Skip to content

Make the profile the source of truth for author credit - #2093

Open
maebeale wants to merge 12 commits into
mainfrom
maebeale/profile-visibility-preferences
Open

Make the profile the source of truth for author credit#2093
maebeale wants to merge 12 commits into
mainfrom
maebeale/profile-visibility-preferences

Conversation

@maebeale

@maebeale maebeale commented Aug 4, 2026

Copy link
Copy Markdown
Collaborator

🤖 suggested review level: 5 Inspect 🔬 changes how every author credit renders app-wide, narrows search results, and adds an admin page

Name display was asked in two unrelated places with two different value sets — people.display_name_preference (people index) and <item>.author_credit_preference (every credit, on 8 forms). AuthorCreditable deliberately called person.full_name rather than person.name, so the per-item answer won and the profile was ignored. One facilitator could render three different ways with no single place to fix it.

Now: the profile formats every credit. The 8 per-item selects come off. The stored column is retained as the consent record, human-editable only on a new admin reconciliation page.

Two axes on the profile

Column Governs
Name format display_name_preference (4 values) Person#name and author credits
Anonymity anonymous_contributions (new) Author credits only — the person stays listed and formatted normally on the people index

The one asymmetry

A stored author_credit_preference no longer drives display — except anonymous, which is always honored while it's set. Anonymity is true if the profile says so or the item says so; neither strips the other's flag. Three reasons it has to work this way:

  1. Anonymity is inherently per-item — a person may want four stories credited and the fifth not.
  2. Admins need a per-item lever on the reconciliation page.
  3. There is no backfill, so without it every item currently storing anonymous would start rendering its author's real name on deploy.

Search now honors the preference

Anonymous → matches nothing. first_name_only → not findable by last name. first_name_last_initial → matches the initial, not the whole last name. This also meant dropping the person_first/person_last SearchCop attributes on Story/CommunityNews, which bypassed the gate entirely.

Reconciliation page (/author_credit_divergences, linked from admin home)

Content whose snapshot disagrees with its author's profile, grouped by person, filterable by person_id / type / preference / include_reconciled. Resolvable in both directions: apply one preference to the person's profile (suggested = most restrictive across their content), or edit a single item's stored value.

Worklist UX (low-tech admin): filters in a card (incl. a person remote lookup) apply live with no Filter button; per-section counts up top with jump links; each card shows the action after the supporting data; and every fix (Save / Apply to profile / Credit) posts over Turbo, re-rendering just the results frame + flash instead of reloading. Any stored value — including anonymous — can be cleared to None (follow profile) (normalizes to nil); that is how a legacy per-item flag gets drained, and it hands the item back to the profile. A section that's empty because of a filter says so rather than congratulating you and suggesting a column drop.

Legacy credits are matched by hand, never inherited

A legacy free-text name follows nobody's profile, so a legacy-credited row has no governing person. It used to be grouped on the divergences page under whoever entered it, claiming that person's profile had drifted from a snapshot that never described them. credit_governing_person now returns nil for those, and they're resolved only by matching a real person against the legacy text (section 2 already suggests one by name).

Author pickers

The picker fell back to author_person, which includes the creator — so a workshop credited to the legacy name "Lisa Cohen" rendered "Umberto User" in its own edit form, and the next save would have written that creator into author_id and destroyed the legacy credit. It now reflects only the record's own author (still defaulting to the creator on new records), and a shared note under each of the 5 pickers says when the credited person's profile suppresses credits, or when no author is set and a legacy free-text name is standing in. Community news author_id is optional on the model, so that form gained the blank option it was missing.

Also swept

Four places where a real name escaped past an anonymized credit: the variation-ideas index link, the story form's subtitle, Workshop#author_name, and two dead ResourceDecorator methods. Plus two phantom strong params (profile_show_name_preference, promoted_to_story) that referenced columns that don't exist.

Three more consistency edges: a stored anonymous outranks a legacy free-text name (that name belongs to no profile, so nothing else would suppress it); a person's public authored content goes through a credited_openly scope so a NULL snapshot (which just means "follow the profile") stays visible — a bare where.not would drop it, since NULL never compares unequal in SQL; and order_by_author COALESCEd author → creator → legacy while display used author → legacy → creator, so legacy-credited rows sorted under a name they never show.

