@cerefox/memory 1.13.2 → 1.14.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/AGENT_QUICK_REFERENCE.md +1 -1
- package/dist/bin/cerefox.js +44 -23
- package/dist/frontend/assets/index-BC_iqEHZ.js +121 -0
- package/dist/frontend/assets/index-BC_iqEHZ.js.map +1 -0
- package/dist/frontend/index.html +1 -1
- package/dist/server-assets/_shared/ef-meta/index.ts +3 -3
- package/dist/server-assets/_shared/mcp-tools/audit-log.ts +7 -5
- package/dist/server-assets/_shared/mcp-tools/get-help-content.ts +2 -2
- package/dist/server-assets/_shared/mcp-tools/identity.ts +21 -0
- package/dist/server-assets/supabase/functions/cerefox-get-audit-log/index.ts +4 -3
- package/dist/server-assets/supabase/functions/cerefox-ingest/index.ts +3 -2
- package/dist/server-assets/supabase/functions/cerefox-mcp/index.ts +4 -3
- package/docs/guides/access-paths.md +6 -0
- package/docs/guides/cli.md +2 -2
- package/docs/guides/configuration.md +2 -1
- package/package.json +1 -1
- package/dist/frontend/assets/index-InRztcXr.js +0 -121
- package/dist/frontend/assets/index-InRztcXr.js.map +0 -1
package/AGENT_QUICK_REFERENCE.md
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@@ -74,7 +74,7 @@ recoverable answer, not a failure: retry with what it gave you.
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1. **Search before ingesting** -- check if the document exists first.
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2. **Prefer ID-based updates** -- pass `document_id` from search results for deterministic updates. Falls back to title-matching with `update_if_exists: true`.
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3. **Set `author`** to your name on every call, reads and writes alike (e.g., "Claude Code", "archiver"). Same parameter on every tool. (`requestor` is still accepted everywhere as the pre-1.13.1 alias.) On CLI
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3. **Set `author`** to your name on every call, reads and writes alike (e.g., "Claude Code", "archiver"). Same parameter on every tool. (`requestor` is still accepted everywhere as the pre-1.13.1 alias.) On the CLI it is `--author` on every command too (plus `--author-type` on writes); or rely on `CEREFOX_AUTHOR_NAME`/`CEREFOX_AUTHOR_TYPE` env vars set in the user's `.env`.
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4. **Use `document_id` from search results** `[id: uuid]` for get_document and list_versions.
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5. **Add metadata** -- at minimum `type` ("decision-log", "research", "design-doc") and `status` ("active", "draft").
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6. **Write structured Markdown** with H1/H2/H3 headings for good chunking and search.
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package/dist/bin/cerefox.js
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@@ -7400,7 +7400,7 @@ Expecting one of '${allowedValues.join("', '")}'`);
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});
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// src/meta.ts
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var PKG_VERSION = "1.
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var PKG_VERSION = "1.14.1";
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var init_meta = () => {};
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// ../../_shared/config/paths.ts
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// ../../_shared/ef-meta/index.ts
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var EF_VERSION = "1.
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var EF_VERSION = "1.14.1", CEREFOX_VERSION = "1.14.1", EF_LAST_CHANGED = "1.14.0";
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var init_ef_meta = () => {};
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// ../../_shared/compatibility/index.ts
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}
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return;
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}
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function auditLogIdentity(args) {
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const str = (v) => typeof v === "string" && v.trim() !== "" ? v : undefined;
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const requestor = str(args.requestor);
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const byAuthor = str(args.by_author);
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if (requestor !== undefined && byAuthor === undefined) {
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return { identity: requestor, byAuthor: str(args.author) };
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return { identity: callerIdentity(args), byAuthor };
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}
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var DEFAULT_IDENTITY = "mcp-agent", EXAMPLE = 'e.g. "Claude Code", "archiver"', AUTHOR_PARAM_WRITE, AUTHOR_PARAM_READ;
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var init_identity = __esm(() => {
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AUTHOR_PARAM_WRITE = {
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return trimmed.includes("T") ? `${trimmed}Z` : `${trimmed} UTC`;
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}
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async function handler(supabase, args, ctx) {
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const { identity, byAuthor } = auditLogIdentity(args);
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const params = {};
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if (args.document_id)
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params.p_document_id = args.document_id;
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logUsage(supabase, {
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operation: "get_audit_log",
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accessPath: ctx.accessPath,
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requestor:
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requestor: identity,
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result_count: entries.length
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});
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// ../../_shared/mcp-tools/get-help-content.ts
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var HELP_FULL = '# Cerefox Knowledge Base -- Agent Quick Reference\n\nCerefox is a persistent, shared knowledge base. You have **15 core MCP tools** (14 with CLI equivalents — `cerefox_get_help` is MCP-only), plus 4 dormant relation tools that appear only when `relations_enabled` is on. For the full guide, search Cerefox for "How AI Agents Use Cerefox" or call `cerefox_get_help` to retrieve this content over MCP.\n\n## Tools\n\n| Tool | Purpose | Key params |\n|------|---------|------------|\n| `cerefox_search` | Find documents (hybrid FTS + semantic) | `query` (required), `project_name`, `metadata_filter`, `author` |\n| `cerefox_ingest` | Save or update a document | `title`, `content` (required), `document_id` (update by ID), `expected_content_hash` (**required on content updates** — see rule 9), `last_write_wins`, `update_if_exists`, `project_name` (single, non-destructive add on update), `project_names` (list, destructive replace on update), `metadata` (omit on update to keep existing tags; `{}` clears), `author` |\n| `cerefox_insert` | **Add** to a document without resending it. Cannot destroy content. | `document_id`, `text`, `position` (`end_of_document`/`end_of_section`/`after_heading`/`before_heading`), `expected_content_hash` (required), `anchor_heading` (unless `end_of_document`), `section_part`, `author` |\n| `cerefox_edit` | **Change** parts of a document: 1..n operations applied atomically | `document_id`, `operations` (`insert`/`replace_section`/`delete_section`/`rename_section`), `expected_content_hash` (required), `author` |\n| `cerefox_delete_document` | **Soft**-delete a document (to trash; excluded from search; permanent purge is human-only) | `document_id`, `expected_content_hash` (**required** — a delete must follow a read), `reason` (recorded in the audit log — give one), `author` |\n| `cerefox_restore_document` | Restore a soft-deleted document from the trash (audited inverse of delete; no-op if not deleted) | `document_id` (required), `reason` (recorded in the audit log), `author` |\n| `cerefox_get_document` | Get full document by ID (header includes `content_hash` — the update token), or with `outline: true` just its heading paths, sizes and hash, or with `section: "## Heading"` one section\'s text | `document_id` (required), `outline`, `section`, `section_part`, `author` |\n| `cerefox_list_versions` | Version history of a document | `document_id` (required), `author` |\n| `cerefox_set_relation` ⚑ | Link two documents (`source --rel_type--> target`) | `source_id`, `target_id`, `rel_type` (required), `metadata`, `author` |\n| `cerefox_delete_relation` ⚑ | Remove a relation | `source_id`, `target_id`, `rel_type`, `author` |\n| `cerefox_get_relations` ⚑ | All relations touching a document, both directions | `document_id` |\n| `cerefox_get_neighbors` ⚑ | Walk the graph along ONE relation type | `document_id`, `rel_type` (required), `depth`, `from_time`, `to_time`, `limit` |\n| `cerefox_metadata_search` | Find or list docs by metadata, project, or time (no text query) | `metadata_filter`, `project_name` (list a project\'s docs), `updated_since`, `include_content` — **at least one** of metadata_filter/project_name/updated_since/created_since |\n| `cerefox_list_metadata_keys` | Discover available metadata keys | (none required) |\n| `cerefox_list_projects` | List all projects | (none required) |\n| `cerefox_set_document_metadata` | Change tags WITHOUT resending content. **Merges** by default; a `null` value removes a key | `document_id`, `metadata` (required), `replace` (rare: set exactly this object), `author` |\n| `cerefox_set_document_projects` | Set doc\'s project memberships to exactly the given list (destructive replace; metadata-only, no content change) | `document_id`, `project_names` (required), `author` |\n| `cerefox_get_audit_log` | Query write operation history | `document_id`, `by_author` (filter), `operation`, `since`, `author` |\n| `cerefox_get_help` | Retrieve Cerefox conventions (this reference) over MCP. **Call this whenever uncertain.** | `topic` (optional, case-insensitive H2 substring match) |\n\n⚑ **Opt-in — usually absent.