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FabledScribe/src/scribe/mcp/tools/rulebooks.py
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fix(systems): a record can be filed under a System from whichever door wrote it (#4249)
A System tag is how `list_system_records` gathers an area's pile, so a
record that cannot be tagged is reachable by search and by nothing else.
`update_lesson` did not take `system_ids` while `create_lesson` did, which
made tagging available exactly once — at the moment of least information.
A lesson is usually written at the end of a piece of work, which is
precisely when that argument gets dropped, and after that the record could
never be filed at all.

Filling in the rest of the table found three more gaps, and the issue's own
generalisation was wrong. It read as "the REST door can do something the
MCP door cannot", on three instances in a row. In fact:

  * `create_preference` is the exact MIRROR of the lesson bug — update
    takes `system_ids`, create does not. The same capability missing from
    the opposite end of the same lifecycle.
  * `routes/notes.py` handled `system_ids` NOWHERE, while the MCP door
    handled both ends. That runs the opposite way round from the premise.
  * `create_process` / `update_process` took it at neither door, though a
    process is a note and has always been taggable in the data model.

The real pattern is that whichever door nobody exercised for a kind is the
one that never grew the parameter — which is a better statement of #4248
than the one recorded there, and is not something a reviewer reliably
notices, because each door is only ever read on its own.

Milestones are NOT a fifth gap. `RecordSystem.note_id` is a ForeignKey to
`notes.id` and milestones are their own table, so they cannot be tagged at
any door by construction. Pinned in the test so the next pass does not
re-open it.

So the guard is the point, not the four parameters. `update_lesson` alone
would have left the shape that produced it intact. The new test asserts the
TABLE — every kind taggable anywhere is taggable everywhere it is written —
and keys the registry-coverage check on the SIGNATURE rather than on a
grep, so a module that only names the argument in prose is not swept in and
no hand-kept skip list can go stale. A fifth kind fails there rather than
shipping half-wired, the same reasoning test_derived_mirror_generic_door.py
records for derived mirrors (#3734).

One inconsistency found and deliberately not changed here: for the same
operation `routes/tasks.py` scopes `set_record_systems` by the caller while
`routes/lessons.py` and `routes/snippets.py` scope it by the owner. The new
notes code follows tasks.py and says why in a comment (#47 — an editor-share
holder should tag from what they can see rather than inherit the owner's
reach). Recorded in #4249 rather than fixed as a drive-by.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01821k5B3Ysecp9fNYs92Kuy
2026-09-21 16:02:16 -04:00

1164 lines
56 KiB
Python

"""MCP tools for the Scribe Rulebook system.
Rulebook / topic / rule CRUD and the rule-to-rule
edges. Thin wrappers over services/rulebooks.py — ownership is enforced in the
service, and the record shape comes from rule_brief / rule_detail there rather
than being rebuilt here.
(The header used to say "Sixteen tools" and had been wrong for two milestones;
the count lives in the registration test, which fails when it drifts.)
Destructive ops (delete_*) require confirmed=True; otherwise return a
preview-style warning. Mirrors the pattern in delete_event and the design
spec.
"""
from __future__ import annotations
from scribe.mcp._context import current_user_id
from scribe.services import dedup as dedup_svc
from scribe.services import rulebooks as rulebooks_svc
from scribe.services import trash as trash_svc
from scribe.services.rule_usage import (
record_rule_outcome, record_rule_pulled,
)
# ── Rulebook CRUD ───────────────────────────────────────────────────────
async def list_rulebooks() -> dict:
"""List all rulebooks owned by the current user.
Returns id, title, description for each.
"""
uid = current_user_id()
rows = await rulebooks_svc.list_rulebooks(uid)
return {"rulebooks": [rb.to_dict() for rb in rows]}
async def get_rulebook(rulebook_id: int) -> dict:
"""Fetch a rulebook by id with its full topic list."""
uid = current_user_id()
rb = await rulebooks_svc.get_rulebook(rulebook_id, uid)
if rb is None:
raise ValueError(f"rulebook {rulebook_id} not found")
topics = await rulebooks_svc.list_topics(rulebook_id, uid)
data = rb.to_dict()
data["topics"] = [t.to_dict() for t in topics]
return data
async def create_rulebook(title: str, description: str = "") -> dict:
"""Create a new rulebook (a themed grouping of GLOBAL rules).
A rule in a rulebook is global: it applies in every project its owner works
on, and reaches a session by retrieval when the work makes it relevant
(milestone 414). There is no subscribing a project to a rulebook, and no
muting one per project — that machinery is gone. So a rulebook's rules must
stay general, agnostic to any single project. Project-specific rules go in
create_project_rule.
Args:
title: Rulebook name.
description: Optional short description of what this rulebook covers.
"""
uid = current_user_id()
rb = await rulebooks_svc.create_rulebook(
user_id=uid, title=title, description=description,
)
return rb.to_dict()
async def update_rulebook(
rulebook_id: int, title: str = "", description: str = "",
) -> dict:
"""Update an existing rulebook. Only non-empty fields are changed.
Args:
rulebook_id: Rulebook to update.
title: New title. Empty string leaves unchanged.
description: New description. Empty string leaves unchanged.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if description:
fields["description"] = description
rb = await rulebooks_svc.update_rulebook(rulebook_id, uid, **fields)
if rb is None:
raise ValueError(f"rulebook {rulebook_id} not found")
return rb.to_dict()
async def delete_rulebook(rulebook_id: int, confirmed: bool = False) -> dict:
"""Permanently delete a rulebook (cascades to all its topics and rules).
Pass confirmed=True to actually delete. Without confirmation, returns a
preview describing what will be cascaded.
"""
uid = current_user_id()
rb = await rulebooks_svc.get_rulebook(rulebook_id, uid)
if rb is None:
raise ValueError(f"rulebook {rulebook_id} not found")
if not confirmed:
topics = await rulebooks_svc.list_topics(rulebook_id, uid)
rule_count = 0
for t in topics:
rule_count += len(await rulebooks_svc.list_rules(uid, topic_id=t.id))
return {
"warning": (
f"Rulebook {rulebook_id} ('{rb.title}') contains "
f"{len(topics)} topics and {rule_count} rules; all will be "
f"deleted. Pass confirmed=True to proceed."
