Commit Graph

263 Commits

Author SHA1 Message Date
xarmian dfd3811eee feat(api): bulk-mutation endpoint + single SSE batch event (TASK-1668) (#669)
* feat(api): bulk-mutation endpoint + single SSE batch event (TASK-1668)

Add POST /workspaces/{ws}/items/bulk accepting item IDs + a verb
(archive, move, tag, untag, set-priority, assign). The lane-header
bulk actions operate on a whole filtered lane, so the endpoint emits
ONE items_bulk_updated SSE event and ONE item.bulk_updated webhook for
the batch instead of per-item fan-out.

Reuses the existing store paths (UpdateItemWithPreCheck / MoveItem /
DeleteItem) rather than re-implementing writes; the open-children
guard runs per status-bearing move exactly as the single PATCH path
does (force-overridable). Per-row failures are collected into the
response envelope (updated/failed/total) rather than aborting the
batch. Editor/owner gated.

Frontend client + TS types follow in TASK-1669; UI wiring in TASK-1672.

Parent: PLAN-1667.

* fix(api): per-item visibility + collection-move guard on bulk endpoint per Codex review (round 1)

- Enforce per-item collection visibility (checkItemVisible) in the bulk
  loop so a member with collection_access="specific" can't bulk-mutate
  items in hidden collections by guessing refs; report invisible rows as
  not-found. Also gate the move target collection on visibility.
- Route bulk collection moves through MoveItemWithPreCheck with the
  open-children guard (destination schema), closing the bypass where a
  collection move + terminal status could mark a parent terminal with
  open children. Status-only moves already ran the guard.
- Tests: status-move + collection-move guard coverage (reject + force
  override + mutation-safety).

* fix(web): consume items_bulk_updated SSE event per Codex review (round 2)

The bulk endpoint emits one items_bulk_updated event, but the SSE
service only listened for the fixed ITEM_EVENTS list — so a bulk
mutation left other tabs/sessions stale until an unrelated sync fired.
Route the batch event through the existing sync_required path: it
carries item_ids + a max seq but no per-item field payload, so an
incremental /items-changes delta reconciles every affected row by seq.
Broadcast so peer tabs reconcile too.

* fix(api): scope bulk SSE event per-collection, drop item_ids per Codex review (round 3)

The batch event published with an empty Collection, which the SSE
filter treats as workspace-level: restricted members received bulk
events for hidden collections (leaking item_ids/op/count) while guests
with grants were dropped entirely and stayed stale.

Emit one items_bulk_updated event per affected collection with
Collection set, so the existing visibility filter routes it like any
collection-scoped event. Drop per-item IDs from the SSE payload — a
batch can't be item-grant-filtered for guests on a broadcast bus, so
IDs would leak; recipients reconcile via the /items-changes delta,
which is visibility-filtered server-side (Seq carries the cursor). The
webhook (a trusted workspace integration) keeps the full id list.

Test asserts the event is collection-scoped and carries no item_ids.

* fix(api): bulk collection move notifies both source and target scopes per Codex review (round 4)

A cross-collection move only emitted a batch event for the target
collection, so a restricted member watching the source lane wouldn't
reconcile the item leaving it. Notify both the source and target
collection scopes for moves (still no per-item IDs). Test asserts both
events fire.

* fix(api): suppress itemless batch SSE events for item-grant-only subscribers per Codex review (round 5)

A guest/restricted member with only item-level grants in a collection
could still receive the collection-scoped items_bulk_updated event
(itemless), learning op/count/timing for items they can't see. Extract
the SSE visibility filter into sseEventVisibleFor and add a rule:
itemless collection-scoped events go only to subscribers with FULL
collection access; item-grant-only subscribers reconcile their granted
items via the next resume/reconnect /items-changes sync instead.

Adds a unit test covering the visibility matrix.

* fix(api): validate status override against target schema on bulk collection move per Codex review (round 6)

A status override on a collection move was applied after MigrateFields
but never validated against the target schema, so an out-of-options
value (e.g. status=bogus) could be written. Run ValidateFields on the
final field map before the move. Test asserts the invalid value is
rejected per-row and the item stays put.
2026-05-30 18:41:55 -04:00
xarmian 076fb9b2e7 feat(comments): comment editing backend — user_id, UpdateComment, PATCH, SSE (TASK-1663) (#665)
* feat(comments): comment editing backend — user_id, UpdateComment, PATCH, SSE (TASK-1663)

Foundation for comment editing (PLAN-1662). No migration — comments.user_id
already exists (012_users.sql) but was never written or exposed.

- Populate user_id on create/reply: CreateComment takes an explicit userID
  param (passed from currentUserID by the handlers, not via the request body
  so it can't be spoofed). Expose user_id on models.Comment + all comment
  SELECTs/scans. The workspace export path is left as-is — imported comments
  keep NULL user_id (admin-only edit), matching the pre-identity fallback.
- Store.UpdateComment(id, body): replaces body + bumps updated_at; the
  comments_fts_update trigger re-indexes.
- PATCH /workspaces/{ws}/comments/{commentID}: author-or-admin only
  (canEditComment), rejects empty body. Editing is an authorship op, distinct
  from delete (item editors). NULL user_id → admin-only.
- comment_updated SSE event: broadcast from the handler; added to the web
  sse allowlist + ItemTimeline refresh set.
- web: api.comments.update(), Comment.user_id type.

Tests: author edits own (200), non-author non-admin (403), admin edits
anyone (200), empty body (400), NULL-user_id comment is admin-only.

Parent: PLAN-1662.

* fix(account): detach authored comments on account deletion per Codex review (round 1)

Now that TASK-1663 populates comments.user_id (FK to users.id),
DeleteAccountAtomic would fail on the FK for any user who authored a
comment. Null comments.user_id for the user before deleting the row —
comments live on in soft-deleted/other workspaces; the display-name
author is preserved and the comment just becomes admin-only to edit.
Regression test added.
2026-05-30 12:38:57 -04:00
xarmian e179c595e4 feat(comments): paste/drop image attachments in comments + inline render (IDEA-1650) (#663)
* feat(comments): paste/drop image attachments in comments + inline render (IDEA-1650)

Comment composers were plain textareas with no upload path, and comment
bodies rendered markdown without an attachment resolver — so a
`pad-attachment:UUID` reference would never display. This wires both
halves end to end:

- Compose: paste or drop files into the comment composer (ItemTimeline)
  and the reply box (TimelineCommentCard). A shared helper
  (commentAttachments.ts) splices an "Uploading…" placeholder at the
  caret, uploads concurrently via the existing attachment API, and swaps
  each placeholder for its `pad-attachment:UUID` markdown ref (image
  syntax for image MIMEs, link/chip syntax otherwise — mirrors the
  editor's split). Submit is gated while uploads are in flight.
- Display: ItemTimeline lazily HEAD-probes each referenced UUID (reusing
  the editor's fetchAttachmentMetadata cache), builds a reactive
  resolver, and threads it into renderMarkdown for comments and replies
  so refs render as inline images / file chips.
- Orphan GC: comment uploads leave attachments.item_id NULL (like the
  editor), but the GC reference scan only checked items.content/fields.
  Renamed AttachmentReferencedInItems -> AttachmentReferenced and
  extended it to scan comments.body, so a screenshot referenced only
  from a comment isn't reclaimed after the grace period. Added
  TestOrphanGC_KeepsAttachmentReferencedFromComment.

Follow-up refinement (thumbnails + click-to-expand lightbox) captured as
IDEA-1660.

* fix(comments): escape markdown-significant chars in attachment filenames per Codex review (round 1)

Filenames containing [ ] or backslash could break the generated
![name](pad-attachment:...) markdown. P2 (grant-aware upload auth) is a
pre-existing endpoint-wide gap shared with the rich editor — tracked as
BUG-1661, not fixed here to keep the PR focused.

* fix(comments): preventDefault on dragover for file drops per Codex review (round 2)

Browsers only deliver a file drop to a custom target if its dragover
cancels the default; without it the page navigates to the file. Gated
on isFileDrag so in-textarea text drag-drop is unaffected.
2026-05-30 10:57:31 -04:00
xarmian 1b1068537c feat(tags): workspace tag enumeration endpoint + cross-collection filter (TASK-1653) (#658)
* feat(tags): workspace tag enumeration endpoint + cross-collection filter (TASK-1653)

Foundation for the tags feature (PLAN-1652 / IDEA-1649). The write path and
per-collection ?tag= filter already existed; this adds tag enumeration and a
verified cross-collection read so a single tag can group items of any type.

- store: dialect.JSONArrayElements unnests a JSON text-array column
  (json_each on SQLite, jsonb_array_elements_text on Postgres);
  Store.ListWorkspaceTags returns distinct tags + item counts, ordered by
  count desc then tag asc, with the same collection/item ACL filters as
  ListItems so counts never leak hidden items.
- server: GET /workspaces/{ws}/tags (handleListTags), respecting collection
  visibility + guest item grants.
- models: TagCount{tag,count}.
- cli: client.ListTags + `pad tag list`.
- web: api.tags.list + TagCount type (items.list already forwards `tag`).
- tests: store-level (cross-collection aggregation, collection scoping,
  non-nil-empty = empty, archived excluded) and handler-level (a Task + an
  Idea sharing one tag; GET /tags counts + ordering).

Parent: PLAN-1652.

* fix(tags): count distinct items per tag, not tag occurrences per Codex review (round 1)

COUNT(DISTINCT i.id) so an item with duplicate tags (e.g. ["ux","ux"]) is
counted once — the write path doesn't enforce per-item tag uniqueness.
Adds a regression test.
2026-05-29 23:43:02 -04:00
xarmian b68164a714 feat(report): opt-in 'what shipped' completed-items list (TASK-1641) (#651)
* feat(report): opt-in 'what shipped' completed-items list (TASK-1641)

Add ?include_items=true → completed_items[{ref,title,collection,completed_at}]
on the report: items that reached a positive terminal in the window, deduped
by item (newest completion first), capped at 500 with
completed_items_overflow_count. Same positive-terminal source as
totals.completed (joins live items, deleted_at IS NULL), so the list reconciles
with the count. Opt-in so the interactive dashboard stays count-only; the
print/export report (TASK-1642) requests it.

Web ReportData gains completed_items + the api.report.get includeItems flag.
Parent: PLAN-1628.

* fix(report): scope completed-items list to the item's current visible collection per Codex review (round 1)

The list scoped transitions by st.collection_id (visible at completion) but
returned the item's CURRENT title/ref/collection — so an item completed while
visible then moved to a hidden collection could leak its hidden collection
slug/prefix + current title to a restricted caller. Require i.collection_id to
be in the resolved (scoped) collection set on both the count and list queries.
Adds a move-to-hidden-collection visibility test.
2026-05-29 17:47:25 -04:00
xarmian 0d0c660565 feat(insights): navigate to past periods (offset + prev/next) (TASK-1639) (#649)
Add an `offset` to the report (periods back; 0 = current, clamped >= 0):
window becomes [now - (offset+1)*lookback, now - offset*lookback]. Throughput
and cycle-time shift automatically; response echoes `offset` + shifted range.

Backend: ReportOptions.Offset + ReportData.offset; handler parses ?offset=.
Web: api.report.get passes offset; ReportData.offset typed.
Insights page: ◀ Previous / Next ▶ controls (Next disabled at offset 0) + a
period label; offset is session-only (not persisted to the layout); resets on
window or workspace change. Interim: WIP + status-distribution are hidden when
viewing a past period (they're as-of-now) with a note — TASK-1640 reconstructs
them historically.

Parent: PLAN-1628.
2026-05-29 16:59:37 -04:00
xarmian eeff78118b feat(insights): per-user layout customization + persistence (TASK-1634) (#645)
* feat(insights): per-user layout customization + persistence (TASK-1634)

Let users personalize the Insights surface, persisted per-user per-workspace:
toggle which metric cards show, and remember the window + collection filter.

Backend:
- migrations 064/043: user_report_layouts (user_id, workspace_id, config JSON,
  PK(user_id,workspace_id), ON DELETE CASCADE) — dual-dialect.
- models.ReportLayout (hidden_cards/default_window/default_collections) +
  ReportCardIDs/ValidReportWindow validation.
- store.GetReportLayout / SaveReportLayout (ON CONFLICT upsert, both dialects).
- GET/PUT /workspaces/{ws}/report/layout — per-user; PUT sanitizes window +
  filters hidden_cards to the known card set. web client + TS type.

Frontend (Insights page):
- loads the saved layout, hydrates window/collections/hidden cards
- a "Customize" panel toggles each card (SvelteSet-backed); each section gated
  on !hiddenCards.has(id); Totals always shown
- debounced auto-save, gated on a per-workspace `hydrated` flag so it never
  saves during load or stomps another workspace's layout on switch

Single config per user (no named/multiple layouts — deliberate v1 scope).
Parent: PLAN-1628.

* fix(insights): save layout only on explicit user changes, not on load per Codex review (round 1)

The auto-save $effect ran once after hydration (loadLayout assigns reactive
state, then flips hydrated=true), firing a PUT /report/layout on mere page
view — which 401s on no-user/legacy-token sessions and bounces the user to
/login. Replace the effect with a scheduleSave() called only from explicit
handlers (toggleCard, selectWindow, toggleCollection, clearCollectionFilter);
hydration never saves. Also capture wsSlug at schedule time and drop the
pending save if the workspace changes mid-debounce, so A's edit can't land
on B.
2026-05-29 15:00:34 -04:00
xarmian a1d09c90df feat(report): windowed project report endpoint + DateBucket dialect (TASK-1630) (#638)
* feat(report): windowed project report endpoint + DateBucket dialect (TASK-1630)

GET /workspaces/{ws}/report?window=week&collections=tasks,bugs returns a
time-bucketed report: created-vs-completed throughput, net flow,
completed-by-collection, and a current status-distribution snapshot.

- Dialect.DateBucket(column, granularity) — day/hour bucketing via fixed-width
  substring on the UTC RFC3339 TEXT (identical + exact on SQLite + Postgres;
  avoids SQLite 'Z'-parsing fragility). Routes all report date math through it.
- store.GetReport: resolves per-collection done field + positive terminals
  (terminal options minus rejected/cancelled/etc.), counts completions from
  status_transitions and created from items.created_at, zero-fills buckets.
- HTTP handler + route; web ReportData type + api.report.get client.
- Tests: throughput/totals, negative-terminal exclusion, status distribution,
  collection filter, non-status done-field, out-of-window exclusion, hourly
  day-window, DateBucket per granularity. Dual-dialect via testStore.

Fixes the response contract that TASK-1632/1633/1635 consume (noted on them).
Parent: PLAN-1628.

* fix(report): scope report to caller's visible collections per Codex review (round 1)

The endpoint sits under RequireWorkspaceAccess (members, restricted members,
guests), but GetReport resolved ALL workspace collections — letting a caller
with access to one collection infer hidden collections' slugs, created/
completed counts, and status distribution. Mirror the dashboard: the handler
computes visibleCollectionIDs() and GetReport restricts to that set
(ScopeToVisible). Empty visible set → empty report. Aggregate reports are a
full-collection-visibility feature; item-level grants aren't surfaced in
workspace-wide counts.

* fix(report): correct visibility scoping for all-access + item-grant callers per Codex review (round 2)

Round 1's scoping had two bugs in how it read visibleCollectionIDs:
1. nil means "all-access" (admin / collection_access=all), but the handler
   treated nil as an empty visible set → all-access users got an EMPTY report.
   Now nil → ScopeToVisible stays false (full workspace report).
2. For guests, visibleCollectionIDs includes collections visible only via
   item-level grants; passing those to the aggregate report leaked the whole
   collection's counts. Now mirror the dashboard: when item-level grants are
   present, scope to fullCollIDs (full-access collections only).

Adds report handler tests (owner full report + default window) alongside the
store-level scoping test.

* fix(report): bearer-aware admin visibility scoping per Codex review (round 3)

visibleCollectionIDs grants ANY platform admin an unrestricted (nil) view, but
RequireWorkspaceAccess suppresses the platform-admin bypass for bearer auth and
falls through to membership (BUG-1616/1617). So a bearer admin (PAT/CLI/OAuth)
who is only a restricted workspace member could read the full workspace report.

Extract reportVisibleCollections(): gate the admin bypass on cookie auth; for
everyone else resolve actual member/guest visibility, and when item-level
grants exist scope to the full-access collection set only. Adds a cookie-vs-
bearer scoping test (cookie admin unrestricted, bearer restricted-member scoped
to the granted collection, end-to-end through GetReport).

* fix(report): exclude soft-deleted items from completion counts per Codex review (round 4)

status_transitions rows survive a soft delete (only a HARD delete cascades
them), so a completed-then-soft-deleted item still counted toward completed /
completed_by_collection while created and status_distribution (which filter
deleted_at IS NULL) excluded it — inconsistent totals. Join live items in both
completed queries. Adds a regression test.
2026-05-29 08:24:05 -04:00
xarmian 08f76f3486 fix(deps): bump go-jose/v3 to v3.0.5 to clear GO-2026-4945 (BUG-1619) (#634)
* fix(deps): bump go-jose/v3 to v3.0.5 to clear GO-2026-4945 (BUG-1619)

GO-2026-4945 — Go JOSE panics in JWE decryption. Reachable via
github.com/ory/fosite v0.49.0 from internal/server/handlers_oauth.go's
handleOAuthAuthorize (govulncheck call chain into jose.ParseSigned /
JSONWebSignature.Verify / etc).

Drop-in dependency bump, no API changes. Post-bump govulncheck reports
0 reachable vulnerabilities.

Discovered during v0.6.0 release pre-flight (PLAYB-1160 step 1) — CI
run 26518095093 failed govulncheck after the most recent main push,
even though nothing about that change touched OAuth. Same shape as
TASK-1583 (the golang.org/x/net bump earlier this cycle).

* test(open-children-guard): filter readParentRef by SourceRef to fix race flake (BUG-1621)

readParentRef was matching the first LinkType=="parent" link in
GET /items/{ref}/links's response — but GetItemLinks returns links
in BOTH directions (WHERE source_id = ? OR target_id = ?). After
TestOpenChildrenGuard_PatchAtomicRejectionPreservesParentLink attaches
a child task to its target plan, the response contains two parent
links: target→oldParent AND child→target. ORDER BY created_at DESC
ties at sub-microsecond resolution; SQLite tiebreaks on rowid; under
race-scheduler CI load the child→target link sometimes lands first,
the helper returns the target's OWN ref as the "parent", and the
setup-sanity assertion fails with "parent should start as PLAN-1,
got PLAN-3" (where PLAN-3 = target itself).

Filter on SourceRef == itemRef so only the item's OUTGOING parent link
matches. Test-file-only change.

Latent since PR #571 (IDEA-1494, e59d390). Caught now during v0.6.0
release pre-flight on PR #634.
2026-05-27 13:21:57 -04:00
xarmian 83716a65fc fix(backlinks): scope cross-workspace admin enumeration to membership for bearer auth (BUG-1617) (#633)
Companion to BUG-1616. The admin platform role granted unrestricted
cross-workspace visibility at the STORE layer too: `GetCrossWorkspaceBacklinks`
ran `ListWorkspaces()` for any user with `Role=admin`, and
`ResolveBacklinksVisibility` short-circuited to `(nil, nil)` for the
same role check. Both fired BEFORE the BUG-1616 middleware gate could
deny the request, so a bearer-borne admin (CLI / PAT / MCP) could
enumerate cross-workspace backlinks from every workspace on the server.

Policy: bearer-borne admin gets STRICT membership enumeration — no
guest-grants fallback. Matches RequireWorkspaceAccess's membership-only
stance from BUG-1616. Cookie-session admin keeps the global view
(preserved web-UI affordance).

Threads `authIsBearer bool` from the HTTP boundary (via the new
isBearerAuth helper) into the store layer:

- `Store.ResolveBacklinksVisibility` — admin bypass now gated on
  `!authIsBearer`; bearer-admin falls through to the regular
  member/grants pipeline. Also tightens the "no visibility" return
  shape from `(nil, nil)` to non-nil empty slices so callers can
  distinguish "unrestricted" from "explicit empty" — closes a
  latent ambiguity that doesn't fire in current callers but would
  if any future caller bypassed the upstream membership filter.
- `Store.GetCrossWorkspaceBacklinks` — new switch:
    - cookie admin       → ListWorkspaces (unchanged)
    - bearer admin       → GetUserMemberWorkspaces (NEW, strict
                            membership; no grants fallback)
    - non-admin          → GetUserWorkspaces (unchanged; memberships
                            ∪ guest-grant workspaces)
- `Server.guestResourceFilterCore` — admin short-circuit now gated
  on `!isBearerAuth(r)`; bearer-admin delegates to the store-side
  helper with the bearer signal threaded through.
- `handlers_backlinks.go` — pass `isBearerAuth(r)` to
  `GetCrossWorkspaceBacklinks`.

New `Store.GetUserMemberWorkspaces` helper — the first half of
`GetUserWorkspaces` without the UNION-with-grants block. Used by the
bearer-admin path; existing callers continue to use `GetUserWorkspaces`
unchanged.

Tests:

- `wiki_links_xws_test.go`:
  - Updated `TestWikiLinks_CrossWorkspaceAdminSeesAllWorkspaces` to
    cover both `authIsBearer=false` (cookie, sees all) and
    `authIsBearer=true` (bearer, sees none) cases.
  - NEW `TestWikiLinks_CrossWorkspaceBearerAdminGrantOnlyWorkspaceFiltered`
    — bearer-admin with a guest grant on workspace C still gets ZERO
    cross-ws rows from C (Codex round-2 finding).
  - NEW `TestWikiLinks_CrossWorkspaceBearerAdminSeesMemberWorkspaces`
    — positive control: bearer-admin who IS a member sees the row.
  - Extended `TestResolveBacklinksVisibility_RoleMatrix` with two
    bearer-admin subtests (non-member workspace → empty; member
    workspace → unrestricted).
- NEW `handlers_backlinks_admin_bearer_test.go::TestCrossWorkspaceBacklinks_AdminBearer_OnlySeesMembershipWorkspaces`
  — full HTTP integration test, both cookie and PAT-bearer subtests.
- All existing callers updated to pass `false` for `authIsBearer`
  (preserves current cookie-session / non-admin behavior).

Verification: full `go test ./...` green; `make lint` clean;
Codex round 2 review CLEAN.

🤖 BUG-1617
2026-05-27 10:37:30 -04:00
xarmian f48c99e421 fix(auth): scope admin platform role to cookie session auth (BUG-1616) (#632)
The admin platform role granted owner-level access to every workspace on
every surface, including bearer-borne callers (PATs on /api/v1, CLI
session bearers, PATs/OAuth on /mcp). A user with "All current
workspaces" consent on an MCP client — or a leaked admin token of any
kind — could reach data the admin never joined.

Policy: the admin global bypass now fires only for cookie session auth
(web UI / SPA / /console/admin). Bearer-borne callers fall back to a
strict workspace_members check (membership-only; no guest-grants
fallback either).