** The four relation tools are hidden unless the\noperator enables them (`relations_enabled`). **Trust your own tool list**: if\nthey are not in it, the feature is switched off for this deployment. That is\nnormal, not an error, and not something to work around.\n\n## Editing part of a document (prefer this over re-sending)\n\n**Re-sending a whole document to change part of it is the main way agents lose\ndata.** You have to reproduce the untouched remainder verbatim, and any drift\nsilently rewrites content nobody asked you to touch — which the caller cannot\ndiff. Use the partial-edit tools instead:\n\n1. **Learn the anchors** — `cerefox_get_document(document_id, outline: true)`.\n Returns heading paths, per-section sizes and the `content_hash`, without the\n body. The paths it returns are exactly what `anchor_heading` accepts.\n2. **Add** → `cerefox_insert`. `end_of_document` is a plain append;\n `end_of_section` adds inside a named section. It is structurally incapable of\n removing anything, so "I meant to append" cannot become "I replaced the file".\n3. **Look before you overwrite** — `cerefox_get_document(document_id,\n section: "## Heading")` returns exactly the text a `replace_section` on that\n anchor would destroy. The outline gives you a section\'s *size*, never its\n *text*, so on a document you did not write yourself this is the difference\n between a replace and a blind overwrite.\n4. **Change or remove** → `cerefox_edit`. Put changes that belong together in\n ONE call: they apply atomically, so a table row and the total it feeds cannot\n end up disagreeing. To change a single line, `replace_section` on its\n smallest enclosing heading — that is the intended granularity, not a\n workaround. To fix a stale heading (`## OPEN TODOs (as of ...)`), use\n `rename_section`: it changes the heading text and leaves the body and\n position alone.\n5. All of them require `expected_content_hash` and **have no last-write-wins**. A\n conflict means someone else changed the document; re-read and decide, do not\n force it.\n\n**A section runs to the next same-or-higher heading, or to the end of the\ndocument.** So `end_of_document` inserts land inside the *last* section, and\nreplacing or deleting that section removes them too. A large shrink in the\nresponse is your warning; `cerefox_list_versions` has the previous content.\n\n**When an anchor is ambiguous the tool refuses and hands you the options** — a\nrepeated heading returns the qualifying paths, and a section with both its own\ncontent and sub-sections returns both `section_part` choices. That is a\nrecoverable answer, not a failure: retry with what it gave you.\n\n## Essential Rules\n\n1. **Search before ingesting** -- check if the document exists first.\n2. **Prefer ID-based updates** -- pass `document_id` from search results for deterministic updates. Falls back to title-matching with `update_if_exists: true`.\n3. **Set `author`** to your name on every call, reads and writes alike (e.g., "Claude Code", "archiver"). Same parameter on every tool. (`requestor` is still accepted everywhere as the pre-1.13.1 alias.) On CLI, pass `--author`/`--author-type` on writes and `--requestor` on reads, or rely on `CEREFOX_AUTHOR_NAME`/`CEREFOX_AUTHOR_TYPE`/`CEREFOX_REQUESTOR_NAME` env vars set in the user\'s `.env`.\n4. **Use `document_id` from search results** `[id: uuid]` for get_document and list_versions.\n5. **Add metadata** -- at minimum `type` ("decision-log", "research", "design-doc") and `status` ("active", "draft").\n6. **Write structured Markdown** with H1/H2/H3 headings for good chunking and search.\n7. **Deletes are soft (recoverable); permanent purge is web-UI-only.** `cerefox_delete_document` requires the document\'s `content_hash` as you read it (read before you delete) and takes a `reason` — give one; it is what the human reviewing the trash sees. `cerefox_restore_document` undoes a mistaken delete (also audited, also takes a `reason`). Always surface deletes AND restores to the user. Once a human purges from the web UI, the document is gone for good.\n8. **Cross-doc links inside content**: **always use `[Text](document-uuid)`.** UUIDs are the only fully reliable link form — stable across title changes, never ambiguous, no encoding gotchas. Every `cerefox_search` result shows `[id: <uuid>]` after the title; grab it and use it. Title-based linking (`[Text](<Title With Spaces>)`) is fragile (breaks on colons, parens, ampersands, brackets — silently navigates to wrong page) — **don\'t write title-based links**; do an extra search to get the UUID instead. Repo-path forms (`[Text](docs/path.md)`) exist for repo-ingested files; don\'t construct manually. **The server validates `](uuid)` links on every write** (v1.7.0): a link to a nonexistent id rejects the write, naming the offender — that means you mangled the UUID; re-read the source and correct it, do not retry unchanged. Example ids go in backticks (code is not validated). `[[Wikilinks]]` may dangle. See `AGENT_GUIDE.md → Writing linkable content` for the full rule.\n9. **Concurrency: content updates require `expected_content_hash`.** Pass the `content_hash` you last saw — every read shows one (`cerefox_get_document` incl. outline mode, `cerefox_search`, `cerefox_metadata_search`) and **every write returns the new one, including create** (v1.3.0, #189), so after writing you already hold the token for your next edit; no re-read needed. If it\'s stale you get a **conflict** — re-read the document, merge your changes into the latest content, retry with the new hash. **Never resolve a conflict by overwriting blindly** — the current content includes another writer\'s work. `last_write_wins: true` skips the check; use it ONLY when an external source of truth makes conflicts meaningless (file re-sync), never to silence a conflict.\n10. **Search: prefer a few distinctive terms; heed `below confidence`.** When nothing clears the relevance threshold, `cerefox_search` returns the closest candidates prefixed with a `below confidence` warning instead of an empty set — that flag means **weak signal, not absent knowledge**: check the candidates\' scores and titles before concluding the KB lacks the content. A truly empty response means nothing even weakly related exists.\n11. **Relations express how documents relate; lifecycle tells you if knowledge is still good.** Use `cerefox_set_relation` when one document supersedes, contradicts, references, or continues another. `supersedes` marks the target **superseded**; `contradicts` marks **both** stale; `related_to`/`duplicates`/`contradicts` are symmetric (both directions written). Any other type string is accepted without special behaviour. When a search result or `cerefox_get_relations` shows a neighbour marked `[superseded]` or `[stale]`, say so rather than presenting it as current.\n12. **Project memberships — non-destructive by default**: on `cerefox_ingest` updates, **`project_name` (singular) is a non-destructive add** (ensures membership, preserves others). Use **`project_names` (list)** when you want to set the doc\'s full project set in one call (destructive replace). For metadata-only project changes without writing content, use **`cerefox_set_document_projects(document_id, project_names)`** — that tool is the destructive-replace contract made explicit. Never call `cerefox_set_document_projects` with a single name when you mean "add" — that would REMOVE the doc from all other projects. When in doubt, use `cerefox_ingest` with singular `project_name`.\n\n## Update Workflow (ID-based -- preferred)\n\n```\nsearch("topic") -> find doc [id: abc123] -> get_document(abc123) -> note its content_hash -> modify ->\ningest(title="Same Title", content="...", document_id="abc123",\n expected_content_hash="<the hash you read>", author="my-agent")\n```\n\nOn a **conflict** error: get_document again (fresh content + fresh hash) -> merge your changes -> retry with the new hash.\n\n## Update Workflow (title-based -- fallback)\n\n```\nsearch("topic") -> find doc (note its hash) -> modify ->\ningest(title="Same Title", content="...", update_if_exists=true,\n expected_content_hash="<the hash you read>", author="my-agent")\n```\n\n## Catch-Up Workflow\n\n```\nmetadata_search(metadata_filter={"type": "decision-log"}, updated_since="2026-03-28T00:00:00Z")\n```\n\n## CLI fallback (when MCP is unavailable)\n\nIf `cerefox_search` is not in your tool list, your user has likely installed the Cerefox CLI. The canonical invocation is plain **`cerefox <subcommand>`** (the TypeScript CLI, installed via `npm install -g @cerefox/memory`). It uses a resource-verb shape (`cerefox document get`, `cerefox project list`, …).\n\nSame operations, same conventions. Full reference: [`docs/guides/cli.md`](docs/guides/cli.md). CLI flag names match MCP parameter names exactly (e.g. `metadata_filter` ↔ `--metadata-filter`); common flags also have single-letter short forms (`-f`, `-p`, `-c`, `-m`, `-u`, `-a`). Use the canonical long name (what `--help` shows) or its short form — there are no long-form aliases like `--filter` or `--count`.\n\n| MCP tool | CLI |\n|---|---|\n| `cerefox_search` | `cerefox search "<q>" --author "<your-name>"` |\n| `cerefox_ingest` (paste) | `printf \'...\' \\| cerefox document ingest --paste --title "<t>" --author "<your-name>" --author-type agent` |\n| `cerefox_ingest` (update by ID) | `printf \'...\' \\| cerefox document ingest --paste --title "<t>" --document-id "<uuid>" --expected-content-hash "<hash>" --author "<your-name>" --author-type agent` |\n| `cerefox_get_document` | `cerefox document get <id> --version-id <vid> --author "<your-name>"` |\n| `cerefox_list_versions` | `cerefox document version list <id> --author "<your-name>"` |\n| `cerefox_list_projects` | `cerefox project list --author "<your-name>"` |\n| `cerefox_list_metadata_keys` | `cerefox metadata keys` |\n| `cerefox_insert` | `cerefox document insert <id> -t "<text>" -p <position> -a "<anchor-heading>" -e "<hash>" --author "<your-name>" --author-type agent` |\n| `cerefox_edit` | `cerefox document edit-parts <id> --operations \'<json>\' -e "<hash>" --author "<your-name>" --author-type agent` |\n| `cerefox_delete_document` | `cerefox document delete <id> --reason "<why>" --author "<your-name>" --author-type agent --yes` (confirms interactively instead of requiring the hash) |\n| `cerefox_restore_document` | `cerefox document restore <id> --reason "<why>" --author "<your-name>" --author-type agent` |\n| `cerefox_metadata_search` | `cerefox metadata search --metadata-filter \'<json>\' --author "<your-name>"` (list a project: `cerefox document list --project <name>`) |\n| `cerefox_set_document_metadata` | `cerefox document set-metadata <id> --set key=value` (also `--remove key`, `--json \'{...