),
"confirmed_required": True,
}
batch = await trash_svc.delete(uid, "rulebook", rulebook_id)
return {"deleted": rulebook_id, "title": rb.title, "deleted_batch_id": batch,
"message": f'Rulebook {rulebook_id} ("{rb.title}") moved to trash. '
f"Restore with restore('{batch}')."}
# ── Topic CRUD ─────────────────────────────────────────────────────────
async def list_topics(rulebook_id: int) -> dict:
"""List topics inside a rulebook."""
uid = current_user_id()
rows = await rulebooks_svc.list_topics(rulebook_id, uid)
return {"topics": [t.to_dict() for t in rows]}
async def create_topic(
rulebook_id: int, title: str,
description: str = "", order_index: int = 0,
) -> dict:
"""Create a topic within a rulebook.
Args:
rulebook_id: Rulebook to add the topic to.
title: Topic name (e.g. "git-workflow").
description: Optional description.
order_index: Display order (0-based; default 0).
"""
uid = current_user_id()
topic = await rulebooks_svc.create_topic(
rulebook_id=rulebook_id, user_id=uid,
title=title, description=description, order_index=order_index,
)
return topic.to_dict()
async def update_topic(
topic_id: int, title: str = "",
description: str = "", order_index: int = -1,
) -> dict:
"""Update a topic. Sentinels: title="" / description="" leave unchanged;
order_index=-1 leaves unchanged.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if description:
fields["description"] = description
if order_index >= 0:
fields["order_index"] = order_index
topic = await rulebooks_svc.update_topic(topic_id, uid, **fields)
if topic is None:
raise ValueError(f"topic {topic_id} not found")
return topic.to_dict()
async def delete_topic(topic_id: int, confirmed: bool = False) -> dict:
"""Delete a topic and all its rules. Requires confirmed=True."""
uid = current_user_id()
topic = await rulebooks_svc.get_topic(topic_id, uid)
if topic is None:
raise ValueError(f"topic {topic_id} not found")
if not confirmed:
rules = await rulebooks_svc.list_rules(uid, topic_id=topic_id)
return {
"warning": (
f"Topic {topic_id} ('{topic.title}') contains {len(rules)} "
f"rules; all will be deleted. Pass confirmed=True to proceed."
),
"confirmed_required": True,
}
batch = await trash_svc.delete(uid, "topic", topic_id)
return {"deleted": topic_id, "title": topic.title, "deleted_batch_id": batch,
"message": f'Topic {topic_id} ("{topic.title}") moved to trash. '
f"Restore with restore('{batch}')."}
# ── Rule CRUD ──────────────────────────────────────────────────────────
def _rule_summary(r) -> dict:
"""The list-row shape for a rule: what an agent needs to APPLY it. The
full record (why, how_to_apply, timestamps) is get_rule's job.
One line, because the shape itself lives in the service — this was one of
three hand-written copies that had already drifted apart (note 3026).
"""
return rulebooks_svc.rule_brief(r)
async def list_rules(
rulebook_id: int = 0, topic_id: int = 0, project_id: int = 0,
) -> dict:
"""List rules — filter by rulebook, topic, and/or project.
Args:
rulebook_id: 0 = no filter; positive = restrict to that rulebook.
topic_id: 0 = no filter; positive = restrict to that topic.
project_id: 0 = no filter; positive = that project's OWN rules.
Global rules apply to every project, so they are listed by
rulebook or topic (or unfiltered), not under each project.
rulebook_id and topic_id AND-combine; project_id lists a project's rules
on its own. Ownership-scoped.
"""
uid = current_user_id()
rows = await rulebooks_svc.list_rules(
user_id=uid,
rulebook_id=rulebook_id or None,
topic_id=topic_id or None,
project_id=project_id or None,
)
return {"rules": [_rule_summary(r) for r in rows], "total": len(rows)}
async def get_rule(rule_id: int) -> dict:
"""Fetch a rule by id — full statement + why + how_to_apply.
Also carries what a listing leaves out: the global `systems` this rule is
about, and its `relations`. Read the relations before acting on the rule —
a rule with a `co_surfaces` edge is half of a shape, and an `overrides`
edge means one of the pair is not in force here.
"""
uid = current_user_id()
rule = await rulebooks_svc.get_rule(rule_id, uid)
if rule is None:
raise ValueError(f"rule {rule_id} not found")
# THE pull that matters. The write-path rule arm's own message ends "Read
# it with get_rule(N)", so this is the exact action the hint asks for and
# the only evidence that one landed. Recorded after the access check, so a
# refused read is not counted as a pull.
record_rule_pulled(user_id=uid, rule_id=int(rule.id), source="mcp_get_rule")
return await rulebooks_svc.rule_detail(uid, rule)
async def rule_outcome(rule_id: int, outcome: str, why: str = "") -> dict:
"""Record what a rule you read ACTUALLY CHANGED — applied, or departed from.
Call this after a rule has been surfaced to you and you have acted. It is
the only way the system can tell a rule that is working from a rule that
is being read and ignored: `surfaced` says it was offered, `get_rule` says
it was opened, and until this exists neither says whether it made any
difference. A rule obeyed every time and a rule ignored every time leave
identical telemetry, and the second is the one worth knowing about.
`outcome` is one of:
"applied" — it changed what you did, or it confirmed the approach you
were already taking. `why` is optional; following a rule is
the ordinary case and does not need an argument.
"departed" — you read it and deliberately did not follow it. `why` is
REQUIRED and is the whole value of the call: a departure
without its reason is indistinguishable from a miss when
somebody reads this back, and "somebody" is usually you, in
a later session, with none of today's context.
There is deliberately NO value for "read it and ignored it". That state is
real, and it is the one this measurement exists to expose — but it is not
something you can report, because noticing it is the same act as not doing
it. It is derived instead: a rule you opened and never came back to. The
honest way to keep yourself out of that bucket is to call this, not to
reach for a word that describes it.
A departure is a legitimate answer and is not a confession. Rules are
written for the common case; recording the edge you found is how the rule
gets better, and a corpus where nothing is ever departed from is a corpus
nobody is really reading.
