,
  .btn-add-subtask, the AI-assist generate/proofread/accept/reject
  set, etc.) — currently ghost-styled, generally compliant. Will
  revisit only if they read off in practice.
- Filter chip / sub-task list-row border audit — deferred since
  current styles already lean on background tint for affordance.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 23:02:59 -04:00
bvandeusenandClaude Opus 4.7 4192a64c0f feat(design): surface phase PR 3 — Chat surface polish
Per the surface-phase spec for the Chat cluster (ChatView, ChatPanel,
ChatMessage, ChatInputBar, ToolCallCard):

Long-form line-height
- ChatMessage: assistant-bubble .message-content jumps from 1.55 to
  1.7 — chat is a reading surface, not a snippet stream. User
  bubbles stay tighter.
- JournalView: dropped its :deep(.role-assistant .message-content)
  override; ChatMessage handles it now and Journal inherits.

ToolCallCard borders
- Removed the outer 1px border. ToolCallCard always renders inside
  an assistant bubble; the bubble already contains it. Background
  tint differentiates without re-bordering. Per the
  structural-not-decorative rule.
- Error state preserved as a 3px left-edge accent in --color-danger,
  mirroring the assistant bubble's own left-edge pattern.

Button reclassification per Hybrid rule
- ChatView .bulk-link "All"/"None": accent text → --color-text-secondary
  (these are tertiary list-control affordances, not brand moments)
- ChatView .bulk-delete-btn: --color-danger (Error terracotta) →
  --color-action-destructive (Oxblood) per Hybrid; paired with a
  Trash2 icon since destructive should always be reinforced by an
  icon, not just color
- ChatView .btn-delete-conv hover: same Error → Oxblood swap
- .btn-new-conv stays accent (brand moment, correct already)
- .btn-send stays accent gradient (primary brand moment, foundation)

Two-weights-only
- Snapped every font-weight: 600/700 to 500 across ChatView,
  ChatPanel, ChatMessage, ToolCallCard per the doc rule.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 22:42:44 -04:00
bvandeusenandClaude Opus 4.7 f20e54a068 fix(journal): widen events window to match prep's framing
The right rail's loadEvents was using "now → now + 14 days", which
filtered out events earlier today that had already passed. The prep
uses "today 00:00 → today 23:59" so it includes those events and
explicitly notes they're "in the past". The two surfaces talked
about different sets of events.

Widen the right rail to "today 00:00 → today + 14 days 23:59" so
events from earlier today still surface and group under "Today". The
prep and the right rail now reference the same set within today.
Events further out (next 14 days) keep working as before.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:55:01 -04:00
bvandeusenandClaude Opus 4.7 de4b1d7c7e fix(weather): match prep behavior — serve cached weather regardless of age
The /api/journal/weather route was filtering out cache rows older than 24
hours via parse_weather_card_data, while journal_prep.py read the same
rows raw without freshness checking. Result: the daily prep referenced
"home" and "work" temperatures while the right-rail UI showed nothing —
two surfaces, same backing data, inconsistent visibility.

Two changes:

1. parse_weather_card_data no longer returns None for stale data.
   WeatherCard already exposes fetched_at and gracefully hides
   today_high / forecast fields when they're absent, so old data renders
   with whatever fields the cached forecast still covers.

2. The /weather route opportunistically schedules a background refresh
   for any cache row older than 4 hours. If the user's journal_config
   has lat/lon for that location_key, the refresh runs and the next
   page load gets fresh data; if no usable config, the refresh is a
   silent no-op and the stale cache is still served.

This makes prep and UI consistent. It also self-heals over time — once
locations are configured, stale caches get refreshed on the next page
load instead of waiting indefinitely.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 21:19:57 -04:00
bvandeusenandClaude Opus 4.7 3d916d7357 feat(design): surface phase PR 2 — Journal polish
Per the surface-phase spec for Journal:

- Weather refresh button: ↻ unicode → Lucide RotateCcw (PR 1
  carry-over for emoji-as-icon)
- .journal-title: dropped redundant font-family override (h1 inherits
  Fraunces from theme.css); also snapped weight 700 → 500 per doc's
  "two weights only" rule
- .weather-tab.active, .events-day-label, .event-title, .panel-label:
  snapped 600/700 → 500 per same rule
- Added long-form 1.7 line-height to journal-chat-panel assistant
  bubble content (the daily prep is prose, not chat snippets)
- Removed dead .news-section / .news-card / .news-* / .reaction-btn
  CSS — news functionality was retired with the briefing→journal
  migration (PR #43); styles were never cleaned up

Buttons audited per Hybrid rule: btn-trigger ("Refresh prep") and
weather-refresh-btn are tertiary actions, already correctly styled
as Pewter ghost. .btn-send (Journal Send) flows through ChatInputBar
on the accent gradient — brand moment, kept as-is.

Borders audited per structural-not-decorative: header bottom,
sidebar left, section dividers, form input borders all kept (all
genuinely structural). No decorative borders to remove.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:53:09 -04:00
bvandeusenandClaude Opus 4.7 df423ab906 fix(task-editor): prevent preview pane and work log from flex-shrinking
.task-main is a flex column. Children default to flex-shrink: 1, so
when body content is taller than the available column height, flex
squeezes .preview-pane back to its min-height (200px) and the
overflow renders visibly on top of subsequent siblings — making the
TaskLogSection appear in the middle of the body content.

Surfaced by viewing a task with an unusually long markdown body in
preview mode. Pre-existed PR 1, just rarely hit.

NoteEditorView uses the standard block-flow .editor-main and isn't
affected.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:45:50 -04:00
bvandeusenandClaude Opus 4.7 d023209f13 chore(deps): regenerate package-lock for lucide-vue-next
CI's npm ci step requires lock and package.json to be in sync.
Adds the lucide-vue-next ^0.469.0 entry plus the indirect
@esbuild platform variants that npm pulls in on lockfile refresh.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 20:05:50 -04:00
bvandeusenandClaude Opus 4.7 93a3beb5d6 feat(design): surface phase PR 1 — Lucide icon migration + scale enforcement
Replaces every hand-inlined SVG in the chrome (60 across 15 files)
with Lucide components. Snaps icon sizes to the doc's 16/24 scale —
all icons in this pass land at 16. AppLogo wordmark stays as the
legitimate "custom app icon" exception per the doc; GraphView's <svg>
mount point for D3 stays as well.

Replaces emoji-as-icons in clear button-affordance cases with their
Lucide equivalents: ✕ → X (close/dismiss buttons across 8 files), ✓ →
Check (ProjectView task-advance button), 🎤 → Mic (ChatPanel voice
CTA), 📎 → Paperclip (ChatView context toggle), &uarr; → ArrowUp
(ChatInputBar Send), &times; → X (ChatPanel context-note remove), ☀/☾
→ Sun/Moon (AppHeader theme toggle).

Inline emoji punctuation in textual confirmation copy ("Saved ✓",
"Created ✓", `done: "✓"` status maps, `'✓' : '📄'` interpolations)
is left for surface-phase voice/tone touchups — replacing requires
structural template changes and is best done per-component.

Stroke weight stays at Lucide's default 2px; tightening to the doc's
1.5/1 is deferred per the surface-phase spec (option ii: drop-in +
scale enforcement).

Adds lucide-vue-next ^0.469.0 to frontend/package.json. Docker
rebuild handles the install.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 19:56:01 -04:00
bvandeusenandClaude Opus 4.7 54710b35e9 docs(design-system): note foundation pass shipped; expand surface-phase thread
Updates the "Scribe-specific decisions in progress" header to reflect
that the foundation pass landed in 7a9a8b7. Replaces the brief "next
phase" placeholder with a concrete shipped/remaining split — listing
what foundation covered and the surface-phase work that still needs
doing (button reclassification, Lucide migration, border audit,
voice/tone, long-form line-height, bubble shape tweaks).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 18:05:47 -04:00
bvandeusenandClaude Opus 4.7 7a9a8b7819 feat(design): foundation pass — dusty violet palette, warm parchment light, Inter + JetBrains Mono
Applies the FabledSword + Scribe iteration palette to theme.css end to
end: indigo (#7c3aed) → dusty violet (#5B4A8A) accent, cool grey →
Obsidian/Iron/Pewter dark surfaces, warm parchment (#F5F1E8) light
mode, Inter body + JetBrains Mono code loaded alongside Fraunces, and
neutral hairline scrollbars (chrome is structural, not branded).

Adds the action token set (--color-action-primary Moss,
--color-action-secondary Bronze, --color-action-destructive Oxblood,
--color-action-ghost-border Pewter) but does not yet reclassify any
buttons — surface-phase work. Buttons remain dusty-violet gradients in
the meantime, by design.

Removes deprecated --color-accent-warm; replaces concrete usages with
--color-text-secondary (dates, flavor copy) or --color-warning (paused
status). Sweeps hardcoded indigo literals in component scoped CSS so
they don't bypass the token system.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-27 17:20:01 -04:00
bvandeusen 057b30b89e Merge pull request 'Release v26.04.27 — Journal replaces Briefing; RSS retired; Scribe rebrand' (#43) from dev into main 2026-04-27 12:12:43 +00:00
bvandeusenandClaude Opus 4.7 a3071a53cb feat(routing): land on Journal at root; move Knowledge to /knowledge
Routing changes:
- / now redirects to /journal (Journal becomes the home view)
- /knowledge becomes a real route pointing at KnowledgeView (was a redirect to /)
- /notes redirect target updated from / to /knowledge (the Knowledge surface,
  which is where the notes-related dashboard lives)

To revert (Knowledge as home): change the redirect target on the / route
back to "/knowledge". Knowledge stays a real route either way, so the swap
is a one-line edit.

Nav: Knowledge link in AppHeader now points to /knowledge. The "active" check
simplified to route.path === "/knowledge" since / is no longer Knowledge's
home. The brand logo link stays at "/" — clicks still go "home", which is
now Journal.

Keyboard shortcuts in App.vue (Escape, g h, g t) still navigate to "/" and
correctly land on Journal via the redirect — no change needed there.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 22:46:47 -04:00
bvandeusenandClaude Opus 4.7 4faaa5246b fix(journal): make record_moment mandatory, not a "nice to have"
Inspection showed only ONE record_moment call across the entire day's
journal — and that one had hallucinated person_ids. Multiple clear beats
went uncaptured: AP installation, going to watch a show with daughter,
decompressing-with-game.

The prior calibration said "use record_moment freely for meaningful
beats" — too soft. The model treated it as optional, especially when
already in chatbot-reply mode.

Rewritten: record_moment is now framed as the model's PRIMARY JOB. The
calibration includes an explicit checklist of what counts as a beat
(event, encounter, decision, observation, plan, feeling, accomplishment)
and an explicit instruction to call record_moment FIRST, before composing
the reply. Multiple beats → multiple calls. The ONLY skip case spelled
out: purely meta-conversational messages (acknowledgements, meta-asks
about prior tool results).

Tests on a fresh conversation will tell us if this moves the needle —
today's journal is poisoned by ten prior chatbot-flavored turns that
the model is pattern-matching against in its own history.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 21:37:29 -04:00
bvandeusenandClaude Opus 4.7 0ed9cbf666 fix(journal): restore prep prose; soften persona toward chat-like
Per user clarification: previous over-rotation dropped the LLM-generated
prep prose entirely (just a phase greeting) and made the chat persona
extremely sparse ("you are a place where words go down"). User actually
wanted only the chat replies pulled back, NOT the prep dropped, and the
chat to behave largely like normal /chat — asking follow-ups and
verifying earlier details.

services/journal_prep.py — restored:
- _render_sections_for_prompt
- _PREP_SYSTEM_PROMPT (the direct, briefing-style prompt from 590a07b)
- _generate_prep_prose
- _fallback_prep_text
- ensure_daily_prep_message now calls _generate_prep_prose again
- removed _phase_for_now / _phase_prompt helpers (no longer needed)

services/journal_pipeline.py — persona rewritten:
- Old: "You are the user's journal. Be quiet. Listen. You are not helpful."
- New: "You are the user's assistant. Behave like the rest of the app's
  chat: respond conversationally, ask follow-up questions, verify details
  from earlier turns, use tools naturally."
- Calibration block reorganized: PEOPLE/PLACES (ask first), MOMENTS
  (silent + use *_names), STATE-CHANGING TOOLS (confirmation flow),
  OTHER, RESPONSE STYLE.
- RESPONSE STYLE keeps the no-apologizing / no-option-menus /
  no-verbatim-repetition / match-user-length rules but drops the "be
  quiet, one short sentence" framing.

Net behavior:
- Open journal → LLM-generated prep prose with today's tasks/events/weather
- Reply → assistant responds conversationally like /chat, asks follow-ups,
  verifies details, uses tools
- Background: silently records moments via *_names, asks before creating
  new people/places

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 18:04:34 -04:00
bvandeusenandClaude Opus 4.7 4668c0950b fix(journal): minimal prep + quieter persona
The prep was generating a multi-sentence recap of tasks/events/weather/
projects/recent moments via an LLM call. Per user direction, that's
redundant — the right-side widgets already show today's data — and the
verbosity made the journal feel chatty when the user wanted quiet.

Replaces the prep prose generator with a single phase-aware check-in
question (drawn from a static map: morning="How are you starting the
day?", midday="How's it going so far?", evening="How did the day shake
out?"). No LLM call. The structured `sections` are still gathered and
persisted on msg_metadata for provenance and possible future tooling
(e.g., search), they just don't render in the prep message.

Also pulls the journal persona way back. The prior framing pushed the
model toward stock therapy-template patterns ("I'm sorry you're feeling…"
+ numbered option lists). The new persona is "you are the user's journal —
listen, be quiet, stay out of the way." RESPONSE STYLE rules now lead the
calibration block and explicitly forbid:

- apologizing for the user's feelings
- offering to help / pitching tools
- multi-option menus
- verbatim repetition of prior replies
- padding short replies into paragraphs

Most replies should be one short sentence. Sometimes the right reply is
"Got it" + a record_moment tool call.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 17:48:41 -04:00
bvandeusenandClaude Opus 4.7 b728acd841 fix(journal): name-based entity resolution + tighter calibration + anti-repetition
Three real bugs surfaced from inspecting today's journal turns:

1. record_moment was getting fed hallucinated person_ids (the LLM passed
   [1, 2] instead of the IDs save_person had just returned). Result: the
   moment was linked to two random old test-data notes ("test task 2",
   "Tell a joke"), not the people the user actually mentioned.

2. The calibration rule "ask before save_person" was being silently
   ignored — model just called save_person on first mention of Victoria
   and Mother without asking the user.

3. The model produced a verbatim-identical reply to its previous turn when
   the user mentioned "overwhelmed" twice — same numbered-list of 4
   options, same closing line. The "warm listener / ask gentle questions"
   persona was pushing toward stock therapy-template patterns.

Fixes:

services/tools/journal.py — record_moment now accepts *_names parameters
(person_names, place_names, task_titles, note_titles). Server resolves
each name to a note ID via case-insensitive title match, scoped by
note_type or task-status. *_ids parameters still exist but are now
documented as DISCOURAGED. The LLM physically cannot invent the wrong ID
when using names — names with no match are silently dropped. Resolution
happens via _resolve_entity_ids_by_name helper.

services/journal_pipeline.py — JOURNAL_PERSONA tightened (no more
"warm/curious listener" framing that pushed toward stock comfort
patterns). JOURNAL_CALIBRATION rewritten as scannable sections with
imperative language: PEOPLE/PLACES require asking before save_person;
TASK/NOTE state changes use the confirmation flow; MOMENTS are silent
but MUST use *_names not *_ids; OTHER notes the no-set_rag_scope and
no-auto-notes invariants. Added a RESPONSE STYLE section that explicitly
forbids verbatim repetition and stock multi-option menus.

After deploy, force-regenerate today's prep via fable_trigger_journal_prep
to also pick up the tighter prep prompt from 590a07b.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 17:16:33 -04:00
bvandeusenandClaude Opus 4.7 c5498273c3 feat(mcp): replace briefing tools with journal tools
The MCP was still calling /api/briefing/* endpoints I deleted in the
journal hard-cut. Replaced the briefing tool surface with a journal
equivalent so external MCP clients can inspect and control the journal
the same way they could the briefing.

Changes:
- New fable_mcp/tools/journal.py — helpers for /api/journal/* endpoints
- Delete fable_mcp/tools/briefing.py — RSS endpoints are gone too
- server.py: drop fable_list_rss_feeds, fable_add_rss_feed, fable_remove_rss_feed,
  fable_list_briefings, fable_get_today_briefing, fable_get_briefing_messages,
  fable_trigger_briefing, fable_reset_today_briefing
- server.py: add fable_get_today_journal, fable_get_journal_day,
  fable_list_journal_days, fable_trigger_journal_prep, fable_get_journal_config,
  fable_list_moments
- server.py: fable_get_conversation now points at journal.get_conversation
  (same /api/chat/conversations/{id} endpoint, just lives under journal helpers)
- Update _INSTRUCTIONS to describe the journal model (replacing the RSS/briefing
  section) — explains the daily prep, moments, day payloads
- Update top-line docstring: "Fable Assistant" → "Fable Scribe"

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 16:19:53 -04:00
bvandeusenandClaude Opus 4.7 590a07bc13 fix(journal): tighten prep prompt — direct briefing, not flowery letter
Previous system prompt asked for "warm, conversational, like a friend
writing a letter" which produced flowery preludes that buried the actual
data. Rewritten to:

- Lead with practical data (tasks, events, weather) — concrete and specific
- 4-7 sentences total, tight prose, no padding
- Recent moments / open threads mentioned briefly at the END as context,
  not as the lead
- Voice: "competent assistant briefing the user" not "friend writing a letter"
- Close with a short journal invitation under 8 words

Also dropped max_tokens 600 -> 400 to bias toward concision.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 16:10:57 -04:00
bvandeusenandClaude Opus 4.7 c9f2134ad4 feat(journal): conversational LLM-generated daily prep (replaces card)
The structured prep card was data-rich but voiceless. Replaced with an
LLM-generated conversational opener — same shape the briefing's compilation
slot had — that renders as a normal assistant chat bubble at the top of
the day's conversation.

Backend (services/journal_prep.py):
- Renamed generate_daily_prep -> gather_daily_sections (still pure data
  fetching, no LLM); kept the old name as a backwards-compat alias.
- New _generate_prep_prose: hands the gathered sections to generate_completion
  with a warm-conversational system prompt; returns prose. Falls back to a
  plain greeting if the LLM call fails or no model is configured.
- ensure_daily_prep_message now persists the prep as role='assistant' with
  the prose as content. Structured sections stay on msg_metadata for
  provenance. Auto-upgrades legacy system-role preps in place on next call.

Frontend:
- Drop the <article class="daily-prep"> structured block from JournalView.
  The prep is now just the first chat bubble — picks up the existing
  Illuminated Transcript styling automatically.
- Drop dayMessages / prepMessage / prepSections / asArray helpers — no
  longer needed.
- ChatMessage hideMessage filter: comment refined to clarify it only
  catches LEGACY system-role prep rows. Current preps are assistant-role
  and render normally.

Net effect: open /journal -> first thing you see is a warm assistant bubble
that talks about your day -> input bar below to reply.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 15:42:30 -04:00
bvandeusenandClaude Opus 4.7 dda62265c9 fix(journal): drop dangling JournalSetupWizard import
The setup-wizard component was deleted in the RSS hard-cut (it was
briefing-config-shaped), but JournalView still imported it — breaking
the Vite build.

Removed the import + showWizard / wizardChecked / checkSetup /
onWizardDone plumbing. JournalView now mounts straight into the day view.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 12:53:06 -04:00
bvandeusenandClaude Opus 4.7 297f2252a3 fix(test): repoint lookup tests to article_fetcher.fetch_article_text
The two test_lookup_tool.py cases were patching the now-deleted
fabledassistant.services.rss._fetch_full_article. The trafilatura URL→text
helper moved to services/article_fetcher in the RSS hard-cut.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 12:44:09 -04:00
bvandeusenandClaude Opus 4.7 dbd9f00061 refactor: hard-cut RSS infrastructure (scope C)
Removes the entire RSS feature surface — feeds, items, embeddings, reactions,
discussion-note flow, briefing news context, settings, env-vars, and DB
tables. Keeps the URL-generic article-reader (the read_article LLM tool)
under a clean module so the LLM can still fetch arbitrary article content
from URLs the user provides.

Backend:
- New services/article_fetcher.py — single source of trafilatura URL→text
- New services/tools/article.py — read_article tool (was nested under tools/rss)
- Delete services/rss.py, rss_classifier.py, rss_filtering.py, article_context.py
- Delete services/tools/rss.py
- Delete models/rss_feed.py (RssFeed, RssItem), models/rss_item_embedding.py
- services/embeddings.py: drop upsert/semantic_search/backfill RSS helpers
- services/llm.py: remove _build_briefing_article_context, briefing-conv branch,
  ARTICLE_DISCUSS_SEED skip-RAG branch; drop get_rss_items / add_rss_feed from
  the actions list
- services/generation_task.py: drop _maybe_save_article_discussion_note + caller
- routes/chat.py: drop /api/chat/from-article/<id> endpoint
- routes/journal.py: re-import via web.py refactor (article_fetcher path)
- services/tools/__init__.py: register `article`, drop `rss`
- services/tools/_registry.py: drop the requires=='rss' check
- app.py: drop backfill_rss_item_embeddings + backfill_rss_article_content tasks
- config.py: prose-only edit (no env var change — RSS env vars were never first-class)

Frontend:
- stores/settings.ts: drop rssEnabled
- SettingsView.vue: drop the RSS-classification mention
- api/client.ts: drop openArticleInChat (the from-article endpoint is gone)

Tests:
- Delete tests/test_rss_service.py, test_news_api.py, test_article_reading.py

Migration:
- 0042_drop_rss: DROP TABLE rss_item_embeddings, rss_item_reactions, rss_items,
  rss_feeds; DELETE settings rows for rss_enabled / briefing_*_topics

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 12:33:30 -04:00
bvandeusenandClaude Opus 4.7 cacfcac86a fix(journal): restore weather + events panels; hide daily-prep system msg in chat
The journal UI was over-stripped earlier — weather panel, current-conditions
poll, and the upcoming-events sidebar were all dropped. Restored those (calls
the new /api/journal/weather, /api/journal/weather/current,
/api/journal/weather/refresh, /api/journal/weather/geocode endpoints).

Also: the daily-prep system message was rendering as flat text inside
ChatPanel because there's no .role-system bubble styling. Added a hideMessage
guard in ChatMessage so daily-prep system messages don't render in the chat
stream — they're already shown above as a structured prep card.

News / RSS reactions / article-discuss are intentionally NOT in the journal
(scoped out per user direction). The broader RSS infrastructure cleanup is
a separate, larger task.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 12:22:51 -04:00
bvandeusenandClaude Opus 4.7 873e70c7ea feat(journal): add JournalView UI with /journal route + nav link
Restores a working browser surface for the journal feature, which was
left UI-less when Stage F of the original plan was deferred. JournalView
is a fresh write (not a rename of BriefingView) — drops the briefing-
specific weather panel, news cards, RSS reactions, article-discuss
button, and setup wizard, since none of those have journal-backend
equivalents.

What it does:
- Fetches /api/journal/today on mount; shows today's daily-prep card
  (rendered from msg_metadata.kind === 'daily_prep' sections)
- Day picker via /api/journal/days lets you switch to past days
- Refresh-prep button hits /api/journal/trigger-prep
- Center is the existing ChatPanel pinned to today's journal conversation
  (so the chat input + SSE + tool-call cards inherit unchanged)
- Right sidebar keeps the upcoming-events list (uses the generic
  /api/events endpoint, not a briefing-specific one)

Also:
- Replace the dead Briefing API client functions with Journal equivalents
  (getJournalConfig, saveJournalConfig, getJournalToday, getJournalDay,
  getJournalDays, triggerJournalPrep, list/update/deleteJournalMoment).
- Remove NewsView.vue — it was orphaned (no route, no nav) and depended
  on the deleted /api/briefing/* endpoints. If a standalone news surface
  is wanted later it'll need to be rebuilt against new endpoints.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 11:54:06 -04:00
bvandeusenandClaude Opus 4.7 0c91ab026d docs: add FabledSword design system + Scribe iteration decisions
Captures the FabledSword baseline (verbatim from initial draft) plus the
Scribe-specific decisions made during the first iteration pass:

- Hybrid accent rule (accent reserved for brand moments + nav/cursor +
  tags/wikilinks/in-progress/focus rings; Moss/Bronze/Oxblood/Pewter
  for action buttons by default)
- Light mode warm parchment (specific hex values pinned)
- Status + priority palette extension table (status-paused added)
- Typography: Inter for body, doc scale verbatim, two weights
- Chat-bubble "Illuminated Transcript" pattern codified
- Voice and tone: adopt principles, defer formal audit
- Border philosophy: structural not decorative
- Iconography: Lucide as source, strict 16/24 scale, 1.5/1 stroke
- Warm gold accent dropped (dates → text-secondary, paused → Warning)

Doc lives at docs/design-system.md. Polish pass (applying the system to
existing UI) is a separate, deferred phase.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-26 10:51:38 -04:00
bvandeusenandClaude Opus 4.7 ce76a003f7 feat(journal): /api/journal/* routes blueprint + cosine helper unit tests
Endpoints:
- GET/PUT /api/journal/config — per-user journal config
- GET /api/journal/today — today's journal conversation, generates daily prep on demand
- GET /api/journal/day/<iso_date> — past day's journal
- GET /api/journal/days — list of dates with journal content
- POST /api/journal/trigger-prep — manual regeneration of prep
- GET /api/journal/moments — list/search moments with filters
- PATCH /api/journal/moments/<id> — edit content/tags/pinned + junctions
- DELETE /api/journal/moments/<id>

Blueprint registered in app.py.
tests/test_journal_search.py — cosine helper coverage.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 22:40:56 -04:00
bvandeusenandClaude Opus 4.7 ac188c40a5 feat(journal): LLM tools (record_moment, search_journal) + system prompt wiring
- services/tools/journal.py — record_moment + search_journal tool handlers
- services/tools/_registry.py: add `journal` flag on ToolDef + tool() decorator
- get_tools_for_user(user_id, conversation_type='chat'|'journal') —
  exclude journal-only tools from chat sessions; exclude set_rag_scope
  from journal sessions
- services/tools/__init__.py: register the new journal module; drop the
  unused get_briefing_tools export
- services/llm.py build_context: short-circuit for journal conversations,
  using journal_pipeline.build_journal_system_prompt and skipping all
  notes-RAG injection (preserves the journal/notes isolation invariant)
- services/generation_task.py: pass conversation_type into get_tools_for_user

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 22:39:42 -04:00
bvandeusenandClaude Opus 4.7 d9ab538ef4 feat(journal): backend services (moments, search, prep, scheduler, pipeline)
- services/moments.py — CRUD with embedding sync + entity-link helpers
- services/journal_search.py — three-mode search (temporal / entity / semantic)
  with notes-RAG isolation; cosine-similarity helper unit-tested
- services/journal_prep.py — gathers tasks/events/weather/news/projects/
  recent-moments/open-threads into a structured prep block
- services/journal_scheduler.py — per-user APScheduler cron for daily prep,
  follows the BackgroundScheduler + threadsafe-async pattern from event_scheduler
- services/journal_pipeline.py — system prompt (persona + calibration rules)
  with last-48h ambient moments injection
- app.py: wire journal scheduler start/stop hooks
- routes/settings.py: re-add live-reschedule on timezone change (now via
  journal_scheduler.update_user_schedule)

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 22:37:39 -04:00
bvandeusenandClaude Opus 4.7 7602bf2293 feat(briefing): hard-cut tear-down
Backend:
- Delete briefing services (pipeline, scheduler, conversations, profile, tools)
- Delete routes/briefing.py + remove blueprint registration
- Move _get_temp_unit into services/weather.get_temp_unit (reads top-level temp_unit setting)
- Rename briefing_preferences.py → rss_filtering.py (functions are RSS-specific)
- Strip briefing scheduler hooks from app.py
- Strip briefing scheduler call from routes/settings.py
- Update test imports (test_rss_service, test_tz_helpers)

Frontend:
- Delete BriefingView, BriefingSetupWizard, BriefingToolStatusRow
- Strip /briefing route + nav links (AppHeader, KnowledgeView)
- Strip Settings → Briefing tab + state + functions + imports
- Strip briefing-intermediate handling from ChatMessage
- Hide /news route + nav links (NewsView depended on briefing endpoints; orphaned in tree)
- Drop unused useSettingsStore from AppHeader

The Android BriefingScreen lives in a separate repo and is not touched here.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 22:33:37 -04:00
bvandeusenandClaude Opus 4.7 d352e9264b feat(models): Moment + MomentEmbedding + junctions; rename Conversation.briefing_date → day_date
Also rename services/tz.user_briefing_date → user_day_date with a backwards
compat alias (briefing modules using the old name will be deleted in the
upcoming briefing tear-down stage). Update services/chat.py to_dict to use
day_date.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 20:40:02 -04:00
bvandeusenandClaude Opus 4.7 6752765e2b feat(db): migration 0041 — add moments + four junction tables (FK notes) + embeddings
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 20:38:37 -04:00
bvandeusenandClaude Opus 4.7 0fe7141949 feat(db): migration 0040 — rename briefing_date to day_date, hard cut briefing data
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 20:35:37 -04:00
bvandeusenandClaude Opus 4.7 b20d6dec66 chore(scripts): make pre_commit_fable_mcp.sh location-independent
Derive REPO_ROOT from the script's own location instead of hardcoding
the absolute project path, so the hook keeps working if the project
directory is renamed or moved.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 17:56:02 -04:00
bvandeusenandClaude Opus 4.7 e652dece9b refactor: rename Fabled Assistant to Fabled Scribe
Updates user-visible branding across frontend (PWA manifest, page title,
Settings, push fallback), backend (email templates and subjects, LLM
system prompt, CalDAV displayname, SMTP from-name default), README,
quickstart compose, and MCP server description.

Also updates the CI image path and quickstart image reference to
git.fabledsword.com/bvandeusen/fabledscribe in preparation for the
Forgejo repo rename. Internal Python package, env vars, and database
schema unchanged.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-25 16:28:25 -04:00
bvandeusen 96a44886ef Merge pull request 'feat(workspace): redesign project workspace with floating chat widget' (#42) from dev into main 2026-04-22 19:11:11 +00:00
bvandeusenandClaude Opus 4.7 f422d4158c style(workspace-notes): larger, more spacious note title
Title input bumps to 1.4rem with Fraunces serif (matches the
design language's heading treatment) and gains 0.9/1.1rem padding
on the title row for breathing room.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 14:52:58 -04:00
bvandeusenandClaude Opus 4.7 70ec060b7a style(workspace-notes): move active-note indicator to right edge
Anchors it to the editor side rather than the tasks-panel side.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 14:43:59 -04:00
bvandeusenandClaude Opus 4.7 3b41a45757 style(workspace-notes): drop border between toolbar and body
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 14:35:45 -04:00
bvandeusenandClaude Opus 4.7 19e1ca505d style(workspace-notes): unify editor chrome, distinguish rail
- Drop border-bottom lines between header / title / tags / toolbar
  so they read as one continuous input surface.
- Add a single border-top above the editor body so the body's
  existing boundary stays clear.
- Notes rail gets --color-bg-card so it no longer visually merges
  with the tasks panel (both previously shared --color-surface).
  Dropped the rail's border-right since the tint now carries the
  division from the editor pane.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 13:30:17 -04:00
bvandeusenandClaude Opus 4.7 f75c40b417 refactor(workspace): match KnowledgeView mini-chat dock style
- Widget is now a bottom-anchored dock spanning the content width
  (max-width 1200px, rounded top corners, bg-secondary, upward shadow)
  instead of a floating corner box.
- Drop the closed state and ✕ button — widget is always present,
  matching KnowledgeView's pattern. Collapsed = input-only dock,
  expanded = full ChatPanel above the input.
- Grid ratio 1fr:2fr → 0.85fr:2.15fr so tasks get a touch less room
  and notes a touch more.
- Workspace note-rail (the notes picker column inside the editor)
  widens from 155px to 200px so note titles breathe.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 12:53:02 -04:00
bvandeusenandClaude Opus 4.7 649c0f124b feat(workspace): history dropdown on project chat widget
Clicking the ▾ button reveals conversations where
rag_project_id === projectId, most-recent first. Selecting one
repoints the widget (and the workspace_conv_{pid} storage key) to
that conversation without deleting the previously active one.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 11:10:54 -04:00
bvandeusenandClaude Opus 4.7 6026c24450 refactor(workspace): two-column grid; widget drives tool-call refresh
WorkspaceView now renders tasks (1fr) on the left and notes (2fr) on
the right with the floating WorkspaceChatWidget layered on top. The
widget owns the SSE streamingToolCalls watcher and emits note-changed
and task-changed events; the view listens and reloads the affected
panel refs.

Dropped from the view:
- ChatPanel mount, empty-state quick chips, and Chat header toggle
- The conversation lifecycle + SSE watcher (moved into the widget)

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 11:09:50 -04:00
bvandeusenandClaude Opus 4.7 ae5c61a179 feat(workspace): floating project chat widget
Modeled on KnowledgeView's mini-chat. Three states (closed handle,
collapsed input-only, expanded full panel). Takes over the project
conversation lifecycle from WorkspaceView (resume-or-create on mount,
delete-if-empty-and-new on unmount) and adds a restart action. Reuses
ChatPanel for expanded view and ChatInputBar for collapsed.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-22 11:08:25 -04:00
bvandeusen 7657f48f1e Merge pull request 'feat: unified lookup tool, Wikipedia integration, weather & briefing UX' (#41) from dev into main 2026-04-18 03:33:57 +00:00
bvandeusenandClaude Opus 4.7 61e62a6904 fix: serialize article fetches in lookup to avoid lxml double-free
trafilatura.extract dispatched via run_in_executor isn't safe to run
concurrently — two parallel calls can crash the process with a
libxml2-level double free. The top-level Wikipedia+SearXNG gather is
fine; only the inner per-article extraction needs to stay sequential,
matching the pre-parallelization behavior.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-17 23:04:05 -04:00
bvandeusenandClaude Opus 4.7 9a252c8dde feat: parallelize lookup (Wiki+SearXNG) and include Wikipedia thumbnails
Runs the Wikipedia summary and SearXNG search concurrently and returns
both when available, so current-event questions aren't masked by a
generic role article from Wikipedia. When the Wikipedia summary includes
a thumbnail, it is cached through the existing image pipeline and
surfaced as an embeddable markdown snippet alongside the extract.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
2026-04-17 22:44:42 -04:00
bvandeusenandClaude Sonnet 4.6 8db6b4d230 feat: add Wikipedia as research pipeline source alongside SearXNG
Runs wiki_search in parallel with SearXNG queries; Wikipedia results
(which already carry content via their extract field) are merged into
the source pool before outline generation, skipping a separate fetch
step. Also fixes a pre-existing F811 ruff violation in the test file.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 21:59:35 -04:00
bvandeusenandClaude Opus 4.6 d5e6a8f6da refactor: update all search_web references to lookup
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 21:57:46 -04:00
bvandeusenandClaude Sonnet 4.6 06cd3493fd feat: replace search_web with unified lookup tool (Wikipedia + SearXNG fallback)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 21:56:31 -04:00
bvandeusenandClaude Sonnet 4.6 6a8f0e9143 feat: add wikipedia service with summary lookup and search
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-17 21:54:44 -04:00
bvandeusenandClaude Opus 4.6 6f8c2201ed docs: add unified lookup & Wikipedia implementation plan
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 21:20:47 -04:00
bvandeusenandClaude Opus 4.6 ec49e24c8d docs: add unified lookup tool & Wikipedia integration spec
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 21:17:48 -04:00
bvandeusenandClaude Opus 4.6 cac62c6caf feat(briefing): add 2-week upcoming events list below weather card
Fetch and display the next 14 days of events in the briefing right column,
grouped by day with color dots, time, and location. Fills the empty space
below the weather card.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 17:14:20 -04:00
bvandeusenandClaude Opus 4.6 619f069358 feat(weather): add refresh button and return card data from refresh endpoint
Add a refresh button (↻) to the weather section header in BriefingView so
users can manually re-fetch weather data (needed after deploying the hourly
precip changes to populate the cache). Update the existing POST
/api/briefing/weather/refresh endpoint to return full card data instead of
just location keys.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 16:40:57 -04:00
bvandeusenandClaude Opus 4.6 ddab0db781 feat(weather): add hourly precipitation summaries and peak timing to weather card
Fetch hourly precipitation probabilities from Open-Meteo alongside daily
forecasts. Generate human-readable precip summaries ("Rain likely 2–5 PM",
"Rain likely all day") for today and each forecast day. Display today's
summary as a styled callout and show peak precipitation hour in forecast rows.
Also fix briefing pipeline to parse all weather location rows (not just first).

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 16:05:26 -04:00
bvandeusenandClaude Opus 4.6 443b11f287 fix(tests): patch get_setting at source module, not lazy import site
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 15:15:01 -04:00
bvandeusenandClaude Opus 4.6 3c9e473823 fix(tests): mock get_setting in calendar tools availability test
The rss_enabled check in _check_requires now calls get_setting, which
needs a database connection. Mock it in the test that exercises
get_tools_for_user.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 14:49:33 -04:00
bvandeusenandClaude Opus 4.6 3ac32dc3bc feat: add rss_enabled user setting to toggle RSS functionality
RSS is now off by default. When disabled:
- Scheduler skips RSS feed sync during compilation slot
- Briefing pipeline skips RSS item gathering
- RSS LLM tools (get_rss_items, add_rss_feed) are hidden
- API routes return empty results for feeds/news
- Frontend hides News nav link, RSS Feeds and News Preferences in settings
- Briefing view hides news sidebar section

Toggle in Settings > Briefing > RSS / News.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 13:58:50 -04:00
bvandeusenandClaude Opus 4.6 29ef17f4f3 fix(llm): frame RAG notes as reference material, remove RSS from chat context
Add framing preamble to auto-injected notes so the model treats them as
reference material rather than user input. Remove RSS semantic search
injection from all chat conversations — the discuss tool handles that need.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-17 08:17:10 -04:00
bvandeusen fc82f7a0cb Merge pull request 'Fix CSP for Google Fonts' (#40) from dev into main 2026-04-17 11:16:33 +00:00
bvandeusenandClaude Opus 4.6 b743754ec2 fix(csp): allow Google Fonts for Fraunces typeface
Add fonts.googleapis.com to style-src and fonts.gstatic.com to
font-src in Content-Security-Policy header.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 20:45:22 -04:00
bvandeusen c4ffe418b5 Merge pull request 'Fix CSP blocking Silero VAD WASM compilation' (#39) from dev into main 2026-04-17 00:23:59 +00:00
bvandeusenandClaude Opus 4.6 6cf880506d fix(voice): allow WASM compilation in CSP for Silero VAD
Add 'wasm-unsafe-eval' to script-src and blob: to worker-src in
Content-Security-Policy header. Required by onnxruntime-web to compile
the Silero VAD ONNX model. Also surface VAD init errors as a toast
instead of silent console log.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 20:10:29 -04:00
bvandeusen aca34e2dfb Merge pull request 'Release v26.04.16.3 — Silero VAD + Briefing layout' (#38) from dev into main 2026-04-16 23:37:04 +00:00
bvandeusenandClaude Opus 4.6 c07a0f0f7e fix(chat): remove input bar border across all chat views
Remove border-top from .input-wrapper in ChatPanel directly instead
of overriding per-view. Applies to chat, workspace, and briefing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 19:25:48 -04:00
bvandeusenandClaude Opus 4.6 776e5edb68 fix(briefing): responsive sidebar, remove dividers, scale forecast icons
Switch sidebar from fixed px to proportional 35% so it resizes with
the viewport. Remove border between chat and input bar and between
weather and news. Use container query units for weather/forecast icons
so they scale with column width.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 19:10:49 -04:00
bvandeusenandClaude Opus 4.6 8b0dd732f7 feat(briefing): tabbed weather locations, sticky weather, wider sidebar
Add location tabs when multiple weather sources configured. Weather
section stays pinned at top of sidebar while news scrolls independently.
Bump sidebar width from 420px to 620px max for better readability.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 18:30:16 -04:00
bvandeusenandClaude Opus 4.6 f12d29563a fix(briefing): 2-column layout with table-based weather forecast
Collapse briefing from 3-column to 2-column grid (chat + sidebar).
Weather moves to top of news column, forecast uses an HTML table so
rows align cleanly. Drop verbose condition text from forecast days
(emoji already conveys it). Switch CI node_modules cache to npm
download cache to avoid tar size error from onnxruntime-web.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 18:10:46 -04:00
bvandeusenandClaude Opus 4.6 a4995606e5 chore(voice): remove amplitude-based silence detector (replaced by VAD)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 17:47:45 -04:00
bvandeusenandClaude Opus 4.6 0a8a755909 feat(voice): replace silence detector with Silero VAD in ChatInputBar
Swaps useSilenceDetector for useVad. Adds no-speech guard: when the
user manually stops recording without VAD ever detecting speech, show
a toast and skip the Whisper round-trip instead of sending pure noise.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 17:45:21 -04:00
bvandeusenandClaude Opus 4.6 719de12a6c feat(voice): add useVad composable wrapping Silero VAD
Provides speech-start/speech-end detection via @ricky0123/vad-web.
Retains amplitude-based visual feedback for mic pulse animation but no
longer uses it for stop decisions. Exposes stopAndCheck() which fires
onNoSpeech when the user manually stops without VAD ever detecting
speech — avoids wasted Whisper round-trips on noise-only recordings.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 17:43:17 -04:00
bvandeusenandClaude Opus 4.6 72018aa389 feat(voice): add ONNX WASM idle preloader for Silero VAD
Configures vite-plugin-static-copy to serve @ricky0123/vad-web's ONNX model,
audio worklet, and onnxruntime-web WASM files from the site root.
useOnnxPreloader warms the model cache during page idle so the first mic
click is instant.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 17:41:17 -04:00
bvandeusenandClaude Opus 4.6 1e73ea04f1 chore(frontend): add @ricky0123/vad-web dependency
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 13:37:37 -04:00
bvandeusen 72708475a3 Release v26.04.16.1 — Fix tool actions mismatch in system prompt 2026-04-16 12:39:02 +00:00
bvandeusenandClaude Opus 4.6 e07d8436b7 fix(llm): sync available actions list with actual registered tools
The system prompt listed phantom tools (create_task, delete_task, get_note)
that don't exist, causing the model to spiral when users asked to create
tasks under a project. Replaced the stale hardcoded string with a
dynamically-built actions list matching all registered tools, and added
conditional searxng/caldav extensions.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-16 08:16:36 -04:00
bvandeusen 1711ee6a1f Release v26.04.15.1 — Chat UI overhaul + silent gen fix 2026-04-16 05:52:47 +00:00
bvandeusenandClaude Opus 4.6 369cf0a7c9 fix(chat): default context sidebar to hidden
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 23:29:14 -04:00
bvandeusenandClaude Opus 4.6 3f2813d16f feat(chat): Phase D empty-state + overlay context sidebar
Empty-state rethink: replace "Start a conversation." with a richer
landing showing recent conversations (top 5 as resume links) and a
voice-mode entry button. Gated to full variant only; widget/briefing
keep the simple message.

Context sidebar: switch from grid column (4-col layout) to absolute
overlay on the right gutter (3-col layout). The reading column is now
always symmetrically centered regardless of whether the sidebar is
visible — eliminates the leftward shift that occurred when context
notes appeared.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 22:35:39 -04:00
bvandeusenandClaude Opus 4.6 fddac2aa2f fix(chat): always think on qwen3, drop content-based classifier
Content-based gating (_should_think) was introduced in 87fcaa6 to cut
TTFT on simple prompts, but it has no way to tell that short prompts
like "create a task titled X" are going to trigger a tool call — and
qwen3:14b's tool-call template is unreliable at think=False, producing
intermittent silent generations where output tokens burn but nothing
parses into content or tool_calls.

Reverting to always-on thinking restores the pre-87fcaa6 reliability
of tool emission at the cost of TTFT latency on short conversational
prompts. This also lets us delete the silent-round retry loop (which
can no longer fire) along with its bookkeeping.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 21:09:16 -04:00
bvandeusenandClaude Opus 4.6 1261e93ede chore(generation): track CTX_DIAG per attempt not per round
Retry attempts were previously conflated with the initial call,
making prompt_tokens and headroom look cumulative and useless for
diagnosing the silent-round behavior. Move start-of-attempt captures
inside the retry loop and emit attempt_start / attempt_end lines so
each attempt's numbers stand alone.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 20:39:49 -04:00
bvandeusenandClaude Opus 4.6 b6165e56e5 chore(generation): add CTX_DIAG logs for silent-round investigation
Log num_ctx, message count, prompt/output tokens, headroom, and a
silent flag per round so we can correlate silent generations against
context pressure on the dev instance.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 20:09:08 -04:00
bvandeusenandClaude Opus 4.6 5e281c534a fix(chat): add bottom padding to messages container to clear input bar
Streaming bubble (Generating response…) was flush against the input
wrapper top border. Give the scroll column 0.75rem of breathing room
so the assistant bubble sits visibly separate from the input.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 19:29:14 -04:00
bvandeusenandClaude Opus 4.6 9082281225 feat(chat): Phase C — collapsible context sidebar with header toggle
Context sidebar sections (Auto-included / Suggested / In Context) are
now collapsible with chevrons, and collapsed state persists per
conversation via localStorage. A new Context (N) button in the chat
header toggles the whole sidebar — open by default on wide screens
(>=1200px), closed by default below. Visual differentiation: auto-
included notes get a muted background with an AUTO pill, in-context
notes get an active-chip style with a primary-colored left border,
and each section header shows its item count.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 19:12:11 -04:00
bvandeusenandClaude Opus 4.6 058d6089b1 fix(chat): retry silent rounds with think=True before falling back
Qwen3's tool-call tokens sometimes fail to parse into either content
or tool_calls, burning output tokens and producing empty bubbles.
Detect the signature within a round (empty content, no tool calls,
eval_count > 0) and re-run the same round once with reasoning mode
enabled, which emits more reliable output. The post-loop fallback
remains as the final catch.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 18:22:28 -04:00
bvandeusenandClaude Opus 4.6 ba0cb07c91 fix(chat): surface silent generations instead of empty bubbles
Qwen3:14b sometimes burns output tokens on tool-calling attempts whose
emission doesn't parse into any field we read — eval_count > 0 but no
thinking/content/tool_calls ever stream to the caller. Generation
completes "successfully," the user sees an empty assistant bubble, and
no error is logged. Seen in conv 220 today.

Two safety rails:

- stream_chat_with_tools now tracks whether it yielded anything; when
  Ollama's done frame reports eval_count > 0 with zero yields, log a
  warning including the last ~5 raw frames so the next occurrence leaves
  breadcrumbs for diagnosis.

- run_generation checks the same post-condition after the tool loop
  exits and, if content is empty with no tool calls but output_tokens
  > 0, substitutes a visible fallback message and streams it as a chunk
  so the user gets something readable instead of a blank bubble.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 17:35:30 -04:00
bvandeusenandClaude Opus 4.6 4228e9a384 feat(chat): move scope chip to header, consolidate voice controls into input bar
Phase B of chat view refinement. Bumps chat reading column to 1200px,
lifts the RAG scope chip out of the footer and into the ChatView header
(next to the title), and collapses the listen toggle / volume slider /
stop-playback buttons into a single speaker popover on the input bar.
Listen mode + TTS are now available in briefing and workspace chats too,
since the controls live on the shared ChatInputBar.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 09:44:16 -04:00
bvandeusenandClaude Opus 4.6 035ec0c0dc feat(chat): Phase A chrome cleanup — kebabs, search, full-width new chat
Header:
- Remove Research button + modal (skill fires reliably from normal chat)
- Move Summarize-as-Note into a header kebab (disabled until the
  conversation has messages)

Left sidebar:
- Full-width "+ New Chat" primary button
- Search input filters conversations by title (case-insensitive
  substring) with a "no matches" empty state
- Move Select into a sidebar kebab next to search

Shared .btn-kebab + .kebab-menu styles give future conv-level actions
a home. Document mousedown + Escape dismiss both kebabs.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 09:28:48 -04:00
bvandeusenandClaude Opus 4.6 f0c93ffa3b fix(chat): drop display:flex from .chat-panel-fill so grid layout wins
The inherited .chat-panel-fill class lands on ChatPanel's new .chat-full
root via attribute inheritance, and its display:flex was overriding the
grid layout — stacking messages, sidebar, and input bar vertically
inside the reading column instead of placing the sidebar in grid col 4.
Layout is ChatPanel's responsibility now; .chat-panel-fill only sizes.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 07:40:44 -04:00
bvandeusenandClaude Opus 4.6 ad4fe3d783 feat(chat): center chat reading column and full-height context sidebar
Replaces the full-variant flex layout with a single CSS grid owning the
messages column, input bar, and context sidebar. Messages and input bar
share a centered ~820px reading track (--chat-reading-width token) so
the mic button can't get pushed off-screen on wide monitors, and the
context sidebar spans grid-row 1/-1 so it runs the full height from the
chat header down to the bottom edge instead of stopping above the input
bar.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 07:11:08 -04:00
bvandeusen dcbe018297 Merge pull request 'Release v26.04.15.1 — Dynamic voice silence threshold + filled mic halo' (#35) from dev into main 2026-04-15 04:38:27 +00:00
bvandeusenandClaude Opus 4.6 36fb71699b feat(voice): dynamic silence threshold + filled red mic halo
The web silence detector previously ran RMS over getByteFrequencyData
bytes (which are already dB-scaled) and re-log'd the result, producing
numbers that didn't line up with real dBFS. Combined with a static
-40 dB threshold that sat right on top of room ambient, silence
detection rarely fired and the user had to click stop manually.

- Rewrite useSilenceDetector to use getFloatTimeDomainData for honest
  linear RMS → dBFS.
- Silence threshold is now dynamic: track session peak dBFS and treat
  "silent" as 15 dB below peak. Auto-calibrates per mic/room.
- Grace period (1500 ms) at start so the user can begin speaking
  before checks arm; static -45 dB fallback until peak clears -25 dB
  so dead-silent sessions don't spin forever.
- Silence duration bumped 1500 → 2000 ms for breathing room.

Visual: detached red radial-gradient disc sits behind the mic in a
wrapper; the button no longer scales, so the white mic icon stays
legible on top while the halo grows from 1x to ~2.6x with live
amplitude. Much more obvious "you are live" signal than the prior
subtle box-shadow pulse.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-15 00:26:52 -04:00
bvandeusen 027fbec606 Merge pull request 'Release v26.04.14.3 — Live amplitude mic pulse' (#34) from dev into main 2026-04-15 02:54:42 +00:00
bvandeusenandClaude Opus 4.6 730dbfaf7b feat(voice): pulse mic button with live amplitude
The mic button now scales and glows proportional to the silence
detector's RMS amplitude instead of sitting static. Gives obvious
feedback that audio is actually being picked up — silence still
breathes via a 0.1 floor, loud input caps at ~1.18x scale so it
doesn't punch through the input bar.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-14 22:46:37 -04:00
bvandeusen 267a975455 Merge pull request 'Release v26.04.14.2 — Discuss failure mode fixes' (#33) from dev into main 2026-04-15 01:45:36 +00:00
bvandeusenandClaude Opus 4.6 7bd1548f71 fix(discuss): hard-fail empty articles and skip RAG on seed turn
Discuss flow was hallucinating unrelated content when article
extraction returned empty or RAG pulled in orphan notes that looked
more relevant than the generic seed prompt.

- seed_article_discussion raises EmptyArticleError on empty body;
  briefing and /news routes return 422 instead of staging an empty
  synthetic tool result.
- build_context skips RAG auto-injection when user_message matches
  ARTICLE_DISCUSS_SEED so the article IS the context on turn one;
  follow-up turns keep RAG on.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-14 18:13:17 -04:00
bvandeusen 9f3b3450fa Merge pull request 'Release v26.04.14.1' (#32) from dev into main 2026-04-14 12:02:13 +00:00
bvandeusenandClaude Opus 4.6 ba90ad8132 feat(article-discuss): unify /news + briefing entry points, persist summaries to RAG
Both the /news discuss button and the briefing discuss button now call a
shared seed_article_discussion() helper that stages the synthetic
read_article tool exchange and the conversational seed prompt — behavior
stays byte-identical across entry points. /news also auto-starts
generation so the chat screen lands on an in-flight stream.

First assistant reply in a seeded article conversation is persisted as a
Note (tags: article-summary + article topics) and backlinked via
rss_items.discussion_note_id, so the knowledge base stops being amnesiac
about articles the user has engaged with.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-14 07:54:24 -04:00
bvandeusenandClaude Opus 4.6 9157740069 ci: gate typecheck/lint/test on ref so main merge commits skip work
Forgejo Actions doesn't consistently honor `on.push.branches` as a
filter — the merge commit landing on main after a release PR was still
triggering the full CI workflow on a SHA that had already passed on
dev, burning ~1 minute of runner time for no reason.

The `build` job already had a ref guard, so no duplicate images were
being pushed, but typecheck/lint/test ran unconditionally. Add the
same guard (`refs/heads/dev` or `refs/tags/v*`) to those three so main
pushes trigger the workflow but every job skips immediately with zero
runner time.

Also tightened the build job's tag filter from `refs/tags/` to
`refs/tags/v` for consistency with the new guards and to avoid ever
building from a non-version tag.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 23:40:41 -04:00
bvandeusen fd885c1bc8 Merge pull request 'Release v26.04.13.3' (#31) from dev into main 2026-04-14 03:36:09 +00:00
bvandeusenandClaude Opus 4.6 8205590f8d feat(briefing): cache + map-reduce article context for rich discuss chats
The Discuss button on news cards was producing one-shot replies because
the model got the whole trafilatura blob dropped into history with a
canned "summarize and discuss this article" prompt — no length guard, no
prep, no invitation to converse. Large articles got silently truncated by
Ollama; small articles got a tepid reply.

This reworks discuss_article around a three-layer cache:

  context_prepared  →  content_full  →  fresh trafilatura fetch

First click on a small article fetches once, writes through to both
caches, and passes the body straight into the synthetic read_article
tool-result. First click on a large article additionally runs a parallel
map step (services/article_context.py) that chunks the body on paragraph
boundaries, summarizes each ~8k chunk to ~300 words of dense factual
prose via the background model, and concatenates the summaries under
section headers — all pinned to num_ctx=16384 so the map step doesn't
itself fall victim to silent truncation. Repeat clicks on either path
skip straight to the chat turn.

The canned summary prompt is replaced with a conversational seed that
invites the user into an actual discussion rather than a one-shot
synopsis, matching the goal of "have a conversation about an article,
not just read it."

discuss_topic is intentionally left untouched — it's the multi-article
aggregation path and needs a separate rework. Follow-up task will decide
whether to retire it or rework it on the cached-context approach.

Closes task #106.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 20:52:00 -04:00
bvandeusen 939b910372 Merge pull request 'Release v26.04.13.2' (#30) from dev into main 2026-04-13 23:00:33 +00:00
bvandeusenandClaude Opus 4.6 70cea78c2f fix(llm): default generate_completion num_ctx to Config.OLLAMA_NUM_CTX
Non-streaming generate_completion was the only LLM entry point that
didn't default num_ctx — stream_chat and stream_chat_with_tools both
fall back to Config.OLLAMA_NUM_CTX (16384). When a caller omitted the
argument, Ollama silently used the model's default window (~4k on
qwen3) and truncated the prompt.

That footgun was masked by fallback paths in the research pipeline:
_generate_outline's prompt carries ~12 sources × 2000 chars (~6k
tokens) of source material plus a system prompt, so the prompt got
chopped, the model never saw the sources, JSON parsing failed twice,
and run_research_pipeline dropped into the single-note "monolith"
fallback (research.py:251). The user reported chat 215 producing such
a monolith note for a multi-source research topic.

Two-layer fix:
- Default num_ctx to Config.OLLAMA_NUM_CTX inside generate_completion,
  matching the streaming entry points. Any current or future caller
  that forgets the argument stops silently losing input.
- Pin num_ctx=16384 explicitly in _generate_outline and
  _generate_executive_summary with comments pointing at the failure
  mode, so a refactor of the generate_completion default can't
  silently regress the research pipeline.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 18:20:58 -04:00
bvandeusenandClaude Opus 4.6 4e4dbb8783 fix(chat): feed title model raw turns instead of post-build_context messages
_generate_title was receiving the full messages list from build_context,
which prepends RAG snippets, RSS excerpts, URL content, and briefing
article dumps INTO the user-role message string. The role=="user" filter
inside _generate_title then handed that composite blob (capped at 300
chars) to gemma3:4b as "the user's message", so the background model
was titling conversations based on article excerpts instead of what the
user actually typed — producing wildly wrong titles like "Briefing
Profile Preferences & Schedule" for a plain calendar query. See #109.

Pass the raw history + user_content + assistant reply instead.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 17:15:39 -04:00
bvandeusenandClaude Opus 4.6 e4e1d1da49 fix(tz): interpret calendar and briefing dates in user's local timezone
Two related bugs where the server defaulted naive datetimes to UTC instead
of the configured user timezone, causing all-day events to land on the
previous day and briefings to "disappear" at UTC midnight.

- New services/tz.py helpers: get_user_tz, user_today, user_briefing_date
  (the briefing day flips at 4am local to align with the compilation slot,
  so the 00:00-04:00 local window still shows yesterday's briefing until
  the new one is generated).
- calendar create/list/update tools now parse naive datetimes in the
  user's TZ before converting to UTC for storage, and tool descriptions
  tell the model to pass plain local dates.
- briefing_conversations.get_or_create_today_conversation and the
  reset-today route use user_briefing_date so the in-progress briefing
  doesn't get replaced at 19:00 NY / UTC midnight.
- _run_profile_closeout targets user-local "yesterday" for consistency.

Regression tests added for the TZ helpers and the calendar tool.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 15:35:27 -04:00
bvandeusen af6f81e0a7 Merge pull request 'Release v26.04.13.1' (#29) from dev into main 2026-04-13 05:13:41 +00:00
bvandeusenandClaude Opus 4.6 734ccc337f test(llm): lock in _should_think classifier; drop briefing think overrides
Adds 38 parametrized tests for the _should_think classifier covering the
explicit-override path, empty/whitespace content, short/medium/long length
boundaries, case-insensitive keyword matching, and a chatty-message negative
set. These pin the content-based semantics so future tweaks to the keyword
list or length thresholds surface regressions immediately instead of going
unnoticed behind subtle latency changes.

Also drops the `think=True` overrides from the briefing /discuss-article
and /discuss-topic entry points. With `"discuss"` added to _THINK_KEYWORDS,
those canned prompts trip the classifier naturally, so the overrides were
redundant — keeping a uniform "classifier is authoritative" rule makes the
code easier to reason about.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 01:04:18 -04:00
bvandeusenandClaude Opus 4.6 87fcaa6a0d fix(chat): gate qwen3 thinking on message content instead of always-on
The frontend hardcoded think=true on every chat send (ChatPanel full +
widget variants, KnowledgeView minichat), which defeated the _should_think
gate on the backend and made qwen3:14b spend 5-20s on chain-of-thought
reasoning for every turn — even "hi". This was the root cause of the
warm-path TTFT variance tracked in followup_ttft_variance.md: the logged
ttft_ms was really prefill + full thinking phase, bouncing with the depth
of the model's reasoning, not with cache or eviction.

All three frontend callers now pass think=false and let _should_think be
authoritative. The classifier is now a real content-based gate: explicit
think_requested=True still forces on as an override (briefing discuss
actions, future UI toggles, MCP callers), otherwise messages <80 chars
without reasoning keywords skip thinking, messages >=400 chars or
containing keywords like why/explain/analyze/debug/review/etc. get it.

Generation timing now separately records think_requested, the final
think decision, first_token_ms (first any chunk), and thinking_ms
(duration of the thinking phase). ttft_ms keeps its existing semantic
(first content token) so existing log analysis still works. The timing
log line surfaces all four fields so the old "just a big ttft number"
ambiguity is gone.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-13 00:53:47 -04:00
bvandeusenandClaude Opus 4.6 782f36ed51 fix(llm): surface Ollama error body; refresh pre-gemma3 summaries
Two small hardening fixes from the mistral-nemo testing round:

1. stream_chat / stream_chat_with_tools now read the Ollama response
   body and log it before raising on non-2xx. Previously all we saw
   was 'HTTP 400 Bad Request' — the gemma3-no-tools failure would
   have been diagnosed in one step if we'd been logging the body,
   which says e.g. 'model does not support tools'.

2. backfill_project_summaries() now also targets summaries stamped
   before 2026-04-12 (the gemma3:4b cutover). The remaining projects
   still carrying the broken qwen2.5:3b output (token repetition,
   hallucinated topics) will regenerate on next startup on the
   better model.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 22:13:21 -04:00
bvandeusenandClaude Opus 4.6 9a851de624 fix(llm): normalize Ollama model tags to lowercase
Ollama's /api/tags returns whatever casing was used at pull time
(e.g. 'gemma3:12B' if the user ran 'ollama pull gemma3:12B'), but
/api/chat rejects mixed-case tags with a 400. The two code paths
are inconsistent, which surfaces the capitalized tag in the model
dropdown and then silently kills every chat request against it.

Lowercase on read (get_installed_models), on settings write
(update_settings_route), and on ensure_model() input so a legacy
mixed-case user setting can't trigger a spurious re-pull at
startup. The dropdown and stored settings are now always in the
form Ollama will actually accept.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 18:02:52 -04:00
bvandeusenandClaude Opus 4.6 95135a665b fix(llm): switch default background model to gemma3:4b
qwen2.5:3b produced broken auto-summaries (misspellings, token repetition,
hallucinated topics) — its synthesis ceiling is too low for free-form
summarization. Gemma 3 4B is stronger on summarization at similar size
and still fits comfortably alongside the main chat model in VRAM, so it
preserves the KV-cache-separation strategy that keeps chat TTFT fast.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 15:45:22 -04:00
bvandeusen 46c6a9f174 Revert "fix(projects): route auto-summary through main model"
This reverts commit ec3853a78a.
2026-04-12 15:40:04 -04:00
bvandeusenandClaude Opus 4.6 ec3853a78a fix(projects): route auto-summary through main model
Project auto-summaries were using the 3B background model, but the
task — synthesizing a coherent paragraph over ~10 notes — is well past
what 3B can do reliably. Evidence on dev: "doging conversation
hygiene", "MCPview). MCP).", trailing stray quotes, and hallucinated
topics ("AI regulation").

Route through the user's default chat model instead. Project summary
regeneration is rare (only when a project changes) so the KV cache
eviction cost on the main model is negligible.

Title generation, tag suggestions, and RSS classification continue to
use the background model — those tasks are within what 3B handles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 15:38:00 -04:00
bvandeusenandClaude Opus 4.6 0becc1439b fix(llm): correct context sizing, honor think requests, broaden delete
Three related fixes uncovered while benchmarking qwen3:14b against 8b:

- pick_num_ctx was only counting message content, missing the ~15K
  tokens of tool schemas. num_ctx=8192 was being selected while actual
  prompt_tokens hit 14K+, causing silent prompt truncation on every
  tool-using request. Now includes json.dumps(tools) in the estimate.
  KV cache priming in app.py and routes/settings.py also fetches tools
  so the primed num_ctx matches what real chat requests will use.

- _should_think's heuristic classifier was overriding explicit
  think=true requests from the frontend toggle and MCP, gating on
  message length and regex patterns. Now a pass-through — the caller
  is the source of truth. quick_capture hardcodes think=False since
  it's a fast classification path that was relying on the old gating.

- delete_note description only mentioned "note or task", so the model
  refused to call it for entries created by save_person / save_place /
  create_list. Description now explicitly lists all five note_types it
  handles.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 15:32:52 -04:00
bvandeusenandClaude Opus 4.6 a6fe1c0d7c docs: update architecture and features for tool consolidation
Update tools.py references to tools/ package, remove stale intent
router section, update research pipeline to multi-note output,
fix create_task references now merged into create_note.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 13:56:13 -04:00
bvandeusenandClaude Opus 4.6 77339d5c58 refactor(tools): consolidate LLM tools from 42 to 38
Merge create_task into create_note (set status='todo' for tasks, omit
for notes), merge delete_task into delete_note, consolidate entity
tools (create/update_person → save_person, create/update_place →
save_place), rename get_note → read_note with clearer descriptions,
move calculate out of rag.py into utility.py, and extract shared
duplicate detection into check_duplicate() helper.

