docs(mcp): document checkClaimEnvelope's accepted v1 gap

Round 7's review found an 8th bypass in the same "value hidden from the
extractor" family as round 6, inside the fold logic round 7's own fix had
just added (a blank line interrupting a folded continuation) — the second
distinct gap found on the first alternate shape tried against that fix.

Decision (Mathias, via the running sweep session): ship this PR's rounds
1-7 as v1 rather than continue incremental patches past the point of
diminishing returns. Every bypass found across all 7 rounds requires the
caller to already hold brain_edit write access and to deliberately
construct a specific malformed-YAML shape with knowledge of this exact
gap — narrow and low-likelihood next to another patch cycle. The real fix
(one shared, tested, encoding-normalized frontmatter parser, replacing the
three independent hand-rolled implementations this bug class keeps
surfacing in) is tracked separately as hyperguild#138.

Document the boundary directly on checkClaimEnvelope so the next person
reading this function knows what's covered and what's a deliberate,
recorded trade-off rather than an unnoticed gap.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

ingestion/internal/mcp/tools_notes.go

@@ -11,6 +11,7 @@ import (
 
 	"github.com/mathiasbq/hyperguild/ingestion/internal/brain"
 	"github.com/mathiasbq/hyperguild/ingestion/internal/capture"
+	"github.com/mathiasbq/hyperguild/ingestion/internal/claim"
 	"github.com/mathiasbq/hyperguild/ingestion/internal/classification"
 	"github.com/mathiasbq/hyperguild/ingestion/internal/notes"
 )
@@ -179,6 +180,20 @@ func (s *Server) editWithScope(args json.RawMessage, scope notes.Scope) (notes.R
 	if err := json.Unmarshal(args, &a); err != nil {
 		return notes.Result{}, nil, fmt.Errorf("parse args: %w", err)
 	}
+
+	// hyperguild#123: brain_write/brain_update both validate the claim
+	// envelope before writing (hyperguild#111: "same rules when a note
+	// changes as when it's born"); brain_edit didn't — a byte-level string
+	// replace has no frontmatter awareness at all, so it could rewrite an
+	// existing half_life:/applies:/claim_provenance: line straight past the
+	// validator entirely. Scoped to notes only (governance files have no
+	// claim-envelope concept).
+	if scope == notes.ScopeNotes {
+		if verr := checkClaimEnvelope(s.brainDir, a.Path, a.OldStr, a.NewStr); verr != nil {
+			return notes.Result{}, nil, fmt.Errorf("claim envelope: %w", verr)
+		}
+	}
+
 	res, err := notes.Edit(s.brainDir, a.Path, a.OldStr, a.NewStr, scope)
 	if err != nil {
 		if errors.Is(err, notes.ErrDegenerate) && a.OldStr == "" {
@@ -228,3 +243,163 @@ func touchesFrontmatter(oldStr, newStr string) bool {
 	}
 	return false
 }
+
+// checkClaimEnvelope previews what old_str->new_str would produce — the
+// exact strings.Replace(before, oldStr, newStr, 1) formula notes.Edit
+// itself uses internally — and validates the resulting frontmatter's claim
+// envelope before the real edit is allowed to run. Fail-closed: an invalid
+// result blocks the edit entirely, the same posture writeHallNote/UpdateNote
+// already apply on create/supersede.
+//
+// Gated on old_str appearing within the note's frontmatter BLOCK, not on
+// old_str/new_str mentioning a claim-envelope field NAME — found in review:
+// a field-name-substring gate misses a value-only edit like
+// "asserted"->"guessed" on a claim_provenance line, which never mentions
+// the field name at all. That is exactly the shape of edit a minimal,
