* Rename "Phases" to "Plans" and clean up deprecated phase aliases
Renames the default "Phases" collection to "Plans" across the full stack:
- DB migration renames existing collections in-place (name, slug, prefix PLAN, icon 🗺️)
- Removes all deprecated Phase* backward-compat aliases from models and store
- Removes --phase CLI flag (use --parent instead)
- Updates convention triggers: on-phase-start/complete → on-plan-start/complete
- Updates dashboard API: active_phases → active_plans, /phases-progress → /plans-progress
- Updates all frontend components, types, and documentation
Closes IDEA-124
* Fix CSRF cookie not being cleared on logout
The SessionAuth middleware was re-issuing a CSRF cookie before the
logout handler could clear it, resulting in two Set-Cookie headers.
Skip CSRF re-issue for /api/v1/auth/ paths since auth endpoints
manage their own CSRF cookies (login sets, logout clears).
* Fix migration issues found in Codex review
- P1: Move doc_type UPDATE from migration 024 into 025, which recreates
the table with the new CHECK constraint first (SQLite enforces CHECK
on UPDATE, so the old constraint would reject 'plan')
- P1: Add PostgreSQL migration 005 for the collection rename (phases →
plans) — previously only existed on the SQLite path
- P2: Recreate FTS triggers, indexes, and rebuild FTS after the table
swap in migration 025 (DROP TABLE drops associated objects in SQLite)
* Fix parent filter field name and sync .agents skill copy
Codex review round 2 findings:
- P1: Parent filter compared against `parent_id` (wrong) instead of
`parent_link_id` — plan filtering in collection view was broken
- P1: .agents/skills/pad/SKILL.md still had old --phase flags and
"Phases" references — synced from the updated .claude copy
- P2: Accept legacy 'phase' filter key for backward compat with
existing saved views that serialized the old key name
* Fix PG migration JSONB casting and add slug collision guards
Codex PR review bot findings:
- P1: PostgreSQL REPLACE/LIKE don't work on JSONB columns — cast
schema::text and fields::text before string ops, then back to ::jsonb
- P1: If a workspace already has a custom 'plans' collection, the
rename hits UNIQUE(workspace_id, slug) — added NOT EXISTS guard
to both SQLite and PostgreSQL migrations
* feat: add user management database migration and models
Add migration 012_users.sql with users, sessions, and workspace_members
tables. Add user_id columns to api_tokens, items, comments, activities,
item_links, and item_versions for proper user attribution. Create Go
model structs (User, Session, WorkspaceMember) in models/user.go.
* feat: add store layer for users, sessions, and workspace members
Implement CRUD operations for user management:
- users.go: create, get, update, list, validate password (bcrypt)
- sessions.go: create, validate, delete, cleanup expired (SHA-256 hashed tokens)
- workspace_members.go: add/remove members, role management, access checks
Adds golang.org/x/crypto/bcrypt dependency. Includes 16 new tests
covering all store methods, password validation, session lifecycle,
and workspace membership operations.
* feat: rewrite auth system from single-password to user-based
Replace single-password auth with email/password user authentication:
- New endpoints: POST /auth/register, GET /auth/me
- Rewritten: POST /auth/login (email+password), GET /auth/session
(needs_setup detection), POST /auth/logout (DB session destroy)
- Delete in-memory SessionManager, use DB-backed sessions via store
- New middleware: SessionAuth (cookie→user), RequireAuth (with
fresh-install passthrough when no users exist)
- Remove Password field from config, PAD_PASSWORD env var, SetPassword()
All 23 existing server tests pass (fresh DBs have no users → passthrough).
* feat: add workspace access control middleware
Add RequireWorkspaceAccess middleware that checks workspace_members for
authenticated users, with fallback for legacy API tokens and fresh
installs (no users → implicit owner). Includes role hierarchy helpers
(workspaceRole, requireRole) for downstream permission checks.
Wire middleware into the /{slug} workspace route group.
* feat: add CLI auth commands and credential storage
Add pad login, pad logout, pad whoami commands with credential
storage in ~/.pad/credentials.json (0600 permissions). Update CLI
HTTP client to auto-attach auth tokens and X-Pad-Agent header on
all requests. Add auth API methods (Login, Register, Logout,
CheckSession, GetCurrentUser). Extend .pad.toml with optional
agent_name field. Add golang.org/x/term for masked password input.