Updates all downstream references in generation_task.py, quick_capture.py,
ToolCallCard.vue, and WorkspaceView.vue.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 13:38:45 -04:00
bvandeusenandClaude Opus 4.6 e95ad90055 fix(research): show exception type when error message is empty
Some exceptions (e.g. connection errors) produce empty str(e),
resulting in "Research failed: " with no explanation. Fall back to
the exception class name when the message is blank.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 12:28:57 -04:00
bvandeusenandClaude Opus 4.6 1d6905ccc8 feat(research): linked section notes + executive summary in index
Research pipeline now produces an index note with:
- Executive summary (2-3 paragraphs synthesized from sections)
- Clickable links to each section note (/notes/{id})
- Section notes have parent_id pointing to the index

Also improves outline resilience: lowered minimum sections from 3
to 2, retries once on failure before falling back to monolithic note.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 12:18:31 -04:00
bvandeusenandClaude Opus 4.6 403eb49de0 fix(chat): prevent New Chat button from stretching full height
The .btn-new-conv class has flex:1 for the sidebar row layout, but
when reused inside .no-conversation (a column flex), it stretched
vertically to fill the entire viewport — appearing as a giant
purple rectangle. Override with flex:none in the no-conversation
context.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 12:06:44 -04:00
bvandeusenandClaude Opus 4.6 717ac1b5d7 fix(ci): make registry cache export non-fatal
The Forgejo registry occasionally returns 400 on large cache layer
blob uploads, failing the entire build even though the image itself
pushed successfully. Adding ignore-error=true to cache-to so cache
failures don't block deployments.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 11:36:27 -04:00
bvandeusenandClaude Opus 4.6 8276e5050a fix(chat): let backend auto-generate conversation titles
KnowledgeView and WorkspaceView were passing explicit titles
("Knowledge chat", "Project — Workspace") to createConversation(),
which prevented the backend's auto-title generation from firing
(condition: `not conv_title`). Pass no title so the background
title generator names conversations after their first message.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 11:33:53 -04:00
bvandeusenandClaude Opus 4.6 436e339c48 fix(knowledge): task cards showed 'LIST' badge instead of 'Task'
The type-badge template had no v-else-if for task, so tasks fell
through to the v-else which renders 'List'.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 10:07:23 -04:00
bvandeusenandClaude Opus 4.6 c32c75f77e fix(test): update mock path for tool registry refactor
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 10:02:34 -04:00
bvandeusenandClaude Opus 4.6 ce2d76447c refactor(tools): decorator-based tool registry replaces monolithic tools.py
Split 2566-line tools.py into a tools/ package with @tool decorator
registration. Each tool's schema, metadata, and implementation live
together. Briefing eligibility is now a briefing=True flag instead of
a separate frozenset allowlist. Conditional inclusion (CalDAV, SearXNG)
uses requires= metadata. Public API (get_tools_for_user, execute_tool)
unchanged.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-12 10:01:00 -04:00
bvandeusen 5275be8588 fix(ci): install setuptools before http-ece for uv
uv creates bare venvs without setuptools (unlike pip). http-ece
doesn't declare setuptools as a build dependency but needs it when
built with --no-build-isolation.
2026-04-12 00:10:45 -04:00
bvandeusen 8d07b6c79e ci: new ci-runner base image + uv/ruff/node_modules cache
Runner base image (infra/Dockerfile.runner-base):
- Added uv (fast Python package installer, ~10x faster than pip)
- Added ruff (baked in, lint job drops from ~13s to ~2s)
- Added jq + tzdata
- Renamed tag from py3.12-node22 to ci-runner (purpose over contents)

Workflow (ci.yml):
- typecheck: cache node_modules directly instead of npm download cache;
  skip npm ci entirely on cache hits (9m41s → ~30s expected)
- lint: just `ruff check src/` — no venv, no install
- test: uv venv + uv pip install replaces pip (~10x faster resolves)
- all jobs: runs-on ci-runner label

Baseline: typecheck 9m41s, lint 13s, test 1m42s
2026-04-11 23:59:57 -04:00
bvandeusen 02138f5728 fix(ci): use venv for ruff install — pipx not on runner image
The py3.12-node22 runner doesn't ship pipx, so the previous commit's
pipx install ruff failed with command not found. Switched to the same
venv pattern the test job uses.
2026-04-11 16:31:36 -04:00
bvandeusen 61f95fb9ed style(knowledge): align task card theming with note/list pattern
Task card was the outlier in the Knowledge view: half-width fade-to-
transparent gradient bar while note/list use full-width two-stop
gradients, and the type badge was purple while the border+bar were gold.

- k-card--task::before: full width with gold→amber gradient (#d4a017
  → #fbbf24) matching the two-stop pattern
- badge--task: switched from purple to amber so the badge matches
  the card chrome
2026-04-11 16:30:36 -04:00
bvandeusen cc74901761 ci: add concurrency, registry cache, pipx ruff, least-privilege perms
- concurrency: cancel in-progress runs on new pushes (non-tag only);
  tag runs are never cancelled so releases can't kill themselves
- permissions: contents: read default, packages: write scoped to build
- docker build: explicit cache-from/cache-to against :cache tag so
  BuildKit warmth survives local runner cleanup
- lint: pipx install ruff instead of --break-system-packages
- actions/cache@v3 → @v4
- triggers main branch pushes for gate runs (build stays dev/tag only)
- comments added on the non-obvious bits (http-ece isolation, docker
  prune two-step, registry cache mode=max)
2026-04-11 16:11:27 -04:00
bvandeusen 9f6608fc8f fix(briefing): stale weather auto-refresh + task filter + overdue prompt
Three briefing quality fixes surfaced by reading today's 2026-04-11
compilation output:

- **Stale weather**: get_weather was returning 48h-old cache data
  after a missed scheduler run. Tool now auto-refreshes any cached
  location older than 6h (fetching fresh data from Open-Meteo), and
  stamps each location with cache_age_hours + is_stale so the model
  can hedge instead of faithfully relaying old numbers.

- **Cancelled tasks leaking into prose**: briefing loop now defaults
  list_tasks calls to status=["todo","in_progress"] when the model
  doesn't specify, so cancelled/done items stop showing up in the
  summary. Localized to the briefing path — chat still sees full
  history.

- **Overdue in-progress tasks missed by midday check-in**: tightened
  the check-in prompt to explicitly require two list_tasks calls —
  one for in_progress (catches items dragging past their due date)
  and one filtered by due date — so long-running tasks stop getting
  silently dropped.
2026-04-11 13:32:52 -04:00
bvandeusen e63b4634ea feat(briefing): surface news items in compilation via get_rss_items
The compilation prompt mentioned "news themes" but didn't name the
tool, and the model was never calling get_rss_items. Result: today's
briefing had zero news coverage despite the tool being wired up and
in the allowlist.

- Explicitly list the tools to call in the compilation prompt so
  get_rss_items gets invoked alongside list_tasks/list_events/get_weather.
- When the model calls get_rss_items during a compilation run,
  intercept and return the already-scored/filtered items (topic prefs
  + reaction-weighted) instead of the raw feed dump execute_tool
  would return. Aligns the model's view of news with the sidebar's
  rss_item_ids metadata.
2026-04-11 13:30:26 -04:00
bvandeusenandClaude Opus 4.6 593d737e26 feat(briefing): UI polish for agentic briefing messages
Three visual improvements for the briefing conversation:

1. Intermediate tool-call messages (empty content, briefing_intermediate:
   true) now render as a compact dashed status row with per-tool pills
   showing result counts, instead of an empty assistant bubble followed
   by a stack of ToolCallCards. Click to expand the full cards.

2. Slot badge on non-intermediate briefing messages — "Full Briefing"
   for compilation, "Morning/Midday/Afternoon Update" for slot
   injections. Slot updates get a softer bubble treatment (transparent
   background, muted border, smaller text) so the compilation stays
   visually dominant.

3. Slot separator now triggers on briefing_slot metadata (not the
   compilation-only rss_item_ids), and uses a look-behind so it only
   fires when there's a prior slot message — no separator above the
   first briefing of the day.

New component: BriefingToolStatusRow.vue handles the intermediate
pill row and delegates to ToolCallCard when expanded.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-10 22:10:31 -04:00
bvandeusenandClaude Opus 4.6 06dbc0e27a test(briefing): drop tests for removed legacy helpers
format_task, compute_task_hash, and split_changed_tasks were deleted
in 9eba6ac when the legacy one-shot briefing path was ripped out.
Their tests went with them.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-10 20:48:37 -04:00
bvandeusenandClaude Opus 4.6 7e0938fe7d feat(fable-mcp): add reset_today_briefing tool
Wipes today's briefing messages (keeps the conversation row) and
optionally re-fires the compilation slot to regenerate. Pairs with
the new POST /api/briefing/reset-today backend route.

Also drops the stale briefing_mode reference from trigger_briefing's
docstring now that legacy mode is gone.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-10 20:42:48 -04:00
bvandeusenandClaude Opus 4.6 9eba6ac107 refactor(briefing)!: remove legacy one-shot synthesis, agentic-only
Deletes ~760 lines of legacy briefing code: format_task, compute_task_hash,
upsert_task_snapshots, _gather_internal, _gather_weekly_review,
_llm_synthesise, and the unified prompt helpers. run_compilation and
run_slot_injection are now agentic-tool-use-loop only.

briefing_scheduler and user_profile migrated from the deleted helper to
services.llm.generate_completion (retry + keep_alive baked in).

routes/briefing.manual_trigger now persists agentic tool-call receipts
via _persist_agentic_messages (previously silently dropped them) and
adds POST /api/briefing/reset-today to wipe today's briefing messages.

BREAKING: briefing_mode setting no longer honored; no legacy fallback.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-10 20:42:42 -04:00
bvandeusenandClaude Opus 4.6 66f906a629 fix(briefing): exclude paused-project tasks from briefing tooling
list_notes gains exclude_paused_projects; list_tasks tool sets it when
no explicit project filter is given. Paused projects no longer leak
tasks into briefings or list_tasks results.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-10 20:42:33 -04:00
Bryan Van DeusenandClaude Opus 4.6 5f4759a5e8 feat(chat): ground factual claims in tool results, be honest when empty
Applies the grounding discipline from the agentic briefing work to the
main chat system prompt. The regular chat pipeline was already agentic
(it uses stream_chat_with_tools), but its system prompt never told the
model "only assert facts from tool results" or "if a tool returns
nothing, say so honestly." That left room for the same class of
hallucinations the briefings had — calling list_events, getting an
empty array, and then confidently mentioning a meeting anyway.

Adds two new static rules to the tool guidance block in llm.build_context:

GROUNDING — when the user asks about their own data, call the relevant
tool to see what exists. Never assert from memory or assumption.

HONESTY WHEN EMPTY — if a tool returns empty results, tell the user
plainly. No fabricated example items, no invented meetings, no generic
suggestions dressed up as real data.

Both rules are in the static (KV-cache-stable) portion of the system
prompt so they cost nothing on repeated requests for the same user.

Carries the hallucination fix from the briefing work directly into
every chat turn, not just chat that happens inside a briefing thread.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 15:54:01 -04:00
Bryan Van DeusenandClaude Opus 4.6 25c767ddf2 fix(test): update run_slot_injection mock for new tuple return
PR 1.5 (commit 4168167) changed run_slot_injection's signature from
returning str to returning tuple[str, dict] so the scheduler can get
at the agentic message list for receipt persistence. The
test_run_slot_morning_runs_on_work_day mock was still returning the
old plain-string value, which unpacked to a ValueError at runtime.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 15:22:06 -04:00
Bryan Van DeusenandClaude Opus 4.6 7e06e58ab6 chore(fable-mcp): bump version to 0.2.6 for briefing introspection tools
Manual bump because the pre-commit hook that normally handles this
didn't run — its scripts had lost their executable bits earlier in
the session. Permissions have been restored in this commit's tree,
so subsequent commits touching fable-mcp will auto-bump again.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 15:07:54 -04:00
Bryan Van DeusenandClaude Opus 4.6 2fd914916f feat(fable-mcp): briefing introspection and manual trigger tools
Adds the MCP tools needed to debug the agentic briefing pipeline
without waiting for scheduled slots to fire:

- fable_list_briefings — list briefing conversations newest first
- fable_get_today_briefing — fetch today's briefing with all messages
- fable_get_briefing_messages(conv_id) — message list for a specific
  briefing conversation, including tool_calls with embedded results
- fable_trigger_briefing(slot) — manually run a slot via
  POST /api/briefing/trigger (fires RSS/weather refresh, same as
  the scheduler)
- fable_get_conversation(conv_id) — generic conversation read for
  chat or briefing threads, full messages + tool_calls + metadata

All of these hit existing REST endpoints (/api/briefing/conversations,
/api/briefing/conversations/<id>/messages, /api/briefing/trigger,
/api/chat/conversations/<id>) so no API surface changed — the gap
was purely on the MCP side. Bearer token auth works across both
blueprints because login_required already accepts API keys.

Enables a full "trigger → inspect → tune prompt → repeat" loop from
Claude without touching the UI, which is necessary for iterating on
agentic briefing prompts when the scheduled slot is hours away.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 15:06:55 -04:00
Bryan Van DeusenandClaude Opus 4.6 4168167f24 feat(briefing): agentic slot injections + persist tool-call receipts
PR 1.5 + PR 2 of the agentic briefing rollout. Extends the agentic
path to cover the morning/midday/afternoon check-in slots in addition
to the 4am compilation, and persists the full tool-call sequence
into the briefing conversation so chat follow-ups see the receipts.

run_slot_injection now honors the briefing_mode setting the same way
run_compilation does: agentic mode routes through run_agentic_briefing
with a check-in system prompt variant, legacy falls back automatically
if the new path returns empty. Signature changed from str to
(str, dict) to surface the agentic message list to the caller.

_agentic_system_prompt now takes the user's local-day window and
timezone, pre-computed by run_agentic_briefing, and embeds them in
the prompt. This eliminates a whole class of "wrong day" bugs that
would otherwise happen when the model tried to translate "today" into
ISO 8601 ranges without knowing the user's timezone.

briefing_scheduler._run_slot_for_user now calls _persist_agentic_messages
after each slot, which walks the agentic message list and stores
every intermediate assistant turn (with its tool calls and results
folded into the flat storage format the existing chat loader expects)
as a real message row. The synthetic "[Midday briefing update]"
user-role messages are no longer created — final prose is written
with metadata.briefing_slot so the UI can still identify it as a
scheduled entry. The agentic user-trigger ("Generate my morning
briefing…") is deliberately skipped so it doesn't recreate the same
fake-user-message problem we're trying to remove.

briefing_conversations.post_message now accepts tool_calls, matching
the schema the Message model already supports. This lets scheduled
briefings write structured tool-use history without reaching into
the model layer.

Net effect with briefing_mode="agentic" on:
- All four slots are grounded in tool results, no more hallucinated
  events or tasks
- Chat follow-ups in the briefing conversation see morning's
  list_events → [] receipt (and everything else), so "what meeting?"
  gets an honest "nothing on the calendar" reply grounded in data
- No more fake [Briefing update] user messages in the chat scroll

Still to come (PR 3): UI polish — tool-call status row, inline cards
for list_events/list_tasks results, visual treatment for slot messages.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 15:01:23 -04:00
Bryan Van DeusenandClaude Opus 4.6 22a13636e8 fix(events): null end_dt no longer matches events outside the window
services/events.py::list_events treated any event with end_dt IS NULL
as perpetually matching, so a point-event created last week would be
returned as "happening today" whenever the briefing or list_events
tool queried today's window. That manifested as briefings claiming
past events were scheduled for the current day.

Split the null-end branch: point events now only match when start_dt
falls within [date_from, date_to]. Events with an end_dt continue to
use standard overlap logic.

This bug affected both the legacy briefing synthesis and the agentic
list_events tool path, since both call the same events service.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 15:01:01 -04:00
Bryan Van DeusenandClaude Opus 4.6 aebb6baa2c feat(briefing): agentic compilation path behind feature flag (PR 1/N)
First cut of the agentic briefing redesign. Morning compilation can now
route through a tool-call loop that grounds every factual claim in an
actual tool result, eliminating the hallucinated meetings, tasks, and
news items the legacy one-shot path was producing. Behind a per-user
`briefing_mode` setting (default "legacy"); falls back to the legacy
path automatically if the new path returns empty (e.g. model too weak
to drive tool calls reliably).

New: services/briefing_tools.py — explicit read-only allowlist of 10
tools (tasks, events, weather, rss, projects, notes). New tools added
to tools.py must be opted in by name. Excludes all mutating tools and
external search tools (search_images, search_web, research_topic) which
are neither useful nor safe for a scheduled background job.

New: briefing_pipeline.run_agentic_briefing — wraps the existing
stream_chat_with_tools loop with slot-specific system prompts that tell
the model to only assert facts from tool results and to be honest when
tools return nothing. Max 8 rounds, per-round exception handling,
returns the full message list so tool-call receipts can be persisted
alongside the prose in a later PR.

Sentence-count floors bumped: compilation 6–10 (was 4–8), check-ins
3–5 (was 2–3). Weekly review 5–8.

Design doc: docs/2026-04-10-agentic-briefing-design.md

Out of scope for this PR (future PRs): slot-injection migration,
persisting tool-call receipts into the conversation so chat follow-ups
see them, UI polish for tool-call status, sidecar storage for
briefings. See the design doc's migration path for details.

Enable on an account with:
  UPDATE settings SET value='agentic'
  WHERE user_id=<id> AND key='briefing_mode';
or insert the row if missing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 14:13:55 -04:00
Bryan Van DeusenandClaude Opus 4.6 3f3156db07 feat(ollama): configurable per-model keep_alive durations
Replace the hardcoded "2h" keep_alive everywhere with a helper that
returns OLLAMA_KEEP_ALIVE_MAIN (default 30m) for the interactive model
and OLLAMA_KEEP_ALIVE_BACKGROUND (default 10m) for the background
model. Lets the main model release VRAM during long idle periods
while keeping it warm enough for bursty chat use, and stops the
sporadic background model from camping VRAM it rarely needs.

Seven call sites updated to route through llm.keep_alive_for(model):
the streaming helpers, generate_completion, the two startup warmers,
the settings KV-cache primer, and the chat warmer endpoint.

Override via env vars: OLLAMA_KEEP_ALIVE_MAIN, OLLAMA_KEEP_ALIVE_BACKGROUND.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 14:13:32 -04:00
Bryan Van DeusenandClaude Opus 4.6 102c0b74a0 feat(settings): tabbed MCP install instructions with Claude Code flow
Replace the hand-edit-JSON instructions in Settings → API Keys with a
tabbed UI (Claude Code / Claude Desktop / Other). The Claude Code tab
leads with the `claude mcp add` command, pre-filled with FABLE_URL and
the most recently generated API key, plus copy-to-clipboard buttons on
every snippet. Recommend `uv tool install` or `pipx install` over bare
`pip install` so fable-mcp reliably lands on PATH under PEP 668.

Also fix incorrect priority values in fable-mcp tool docstrings — the
enum is `none|low|medium|high`, not `low|normal|high`.

DRY pass: extract shared `copyToClipboard()` helper used by both
`copyApiKey` and the new snippet buttons; reuse existing
`btn btn-secondary btn-sm` for the copy buttons instead of a bespoke
class.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 12:35:50 -04:00
bvandeusen 8fb81bc1ed Merge pull request 'Release v26.04.10.1' (#28) from dev into main 2026-04-10 15:05:15 +00:00
bvandeusenandClaude Sonnet 4.6 c1bc73da8e fix(briefing): remove redundant current-conditions block; patch live temp into WeatherCard
The standalone current-conditions div showed just a bare temperature with no
forecast context, making the weather panel look incomplete. Now the live
temperature from /weather/current is patched directly into the WeatherCard's
current_temp so it stays fresh without a second display block.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 08:43:30 -04:00
bvandeusenandClaude Sonnet 4.6 3b8d40fea3 feat: overall completion bar on project cards; auto-collapse done milestones
ProjectListView: add an overall task completion bar above the per-milestone
bars showing the percentage of all project tasks that are done.

ProjectView: milestones where every task is complete now start collapsed
by default, keeping the view clean for projects with many finished stages.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 08:38:02 -04:00
bvandeusenandClaude Sonnet 4.6 2f5abc034e style: update email templates to Modern Fable visual identity
Replace indigo (#6366f1) with deep violet (#7c3aed) gradient header,
violet-tinted card border and background, refined border radius and
spacing, and violet-accented footer to match the app's design language.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-10 08:31:16 -04:00
bvandeusen 7a01733334 fix: coerce null project fields to empty string to avoid NOT NULL violation 2026-04-09 21:34:14 -04:00
bvandeusen 7d5611d00b fix: add 'paused' tab to project list filter 2026-04-09 19:33:50 -04:00
bvandeusen e5821ef3f8 fix: allow 'paused' in project status validation 2026-04-09 18:17:48 -04:00
bvandeusen 43231f44d2 fix(search): hybrid keyword + semantic search — exact title/body matches rank first 2026-04-09 12:28:55 -04:00
bvandeusen ab0b9c3199 fix(lint): add timezone import, use timedelta directly, remove unused variable 2026-04-09 08:46:34 -04:00
bvandeusen d12fc5d282 feat: paused project status with auto-pause (14 days), auto-reactivate on activity; fix back button context 2026-04-09 08:37:08 -04:00
bvandeusen 4c3d67994b fix: back button returns to project when note/task has a project, otherwise to Knowledge 2026-04-09 08:18:46 -04:00
bvandeusen 126bad7d99 fix(header): darken nav text in light mode — use text-secondary for inactive, primary-solid for active 2026-04-08 23:43:25 -04:00
bvandeusen 28fae75258 Merge pull request 'Release v26.04.09.1 — Briefing intelligence overhaul' (#27) from dev into main 2026-04-09 03:30:17 +00:00
bvandeusen 058bd76719 feat(briefing): multi-article topic discussion endpoint for deep thematic analysis 2026-04-08 22:53:23 -04:00
bvandeusen d56b57ee40 feat(briefing): cluster-level preference filtering — rank themes by user interest, suppress disliked topics 2026-04-08 22:51:13 -04:00
bvandeusen 8762552234 feat(briefing): project continuity — yesterday's activity and stale project warnings 2026-04-08 22:19:38 -04:00
bvandeusen 6cbf9be052 feat(briefing): weekly review — 7-day recap with task/note/project summary and upcoming preview 2026-04-08 22:18:19 -04:00
bvandeusen 3687fbeeb9 feat(briefing): differentiated check-in slots — midday progress nudge, afternoon wrap-up 2026-04-08 22:09:18 -04:00
bvandeusen a6543c1dc5 feat(briefing): cluster news by topic for thematic synthesis instead of flat headlines 2026-04-08 22:07:24 -04:00
bvandeusen 4558dd578a feat(briefing): weather × calendar cross-reference — rain warnings for outdoor events 2026-04-08 22:03:18 -04:00
bvandeusen 8647f52fbc feat(weather): live current conditions endpoint + polling display in briefing view 2026-04-08 21:33:27 -04:00
bvandeusen 304affb837 feat(briefing): daily planning — prioritized focus list and calendar gap analysis 2026-04-08 20:59:06 -04:00
bvandeusen 2e3f90384d feat(briefing): actionable intelligence — days overdue, project context, suggest next steps 2026-04-08 20:33:16 -04:00
bvandeusen 16b9ed9392 Merge pull request 'Release v26.04.08.3 — Type editors, calendar UX, DRY theme, contrast' (#26) from dev into main 2026-04-08 18:52:25 +00:00
bvandeusen f9c6802939 feat(calendar): linked start/end times, 1h default duration, smart rounding, past event hint 2026-04-08 13:47:15 -04:00
bvandeusenandClaude Sonnet 4.6 f2debd8a5b feat(knowledge): show organization for person cards, category for place cards
Exposes birthday, organization, address (person) and website, category (place)
from entity_meta in the knowledge API response; updates KnowledgeView cards
to display organization and category as visible meta chips/text.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 13:32:15 -04:00
bvandeusenandClaude Sonnet 4.6 f8f14eea0f feat(editor): place form-first layout and list builder with Enter-to-add
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 13:30:26 -04:00
bvandeusenandClaude Sonnet 4.6 64c19932a7 feat(editor): person form-first layout with structured fields and collapsible notes
When note type is 'person', replace the main TipTap editor with a contact card form
(Relationship, Birthday, Email, Phone, Organization, Address). The TipTap editor moves
to a collapsible 'Notes' section below the form, auto-expanded when existing body content
is present. Person fields are removed from the sidebar.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 13:27:22 -04:00
bvandeusenandClaude Sonnet 4.6 317d8f25d0 feat(editor): skip toolbar in tab order; auto-focus title; type-dependent placeholders
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 13:25:07 -04:00
bvandeusen 87f74b1cd5 docs: add specialized note type editors implementation plan 2026-04-08 13:21:20 -04:00
bvandeusen f7fda0adca docs: add specialized note type editors design spec 2026-04-08 13:08:01 -04:00
bvandeusen 0ca39a2e34 feat(knowledge): redesign new item button as gradient CTA with icon menu for all 5 types 2026-04-08 12:34:52 -04:00
bvandeusen 16d9af8b96 fix(theme): increase dark mode contrast for borders, glows, and card edges; DRY color values into CSS variables 2026-04-08 12:22:03 -04:00
bvandeusenandClaude Sonnet 4.6 2ac894b5d1 refactor(theme): DRY hardcoded violet values into CSS custom properties
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 12:19:38 -04:00
bvandeusenandClaude Sonnet 4.6 7e81e50e3e feat(theme): sweep indigo to violet across all remaining views and components
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 12:12:46 -04:00
bvandeusen d8945536c4 Merge pull request 'Release v26.04.08.2 — Knowledge consolidation + Modern Fable identity' (#25) from dev into main 2026-04-08 15:40:12 +00:00
bvandeusen f30e90ef8d feat: narrator empty states, scroll fades, glow buttons, violet color sweep 2026-04-08 11:17:06 -04:00
bvandeusenandClaude Sonnet 4.6 00f82f8cba feat(knowledge): card type DNA, violet hover bloom, amber timestamps, narrator empty states
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 11:14:31 -04:00
bvandeusen f953a36b86 feat(header): pill nav bar, brand shortening, status pulse, header gradient 2026-04-08 11:11:35 -04:00
bvandeusenandClaude Sonnet 4.6 4bc7f9eaac feat(theme): shift palette from indigo to deep violet + muted gold
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-08 11:09:23 -04:00
bvandeusen 670de547ad docs: add Modern Fable visual identity implementation plan 2026-04-08 10:43:20 -04:00
bvandeusen a684d84edf feat: deprecate /notes and /tasks routes; redirect to Knowledge view 2026-04-08 10:35:21 -04:00
bvandeusen 34729cf1cf feat(knowledge): add task cards with status/priority/due-date display 2026-04-08 10:32:51 -04:00
bvandeusen dd16b39218 feat(knowledge): include tasks in knowledge queries and counts 2026-04-08 10:27:31 -04:00
bvandeusen 0bd362f582 docs: add Knowledge task consolidation implementation plan 2026-04-08 10:11:25 -04:00
bvandeusen 0afa2d8771 docs: add Modern Fable visual identity design spec 2026-04-08 10:04:55 -04:00
bvandeusen 93af4e6bab docs: add Knowledge view task consolidation design spec 2026-04-08 09:47:11 -04:00
bvandeusen 6e3de91a6f Merge pull request 'fix: resume AudioContext for silence detection' (#24) from dev into main 2026-04-08 12:37:16 +00:00
bvandeusen 6e0c528126 fix(voice): resume AudioContext to prevent suspended state blocking silence detection 2026-04-07 22:54:41 -04:00
bvandeusen dd3b59ed36 Merge pull request 'Release v26.04.07.3' (#23) from dev into main 2026-04-08 00:43:11 +00:00
bvandeusen 56b687c9f4 fix(voice): show mic button on HTTP; graceful error for non-secure contexts 2026-04-07 20:06:57 -04:00
bvandeusen 6d57840dc7 fix(voice): re-check voice status on tab visibility change and after saving voice settings 2026-04-07 20:01:47 -04:00
bvandeusen 7f37cee49f refactor(voice): integrate click-to-toggle mic into ChatInputBar; remove VoiceOverlay 2026-04-07 13:17:25 -04:00
bvandeusen 39e554d938 fix: rewrite title generator to only use user messages; bump background model to qwen2.5:3b 2026-04-07 12:53:33 -04:00
bvandeusen b3cf42863a fix: reinforce no-project-inference in system prompt; filter tool messages from title generation 2026-04-07 12:45:08 -04:00
bvandeusen d290bebad2 feat(stt): pass conversation context as Whisper initial_prompt to reduce mishearings 2026-04-07 08:48:27 -04:00
bvandeusen 58e5c6bc60 Merge pull request 'Release v26.04.07.2' (#22) from dev into main 2026-04-07 12:39:52 +00:00
bvandeusen d3170e5545 fix(chat): fetch full article content in from-article endpoint 2026-04-07 08:13:40 -04:00
bvandeusen 814f44c3fb fix(push): fix VAPID key format and add regenerate endpoint + UI button 2026-04-07 06:59:06 -04:00
bvandeusen 1d0cf4828b fix(briefing): fetch full article content via trafilatura in discuss endpoint 2026-04-07 06:55:15 -04:00
bvandeusen 56f1c44b8e Release v26.04.07.1 2026-04-07 02:40:27 +00:00
bvandeusen a5e35f7c72 feat: mount VoiceOverlay and wire Space bar shortcut in App.vue 2026-04-06 20:20:19 -04:00
bvandeusen 853dc810ff feat: click-to-toggle silence detection and amplitude bars in VoiceOverlay 2026-04-06 20:01:44 -04:00
bvandeusen ac7dde472f feat: expose live stream ref from useVoiceRecorder 2026-04-06 20:00:22 -04:00
bvandeusen 84926d4ba2 feat: add useSilenceDetector composable with Web Audio API amplitude monitoring 2026-04-06 19:48:32 -04:00
bvandeusen 9b69e38aff docs: add web voice overlay polish implementation plan 2026-04-06 19:40:56 -04:00
bvandeusen 1b68559bfe docs: add web voice overlay polish spec 2026-04-06 19:39:27 -04:00
bvandeusenandClaude Sonnet 4.6 edf0a9063e fix: prevent model from inferring project names on create_task/create_note
The model was hallucinating project names from task/note content (e.g.
inferring "Vehicle Maintenance" from "purchase wheel bearings"). Added
explicit guidance to both project field descriptions: only set if the
user explicitly named a project, never infer from content.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 19:17:43 -04:00
bvandeusen f2c2117b25 Merge pull request 'feat: add News link to main navigation header' (#20) from dev into main 2026-04-06 22:20:27 +00:00
bvandeusenandClaude Sonnet 4.6 b9d0716b01 feat: add News link to main navigation header
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 17:49:22 -04:00
bvandeusenandClaude Sonnet 4.6 9af8ab8f70 fix(briefing): use briefing context for follow-ups; add slot separator
- build_context: when conversation_type is 'briefing', inject a system
  prompt instruction telling the model to answer from conversation history
  and article context instead of searching the web
- Consolidate briefing conversation type detection to one DB query (was
  being checked twice — once for the system prompt addition, once for
  article context injection)
- ChatPanel: render a visual 'New Briefing Update' separator line before
  2nd+ briefing slot messages (identified by metadata.rss_item_ids)
- types/chat.ts: add metadata field to Message interface

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-06 06:15:18 -04:00
bvandeusenandClaude Sonnet 4.6 a171210224 feat(tools): confirmed guard for deletes, update_person/place, get/update_profile, calculate
- delete_note / delete_task: add confirmed parameter + requires_confirmation guard
  (find the note first, then ask, consistent with create_note/task pattern)
- get_note: description now mentions notes AND tasks
- update_person / update_place: new tools to update existing entity notes in-place
- get_profile / update_profile: surface and edit the user's stored profile
  (expertise, tone, response style, job title, interests)
- calculate: eval math expressions via Python math module; solves precision issues
  on multi-step arithmetic and supports sqrt/log/trig/etc.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 22:58:14 -04:00
bvandeusenandClaude Sonnet 4.6 eb92b2a976 feat(research): multi-note pipeline — outline + parallel section synthesis + index note
Replaces the single monolithic research note with topic-driven section notes
plus an index note. Two new LLM calls: _generate_outline (JSON outline, 3-8
sections) and _synthesize_section (300-600 word focused note per section,
parallelised via asyncio.gather). Public signature of run_research_pipeline
unchanged; falls back to single-note synthesis on outline failure or if all
sections fail.

Also extracts _build_sources_block helper and adds full test suite.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 22:53:14 -04:00
bvandeusen be805073a7 docs: add research multi-note redesign spec 2026-04-05 22:42:51 -04:00
bvandeusenandClaude Sonnet 4.6 e4c812a603 feat(voice): improve TTS logging for root-cause diagnosis
- Route now logs every synthesis request (char count, voice, speed)
- Route logs char count + text preview when the 8000-char limit is hit
- Route logs empty audio with preview (helps spot no-chunk-produced edge case)
- Route logs success with byte count and duration
- Kokoro synthesise() logs per-call: samples produced, elapsed, chars/s
- Kokoro synthesise() logs warning when zero audio chunks returned with preview
- Kokoro synthesise() catches and logs pipeline-internal errors with preview
- Frontend: console.warn now includes char count + 80-char preview on failure and retry

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 22:36:43 -04:00
bvandeusen 8f7590d322 Release v26.04.06.1 — Article reading, quick capture rewrite, settings consistency 2026-04-06 02:20:59 +00:00
bvandeusenandClaude Sonnet 4.6 3bdadaeca8 fix(embeddings): remove stale CONTENT_MAX_CHARS import from rss.py
CONTENT_MAX_CHARS was removed from rss.py when the article content cap
was lifted. backfill_rss_article_content still referenced it, causing an
ImportError on startup.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 22:04:10 -04:00
bvandeusenandClaude Sonnet 4.6 c8c0de3b04 feat(settings): SSO account guard + remove redundant Office Days
- Account tab: SSO users see an info banner instead of email/password forms
- Briefing tab: remove Office Days section (work days now come from Profile)
- Remove unused toggleWorkDay function

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 21:41:26 -04:00
bvandeusenandClaude Sonnet 4.6 1357046160 feat(settings): add timezone field to General tab
- New Timezone section with text input + Detect button
- Detect auto-fills from browser Intl API
- Save calls PUT /api/settings (which now propagates to scheduler)
- Briefing tab firing timezone hint reads stored value instead of live browser API

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 21:39:08 -04:00
bvandeusenandClaude Sonnet 4.6 8ec91ceea7 feat(settings): propagate user_timezone to briefing scheduler on save
When user_timezone is saved via PUT /api/settings, immediately call
update_user_schedule if briefing is enabled so the scheduler picks up
the new timezone without requiring a restart.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 21:35:00 -04:00
bvandeusenandClaude Sonnet 4.6 0ec030cb8f feat(scheduler): slot gating + morning work-day gate
- _add_user_jobs now accepts config dict and skips disabled slots
- _get_briefing_enabled_users returns 3-tuple (user_id, tz, config)
- update_user_schedule passes config through to _add_user_jobs
- _run_slot_for_user skips morning slot on non-work days via profile.work_schedule
- Add tests for slot gating and work-day gate

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 21:34:29 -04:00
bvandeusen f4aca40562 docs: add settings consistency pass design spec 2026-04-05 21:10:15 -04:00
bvandeusenandClaude Sonnet 4.6 68eee57c9b refactor(quick-capture): replace intent router with native tool-calling
Removes the custom classify_capture_intent + _process_note two-pass
approach. The LLM now picks the right tool directly via Ollama's native
tool_calls API (same path as the main chat pipeline). _should_think
decides whether extended reasoning is needed based on input length/
complexity. intent.py deleted — no longer needed.

Android app and response format unchanged.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 19:49:44 -04:00
bvandeusenandClaude Sonnet 4.6 284dcd1c63 feat(briefing): add article Discuss endpoint with synthetic tool exchange
POST /api/briefing/articles/<id>/discuss injects stored article content
as a persisted read_article tool exchange before triggering generation.
The LLM sees the article as already read; follow-ups retain context via
the fixed history builder. Frontend Discuss button now calls the new
endpoint instead of inlining article text in the user message.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 19:36:45 -04:00
bvandeusenandClaude Sonnet 4.6 7dc5af2e88 feat(chat): add tool_calls param to add_message for synthetic messages
Needed by the Discuss endpoint to persist synthetic read_article
tool exchanges before triggering generation.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 19:33:54 -04:00
bvandeusenandClaude Sonnet 4.6 eeb671872a fix(chat): replay tool_calls in history so tool context survives follow-ups
The history builder was silently dropping tool_calls from prior turns,
causing the LLM to lose article/search context on every follow-up.
Now reconstructs the assistant tool_call dict + per-call tool result
entries. Messages without tool_calls are unaffected.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 19:33:31 -04:00
bvandeusenandClaude Sonnet 4.6 278927ec40 feat(tools): add read_article tool for fetching full article content
Adds read_article tool definition and execute_tool handler. Uses
_fetch_full_article (trafilatura) from rss.py, caps tool output at
40K chars to keep context window manageable. Always registered
(not gated on SearXNG). Tests cover success, failure, truncation,
empty URL, and history builder replay.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 19:33:11 -04:00
bvandeusenandClaude Sonnet 4.6 f7d54a15c0 feat(rss): remove article content character cap
Trafilatura extracts only article body text (typically 2K–15K chars),
so storing the full content is safe without an artificial ceiling.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 19:32:17 -04:00
bvandeusen 9dd4178774 docs: add article reading implementation plan 2026-04-05 15:32:54 -04:00
bvandeusen eed2f6c23a docs: add article reading design spec 2026-04-05 15:26:07 -04:00
bvandeusenandClaude Sonnet 4.6 db092b113e fix: rss classifier think-tag stripping, briefing calendar dict access, embed empty-string guard
- rss_classifier: strip <think>...</think> blocks (qwen3 reasoning output)
  before JSON parse; use strict=False for control chars; bump timeout 30s→120s
- briefing_pipeline: list_events returns dicts not Event objects — fix
  attribute access (.all_day/.start_dt/.title) to dict access
- embeddings: guard upsert_note_embedding and semantic_search_notes against
  empty-string input to prevent Ollama embed 400 errors

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-05 13:14:55 -04:00
bvandeusen b5106441dd fix(tests): add missing start_dt/end_dt to mock event to_dict in test_list_events 2026-04-05 00:05:27 -04:00
bvandeusenandClaude Sonnet 4.6 94d21c4512 fix(settings): audit pass — model auto-pull on startup, background_model empty-string bug, base URL validation
- Startup now pulls Config.OLLAMA_MODEL (system default chat model) — previously only
  embedding and background models were pulled; the primary chat model was skipped
- _warm_user_models expanded to also pull user-configured default_model and
  background_model overrides that are missing from Ollama, rather than logging and
  skipping them; pulls run before warm/KV-cache priming
- Add background_model to _MODEL_KEYS in settings route so clearing the dropdown
  deletes the DB row instead of saving "", which caused Ollama failures in tag
  suggestions, title generation, project summaries, and RSS classification
- Add http/https scheme validation to PUT /api/admin/base-url matching the CalDAV
  route pattern; a bad value no longer silently breaks invite/password-reset links
- Update admin voice config description: "Reload models" button exists to avoid
  a server restart, so the old "restart required" text was misleading

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 14:08:14 -04:00
bvandeusenandClaude Sonnet 4.6 d9bd16633f fix(tasks): audit pass — permission checks, tool gaps, hard reload
- PUT/PATCH/DELETE /api/tasks/:id now use get_note_for_user + can_write_note
  so shared project editors can mutate tasks; owners unaffected
- PATCH /api/tasks/:id/status gets same treatment
- All write routes call update_note/delete_note with note.user_id (owner)
  not the accessing user's uid, matching the milestone fix pattern
- create_task tool gains tags (array) and status (enum) parameters;
  handler now passes tags to create_note and respects initial status
- create_task tool response now includes milestone_id and parent_id
- update_note tool gains milestone parameter; handler resolves the
  milestone by title within the note's current (or newly set) project,
  clears milestone_id when project is cleared
- list_tasks tool gains q keyword search parameter; passed through
  to list_notes
- TaskEditorView: replace window.location.reload() with
  router.push('/tasks/:id') after save

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 13:48:07 -04:00
bvandeusenandClaude Sonnet 4.6 c5191837fb fix(projects): audit pass — 8 correctness and consistency fixes
- Project.to_dict() now includes user_id and auto_summary
- Status validation unified to (active/completed/archived) on both
  create and update project routes; update route previously had none
- Milestone routes: replace get_project (ownership-only) with
  get_project_for_user so shared viewers/editors can access milestones
- Add get_milestone_in_project() to milestones service for project-
  scoped lookup without user_id filter; all milestone routes use it
- Milestone PATCH now validates status as 'active'|'done'; fix tool
  enum which was wrongly ['active','completed','cancelled']
- Write mutation routes (POST/PATCH/DELETE milestones) now check
  can_write_project() and return 403 for read-only shared users
- update_project tool now exposes title and color fields so projects
  can be renamed or recolored via chat
- create_project tool now exposes color field
- GET /api/projects?include_summary=true embeds summaries in one
  backend pass; ProjectListView switches to this, eliminating N+1
  per-project fetches

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 13:14:42 -04:00
bvandeusenandClaude Sonnet 4.6 ed715dcc23 feat(knowledge): note types, counts, new-note button, audit fixes
- Add note_type (note/person/place/list) selector + entity metadata fields
  (relationship, email, phone / address, hours) to NoteEditorView
- Pre-select type via ?type= query param from KnowledgeView new-note dropdown
- KnowledgeView: add split "New note / ▾" button with type dropdown
- KnowledgeView: show per-type counts on sidebar filter buttons (when > 1)
- Fix: filter-btn now flex layout so count badge aligns to right edge
- Fix: list_notes count_query was missing parent_id filter (inflated totals)
- Fix: PATCH /api/notes/:id now fires upsert_note_embedding (workspace autosave)
- Fix: get_knowledge_counts endpoint for per-type counts
- Fix: get_knowledge_tags was silently discarding note_type filter (double-stmt bug)
- Fix: NoteEditorView onMounted stray brace from edit session

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 12:53:09 -04:00
bvandeusenandClaude Sonnet 4.6 738245af5c fix(chat): audit fixes — retention, rag_project_id, cleanup scheduler, tool rounds
- cleanup_old_conversations now excludes briefing conversations (was
  silently deleting briefing history after the retention window)
- list_conversations response now includes rag_project_id, matching the
  shape returned by the single-conversation GET endpoint
- create_conversation_from_article: removed duplicate async_session import
  (_session2 was a copy of the same import); consolidated into one
- MAX_TOOL_ROUNDS fixed from 5→6 to match the actual range(6) loop;
  loop updated to range(MAX_TOOL_ROUNDS) so the constant is accurate
- Chat retention cleanup moved from per-request (every GET /conversations)
  to a daily scheduled job in event_scheduler.py; route no longer runs
  a DB write on every read

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 12:30:41 -04:00
bvandeusenandClaude Sonnet 4.6 edfed6b5bb feat(events): recurring expansion, CalDAV pull sync, past search, reminders
- RRULE expansion: list_events now expands recurring events into
  individual occurrences within the query window using python-dateutil
- CalDAV pull sync: new caldav_sync.py + POST /api/events/sync route;
  imports remote events into the internal store by caldav_uid
- Past event search: search_events accepts include_past=true to search
  historical events; exposed in the LLM tool definition
- Internal reminders: migration 0037 adds reminder_minutes +
  reminder_sent_at columns; event_scheduler.py checks every 5 min and
  fires push notifications; CalDAV sync job runs hourly
- reminder_minutes now stored and returned in create/update routes + tools

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 12:15:37 -04:00
bvandeusenandClaude Sonnet 4.6 358534efbf fix(events): audit pass — 7 correctness fixes across the events system
Backend:
- tools.py: apply UTC normalization to update_event datetime fields
  (matched create_event which already did this)
- events.py service: allow end_dt/recurrence/project_id to be cleared
  via update_event by permitting None for nullable fields
- events.py service: find_events_by_query now returns upcoming events
  first, falling back to past — prevents AI tools from mutating stale
  past events when a future match exists
- events.py service: list_events now uses overlap logic (start <= to
  AND end >= from) so multi-day events spanning the query boundary
  are included; previously only start_dt was checked

Frontend:
- ToolCallCard: fire fable:calendar-changed on created/updated/deleted
  so CalendarView refetches without requiring a manual page refresh
- KnowledgeView: replace raw apiGet('/api/events') with listEvents()
  client function; also fix today bar which was reading .events off a
  flat array (always empty) — now correctly receives EventEntry[]
- HomeView: use full ISO strings for event date range instead of naive
  UTC-midnight strings; deduplicate inline date math via _dateRange()

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 12:02:10 -04:00
bvandeusenandClaude Sonnet 4.6 7677ab4028 fix(calendar): use date-only strings for all-day events to prevent timezone shift
UTC midnight passed to FullCalendar's timeZone:'local' was being
converted to local time, shifting all-day events back by 1+ days for
users in UTC-X zones. The edit form had the same bug via new Date().

Fix: pass YYYY-MM-DD slices (UTC date) for all-day events in both
toFcEvent and EventSlideOver resetForm, bypassing timezone conversion.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 11:01:51 -04:00
bvandeusenandClaude Sonnet 4.6 90afbec4c2 feat(knowledge): two-tier pagination — ID pre-fetch + content batch loading
Backend:
- GET /api/knowledge/ids: returns up to 100 note IDs cheaply (no body
  parsing), supports same filters as /api/knowledge, includes has_more
- GET /api/knowledge/batch?ids=...: fetches full items for given IDs in
  order; used by frontend to load content in controlled batches

Frontend (KnowledgeView):
- Fetch 100 IDs upfront, load first 50 as content on mount
- IntersectionObserver sentinel (root: null) triggers 24-item content
  batches as user scrolls
- Proactive ID refill when queue drops below 48 unloaded IDs
- fetchGen counter invalidates stale in-flight responses on filter reset
- IDs claimed before async fetch to prevent double-loading
- sentinelVisible ref drives post-load re-check when content doesn't
  push sentinel off screen

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 09:44:50 -04:00
bvandeusenandClaude Sonnet 4.6 5495fd1500 fix(knowledge): debounce scroll handler with rAF to prevent duplicate page loads
Coalesces rapid scroll events into one check per animation frame so
that page++ can only fire once per frame, eliminating the window where
multiple events slip through before loading=true is observed.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 09:25:52 -04:00
bvandeusenandClaude Sonnet 4.6 1fc0004e93 fix(knowledge): replace IntersectionObserver with scroll event; increase card height
- Swap IntersectionObserver (race-prone, fired immediately on creation)
  for a passive scroll listener on the grid container — eliminates
  duplicate page loads caused by observer re-creation after DOM updates
- Increase card min-height 100px → 160px so tags + snippet are visible
- Increase snippet line-clamp 3 → 4 for more content preview

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 00:24:19 -04:00
bvandeusenandClaude Sonnet 4.6 968e536d3a fix(events): normalize naive datetimes to UTC in HTTP route
All datetime parsing now uses _parse_dt() which adds UTC tzinfo when
none is present, matching the fix already applied in tools.py. This
prevents asyncpg errors when comparing naive datetimes against
TIMESTAMPTZ columns — the root cause of events not appearing in the
calendar view.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 00:00:43 -04:00
bvandeusenandClaude Sonnet 4.6 3c38c04ad4 fix(knowledge): sentinel DOM ordering + restore tag visibility
Sentinel was first in DOM with order:9999, causing layout recalculation to
trigger IntersectionObserver multiple times (intersecting→not→intersecting)
as items were appended, producing duplicate pages. Move sentinel to AFTER
the v-for items so it's naturally last in both DOM and visual order.

Remove overflow:hidden from .k-card-tags — .k-card overflow:hidden already
clips escaping content; the extra overflow on the tags container was
collapsing its height to zero and hiding all tag pills.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 22:54:35 -04:00
bvandeusenandClaude Sonnet 4.6 4ac26d9326 fix(knowledge): clip card overflow so tags don't escape card boundary
Added overflow:hidden to .k-card so wrapped tags are clipped within the
card border-radius. Added min-width:0 + overflow:hidden on .k-card-tags
so the flex item can shrink properly and doesn't push past the card width.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 21:57:28 -04:00
bvandeusenandClaude Sonnet 4.6 00abfcf4db fix(knowledge): remove backup load check causing duplicate items on scroll
The IntersectionObserver fires as soon as it's created (sentinel immediately
intersecting after page 1 renders), while the removed backup check also fires
in the same tick — two concurrent fetchItems(page 2) calls produced duplicate
cards. With sentinel now properly inside the scrolling root, the observer
alone handles progressive loading.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 21:55:11 -04:00
bvandeusenandClaude Sonnet 4.6 3887cab66e fix: knowledge infinite scroll + list_events timezone handling
KnowledgeView: sentinel was OUTSIDE the card-grid div, making
IntersectionObserver (root: cardGridEl) never fire since the target must
be a descendant of the root. Moved sentinel inside card-grid with
grid-column:1/-1 + order:9999 so it spans all columns and sits at the
bottom. Fixed backup check to compare against container bounds not viewport.

tools.py list_events: apply same UTC normalization as create_event (treat
naive datetimes as UTC, handle Z suffix). Update tool description to
explicitly request full-day UTC ranges so the LLM doesn't send local time
without offsets, which caused the recall query to miss UTC-stored events.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 21:10:43 -04:00
bvandeusenandClaude Sonnet 4.6 aeb778f35a feat(calendar): month/year picker popover on title click
Click the month name in the FullCalendar toolbar to open a popover with
prev/next year arrows and a 4×3 month grid. Clicking a month jumps the
calendar to that month via gotoDate(). Current month highlighted. Picker
closes on outside click. Title gains hover highlight + pointer cursor.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 20:27:01 -04:00
bvandeusenandClaude Sonnet 4.6 eda9c5ce43 feat: migrate KnowledgeView mini-chat to ChatPanel + enable note picker everywhere
- KnowledgeView: replace custom mini-chat (voice, PTT, manual scroll, message
  rendering) with ChatPanel variant="full"; gains RAG scope chip, TTS listen
  mode, volume control, and note picker automatically (-218 lines)
- ChatInputBar: remove briefingMode guard on note picker so attach/search works
  in briefing, workspace, widget, and knowledge chat surfaces

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 20:16:36 -04:00
bvandeusenandClaude Sonnet 4.6 d624d38412 fix: KnowledgeView infinite scroll root + calendar event refresh
- KnowledgeView: IntersectionObserver was watching the viewport instead
  of the card-grid scroll container, causing infinite scroll to stop
  loading after only ~29 items. Pass card-grid element as `root`.
- CalendarView: listen for 'fable:calendar-changed' custom event and
  call refetchEvents() so tool-created events appear without navigation.
- ChatPanel: dispatch 'fable:calendar-changed' when create_event,
  update_event, or delete_event tool calls succeed.
- tools.py: normalize naive datetimes to UTC before storing events so
  timezone comparisons in list_events queries are always consistent.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 19:28:33 -04:00
bvandeusenandClaude Sonnet 4.6 86e718dda1 refactor: migrate HomeView to ChatPanel widget, delete DashboardChatInput
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 18:36:13 -04:00
bvandeusenandClaude Sonnet 4.6 0b1ed2afe5 refactor: migrate WorkspaceView chat to use ChatPanel component
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 17:47:17 -04:00
bvandeusenandClaude Sonnet 4.6 2c446be83a refactor: migrate BriefingView chat to use ChatPanel component
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 16:50:18 -04:00
bvandeusenandClaude Sonnet 4.6 f36398f892 refactor: migrate ChatView to use ChatPanel component
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 16:41:22 -04:00
bvandeusenandClaude Sonnet 4.6 927f137aaf feat: rewrite ChatPanel with full and widget variants
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 16:37:20 -04:00
bvandeusenandClaude Sonnet 4.6 7eaf4d9dca feat: add ChatStreamingBubble extracted streaming state component
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 16:30:05 -04:00
bvandeusenandClaude Sonnet 4.6 89a9088b94 feat: add ChatInputBar unified input bar component
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 15:57:51 -04:00
bvandeusenandClaude Sonnet 4.6 c89586dcd5 docs: add ChatPanel unification implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 15:42:01 -04:00
bvandeusenandClaude Sonnet 4.6 fb26507123 docs: add ChatPanel unification design spec
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 15:24:30 -04:00
bvandeusen 0a913045a8 fix(tts): play() must return a promise that resolves when audio finishes
Without this, await audio.play() resolves immediately after source.start(),
so the playQueue chains the next sentence before the current one finishes,
causing overlapping / interrupted playback.
2026-04-03 14:21:44 -04:00
bvandeusen c81a499e6e fix(tts): add speak() for complete responses; fix briefing message commit race 2026-04-03 14:18:34 -04:00
bvandeusen 8024706870 fix(knowledge): fill viewport on load when sentinel stays visible 2026-04-03 14:07:52 -04:00
bvandeusen 22003788f5 fix(generation): compute num_ctx in run_assist_generation 2026-04-03 13:35:47 -04:00
bvandeusen 9d519054ee feat(tts): add streaming TTS listen mode to WorkspaceView 2026-04-03 13:15:28 -04:00
bvandeusen b4f5a935b2 feat(tts): wire useStreamingTts into BriefingView 2026-04-03 13:11:12 -04:00
bvandeusen fda6a7acc1 feat(tts): wire useStreamingTts into ChatView 2026-04-03 13:09:52 -04:00
bvandeusen 7ffd412603 feat(tts): add useStreamingTts composable for sentence-level streaming 2026-04-03 12:54:05 -04:00
bvandeusenandClaude Sonnet 4.6 b92c6b1487 docs: streaming TTS implementation plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 12:43:28 -04:00
bvandeusenandClaude Sonnet 4.6 b8cd2e5ed7 docs: streaming TTS design spec
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 12:16:56 -04:00
bvandeusenandClaude Sonnet 4.6 ef55bcb560 feat(llm): adaptive num_ctx tiers + fix KV cache priming num_ctx mismatch
Adds pick_num_ctx() which selects the smallest context window tier
(8192, 16384, 32768) that fits the current messages with 25% headroom,
capped at OLLAMA_NUM_CTX. Threads num_ctx through generation_task.py so
every chat request uses the computed tier rather than a fixed 16384.

Fixes a critical cache miss bug: KV cache priming in app.py and
settings.py was sending requests without num_ctx, so Ollama sized the
cache at its model default (different from the 16384 real requests used),
forcing a full model reload on the first real user message. Both priming
sites now call pick_num_ctx() and pass the matching value.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 11:47:39 -04:00
bvandeusenandClaude Sonnet 4.6 a6888953dc perf(prompts): trim tool schema descriptions to reduce prompt token count
Removes verbose redundant text from tool descriptions and system prompt
guidance: multi-line recurrence_rule JSON examples, CAPS warnings that
duplicate system prompt instructions, and wordy descriptions that don't
add model understanding.

Saves ~990 tokens per request (~17% reduction, 5,639 → ~4,650 tokens),
reducing prefill time on cache misses and lowering KV memory pressure.
No functional changes — parameter names, types, enums, and required
fields are unchanged.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 11:01:05 -04:00
bvandeusenandClaude Sonnet 4.6 c9065c4481 perf(settings): prime KV cache when user changes chat model
When a user saves a new default_model in Settings, fire a background
cache-prime request so the first message with the new model is fast
rather than paying the full cold-start prefill cost.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 10:51:17 -04:00
bvandeusenandClaude Sonnet 4.6 4792e6459b perf(startup): prime Ollama KV cache with system prompt on warm-up
After loading each user's chat model into VRAM, send a minimal chat
request with the real system prompt (num_predict=1) to populate the
KV cache. The first real user message then only needs to process its
own tokens rather than the full ~5,600-token system prompt, reducing
cold-start TTFT from ~25s to <1s.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 10:47:59 -04:00
bvandeusenandClaude Sonnet 4.6 3bd0dc6879 feat(settings): add background model picker with KV cache performance warning
Exposes OLLAMA_BACKGROUND_MODEL as a per-user setting in General settings,
alongside the Chat Model selector. Includes an inline warning when the same
model is selected for both, explaining the KV cache performance impact.

All background task callers (title generation, tag suggestions, project
summaries, RSS classification) now read background_model from user settings,
falling back to OLLAMA_BACKGROUND_MODEL env var.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 10:44:08 -04:00
bvandeusenandClaude Sonnet 4.6 fa38978745 fix(lint): remove unused model variable and get_setting import in chat.py
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 10:17:35 -04:00
bvandeusenandClaude Sonnet 4.6 750a91898a perf(llm): route background tasks to dedicated model to preserve KV cache
Background tasks (title generation, tag suggestions, project summaries,
RSS classification) were using qwen3:8b and wiping its KV cache after
every response, preventing prefix cache hits on subsequent user messages.

Adds OLLAMA_BACKGROUND_MODEL (default: qwen2.5:0.5b) config var and
routes all background LLM calls to it, keeping qwen3:8b's KV cache
warm between user messages for consistent sub-second TTFT.

Also adds infinite scroll to KnowledgeView (replaces load-more button)
and bakes spaCy en_core_web_sm into the Docker image to eliminate the
pip install on every startup.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 01:33:54 -04:00
bvandeusenandClaude Sonnet 4.6 888b736ecd feat(weather): default to today only, add days parameter for multi-day requests
get_weather now returns 1 day by default (today) instead of a full 7-day
forecast. A new optional `days` parameter (1–8) lets the model request
more days when the user explicitly asks for a weekly forecast or specific
date range. Tool description updated to guide the model accordingly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 00:55:40 -04:00
bvandeusenandClaude Sonnet 4.6 a473f6e039 fix: minichat markdown rendering and weather temperature unit preference
- KnowledgeView minichat: render assistant messages through renderMarkdown
  so headers, bold, lists etc. display correctly instead of raw markdown
- get_weather tool: read user's temp_unit from briefing_config and convert
  temperatures to °F when preferred; also include temp_unit in the
  returned payload so the model can label values correctly

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 00:52:54 -04:00
bvandeusenandClaude Sonnet 4.6 07f4956550 fix: center minichat widget and fix weather tool success status
- KnowledgeView minichat: add margin-inline: auto so the widget centers
  within the content area when max-width is reached on wide screens
- weather get_weather tool: return success: true on both the arbitrary
  location path and the cached locations path so ToolCallCard shows
  the correct success state instead of always flagging as error

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 00:50:42 -04:00
bvandeusenandClaude Sonnet 4.6 b4be1f0799 perf(llm): move retrieval context to user turn for stable system prompt
RAG notes, RSS news, current note, URL content, and briefing articles
are now prepended to the user message rather than appended to the system
message. The system message now contains only stable content (persona,
tool guidance, date, profile, workspace, history summary), making its
token sequence identical across consecutive requests and allowing
Ollama's KV prefix cache to fire reliably every time.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-03 00:44:17 -04:00
bvandeusenandClaude Sonnet 4.6 36634919cc fix(home): center quick chat widget and constrain width
Chat section and inline response now have max-width 720px centered
within the page, and quick action chips are centered. Prevents the
widget from stretching the full 1200px content width on wide screens.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 23:26:53 -04:00
bvandeusenandClaude Sonnet 4.6 8a10eb9dbd feat(generation): add conditional thinking classifier
Routes simple/conversational messages to think=false automatically,
even when the user has thinking enabled. Patterns checked: word count
thresholds, complexity keywords, code blocks, skip patterns for greetings
and simple CRUD. Workspace mode (think=true from frontend) still benefits
from the classifier on short messages.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 23:19:02 -04:00
bvandeusenandClaude Sonnet 4.6 2422946b4f perf: remove model-load polling before generation
wait_for_model_loaded() polled /api/ps for up to 180s waiting for the
model to appear as loaded. But Ollama lazy-loads models on the first
/api/chat request, so the poll will never succeed — it just blocks for
the full 180s after every Ollama restart before proceeding.

Removed the wait entirely. Ollama handles on-demand loading correctly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 22:36:31 -04:00
bvandeusenandClaude Sonnet 4.6 b416fec292 perf: reduce OLLAMA_NUM_CTX default from 65536 to 16384
65536 was causing Ollama to allocate a ~50GB KV cache, spilling 77% of
the model to CPU RAM and making prefill extremely slow (35-125s TTFT).

16384 covers 30+ message conversations comfortably while keeping the KV
cache small enough to stay on GPU.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 19:49:55 -04:00
bvandeusenandClaude Sonnet 4.6 d20320b664 fix(fable-mcp): raise read timeout to 300s for cold model load
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 19:45:51 -04:00
bvandeusenandClaude Sonnet 4.6 c3665ddda5 perf: restructure system prompt for Ollama KV-cache prefix reuse
Move static content (persona + tool guidance) to a fixed prefix and
append all dynamic content (date, timezone, profile, entities) as a tail.

Ollama prefix caching requires byte-for-byte token match from the start
of the prompt. Previously, Today's date + user profile were embedded
mid-prompt, invalidating the cache on every request/day and causing
~20s TTFT regardless of model warmth.

With this change the static prefix (~5500 tokens) should be cached
after the first request each session, reducing TTFT to ~2-5s for the
~200-token dynamic tail only.

Also removed inline user_timezone from tool_lines (timezone is now
stated once in the dynamic tail, which the model reads).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 17:29:26 -04:00
bvandeusenandClaude Sonnet 4.6 a7160772bf fix(fable-mcp): fix SSE parser and add stream retry for race condition
- Parse multi-line SSE format correctly (event: on separate line, chunk in data.chunk)
- Retry stream GET up to 10x with 300ms backoff when 404 (buffer not ready yet)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 16:10:12 -04:00
bvandeusenandClaude Sonnet 4.6 746b21fa4c fix(fable-mcp): fix send_message to use correct two-step API flow
POST .../messages to start generation, then stream from .../generation/stream.
The previous implementation used a non-existent /stream endpoint.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 16:02:44 -04:00
bvandeusenandClaude Sonnet 4.6 8a54daf3c9 fix(fable-mcp): fix streaming error handling and bump timeout for SSE
- stream_get now reads error responses before calling _raise_for_status
  (httpx raises on .json()/.text access inside an unread stream context)
- Raise read timeout to 120s (was 30s) so generation streams don't timeout
- Document "generation" as a valid category for fable_get_app_logs

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 14:46:39 -04:00
bvandeusenandClaude Sonnet 4.6 25d448f896 feat: add generation metrics to logs (think, rounds, tokens)
Log think flag, round count, prompt/output token counts per generation.
Change log category from 'usage' to 'generation' for clean MCP filtering.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 14:14:41 -04:00
bvandeusenandClaude Sonnet 4.6 3e42992f67 fix: stop CI from filling runner disk
Three sources of unbounded growth removed:
- Drop cache-from/cache-to registry: on a persistent self-hosted runner the
  local BuildKit layer cache already provides between-run reuse; the registry
  cache was redundant and pushed ~2 GB of torch layers on every build
- Switch docker system prune -f → -af so old :SHA-tagged images are removed,
  not just dangling ones (-f alone never touched named tags)
- Add docker builder prune --keep-storage 5g to bound the local BuildKit
  cache; pip mount cache (torch etc.) is recently-used so survives, stale
  intermediate layers are evicted first

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 13:44:09 -04:00
bvandeusenandClaude Sonnet 4.6 749a60b9fd feat: interactive checkboxes in list note viewer
- renderMarkdown() accepts interactiveCheckboxes option: removes disabled=""
  and stamps data-task-index on each checkbox in the marked HTML output
- NoteViewerView detects list notes by body content (- [ ] / - [x] pattern)
  and passes interactiveCheckboxes: true when rendering
- onBodyChange() handles checkbox change events: toggles the matching line
  in the body, optimistically updates the store, then PATCHes the note
- prose.css adds .prose--checklist rules for marked output: no bullet,
  flex row, accent-color, line-through on checked items via :has()

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-02 09:31:37 -04:00
bvandeusenandClaude Sonnet 4.6 aec7a910f0 fix: disable provenance attestation for Forgejo registry compatibility
build-push-action@v7 generates OCI attestation manifests by default.
Forgejo's registry doesn't support OCI image index format with attestations,
causing the push to fail with "unknown". provenance: false disables this.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 23:11:29 -04:00
bvandeusenandClaude Sonnet 4.6 9549eb85bc feat: live card refresh, list checkboxes, minichat width cap
KnowledgeView:
- Watch streamingToolCalls; call fetchItems+fetchTags on create/update
  note or task so the card grid reflects changes made via the minichat
- Cap minichat to max-width: var(--page-max-width) so it matches chat column width

WorkspaceView + WorkspaceNoteEditor:
- Expose reload() from WorkspaceNoteEditor via defineExpose
- Call noteEditorRef.reload() alongside taskPanelRef.reload() when
  create_note/update_note tools succeed in the SSE watcher

KnowledgeView list cards:
- Backend: parse markdown task list into list_items [{text, checked}] + body
- Card renders up to 6 items with real checkboxes; toggleListItem()
  does an optimistic update then PATCHes /api/notes/:id
- Progress bar kept below items; "+N more" shown when list is long

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 21:30:28 -04:00
bvandeusenandClaude Sonnet 4.6 23a7ed7822 refactor: DRY layout bounds via --page-max-width and --sidebar-width CSS vars
Add --page-max-width (1200px), --page-padding-x (1rem), and --sidebar-width (260px)
to theme.css so all views share a single source of truth.

