xarmian e5eae5e94e feat(web): persistent dismissible CLI-connect banner on workspace pages (TASK-862) (#284)
* feat(web): persistent dismissible CLI-connect banner on workspace pages (TASK-862)

Final web piece of the web-first onboarding on-ramp from PLAN-859 / IDEA-750.
A slim banner now nudges users to connect their workspace to the CLI on
every workspace page, until they either dismiss it or actually do it.

Server:

- New store method WorkspaceHasCLISource(workspaceID) — backed by
  EXISTS(... WHERE source='cli' AND deleted_at IS NULL), so it's a
  cheap O(1) check that short-circuits on the first match.
- Dashboard payload (GET /workspaces/{ws}/dashboard) gains
  HasCLISource bool (json: has_cli_source).
- Unit tests cover empty workspace, web/skill items don't trip it,
  one cli item flips it on, soft-delete flips it back off, and
  cross-workspace isolation.

Web:

- New <ConnectBanner> Svelte 5 component
  (web/src/lib/components/ConnectBanner.svelte). Self-contained:
  reads dismissed state from localStorage, fetches has_cli_source
  itself, mounts <ConnectWorkspaceModal> internally. Two split
  $effect blocks per CONVE-606 — one for the localStorage sync, one
  for the dashboard fetch — so a workspace change doesn't entangle
  the two reactive lifecycles.
- Banner is hidden while loading (hasCliSource === null) to avoid a
  flash-then-auto-hide on workspaces that already have CLI items.
- Storage key pad-cli-banner-dismissed-${wsSlug} matches the existing
  onboarding-dismissed pattern. Per-browser only; TODO comment in
  source about backing it with a workspace_user_state row if cross-
  device persistence is wanted later.
- Mounted in web/src/routes/[username]/[workspace]/+layout.svelte
  above {@render children()} so it appears on every workspace page
  (dashboard, collection lists, item detail, search, activity, etc.)
  and NOT on console/auth pages (the layout is workspace-scoped).
- DashboardResponse type in web/src/lib/types/index.ts gains
  has_cli_source: boolean.

Smoke-tested against the running server: the field is live in the
dashboard payload and reflects reality (this workspace returns
has_cli_source: true since it has many CLI-sourced items, so the
banner is correctly auto-hidden here).

Test plan:
- go build ./... && go test ./... — all green (incl. new
  TestWorkspaceHasCLISource with 5 sub-cases).
- cd web && npm run build — clean.
- make install — clean, server restarted.
- Svelte MCP autofixer ran on ConnectBanner.svelte — no issues.

Parent: PLAN-859. Driving idea: IDEA-750.

* fix(web/connect-banner): stale-response guard + refetch on modal close (Codex round 1)

Two findings from Codex review on PR #284:

1. Stale-response race: rapid workspace switches could let a slow
   dashboard fetch from workspace A overwrite hasCliSource for
   workspace B after the user navigated. Capture the requested slug
   at fetch time, ignore the response if wsSlug has changed since.

2. Auto-hide didn't work in-session: if a user opened the banner
   modal, copied the command, ran it elsewhere, and closed the modal,
   the banner stayed visible because hasCliSource was stale. Refetch
   when the modal transitions from open → closed (the natural moment
   the user has just connected). Uses $effect.pre with a tracked
   previous value, matching the transition pattern in ShareDialog.

The 'someone ran the CLI from another terminal without ever opening
the modal' edge case is left for a follow-up — would require SSE
item-created subscription, which is heavier than this PR's scope.

* fix(server/items): persist source from auth context on create (Codex round 2)

Codex caught an architectural bug while reviewing the TASK-862 banner
work: items created via the CLI were persisting with source='web'
(the column default) instead of 'cli', because handleCreateItem decoded
ItemCreate from the body — which the CLI doesn't set Source on — and
only consulted actorFromRequest AFTER persisting (for SSE / activity
log emission). Result: TASK-862's has_cli_source dashboard signal
would never flip on for normal CLI usage, so the connect-CLI banner
would never auto-hide for users who actually wired up the CLI.

Fix: in handleCreateItem, backfill input.Source from actorFromRequest
before calling store.CreateItem, but only when the client didn't
explicitly set it (so agents marking themselves as 'skill' still
pass through unchanged).

Test: TestCreateItemSourcePersistedFromAuth covers all three branches
- bearer Authorization header → source=cli (uses bootstrap + a real
  session token in the header since the auth middleware validates
  token format and rejects fake values with 401 before the handler
  runs)
- cookie session, no Authorization → source=web
- explicit source in body wins over auth-derived (e.g. 'skill')

* fix(web/connect-banner): seq counter for same-workspace race (Codex round 3)

Round 3 caught a same-workspace race the slug guard didn't cover: an
in-flight workspace-change fetch that resolves AFTER the modal-close
refetch could overwrite the newer 'true' with the older 'false',
making the banner reappear after the user actually wired up the CLI.

Add a monotonic fetchSeq counter — captured at call time, rechecked
before applying the response. Only the LATEST request's result wins,
regardless of arrival order. The slug guard stays as a second-layer
defense for cross-workspace races.

* fix(web/connect-banner): guard banner keydown to currentTarget (Codex round 4)

Round 4 caught a keyboard-event bubble: pressing Enter or Space on
the dismiss X button also fired the banner-level keydown handler,
so the user would dismiss AND open the modal in one stroke.

Guard the parent handler with `e.target !== e.currentTarget` so it
only reacts to keydown that originated on the banner itself. Tabbing
to the dismiss button + Enter now ONLY dismisses.

* fix(store): visibility-filter has_cli_source query (Codex round 5)

Round 5 caught a P2 information leak: WorkspaceHasCLISource scanned
the entire workspace regardless of caller visibility, so a guest
with grants only on web-sourced items could still see has_cli_source
return true (revealing that CLI items exist somewhere they can't see).
That also produced wrong UX — the banner could auto-hide for guests
who couldn't actually use the CLI.

Extend the query to take optional collectionIDs/itemIDs filters
matching the dashboard's existing visibility model: an item counts
when its collection is in collectionIDs OR its id is in itemIDs
(union — guest item-level grants can expose items in otherwise-
hidden collections). Mirrors ListItems' filtering pattern incl. the
"non-nil empty CollectionIDs = no visibility = short-circuit false"
semantics.

Handler now passes dashCollIDs and dashItemIDs to match the rest of
the dashboard payload's filtering. New TestWorkspaceHasCLISourceVisibility
covers the four cases: unfiltered sees all, visible-coll-only hides
CLI items in hidden collections, item-level grant surfaces a hidden
CLI item, and empty visibility short-circuits to false.
2026-04-29 10:05:34 -04:00
2026-03-26 01:52:36 +00:00
2026-03-26 01:52:36 +00:00

Pad

Collaborate with your AI agents.

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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 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).

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"
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

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%