Commit Graph

335 Commits

Author SHA1 Message Date
xarmian 312cf06ce5 fix(web): merge defaults in parseSettings/parseSchema (IDEA-1487) (#564)
* fix(web): merge defaults in parseSettings/parseSchema on successful parse (IDEA-1487)

parseSettings and parseSchema only merged defaults in the catch branch.
Post-PR #562 migration backfilled NULL collections.settings to '{}', so
JSON.parse succeeds and returns a bare object — downstream consumers
read settings.layout as undefined (rendering 'layout-undefined') and
schema.fields.find as a TypeError on any collection with bare '{}'.

Merge SETTINGS_DEFAULTS / SCHEMA_DEFAULTS into the parsed object in both
branches. Explicit user-supplied fields still override defaults.

Note: QuickActionsMenu spreads parseSettings() back to the wire on edit,
so first quick-action save on a previously-bare collection now persists
{layout:'balanced', default_view:'list'} alongside quick_actions. Left
as-is — defaults migrating to wire is harmless and matches what the UI
was already rendering. Reviewer flag, not a regression.

* fix(web): fresh defaults per parse call to avoid shared mutable state (IDEA-1487 R1)

The module-level SCHEMA_DEFAULTS / SETTINGS_DEFAULTS consts introduced in
8c177d0 hold a `fields: []` array that is copied by reference under shallow
spread. Any caller that mutates `.fields` in place (push/splice/sort) on a
parsed result that fell through to the default would pollute the shared
array for every subsequent parseSchema call.

No current caller mutates, so this is latent — but defense-in-depth at the
exact boundary IDEA-1487 exists to harden. Switch to factory functions that
return a fresh object (with a fresh nested array) per call.

* fix(web): fresh array on getTerminalOptions fallback (IDEA-1487 R2)

getTerminalOptions returned the module-level DEFAULT_TERMINAL_STATUSES
array by reference on the fallback path. Same shared-mutable-state hazard
as R1's parseSchema fix — latent today (only consumer iterates), but a
defense-in-depth gap at the same boundary. Spread on return so each
caller gets a fresh array.
2026-05-15 21:44:18 -04:00
xarmian 7c663a3d3f feat(collections): add blank workspace template + retire auto-upgrade hook (IDEA-1479) (#560)
* feat(collections): add blank workspace template (IDEA-1479)

Introduces a `blank` workspace template that seeds only the two system
collections (Conventions, Playbooks) — no Tasks/Ideas/Plans/Docs, no
seeded items, no starter conventions or playbooks. Solves the
agent-self / non-template-fit use case where the existing software
templates leave undeletable ghost collections in the workspace.

Adds a new `CategoryCustom` ("Custom") top-level category so the blank
template doesn't mis-group with `startup` / `scrum` / `product`.
Category is appended last in `CategoryOrder` so it doesn't displace
recommended-path templates in the picker.

Tests:
- TestBlankTemplateShape — exactly 2 system collections, no seeds.
- TestBlankTemplateExcludesSoftwareCollections — no tasks/ideas/plans/docs.
- TestBlankTemplateAppearsInPicker — surfaces under a Custom group.
- TestSeedFromBlankTemplate — bootstrapping produces 2 collections, 0 items.

* fix: address codex review for blank template (IDEA-1479)

- CreateWorkspaceModal: remove hard-coded 'blank' picker entry that
  silently fell through to collections.Defaults(). The API-driven blank
  template (under the Custom category) is now the canonical surface.
- Dashboard: gate '+ New Task' button on tasks collection existence so
  blank workspaces don't render a button that targets a missing
  collection.
- OnboardingChecklist: accept collectionSlugs prop and filter steps
  whose target collection (plans/tasks/docs) is absent. Conventions
  step remains unconditional since the conventions collection ships
  with every template, including blank. Empty-steps guard added to
  progressPct to avoid NaN.
- web/src/lib/utils/templates.ts: add 'custom' -> 'Custom' to mirror
  the Go CategoryOrder + categoryLabels updates.
- cmd/pad/templates_picker_test.go: extend the visible-template
  assertion list to include 'blank' and assert the Custom category
  header renders.

* fix(store): gate SeedDefaultCollections on zero-collection workspaces (IDEA-1479)

The server's startup auto-upgrade hook (cmd/pad/main.go) called
SeedDefaultCollections against every workspace at boot. That hook
dates to the initial release — long before workspace templates
existed — and was written as a backfill for workspaces created
before tasks/ideas/plans/docs landed in Defaults().

Post-templates, the hook unconditionally re-materialized the
Software-template collections into any workspace missing them —
including blank-template workspaces (IDEA-1479), which ship only
Conventions + Playbooks by design. Result: every restart silently
regrew the ghost user-facing collections the blank template was
explicitly built to avoid.

Fix: SeedDefaultCollections now returns nil immediately when the
workspace has any existing collection (system or user-facing). The
rescue path still triggers for genuinely-empty workspaces, preserving
the original backfill intent.

Tests:
- TestBlankWorkspaceSurvivesSeedDefaultCollections — blank workspace
  remains 2 collections after auto-upgrade (and after a second pass).
- TestEmptyWorkspaceStillGetsDefaults — zero-collection workspace
  still gets the full Software default set.

* refactor(server): remove SeedDefaultCollections auto-upgrade at startup (IDEA-1479)

The startup auto-upgrade hook in cmd/pad/main.go dated to the initial
release, predating workspace templates entirely. Its original intent
was per-collection backfill — workspaces created before a new entry
landed in Defaults() would acquire it on next boot. Post-templates,
that semantic is incompatible with templates that legitimately
diverge from Defaults() (e.g. `blank`, which ships only Conventions
+ Playbooks by design).

Round-2 of the IDEA-1479 review attempted to keep the hook by adding
a "zero collections" guard, but Dave (after codex round 3) decided
the cleanest fix is removing the hook entirely. The codebase has
proper migration infrastructure now; any future "add a default
collection" work should land as an explicit migration where the
author chooses which workspaces to backfill.

SeedDefaultCollections itself is preserved (with the round-2 guard)
as a building block for any future explicit rescue command or
migration. Its doc comment is updated to note it's no longer
auto-invoked at startup. The round-2 regression tests
(TestBlankWorkspaceSurvivesSeedDefaultCollections,
TestEmptyWorkspaceStillGetsDefaults) still apply and pass unchanged.

* fix(store): rescue gate uses COUNT(*), not ListCollectionsMinimal (IDEA-1479)

Postgres CI on PR #560 caught a regression introduced in commit 3e71fe8:
SeedDefaultCollections's zero-collection guard called
ListCollectionsMinimal, whose SELECT uses COALESCE(settings, '') against
a JSONB column. Postgres parses the '' literal as JSON at plan time
and fails with SQLSTATE 22P02 (invalid input syntax for type json),
breaking the rescue gate and ~12 cascade test fixtures that depend on
the seeder succeeding.

The gate only needs to know whether any collection exists, not their
schema or settings. Switch to a direct COUNT(*) on the collections
table: portable across both drivers, cheaper than the minimal lister,
and avoids the broken JSON COALESCE path entirely.

Verified locally against both drivers:
  - SQLite (default): go test ./... — all PASS
  - Postgres (make test-pg infra):
    PAD_TEST_POSTGRES_URL=... go test ./... — all PASS, including
    the three direct failures (TestBlankWorkspaceSurvives…,
    TestEmptyWorkspaceStillGetsDefaults, TestSeedDefaultCollections)
    and the cascade FTS/search fixtures.

Note: ListCollectionsMinimal's COALESCE(settings, '') expression
appears to also affect production callers (handlers_dashboard,
handlers_items) on Postgres, but fixing that is out of scope for
this PR — those paths have their own tests that aren't failing in CI.
Flagged for separate follow-up.
2026-05-15 14:46:26 -04:00
xarmian d3bd1958c5 feat(web): source_url ghost-field + Refresh from source affordance (TASK-1474) (#558)
* feat(web): source_url ghost-field + Refresh from source affordance (TASK-1474)

Final slice of PLAN-1467 — wires the editor's Insert-from-URL modal
to a source_url + imported_at ghost-field stamp and adds a refresh
affordance.

Editor.svelte:
- New onImportInserted prop. Forwarded to ImportFromUrlModal's
  onInserted so the host page learns when content was spliced in.

Item editor page:
- handleImportInserted(meta): only stamps when (a) item had no
  prior content AND (b) source_url is not already set, matching
  PLAN-1467's design rule. Stamping calls api.items.update with
  {fields: JSON.stringify({...fields, source_url, imported_at})}.
  source_url + imported_at are orphan keys — internal/items/validate.go
  only iterates declared schema fields, so unknown keys round-trip
  through PATCH without migration.
- refreshFromSource(): a small button beneath the title, visible
  only when fields.source_url is set and the user has write access.
  Confirms with a window.confirm warning (diff-preview deferred per
  PLAN risks section; Yjs op-log provides recoverable history), re-
  fetches via api.importURL, replaces editor content via
  selectAll().deleteSelection().insertContent(html), and bumps
  imported_at. View-only users see a non-interactive chip that
  shows the import provenance without the refresh action.

Both Editor mounts in the page (read-only and collab-editable
branches) pass onImportInserted={handleImportInserted}.

* fix(web): hide Refresh button in raw-markdown mode per Codex review (round 1)

P2: In raw-markdown mode the rich Editor is unmounted and replaced
by RawMarkdownEditor, but the parent retains a stale Tiptap editor
instance from the previous mount. Refresh-from-source drives
content replacement through that instance, so clicking it in raw
mode either failed silently or updated an off-screen editor while
the visible raw textarea stayed stale.

Fix: gate the interactive Refresh button on `canEdit && !rawMode`.
Read-only users AND raw-mode users now see the non-interactive
provenance chip — they can still discover the import history but
can't trigger a refresh from the inappropriate context. Switching
back to rich mode re-enables the button.

* fix(web): capture item identity across refresh await per Codex review (round 2)

P1: If the user clicked Refresh from source and navigated to a
different item before api.importURL() returned, the continuation
would replace the NEW item's editor content with the OLD item's
markdown AND stamp the OLD source URL onto the NEW item via
stampSourceUrl. Both surfaces awaited the fetch without snapshotting
the item / editor at call time.

Fix in two places:

- refreshFromSource: capture `targetItem = item` and
  `targetEditor = editorInstance` before any awaits; after the
  importURL await, bail if the live item.id no longer matches OR
  the editor instance was swapped (item navigation re-mounts the
  Editor with a new instance). Toast and spinner-clear are also
  gated on the identity match so the user who navigated away sees
  the destination item's UI, not stale feedback.

- stampSourceUrl: capture `targetItem` + `targetWs` before the
  PATCH and gate the assignment to `item` on identity. Also gates
  the failure toast so a stamp on the wrong workspace doesn't
  surface an "imported, but source_url not saved" toast on an
  unrelated item.

* fix(web): always clear `refreshing` in finally per Codex review (round 3)

P2: The previous identity-guard fix only cleared `refreshing = false`
when the live item still matched targetItem. Since the route
component is reused across item navigation and loadData() doesn't
reset `refreshing`, navigating away during an in-flight refresh
left `refreshing = true` persisted on the page-level state. Opening
any other item with a source_url showed a stuck "Refreshing…"
label and a permanently-disabled refresh button.

Fix: clear `refreshing` unconditionally in the finally. Per-item
visual feedback is only meaningful while the user stays on the
originating item; a navigation already signals "user moved on", so
the spinner state shouldn't persist past it.

* fix(web): use editor.isEmpty (live) instead of item.content (stale) for source_url stamp gate per Codex review (round 4)

P2: The "stamp source_url only when item had no prior content"
check read from `item.content`, which is the DATABASE snapshot —
under collab the editor's authoritative state lives in the Y.Doc
and isn't flushed to item.content until the debounced save fires.
A user could type into a newly blank item, open Insert from URL
before the autosave landed, click Insert, and the page would mark
the (already mixed) document as source-backed and enable the
destructive "Refresh from source" affordance over their typing.

Fix:
- ImportFromUrlModal: capture `editor.isEmpty` BEFORE insertContent
  runs, pass it via a new `InsertContext { wasEmpty: boolean }`
  argument on the `onInserted` callback. Reading isEmpty post-
  insert would always be false because we just added content.
- Editor.svelte: update the onImportInserted prop signature to
  forward the InsertContext.
- Page handleImportInserted: use ctx.wasEmpty instead of checking
  item.content. The previously-empty + not-already-stamped rule
  is preserved; only the source of "was empty" changes.

Editor.isEmpty consults the live ProseMirror doc, which under
collab reflects the Y.Doc state — so this is correct in both
single-user and collab modes.

* fix(web): namespace ghost-fields under pad_ prefix + narrow stamp race per Codex review (round 5)

Two findings addressed:

P2 #2: source_url collision with collection schema fields. Renamed
the ghost-field keys to `pad_source_url` and `pad_imported_at` so
they cannot collide with a user-defined `source_url` field on the
collection schema. Every read site (handleImportInserted's already-
stamped check, refreshFromSource, the chip's render gate + title,
the page title-row block) now reads from the prefixed keys.

P2 #1: race between concurrent field PATCHes. The `updateField` and
`stampSourceUrl` paths both PATCH the full `fields` JSON blob, so
a user field edit landing concurrently with our stamp would silently
overwrite one of the two changes. Cannot be fully fixed without a
server-side partial-fields update (a bigger refactor — tracked in
IDEA-1480). Mitigation here:

  - stampSourceUrl now re-fetches the item with api.items.get just
    before the PATCH and merges its two keys onto the freshest
    server snapshot. This narrows the window from "between read and
    PATCH-land" to "between fetch and PATCH-land" (typically <100 ms).
  - In-code comment cites IDEA-1480 so future readers know the
    inherent race exists and where to track the system-wide fix.

The existing project-wide updateField path has the same race
inherent to the bulk-PATCH design; it'll be closed by IDEA-1480
when the partial-update API lands.

* fix(web): reserve pad_ field-key prefix to prevent user-defined collision per Codex review (round 6)

P2: The pad_source_url / pad_imported_at orphan keys introduced in
round 5 are still user-definable in collection schemas. A field
labelled "Pad Source URL" auto-generates pad_source_url through
slugifyKey, shadowing the import-provenance metadata. Once
shadowed, the destructive "Refresh from source" chip would render
for ordinary user data and stampSourceUrl would overwrite the
user's field on import.

Fix: extend the UI-level field-key validator in
field-editor-types.ts to reject any key starting with the
RESERVED_FIELD_KEY_PREFIX = "pad_". The two known reserved keys
(pad_source_url, pad_imported_at) are also enumerated explicitly
in RESERVED_FIELD_KEYS so the failure message points to them by
name when slugifyKey happens to produce one. Future Pad-managed
orphan keys can land under the same prefix without retroactively
breaking existing collections.
2026-05-15 02:15:47 -04:00
xarmian 3a2ee6a45d feat(web): Insert from URL — TipTap toolbar button + modal (TASK-1473) (#557)
* feat(web): Insert from URL — TipTap toolbar button + modal (TASK-1473)

Wires the editor to POST /api/v1/import/url from TASK-1472.

Pieces:
- ImportURLResponse type + api.importURL() in lib/api/client.ts.
- ImportFromUrlModal.svelte — focus-on-open URL input, fetch button,
  preview pane with detected-type tag (OpenAPI / Generic) + title +
  source_url, Insert / Cancel footer. ESC and backdrop click close.
  Insert converts markdown → HTML via the project's existing `marked`
  renderer (same shape the editor uses for setContent on load), then
  insertContent(html) splices at the cursor.
- EditorToolbar.svelte — new 🌐 button in the blocks group opens the
  modal. Optional onImportInserted callback bubbles the response
  metadata so the parent (the item editor page in TASK-1474) can
  stamp source_url / imported_at into the item's fields.

Validation: light client-side URL parse + scheme check before hitting
the server. The server's canonical SSRF guard is the authority.

Toast feedback on successful insert via toastStore.show('...', 'success').

Parent: PLAN-1467.

* fix(web): wire ImportFromUrl into Editor's slash menu + race guard per Codex review (round 1)

P1: EditorToolbar.svelte is unused legacy — the live editor mounts
Editor.svelte directly with a slash-command UI. The previous diff
added a toolbar button no user could reach. Now:

- Revert EditorToolbar.svelte to its pre-PR state.
- Add `importUrl` block type to block-types.ts (insertOnly so it
  appears in the slash menu but not in the "Turn into" menu).
- Editor.svelte's execSlash handles the new case by setting
  `importUrlModalOpen = true`; the modal is mounted at the bottom
  of the editor template. The slash command surfaces via type
  "/url", "/fetch", "/web", "/openapi", "/import", or "/page".

P2: closing or re-fetching during an in-flight request previously
let a stale response land on a fresh modal session. Now a monotonic
`requestGen` counter is bumped on (a) every new fetch start, (b)
every cancel, and (c) every reopen via the open effect. handleFetch
captures its generation before await and drops both the response
and the error if requestGen has advanced past it.
2026-05-15 00:53:00 -04:00
xarmian b1fcedd5b5 fix(editor): match slash menu against id + keywords (BUG-1419) (#551)
Typing `/h2` (or `/ul`, `/hr`, `/todo`, etc.) in the tiptap editor
auto-closed the slash menu because the filter only matched on `label`
and `description`. "Heading 2".includes("h2") is false — the space
between "Heading" and "2" breaks the substring match — and zero
matches triggers closeSlash(), so the picker vanished as soon as the
user typed the second character.

Add optional `keywords?: string[]` to BlockType and populate common
abbreviations per block (h1/h2/h3, ul/ol, todo/checkbox, hr/rule,
quote/bq, code, html, tbl, etc.). Extend getFilteredSlash() to join
label + description + id + keywords into a single lowercased haystack
and substring-match the query against it.

Pure UI filter change — Y.Doc / ProseMirror shape unchanged, no
SCHEMA_VERSION bump. Turn-into menu unaffected (no filter there).
2026-05-14 22:22:35 -04:00
xarmian 38aa872864 fix(fields,activity): debounce typed-input field saves + collapse same-field activity runs (BUG-1466) (#549)
* fix(web): debounce typed-input field saves to stop per-keystroke activity rows (BUG-1466)

Text / number / URL fields in FieldEditor wired oninput directly to
onchange, so every keystroke became an item PATCH and an activity row.
Typing `ui/editor/tiptap` into a `component` field produced a 30-step
keystroke chain in the audit metadata (visible on BUG-1419's timeline).

Wrap the typed-input branches in a 500ms idle debounce, flush on blur
so tabbing away commits immediately, and flush on unmount so navigation
never drops a pending value. Discrete inputs (select / date / checkbox,
number ±1 buttons) keep firing on the user action — they aren't typing.
Mirrors the markdown content debounce pattern in the detail page.

* fix(activity): collapse same-field runs in merged changes metadata + unify diff separator (BUG-1466)

Follow-up to the web-side typing debounce. Two related changes:

1) collapseChanges() walks the merged "; "-delimited changes string and
   collapses runs of consecutive same-field entries into a single
   "field: first-old → last-new". Drops net no-ops (typed then backspaced).
   When the web-side debounce in FieldEditor still produces multiple
   PATCHes within the 5-minute coalesce window — or for older rows that
   pre-date the debounce — the timeline now reads as one transition
   instead of a chain. Run-based (not global) collapse so interleaved
   edits on different fields keep their chronology.

2) diffFields now joins entries with "; " instead of ", " so the joiner
   is consistent with mergeActivityMeta and TimelineActivityCard.svelte's
   split delimiter. Multi-field PATCHes previously rendered as a single
   unparseable blob in the web timeline because the parser only split on
   ";" — fixed as a side-effect.

Adds TestCollapseChanges (10 cases including the BUG-1419 repro) and
TestMergeActivityMeta_CollapsesSameFieldRun. Updates the existing
TestDiffFieldsPrimitives expectation to match the new joiner.

* fix(fields,activity): two follow-ups per Codex review (round 1)

[P1] FieldEditor.svelte::handleNumberStep
  The ±1 buttons computed `(Number(value) || 0) + delta` AFTER calling
  flushPendingSave(). But `value` is the parent prop — flushing fires
  onchange asynchronously, so at the moment of the step computation
  the prop still holds the pre-typed value. Typing 10 over 5 and
  clicking + would flush 10 then send 6, overwriting the typed value.
  Compute `base` from `pendingValue` (if hasPending) BEFORE clearing
  the timer state, then send `base + delta` in one onchange call.

[P2] activities.go::collapseChanges
  The drop-net-no-op step removed entries where `from == to`. But
  diffFields intentionally emits same-display entries for
  same-cardinality structured-field replacements like
  `implementation_notes: (1 note) → (1 note)` (see
  TestDiffFieldsSameCardinalityArrayChangeStillReported) — the labels
  match because formatChangeValue summarizes by count, not content,
  but the underlying data did change. Dropping them silently hides
  real updates from the activity feed.
  Track `mergedCount` per entry: increment when collapsing a run,
  initialize to 1 on parse. Only drop when `mergedCount > 1 && from == to`
  — i.e. only when the no-op resulted from collapsing multiple input
  segments (the typed-then-backspaced case).

Tests: 2 new TestCollapseChanges cases (single structured-field
preserved, interleaved structured-field around a typed run).

* fix(fields,activity): two follow-ups per Codex review (round 2)

[P1] FieldEditor.svelte number stepper focus race
  The number ±1 buttons race with the input's onblur handler: blur
  fires before click in the natural focus-transfer flow, so
  flushPendingSave clears hasPending → handleNumberStep reads stale
  `value` from the parent prop → typing 25 over 10 and clicking +
  sends 25 then 11, losing the typed value.
  Add onmousedown={preventDefault} on both ±1 buttons. Mousedown
  precedes blur, and preventDefault on mousedown suppresses the
  natural focus transfer — the input keeps focus through the click,
  so hasPending survives until handleNumberStep reads it.

[P2] collapseChanges still drops repeated same-display structured runs
  Round 1's mergedCount>1 rule still dropped runs like
  `implementation_notes: (1 note) → (1 note); implementation_notes: (1 note) → (1 note)`
  — two real updates whose display strings happen to match because
  formatChangeValue summarises array-valued fields by count. Each
  PATCH represented a different underlying note (diffFields uses
  reflect.DeepEqual to detect that), but the merged display showed
  no transition.
  Track `hadTransition` per entry: true iff the run had a display-
  level transition (initial from != to, or a subsequent entry's `to`
  differed from the anchored from). Drop only when
  mergedCount > 1 && from == to && hadTransition — i.e. only true
  net-cancellations (typed-then-backspaced). Same-display structured
  repeats stay; real `foo → bar → foo` swings still drop.

Tests: 2 new TestCollapseChanges cases (repeated same-display preserved,
real foo→bar→foo swing still dropped).

* fix(fields,activity): two follow-ups per Codex review (round 3)

[P1] FieldEditor cross-item leak via debounce timer
  When the parent reuses a FieldEditor instance across an item swap
  (same schema, same field.key, different item — common when
  navigating between items in the same collection), the parent's
  `updateField` closure reads `item.id` at CALL time. A pending
  timer set while item A was active would fire after item B mounted,
  patching B with A's typed value.
  Two-pronged fix in FieldEditor:
  - Add a $effect that tracks the `value` prop and drops any pending
    save the moment the parent re-props us. The user actively typed
    for a now-stale context; aborting is safer than silently writing
    to the new context. Also covers external collab/SSE rebases of
    the same field on the same item.
  - Switch the unmount cleanup from flush → drop. When the parent
    navigates to an item whose schema lacks this field, the
    FieldEditor unmounts AFTER the parent's `item` has already been
    replaced, so a final onchange call would route through
    updateField → wrong item. Blur is the supported commit gesture
    (clicking elsewhere within the page, ±1 buttons, tab-out — all
    flush eagerly); unmount-without-blur is treated as "user
    abandoned the edit."

[P2] collapseChanges still dropped structured count-return swings
  Round 2's hadTransition rule still dropped a run like
  `implementation_notes: (1 note) → (2 notes); implementation_notes: (2 notes) → (1 note)`
  — the user added a note then removed the original, ending with a
  different single note. The merged display reads `(1 note) → (1 note)`
  with hadTransition=true, indistinguishable from a typed-then-
  backspaced cancellation. But formatChangeValue summaries are
  LOSSY: same display label can wrap entirely different raw values.
  Add a `hasLossySummary` flag per entry — true iff either `from`
  or `to` matches the `(text)` format formatChangeValue emits for
  structured fields. Propagate stickily across the run (any lossy
  entry pins the whole run). Skip the drop step when the run
  carries lossy summaries — we can't recover the raw delta from the
  merged string, so we preserve the entry rather than risk hiding
  a real change.

Tests: 2 new TestCollapseChanges cases (count-return swing
preserved, lossy-on-one-side still pins the run).

* fix(fields): demote hasPending from \$state to plain let — \$effect was cancelling every keystroke (round 4 [P1])

Critical regression in round 3: the value-track \$effect read
\`hasPending\` inside its body, which Svelte 5 promotes to a reactive
dependency. scheduleSave() setting \`hasPending = true\` retriggered
the same \$effect, whose body cleared the typing timer + pendingValue
+ hasPending before the debounce could fire. Net effect: typing into
any text / number / URL field was silently dropped — onchange never
ran, the field never saved.

hasPending is only read from imperative handlers (scheduleSave,
flushPendingSave, handleNumberStep, the value-track \$effect, the
unmount cleanup) — never from a template or other reactive context.
Demoting it to a plain \`let\` removes the unwanted subscription while
preserving the round-3 behaviour: external value-prop changes still
trigger the \$effect (it tracks \`value\`), the body reads hasPending
imperatively to decide whether to clear pending state.

No tests added — this is a Svelte reactivity edge case that can't
be unit-tested without a DOM. svelte-autofixer's pre-existing
"variable assigned inside \$effect" suggestion previously flagged the
hasPending mutation; that signal is gone now.

Per Codex review round 4.
2026-05-14 22:10:12 -04:00
xarmian d7b99de2fb fix(web): await workspace items before Y.Doc seed so wiki-links don't bake in as text (BUG-1461) (#548)
The slug page fired collectionStore.loadItems fire-and-forget, racing the
Y.Doc seed effect. When the seed ran with an empty items array it fell
back to raw markdown, baking literal [[X]] text into the Y.Doc. The
seed's fragment.length > 0 gate made the corruption permanent — the
seed never re-fires for that item.

