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FabledScribe/tests/test_system_charter_search.py
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feat(retrieval): a System's charter becomes an answer, not just a filter (#4251)
Step 2 of #4251. A System's `description` is a charter — several hundred words
saying what belongs in that area and what does not — and it is the answer to
"which part of this codebase does X live in". There was no semantic path to
one: `list_systems` enumerates, and `search(system_id=…)` uses a System as a
FILTER over notes. So a System could narrow a search and could never be the
answer to one, and an agent asking where a record belonged had to read every
charter or guess.

ITS OWN SEARCH, not a `content_type` over notes, for the reason note 3163
gives about milestones: the row could be shared, the search cannot. A charter
competing with the whole note corpus for one top-k is outranked by the records
filed under it — the right answer crowded out by its own contents — and "where
does this belong?" is a different question from "what prior art is there?",
which a caller asking one should not have to read past answers to.

So `system_embeddings` (0107) joins note_, rule_ and milestone_embeddings as
the fourth sibling, with `system_document`, `upsert_system_embedding`,
`semantic_search_systems`, a startup backfill and `search(content_type=
"system")`. Scoped like milestones: with a project_id, that project's Systems
if the caller can read the project (rule 78); without one, the caller's own.
Archived Systems are excluded — an archived area is one the operator has said
is no longer where things go, which is exactly the question being asked.

`system_document` is the plainest of the four shapes on purpose. A charter is
already written as the thing this search has to match, in the words someone
asking would use — so there is no trigger to synthesise as `rule_document`
must, and no second record to gather as `task_document` must. The stored
charter IS the sharp document, the way a snippet's is. `color`, `status` and
`order_index` stay out: presentation and bookkeeping, and a vector carrying
them would be answering a question nobody asks of a charter.

The search publishes `report["best_chunk"]` from the start rather than being
retrofitted, which is what #4251 asked of any fourth search. It matters more
here than anywhere: a charter runs long and a result shows its NAME, so a match
on the paragraph that actually decides where a record belongs would otherwise
be previewed by two words that cannot say.

The id that comes back is the one `system_id`, `system_ids` and
`list_system_records` already take, so the answer to "where does this belong?"
is directly usable as "show me what is there" and as "file it here".

`embed_system` sits beside `notes.embed_note` at the service for #2056's
reason — every door gets it by construction. Not called on delete: that is a
soft delete and the search joins through `System`, so the vectors are already
unreachable, and leaving them means a restore is findable again immediately.
`system_embeddings` is declared in backup's `_NOT_INCLUDED` as derived, beside
its three siblings.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 11:25:53 -04:00

