xarmian 39cdfdd160 feat(web): filter and group collection views by a relation field (TASK-2998 / PLAN-2857 U7) (#1327)
* feat(web): the lane rules for grouping a view by a relation field (TASK-2998 / PLAN-2857 U7, part 1)

Every other groupable field carries its own lane vocabulary — a `select` has
`options`, and `bucketByColumn` buckets against that fixed list. A relation has
none: its lanes are whatever targets the rows point at. So they have to be
DERIVED from the items and resolved against the local index, and that is a set
of decisions rather than a rendering detail.

The decisions, each with a test and a mutant:

- LANES COME FROM THE ITEMS, ordered alphabetically by target title rather than
  by first appearance. Items arrive asynchronously through the local index, and
  a first-appearance order reshuffles the board as they land.
- A DELETED TARGET KEEPS ITS OWN LANE, labelled with its ref and title. It has
  both, so it can be honest, and merging it would combine rows pointing at
  different things.
- ONLY VALUES THAT RESOLVE TO NOTHING SHARE A LANE, labelled "Unresolved
  reference" — never the stored string. That string is usually free text the
  pre-TASK-2878 fallback wrote, and rendering it as a lane name presents a typo
  as a category. The test asserts the lane contains neither the uuid nor the
  free-text value, not merely that the label looks right.
- THE THREE FACTS STAY APART. `bucketByColumn` routes any unrecognised value to
  UNCATEGORIZED, which would put "no value", "target deleted" and "points at
  nothing" in one lane. `relationLaneValueFor` rewrites to a reserved sentinel
  first, so that helper's own rule — every item in exactly one lane — holds
  unchanged. That is the design table's proving row, asserted by placing six
  items and counting.
- ONLY A LIVE LANE ACCEPTS A DROP. Dropping on one sets the relation, which is
  the natural board gesture; UNCATEGORIZED would clear the field, and the other
  two would write a reference TASK-2878's validator refuses — the card would
  move on screen and the write would fail behind it.

`narrowRelationRow` carries the two narrowings a workspace-wide lookup needs:
ID ONLY (a slug match makes the label lie about what is stored, and slugs are
mutable) and TARGET COLLECTION, the latter only when both slugs are ones the
collection list knows, so a rename in flight does not flash every lane to
unresolved. The same rule lives inline in FieldEditor's relation branch; it is
duplicated rather than extracted because that file is being edited under
TASK-2996 as this lands, and the duplication is written down where it will be
found.

Pure module, no runes, like `unparentedFilter` and `boardColumns` beside it —
these rules are exactly what nobody tests when they can only be reached by
mounting a board.

13 tests, 7 mutants, each dying. The proving row's cross-check against U5's
reverse index is added when U5 merges; until then it is against a fixture this
file builds, as the design row says.

No UI yet — BoardView wiring and the filter half are part 2.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* feat(web): BoardView groups by a relation field, with the chip as the lane label (TASK-2998 / PLAN-2857 U7, part 2)

Part 1 wrote the lane rules; this wires them. `columns` came from `field.options`
alone, and a relation has none — so before this, grouping a board by a relation
put every card in UNCATEGORIZED and there was no lane to label at all.

Now: when the group field is a relation, the lanes come from the targets the
rows point at, resolved through the local index, and the header carries U2's
chip vocabulary — `COLOR-1 Red`, `COLOR-9 Gone (deleted)`, and one
"Unresolved reference" lane for values that resolve to nothing. Never the
stored id.

`bucketByColumn` gains an optional lane-value mapper rather than a relation
branch: the relation caller folds unresolvable values onto a sentinel before
bucketing, so that helper's own rule — every item lands in exactly one lane —
holds unchanged and every existing caller is byte-identical.

Two affordances are OFF for a relation lane, for reasons rather than caution: a
column reorder has nowhere to persist to (the order is alphabetical, not
schema-held) and would snap back, and lane-level "+ add" means writing a
relation, which belongs to the picker. A drop is allowed, but only onto a LIVE
lane — the other three would either clear the field or write a reference
TASK-2878's validator refuses, so the card would move on screen and the write
would fail behind it.

Six tests. THREE THINGS WERE MEASURED RATHER THAN ASSUMED, and each changed the
tests:

- `toContain('Red')` passed against a board that fell back to formatting the raw
  id, because `formatLabel('id-red')` renders "Id-Red" — which contains "Red".
  The lane assertions read the DOM structurally now (ref span, note span, the
  rest), and the label mutant went from killing one test to killing three.
- the drop gate's mutant SURVIVED every rendering test, so the gate was
  unobserved. It has a source guard now, with a header saying what a source
  guard cannot do — the gate is reached through svelte-dnd-action's drag
  events, and driving those in jsdom tests the drag library instead.
- the counterfactual leg: an ordinary `select` field must still bucket against
  its own options. A board that asked the local index for lanes on every field
  type would relabel ordinary lanes with whatever an id-shaped option resolved
  to.

Full web suite 2483 passed; svelte-check 0 errors.

The filter half of U7 is next.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* feat(web): filter a collection view by a relation value, picker-driven (TASK-2998 / PLAN-2857 U7, part 3)

The page's `filteredItems` has compared `fields[key] === value` for any key
since long before this plan, so the FILTERING mechanism was never missing. What
was missing is a way to SET one — a relation value is an item id, and nobody
types an id — and a chip that says what the stored id means.

Both reuse what the earlier units built rather than inventing a second way to
choose and name an item: U3's `ItemPicker`, scoped to the field's DECLARED
target collection, and U2's chip vocabulary via `relationChipFor`. That helper
is now the single source for how a relation value presents, and the lane
headers from part 2 are built from it too — a test asserts the chip and the
lane are `toEqual`, because two functions describing the same value drift, and
the drift would first be seen by a user watching a board lane and a filter chip
disagree about the same id.

Deliberately untouched: the hardcoded tasks→plans parent filter. It filters on
`parent_link_id`, not on a field — a different mechanism wearing a similar hat,
and generalising it is not this unit.

No relation filter renders without a `wsSlug`. The public share view has no
workspace context, so it cannot resolve a title, and a chip showing a bare id
is worse than no chip.

Nine tests, and TWO OF THEM SURVIVED THEIR OWN MUTANTS FIRST:

- "opens a picker scoped to the declared collection" asserted
  `input[placeholder="Search colors…"]` — text this file's own `placeholder`
  prop produces — so deleting the `collection` prop entirely left it green. It
  asserts what the picker ASKS THE INDEX FOR now.
- "the × clears the filter" only ever rendered with a filter set, so a bar
  showing a permanent clear control passed. There is a counterfactual leg.

Both are recorded in the test file. A test that measures the wrong thing looks
exactly like one that measures the right thing, right up until the mutant.

Full web suite 2496 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* test(e2e): relation filter and grouping, driven in a browser against this tree (TASK-2998 / PLAN-2857 U7, part 4)

CONVE-34 / CONVE-2729: a `web/src` claim is proved against a binary built from
the tree it is about — `npx vite build` then `make build-go` — because the
server embeds `web/build` and a stale bundle tests someone else's frontend.

The leg creates a Colours collection, a Cars collection whose schema carries a
relation field aimed at it, and four cars: two pointing at live colours, one
with no colour, and one pointing at a colour that is then DELETED. It asserts
the lanes come from the targets, that the deleted one keeps its own lane and
says "(deleted)", that no lane is labelled with a raw id, that all four cards
are placed, and that filtering by Red narrows to one card and clearing restores
four.

COUNTERFACTUAL RUN, not assumed: against a binary built before this unit the
leg fails at the first lane assertion — `element(s) not found ... filter({
hasText: 'Red …' })` — because a relation field has no `options` and every card
landed in UNCATEGORIZED with no lane to name.

THREE THINGS THE RUN TAUGHT ME THAT READING DID NOT:

- A value that resolves to NOTHING cannot be created through the API any more:
  U1's validator refuses it. That lane exists only for legacy rows, so it is
  covered by unit tests and the spec says so — "the e2e does not test it" and
  "the e2e cannot test it" are different facts, and the second one is the
  interesting one.
- My own cleanup helper masked the real failure. I reimplemented
  `deleteCollection` without the swallow the repo's version carries, so a
  timeout surfaced as `apiRequestContext.delete: Target page, context or
  browser has been closed` and hid the assertion that actually failed. The
  warning in the original helper says exactly this; I had to rediscover it.
- The FilterBar lives behind the toolbar's filter toggle, and ItemPicker's
  input is an ARIA combobox rather than a textbox. Both found by the leg timing
  out, not by reading the page.