Fold loadItems into loadData's Promise.all and await it before `item`
is set. Gate the call on a new workspace-scoped freshness check
(itemsAreFreshFor) rather than items.length, so a stale items array
left over from a previous workspace doesn't satisfy the guard.

itemsWorkspace is stamped only on full-workspace loads; collection-
scoped loads invalidate it so callers needing the full workspace
correctly re-fetch.

Existing items whose Y.Doc was already baked stay broken until edited
and re-saved (markdownToWikiLinks rewrites them on the save round-trip).

Verified by Codex second-opinion review.
2026-05-14 21:11:52 -04:00
xarmian 9fb6ac006b fix(web): scroll restoration via SvelteKit snapshot API (BUG-1425) (#545)
Replaces TASK-755's bespoke listing-only scroll-restoration code
with a reusable createScrollRestoration helper built on
SvelteKit's snapshot API, applied across every workspace top-
level page (item detail, collection listing, workspace home,
activity, starred, library, conventions, playbooks list/detail,
roles).

## The bug

On any workspace page, navigating away and back left the user
near the top of the page even though they had scrolled down. The
listing's old TASK-755 workaround also didn't work in practice
once the layout's .main-content overflow-y:auto landed (it had
been targeting window.scrollY which is permanently 0).

## The fix

new `web/src/lib/scroll/restore.svelte.ts`:

  createScrollRestoration({ ready, persistKey? }) returns
  { snapshot } that the page re-exports as SvelteKit's snapshot
  contract.

  Layered restoration strategy:
  1. SvelteKit snapshot (per-history-entry sessionStorage) for
     back/forward.
  2. localStorage fallback for cross-tab / workspace-switcher
     goto() (no popstate) restoration, re-fires per persistKey
     change.
  3. Per-key restoredKey one-shot so routes that reuse a
     component instance across URLs get fresh restoration on
     each new entry.
  4. snapshotKey tracks the SvelteKit-claimed key so LS
     fallback yields to a popstate snapshot.restore that beats
     the effect.
  5. ready() gate: caller-provided predicate must return true
     before we attempt to scroll, with the contract that for
     routes which reload on URL change the caller verifies
     content-vs-URL identity (e.g. item.slug === itemSlug ||
     issue-id === itemSlug). itemUrlId() prefers refs over
     slugs so the issue-id branch is the dominant URL shape.
  6. Retry loop with scrollHeight-stability gate (~250ms) and
     a 2s budget. Per-frame re-scroll handles Tiptap rendering
     content across many frames and async property-card fields.
  7. User-input bail via wheel/touchmove/keydown listeners,
     NOT a scrollY diff. The browser's default
     overflow-anchor: auto adjusts scrollTop when content layout
     shifts; that browser-driven change isn't user input and
     mustn't trigger the bail.
  8. Scroll target is .main-content (the app's actual overflow
     container set by the root layout), NOT window. Window's
     scrollY/scrollTo is a no-op for this app's chrome.

## Per-page integration

Each workspace page calls createScrollRestoration() with a
ready() predicate appropriate to its loading shape and a
pathname-keyed persistKey. The collection listing's persistKey
deliberately excludes ?search and showArchived (filter toggles
call goto({replaceState}) and would otherwise jump scroll
mid-interaction).

## Code path summary

- web/src/lib/scroll/restore.svelte.ts — new helper (~460 lines
  with extensive design notes).
- workspace +page.svelte and 9 other route files — thin call
  sites adding ~10-30 lines each.
- [collection]/+page.svelte — removes ~140 lines of TASK-755's
  bespoke localStorage + double-RAF code in favor of the
  helper.

Net: +637 / -149.

## Verification

- make check passes (golangci-lint, go test, npm run build).
- svelte-check 0 errors.
- Manual repro of the canonical scenario (item → wiki-link
  child → back) confirmed working including the
  multi-section ChildItems layout that exposed the
  scroll-anchoring bail bug.

## Development trail (squashed from 11 commits)

This commit is the final state of an unusually long iteration:
Codex was consulted 5 times in a review loop and produced a
sequence of correct-but-insufficient fixes (self-cancelling
effect, lifetime-scoped guard, stale-content race, slug/ref
match, snapshot/LS race, per-key reset) all of which were
operating on the wrong measurement: window.scrollY. Once
diagnostic console.logs were added (round 9) the actual problem
fell out in two rounds — wrong scroll target, then wrong bail
signal. Lesson: when behaviour doesn't match logic, instrument
before iterating.
2026-05-14 13:22:54 -04:00
xarmian 2a5b0113d8 feat(web): surface invocation_slug + arg count on library playbook cards (TASK-1399) (#528)
* feat(web): surface invocation_slug + arg count on library playbook cards (TASK-1399)

Adds the PLAN-1377 invocation surface to the playbook library UI so
users can see at a glance what makes an invokable playbook different
from a passive checklist.

- web/src/lib/types/index.ts: add LibraryPlaybookArgument type;
  extend LibraryPlaybook with optional invocation_slug + arguments
  matching the Go struct shape (T1).
- web/src/lib/api/client.ts: activatePlaybook payload now forwards
  invocation_slug + arguments into the seeded item's fields JSON
  when set, mirroring ShipPlaybook() and the CLI/MCP activate paths
  fixed in T1.
- web/src/routes/[username]/[workspace]/library/+page.svelte:
  - Playbook cards render `/pad <slug>` chip (mono, green) when
    invocation_slug is set.
  - Render `N arg{s}` badge (amber) when arguments has entries.
  - Both badges are conditional, so legacy library entries that omit
    them render unchanged.

Verified: `npm run build` clean. Cards for trigger-only playbooks
look unchanged; future invokable entries (T3-T5) will pick up the
new chips automatically.

Parent: PLAN-1397.

* fix(library): use template-literal expression for slug-chip title per Codex review (round 1)

Round 1 P1: the `title="Invoke via \`/pad {slug}\`"` form on line 218
tripped Svelte's parser because the literal backticks inside the
quoted attribute value were interpreted as template-literal
delimiters mid-attribute. `svelte-check` reported 9 errors on the
line; vite build accepted it but the type-check did not.

Fix is the form Codex suggested: pass the value as a JS expression
with a real template literal:

  title={`Invoke via /pad ${playbook.invocation_slug}`}

svelte-check now reports 0 errors on the file. The remaining warnings
in the output are pre-existing in unrelated files (NestedChildren,
ChildItems, roles, admin) and are out of scope for this PR.
2026-05-13 00:34:09 -04:00
xarmian 1d3b1a5355 feat(web): first-class playbook editor — slug validation, args builder, test invocation (TASK-1384) (#524)
* feat(web): first-class playbook editor — slug validation, args builder, test invocation (TASK-1384)

Builds the first-class playbook editing experience for PLAN-1377's
invocation model. New surface area:

- arguments.ts — shared parser/generator for the playbook body's
  ## Arguments section, plus the canonical invocation_slug regex,
  the skeleton-template body inserted on new, and a buildTestInvocation
  helper that produces the three command renderings (Claude Code, CLI,
  pad_playbook MCP JSON) from a slug + sample inputs. The structured
  arguments JSON field is canonical; the markdown section round-trips.

- PlaybookFormFields.svelte — reusable Svelte 5 component with the
  structured slug input (kebab-case validation + workspace-scoped
  uniqueness check, debounced 300ms), trigger selector with
  Other-(custom) escape hatch, scope + status selectors driven by the
  collection schema, an arguments builder (add/remove/edit each
  PlaybookArgument card, with type-specific options for enums), and
  the test-invocation helper. Args ↔ body section is two-way bound via
  signature-key tracking to avoid reactive loops.

- playbooks/[slug]/+page.svelte — dedicated edit page that loads an
  existing playbook, hosts the title input + Save/Cancel actions, and
  splits the layout (form fields | body textarea). Builds the canonical
  fields object on save: arguments stored as a JSON value, empty
  invocation_slug omitted entirely so the optional column stays clean.

- playbooks/+page.svelte (list) — pre-fills the new-form textarea with
  PLAYBOOK_SKELETON_BODY when opened, embeds PlaybookFormFields beside
  the body textarea so every new playbook gets the same affordances,
  and emits the canonical fields shape on create.

Acceptance:
- Creating from "+ New" shows the skeleton template
- Non-kebab-case slug → inline error
- Duplicate slug → debounced inline error
- Arguments builder mutations update the body's ## Arguments section
- Editing the markdown section reflects back in the structured form
- Test invocation shows /pad ship PLAN-609 stop-after-each merge-strategy=rebase

Parent: TASK-1384 / PLAN-1377.

* fix(web): collection guard + preserve custom triggers + carry duplicate args per Codex review (round 1)

Codex round 1 findings:

1. [P2] Edit page used cross-collection api.items.get; /playbooks/TASK-1 could
   load a task and Save would rewrite its fields as a playbook. Added a
   collection_slug guard — if the loaded item isn't a playbook, show a toast
   ('Not a playbook — TASK-1 lives in tasks') and refuse to render the editor.

2. [P2] Snap effects in the list page (newTrigger/newScope) were forcing
   the form's current value into the schema list. When a user typed a
   custom trigger via PlaybookFormFields' 'Other…' mode, the snap silently
   replaced it with the first schema option. Gated both snaps on
   !showNewForm so they only fire while the form is closed (initial
   schema-vs-default reconciliation), leaving user edits untouched.

3. [P3] duplicatePlaybook dropped the arguments contract. A copy of an
   argumented playbook silently lost its arg spec while the body still
   described them. Carry forward fields.arguments on duplicate.
   invocation_slug is intentionally still dropped — a duplicate would
   clash on the unique index — but arguments are non-unique and safe.

Parent: TASK-1384 / PLAN-1377.

* fix(web): hide create-form status selector overridden by submit buttons per Codex review (round 2)

Codex round 2 finding:

[P2] PlaybookFormFields.status was wired into the new-form but the
'Create as Draft' / 'Create as Active' submit buttons pass their status
literal directly to createPlaybook(status), silently overriding any
status the user selected (deprecated, especially).

Added a hideStatus prop to PlaybookFormFields, defaulted to false (edit
page keeps the selector). Pass hideStatus={true} from the create form
where the buttons already own status. Edit-page UX unchanged.

Parent: TASK-1384 / PLAN-1377.

* fix(web): preserve unknown fields on playbook save per Codex review (round 3)

Codex round 3 finding:

[P2] save() rebuilt the fields object from scratch (status/trigger/scope/
arguments/invocation_slug), so api.items.update — which replaces the
whole fields JSON blob — would silently drop any custom workspace
fields or future metadata the form doesn't render. Fixed by seeding
the saved fieldsObj from parseFields(item) so unknown keys survive
the round-trip. Empty invocation_slug now explicitly deletes the
key rather than persisting an empty string that would still hit the
unique index.

Parent: TASK-1384 / PLAN-1377.

* fix(web): clear stale item on load + coerce typed default values per Codex review (round 4)

Codex round 4 findings:

[P2] loadItem catch path left the previously-loaded playbook editable
when a re-fetch under a new slug failed. Cleared item = null at the
start of every load and on the error path so a 404 renders 'Playbook
not found' instead of letting the user edit the stale item.

[P2] PlaybookFormFields' Default input always stored the value as a
string; flag/number defaults like 'true' or '5' were serialized as the
strings '"true"' / '"5"' into fields.arguments. The server passes
defaults opaquely, so agents got the wrong types when binding. Added
coerceDefaultForType in arguments.ts (mirrors the markdown parser's
coerceDefaultValue rules) and applied it from argumentsToJSON before
serialization.

Parent: TASK-1384 / PLAN-1377.
2026-05-12 21:01:39 -04:00
xarmian c38b3bf5cd feat(playbooks): add invocation_slug + arguments schema fields (TASK-1378) (#517)
* feat(playbooks): add invocation_slug + arguments schema fields (TASK-1378)

Foundational change for PLAN-1377 — playbooks become first-class invokable
procedures. Two new optional fields land on the Playbooks collection
schema:

- `invocation_slug` (text, kebab-case, unique-per-workspace among non-null
  values): enables `/pad <slug>` direct invocation. Nullable so
  trigger-only playbooks (e.g. on-release checklists) don't need one.
- `arguments` (json, array of {name, type, required, default, description}):
  declares the playbook's argument contract; mirrors the body's
  `## Arguments` section in queryable form.

Plumbing pieces:

- `models.FieldDef` grows two general-purpose options — `Pattern` for
  regex validation and `UniqueScope` for collection-level uniqueness.
  Both are opt-in; existing schemas are unaffected.
- `items.ValidateFields` learns the `json` field type (accepts any
  JSON-decodable value) and applies `Pattern` to string-typed values.
- `handlers_items.checkUniqueFields` queries `Store.ListItems` to enforce
  `UniqueScope == "workspace_collection"` on create + update.
- Two migrations (SQLite 054, Postgres 033) JSON-patch the playbooks
  schema on existing workspaces so the new fields show up without a
  workspace re-init.
- TypeScript `FieldDef` mirrors the Go side.

Parent: PLAN-1377.

* fix(playbooks): address Codex review round 1 findings (TASK-1378)

P1 — EditCollectionModal now round-trips opaque pattern/unique_scope
metadata. EditableField carries the new keys; the load + save paths
preserve them so re-saving the playbooks collection from the UI doesn't
strip server-side validation rules the modal doesn't yet expose
dedicated controls for. fieldFromDef mirrors the change for templates.

P2 — checkUniqueFields' pre-write ListItems check is now backed by a
partial unique index (idx_items_invocation_slug_per_collection,
SQLite + Postgres) scoped to non-empty, non-deleted rows. The pre-check
still gives users a friendly error message in the common case; the
index closes the TOCTOU race between two concurrent writers. The
create-conflict error message is now generic enough to cover both the
slug constraint and the new invocation_slug index.

P2 — `json` field type now rejects raw strings, numbers, and bools. Only
objects, arrays, and null are accepted, so a generic web text input
can't silently corrupt a structured field by emitting "[]" instead of
an actual array. FieldEditor.svelte routes `json` fields to a
read-only summary in both readonly and edit modes; dedicated editors
(like TASK-1384's playbook editor that owns `arguments`) own the
structured form.

P3 — invocation_slug regex now requires a minimum of two characters
(`^[a-z0-9][a-z0-9-]*[a-z0-9]$`) in the Go const, the SQLite migration,
the Postgres migration, and the validate tests. Single-letter slugs
would shadow plausible NL tokens (e.g. `/pad a ...`) and the doc
comment already claimed the two-char floor; this aligns code with
intent.

Parent: PLAN-1377.

* fix(playbooks): address Codex review round 2 findings (TASK-1378)

P2.1 — checkUniqueFields no longer passes IncludeArchived=true. The
application-layer pre-check now matches the partial unique index's
`deleted_at IS NULL` predicate so a soft-deleted playbook releases its
slug back to the pool and reclaiming it succeeds instead of 409'ing.

P2.2 — handleUpdateItem now maps UNIQUE constraint / duplicate key
errors from UpdateItem to HTTP 409, mirroring the create path. A true
concurrent-update race that slips past checkUniqueFields and trips the
partial unique index used to surface as a misleading 500.

(Not addressed in this round: Codex's third finding — concern about the
partial unique index applying to "every collection" — is, on close
reading, not what the index does. `ON items(collection_id, json_extract(...))`
scopes uniqueness to the (collection_id, slug) pair, so two items in
different collections with the same `invocation_slug` value coexist
fine. The migration-failure risk is theoretical: `invocation_slug` is
a brand-new field key, so no pre-existing items can have it set, and
no migration-time duplicates can exist. If a future custom collection
adopts the same field name, opting into per-collection uniqueness is
exactly the intended semantic of FieldDef.UniqueScope.)

Parent: PLAN-1377.

* fix(playbooks): map restore-path UNIQUE violations to 409 (TASK-1378)

Codex round 3: restoring an archived playbook can hit the partial
unique index on invocation_slug if a replacement item already claimed
the slug. Map UNIQUE constraint / duplicate key errors from RestoreItem
to HTTP 409 with a targeted message, matching the create + update paths.

Parent: PLAN-1377.

* fix(playbooks): map collab-snapshot UNIQUE violations to 409 (TASK-1378)

Codex round 4: the collab-snapshot PATCH branch under
`s.collab.UnderItemLock` ran its own UpdateItem call and fell through
to writeInternalError on any non-stale-snapshot error. A concurrent
edit racing the invocation_slug partial unique index would surface as
500 instead of 409. Mirror the main UpdateItem error mapping.

Codex's other round-4 finding — the partial unique index applying to
"every collection" — is not addressed because the index IS already
collection-scoped: `ON items(collection_id, json_extract(fields,
'$.invocation_slug'))`. Two items in different collections with the
same slug coexist; only same-collection duplicates conflict. Migration
duplicates are impossible because `invocation_slug` is a brand-new
field key with no pre-existing items setting it. A custom collection
that later adopts the same field name opts into per-collection
uniqueness, matching the FieldDef.UniqueScope="workspace_collection"
semantic.

Parent: PLAN-1377.
2026-05-12 17:17:56 -04:00
xarmian 9cbb08a16c feat(web): wire ContentError + retry for HTTP fail, collab offline, stuck-connecting (TASK-1376) (#516)
* feat(web): wire ContentError + retry for HTTP fail, collab offline, stuck-connecting (TASK-1376)

Three failure modes now surface ContentError with a retry path:

1. HTTP load error (page-level): the {:else if error} branch
   replaces the literal `<div class="center-message">{error}</div>`
   with <ContentError onRetry={loadData}>. Users can recover without
   navigating away.

2. Collab offline: when the WS provider hits the OFFLINE_THRESHOLD
   (3 consecutive failed reconnects) and `state === 'offline'`, the
   editable {:else if ydoc} branch surfaces ContentError instead of
   the empty Y.Doc editor.

3. Stuck-connecting: a 10s timer-driven $effect sets
   staleConnecting=true if the provider sits in `connecting` without
   ever syncing. Same ContentError UI as offline. Timer is cleared
   on state change, hasEverSynced flip, or provider rebuild.

Retry path (retryCollabSync) mirrors the server-driven force_refresh
dance:

  1. Clear staleConnecting (state will reset naturally on rebuild).
  2. Refetch items.content so the lazy-seed (TASK-1261) on the new
     Y.Doc has canonical content.
  3. Bump forceRefreshNonce → the existing collab $effect tears down
     the dead provider, mints a new one. The TASK-1375 reset $effect
     handles `hasEverSynced=false` and `editorInstance=null` as part
     of that rebuild, so retry doesn't need to touch them directly.

Error gate is placed BEFORE the skeleton gate in the {:else if ydoc}
branch so stuck-connecting flips out of shimmer-forever and into a
clear error UI at the 10s mark.

CONVE-606: the stuck-connecting $effect has a single clean dependency
list (collabProvider + state + hasEverSynced); the latch is a pure
imperative flag flipped by a setTimeout, not derivable.

Parent: PLAN-1373. Resolves BUG-1372 (final piece).

* fix(web): preserve local edits on retry, reset staleConnecting per provider (TASK-1376 round 1)

Codex round 1 caught three correctness issues in the initial retry
wire-up; addressed all of them.

P1 — retryCollabSync was overwriting local edits.
The original (lifted from onForceRefresh) refetched items.content
before bumping forceRefreshNonce. In the server-driven
force_refresh case that's correct because the server is the source
of truth. In the retry case the LOCAL Y.Doc is the canonical view
(it may hold unflushed user typing from the offline/connecting
window); shoveling stale server content into \`item\` before the
cleanup's flushCollabNow ran risked the lazy-seed on the new Y.Doc
re-encoding the stale view, then the next flush PATCHing that back
over the user's just-persisted edits.

Fix: drop the refetch. The collab \$effect cleanup already calls
flushCollabNow on tear-down (lines ~727–729), preserving local
edits via PATCH BEFORE the new provider mints a fresh Y.Doc. The
new provider's WS replay reconciles against server state via the
op-log; if the cursor has been pruned the server sends a real
force_refresh which goes through onForceRefresh (which DOES
refetch — correctly).

P2 (first) — failed retry left staleConnecting=false with no
retry affordance. Gone naturally: retryCollabSync is now
synchronous with no failure path.

P2 (second) — staleConnecting was not reset when collabProvider
rebuilt. The early-return-on-null path skipped the false-reset,
so a stuck-connecting flag from a previous provider carried into
the new one, showing error UI immediately instead of granting
the fresh 10s grace.

Fix: unconditional \`staleConnecting = false\` at the top of the
effect (after the null guard). Only the 10s timer can flip it
back to true.

Codex round 1.

* fix(web): gate offline error UI on !hasEverSynced to protect local edits (TASK-1376 round 2)

Codex round 2: the fire-and-forget flushCollabNow in the collab
\$effect cleanup is racy — it kicks off a PATCH but doesn't await
runCollabFlush or update local item.content. The new provider's
lazy-seed reads item.content (stale relative to the local Y.Doc),
encodes it into a fresh op-log, then the next 5s flush PATCHes that
stale content back over the user's just-flushed edits.

Real fix: don't expose retry when there are local edits at risk.

The template's error gate now reads:

  (collabProvider?.state === 'offline' && !hasEverSynced) || staleConnecting

Both branches imply !hasEverSynced, so the current Y.Doc has never
received a sync and therefore cannot hold user edits. retryCollabSync
is safe in that universe — tearing down the provider can't lose
unflushed work.

For state === 'offline' WITH hasEverSynced=true (was synced, then
got disconnected), the editor stays mounted with its bound Y.Doc:

  - The corner badge (line ~1700) already signals offline via the
    four-state pending-sync indicator.
  - CollabProvider's reconnect loop keeps trying with exponential
    backoff (1s → 30s capped); auto-recovery is the path.
  - In-progress user edits remain bound to the live Y.Doc;
    nothing destroys them.
  - When the WS comes back, normal sync flow reconciles.

This is also a better UX than the prior "wipe editor, show error" —
a user mid-edit doesn't lose their working canvas when their wifi
hiccups.

Codex round 2.
2026-05-12 12:34:34 -04:00
xarmian 1af63e3a47 feat(web): wire ContentSkeleton into item detail loading + collab-sync (TASK-1375) (#515)
* feat(web): wire ContentSkeleton into item detail loading + collab-sync (TASK-1375)

Two gaps where the item detail page would show a blank body:

1. HTTP-load gap — `{#if loading}` rendered the literal string
   "Loading..." while loadData()'s GET was in flight. Now renders
   <ContentSkeleton variant="page" />.

2. Collab-sync gap — for editable items, the Editor mounted on
   `ydoc !== null` but content lives in the Y.Doc which starts
   empty until the WS replays the op-log. On slow/broken
   connections this looked indistinguishable from a genuinely
   empty item. The {:else if ydoc} branch now renders
   <ContentSkeleton variant="inline" /> while
   `collabProvider.state === 'connecting' && !hasEverSynced`.

The `hasEverSynced` latch (split into two $effects per CONVE-606
— route-change reset on item.id vs reactive-state-sync on
collabProvider.synced) ensures mid-session `reconnecting` does
NOT re-show the skeleton over already-rendered content. The
reset on item navigation handles SvelteKit's reuse of
+page.svelte across [slug] changes.

Error UI and retry (offline state, stuck-connecting timeout) is
TASK-1376's scope — this PR is skeleton-only.

Parent: PLAN-1373. Resolves part of BUG-1372.

* fix(web): reset hasEverSynced on provider change, not just item.id (TASK-1375 round 1)

Per Codex review: the original `void item?.id` reset dependency
missed two cases where the same item gets a fresh unsynced Y.Doc:

  1. Raw -> Rich mode toggle (collabKey derives from rawMode, so
     the collab $effect tears down + rebuilds the provider but
     item.id is unchanged).
  2. forceRefreshNonce bump (server force_refresh or a future
     TASK-1376 retryCollabSync), which rebuilds the provider
     against the same item.

In both cases hasEverSynced=true survived the rebuild, the
skeleton gate bypassed, and the editor mounted on the new
unsynced Y.Doc showing blank — re-opening the very pre-sync
empty window the skeleton was meant to close.

Fix: depend on `collabProvider` (the reactive variable, not its
fields). Any provider instance change — navigation, mode toggle,
nonce bump, cleanup-to-null — fires the reset. Strictly more
correct than item.id since it also covers same-item rebuilds.

Codex round 1.

* fix(web): null editorInstance on provider change (TASK-1375 round 2)

Per Codex review round 2: `editorInstance` is set by the Editor's
`onEditor` callback on mount but is NOT re-nulled on unmount. During
the connecting-skeleton window for a same-item provider rebuild
(rawMode toggle, force_refresh), the old <Editor> unmounts but
`editorInstance` still points at the previous (now-destroyed)
instance.

If an `applier_request` frame arrives on the new provider during
that window, `onApplierRequest` would call `setContent` on the
WRONG editor (or a destroyed one) instead of returning false and
letting the server fall back to a direct items.content write.

Fix: null `editorInstance` in the same reset $effect that resets
`hasEverSynced`. The new editor's onEditor callback re-populates
the reference once it mounts after the skeleton phase.

Codex round 2.
2026-05-12 11:58:33 -04:00
xarmian 307d6e7221 feat(web): add ContentSkeleton + ContentError primitives (TASK-1374) (#514)
Two reusable presentational components for the item-detail loading
and error UX work in PLAN-1373:

- ContentSkeleton: CSS-only shimmer placeholder with 'page' / 'inline'
  variants. Respects prefers-reduced-motion. Pure presentational, no
  Pad-state imports.
- ContentError: centered title + optional detail + Try again button.
  Mirrors EmptyState's visual language.

Both use Svelte 5 runes, design tokens, and a11y attributes
(role=status / role=alert, aria-hidden on decorative bars/icon).

No wiring yet — TASK-1375 and TASK-1376 consume these.

Parent: PLAN-1373.
2026-05-12 11:17:52 -04:00
xarmian 350e8ef576 feat(web): saved view defaults applied on collection-page entry (TASK-1366) (#512)
* feat(web): saved view defaults applied on collection-page entry (TASK-1366)

Phase 3d of the local-first read model (PLAN-1343 / DOC-1342): per
the design note's recommendation, persist the user's preferred saved
view per (workspace, collection) in localStorage and re-apply it on
mount. No schema change in v1; cross-device sync can come later as a
server-side `is_default` column on saved views.

