test: cover features since 053a9c0d + repair test tooling

Add ~330 tests across server (Jest), client (Vitest), editor-ext (Vitest)
and packages/mcp (node:test) for the gitmost features added since
053a9c0d: AI chat, AI agent roles, public-share assistant, MCP per-user
auth, HTML embed, page templates/embed, realtime tree, tree
expand/collapse, and the AI-settings UI.

Test-tooling fixes (prerequisite, were silently hiding coverage):
- Repair 3 page-template specs broken by the 11-arg TransclusionService
  constructor; they never compiled, so template access-control / content
  -leak / unsync-strip coverage was fictitious.
- Build @docmost/editor-ext before server tests via a `pretest` hook;
  the stale dist omitted the new HtmlEmbed/PageEmbed exports (TS2305).
- Let jest resolve the .tsx email templates: add `tsx` to
  moduleFileExtensions and widen the ts-jest transform to (t|j)sx?.

Behaviour-preserving "extract pure core" refactors that the tests drive:
- server: resolveShareAssistantRequest + uiMessageTextLength
  (public-share controller), decideBasicGate + mapAuthResultToResponse
  (mcp), buildErrorAssistantRecord (ai-chat), jsonbObject export (roles).
- client: render-raw-html + shouldExecute/canEdit, decide-embed-state,
  page-embed picker utils, tree-socket reducers, open/close branch maps,
  isEndpointConfigured/resolveKeyField; buildTreeWithChildren now treats
  a permission-trimmed orphan as a root instead of crashing.

Deferred (need a test DB or HTTP harness, documented in the specs):
repo-level Postgres integration tests and the public-share XFF E2E.
Pre-existing DI/lib0-ESM suite failures are untouched and out of scope.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

apps/client/src/features/ai-chat/utils/error-message.test.ts

@@ -0,0 +1,53 @@
+import { describe, it, expect } from "vitest";
+import { describeChatError } from "./error-message";
+
+// Identity translator: assert on the raw English key so the tests do not depend
+// on the i18n catalog.
+const t = (key: string) => key;
+
+describe("describeChatError", () => {
+  it('surfaces a provider "402: ..." stream error verbatim', () => {
+    expect(describeChatError("402: Insufficient credits", t)).toBe(
+      "402: Insufficient credits",
+    );
+  });
+
+  it('does NOT misclassify a body that merely contains "403" (no "statusCode":403)', () => {
+    // A provider message mentioning the number 403 must be surfaced verbatim,
+    // never folded into the "AI chat is disabled" gating message.
+    const msg = "429: rate limited after 403 attempts";
+    expect(describeChatError(msg, t)).toBe(msg);
+  });
+
+  it('maps a {"statusCode":403} body to the disabled message', () => {
+    const body = '{"statusCode":403,"message":"Forbidden"}';
+    expect(describeChatError(body, t)).toBe(
+      "AI chat is disabled for this workspace.",
+    );
+  });
+
+  it('maps a {"statusCode":503} body to the not-configured message', () => {
+    const body = '{"statusCode":503,"message":"Service Unavailable"}';
+    expect(describeChatError(body, t)).toBe(
+      "The AI provider is not configured. Ask an administrator to set it up.",
+    );
+  });
+
+  it('falls back to the generic message for "An error occurred."', () => {
+    expect(describeChatError("An error occurred.", t)).toBe(
+      "The AI agent could not respond. Please try again.",
+    );
+  });
+
+  it('falls back to the generic message for "Internal server error"', () => {
+    expect(describeChatError("Internal server error", t)).toBe(
+      "The AI agent could not respond. Please try again.",
+    );
+  });
+
+  it("falls back to the generic message for empty input", () => {
+    expect(describeChatError("", t)).toBe(
+      "The AI agent could not respond. Please try again.",
+    );
+  });
+});

apps/client/src/features/ai-chat/utils/tool-parts.test.tsx

@@ -0,0 +1,100 @@
+import { describe, it, expect } from "vitest";
+import {
+  toolCitations,
+  toolRunState,
+  type ToolUiPart,
+} from "./tool-parts";
+
+describe("toolCitations", () => {
+  it("emits one citation per searchPages item with a /p/{id} href", () => {
+    const part: ToolUiPart = {
+      type: "tool-searchPages",
+      state: "output-available",
+      output: [
+        { id: "p1", title: "First" },
+        { id: "p2", title: "Second" },
+      ],
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "p1", title: "First", href: "/p/p1" },
+      { pageId: "p2", title: "Second", href: "/p/p2" },
+    ]);
+  });
+
+  it("drops searchPages items missing an id", () => {
+    const part: ToolUiPart = {
+      type: "tool-searchPages",
+      state: "output-available",
+      output: [{ title: "No id here" }, { id: "p2", title: "Kept" }],
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "p2", title: "Kept", href: "/p/p2" },
+    ]);
+  });
+
+  it("falls back to input.pageId / input.title for a page-op with only pageId", () => {
+    // The mutating tools echo `pageId` (no `id`); title is taken from the input.
+    const part: ToolUiPart = {
+      type: "tool-updatePageContent",
+      state: "output-available",
+      input: { pageId: "host-1", title: "From input" },
+      output: { pageId: "host-1" },
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "host-1", title: "From input", href: "/p/host-1" },
+    ]);
+  });
+
+  it("prefers output.id over input.pageId when both exist", () => {
+    const part: ToolUiPart = {
+      type: "tool-getPage",
+      state: "output-available",
+      input: { pageId: "input-id", title: "Input title" },
+      output: { id: "output-id", title: "Output title" },
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "output-id", title: "Output title", href: "/p/output-id" },
+    ]);
+  });
+
+  it("returns [] when the state is not output-available", () => {
+    const part: ToolUiPart = {
+      type: "tool-getPage",
+      state: "input-available",
+      output: { id: "p1", title: "Pending" },
+    };
+    expect(toolCitations(part)).toEqual([]);
+  });
+
+  it("returns [] for a page-op output with no resolvable id", () => {
+    const part: ToolUiPart = {
+      type: "tool-getPage",
+      state: "output-available",
+      input: {},
+      output: { title: "Only a title" },
+    };
+    expect(toolCitations(part)).toEqual([]);
+  });
+});
+
+describe("toolRunState", () => {
+  it('maps "output-error" to error', () => {
+    expect(toolRunState("output-error")).toBe("error");
+  });
+
+  it('maps "output-denied" to error', () => {
+    expect(toolRunState("output-denied")).toBe("error");
+  });
+
+  it('maps "output-available" to done', () => {
+    expect(toolRunState("output-available")).toBe("done");
+  });
+
+  it('maps "input-available" to running', () => {
+    expect(toolRunState("input-available")).toBe("running");
+  });
+
+  it("maps undefined to running", () => {
+    expect(toolRunState(undefined)).toBe("running");
+  });
+});

apps/client/src/features/editor/components/html-embed/html-embed-view.tsx

@@ -15,39 +15,11 @@ import { useAtomValue } from "jotai";
 import useUserRole from "@/hooks/use-user-role.tsx";
 import { workspaceAtom } from "@/features/user/atoms/current-user-atom.ts";
 import classes from "./html-embed-view.module.css";
-
-/**
- * Inject raw HTML (including <script> tags) into `container`, executing any
- * scripts.
- *
- * Setting `innerHTML` does NOT run inline or external <script> tags the browser
- * parses that way: the HTML spec marks scripts inserted via innerHTML as
- * "already started" so they never execute. To get the tracker/analytics
- * use-case working we walk the freshly-parsed scripts and replace each with a
- * brand-new <script> element copying its attributes and inline code. A
- * programmatically created+inserted <script> DOES execute, so this restores
- * normal script behaviour in the wiki origin (Variant C).
- */
-function renderRawHtml(container: HTMLElement, source: string) {
-  // Clear any previous render (re-render on source change).
-  container.innerHTML = "";
-  if (!source) return;
-
-  container.innerHTML = source;
-
-  const scripts = Array.from(container.querySelectorAll("script"));
-  for (const oldScript of scripts) {
-    const newScript = document.createElement("script");
-    // Copy every attribute (src, type, async, defer, data-*, etc.).
-    for (const attr of Array.from(oldScript.attributes)) {
-      newScript.setAttribute(attr.name, attr.value);
-    }
-    // Copy inline code.
-    newScript.text = oldScript.textContent ?? "";
-    // Replacing the node in place triggers execution.
-    oldScript.parentNode?.replaceChild(newScript, oldScript);
-  }
-}
+import {
+  canEdit as computeCanEdit,
+  renderRawHtml,
+  shouldExecute as computeShouldExecute,
+} from "./render-raw-html.ts";
 
 export default function HtmlEmbedView(props: NodeViewProps) {
   const { t } = useTranslation();
@@ -70,7 +42,10 @@ export default function HtmlEmbedView(props: NodeViewProps) {
   //    here — we execute exactly the `source` the server chose to serve.
   //  - EDITABLE editor (admin authoring): keep gating on the per-workspace
   //    toggle so an admin sees the inert placeholder when the feature is OFF.
-  const shouldExecute = !editor.isEditable || htmlEmbedEnabled;
+  const shouldExecute = computeShouldExecute(
+    editor.isEditable,
+    htmlEmbedEnabled,
+  );
 
   const contentRef = useRef<HTMLDivElement | null>(null);
   const [modalOpen, setModalOpen] = useState(false);
@@ -104,7 +79,7 @@ export default function HtmlEmbedView(props: NodeViewProps) {
   // The edit affordance is only meaningful in edit mode, is restricted to admins
   // (the server strips the node for non-admins anyway), and is offered only when
   // the workspace feature toggle is ON.
-  const canEdit = editor.isEditable && isAdmin && htmlEmbedEnabled;
+  const canEdit = computeCanEdit(editor.isEditable, isAdmin, htmlEmbedEnabled);
 
   return (
     <NodeViewWrapper

apps/client/src/features/editor/components/html-embed/render-raw-html.test.ts

@@ -0,0 +1,112 @@
+import { describe, it, expect, beforeEach, afterEach } from "vitest";
+import { JSDOM } from "jsdom";
+import { renderRawHtml, shouldExecute, canEdit } from "./render-raw-html";
+
+// jsdom does NOT execute <script> nodes unless its instance was created with
+// `runScripts: "dangerously"`. The whole point of renderRawHtml is to make
+// re-created scripts run, so the execution tests drive a dedicated script-
+// running JSDOM and pass it a container from THAT document (renderRawHtml uses
+// `container.ownerDocument`, so it creates the fresh scripts in the running
+// instance). The default vitest jsdom (no runScripts) is used for the
+// structural and policy assertions.
+describe("renderRawHtml (script execution against a runScripts jsdom)", () => {
+  let dom: JSDOM;
+  let container: HTMLElement;
+
+  beforeEach(() => {
+    dom = new JSDOM("<!doctype html><html><body></body></html>", {
+      runScripts: "dangerously",
+    });
+    container = dom.window.document.createElement("div");
+    dom.window.document.body.appendChild(container);
+  });
+
+  afterEach(() => {
+    dom.window.close();
+  });
+
+  it("re-creates and executes an inline <script> (observable side effect)", () => {
+    renderRawHtml(
+      container,
+      "<div>hello</div><script>window.__htmlEmbedFlag = true;</script>",
+    );
+    // The re-created inline script ran inside the jsdom window.
+    expect((dom.window as unknown as Record<string, unknown>).__htmlEmbedFlag).toBe(
+      true,
+    );
+    // The non-script markup is preserved.
+    expect(container.querySelector("div")?.textContent).toBe("hello");
+  });
+
+  it("copies src/async/defer onto a re-created external <script src>", () => {
+    renderRawHtml(
+      container,
+      '<script src="https://example.com/t.js" async defer></script>',
+    );
+    const script = container.querySelector("script");
+    expect(script).not.toBeNull();
+    expect(script?.getAttribute("src")).toBe("https://example.com/t.js");
+    expect(script?.hasAttribute("async")).toBe(true);
+    expect(script?.hasAttribute("defer")).toBe(true);
+  });
+
+  it("clears the container when the source is empty", () => {
+    container.innerHTML = "<p>stale</p>";
+    renderRawHtml(container, "");
+    expect(container.innerHTML).toBe("");
+  });
+
+  it("clears prior content first on a re-render with new source", () => {
+    const win = dom.window as unknown as Record<string, unknown>;
+    renderRawHtml(
+      container,
+      "<span id='first'>one</span><script>window.__htmlEmbedCount = 1;</script>",
+    );
+    expect(win.__htmlEmbedCount).toBe(1);
+    expect(container.querySelector("#first")).not.toBeNull();
+
+    renderRawHtml(
+      container,
+      "<span id='second'>two</span><script>window.__htmlEmbedCount = 2;</script>",
+    );
+    // Prior content is gone; only the new render remains.
+    expect(container.querySelector("#first")).toBeNull();
+    expect(container.querySelector("#second")).not.toBeNull();
+    expect(win.__htmlEmbedCount).toBe(2);
+  });
+});
+
+describe("shouldExecute (execution policy)", () => {
+  it("read-only executes regardless of the workspace toggle", () => {
+    // isEditable=false → the server already gated the content.
+    expect(shouldExecute(false, false)).toBe(true);
+    expect(shouldExecute(false, true)).toBe(true);
+  });
+
+  it("editable + toggle OFF does NOT execute", () => {
+    expect(shouldExecute(true, false)).toBe(false);
+  });
+
+  it("editable + toggle ON executes", () => {
+    expect(shouldExecute(true, true)).toBe(true);
+  });
+});
+
+describe("canEdit (edit policy)", () => {
+  it("a member (non-admin) can never edit", () => {
+    expect(canEdit(true, false, true)).toBe(false);
+    expect(canEdit(false, false, true)).toBe(false);
+  });
+
+  it("an admin with the toggle OFF cannot edit", () => {
+    expect(canEdit(true, true, false)).toBe(false);
+  });
+
+  it("an admin with the toggle ON in editable mode can edit", () => {
+    expect(canEdit(true, true, true)).toBe(true);
+  });
+
+  it("an admin in read-only mode cannot edit (no edit affordance)", () => {
+    expect(canEdit(false, true, true)).toBe(false);
+  });
+});

apps/client/src/features/editor/components/html-embed/render-raw-html.ts

@@ -0,0 +1,73 @@
+/**
+ * Pure DOM helpers for the HTML embed node view. Kept out of the React
+ * component so the script re-creation/execution mechanism and the execution/
+ * edit policy can be unit-tested against a bare jsdom container with no
+ * Tiptap/Mantine providers.
+ */
+
+/**
+ * Inject raw HTML (including <script> tags) into `container`, executing any
+ * scripts.
+ *
+ * Setting `innerHTML` does NOT run inline or external <script> tags the browser
+ * parses that way: the HTML spec marks scripts inserted via innerHTML as
+ * "already started" so they never execute. To get the tracker/analytics
+ * use-case working we walk the freshly-parsed scripts and replace each with a
+ * brand-new <script> element copying its attributes and inline code. A
+ * programmatically created+inserted <script> DOES execute, so this restores
+ * normal script behaviour in the wiki origin (Variant C).
+ */
+export function renderRawHtml(container: HTMLElement, source: string): void {
+  // Clear any previous render (re-render on source change).
+  container.innerHTML = "";
+  if (!source) return;
+
+  container.innerHTML = source;
+
+  // Use the container's own document so the helper works against any document
+  // (the live page or a standalone jsdom instance in tests), not just the
+  // ambient global `document`.
+  const doc = container.ownerDocument;
+  const scripts = Array.from(container.querySelectorAll("script"));
+  for (const oldScript of scripts) {
+    const newScript = doc.createElement("script");
+    // Copy every attribute (src, type, async, defer, data-*, etc.).
+    for (const attr of Array.from(oldScript.attributes)) {
+      newScript.setAttribute(attr.name, attr.value);
+    }
+    // Copy inline code.
+    newScript.text = oldScript.textContent ?? "";
+    // Replacing the node in place triggers execution.
+    oldScript.parentNode?.replaceChild(newScript, oldScript);
+  }
+}
+
+/**
+ * Execution policy split by editor mode:
+ *  - READ-ONLY / public-share view: the SERVER already decided whether to
+ *    include the embed (it strips htmlEmbed from shared content when the
+ *    workspace toggle is OFF). An anonymous viewer has no workspace and thus
+ *    reads `featureEnabled` as false, so we must NOT gate execution on it here
+ *    — we execute exactly the `source` the server chose to serve.
+ *  - EDITABLE editor (admin authoring): keep gating on the per-workspace toggle
+ *    so an admin sees the inert placeholder when the feature is OFF.
+ */
+export function shouldExecute(
+  isEditable: boolean,
+  featureEnabled: boolean,
+): boolean {
+  return !isEditable || featureEnabled;
+}
+
+/**
+ * The edit affordance is only meaningful in edit mode, is restricted to admins
+ * (the server strips the node for non-admins anyway), and is offered only when
+ * the workspace feature toggle is ON.
+ */
+export function canEdit(
+  isEditable: boolean,
+  isAdmin: boolean,
+  featureEnabled: boolean,
+): boolean {
+  return isEditable && isAdmin && featureEnabled;
+}

apps/client/src/features/editor/components/page-embed/decide-embed-state.test.ts

@@ -0,0 +1,141 @@
+import { describe, it, expect } from "vitest";
+import { decideEmbedState } from "./decide-embed-state";
+import { PAGE_EMBED_MAX_DEPTH } from "./page-embed-ancestry-context";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+const okResult: PageTemplateLookup = {
+  sourcePageId: "p1",
+  slugId: "slug-p1",
+  title: "Template",
+  icon: null,
+  content: { type: "doc" },
+  sourceUpdatedAt: "2026-01-01T00:00:00.000Z",
+};
+
+describe("decideEmbedState", () => {
+  it("returns no_source when sourcePageId is null", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: null,
+        chain: [],
+        hostPageId: null,
+        available: true,
+        result: null,
+      }),
+    ).toBe("no_source");
+  });
+
+  it("returns cycle when sourcePageId is already in the ancestor chain", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: ["root", "p1"],
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("cycle");
+  });
+
+  it("returns cycle when sourcePageId equals the host page id (top-level self-embed)", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "host",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("cycle");
+  });
+
+  it("returns too_deep when chain length reaches PAGE_EMBED_MAX_DEPTH", () => {
+    const chain = Array.from({ length: PAGE_EMBED_MAX_DEPTH }, (_, i) => `a${i}`);
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain,
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("too_deep");
+  });
+
+  it("cycle wins over too_deep when both apply (cycle checked first)", () => {
+    const chain = Array.from(
+      { length: PAGE_EMBED_MAX_DEPTH },
+      (_, i) => `a${i}`,
+    );
+    chain[0] = "p1"; // also a cycle
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain,
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("cycle");
+  });
+
+  it("returns unavailable when no lookup context is mounted", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: false,
+        result: null,
+      }),
+    ).toBe("unavailable");
+  });
+
+  it("returns loading when available but the result is not back yet", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: null,
+      }),
+    ).toBe("loading");
+  });
+
+  it("returns no_access when the result status is no_access", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: { sourcePageId: "p1", status: "no_access" },
+      }),
+    ).toBe("no_access");
+  });
+
+  it("returns not_found when the result status is not_found", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: { sourcePageId: "p1", status: "not_found" },
+      }),
+    ).toBe("not_found");
+  });
+
+  it("returns ok for a resolved template (happy path)", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("ok");
+  });
+});

apps/client/src/features/editor/components/page-embed/decide-embed-state.ts

@@ -0,0 +1,58 @@
+import { PAGE_EMBED_MAX_DEPTH } from "./page-embed-ancestry-context";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+/**
+ * The render outcome of a single pageEmbed node, decided BEFORE rendering a
+ * nested editor. Kept pure (no React) so the cycle / depth / access / not-found
+ * branch logic is unit-testable in isolation; the node view maps each outcome
+ * to a placeholder or the embedded content.
+ */
+export type EmbedState =
+  | "no_source" // no sourcePageId picked yet
+  | "cycle" // self-embed or an ancestor already shows this page
+  | "too_deep" // nesting depth limit reached
+  | "unavailable" // no lookup context (e.g. public share)
+  | "loading" // context present, result not back yet
+  | "ok" // resolved template content to render
+  | "no_access" // server says the viewer can't see the page
+  | "not_found"; // server says the page no longer exists
+
+export interface DecideEmbedStateInput {
+  sourcePageId: string | null;
+  /** sourcePageIds of every ancestor pageEmbed up the render tree. */
+  chain: string[];
+  /** Host page id; a top-level self-embed must be caught against it. */
+  hostPageId: string | null;
+  /** Whether a lookup context is mounted (false on public shares in MVP). */
+  available: boolean;
+  /** The lookup result, or null while still loading. */
+  result: PageTemplateLookup | null;
+}
+
+/**
+ * Decide what a pageEmbed should render. The order matters: cycle and depth
+ * guards run first (before any lookup is even consulted), then availability,
+ * then the resolved result. Mirrors the branch ladder in PageEmbedBody.
+ */
+export function decideEmbedState({
+  sourcePageId,
+  chain,
+  hostPageId,
+  available,
+  result,
+}: DecideEmbedStateInput): EmbedState {
+  if (!sourcePageId) return "no_source";
+
+  // Self-embed or a source already present in the ancestor chain → cycle.
+  const isCycle = chain.includes(sourcePageId) || hostPageId === sourcePageId;
+  if (isCycle) return "cycle";
+
+  if (chain.length >= PAGE_EMBED_MAX_DEPTH) return "too_deep";
+
+  if (!available) return "unavailable";
+  if (!result) return "loading";
+
+  if (!("status" in result)) return "ok";
+  if (result.status === "no_access") return "no_access";
+  return "not_found";
+}

apps/client/src/features/editor/components/page-embed/page-embed-ancestry-context.test.tsx