Gated four sites in lockstep:

- RequireWorkspaceAccess (internal/server/middleware_auth.go) — covers
  /api/v1/* routes; emits the existing not_a_member MCP authz denial
  metric on bearer-admin denials.
- handleSSE entry (internal/server/handlers_events.go) — adds an
  explicit GetWorkspaceMember check for bearer-borne admin after
  resolveWorkspace's global slug lookup.
- sseSubscriberStillHasAccess (internal/server/handlers_events.go) —
  per-tick revalidation now matches entry-time policy.
- computeSSEVisibility (internal/server/handlers_events.go) —
  bearer-admin gets a real VisibleCollectionIDs filter instead of
  "no filtering"; a bearer-admin who's a member with
  collection_access=specific is now correctly scoped.
- authorizeCollabAccess (internal/server/handlers_collab.go) —
  WebSocket collab upgrade gate; same membership-only stance.

New shared helper isBearerAuth(r) folds two signals (Authorization:
Bearer header OR ctxIsAPIToken stash) so MCP-dispatcher synthesized
requests and CLI session bearers are both covered. Mirrors the dual
check middleware_csrf.go already uses.

Tests (9 total):

- middleware_auth_admin_token_gate_test.go (5) — PAT denied/allowed
  permutations, CLI session-bearer denial, cookie-session bypass
  preserved.
- handlers_admin_bearer_gate_test.go (4) — SSE revalidation,
  visibility filter, collab WebSocket auth.

Companion BUG-1617 (store-layer admin bypass in backlinks visibility)
tracked separately.
2026-05-27 10:09:30 -04:00
xarmian 225fb4a53f Wire upgrade CTAs with Stripe-ready billing flow (TASK-800) (#629)
* feat(billing): add billing_available session flag gated on PAD_BILLING_AVAILABLE (TASK-800)

Add Server.billingAvailable field set by SetBillingAvailable(), called from
cmd/pad/main.go when PAD_BILLING_AVAILABLE=true|1. Expose the flag as
billing_available in both the setup-state and authenticated session payloads
(value: cloudMode && billingAvailable) so the web UI can gate Stripe CTAs
without a code change at deploy time. False by default.

* feat(billing): wire upgrade CTAs, checkout POST flow, plan section, clickable limit toasts (TASK-800)

Frontend prep work gated on authStore.billingAvailable (from billing_available
session field). When false, upgrade buttons remain hidden and the "coming soon"
note stays in place — flip PAD_BILLING_AVAILABLE=true at deploy time.

Changes:
- client.ts: add billing_available to AuthSession; add api.billing.createCheckoutSession()
  (POST /billing/checkout → parse {url} → caller does window.location.href)
- auth.svelte.ts: billingAvailable getter
- console/billing: replace STRIPE_AVAILABLE=false with $derived(authStore.billingAvailable);
  fix GET→POST on upgrade buttons; add ?checkout=cancelled banner; add cancelled style
- console/settings: new cloud-mode-gated "Plan" section with current plan + upgrade/manage link
- All 11 limit-hit sites: replace plain-text '/console/billing' appendage with
  toastStore.show(msg, 'error', 6000, '/console/billing') so the toast is clickable

* docs(billing): document pad-cloud CSRF and error-envelope contract divergences in createCheckoutSession (TASK-800)
2026-05-25 13:18:43 -04:00
xarmian 342679a364 Standardize plan-limit error envelope across HTTP/MCP/CLI/UI (TASK-788) (#628)
* fix: limit-hit responses were actively broken — garbled toasts, no upgrade signal

The limit enforcement responses (plan_limit_exceeded on 403) used a flat
body shape {"error": "plan_limit_exceeded", ...} that is incompatible with
every consumer: the frontend PadApiError parser, the CLI parseError path,
and the MCP classifyHTTPStatusKind all expect {"error": {"code": ...,
"message": ...}}. As a result, hitting any of the 5 plan limits (items,
members, workspaces, api_tokens, webhooks) produced garbled toasts with
undefined message text and zero upgrade signal.

Fix:
- writePlanLimitError now emits the standard nested error envelope with a
  human-readable message sentence and limit details in error.details.
- CLI parseError now correctly surfacing the message (net positive, no
  code change needed).
- MCP classifyHTTPStatusKind: adds ErrPlanLimitExceeded to the taxonomy
  and the allowedStructuredErrorCodes whitelist so 403 plan-limit errors
  pass through with code + details rather than collapsing to
  ErrPermissionDenied (TASK-788).
- Frontend: exports isPlanLimitError() type-guard and planLimitMessage()
  formatter from client.ts; all 4 limit-hit write call sites (item create,
  member invite, workspace create, token create) now branch on the code and
  show an upgrade-signal message pointing at /console/billing.
- Test: updates handlers_workspace_cap_test.go to the new body shape; adds
  TestPlanLimitError_ResponseShape covering members_per_workspace limit hit.

TASK-788

* fix(R1): cover MCP stdio path, 5 more item-create sites, polish message wording

Finding A — MCP stdio transport was missing plan-limit coverage:
- cli/client.go: add PlanLimitDetails struct, AsPlanLimit() helper, and
  WritePlanLimitError() that emits the pad-structured-error/v1 marker so
  the MCP stdio classifier can lift code + details instead of falling
  through to ErrServerError.
- cmd/pad/main.go: wire the WritePlanLimitError branch into all three
  CreateItem call sites (item create, convention activate, playbook activate).
- internal/mcp: add TestClassifyHTTPStatus_PlanLimitPreservesCodeAndDetails,
  TestClassifyHTTPStatus_Generic403FallsToPermissionDenied,
  TestClassifyExecError_PlanLimitMarkerLiftsStructuredPayload, and
  TestClassifyExecError_PlanLimitWithoutMarkerFallsThrough.

Note: extractUpstreamErrorEnvelope already parses details (json.RawMessage
field) — the codex concern about it being silently empty was a false alarm;
no fix needed there.

Finding B — 5 more item-create entry points were unguarded:
- EditorBubbleMenu.svelte (inline wiki-link capture)
- Sidebar.svelte (quick-add)
- roles/+page.svelte (board new-item, was console.error only; adds toastStore)
- conventions/+page.svelte
- playbooks/+page.svelte (both create and duplicate paths)

B1/B2 polish — server message is now statement-of-fact only, no doubled
upgrade verb. planLimitMessage() drops "Upgrade to Pro to add more." (each
surface appends its own CTA). limitStr uses hyphenated adjective form
"3-member" / "10-item" (compound modifier before "limit").

TASK-788

* feat(task-788): extend MCP-stdio plan-limit coverage to workspace, invite, webhook

Wire WritePlanLimitError into three additional CLI command error paths so
the MCP stdio classifier surfaces ErrPlanLimitExceeded with details instead
of falling through to ErrServerError:

- workspaceCreateCmd: check before fmt.Errorf wraps the APIError
- inviteCmd: check before returning the raw error
- webhooksCreateCmd: check before returning the raw error

Add TestClassifyExecError_PlanLimitWorkspaceCreate to exercise the full
workspace-create stdio round-trip through classifyExecError, asserting
ErrPlanLimitExceeded code, feature="workspaces", limit, and upgrade_url.

Token create intentionally left bare (agents don't drive token creation).
2026-05-25 11:46:41 -04:00
xarmian a7fb14ee14 Reduce free-tier workspace cap from 5 to 3 (TASK-1609) (#627)
Lower DefaultFreeLimits.Workspaces from 5 to 3 to sharpen the
price-discrimination delta between Free and Pro ahead of Stripe
Live (PLAN-1570 Phase a). Add IDEA-1611 comment on the soft-deleted
workspace count behavior. Add store-level and handler-level tests
covering the new boundary, pro-tier bypass, override path, and
self-hosted no-limit path.
2026-05-25 09:24:57 -04:00
xarmian 3a04c06684 fix(backlinks): suppression must query item_links, not items.parent_id (TASK-1607 followup) (#626)
* fix(backlinks): suppression must query item_links, not items.parent_id (TASK-1607 followup)

The initial TASK-1607 fix routed the parent↔child "Mentioned in"
suppression through `items.parent_id`. That column is empty in
production — 0 of 3,923 items in a live workspace had it set —
because the API path (handlers_items.go::handleCreateItem) writes
parent relationships via Store.SetParentLink, which only touches
the `item_links` table with link_type='parent' (source=child,
target=parent — see migration 023). The deprecated parent_id
column is vestigial. Result: the filter was a no-op everywhere
the user actually encountered the duplication.

Caught when testing on fhir-core/TASK-397 — a task with ~20
children all wiki-linking it, none filtered. Direct sqlite
inspection confirmed: parent_id NULL on every row, but 2,022
'parent' rows in item_links workspace-wide.

The fix:

- Replace the SQL predicate in GetBacklinks and CountBacklinks
  with two NOT EXISTS subqueries against item_links — one for
  "source is not a child of target", one for "source is not the
  target's parent". Both use idx_links_source / idx_links_target
  for O(1) lookups per candidate row.
- Drop the TargetParentID field from BacklinksVisibility. The
  store no longer needs the handler to plumb it through — the
  parent relationship is queried from item_links directly. Same
  pattern as children-suppression: both are unconditional and
  self-contained.
- Update handlers_backlinks.go to remove the dead plumbing.
- Rewrite createChildItem test helper to use SetParentLink (the
  production path) instead of CreateItem with ParentID (the dead
  column path). The original test helper made all the
  suppression tests pass falsely against the wrong storage.
- Add TestWikiLinks_SuppressionUsesItemLinksNotParentIDColumn:
  sets up the parent ONLY via SetParentLink, asserts parent_id
  column stays NULL, asserts suppression still works. Regression
  guard against routing the filter back through the dead column.

The existing 4 suppression tests still pass against the corrected
mechanism (they now exercise SetParentLink under the hood).
Cross-workspace path remains untouched — item_links is workspace-
scoped same as parent_id was, so the doc comment on
GetCrossWorkspaceBacklinks stays valid.

Refs IDEA-1601.

* fix(backlinks): consult items.parent_id alongside item_links for suppression (Codex P2)

Codex review of the prior commit raised a P2: ItemCreate.ParentID
and ItemUpdate.ParentID still write to items.parent_id directly
without creating an item_links row (handlers_items.go only calls
SetParentLink for the `parent` field path, not for direct
ParentID JSON). The HTTP/CLI path is unaffected — empirically
zero items in production have parent_id set — but a direct
store-API caller (test, future import path, or any code that
bypasses the handler) could leave the suppression invisible
to one of the two storage shapes.

Belt-and-suspenders: the relClause now AND's two pairs of
predicates so suppression triggers whichever shape the parent
relationship lives in.

- Children-suppression: NOT EXISTS item_links AND items.parent_id
  comparison
- Parent-suppression: NOT EXISTS item_links AND a correlated
  subquery against items (NOT EXISTS items t WHERE t.id = ?
  AND t.parent_id = s.id) so we don't have to plumb target's
  parent_id through

New regression test (TestWikiLinks_SuppressionFallsBackToItemsParentIDColumn)
exercises the column-only path: CreateItem with ParentID, NO
SetParentLink, asserts items.parent_id IS set and item_links is
empty, then asserts suppression still works in both directions.

CountBacklinks updated identically to stay in lockstep with
GetBacklinks pagination math.

* fix(backlinks): suppression must cover childLinkTypes ('parent' AND 'implements') (Codex round 2)

Codex round 2 caught: the Child Items panel and GetChildItems
both inflate `childLinkTypes = {"parent", "implements"}` (see
items.go:18). My filter only suppressed link_type='parent'. An
'implements' child therefore still appeared in Mentioned in
even though it was visually duplicated in the Children section
above.

Use childLinkTypeSQL() in both NOT EXISTS subqueries (children
direction and parent direction) so the filter stays in lockstep
with the canonical inclusion rule. If a future link type is
added to childLinkTypes, the suppression picks it up automatically.

New regression test
TestWikiLinks_SuppressionCoversImplementsChildLinkType wires a
child via CreateItemLink(link_type=implements) and asserts the
mention is suppressed — pins the lockstep with childLinkTypes.

This was the actual mechanism for the original fhir-core/TASK-397
report: TASK-441 et al. carry "**Implements:** [[TASK-397]]" in
their bodies AND are linked as 'parent' (Pad uses 'parent' for the
explicit hierarchy in that workspace), but a sibling case where
only 'implements' was set would have leaked through round 1's fix.
2026-05-24 21:27:38 -04:00
xarmian 4aff8c70a0 feat(backlinks): suppress parent↔child mentions from "Mentioned in" panel (TASK-1607) (#625)
On a parent's page (typically a PLAN with many child TASKs), the
"Mentioned in" panel was dominated by child tasks that wiki-link
back to their parent. Those children are already listed in the
Children section directly above the panel, so the same items
appeared twice on screen and buried genuine cross-references
(sibling plans, retro docs, etc.). Symmetric problem on a child's
page: the parent shows up in "Mentioned in" even though it's
already in the "Parent: …" header.

Suppression is server-side in two parts, modeled on the existing
self-link filter in GetBacklinks (s.id != targetItemID):

1. Children-suppression — always-on. Source rows where
   s.parent_id = targetItemID are dropped. Uses the existing
   targetItemID parameter; no API change. NULL-safe form so
   orphan items still surface (raw `s.parent_id != ?` would
   silently drop NULL parent_id rows under SQL three-valued logic).

2. Parent-suppression — opt-in. New TargetParentID *string field
   on BacklinksVisibility (zero value = nil = no parent
   suppression, keeping the ~50 existing test callsites valid).
   When set, the source row whose id == TargetParentID is dropped.
   The handler passes item.ParentID from the resolved target.

Both apply to CountBacklinks identically so the
handlers_backlinks.go same-ws/cross-ws pagination math
(which depends on count-vs-fetch agreeing) stays correct.
GetCrossWorkspaceBacklinks is unaffected — parent_id is
workspace-scoped, so a cross-ws source can't be the target's
parent or child by construction. Doc comment added noting this.

Tests:
- ChildMentionOfParentSuppressed: headline case
- ParentMentionOnChildPageSuppressed: symmetric case with/without
  TargetParentID
- SiblingMentionsNotSuppressed: control — siblings of a shared
  parent that wiki-link each other still surface
- OrphanBacklinksUnaffected: regression for the NULL-safe form
- PaginationStableAfterSuppression: page 1 + page 2 hit all
  filtered rows exactly once with no duplicates

Promoted from IDEA-1601. Follow-up to [[PLAN-1593]] (which
shipped the original wiki-link backlinks reverse index).
2026-05-24 20:52:11 -04:00
xarmian c1c9f2ef97 fix(share): guard nil grants/share-link slices to prevent ShareDialog TypeError (BUG-1598) (#624)
The Share dialog threw "Cannot read properties of null (reading 'length')"
on any item/collection with zero grants. Store.ListCollectionGrants /
ListItemGrants return a nil slice when there are no rows, which writeJSON
encoded as JSON null; the client then hit grants.length on null.

Server: nil-to-[]{} guard in handleListCollectionGrants and
handleListItemGrants, mirroring the existing pattern in
handlers_share_links.go.

Client: defensive ?? [] in ShareDialog.svelte's loadGrants and
loadShareLinks so a null body can't reach .length checks.
2026-05-24 16:12:38 -04:00
xarmian 905876af04 feat(backlinks): cross-workspace wiki-links + request-independent ACL (Phase 2b) (#622)
* feat(backlinks): cross-workspace wiki-links + request-independent ACL (Phase 2b)

Phase 2b of PLAN-1593 (TASK-1597). Completes the wiki-link reverse
index by indexing and surfacing `[[workspace::REF]]` cross-workspace
references. Builds on Phase 2a's title work (PR #621). Phase 3
(TASK-1596) owns the UI/MCP/CLI rendering changes.

What changed

- internal/store/backlinks_visibility.go (new): request-independent
  ACL helper `Store.ResolveBacklinksVisibility(userID, workspaceID,
  includeDeletedItems)`. Mirrors the role-determination + collection-
  merge logic from server.guestResourceFilterCore but doesn't depend
  on a request context, so cross-ws traversal can compute per-source-
  workspace ACLs without a `workspaceRole(r)` lookup. The Codex
  planning-round review caught the prior plan reusing the request-
  scoped helper as a hidden architectural cost; this is the resolution.

- internal/server/server.go: guestResourceFilterCore refactored to
  delegate to the new store helper. Keeps the request-scoped wrapper
  signature stable for all existing handler call sites; only the
  internals move.

- internal/links/extract.go: lift the Phase-2a workspace_ref emit
  gate. WikiLinkKindWorkspaceRef now flows through ExtractWikiLinks
  alongside ref and title kinds. parseBody recognition was already
  in place from earlier rounds.

- internal/store/wiki_links.go: WikiLinkKindWorkspaceRef branch in
  replaceWikiLinks stores (target_workspace_id, target_ref) verbatim,
  resolving the slug→ID via new resolveWorkspaceSlugTx (with per-call
  cache so repeated `[[ws::X]]` in one body don't re-query). Unknown
  slugs persist with target_workspace_id=NULL — broken-link
  semantics, identical to existing ref/title patterns.

- internal/store/wiki_links.go: new `Store.GetCrossWorkspaceBacklinks`
  enumerates accessible workspaces via Store.GetUserWorkspaces (which
  includes guest-only access — broader than membership query), then
  per-workspace computes visibility via ResolveBacklinksVisibility and
  runs the SQL backlinks query with the per-ws (FullCollectionIDs,
  GrantedItemIDs) predicate inline. Results sorted by updated_at DESC
  in Go, paginated globally. Per-workspace safety cap (offset+limit)
  prevents one workspace from dominating the global slice.

- internal/store/wiki_links.go: new `Store.CountBacklinks` for same-ws
  pagination boundary detection. Needed so the handler knows where
  the cross-ws tier begins for pages 2+.

- internal/models/backlink.go: new `SourceWorkspaceSlug string`
  (omitempty) field. Populated only by cross-ws rows; same-ws rows
  leave it empty so the existing wire shape is preserved.

- internal/server/handlers_backlinks.go: union pagination across
  same-ws and cross-ws tiers. Same-ws first (matches the renderer's
  UI mental model — your own workspace's links at the top of the
  panel). Count-based slice math handles pages 2+ correctly when
  same-ws is exhausted.

Tests

- internal/links/extract_test.go: workspace_ref forms emit correctly
  (bare, display alias, mixed case, invalid-slug fallback to title).
- internal/store/wiki_links_xws_test.go (new): six cross-ws scenarios
  plus a role-matrix test:
  - end-to-end cross-ws index + query
  - non-member sees nothing
  - guest with collection grant sees only that collection
  - guest with item grant sees only the granted item
  - unknown workspace slug → broken row, no query results
  - same-ws rows leave SourceWorkspaceSlug empty
  - ResolveBacklinksVisibility role matrix (admin/full member/guest
    with grants/non-member non-grant)

Out of scope (Phase 3 / TASK-1596)

UI rendering of cross-ws backlinks (workspace badge + workspace-
prefixed ref), MCP `pad_item.action: backlinks` cross-ws fields,
CLI display tweaks.

PLAN-1593 / TASK-1597.

* fix(backlinks): admin enumeration + cross-prefix ref fallback + unbounded perWsCap (Codex round 1)

Three P2 findings from Codex round 1 against PR #622:

Finding 1 — admin users miss cross-ws backlinks. `GetUserWorkspaces`
returns only memberships + grant-only guest workspaces, but
RequireWorkspaceAccess (middleware_auth.go:481) gives admins
implicit access to every workspace. An admin querying for backlinks
would silently miss links from workspaces they're not explicitly a
member of.

Fix: in GetCrossWorkspaceBacklinks, branch on user.Role:
  - admin → s.ListWorkspaces() (every non-deleted workspace)
  - non-admin → s.GetUserWorkspaces (memberships + grants)
Stale user IDs return empty result rather than erroring.

Finding 2 — cross-ws ref matching doesn't handle cross-prefix moves.
Same-ws is immune because target_item_id is resolved at parse time
and survives renames/moves; cross-ws resolves at query time, so a
`[[other-ws::OLD-42]]` row written before the target moved from
OLD→NEW collection wouldn't match a query under the NEW ref.

Fix: in queryCrossWorkspaceBacklinksForWorkspace, dual ref-match
clause: exact `LOWER(wl.target_ref) = LOWER(?)` OR
`LOWER(wl.target_ref) LIKE LOWER('%-N')` where N is the item_number
from the target ref. Pad prefixes are alphanumeric with no internal
`-`, so trailing `-N` uniquely identifies the number suffix — no
false positives like "TASK-142" matching "%-42" (LIKE anchors to
the trailing literal).

Finding 3 — per-workspace cap of 1000 silently broke pagination
beyond offset>=1000. The 1000 ceiling was defensive paranoia; the
correct math is offset+limit per workspace (worst case all rows
come from one workspace and the global slice still needs that
many).

Fix: drop the 1000 ceiling. perWsCap = offset+limit unconditionally.
For runaway offsets the per-workspace transfer cost is proportional;
documented as a known characteristic (callers shouldn't be paging
past offset=10000 anyway).

Regression tests:
- TestWikiLinks_CrossWorkspaceAdminSeesAllWorkspaces: admin sees
  cross-ws backlink without being a workspace member.
- TestWikiLinks_CrossWorkspaceRefNumberFallback: move target to new
  collection, query under new ref, old-ref-stored row still surfaces.

PLAN-1593 / TASK-1597.

* fix(backlinks): honor OAuth/MCP token workspace allow-list (Codex round 2)

Codex round 2 P1: cross-workspace backlinks bypassed the OAuth/MCP
token's workspace allow-list (TASK-952). A token consented for
workspace A but with the underlying user having access to B would
still surface source rows from B via the cross-ws query — leaking
data outside the token's consent scope.

Fix: thread `allowedWorkspaceSlugs []string` through
GetCrossWorkspaceBacklinks. Handler populates it from
TokenAllowedWorkspacesFromContext(r.Context()):

  - nil → no token gate (PAT or pre-TASK-952 token, allow all)
  - "*" wildcard → allow all
  - explicit list → strict slug membership

Workspace enumeration skips any source workspace whose slug isn't
in the allowlist. The same-ws path is unchanged because
RequireWorkspaceAccess already gated the target workspace against
the allow-list (so we only reach this handler when the target IS in
the list).

Regression test in wiki_links_xws_test.go covers four shapes: nil,
wildcard, target-only (blocks cross-ws), explicit source-workspace
(allows cross-ws).

PLAN-1593 / TASK-1597.

* fix(backlinks): normalize limit at handler boundary (Codex round 3)

Codex round 3 P2: the backlinks handler parsed ?limit=N but didn't
normalize it before computing the same-ws/cross-ws pagination
split. GetBacklinks and GetCrossWorkspaceBacklinks each clamp >300
internally, but the handler's 'remaining := limit - len(sameWs)'
used the original (potentially huge) value. With ?limit=301 and
more than 50 same-ws backlinks, the first page would mix cross-ws
in before same-ws was exhausted, violating the documented tier
order.

Fix: clamp 'limit' to <=300 at the handler boundary, before any
pagination math runs.

PLAN-1593 / TASK-1597.

* fix(backlinks): normalize same-workspace [[ws::REF]] to ref-kind (Codex round 4)

Codex round 4 P2: `[[<current-ws>::TASK-1]]` was being indexed as a
workspace_ref row with target_workspace_id = current workspace. But
the same-ws GetBacklinks query requires target_item_id (workspace_ref
rows leave it NULL), AND GetCrossWorkspaceBacklinks explicitly skips
the target workspace — so the link rendered and navigated correctly
in the UI but no backlink ever surfaced.

The renderer's L307 short-circuits same-workspace fully-qualified
form to behave identically to `[[REF]]`; the index must follow.