* feat: derive actor/source from auth context in all handlers
Replace hardcoded "user"/"web" actor/source strings with auth-aware
helpers. actorFromRequest() derives actor ("user"/"agent" via
X-Pad-Agent header) and source ("web"/"cli" from auth method).
agentMeta() merges agent name into activity metadata. Update all
item, document, comment, and move handlers to use request-based
logActivity/logActivityWithMeta. Remove hardcoded CreatedBy/Source
from all CLI commands — server now determines these from auth context.
* feat: frontend auth — login, registration, auth guard, user menu
Rewrite login page with email/password fields, add registration page
for first-time setup, update auth guard to handle needs_setup redirect.
Add user menu to sidebar with logout. Update API client with new auth
methods (register, login with email, session with needs_setup flag).
* feat: migrate API tokens from workspace-scoped to user-owned
API tokens now have a user_id owner and optional workspace_id scope.
CreateAPIToken takes userID as first parameter. ValidateToken resolves
the token's user into the request context. TokenAuth middleware now
sets ctxCurrentUser when a user-owned API token is used. Add user-
scoped endpoints: GET/POST/DELETE /auth/tokens. Keep workspace-scoped
token endpoints for backwards compatibility.
* feat: workspace membership, invitations, and role enforcement
Add workspace_invitations table (migration 013) with join codes.
Implement invitation store methods (create, get by code, accept,
list). Add member management handlers: list members + invitations,
invite (auto-adds existing users or creates invitation), remove
member, change role, accept invitation by code. Add API routes
under /workspaces/{slug}/members/* and /invitations/{code}/accept.
Add CLI commands: pad members, pad invite, pad join.
* feat: auth tests and documentation updates
Add comprehensive auth endpoint tests: registration flow (first user
becomes admin), login/logout, validation errors, duplicate email,
auth enforcement (401 after users exist, exempt paths), /me endpoint.
Update CLAUDE.md and README.md to document user-based auth system,
replacing old PAD_PASSWORD references with pad login/members/invite
workflow and role-based access control.
* feat: add members management UI to workspace settings page
Add Members section to settings with: member list (avatar, name,
email, role), role change dropdown (owner only), remove button
(owner only), pending invitations display with join codes, and
invite form with email + role picker. Add members API methods to
the TypeScript client (list, invite, remove, updateRole).
* fix: backfill workspace owners for pre-migration workspaces
Add backfillWorkspaceOwners() that runs on server start. For any
workspace with no members, adds the first admin user as owner.
This handles the migration case where workspaces existed before the
user system — without it, the members list shows empty.
* feat: shareable invite links with /join/[code] page
Replace raw join codes with full shareable URLs. Server generates
join_url using its configured base URL (e.g. https://pad.example.com/
join/a3f8b2c1). New /join/[code] page handles the full flow: checks
auth → shows login/register if needed → accepts invitation → redirects
to workspace. Settings page shows "Copy invite link" button that copies
URL to clipboard. CLI outputs shareable link instead of raw code.
* fix: auto-add workspace creator as owner, integrate auth into pad init
handleCreateWorkspace now adds the authenticated user as owner of the
new workspace immediately — no more relying on the startup backfill.
pad init now checks auth status before making API calls. If no users
exist, prompts to register. If not logged in, prompts to login. After
auth, proceeds with workspace creation normally.
* fix: add join_url to invite response type in API client
* fix: address codex review — invite registration, logout token revocation, workspace scoping
- Allow registration with valid invitation_code (fixes invite flow for new users)
- Revoke Bearer session tokens on logout, not just cookies
- Filter workspace listing to user's memberships (admins see all)
README: Complete rewrite with value proposition, comparison table,
feature showcase, installation guide, architecture diagram, CLI reference.
SKILL.md: Add standup, changelog, watch, dependencies, and webhooks
to the agent skill so AI tools know about new capabilities.
CLAUDE.md: Document webhooks package, new API endpoints, and all new
CLI commands.
GitHub templates: Bug report and feature request issue templates (YAML),
pull request template with checklist.
- README: update agent integration section to show pad install with all supported tools
- README: add pad install step to Quick Start
- Release workflow: add web build placeholder before go test to prevent embed failure
Pad — project management for developers and AI agents.
Single Go binary with embedded SvelteKit web UI, SQLite storage,
CLI, and Claude Code /pad skill integration.
https://getpad.dev
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