}\'`, `--replace`) |\n| `cerefox_set_document_projects` | `cerefox document set-projects <id> <name...> --author "<your-name>" --author-type agent` (or `--clear` to remove all) |\n| `cerefox_get_audit_log` | `cerefox audit list --author "<your-name>"` (add `--json` for scripted access) |\n| `cerefox_get_help` | `cerefox guides show agent-quick-reference` (or `cerefox guides list` for the full bundled-docs index) |\n\n**Set identity on every call**, exactly as you would on MCP:\n- Writes (`document ingest`, `document ingest-dir`): `--author "<your-name>" --author-type agent`\n- Reads: `--author "<your-name>"` (the same flag; `--requestor` still works as a hidden alias)\n\nOr have your user set `CEREFOX_AUTHOR_NAME` / `CEREFOX_AUTHOR_TYPE` / `CEREFOX_REQUESTOR_NAME` in their `.env` to apply defaults once.\n\n## Timestamps are UTC\n\nEvery timestamp Cerefox returns — `created_at` on audit entries, version\nhistory, document metadata — is **UTC**, and now carries its `Z` marker so it\ncannot be mistaken for local time.\n\n**When you write a date into a document\'s CONTENT, use your own clock, not a\nCerefox timestamp.** These are different things: a timestamp records when the\nserver stored something; a date in a log entry or a heading is authored content\nand belongs to your timezone. An agent working a Pacific afternoon read\n`2026-08-11` from version history, wrote "8/11" into its entries, and put a\nday\'s work in the future — the timestamp was correct, and copying it into\ncontent was not.\n\nCerefox deliberately does not convert to local time on the API or MCP paths.\n"Local" has no server-side meaning: the remote MCP server runs in a cloud\nfunction whose local time *is* UTC, while a local MCP server runs in yours, so\nthe same document would report two different times depending on transport. The\nweb UI converts because a browser knows the viewer\'s timezone; nothing\nserver-side does.\n\n## Mistakes that have actually happened\n\nEach of these comes from a real agent session, and each is easy to make.\n\n- **`cerefox_ingest` always replaces the ENTIRE document.** Never a section.\n Before sending, check that the tool name matches the intent: if the intent is\n "change one section", the call is `cerefox_edit` with `replace_section`. A\n section-sized edit sent as a full ingest truncated a 13,000-character index to\n a single word. It was recovered from version history within the minute, but\n only because it was noticed immediately.\n\n- **Do not include the anchor\'s own heading in your text.** `replace_section`\n keeps the heading and `insert` places your text inside the section, so\n including it produces two. This is now refused rather than silently applied,\n but the shape is worth knowing: it happened twice in one session, the second\n time while trying to repair the first. A *deeper* sub-heading inside your text\n is fine.\n\n- **Content between sections belongs to the section ABOVE it.** A section runs\n to the next heading of the same or higher level, so a `---` rule, a note, or\n any trailing text sitting just above the next heading is part of the section\n before it — even when it visually reads as belonging below. Replacing that\n section takes it too. An agent hit exactly this: a `---` that separated two\n major sections disappeared when the section above it was replaced. The write\n was correct by the addressing rules; the surprise is that "the end of this\n section" is further down the page than it looks. Note the loss warning will\n not catch it if your replacement text is longer than what it replaced, since\n there is then no net loss to report.\n\n- **To change only tags, use `cerefox_set_document_metadata`, never `cerefox_ingest`.**\n Ingest replaces the whole document, so re-sending it to set one tag carries the\n full transcription risk for no reason. The metadata tool merges: the keys you\n pass are set, everything else is left alone, so you do not need to read the\n document first and cannot drop a tag another agent set. Pass `null` as a value\n to remove a key.\n\n- **Never partial-edit to fix a partial edit.** If a write leaves unexpected\n structure, stop. Use `cerefox_list_versions`, retrieve the last good version,\n and re-ingest cleanly. Repairing edits with more edits compounds the damage.\n\n- **A rejected batch is safe.** Operations in one `cerefox_edit` are\n all-or-nothing: if any is invalid, nothing is written. A refusal costs you a\n retry, not data — so prefer one call for changes that belong together, and do\n not split a batch to "make it more likely to succeed".\n\n- **Read before replacing.** `cerefox_get_document(section: "## Heading")`\n returns exactly what a `replace_section` on that anchor would overwrite. Use it\n for any section you did not write in this session. The outline gives a\n section\'s *size*, never its *text*.\n\n- **Verify after writing** — read the result back before reporting success, and\n report what the read actually shows.\n\n- **Partial edits cannot change a document\'s stored TITLE.** `rename_section`\n changes a heading inside the content; the title is a separate field and still\n needs `cerefox_ingest`.\n\n- **If a capability seems missing from one server, suspect your client first.**\n Local and remote run the same code. **Every `cerefox_get_help()` response\n begins with the server\'s version and the operations it registers** — you do\n not need a special topic, and the *absence* of that block is itself an answer:\n a server that does not print it predates v1.5.0. If that\n disagrees with your tool list, the client is holding a list it fetched before\n an upgrade — clients cache it at connect time. Ask the user to restart the\n client. Do not record a capability difference between servers as a fact; every\n such report so far has been a stale client.\n- Long inline bodies can arrive with literal `\\n`/`\\"` (the author over-escaped; Cerefox stores bytes faithfully). For long or quote-dense content, ingest from a file or build incrementally with `cerefox_insert`; read back multi-line writes.\n', HELP_SECTIONS, HELP_SECTION_HEADINGS;
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var HELP_FULL = '# Cerefox Knowledge Base -- Agent Quick Reference\n\nCerefox is a persistent, shared knowledge base. You have **15 core MCP tools** (14 with CLI equivalents — `cerefox_get_help` is MCP-only), plus 4 dormant relation tools that appear only when `relations_enabled` is on. For the full guide, search Cerefox for "How AI Agents Use Cerefox" or call `cerefox_get_help` to retrieve this content over MCP.\n\n## Tools\n\n| Tool | Purpose | Key params |\n|------|---------|------------|\n| `cerefox_search` | Find documents (hybrid FTS + semantic) | `query` (required), `project_name`, `metadata_filter`, `author` |\n| `cerefox_ingest` | Save or update a document | `title`, `content` (required), `document_id` (update by ID), `expected_content_hash` (**required on content updates** — see rule 9), `last_write_wins`, `update_if_exists`, `project_name` (single, non-destructive add on update), `project_names` (list, destructive replace on update), `metadata` (omit on update to keep existing tags; `{}` clears), `author` |\n| `cerefox_insert` | **Add** to a document without resending it. Cannot destroy content. | `document_id`, `text`, `position` (`end_of_document`/`end_of_section`/`after_heading`/`before_heading`), `expected_content_hash` (required), `anchor_heading` (unless `end_of_document`), `section_part`, `author` |\n| `cerefox_edit` | **Change** parts of a document: 1..n operations applied atomically | `document_id`, `operations` (`insert`/`replace_section`/`delete_section`/`rename_section`), `expected_content_hash` (required), `author` |\n| `cerefox_delete_document` | **Soft**-delete a document (to trash; excluded from search; permanent purge is human-only) | `document_id`, `expected_content_hash` (**required** — a delete must follow a read), `reason` (recorded in the audit log — give one), `author` |\n| `cerefox_restore_document` | Restore a soft-deleted document from the trash (audited inverse of delete; no-op if not deleted) | `document_id` (required), `reason` (recorded in the audit log), `author` |\n| `cerefox_get_document` | Get full document by ID (header includes `content_hash` — the update token), or with `outline: true` just its heading paths, sizes and hash, or with `section: "## Heading"` one section\'s text | `document_id` (required), `outline`, `section`, `section_part`, `author` |\n| `cerefox_list_versions` | Version history of a document | `document_id` (required), `author` |\n| `cerefox_set_relation` ⚑ | Link two documents (`source --rel_type--> target`) | `source_id`, `target_id`, `rel_type` (required), `metadata`, `author` |\n| `cerefox_delete_relation` ⚑ | Remove a relation | `source_id`, `target_id`, `rel_type`, `author` |\n| `cerefox_get_relations` ⚑ | All relations touching a document, both directions | `document_id` |\n| `cerefox_get_neighbors` ⚑ | Walk the graph along ONE relation type | `document_id`, `rel_type` (required), `depth`, `from_time`, `to_time`, `limit` |\n| `cerefox_metadata_search` | Find or list docs by metadata, project, or time (no text query) | `metadata_filter`, `project_name` (list a project\'s docs), `updated_since`, `include_content` — **at least one** of metadata_filter/project_name/updated_since/created_since |\n| `cerefox_list_metadata_keys` | Discover available metadata keys | (none required) |\n| `cerefox_list_projects` | List all projects | (none required) |\n| `cerefox_set_document_metadata` | Change tags WITHOUT resending content. **Merges** by default; a `null` value removes a key | `document_id`, `metadata` (required), `replace` (rare: set exactly this object), `author` |\n| `cerefox_set_document_projects` | Set doc\'s project memberships to exactly the given list (destructive replace; metadata-only, no content change) | `document_id`, `project_names` (required), `author` |\n| `cerefox_get_audit_log` | Query write operation history | `document_id`, `by_author` (filter), `operation`, `since`, `author` |\n| `cerefox_get_help` | Retrieve Cerefox conventions (this reference) over MCP. **Call this whenever uncertain.