Fix: in replaceWikiLinks, normalize a workspace_ref link to ref-kind
when its slug resolves to the current workspace. The promotion
canonicalizes the ref (via new links.CanonicalizeRef exported alias)
so `[[ws::task-5]]` stores the same canonical shape as `[[TASK-5]]`.

Tests:
- TestWikiLinks_CrossWorkspaceSameWorkspaceQualifiedNormalized:
  same-ws fully-qualified `[[ws::REF]]` surfaces in same-ws backlinks
  and is absent from cross-ws backlinks.

PLAN-1593 / TASK-1597.

* fix(backlinks): same-ws qualified ref miss doesn't title-fallback (Codex round 5)

Codex round 5 P2: my round-4 normalization was too aggressive. It
promoted `[[<current-ws>::REF]]` to ref-kind and let the regular
ref branch handle it — including the title-fallback path that
runs on ref miss.

But the renderer's same-ws qualified branch (markdown.ts:472-481)
does NOT title-fallback: a ref miss in that path returns the
wiki-link verbatim (broken). Only the bare `[[REF]]` path
(markdown.ts:513) falls through to title lookup.

So my normalization could create ghost backlinks for source bodies
like `[[ws::ISO-9001]]` when an item titled "ISO-9001" exists but
no ISO collection — the renderer renders broken text, but the
index would point at the title-matching item.

Fix: handle same-ws qualified refs inline at the top of the loop,
BEFORE the switch dispatches. Insert as ref-kind row (resolved or
NULL) and `continue` past the switch. Bypasses the title-fallback
path entirely, mirroring the renderer's behavior.

Regression test in wiki_links_xws_test.go pairs same-ws qualified
miss (must NOT title-fallback) with bare ref miss (SHOULD
title-fallback) to lock the asymmetry in.

PLAN-1593 / TASK-1597.
2026-05-24 13:27:40 -04:00
xarmian 8e7d4040fd feat(backlinks): server-side reverse index for [[...]] (Phase 1) (#620)
* feat(backlinks): server-side reverse index for [[...]] wiki-links (Phase 1)

First phase of PLAN-1593. Today [[REF]] is parsed only at render time
on the client and there's no way to ask "who links to TASK-5?" without
a full-text scan. This change adds a materialized reverse index
(item_wiki_links) that's written every time an item's content changes
and exposes it via REST + CLI.

Phase 1 covers ref-form links only (`[[TASK-5]]` / `[[TASK-5|Display]]`).
Phase 2 (TASK-1595) will extend to titles + cross-workspace; Phase 3
(TASK-1596) adds the web UI panel + MCP action.

What lands here:

* Migrations 061 (SQLite) and 040 (Postgres) create item_wiki_links
  with partial indexes on target_item_id, (target_workspace_id, target_ref),
  and target_title — the schema accommodates all 5 wiki-link forms
  up-front so Phase 2 doesn't ALTER.

* internal/links/extract.go is the canonical parser. It strips fenced
  and inline code regions before extracting [[...]] occurrences, so
  example refs in docs / code blocks don't pollute the index. Phase 1
  emits only WikiLinkKindRef rows; title and workspace_ref kinds parse
  successfully but are gated out until Phase 2.

* internal/store/wiki_links.go (replaceWikiLinks + GetBacklinks +
  helpers) handles write-time bookkeeping and the read query. Resolution
  to target_item_id happens at parse time inside the same transaction
  as the items INSERT/UPDATE, so partial state never lands. Broken refs
  (target_item_id IS NULL) intentionally persist — they feed a future
  broken-links report.

* internal/store/wiki_links_backfill.go + cmd/pad/main.go hook the
  idempotent backfill into server startup. Existing items get indexed
  on first boot after the migration; subsequent boots are near-no-ops
  via an EXISTS short-circuit.

* internal/store/items.go is amended in two places: tryCreateItem
  always calls replaceWikiLinks (empty content → no-op DELETE), and
  UpdateItemWithPreCheck re-parses whenever input.Content was supplied.

* internal/server/handlers_backlinks.go serves
  `GET /api/v1/workspaces/{ws}/items/{itemSlug}/backlinks` with
  visibility + guest-grant filtering on the source items.

* internal/cli/client.go adds GetBacklinks; cmd/pad/main.go adds the
  `pad item backlinks <ref>` command (registered in groups.go).

Behavior decisions (per PLAN-1593):
- code blocks excluded (fenced + inline)
- self-links filtered at query time (kept in storage)
- repeated mentions stored as separate rows by position
- ordering: source updated_at DESC, position ASC

Tests:
- internal/links/extract_test.go: 26 sub-cases covering ref/title/
  workspace-ref discrimination, code-block exclusion (fenced + inline +
  unclosed fence), position-is-byte-offset (UTF-8 safety), and edge
  inputs.
- internal/store/wiki_links_test.go: 8 integration tests covering the
  create/update/delete/self-link/broken-ref/repeated/code-block
  scenarios plus backfill idempotence.

All pass. `make check` clean (lint + go test + web build).

Refs: TASK-1594, PLAN-1593, IDEA-1577

* fix(backlinks): visibility-aware pagination + case-insensitive refs per Codex review (round 1)

Two fixes from Codex code review:

P1 — GetBacklinks now takes a visibleCollectionIDs []string argument
that's applied INSIDE the SQL WHERE clause. Previously the handler
fetched LIMIT raw rows and filtered visible ones in Go, so a
restricted user asking for limit=50 could receive an empty page even
when later visible backlinks existed. Pushing visibility into SQL
makes LIMIT/OFFSET count visible rows.

  nil  → no restriction (owners, editors, root tokens)
  []   → see nothing (returns early, no SQL)
  [..] → AND s.collection_id IN (?, ?, ...)

Item-level guest grants still apply post-fetch — they're rare enough
that the residual page shrink is acceptable and pushing them into SQL
would balloon the query.

P2 — refPattern now accepts mixed/lowercase refs and parseBody
canonicalizes the prefix to uppercase at the single chokepoint.
Previously the renderer accepted `[[task-5]]` as a real link (its
REF_PATTERN is case-insensitive) but the indexer's ^[A-Z]... pattern
silently dropped it — divergent parsing on the same input. Storage
shape is canonical uppercase so the (workspace, prefix, number)
lookup against collections.prefix (also uppercase) has one shape.

New helper: canonicalizeRef("task-5") → "TASK-5".

Regressions:

  internal/links/extract_test.go
    + TestCanonicalizeRef                 — helper unit tests
    + TestExtractWikiLinks_RefVsTitleFallback updated to assert
      mixed/lowercase parses-as-ref-and-uppercases
    + edge-case test renamed from "lowercase ref" to "number-led
      not a ref" (lowercase IS a ref now per Codex P2)

  internal/store/wiki_links_test.go
    + TestWikiLinks_MixedCaseRefIndexed   — `[[task-5]]` produces a
      backlink row whose target_ref is "TASK-5"
    + TestWikiLinks_VisibilityAwarePagination — three sub-cases:
      nil → all 3, visible-only limit=2 → 2 visible rows (not 1 with
      hidden one consuming a slot), empty → 0

All call sites updated (8 in tests + 1 in handler).

`make check` clean (lint + tests + web build).

Refs: TASK-1594, PLAN-1593

* fix(backlinks): SQL-level item-grant filter per Codex review (round 2)

Round 1 fixed pagination for collection-level visibility but Codex
round 2 correctly flagged the same class of bug at the item-grant
layer: `visibleCollectionIDs` returns the UNION (full grants ∪
collections containing granted items), and the handler then
filtered each row's item-level visibility in Go AFTER fetching —
letting hidden rows in a granted-item's collection consume LIMIT
slots.

The refactor moves the precise predicate into SQL. New shape:

  type BacklinksVisibility struct {
      Unrestricted      bool      // admin / full-access member
      FullCollectionIDs []string  // direct collection grants
      GrantedItemIDs    []string  // item-level grants
  }

  // SQL predicate when Unrestricted=false:
  //   AND (s.collection_id IN (?...)  OR  s.id IN (?...))

This matches `guestResourceFilter` (which returns the precise
primitives), so the handler now passes them straight through and
drops the post-fetch filter loop entirely. Pagination is correct
for guests, restricted members, and unrestricted users alike.

New test:

  TestWikiLinks_ItemGrantPagination — guest with item-grant on ONE
  item in an otherwise-hidden collection sees exactly that one item;
  hidden siblings in the same collection do NOT leak in, and limit=2
  returns 1 row (not silently shrunken).

Other call sites updated:
- TestWikiLinks_VisibilityAwarePagination → uses
  BacklinksVisibility{FullCollectionIDs: ...} and
  BacklinksVisibility{} for the no-access case.
- 8 existing tests → BacklinksVisibility{Unrestricted: true}.
- handlers_backlinks.go → no longer calls visibleCollectionIDs;
  uses guestResourceFilter exclusively and skips the Go-side filter.

Verification:
- make check clean
- All TestWikiLinks_* pass

Refs: TASK-1594, PLAN-1593

* fix(backlinks): scan EXISTS into bool not int for Postgres parity (Codex round 3)

`SELECT EXISTS(...)` returns boolean on Postgres but integer 0/1 on
SQLite. Scanning into `int` happened to work on SQLite (the modernc.org
driver coerces) but would fail on Postgres — silently disabling the
backfill short-circuit there and meaning upgraded Postgres installs
wouldn't populate backlinks for pre-existing content until each item
got edited.

Fix: scan into bool. Both database/sql drivers in use (modernc.org/
sqlite and lib/pq) coerce their native representation into Go's bool,
so this single shape works on both engines.

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): allow CommonMark 0-3 space indented fences per Codex (round 5)

Round 5 flagged two edge cases in the code-stripping pass:

1. Multi-backtick inline code (``see [[X]]``) — traced through the
   parser; my permissive close-on-next-backtick logic already covers
   it correctly (range = [opener-start, after-closer-run]). Added
   a regression test to lock this in:
     TestExtractWikiLinks_CodeBlocksExcluded /
       "multi-backtick inline code excludes ref"

2. Indented fenced blocks — CommonMark allows 0-3 leading spaces of
   indentation before a fence opener (4+ spaces makes it an indented
   code block, a different construct). My fencedCodeRanges only
   matched fences at column 0, so `   ```\n[[X]]\n```` ` would
   render as code in the UI but leak a false backlink. Fixed both
   fencedCodeRanges (opener) and findFenceCloser (closer) to skip
   up to 3 leading spaces, with a hard cap at 4 (which would be
   indented-code, not a fence). Regression test:
     TestExtractWikiLinks_CodeBlocksExcluded /
       "indented fenced block (CommonMark 0-3 spaces)"

Not addressed:
- Round-4 escape-body parity finding. extract.go mirrors
  renderMarkdown's regex (web/src/lib/utils/markdown.ts:300), which
  is the actual render-time link parser; wikiLinksToMarkdown's more
  permissive escape grammar is editor-serializer-side and the
  renderer can't even consume its escaped output. Indexing what the
  user actually sees as a link is the correct invariant.

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): tilde fences + strict closer lines per Codex (round 6)

Two CommonMark conformance gaps in the code-block stripping pass:

1. Tilde-fenced code blocks (~~~) were ignored. marked() treats them
   the same as backtick fences, so a [[REF]] inside a tilde block
   would render as code in the UI but leak as a false backlink.
   Fixed by parameterizing fenceChar across fencedCodeRanges and
   findFenceCloser, with separate handling for the backtick-specific
   "no backtick in info string" rule (CommonMark §4.5).

2. Closer-line strictness — CommonMark requires the closing fence
   line to contain only the fence + optional trailing spaces. The
   previous accept-any-fence-prefixed-line check would terminate
   a still-open fence prematurely on a line like ```not-closed,
   leaking later refs in the still-rendered code block.

Refs reside in 4 new sub-tests under TestExtractWikiLinks_CodeBlocksExcluded:
- tilde fence excludes refs inside
- tilde fence with language tag
- mixed fence types don't pair
- closer-line strictness — backticks plus other text is not a closer
- closer-line strictness — trailing spaces OK

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): inline code closer must match opener length per Codex (round 7)

CommonMark §6.1 requires an inline-code span opened with N backticks
to close on a run of EXACTLY N backticks. The previous "close on next
backtick run of any length" logic would prematurely end the excluded
range on a stray single backtick inside a ``...`` span, leaking any
[[REF]] in the latter half of the code text as a false backlink.

Concrete failure case:
  ``has ` inside [[X-1]] and more``
  → old: range [0, 7], [[X-1]] indexed (bug)
  → new: range [0, end-of-closer], [[X-1]] excluded (correct)

Fix: track the opener-run length and scan only for matching-length
closer runs. Wrong-length runs in between are code text.

Two new regression sub-cases under TestExtractWikiLinks_CodeBlocksExcluded:
- inline code closer matches opener length — the main case
- single-backtick span unaffected by adjacent multi-backtick run —
  asserts the opposite direction (opener=1 doesn't close on ``)

Not addressed:
- Re-flagged round-4/round-7 escape-body parity finding. extract.go
  intentionally mirrors renderMarkdown's regex (markdown.ts:300), not
  wikiLinksToMarkdown's more permissive escape grammar (markdown.ts:461).
  renderMarkdown is the actual link parser at display time; its regex
  rejects escaped-`]` bodies, so any link with an escaped `]` in its
  body is NOT shown as a clickable link in the UI. Indexing it would
  produce phantom backlinks the user can't see. The wikiLinksToMarkdown
  permissive grammar is paranoid serialization that the renderer can't
  consume — that's a pre-existing inconsistency in the editor pipeline,
  not a backlinks bug.

make check clean (lint + tests + web build).

Refs: TASK-1594, PLAN-1593

* fix(backlinks): rune-align snippet end-edge to keep UTF-8 valid (Codex round 8)

The previous snippetAround() trimmed `start` to a rune boundary (so
the leading edge of the snippet was always at a valid codepoint) but
left `end` as a raw +40-byte clamp. When that landed in the middle of
a multi-byte rune — common around emoji or accented text — the
resulting slice was invalid UTF-8 and the JSON encoder would emit
replacement characters in backlink snippets.

Fix: same forward-advance pattern at the end as at the start.
Continuation bytes (10xxxxxx) get skipped until we land on a leading
byte. Going forward keeps the snippet anchored slightly past the
match rather than slightly before it, which is a small UX win
(emoji or accented text right after the link survives intact).

Regression test:
  TestWikiLinks_SnippetIsValidUTF8 — pads body with enough 4-byte
  emoji on each side that the ±40-byte window cuts through one;
  asserts utf8.ValidString on the resulting snippet.

make check clean (lint + tests + web build).

Refs: TASK-1594, PLAN-1593

* fix(backlinks): inline code spans cross newlines, break on blank lines (Codex round 9)

CommonMark §6.1: an inline-code span can cross single newlines but
terminates at a blank line (a line containing no chars or only
whitespace, which ends the enclosing paragraph). My previous scanner
broke at every newline, so multi-line spans like

    `pre
    [[INSIDE-1]]
    post`

would treat the opener as unclosed and leak [[INSIDE-1]] as a false
backlink. Fixed by:

  1. The newline branch in the closer scan now peeks ahead via the
     new isBlankLineAt() helper. Same-paragraph newlines are
     traversed; blank-line breaks terminate the span unmatched.
  2. isBlankLineAt() treats any line with only space/tab as blank
     (mirroring CommonMark's blank-line definition).

Three new regression sub-cases under TestExtractWikiLinks_CodeBlocksExcluded:
  - inline code spans single newline (CommonMark §6.1)
  - inline code breaks at blank line (paragraph boundary)
  - inline code breaks at whitespace-only blank line

Trade-off: a truly-unclosed inline backtick now consumes from the
opener up to the next blank line instead of just the rest of the
line. False-positive on wiki-links in that span, but the surface
area is small (unclosed backticks are rare in published prose) and
matches the renderer's behavior.

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): accept escaped wiki-link bodies per editor grammar (Codex round 10)

After 3 rounds of disagreement, capitulating on the escape-body parity
finding. My position was technically correct for the CURRENT
renderMarkdown behavior (which uses [^\]]+ and can't parse escaped-
bracket bodies), but the editor's wikiLinksToMarkdown grammar at
markdown.ts:461 explicitly produces such bodies — making the
renderer's regex the inconsistent half of the pipeline, not mine.

Mirroring the editor's grammar in the extractor makes the index
forward-compatible: when the renderer eventually gets fixed, no
change here is needed. The cost is a few "phantom" rows in the
interim (indexed links the renderer doesn't currently display as
clickable), but those are harmless and aligned with author intent.

Changes:
- wikiLinkPattern now uses `\[\[((?:\\.|[^\]\\])+)\]\]` — mirrors
  markdown.ts:461 verbatim.
- New splitOnUnescapedPipe() helper — scans for the first `|`
  that isn't preceded by `\`. Mirrors splitWikiBody at
  markdown.ts:664.
- New unescapeWikiBody() helper — undoes `\]`, `\|`, `\\` escapes
  in display text and key. Mirrors unescapeWikiBody at markdown.ts:657.
- parseBody() now uses both helpers — split on unescaped `|`,
  unescape both sides.

Regression coverage:
- TestExtractWikiLinks_EscapedBodyChars (5 sub-cases): escaped `]`,
  escaped `|`, escaped `\`, non-escape backslash passes through,
  Position still points at opening `[[` despite escapes.
- TestSplitOnUnescapedPipe + TestUnescapeWikiBody: direct unit
  tests for the helpers (round-trip safety vs the editor's
  escape/unescape pair).

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): preserve display text verbatim per Codex round 11 P3

The previous parseBody trimmed the display side of [[X|Display]] but
the WikiLinkRef.Display contract promises verbatim storage and the
renderer at markdown.ts doesn't trim either. Trimming would silently
diverge on padded display text like [[TASK-1|  spaces  ]] (renderer
keeps the spaces, extractor stripped them).

Fix: drop TrimSpace from the suffix half of the split. Keep trimming
the key/ref side because refPattern is anchored — a leading or
trailing space in the key would force the body to fall through to
the title kind even though the renderer resolves it as a ref.

Regression test:
  TestExtractWikiLinks_EscapedBodyChars / "display text preserved
  verbatim (no TrimSpace)"

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): distinguish empty display override from no-pipe per Codex round 12

[[REF|]] (explicit empty display) and [[REF]] (no display) are distinct
shapes in the editor: splitWikiBody returns displayOverride="" for the
former, null for the latter, and the renderer uses `displayOverride ??
title` (nullish coalescing, NOT empty-string fallback) so "" is
preserved. The previous extractor collapsed both into display_text=NULL,
violating verbatim-display preservation for the empty-string edge case.

Fix:
- WikiLinkRef gains a HasDisplay bool. parseBody sets HasDisplay=true
  iff splitOnUnescapedPipe found a pipe; downstream uses HasDisplay
  (not Display!="") to decide whether to persist the override.
- replaceWikiLinks in store: NullString.Valid is keyed off HasDisplay.
  display_text='' for explicit empty, NULL for no override.

Regression coverage:
- internal/links/extract_test.go:
    "explicit empty display override is distinguished from no pipe"
- internal/store/wiki_links_test.go:
    TestWikiLinks_EmptyDisplayDistinct (two-source assert: NOT NULL
    for [[REF|]], NULL for [[REF]])

make check clean.

Refs: TASK-1594, PLAN-1593

* fix(backlinks): pointer-typed DisplayText to preserve empty distinction over JSON (Codex round 13)

Round 12 added HasDisplay on the parser side and made the store
preserve display_text='' vs NULL on the DB row, but the wire model
collapsed the distinction at JSON-serialization time:

    DisplayText string `json:"display_text,omitempty"`

`omitempty` drops empty strings, so [[REF|]] (empty override) and
[[REF]] (no override) serialized identically on the API and CLI JSON
output. The end-to-end goal of round 12 wasn't reached.

Fix: change DisplayText to *string. nil → no override (field omitted
from JSON via omitempty), pointer to "" → explicit empty override
(field present with empty value). The store's NullString.Valid drives
the assignment, so the SQL round-trip matches the JSON shape.

Knock-on: the CLI's `pad item backlinks` now dereferences the pointer
and prints both populated and empty overrides ("displayed as: ").

Regression coverage:
- TestWikiLinks_EmptyDisplayDistinct extended to assert
  withBL.DisplayText is non-nil-pointing-at-"" and noBL.DisplayText
  is nil after a GetBacklinks round-trip.

make check clean.

Refs: TASK-1594, PLAN-1593
2026-05-23 23:09:44 -04:00
xarmian de1beb47a9 feat(cli): pad library get + list --full + server-side category filter (TASK-1562) (#613)
CLI layer for PLAN-1560 (`pad_library` MCP tool + matching CLI surface).
Wires the HTTP work landed in TASK-1561 through to the `pad library`
subcommands.

## `pad library list` changes

- `--category` is now a server-side filter (the old client-side
  display-only skip-loop is dead and removed).
- New `--full` flag. Default JSON output for playbooks now returns the
  `summary` field (first non-heading paragraph, ~240 char cap) instead
  of the full `content`; `--full` opts back into full bodies for
  callers that want to pipe everything.
- Table output gains a summary hint line under each playbook and a
  `/pad <slug>` chip when an invocation slug is declared, so the
  library becomes self-documenting as a discovery surface.
- `--type` now validates explicitly instead of silently producing an
  empty list for unknown values.

## NEW `pad library get <title>`

Calls `GET /api/v1/library/entry?title=X` and renders either a
conventions card (title, category, trigger, surfaces, enforcement,
commands, body) or a playbooks card (title, category, trigger, scope,
invocation slug, argument count, body). Conventions-first precedence
matches `pad library activate`.

JSON output returns the full envelope.

404 errors return a clean `not found in library: "<title>"` message
with exit code 1.

## CLI client

- `GetConventionLibrary(category)` — pass category as a server-side
  query param.
- `GetPlaybookLibrary(category, summary)` — same plus the summary
  toggle; `summary=true` strips Content and returns Summary instead.
- NEW `GetLibraryEntry(title)` returning `*LibraryEntryResponse`.
- `LibraryPlaybook` gained an omitempty `Summary` field so a single
  type round-trips both the legacy and summary shapes.

## Drive-by

Switched `/library/entry` 400/404 from a flat `{error: "..."}` body to
the canonical `writeError(code, message)` envelope used by the rest of
the API. The CLI's `parseError` now hands back a typed `APIError` that
`pad library get` pattern-matches on `Code=="not_found"` for the clean
404 message. Updated `TestLibraryEntry_MissingTitle` and `_NotFound`
to assert the new envelope.

## Verification

go build / go vet / go test ./... all green. golangci-lint clean on
cmd/pad/..., internal/cli/..., internal/server/.... End-to-end smoke
tests via the installed binary confirmed: list summary mode, list
--full, list --category filter, get convention card, get playbook
envelope, get 404 exit-1, --type validation.

Parent: PLAN-1560. Unblocks TASK-1563 (MCP catalog wiring).
2026-05-21 16:59:57 -04:00
xarmian 2df6edeaab feat(server): library endpoints gain ?category, ?summary, /library/entry (TASK-1561) (#612)
Extends the convention + playbook library HTTP layer to support the shape
the upcoming `pad_library` MCP tool and the updated `pad library` CLI need:

- `GET /api/v1/convention-library?category=X` — server-side filter,
  case-sensitive exact match. Unknown categories return an empty slice,
  not 404.
- `GET /api/v1/playbook-library?category=X&summary=true` — same filter
  plus a new summary mode that strips Content and injects Summary
  (first non-heading paragraph, ~240 char cap). Web UI and existing
  consumers omit the flag and see the legacy full-body shape. Summary
  mode deep-copies category slices so a request never mutates the
  package-level library data — TestPlaybookLibrary_SummaryDoesNotMutate
  Global pins this.
- `GET /api/v1/library/entry?title=X` — NEW. Returns one matched entry
  in a `{type, convention|playbook}` envelope. Conventions-first
  precedence mirrors the dispatcher's `library activate` so a title
  resolves to the same kind in both surfaces. 400 on missing title,
  404 on no match.