Full web suite and svelte-check clean; the e2e leg passes against a binary
built from 3c4b96ae.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* refactor(web): one implementation of the relation narrowings, now that TASK-2996 has merged (TASK-2998 / PLAN-2857 U7)

Part 1 duplicated FieldEditor's two narrowings into `narrowRelationRow` rather
than extracting them, because that file was being edited under TASK-2996 at the
time, and said so in a comment. 2996 has merged (162eccb4) without touching it,
so the fork is closed rather than left as a note for someone else.

FieldEditor's relation branch now calls the helper. The two were equivalent by
construction, and the one condition that looked different is not:
`relationTarget === 'live'` and "the collection list knows the declared slug"
are the same fact — `relationTarget` is derived from that same list — so the
helper's guard already covers the stale and unknown cases the inline version
named.

The helper's `knownCollectionSlugs` accepts `null` as well as undefined, because
FieldEditor's own set is `Set<string> | null` (null while the collection list
has not loaded) and "we do not know the collections yet" is exactly the case
that argument's guard already treats as "do not judge". Typed rather than
coerced at the call site, so the rule stays stated in one place, with its own
test.

Pinned by the tests that were already there: removing the narrowing from
FieldEditor kills three of its relation legs — the slug-match case, the
wrong-collection case, and the control that proves the check still fires when
both slugs are known.

Rebased onto main. Full web suite passes; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): a refused drop puts the card back, a share never shows a raw id, and padded legacy values resolve (TASK-2998, codex round 1)

Four findings, and the first is one my own comment claimed to have avoided.

THE REFUSED DROP LEFT THE CARD WHERE IT LANDED. The gate's comment said
refusing was better than "the card moves on screen and the write fails behind
it" — and the implementation produced exactly that, one step later:
svelte-dnd-action has already moved the card in `columnData` by the time
`commitColumnMove` runs, so returning early without undoing it leaves the board
showing a move that never happened. It re-reads `propColumnData` now, which is
how the existing failure path reverts; assigning directly rather than releasing
a cooldown nobody set is the same repair without the two-second window.

A PUBLIC SHARE WOULD HAVE RENDERED RAW IDS. `resolveGroupField` honoured a
saved `board_group_by` naming a relation, and the public board has no local
index — the payload carries field VALUES — so it grouped on the stored id and
labelled each lane with `formatLabel(uuid)`: a wall of title-cased UUIDs, which
is the precise thing this unit exists to stop showing. A relation is not
groupable there now, and the view falls through to the owner's next grouping.
The real fix is for the share payload to carry the target's ref and title; that
is a server change and a separate unit.

PADDED LEGACY VALUES RESOLVED AS A CHIP AND NOT AS A LANE. `relationChipFor`
has always trimmed and `relationLaneValueFor` did not, so `" id-red "` produced
a live chip and an unresolved lane — the same value described two ways by the
two functions this module exists to keep in agreement. The pre-TASK-2878 write
path accepted any string, padding included, so those rows exist. Trimmed at the
lane seam, with a test that padded and unpadded forms collapse into ONE lane,
because two "Red" lanes would be worse than either bug alone.

THE ACCESSIBLE LANE NAME STILL CARRIED THE ID. The group's `aria-label`
formatted the raw column value, so a lane reading "COLOR-1 Red" announced as
"Id-Red column" and the unresolved lane as "$Unresolved column". A claim that a
lane is named from its target rather than its stored id is not the claim if it
holds only for sighted users. `relationLaneAriaName` gives assistive technology
the same words, including "(deleted)".

Nine tests added; four mutants, each dying. The rollback is asserted as a
source-level ASSIGNMENT rather than as a board that visibly snaps back — the
honest instrument for that is a drag driven through svelte-dnd-action, which
tests the drag library as much as this decision, and the test file says so.

Full web suite 2506 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): the list view was the other public door, and the filter still read padded values strictly (TASK-2998, codex round 2)

Two P1s and two P2s. Both P1s are places where round 1's fixes stopped one step
short of the class they were closing.

THE SHARE REFUSAL ONLY COVERED THE BOARD. `resolveGroupField` guards
`board_group_by`; a saved view with `view_type: "list"` routes its `group_by` to
`list_group_by`, and `PublicListView` resolves that key itself. So a shared LIST
still rendered one group per stored relation id — the same wall of raw ids the
board refusal had just closed, through a door I did not look for. The predicate
is exported as `isPublicGroupable` and both views ask it.

THE FILTER STILL COMPARED PADDED VALUES STRICTLY. Round 1 trimmed the LANE seam
and left `fields[key] === value` alone, so an item storing `" id-red "` sat in
the Red lane and vanished when you filtered for Red — one value, two answers,
one screen apart, and a worse state than before the trim. `relationFilterMatches`
trims both sides for relation keys only; every other field type keeps strict
equality. Scalar only, deliberately: `multi_relation` (U4) stores an ARRAY, and
guessing at array matching here would fix half of that unit in a way it would
have to undo.

Also: the board required only `type === 'relation'` to group, so a legacy or
half-written field with no declared `collection` resolved ids ANYWHERE in the
workspace (the filter UI already required one); and the lane-actions menu still
passed `onAddItem` for relation lanes, an undocumented second creation path into
a lane whose visible "+" this component deliberately withholds.

NOT FIXED, and named rather than left silent: no lane cap (5,000 distinct
targets is 5,000 DOM columns — real for imported collections, and what a board
should do there is a product decision, not a review-round guess); a saved view
whose relation field was later removed leaves an active filter with no control
to clear it; and `multi_relation` arrays. All three are follow-ups.

TWO TESTS MEASURED THE WRONG THING AND THE MUTANTS SAID SO:

- the public-list test asserted `not.toContain(RELATION_ID)`, but `formatLabel`
  replaces `-` with spaces and title-cases, so a uuid renders as
  "F47ac10b 58cc …" and the id string is never present verbatim. It passed
  against the broken component. It asserts the ABSENCE OF A GROUP HEADING now.
- the predicate had unit tests while nothing pinned PublicListView asking it, so
  reverting that one call site left every test green. That is a rendered test
  now, not a source guard.

Full web suite 2515 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): a relation-grouped board turned the card's status chip into a relation setter (TASK-2998, codex round 3)

One P1, and it is the sharpest finding on this unit.

Cards were handed `statusOptions={columns}`. That is correct while a lane value
IS a status option — under relation grouping the lanes are ITEM IDS, and the
parent's handler writes whatever it receives into `fields[groupField]`. So
clicking a card's status chip SET THE CARD'S RELATION, cycling through target
ids, and could land on the deleted or unresolved lane, which the write path then
refuses. A status affordance quietly repurposed into a relation editor by a
grouping choice made somewhere else.

The chip is withheld on a relation-grouped board rather than repointed at the
real status field: a status chip cycling a field the board is not showing is a
different feature, and not one this unit was asked for.

TWO TESTS WERE UNABLE TO SEE THEIR OWN DEFECTS UNTIL THEY WERE REBUILT:

- The card-placement gap codex named: every existing assertion read lane
  HEADERS, so removing `bucketByColumn`'s `valueFor` callback left every
  relation lane rendered and EMPTY while the cards fell into Uncategorized —
  and all of them stayed green. There are per-lane card COUNTS now, including
  the padded-value case, and that mutant dies.
- The status-chip test itself passed against the broken board at first, because
  the fixture collection had no `status` FIELD, so no card rendered a chip for
  an unrelated reason. It carries a status field now, with a precondition that
  the cards rendered at all, and a counterfactual proving an ordinary board
  still offers cycling — withholding it everywhere would remove a working
  affordance from every board on the instance.

Round 3's P2s are the three already named as deferred (no lane cap, removed-field
saved filters, `multi_relation` arrays) plus one note I accept as documented:
relation filter semantics follow the CURRENT schema, so a key that stops being a
relation silently reverts to strict equality. Codex calls the
no-target-collection fallback safer than what preceded it and not a regression.