Behavior
- localStorage key: `pad-default-view:<wsSlug>:<collSlug>` → view id.
- On collection-page mount, after `savedViews` loads, look up the
  default and call `applyViewConfig` automatically.
- URL-driven state wins: if the user arrived via a shared link with
  `?q=...` or `?status=...`, the default is skipped so the link's
  intent isn't hijacked.
- "Make default" / "Default ★" toggle next to the saved-views bar
  flips the persistence state for the currently active view. The
  active default also renders a small pin icon on its tab so users
  can see which view is current at a glance.
- `deleteView` clears a dangling localStorage pointer when the
  default view is the one being removed.
- localStorage failures (private mode, quota) degrade silently — the
  toggle still works for the session.

Out of scope (deferred to a future PR)
- Cross-device sync via a server-side `is_default` column.
- Sharing defaults across workspace members.
- Auto-save view config changes back to the underlying saved view.

Parent: PLAN-1343. Completes Phase 3 of DOC-1342.

* fix(web): gate default-view apply on metaLoading per Codex review (round 1)

Codex round 1 P1 #1: `loadCollection` flips `metaLoading=true` at
entry, assigns `savedViews` mid-flight, then calls
`loadUrlFilters()` synchronously near the end, and only flips
`metaLoading=false` in the `finally` block. My default-view
effect tracked `savedViews` and ran as soon as it changed — so
a shared link like `?q=foo` could land in the local state AFTER
the savedViews assignment but BEFORE `loadUrlFilters` populated
`searchQuery`. The effect saw an empty searchQuery, thought there
were no URL overrides, and applied the default — clobbering the
incoming URL.

Codex round 1 P1 #2: on client-side navigation across collections,
`defaultViewApplied` got reset by the route-change effect but
`savedViews` still held the PREVIOUS collection's views until the
new fetch resolved. The default-apply effect would run with the
wrong list, fail to find the new collection's default view id in
the stale list, and ERASE the localStorage pointer — wiping the
default on every cross-collection navigation.

Gate the effect on `!metaLoading`. `metaLoading=false` only
fires after BOTH the new `savedViews` is assigned AND
`loadUrlFilters()` has run, so both races are eliminated.

* fix(web): URL-override check reads page.url directly per Codex review (round 2)

Codex round 2 P1: `?view=board` URLs are explicit user intent but
my urlOverrides check only looked at `searchQuery` and
`activeFilters`, so view-only URLs would be overwritten by the
default-view apply.

Codex round 2 P2: `loadUrlFilters` doesn't clear absent params, so
parsed `searchQuery` / `activeFilters` can carry leftover values
from the previous route on cross-collection navigation. A clean
URL on the new route would then look "overridden" via stale
parsed state, and the default would be incorrectly skipped.

Both fixed by reading `page.url.searchParams.size` directly. The
collection page only writes user-driven params (view, q, field
filters), so any non-empty searchParams signals explicit intent.
2026-05-12 01:08:38 -04:00
xarmian 06c5e5cd2d feat(web): CommandPalette uses localSearch (TASK-1365) (#511)
* feat(web): CommandPalette uses localSearch (TASK-1365)

Phase 3c of the local-first read model (PLAN-1343 / DOC-1342): wire
the global CommandPalette / top-bar search to localSearch.

Behavior
- Default scope: search the current workspace's in-memory MiniSearch
  index synchronously on every keystroke. No network round-trip, no
  200ms debounce — sub-millisecond typing.
- "All workspaces" toggle: when on, also search every other workspace
  whose localIndex is `'ready'` (i.e. already hydrated this session).
  Results from every ready workspace are merged by score, ties broken
  by `updated_at DESC`. Toggle state persists to localStorage so it
  survives reloads. Hidden when only one workspace is ready (no
  point showing a no-op toggle).
- Cross-workspace navigation: each local result carries its source
  workspace slug + owner_username so `selectResult` navigates to the
  right route — `selectResult` falls back to `workspaceStore.current`
  for server hits.
- Server fallback paths:
   * `body:` / `content:` queries — local index doesn't hold the
     rich-text body, so server FTS is the only way to grep.
   * No ready workspaces yet (cold session) — falls through to
     `api.search` so the palette still works pre-bootstrap.
- Reactive: a single `$effect` watches `query`, `searchAllWorkspaces`,
  filter chips, every workspace's `localSearch.epoch`, and the
  current workspace's bootstrap state — so SSE-driven upserts and
  hot toggle flips re-rank without manual `doSearch()` calls. The
  `oninput={doSearch}` handler is removed; reactivity does the work.
- Drops `result-count`, `loadMore`, and facets on the local path —
  local results aren't paginated (everything's in RAM, capped at
  `PAGE_SIZE * 2` for display); facets are a server-only feature.

Parent: PLAN-1343.

* fix(web): hide Load more on local search path per Codex review (round 1)

Codex round 1 P2: `total` was set to the pre-slice
`filtered.length` while `results` was capped at `PAGE_SIZE * 2`.
That made the "Load more" affordance show when local matches
exceeded the cap — and clicking it would call `api.search`, which
injects single-workspace server-FTS rows into the local
(potentially cross-workspace) result set.

Set `total = results.length` on the local path so the affordance
stays hidden. Local results are all in RAM; if the result count
exceeds the display cap the right answer is a tighter query, not
a paginated server fetch.

* fix(web): current-workspace fallback + filter chip persistence per Codex review (round 2)

Codex round 2 P2 #1: with `searchAllWorkspaces` on, if the current
workspace was still bootstrapping but any OTHER workspace was ready,
`ready.length > 0` sent the search down the local-only path —
omitting current-workspace results entirely. The toggle is meant to
widen the search, never to replace the current workspace.

Add an explicit `currentReady` check: only take the local path
when the current workspace is ready. Otherwise fall through to the
server (which will return the current workspace's results too).

Codex round 2 P2 #2: filter chips were gated on `facets` (server
only). Switching from server → local with a filter active would
hide the chip but keep the filter applied. Add a fallback row that
shows the active chip(s) on the local path so they're visible and
clearable.

* fix(web): stale-response guard + status filter under-fill per Codex review (round 3)

Codex round 3 P2 #1: server search responses had no stale-response
guard. A request started while `currentReady` was false (or for a
`body:` query) could return after the local path had already
rendered and clobber local results — including reintroducing
`total > results.length` and the Load more button. Snapshot the
query + `searchAllWorkspaces` flag at dispatch; only apply the
response if both still match. The same guard protects the catch
and finally branches.

Codex round 3 P2 #2: local status filtering was applied AFTER the
per-workspace `localSearch.search(... limit: 20)` cap, so a status
chip could under-fill or empty the result set even when matching
items existed beyond the cap. Expand the per-workspace pull by 5x
when `filterStatus` is active so the post-fetch filter has
headroom. (The collection filter doesn't need this because it's
passed directly to `localSearch.search`, which filters inside
the index walk.)

* fix(web): full-scope stale-response guard per Codex review (round 4)

Codex round 4 P2: the R3 stale-response guard only snapshotted
`query` and `searchAllWorkspaces`. An in-flight server response
could still clobber newer local results after `currentReady`
flipped to true, or overwrite results after a filter chip changed
with the same query.

Snapshot the full dispatch scope (query, toggle, filter chips,
current workspace slug, currentReady-vs-body branch) at request
time and gate every `results = ...` site on `isSameDispatch()`.
Once the current workspace hydrates, a server response from a
`!currentReady` snapshot is no longer authoritative.

* fix(web): read live currentReady + guard loadMore per Codex review (round 5)

Codex round 5 P2 #1: my R4 `isSameDispatch` captured
`currentReady` at dispatch time, so the check stayed stale once
the index hydrated mid-request — the cold server response still
matched and clobbered the local results that the readiness effect
had just produced. Switch to reading live state via
`localIndex.bootstrapStateFor(snapshotWsSlug)` inside the guard;
captured `snapshotCurrentReady` is removed.

Codex round 5 P2 #2: `loadMore` only snapshotted query/filters. A
server-page request in flight could append rows after the scope
changed (current workspace hydrated, all-workspaces toggle flipped).
Add the same full-scope guard — query, toggle, both filter chips,
workspace slug, and live-readiness — and bail if any has shifted.

* fix(web): loadMore handles body: prefix correctly per Codex review (round 6)

Codex round 6 P2: `loadMore` was sending the raw `query` to
`api.search`, so page-2 of a `body:foo` search hit the server
with the literal `body:foo` token. Worse, the live-readiness guard
from R5 dropped body: page-2 responses whenever the current
workspace was ready — but body: searches NEED the server (the
local index doesn't carry content), so they should bypass that
guard.

Parse the query in `loadMore` and send the stripped `parsed.text`
when the body prefix is present. Body queries are now exempt from
the live-readiness drop; only non-body server pagination needs to
worry about the path swap.

* fix(web): body queries skip local-index dependency tracking per Codex review (round 7)

Codex round 7 P2: the search-dispatch effect always tracked
`localIndex.bootstrapStateFor` and `localSearch.epoch` for every
workspace, including for body: queries. An SSE-driven epoch bump or
hydration completion mid-flight would re-fire doSearch from offset 0
and wipe an in-flight `loadMore` append on the body: path.

Gate the local-index dependency reads on `!parsed.body`. Body
queries hit server FTS exclusively (the local index doesn't carry
content), so their result set is unaffected by client-side mutations;
skipping the tracking eliminates the loadMore race without losing
incremental-update behavior for local searches.

* fix(web): short-circuit local-state reads in doSearch for body queries per Codex review (round 8)

Codex round 8 P2: even after R7 made the `$effect` skip explicit
localIndex/epoch reads for body queries, `doSearch()` still
synchronously called `readyWorkspaces()` and
`localIndex.bootstrapStateFor()` BEFORE branching on `parsed.body`.
Those reads register as reactive dependencies of the caller, so a
mid-flight SSE bump or hydration completion would still re-fire
doSearch and clobber an in-flight body: `loadMore` append.

Reorder doSearch: parse first, then short-circuit both
`currentReady` and `readyWorkspaces()` to constants when
`parsed.body` is true. Body queries are server-authoritative;
nothing in local state can change their result set, so they pay
no reactivity tax on the local index.

* fix(web): bare body:/content: queries no-op per Codex review (round 9)

Codex round 9 P3: bare `body:` / `content:` with no following
text was falling back to the raw query, shipping the literal
`body:` token to `/search`. `loadMore` had the same fallback.

Short-circuit both paths: when `parsed.body` is true and
`parsed.text` is empty, clear results / bail. There's nothing
useful to search for until the user keeps typing.
2026-05-12 00:46:55 -04:00
xarmian aea4c3435b feat(web): localSearch relevance + ref/number matchers (TASK-1367) (#510)
* feat(web): localSearch relevance + ref/number matchers (TASK-1367)

Phase 3e of the local-first read model (PLAN-1343 / DOC-1342): tune
the MiniSearch relevance config from 3a and add a centralized prefix
parser so search "feels right" on real workspaces.

Relevance tuning
- Boosts: title 3x → 5x (title-vs-tag ties were leaving tag-rich rows
  ahead of cleaner title matches); ref / item_number 2x → 4x so typed
  prefix-shaped refs out-score incidental field hits.
- Per-term fuzz / prefix: length-aware functions disable fuzz for
  terms <4 chars (so `cat` no longer fuzzes into `bat`/`hat`/`category`)
  and prefix-matching for single chars (single-letter terms over-matched
  the rest of the index).

Prefix vocabulary (`parseSearchQuery` — exported)
- `body:foo` / `content:foo` — route to server FTS over the rich-text
  body; the local index doesn't hold `content`.
- `coll:tasks foo` — restrict to a single collection.
- `is:archived` — include soft-deleted rows in the result set.
- `#5` / `item:5` — exact item-number lookup (single doc hit, scoped
  by the caller's collection / archived options).
- `TASK-5` — exact-ref hoist; the matching row jumps to the top of
  the ranked list regardless of MiniSearch's organic score.
- Bare digits (`5`) get treated as `#5` for typing-speed.

Centralization
- Collection page now imports `parseSearchQuery` instead of its own
  ad-hoc `body:`/`content:` regex — one parser, one prefix vocabulary
  across the page and (incoming) CommandPalette wiring (TASK-1365).
- FilterBar tooltip updated to document the full prefix vocab.

Parent: PLAN-1343. Acceptance: title outranks field-only, `TASK-5`
returns its row first, `db migr` matches `Database migration plan`
within the top 3 (verified via the existing tokenize + boost path),
performance unchanged (the new exact-lookup short-circuits avoid
the linear-index walk for the common ref/number cases).

* fix(web): prefix-only queries + is:archived inclusion per Codex review (round 1)

Codex round 1 P2 #1: `is:archived` was advertised but didn't surface
archived rows. The collection page's `items` derived view filtered by
the toggle alone, so archived IDs returned by `localSearch.search()`
were dropped before render. Wire a reactive `parsedSearch` derived
into `items` so the prefix transiently opts in to archived inclusion
without requiring the user to also flip the toggle.

Codex round 1 P2 #2: prefix-only queries (`coll:tasks`, `is:archived`
alone) fell back to `parsed.text || query`, which sent the literal
`is`/`archived` tokens through MiniSearch and surfaced unrelated
rows. Return empty instead — a prefix without query content is a
filter, not a search.

* fix(web): bare digits + preserve search ranking per Codex review (round 2)

Codex round 2 P2 #1: bare-digit queries like `5` left `parsed.text`
populated (`"5"`), so the `!parsed.text` guard suppressed the
exact-number short-circuit and MiniSearch returned incidental hits.
Split the two branches: explicit `#5`/`item:5` uses the parsed
itemNumber path; bare digits always take the exact-lookup path.

Codex round 2 P2 #2: the collection page was converting localSearch
results into a `Set` and filtering items by `has()` — which
preserved the natural `updated_at DESC` order and threw away the
new ref-hoist + boost tuning ranking. Refactor `searchResultIds`
into `searchResultRank`: `Map<itemId, rank>` where rank is the
0-indexed position in the result list. `filteredItems` now filters
by `rank.has(item.id)` and sorts by rank, so the exact-ref hoist
and relevance tuning surface in the UI. Same change applied to the
body: server-FTS path so its order is preserved too.

* fix(web): defer is:archived prefix per Codex review (round 3)

Codex round 3 P2: `is:archived body:foo` doesn't actually surface
archived rows because the server `/search` endpoint hard-filters
`deleted_at IS NULL` at every query branch. The local item source
widens, but the server response can only contain live IDs, so
archived body hits never render.

Pull `is:archived` from `parseSearchQuery` and the FilterBar
tooltip rather than ship a half-working prefix. The existing
`showArchived` UI toggle covers the local search path; the only
missing UX (archived + body) is gated on server work that's out of
scope here. Spawned HT-1370 with a full pickup runbook: add
`IncludeArchived` to `store.SearchParams`, gate the
`deleted_at IS NULL` clauses, plumb `include_archived=true`
through `/search` + the API client, then reintroduce the prefix.

* fix(web): preserve search rank in ListView/BoardView per Codex review (round 4)

Codex round 4 P2: search rank was sorted at the page level, but
ListView and BoardView re-sorted by `sort_order` within each
status group/column, clobbering the exact-ref hoist + boost
ranking whenever two matches shared a group.

Add an optional `preserveOrder` prop to both views (default
false to preserve existing call-site behavior elsewhere). When
true, the in-group / in-column `sort_order` sort is skipped
and the parent's item order wins. The collection page passes
`preserveOrder={searchResultRank !== null}` so the prop only
flips during an active search; the default drag-reorder UX is
untouched when not searching.

TableView already renders parent order by default (its sort is
gated on a user-chosen `sortKey`), no change needed there.

* fix(web): disable item DnD when preserveOrder is on per Codex review (round 5)

Codex round 5 P2: with `preserveOrder=true` (search active),
ListView and BoardView still allowed dragging items. `handleFinalize`
would then write the displayed relevance-ranked subset order back
as `sort_order` on every dropped row, corrupting the workspace's
manual ordering with whatever subset happened to be on screen.

Extend the zone-level `dragDisabled` to OR in `preserveOrder` so
drag is also off while search is active. Column reordering on the
board (separate gesture) stays enabled — columns are status groups,
not search results, so reordering them is still safe.

* fix(web): gate preserveOrder on searchQuery not searchResultRank per Codex review (round 6)

Codex round 6 P2: the R5 fix only set `preserveOrder=true` once
`searchResultRank` was populated. But the search effect
intentionally sets `searchResultRank = null` during the body:
debounce window and the cold-index fallback. `filteredItems`
still renders a subset in those states (via the substring
fallback), so a drag would persist the subset's order as
`sort_order`.

Switch to `preserveOrder={searchQuery.trim() !== ''}` so DnD is
disabled and the in-group sort is skipped whenever a search is
active, regardless of which path populated the result set.
2026-05-11 23:52:38 -04:00
xarmian c59132ad35 feat(web): collection page search uses localSearch (TASK-1364) (#509)
* feat(web): collection page search uses localSearch (TASK-1364)

Phase 3b of the local-first read model (PLAN-1343 / DOC-1342):
replace the collection page's debounced `api.search` round-trip with
`localSearch.search`, making the search box sub-millisecond.

- `handleSearchChange` now runs `localSearch.search(wsSlug, query,
  { collection, includeArchived, limit })` synchronously on every
  keystroke. No debounce — local results are <1ms.
- `body:` / `content:` prefix routes the query back through the server
  FTS endpoint (200ms debounce preserved) so the rich-text body stays
  searchable. The local index intentionally excludes content per
  DOC-1342 decision #4 — content lives on the server.
- A small `$effect` re-runs the local search when `showArchived` or
  `indexReady` flip mid-typing, so cold-load + already-typed queries
  surface results once the index hydrates, and the archived toggle
  re-evaluates the active query.
- FilterBar input gets a `title=` tooltip documenting the `body:`
  prefix UX.
- The existing client-side substring fallback (used when
  `searchResultIds === null` and a query is typed) now covers two
  narrow cases: server-FTS in-flight, and cold-load bootstrap window.

Parent: PLAN-1343. Phase 3b acceptance: keystroke → first results
<50ms P95 — local search runs synchronously inline with the
keystroke handler.

* fix(web): unified search effect handles URL-load body: queries per Codex review (round 1)

Codex round 1 P2: shared/reloaded URLs like `?q=body:foo` previously
only set `searchQuery` via `loadUrlFilters` without triggering the
dispatch, so the local fallback would search the literal string
`body:foo` against titles + fields instead of routing to server FTS.

Refactor: `handleSearchChange` is now a pure setter for
`searchQuery` + URL state. A single reactive `$effect` watches
`searchQuery`, `showArchived`, and `indexReady` and dispatches:
body-prefix → server FTS (debounced 200ms), else → synchronous
MiniSearch. This covers every entry point that mutates `searchQuery`
(typed input, URL load, programmatic clear) with one code path.

* fix(web): snapshot wsSlug/collSlug in search effect per Codex review (round 2)

Codex round 2 P2: navigating between workspaces or collections while a
`body:` query was in flight could land the old response on the new
route. Snapshot `wsSlug` / `collSlug` at effect-run time, route
`api.search` through the snapshots, and include them in the
stale-response guard alongside the query string.

* fix(web): refresh active search on localSearch mutations per Codex review (round 3)

Codex round 3 P2: while a search query was active, SSE-driven
`localIndex.upsert` / `applyDelta` would refresh the items list and
the underlying MiniSearch index, but the page's `searchResultIds`
Set stayed pinned to the original keystroke's results. A matching
row created after the query stayed hidden; an edited row that no
longer matched stayed visible until the user retyped.

Add a reactive per-workspace mutation epoch to `localSearch`:
`epoch(ws)` returns a SvelteMap-backed counter bumped by every
successful `rebuild` / `upsert` / `remove`. The collection page's
search-dispatch `$effect` reads it as a tracked dependency so the
search re-runs whenever the index changes. Server-FTS body queries
also benefit because the same effect path covers them.
2026-05-11 22:58:09 -04:00
xarmian 4e04148f13 feat(web): localSearch MiniSearch store (TASK-1363) (#508)
* feat(web): localSearch MiniSearch store (TASK-1363)

Build the client-side full-text search foundation for Phase 3 of the
local-first read model: a per-workspace MiniSearch index that mirrors
`localIndex` and provides sub-millisecond ranked search over titles +
parsed fields. No UI changes — TASK-1364 wires the collection page and
TASK-1365 wires the global CommandPalette.

- New `web/src/lib/stores/localSearch.svelte.ts`: per-workspace
  MiniSearch index keyed by workspace slug (module-level plain Map —
  search results are derived on demand via `.search()`, not subscribed
  to). Indexed fields with boosts: title (3x), ref (2x), item_number
  (2x), tags, parent_ref, parent_title, collection_slug, and a
  flattened `fields` blob so status / priority / assignee names land
  as searchable terms. Custom tokenizer splits on whitespace + `-_./`
  so `TASK-5` indexes as both `task` and `5`. Public API: `rebuild`,
  `upsert`, `remove`, `reset`, `search(ws, q, opts?)`, `size`.
  Returns `{ id, score }[]` ranked by descending score; callers
  resolve to full rows via `localIndex` (O(1) Map lookup).
- `localIndex` mutation paths now mirror writes into the MiniSearch
  index: `applyDelta`, `upsert`, `remove`, `removeByCollection`,
  `reset` (and the 403-purge error path in `bootstrap`). The cold
  `/items-index` snapshot and the warm IDB hydrate trigger a single
  bulk `localSearch.rebuild(...)` instead of N per-row upserts —
  measurably cheaper at workspace boot.
- SSR-safe: every entry point gates on `typeof window !== 'undefined'`
  so SvelteKit prerender / SSR can't build a server-side index.
- Add `minisearch@7.2.0` (~10KB gz) as an exact-pinned dependency.

Parent: PLAN-1343 (DOC-1342 Phase 3a).

* fix(web): broaden localSearch tokenizer per Codex review (round 1)

Codex round 1 P2: the previous tokenizer only split on whitespace + a
narrow set of separators (`-_./`), so values like `foo:bar`,
`foo,bar`, and `foo(bar)` indexed as a single token. Searches for
`bar` or `foo bar` would miss valid matches.

Broaden to split on any non-letter/non-digit character (`/[^\p{L}\p{N}]+/u`).
This matches MiniSearch's default `SPACE_OR_PUNCTUATION` shape — catches
whitespace, dashes, dots, slashes, colons, commas, parens, brackets,
underscores, etc. — while preserving the `TASK-5` → ['task', '5']
behavior the original regex aimed for.
2026-05-11 22:35:40 -04:00
xarmian f1c9457790 feat(web): 403-driven cache purge for localIndex (TASK-1360) (#507)
* feat(web): 403-driven cache purge for localIndex (TASK-1360)

Per DOC-1342 design decision #3: the local cache is "what you could
see last time you synced." When the server returns 403 mid-session,
the offending entry is purged so the next read doesn't surface
stale-by-permission rows.

## API client (web/src/lib/api/client.ts)

- New `AccessRevokedScope` type + `setAccessRevokedHandler` registration
  hook. Keeps client.ts free of any store import (no circular dep).
- `request()` on 403 parses the URL with `parseAccessRevokedScope`
  (handles item endpoints `/workspaces/{ws}/items/{idOrSlug}` and
  collection-items endpoints `/workspaces/{ws}/collections/{coll}/items`)
  and invokes the handler. Handler failures are caught + logged; the
  403 still propagates as a `PadApiError`.

## localIndex

- New `removeByCollection(ws, collSlug)` — bulk-remove every row in
  a collection. Used when a collection-scoped 403 means the whole
  grant is revoked.
- New `findByIdOrSlug(ws, idOrSlug)` — id-first then slug-scan
  lookup so an item-scoped 403 with a slug URL can resolve to the
  in-RAM id (the SvelteMap is keyed by id).

## App bootstrap (+layout.svelte)

- Registers the handler once at top level: item → `remove` after
  `findByIdOrSlug` resolves; collection → `removeByCollection`.
  Both purges write through to IDB via the existing `persistRemovals`
  path so reloads don't resurrect the stale row.

401 already triggers a /login redirect; this lands as the 403
counterpart. Permission-revocation that doesn't trigger a 403 (e.g.
visibility loss with no fetched row) is explicitly punted per
DOC-1342 #3 — best-effort cache, not authoritative for permissions.

Parent: PLAN-1343. See DOC-1342 design decision #3.

* fix(web): only purge on GET 403s, not write-method 403s (Codex round 1)

[P1] notifyAccessRevoked fired on every 403 — including POST /items
(create), PATCH /items/{id} (update), DELETE /items/{id} (archive),
and the grants/share-link write endpoints. A read-only user who
correctly fails to create or modify an item would have their entire
collection purged from localIndex.

Gate the purge on read methods (GET / HEAD). Write-method 403s mean
"you can read but not write" — the cached rows are still legitimately
visible. Read-method 403s are the canonical "visibility revoked"
signal.

Parent: PLAN-1343.

* fix(web): purge entire workspace on 403, not per-item/collection (round 2)

[P1] Codex caught two related issues:

  1. Pad's server returns 403 from the workspace-access middleware
     (`permission_denied`, `not a member of this workspace`), and
     item-level visibility misses return 404. A 403 on
     /workspaces/{ws}/items/{slug} therefore means workspace access
     is gone — purging only `slug` leaves the rest of the
     workspace's cache stale.

  2. The item URL parser matched `/items/{slug}/grants`,
     `/items/{slug}/share-links`, etc. — owner-only subroutes that
     can 403 after a role downgrade while the item itself is still
     readable. Purging the item on those was incorrect.

Both fixed by collapsing the scope to "the entire workspace":
AccessRevokedScope is now `{ kind: 'workspace'; workspace }`; the
parser just extracts the workspace slug from any `/workspaces/{ws}/...`
path; the handler in +layout.svelte calls `localIndex.reset(ws)`.
The per-item `findByIdOrSlug` and `removeByCollection` helpers added
in round 0 stay in localIndex for future per-item revocation paths
(e.g. server-side `unauthorized` SSE events), but the 403 path no
longer uses them.

Parent: PLAN-1343.

* fix(web): scope 403 purge to read-model endpoints only (Codex round 3)

[P1] Codex caught that workspace-scoped 403s aren't all
workspace-access-revoked signals. Grant-only guests legitimately get
403 on /workspaces/{ws}/members, /workspaces/{ws}/storage/usage,
etc., while their item read access is fine. The previous
"any workspace-scoped 403 → reset" handler would wipe the local index
on every such 403, leaving guest views stuck loading.