+// natural diff produces, so a field-name gate was closing the issue in
+// name only. Checking block containment instead means any edit that
+// couldn't possibly touch the frontmatter (its target text only exists in
+// the body) is still skipped cheaply, while nothing inside the fence can
+// slip through unvalidated regardless of which token it targets.
+//
+// This does not replicate notes.Edit's uniqueness/CRLF/conflict-marker
+// checks — if old_str is absent or ambiguous, this preview may not match
+// what Edit ultimately does, but Edit independently and correctly rejects
+// those cases at write time regardless of what this function decides, so
+// the only thing riding on this preview's accuracy is the envelope check
+// itself, not write safety.
+// checkClaimEnvelope previews what old_str->new_str would produce and
+// validates the resulting claim envelope before the real edit runs
+// (hyperguild#123). Seven review rounds closed every plausible bypass in the
+// fence-detection family (field-name substring, block-containment,
+// fence-stripping, CRLF, UTF-8 BOM) and the first instance of a
+// value-extraction gap (a folded YAML block scalar hiding a value behind an
+// empty inline colon).
+//
+// Known, accepted v1 gap: frontmatterScalars's block-scalar fold is a
+// best-effort approximation, not a YAML parser — a blank line interrupting a
+// folded continuation, or other contrived multi-line YAML shapes not yet
+// probed (block-scalar indicators `|`/`>`, inline comments on a key line,
+// quoted multi-line values), can still hide an invalid value from
+// ValidateEnvelope. Accepted deliberately rather than chased indefinitely:
+// every bypass found so far requires the caller to already hold brain_edit
+// write access and to deliberately construct a specific malformed-YAML shape
+// with knowledge of this exact gap — a narrow, low-likelihood threat next to
+// the diminishing returns of another incremental patch round. The real fix
+// (a shared, tested, encoding-normalized frontmatter parser used by all
+// three independent implementations in this codebase) is tracked separately
+// as hyperguild#138, not bolted on here piece by piece.
+func checkClaimEnvelope(brainDir, path, oldStr, newStr string) error {
+	if oldStr == "" {
+		// hyperguild#115: strings.Replace treats "" as matching position 0,
+		// which would make an empty old_str look like an edit that inserts
+		// text before the fence — a degenerate-input case that belongs to
+		// notes.Edit's own "old_str is empty" refusal, not to the envelope
+		// check.
+		return nil
+	}
+	before, err := notes.Read(brainDir, path)
+	if err != nil {
+		// Let notes.Edit itself produce the real error (missing file, etc.)
+		// — this function's job is the envelope, not read failures.
+		return nil
+	}
+	// No gate on where old_str falls relative to the frontmatter fence:
+	// round 2 found that requiring old_str to be fully contained in the
+	// extracted block was itself bypassable by an old_str disambiguated
+	// across the closing "---" into the body. Simpler and bypass-proof:
+	// always compute what the edit would produce and validate that
+	// resulting state's envelope. A body-only edit leaves the frontmatter
+	// (and thus the validation outcome) unchanged, so this is a no-op for
+	// the common case and fail-closed for every case that touches the
+	// envelope, regardless of how old_str is phrased.
+	_, hadFence := frontmatterBlock(string(before))
+	after := strings.Replace(string(before), oldStr, newStr, 1)