Hoisted `playbookSummary` to `collections.PlaybookSummary` so the
bootstrap handler and the new library endpoints share one algorithm.
Bootstrap continues to call it for every playbook entry it returns.

Adds 12 handler tests + the existing bootstrap-summary test stays
green after the move. Lint clean on touched packages; `make check`
gate is blocked by a pre-existing gofmt issue in
internal/store/workspace_members.go captured as BUG-1565.

Parent: PLAN-1560. Unblocks TASK-1562 (CLI) and TASK-1563 (MCP catalog).
2026-05-21 13:08:02 -04:00
xarmian 8a85eca713 feat(web): admin user table — cheap aggregation columns (TASK-1548) (#603)
* feat(web): add cheap aggregation columns to admin user table (TASK-1548)

Surfaces the per-user aggregations T1544 added to GET /admin/users:

- Workspaces (numeric, after Role)
- Storage (used bytes, formatted via the existing formatStorageBytes
  helper — same units the storage-override field accepts)
- Last Write (relative time, color-coded by writeRecency: green <7d,
  yellow <30d, red ≥30d, gray italic when never)
- Status pill (replaces the standalone "disabled" badge; renders for
  disabled / no-workspace / inactive; suppressed for "active" to keep
  the table calm)

Implementation:

- AdminUser interface in admin.svelte.ts gains last_write_at,
  workspace_count, storage_bytes, status — matching the server-side
  JSON shape from T1544.

- writeRecency() helper in +page.svelte buckets the timestamp into a
  CSS class. Visual half of the API's status pill; same age windows.

- .num-cell utility: right-aligned, tabular-nums so digits line up
  across rows (workspace_count and storage cells share it).

- edit-row colspan updated to 9 (cloud_mode) / 8 (self-hosted) to span
  the new columns.

Frontend purely additive — no API changes, no Go changes. T1549 wires
up pagination + sort + filter; T1550-T1555 build the modal.

Part of PLAN-1542.

* fix: address Codex review on TASK-1548

1. handleAdminGetUser response now includes last_write_at, storage_bytes,
   and status — matching handleAdminListUsers' shape. Without these,
   the row-merge after PATCH (role change, disable, plan edit) kept
   stale values; e.g. disabling an active user wouldn't show the new
   "disabled" status pill until the full list reloaded.

   - Store.UserStorageUsage: new helper that sums attachments across
     all workspaces owned by the user. Mirrors WorkspaceStorageUsage's
     definition.
   - Store.ComputeAdminUserStatusValue: exported wrapper around the
     existing private helper so handler code can compute the pill
     value without round-tripping through SearchUsers.

2. writeRecency threshold: 30d is now "stale" (inclusive) rather than
   "cold". Matches server-side computeAdminUserStatus which only flips
   to "inactive" on > 30 days. Eliminates a 1-day boundary mismatch
   between the recency color and the status pill.

3. A11y: write-recency cell now carries aria-label with the bucket
   name ("Last write: 12d ago (stale)"), so screen-reader users get
   the same meaning the color conveys.
2026-05-20 18:10:25 -04:00
xarmian 48323e229e feat(admin): GET /admin/users/{id}/metrics windowed engagement metrics (TASK-1547) (#602)
Final backend task for PLAN-1542. Returns three engagement signals that
power the metric tiles on the admin user modal's Overview tab (T1553):

- days_since_write: derived from users.last_write_at (T1543). nil when
  the user has never had a write recorded.

- writes_7d: COUNT of write-class activities (created/updated/archived/
  restored/moved/commented) authored in the last 7 days.

- collections_touched_30d: COUNT(DISTINCT collection_id) of items the
  user has authored writes for in the last 30 days. Goes through
  activities.user_id (not items.last_modified_by, which is an attribution
  string — see T1543's architecture note).

api_requests_7d is intentionally NOT included; no per-request log exists.
Filed as a follow-up (IDEA-1556) that will add this as an additive,
non-breaking field once the request-log table lands.

Implementation:

- Store.GetUserMetrics in users.go runs three small queries: scalar
  SELECT for last_write_at, one COUNT(*) over activities, and a
  JOIN(activities, items) for the DISTINCT collection count. All
  three are index-backed (idx_activities_user from migration 022).

- No caching layer in this PR. The queries are cheap, and a per-user
  short cache fits more naturally at the handler boundary if needed —
  premature here.

- Handler handleAdminGetUserMetrics wired at GET /admin/users/{userID}/metrics.
  requireAdmin gate; 404 on missing user.

Tests: TestGetUserMetrics seeds a workspace with two collections, six
activities (five inside 7d, one ancient outside both windows), verifies
all three metrics. TestGetUserMetricsEmptyUser covers the no-activity
case (nil days_since_write, zero counts, no error).
2026-05-20 17:13:28 -04:00
xarmian a04e5217c6 feat(admin): GET /admin/users/{id}/activity paginated feed (TASK-1546) (#601)
* feat(admin): GET /admin/users/{id}/activity paginated feed (TASK-1546)

New endpoint returns activities originated by the user — item writes,
comments, account-level actions the user took themselves — in reverse-
chronological order with offset pagination.

Scope decision: feed shows activities where activities.user_id = userID
(events the user authored). Admin actions targeting this user as a
subject (role_changed where target_user_id is in metadata) are NOT
included; that "received" sub-feed needs a JSON predicate and is filed
as a follow-up. T1554 (modal Activity tab) consumes the current shape.

Implementation:

- Store.ListUserActivity mirrors the existing ListWorkspaceActivity /
  ListDocumentActivity helpers in activities.go. Same column projection,
  same LEFT JOIN users u for actor name. Hard cap at limit=50.

- Handler asks for limit+1 rows so it can flag "next_offset" without a
  separate COUNT query — trims the extra before responding. Returns
  next_offset=null when the page is the last.

- Route wired at GET /api/v1/admin/users/{userID}/activity. 404 on
  missing user; requireAdmin gate.

- Pagination is offset-based (matching the sibling endpoints) rather
  than cursor-based as the task body suggested. For per-user feeds the
  dataset is bounded and between-page drift is acceptable for an admin
  tool. Cursor can be added later if needed; the response shape is
  forward-compatible (next_offset → next_cursor would just rename).

Test: TestListUserActivity covers cross-user isolation, action filter,
offset pagination across pages without overlap, and the 50-row hard cap.

Part of PLAN-1542.

* fix: address Codex review on TASK-1546

Lift the store-side cap on ListUserActivity from 50 to 100. The handler
caps the public per-page at 50 and asks the store for limit+1 (51) to
flag "more available" without a separate COUNT. Previous store-side
cap of 50 silently truncated that probe, so next_offset would be null
even when row 51 existed — clients iterating at page-size=50 would stop
one page short of the actual end.

The HTTP layer remains the source of truth for the per-page maximum;
the inner cap is now just protection against pathological internal
callers. Regression test seeds 51 activities and verifies the store
returns all 51 when asked.
2026-05-20 17:07:57 -04:00
xarmian eff0824238 feat(admin): GET /admin/users/{id}/detail per-workspace breakdown (TASK-1545) (#600)
* feat(admin): GET /admin/users/{id}/detail per-workspace breakdown (TASK-1545)

New endpoint that returns the user vitals plus a per-workspace breakdown
enriched with the aggregations the admin user modal's Workspaces tab
needs: collections_count (excluding system collections — playbooks,
conventions, anything else is_system=1), items_open (status NOT IN a
hardcoded terminal set), items_total, members_count, storage_bytes
(matches WorkspaceStorageUsage's definition), and last_activity_at
(MAX items.updated_at across non-deleted items).

Implementation:

- Store.GetUserWorkspacesDetailed in workspace_members.go uses correlated
  subqueries rather than a wide JOIN+GROUP BY — a single user belongs to
  at most tens of workspaces in practice, so the readability wins over
  micro-optimizing. Caps at 50 rows (frontend caps at 20 in T1552).

- AdminUserWorkspaceDetail embeds the existing AdminUserWorkspace to keep
  the JSON shape backward-compatible with /workspaces consumers.

- adminOpenItemTerminalStatuses is a hardcoded list (done/completed/
  rejected/archived/implemented/cancelled). A schema-aware terminal_options
  check is a separate follow-up — flagged in the struct doc.

- Handler handleAdminGetUserDetail wired at GET /admin/users/{userID}/detail.
  Returns 404 on missing user; defensive []AdminUserWorkspaceDetail{}
  serialization so JSON consumers see [] rather than null.

Test: TestGetUserWorkspacesDetailed seeds a workspace with two user-facing
collections, one system collection, three items (two open, one terminal),
two members, and one attachment; verifies all six aggregations.

Part of PLAN-1542. T1552 (modal Workspaces tab) consumes this.

* fix: address Codex review on TASK-1545

Three real issues in the items_open count clause, all in the same SQL
fragment:

- Use s.dialect.JSONExtractText("i.fields", "status") instead of the
  SQLite-only JSON_EXTRACT(i.fields, '$.status'). The endpoint would
  have failed on Postgres deployments.

- Wrap the extracted value in LOWER(COALESCE(..., '')) so items with
  NULL/missing status fields still register as "open" (NULL NOT IN
  (...) is not TRUE in SQL, which would have undercounted), and so
  case-variant statuses match. Matches the interpretation used in
  search.go and items.go.

- Source the terminal list from models.DefaultTerminalStatuses rather
  than a private list — previous local list was missing 'resolved',
  'wontfix', 'fixed', 'disabled', 'deprecated' (overcounting open
  items in workspaces that use those statuses).

adminOpenItemsCountClause is now a Store method (was a package-level
fn) because it needs the dialect.
2026-05-20 17:00:57 -04:00
xarmian 0c5ec04fac feat(admin): extend user list with aggregations + sort/filter (TASK-1544) (#599)
* feat(admin): extend user list with aggregations + sort/filter (TASK-1544)

GET /admin/users now returns per-user workspace_count, storage_bytes,
last_write_at, and a computed status pill (disabled / no-workspace /
inactive / active, with documented precedence). Adds sort and filter
knobs so the table can scale beyond the existing fixed offset/limit.

Store layer:

- AdminUserSearchParams gains Role, Sort, Order, ActiveWithinDays,
  HasWorkspaces, Disabled. Pointer types where tri-state ("no filter"
  vs. "filter to false") matters.

- AdminUserListEntry wraps models.User with WorkspaceCount, StorageBytes,
  Status — returned in AdminUserSearchResult.Users.

- SearchUsers SQL rewritten: LEFT JOIN against grouped subqueries so
  one user owning N workspaces with M attachments each still produces
  exactly one row (no aggregation explosion). Both subqueries filter
  deleted_at IS NULL to match WorkspaceStorageUsage's existing
  definition. Allow-listed sort clause prevents injection.

- computeAdminUserStatus exported for unit tests; precedence locked in
  by TestComputeAdminUserStatus.

- TestSearchUsersAggregations covers workspace_count + storage_bytes +
  status across a three-user fixture and each new filter/sort knob.

Model + scanner:

- models.User gains LastWriteAt. userColumns + scanUser updated; the
  legacy callers (GetUser, ListUsers, etc.) inherit the new field for
  free via the shared scanner.

Handler:

- handleAdminListUsers accepts the new params: role, disabled,
  has_workspaces, active_within_days, sort, order. Tri-state bools
  only fire when the query param is present. Response now embeds
  workspace_count / storage_bytes / last_write_at / status.

Part of PLAN-1542. Frontend consumption lands in T1548 (cheap columns)
and T1549 (sort/filter UI).

* fix: address Codex review on TASK-1544

- Tri-state bool parsing in handler now uses strconv.ParseBool — accepts
  the canonical truthy/falsy variants ("True"/"TRUE"/"t"/"1" and the
  parallel falses), and silently ignores garbage values rather than
  treating them as false. Closes the "disabled=TRUE silently means
  enabled-only" surprise.

- SearchUsers count query no longer joins the storage aggregation when
  HasWorkspaces isn't an active filter. The page query still needs both
  joins (the row carries the data), but a typical "give me a count"
  call no longer scans every live attachment. The workspace_count join
  remains conditional on HasWorkspaces filtering.

Status threshold (>30d vs >=30d): the documented spec and impl both say
">30d" — no change.
2026-05-20 16:50:16 -04:00
xarmian 0a09c1dca7 feat(store): add users.last_write_at column + write-path hook (TASK-1543) (#598)
* feat(store): add users.last_write_at column + write-path hook (TASK-1543)

Engagement metrics need a "last write" signal distinct from last_active_at
(which is bumped on any authenticated request, so it includes reads). Adds:

- Migration 060: users.last_write_at + index. Backfills from activities
  table (the canonical record of who-did-what) using the action set
  that handlers_items.go / handlers_comments.go actually emit:
  created/updated/archived/restored/moved/commented.

- Store.TouchUserWrite(ctx, userID): mirrors TouchUserActivity. Same
  5-minute throttle to avoid write-amplification, silent no-op on
  empty userID so callers don't have to guard.

- Hook in logActivityWithMetaReturningID (handlers_documents.go) — every
  item-write action funnels through this single helper, so one TouchUserWrite
  call covers item create/update/archive/restore/move and comment authoring.

- Explicit hook in handlers_attachments.go after CreateAttachment, since
  uploads don't go through logActivity.

Test: TestTouchUserWrite covers empty-userID no-op, first-write set,
in-throttle suppression, and out-of-throttle advance.

Architecture note: items.last_modified_by / comments.created_by are
attribution strings ("user"/"agent"/"cli"), not user IDs. The user
identity lives in activities.user_id, populated at the handler layer
where currentUser is in scope. That's why the hook lives in handlers,
not the store layer — and why the backfill reads from activities.

Part of PLAN-1542 (admin user management enhancements).

* fix: address Codex review on TASK-1543

- Add Postgres migration 039 (pgmigrations counterpart to 060). Same
  ALTER + index + activities-backfill, using TEXT to match the existing
  last_active_at / disabled_at column types in pgmigrations/020-021.
  Without this, Postgres deployments silently no-op TouchUserWrite
  because the column doesn't exist (and the call's UPDATE error is
  swallowed by design).

- Hook TouchUserWrite in handleCreateCommentReply. The reply handler
  doesn't go through logActivity (no "commented" activity emitted for
  replies — verified by grep), so the activity-helper hook misses it.
  Explicit call after a successful CreateComment.
2026-05-20 16:39:23 -04:00
xarmian e27f805ffc feat(web): unify dashboard onboarding banners around needs_onboarding signal (TASK-1530) (#594)
IDEA-1516 Phase 3. The pre-IDEA-1516 design split workspace onboarding
guidance across two banners — OnboardingIdeaBanner (gated on the
retired IDEA-1 / BACK-1 / FEAT-1 seed-item pattern from PLAN-1496) and
OnboardingChecklist (gated on a totalItems === 0 heuristic that
predates the canonical needs_onboarding flag from TASK-1504). Both
fired competing CTAs on the same screen; neither read the canonical
signal.

Backend (internal/server/handlers_dashboard.go):
- Add `NeedsOnboarding bool json:"needs_onboarding"` to
  DashboardResponse, populated via the existing
  Store.WorkspaceHasUserCreatedItems EXISTS query (same predicate
  AgentBootstrap.NeedsOnboarding uses). Web reads it from the
  dashboard fetch the page already does — no second round-trip
  against the heavier bootstrap endpoint.

Frontend:
- Add `needs_onboarding: boolean` to TS DashboardResponse type
- Delete OnboardingIdeaBanner.svelte entirely (signal retired,
  no remaining consumers); the back-end onboarding_seed field
  stays for now per spec — separate cleanup
- Delete OnboardingChecklist.svelte; replace with
  OnboardingNudgeBanner.svelte — single message + "Connect agent →"
  CTA that opens the workspace's already-mounted
  ConnectWorkspaceModal. Dismissible, preserves the existing
  `pad-onboarding-dismissed-{wsSlug}` localStorage key so users who
  dismissed the old checklist don't get re-prompted
- Workspace +page.svelte: collapse the two banner blocks into one
  gated on `needsOnboarding && !onboardingDismissed`; reshow button
  follows the same signal. Drop the now-orphaned `.connect-card`
  CSS — its function is subsumed by the banner's CTA. Drop the
  unused OnboardingIdeaBanner / OnboardingChecklist imports and the
  `onboardingSeed` derived state

Smart-suppression deferred to a follow-up. The existing
api.workspaces.claimCode endpoint returns suppression info but
generates a real claim code as a side effect in the not-suppressed
case — calling it on every workspace page-load with needs_onboarding=true
is awkward. The CTA still opens the modal, which renders its own
suppression state correctly; users get the right experience with one
extra click on the rare suppressed case. A dedicated read-only
GET /workspaces/{ws}/connect-status endpoint is a separate piece
of work.
2026-05-19 13:17:57 -04:00
xarmian 8041b46e36 fix(sse): surface write errors and link keepalive to IdleTimeout (BUG-1532) (#590)
Two SSE-handler tidy-ups flagged during the BUG-1531 investigation.

1. writeSSEEvent now returns the underlying fmt.Fprintf error.
   Previously every event/keepalive write swallowed any error from
   the response writer — when the client TCP went away the handler
   kept looping, pulling events off the bus channel, and discarding
   them while waiting for the ctx.Done() cancellation to propagate.
   Now any write failure exits the handler immediately so the bus
   subscription is released and we stop fanning broadcast traffic
   into a dead socket. Marshal errors stay local (don't tear down a
   healthy stream over one un-marshalable payload).

   All five callsites + the keepalive Fprintf are updated to log at
   DEBUG (broken-pipe on client disconnect is normal traffic, not an
   error worth WARN-level noise) and return.

2. The 30s keepalive interval and the 120s IdleTimeout now live in
   named constants (sseKeepaliveInterval, httpIdleTimeout) with an
   init() guard that panics if `3 × keepalive >= IdleTimeout`. Used
   to be magic numbers in two files; bumping one without the other
   in lockstep silently created a window where idle SSE streams
   would get TCP-reset by the http.Server's idle deadline. The init
   guard fires at process start so a misconfigured constant is
   visible immediately, not three months from now when someone
   notices intermittent reconnect storms.

Three new tests pin the contracts:
- TestWriteSSEEvent_SurfacesWriteErrors
- TestWriteSSEEvent_MarshalErrorIsLocal
- TestSSEKeepaliveIdleTimeoutInvariant

Closes BUG-1532. Full ./internal/server suite passes (~78s).
2026-05-18 18:29:28 -04:00
xarmian b801867053 chore(web): npm audit fix — svelte 5.55.8, devalue 5.8.1, mermaid 11.15.0 (#589)
* chore(web): npm audit fix — patch-bump svelte, devalue, mermaid

Resolves three advisories surfaced by the Web CI job (and visible on
recent main commits before this):

- svelte:    5.55.5 → 5.55.8 (moderate × 4: SSR XSS via spread,
             hydratable Promise XSS, DOM clobbering, ReDoS in
             <svelte:element>)
- devalue:   5.6.x → 5.8.1   (high: DoS via sparse array deser)
- mermaid:   11.14 → 11.15.0 (moderate × 4: Gantt infinite-loop DoS,
             classDef CSS/HTML injection, config CSS injection)

All three are in-range patch bumps — package.json untouched, only the
lockfile changes. No major bumps, no API churn.

Tiptap deliberately untouched: @tiptap/core, @tiptap/extension-
collaboration, @tiptap/y-tiptap stay at 3.22.5 — the CLAUDE.md
lockstep rule (coordinated bumps + Y.Doc schema-version bump) only
applies when those three move together, and nothing here does.

Verified:
- npm audit: 0 vulnerabilities
- npm run check: 0 errors (existing 6 warnings unchanged)
- make build + make install: clean, server boots and serves the new
  bundle.

* test(oauth): TestConsent_ApproveWithSpecificWorkspaces locates connection by shape

The test asserts the persisted oauth_connections row from a specific-
workspaces consent (allowed_workspaces=[alpha,beta]) has
AllCurrentWorkspaces=false and the right slug list. It indexed via
conns[0], which only worked when the approve flow was the most-recent
connection — but the test also calls runAuthCodeFlow above the
assertion to mint a bearer for the introspect call, and that helper
posts allowed_workspaces=["*"] → wildcard connection. With
ListUserOAuthConnections ordered ConnectedAt DESC, conns[0] is now the
wildcard bearer row, not the alpha+beta row this test is verifying.

We can't move the bearer-mint below the assertion (the introspect call
needs the bearer first), and the auth-code response doesn't surface the
request_id we'd need to look up the right connection directly. The
specific-workspaces flow is the only one in this test with
AllCurrentWorkspaces=false, so locate by that shape — surgical fix that
matches the test's actual intent.

Verified with `go test -count=3 -run TestConsent_ApproveWithSpecificWorkspaces`
(deflakes across orderings) and the full ./internal/server suite.
2026-05-18 17:17:42 -04:00
xarmian bfce069f28 fix(web,build): search palette hang on numeric query + graceful SSE shutdown (BUG-1531) (#588)
* fix(web,build): search palette hang on numeric query + graceful SSE shutdown (BUG-1531)

CommandPalette's reactive `$effect` subscribed to every workspace's
`localSearch.epoch` + `localIndex.bootstrapStateFor`. Bare-digit queries
short-circuit to `exactItemNumberLookup` (synchronous, very fast) and
stacked re-fires of the effect inside one microtask tick whenever an SSE
delta arrived — Svelte tripped `effect_update_depth_exceeded` and the
palette froze. Treat bare-digit queries the same as `body:` queries
(skip the subscription reads) and wrap `doSearch()` in `untrack()` so
its internal reactive reads can't smuggle hidden dependencies into the
effect.

The SSE churn that fanned the loop was rooted in `make install` using
`killall -9` — SIGKILL drops every open SSE stream mid-chunk so every
browser tab logs `ERR_INCOMPLETE_CHUNKED_ENCODING` and reconnects.
Switch to SIGTERM + 5s wait + SIGKILL fallback so the server's existing
graceful-shutdown path (cmd/pad/main.go:811-857) actually runs and the
http.Server writes a final 0-chunk on each open stream.

Follow-up tidy-ups (unchecked write errors in writeSSEEvent, link the
30s keepalive to the 120s IdleTimeout in code) tracked in BUG-1532.

* fix(web): track workspace slug in palette $effect per Codex review (round 1)

After wrapping doSearch() in untrack(), the workspaceStore.current?.slug
read that doSearch performs at line 209 no longer registered as a
tracked dep of the search effect. The non-body / non-bare-digit branch
still reads the slug via localIndex.bootstrapStateFor(...), so workspace
switches re-fire the effect for that branch — but body: and bare-digit
queries skip that block entirely. Without an explicit slug subscription
they wouldn't re-dispatch on workspace switch; an in-flight server
response would land stale, get discarded by isSameDispatch(), and
loading could stick true.

Hoist `void workspaceStore.current?.slug` into the unconditional void
block so all four query shapes re-fire on workspace switch.

