Commit Graph

627 Commits

Author SHA1 Message Date
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 7456b5aed6 feat(store): add workspace-scoped monotonic seq column to items (TASK-1352) (#492)
* feat(store): add workspace-scoped monotonic seq column to items (TASK-1352)

Adds an `items.seq` column that bumps on every mutation
(create/update/soft-delete/restore) as the cursor mechanic for the
local-first read model's delta sync (PLAN-1343, DOC-1342 design
decision #1). Each mutation stamps `MAX(seq) + 1 WHERE workspace_id = ?`
inside the same transaction that performs the write, with a Postgres
advisory lock keyed on the workspace serializing concurrent
seq-bumping mutations. SQLite's single-writer rule covers the same
guarantee there.

Migration backfills existing rows with sequential per-workspace seqs
in (updated_at, id) order so every workspace has a non-zero MAX(seq)
floor immediately. Adds an idx_items_workspace_seq index supporting
both the `/items-index` cursor read and the future `/items-changes`
range scan.

The Seq field is now populated through every items SELECT helper
(GetItem, GetItemIncludeDeleted, ListItems, ListItemsIndex,
listItemsFTS, SearchItems, ItemsModifiedSince, GetChildItems,
ListStarredItems, ResolveItemIncludeDeleted, GetItemBySlugIncludeDeleted)
and the workspace import path stamps it via the same MAX+1 subquery
so imported rows don't all collapse to seq=0.

Parent: PLAN-1343. Foundation for TASK-1353 (wire seq into
/items-index cursor) and TASK-1354 (/items-changes delta endpoint).

* fix(store): bump items.seq on role reorder, MoveItem, and field migrations per Codex review (round 1)

Codex round 1 flagged that UpdateRoleSortOrder was rewriting
items.role_sort_order without bumping the new workspace-scoped
seq column — delta-sync clients would miss role-board reorders
until a full refresh. The same gap applied to MoveItem (collection
change) and MigrateItemFieldValues (bulk select-option rename),
which are also user-visible mutations the cursor must surface.

Each path now:
  - acquires the workspace seq advisory lock (no-op on SQLite)
  - stamps seq = MAX(seq)+1 inside the same transaction

The bulk rename gives all rows affected by a single statement the
same seq value (MAX+1 at statement start). That preserves the
"no overlap, no gap" cursor contract — a client at cursor < MAX
sees them all in one batch, at cursor >= MAX sees none.
2026-05-11 12:51:49 -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 e83e7ef413 feat(api): add /items/index skinny-projection endpoint (TASK-1344) (#486)
* feat(api): add /items/index skinny-projection endpoint (TASK-1344)

Foundation for PLAN-1343 (local-first read model). Adds a new
GET /api/v1/workspaces/{ws}/items/index endpoint that returns
every item in a workspace minus the rich-text `content` body,
so the client can hydrate an in-memory + IndexedDB index from a
single request and render every collection page from local
state without re-fetching.

Response: {items, total, cursor}. The cursor placeholder is the
max(updated_at) across the result set — Phase 2 replaces it with
a monotonic `seq` cursor. Sort is updated_at DESC, id ASC for
deterministic, cursor-friendly ordering.

Auth uses the same collection-visibility + item-grant filter as
handleListItems. Optional ?collection=<slug> filter for use by
collection pages. ?include_archived=true mirrors the existing
list behavior.

Parent: PLAN-1343.

* fix(api): move skinny-projection endpoint to /items-index per Codex review (round 1)

Codex round 1 [P2] flagged that the original `/items/index` path
shadowed the detail URL of any item whose slug is `index` — slugify
emits `index` for a title of "Index", and chi's static-over-wildcard
preference would route `GET /items/index` to the new index handler
instead of the existing `/items/{itemSlug}` detail handler.

Move the endpoint up to the workspace level as `/items-index`, sibling
to the existing `/plans-progress` route. Slugs cannot contain hyphens
adjacent to identifiers in a way that would collide with a static
workspace-level path, so this URL space is permanently safe.

New test `TestListItemsIndex_DoesNotShadowItemSlug` locks in the
contract: a real item titled "Index" still resolves through
`/items/{itemSlug}`, while `/items-index` returns the index wrapper.
2026-05-11 09:34:15 -04:00
xarmian bdcb62e902 fix(api): accept nested object/array for PATCH items fields/tags (BUG-1144) (#485)
The PATCH /api/v1/workspaces/{ws}/items/{ref} endpoint previously
demanded `fields` and `tags` arrive as JSON-encoded strings, because
models.ItemUpdate declares them as *string to mirror the storage shape.
Sending the natural nested-object shape any reasonable HTTP client
would produce returned HTTP 400 with a leaked Go unmarshal error
naming the internal struct field — confusing for anyone integrating
against Pad over HTTP (webhook reactors, custom dashboards, non-CLI
agents, third-party MCP bridges).

This is the symmetric input-side counterpart to BUG-991, which was
fixed at the MCP boundary in PR #364 with dual-emit normalization
rather than the full Plan-sized models.Item migration.

Fix: add a custom ItemUpdate.UnmarshalJSON that accepts either shape
on the wire and normalizes to the canonical string internally. The
struct field type stays *string, so the validation/storage/web/CLI
pipeline is untouched. All in-process Go callers construct ItemUpdate
literals (15 grepped call sites) and never hit UnmarshalJSON, so the
change is invisible to them.

Wrong shapes (e.g. `{"fields":42}`, `{"tags":{"x":1}}`) now return a
domain-level 400 — `"fields" must be a JSON object or a JSON-encoded
string` — surfaced via sentinel errors (ErrInvalidFieldsType /
ErrInvalidTagsType) that the handler unwraps from decodeJSON's
"invalid JSON: %w" wrapper.

Coverage:
- models/item_test.go: 10 sub-tests covering object, array, string,
  null, absent, and wrong-type cases for both fields and tags.
- server/handlers_items_test.go: 6 PATCH integration sub-tests
  asserting back-compat, the BUG-1144 repro now returns 200, and
  that error responses no longer leak Go struct field names.

Smoke-tested against the live server with the exact repro curl from
BUG-1144 (HTTP 200), plus malformed (HTTP 400 with clean message)
and stringified-string back-compat (HTTP 200).
2026-05-10 23:02:48 -04:00
xarmian 9fecb82e82 docs: surface --schema flag in SKILL.md + CLAUDE.md (TASK-1336) (#484)
PR #482 / TASK-1334 added the --schema flag to `pad collection create`.
PR #483 / TASK-1335 wired it through MCP. Agents reading the live
SKILL.md (embedded in the binary) need to see the new path or they'll
keep reaching for --fields DSL and hit the original BUG-1284 symptom.