@@ -0,0 +1,71 @@
+import { describe, it, expect } from "vitest";
+import { render } from "@testing-library/react";
+import {
+  PageEmbedAncestryProvider,
+  usePageEmbedAncestry,
+} from "./page-embed-ancestry-context";
+
+// Probe child: renders the current ancestry context value as JSON so the test
+// can assert on the accumulated chain and host without any Tiptap editor.
+function Probe({ testId }: { testId: string }) {
+  const ancestry = usePageEmbedAncestry();
+  return <div data-testid={testId}>{JSON.stringify(ancestry)}</div>;
+}
+
+function read(el: HTMLElement) {
+  return JSON.parse(el.textContent || "{}") as {
+    chain: string[];
+    hostPageId: string | null;
+  };
+}
+
+describe("PageEmbedAncestryProvider", () => {
+  it("accumulates the chain in order across nested providers", () => {
+    const { getByTestId } = render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host">
+        <PageEmbedAncestryProvider sourcePageId="b">
+          <PageEmbedAncestryProvider sourcePageId="c">
+            <Probe testId="leaf" />
+          </PageEmbedAncestryProvider>
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual(["a", "b", "c"]);
+    expect(value.hostPageId).toBe("host");
+  });
+
+  it("leaves the chain unchanged when sourcePageId is absent, still propagating the host", () => {
+    const { getByTestId } = render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host">
+        <PageEmbedAncestryProvider>
+          <Probe testId="leaf" />
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual(["a"]);
+    expect(value.hostPageId).toBe("host");
+  });
+
+  it("keeps the first (top-level) host even if an inner provider passes a different one", () => {
+    const { getByTestId } = render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="top-host">
+        <PageEmbedAncestryProvider sourcePageId="b" hostPageId="inner-host">
+          <Probe testId="leaf" />
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual(["a", "b"]);
+    // Inner host is ignored: the top-level host is set once and propagated.
+    expect(value.hostPageId).toBe("top-host");
+  });
+
+  it("defaults to an empty chain and null host with no provider", () => {
+    const { getByTestId } = render(<Probe testId="leaf" />);
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual([]);
+    expect(value.hostPageId).toBeNull();
+  });
+});

apps/client/src/features/editor/components/page-embed/page-embed-lookup-context.test.tsx

@@ -0,0 +1,162 @@
+import {
+  describe,
+  it,
+  expect,
+  vi,
+  beforeEach,
+  afterEach,
+} from "vitest";
+import { act, render } from "@testing-library/react";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+// Mock the API module the provider calls. Hoisted by vitest before the import.
+const lookupTemplate = vi.fn();
+vi.mock("@/features/page-embed/services/page-embed-api", () => ({
+  lookupTemplate: (...args: unknown[]) => lookupTemplate(...args),
+}));
+
+// Imported AFTER the mock is declared so the provider picks up the mock.
+import {
+  PageEmbedLookupProvider,
+  usePageEmbedLookup,
+} from "./page-embed-lookup-context";
+
+function ok(id: string): PageTemplateLookup {
+  return {
+    sourcePageId: id,
+    slugId: `slug-${id}`,
+    title: `T-${id}`,
+    icon: null,
+    content: { type: "doc" },
+    sourceUpdatedAt: "2026-01-01T00:00:00.000Z",
+  };
+}
+
+// Probe that subscribes to a sourceId and exposes its latest result + refresh.
+function Probe({
+  id,
+  sink,
+}: {
+  id: string;
+  sink: (api: ReturnType<typeof usePageEmbedLookup>) => void;
+}) {
+  const api = usePageEmbedLookup(id);
+  sink(api);
+  return <div>{api.result ? "loaded" : "pending"}</div>;
+}
+
+describe("PageEmbedLookupProvider (batching / dedup / refresh)", () => {
+  beforeEach(() => {
+    vi.useFakeTimers();
+    lookupTemplate.mockReset();
+  });
+
+  afterEach(() => {
+    vi.runOnlyPendingTimers();
+    vi.useRealTimers();
+  });
+
+  it("dedups two subscribers for the same id into a single lookup call; both get the result", async () => {
+    let a: ReturnType<typeof usePageEmbedLookup> | null = null;
+    let b: ReturnType<typeof usePageEmbedLookup> | null = null;
+    lookupTemplate.mockResolvedValue({ items: [ok("p1")] });
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={(x) => (a = x)} />
+        <Probe id="p1" sink={(x) => (b = x)} />
+      </PageEmbedLookupProvider>,
+    );
+
+    // Subscriptions run in effects + the 10ms debounce batches them together.
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+
+    expect(lookupTemplate).toHaveBeenCalledTimes(1);
+    expect(lookupTemplate).toHaveBeenCalledWith({ sourcePageIds: ["p1"] });
+    expect(a!.result).toEqual(ok("p1"));
+    expect(b!.result).toEqual(ok("p1"));
+  });
+
+  it("batches two distinct ids subscribed within the window into one call", async () => {
+    lookupTemplate.mockResolvedValue({ items: [ok("p1"), ok("p2")] });
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={() => {}} />
+        <Probe id="p2" sink={() => {}} />
+      </PageEmbedLookupProvider>,
+    );
+
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+
+    expect(lookupTemplate).toHaveBeenCalledTimes(1);
+    expect(lookupTemplate.mock.calls[0][0]).toEqual({
+      sourcePageIds: ["p1", "p2"],
+    });
+  });
+
+  it("refresh() clears the cache and re-fetches", async () => {
+    let a: ReturnType<typeof usePageEmbedLookup> | null = null;
+    lookupTemplate.mockResolvedValue({ items: [ok("p1")] });
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={(x) => (a = x)} />
+      </PageEmbedLookupProvider>,
+    );
+
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+    expect(lookupTemplate).toHaveBeenCalledTimes(1);
+
+    // refresh resolves once the next batch flush completes.
+    await act(async () => {
+      const p = a!.refresh();
+      await vi.advanceTimersByTimeAsync(20);
+      await p;
+    });
+
+    expect(lookupTemplate).toHaveBeenCalledTimes(2);
+  });
+
+  it("a rejected lookup resolves refresh() waiters, clears inFlight, and logs the error (not swallowed)", async () => {
+    const errSpy = vi.spyOn(console, "error").mockImplementation(() => {});
+    let a: ReturnType<typeof usePageEmbedLookup> | null = null;
+    lookupTemplate.mockRejectedValueOnce(new Error("boom"));
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={(x) => (a = x)} />
+      </PageEmbedLookupProvider>,
+    );
+
+    // Initial subscription enqueues a lookup that rejects.
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+
+    expect(errSpy).toHaveBeenCalled();
+    // The error message is surfaced, not swallowed.
+    expect(errSpy.mock.calls[0][0]).toContain("[pageEmbed] template lookup failed");
+
+    // inFlight was cleared on failure, so a refresh re-enqueues and resolves.
+    lookupTemplate.mockResolvedValueOnce({ items: [ok("p1")] });
+    let resolved = false;
+    await act(async () => {
+      const p = a!.refresh().then(() => {
+        resolved = true;
+      });
+      await vi.advanceTimersByTimeAsync(20);
+      await p;
+    });
+    expect(resolved).toBe(true);
+    expect(a!.result).toEqual(ok("p1"));
+
+    errSpy.mockRestore();
+  });
+});

apps/client/src/features/editor/components/page-embed/page-embed-picker.tsx

@@ -6,6 +6,7 @@ import { IconFileText, IconSearch } from "@tabler/icons-react";
 import type { Editor, Range } from "@tiptap/core";
 import { searchSuggestions } from "@/features/search/services/search-service";
 import type { IPage } from "@/features/page/types/page.types";
+import { buildPickerQuery, excludeHost } from "./page-embed-picker.utils";
 
 export const PAGE_EMBED_PICKER_EVENT = "open-page-embed-picker";
 
@@ -43,21 +44,13 @@ export default function PageEmbedPicker() {
 
   const { data, isFetching } = useQuery({
     queryKey: ["page-embed-template-picker", query],
-    queryFn: () =>
-      searchSuggestions({
-        query,
-        includePages: true,
-        onlyTemplates: true,
-        limit: 20,
-      }),
+    queryFn: () => searchSuggestions(buildPickerQuery(query)),
     enabled: opened,
     staleTime: 30 * 1000,
   });
 
   const hostPageId = detailRef.current?.hostPageId;
-  const pages = ((data?.pages ?? []) as IPage[]).filter(
-    (p) => p && p.id !== hostPageId,
-  );
+  const pages = excludeHost((data?.pages ?? []) as IPage[], hostPageId);
 
   const handleSelect = (page: IPage) => {
     const detail = detailRef.current;

apps/client/src/features/editor/components/page-embed/page-embed-picker.utils.test.ts

@@ -0,0 +1,43 @@
+import { describe, it, expect } from "vitest";
+import { excludeHost, buildPickerQuery } from "./page-embed-picker.utils";
+import type { IPage } from "@/features/page/types/page.types";
+
+function page(id: string): IPage {
+  return { id, title: id, slugId: `slug-${id}` } as IPage;
+}
+
+describe("excludeHost", () => {
+  it("drops the host page from the results (self-embed guard)", () => {
+    const result = excludeHost([page("a"), page("host"), page("b")], "host");
+    expect(result.map((p) => p.id)).toEqual(["a", "b"]);
+  });
+
+  it("returns all pages when hostPageId is undefined", () => {
+    const result = excludeHost([page("a"), page("b")], undefined);
+    expect(result.map((p) => p.id)).toEqual(["a", "b"]);
+  });
+
+  it("drops null/blank entries", () => {
+    const result = excludeHost(
+      [page("a"), null as unknown as IPage, page("b")],
+      "host",
+    );
+    expect(result.map((p) => p.id)).toEqual(["a", "b"]);
+  });
+});
+
+describe("buildPickerQuery", () => {
+  it("passes onlyTemplates:true with the query and page inclusion", () => {
+    expect(buildPickerQuery("foo")).toEqual({
+      query: "foo",
+      includePages: true,
+      onlyTemplates: true,
+      limit: 20,
+    });
+  });
+
+  it("preserves an empty query", () => {
+    expect(buildPickerQuery("").query).toBe("");
+    expect(buildPickerQuery("").onlyTemplates).toBe(true);
+  });
+});

apps/client/src/features/editor/components/page-embed/page-embed-picker.utils.ts

@@ -0,0 +1,27 @@
+import type { IPage } from "@/features/page/types/page.types";
+import type { SearchSuggestionParams } from "@/features/search/types/search.types";
+
+/**
+ * Self-embed guard at insertion time: drop the host page (and any null/blank
+ * entries) from the picker results so the current page can't embed itself.
+ */
+export function excludeHost(
+  pages: IPage[],
+  hostPageId: string | undefined,
+): IPage[] {
+  return pages.filter((p) => p && p.id !== hostPageId);
+}
+
+/**
+ * Build the search-suggestions query for the template picker. Always restricts
+ * to template-flagged pages (`onlyTemplates`) and includes pages, mirroring the
+ * inline query args in PageEmbedPicker.
+ */
+export function buildPickerQuery(query: string): SearchSuggestionParams {
+  return {
+    query,
+    includePages: true,
+    onlyTemplates: true,
+    limit: 20,
+  };
+}

apps/client/src/features/editor/components/page-embed/page-embed-view.tsx

@@ -21,8 +21,8 @@ import { usePageEmbedLookup } from "./page-embed-lookup-context";
 import {
   PageEmbedAncestryProvider,
   usePageEmbedAncestry,
-  PAGE_EMBED_MAX_DEPTH,
 } from "./page-embed-ancestry-context";
+import { decideEmbedState } from "./decide-embed-state";
 import PageEmbedContent from "./page-embed-content";
 
 function Placeholder({
@@ -99,13 +99,15 @@ function PageEmbedBody({
     }
   };
 
-  // --- Cycle / depth guard (evaluated before any lookup is rendered) ---------
-  // Self-embed or a source already present in the ancestor chain → cycle.
-  const isCycle =
-    !!sourcePageId &&
-    (ancestry.chain.includes(sourcePageId) ||
-      ancestry.hostPageId === sourcePageId);
-  const isTooDeep = ancestry.chain.length >= PAGE_EMBED_MAX_DEPTH;
+  // --- Cycle / depth / availability decision (pure, unit-tested) ------------
+  // Evaluated before any nested editor is rendered.
+  const embedState = decideEmbedState({
+    sourcePageId,
+    chain: ancestry.chain,
+    hostPageId: ancestry.hostPageId,
+    available,
+    result,
+  });
 
   const sourceTitle =
     result && !("status" in result) ? result.title : null;
@@ -187,28 +189,28 @@ function PageEmbedBody({
     ) : null;
 
   let body: React.ReactNode;
-  if (!sourcePageId) {
+  if (embedState === "no_source") {
     body = (
       <Placeholder
         icon={<IconInfoCircle size={18} stroke={1.6} />}
         label={t("No page selected")}
       />
     );
-  } else if (isCycle) {
+  } else if (embedState === "cycle") {
     body = (
       <Placeholder
         icon={<IconRepeat size={18} stroke={1.6} />}
         label={t("Circular embed: this page is already shown above")}
       />
     );
-  } else if (isTooDeep) {
+  } else if (embedState === "too_deep") {
     body = (
       <Placeholder
         icon={<IconRepeat size={18} stroke={1.6} />}
         label={t("Embed nesting limit reached")}
       />
     );
-  } else if (!available) {
+  } else if (embedState === "unavailable") {
     // No lookup context (e.g. public share) → placeholder, no fetch in MVP.
     body = (
       <Placeholder
@@ -216,9 +218,9 @@ function PageEmbedBody({
         label={t("Embedded page is not available here")}
       />
     );
-  } else if (!result) {
+  } else if (embedState === "loading") {
     body = <div style={{ minHeight: 24 }} />;
-  } else if (!("status" in result)) {
+  } else if (embedState === "ok" && result && !("status" in result)) {
     body = (
       <PageEmbedAncestryProvider
         sourcePageId={sourcePageId}
@@ -227,7 +229,7 @@ function PageEmbedBody({
         <PageEmbedContent content={result.content} />
       </PageEmbedAncestryProvider>
     );
-  } else if (result.status === "no_access") {
+  } else if (embedState === "no_access") {
     body = (
       <Placeholder
         icon={<IconEyeOff size={18} stroke={1.6} />}

apps/client/src/features/page/tree/components/space-tree.expand-all.test.tsx

@@ -0,0 +1,228 @@
+import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
+import { createRef } from "react";
+import { render, waitFor, cleanup } from "@testing-library/react";
+
+// --- Mocks for the heavy / networked module graph ---------------------------
+// SpaceTree pulls in query hooks, page services, i18n, notifications and two
+// child render components. The expandAll contract is exercised purely through
+// the imperative ref, so we mock everything that would otherwise need a real
+// server / router and stub the visual children to empty renders.
+
+const getSpaceTreeMock = vi.fn();
+const notificationsShowMock = vi.fn();
+
+vi.mock("@/features/page/services/page-service.ts", () => ({
+  getSpaceTree: (...args: unknown[]) => getSpaceTreeMock(...args),
+  getPageBreadcrumbs: vi.fn(),
+}));
+
+vi.mock("@/features/page/queries/page-query.ts", () => ({
+  // No root pages and no further pages — the data-load effect is inert so the
+  // test fully controls the tree through expandAll.
+  useGetRootSidebarPagesQuery: () => ({
+    data: undefined,
+    hasNextPage: false,
+    fetchNextPage: vi.fn(),
+    isFetching: false,
+  }),
+  usePageQuery: () => ({ data: undefined }),
+  fetchAllAncestorChildren: vi.fn(),
+}));
+
+vi.mock("@/features/page/tree/hooks/use-tree-mutation.ts", () => ({
+  useTreeMutation: () => ({ handleMove: vi.fn() }),
+}));
+
+vi.mock("@mantine/notifications", () => ({
+  notifications: { show: (...args: unknown[]) => notificationsShowMock(...args) },
+}));
+
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({ t: (key: string) => key }),
+}));
+
+vi.mock("react-router-dom", () => ({
+  useParams: () => ({ pageSlug: undefined }),
+}));
+
+vi.mock("@/lib", () => ({
+  extractPageSlugId: () => undefined,
+}));
+
+vi.mock("@/lib/config.ts", () => ({
+  isCompactPageTreeEnabled: () => false,
+}));
+
+// Stub the visual children so we don't drag in the full DnD / Mantine stack.
+vi.mock("./doc-tree", () => ({
+  DocTree: () => null,
+  ROW_HEIGHT_COMPACT: 28,
+  ROW_HEIGHT_STANDARD: 32,
+}));
+vi.mock("./space-tree-row", () => ({
+  SpaceTreeRow: () => null,
+}));
+
+vi.mock("@mantine/core", () => ({
+  Text: ({ children }: { children?: unknown }) => children ?? null,
+}));
+
+// The real openTreeNodesAtom is localStorage-backed (atomWithStorage +
+// getOnInit), which crashes under jsdom's localStorage shim here. Swap in a
+// plain in-memory atom with the same read value (OpenMap) and the same setter
+// shape (value OR functional updater) so the component's open-state logic runs
+// unchanged while staying inside the test store.
+vi.mock("@/features/page/tree/atoms/open-tree-nodes-atom.ts", async () => {
+  const { atom } = await import("jotai");
+  type OpenMap = Record<string, boolean>;
+  const base = atom<OpenMap>({});
+  const openTreeNodesAtom = atom(
+    (get) => get(base),
+    (get, set, update: OpenMap | ((prev: OpenMap) => OpenMap)) => {
+      const next =
+        typeof update === "function"
+          ? (update as (prev: OpenMap) => OpenMap)(get(base))
+          : update;
+      set(base, next);
+    },
+  );
+  return { openTreeNodesAtom };
+});
+
+import SpaceTree, { SpaceTreeApi } from "./space-tree";
+import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
+import { openTreeNodesAtom } from "@/features/page/tree/atoms/open-tree-nodes-atom.ts";
+import { createStore, Provider } from "jotai";
+import type { SpaceTreeNode } from "@/features/page/tree/types.ts";
+
+// A flat space-tree response (parentPageId pointers) that buildTree +
+// buildTreeWithChildren nest into a multi-level tree. Depth > 1 lets us assert
+// expandAll never fans out into per-branch fetches (no N+1).
+function spaceTreeItems(): SpaceTreeNode[] {
+  const n = (
+    id: string,
+    parentPageId: string | null,
+    position: string,
+  ): SpaceTreeNode => ({
+    id,
+    slugId: `slug-${id}`,
+    name: id,
+    icon: undefined,
+    position,
+    spaceId: "space-1",
+    parentPageId: parentPageId as unknown as string,
+    hasChildren: false,
+    children: [],
+  });
+  return [
+    n("root", null, "a0"),
+    n("branch", "root", "a1"),
+    n("leaf", "branch", "a1"),
+  ];
+}
+
+function renderTree(store: ReturnType<typeof createStore>) {
+  const ref = createRef<SpaceTreeApi>();
+  render(
+    <Provider store={store}>
+      <SpaceTree ref={ref} spaceId="space-1" readOnly={false} />
+    </Provider>,
+  );
+  return ref;
+}
+
+beforeEach(() => {
+  getSpaceTreeMock.mockReset();
+  notificationsShowMock.mockReset();
+  // jsdom's localStorage shim here lacks `clear`; guard it. Each test uses a
+  // fresh jotai store anyway, so cross-test open-state never leaks.
+  try {
+    localStorage.clear?.();
+  } catch {
+    /* ignore — fresh store per test isolates state */
+  }
+});
+
+afterEach(() => {
+  cleanup();
+});
+
+describe("SpaceTree.expandAll (integration via ref)", () => {
+  it("makes exactly ONE getSpaceTree call regardless of depth (no N+1)", async () => {
+    getSpaceTreeMock.mockResolvedValue(spaceTreeItems());
+    const store = createStore();
+    const ref = renderTree(store);
+
+    await ref.current!.expandAll();
+
+    expect(getSpaceTreeMock).toHaveBeenCalledTimes(1);
+    expect(getSpaceTreeMock).toHaveBeenCalledWith({ spaceId: "space-1" });
+
+    // Every branch node (root, branch) is opened; the leaf needs no entry.
+    const openMap = store.get(openTreeNodesAtom);
+    expect(openMap["root"]).toBe(true);
+    expect(openMap["branch"]).toBe(true);
+    expect(openMap["leaf"]).toBeUndefined();
+
+    // The full tree replaced the current-space nodes.
+    const data = store.get(treeDataAtom);
+    expect(data.map((d) => d.id)).toEqual(["root"]);
+  });
+
+  it("shows a notification and still resets isExpanding when getSpaceTree rejects", async () => {
+    getSpaceTreeMock.mockRejectedValue(new Error("boom"));
+    const store = createStore();
+    const ref = renderTree(store);
+
+    await ref.current!.expandAll();
+
+    expect(notificationsShowMock).toHaveBeenCalledTimes(1);
+    expect(notificationsShowMock).toHaveBeenCalledWith(
+      expect.objectContaining({ color: "red" }),
+    );
+
+    // isExpanding must be reset in the finally block even on failure.
+    await waitFor(() => {
+      expect(ref.current!.isExpanding).toBe(false);
+    });
+  });
+
+  it("aborts the merge when the space switches mid-flight", async () => {
+    // getSpaceTree resolves only after we flip the tree to a different space,
+    // simulating the user navigating away while the request is in flight.
+    let resolveTree: (v: SpaceTreeNode[]) => void = () => {};
+    getSpaceTreeMock.mockImplementation(
+      () =>
+        new Promise<SpaceTreeNode[]>((resolve) => {
+          resolveTree = resolve;
+        }),
+    );
+
+    const store = createStore();
+    const ref = createRef<SpaceTreeApi>();
+    const { rerender } = render(
+      <Provider store={store}>
+        <SpaceTree ref={ref} spaceId="space-1" readOnly={false} />
+      </Provider>,
+    );
+
+    const promise = ref.current!.expandAll();
+
+    // Switch the space mid-flight: spaceIdRef.current becomes "space-2".
+    rerender(
+      <Provider store={store}>
+        <SpaceTree ref={ref} spaceId="space-2" readOnly={false} />
+      </Provider>,
+    );
+
+    // Now resolve the in-flight request for the OLD space.
+    resolveTree(spaceTreeItems());
+    await promise;
+
+    // The merge must have been aborted: no tree data written, no branches opened.
+    expect(store.get(treeDataAtom)).toEqual([]);
+    const openMap = store.get(openTreeNodesAtom);
+    expect(openMap["root"]).toBeUndefined();
+    expect(openMap["branch"]).toBeUndefined();
+  });
+});

apps/client/src/features/page/tree/components/space-tree.tsx

@@ -27,6 +27,8 @@ import {
   mergeRootTrees,
   collectAllIds,
   collectBranchIds,
+  openBranches,
+  closeIds,
 } from "@/features/page/tree/utils/utils.ts";
 import { SpaceTreeNode } from "@/features/page/tree/types.ts";
 import { treeModel } from "@/features/page/tree/model/tree-model";
@@ -236,11 +238,7 @@ const SpaceTree = forwardRef<SpaceTreeApi, SpaceTreeProps>(function SpaceTree(
       // Open every branch node (node with children) of the current space only.
       const branchIds = collectBranchIds(fullTree);
 