** | `topic` (optional, case-insensitive H2 substring match) |\n\n⚑ **Opt-in — usually absent.** The four relation tools are hidden unless the\noperator enables them (`relations_enabled`). **Trust your own tool list**: if\nthey are not in it, the feature is switched off for this deployment. That is\nnormal, not an error, and not something to work around.\n\n## Editing part of a document (prefer this over re-sending)\n\n**Re-sending a whole document to change part of it is the main way agents lose\ndata.** You have to reproduce the untouched remainder verbatim, and any drift\nsilently rewrites content nobody asked you to touch — which the caller cannot\ndiff. Use the partial-edit tools instead:\n\n1. **Learn the anchors** — `cerefox_get_document(document_id, outline: true)`.\n Returns heading paths, per-section sizes and the `content_hash`, without the\n body. The paths it returns are exactly what `anchor_heading` accepts.\n2. **Add** → `cerefox_insert`. `end_of_document` is a plain append;\n `end_of_section` adds inside a named section. It is structurally incapable of\n removing anything, so "I meant to append" cannot become "I replaced the file".\n3. **Look before you overwrite** — `cerefox_get_document(document_id,\n section: "## Heading")` returns exactly the text a `replace_section` on that\n anchor would destroy. The outline gives you a section\'s *size*, never its\n *text*, so on a document you did not write yourself this is the difference\n between a replace and a blind overwrite.\n4. **Change or remove** → `cerefox_edit`. Put changes that belong together in\n ONE call: they apply atomically, so a table row and the total it feeds cannot\n end up disagreeing. To change a single line, `replace_section` on its\n smallest enclosing heading — that is the intended granularity, not a\n workaround. To fix a stale heading (`## OPEN TODOs (as of ...)`), use\n `rename_section`: it changes the heading text and leaves the body and\n position alone.\n5. All of them require `expected_content_hash` and **have no last-write-wins**. A\n conflict means someone else changed the document; re-read and decide, do not\n force it.\n\n**A section runs to the next same-or-higher heading, or to the end of the\ndocument.** So `end_of_document` inserts land inside the *last* section, and\nreplacing or deleting that section removes them too. A large shrink in the\nresponse is your warning; `cerefox_list_versions` has the previous content.\n\n**When an anchor is ambiguous the tool refuses and hands you the options** — a\nrepeated heading returns the qualifying paths, and a section with both its own\ncontent and sub-sections returns both `section_part` choices. That is a\nrecoverable answer, not a failure: retry with what it gave you.\n\n## Essential Rules\n\n1. **Search before ingesting** -- check if the document exists first.\n2. **Prefer ID-based updates** -- pass `document_id` from search results for deterministic updates. Falls back to title-matching with `update_if_exists: true`.\n3. **Set `author`** to your name on every call, reads and writes alike (e.g., "Claude Code", "archiver"). Same parameter on every tool. (`requestor` is still accepted everywhere as the pre-1.13.1 alias.) On the CLI it is `--author` on every command too (plus `--author-type` on writes); or rely on `CEREFOX_AUTHOR_NAME`/`CEREFOX_AUTHOR_TYPE` env vars set in the user\'s `.env`.\n4. **Use `document_id` from search results** `[id: uuid]` for get_document and list_versions.\n5. **Add metadata** -- at minimum `type` ("decision-log", "research", "design-doc") and `status` ("active", "draft").\n6. **Write structured Markdown** with H1/H2/H3 headings for good chunking and search.\n7. **Deletes are soft (recoverable); permanent purge is web-UI-only.** `cerefox_delete_document` requires the document\'s `content_hash` as you read it (read before you delete) and takes a `reason` — give one; it is what the human reviewing the trash sees. `cerefox_restore_document` undoes a mistaken delete (also audited, also takes a `reason`). Always surface deletes AND restores to the user. Once a human purges from the web UI, the document is gone for good.\n8. **Cross-doc links inside content**: **always use `[Text](document-uuid)`.** UUIDs are the only fully reliable link form — stable across title changes, never ambiguous, no encoding gotchas. Every `cerefox_search` result shows `[id: <uuid>]` after the title; grab it and use it. Title-based linking (`[Text](<Title With Spaces>)`) is fragile (breaks on colons, parens, ampersands, brackets — silently navigates to wrong page) — **don\'t write title-based links**; do an extra search to get the UUID instead. Repo-path forms (`[Text](docs/path.md)`) exist for repo-ingested files; don\'t construct manually. **The server validates `](uuid)` links on every write** (v1.7.0): a link to a nonexistent id rejects the write, naming the offender — that means you mangled the UUID; re-read the source and correct it, do not retry unchanged. Example ids go in backticks (code is not validated). `[[Wikilinks]]` may dangle. See `AGENT_GUIDE.md → Writing linkable content` for the full rule.\n9. **Concurrency: content updates require `expected_content_hash`.** Pass the `content_hash` you last saw — every read shows one (`cerefox_get_document` incl. outline mode, `cerefox_search`, `cerefox_metadata_search`) and **every write returns the new one, including create** (v1.3.0, #189), so after writing you already hold the token for your next edit; no re-read needed. If it\'s stale you get a **conflict** — re-read the document, merge your changes into the latest content, retry with the new hash. **Never resolve a conflict by overwriting blindly** — the current content includes another writer\'s work. `last_write_wins: true` skips the check; use it ONLY when an external source of truth makes conflicts meaningless (file re-sync), never to silence a conflict.\n10. **Search: prefer a few distinctive terms; heed `below confidence`.** When nothing clears the relevance threshold, `cerefox_search` returns the closest candidates prefixed with a `below confidence` warning instead of an empty set — that flag means **weak signal, not absent knowledge**: check the candidates\' scores and titles before concluding the KB lacks the content. A truly empty response means nothing even weakly related exists.\n11. **Relations express how documents relate; lifecycle tells you if knowledge is still good.** Use `cerefox_set_relation` when one document supersedes, contradicts, references, or continues another. `supersedes` marks the target **superseded**; `contradicts` marks **both** stale; `related_to`/`duplicates`/`contradicts` are symmetric (both directions written). Any other type string is accepted without special behaviour. When a search result or `cerefox_get_relations` shows a neighbour marked `[superseded]` or `[stale]`, say so rather than presenting it as current.\n12. **Project memberships — non-destructive by default**: on `cerefox_ingest` updates, **`project_name` (singular) is a non-destructive add** (ensures membership, preserves others). Use **`project_names` (list)** when you want to set the doc\'s full project set in one call (destructive replace). For metadata-only project changes without writing content, use **`cerefox_set_document_projects(document_id, project_names)`** — that tool is the destructive-replace contract made explicit. Never call `cerefox_set_document_projects` with a single name when you mean "add" — that would REMOVE the doc from all other projects. When in doubt, use `cerefox_ingest` with singular `project_name`.\n\n## Update Workflow (ID-based -- preferred)\n\n```\nsearch("topic") -> find doc [id: abc123] -> get_document(abc123) -> note its content_hash -> modify ->\ningest(title="Same Title", content="...", document_id="abc123",\n expected_content_hash="<the hash you read>", author="my-agent")\n```\n\nOn a **conflict** error: get_document again (fresh content + fresh hash) -> merge your changes -> retry with the new hash.\n\n## Update Workflow (title-based -- fallback)\n\n```\nsearch("topic") -> find doc (note its hash) -> modify ->\ningest(title="Same Title", content="...", update_if_exists=true,\n expected_content_hash="<the hash you read>", author="my-agent")\n```\n\n## Catch-Up Workflow\n\n```\nmetadata_search(metadata_filter={"type": "decision-log"}, updated_since="2026-03-28T00:00:00Z")\n```\n\n## CLI fallback (when MCP is unavailable)\n\nIf `cerefox_search` is not in your tool list, your user has likely installed the Cerefox CLI. The canonical invocation is plain **`cerefox <subcommand>`** (the TypeScript CLI, installed via `npm install -g @cerefox/memory`). It uses a resource-verb shape (`cerefox document get`, `cerefox project list`, …).\n\nSame operations, same conventions. Full reference: [`docs/guides/cli.md`](docs/guides/cli.md). CLI flag names match MCP parameter names exactly (e.g. `metadata_filter` ↔ `--metadata-filter`); common flags also have single-letter short forms (`-f`, `-p`, `-c`, `-m`, `-u`, `-a`). Use the canonical long name (what `--help` shows) or its short form — there are no long-form aliases like `--filter` or `--count`.\n\n| MCP tool | CLI |\n|---|---|\n| `cerefox_search` | `cerefox search "<q>" --author "<your-name>"` |\n| `cerefox_ingest` (paste) | `printf \'...\' \\| cerefox document ingest --paste --title "<t>" --author "<your-name>" --author-type agent` |\n| `cerefox_ingest` (update by ID) | `printf \'...\' \\| cerefox document ingest --paste --title "<t>" --document-id "<uuid>" --expected-content-hash "<hash>" --author "<your-name>" --author-type agent` |\n| `cerefox_get_document` | `cerefox document get <id> --version-id <vid> --author "<your-name>"` |\n| `cerefox_list_versions` | `cerefox document version list <id> --author "<your-name>"` |\n| `cerefox_list_projects` | `cerefox project list --author "<your-name>"` |\n| `cerefox_list_metadata_keys` | `cerefox metadata keys` |\n| `cerefox_insert` | `cerefox document insert <id> -t "<text>" -p <position> -a "<anchor-heading>" -e "<hash>" --author "<your-name>" --author-type agent` |\n| `cerefox_edit` | `cerefox document edit-parts <id> --operations \'<json>\' -e "<hash>" --author "<your-name>" --author-type agent` |\n| `cerefox_delete_document` | `cerefox document delete <id> --reason "<why>" --author "<your-name>" --author-type agent --yes` (confirms interactively instead of requiring the hash) |\n| `cerefox_restore_document` | `cerefox document restore <id> --reason "<why>" --author "<your-name>" --author-type agent` |\n| `cerefox_metadata_search` | `cerefox metadata search --metadata-filter \'<json>\' --author "<your-name>"` (list a project: `cerefox document list --project <name>`) |\n| `cerefox_set_document_metadata` | `cerefox document set-metadata <id> --set key=value` (also `--remove key`, `--json \'{...