Refs BUG-1531.

* chore: gofmt handlers_claim_code_test.go

Drive-by formatting fix to unblock CI on this PR. The file landed
slightly unaligned in #586 (TASK-1525) — gofmt straightens the struct
tag column on claimCodeResponse.
2026-05-18 15:25:27 -04:00
xarmian fc6afd01be feat(connect): unified Connect-to-agent modal + claim-code endpoint (TASK-1525) (#586)
* feat(connect): unified Connect-to-agent modal + claim-code endpoint (TASK-1525)

Phase E of PLAN-1519. Repurposes the avatar-menu "Connect a project…"
modal as a one-stop hub where users can connect ANY agent surface
(claim-code → existing OAuth grant, fresh MCP OAuth, or local CLI)
to the current workspace.

Backend
- GET /api/v1/workspaces/{slug}/claim-code — generates a stateless
  6-digit HMAC claim code (re-uses the verifier's secret + bucket
  math) for the calling member, OR reports `suppressed: true` when
  smart-suppression detects the workspace is already covered by one
  of the user's active OAuth connections (wildcard OR explicit
  allow-list rows). Returns `expires_at` at the current bucket
  boundary so the UI can drive a countdown.
- store.IsWorkspaceCoveredForUser — single indexed query against
  oauth_connections + oauth_*_tokens; filters by ACTIVE tokens so a
  dangling revoked connection row doesn't suppress fresh modals.
- Tests cover 412 (disabled), 404 (non-member), 200 + matching code,
  wildcard suppression, explicit-allow-list suppression, and the
  revoked-connection-doesn't-suppress invariant.

Frontend
- ConnectWorkspaceModal rewritten as a tabbed unified modal:
  - Agent (claim code) — fetches on activate, live countdown,
    auto-refetches at bucket roll-over, renders smart-suppression
    panel that links to /console/connected-apps, and renders the
    locked prompt block
    `Authorize the pad workspace '<slug>' with claim code <code>.`
    per IDEA-1517 §4.
  - MCP setup — subsumed from the now-deleted ConnectMCPModal: URL
    block + client-card grid linking to per-client docs.
  - CLI — existing install + `pad init` flow, unchanged.
- Default tab: Agent when mcpPublicUrl is set; CLI when not. MCP tab
  hidden entirely on self-host without a public MCP URL.
- ConnectBanner simplified: single modal state, generic "Connect an
  AI agent to this workspace" copy, no MCP/CLI dual-modal branching.
- ConnectMCPModal.svelte deleted (fully subsumed).
- API client gets `workspaces.claimCode(slug)` + `ClaimCodeResponse`
  TypeScript type.
- TopBar + workspace home callsites pass `mcpPublicUrl` from
  authStore so the unified modal can pick the right default tab.

Verification
- go build ./... clean
- go test ./... — all packages green (server + store)
- cd web && npm run build — clean

Parent: PLAN-1519. Phases A-D already shipped (oauth_connections
schema, MCP claim action, /authorize redesign, connections-page
mutation UI); this lands Phase E. Phase F (TASK-1526) will wire
post-create auto-open from IDEA-1516's new-workspace modal; Phase G
(TASK-1527) is cross-agent paste validation of the locked prompt
string.

* fix(connect): require membership at claim-code generation; guard modal against stale-response races per Codex review (round 1)

1. Guest-grant generation gap. RequireWorkspaceAccess admits item-grant
   guests who aren't workspace members; claim-code REDEMPTION requires
   full membership. Generating without the same check handed guests a
   valid-looking code + prompt that the claim endpoint always 404s.
   Add an explicit GetWorkspaceMember check after getWorkspace and
   return 403 not_a_member to fail closed on the same response shape
   the redemption path would have used.

2. Stale-response race in the modal. ConnectWorkspaceModal stays
   mounted across workspace switches (TopBar reuses the same
   instance), so an older claimCode fetch can resolve AFTER a newer
   one and stomp claimState with suppression or a code for the wrong
   workspace. Add a monotonic seq + captured-slug guard mirroring the
   refreshHasAgentActivity pattern already in ConnectBanner.

Test additions:
- TestHandleWorkspaceClaimCode_GrantOnlyGuest_403 asserts a non-member
  authenticated caller never gets a 200 + code from the generation
  endpoint.
2026-05-18 10:25:08 -04:00
xarmian 26aa800b3b feat(oauth): connected-apps mutation endpoints + edit UI (TASK-1524) (#585)
* feat(oauth): connected-apps mutation endpoints + edit UI (TASK-1524)

Phase D for PLAN-1519. Adds four mutation endpoints under
/api/v1/connected-apps/{id}/... and extends the console page with
an inline Edit panel per connection card.

Backend (internal/server/handlers_connected_apps.go + server.go)
- PATCH .../name           — rename, trim + cap at 120 chars
- PATCH .../flags          — atomic set of may_create / all_current /
                              include_future (rejects toggling
                              all_current=false when the join table
                              is empty — empty-allow-list invariant
                              from IDEA-1517 §3 Acceptance)
- POST  .../workspaces     — add workspace; membership-checked, 404
                              uniform when the user isn't a member
                              (no enumeration leak)
- DELETE .../workspaces/{slug} — remove; idempotent for missing
                              slugs; rejects last-workspace removal
                              when all_current=false (same orphan
                              guard as the flags handler)

All four route through requireConnectionOwner which returns the
same 404 envelope for non-owned connections as the existing
Revoke endpoint. Each handler echoes the updated DTO so the page
can re-render in place; respondWithConnection handles both
active-token chains (via ListUserOAuthConnections) and connections
without token rows (direct fetch of oauth_connections + the access
projection).

DTO (connectedAppDTO) gains name + the three scope flags. Model
already carried the fields (TASK-1522).

Frontend (web/...)
- ConnectedApp TS type extended; api.connectedApps gains
  rename/updateFlags/addWorkspace/removeWorkspace methods.
- Connections page: Edit button per card opens an inline panel
  with: connection name input (debounced save), three scope-flag
  toggles (auto-save), allow-list chips with X-to-remove plus a
  workspace picker that lists memberships not already in the list.
- Last-workspace removal disabled at the UI level (chip-remove
  disabled when list length <= 1); API enforces the same invariant
  if a tampered call slips through.
- Workspaces fetched lazily on first Edit open (cached for the
  page lifetime).

Tests
- 7 handler tests cover happy paths + edge cases:
  - rename trims/caps, non-owner 404
  - flags happy path + empty-allow-list block
  - add workspace happy path + non-member 404
  - remove workspace happy path + last-blocked + idempotent missing
- loginTestUserAs helper to seed a second user for the non-owner
  case (the existing loginTestUser hardcodes a single email).

Parent: PLAN-1519.

* fix(oauth): wildcard→specific toggle now works after pre-stage per Codex review (round 1)

PR #585 round 1 caught that switching all_current_workspaces from
true to false was effectively impossible: the flags handler's
empty-allow-list guard called GetOAuthConnectionAccess, which
intentionally short-circuits on wildcard and reports zero slugs.
Even with join rows present, the guard always tripped. The UI
compounded the issue by hiding the allow-list editor while in
wildcard mode, so users had no way to pre-stage workspaces.

Backend fix: new Store.ConnectionWorkspaceCount(requestID) returns
the raw join-row count regardless of the parent's wildcard flag.
The flags handler now uses this; the remove-workspace handler's
"orphan guard" also routes through the new count (plus an
IsConnectionWorkspaceAllowed probe so a no-op removal of a slug
that isn't even in the list doesn't trip the guard).

Frontend fix: the allow-list editor renders unconditionally inside
the Edit panel. While wildcard is on, an "Inert while wildcard is
on" badge clarifies that staged workspaces don't take effect until
the user flips the flag. Chip-remove disabled only when actively
in specific mode AND about to drop to zero — wildcard-mode removes
are always allowed.

Added TestHandleUpdateConnectedAppFlags_WildcardToSpecific_AfterPrestage
as the regression guard: seeds a wildcard connection, adds one
workspace via the API, then asserts the flag flip succeeds and
the resulting DTO carries the pre-staged slug.

Parent: PLAN-1519.

* fix(oauth): staged-while-wildcard rows now visible per Codex review (round 2)

PR #585 round 2 caught that the round-1 fix (always-rendered
allow-list editor + Backend ConnectionWorkspaceCount) was
incomplete: pre-staging a workspace while wildcard=true succeeded
on the server but the response DTO still suppressed the staged
slugs (ListUserOAuthConnections + respondWithConnection both set
AllowedWorkspaces=nil when AllCurrentWorkspaces=true). The UI
rendered "No workspaces staged" even after a successful add, so
users had no way to see or remove a mistaken staged row.

Backend fix: new Store.ListConnectionWorkspaceSlugs returns the
join table's slugs regardless of the wildcard flag.
ListUserOAuthConnections + respondWithConnection both route
through it now. The hot-path GetOAuthConnectionAccess still
short-circuits on wildcard (correct for the introspection path —
when wildcard is on, slugs are irrelevant for gating); the read-
for-display path needs to surface them.

Frontend fix: isAnyWorkspace now reads the all_current_workspaces
flag directly (drives the "Any workspace" badge), independent of
the slug list. The slug list drives the edit panel chips. Legacy
fallback for missing-flag wire shapes preserved.

Added TestHandleAddConnectedAppWorkspace_VisibleUnderWildcard as
the regression guard: seeds a wildcard connection, adds a
workspace, asserts the slug appears in DTO.AllowedWorkspaces
while AllCurrentWorkspaces stays true.

Parent: PLAN-1519.
2026-05-18 08:33:39 -04:00
xarmian 93b9590bf9 feat(oauth): consent screen rewrite + new-tables write path (TASK-1523) (#584)
Phase C2 for PLAN-1519. Rewrites the /oauth/authorize consent flow
per IDEA-1517 §2a: collects a display name, three scope flags
(may_create_workspaces, all_current_workspaces, include_future_workspaces),
and the per-workspace allow-list — then writes oauth_connections +
oauth_connection_workspaces instead of session.Extra.

Backend (internal/server/handlers_oauth.go)
- parseConsentPayload returns a structured consentDecision carrying
  name, three flags, and resolved workspace IDs. Two-radio +
  checkbox UI maps to flags per §2a's table; backward-compat shim
  still accepts the legacy allowed_workspaces=["*"] / explicit-list
  shape so pre-TASK-1523 clients and fixtures keep working.
- handleOAuthAuthorizeDecide INSERTs oauth_connections (parent) +
  oauth_connection_workspaces (children) BEFORE NewAuthorizeResponse.
  Ordering matters: an INSERT failure prevents code minting, so
  the failure mode is "user retries" rather than "token issued
  with no connection-level state" (which the dual-read gate would
  silently broaden to no allow-list). A successful INSERT followed
  by NewAuthorizeResponse failure leaves an orphan oauth_connections
  row — harmless, no token references it. Per-slug INSERT failures
  roll back via DeleteOAuthConnection (FK CASCADE clears the join).
- session.SetAllowedWorkspaces call retired; the dual-read
  introspection gate from Phase A still consults legacy session.Extra
  for pre-TASK-1523 tokens during the soak period.
- /oauth/authorize accepts ?suggested_name= URL param, trimmed +
  120-char-capped, threaded through to the template for prefill.

Frontend (consentTmpl)
- Per §2a mockup: identity header, name input (with prefill),
  data-permissions block (capability_tier radios — unchanged from
  pre-TASK-1523), workspace-access radio ("All my workspaces"
  default vs "Only specific workspaces"), conditional picker that
  slides in for the specific mode, may_create_workspaces checkbox
  (default-on), footer disclosure, and Authorize/Deny buttons.
- Picker shows a search input when the user has >10 workspaces;
  per-row role label.
- Mobile layout (max-width: 480px) stacks the actions vertically
  with Authorize above Deny.
- "Pick at least one workspace" helper text appears when the
  user is in specific mode with zero workspaces selected.
- Empty-workspace case still renders the "create or join one
  first" empty state; server validates regardless of JS.

Tests
- 2 new tests: TestConsent_ApproveWithNewShape (end-to-end with
  connection_name + workspace_access + may_create_workspaces +
  allowed_workspaces — asserts the values land on the
  oauth_connections row and join table); TestConsent_SuggestedNamePrefill
  (?suggested_name= URL param prefills the form input).
- Existing approve-flow tests updated: the introspection response
  no longer carries allowed_workspaces (we stopped writing
  session.Extra), so assertions now read the connection row +
  join table via ListUserOAuthConnections — same guarantee, new
  shape. TestOAuth_Authorize_RendersConsentWhenLoggedIn seeds a
  workspace so the consent form renders its allow-list section
  (the new template hides it when the user has zero memberships).

Parent: PLAN-1519.
2026-05-18 07:51:12 -04:00
xarmian 905baaa010 feat(oauth): backfill session.Extra into oauth_connections + switch read path (TASK-1522) (#583)
* feat(oauth): backfill session.Extra into oauth_connections + switch read path (TASK-1522)

Phase C1 for PLAN-1519. Seeds existing OAuth grant chains into the new
connection tables (Phase A) and switches /console/connected-apps to
read from them, retiring the session.Extra parse on the read path.

Backfill (internal/store/oauth_connections_backfill.go)
- Walks oauth_access_tokens + oauth_refresh_tokens to find every
  distinct request_id chain (including refresh-only chains).
- Picks the newest token row per chain — its session.Extra drives
  the seeded shape, so a chain whose user re-scoped recently
  reflects the latest decision.
- Maps session.Extra shapes to the new tables per IDEA-1517 §2:
  no key → all_current=1; ["*"] → all_current=1; explicit slugs →
  all_current=0 + one join row per slug (added_by='user').
- Resolves slugs → workspace IDs; unresolved slugs (deleted /
  renamed workspace) are counted + logged at WARN, not fatal.
- Idempotent on every INSERT (OR IGNORE / ON CONFLICT DO NOTHING)
  so re-running on every startup is a cheap no-op once stable.
- Returns a BackfillOAuthConnectionsResult so the startup log
  reports chains_seen / connections_created / workspaces_added /
  unresolved_slugs — operators see fresh work and notice drift.

Read-path rewrite (internal/store/connected_apps.go)
- ListUserOAuthConnections projects AllowedWorkspaces from
  GetOAuthConnectionAccess (oauth_connection_workspaces JOIN
  workspaces) instead of parsing session.Extra strings.
- Hydrates Name + MayCreate + AllCurrent + IncludeFuture from
  oauth_connections so Phase D's mutation UI has them.
- Defensive fallback for chains without an oauth_connections row
  (any leftover the backfill missed): treats as legacy
  "any workspace, default-on flags" so the connection still
  renders. Backfill at startup keeps this branch unreachable in
  production.
- Retires parseAllowedWorkspacesFromSession; the new
  extractAllowedWorkspacesFromSessionExtra helper in
  oauth_connections_backfill.go is the only consumer of the
  session.Extra shape on the store side.

Model (internal/models/connected_apps.go)
- Adds Name / MayCreateWorkspaces / AllCurrentWorkspaces /
  IncludeFutureWorkspaces. AllowedWorkspaces semantics stay
  stable (nil = "any"; explicit slugs = chip list) so the
  existing DTO + frontend continue working unchanged. Phase D
  exposes the new fields on the wire.

Startup wiring (cmd/pad/main.go)
- After srv.SetOAuthServer / SetClaimSecret, run the backfill
  once. Non-fatal on error (partial state is consistent and the
  next run completes). Quiet at the Debug level on steady-state
  re-runs; INFO when fresh work landed.

Tests
- 8 BackfillOAuthConnections cases: empty DB, pre-TASK-952
  (no key), wildcard, explicit list, mixed resolvable/unresolved
  slugs, multi-row chain newest-row-wins, refresh-only chain,
  idempotent re-run (verified via post-run row count).
- TestExtractAllowedWorkspacesFromSessionExtra replaces the
  retired parseAllowedWorkspacesFromSession test — covers all
  three IDEA-1517 §2 input shapes + malformed/non-array
  defensive cases.
- TestListUserOAuthConnections_DeduplicatesChain +
  TestHandleListConnectedApps_DTOShapeAndAuditEnrichment updated
  to call BackfillOAuthConnections (the production startup
  hook) before asserting on AllowedWorkspaces — mirrors the
  real-world flow now that the read path no longer parses
  session.Extra inline.

Parent: PLAN-1519.

* fix(oauth): backfill counters reflect actual new rows per Codex review (round 1)

PR #583 Codex review round 1 flagged that the backfill counters
over-report on steady-state restarts:

- wasFreshlyInserted compared updated_at vs created_at — true for
  every untouched existing row, so every restart counted every
  pre-existing connection as "created."
- slugsAdded++ ran after AddConnectionWorkspace regardless of
  whether the INSERT OR IGNORE / ON CONFLICT DO NOTHING hit an
  existing row.

Net effect: startup logs "backfill complete" with non-zero counts
on every restart instead of the intended quiet "no-op" path —
making real fresh work indistinguishable from steady-state.

Fix: probe existence BEFORE the insert on both sides.

- backfillOneChain reads GetOAuthConnection first; only sets
  created=true and runs insertOAuthConnectionIfAbsent on a miss.
- Per-slug: IsConnectionWorkspaceAllowed pre-check; skip + don't
  increment when the row already exists.

Two cheap PK / indexed lookups per chain. Pre-Phase-C deployments
have small chain counts so the added cost is well below the scan
already running.

Removed the now-unused wasFreshlyInserted helper. Added an
assertion in TestBackfillOAuthConnections_Idempotent that both
ConnectionsCreated and WorkspacesAdded report 0 on the second
run — the regression guard for this exact finding.

Parent: PLAN-1519.

* fix(oauth): backfill skips slug re-seed on existing rows per Codex review (round 2)

PR #583 round 2 caught that the round-1 fix protected the parent
oauth_connections row from re-seed but left the join table
mutable from stale session.Extra:

When a user removes a workspace from their connection's allow-list
via Phase D's mutation UI (RemoveConnectionWorkspace), the next
server restart would re-run the backfill, find the parent row
intact, and re-INSERT the removed slug from the original
session.Extra. The user's removal would silently revert every
restart.

Fix: backfill is a one-shot seed. Once the parent row exists, the
new tables are authoritative — legacy session.Extra is frozen
reference data, not a reconciliation source. The slug loop only
runs when we just inserted a fresh parent row.

Added TestBackfillOAuthConnections_DoesNotResurrectRemovedWorkspace
as the regression guard: seeds two slugs, removes one, runs
backfill again, asserts the removed slug stays gone and the kept
slug is untouched.

Parent: PLAN-1519.

* fix(oauth): atomic per-chain backfill transaction per Codex review (round 3)

PR #583 round 3 caught that round 2's "only seed slugs on fresh
parent" gate introduced a permanent-partial-state risk: if the
process crashes (or AddConnectionWorkspace errors) between
inserting the parent row and finishing the slug loop, the next
backfill sees created=false, short-circuits the slug seeding, and
leaves the connection permanently scoped to a partial allow-list.

Fix: per-chain transaction. Parent insert + every slug insert
land in one BEGIN/COMMIT pair; any mid-loop failure rolls
everything back. The next backfill then sees the chain as un-seeded
and retries from scratch — preserving both round 2's
"no-resurrection of user-removed slugs" (existence probe inside
the tx) and round 3's "no permanent partial seed" (atomic commit).

Scope: per-chain (small tx), not whole-backfill. The original
no-transaction rationale was about lock-hold duration across
thousands of chains; that doesn't apply at chain granularity (one
parent + a handful of join rows = sub-millisecond hold).

Removed the now-unused insertOAuthConnectionIfAbsent helper; the
INSERTs live inline within the transaction.

Added TestBackfillOAuthConnections_AtomicOnMidLoopFailure as the
regression guard: forces a mid-loop INSERT failure via a duplicate
slug in session.Extra (which violates the join table's PK on the
second insert), asserts the parent row rolled back, then runs a
clean retry and verifies full seed completion.

Parent: PLAN-1519.

* fix(oauth): surface store errors from backfill + list path per Codex review (round 4)

PR #583 round 4 caught two silent-fallthrough paths that could
leak partial/incorrect state instead of failing loudly:

1. Backfill slug loop: GetWorkspaceBySlug errors were treated the
   same as "workspace not found" — both incremented slugsMissed
   and continued. A real I/O error mid-loop would commit a
   partial allow-list, and the next backfill's parent-exists
   short-circuit would make that partial scope permanent.
   Fix: distinguish (nil, nil) "not found" from (nil, err)
   "real failure" — return the error so the per-chain
   transaction rolls back and the next run retries cleanly.

2. ListUserOAuthConnections hydration: GetOAuthConnectionAccess
   and GetOAuthConnection errors collapsed into the "no
   oauth_connections row" defensive-fallback branch, returning
   the legacy "any workspace, default-on flags" shape. On a
   real store failure that silently broadens a user's scope —
   e.g. a connection the user explicitly removed a slug from
   would render as "Any workspace" until the store recovered.
   Fix: surface store errors from both calls; the defensive
   fallback path is now exclusively for HasConnection=false,
   not for error masking.

Both findings tighten the failure mode from "silently emit
broadened/partial state" to "surface the error so retries
happen against accurate data." Existing tests cover the happy
paths; the failure paths are exercised by I/O errors against
the same store interfaces (no new test added — the change is
"return err instead of swallow it" and the assertion of NOT
swallowing is the diff itself).

Parent: PLAN-1519.
2026-05-18 03:32:42 -04:00
xarmian aec67e202e feat(mcp): workspace.create + workspace.claim actions + claim-code mechanics (TASK-1521) (#582)
Phase B for PLAN-1519. Adds two MCP actions so agents can bring a
workspace into an OAuth connection without re-auth — the agent-first
onboarding story IDEA-1517 §1 set out to fix.

pad_workspace.action: create
- New action on the shared catalog (stdio + cloud both pick it up).
- POSTs to /api/v1/workspaces; handler auto-adds the new workspace to
  the calling OAuth connection's allow-list (added_by='agent-create')
  when the grant carries may_create_workspaces=true. Phase A wired the
  oauth_connection_workspaces table this writes to. PAT / CLI-session
  callers fall through silently (no request_id → no side effect).
- Backed by a new non-interactive `pad workspace create <name>` Cobra
  command for the stdio MCP shell-out path. `pad workspace init`
  remains the guided human flow.

pad_workspace.action: claim
- New POST /api/v1/oauth/claim endpoint redeems a 6-digit stateless
  HMAC code minted from (user_id, workspace_id, 5-min time bucket)
  with a sliding 5–10 minute lifetime. Constant-time compare. Code
  format derived per IDEA-1517 §4.
- Verifies workspace membership before code (privilege-escalation
  guard); uniform 404 envelope so the endpoint can't be used to probe
  existence vs. membership.
- Side effect inserts a row in oauth_connection_workspaces with
  added_by='claim'. Idempotent — re-claiming returns 200 with
  already_added=true.
- 412 connection_not_persisted when the OAuth grant predates Phase C
  (no oauth_connections row); 412 claim_disabled when the deployment
  hasn't wired SetClaimSecret.
- `pad workspace claim <code> --workspace <slug>` Cobra command backs
  the stdio MCP shell-out.

MCP server instructions
- Appended IDEA-1517 §5 paragraph teaching agents the claim flow as
  a peer top-level section. Same string lands universally on every
  MCP handshake response (stdio + cloud both read instructions.md).