Updates:

  - skills/pad/SKILL.md "Collections" section: now shows both --fields
    DSL and --schema JSON forms side-by-side. Calls out exactly when
    --schema is required (terminal_options et al.), and notes the
    label-from-key auto-fill so agents know empty labels are safe.

  - CLAUDE.md command list: adds the --schema variant alongside the
    existing --fields example so the project-level cheat sheet stays
    accurate.

The CLI Long help (`pad collection create --help`) and the MCP tool
description were already updated in TASK-1334 / TASK-1335.

Parent: PLAN-1333.
2026-05-10 21:38:26 -04:00
xarmian a28927c51e feat(mcp): add typed schema param to pad_collection.create (TASK-1335) (#483)
* feat(mcp): add typed schema param to pad_collection.create (TASK-1335)

TASK-1334 shipped the CLI --schema flag for BUG-1284. This wires the
same capability through the MCP surface so agents calling pad_collection
get a structured object parameter rather than a stringified DSL —
matching how every other Pad-native data structure (items, comments,
etc.) flows through MCP.

Three coordinated changes:

  1. internal/mcp/catalog.go — add "object" Type to ParamDef, mapped to
     mcp-go's WithObject. Generic addition; the schema param is the first
     consumer.

  2. internal/mcp/catalog_collection.go — declare schema (object) param
     on pad_collection.create alongside the existing fields (string)
     param. Tool description now points agents at schema for
     terminal_options, defaults, computed fields, suffixes, and relation
     collections (everything the DSL cannot express), and notes the
     fields/schema mutual exclusion.

  3a. internal/mcp/dispatch.go — BuildCLIArgs now JSON-encodes
      non-string structured values via a new encodeFlagValue helper. The
      ExecDispatcher path (`pad mcp serve`) hands MCP input through to
      the CLI's --schema flag as inline JSON; previously fmt.Sprint(map)
      produced garbage Go-syntax. Generic — applies to any future flag
      that accepts JSON.

  3b. internal/mcp/dispatch_http_routes.go — mapCollectionCreate accepts
      `schema` (object or stringified JSON) alongside `fields`, errors
      if both are set, and backfills missing field labels using
      titleCaseLabel so HTTPHandlerDispatcher MCP clients see the same
      rendering as CLI users.

Tests cover: object→JSON encoding in BuildCLIArgs, array→JSON encoding,
structured schema input round-trips through mapCollectionCreate with
terminal_options preserved, missing-label backfill, stringified-JSON
fallback shape, both-flags rejection, malformed-JSON rejection.

Parent: PLAN-1333.

* fix(mcp): normalize empty/null schema input to absent per Codex round 1

Codex flagged a transport mismatch: the CLI treats `--schema ""` as
absent (falls through to --fields), but the HTTP dispatcher treated
schema=null or schema="" as set, triggering the mutually-exclusive
guard against fields or an invalid-JSON error from unmarshal.

Fix: in mapCollectionCreate, normalize nil and empty/whitespace strings
to "schema absent" before the mutex check. Keeps both transports
symmetric so MCP clients sending optional-arg defaults (null/empty) get
identical behavior to CLI users passing --schema "".

Test: TestMapCollectionCreate_EmptySchemaFallsThroughToFields covers
nil, "", and whitespace-only inputs in subtests, asserting the request
body uses the --fields-parsed schema.

Parent: PLAN-1333 / TASK-1335.
2026-05-10 21:35:55 -04:00
xarmian 25a21184a2 feat(cli): add --schema flag to pad collection create (TASK-1334) (#482)
* feat(cli): add --schema flag to pad collection create (TASK-1334)

The existing --fields DSL (key:type[:options]) had no syntax for
terminal_options, default, required, computed, suffix, or relation
collection — every CLI-created collection lost those FieldDef
properties even though the model already supports them. Symptom from
BUG-1284: dashboard "active" counts treat published/archived items as
in-progress because the persisted schema has no terminal_options.

Adds a new --schema flag that accepts the full CollectionSchema JSON,
which captures every current and future FieldDef property automatically.
Three input modes:

  --schema '<json>'      inline literal (agent-natural; CLI is agent-first)
  --schema @./path.json  file path
  --schema -             stdin

--fields and --schema are mutually exclusive; --fields keeps working
unchanged for backward compat (no deprecation).

Refactors the inline parser into three testable helpers in main.go:
collectionSchemaJSONFromFlags (orchestrator), readSchemaInputBytes
(input resolver), and parseFieldsDSL (legacy DSL parser preserving the
"first status select gets required+default" heuristic).

Tests: 9 table-style cases in collection_create_schema_test.go covering
all three input modes, the mutually-exclusive guard, malformed JSON,
missing file, fallthrough-to-DSL, both-empty, and a regression test
that verifies terminal_options + computed + suffix + relation.collection
all round-trip through --schema.

Parent: PLAN-1333.

* fix(cli): backfill missing labels in --schema fields per Codex review (round 2)

Codex flagged that the --schema example omitted "label", which the
parser preserved as label:"" — agents constructing JSON could create
collections that render blank field headers in the web UI.

Fix: after unmarshaling --schema input, backfill any FieldDef with an
empty Label using the same Title-Case-of-key heuristic the legacy
--fields DSL applies (e.g. "due_date" → "Due Date"). Explicit labels
are preserved.

Also updated the help-text example to include "label" on the status
field so the canonical shape is visible, plus a tip line documenting
the auto-fill behavior so users know it's safe to omit labels.

Test: TestCollectionSchemaJSONFromFlags_BackfillsMissingLabels covers
auto-fill, multi-word key normalization, and the explicit-label-not-
clobbered case.

Parent: PLAN-1333 / TASK-1334.
2026-05-10 21:21:43 -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 028db39217 feat(collab): periodic op-log GC sweeper for dormant items (TASK-1309) (#471)
The Yjs collab dumb-relay accumulates op-log rows indefinitely in
item_yjs_updates. DOC-1307 surfaced 45-second p50 cold-reconnect
latency on a single item with 5000 accumulated rows. Without GC,
busy items keep growing.

This adds a periodic background sweeper that prunes the entire
op-log for items that are both DORMANT (no recent activity) AND
FULLY FLUSHED (items.content has captured every op-log row).
Whole-log only — Yjs op streams are causally linked, prefix-pruning
corrupts replay; future cold connects lazy-seed from items.content.