+	_, hasFence := frontmatterBlock(after)
+	if hadFence && !hasFence {
+		// Round 3: an edit that drops the closing fence degrades `after`
+		// to "unfenced" — frontmatterScalars then sees an empty map and
+		// ValidateEnvelope({}) is nil by design (absent fields are valid),
+		// so an invalid value would otherwise land with zero error while
+		// also corrupting the note's structure. A previously-fenced note
+		// must stay fenced, full stop.
+		return fmt.Errorf("edit would remove the frontmatter fence")
+	}
+	return claim.ValidateEnvelope(frontmatterScalars(after))
+}
+
+// frontmatterBlock returns the raw text between doc's opening and closing
+// `---` fences, or ok=false if doc has no (properly closed) fence.
+func frontmatterBlock(doc string) (block string, ok bool) {
+	// Round 4 found a note with CRLF fence lines ("---\r\n") silently
+	// defeats HasPrefix(doc, "---\n") on the precondition read — not an
+	// adversarial old_str/new_str, just an encoding difference — which
+	// makes checkClaimEnvelope no-op entirely. Round 5 found the same
+	// mechanism one layer earlier: a leading UTF-8 BOM (a live, plausible
+	// byte sequence — Notepad's default "UTF-8" save and PowerShell's
+	// pre-v6 Out-File/Set-Content both emit one) defeats the same prefix
+	// check before CRLF normalization even applies. Strip both, here, so
+	// every caller (hadFence/hasFence detection and frontmatterScalars)
+	// agrees regardless of encoding.
+	doc = strings.TrimPrefix(doc, "\xef\xbb\xbf")
+	doc = strings.ReplaceAll(doc, "\r\n", "\n")
+	if !strings.HasPrefix(doc, "---\n") {
+		return "", false
+	}
+	rest := doc[len("---\n"):]
+	end := strings.Index(rest, "\n---\n")
+	if end < 0 {
+		return "", false
+	}
+	return rest[:end], true
+}
+
+// frontmatterScalars extracts top-level "key: value" scalar pairs from
+// doc's leading fence block, for the claim-envelope check only — not a
+// general frontmatter parser. Indented lines (YAML block-list items,
+// wrapped values) are skipped rather than misparsed as keys, same fix as
+// hyperguild#126/#128 in the sibling packages this mirrors.
+func frontmatterScalars(doc string) map[string]string {
+	out := map[string]string{}
+	block, ok := frontmatterBlock(doc)
+	if !ok {
+		return out
+	}
+	lines := strings.Split(block, "\n")
+	for i := 0; i < len(lines); i++ {
+		line := lines[i]
+		if line != "" && (line[0] == ' ' || line[0] == '\t') {
+			continue
+		}
+		key, val, ok := strings.Cut(line, ":")
+		if !ok {
+			continue
+		}
+		val = strings.TrimSpace(val)
+		if val == "" {
+			// Round 6: a colon with nothing after it is ambiguous — it can
+			// be a genuinely empty/omitted value, or the start of a YAML
+			// block scalar whose real value lives on the indented
+			// continuation line(s) that follow (e.g. "half_life:\n
+			// durable"). Treating the latter as absent let an edit smuggle
+			// an invalid value straight past ValidateEnvelope: the field
+			// read as unset while the disk actually carried a value. Fold
+			// the continuation in as a best-effort join so oneOf() still
+			// sees it. A genuinely empty value (no indented line follows)
+			// still folds to "", preserving present()'s existing
+			// placeholder-not-assertion contract.
+			var cont []string
+			for i+1 < len(lines) {
+				next := lines[i+1]
+				if next == "" || (next[0] != ' ' && next[0] != '\t') {
+					break
+				}
+				cont = append(cont, strings.TrimSpace(next))
+				i++
+			}
+			val = strings.Join(cont, " ")
+		}
+		out[strings.TrimSpace(key)] = val
+	}
+	return out
+}