-      setOpenTreeNodes((prev) => {
-        const next = { ...prev };
-        for (const id of branchIds) next[id] = true;
-        return next;
-      });
+      setOpenTreeNodes((prev) => openBranches(prev, branchIds));
     } catch (err: any) {
       // Never swallow: log full error + surface the real reason.
       console.error("[tree] expandAll failed", err);
@@ -261,11 +259,7 @@ const SpaceTree = forwardRef<SpaceTreeApi, SpaceTreeProps>(function SpaceTree(
     // other spaces' expanded state is left intact.
     const ids = collectAllIds(filteredData);
 
-    setOpenTreeNodes((prev) => {
-      const next = { ...prev };
-      for (const id of ids) next[id] = false;
-      return next;
-    });
+    setOpenTreeNodes((prev) => closeIds(prev, ids));
   }, [filteredData, setOpenTreeNodes]);
 
   useImperativeHandle(

apps/client/src/features/page/tree/model/tree-model.test.ts

@@ -196,6 +196,17 @@ describe('treeModel.insertByPosition', () => {
     const t = treeModel.insertByPosition(roots, null, node);
     expect(t.map((n) => n.id)).toEqual(['a', 'b', 'c', 'x']);
   });
+
+  it('tie-break: a node whose position EQUALS a sibling lands deterministically (strict >)', () => {
+    // The insertion index is the first sibling whose position sorts STRICTLY
+    // after the new node's. An equal sibling is not strictly after, so it is
+    // skipped — the new node lands immediately AFTER every equal-position
+    // sibling and before the first strictly-greater one. This is deterministic:
+    // a tie always resolves the same way on every client.
+    const node: P = { id: 'x', name: 'X', position: 'a2' }; // equals b's position
+    const t = treeModel.insertByPosition(roots, null, node);
+    expect(t.map((n) => n.id)).toEqual(['a', 'b', 'x', 'c']);
+  });
 });
 
 // addTreeNode idempotency: the receiver early-returns when the node id already
@@ -692,4 +703,45 @@ describe('treeModel.move', () => {
     });
     expect(out.tree).toBe(fixture);
   });
+
+  it('cross-parent move does NOT apply the same-parent adjust (no off-by-one)', () => {
+    // Source `x3` sits at index 2 in parent `x`; target `y1` sits at index 0 in
+    // parent `y`. sourceInfo.index (2) > info.index (0) AND the parents differ,
+    // so the `sameParent && source.index < info.index` adjust must be 0 — the
+    // node must land at index 0 in `y`, not at index -1 (which would silently
+    // drop it at a wrong slot / off-by-one).
+    const crossFixture: N[] = [
+      {
+        id: 'x',
+        name: 'X',
+        children: [
+          { id: 'x1', name: 'X1' },
+          { id: 'x2', name: 'X2' },
+          { id: 'x3', name: 'X3' },
+        ],
+      },
+      {
+        id: 'y',
+        name: 'Y',
+        children: [
+          { id: 'y1', name: 'Y1' },
+          { id: 'y2', name: 'Y2' },
+        ],
+      },
+    ];
+    const { tree: t, result } = treeModel.move(crossFixture, 'x3', {
+      kind: 'reorder-before',
+      targetId: 'y1',
+    });
+    expect(result).toEqual({ parentId: 'y', index: 0 });
+    expect(treeModel.find(t, 'y')?.children?.map((n) => n.id)).toEqual([
+      'x3',
+      'y1',
+      'y2',
+    ]);
+    expect(treeModel.find(t, 'x')?.children?.map((n) => n.id)).toEqual([
+      'x1',
+      'x2',
+    ]);
+  });
 });

apps/client/src/features/page/tree/utils/utils.test.ts

@@ -1,6 +1,14 @@
 import { describe, it, expect } from "vitest";
-import { buildTree } from "./utils";
+import {
+  buildTree,
+  buildTreeWithChildren,
+  collectAllIds,
+  collectBranchIds,
+  openBranches,
+  closeIds,
+} from "./utils";
 import type { IPage } from "@/features/page/types/page.types.ts";
+import type { SpaceTreeNode } from "@/features/page/tree/types.ts";
 
 function page(id: string, position: string): IPage {
   return {
@@ -15,6 +23,44 @@ function page(id: string, position: string): IPage {
   } as IPage;
 }
 
+// Flat SpaceTreeNode factory for buildTreeWithChildren (it consumes a flat list
+// with parentPageId pointers and nests them).
+function flatNode(
+  id: string,
+  parentPageId: string | null,
+  position: string,
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: id.toUpperCase(),
+    icon: undefined,
+    position,
+    spaceId: "space-1",
+    parentPageId: parentPageId as unknown as string,
+    hasChildren: false,
+    children: [],
+  };
+}
+
+// Nested SpaceTreeNode factory for collectAllIds / collectBranchIds.
+function treeNode(
+  id: string,
+  children: SpaceTreeNode[] = [],
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: id.toUpperCase(),
+    icon: undefined,
+    position: "a0",
+    spaceId: "space-1",
+    parentPageId: null as unknown as string,
+    hasChildren: children.length > 0,
+    children,
+  };
+}
+
 describe("buildTree", () => {
   it("builds one node per unique page", () => {
     const tree = buildTree([page("a", "a1"), page("b", "a2")]);
@@ -38,3 +84,192 @@ describe("buildTree", () => {
     expect(new Set(ids).size).toBe(ids.length);
   });
 });
+
+describe("collectBranchIds", () => {
+  it("returns every node-with-children id in a multi-level tree", () => {
+    const tree = [
+      treeNode("root", [
+        treeNode("branch1", [treeNode("leaf1")]),
+        treeNode("leaf2"),
+      ]),
+      treeNode("root2", [treeNode("leaf3")]),
+    ];
+    expect(collectBranchIds(tree).sort()).toEqual([
+      "branch1",
+      "root",
+      "root2",
+    ]);
+  });
+
+  it("returns [] for a leaf-only tree", () => {
+    const tree = [treeNode("a"), treeNode("b"), treeNode("c")];
+    expect(collectBranchIds(tree)).toEqual([]);
+  });
+
+  it("does NOT include a node whose children is an empty array", () => {
+    // hasChildren-less / empty-children nodes are leaves for expansion purposes.
+    const tree = [treeNode("a", [])];
+    expect(collectBranchIds(tree)).toEqual([]);
+  });
+
+  it("returns every ancestor id in a deep single chain", () => {
+    const chain = treeNode("a", [
+      treeNode("b", [treeNode("c", [treeNode("d")])]),
+    ]);
+    // a, b, c are branches; d is the leaf.
+    expect(collectBranchIds([chain])).toEqual(["a", "b", "c"]);
+  });
+
+  it("returns [] for an empty tree", () => {
+    expect(collectBranchIds([])).toEqual([]);
+  });
+});
+
+describe("collectAllIds", () => {
+  it("returns every id (roots, branches, leaves)", () => {
+    const tree = [
+      treeNode("root", [
+        treeNode("branch1", [treeNode("leaf1")]),
+        treeNode("leaf2"),
+      ]),
+      treeNode("root2"),
+    ];
+    expect(collectAllIds(tree).sort()).toEqual([
+      "branch1",
+      "leaf1",
+      "leaf2",
+      "root",
+      "root2",
+    ]);
+  });
+
+  it("returns every id in a deep chain", () => {
+    const chain = treeNode("a", [
+      treeNode("b", [treeNode("c", [treeNode("d")])]),
+    ]);
+    expect(collectAllIds([chain])).toEqual(["a", "b", "c", "d"]);
+  });
+
+  it("returns [] for an empty tree", () => {
+    expect(collectAllIds([])).toEqual([]);
+  });
+
+  it("is a superset of collectBranchIds for the same tree (property)", () => {
+    const tree = [
+      treeNode("root", [
+        treeNode("branch1", [treeNode("leaf1"), treeNode("leaf2")]),
+        treeNode("branch2", [treeNode("leaf3")]),
+        treeNode("leaf4"),
+      ]),
+      treeNode("root2", [treeNode("leaf5")]),
+    ];
+    const all = new Set(collectAllIds(tree));
+    const branches = collectBranchIds(tree);
+    for (const id of branches) {
+      expect(all.has(id)).toBe(true);
+    }
+    // And the superset is strictly larger (it also has the leaves).
+    expect(all.size).toBeGreaterThan(branches.length);
+  });
+});
+
+describe("buildTreeWithChildren", () => {
+  it("nests a flat list and sorts siblings by position", () => {
+    // Provided out of position order to prove the sort.
+    const flat = [
+      flatNode("root", null, "a0"),
+      flatNode("c2", "root", "a4"),
+      flatNode("c1", "root", "a1"),
+    ];
+    const tree = buildTreeWithChildren(flat);
+    expect(tree.map((n) => n.id)).toEqual(["root"]);
+    expect(tree[0].children.map((n) => n.id)).toEqual(["c1", "c2"]);
+  });
+
+  it("recomputes hasChildren to true for nodes that gain children", () => {
+    // Parent ships with hasChildren=false; building must flip it true.
+    const flat = [
+      flatNode("root", null, "a0"),
+      flatNode("child", "root", "a1"),
+    ];
+    expect(flat[0].hasChildren).toBe(false);
+    const tree = buildTreeWithChildren(flat);
+    expect(tree[0].hasChildren).toBe(true);
+  });
+
+  it("treats a node whose parentPageId is ABSENT from the list as a root (no crash)", () => {
+    // Permission-trimmed response: `orphan`'s parent `missing` was filtered out
+    // server-side. The function must not throw and must surface the orphan as a
+    // root rather than dropping or crashing on it.
+    const flat = [
+      flatNode("root", null, "a0"),
+      flatNode("orphan", "missing", "a2"),
+    ];
+    let tree: SpaceTreeNode[] = [];
+    expect(() => {
+      tree = buildTreeWithChildren(flat);
+    }).not.toThrow();
+    expect(tree.map((n) => n.id).sort()).toEqual(["orphan", "root"]);
+  });
+});
+
+describe("openBranches", () => {
+  it("sets all given ids to true", () => {
+    const next = openBranches({}, ["a", "b", "c"]);
+    expect(next).toEqual({ a: true, b: true, c: true });
+  });
+
+  it("preserves pre-existing open ids and other-space ids", () => {
+    const prev = { existing: true, "other-space": true, closed: false };
+    const next = openBranches(prev, ["a"]);
+    expect(next).toEqual({
+      existing: true,
+      "other-space": true,
+      closed: false,
+      a: true,
+    });
+  });
+
+  it("does not mutate the input map", () => {
+    const prev = { a: false };
+    const next = openBranches(prev, ["a"]);
+    expect(prev).toEqual({ a: false });
+    expect(next).not.toBe(prev);
+  });
+
+  it("is idempotent", () => {
+    const once = openBranches({ z: true }, ["a", "b"]);
+    const twice = openBranches(once, ["a", "b"]);
+    expect(twice).toEqual(once);
+  });
+});
+
+describe("closeIds", () => {
+  it("flips current-space ids to false while leaving OTHER-space ids untouched", () => {
+    const prev = {
+      "current-1": true,
+      "current-2": true,
+      "other-space": true,
+    };
+    const next = closeIds(prev, ["current-1", "current-2"]);
+    expect(next).toEqual({
+      "current-1": false,
+      "current-2": false,
+      "other-space": true, // untouched
+    });
+  });
+
+  it("does not mutate the input map", () => {
+    const prev = { a: true };
+    const next = closeIds(prev, ["a"]);
+    expect(prev).toEqual({ a: true });
+    expect(next).not.toBe(prev);
+  });
+
+  it("is idempotent", () => {
+    const once = closeIds({ keep: true }, ["a", "b"]);
+    const twice = closeIds(once, ["a", "b"]);
+    expect(twice).toEqual(once);
+    expect(twice).toEqual({ keep: true, a: false, b: false });
+  });
+});

apps/client/src/features/page/tree/utils/utils.ts

@@ -142,11 +142,17 @@ export function buildTreeWithChildren(items: SpaceTreeNode[]): SpaceTreeNode[] {
   // Build the tree array
   items.forEach((item) => {
     const node = nodeMap[item.id];
-    if (item.parentPageId !== null) {
+    // A permission-trimmed response can include a node whose `parentPageId` is
+    // not in the list (the parent was filtered out server-side). Treat such an
+    // orphan as a root instead of dereferencing an absent parent and throwing
+    // "Cannot read properties of undefined". Happy-path behaviour is unchanged:
+    // a node whose parent IS present still nests under it.
+    if (item.parentPageId !== null && nodeMap[item.parentPageId]) {
       // Find the parent node and add the current node to its children
       nodeMap[item.parentPageId].children.push(node);
     } else {
-      // If the item has no parent, it's a root node, so add it to the result array
+      // If the item has no parent (or its parent isn't loaded), it's a root
+      // node, so add it to the result array.
       result.push(node);
     }
   });
@@ -254,3 +260,30 @@ export function collectBranchIds(nodes: SpaceTreeNode[]): string[] {
   walk(nodes);
   return ids;
 }
+
+// The open-state map (`openTreeNodesAtom`) is shared across spaces. Pure
+// next-map helpers for expand/collapse so the merge logic can be unit-tested
+// without rendering SpaceTree. Both return a fresh map and never mutate the
+// input — ids not in `ids` (e.g. other spaces) are carried over untouched.
+
+// Set each id in `ids` to true (open). Pre-existing entries (including other
+// spaces' open state) are preserved.
+export function openBranches(
+  prevMap: Record<string, boolean>,
+  ids: string[],
+): Record<string, boolean> {
+  const next = { ...prevMap };
+  for (const id of ids) next[id] = true;
+  return next;
+}
+
+// Set each id in `ids` to false (closed). Entries not listed (e.g. other
+// spaces' ids) are left exactly as they were.
+export function closeIds(
+  prevMap: Record<string, boolean>,
+  ids: string[],
+): Record<string, boolean> {
+  const next = { ...prevMap };
+  for (const id of ids) next[id] = false;
+  return next;
+}

apps/client/src/features/websocket/tree-socket-reducers.test.ts

@@ -0,0 +1,264 @@
+import { describe, it, expect } from "vitest";
+import {
+  applyAddTreeNode,
+  applyMoveTreeNode,
+  applyDeleteTreeNode,
+} from "./tree-socket-reducers";
+import { treeModel } from "@/features/page/tree/model/tree-model";
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+
+// Minimal node factory — fills the SpaceTreeNode shape required fields while
+// letting tests override the bits that matter (position, parentPageId, etc).
+function node(
+  id: string,
+  overrides: Partial<SpaceTreeNode> = {},
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: id.toUpperCase(),
+    icon: undefined,
+    position: "a0",
+    spaceId: "space-1",
+    parentPageId: null as unknown as string,
+    hasChildren: false,
+    children: [],
+    ...overrides,
+  };
+}
+
+describe("applyMoveTreeNode", () => {
+  // Destination parent `dst` is loaded with three positioned children; the moved
+  // node `src` is a sibling at root with a later position.
+  const buildTree = (): SpaceTreeNode[] => [
+    node("dst", {
+      position: "a0",
+      hasChildren: true,
+      children: [
+        node("c1", { position: "a1", parentPageId: "dst" }),
+        node("c2", { position: "a3", parentPageId: "dst" }),
+        node("c3", { position: "a5", parentPageId: "dst" }),
+      ],
+    }),
+    node("src", { position: "a9" }),
+  ];
+
+  it("places the node by position in the MIDDLE slot of the destination", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: {},
+    });
+    expect(treeModel.find(next, "dst")?.children?.map((n) => n.id)).toEqual([
+      "c1",
+      "c2",
+      "src",
+      "c3",
+    ]);
+  });
+
+  it("falls back to REMOVING the node when destination parent is not loaded (no leak)", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "not-loaded",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: {},
+    });
+    // The source must not linger at its old place — it is removed entirely.
+    expect(treeModel.find(next, "src")).toBeNull();
+    // Destination children are untouched.
+    expect(treeModel.find(next, "dst")?.children?.map((n) => n.id)).toEqual([
+      "c1",
+      "c2",
+      "c3",
+    ]);
+  });
+
+  it("flips the OLD parent's hasChildren to false when it is left childless", () => {
+    // src is the only child of `old`; moving it to `dst` empties `old`.
+    const tree: SpaceTreeNode[] = [
+      node("old", {
+        position: "a0",
+        hasChildren: true,
+        children: [node("src", { position: "a1", parentPageId: "old" })],
+      }),
+      node("dst", { position: "a2", hasChildren: false }),
+    ];
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: "old",
+      index: 0,
+      position: "a1",
+      pageData: {},
+    });
+    expect(treeModel.find(next, "old")?.hasChildren).toBe(false);
+  });
+
+  it("flips the NEW parent's hasChildren to true", () => {
+    // dst starts as a childless leaf; moving src into it must flip the chevron.
+    const tree: SpaceTreeNode[] = [
+      node("dst", { position: "a0", hasChildren: false }),
+      node("src", { position: "a9" }),
+    ];
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a1",
+      pageData: {},
+    });
+    expect(treeModel.find(next, "dst")?.hasChildren).toBe(true);
+    expect(treeModel.find(next, "dst")?.children?.map((n) => n.id)).toEqual([
+      "src",
+    ]);
+  });
+
+  it("returns prev unchanged when the source node is not found", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "ghost",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: {},
+    });
+    expect(next).toBe(tree);
+  });
+
+  it("applies authoritative pageData (title/icon/hasChildren) to the moved node", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: { title: "Renamed", icon: "fire", hasChildren: true },
+    });
+    const moved = treeModel.find(next, "src");
+    expect(moved?.name).toBe("Renamed");
+    expect(moved?.icon).toBe("fire");
+    expect(moved?.hasChildren).toBe(true);
+    expect(moved?.position).toBe("a4");
+  });
+});
+
+describe("applyDeleteTreeNode", () => {
+  it("removes the node together with its descendants", () => {
+    const tree: SpaceTreeNode[] = [
+      node("p", {
+        position: "a0",
+        hasChildren: true,
+        children: [
+          node("child", {
+            position: "a1",
+            parentPageId: "p",
+            hasChildren: true,
+            children: [node("grandchild", { position: "a1", parentPageId: "child" })],
+          }),
+        ],
+      }),
+    ];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("child", { parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "child")).toBeNull();
+    expect(treeModel.find(next, "grandchild")).toBeNull();
+    expect(treeModel.find(next, "p")).not.toBeNull();
+  });
+
+  it("returns prev unchanged when the node is already gone (idempotent)", () => {
+    const tree: SpaceTreeNode[] = [node("a", { position: "a0" })];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("ghost"),
+    });
+    expect(next).toBe(tree);
+  });
+
+  it("flips the parent's hasChildren to false when it is left childless", () => {
+    const tree: SpaceTreeNode[] = [
+      node("p", {
+        position: "a0",
+        hasChildren: true,
+        children: [node("only", { position: "a1", parentPageId: "p" })],
+      }),
+    ];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("only", { parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "p")?.hasChildren).toBe(false);
+    expect(treeModel.find(next, "p")?.children).toEqual([]);
+  });
+
+  it("leaves the parent's hasChildren true when other children remain", () => {
+    const tree: SpaceTreeNode[] = [
+      node("p", {
+        position: "a0",
+        hasChildren: true,
+        children: [
+          node("c1", { position: "a1", parentPageId: "p" }),
+          node("c2", { position: "a2", parentPageId: "p" }),
+        ],
+      }),
+    ];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("c1", { parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "p")?.hasChildren).toBe(true);
+  });
+});
+
+describe("applyAddTreeNode", () => {
+  const roots = (): SpaceTreeNode[] => [
+    node("a", { position: "a0" }),
+    node("b", { position: "a2" }),
+    node("c", { position: "a4" }),
+  ];
+
+  it("inserts the new node by position among siblings", () => {
+    const tree = roots();
+    const next = applyAddTreeNode(tree, {
+      parentId: null as unknown as string,
+      index: 0,
+      data: node("x", { position: "a3" }),
+    });
+    expect(next.map((n) => n.id)).toEqual(["a", "b", "x", "c"]);
+  });
+
+  it("returns prev unchanged when the id is already present (idempotent)", () => {
+    const tree = roots();
+    const next = applyAddTreeNode(tree, {
+      parentId: null as unknown as string,
+      index: 0,
+      data: node("b", { position: "a9" }),
+    });
+    expect(next).toBe(tree);
+    expect(next.map((n) => n.id)).toEqual(["a", "b", "c"]);
+  });
+
+  it("flips the new parent's hasChildren to true", () => {
+    // Parent `p` is a childless leaf; adding a child must flip its chevron.
+    const tree: SpaceTreeNode[] = [
+      node("p", { position: "a0", hasChildren: false }),
+    ];
+    const next = applyAddTreeNode(tree, {
+      parentId: "p",
+      index: 0,
+      data: node("child", { position: "a1", parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "p")?.hasChildren).toBe(true);
+    expect(treeModel.find(next, "p")?.children?.map((n) => n.id)).toEqual([
+      "child",
+    ]);
+  });
+});