Components:
- Store.ListDormantOpLogItemsBefore (joins items, filters watermark)
- Store.PruneItemOpLogIfDormantBefore (atomic conditional DELETE)
- Store.GetItemContentFlushedOpLogID (per-item watermark getter)
- RoomManager.PruneSweep (per-item-locked, active-room-skip)
- Server.StartOpLogGC / stopOpLogGC (mirrors orphan_gc.go pattern)
- cmd/pad/main.go env vars PAD_OPLOG_GC_INTERVAL / PAD_OPLOG_GC_MIN_AGE
- New (item_id, created_at) index for the dormancy query
- New items.content_flushed_op_log_id column (id-based watermark,
  monotonic, no clock-skew or second-granularity false positives)
  + content_flushed_at (informational timestamp)

Watermark policy:
- Server-driven full-content writes (CLI / MCP / version restore /
  PruneAndApply) advance content_flushed_op_log_id to MAX(op-log.id)
  via subquery, atomic with the content UPDATE
- Browser collab-snapshot 5s flushes do NOT advance the watermark —
  they can't prove their markdown captured every peer's ops, so
  letting them stamp would risk later GC-pruning unsynced peer edits
- Schema-mismatch rebuild (TASK-1268) logs a WARN when it drops
  unflushed ops (data loss is unavoidable on schema bumps but
  visible)

Stop ordering: collab.Close() now runs BEFORE bg.Wait() so a GC
goroutine waiting on an itemLock behind an active Join can drain.

Migration backfill: items WITH existing op-log rows keep NULL
watermark (don't certify); items WITHOUT op-log rows get a
synthetic 0 watermark (vacuous, harmless — no rows to compare
against).

Tests:
- 6 RoomManager.PruneSweep tests (dormant prune / default minAge /
  empty / bails-on-Close / skips-active-room / skips-row-added-mid-
  sweep via fakeOpLog hook)
- 5 Server.OpLogGC tests (prunes-dormant / start-idempotent /
  preserves-unflushed / backfill-doesnt-certify-unflushed /
  no-collab-noop)
- TestCollabSnapshotDoesNotAdvanceOpLogWatermark in store
- TestCollabSnapshotQueryOverridesBodyVersionSource in server
  (regression for body-attacker bypass)

Seven rounds of Codex review — caught 5 P1s and 4 P2s I would have
shipped under self-review:
1. Prefix-prune corrupts Yjs replay
2. Stop ordering deadlock
3. Missing index
4. Best-effort flush ⇒ data loss
5. Backfill over-certifies via metadata-PATCH
6. Second-granularity timestamp comparison
7. Schema-mismatch path drops unflushed silently
8. Browser flush stamps watermark beyond Y.Doc
9. Body version_source bypasses server policy
2026-05-09 18:19:33 -04:00
xarmian 66aa6f5197 fix(loadtest): codex catch-up review fixes (TASK-1270) (#470)
PR #468 shipped without a codex review because codex was unavailable
that day. This is the catch-up; codex found 2 P2s and 5 NITs.

[P2] readSendTimestamp recorded latencies for prior-run replay
frames. The original guard only checked nonzero ts, not session
recency, so any stale op-log row inflated p95/p99. Fixed: runContext
captures startedAt; recv path filters frames whose embedded ts
predates this run. Verified: against an item with 90 stale rows the
test counts received frames (630) but only records latencies for
the 180 live ones.

[P2] Shutdown deadlock. The writer goroutine could be blocked in
conn.WriteMessage when rc.done closed; the only path to conn.Close
was that same goroutine's select-case, so wg.Wait() could hang
forever under server backpressure. Fixed: per-client watchdog
goroutine closes the conn from outside the writer when done fires,
plus a 5s SetWriteDeadline per send as defence-in-depth. A 5s
duration test now exits in exactly 5.008s.

NITs (also fixed):
- buildFrame docstring corrected (minimum is 16 metadata bytes,
  buffer is frameBytes+1).
- buildFrame returns (bytes, error) instead of log.Fatalf-ing on
  rand.Read; caller logs detail and increments errors counter.
- -cookie / -token flag help now states both can be set together.
- Watchdog-induced WriteMessage errors are no longer counted as
  real errors (isClosedDone check).
- buildFrame error path now logs the actual error detail.

Two rounds of codex review: round 1 found the items above; round 2
returned CLEAN.
2026-05-09 16:41:07 -04:00
xarmian f44e592554 docs: confirm collab adds no container deps; close PLAN-1248 cleanup (TASK-1272) (#469)
Documents that the dumb-relay design preserves the single-Go-binary
self-hosted shape — no Yjs Go port to vendor, no separate sync
server, no Redis (multi-instance fanout is a separate deferred
IDEA). Op-log lives in the existing SQLite/Postgres; relay is part
of the main HTTP listener.

The original task scope also called for removing
`web/src/routes/dev/yjs-sandbox/`, but that route only existed on
the `feat/yjs-tiptap-spike` branch and was deliberately not
cherry-picked into PLAN-1248's productionization work — so there's
nothing to delete on `main`. The spike branch can now be deleted.

Audited web/package.json for spike-only deps: every yjs / tiptap /
y-protocols dep is consumed by production code paths. Nothing to
clean up.
2026-05-09 12:07:24 -04:00
xarmian 287fa545fb feat(loadtest): add cmd/loadtest-collab + DOC-1307 findings (TASK-1270) (#468)
Synthetic Go load-test for the Yjs collab dumb-relay. Each
simulated client opens a WebSocket, sends tagged sync frames at
a configurable rate, consumes inbound frames, and computes
broadcast fanout latency.

Doesn't depend on a real Yjs port — the dumb-relay's first-byte
discriminator (yMessageSync=0) is enough to exercise the persist +
broadcast path with synthetic payloads. Each frame embeds a
unix-nano timestamp + client ID so receivers can compute round-
trip latency without out-of-band coordination.

Findings (in DOC-1307):
- N=5, N=25: clean, p95 < 10ms, fanout matches expected (N-1)x
- N=100: 38/100 dial failures (consistent), but the 62 successful
  see p95=27ms — server rejects ~38% of simultaneous dials at this
  level. Filed BUG-1308 to investigate the ceiling.
- Op-log grows unbounded without compaction; old runs replay
  on reconnect causing latency blow-up. Filed TASK-1309 to wire
  a periodic prune sweeper.