}\'`, `--replace`) |\n| `cerefox_set_document_projects` | `cerefox document set-projects <id> <name...> --author "<your-name>" --author-type agent` (or `--clear` to remove all) |\n| `cerefox_get_audit_log` | `cerefox audit list --author "<your-name>"` (add `--json` for scripted access) |\n| `cerefox_get_help` | `cerefox guides show agent-quick-reference` (or `cerefox guides list` for the full bundled-docs index) |\n\n**Set identity on every call**, exactly as you would on MCP:\n- Writes (`document ingest`, `document ingest-dir`): `--author "<your-name>" --author-type agent`\n- Reads: `--author "<your-name>"` (the same flag; `--requestor` still works as a hidden alias)\n\nOr have your user set `CEREFOX_AUTHOR_NAME` / `CEREFOX_AUTHOR_TYPE` / `CEREFOX_REQUESTOR_NAME` in their `.env` to apply defaults once.\n\n## Timestamps are UTC\n\nEvery timestamp Cerefox returns — `created_at` on audit entries, version\nhistory, document metadata — is **UTC**, and now carries its `Z` marker so it\ncannot be mistaken for local time.\n\n**When you write a date into a document\'s CONTENT, use your own clock, not a\nCerefox timestamp.** These are different things: a timestamp records when the\nserver stored something; a date in a log entry or a heading is authored content\nand belongs to your timezone. An agent working a Pacific afternoon read\n`2026-08-11` from version history, wrote "8/11" into its entries, and put a\nday\'s work in the future — the timestamp was correct, and copying it into\ncontent was not.\n\nCerefox deliberately does not convert to local time on the API or MCP paths.\n"Local" has no server-side meaning: the remote MCP server runs in a cloud\nfunction whose local time *is* UTC, while a local MCP server runs in yours, so\nthe same document would report two different times depending on transport. The\nweb UI converts because a browser knows the viewer\'s timezone; nothing\nserver-side does.\n\n## Mistakes that have actually happened\n\nEach of these comes from a real agent session, and each is easy to make.\n\n- **`cerefox_ingest` always replaces the ENTIRE document.** Never a section.\n Before sending, check that the tool name matches the intent: if the intent is\n "change one section", the call is `cerefox_edit` with `replace_section`. A\n section-sized edit sent as a full ingest truncated a 13,000-character index to\n a single word. It was recovered from version history within the minute, but\n only because it was noticed immediately.\n\n- **Do not include the anchor\'s own heading in your text.** `replace_section`\n keeps the heading and `insert` places your text inside the section, so\n including it produces two. This is now refused rather than silently applied,\n but the shape is worth knowing: it happened twice in one session, the second\n time while trying to repair the first. A *deeper* sub-heading inside your text\n is fine.\n\n- **Content between sections belongs to the section ABOVE it.** A section runs\n to the next heading of the same or higher level, so a `---` rule, a note, or\n any trailing text sitting just above the next heading is part of the section\n before it — even when it visually reads as belonging below. Replacing that\n section takes it too. An agent hit exactly this: a `---` that separated two\n major sections disappeared when the section above it was replaced. The write\n was correct by the addressing rules; the surprise is that "the end of this\n section" is further down the page than it looks. Note the loss warning will\n not catch it if your replacement text is longer than what it replaced, since\n there is then no net loss to report.\n\n- **To change only tags, use `cerefox_set_document_metadata`, never `cerefox_ingest`.**\n Ingest replaces the whole document, so re-sending it to set one tag carries the\n full transcription risk for no reason. The metadata tool merges: the keys you\n pass are set, everything else is left alone, so you do not need to read the\n document first and cannot drop a tag another agent set. Pass `null` as a value\n to remove a key.\n\n- **Never partial-edit to fix a partial edit.** If a write leaves unexpected\n structure, stop. Use `cerefox_list_versions`, retrieve the last good version,\n and re-ingest cleanly. Repairing edits with more edits compounds the damage.\n\n- **A rejected batch is safe.** Operations in one `cerefox_edit` are\n all-or-nothing: if any is invalid, nothing is written. A refusal costs you a\n retry, not data — so prefer one call for changes that belong together, and do\n not split a batch to "make it more likely to succeed".\n\n- **Read before replacing.** `cerefox_get_document(section: "## Heading")`\n returns exactly what a `replace_section` on that anchor would overwrite. Use it\n for any section you did not write in this session. The outline gives a\n section\'s *size*, never its *text*.\n\n- **Verify after writing** — read the result back before reporting success, and\n report what the read actually shows.\n\n- **Partial edits cannot change a document\'s stored TITLE.** `rename_section`\n changes a heading inside the content; the title is a separate field and still\n needs `cerefox_ingest`.\n\n- **If a capability seems missing from one server, suspect your client first.**\n Local and remote run the same code. **Every `cerefox_get_help()` response\n begins with the server\'s version and the operations it registers** — you do\n not need a special topic, and the *absence* of that block is itself an answer:\n a server that does not print it predates v1.5.0. If that\n disagrees with your tool list, the client is holding a list it fetched before\n an upgrade — clients cache it at connect time. Ask the user to restart the\n client. Do not record a capability difference between servers as a fact; every\n such report so far has been a stale client.\n- Long inline bodies can arrive with literal `\\n`/`\\"` (the author over-escaped; Cerefox stores bytes faithfully). For long or quote-dense content, ingest from a file or build incrementally with `cerefox_insert`; read back multi-line writes.\n', HELP_SECTIONS, HELP_SECTION_HEADINGS;
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Tools: "## Tools\n\n| Tool | Purpose | Key params |\n|------|---------|------------|\n| `cerefox_search` | Find documents (hybrid FTS + semantic) | `query` (required), `project_name`, `metadata_filter`, `author` |\n| `cerefox_ingest` | Save or update a document | `title`, `content` (required), `document_id` (update by ID), `expected_content_hash` (**required on content updates** — see rule 9), `last_write_wins`, `update_if_exists`, `project_name` (single, non-destructive add on update), `project_names` (list, destructive replace on update), `metadata` (omit on update to keep existing tags; `{}` clears), `author` |\n| `cerefox_insert` | **Add** to a document without resending it. Cannot destroy content. | `document_id`, `text`, `position` (`end_of_document`/`end_of_section`/`after_heading`/`before_heading`), `expected_content_hash` (required), `anchor_heading` (unless `end_of_document`), `section_part`, `author` |\n| `cerefox_edit` | **Change** parts of a document: 1..n operations applied atomically | `document_id`, `operations` (`insert`/`replace_section`/`delete_section`/`rename_section`), `expected_content_hash` (required), `author` |\n| `cerefox_delete_document` | **Soft**-delete a document (to trash; excluded from search; permanent purge is human-only) | `document_id`, `expected_content_hash` (**required** — a delete must follow a read), `reason` (recorded in the audit log — give one), `author` |\n| `cerefox_restore_document` | Restore a soft-deleted document from the trash (audited inverse of delete; no-op if not deleted) | `document_id` (required), `reason` (recorded in the audit log), `author` |\n| `cerefox_get_document` | Get full document by ID (header includes `content_hash` — the update token), or with `outline: true` just its heading paths, sizes and hash, or with `section: \"## Heading\"` one section's text | `document_id` (required), `outline`, `section`, `section_part`, `author` |\n| `cerefox_list_versions` | Version history of a document | `document_id` (required), `author` |\n| `cerefox_set_relation` ⚑ | Link two documents (`source --rel_type--> target`) | `source_id`, `target_id`, `rel_type` (required), `metadata`, `author` |\n| `cerefox_delete_relation` ⚑ | Remove a relation | `source_id`, `target_id`, `rel_type`, `author` |\n| `cerefox_get_relations` ⚑ | All relations touching a document, both directions | `document_id` |\n| `cerefox_get_neighbors` ⚑ | Walk the graph along ONE relation type | `document_id`, `rel_type` (required), `depth`, `from_time`, `to_time`, `limit` |\n| `cerefox_metadata_search` | Find or list docs by metadata, project, or time (no text query) | `metadata_filter`, `project_name` (list a project's docs), `updated_since`, `include_content` — **at least one** of metadata_filter/project_name/updated_since/created_since |\n| `cerefox_list_metadata_keys` | Discover available metadata keys | (none required) |\n| `cerefox_list_projects` | List all projects | (none required) |\n| `cerefox_set_document_metadata` | Change tags WITHOUT resending content. **Merges** by default; a `null` value removes a key | `document_id`, `metadata` (required), `replace` (rare: set exactly this object), `author` |\n| `cerefox_set_document_projects` | Set doc's project memberships to exactly the given list (destructive replace; metadata-only, no content change) | `document_id`, `project_names` (required), `author` |\n| `cerefox_get_audit_log` | Query write operation history | `document_id`, `by_author` (filter), `operation`, `since`, `author` |\n| `cerefox_get_help` | Retrieve Cerefox conventions (this reference) over MCP. **Call this whenever uncertain.** | `topic` (optional, case-insensitive H2 substring match) |\n\n⚑ **Opt-in — usually absent.** The four relation tools are hidden unless the\noperator enables them (`relations_enabled`). **Trust your own tool list**: if\nthey are not in it, the feature is switched off for this deployment. That is\nnormal, not an error, and not something to work around.",
|