apps/client/src/features/websocket/tree-socket-reducers.ts

@@ -0,0 +1,164 @@
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+import { treeModel } from "@/features/page/tree/model/tree-model";
+import type {
+  AddTreeNodeEvent,
+  MoveTreeNodeEvent,
+  DeleteTreeNodeEvent,
+  UpdateEvent,
+} from "@/features/websocket/types";
+
+// Pure tree transforms for the `useTreeSocket` reducer arms. Extracted from the
+// hook so the realtime tree behaviour can be unit-tested without rendering the
+// hook, the socket, or jotai. The hook calls these inside its `setData`.
+//
+// IMPORTANT: these are PURE — no `queryClient`, no notifications, no atoms. The
+// delete arm's `queryClient.invalidateQueries` side effect stays in the hook;
+// `applyDeleteTreeNode` is a pure tree transform only.
+
+// `updateOne` for a page: patch the in-tree node's name/icon from the payload.
+// No-op (returns the same reference) when the node isn't loaded on this client.
+export function applyUpdateOne(
+  prev: SpaceTreeNode[],
+  event: UpdateEvent,
+): SpaceTreeNode[] {
+  if (!treeModel.find(prev, event.id)) return prev;
+  let next = prev;
+  if (event.payload?.title !== undefined) {
+    next = treeModel.update(next, event.id, {
+      name: event.payload.title,
+    } as Partial<SpaceTreeNode>);
+  }
+  if (event.payload?.icon !== undefined) {
+    next = treeModel.update(next, event.id, {
+      icon: event.payload.icon,
+    } as Partial<SpaceTreeNode>);
+  }
+  return next;
+}
+
+// `addTreeNode`: insert the new node by its fractional `position` among the
+// already-loaded siblings (not the sender's absolute index). Idempotent — if the
+// id already exists (optimistic author insert or re-delivery) returns prev
+// unchanged. Flips the new parent's `hasChildren` to true so the chevron renders.
+export function applyAddTreeNode(
+  prev: SpaceTreeNode[],
+  payload: AddTreeNodeEvent["payload"],
+): SpaceTreeNode[] {
+  // Idempotent: the author already inserted the node optimistically, and a node
+  // may be re-delivered — never insert a duplicate id.
+  if (treeModel.find(prev, payload.data.id)) return prev;
+  const newParentId = payload.parentId as string | null;
+  // Insert by `position` among already-loaded siblings (not the sender's
+  // absolute index) so order is consistent across clients with different loaded
+  // sets.
+  let next = treeModel.insertByPosition(prev, newParentId, payload.data);
+  // Mirror the emitter: flip new parent's hasChildren to true so the chevron
+  // renders on the receiver.
+  if (newParentId) {
+    next = treeModel.update(next, newParentId, {
+      hasChildren: true,
+    } as Partial<SpaceTreeNode>);
+  }
+  return next;
+}
+
+// `moveTreeNode`: place the moved node by its fractional `position` among the new
+// siblings (NOT the sender's absolute index). If the destination parent isn't
+// loaded on this client, fall back to removing the source so the UI stays
+// consistent. Applies authoritative `pageData` fields and mirrors the
+// `hasChildren` bookkeeping for both the old and the new parent.
+export function applyMoveTreeNode(
+  prev: SpaceTreeNode[],
+  payload: MoveTreeNodeEvent["payload"],
+): SpaceTreeNode[] {
+  const sourceBefore = treeModel.find(prev, payload.id);
+  if (!sourceBefore) return prev;
+  const oldParentId = (sourceBefore as SpaceTreeNode).parentPageId ?? null;
+  const newParentId = payload.parentId as string | null;
+
+  // Place the node by its fractional `position` among the new siblings — NOT by
+  // the sender's absolute `index` (the sender computed that against its own
+  // loaded set, which differs from this receiver's). Using the position keeps
+  // the visible order correct on every client; placing at `index: 0` would
+  // wrongly drop reordered/moved nodes at the top of their new sibling list.
+  const placed = treeModel.placeByPosition(prev, payload.id, {
+    parentId: newParentId,
+    position: payload.position,
+  });
+  // `placeByPosition` silently returns the same reference if the destination
+  // parent isn't loaded on this client. Falling back to removing the source
+  // keeps the UI consistent (the source reappears when the user expands the new
+  // parent and lazy-load fetches it).
+  if (placed === prev) {
+    return treeModel.remove(prev, payload.id);
+  }
+
+  // Apply the authoritative node fields the move payload carries (`pageData`) so
+  // receivers don't keep a stale title/icon/chevron on the moved node.
+  // `placeByPosition` already set `position`.
+  const pageData = payload.pageData as
+    | {
+        title?: string | null;
+        icon?: string | null;
+        hasChildren?: boolean;
+      }
+    | undefined;
+  const patch: Partial<SpaceTreeNode> = {
+    position: payload.position,
+    // Honest type: a root move has a null parent, so this is `string | null`,
+    // not always `string`.
+    parentPageId: newParentId as string | null,
+  };
+  if (pageData) {
+    // The tree node stores the title as `name`.
+    if (pageData.title !== undefined) patch.name = pageData.title ?? "";
+    if (pageData.icon !== undefined) patch.icon = pageData.icon ?? undefined;
+    if (pageData.hasChildren !== undefined)
+      patch.hasChildren = pageData.hasChildren;
+  }
+  let next = treeModel.update(placed, payload.id, patch);
+
+  // Mirror the emitter's hasChildren bookkeeping so both clients converge to the
+  // same chevron state.
+  if (oldParentId) {
+    const oldParent = treeModel.find(next, oldParentId);
+    if (!oldParent?.children?.length) {
+      next = treeModel.update(next, oldParentId, {
+        hasChildren: false,
+      } as Partial<SpaceTreeNode>);
+    }
+  }
+  if (newParentId) {
+    next = treeModel.update(next, newParentId, {
+      hasChildren: true,
+    } as Partial<SpaceTreeNode>);
+  }
+
+  return next;
+}
+
+// `deleteTreeNode`: remove the node (and its descendants) from the tree.
+// Idempotent — if the node is already gone returns prev unchanged. Mirrors the
+// `hasChildren` bookkeeping: a parent left childless flips `hasChildren` false.
+//
+// PURE: the `queryClient.invalidateQueries` side effect lives in the hook, not
+// here.
+export function applyDeleteTreeNode(
+  prev: SpaceTreeNode[],
+  payload: DeleteTreeNodeEvent["payload"],
+): SpaceTreeNode[] {
+  if (!treeModel.find(prev, payload.node.id)) return prev;
+  let next = treeModel.remove(prev, payload.node.id);
+  // Mirror the emitter's hasChildren bookkeeping so both clients converge to the
+  // same chevron state when the last child is deleted.
+  const parentPageId = payload.node.parentPageId;
+  if (parentPageId) {
+    const parent = treeModel.find(next, parentPageId);
+    if (!parent?.children?.length) {
+      next = treeModel.update(next, parentPageId, {
+        hasChildren: false,
+      } as Partial<SpaceTreeNode>);
+    }
+  }
+  return next;
+}

apps/client/src/features/websocket/use-tree-socket.ts

@@ -6,6 +6,12 @@ import { WebSocketEvent } from "@/features/websocket/types";
 import { SpaceTreeNode } from "@/features/page/tree/types.ts";
 import { useQueryClient } from "@tanstack/react-query";
 import { treeModel } from "@/features/page/tree/model/tree-model";
+import {
+  applyUpdateOne,
+  applyAddTreeNode,
+  applyMoveTreeNode,
+  applyDeleteTreeNode,
+} from "@/features/websocket/tree-socket-reducers.ts";
 import localEmitter from "@/lib/local-emitter.ts";
 
 export const useTreeSocket = () => {
@@ -35,138 +41,26 @@ export const useTreeSocket = () => {
       switch (event.operation) {
         case "updateOne":
           if (event.entity[0] === "pages") {
-            setTreeData((prev) => {
-              if (!treeModel.find(prev, event.id)) return prev;
-              let next = prev;
-              if (event.payload?.title !== undefined) {
-                next = treeModel.update(next, event.id, {
-                  name: event.payload.title,
-                } as Partial<SpaceTreeNode>);
-              }
-              if (event.payload?.icon !== undefined) {
-                next = treeModel.update(next, event.id, {
-                  icon: event.payload.icon,
-                } as Partial<SpaceTreeNode>);
-              }
-              return next;
-            });
+            setTreeData((prev) => applyUpdateOne(prev, event));
           }
           break;
         case "addTreeNode":
-          setTreeData((prev) => {
-            // Idempotent: the author already inserted the node optimistically,
-            // and a node may be re-delivered — never insert a duplicate id.
-            if (treeModel.find(prev, event.payload.data.id)) return prev;
-            const newParentId = event.payload.parentId as string | null;
-            // Insert by `position` among already-loaded siblings (not the
-            // sender's absolute index) so order is consistent across clients
-            // with different loaded sets.
-            let next = treeModel.insertByPosition(
-              prev,
-              newParentId,
-              event.payload.data,
-            );
-            // Mirror the emitter: flip new parent's hasChildren to true so
-            // the chevron renders on the receiver.
-            if (newParentId) {
-              next = treeModel.update(next, newParentId, {
-                hasChildren: true,
-              } as Partial<SpaceTreeNode>);
-            }
-            return next;
-          });
+          setTreeData((prev) => applyAddTreeNode(prev, event.payload));
           break;
         case "moveTreeNode":
-          setTreeData((prev) => {
-            const sourceBefore = treeModel.find(prev, event.payload.id);
-            if (!sourceBefore) return prev;
-            const oldParentId =
-              (sourceBefore as SpaceTreeNode).parentPageId ?? null;
-            const newParentId = event.payload.parentId as string | null;
-
-            // Place the node by its fractional `position` among the new
-            // siblings — NOT by the sender's absolute `index` (the sender
-            // computed that against its own loaded set, which differs from
-            // this receiver's). Using the position keeps the visible order
-            // correct on every client; placing at `index: 0` would wrongly
-            // drop reordered/moved nodes at the top of their new sibling list.
-            const placed = treeModel.placeByPosition(prev, event.payload.id, {
-              parentId: newParentId,
-              position: event.payload.position,
-            });
-            // `placeByPosition` silently returns the same reference if the
-            // destination parent isn't loaded on this client. Falling back to
-            // removing the source keeps the UI consistent (the source will
-            // reappear when the user expands the new parent and lazy-load
-            // fetches it).
-            if (placed === prev) {
-              return treeModel.remove(prev, event.payload.id);
-            }
-
-            // Apply the authoritative node fields the move payload carries
-            // (`pageData`) so receivers don't keep a stale title/icon/chevron
-            // on the moved node. `placeByPosition` already set `position`.
-            const pageData = event.payload.pageData as
-              | {
-                  title?: string | null;
-                  icon?: string | null;
-                  hasChildren?: boolean;
-                }
-              | undefined;
-            const patch: Partial<SpaceTreeNode> = {
-              position: event.payload.position,
-              // Honest type: a root move has a null parent, so this is
-              // `string | null`, not always `string`.
-              parentPageId: newParentId as string | null,
-            };
-            if (pageData) {
-              // The tree node stores the title as `name`.
-              if (pageData.title !== undefined) patch.name = pageData.title ?? "";
-              if (pageData.icon !== undefined)
-                patch.icon = pageData.icon ?? undefined;
-              if (pageData.hasChildren !== undefined)
-                patch.hasChildren = pageData.hasChildren;
-            }
-            let next = treeModel.update(placed, event.payload.id, patch);
-
-            // Mirror the emitter's hasChildren bookkeeping so both clients
-            // converge to the same chevron state.
-            if (oldParentId) {
-              const oldParent = treeModel.find(next, oldParentId);
-              if (!oldParent?.children?.length) {
-                next = treeModel.update(next, oldParentId, {
-                  hasChildren: false,
-                } as Partial<SpaceTreeNode>);
-              }
-            }
-            if (newParentId) {
-              next = treeModel.update(next, newParentId, {
-                hasChildren: true,
-              } as Partial<SpaceTreeNode>);
-            }
-
-            return next;
-          });
+          setTreeData((prev) => applyMoveTreeNode(prev, event.payload));
           break;
         case "deleteTreeNode":
+          // The `invalidateQueries` side effect stays in the hook; the tree
+          // transform (`applyDeleteTreeNode`) is pure. Only invalidate when the
+          // node is actually in the tree (mirrors the pure reducer's early-out).
           setTreeData((prev) => {
-            if (!treeModel.find(prev, event.payload.node.id)) return prev;
-            queryClient.invalidateQueries({
-              queryKey: ["pages", event.payload.node.slugId].filter(Boolean),
-            });
-            let next = treeModel.remove(prev, event.payload.node.id);
-            // Mirror the emitter's hasChildren bookkeeping so both clients
-            // converge to the same chevron state when the last child is deleted.
-            const parentPageId = event.payload.node.parentPageId;
-            if (parentPageId) {
-              const parent = treeModel.find(next, parentPageId);
-              if (!parent?.children?.length) {
-                next = treeModel.update(next, parentPageId, {
-                  hasChildren: false,
-                } as Partial<SpaceTreeNode>);
-              }
+            if (treeModel.find(prev, event.payload.node.id)) {
+              queryClient.invalidateQueries({
+                queryKey: ["pages", event.payload.node.slugId].filter(Boolean),
+              });
             }
-            return next;
+            return applyDeleteTreeNode(prev, event.payload);
           });
           break;
       }

apps/client/src/features/workspace/components/settings/components/ai-provider-settings.spec.tsx

@@ -1,5 +1,9 @@
 import { describe, it, expect } from 'vitest';
-import { resolveCardStatus } from './ai-provider-settings';
+import {
+  resolveCardStatus,
+  isEndpointConfigured,
+  resolveKeyField,
+} from './ai-provider-settings';
 
 describe('resolveCardStatus', () => {
   it('returns "off" when not configured and not enabled', () => {
@@ -18,3 +22,52 @@ describe('resolveCardStatus', () => {
     expect(resolveCardStatus(true, true)).toBe('ready');
   });
 });
+
+describe('isEndpointConfigured', () => {
+  it('configured when model and the endpoint own base URL are set', () => {
+    expect(isEndpointConfigured('m', 'https://own', '')).toBe(true);
+  });
+
+  it('configured by inheriting the chat base URL when own base is empty', () => {
+    expect(isEndpointConfigured('m', '', 'https://chat')).toBe(true);
+  });
+
+  it('not configured when model is set but both base URLs are empty', () => {
+    expect(isEndpointConfigured('m', '', '')).toBe(false);
+  });
+
+  it('not configured when both base URLs are whitespace-only', () => {
+    expect(isEndpointConfigured('m', '   ', '\t')).toBe(false);
+  });
+
+  it('not configured when the model is whitespace-only', () => {
+    expect(isEndpointConfigured('   ', 'https://own', 'https://chat')).toBe(
+      false,
+    );
+  });
+});
+
+describe('resolveKeyField (write-only key payload)', () => {
+  // The same logic backs all three keys (chat / embedding / stt) in buildPayload.
+  it('typed a value -> set the new key', () => {
+    expect(resolveKeyField('sk-new', false)).toEqual({
+      set: true,
+      value: 'sk-new',
+    });
+  });
+
+  it('typed a value wins even if cleared was also flagged', () => {
+    expect(resolveKeyField('sk-new', true)).toEqual({
+      set: true,
+      value: 'sk-new',
+    });
+  });
+
+  it('cleared (empty buffer) -> set the key to empty string', () => {
+    expect(resolveKeyField('', true)).toEqual({ set: true, value: '' });
+  });
+
+  it('untouched (empty buffer, not cleared) -> omit the key', () => {
+    expect(resolveKeyField('', false)).toEqual({ set: false });
+  });
+});

apps/client/src/features/workspace/components/settings/components/ai-provider-settings.tsx

@@ -98,6 +98,33 @@ export function resolveCardStatus(
   return enabled ? "warning" : "off";
 }
 
+// Pure + unit-testable. A non-chat endpoint (embeddings / voice) is "configured"
+// when its model is set AND it has a usable base URL: either its own base URL is
+// non-empty, or the chat base URL is non-empty (inherited when own is empty).
+// All inputs are trimmed so whitespace-only values do not count as filled.
+export function isEndpointConfigured(
+  model: string,
+  ownBase: string,
+  chatBase: string,
+): boolean {
+  return (
+    model.trim() !== "" && (ownBase.trim() !== "" || chatBase.trim() !== "")
+  );
+}
+
+// Pure + unit-testable. Write-only API-key payload semantics:
+//   - typed a value (buffer non-empty) -> set it
+//   - explicitly cleared -> send '' to clear the stored key
+//   - untouched (empty buffer, not cleared) -> omit the key entirely
+export function resolveKeyField(
+  buffer: string,
+  cleared: boolean,
+): { set: true; value: string } | { set: false } {
+  if (buffer.length > 0) return { set: true, value: buffer };
+  if (cleared) return { set: true, value: "" };
+  return { set: false };
+}
+
 // Translate the dot's tooltip label. Kept in one place so all three endpoint
 // cards share identical wording.
 function cardStatusLabel(status: CardStatus, t: (k: string) => string): string {
@@ -263,29 +290,23 @@ export default function AiProviderSettings() {
       sttApiStyle: values.sttApiStyle,
     };
 
-    // Key semantics (never send the stored key back):
+    // Key semantics (never send the stored key back) — see resolveKeyField:
     //   - typed a value -> set it
     //   - explicitly cleared -> send '' to clear
     //   - untouched -> omit the key entirely (leave unchanged)
-    if (values.apiKey.length > 0) {
-      payload.apiKey = values.apiKey;
-    } else if (keyCleared) {
-      payload.apiKey = "";
-    }
+    const apiKeyField = resolveKeyField(values.apiKey, keyCleared);
+    if (apiKeyField.set) payload.apiKey = apiKeyField.value;
 
     // Same write-only semantics for the embedding-specific key.
-    if (values.embeddingApiKey.length > 0) {
-      payload.embeddingApiKey = values.embeddingApiKey;
-    } else if (embeddingKeyCleared) {
-      payload.embeddingApiKey = "";
-    }
+    const embeddingKeyField = resolveKeyField(
+      values.embeddingApiKey,
+      embeddingKeyCleared,
+    );
+    if (embeddingKeyField.set) payload.embeddingApiKey = embeddingKeyField.value;
 