Self-reviewed only; codex was unresponsive today after multiple
hour-long retries.
2026-05-09 12:05:23 -04:00
xarmian 680cfbd879 docs: collab endpoint + Tiptap coordinated-bump rule (TASK-1269) (#467)
CLAUDE.md changes (no behaviour change):
- API Reference: GET /api/v1/collab/{itemID}?schema_version=N
- New "Real-time collaboration (Yjs / Tiptap)" section under Common
  Tasks, documenting:
  - Where the collab code lives
  - The three-package coordinated-bump rule (@tiptap/core +
    @tiptap/extension-collaboration + @tiptap/y-tiptap must move
    together with exact pins)
  - When the schema version (web/src/lib/collab/schemaVersion.ts +
    internal/collab/manager.go::DefaultSchemaVersion) must bump
2026-05-09 11:09:06 -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 191b887e23 feat(versions): VersionSource attribution + collab coexistence (TASK-1267) (#465)
The collab 5s-flush PATCH (TASK-1260) sends
`?source=collab-snapshot` with a body of just `{ content }`. Without
a handler-side stamp, `Store.UpdateItem`'s default coerced empty
input.Source to "web" on the version row and the per-(actor, source)
throttle suppressed every collab-driven snapshot following the user's
last manual web edit — version-diff effectively went silent during
co-edit sessions.

Adds:
- ItemUpdate.VersionSource: overrides per-version-row Source
  attribution WITHOUT mutating items.source. The latter feeds
  WorkspaceHasAgentActivity's `source IN ('cli', 'mcp')` filter,
  so a CLI/MCP-created item the user opens in the editor would
  otherwise silently flip out of the agent-activity tally on every
  auto-flush.
- Store.UpdateItem prefers VersionSource over Source for version
  row creation; falls back to Source then "web" if neither set.
- handlers_items.go stamps `input.VersionSource = "collab-snapshot"`
  for `?source=collab-snapshot` PATCHes (when not already set).

Tests:
- internal/store/items_collab_versions_test.go: store-level
  reverse-patch reconstruction over a CLI→web→collab-snapshot
  edit sequence; verifies IsDiff=true on at least one row.
- internal/server/handlers_items_collab_versions_test.go: full
  HTTP-level test of the route; asserts a collab-snapshot version
  row is created AND that items.source stays "cli".

Four rounds of Codex review.
2026-05-09 09:51:48 -04:00
xarmian fdc6b221d0 test(collab): regression guard for share-page collab isolation (TASK-1266) (#464)
The public /s/{token} share page must keep rendering markdown via
marked + DOMPurify and never open a WebSocket to /api/v1/collab —
anonymous viewers can't authenticate, and exposing per-item Y.Doc
traffic to the public internet would be a security regression.

This is a verification task: zero production code changes. Adds
TestSharePageDoesNotImportCollab in internal/server which:

- Walks the import closure rooted at the share-page +page.svelte
  (resolves $lib/ aliases, relative paths, conventional extensions,
  static AND dynamic `import(...)` forms; skips external packages)
- Asserts no file in the closure contains forbidden tokens:
  wsProvider, CollabProvider, @tiptap/extension-collaboration,
  @tiptap/y-tiptap, 'yjs' / "yjs", y-protocols, Editor.svelte
  (suffix), WebSocket, /api/v1/collab
- Asserts the route file still imports + invokes marked and
  DOMPurify.sanitize (catches a renderer swap)
- Strips comments before all checks so leftover commented-out
  imports can't bypass

Verified by injection: direct AND transitive AND dynamic-import
regressions all fail the test.

Four rounds of Codex review.
2026-05-09 07:13:10 -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
xarmian b4904e0db9 feat(editor): wire optional ydoc + Collaboration extension (TASK-1258) (#456)
* feat(editor): wire optional ydoc + Collaboration extension into Editor.svelte (TASK-1258)

Productionizes the Yjs binding pattern verified in the
feat/yjs-tiptap-spike branch (TASK-1245 sandbox). Editor.svelte now
accepts an optional `ydoc?: Y.Doc` prop; when set, it registers the
Tiptap Collaboration extension and disables StarterKit's undoRedo
so the y-tiptap binding takes over document state + history.

Editor.svelte changes:

- Imports: `Collaboration` from `@tiptap/extension-collaboration`,
  type-only `Y.Doc` from `yjs` (the actual constructor lives in the
  caller route — TASK-1260 wires the WS provider).
- Props: new optional `ydoc?: Y.Doc`. When undefined the editor's
  extension list and behaviour are byte-identical to today;
  every existing call site stays backward-compatible.
- Extensions:
    · StarterKit.configure now spreads `{ undoRedo: false }` IFF
      ydoc is set (Yjs owns history when collab is active; v3's
      option is `undoRedo`, the v2 `history` key was renamed).
    · `...(ydoc ? [Collaboration.configure({ document: ydoc,
      field: 'default' })] : [])` slot at the end of the extension
      array — empty when ydoc is undefined, so existing single-Doc
      usage is unaffected.

Dependencies added to web/package.json:

- `yjs@^13.6.30`
- `@tiptap/extension-collaboration@3.22.5` — EXACT pin (no caret)
  because @tiptap/core is on 3.22.5 and the latest published
  3.23.x of extension-collaboration requires a matching core. The
  CLAUDE.md note in TASK-1269 codifies the multi-package coordinated
  bump rule.
- `@tiptap/y-tiptap@^3.0.3`

Out of scope (per task spec): WS provider plumbing (TASK-1260),
lifecycle binding to item-detail page (TASK-1260), first-edit seed
from markdown (TASK-1262), CollaborationCursor extension
(TASK-1264).

Parent: PLAN-1248. Phase 1 — Backend foundation complete; Phase 2
is the next logical block to start.

* fix(editor): gate content-prop sync $effect when ydoc is active per Codex review (round 1)

P1: Editor.svelte's existing $effect that calls
editor.commands.setContent on prop-content changes (item switch,
external REST update) would route through the y-tiptap binding as a
LOCAL ProseMirror change when Collaboration is registered —
overwriting peers' Y.Doc state with stale REST markdown on every
content prop refresh.

Add an early return in the $effect when ydoc is set. Y.Doc is the
authoritative state under collab; markdown→Y.Doc seeding for the
first-edit-on-empty case lives in TASK-1262 and uses Y.Doc's own
primitives, NOT setContent.