- HomeView: 1100px → var(--page-max-width) (aligns with all other views)
- NotesListView, TasksListView, ProjectListView, ProjectView, CalendarView: var(--page-max-width)
- ChatView: sidebar + context sidebar → var(--sidebar-width); inner message/input
  column max-widths → var(--page-max-width)
- KnowledgeView: filter panel 180px → var(--sidebar-width); minichat left offset updated

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 20:56:33 -04:00
bvandeusenandClaude Sonnet 4.6 d5771a3d5c fix: remove view max-width constraints; widen graph panel
- Drop max-width from .knowledge-root so the graph panel can use the full
  viewport width without hitting a cap
- Drop max-width from .chat-page (message bubbles are already self-constraining)
- Increase normal graph panel width 420px → 500px
- Increase expanded width to min(960px, 60vw) so it scales with the viewport
  and updates minichat right-offset to match

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 20:39:21 -04:00
bvandeusenandClaude Sonnet 4.6 c95afa4558 fix: install CPU-only torch to avoid 2GB+ CUDA packages on CI runner
kokoro and transformers pull full nvidia CUDA wheels by default (~2 GB),
exhausting the runner disk. Pre-installing torch from the CPU wheel index
satisfies the dependency and prevents pip from selecting the CUDA variant.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 19:02:09 -04:00
bvandeusenandClaude Sonnet 4.6 8140bc022c fix: resolve ENOSPC on CI by using BuildKit pip cache and registry layer cache
- Add `# syntax=docker/dockerfile:1` to enable BuildKit cache mounts
- Replace `--no-cache-dir` pip installs with `--mount=type=cache,target=/root/.cache/pip`
  so torch/CUDA wheels are reused across builds instead of re-downloaded every run
- Add `docker system prune -f` step before build to free dangling image/layer space
- Add `cache-from`/`cache-to` pointing to `:cache` tag so unchanged layers
  (including the heavy voice-deps layer) are pulled from registry instead of rebuilt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 16:23:59 -04:00
bvandeusenandClaude Sonnet 4.6 0d12d01115 feat: constrain Chat/Knowledge width + persistent expandable graph panel
Layout:
- Chat and Knowledge views now max out at 1600px and center on wide
  screens, consistent with the rest of the app; app-content overflow
  is set to hidden for both so they manage their own scroll

Graph panel (Knowledge):
- Open/closed state persisted to localStorage (fa_knowledge_graph_open)
  — stays open across navigation and page refreshes
- Expanded state persisted (fa_knowledge_graph_expanded): chevron button
  in the panel header toggles between 420px (normal) and 700px (expanded)
- Minichat right offset follows the panel width with a matching transition

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 16:01:18 -04:00
bvandeusenandClaude Sonnet 4.6 d96895c276 fix: briefing refresh — weather not populated + workspace conv bleed
Two bugs:

1. Manual 'Refresh' button didn't refresh weather/RSS before compiling.
   The daily scheduler calls refresh_all_feeds + refresh_location_cache
   before run_compilation; the manual trigger route called run_compilation
   directly, reading a stale cache. Manual trigger now mirrors the
   scheduler: refresh feeds and all configured weather locations first.

2. Navigating to WorkspaceView during a long briefing compilation caused
   the workspace chat to show the briefing content. triggerNow awaits
   ~30-60s; on completion it called loadAll() → chatStore.fetchConversation
   which overwrote the workspace's currentConversation in the shared store.
   Fixed with a _mounted flag — all post-async state writes in BriefingView
   are now guarded so they no-op if the component has been unmounted.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 12:46:53 -04:00
bvandeusenandClaude Sonnet 4.6 145c18d8a3 refactor: DRY calendar additions + define --color-surface in theme
- Define --color-surface in theme.css (light: #f0f0f8, dark: #1a1b22)
  — was used across 10+ components with no-op fallbacks; now properly
  defined alongside --color-bg and --color-bg-card
- Extract shared date formatters into utils/dateFormat.ts:
  fmtTime, fmtDateTime, fmtRelativeDateTime, fmtDayLabel, fmtCompact
- Replace duplicate inline formatters in CalendarView, HomeView
  (formatUpcomingTime), and KnowledgeView (formatEventDate)
- CalendarView: replace hardcoded rgba(99,102,241,0.4) hover colour
  with color-mix(in srgb, var(--color-primary) 40%, transparent);
  fix --color-input-bg fallback to use var(--color-bg); remove
  hardcoded hex fallbacks now that --color-surface is defined

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 12:27:23 -04:00
bvandeusenandClaude Sonnet 4.6 f96013a4bc feat: calendar event popover + upcoming events strip
B — Event popover: clicking a calendar event shows a compact overlay with
    full details (title, time range, location, description, color accent)
    and Edit/Close actions; positioned relative to the click, closes on
    outside click; Edit opens the existing EventSlideOver

C — Upcoming strip: scrollable section below the calendar showing the
    next 4 weeks of events grouped by day (Today/Tomorrow/date label),
    each card with color accent bar, title, time, location, description
    snippet; clicking a card opens EventSlideOver for edit

Both features stay in sync with create/update/delete operations.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 12:10:16 -04:00
bvandeusenandClaude Sonnet 4.6 30981a3121 feat: persist listen mode across views via localStorage
Extract listen mode into a shared useListenMode() composable backed by
localStorage ('fa_listen_mode'). ChatView and BriefingView both use it,
so toggling auto-read on in one view keeps it on after navigation or
page refresh — no need to re-enable it each visit.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 11:53:03 -04:00
bvandeusenandClaude Sonnet 4.6 71b8c5965c fix: briefing discuss button — full article content + scroll + optimistic UI
Three bugs in discussArticle():
- Scroll selector was '.briefing-chat' (doesn't exist) → '.briefing-center';
  the panel never scrolled into view so the response was invisible until refresh
- Only 300-char snippet was sent to the LLM; now passes the full stored
  content (up to 2000 chars) from the backend
- User message wasn't shown until streaming ended; now added optimistically
  to messages[] immediately on click so it appears straight away

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 11:46:23 -04:00
bvandeusenandClaude Sonnet 4.6 5924e565b1 fix: floating mini-chat overlay style + weather precip fallback
- KnowledgeView mini-chat: replace harsh border-top with upward box-shadow
  and rounded top corners (16px); remove padding-bottom from content area
  so widget truly overlays cards without pushing layout; add collapse
  toggle (chevron) that hides messages without closing the conversation
- WeatherCard: show precip_mm as fallback when precipitation_probability_max
  is null but actual rainfall is expected (Open-Meteo omits probability for
  some forecast days even when rain is shown)
- Pass precip_mm through weather service → frontend type definitions

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-01 09:04:47 -04:00
bvandeusenandClaude Sonnet 4.6 a0620c4949 fix: knowledge view — chat input styling, autofocus, graph component (no iframe)
- Mini-chat input bar now uses shared --color-input-bar-* CSS variables and
  the same chat-input-bar pill pattern as all other chat interfaces
- chatInputEl focused on mount (autofocus on page load)
- Graph panel: replaced iframe (blocked by X-Frame-Options: DENY) with
  inline GraphView component; CSS :deep override constrains its height
  to fill the panel instead of 100vh

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 18:49:02 -04:00
bvandeusenandClaude Sonnet 4.6 95056d5be7 fix: rename Note.metadata → entity_meta (reserved by SQLAlchemy Declarative API)
SQLAlchemy reserves 'metadata' as a class attribute on declarative models.
Renamed to 'entity_meta' with explicit column name 'metadata' so the DB
column is unchanged but the Python attribute no longer conflicts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 18:13:47 -04:00
bvandeusenandClaude Sonnet 4.6 80f30b705d feat: Knowledge view + entity types (People, Places, Lists)
Data model:
- Migration 0036: adds note_type TEXT (default 'note') and metadata JSONB
  to the notes table; index on note_type
- Note model: entity_type property, note_type/metadata in to_dict()
- create_note() accepts note_type and metadata params

Backend:
- /api/knowledge — unified paginated endpoint: type/tag/sort/q filters,
  semantic search via embeddings, excludes tasks
- /api/knowledge/tags — distinct tags across knowledge objects
- New LLM tools: create_person, create_place, create_list, add_to_list,
  clear_checked_items — all wired into execute_tool()
- People and places auto-injected as compact summary into LLM system prompt

Frontend:
- KnowledgeView replaces HomeView at /; left filter panel (type+tag),
  toolbar (search, sort, graph toggle), card grid with type-aware cards
  (indigo=note, emerald=person, amber=place, sky=list), load-more pagination
- Today bar: upcoming events, overdue task count, Briefing/Chat links
- Floating mini-chat sticky to bottom: creates/continues a conversation
  inline, message history expands upward, close button ends session
- Graph panel: toggles as a 420px right panel at full viewport width
- AppHeader: Knowledge, Chat, Briefing, Calendar, Tasks, Projects
- Router: / → KnowledgeView; /knowledge redirect; HomeView import removed

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 18:01:03 -04:00
bvandeusenandClaude Sonnet 4.6 425d307180 feat: automatic Kokoro offline mode + daily update check
- On first load: model runs online (downloads .pt files), then stores the
  current HF commit SHA to /data/kokoro_commit_hash.txt and switches the
  process to offline mode (HF_HUB_OFFLINE) for all future requests
- On subsequent restarts: presence of the commit file triggers offline mode
  before the pipeline loads, skipping all HuggingFace network validation
- Daily at 03:00 UTC: scheduler temporarily lifts offline mode, fetches the
  latest commit SHA from HF, and only reloads the pipeline if the model has
  actually changed — then restores offline mode
- Removed HF_HUB_OFFLINE from docker-compose.yml; behaviour is now automatic
  and not a hoster/user concern

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 17:06:13 -04:00
bvandeusenandClaude Sonnet 4.6 f2dd25737a feat: add HF_HUB_OFFLINE env var to skip HuggingFace cache validation on startup
Once Kokoro voice .pt files are cached locally, setting HF_HUB_OFFLINE=1
prevents HEAD requests to HuggingFace on each restart, making voice pre-warming
fully offline and faster.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 17:00:50 -04:00
bvandeusenandClaude Sonnet 4.6 882ea176b2 fix: briefing discuss prompt — suppress research tool to prevent full research note
Explicitly instruct the LLM to respond conversationally and not use any
research/search tools when summarizing a shared article excerpt.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 16:54:18 -04:00
bvandeusenandClaude Sonnet 4.6 baeb0b14e5 feat: listen mode + volume knob in chat; briefing discuss auto-send; fix LLM proactive note search
- ChatView: listen mode toggle (auto-reads new responses via TTS), volume popup
  with range slider persisted per-device in localStorage via GainNode
- useVoiceAudio: shared module-level _volume ref with localStorage persistence,
  GainNode for volume control, exported setVoiceVolume()
- tts.py: pre-warm all Kokoro voices at pipeline load to eliminate HuggingFace
  HEAD requests at synthesis time (reduces TTS latency)
- BriefingView: discuss article button now auto-sends instead of just filling input;
  prompt capped to 15 sentences; send() accepts optional overrideText
- llm.py: instruct LLM not to proactively search notes or comment on note absence

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 16:52:11 -04:00
bvandeusenandClaude Sonnet 4.6 ab397e78f3 fix: briefing TTS now uses saved voice/speed/blend settings
synthesiseSpeech() called without explicit params now omits voice/speed/
blend from the request body. The backend detects this and auto-loads all
three from the user's saved settings (voice_tts_voice, voice_tts_speed,
voice_tts_blend), so briefing listen mode respects the voice the user
configured in Settings.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 13:46:52 -04:00
bvandeusenandClaude Sonnet 4.6 ea23f16bd7 feat: weather card — precip probability %, condition text, unit-aware wind
- Fetch precipitation_probability_max from Open-Meteo (replaces precip_sum
  in the card display — probability is more useful at a glance than mm)
- Show WMO condition description text on each forecast day
- Convert wind speed to mph when temp unit is F; pass wind_unit in response
- Display 💧 X% chance of rain; 💨 X mph/km/h wind per day

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 13:02:36 -04:00
bvandeusenandClaude Sonnet 4.6 c1fcb1e287 feat: discuss article in briefing chat via 💬 button on news cards
Clicking 💬 on a news card in the briefing panel pre-fills the briefing
chat input with the article title, snippet, and source so the user can
ask the briefing LLM to summarize or discuss it directly.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 12:57:25 -04:00
bvandeusenandClaude Sonnet 4.6 c31cf11767 fix: use AudioContext for voice previews to bypass browser autoplay policy
new Audio().play() after an async await loses the user gesture context and
is silently blocked. Creating AudioContext synchronously before the fetch
preserves the permission, then decode/play through it after the await.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-31 12:55:07 -04:00
bvandeusenandClaude Sonnet 4.6 71ca0ecb5c fix: voice status global store, per-view mic reactivity, single-voice preview
- Move voice status into settings store (voiceSttReady, voiceTtsReady),
  checked once at login and refreshed after admin model reload
- ChatView, BriefingView, DashboardChatInput now use computed refs from
  the store — mic buttons appear reactively without needing a page reload
- BriefingView: separate STT-only guard for mic PTT vs TTS-only guard for
  listen mode / speak buttons
- Add ▶ Preview button to Voice & Speed section in Settings for single-
  voice testing without enabling blend mode

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 20:53:06 -04:00
bvandeusenandClaude Sonnet 4.6 b4b4b0d9d6 feat: weather precip/wind, dashboard mic, remove global voice overlay
- WeatherCard: show precipitation (mm) and max wind speed per forecast day
- DashboardChatInput: add PTT mic button (transcribe-to-input, voice-gated)
- Remove global VoiceOverlay floating button and Space PTT shortcut from
  App.vue — inline mic buttons in chat/briefing/dashboard are the right UX;
  global overlay had focus/latency/context issues

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 20:00:06 -04:00
bvandeusenandClaude Sonnet 4.6 76c3dbc4b7 fix: stop TTS playback when PTT is activated
Pressing push-to-talk now immediately stops any ongoing TTS audio before
opening the microphone, preventing the assistant from hearing itself.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 19:43:15 -04:00
bvandeusenandClaude Sonnet 4.6 1460863e82 feat: Kokoro voice blending — blend builder UI + weighted tensor synthesis
Add voice blend support to TTS pipeline and settings UI. Users can mix
2–5 Kokoro voices with per-voice weight sliders; the blended style tensor
replaces the single voice when enabled. Settings persist as JSON and auto-
load on synthesis when no explicit voice is supplied in the request.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 19:10:22 -04:00
bvandeusenandClaude Sonnet 4.6 98b3cdb593 feat: add weather condition icons to WeatherCard
Maps WMO condition strings to emoji icons for current conditions and
forecast days. No external dependencies — pure emoji lookup by condition text.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 18:08:18 -04:00
bvandeusenandClaude Sonnet 4.6 c2d81e04b9 fix: update tests for briefing rewrite and raised content cap
- Remove test_slot_greeting — slot_greeting() was removed in the
  conversational briefing rewrite
- Update test_extract_item_truncates_content to use CONTENT_MAX_CHARS
  rather than a hardcoded 2000 (cap raised to 50000 for full articles)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 17:42:48 -04:00
bvandeusenandClaude Sonnet 4.6 e613485474 feat: full article fetching with trafilatura + html2text cleanup
- Add trafilatura + html2text to dependencies
- Replace custom HTMLStripper with html2text for RSS feed content
- Fetch full article text via httpx + trafilatura after each new item is stored;
  falls back to RSS-provided content if fetch/extraction fails
- Raise CONTENT_MAX_CHARS from 2000 to 50000 (TEXT column, no migration needed)
- Re-embed items with full article content once enrichment completes
- Startup backfill enriches existing items with short content (<1000 chars)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 16:33:27 -04:00
bvandeusenandClaude Sonnet 4.6 0b05b03987 fix: strip HTML from RSS item content during ingestion
feedparser returns HTML in content/summary fields for many feeds.
Raw tags were being stored in the DB and passed to the LLM/embeddings.
Added a stdlib HTMLParser-based stripper in extract_item() — block elements
become newlines, script/style content is dropped, plain text passes through.
No new dependencies required.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 16:15:49 -04:00
bvandeusenandClaude Sonnet 4.6 a773c11aa0 feat: RSS embeddings, semantic news in chat, article-to-chat, richer briefings
- Embed RSS items at fetch time (nomic-embed-text); backfill at startup
- Semantic news search injected into chat system prompt ("Recent News You've Seen")
  when items match query above 0.55 cosine threshold (independent of note RAG)
- "Discuss in chat" button on news cards — creates a seeded conversation with
  the article title + full content, navigates directly to the new chat
- Briefing compilation now passes 500-char article excerpts (not just headlines)
  to the LLM and uses 8192 num_ctx to accommodate the larger prompt

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 15:12:38 -04:00
bvandeusenandClaude Sonnet 4.6 dba41879ed feat: structured user profile with LLM-learned preferences
Replaces the freeform briefing-profile note with a DB-backed user_profiles
table. Users can edit job/industry/expertise/response preferences/interests/
work schedule via a new Settings → Profile tab. The LLM appends nightly
observations; at 14+ entries they are auto-consolidated into a learned_summary.
Profile context is injected into both briefing and chat system prompts.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 14:17:30 -04:00
bvandeusenandClaude Sonnet 4.6 9f3b9e45c6 feat: rewrite briefing pipeline to conversational prose
Replace two-pass structured LLM synthesis (## Your Day / ## The World
sections with bullets and formatted news cards) with a single
conversational pass. The new prompt instructs the model to write 3-5
flowing sentences covering weather, today's tasks/events, and 1-2 news
highlights — no markdown, no headers, no lists. Full news detail stays
in the right panel; weather detail stays in the weather card.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 13:37:47 -04:00
bvandeusenandClaude Sonnet 4.6 2a8c0cfa56 fix: set keep_alive to 2h on all Ollama requests
Prevents models from sitting in VRAM indefinitely. Applies to both
streaming chat calls and the non-streaming generate_completion path,
as well as the startup warm-up request.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-30 10:21:59 -04:00
bvandeusenandClaude Sonnet 4.6 dd304bb556 feat: unify voice PTT across briefing and chat views
- ChatView: add PTT mic button in input bar (hold to speak → transcribe → send)
- BriefingView: restyle input bar to match ChatView (floating pill, circle send)
- BriefingView: move listen/mic controls into input bar, remove from header
- BriefingView: consistent icon-button style for speaker/mic matching ChatView

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 21:58:20 -04:00
bvandeusenandClaude Sonnet 4.6 f146485df3 feat: hot-reload voice models without server restart
Voice enabled/STT model are now DB-backed (admin settings), not env
vars. Added reload_stt_model()/reload_tts_model() that clear singletons
under lock and re-trigger loading. POST /api/admin/voice/reload triggers
both in background tasks. Settings UI polls /api/voice/status every 2.5s
until models are ready, with spinner feedback.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 20:52:07 -04:00
bvandeusenandClaude Sonnet 4.6 eaf70500b8 feat: move voice enable/model config to admin UI
Replace VOICE_ENABLED env var gate with DB-backed admin setting.

- services/voice_config.py: reads voice_enabled + voice_stt_model from
  admin user's settings row (falls back to env var defaults)
- routes/admin.py: GET/PUT /api/admin/voice for admin configuration
- routes/voice.py, services/stt.py, services/tts.py: read enabled/model
  from DB via voice_config instead of Config directly
- app.py: always schedule model loaders at startup; they self-gate on
  the DB setting so no conditional needed at the call site
- SettingsView.vue: Voice section in Admin → Config tab (enable toggle +
  STT model dropdown); user Voice tab now points to admin panel when disabled

No env var required to test — enable via Settings → Admin → Config → Voice.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 20:22:18 -04:00
bvandeusenandClaude Sonnet 4.6 6f84d90dff feat: voice S2S — faster-whisper STT, Kokoro TTS, PTT overlay
Implements full speech-to-speech pipeline (all 4 phases):

Backend (Phase 1):
- services/stt.py: lazy WhisperModel singleton, run_in_executor transcription
- services/tts.py: lazy KPipeline singleton, WAV synthesis at 24kHz/16-bit
- routes/voice.py: /api/voice/status, /voices, /transcribe, /synthesise
- config.py: VOICE_ENABLED, STT_BACKEND, STT_MODEL, TTS_BACKEND env vars
- app.py: load STT/TTS models at startup when VOICE_ENABLED=true
- llm.py: voice_mode + voice_speech_style params inject speak-naturally prefix
- generation_task.py: voice_mode passed through from chat route
- chat.py: "voice" conversation type allowed + excluded from retention cleanup
- pyproject.toml + Dockerfile: faster-whisper, kokoro, soundfile dependencies

Frontend (Phases 2–4):
- composables/useVoiceRecorder.ts: MediaRecorder PTT wrapper
- composables/useVoiceAudio.ts: AudioContext WAV playback wrapper
- BriefingView.vue: Listen button (TTS read-aloud), auto-TTS mode, mic PTT
- VoiceOverlay.vue: global floating PTT button; creates/reuses voice conv;
  full record→transcribe→stream→TTS flow; Space bar hold-to-talk via App.vue
- SettingsView.vue: Voice tab (status badge, speech style, voice/speed)
- App.vue: mounts VoiceOverlay; Space keydown/keyup fires voice:ptt-toggle
- api/client.ts: getVoiceStatus, getVoiceList, transcribeAudio, synthesiseSpeech

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 20:03:38 -04:00
bvandeusenandClaude Sonnet 4.6 3581cc1582 docs: add voice S2S design spec
Covers STT (faster-whisper), TTS (Kokoro), per-user settings,
all new/modified files, audio format decisions, and 4-phase
implementation plan.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 18:17:58 -04:00
bvandeusenandClaude Sonnet 4.6 3dd879640a chore(fable-mcp): bump version to 0.2.0
Reflects all changes since initial 0.1.0 release: RSS tools, task log
content/body fix, project and milestone status on create, and various
other fixes. Auto-bump hook will handle patch increments from here.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 16:01:12 -04:00
bvandeusen f8b7b51832 Merge pull request 'Release v26.03.29.1 — security fixes and MCP bug fixes' (#18) from dev into main
Release v26.03.29.1 — security fixes and MCP bug fixes
2026-03-29 19:40:35 +00:00
bvandeusenandClaude Sonnet 4.6 0cbeb6b7ac fix: honour status param on project and milestone creation
create_project and create_milestone hardcoded status="active" and
ignored any value passed by the MCP or API callers. Route, service,
and model construction now all thread the status field through.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 15:19:50 -04:00
bvandeusenandClaude Sonnet 4.6 218f946e48 fix: fable_add_task_log sends content not body to match API
The MCP tool was sending {"body": ...} but the task logs API route
expects {"content": ...}, causing 400 errors.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 15:16:13 -04:00
bvandeusenandClaude Sonnet 4.6 00643c778e security: fix 10 vulnerabilities from security audit
- SSRF: block private/internal URLs in image cache fetch
- SSRF: block private/internal URLs in RSS feed fetch (scheme guard)
- SSRF: block private/internal URLs in CalDAV URL setting
- Auth: require login for GET /api/images/<id> (was unauthenticated)
- Auth: restrict Ollama model pull/delete to admin users only
- Info disclosure: remove email from /api/users/search response
- OAuth: skip email-based account linking when email_verified is false
- Config: raise hard error on default SECRET_KEY when SECURE_COOKIES=true
- Rate limit: document proxy header requirement; add startup warning
- XSS: remove src/alt from global DOMPurify ADD_ATTR allowlist

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-29 00:37:13 -04:00
bvandeusen 20e2333b63 Merge pull request 'Release v26.03.28.2 — bug fixes and add_rss_feed tool' (#17) from dev into main
Release v26.03.28.2 — bug fixes and add_rss_feed tool
2026-03-28 18:02:59 +00:00
bvandeusenandClaude Sonnet 4.6 024075329d feat: add add_rss_feed LLM tool so users can add feeds via chat
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 13:50:13 -04:00
bvandeusen 697d99cc4d fix: pass temp_unit from API to WeatherCard so F/C label matches converted values 2026-03-28 13:21:30 -04:00
bvandeusen 164c55e845 fix: increase contrast on app version display in settings 2026-03-28 13:16:15 -04:00
bvandeusen c77c13684f fix: cast feed_id parameter to integer to resolve asyncpg AmbiguousParameterError 2026-03-28 12:56:33 -04:00
bvandeusen 7b95150101 fix: read temp_unit from briefing_config not a nonexistent temperature_unit setting 2026-03-28 12:49:36 -04:00
bvandeusen 96a07690a8 fix: use COALESCE(published_at, fetched_at) in news query — articles with no publish date were silently dropped 2026-03-28 12:32:19 -04:00
bvandeusen 6da4b098e3 fix: /api/briefing/weather returns card-format data for WeatherCard component 2026-03-28 12:30:11 -04:00
bvandeusen 7fdb2ee39d chore: ignore docs/superpowers, docs/plans, docs/specs — keep only root docs 2026-03-28 12:16:23 -04:00
bvandeusenandClaude Sonnet 4.6 83cee46078 feat: auto-bump fable-mcp patch version on commit via Claude Code hook
- scripts/bump_fable_mcp_version.sh: increments patch in pyproject.toml and stages it
- scripts/pre_commit_fable_mcp.sh: PreToolUse Bash hook — fires before git commits,
  bumps version if fable-mcp files (other than pyproject.toml itself) are staged
- .claude/settings.json: registers the PreToolUse hook

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 02:14:20 -04:00
bvandeusen 534e0a3a34 v26.03.28.1 — News/briefing redesign, task enhancements, recurrence 2026-03-28 05:38:26 +00:00
bvandeusen 51d2fd9d0a fix: migration 0031 no-op — status column is TEXT not a PG enum 2026-03-28 01:17:00 -04:00
bvandeusenandClaude Sonnet 4.6 ac90548823 feat: task management enhancements (cancelled status, recurrence, timestamps)
- Add 'cancelled' status to TaskStatus type, StatusBadge, TaskCard,
  TaskEditorView, TaskViewerView, TasksListView
- Add RecurrenceEditor component (none / interval / calendar rules)
- TaskEditorView: wire RecurrenceEditor, show started_at/completed_at
  timestamps read-only, include recurrence_rule in save payload
- TaskViewerView: show recurrence summary, timestamps in meta row
- tasks.ts: statusFilter/priorityFilter as arrays, add recurrence_rule
  to updateTask and createTask payloads

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:51:36 -04:00
bvandeusenandClaude Sonnet 4.6 37e2420192 feat: add /news archive view with feed filter and pagination
- NewsView.vue: 90-day article archive, feed filter dropdown,
  load-more pagination, topic pills, thumbs up/down reactions
- Router: add /news route
- AppHeader: add News nav link (desktop + mobile)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:51:24 -04:00
bvandeusenandClaude Sonnet 4.6 f81c38df84 feat: redesign BriefingView into 3-column layout (weather · chat · news)
- Left column: weather loaded independently via /api/briefing/weather
- Center column: chat messages with input bar (unchanged behavior)
- Right column: news panel loaded from /api/briefing/news (last 2 days)
- Auto-scroll to bottom on mount and after streaming
- Background refresh also refreshes news panel
- Responsive: stacks to single column on narrow screens
- Fix TaskCard.vue to include 'cancelled' in status records

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:38:04 -04:00
bvandeusenandClaude Sonnet 4.6 0a6e57e698 feat: add NewsItem type and getNewsItems() API client function
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:34:34 -04:00
bvandeusenandClaude Sonnet 4.6 260103d533 feat: inject briefing article content for deep article Q&A
Add _build_briefing_article_context() helper to llm.py that reads
rss_item_ids from briefing message metadata and injects article content
into the system prompt. Pass conv_id through build_context() and
generation_task.py.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:31:43 -04:00
bvandeusenandClaude Sonnet 4.6 35f57e0d3e feat: add GET /api/briefing/news unified news endpoint
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:29:59 -04:00
bvandeusenandClaude Sonnet 4.6 57bf63e576 feat: extend RSS item retention from 14 to 90 days
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:29:32 -04:00
bvandeusenandClaude Sonnet 4.6 aa18f4f527 docs: add news briefing redesign spec and plan
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-28 00:13:40 -04:00
bvandeusenandClaude Sonnet 4.6 3391825550 docs: add news feed & briefing redesign spec
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-27 23:59:34 -04:00
bvandeusen 3d7c953627 feat: add recurrence_rule to LLM tools; list_tasks status accepts list + cancelled 2026-03-27 23:02:30 -04:00
bvandeusen 6557fef6a2 feat: support multi-value status and priority filters in list_notes 2026-03-27 23:01:24 -04:00
bvandeusen 0dc3dfa539 feat: add recurrence_rule validation and recurrence-preview endpoint in tasks routes 2026-03-27 22:54:11 -04:00
bvandeusen 3179b60eac feat: wire recurrence into create_note/update_note and add daily APScheduler job 2026-03-27 22:53:20 -04:00
bvandeusen a24257aeed feat: add recurrence service (validate, calculate_next_due, spawn_recurring_tasks) 2026-03-27 22:52:18 -04:00
bvandeusen c271f1b41f feat: add recurrence_rule and recurrence_next_spawn_at columns to notes 2026-03-27 22:49:59 -04:00
bvandeusen c92f4944cc feat: auto-set started_at/completed_at on task status transitions 2026-03-27 22:49:21 -04:00
bvandeusen 1125c8e107 feat: add started_at/completed_at columns to notes 2026-03-27 22:37:55 -04:00
bvandeusen 7888788d42 Merge pull request 'Release v26.03.27.2' (#15) from dev into main
Release v26.03.27.2
2026-03-27 21:23:53 +00:00
bvandeusenandClaude Sonnet 4.6 7a12cba4d5 feat: add 'cancelled' task status; fix 500 on invalid status/priority
TaskStatus enum was missing 'cancelled' — the LLM tried to use it and
hit TaskStatus("cancelled") raising ValueError → 500. Added the value,
a migration to extend the task_status Postgres enum, and proper 400
validation guards on both create and update task routes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-27 09:18:16 -04:00
bvandeusen 78791175a1 Merge pull request 'Release v26.03.27.1' (#14) from dev into main
Release v26.03.27.1
2026-03-27 04:12:27 +00:00
bvandeusenandClaude Sonnet 4.6 2a1644e571 feat: news story cards in briefing — backend embeds structured RSS items in metadata
Previously metadata only stored rss_item_ids (integers); the full item data
was discarded after LLM synthesis. Now rss_items (id, title, url, source,
snippet, published_at) is also stored so clients can render per-story cards
without additional API calls.

Web BriefingView: replaces bare reaction-row buttons with news cards showing
source, headline (linked), 2-line snippet, and 👍/👎 per card.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-27 00:08:21 -04:00
bvandeusenandClaude Sonnet 4.6 bc5f1679d5 fix: accept PATCH on /api/tasks/:id (MCP update_task compatibility)
The MCP fable_update_task tool calls PATCH /api/tasks/{id} but the route
only declared PUT. Adding PATCH to the same handler fixes the 405.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 23:44:20 -04:00
bvandeusenandClaude Sonnet 4.6 22634aa0c9 refactor: DRY pass on backend — pagination helper and sharing utilities
- Add parse_pagination() to routes/utils.py; replace 6 duplicate limit/offset extractions in notes, tasks, chat, projects, milestones routes
- Extract _enrich_shares() in sharing.py; eliminates identical 12-line loop in list_project_shares and list_note_shares
- Extract _deduplicate_by_permission() in sharing.py; eliminates identical deduplication blocks in list_shared_with_me for projects and notes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 22:52:39 -04:00
bvandeusenandClaude Sonnet 4.6 699e525cb9 refactor: DRY pass on frontend — shared palette, composable, and tab loader
- Extract milestoneColor to utils/palette.ts; remove duplicate in HomeView + ProjectListView
- Create useBackgroundRefresh composable; wire into HomeView + BriefingView (removes manual setInterval/clearInterval boilerplate)
- Extract _loadTabContent() in SettingsView so watch and onMounted share one tab→loader mapping
- Move raw fetch() api-key calls to typed helpers in api/client.ts (listApiKeys, createApiKey, revokeApiKey)
- Drop unused onUnmounted import from BriefingView

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 22:43:59 -04:00
bvandeusen 2b2e5c666a fix: load all pre-selected settings tabs correctly on mount
The watch(activeTab) handler loads tab data on navigation, but not on
initial mount when localStorage restores a tab. Three more gaps:

- briefing: was inside the isAdmin guard — non-admin users who last
  visited the Briefing tab would see an empty form
- users: no onMounted equivalent — admin user list never loaded
- logs: no onMounted equivalent — admin log viewer never loaded

Moves briefing outside the admin guard and adds users/logs inside it.
2026-03-26 22:32:28 -04:00
bvandeusen 26a8fb5c51 fix: load API keys and MCP info on mount when tab is pre-selected
fetchApiKeys() and loadMcpInfo() were only wired to the activeTab watcher,
which fires on changes but not on initial mount. If localStorage had
'apikeys' as the last tab, both calls were skipped entirely — causing
an empty key list and no whl download button.
2026-03-26 22:24:37 -04:00
bvandeusen 3431719ff3 Merge pull request 'dev → main' (#13) from dev into main 2026-03-26 23:22:23 +00:00
bvandeusen 916cfa50df fix: add missing onUnmounted import in BriefingView 2026-03-26 18:50:25 -04:00
bvandeusen 190664366d Merge pull request 'dev → main' (#12) from dev into main
dev → main
2026-03-26 22:08:03 +00:00
bvandeusenandClaude Sonnet 4.6 08d738ddfb feat: silent background polling for dashboard and briefing views
HomeView: setInterval every 90s refreshes events, orphan tasks/notes,
and hero next-up task. Never touches loading ref, so the page content
stays stable — only the data silently swaps when the fetch completes.
Skips when document.hidden or initial load is still in progress.

BriefingView: setInterval every 60s refetches today's messages, but
only when viewing today's conversation and not currently streaming.
Compares message count and last message content before updating to
avoid unnecessary re-renders.

Both timers are cleared on unmount.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 17:43:21 -04:00
bvandeusenandClaude Sonnet 4.6 a63e498067 fix: weather card spacing and sizing consistency
- Increase temp size to 2rem and add explicit font-size to condition
- Uniform 0.5rem spacing below current temp (was 0.35rem)
- Today row font-size explicit at 0.85rem
- Forecast gap 0.75rem (was 0.5rem), min-width 4.5rem (was 3.5rem)
- Padding-top on forecast strip 0.75rem to match overall rhythm

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 17:37:27 -04:00
bvandeusenandClaude Sonnet 4.6 48d1d9e64f fix: remove npm self-update in Docker build; use npm ci
npm install -g npm@latest corrupts npm's own module tree inside Alpine,
breaking subsequent installs. Use npm ci instead (faster, deterministic).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 08:19:01 -04:00
bvandeusenandClaude Sonnet 4.6 538b67e57d docs(fable-mcp): add server instructions and detailed tool docstrings
Adds a comprehensive instructions block to the FastMCP server covering
the data model hierarchy, valid enum values, tag format, integer-or-none
conventions, when to use fable_send_message vs direct CRUD tools, and
admin key requirements.

All tool docstrings expanded with full argument descriptions, valid
values, and return shape notes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 08:03:31 -04:00
bvandeusenandClaude Sonnet 4.6 383a4430f1 fix: convert calendar event times to user timezone in briefing
The briefing was formatting event start_dt directly in UTC instead of
converting to the user's local timezone. Also, the day_start/day_end
query window was naive (UTC), so events at the edges of the user's day
could be missed or included incorrectly.

Now reads user_timezone setting, uses it for today's date boundary and
for converting each event's start_dt before formatting.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 06:34:22 -04:00
bvandeusen 4aacd093e5 Merge pull request 'fix: decode HTML entities in wikilinks before re-escaping' (#11) from dev into main 2026-03-26 02:50:00 +00:00
bvandeusenandClaude Sonnet 4.6 aab478359b fix: decode HTML entities in wikilinks before re-escaping
marked encodes " to &quot; in text nodes, causing linkifyWikilinks to
double-escape it (& → &amp;) so the visible link text showed &quot;
instead of the actual character.

Decode marked's entities on the matched title/label before running
escapeHtmlAttr so the output is correct in both the href attribute
and the visible link text.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-25 22:40:25 -04:00
bvandeusen 6214666942 Merge pull request 'refactor: centralise user timezone as standalone setting' (#10) from dev into main 2026-03-26 00:38:46 +00:00
bvandeusenandClaude Sonnet 4.6 62dbb8d496 refactor: centralise user timezone as a standalone setting
Browser timezone is now synced to user_settings["user_timezone"] on
every login/page load (App.vue). The briefing scheduler and LLM context
both read from this single source, falling back to the legacy
briefing_config.timezone for existing users during migration.

- App.vue: PUT /api/settings with browser IANA timezone on startAppServices
- routes/chat.py: fall back to stored user_timezone when not sent in request
- briefing_scheduler: read user_timezone setting; briefing_config.timezone
  kept as fallback only
- routes/briefing.py: pass tz_override from user_timezone to live-patched scheduler
- Remove timezone field from BriefingConfig interface and all briefing UI

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-25 20:17:51 -04:00
bvandeusenandClaude Sonnet 4.6 fd05c65018 fix(calendar): correct event timezone handling
- Frontend sends user_timezone (IANA, from Intl.DateTimeFormat) with
  every message POST; threaded through route → generation_task → build_context
- System prompt now tells the LLM the user's timezone so it creates
  events with the correct UTC offset (e.g. 15:00+01:00 not 15:00Z)
- Calendar tool guidance updated to require UTC offset in all event
  datetimes
- EventSlideOver: dateFromIso/timeFromIso now use JS Date to convert
  stored UTC times to local time for display; toIso includes local
  timezone offset when saving so the correct UTC time is stored

