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
2026-03-26 01:52:36 +00:00
2026-03-26 01:52:36 +00:00

Pad

Project Management for the agent era.

CI Release Go Report Card Container image on GHCR License GitHub Sponsors


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 never leaves your laptop.

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:

use pad to get IDEA-1

Your new workspace ships with a thoughtful first idea — IDEA-1 — that the agent reads and uses to help you get set up around your actual 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.

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 it 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 navigationj/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, 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. All agent actions are attributed in the activity feed, so you always know what the AI changed.

Onboard agents to a new codebase:

pad workspace onboard    # Analyzes project structure, saves workspace context, and suggests conventions

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+.

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.

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.

Binary Download

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

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 ships templates for software (startup / scrum / product), people workflows (hiring, interviewing), and has reserved categories for research, content, operations, and personal use so the same project-management primitives fit well beyond code projects.

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

pad workspace onboard        # Auto-analyze project, save workspace context, and suggest conventions
# Or browse the convention library
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, or Windsurf 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, --all
# Restart the client; pad shows up as the "pad" MCP server.

Tool catalog (v0.3) — eight resource × action tools plus pad_set_workspace (nine total), no flat verb explosion:

Tool Actions
pad_item create, update, delete, get, list, move, link, unlink, deps, star, unstar, starred, comment, list-comments, bulk-update, note, decide
pad_workspace list, members, invite, storage, audit-log
pad_collection list, create
pad_project dashboard, next, standup, changelog
pad_role list, create, delete
pad_search query
pad_playbook list, get, run
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}/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: "0.3" — MCP tool catalog contract

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 eight-code taxonomy.

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

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
pad workspace onboard                 Analyze project, save workspace context, and suggest conventions
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 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

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

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).

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

All data lives in ~/.pad/pad.db. Your data. Your machine. No telemetry, no cloud, no accounts required.

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.

License

Apache License 2.0

Languages
Go 64.8%
TypeScript 21.5%
Svelte 13.1%
Shell 0.3%
CSS 0.1%