The early return also captures `tracker.prev = content` so a future
host route that swapped ydoc on/off mid-editor wouldn't see the
non-collab branch's `prev === undefined` and accidentally skip its
first sync. In practice ydoc is set once per editor mount today,
but the cheap capture keeps the contract honest.
2026-05-08 16:46:32 -04:00
xarmian 50e0936b34 feat(collab): designated-applier protocol for external content updates (TASK-1257) (#455)
* feat(collab): designated-applier protocol for external content updates (TASK-1257)

The keystone task for CLI / API / MCP integration during co-edit
sessions. When a content update arrives via PATCH while at least one
browser tab is connected to the item's collab room, the server can't
write items.content directly — the connected tabs would silently
overwrite it on the next 5s idle flush using their (now stale) Y.Doc
state and the caller's update would be lost.

Solution: nominate one connected tab as the "designated applier",
send it a JSON control message with the new markdown, the browser
does editor.commands.setContent(markdown) which the y-tiptap binding
translates into Y.Doc updates that propagate via the regular sync
path. Items.content gets refreshed via the next 5s flush
(TASK-1261).

Architecture:

internal/collab/applier.go (new):
- ControlMessage struct — JSON envelope for applier_request /
  applier_ack frames. Carried over WebSocket TextMessage, which is
  unambiguous against y-protocol's BinaryMessage.
- ApplyExternalContent(itemID, markdown) — public entry point.
  Returns nil on ack, ErrNoActiveRoom when there's no room (caller
  falls back to direct write), ErrNoApplierAvailable when the room
  has no live conns, ErrAllAppliersTimedOut when every attempt
  expired.
- Election: pickApplier returns the longest-connected roomConn that
  hasn't already been tried, with deterministic tiebreak on conn id.
  Stable choice — longest connection has the most authoritative
  cumulative Y.Doc state, fewer flicker risks.
- Retry loop: applierMaxAttempts=2, applierFirstTimeoutVar=30s,
  applierRetryTimeoutVar=15s. The Var-suffixed names exist so test
  helpers can shrink to ms without sleeping a real minute.
- Pending-ack tracking: per-room map[requestID]*pendingApplierAck
  pairing the channel a PATCH handler is waiting on with the conn
  the ack is expected from. expectedConn check prevents an unrelated
  peer from spoofing acks for someone else's request.

internal/collab/room.go (extended):
- roomConn gains connectedAt for the election.
- readLoop branches TextMessage → handleControlMessage which decodes
  the JSON and routes applier_ack to the room's pending tracker.
  Unknown control types and malformed JSON are silently dropped so a
  bad client can't break the loop.

internal/collab/manager.go:
- Registers connectedAt on Join.
- Initialises room.pendingAcks alongside conns map.

internal/server/handlers_items.go (extended):
- handleUpdateItem now branches on input.Content != nil + s.collab
  != nil: routes through s.applyContentViaCollab; on success,
  zeros input.Content so UpdateItem's direct write is suppressed.
- Field-only PATCHes skip this branch entirely — backward-compatible.

internal/server/handlers_collab.go:
- applyContentViaCollab wraps mgr.ApplyExternalContent with
  per-error-class slog warnings so operators can see degraded
  paths (timeouts → warn; no-room / no-applier → quiet, the
  common case for non-co-edit CLI updates).
- actorIDFromRequest helper for log fields.

Tests (5 new):
- TestApplyExternalContentNoActiveRoom — sentinel error path.
- TestApplyExternalContentHappyPath — applier echo acks within ms.
- TestApplyExternalContentTimeoutsThenFails — applier never acks;
  we hit applierFirstTimeoutVar then ErrAllAppliersTimedOut.
- TestApplyExternalContentTimeoutThenSecondAcks — first applier
  silent, retry picks second-longest-connected, succeeds.
- TestApplyExternalContentRejectsAckFromUnexpectedConn — defence-
  in-depth: peer B forges an ack for peer A's request; the room's
  expectedConn check rejects it; ApplyExternalContent runs to
  timeout instead of being satisfied by the forgery.

All tests pass under -race. Full suite green.

Parent: PLAN-1248. Phase 1 — Backend foundation.

* fix(collab): clean pendingAcks on success + expires_at on applier_request per Codex review (round 1)

P2 #1: ApplyExternalContent retained the per-request pendingAcks
entry on success. Each successful external update therefore
leaked a request_id + channel + expected-conn pointer for the
remainder of the room's lifetime — across long-lived sessions
the map would grow without bound. Add cancelPendingAck to the
ack-success path so the entry is released as soon as the request
completes. Test added (TestApplyExternalContentCleansPending-
AcksOnSuccess) drives 5 successful applies and asserts the
pendingAcks map is empty afterwards.

P2 #2: applier_request had no client-enforceable expiry, so a
backgrounded tab could process a stale request 60s later and
overwrite newer edits with old markdown after the server had
already retried with a different applier (or fallen back to
direct write). Add ExpiresAtMillis to the ControlMessage
envelope, populated per attempt with `now + timeouts[attempt]`.
The browser-side handler (TASK-1263) is responsible for the
client-side Now() check before applying — without that check
the field is documentation-only. Added test
(TestApplyExternalContentSendsExpiresAt) regression-tests the
server stamp.

Server-side cleanup is also reinforced: cancelPendingAck on
timeout (already present) means a late ack from a timed-out
applier is rejected at the room layer (entry is gone). The
expires_at_millis is the second line of defence for the case
where the browser sends the Y.Doc setContent BEFORE the ack —
the request must not be applied at all.
2026-05-08 16:30:39 -04:00
xarmian 79eb00d2a1 feat(collab): periodic auth revalidation timer (TASK-1256) (#454)
* feat(collab): periodic auth revalidation timer (TASK-1256)

Catches mid-session revocations on a live collab WebSocket the same
way handlers_events.go's sseSubscriberStillHasAccess does for SSE.

When the WS handler upgrades, it spawns a goroutine that ticks every
collabMembershipRevalInterval (60s, jittered across [0, interval)
on first fire to avoid post-deploy reconnect-storm spikes). Each
tick re-runs authorizeCollabAccess — the same workspace-access
ladder used at upgrade time, including the "fresh-fetch user from
store" semantics that make admin-demoted-mid-stream visible without
waiting for the next request.

On access loss the handler routes through a new
RoomManager.CloseConn(itemID, conn, code, reason) method which:

- Looks up the roomConn in the manager so the close frame can go
  out under the per-conn writeMu (no concurrent-write panic against
  the room's writeLoop or replay path).
- Sends a websocket.ClosePolicyViolation frame with a human-readable
  reason ("Your access to this item was revoked.") so the frontend
  can stop reconnecting in a tight loop.
- Falls back to plain conn.Close when the conn isn't tracked yet
  (race window between Join's getOrCreate and addConn).