"""
uid = current_user_id()
rule = await rulebooks_svc.get_rule(rule_id, uid)
if rule is None:
raise ValueError(f"rule {rule_id} not found")
choice = (outcome or "").strip().lower()
if choice not in ("applied", "departed"):
raise ValueError(
f"outcome must be 'applied' or 'departed', got {outcome!r}"
)
if choice == "departed" and not (why or "").strip():
raise ValueError(
"a departure needs its reason — pass `why`. Without it the record "
"cannot be told from a rule that was simply missed."
)
record_rule_outcome(
user_id=uid, rule_id=int(rule.id), outcome=choice,
source="mcp_rule_outcome", detail=why,
)
return {
"rule_id": int(rule.id),
"title": rule.title,
"outcome": choice,
"why": (why or "").strip() or None,
"recorded": True,
}
async def create_rule(
topic_id: int, title: str, statement: str, when_to_apply: str,
why: str = "", how_to_apply: str = "", order_index: int = 0,
arose_from_id: int = 0, verify_with: str = "", expires_when: str = "",
system_ids: list[int] | None = None, force: bool = False,
) -> dict:
"""Create a new rule in a rulebook (a SHARED rule — keep it general).
PROPOSE RULES READILY, AND WRITE ONE WHEN THE OPERATOR SAYS YES. Noticing
that something has hardened into a standing instruction is valuable work,
and a session that notices it and says nothing has thrown the observation
away. So raise it whenever you see one. The single step that belongs
between noticing and writing is the operator's yes: a rule binds every
future session, and they are the person it binds.
Their yes is also the only moment the rule is reliably IN FRONT of them.
After the write it may not be again for months — a conditional rule is not
read aloud at session start, and a project-scoped one does not appear in
an unfiltered list_rules() at all. So the proposal is the review.
When the operator asks for a rule in so many words, that IS the yes —
write it and move on. The loop below is for the rule you thought of.
FIRST, ASK WHAT KIND OF THING YOU ARE HOLDING. Force is the axis, and one
question sorts it: *what happens if someone doesn't do this?*
* "something breaks, or a boundary is crossed" → a RULE. It must be
followed, so it is the operator's to agree to. Propose it here.
* "it gets done a way the operator didn't want" → a PREFERENCE
(create_preference). How they want work done; ignoring it costs
consistency rather than correctness. No approval loop — record it.
* "they lose time rediscovering it" → a LESSON (create_lesson). A better
way to think about a problem, or a solution that transfers, met again
at the moment it applies. It binds nobody, so it needs no yes.
Asking this raises the value of noticing rather than lowering it: the
observation is worth keeping in all three cases, and what changes is
only which door it goes through. A proposal that turns out to be a
lesson has not failed — it has been routed.
A PROPOSAL CARRIES FOUR THINGS, and the fourth is the one that decides it:
1. WHAT it would require — the statement, in the words it would carry,
not a gloss of them. The operator is agreeing to text.
2. INTENT — what it changes about how work gets done, and what goes
wrong today without it. "Be careful about X" is not an intent; the
behaviour that would differ tomorrow is.
3. WHY NOW — the incident, observation or decision behind it. Pass that
record as arose_from_id, and say it in the conversation too: the
field is for the reader six months out, the sentence is for the
person deciding.
4. HOW IT WOULD BE ENFORCED — a test, a CI check, a hook, a schema
constraint, a duplicate gate, a review step... or nothing, in which
case say so plainly: "nothing — this is prose a session has to
remember." Answer this one honestly and it will sometimes dissolve
the rule, which is the point rather than a side effect. What a test
can assert should BE that test; a rule is what remains when nothing
mechanical can hold the thing. A rulebook grows by default and
shrinks only on purpose, so a question that prevents a rule is worth
more than any question that improves one's wording.
THEN CLOSE WITH A QUESTION THEY CAN ANSWER IN ONE WORD. Offer these
answers, and make "LET'S TALK ABOUT IT" the easy one:
* "Approve it AS WRITTEN" — you create it with the statement exactly as
shown. This is what makes element 1 load-bearing: they approved TEXT,
so that text is what gets stored, verbatim.
* "LET'S TALK ABOUT IT" — the wording, the scope, whether it
wants to be a rule at all. Most good rules arrive this way, so treat
this answer as the expected one rather than a setback.
* "MAKE IT A PREFERENCE" — they want it done this way, but nothing
breaks if it isn't. create_preference records it without a loop, and
it stays yours to keep current as they correct you.
* "MAKE IT A LESSON" — worth knowing, binding nobody. create_lesson
stores it against the SITUATION it applies to, so a later session
meets it at that moment rather than having to go looking. Reach for
this whenever the answer to "what happens if someone doesn't do
this" was "they lose time".
* "NO" — let it go. If the observation is still worth keeping and none
of the above fits, it is a note (create_note): recorded, findable,
and binding on nobody.
The middle three are not consolation prizes. They are where most good
observations belong, and the reason the kind question is worth asking
out loud rather than settled silently before the proposal.
Where the interface offers structured choices, ask it that way — a
question with named options is answered in a click, while the same
question inside a paragraph is answered by scrolling past. Where it does
not, write the answers out as a list. Either way ask once and let the
answer stand; re-raising a declined proposal argues a rule
into existence, which is the thing this whole loop exists to prevent.
A rulebook rule is GLOBAL — it applies in every project — so it must read as
a general standard: never pin it to one project's files, paths, or quirks.
For a rule that applies to a single project only, use create_project_rule
instead (no rulebook+topic ceremony). A standard only some projects share
is still global in reach; write it so it names the kind of work it is
about, and it arrives where that work happens.
Write it general WITHOUT hedging for the exceptions. A project that needs
to strengthen, narrow or replace this rule writes its own and links it
with relate_rules(kind="overrides"), and one that adds local specifics
uses "elaborates" — so the general form does not have to anticipate every
project it will ever reach. A rulebook rule padded with "unless…" clauses
for two projects is two project rules that were never written.