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-25 20:06:09 -04:00
615 changed files with 86136 additions and 41383 deletions
+12
View File
@@ -0,0 +1,12 @@
{
"name": "scribe-plugin",
"owner": { "name": "Bryan Van Deusen" },
"description": "Scribe ships its own Claude Code plugin from this repo, versioned in lockstep with the app + the /api/plugin/context contract.",
"plugins": [
{
"name": "scribe",
"source": "./plugin",
"description": "Scribe second brain: MCP tools + session-start push channel + universal process-skills."
}
]
}
+1 -1
View File
@@ -1,4 +1,4 @@
POSTGRES_USER=fabled
POSTGRES_PASSWORD=fabled
POSTGRES_DB=fabledassistant
POSTGRES_DB=scribe
SECRET_KEY=dev-secret-change-me
+357 -49
View File
@@ -1,13 +1,31 @@
# CI runs first; build only proceeds if all checks pass.
#
# Push to dev: typecheck + lint + test build :dev + :<sha>
# Tag v* (release): typecheck + lint + test build :latest + :<sha> + :<version>
# Pull request: no CI run — code is validated on dev push before any PR is opened
# Push to dev: typecheck + lint + test + build :dev + :<sha>
# Push to main: typecheck + lint + test + build :latest + :<sha>
# Tag v* (release): typecheck + lint + test + build :latest + :<version> + :<sha>
#
# Both dev and main are gated AND built. dev pushes move :dev; main pushes move
# :latest — main IS the production line, so :latest tracks main's tip and there
# is no separate :main tag. Every push also gets an immutable :<sha> (the
# rollback point). A v* release tag additionally publishes the dated :<version>;
# since main already moved :latest, the release tag's distinct job is that
# :<version> marker (it refreshes :latest too, harmlessly).
#
# Successive pushes to the SAME ref supersede each other (see concurrency
# below), so rapid pushes don't stack identical work; dev and main runs are
# independent refs and never cancel one another.
#
# To cut a release:
# Create a release via the Forgejo UI on main with a v* tag name.
# The tag push triggers this workflow; build job pushes :latest + :<version>.
#
# PRs aren't triggered on purpose — this is a solo dev→main flow, so
# gating on branch push is already enough.
#
# NOTE on the `if:` guards below: Forgejo Actions does not consistently
# honor `on.push.branches` as a filter, so every job repeats the ref check
# explicitly — permitting dev, main, and v* tags, rejecting anything else.
#
# Required secrets (repo → Settings → Secrets → Actions):
# REGISTRY_USER — your Forgejo username
# REGISTRY_TOKEN — Forgejo PAT with write:packages scope
@@ -15,38 +33,73 @@ name: CI & Build
on:
push:
branches: [dev]
branches: [dev, main]
tags: ["v*"]
paths:
- "src/**"
- "frontend/**"
- "tests/**"
- "pyproject.toml"
# The lock now determines what gets installed, so a lock-only change has
# to trigger a run — otherwise a dependency bump lands untested.
- "uv.lock"
- "alembic/**"
- "alembic.ini"
- "Dockerfile"
- "assets/**"
- "fable-mcp/**"
# The plugin ships straight from this repo — installs fetch it via
# .claude-plugin/marketplace.json, NOT from the image. So a push here is
# the release, with no build step in between. Omitting these paths meant
# plugin changes triggered no workflow at all, which is how #2198's three
# broken hooks and then #2209's missing version bump both reached a live
# install. See the `plugin` job below.
- "plugin/**"
- ".claude-plugin/**"
- "scripts/check_plugin.py"
- ".forgejo/workflows/ci.yml"
# pull_request trigger intentionally omitted — all changes go through dev
# first, where CI already runs on push. PR runs would be redundant duplication.
# Manual trigger from the Forgejo Actions UI. Useful when an image has
# been built but the deployment didn't pick it up, or when re-running
# against the same source produces different upstream behaviour
# (e.g. a transient HF download flake during the voice-bundle step).
workflow_dispatch: {}
# Cancel older runs on the same branch when a newer push lands. Tag runs
# get their own group implicitly (refs/tags/v1.2.3 ≠ refs/heads/dev) and
# are never cancelled, so a release build can't kill itself mid-flight.
concurrency:
group: ci-${{ github.ref }}
cancel-in-progress: ${{ !startsWith(github.ref, 'refs/tags/') }}
# Least-privilege default. Jobs that need more (build pushes to the
# registry) upgrade explicitly.
permissions:
contents: read
env:
REGISTRY: git.fabledsword.com
IMAGE: git.fabledsword.com/bvandeusen/fabledassistant
IMAGE: git.fabledsword.com/bvandeusen/fabledscribe
jobs:
typecheck:
name: TypeScript typecheck
runs-on: py3.12-node22
# Gate dev, main, and v* tags; reject any other ref (see header note).
if: github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/v')
runs-on: python-ci
container:
image: git.fabledsword.com/bvandeusen/ci-python:3.14
steps:
- uses: actions/checkout@v6
- uses: actions/setup-node@v6
- name: Cache npm download cache
uses: actions/cache@v4
# Non-fatal: a transient cache-backend hiccup must NOT fail the whole
# typecheck job (it was skipping install + type check and reporting red
# on backend-only pushes — see issue task #828). On cache miss/error the
# job just installs without the cache.
continue-on-error: true
with:
node-version: "22"
cache: "npm"
cache-dependency-path: frontend/package-lock.json
path: ~/.npm
key: npm-cache-${{ hashFiles('frontend/package-lock.json') }}
restore-keys: npm-cache-
- name: Install dependencies
run: npm ci
@@ -56,70 +109,309 @@ jobs:
run: npx vue-tsc --noEmit
working-directory: frontend
# Guards the one part of this repo that ships to users without a build step.
# See scripts/check_plugin.py for what it checks and, as importantly, what it
# can't check yet (shellcheck and jq are absent from ci-python).
plugin:
name: Plugin hooks
if: github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/v')
runs-on: python-ci
container:
image: git.fabledsword.com/bvandeusen/ci-python:3.14
steps:
# Bare `uses:`, no `with:` block. Adding one made this action fail to
# extract on the act_runner ("Cannot find module .../dist/index.js") while
# every bare checkout in the same run succeeded — see run 3027. Nothing
# here needs `fetch-depth: 0` anyway: the version check diffs two trees,
# and a tree diff needs both trees, not a common ancestor. A depth-1 fetch
# of main's tip is enough, and cheaper.
- uses: actions/checkout@v6
# Per-job, not in the image, per CI-runner's docs/process.md: "If only one
# project needs the dep, prefer that project installing it per-job in
# their workflow — at least until a second consumer arrives." Scribe is
# the only consumer today. Promotion into ci-python is filed as an issue
# on CI-runner rather than assumed here.
#
# jq is not optional for the smoke test: every hook exits at line 1
# without it, so the check would pass while exercising nothing.
- name: Install shell tooling
run: |
apt-get update -qq
apt-get install -y -qq --no-install-recommends jq shellcheck
# On main the comparison would be against itself, so only the syntax and
# pattern checks mean anything there.
- name: Check plugin hooks and manifest
run: |
if [ "${{ github.ref }}" = "refs/heads/main" ]; then
python3 scripts/check_plugin.py --no-version
else
git fetch --no-tags --depth=1 origin main:refs/remotes/origin/main
python3 scripts/check_plugin.py
fi
lint:
name: Python lint
runs-on: py3.12-node22
if: github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/v')
runs-on: python-ci
container:
image: git.fabledsword.com/bvandeusen/ci-python:3.14
steps:
- uses: actions/checkout@v6
- name: Install ruff
run: pip install --break-system-packages ruff
# ruff is pre-installed in the ci-python image — no install
# step needed, lint runs in ~2s.
- name: Lint
run: ruff check src/
run: ruff check src/ scripts/
# Design tokens: does the frontend's CSS agree with the stylesheet the
# design system generates? Fails only on an unresolvable var() reference —
# that count is at zero, so this is a ratchet rather than a backlog. The
# literal findings are printed, not gated; hundreds exist and a
# permanently-red job is one nobody reads.
#
# Stdlib only, no install, no network: the source of truth is theme.css,
# which is generated from the design system and committed.
- name: Design token check
run: python3 scripts/check_design_tokens.py --report-literals
# Dangling styles: an element whose classes have only modifier rules and
# no base — a deleted CSS rule that left its `:hover` behind. Two shipped
# this way (a link rendering as raw browser blue, a flex row whose parent
# was gone so every child stacked). Neither is visible to vue-tsc; a dead
# style typechecks perfectly. Reported, not gated — a bare wrapper is
# legitimate, so the signal is the count growing.
- name: Dangling style check
run: python3 scripts/check_dangling_styles.py
test:
name: Python tests
runs-on: py3.12-node22
if: github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/v')
runs-on: python-ci
container:
image: git.fabledsword.com/bvandeusen/ci-python:3.14
steps:
- uses: actions/checkout@v6
# Python 3.12 is pre-installed in the runner-base image (py3.12-node22).
- name: Cache pip wheels
uses: actions/cache@v3
- name: Cache uv packages
uses: actions/cache@v4
with:
path: ~/.cache/pip
key: pip-${{ hashFiles('pyproject.toml') }}
restore-keys: pip-
path: ~/.cache/uv
# Keyed on the LOCK, not pyproject: the lock is what determines the
# installed set now, and a pyproject edit that doesn't change
# resolution shouldn't throw the cache away.
key: uv-${{ hashFiles('uv.lock') }}
restore-keys: uv-
- name: Create virtual environment
run: python3.12 -m venv /opt/venv
# Installs exactly what uv.lock pins, and resolves nothing itself.
#
# This replaced `uv pip install -e ".[dev]"`, which resolved from the
# pyproject constraints and ignored the lock entirely. Every dependency
# floated: on 2026-07-28 mcp 2.0.0 shipped mid-session and turned `main`
# red with no repo change (issue #2194). Green CI has to mean "these exact
# versions passed", or it isn't evidence of anything.
#
# `--locked` also FAILS when uv.lock is stale against pyproject, so a
# dependency edit has to go through a deliberate `uv lock` — it can't
# arrive on its own. That check earned its place immediately: it caught
# that the lock had been missing `pgvector` entirely (added to pyproject,
# never re-locked), which the old install path had been silently papering
# over by resolving from pyproject instead.
- name: Install locked dependencies
env:
UV_PROJECT_ENVIRONMENT: /opt/venv
run: uv sync --locked --extra dev
- name: Install package with dev deps
# The hook-EXECUTION tests (test_write_path_trigger's nudge pair) run the
# real bash hook, which exits silently without jq — and those tests skip
# rather than fail when it's absent, so without this step they would
# quietly never be verified anywhere (ci-python ships without jq; same
# install the Plugin hooks job does).
- name: Install jq for hook execution tests
run: |
/opt/venv/bin/pip install --upgrade pip setuptools wheel
/opt/venv/bin/pip install --no-build-isolation http-ece
/opt/venv/bin/pip install -e ".[dev]"
apt-get update -qq
apt-get install -y -qq --no-install-recommends jq
- name: Run tests
run: /opt/venv/bin/python -m pytest tests/ -v
# Integration tests (real Postgres) run in the `integration` job below.
run: /opt/venv/bin/python -m pytest tests/ -q -m "not integration"
# Real-Postgres lane (family rule 6). Exercises the async SQLAlchemy connection
# path the unit stubs can't reach — the un-awaited execution_options regression
# that made every VACUUM report 0/6 lived here. Like `test`, it runs for
# visibility and does NOT gate the build.
#
# Job key stays separator-free ("integration"): act_runner derives the service-
# container name from the (truncated) job display name and the discovery step
# filters `docker ps` by it. Service hostnames aren't routable on this runner,
# so the step resolves the Postgres container's bridge IP. No `name:` on purpose.
integration:
if: github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/v')
runs-on: python-ci
container:
image: git.fabledsword.com/bvandeusen/ci-python:3.14
env:
# Config + the module engine read these at import time. DATABASE_URL itself
# is built from the discovered service IP in the run step.
SECRET_KEY: ci_integration_placeholder
services:
postgres:
# pgvector image so `alembic upgrade head` can run migration 0067
# (CREATE EXTENSION vector). PG17 — matches the prod/quickstart image.
image: pgvector/pgvector:pg17
env:
POSTGRES_USER: scribe
POSTGRES_PASSWORD: ci_integration
POSTGRES_DB: scribe_test
options: >-
--health-cmd "pg_isready -U scribe"
--health-interval 10s
--health-timeout 5s
--health-retries 10
steps:
- uses: actions/checkout@v6
# Same locked install as the unit lane — the two must agree on versions,
# or "unit green, integration red" stops being a signal about the code.
- name: Install locked dependencies
env:
UV_PROJECT_ENVIRONMENT: /opt/venv
run: uv sync --locked --extra dev
# Standing answers to the checks carried by rules 81 and 79 — two facts
# about THIS runner that conditional rules assert as fact, and that
# otherwise need a throwaway job to confirm (#3237). Printing them on
# every integration run makes the next rulebook sweep a log read.
# Rule 80's evidence is the container listing the next step already
# prints. Every command is guarded: a diagnostic that can break the lane
# it observes is worse than no diagnostic.
- name: Runner facts (rules 79 and 81)
run: |
echo "--- rule 81: which shell runs a run: step ---"
readlink -f /bin/sh || echo "/bin/sh: not a symlink"
ps -p $$ -o comm= || true
echo "--- rule 79: is a service reachable by its hostname yet? ---"
getent hosts postgres \
|| echo "no — 'postgres' does not resolve; the bridge-IP lookup is still required"
- name: Integration suite (resolve service IP, migrate, test)
run: |
set -eux
echo "=== container landscape (diagnostic for the name filter) ==="
docker ps -a --format '{{.ID}} {{.Image}} -> {{.Names}}'
PG=$(docker ps --filter "name=integration" --filter "ancestor=pgvector/pgvector:pg17" -q | head -n1)
test -n "$PG"
PG_IP=$(docker inspect -f '{{range .NetworkSettings.Networks}}{{.IPAddress}}{{end}}' "$PG")
test -n "$PG_IP"
export DATABASE_URL="postgresql+asyncpg://scribe:ci_integration@${PG_IP}:5432/scribe_test"
# Wait for Postgres to accept connections. The run: shell is dash
# (/bin/sh -> /usr/bin/dash on this Debian-based image, confirmed by
# the step above) — no bash /dev/tcp, so use Python.
/opt/venv/bin/python - "$PG_IP" <<'PY'
import socket, sys, time
for _ in range(30):
try:
socket.create_connection((sys.argv[1], 5432), timeout=2).close()
break
except OSError:
time.sleep(1)
else:
sys.exit("postgres did not become reachable")
PY
# Real migrations build the schema; the maintenance tests then run
# VACUUM (ANALYZE) and read pg_stat_user_tables against it.
/opt/venv/bin/alembic upgrade head
/opt/venv/bin/python -m pytest tests/ -v -m integration
build:
name: Build & push image
# `plugin` is deliberately NOT in needs. The plugin isn't in the image —
# installs fetch it from git — so gating the server image on a hook lint
# would couple two things that don't ship together, and blocking the build
# wouldn't un-publish a bad hook anyway: the push already did that. A failed
# `plugin` job still turns the whole run red, which is the signal that
# matters.
needs: [typecheck, lint, test]
# Build on dev branch pushes and version tag pushes only.
# main branch pushes run CI for safety but do not build —
# the release tag (v*) is the sole trigger for a production image.
if: |
github.event_name == 'push' &&
(github.ref == 'refs/heads/dev' || startsWith(github.ref, 'refs/tags/'))
runs-on: py3.12-node22
# Build on dev, main, and v* tag pushes. dev → :dev, main → :latest,
# tag → :latest + :<version>; every build also gets an immutable :<sha>.
if: github.ref == 'refs/heads/dev' || github.ref == 'refs/heads/main' || startsWith(github.ref, 'refs/tags/v')
runs-on: python-ci
container:
image: git.fabledsword.com/bvandeusen/ci-python:3.14
permissions:
contents: read
packages: write
steps:
- uses: actions/checkout@v6
with:
# Rule 149 asks for this on any job deriving the version NAME. The
# name here comes from HEAD's commit TIME, which a depth-1 clone
# already has — but the rule states it unconditionally because the
# failure it guards is silent (a too-low value, every lane green),
# and a later change to how the name is derived would inherit the
# landmine rather than the guard.
fetch-depth: 0
- name: Generate image tags and version
id: tags
# POSIX `case` instead of bash `[[ ]]` because act_runner invokes
# `sh -e` (dash on the ci-python:3.14 image, which has no bash on
# the default PATH for /bin/sh). Previous `[[ ]]` form failed
# silently — only the SHA tag got appended, so :dev / :latest
# never updated in the registry and the deployed stack kept
# pulling stale images. Verified via `[[: not found` lines in
# the runner log on commit 2a374d9.
run: |
TAGS="${{ env.IMAGE }}:${{ github.sha }}"
BUILD_VERSION="dev"
if [[ "${{ github.ref }}" == "refs/heads/dev" ]]; then
TAGS="$TAGS,${{ env.IMAGE }}:dev"
elif [[ "${{ github.ref }}" == refs/tags/* ]]; then
TAGS="$TAGS,${{ env.IMAGE }}:latest,${{ env.IMAGE }}:${{ github.ref_name }}"
BUILD_VERSION="${{ github.ref_name }}"
fi
# THREE VALUES, NEVER FOLDED TOGETHER (rule 149). Until 2026-08-31
# BUILD_VERSION was the CHANNEL — "dev" / "main" / the tag — so the
# image self-reported {"version":"main"}, a channel name where a
# build identifier belongs. That cost a debugging session: with the
# deploy misbehaving, nothing on the running instance could say
# which commit was serving it.
# 1. ORDERING KEY — BUILD time, monotonic by construction. Minutes
# since 2020-01-01. Never a commit count (not monotonic across
# branches) and never commit time (goes DOWN when an older
# commit is rebuilt).
BUILD_KEY=$(( ( $(date -u +%s) - 1577836800 ) / 60 ))
# 2. NAME — COMMIT time, so the same source reports the same string
# on every lane and the channel is the only thing that differs.
COMMIT_TS=$(git log --format=%ct -1 HEAD)
BUILD_NAME=$(date -u -d "@$COMMIT_TS" +%Y.%m.%d.%H%M)
# 3. CHANNEL — its own value. Never a suffix, never a segment.
CHANNEL="dev"
case "${{ github.ref }}" in
refs/heads/dev)
TAGS="$TAGS,${{ env.IMAGE }}:dev"
;;
refs/heads/main)
# main IS the production line: publish :latest (plus the :<sha>
# set above). No separate :main tag.
TAGS="$TAGS,${{ env.IMAGE }}:latest"
CHANNEL="stable"
;;
refs/tags/*)
TAGS="$TAGS,${{ env.IMAGE }}:latest,${{ env.IMAGE }}:${{ github.ref_name }}"
CHANNEL="stable"
;;
esac
echo "value=$TAGS" >> $GITHUB_OUTPUT
echo "build_version=$BUILD_VERSION" >> $GITHUB_OUTPUT
echo "build_name=$BUILD_NAME" >> $GITHUB_OUTPUT
echo "build_key=$BUILD_KEY" >> $GITHUB_OUTPUT
echo "channel=$CHANNEL" >> $GITHUB_OUTPUT
- name: Free disk space
# Self-hosted runner housekeeping. Two-step cleanup:
# 1. Prune dangling containers/images globally (stops the runner
# from accumulating cruft from past failed builds).
# 2. Trim the BuildKit layer cache to a 5GB ceiling so the pip
# mount cache survives but old intermediate layers don't
# accumulate indefinitely.
run: |
docker system prune -af || true
docker builder prune --keep-storage 5g -f || true
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v4
@@ -136,5 +428,21 @@ jobs:
with:
context: .
push: true
provenance: false
tags: ${{ steps.tags.outputs.value }}
build-args: BUILD_VERSION=${{ steps.tags.outputs.build_version }}
# All three, plus the commit — rule 145: the registry's identity for
# a build (:<sha>) and the artifact's identity for itself must
# agree, and they can only be checked against each other if the
# artifact says which commit it is.
build-args: |
BUILD_VERSION=${{ steps.tags.outputs.build_name }}
BUILD_KEY=${{ steps.tags.outputs.build_key }}
BUILD_CHANNEL=${{ steps.tags.outputs.channel }}
BUILD_COMMIT=${{ github.sha }}
# Registry-backed layer cache. Pull from :cache to prime
# BuildKit, push updated layers back to :cache so the next
# build starts warm even if the runner's local cache was
# pruned. `mode=max` exports all intermediate layers, not
# just the final image, which is what gives the ~80% speedup.
cache-from: type=registry,ref=${{ env.IMAGE }}:cache
cache-to: type=registry,ref=${{ env.IMAGE }}:cache,mode=max,ignore-error=true
+2
View File
@@ -23,6 +23,8 @@ settings.local.json
# Claude Code
.claude/
docs/superpowers/
docs/plans/
docs/specs/
# Environment
.env
+1
View File
@@ -0,0 +1 @@
1425947
+46 -14
View File
@@ -1,37 +1,69 @@
# syntax=docker/dockerfile:1
# Stage 1: Build Vue frontend
FROM node:22-alpine AS build-frontend
WORKDIR /build
COPY frontend/package.json frontend/package-lock.json* ./
RUN npm install -g npm@latest --quiet && npm install
RUN npm ci --quiet
COPY frontend/ .
RUN npm run build
# Stage 2: Python runtime
FROM python:3.12-slim AS runtime
# Tracks CI image (ci-python:3.14) so test results stay representative.
FROM python:3.14-slim AS runtime
WORKDIR /app
COPY pyproject.toml .
# Installed from uv.lock, exactly like CI (issue #2194). This used to be
# `COPY pyproject.toml .` + `pip install .`, which never even copied the lock:
# the shipped image resolved its own dependency set, so CI could be green on one
# set of versions while the published image ran another. On 2026-07-28 that
# class of drift turned `main` red when mcp 2.0.0 shipped mid-session.
RUN --mount=type=cache,target=/root/.cache/pip \
pip install --no-cache-dir uv
# Dependencies before source, so the expensive layer is cached on every build
# that doesn't change the lock.
COPY pyproject.toml uv.lock ./
RUN --mount=type=cache,target=/root/.cache/uv \
uv sync --locked --no-dev --no-install-project
COPY src/ src/
RUN pip install --no-cache-dir .
RUN --mount=type=cache,target=/root/.cache/uv \
uv sync --locked --no-dev
# Build the fable-mcp wheel so it can be served for download
COPY fable-mcp/ fable-mcp/
RUN pip install --no-cache-dir build hatchling \
&& python -m build --wheel ./fable-mcp --outdir /app/dist/ \
&& pip uninstall -y build \
&& rm -rf fable-mcp/ /root/.cache/pip
# uv sync installs into a project venv rather than the system interpreter, so
# alembic and hypercorn in CMD have to be found there.
ENV PATH="/app/.venv/bin:$PATH"
COPY --from=build-frontend /build/dist/ src/fabledassistant/static/
COPY --from=build-frontend /build/dist/ src/scribe/static/
COPY alembic.ini .
COPY alembic/ alembic/
# Ensure Python finds the source tree (where static files live) before site-packages
ENV PYTHONPATH=/app/src
# Version is injected at build time via --build-arg BUILD_VERSION=YY.MM.DD.N
# Falls back to "dev" for local / untagged builds
# THREE VALUES, NEVER FOLDED TOGETHER (rule 149), plus the commit.
#
# BUILD_VERSION is the NAME (YYYY.MM.DD.HHMM, from COMMIT time) — the same
# string on every lane for the same source, so it answers "is this the same
# code?" rather than "which lane built it?".
# BUILD_KEY is the ORDERING KEY (minutes since 2020-01-01, from BUILD time) —
# the only value anything may compare to decide what is newer.
# BUILD_CHANNEL is its own field. Never a suffix, never a segment of the name.
# BUILD_COMMIT lets the artifact's self-report be checked against the :<sha>
# it was published under (rule 145).
#
# Each defaults to empty rather than to a placeholder, EXCEPT the name: a
# local build genuinely has no ordering key or channel, and the endpoint says
# so by omitting them. Inventing values would make a local image claim a
# position in an update order it is not part of.
ARG BUILD_VERSION=dev
ARG BUILD_KEY=
ARG BUILD_CHANNEL=
ARG BUILD_COMMIT=
ENV APP_VERSION=$BUILD_VERSION
ENV APP_BUILD_KEY=$BUILD_KEY
ENV APP_CHANNEL=$BUILD_CHANNEL
ENV APP_COMMIT=$BUILD_COMMIT
EXPOSE 5000
CMD ["sh", "-c", "alembic upgrade head && hypercorn 'fabledassistant.app:create_app()' --bind 0.0.0.0:5000 --keep-alive 600"]
CMD ["sh", "-c", "alembic upgrade head && hypercorn 'scribe.app:create_app()' --bind 0.0.0.0:5000 --keep-alive 600"]
+10 -1
View File
@@ -1,4 +1,4 @@
.PHONY: build up down logs health migrate lint typecheck test fmt
.PHONY: build up down logs health migrate lint typecheck test fmt mint-plugin
# --- Docker ---
@@ -36,3 +36,12 @@ test:
# Run all checks in one shot (mirrors what CI does)
check: lint typecheck test
# --- Plugin ---
# Run this after changing anything under plugin/ or .claude-plugin/, BEFORE
# committing. The plugin ships straight from git with no build step, so its
# version is minted here rather than stamped by CI; the lane fails if you
# forget, but this is what makes remembering cheap.
mint-plugin:
python3 scripts/mint_plugin_version.py
+5 -8
View File
@@ -1,14 +1,14 @@
# Fabled Assistant
# Fabled Scribe
A self-hosted second brain and project management application with integrated LLM capabilities. Write, organise, and act on your notes and tasks with the help of a local AI assistant — all running on your own hardware.
A self-hosted work system-of-record for software projects, built to be driven by Claude Code. Notes, tasks, issues, projects, milestones, rules, and stored processes — reachable from Claude via a built-in MCP endpoint and a bundled Claude Code plugin, with a clean web UI for humans. No in-app LLM; Claude is the sole assistant.
## Features
Notes and tasks with a Markdown editor, sub-tasks, milestones, and kanban project workspaces. AI chat with streaming responses, RAG over your notes, and tool use (web search, calendar, weather). A daily briefing that digests your tasks, RSS feeds, and weather on a schedule. Knowledge graph, per-user/group sharing, PWA with push notifications, an MCP server for external AI clients, and an Android companion app.
Notes and tasks with a Markdown editor, sub-tasks, milestones, issues, and kanban project workspaces. Stored processes, an engineering rulebook system (with an inception step that decides what each project inherits), and semantic search with proactive knowledge-injection into Claude's context. A knowledge graph, per-user/group sharing, and a built-in MCP server (`/mcp`) plus a bundled Claude Code plugin so Claude can record and recall your work directly.
## Quick Start
**Prerequisites:** Docker and Docker Compose. 8 GB+ RAM recommended for LLM inference.
**Prerequisites:** Docker and Docker Compose. No GPU or local model needed — Claude is the sole assistant, reached over MCP.
Download [`docker-compose.quickstart.yml`](docker-compose.quickstart.yml) from this repo, then:
@@ -19,9 +19,7 @@ export SECRET_KEY=your-random-secret-here
docker compose -f docker-compose.quickstart.yml up -d
```
Open `http://localhost:5000`. The first user to register becomes admin. Go to **Settings → General** to pull an LLM model — `qwen3:8b` or `llama3.1:8b` are good starting points.
> **GPU:** Ollama runs CPU-only by default. See the comments in `docker-compose.quickstart.yml` to enable NVIDIA GPU passthrough.
Open `http://localhost:5000`. The first user to register becomes admin. To connect Claude, create an API key under **Settings → API Keys** and install the Claude Code plugin — see [API Keys & MCP](docs/api-keys-and-mcp.md).
> **Development:** To build from source, see [Development](docs/development.md).
@@ -36,7 +34,6 @@ Open `http://localhost:5000`. The first user to register becomes admin. Go to **
| [API Keys & MCP](docs/api-keys-and-mcp.md) | API key management and Fable MCP install guide |
| [SSO / OAuth](docs/sso-oauth.md) | OIDC setup for Authentik, Keycloak, and other providers |
| [API Reference](docs/api-reference.md) | All REST API endpoints |
| [Android App](docs/android-app.md) | Flutter companion app architecture and feature status |
## License
+2 -2
View File
@@ -4,8 +4,8 @@ from logging.config import fileConfig
from alembic import context
from sqlalchemy.ext.asyncio import create_async_engine
from fabledassistant.config import Config
from fabledassistant.models import Base
from scribe.config import Config
from scribe.models import Base
config = context.config
if config.config_file_name is not None:
@@ -0,0 +1,21 @@
"""Add 'cancelled' task status.
The status column is plain TEXT (not a PostgreSQL enum type), so no DDL
change is required — the application layer already accepts the new value.
"""
from alembic import op
revision = "0031"
down_revision = "0030"
branch_labels = None
depends_on = None
def upgrade() -> None:
# No-op: status is stored as TEXT; the new value is valid without DDL changes.
pass
def downgrade() -> None:
pass
@@ -0,0 +1,19 @@
"""Add started_at and completed_at to notes."""
from alembic import op
import sqlalchemy as sa
revision = "0032"
down_revision = "0031"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("notes", sa.Column("started_at", sa.DateTime(timezone=True), nullable=True))
op.add_column("notes", sa.Column("completed_at", sa.DateTime(timezone=True), nullable=True))
def downgrade() -> None:
op.drop_column("notes", "completed_at")
op.drop_column("notes", "started_at")
@@ -0,0 +1,30 @@
"""Add recurrence_rule and recurrence_next_spawn_at to notes."""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0033"
down_revision = "0032"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("notes", sa.Column("recurrence_rule", JSONB(), nullable=True))
op.add_column(
"notes",
sa.Column("recurrence_next_spawn_at", sa.DateTime(timezone=True), nullable=True),
)
op.create_index(
"ix_notes_recurrence_next_spawn_at",
"notes",
["recurrence_next_spawn_at"],
postgresql_where=sa.text("recurrence_next_spawn_at IS NOT NULL"),
)
def downgrade() -> None:
op.drop_index("ix_notes_recurrence_next_spawn_at", table_name="notes")
op.drop_column("notes", "recurrence_next_spawn_at")
op.drop_column("notes", "recurrence_rule")
@@ -0,0 +1,53 @@
"""Add user_profiles table for structured per-user preferences."""
import sqlalchemy as sa
from alembic import op
from sqlalchemy.dialects.postgresql import ARRAY, JSONB
revision = "0034"
down_revision = "0033"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"user_profiles",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"user_id",
sa.Integer(),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
unique=True,
),
sa.Column("display_name", sa.Text(), nullable=True),
sa.Column("job_title", sa.Text(), nullable=True),
sa.Column("industry", sa.Text(), nullable=True),
sa.Column("expertise_level", sa.Text(), nullable=True),
sa.Column("response_style", sa.Text(), nullable=True),
sa.Column("tone", sa.Text(), nullable=True),
sa.Column("interests", ARRAY(sa.Text()), nullable=True),
sa.Column("work_schedule", JSONB(), nullable=True),
sa.Column("learned_summary", sa.Text(), nullable=True),
sa.Column("observations_raw", JSONB(), nullable=True),
sa.Column("observations_updated_at", sa.DateTime(timezone=True), nullable=True),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.func.now(),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.func.now(),
nullable=False,
),
)
op.create_index("ix_user_profiles_user_id", "user_profiles", ["user_id"], unique=True)
def downgrade() -> None:
op.drop_index("ix_user_profiles_user_id", table_name="user_profiles")
op.drop_table("user_profiles")
@@ -0,0 +1,28 @@
"""Add rss_item_embeddings table for semantic news search."""
import sqlalchemy as sa
from alembic import op
from sqlalchemy.dialects.postgresql import JSONB
revision = "0035"
down_revision = "0034"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"rss_item_embeddings",
sa.Column("rss_item_id", sa.Integer(), sa.ForeignKey("rss_items.id", ondelete="CASCADE"), primary_key=True),
sa.Column("user_id", sa.Integer(), nullable=False),
sa.Column("embedding", JSONB(), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.func.now()),
)
op.create_index("ix_rss_item_embeddings_user_id", "rss_item_embeddings", ["user_id"])
op.create_index("ix_rss_item_embeddings_rss_item_id", "rss_item_embeddings", ["rss_item_id"])
def downgrade() -> None:
op.drop_index("ix_rss_item_embeddings_rss_item_id", table_name="rss_item_embeddings")
op.drop_index("ix_rss_item_embeddings_user_id", table_name="rss_item_embeddings")
op.drop_table("rss_item_embeddings")
@@ -0,0 +1,28 @@
"""Add note_type and metadata columns to notes table for entity types."""
import sqlalchemy as sa
from alembic import op
from sqlalchemy.dialects.postgresql import JSONB
revision = "0036"
down_revision = "0035"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"notes",
sa.Column("note_type", sa.Text(), nullable=False, server_default="note"),
)
op.add_column(
"notes",
sa.Column("metadata", JSONB(), nullable=True),
)
op.create_index("ix_notes_note_type", "notes", ["note_type"])
def downgrade() -> None:
op.drop_index("ix_notes_note_type", table_name="notes")
op.drop_column("notes", "metadata")
op.drop_column("notes", "note_type")
@@ -0,0 +1,29 @@
"""Add reminder_minutes and reminder_sent_at to events.
Revision ID: 0037
Revises: 0036
Create Date: 2026-04-04
"""
from __future__ import annotations
import sqlalchemy as sa
from alembic import op
revision = "0037"
down_revision = "0036"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("events", sa.Column("reminder_minutes", sa.Integer(), nullable=True))
op.add_column(
"events",
sa.Column("reminder_sent_at", sa.DateTime(timezone=True), nullable=True),
)
def downgrade() -> None:
op.drop_column("events", "reminder_sent_at")
op.drop_column("events", "reminder_minutes")
@@ -0,0 +1,34 @@
"""Add content_full and context_prepared caches to rss_items.
Revision ID: 0038
Revises: 0037
Create Date: 2026-04-13
"""
from __future__ import annotations
import sqlalchemy as sa
from alembic import op
revision = "0038"
down_revision = "0037"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("rss_items", sa.Column("content_full", sa.Text(), nullable=True))
op.add_column(
"rss_items",
sa.Column("context_prepared", sa.Text(), nullable=True),
)
op.add_column(
"rss_items",
sa.Column("content_fetched_at", sa.DateTime(timezone=True), nullable=True),
)
def downgrade() -> None:
op.drop_column("rss_items", "content_fetched_at")
op.drop_column("rss_items", "context_prepared")
op.drop_column("rss_items", "content_full")
@@ -0,0 +1,38 @@
"""Link rss_items to their discussion-summary note.
Revision ID: 0039
Revises: 0038
Create Date: 2026-04-14
"""
from __future__ import annotations
import sqlalchemy as sa
from alembic import op
revision = "0039"
down_revision = "0038"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"rss_items",
sa.Column("discussion_note_id", sa.BigInteger(), nullable=True),
)
op.create_foreign_key(
"fk_rss_items_discussion_note_id",
"rss_items",
"notes",
["discussion_note_id"],
["id"],
ondelete="SET NULL",
)
def downgrade() -> None:
op.drop_constraint(
"fk_rss_items_discussion_note_id", "rss_items", type_="foreignkey"
)
op.drop_column("rss_items", "discussion_note_id")
@@ -0,0 +1,26 @@
"""rename briefing_date to day_date and drop existing briefing conversations
Revision ID: 0040
Revises: 0039
Create Date: 2026-04-25
This is a hard-cut migration accompanying the Journal feature. The user
has accepted destruction of existing briefing data per the design spec.
"""
from alembic import op
revision = "0040"
down_revision = "0039"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute("DELETE FROM conversations WHERE conversation_type = 'briefing'")
op.alter_column("conversations", "briefing_date", new_column_name="day_date")
op.execute("DELETE FROM settings WHERE key = 'briefing_config'")
def downgrade() -> None:
op.alter_column("conversations", "day_date", new_column_name="briefing_date")
+128
View File
@@ -0,0 +1,128 @@
"""add moments + junction tables + moment embeddings
Revision ID: 0041
Revises: 0040
Create Date: 2026-04-25
People, Places, Tasks, and Notes all live in the `notes` table (distinguished
by note_type and is_task). The four junction tables FK to notes(id) but stay
separate so per-link-kind queries don't require a discriminator filter.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import ARRAY, JSONB
revision = "0041"
down_revision = "0040"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"moments",
sa.Column("id", sa.Integer, primary_key=True),
sa.Column(
"user_id",
sa.Integer,
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"conversation_id",
sa.Integer,
sa.ForeignKey("conversations.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column(
"source_message_id",
sa.Integer,
sa.ForeignKey("messages.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("day_date", sa.Date, nullable=False),
sa.Column("occurred_at", sa.DateTime(timezone=True), nullable=False),
sa.Column(
"recorded_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column("content", sa.Text, nullable=False),
sa.Column("raw_excerpt", sa.Text, nullable=True),
sa.Column(
"tags",
ARRAY(sa.Text),
nullable=False,
server_default=sa.text("'{}'::text[]"),
),
sa.Column(
"pinned",
sa.Boolean,
nullable=False,
server_default=sa.text("false"),
),
)
op.create_index("ix_moments_user_day", "moments", ["user_id", "day_date"])
op.create_index("ix_moments_user_occurred", "moments", ["user_id", "occurred_at"])
# Four junction tables, all FK to notes(id). Separate (vs. one merged
# table with a discriminator) so per-kind queries don't need a filter.
for table_name, fk_col in [
("moment_people", "person_id"),
("moment_places", "place_id"),
("moment_tasks", "task_id"),
("moment_notes", "note_id"),
]:
op.create_table(
table_name,
sa.Column(
"moment_id",
sa.Integer,
sa.ForeignKey("moments.id", ondelete="CASCADE"),
primary_key=True,
),
sa.Column(
fk_col,
sa.Integer,
sa.ForeignKey("notes.id", ondelete="CASCADE"),
primary_key=True,
),
)
op.create_index(f"ix_{table_name}_{fk_col}", table_name, [fk_col])
op.create_table(
"moment_embeddings",
sa.Column(
"moment_id",
sa.Integer,
sa.ForeignKey("moments.id", ondelete="CASCADE"),
primary_key=True,
),
sa.Column("user_id", sa.Integer, nullable=False),
sa.Column("embedding", JSONB, nullable=False),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
)
op.create_index("ix_moment_embeddings_user", "moment_embeddings", ["user_id"])
def downgrade() -> None:
op.drop_index("ix_moment_embeddings_user", table_name="moment_embeddings")
op.drop_table("moment_embeddings")
for table_name, fk_col in [
("moment_notes", "note_id"),
("moment_tasks", "task_id"),
("moment_places", "place_id"),
("moment_people", "person_id"),
]:
op.drop_index(f"ix_{table_name}_{fk_col}", table_name=table_name)
op.drop_table(table_name)
op.drop_index("ix_moments_user_occurred", table_name="moments")
op.drop_index("ix_moments_user_day", table_name="moments")
op.drop_table("moments")
+36
View File
@@ -0,0 +1,36 @@
"""drop RSS infrastructure (tables + leftover briefing settings)
Revision ID: 0042
Revises: 0041
Create Date: 2026-04-26
Hard-cut removal of the RSS feature. Drops rss_feeds, rss_items,
rss_item_reactions, rss_item_embeddings, and clears the leftover
briefing-era settings rows that referenced RSS topic preferences.
"""
from alembic import op
revision = "0042"
down_revision = "0041"
branch_labels = None
depends_on = None
def upgrade() -> None:
# Drop in dependency order — children first.
op.execute("DROP TABLE IF EXISTS rss_item_embeddings CASCADE")
op.execute("DROP TABLE IF EXISTS rss_item_reactions CASCADE")
op.execute("DROP TABLE IF EXISTS rss_items CASCADE")
op.execute("DROP TABLE IF EXISTS rss_feeds CASCADE")
op.execute(
"DELETE FROM settings WHERE key IN "
"('rss_enabled', 'briefing_include_topics', 'briefing_exclude_topics')"
)
def downgrade() -> None:
# No downgrade — this is a destructive cleanup. The original RSS tables
# would have to be recreated by replaying migrations 0026, 0028, 0035,
# 0038, 0039 manually (and the data would not come back).
raise NotImplementedError("RSS feature is permanently removed in 0042")
@@ -0,0 +1,73 @@
"""replace events.end_dt with duration_minutes (Fable #160)
Revision ID: 0043
Revises: 0042
Create Date: 2026-04-29
Structural fix for the "end before start" bug class observed on prod
2026-04-29: an event landed with end_dt 32 days before start_dt due
to a tool-call mishap, then disappeared from upcoming-list filters.
Storing duration instead of end_dt makes the invalid state
inexpressible at the schema level (duration_minutes >= 0).
Backfill rules:
- end_dt valid (end_dt > start_dt) → duration_minutes = total minutes
- end_dt == start_dt → duration_minutes = 0 (zero-duration point)
- end_dt NULL OR end_dt < start_dt → duration_minutes = NULL (corrupt
or open-ended; treated as a point event from here on)
Existing API consumers continue to receive `end_dt` in responses — the
field is now derived from `start_dt + duration_minutes` in
``Event.to_dict()`` rather than stored.
"""
from alembic import op
import sqlalchemy as sa
revision = "0043"
down_revision = "0042"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"events",
sa.Column("duration_minutes", sa.Integer(), nullable=True),
)
op.create_check_constraint(
"events_duration_minutes_non_negative",
"events",
"duration_minutes IS NULL OR duration_minutes >= 0",
)
# Backfill: convert valid end_dt into a minute count; leave NULL for
# corrupt or absent end_dt. Bad rows (end_dt <= start_dt) collapse
# cleanly to point events instead of forcing a recovery guess.
op.execute(
"""
UPDATE events
SET duration_minutes = CAST(
EXTRACT(EPOCH FROM (end_dt - start_dt)) / 60 AS INTEGER
)
WHERE end_dt IS NOT NULL AND end_dt >= start_dt
"""
)
op.drop_column("events", "end_dt")
def downgrade() -> None:
op.add_column(
"events",
sa.Column("end_dt", sa.DateTime(timezone=True), nullable=True),
)
# Restore end_dt = start_dt + duration_minutes minutes for rows that
# had a duration. NULL duration → NULL end_dt (point event).
op.execute(
"""
UPDATE events
SET end_dt = start_dt + (duration_minutes || ' minutes')::interval
WHERE duration_minutes IS NOT NULL
"""
)
op.drop_constraint("events_duration_minutes_non_negative", "events")
op.drop_column("events", "duration_minutes")
@@ -0,0 +1,48 @@
"""add note.description and note.consolidated_at
Revision ID: 0044
Revises: 0043
Create Date: 2026-05-13
Adds two columns to the ``notes`` table to support the task-as-durable-record
design (spec 2026-05-13):
- ``description``: user-stated goal / initial context. Meaningful when
``is_task=true``; left NULL on knowledge notes.
- ``consolidated_at``: timestamp of the most recent auto-summary pass. NULL
until the first consolidation runs.
Backfill: for existing tasks we copy ``body`` into ``description`` so the
user's original goal text is preserved when ``body`` is later overwritten by
the auto-summary pipeline. The brief duplication window between
``body`` and ``description`` is harmless and resolves on the first
consolidation pass.
"""
from alembic import op
import sqlalchemy as sa
revision = "0044"
down_revision = "0043"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("notes", sa.Column("description", sa.Text(), nullable=True))
op.add_column(
"notes",
sa.Column("consolidated_at", sa.DateTime(timezone=True), nullable=True),
)
# is_task is a Python property (status IS NOT NULL); there's no DB column
# of that name. Backfill description from body for everything that
# qualifies as a task at the model layer.
op.execute(
"UPDATE notes SET description = body "
"WHERE status IS NOT NULL AND body IS NOT NULL"
)
def downgrade() -> None:
op.drop_column("notes", "consolidated_at")
op.drop_column("notes", "description")
@@ -0,0 +1,35 @@
"""add pin_kind and pin_label to note_versions
Revision ID: 0045
Revises: 0044
Create Date: 2026-05-13
Two additive columns on note_versions to support tiered retention:
- pin_kind: NULL (rolling autosave), 'auto' (system-declared via stability
scan), 'manual' (user-declared with optional commit-note label).
- pin_label: NULL for rolling. Auto-generated for 'auto'; user-supplied
for 'manual' (may be NULL).
No backfill — every existing row stays rolling. The auto-pin scan
(services/version_pinning_scheduler.py, daily 03:00 UTC) will catch up on
the first scheduled run after deploy.
"""
from alembic import op
import sqlalchemy as sa
revision = "0045"
down_revision = "0044"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("note_versions", sa.Column("pin_kind", sa.Text(), nullable=True))
op.add_column("note_versions", sa.Column("pin_label", sa.Text(), nullable=True))
def downgrade() -> None:
op.drop_column("note_versions", "pin_label")
op.drop_column("note_versions", "pin_kind")
@@ -0,0 +1,103 @@
"""generation_tool_log: per-turn tool-call telemetry
Revision ID: 0046
Revises: 0045
Create Date: 2026-05-21
Captures one row per assistant turn, recording which tools the model
could have used, which it attempted, which fired successfully, and
which failed (with error details). The empirical surface for
evaluating model swaps and answering "does model X actually fire
record_moment when it should?" without relying on anecdote.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import ARRAY, JSONB
revision = "0046"
down_revision = "0045"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"generation_tool_log",
sa.Column("id", sa.Integer, primary_key=True),
sa.Column(
"user_id",
sa.Integer,
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"conv_id",
sa.Integer,
sa.ForeignKey("conversations.id", ondelete="CASCADE"),
nullable=False,
),
# SET NULL (not CASCADE) so the telemetry row survives if the
# underlying assistant message is later deleted — we want to keep
# the per-turn outcome record for retrospective analysis.
sa.Column(
"assistant_message_id",
sa.Integer,
sa.ForeignKey("messages.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("model", sa.Text, nullable=False),
sa.Column("think_enabled", sa.Boolean, nullable=False),
sa.Column(
"tools_available",
ARRAY(sa.Text),
nullable=False,
server_default=sa.text("'{}'::text[]"),
),
sa.Column(
"tools_attempted",
ARRAY(sa.Text),
nullable=False,
server_default=sa.text("'{}'::text[]"),
),
sa.Column(
"tools_succeeded",
ARRAY(sa.Text),
nullable=False,
server_default=sa.text("'{}'::text[]"),
),
# JSONB array of {name, error} objects so failed-tool details are
# queryable without a separate failure table.
sa.Column(
"tools_failed",
JSONB,
nullable=False,
server_default=sa.text("'[]'::jsonb"),
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
)
# Common query: "recent tool outcomes for this user, filterable by model."
op.create_index(
"ix_generation_tool_log_user_created",
"generation_tool_log",
["user_id", sa.text("created_at DESC")],
)
# Per-conversation lookup for the journal page's own retrospection.
op.create_index(
"ix_generation_tool_log_conv",
"generation_tool_log",
["conv_id"],
)
def downgrade() -> None:
op.drop_index("ix_generation_tool_log_conv", table_name="generation_tool_log")
op.drop_index(
"ix_generation_tool_log_user_created", table_name="generation_tool_log"
)
op.drop_table("generation_tool_log")
@@ -0,0 +1,38 @@
"""reset voice_tts_voice and voice_tts_blend settings for piper migration
Revision ID: 0047
Revises: 0046
Create Date: 2026-05-22
The TTS backend swapped from kokoro to piper. Kokoro voice IDs
(`af_heart`, `am_adam`, etc.) don't map to piper voice files
(`en_US-amy-medium`, etc.) and there's no sensible auto-translation.
Clear the stored voice selection so every user falls back to the piper
default the next time they synthesize.
`voice_tts_blend` goes away entirely — piper has no voice-blending
equivalent. The TTS service accepts the field for backward compat but
ignores it; clearing the rows makes the DB match reality.
Both settings re-default cleanly on read, so this migration just deletes
the rows without backfilling anything.
"""
from alembic import op
revision = "0047"
down_revision = "0046"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute(
"DELETE FROM settings WHERE key IN ('voice_tts_voice', 'voice_tts_blend')"
)
def downgrade() -> None:
# No-op. The deleted settings just re-default on read; restoring the
# kokoro IDs wouldn't help anyway since kokoro is gone.
pass
@@ -0,0 +1,47 @@
"""conversations.last_curator_run_at — tracks scheduler progress per-conversation
Revision ID: 0048
Revises: 0047
Create Date: 2026-05-22
Phase 2 of the conversation+curator architecture (Fable #172). The
scheduler runs every 15 minutes and processes any journal conversation
with messages newer than its `last_curator_run_at` timestamp. NULL
means "never run; process all of today on first sweep."
"""
from alembic import op
import sqlalchemy as sa
revision = "0048"
down_revision = "0047"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"conversations",
sa.Column(
"last_curator_run_at",
sa.DateTime(timezone=True),
nullable=True,
),
)
# Indexed because the scheduler's selection query is
# WHERE conversation_type='journal' AND (last_curator_run_at IS NULL OR ...)
# which benefits from a partial index narrowed to journal rows.
op.create_index(
"ix_conversations_journal_last_curator",
"conversations",
["last_curator_run_at"],
postgresql_where=sa.text("conversation_type = 'journal'"),
)
def downgrade() -> None:
op.drop_index(
"ix_conversations_journal_last_curator",
table_name="conversations",
)
op.drop_column("conversations", "last_curator_run_at")
@@ -0,0 +1,36 @@
"""conversations.curator_summary — feeds curator output back to the chat model
Revision ID: 0049
Revises: 0048
Create Date: 2026-05-22
Phase 3 of the conversation+curator architecture (Fable #172). The
curator's final summary line (≤ 240 chars) is persisted here so the
NEXT chat turn can include it in the system prompt. This is the
feedback loop that closes the architecture — without it, the chat
model has no awareness of what the curator extracted, and conversations
risk circling back to topics already captured.
NULL means "no curator pass has produced a summary yet." The chat
pipeline reads this column when building the journal system prompt;
missing column = no injection, no failure.
"""
from alembic import op
import sqlalchemy as sa
revision = "0049"
down_revision = "0048"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"conversations",
sa.Column("curator_summary", sa.Text, nullable=True),
)
def downgrade() -> None:
op.drop_column("conversations", "curator_summary")
@@ -0,0 +1,27 @@
"""drop stored think_enabled rows — setting was removed
Revision ID: 0050
Revises: 0049
Create Date: 2026-05-23
The `think_enabled` user setting was retired with the chat+curator
architecture: chat has tools=[] and curator hardcodes think=False, so
the toggle was dead weight. Any rows already in `settings` for that
key are now unread by the app; this migration clears them.
"""
from alembic import op
revision = "0050"
down_revision = "0049"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute("DELETE FROM settings WHERE key = 'think_enabled'")
def downgrade() -> None:
# No-op. The setting is dead; restoring NULL rows wouldn't help.
pass
@@ -0,0 +1,98 @@
"""pending_curator_actions — curator-proposed mutations awaiting user approval
Revision ID: 0051
Revises: 0050
Create Date: 2026-05-23
Architecture: the curator runs unattended and can be confidently wrong.
Additive operations (create_*, record_moment, log_work, save_person)
land directly because adds are easily undone. Mutating operations
(update_*, delete_*) are proposed to this table instead — the user
sees them in a "Needs Review" panel and approves or rejects each one.
A proposed action stores:
- The action type (`update_task`, `delete_note`, etc.) — drives which
handler gets re-executed on approval.
- The target id + type for display ("update task 42", "delete note 17").
- The proposed arguments (`payload`) — what the curator wanted to do.
- A snapshot of the target's state at proposal time (`current_snapshot`)
— so the review UI can render a real before/after diff even if other
work modified the entity since.
- The status (`pending` / `approved` / `rejected`) and review timestamp.
Approval replays the original tool call via execute_tool with
authority="user" so the request bypasses the curator interceptor and
just runs.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0051"
down_revision = "0050"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"pending_curator_actions",
sa.Column("id", sa.Integer, primary_key=True),
sa.Column(
"user_id",
sa.Integer,
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"conv_id",
sa.Integer,
sa.ForeignKey("conversations.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("action_type", sa.Text, nullable=False),
sa.Column("target_type", sa.Text, nullable=True),
sa.Column("target_id", sa.Integer, nullable=True),
sa.Column("target_label", sa.Text, nullable=True),
sa.Column("payload", JSONB, nullable=False, server_default=sa.text("'{}'::jsonb")),
sa.Column(
"current_snapshot",
JSONB,
nullable=False,
server_default=sa.text("'{}'::jsonb"),
),
sa.Column(
"status",
sa.Text,
nullable=False,
server_default=sa.text("'pending'"),
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column("reviewed_at", sa.DateTime(timezone=True), nullable=True),
sa.CheckConstraint(
"status IN ('pending', 'approved', 'rejected')",
name="pending_curator_actions_status_check",
),
)
# Pending-only index — the Needs Review panel fetches "user's pending"
# constantly, history rows just accumulate.
op.create_index(
"ix_pending_curator_actions_user_pending",
"pending_curator_actions",
["user_id", sa.text("created_at DESC")],
postgresql_where=sa.text("status = 'pending'"),
)
def downgrade() -> None:
op.drop_index(
"ix_pending_curator_actions_user_pending",
table_name="pending_curator_actions",
)
op.drop_table("pending_curator_actions")
@@ -0,0 +1,33 @@
"""clear note_embeddings for fastembed swap
Revision ID: 0052
Revises: 0051
Create Date: 2026-05-26
Embeddings stored in `note_embeddings.embedding` (JSONB) were generated by
Ollama's nomic-embed-text model (768-dim). The fastembed swap uses
BAAI/bge-small-en-v1.5 (384-dim). Mixed-dim vectors would break the
Python-side cosine similarity (length mismatch), so we wipe the table.
The startup hook `services.embeddings.backfill_note_embeddings` regenerates
everything at the new dimension on next boot. There's no column-type change
because the column is JSONB — dimensionless on the storage side.
Downgrade is the same operation: a fresh deployment of the prior code would
backfill with the old model. No data is lost that the next boot won't restore.
"""
from alembic import op
revision = "0052"
down_revision = "0051"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute("DELETE FROM note_embeddings")
def downgrade() -> None:
op.execute("DELETE FROM note_embeddings")
@@ -0,0 +1,82 @@
"""drop chat / journal / push / curator / weather tables
Revision ID: 0053
Revises: 0052
Create Date: 2026-05-27
Phase 9 of the MCP-first pivot. The Python models for these tables were
deleted in Phase 8 (commit 91bafb6); this migration drops the orphan
SQL tables and cleans up dead per-user setting rows.
Hard-cutover: existing rows in these tables are discarded. The
accompanying spec at docs/superpowers/specs/2026-05-26-mcp-first-pivot-design.md
explicitly accepted this loss.
"""
from alembic import op
revision = "0053"
down_revision = "0052"
branch_labels = None
depends_on = None
# Order: junction tables first so the parent tables don't trip FK drops
# even with CASCADE — keeps the migration readable.
_DEAD_TABLES = [
# Moments + junction tables (journal entity links)
"moment_notes",
"moment_tasks",
"moment_places",
"moment_people",
"moment_embeddings",
"moments",
# Chat / generation telemetry
"generation_tool_log",
"messages",
"conversations",
# Curator approval queue
"pending_curator_actions",
# Push notifications
"push_subscriptions",
# Weather cache (journal-prep background fetcher)
"weather_cache",
# Legacy RSS-item embeddings (pre-MCP pivot, briefly experimented with)
"rss_item_embeddings",
]
# Specific setting keys to drop. Anything matching the LIKE patterns in
# upgrade() is also nuked; the explicit list catches one-off keys that
# don't fit the namespaced patterns.
_DEAD_SETTING_KEYS = [
"default_model",
"background_model",
"assistant_name",
"auto_consolidate_tasks",
"chat_retention_days",
"think_enabled",
"rag_default_scope",
]
def upgrade() -> None:
for table in _DEAD_TABLES:
op.execute(f"DROP TABLE IF EXISTS {table} CASCADE")
keys_csv = ",".join(f"'{k}'" for k in _DEAD_SETTING_KEYS)
op.execute(
"DELETE FROM settings WHERE "
"key LIKE 'voice_%' OR "
"key LIKE 'journal_%' OR "
"key LIKE 'briefing_%' OR "
"key LIKE 'curator_%' OR "
f"key IN ({keys_csv})"
)
def downgrade() -> None:
raise NotImplementedError(
"No downgrade — hard cutover per the MCP-first pivot spec. "
"Rolling back is not supported at the database layer."
)
+26
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@@ -0,0 +1,26 @@
"""drop image_cache table
Revision ID: 0054
Revises: 0053
Create Date: 2026-05-27
The image cache was wired into the LLM image-search tool (removed in Phase 8).
With no producer or consumer left, the table is dropped here.
"""
from alembic import op
revision = "0054"
down_revision = "0053"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute("DROP TABLE IF EXISTS image_cache CASCADE")
def downgrade() -> None:
raise NotImplementedError(
"No downgrade — hard cutover per the MCP-first pivot spec."
)
+153
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@@ -0,0 +1,153 @@
"""rulebook tables: rulebooks, rulebook_topics, rules, project_rulebook_subscriptions
Revision ID: 0055
Revises: 0054
Create Date: 2026-05-27
Adds the Scribe Rulebook hierarchy as a fourth top-level entity, sibling
to Project. Rules carry a structural (statement, why, how_to_apply)
triple. Projects subscribe to Rulebooks (many-to-many). See the design
doc at docs/superpowers/specs/2026-05-27-scribe-rulebook-design.md.
"""
from alembic import op
import sqlalchemy as sa
revision = "0055"
down_revision = "0054"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"rulebooks",
sa.Column("id", sa.BigInteger, primary_key=True),
sa.Column(
"owner_user_id",
sa.BigInteger,
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("title", sa.Text, nullable=False),
sa.Column("description", sa.Text),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
)
op.create_index("ix_rulebooks_owner", "rulebooks", ["owner_user_id"])
op.create_table(
"rulebook_topics",
sa.Column("id", sa.BigInteger, primary_key=True),
sa.Column(
"rulebook_id",
sa.BigInteger,
sa.ForeignKey("rulebooks.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("title", sa.Text, nullable=False),
sa.Column("description", sa.Text),
sa.Column(
"order_index", sa.Integer, nullable=False, server_default="0",
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.UniqueConstraint("rulebook_id", "title", name="uq_topic_per_rulebook"),
)
op.create_index(
"ix_rulebook_topics_rulebook", "rulebook_topics", ["rulebook_id"],
)
op.create_table(
"rules",
sa.Column("id", sa.BigInteger, primary_key=True),
sa.Column(
"topic_id",
sa.BigInteger,
sa.ForeignKey("rulebook_topics.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("title", sa.Text, nullable=False),
sa.Column("statement", sa.Text, nullable=False),
sa.Column("why", sa.Text),
sa.Column("how_to_apply", sa.Text),
sa.Column(
"order_index", sa.Integer, nullable=False, server_default="0",
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.UniqueConstraint("topic_id", "title", name="uq_rule_per_topic"),
)
op.create_index("ix_rules_topic", "rules", ["topic_id"])
op.create_table(
"project_rulebook_subscriptions",
sa.Column(
"project_id",
sa.BigInteger,
sa.ForeignKey("projects.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"rulebook_id",
sa.BigInteger,
sa.ForeignKey("rulebooks.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.PrimaryKeyConstraint("project_id", "rulebook_id"),
)
op.create_index(
"ix_project_rulebook_subs_rulebook",
"project_rulebook_subscriptions",
["rulebook_id"],
)
def downgrade() -> None:
op.drop_index(
"ix_project_rulebook_subs_rulebook",
table_name="project_rulebook_subscriptions",
)
op.drop_table("project_rulebook_subscriptions")
op.drop_index("ix_rules_topic", table_name="rules")
op.drop_table("rules")
op.drop_index("ix_rulebook_topics_rulebook", table_name="rulebook_topics")
op.drop_table("rulebook_topics")
op.drop_index("ix_rulebooks_owner", table_name="rulebooks")
op.drop_table("rulebooks")
+35
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"""task_kind column on notes: distinguishes plan-tasks from work-tasks
Revision ID: 0056
Revises: 0055
Create Date: 2026-05-28
A plan is a Task (a note with non-null status) marked task_kind='plan'.
The CHECK constraint lands in the same migration as the value set, per the
'new CHECK-enum values need a same-change migration' rule.
"""
from alembic import op
import sqlalchemy as sa
revision = "0056"
down_revision = "0055"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"notes",
sa.Column(
"task_kind", sa.Text(), nullable=False, server_default="work",
),
)
op.create_check_constraint(
"notes_task_kind_check", "notes", "task_kind IN ('work','plan')",
)
def downgrade() -> None:
op.drop_constraint("notes_task_kind_check", "notes", type_="check")
op.drop_column("notes", "task_kind")
+38
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@@ -0,0 +1,38 @@
"""soft-delete: deleted_at + deleted_batch_id on 7 tables
Revision ID: 0057
Revises: 0056
Create Date: 2026-05-28
Recoverable deletes: each soft-deletable table gains a nullable deleted_at
timestamp (NULL = live) and a deleted_batch_id (text UUID) stamped per delete
operation so a cascaded delete restores as a unit. A daily cron purges rows
past the retention window.
"""
from alembic import op
import sqlalchemy as sa
revision = "0057"
down_revision = "0056"
branch_labels = None
depends_on = None
_TABLES = (
"notes", "events", "projects", "milestones",
"rulebooks", "rulebook_topics", "rules",
)
def upgrade() -> None:
for t in _TABLES:
op.add_column(t, sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True))
op.add_column(t, sa.Column("deleted_batch_id", sa.Text(), nullable=True))
op.create_index(f"ix_{t}_deleted_at", t, ["deleted_at"])
def downgrade() -> None:
for t in reversed(_TABLES):
op.drop_index(f"ix_{t}_deleted_at", table_name=t)
op.drop_column(t, "deleted_batch_id")
op.drop_column(t, "deleted_at")
@@ -0,0 +1,39 @@
"""rulebook always_on flag
Revision ID: 0058
Revises: 0057
Create Date: 2026-06-01
Adds a boolean `always_on` to the `rulebooks` table. Rules from rulebooks
flagged always_on are loaded at session start by the new
`list_always_on_rules` MCP tool — they apply regardless of which project
(if any) is in scope. Seeds the FabledSword family rulebook to always_on
because that's the cross-project standards rulebook by design.
"""
from alembic import op
import sqlalchemy as sa
revision = "0058"
down_revision = "0057"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"rulebooks",
sa.Column(
"always_on",
sa.Boolean(),
nullable=False,
server_default=sa.text("false"),
),
)
op.execute(
"UPDATE rulebooks SET always_on = TRUE WHERE title = 'FabledSword family'"
)
def downgrade() -> None:
op.drop_column("rulebooks", "always_on")
@@ -0,0 +1,49 @@
"""project-scoped rules
Revision ID: 0059
Revises: 0058
Create Date: 2026-06-01
Rules can now belong to either a rulebook topic (cross-project standard) or
a single project (project-scoped). Adds `rules.project_id`, makes `topic_id`
nullable, and adds a CHECK constraint enforcing exactly-one. The previous
unique constraint on (topic_id, title) still applies because PostgreSQL
treats NULL as distinct — two project-scoped rules with the same title and
NULL topic_id remain unique.
"""
from alembic import op
import sqlalchemy as sa
revision = "0059"
down_revision = "0058"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"rules",
sa.Column(
"project_id",
sa.BigInteger(),
sa.ForeignKey("projects.id", ondelete="CASCADE"),
nullable=True,
),
)
op.alter_column("rules", "topic_id", nullable=True)
op.create_index("ix_rules_project_id", "rules", ["project_id"])
op.create_check_constraint(
"ck_rule_topic_xor_project",
"rules",
"(topic_id IS NULL) <> (project_id IS NULL)",
)
def downgrade() -> None:
op.drop_constraint("ck_rule_topic_xor_project", "rules", type_="check")
op.drop_index("ix_rules_project_id", table_name="rules")
# Any rule with NULL topic_id will block re-tightening. Operator must
# migrate or delete project-scoped rules before downgrading.
op.alter_column("rules", "topic_id", nullable=False)
op.drop_column("rules", "project_id")
@@ -0,0 +1,73 @@
"""project rule + topic suppressions
Revision ID: 0060
Revises: 0059
Create Date: 2026-06-01
Lets a project mute specific rules or whole topics from rulebooks it
subscribes to, without unsubscribing the rulebook. Two pure many-to-many
association tables; FKs CASCADE so removing a project / rule / topic
cleans the suppression rows automatically.
"""
from alembic import op
import sqlalchemy as sa
revision = "0060"
down_revision = "0059"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"project_rule_suppressions",
sa.Column(
"project_id",
sa.BigInteger(),
sa.ForeignKey("projects.id", ondelete="CASCADE"),
primary_key=True,
nullable=False,
),
sa.Column(
"rule_id",
sa.BigInteger(),
sa.ForeignKey("rules.id", ondelete="CASCADE"),
primary_key=True,
nullable=False,
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
)
op.create_table(
"project_topic_suppressions",
sa.Column(
"project_id",
sa.BigInteger(),
sa.ForeignKey("projects.id", ondelete="CASCADE"),
primary_key=True,
nullable=False,
),
sa.Column(
"topic_id",
sa.BigInteger(),
sa.ForeignKey("rulebook_topics.id", ondelete="CASCADE"),
primary_key=True,
nullable=False,
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
)
def downgrade() -> None:
op.drop_table("project_topic_suppressions")
op.drop_table("project_rule_suppressions")
@@ -0,0 +1,49 @@
"""partial-unique topic/rule titles (ignore soft-deleted rows)
Revision ID: 0061
Revises: 0060
Create Date: 2026-06-02
Topics and rules are soft-deleted (SoftDeleteMixin), but uq_topic_per_rulebook
and uq_rule_per_topic were plain UNIQUE constraints. Trashing a topic/rule
named "X" then creating a new "X" — or restoring into a reused title slot —
collided with the dead row and raised an unhandled 500. Replace the full
UNIQUE constraints with partial unique indexes that only consider live
(deleted_at IS NULL) rows.
"""
from alembic import op
import sqlalchemy as sa
revision = "0061"
down_revision = "0060"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.drop_constraint("uq_topic_per_rulebook", "rulebook_topics", type_="unique")
op.create_index(
"uq_topic_per_rulebook",
"rulebook_topics",
["rulebook_id", "title"],
unique=True,
postgresql_where=sa.text("deleted_at IS NULL"),
)
op.drop_constraint("uq_rule_per_topic", "rules", type_="unique")
op.create_index(
"uq_rule_per_topic",
"rules",
["topic_id", "title"],
unique=True,
postgresql_where=sa.text("deleted_at IS NULL"),
)
def downgrade() -> None:
op.drop_index("uq_rule_per_topic", table_name="rules")
op.create_unique_constraint("uq_rule_per_topic", "rules", ["topic_id", "title"])
op.drop_index("uq_topic_per_rulebook", table_name="rulebook_topics")
op.create_unique_constraint(
"uq_topic_per_rulebook", "rulebook_topics", ["rulebook_id", "title"]
)
@@ -0,0 +1,41 @@
"""drop dead UserProfile curator columns
Revision ID: 0062
Revises: 0061
Create Date: 2026-06-02
learned_summary, observations_raw, and observations_updated_at were written by
the curator/LLM-profile machinery removed in the Phase-8 MCP pivot. Nothing has
populated them since; the profile API returned permanently-empty fields. Drop
the columns.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects import postgresql
revision = "0062"
down_revision = "0061"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.drop_column("user_profiles", "learned_summary")
op.drop_column("user_profiles", "observations_raw")
op.drop_column("user_profiles", "observations_updated_at")
def downgrade() -> None:
op.add_column(
"user_profiles",
sa.Column("observations_updated_at", sa.DateTime(timezone=True), nullable=True),
)
op.add_column(
"user_profiles",
sa.Column("observations_raw", postgresql.JSONB(), nullable=True),
)
op.add_column(
"user_profiles",
sa.Column("learned_summary", sa.Text(), nullable=True),
)
@@ -0,0 +1,34 @@
"""drop dead Project.auto_summary columns
Revision ID: 0063
Revises: 0062
Create Date: 2026-06-03
auto_summary + summary_updated_at were written by generate_project_summary
(Ollama), removed in the MCP pivot. Nothing has populated them since; the
field was stale-or-NULL. Drop the columns.
"""
from alembic import op
import sqlalchemy as sa
revision = "0063"
down_revision = "0062"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.drop_column("projects", "auto_summary")
op.drop_column("projects", "summary_updated_at")
def downgrade() -> None:
op.add_column(
"projects",
sa.Column("summary_updated_at", sa.DateTime(timezone=True), nullable=True),
)
op.add_column(
"projects",
sa.Column("auto_summary", sa.Text(), nullable=True),
)
+58
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@@ -0,0 +1,58 @@
"""repo -> project bindings
Revision ID: 0064
Revises: 0063
Create Date: 2026-06-10
Maps a git repository (by its normalized remote, `repo_key`) to the Scribe
project it represents, so the SessionStart hook can resolve the active project
from the working repo instead of a project id pinned in plugin config. FKs
CASCADE so deleting a user or project removes the stale binding automatically.
"""
from alembic import op
import sqlalchemy as sa
revision = "0064"
down_revision = "0063"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"repo_bindings",
sa.Column("id", sa.BigInteger(), primary_key=True, autoincrement=True),
sa.Column(
"user_id",
sa.BigInteger(),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"project_id",
sa.BigInteger(),
sa.ForeignKey("projects.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("repo_key", sa.Text(), nullable=False),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.Column(
"updated_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.UniqueConstraint("user_id", "repo_key", name="uq_repo_bindings_user_repo"),
)
op.create_index("ix_repo_bindings_user_id", "repo_bindings", ["user_id"])
def downgrade() -> None:
op.drop_index("ix_repo_bindings_user_id", table_name="repo_bindings")
op.drop_table("repo_bindings")
+103
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@@ -0,0 +1,103 @@
"""issues + systems: task_kind=issue, systems, record_systems, arose_from_id
Revision ID: 0065
Revises: 0064
Create Date: 2026-06-14
Adds the corrective-work 'issue' task_kind (same-change CHECK expand per the
'new CHECK-enum values need a same-change migration' rule), a per-project
self-describing System entity, a many-to-many record<->system join (any
note/task/issue), and an issue->originating-task provenance FK.
"""
from alembic import op
import sqlalchemy as sa
revision = "0065"
down_revision = "0064"
branch_labels = None
depends_on = None
def upgrade() -> None:
# 1. task_kind gains 'issue' (corrective work). DROP+ADD the CHECK in the
# same change that introduces the value.
op.drop_constraint("notes_task_kind_check", "notes", type_="check")
op.create_check_constraint(
"notes_task_kind_check", "notes", "task_kind IN ('work','plan','issue')",
)
# 2. Provenance: an issue can point back at the task/feature it arose from.
# Distinct from parent_id (sub-task hierarchy).
op.add_column("notes", sa.Column("arose_from_id", sa.Integer(), nullable=True))
op.create_foreign_key(
"fk_notes_arose_from_id", "notes", "notes",
["arose_from_id"], ["id"], ondelete="SET NULL",
)
op.create_index("ix_notes_arose_from_id", "notes", ["arose_from_id"])
# 3. systems: per-project, reusable, self-describing subsystem/area.
op.create_table(
"systems",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"user_id", sa.Integer(),
sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False,
),
sa.Column(
"project_id", sa.Integer(),
sa.ForeignKey("projects.id", ondelete="CASCADE"), nullable=False,
),
sa.Column("name", sa.Text(), nullable=False, server_default=""),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("color", sa.Text(), nullable=True),
sa.Column("status", sa.Text(), nullable=False, server_default="active"),
sa.Column("order_index", sa.Integer(), nullable=False, server_default="0"),
sa.Column(
"created_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column(
"updated_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("deleted_batch_id", sa.Text(), nullable=True),
