Drafter reuse-recall (both halves) + the multi-user ACL work it exposed #78

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bvandeusen merged 14 commits from dev into main 2026-07-26 00:25:27 -04:00
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14 commits, CI green on head 4b5d900 (run 2901). Two bodies of work: the Drafter's reuse-recall layer, and the sharing/ACL corrections that reviewing it turned up.

Drafter — reuse-recall

Milestones #227 (recall backend) and #231 (snippet merge), both complete.

A snippet is a note with note_type='snippet' — no new table, no migration. It inherits embeddings, ACL, project/System association and the dedup gate, and joins the existing title-first auto-inject pool, so prior art can surface before a one-off gets written. Structured fields live in a body-convention (title = name — when to reach for it, which is exactly what a recall menu shows), swappable to a structured column later without touching the MCP/REST/UI contract.

Ships with MCP tools, REST routes, a Snippets list/detail/editor UI, a reusing-code plugin skill, and merge — unifying scattered one-offs into one canonical record carrying every call site as a location.

What reviewing it found

A review of both halves (2026-07-25) turned up four defects, all fixed here:

  • #2076 language was mis-derived from the first caller tag, corrupting the tag set and code fence on the next edit
  • #2077 MCP update_snippet mapped "" to "unchanged", so no field could ever be cleared and no snippet detached from its project
  • #2078 surface asymmetry: no MCP delete, no locations from MCP, no system_ids from REST/UI, no dedup gate on REST create
  • #2079 snippet search couldn't scope to a project, and shared records were invisible in every list

The ACL work #2079 opened up

Fixing that last one exposed a real gap: list queries filtered on ownership alone while get_note_permission resolved shares properly, so a record shared with you could be opened by id but never found. Now there are two scopes, deliberately different:

  • browse (own + project-reachable) — for passive surfaces: browse lists, facet counts, the process→skill manifest
  • read (everything the ACL permits) — for explicit acts: a typed search, a fetch by id

The split is a trust boundary. Anything appearing unasked reads as material you endorsed, so a one-off direct share waits until you go looking for it — which also means a shared Process is never installed as an auto-surfacing skill on your machine.

Everything handed to an agent or a UI now says whose it is (shared / owner / permission), get_process explicitly countermands its own follow-verbatim contract for a shared record, and both halves of a hybrid search see equally — previously a shared record was findable by wording but invisible by meaning (#2092).

Writes follow the same model (#2112): editor/admin grants can edit, viewer grants cannot, and a read-only refusal says so rather than claiming not-found. Merge is stricter than update since it trashes sources. Two regressions found and fixed along the way: #2093 (lists returning records get_* couldn't open) and the write/delete asymmetry.

Scope is explicit per retrieval — the near-duplicate gate stays owner-only, because a verdict that blocks a create must not hinge on someone else's notes.

Verification

Per rule #11: dev green on 4b5d900 — analyzers, TypeScript typecheck, 403 unit tests, integration on pgvector/pg17 (full 0001→head migration chain), image build. No migration in this range.

Plugin 0.1.11 → 0.1.16; the marketplace serves from main, so merging is what publishes the reusing-code skill and the provenance guidance.

Deliberately left open

Milestone #232 (recall hardening — write-path trigger, drift checks, duplicate finder, the deferred data JSONB column), #2080 (ampersands HTML-escaped on store, unrelated to this work), and Drafter half 2 — the design/component explorer.