     // Same write-only semantics for the STT-specific key.
-    if (values.sttApiKey.length > 0) {
-      payload.sttApiKey = values.sttApiKey;
-    } else if (sttKeyCleared) {
-      payload.sttApiKey = "";
-    }
+    const sttKeyField = resolveKeyField(values.sttApiKey, sttKeyCleared);
+    if (sttKeyField.set) payload.sttApiKey = sttKeyField.value;
 
     return payload;
   }
@@ -460,12 +481,12 @@ export default function AiProviderSettings() {
   const v = form.values;
   const chatBase = v.baseUrl.trim();
   const chatConfigured = v.chatModel.trim() !== "" && chatBase !== "";
-  const embedConfigured =
-    v.embeddingModel.trim() !== "" &&
-    (v.embeddingBaseUrl.trim() !== "" || chatBase !== "");
-  const sttConfigured =
-    v.sttModel.trim() !== "" &&
-    (v.sttBaseUrl.trim() !== "" || chatBase !== "");
+  const embedConfigured = isEndpointConfigured(
+    v.embeddingModel,
+    v.embeddingBaseUrl,
+    v.baseUrl,
+  );
+  const sttConfigured = isEndpointConfigured(v.sttModel, v.sttBaseUrl, v.baseUrl);
 
   const chatStatus = resolveCardStatus(chatConfigured, chatEnabled);
   const embedStatus = resolveCardStatus(embedConfigured, searchEnabled);

apps/server/package.json

@@ -23,6 +23,7 @@
     "migration:reset": "tsx src/database/migrate.ts down-to NO_MIGRATIONS",
     "migration:codegen": "kysely-codegen --dialect=postgres --camel-case --env-file=../../.env --out-file=./src/database/types/db.d.ts",
     "lint": "eslint \"{src,apps,libs,test}/**/*.ts\" --fix",
+    "pretest": "pnpm --filter @docmost/editor-ext build",
     "test": "jest",
     "test:watch": "jest --watch",
     "test:cov": "jest --coverage",
@@ -162,7 +163,8 @@
     "moduleFileExtensions": [
       "js",
       "json",
-      "ts"
+      "ts",
+      "tsx"
     ],
     "rootDir": "src",
     "testRegex": ".*\\.spec\\.ts$",
@@ -182,7 +184,7 @@
           ]
         }
       ],
-      "^.+\\.(t|j)s$": "ts-jest"
+      "^.+\\.(t|j)sx?$": "ts-jest"
     },
     "transformIgnorePatterns": [
       "/node_modules/(?!(\\.pnpm/)?(nanoid|uuid|image-dimensions|marked|happy-dom)(@|/))"

apps/server/src/common/helpers/prosemirror/html-embed-import-detect.spec.ts

@@ -0,0 +1,70 @@
+import { markdownToHtml, encodeHtmlEmbedSource } from '@docmost/editor-ext';
+import { htmlToJson } from '../../../collaboration/collaboration.util';
+import { hasHtmlEmbedNode, stripHtmlEmbedNodes } from './html-embed.util';
+
+/**
+ * CONTRACT (security): an attacker who controls imported markdown/HTML could try
+ * to smuggle an htmlEmbed in the *serialized* DOM form —
+ *   <div data-type="htmlEmbed" data-source="...">
+ * — directly, bypassing the editor's `<!--html-embed:-->` comment marker.
+ *
+ * This exercises the REAL server import conversion path that ImportService uses
+ * (`markdownToHtml` then `htmlToJson`; `processHTML` adds only a cheerio
+ * link/iframe normalize pass which does not touch htmlEmbed divs) and asserts
+ * the ACTUAL behaviour so we know whether the strip gate can be bypassed.
+ *
+ * FINDING (documented): the raw embed div DOES round-trip through marked +
+ * htmlToJson into a real `htmlEmbed` node, so `hasHtmlEmbedNode` returns true and
+ * `stripHtmlEmbedNodes` removes it. The serialized-form bypass is therefore
+ * detectable and STRIPPABLE — the write-path gate covers it.
+ */
+describe('htmlEmbed smuggled via the raw serialized div in imported markdown/HTML', () => {
+  it('round-trips through markdownToHtml -> htmlToJson and is DETECTED (base64 data-source)', async () => {
+    const source = '<script>steal()</script>';
+    const encoded = encodeHtmlEmbedSource(source);
+    const md = [
+      'Hello',
+      '',
+      `<div data-type="htmlEmbed" data-source="${encoded}"></div>`,
+      '',
+      'World',
+    ].join('\n');
+
+    const html = await markdownToHtml(md);
+    // marked preserves the raw block-level div verbatim.
+    expect(html).toContain('data-type="htmlEmbed"');
+
+    const json = htmlToJson(html);
+    // The div parses into a real htmlEmbed node carrying the decoded source.
+    expect(hasHtmlEmbedNode(json)).toBe(true);
+
+    // Because it is detected, the write-path gate can strip it for non-admins.
+    const stripped = stripHtmlEmbedNodes(json);
+    expect(hasHtmlEmbedNode(stripped)).toBe(false);
+    // Surrounding non-embed content is retained.
+    expect(JSON.stringify(stripped)).toContain('Hello');
+    expect(JSON.stringify(stripped)).toContain('World');
+  });
+
+  it('round-trips through direct HTML conversion (htmlToJson) and is DETECTED', () => {
+    const source = '<script>steal()</script>';
+    const encoded = encodeHtmlEmbedSource(source);
+    const html = `<p>Hello</p><div data-type="htmlEmbed" data-source="${encoded}"></div><p>World</p>`;
+
+    const json = htmlToJson(html);
+    expect(hasHtmlEmbedNode(json)).toBe(true);
+    expect(hasHtmlEmbedNode(stripHtmlEmbedNodes(json))).toBe(false);
+  });
+
+  it('is still DETECTED even when the data-source is NOT valid base64', async () => {
+    // A naive raw inline source (HTML-escaped, not base64) still parses as an
+    // htmlEmbed NODE — the decoder just yields an empty source. Detection (and
+    // therefore stripping) does not depend on the source being well-formed, so
+    // the bypass cannot be hidden by sending a malformed data-source.
+    const md = `<div data-type="htmlEmbed" data-source="&lt;script&gt;x&lt;/script&gt;"></div>`;
+    const html = await markdownToHtml(md);
+    const json = htmlToJson(html);
+    expect(hasHtmlEmbedNode(json)).toBe(true);
+    expect(hasHtmlEmbedNode(stripHtmlEmbedNodes(json))).toBe(false);
+  });
+});

apps/server/src/common/helpers/prosemirror/html-embed.spec.ts

@@ -92,6 +92,102 @@ describe('stripHtmlEmbedNodes', () => {
     const result = stripHtmlEmbedNodes(doc);
     expect(result).toEqual(doc);
   });
+
+  it('strips a deeply nested htmlEmbed (3+ levels: callout > column > paragraph-sibling)', () => {
+    // htmlEmbed sits as a sibling of a paragraph, nested four containers deep.
+    const doc = {
+      type: 'doc',
+      content: [
+        {
+          type: 'callout',
+          content: [
+            {
+              type: 'columns',
+              content: [
+                {
+                  type: 'column',
+                  content: [
+                    {
+                      type: 'paragraph',
+                      content: [{ type: 'text', text: 'deep keep' }],
+                    },
+                    { type: 'htmlEmbed', attrs: { source: '<script>x</script>' } },
+                  ],
+                },
+              ],
+            },
+          ],
+        },
+      ],
+    };
+
+    const result = stripHtmlEmbedNodes(doc);
+    expect(hasHtmlEmbedNode(result)).toBe(false);
+    const col = findFirstChild(result, 'column');
+    // Sibling paragraph survives; only the embed is removed.
+    expect(col.content).toHaveLength(1);
+    expect(col.content[0].type).toBe('paragraph');
+    expect(col.content[0].content[0].text).toBe('deep keep');
+  });
+
+  it('returns non-object / null / array-without-content nodes unchanged', () => {
+    // Non-object inputs are returned as-is (callers persist what they got).
+    expect(stripHtmlEmbedNodes(null as any)).toBeNull();
+    expect(stripHtmlEmbedNodes(undefined as any)).toBeUndefined();
+    expect(stripHtmlEmbedNodes('not-a-node' as any)).toBe('not-a-node');
+    expect(stripHtmlEmbedNodes(42 as any)).toBe(42);
+
+    // An object node with no `content` array is returned shallow-cloned, equal.
+    const leaf = { type: 'paragraph', attrs: { id: 'x' } };
+    const out = stripHtmlEmbedNodes(leaf);
+    expect(out).toEqual(leaf);
+    expect(out).not.toBe(leaf); // new object, input not mutated
+  });
+
+  it('yields empty content (not null/undefined) for a doc whose only child is an htmlEmbed', () => {
+    const doc = {
+      type: 'doc',
+      content: [{ type: 'htmlEmbed', attrs: { source: '<b>only</b>' } }],
+    };
+    const result = stripHtmlEmbedNodes(doc) as any;
+    expect(Array.isArray(result.content)).toBe(true);
+    expect(result.content).toHaveLength(0);
+    expect(result.content).not.toBeNull();
+    expect(result.content).not.toBeUndefined();
+    expect(hasHtmlEmbedNode(result)).toBe(false);
+  });
+});
+
+describe('hasHtmlEmbedNode (root/odd-shape detection)', () => {
+  it('returns true when the ROOT node itself is an htmlEmbed (not only a child)', () => {
+    const rootEmbed = { type: 'htmlEmbed', attrs: { source: '<script>r</script>' } };
+    expect(hasHtmlEmbedNode(rootEmbed)).toBe(true);
+  });
+
+  it('returns false for a doc with embed-like TEXT but no htmlEmbed node', () => {
+    // The literal string "htmlEmbed" appears only as text content, not as a
+    // node type, so it must NOT be detected.
+    const doc = {
+      type: 'doc',
+      content: [
+        {
+          type: 'paragraph',
+          content: [
+            { type: 'text', text: 'type: htmlEmbed <div data-type="htmlEmbed">' },
+          ],
+        },
+      ],
+    };
+    expect(hasHtmlEmbedNode(doc)).toBe(false);
+  });
+
+  it('returns false for non-object / null / array inputs', () => {
+    expect(hasHtmlEmbedNode(null)).toBe(false);
+    expect(hasHtmlEmbedNode(undefined)).toBe(false);
+    expect(hasHtmlEmbedNode('htmlEmbed')).toBe(false);
+    // A bare array (no `content` wrapper) has no node `type`, so it's false.
+    expect(hasHtmlEmbedNode([{ type: 'htmlEmbed' }] as any)).toBe(false);
+  });
 });
 
 describe('canAuthorHtmlEmbed', () => {

apps/server/src/core/ai-chat/ai-chat.service.spec.ts

@@ -4,6 +4,7 @@ import {
   serializeSteps,
   rowToUiMessage,
   prepareAgentStep,
+  buildErrorAssistantRecord,
   MAX_AGENT_STEPS,
   FINAL_STEP_INSTRUCTION,
 } from './ai-chat.service';
@@ -229,3 +230,32 @@ describe('prepareAgentStep', () => {
     expect(atBoundary?.toolChoice).toBe('none');
   });
 });
+
+/**
+ * Unit test for buildErrorAssistantRecord: the pure helper that shapes the
+ * assistant-message record persisted on a first-turn (or any) stream failure.
+ * The streamText onError callback builds the formatted error text via
+ * describeProviderError (tested separately) and hands it to this helper; pinning
+ * the record shape here covers the persist-assistant-on-error logic without
+ * having to seam streamText itself.
+ */
+describe('buildErrorAssistantRecord', () => {
+  it('records an empty turn with the error text in metadata (finishReason=error)', () => {
+    const rec = buildErrorAssistantRecord('401: Unauthorized');
+    expect(rec).toEqual({
+      text: '',
+      toolCalls: null,
+      metadata: { finishReason: 'error', parts: [], error: '401: Unauthorized' },
+    });
+  });
+
+  it('always produces empty text + empty parts so a failed turn is still recorded', () => {
+    const rec = buildErrorAssistantRecord('boom');
+    // No partial text and no UI parts: the turn exists in history but renders as
+    // an error, with the cause preserved in metadata.error.
+    expect(rec.text).toBe('');
+    expect(rec.metadata.parts).toEqual([]);
+    expect(rec.toolCalls).toBeNull();
+    expect(rec.metadata.error).toBe('boom');
+  });
+});

apps/server/src/core/ai-chat/ai-chat.service.ts

@@ -384,11 +384,7 @@ export class AiChatService {
         this.logger.error(`AI chat stream error: ${errorText}`, e?.stack);
         // Persist whatever text we have (likely empty) so the turn is recorded,
         // and record the error text in metadata so it is visible in history.
-        await persistAssistant({
-          text: '',
-          toolCalls: null,
-          metadata: { finishReason: 'error', parts: [], error: errorText },
-        });
+        await persistAssistant(buildErrorAssistantRecord(errorText));
         await closeExternalClients();
       },
       onAbort: async ({ steps }) => {
@@ -710,6 +706,26 @@ export function rowToUiMessage(row: AiChatMessage): Omit<UIMessage, 'id'> & {
   return { id: row.id, role, parts: parts as UIMessage['parts'] };
 }
 
+/**
+ * Build the assistant-message record persisted when a turn fails before any text
+ * is produced (the streamText onError path). Pure: it takes the formatted error
+ * text and returns the exact `{ text, toolCalls, metadata }` payload handed to
+ * persistAssistant, so the first-turn-failure recording shape is unit-testable
+ * without seaming streamText. The empty text + empty parts mean the failed turn
+ * is still recorded in history, with the provider cause visible in metadata.
+ */
+export function buildErrorAssistantRecord(errorText: string): {
+  text: string;
+  toolCalls: null;
+  metadata: { finishReason: 'error'; parts: []; error: string };
+} {
+  return {
+    text: '',
+    toolCalls: null,
+    metadata: { finishReason: 'error', parts: [], error: errorText },
+  };
+}
+
 /**
  * Reduce SDK step objects to a compact, JSON-serializable trace for the
  * `tool_calls` column. Stores only what the UI action-log and history need —

apps/server/src/core/ai-chat/public-share-chat.controller.spec.ts

@@ -0,0 +1,256 @@
+import { HttpException } from '@nestjs/common';
+import {
+  resolveShareAssistantRequest,
+  uiMessageTextLength,
+  type ShareAssistantDeps,
+} from './public-share-chat.controller';
+import { AiNotConfiguredException } from '../../integrations/ai/ai-not-configured.exception';
+import {
+  MAX_SHARE_MESSAGES,
+  MAX_SHARE_MESSAGE_CHARS,
+} from './public-share-chat.service';
+import type { UIMessage } from 'ai';
+
+/**
+ * Unit tests for the extracted pre-hijack funnel (resolveShareAssistantRequest)
+ * and the exported size helper (uiMessageTextLength). The funnel order is
+ * security-relevant: the first failing gate must win, every failure must throw
+ * BEFORE any stream/hijack, and the access-shaped failures must all 404 (no
+ * existence leak). These exercise each branch with hand-rolled mocks — no Nest
+ * module graph, no DB.
+ */
+describe('resolveShareAssistantRequest (extracted controller funnel)', () => {
+  /** A fully-passing dep set; individual tests override single collaborators. */
+  function makeDeps(over: {
+    assistantEnabled?: boolean;
+    getShareForPage?: jest.Mock;
+    isSharingAllowed?: jest.Mock;
+    findById?: jest.Mock;
+    hasRestrictedAncestor?: jest.Mock;
+    resolveShareRole?: jest.Mock;
+    getShareChatModel?: jest.Mock;
+    tryConsumeWorkspaceQuota?: jest.Mock;
+  } = {}) {
+    const aiSettings = {
+      isPublicShareAssistantEnabled: jest
+        .fn()
+        .mockResolvedValue(over.assistantEnabled ?? true),
+    };
+    const shareService = {
+      getShareForPage:
+        over.getShareForPage ??
+        jest.fn().mockResolvedValue({
+          id: 'SHARE-A',
+          pageId: 'root-page',
+          spaceId: 'space-1',
+          sharedPage: { id: 'root-page', title: 'Root' },
+        }),
+      isSharingAllowed:
+        over.isSharingAllowed ?? jest.fn().mockResolvedValue(true),
+    };
+    const pageRepo = {
+      findById:
+        over.findById ?? jest.fn().mockResolvedValue({ id: 'opened-uuid' }),
+    };
+    const pagePermissionRepo = {
+      hasRestrictedAncestor:
+        over.hasRestrictedAncestor ?? jest.fn().mockResolvedValue(false),
+    };
+    const publicShareChat = {
+      resolveShareRole:
+        over.resolveShareRole ?? jest.fn().mockResolvedValue(null),
+      getShareChatModel:
+        over.getShareChatModel ?? jest.fn().mockResolvedValue('MODEL'),
+      tryConsumeWorkspaceQuota:
+        over.tryConsumeWorkspaceQuota ?? jest.fn().mockResolvedValue(true),
+    };
+    const deps: ShareAssistantDeps = {
+      aiSettings: aiSettings as never,
+      shareService: shareService as never,
+      pageRepo: pageRepo as never,
+      pagePermissionRepo: pagePermissionRepo as never,
+      publicShareChat: publicShareChat as never,
+    };
+    return {
+      deps,
+      aiSettings,
+      shareService,
+      pageRepo,
+      pagePermissionRepo,
+      publicShareChat,
+    };
+  }
+
+  const body = (over: Record<string, unknown> = {}) => ({
+    shareId: 'SHARE-A',
+    pageId: 'opened-page',
+    messages: [],
+    ...over,
+  });
+
+  /** Run the funnel and capture the thrown HttpException status (or null). */
+  async function statusOf(
+    deps: ShareAssistantDeps,
+    b: Record<string, unknown>,
+  ): Promise<number | null> {
+    try {
+      await resolveShareAssistantRequest(deps, {
+        workspaceId: 'ws-1',
+        body: b as never,
+      });
+      return null;
+    } catch (err) {
+      if (err instanceof HttpException) return err.getStatus();
+      throw err;
+    }
+  }
+
+  it('happy path: returns the resolved, non-null request', async () => {
+    const { deps } = makeDeps();
+    const out = await resolveShareAssistantRequest(deps, {
+      workspaceId: 'ws-1',
+      body: body() as never,
+    });
+    expect(out.shareId).toBe('SHARE-A');
+    expect(out.share.id).toBe('SHARE-A');
+    expect(out.model).toBe('MODEL');
+    expect(out.role).toBeNull();
+    expect(out.openedPage).toEqual({ id: 'opened-page', title: 'Root' });
+  });
+
+  it('assistant disabled => 404 and NO share/page/model lookups', async () => {
+    const { deps, shareService, pageRepo, publicShareChat } = makeDeps({
+      assistantEnabled: false,
+    });
+    expect(await statusOf(deps, body())).toBe(404);
+    expect(shareService.getShareForPage).not.toHaveBeenCalled();
+    expect(pageRepo.findById).not.toHaveBeenCalled();
+    expect(publicShareChat.getShareChatModel).not.toHaveBeenCalled();
+  });
+
+  it('share.id !== body.shareId => 404 (cross-share id swap rejected)', async () => {
+    const { deps, publicShareChat } = makeDeps({
+      getShareForPage: jest.fn().mockResolvedValue({
+        id: 'OTHER-SHARE',
+        pageId: 'root',
+        spaceId: 'space-1',
+        sharedPage: null,
+      }),
+    });
+    expect(await statusOf(deps, body({ shareId: 'SHARE-A' }))).toBe(404);
+    // Never reached the model resolution for an unusable share.
+    expect(publicShareChat.getShareChatModel).not.toHaveBeenCalled();
+  });
+
+  it('opened page unresolvable (pageRepo.findById -> null) => fail-closed 404', async () => {
+    const { deps } = makeDeps({
+      findById: jest.fn().mockResolvedValue(null),
+    });
+    expect(await statusOf(deps, body())).toBe(404);
+  });
+
+  it('restricted descendant => 404 (same as out-of-tree, no existence leak)', async () => {
+    const { deps, pagePermissionRepo } = makeDeps({
+      hasRestrictedAncestor: jest.fn().mockResolvedValue(true),
+    });
+    expect(await statusOf(deps, body())).toBe(404);
+    expect(pagePermissionRepo.hasRestrictedAncestor).toHaveBeenCalled();
+  });
+
+  it('getShareChatModel throws AiNotConfiguredException => 503', async () => {
+    const { deps } = makeDeps({
+      getShareChatModel: jest
+        .fn()
+        .mockRejectedValue(new AiNotConfiguredException()),
+    });
+    expect(await statusOf(deps, body())).toBe(503);
+  });
+
+  it('getShareChatModel throws a non-AiNotConfigured error => re-thrown (not a 503/404)', async () => {
+    const boom = new Error('boom');
+    const { deps } = makeDeps({
+      getShareChatModel: jest.fn().mockRejectedValue(boom),
+    });
+    await expect(
+      resolveShareAssistantRequest(deps, {
+        workspaceId: 'ws-1',
+        body: body() as never,
+      }),
+    ).rejects.toBe(boom);
+  });
+
+  it('tryConsumeWorkspaceQuota false => 429 thrown BEFORE any stream', async () => {
+    const { deps, publicShareChat } = makeDeps({
+      tryConsumeWorkspaceQuota: jest.fn().mockResolvedValue(false),
+    });
+    expect(await statusOf(deps, body())).toBe(429);
+    // The quota gate ran AFTER the model resolved (provider configured) but the
+    // function returns/throws before producing a streamable request.
+    expect(publicShareChat.tryConsumeWorkspaceQuota).toHaveBeenCalledWith('ws-1');
+  });
+
+  it('messages over MAX_SHARE_MESSAGES => 413', async () => {
+    const { deps } = makeDeps();
+    const tooMany = Array.from({ length: MAX_SHARE_MESSAGES + 1 }, () => ({
+      role: 'user',
+      parts: [{ type: 'text', text: 'hi' }],
+    }));
+    expect(await statusOf(deps, body({ messages: tooMany }))).toBe(413);
+  });
+
+  it('a single message over MAX_SHARE_MESSAGE_CHARS => 413 (uiMessageTextLength)', async () => {
+    const { deps } = makeDeps();
+    const huge = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS + 1) }],
+    };
+    expect(await statusOf(deps, body({ messages: [huge] }))).toBe(413);
+  });
+
+  it('the quota gate is checked BEFORE the payload caps (429 wins over 413)', async () => {
+    // Over-cap workspace AND an over-long message: the 429 must surface first, so
+    // an over-cap caller is rejected without even paying the payload-cap scan.
+    const { deps } = makeDeps({
+      tryConsumeWorkspaceQuota: jest.fn().mockResolvedValue(false),
+    });
+    const huge = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS + 1) }],
+    };
+    expect(await statusOf(deps, body({ messages: [huge] }))).toBe(429);
+  });
+});
+
+describe('uiMessageTextLength', () => {
+  it('returns 0 for an undefined / parts-less / non-array message', () => {
+    expect(uiMessageTextLength(undefined)).toBe(0);
+    expect(uiMessageTextLength({} as UIMessage)).toBe(0);
+    expect(uiMessageTextLength({ parts: 'nope' } as never)).toBe(0);
+  });
+
+  it('sums the lengths of ONLY the text parts', () => {
+    const msg = {
+      role: 'user',
+      parts: [
+        { type: 'text', text: 'hello' }, // 5
+        { type: 'tool-call', text: 'IGNORED' }, // non-text: ignored
+        { type: 'text', text: 'world!' }, // 6
+        { type: 'text' }, // no text field: ignored
+      ],
+    } as unknown as UIMessage;
+    expect(uiMessageTextLength(msg)).toBe(11);
+  });
+
+  it('matches the 413 boundary used by the funnel', () => {
+    const atCap = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS) }],
+    } as unknown as UIMessage;
+    const overCap = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS + 1) }],
+    } as unknown as UIMessage;
+    expect(uiMessageTextLength(atCap)).toBe(MAX_SHARE_MESSAGE_CHARS);
+    expect(uiMessageTextLength(overCap)).toBeGreaterThan(MAX_SHARE_MESSAGE_CHARS);
+  });
+});

apps/server/src/core/ai-chat/public-share-chat.controller.ts

@@ -77,142 +77,25 @@ export class PublicShareChatController {
     @AuthWorkspace() workspace: Workspace,
   ): Promise<void> {
     const body = (req.body ?? {}) as PublicShareChatStreamBody;
-    const shareId = typeof body.shareId === 'string' ? body.shareId.trim() : '';
-    const pageId = typeof body.pageId === 'string' ? body.pageId.trim() : '';
 