Restrict parseAccessRevokedScope to the explicit read-model endpoints
the local-first store actually consumes:

  GET /workspaces/{ws}/items
  GET /workspaces/{ws}/items/{idOrSlug}
  GET /workspaces/{ws}/items-index
  GET /workspaces/{ws}/items-changes
  GET /workspaces/{ws}/collections/{coll}/items

A 403 on any of these means the cache is stale-by-permission. A 403
on anything else stays opaque to the local index.

Parent: PLAN-1343.
2026-05-11 21:15:43 -04:00
xarmian 54203087d0 feat(web): leader-elected SSE + cross-tab BroadcastChannel (TASK-1359) (#506)
* feat(web): leader-elected SSE + cross-tab BroadcastChannel (TASK-1359)

Multiple tabs of the same workspace now share a single SSE
connection via navigator.locks. Per DOC-1342 design decision #2:
one leader holds the EventSource, peer tabs receive deltas via
BroadcastChannel.

- Each connecting tab opens a BroadcastChannel `pad-sync-{ws}` and
  races for an exclusive Web Lock on `pad-sse-leader-{ws}`.
- The lock-holder opens the EventSource and forwards every event
  to local callbacks AND broadcasts to peer tabs. The browser's
  own-message filter keeps the leader from re-dispatching its own
  messages on the way back.
- Peer tabs subscribe to the channel and dispatch leader-forwarded
  events to their local callbacks. They don't open EventSources
  while a leader exists, so the browser sees ONE /api/v1/events
  connection per workspace per browser regardless of tab count.
- On leader-tab close, navigator.locks releases the lock
  automatically and a queued peer takes over (opens its own
  EventSource) without manual intervention.
- Connection status is also broadcast so peer tabs surface the
  same connected / reconnecting / unauthorized indicator the
  leader sees.

Fallback: browsers without navigator.locks (very old / non-browser
environments) skip the election and every tab opens its own
EventSource — N× traffic but correct.

The public API (onItemEvent, onSyncRequired, status, etc.) is
unchanged, so existing callers — sync.svelte, collection page —
just work.

Parent: PLAN-1343. See DOC-1342 design decision #2.

* fix(web): gate BroadcastChannel on navigator.locks support (Codex round 1)

[P1] When BroadcastChannel is available but navigator.locks is not,
every tab falls back to per-tab EventSource AND opens the same
shared channel. Each tab handles its local SSE event AND receives
its peers' broadcasts — item callbacks fire N times across N tabs,
producing duplicate toasts and refetches.

Gate BC opening on `leaderElectionSupported()` (which checks for
navigator.locks). Without leader election, the per-tab EventSource
still delivers events locally; we just don't fan out — correct
and avoids the N× duplication.

Parent: PLAN-1343.

* fix(web): leader promotion sync + BC close on fallback (Codex round 2)

- [P1] When a peer tab is promoted to leader (the old leader's
  tab closed), the new EventSource opens with no Last-Event-ID so
  the server can't replay events from the gap. Query
  navigator.locks BEFORE requesting the lock; if the slot is
  already held, classify ourselves as a future "promotion" and
  fire sync_required on grant so consumers (syncService, the
  collection page) backfill via /items-changes. First leaders on
  fresh page loads don't fire — bootstrap already runs a sync —
  and any mis-classification is idempotent + cheap.

- [P2] The lock-rejection fallback path now closes the
  BroadcastChannel before opening per-tab SSE. Without this, two
  tabs that both reject the lock would each open their own
  EventSource AND keep receiving each other's broadcasts, firing
  callbacks N times. Also triggers sync_required since we may
  have missed events while the rejection landed.

Parent: PLAN-1343.

* fix(web): grant-delay fallback for promoted-leader classification (round 3)

[P1] Two tabs starting simultaneously can both query the lock state
and see "no holder", so both set queryPromoted=false. One wins the
request, the other queues. When the queued tab eventually gets
promoted, queryPromoted=false would skip the sync_required, missing
events from the gap between the old leader's close and the new
EventSource.

Add a grant-delay signal: record `performance.now()` before requesting,
and treat any callback that fires more than 100ms later as a promotion.
Uncontested lock grants are sub-millisecond; a queued tab takes at
least the previous leader's full session. Final `promoted` is
`queryPromoted || grantDelay > 100`, catching both the
"slot-already-held-at-query-time" case AND the
"simultaneous-startup-race" case.

Parent: PLAN-1343.

* fix(web): defer promoted-leader sync until EventSource connects (round 4)

[P1] Promoted/fallback leaders called dispatchSyncRequired immediately
after `new EventSource(...)`, before the replacement SSE stream was
actually subscribed server-side. A mutation between the /items-changes
snapshot (triggered by the sync) and the new stream's first received
event could be missed by BOTH paths.

Defer via a `pendingSyncOnConnect` flag set in the promotion /
fallback paths; the EventSource's onopen and `connected` listeners
fire the sync only after the stream is live. Whichever event arrives
first claims the pending flag.

Parent: PLAN-1343.
2026-05-11 20:58:25 -04:00
xarmian bd8667eadf feat: seq-stamped SSE events + stale-event short-circuit (TASK-1358) (#505)
* feat: seq-stamped SSE events + stale-event short-circuit (TASK-1358)

## Server

- events.Event gains a `Seq int64` field (omitempty). Server populates
  it on item lifecycle events so SSE consumers can reason about
  ordering and contiguity against their /items-changes cursor.
- publishItemEventWithName takes seq as a parameter; all call sites
  in handlers_items.go pass the item's current seq:
  - item_created   → item.Seq
  - item_updated   → updated.Seq
  - item_archived  → re-fetched via GetItemIncludeDeleted (DeleteItem
                     bumps seq but doesn't return the updated row)
  - item_restored  → restored.Seq
  - move target    → moved.Seq

## Web

- ItemEvent gains optional `seq` (matches the server's omitempty).
- localIndex.classifySSEEvent(ws, event) returns
  'no-seq' | 'stale' | 'contiguous' | 'gap'. The collection page
  uses this to short-circuit duplicate / replayed events the
  server's replay buffer re-delivers after tab-resume. Non-stale
  events still call deltaSync because the SSE wire payload only
  carries metadata, not the row data; classify does NOT advance
  the cursor (applyDelta with real row data is the only path that
  does — preserving the IDB invariant from TASK-1356).

Parent: PLAN-1343.

* fix(events): version-restore item_updated event carries seq (Codex round 1)

Version-restore in handlers_item_versions.go was publishing the
item_updated event directly via events.Publish without Seq, bypassing
the new seq-stamped SSE contract from TASK-1358. localIndex's
classifySSEEvent would always return 'no-seq' for those events,
forcing a generic /items-changes refetch instead of allowing the
stale/gap fast paths.

Now passes updated.Seq from the store response.

Parent: PLAN-1343.
2026-05-11 20:29:50 -04:00
xarmian 5fb85534fd feat(web): collection page reads from localIndex (TASK-1357) (#504)
* feat(web): collection page reads from localIndex (TASK-1357)

Wire the collection page (web/src/routes/[username]/[workspace]/[collection]/+page.svelte) to the local-first read model.

- `items` is now `$derived` from `localIndex.getByCollection(ws, coll, { includeArchived: showArchived })`. The collection page no longer fires `/items-index` on every nav — bootstrap is idempotent and runs once per workspace per session.
- New `bootstrap` `$effect` calls `localIndex.bootstrap(ws, { userId })` when the workspace or signed-in user changes, picking up the warm-IDB / cold-/items-index flow from PLAN-1343 Phase 2.
- Mutations (`handleStatusChange`, `handleReorder`, `handleRestore`, `quickCreate`) call `localIndex.upsert(ws, item)` with the canonical post-API row; the derived `items` re-renders automatically.
- SSE handler now triggers `/items-changes` → `applyDelta` via a new `deltaSync` helper instead of refetching the whole collection. SSE merely says "something changed"; the local cursor pulls only the delta. TASK-1358 will refine this to per-event seq-stamped apply.
- `syncService.onSync` routes both incremental and full-refresh signals through the same `deltaSync` path. The legacy /changes payload is no longer threaded into the local store — the seq-cursor /items-changes is canonical.
- The plans cross-collection lookup for task relation labels reads directly from `localIndex.getByCollection(ws, 'plans')` — no extra request.

Parent: PLAN-1343. Depends on TASK-1355 + TASK-1356.

* fix(web): collection page loading + reactive plan labels (Codex round 1)

- [P2] deltaSync() now returns a boolean and the syncService.onSync
  handler only calls markSynced() on a clean catch-up. A transient
  /items-changes failure leaves the legacy cursor untouched so a
  later tab-resume retries instead of pinning at "fresh".

- [P2] `loading` is now derived from BOTH the metadata fetch
  (metaLoading) AND the localIndex bootstrap state. Without this,
  non-empty collections briefly rendered the empty-state CTA while
  items were still hydrating, and scroll-restore could be consumed
  against an empty filteredItems list.

- [P3] `relationLabels` (plan-id → plan-title for task cards) is
  now `$derived` over `localIndex.getByCollection(ws, 'plans')`
  instead of a one-shot fetch in loadCollection. Plans flow into
  the local store as they hydrate, so the badge stays correct
  without a navigation refresh.

Parent: PLAN-1343.

* fix(web): always deltaSync + gate archive toast on success (round 2)

- [P2] syncService.onSync now runs deltaSync for ALL result types,
  including 'caught_up'. SSE only delivers events, not delta data;
  a previous incremental deltaSync failure won't recover without
  a fresh fetch attempt. The localIndex cursor is independent of
  syncService.lastSyncTime, and per-row seq guards make repeated
  calls idempotent.

- [P3] handleBulkArchive now waits for deltaSync to succeed before
  showing a definitive success toast. The server-side deletes are
  already persisted; if the cache fetch fails, surface a softer
  "queued / updating…" toast so the user knows the local view will
  catch up. The deletes themselves are still real.

Parent: PLAN-1343.

* fix(web): optimistic local sort_order on reorder (Codex round 3)

[P2] handleReorder now upserts the row into the local index with
the new sort_order BEFORE awaiting the API. Otherwise ListView,
which calls onReorder without awaiting, resyncs its displayed groups
from the unchanged `items` prop the moment dragging ends and the
rows snap back to the old order until the network PATCH returns.

Clearing `seq: undefined` on the optimistic copy bypasses the
per-row seq guard so the real API response (with a higher seq)
wins on arrival without the guard rejecting it.

Parent: PLAN-1343.

* fix(web): deltaSync 401/403 + error state on bootstrap failure (round 4)

- [P1] deltaSync now resets the local index on 401/403, mirroring
  the auth-error handling in localIndex.bootstrap. If workspace
  access is revoked after the page is mounted, the cached rows
  drop instead of staying visible until reload. Other errors stay
  transient.

- [P2] localIndex.bootstrapState === 'error' is no longer
  conflated with 'ready'. A new `indexError` derived gates a
  dedicated error-state branch in the template with a Retry CTA;
  the misleading "No items yet" empty state no longer fires on a
  transient /items-index failure for a non-empty collection.

Parent: PLAN-1343.

* fix(web): deltaSync on page entry + error surface after revoke (round 5)

- [P1] The bootstrap effect now ALWAYS runs a deltaSync after the
  bootstrap promise settles. Once localIndex is 'ready', bootstrap
  itself no-ops — but an item the user created/updated elsewhere
  (item detail page, dashboard, another tab) while this collection
  was unmounted is still catchable via /items-changes. Without
  this, returning to the collection page after creating an item
  elsewhere could miss the new row until the next SSE event.

- [P2] After a 401/403 from /items-changes, deltaSync now sets a
  `deltaSyncFailed` flag in addition to calling localIndex.reset.
  The reset rolls bootstrapState back to 'cold' but the bootstrap
  effect can't re-fire on the same wsSlug/userId, so without the
  flag the page would pin at "Loading…" forever. The error-state
  banner now triggers on EITHER indexError OR deltaSyncFailed and
  the Retry CTA clears the flag before re-bootstrapping.

Parent: PLAN-1343.
2026-05-11 20:11:29 -04:00
xarmian 13fd9bbda7 feat(web): IndexedDB persistence for localIndex (TASK-1356) (#503)
* feat(web): IndexedDB persistence for localIndex (TASK-1356)

Adds `web/src/lib/stores/localIndexPersistence.ts` and wires it into
the existing localIndex store. Cold loads still hit /items-index;
warm loads paint from IDB before any network IO.

- New `idb` (8.0.3) dependency — small wrapper around IndexedDB.
- Per-workspace database `pad-local-index-{wsSlug}` with two object
  stores (`items` keyed by id, `meta` keyed by 'key' for cursor +
  schemaVersion).
- `LOCAL_INDEX_SCHEMA_VERSION = 1` — bump it on incompatible changes
  to `ItemIndexRow` or the IDB layout; mismatches drop the store and
  force a full /items-index resync. Same pattern as the Yjs
  schemaVersion in `web/src/lib/collab/schemaVersion.ts`.
- `bootstrap` now hydrates from IDB FIRST (paints from cache, flips
  state to 'ready'), then reconciles via /items-changes?since=cursor
  in the background. Cold cache falls through to /items-index and
  persists the result.
- Every mutation path (`upsert`, `applyDelta`, `remove`, `reset`)
  writes through to IDB. Persistence failures degrade silently to
  in-memory only — the read path is never blocked.
- SSR-safe (every IDB call gated on typeof indexedDB !== 'undefined').
- Best-effort: Safari private mode / quota / eviction all surface
  as "empty cache, re-bootstrap from network".

Phase 2 acceptance: warm paint of a populated workspace should now
appear before any /api/v1 request completes.

Parent: PLAN-1343. See DOC-1342 design decision #4.

* fix(web): localIndex reconcile loop + atomic delta persist (Codex round 1)

- [P1] 403 from the warm-load reconcile is no longer swallowed.
  When /items-changes returns `forbidden`, drop the cache and
  re-throw so the registered access-revoked handler (TASK-1360)
  sees it. Other network blips remain non-fatal — cache stands
  and the next reconnect retries.

- [P2] /items-changes is paged at DefaultItemChangesLimit (5000)
  per response. The previous one-shot reconcile would only catch
  up by a single page on a long-offline cache, and bootstrapState
  would pin at 'ready' forever with no later trigger to fetch the
  rest. Loop until the cursor stops advancing; defensively cap at
  50 iterations.

- [P2] New persistDelta() writes rows + meta cursor in a SINGLE
  IDB transaction. The previous separate persistUpserts + persistCursor
  could persist the cursor without the rows that produced it
  (tx interrupt, eviction), leaving the next warm hydrate with a
  cursor that skipped rows. applyDelta + the cold-path bootstrap
  snapshot now both use persistDelta. The standalone persistCursor
  helper is no longer used by localIndex but remains for callers
  that explicitly only need a cursor write.

Parent: PLAN-1343.

* fix(web): cold-path snapshot persists post-merge rows (Codex round 2)

[P1] When the cold-path `/items-index` request is in flight, an SSE
or `applyDelta` write can overlap and stamp a newer row into the
in-RAM index. `mergeRow` correctly skips the stale response row for
that id, but the previous IDB write used `resp.items.map(toSkinny)`
— the unfiltered server response — so the cache got the stale row
under the newer cursor. On the next warm boot, /items-changes?since
would skip that row forever.

Persist the POST-merge in-memory state (state.items.values()) so
the on-disk rows match the in-RAM rows that won the seq guard, and
the cursor stays consistent with them. Uses the same atomic
persistDelta path applyDelta does.

Parent: PLAN-1343.

* fix(web): generation guard on bootstrap + user-scoped IDB cache (round 3)

- [P1] WorkspaceState now carries a `generation` counter. Each
  `reset(ws)` bumps it on the prior state object before dropping
  the workspace from the map. Any in-flight bootstrap captures the
  generation at start and re-checks after every await — if the
  generation has advanced, the bootstrap silently bails out before
  reapplying rows or writing the snapshot to IDB. Without this, a
  sign-out / 403 purge during a slow /items-index could let the
  completed snapshot resurrect just-purged rows.

- [P1] IDB databases are now keyed by (userId, workspaceSlug)
  instead of workspaceSlug alone. The cache is "what THIS user could
  see last sync" — if a different user signs into the same browser,
  their bootstrap opens a fresh per-user namespace and the previous
  user's rows never surface. Anonymous callers (pre-auth) use the
  `anon` namespace. `localIndex.bootstrap` takes an `{ userId }`
  opt the caller passes in (the workspace state captures it on
  first bootstrap and threads it through every persistence call).

Parent: PLAN-1343.

* fix(web): durable applyDelta + required userId opt (Codex round 4)

- applyDelta now ALWAYS includes the existing in-RAM row in the
  persistDelta batch when it wins the seq guard. The previous version
  advanced the IDB cursor past those rows on the assumption their
  upsert()-fired persistUpserts had already landed — but that's a
  fire-and-forget background write that can lose the race or get
  aborted. Result: a row in RAM with seq S, no copy in IDB, and a
  persisted cursor of N > S — warm boot would skip it forever. One
  extra IDB put per redundant row trades cheaply against a missing-
  row class of bug.

- localIndex.bootstrap's `opts.userId` is now REQUIRED (not optional
  with `null` default). Authenticated callers that forget to pass
  it would have silently landed their cache in the shared `anon`
  namespace — a later account on the same browser could then read
  the previous account's rows. TypeScript now enforces an explicit
  choice; pre-auth callers pass null deliberately.

Parent: PLAN-1343.

* fix(web): user-mismatch reset + transient resync retry (Codex round 5)

- [P1] bootstrap() now resets the workspace state BEFORE the
  early-return for 'ready' / pending-promise when the caller's
  opts.userId doesn't match the cached state.userId. Without this,
  a user switch in the same tab could inherit the previous user's
  in-memory map and in-flight promise.

- [P2] WorkspaceState.pendingResync tracks transient delta-sync
  failures on the warm path. When /items-changes fails (non-403)
  after warm cache hydrate, bootstrapState stays 'ready' so the
  UI keeps working off the cache, but pendingResync stays true and
  the next bootstrap() call retries the reconcile instead of
  no-opping. Cold path always finishes with pendingResync=false.

- Documented the permission-revocation-without-row-change limitation
  inline: the cache can't see grants removed without a mutation,
  per DOC-1342 design decision #3 — that's the 403-on-click purge
  flow (TASK-1360), not this layer's job.

Parent: PLAN-1343.

* fix(web): only clear pendingResync when reconcile catches up (round 6)

[P2] The /items-changes reconcile loop has a 50-page safety cap to
prevent pathological tight loops. The previous code unconditionally
cleared `pendingResync` after the loop exited, even on cap-hit, so
a cache that's 50+ pages behind (250k+ rows) would record itself as
fresh and skip retries on future bootstraps. Now `pendingResync` is
only cleared when the loop exited because the server returned no new
rows AND no cursor advance — the genuine "caught up" signal. Cap-hit
leaves `pendingResync = true` so the next bootstrap call resumes.

The permission-revocation-without-row-change concern Codex re-raised
is the explicit DOC-1342 design decision #3 (best-effort cache; 403
purge handles stale-by-permission). The server emits grant-revocation
tombstones through /items-changes per internal/store/grants.go, so the
cache reconciles to-server-truth at the next reconnect. Anything that
slips past that is the 403-on-click purge path (TASK-1360). The
limitation is now explicitly noted inline.

Parent: PLAN-1343.

* fix(web): reentry order + identity-checked inflight cleanup (round 7)

- [P2] Capture `reentry` BEFORE flipping bootstrapState to 'loading'.
  The previous version set state='loading' first, then checked
  `state.bootstrapState === 'ready'` to decide if we're in a
  pendingResync retry — that check always read false, so retries
  re-read IDB instead of just rerunning the reconcile. With
  fire-and-forget IDB writes, re-reading rows whose RAM copy was
  just removed but whose IDB delete hadn't landed would resurrect
  them. Reentry now also skips the 'loading' flip so the UI never
  blanks during a retry.

- [P2] Inflight cleanup is now identity-checked. A `reset()` during
  an in-flight bootstrap can let a fresh bootstrap call re-occupy
  the inflight slot before the stale promise's `finally` runs;
  deleting unconditionally would remove the new entry and let a
  duplicate bootstrap start. We hold the promise in `slot.p` (a
  shared object so the closure can see assignment without TDZ
  issues), and only clear `inflight.delete(ws)` if `slot.p` is
  still the registered promise.

Parent: PLAN-1343.

* fix(web): 401 + empty-cache warm-load (Codex round 8)

- [P1] 401 (unauthorized) from /items-changes reconcile is now
  treated like 403 (forbidden): drop the cache, mark state=error,
  re-throw. The api.items.changes path throws PadApiError with
  code='unauthorized' on 401 (after the redirect-to-login is fired),
  so the cache shouldn't keep showing private rows while the
  redirect is in flight. Other network failures remain transient.

- [P2] A populated IDB cache is now defined as "has rows OR cursor
  > 0", not "has rows". An empty workspace (or a guest with
  item-level grants but no items granted yet) legitimately has zero
  rows but a real meta cursor from the prior sync. The previous
  check forced those workspaces through the cold /items-index path
  on every page load, defeating the warm-load fast path.

Parent: PLAN-1343.
2026-05-11 19:30:07 -04:00
xarmian 979537e4bb feat(web): localIndex in-RAM canonical store (TASK-1355) (#495)
* feat(web): localIndex in-RAM canonical store (TASK-1355)

New Svelte 5 module at web/src/lib/stores/localIndex.svelte.ts that
owns the in-RAM truth for the local-first read model. Per DOC-1342
decision #4: the store is canonical; IndexedDB persistence (next task)
is hydration + write-behind only.

Per-workspace state in a Map keyed by workspace slug:
- items: SvelteMap<itemId, ItemIndexRow> — keyed by item.id
- cursor: monotonic seq cursor as opaque decimal string
- bootstrapState: 'cold' | 'loading' | 'ready' | 'error'

Public API:
- bootstrap(ws): idempotent /items-index hydration (in-flight coalescing)
- getByCollection(ws, collSlug): synchronous filtered read
- applyDelta(ws, changes, cursor): batch upsert/remove + cursor advance
- upsert(ws, row): single-item write for SSE/optimistic paths
- remove(ws, id): single-item delete for SSE archive + 403 purge
- cursorFor(ws) / bootstrapStateFor(ws): reactive getters
- reset(ws): drop all state for a workspace

Defensively strips Item.content on every ingest so a caller passing
a full Item (e.g. from api.items.update) cannot leak the rich body
into the local index — matches the destructure-by-rest pattern in
api.items.listIndex / changes.

Parent: PLAN-1343.

* fix(web): localIndex reactivity + stale-batch guards per Codex review (round 1)

- [P1] WorkspaceState is now a class with `$state` class fields for
  `cursor` and `bootstrapState`. Svelte 5 only permits `$state()` at
  variable-initializer / class-field / constructor-first-assign
  sites — the previous `state = $state({...})` inside `ensureState`
  silently produced a non-reactive object on first hydration, so
  `bootstrapStateFor` getters could stay 'cold' through 'loading' /
  'ready' transitions. Class-field runes give us the same shape
  with reactivity intact.

- [P1] Documented that the store intentionally holds both live and
  archived rows. `applyDelta` only removes on the soft-delete
  `deleted: true` tombstone — status='archived' rows stay so a
  later `showArchived` toggle on the consumer doesn't need a
  refetch. Intended consumer pattern (TASK-1357) filters on
  `fields.status` at render time.

- [P2] `applyDelta` now drops the whole batch when `newCursor` does
  not strictly advance, AND skips individual rows whose `seq` is
  not greater than the cursor at the start of the call. In normal
  /items-changes flow the server filters to `seq > since`, but the
  per-row guard prevents test or future replay callers from
  overwriting newer state with older rows.

Parent: PLAN-1343.

* fix(web): localIndex archive filter + per-row seq guard (Codex round 2)

- [P1] `Item.deleted_at` was missing from the TS interface even though
  the server populates it (`Item.DeletedAt *time.Time` with omitempty).
  Added the field to `Item`, which flows into `ItemIndexRow` via the
  existing `Omit<Item, 'content'>` mapping.

- [P1] `getByCollection(ws, collSlug)` now filters soft-deleted rows
  out by default. The store still holds them (so a `showArchived`
  toggle doesn't need a refetch) but the default view is live-only,
  matching every other collection consumer in the codebase. Callers
  that want archived rows pass `{ includeArchived: true }`.

  Updated the module-level docstring: archived = `deleted_at` set
  (not `fields.status`), and clarified the upsert-vs-delete split on
  the change wire format (`deleted: true` = hard tombstone; soft
  deletes arrive as upserts with `deleted_at` populated).

- [P2] `applyDelta` per-row check now compares against BOTH the
  cursor floor at start AND the existing row's `seq`. Without the
  second check, a delta that legitimately advances the cursor could
  still carry a row whose `seq` is older than what we already hold
  for that id (since `upsert` / SSE paths can store newer rows
  without touching the cursor).

Parent: PLAN-1343.

* fix(web): preserve soft-deleted rows + upsert seq guard (Codex round 3)

- [P1] /items-changes sets `deleted: true` for soft-deleted rows
  (the server's derived view of `deleted_at != nil`), not for hard
  tombstones. The previous applyDelta removed those rows, defeating
  the store's stated invariant that archived items remain queryable
  via `getByCollection(..., { includeArchived: true })`. Now applyDelta
  always upserts on a change — the soft-deleted row keeps its skinny
  payload (with `deleted_at`) and falls out of the default filter
  but stays in the index. Hard deletes still flow through `remove()`.

- [P2] `upsert` now mirrors `applyDelta`'s per-row seq guard: skip
  the write if the incoming row's `seq` is not strictly greater than
  the existing row's `seq`. Without this, a late SSE / out-of-order
  optimistic response could regress a row after a fresher version
  had already landed.

Parent: PLAN-1343.

* fix: items-index returns deleted_at + bootstrap merges instead of clears (round 4)

- [P1] `/items-index` projection now selects `i.deleted_at` and
  `scanItemsIndex` populates `Item.DeletedAt`. Without this the
  local-first client could not distinguish archived rows from live
  ones, so `localIndex.getByCollection`'s default live-only filter
  would surface archived rows as live. Mirrors the projection of
  ListItemsChangesSince which has always carried this column.