Before writing a rule at all, check whether another entity already models
the thing. A rule is prose an agent must remember and apply; the others
are structure a tool can resolve, render and check. Visual standards are a
DESIGN SYSTEM (tokens inherit, resolve per mode, render to a stylesheet —
none of that survives being prose). A repeatable procedure is a PROCESS.
Reusable code is a SNIPPET. Reach for a rule only when the thing genuinely
is a standing instruction about how to work and nothing else can hold it.
ONE RULE = ONE THING YOU COULD VIOLATE. If a clause can be broken on its
own, and fixing that breakage doesn't require the neighbouring clauses, it
is a separate rule. Rules that FAIL TOGETHER get linked with relate_rules
(kind="co_surfaces"), never merged into one row: a merged rule cannot be
cited or surfaced a clause at a time, and it grows without
limit because adding to it is always cheaper than adding a rule.
Args:
topic_id: The topic to attach the rule to.
title: A short imperative title (e.g. "dev is home").
statement: The actionable instruction (required). 1-2 sentences.
when_to_apply: WHEN this rule fires — the trigger, not the
instruction. State the moment or the material: "before any git
push", "when adding a value to a CHECK-gated column", "when a
release is being cut". REQUIRED, and not as ceremony: nothing is
preloaded, so this is the whole of how the rule is found when it
matters — and it is half of what the rule is EMBEDDED as, so a
rule without one is not merely hard to find, it is stored in a
different shape from every rule it competes with. Name the SYMPTOM
— the words someone would type while stuck — rather than the
category: "the CI job passed locally and fails on the runner with
a permission error" retrieves; "when touching CI config" does not.
This field is also the rule's RETRIEVAL SURFACE — it and the
statement are what a search is matched against, so it should
carry the SYMPTOM, not just the situation: the words someone
would actually type while stuck. Measured (note 3078): a rule
whose trigger named only its situation did not surface at all
for the problem it solves; adding the symptom to the same field
brought it back as the top hit. Where a rule prevents a specific
failure, put that failure's vocabulary here — the error text,
the wrong behaviour, the dead end.
The two spellings, side by side:
RETRIEVES: "the migration failed with a check violation on a
column we just extended"
COLLAPSES: "when working on migrations"
The second names a CATEGORY. No session ever produces a
category — it produces the command, the error, the half-formed
ask — so a trigger written that way leaves the embedded
document to be carried by the title alone.
system_ids: Ids from list_canonical_systems — the global AREAS this
rule is about. This is what lets a rule reach a project that is
working in that area, so a CI rule surfaces on a CI change.
arose_from_id: The note or task that CAUSED this rule (an incident, a
decision). Prefer this over naming the record inside `why`, which
cannot be followed and does not survive a rewording.
why: Optional rationale — the reason the rule exists.
how_to_apply: Optional operationalization — when / where it kicks in.
verify_with: How to CHECK this rule is still true. Set it only when
the rule asserts a fact about something outside your control — a
runner's shell, a bot's config, whether a tool exists. Those go
false silently, with nobody present. Give a command, a path, a
URL or a query; something runnable beats prose, because prose
has to be re-interpreted by whoever finds it.
LEAVE IT EMPTY for a rule that is a DECISION — a preference, a
standard, a way of working. A decision has no truth value: it
changes when you change it, and you know that you did. An empty
verify_with is not a gap, it is the marker for "there is nothing
to go and check," and the whole signal is worthless the moment
it is filled in out of tidiness.
expires_when: The STATE under which this rule stops being true —
"when the runner can be given a bash shell", "when the dashboard
approval setting is turned off". Deliberately not a date: a
constraint expires when the ground under it moves, not on a
schedule. Pairs with verify_with; both empty is the normal case.
order_index: Display order within the topic (default 0).
force: Bypass the near-duplicate gate. By default, a title-identical rule
already in this topic BLOCKS creation and returns its id so you update
it instead. Set true only for a genuinely distinct rule.
"""
uid = current_user_id()
if not force:
dup = await dedup_svc.find_duplicate_rule(title, topic_id=topic_id)
if dup is not None:
return dedup_svc.duplicate_response(dup, "rule")
rule = await rulebooks_svc.create_rule(
topic_id=topic_id, user_id=uid,
title=title, statement=statement, when_to_apply=when_to_apply,
arose_from_id=arose_from_id,
why=why, how_to_apply=how_to_apply, order_index=order_index,
verify_with=verify_with, expires_when=expires_when,
)
return await rulebooks_svc.rule_detail(uid, rule, system_ids)
async def create_project_rule(
project_id: int, statement: str, when_to_apply: str, title: str = "",
why: str = "", how_to_apply: str = "", order_index: int = 0,
arose_from_id: int = 0, verify_with: str = "", expires_when: str = "",
system_ids: list[int] | None = None, force: bool = False,
) -> dict:
"""Create a rule scoped to a single project (no rulebook needed).
Use this for anything SPECIFIC to one project — its files, paths, layout,
or quirks. This is the correct home for the project-specific detail that
must NOT go into a rulebook (where it would be global, and reach every
other project). General standards belong in a rulebook instead
(create_rule). It bypasses the Rulebook -> Topic -> Rule ceremony; the
rule surfaces by retrieval in this project's sessions only, and is listed
in get_project's project_rules and in list_rules(project_id=...).
PROPOSE, THEN WRITE ON A YES — create_rule's opening carries the whole
loop: the kind question that comes first (what happens if someone doesn't
do this — a rule binds, a preference guides, a lesson informs), the four
things a proposal states (what it would require, its intent, why now, and
how it would be enforced) and the one-word question that closes it
(approve as written / talk about it / make it a preference / make it a
lesson / no). All of it applies here unchanged. Reach for that loop MORE
readily on this surface, not less: a project rule stays out of an
unfiltered list_rules(), and a conditional one stays out of session start
too, so the operator's yes is the one moment this rule is certain to have
been seen by the person it binds.
Check first whether a rule is the right shape at all — create_rule's
opening asks that question and it applies identically here. A visual
standard is a design system; a procedure is a process (create_process);
reusable code is a snippet (create_snippet). Each of those is structure a
tool can resolve, render and check, where a rule is only prose someone
has to remember and apply.