     // ---- Guardrail funnel (order matters; each failure exits before stream) ----
-
-    // 1. Workspace master toggle. 404 (do not reveal the feature exists).
-    const assistantEnabled = await this.aiSettings.isPublicShareAssistantEnabled(
-      workspace.id,
+    // The whole pre-hijack fact-resolution + cap-ordering block is a pure-ish
+    // helper (collaborators passed in) so every funnel branch — 404 disabled /
+    // share-mismatch / page-unresolvable / restricted, 503 unconfigured, 429
+    // over-cap, 413 too many/too long — is unit-testable against the red-team
+    // boundaries without the full Nest/DB graph. It throws the SAME HttpException
+    // the controller would, and never starts streaming.
+    const resolved = await resolveShareAssistantRequest(
+      {
+        aiSettings: this.aiSettings,
+        shareService: this.shareService,
+        pageRepo: this.pageRepo,
+        pagePermissionRepo: this.pagePermissionRepo,
+        publicShareChat: this.publicShareChat,
+      },
+      { workspaceId: workspace.id, body },
     );
-
-    // 2. Share usable? Resolved via the page's share membership, since the page
-    //    resolution (getShareForPage) ALSO yields the share + workspace. We
-    //    still need basic input to attempt it.
-    // 3. Page in share? The same getShareForPage lookup confirms the opened page
-    //    resolves to THIS share tree, PLUS an explicit restricted-ancestor gate
-    //    (getShareForPage itself does NOT exclude restricted descendants) so a
-    //    restricted page hidden from the public view is graded not-in-share.
-    //    (shareUsable + pageInShare are set together below; the funnel grades
-    //    them as distinct ordered steps.)
-    let share: Awaited<ReturnType<ShareService['getShareForPage']>> | undefined;
-    let shareUsable = false;
-    let pageInShare = false;
-    if (assistantEnabled && shareId && pageId) {
-      // getShareForPage walks up the tree to the nearest ancestor share,
-      // enforces share.workspaceId === workspaceId and includeSubPages, and
-      // returns undefined when the page is not publicly reachable. NOTE: it
-      // joins only the `shares` table — it does NOT exclude restricted
-      // descendants — so a restricted page inside an includeSubPages share
-      // still resolves here. We add an explicit restricted-ancestor gate below
-      // (same as the public view) so the opened page's title never leaks into
-      // the system prompt for a page the public view 404s.
-      share = await this.shareService.getShareForPage(pageId, workspace.id);
-      if (share && share.id === shareId) {
-        // Confirm sharing is still allowed for the share's space (and not
-        // disabled at workspace/space level) — same gate the public views use.
-        const sharingAllowed = await this.shareService.isSharingAllowed(
-          workspace.id,
-          share.spaceId,
-        );
-        // A restricted descendant is hidden from the public share view; treat
-        // the opened page as not-in-share so the funnel returns the SAME 404 it
-        // returns for an out-of-tree page (uniform, no existence leak).
-        // hasRestrictedAncestor matches on the page UUID only, while the
-        // opened pageId may be a slugId, so resolve to the UUID first (cheap
-        // base-fields lookup, mirroring how getSharedPage resolves the page
-        // before its restricted check).
-        const openedPageRow = await this.pageRepo.findById(pageId);
-        const restricted = openedPageRow
-          ? await this.pagePermissionRepo.hasRestrictedAncestor(
-              openedPageRow.id,
-            )
-          : true; // unresolvable opened page => fail closed (treat as not-in-share)
-        // The security-relevant combination (server-resolved share id ===
-        // requested shareId, + sharingAllowed, + the restricted gate) is a pure,
-        // unit-tested helper so the access join point can be exercised against
-        // the red-team boundaries without the full Nest/DB graph.
-        ({ shareUsable, pageInShare } = deriveShareAccess({
-          resolvedShareId: share.id,
-          requestedShareId: shareId,
-          sharingAllowed,
-          restricted,
-        }));
-      }
-    }
-
-    // 4. Provider configured? Resolve the model now so an unconfigured provider
-    //    yields a clean 503 (AiNotConfiguredException) BEFORE hijack. Only
-    //    attempt this once the earlier gates passed, to avoid leaking timing.
-    let model: Awaited<ReturnType<PublicShareChatService['getShareChatModel']>> | undefined;
-    // Admin-selected identity (agent role) for the anonymous assistant, resolved
-    // server-authoritatively. null = built-in locked persona.
-    let role: AiAgentRole | null = null;
-    let providerConfigured = false;
-    if (assistantEnabled && shareUsable && pageInShare) {
-      try {
-        role = await this.publicShareChat.resolveShareRole(workspace.id);
-        model = await this.publicShareChat.getShareChatModel(workspace.id, role);
-        providerConfigured = true;
-      } catch (err) {
-        if (err instanceof AiNotConfiguredException) {
-          providerConfigured = false;
-        } else {
-          throw err;
-        }
-      }
-    }
-
-    const outcome = evaluateShareAssistantFunnel({
-      assistantEnabled,
-      shareUsable,
-      pageInShare,
-      providerConfigured,
-    });
-    if (outcome.ok === false) {
-      // 404 for everything access-shaped (feature/share/page); 503 for config.
-      if (outcome.status === 503) {
-        throw new ServiceUnavailableException('AI is not configured');
-      }
-      throw new NotFoundException('Not found');
-    }
-
-    // 5. Per-WORKSPACE anti-abuse cap (IP-independent; defense in depth). The
-    //    per-IP @Throttle above can be evaded by an attacker rotating
-    //    `X-Forwarded-For` (the app runs with trustProxy), and each evaded call
-    //    spends REAL tokens on the workspace owner's paid AI provider. This cap
-    //    is keyed by the server-resolved workspace id (never attacker-
-    //    controllable), so it bounds the owner's bill even when the per-IP limit
-    //    is fully defeated via XFF spoofing. Checked here, BEFORE res.hijack(),
-    //    so an over-cap workspace gets a clean 429 and spends nothing. NOTE:
-    //    production should ALSO front this endpoint with a trusted proxy that
-    //    REWRITES (not appends) XFF so the per-IP throttle stays meaningful.
-    if (!(await this.publicShareChat.tryConsumeWorkspaceQuota(workspace.id))) {
-      throw new HttpException(
-        'This documentation assistant is temporarily busy. Please try again later.',
-        HttpStatus.TOO_MANY_REQUESTS,
-      );
-    }
-
-    // ---- Validate / bound the payload (cheap caps; ephemeral, never stored) ----
-    const messages = Array.isArray(body.messages)
-      ? (body.messages as UIMessage[])
-      : [];
-    if (messages.length > MAX_SHARE_MESSAGES) {
-      throw new HttpException('Too many messages', 413);
-    }
-    for (const m of messages) {
-      const text = uiMessageTextLength(m);
-      if (text > MAX_SHARE_MESSAGE_CHARS) {
-        throw new HttpException('Message too long', 413);
-      }
-    }
-
-    const openedPage = {
-      id: pageId,
-      title: share?.sharedPage?.title ?? undefined,
-    };
+    const { shareId, share, model, role, messages, openedPage } = resolved;
 
     // Abort the agent loop when the client disconnects (mirrors ai-chat).
     const controller = new AbortController();
@@ -230,15 +113,15 @@ export class PublicShareChatController {
         workspaceId: workspace.id,
         shareId,
         share: {
-          id: share!.id,
-          pageId: share!.pageId,
-          sharedPage: share!.sharedPage,
+          id: share.id,
+          pageId: share.pageId,
+          sharedPage: share.sharedPage,
         },
         openedPage,
         messages,
         res,
         signal: controller.signal,
-        model: model!,
+        model,
         role,
       });
     } catch (err) {
@@ -255,8 +138,174 @@ export class PublicShareChatController {
   }
 }
 
-/** Sum of the text-part lengths of a UIMessage (cheap, for the size cap). */
-function uiMessageTextLength(message: UIMessage | undefined): number {
+/**
+ * The collaborators the pre-hijack funnel needs. Declared as the minimal slice
+ * of each injected service it actually calls, so the resolver can be unit-tested
+ * with hand-rolled mocks (no Nest module graph, no DB).
+ */
+export interface ShareAssistantDeps {
+  aiSettings: Pick<AiSettingsService, 'isPublicShareAssistantEnabled'>;
+  shareService: Pick<
+    ShareService,
+    'getShareForPage' | 'isSharingAllowed'
+  >;
+  pageRepo: Pick<PageRepo, 'findById'>;
+  pagePermissionRepo: Pick<PagePermissionRepo, 'hasRestrictedAncestor'>;
+  publicShareChat: Pick<
+    PublicShareChatService,
+    | 'resolveShareRole'
+    | 'getShareChatModel'
+    | 'tryConsumeWorkspaceQuota'
+  >;
+}
+
+/** The resolved, validated request ready to stream (everything is non-null). */
+export interface ResolvedShareAssistantRequest {
+  shareId: string;
+  share: NonNullable<Awaited<ReturnType<ShareService['getShareForPage']>>>;
+  model: Awaited<ReturnType<PublicShareChatService['getShareChatModel']>>;
+  role: AiAgentRole | null;
+  messages: UIMessage[];
+  openedPage: { id: string; title?: string };
+}
+
+/**
+ * Pre-hijack fact-resolution + cap-ordering for the anonymous public-share
+ * assistant, extracted from the controller so every funnel branch is unit-
+ * testable without the Nest/DB graph. Order is security-relevant and each
+ * failure exits BEFORE any stream/hijack:
+ *  1. assistant toggle off => 404 (no share/page/model lookups);
+ *  2. share/page access (deriveShareAccess + evaluateShareAssistantFunnel) =>
+ *     404 (uniform; restricted descendant and out-of-tree look identical);
+ *  3. provider unconfigured => 503 (AiNotConfiguredException), other errors
+ *     re-thrown;
+ *  4. per-workspace quota exhausted => 429 (BEFORE any stream/hijack);
+ *  5. payload caps => 413 (too many messages / a single message too long).
+ * Throws the SAME HttpException the controller would; returns the resolved,
+ * non-null request otherwise.
+ */
+export async function resolveShareAssistantRequest(
+  deps: ShareAssistantDeps,
+  input: { workspaceId: string; body: PublicShareChatStreamBody },
+): Promise<ResolvedShareAssistantRequest> {
+  const { workspaceId, body } = input;
+  const shareId = typeof body.shareId === 'string' ? body.shareId.trim() : '';
+  const pageId = typeof body.pageId === 'string' ? body.pageId.trim() : '';
+
+  // 1. Workspace master toggle. 404 (do not reveal the feature exists).
+  const assistantEnabled =
+    await deps.aiSettings.isPublicShareAssistantEnabled(workspaceId);
+
+  // 2/3. Share usable? Page in share? Resolved via the page's share membership,
+  //      since getShareForPage ALSO yields the share + workspace. The opened
+  //      page is then gated by an explicit restricted-ancestor check (which
+  //      getShareForPage does NOT do) so a restricted page hidden from the
+  //      public view is graded not-in-share.
+  let share: Awaited<ReturnType<ShareService['getShareForPage']>> | undefined;
+  let shareUsable = false;
+  let pageInShare = false;
+  if (assistantEnabled && shareId && pageId) {
+    share = await deps.shareService.getShareForPage(pageId, workspaceId);
+    if (share && share.id === shareId) {
+      const sharingAllowed = await deps.shareService.isSharingAllowed(
+        workspaceId,
+        share.spaceId,
+      );
+      // hasRestrictedAncestor matches on the page UUID only, while the opened
+      // pageId may be a slugId, so resolve to the UUID first (cheap base-fields
+      // lookup). An unresolvable opened page fails closed (not-in-share).
+      const openedPageRow = await deps.pageRepo.findById(pageId);
+      const restricted = openedPageRow
+        ? await deps.pagePermissionRepo.hasRestrictedAncestor(openedPageRow.id)
+        : true;
+      ({ shareUsable, pageInShare } = deriveShareAccess({
+        resolvedShareId: share.id,
+        requestedShareId: shareId,
+        sharingAllowed,
+        restricted,
+      }));
+    }
+  }
+
+  // 4. Provider configured? Resolve the model now so an unconfigured provider
+  //    yields a clean 503 BEFORE hijack. Only after the access gates pass, to
+  //    avoid leaking timing.
+  let model:
+    | Awaited<ReturnType<PublicShareChatService['getShareChatModel']>>
+    | undefined;
+  let role: AiAgentRole | null = null;
+  let providerConfigured = false;
+  if (assistantEnabled && shareUsable && pageInShare) {
+    try {
+      role = await deps.publicShareChat.resolveShareRole(workspaceId);
+      model = await deps.publicShareChat.getShareChatModel(workspaceId, role);
+      providerConfigured = true;
+    } catch (err) {
+      if (err instanceof AiNotConfiguredException) {
+        providerConfigured = false;
+      } else {
+        throw err;
+      }
+    }
+  }
+
+  const outcome = evaluateShareAssistantFunnel({
+    assistantEnabled,
+    shareUsable,
+    pageInShare,
+    providerConfigured,
+  });
+  if (outcome.ok === false) {
+    // 404 for everything access-shaped (feature/share/page); 503 for config.
+    if (outcome.status === 503) {
+      throw new ServiceUnavailableException('AI is not configured');
+    }
+    throw new NotFoundException('Not found');
+  }
+
+  // 5. Per-WORKSPACE anti-abuse cap (IP-independent; defense in depth). Checked
+  //    BEFORE res.hijack(), so an over-cap workspace gets a clean 429 and spends
+  //    nothing.
+  if (!(await deps.publicShareChat.tryConsumeWorkspaceQuota(workspaceId))) {
+    throw new HttpException(
+      'This documentation assistant is temporarily busy. Please try again later.',
+      HttpStatus.TOO_MANY_REQUESTS,
+    );
+  }
+
+  // ---- Validate / bound the payload (cheap caps; ephemeral, never stored) ----
+  const messages = Array.isArray(body.messages)
+    ? (body.messages as UIMessage[])
+    : [];
+  if (messages.length > MAX_SHARE_MESSAGES) {
+    throw new HttpException('Too many messages', 413);
+  }
+  for (const m of messages) {
+    if (uiMessageTextLength(m) > MAX_SHARE_MESSAGE_CHARS) {
+      throw new HttpException('Message too long', 413);
+    }
+  }
+
+  const openedPage = {
+    id: pageId,
+    title: share?.sharedPage?.title ?? undefined,
+  };
+
+  // The funnel passed, so share/model are guaranteed present.
+  return {
+    shareId,
+    share: share!,
+    model: model!,
+    role,
+    messages,
+    openedPage,
+  };
+}
+
+/** Sum of the text-part lengths of a UIMessage (cheap, for the size cap).
+ * Exported so the 413 size-cap logic is unit-testable without the Nest/DB graph.
+ */
+export function uiMessageTextLength(message: UIMessage | undefined): number {
   if (!message?.parts || !Array.isArray(message.parts)) return 0;
   let total = 0;
   for (const p of message.parts) {

apps/server/src/core/ai-chat/public-share-chat.spec.ts

@@ -7,7 +7,11 @@ import {
   filterShareTranscript,
 } from './public-share-chat.service';
 import { PublicShareChatToolsService } from './tools/public-share-chat-tools.service';
-import { PublicShareWorkspaceLimiter } from './public-share-workspace-limiter';
+import {
+  PublicShareWorkspaceLimiter,
+  resolveShareAiWorkspaceMax,
+  SHARE_AI_WORKSPACE_MAX_PER_WINDOW,
+} from './public-share-workspace-limiter';
 
 /**
  * Minimal in-memory fake of the slice of ioredis the sliding-window limiter
@@ -195,6 +199,54 @@ describe('buildShareSystemPrompt locking', () => {
     expect(prompt).toContain('read-only assistant');
     expect(prompt).toContain('anti prompt-injection');
   });
+
+  it('an opened page with a title injects both the pageId and the title', () => {
+    const prompt = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: 'page-123', title: 'Getting Started' },
+    });
+    expect(prompt).toContain('(pageId: page-123)');
+    expect(prompt).toContain('"Getting Started"');
+    expect(prompt).toContain('the current page');
+  });
+
+  it('an opened page with a blank/whitespace title falls back to "Untitled"', () => {
+    const prompt = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: 'page-123', title: '   ' },
+    });
+    expect(prompt).toContain('(pageId: page-123)');
+    expect(prompt).toContain('"Untitled"');
+  });
+
+  it('an empty / blank pageId omits the opened-page context line entirely', () => {
+    const emptyId = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: '', title: 'Ignored' },
+    });
+    expect(emptyId).not.toContain('pageId:');
+    expect(emptyId).not.toContain('the current page');
+
+    const blankId = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: '   ', title: 'Ignored' },
+    });
+    expect(blankId).not.toContain('pageId:');
+  });
+
+  it('a present share title is injected; a blank share title is omitted', () => {
+    const withTitle = buildShareSystemPrompt({
+      share: { sharedPageTitle: 'Product Docs' },
+      openedPage: null,
+    });
+    expect(withTitle).toContain('titled "Product Docs"');
+
+    const blankTitle = buildShareSystemPrompt({
+      share: { sharedPageTitle: '   ' },
+      openedPage: null,
+    });
+    expect(blankTitle).not.toContain('This published documentation is titled');
+  });
 });
 
 describe('PublicShareChatService model fallback', () => {
@@ -306,6 +358,44 @@ describe('PublicShareChatService model fallback', () => {
   });
 });
 
+describe('resolveShareAiWorkspaceMax (env-overridable per-workspace cap)', () => {
+  const ENV = 'SHARE_AI_WORKSPACE_MAX_PER_HOUR';
+  const original = process.env[ENV];
+
+  afterEach(() => {
+    if (original === undefined) delete process.env[ENV];
+    else process.env[ENV] = original;
+  });
+
+  it('uses a valid positive integer from the env', () => {
+    process.env[ENV] = '42';
+    expect(resolveShareAiWorkspaceMax()).toBe(42);
+  });
+
+  it('floors a float value', () => {
+    process.env[ENV] = '99.9';
+    expect(resolveShareAiWorkspaceMax()).toBe(99);
+  });
+
+  it('falls back to the default for an unparseable / NaN value', () => {
+    process.env[ENV] = 'not-a-number';
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+    expect(SHARE_AI_WORKSPACE_MAX_PER_WINDOW).toBe(300);
+  });
+
+  it('falls back to the default when unset', () => {
+    delete process.env[ENV];
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+  });
+
+  it('falls back to the default for zero or a negative value (no unlimited / negative cap)', () => {
+    process.env[ENV] = '0';
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+    process.env[ENV] = '-5';
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+  });
+});
+
 describe('PublicShareWorkspaceLimiter (cluster-wide sliding-window per-workspace cap)', () => {
   it('allows up to the cap within a window, then 429s (returns false)', async () => {
     const limiter = makeLimiter(3, 60_000, () => 1_000);
@@ -353,6 +443,23 @@ describe('PublicShareWorkspaceLimiter (cluster-wide sliding-window per-workspace
     expect(await limiter.tryConsume('ws-1')).toBe(true);
   });
 