Full web suite 2519 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): the lane-order write is guarded at its destructive end, not only at the affordance (TASK-2998)

Found by walking round 4's own question ahead of it — "enumerate every other
behaviour that reads `columns`, `field` or `groupField` and say whether it is
correct when the lanes are item ids".

`handleGroupReorder` persists the board's lane order as the group field's
schema `options`. Under relation grouping those lanes are ITEM IDS, so that
write would put uuids into the schema as select options: meaningless, and hard
to undo by hand.

Not reachable today — BoardView withholds column dragging on a relation board,
and `handleColumnDrop` returns unless a drag actually started — so this is
defence at the destructive end rather than a bug report. The reason to put it
there: a guard at the affordance protects only the affordances somebody
remembered, and this page has several.

Two other candidates from the same sweep came back CLEAN by reading rather than
by assumption, and are worth recording so the next pass does not redo them:

- the lane menu's bulk "move all to…" is already gated on `groupField ===
  'status'`, so it never offers a relation lane as a target;
- `columnAccentClassFor` degrades to no class for an id, which is the same
  thing it does for any non-canonical value.

Source guard, with a counterfactual leg asserting an ordinary field still
persists its order — a guard that refused everything would silently stop
saving column order on every board on the instance, which is worse than the
defect it prevents. Its header says what a source guard cannot do.

Full web suite 2521 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): the LIST view had every hazard the board did (TASK-2998, codex round 4)

Round 4's P1, and the third time on this unit that a fix covered the surface I
was looking at and not its sibling: board and list on the SHARE in round 2,
board and list authenticated now.

It matters more here than it looks. `ListView` DISCOVERS group values from the
items — that is what makes a text field groupable — so a relation grouped there
rendered one group per stored ITEM ID rather than collapsing into an
uncategorised lane. It gets the same three pieces from the same module: lanes
derived from the targets, values folded onto a sentinel before bucketing, and
the chip vocabulary for the heading, plus the live-lane-only drop rule.

AND THE SAME STATUS DEFECT, ARRIVING FROM THE OPPOSITE DIRECTION. The board
handed cards its LANES as `statusOptions`, so the chip cycled relation ids. The
list takes real `statusOptions` as a prop — right options — and hands the click
to `onStatusChange`, which writes what it receives into `fields[groupField]`. So
the chip showed correct statuses and wrote them INTO THE RELATION FIELD.
Withheld, with a counterfactual proving an ordinary list still cycles.

Round 4's three test weaknesses, all real, all fixed:

- the picker test proved the picker was SCOPED and never proved what SELECTING
  does; a mutant writing `row.slug` survived it. The id is the whole contract,
  since the filter compares the stored field value against it.
- the "same vocabulary" leg was partly tautological — `relationLanes` calls
  `relationChipFor`, so a change to the shared helper moved both sides. There is
  an independent anchor now: the expected shape written out by hand, so the
  helper cannot redefine what agreement means.
- the e2e asserted a TOTAL card count, which survives a mutant putting every
  card in one lane while the headings still render — precisely what dropping
  the bucketing callback does. Per-lane counts now; re-run green against a
  binary rebuilt from this tree.

Full web suite 2525 passed; svelte-check 0 errors; e2e green.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): the list offered a group reorder that could not persist (TASK-2998, surface matrix)

Found by building the surface matrix the lead asked for rather than by a review
round — which is the point of building it.

`ListView` receives `onGroupReorder` from the page just as the board does, and I
had only withheld the gesture on the BOARD. The page refuses the write for a
relation field, so nothing could corrupt the schema; what remained was a drag
that appeared to work and then snapped back on the next derivation, because a
relation's group order is alphabetical by target title rather than schema-held.
Withheld in the view too.

The matrix is on the trail: renderers × (relation handling, lane source, lane
label, drop writes, status chip, group reorder), plus every writer of a group
value, each cell marked handled / refused / not-applicable-with-reason. Two
things it settled by reading rather than by assumption — the authenticated and
public TABLE views and the print view do not group at all, and the lane menu's
bulk "move all to…" has been gated on `groupField === 'status'` since before
this unit.

Three cells stay uncovered and are named there: no lane cap, a removed-field
saved filter with no field-specific clear, and `multi_relation` arrays (U4's).

Full web suite 2528 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): a refused list drop was still rewriting sort_order, and a malformed relation still grouped by ids (TASK-2998, codex round 5)

THE REFUSED DROP HAD A SIDE EFFECT LEFT OVER. Round 4's list gate skipped
`onStatusChange` and left `onReorder(reorderUpdates)` running unconditionally,
so a drop the component had just declined still rewrote every `sort_order` in
the destination group. The relation was not written and the ordering was — a
persisted consequence of a gesture that did not happen. It now restores from
props and returns before either write, as the board's refusal does.

The "already in this group?" check alongside it compared the RAW stored value,
so a padded legacy id fired a pointless write on a drop into the group it was
already in. Trimmed, like every other comparison against a stored relation
value on this branch.

A MALFORMED RELATION FIELD — `type: relation` with no `collection` — grouped the
list by RAW IDS. The board falls into UNCATEGORIZED for that schema because its
lanes come from `field.options` and a relation has none; this view DISCOVERS
values from the items, so the two siblings disagreed and the list landed on the
one outcome this unit exists to prevent. It is not groupable here at all now.

AND THE SIXTH AND SEVENTH WRONG-REASON TESTS, both caught in the round they were
written:

- the group-reorder guard test searched the handler for `!isRelationGroup`
  appearing before `onGroupReorder(` — a condition the file satisfies in ways
  that leave the callback unconditional. It asserts the flag is IN the `if` that
  wraps the call now.
- the malformed-relation test asserted `not.toContain('id-red')`, and
  `formatLabel('id-red')` renders "Id-Red" — so it passed against a list
  grouping by raw values. That is the same substring trap for the third time on
  this branch; it asserts the group SHAPE now.

Round 5 found no P0 and confirms the rest of the matrix: collapse, item reorder
and `preserveOrder` ranking all route through `groupValueFor`; the three
deferred items are unchanged and not worsened.

Full web suite 2530 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* fix(web): the board's lane comparison was untrimmed, the eighth wrong-reason test, and a menu-move finding I could not reproduce (TASK-2998, codex round 6)

Round 6 found NO P1s. Three P2s, and the honest disposition differs per finding.

FIXED, and clearly real: the board's "already in this lane?" check compared the
RAW stored value while the list compared the folded one, so a legacy
`" id-red "` dropped into the `id-red` lane fired a pointless relation write.
The same asymmetry between these two views as round 4, pointing the other way.

FIXED: the eighth wrong-reason test on this branch. `gates on isRelationGroup`
asserted only that the source CONTAINS `if (isRelationGroup)` — a mutant leaving
that block empty and calling `onStatusChange` unconditionally passed it. It now
requires the refusal to live inside the block, ahead of the write, and returning
rather than falling through. Verified with a brace-matched mutant that compiles,
because a mutant that does not compile reads as "no tests" and I nearly filed one
as a survivor.

NOT CONFIRMED, and the change kept anyway with that said plainly: codex reports
that a MENU move into a refused lane leaves the card displaced, because
`moveItem` mutates `columnData[col]` in place and the sync effect assigns the
DERIVED VALUE into `columnData` — so the two alias, and restoring by assigning
`propColumnData` back would restore nothing.

The mechanism is plausible and the restore is now a COPY. But I could not
reproduce the defect: a rendered test that opens the card menu and moves into a
deleted lane passes against BOTH implementations, so the alias mutant SURVIVES
it. What that test does prove — verified by the gate mutant killing it — is that
it drives the refusal path for real. So the copy is precautionary, not a
demonstrated fix, and this message says so rather than claiming a defect I only
read about.

The rendered menu test is the first behavioural coverage of that path on this
branch; every other drop assertion here is source-level, and no source guard
could have seen an aliasing question at all.

Full web suite 2532 passed; svelte-check 0 errors.