ONE RULE = ONE THING YOU COULD VIOLATE — see create_rule. A rule that
STRICTENS or REPLACES an inherited one is not a fresh rule: write it, then
relate_rules(kind="overrides") to the rule it supersedes, so the pair stays
connected instead of drifting into a contradiction nobody notices. A rule
that merely adds local detail to an inherited one uses "elaborates".
Args:
project_id: The project to attach the rule to.
statement: The actionable instruction (required). 1-2 sentences.
title: Short imperative title. If empty, derived from the first ~50
characters of statement.
when_to_apply: WHEN this rule fires — the trigger, not the
instruction, and the rule's retrieval surface: name the SYMPTOM,
the words someone would type while stuck. Show the moment rather
than classifying it:
RETRIEVES: "the CI job passed locally and fails on the runner
with a permission error"
COLLAPSES: "when touching CI config"
See create_rule for the full argument.
system_ids: Ids from list_canonical_systems — the global AREAS this
rule is about. Worth setting even on a project rule: it is what
lets a conditional one surface when the project is working in
that area.
arose_from_id: The note or task that CAUSED this rule. Reach for it
harder here than on a rulebook rule — a project rule usually
comes from one traceable incident in this repo, where a family
rule is more often a standing preference with no single origin.
The link is what lets a later reader judge whether the incident
still describes the project.
why: Optional rationale — the reason the rule exists.
how_to_apply: Optional operationalization — when / where it kicks in.
verify_with: How to check this rule is still true — see create_rule.
Set it when the rule asserts a fact about someone else's software;
leave it empty when the rule is a decision. Project rules are the
likelier home for a real check: they name this project's files,
paths and quirks, which is exactly the kind of claim that rots.
expires_when: The state under which the rule stops being true — see
create_rule. A state, not a date.
order_index: Display order within the project's rule list (default 0).
force: Bypass the near-duplicate gate. By default, a title-identical rule
already on this project BLOCKS creation and returns its id so you
update it instead. Set true only for a genuinely distinct rule.
"""
uid = current_user_id()
derived_title = title.strip() or statement.strip().split(".")[0][:50]
if not force:
dup = await dedup_svc.find_duplicate_rule(derived_title, project_id=project_id)
if dup is not None:
return dedup_svc.duplicate_response(dup, "rule")
rule = await rulebooks_svc.create_project_rule(
project_id=project_id, user_id=uid,
title=derived_title, statement=statement, when_to_apply=when_to_apply,
arose_from_id=arose_from_id,
why=why, how_to_apply=how_to_apply, order_index=order_index,
verify_with=verify_with, expires_when=expires_when,
)
return await rulebooks_svc.rule_detail(uid, rule, system_ids)
async def update_rule(
rule_id: int, title: str = "", statement: str = "", when_to_apply: str = "",
why: str = "", how_to_apply: str = "", order_index: int = -1,
system_ids: list[int] | None = None, arose_from_id: int = 0,
verify_with: str = "", expires_when: str = "", kind: str = "",
clear_fields: list[str] | None = None,
) -> dict:
"""Update a rule. Empty strings / order_index=-1 leave fields unchanged.
`kind` here is how a rule BECOMES a preference, and it is a real change of
force rather than a relabelling — so make it deliberately and say so. The
rule keeps its id, its history and its typed edges, which is why this is a
field rather than a new record: everything that cites it by number stays
correct. Ordinary edits to an existing preference belong in
update_preference, which asks for what taught the change.
`when_to_apply` IS HOW A RULE ARRIVES AT ALL. Nothing is preloaded since
milestone 394, so a rule with no trigger is not a quiet rule — it is one
no session will ever be shown. `system_ids` REPLACES the rule's areas
(pass [] to clear), and they decide which PROJECTS a rule binds by area.
RETROFITTING A TRIGGER HAS ITS OWN TRAP, and it is not the one create_rule
warns about. There the field is empty and the instruction is "write one".
Here a trigger usually already EXISTS and reads perfectly well as English —
"during hard debugging", "when reading any request from the operator",
"before starting an action while a previous one is still settling" — so the
honest-looking verdict is that it is fine. It is not. Those three named a
CATEGORY rather than a moment, and a category is not a thing any session
ever types. `rule_document()` puts this field in twice, as the title's
other half and again above the body, so it dominates the vector: a trigger
describing the abstraction collapses the record toward its title and the
rule never arrives. Measured in #3835 across 113 rules, and again in #3855
on six preferences written before this was understood.
So when you touch a rule with an old trigger, re-read it against the query
that would have to match it — the command about to run, the code being
written, the operator's actual message — and rewrite it in that vocabulary
if it does not. Prefer the words someone produces while the rule applies,
including the rationalisation they would be drafting to talk themselves out
of it — that rationalisation is often the only text in existence at the
moment the rule should fire:
RETRIEVES: "catching yourself drafting 'this is small enough to not
count' about a rule you have already read"
COLLAPSES: "when the next action would conflict with a standing rule"
See create_rule for the full argument and the measurement behind it.
TO EMPTY A FIELD, NAME IT: clear_fields=["verify_with"]. Passing "" cannot
do it — "" means "leave this alone" here, which is what lets you update
two fields without wiping the other six. Clearable: why, how_to_apply,
when_to_apply, verify_with, expires_when, arose_from_id. Clearing and
setting the same field in one call clears it first, so the new value wins.
Editing `verify_with` DROPS the rule's verification stamp. The stamp
certifies a check, not a rule; once the check is reworded the old stamp
vouches for something that no longer exists, so the rule re-enters the
staleness sweep as never-verified.
Args:
verify_with: How to check the rule is still true — set it when the
rule asserts a fact about someone else's software, leave it empty
when the rule is a decision. See create_rule.
expires_when: The state under which the rule stops being true. A
state, not a date. See create_rule.
clear_fields: Names of fields to empty, as above.