- [P2] `localIndex.bootstrap` now merges into the existing state
  using the same per-row `seq` guard as `upsert`/`applyDelta`, and
  the cursor only advances forward. The previous clear-and-replace
  could regress rows that an in-flight `upsert()` or SSE-driven
  write had landed during the bootstrap request, and could reset
  the cursor below an SSE delta that advanced it concurrently.
  Explicit "drop everything" still flows through `reset()`.

Parent: PLAN-1343.

* fix(web): localIndex.getByCollection sorts updated_at DESC, id ASC (round 5)

[P2] SvelteMap iterates in insertion order; live upserts and applyDelta
writes appended rows / kept stale positions, so consumers reading from
getByCollection saw an order that drifted away from the server's
/items-index documented `updated_at DESC, id ASC`. Sort on read so the
collection page sees a stable, server-aligned order regardless of how
recently a row arrived through the in-RAM index. The cost is O(n log n)
per read; the consumer side is expected to memoize via $derived.

Parent: PLAN-1343.
2026-05-11 18:01:16 -04:00
xarmian a5b93c17c9 feat(api): add /items-changes?since=<seq> delta endpoint (TASK-1354) (#494)
* feat(api): add /items-changes?since=<seq> delta endpoint (TASK-1354)

Adds the delta-fetch sibling of /items-index for the local-first
read model (PLAN-1343 / DOC-1342 design decision #1). Clients track
the workspace-scoped monotonic seq cursor returned by /items-index
(TASK-1353) and poll /items-changes?since=<cursor> to apply just
the rows that have mutated — without re-downloading the entire
workspace.

## Endpoint

GET /api/v1/workspaces/{ws}/items-changes?since=<seq>&limit=<n>

  - `since`: exclusive seq lower bound (returns `seq > since`).
    Defaults to 0 → full delta == /items-index modulo ordering.
    Bad input → 400.
  - `limit`: cap on rows. Defaults to 5000, clamped to 50000. Bad
    input → 400.

## Response

  { "changes": [...skinny rows with `deleted: bool`...],
    "cursor": "<decimal MAX(seq) or unchanged since when empty>" }

Soft-deleted rows propagate (no `deleted_at IS NULL` filter on the
backing scan) so a delta consumer can remove them from its local
index without a second roundtrip. Parent metadata enrichment
matches /items-index: the underlying GetItem filters soft-deleted
parents so we never leak parent title/ref for an archived parent.

Cursor contract:
  - Sorted ASC by seq → re-passing the response's cursor as `since`
    on the next poll is no-overlap, no-gap (strictly monotonic seq
    invariant from TASK-1352).
  - Empty response preserves the caller's `since` so position isn't
    lost.
  - Truncated-by-limit responses set cursor to the last row's seq.

## Tests

  - FullDeltaFromZero — three creates, since=0, ascending seq, every
    row deleted=false, cursor=MAX(seq).
  - IncrementalUpdateAndDelete — typical resume flow: snapshot
    cursor, mutate, delta returns exactly the mutated + tombstoned
    rows with the right `deleted` flag.
  - CursorRoundtripsCleanly — empty-poll after consuming, cursor
    preserved.
  - LimitTruncatesAndCursorResumes — paging contract holds end to
    end with no overlap.
  - InvalidParams — bad since / limit values rejected with 400.
  - EmptyWorkspace — cursor round-trips caller's since unchanged.

## Web

TypeScript: `ItemChangeRow = ItemIndexRow & { deleted: boolean }`,
`ItemChangesResponse = { changes, cursor }`. API client gains
`api.items.changes(ws, sinceCursor, opts?)` with the same
defensive content-strip as listIndex so a stray `content: ""`
key from a Go zero-value can never clobber the canonical store.

Parent: PLAN-1343. Depends on TASK-1352 (seq column) and TASK-1353
(seq cursor on /items-index). Unblocks the future client-side
localIndex.applyDelta integration task.

* fix(api): surface tombstones for item-grant users in /items-changes per Codex review (round 1)

Codex round 1 caught that handleListItemsChanges was building its
ItemIDs filter from guestResourceFilter, which itself uses
GuestVisibleResources whose item-grant query filters out
soft-deleted items. The result: a guest or restricted member with
an item-level grant on a single item would see that ID disappear
from the lookup as soon as the item was soft-deleted — and
/items-changes would never emit a `deleted:true` tombstone, so the
client would keep the stale row in its local index forever.

Fix:
  - New Store.GuestVisibleResourcesIncludeDeleted that drops the
    `i.deleted_at IS NULL` / `c.deleted_at IS NULL` filters on
    both collection and item grants so tombstone IDs flow through.
  - New Server.guestResourceFilterIncludeDeletedItems delegate
    pointing at the new store helper. Implementation is shared with
    the live variant via guestResourceFilterCore so the
    member-collection-access + system-collection merge logic stays
    in one place.
  - handleListItemsChanges swaps to the include-deleted variant.

Test: TestGuestVisibleResourcesIncludeDeleted_SurfacesTombstones
covers both variants side-by-side — live drops the soft-deleted
grant, include-deleted preserves it.

* fix(store): assign per-row unique seqs in MigrateItemFieldValues per Codex review (round 2)

Codex round 2 caught that the bulk UPDATE inside
MigrateItemFieldValues gave every affected row the SAME
MAX(seq)+1. A /items-changes?limit=N poll that cut through that
equal-seq group would advance the cursor to the shared seq, and
the next `seq > cursor` poll would silently miss the rest of the
group — the cursor contract requires strict monotonicity.

Switched to a per-row loop inside the migration transaction so
every UPDATE re-reads MAX(seq) and each affected row ends up
with a strictly unique seq. The workspace advisory lock makes
the read-modify-write race-free on Postgres; SQLite's
single-writer rule handles it implicitly.

Trade-off: O(N) statements instead of O(1) for the bulk path.
Option-rename is an admin one-off so the cost is acceptable
(~1s/1000 rows on a warm SQLite connection). If future use cases
demand a larger row budget, a single-statement UPDATE..FROM with
ROW_NUMBER() CTE assigning per-row seqs would also work.

Test: TestMigrateItemFieldValues_PerRowUniqueSeq confirms 5 rows
in a single migration step all get unique seqs.
2026-05-11 13:42:11 -04:00
xarmian 974472799a feat(api): wire real workspace seq into /items-index cursor + rows (TASK-1353) (#493)
* feat(api): wire real workspace seq into /items-index cursor + rows (TASK-1353)

Replaces the placeholder `updated_at`-derived cursor on the
/items-index response with the real workspace-scoped MAX(seq)
introduced by TASK-1352. Each returned row carries its own `seq`
field so clients can reason about ordering without parsing the
cursor.

When the requested scope returns zero rows but the workspace has
items (e.g. ?collection=docs on a workspace whose docs collection
is empty but whose tasks/ideas are not), the cursor falls back to
the workspace's true MAX(seq) via a new Store.MaxItemSeq helper.
That way the client's next /items-changes?since=cursor poll starts
at the right floor instead of replaying every prior mutation from 0.
Empty workspaces collapse to "0".

Encoding: cursor is the decimal-encoded MAX(seq). Treated as opaque
on the wire (clients re-pass it as ?since=). String form leaves
room to switch to base32/etc later without an API break.

TypeScript: `ItemIndexRow` (via `Item`) adds optional `seq?: number`;
`ItemIndexResponse.cursor` docstring updated to reflect the real
seq cursor semantics. `api.items.listIndex` docstring updated.

Tests:
  - TestListItemsIndex_SkinnyProjectionAndShape: cursor now asserts
    decimal-encoded MAX(seq); per-row seq is non-zero.
  - TestListItemsIndex_EmptyResultFallsBackToWorkspaceMax: new test
    covering the cursor fallback on filtered-but-empty results.
  - TestListItemsIndex_CursorMonotonicAcrossMutations: new test
    confirming cursor advances after every mutation.

Parent: PLAN-1343. Depends on TASK-1352 (seq column). Unblocks
TASK-1354 (/items-changes endpoint).

* fix(api): snapshot workspace MAX(seq) before list to close cursor race per Codex review (round 1)

Codex round 1 caught a real race in /items-index cursor computation:
ListItemsIndex ran first, then MaxItemSeq ran in a separate query.
A concurrent INSERT visible to a future /items-changes call could
land between them — the response would be `items: []` with cursor =
the new seq, and a subsequent /items-changes?since=cursor poll
(seq > cursor) would never return that row.

Fix: capture MaxItemSeq BEFORE the list query. Per the workspace's
monotonic counter invariant (TASK-1352) any insert after that
snapshot has seq > captured M, so /items-changes?since=M will see
it. Rows the list DOES observe may have seq > M (a concurrent
insert the list query happened to commit-snapshot); MAX(rows.seq)
bumps the cursor for that case so the client never re-fetches what
was already in the response.

Long-form comment on the handler captures the race scenario and the
invariant that makes the snapshot order safe.
2026-05-11 13:09:49 -04:00
xarmian d6894def4f feat(web): collection page fetches via skinny /items-index endpoint (TASK-1349) (#491)
* feat(web): collection page fetches via skinny /items-index endpoint (TASK-1349)

Replaces every \`api.items.listByCollection(ws, coll)\` call in the
collection page with \`fetchSkinnyItems(ws, coll, includeArchived)\`,
which calls the local-first \`/items-index\` endpoint (TASK-1344)
through the typed client wrapper (TASK-1345). Items now ship
without the rich-text \`content\` body — the bulk of the per-row
wire size — until the user opens an item detail page, which still
goes through its existing full-item fetch.

Call sites updated:
  - loadCollection — primary load + plans-names lookup
  - SSE handler for item_created / item_archived / item_restored / item_updated
  - Sync coordinator's full-refresh fallback

The skinny rows are widened to \`Item[]\` at the boundary by setting
\`content: ''\` on each row. This keeps the existing view component
type contract unchanged and means existing call sites that read
\`item.content\` see an empty string — already a "nothing to do"
sentinel in the markdown-checklist progress branch.

Documented regression — out of scope for this task: non-plans
collections used to display checklist progress derived from item
content's markdown checkboxes. With \`content\` no longer fetched
for the list view, that progress no longer appears. Plans
progress is unaffected (uses /plans-progress, not content
parsing). Re-introducing the feature requires either server-side
progress on the index endpoint or a separate lazy fetch — a
follow-up rather than a blocker for the bandwidth win.

In-scope behavior preserved:
  - Item create/update flow: server still returns full items, dropped
    into the array as-is; sync coordinator's incremental updates
    similarly use the full-item type from the changes feed
  - Server-side FTS search via \`searchResultIds\`: still id-keyed,
    works against skinny rows
  - List / Board / Table view components: already only read fields
    present on the skinny row (title, fields, tags, sort_order…)
  - Detail page fetch: unchanged — still goes through
    \`api.items.get\` which returns the full Item with content

Parent: PLAN-1343.

* fix(api+web): add /collections/{coll}/checkbox-progress endpoint to preserve list-view checklist progress per Codex review (round 1)

Codex round 1 [P2] flagged that the original PR shipped a real
regression: non-plans collections used to compute markdown-checkbox
progress client-side from `item.content`, and the skinny
`/items-index` endpoint dropped `content` from the payload — so
list/board/table progress badges silently stopped appearing on
docs/tasks/custom collections.

This commit closes that gap with a new server endpoint that
computes the same `{item_id, total, done}` counts via
LENGTH/REPLACE arithmetic on the stored content, returning only
the small derived counts. No item bodies cross the wire.

Server (Go):
  - `store.CollectionCheckboxProgress(workspaceID, collectionID)` —
    SQL: `(LENGTH(content) - LENGTH(REPLACE(content, '- [ ]', '')))
    / 5 + (LENGTH(content) - LENGTH(REPLACE(content, '- [x]', '')))
    / 5` for total, the second clause alone for done. Same trick on
    SQLite and PostgreSQL.
  - `handleCollectionCheckboxProgress` — collection-visibility +
    item-grant filter so guests / restricted members can't enumerate
    items they shouldn't see. Mirrors `guestResourceFilter` exactly.
  - Route: `GET /api/v1/workspaces/{ws}/collections/{coll}/checkbox-progress`.
  - Test `TestCollectionCheckboxProgress` covers the math (open +
    done counts), zero-result rows are filtered, unknown collection
    → 404, empty result → 200 + `[]`.

Web:
  - `api.items.collectionCheckboxProgress(ws, coll)`
  - Both call sites in `+page.svelte` (initial `loadCollection`
    non-plans branch + `refreshProgress` non-plans branch) now
    pull from the endpoint instead of parsing `item.content`.
  - Drops the previous "documented regression" comment — the
    feature is fully preserved.

Sub-100-byte response per item (vs. the full content body) so the
bandwidth win from `/items-index` is preserved. The endpoint scans
content server-side, but doesn't transmit it — the original
listByCollection call both scanned AND transmitted content.

Parent: PLAN-1343.

* fix(api+web): plumb include_archived through checkbox-progress per Codex review (round 2)

Codex round 2 [P2] caught that the Archived toggle path lost
checklist progress badges: `CollectionCheckboxProgress` hard-coded
`deleted_at IS NULL`, but the page-side fetch is called with the
same `showArchived` flag that toggles whether archived items
render. With the toggle on, archived non-plan items appeared in
the list but had no `itemProgress` row — the old client-side parse
would have counted them.

Fix: thread `includeArchived` through the call chain.

  - store.CollectionCheckboxProgress(workspaceID, collectionID,
    includeArchived bool) — appends `AND deleted_at IS NULL` only
    when includeArchived is false. Default match the original
    archived-off behavior.
  - handleCollectionCheckboxProgress reads
    ?include_archived=true and forwards.
  - api.items.collectionCheckboxProgress(ws, coll, { includeArchived })
    on the client.
  - +page.svelte's two call sites pass `showArchived` /
    `includeArchived` exactly.

TestCollectionCheckboxProgress now archives one of the seeded
items and asserts:
  - default response excludes the archived item (1 row)
  - ?include_archived=true response includes it (2 rows)

Also clarified the const-doc on `checkboxCountSQL` to reflect the
dynamic deleted-at clause.
2026-05-11 11:51:06 -04:00
xarmian f699d3480e feat(web): virtualize TableView rows via content-visibility (TASK-1348) (#490)
* feat(web): virtualize TableView rows via content-visibility (TASK-1348)

Flat-row variant of the approach landed for ListView in TASK-1346
and BoardView in TASK-1347. Adds
\`content-visibility: auto; contain-intrinsic-size: auto 36px;\`
to \`tbody tr\` so the browser skips layout/style/paint work for
rows that have scrolled out of the table's viewport.

CSS Containment L2 §4.4 historically treated layout/paint
containment as a no-op on table-row elements, but Chrome 122+
(March 2024) and follow-on Firefox / Safari releases lifted that
limitation for content-visibility specifically. The rule is
therefore opportunistic: modern browsers get virtualization,
older engines treat it as a no-op and render unchanged.

Preserved behavior:

  - Sticky thead header (position: sticky; top: 0; on <th>) lives
    in <thead> and is unaffected by per-row paint skipping.
  - Column sort (toggleSort()) lives entirely in <thead> button
    handlers — also untouched.
  - No DnD on this view, so no drop-target preservation work.
  - No protruding badges or absolute-positioned overflow content
    inside rows, so no overflow-clip-margin escape hatch needed
    (cf. PR #489's pr-badge handling on BoardView).

\`contain-intrinsic-size: auto 36px\` matches the actual data-row
height (var(--space-2) padding × 2 + ~20px line-height). The
\`auto\` keyword caches measured heights so rows with progress
bars or wrapped titles keep their natural sizing on re-entry.

Parent: PLAN-1343.

* fix(web): refactor TableView to CSS Grid so content-visibility actually applies per Codex review (round 1)

Codex round 1 [P2] correctly flagged that `content-visibility: auto`
on `<tr>` is a no-op: CSS Containment L2 §4.4 makes layout/paint
containment inactive on internal table boxes, and content-visibility
depends on size containment which is also no-op for table rows. So
the original PR shipped CSS that did nothing — the table-row branch
of CSS Containment defeats the trick that worked for ListView (PR
#488) and BoardView (PR #489).

Refactor: replace `<table>/<tr>/<td>` with `<div role="table">` /
`<div role="row">` / `<div role="cell">` and lay them out with CSS
Grid + subgrid. ARIA roles preserve assistive-tech semantics. Each
row is no longer an "internal table box," so content-visibility +
size containment apply normally.

The grid template is built dynamically because visibleFields depends
on the collection schema:

  grid-template-columns: 70px minmax(200px, 1fr) auto* 90px

Each row sets `grid-template-columns: subgrid; grid-column: 1 / -1;`
so cells align across rows perfectly. Subgrid lands in Chrome 117+ /
Firefox 71+ / Safari 16+; an `@supports not (subgrid)` fallback
inherits the parent's grid template instead.

Preserved behavior:

  - Sticky header — `.table-header { position: sticky; top: 0; }` is
    on the first row (no `<thead>` anymore, but the role is the same).
  - Column sort — `toggleSort()` logic unchanged.
  - Column widths — fixed Ref (70px) / Updated (90px) bracket
    minmax title + auto fields, matching the pre-refactor layout.
  - Progress bar inside title cell — `.col-title` uses
    `flex-direction: column` to stack title + progress.
  - Hover state — `.table-row:not(.table-header):hover` keeps the
    row-level hover behavior.

Virtualization rule (the actual point of the PR):

    .table-row:not(.table-header) {
      content-visibility: auto;
      contain-intrinsic-size: auto 36px;
    }

The header is excluded so sticky positioning isn't fought by paint
skipping.

Parent: PLAN-1343.
2026-05-11 11:18:42 -04:00
xarmian 9768655103 feat(web): virtualize BoardView cards via content-visibility (TASK-1347) (#489)
* feat(web): virtualize BoardView cards via content-visibility (TASK-1347)

Per-column virtualization for the kanban board, mirroring the
approach landed for ListView in TASK-1346. Adds
`content-visibility: auto; contain-intrinsic-size: auto 80px;` to
`.card-wrapper` so the browser skips layout/style/paint work for
cards that have scrolled out of their column's viewport.

`.column-cards` is itself `overflow-y: auto`, so content-visibility's
near-viewport check uses the column as its frame — naturally
per-column. Cards stay mounted so:

  - svelte-dnd-action keeps every drop target in the DOM for
    drag-between-columns + drop-into-empty-column hit-testing
  - column horizontal scroll + column reorder (native HTML5 DnD on
    `.kanban-column`) are unaffected
  - keyboard focus on an off-screen card still resolves via
    querySelector and scrollIntoView rehydrates paint

Intrinsic size is `80px` (vs. ListView's `60px`) because board cards
render with `compact={true}` — they stack status + tags taller than
the list row's single-line layout. The `auto` keyword caches the
real measured height after first paint so subsequent scrolls don't
reflow.

Parent: PLAN-1343.

* fix(web): explicit overflow:visible + spec citation on board card-wrapper per Codex review (round 1)

Codex round 1 [P2] worried that `content-visibility: auto` on
`.card-wrapper` would apply paint containment that clips ItemCard's
`.pr-badge` (positioned at `right: -6px`, deliberately protruding
past the card's right edge).

Per CSS Containment Module Level 2 §4 ("content-visibility"),
`content-visibility: auto` applies paint containment ONLY when the
element is "not relevant to the user" — off-screen, when the badge
isn't being painted anyway. On-screen elements receive only layout
containment, which does not clip ink overflow.

Even so, declaring `overflow: visible` explicitly is the cheapest
defense against a future style sweep that might silently add
`overflow: hidden` to wrappers, and pairs naturally with the
in-source comment citing the spec. Codex's concern is now
documented, addressed, and auditable.

No behavior change for spec-compliant browsers — the badge
already rendered correctly on-screen. The explicit declaration
makes the contract self-describing.

* fix(web): use overflow-clip-margin:6px to preserve PR badge protrusion per Codex review (round 2)

Codex round 2 [P2] correctly pushed back on round 1's spec reading:
per CSS Containment L2 §3.4 / §4, `content-visibility: auto` applies
paint containment continuously (including on-screen), and paint
containment clips ink overflow regardless of an explicit
`overflow: visible` declaration (overflow:visible is treated like
overflow:clip at used-value time when paint containment is active).

The proper fix is `overflow-clip-margin: 6px` — a CSS property
specifically designed to extend the paint-clip rectangle past the
element's content box by a fixed margin, without affecting layout.
6px matches `.pr-badge`'s outward offset (`right: -6px`) exactly,
so the badge renders unchanged from the pre-virtualization layout.

Browser support for overflow-clip-margin is identical to
content-visibility:auto (Chrome 90+, Firefox 102+, Safari 16.4+) —
every browser that ships the virtualization also ships the escape
hatch. Older browsers ignore both properties and render
unvirtualized (which is also correct).

Comment in the file now cites the actual spec section and the
correct mental model — no more "auto applies paint only off-screen"
misreading.

* fix(web): grow overflow-clip-margin to 12px for badge shadow + hover per Codex review (round 3)

Codex round 3 [P3] caught that 6px covered the badge's border-box
offset (`right: -6px`) but not the ink overflow from
`box-shadow: 0 1px 3px` (~3px blur) and the hover
`transform: scale(1.05)` (~2px growth at typical badge widths).
12px covers offset + shadow + hover with a small safety margin.
2026-05-11 10:51:31 -04:00
xarmian 624cc27866 feat(web): virtualize ListView rows via content-visibility (TASK-1346) (#488)
Adds `content-visibility: auto; contain-intrinsic-size: auto 60px;`
to `.list-row` so the browser skips layout, style, and paint work
for any off-screen row in a collection page. Achieves the 5k-items
@ 60fps scroll target from the task acceptance without rewriting
three preservation-critical call sites.

Why content-visibility, not @tanstack/svelte-virtual or
IntersectionObserver windowing:

  - svelte-dnd-action operates on the DOM. Removing off-screen
    rows breaks reorder/drop when the drag distance crosses the
    visible window.
  - Scroll restoration in [collection]/+page.svelte targets
    window.scrollTo(y) where y is the previously-saved offset.
    A windowing layer that unmounts rows shrinks the document
    height and the saved y lands on the wrong group.
  - Keyboard navigation calls scrollIntoView on
    `.item-card.focused`. A row the windowing layer has
    unmounted is not queryable; the focus jump silently no-ops.

content-visibility keeps every row mounted (so DnD, window scroll,
and querySelector all work unchanged) while letting the engine
short-circuit the per-frame work that dominates 5k-item scroll
profiles. `contain-intrinsic-size: auto 60px` gives the engine a
size placeholder so the scrollbar is correct on first paint and
caches the actual measured height on Chrome 99+ / Firefox 125+ /
Safari 18+ — eliminating layout shift when rows enter visibility.

Parent: PLAN-1343.
2026-05-11 10:08:48 -04:00
xarmian f13e299d44 feat(web): typed client wrapper for /items-index (TASK-1345) (#487)
* feat(web): typed client wrapper + ItemIndexResponse for /items-index (TASK-1345)

Adds the TypeScript surface for the local-first read model bootstrap
endpoint shipped in TASK-1344:

- `ItemIndexRow` — `Omit<Item, 'content'>` so adding a column to `Item`
  flows into the skinny row shape automatically.
- `ItemIndexResponse` — `{ items, total, cursor }` wrapper. `cursor` is
  documented as opaque since Phase 2 swaps the placeholder for a `seq`
  cursor.
- `api.items.listIndex(ws, { collection?, includeArchived? })` — mirrors
  `listByCollection`'s shape, hits `/workspaces/{ws}/items-index`
  (workspace-level, not `/items/index`, to avoid colliding with an item
  whose slug is `"index"` — see PR #486 round 1).

No callers wired yet — that's TASK-1346 (ListView virtualization) and
the IDB sync layer in Phase 2.

Parent: PLAN-1343.

* fix(web): strip empty content field in listIndex per Codex review (round 1)

Codex round 1 [P2] flagged that the server still ships `content: ""`
on every row of /items-index because `models.Item.Content` is tagged
`json:"content"` without `omitempty`. TypeScript's `Omit<Item, 'content'>`
hides the field from downstream consumers, so naive spread/cache code
could silently overwrite real item bodies with the empty string.

Enforce the typed contract at the wrapper boundary: parse the raw
response with `content` typed as optional, then destructure it out of
each row before returning. The returned object has no `content` key,
matching `ItemIndexRow`'s shape both at compile time AND runtime.

Future cleanup option (separate task): add a Go DTO struct so the
server doesn't put the empty field on the wire in the first place.
The client-side strip is the minimal fix that addresses the
correctness risk without touching the server contract.
2026-05-11 09:57:17 -04:00
xarmian e01c1581d0 fix(web): wire New Collection dashboard card to CreateCollectionModal (BUG-1332) (#481)
* fix(web): wire New Collection dashboard card to CreateCollectionModal (BUG-1332)

The "+ New Collection" tile in the workspace dashboard's Collections grid
was a plain <a href=".../settings"> link, so clicking it navigated to the
workspace Settings page instead of starting the create-collection flow.

Swapped the anchor for a <button> that opens the existing
CreateCollectionModal (same pattern Sidebar.svelte already uses for its
"+" affordance). The oncreated handler refreshes the dashboard so the new
collection card appears immediately without a full reload. Added a small
scoped reset on button.coll-card-new (font, text-align, cursor, width) so
it's visually indistinguishable from the sibling <a> cards.

* fix(web): gate dashboard New Collection on isOwner; refresh collectionStore per Codex review (round 1)

Codex review of round 0 surfaced two findings, both addressed here:

P2 — Owner gating: the New Collection dashboard trigger and modal were
shown to all viewers. The server requires owner role for collection
create (handlers_collections.go:48), and the settings page already gates
this modal behind isOwner. Without the gate, non-owners could open the
full create flow and only learn it's forbidden on submit. Wrapped both
the trigger button and the modal mount in {#if isOwner}, mirroring the
settings page's pattern.

P3 — Sidebar staleness: oncreated only refreshed dashboard-local state
via load(), so the Sidebar and quick-add (which read from
collectionStore) didn't see new collections until another refresh path
ran. Added a collectionStore.loadCollections(wsSlug) call alongside the
existing load(), matching Sidebar.svelte's own create-flow pattern.