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"Editing part of a document (prefer this over re-sending)": '## Editing part of a document (prefer this over re-sending)\n\n**Re-sending a whole document to change part of it is the main way agents lose\ndata.** You have to reproduce the untouched remainder verbatim, and any drift\nsilently rewrites content nobody asked you to touch — which the caller cannot\ndiff. Use the partial-edit tools instead:\n\n1. **Learn the anchors** — `cerefox_get_document(document_id, outline: true)`.\n Returns heading paths, per-section sizes and the `content_hash`, without the\n body. The paths it returns are exactly what `anchor_heading` accepts.\n2. **Add** → `cerefox_insert`. `end_of_document` is a plain append;\n `end_of_section` adds inside a named section. It is structurally incapable of\n removing anything, so "I meant to append" cannot become "I replaced the file".\n3. **Look before you overwrite** — `cerefox_get_document(document_id,\n section: "## Heading")` returns exactly the text a `replace_section` on that\n anchor would destroy. The outline gives you a section\'s *size*, never its\n *text*, so on a document you did not write yourself this is the difference\n between a replace and a blind overwrite.\n4. **Change or remove** → `cerefox_edit`. Put changes that belong together in\n ONE call: they apply atomically, so a table row and the total it feeds cannot\n end up disagreeing. To change a single line, `replace_section` on its\n smallest enclosing heading — that is the intended granularity, not a\n workaround. To fix a stale heading (`## OPEN TODOs (as of ...)`), use\n `rename_section`: it changes the heading text and leaves the body and\n position alone.\n5. All of them require `expected_content_hash` and **have no last-write-wins**. A\n conflict means someone else changed the document; re-read and decide, do not\n force it.\n\n**A section runs to the next same-or-higher heading, or to the end of the\ndocument.** So `end_of_document` inserts land inside the *last* section, and\nreplacing or deleting that section removes them too. A large shrink in the\nresponse is your warning; `cerefox_list_versions` has the previous content.\n\n**When an anchor is ambiguous the tool refuses and hands you the options** — a\nrepeated heading returns the qualifying paths, and a section with both its own\ncontent and sub-sections returns both `section_part` choices. That is a\nrecoverable answer, not a failure: retry with what it gave you.',
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|
-
"Essential Rules": '## Essential Rules\n\n1. **Search before ingesting** -- check if the document exists first.\n2. **Prefer ID-based updates** -- pass `document_id` from search results for deterministic updates. Falls back to title-matching with `update_if_exists: true`.\n3. **Set `author`** to your name on every call, reads and writes alike (e.g., "Claude Code", "archiver"). Same parameter on every tool. (`requestor` is still accepted everywhere as the pre-1.13.1 alias.) On CLI
|
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+
"Essential Rules": '## Essential Rules\n\n1. **Search before ingesting** -- check if the document exists first.\n2. **Prefer ID-based updates** -- pass `document_id` from search results for deterministic updates. Falls back to title-matching with `update_if_exists: true`.\n3. **Set `author`** to your name on every call, reads and writes alike (e.g., "Claude Code", "archiver"). Same parameter on every tool. (`requestor` is still accepted everywhere as the pre-1.13.1 alias.) On the CLI it is `--author` on every command too (plus `--author-type` on writes); or rely on `CEREFOX_AUTHOR_NAME`/`CEREFOX_AUTHOR_TYPE` env vars set in the user\'s `.env`.\n4. **Use `document_id` from search results** `[id: uuid]` for get_document and list_versions.\n5. **Add metadata** -- at minimum `type` ("decision-log", "research", "design-doc") and `status` ("active", "draft").\n6. **Write structured Markdown** with H1/H2/H3 headings for good chunking and search.\n7. **Deletes are soft (recoverable); permanent purge is web-UI-only.** `cerefox_delete_document` requires the document\'s `content_hash` as you read it (read before you delete) and takes a `reason` — give one; it is what the human reviewing the trash sees. `cerefox_restore_document` undoes a mistaken delete (also audited, also takes a `reason`). Always surface deletes AND restores to the user. Once a human purges from the web UI, the document is gone for good.\n8. **Cross-doc links inside content**: **always use `[Text](document-uuid)`.** UUIDs are the only fully reliable link form — stable across title changes, never ambiguous, no encoding gotchas. Every `cerefox_search` result shows `[id: <uuid>]` after the title; grab it and use it. Title-based linking (`[Text](<Title With Spaces>)`) is fragile (breaks on colons, parens, ampersands, brackets — silently navigates to wrong page) — **don\'t write title-based links**; do an extra search to get the UUID instead. Repo-path forms (`[Text](docs/path.md)`) exist for repo-ingested files; don\'t construct manually. **The server validates `](uuid)` links on every write** (v1.7.0): a link to a nonexistent id rejects the write, naming the offender — that means you mangled the UUID; re-read the source and correct it, do not retry unchanged. Example ids go in backticks (code is not validated). `[[Wikilinks]]` may dangle. See `AGENT_GUIDE.md → Writing linkable content` for the full rule.\n9. **Concurrency: content updates require `expected_content_hash`.** Pass the `content_hash` you last saw — every read shows one (`cerefox_get_document` incl. outline mode, `cerefox_search`, `cerefox_metadata_search`) and **every write returns the new one, including create** (v1.3.0, #189), so after writing you already hold the token for your next edit; no re-read needed. If it\'s stale you get a **conflict** — re-read the document, merge your changes into the latest content, retry with the new hash. **Never resolve a conflict by overwriting blindly** — the current content includes another writer\'s work. `last_write_wins: true` skips the check; use it ONLY when an external source of truth makes conflicts meaningless (file re-sync), never to silence a conflict.\n10. **Search: prefer a few distinctive terms; heed `below confidence`.** When nothing clears the relevance threshold, `cerefox_search` returns the closest candidates prefixed with a `below confidence` warning instead of an empty set — that flag means **weak signal, not absent knowledge**: check the candidates\' scores and titles before concluding the KB lacks the content. A truly empty response means nothing even weakly related exists.\n11. **Relations express how documents relate; lifecycle tells you if knowledge is still good.** Use `cerefox_set_relation` when one document supersedes, contradicts, references, or continues another. `supersedes` marks the target **superseded**; `contradicts` marks **both** stale; `related_to`/`duplicates`/`contradicts` are symmetric (both directions written). Any other type string is accepted without special behaviour. When a search result or `cerefox_get_relations` shows a neighbour marked `[superseded]` or `[stale]`, say so rather than presenting it as current.\n12. **Project memberships — non-destructive by default**: on `cerefox_ingest` updates, **`project_name` (singular) is a non-destructive add** (ensures membership, preserves others). Use **`project_names` (list)** when you want to set the doc\'s full project set in one call (destructive replace). For metadata-only project changes without writing content, use **`cerefox_set_document_projects(document_id, project_names)`** — that tool is the destructive-replace contract made explicit. Never call `cerefox_set_document_projects` with a single name when you mean "add" — that would REMOVE the doc from all other projects. When in doubt, use `cerefox_ingest` with singular `project_name`.',
|
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"Update Workflow (ID-based -- preferred)": `## Update Workflow (ID-based -- preferred)
|
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|
\`\`\`
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@@ -73838,7 +73848,7 @@ async function action13(documentId, options) {
|
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|
p_document_id: documentId,
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|
p_metadata: patch,
|
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|
p_replace: Boolean(options.replace),
|
|
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|
-
p_author: options.author
|
|
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|
+
p_author: resolveAuthor(options.author),
|
|
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|
p_author_type: options.authorType === "agent" ? "agent" : "user"
|
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|
});
|
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|
} catch (err) {
|
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@@ -78290,9 +78300,10 @@ init_cli_core();
|
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init_client();
|
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|
// src/cli/util/identity-flags.ts
|
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|
-
function
|
|
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|
+
function authorOption(kind, opts = {}) {
|
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|
const flags = opts.short === false ? "--author <name>" : "-a, --author <name>";
|
|
78295
|
-
|
|
78305
|
+
const where = kind === "write" ? "recorded in the audit log and the usage log" : "recorded in the usage log";
|
|
78306
|
+
return new Option2(flags, `Your name (agent or user); ${where}.`);
|
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|
}
|
|
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|
function requestorAliasOption() {
|
|
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|
return new Option2("-r, --requestor <name>").hideHelp();
|
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@@ -78300,6 +78311,10 @@ function requestorAliasOption() {
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|
// src/cli/commands/get-audit-log.ts
|
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|
async function action18(options) {
|
|
78314
|
+
if (options.author && !options.byAuthor) {
|
|
78315
|
+
process.stderr.write(`note: --author is your own name since v1.13.2; to list entries written by someone, use --by-author <name>.