Verified

Full suite green (5969 examples, 0 failures), rubocop clean, brakeman 0 warnings, bundler-audit clean. Drove it in the running app: each format change propagates to the index and every credit at once; both anonymity paths suppress the credit and the link; search gating confirmed against real data; both warning variants render; the reconciliation page lists, filters, and saves.

🤖 Generated with Claude Code

Copilot AI lite review requested due to automatic review settings August 4, 2026 14:11

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Copilot AI review requested due to automatic review settings August 4, 2026 14:37

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

end
end

context 'via search_by_params (the user-facing path)' do

Copy link
Copy Markdown
Collaborator Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🤖 From Claude: Behavior change worth knowing: an author name can no longer be one term of an AND full-text query (search("John technology") used to work). Honoring the credit preference needs per-person branching that a flat SearchCop index cannot express, so person-name search moved entirely to by_credited_person_name, OR-ed in by search_by_params. Single-term author search still works.

<%= link_to divergence_record_title(record), polymorphic_path(record),
target: "_blank", rel: "noopener",
title: "Opens in a new tab",
class: "text-blue-700 hover:underline" %>

Copy link
Copy Markdown
Collaborator Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🤖 From Claude: Deliberate deviation from the eyebrow convention. These link to 8 different destinations, none of which has a return_to mechanism today (they use hardcoded utility-link rows), so retrofitting all eight was out of scope here — using target="_blank" instead. Happy to do the eyebrow work as a follow-up if you would rather link in-page.

end
end

context 'via search_by_params (the user-facing path)' do

Copy link
Copy Markdown
Collaborator Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🤖 From Claude: Behavior change worth knowing: an author name can no longer be one term of an AND full-text query (search("John technology") used to work). Honoring the credit preference needs per-person branching a flat SearchCop index cannot express, so person-name search moved entirely to by_credited_person_name, OR-ed in by search_by_params. Single-term author search still works.

<%= link_to divergence_record_title(record), polymorphic_path(record),
target: "_blank", rel: "noopener",
title: "Opens in a new tab",
class: "text-blue-700 hover:underline" %>

Copy link
Copy Markdown
Collaborator Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🤖 From Claude: Deliberate deviation from the eyebrow convention. These rows link to 8 different destinations, none of which has a return_to mechanism today (they use hardcoded utility-link rows), so retrofitting all eight was out of scope — using target="_blank" instead. Happy to do the eyebrow work as a follow-up if you would rather link in-page.

<%= link_to divergence_record_title(record), polymorphic_path(record),
target: "_blank", rel: "noopener",
title: "Opens in a new tab",
class: "text-blue-700 hover:underline" %>

Copy link
Copy Markdown
Collaborator Author

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

🤖 From Claude: Deliberate deviation from the eyebrow convention. These rows link to 8 different destinations, none of which has a return_to mechanism today (they use hardcoded utility-link rows), so retrofitting all eight was out of scope — using target="_blank" instead. Happy to do the eyebrow work as a follow-up if you would rather link in-page.

Copilot AI review requested due to automatic review settings August 6, 2026 18:20
@maebeale
maebeale force-pushed the maebeale/profile-visibility-preferences branch from bdcfd5d to c1d2886 Compare August 6, 2026 18:20

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Copilot AI review requested due to automatic review settings August 8, 2026 12:03

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Copilot AI review requested due to automatic review settings August 8, 2026 12:47

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Copilot AI review requested due to automatic review settings August 8, 2026 18:13

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

@maebeale
maebeale marked this pull request as ready for review August 9, 2026 16:39
Copilot AI review requested due to automatic review settings August 9, 2026 20:00

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Copilot AI review requested due to automatic review settings August 10, 2026 02:32

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Copilot AI review requested due to automatic review settings August 10, 2026 20:52

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

maebeale and others added 5 commits August 11, 2026 02:42
Name display was asked twice with two value sets: once on the person
profile (people index) and once per item (every credit), so the same
facilitator could render three different ways with no single place to
fix it. Point credits at the profile instead.