ingestion/internal/mcp/tools_notes_test.go

@@ -93,6 +93,243 @@ func TestBrainEdit_EmptyOldStrErrorNamesRawArgumentBytes(t *testing.T) {
 	assert.Contains(t, errMsg, "raw arguments were", "%v", errMsg)
 }
 
+func TestBrainEdit_RejectsAnInvalidClaimEnvelopeWrittenViaStringReplace(t *testing.T) {
+	// hyperguild#123: brain_write/brain_update both validate the claim
+	// envelope (half_life/applies/claim_provenance) before writing —
+	// brain_edit didn't, even though it's the one live, model-facing path
+	// that can rewrite an existing envelope line directly via raw string
+	// replace, no parsing involved. "same rules when a note changes as when
+	// it's born" (hyperguild#111's own framing) applies here too.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path": "wiki/homelab/facts/n.md", "old_str": "claim_provenance: asserted", "new_str": "claim_provenance: guessed",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "claim_provenance: asserted", "rejected edit must leave the note byte-identical")
+}
+
+func TestBrainEdit_RejectsAValueOnlyEditThatBreaksTheEnvelope(t *testing.T) {
+	// Found in review: the original gate (touchesClaimEnvelope) checked
+	// whether old_str/new_str mention the FIELD NAME — but a minimal diff
+	// (the natural shape of any real edit, model-generated or human) can
+	// target just the VALUE token and never mention the field name at all.
+	// "asserted" -> "guessed" on a claim_provenance line walked straight
+	// past the field-name substring check and wrote an invalid enum value
+	// with no error — the exact bypass #123 was supposed to close, closed
+	// in name only.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path": "wiki/homelab/facts/n.md", "old_str": "asserted", "new_str": "guessed",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "claim_provenance: asserted", "rejected edit must leave the note byte-identical")
+}
+
+func TestBrainEdit_RejectsAnOldStrThatCrossesTheClosingFence(t *testing.T) {
+	// Found in round-2 review: the position-based gate required old_str to
+	// be fully CONTAINED in the extracted frontmatter block (which excludes
+	// both "---" fence lines). An old_str disambiguated by extending past
+	// the closing fence into the body — a natural choice, since notes.Edit
+	// requires old_str to be unique in the file — fails that containment
+	// test, so checkClaimEnvelope skips validation entirely while
+	// notes.Edit still applies the replace verbatim. Same invalid-enum
+	// outcome as the original two bypasses, reached a third way.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path":    "wiki/homelab/facts/n.md",
+		"old_str": "asserted\n---\n\nbody",
+		"new_str": "guessed\n---\n\nbody",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "claim_provenance: asserted", "rejected edit must leave the note byte-identical")
+}
+
+func TestBrainEdit_RejectsAnEditThatRemovesTheClosingFence(t *testing.T) {
+	// Found in round-3 review: checkClaimEnvelope always validates the
+	// resulting frontmatter of `after` — but an edit whose new_str drops
+	// the closing "---" degrades `after` to "unfenced" in the same call.
+	// frontmatterBlock(after) then returns ok=false, frontmatterScalars
+	// returns an empty map, and claim.ValidateEnvelope({}) is nil by
+	// design (absent fields are valid) — so an invalid enum value lands on
+	// disk with zero error, and the note is left permanently unfenced.
+	// Structural fix: a note that had a valid fence before the edit must
+	// still have one after, or the edit is rejected outright.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path":    "wiki/homelab/facts/n.md",
+		"old_str": "claim_provenance: asserted\n---\n",
+		"new_str": "claim_provenance: not-a-real-value\n",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "claim_provenance: asserted\n---\n", "rejected edit must leave the note byte-identical, fence intact")
+}
+
+func TestBrainEdit_RejectsAnInvalidEnvelopeOnACRLFFencedNote(t *testing.T) {
+	// Found in round-4 review: frontmatterBlock's fence detection matches
+	// the literal byte sequence "---\n" / "\n---\n". A note whose fence
+	// lines use CRLF ("---\r\n") fails strings.HasPrefix(doc, "---\n") on
+	// the BEFORE read, so hadFence is false — not because the fence is
+	// missing, but because \r sits in front of every \n. hadFence&&!hasFence
+	// can then never fire, frontmatterScalars falls back to an empty map,
+	// and claim.ValidateEnvelope({}) is nil by design. No adversarial
+	// old_str/new_str crafting needed: encoding alone silently disables the
+	// whole envelope check for this note. Zero CRLF-fenced notes exist in