|
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|
+
`);
|
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|
+
}
|
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|
const limit = parsePositiveInt(options.limit, "--limit", 50);
|
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|
const client = getClient();
|
|
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|
const data = await client.rpc("cerefox_list_audit_entries", {
|
|
@@ -78337,7 +78352,7 @@ async function action18(options) {
|
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})));
|
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|
}
|
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|
function registerGetAuditLog(program) {
|
|
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|
-
program.command("get-audit-log").description("Query the audit log with optional filters.").option("-d, --document-id <uuid>", "Filter by document.").option("--by-author <name>", "Filter: only entries written by this author name.").option("-o, --operation <type>", `Filter by operation: ${AUDIT_OPERATIONS.join(", ")}.`).option("--since <iso>", "Lower-bound ISO timestamp.").option("--until <iso>", "Upper-bound ISO timestamp.").option("-l, --limit <n>", "Maximum entries (max 200).", "50").addOption(
|
|
78355
|
+
program.command("get-audit-log").description("Query the audit log with optional filters.").option("-d, --document-id <uuid>", "Filter by document.").option("--by-author <name>", "Filter: only entries written by this author name.").option("-o, --operation <type>", `Filter by operation: ${AUDIT_OPERATIONS.join(", ")}.`).option("--since <iso>", "Lower-bound ISO timestamp.").option("--until <iso>", "Upper-bound ISO timestamp.").option("-l, --limit <n>", "Maximum entries (max 200).", "50").addOption(authorOption("read", { short: false })).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON.").action(action18);
|
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|
}
|
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|
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|
// src/cli/commands/relation.ts
|
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@@ -78570,7 +78585,7 @@ async function action19(documentId, options) {
|
|
|
78570
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|
println(doc.full_content);
|
|
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|
}
|
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|
function registerGetDoc(program) {
|
|
78573
|
-
program.command("get-doc").description("Retrieve the full content of a document by ID.").argument("<document-id>", "UUID of the document.").option("--version-id <uuid>", "Specific archived version (default: current).").addOption(
|
|
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|
+
program.command("get-doc").description("Retrieve the full content of a document by ID.").argument("<document-id>", "UUID of the document.").option("--version-id <uuid>", "Specific archived version (default: current).").addOption(authorOption("read")).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON.").option("--outline", "Show the heading structure, per-section sizes and content_hash instead of the content. Cheap, and the paths are the anchors the edit commands take.").option("--section <anchor>", "Show ONE section's text instead of the whole document: exactly what a replace_section on this anchor would overwrite. Pass the bare heading line when it is unique, or the full ' > ' path from --outline when it repeats.").option("--section-part <part>", "own_body | subtree — only when the target section has child sections, where 'the end' means two different places. You are told (with both options) whenever it is needed.").action(action19);
|
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|
}
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|
// src/cli/commands/ingest.ts
|
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@@ -79418,7 +79433,7 @@ async function runTool(toolName, args) {
|
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|
}
|
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|
}
|
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|
function registerDocumentInsert(program) {
|
|
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|
-
program.command("insert <document-id>").description("Add text to a document without resending it (purely additive)").requiredOption("-t, --text <text>", "Markdown to insert. Use '-' for stdin or '@path' for a file.").option("-p, --position <position>", "end_of_document | end_of_section | after_heading | before_heading", "end_of_document").option("-a, --anchor-heading <heading>", "Heading line, or a ' > ' path. Required unless end_of_document.").option("--section-part <part>", "own_body | subtree — required when the target section has child sections").requiredOption("-e, --expected-content-hash <hash>", "content_hash you are basing this on (cerefox document get --outline shows it)").addOption(
|
|
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+
program.command("insert <document-id>").description("Add text to a document without resending it (purely additive)").requiredOption("-t, --text <text>", "Markdown to insert. Use '-' for stdin or '@path' for a file.").option("-p, --position <position>", "end_of_document | end_of_section | after_heading | before_heading", "end_of_document").option("-a, --anchor-heading <heading>", "Heading line, or a ' > ' path. Required unless end_of_document.").option("--section-part <part>", "own_body | subtree — required when the target section has child sections").requiredOption("-e, --expected-content-hash <hash>", "content_hash you are basing this on (cerefox document get --outline shows it)").addOption(authorOption("write", { short: false })).addOption(requestorAliasOption()).option("--author-type <type>", "user (default for the CLI) or agent, when scripting on an agent's behalf", "user").action(async (documentId, options) => {
|
|
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|
await runTool("cerefox_insert", {
|
|
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|
document_id: documentId,
|
|
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|
text: resolveText(options.text, "--text"),
|
|
@@ -79426,13 +79441,13 @@ function registerDocumentInsert(program) {
|
|
|
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|
...options.anchorHeading ? { anchor_heading: options.anchorHeading } : {},
|
|
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79442
|
...options.sectionPart ? { section_part: options.sectionPart } : {},
|
|
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|
expected_content_hash: options.expectedContentHash,
|
|
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|
-
author: options.author ?? options.requestor
|
|
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|
+
author: resolveAuthor(options.author ?? options.requestor),
|
|
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|
...options.authorType ? { author_type: options.authorType } : {}
|
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|
});
|
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|
});
|
|
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|
}
|
|
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|
function registerDocumentEditParts(program) {
|
|
79435
|
-
program.command("edit-parts <document-id>").description("Apply one or more section edits atomically (insert/replace/delete)").requiredOption("-o, --operations <json>", "JSON array of operations. Use '-' for stdin or '@path' for a file.").requiredOption("-e, --expected-content-hash <hash>", "content_hash you are basing these edits on").addOption(
|
|
79450
|
+
program.command("edit-parts <document-id>").description("Apply one or more section edits atomically (insert/replace/delete)").requiredOption("-o, --operations <json>", "JSON array of operations. Use '-' for stdin or '@path' for a file.").requiredOption("-e, --expected-content-hash <hash>", "content_hash you are basing these edits on").addOption(authorOption("write", { short: false })).addOption(requestorAliasOption()).option("--author-type <type>", "user (default for the CLI) or agent, when scripting on an agent's behalf", "user").action(async (documentId, options) => {
|
|
79436
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|
const raw = resolveText(options.operations, "--operations");
|
|
79437
79452
|
let operations;
|
|
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79453
|
try {
|
|
@@ -79445,7 +79460,7 @@ function registerDocumentEditParts(program) {
|
|
|
79445
79460
|
document_id: documentId,
|
|
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79461
|
operations,
|
|
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79462
|
expected_content_hash: options.expectedContentHash,
|
|
79448
|
-
author: options.author ?? options.requestor
|
|
79463
|
+
author: resolveAuthor(options.author ?? options.requestor),