Anonymity stays a per-item latch — a person may want four stories
credited and the fifth not, and nothing should be able to de-anonymize
an item that was submitted anonymously.

Co-Authored-By: Claude <noreply@anthropic.com>
Strip the per-item credit select from all 8 forms and show a warning
only where the stored snapshot disagrees with the profile. The stored
column stays as the consent record, editable in one place.

Search now honors the preference too: an anonymous credit matches
nothing, first_name_only isn't findable by last name, and
first_name_last_initial matches only the initial. Dropped the
person_first/person_last SearchCop attributes that bypassed this.

Co-Authored-By: Claude <noreply@anthropic.com>
Main introduced shared/_badge while this branch was in flight; the
reconciled pill was hand-rolled.

Co-Authored-By: Claude <noreply@anthropic.com>
Sort each person's suggested preference into the worklist and name it
inline (e.g. "Suggested: First name only — most restrictive across
Maria Johnson's content") so the hint is specific to the person rather
than a generic line. Add a person name-search picker to the filters and
order groups by first then last name.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
maebeale and others added 7 commits August 11, 2026 02:42
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Keeps the admin worklist open while checking a profile, matching the
content links that already open in a new tab.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Clearing a single column is what makes that column safe to drop, so each
one gets its own subsection and its own all-clear note naming the field.

Guess who each free-text name refers to so an admin confirms rather than
looks every one up, resolved in one query for the page.

Co-Authored-By: Claude <noreply@anthropic.com>
Every fix on the author credit divergences page (Save stored consent,
Apply to profile, Credit to a person) did a full-page redirect. Respond
with a Turbo Stream that re-renders just the results frame and flash, so
the worklist updates in place with no page flip. Non-Turbo requests still
redirect.

Also widen the remote-select left padding so the search icon never
overlaps the placeholder or selected value.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- author_credit returns "Anonymous" for a stored-anonymous item even when it
  carries a legacy free-text name — that name belongs to no profile, so nothing
  else would suppress it.
- Add a credited_openly scope so a NULL snapshot (which means "follow the
  profile") stays visible; a bare where.not would drop it, since NULL never
  compares unequal. Use it for a person's public authored content.
- Build the divergences result only on the frame request, so the full page load
  stays cheap.
- Under an active filter, an empty section is the filter's doing, not a
  milestone, so section-clear withholds the congratulations and cleanup note.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The divergences page couldn't finish its own job. An item whose stored consent was
"anonymous" offered no way back to "follow the profile", so the only exit was picking
a name format — re-recording a consent nobody gave. Per-item anonymity is the legacy
state this page exists to drain, and the profile is the source of truth, so clearing
it is now allowed on every row.

The author picker fell back to the creator, so a workshop credited to the legacy name
"Lisa Cohen" showed "Umberto User" in its own edit form — and the next save would have
written that creator into author_id, destroying the legacy credit. The picker now
reflects only the record's own author (still defaulting to the creator on new records)
and names the legacy credit standing in when there isn't one.

Sorting COALESCEd author, creator, legacy while display used author, legacy, creator,
so legacy-credited rows sorted under a name they never show.

A note under each author picker flags when the credited person's profile suppresses
credits, since nothing on the record itself reveals that.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
…the creator

The column reads better as the state it is than as a predicate on a collection, and
it now matches the "Anonymous contributions" label already used in the profile form
and the factory trait. The migration is unmerged, so it changes in place rather than
stacking a rename on top of itself.

A legacy free-text name follows nobody's profile, so a legacy-credited row now
reports no governing person. It was being grouped on the divergences page under
whoever happened to enter it, asserting that person's profile had drifted from a
consent snapshot that never described them. Those rows have to be matched to a real
person by hand against the legacy text — the creator is not a fallback for them.

Community news author is optional on the model, so the form offers a blank option
rather than forcing whoever edits one of the legacy authorless rows to credit
somebody before they can save anything else.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
@maebeale
maebeale force-pushed the maebeale/profile-visibility-preferences branch from a13d917 to 11fc630 Compare August 11, 2026 06:56
Copilot AI review requested due to automatic review settings August 11, 2026 06:56

Copilot AI left a comment

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Copilot was unable to review this pull request because the user who requested the review has reached their quota limit.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

2 participants