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FabledScribe/src/scribe/models/rulebook.py
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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

260 lines
11 KiB
Python

from datetime import datetime, timezone
from sqlalchemy import (
BigInteger, Boolean, Column, DateTime, ForeignKey, Index, Integer, Table,
Text, UniqueConstraint, text,
)
from sqlalchemy.orm import Mapped, mapped_column
from scribe.models import Base
from scribe.models.base import CreatedAtMixin, SoftDeleteMixin, TimestampMixin, iso
class Rulebook(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "rulebooks"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
owner_user_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("users.id", ondelete="CASCADE")
)
title: Mapped[str] = mapped_column(Text)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
always_on: Mapped[bool] = mapped_column(
Boolean, default=False, nullable=False, server_default="false"
)
def to_dict(self) -> dict:
return {
"id": self.id,
"owner_user_id": self.owner_user_id,
"title": self.title,
"description": self.description or "",
"always_on": self.always_on,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class RulebookTopic(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "rulebook_topics"
# Partial unique: a title is unique among LIVE topics in a rulebook, so a
# trashed topic doesn't block recreating/restoring the same title.
__table_args__ = (
Index(
"uq_topic_per_rulebook", "rulebook_id", "title",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
rulebook_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rulebooks.id", ondelete="CASCADE")
)
title: Mapped[str] = mapped_column(Text)
description: Mapped[str | None] = mapped_column(Text, nullable=True)
order_index: Mapped[int] = mapped_column(Integer, default=0)
def to_dict(self) -> dict:
return {
"id": self.id,
"rulebook_id": self.rulebook_id,
"title": self.title,
"description": self.description or "",
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
class Rule(Base, TimestampMixin, SoftDeleteMixin):
__tablename__ = "rules"
# Partial unique: title unique among LIVE rules in a topic (soft-deleted
# rules don't block recreating/restoring the same title).
__table_args__ = (
Index(
"uq_rule_per_topic", "topic_id", "title",
unique=True, postgresql_where=text("deleted_at IS NULL"),
),
)
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
# Exactly one of topic_id / project_id is set — enforced by CHECK
# constraint ck_rule_topic_xor_project (migration 0059).
topic_id: Mapped[int | None] = mapped_column(
BigInteger,
ForeignKey("rulebook_topics.id", ondelete="CASCADE"),
nullable=True,
)
project_id: Mapped[int | None] = mapped_column(
BigInteger,
ForeignKey("projects.id", ondelete="CASCADE"),
nullable=True,
index=True,
)
title: Mapped[str] = mapped_column(Text)
statement: Mapped[str] = mapped_column(Text)
# WHEN this rule applies — the trigger, not the instruction. Required of
# new rules at the service layer and nullable here, because rules written
# before migration 0088 have none and a migration cannot invent one.
# It carries three jobs at once (note 3026): it is the tier test made
# concrete, the readable form of the canon tag, and the half of the
# document that makes a rule findable by meaning.
when_to_apply: Mapped[str | None] = mapped_column(Text, nullable=True)
# always_on = preloaded into every session, as every rule is today.
# conditional = reachable, and surfaced when its trigger fires. The
# default preserves existing behaviour exactly: nothing stops binding
# because of an upgrade. CHECK ck_rules_tier (migration 0088, rule 36).
tier: Mapped[str] = mapped_column(Text, default="always_on", server_default="always_on")
why: Mapped[str | None] = mapped_column(Text, nullable=True)
how_to_apply: Mapped[str | None] = mapped_column(Text, nullable=True)
# The three fields that tell a CONSTRAINT apart from a NORM (milestone
# 312). A norm is a decision — no truth value, changes only when its
# author changes it. A constraint asserts a fact about someone else's
# software, and goes false with nobody watching: every stale rule the
# 307 audit found was one, and no norm had rotted.
#
# `verify_with` is how to check the rule is still true; `expires_when` is
# the STATE that ends it, deliberately 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: unexamined outranks
# examined-long-ago.
#
# Most rules should leave all three empty. A null `verify_with` is not a
# gap — it is the marker for "this is a decision, there is nothing to go
# and check," and the signal is only worth reading while that stays true.
verify_with: Mapped[str | None] = mapped_column(Text, nullable=True)
expires_when: Mapped[str | None] = mapped_column(Text, nullable=True)
verified_at: Mapped[datetime | None] = mapped_column(
DateTime(timezone=True), nullable=True
)