"""
uid = current_user_id()
fields: dict = {}
if title:
fields["title"] = title
if statement:
fields["statement"] = statement
if when_to_apply:
fields["when_to_apply"] = when_to_apply
if kind:
fields["kind"] = kind
if arose_from_id:
fields["arose_from_id"] = arose_from_id
if why:
fields["why"] = why
if how_to_apply:
fields["how_to_apply"] = how_to_apply
if verify_with:
fields["verify_with"] = verify_with
if expires_when:
fields["expires_when"] = expires_when
if order_index >= 0:
fields["order_index"] = order_index
rule = await rulebooks_svc.update_rule(
rule_id, uid, clear=clear_fields or (), **fields,
)
if rule is None:
raise ValueError(f"rule {rule_id} not found")
return await rulebooks_svc.rule_detail(uid, rule, system_ids)
# ── Preferences ─────────────────────────────────────────────────────────
#
# Separate tools rather than a `kind=` argument on create_rule, and the reason
# is the docstring rather than the data. create_rule's docstring IS the
# approval gate: it tells its caller to propose, offer three answers, and
# wait. A preference reached through that door would be read through that
# prose, and the caller would hesitate over exactly the act this kind exists
# to make routine. Two doors, two contracts, one table.
#
# Reads stay shared — get_rule and list_rules return preferences as they are,
# because a preference IS a rule row and a reader asking "what governs this"
# wants both. Only the WRITE contracts differ.
async def create_preference(
topic_id: int, title: str, statement: str, when_to_apply: str,
arose_from_id: int, why: str = "", how_to_apply: str = "",
order_index: int = 0, system_ids: list[int] | None = None,
force: bool = False,
) -> dict:
"""Record how the operator wants work done. No approval loop — write it.
A PREFERENCE IS NOT A RULE, and the axis is force rather than importance:
* a RULE is what must be FOLLOWED — ignoring it breaks something or
crosses a boundary. It is the operator's decision, so create_rule
proposes and waits for them.
* a PREFERENCE is how they want it DONE — ignoring it costs consistency,
not correctness. Noticing one and recording it is ordinary work.
If the answer to "what happens if someone doesn't do this" is "something
breaks", you are holding a rule: propose it with create_rule instead.
WHY IT IS WORTH RECORDING AT ALL. A preference stated in one session dies
with that session, and the next one re-derives it or asks again. The point
is consistency: the tenth time you do something it goes the way the ninth
did, without the operator having to say so a tenth time.
`when_to_apply` IS REQUIRED, and not as ceremony. A rule's trigger is
two-thirds of its embedded document, so a preference without one is a
record that will never surface at the moment it applies — written,
findable by nobody, and silently useless. Name the moment in the words a
session would actually be producing then: the command it is about to run,
the code it is writing, the thing the operator just asked for.
Show the moment rather than classifying it:
RETRIEVES: "the operator pasted a stack trace and said it is still
broken"
COLLAPSES: "during hard debugging"
The second is a category, and no session ever produces a category — it
produces the command, the error text, the half-formed ask. A trigger
naming the abstraction collapses the record toward its title and it
never arrives. Both of those describe the same preference; only one of
them can be found at the moment it applies.
`arose_from_id` IS REQUIRED for the same kind of reason. A preference is
expected to change as the work teaches it, and a corpus that drifts with
no record of what taught each change is one nobody can audit. Point it at
the task or note where this became clear.
WHAT A PREFERENCE NEVER DOES: change what gets RECORDED. It shapes how
work is done — pacing, phrasing, which tool to reach for, how much to
check first. A dev-log, an issue and a snippet read the same whoever
produced them, because the record has to outlive the person and their
preferences.
A near-duplicate BLOCKS and returns the existing id. That is the whole
reason this corpus can stay small while being written freely: the second
preference about a thing UPDATES the first rather than sitting beside it,
and two preferences that quietly disagree are worse than none — retrieval
surfaces whichever scores higher and nobody learns the other exists. The
gate is title-based within the topic and does not care about kind, so it
also catches a preference restating a rule that already binds.
Args:
topic_id: The rulebook topic to file it under. A preference is
user-scoped: it follows the operator across every project, which
is what separates it from a project rule.
title: What the preference is about. Half the embedded document —
worth as much care as the statement.
statement: How the operator wants it done, in their terms.
when_to_apply: The moment it applies. Required; see above.
arose_from_id: The task or note that taught this. Required; see above.
system_ids: Ids from list_canonical_systems — the global AREAS this
preference is about, which is what lets it reach a session working
in that area. `update_preference` took this and create did not, so
a preference could only be filed after the fact (#4249).
force: Bypass the near-duplicate gate. For a genuinely distinct
preference, not for one that is "mostly" different — a mostly
different preference is an update.
"""
uid = current_user_id()
if not when_to_apply.strip():
raise ValueError(
"when_to_apply is required: a preference with no trigger never "
"surfaces at the moment it applies. Name that moment in the words "
"a session would be producing then."
)
if not arose_from_id:
raise ValueError(
"arose_from_id is required: preferences change as the work teaches "
"them, and a change with no record of what taught it cannot be "
"audited. Pass the task or note where this became clear."
)
if not force:
dup = await dedup_svc.find_duplicate_rule(title, topic_id=topic_id)
if dup is not None:
return dedup_svc.duplicate_response(dup, "rule")
rule = await rulebooks_svc.create_rule(
topic_id=topic_id, user_id=uid,
title=title, statement=statement, when_to_apply=when_to_apply,
kind="preference", arose_from_id=arose_from_id,
why=why, how_to_apply=how_to_apply, order_index=order_index,
)
return await rulebooks_svc.rule_detail(uid, rule, system_ids)
async def update_preference(
rule_id: int, arose_from_id: int, statement: str = "",
when_to_apply: str = "", title: str = "", why: str = "",
how_to_apply: str = "", order_index: int = -1,
system_ids: list[int] | None = None, clear_fields: list[str] | None = None,
) -> dict:
"""Bring a preference up to date. Doing this mid-work is expected.
THIS IS THE TOOL THAT MAKES A PREFERENCE DIFFERENT FROM A RULE. A rule
waits for its author; a preference is kept current by whoever is working.
When the operator corrects you, or you notice the preference on file no
longer matches how they actually want this done, edit it — that is the
feature, not a liberty being taken. A preference nothing ever updates has
become a rule nobody enforces.
So: no proposal, no three answers, no waiting. Update it and say in the
conversation that you did, so the operator can disagree while it is still
in front of them.
`arose_from_id` IS REQUIRED, and it is the price of the ungated write.