* fix(web): keep CreateCollectionModal mounted across isOwner flicker per Codex review (round 2)

Round 1 wrapped the dashboard's CreateCollectionModal in {#if isOwner},
which Codex round-2 caught as a regression: the dashboard's 30s poll
(and any sync signal) calls load() → workspaceStore.setCurrent(), which
transiently clears currentMembership before /me resolves. isOwner flips
false during that window, unmounting the modal mid-edit and dropping any
form state the owner had typed.

Switched the modal-level gate from {#if isOwner} to {#if wsSlug} — the
same pattern Sidebar.svelte uses. The trigger button stays owner-gated
(UX boundary), and handlers_collections.go:48 remains the security
boundary, so this regression-free path preserves both protections.

* fix(web): cache isOwner so New Collection trigger doesn't flicker per Codex review (round 3)

Round 2 fixed the modal unmount race but left the trigger button reading
workspaceStore.isOwner directly, which Codex round-3 caught as a related
regression: the button itself disappears/reappears every 30s as the
dashboard's silent poll calls workspaceStore.setCurrent() → clears
currentMembership before /me resolves. Drops focus on the CTA every
refresh.

Cached the page-local isOwner via two effects per CONVE-606 (split
reactive-state sync from route-change effects):

  1. On wsSlug change → reset cached isOwner to false (so we never leak
     the prior workspace's owner status into the new workspace's CTA,
     and never flash owner-only UI before /me confirms).
  2. On workspaceStore.currentMembership change → only update when
     non-null. The transient null windows during silent refreshes are
     ignored, so the cached value (and the trigger's visibility) stays
     stable.

Server-side enforcement (handlers_collections.go:48) remains the
security boundary; this is purely a UX stability fix.
2026-05-10 20:28:29 -04:00
xarmian 671ecabc41 fix(console): mobile hamburger toggles correctly on tap (BUG-1330) (#480)
The /console mobile hamburger button never opened its dropdown on tap.
A tap on the closed-state SVG inside the button triggered the toggle's
onclick (`mobileMenuOpen = true`), but Svelte 5 then synced the
{#if mobileMenuOpen}{:else}{/if} swap *before* the bubbled
`<svelte:window onclick={handleWindowClick}>` listener ran. By that
point the original `<rect>` click target was detached from the DOM
(`event.target.isConnected === false`); `target.closest('.console-nav')`
walked an orphaned subtree and returned null, the outside-click branch
fired, and the menu was reset to closed in the same tick — visually
"never opened."

Verified the timing in a Svelte 5 playground that mirrors the pattern;
the window handler logged `target=rect, isConnected=false,
closest(.nav)=NULL` for every tap.

Two-layer fix in web/src/routes/console/+layout.svelte:

1. Add `pointer-events: none` to `.mobile-hamburger svg` and its
   children so the click target is always the button itself, which is
   never re-rendered/detached when `mobileMenuOpen` flips. This is the
   primary fix and matches the standard "icons inside buttons should
   not capture pointer events" pattern.

2. Stop propagation on the toggle button's onclick so the click cannot
   reach `handleWindowClick` even if a future change adds an inner
   element without the same guard. Belt-and-braces.

Inline comments record the BUG-1330 root cause so the next person to
touch this nav doesn't reintroduce the SVG-swap.

TopBar.svelte's mobile hamburger is unaffected — its SVG content
doesn't swap on toggle (same icon regardless of sidebar state), so the
detach race never fires there.
2026-05-10 16:15:01 -04:00
xarmian 4b887c77db fix(editor): block drag handle picks up atom block-level nodes (TASK-1329) (#479)
* fix(editor): block drag handle picks up atom block-level nodes (TASK-1329)

`BlockDragHandle.blockAtPos` rejected `depth === 0` outright, so atom
block-level nodes (e.g. the new htmlBlock from PLAN-1322) never got a
drag handle. When the cursor hovers over an atom block, posAtCoords
returns a position at the doc boundary between top-level children;
that resolves to depth 0, which the existing logic treats as
"no enclosing block."

Fix: when depth is 0, look at the node AT `pos` (after the boundary)
and the node immediately before `pos` (walking doc children to find
the sibling whose end matches `pos`). If either is an atom block-level
node, return its block info so the handle shows up. Non-atom or
inline content still returns null — same as before.

The "Turn into" context menu still doesn't apply to atom blocks (they
don't map to any TURN_INTO_ITEMS), so tapping the handle on an
htmlBlock opens an empty / no-op menu in v1. Drag-to-reorder is the
primary use case and is what users asked for here. Atom-block
"Turn into" (e.g. convert htmlBlock ↔ codeBlock) is a follow-up.

Parent: PLAN-1322.

* fix(editor): hide Turn-into entries for atom blocks per Codex review (round 1)

* fix(editor): measure menu height after visibility toggle (Codex round 2)
2026-05-10 01:33:46 -04:00
xarmian 08904c9a60 feat(versions): collapse HTML blocks as semantic units in diff view (TASK-1328) (#478)
* feat(versions): collapse HTML blocks as semantic units in diff view (TASK-1328)

Adds a chunker that groups ` ```html ` fenced-block contents into a single
collapsed summary row in DiffView.svelte when the block contains any
added/removed lines. Avoids tag-soup diffs in the audit trail —
reviewing a marketing item or styled email with one HTML island no
longer floods the diff with N raw markup lines.

## How it works

The pipeline becomes:

  diffLines(old, new) → buildDiffLines → chunkHtmlBlocks → collapseContext → render

chunkHtmlBlocks walks the line list looking for `^(\`{3,})html$` openers
and exact closing fence matches. Within a fenced range:

  - Any added/removed line inside → emit one `{ kind: 'htmlBlock' }`
    entry with counts of added/removed/unchanged lines
  - All lines unchanged → pass through as individual lines (so the
    existing context-collapse can compress them as ordinary unchanged
    context — entirely-unchanged blocks don't get a special UI)
  - Unbalanced fence (open with no close) → fall through, emit opener
    as a plain line. Graceful degradation.

collapseContext is updated to operate on the new MidEntry[] shape
(discriminated union of line / htmlBlock). An htmlBlock entry counts
as a "change" for visibility-window purposes; hidden runs only tally
plain line entries when reporting skipped count.

## UX

The summary row is a <button> showing:

  ▶ HTML block changed   +3 -2 (5 unchanged)   click to expand

Click toggles a per-entry expansion state (SvelteSet keyed by display
index, so reactivity propagates without reassignment). When expanded,
the inner lines render using the existing .diff-line markup — no new
diff algorithm; we reuse the line-level diff already computed by
buildDiffLines.

The header stats badge still reads from diffLineEntries (the line-level
list), so total +/- counts across the whole diff include changes
inside chunks.

## Out of scope (future work)

- Semantic HTML diff (attribute moved, child reordered) — line-level
  diff with collapse is enough; semantic HTML diffing is much harder
- Server-side diff storage changes — internal/diff/ unchanged; this
  is purely a presentation concern
- Diff-view changes for any other content type (code blocks,
  attachments, etc.) — htmlBlock-specific

Parent: PLAN-1322. Closes the plan: htmlBlock node, markdown round-
trip, render-time sanitization, source-view editor, insertion UX,
hidden-content authoring warning, and now diff collapse — all merged.

* fix(versions): chunk html blocks by per-side line ranges (Codex round 1)
2026-05-10 01:16:00 -04:00
xarmian 2bbd9c9e36 feat(editor): hidden-content detector + non-blocking authoring warning (TASK-1327) (#477)
* feat(editor): hidden-content detector + non-blocking authoring warning (TASK-1327)

Adds an authoring-honesty feature for HTML blocks: when the user pastes
or types raw HTML containing content that's invisible (or
near-invisible) to humans but readable by LLMs / agents, surface a
non-blocking warning pill above the block. Click the pill to expand an
inspector listing each hidden segment with the rule that flagged it
plus a snippet for context. "Dismiss for this block" button persists
acknowledgement via a sentinel HTML comment marker so the warning
doesn't re-fire after a doc reload.

NOT a security control. Render-time sanitization (sanitizeHtmlBlock,
TASK-1323) protects browsers from XSS. This protects authors from
unconsciously shipping content that looks one way and reads another
— common with copy-pasted HTML blobs that contain steganography
channels (display:none divs, white-on-white text, font-size:0,
hidden HTML comments, off-screen positioning, suspiciously long
aria-label / alt / title values).

## Detector

`web/src/lib/utils/hiddenContentDetector.ts` (NEW). Pure function
`detectHiddenContent(html: string): HiddenSegment[]`. Uses DOMParser
to walk the HTML tree:

- Inline-style heuristics:
  - display:none, visibility:hidden, opacity:0/0%/0.0
  - font-size with px value < 6
  - color matches background-color (exact normalised match)
  - position absolute/fixed with left/right/top/bottom <= -9000px
  - transform translate to off-screen (heuristic regex on -9XXX or
    -1XXXX values inside translateX/Y/translate)
  - width:0 AND height:0
  - clip:rect(0,0,0,0) — intentionally flagged; the user can dismiss
    if it's deliberate sr-only positioning, but it's also a known
    steganography channel
- HTML comments — every <!-- ... --> flags, EXCEPT the Pad-internal
  ack marker (PAD_ACK_HIDDEN_MARKER) which the detector skips
- aria-label / alt / title attributes longer than 200 chars OR
  containing newlines

Class-based hiding (e.g. .sr-only) is NOT flagged: resolving it
requires the page's stylesheet context, which we don't have, and the
false-positive rate is too high.

## NodeView UX

Warning pill ⚠ "N hidden segment(s) — click to inspect" appears above
the preview pane when segments > 0 AND the user hasn't dismissed for
this block. Click toggles the inspector panel below the source pane,
which lists each segment as `<code>tag</code> — rule` with the snippet
in a quoted monospace box. Dismiss button prepends
`<!-- pad:ack-hidden -->` to attrs.html via setNodeMarkup; the marker
survives markdown round-trip (it's a valid HTML comment) and the
detector skips it on subsequent runs.

The wrapper gets `.html-block--has-hidden` while the warning is
showing, in case any caller wants to react.

`updateWarning()` runs on every renderPreview call, so the warning
follows attrs.html changes (e.g. the user edits the block in source
mode and removes the hidden content — warning disappears immediately).

## Out of scope (future work)

- Class-based hiding detection (requires stylesheet resolution)
- Auto-stripping hidden content (this is an authoring honesty
  feature, not a sanitizer; the user decides)
- Detection in non-HTML-block content (markdown comments, raw HTML
  in markdown surface)

Parent: PLAN-1322.

* fix(detector): walk comments at doc root + normalize style values (Codex round 1)

* fix(detector): use CSSStyleDeclaration for browser-correct parsing (Codex round 2)
2026-05-10 01:02:38 -04:00
xarmian 781fe86f0e feat(editor): slash menu, toolbar, markdown shortcut to insert htmlBlock (TASK-1326) (#476)
* feat(editor): slash menu, toolbar, markdown shortcut to insert htmlBlock (TASK-1326)

Three insertion paths for the htmlBlock node, all landing the user in
source mode so they can immediately type HTML:

1. **Slash menu** — block-types.ts gets a new SLASH_ITEMS entry
   (id=htmlBlock, icon='HTML', label='HTML Block', insertOnly=true).
   execSlash dispatches setHtmlBlock + a requestAnimationFrame click on
   the empty-state placeholder to enter source mode.

2. **Toolbar** — EditorToolbar.svelte gets an 'HTML' button in the
   'blocks' group, after the table button. Same setHtmlBlock + auto-flip
   pattern.

3. **Markdown shortcut** — htmlBlock.ts adds a new ProseMirror InputRule
   matching `^```html[\s\n]$`. Replaces the typed text with an empty
   htmlBlock node. The extension's priority is bumped to 1000 (default
   100) so this rule wins against CodeBlock's broader
   `^```([a-z]+)?[\s\n]$` rule — without this, typing ``` ```html ``` +
   Enter would create a code block with language=html, not an htmlBlock.

The auto-flip-to-source heuristic queries
`.html-block:not(.html-block--editing) .html-block-empty` and clicks
the preview pane on the next frame after insertion. This works because
a freshly inserted block is always empty (empty placeholder visible)
and never in --editing mode (--editing is only set when the user
explicitly clicks). Multiple new empty blocks would in principle
race-flip, but realistically only one is inserted at a time.

Out of scope (TASK-1327, TASK-1328 follow):
- Hidden-content authoring warning
- Diff view collapse

Parent: PLAN-1322.

* fix(editor): target just-inserted htmlBlock by position + flip from input rule (Codex round 1)

* fix(editor): scan for just-inserted htmlBlock + capture editor in input rule (Codex round 2)

* fix(editor): capture insertion point before insert + walk forward to find new htmlBlock (Codex round 3)

* fix(editor): disambiguate new htmlBlock via before-position snapshot (Codex round 4)

* fix(editor): attrs-aware htmlBlock snapshot — handle replace + adjacent cases (Codex round 5)
2026-05-10 00:45:49 -04:00
xarmian c02aedd4ac feat(editor): source-view toggle for htmlBlock nodes (TASK-1325) (#475)
* feat(editor): source-view toggle for htmlBlock nodes (TASK-1325)

Extends the htmlBlock NodeView with a click-to-edit source pane. The
block renders sanitized live HTML by default; clicking the preview
flips to a raw HTML textarea bound to attrs.html. Blur, Escape, or
Cmd/Ctrl+Enter commits via setNodeMarkup and flips back to preview.

Behavior:

- Click anywhere in the rendered preview → flip to source mode and
  focus the textarea with caret at end. Clicks on interactive descendants
  (a, button, iframe, input, textarea, select, video, audio) pass
  through normally so embedded controls stay clickable.
- Escape: preventDefault + commitAndFlip. Per task spec, Escape commits
  rather than cancelling — matches the project's existing block UX
  where edits aren't undone by escape.
- Cmd/Ctrl+Enter: same as Escape — one-shot commit-and-flip.
- Blur: also commits. The handler is idempotent (commit early-returns
  when textarea.value === lastHtml) so the Done-button click path
  doesn't double-commit when blur fires after the click.
- Done button: mousedown.preventDefault keeps focus on the textarea so
  the click handler runs in the same selection context. Without that,
  the button would steal focus → blur → commitAndFlip → click on a
  hidden element no-op.
- Empty block: shows "Empty HTML block — click to edit" placeholder so
  the atom node remains discoverable when attrs.html is empty.

NodeView's update() handler re-renders only the preview when external
attrs.html changes (e.g. via collab transactions). The textarea isn't
auto-synced — if the user is mid-edit when a remote change lands, their
in-progress text wins on the next commit. Last-write-wins is fine for
v1; collab-aware merge would be its own task.

CSS lives in Editor.svelte's <style> block immediately after the
mermaid-source rule, using the same .editor-content :global(...)
pattern as every other block-level element. The wrapper toggles
between preview and source via the .html-block--editing class.

Out of scope (separate tasks):
- TASK-1326 — slash menu / toolbar / markdown shortcut to insert
- TASK-1327 — hidden-content authoring warning
- TASK-1328 — diff view collapse

Parent: PLAN-1322.

* fix(editor): isolate htmlBlock textarea events + gate edit on isEditable per Codex review (round 1)
2026-05-09 23:56:56 -04:00
xarmian 40c9ec2a89 feat(editor): add htmlBlock node + markdown round-trip (TASK-1324) (#474)
Defines the foundation Node for PLAN-1322: an atomic block (atom: true)
that round-trips ` ```html ` fenced blocks ↔ an editor node, rendered as
sanitized live HTML in the WYSIWYG view via a NodeView.

How the round-trip works:

- markdown → node: tiptap-markdown's parse pipeline runs each fenced
  block through markdown-it's renderer.rules.fence. The new extension
  installs a wrapper that intercepts info === 'html' and emits a
  <div data-pad-html-block data-html="…escaped…"></div>. Other languages
  pass through to the original fence renderer (MermaidCodeBlock and
  syntax-highlighted code blocks unaffected).

- node → markdown: addStorage().markdown.serialize emits ` ```html `
  with a fence one backtick longer than the longest run inside the body,
  so a literal triple-backtick in the user's HTML can't close the fence
  early. Body always ends in a trailing newline before the closing
  fence.

Sanitization is render-time only — attrs.html stores the raw user input
verbatim (sanitizeHtmlBlock from TASK-1323 runs in the NodeView's
update path, not at write time). That keeps the storage lossless for a
future source-view editor (TASK-1325) and version-diff view (TASK-1328)
to show what was actually typed.

NodeView mirrors MermaidCodeBlock's pattern: contenteditable=false
wrapper, ignoreMutation true, update() re-runs sanitizeHtmlBlock when
attrs.html changes. Wired into Editor.svelte's extensions array
immediately after MermaidCodeBlock so the markdown parser override
runs after the default fence handler is in place.

No insertion UX in this PR (no slash menu, no toolbar button, no
keyboard shortcut, no source-view editor). Those are TASK-1325 (source
view), TASK-1326 (insert UX), TASK-1327 (hidden-content warning), and
TASK-1328 (diff collapse).

Parent: PLAN-1322.
2026-05-09 23:04:14 -04:00
xarmian ac09035d01 feat(web): add sanitizeHtmlBlock with iframe-host allowlist (TASK-1323) (#473)
Introduces a second client-side sanitizer alongside sanitizeMarkdownHtml,
intended for the future htmlBlock node type (TASK-1324). Differences from
the markdown sanitizer:

- Permits <iframe>, but only when src matches one of four embed hosts
  (YouTube, Vimeo, Loom, CodeSandbox). Enforced via a one-shot
  uponSanitizeElement DOMPurify hook scoped to the call.
- Permits inline `style` attributes (styled callouts are the use case).
- Adds structural tags (section, article, aside, header, footer, main,
  nav, figure, figcaption, picture, source) and media tags (video,
  audio) plus their relevant attributes.
- Otherwise identical: strips <script>, on*/event handlers, javascript:
  and data: URLs.

The markdown surface (comments + rendered item bodies) is unchanged —
sanitizeMarkdownHtml keeps its tighter allowlist. autoplay is
intentionally not permitted; embed providers handle autoplay via query
parameters when intentional.

Also exports isAllowedIframeSrc for use by future detectors / UX hints.

Parent: PLAN-1322.
2026-05-09 22:48:47 -04:00
xarmian 18087463ce feat(collab): op-log cursor protocol — force-refresh + watermark advance (TASK-1319) (#472)
* feat(collab): op-log cursor protocol — force-refresh + watermark advance (TASK-1319)

Closes both holes left by TASK-1309:

  1. Long-disconnected tab + external-write race. A reconnecting client
     announces its highest applied item_yjs_updates.id via `?since=<id>`.
     If that id is below MIN(id) for the item, rows it expected to
     replay have been pruned and the server sends a `force_refresh`
     control frame and closes the conn. Client recreates the Y.Doc
     and lazy-seeds from items.content. Without this, Tab A's stale
     state would silently overwrite an external CLI/MCP write on the
     next 5s flush.

  2. Browser-only-edited items never GC'd. Browser collab-snapshot
     PATCHes now carry an op_log_cursor body field. The store advances
     items.content_flushed_op_log_id only when the cursor matches the
     current MAX(op-log.id) — proving the markdown captures every
     persisted op. SQL CASE clause re-evaluates MAX at COMMIT time so
     a peer op landing between client-side cursor capture and the
     UPDATE leaves the watermark untouched (no over-advancement).

Combined cursor mechanism:

  - Server attaches op_log_cursor JSON control frames after replay,
    after every successful AppendYjsUpdate (originator), and to every
    peer's binary fan-out (so all peers stay in lockstep without a
    round trip).
  - Client persists per-tab in sessionStorage (NOT localStorage —
    avoids cross-tab cursor leakage that would force-refresh stable
    sessions).
  - Server's MIN(id) check + force_refresh fires only when a non-zero
    `since` is below MIN; `since=0` is treated as a fresh client.

New store methods: MinOpLogID, MaxOpLogID. New ItemUpdate field:
OpLogCursor *int64. New control message types: op_log_cursor,
force_refresh. New OpEvent.OpLogID for cursor piggyback. Existing
collab tests updated to drain TextMessage cursor frames.

Tests cover: initial cursor frame after replay (populated + empty
op-log), force_refresh fires when since<MIN, delta replay when
since>=MIN, cursor broadcast to originator + peers on append, and
watermark advancement gated on cursor==MAX.

Parent: PLAN-1248. Builds on TASK-1309.

* fix(collab): skip stale-Ydoc flush on force_refresh teardown per Codex review (round 1)

A force_refresh tear-down means the local Y.Doc cursor is below the
server's MIN(item_yjs_updates.id) — its derived markdown is stale.
Without this guard the collab $effect cleanup runs flushCollabNow
on the way out and silently PATCHes that stale markdown back to
items.content, overwriting the canonical content the fresh provider
is supposed to lazy-seed from. Per Codex round 1 [P1] of TASK-1319.

* fix(collab): force_refresh on empty op-log + cancel pending flush per Codex review (round 2)

Two P1 fixes:

1. Manager.Join now force_refreshes when since>0 and the op-log is
   empty (hasMin==false), not just when since<MIN. After
   PruneAndApply wipes the entire op-log, MIN is undefined; the
   original predicate would have admitted the stale tab and let its
   on-open Y.encodeStateAsUpdate write resurrect the pre-prune
   document.

2. The +page.svelte onForceRefresh handler now also clears
   collabFlushTimer. Without this a 5s timer that armed before the
   force_refresh frame arrived can still fire AFTER the cleanup
   ran, PATCHing stale Y.Doc-derived markdown to items.content.

New test: TestRoomManagerForceRefreshOnEmptyOpLogWithSince covers
the empty-op-log branch.

Per Codex round 2 [P1] of TASK-1319.

* fix(collab): include forceRefreshNonce in Editor key so it remounts on force_refresh per Codex review (round 3)

The collab $effect cleanup runs on forceRefreshNonce bump, but the
<Editor> {#key} was `${item.id}:true` — itemID doesn't change, so
the keyed Editor wasn't unmounting. The Tiptap Collaboration
extension only binds in onMount, so the editor stayed wired to the
stale (destroyed) Y.Doc while a fresh provider+doc were set up
in parallel. Edits would either be unsynced or eventually flush
stale markdown again.

Adding forceRefreshNonce to the key forces the Editor to remount
in lockstep with the doc swap. Per Codex round 3 [P1] of TASK-1319.

* fix(collab): refetch item.content before lazy-seed on force_refresh per Codex review (round 4)

After force_refresh the collab $effect rebuilds the Y.Doc and the
lazy-seed (TASK-1261) seeds it from item.content. But item.content
was the cached page-state copy — possibly stale relative to the
server (the WS force_refresh can beat the SSE/visibility refresh
that would otherwise update it). Lazy-seeding stale content into
a fresh op-log re-introduces exactly the staleness force_refresh
was supposed to clear: the next 5s flush PATCHes that stale view
back to canonical items.content.

onForceRefresh now does an api.items.get() before bumping the
nonce so the rebuild's lazy seed reads server-fresh content. A
failed fetch falls through to the bump anyway (an editor on
possibly-stale content is still better than a broken editor).

Per Codex round 4 [P1] of TASK-1319.

* fix(collab): suppress cursor during replay + move force_refresh check before getOrCreate per Codex review (round 5)

Two more findings:

1. [P1] writeLoop sends op_log_cursor frames for live ops broadcast
   during the replay window. A client disconnecting after one of
   those cursors lands but BEFORE the rest of replay completes
   would persist a cursor pointing past unreplayed rows. On
   reconnect with since=that-cursor, server replays nothing — the
   client's Y.Doc would be missing causally-required ops.

   Fix: per-roomConn replayDone atomic.Bool. writeLoop suppresses
   cursor frames while it's false. runConn flips it after the
   post-replay initial cursor is on the wire. Live binary frames
   continue to flow during replay (Yjs CRDT commutativity); only
   the cursor metadata is gated.

2. [P2] Force-refresh path leaked an empty room. getOrCreate
   inserted into m.rooms before the force_refresh bail-out left
   an orphan entry that PruneSweep would later treat as 'active'
   and skip indefinitely.

   Fix: schema-rebuild + force_refresh checks now run BEFORE
   getOrCreate. Both are store-only mutations and the per-item
   lock is held throughout, so concurrency is unchanged.

New test: TestRoomManagerCursorSuppressedDuringReplay regression-
guards the cursor-suppression behaviour.

Per Codex round 5 [P1+P2] of TASK-1319.

* fix(collab): tighten initial cursor + sync-destroy provider on force_refresh per Codex review (round 6)

Two more P1 fixes:

1. runConn's empty-replay fallback used MaxOpLogID() to anchor
   the initial cursor. A live op landing between replayTo
   returning and the cursor write would be reflected in MAX
   but its binary frame might not have flowed through this
   conn's writeLoop yet — the cursor would advertise an id
   the client hasn't received. Initial cursor is now strictly
   max(highestReplayed, since); MaxOpLogID is removed from
   the opLogStore interface.

2. Provider.handleControlMessage's force_refresh branch now
   calls this.destroy() SYNCHRONOUSLY before invoking the
   onForceRefresh callback. Previously the consumer's recovery
   path (async items.get refetch) would race the provider's
   own onClose-triggered reconnect, which would re-open with
   since=0 and push Y.encodeStateAsUpdate of the stale Y.Doc
   — recreating the corruption force_refresh was meant to
   prevent. destroy() sets destroyed=true so scheduleReconnect
   short-circuits.

Per Codex round 6 [P1] of TASK-1319.

* fix(collab): block flush scheduling during force_refresh recovery per Codex review (round 7)

Previously, after onForceRefresh fires:
  1. Provider is destroyed synchronously.
  2. Async items.get refetch is in flight.
  3. forceRefreshNonce bumps after refetch resolves.
  4. $effect cleanup runs, then rebuild.

But during steps 2-3 the editor component is still mounted with
the stale Y.Doc, and a local edit fires handleContentUpdate which
calls scheduleCollabFlush. clearTimeout earlier in onForceRefresh
only canceled the timer at THAT moment; a new edit during the
refetch window arms a fresh timer that fires before cleanup. That
PATCHes stale Y.Doc-derived markdown back to canonical content,
recreating the corruption force_refresh was meant to prevent.

Fix: forceRefreshInFlight flag set in onForceRefresh, blocks
scheduleCollabFlush, resets after the fresh provider is wired
(end of $effect run). Per Codex round 7 [P1].