Tests
- 10 claim-code unit tests: determinism, zero-pad, length-prefix
  collision guard, current/previous bucket accept, aged-out reject,
  wrong-everything rejects, short-secret fails closed.
- 7 handler tests: 412 when secret disabled, 400/404/401 vocabulary,
  PAT caller note path, 412 connection_not_persisted, idempotent
  insert.
- 5 MCP-catalog tests: actions registered, schema params advertised,
  description mentions both actions, route mappers produce correct
  HTTP shape, routeTable carries the entries.
- Bumped the existing read-only catalog bijection + fixture-input
  fixtures so the new actions resolve cleanly.

Parent: PLAN-1519.
2026-05-18 00:43:46 -04:00
xarmian 3f6bcc0ff2 feat(oauth): per-connection state tables + dual-read introspection gate (TASK-1520) (#581)
* feat(oauth): per-connection state tables + dual-read introspection gate (TASK-1520)

Phase A foundation for PLAN-1519 / IDEA-1517's per-OAuth-connection state
overhaul. Promotes the consent-time workspace allow-list out of
session.Extra (per-token, re-minted on every refresh-token rotation) into
dedicated tables keyed by request_id (the grant chain identifier preserved
across rotations).

Schema (SQLite migration 059 + Postgres migration 038):
- oauth_connections: one row per grant chain with name + three scope flags
  (may_create_workspaces, all_current_workspaces, include_future_workspaces).
- oauth_connection_workspaces: mutable allow-list join table; PK on
  (request_id, workspace_id); FK ON DELETE CASCADE; added_by audit column.

Store (internal/store/oauth_connections.go): Create/Get/Rename/SetScopeFlags/
Add+Remove+IsAllowed/Delete CRUD. GetOAuthConnectionAccess is the hot-path
projection — one PK lookup + one indexed join when the wildcard flag is off,
nothing else when it's on.

Dual-read gate (internal/server/middleware_mcp_auth.go): OR-merges the
legacy session.Extra allow-list with the new-table projection. A workspace
is allowed iff either source allows it; either source's wildcard makes the
gate unrestricted. New tables stay empty until Phase C writes the consent
screen, so the dual-read is a no-op until then — and existing OAuth grants
keep working unchanged through the Extra path. I/O errors on the new path
fall back to the Extra path so a transient outage of the new tables can't
regress existing connections.

Tests:
- 10 store tests cover CRUD, FK cascade, wildcard short-circuit, sorted
  slug projection, idempotent add/remove, ErrOAuthConnectionNotFound on
  missing rows.
- 11-case table-driven test on mergeAllowedWorkspaces directly verifies
  PLAN-1519's acceptance criterion: "token with allow-list in session.Extra
  still passes; token with empty session.Extra but row in
  oauth_connection_workspaces also passes." Plus wildcard precedence, union
  dedup, and fail-closed-on-empty-scope.
- BenchmarkMergeAllowedWorkspaces measures policy-function overhead on the
  hot path (the store-side lookup is the other half of the dual-read cost).

Parent: PLAN-1519.

* fix(oauth): fail-closed on connection lookup error per Codex review (round 1)

PR #581 Codex review round 1 caught two issues:

1. middleware_mcp_auth.go: GetOAuthConnectionAccess errors fell through
   to "no connection" + nil allow-list = unrestricted. Post-Phase-C
   (when the new tables are authoritative and session.Extra is empty),
   a DB read error on a scoped token would silently grant access to
   every workspace the user belongs to. Now fails closed with a 401
   matching the IntrospectToken storage-error policy, increments
   MCPAuthzDenialsTotal{connection_lookup_error} for ops visibility.

2. oauth_connections.go: CreateOAuthConnection's docstring claimed
   "scope flags default ON if not supplied," but the method writes
   the three Go bools verbatim — and Go zero-values for bool are
   false, not true. The schema-level DEFAULT TRUE is unreachable
   through this path. Docstring updated to clarify that defaults
   live at the form-rendering layer; the store is a faithful
   pass-through.

Parent: PLAN-1519.

* test(oauth): add store-side bench for GetOAuthConnectionAccess per Codex review (round 2)

PR #581 Codex review round 2 flagged the docstring references to
bench_oauth_connections_test.go pointing at a file that didn't exist
— only the in-memory mergeAllowedWorkspaces bench was wired. Add the
store-side bench so the documented file is real and PLAN-1519 Phase
A's "Hot-path benchmark: dual-read overhead measured and documented"
acceptance bullet is satisfied end-to-end.

Three shapes covered: Wildcard (PK lookup, join short-circuited),
Explicit (PK + indexed scan + small workspaces join), and NoRow (the
dominant Phase-A path until Phase C wires the write path). Local
numbers (Ryzen 3 5300U, SQLite WAL): 12µs/12µs/37µs respectively —
all comfortably sub-millisecond.

Parent: PLAN-1519.
2026-05-18 00:03:20 -04:00
xarmian 2a1a00e385 test,docs: blank+onboard+needs_onboarding integration test + CLAUDE.md update (TASK-1507,1508) (#580)
PLAN-1496's final consolidation pair, shipping together because both
are small cleanup passes that close the plan out.

TASK-1507 (tests):
Most of the test coverage required by this task was already
added incrementally in the prior PRs that built each surface:

- Blank template (4 focused tests, PR #575):
  TestSeedFromBlankTemplate, TestBlankTemplateShape,
  TestBlankTemplateExcludesSoftwareCollections,
  TestBlankTemplateUsesMinimalVocabularies,
  TestBlankTemplateAppearsInPicker
- Onboard auto-seed (PR #576):
  TestSeedFromTemplateAlwaysIncludesOnboardPlaybook (walks all six
  templates), TestSeedWithEmptyTemplateNameSkipsOnboard (locks the
  empty-templateName escape-hatch invariant), TestOnboardPlaybook_Contract
  (invocation_slug, trigger, mode-enum, ADAPT-DON'T-CURATE rule in
  the body)
- needs_onboarding (PR #578):
  TestBootstrapNeedsOnboardingFlag (lifecycle: fresh → user item →
  flag flips), TestBootstrapNeedsOnboardingIgnoresTemplateSeeds
  (template seeds don't count)
- Retired-pattern updates (PR #577): TestSoftwareTemplatesShipNoSeedItems
  inverse invariant; TestDashboardOnboardingSeed_NilForAllTemplates
  collapsed from three IDEA-1/BACK-1/FEAT-1 tests.

This commit adds ONE integration smoke test that ties the three
subsystems together at the bootstrap layer:

- TestBootstrapBlankWorkspaceOnboardReady creates a blank-template
  workspace, fetches bootstrap, and asserts: needs_onboarding=true
  (nudge fires) AND the onboard playbook is in bootstrap.playbooks
  AND its status is "active" AND its trigger is "manual" (in the
  blank template's seeded vocabulary). If any one of the three
  pieces regresses silently, the integration breaks and this test
  catches it before /pad onboard stops dispatching on day one.

TASK-1508 (docs):
- CLAUDE.md "Data Model / Templates" section: added Blank under a
  new "Custom" category bullet pointing at the new Onboarding
  section; called out the PLAN-1496 retirement of the IDEA-1 /
  BACK-1 / FEAT-1 first-person seed pattern; updated design
  history reference to include PLAN-1496.
- CLAUDE.md "API" section: added the
  /api/v1/workspaces/{ws}/agent/bootstrap endpoint with a note
  about the needs_onboarding flag (was previously documented only
  inline in the Playbooks section).
- CLAUDE.md: new top-level "Onboarding" section between Playbooks
  and Testing. Covers: auto-seeded everywhere, surface-agnostic
  body, adaptation posture (library entries are starting points),
  the three TASK-1510/1511/1512 mutation primitives, the
  needs_onboarding bootstrap flag + skill nudge, the four retired
  surfaces (pad onboard cobra, OnboardingPrimaryRef,
  *OnboardingItems generators, standalone skill workflow section),
  and a code map.

Verification:
- go test ./...: clean (full suite passes including the new
  integration test)
- make lint: 0 issues

Parent: PLAN-1496.
2026-05-17 16:53:29 -04:00
xarmian 96a32aa39d feat(bootstrap,skill): add needs_onboarding flag + retire legacy Onboarding workflow (TASK-1504,1505) (#578)
PLAN-1496's bootstrap-signal + skill-cleanup pair, shipped together
because TASK-1505's nudge rendering depends on TASK-1504's bootstrap
field.

TASK-1504 (bootstrap: needs_onboarding):
- internal/store/items.go: new WorkspaceHasUserCreatedItems(workspaceID)
  store method. Backed by SELECT EXISTS with the predicate
  `source != 'template'` — defined as the inverse of template seeding
  rather than enumerating user-side source values, so new attribution
  surfaces (mcp, api, future) count automatically.
- internal/server/handlers_bootstrap.go: AgentBootstrap struct gets
  the NeedsOnboarding bool field (always emitted — not omitempty,
  since the agent reads it on every /pad invocation). BuildAgentBootstrap
  computes it via the new store method. On query error the flag falls
  back to false (safe default: don't nag).
- Visibility filtering deliberately omitted — needs_onboarding is a
  workspace-level state signal, not a per-user view. Two members
  reading bootstrap concurrently should see the same answer.
- Two focused tests:
  - TestBootstrapNeedsOnboardingFlag walks the lifecycle (fresh
    workspace → create user item → flag flips).
  - TestBootstrapNeedsOnboardingIgnoresTemplateSeeds locks the
    template-seeds-don't-count invariant on the startup template,
    which ships seeded conventions, playbooks, and the onboard
    playbook itself.

TASK-1505 (skill update):
- skills/pad/SKILL.md:
  - Context Loading section: new bullet documenting needs_onboarding
    with the exact nudge wording the agent should render when true,
    plus the "don't nag past first user item" + "respect prior
    decline" rules.
  - Onboarding workflow section: deleted (~30 lines). Replaced with
    a one-paragraph pointer at the /pad onboard playbook. The skill
    is the dispatcher; the playbook body is the script.
  - Routing entry under "set up my workspace": simplified from the
    bloated PR #577 round-3/4 text into a clean two-bullet form
    (canonical phrasing + legacy IDEA-1 phrasing both → /pad onboard).
- internal/mcp/prompts_data.go: the pad_onboard MCP prompt body
  was duplicating the same step-by-step script the SKILL.md section
  carried. Replaced with the same dispatch-to-playbook pointer.
  internal/mcp/prompts_test.go: TestPromptsLockstep_CoreCommands
  fragments updated to assert the new dispatch fragments
  (`pad playbook list`, `pad playbook show onboard`).

Parent: PLAN-1496.
2026-05-17 13:57:12 -04:00
xarmian 0930743304 feat: retire IDEA-1 seed pattern + 'pad onboard' cobra + surface blank in init (TASK-1501/1502/1503) (#577)
* feat: retire IDEA-1 seed pattern + 'pad onboard' cobra + surface blank in init (TASK-1501,1502,1503)

PLAN-1496's legacy-onboarding teardown:

TASK-1501 (remove seed items + update banner):
- internal/collections/templates_onboarding.go (and the _product/_scrum
  siblings) deleted — these generated the IDEA-1/PLAN-2/TASK-3/DOC-4 +
  BACK-1/SPRINT-2/BUG-3/DOC-4 + FEAT-1/FB-2/ROAD-3/DOC-4 first-person
  seeds. The /pad onboard playbook (TASK-1499 / TASK-1500) is the
  replacement.
- startup/scrum/product templates: SeedItems lines removed.
- post-init banner in printOnboardingHints: now points at "/pad onboard"
  in one line, then web UI link, then dashboard hint. The "use pad to
  get IDEA-1 / BACK-1 / FEAT-1" branch is gone.

TASK-1502 (retire cobra + OnboardingPrimaryRef plumbing):
- OnboardingPrimaryRef struct field on WorkspaceTemplate removed. The
  dashboard's banner auto-discovers seeds via item_number=1 +
  source="template" + created_by="system", so the field was redundant
  even before retirement.
- onboardingPrimaryRef() helper in cmd/pad/main.go removed.
- 'pad onboard' Cobra subcommand removed (~160 lines). It scanned the
  project directory for build/test/CI markers and seeded library
  conventions — useful behavior but CLI-only, unreachable from
  MCP-only agents. The /pad onboard PLAYBOOK now covers it.
- internal/cli/detect.go and workspace_context_detect.go stay; still
  used by the web-side workspace-context save path.

TASK-1503 (Blank in interactive picker):
- The picker already surfaces Blank because templates_picker.go iterates
  GroupTemplatesByCategory, and the IDEA-1479 Blank template entry lives
  in CategoryCustom. Verified the output renders correctly with the
  TASK-1498 description + icon update.
- 'pad workspace init --help' Long now mentions Blank explicitly +
  points users at /pad onboard. Helps discoverability without restructuring
  the picker.

Test changes (delete or rewrite tests that exercised the retired pattern):
- internal/collections/templates_test.go: six tests deleted (StartupOnboardingItemsOrderAndShape,
  ScrumOnboardingItemsOrderAndShape, ProductOnboardingItemsOrderAndShape,
  Startup/ScrumProduct/TemplatesDeclareOnboardingPrimaryRef). New
  TestSoftwareTemplatesShipNoSeedItems replaces them with the inverse
  invariant: software templates ship zero seed items.
- internal/server/handlers_dashboard_test.go: three IDEA-1/BACK-1/FEAT-1
  expectation tests collapsed into TestDashboardOnboardingSeed_NilForAllTemplates,
  which asserts the auto-discovery finds no seed because seeds no longer
  ship. (Hiring + EmptyWorkspace tests untouched — they already expect
  nil for unrelated reasons.)
- internal/store/items_test.go: TestSeedCollectionsFromTemplate{Startup,Scrum,Product}RefSequence
  and TestOnboardingFlow_FullWalkthrough_{Startup,Scrum,Product} deleted;
  these locked the IDEA-1 ref-sequence + walkthrough behavior. Unused
  helpers (findItemByTitle, extractStatus, safeFields, setItemStatus,
  countItemsInCollection) deleted alongside them.
- internal/mcp/resources_test.go: TestReadItem_PreservesIDEAOneOnboardingBodyVerbatim
  → TestReadItem_PreservesBodyVerbatim. Property is the same (resource
  pipeline doesn't mangle markdown), but the fixture is now synthetic
  markdown instead of the IDEA-1 seed.

Note: handlers_dashboard.go still has the auto-discovery code path
(onboardingPrimaryCollectionSlugs map + the loop that probes for
item_number=1 + source="template"). It's now dead code — no item
will ever match the criteria after this PR. Left in place for a
follow-up cleanup pass to keep this PR focused.

Parent: PLAN-1496.

* docs: replace 'pad workspace onboard' references with /pad onboard (Codex round 1)

P2 finding on PR #577: README + CLAUDE.md still advertise the
'pad workspace onboard' subcommand in four places (README §Onboard
agents to a new codebase, README §3 Teach your agents the rules,
README CLI Reference, CLAUDE.md CLI). After this branch lands, those
instructions return "unknown command."

Replaced each with guidance pointing at /pad onboard (the playbook,
auto-seeded into every workspace). The library-list commands still
work and stay where they are.

Parent: PLAN-1496.

* docs: replace 'use pad to get IDEA-1' guidance with /pad onboard (Codex round 2)

P1 finding on PR #577: README.md:33-39 and CLAUDE.md:111-117 still
told users to 'use pad to get IDEA-1' after the post-init banner.
Since this branch deletes templates_onboarding.go and stops seeding
IDEA-1/PLAN-2/TASK-3/DOC-4, the quickstart instructions in both
top-level docs pointed at items that no longer exist.

Replaced each with /pad onboard guidance (the playbook is auto-seeded
into every new workspace by TASK-1500). CLAUDE.md's CLI reference
gets a one-line historical note explaining the pre-PLAN-1496 IDEA-1
pattern so readers reviewing older code/blame have context.

Parent: PLAN-1496.

* docs(skill): retire 'use pad to get IDEA-1' guidance in agent skill (Codex round 3)

P1 finding on PR #577: skills/pad/SKILL.md:175 still taught agents
that '"use pad to get IDEA-1"' should dispatch to 'pad item show IDEA-1'.
This branch deletes the seed items, so any agent following the
shipped skill in a fresh workspace would try to fetch a missing ref
instead of running /pad onboard.

Updated the routing entry to dispatch the legacy phrasing (kept as a
recognized intent so older docs/conversations still work) to the
/pad onboard playbook. Explicit "do NOT try to fetch IDEA-1
directly" to short-circuit the previously-trained behavior.

A broader skill cleanup — removing the standalone Onboarding
workflow section and adding the bootstrap nudge rendering — is
TASK-1505's scope. This PR's update is the minimal change needed to
unbreak the agent-facing routing.

Parent: PLAN-1496.

* docs(skill): add library-activation caveat to onboard routing entry (round 4)

P2 finding on PR #577: the routing entry said /pad onboard is
'always invokable because every workspace auto-seeds it.' True for
newly-created workspaces, but pre-existing workspaces (created before
PLAN-1496 lands) won't have it. Auto-upgrade is intentionally not
wired into SeedCollectionsFromTemplate for empty-template-name paths.

Mirrored the same activation-fallback caveat /pad plan and
/pad decompose carry: 'activate via library if the bootstrap's
playbooks array lacks invocation_slug=onboard, status=active.'

Parent: PLAN-1496.
2026-05-17 13:40:15 -04:00
xarmian e59d3904c9 feat(server): refuse to mark item terminal while it has open children (IDEA-1494) (#571)
* feat(server): refuse to mark item terminal while it has open children (IDEA-1494)

Server-side guard inside handleUpdateItem that rejects a non-terminal →
terminal done-field transition when the item still has at least one
non-terminal child. Returns HTTP 409 with code=open_children plus a
structured details payload listing each blocking child's
{ref, title, status, collection_slug} so MCP-driven agents can
self-recover (ship the listed children, then retry) and the CLI can
render the same list verbatim.

Escape hatch: `--force` on `pad item update` / `pad item bulk-update`
and `force: true` on the MCP pad_item.action: update / bulk-update
inputs both forward into the same ItemUpdate.Force transport field
the handler consumes before any store mutation.

Trigger conditions are tight: the PATCH must change the done-field key
(resolved via TerminalValuesForDoneField against the parent's schema +
settings) AND the new value must be terminal AND the current value
must NOT already be terminal. Terminal → terminal and no-op terminal
transitions bypass the guard; only entering the terminal set is gated.
Per-child evaluation uses the child's own collection schema so
hierarchical workspaces with custom typed collections work without
extra plumbing.

Tests cover: rejection with one open child (with mutation-safety
assertion on the parent), no children, all-terminal children, --force
override, no-op terminal → terminal, terminal → terminal,
non-terminal → non-terminal, custom collection terminal_options
honored, and a parent task (not a plan) — IDEA-1494 optional extra #3.
MCP coverage asserts --force round-trips through both ExecDispatcher
and HTTPHandlerDispatcher and is omitted when force=false.

* fix(server): open-children guard round 2 — visibility, MCP pass-through, TOCTOU (IDEA-1494)

Three Codex round-1 issues, each fixed with the recommended shape:

P1 — visibility leak. The 409 response previously listed every blocking
child by ref/title/status, including children in collections the caller
couldn't see. The INVARIANT still evaluates against ALL children (it's a
data-integrity gate — a restricted user must not be able to close a
parent whose blockers they can't see), but the response payload now
filters to caller-visible children only. Hidden blockers surface as a
new `details.hidden_blocker_count` field plus an alternate human message
when every blocker is hidden ("blocked by N open children you don't
have access to"). Mirrors the visibility helpers (`visibleCollectionIDs`
+ `isItemVisibleToGuest`) used by the per-parent progress endpoint so
the two paths can't drift.

P2 — MCP code/details pass-through. The HTTP classifier was collapsing
409 into the generic `conflict` code and dropping `details`; the stdio
classifier was matching the human "cannot " message against the
validation regex and surfacing `validation_failed`. Both now surface
`open_children` with the structured details intact:
  - HTTP: classifyHTTPStatusKind's 409 branch extracts the upstream
    code; any non-empty, non-"conflict" code is passed through with
    its `details` RawMessage. Generalizes beyond open_children — any
    future structured 409 from a handler gets the same treatment.
  - Stdio: the CLI writes a `pad-error: {json}\n` marker line on
    stderr before the human-readable block (single source of truth for
    both views), and classifyExecError detects the marker and lifts
    the envelope verbatim. Marker is duplicated as a const between
    internal/cli and internal/mcp to avoid pulling the cli package
    into the classifier just for one string.
A new ErrOpenChildren error code constant + `Details json.RawMessage`
field on ErrorPayload back the wire shape.

P2 — TOCTOU. The guard previously ran in the handler before the store
transaction began; a concurrent child insert / child status flip could
slip between the children-list read and the parent's UPDATE. Fix:
  - New `Store.UpdateItemWithPreCheck(id, input, precheck)` runs the
    caller's invariant check inside the same tx, after acquiring the
    workspace seq lock AND a new parent-children advisory lock keyed
    on the parent ID. UpdateItem is now a thin wrapper passing nil.
  - Every UpdateItem unconditionally acquires the parent-children
    advisory lock for its own parent (if any) AND for itself-as-parent,
    in a fixed order (parent first) so two updaters touching the same
    parent always grab that key before the more-specific one — no
    AB/BA deadlock.
  - New `GetChildItemsTx` reads via the caller's tx; on Postgres the
    advisory lock provides the snapshot guarantee (DISTINCT precludes
    `FOR UPDATE`), on SQLite the global BEGIN IMMEDIATE write lock
    serializes all writers.
  - Handler now passes a precheck closure into UpdateItemWithPreCheck
    at all three call sites (collab-snapshot path, applier-direct-write
    path, main path). The guard's openChildrenGuardError sentinel is
    unwrapped after each call so the 409 surfaces cleanly.

Tests:
  - TestOpenChildrenGuard_VisibilitySanitizesPayload — restricted
    editor sees parent + visible child, hidden child contributes to
    hidden_blocker_count, no leak of ref/title/slug.
  - TestOpenChildrenGuard_AllBlockersHiddenSurfaceGenericMessage —
    open_children=[], hidden_blocker_count>0, message mentions "you
    don't have access to."
  - TestOpenChildrenGuard_TOCTOURace — 8 iterations of a child-flip
    racing a parent-terminal update; asserts the forbidden outcome
    (parent=completed AND child=open) never occurs.
  - TestClassifyHTTPStatus_OpenChildrenPreservesCodeAndDetails +
    inverse generic-409 test.
  - TestClassifyExecError_OpenChildrenMarkerLiftsStructuredPayload +
    no-marker-falls-through inverse.

* fix(server): open-children guard round 3 — 7 Codex findings closed (IDEA-1494)

P1 — visibility fail-closed. The handler was swallowing
visibleCollectionIDs errors, leaving visIDs==nil which the guard
treats as unrestricted, leaking hidden-child metadata. Now surfaces
the error as 500 BEFORE installing the precheck. Test:
TestOpenChildrenGuard_VisibilityLookupErrorFailsClosed closes the
store DB and asserts no 409+children leak.