Claude-Session: https://claude.ai/code/session_0115vpkjH5mmFdjRdRmZRuZt

* test(web): the failure exit was uncovered, and the aliasing premise two rounds rested on is false (TASK-2998, codex round 7)

Round 7 returned ONE finding, a P1: the exit where `onStatusChange` rejects
restores lanes only by releasing `dropCooldown`, so — the argument goes — the
sync effect re-assigns a `$derived.by` cache that `moveItem` has already written
through, and the card stays in a lane it never reached. That is round 6's
aliasing argument at the next exit of the same function.

REFUTED, by measurement rather than by reading.

A probe over exactly that shape — a `$derived.by` object assigned into a
`$state`, a property written on the `$state`, then the derived read back —
reports the derived's cached value UNCHANGED: `after mutation, derived.a=[1]`,
the pre-mutation value, and the subsequent restore produces the original lanes.
A `$state` holding a derived's object is a deep proxy, and its property writes
do not reach what the derivation cached. No exit of `commitColumnMove` can be
corrupted the way either round described.

The rendered tests agree from the other side, and round 6 had already recorded
half of it: the alias mutant SURVIVES the round-6 menu test. What was missing
was the other half, so this commit adds it — a rendered test that drives the
menu move whose WRITE FAILS, previously the only exit of that function with no
behavioural coverage at all.

It discriminates, which is the whole reason to keep a test that passes on the
first run: removing `dropCooldown = false` turns it RED (measured), so its green
says the cooldown release is what restores the board rather than a card that
never moved — and `toHaveBeenCalledTimes(1)` rules that second reading out
separately. The class is every exit that must restore lanes after `moveItem`
mutated them; there are two, refusal and failure, and both are now covered and
neither is defective.

The durable part of this round is the prose. Round 6's source comment asserted
the write-through as something observed ("that mutation had already written
THROUGH ... so assigning it back restored nothing and the card stayed"), while
round 6's own commit message said plainly that it could not be reproduced. The
comment is what round 7 then re-derived the finding from. Both comments now
carry the measurement and say not to re-derive the story from the shape of the
code. The defensive copy stays, on its own much smaller justification: a restore
path should not hand its caller an object somebody else owns.

Gates on this tip: web 2533 passed (178 files), svelte-check 0 errors, go test
green, golangci-lint 0 issues, vite build + build-go clean. Rebased onto main at
63adbebb (U5) before the round; the round read the rebased tip.

Claude-Session: https://claude.ai/code/session_019EmDd3Wy8b3cPG1TZBSzBu
2026-09-11 17:18:56 -04:00
2026-03-26 01:52:36 +00:00

Pad

Project Management for the agent era.

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One binary. Local-first. No accounts required. Pad gives you a CLI, a web UI, and an AI agent skill — all backed by SQLite, all running on your machine. Your project data stays on your laptop — unless you take it to Pad Cloud.

Pad dashboard showing collection summaries, active work, an active plan with progress, and a recent activity feed

Quick Start

brew install PerpetualSoftware/tap/pad
cd your-project
pad init                    # configure, auth, workspace, AI skill — all in one
pad server open             # opens the web UI at localhost:7777

pad init is the smart entry point — it auto-detects what's needed, walks you through each step, and is safe to re-run anytime (it skips finished steps and prints a status summary).

Then, in a fresh agent session in your project, say:

/pad onboard

Your new workspace ships with the canonical onboard playbook auto-activated. The agent walks an interview, inspects your codebase if it has shell access, and adapts your workspace's collections, conventions, roles, and playbooks to match the project. It's the fastest way to go from empty workspace to "okay, this is mine."

Why Pad?

Tools like Linear, Jira, and Notion are built for teams on the cloud. Pad is built for developers on their machine — and for the AI agents working alongside them. When you do want your projects on every device or a teammate on the board, Pad Cloud hosts the same product with sync, workspace invites, and role-based access.

Pad Linear / Jira Notion
Setup pad init Create account, invite team, configure Create account, pick template
AI agents Native /pad skill for 7+ tools Third-party integrations Third-party integrations
Data Local SQLite you own — or opt-in Pad Cloud Their cloud Their cloud
Offline Full functionality Read-only cache at best Limited
CLI First-class Afterthought None
Price Free, open source Per-seat pricing Per-seat pricing

Features

For Developers

CLI that doesn't get in your way. Create tasks, search items, check status — without leaving the terminal.

pad item create task "Fix OAuth redirect" --priority high
pad item create idea "Real-time collaboration" --category infrastructure
pad item list tasks --status in-progress
pad item search "authentication"
pad project dashboard                   # Project dashboard
pad project next                        # What should I work on?
pad server info                         # How this client is connected to Pad

Web UI that stays out of your way. A clean, dark-themed interface at localhost:7777 with:

  • Board, list, and table views — drag-and-drop between status columns
  • Keyboard navigation — j/k to move, Enter to open, Esc to go back, Cmd+K to search
  • Rich text editor — Tiptap-based with markdown, formatting toolbar, and auto-save
  • Wiki-links — type [[Title]] to link between items
  • Real-time updates — agent creates a task in the terminal, it appears in the browser instantly (via SSE)
  • Dashboard — collection overview, active work, plan tracking, activity feed

Pad tasks board view: kanban columns for Open, In-Progress, Done, Cancelled with task cards in each

For AI Agents

Your agent becomes a project partner. Install the /pad skill once, and your AI coding tool can read, create, and update project items through natural language.

pad agent install        # Auto-detects your tools and installs the skill

Works with Claude Code, Cursor, Windsurf, Codex, OpenCode, GitHub Copilot, Amazon Q, and JetBrains Junie.

Then just talk to your project:

> /pad what should I work on next?
> /pad I finished the OAuth fix
> /pad create a task to add rate limiting
> /pad let's brainstorm about the API redesign

Conventions and playbooks teach agents how your project works:

  • Conventions — trigger-based rules like "run tests before marking a task done" or "use conventional commits"
  • Playbooks — multi-step workflows like "when implementing a feature: read the spec, create a branch, write tests first, then implement". Playbooks can declare a kebab-case invocation_slug so users can invoke them directly: /pad ship PLAN-42, /pad release 0.5.0. Fresh startup workspaces ship a generic ship playbook out of the box.
pad item create convention "Run tests before completing tasks" \
  --field trigger=on-task-complete \
  --field scope=all \
  --field priority=must

Agents load relevant conventions automatically, and every agent action is attributed in the activity feed — so you can see what the AI changed rather than finding it later in a diff.

Name your agents:

An agent that identifies itself gets its name shown on its writes — in the activity feed's Live and Audit views, on the dashboard's recent activity, on item timeline activity entries, and in the admin console's audit log and per-user activity views. With more than one agent working a project, that is the difference between "something automated touched this" and knowing which one.

Pad takes the first of these it finds:

# 1. Per-workspace, committed with the project — the deliberate choice.
#    In .pad.toml:
#      agent_name = "reviewer"

# 2. Per-process, runtime-agnostic. Any harness can set it.
export PAD_AGENT=reviewer

# 3. Otherwise Pad detects the runtimes it knows — Claude Code reports
#    "claude-code" — and that detected id is used as the name.

# 0. Per-session, and ahead of all three: the name this session REGISTERED
#    as. `pad session register --agent rook` re-attributes every later write
#    from that session to "rook", whatever .pad.toml or $PAD_AGENT say — the
#    registry row and the write stamp are one value, not two.
pad session register --agent rook

If none of these produce a name, the write is not marked as an agent's at all — it is recorded as the person whose credentials it used, which is the case the caveat below is about. The generic agent label you may see on older entries is a write that identified itself before Pad stored names, or an event type that records the actor without the name (workspace membership changes, sign-ins).

The name is rendered exactly as sent — Pad keeps no list of approved names, and does not re-case or rewrite what you choose.

Sessions carry the name too, locally. A session with the Claude Code plugin records itself in ~/.pad/sessions on start (best effort — the plugin monitor is silent by contract, so a registration that fails, e.g. on a malformed pid variable, is only visible by running pad session register by hand) — the harness session's pid, the agent name above, and its working directory — and pad session list reads that back with a liveness verdict per row (alive, dead, or unknown where the platform cannot probe). It is a local, deterministic answer to "which of my sessions on this machine are running, and as which agent" — no server round-trip, no guessing from process names. What a row says about who is self-declared, like the name itself; on Linux the pid claim is additionally checked against the registering process's ancestry and reported as session_pid_verified. Any other harness gets the same by calling pad session register from its session-start hook with PAD_SESSION_PID (the session process) and PAD_AGENT exported. Records of sessions the register can see are dead are pruned on every register; pad session prune --older-than 72h also clears ones whose liveness cannot be determined. The record never leaves the machine.