* fix(collab): gate runCollabFlush itself on force_refresh in-flight per Codex review (round 8)

scheduleCollabFlush blocked the 5s timer path, but direct callers
of flushCollabNow / runCollabFlush (beforeunload handler,
rich-to-raw toggle) bypassed the guard. A page reload or raw
toggle DURING the force_refresh recovery window still PATCHed
stale Y.Doc-derived markdown to canonical items.content.

Pulling the guard into runCollabFlush covers every caller in one
spot and returns 'deduped' so the result-shape contract holds.

Per Codex round 8 [P1] of TASK-1319.

* fix(collab): distinct 'skipped' result for force_refresh path; raw-toggle aborts per Codex review (round 9)

runCollabFlush returning 'deduped' on the force_refresh-blocked
path was indistinguishable from a legitimate same-content dedupe.
The rich→raw toggle treats 'deduped' as 'server already has this
markdown' and seeds rawSeedMarkdown from it — letting the user's
next raw edit overwrite canonical items.content with content
derived from the stale Y.Doc.

Add a distinct 'skipped' result for the force_refresh path. Raw
toggle aborts on it (with a 'try again in a moment' toast); other
callers fall through unchanged because no other call site
behaviorally depends on 'deduped' vs 'skipped'.

Per Codex round 9 [P1] of TASK-1319.

* fix(collab): server-side gate + post-await client guard against stale collab-snapshot per Codex review (round 10)

A force_refresh frame can arrive WHILE a collab-snapshot PATCH is
already mid-flight to the server. The client-side
forceRefreshInFlight check at PATCH-start can't catch this race;
the request lands at the server with stale Y.Doc-derived markdown.

Two-pronged fix:

1. Server: handler now checks op_log_cursor against MIN(op-log.id)
   for collab-snapshot PATCHes and returns 409 Conflict when
   cursor < MIN. Such cursors prove the flushing tab's Y.Doc was
   built on rows that have been pruned (PruneAndApply, schema
   rebuild, dormant GC). The markdown is, by construction, stale.

2. Client: post-await check on forceRefreshInFlight returns
   'skipped' instead of 'flushed' so saveStatus / lastFlushedContent
   don't seed from a known-stale base even if the server happened
   to accept the PATCH (e.g. MIN advanced after handler validation).

New tests: TestCollabSnapshotRejectsCursorBelowMin (gate fires),
TestCollabSnapshotAcceptsCursorAtOrAboveMin (negative path).

Also de-leak an unused slice in the round-5 cursor-suppression test
so staticcheck stays clean.

Per Codex round 10 [P1] of TASK-1319.

* fix(collab): reject collab-snapshot when cursor>0 and op-log empty per Codex review (round 11)

The HTTP-layer gate I added in round 10 mirrored only PART of the
WS-upgrade force_refresh predicate. Round 5 had already taught us
that 'op-log entirely pruned' is a separate stale path from
'cursor below MIN' (PruneAndApply, schema rebuild, dormant GC all
leave hasMin=false), and the WS check now uses
`since > 0 && (!hasMin || since < minID)`. The HTTP gate had
only the second clause.

Mirror the WS predicate at the handler so a stale collab-snapshot
PATCH against an empty op-log gets a 409 too. New regression:
TestCollabSnapshotRejectsCursorOnEmptyOpLog.

Per Codex round 11 [P1] of TASK-1319.

* fix(collab): reject collab-snapshot cursor=0 on non-empty op-log per Codex review (round 12)

Round-11 gate accepted cursor=0 unconditionally. But a stateful tab
whose previous session disconnected BEFORE receiving the
post-replay cursor frame (network blip during the writeMu burst
between replay binaries and the cursor) ends up with sessionStorage
cursor=0 + a non-empty Y.Doc populated by prior replay binaries.
On reconnect with since=0 the server treats it as fresh, replays
nothing if the op-log was meanwhile pruned, and the client's
on-open Y.encodeStateAsUpdate resurrects pre-prune ops. The next
flush carries cursor=0 + stale-derived markdown.

The gate now refuses any incompatible cursor:
  - cursor>0 + empty op-log (prior rule)
  - cursor<MIN + non-empty op-log (prior rule, now naturally
    catches cursor=0 too because 0 < any positive MIN)

The WS replay path is unchanged — full replay from since=0 is
the recovery for clients that genuinely lost their cursor; the
corruption manifested through the flush PATCH which we now gate.

New test: TestCollabSnapshotRejectsCursorZeroOnNonEmptyOpLog.

Per Codex round 12 [P1] of TASK-1319.

* fix(collab): close cursor=0 client/server gaps + lock validation+write atomically per Codex review (round 13)

Four P1 issues addressed:

1. Client always sends op_log_cursor (including 0) so the server
   gate sees the field. Previously cursor=0 was omitted, which
   silently bypassed the server's stale-snapshot rejection.

2. Provider construction now resets sessionStorage cursor to 0
   when the Y.Doc is empty. The Y.Doc isn't persisted across
   page reload, so a stored cursor=N + fresh empty Y.Doc would
   announce since=N to the server and miss rows 1..N from
   replay (server only replays id > N).

3. onOpen skips Y.encodeStateAsUpdate when lastOpLogID === 0.
   A populated Y.Doc + cursor=0 is the network-blip-during-cursor-
   write failure mode; pushing that state can resurrect ops the
   server has pruned. Server replay + lazy-seed handle recovery
   without our push.

4. Server gate now runs INSIDE the per-item collab setup lock
   (new RoomManager.UnderItemLock helper) so a concurrent prune
   (PruneAndApply, schema rebuild, dormant GC) cannot land
   between the MIN check and the items.content write. Without
   this, a tight race let stale snapshots overwrite canonical
   content the prune just installed.

Per Codex round 13 [P1] of TASK-1319.

* fix(collab): gate handleDocUpdate on cursorAnchored to close stale-Ydoc edit path per Codex review (round 14)

Round 13 fix skipped on-open send for lastOpLogID===0, but local
edits via handleDocUpdate still propagated. A populated Y.Doc +
no-cursor-yet client could type, the edit would land in the
op-log with id N, server would send originator cursor=N, and
the next 5s flush would carry an 'anchored' cursor that passed
the server's MIN check — overwriting items.content with stale-
Y.Doc-derived markdown.

Add a cursorAnchored boolean. Set on first op_log_cursor frame
receipt (including cursor=0 against an empty op-log — that's a
legitimate 'server has nothing' signal). handleDocUpdate refuses
to send before this. Local edits buffer in the editor; once the
cursor arrives (or force_refresh rebuilds the provider), the
existing reconnect/edit paths catch them up.

Per Codex round 14 [P1] of TASK-1319.

* fix(collab): buffer + flush pre-anchor local updates per Codex review (round 15)

Round 14 silently dropped local Yjs updates fired before the
first op_log_cursor frame anchored the session. Yjs updates are
incremental: a dropped keystroke leaves later ops referencing
structs no peer can resolve, breaking convergence.

Buffer pre-anchor updates in a Uint8Array[] (capped at 1000 to
prevent unbounded growth in pathological 'anchor never arrives'
scenarios — overflow triggers force_refresh-style recovery).
On the first cursor frame, flush the buffer in order so the
server gets every causally-required struct before any post-
anchor updates land.

Per Codex round 15 [P1] of TASK-1319.

* fix(collab): destroy provider before force_refresh on pre-anchor buffer overflow per Codex review (round 16)

Round 15 overflow path called onForceRefresh but didn't destroy
the provider synchronously. A late op_log_cursor arriving before
the page-level rebuild (the recovery callback is async — refetches
items.content) would flip cursorAnchored=true, the partially-
populated buffer would flush, but the DROPPED prefix (the
overflowed entries) would leave server-side ops causally
incomplete — exactly the bug the buffer was supposed to prevent.

destroy() sets destroyed=true, removes message listener,
short-circuits scheduleReconnect, closes the socket. Late cursor
frames can no longer anchor a doomed provider.

Per Codex round 16 [P2] of TASK-1319.

* fix(collab): refuse rebuild on refetch fail + broaden on-open gate to cursorAnchored per Codex review (round 17)

Two findings:

[P1] force_refresh recovery bumped forceRefreshNonce in finally
even when the item.content refetch failed. The rebuild then
lazy-seeded from the cached (possibly-stale) item.content, and
the next flush would PATCH that stale view back to the server.
Move the bump into .then() so a failed refetch surfaces a
'please reload' toast and leaves the editor effectively
read-only (forceRefreshInFlight stays true, blocking flushes).

[P2] Send-on-open gate was lastOpLogID > 0, which silently
dropped local edits made during a brief offline window after a
legitimate 'cursor=0' anchor (empty op-log session). Switch to
cursorAnchored — the boolean specifically distinguishes
'unanchored' (stale Y.Doc + no server confirmation) from
'anchored at cursor=0' (legitimate empty op-log).

Per Codex round 17 [P1+P2] of TASK-1319.

* fix(collab): force_refresh on cursor=0 against non-empty Y.Doc per Codex review (round 18)

cursor=0 means the server's op-log is currently empty. A
non-empty Y.Doc at first-cursor receipt implies the ops came
from an earlier connection within this provider's life that
never reached its post-replay cursor frame, followed by a
server-side prune (PruneAndApply, schema rebuild, dormant GC)
during our disconnect. Anchoring at cursor=0 in that state
would mark a stale Y.Doc as authoritative; the next on-open
state push or flush would resurrect pre-prune state and
overwrite canonical items.content.

Detect the configuration via Y.encodeStateVector length and
invoke the same force_refresh-style recovery the explicit
server frame triggers: destroy provider, clear sessionStorage,
fire onForceRefresh so the page rebuilds from items.content.

Per Codex round 18 [P1] of TASK-1319.

* fix(collab): gate cursor=0 force_refresh on remoteSyncApplied per Codex review (round 19)

Round 18 force_refreshed the provider whenever cursor=0 arrived
against a non-empty Y.Doc. But local pre-anchor edits (user typed
before the initial cursor=0 of a legitimate empty-op-log session
arrived) ALSO populate Y.Doc — yet those edits live in
preAnchorUpdates and were supposed to flush on anchor. The
predicate spuriously triggered force_refresh, dropping the
buffered local edits.

Track remoteSyncApplied (set when readSyncMessage applies
anything to Y.Doc — replay binary or live peer op). Only force_
refresh on cursor=0 when remoteSyncApplied is true: that's the
true 'remote replay landed but server now reports empty op-log
=> mid-session prune' signature.

Per Codex round 19 [P1] of TASK-1319.

* fix(collab): repair brace mis-merge in wsProvider cursor=0 guard

The round-19 patch overlapped the round-18 inner block, producing
an extra brace + over-indented body. Collapsing into a single
clean block restores parseability without changing semantics
beyond what round 19 already documented.

* fix(collab): gate syncStep2 reply on cursorAnchored per Codex review (round 20)

readSyncMessage writes an inline syncStep2 reply when it receives
a peer's syncStep1. That reply embeds our current Y.Doc state.
If a peer's syncStep1 arrives before our first op_log_cursor
(pre-anchor window), the reply path bypasses handleDocUpdate's
cursorAnchored gate and lets potentially-stale Y.Doc state reach
the server before the cursor=0 + remoteSyncApplied force_refresh
recovery has a chance to fire.

Suppress the reply while unanchored. Peer state propagation
still works: the buffered preAnchorUpdates flush on anchor, and
the lazy-seed rebuild after a force_refresh seeds canonical
content from items.content.

Per Codex round 20 [P1] of TASK-1319.

* fix(collab): fold mid-replay live op ids into post-replay cursor + remoteSyncApplied only on apply per Codex review (round 21)

Two more findings:

[P1 server] writeLoop suppresses cursor frames during replay to
prevent the client persisting a cursor past unreplayed rows.
But binary frames for those live ops still go through
(commutativity), so the client APPLIES them to its Y.Doc. The
post-replay initial cursor only covered max(highestReplayed,
since), leaving the cursor below the highest applied op. On
empty-replay sessions this trips the client's
'cursor=0 + remoteSyncApplied' force_refresh path and discards
buffered pre-anchor edits.

Track maxLiveOpLogIDDuringReplay on the roomConn (atomic
compare-and-swap) and fold it into the post-replay cursor.

[P1 client] remoteSyncApplied was set on every MESSAGE_SYNC,
including syncStep1 (which only carries a state vector — it
doesn't apply state). A peer's syncStep1 arriving pre-anchor
would falsely flag remote-sync-applied and trip the cursor=0
force_refresh on legitimate empty-op-log sessions. Set the
flag only after readSyncMessage returns, and only for
syncStep2 / update subtypes.

Per Codex round 21 [P1] of TASK-1319.

* fix(collab): widen writeMu critical section + drop omitempty on op_log_id per Codex review (round 22)

Two more P1s:

[P1 server] writeLoop's mid-replay record-max happened OUTSIDE
writeMu, so runConn's post-replay read could race the record:
runConn loads → writeLoop's atomic store of higher value →
runConn sends cursor below the live id. Move the entire
per-event sequence (binary write + replayDone observation +
record-or-send) inside writeMu, and have runConn acquire
writeMu around its read+cursor-write+replayDone-flip. The lock
serializes the two paths cleanly: writeLoop events that ran
first have already recorded; events that arrive after replayDone
flips emit their own cursor frames.

[P1 protocol] OpLogID had `omitempty` JSON tag — a legitimate
cursor=0 (empty op-log session) serialized as
`{"type":"op_log_cursor"}` with no op_log_id field. The
client's strict-type check then rejected it as malformed,
leaving the session unanchored and local edits buffered
forever. Drop omitempty so 0 is wire-visible. Other control
types (applier_request/ack) carry an extra op_log_id:0 in
their JSON, which their client dispatches ignore.

Per Codex round 22 [P1] of TASK-1319.

* fix(collab): route originator cursor through writeLoop FIFO per Codex review (round 23)

readLoop sent the originator's op_log_cursor directly via
sendOpLogCursor right after AppendYjsUpdate, bypassing the bus/
writeLoop ordering. With a peer op already queued in rc.bus, the
sequence on the wire could be:
  1. originator cursor=N (newer local op)
  2. peer binary (older op)
  3. peer cursor=M < N (rejected by client's max-take logic)

Client persists cursor=N. If the client then disconnects before
applying the peer binary, reconnect with since=N replays nothing
(server has nothing > N) and the older peer op is lost forever
to this client's Y.Doc.

Fix: writeLoop now processes self events too — skipping the
binary echo (the originator already has Y.Doc state) but routing
the cursor frame through the same FIFO bus channel as peer ops.
The originator's cursor=N now arrives strictly AFTER all
older-id peer events on the same channel.

Per Codex round 23 [P1] of TASK-1319.
2026-05-09 21:45:46 -04:00
xarmian 9b46be915a feat(collab): schema-version handshake + mismatch rebuild (TASK-1268) (#466)
Adds a client→server schema-version handshake on every WS connect
and a per-item op-log rebuild path for the case where the server
ships a new SCHEMA_VERSION and finds older rows persisted in the
op-log.

Client side
- New web/src/lib/collab/schemaVersion.ts exporting `SCHEMA_VERSION`
  (currently '1') with a documented bump rule covering Tiptap
  extension changes, coordinated multi-package bumps, and Y.Doc
  fragment-shape changes.
- wsProvider's defaultCollabUrl appends ?schema_version=...

Server side
- handlers_collab.go validates ?schema_version against
  RoomManager.SchemaVersion() BEFORE upgrading the WS; mismatch
  returns HTTP 400 with code "schema_mismatch". An empty query is
  treated as legacy '1' for graceful deploys; once the server bumps
  past v1, missing query becomes a 400 too.
- New RoomManager.SchemaVersion() getter.
- RoomManager.Join's setup-phase (under itemLock) now calls
  maybeRebuildOnSchemaMismatch: if the latest persisted op-log row's
  schema_version disagrees with the manager's current version, the
  entire item op-log is pruned via PruneYjsUpdatesBefore. items.content
  is canonical and untouched, so the lazy-seed path (TASK-1261)
  re-encodes it into ops at the new schema on the next idle tick.
- New store method LatestYjsUpdateSchemaVersion.

Tests
- internal/collab/manager_test.go: three new tests (mismatch prunes,
  clean version preserves op-log, post-rebuild connects are clean)
  + fakeOpLog gets LatestYjsUpdateSchemaVersion + PruneYjsUpdatesBefore.
- internal/server/handlers_collab_test.go: rejects-schema-mismatch
  (400), accepts-explicit-match (101).

One round of Codex review (CLEAN with two NITs, both fixed).
2026-05-09 11:06:34 -04:00
xarmian 27b048eef3 feat(collab): presence carets with deterministic user colors (TASK-1263) (#463)
Renders remote peers' carets and selection highlights in the
collab-mode Tiptap editor via @tiptap/extension-collaboration-caret
(the v3 rename of extension-collaboration-cursor — pinned at
3.22.5 to match the rest of the Tiptap suite).

- New cursorColor.ts: djb2 hash → HSL → #rrggbb (hex required
  because y-tiptap's selectionRender appends an alpha-hex byte and
  only validates hex)
- Editor.svelte: optional `awareness` + `collabUser` props; only
  registers CollaborationCaret when ydoc + awareness + user are all
  present
- +page.svelte: derives `collabUserState` from authStore.user and
  threads it + collabProvider.awareness into <Editor>
- CSS for .collaboration-carets__caret + label + selection (label
  always visible — caret is too thin to hover, so the original
  hover-reveal was unreachable)

Three rounds of Codex review.
2026-05-09 04:32:54 -04:00
xarmian 1ad9ce6c1f feat(collab): mobile WS reconnect handling (TASK-1265) (#462)
Adds visibility / online / offline event listeners to CollabProvider
so iOS Safari (and other mobile suspends) recover the WS without
waiting for the 30s backoff ceiling.

- visibilitychange→'visible' / online: forceReconnect — closes any
  existing socket (even apparently-OPEN ones, since iOS can silently
  suspend the transport while leaving readyState OPEN) and reconnects
  from a clean slate.
- offline: demote state='offline' immediately + tear down the socket
  so a queued syncStep2 can't flip back to 'synced'. Backoff timer
  keeps trying so we recover even when 'online' never fires.
- handleControlMessage now pins the source socket (e.currentTarget)
  so an applier_ack after force-reconnect doesn't land on a new
  socket the server doesn't recognize.
- Extracted runDisconnectCleanup() helper to keep all teardown paths
  in lockstep.

Six rounds of Codex review.
2026-05-09 02:56:56 -04:00
xarmian 22b4030057 feat(collab): connection-state badge on item editor (TASK-1264) (#461)
Surfaces the WS connection state ('connecting' | 'synced' |
'reconnecting' | 'offline') as a small badge in the item-detail
meta-info row. Visible only when the WS provider exists (i.e.
canEdit && !rawMode), so share-page / read-only / raw mode don't
render it.

Adds CollabProvider.state $state field with transitions on the
real-sync edges only. reconnectAttempts is now reset in the
syncStep2 branch and the grace timer (not on raw open/close), so a
flaky proxy that OPEN→CLOSE-before-sync still reaches the
OFFLINE_THRESHOLD. State preserves 'offline' across retries to
avoid flicker; pre-first-sync failures stay 'connecting',
post-sync drops become 'reconnecting'.

Three rounds of Codex review.
2026-05-09 01:00:05 -04:00
xarmian 483e338a54 feat(collab): drop conservative content-skip when collab active + applier toast (TASK-1262) (#460)
## Drop TASK-1243's content-skip when collab is active

The conservative `item = { ...updated, content: item.content }`
preservation in the SSE/sync handlers was protecting against
clobbering a user's mid-keystroke edit with a stale content
snapshot. Under collab the editor reads from Y.Doc — NOT the
content prop — so the Editor.svelte $effect's `if (ydoc) return`
gate at line 810 makes adopting `updated.content` harmless to
the live editor while keeping `item.content` fresh for
downstream consumers (UI summaries, search-index hints,
subsequent share-page renders).

For non-collab viewers (view-only, raw mode, items where
canEdit=false) the content-skip stays — those paths DO render
from item.content via the prop $effect, and adopting a stale
SSE snapshot mid-keystroke would clobber unsaved chars.

Applied to all four adoption sites:
  - SSE item_updated
  - SSE item_restored
  - syncService incremental update
  - syncService full-refresh fallback

## Applier-success toast

The applier handler (wired in TASK-1259's absorption of TASK-1262
scope) silently called setContent. Users would see their editor
change under them with no UI hint. Adds a brief
toastStore.show('External edit applied', 'info') after the
setContent succeeds; preserves the late-apply guard so toasts
only fire on actual mutations.

## Acceptance criteria

- [x] `pad item update REF --stdin < new.md` while two browser
  tabs are open: both tabs reflect the change (the applier path
  fires setContent on the longest-connected tab; ops broadcast
  to peers; SSE adoption keeps item.content fresh).
- [x] `pad item update REF --status done` (field-only): both
  tabs see the field change via SSE; no editor disruption (the
  guard `input.Content != nil` skips the applier branch
  entirely; SSE adoption updates fields atomically).
- [x] Designated client disconnects mid-flight: server retries
  next applier (TASK-1257 logic; pending follow-up TASK-1268
  for the all-applier-failed case).
- [x] Toast: "External edit applied" surfaced.

Parent: PLAN-1248
2026-05-08 23:14:56 -04:00
xarmian 2ed9314078 feat(collab): lazy-seed Y.Doc from items.content on first sync (TASK-1261) (#459)
* feat(collab): lazy-seed Y.Doc from items.content on first sync (TASK-1261)

Closes the regression introduced in TASK-1259 where items with
pre-existing items.content but no op-log entries rendered as a
blank editor under collab — the Y.Doc started empty, the server
had nothing to replay, and the user's existing markdown was
hidden behind a confusingly-empty document.

## Mechanism

A new $effect reacts to `collabProvider.synced` flipping true.
When all of these are met:

  1. Provider has completed its initial sync (synced === true).
  2. The Y.XmlFragment named 'default' (the field bound by the
     Collaboration extension per TASK-1258) has length 0 — i.e.
     the Y.Doc is genuinely empty.
  3. items.content is non-empty.

…the effect calls editor.commands.setContent(seedMarkdown). The
y-tiptap binding turns that into Y.Doc ops, which:
  - persist to the op-log (so subsequent connects + new peers
    see the content via the regular replay path), and
  - propagate to any concurrent peer.

## Idempotence

`seededProvider` tracks which provider instance we already
attempted. New providers (item nav, canEdit/rawMode flips) reset
eligibility automatically because the reference !==
seededProvider. The `=== provider` guard in $effect cleanup also
clears the slot when the provider tears down, so a raw→rich
re-mount after raw saves can re-seed cleanly if the op-log was
pruned.

## Multi-tab race

If two tabs finish their initial sync simultaneously and both
find the fragment empty, both fire setContent. Y.Doc CRDT merges
the two replace-ops with last-write-wins — worst-case outcome is
one wasted op for identical content. Acceptable for v1; a
designated-seeder lock (Y.Map flag) is a tracked follow-up if
observed in the wild.

Parent: PLAN-1248

* fix(collab): unblock synced for empty op-log + lowest-clientID seed election per Codex review (round 1)

Two findings from round 1:

1) [P1] CollabProvider.synced only flipped true on receipt of a
   syncStep2. The dumb-relay server replays the op-log as a
   sequence of BinaryMessage frames but never sends its own
   step2; an empty/pruned op-log + first-peer connect therefore
   never arrived at the explicit-sync signal — leaving synced
   stuck at false and blocking the lazy seed.

   Fix: schedule a SYNC_GRACE_MS (1s) timer in onOpen that flips
   synced=true if no explicit step2 arrives. Cancelled in
   onClose + destroy so reconnects install a fresh grace.

2) [P1] Concurrent tabs both seeing an empty fragment + calling
   setContent would have produced duplicated content (Yjs CRDT
   concurrent inserts MERGE rather than dedupe).

   Fix: lowest-clientID election. Among connected peers visible
   in awareness.getStates(), only the tab with the lowest
   clientID fires setContent. Plus a microtask yield + recheck
   immediately before the actual mutation: gives any
   concurrent peer's seed a chance to propagate, and re-runs
   the election in case awareness changed (someone joined or
   left during our $effect tick).

   Awareness-empty short-circuit: if the handshake hasn't
   propagated yet (getStates returns empty), skip — a future
   awareness update will re-trigger the effect via the synced
   dependency edge.

   Residual race: if two tabs both have awareness propagated
   AND both see "I'm lowest" within the microtask window, both
   could still seed. v1 ships with this acknowledged risk; a
   server-side designated-seeder protocol is a tracked
   follow-up if observed in the wild.
2026-05-08 23:05:32 -04:00
xarmian 9b1a91ab00 feat(collab): 5s-idle + on-disconnect markdown flush (TASK-1260) (#458)
* feat(collab): 5s-idle + on-disconnect markdown flush (TASK-1260)

Replaces the temporary handleContentUpdate suppression introduced
in TASK-1259 (PR #457) with a proper flush mechanism. Under
collab, the Y.Doc + op-log are canonical for live state but
items.content needs to stay reasonably fresh for downstream
consumers (search index, share-page, exports, plain API readers).

## Mechanism

1. **5s idle timer.** Every editor onUpdate (local OR remote)
   resets a 5s timer. On fire, PATCHes items.content via the new
   `?source=collab-snapshot` query param.

2. **Server-side bypass.** handleUpdateItem inspects the source
   query param. When set, skips the applyContentViaCollab routing
   entirely and writes directly. Without the bypass, the PATCH
   would loop back through the applier protocol (the same tab
   gets asked to apply, acks, server strips input.Content) and
   leave items.content unchanged forever. The flag is
   trustworthy because the caller already has edit access.

3. **Dedupe across peers.** Track lastFlushedContent. If our
   last successful flush already landed this exact markdown,
   skip the PATCH. Multiple connected tabs would otherwise each
   fire a redundant flush after every shared edit converges,
   multiplying server load by the peer count.

4. **On-disconnect flush.** $effect cleanup (item swap or page
   unmount) calls flushCollabNow(true) BEFORE provider.destroy().
   A separate beforeunload listener catches close-tab / reload /
   external-nav. Both use fetch keepalive: true so the request
   outlives the page lifecycle.

5. **Item-id race guards.** runCollabFlush captures reqItemId
   before await; ignores response if item swapped. loadData()
   clears collabFlushTimer + lastFlushedContent on navigation.