The goroutine is bound to the handler's lifetime via a `stop`
channel that closes when handleCollab returns; no leaked timers
or goroutines after disconnect.

Test (TestCollabMembershipRevalidationClosesOnRevoke):

- Shrinks the reval interval to 30ms so the test runs in tens of
  ms rather than 60 seconds.
- Bootstraps an admin (so the no-users escape hatch is closed),
  creates a non-admin member user, mints a session, dials in.
- Calls RemoveWorkspaceMember while the WS is open.
- Asserts the next read returns an error (close frame or transport
  failure — both are acceptable signals the server tore the
  connection down).

Parent: PLAN-1248. Phase 1 — Backend foundation.

* fix(collab): WriteControl for revoke close + tighten test failure modes per Codex review (round 1)

P2 #1: CloseConn used rc.writeMessage which acquires the per-conn
writeMu. If the room's writeLoop / replay was mid-WriteMessage to a
slow peer, revocation would block behind that writer and never
force-close the unauthorized conn. Switch to conn.WriteControl,
which gorilla documents as concurrency-safe with normal writes
(it bypasses the conn's normal write path) and accepts an explicit
deadline so a stuck send can't extend the budget indefinitely.

The deadline is 1s — generous for a healthy conn, short enough that
a half-broken socket falls through to plain Close quickly. The
itemID parameter stays in the API for symmetry / future per-room
metrics, but is no longer used for the actual close path now that
the writeMu lookup is gone.

P2 #2: TestCollabMembershipRevalidationClosesOnRevoke previously
treated a read-deadline timeout as a log-only branch — the test
could pass after waiting 2s with the WS still open, exactly the
bug being regression-tested. Restructure to fail fast on timeout
(t.Fatalf isTimeout(err)) and prefer ClosePolicyViolation as the
expected close code, falling back to "any non-timeout error" only
because the underlying TCP teardown can produce different error
shapes depending on timing. The isTimeoutOrEOF helper that
masked the failure is replaced with a narrowly-scoped isTimeout.

* fix(collab): distinguish access denial from transient errors in reval per Codex review (round 2)

P-MEDIUM: the revalidation goroutine treated any non-nil error from
authorizeCollabAccess as revocation, including transient store
errors (GetUser / GetWorkspaceByID / grant-lookup blips). One DB
hiccup would close every active collab WS with
ClosePolicyViolation, which is a worse UX than the bug being
guarded against.

Distinguish via errors.As against *statusError (the typed return
from authorizeCollabAccess used for all "we know they don't have
access" branches). Plain errors fall through to a warn-level log
+ timer reset so the next tick retries.

Three branches in the revalidation switch now:
  err == nil           still authorised — reset timer.
  isAccessDenial(err)  real revocation — close conn with typed reason.
  default              transient — log warn, keep conn open, reset.

* fix(collab): re-fetch item on each reval tick per Codex review (round 3)

P2: revalidation re-authorized against the *Item captured at
upgrade time, so an item moved to a collection the user can't see —
or hard-deleted — would not be caught: authorizeCollabAccess kept
checking the stale CollectionID, kept passing, and the WS stayed
open against an item the user no longer has access to.

Re-fetch via s.store.GetItem(itemID) at the start of each tick:

- error → log warn, keep conn open, retry next tick (matches the
  transient-store-error policy from round 2).
- nil → item hard-deleted (or never existed): close with
  ClosePolicyViolation + "This item is no longer available."
- otherwise → authorize against the FRESH item, picking up any
  collection move automatically.

Per-tick GetItem is one indexed lookup per minute per active
connection — negligible compared to the auth-cascade GetUser /
member / grant queries that already run on the same tick.
2026-05-08 16:07:26 -04:00
xarmian e7b1c3b5ae feat(collab): per-item Room manager with op-log replay + grace TTL (TASK-1255) (#453)
* feat(collab): per-item Room manager with op-log replay + grace TTL (TASK-1255)

Wires the OpBus + op-log + WS handler from prior phase-1 PRs into a
working dumb-relay collab server. Per-item Room created lazily on
first Join, kept alive across transient disconnects via a 60s grace
TTL, reclaimed when the grace expires with no fresh subscribers.

Components:

- internal/collab/room.go — Room struct + lifecycle
  · roomConn pairs (id, conn, bus channel, write mutex). The id is
    server-assigned per WS so writeLoop can suppress own-event echoes
    without decoding the Y.Doc to read the Yjs ClientID.
  · readLoop discriminates yMessageSync vs yMessageAwareness on
    byte 0. Sync frames are persisted to the op-log AND broadcast;
    awareness frames are broadcast only (presence is ephemeral).
    Persistence happens BEFORE broadcast so a crash mid-publish loses
    at most a live keystroke that the originator will replay on
    reconnect anyway.
  · writeLoop drains the bus subscription and writes non-self events
    to the WS, gated by a per-conn write mutex (gorilla's "one writer
    at a time" rule).
  · removeConn arms a 60s graceTimer when the last conn drops; a
    fresh addConn cancels the timer. onGraceExpired re-checks
    len(conns) == 0 under the room mutex and only THEN sets
    closing=true + calls back to the manager. The race between
    "manager.getOrCreate found us" and "grace timer fired" is
    handled by addConn returning errRoomClosing; the manager retries
    via getOrCreate which mints a fresh Room.

- internal/collab/manager.go — RoomManager + RoomManagerConfig
  · NewRoomManager wires production defaults (DefaultGraceTTL = 60s,
    DefaultSchemaVersion = "1"). NewRoomManagerWithConfig accepts an
    explicit config so tests can drop graceTTL to a few ms without
    sleeping a minute. graceTTL is per-manager, not a package var,
    so parallel tests with different TTLs don't trip the race
    detector.
  · Join is the public entry point: getOrCreate → addConn (with
    retry on errRoomClosing) → replayTo → spawn writeLoop goroutine
    → run readLoop inline → wait for writeLoop drain → return. The
    inline read keeps the HTTP handler in scope so its
    `defer conn.Close()` doesn't fire until both loops exit.
  · Close is for graceful server shutdown — closes every active
    conn under the room mutex, then drains the manager's room map.