Every edit here is versioned, and the operator can read what changed and
put it back — but a diff with no reason attached leaves them deciding
whether to trust a change they cannot account for. Point at the task or
note that taught it.
WHEN NOT TO EDIT. If what you learned is that something MUST be done a
certain way — that skipping it breaks something or crosses a boundary —
that is a rule, and rules are the operator's call: propose it with
create_rule rather than hardening a preference in place. Softening in the
other direction is equally an edit worth flagging out loud.
EDITING `when_to_apply` IS THE HIGHEST-LEVERAGE EDIT HERE, and the easiest
to skip, because a preference's trigger is load-bearing in a way a rule's
is not. Preferences get a RESERVED slot at the prompt boundary, filled by a
kind-filtered query at limit=1 — so the corpus does not merely rank against
rules, it ranks against ITSELF, and the trigger is almost all of what
separates one preference from the next. Six preferences whose triggers all
named a category ("during hard debugging", "when reading any request from
the operator") made that slot pick close to arbitrarily on every prompt.
So whenever you are here for any reason, read the trigger against the
operator's message that should have summoned it. If it describes a
situation rather than quoting the moment, rewrite it in the words they
actually type — and in the words YOU would be producing while about to get
this wrong:
RETRIEVES: "the operator said 'clean this up' or 'make it work like',
naming an outcome rather than a change"
COLLAPSES: "when reading any request from the operator"
update_rule carries the full argument.
Empty strings leave fields unchanged; clear_fields empties them by name,
exactly as update_rule does.
Args:
rule_id: The preference to update.
arose_from_id: What taught this change. Required; see above.
when_to_apply: The moment it applies, in session vocabulary. See above.
"""
uid = current_user_id()
if not arose_from_id:
raise ValueError(
"arose_from_id is required: this edit is the record of how the "
"operator's preference changed, and a change with no reason "
"attached cannot be judged. Pass the task or note that taught it."
)
fields: dict = {"arose_from_id": arose_from_id}
if title:
fields["title"] = title
if statement:
fields["statement"] = statement
if when_to_apply:
fields["when_to_apply"] = when_to_apply
if why:
fields["why"] = why
if how_to_apply:
fields["how_to_apply"] = how_to_apply
if order_index >= 0:
fields["order_index"] = order_index
rule = await rulebooks_svc.update_rule(
rule_id, uid, clear=clear_fields or (), **fields,
)
if rule is None:
raise ValueError(f"rule {rule_id} not found")
return await rulebooks_svc.rule_detail(uid, rule, system_ids)
async def rule_history(rule_id: int, version_id: int = 0) -> dict:
"""What a rule USED TO SAY, newest change first.
Read this before you argue with a rule, and before you rewrite one. A
rule that has been reworded may have been reworded for a reason you are
about to rediscover the hard way — and the wording it replaced is often
the fastest way to see what the current one is guarding against. The
rescoping of rule 79 is the case this exists for: the superseded
statement had to be hand-copied into a task log to survive the edit.
EACH ENTRY HOLDS THE TEXT THE EDIT REPLACED, not the text it introduced.
So "what did this say before the most recent change?" is the first entry,
and the text the change PRODUCED is the rule as it stands now — read that
with get_rule. Pair the two and you have the diff.
An empty history is ordinary and means the rule has never been reworded,
not that its history was lost. Nothing is written before milestone 323,
so a rule edited before then starts empty too.
Args:
rule_id: The rule whose history to read.
version_id: 0 (default) lists the history — when each change
happened, by whom, and the title as it then stood. Pass an id
from that list to read that snapshot IN FULL. The list omits
statement and why on purpose: a rule's statement runs to
thousands of characters, and a history carrying every field would
cost more to read than the answer is worth.
There is deliberately no restore. Putting an old wording back is a
decision, so it goes through update_rule — which snapshots what it
replaces, leaving the undo visible in the history like any other edit. A
one-click revert would erase the only record of why the rewrite happened.
"""
uid = current_user_id()
if version_id:
version = await rulebooks_svc.get_rule_version(rule_id, version_id, uid)
if version is None:
raise ValueError(
f"version {version_id} not found on rule {rule_id}"
)
return version.to_dict(include_text=True)
versions = await rulebooks_svc.list_rule_versions(rule_id, uid)
if versions is None:
raise ValueError(f"rule {rule_id} not found")
# Fail-open, like the deletes: a missing title must not turn a readable
# history into an error.
try:
rule = await rulebooks_svc.get_rule(rule_id, uid)
except Exception:
rule = None
return {
"rule_id": rule_id,
"title": rule.title if rule else "",
"versions": [v.to_dict(include_text=False) for v in versions],
"total": len(versions),
# Said in-band because an empty list is the ordinary case and reads
# like a missing feature otherwise.
"note": (
"Each entry holds the text the edit REPLACED. The current wording "
"is on the rule itself — get_rule(%d)." % rule_id
if versions else
"This rule has never been reworded."
),
}
async def move_rule(rule_id: int, topic_id: int = 0, project_id: int = 0) -> dict:
"""Move a rule to a new home, keeping its id, history, areas and edges.
A rule's home IS its reach. In a rulebook topic it is GLOBAL: it applies in
every project and reaches any session whose work matches it. On a project
it applies to that project only. So this is how a project rule that turns
out to hold everywhere becomes global (pass `topic_id`), and how a global
rule that only one project needs becomes that project's (pass
`project_id`). Name exactly one.
Reach for this INSTEAD of recreating the rule in the other home and
deleting the original: that loses the id every record cites it by, its
edit history, its area tags and its relations.
A move is a decision about where a rule binds, so propose it and move on a
yes, the way create_rule proposes a new rule — and record why where the
decision lives (a task or note). The rule's history does not record a
move: it holds what the rule SAID, and a move changes none of that.
Refused with a message when: neither or both destinations are named, the
destination is not yours, the rule is already there, or the topic already
has a rule with this title (rename one first).