Reading the output as a decision — "is this name in use here right now?" — takes a rule, and pad session list --help spells it out: count only rows that are alive, not legacy/malformed, and session_pid_verified; treat unknown, legacy, or malformed rows in the same directory as indeterminate rather than free (so list without --agent and filter yourself); read an empty result as "no registered row", not "nobody" — a harness that never registers is invisible; and never pick between two alive rows by registered_at, which is each session's own clock. The registry is per OS user.

Not every entry can show it. Activity entries store it, and comments (replies included) read it through the activity each one links to — so a comment written by an agent that sent a name shows that name in its chip, next to the person whose credentials it used. Version snapshots and implementation-note/decision entries record only that an agent acted, because nothing links them to a named row — they still read Agent.

What this does not claim. The name is supplied by the client and self-declared, so it records honesty, not identity. From ResolveAgentName's own contract in internal/cli/agent_identity.go:

  • an agent that omits it is indistinguishable from the human whose credentials it is using;
  • a human running ! pad ... inside an agent's terminal inherits that terminal's environment and will be attributed to the agent.

So it is not a basis for machine-verifiable provenance: treat it as a label an actor chose, useful for reading a trail, not as evidence about who acted. Because the credentials belong to a person either way, surfaces that exist for provenance show both — the admin audit log renders reviewer (via Dana) rather than picking one.

Since the name is chosen by whoever is writing, it is displayed as an isolated unit: it is shown as sent, but it cannot re-order or restyle the text around it, and the account half of name (via account) is rendered separately so a chosen name cannot forge it.

Onboard agents to a new codebase:

Open an agent session in the workspace directory and run /pad onboard. The agent walks an interview, detects your build/test/CI tooling, and adapts your workspace's collections, conventions, roles, and playbooks to match the project. Works for any agent that speaks Pad — Claude Code, MCP-only agents, etc.

Collections & Custom Fields

Pad organizes work into collections — typed containers with structured fields.

Built-in collections:

Collection Purpose
Tasks Work items with status, priority, assignee, effort, due date
Ideas Feature ideas with impact and category
Plans Project milestones with progress tracking
Docs Documentation, decisions, reference material
Conventions Project rules that guide agent behavior
Playbooks Multi-step workflows for agents to follow

Create your own with typed fields — select, text, date, number, url, relation, checkbox:

pad collection create "Bug Reports" \
  --fields "severity:select:low,medium,high,critical; browser:text; reproducible:checkbox"

Items get reference numbers automatically (TASK-5, BUG-12) and can be moved between collections with field migration.

Installation

Homebrew (macOS and Linux)

brew install PerpetualSoftware/tap/pad

Build from Source

git clone https://github.com/PerpetualSoftware/pad
cd pad
make build
cp pad ~/.local/bin/   # or /usr/local/bin/

Requires Go 1.26+ and Node.js 22+. Alternatively, nix develop provides a shell with the exact Go and Node versions pinned — see the Nix section below.

The go install github.com/PerpetualSoftware/pad/cmd/pad@latest path is not supported for the full Pad binary, because the web UI must be built and embedded during the source build.

Docker

docker run -p 127.0.0.1:7777:7777 -v pad-data:/data ghcr.io/perpetualsoftware/pad

This publishes Pad to localhost:7777 on the host machine, which is the recommended default for local use.

First run — create the first admin. Open http://localhost:7777 and you'll hit a setup page asking for a bootstrap token. On first start with no users, Pad logs a one-time setup URL to stderr (captured by docker logs) — grep it and open the printed link:

docker logs <container> 2>&1 | grep -A6 'Pad first-run setup'
# → http://<your-host>:7777/setup#token=<one-time-token>

Open that URL, create your admin account, and the token is consumed (the banner stops appearing). If you'd rather stay on the CLI, docker exec -it <container> pad auth setup works too — running inside the container counts as loopback, which the bootstrap gate allows. On a network you already trust, set PAD_BYPASS_SETUP_TOKEN=true to skip the token and create the admin straight from http://<your-host>:7777/setup (only safe when the port isn't reachable from the open internet).

Single user, more than one device? Publish to all interfaces so you can reach Pad from your phone, tablet, or another machine on the same LAN, Tailscale network, or home VPN:

docker run -p 7777:7777 -v pad-data:/data ghcr.io/perpetualsoftware/pad

For multi-instance deployments, Pad supports Postgres + Redis via docker-compose.yml — see docs/deployment.md for the full setup.

Nix

Run without installing:

nix run github:PerpetualSoftware/pad

Or install into your profile:

nix profile install github:PerpetualSoftware/pad

A flake devShell (Go, Node, and friends, pinned to the same versions CI uses) is also available for contributors:

nix develop

A nixpkgs package (nix-shell -p pad / environment.systemPackages) is planned but not yet merged upstream. Until then, use the github:PerpetualSoftware/pad flake reference above.

Binary Download

Pre-built binaries for macOS, Linux, and Windows are available on the releases page.

Pad Cloud (hosted)

Don't want to run anything? Pad Cloud is the managed option — same product, same CLI, same /pad skill, free during beta. Sign up on the web, then connect a project directory:

pad init --url https://app.getpad.dev --workspace my-workspace

Self-hosting stays first-class: the binary is unchanged and no features are Cloud-only.

Upgrading Pad

Pad ships a new binary on a roughly weekly cadence. Upgrades are designed to be boring: install the new binary and restart. Database migrations run automatically at startup, only the ones your database is missing are applied, and each migration commits atomically (a failed migration rolls back cleanly and is retried next boot).

The one rule: only ever move forward. Newer binaries know how to migrate an older database; older binaries do not understand a newer schema. Since Pad added its schema-ahead guard, a downgraded binary that finds a database newer than itself refuses to start rather than silently running old code against a newer schema (which can corrupt data):

database schema is newer than this pad binary: ... This almost always means the
binary was DOWNGRADED (e.g. brew/docker rollback) ... Upgrade pad back to a build
that includes those migrations, or re-run with `pad start --force`.

To recover, reinstall the newer binary (brew upgrade pad, pull the newer Docker tag, etc.). If you have intentionally downgraded and accept the risk, start with pad start --force (or set PAD_ALLOW_SCHEMA_AHEAD=1) to override the guard.

Automatic pre-migration snapshot (SQLite). Whenever a SQLite-backed instance has pending migrations to apply, Pad first copies the database file to pad.db.pre-<version> next to it. If an upgrade ever goes wrong, stop the server and copy that snapshot back over pad.db. This is a convenience net, not a backup strategy — keep your own backups (see docs/backup.md). PostgreSQL instances are skipped here; use pg_dump or a provider snapshot before upgrading.

Recommended upgrade flow:

# 1. Back up first (SQLite shown; see docs/backup.md for Postgres)
pad db backup -o pad-backup-$(date +%Y%m%d).db

# 2. Stop the server, install the new binary, restart
#    (migrations + the pre-migration snapshot run automatically on start)
brew upgrade pad        # or: docker pull, binary download, make install

# 3. Confirm it's healthy
pad --version
curl -s localhost:7777/api/v1/health

Getting Started

1. Set up Pad

cd ~/projects/myapp
pad init "My App"

pad init is the smart entry point that handles everything in one command:

  • Configures this client's connection (local server, remote, or Docker)
  • Auto-starts the local server
  • Creates the first admin account on a fresh local install (Docker / remote hosts run pad auth setup on the server instead)
  • Logs you in if needed
  • Creates or links a workspace for the current directory (writes .pad.toml)
  • Installs the /pad skill for any AI tools detected in the project

Run from your project root. Safe to re-run anytime — it skips finished steps and prints a status summary if nothing's needed.