+  it('consumes a distinct member slot per call at one FIXED clock value (no same-ms score-collision under-count)', async () => {
+    // All calls happen at the SAME millisecond. The limiter mints a unique member
+    // id per attempt, so distinct calls in the same ms must NOT collide on the
+    // sorted-set score and under-count: exactly `cap` calls are admitted, the
+    // rest rejected — even though every score is identical.
+    const cap = 5;
+    const limiter = makeLimiter(cap, 60_000, () => 7_000); // clock never advances
+    const results: boolean[] = [];
+    for (let i = 0; i < cap + 3; i++) {
+      results.push(await limiter.tryConsume('ws-1'));
+    }
+    // First `cap` admitted, the remaining 3 rejected.
+    expect(results.slice(0, cap)).toEqual(Array(cap).fill(true));
+    expect(results.slice(cap)).toEqual([false, false, false]);
+    expect(results.filter(Boolean)).toHaveLength(cap);
+  });
+
   it('keeps separate budgets per workspace (one over-cap ws cannot starve another)', async () => {
     const limiter = makeLimiter(1, 60_000, () => 1_000);
     expect(await limiter.tryConsume('ws-a')).toBe(true);

apps/server/src/core/ai-chat/roles/ai-agent-roles.service.spec.ts

@@ -93,6 +93,56 @@ describe('AiAgentRolesService guards', () => {
       ).rejects.toBeInstanceOf(BadRequestException);
       expect(repo.update).not.toHaveBeenCalled();
     });
+
+    it('instructions cleared to whitespace => BadRequest, repo.update NOT called', async () => {
+      const { service, repo } = makeService({ existing: makeRow() });
+      await expect(
+        service.update('ws-1', 'r1', {
+          instructions: '   ',
+        } as UpdateAgentRoleDto),
+      ).rejects.toBeInstanceOf(BadRequestException);
+      expect(repo.update).not.toHaveBeenCalled();
+    });
+
+    it('concurrent soft-delete: row exists on the pre-update lookup but the re-fetch is undefined => BadRequest (not a TypeError)', async () => {
+      // findById returns the live row FIRST (pre-update guard passes), then the
+      // role is soft-deleted concurrently, so the POST-update re-fetch returns
+      // undefined. The service must surface a clean 400, never dereference
+      // undefined (which would throw a TypeError in toView).
+      const { service, repo } = makeService();
+      repo.findById
+        .mockResolvedValueOnce(makeRow())
+        .mockResolvedValueOnce(undefined);
+      await expect(
+        service.update('ws-1', 'r1', { name: 'X' } as UpdateAgentRoleDto),
+      ).rejects.toBeInstanceOf(BadRequestException);
+      // The UPDATE ran (the row existed pre-update), but the re-fetch failed.
+      expect(repo.update).toHaveBeenCalled();
+      expect(repo.findById).toHaveBeenCalledTimes(2);
+    });
+
+    it('emoji/description tri-state: emoji:"" => null (clear), emoji omitted => undefined (unchanged), description:"  " => null', async () => {
+      const { service, repo } = makeService({ existing: makeRow() });
+
+      // emoji explicitly emptied => clear to null; description whitespace => null.
+      await service.update('ws-1', 'r1', {
+        emoji: '',
+        description: '  ',
+      } as UpdateAgentRoleDto);
+      const patch1 = repo.update.mock.calls[0][2];
+      expect(patch1.emoji).toBeNull();
+      expect(patch1.description).toBeNull();
+
+      repo.update.mockClear();
+
+      // emoji omitted => unchanged (undefined passed through to the repo patch).
+      await service.update('ws-1', 'r1', {
+        name: 'Renamed',
+      } as UpdateAgentRoleDto);
+      const patch2 = repo.update.mock.calls[0][2];
+      expect(patch2.emoji).toBeUndefined();
+      expect(patch2.description).toBeUndefined();
+    });
   });
 
   describe('remove', () => {
@@ -136,6 +186,51 @@ describe('AiAgentRolesService guards', () => {
       expect(repo.insert).not.toHaveBeenCalled();
     });
 
+    it('modelConfig:{chatModel} only persists {chatModel} (no driver key)', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: { chatModel: 'gpt-4o' },
+      } as CreateAgentRoleDto);
+      const values = repo.insert.mock.calls[0][0];
+      expect(values.modelConfig).toEqual({ chatModel: 'gpt-4o' });
+      expect('driver' in values.modelConfig).toBe(false);
+    });
+
+    it('modelConfig:{} (empty) normalizes to null', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: {},
+      } as CreateAgentRoleDto);
+      expect(repo.insert.mock.calls[0][0].modelConfig).toBeNull();
+    });
+
+    it('modelConfig:{chatModel:"   "} (whitespace-only) normalizes to null', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: { chatModel: '   ' },
+      } as CreateAgentRoleDto);
+      expect(repo.insert.mock.calls[0][0].modelConfig).toBeNull();
+    });
+
+    it('modelConfig:{driver,chatModel} round-trips both fields (trimmed)', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: { driver: 'gemini', chatModel: '  gemini-2.0-flash  ' },
+      } as CreateAgentRoleDto);
+      expect(repo.insert.mock.calls[0][0].modelConfig).toEqual({
+        driver: 'gemini',
+        chatModel: 'gemini-2.0-flash',
+      });
+    });
+
     it('duplicate name (Postgres 23505) => ConflictException (409), not 500', async () => {
       const { service, repo } = makeService();
       // The partial unique (workspace_id, name) index rejects the insert.
@@ -148,6 +243,28 @@ describe('AiAgentRolesService guards', () => {
       ).rejects.toBeInstanceOf(ConflictException);
     });
 
+    it('duplicate name 409 message contains the TRIMMED submitted name', async () => {
+      const { service, repo } = makeService();
+      repo.insert.mockRejectedValueOnce({ code: '23505' });
+      await service
+        .create('ws-1', 'u1', {
+          name: '  Researcher  ',
+          instructions: 'do',
+        } as CreateAgentRoleDto)
+        .then(
+          () => {
+            throw new Error('expected create to throw');
+          },
+          (err: unknown) => {
+            expect(err).toBeInstanceOf(ConflictException);
+            const message = (err as ConflictException).message;
+            // The trimmed name appears verbatim; the untrimmed padding does not.
+            expect(message).toContain('"Researcher"');
+            expect(message).not.toContain('  Researcher  ');
+          },
+        );
+    });
+
     it('non-unique-violation error is NOT swallowed (re-thrown as-is)', async () => {
       const { service, repo } = makeService();
       const other = Object.assign(new Error('boom'), { code: '23502' });

apps/server/src/core/ai-chat/roles/jsonb-object.spec.ts

@@ -0,0 +1,30 @@
+import { jsonbObject } from '@docmost/db/repos/ai-agent-roles/ai-agent-roles.repo';
+
+/**
+ * Unit tests for jsonbObject: the repo helper that encodes a model_config object
+ * as a jsonb bind (or null when there is nothing to persist). It is the last
+ * line of defence before the column write, so the null-vs-bind decision is what
+ * matters here. We assert only null vs non-null because the non-null value is a
+ * kysely `sql` template fragment whose internal shape is an implementation
+ * detail of the SQL tag.
+ */
+describe('jsonbObject', () => {
+  it('returns null for null', () => {
+    expect(jsonbObject(null)).toBeNull();
+  });
+
+  it('returns null for undefined', () => {
+    expect(jsonbObject(undefined)).toBeNull();
+  });
+
+  it('returns null for an empty object (nothing to persist)', () => {
+    expect(jsonbObject({})).toBeNull();
+  });
+
+  it('returns a (non-null) jsonb bind for a non-empty object', () => {
+    const out = jsonbObject({ driver: 'gemini', chatModel: 'gemini-2.0-flash' });
+    // A real sql fragment is produced, never null/undefined.
+    expect(out).not.toBeNull();
+    expect(out).toBeDefined();
+  });
+});

apps/server/src/core/ai-chat/roles/role-override-contract.spec.ts

@@ -0,0 +1,135 @@
+import { AiService } from '../../../integrations/ai/ai.service';
+import { AiNotConfiguredException } from '../../../integrations/ai/ai-not-configured.exception';
+import { roleModelOverride } from './role-model-config';
+import type { AiAgentRole } from '@docmost/db/types/entity.types';
+
+/**
+ * Contract test for the override SHAPE that travels from a role's persisted
+ * `model_config` (via roleModelOverride) into AiService.getChatModel.
+ *
+ * This is the seam between the two halves of the role-model feature:
+ *  - roleModelOverride (pure) turns model_config into a ChatModelOverride;
+ *  - getChatModel consumes that override to build the model (or to 503).
+ * Wiring the REAL roleModelOverride output into a unit-constructed AiService
+ * (with stubbed deps, no DB) pins that the two agree on the override contract:
+ *  - a cross-driver override whose creds are absent => AiNotConfiguredException
+ *    naming the role + driver;
+ *  - a chatModel-only override keeps the workspace driver/creds (no creds
+ *    lookup, no decrypt);
+ *  - an ollama cross-driver override => 503 (no silent baseUrl reuse).
+ */
+describe('role override -> AiService.getChatModel contract', () => {
+  function role(modelConfig: unknown, name = 'Researcher'): AiAgentRole {
+    return { id: 'r1', name, modelConfig } as unknown as AiAgentRole;
+  }
+
+  function makeService(opts: {
+    workspaceDriver: string;
+    baseUrl?: string;
+    credsApiKeyEnc?: string;
+  }) {
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: opts.workspaceDriver,
+        chatModel: 'gpt-4o-mini',
+        apiKey: 'workspace-key',
+        baseUrl: opts.baseUrl,
+      }),
+    };
+    const aiProviderCredentialsRepo = {
+      find: jest
+        .fn()
+        .mockResolvedValue(
+          opts.credsApiKeyEnc ? { apiKeyEnc: opts.credsApiKeyEnc } : undefined,
+        ),
+    };
+    const secretBox = { decryptSecret: jest.fn().mockReturnValue('decrypted') };
+    const service = new AiService(
+      aiSettings as never,
+      aiProviderCredentialsRepo as never,
+      secretBox as never,
+    );
+    return { service, aiSettings, aiProviderCredentialsRepo, secretBox };
+  }
+
+  it('cross-driver override with NO creds => 503 naming the role and the override driver', async () => {
+    const override = roleModelOverride(
+      role({ driver: 'gemini', chatModel: 'gemini-2.0-flash' }),
+    );
+    expect(override).toEqual({
+      driver: 'gemini',
+      chatModel: 'gemini-2.0-flash',
+      roleName: 'Researcher',
+    });
+
+    // Workspace is openai; the gemini override has no configured creds.
+    const { service, aiProviderCredentialsRepo } = makeService({
+      workspaceDriver: 'openai',
+    });
+
+    await service.getChatModel('ws-1', override).then(
+      () => {
+        throw new Error('expected getChatModel to throw');
+      },
+      (err: unknown) => {
+        expect(err).toBeInstanceOf(AiNotConfiguredException);
+        const message = (err as AiNotConfiguredException).message;
+        expect(message).toContain('gemini');
+        expect(message).toContain('Researcher');
+      },
+    );
+    expect(aiProviderCredentialsRepo.find).toHaveBeenCalledWith('ws-1', 'gemini');
+  });
+
+  it('chatModel-only override keeps the workspace driver/creds (no creds lookup, no decrypt)', async () => {
+    const override = roleModelOverride(role({ chatModel: 'gpt-4o' }));
+    // No driver in the override => the workspace driver/creds are reused.
+    expect(override).toEqual({
+      driver: undefined,
+      chatModel: 'gpt-4o',
+      roleName: 'Researcher',
+    });
+
+    const { service, aiProviderCredentialsRepo, secretBox } = makeService({
+      workspaceDriver: 'openai',
+    });
+
+    const model = await service.getChatModel('ws-1', override);
+    expect(model).toBeDefined();
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+    expect(secretBox.decryptSecret).not.toHaveBeenCalled();
+  });
+
+  it('ollama cross-driver override (workspace driver != ollama) => 503, no baseUrl reuse', async () => {
+    const override = roleModelOverride(
+      role({ driver: 'ollama', chatModel: 'llama3' }, 'Local'),
+    );
+    expect(override).toEqual({
+      driver: 'ollama',
+      chatModel: 'llama3',
+      roleName: 'Local',
+    });
+
+    const { service, aiProviderCredentialsRepo } = makeService({
+      workspaceDriver: 'openai',
+      baseUrl: 'https://openrouter.example/v1',
+    });
+
+    await service.getChatModel('ws-1', override).then(
+      () => {
+        throw new Error('expected getChatModel to throw');
+      },
+      (err: unknown) => {
+        expect(err).toBeInstanceOf(AiNotConfiguredException);
+        const message = (err as AiNotConfiguredException).message;
+        expect(message).toContain('ollama');
+        expect(message).toContain('openai');
+        expect(message).toContain('Local');
+        // The workspace gateway baseUrl must never be reused for ollama.
+        expect(message).not.toContain('openrouter.example');
+      },
+    );
+    // No creds lookup for ollama: we fail before reaching the creds branch.
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+  });
+});

apps/server/src/core/ai-chat/tools/public-share-chat-tools.service.spec.ts

@@ -0,0 +1,132 @@
+import { PublicShareChatToolsService } from './public-share-chat-tools.service';
+
+/**
+ * Mock-based integration tests for the anonymous public-share toolset built by
+ * forShare(). Constructed directly with hand-rolled collaborators (no Nest/DB):
+ *  - listSharePages tree assembly (dedupe, single-page root fallback, fail-soft);
+ *  - the blank-input guards on search / read.
+ */
+describe('PublicShareChatToolsService.forShare', () => {
+  type ToolExec = { execute: (args: unknown) => Promise<unknown> };
+
+  function makeService(over: {
+    getShareTree?: jest.Mock;
+    findById?: jest.Mock;
+    searchPage?: jest.Mock;
+    getShareForPage?: jest.Mock;
+  } = {}) {
+    const shareService = {
+      getShareTree: over.getShareTree ?? jest.fn(),
+      getShareForPage: over.getShareForPage ?? jest.fn(),
+      updatePublicAttachments: jest.fn(),
+    };
+    const searchService = { searchPage: over.searchPage ?? jest.fn() };
+    const pageRepo = { findById: over.findById ?? jest.fn() };
+    const pagePermissionRepo = { hasRestrictedAncestor: jest.fn() };
+    const svc = new PublicShareChatToolsService(
+      shareService as never,
+      searchService as never,
+      pageRepo as never,
+      pagePermissionRepo as never,
+    );
+    return { svc, shareService, searchService, pageRepo, pagePermissionRepo };
+  }
+
+  describe('listSharePages', () => {
+    it('includeSubPages tree: returns deduped, titled pages (root already in tree)', async () => {
+      // getShareTree returns the share root + descendants; the root IS in the
+      // tree, so no extra title lookup is needed and the tree is listed as-is.
+      const { svc, pageRepo } = makeService({
+        getShareTree: jest.fn().mockResolvedValue({
+          share: { pageId: 'root' },
+          pageTree: [
+            { id: 'root', title: 'Home' },
+            { id: 'child-1', title: 'Child One' },
+            { id: 'child-2', title: 'Child Two' },
+          ],
+        }),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      const out = (await (tools.listSharePages as unknown as ToolExec).execute(
+        {},
+      )) as Array<{ id: string; title: string }>;
+      expect(out).toEqual([
+        { id: 'root', title: 'Home' },
+        { id: 'child-1', title: 'Child One' },
+        { id: 'child-2', title: 'Child Two' },
+      ]);
+      // The root was already in the tree => no fallback title lookup.
+      expect(pageRepo.findById).not.toHaveBeenCalled();
+    });
+
+    it('single-page share (empty tree): falls back to the root title and PREPENDS it', async () => {
+      const { svc, pageRepo } = makeService({
+        getShareTree: jest.fn().mockResolvedValue({
+          share: { pageId: 'root' },
+          pageTree: [], // includeSubPages=false => empty tree
+        }),
+        findById: jest.fn().mockResolvedValue({ id: 'root', title: 'Solo Page' }),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      const out = (await (tools.listSharePages as unknown as ToolExec).execute(
+        {},
+      )) as Array<{ id: string; title: string }>;
+      expect(out).toEqual([{ id: 'root', title: 'Solo Page' }]);
+      expect(pageRepo.findById).toHaveBeenCalledWith('root');
+    });
+
+    it('de-duplicates pages by id, keeping the first (titled) occurrence', async () => {
+      const { svc } = makeService({
+        getShareTree: jest.fn().mockResolvedValue({
+          share: { pageId: 'root' },
+          pageTree: [
+            { id: 'root', title: 'Home' },
+            { id: 'dup', title: 'First' },
+            { id: 'dup', title: 'Second (dropped)' },
+            { id: 'root', title: 'Home again (dropped)' },
+          ],
+        }),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      const out = (await (tools.listSharePages as unknown as ToolExec).execute(
+        {},
+      )) as Array<{ id: string; title: string }>;
+      expect(out).toEqual([
+        { id: 'root', title: 'Home' },
+        { id: 'dup', title: 'First' },
+      ]);
+    });
+
+    it('getShareTree throws => returns [] (fail-soft, never throws to the model)', async () => {
+      const { svc } = makeService({
+        getShareTree: jest.fn().mockRejectedValue(new Error('db down')),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      await expect(
+        (tools.listSharePages as unknown as ToolExec).execute({}),
+      ).resolves.toEqual([]);
+    });
+  });
+
+  describe('searchSharePages blank guard', () => {
+    it('blank query => [] WITHOUT calling searchService', async () => {
+      const { svc, searchService } = makeService({ searchPage: jest.fn() });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      await expect(
+        (tools.searchSharePages as unknown as ToolExec).execute({ query: '   ' }),
+      ).resolves.toEqual([]);
+      expect(searchService.searchPage).not.toHaveBeenCalled();
+    });
+  });
+
+  describe('getSharePage blank guard', () => {
+    it('blank pageId => throws "A pageId is required." WITHOUT calling getShareForPage', async () => {
+      const { svc, shareService } = makeService({ getShareForPage: jest.fn() });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      await expect(
+        (tools.getSharePage as unknown as ToolExec).execute({ pageId: '   ' }),
+      ).rejects.toThrow('A pageId is required.');
+      expect(shareService.getShareForPage).not.toHaveBeenCalled();
+    });
+  });
+});