"""
uid = current_user_id()
rule = await rulebooks_svc.move_rule(
rule_id, uid, topic_id=topic_id, project_id=project_id,
)
if rule is None:
raise ValueError(f"rule {rule_id} not found")
return await rulebooks_svc.rule_detail(uid, rule)
async def delete_rule(rule_id: int, confirmed: bool = False) -> dict:
"""Move a rule to the trash (recoverable). Requires confirmed=True."""
uid = current_user_id()
rule = await rulebooks_svc.get_rule(rule_id, uid)
if rule is None:
raise ValueError(f"rule {rule_id} not found")
if not confirmed:
return {
"warning": (
f"Rule {rule_id} ('{rule.title}') will be moved to the trash "
f"(recoverable via restore). Pass confirmed=True to proceed."
),
"confirmed_required": True,
}
batch = await trash_svc.delete(uid, "rule", rule_id)
return {"deleted": rule_id, "title": rule.title, "deleted_batch_id": batch,
"message": f'Rule {rule_id} ("{rule.title}") moved to trash. '
f"Restore with restore('{batch}')."}
async def relate_rules(
from_rule_id: int, to_rule_id: int, kind: str, note: str = "",
) -> dict:
"""Draw a typed edge between two rules. Both must be yours.
Reach for this INSTEAD of merging or duplicating:
- kind="co_surfaces" — these two fail together, so they must arrive
together. Use it when you are tempted to fold one rule into another
because "either could surface without the other": that instinct is
right and merging is the wrong fix, because a merged rule cannot be
cited or surfaced a clause at a time. Symmetric — draw it
once, it reads from both ends.
- kind="overrides" — this rule supersedes that one for its scope. Use it
when a project rule is stricter than, or replaces, an inherited one,
instead of writing a near-copy that will drift from its parent.
- kind="elaborates" — this rule adds local specifics to that one, and
should arrive with it rather than instead of it.
Idempotent: re-drawing an existing edge returns it.
Args:
note: WHY the edge holds. Worth writing for the same reason a rule
carries `why` — a later reader deciding whether it still applies
needs the reasoning, not just the fact.
"""
uid = current_user_id()
relation = await rulebooks_svc.add_rule_relation(
uid, from_rule_id, to_rule_id, kind, note,
)
if relation is None:
raise ValueError(
f"rule {from_rule_id} or {to_rule_id} not found (both must be yours)"
)
return relation.to_dict()
async def unrelate_rules(relation_id: int) -> dict:
"""Remove one edge between rules (from relate_rules / get_rule.relations)."""
uid = current_user_id()
if not await rulebooks_svc.remove_rule_relation(uid, relation_id):
raise ValueError(f"relation {relation_id} not found")
return {"deleted": relation_id}
# ── The staleness sweep (milestone 312) ────────────────────────────────
async def rules_due_for_verification(
older_than_days: int = 0, never_only: bool = False,
) -> dict:
"""Which standing rules assert a FACT that nobody has confirmed lately.
A rulebook holds two kinds of thing. Most rules are DECISIONS — how the
operator wants to work. They have no truth value and cannot rot. A few
assert a fact about someone else's software: what a CI runner does, which
tools exist, what a setting is currently set to. Those go false silently,
with nobody present, and they keep being handed to every session as
binding instructions long after they stopped being true.
This lists the second kind, oldest verification first, never-checked at
the top. Each row carries the rule's `verify_with` in full — you are
about to go and run it — plus `expires_when`, and `days_since_verified`.
Reach for it when you are curating the rulebook, when a rule's advice
just contradicted what you observed, or periodically. Then, for each row:
run the check, and call mark_rule_verified with what you found.
Rules with no `verify_with` never appear here. That is correct: they are
decisions, and there is nothing to go and check. Do not "fix" their
absence by giving them checks — the list is only worth reading while
everything on it genuinely can go false.
Args:
older_than_days: only rules last verified longer ago than this.
Never-checked rules always qualify. 0 = no age filter.
never_only: only rules nobody has ever verified.
NOT filterable by project, deliberately: a project is bound by its own
rules AND every global rule, and a filter that dropped the global ones
would UNDER-report — which is the exact failure this whole surface exists
to prevent. Read the whole list.
"""
uid = current_user_id()
rules = await rulebooks_svc.rules_due_for_verification(
uid, older_than_days=older_than_days, never_only=never_only,
)
return {
"rules": [rulebooks_svc.verification_row(r) for r in rules],
"total": len(rules),
}
async def mark_rule_verified(rule_id: int, still_true: bool = True) -> dict:
"""Record that you ran a rule's check — and what it said.
Call this AFTER actually running the rule's `verify_with`, never on the
strength of the rule sounding plausible. A stamp nobody earned is worse
than no stamp: it moves the rule to the bottom of the sweep and buys it
another long silence.
`still_true=False` writes NOTHING. A rule whose check failed is not in a
special state to be recorded — it is WRONG, and the only honest next
moves are to correct it, retire it, or find out why. So it stays at the
top of the sweep until someone deals with it, and the response tells you
what the rule said would end it.
Args:
rule_id: the rule whose check you ran.
still_true: True if the check passed. False if the fact it asserts is
no longer true — say so, that is the outcome worth having.
"""
uid = current_user_id()
rule = await rulebooks_svc.mark_rule_verified(rule_id, uid, still_true)
if rule is None:
raise ValueError(
f"rule {rule_id} not found, or carries no verify_with "
f"(nothing to verify is not the same as verified)"
)
data = await rulebooks_svc.rule_detail(uid, rule)
if still_true:
data["verified"] = True
return data
data["verified"] = False
data["next"] = (
"This rule is no longer true and is still binding on every session "
"that loads it. Correct it with update_rule, retire it with "
"delete_rule, or open a task to work out what replaced it. Its "
"verified_at is deliberately untouched, so it stays at the top of "
"rules_due_for_verification until one of those happens."
)
return data
def register(mcp) -> None:
for fn in (
list_rulebooks, get_rulebook, create_rulebook, update_rulebook, delete_rulebook,
list_topics, create_topic, update_topic, delete_topic,
list_rules, get_rule, rule_outcome,
create_rule, create_project_rule, update_rule, move_rule, delete_rule,
create_preference, update_preference,
relate_rules, unrelate_rules,
rules_due_for_verification, mark_rule_verified,
rule_history,
):
mcp.tool(name=fn.__name__)(fn)