Choose a template with --template, or omit it for an interactive picker grouped by category (Software / People / …):

pad workspace init --list-templates                   # See the full catalog grouped by category
pad init "My App" --template scrum                    # Scrum-style with sprints
pad init "My App" --template product                  # Product management focused
pad init "My Hiring" --template hiring                # Company-side: requisitions, candidates, interview loops, feedback
pad init "Job Search" --template interviewing         # Candidate-side: applications, interviews, companies, contacts
pad init "My App" --template blank                    # Custom: system collections only — let /pad onboard build the rest

Pad ships templates for software (startup / scrum / product), people workflows (hiring, interviewing), and a custom blank template — system collections (Conventions, Playbooks) only, with the /pad onboard playbook as its sole seeded content. blank is the entry point for the agent-driven /pad onboard flow: it walks you through shaping collections, conventions, and roles to match your actual project. Reserved categories for research, content, operations, and personal use await their first templates, so the same project-management primitives fit well beyond code projects. There's also a hidden demo template — the startup layout pre-loaded with realistic sample data — that's kept out of the picker but can be built explicitly with --template demo.

2. Start working

# From the CLI
pad item create task "Set up CI pipeline" --priority high
pad item create idea "Add WebSocket support" --category infrastructure
pad project dashboard

# From the web UI
pad server open              # Opens localhost:7777 in your browser

# From your AI agent
# Just use /pad in Claude Code, Cursor, etc.

3. Teach your agents the rules

In an agent session inside the workspace:

/pad onboard

The agent walks an interview, detects your tooling, and adapts the workspace's collections, conventions, roles, and playbooks. To browse the library directly:

pad library list --type conventions  # Pre-built conventions you can adopt
pad library list --type playbooks    # Pre-built multi-step workflows

4. Optional — connect a desktop AI app via MCP

Pad ships an MCP (Model Context Protocol) server so Claude Desktop, Cursor, Windsurf, Claude Code, or Codex can manage items, plans, ideas, and dependencies as native tools, read workspace state by URL, and load multi-step workflows as prompts.

pad mcp install claude-desktop   # or: cursor, windsurf, claude-code, codex, --all
# Restart the client; pad shows up as the "pad" MCP server.

pad mcp install writes each client's native config: JSON mcpServers for Claude Desktop / Cursor / Windsurf, a project-local .mcp.json in the current directory for claude-code, and an [mcp_servers.pad] table in ~/.codex/config.toml (TOML) for codex. Because Claude Code's config is project-scoped, it's install-on-request only — --all and pad mcp status cover the per-user clients (including Codex) and skip it.

Tool catalog (v0.31) — ten resource × action tools plus pad_set_workspace (eleven total), no flat verb explosion. Undeclared input keys are rejected with a structured error rather than silently dropped. pad_item create/update accept field values as a fields object (the same shape reads return) as an equivalent to the dedicated params / field: ["key=value"], and its values keep their JSON types where the transport can carry them. Field values are typed against the collection schema server-side, so a declared number or json field is writable from the remote transport (which sends every value as a string). Keys the schema does not declare are stored and NAMED back in warnings.undeclared_fields. One key supplied through two doors is adjudicated once: differing values are refused, equal ones collapse, and two names for the same target — parent/plan, assign/assigned_user_id, role/agent_role_id — are refused even when the values match. pad_item.list accepts unparented: true (mutually exclusive with parent) to select items with no parent or implements relationship, and is summary-shaped by default on both transports (full: true opts into complete content bodies):

Tool Actions
pad_item create, update, delete, get, list, move, restore, link, unlink, deps, star, unstar, starred, comment, list-comments, backlinks, bulk-update, note, decide, export, import, history, remind, ack-reminder
pad_workspace list, members, invite, storage, audit-log, create, claim, deleted, restore
pad_collection list, create, update, delete
pad_project dashboard, next, ready, stale, standup, changelog, report, activity
pad_role list, create, update, delete
pad_search query
pad_playbook list, get, run
pad_library list, get, activate
pad_attachment list, show
pad_meta server-info, version, tool-surface, bootstrap
pad_set_workspace session-default workspace pinning (response embeds the bootstrap blob)

Plus resources at pad://workspaces, pad://workspace/{ws}/dashboard, pad://workspace/{ws}/items, pad://workspace/{ws}/items/{ref}, pad://workspace/{ws}/collections, pad://workspace/{ws}/attachments/{id} (bounded image bytes), pad://workspace/{ws}/bootstrap, and pad://_meta/version.

Stability contract — two version constants, both advertised in the initialize handshake under capabilities.experimental.padCmdhelp and capabilities.experimental.padToolSurface (and queryable at pad://_meta/version):