|
|
79449
79464
|
...options.authorType ? { author_type: options.authorType } : {}
|
|
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79465
|
});
|
|
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|
});
|
|
@@ -80100,7 +80115,7 @@ async function action25(options) {
|
|
|
80100
80115
|
})));
|
|
80101
80116
|
}
|
|
80102
80117
|
function registerListMetadataKeys(program) {
|
|
80103
|
-
program.command("list-metadata-keys").description("List all metadata keys with document counts and example values.").addOption(
|
|
80118
|
+
program.command("list-metadata-keys").description("List all metadata keys with document counts and example values.").addOption(authorOption("read")).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON.").action(action25);
|
|
80104
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|
}
|
|
80105
80120
|
|
|
80106
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|
// src/cli/commands/list-projects.ts
|
|
@@ -80135,7 +80150,7 @@ async function action26(options) {
|
|
|
80135
80150
|
})), "(no projects)");
|
|
80136
80151
|
}
|
|
80137
80152
|
function registerListProjects(program) {
|
|
80138
|
-
program.command("list-projects").description("List all projects in the knowledge base.").addOption(
|
|
80153
|
+
program.command("list-projects").description("List all projects in the knowledge base.").addOption(authorOption("read")).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON.").action(action26);
|
|
80139
80154
|
}
|
|
80140
80155
|
|
|
80141
80156
|
// src/cli/commands/list-versions.ts
|
|
@@ -80182,7 +80197,7 @@ async function action27(documentId, options) {
|
|
|
80182
80197
|
})));
|
|
80183
80198
|
}
|
|
80184
80199
|
function registerListVersions(program) {
|
|
80185
|
-
program.command("list-versions").description("List archived versions of a document.").argument("<document-id>", "UUID of the document.").addOption(
|
|
80200
|
+
program.command("list-versions").description("List archived versions of a document.").argument("<document-id>", "UUID of the document.").addOption(authorOption("read")).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON.").action(action27);
|
|
80186
80201
|
}
|
|
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80202
|
|
|
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|
// src/cli/commands/mcp.ts
|
|
@@ -80282,7 +80297,7 @@ async function action28(options) {
|
|
|
80282
80297
|
}
|
|
80283
80298
|
}
|
|
80284
80299
|
function registerMetadataSearch(program) {
|
|
80285
|
-
program.command("metadata-search").description("Find or list documents by metadata, project, or time criteria (no text query).").option("-f, --metadata-filter <json>", "JSON object; only docs whose metadata contains ALL pairs are returned. Optional — omit to list by --project-name / time range alone (at least one criterion is required).").option("-p, --project-name <name>", "Filter to a specific project.").option("--updated-since <iso>", "Only docs updated on/after this ISO timestamp.").option("--created-since <iso>", "Only docs created on/after this ISO timestamp.").option("--include-content", "Include full document text in results.").option("-l, --limit <n>", "Maximum docs to return.", "10").option("--max-bytes <n>", "Response size budget in bytes (with --include-content).", "200000").addOption(
|
|
80300
|
+
program.command("metadata-search").description("Find or list documents by metadata, project, or time criteria (no text query).").option("-f, --metadata-filter <json>", "JSON object; only docs whose metadata contains ALL pairs are returned. Optional — omit to list by --project-name / time range alone (at least one criterion is required).").option("-p, --project-name <name>", "Filter to a specific project.").option("--updated-since <iso>", "Only docs updated on/after this ISO timestamp.").option("--created-since <iso>", "Only docs created on/after this ISO timestamp.").option("--include-content", "Include full document text in results.").option("-l, --limit <n>", "Maximum docs to return.", "10").option("--max-bytes <n>", "Response size budget in bytes (with --include-content).", "200000").addOption(authorOption("read")).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON.").action(action28);
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|
80286
80301
|
}
|
|
80287
80302
|
|
|
80288
80303
|
// src/cli/commands/reindex.ts
|
|
@@ -80890,7 +80905,7 @@ async function action32(query, options) {
|
|
|
80890
80905
|
}
|
|
80891
80906
|
}
|
|
80892
80907
|
function registerSearch(program) {
|
|
80893
|
-
program.command("search").description("Search the knowledge base (hybrid FTS + semantic).").argument("<query>", "Natural-language search query.").option("-c, --match-count <n>", "Maximum number of documents to return.", "5").option("-p, --project-name <name>", "Filter results to a specific project.").option("-f, --metadata-filter <json>", "JSON containment filter; only docs whose metadata contains ALL pairs are returned.").option("--mode <mode>", "Search mode: docs (default), hybrid, fts.", "docs").option("--alpha <float>", "Semantic weight 0..1 (default: CEREFOX_SEARCH_ALPHA; else 0.7).").option("--min-score <float>", "Minimum cosine similarity threshold (default: CEREFOX_MIN_SEARCH_SCORE; else 0.5, or 0.6 with the local embedder).").option("--min-term-coverage <float>", "OR-fallback keyword matches must cover at least this fraction of the query's meaningful terms to count as confident hits (default: CEREFOX_MIN_TERM_COVERAGE; else the server default 0.5; needs schema ≥ 0.9.1).").option("--max-bytes <n>", "Response size budget in bytes (default: CEREFOX_MAX_RESPONSE_BYTES or 200000).").addOption(
|
|
80908
|
+
program.command("search").description("Search the knowledge base (hybrid FTS + semantic).").argument("<query>", "Natural-language search query.").option("-c, --match-count <n>", "Maximum number of documents to return.", "5").option("-p, --project-name <name>", "Filter results to a specific project.").option("-f, --metadata-filter <json>", "JSON containment filter; only docs whose metadata contains ALL pairs are returned.").option("--mode <mode>", "Search mode: docs (default), hybrid, fts.", "docs").option("--alpha <float>", "Semantic weight 0..1 (default: CEREFOX_SEARCH_ALPHA; else 0.7).").option("--min-score <float>", "Minimum cosine similarity threshold (default: CEREFOX_MIN_SEARCH_SCORE; else 0.5, or 0.6 with the local embedder).").option("--min-term-coverage <float>", "OR-fallback keyword matches must cover at least this fraction of the query's meaningful terms to count as confident hits (default: CEREFOX_MIN_TERM_COVERAGE; else the server default 0.5; needs schema ≥ 0.9.1).").option("--max-bytes <n>", "Response size budget in bytes (default: CEREFOX_MAX_RESPONSE_BYTES or 200000).").addOption(authorOption("read")).addOption(requestorAliasOption()).option("--json", "Emit machine-readable JSON instead of the default text.").option("--only-metadata", "List matching docs (id, score, chunks, chars, partial/full) WITHOUT their content — like the web UI's collapsed result list. Grab a [id:…] then `cerefox document get <id>`.").action(action32);
|
|
80894
80909
|
}
|
|
80895
80910
|
|
|
80896
80911
|
// src/cli/commands/self-update.ts
|
|
@@ -85439,10 +85454,15 @@ function registerDiscoveryRoutes(app, ctx) {
|
|
|
85439
85454
|
});
|
|
85440
85455
|
app.get("/api/v1/documents/trash", async (c) => {
|
|
85441
85456
|
const limit = Math.min(Math.max(Number.parseInt(c.req.query("limit") ?? "50", 10) || 50, 1), 500);
|
|
85442
|
-
const
|
|
85457
|
+
const [listed, counted] = await Promise.all([
|
|
85458
|
+
ctx.supabase.from("cerefox_documents").select("id, title, source, chunk_count, total_chars, review_status, deleted_at, updated_at").not("deleted_at", "is", null).order("deleted_at", { ascending: false }).limit(limit),
|
|
85459
|
+
ctx.supabase.from("cerefox_documents").select("id", { count: "exact", head: true }).not("deleted_at", "is", null)
|
|
85460
|
+
]);
|
|
85461
|
+
const { data, error } = listed;
|
|
85443
85462
|
if (error)
|
|
85444
85463
|
return c.json({ detail: error.message }, 500);
|
|
85445
85464
|
const docs = data ?? [];
|
|
85465
|
+
c.header("X-Total-Count", String(counted.count ?? docs.length));
|
|
85446
85466
|
if (docs.length === 0)
|
|
85447
85467
|
return c.json([]);
|
|
85448
85468
|
const [projects, showReview] = await Promise.all([
|
|
@@ -85929,7 +85949,8 @@ function registerDocumentWriteRoutes(app, ctx) {
|
|
|
85929
85949
|
});
|
|
85930
85950
|
if (error)
|
|
85931
85951
|
return c.json({ detail: error.message }, 500);
|
|
85932
|
-
|
|
85952
|
+
const { data: still } = await ctx.supabase.from("cerefox_documents").select("id").eq("id", documentId).maybeSingle();
|
|
85953
|
+
return c.json({ success: true, purged: !still });
|
|
85933
85954
|
});
|
|
85934
85955
|
app.post("/api/v1/documents/:document_id/review-status", async (c) => {
|
|
85935
85956
|
if (!await reviewWorkflowEnabled(ctx.supabase)) {
|