P1 — link mutations acquire the advisory lock. SetParentLink,
ClearParentLink, CreateItemLink (when link_type ∈ childLinkTypes via
new isChildLinkType helper), DeleteItemLink (same condition), and
RestoreItem now take `pad:parent-children:<id>` in canonical sorted
order via new AcquireParentChildrenLocks helper. SetParentLink locks
BOTH old and new parents (re-parenting case). Race test
TestOpenChildrenGuard_LinkMutationRace asserts the forbidden
"link-committed-before-parent-flip AND parent flip succeeded" never
occurs by comparing link.created_at to parent.updated_at. Documented
semantics: status-wins + link-after-commit is legal under the
invariant "no open children EXIST AT THE MOMENT of transition" —
the post-condition variant ("no open child may EVER attach to a
terminal parent") is intentionally deferred.

P1 — MoveItem bypass closed. New MoveItemWithPreCheck mirrors
UpdateItemWithPreCheck — acquires workspace seq lock + parent-children
locks, re-reads in tx, runs caller precheck. handleMoveItem builds
the same guard closure using the DESTINATION schema for done-field
resolution (conservative — honors the schema the item moves INTO).
CLI gains `pad item move --force`, client gains MoveItemWithForce
that appends `?force=true` to the move endpoint. MCP catalog +
mapItemMove forward `force` through the route mapper. Tests:
TestOpenChildrenGuard_MoveItem_RejectsTerminalWithOpenChildren and
…_ForceOverrides.

P2 — pre-tx field-read TOCTOU. UpdateItemWithPreCheck and
MoveItemWithPreCheck now re-read the item via new getItemTx INSIDE
the tx (after locks) and pass that fresh snapshot to the precheck
closure; the precheck classifies the transition against the in-tx
view, not the handler-side pre-tx capture. Handler precheck closure
swaps `currentFieldsJS` from the in-tx snapshot. Test:
TestOpenChildrenGuard_PrecheckReadsInTxSnapshot stages a between-load
status mutation and asserts the precheck observes the post-mutation
fields.

P2 — bulk-update carries structured errors. cmd/pad/main.go's
updateFailure struct extended with Code + Details
(json.RawMessage). When client.UpdateItem returns *cli.APIError, the
row preserves the structured envelope. Human-text output also
renders the open-children list inline. Chose JSON-envelope route
over per-row stderr markers because bulk-update already produces a
structured envelope and ExecDispatcher returns stdout verbatim on
exit-0 — no classifier change needed. Test:
TestBulkUpdateStructuredFailuresCarryOpenChildrenDetails confirms
the wire shape the CLI lifts.

P3 — marker hardening. Marker bumped to versioned form
`pad-structured-error/v1:` (was `pad-error:`). cli.StructuredErrorMarker
+ mcp.structuredErrorMarker kept in lockstep with cross-references.
mcp.allowedStructuredErrorCodes whitelists known codes (currently
just open_children); unknown codes fall back to regex classification.
Marker must start the line after whitespace trim (embedded markers
ignored). Last-marker-wins to defeat pre-emption attacks. Tests:
TestClassifyExecError_{UnknownStructuredCode,OldMarkerVersion,
MarkerEmbeddedMidLine,LastMarker}.

P3 — soft-deleted collection schemas honored. New GetCollectionAnyState
mirrors childrenDoneFiltersForParent's inclusion rule; guard uses it
so a child still attached to a soft-deleted collection is evaluated
against ITS schema (custom terminal_options) instead of the default-
status fallback (which would mis-classify and false-block). Test:
TestOpenChildrenGuard_SoftDeletedCollectionSchemaHonored seeds a
custom collection, soft-deletes it while a child remains, and
asserts the terminal status is correctly recognized.

Comprehensive store-mutation audit results recorded in the PR
description (every method touching items.fields / items.collection_id
or item_links).

* fix(server): open-children guard round 4 — multi-parent locks, enum parity, PATCH atomicity (IDEA-1494)

Four Codex round-3 (blast-radius lens) findings, each fixed with the
recommended shape.

P1 — multi-parent lock set. acquireParentChildrenLocksForUpdate and
RestoreItem previously used `LIMIT 1` against item_links, so a child
with BOTH a `parent` link to P1 AND an `implements` link to P2 only
locked one of them. The other parent's open-children precheck could
race against the child's status flip and miss it.

Fix: new listParentChildLockKeys helper runs the same query
GetChildItems' inclusion rule uses (childLinkTypes), returns ALL
distinct parent target_ids, and feeds them into the canonical
multi-lock helper. Both UpdateItemWithPreCheck and RestoreItem now
acquire locks on {self} ∪ {all-parents-via-childLinkTypes}. Test:
TestOpenChildrenGuard_MultiParentChildLocksAll races a child status
flip against terminal-updates on both parents simultaneously.

P2 — lock-order asymmetry. The pre-fix codebase had multiple lock-
acquisition shapes: parent-then-self in acquireParentChildrenLocksForUpdate,
single-key in RestoreItem / CreateItemLink / DeleteItemLink /
ClearParentLink, and a sorted multi-key in SetParentLink. Two
concurrent callers using different ad-hoc orderings could AB/BA
deadlock.

Fix: removed the per-call-site AcquireParentChildrenLock helper
entirely. Every site now goes through AcquireParentChildrenLocks
(the canonical sorted multi-lock helper) — including ones that need
only one ID (the variadic call still sorts a one-element slice).
The helper's doc comment explicitly states the contract: "Ad-hoc
single-key acquisition outside this helper is FORBIDDEN — two call
sites taking distinct keys in different orders WILL deadlock."
Test: TestOpenChildrenGuard_NoDeadlockUnderReverseOrderConcurrency
runs reverse-order re-parents with a 5-second timeout; assertion
fails on hang.

P2 — HTTP/stdio code-surface parity. Round 2's HTTP pass-through
("any non-conflict upstream code") silently widened the ErrorCode
enum beyond stdio's allow-list (`open_children` only). Agents saw
different code surfaces depending on which dispatcher delivered
the response.

Fix: HTTP 409 branch in classifyHTTPStatusKind now consults the
same allowedStructuredErrorCodes whitelist stdio does. Codes
outside the set collapse to ErrConflict (no details), matching
what stdio does for an unknown-code structured marker. Doc on
allowedStructuredErrorCodes updated to make the dual-consumer
contract explicit: "Adding a new structured code is a TWO-WAY
change." Tests:
TestClassifyHTTPStatus_UnknownConflictCodeFallsBackToErrConflict
and TestStructuredErrorCodeParityAcrossTransports.

P3 — PATCH atomicity. A combined PATCH with `parent` + `status=terminal`
on an item with open children used to commit the parent-link change
INLINE (before the guard ran) and then reject the field write.
Caller saw 409 but the parent had already moved.

Fix: parent-link mutation is now DEFERRED — captured into outer-
scope vars during fields validation, executed AFTER
UpdateItemWithPreCheck succeeds. A guard rejection returns before
the link write block, so on rejection the link is untouched.
Documented choice: "reorder, don't tx-wrap" — wrapping SetParentLink
into the same store tx would require threading a *sql.Tx through
the SetParentLink API (which is also called from the
handler_item_links path); reordering is the smaller surgery and
gives the correct outcome on the failure direction. A residual
window remains in the OTHER direction (field write commits, link
write fails) — not made worse by the reorder, and called out
inline for a future tx-wrap pass.

Test: TestOpenChildrenGuard_PatchAtomicRejectionPreservesParentLink
sets up target → oldParent → openChild, sends PATCH {parent=newParent,
status=completed}, asserts 409 AND target.parent_link still points
at oldParent.

* fix(server): open-children guard — emit details.open_children as [] not null on hidden-only rejection (IDEA-1494)
2026-05-17 00:15:52 -04:00
xarmian 8094883869 feat(links): cross-workspace wiki-link resolution (IDEA-1492) (#568)
* feat(links): cross-workspace wiki-link resolution (IDEA-1492)

Adds [[workspace::REF]] and [[workspace::REF|Display]] wiki-link syntax
that resolves cross-workspace, plus a Go route GET
/{username}/{workspace}/ref/{REF} that 302-redirects to the canonical
item URL. 404 leaks no info about workspace existence — malformed refs
short-circuit before the workspace lookup, and access-denied returns 404
not 403.

Frontend (web/src/lib/utils/markdown.ts):
- renderMarkdown recognizes the workspace-prefix form and emits
  cross-workspace anchors (class doc-link cross-workspace) pointing at
  the resolver route. Same-workspace prefix is stripped and behaves
  identically to the legacy [[REF]] form.
- wikiLinksToMarkdown emits the resolver URL for cross-workspace storage
  and same-workspace items resolve through the in-memory list.
- markdownToWikiLinks rolls /<user?>/<ws>/ref/<REF> URLs back to
  [[workspace::REF]] (or |Display when display text differs from the
  ref). Legacy same-workspace round-trip is preserved.

Backend (internal/server/handlers_ref_resolver.go):
- Validates the ref shape before the DB hit (no oracle).
- Reuses resolveWorkspace + GetItemByRef for ACL + lookup.
- refResolverItemVisible mirrors requireItemVisible without depending
  on RequireWorkspaceAccess middleware (this route is reachable
  outside the workspace-scoped route group).
- Redirect target matches itemUrlId() so the post-redirect URL is
  indistinguishable from a direct in-app navigation.

Tests: 302 success, 404 unknown-workspace, 404 unknown-ref, 404 on a
matrix of malformed refs (including url-encoded traversal). The
no-access matrix is partially covered — the existing test surface
doesn't compose a multi-user ACL fixture, so production-grade
"member of A probes B" is gated by the real auth middleware stack and
documented in TestRefResolver_NoAccess_DocumentsPreSetupBypass.

* fix(links): codex round-1 fixes for cross-workspace resolver (IDEA-1492)

P1.1 — Reserve "ref" as a collection slug. A collection slug of "ref"
would shadow every item URL under the resolver's /{u}/{ws}/ref/...
route. Added to reservedCollectionSlugs in internal/store/collections.go
so it auto-suffixes to "ref-collection", matching the existing
treatment of settings/activity/roles/etc.

P1.2 — Extract checkItemVisible as a context-free helper. The previous
refResolverItemVisible silently diverged from requireItemVisible by
ignoring direct collection grants and member_collection_access for
restricted members — a member with "specific" access on collection A
plus a direct grant on collection B would 404 through the resolver
even though they could see the item via the API. checkItemVisible now
replays the same rules requireItemVisible inlined; requireItemVisible
is now a thin wrapper, and the resolver derives its workspace role via
resolverWorkspaceRole and delegates to checkItemVisible. Drift between
the two paths is structurally impossible.

P2.1 — Cross-workspace round-trip preserves explicit display overrides.
The strip condition was `displayText === ref`, which would drop the
override on [[other::TASK-1|TASK-1]] — then re-rendering would emit
the default `other::TASK-1` and silently change visible link text.
Fixed: only strip when displayText matches the actual render default
`${ws}::${ref}`.

P2.2 — Two-segment route /{workspace}/ref/{REF}. TimelineCommentCard
and CommentThread call renderMarkdown without a username, so links in
timeline comments emit the two-segment href shape. Registered the
shorter route against the same handler; when the URL-path username is
absent the handler falls back to the workspace owner's username via a
new resolverOwnerUsername helper.

Sanity sweep:
- Dropped refItoa wrapper; use strconv.Itoa directly. The non-test
  `itoa` collision was a test-only `itoa` in handlers_admin_users_test.go,
  not a real symbol in non-test builds.
- Removed encodeURIComponent on workspace + ref in renderMarkdown.
  parseCrossWorkspaceBody validates both against URL-safe regexes, and
  wikiLinksToMarkdown doesn't encode — both functions now emit
  identical bytes.

Tests:
- TestRefResolver_RejectsRefAsCollectionSlug — pins the reservation.
- TestRefResolver_TwoSegmentRouteResolves — both URL shapes resolve;
  two-seg synthesizes the owner username.
- TestRefResolver_RestrictedMemberWithCollectionGrant — the
  codex-flagged ACL case (restricted member + collection grant on a
  different collection) now resolves to 302, not 404. Frontend test
  for the round-trip override fix is documented as a gap (no vitest
  infra in the repo).

* fix(links): codex round-2 fixes for cross-workspace resolver (IDEA-1492)

P1.1 — Tokenized roles bypass user-nil check. Pre-fix, checkItemVisible
rejected (nil user, "editor") tuples — exactly what RequireWorkspaceAccess
synthesizes for legacy workspace-scoped API tokens — false-404'ing every
requireItemVisible-gated handler hit by those tokens. Reordered the
checkItemVisible rules so any tokenized role (owner / editor) bypasses
the user-nil guard. checkItemVisible regression test (no HTTP layer)
pins the bypass.

P1.2 — System collections folded into item-grants branch. The pre-round-1
guestResourceFilterCore unioned ListSystemCollectionIDs into the
fullCollIDs set; the round-1 refactor dropped that union, so a
restricted member with conventions/playbooks (system collection) access
plus an unrelated item grant could LIST system items but 404 on
detail-fetch / ref-resolve. Restored the union inside checkItemVisible's
item-grants branch (non-guest path only — matches the original
guestResourceFilterCore semantics).

P1.3 — Empty owner-username 404s instead of emitting broken redirect.
When the workspace owner has no username on file (pre-setup ownerless
workspaces, legacy accounts), the synthesized redirect target became
`"/" + "" + "/" + slug + ...` → `//slug/...` — a protocol-relative URL
browsers interpret as a network-path reference. Now 404s via
refResolverNotFound rather than emitting the malformed Location header.

P1.4 — URL shape changed to /-/r/{workspace}/{ref} (Option B). Pre-fix,
the resolver lived at /{username}/{workspace}/ref/{ref}, which would
intercept item URLs in workspaces with pre-existing `ref`-slugged
collections (upgraded data; the round-1 reservation only blocks NEW
creates). Picked Option B over a migration because the feature is
unshipped, the new shape is more defensive (no future risk under any
collection slug), and the only cost is the frontend emit-shape change.
The leading `/-/r/` prefix can never collide with a user-namespace URL
because username + slug grammar both require letter-led. Frontend
renderMarkdown, wikiLinksToMarkdown, and markdownToWikiLinks all emit
and parse the new shape; the round-1 collection-slug reservation stays
as defense in depth.

Tests:
- TestCheckItemVisible_TokenizedRoleAllowsNilUser — P1.1 regression.
- TestRefResolver_RestrictedMemberWithSystemCollection — P1.2 regression.
- TestRefResolver_PreSetupBypass — P1.3 (ownerless workspace returns
  404, not a broken `//slug/...` redirect).
- TestRefResolver_URLShapeNonOverlap — P1.4 (resolver doesn't intercept
  `/{user}/{ws}/ref/{slug}` URLs).
- Existing TestRefResolver_* updated to the /-/r/ shape; the previous
  two-segment fallback test is removed (the new URL shape has no
  username component, so there's no two-segment vs three-segment
  distinction to test).

* fix(links): scope round-2 bypass to nil user (Codex round-3 P1)

Round-2's checkItemVisible bypass for role in {"owner", "editor"} fired
unconditionally, including for real authenticated members. Result: a
member with workspace role "editor" and collection_access="specific"
short-circuited the per-collection filter — they could GET/PATCH/DELETE
items in collections their member_collection_access list excluded.

Scoped the bypass to the tokenized-nil-user case only:

    if user == nil && (role == "owner" || role == "editor")

This is the exact set the bypass was supposed to address — fresh-install
mode (UserCount==0, role="owner") and legacy workspace-scoped API
tokens (tokenWorkspaceID matches, role="editor"). Both paths set
currentUser to nil; both are authorized by RequireWorkspaceAccess
before checkItemVisible runs.

Real authenticated members with the same roles now correctly fall
through to the existing per-collection visibility filter. Workspace
owners with default access still pass via the rule-4 "all access"
short-circuit (member.CollectionAccess == "all"); restricted editors
are now gated as intended.

Updated the rule-1 doc comment to make the scope-to-nil-user discipline
explicit — the prior wording conflated the tokenized and authenticated
paths, which is what led to the over-broad bypass.

Test: TestCheckItemVisible_AuthenticatedEditorWithRestrictedAccess
seeds a real editor with collection_access="specific" granting only
collection A, asserts visibility on a collection-B item returns false,
and adds a sanity assertion that the same editor sees collection-A
items. The existing TestCheckItemVisible_TokenizedRoleAllowsNilUser
still passes — it covers the (nil, "editor") tuple the corrected
bypass still allows.

Direct callers of checkItemVisible (grep): only requireItemVisible
(server.go) and resolverItemVisible (handlers_ref_resolver.go). Both
pass real (user, role) from request context, so the narrower scope
doesn't break any prior-green path.

* fix(links): allow digit-leading workspace slugs in xw wiki-links

Frontend WORKSPACE_SLUG_PATTERN was tighter than store.slugify (the
canonical rule): slugify keeps digit-leading inputs (e.g. "2026
Roadmap" → "2026-roadmap") but the frontend regex rejected them. Effect:
`[[2026-roadmap::TASK-1]]` fell through as a legacy title link, and
`/-/r/2026-roadmap/TASK-1` URLs didn't round-trip back to wiki syntax.

Two regex hunks, no behavior change beyond accepting the digit-led
case:

- WORKSPACE_SLUG_PATTERN: ^[a-z][a-z0-9-]*$ → ^[a-z0-9][a-z0-9-]*$
- markdownToWikiLinks reverse-regex workspace class: same widening

Stale doc-comment citing the old pattern updated to match.

Collection-slug grammar stays letter-led (the upstream rule differs;
only workspace slugs accept digit-led). Only functional consumer of
WORKSPACE_SLUG_PATTERN is parseCrossWorkspaceBody, which uses the
match boolean — no other downstream code relied on the leading-letter
constraint (Codex round-4).
2026-05-16 18:20:17 -04:00
xarmian ec71903be7 feat(store): JSONB NOT NULL hardening on items/views + handler shape validation (IDEA-1486+1488) (#566)
* feat(store): NOT NULL hardening on items.fields/tags + views.config (IDEA-1486)

Paired ship of IDEA-1486 (sibling-table JSONB NOT NULL hardening) and
IDEA-1488 (handler-layer shape validation for ViewUpdate/CollectionUpdate).
Generalizes the IDEA-1484 / collections.settings precedent (PR #562) to the
remaining nullable JSON columns and closes the shape-validation gap that
NOT NULL alone doesn't cover.

Schema layer (IDEA-1486 floor):
- migrations/056_items_jsonb_not_null.sql: rebuild items with
  fields TEXT NOT NULL DEFAULT '{}' and tags TEXT NOT NULL DEFAULT '[]',
  preserving all 7 indexes, recreating the 3 items_fts triggers, and
  rebuilding the FTS5 index. Foreign-keys-off / on bookends are lifted
  outside the IDEA-1485 atomic-tx wrapper.
- migrations/057_views_config_not_null.sql: rebuild views with
  config TEXT NOT NULL DEFAULT '{}'.
- pgmigrations/035 + 036: SET NOT NULL + SET DEFAULT on the three JSONB
  columns. Split per-table to mirror the SQLite per-table file granularity.

Store layer (IDEA-1486 floor):
- items.go UpdateItem and views.go UpdateView normalize "" -> "{}" / "[]"
  before writing. Same boundary pattern as CreateItem and the IDEA-1484
  precedent at collections.go:248.
- export.go ImportWorkspace coerces empty-string AND malformed JSON at
  import time on items.fields, items.tags, and collections.settings.
  Malformed input is coerce-and-log via slog.Warn (length only, never raw
  value) so legacy bundles don't fail-stop on one bad row.
- remapFieldIDs early-returns "{}" on empty input so the second-pass
  UPDATE can't write "" verbatim.
- Migrated the existing fmt.Printf at export.go:329 to slog.Warn for
  consistency.

Handler layer (IDEA-1488 ceiling):
- ViewCreate / ViewUpdate UnmarshalJSON via flexJSONToString with new
  ErrInvalidConfigType sentinel.
- CollectionCreate / CollectionUpdate UnmarshalJSON with new
  ErrInvalidSettingsType sentinel.
- handlers_views.go and handlers_collections.go surface both sentinels
  as 400 with the domain-level message (mirrors the BUG-1144 precedent at
  handlers_items.go:641).

Tests:
- internal/store/items_views_jsonb_test.go: store-coercion + import
  coercion + log-and-coerce-on-malformed + SQLite schema introspection
  (7 indexes + 3 FTS triggers + items_fts virtual table survival) +
  Postgres NOT NULL enforcement + migration re-apply idempotency +
  item_links round-trip after rebuild.
- internal/server/handlers_views_collections_jsonb_test.go: PATCH/POST
  flexible-shape coverage for views.config and collections.settings,
  including domain-level 400 message assertions that the response does
  not leak Go unmarshal internals.

Refs: IDEA-1486, IDEA-1488, IDEA-1484 (precedent), IDEA-1485 (substrate).

* fix(store,models): codex R1 follow-ups for IDEA-1486 / IDEA-1488

Three concrete defects surfaced by codex R1 against the initial paired
ship. All three close holes that defeated parts of the original contract.

P1.1: migration 056 missed the playbook invocation_slug unique index.
- migrations/056_items_jsonb_not_null.sql: recreate the partial UNIQUE
  index idx_items_invocation_slug_per_collection from migration 054
  verbatim after the other 7 indexes. Without it, the application-layer
  pre-check in handlers_items.go:checkUniqueFields would be a TOCTOU
  race with no DB-level guard — the original index that 054 explicitly
  added as the actual uniqueness backstop would be silently dropped
  during the items rebuild.
- items_views_jsonb_test.go: the schema-introspection test now asserts
  8 indexes, not 7. Verified via `grep -rn "ON items(" migrations/`
  that no other items-touching indexes were missed.

P1.2: flexJSONToString didn't validate inner content of JSON-encoded
strings. Pre-fix, `{"config": "[]"}` / `{"settings": "not json"}` /
`{"fields": "[]"}` / `{"tags": "{}"}` slipped past the shape validators
because the `case '"'` branch unmarshalled the envelope and returned
the inner string verbatim — bypassing the whole point of IDEA-1488.
- models/item.go: after unmarshalling the JSON-encoded string, validate
  that the trimmed inner content's first byte matches expectedStart
  ('{' / '[') AND parses as JSON. Empty inner strings still pass
  through to the store-layer empty-string coercion (IDEA-1486 floor),
  so legacy "" → default normalization is preserved.
- The pre-existing ItemUpdate fields/tags path inherits the same
  tightening because it routes through this helper — covered by new
  test file handlers_items_jsonb_inner_shape_test.go.
- Parallel handler tests for views.config and collections.settings
  added to handlers_views_collections_jsonb_test.go.

P2: coerceJSONForImport accepted JSON null as well-formed.
- store/export.go: json.Unmarshal("null", &m) returns err=nil with m
  staying nil; the prior code returned the raw "null" string verbatim,
  which lands as JSONB null on Postgres (satisfies NOT NULL since SQL
  NULL ≠ JSONB null) or text "null" on SQLite. The non-nil check on
  the unmarshalled value routes JSON null to the existing
  log-and-coerce path with the rest of the malformed shapes.
- items_views_jsonb_test.go: extended import test with an item
  carrying fields=null / tags=null; expects both coerced to "{}" /
  "[]" and the structured slog.Warn emitted.

Verified: make test (SQLite) and the full ./... suite against the
existing port-5445 Postgres container both pass cleanly.

Refs: IDEA-1486, IDEA-1488, codex R1 review.

* fix(store,server): codex R2 follow-ups for IDEA-1486 / IDEA-1488

Two defects surfaced by codex R2. P1 is a real ship-breaker; P2 closes
a parity gap that R1 missed.