- internal/collab/manager_test.go — 7 tests covering: lazy create,
  op-log replay-on-connect (two seed rows arrive in order), sync
  broadcast + persist (peer B sees A's frame, originator does not
  echo, op-log gains a row), awareness broadcast WITHOUT persist,
  cross-item isolation (item-a frames don't leak to item-b
  subscribers), grace-TTL reclaim with a 50ms config TTL, grace
  cancel on reconnect within window, manager.Close shuts down
  every active conn. All tests run with -race; the bus's
  concurrent-publish test was already covered by TASK-1253.

- internal/server/handlers_collab.go — wire to RoomManager
  · Returns 503 when s.collab is nil (matches the SSE handler's
    "events bus not configured" 503 — fail loud rather than silently
    accept the upgrade).
  · Otherwise hands the upgraded conn to s.collab.Join, which
    blocks until the WS closes. Unexpected close codes get the same
    warn-log as before; normal closures stay quiet.

- internal/server/server.go — adds *collab.RoomManager field +
  SetCollabRoomManager setter (nil-safe optional, like SetEventBus).

- cmd/pad/main.go — wires NewMemoryOpBus + NewRoomManager into
  the running server alongside the event-bus wiring. Single-instance
  only today; multi-replica fanout via Redis is a deferred IDEA per
  the Plan body.

- internal/server/handlers_collab_test.go — adds
  testServerWithCollab helper (so existing collab tests get a real
  RoomManager) plus TestCollabUpgradeUnavailableWithoutRoomManager
  which asserts the 503 path for unwired servers.

Parent: PLAN-1248. Phase 1 — Backend foundation.

* fix(collab): per-room appendMu + Server.Stop closes RoomManager per Codex review (round 1)

P1 — concurrent peers raced AppendYjsUpdate, violating the
single-writer-per-item contract documented on the store call. Each
peer's readLoop runs in its own goroutine, so two peers in the same
room could call AppendYjsUpdate concurrently. On Postgres that
risks the BIGSERIAL allocation-vs-commit-order cursor gap that
TASK-1252's contract was specifically guarding against. Add an
appendMu on Room held across the persist+publish sequence; reads,
awareness frames, and OTHER rooms remain unserialised.

Regression test (TestRoomManagerSerializesSyncAppends) drives 4
peers × 10 writes concurrently and asserts the op-log gains exactly
40 rows. Without appendMu this would intermittently surface fewer
rows or out-of-order ids on Postgres; with it the count is
deterministic and the race detector stays clean.

P2 — Server.Stop did not close s.collab. Active collab WS goroutines
+ grace timers could keep using s.store after the server's other
cleanup paths winding down. Add s.collab.Close() before
rateLimiters.Stop so any Join goroutines holding rate-limiter
handles can wind down cleanly. nil-safe via the existing collab
optional-attachment pattern.

* fix(collab): start writer before replay to avoid bus-overflow drops per Codex review (round 2)

P2: a joining peer subscribed to live events BEFORE its writer
goroutine started. During a long replay, live sync events would pile
up in the 64-event bus channel; once full, MemoryOpBus.Publish
silently drops them, leaving the new peer connected but permanently
missing those updates.

Restructure runConn to spawn the writer goroutine FIRST so it drains
the bus subscription concurrently with the replay. Both replay and
writer go through rc.writeMessage, which holds the per-conn write
mutex, so we never violate gorilla's one-writer-at-a-time rule.

Yjs CRDTs are commutative — applying live op 100 before replay op 50
yields the same final Y.Doc as the reverse order — so interleaving
is correct. The trade-off is a brief "out of causal order" UX wobble
during replay, which is acceptable: the alternative would require
either an unbounded queue or losing updates the way the original
order did.

* fix(pad): call srv.Stop() in serveCmd shutdown so collab sessions close per Codex review (round 3)

P2: serveCmd's SIGINT/SIGTERM path called srv.Shutdown but never
srv.Stop. http.Server.Shutdown does NOT terminate hijacked
connections (WebSockets), so active collab sessions kept running
until process exit and could race the deferred store close. The
RoomManager.Close path added in round 1 only fires inside Stop, so
without this call the production shutdown was effectively bypassing
the new cleanup.

Add srv.Stop() after srv.Shutdown in the serveCmd shutdown
sequence. Stop also runs the existing background-loop teardowns
(orphan GC, MCP audit writer, MCP session tracker) which were
previously already part of Stop's contract — those will continue to
fire as they always have, so this commit's only behavioural change
is "now also closes the collab room manager".

* fix(collab): WaitGroup drain barrier + bigger bus buffer per Codex review (round 3)

P1 — RoomManager.Close was not a true drain barrier. closeAll
closed the WebSockets but did NOT wait for the corresponding Join
goroutines (running runConn) to exit. Server.Stop returned before
in-flight collab work finished, racing the deferred store close
on process exit. Fix: track every Join in m.activeJoins
(sync.WaitGroup); Close iterates closeAll first (waking up every
reader by closing the conn), then activeJoins.Wait — guaranteeing
no collab goroutine is still running by the time Close returns.

P2 — replay-time bus overflow could still drop sync events on a
slow drain (writeLoop blocks on the same writeMu replayTo holds,
so a long replay starves the bus drain even with the writer
goroutine started before replay). Two-part response:

(a) Bump the per-subscriber bus channel buffer from 64 to 256.
Sized for a 5x safety margin on a 1k-row replay against a
chatty 5-peer room (~50 events/sec during a ~1s replay).

(b) The architectural fix — force-close subscribers on overflow,
honoring the bus's documented slow-peer recovery contract — is
filed as TASK-1273 follow-up. That requires extending the OpBus
interface (per-subscriber drop callback or counter) and an active
health-check tick in the room manager; both are out of scope for
TASK-1255's "lazy room + grace TTL" deliverable.

For PLAN-1248's single-instance scope and typical editor load,
256 covers realistic workloads. Pathological / load-test scenarios
exposing overflow can recover via Yjs's state-vector negotiation
on reconnect, and TASK-1273 will tighten that to an active kick.

* fix(collab): closed flag gates Join + Close idempotency per Codex review (round 4)

P2: http.Server.Shutdown does NOT wait for hijacked WebSocket
handlers, so a Join() call from a freshly-upgraded conn could fire
AFTER Close() returned. The previous Add-then-Wait pattern was
correct for already-started Joins but couldn't catch a Join that
hadn't yet hit Add when Close fired. Race: Close iterates the (empty)
rooms map, Wait sees zero waiters, Close returns; THEN Join hits
Add and proceeds against a torn-down store.