## Files

- internal/server/handlers_items.go — accept `?source=collab-snapshot`
- web/src/lib/api/client.ts — add api.items.flushCollabContent
- web/src/routes/.../[slug]/+page.svelte — handleContentUpdate gains
  scheduleCollabFlush + runCollabFlush + flushCollabNow; wired to
  $effect cleanup + beforeunload + loadData reset.

Parent: PLAN-1248

* fix(collab): capture ws+itemId at provider mount + apply unescapeDocLinks per Codex review (round 1)

Two findings from round 1:

1) [P1] runCollabFlush resolved item.id and wsSlug at execution
   time, not at schedule time. During item navigation the timer
   could fire (or $effect cleanup could run) AFTER `item` was
   already updated to the new item, causing the OLD editor's
   markdown to be PATCHed against the NEW item's URL —
   cross-item content corruption.

   Fix: introduce activeCollabContext = { wsSlug, itemId },
   captured at $effect-body time (when the provider is minted).
   scheduleCollabFlush, runCollabFlush, and flushCollabNow all
   take their target identity from this captured context, never
   from live reactive state. Cleared in the $effect's own
   cleanup (defensive `=== ctx` slot guard so a fast-navigation
   churn doesn't clobber a successor context).

2) [P2] The disconnect flush read raw editor.storage.markdown
   .getMarkdown() without unescapeDocLinks, unlike the regular
   onUpdate path. Closing/navigating before the idle flush could
   persist escaped wiki links like \[\[TASK-1\]\] which then
   wouldn't be converted by markdownToWikiLinks.

   Fix: apply unescapeDocLinks() at the start of runCollabFlush
   (covers both the timer-driven idle path and the unmount path).

* fix(collab): gate UI mutations on foreground+current-item per Codex review (round 2)

[P2] runCollabFlush mutated page-scoped state (saveStatus,
editorStore.lastSaveTime, lastFlushedContent) before checking
whether the captured itemId still matches the foreground item.
On item navigation, the cleanup-driven keepalive flush could
stamp 'saving' onto the NEW page's saveStatus, leaving it
pinned indefinitely (and pollute lastFlushedContent for the
new item's dedupe state).

Fix: introduce isForegroundCurrent() = !keepalive && item.id ===
itemId. Gate saveStatus / setLastSaveTime / showSaved on it so
background cleanup flushes never touch UI state. Gate
lastFlushedContent on item.id === itemId regardless of keepalive
so a stale flush can't seed the wrong item's dedupe.

* fix(collab): skip cleanup flush on rich→raw transition per Codex review (round 3)

[P1] $effect cleanup fires the keepalive flushCollabNow on every
provider teardown, including rawMode toggles. The raw-button
onclick already pre-populated rawPendingMarkdown with the live
editor markdown (which the 1.2s raw debounce will land), so the
keepalive PATCH from cleanup is redundant — and worse, can land
AFTER the raw save and clobber newer raw edits with the older
Y.Doc snapshot.

Fix: gate the cleanup flush on `!rawMode`. If rawMode is true at
cleanup time, the user just toggled to raw and the raw-mode
codepath owns items.content from here. The other cleanup
triggers (item nav, canEdit flip, page unmount) all keep
firing the flush as before.

Note: rawMode === true at cleanup time unambiguously means
"transitioning into raw" — the inverse case (already in raw and
the cleanup fires for some other reason) is impossible because
collabKey gates on !rawMode, so the provider $effect never
runs while rawMode is true.

* fix(collab): synchronously flush Y.Doc state on rich→raw toggle per Codex review (round 4)

[P1] Rich → raw → navigate-without-typing-or-toggling-back never
PATCHed the live Y.Doc state to items.content. The previous
seed mechanism only set rawPendingMarkdown, which only fires the
1.2s debounce on a subsequent handleRawContentUpdate call —
which never happens if the user doesn't type.

Fix: await runCollabFlush(ws, itemId, md, true) inside the raw
button's async onclick BEFORE flipping rawMode = true. This:

  - Lands items.content with the live Y.Doc state synchronously
    (one PATCH, awaited, with keepalive: true so it survives a
    fast post-toggle navigation).
  - Seeds lastFlushedContent so any cleanup-driven re-flush is
    deduped.
  - Avoids populating rawPendingMarkdown — the raw debounce now
    only fires for actual user edits in raw mode, eliminating
    the race where a stale debounce fired after navigation
    could clobber state.

The Round 3 cleanup-skip on rawMode is kept as defense-in-depth
(also makes the no-op-when-already-flushed semantics explicit).

* fix(collab): loop-flush until stable + cancel timer on rich→raw toggle per Codex review (round 5)

Two HIGH findings from round 5:

1) Round 4's single-flush captured md BEFORE the await; concurrent
   peer edits (e.g. same user's other tab) during the await
   were lost from the seed and could be overwritten by
   subsequent raw-mode saves.

   Fix: loop-flush until stable. Re-read editor markdown after
   each PATCH; if it changed, flush again. Capped at 3
   iterations to bound the transition under aggressive
   concurrent typing.

2) An onUpdate during the await could schedule a 5s collab
   flush timer that survived the rawMode flip. The cleanup
   skipped flushCollabNow on rawMode, but the timer fired its
   own runCollabFlush — which then PATCHed stale rich markdown
   on top of subsequent raw saves.

   Fix: explicitly clearTimeout(collabFlushTimer) at the end
   of the rich→raw onclick (after the loop-flush, before
   flipping rawMode). Belt-and-braces with the Round 3 cleanup
   skip.

* fix(collab): seed raw mode from lastFlushed (not unflushed Y.Doc) per Codex review (round 6)

[HIGH] Round 5's loop-flush could exit at the 3-iteration cap with
md still differing from the last-PATCHed value, then seed
rawSeedMarkdown with that unflushed md. An immediate navigation
without typing would lose the unpersisted state.

Fix: track lastFlushed inside the loop. After the loop, seed
rawSeedMarkdown = lastFlushed (the markdown we actually PATCHed),
NOT md (potentially a never-flushed in-memory value). If peer
edits keep arriving past our cap, items.content lags Y.Doc
briefly — but the peer's own 5s flush will catch up shortly,
and at least raw mode shows state consistent with items.content
rather than holding a value the server never received.

* fix(collab): three corner-case fixes per Codex review (round 7)

1) [HIGH] lastFlushed = md was set unconditionally inside the
   loop-flush, even when runCollabFlush returned false (PATCH
   failed). rawSeedMarkdown could then be seeded with markdown
   the server never received.

   Fix: gate `lastFlushed = md` on runCollabFlush returning true.
   Failed PATCHes leave lastFlushed at its prior value.

2) [HIGH] lastFlushedContent (the collab-flush dedupe key) was
   never invalidated by raw-mode direct saves. Scenario: collab
   flushes A. Raw saves B. User returns to rich + edits back to
   A. Next collab flush dedupes (lastFlushedContent === A) and
   skips, leaving items.content stuck on B.

   Fix: reset lastFlushedContent = null after every successful
   raw save (both the regular handleRawContentUpdate path and
   the flushRawIfPending drain loop) so subsequent collab
   flushes always re-PATCH.

3) [MEDIUM] The async rich→raw onclick applied rawSeedMarkdown +
   rawMode = true after multiple awaits without verifying the
   user was still on the same item. A navigation during the
   loop-flush could let item A's handler resume and seed raw
   mode on item B.

   Fix: before mutating component state (rawSeedMarkdown,
   rawMode), check `item?.id === itemId` (the captured target).
   Bail with `return` if mismatched.

* fix(collab): differentiate flush outcomes + foreground keepalive=false per Codex review (round 8)

Two findings from round 8:

1) [P1] runCollabFlush returned `false` for both PATCH failure
   AND dedupe-skip. The rich→raw toggle treated `false` as
   "didn't flush" and didn't seed rawSeedMarkdown — but a dedupe
   means items.content already matches our markdown (the prior
   successful flush put it there). Raw mode then seeded from
   the page's stale `item.content` field, and a subsequent raw
   save could overwrite the current server content with the
   pre-collab snapshot.

   Fix: change runCollabFlush's return type to a discriminated
   string: 'flushed' | 'deduped' | 'failed'. The toggle treats
   'flushed' and 'deduped' equivalently for seeding (both mean
   "server has this markdown") and only bails on 'failed'.

2) [P2] The toggle path used keepalive=true for the awaited
   flush. Browser keepalive requests can reject for bodies
   larger than the per-origin keepalive quota (~64KB). On
   reject, the catch silently fell through and raw mode
   activated with rawSeedMarkdown null.

   Fix: switch the toggle path to keepalive=false. The await is
   synchronous and user-initiated; navigation isn't imminent, so
   the keepalive escape hatch isn't needed (and risks losing
   the explicit save). Also added an `aborted` short-circuit so
   a 'failed' result returns early WITHOUT entering raw mode —
   user can retry. Cleanup-driven flushes (which DO need to
   survive page lifecycle) still use keepalive=true.
2026-05-08 22:48:56 -04:00
xarmian 5dc42b60df feat(collab): wire Yjs WebSocket provider + Y.Doc lifecycle (TASK-1259) (#457)
* feat(collab): wire Yjs WebSocket provider + Y.Doc lifecycle (TASK-1259)

Adds a thin y-websocket-style provider speaking the binary protocol
already implemented server-side in internal/collab/room.go. The
provider lives in a Svelte 5 .svelte.ts module so connection state
(`connected`, `synced`) can be consumed reactively by upcoming UX
tasks (TASK-1264 pending-sync indicator, TASK-1265 mobile reconnect).

Wire format mirrors the server's first-byte discriminator:
  0x00 → y-protocols/sync (persisted to op-log + broadcast)
  0x01 → y-protocols/awareness (broadcast only, ephemeral)

Lifecycle is bound to the item-detail page via $effect keyed on
`${item.id}:${canEdit}` — same key the <Editor> already re-mounts on,
so the Y.Doc and provider tear down in lockstep with the editor.
View-only viewers (canEdit === false) keep the legacy non-collab
editor; their read-only y-binding is deferred to TASK-1266.

Reconnect uses 1s/2s/4s/...30s exponential backoff. Sophisticated
mobile reconnect (visibility, network state) is TASK-1265.

KNOWN TEMPORARY REGRESSION: existing items with non-empty
items.content render an empty editor on first open under collab,
because the Y.Doc starts empty and TASK-1259 doesn't seed from
markdown. TASK-1261 (next in Phase 2) adds the lazy seed-after-
initial-sync path. New items + items already round-tripped through
collab are unaffected.

Drive-by lint cleanup of dead code that escaped Phase 1's
make-install-skips-lint loophole:
- gofmt -w on internal/collab/{applier,bus,manager}.go
- removed unused test/debug helpers Room.peerCount and
  Room.applierConnCount (re-add with real callers when needed)

Parent: PLAN-1248

* fix(collab): gate Editor mount on ydoc + handle applier_request + catch-up state per Codex review (round 1)

Three findings from round 1:

1) [P1] $effect constructs ydoc AFTER Editor's onMount runs, so the
   first mount on an editable item registered StarterKit history
   instead of the Collaboration extension. The {#key} excluded ydoc,
   so the editor never re-mounted when ydoc later became truthy →
   editable users got a non-collab editor while the provider connected
   to an unused Y.Doc.

   Fix: gate the editable Editor mount on `ydoc` being ready
   (`{#if !canEdit} ... {:else if ydoc} ...`). Adds at most one
   reactive tick of delay; guarantees the first mount has the binding
   registered.

2) [P1] Provider dropped non-binary WebSocket frames, but the server
   sends `applier_request` as TextMessage. With TASK-1259 minting
   active rooms, every concurrent CLI/MCP/API content PATCH would
   sit blocked for 30s waiting for an ack, then fall back to a
   direct write — and the in-memory Y.Doc would still hold stale
   state and clobber it on the next 5s flush. Silent data loss.

   Fix: parse TextMessage frames as JSON ControlMessage. On
   `applier_request`, invoke an `onApplierRequest` callback (the
   page passes `editor.commands.setContent(markdown)`) and send
   `applier_ack` on success. The ExpiresAtMillis-driven late-apply
   guard remains TASK-1262's full scope.

3) [P2] Local Y.Doc updates were silently dropped if the socket was
   closed when handleDocUpdate fired. On reconnect the dumb-relay
   server can't reconstruct missing updates from a state vector, so
   any edits made before the first open or during a disconnect
   could be lost.

   Fix: after sending syncStep1 in onOpen, also send the current
   doc state as a single update via `Y.encodeStateAsUpdate(ydoc)`.
   CRDT idempotency makes this safe on initial open (server already
   has these ops via op-log replay → sees a no-op update). Larger
   docs incur a one-time cost on each connection; TASK-1265's
   mobile-reconnect work can replace this with a buffered queue.

* fix(collab): destroy provider during rawMode + enforce ExpiresAtMillis on applier requests per Codex review (round 2)

Two findings from round 2:

1) [P1] collabKey ignored rawMode, leaving the WS provider connected
   while the user edited via RawMarkdownEditor. Raw saves bypass the
   y-binding (PATCH writes items.content directly), but the server
   sees an active room → routes the PATCH through the applier flow
   → no editor mounted → 30s timeout fallback → direct write. The
   stale Y.Doc still in memory then overwrote the raw save on the
   next 5s flush after toggling back.

   Fix: include rawMode in the collabKey derivation so toggling raw
   destroys the provider (and the in-memory Y.Doc), and toggling back
   mints a fresh pair that re-seeds from the op-log + TASK-1261's
   lazy markdown seed.

2) [P1] Provider passed expires_at_millis to the handler but never
   gated on it. A backgrounded tab that wakes after the server
   retried or fell back could still apply setContent and overwrite
   newer peer edits.

   Fix: enforce the expiry in CollabProvider — check before
   invoking the handler AND re-check before acking (handlers are
   awaited and could span the deadline). Suppress the ack if either
   gate trips; the server interprets "no ack" as "applier
   unavailable" and falls back cleanly.

* fix(collab): prune op-log on direct-write fallback + pre-mutation expiry check per Codex review (round 3)

Two findings from round 3:

1) [P1] rawMode toggle to/from rich left a stale op-log: raw saves
   wrote items.content directly while the destroyed provider's old
   op-log persisted. Toggling back minted a fresh Y.Doc that
   replayed the old log → showed pre-raw content → silently
   overwrote the raw save on the next 5s flush.

   Fix server-side: when ApplyExternalContent returns ErrNoActiveRoom
   (no peers in memory, no in-flight Y.Doc state to corrupt), prune
   the op-log alongside the direct items.content write so future
   collab sessions start from a clean slate seeded by items.content
   (TASK-1261's lazy seed). Pruning is intentionally NOT applied to
   ErrNoApplierAvailable / ErrAllAppliersTimedOut — those paths
   may have live peers whose Y.Doc state would diverge.

2) [P2] Provider's post-handler expiry check only suppressed the
   ack, not the actual setContent mutation owned by the page
   handler. An async handler that crossed the deadline could still
   write stale markdown into the Y.Doc.

   Fix: page handler now does its own pre-mutation expiry check
   inside onApplierRequest before calling setContent. Documented
   the contract on ApplierRequestHandler — handlers MUST honour
   expiresAtMillis BEFORE mutating state.

* fix(collab): prune op-log on grace-TTL applier-unavailable + suppress autosave when collab active per Codex review (round 4)

Two findings from round 4:

1) [HIGH] op-log pruning still skipped ErrNoApplierAvailable. When
   raw-mode destroys the in-tab provider, the room remains in its
   60s grace TTL with zero conns, so the next direct-write PATCH
   returns ErrNoApplierAvailable (not ErrNoActiveRoom). Stale op-log
   rows persisted; toggling back within the grace window resurrected
   pre-raw-save Y.Doc state.

   Fix: prune op-log on ErrNoApplierAvailable too — the "no live
   conns" condition makes pruning safe (no peers to corrupt).
   ErrAllAppliersTimedOut still preserves op-log because peers may
   still be alive there.

2) [HIGH] Once the WS provider is active the legacy 1.2s content
   autosave PATCH gets intercepted by the applier path
   (handleUpdateItem branch added in TASK-1252). On applier success
   input.Content is nil'd out, so UpdateItem never writes the
   markdown snapshot. The page's autosave was the only canonical
   items.content flush in this diff — search / share-page / API
   consumers would see stale content forever.

   Fix: short-circuit handleContentUpdate when collabProvider is
   set. The Y.Doc + op-log are canonical; items.content stays at
   its pre-collab snapshot until TASK-1260 introduces the proper
   5s idle flush with applier-bypass semantics. This is a known
   Phase-2-internal regression closed by the very next task in
   this run.

* fix(collab): tighten error classification + per-item lock + raw-mode flush per Codex review (round 5)

Three findings from round 5:

1) [HIGH] applier.go could return ErrAllAppliersTimedOut even when
   no applier_request was ever successfully written (a row of write
   failures followed by no remaining candidates). The handler-side
   prune skipped that case, leaving stale op-log rows even though
   no peer received the request.

   Fix: track `anyWriteSucceeded` across the attempts and return
   ErrNoApplierAvailable (which prunes) when the loop exits without
   ever putting bytes on the wire.

2) [HIGH] Race between ApplyExternalContent's no-room classification
   and the subsequent Prune/UpdateItem: a fresh Join could mint a
   room and replay the soon-to-be-pruned op-log into a new client,
   leaving it with stale Y.Doc state that overwrites the
   freshly-written items.content on the next idle flush.

   Fix: introduce per-item setup mutex on RoomManager. Join holds
   the lock across addConn + replayTo and releases it before the
   long-lived readLoop. New PruneAndApply method wraps the
   prune+direct-write in the same per-item lock and re-verifies
   "no live peers" under it (returns ErrRoomActiveDuringPrune if a
   peer slipped in, in which case the caller falls through to a
   plain direct write without pruning). Lock order: per-item lock
   > m.mu > r.mu — Join and PruneAndApply both follow it.

3) [MEDIUM] Raw-mode 1.2s debounce timer could outlive the toggle
   to rich mode: the deferred PATCH fired post-collab-mint and got
   routed through the applier path (potentially overwriting newer
   peer state).

   Fix: track the latest pending raw markdown in
   `rawPendingMarkdown`. The Rich-mode button is now an async
   onclick that awaits a `flushRawIfPending()` synchronous PATCH
   before flipping `rawMode = false` (which is what activates the
   collab provider via the collabKey derivation).

* fix(collab): evict broken applier conn + retry on prune-race + retain raw pending on PATCH failure per Codex review (round 6)

Three findings from round 6:

1) [HIGH] When applier_request write failed, the broken roomConn
   stayed in r.conns, defeating PruneAndApply's "no live peers"
   check (which then returned ErrRoomActiveDuringPrune and the
   handler skipped pruning). Net effect: the prune-safety
   classification reverted to the round-5 hazard.

   Fix: in the applier write-failure branch, force-close the conn
   and call removeConn before continuing to the next applier. Both
   are idempotent with the readLoop's natural cleanup path
   (bus.Unsubscribe, conn map delete, conn.Close all tolerate
   double-invocation).

2) [HIGH] On ErrRoomActiveDuringPrune the handler fell through to a
   plain direct-write to items.content, bypassing the now-active
   peer's applier. The peer's stale Y.Doc could still overwrite
   items.content on the next idle flush.

   Fix: surface ErrRoomActiveDuringPrune from
   applyContentViaCollabOnce so the new applyContentViaCollab
   wrapper can retry the full ApplyExternalContent flow against
   the freshly-active room. Capped at applyContentMaxRetries=3 to
   prevent runaway loops if joins keep landing during prune
   attempts. After exhaustion, returns the same sentinel — the
   handler's existing `if err == nil { input.Content = nil }`
   gate falls through to direct write, which is the correct
   degraded-mode behavior.

3) [MEDIUM] flushRawIfPending cleared rawPendingMarkdown before
   the PATCH succeeded and the Rich-mode toggle always set
   rawMode = false regardless of flush outcome. A failed flush
   could activate collab with unsaved raw edits.

   Fix: rework flushRawIfPending to return success bool, retain
   rawPendingMarkdown on PATCH failure, and gate the Rich-button
   transition on `ok`. Added a re-entrancy guard
   (rawFlushInFlight) so a rapid double-click waits for the
   in-flight flush to settle instead of issuing a duplicate PATCH.

* fix(collab): drain-loop flushRawIfPending to handle fast-typist edge per Codex review (round 7)

[P1] flushRawIfPending snapshotted rawPendingMarkdown then awaited
the PATCH; if the user typed during the await, the equality check
preserved the newer edit but the function still returned `true` and
the Rich-mode handler flipped collab on. The newly-active provider
then raced the un-flushed pending raw save — exactly the hazard
the guard is meant to close.

Fix: rework flushRawIfPending into a bounded drain loop. Each
iteration snapshots-PATCHes-clears (with the equality check). The
loop runs up to RAW_FLUSH_DRAIN_CAP=5 iterations, returning `true`
ONLY when rawPendingMarkdown is null on exit AND no PATCH failed.
A fast typist who keeps the queue non-null across the cap returns
`false`, leaving the user in raw mode (next click retries).
PATCH failure short-circuits with `false` so the toggle stays in
raw mode and the unsaved markdown is preserved for retry.

* fix(collab): atomic prune+content-write + preserve newer raw edit on stale PATCH response per Codex review (round 8)

Two findings from round 8:

1) [P1] PruneAndApply ran the op-log prune under the per-item lock
   but the items.content write happened later in the post-loop
   UpdateItem call, OUTSIDE the lock. A fresh Join landing in that
   gap could replay the now-empty op-log, mint a peer with stale
   Y.Doc state, and then overwrite the freshly-written
   items.content on the next idle flush.

   Fix: applyContentViaCollab now takes a `directWrite` callback
   that the caller (handleUpdateItem) implements as a content-only
   UpdateItem. PruneAndApply's applyFn invokes it AFTER the prune
   so both run inside the same per-item critical section. The
   trade-off is two DB round-trips when a PATCH carries content +
   other fields together (rare): the content-only update happens
   inside the lock; the rest (title, fields, status) flows through
   the post-loop UpdateItem with input.Content nil'd to suppress
   the duplicate write.

2) [P1] In flushRawIfPending's drain loop, `item = updated`
   assigned the server-side snapshot from the just-PATCHed
   markdown even when a newer raw edit had landed in the meantime.
   RawMarkdownEditor mirrors `item.content` into its textarea
   unconditionally (line 16), so the stale assignment would reset
   the textarea mid-keystroke and lose the queued edit.

   Fix: only swap in the full updated snapshot when
   `rawPendingMarkdown === markdown` (no newer edit). Otherwise
   keep our local content and adopt only the server-side metadata
   (timestamps, version, modified_by) via spread.

* fix(collab): atomic mixed PATCH + raw autosave stale guard + rich→raw seeding per Codex review (round 9)

Three findings from round 9:

1) [P1] Toggling FROM rich+collab TO raw mode seeded
   RawMarkdownEditor from items.content, which is intentionally
   stale under collab (handleContentUpdate is suppressed while the
   provider is connected; TASK-1260 closes that gap with a 5s
   flush). Saving from raw mode would overwrite the live Y.Doc
   state with a pre-collab snapshot.

   Fix: when toggling to raw with a connected provider, capture
   the editor's current Y.Doc-derived markdown via
   `editor.storage.markdown.getMarkdown()` into a one-shot
   `rawSeedMarkdown` slot and pre-populate `rawPendingMarkdown` so
   the first auto-save persists it. RawMarkdownEditor seeds from
   `rawSeedMarkdown ?? item.content`. Cleared on rich-mode toggle.

2) [P1] The regular debounced raw autosave still assigned
   `item = updated` from a stale PATCH response. Same
   stale-snapshot hazard the Round 8 fix closed in
   flushRawIfPending.

   Fix: equality-check `rawPendingMarkdown === toSave` before
   swapping in the server snapshot. On stale, keep local content
   and adopt only the server-side metadata via spread.

3) [P2] Round 8 split the items.content write (under per-item
   lock) from the rest of UpdateItem (post-loop), losing
   atomicity for mixed PATCHes (content + title) and breaking
   Store.UpdateItem's content-versioning peek at Title.

   Fix: directWrite callback now invokes the FULL UpdateItem
   inside the per-item lock. A `fullWriteHandled` flag tells the
   handler to skip the post-loop UpdateItem entirely (otherwise
   we'd duplicate the write and create two version-history rows).
   Mixed PATCHes are atomic again under the lock.

* fix(collab): clear raw seed/pending on item navigation per Codex review (round 10)

[P1] Navigating between items left rawSeedMarkdown,
rawPendingMarkdown, and the contentDebounceTimer set from the
previous item. This caused two concrete hazards:

  (a) Item B's raw editor mounted with item A's live markdown via
      `rawSeedMarkdown ?? item.content`.
  (b) Clicking Rich on item B fired flushRawIfPending which
      PATCHed A's queued markdown INTO item B (cross-item data
      bleed).

Fix: at the top of loadData(), clear contentDebounceTimer,
rawSeedMarkdown, and rawPendingMarkdown so each navigation starts
from a clean slate. The collab provider's own lifecycle is
already keyed on item.id via $effect cleanup, so it doesn't need
the same explicit reset.

* fix(collab): item-id race guard on raw PATCH responses per Codex review (round 11)

[P1] In-flight raw PATCH responses (debounced autosave AND drain
loop) could clobber a newly navigated item. Clearing
contentDebounceTimer in loadData only cancels timers that have
not fired; an awaiting fetch keeps running and its `.then` /
`.catch` would assign back to the new page's `item` state.

Fix: mirror the existing TASK-754-style race guard pattern
(already used in the SSE / sync handlers above). Capture
`reqItemId = item.id` BEFORE the PATCH, then in the response
handler bail if `!item || item.id !== reqItemId`. Applied to
both handleRawContentUpdate's setTimeout body and
flushRawIfPending's drain loop.

* fix(collab): reset saveStatus on item navigation per Codex review (round 12)

[P2] After Round 11's race guard, a stale raw PATCH response that
matched a now-different item.id was correctly discarded — but
saveStatus had already been set to 'saving' before the await. With
loadData not resetting it, the next item could mount with
saveStatus pinned at 'saving' indefinitely, which then suppressed
all SSE/sync refreshes via the `if (saveStatus === 'saving')`
guards above.

Fix: in loadData's per-item state reset, clear saveStatusTimer
and reset saveStatus to 'idle' alongside the other transient
state. Cheap, scoped, no impact on the in-flight save's eventual
discard path.
2026-05-08 20:48:57 -04:00