  • cmdhelp_version: "0.1" — CLI help-tree contract (used at dispatch time)
  • tool_surface_version: "0.31" — MCP tool catalog contract (v0.5 added pad_library; v0.6 pad_item.backlinks; v0.7 pad_item export/import; v0.8 pad_workspace deleted/restore; v0.9 made pad_item.list summary-shaped by default with a default+max result cap; v0.10 enforced the draft-playbook gate server-side on pad_playbook.run with an allow_draft escape hatch; v0.11 added the read-only pad_attachment tool (list/show); v0.12 added pad_project.activity (agent-accessible non-streaming activity feed); v0.13 added pad_project ready/stale (agent-oriented backlog + attention queries); v0.14 added pad_item history + optimistic concurrency (TASK-2022); v0.15 added the pad_item.list unparented parameter (TASK-2096); v0.16 made an empty-string assigned_user_id / agent_role_id CLEAR the assignment instead of being silently dropped, so an agent can finally unassign an item (TASK-2571); v0.17 carried that to the LOCAL STDIO transport by teaching the CLI to lift those keys onto their columns instead of into the fields blob (BUG-2583); v0.18 added clear_assigned_user / clear_agent_role booleans — the canonical, schema-discoverable way to unassign, backed by new --clear-assigned-user / --clear-agent-role flags on pad item update (IDEA-2584); v0.19 added a clear_parent boolean — the canonical, schema-discoverable way to detach an item from its parent, backed by a new --clear-parent flag on pad item update (BUG-2078); v0.20 gave every tool an explicit annotation block derived from the catalog’s read-only knowledge — fully-read-only tools advertise readOnlyHint: true / destructiveHint: false, all-additive-write tools (pad_workspace, pad_library) drop destructiveHint, overwrite/delete-capable tools stay conservatively destructive, openWorldHint: false everywhere — replacing mcp-go’s defaults that marked every tool destructive (BUG-2302), and made pad_item.list summary-shaped on the remote HTTP transport too, with a declared full boolean as the opt-in for complete bodies on both transports (BUG-2305); v0.21 bounded pad_item.history, which was unbounded on every surface — limit now covers it (default 50, max 300, the NEWEST N; no offset, because reverse-patch storage makes only a newest-end window cheap), applied in the catalog action so it lands on both transports, and summary mode now asks the server to skip patch resolution rather than resolving bodies the dispatcher discards (BUG-2608); v0.22 stopped pad_item.move destroying an item’s system metadata — implementation notes, decision log, linked PR and convention data now survive a move, any field the destination schema has no home for is REPORTED in the move’s activity entry rather than vanishing, and a field setter naming one of those reserved keys is refused with malformed_override instead of writing it (BUG-2674); v0.23 closed the same door on the ordinary update — a field setter naming implementation_notes, decision_log or convention is now refused on every transport at once (validation_error on HTTP, surfaced to MCP clients as validation_failed); the one gate covers the CLI, remote MCP and stdio MCP at once because all three lower a field setter into the same fields_patch; github_pr is deliberately exempt ON UPDATE (move and copy still refuse it), since pad github link cannot run on remote MCP and refusing it would leave those agents with no door at all (that door is itself broken — BUG-2696); item CREATE stays open, deliberately, because its full-fields payload is shared with Pad’s own writers. v0.23 also added the retry-hostile stored_state_unreadable error code so an agent told its target item’s stored data is unreadable stops instead of retrying a permanent failure (BUG-2627 / BUG-2675); v0.24 made the pad_item fields object a real write form on create/update — reads return fields as a native object, and writing that shape back was a silent no-op (accepted, never mapped, dropped while the PATCH still bumped updated_at) — merging it into the same path as field/the dedicated params with conflicting duplicate keys refused, and made input validation strict across all catalog tools: undeclared top-level keys now fail with a structured error instead of being silently dropped (#1066); v0.25 made pad_library.activate resolve its DESTINATION collection from the target’s declared artifact kind (SPEC-5 collection traits) rather than the literal conventions / playbooks slugs, so activating into a workspace that renamed either collection lands correctly instead of failing not-found with the collection sitting right there (BUG-2702); a lookup ERROR is now surfaced rather than silently falling back to the canonical slug, because falling back on an error means writing to a slug nothing was confirmed about (TASK-2657); v0.26 made pad_workspace.create REFUSE with a 403 when the calling OAuth connection's grant has may_create_workspaces=false — that checkbox previously gated only the post-creation auto-add, so a connection whose user declined it could still create workspaces — and on a connection with an explicit workspace allow-list, could not then see them (a wildcard all_current_workspaces connection could, which is why the consent mismatch rather than the invisibility is the defect); the same gate covers POST /workspaces/import, which mints a workspace through a second door. There is deliberately no escape-hatch parameter: the gate expresses the USER's consent decision, so only the user can lift it — by re-authorizing, or by enabling the flag on the existing connection at /console/connected-apps (IDEA-2756); v0.27 typed field values server-side so a declared number/json field is writable from the remote transport at all, carried the fields object with its JSON types intact, named undeclared keys back in warnings.undeclared_fields (accepted rather than refused — a census of 1012 items found 14 such keys across 168 live values, so refusing would have broken read-modify-write on items nobody had edited wrongly), and replaced the accreted per-site conflict guards with ONE check over a canonical view of every source; that check refuses several ambiguities v0.26 resolved silently, chiefly two names for one target in a single call (parent/plan, assign/assigned_user_id, role/agent_role_id), refused even when the values match because the names address one thing through incomparable vocabularies and the two doors resolved them differently (BUG-2850); v0.28 added two ADDITIVE pad_item actions — remind, which arms a one-shot reminder at an RFC3339 instant (remind_at), and ack-reminder, which acknowledges a fired one by id (reminder_id); a bare YYYY-MM-DD is refused rather than read as midnight, since a date names a 24-hour span and picking an hour inside it would be the server choosing a time nobody did (IDEA-2641); v0.29 made a relation field value have to NAME A LIVE ITEM in the collection that field declares — internal/items only ever checked the SHAPE of a relation ("must be a string"), because deciding whether a string names an item is a database question and that package is DB-free, so any string at all was accepted and stored and no client could render it honestly; every write door now refuses a value that names nothing, names an item in the WRONG collection, sits in a field whose schema declares no target collection, or is a SLUG (a deliberate divergence from ResolveItem: a slug is neither an ID nor stable, and free text like "red" resolving to whatever is slugged red today is exactly the corruption this closes). A CARRIED value — one already on the item, asserted by nobody — is never refused, because refusing would make every legacy item un-updatable, un-movable and un-copyable: within a workspace it resolves and survives, across a workspace boundary it is dropped without a lookup and reported in warnings.dropped_fields, so pad_item.action=copy now names a drop where v0.28 silently landed a dangling reference (PLAN-2857 / TASK-2878); v0.30 made one --field key=value entry mean ONE thing at every door — six sites parsed it independently (item create, item list, item update, item move, item copy, and the remote door’s own ingest) in four spellings, so field:[" effort=l"] stored an undeclared field literally named " effort" through the CLI and wrote effort through /mcp, the same call storing two different keys depending only on the transport. All six now share one parse, with two deliberately asymmetric rules: a padded KEY is REFUSED everywhere rather than trimmed anywhere (trimming silently retargets the write to a field the caller did not type), and a VALUE is carried VERBATIM everywhere (trimming reinterprets a caller’s bytes, and on a text field the padding is content) — a padded value against a typed field is refused one layer down by validation, naming the field, which is the same answer at both doors since v0.27 types declared fields server-side. Both doors refuse something they used to accept, and they were accepting it differently — /mcp trimmed the padded key and wrote the declared field, the CLI stored a ghost field beside it; what is /mcp-only is the value half, which it used to trim and type and now passes through to the same validation the CLI has always applied. A caller writing canonical entries sees no difference at either door (BUG-2870); v0.31 let a relation field value be an EXACT TITLE, scoped to the collection that field declares, alongside the UUID and ref v0.29 accepted — a THIRD accepted spelling, so nothing a v0.30 caller sends stops working — added a relation_targets member to reads hydrating each stored id to {id, ref, title} so a client can render a relation without a request per value, and made the fields DSL take the target collection slug as a relation's third part. The bump is owed by that last part: fields="owner:relation" used to be ACCEPTED and is now REFUSED, because the old parser put the third part into Options for every type and so built a relation with no target — a field every subsequent write then refused with target_missing, which is to say a field that could never accept a value. Title resolution is COLLECTION-SCOPED on purpose: a title unique only workspace-wide refuses and names the collection searched, and two matches inside the declared collection get their own ambiguous reason rather than not_found, which would state the opposite of what happened. The ladder is UUID, then ref, then title, so an item literally TITLED "COLO-3" is unreachable by title while the ref resolves. An id-only relation_targets entry means the target is gone OR the caller may not see it, and consumers must not render it as either — the two are made indistinguishable deliberately (PLAN-2857 / TASK-2996); see internal/mcp/version.go for the full changelog)

External agents pin against these so a future rename doesn't break them silently. Errors come back as structured envelopes ({error: {code, message, hint, available_workspaces, ...}}) with a closed code taxonomy — 17 codes as of v0.23, enumerated in internal/mcp/errors.go. Branch on code, not on message text; a code you don't recognize is possible, and stored_state_unreadable in particular means STOP rather than retry.

Full guide at getpad.dev/mcp/local — install paths, action enums per tool, error taxonomy, troubleshooting.

On Pad Cloud? Skip the install: add https://mcp.getpad.dev as a remote MCP server in Claude Desktop, Claude.ai, Cursor, or Windsurf and sign in with OAuth — same tool surface, no local binary. Setup guide at getpad.dev/mcp/remote.

CLI Reference

pad auth configure                    Configure how this client connects to Pad
pad auth setup                        Initialize the first admin account
pad auth login                        Sign in
pad auth whoami                       Show current user

pad server start                      Start the Pad API server
pad server stop                       Stop the Pad server
pad server info                       Show client, connection, and local server status
pad server open                       Open web UI in browser

pad workspace init [name]             Initialize workspace in current directory
pad workspace link <workspace>        Link current directory to an existing workspace
pad workspace list                    List all workspaces
pad workspace switch <workspace>      Switch active workspace
pad workspace context                 Show structured workspace context
pad workspace context set --file X    Update structured workspace context from JSON
# Workspace onboarding: run `/pad onboard` from an agent session inside the workspace
pad workspace members                 List workspace members
pad workspace invite <email>          Invite a workspace member
pad workspace join <code>             Accept an invitation
pad workspace export                  Export workspace data
pad workspace import <file>           Import workspace data

pad project dashboard                 Project dashboard
pad project next                      Recommended next task
pad project ready                     Query actionable next items
pad project stale                     Query stalled or attention-worthy items
pad project standup [--days N]        Daily standup report
pad project changelog [--days N]      Release notes from completed items
pad project watch                     Real-time activity stream
pad project reconcile                 Reconcile item and PR state

pad item create <coll> "title"        Create item (task, idea, plan, doc, ...)
pad item list [collection]            List items (filters: --status, --priority, --all)
pad item show <ref>                   Show item detail
pad item open <ref>                   Open item in web UI
pad item update <ref>                 Update item fields
pad item delete <ref>                 Delete item
pad item move <ref> <collection>      Move item between collections
pad item edit <ref>                   Open item in $EDITOR
pad item search "query"               Full-text search across all items
pad item comment <ref> "text"         Add comment to an item
pad item comments <ref>               View item comments
pad item note <ref> "summary"         Append an implementation note to an item
pad item decide <ref> "decision"      Append a decision log entry to an item
pad item block <src> <target>         Create dependency
pad item blocked-by <item> <blk>      Mark item as blocked
pad item deps <ref>                   Show dependencies
pad item unblock <src> <target>       Remove dependency
pad item related <ref>                Show direct relationships for an item
pad item implemented-by <ref>         Show incoming implementers for an item
pad item bulk-update --status X       Batch update multiple items

pad collection list                   List collections with item counts
pad collection create <name>          Create a custom collection

pad library list                      Browse convention and playbook library
pad library activate <title>          Activate a convention or playbook

pad agent install [tool]              Install /pad skill for AI coding tools
pad agent status                      Show supported tools and installation status
pad agent update                      Update installed tool integrations

pad github link [item-ref]            Link current branch's PR to item
pad github status [item-ref]          Show PR status for linked items
pad github unlink <item-ref>          Remove PR link from item

pad webhook list             List workspace webhooks
pad webhook create <url>     Create webhook

pad session register         Record this session (harness pid + agent name) locally
pad session list             Registered sessions on this machine, with liveness
pad session prune            Remove records of sessions that are dead

All commands accept --format json for machine-readable output and --workspace to target a specific workspace.