+	// the live corpus today, but nothing in the code prevents one.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\r\ntitle: 'n'\r\nhalf_life: durable\r\napplies: universal\r\nclaim_provenance: asserted\r\n---\r\n\r\nbody\r\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path": "wiki/homelab/facts/n.md", "old_str": "asserted", "new_str": "guessed",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "claim_provenance: asserted", "rejected edit must leave the note byte-identical")
+}
+
+func TestBrainEdit_RejectsAnInvalidEnvelopeOnABOMPrefixedNote(t *testing.T) {
+	// Found in round-5 review: the same "encoding property empties
+	// frontmatterScalars's map" mechanism as the CRLF bypass, one layer
+	// earlier — a leading UTF-8 BOM (EF BB BF) defeats
+	// strings.HasPrefix(doc, "---\n") exactly like CRLF did, before that
+	// prefix is even reached. Notepad's default "UTF-8" save and
+	// PowerShell's pre-v6 Out-File/Set-Content both emit a BOM, so this is
+	// a live, plausible authoring path, not an exotic one — same severity
+	// and same one-line cost as the CRLF fix, fixed the same way rather
+	// than deferred to hyperguild#138.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("\xef\xbb\xbf---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path": "wiki/homelab/facts/n.md", "old_str": "asserted", "new_str": "guessed",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "claim_provenance: asserted", "rejected edit must leave the note byte-identical")
+}
+
+func TestBrainEdit_RejectsAFoldedScalarThatHidesAnInvalidValue(t *testing.T) {
+	// Found in round-6 review: a different mechanism from the encoding
+	// family (rounds 1-6 were all about fence detection; this is the field
+	// extractor). old_str="half_life: durable", new_str="half_life:\n
+	// garbage-value" turns the field into a YAML block-scalar shape: the
+	// top-level line is now "half_life:" with an empty inline value, and
+	// the real value lives on the indented continuation line that follows.
+	// frontmatterScalars's indentation guard skips that continuation line
+	// outright, so the field reads as present-with-empty-value —
+	// present()'s own contract then treats that as absent (a placeholder,
+	// not an assertion) — and claim.ValidateEnvelope never sees the
+	// invalid value at all. No encoding quirk needed: one ordinary
+	// brain_edit call smuggles an out-of-enum value straight past the
+	// check the field was supposed to be validated by.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path":    "wiki/homelab/facts/n.md",
+		"old_str": "half_life: durable",
+		"new_str": "half_life:\n  garbage-value",
+	})
+	require.Contains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "half_life: durable", "rejected edit must leave the note byte-identical")
+}
+
+func TestBrainEdit_AllowsAValidClaimEnvelopeEdit(t *testing.T) {
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nbody\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path": "wiki/homelab/facts/n.md", "old_str": "half_life: durable", "new_str": "half_life: seasonal",
+	})
+	require.NotContains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "half_life: seasonal")
+}
+
+func TestBrainEdit_UnrelatedEditsSkipTheEnvelopeCheckEntirely(t *testing.T) {
+	// The gate only engages when old_str/new_str actually mention an
+	// envelope field name — an ordinary body edit on a note that happens to
+	// carry a valid envelope must not pay for (or be affected by) a check
+	// that has nothing to do with it.
+	dir := newBrainRepo(t)
+	note := filepath.Join(dir, "wiki/homelab/facts/n.md")
+	require.NoError(t, os.WriteFile(note,
+		[]byte("---\ntitle: 'n'\nhalf_life: durable\napplies: universal\nclaim_provenance: asserted\n---\n\nold body\n"), 0o644))
+	srv := mcp.NewServer(dir, nil, nil, nil)
+
+	resp := call(t, srv, "brain_edit", map[string]any{
+		"path": "wiki/homelab/facts/n.md", "old_str": "old body", "new_str": "new body",
+	})
+	require.NotContains(t, resp, "error", "%v", resp)
+
+	got, err := os.ReadFile(note)
+	require.NoError(t, err)
+	assert.Contains(t, string(got), "new body")
+}
+
+func TestBrainEditRoot_GovernanceFilesAreNeverEnvelopeChecked(t *testing.T) {
+	// CLAUDE.md has no claim-envelope concept at all — the check must be
+	// scoped to notes (ScopeNotes), never applied on the governance path.
+	srv, _, _, _ := govServer(t)
+
+	resp := authCall(t, srv, "Bearer "+capStaticTok, "brain_edit_root", map[string]any{
+		"path": "CLAUDE.md", "old_str": "# rules", "new_str": "half_life: durable",
+	})
+	require.NotContains(t, resp, "error", "%v", resp)
+}
+
 func TestBrainEdit_RefusesGovernanceFilesFromTheModelFacingTool(t *testing.T) {
 	dir := newBrainRepo(t)
 	srv := mcp.NewServer(dir, nil, nil, nil)