14 commits, CI green on head `4b5d900` (run 2901). Two bodies of work: the Drafter's reuse-recall layer, and the sharing/ACL corrections that reviewing it turned up. ## Drafter — reuse-recall Milestones **#227** (recall backend) and **#231** (snippet merge), both complete. A snippet is a note with `note_type='snippet'` — no new table, no migration. It inherits embeddings, ACL, project/System association and the dedup gate, and joins the existing title-first auto-inject pool, so prior art can surface before a one-off gets written. Structured fields live in a body-convention (title = `name — when to reach for it`, which is exactly what a recall menu shows), swappable to a structured column later without touching the MCP/REST/UI contract. Ships with MCP tools, REST routes, a Snippets list/detail/editor UI, a `reusing-code` plugin skill, and merge — unifying scattered one-offs into one canonical record carrying every call site as a location. ## What reviewing it found A review of both halves (2026-07-25) turned up four defects, all fixed here: - **#2076** language was mis-derived from the first caller tag, corrupting the tag set and code fence on the next edit - **#2077** MCP `update_snippet` mapped `""` to "unchanged", so no field could ever be cleared and no snippet detached from its project - **#2078** surface asymmetry: no MCP delete, no `locations` from MCP, no `system_ids` from REST/UI, no dedup gate on REST create - **#2079** snippet search couldn't scope to a project, and shared records were invisible in every list ## The ACL work #2079 opened up Fixing that last one exposed a real gap: list queries filtered on ownership alone while `get_note_permission` resolved shares properly, so a record shared with you could be **opened by id but never found**. Now there are two scopes, deliberately different: - **browse** (own + project-reachable) — for passive surfaces: browse lists, facet counts, the process→skill manifest - **read** (everything the ACL permits) — for explicit acts: a typed search, a fetch by id The split is a trust boundary. Anything appearing unasked reads as material you endorsed, so a one-off direct share waits until you go looking for it — which also means a shared Process is never installed as an auto-surfacing skill on your machine. Everything handed to an agent or a UI now says whose it is (`shared` / `owner` / `permission`), `get_process` explicitly countermands its own follow-verbatim contract for a shared record, and both halves of a hybrid search see equally — previously a shared record was findable by wording but invisible by meaning (**#2092**). Writes follow the same model (**#2112**): editor/admin grants can edit, viewer grants cannot, and a read-only refusal says so rather than claiming not-found. Merge is stricter than update since it trashes sources. Two regressions found and fixed along the way: **#2093** (lists returning records `get_*` couldn't open) and the write/delete asymmetry. Scope is explicit per retrieval — the near-duplicate gate stays owner-only, because a verdict that blocks a create must not hinge on someone else's notes. ## Verification Per rule #11: `dev` green on `4b5d900` — analyzers, TypeScript typecheck, 403 unit tests, integration on `pgvector/pg17` (full `0001→head` migration chain), image build. No migration in this range. Plugin `0.1.11 → 0.1.16`; the marketplace serves from `main`, so merging is what publishes the `reusing-code` skill and the provenance guidance. ## Deliberately left open Milestone **#232** (recall hardening — write-path trigger, drift checks, duplicate finder, the deferred `data` JSONB column), **#2080** (ampersands HTML-escaped on store, unrelated to this work), and Drafter half 2 — the design/component explorer.
bvandeusen added 14 commits 2026-07-26 00:25:18 -04:00
feat(scribe): add snippet recall — note_type='snippet' service + MCP tools
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1942913366
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
feat(scribe): snippet recording nudge — reusing-code skill + MCP/SessionStart guidance
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0ea3bff797
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
feat(scribe): snippet management UI + REST routes; embed snippets on create
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d257c0fd67
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
feat(scribe): multi-location snippet body convention (backward compatible)
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eb400a521b
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
feat(scribe): merge_snippets — unify found one-off snippets into one canonical
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85625de394
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
feat(scribe): snippet merge UI — multi-select merge, repeatable locations
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7a81b7333e
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
fix(snippets): close the recall-surface gaps found reviewing the Drafter
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b33e2a79c6
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
fix(acl): make shared records findable, not just openable (#2079)
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b7d6fc7e5d
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
feat(acl): shared records are search-only and always labelled as someone else's
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04b58ce01e
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
fix(acl): make the visibility predicates pure builders; repair CI
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8b069cc93f
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
feat(acl): unify the retrieval scopes; mark shared rows in Knowledge browse
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ef1dbdfc86
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
test(acl): give search/inject fixtures real owner ids; fail soft on name lookup
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e9cd3435ad
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
fix(acl): align MCP writes with the share model — editor edits, viewer doesn't
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3ffdbbc521
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
test(processes): retarget the update_process patch at get_note_for_user
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4b5d9005fd
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
bvandeusen merged commit a8f152b7d4 into main 2026-07-26 00:25:27 -04:00
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Reference: bvandeusen/FabledScribe#78