165 lines
6.6 KiB
Python

"""Systems become findable by meaning — the charter as an ANSWER (#4251).
A System's `description` is a charter: several hundred words saying what
belongs in that area and what does not. It is the answer to "where does this
go?", and there was no semantic path to it — `list_systems` enumerates and
`search(system_id=…)` uses a System as a FILTER over notes, so a System could
narrow a search and could never be the answer to one.
These pin the three halves: the document shape, the search's scoping and
best-chunk contract, and that a charter edited through any door is re-indexed.
"""
from unittest.mock import AsyncMock, MagicMock, patch
import pytest
from scribe.services import embeddings as emb
from scribe.services import systems as systems_svc
from tests.helpers import make_mock_session
def _system(system_id=3, name="Retrieval & recall", description="the charter"):
s = MagicMock(id=system_id, project_id=2, description=description)
s.name = name # never via the constructor — see note #2833
return s
# --- the document shape ------------------------------------------------------
def test_the_document_is_the_name_and_the_charter():
assert emb.system_document("Retrieval", "what belongs here") == (
"Retrieval", "what belongs here"
)
def test_a_system_with_no_charter_yet_degrades_to_its_name():
"""It still embeds, just weakly. That is an argument for writing the
charter, not for padding the document with whatever is to hand."""
assert emb.system_document("Retrieval", None) == ("Retrieval", None)
assert emb.system_document("Retrieval", " ") == ("Retrieval", None)
assert emb.chunk_document(*emb.system_document("Retrieval", None)) == ["Retrieval"]
def test_an_empty_system_produces_no_document_at_all():
"""Callers gate on falsiness to clear vectors rather than embed nothing."""
assert emb.system_document("", "") == (None, None)
assert emb.chunk_document(*emb.system_document("", "")) == []
# --- the search --------------------------------------------------------------
def _rows_ctx(rows):
session = MagicMock()
result = MagicMock()
result.all.return_value = rows
session.execute = AsyncMock(return_value=result)
ctx = MagicMock()
ctx.__aenter__ = AsyncMock(return_value=session)
ctx.__aexit__ = AsyncMock(return_value=False)
return session, ctx
@pytest.mark.asyncio
async def test_the_search_collapses_to_best_chunk_and_reports_which_one_won():
"""A charter is long, and a result shows its NAME — so the paragraph that
actually decides where a record belongs has to come back with it, or the
caller judges from two words that cannot say (#4243). Published from the
start here rather than retrofitted, which is what #4251 asked for."""
a, b = _system(3), _system(4, name="Data Model")
rows = [
(a, 0.10, 2, "retrieval telemetry belongs here"),
(b, 0.22, 0, "the persistence layer"),
(a, 0.40, 0, "a weaker paragraph of the same charter"),
]
_session, ctx = _rows_ctx(rows)
report: dict = {}
with (
patch.object(emb, "async_session", return_value=ctx),
patch.object(emb, "get_embedding", AsyncMock(return_value=[0.0] * 384)),
patch.object(emb, "can_read_project", AsyncMock(return_value=True)),
):
out = await emb.semantic_search_systems(
7, "where does telemetry go?",
project_id=2, threshold=0.0, report=report,
)
assert [s.id for _score, s in out] == [3, 4]
assert out[0][0] == 1.0 - 0.10 # the BEST chunk's score
assert report["best_chunk"][3] == {
"index": 2, "text": "retrieval telemetry belongs here",
}
@pytest.mark.asyncio
async def test_a_project_the_caller_cannot_read_returns_nothing():
"""Rule 78 — the charter of a project someone was not given is not an
answer to any question they are entitled to ask."""
_session, ctx = _rows_ctx([])
with (
patch.object(emb, "async_session", return_value=ctx),
patch.object(emb, "get_embedding", AsyncMock(return_value=[0.0] * 384)),
patch.object(emb, "can_read_project", AsyncMock(return_value=False)),
):
assert await emb.semantic_search_systems(7, "q", project_id=99) == []
@pytest.mark.asyncio
async def test_an_empty_query_never_reaches_the_embedder():
with patch.object(emb, "get_embedding", AsyncMock()) as embed:
assert await emb.semantic_search_systems(7, " ") == []
embed.assert_not_awaited()
@pytest.mark.asyncio
async def test_a_search_that_fails_returns_nothing_rather_than_raising():
"""A recall aid must never break the call it serves."""
with patch.object(emb, "get_embedding", AsyncMock(side_effect=RuntimeError)):
assert await emb.semantic_search_systems(7, "q") == []
# --- staying current ---------------------------------------------------------
@pytest.mark.asyncio
async def test_creating_a_system_indexes_its_charter():
session = make_mock_session()
with (
patch.object(systems_svc, "async_session", return_value=session),
patch.object(systems_svc.access, "can_write_project", AsyncMock(return_value=True)),
patch.object(systems_svc, "embed_system") as embed,
):
await systems_svc.create_system(7, 2, "Retrieval", description="the charter")
embed.assert_called_once()
@pytest.mark.asyncio
async def test_editing_a_charter_re_indexes_it():
"""A charter edited and not re-indexed stays findable by what it used to
say — the stale-vector case, and the one that matters most for a record
whose whole job is to say where things belong now."""
system = _system()
session = make_mock_session()
session.get = AsyncMock(return_value=system)
system.deleted_at = None
with (
patch.object(systems_svc, "async_session", return_value=session),
patch.object(systems_svc.access, "can_write_project", AsyncMock(return_value=True)),
patch.object(systems_svc, "embed_system") as embed,
):
await systems_svc.update_system(7, 3, description="a new charter")
embed.assert_called_once_with(system)
def test_embedding_a_system_never_breaks_the_write_that_saved_it():
"""A System that saved must not fail on its index refresh. ValueError
rather than RuntimeError deliberately: RuntimeError is also what "no
running loop" raises, which is an ordinary sync caller and has its own
branch — this has to land in the general swallow to prove it exists."""
with patch(
"scribe.services.embeddings.upsert_system_embedding",
side_effect=ValueError("boom"),
):
systems_svc.embed_system(_system()) # returns quietly, does not raise