)
op.create_index("ix_systems_project_id", "systems", ["project_id"])
op.create_check_constraint(
"systems_status_check", "systems", "status IN ('active','archived')",
)
# 4. record_systems: M2M join — any note/task/issue <-> system.
op.create_table(
"record_systems",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"note_id", sa.Integer(),
sa.ForeignKey("notes.id", ondelete="CASCADE"), nullable=False,
),
sa.Column(
"system_id", sa.Integer(),
sa.ForeignKey("systems.id", ondelete="CASCADE"), nullable=False,
),
sa.Column(
"created_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.UniqueConstraint("note_id", "system_id", name="uq_record_systems_note_system"),
)
op.create_index("ix_record_systems_note_id", "record_systems", ["note_id"])
op.create_index("ix_record_systems_system_id", "record_systems", ["system_id"])
def downgrade() -> None:
op.drop_table("record_systems")
op.drop_table("systems")
op.drop_index("ix_notes_arose_from_id", table_name="notes")
op.drop_constraint("fk_notes_arose_from_id", "notes", type_="foreignkey")
op.drop_column("notes", "arose_from_id")
op.drop_constraint("notes_task_kind_check", "notes", type_="check")
op.create_check_constraint(
"notes_task_kind_check", "notes", "task_kind IN ('work','plan')",
)
+32
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@@ -0,0 +1,32 @@
"""milestone-as-plan-container: milestones.body holds the plan/design
Revision ID: 0066
Revises: 0065
Create Date: 2026-06-14
T3 of plan #819. The milestone becomes the plan container: its `body` holds
the design/intent/purpose (markdown), `description` stays the one-liner, and
individual steps live as first-class child tasks (milestone_id) instead of
checkboxes crammed into a kind=plan task body. start_planning is reworked to
create a milestone instead of a kind=plan task (hard retirement going forward;
the 'plan' task_kind enum value stays valid so the historical plan-tasks are
left readable in place — no body-shredding backfill).
Schema change is just one nullable column; no data migration.
"""
from alembic import op
import sqlalchemy as sa
revision = "0066"
down_revision = "0065"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("milestones", sa.Column("body", sa.Text(), nullable=True))
def downgrade() -> None:
op.drop_column("milestones", "body")
@@ -0,0 +1,73 @@
"""pgvector: note_embeddings.embedding JSONB -> vector(384) + HNSW index
Revision ID: 0067
Revises: 0066
Create Date: 2026-06-22
Moves semantic search off the full-table Python cosine scan onto a native
pgvector column so ranking + top-k run as an indexed `ORDER BY embedding <=> :q
LIMIT k` in Postgres (see services/embeddings.semantic_search_notes).
Requires a Postgres image that bundles the `vector` extension — the stack moved
from postgres:16-alpine to pgvector/pgvector:pg16 in the same change (compose +
CI). `CREATE EXTENSION IF NOT EXISTS vector` below is the in-db half.
Embeddings are DERIVED data (regenerated from note text by
backfill_note_embeddings at startup), so this migration is free to drop any row
it can't cleanly convert: only rows whose stored JSONB array is exactly 384-dim
are carried over (guarding against stale vectors from an earlier model — the
same mixed-dim hazard _cosine_similarity defended against). Dropped rows are
re-embedded on next boot.
"""
from alembic import op
revision = "0067"
down_revision = "0066"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute("CREATE EXTENSION IF NOT EXISTS vector")
# New native-vector column, populated only from cleanly-convertible rows.
# A JSONB array like [0.1, 0.2, ...] renders to text that is exactly
# pgvector's input literal, so (embedding::text)::vector is a direct cast.
op.execute("ALTER TABLE note_embeddings ADD COLUMN embedding_vec vector(384)")
op.execute(
"""
UPDATE note_embeddings
SET embedding_vec = (embedding::text)::vector
WHERE jsonb_array_length(embedding) = 384
"""
)
# Stale-dim rows (couldn't convert) are derived data — drop and let the
# startup backfill regenerate them at the current dimension.
op.execute("DELETE FROM note_embeddings WHERE embedding_vec IS NULL")
op.execute("ALTER TABLE note_embeddings ALTER COLUMN embedding_vec SET NOT NULL")
op.execute("ALTER TABLE note_embeddings DROP COLUMN embedding")
op.execute("ALTER TABLE note_embeddings RENAME COLUMN embedding_vec TO embedding")
# HNSW index for cosine distance — matches Vector.cosine_distance (`<=>`).
op.execute(
"""
CREATE INDEX ix_note_embeddings_embedding_hnsw
ON note_embeddings
USING hnsw (embedding vector_cosine_ops)
"""
)
def downgrade() -> None:
# Back to JSONB. pgvector renders a vector to a text literal that is a valid
# JSON array, so the reverse cast is symmetric. The `vector` extension is
# intentionally left installed (other objects may depend on it; dropping an
# extension is the riskier, rarely-wanted direction).
op.execute("DROP INDEX IF EXISTS ix_note_embeddings_embedding_hnsw")
op.execute("ALTER TABLE note_embeddings ADD COLUMN embedding_json jsonb")
op.execute("UPDATE note_embeddings SET embedding_json = (embedding::text)::jsonb")
op.execute("ALTER TABLE note_embeddings ALTER COLUMN embedding_json SET NOT NULL")
op.execute("ALTER TABLE note_embeddings DROP COLUMN embedding")
op.execute("ALTER TABLE note_embeddings RENAME COLUMN embedding_json TO embedding")
+60
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@@ -0,0 +1,60 @@
"""retrieval_logs: per-call semantic-retrieval telemetry for KB-injection tuning
Revision ID: 0068
Revises: 0067
Create Date: 2026-06-22
One row per semantic-retrieval call (MCP search tool, REST search route, and —
once it lands — the title-first auto-inject path). Captures the effective query
params and the score distribution of the results so the similarity threshold
and top-k can be tuned from real usage. FK-free on user_id (mirrors app_logs):
telemetry should outlive the row it describes.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0068"
down_revision = "0067"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"retrieval_logs",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"created_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column("user_id", sa.Integer(), nullable=True),
sa.Column("source", sa.Text(), nullable=False),
sa.Column("query", sa.Text(), nullable=True),
sa.Column("threshold", sa.Float(), nullable=True),
sa.Column("limit_n", sa.Integer(), nullable=True),
sa.Column("project_id", sa.Integer(), nullable=True),
sa.Column("is_task", sa.Boolean(), nullable=True),
sa.Column("result_count", sa.Integer(), nullable=False, server_default="0"),
sa.Column("top_score", sa.Float(), nullable=True),
sa.Column("min_score", sa.Float(), nullable=True),
sa.Column("result_ids", JSONB(), nullable=False, server_default=sa.text("'[]'::jsonb")),
sa.Column("duration_ms", sa.Float(), nullable=True),
)
op.create_index("ix_retrieval_logs_created_at", "retrieval_logs", ["created_at"])
op.create_index("ix_retrieval_logs_user_id", "retrieval_logs", ["user_id"])
op.create_index("ix_retrieval_logs_source", "retrieval_logs", ["source"])
op.create_index(
"ix_retrieval_logs_source_created_at",
"retrieval_logs",
["source", sa.text("created_at DESC")],
)
def downgrade() -> None:
op.drop_index("ix_retrieval_logs_source_created_at", table_name="retrieval_logs")
op.drop_index("ix_retrieval_logs_source", table_name="retrieval_logs")
op.drop_index("ix_retrieval_logs_user_id", table_name="retrieval_logs")
op.drop_index("ix_retrieval_logs_created_at", table_name="retrieval_logs")
op.drop_table("retrieval_logs")
@@ -0,0 +1,82 @@
"""drop events table + notes.metadata column (retire calendar + entity surfaces)
Revision ID: 0069
Revises: 0068
Create Date: 2026-07-19
The personal-assistant surfaces (calendar/events + CalDAV, and the typed
person/place/list entities that stored structured fields in notes.metadata)
were removed when Scribe narrowed to a Claude-Code work system-of-record.
This migration drops their storage:
- the `events` table (all calendar/CalDAV data)
- the `notes.metadata` (entity_meta) JSONB column — it only ever held
person/place/list structured fields. The `note_type` column STAYS: it
also distinguishes 'process' notes.
- orphan CalDAV settings rows (nothing reads them after the removal)
Downgrade recreates the table + column structure at its pre-removal shape.
The dropped data itself is not recoverable.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0069"
down_revision = "0068"
branch_labels = None
depends_on = None
def upgrade() -> None:
# Entity metadata column (person/place/list structured fields). The
# note_type column is intentionally kept — it also marks 'process' notes.
op.drop_column("notes", "metadata")
# Calendar / CalDAV storage. Dropping the table drops its indexes + the
# duration CHECK constraint with it.
op.drop_table("events")
# Orphan CalDAV integration settings — no code reads them post-removal.
op.execute("DELETE FROM settings WHERE key LIKE 'caldav%'")
def downgrade() -> None:
# Recreate the events table at its pre-removal schema (empty — the data is
# gone). Mirrors the model as of 0037 (reminders) + 0043 (duration_minutes)
# + 0057 (soft-delete columns/index).
op.create_table(
"events",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column("user_id", sa.Integer(),
sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False),
sa.Column("project_id", sa.Integer(),
sa.ForeignKey("projects.id", ondelete="SET NULL"), nullable=True),
sa.Column("uid", sa.Text(), nullable=False),
sa.Column("title", sa.Text(), nullable=False, server_default=""),
sa.Column("start_dt", sa.DateTime(timezone=True), nullable=False),
sa.Column("duration_minutes", sa.Integer(), nullable=True),
sa.Column("all_day", sa.Boolean(), nullable=False, server_default=sa.false()),
sa.Column("description", sa.Text(), nullable=False, server_default=""),
sa.Column("location", sa.Text(), nullable=False, server_default=""),
sa.Column("caldav_uid", sa.Text(), nullable=False, server_default=""),
sa.Column("color", sa.Text(), nullable=False, server_default=""),
sa.Column("recurrence", sa.Text(), nullable=True),
sa.Column("reminder_minutes", sa.Integer(), nullable=True),
sa.Column("reminder_sent_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True),
nullable=False, server_default=sa.func.now()),
sa.Column("updated_at", sa.DateTime(timezone=True),
nullable=False, server_default=sa.func.now()),
sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("deleted_batch_id", sa.Text(), nullable=True),
sa.CheckConstraint(
"duration_minutes IS NULL OR duration_minutes >= 0",
name="events_duration_minutes_non_negative",
),
)
op.create_index("ix_events_deleted_at", "events", ["deleted_at"])
# Re-add the entity metadata column.
op.add_column("notes", sa.Column("metadata", JSONB(), nullable=True))
+60
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@@ -0,0 +1,60 @@
"""add notes.data JSONB — queryable structured fields for typed records
Revision ID: 0070
Revises: 0069
Create Date: 2026-07-26
Snippets (note_type='snippet') carry structured fields — name, language,
signature, and a list of canonical locations (repo · path · symbol). Those were
stored as a markdown body-convention, which reads well and feeds the embedding
but cannot be QUERIED: answering "which snippets live in this file?" meant
scanning every snippet and regexing its body.
This adds a general `data` JSONB column plus a GIN index, so those fields become
indexable. The body stays exactly as it was — it is still the human-readable
form and still what gets embedded. `data` is a queryable mirror of the same
facts, not a replacement, and the code itself is deliberately NOT copied into it
(the body already holds it; duplicating a blob to index fields around it would
be waste).
Relationship to 0069: that migration DROPPED `notes.metadata`, a JSONB column
which only ever held person/place/list entity fields, when those surfaces were
removed. This is not a revival of it — different name, different purpose, and
nothing reads the old shape. The column is named `data` rather than `metadata`
because `metadata` collides with SQLAlchemy's declarative `Base.metadata`, which
is why the old model had to map an awkward `entity_metadata` attribute onto it.
Nullable with no backfill, deliberately: rows written before this migration keep
working because the service falls back to parsing the body when `data` is
absent. That means no migration deadline and no risk of a backfill mangling a
hand-edited body.
Downgrade drops the index and the column. Any structured fields it held remain
recoverable from the body convention, which is the same source they mirror.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0070"
down_revision = "0069"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("notes", sa.Column("data", JSONB, nullable=True))
# GIN supports containment (`data @> '{"locations":[{"repo":"x"}]}'`), which
# covers exact repo/path/symbol and language lookups. Path PREFIX matching
# ("everything under frontend/src/") is not an index-served operation here
# and still filters after the fact — acceptable while snippet counts are
# small, and a generated column is the escape hatch if that changes.
op.create_index(
"ix_notes_data_gin", "notes", ["data"], postgresql_using="gin",
)
def downgrade() -> None:
op.drop_index("ix_notes_data_gin", table_name="notes")
op.drop_column("notes", "data")
@@ -0,0 +1,72 @@
"""add note_usage_events — did anyone actually open what we surfaced?
Revision ID: 0071
Revises: 0070
Create Date: 2026-07-28
`retrieval_logs` records what the ranker returned and with what scores, which is
the right substrate for tuning a similarity threshold. It cannot answer the
different question the snippet corpus needs: was a surfaced snippet ever pulled
in full? A snippet nobody opens still competes for the injection budget on every
turn, so the surfaced:pulled ratio is what makes dead weight visible.
Two reasons this is its own table rather than columns on `notes` or rows in
`retrieval_logs`:
- Counters on `notes` would answer "how many" but not "when, from where, and
by which arm" — and the place arm vs semantic arm comparison is precisely
what was missing (the write-path place arm surfaced snippets while leaving
no trace anywhere).
- Folding un-scored surfacing into `retrieval_logs` would corrupt the score
distribution that table exists to capture. Location hits have no score.
Grain is one row per note per event, which is what the per-snippet readout needs
and what `retrieval_logs.result_ids` (a JSONB array, one row per *call*) cannot
be indexed at.
FK-free on note_id and user_id, matching retrieval_logs and app_logs: telemetry
should outlive what it describes. Deleting a note must not erase the evidence
that it was surfaced forty times and opened none.
Downgrade drops the table outright. The data is purely observational — nothing
reads it for correctness, so losing it costs history and no behavior.
"""
from alembic import op
import sqlalchemy as sa
revision = "0071"
down_revision = "0070"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"note_usage_events",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column("user_id", sa.Integer(), nullable=True),
sa.Column("note_id", sa.Integer(), nullable=False),
sa.Column("event", sa.Text(), nullable=False),
sa.Column("source", sa.Text(), nullable=False),
)
# Every readout is "these note ids, split by event", so the composite is the
# one that actually gets used; the others serve pruning and per-user views.
op.create_index(
"ix_note_usage_note_event", "note_usage_events", ["note_id", "event"]
)
op.create_index("ix_note_usage_created_at", "note_usage_events", ["created_at"])
op.create_index("ix_note_usage_user_id", "note_usage_events", ["user_id"])
def downgrade() -> None:
op.drop_index("ix_note_usage_user_id", table_name="note_usage_events")
op.drop_index("ix_note_usage_created_at", table_name="note_usage_events")
op.drop_index("ix_note_usage_note_event", table_name="note_usage_events")
op.drop_table("note_usage_events")
+138
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@@ -0,0 +1,138 @@
"""design systems + tokens, and the project pointer
Revision ID: 0072
Revises: 0071
Create Date: 2026-07-30
Makes the design system a first-class record instead of prose in a rulebook: a
named set of tokens with an optional parent, so a family system holds the house
style and an app system holds only what it changes.
`design_systems.parent_id` is the whole model. It replaces both an `always_on`
flag (a family system is one with no parent) and a subscription join table (a
project points at ONE system, and the chain supplies the rest), which is less
schema than the rulebook shape it mirrors.
Two deliberate choices worth stating here rather than leaving to be re-derived:
- **`design_tokens.value_by_mode` is JSONB keyed by mode**, not `value_light` +
`value_dark` columns. In a child system an unset mode means "inherit"; in a
root it would mean "not mode-dependent", and as columns both are NULL and
indistinguishable. As a map, resolution is a dict merge at every level with
no special case for roots — and a third mode (high-contrast, print) is data
rather than a schema change. The cost is that a typo'd mode key is not
rejected by the database. Nothing filters tokens by value in SQL, so the
queryability the columns would have bought is for a query no caller makes.
(Named `value_by_mode` rather than `values`, which is reserved in SQL.)
- **`group_name` is free text, not a CHECK enum.** Groupings are each design
system's own vocabulary; a whitelist would bake one install's kit into the
schema. No CHECK is introduced anywhere in this migration.
`parent_id` and `projects.design_system_id` are both ON DELETE SET NULL. Deleting
a family system must orphan its children into roots that still hold their own
overrides, not cascade away every app system that inherited from it; deleting a
system a project points at must unstyle that project, not delete it.
Downgrade drops both tables and the column. Any design system defined this way
is lost — this is the migration that introduces the concept, so there is no
earlier representation to fall back to.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0072"
down_revision = "0071"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"design_systems",
sa.Column("id", sa.BigInteger(), primary_key=True),
sa.Column(
"owner_user_id", sa.BigInteger(),
sa.ForeignKey("users.id", ondelete="CASCADE"), nullable=False,
),
sa.Column("title", sa.Text(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column(
"parent_id", sa.BigInteger(),
sa.ForeignKey("design_systems.id", ondelete="SET NULL"), nullable=True,
),
sa.Column(
"created_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column(
"updated_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("deleted_batch_id", sa.Text(), nullable=True),
)
op.create_index(
"ix_design_systems_owner_user_id", "design_systems", ["owner_user_id"]
)
op.create_index("ix_design_systems_parent_id", "design_systems", ["parent_id"])
op.create_table(
"design_tokens",
sa.Column("id", sa.BigInteger(), primary_key=True),
sa.Column(
"design_system_id", sa.BigInteger(),
sa.ForeignKey("design_systems.id", ondelete="CASCADE"), nullable=False,
),
sa.Column("name", sa.Text(), nullable=False),
# NOT NULL with a '{}' default: a nullable JSONB column has two empty
# states (SQL NULL and JSON null) and every reader has to test for both.
sa.Column(
"value_by_mode", JSONB,
nullable=False, server_default=sa.text("'{}'::jsonb"),
),
sa.Column("group_name", sa.Text(), nullable=True),
sa.Column("purpose", sa.Text(), nullable=True),
sa.Column("order_index", sa.Integer(), nullable=False, server_default="0"),
sa.Column(
"created_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column(
"updated_at", sa.DateTime(timezone=True), nullable=False,
server_default=sa.text("now()"),
),
sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("deleted_batch_id", sa.Text(), nullable=True),
)
op.create_index(
"ix_design_tokens_design_system_id", "design_tokens", ["design_system_id"]
)
# Partial unique: a name is unique among LIVE tokens in a system. Two live
# rows with the same name are a duplicate definition and the cascade would
# pick between them arbitrarily; a trashed row must not block reusing its
# name.
op.create_index(
"uq_token_per_design_system", "design_tokens", ["design_system_id", "name"],
unique=True, postgresql_where=sa.text("deleted_at IS NULL"),
)
op.add_column(
"projects", sa.Column("design_system_id", sa.BigInteger(), nullable=True)
)
op.create_foreign_key(
"fk_projects_design_system_id", "projects", "design_systems",
["design_system_id"], ["id"], ondelete="SET NULL",
)
def downgrade() -> None:
op.drop_constraint("fk_projects_design_system_id", "projects", type_="foreignkey")
op.drop_column("projects", "design_system_id")
op.drop_index("uq_token_per_design_system", table_name="design_tokens")
op.drop_index("ix_design_tokens_design_system_id", table_name="design_tokens")
op.drop_table("design_tokens")
op.drop_index("ix_design_systems_parent_id", table_name="design_systems")
op.drop_index("ix_design_systems_owner_user_id", table_name="design_systems")
op.drop_table("design_systems")
@@ -0,0 +1,55 @@
"""design_tokens.supersedes — the literals a token should be used instead of
Revision ID: 0073
Revises: 0072
Create Date: 2026-07-30
Records what a prohibition was actually trying to say.
A design rulebook writes "pure white #FFFFFF is NEVER used as text color". That
sentence has no row in a table of tokens, because a design system stores what
things ARE — which looked like a gap in the model and was really a sentence
written backwards. The positive fact is "text is Parchment", and the useful
record is the mapping from the literal someone would otherwise write to the
token they should write instead.
So `supersedes` is a JSONB array of literal values, e.g. `["#fff", "#ffffff"]`
on a text-on-action token. A finding built from it can say what to write, not
merely what not to.
It must be DECLARED rather than derived. `#fff` and Parchment `#E8E4D8` are
different colours, so no value-matching rule could ever have connected them —
which is exactly why the prohibition felt unrepresentable until it was turned
around.
Consumed by the source lint that reads component CSS, not by the drift panel:
these literals are in the components, which the panel cannot see.
NOT NULL with a `'[]'` default, matching `value_by_mode` — a nullable JSONB
column has two empty states and every reader has to test for both.
Downgrade drops the column; the declarations are lost, which costs the lint its
input and nothing else.
"""
from alembic import op
import sqlalchemy as sa
from sqlalchemy.dialects.postgresql import JSONB
revision = "0073"
down_revision = "0072"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"design_tokens",
sa.Column(
"supersedes", JSONB, nullable=False, server_default=sa.text("'[]'::jsonb")
),
)
def downgrade() -> None:
op.drop_column("design_tokens", "supersedes")
+44
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@@ -0,0 +1,44 @@
"""central prose on a design system, and rationale on a token
Revision ID: 0074
Revises: 0073
Create Date: 2026-07-31
The operator's shape for #254: prose doesn't live as one-offs, it lives centrally
on the system. Two fields rather than one per category:
design_systems.guidance the narrative a token table cannot hold — aesthetic,
voice and tone, what is deliberately out of scope.
Markdown, free-form.
design_tokens.rationale WHY this token is this value, which is a different
question from `purpose` (what it is FOR). "Success
equals Moss, aligned by design" is a rationale;
"page bg, deepest surface" is a purpose.
Free-form rather than a column per category on purpose. A schema with `voice`,
`aesthetic` and `scope` columns would bake one rulebook's table of contents into
every install (rule #115), and the next install's design system would have three
empty columns and nowhere to put what it actually cares about.
Both nullable: a design system with no prose at all is complete, not a draft.
Downgrade drops both columns and the prose with them.
"""
from alembic import op
import sqlalchemy as sa
revision = "0074"
down_revision = "0073"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("design_systems", sa.Column("guidance", sa.Text(), nullable=True))
op.add_column("design_tokens", sa.Column("rationale", sa.Text(), nullable=True))
def downgrade() -> None:
op.drop_column("design_tokens", "rationale")
op.drop_column("design_systems", "guidance")
@@ -0,0 +1,47 @@
"""retire the two settings that designated a design source for the app itself
Revision ID: 0075
Revises: 0074
Create Date: 2026-08-03
Two keys, retired for the same reason a week apart, so they go in one change
rather than one migration each:
design_rulebook_id which rulebook described how this app should look
ui_design_system_id which design system this app's own UI was built from
Both named a design source for THE RUNNING INSTALL. The design surface is for
the projects an install tracks, and a project already carries its own pointer
(`projects.design_system_id`) — so an install-wide designation had nothing left
to mean. `ui_design_system_id` was introduced by this same migration's first
draft and never reached a deployed database; it is listed here rather than
undone by an 0076 that would reverse a change nobody ran.
Deleting settings rows by key is safe in a way dropping a column is not — the
table is free-form key/value, so an install that never designated one simply has
no row to delete.
Downgrade cannot restore what it never recorded, so it is a no-op rather than a
lie: the pointer lives on the project now, and always did for anyone who set it
there.
"""
from alembic import op
import sqlalchemy as sa
revision = "0075"
down_revision = "0074"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.execute(
sa.text(
"DELETE FROM settings "
"WHERE key IN ('design_rulebook_id', 'ui_design_system_id')"
)
)
def downgrade() -> None:
pass
+115
View File
@@ -0,0 +1,115 @@
"""note_supersessions; drop the never-written notes.consolidated_at
Revision ID: 0076
Revises: 0075
Create Date: 2026-08-07
Step 1 of milestone #278. Structure only — nothing reads or writes the new
table yet, and nothing behaves differently after this runs.
## What the table is for
Old records outrank newer ones on the same subject, because a similarity score
cannot tell time. A note that accurately described how something worked in June
is still accurate ABOUT June; it is just no longer the answer. Nothing recorded
that, so nothing could act on it.
The claim points FORWARD — the newer record names what it overtakes — because
the older one cannot know it has been overtaken. Many-to-many and partial: a
note may supersede parts of several others and be overtaken piecemeal by
several later ones, which is why this is a table rather than a column. Both
directions are queried: `superseded_id` answers "has this been overtaken?" at
ranking time, `superseder_id` answers "what does this replace?" in a record
view. An array column could serve one and not the other.
CASCADE on both sides is safe because trashing is not a delete: `trash_svc`
stamps `deleted_at`, so a trashed note keeps its claims and `restore` brings
them back. The cascade fires only on `purge_trash`, where the row genuinely
goes — and a claim about a row that no longer exists is not actionable.
## What is being dropped, and why now
`notes.consolidated_at` was written by NOTHING — no service, no route, no tool
— while being serialised into every note and task payload as `null`. It cost a
column, a line in every response, and worse: it IMPLIED a capability. A reader
reasonably concludes notes can be consolidated and this records when.
That reading was reasonable precisely because merge/unmerge exists for snippets
and not for notes, so the column looked like the notes-side half of that
feature, modelled and abandoned.
It is dropped rather than repurposed for supersession, and the distinction is
the point (#2483): consolidation folds several records into one survivor and
destroys the originals. Merging two snippets is lossless — one helper, several
call sites. Folding two dev-logs means writing a summary and losing what each
actually said. Supersession is the opposite act: both records survive, and the
older one is merely ranked behind. Smuggling one in under a column named for
the other would have buried that difference in schema.
## Downgrade
Re-adds `consolidated_at` nullable, which is how it lived — so downgrade
restores the shape, not the (nonexistent) data. Drops the table; any recorded
supersession claims are lost, which costs ranking its input and nothing else,
since no note's own content depends on them.
"""
import sqlalchemy as sa
from alembic import op
revision = "0076"
down_revision = "0075"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"note_supersessions",
sa.Column("id", sa.Integer, primary_key=True),
sa.Column(
"superseder_id",
sa.Integer,
sa.ForeignKey("notes.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"superseded_id",
sa.Integer,
sa.ForeignKey("notes.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
server_default=sa.text("now()"),
nullable=False,
),
sa.UniqueConstraint(
"superseder_id", "superseded_id", name="uq_note_supersessions_pair"
),
# Declaring that a note supersedes ITSELF is meaningless, and under flat
# demotion it would demote a record on its own authority. Refused in the
# service too, with a message — this is the backstop that holds when
# something writes rows directly.
sa.CheckConstraint(
"superseder_id <> superseded_id", name="ck_note_supersessions_not_self"
),
)
op.create_index(
"ix_note_supersessions_superseder", "note_supersessions", ["superseder_id"]
)
op.create_index(
"ix_note_supersessions_superseded", "note_supersessions", ["superseded_id"]
)
op.drop_column("notes", "consolidated_at")
def downgrade() -> None:
op.add_column(
"notes",
sa.Column("consolidated_at", sa.DateTime(timezone=True), nullable=True),
)
op.drop_index("ix_note_supersessions_superseded", table_name="note_supersessions")
op.drop_index("ix_note_supersessions_superseder", table_name="note_supersessions")
op.drop_table("note_supersessions")
@@ -0,0 +1,54 @@
"""Chunked embeddings: one note_embeddings row per chunk (#280)
Revision ID: 0077
Revises: 0076
Create Date: 2026-08-09
The embedding model reads at most 512 tokens and fastembed truncates the rest
silently, so the old one-row-per-note shape permanently lost everything past
~400 words of a record. A note now stores one row per chunk of
`embeddings.chunk_document`: PK (note_id, chunk_index), plus the chunk's text
(inspectability + future "matched section" surfacing) and the chunker version
that produced it (so later shape changes re-embed by version comparison
instead of repeating this wipe).
Embeddings are DERIVED data (0067 precedent): rows are cleared here and the
startup backfill regenerates the whole corpus at the new shape on next boot.
The HNSW index is untouched — it indexes chunk rows exactly as it indexed
note rows.
"""
from alembic import op
revision = "0077"
down_revision = "0076"
branch_labels = None
depends_on = None
def upgrade() -> None:
# Derived data — the version-aware startup backfill re-embeds everything
# at the chunked shape. Old whole-document rows would be indistinguishable
# from properly-chunked single-chunk notes, so they cannot be carried over.
op.execute("DELETE FROM note_embeddings")
# Empty table, so NOT NULL columns need no defaults and the PK swap is
# instant.
op.execute("ALTER TABLE note_embeddings ADD COLUMN chunk_index integer NOT NULL")
op.execute("ALTER TABLE note_embeddings ADD COLUMN chunk_text text NOT NULL")
op.execute("ALTER TABLE note_embeddings ADD COLUMN chunker_version integer NOT NULL")
op.execute("ALTER TABLE note_embeddings DROP CONSTRAINT note_embeddings_pkey")
op.execute(
"ALTER TABLE note_embeddings ADD PRIMARY KEY (note_id, chunk_index)"
)
def downgrade() -> None:
# Same reasoning in reverse: chunk rows make no sense to a whole-document
# reader, so clear and let the old backfill regenerate.
op.execute("DELETE FROM note_embeddings")
op.execute("ALTER TABLE note_embeddings DROP CONSTRAINT note_embeddings_pkey")
op.execute("ALTER TABLE note_embeddings DROP COLUMN chunk_index")
op.execute("ALTER TABLE note_embeddings DROP COLUMN chunk_text")
op.execute("ALTER TABLE note_embeddings DROP COLUMN chunker_version")
op.execute("ALTER TABLE note_embeddings ADD PRIMARY KEY (note_id)")
+130
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@@ -0,0 +1,130 @@
"""Forge connections move to the user level (#2778)
Revision ID: 0078
Revises: 0077
Create Date: 2026-08-19
A forge token is a user's credential, not an instance's: the single
admin-settings config meant every user's snippet-freshness and coverage reads
ran under the operator's token. Each user now owns a keyring of connections —
one per forge host — and projects resolve forge reads on their OWNER's
keyring, with an optional per-project pin (projects.forge_connection_id).
The data move carries the existing admin config into a connection row for the
first admin user (host parsed from the base URL), then deletes the old
setting keys outright — no legacy dual-read (rule #22). The env-var channel
(FORGE_KIND/FORGE_BASE_URL/FORGE_TOKEN) is untouched by this migration; it
survives as an implicit keyring entry for admin users only.
"""
from urllib.parse import urlsplit
import sqlalchemy as sa
from alembic import op
revision = "0078"
down_revision = "0077"
branch_labels = None
depends_on = None
_SETTING_KEYS = ("forge_kind", "forge_base_url", "forge_token")
def upgrade() -> None:
op.create_table(
"forge_connections",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"user_id",
sa.Integer(),
sa.ForeignKey("users.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("kind", sa.Text(), nullable=False),
sa.Column("base_url", sa.Text(), nullable=False),
sa.Column("host", sa.Text(), nullable=False),
sa.Column("token", sa.Text(), nullable=False),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
sa.UniqueConstraint("user_id", "host", name="uq_forge_connections_user_host"),
)
op.add_column(
"projects",
sa.Column(
"forge_connection_id",
sa.BigInteger(),
sa.ForeignKey(
"forge_connections.id",
ondelete="SET NULL",
name="fk_projects_forge_connection_id",
),
nullable=True,
),
)
# Data move: the admin-settings config becomes the first admin's keyring
# row. All three values must be present — a partial config never produced
# an adapter, so carrying it over would invent a connection that never
# worked.
conn = op.get_bind()
row = conn.execute(
sa.text(
"SELECT s.key, s.value FROM settings s"
" JOIN users u ON u.id = s.user_id"
" WHERE u.role = 'admin' AND s.key IN :keys"
" AND s.user_id = ("
" SELECT MIN(id) FROM users WHERE role = 'admin'"
" )"
).bindparams(sa.bindparam("keys", expanding=True)),
{"keys": list(_SETTING_KEYS)},
).fetchall()
values = {key: (value or "").strip() for key, value in row}
kind = values.get("forge_kind", "").lower()
base_url = values.get("forge_base_url", "").rstrip("/")
token = values.get("forge_token", "")
host = (urlsplit(base_url).hostname or "").lower()
if kind and base_url and token and host:
conn.execute(
sa.text(
"INSERT INTO forge_connections"
" (user_id, kind, base_url, host, token, created_at, updated_at)"
" SELECT MIN(id), :kind, :base_url, :host, :token, NOW(), NOW()"
" FROM users WHERE role = 'admin'"
),
{"kind": kind, "base_url": base_url, "host": host, "token": token},
)
conn.execute(
sa.text(
"DELETE FROM settings WHERE key IN :keys"
).bindparams(sa.bindparam("keys", expanding=True)),
{"keys": list(_SETTING_KEYS)},
)
def downgrade() -> None:
# Reverse data move: the first admin's row (if any) becomes the admin
# settings again. Other users' rows have no pre-0078 representation and
# are dropped with the table.
conn = op.get_bind()
row = conn.execute(
sa.text(
"SELECT user_id, kind, base_url, token FROM forge_connections"
" WHERE user_id = (SELECT MIN(id) FROM users WHERE role = 'admin')"
" ORDER BY id LIMIT 1"
)
).fetchone()
if row is not None:
for key, value in (
("forge_kind", row.kind),
("forge_base_url", row.base_url),
("forge_token", row.token),
):
conn.execute(
sa.text(
"INSERT INTO settings (user_id, key, value)"
" VALUES (:uid, :key, :value)"
" ON CONFLICT (user_id, key) DO UPDATE SET value = :value"
),
{"uid": row.user_id, "key": key, "value": value},
)
op.drop_column("projects", "forge_connection_id")
op.drop_table("forge_connections")
@@ -0,0 +1,66 @@
"""The shape ledger: code_shapes (#2787, milestone 294)
Revision ID: 0079
Revises: 0078
Create Date: 2026-08-19
The accounting half of the pattern system (governing note 2786): the snippet
library records canon (small); this table accounts for EVERY shape the
coverage extractor finds in a bound repo (total). Rows arrive `unclassified`
from the coverage sync (step 2) and gain judgments — canonical / instance /
variant / exempt — from audits, hooks, and the mechanical proposer.
Unclassified IS the todo list.
"""
import sqlalchemy as sa
from alembic import op
revision = "0079"
down_revision = "0078"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"code_shapes",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"project_id",
sa.Integer(),
sa.ForeignKey("projects.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("repo_key", sa.Text(), nullable=False),
sa.Column("path", sa.Text(), nullable=False),
sa.Column("symbol", sa.Text(), nullable=False),
sa.Column("kind", sa.Text(), nullable=False),
sa.Column("status", sa.Text(), nullable=False, server_default="unclassified"),
sa.Column(
"snippet_id",
sa.BigInteger(),
sa.ForeignKey("notes.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("reason", sa.Text(), nullable=True),
sa.Column("classified_by", sa.Text(), nullable=True),
sa.Column("classified_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("first_seen_commit", sa.Text(), nullable=False, server_default=""),
sa.Column("last_seen_commit", sa.Text(), nullable=False, server_default=""),
sa.Column("vanished_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False),
sa.UniqueConstraint(
"project_id", "repo_key", "path", "symbol", "kind",
name="uq_code_shapes_identity",
),
)
op.create_index(
"ix_code_shapes_project_status", "code_shapes", ["project_id", "status"]
)
op.create_index("ix_code_shapes_snippet", "code_shapes", ["snippet_id"])
def downgrade() -> None:
op.drop_index("ix_code_shapes_snippet", table_name="code_shapes")
op.drop_index("ix_code_shapes_project_status", table_name="code_shapes")
op.drop_table("code_shapes")
@@ -0,0 +1,54 @@
"""Shape fingerprints + the mechanical proposer's columns (#2792, milestone 294)
Revision ID: 0080
Revises: 0079
Create Date: 2026-08-21
Two additions to the ledger. `signature` / `body_sha` fingerprint each shape
(definition line + a whitespace/comment-insensitive hash of its block) so the
proposer can match on content and a later drift recheck can notice change,
without the ledger ever storing code. The proposal columns carry the
proposer's standing suggestion for an unclassified row — instance-of-#N with
a basis and score, or a derive-first group key — and `proposed_sha`
remembers the content it was judged at so a refresh re-examines only what
changed. Mechanical and recomputable: a restore that lacks them loses
nothing the next refresh does not rebuild.
"""
import sqlalchemy as sa
from alembic import op
revision = "0080"
down_revision = "0079"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("code_shapes", sa.Column("signature", sa.Text(), nullable=False, server_default=""))
op.add_column("code_shapes", sa.Column("body_sha", sa.Text(), nullable=False, server_default=""))
op.add_column(
"code_shapes",
sa.Column(
"proposed_snippet_id",
sa.BigInteger(),
sa.ForeignKey("notes.id", ondelete="SET NULL"),
nullable=True,
),
)
op.add_column("code_shapes", sa.Column("proposal_basis", sa.Text(), nullable=True))
op.add_column("code_shapes", sa.Column("proposal_score", sa.Float(), nullable=True))
op.add_column("code_shapes", sa.Column("proposal_group", sa.Text(), nullable=True))
op.add_column("code_shapes", sa.Column("proposed_at", sa.DateTime(timezone=True), nullable=True))
op.add_column("code_shapes", sa.Column("proposed_sha", sa.Text(), nullable=False, server_default=""))
op.create_index(
"ix_code_shapes_proposed", "code_shapes", ["project_id", "proposed_snippet_id"]
)
def downgrade() -> None:
op.drop_index("ix_code_shapes_proposed", table_name="code_shapes")
for col in (
"proposed_sha", "proposed_at", "proposal_group", "proposal_score",
"proposal_basis", "proposed_snippet_id", "body_sha", "signature",
):
op.drop_column("code_shapes", col)
@@ -0,0 +1,70 @@
"""Shape history, recheck, and the divergence flag (#2793, milestone 294)
Revision ID: 0081
Revises: 0080
Create Date: 2026-08-21
The payoff surface of the ledger. `classified_sha` remembers the fingerprint
a judgment was made at so a later body change under an instance/variant can
flag `recheck_at`; `diverges_from` is the button-B flag (a shape new since
the previous refresh, where one canon dominates its directory+kind, and not
proposed as that canon). `code_shape_events` is the what-was-used-when
record: every classification, vanish, reappearance, and drift as it
happened — history the row alone cannot keep once it moves on.
"""
import sqlalchemy as sa
from alembic import op
revision = "0081"
down_revision = "0080"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("code_shapes", sa.Column("classified_sha", sa.Text(), nullable=False, server_default=""))
op.add_column("code_shapes", sa.Column("recheck_at", sa.DateTime(timezone=True), nullable=True))
op.add_column(
"code_shapes",
sa.Column(
"diverges_from",
sa.BigInteger(),
sa.ForeignKey("notes.id", ondelete="SET NULL"),
nullable=True,
),
)
op.create_index("ix_code_shapes_diverges", "code_shapes", ["project_id", "diverges_from"])
op.create_table(
"code_shape_events",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column(
"shape_id",
sa.Integer(),
sa.ForeignKey("code_shapes.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column("project_id", sa.Integer(), nullable=False),
sa.Column("path", sa.Text(), nullable=False),
sa.Column("symbol", sa.Text(), nullable=False),
sa.Column("kind", sa.Text(), nullable=False),
sa.Column("event", sa.Text(), nullable=False),
sa.Column("status", sa.Text(), nullable=True),
sa.Column("snippet_id", sa.BigInteger(), nullable=True),
sa.Column("classified_by", sa.Text(), nullable=True),
sa.Column("reason", sa.Text(), nullable=True),
sa.Column("commit", sa.Text(), nullable=False, server_default=""),
sa.Column("at", sa.DateTime(timezone=True), nullable=False),
)
op.create_index("ix_code_shape_events_shape", "code_shape_events", ["shape_id", "at"])
op.create_index(
"ix_code_shape_events_project_path", "code_shape_events", ["project_id", "path"]
)
def downgrade() -> None:
op.drop_index("ix_code_shape_events_project_path", table_name="code_shape_events")
op.drop_index("ix_code_shape_events_shape", table_name="code_shape_events")
op.drop_table("code_shape_events")
op.drop_index("ix_code_shapes_diverges", table_name="code_shapes")
for col in ("diverges_from", "recheck_at", "classified_sha"):
op.drop_column("code_shapes", col)
+26
View File
@@ -0,0 +1,26 @@
"""Per-binding ref — the branch a project's ledger follows (#2873, milestone 294)
Revision ID: 0082
Revises: 0081
Create Date: 2026-08-21
A repo binding used to imply the repo's default branch; the shape ledger
therefore only saw work after a merge to main, while the operator's work
lands on dev (rule 1). `ref` names the branch the coverage refresh reads —
NULL keeps today's behaviour (the forge's default branch).
"""
import sqlalchemy as sa
from alembic import op
revision = "0082"
down_revision = "0081"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("repo_bindings", sa.Column("ref", sa.Text(), nullable=True))
def downgrade() -> None:
op.drop_column("repo_bindings", "ref")
@@ -0,0 +1,26 @@
"""Exempt/variant reason codes — a small fixed catalogue beside the prose (#2874, milestone 294)
Revision ID: 0083
Revises: 0082
Create Date: 2026-08-21
The 2026-08 audit wrote the same free-text reason thousands of times
("scoped rule — styles one element of this view"); a judgment's WHY stays
prose, but an optional code from a fixed catalogue makes the ledger
filterable and aggregable ("how many pure helpers, how many test helpers").
"""
import sqlalchemy as sa
from alembic import op
revision = "0083"
down_revision = "0082"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("code_shapes", sa.Column("reason_code", sa.Text(), nullable=True))
def downgrade() -> None:
op.drop_column("code_shapes", "reason_code")
+40
View File
@@ -0,0 +1,40 @@
"""code_shape_uses — consumption edges, separate from conformance (#2870, milestone 294)
Revision ID: 0084
Revises: 0083
Create Date: 2026-08-21
A ledger row carries ONE snippet_id: what shape this is (instance/variant of
a canon). But a shape can also CALL several canonical helpers — e.g. a
service function both conforming to the service-function convention and
consuming hash_token. The 2026-08 audit had to pick one; hook evidence
("pulled #N then wrote code referencing it") was stamped as instance when it
is a uses fact. This table holds the many-valued relation: shape → snippet,
with the basis and the evidence. Cascades with the shape and the snippet.
"""
import sqlalchemy as sa
from alembic import op
revision = "0084"
down_revision = "0083"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"code_shape_uses",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column("shape_id", sa.Integer(), sa.ForeignKey("code_shapes.id", ondelete="CASCADE"), nullable=False),
sa.Column("snippet_id", sa.Integer(), sa.ForeignKey("notes.id", ondelete="CASCADE"), nullable=False),
sa.Column("basis", sa.Text(), nullable=False),
sa.Column("evidence", sa.Text(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.UniqueConstraint("shape_id", "snippet_id", name="uq_code_shape_uses_shape_snippet"),
)
op.create_index("ix_code_shape_uses_snippet", "code_shape_uses", ["snippet_id"])
def downgrade() -> None:
op.drop_index("ix_code_shape_uses_snippet", table_name="code_shape_uses")
op.drop_table("code_shape_uses")
@@ -0,0 +1,74 @@
"""Project inception: the decision record + always-on rulebook exclusions (milestone 297)
Revision ID: 0085
Revises: 0084
Create Date: 2026-08-22
`projects.inception` is the WHY a project inherits what it does — NULL until
someone decides, at which point enter_project stops asking. The new
association `project_rulebook_exclusions` is the opt-out of a whole always-on
rulebook for one project (the sibling of the rule/topic suppressions).
Backfill: every project that exists when this runs is stamped
via="legacy" with its CURRENT standing (no exclusions, its subscriptions,
its design_system_id, no seed) — so the ask fires only for projects created
after the step shipped, and nothing a running install relies on changes.
"""
import sqlalchemy as sa
from alembic import op
from sqlalchemy.dialects import postgresql
revision = "0085"
down_revision = "0084"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"projects",
sa.Column("inception", postgresql.JSONB(), nullable=True),
)
op.create_table(
"project_rulebook_exclusions",
sa.Column(
"project_id", sa.BigInteger(),
sa.ForeignKey("projects.id", ondelete="CASCADE"),
primary_key=True, nullable=False,
),
sa.Column(
"rulebook_id", sa.BigInteger(),
sa.ForeignKey("rulebooks.id", ondelete="CASCADE"),
primary_key=True, nullable=False,
),
sa.Column(
"created_at", sa.DateTime(timezone=True),
server_default=sa.text("now()"), nullable=False,
),
)
# Legacy stamp: what each existing project inherits today, recorded as a
# decision so the inception ask does not fire on a project that has been
# running for months.
op.execute(sa.text("""
UPDATE projects p SET inception = jsonb_build_object(
'via', 'legacy',
'decided_at', to_jsonb(now()),
'decided_by', NULL,
'choices', jsonb_build_object(
'exclude_always_on_rulebooks', '[]'::jsonb,
'subscribe_rulebooks', COALESCE(
(SELECT jsonb_agg(s.rulebook_id ORDER BY s.rulebook_id)
FROM project_rulebook_subscriptions s
WHERE s.project_id = p.id),
'[]'::jsonb),
'design_system_id', to_jsonb(p.design_system_id),
'seed_systems', false
)
)
WHERE p.inception IS NULL
"""))
def downgrade() -> None:
op.drop_table("project_rulebook_exclusions")
op.drop_column("projects", "inception")
@@ -0,0 +1,35 @@
"""code_shape_consumers — the CSS consumer map (milestone 302, note 2917)
Revision ID: 0086
Revises: 0085
Create Date: 2026-08-23
CSS is watched by name, by recipe, by token and by WHAT USES IT. This table
holds the fourth: CSS shape → the file whose markup names its class, with how
many times. Mechanical and recomputed by every coverage sync from the repo
archive; the analogue of code_shape_uses for styling. Cascades with the shape.
"""
import sqlalchemy as sa
from alembic import op
revision = "0086"
down_revision = "0085"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"code_shape_consumers",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column("shape_id", sa.Integer(), sa.ForeignKey("code_shapes.id", ondelete="CASCADE"), nullable=False),
sa.Column("path", sa.Text(), nullable=False),
sa.Column("count", sa.Integer(), nullable=False, server_default="1"),
sa.Column("basis", sa.Text(), nullable=False, server_default="template"),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.UniqueConstraint("shape_id", "path", name="uq_code_shape_consumers_shape_path"),
)
def downgrade() -> None:
op.drop_table("code_shape_consumers")
+109
View File
@@ -0,0 +1,109 @@
"""canonical_systems — the global area vocabulary, promoted from a constant
to a table (milestone 307 step 1, decision note 3026)
Revision ID: 0087
Revises: 0086
Create Date: 2026-08-26
The eight standard area names already existed as `STANDARD_SYSTEMS`, a tuple in
services/systems.py that milestone 297 seeds into a project at inception. A
constant cannot be referenced: a rule that applies across projects has nothing
to point at, because `systems.project_id` is NOT NULL and a family rule cannot
be chained to one project's row. This makes the vocabulary a table so it can be
a foreign key, and adds the nullable `systems.canonical_id` that maps a
project's local System onto it.
Deliberately no `user_id`: the catalog is GLOBAL so a shared project inherits
the vocabulary rather than re-earning it. `record_systems` is untouched — it
joins note_id/system_id and never sees this table, so no association data
moves, and no System's own `name` is rewritten.
The seed rows are written here verbatim rather than imported from the service:
a migration is a historical record and must keep running unchanged after the
service's list moves on.
"""
import sqlalchemy as sa
from alembic import op
revision = "0087"
down_revision = "0086"
branch_labels = None
depends_on = None
# (name, slug, description) — the milestone-297 vocabulary, with the slug the
# service computes (canonical_slug: lowercase, "&" -> "and", non-alphanumerics
# collapsed to "-"). Charters stay generic on purpose: a project refines its
# own System's description, never this one. Nothing here names an app, a repo,
# a vendor or a house convention — the catalog ships to every install (rule 115).
_SEED = (
("CI & Release", "ci-and-release",
"How the project is verified and shipped: pipelines, runners, image/artifact builds, release tagging and rollback."),
("Auth & Access", "auth-and-access",
"Who may do what: identity, sessions/tokens, permissions and the scoping of every read and write to the right users."),
("Data Model & Storage", "data-model-and-storage",
"What is stored and how it is shaped: the schema, migrations, serialisation and the services that own a table's lifecycle."),
("API Surface", "api-surface",
"The doors into the capability: HTTP routes, tool/RPC surfaces, request parsing, error envelopes and their contracts."),
("UI & Design", "ui-and-design",
"What people see and touch: views, components, client state, and the design tokens/recipes they are built from."),
("Import & Export", "import-and-export",
"Data crossing the boundary: backups, exports, imports, sync with other systems, file formats."),
("Background Jobs", "background-jobs",
"Work that runs without a request: schedulers, queues, periodic ticks, retention and maintenance."),
("Observability", "observability",
"How the system reports on itself: logging, metrics, audit trails, health and diagnostics."),
)
def upgrade() -> None:
canonical_systems = op.create_table(
"canonical_systems",
sa.Column("id", sa.Integer(), primary_key=True),
sa.Column("name", sa.Text(), nullable=False),
sa.Column("slug", sa.Text(), nullable=False),
sa.Column("description", sa.Text(), nullable=True),
sa.Column("order_index", sa.Integer(), nullable=False, server_default="0"),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.Column("deleted_at", sa.DateTime(timezone=True), nullable=True),
sa.Column("deleted_batch_id", sa.Text(), nullable=True),
)
# Unique among LIVE rows only, so a soft-deleted entry doesn't block
# recreating or restoring the same area (the rules/topics convention).
op.create_index(
"uq_canonical_systems_slug", "canonical_systems", ["slug"],
unique=True, postgresql_where=sa.text("deleted_at IS NULL"),
)
op.bulk_insert(
canonical_systems,
[
{"name": name, "slug": slug, "description": description, "order_index": index}
for index, (name, slug, description) in enumerate(_SEED)
],
)
op.add_column(
"systems",
sa.Column("canonical_id", sa.Integer(), nullable=True),
)
# SET NULL, not CASCADE: retiring a catalog entry must never delete a
# project's System along with it.
op.create_foreign_key(
"fk_systems_canonical_id", "systems", "canonical_systems",
["canonical_id"], ["id"], ondelete="SET NULL",
)
op.create_index("ix_systems_canonical_id", "systems", ["canonical_id"])
# Existing Systems are left UNMAPPED on purpose. An exact-slug match would
# be safe, but a near miss ("CI & runners" vs "CI & Release") is a judgment
# call — those go through the propose/confirm path so a human approves each
# one, rather than being decided by a migration nobody reviews.
def downgrade() -> None:
op.drop_index("ix_systems_canonical_id", table_name="systems")
op.drop_constraint("fk_systems_canonical_id", "systems", type_="foreignkey")
op.drop_column("systems", "canonical_id")
op.drop_index("uq_canonical_systems_slug", table_name="canonical_systems")
op.drop_table("canonical_systems")
@@ -0,0 +1,105 @@
"""rules gain a trigger, a tier, canon tags and typed edges (milestone 307
step 3, decision note 3026)
Revision ID: 0088
Revises: 0087
Create Date: 2026-08-26
A rule could not say WHEN it applies, WHICH area it is about, or WHAT other
rule it belongs with. All three were being written as prose instead — a
project's System description restating rule text, a rule's `why` naming the
note that caused it, and two halves of one shape merged into a single row
because either could surface without the other.
Four additions, each replacing something that was already being said in words:
- `when_to_apply` — the trigger. Nullable HERE and required at the service
layer, because existing rules have none and a migration cannot invent one.
- `tier` — `always_on` (preloaded, as everything is today) or `conditional`
(reachable, surfaced when its trigger fires). Defaults to `always_on`, so
this migration changes NOTHING about which rules bind: an install upgrades
and every rule keeps arriving exactly as it did.
- `arose_from_id` — the record that caused the rule, the edge notes and tasks
already have.
- `rule_systems` / `rule_relations` — the canon tag and the typed edges.
"""
import sqlalchemy as sa
from alembic import op
revision = "0088"
down_revision = "0087"
branch_labels = None
depends_on = None
# Kept in one place so upgrade and the CHECK agree by construction (rule 36:
# a whitelisted value means DROP + ADD CONSTRAINT in the same migration —
# there is no prior constraint here, so the pair is created together).
_TIERS = ("always_on", "conditional")
_RELATION_KINDS = ("co_surfaces", "overrides", "elaborates")
def _in_list(column: str, values: tuple[str, ...]) -> str:
return f"{column} IN (" + ", ".join(f"'{v}'" for v in values) + ")"
def upgrade() -> None:
op.add_column("rules", sa.Column("when_to_apply", sa.Text(), nullable=True))
op.add_column(
"rules",
sa.Column("tier", sa.Text(), nullable=False, server_default="always_on"),
)
op.create_check_constraint("ck_rules_tier", "rules", _in_list("tier", _TIERS))
# SET NULL, not CASCADE: the record that prompted a rule can be trashed
# without taking the rule with it — provenance is a claim about history,
# and losing the source does not repeal the rule.
op.add_column("rules", sa.Column("arose_from_id", sa.BigInteger(), nullable=True))
op.create_foreign_key(
"fk_rules_arose_from_id", "rules", "notes",
["arose_from_id"], ["id"], ondelete="SET NULL",
)
# Which global AREA a rule is about. Points at the canonical catalog, never
# at a project's `systems` row — a rule that spans projects cannot be
# chained to one project's vocabulary (0087).
op.create_table(
"rule_systems",
sa.Column("rule_id", sa.BigInteger(), sa.ForeignKey("rules.id", ondelete="CASCADE"), primary_key=True),
sa.Column("canonical_id", sa.Integer(), sa.ForeignKey("canonical_systems.id", ondelete="CASCADE"), primary_key=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
)
op.create_index("ix_rule_systems_canonical_id", "rule_systems", ["canonical_id"])
# Typed edges between rules. Each kind exists because its absence forced a
# workaround: co_surfaces (merging two rules into one row), overrides (a
# stricter project rule written as a duplicate), elaborates (a local
# addendum sitting beside its parent with nothing to say it is one).
op.create_table(
"rule_relations",
sa.Column("id", sa.BigInteger(), primary_key=True),
sa.Column("from_rule_id", sa.BigInteger(), sa.ForeignKey("rules.id", ondelete="CASCADE"), nullable=False),
sa.Column("to_rule_id", sa.BigInteger(), sa.ForeignKey("rules.id", ondelete="CASCADE"), nullable=False),
sa.Column("kind", sa.Text(), nullable=False),
sa.Column("note", sa.Text(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
sa.CheckConstraint(_in_list("kind", _RELATION_KINDS), name="ck_rule_relations_kind"),
# A rule cannot relate to itself, and one pair carries a given kind
# once — a second row would surface the same rule twice.
sa.CheckConstraint("from_rule_id <> to_rule_id", name="ck_rule_relations_not_self"),
sa.UniqueConstraint("from_rule_id", "to_rule_id", "kind", name="uq_rule_relations_edge"),
)
op.create_index("ix_rule_relations_from", "rule_relations", ["from_rule_id"])
op.create_index("ix_rule_relations_to", "rule_relations", ["to_rule_id"])
def downgrade() -> None:
op.drop_index("ix_rule_relations_to", table_name="rule_relations")
op.drop_index("ix_rule_relations_from", table_name="rule_relations")
op.drop_table("rule_relations")
op.drop_index("ix_rule_systems_canonical_id", table_name="rule_systems")
op.drop_table("rule_systems")
op.drop_constraint("fk_rules_arose_from_id", "rules", type_="foreignkey")
op.drop_column("rules", "arose_from_id")
op.drop_constraint("ck_rules_tier", "rules", type_="check")
op.drop_column("rules", "tier")
op.drop_column("rules", "when_to_apply")
+58
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@@ -0,0 +1,58 @@
"""rule_embeddings — rules become findable by meaning (milestone 307 step 4,
decision note 3026)
Revision ID: 0089
Revises: 0088
Create Date: 2026-08-26
Rules were the only major record type with no vector, so `search` could never
return one and a rule could only ever arrive by being preloaded. That single
fact is what made every rule compete for the same always-on budget.
A sibling table rather than a generalisation of note_embeddings: the row could
have been made polymorphic, but the SEARCH could not — semantic_search_notes is
Note-specific scoping end to end, and a rule shares none of it. See the model
docstring for the full reasoning.
The vectors are DERIVED data. Nothing is backfilled here: the startup backfill
regenerates them, which is also how a chunker-version bump is handled.
"""
import sqlalchemy as sa
from alembic import op
revision = "0089"
down_revision = "0088"
branch_labels = None
depends_on = None
# Matches note_embeddings — bge-small-en-v1.5, 384-dim unit-normalized.
_EMBEDDING_DIM = 384
def upgrade() -> None:
op.create_table(
"rule_embeddings",
sa.Column("rule_id", sa.BigInteger(), sa.ForeignKey("rules.id", ondelete="CASCADE"), primary_key=True),
sa.Column("chunk_index", sa.Integer(), primary_key=True),
sa.Column("chunk_text", sa.Text(), nullable=False),
sa.Column("chunker_version", sa.Integer(), nullable=False),
sa.Column("updated_at", sa.DateTime(timezone=True), nullable=False, server_default=sa.text("now()")),
)
# The vector column is added by raw DDL for the same reason 0067 did it:
# the type comes from the pgvector extension, not from SQLAlchemy's
# type system.
op.execute(f"ALTER TABLE rule_embeddings ADD COLUMN embedding vector({_EMBEDDING_DIM}) NOT NULL")
# HNSW for cosine distance — matches Vector.cosine_distance (`<=>`), so the
# search is an indexed ORDER BY ... LIMIT k rather than a full scan.
op.execute(
"""
CREATE INDEX ix_rule_embeddings_embedding_hnsw
ON rule_embeddings
USING hnsw (embedding vector_cosine_ops)
"""
)
def downgrade() -> None:
op.execute("DROP INDEX IF EXISTS ix_rule_embeddings_embedding_hnsw")
op.drop_table("rule_embeddings")
@@ -0,0 +1,64 @@
"""a rule can carry its own check — verify_with, expires_when, verified_at
(milestone 312 step 1)
Revision ID: 0090
Revises: 0089
Create Date: 2026-08-27
A rulebook holds two kinds of row in one table. A NORM is a decision: it has
no truth value, and it changes only when its author changes it — which they
know they did. A CONSTRAINT is a fact about someone else's software: a
runner's shell, a bot's config, a tool that exists. Nobody is present when
that goes false.
Milestone 307's rulebook audit found nine stale sites. Every one was a
constraint; not one norm had rotted. One of them had been telling every
session to skip database-backed tests for weeks while the integration lane
sat green in the workflow.
Three nullable columns, so a rule can say how to check itself:
- `verify_with` — how to tell whether this is still true. A command, a path,
a URL, a query. Prose is allowed; something runnable is better.
- `expires_when` — the STATE under which it stops being true. Deliberately
not a date: constraints do not expire on a schedule, they expire when the
world underneath them moves.
- `verified_at` — when the check last passed. NULL means never checked, and
sorts FIRST in the sweep: unexamined outranks examined-long-ago.
All three nullable and all three optional, because most rules should set
none of them. A null `verify_with` is not an omission — it is the honest
marker of "this one is a decision, and there is nothing to go and check."
That signal only works if the field stays empty wherever it belongs empty.
No CHECK constraint is involved, so rule 36 does not apply here. Nothing is
backfilled: a migration cannot invent a check any more than 0088 could
invent a trigger.
"""
import sqlalchemy as sa
from alembic import op
revision = "0090"
down_revision = "0089"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("rules", sa.Column("verify_with", sa.Text(), nullable=True))
op.add_column("rules", sa.Column("expires_when", sa.Text(), nullable=True))
op.add_column(
"rules",
sa.Column("verified_at", sa.DateTime(timezone=True), nullable=True),
)
# No index on (verify_with, verified_at). The sweep this exists for reads
# an operator's whole rulebook — hundreds of rows, not millions — and runs
# when a human asks for it, never on a request path. An index here would
# be maintained on every rule write to serve a query that a sequential
# scan answers instantly.
def downgrade() -> None:
op.drop_column("rules", "verified_at")
op.drop_column("rules", "expires_when")
op.drop_column("rules", "verify_with")
+66
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@@ -0,0 +1,66 @@
"""task_kind gains 'spike' — the investigation, not the change
(milestone 312 step 5)
Revision ID: 0091
Revises: 0090
Create Date: 2026-08-27
A spike is a task shape the others cannot hold. `work` ships a change;
`issue` fixes something broken. A spike is time-boxed and its output is
KNOWLEDGE — it succeeds by producing an answer, and nothing ships at the
end of it. "Find out whether the runner can be given a bash shell" is not
work, and filing it as work makes a finished investigation look like an
abandoned change.
It is the record a failed check asks for. Milestone 312 gave rules a
`verify_with`; when one of those fails, the rule is wrong and the next move
is often to go and find out what replaced it. `notes.arose_from_id` already
exists (0065), so that constraint -> spike link needs no further schema.
Rule 36: `task_kind` is gated by a CHECK whitelist, so the value and the
widened constraint land in the SAME migration — DROP then ADD, exactly as
0065 did when it introduced 'issue'. Adding the value and constraining it
later leaves a window where the database accepts anything.
'plan' stays in the list though it is retired (plans are milestones since
0066): historical plan-tasks still carry it, and dropping it from the
whitelist would make old rows unwritable.
"""
from alembic import op
revision = "0091"
down_revision = "0090"
branch_labels = None
depends_on = None
# One tuple so the upgrade and the downgrade cannot disagree about what the
# list was on either side of this migration.
_KINDS_AFTER = ("work", "plan", "issue", "spike")
_KINDS_BEFORE = ("work", "plan", "issue")
# Restated rather than imported from 0088, which has the same helper. A
# migration is a snapshot: it must keep working when the code around it has
# moved on, so it never imports from live modules or from its siblings. Six
# duplicated lines are the price of that, and the cheap half of the bargain.
def _in_list(values: tuple[str, ...]) -> str:
return "task_kind IN (" + ", ".join(f"'{v}'" for v in values) + ")"
def upgrade() -> None:
op.drop_constraint("notes_task_kind_check", "notes", type_="check")
op.create_check_constraint(
"notes_task_kind_check", "notes", _in_list(_KINDS_AFTER),
)
def downgrade() -> None:
# Any row already filed as a spike would violate the narrowed constraint,
# so they are demoted to 'work' first. Lossy and deliberately so: the
# alternative is a downgrade that fails on real data, which is worse than
# a downgrade that says what it did.
op.execute("UPDATE notes SET task_kind = 'work' WHERE task_kind = 'spike'")
op.drop_constraint("notes_task_kind_check", "notes", type_="check")
op.create_check_constraint(
"notes_task_kind_check", "notes", _in_list(_KINDS_BEFORE),
)
@@ -0,0 +1,80 @@
"""a note can carry its own check — verify_with, expires_when, verified_at
(milestone 317 step 1)
Revision ID: 0092
Revises: 0091
Create Date: 2026-08-28
The sibling of 0090, which gave rules the same three columns. Same
distinction, one table over:
A NORM is a decision — no truth value, and it changes only when its author
changes it, which they know they did. A CONSTRAINT is a fact about someone
else's software, and nobody is present when it goes false.
Notes hold far more constraints than rules do, and hold them for longer. A
cross-project reference note asserting what a signing service does on a
duplicate upload, or how a forge numbers its CI runs, is believed by every
project that reads it, and there is nothing in the record that says when
anyone last looked. `note_supersessions` only fires once a human has read
the note, disagreed, and written the correction — which is the case where
the note was already believed.
Three nullable columns:
- `verify_with` — how to tell whether this is still true. A command, a path,
a URL, a query. Prose is allowed; something runnable is better.
- `expires_when` — the STATE under which it stops being true. Deliberately
not a date: constraints do not expire on a schedule, they expire when the
world underneath them moves.
- `verified_at` — when the check last passed. NULL means never checked, and
sorts FIRST in the sweep: unexamined outranks examined-long-ago.
WHICH ROWS THESE ARE FOR. `notes` is one table holding notes, tasks,
snippets and processes, so these columns land on all of them. Only non-task,
non-snippet records are OFFERED them (milestone 317 decisions 1 and 2, gated
at the service in step 2): a task's decay is its status, and a snippet
already carries a richer, location-aware verdict in `data.verification`. The
columns exist on the other rows and stay null there; a gate that lives in
the schema would have meant a partial index or a CHECK across three columns
to express something the write path can say in two lines.
All three optional, because most notes should set none of them — the whole
value of the sweep is that its output is short. A null `verify_with` is not
an omission; it is the honest marker of "this one is a decision, and there
is nothing to go and check."
No CHECK constraint is involved, so rule 36 does not apply. Nothing is
backfilled: a migration cannot invent a check.
"""
import sqlalchemy as sa
from alembic import op
revision = "0092"
down_revision = "0091"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column("notes", sa.Column("verify_with", sa.Text(), nullable=True))
op.add_column("notes", sa.Column("expires_when", sa.Text(), nullable=True))
op.add_column(
"notes",
sa.Column("verified_at", sa.DateTime(timezone=True), nullable=True),
)
# No index, for 0090's reason — the sweep runs when a human asks, never on
# a request path — but the margin is thinner here and worth naming. `rules`
# is hundreds of rows; `notes` is thousands and grows with every session.
#
# Still a sequential scan's job at this size, and an index on
# (verified_at) filtered to `verify_with IS NOT NULL` would be maintained
# on every note write to serve one operator-initiated query. If step 3's
# live acceptance measures otherwise, add it there against a real plan
# rather than guessing here.
def downgrade() -> None:
op.drop_column("notes", "verified_at")
op.drop_column("notes", "expires_when")
op.drop_column("notes", "verify_with")
+83
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@@ -0,0 +1,83 @@
"""rules gain an edit history — rule_versions (milestone 323 step 1)
Revision ID: 0093
Revises: 0092
Create Date: 2026-08-29
The sibling `note_versions` has had for a long time. A note's every meaningful
edit is snapshotted, and the design-system note calls that history "the
changelog". A RULE — which binds behaviour on every session that loads it —
had nothing: an edit destroyed what it used to say, with no record anywhere.
Rescoping rule 79 on 2026-08-29 is what surfaced it. The superseded statement
had to be hand-copied into a task log to survive the edit (#3237), which is
not a process, it is a person remembering. The more consequential record had
the weaker protection.
Three things are deliberately NOT copied from note_versions, and each is a
guard that exists there for a reason that does not hold here:
- **No pruning, and no MAX_VERSIONS.** That cap defends against note autosave
filling every slot. Rules have no autosave; every edit is a deliberate
update_rule. A rule is edited a handful of times in its life, and capping
invites losing the one edit somebody needed.
- **No pin columns.** `pin_kind`/`pin_label` exist so a note's version can
survive that pruning. With nothing pruning, a pin protects a row that was
never at risk.
- **No minimum interval.** 300 seconds between snapshots is also an autosave
defence; here it would only ever discard a second deliberate edit.
`user_id` is the ACTOR rather than the owner, and is SET NULL rather than
CASCADE: deleting a user must not erase the history of the rules they edited.
The edit still happened and the rule still binds because of it.
No CHECK constraint, so rule 36 does not apply. Nothing is backfilled — a
migration cannot invent the text a rule used to have, and inventing "the
current text, as of now" would be worse than an empty history, because it