Add a `closed` flag gated by the same mutex that wraps
activeJoins.Add. Three orderings, all safe:

  1. Add before Close.closed=true → Wait blocks until Done.
  2. Close.closed=true before Add → Join sees closed=true under
     the same lock and returns errManagerClosed without ever
     incrementing the WaitGroup.
  3. Close called twice → second call short-circuits (idempotent).

getOrCreate also gets a closed-flag short-circuit so a future
caller can't bypass the gate by skipping Join.

Test: TestRoomManagerJoinAfterCloseFailsFast asserts post-Close
Join returns errManagerClosed, plus a second Close() is a no-op.

All 15 collab tests pass under -race.
2026-05-08 15:38:45 -04:00
xarmian 2945ee27dd feat(server): add WebSocket handler at /api/v1/collab/{itemID} (TASK-1254) (#452)
* feat(server): add WebSocket handler at /api/v1/collab/{itemID} (TASK-1254)

WebSocket entry point for Yjs-based collaborative editing on a
single item under PLAN-1248. Bare-bones in this PR by design:
upgrade + log connect/disconnect + drain reads. Protocol logic
(forwarding to OpBus, persisting to op-log, awareness fan-out)
arrives in TASK-1255 (room manager).

Authorisation mirrors RequireWorkspaceAccess but keyed on the
item's workspace ID rather than a {slug} URL param — the WS URL
only carries itemID. Implementation re-uses the same access
ladder:

  fresh-install escape hatch (no users)
    → grant
  legacy workspace-scoped API token, no user
    → grant if token's workspace matches the item's workspace
  OAuth token allow-list (TASK-953)
    → reject when workspace not on consented list
  authenticated user
    → admin OR member OR has guest grants

User is re-fetched from the store on each upgrade (not trusted
from session-context cache) so a mid-session admin demotion or
member removal closes the upgrade path immediately. Mirrors
sseSubscriberStillHasAccess. Periodic per-connection
revalidation lives in TASK-1256.

Route registered alongside SSE (outside the jsonContentType
middleware group, but inside the auth middleware chain). Promotes
github.com/gorilla/websocket from indirect to direct dep and
bumps to v1.5.3 (latest stable; v1.5.0 was already in
go.mod transitively via another package).

Tests cover:
- fresh-install escape hatch grants the upgrade
- bootstrapped server rejects unauthenticated upgrade with 401
- non-member with valid session is rejected with 403
  (NOT 401 — confirms the access path runs after auth, not before)
- unknown item surfaces as 404 (not 401/403 leak)
- empty itemID segment doesn't match the route

Test infrastructure note: dialCollab takes an explicit User-Agent
because pad's session-binding middleware hashes the UA at
CreateSession time and re-checks on every request — the dialer
must match what was stored, otherwise the cookie is rejected
before the workspace check fires (and we'd see a misleading 401
where 403 was expected).

Parent: PLAN-1248. Phase 1 — Backend foundation.

* style: gofmt handlers_collab_test.go per Codex review (round 1)

* fix(server): SetReadLimit + nginx upgrade headers for collab WS per Codex review (round 2)

P-MEDIUM #1: handleCollab.ReadMessage had no per-message size cap, so an
authenticated client could send an arbitrarily large frame and force
unbounded server-side buffering — the HTTP body limit applied by the
auth chain doesn't apply once the connection is upgraded. Set
SetReadLimit(1 MiB), generous for keystroke-rate Yjs ops and large
enough for a typical initial-sync state. ReadMessage returns an error
when exceeded, which the existing read loop handles as a normal close.

P-MEDIUM #2: deploy/nginx.conf routed /api/v1/collab/ through the
default `location /` block, which sets `Connection ""` (cleared so HTTP
keepalive works) — that strips the Upgrade header, so WebSocket
upgrades silently fail behind the documented nginx deployment. Add a
dedicated location block with proxy_set_header Upgrade $http_upgrade /
Connection "upgrade", same 24h read/send timeouts as SSE so an idle
editor tab does not get cut off mid-session.

* fix(server): enforce per-item visibility in collab WS upgrade per Codex review (round 3)

P2: authorizeCollabAccess granted upgrade to any workspace member or
guest-with-grants without checking whether THIS specific item was
visible to that user. A restricted member (collection_access=specific)
or a guest with grants on item A could upgrade /api/v1/collab/{itemID}
for an item B in a different collection — they'd see live edits to a
document they have no right to read.

Restructure the access ladder:

1. Workspace-level gate stays as-is: "any access at all?" If no
   membership AND no grants → 403 (unchanged).
2. Item-level visibility check added on top, mirroring requireItemVisible
   without depending on middleware-set request context (the WS path
   doesn't go through RequireWorkspaceAccess):
     - VisibleCollectionIDs nil → "all" access → grant.
     - Item's collection in the visible set → grant.
     - Item-level grant on this exact item → grant (covers guests
       given access to a single item rather than a whole collection).
     - Else → 404, mirroring requireItemVisible's "don't leak
       existence" pattern.

Admin path returns nil before this check, so no change there.
Legacy workspace-scoped API tokens grant editor-equivalent access
on workspace match (predates the grants design); that branch is
untouched since legacy tokens don't have a user identity to scope
per-item grants against.

Test added: TestCollabUpgradeRejectsRestrictedMemberForeignCollection
— member with specific access to collA tries to upgrade for an item
in collB → 404. Existing 5 tests still pass.

* fix(server): strict per-item visibility check + sibling-grant test per Codex review (round 4)

P1 (round 4): VisibleCollectionIDs is broader than full-collection
access — it includes collections "anchored" by an item-level grant
(so the nav can still surface the parent collection of a granted
item). Round 3's check treated every visible collection as full
access; a guest with grant `item:A` could upgrade
/api/v1/collab/{B} for a sibling B in the same collection.

Tighten by mirroring guestResourceFilter / requireItemVisible:

  1. Coarse stage stays — collection must be in the visible set.
  2. NEW strict stage when the user has item-level grants:
     (a) full collection grant on this collection → grant
     (b) member's "specific" access list including this collection
         → grant
     (c) item grant on THIS exact item → grant
     Else → 404 (the visible-set hit was anchored by a sibling's
     grant, not by full collection access).

When the user has NO item grants, the coarse-only check is
sufficient — visibility came from full collection access (member's
"specific" list, full collection grant, or "all" access).

Test added: TestCollabUpgradeRejectsGuestWithSiblingItemGrantOnly
— guest with item:A grant tries to upgrade for sibling B in the
same collection → 404 (the bug being regression-tested) AND verifies
the granted item A still upgrades cleanly to 101 Switching Protocols.
2026-05-08 14:36:47 -04:00