# The record that caused this rule — the edge notes and tasks already
# have. Rule 46's `why` names note 2813 in prose; this is that link as a
# field, so it survives a rewording of the paragraph.
arose_from_id: Mapped[int | None] = mapped_column(
BigInteger, ForeignKey("notes.id", ondelete="SET NULL"), nullable=True
)
order_index: Mapped[int] = mapped_column(Integer, default=0)
def to_dict(self) -> dict:
return {
"id": self.id,
"topic_id": self.topic_id,
"project_id": self.project_id,
"title": self.title,
"statement": self.statement,
"when_to_apply": self.when_to_apply or "",
"tier": self.tier,
"why": self.why or "",
"how_to_apply": self.how_to_apply or "",
"verify_with": self.verify_with or "",
"expires_when": self.expires_when or "",
"verified_at": iso(self.verified_at),
"arose_from_id": self.arose_from_id,
"order_index": self.order_index,
"created_at": iso(self.created_at),
"updated_at": iso(self.updated_at),
}
# Which global AREA a rule is about (milestone 307). 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. This is the edge three
# projects were drawing by hand, as rule text copied into a System's charter.
rule_systems = Table(
"rule_systems",
Base.metadata,
Column("rule_id", BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), primary_key=True),
Column("canonical_id", Integer, ForeignKey("canonical_systems.id", ondelete="CASCADE"), primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)
class RuleRelation(Base, CreatedAtMixin):
"""A typed edge between two rules. Each kind exists because its ABSENCE
forced a workaround somewhere in the operator's rulebook (note 3026).
- ``co_surfaces`` — these fail together, so they must arrive together.
Without it, the only way to guarantee that was to merge them into one
row, which is what happened to rule 46: split into 144, folded back the
same day because "either rule could surface without the other."
Symmetric in meaning; stored once and read both ways.
- ``overrides`` — this rule supersedes that one for its scope. Only
*suppression* existed, so an override had to be written as a parallel
rule that then drifts from its parent.
- ``elaborates`` — this rule adds local specifics to that one; surfacing
the parent brings the addendum with it.
``note`` records WHY the edge was drawn, for the same reason a rule
carries `why`: a later reader deciding whether it still holds needs the
reasoning, not just the fact.
"""
__tablename__ = "rule_relations"
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
from_rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True
)
to_rule_id: Mapped[int] = mapped_column(
BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), index=True
)
# CHECK ck_rule_relations_kind (migration 0088, rule 36).
kind: Mapped[str] = mapped_column(Text)
note: Mapped[str | None] = mapped_column(Text, nullable=True)
__table_args__ = (
UniqueConstraint("from_rule_id", "to_rule_id", "kind", name="uq_rule_relations_edge"),
)
def to_dict(self) -> dict:
return {
"id": self.id,
"from_rule_id": self.from_rule_id,
"to_rule_id": self.to_rule_id,
"kind": self.kind,
"note": self.note or "",
"created_at": iso(self.created_at),
}
# Pure many-to-many — no model class, just the join table.
project_rulebook_subscriptions = Table(
"project_rulebook_subscriptions",
Base.metadata,
Column("project_id", BigInteger, ForeignKey("projects.id", ondelete="CASCADE"), primary_key=True),
Column("rulebook_id", BigInteger, ForeignKey("rulebooks.id", ondelete="CASCADE"), primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)
# Suppressions — let a project mute individual rules or whole topics from
# rulebooks it subscribes to, without unsubscribing the rulebook itself.
# FKs CASCADE so the row vanishes when its parent is removed.
project_rule_suppressions = Table(
"project_rule_suppressions",
Base.metadata,
Column("project_id", BigInteger, ForeignKey("projects.id", ondelete="CASCADE"), primary_key=True),
Column("rule_id", BigInteger, ForeignKey("rules.id", ondelete="CASCADE"), primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)
# A project's opt-out of a whole ALWAYS-ON rulebook (milestone 297): the
# sibling of the two suppression tables below, one level up. Always-on
# rulebooks bind every project implicitly; an inception decision can exclude
# specific ones for this project, and get_applicable_rules /
# list_always_on_rules(project_id) skip them. FKs CASCADE like the others.
project_rulebook_exclusions = Table(
"project_rulebook_exclusions",
Base.metadata,
Column("project_id", BigInteger, ForeignKey("projects.id", ondelete="CASCADE"), primary_key=True),
Column("rulebook_id", BigInteger, ForeignKey("rulebooks.id", ondelete="CASCADE"), primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)
project_topic_suppressions = Table(
"project_topic_suppressions",
Base.metadata,
Column("project_id", BigInteger, ForeignKey("projects.id", ondelete="CASCADE"), primary_key=True),
Column("topic_id", BigInteger, ForeignKey("rulebook_topics.id", ondelete="CASCADE"), primary_key=True),
Column("created_at", DateTime(timezone=True), default=lambda: datetime.now(timezone.utc)),
)