would look like a record of an edit that never occurred.
"""
import sqlalchemy as sa
from alembic import op
revision = "0093"
down_revision = "0092"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"rule_versions",
sa.Column("id", sa.BigInteger(), primary_key=True),
sa.Column(
"rule_id",
sa.BigInteger(),
sa.ForeignKey("rules.id", ondelete="CASCADE"),
nullable=False,
),
sa.Column(
"user_id",
sa.BigInteger(),
sa.ForeignKey("users.id", ondelete="SET NULL"),
nullable=True,
),
sa.Column("title", sa.Text(), nullable=False, server_default=""),
sa.Column("statement", sa.Text(), nullable=False, server_default=""),
sa.Column("why", sa.Text(), nullable=True),
sa.Column("how_to_apply", sa.Text(), nullable=True),
sa.Column("when_to_apply", sa.Text(), nullable=True),
sa.Column("tier", sa.Text(), nullable=True),
sa.Column("verify_with", sa.Text(), nullable=True),
sa.Column("expires_when", sa.Text(), nullable=True),
sa.Column("created_at", sa.DateTime(timezone=True), nullable=False),
)
# The only query this table serves is "the history of THIS rule, newest
# first" — unlike 0092's columns, which are read by an operator-initiated
# sweep over the whole set. Every read here is keyed on rule_id, so the
# index earns its write cost immediately rather than on a hunch.
op.create_index("ix_rule_versions_rule_id", "rule_versions", ["rule_id"])
def downgrade() -> None:
op.drop_index("ix_rule_versions_rule_id", table_name="rule_versions")
op.drop_table("rule_versions")
@@ -0,0 +1,86 @@
"""add rule_usage_events — was a surfaced rule ever read? (milestone 333 step 1)
Revision ID: 0094
Revises: 0093
Create Date: 2026-09-02
The sibling `note_usage_events` has had since 0071, and the third rule-side
table to arrive after `rule_embeddings` and `rule_versions` — each one added
because the rule side kept inheriting machinery built for notes and getting
the weaker version of it.
WHAT IT MEASURES. The write-path standing-rule arm is the only retrieval
surface in Scribe whose usefulness cannot be observed, and — not coincidentally
— the only one that has never declined to fire. Over 30 days it took 296 calls,
returned something on every one, and cleared its threshold 100% of the time,
while every other surface declines most of the time (#3311). That is either a
perfectly tuned surface or a bar it cannot fail to clear, and `retrieval_logs`
cannot tell them apart: it records what the ranker scored, never whether the
hint was any use.
WHY NOT A rule_id COLUMN ON note_usage_events. The row shares no note-specific
fields and the aggregate readout is the same shape, which is the strongest case
for sharing that note #3163 admits. What decides against it is identity at
RESTORE: `note_usage_events`'s importer maps `note_id` through `note_id_map`
and drops what does not resolve. A rule id parked in that column would come
back from a backup silently reattached to whatever note took that number —
telemetry not merely lost but wrong, and wrong in a way nothing downstream
could detect. `rule_versions` made the same call for the same reason.
FK-free on `rule_id` and `user_id`, matching note_usage_events, retrieval_logs
and app_logs — and deliberately unlike `rule_versions`, which does carry FKs.
The difference is what the row is for: a version belongs to a rule's history
and dies with it; telemetry outlives the row it describes. Deleting a rule must
not erase the evidence that it was surfaced forty times and opened never, since
that evidence is exactly the case for having deleted it.
No CHECK on `event`, matching the note twin. Rule 36 governs adding a value to
a column that is already gated; it does not require gating one that never was,
and a two-member enum whose members are written by two functions in one module
is not where that discipline earns its cost.
Downgrade drops the table outright. The data is purely observational — nothing
reads it for correctness, so losing it costs history and no behaviour.
"""
from alembic import op
import sqlalchemy as sa
revision = "0094"
down_revision = "0093"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.create_table(
"rule_usage_events",
# BigInteger throughout where the note twin uses Integer: rules.id is
# BigInteger, so rule_id must be, and a high-churn append-only table is
# a poor place to discover an id ceiling.
sa.Column("id", sa.BigInteger(), primary_key=True),
sa.Column(
"created_at",
sa.DateTime(timezone=True),
nullable=False,
server_default=sa.text("now()"),
),
sa.Column("user_id", sa.BigInteger(), nullable=True),
sa.Column("rule_id", sa.BigInteger(), nullable=False),
sa.Column("event", sa.Text(), nullable=False),
sa.Column("source", sa.Text(), nullable=False),
)
# Every readout is "these rule ids, split by event", so the composite is the
# one that actually gets used; the others serve pruning and per-user views.
op.create_index(
"ix_rule_usage_rule_event", "rule_usage_events", ["rule_id", "event"]
)
op.create_index("ix_rule_usage_created_at", "rule_usage_events", ["created_at"])
op.create_index("ix_rule_usage_user_id", "rule_usage_events", ["user_id"])
def downgrade() -> None:
op.drop_index("ix_rule_usage_user_id", table_name="rule_usage_events")
op.drop_index("ix_rule_usage_created_at", table_name="rule_usage_events")
op.drop_index("ix_rule_usage_rule_event", table_name="rule_usage_events")
op.drop_table("rule_usage_events")
@@ -0,0 +1,52 @@
"""add retrieval_logs.suppressed_count — tell a ranker decline from a repeat (#3497)
Revision ID: 0095
Revises: 0094
Create Date: 2026-09-03
`result_count == 0` has always meant "this surface said nothing", which is the
right number for "was the hint any use" and the wrong one for tuning a
threshold. It folds together two unrelated events:
- the ranker found nothing above the bar — the ONLY evidence a threshold is
set too high; and
- the ranker found something the session had already been shown — a decline
that says nothing whatever about the bar.
The rule arms filter in Python after the search, so they can count the second
kind exactly. The note arms pass `exclude_ids` INTO semantic_search_notes, so
the dropped rows never come back and there is nothing to count.
NULLABLE, AND THE NULL IS THE POINT. A surface that does not measure
suppression stores NULL, not 0, and the readout renders it as "not measured"
rather than "none". Defaulting to 0 would make an unmeasured surface look like
a perfectly clean one — the exact substitution of an artifact for a
measurement that #3311 made and that #3497 exists to correct. Doing it again,
in the migration that fixes it, would be its own small joke.
No backfill for the same reason: existing rows genuinely do not know, and
saying so is the honest state. `retrieval_logs` is not restored from backup,
so no importer changes.
Downgrade drops the column. Purely observational — nothing reads it for
correctness.
"""
from alembic import op
import sqlalchemy as sa
revision = "0095"
down_revision = "0094"
branch_labels = None
depends_on = None
def upgrade() -> None:
op.add_column(
"retrieval_logs",
sa.Column("suppressed_count", sa.Integer(), nullable=True),
)
def downgrade() -> None:
op.drop_column("retrieval_logs", "suppressed_count")
+53
View File
@@ -0,0 +1,53 @@
# CI Requirements — FabledScribe
> Spec lives in [`docs/process.md`](https://git.fabledsword.com/bvandeusen/CI-runner/src/branch/main/docs/process.md)
> in the CI-Runner repo.
## Runtime image
```
git.fabledsword.com/bvandeusen/ci-python:3.14
```
Used by all six jobs in `.forgejo/workflows/ci.yml`: typecheck (Vue/TS),
plugin (hook checks), lint (ruff), test (pytest), integration (pytest +
real Postgres), build (docker buildx).
## Image deps used
- python 3.14
- node 24 (used for `npm ci` + `vue-tsc` in the typecheck job, and as the
frontend builder stage inside the production `Dockerfile`)
- ruff (lint job runs `ruff check src/` with zero install overhead)
- uv (test + integration jobs run `uv sync --locked`; installed in the
image since the ci-python Dockerfile started pip-installing it)
- docker CLI + buildx (build job pushes the production image to the
Fabled-Git registry)
## Per-job tool installs
Anything CI installs at job time that isn't in the image. Promotion
candidates if more than one project needs them.
- `jq` + `shellcheck` — apt-installed in the **plugin** job, which lints
the four Claude Code hook scripts and runs their fail-open smoke test.
Per `docs/process.md`'s decision checkpoint, single-consumer deps stay
per-job until a second consumer wants them; Scribe is the only one so
far. Both are small (jq ~1 MB, shellcheck ~20 MB) and would be
promotion candidates the moment another project lints shell.
**jq is load-bearing for the smoke test specifically**: every hook
starts with `command -v jq || exit 0`, so without it the test passes
while exercising nothing.
## Notes
- Production runtime image (`Dockerfile`) also tracks Python 3.14 — the
CI image and runtime image stay aligned by design so test results are
representative.
- Build wall time: dominated by `pytest` (full async test suite). Cold
ci-python pulls add ~30s; not a blocker.
- Registry-backed BuildKit layer cache (`type=registry,ref=…:cache,mode=max`)
gives ~80% speedup on warm builds — see the build job comment.
- `pyproject.toml` pins `requires-python = ">=3.14"` to match the CI +
runtime target; lockfile (`uv.lock`) is committed and resolves against
Python 3.14.
+22 -44
View File
@@ -1,16 +1,14 @@
services:
app:
image: git.fabledsword.com/bvandeusen/fabledassistant:latest
image: git.fabledsword.com/bvandeusen/fabledscribe:latest
environment:
DATABASE_URL: "postgresql+asyncpg://fabled:${DB_PASSWORD}@db:5432/fabledassistant"
DATABASE_URL: "postgresql+asyncpg://scribe:${DB_PASSWORD}@db:5432/scribe"
SECRET_KEY: "${SECRET_KEY}"
OLLAMA_URL: "http://ollama:11434"
OLLAMA_MODEL: "${OLLAMA_MODEL:-llama3.1}"
LOG_LEVEL: "${LOG_LEVEL:-INFO}"
TRUST_PROXY_HEADERS: "true"
SECURE_COOKIES: "true"
networks:
- fabledassistant_backend
- scribe_backend
healthcheck:
test: ["CMD", "python", "-c", "import urllib.request; urllib.request.urlopen('http://localhost:5000/api/health')"]
interval: 30s
@@ -23,59 +21,39 @@ services:
max_attempts: 5
db:
image: postgres:16-alpine
# pgvector image (Debian/glibc, PG17) — bundles the `vector` extension that
# migration 0067 enables. Moved off postgres:16-alpine via logical
# dump/restore (which doubles as the PG16->PG17 major upgrade); see the
# TRANSITION runbook in the PR.
image: pgvector/pgvector:pg17
stop_grace_period: 120s
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_USER: fabled
POSTGRES_USER: scribe
POSTGRES_PASSWORD: "${DB_PASSWORD}"
POSTGRES_DB: fabledassistant
POSTGRES_DB: scribe
networks:
- fabledassistant_backend
- scribe_backend
# Lenient by design: a transient host exec/healthcheck stall (incident:
# runc setns failures -> "unhealthy" -> SIGKILL -> crash loop) must never
# escalate to killing the DB. Health here only gates app startup order.
healthcheck:
test: ["CMD-SHELL", "pg_isready -U fabled"]
interval: 10s
timeout: 5s
retries: 5
deploy:
restart_policy:
condition: on-failure
max_attempts: 5
ollama:
image: ollama/ollama
volumes:
- ollama_models:/root/.ollama
networks:
- fabledassistant_backend
environment:
OLLAMA_MAX_LOADED_MODELS: "2"
OLLAMA_KEEP_ALIVE: "30m"
OLLAMA_FLASH_ATTENTION: "1"
healthcheck:
test: ["CMD-SHELL", "ollama list || exit 1"]
test: ["CMD-SHELL", "pg_isready -U scribe"]
interval: 30s
timeout: 10s
retries: 5
start_period: 30s
retries: 10
start_period: 180s
deploy:
placement:
constraints:
- node.role == worker
resources:
reservations:
devices:
- driver: nvidia
count: all
capabilities: [gpu]
restart_policy:
condition: on-failure
max_attempts: 5
delay: 10s
max_attempts: 0
window: 120s
volumes:
pgdata:
ollama_models:
networks:
fabledassistant_backend:
scribe_backend:
driver: overlay
+16 -39
View File
@@ -1,4 +1,4 @@
# Fabled Assistant — Quick Start
# Fabled Scribe — Quick Start
#
# No build required. Pulls the latest pre-built image from the registry.
#
@@ -6,29 +6,26 @@
# 1. Download this file
# 2. docker compose -f docker-compose.quickstart.yml up -d
# 3. Open http://localhost:5000 — the first account registered becomes admin
# 4. Go to Settings → General to pull an LLM model (qwen3:8b or llama3.1:8b are good starting points)
# 4. Go to Settings → MCP Access and connect Claude (Code or Desktop) via the
# bearer-token URL shown there.
#
# Set SECRET_KEY via environment variable or a .env file alongside this file:
# SECRET_KEY=your-random-secret-here
services:
app:
image: git.fabledsword.com/bvandeusen/fabledassistant:latest
image: git.fabledsword.com/bvandeusen/fabledscribe:latest
ports:
- "5000:5000"
environment:
DATABASE_URL: "postgresql+asyncpg://fabled:fabled@db:5432/fabledassistant"
DATABASE_URL: "postgresql+asyncpg://scribe:scribe@db:5432/scribe"
SECRET_KEY: "${SECRET_KEY:-change-me-in-production}"
OLLAMA_URL: "http://ollama:11434"
OLLAMA_MODEL: "${OLLAMA_MODEL:-llama3.1:8b}"
LOG_LEVEL: "${LOG_LEVEL:-INFO}"
volumes:
- app_data:/data
depends_on:
db:
condition: service_healthy
ollama:
condition: service_healthy
restart: unless-stopped
healthcheck:
test: ["CMD", "python", "-c", "import urllib.request; urllib.request.urlopen('http://localhost:5000/api/health')"]
@@ -38,45 +35,25 @@ services:
start_period: 30s
db:
image: postgres:16-alpine
# pgvector image (PG17) — bundles the `vector` extension (migration 0067).
image: pgvector/pgvector:pg17
stop_grace_period: 120s
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_USER: fabled
POSTGRES_PASSWORD: fabled
POSTGRES_DB: fabledassistant
POSTGRES_USER: scribe
POSTGRES_PASSWORD: scribe
POSTGRES_DB: scribe
# Lenient by design: a transient host exec/healthcheck stall must never
# escalate to killing the DB. Health here only gates app startup order.
healthcheck:
test: ["CMD-SHELL", "pg_isready -U fabled"]
interval: 10s
timeout: 5s
retries: 5
restart: unless-stopped
ollama:
image: ollama/ollama
volumes:
- ollama_models:/root/.ollama
environment:
OLLAMA_MAX_LOADED_MODELS: "2"
OLLAMA_KEEP_ALIVE: "30m"
OLLAMA_FLASH_ATTENTION: "1"
healthcheck:
test: ["CMD-SHELL", "ollama list > /dev/null 2>&1"]
test: ["CMD-SHELL", "pg_isready -U scribe"]
interval: 30s
timeout: 10s
retries: 5
start_period: 15s
retries: 10
start_period: 180s
restart: unless-stopped
# Uncomment to enable NVIDIA GPU passthrough (requires nvidia-container-toolkit):
# deploy:
# resources:
# reservations:
# devices:
# - driver: nvidia
# count: all
# capabilities: [gpu]
volumes:
app_data:
pgdata:
ollama_models:
+15 -38
View File
@@ -6,25 +6,16 @@ services:
depends_on:
db:
condition: service_healthy
ollama:
condition: service_started
volumes:
- app_data:/data
# To use a bind mount instead (gives direct host access to all app data):
# - ./data:/data
environment:
DATABASE_URL: "postgresql+asyncpg://${POSTGRES_USER:-fabled}:${POSTGRES_PASSWORD:-fabled}@db:5432/${POSTGRES_DB:-fabledassistant}"
OLLAMA_URL: "http://ollama:11434"
OLLAMA_MODEL: "${OLLAMA_MODEL:-llama3.1}"
DATABASE_URL: "postgresql+asyncpg://${POSTGRES_USER:-scribe}:${POSTGRES_PASSWORD:-scribe}@db:5432/${POSTGRES_DB:-scribe}"
SECRET_KEY: "${SECRET_KEY:-dev-secret-change-me}"
# Uncomment and set to enable web research and image search via SearXNG:
# Uncomment if you have a SearXNG instance you want to surface in the
# Integrations tab as a configured web-search backend:
# SEARXNG_URL: "http://searxng:8080"
# IMAGE_CACHE_DIR: /data/images # default, change if using a different mount path
# IMAGE_MAX_BYTES: "5242880" # 5 MB per image, adjust if needed
# Push notifications (VAPID keys - generate with: python -c "from py_vapid import Vapid01; v=Vapid01(); v.generate_keys(); print(v.private_key, v.public_key)")
VAPID_PRIVATE_KEY: "${VAPID_PRIVATE_KEY:-}"
VAPID_PUBLIC_KEY: "${VAPID_PUBLIC_KEY:-}"
VAPID_CLAIMS_SUB: "${VAPID_CLAIMS_SUB:-mailto:admin@fabledassistant.local}"
healthcheck:
test: ["CMD", "python", "-c", "import urllib.request; urllib.request.urlopen('http://localhost:5000/api/health')"]
interval: 10s
@@ -34,37 +25,23 @@ services:
db:
image: postgres:16-alpine
stop_grace_period: 120s
restart: unless-stopped
volumes:
- pgdata:/var/lib/postgresql/data
environment:
POSTGRES_USER: ${POSTGRES_USER:-fabled}
POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-fabled}
POSTGRES_DB: ${POSTGRES_DB:-fabledassistant}
POSTGRES_USER: ${POSTGRES_USER:-scribe}
POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-scribe}
POSTGRES_DB: ${POSTGRES_DB:-scribe}
# Lenient by design: a transient host exec/healthcheck stall must never
# escalate to killing the DB. Health here only gates app startup order.
healthcheck:
test: ["CMD-SHELL", "pg_isready -U ${POSTGRES_USER:-fabled}"]
interval: 5s
timeout: 5s
retries: 5
ollama:
image: ollama/ollama
volumes:
- ollama_models:/root/.ollama
environment:
OLLAMA_MAX_LOADED_MODELS: "2"
OLLAMA_NUM_PARALLEL: "2"
OLLAMA_KEEP_ALIVE: "30m"
OLLAMA_FLASH_ATTENTION: "1"
# GPU reservation commented out — no nvidia-container-toolkit on this host
# deploy:
# resources:
# reservations:
# devices:
# - driver: nvidia
# count: all
# capabilities: [gpu]
test: ["CMD-SHELL", "pg_isready -U ${POSTGRES_USER:-scribe}"]
interval: 30s
timeout: 10s
retries: 10
start_period: 180s
volumes:
pgdata:
ollama_models:
app_data:
+3 -3
View File
@@ -12,7 +12,7 @@ A Python MCP (Model Context Protocol) server that lets Claude directly interface
The work is split into two sub-projects:
1. **Fable API Key Feature** — additions to the main `fabledassistant` project to support bearer token authentication
1. **Fable API Key Feature** — additions to the main `scribe` project to support bearer token authentication
2. **Fable MCP Server** — a new standalone Python package at `fable-mcp/` in the same repo root
A third sub-project (Forgejo MCP for CI/CD automation) is planned as a follow-on after the Fable MCP is working.
@@ -134,7 +134,7 @@ The MCP tool reads tokens until it receives `type: "done"`, then returns `respon
### Location
`fable-mcp/` at the repository root, alongside `src/`, `frontend/`, `alembic/`. It is **not** part of the main Docker build and has no import relationship with `fabledassistant`. It will be extracted to its own Forgejo repo once stable.
`fable-mcp/` at the repository root, alongside `src/`, `frontend/`, `alembic/`. It is **not** part of the main Docker build and has no import relationship with `scribe`. It will be extracted to its own Forgejo repo once stable.
### Package Structure
@@ -256,7 +256,7 @@ Claude Code spawns the process over stdio automatically. No Docker, no daemon.
## Build & Repo Plan
1. Implement and test within `fabledassistant/fable-mcp/`
1. Implement and test within `scribe/fable-mcp/`
2. Once stable, extract to a new Forgejo repo (`bvandeusen/fable-mcp`)
3. Forgejo MCP (Gitea MCP) added as a second MCP server to automate build/push/config workflows — separate spec when ready
+66 -66
View File
@@ -6,7 +6,7 @@
**Architecture:** Phase 1 adds bearer token auth to the existing Quart app (new `api_keys` table, updated `_check_auth`, settings UI tab). Phase 2 is a standalone `fable-mcp/` Python package using the `mcp[cli]` SDK that calls the Fable HTTP API via `httpx`. The two phases are sequential — Phase 2 can be built/tested independently using a write-scoped API key once Phase 1 is done.
**Deployment decision:** `fable-mcp/` stays permanently inside the `fabledassistant` repo. It will always be versioned alongside the backend it targets. Future Task A will serve the package from the running Fable Docker image so users can install it directly from their instance.
**Deployment decision:** `fable-mcp/` stays permanently inside the `scribe` repo. It will always be versioned alongside the backend it targets. Future Task A will serve the package from the running Fable Docker image so users can install it directly from their instance.
**Tech Stack:** Python 3.12, Quart (Phase 1); `mcp[cli]`, `httpx`, `python-dotenv` (Phase 2); Vue 3 + TypeScript (Settings UI); pytest for both.
@@ -23,16 +23,16 @@
| Action | File | Purpose |
|--------|------|---------|
| Create | `alembic/versions/0027_add_api_keys.py` | DB migration for `api_keys` table |
| Create | `src/fabledassistant/models/api_key.py` | `ApiKey` SQLAlchemy model |
| Modify | `src/fabledassistant/models/__init__.py` | Export `ApiKey` |
| Create | `src/fabledassistant/services/api_keys.py` | create/list/revoke/lookup service functions |
| Modify | `src/fabledassistant/auth.py` | Add bearer token check before session fallback |
| Create | `src/fabledassistant/routes/api_keys.py` | GET/POST/DELETE `/api/api-keys` blueprint |
| Modify | `src/fabledassistant/app.py` | Register `api_keys_bp` and `search_bp` |
| Modify | `src/fabledassistant/services/chat.py:17-30` | Add `conversation_type` param to `create_conversation` |
| Modify | `src/fabledassistant/services/chat.py:123-135` | Exclude `"mcp"` type from `cleanup_old_conversations` |
| Modify | `src/fabledassistant/routes/chat.py:73-79` | Pass `conversation_type` from POST body |
| Create | `src/fabledassistant/routes/search.py` | `GET /api/search` semantic search endpoint |
| Create | `src/scribe/models/api_key.py` | `ApiKey` SQLAlchemy model |
| Modify | `src/scribe/models/__init__.py` | Export `ApiKey` |
| Create | `src/scribe/services/api_keys.py` | create/list/revoke/lookup service functions |
| Modify | `src/scribe/auth.py` | Add bearer token check before session fallback |
| Create | `src/scribe/routes/api_keys.py` | GET/POST/DELETE `/api/api-keys` blueprint |
| Modify | `src/scribe/app.py` | Register `api_keys_bp` and `search_bp` |
| Modify | `src/scribe/services/chat.py:17-30` | Add `conversation_type` param to `create_conversation` |
| Modify | `src/scribe/services/chat.py:123-135` | Exclude `"mcp"` type from `cleanup_old_conversations` |
| Modify | `src/scribe/routes/chat.py:73-79` | Pass `conversation_type` from POST body |
| Create | `src/scribe/routes/search.py` | `GET /api/search` semantic search endpoint |
| Modify | `frontend/src/views/SettingsView.vue` | Add "API Keys" tab |
| Create | `tests/test_api_keys.py` | Unit tests for service + auth |
| Create | `tests/test_search_route.py` | Unit test for search endpoint |
@@ -42,13 +42,13 @@
### Task 1: ApiKey model + migration
**Files:**
- Create: `src/fabledassistant/models/api_key.py`
- Create: `src/scribe/models/api_key.py`
- Create: `alembic/versions/0027_add_api_keys.py`
- Modify: `src/fabledassistant/models/__init__.py`
- Modify: `src/scribe/models/__init__.py`
- [ ] **Step 1: Write the model**
Create `src/fabledassistant/models/api_key.py`:
Create `src/scribe/models/api_key.py`:
```python
from datetime import datetime, timezone
@@ -56,8 +56,8 @@ from datetime import datetime, timezone
from sqlalchemy import DateTime, ForeignKey, Index, Integer, Text
from sqlalchemy.orm import Mapped, mapped_column
from fabledassistant.models import Base
from fabledassistant.models.base import CreatedAtMixin
from scribe.models import Base
from scribe.models.base import CreatedAtMixin
class ApiKey(Base, CreatedAtMixin):
@@ -97,10 +97,10 @@ class ApiKey(Base, CreatedAtMixin):
- [ ] **Step 2: Export from models __init__**
In `src/fabledassistant/models/__init__.py`, add after the last import line:
In `src/scribe/models/__init__.py`, add after the last import line:
```python
from fabledassistant.models.api_key import ApiKey # noqa: E402, F401
from scribe.models.api_key import ApiKey # noqa: E402, F401
```
- [ ] **Step 3: Write the migration**
@@ -155,8 +155,8 @@ Expected: `Running upgrade 0026 -> 0027, add api_keys table`
- [ ] **Step 5: Commit**
```bash
git add src/fabledassistant/models/api_key.py \
src/fabledassistant/models/__init__.py \
git add src/scribe/models/api_key.py \
src/scribe/models/__init__.py \
alembic/versions/0027_add_api_keys.py
git commit -m "feat: add ApiKey model and migration 0027"
```
@@ -166,7 +166,7 @@ git commit -m "feat: add ApiKey model and migration 0027"
### Task 2: ApiKey service
**Files:**
- Create: `src/fabledassistant/services/api_keys.py`
- Create: `src/scribe/services/api_keys.py`
- Create: `tests/test_api_keys.py` (service tests)
- [ ] **Step 1: Write the failing tests**
@@ -181,7 +181,7 @@ from unittest.mock import AsyncMock, MagicMock, patch
import pytest
from fabledassistant.services.api_keys import (
from scribe.services.api_keys import (
_hash_key,
generate_key,
create_api_key,
@@ -212,7 +212,7 @@ def test_hash_key_is_sha256():
def test_generate_key_prefix():
key = "fmcp_abcdefghijklmnop"
# prefix is first 12 chars of the full key
from fabledassistant.services.api_keys import _key_prefix
from scribe.services.api_keys import _key_prefix
assert _key_prefix(key) == "fmcp_abcdefg" # first 12 chars
@@ -222,7 +222,7 @@ async def test_create_api_key_returns_full_key():
mock_key_obj.id = 1
mock_key_obj.to_dict.return_value = {"id": 1, "name": "test", "scope": "read", "key_prefix": "fmcp_xxx"}
with patch("fabledassistant.services.api_keys.async_session") as mock_session_ctx:
with patch("scribe.services.api_keys.async_session") as mock_session_ctx:
mock_session = AsyncMock()
mock_session.__aenter__ = AsyncMock(return_value=mock_session)
mock_session.__aexit__ = AsyncMock(return_value=False)
@@ -238,7 +238,7 @@ async def test_create_api_key_returns_full_key():
@pytest.mark.asyncio
async def test_lookup_key_returns_none_for_unknown():
with patch("fabledassistant.services.api_keys.async_session") as mock_session_ctx:
with patch("scribe.services.api_keys.async_session") as mock_session_ctx:
mock_session = AsyncMock()
mock_session.__aenter__ = AsyncMock(return_value=mock_session)
mock_session.__aexit__ = AsyncMock(return_value=False)
@@ -262,7 +262,7 @@ Expected: `ImportError` or `ModuleNotFoundError` (service doesn't exist yet)
- [ ] **Step 3: Write the service**
Create `src/fabledassistant/services/api_keys.py`:
Create `src/scribe/services/api_keys.py`:
```python
import hashlib
@@ -271,8 +271,8 @@ from datetime import datetime, timezone
from sqlalchemy import select
from fabledassistant.models import async_session
from fabledassistant.models.api_key import ApiKey
from scribe.models import async_session
from scribe.models.api_key import ApiKey
def generate_key() -> str:
@@ -365,7 +365,7 @@ Expected: all tests pass
- [ ] **Step 5: Commit**
```bash
git add src/fabledassistant/services/api_keys.py tests/test_api_keys.py
git add src/scribe/services/api_keys.py tests/test_api_keys.py
git commit -m "feat: add ApiKey service with create/list/revoke/lookup"
```
@@ -374,7 +374,7 @@ git commit -m "feat: add ApiKey service with create/list/revoke/lookup"
### Task 3: Auth middleware — bearer token support
**Files:**
- Modify: `src/fabledassistant/auth.py`
- Modify: `src/scribe/auth.py`
- Modify: `tests/test_api_keys.py` (add auth middleware tests)
- [ ] **Step 1: Add auth middleware tests**
@@ -400,7 +400,7 @@ def test_scope_validation():
async def test_bearer_token_path_sets_g_user(monkeypatch):
"""Valid bearer token authenticates and sets g.user and g.api_key."""
from unittest.mock import AsyncMock, MagicMock
from fabledassistant.auth import _check_auth
from scribe.auth import _check_auth
# Mock ApiKey object
fake_key = MagicMock()
@@ -411,8 +411,8 @@ async def test_bearer_token_path_sets_g_user(monkeypatch):
fake_user = MagicMock()
fake_user.role = "user"
monkeypatch.setattr("fabledassistant.auth.lookup_key", AsyncMock(return_value=fake_key))
monkeypatch.setattr("fabledassistant.auth.get_user_by_id", AsyncMock(return_value=fake_user))
monkeypatch.setattr("scribe.auth.lookup_key", AsyncMock(return_value=fake_key))
monkeypatch.setattr("scribe.auth.get_user_by_id", AsyncMock(return_value=fake_user))
called_with_user = {}
@@ -434,7 +434,7 @@ async def test_bearer_token_path_sets_g_user(monkeypatch):
async with app.test_request_context("/test", method="GET",
headers={"Authorization": "Bearer fmcp_valid"}):
# Just verify _check_auth calls lookup_key with the right token
import fabledassistant.auth as auth_module
import scribe.auth as auth_module
auth_module.lookup_key.assert_called_with # callable
@@ -442,7 +442,7 @@ async def test_bearer_token_path_sets_g_user(monkeypatch):
async def test_read_only_key_blocked_on_post():
"""Read-only API key returns 403 on non-GET requests."""
from unittest.mock import AsyncMock, MagicMock
from fabledassistant.auth import _check_auth
from scribe.auth import _check_auth
from quart import Quart
fake_key = MagicMock()
@@ -459,8 +459,8 @@ async def test_read_only_key_blocked_on_post():
headers={"Authorization": "Bearer fmcp_readonly"}),
):
from unittest.mock import patch
with patch("fabledassistant.auth.lookup_key", AsyncMock(return_value=fake_key)), \
patch("fabledassistant.auth.get_user_by_id", AsyncMock(return_value=fake_user)):
with patch("scribe.auth.lookup_key", AsyncMock(return_value=fake_key)), \
patch("scribe.auth.get_user_by_id", AsyncMock(return_value=fake_user)):
async def dummy():
return "ok"
@@ -481,15 +481,15 @@ docker compose run --rm app pytest tests/test_api_keys.py -v
- [ ] **Step 3: Update auth.py**
Replace `src/fabledassistant/auth.py` with:
Replace `src/scribe/auth.py` with:
```python
import functools
from quart import g, jsonify, request, session
from fabledassistant.services.auth import get_user_by_id
from fabledassistant.services.api_keys import lookup_key
from scribe.services.auth import get_user_by_id
from scribe.services.api_keys import lookup_key
def _check_auth(f, required_role: str | None = None):
@@ -556,7 +556,7 @@ Expected: all existing tests still pass
- [ ] **Step 5: Commit**
```bash
git add src/fabledassistant/auth.py tests/test_api_keys.py
git add src/scribe/auth.py tests/test_api_keys.py
git commit -m "feat: add bearer token auth to _check_auth, falls back to session"
```
@@ -565,18 +565,18 @@ git commit -m "feat: add bearer token auth to _check_auth, falls back to session
### Task 4: API key routes + app registration
**Files:**
- Create: `src/fabledassistant/routes/api_keys.py`
- Modify: `src/fabledassistant/app.py`
- Create: `src/scribe/routes/api_keys.py`
- Modify: `src/scribe/app.py`
- [ ] **Step 1: Write the routes**
Create `src/fabledassistant/routes/api_keys.py`:
Create `src/scribe/routes/api_keys.py`:
```python
from quart import Blueprint, jsonify, request
from fabledassistant.auth import login_required, get_current_user_id
from fabledassistant.services.api_keys import create_api_key, list_api_keys, revoke_api_key
from scribe.auth import login_required, get_current_user_id
from scribe.services.api_keys import create_api_key, list_api_keys, revoke_api_key
api_keys_bp = Blueprint("api_keys", __name__, url_prefix="/api/api-keys")
@@ -619,10 +619,10 @@ async def revoke_key_route(key_id: int):
- [ ] **Step 2: Register in app.py**
In `src/fabledassistant/app.py`, add the import alongside the other route imports:
In `src/scribe/app.py`, add the import alongside the other route imports:
```python
from fabledassistant.routes.api_keys import api_keys_bp
from scribe.routes.api_keys import api_keys_bp
```
And add the registration line after `app.register_blueprint(users_bp)`:
@@ -651,7 +651,7 @@ curl -s http://localhost:8080/api/auth/me \
- [ ] **Step 4: Commit**
```bash
git add src/fabledassistant/routes/api_keys.py src/fabledassistant/app.py
git add src/scribe/routes/api_keys.py src/scribe/app.py
git commit -m "feat: add API key CRUD routes and register blueprint"
```
@@ -660,14 +660,14 @@ git commit -m "feat: add API key CRUD routes and register blueprint"
### Task 5: Conversation type wiring
**Files:**
- Modify: `src/fabledassistant/services/chat.py` (lines 17-30 and 123-135)
- Modify: `src/fabledassistant/routes/chat.py` (lines 73-79)
- Modify: `src/scribe/services/chat.py` (lines 17-30 and 123-135)
- Modify: `src/scribe/routes/chat.py` (lines 73-79)
Note: `Conversation.conversation_type` already exists in the model. `list_conversations` already filters by `conv_type`. This task only wires up creation and retention exclusion.
- [ ] **Step 1: Update `create_conversation` service**
In `src/fabledassistant/services/chat.py`, change the function signature at line 17:
In `src/scribe/services/chat.py`, change the function signature at line 17:
```python
async def create_conversation(
@@ -692,7 +692,7 @@ async def create_conversation(
- [ ] **Step 2: Update `cleanup_old_conversations` to exclude "mcp"**
In `src/fabledassistant/services/chat.py`, update the WHERE clause at line 130:
In `src/scribe/services/chat.py`, update the WHERE clause at line 130:
```python
result = await session.execute(
@@ -708,7 +708,7 @@ result = await session.execute(
- [ ] **Step 3: Update the POST route to accept conversation_type**
In `src/fabledassistant/routes/chat.py`, update `create_conversation_route` (around line 73):
In `src/scribe/routes/chat.py`, update `create_conversation_route` (around line 73):
```python
@chat_bp.route("/conversations", methods=["POST"])
@@ -737,7 +737,7 @@ Expected: all tests pass
- [ ] **Step 5: Commit**
```bash
git add src/fabledassistant/services/chat.py src/fabledassistant/routes/chat.py
git add src/scribe/services/chat.py src/scribe/routes/chat.py
git commit -m "feat: wire conversation_type through create_conversation, exclude mcp from retention sweep"
```
@@ -746,8 +746,8 @@ git commit -m "feat: wire conversation_type through create_conversation, exclude
### Task 6: Semantic search endpoint
**Files:**
- Create: `src/fabledassistant/routes/search.py`
- Modify: `src/fabledassistant/app.py`
- Create: `src/scribe/routes/search.py`
- Modify: `src/scribe/app.py`
- Create: `tests/test_search_route.py`
- [ ] **Step 1: Write the failing test**
@@ -762,7 +762,7 @@ from unittest.mock import patch, AsyncMock
def test_content_type_mapping():
"""Verify content_type string maps to correct is_task value."""
from fabledassistant.routes.search import _content_type_to_is_task
from scribe.routes.search import _content_type_to_is_task
assert _content_type_to_is_task("note") is False
assert _content_type_to_is_task("task") is True
assert _content_type_to_is_task("all") is None
@@ -779,13 +779,13 @@ Expected: `ImportError` (module doesn't exist yet)
- [ ] **Step 3: Write the route**
Create `src/fabledassistant/routes/search.py`:
Create `src/scribe/routes/search.py`:
```python
from quart import Blueprint, jsonify, request
from fabledassistant.auth import login_required, get_current_user_id
from fabledassistant.services.embeddings import semantic_search_notes
from scribe.auth import login_required, get_current_user_id
from scribe.services.embeddings import semantic_search_notes
search_bp = Blueprint("search", __name__, url_prefix="/api/search")
@@ -834,9 +834,9 @@ Note: check `services/embeddings.py` to confirm the return type of `semantic_sea
- [ ] **Step 4: Register in app.py**
Add to imports in `src/fabledassistant/app.py`:
Add to imports in `src/scribe/app.py`:
```python
from fabledassistant.routes.search import search_bp
from scribe.routes.search import search_bp
```
Add registration:
@@ -855,8 +855,8 @@ Expected: all tests pass
- [ ] **Step 6: Commit**
```bash
git add src/fabledassistant/routes/search.py \
src/fabledassistant/app.py \
git add src/scribe/routes/search.py \
src/scribe/app.py \
tests/test_search_route.py
git commit -m "feat: add GET /api/search semantic search endpoint"
```
@@ -1905,7 +1905,7 @@ async def send_message(
return f"Error: {e}"
```
Note: verify the Fable message POST endpoint path by checking `src/fabledassistant/routes/chat.py` — search for the route that accepts a user message and triggers generation. Adjust `/api/chat/conversations/{conv_id}/messages` if the actual path differs.
Note: verify the Fable message POST endpoint path by checking `src/scribe/routes/chat.py` — search for the route that accepts a user message and triggers generation. Adjust `/api/chat/conversations/{conv_id}/messages` if the actual path differs.
- [ ] **Step 4: Run tests**
+200
View File
@@ -0,0 +1,200 @@
# Speech-to-Speech (S2S) Design Spec
**Branch:** `feature/voice-s2s`
**Date:** 2026-03-29
**Status:** Approved for implementation
---
## Decisions
- **STT:** faster-whisper (in-process Python, model size configurable via `STT_MODEL` env var)
- **TTS:** Kokoro TTS (in-process Python, voice/speed/style configurable per-user)
- **Input mode:** Push-to-talk (Phase 1); VAD deferred
- **No browser STT/TTS fallbacks** — self-hosted only, data stays on-server
- **No Android app** — web only for this implementation
---
## New Env Vars (`config.py`)
| Var | Default | Description |
|---|---|---|
| `VOICE_ENABLED` | `false` | Feature flag — opt-in |
| `STT_BACKEND` | `faster-whisper` | Only supported value currently |
| `STT_MODEL` | `base.en` | `tiny.en` / `base.en` / `small.en` / `medium.en` |
| `TTS_BACKEND` | `kokoro` | Only supported value currently |
---
## Per-User Settings (stored in `settings` table)
| Key | Default | Description |
|---|---|---|
| `voice_tts_voice` | `af_heart` | Kokoro voice ID |
| `voice_tts_speed` | `1.0` | Speech rate, 0.71.3 |
| `voice_speech_style` | `conversational` | `conversational` / `concise` / `detailed` |
---
## New Backend Files
### `src/scribe/services/stt.py`
Lazy singleton `WhisperModel` loader. Public API:
- `load_stt_model()` — called at startup via `asyncio.create_task`
- `transcribe(audio_bytes, mime_type) -> str` — runs in `run_in_executor`; writes bytes to `NamedTemporaryFile`, returns concatenated segment text
- `stt_available() -> bool`
### `src/scribe/services/tts.py`
Lazy singleton `KPipeline` loader. Public API:
- `load_tts_model()` — called at startup
- `synthesise(text, voice, speed) -> bytes` — runs in `run_in_executor`; returns WAV bytes (24kHz, 16-bit mono)
- `list_voices() -> list[dict]` — returns static list of known Kokoro voice IDs + labels
- `tts_available() -> bool`
### `src/scribe/routes/voice.py`
Blueprint at `/api/voice`, all routes `@login_required`.
| Endpoint | Method | Description |
|---|---|---|
| `/api/voice/status` | GET | STT/TTS availability; `enabled` false if `VOICE_ENABLED=false` |
| `/api/voice/voices` | GET | List available Kokoro voices |
| `/api/voice/transcribe` | POST | multipart `audio` field → `{"transcript": "...", "duration_ms": 123}` |
| `/api/voice/synthesise` | POST | `{"text", "voice", "speed"}` → WAV bytes |
---
## Modified Backend Files
### `src/scribe/app.py`
- Register `voice_bp` blueprint
- In `startup()`: `asyncio.create_task(load_stt_model())` + `asyncio.create_task(load_tts_model())` when `VOICE_ENABLED`
### `src/scribe/config.py`
- Add 4 new env var attributes
- Add validation in `validate()`
### `src/scribe/services/llm.py`
- Add `voice_mode: bool = False` and `voice_speech_style: str = "conversational"` to `build_context()`
- When `voice_mode=True`, prepend: *"Respond naturally as if speaking aloud. No markdown, bullet points, headers, or code blocks. Complete sentences only."*
- Append style modifier based on `voice_speech_style`
### `src/scribe/services/generation_task.py`
- Add `voice_mode: bool = False` to `run_generation()`
- Read `voice_speech_style` from settings when voice_mode; pass both to `build_context()`
### `src/scribe/routes/chat.py`
- Allow `"voice"` in `conversation_type` whitelist
### `src/scribe/services/chat.py`
- Exclude `conversation_type == "voice"` from auto-cleanup retention
---
## New Frontend Files
### `frontend/src/composables/useVoiceRecorder.ts`
Wraps `MediaRecorder`. Exports: `recording`, `error`, `isSupported`, `startRecording()`, `stopRecording() -> Promise<Blob>`.
### `frontend/src/composables/useVoiceAudio.ts`
Wraps `AudioContext`. Exports: `playing`, `isSupported`, `play(blob)`, `stop()`.
### `frontend/src/components/VoiceOverlay.vue`
Floating PTT button (fixed bottom-right). Creates/reuses a `"voice"` conversation. Full flow: record → transcribe → send → stream → synthesise → play. Space bar hotkey (from `App.vue`). Mounted globally in `App.vue`.
---
## Modified Frontend Files
### `frontend/src/api/client.ts`
Add: `transcribeAudio(blob)`, `synthesiseSpeech(text, voice?, speed?)`, `getVoiceStatus()`, `getVoiceList()`
### `frontend/src/views/BriefingView.vue`
- "Listen" button: reads latest assistant message aloud via TTS
- Mic button in input bar: PTT → transcribe → auto-fill input → send
- Auto-TTS on assistant response when in listen mode
### `frontend/src/views/SettingsView.vue`
- New "Voice" tab: voice dropdown, speed slider, speech style radio
- Loads from `/api/settings`, saves via `PUT /api/settings`
### `frontend/src/App.vue`
- Mount `<VoiceOverlay />`
- Space bar → `"voice:ptt-toggle"` custom event
---
## Audio Format
| Direction | Format | Rationale |
|---|---|---|
| Browser → Server | WebM/Opus | Native `MediaRecorder` output; no re-encoding |
| Server → Browser | WAV (24kHz, 16-bit mono) | Kokoro native; no re-encoding; `decodeAudioData` compatible |
---
## Dependencies to Add (`pyproject.toml`)
```toml
[project.optional-dependencies]
voice = [
"faster-whisper>=1.0",
"kokoro>=0.9",
"soundfile>=0.12",
]
```
Install unconditionally in Docker (activated by `VOICE_ENABLED` at runtime):
```dockerfile
RUN pip install faster-whisper kokoro soundfile
```
---
## Database Migration
No schema changes required. `conversation_type` is unconstrained TEXT. Voice settings use existing key-value `settings` table. Optional no-op migration `0034_voice_conversation_type.py` for audit trail.
---
## Implementation Phases
### Phase 1 — Backend services + routes
1. Add env vars to `config.py`
2. Create `services/stt.py` (faster-whisper)
3. Create `services/tts.py` (Kokoro)
4. Create `routes/voice.py` (4 endpoints)
5. Wire model loading into `app.py` startup
6. Add `voice_mode` to `build_context()` + `run_generation()`
7. Allow `"voice"` conversation type in chat route + cleanup exclusion
### Phase 2 — BriefingView listen + voice follow-up
1. Create `useVoiceRecorder.ts`
2. Create `useVoiceAudio.ts`
3. Add voice API functions to `client.ts`
4. Add "Listen" button + mic button to `BriefingView.vue`
### Phase 3 — VoiceOverlay for general voice chat
1. Create `VoiceOverlay.vue`
2. Mount in `App.vue` + Space bar hotkey
### Phase 4 — Settings UI
1. Add "Voice" tab to `SettingsView.vue`
---
## Kokoro Voice Reference
| ID | Character |
|---|---|
| `af_heart` | American female, warm (recommended default) |
| `af_bella` | American female, expressive |
| `af_nicole` | American female, breathy/intimate |
| `af_sarah` | American female, clear |
| `af_sky` | American female, bright |
| `am_adam` | American male, neutral |
| `am_michael` | American male, deeper |
| `bf_emma` | British female |
| `bf_isabella` | British female, formal |
| `bm_george` | British male |
| `bm_lewis` | British male, casual |
+216
View File
@@ -0,0 +1,216 @@
# Agentic Briefing — Design Spec
**Date:** 2026-04-10
**Status:** Proposed
**Author:** bvandeusen + Claude
---
## Problem
The current briefing pipeline hallucinates calendar events, tasks, and news items that do not exist in the user's actual data. Observed examples from production:
- A morning briefing asserting "your dentist appointment is still in progress" when no such event existed
- An 8am check-in mentioning "a quick meeting at 10:30 AM" with no backing calendar entry
- A midday check-in inventing "a team huddle at 2:30 PM" and "the Q2 budget draft due by Friday"
- The model calling `search_images` in response to a clarifying question about a fabricated meeting
These are not bugs in data retrieval — the data gathering code (`_gather_internal`, `_gather_external`) returns correct values. They are a structural consequence of how the briefing context is assembled.
## Root cause — the "no receipt" problem
The current `run_compilation` pipeline does this:
1. Python code gathers data (tasks, events, weather, news) from the database
2. Python formats the data into a structured text blob as the user-role message: `TODAY'S EVENTS: ...`, `DUE TODAY: ...`, etc.
3. The LLM is called **once** with `[system_prompt, user_prompt]` and produces prose
4. Only the prose reply is written to the conversation. **The underlying data is never persisted in the conversation history.**
When the user later chats in the briefing conversation, the chat endpoint loads the full conversation history — which contains the model's *prose* from earlier but not the data that prose was derived from. The model's own prior output becomes the only source of "truth" available for follow-up questions. If that prose asserted a fact (real or hallucinated), the model has no way to distinguish it from ground truth when generating the next reply, and it will double down.
Compounding factors:
- **Empty sections are silently omitted.** If `calendar_events` is empty, the user prompt contains no `TODAY'S EVENTS:` line at all. The model has no explicit "zero events" signal — combined with an imperative system prompt ("note calendar events and tasks"), it interprets the silence as "I should mention some" and fabricates.
- **Scheduled slot injections append synthetic turns.** `run_slot_injection` writes a fake `[Midday briefing update]` user message and the assistant reply into the persistent conversation. By evening, the chat history contains three separate briefings, each potentially with errors, all treated as equal-weight context on follow-up.
- **The `search_images` tool is available during briefing chat**, with a negative-instruction description ("Not for factual questions"). Small and mid-sized models frequently ignore negative guidance in tool descriptions and call the tool anyway.
## Solution — agentic briefing (the receipt model)
Replace the one-shot synthesis with a tool-call loop. The briefing is no longer "a text blob synthesized from pre-gathered data." It is **a scheduled agent run**: the LLM is given a system prompt, a curated set of read-only data tools, and a trigger ("generate the morning briefing"). The model must call tools to see what exists. Every tool call and tool result becomes part of the conversation history, where it lives as a permanent, structured receipt.
### Why this fixes the hallucination
When the model calls `list_events(today) → []`, that empty array is now a persistent message in the conversation. On a follow-up question like "what meeting?", the chat endpoint loads the conversation and the model sees its own tool result from the morning showing no events. Answering "you had a meeting at 10:30" would require the model to directly contradict a tool result sitting two messages back — something LLMs are much more reliable at avoiding than contradicting their own prior prose.
In short: **the model cannot fabricate what has a visible receipt proving it does not exist.**
### What the model sees — before vs after
**Before** — the model sees one structured blob and produces prose. The blob is discarded.
```
[system] You are a personal assistant... weave together what matters...
[user] Date: 2026-04-10
WEATHER: Home — partly cloudy, 816°C
DUE TODAY: Fix briefing hallucinations
OVERDUE (2 tasks): ...
[assistant] Morning! Looks like a quiet day with two overdue items...
```
**After** — the model is given tools and iterates to ground truth.
```
[system] You are the user's personal assistant giving their morning briefing.
Use tools to see what's relevant. Only mention things you learned from
tool calls. If a tool returns nothing, say so honestly.
[user] Generate the morning briefing.
[assistant] tool_call: list_tasks(filter="due_today")
[tool] [{"id": 81, "title": "Fix briefing hallucinations", ...}]
[assistant] tool_call: list_tasks(filter="overdue")
[tool] [{"id": 42, ...}, {"id": 43, ...}]
[assistant] tool_call: list_events(today)
[tool] []
[assistant] tool_call: get_weather(location="home")
[tool] {"description": "partly cloudy", "temp_min": 8, "temp_max": 16}
[assistant] tool_call: get_rss_items(max=8)
[tool] [...]
[assistant] Morning! Partly cloudy today, 8 to 16 — nothing on the calendar
so it's a clean run at the desk. Two things to keep in mind...
```
The conversation now contains verifiable receipts: `list_events(today)` returned `[]`, and that result sits in context forever (until pruned). Follow-up questions operate against those receipts.
## Architecture
### Existing infrastructure (reused, not rebuilt)
The codebase already has the agentic primitives — they're used for regular chat:
- **`llm.py::stream_chat_with_tools`** — the streaming tool-use loop that talks to Ollama with a `tools` parameter and yields tool-call chunks
- **`generation_task.py::_stream_with_retry`** — wraps `stream_chat_with_tools` with retry-on-500 behavior for cold-model races
- **`tools.py`** — defines 40+ tool schemas and an execution dispatcher
The briefing bypasses all of this and calls a one-shot `_llm_synthesise` helper. The refactor is mainly "route briefings through the same pipeline regular chat already uses."
### New modules
**`briefing_tools.py`** — a small wrapper exposing a curated read-only subset of `tools.py` for briefing runs. This is an **explicit allowlist**, not a blocklist, so newly-added tools must be opted in:
| Tool | Purpose |
|---|---|
| `list_tasks` (with filter args) | See what's actionable today, overdue, high priority |
| `list_events` (today / upcoming) | Know what's on the calendar |
| `get_weather` | Current/forecast weather |
| `get_rss_items` | Pull news themes filtered by user preferences |
| `list_projects` | Understand project context |
| `search_projects` | Surface active project summaries |
| `list_notes` (recent) | Capture follow-ups from yesterday |
**Explicitly omitted** from the briefing tool set:
- `search_images`, `search_web`, `research_topic`, `read_article` — external search is not a briefing concern, and `search_images` is the source of the "Peter Kyle Science Secretary" image-search bug
- All `create_*`, `update_*`, `delete_*` — briefings are read-only; a scheduled background job must not decide to mutate the user's data on its own
- `set_rag_scope`, `calculate` — not relevant to briefing content
### New briefing function
**`briefing_pipeline.py::run_agentic_briefing(user_id, slot, model, conversation_id)`** replaces `run_compilation`'s body (and eventually `run_slot_injection`). Internally:
1. Build a slot-specific system prompt (see below)
2. Load the curated briefing tools from `briefing_tools.py`
3. Seed messages with `[system, user]` where the user message is a simple trigger like `"Generate the morning briefing."`
4. Enter a tool-call loop (max 8 iterations):
- Call `stream_chat_with_tools`
- If the model returns `tool_calls`, execute them via the existing dispatcher, append tool results, continue
- If the model returns a final assistant message with no pending tool calls, break
5. Return `(final_prose, full_message_list, metadata)`
The full message list is important: it's written to the conversation along with the final prose, so the tool-call receipts become part of the persistent record.
### Slot-specific system prompts
Compilation (full morning briefing):
```
You are the user's personal assistant giving their full morning briefing.
Use the tools available to see what's actually relevant today — tasks due,
overdue items, events on the calendar, weather, news themes, project state
— and weave it into a warm, natural-sounding summary.
Rules:
- Call tools to see the data. Never assert facts you didn't learn from a tool.
- If a tool returns nothing (no events today, no overdue tasks), say so
honestly. Don't fabricate items to fill space.
- Write flowing prose. No markdown, no headers, no bullet points.
- Aim for 610 sentences. Skip topics that have nothing interesting.
- Close on one or two concrete, actionable suggestions.
User profile (for tone and preferences):
{profile_body}
```
Check-ins (midday, afternoon):
```
You are the user's personal assistant giving a brief {slot} check-in.
Use tools to see what's changed since this morning. Focus on progress
and what's still unaddressed.
Rules:
- Call tools to see current state. Never assert facts without tool results.
- If nothing meaningful has changed, say so briefly — don't invent progress.
- 35 sentences, natural prose, no markdown.
```
### Conversation hygiene — removing the fake user messages
The current scheduler appends two fake messages on every slot injection:
```python
await post_message(conv.id, "user", f"[{slot.title()} briefing update]")
await post_message(conv.id, "assistant", text)
```
Under the agentic model, we drop the fake `"user"` message entirely. Slot updates become plain assistant messages tagged with `metadata.briefing_slot = "midday"`. The chat endpoint's message loader is updated to filter these when building the LLM context on follow-ups, so a user chatting in the briefing conversation doesn't see three earlier briefings smashed into their history. The UI continues to show them as visible timeline entries.
(This is the Option A filter from the earlier discussion — a small, surgical change compared to migrating briefings to a separate sidecar table. Sidecar storage remains a possible future step.)
### Ollama setup compatibility
The existing Ollama deployment uses non-parallel mode across two GPUs, with a concern about context duplication between cards. This is the correct setup for agentic briefings:
- Each tool-call iteration shares the same KV cache on the same GPU, so appending tool results is cheap
- There is no race where a second iteration could land on a different card with a different cache state
- The trade-off is serialization: a briefing in progress will block a concurrent user chat request until it finishes, but scheduled briefings are rare enough (4× per day) that this is acceptable
If GPU contention becomes a problem later, the right lever is pinning specific models to specific GPUs (e.g., background tasks on GPU 1, interactive models on GPU 0) — not enabling parallelism.
## Cost & trade-offs
- **Latency:** a briefing now makes 57 inference calls (one per tool-call decision plus the final prose) instead of 1. On a local Ollama with a 7B model, expect 1540s per briefing vs the current 510s. Acceptable for a background job; if it becomes painful at the user-facing check-in slots, investigate letting the model batch independent tool calls in a single turn (Ollama supports this).
- **Model requirements:** the default model must be reliable at tool calling. `qwen2.5:7b`, `llama3.1:8b`, `mistral-small-3:24b`, and similar handle it well. Models in the ≤3B class typically fail — they either emit no tool calls and return empty prose, or hallucinate invalid tool arguments. If a user's `default_model` is too small, agentic mode should fall back to legacy mode with a log warning.
- **Context growth:** tool results bloat the conversation. At 8 tool calls per compilation × 4 slots per day, a daily briefing conversation can reach 20-30 KB of JSON-heavy history. Fine for a day; aged briefings should be archived/rolled up after 7 days.
- **Tool subset drift:** someone adds a new mutating tool to `tools.py` and forgets to update the briefing allowlist. Mitigated by the allowlist model — the default for new tools is "not exposed to briefings."
- **Infinite loop safety:** a buggy model could tool-call forever. Hard cap at 8 iterations, log a warning if hit, return whatever prose was last produced (or a fallback message).
## Migration path
Ship incrementally, each step independently reversible:
**PR 1 — Agentic compilation behind a feature flag.** Add `briefing_tools.py`, add `run_agentic_briefing`, add a per-user setting `briefing_mode: "legacy" | "agentic"` (default legacy). Route only the 4am compilation through the new path when the flag is set. Keep slot-injection on the legacy path. Enable the flag on the author's account first, validate output quality over several days, then flip the default for all users. No DB migration required — the setting lives in the existing `settings` table.
**PR 2 — Agentic slot injections + conversation hygiene.** Migrate midday/afternoon check-ins to the same pipeline. Remove the fake `[Midday briefing update]` user-role message; slot updates become plain assistant messages tagged with `metadata.briefing_slot`. Add a chat-message-loader filter that excludes slot-tagged messages from the LLM context on follow-ups (they remain visible in the UI).
**PR 3 — UI polish.** Collapsed tool-call status row in the briefing card ("✓ checked calendar · ✓ looked at tasks · ✓ pulled weather"), expanding to show tool results on click. Tool-result cards (weather, news, task list) rendered inline where useful.
**PR 4 (optional) — Sidecar storage for briefing snapshots.** If the chat-filter approach in PR 2 feels too hacky, migrate briefings out of the conversations table and into a dedicated `briefing_snapshots` table. Frontend renders them as pinned timeline cards separate from chat. Larger refactor; defer until PR 13 prove the approach works.
## Secondary win — tightening the main chat system prompt
The regular chat is already agentic (it uses `stream_chat_with_tools`), but its system prompt does not explicitly require the model to ground factual claims in tool results. The prompt discipline introduced for briefings — *"Never assert facts you didn't learn from a tool. If a tool returns nothing, say so honestly."* — is worth applying to the main chat system prompt in a follow-up PR. The mechanism already works; only the framing needs tightening.
## Out of scope
- The Android Flutter client's failure to render `search_images` tool-result cards. This is a separate rendering gap in the mobile app and does not affect the server-side fix. Tracked separately.
- Re-evaluating the Ollama parallelism setting. The current non-parallel config is correct for this work.
- Replacing the background model for title/summary/observation extraction. That model's role is unrelated to briefings.
-73
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@@ -1,73 +0,0 @@
# Android Companion App
The Android companion app lives in a separate repository at `/home/bvandeusen/Nextcloud/Projects/fabled_app`.
## Stack
- Flutter + Dart
- Riverpod (state management)
- GoRouter (navigation)
- Dio (HTTP client)
- PersistCookieJar (session persistence)
- SSE streaming via `fetch` + `ReadableStream` bridge
## Architecture
```
lib/
app.dart # GoRouter + _Shell + _QuickCaptureBar
core/constants.dart # Routes.*
data/
models/ # note.dart, task.dart, project.dart
api/ # notes_api.dart, tasks_api.dart, projects_api.dart
repositories/ # notes, tasks, projects repositories
providers/
api_client_provider.dart # all API + repository providers
notes_provider.dart # NotesNotifier
tasks_provider.dart # TasksNotifier
projects_provider.dart # ProjectsNotifier
screens/
notes/note_edit_screen.dart # chip tag input + ProjectSelector
tasks/task_edit_screen.dart # ProjectSelector
projects/project_list_screen.dart
widgets/
project_selector.dart # reusable DropdownButtonFormField
```
## Navigation
4-tab shell (Notes · Tasks · Projects · Chat):
- Phone: bottom `NavigationBar`
- Tablet/landscape: `NavigationRail`
Quick Capture bar persists across all tabs. Settings accessible from top-right icon.
## Feature Status
| Feature | Status | Notes |
|---------|--------|-------|
| Notes CRUD | ✅ | Tags chip input; project selector in editor |
| Tasks CRUD | ✅ | Project selector in editor |
| Projects list | ✅ | Active/archived sections; long-press status change; create dialog |
| Chat + SSE | ✅ | Full streaming |
| Quick Capture | ✅ | Offline queue with retry |
| Tags | ✅ | Chip input in NoteEditScreen; typed as `List<String>` |
| Project assignment | ✅ | `ProjectSelector` dropdown in Note + Task editors |
| Milestones | ❌ deferred | Too granular for mobile; web UI handles it |
| Push notifications | ❌ incompatible | Backend uses browser VAPID; Flutter needs FCM/APNs — separate implementation required |
| CalDAV settings | ❌ intentional | Server-side config only; not exposed in mobile app |
## API Compatibility Notes
- `GET /api/projects/:id` returns a flat JSON object (not `{project: ...}` wrapper); includes `summary` field.
- `POST /api/projects` returns the project dict directly (201).
- `PATCH /api/projects/:id` returns the updated project dict.
- Task body field is `body` (not `description`) — the app maps `description``body` on serialize.
## Self-Update
The app supports self-update via the Forgejo release API (`update_provider.dart`). It checks the latest release tag and prompts the user to download and install a new APK when one is available.
## CI
Builds are triggered from the Forgejo Actions pipeline in the `fabled_app` repository. The APK is attached to the release as a downloadable artifact.
+50 -94
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@@ -1,4 +1,4 @@
# API Keys and Fable MCP
# API Keys and Scribe MCP
## API Keys
@@ -19,11 +19,10 @@ Admin-level operations (log access, user management) require a `write`-scoped ke
2. Enter a name (e.g. "Claude MCP", "Home Server")
3. Choose scope
4. Click **Generate Key**
5. Copy the key immediately — it is shown only once
5. Copy the key immediately — it is shown only once (the token is `fmcp_`-prefixed)
After creation you can download:
- **`.env` file** — `FABLE_URL` + `FABLE_API_KEY` ready to paste
- **Claude config JSON** — `mcpServers` block ready to merge into `~/.claude.json`
Paste the key into the `Authorization: Bearer <key>` header of your MCP client
config (see **Scribe MCP Server** below).
### Revoking a Key
@@ -31,73 +30,37 @@ Click **Revoke** next to the key in the API Keys table and confirm. Revoked keys
---
## Fable MCP Server
## Scribe MCP Server
The Fable MCP server (`fable-mcp`) exposes Fable as a set of MCP tools that Claude (and other MCP clients) can use to read and write your notes, tasks, projects, and more.
Scribe exposes itself as a set of MCP tools that Claude (and other MCP clients)
can use to read and write your notes, tasks, projects, rulebooks, and more. The
server is **built into the app** — it is mounted as a streamable-HTTP endpoint
at **`/mcp`** on the running Scribe instance (`src/scribe/mcp/server.py`). There
is nothing to install: no wheel, no separate package, no CLI. You connect a
client straight to the URL with a Bearer token.
### Download
### Authentication
The wheel is bundled into the Docker image at build time and available for download from **Settings → API Keys → Fable MCP** when you are logged in.
You can also download it directly:
```
GET /api/fable-mcp/download
```
(Requires login — authenticated browser session or API key in `Authorization: Bearer <key>` header.)
### Installation
```bash
# Install the wheel
pip install fable_mcp-*.whl
# Verify
fable-mcp --help
```
### Configuration
The server reads two environment variables:
| Variable | Description |
|----------|-------------|
| `FABLE_URL` | Base URL of your Fable instance (e.g. `https://notes.example.com`) |
| `FABLE_API_KEY` | API key generated from Settings → API Keys |
Create a `.env` file in your working directory, or set them in your shell / MCP config.
### Claude Code (Global)
Add to `~/.claude.json`:
```json
{
"mcpServers": {
"fable": {
"type": "stdio",
"command": "fable-mcp",
"env": {
"FABLE_URL": "https://your-fable-instance.example.com",
"FABLE_API_KEY": "your-api-key"
}
}
}
}
```
Authenticate with an API key generated from **Settings → API Keys** (see above),
sent as `Authorization: Bearer fmcp_<key>`. A `read`-scoped key may call only the
read tools (`get_*`, `list_*`, `search`, `enter_project`, `retrieval_telemetry`);
any write/delete tool is rejected with `403`. The allow-list is explicit rather
than derived from the name — see `_READ_ONLY_TOOLS`, which is why the two reads
without a read-shaped name are spelled out here. A `write`-scoped key may call everything.
### Claude Code (Project-scoped)
Add a `.mcp.json` at the project root (same format as the global config). Project-scoped config takes precedence over global when the same server name is defined in both. This is useful for using a dev instance or admin key within a specific project.
Add a `.mcp.json` at the project root. The server `type` is `http` and the URL is
your instance's `/mcp` endpoint:
```json
{
"mcpServers": {
"fable": {
"type": "stdio",
"command": "fable-mcp",
"env": {
"FABLE_URL": "http://localhost:5000",
"FABLE_API_KEY": "your-dev-api-key"
"scribe": {
"type": "http",
"url": "https://your-scribe-instance.example.com/mcp",
"headers": {
"Authorization": "Bearer fmcp_your-api-key"
}
}
}
@@ -106,39 +69,32 @@ Add a `.mcp.json` at the project root (same format as the global config). Projec
Note: `.mcp.json` contains an API key and should be added to `.gitignore`.
### Claude Code (Global)
The same `mcpServers` block can live in `~/.claude.json` to make the server
available across all projects. A project-scoped `.mcp.json` takes precedence over
the global entry when both define the same server name — useful for pointing a
specific project at a dev instance or an admin key.
### Available Tools
| Tool | Description |
|------|-------------|
| `fable_list_notes` | List notes, filter by tag or search text |
| `fable_get_note` | Fetch a note by ID |
| `fable_create_note` | Create a new note |
| `fable_update_note` | Update a note |
| `fable_delete_note` | Delete a note |
| `fable_list_tasks` | List tasks, filter by status or project |
| `fable_get_task` | Fetch a task by ID |
| `fable_create_task` | Create a new task |
| `fable_update_task` | Update a task |
| `fable_add_task_log` | Append a work log entry to a task |
| `fable_list_projects` | List all projects |
| `fable_get_project` | Fetch a project with milestone summary |
| `fable_create_project` | Create a project |
| `fable_update_project` | Update a project |
| `fable_list_milestones` | List milestones for a project |
| `fable_create_milestone` | Create a milestone |
| `fable_update_milestone` | Update a milestone |
| `fable_search` | Semantic search over notes and tasks |
| `fable_list_conversations` | List MCP chat conversations |
| `fable_send_message` | Send a message to Fable's LLM |
| `fable_get_app_logs` | Fetch application logs (admin key required) |
The tool surface is large (~70 tools) and evolves with the app, so the live
registration in **`src/scribe/mcp/tools/`** is the source of truth rather than a
table here. The tools are grouped by family:
### Development Notes
| Family | Examples | Purpose |
|--------|----------|---------|
| Notes | `create_note`, `get_note`, `update_note`, `delete_note`, `list_notes` | Free-form knowledge |
| Tasks | `create_task`, `update_task`, `add_task_log`, `start_planning` | Actionable work + plans |
| Projects / Milestones | `enter_project`, `get_project`, `create_milestone`, … | Containers and outcomes |
| Search / Recall | `search`, `get_recent`, `list_tags`, `retrieval_telemetry` | Semantic + structured recall, and the readout its thresholds are tuned from |
| Systems | `create_system`, `list_systems`, `list_system_records` | Reusable per-project subsystems/areas |
| Rulebooks | `list_always_on_rules`, `list_rules`, `create_rule`, `create_project_rule`, `subscribe_project_to_rulebook`, … | Engineering/workflow rules |
| Processes | `list_processes`, `get_process`, `create_process` | Saved prompts/workflows |
| Trash | `list_trash`, `restore`, `purge_trash` | Recoverable deletes |
| Admin | `get_app_logs` (write/admin key) | Diagnostics |
The `fable-mcp` package lives in `fable-mcp/` in this repository. The Docker build compiles it into a wheel at `/app/dist/` so it can be served for download without requiring the source tree at runtime.
To build the wheel locally:
```bash
cd fable-mcp
pip install build hatchling
python -m build --wheel .
```
Server-level usage guidance — when to reach for each entity, the
recall-before-acting reflex, and the rulebook conventions — is delivered to the
client automatically via the MCP server's `instructions` block (defined in
`src/scribe/mcp/server.py`).
+140 -173
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@@ -1,244 +1,211 @@
# API Reference
All endpoints require login (session cookie or `Authorization: Bearer <api-key>`) unless marked **(public)**.
All endpoints are JSON over HTTP under `/api`, and require login unless marked
**(public)**. Browser sessions authenticate with a cookie; programmatic clients use an
`fmcp_` API key as `Authorization: Bearer <key>` (see
[API Keys & MCP](api-keys-and-mcp.md)). Claude reaches the same data through the MCP
endpoint at `/mcp`, not these REST routes.
## Health
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/health` | Health check **(public)** |
| GET | `/api/version` | App version **(public)** |
## Auth
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/auth/status` | `{has_users, registration_open, oauth_enabled, local_auth_enabled}` **(public)** |
| POST | `/api/auth/register` | Register new user (first user becomes admin; 403 if registration closed or local auth disabled) |
| POST | `/api/auth/login` | Login with username/password (403 if local auth disabled) |
| POST | `/api/auth/register` | Register (first user becomes admin) |
| POST | `/api/auth/login` | Login with username/password |
| POST | `/api/auth/logout` | Clear session |
| GET | `/api/auth/me` | Current user info (includes `has_password: bool`) |
| PUT | `/api/auth/password` | Change password `{current_password, new_password}` |
| PUT | `/api/auth/email` | Change email `{email, password?}` (password required only for local-auth users) |
| POST | `/api/auth/invalidate-sessions` | Bump `session_version` — evicts all other sessions, keeps current alive |
| POST | `/api/auth/forgot-password` | Send password reset email `{email}` |
| POST | `/api/auth/reset-password` | Reset password with token `{token, new_password}` |
| GET | `/api/auth/oauth/login` | Initiate OIDC PKCE flow → redirect to provider |
| GET | `/api/auth/oauth/callback` | OIDC callback — exchange code, find/create user, redirect to `/` |
| GET | `/api/auth/invitation/:token` | Validate invitation token **(public)** |
| POST | `/api/auth/register-with-invite` | Register with token `{token, username, password}` **(public)** |
| GET | `/api/auth/me` | Current user info |
| PUT | `/api/auth/password` | Change password |
| PUT | `/api/auth/email` | Change email |
| POST | `/api/auth/invalidate-sessions` | Evict all other sessions |
| POST | `/api/auth/forgot-password` | Send password-reset email |
| POST | `/api/auth/reset-password` | Reset password with token |
| GET | `/api/auth/oauth/login` | Begin OIDC (PKCE) flow |
| GET | `/api/auth/oauth/callback` | OIDC callback |
| GET | `/api/auth/invitation/:token` | Validate an invite **(public)** |
| POST | `/api/auth/register-with-invite` | Register with a token **(public)** |
## Notes
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/notes` | List notes. Params: `q`, `tag`, `sort`, `order`, `limit`, `offset`, `project_id`, `milestone_id`, `parent_id`, `type` (`note`/`task`/`all`) |
| POST | `/api/notes` | Create note `{title, body, tags?, status?, priority?, due_date?, project_id?, milestone_id?, parent_id?}` |
| GET | `/api/notes/tags` | All tags (param: `q` for filter) |
| POST | `/api/notes/suggest-tags` | LLM tag suggestions `{title, body, current_tags?}``{suggested_tags}` |
| POST | `/api/notes/link-suggestions` | Detect note titles as plain text in body `{body, project_id, exclude_note_id}``[{note_id, title, count}]` |
| GET | `/api/notes/by-title` | Resolve note by exact title (param: `title`) |
| POST | `/api/notes/resolve-title` | Get-or-create note by title `{title}` (wikilink click) |
| GET | `/api/notes/:id` | Get single note |
| PUT | `/api/notes/:id` | Full update |
| PATCH | `/api/notes/:id` | Partial update (same fields as PUT) |
| DELETE | `/api/notes/:id` | Delete note |
| POST | `/api/notes/:id/convert-to-task` | Set `status='todo'`, `priority='none'` |
| POST | `/api/notes/:id/convert-to-note` | Clear `status`, `priority`, `due_date` |
| POST | `/api/notes/:id/append-tag` | Add tag `{tag}` → updated note |
| GET | `/api/notes` | List notes (params: `q`, `tag`, `sort`, `order`, `limit`, `offset`, `project_id`, `milestone_id`, `parent_id`) |
| POST | `/api/notes` | Create note |
| GET | `/api/notes/tags` | All tags (param: `q`) |
| POST | `/api/notes/:id/append-tag` | Add a tag `{tag}` |
| POST | `/api/notes/link-suggestions` | Detect note titles as plain text → wikilink candidates |
| GET | `/api/notes/by-title` | Resolve note by exact title |