Shell completion

pad ships completion scripts for bash, zsh, fish, and PowerShell:

# Bash — current session only
source <(pad completion bash)
# Bash — persistent
pad completion bash > /etc/bash_completion.d/pad                   # Linux
pad completion bash > $(brew --prefix)/etc/bash_completion.d/pad   # macOS (Homebrew)

# Zsh (make sure compinit runs in your ~/.zshrc)
pad completion zsh > "${fpath[1]}/_pad"

# Fish
pad completion fish > ~/.config/fish/completions/pad.fish

# PowerShell (append the output to your $PROFILE)
pad completion powershell | Out-String | Invoke-Expression

Beyond command and flag names, completion is context-aware: collection arguments (e.g. pad item list <TAB>) complete against your workspace's collections, --workspace completes configured workspace names, and --status / --priority complete their valid values.

Authentication

Pad runs without authentication by default for frictionless local use. For local installs, pad init creates the first admin account inline. The lower-level commands are useful when you're hosting a Pad server (Docker / remote) and need to set up auth on the server host directly:

pad auth setup         # Initialize the first admin account (server host, non-local mode)
pad auth login         # Sign in
pad auth whoami        # Show current user
pad auth logout        # Sign out

Once a user exists, all API requests and web UI access require authentication. Credentials are stored in ~/.pad/credentials.json. Multiple users can be invited to workspaces with role-based access control (owner, editor, viewer).

Authenticating with an environment token

Set PAD_TOKEN to a Pad API token (minted with pad token create, or under Settings → API tokens in the web UI) to authenticate without pad auth login:

PAD_TOKEN=pad_xxxxxxxx pad item list

PAD_TOKEN authenticates every command except one: minting a token needs a session, so pad token create is refused when the override carries a pad_ API token — see Managing API tokens from the CLI below. PAD_TOKEN takes precedence over credentials saved by pad auth login — the same convention as gh's GH_TOKEN. This is useful for CI, scripts, and machines where several AI agents share one CLI install but should act as different Pad users: give each agent its own token in its process environment, and the credential store is never touched. pad auth whoami reports the token's identity (with an Auth: PAD_TOKEN environment override line), and pad auth login/logout warn when the override is active — they manage the stored credentials, which the override bypasses. Deliberately, pad auth logout never invalidates the PAD_TOKEN session itself: it signs out the stored session only, and the env token's lifecycle belongs to wherever it was minted (revoke it with pad token revoke or under Settings → API tokens).

Managing API tokens from the CLI

pad token create --name ci-agent              # Mint a token (secret shown once)
pad token create --name cursor --expires-in 30
pad token list                                # Metadata only — never secrets
pad token revoke <token-id>                   # Immediate; the id must be exact

Tokens are user-scoped and act as the user who minted them. create prints the secret exactly once — the server stores only a hash and cannot show it again — so pair each mint with wherever the token will live (CI secret store, an agent's PAD_TOKEN). revoke takes the exact id from pad token list; revocation is immediate, and anything still authenticating with that token fails on its next call.

create needs a login session; list and revoke do not. Minting a token from a session authenticated by a token is refused with HTTP 403 and the code session_required — "Creating or rotating API tokens requires an interactive session, not an API token". So pad token create fails whenever the request is authenticated by an API token — including a pad_ token in PAD_TOKEN, which takes precedence over a stored login — and works from a session. PAD_TOKEN also accepts a padsess_ session token, and that one IS a session, so it mints normally; a browser cookie and a saved CLI session likewise. On a headless machine, pad auth login -i prompts for email and password instead of opening a browser (plain pad auth login is browser-based). The reason for the gate is that the tokens a token mints outlive the revocation of the token that minted them: each has its own name and expiry, and nothing in pad token list records which token minted which — so revoking a leaked credential would not end the access established with it. list and revoke stay reachable by a token deliberately, because revocation is the response to a compromised credential and should not need a fresh login.

pad workspace members               # List workspace members
pad workspace invite user@example.com
pad workspace join <code>

Architecture

┌──────────────────────────────────────────────┐
│              pad (single binary)              │
│                                               │
│  ┌──────────┐  ┌──────────┐  ┌────────────┐  │
│  │   CLI    │  │  REST    │  │  Embedded  │  │
│  │ (Cobra)  │  │  API     │  │  Web UI    │  │
│  └────┬─────┘  └────┬─────┘  │ (SvelteKit)│  │
│       │    HTTP      │        └────────────┘  │
│       └──────────────┤                        │
│                ┌─────▼─────┐                  │
│                │  SQLite   │                  │
│                │  + FTS5   │                  │
│                └───────────┘                  │
└───────────────────────────────────────────────┘
  • Go backend — chi router, SQLite via modernc.org/sqlite (pure Go, no CGO), FTS5 full-text search, SSE for real-time updates
  • SvelteKit frontend — Svelte 5, Tiptap editor, drag-and-drop, adapter-static, embedded via go:embed
  • Single binary — serves the API and web UI, runs on macOS, Linux, and Windows
  • Workspace-per-project — each project gets its own workspace linked by a .pad.toml file

Self-hosted, all data lives in ~/.pad/pad.db. Your data. Your machine. No telemetry, no accounts required — cloud only if you opt in.

Community

  • r/getpad — how-tos, roadmap discussion, and notes from the agents that run Pad's own workspaces
  • GitHub Issues — bugs and feature requests
  • X / Bluesky — release announcements

Contributing

See CONTRIBUTING.md for the development guide.

make build      # Build web UI + Go binary
make test       # Run Go tests
make dev-web    # SvelteKit dev server with hot reload
make install    # Build, install to ~/.local/bin, restart server

Security

See SECURITY.md for reporting vulnerabilities.

Pushes into agent sessions are consent-gated. pad push (and the web push composer) puts an item — and a message — in front of a running Claude Code session as direction from its own user. That is deliberate terminal instruction injection, so since v0.15.0 (PLAN-2613) receiving it is opt-in per session, not a side effect of installing the plugin:

  • No consent, no stream. Nothing streams and nothing listens — watches and pushes alike — until the session consents (the plugin's always-on wrapper only registers presence and exits). /pad:connect arms the session locally and starts the monitor, which announces the armed state when its stream connects; /pad:disconnect withdraws; /pad:status reports the state. A repo can opt its sessions in at start with push.auto_arm = true in .pad.toml — an explicit file edit, never a machine-global default, and vetoable per user in ~/.pad/config.toml.
  • Self-addressed only. The server forces every push's target to the caller's own sessions; nobody can push into a session that isn't theirs. Delivery is filtered to armed sessions, and the surfaces are honest about it: the web composer shows the split ("2 connected, 0 accepting pushes") and withholds a send it knows nobody would accept; a CLI broadcast still publishes and reports delivered_sessions (in JSON output), and a targeted push to a session that is not accepting skips the publish rather than pretending.
  • No grandfathering. Updating the plugin replaces the v0.14 always-on monitor with the gated one for everyone. Sessions that used to receive pushes receive none until they connect; the web composer's counts make that visible rather than silent.
  • The accepted caveat. An agent can run the arm command from inside its own session. That is visible in the transcript, within the operator's sight: the gate protects sessions from the outside and does not police the inside. A push can inject text; it cannot click a permission prompt.

License

Apache License 2.0

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