P1: migration backfill normalized only SQL NULL, not malformed/wrong-
shape JSON.

The four new migrations originally wrote `WHERE x IS NULL`. Rows with
fields = '' / 'null' / '[]' / 'not json' all survived the filter, then
violated the post-migration NOT NULL+shape contract. Concrete ship-
breaker on SQLite: 056 recreates the partial UNIQUE index on
json_extract(fields, '$.invocation_slug') from migration 054, and
json_extract errors on rows whose fields fails json_valid — a single
bad row breaks CREATE INDEX mid-migration. Toggle-verified: with the
NULL-only WHERE, the new SQLite test fails at exactly that CREATE
INDEX with "SQL logic error: malformed JSON (1)".

Widened the backfill clauses:
- migrations/056: UPDATE items WHERE fields IS NULL OR json_valid(fields)=0
  OR json_type(fields)!='object' (same trio for tags with 'array').
- migrations/057: same trio for views.config.
- pgmigrations/035: WHERE fields IS NULL OR jsonb_typeof(fields)!='object'.
  JSONB rejects invalid JSON on write so the json_valid leg isn't
  needed on Postgres; only the shape check matters.
- pgmigrations/036: same shape check on views.config.

Regression tests in internal/store/items_views_jsonb_test.go:
- TestItemsViewsJSONB_SQLiteBackfillRepairsMalformedShapes: applies
  migrations through 053 (skipping 054 which would itself error on
  malformed rows), seeds every observable shape pathology — SQL NULL,
  empty string, JSON null literal, wrong-shape JSON, non-JSON garbage —
  then applies 055/056/057. Asserts every malformed row is repaired AND
  the partial UNIQUE index actually fires on duplicate invocation_slug
  post-rebuild (proving the CREATE INDEX path executed end-to-end).
- TestItemsViewsJSONB_PostgresBackfillRepairsMalformedShapes: parallel
  Postgres coverage; seeds JSONB null / array / primitive via direct
  ::jsonb cast and asserts the widened WHERE clause repairs each.

P2: handleCreateItem didn't unwrap ErrInvalidFieldsType/ErrInvalidTagsType.

R1's flexJSONToString tightening propagated the sentinels through every
UnmarshalJSON path, but handleCreateItem (POST /items) still returned
'invalid JSON: <wrapped>' from decodeJSON. PATCH and the view/collection
POST/PATCH handlers already unwrapped — POST was the outlier.

- internal/server/handlers_items.go: mirror the PATCH-side errors.Is
  handling at the POST path. Brief, three-line diff.
- handlers_items_jsonb_inner_shape_test.go: new TestCreateItem_
  JSONEncodedStringInnerShapeValidated covers POST with fields=`[]`,
  fields=42, tags=`{}`, tags={"x":1}, plus a valid positive control.
  Asserts no "invalid JSON:" wrapper and presence of the sentinel
  message verbatim.

Backfill-pattern audit (codex R2's grep prompt): only 055 / pg-034
(collections.settings, already shipped) exhibits the same NULL-only
WHERE gap. Per the brief: NOT touched — retroactive repair belongs to
a separate IDEA. Other NULL-only backfills (043/pg-023's
oauth_providers, 044/pg-024's expires_at) handle their respective
shapes correctly or aren't JSON columns.

Verified: make test (SQLite) clean. Full ./... suite against the
existing port-5445 Postgres container clean (one unrelated flake in
internal/collab passed on rerun).

Refs: IDEA-1486, IDEA-1488, codex R2 review.
2026-05-16 10:15:59 -04:00
xarmian e621eacb9b feat(server): POST /api/v1/import/url endpoint + integration tests (TASK-1472) (#556)
Wires internal/urlimport into the API: Fetcher → Detect → converters.
Side-effect-free; the editor's "Insert from URL" modal owns any item
mutation (TASK-1474).

Endpoint:
- POST /api/v1/import/url, body {"url"}, response {markdown,
  detected_type, title?, source_url, fetched_at, content_type}.
- Status mapping: 400 invalid URL / SSRF / malformed body; 502 upstream
  failure (incl. size cap); 504 fetch timeout; 422 conversion failure.
- Swagger 2.0 fallback: detected as "openapi" by the sniffer but
  rejected by ConvertOpenAPI → falls through to ConvertGeneric and
  re-classifies the response as "generic" so the UI shows the right
  affordance.
- 30s wall-clock budget on the whole pipeline via context.WithTimeout
  (Fetcher's own timeout is the HTTP-level cap).

Package-level Fetcher is memoized via the existing sync.Once-cached
safe transport (shared keep-alive pool, no per-request leak). The
handler skips the pre-flight ValidateURL when the package fetcher
has AllowLocal=true so tests can swap in a loopback-friendly fetcher
without bypassing the production guard.

Integration tests (handlers_import_test.go):
- HTML happy path (httptest upstream, asserts detected_type/title/
  source_url/fetched_at/content_type all wired up).
- OpenAPI 3.x happy path (inline YAML upstream, asserts ConvertOpenAPI
  was invoked and detected_type=openapi).
- Swagger 2.0 fallback (asserts detected_type re-classified to
  generic, markdown non-empty).
- SSRF rejection (default fetcher, loopback URL → 400 mentioning
  "private"/"reserved").
- file:// scheme rejected (400).
- Missing/malformed body rejected (400).
- Upstream 5xx surfaces as 502.
- Size cap exceeded surfaces as 502.
- No-side-effects check: item count unchanged before/after import.

Parent: PLAN-1467.
2026-05-15 00:36:41 -04:00
xarmian 38aa872864 fix(fields,activity): debounce typed-input field saves + collapse same-field activity runs (BUG-1466) (#549)
* fix(web): debounce typed-input field saves to stop per-keystroke activity rows (BUG-1466)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Per Codex review round 4.
2026-05-14 22:10:12 -04:00
xarmian 088ba2f839 fix(mcp): raise MCP per-token burst + classify 429 as ErrRateLimited (BUG-1430) (#546)
* fix(mcp): raise MCP per-token burst + classify 429 as ErrRateLimited (BUG-1430)

BUG-1409 reported an agent hitting "Pad backend 500s on parallel writes"
during workspace onboarding via remote MCP on Pad Cloud. Triage split
that umbrella into three children; this PR addresses BUG-1430 (the
parallel-writes symptom).

Root cause investigation showed the underlying write path is fine —
local SQLite handled 24 parallel item-create POSTs cleanly (busy_timeout
+ BEGIN IMMEDIATE + WAL serialize writers without errors). The most
plausible cause of the agent's "500 on parallel writes" report is the
MCP per-token rate limiter (burst 20, 60/min) rejecting requests 21-24
of an onboarding burst with HTTP 429, which the dispatcher's classifier
then collapsed into a generic ErrServerError envelope.

Changes:

- middleware_ratelimit.go: MCPPerToken burst 20 → 60. Sustained rate
  unchanged at 60/min/token. Matches the general API limiter's burst-60
  per-user cap so the MCP path no longer imposes a tighter ceiling than
  the equivalent /api/v1 path. Comment expanded to record the rationale.

- internal/mcp/errors.go: add ErrRateLimited error code and an explicit
  case http.StatusTooManyRequests in classifyHTTPStatusKind. 429s now
  surface as a first-class rate-limited envelope with an actionable hint
  pointing at Retry-After and the per-token cap, instead of landing in
  the generic ErrServerError "other 4xx" bucket. Agents implementing
  exponential backoff can switch on code without parsing free-form text.

- handlers_cloud.go: add slog.Error instrumentation to enforcePlanLimit
  and enforceUserPlanLimit error paths. These are cloud-mode-only 500
  candidates we couldn't exercise locally (local dev runs cloudMode=false);
  the structured logs give operators a grep-able tag the next time the
  symptom surfaces on real Pad Cloud, so we can rule the path in or out
  empirically without another investigation pass.

- tests: bump iteration counts past the new burst (20 → 60), add 429
  case to classifyHTTPStatus code-mapping table + envelope hint-shape
  table.

Investigation context (full triage in BUG-1430):
- ../pad-cloud sidecar is NOT in the /api/v1 or /mcp request path
  (nginx-router proxies those directly to pad backend).
- featureCount + advisory-lock contention on Postgres remain plausible
  500 candidates under heavy bursts; the new logging is intended to
  catch those if they fire.

Siblings BUG-1431 (status field placement) and BUG-1432 (tags field)
are tracked separately and not addressed here.

* fix(mcp): drop hardcoded cap from rate-limit hint per Codex review (round 1)

Codex round 1 [P2] caught that rateLimitHintFor's "the per-token cap is
60 req/min with a burst of 60" text was misleading: classifyHTTPStatusKind
handles 429s from the dispatcher's SYNTHESIZED /api/v1/... requests, which
come from the general API limiter (600/min, burst 60), the Search limiter
(30/min, burst 10), and potentially others — NOT the MCP per-token
limiter (which fires before the dispatcher runs and so never lands in
this classifier path).

Generalize the hint: point at Retry-After (which carries the correct
limiter-specific wait) and drop the cap from prose. Update the matching
test assertion to assert the generic shape ("burst-heavy" instead of
"60 req/min").
2026-05-14 15:45:51 -04:00
xarmian d18a5d8140 refactor(bootstrap): omit redundant schema labels + omitempty sort_order (TASK-1424) (#543)
Two small additive trims to the BootstrapCollection projection
introduced in TASK-1412.

## 1. Omit redundant schema `label` when label == TitleCase(key)

A schema field's `label` is auto-fillable from its `key` (the CLI
and the MCP-side CreateCollection helper both apply
TitleCase(key) when label is empty — see titleCaseLabel in
internal/mcp/dispatch_http_routes.go). When the persisted label
matches that rule, it's redundant — the agent can reconstruct it
from the key. Examples on docapp:

  - {"key":"status",   "label":"Status"}   ← redundant
  - {"key":"due_date", "label":"Due Date"} ← redundant
  - {"key":"trigger",  "label":"When"}     ← CUSTOM, preserved

Implementation: projectBootstrapCollection now passes the schema
bytes through trimRedundantSchemaLabels, which:

  1. Unmarshals into a parallel bootstrapSchema/bootstrapFieldDef
     struct purpose-built for the bootstrap shape.
  2. Walks fields, clears any Label that equals TitleCase(Key).
  3. Re-marshals — `omitempty` on bootstrapFieldDef.Label drops
     the empty-string labels from the output.

Field ordering is preserved by struct-based marshalling.

## 2. Omitempty on BootstrapCollection.SortOrder

`sort_order` defaults to 0. Most collections never get an explicit
non-zero sort_order, so the field carried "sort_order":0 per entry
needlessly. Added ,omitempty to the struct tag.

## Drift detection

bootstrapFieldDef mirrors models.FieldDef field-for-field with two
deliberate differences: `Label` is omitempty, and `Default` is
json.RawMessage (so any default value round-trips verbatim
without re-parsing). The risk: if models.FieldDef gains a new
field, bootstrapFieldDef silently loses it from the bootstrap
schema response.

TestBootstrapFieldDefMirrorsModelsFieldDef catches this via
reflection — compares NumField + per-field JSON tags + has an
explicit allow-list for the Label tag delta. A new field added to
models.FieldDef without mirroring here fails the test with a
field-name-pointed error message.

## Test coverage

  - TestBootstrapFieldDefMirrorsModelsFieldDef — drift detector.
  - TestTrimRedundantSchemaLabels (4 subtests):
    * drops-redundant-labels
    * preserves-custom-labels (key="trigger", label="When" stays)
    * multi-word-keys-titlecase-correctly (due_date → Due Date)
    * malformed-schema-returns-raw (defensive: never block on parse error)
  - Existing TestBootstrapSizeBudget shows fixture collections
    section drop: 3,979 → 3,532 bytes (-11.2%).

## Measurements

Fixture (TestBootstrapSizeBudget): 7,823 → 7,376 bytes (-447 b / -5.7%).
Collections section alone: 3,979 → 3,532 bytes (-447 b / -11.2%) —
all of the win is concentrated in schema bytes via the label trim.

Live docapp expected savings: 9,384 → ~8,400 bytes (~10% drop on
collections), totaling roughly 600-900 b additional reduction on
the bootstrap response.

## Out of scope

- ToolSurfaceVersion 0.3 → 0.4 bump — TASK-1418 (the FINAL PR in
  PLAN-1410). This is the last shape PR; TASK-1418 is now unblocked.

Parent: PLAN-1410. With this merged, PLAN-1410's bootstrap-shape
work is complete; only the contractual v0.4 announcement remains.
2026-05-13 17:34:57 -04:00
xarmian ad87b960d7 refactor(bootstrap): slim Roles projection (BootstrapRole struct) (TASK-1423) (#542)
Same drop-pattern as TASK-1412's BootstrapCollection applied to the
bootstrap response's `roles` section.

## Struct + helper

New BootstrapRole struct purpose-built for the bootstrap response:

  - Keeps: slug, name, description, icon, sort_order, item_count
  - Drops: id, workspace_id, tools, created_at, updated_at

The `tools` field has no consumer outside the store CRUD
(grep confirms — only referenced in internal/store/agent_roles.go);
docapp has it set to "" on all three roles in practice. If it ever
becomes load-bearing for the agent, it can be added back.

New projectBootstrapRole(models.AgentRole) helper mirrors
projectBootstrapCollection.

## BuildAgentBootstrap reorder

Roles projection now happens AFTER the role-count recompute for
restricted callers (which keys lookups by AgentRole.ID, which the
projection drops). Same reorder pattern as TASK-1412's collections
refactor — the local `roles` slice stays in models.AgentRole shape
through the count recompute, then projects in a final pass alongside
the collections projection.

## Tests

New TestBootstrapRoleProjection seeds one role via the agent-roles
endpoint and verifies the wire shape:

  - Positive: slug/name/description/item_count are present and correct.
  - Negative: id/workspace_id/tools/created_at/updated_at are NOT
    present in the marshalled JSON.

The negative check is the load-bearing part — without it, a future
refactor that "fixes" the projection by re-adding a UUID would pass
the positive assertions silently. Mirrors
TestBootstrapEmptyArraysNotNull's pattern for the recent_activity dedup.

Existing TestBootstrapEmptyWorkspace and TestBootstrapEmptyArraysNotNull
still pass — their `b.Roles != nil` and `roles != null` checks work
at slice-level regardless of element type.

## Measurements

Fixture (TestBootstrapSizeBudget) unchanged at 7,823 bytes — the
fixture seeds 0 roles so the projection change doesn't affect the
size budget (roles section was already at 2 bytes "[]").

Live docapp measurement deferred until make install — expected
savings: roles section was 1,066 bytes for 3 roles; drop is
~30-40% (~350 b) of that section.

## Out of scope

- Schema label + sort_order trim — TASK-1424.
- ToolSurfaceVersion 0.3 → 0.4 — TASK-1418 (final PR).

Parent: PLAN-1410.
2026-05-13 17:22:18 -04:00
xarmian aaa581b105 refactor(bootstrap): extend dashboard caps to active_items/active_plans/by_role (TASK-1422) (#541)
* refactor(bootstrap): extend dashboard caps to active_items/active_plans/by_role/suggested_next (TASK-1422)

Implements IDEA-1421 (absorbed into PLAN-1410's v0.4 envelope). Extends
the BootstrapDashboard wrapper from TASK-1413 to cap four more
dashboard sub-arrays with parallel overflow counts, same shape and
semantics as the existing attention/recent_activity caps.

## Struct + caps

Four new int fields on BootstrapDashboard (all `,omitempty`):

  - active_items_overflow_count
  - active_plans_overflow_count
  - by_role_overflow_count
  - suggested_next_overflow_count

Four new cap constants alongside the existing two:

  - bootstrapActiveItemsCap   = 5
  - bootstrapActivePlansCap   = 5
  - bootstrapByRoleCap        = 5
  - bootstrapSuggestedNextCap = 5

capBootstrapDashboard extended with four parallel truncate-and-count
blocks — same shallow-copy mutation pattern, source pointer
untouched (the dashboard endpoint still returns its full-length
arrays per its own contract).

## Tests

TestCapBootstrapDashboard rewritten to cover all six caps under one
contract. `mk` now takes a `dashCounts` struct (Att/Rec/Items/Plans/
Role/Sugg) so each subtest exercises specific caps without populating
the others. Each of the four existing subtests (under-cap-no-overflow,
over-cap-truncates-and-counts-overflow, source-pointer-unchanged,
exact-cap-no-overflow) now asserts the new caps too. Added tiny
assertLen/assertOverflow helpers to keep the per-array assertion
noise from drowning the contract being tested.

bootstrapSectionBytes extended to surface the four new cap-effect
lines when triggered, table-driven so future caps drop in cleanly.

seedBootstrapSizeFixture updated to seed 6 in_progress tasks (was 5
open) so the new active_items cap fires visibly in the per-section
breakdown: "active_items capped: 5 shown, 1 overflow". The status
flip is deliberate — dashboard.active_items filters on
isActiveStatus(), which excludes initial/terminal statuses; open
tasks never appeared in the section.

## Budget

bootstrapSizeBudget 7 KiB → 9 KiB. Note that this is FIXTURE-side
growth, not shape-side regression: the fixture now seeds enough
active items to exercise the new cap (active_items section was 0
bytes when tasks were status=open). The cap itself is purely a
SAVINGS — on docapp it drops active_items from 7 → 5 entries with
overflow_count=2.

Budget history note in handlers_bootstrap_test.go updated with the
TASK-1422 line and an explicit "fixture-side, not shape-side"
explanation so future readers understand why the budget moved up.

## Out of scope

- Slim BootstrapRole projection — TASK-1423.
- Schema label + sort_order trim — TASK-1424.
- ToolSurfaceVersion 0.3 → 0.4 bump — TASK-1418 (final PR).

Parent: PLAN-1410. Resolves IDEA-1421 once merged.

* fix(bootstrap): drop unreachable suggested_next cap (TASK-1422 follow-up)

Address Codex P1 finding on PR #541: `suggested_next_overflow_count`
was unreachable in production responses because
`buildDashboardResponse` already truncates `SuggestedNext` to 3
upstream (see "Take top 3" comment in handlers_dashboard.go:854-858),
while my bootstrap cap was 5. The cap-and-overflow logic could only
have fired against synthetic test state, never against the real
dashboard pipeline.

Two responses to consider:

  1. Lower bootstrap's cap to a number smaller than 3 — defeats the
     upstream design choice (3 IS the intentional limit).
  2. Drop the bootstrap-side cap — clean, no dead surface.

Going with (2). If the upstream cap is ever raised or removed,
that's the moment to add a suggested_next_overflow_count back.

Removed:

  - SuggestedNextOverflowCount field on BootstrapDashboard
  - bootstrapSuggestedNextCap constant
  - The truncate-and-count block in capBootstrapDashboard
  - The suggested_next row in TestCapBootstrapDashboard's dashCounts
    helper and all five subtest assertions
  - The suggested_next entry in bootstrapSectionBytes's cap-line loop

The fixture still seeds tasks and a plan, so the no-cap path on
SuggestedNext is naturally exercised through TestBootstrapSizeBudget.
The godoc on BootstrapDashboard now explicitly calls out the
exclusion + the upstream-cap rationale so a future reader knows
why suggested_next is missing from the otherwise-uniform cap set.

Parent: PLAN-1410 / TASK-1422.

* docs(skill): align SKILL.md dashboard cap description with TASK-1422

Address Codex P3 finding on PR #541: the SKILL.md `Context Loading`
section described only the two original cap fields
(attention_overflow_count, recent_activity_overflow_count). After
TASK-1422 the bootstrap response carries three more
(active_items_overflow_count, active_plans_overflow_count,
by_role_overflow_count), and the agent needs to know to pull the
full set via `pad project dashboard` when any of them are > 0.

Updated the bullet to enumerate all five capped sub-arrays and
state the overflow-field pattern generically rather than per-field.
Same in-PR-sync pattern used for TASK-1413, TASK-1415, TASK-1416.

Parent: PLAN-1410 / TASK-1422.

* docs(bootstrap): fix three stale comments after dropping suggested_next cap (TASK-1422 follow-up)

Address Codex P3 finding on PR #541 round 3: three stale doc strings
referenced the old shape (with suggested_next) after the cap was
dropped in the prior commit. Updated:

1. handlers_bootstrap_test.go budget-history line for TASK-1422 —
   removed `suggested_next` from the cap list and added the
   "deliberately excluded — already capped to 3 upstream" rationale
   so future readers know why the otherwise-uniform cap set is
   missing one.

2. handlers_bootstrap.go BootstrapDashboard godoc — changed
   "two overflow counts" to "five overflow counts (one per capped
   sub-array)".

3. handlers_bootstrap.go capBootstrapDashboard godoc — changed
   "both caps are untriggered" to "all caps are untriggered".

Tidy-up only, no behavior change. Same skill-↔-code sync hygiene
that has been the running theme across PLAN-1410's review loops.

Parent: PLAN-1410 / TASK-1422.

* docs(bootstrap): update remaining stale call-site comment for capBootstrapDashboard (TASK-1422 follow-up)

Final stale-doc cleanup per Codex P3 on PR #541 round 4: the
BuildAgentBootstrap dashboard-wrapping call-site comment still
listed only attention + recent_activity. Updated to enumerate all
five capped sub-arrays for parity with the godoc on
BootstrapDashboard / capBootstrapDashboard.

Same hygiene as the previous commit; no behavior change.

Parent: PLAN-1410 / TASK-1422.
2026-05-13 17:10:56 -04:00
xarmian 9c9aac3ea6 chore(bootstrap): tighten size budget 8 KiB → 7 KiB to lock in PLAN-1410's win (TASK-1417) (#540)
PLAN-1410's bootstrap shape work is complete on main
(TASK-1411..1416). The fixture still measures 6,355 bytes against
the 8 KiB budget — too much headroom for a ratchet whose purpose
is to detect shape regressions.

Tightened to 7 KiB:

  - Fixture: 6,355 bytes
  - Budget:  7,168 bytes (7 KiB)
  - Headroom: 813 bytes (~12.8%)

Tight enough to catch any meaningful shape regression
(reintroducing a duplicated field, un-capping a dashboard array,
re-stringifying schema), loose enough to absorb routine schema
reordering or single-field additions without false alarms.

Budget-history note updated with the TASK-1417 line and a
forward-looking pointer at IDEA-1421 (next-round dashboard
sub-array caps) which will land its own win under its own ratchet.

The companion measurement (per-section bytes for fixture + live
docapp + pre/post per-invocation totals) was recorded directly
into PLAN-1410's body via `pad item update PLAN-1410 --stdin`,
which is the canonical home for plan results. Cumulative win:

  fixture:                  13,861 → 6,355  (-54.2%)
  live docapp bootstrap:    52,033 → 33,375 (-35.9%)
  live SKILL.md:            40,193 → 29,840 (-25.8%)
  live combined per /pad:   92,226 → 63,215 (-31.5%)

The original ~43% target was set against a static-workspace
assumption; the live shortfall is workspace-scale-dependent
(conventions on docapp are 11.2 KB vs 0.5 KB on the fixture).
IDEA-1421 captures the next round (dashboard active_items /
active_plans / by_role / suggested_next caps, estimated ~3 KB
additional live win, backwards-compatible).

Parent: PLAN-1410. Final remaining task: TASK-1418
(ToolSurfaceVersion 0.3 → 0.4 contractual announcement).
2026-05-13 16:25:47 -04:00