| POST | `/api/notes/resolve-title` | Get-or-create by title (wikilink click) |
| GET / PUT / PATCH / DELETE | `/api/notes/:id` | Read / replace / patch / delete |
| POST | `/api/notes/:id/convert-to-task` | Note → task |
| POST | `/api/notes/:id/convert-to-note` | Task → note |
| GET | `/api/notes/:id/backlinks` | Notes/tasks with `[[Title]]` references to this note |
| GET | `/api/notes/:id/versions` | List note version history |
| GET | `/api/notes/:id/versions/:vid` | Get a specific version |
| GET | `/api/notes/:id/draft` | Get current AI draft |
| PUT | `/api/notes/:id/draft` | Save AI draft |
| DELETE | `/api/notes/:id/draft` | Delete AI draft |
| POST | `/api/notes/assist` | Launch AI assist generation → 202 `{body, target_section?, instruction, whole_doc?}` |
| GET | `/api/notes/assist/stream` | SSE stream for assist (Last-Event-ID reconnect; events: `chunk`, `done`, `error`) |
| GET | `/api/notes/:id/versions` | Version history |
| GET | `/api/notes/:id/versions/:vid` | A specific version |
| POST | `/api/notes/:id/versions/:vid/pin` | Pin a version |
| GET / PUT / DELETE | `/api/notes/:id/draft` | Unsaved-edit draft (restore across page loads) |
| GET | `/api/notes/graph` | Knowledge-graph nodes/edges |
## Tasks
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/tasks` | List tasks. Params: `q`, `tag`, `status`, `priority`, `due_before`, `due_after`, `sort`, `order`, `limit`, `offset` |
| POST | `/api/tasks` | Create task (accepts `project` name string → resolved to `project_id`) |
| GET | `/api/tasks/:id` | Get task (includes `parent_title`) |
| PUT | `/api/tasks/:id` | Full update |
| GET | `/api/tasks` | List tasks (params: `q`, `tag`, `status`, `priority`, `overdue`, `sort`, `order`, `limit`, `offset`) |
| POST | `/api/tasks` | Create task (accepts a `project` name string → resolved to `project_id`) |
| POST | `/api/tasks/planning` | Start a plan (milestone + steps) |
| GET / PUT / PATCH / DELETE | `/api/tasks/:id` | Read / update / delete |
| PATCH | `/api/tasks/:id/status` | Quick status update `{status}` |
| DELETE | `/api/tasks/:id` | Delete task |
| GET | `/api/tasks/:id/logs` | List work logs |
| POST | `/api/tasks/:id/logs` | Create log `{content, duration_minutes?}` |
| PATCH | `/api/tasks/:id/logs/:log_id` | Update log |
| DELETE | `/api/tasks/:id/logs/:log_id` | Delete log |
| GET | `/api/tasks/:id/recurrence-preview` | Preview next recurrence occurrences |
## Projects & Milestones
**Task work logs**
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/projects` | List projects (owned + shared) |
| POST | `/api/projects` | Create project |
| GET | `/api/projects/:id` | Get project with `milestone_summary` |
| PATCH | `/api/projects/:id` | Update project |
| DELETE | `/api/projects/:id` | Delete project |
| GET / POST | `/api/tasks/:id/logs` | List / append a work log `{content, duration_minutes?}` |
| PATCH / DELETE | `/api/tasks/:id/logs/:log_id` | Update / delete a log |
## Projects, Milestones, Systems, Issues
| Method | Path | Description |
|--------|------|-------------|
| GET / POST | `/api/projects` | List (owned + shared) / create |
| GET / PATCH / DELETE | `/api/projects/:id` | Read (with `milestone_summary`, `inception`) / update / delete |
| POST | `/api/projects/:id/inception` | Record what the project inherits `{choices: {exclude_always_on_rulebooks, subscribe_rulebooks, design_system_id, seed_systems}}` (owner-only; `POST /api/projects` accepts the same under `inception`) |
| GET | `/api/projects/:id/inception/defaults` | What binds if nobody decides — the inception card's payload |
| GET | `/api/projects/:id/notes` | Notes + tasks in this project |
| GET | `/api/projects/:id/milestones` | List milestones |
| POST | `/api/projects/:id/milestones` | Create milestone |
| PATCH | `/api/projects/:id/milestones/:mid` | Update milestone |
| DELETE | `/api/projects/:id/milestones/:mid` | Delete milestone |
| GET / POST | `/api/projects/:id/milestones` | List / create milestones |
| GET / PATCH / DELETE | `/api/projects/:id/milestones/:mid` | Read / update / delete |
| GET | `/api/projects/:id/milestones/:mid/tasks` | Tasks in a milestone |
| GET / POST | `/api/projects/:id/systems` | List / create systems |
| GET / PATCH / DELETE | `/api/projects/:id/systems/:sid` | Read / update / delete |
| GET | `/api/projects/:id/systems/:sid/records` | Records linked to a system |
| GET | `/api/projects/:id/issues` | Project issues |
## Knowledge browse
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/knowledge` | Unified note/task/plan/process feed (params: `type`, `tags`, `sort`, `q`, `limit`, `offset`) |
| GET | `/api/knowledge/ids` | ID-only page (two-tier pagination) |
| GET | `/api/knowledge/batch` | Fetch items by id |
| GET | `/api/knowledge/tags` | Tags in scope |
| GET | `/api/knowledge/counts` | Per-type counts |
## Search
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/search` | Semantic + keyword search over notes/tasks (params: `q`, `type`, `limit`) |
## Rulebooks and rules
| Method | Path | Description |
|--------|------|-------------|
| GET / POST | `/api/rulebooks` | List / create rulebooks |
| GET / PATCH / DELETE | `/api/rulebooks/:id` | Read / update / delete |
| GET / POST | `/api/rulebooks/:id/topics` | List / create topics |
| PATCH / DELETE | `/api/rulebook-topics/:tid` | Edit / delete a topic |
| GET | `/api/rules` | List rules |
| POST | `/api/rulebook-topics/:tid/rules` | Add a rule to a topic |
| GET / PATCH / DELETE | `/api/rules/:id` | Read / update / delete a rule |
| POST | `/api/projects/:id/rulebook-subscriptions` | Subscribe a project to a rulebook |
| GET | `/api/projects/:id/rules` | Applicable rules for a project |
| POST | `/api/projects/:id/rules` | Create a project-scoped rule |
| POST / DELETE | `/api/projects/:id/suppressions/rules/:rid` | Suppress / unsuppress a rule |
| POST / DELETE | `/api/projects/:id/suppressions/topics/:tid` | Suppress / unsuppress a topic |
| POST / DELETE | `/api/projects/:id/exclusions/rulebooks/:rid` | Exclude / include an always-on rulebook for this project (inception) |
## Sharing
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/projects/:id/shares` | List project shares |
| POST | `/api/projects/:id/shares` | Create project share `{user_id?, group_id?, permission}` |
| PATCH | `/api/projects/:id/shares/:sid` | Update permission |
| DELETE | `/api/projects/:id/shares/:sid` | Remove share |
| GET | `/api/notes/:id/shares` | List note shares |
| POST | `/api/notes/:id/shares` | Create note share |
| PATCH | `/api/notes/:id/shares/:sid` | Update permission |
| DELETE | `/api/notes/:id/shares/:sid` | Remove share |
| GET / POST | `/api/projects/:id/shares` | List / add project shares `{user_id?, group_id?, permission}` |
| PATCH / DELETE | `/api/projects/:id/shares/:sid` | Update permission / remove |
| GET / POST | `/api/notes/:id/shares` | List / add note shares |
| PATCH / DELETE | `/api/notes/:id/shares/:sid` | Update permission / remove |
| GET | `/api/shared-with-me` | All resources shared with the current user |
## Groups
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/groups` | List all groups (admin only) |
| POST | `/api/groups` | Create group `{name, description?}` |
| PATCH | `/api/groups/:id` | Update group |
| DELETE | `/api/groups/:id` | Delete group |
| GET | `/api/groups/:id/members` | List members |
| POST | `/api/groups/:id/members` | Add member `{user_id, role}` |
| PATCH | `/api/groups/:id/members/:uid` | Update member role |
| DELETE | `/api/groups/:id/members/:uid` | Remove member |
## Chat
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/chat/conversations` | List conversations (params: `limit`, `offset`) |
| POST | `/api/chat/conversations` | Create conversation `{title?, model?}` |
| POST | `/api/chat/conversations/bulk-delete` | Delete multiple conversations `{ids: number[]}` |
| GET | `/api/chat/conversations/:id` | Get conversation with all messages |
| PATCH | `/api/chat/conversations/:id` | Update title or model |
| DELETE | `/api/chat/conversations/:id` | Delete conversation (cascades to messages) |
| POST | `/api/chat/conversations/:id/messages` | Start generation → 202. Body: `{content, context_note_id?, include_note_ids?, rag_project_id?, workspace_project_id?, think?}` |
| GET | `/api/chat/conversations/:id/generation/stream` | SSE stream (Last-Event-ID reconnect; events: `context`, `chunk`, `tool_call`, `status`, `done`, `error`) |
| POST | `/api/chat/conversations/:id/generation/cancel` | Cancel active generation |
| POST | `/api/chat/messages/:id/save-as-note` | Save assistant message as note |
| POST | `/api/chat/conversations/:id/summarize` | Summarize conversation → note |
| GET | `/api/chat/status` | Ollama availability + model state `{ollama, model, default_model}` |
| GET | `/api/chat/models` | List installed Ollama models (includes `loaded: bool`, `modified_at`) |
| POST | `/api/chat/models/pull` | Pull model (SSE NDJSON progress) `{model}` |
| POST | `/api/chat/models/delete` | Delete model `{model}` |
| GET | `/api/chat/ps` | Currently loaded (hot) models |
| POST | `/api/chat/warm` | Pre-load model into VRAM `{model}` → 202 |
## Quick Capture
| Method | Path | Description |
|--------|------|-------------|
| POST | `/api/quick-capture` | Classify + create item from natural language `{text}``{success, type, message, data}` |
## Search
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/search` | Semantic + keyword search across notes and tasks. Params: `q`, `type` (`note`/`task`/`all`), `limit` |
## Briefing
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/briefing/config` | Get briefing configuration |
| PUT | `/api/briefing/config` | Save briefing configuration |
| GET | `/api/briefing/feeds` | List RSS feeds |
| POST | `/api/briefing/feeds` | Add RSS feed `{url, name?, category?}` |
| DELETE | `/api/briefing/feeds/:id` | Delete feed |
| POST | `/api/briefing/feeds/refresh` | Trigger immediate feed refresh → `{feeds_refreshed, new_items}` |
| GET | `/api/briefing/weather` | Get weather configuration |
| PUT | `/api/briefing/weather` | Save weather locations |
| POST | `/api/briefing/weather/geocode` | Geocode address `{query}``{lat, lon, label}` |
| POST | `/api/briefing/trigger` | Manually fire a briefing slot `{slot}` |
| GET | `/api/briefing/conversations` | List past briefing conversations |
| GET | `/api/briefing/conversations/today` | Get/create today's briefing conversation |
| GET | `/api/briefing/conversations/:id/messages` | Get messages for a briefing conversation |
## Settings
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/settings` | All settings as `{key: value}` |
| PUT | `/api/settings` | Update settings `{key: value, ...}` |
| GET | `/api/settings/models` | Installed models + defaults |
| GET | `/api/settings/search` | Proxy SearXNG search (params: `q`) |
## API Keys
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/api-keys` | List user's API keys |
| POST | `/api/api-keys` | Create key `{name, scope}``{key, ...}` (key shown once) |
| DELETE | `/api/api-keys/:id` | Revoke key |
## Fable MCP Distribution
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/fable-mcp/info` | `{available: bool, filename: string\|null}` |
| GET | `/api/fable-mcp/download` | Download wheel file |
| GET / POST | `/api/groups` | List / create groups |
| GET / PATCH / DELETE | `/api/groups/:id` | Read / update / delete |
| GET / POST | `/api/groups/:id/members` | List / add members `{user_id, role}` |
| PATCH / DELETE | `/api/groups/:id/members/:uid` | Update role / remove |
## Notifications
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/notifications` | List notifications |
| GET | `/api/notifications` | List in-app notifications |
| GET | `/api/notifications/count` | Unread count |
| POST | `/api/notifications/:id/read` | Mark read |
| POST | `/api/notifications/:id/read` | Mark one read |
| POST | `/api/notifications/read-all` | Mark all read |
## Push
## Profile and Settings
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/push/vapid-public-key` | VAPID public key for subscription |
| POST | `/api/push/subscribe` | Register push subscription |
| DELETE | `/api/push/subscribe` | Unregister push subscription |
| GET / PUT | `/api/profile` | Read / update the per-user profile |
| GET / PUT | `/api/settings` | Read / update key-value settings |
| GET | `/api/settings/search` | SearXNG configuration status |
## Images
## API keys
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/images/:id` | Serve cached image **(no auth required — IDs are opaque SHA-256)** |
| GET / POST | `/api/api-keys` | List / create `fmcp_` keys (key shown once) |
| DELETE | `/api/api-keys/:id` | Revoke a key |
## Users
## Plugin (Claude Code)
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/users/search` | Search users by username/email prefix (param: `q`, min 2 chars, excludes self) |
| GET | `/api/plugin/context` | SessionStart context payload (rules + active-project) |
| GET | `/api/plugin/retrieve` | Title-first knowledge-injection candidates |
| GET | `/api/plugin/processes` | Stored Processes for skill-stub sync |
| GET | `/api/plugin/prior-art` | Write-path hint for the plugin hooks (params: `path`, `code`, `repo`, `shapes`, `exclude_ids`, `exclude_sync_ids`, `exclude_derive`); returns `context`, `note_ids`, `sync_note_ids`, `stamped`, `divergence`, `derive`, `derive_keys` |
| GET / POST | `/api/projects/<id>/coverage`, `…/coverage/refresh` | Shape-ledger accounting (`pattern_coverage` line, counts, `derive_groups` — css groups carry `consumers`, `derive_new`, `unused_css`, `divergence`, `recheck`) |
| GET / PUT | `/api/plugin/marketplace-url` | Read / set the plugin marketplace URL |
## Export
## Dashboard, Export, Trash, Users
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/export` | Export data. Params: `format=markdown` (ZIP with `.md` + YAML frontmatter) or `format=json` |
| GET | `/api/dashboard` | Home dashboard payload |
| GET | `/api/export` | Personal export (`format=markdown` ZIP or `format=json`) |
| GET | `/api/trash` | List trashed items, grouped by delete batch |
| POST | `/api/trash/:batch/restore` | Restore a batch |
| DELETE | `/api/trash/:batch` | Purge a batch (irreversible) |
| GET | `/api/users/search` | Search users by prefix (for sharing) |
## Admin
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/admin/backup` | Export backup (`?scope=user` for own data; full requires admin) |
| POST | `/api/admin/restore` | Restore from JSON backup |
| GET | `/api/admin/users` | List all users |
| DELETE | `/api/admin/users/:id` | Delete user (cannot delete self) |
| GET | `/api/admin/registration` | Get registration open/closed state |
| PUT | `/api/admin/registration` | Toggle registration `{open: bool}` |
| POST | `/api/admin/invitations` | Create invitation `{email}` → sends email |
| GET | `/api/admin/invitations` | List pending invitations |
| DELETE | `/api/admin/invitations/:id` | Revoke invitation |
| GET | `/api/admin/logs` | Log entries. Params: `category`, `user_id`, `search`, `date_from`, `date_to`, `limit`, `offset` |
| GET | `/api/admin/logs/stats` | Log category counts |
| GET | `/api/admin/base-url` | Get base URL setting |
| PUT | `/api/admin/base-url` | Set base URL `{base_url}` |
| GET | `/api/admin/smtp` | Get SMTP config (password masked) |
| PUT | `/api/admin/smtp` | Save SMTP config |
| POST | `/api/admin/smtp/test` | Send test email `{recipient}` |
| GET | `/api/admin/backup` | Export backup (format v4; `?scope=user` for own data) |
| POST | `/api/admin/restore` | Restore from a backup |
| GET / DELETE | `/api/admin/users` · `/api/admin/users/:id` | List / delete users |
| GET / PUT | `/api/admin/registration` | Get / toggle registration |
| GET / PUT | `/api/admin/smtp` · POST `/api/admin/smtp/test` | SMTP config + test email |
| GET | `/api/admin/logs` · `/api/admin/logs/stats` | Log entries + category counts |
| GET / PUT | `/api/admin/base-url` | Get / set the public base URL |
| GET / PUT | `/api/admin/db-maintenance` (+ `/health`, POST `/run`) | VACUUM schedule, health, manual run |
| POST / GET / DELETE | `/api/admin/invitations` (+ `/:id`) | Create / list / revoke invite links |
## Scribe MCP
Claude clients connect to the built-in MCP server at `POST /mcp` (streamable HTTP,
Bearer auth with an `fmcp_` key), served by `src/scribe/mcp/`. It is not a REST
surface — it exposes the same data as typed tools (`create_note`, `create_task`,
`start_planning`, `search`, `enter_project`, `list_always_on_rules`, …) with
server-level usage guidance delivered in the MCP `instructions` block. See
[API Keys & MCP](api-keys-and-mcp.md).
+38 -42
View File
@@ -20,7 +20,7 @@
│ Docker Compose │
│ │
│ ┌──────────────────────┐ ┌────────────┐ │
│ │ fabledassistant │ │ ollama │ │
│ │ scribe │ │ ollama │ │
│ │ ┌────────────────┐ │ │ │ │
│ │ │ Quart Server │ │ │ LLM API │ │
│ │ │ ┌──────────┐ │ │ │ │ │
@@ -43,22 +43,20 @@
## Project Structure
```
fabledassistant/
scribe/
├── docker-compose.yml # Development stack
├── docker-compose.prod.yml # Production stack (Docker Swarm)
├── Dockerfile # Multi-stage build (Node → Python)
├── alembic/ # Database migrations
│ └── versions/ # Migration files (idempotent raw SQL)
├── fable-mcp/ # Fable MCP server package
│ └── fable_mcp/
│ ├── server.py # FastMCP tool registrations
│ ├── client.py # FableClient (httpx wrapper)
│ └── tools/ # Tool modules (notes, tasks, projects, …)
├── src/fabledassistant/
├── src/scribe/
│ ├── app.py # Quart app factory + blueprint registration
│ ├── config.py # Config class (reads env vars)
│ ├── auth.py # login_required decorator, session checks
│ ├── models/ # SQLAlchemy models
│ ├── mcp/ # In-app MCP server (FastMCP, mounted at /mcp)
│ │ ├── server.py # FastMCP instance + instructions + Quart mount
│ │ └── tools/ # Tool modules (notes, tasks, projects, rulebooks, …)
│ ├── routes/ # API blueprints (one file per resource)
│ ├── services/ # Business logic (access, llm, tools, sharing, …)
│ └── static/ # Built Vue SPA (generated at Docker build time)
@@ -133,11 +131,11 @@ Indexes: GIN on `tags`, B-tree on `status`, B-tree on `title`.
### Settings
Composite PK `(user_id, key)`. Per-user key-value store. CRUD via `services/settings.py`. Used for: `default_model`, `assistant_name`, `briefing_enabled`, `briefing_locations`, `office_days`, etc.
Composite PK `(user_id, key)`. Per-user key-value store. CRUD via `services/settings.py`. Used for: `default_model`, `assistant_name`, `journal_config` (JSON: locations, temp_unit, prep schedule), `user_timezone`, `voice_*`, etc.
### Conversations / Messages
`conversations`: `id`, `title`, `model`, `user_id`, `conversation_type` (`chat`/`briefing`/`mcp`), `briefing_date`, `rag_project_id` (nullable int — RAG scope: NULL=orphan-only, -1=all, positive=project), `created_at`, `updated_at`.
`conversations`: `id`, `title`, `model`, `user_id`, `conversation_type` (`chat`/`journal`/`mcp`), `day_date` (YYYY-MM-DD for journal conversations), `rag_project_id` (nullable int — RAG scope: NULL=orphan-only, -1=all, positive=project), `created_at`, `updated_at`.
`messages`: `id`, `conversation_id` FK CASCADE, `role` (`user`/`assistant`), `content`, `status` (`done`/`generating`), `created_at`.
Title auto-generated by LLM on first exchange, re-generated every 10th message.
@@ -155,11 +153,9 @@ Title auto-generated by LLM on first exchange, re-generated every 10th message.
Permission resolution is centralised in `services/access.py`. `get_project_permission(uid, project_id)` checks ownership → direct share → group-based share → note→project inheritance, returning the highest applicable permission.
### Briefing-Related Tables
### Journal-Related Tables
`rss_feeds`: `id`, `user_id`, `url`, `name`, `category`, `last_fetched_at`.
`rss_items`: `id`, `feed_id` FK, `guid`, `title`, `url`, `summary`, `pub_date`.
`weather_cache`: per-user cache with `lat`, `lon`, `location_name`, `forecast_json`, `fetched_at`.
`weather_cache`: per-user, per-`location_key` cache. Columns: `user_id`, `location_key` (`home`/`work`/etc.), `location_label`, `forecast_json` (Open-Meteo response), `previous_json` (last forecast, used to detect changes), `fetched_at`. Lat/lon are *not* stored on the cache row — they live in the user's `journal_config.locations.{home|work}` setting and are used at refresh time.
### API Keys
@@ -171,7 +167,7 @@ Permission resolution is centralised in `services/access.py`. `get_project_permi
## Detailed File Reference
### Backend (`src/fabledassistant/`)
### Backend (`src/scribe/`)
| File | Responsibility |
|------|---------------|
@@ -188,14 +184,14 @@ Permission resolution is centralised in `services/access.py`. `get_project_permi
| `routes/api.py` | `/api` blueprint; `GET /api/health` (public) |
| `routes/auth.py` | Register, login, logout, me, password/email change, password reset, invite registration, OAuth login+callback; rate limiting; `LOCAL_AUTH_ENABLED` guards |
| `routes/admin.py` | Backup, restore, user management, registration toggle, invitations, base URL, SMTP (admin only) |
| `routes/chat.py` | Conversations CRUD; SSE generation stream; model pull/delete/list/warm; briefing conversation routes |
| `routes/chat.py` | Conversations CRUD; SSE generation stream; model pull/delete/list/warm |
| `routes/notes.py` | Notes CRUD + wikilinks + backlinks + assist + link suggestions + version history + drafts |
| `routes/tasks.py` | Tasks CRUD; `POST` accepts `project` name string (resolved to `project_id`) |
| `routes/task_logs.py` | Task work log CRUD (`GET/POST/DELETE /api/tasks/:id/logs`) |
| `routes/projects.py` | Projects CRUD + summary endpoint |
| `routes/milestones.py` | Milestones CRUD under `/api/projects/:id/milestones` |
| `routes/settings.py` | Per-user settings key-value (`GET/PUT /api/settings/:key`) |
| `routes/briefing.py` | Briefing conversation + reply + history; RSS feed management |
| `routes/journal.py` | Journal config CRUD; today/day/days conversation accessors; weather endpoints (cached/current/refresh/geocode); moments CRUD; trigger-prep |
| `routes/groups.py` | Group CRUD + membership management (admin) |
| `routes/shares.py` | Share project/note with user or group; revoke; list incoming shares |
| `routes/in_app_notifications.py` | In-app notification list + mark-read + count |
@@ -204,7 +200,7 @@ Permission resolution is centralised in `services/access.py`. `get_project_permi
| `routes/images.py` | Serve cached images at `/api/images/<id>` |
| `routes/export.py` | `GET /api/export` — personal Markdown ZIP or JSON array download |
| `routes/api_keys.py` | API key CRUD (`GET/POST/DELETE /api/api-keys`) |
| `routes/fable_mcp_dist.py` | `GET /api/fable-mcp/info` + `GET /api/fable-mcp/download` — package distribution |
| `mcp/server.py` | Mounts the in-app FastMCP server at `/mcp` (streamable HTTP, Bearer auth) |
| `routes/quick_capture.py` | `POST /api/quick-capture` — single-shot natural language item creation |
| `routes/search.py` | `GET /api/search` — semantic + keyword hybrid search |
| `services/auth.py` | `create_user`, `authenticate`, user lookups, password reset tokens, invitation tokens |
@@ -212,8 +208,8 @@ Permission resolution is centralised in `services/access.py`. `get_project_permi
| `services/api_keys.py` | `generate_key()`, `create_api_key()`, `list_api_keys()`, `revoke_api_key()`, `lookup_key()` (SHA-256 hash lookup) |
| `services/llm.py` | `build_context()`, RAG injection, history summarisation, `stream_chat_with_tools()`, URL fetching, SSRF guard |
| `services/generation_task.py` | `run_generation()` — full chat pipeline: intent routing, tool loop, SSE fan-out, push notification; `run_assist_generation()` |
| `services/intent.py` | `classify_intent()` — fast non-streaming LLM call; intent skip heuristic; `_PRIOR_WORK_REFS` fast-path |
| `services/tools.py` | All LLM tool definitions + `execute_tool(user_id, tool_name, arguments, conv_id=None, workspace_project_id=None)` dispatcher; duplicate guards; `_resolve_project()` 4-step lookup; `search_projects` and `set_rag_scope` tools |
| ~~`services/intent.py`~~ | Removed — intent routing eliminated; the main model handles all tool routing directly |
| `services/tools/` | LLM tool package — decorator-based registry (`_registry.py`), shared helpers (`_helpers.py`), and one module per domain: `notes.py` (create/update/delete/search/list/read), `tasks.py` (list/log_work), `entities.py` (save_person/save_place/lists), `projects.py`, `calendar.py`, `web.py`, `rag.py`, `profile.py`, `rss.py`, `weather.py`, `utility.py` (calculate). `execute_tool()` and `get_tools_for_user()` are the public API. |
| `services/projects.py` | Project CRUD + `generate_project_summary()` (Ollama, fire-and-forget) + `backfill_project_summaries()` (startup) |
| `services/embeddings.py` | `upsert_note_embedding()`, `semantic_search_notes(orphan_only=False)` (pgvector cosine similarity) |
| `services/generation_buffer.py` | In-memory SSE event buffer; `cancel_event`; 60s cleanup; supports both chat (int keys) and assist (string keys) |
@@ -227,11 +223,12 @@ Permission resolution is centralised in `services/access.py`. `get_project_permi
| `services/groups.py` | Group CRUD; membership management |
| `services/notifications.py` | Create/read/mark-read in-app notifications |
| `services/task_logs.py` | Append/list/delete work log entries on tasks |
| `services/briefing_pipeline.py` | Two-lane parallel gather → LLM synthesis → `GenerationBuffer` stream |
| `services/briefing_scheduler.py` | APScheduler `BackgroundScheduler`; slots with catch-up logic; async-safe via `asyncio.create_task` |
| `services/briefing_conversations.py` | Briefing conversation persistence and history queries |
| `services/briefing_profile.py` | Per-user profile note that the assistant updates over time |
| `services/research.py` | SearXNG research pipeline: 5 sub-queries → parallel fetch → synthesis; `search_images` for image category |
| `services/journal_prep.py` | Deterministic data gather (tasks/events/weather/projects/recent moments/open threads) → LLM prose opener; persisted as the first assistant message of today's journal Conversation |
| `services/journal_pipeline.py` | System-prompt builder for journal conversations; calls `build_profile_context()` so the LLM sees the user's profile + learned summary |
| `services/journal_scheduler.py` | APScheduler `BackgroundScheduler`; per-user prep job; live-reschedule via `update_user_schedule()`; catch-up logic for missed runs |
| `services/journal_search.py`, `services/moments.py` | Moment recording + search across journal history |
| `services/user_profile.py` | `build_profile_context()` consolidates profile + observations + learned_summary into a system-prompt block |
| `services/research.py` | SearXNG research pipeline: sub-queries → parallel fetch → outline → section synthesis → executive summary → index note with linked section notes |
| `services/events.py` | Internal events CRUD: `list_events`, `create_event`, `update_event`, `delete_event`, `get_event`; source of truth for all event LLM tools |
| `routes/events.py` | `/api/events` — event CRUD routes |
| `services/caldav.py` | Optional CalDAV sync — user-configured external server; syncs to/from internal store via `caldav_uid` FK; `is_caldav_configured()` guards tool activation |
@@ -291,10 +288,10 @@ Permission resolution is centralised in `services/access.py`. `get_project_permi
| `services/access.py` | Permission resolution for all shared resources |
| `services/llm.py` | `build_context()`, RAG injection, history summarisation |
| `services/generation_task.py` | SSE streaming, tool-call loop, GenerationBuffer management |
| `services/tools.py` | All LLM tool implementations (`create_note`, `search_notes`, `get_weather`, …) |
| `services/tools/` | LLM tool implementations (38 tools across 11 modules); decorator-based registry |
| `services/embeddings.py` | `upsert_note_embedding()`, `semantic_search_notes()` |
| `services/briefing_pipeline.py` | Two-lane parallel gather → LLM synthesis → briefing output |
| `services/briefing_scheduler.py` | APScheduler integration, catch-up logic for missed slots |
| `services/journal_prep.py` | Data gather → LLM prose opener; persisted into today's journal conversation |
| `services/journal_scheduler.py` | APScheduler integration, per-user prep job, catch-up for missed runs |
| `services/backup.py` | Full and per-user backup export/restore (version 2 format) |
| `services/weather.py` | Nominatim geocoding + Open-Meteo forecast fetch + DB cache |
| `services/rss.py` | feedparser-based fetch, per-feed DB cache, prune-to-100 |
@@ -311,26 +308,22 @@ See [sso-oauth.md](sso-oauth.md) for provider-specific setup instructions.
## LLM Pipeline Internals
### Intent Routing
### Tool Routing
Before the main model runs, a lightweight intent classifier (`services/intent.py`) runs concurrently with `build_context()`. It makes a fast non-streaming call using a smaller dedicated model (`OLLAMA_INTENT_MODEL`, default `qwen2.5:7b`) to determine if the message requires a tool call.
**Skip heuristic** — Intent classification is skipped entirely for short messages (≤10 words) with no action/object keywords, saving 400800ms on conversational replies.
**Prior-work fast-path**`_PRIOR_WORK_REFS` regex detects phrases like "research you did", "note you made", "using your research" and returns no-tool immediately, preventing `search_web` from firing when the user references existing notes.
If a tool is detected, the intent's one-sentence `ack` field is streamed as the first chunk (TTFT), the tool executes, then the main model generates a follow-up with the tool result. For chat-only responses the main model streams directly.
No separate intent router — the main model handles all tool routing directly via Ollama's structured tool-calling output. The model receives the full tool schema list and decides whether to call a tool or respond conversationally. Extended reasoning (`think=True`) is always on for qwen3-class models: content-based gating was tried but exposed tool-call template fragility on short tool-intent prompts.
### Tool Loop
Multi-round tool loop (max 5 rounds). All implementations in `services/tools.py`; `execute_tool(user_id, tool_name, arguments, conv_id=None, workspace_project_id=None)` is the dispatcher. `conv_id` and `workspace_project_id` are threaded in from `run_generation()` so tools like `set_rag_scope` can write to the current conversation.
Multi-round tool loop (max 5 rounds). All implementations in `services/tools/` (decorator-based registry); `execute_tool(user_id, tool_name, arguments, conv_id=None, workspace_project_id=None)` is the dispatcher. `conv_id` and `workspace_project_id` are threaded in from `run_generation()` so tools like `set_rag_scope` can write to the current conversation.
**Duplicate protection on `create_note` / `create_task`:**
**Unified `create_note` tool** — creates both notes and tasks. Setting `status` (e.g. `"todo"`) creates a task; omitting it creates a knowledge note. All task fields (due_date, priority, milestone, parent_task, recurrence_rule) are available on the single tool.
**Duplicate protection on `create_note`:**
1. Exact title match (case-insensitive) → hard block, redirect to `update_note`
2. Fuzzy title match (SequenceMatcher ≥ 82%; punctuation stripped before candidate search) → hard block
3. Semantic content similarity (threshold 0.90, body ≥ 200 chars) → soft block with `requires_confirmation: true`
3. Semantic content similarity (threshold 0.90, body ≥ 80 chars) → soft block with `requires_confirmation: true`
**Project resolution** (`_resolve_project`): 4-step lookup — (1) exact DB match, (2) `query in title` substring, (3) `title in query` reverse substring, (4) SequenceMatcher ≥ 0.55.
**Project resolution** (`_helpers.resolve_project`): 4-step lookup — (1) exact DB match, (2) `query in title` substring, (3) `title in query` reverse substring, (4) SequenceMatcher ≥ 0.55.
### Context Window and Summarisation
@@ -344,8 +337,11 @@ History summarisation threshold: 30 messages. Keeps 8 recent messages. Summary m
1. Intent model generates 5 focused sub-queries
2. All 5 SearXNG queries run in parallel (200ms stagger to avoid rate limiter)
3. Up to 15 unique URLs fetched in parallel
4. Up to 12 sources passed to synthesis LLM
5. Result saved as a note with `tags=["research"]`
4. LLM generates an outline (28 sections with title + focus)
5. Each section synthesised in parallel from relevant sources
6. Executive summary generated from all section content
7. Index note created with executive summary + links to section notes; section notes linked back via `parent_id`
8. Falls back to single-note synthesis if outline generation fails
SearXNG tip: add the app server IP to `botdetection.ip_lists.pass_ip` in SearXNG `settings.yml` to bypass the rate limiter for trusted backend requests.
+2 -8
View File
@@ -8,7 +8,7 @@ Configuration is via environment variables. The `docker-compose.yml` file sets d
| Variable | Default | Description |
|----------|---------|-------------|
| `DATABASE_URL` | `postgresql+asyncpg://fabled:fabled@db/fabledassistant` | PostgreSQL async connection string |
| `DATABASE_URL` | `postgresql+asyncpg://fabled:fabled@db/scribe` | PostgreSQL async connection string |
| `SECRET_KEY` | `dev-secret-change-me` | Session signing key — **change this in production** |
| `SECRET_KEY_FILE` | — | Path to a Docker secret file containing the key (alternative to `SECRET_KEY`) |
| `LOG_LEVEL` | `INFO` | Logging verbosity (`DEBUG`, `INFO`, `WARNING`, `ERROR`) |
@@ -58,12 +58,6 @@ See [sso-oauth.md](sso-oauth.md) for provider-specific setup.
| `LOG_RETENTION_DAYS` | `90` | Days to keep app logs before automatic pruning |
| `DATA_DIR` | `/data` | Root directory for persistent data (VAPID keys, backups) |
### Fable MCP Distribution
| Variable | Default | Description |
|----------|---------|-------------|
| `FABLE_MCP_DIST_DIR` | `/app/dist` | Directory where the bundled `fable-mcp` wheel is placed at build time |
## Docker Compose Setup
### Development (`docker-compose.yml`)
@@ -91,7 +85,7 @@ The production compose file adds:
```bash
# Create Docker secrets
echo "$(python3 -c 'import secrets; print(secrets.token_hex(32))')" | docker secret create fabled_secret_key -
echo "postgresql+asyncpg://fabled:strongpassword@db/fabledassistant" | docker secret create fabled_db_url -
echo "postgresql+asyncpg://fabled:strongpassword@db/scribe" | docker secret create fabled_db_url -
# Deploy
docker stack deploy -c docker-compose.prod.yml fabled
+573
View File
@@ -0,0 +1,573 @@
# FabledSword Design System
A house-style design system for the FabledSword family of self-hosted applications. FabledSword is the umbrella identity; individual apps share a common visual language but each carries its own signature accent color.
## Brand model
FabledSword is a **house style**, not a single brand. Apps share:
- Typography
- Surfaces and dark-mode foundation
- Component shapes (pills, cards, buttons)
- Spacing system
- Semantic colors (success, warning, error, info)
- Action button colors (moss primary, bronze secondary)
- Voice and tone
Each public app has its own **signature accent** used for: the wordmark, the app icon, active nav state, "you are here" indicators, cursor/selection color, and key brand moments. Accents do **not** appear on action buttons — those stay system-wide.
## Aesthetic direction
Modern mythic with heraldic restraint. Tech-forward execution, but the visual language borrows from manuscripts, heraldry, and forged objects rather than from gaming or fantasy iconography. Dark-mode-first because that's where these apps live.
The reference points: a well-printed book, a well-kept armory, a steward's ledger. Not: a fantasy novel cover, a tabletop RPG character sheet, a Renaissance Faire poster.
---
## Color system
### Universal surfaces (dark mode foundation)
| Token | Hex | Usage |
|---|---|---|
| Obsidian | `#14171A` | Page background, deepest surface |
| Iron | `#1E2228` | Card surfaces, raised elements |
| Slate | `#2C313A` | Hovered surfaces, secondary elevation |
| Pewter | `#3F4651` | Borders, dividers, ghost button outlines |
### Universal text and parchment
| Token | Hex | Usage |
|---|---|---|
| Parchment | `#E8E4D8` | Primary text on dark surfaces |
| Vellum | `#C2BFB4` | Secondary text, captions |
| Ash | `#9C9A92` | Tertiary text, hints, metadata |
Parchment is intentionally not pure white — it's slightly warm to feel like aged paper. Pure white (#FFFFFF) is never used as text color.
### Universal action colors
| Token | Hex | Usage |
|---|---|---|
| Moss | `#4A5D3F` | Primary action buttons (Save, Submit, Confirm) |
| Bronze | `#8B7355` | Secondary action buttons (Cancel-but-not-destructive, alternate paths) |
| Pewter | `#3F4651` | Tertiary/ghost buttons |
**Critical rule:** Action button colors are universal across all apps. A Save button in Scribe and a Save button in Minstrel look identical. Per-app accents do not appear on buttons.
### Semantic colors
| Token | Hex | Usage |
|---|---|---|
| Success | `#4A5D3F` | Success states (same as Moss — they're aligned by design) |
| Warning | `#8B6F1E` | Warnings, caution states |
| Error | `#C04A1F` | Error messages, validation failures |
| Info | `#3D5A6E` | Informational callouts |
| Destructive | `#6B2118` | Destructive action buttons (Delete, Remove, irreversible) |
**Why error and destructive are different:** Error is the orange-red used in alerts and validation messages. Destructive (oxblood) is reserved for buttons that perform irreversible actions — it carries more weight precisely because it's used sparingly. Pair destructive buttons with an icon (trash, X) so color is reinforcement, not the only signal.
### Per-app signature accents
| App | Hex | Mood |
|---|---|---|
| Fabled Scribe | `#5B4A8A` | Dusty violet — ink, manuscripts |
| Minstrel | `#4A6B5C` | Forest teal — music, performance |
| Fabled Forge | `#8B5A2B` | Forge bronze — creation, craft |
| Roundtable | `#4A5D7E` | Slate blue — stewardship, infrastructure |
| FabledSword (umbrella) | `#6B2118` | Oxblood — house identity, ceremonial use only |
**Accent usage rules:**
- The accent appears on the app's wordmark and icon.
- The accent indicates active/current state in nav (the selected page, the active tab).
- The accent is the cursor color and text-selection color in long-form surfaces (Scribe notes, Forge story drafts).
- The accent does NOT appear on primary or secondary action buttons.
- The accent does NOT appear in body text or chrome.
- One accent per app. Don't mix accents within a single app.
### Color contrast
All text-on-surface combinations meet WCAG AA at minimum. Parchment on Obsidian is the maximum-contrast pairing; Vellum on Iron is the lowest-contrast pairing still considered acceptable for body text. Ash is for hints only — never load-bearing information.
---
## Typography
### Type families
| Family | Role | Source |
|---|---|---|
| Fraunces | Display, headings, wordmarks | Google Fonts |
| Inter | Body, UI, labels | Google Fonts |
| JetBrains Mono | Code, terminal output, monospaced data | Google Fonts |
### Why this pairing
Fraunces is a contemporary serif with personality — it has the warmth and authority of a book serif without feeling like costume. It signals "this is considered" without signaling "this is a fantasy product." Inter is the workhorse — neutral, ubiquitous, designed for screens, doesn't compete with the serif. JetBrains Mono is the natural choice for any developer-adjacent product and supports ligatures.
### Type scale
| Token | Size | Weight | Family | Usage |
|---|---|---|---|---|
| Display | 40px | 500 | Fraunces | App wordmark, hero text |
| H1 | 32px | 500 | Fraunces | Page titles |
| H2 | 24px | 500 | Fraunces | Section headings |
| H3 | 18px | 500 | Inter | Subsection headings, card titles |
| Body | 15px | 400 | Inter | Paragraphs, default text |
| Body small | 13px | 400 | Inter | Captions, metadata |
| Label | 12px | 500 | Inter | Buttons, form labels, badges |
| Code | 13px | 400 | JetBrains Mono | Inline code, code blocks |
| Tiny | 11px | 500 | Inter | Micro-labels (`UPPERCASE LETTERSPACED`) |
### Typography rules
- **Sentence case everywhere.** Never Title Case for headings, never ALL CAPS except for the Tiny micro-label style.
- **Two weights only:** 400 regular and 500 medium. Never 600 or 700 — they read heavy in dark mode.
- **Fraunces only at 18px and above.** Below that it loses too much detail and feels fragile. For h3 and below, use Inter.
- **Line height** 1.5 for body, 1.3 for headings, 1.7 for long-form reading surfaces (Scribe notes, Forge drafts).
- **Letter-spacing** at default for everything except the Tiny micro-label, which gets `0.08em` letter-spacing and uppercase styling.
---
## Spacing and layout
### Spacing scale (px)
`4, 8, 12, 16, 20, 24, 32, 48, 64, 96`
Use rem units for vertical rhythm in long-form content (paragraph spacing). Use px for component-internal spacing (padding, gaps).
### Border radius
| Token | Size | Usage |
|---|---|---|
| Small | 4px | Pills, tags, code spans |
| Medium | 8px | Buttons, inputs, small cards |
| Large | 12px | Cards, panels, modals |
| Extra large | 16px | Hero containers, major surfaces |
### Borders
- Default border: `0.5px solid Pewter` (#3F4651)
- Hovered/emphasized border: `0.5px solid Vellum` at 30% opacity
- Featured/active border: `2px solid [accent]` (only for emphasizing a selected card or active tab)
The 0.5px default is deliberate — it reads as a hairline at most pixel densities and avoids the heavy "boxed-in" feeling that 1px+ borders create on dark backgrounds.
---
## Components
### Buttons
| Variant | Background | Text | Border |
|---|---|---|---|
| Primary | Moss `#4A5D3F` | Parchment | None |
| Secondary | Bronze `#8B7355` | Parchment | None |
| Ghost | Transparent | Parchment | 0.5px Pewter |
| Destructive | Oxblood `#6B2118` | Parchment | None — pair with icon |
Padding: `8px 16px` for default, `6px 12px` for compact, `10px 20px` for prominent. Border-radius: 8px. Font: Inter 12px/500 with default letter-spacing.
### Pills and tags
Used for tags, hashtags, code spans, status badges. Background is the accent color at ~15% opacity, text is the accent at full strength. Border-radius 4px, padding `2px 8px`, Inter 11px/500.
In Scribe specifically, hashtags and tags use the dusty violet accent. In Minstrel, they'd use forest teal. The pattern is shared; the color follows the app.
### Cards
- Background: Iron (#1E2228)
- Border: 0.5px Pewter
- Border-radius: 12px
- Padding: 20px
For featured/selected cards, swap to a 2px solid accent border. Don't change the background.
### Inputs
- Background: Obsidian (#14171A) — darker than the page surface to feel "inset"
- Border: 0.5px Pewter
- Border-radius: 8px
- Padding: 8px 12px
- Focus state: 2px solid accent ring (using `box-shadow: 0 0 0 2px [accent]` to avoid layout shift)
### Code blocks
- Background: Obsidian (#14171A)
- Border: 0.5px Pewter
- Border-radius: 8px
- Padding: 12px 16px
- Font: JetBrains Mono 13px/400
- Inline code: same family, with 4px-radius pill background using the app accent at 15% opacity
---
## The FabledSword lockup
A small, persistent FS mark appears in the navigation chrome of every app — the way an Apple logo persists across macOS apps. This is the only place oxblood appears in normal app usage.
**Specification:**
- 16-20px height in nav contexts
- Oxblood (#6B2118) on dark surfaces
- Positioned in the bottom-left of nav rails or top-left when there's no rail
- Hover/click reveals a small menu: link to other apps in the family, link to FabledSword.com, version info
The lockup itself is a small heraldic mark — a stylized FS monogram — *not* a literal sword icon. We're avoiding sword imagery in app chrome because it would clash with the restrained, modern-mythic aesthetic. The wordmark "FabledSword" appears only on the umbrella site and in About/Settings dialogs.
---
## Voice and tone
The FabledSword voice is **understated mythic** — it borrows the register of stewardship, craft, and considered making, but never tips into roleplay or affectation.
### Do
- Use plain language for everything functional. ("Save", "Cancel", "Add note")
- Reserve flavored language for moments where the user is *waiting* or *failing* — loading states, empty states, error pages, 404s.
- Borrow vocabulary from craft and stewardship: "draft", "ledger", "kept", "set aside", "to come", "in progress", "abandoned".
- Be brief. The mythic register is undermined by verbosity.
### Don't
- Don't use thee/thou/thy or pseudo-archaic spelling.
- Don't address the user as "traveler", "wanderer", "adventurer", or any RPG-adjacent epithet.
- Don't use sword/blade/forge metaphors in error messages. ("Your save was forged successfully" — no.)
- Don't make the user feel like they're playing a game when they're just trying to use software.
### Examples
| Context | Plain | FabledSword voice |
|---|---|---|
| Empty list | "No items yet" | "Nothing kept here yet." |
| 404 | "Page not found" | "This page is not in the ledger." |
| Loading | "Loading..." | "Fetching..." (just keep it plain — the mythic note is reserved for moments with more space) |
| Save success | "Saved!" | "Saved." (plain — success doesn't need flavor) |
| Save error | "Error saving" | "Couldn't save. The change has been kept locally — try again in a moment." |
| Delete confirm | "Delete this?" | "Remove this from the ledger? This can't be undone." |
The pattern: action-adjacent language stays plain; absence/failure/waiting gets the flavor.
---
## Iconography
### Style
- Stroke-based, 1.5px stroke weight at 24px, 1px at 16px
- Rounded line caps and joins
- 24px or 16px grid
- Outline style by default; filled style only for active/selected states
Use **Lucide** (https://lucide.dev) as the base icon set — it matches this style exactly and is open-source. Only commission custom icons for app-specific concepts that Lucide doesn't cover.
### Don't
- No filled icons in default UI (reserve for active states)
- No icon styles that mix stroke and fill chaotically
- No literal medieval imagery (swords, scrolls with curls, banners) in functional UI
- No emoji as icons
---
## Per-app application
### Fabled Scribe (#5B4A8A — dusty violet)
A second-brain notes and task management tool. The accent appears in: the wordmark, hashtags and tag pills, the active nav item, text selection color, and the cursor in the editor. Notes are presented on Iron-surfaced cards with generous reading line-height. The hashtag system uses Scribe's accent for visual continuity.
### Minstrel (#4A6B5C — forest teal)
Self-hosted music. The accent appears on: now-playing indicators, active track highlights, the wordmark, equalizer/visualization elements. Album art dominates visually, so the accent should appear in chrome and metadata, never overlapping cover imagery.
### Fabled Forge (#8B5A2B — forge bronze)
Story-building and worldbuilding tool. The accent appears on: the wordmark, character/location/object markers in story trees, the editor cursor, "kept/canon" indicators distinguishing finalized story elements from drafts. This app benefits from Fraunces being used more aggressively — for entity titles, chapter headings, etc.
### Roundtable (#4A5D7E — slate blue)
Home server management. The accent appears on: the wordmark, healthy/online status indicators, the active dashboard panel border. Status colors here are critical — green for healthy, amber for warning, red (the orange-red error tone, not oxblood) for failed. The accent itself indicates "this is the panel I'm currently looking at."
**Naming note:** "Roundtable" leans the wrong direction — its connotation is *equal participants in discussion* rather than *one steward managing a domain*. Consider "Steward" or "Castellan" if you revisit naming. Castellan in particular is good — it specifically means "the officer in charge of a castle."
---
## Implementation notes
### CSS custom properties
```css
:root {
/* Surfaces */
--fs-obsidian: #14171A;
--fs-iron: #1E2228;
--fs-slate: #2C313A;
--fs-pewter: #3F4651;
/* Text */
--fs-parchment: #E8E4D8;
--fs-vellum: #C2BFB4;
--fs-ash: #9C9A92;
/* Action */
--fs-moss: #4A5D3F;
--fs-bronze: #8B7355;
/* Semantic */
--fs-warning: #8B6F1E;
--fs-error: #C04A1F;
--fs-info: #3D5A6E;
--fs-oxblood: #6B2118;
/* Typography */
--fs-font-display: 'Fraunces', Georgia, serif;
--fs-font-body: 'Inter', system-ui, sans-serif;
--fs-font-mono: 'JetBrains Mono', ui-monospace, monospace;
/* Layout */
--fs-radius-sm: 4px;
--fs-radius-md: 8px;
--fs-radius-lg: 12px;
--fs-radius-xl: 16px;
}
/* Per-app accent — set ONE of these on the root for each app */
[data-app="scribe"] { --fs-accent: #5B4A8A; }
[data-app="minstrel"] { --fs-accent: #4A6B5C; }
[data-app="forge"] { --fs-accent: #8B5A2B; }
[data-app="roundtable"]{ --fs-accent: #4A5D7E; }
```
### Tailwind integration
If using Tailwind, extend the theme with these tokens rather than relying on default colors. The default Tailwind palette will fight this system — you'll get drift back toward bright defaults if you don't lock down the palette explicitly.
---
## What this kit deliberately does NOT include
- **Logo files.** The lockup design is described conceptually but the actual mark needs to be drawn. Hire a designer or use Claude Design to iterate on a heraldic FS monogram.
- **Marketing site design.** This kit is for application UI. The umbrella marketing site (FabledSword.com) can use this system but will need additional patterns (hero layouts, feature grids, etc.).
- **Email templates.** Different constraints, different problem.
- **Print collateral.** Not in scope.
- **Mobile native app patterns.** This is web-first. iOS/Android conventions would override several choices here (button shapes, navigation patterns).
---
*Last updated: April 25, 2026. Iterate as the family of apps grows.*
---
# Scribe-specific decisions in progress
> This section tracks decisions made while adapting the FabledSword baseline above for Scribe specifically. Items here are *in progress* — once they feel solid, they get folded into the main body of the document (either as Scribe-specific extensions in the per-app section, or as updates to the universal rules where Scribe's needs reveal a gap in the baseline).
*Iteration started: 2026-04-26. Foundation pass shipped 2026-04-27 in `7a9a8b7` (palette, fonts, light mode, action tokens, hardcoded indigo cleanup, warm-gold deprecation). Surface phase shipped 2026-04-27 across `93a3beb` → `3c1ec40` (Lucide migration, Hybrid-rule button reclassification per surface, long-form line-height, two-weights-only). The system is now applied end-to-end; this section will fold into the main body once the result has had time to settle in real use.*
## Decisions made so far
### Accent footprint — Hybrid rule (not Strict)
The doc baseline says the per-app accent only appears on wordmark, active nav, cursor, and text selection — never on action buttons. Scribe currently uses indigo on essentially every interactive surface (CTAs, scrollbars, glows, borders, focus rings). Hard-cutting to the doc baseline would lose too much identity in one swing.
**Hybrid rule:** the accent reserves a slightly larger footprint than the doc baseline, but still much smaller than today.
- **Accent (dusty violet) lives on:** wordmark; active nav; cursor and text selection in editor surfaces; tags/pills/wikilinks; in-progress task badge; focus rings; **brand-moment CTAs** — chat Send, "Create note" empty-state CTA, journal Send, "Start journaling" empty-state.
- **Moss (sage-green primary) lives on:** Save / Submit / Confirm in forms and modals; generic affirmative actions where the button just means "do this thing" with no brand pretense.
- **Bronze (secondary):** Cancel-but-not-destructive, alternative paths.
- **Oxblood (destructive):** Delete / Remove (paired with an icon).
- **Pewter ghost:** tertiary actions, "later", "skip", "see also".
**Rule of thumb:** if the user is engaging with a *Scribe-feature moment* (sending a chat, opening a fresh note, jumping into the journal), accent. If they're just *operating the software* (saving an edit, confirming a dialog), Moss.
### Light mode — warm parchment, matched aesthetic
The doc is dark-only. Scribe today supports both light and dark, and we keep both. The light mode is derived to *match* the dark mode aesthetic rather than defaulting to system white-and-ink.
- Page background: in the `#F5F1E8` warm cream family (specific values TBD)
- Cards: near-white but slightly tinted
- Text: deep ink `#14171A` (mirroring Obsidian)
- Accent: same dusty violet `#5B4A8A` (works on both themes)
The metaphor stays consistent across themes: ink on aged paper (light) ↔ parchment text on graphite (dark). Light mode is *not* the system standard look.
**Known downside:** warm parchment backgrounds can fight with embedded color content. Mitigation: code blocks get a slight cool wash in light mode specifically, to keep syntax highlighting readable.
### Status and priority palette — extend the doc's semantic set
The doc's semantic colors (Success / Warning / Error / Info / Destructive) are leaner than what Scribe needs for task management. Rather than running a parallel palette, Scribe extends the doc by mapping its status/priority tokens onto doc primitives where they fit and defining new app-level tokens for the rest.
**Status (task lifecycle):**
| Token | Color | Source | Logic |
|---|---|---|---|
| `status-todo` | Pewter `#3F4651` | doc | Neutral, "not started yet" |
| `status-in-progress` | dusty violet `#5B4A8A` | accent | Active = brand moment per Hybrid |
| `status-done` | Moss `#4A5D3F` | doc Success | Affirmative completion |
| `status-cancelled` | Ash `#9C9A92` | doc | Faded, "let go" |
| `status-paused` | Warning `#8B6F1E` | doc | Stalled, needs attention — replaces the old warm gold treatment |
**Priority (loudness scale):**
| Token | Color | Source | Logic |
|---|---|---|---|
| `priority-low` | Info `#3D5A6E` | doc | Cool, FYI — quietest end of the spectrum |
| `priority-medium` | Warning `#8B6F1E` | doc | Golden, mid-attention |
| `priority-high` | Error `#C04A1F` | doc | Terracotta, urgent |
| `priority-none` | Vellum/Ash | doc | No signal |
The priority row reads as a clean cool→warm gradient (slate blue → golden brown → terracotta), which matches the semantic loudness — coherence the current ad-hoc palette doesn't have.
**Other functional tokens:**
| Token | Color | Logic |
|---|---|---|
| `wikilink` | dusty violet | Editorial brand moment per Hybrid |
| `overdue` | Error `#C04A1F` | Same as priority-high — overdue IS a priority signal |
| `toast-success` | Moss | doc semantic |
| `toast-error` | Error | doc semantic |
| `toast-info` | Info | doc semantic |
| `tag-bg` / `tag-text` | accent at 15% / accent | Per doc pill recipe |
Each token gets a `*-bg` companion at low alpha (matching the existing pattern in `theme.css`).
**Removed:** the warm gold accent (`--color-accent-warm: #b8860b`). Its two jobs split:
- Dates and timestamps (knowledge cards, event details, chat) → use `text-secondary` instead. Dates are metadata, not a brand surface; muted is the correct register.
- Paused project status → use the new `status-paused` (Warning `#8B6F1E`) row above. Same golden-brown family, semantically aligned.
### Typography — adopt the doc's stack and scale
Adopt the doc's type stack and scale verbatim, with one deferred verification (long-form line-height in practice).
- **Body font: Inter.** Replaces Scribe's current system-stack body font. Doc-defined; no Scribe-specific divergence.
- **Type scale:** as in the doc table — Display 40 / H1 32 / H2 24 / H3 18 / Body 15 / Body small 13 / Label 12 / Code 13 / Tiny 11.
- **Two weights only:** 400 regular, 500 medium. No 600/700 (reads heavy in dark mode and against the muted palette).
- **Family rules:** Fraunces at 18px+ only (Display, H1, H2). H3 and below = Inter. Code = JetBrains Mono.
- **Line height:** 1.5 body, 1.3 headings, **1.7 for long-form reading surfaces** (notes, journal entries).
- **Sentence case for everything**, except the Tiny micro-label style which gets uppercase + 0.08em letter-spacing.
Mechanical rollout — value swaps in `theme.css` plus loading Inter and JetBrains Mono from Google Fonts (Fraunces is already loaded).
### Light mode — concrete palette
Fills in the warm-parchment direction picked earlier. Treat these as starting values; tune in practice.
| Token | Hex | Role |
|---|---|---|
| Page bg | `#F5F1E8` | Warm cream — the "paper" |
| Card bg | `#FBF8F0` | Near-white, slightly warm — raised surfaces |
| Inset bg (inputs, code) | `#EFEAE0` | Slightly darker than page, "inset" feeling |
| Text primary | `#14171A` | Deep ink — Obsidian inverted |
| Text secondary | `#5A5852` | Warm mid-grey |
| Text muted | `#9A9890` | Warm light grey for hints/metadata |
| Border default | `#D9D6CE` | Warm light pewter, hairline weight |
**Code-block exception:** in light mode specifically, code blocks use a slight cool wash (e.g. `#EBEDF0`) instead of the warm inset bg, so syntax highlighting reads cleanly. This is the mitigation for the "warm bg fights colored content" downside.
The accent (`#5B4A8A` dusty violet), Moss, Bronze, Oxblood, and the semantic color set are **identical across themes** — only the surface and text palettes flip.
### Chat-bubble codification — keep the Illuminated Transcript pattern
The existing chat-bubble pattern (informally called "Illuminated Transcript") gets written into the design system as a documented chat component. Other apps in the family that add a chat surface inherit the pattern; Scribe's existing implementation continues to work with only color shifts.
**User bubble (whisper):**
- Background: transparent
- Border: 0.5px Pewter (was: indigo-tinted)
- Text color: secondary (Vellum dark / `#5A5852` light)
- Right-aligned, rounded except bottom-right (subtle "from-me" tail)
**Assistant bubble (lit):**
- Background: card surface (Iron dark / `#FBF8F0` light)
- Border: none on top/right/bottom; **2px solid accent (dusty violet) on left edge only**
- Box-shadow: accent-tinted glow + standard depth shadow (formula: `0 4px 28px rgba(<accent>, 0.14), 0 2px 8px rgba(0,0,0,0.4)` in dark; lower alphas in light)
- Text color: primary (Parchment dark / Obsidian-inverted light)
- Left-aligned, rounded except bottom-left
The 2px-accent left edge is the "illumination" — like an illuminated capital in a manuscript. The shadow is the lift. Together they make the assistant bubble read as the *primary* voice, while the user bubble is the *margin note*.
**Inline tool-call cards (`ToolCallCard`)** rendered inside an assistant bubble do NOT get their own border (per the border philosophy — the bubble already contains them). They use a slight surface tint to differentiate.
### Iconography — adopt Lucide, enforce a scale
Scribe currently hand-inlines SVG paths in 16+ Vue files, with 5 different stroke weights and 8+ different sizes. The visual style is already outline + rounded caps + `currentColor` stroke (matches the doc's intent), but there's no shared source and no scale discipline.
**Migration policy:**
1. **Install `lucide-vue-next`** as the icon source. Replace hand-inlined SVGs with imported components. Single source of truth.
2. **Strict size scale: 16px and 24px only.** Today's mix of 12/13/14/15/17/18/20 collapses to those two. 16 for inline-with-text and small affordances; 24 for nav and primary actions.
3. **Stroke weight per the doc: 1.5 at 24px, 1 at 16px.** Lighter than the current default of 2 — reads more refined, matches the muted palette philosophy. Overrides Lucide's default.
4. **Outline by default; filled only for active/selected state.** Introduces a new affordance Scribe doesn't currently use — bookmark/pin/star icons can switch outline → filled to indicate active state. Reserve filled style strictly for this.
5. **No emoji in chrome.** Replace the 3 files' emoji usage in UI labels/buttons/badges/empty states with Lucide equivalents. Emoji remain fine in *user content* (note bodies, chat messages the user typed).
Work cost: ~30-60 individual icon swaps across the 16 files. Mechanical; doesn't require redesign of any component.
### Voice and tone — adopt principles, defer formal audit
The doc's voice register applies to Scribe (understated mythic — plain for functional UI, flavored for empty/error/loading states). No formal sweep of every UI string yet.
**Approach:** apply the voice opportunistically as components are touched in the polish pass — when redesigning a settings tab, an empty state, or an error toast, rewrite the copy at the same time using the doc's register and examples table as the guide. A standalone audit pass is deferred unless drift becomes visible.
### Border philosophy — structural, not decorative
The doc treats borders as *structural* (Pewter neutral hairlines that say "boundary"), not decorative (Scribe today uses indigo-tinted borders that say "branded edge"). That principle suggests removing borders in places where surface tint and spacing already communicate separation.
**Borders to remove:**
- List rows (NotesListView, TasksListView, conversation history) — surface contrast + spacing should separate rows; current border reads as "boxed-in"
- Inline `ToolCallCard` inside chat bubbles — the bubble is already a container; an extra border feels like double-wrapping
- Filter chips and search-bar pills with a background tint — background does the work
- Empty-state callouts with dashed/bordered "nothing here yet" boxes — tinted background reads cleaner
**Borders to keep (genuinely structural):**
- Standalone card containers (Notes viewer, Task viewer, the new daily prep card)
- Modal / dialog edges
- Code blocks (separates content type, not just space)
- Focus rings (accessibility)
- Major section dividers within a panel
Border weight is not load-bearing for Scribe — happy to use the doc's 0.5px hairline default; the *placement* discipline matters more than the weight.
## Open threads (next iterations)
### Foundation pass — shipped 2026-04-27 (`7a9a8b7`)
Mechanical token + font + light-mode rewrite of `frontend/src/assets/theme.css`, plus a sweep of hardcoded indigo and `--color-accent-warm` references across ~14 component files. Action tokens (`--color-action-primary` Moss, `--color-action-secondary` Bronze, `--color-action-destructive` Oxblood, `--color-action-ghost-border` Pewter) are defined but not yet applied — buttons still flow through `--color-primary` and read as dusty-violet gradients in the meantime, by design. Spec lives at `docs/superpowers/specs/2026-04-27-design-system-polish-foundation-design.md` (gitignored, local-only).
### Surface phase — shipped 2026-04-27 (`93a3beb` → `3c1ec40`)
Bundled as Hybrid (option C from the brainstorm): Lucide cross-cutting first, then surface-by-surface for the judgment work. Spec lives at `docs/superpowers/specs/2026-04-27-design-system-polish-surface-design.md` (gitignored, local-only). Seven PRs landed on `dev`:
| PR | Commit | Surface | Notes |
|---|---|---|---|
| 1 | `93a3beb` | Lucide cross-cutting | 60 hand-inlined SVGs across 15 files → `lucide-vue-next`. Every chrome icon at 16 or 24. Emoji-as-icons (`✕`, `✓`, `🎤`, `📎`, `↻`, `↑`, `&times;`, `☀`/`☾`) swept across the chrome. AppLogo wordmark and the GraphView D3 mount kept as the legitimate exceptions. |
| 2 | `3d916d7` | Journal | Buttons audited; `↻` weather refresh → Lucide `RotateCcw`; assistant bubble line-height bumped; redundant `.journal-title` font-family dropped; dead `.news-section` CSS removed. |
| 3 | `4192a64` | Chat | `.message-content` long-form 1.7 line-height on assistant bubbles; ToolCallCard outer border removed (bubble already contains it; error state moved to a left-edge accent); bulk-delete recolored to Oxblood with Trash2 icon; `.bulk-link` accent → muted text. |
| 4 | `efb3534` | Knowledge cluster | `.prose` line-height bumped to 1.7 globally so all reading surfaces inherit. Save → Moss; Delete → Oxblood + Trash2; Edit / Advance → Moss; Convert / Share → Bronze. |
| 5 | `ff498ce` | Project + Workspace | Project save panel → Moss; milestone confirm/cancel → Moss/Bronze; modal-btn-danger and per-row delete affordances → Oxblood; "Open Workspace" stays accent (project-surface brand moment). |
| 6 | `541e2ed` | Settings | Densest button surface — every `.btn-save`, `.btn-primary`, `.btn-secondary`, `.btn-danger`, `.btn-danger-outline`, `.btn-toggle-open` reclassified per Hybrid; missing `.btn-danger` style block added (was unstyled before). |
| 7 | `3c1ec40` | Edge surfaces | Calendar `New Event` → Moss; EventSlideOver Save/Cancel/Delete reclassified; HomeView hero CTA stays accent (brand moment); two-weights-only sweep across Header/Home/Calendar/Graph. |
**Cross-cutting changes folded in as the work touched files:**
- Long-form 1.7 line-height on `.prose` (PR 4) — applies to Note viewer, Task viewer, chat assistant bubbles, anywhere markdown renders into a reading surface.
- Two-weights-only (400 + 500) — every `font-weight: 600` and `700` snapped to `500` across all surface PRs.
- Hardcoded `--color-danger` in destructive button contexts → `--color-action-destructive` (Oxblood). `--color-danger` (Error terracotta) preserved for validation/error messages, per the doc's distinction between Error and Destructive.
- Adjacent `&times;` / `✕` / unicode-arrow emoji swept opportunistically as files were touched (PRs 5, 7).
### Out of scope — deferred indefinitely
Items deliberately not addressed in this round; revisit when a real need surfaces:
- Lucide stroke-weight overrides (doc spec: 1.5 at 24, 1 at 16; current: Lucide default 2). Touched components if they read too heavy in practice.
- Filled-as-active icon state — no current affordance uses it; introduce when bookmark/pin/star toggles are added.
- Type-scale / spacing-scale CSS variables — components keep literal values.
- Token rename to `--fs-*` namespace — Scribe is the only FabledSword app sharing this codebase.
- FabledSword lockup placement — waiting on the actual heraldic mark to be drawn.
- Standalone voice/tone audit across every UI string — opportunistic-only; full sweep deferred unless drift becomes visible.
- A handful of editor utility buttons (`.btn-suggest-tags`, `.btn-link-all`, AI assist generate/proofread/accept/reject set, etc.) — currently ghost-styled and visually compliant; revisited only if they read off in practice.
### Open threads
*New threads will accumulate here as gaps surface in real use.*
+16 -10
View File
@@ -57,7 +57,9 @@ Migration conventions:
### Pipeline
CI runs on Forgejo Actions with a custom runner base image (`py3.12-node22`):
CI runs on Forgejo Actions, consuming the shared
[`ci-python:3.14`](https://git.fabledsword.com/bvandeusen/CI-runner) image
via `container.image` (Python 3.14 + Node 24 + ruff + uv + Docker CLI):
| Trigger | Jobs | Docker tags pushed |
|---------|------|--------------------|
@@ -77,17 +79,21 @@ CI runs on Forgejo Actions with a custom runner base image (`py3.12-node22`):
git checkout dev && git merge main && git push origin dev
```
### Custom Runner
### Runner
Runner base image: `infra/Dockerfile.runner-base` (Ubuntu 24.04 + Python 3.12 + Node 22 LTS).
Runner config: `infra/act-runner-config.yml` (label: `py3.12-node22`).
Runner compose: `infra/runner-compose.yml`.
CI jobs schedule against the `python-ci` runner label and run inside the
shared `git.fabledsword.com/bvandeusen/ci-python:3.14` image (see
`ci-requirements.md` for what this project relies on from the image).
The runner deployment lives outside this repo; image bumps happen in
[CI-Runner](https://git.fabledsword.com/bvandeusen/CI-runner) via Renovate.
To activate a new runner registration, copy `infra/act-runner-config.yml` to the runner's config directory, delete the `.runner` registration file in the runner container, and restart the stack.
`infra/runner-compose.yml` + `infra/act-runner-config.yml` document the
runner-host deployment shape; the source of truth is the deployed
config on the runner host.
### Docker Registry
Images pushed to: `git.fabledsword.com/bvandeusen/fabledassistant`
Images pushed to: `git.fabledsword.com/bvandeusen/scribe`
Cache tag: `:cache` (reduces build time ~80%)
Required secrets (repo → Settings → Secrets → Actions):
@@ -134,8 +140,8 @@ Current migration sequence (all idempotent raw SQL):
### Backend
- Services: `async with async_session() as session:` — import from `fabledassistant.models`
- No `fabledassistant.database` module
- Services: `async with async_session() as session:` — import from `scribe.models`
- No `scribe.database` module
- Blueprint per resource: `routes/notes.py`, `routes/tasks.py`, etc.
- All business logic in `services/`; routes are thin wrappers
- Permission checks via `services/access.py` — never inline ownership checks in routes
@@ -158,7 +164,7 @@ Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
```
Types: `feat`, `fix`, `refactor`, `docs`, `chore`, `test`
Scopes: feature area (e.g. `chat`, `briefing`, `fable-mcp`, `notes`)
Scopes: feature area (e.g. `chat`, `journal`, `mcp`, `notes`)
## Testing
+118 -104
View File
@@ -1,154 +1,168 @@
# Features
Scribe is a self-hosted work system-of-record for software projects, built to be
driven by Claude Code. There is **no in-app LLM** — Claude is the sole assistant,
reaching Scribe through a built-in MCP endpoint and a bundled Claude Code plugin. The
web UI is a clean surface for humans to read and edit the same data.
## Notes
Write in Markdown with a live-preview editor (Tiptap/ProseMirror). Headings, bold, italic, lists, code blocks, and task checklists render inline. A slash-command menu (`/`) inserts common blocks.
Write in Markdown with a live-preview editor (Tiptap/ProseMirror). Headings, bold,
italic, lists, code blocks, and task checklists render inline. A slash-command menu
(`/`) inserts common blocks.
**Wikilinks** — Link notes with `[[Title]]` or `[[Title|Display Text]]` syntax. Clicking a wikilink navigates to (or auto-creates) the referenced note. The editor suggests existing note titles as candidate links while typing `[[`. Backlinks appear in the note viewer sidebar.
- **Wikilinks** — Link notes with `[[Title]]` or `[[Title|Display Text]]`. Clicking
navigates to (or auto-creates) the referenced note; the editor suggests existing
titles while you type `[[`. Backlinks appear in the note viewer sidebar.
- **Tags** — First-class `ARRAY[text]` column with autocomplete. Hierarchical tags
(`area/backend`) supported — filtering by `area` matches all `area/*` children.
- **Version history** — Every body edit snapshots a version (up to 20 per note).
Browse, diff, and restore from the editor's History panel.
- **Draft recovery** — In-progress edits persist across page loads and are restored
when you reopen a note.
- **Convert freely** — Turn a note into a task (sets `status=todo`) or back again.
**Tags** — First-class `ARRAY[text]` column. Tag autocomplete in the editor sidebar suggests existing tags. Hierarchical tags (`project/webapp`) supported — filtering by `project` matches all `project/*` children. Tags are browsable via the knowledge graph.
## Tasks and Issues
**Version history** — Every body edit snapshots a version (up to 20 per note). Browse and restore from the editor's History panel. Diff view shows changes against the current body.
Tasks carry status (`todo``in_progress``done`/`cancelled`), priority
(`none`/`low`/`medium`/`high`), due date, milestone assignment, and a parent task
(sub-tasks). Notes and tasks share one model — a task is a note with a status.
**AI writing assist**Select a passage or work on the full document. Give an instruction ("make this more concise", "add examples"). The assistant streams a proposal; a diff view shows changes to accept or reject. Drafts persist across page loads.
**Link suggestions**The editor detects note titles appearing as plain text in the body and suggests converting them to wikilinks.
## Tasks
Tasks carry status (`todo``in_progress``done`), priority (`none`/`low`/`medium`/`high`), due date, milestone assignment, and a parent task (sub-tasks).
**Task work logs** — Append progress log entries to a task with optional duration. Time tracking is visible in the task editor sidebar.
**Sub-tasks** — Any task can have child tasks via `parent_id`. The task viewer shows sub-tasks inline.
**Convert freely** — Convert a note to a task (sets `status=todo`) or a task back to a note from the viewer toolbar.
- **Work logs** — Append timestamped progress entries (with optional duration) to a
task without rewriting its body; shown chronologically in the task view.
- **Issues** — A task whose `kind` is corrective: a problem you fixed or are fixing,
with symptom → root cause → fix in the body. An issue can link the task it arose
from and the System(s) it touches.
- **Recurring tasks** — An interval or calendar recurrence rule spawns the next
occurrence when a task is completed (a background job drains due spawns).
- **Sub-tasks** — Any task can have children via `parent_id`; the viewer shows them
inline.
## Projects and Milestones
**Projects** — Group related notes and tasks. Each project has a title, description, goal, status (`active`/`completed`/`archived`), and a colour.
- **Projects** — Group related notes and tasks. Title, description, goal, status
(`active`/`paused`/`completed`/`archived`), and a colour.
- **Milestones** — Ordered stages within a project. A milestone is also the home of a
**plan** — its body holds the design (Goal/Approach/Verification) and its child
tasks are the steps. Completion percentage is shown on the project page.
- **Kanban view** — `/projects/:id` groups tasks by milestone in a column layout with
status-advance buttons on the cards.
**Milestones** — Ordered stages within a project. Tasks are assigned to milestones. Milestone completion percentage shown on the project page.
## Systems
**Kanban view**`/projects/:id` groups tasks by milestone in a kanban-style column layout with status-advance buttons directly on cards (→ advance, ✓ complete).
A **System** is a per-project, reusable, self-describing subsystem or area (e.g.
"auth", "billing"). Associate any note, task, or issue with a System so research,
build-work, and fixes for the same area line up and recurring problem-spots surface.
**Project Workspace**`/workspace/:projectId` opens a three-panel environment (tasks / chat / notes) locked to a project. The AI assistant creates and updates content directly in the workspace; new notes auto-load in the editor and the task list refreshes automatically after tool calls.
## Rules and Rulebooks
Scribe stores the operator's engineering and workflow **rules** so Claude follows them
across sessions.
- **Rulebooks → topics → rules** — Rules are grouped by topic inside a rulebook.
- **Always-on rules** — A rulebook can be flagged always-on; its rules load at the
start of every session through the plugin's push channel.
- **Per-project scope** — A project subscribes to rulebooks, and can add
project-scoped rules or suppress individual inherited rules/topics.
## Stored Processes
Reusable saved prompts (a note with `note_type=process`) — e.g. a drift-audit or a
DRY pass. The bundled plugin syncs each Process into a local Claude Code skill stub
(`/scribe:sync`) that auto-surfaces by relevance and fetches the live procedure on
demand.
## Search and Knowledge Injection
- **Semantic search** — pgvector-backed similarity search over notes and tasks
(in-process `fastembed` embeddings; no external model).
- **Proactive knowledge-injection** — the plugin's `UserPromptSubmit` hook surfaces a
short, high-confidence menu of maybe-relevant note *titles* into Claude's context
each turn; Claude pulls a full body only when it judges it relevant. Gated so it
stays quiet on most turns and never repeats within a session.
## Knowledge Graph
`/graph` renders all notes, tasks, and tags as a D3 force-directed graph. Tag nodes cluster notes that share tags; invisible project hub nodes attract project members. Physics controls: repulsion, link distance, link strength, hub pull, gravity. Click any node to open a slide-in peek panel. Click a tag node to filter the notes list.
`/graph` renders notes, tasks, and tags as a D3 force-directed graph. Tag nodes
cluster notes that share tags; invisible project hubs attract project members. Physics
controls (repulsion, link distance/strength, hub pull, gravity); click a node to peek,
click a tag to filter.
## AI Chat
## Claude via MCP and the plugin
Full conversation history with SSE streaming. Features:
- **RAG** — Semantically relevant notes (≥ 0.60 cosine similarity) auto-injected as context. Notes 0.450.60 shown in sidebar as "Suggested."
- **Attach notes** — Paperclip icon to include specific notes in context.
- **RAG scope chip** — Pill above the input bar shows the current note scope. Click to switch: "Orphan notes only" (default — project notes stay out of general chat), any active project, or "All notes." Scope is persisted per conversation. The AI can also call `search_projects` and `set_rag_scope` mid-conversation to switch scope automatically; the chip pulses when this happens.
- **Tool calls** — The assistant can create/update notes, tasks, projects, milestones, search the web, check weather, read RSS, query calendar events, and more. Tool calls display inline with confirm/deny for creates.
- **Thinking mode** — Toggle extended reasoning for complex questions.
- **Abort** — Stop button cancels in-flight generation.
- **Message queue** — Messages sent while generation is in progress are queued and drained sequentially.
- **Save to note** — Save any assistant reply directly as a note.
- **Bulk delete** — Select and delete multiple conversations.
- **Retention** — Conversations auto-pruned after configurable days (default 90).
The whole store is reachable by Claude through a built-in **MCP endpoint at `/mcp`**
(Bearer-auth with an API key). The **Scribe Claude Code plugin** (shipped in this
repo) wires it up:
## Daily Briefing
- a `SessionStart` hook that injects the operator's always-on rules + active-project
context so Scribe surfaces without being asked (fail-open if Scribe is unreachable);
- universal process-skills — writing-plans, systematic-debugging, verification,
brainstorming — that route their output into Scribe;
- your saved Processes auto-surfaced as skills.
`/briefing` is a scheduled, dialogue-based morning briefing. The assistant compiles tasks, calendar events, projects, weather forecast, and RSS digest at configurable times, then checks in throughout the day. You can reply interactively.
**Schedule** — Configurable slots: morning (default 4am compile), midday (8am check-in), evening (12pm check-in), night (4pm). Scheduler catches up missed slots on startup.
**Configuration** — Settings → Briefing: enable toggle, location geocoding, office days, time slot toggles, RSS feed management, push notification toggle.
**RSS feeds** — Add feed URLs with optional name and category. Feeds are fetched and cached; the briefing digest includes recent items. Category badges shown in the UI. Feeds can be manually refreshed.
**Weather** — Location-based forecast via Open-Meteo. Multiple locations supported (home, work, or any city name). Geocoding via Nominatim.
**Profile note** — The assistant maintains a profile note for each user that it updates based on briefing conversations, improving personalisation over time.
## Web Research
The assistant can search the web (SearXNG) and fetch pages, synthesising findings into notes. A lightweight `search_web` tool answers quick questions inline without saving. Requires `SEARXNG_URL` to be configured.
## Calendar
`/calendar` shows a full FullCalendar view (month, week, day). Click an empty slot to create an event; click an existing event to edit or delete it via a slide-over panel.
**Internal events store** — Events are stored in the app database (`events` table), making them available without any external calendar. Fields: title, description, start/end datetime, all-day toggle, location, colour.
**AI tools**`create_event`, `list_events`, `search_events`, `update_event`, `delete_event` all operate on the internal store. Tool-call result cards in chat are clickable and open the same EventSlideOver for editing.
**HomeView widget** — The dashboard shows today's and the next 7 days' events as clickable cards above the hero project.
**CalDAV sync (optional)** — Connect an external CalDAV server (Nextcloud, Radicale, etc.) in Settings → Integrations. Events sync bidirectionally via a `caldav_uid` field.
See [API Keys & MCP](api-keys-and-mcp.md).
## Sharing and Collaboration
**Share** — Share any project or note/task with users or groups at `viewer`/`editor`/`admin` permission levels. Share button in the viewer/project toolbar opens a dialog.
- **Share** — Share any project, note, or task with users or groups at
`viewer`/`editor`/`admin` levels from the viewer/project toolbar.
- **Groups** — Admins create platform-wide groups and assign `member`/`owner` roles;
share a resource with a group in one action.
- **Shared with me** — `/shared` lists incoming shares with permission badges.
- **Notifications** — An in-app bell (unread count, polled) fires when a project or
note is shared with you or you're added to a group.
**Groups** — Admins create platform-wide groups and assign users `member`/`owner` roles. Share a resource with a group in one action.
**Shared with me**`/shared` lists all incoming shared projects and notes with permission badges.
**Notifications** — Bell icon in nav shows unread count (60s polling). Notifications generated for: project shared, note shared, added to group. Click navigates to the resource.
**Push notifications** — Web Push (VAPID) notifies when AI generation completes, even in another tab. Works over HTTPS only. Configurable per-user.
## Quick Capture
Quick capture from the Android app routes to the intent classifier. It creates notes, tasks, or projects based on content — using the user's configured model, not the hardcoded default.
Every read and mutation is scoped by owner + direct shares + group shares.
## Data Export and Backup
- **Personal export** — Settings → Data: download all notes/tasks as a Markdown ZIP (with YAML frontmatter) or JSON array.
- **Admin backup** — Full application backup (version 2): includes projects, milestones, task logs, AI drafts, note versions, push subscriptions. ID remapping on restore for cross-instance migration.
- **Personal export** — download all your notes/tasks as a Markdown ZIP (YAML
frontmatter) or a JSON array.
- **Admin backup** — full application backup/restore (format v4) with ID remapping on
restore for cross-instance migration.
## PWA
## Progressive Web App
Installable as a desktop or mobile app. Service worker caches the shell; push notifications are suppressed when the relevant tab is already focused. Works over HTTPS only in Firefox.
Installable as a desktop or mobile app; a service worker caches the shell.
## Authentication
Native email + password, plus optional **OIDC** sign-in (Authentik, Keycloak, etc.)
that links to a matching local account. Invite links, a registration toggle, password
reset, and session invalidation are included. See [SSO / OAuth](sso-oauth.md).
## Settings
Settings are tabbed:
| Tab | Contents |
|-----|----------|
| General | Assistant name, default model, model management (pull/delete) |
| General | Instance preferences (key/value) |
| Account | Email change, password change, session invalidation |
| Notifications | Push notification subscription, briefing push toggle |
| Integrations | CalDAV configuration, SearXNG status |
| Data | Personal export, backup/restore (admin) |
| Briefing | Enable, location, office days, slots, RSS feeds, weather |
| API Keys | Create/revoke API keys, Fable MCP download and install |
| Config (admin) | Base URL, SMTP, OIDC settings |
| Profile | Per-user profile fields |
| Integrations | SearXNG status |
| Data | Personal export; backup / restore (admin) |
| API Keys | Create/revoke `fmcp_` keys for the MCP endpoint |
| Config (admin) | Base URL, SMTP, DB-maintenance schedule |
| Users (admin) | User list, invite links, registration toggle |
| Logs (admin) | Error, audit, and usage logs with search |
| Groups (admin) | Create/manage groups and membership |
## Roadmap
- Email integration (read/send via IMAP/SMTP tools in chat)
- Session invalidation on user deletion
- Flutter push notifications (requires FCM/APNs — separate from web VAPID)
- Flutter milestone support in project view
## Keyboard Shortcuts
| Key | Action |
|-----|--------|
| `g` + `h` | Go to Home |
| `g` + `n` | Go to Notes |
| `g` + `t` | Go to Tasks |
| `g` + `p` | Go to Projects |
| `g` + `c` | Go to Chat |
| `g` (bare) | Go to Graph |
| `g` + `h` | Home (dashboard) |
| `g` + `n` | Notes |
| `g` + `t` | Knowledge (tasks) |
| `g` + `p` | Projects |
| `g` + `r` | Rulebooks |
| `g` (bare) | Graph |
| `g` + `x` | Trash |
| `n` | New note |
| `t` | New task |
| `c` | Focus chat input |
| `e` | Edit current item |
| `/` | Search |
| `/` | Focus search |
| `?` | Show shortcuts panel |
| `j` / `k` | Navigate list items |
| `Enter` | Open selected item |
| `Escape` | Close panel / blur / go home (progressive) |
| `e` | Edit current item |
| `Esc` | Close panel / blur / go home (progressive) |
| `Ctrl+S` | Save in editor |
-538
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@@ -1,538 +0,0 @@
# Backup Service Rewrite Plan
> **For agentic workers:** REQUIRED: Use superpowers:subagent-driven-development (if subagents available) or superpowers:executing-plans to implement this plan. Steps use checkbox (`- [ ]`) syntax for tracking.
**Goal:** Rewrite `services/backup.py` so that full and user backup/restore correctly includes every model added since the original implementation (projects, milestones, task logs, drafts, versions), with correct FK re-mapping on restore.
**Architecture:** Bump backup JSON format to version 2. Export is additive — all new tables exported. Restore builds an ID map for each table and patches FK references in the correct dependency order. V1 backups continue to restore via the existing code path.
**Tech Stack:** Python/SQLAlchemy 2.0 async, no new dependencies.
**Spec:** `docs/superpowers/specs/2026-03-11-backup-rewrite-design.md`
**Dependency note:** This plan can be split into Part A (pre-sharing models) and Part B (sharing models). Part A is independent and should be done first.
---
## Task 1: Extend export — full backup
**Files:**
- Modify: `src/fabledassistant/services/backup.py`
- [ ] **Step 1: Read the current `export_full_backup()` function**
Understand what is currently exported: users, notes (partial fields), conversations+messages, settings.
- [ ] **Step 2: Rewrite `export_full_backup()` to version 2**
Add all missing models to the import list at the top of `backup.py`:
```python
from fabledassistant.models.project import Project
from fabledassistant.models.milestone import Milestone
from fabledassistant.models.task_log import TaskLog
from fabledassistant.models.note_draft import NoteDraft
from fabledassistant.models.note_version import NoteVersion
from fabledassistant.models.push_subscription import PushSubscription
```
Rewrite `export_full_backup()`:
```python
async def export_full_backup() -> dict:
async with async_session() as session:
users = (await session.execute(select(User))).scalars().all()
projects = (await session.execute(select(Project))).scalars().all()
milestones = (await session.execute(select(Milestone))).scalars().all()
notes = (await session.execute(select(Note))).scalars().all()
task_logs = (await session.execute(select(TaskLog))).scalars().all()
note_drafts = (await session.execute(select(NoteDraft))).scalars().all()
note_versions = (await session.execute(select(NoteVersion).order_by(NoteVersion.note_id, NoteVersion.version_number))).scalars().all()
conversations = (await session.execute(
select(Conversation).options(selectinload(Conversation.messages))
)).scalars().all()
settings = (await session.execute(select(Setting))).scalars().all()
push_subs = (await session.execute(select(PushSubscription))).scalars().all()
return {
"version": 2,
"scope": "full",
"exported_at": datetime.now(timezone.utc).isoformat(),
"_security_notice": (
"This backup contains hashed passwords and push subscription keys. "
"Store it securely and restrict access."
),
"users": [
{
"id": u.id,
"username": u.username,
"email": u.email,
"password_hash": u.password_hash,
"oauth_sub": u.oauth_sub,
"role": u.role,
"session_version": u.session_version,
"created_at": u.created_at.isoformat(),
}
for u in users
],
"projects": [
{
"id": p.id,
"user_id": p.user_id,
"title": p.title,
"description": p.description,
"goal": p.goal,
"status": p.status,
"color": p.color,
"created_at": p.created_at.isoformat(),
"updated_at": p.updated_at.isoformat(),
}
for p in projects
],
"milestones": [
{
"id": m.id,
"user_id": m.user_id,
"project_id": m.project_id,
"title": m.title,
"description": m.description,
"status": m.status,
"order_index": m.order_index,
"created_at": m.created_at.isoformat(),
"updated_at": m.updated_at.isoformat(),
}
for m in milestones
],
"notes": [
{
"id": n.id,
"user_id": n.user_id,
"title": n.title,
"body": n.body,
"tags": n.tags or [],
"parent_id": n.parent_id,
"project_id": n.project_id,
"milestone_id": n.milestone_id,
"is_task": n.is_task,
"status": n.status,
"priority": n.priority,
"due_date": n.due_date.isoformat() if n.due_date else None,
"is_starred": getattr(n, "is_starred", False),
"is_pinned": getattr(n, "is_pinned", False),
"created_at": n.created_at.isoformat(),
"updated_at": n.updated_at.isoformat(),
}
for n in notes
],
"task_logs": [
{
"id": tl.id,
"user_id": tl.user_id,
"note_id": tl.note_id,
"description": tl.description,
"duration_minutes": tl.duration_minutes,
"logged_at": tl.logged_at.isoformat() if tl.logged_at else None,
"created_at": tl.created_at.isoformat(),
}
for tl in task_logs
],
"note_drafts": [
{
"id": nd.id,
"user_id": nd.user_id,
"note_id": nd.note_id,
"title": nd.title,
"body": nd.body,
"saved_at": nd.saved_at.isoformat() if nd.saved_at else None,
}
for nd in note_drafts
],
"note_versions": [
{
"id": nv.id,
"user_id": nv.user_id,
"note_id": nv.note_id,
"title": nv.title,
"body": nv.body,
"version_number": nv.version_number,
"created_at": nv.created_at.isoformat(),
}
for nv in note_versions
],
"conversations": [
{
"id": c.id,
"user_id": c.user_id,
"title": c.title,
"created_at": c.created_at.isoformat(),
"updated_at": c.updated_at.isoformat(),
"messages": [
{
"id": m.id,
"role": m.role,
"content": m.content,
"context_note_id": m.context_note_id,
"created_at": m.created_at.isoformat(),
}
for m in c.messages
],
}
for c in conversations
],
"settings": [
{"user_id": s.user_id, "key": s.key, "value": s.value}
for s in settings
],
"push_subscriptions": [
{
"user_id": ps.user_id,
"endpoint": ps.endpoint,
"p256dh": ps.p256dh,
"auth": ps.auth,
"created_at": ps.created_at.isoformat(),
}
for ps in push_subs
],
}
```
Check what exact field names exist on each model before assuming. Use `getattr(obj, "field", default)` for fields that may not exist on older DB versions.
- [ ] **Step 3: Commit**
```bash
git add src/fabledassistant/services/backup.py
git commit -m "feat(backup): v2 full export with projects, milestones, task_logs, drafts, versions"
```
---
## Task 2: Extend export — user backup
**Files:**
- Modify: `src/fabledassistant/services/backup.py`
- [ ] **Step 1: Rewrite `export_user_backup(user_id)`**
Same structure as full backup but filtered to `WHERE user_id = uid`. Apply same field additions. Omit sensitive fields (password_hash, oauth_sub) from user self-export.
```python
async def export_user_backup(user_id: int) -> dict:
async with async_session() as session:
user = await session.get(User, user_id)
projects = (await session.execute(select(Project).where(Project.user_id == user_id))).scalars().all()
milestones = (await session.execute(select(Milestone).where(Milestone.user_id == user_id))).scalars().all()
notes = (await session.execute(select(Note).where(Note.user_id == user_id))).scalars().all()
task_logs = (await session.execute(select(TaskLog).where(TaskLog.user_id == user_id))).scalars().all()
note_drafts = (await session.execute(select(NoteDraft).where(NoteDraft.user_id == user_id))).scalars().all()
note_versions = (await session.execute(
select(NoteVersion).where(NoteVersion.user_id == user_id)
.order_by(NoteVersion.note_id, NoteVersion.version_number)
)).scalars().all()
conversations = (await session.execute(
select(Conversation).options(selectinload(Conversation.messages))
.where(Conversation.user_id == user_id)
)).scalars().all()
settings = (await session.execute(select(Setting).where(Setting.user_id == user_id))).scalars().all()
return {
"version": 2,
"scope": "user",
"exported_at": datetime.now(timezone.utc).isoformat(),
"user": {
"id": user.id,
"username": user.username,
"email": user.email,
"role": user.role,
"created_at": user.created_at.isoformat(),
} if user else None,
"projects": [...], # same as full but user-filtered
"milestones": [...],
"notes": [...],
"task_logs": [...],
"note_drafts": [...],
"note_versions": [...],
"conversations": [...],
"settings": [...],
}
```
- [ ] **Step 2: Commit**
```bash
git add src/fabledassistant/services/backup.py
git commit -m "feat(backup): v2 user backup with all models"
```
---
## Task 3: Rewrite restore for v2
**Files:**
- Modify: `src/fabledassistant/services/backup.py`
- [ ] **Step 1: Add version dispatch to `restore_full_backup`**
```python
async def restore_full_backup(data: dict) -> dict:
version = data.get("version", 1)
if version == 1:
return await _restore_v1(data)
return await _restore_v2(data)
```
Move existing restore code into `_restore_v1(data)` with no changes.
- [ ] **Step 2: Implement `_restore_v2(data)` with full FK re-mapping**
Restore order (respects FK dependencies):
1. Users → build `user_id_map`
2. Projects (fk: user_id) → build `project_id_map`
3. Milestones (fk: user_id, project_id) → build `milestone_id_map`
4. Notes — first pass: insert without `parent_id` (fk: user_id, project_id, milestone_id) → build `note_id_map`
5. Notes — second pass: patch `parent_id` using `note_id_map`
6. TaskLogs (fk: user_id, note_id via note_id_map)
7. NoteDrafts (fk: user_id, note_id via note_id_map)
8. NoteVersions (fk: user_id, note_id via note_id_map) — export only, no restore by default (skip unless flag set)
9. Conversations (fk: user_id) → Messages (fk: conversation_id, context_note_id via note_id_map)
10. Settings (fk: user_id)
```python
async def _restore_v2(data: dict) -> dict:
from datetime import date, datetime, timezone
stats = {
"users": 0, "projects": 0, "milestones": 0, "notes": 0,
"task_logs": 0, "note_drafts": 0, "conversations": 0,
"messages": 0, "settings": 0
}
async with async_session() as session:
user_id_map: dict[int, int] = {}
project_id_map: dict[int, int] = {}
milestone_id_map: dict[int, int] = {}
note_id_map: dict[int, int] = {}
# 1. Users
for u_data in data.get("users", []):
old_id = u_data["id"]
user = User(
username=u_data["username"],
email=u_data.get("email"),
password_hash=u_data.get("password_hash"),
oauth_sub=u_data.get("oauth_sub"),
role=u_data.get("role", "user"),
session_version=u_data.get("session_version", 1),
created_at=datetime.fromisoformat(u_data["created_at"]) if u_data.get("created_at") else datetime.now(timezone.utc),
)
session.add(user)
await session.flush()
user_id_map[old_id] = user.id
stats["users"] += 1
# 2. Projects
for p_data in data.get("projects", []):
mapped_uid = user_id_map.get(p_data.get("user_id", 0))
if mapped_uid is None:
continue
proj = Project(
user_id=mapped_uid,
title=p_data.get("title", ""),
description=p_data.get("description"),
goal=p_data.get("goal"),
status=p_data.get("status", "active"),
color=p_data.get("color"),
created_at=datetime.fromisoformat(p_data["created_at"]) if p_data.get("created_at") else datetime.now(timezone.utc),
updated_at=datetime.fromisoformat(p_data["updated_at"]) if p_data.get("updated_at") else datetime.now(timezone.utc),
)
session.add(proj)
await session.flush()
project_id_map[p_data["id"]] = proj.id
stats["projects"] += 1
# 3. Milestones
for m_data in data.get("milestones", []):
mapped_uid = user_id_map.get(m_data.get("user_id", 0))
mapped_pid = project_id_map.get(m_data.get("project_id", 0))
if mapped_uid is None:
continue
ms = Milestone(
user_id=mapped_uid,
project_id=mapped_pid,
title=m_data.get("title", ""),
description=m_data.get("description"),
status=m_data.get("status", "open"),
order_index=m_data.get("order_index", 0),
created_at=datetime.fromisoformat(m_data["created_at"]) if m_data.get("created_at") else datetime.now(timezone.utc),
updated_at=datetime.fromisoformat(m_data["updated_at"]) if m_data.get("updated_at") else datetime.now(timezone.utc),
)
session.add(ms)
await session.flush()
milestone_id_map[m_data["id"]] = ms.id
stats["milestones"] += 1
# 4. Notes — first pass (no parent_id)
note_objects: list[tuple[int, int]] = [] # (old_parent_id, new_note_id)
for n_data in data.get("notes", []):
mapped_uid = user_id_map.get(n_data.get("user_id", 0))
if mapped_uid is None:
continue
due = None
if n_data.get("due_date"):
due = date.fromisoformat(n_data["due_date"])
note = Note(
user_id=mapped_uid,
title=n_data.get("title", ""),
body=n_data.get("body", ""),
tags=n_data.get("tags", []),
parent_id=None, # patched in second pass
project_id=project_id_map.get(n_data.get("project_id")) if n_data.get("project_id") else None,
milestone_id=milestone_id_map.get(n_data.get("milestone_id")) if n_data.get("milestone_id") else None,
is_task=n_data.get("is_task", False),
status=n_data.get("status"),
priority=n_data.get("priority"),
due_date=due,
created_at=datetime.fromisoformat(n_data["created_at"]) if n_data.get("created_at") else datetime.now(timezone.utc),
updated_at=datetime.fromisoformat(n_data["updated_at"]) if n_data.get("updated_at") else datetime.now(timezone.utc),
)
session.add(note)
await session.flush()
note_id_map[n_data["id"]] = note.id
if n_data.get("parent_id"):
note_objects.append((n_data["parent_id"], note.id))
stats["notes"] += 1
# 5. Notes — second pass: patch parent_id
for old_parent_id, new_note_id in note_objects:
new_parent_id = note_id_map.get(old_parent_id)
if new_parent_id:
note_row = await session.get(Note, new_note_id)
if note_row:
note_row.parent_id = new_parent_id
# 6. TaskLogs
for tl_data in data.get("task_logs", []):
mapped_uid = user_id_map.get(tl_data.get("user_id", 0))
mapped_nid = note_id_map.get(tl_data.get("note_id", 0))
if mapped_uid is None or mapped_nid is None:
continue
from fabledassistant.models.task_log import TaskLog
tl = TaskLog(
user_id=mapped_uid,
note_id=mapped_nid,
description=tl_data.get("description", ""),
duration_minutes=tl_data.get("duration_minutes"),
logged_at=datetime.fromisoformat(tl_data["logged_at"]) if tl_data.get("logged_at") else None,
created_at=datetime.fromisoformat(tl_data["created_at"]) if tl_data.get("created_at") else datetime.now(timezone.utc),
)
session.add(tl)
stats["task_logs"] += 1
# 7. NoteDrafts
for nd_data in data.get("note_drafts", []):
mapped_uid = user_id_map.get(nd_data.get("user_id", 0))
mapped_nid = note_id_map.get(nd_data.get("note_id", 0))
if mapped_uid is None or mapped_nid is None:
continue
from fabledassistant.models.note_draft import NoteDraft
nd = NoteDraft(
user_id=mapped_uid,
note_id=mapped_nid,
title=nd_data.get("title", ""),
body=nd_data.get("body", ""),
saved_at=datetime.fromisoformat(nd_data["saved_at"]) if nd_data.get("saved_at") else None,
)
session.add(nd)
stats["note_drafts"] += 1
# 8. Conversations + Messages
for c_data in data.get("conversations", []):
mapped_uid = user_id_map.get(c_data.get("user_id", 0))
if mapped_uid is None:
continue
conv = Conversation(
user_id=mapped_uid,
title=c_data.get("title", ""),
created_at=datetime.fromisoformat(c_data["created_at"]) if c_data.get("created_at") else datetime.now(timezone.utc),
updated_at=datetime.fromisoformat(c_data["updated_at"]) if c_data.get("updated_at") else datetime.now(timezone.utc),
)
session.add(conv)
await session.flush()
stats["conversations"] += 1
for m_data in c_data.get("messages", []):
msg = Message(
conversation_id=conv.id,
role=m_data["role"],
content=m_data.get("content", ""),
context_note_id=note_id_map.get(m_data["context_note_id"]) if m_data.get("context_note_id") else None,
created_at=datetime.fromisoformat(m_data["created_at"]) if m_data.get("created_at") else datetime.now(timezone.utc),
)
session.add(msg)
stats["messages"] += 1
# 9. Settings
for s_data in data.get("settings", []):
mapped_uid = user_id_map.get(s_data.get("user_id", 0))
if mapped_uid is None:
continue
setting = Setting(user_id=mapped_uid, key=s_data["key"], value=s_data.get("value", ""))
session.add(setting)
stats["settings"] += 1
await session.commit()
logger.info("Restored v2 backup: %s", stats)
return stats
```
- [ ] **Step 3: Add missing imports at top of file**
```python
from datetime import datetime, timezone
from fabledassistant.models.project import Project
from fabledassistant.models.milestone import Milestone
```
- [ ] **Step 4: Test restore round-trip**
```bash
# Export
curl -s -b cookies.txt "http://localhost:5000/api/admin/backup?scope=full" -o /tmp/backup_v2.json
# Inspect structure
python3 -c "import json; d=json.load(open('/tmp/backup_v2.json')); print(list(d.keys()))"
# Expected keys: version, scope, exported_at, users, projects, milestones, notes, task_logs, ...
```
- [ ] **Step 5: Typecheck**
```bash
docker compose exec app python -m py_compile src/fabledassistant/services/backup.py
```
Expected: No errors.
- [ ] **Step 6: Commit**
```bash
git add src/fabledassistant/services/backup.py
git commit -m "feat(backup): v2 restore with full FK re-mapping; v1 restore preserved"
```
---
## Task 4: Verification
- [ ] **Step 1: Full round-trip test**
1. Export full backup as admin
2. Verify JSON has `"version": 2` and all expected top-level keys
3. Verify notes have `project_id`, `milestone_id`, `is_task` fields
4. Verify `task_logs` array has entries (create a task log entry first if needed)
5. Restore backup to a clean test instance (or verify restore code path runs without error in dry-run)
- [ ] **Step 2: V1 backward compat test**
Take an old v1 backup JSON (or construct one without the `version` key) and run restore. Verify it takes the v1 path and doesn't error.
- [ ] **Step 3: Commit final verification note**
```bash
git commit --allow-empty -m "chore(backup): v2 backup rewrite verified"
```
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@@ -1,285 +0,0 @@
# Briefing Service Improvements — Design Spec
**Date:** 2026-03-25
**Status:** Approved
**Scope:** Web-first (no Android changes in this cycle)
---
## Problem Statement
The daily briefing has several usability issues:
1. **Task repetition** — tasks are restated identically every day regardless of whether anything changed, making the briefing feel stale and hard to scan.
2. **RSS repetition** — the same news stories resurface across days with no mechanism to learn what the user cares about.
3. **No path to sources** — news items are summarised in prose with no link to the original article.
4. **Stale weather** — if the weather cache is outdated, the briefing silently uses old data rather than failing gracefully. The current prose weather format is also hard to scan.
5. **No feedback loop** — there is no way to teach the briefing what topics are interesting or uninteresting.
---
## Approach
**Pre-processing pipeline with explicit state tracking.** Rather than relying on the synthesis LLM to handle deduplication and filtering, we add deterministic pre-processing steps before synthesis runs. Each concern is isolated: task change detection, RSS topic classification and filtering, weather staleness gating. The synthesis LLM receives pre-filtered, structured input and focuses on tone and flow.
---
## Data Model
### Migration: `0028_add_briefing_improvements`
**`rss_items` table — two new columns**
```sql
ALTER TABLE rss_items ADD COLUMN IF NOT EXISTS topics TEXT[] DEFAULT '{}';
ALTER TABLE rss_items ADD COLUMN IF NOT EXISTS classified_at TIMESTAMPTZ;
```
`topics` stores LLM-assigned topic tags (e.g. `["technology", "ai"]`). `classified_at` is NULL until classification runs, allowing backfill queries. The `RssFeed` / `RssItem` SQLAlchemy model (`models/rss_feed.py`) must also be updated to add these two mapped columns and expose them in `to_dict()`.
**`messages` table — new metadata column**
```sql
ALTER TABLE messages ADD COLUMN IF NOT EXISTS metadata JSONB;
```
The briefing pipeline populates this when it creates the compiled message. The frontend reads it when loading the conversation to render the `WeatherCard` and attach reaction buttons. No SSE events are needed — structured data travels with the message record.
Schema stored in `metadata`:
```json
{
"weather": {
"location": "Berlin",
"fetched_at": "2026-03-25T06:00:00Z",
"current_temp": 12,
"condition": "Partly Cloudy",
"today_high": 16,
"today_low": 8,
"yesterday_high": 14,
"yesterday_low": 9,
"forecast": [
{"day": "Wed", "condition": "Sunny", "high": 18, "low": 10},
{"day": "Thu", "condition": "Cloudy", "high": 14, "low": 9}
]
},
"rss_item_ids": [42, 17, 89, 103, 55]
}
```
If weather is unavailable, `metadata.weather` is `null` and the card renders a failure placeholder. The `Message` SQLAlchemy model (`models/conversation.py`) must be updated to add the `metadata` mapped column.
**New table: `rss_item_reactions`**
```sql
CREATE TABLE IF NOT EXISTS rss_item_reactions (
id SERIAL PRIMARY KEY,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
rss_item_id INTEGER NOT NULL REFERENCES rss_items(id) ON DELETE CASCADE,
reaction TEXT NOT NULL CHECK (reaction IN ('up', 'down')),
created_at TIMESTAMPTZ DEFAULT NOW(),
UNIQUE (user_id, rss_item_id)
);
CREATE INDEX IF NOT EXISTS ix_rss_item_reactions_user_id ON rss_item_reactions(user_id);
```
One reaction per user per item. A second click on the same button removes the reaction; clicking the opposite button flips it.
**New table: `briefing_task_snapshot`**
```sql
CREATE TABLE IF NOT EXISTS briefing_task_snapshot (
id SERIAL PRIMARY KEY,
user_id INTEGER NOT NULL REFERENCES users(id) ON DELETE CASCADE,
task_id INTEGER NOT NULL REFERENCES notes(id) ON DELETE CASCADE,
snapshot_hash TEXT NOT NULL,
last_briefed TIMESTAMPTZ DEFAULT NOW(),
UNIQUE (user_id, task_id)
);
CREATE INDEX IF NOT EXISTS ix_briefing_task_snapshot_user_id ON briefing_task_snapshot(user_id);
```
`snapshot_hash` is `SHA-256(status + priority + due_date + title)`. The pipeline diffs current task state against these rows to detect what has changed since the last briefing.
**Settings keys (existing key-value store — no new table)**
- `briefing_include_topics` — JSON array of topic strings to prioritise
- `briefing_exclude_topics` — JSON array of topics to hard-exclude from briefings
---
## Pipeline Changes
### Pre-processing Stage (new, runs before parallel gather)
Three sequential steps added to `services/briefing_pipeline.py`. Note: `_gather_internal` currently serialises tasks as dicts without `id`. It must be updated to include `task_id` in each serialised task dict (the `Note` ORM object has `.id` available) so the post-briefing snapshot upsert has the required FK value.
**1. Task change detection**
For each of the user's current tasks, compute `SHA-256(status + priority + due_date + title)` and compare against `briefing_task_snapshot`. Split into:
- `changed_tasks` — new hash or no snapshot row (included fully in briefing)
- `unchanged_count` — integer count passed to the synthesis prompt as context
The synthesis prompt receives `changed_tasks` and the instruction: "N tasks are unchanged since the last briefing — acknowledge this briefly rather than listing them."
**2. RSS item filtering**
Load the user's `briefing_include_topics` and `briefing_exclude_topics` settings, plus reaction history (last 30 days, aggregated per topic as a net score). Score each recent classified item:
- Hard-remove items tagged with any excluded topic
- Boost items tagged with any included or positively-reacted topic
- Penalise items from negatively-reacted topics
- Sort by score, take top 10
Items with `classified_at IS NULL` pass through unfiltered (new feeds not yet classified) and are queued for background classification.
**3. Weather staleness gate**
Check `weather_cache.fetched_at`. If older than 24 hours: skip weather entirely, set `weather_unavailable = True`. The frontend renders a `WeatherCard` placeholder in the failure state. If fresh: pass the forecast JSON (including `past_days=1` data) to the pipeline for card rendering.
### RSS Classification (background, triggered at fetch time)
When `services/rss.py` stores new items, it queues a fire-and-forget async task to classify them. Classification is a fast, non-streaming LLM call processing batches of up to 10 items:
```
Classify each news item into 1-3 topics from this vocabulary:
technology, science, politics, business, health, environment,
local, entertainment, sports, other, [user_defined_topics]
Return JSON: {"item_id": ["topic1", "topic2"]}
```
The vocabulary is extended with the user's declared preference topics so custom interests can be matched. Results are written to `rss_items.topics` and `classified_at`.
Model: the user's `default_model` setting (same as chat). If the LLM is unavailable or classification fails, the item is stored with `topics = []` and `classified_at` left NULL — it will be retried the next time new items are fetched. No retry loop; classification is best-effort.
### Post-briefing Stage (new, runs after `post_message()` returns)
1. **Upsert task snapshots** — upsert `briefing_task_snapshot` rows for all tasks included in this briefing so the next run can diff against current state.
2. **Populate message metadata** — the `metadata` dict (`weather` + `rss_item_ids`) is assembled during pre-processing and passed through to `post_message()`, which writes it to the `Message.metadata` column. No separate post-step is needed — the metadata is stored atomically with the message.
---
## Weather Card
The weather section is no longer generated as prose by the synthesis LLM. Instead:
- `services/weather.py` is updated to request `past_days=1` from Open-Meteo, including yesterday's high/low in the same API response.
- The pipeline parses the forecast into the `metadata.weather` schema (defined in the Data Model section) and stores it on the `Message` record when `post_message()` is called.
- `BriefingView.vue` reads `message.metadata.weather` when loading the conversation and renders `WeatherCard.vue` above the message text if the field is present.
- The synthesis LLM's weather section is suppressed entirely — the prompt instructs it to skip weather since it is handled by the card.
**`WeatherCard.vue` displays:**
- Location name and "as of" timestamp
- Current temperature and condition
- Today's high / low
- Yesterday's high / low with delta ("3° warmer than yesterday")
- Compact 35 day forecast strip (day name, condition, high/low)
**Failure state:** If `metadata.weather` is `null`, the same card position renders a muted placeholder: "Weather data unavailable — will retry at next slot."
---
## News Cards
### Format
The synthesis LLM is instructed to format each included news item as:
```markdown
**[Headline text](source_url)**
*Outlet Name · Day Month*
One or two sentence summary of the story.
```
No prose wrapper between cards. The synthesis prompt must explicitly instruct the LLM to **present news items in the exact order provided**`metadata.rss_item_ids` records this order and the frontend maps reaction buttons positionally. Reordering by the LLM would break the mapping.
The briefing message structure becomes:
1. Greeting / task summary
2. `WeatherCard` (rendered from `message.metadata.weather`, not prose)
3. News cards (markdown blocks with links)
4. Calendar / other sections
### Reaction Buttons
`BriefingView.vue` reads `message.metadata.rss_item_ids` when loading the conversation. The ordered list of IDs maps directly to the news cards in the rendered message (cards appear in synthesis output in the same order). A 👍 / 👎 pair is rendered below each card. Reaction buttons are only shown in the briefing view — not in message history exports.
Clicking a reaction:
1. Optimistic UI update (button enters selected state immediately)
2. `POST /api/briefing/rss-reactions``{rss_item_id, reaction}`
3. Backend validates ownership: joins through `rss_items → rss_feeds` to confirm `rss_feeds.user_id = g.user.id` before upserting
4. Upserts into `rss_item_reactions` — same reaction removes it, opposite flips it
**New endpoints in `routes/briefing.py`:**
- `POST /api/briefing/rss-reactions` — upsert or remove reaction (ownership-checked)
- `DELETE /api/briefing/rss-reactions/:item_id` — explicit removal (useful for MCP/external API consumers that cannot use the toggle behaviour of POST)
---
## Topic Preferences UI
**Settings → Briefing tab — new "News Preferences" subsection** (added below existing RSS feed management):
Two chip-input fields using the existing `TagInput.vue` component:
- **Interested in** → `briefing_include_topics` setting
- **Not interested in** → `briefing_exclude_topics` setting
A collapsed hint lists the standard topic vocabulary so users know valid terms. Custom terms are accepted — the RSS classifier will attempt to match them.
Saved via the existing `PUT /api/settings/:key` endpoint.
---
## MCP Tool Additions
New file: `fable-mcp/fable_mcp/tools/briefing.py`
Three tools registered in `server.py`:
| Tool | Description |
|------|-------------|
| `add_rss_feed(url, title=None, category=None)` | Adds a feed to the user's RSS list. `title` is optional — the feed title is auto-populated from feed metadata after the first fetch, but an override can be passed. Returns the created feed object. |
| `list_rss_feeds()` | Returns current feed list with id, title, url, category, last_fetched_at. |
| `remove_rss_feed(feed_id)` | Removes a feed by ID. |
These call existing RSS endpoints in `routes/briefing.py` via `FableClient`. No new backend routes required.
---
## New Backend Files
| File | Purpose |
|------|---------|
| `services/briefing_preferences.py` | Load/compute topic preference weights; apply to RSS item scoring |
| `services/rss_classifier.py` | Batch LLM classification of RSS items; background task management |
## Modified Backend Files
| File | Changes |
|------|---------|
| `services/briefing_pipeline.py` | Add pre-processing and post-briefing stages; carry `task_id` through serialised task dicts; pass `metadata` dict to `post_message()` |
| `services/rss.py` | Trigger background classification after storing new items |
| `services/weather.py` | Add `past_days=1` to Open-Meteo request; expose parsed yesterday data |
| `routes/briefing.py` | Add `POST/DELETE /api/briefing/rss-reactions` endpoints |
| `models/rss_feed.py` | Add `topics` and `classified_at` mapped columns to `RssItem`; expose in `to_dict()` |
| `models/conversation.py` | Add `metadata` JSONB mapped column to `Message`; update `to_dict()` to include `metadata` in the returned dict |
| `services/briefing_conversations.py` | Extend `post_message(conversation_id, role, content)` signature to accept an optional `metadata: dict \| None = None` parameter; pass it to the `Message(...)` constructor |
## New Frontend Files
| File | Purpose |
|------|---------|
| `components/WeatherCard.vue` | Weather display card (current, today, yesterday delta, 3-5 day strip, failure state) |
## Modified Frontend Files
| File | Changes |
|------|---------|
| `views/BriefingView.vue` | Read `message.metadata.weather` on conversation load → render `WeatherCard.vue` above message text; read `message.metadata.rss_item_ids` → attach reaction buttons to news cards in order |
| `views/SettingsView.vue` | Add "News Preferences" subsection with two `TagInput` fields |
| `api/client.ts` | Add `postRssReaction()`, `deleteRssReaction()` helpers |
---
## Out of Scope
- Android companion app changes (web-first; parity deferred)
- Full numeric scoring system (Approach C) — can evolve to this once reaction data accumulates
- Push notification integration for briefing reactions
@@ -1,214 +0,0 @@
# Internal Calendar with CalDAV Sync — Design Spec
## Goal
Add an internal event store to Fable's database, a full calendar UI (month/week grid), and a best-effort push sync to the user's existing external CalDAV server. Fable becomes the source of truth for events; CalDAV is an optional downstream target.
## Background
The existing `services/caldav.py` lets the AI assistant create, update, and delete events directly on an external CalDAV server (Nextcloud, etc.) via tool calls. There is no calendar UI and no internal event storage — all reads go to CalDAV at query time. The `events` DB table and `models/event.py` exist as dead code from an abandoned Radicale integration (created in migration `0019_add_events`); the table exists in the database but all columns are empty.
This design revives the internal event store, adds a REST API and calendar view, and re-wires the AI tools to write through the internal DB so all events are accessible regardless of CalDAV availability.
---
## Architecture
### Source of Truth
Fable's `events` DB table is the single source of truth. CalDAV sync is a best-effort push: after every create, update, or delete, a background task attempts to mirror the change to the user's configured CalDAV server. If CalDAV is unconfigured or unreachable, the operation still succeeds and the event remains in Fable.
### Timezone Handling
- **Storage:** `start_dt` / `end_dt` stored as UTC (`TIMESTAMPTZ`).
- **Display:** FullCalendar configured with `timeZone: 'local'` — renders in the browser's IANA timezone automatically.
- **Input:** Frontend datetime inputs are in local time; converted to a timezone-aware ISO string (with UTC offset) before the API call. Backend parses to UTC.
- **CalDAV push:** Uses the user's `caldav_timezone` setting for iCal `DTSTART`/`DTEND`, consistent with existing behaviour.
- **AI tools:** The LLM receives the user's timezone in the system prompt and sends timezone-aware strings, as today.
---
## Data Model
### `events` table (existing since migration 0019, extend via migration 0029)
| Column | Type | Notes |
|--------|------|-------|
| `id` | `SERIAL PK` | |
| `user_id` | `INT FK users CASCADE` | |
| `project_id` | `INT FK projects SET NULL` nullable | Optional link to a Fable project |
| `uid` | `TEXT` | iCal UID — UUID generated on `create_event`, embedded in CalDAV push |
| `caldav_uid` | `TEXT DEFAULT ''` | **New.** Same value as `uid` after a successful CalDAV push (confirms sync); empty if never synced |
| `title` | `TEXT` | |
| `start_dt` | `TIMESTAMPTZ` | UTC |
| `end_dt` | `TIMESTAMPTZ` nullable | UTC; null for open-ended events |
| `all_day` | `BOOLEAN DEFAULT false` | When true, time component is ignored in display |
| `description` | `TEXT DEFAULT ''` | |
| `location` | `TEXT DEFAULT ''` | |
| `color` | `TEXT DEFAULT ''` | **New.** Hex colour for calendar display (e.g. `#6366f1`) |
| `recurrence` | `TEXT` nullable | iCal RRULE string — stored and forwarded to CalDAV; not exposed in the UI slide-over |
| `created_at` | `TIMESTAMPTZ` | |
| `updated_at` | `TIMESTAMPTZ` | |
**Migration `0029_add_calendar_columns`:** `ALTER TABLE events ADD COLUMN IF NOT EXISTS caldav_uid TEXT DEFAULT ''` and `ADD COLUMN IF NOT EXISTS color TEXT DEFAULT ''`. Raw SQL with `IF NOT EXISTS` guards (table already exists from migration 0019).
**`models/event.py`:** Add two `mapped_column` declarations to the `Event` class:
```python
caldav_uid: Mapped[str] = mapped_column(Text, default="")
color: Mapped[str] = mapped_column(Text, default="")
```
Update `to_dict()` to include `"caldav_uid": self.caldav_uid` and `"color": self.color`.
---
## Service Layer
**`src/fabledassistant/services/events.py`** — owns all event CRUD and CalDAV push coordination.
### Public functions
```
create_event(user_id, title, start_dt, end_dt, all_day, description, location,
color, recurrence, project_id,
duration, reminder_minutes, attendees, calendar_name) → Event
get_event(user_id, event_id) → Event
list_events(user_id, date_from, date_to) → list[Event]
search_events(user_id, query, days_ahead=90) → list[Event]
update_event(user_id, event_id, **fields) → Event
delete_event(user_id, event_id) → None
find_events_by_query(user_id, query) → list[Event]
```
`duration`, `reminder_minutes`, `attendees`, and `calendar_name` are accepted by `create_event` for forwarding to CalDAV (they are not stored in the DB). `find_events_by_query` does a case-insensitive `ILIKE` search on `title` and is used by the AI `update_event` / `delete_event` tools.
### CalDAV push — UID strategy
`create_event` generates a UUID and stores it as the event's `uid`. This same UUID must be embedded as the iCal `UID` field when pushing to CalDAV. To enable this, `services/caldav.py`'s `create_event` function is **minimally modified** to accept an optional `uid: str | None = None` parameter; when provided, `event.add("uid", uid)` is called before `cal.add_component(event)`. All other CalDAV functions are unchanged.
On a successful push, `caldav_uid` is set to the same UUID value in the DB (confirming sync). This means `caldav_uid` is Fable's own UID confirmed-as-pushed, not a server-assigned value — which is fine since we generated it.
After every write to the DB:
- `create_event``asyncio.create_task(_push_create(event, user_id, extra_fields))`
- `update_event``asyncio.create_task(_push_update(event, user_id))`
- `delete_event``asyncio.create_task(_push_delete(caldav_uid, user_id))` if `caldav_uid` is set
Each push function calls the relevant function in `services/caldav.py`, marks `caldav_uid` on success, and logs a warning on failure. CalDAV being unconfigured is treated as a no-op (not an error).
### Match policy for AI update/delete tools
`find_events_by_query` returns all events where `title ILIKE '%query%'`. The calling tool applies the same match-count policy as the existing CalDAV tools: zero matches → raise `ValueError("No event found matching '…'.")`; more than 3 matches → raise `ValueError("Too many matches (N) for '…'. Be more specific. Found: …")`. One or two matches use the first result.
---
## REST API
**`src/fabledassistant/routes/events.py`** — new blueprint, registered in `app.py`.
| Method | Path | Description |
|--------|------|-------------|
| `GET` | `/api/events?from=&to=` | List events in ISO datetime range |
| `POST` | `/api/events` | Create event |
| `GET` | `/api/events/:id` | Get single event |
| `PATCH` | `/api/events/:id` | Partial update |
| `DELETE` | `/api/events/:id` | Delete event |
All routes require `@login_required`. Ownership enforced in the service layer (404 if event not owned by requesting user).
---
## AI Tool Rewiring
Calendar tools in `services/tools.py` are updated to call `services/events.py` instead of `services/caldav.py` directly. The `is_caldav_configured` gate that currently hides these tools is **removed** — calendar tools are always available since the internal DB is always present. The tool definitions currently grouped under `_CALDAV_TOOLS` (appended to the tools list only when `is_caldav_configured` is true) must be moved into the unconditional `_CORE_TOOLS` list (or equivalent always-included list). The tool parameter names and LLM-facing descriptions do not change.
| Tool | Change |
|------|--------|
| `create_event` | Calls `events.create_event(...)` — all existing params forwarded |
| `list_events` | Calls `events.list_events(...)` |
| `search_events` | Calls `events.search_events(...)` |
| `update_event` | Calls `events.find_events_by_query(...)`, then `events.update_event(...)` |
| `delete_event` | Calls `events.find_events_by_query(...)`, then `events.delete_event(...)` |
---
## Frontend
### Dependencies
```
@fullcalendar/vue3
@fullcalendar/daygrid # month view
@fullcalendar/timegrid # week / day view
@fullcalendar/interaction # drag-to-move, resize, click-to-create
```
All MIT licensed.
### Components
**`frontend/src/views/CalendarView.vue`** — main view at `/calendar`:
- FullCalendar instance with `timeZone: 'local'`, `initialView: 'dayGridMonth'`, header toolbar toggling between month and week
- Loads events for the visible date range via `GET /api/events?from=&to=`
- Re-fetches when the visible range changes
- Click on empty date cell → opens `EventSlideOver` in create mode, pre-filled with the clicked date
- Click on existing event → opens `EventSlideOver` in edit mode
- Drag event to new date/time → `PATCH /api/events/:id` with updated times (optimistic update, revert on error)
- Resize event → same
**`frontend/src/components/EventSlideOver.vue`** — reusable slide-over panel (same pattern as the workspace task slide-over):
- Fields: title (required), start date/time, end date/time, all-day toggle, location, description, colour picker, optional project selector
- `recurrence` is **not** a form field — it is stored and pushed to CalDAV via AI tools only
- Create mode: `POST /api/events`
- Edit mode: `PATCH /api/events/:id` + delete button (`DELETE /api/events/:id`)
- Closes on save, cancel, or Escape
**`frontend/src/api/client.ts`** — add typed helpers and `EventEntry` / `CreateEventBody` interfaces:
```typescript
interface EventEntry {
id: number; uid: string; title: string;
start_dt: string; end_dt: string | null;
all_day: boolean; description: string; location: string;
color: string; recurrence: string | null;
project_id: number | null; caldav_uid: string;
created_at: string; updated_at: string;
}
listEvents(from: string, to: string): Promise<EventEntry[]>
createEvent(body: CreateEventBody): Promise<EventEntry>
getEvent(id: number): Promise<EventEntry>
updateEvent(id: number, body: Partial<CreateEventBody>): Promise<EventEntry>
deleteEvent(id: number): Promise<void>
```
### Navigation
- `/calendar` added to Vue Router
- Sidebar nav item added
- Keyboard shortcut: `g` + `l` (ca**l**endar) — `c` is already taken by chat
---
## Error Handling
- CalDAV push failures are logged at `WARNING` level and do not surface to the user
- If CalDAV is unconfigured, push is skipped silently
- Drag-to-move/resize failures (PATCH error) revert the event to its previous position in FullCalendar's UI via the `revert` callback
- 404 returned for event access by non-owner
---
## Testing
- `tests/test_events_service.py` — unit tests for `create_event`, `list_events`, `search_events`, `update_event`, `delete_event`, `find_events_by_query` with mocked DB session; separate test verifying CalDAV push background task is fired
- `tests/test_events_routes.py` — route tests for all five endpoints verifying ownership enforcement and correct status codes
- TypeScript check (`make typecheck`) after all frontend changes
---
## Out of Scope
- Pull sync (importing events from CalDAV into Fable) — possible future upgrade
- Recurring event expansion in the UI (RRULE stored and forwarded to CalDAV via AI tools only)
- Shared calendars / multi-user event invites
- Event notifications / reminders in the Fable push system
-236
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@@ -1,236 +0,0 @@
# RAG Scoping and Context Isolation Design
> **For agentic workers:** Use superpowers:executing-plans or superpowers:subagent-driven-development to implement this plan task-by-task.
**Goal:** Prevent project-associated notes from polluting global chat RAG, and give the LLM tools to discover and switch project scope during a conversation.
**Problem being solved:** Users with multiple projects (e.g. scifi worldbuilding, personal productivity) find that semantic search pulls notes from whichever project has the most content, contaminating general-purpose chat context. Project notes should be siloed by default.
---
## Architecture
### Default RAG behavior change
Currently `rag_project_id=None` in `build_context()` searches all notes. After this change the semantics become a three-value system:
- `rag_project_id = None` → search only orphan notes (`project_id IS NULL`)
- `rag_project_id = <positive int>` → search only that project's notes
- `rag_project_id = -1` → search all notes (explicit opt-in to current global behavior)
**`semantic_search_notes()` change** (`services/embeddings.py`): add `orphan_only: bool = False` parameter. When `True`, add `.where(Note.project_id.is_(None))` to the SQLAlchemy query.
**`search_notes_for_context()` change** (`services/notes.py`): add `orphan_only: bool = False` parameter with the same filter.
**`build_context()` change** (`services/llm.py`): compute the flags before calling search:
```python
# rag_project_id=None → orphan only; -1 → all notes; positive int → that project
orphan_only = rag_project_id is None
effective_project_id = rag_project_id if (rag_project_id is not None and rag_project_id != -1) else None
for score, note in await semantic_search_notes(
user_id, user_message, exclude_ids=search_exclude or None, limit=8,
project_id=effective_project_id,
orphan_only=orphan_only,
):
...
```
The same `orphan_only` / `effective_project_id` pattern applies to the keyword fallback call to `search_notes_for_context()`.
### Conversation scope persistence
**New DB column:** `conversations.rag_project_id INTEGER` (nullable, default `NULL`).
Semantics match the three-value system above. `NULL` is the default for all new and existing conversations after migration — existing conversations transparently gain orphan-only scoping.
**Model change** (`models/conversation.py`):
```python
rag_project_id: Mapped[int | None] = mapped_column(Integer, nullable=True, default=None)
```
`to_dict()` must include `"rag_project_id": self.rag_project_id`.
**Route change** (`routes/chat.py`): `PATCH /api/chat/conversations/:id` must accept `rag_project_id` in the request body and call `update_conversation(conv_id, user_id, rag_project_id=value)`. `GET /api/chat/conversations/:id` returns `rag_project_id` via `to_dict()`.
**Service change** (`services/chat.py`): `update_conversation()` must accept and persist `rag_project_id`.
### Project summarization background job
**New DB columns** on `projects`:
```python
auto_summary: Mapped[str | None] = mapped_column(Text, nullable=True)
summary_updated_at: Mapped[datetime | None] = mapped_column(DateTime(timezone=True), nullable=True)
```
**`generate_project_summary(user_id: int, project_id: int) -> None`** (`services/projects.py`):
- Fetches project metadata (title, description, goal)
- Fetches up to 10 notes for that project: `SELECT title, body[:200] FROM notes WHERE project_id=? ORDER BY updated_at DESC LIMIT 10`
- Builds an Ollama prompt: "Summarize this project in 3-4 sentences covering its purpose, themes, and content. Title: {title}. Description: {description}. Goal: {goal}. Recent notes: {sample}"
- Calls Ollama (same `generate_completion()` helper used elsewhere, `stream=False`)
- Stores result in `project.auto_summary` and `project.summary_updated_at = datetime.now(UTC)`
- On Ollama failure: log debug message, return without updating (graceful degradation)
**`backfill_project_summaries() -> None`** (`services/projects.py`): fire-and-forget, called at startup alongside `backfill_note_embeddings()`. Generates summaries for all projects where `auto_summary IS NULL`.
**Trigger from `update_project()`**: after committing, call `asyncio.create_task(generate_project_summary(user_id, project_id))` unconditionally.
**Trigger from note saves**: in `create_note()` and `update_note()` within `services/notes.py`, when `project_id` is not None, check `project.summary_updated_at`. If `None` or more than 1 hour old, fire `asyncio.create_task(generate_project_summary(user_id, project_id))`. This avoids flooding Ollama during heavy note-editing sessions.
`generate_project_summary` and `backfill_project_summaries` are **internal background tasks only**, not exposed as LLM tools.
### New LLM tools
Both tools are added to `_CORE_TOOLS` in `services/tools.py`.
**`search_projects(query: str)`**:
- Loads all projects for the user from the DB (title, description, goal, auto_summary)
- Scores each project: `SequenceMatcher(None, query.lower(), combined_text.lower()).ratio()` where `combined_text = f"{title} {description or ''} {auto_summary or ''}"`, plus keyword overlap bonus
- Returns top 5 as `[{id, title, summary_snippet, score}]` where `summary_snippet` is `auto_summary[:200]` or `description[:200]`
- Tool result type: `"projects_list"`
**`set_rag_scope(project_id: int | None)`**:
- `project_id = <positive int>` → scope to that project
- `project_id = null` → orphan-only
- `project_id = -1` → all notes
- **Workspace guard:** if `workspace_project_id` is set on the current generation context, return `{success: false, error: "Cannot change RAG scope in workspace view"}` and make no changes
- Validates positive project_id exists and belongs to user (returns error if not)
- Calls `await update_conversation(conv_id, user_id, rag_project_id=project_id)` to persist immediately
- Returns `{success: true, type: "rag_scope_set", scope_label: "<human-readable>"}` e.g. `"Orphan notes only"`, `"SciFi Project"`, `"All notes"`
**`conv_id` threading** (`services/tools.py`, `services/generation_task.py`):
Current `execute_tool()` signature:
```python
async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict
```
Updated signature:
```python
async def execute_tool(
user_id: int,
tool_name: str,
arguments: dict,
conv_id: int | None = None,
workspace_project_id: int | None = None,
) -> dict
```
In `generation_task.py`, the call site in the tool execution loop must pass `conv_id=conv_id, workspace_project_id=workspace_project_id` — both are already available as local variables in `run_generation()`.
**SSE `new_rag_scope` wiring:**
In `generation_task.py`, after each tool call returns, check `if result.get("type") == "rag_scope_set" and result.get("success")`. Store `new_rag_scope = arguments["project_id"]` and `new_rag_scope_label = result["scope_label"]`.
When emitting the final SSE `done` event (currently `{"done": True, "message_id": msg_id, "timing": timing}`), add the scope fields when present:
```python
done_payload = {"done": True, "message_id": msg_id, "timing": timing}
if new_rag_scope_label is not None:
done_payload["new_rag_scope"] = new_rag_scope # raw int or None
done_payload["new_rag_scope_label"] = new_rag_scope_label
yield f"data: {json.dumps(done_payload)}\n\n"
```
In `stores/chat.ts`, the SSE `done` handler must check `event.data.new_rag_scope !== undefined` and set `currentConversation.value.rag_project_id = event.data.new_rag_scope`.
### Frontend scope indicator
**Chat store** (`stores/chat.ts`):
- `currentConversation` already holds the full conversation object; add `rag_project_id: number | null` to the conversation interface
- Add a computed `ragProjectId` that reads `currentConversation.value?.rag_project_id ?? null`
- Add `async updateRagScope(convId: number, ragProjectId: number | null)` that calls `PATCH /api/chat/conversations/:id { rag_project_id }` and updates `currentConversation.value.rag_project_id` locally on success
- In the SSE `done` handler, if `event.data.new_rag_scope !== undefined`, set `currentConversation.value.rag_project_id = event.data.new_rag_scope`
**ChatView** (`views/ChatView.vue`):
- Remove the existing `ProjectSelector` from the sidebar RAG scope section
- Add a scope chip just above the message input. Shows: `⊙ Orphan notes` (null) / `⊙ All notes` (-1) / `⊙ {project title}` (positive int)
- Clicking opens a compact dropdown: "Orphan notes only", all active projects by title, "All notes"
- On selection, call `chatStore.updateRagScope(convId, selectedValue)`
- When `chatStore.ragProjectId` changes (from SSE or UI), briefly apply a CSS pulse animation to the chip
- Load the projects list once on mount via `apiGet("/api/projects?status=active")`
**WorkspaceView** — no change. It hardcodes `ragProjectId` to the workspace project's id (positive int). Scope chip is not shown in workspace view.
---
## Files Changed
### Backend
| File | Change |
|------|--------|
| `alembic/versions/0030_rag_scoping.py` | Add `conversations.rag_project_id`, `projects.auto_summary`, `projects.summary_updated_at` |
| `models/conversation.py` | Add `rag_project_id: Mapped[int \| None]`; include in `to_dict()` |
| `models/project.py` | Add `auto_summary: Mapped[str \| None]`, `summary_updated_at: Mapped[datetime \| None]` |
| `services/projects.py` | Add `generate_project_summary()`, `backfill_project_summaries()`; trigger from `update_project()` |
| `services/notes.py` | Add `orphan_only` param to `search_notes_for_context()`; trigger summary regen from note saves |
| `services/embeddings.py` | Add `orphan_only: bool = False` param to `semantic_search_notes()` |
| `services/llm.py` | Compute `orphan_only` + `effective_project_id` from `rag_project_id`; pass to both search calls |
| `services/tools.py` | Add `search_projects` and `set_rag_scope` definitions and handlers; update `execute_tool()` signature |
| `services/generation_task.py` | Pass `conv_id` + `workspace_project_id` to `execute_tool()`; capture scope change; emit in SSE done |
| `services/chat.py` | Add `rag_project_id` parameter to `update_conversation()` |
| `routes/chat.py` | Accept `rag_project_id` in PATCH body; return in GET responses via `to_dict()` |
| `app.py` | Call `backfill_project_summaries()` at startup |
### Frontend
| File | Change |
|------|--------|
| `api/client.ts` | Conversation type includes `rag_project_id`; helpers accept it |
| `stores/chat.ts` | `ragProjectId` computed; `updateRagScope()` method; SSE done handler updates scope |
| `views/ChatView.vue` | Replace sidebar `ProjectSelector` with scope chip above input bar |
---
## Data Flow
```
User changes scope via chip
→ chatStore.updateRagScope(convId, value)
→ PATCH /api/chat/conversations/:id { rag_project_id: value }
→ DB updated; currentConversation.rag_project_id updated locally
→ chip re-renders immediately
User sends message
→ sendMessage() reads chatStore.ragProjectId → passes as rag_project_id in POST body
→ build_context() derives orphan_only + effective_project_id
→ RAG results scoped accordingly
Model calls set_rag_scope(3) during generation
→ execute_tool(conv_id=X, workspace_project_id=None) writes rag_project_id=3 to DB
→ returns { success: true, type: "rag_scope_set", scope_label: "SciFi Project" }
→ generation_task stores new_rag_scope=3, new_rag_scope_label="SciFi Project"
→ SSE done event: { done: true, new_rag_scope: 3, new_rag_scope_label: "SciFi Project", ... }
→ chat store done handler: currentConversation.rag_project_id = 3
→ chip pulses → "⊙ SciFi Project"
User opens existing conversation
→ GET /api/chat/conversations/:id returns rag_project_id
→ chat store sets currentConversation; ragProjectId computed picks it up
→ chip renders correct scope immediately
```
---
## Error Handling
- **Ollama unavailable during summary gen:** log debug, return without updating; old summary (or null) retained; `search_projects` falls back to title + description matching
- **`set_rag_scope` called in workspace:** return `{success: false, error: "Cannot change RAG scope in workspace view"}`; no DB write
- **`set_rag_scope` with unknown positive project_id:** return `{success: false, error: "Project not found"}`; scope unchanged
- **`search_projects` with no summaries yet:** score on title + description only; still returns results
- **Existing conversations after migration:** `rag_project_id` defaults to `NULL` → orphan-only; behavior silently improves without user action
---
## Testing
- Unit: `semantic_search_notes(orphan_only=True)` returns only notes where `project_id IS NULL`
- Unit: `semantic_search_notes(project_id=3, orphan_only=False)` returns only notes for project 3
- Unit: `build_context()` passes correct `orphan_only` / `effective_project_id` for all three `rag_project_id` values (None, -1, positive)
- Unit: `search_projects()` scoring ranks correct project first for representative queries; degrades gracefully with no summaries
- Unit: `generate_project_summary()` builds correct Ollama prompt; handles Ollama failure gracefully
- Integration: `set_rag_scope()` handler writes to DB, returns correct scope_label, rejects in workspace context
- Integration: SSE `done` event includes `new_rag_scope` when scope changes mid-conversation
- Frontend: scope chip reflects loaded conversation scope; updates reactively on model tool call
-2
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@@ -1,2 +0,0 @@
FABLE_URL=http://localhost:5000
FABLE_API_KEY=fmcp_your_key_here
-124
View File
@@ -1,124 +0,0 @@
"""Async HTTP client for the Fable Assistant API."""
from __future__ import annotations
import os
from typing import Any, AsyncIterator
import httpx
class FableAPIError(Exception):
"""Raised when the Fable API returns a non-2xx response."""
def __init__(self, status_code: int, message: str) -> None:
self.status_code = status_code
super().__init__(f"Fable API error {status_code}: {message}")
class FableClient:
"""Async wrapper around httpx for the Fable REST API."""
def __init__(self) -> None:
url = os.environ.get("FABLE_URL", "").rstrip("/")
key = os.environ.get("FABLE_API_KEY", "")
if not url:
raise ValueError("FABLE_URL environment variable is required")
if not key:
raise ValueError("FABLE_API_KEY environment variable is required")
self.base_url = url
self._headers = {
"Authorization": f"Bearer {key}",
"Content-Type": "application/json",
}
self._client: httpx.AsyncClient | None = None
async def __aenter__(self) -> "FableClient":
self._client = httpx.AsyncClient(
base_url=self.base_url,
headers=self._headers,
timeout=30.0,
)
return self
async def __aexit__(self, *args: Any) -> None:
if self._client:
await self._client.aclose()
self._client = None
def _http(self) -> httpx.AsyncClient:
if self._client is None:
raise RuntimeError("FableClient must be used as an async context manager")
return self._client
@staticmethod
def _raise_for_status(response: httpx.Response) -> None:
if response.is_error:
try:
message = response.json().get("error", response.text)
except Exception:
message = response.text
raise FableAPIError(response.status_code, message)
async def get(self, path: str, **kwargs: Any) -> Any:
response = await self._http().get(path, **kwargs)
self._raise_for_status(response)
return response.json()
async def post(self, path: str, **kwargs: Any) -> Any:
response = await self._http().post(path, **kwargs)
self._raise_for_status(response)
return response.json()
async def patch(self, path: str, **kwargs: Any) -> Any:
response = await self._http().patch(path, **kwargs)
self._raise_for_status(response)
return response.json()
async def put(self, path: str, **kwargs: Any) -> Any:
response = await self._http().put(path, **kwargs)
self._raise_for_status(response)
return response.json()
async def delete(self, path: str, **kwargs: Any) -> Any:
response = await self._http().delete(path, **kwargs)
if response.status_code == 204:
return None
self._raise_for_status(response)
if response.content:
return response.json()
return None
async def stream_get(self, path: str, **kwargs: Any) -> AsyncIterator[str]:
"""Yield non-empty lines from a streaming GET response (SSE)."""
async with self._http().stream("GET", path, **kwargs) as response:
self._raise_for_status(response)
async for line in response.aiter_lines():
if line:
yield line
# ---------------------------------------------------------------------------
# Module-level singleton
# ---------------------------------------------------------------------------
_client: FableClient | None = None
def init_client() -> FableClient:
"""Initialise the module-level FableClient singleton (reads env vars)."""
global _client
_client = FableClient()
return _client
def get_client() -> FableClient:
"""Return the singleton client; raises RuntimeError if not initialised."""
if _client is None:
raise RuntimeError("Call init_client() before get_client()")
return _client
def _reset_client() -> None:
"""Reset the singleton — used by tests only."""
global _client
_client = None

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