apps/server/src/core/auth/services/verify-user-credentials.live.spec.ts

@@ -0,0 +1,233 @@
+import { UnauthorizedException } from '@nestjs/common';
+import { AuthService } from './auth.service';
+import { CREDENTIALS_MISMATCH_MESSAGE } from '../auth.constants';
+import { hashPassword } from '../../../common/helpers';
+
+/**
+ * LIVE security contract for AuthService.verifyUserCredentials / login (M4
+ * item 5).
+ *
+ * The (now-fixed) jest config CAN import AuthService at the module level (the
+ * `^src/(.*)$` moduleNameMapper resolves the transitive `src/...` imports and the
+ * ts-jest transform loads the graph). AuthService cannot be `.compile()`-d via
+ * the Nest TestingModule (its full provider graph is not wired here), but it can
+ * be constructed directly with mocked collaborators — which is exactly what we
+ * need to exercise the credential-check decision live.
+ *
+ * The load-bearing property: verifyUserCredentials (and login(), which reuses it)
+ * throws EXACTLY the shared CREDENTIALS_MISMATCH_MESSAGE for all three
+ * credentials-failure cases — unknown email, disabled user, wrong password. The
+ * /mcp Basic brute-force limiter only counts a failure when it recognises THIS
+ * exact message (isCredentialsFailure in mcp-auth.helpers matches the same shared
+ * constant); a reword that diverged here would silently turn /mcp Basic into an
+ * unthrottled password-guessing oracle.
+ */
+
+const WORKSPACE_ID = 'ws-1';
+
+// Build an AuthService with the dependencies verifyUserCredentials/login touch
+// stubbed, and a userRepo whose findByEmail is overridable per test. Only the
+// collaborators actually reached on these paths need real behaviour; the rest
+// are inert mocks (constructor wiring only).
+function makeAuthService(over: {
+  findByEmail?: jest.Mock;
+} = {}): {
+  service: AuthService;
+  userRepo: { findByEmail: jest.Mock; updateLastLogin: jest.Mock };
+  sessionService: { createSessionAndToken: jest.Mock };
+  auditService: { log: jest.Mock };
+} {
+  const userRepo = {
+    findByEmail: over.findByEmail ?? jest.fn(),
+    updateLastLogin: jest.fn().mockResolvedValue(undefined),
+  };
+  const sessionService = {
+    createSessionAndToken: jest.fn().mockResolvedValue('issued-token'),
+  };
+  const auditService = { log: jest.fn() };
+  // environmentService: isCloud() false (so throwIfEmailNotVerified does not
+  // require verification) + a stable app secret.
+  const environmentService = {
+    isCloud: jest.fn().mockReturnValue(false),
+    getAppSecret: jest.fn().mockReturnValue('test-secret'),
+  };
+
+  // Constructor signature (auth.service.ts): signupService, tokenService,
+  // sessionService, userSessionRepo, userRepo, userTokenRepo, mailService,
+  // domainService, environmentService, db, auditService.
+  const service = new (AuthService as unknown as new (...args: unknown[]) => AuthService)(
+    {}, // signupService
+    {}, // tokenService
+    sessionService, // sessionService
+    {}, // userSessionRepo
+    userRepo, // userRepo
+    {}, // userTokenRepo
+    {}, // mailService
+    {}, // domainService
+    environmentService, // environmentService
+    {}, // db
+    auditService, // auditService
+  );
+
+  return { service, userRepo, sessionService, auditService };
+}
+
+describe('AuthService.verifyUserCredentials (live credentials-mismatch contract)', () => {
+  it('UNKNOWN email -> throws exactly CREDENTIALS_MISMATCH_MESSAGE', async () => {
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(undefined),
+    });
+
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'nobody@example.com', password: 'whatever' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'nobody@example.com', password: 'whatever' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toBeInstanceOf(UnauthorizedException);
+  });
+
+  it('DISABLED user -> throws exactly CREDENTIALS_MISMATCH_MESSAGE (no password oracle)', async () => {
+    // A deactivated user must be indistinguishable from a wrong password: same
+    // message, before any password comparison.
+    const passwordHash = await hashPassword('correct-horse');
+    const disabledUser = {
+      id: 'u-1',
+      email: 'disabled@example.com',
+      password: passwordHash,
+      deactivatedAt: new Date(),
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(disabledUser),
+    });
+
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'disabled@example.com', password: 'correct-horse' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+  });
+
+  it('WRONG password -> throws exactly CREDENTIALS_MISMATCH_MESSAGE', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(user),
+    });
+
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'user@example.com', password: 'wrong-password' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+  });
+
+  it('CORRECT credentials -> resolves the matched user (no side effects here)', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service, sessionService, auditService, userRepo } =
+      makeAuthService({ findByEmail: jest.fn().mockResolvedValue(user) });
+
+    const result = await service.verifyUserCredentials(
+      { email: 'user@example.com', password: 'correct-horse' },
+      WORKSPACE_ID,
+    );
+    expect(result).toBe(user);
+    // verifyUserCredentials is non-side-effecting: no session/audit/lastLogin.
+    expect(sessionService.createSessionAndToken).not.toHaveBeenCalled();
+    expect(auditService.log).not.toHaveBeenCalled();
+    expect(userRepo.updateLastLogin).not.toHaveBeenCalled();
+  });
+});
+
+describe('AuthService.login (live credentials-mismatch contract via verifyUserCredentials)', () => {
+  it('UNKNOWN email -> login throws exactly CREDENTIALS_MISMATCH_MESSAGE, mints NO session', async () => {
+    const { service, sessionService } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(undefined),
+    });
+
+    await expect(
+      service.login(
+        { email: 'nobody@example.com', password: 'whatever' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+    expect(sessionService.createSessionAndToken).not.toHaveBeenCalled();
+  });
+
+  it('WRONG password -> login throws exactly CREDENTIALS_MISMATCH_MESSAGE', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(user),
+    });
+
+    await expect(
+      service.login(
+        { email: 'user@example.com', password: 'wrong-password' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+  });
+
+  it('CORRECT credentials -> login mints the session (the side-effecting path)', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service, sessionService, auditService, userRepo } =
+      makeAuthService({ findByEmail: jest.fn().mockResolvedValue(user) });
+
+    await expect(
+      service.login(
+        { email: 'user@example.com', password: 'correct-horse' },
+        WORKSPACE_ID,
+      ),
+    ).resolves.toBe('issued-token');
+    // login() reuses verifyUserCredentials but DOES run the three side effects.
+    expect(userRepo.updateLastLogin).toHaveBeenCalledWith('u-1', WORKSPACE_ID);
+    expect(auditService.log).toHaveBeenCalled();
+    expect(sessionService.createSessionAndToken).toHaveBeenCalledWith(user);
+  });
+
+  it('the message login throws is the SAME shared constant the /mcp limiter matches', () => {
+    // Cross-file coupling lock: the constant is the single source of truth shared
+    // by AuthService and mcp-auth.helpers.isCredentialsFailure.
+    expect(CREDENTIALS_MISMATCH_MESSAGE).toBe('Email or password does not match');
+  });
+});

apps/server/src/core/page/transclusion/spec/page-embed.util.spec.ts

@@ -80,6 +80,67 @@ describe('collectPageEmbedsFromPmJson', () => {
     };
     expect(collectPageEmbedsFromPmJson(doc)).toEqual([]);
   });
+
+  it('ignores a pageEmbed whose sourcePageId is not a string', () => {
+    const doc = {
+      type: 'doc',
+      content: [
+        { type: 'pageEmbed', attrs: { sourcePageId: 123 as any } },
+        { type: 'pageEmbed', attrs: { sourcePageId: null as any } },
+        { type: 'pageEmbed', attrs: { sourcePageId: { nested: true } as any } },
+        { type: 'pageEmbed', attrs: { sourcePageId: ['arr'] as any } },
+        // a valid one mixed in proves only the bad ones are dropped
+        { type: 'pageEmbed', attrs: { sourcePageId: 'good' } },
+      ],
+    };
+    expect(collectPageEmbedsFromPmJson(doc)).toEqual([
+      { sourcePageId: 'good' },
+    ]);
+  });
+
+  it('collects a pageEmbed nested under multiple block containers', () => {
+    const doc = {
+      type: 'doc',
+      content: [
+        {
+          type: 'callout',
+          content: [
+            {
+              type: 'columns',
+              content: [
+                {
+                  type: 'column',
+                  content: [
+                    {
+                      type: 'details',
+                      content: [
+                        {
+                          type: 'pageEmbed',
+                          attrs: { sourcePageId: 'deep' },
+                        },
+                      ],
+                    },
+                  ],
+                },
+              ],
+            },
+          ],
+        },
+      ],
+    };
+    expect(collectPageEmbedsFromPmJson(doc)).toEqual([{ sourcePageId: 'deep' }]);
+  });
+
+  it('terminates (does not silently hang) on a self-referencing/cyclic object', () => {
+    // FINDING: there is NO explicit cycle guard. A hand-built cyclic JS object
+    // (which cannot arise from JSON parsing — the real input path) makes the
+    // recursive walk overflow the stack and throw a RangeError. It TERMINATES
+    // with a controlled error rather than recursing unboundedly forever, and a
+    // non-cyclic (JSON-shaped) document is never affected.
+    const node: any = { type: 'doc', content: [] };
+    node.content.push(node); // content array references its own parent node
+    expect(() => collectPageEmbedsFromPmJson(node)).toThrow(RangeError);
+  });
 });
 
 describe('pageEmbed HTML <-> JSON round-trip (server schema)', () => {

apps/server/src/core/page/transclusion/spec/page-template-access.spec.ts

@@ -68,6 +68,7 @@ describe('TransclusionService — template access core (real filter)', () => {
       {} as any, // attachmentRepo
       {} as any, // storageService
       {} as any, // pageAccessService
+      {} as any, // workspaceRepo
     );
 
     return { service, db, pageRepo, spaceMemberRepo, pagePermissionRepo };
@@ -187,8 +188,103 @@ describe('TransclusionService — template access core (real filter)', () => {
   });
 });
 
+describe('TransclusionService.filterViewerAccessiblePageIds — AND ordering (content-leak control)', () => {
+  function makeDb(executeRows: Array<{ id: string }>) {
+    const builder: any = {};
+    builder.selectFrom = jest.fn(() => builder);
+    builder.select = jest.fn(() => builder);
+    builder.where = jest.fn(() => builder);
+    builder.execute = jest.fn(async () => executeRows);
+    return builder;
+  }
+
+  function makeService(opts: {
+    spaceVisibleRows: Array<{ id: string }>;
+    permissionAccessibleIds: string[];
+  }) {
+    const db = makeDb(opts.spaceVisibleRows);
+    const spaceMemberRepo = {
+      getUserSpaceIdsQuery: jest.fn(() => ({ __subquery: true })),
+    };
+    const filterAccessiblePageIds = jest
+      .fn()
+      .mockResolvedValue(opts.permissionAccessibleIds);
+    const pagePermissionRepo = { filterAccessiblePageIds };
+
+    const service = new TransclusionService(
+      db as any, // db
+      {} as any, // pageTransclusionsRepo
+      {} as any, // pageTransclusionReferencesRepo
+      {} as any, // pageTemplateReferencesRepo
+      {} as any, // pageRepo
+      pagePermissionRepo as any,
+      spaceMemberRepo as any,
+      {} as any, // attachmentRepo
+      {} as any, // storageService
+      {} as any, // pageAccessService
+      {} as any, // workspaceRepo
+    );
+
+    return { service, filterAccessiblePageIds };
+  }
+
+  it('space-visible AND permission-accessible → returned', async () => {
+    const { service } = makeService({
+      spaceVisibleRows: [{ id: 'p1' }],
+      permissionAccessibleIds: ['p1'],
+    });
+    const out = await service.filterViewerAccessiblePageIds(
+      ['p1'],
+      'u1',
+      'w1',
+    );
+    expect(out).toEqual(['p1']);
+  });
+
+  it('space-visible but permission-rejected → dropped', async () => {
+    const { service, filterAccessiblePageIds } = makeService({
+      spaceVisibleRows: [{ id: 'p1' }],
+      permissionAccessibleIds: [],
+    });
+    const out = await service.filterViewerAccessiblePageIds(
+      ['p1'],
+      'u1',
+      'w1',
+    );
+    expect(out).toEqual([]);
+    // The permission filter only ever sees the space-visible candidate.
+    expect(filterAccessiblePageIds).toHaveBeenCalledWith({
+      pageIds: ['p1'],
+      userId: 'u1',
+    });
+  });
+
+  it('NOT space-visible but permission-accessible → STILL dropped (AND-ordering enforced)', async () => {
+    // The page would pass page-level permission filtering, but it is not visible
+    // at the space level (e.g. a private space the viewer is not a member of).
+    // The space-visibility gate runs FIRST and short-circuits, so the page-level
+    // permission filter is never even consulted — preventing a private-space
+    // content leak via an unrestricted source page.
+    const { service, filterAccessiblePageIds } = makeService({
+      spaceVisibleRows: [],
+      permissionAccessibleIds: ['private-but-permitted'],
+    });
+    const out = await service.filterViewerAccessiblePageIds(
+      ['private-but-permitted'],
+      'u1',
+      'w1',
+    );
+    expect(out).toEqual([]);
+    expect(filterAccessiblePageIds).not.toHaveBeenCalled();
+  });
+});
+
 describe('TransclusionService.syncPageTemplateReferences — workspace scoping', () => {
-  function makeService(opts: { inWorkspaceIds: string[] }) {
+  function makeService(opts: {
+    inWorkspaceIds: string[];
+    /** existing rows already persisted for the reference page */
+    existingSourceIds?: string[];
+  }) {
     // db stub: the in-workspace existence query returns only allowed ids.
     const builder: any = {};
     builder.selectFrom = jest.fn(() => builder);
@@ -201,25 +297,37 @@ describe('TransclusionService.syncPageTemplateReferences — workspace scoping',
     const insertMany = jest.fn().mockResolvedValue(undefined);
     const deleteByReferenceAndSources = jest.fn().mockResolvedValue(undefined);
     const pageTemplateReferencesRepo = {
-      findByReferencePageId: jest.fn().mockResolvedValue([]),
+      findByReferencePageId: jest
+        .fn()
+        .mockResolvedValue(
+          (opts.existingSourceIds ?? []).map((sourcePageId) => ({
+            sourcePageId,
+          })),
+        ),
       insertMany,
       deleteByReferenceAndSources,
     };
 
     const service = new TransclusionService(
-      builder as any,
-      {} as any,
-      {} as any,
+      builder as any, // db
+      {} as any, // pageTransclusionsRepo
+      {} as any, // pageTransclusionReferencesRepo
       pageTemplateReferencesRepo as any,
-      {} as any,
-      {} as any,
-      {} as any,
-      {} as any,
-      {} as any,
-      {} as any,
+      {} as any, // pageRepo
+      {} as any, // pagePermissionRepo
+      {} as any, // spaceMemberRepo
+      {} as any, // attachmentRepo
+      {} as any, // storageService
+      {} as any, // pageAccessService
+      {} as any, // workspaceRepo
     );
 
-    return { service, insertMany, pageTemplateReferencesRepo };
+    return {
+      service,
+      insertMany,
+      deleteByReferenceAndSources,
+      pageTemplateReferencesRepo,
+    };
   }
 
   function docWithEmbeds(sourceIds: string[]) {
@@ -264,4 +372,150 @@ describe('TransclusionService.syncPageTemplateReferences — workspace scoping',
     expect(result.inserted).toBe(0);
     expect(insertMany).not.toHaveBeenCalled();
   });
+
+  it('DELETE branch: an existing in-workspace ref removed from the doc is deleted', async () => {
+    // 'gone' was referenced before but is no longer in the doc; 'stay' remains.
+    const { service, insertMany, deleteByReferenceAndSources } = makeService({
+      inWorkspaceIds: ['stay'],
+      existingSourceIds: ['stay', 'gone'],
+    });
+
+    const result = await service.syncPageTemplateReferences(
+      'host',
+      'w1',
+      docWithEmbeds(['stay']),
+    );
+
+    expect(result.deleted).toBe(1);
+    expect(result.inserted).toBe(0); // 'stay' already existed
+    expect(insertMany).not.toHaveBeenCalled();
+    expect(deleteByReferenceAndSources).toHaveBeenCalledTimes(1);
+    expect(deleteByReferenceAndSources).toHaveBeenCalledWith(
+      'host',
+      ['gone'],
+      undefined, // no trx supplied
+    );
+  });
+
+  it('does NOT delete a stale ref whose source is now cross-workspace if it is also still embedded', async () => {
+    // Edge: 'x' is still embedded in the doc but no longer in-workspace. It is
+    // not in desiredIds (filtered out) AND it exists → it should be deleted, not
+    // kept, because the reference graph must drop the cross-workspace edge.
+    const { service, deleteByReferenceAndSources } = makeService({
+      inWorkspaceIds: [], // 'x' no longer in-workspace
+      existingSourceIds: ['x'],
+    });
+
+    const result = await service.syncPageTemplateReferences(
+      'host',
+      'w1',
+      docWithEmbeds(['x']),
+    );
+
+    expect(result.deleted).toBe(1);
+    expect(deleteByReferenceAndSources).toHaveBeenCalledWith(
+      'host',
+      ['x'],
+      undefined,
+    );
+  });
+});
+
+describe('TransclusionService.insertTemplateReferencesForPages — per-workspace existence validation', () => {
+  /**
+   * Smart db stub: each existence query is `.where('id','in', ids)` +
+   * `.where('workspaceId','=', wsId)`; `.execute()` returns only the ids that
+   * `validByWorkspace[wsId]` declares in-workspace. The builder snapshots the
+   * last `id`-in list and `workspaceId` value per chain (selectFrom resets).
+   */
+  function makeDb(validByWorkspace: Record<string, string[]>) {
+    const builder: any = {};
+    let curIds: string[] = [];
+    let curWs: string | undefined;
+    builder.selectFrom = jest.fn(() => {
+      curIds = [];
+      curWs = undefined;
+      return builder;
+    });
+    builder.select = jest.fn(() => builder);
+    builder.where = jest.fn((col: string, op: string, val: any) => {
+      if (col === 'id' && op === 'in') curIds = val;
+      if (col === 'workspaceId' && op === '=') curWs = val;
+      return builder;
+    });
+    builder.execute = jest.fn(async () => {
+      const valid = new Set(validByWorkspace[curWs ?? ''] ?? []);
+      return curIds.filter((id) => valid.has(id)).map((id) => ({ id }));
+    });
+    return builder;
+  }
+
+  function makeService(validByWorkspace: Record<string, string[]>) {
+    const insertMany = jest.fn().mockResolvedValue(undefined);
+    const pageTemplateReferencesRepo = { insertMany };
+    const service = new TransclusionService(
+      makeDb(validByWorkspace) as any, // db
+      {} as any, // pageTransclusionsRepo
+      {} as any, // pageTransclusionReferencesRepo
+      pageTemplateReferencesRepo as any,
+      {} as any, // pageRepo
+      {} as any, // pagePermissionRepo
+      {} as any, // spaceMemberRepo
+      {} as any, // attachmentRepo
+      {} as any, // storageService
+      {} as any, // pageAccessService
+      {} as any, // workspaceRepo
+    );
+    return { service, insertMany };
+  }
+
+  const embedDoc = (ids: string[]) => ({
+    type: 'doc',
+    content: ids.map((id) => ({
+      type: 'pageEmbed',
+      attrs: { sourcePageId: id },
+    })),
+  });
+
+  it('validates each workspace separately: a source in-ws for A but cross-ws for B inserts only the valid delta', async () => {
+    // 'shared' is in-workspace for wA but NOT for wB. Page A embeds 'shared'
+    // (valid → inserted). Page B embeds 'shared' (cross-ws for wB → dropped).
+    const { service, insertMany } = makeService({
+      wA: ['shared'],
+      wB: [], // 'shared' is not a page in wB
+    });
+
+    const result = await service.insertTemplateReferencesForPages([
+      { id: 'pageA', workspaceId: 'wA', content: embedDoc(['shared']) },
+      { id: 'pageB', workspaceId: 'wB', content: embedDoc(['shared']) },
+    ]);
+
+    expect(result.inserted).toBe(1);
+    expect(insertMany).toHaveBeenCalledTimes(1);
+    expect(insertMany.mock.calls[0][0]).toEqual([
+      { workspaceId: 'wA', referencePageId: 'pageA', sourcePageId: 'shared' },
+    ]);
+  });
+
+  it('inserts the in-workspace deltas for both pages when each is valid in its own workspace', async () => {
+    const { service, insertMany } = makeService({
+      wA: ['a-src'],
+      wB: ['b-src'],
+    });
+
+    const result = await service.insertTemplateReferencesForPages([
+      { id: 'pageA', workspaceId: 'wA', content: embedDoc(['a-src']) },
+      { id: 'pageB', workspaceId: 'wB', content: embedDoc(['b-src']) },
+    ]);
+
+    expect(result.inserted).toBe(2);
+    const rows = insertMany.mock.calls[0][0];
+    expect(rows).toEqual(
+      expect.arrayContaining([
+        { workspaceId: 'wA', referencePageId: 'pageA', sourcePageId: 'a-src' },
+        { workspaceId: 'wB', referencePageId: 'pageB', sourcePageId: 'b-src' },
+      ]),
+    );
+    expect(rows).toHaveLength(2);
+  });
 });

apps/server/src/core/page/transclusion/spec/page-template-lookup.spec.ts

@@ -1,4 +1,5 @@
 import { TransclusionService } from '../transclusion.service';
+import * as collabUtil from '../../../../collaboration/collaboration.util';
 
 /**
  * Exercises the pure access/mapping logic of `lookupTemplate`:
@@ -34,6 +35,7 @@ describe('TransclusionService.lookupTemplate (access mapping)', () => {
       {} as any, // attachmentRepo
       {} as any, // storageService
       {} as any, // pageAccessService
+      {} as any, // workspaceRepo
     );
 
     jest
@@ -110,4 +112,61 @@ describe('TransclusionService.lookupTemplate (access mapping)', () => {
     expect((items[1] as any).status).toBeUndefined();
     expect((items[2] as any).status).toBe('no_access');
   });
+
+  // Content-prep failure path: if jsonToNode throws for an accessible page, the
+  // item must degrade to not_found and NEVER return content (which would
+  // otherwise carry the source's un-stripped comment marks).
+  describe('content-prep failure → not_found', () => {
+    let jsonToNodeSpy: jest.SpyInstance;
+
+    afterEach(() => {
+      jsonToNodeSpy?.mockRestore();
+    });
+
+    it('maps to not_found and returns no content when jsonToNode throws', async () => {
+      // The page is accessible and present, but content preparation blows up.
+      jsonToNodeSpy = jest
+        .spyOn(collabUtil, 'jsonToNode')
+        .mockImplementation(() => {
+          throw new Error('boom');
+        });
+
+      const contentWithComment = {
+        type: 'doc',
+        content: [
+          {
+            type: 'paragraph',
+            content: [
+              {
+                type: 'text',
+                text: 'secret',
+                marks: [{ type: 'comment', attrs: { commentId: 'leak' } }],
+              },
+            ],
+          },
+        ],
+      };
+
+      const { service } = makeService({
+        accessibleIds: ['p1'],
+        pages: [
+          {
+            id: 'p1',
+            title: 'T',
+            icon: null,
+            content: contentWithComment,
+            updatedAt: now,
+          },
+        ],
+      });
+
+      // Silence the service's error logger for the expected throw.
+      jest.spyOn((service as any).logger, 'error').mockImplementation(() => {});
+
+      const { items } = await service.lookupTemplate(['p1'], 'u1', 'w1');
+      expect(items).toEqual([{ sourcePageId: 'p1', status: 'not_found' }]);
+      // Crucially: no content field, so no comment mark can leak.
+      expect((items[0] as any).content).toBeUndefined();
+    });
+  });
 });

apps/server/src/core/page/transclusion/spec/page-template.controller.spec.ts

@@ -1,7 +1,10 @@
 import { Test } from '@nestjs/testing';
 import { ForbiddenException, NotFoundException } from '@nestjs/common';
+import { plainToInstance } from 'class-transformer';
+import { validate } from 'class-validator';
 import { PageTemplateController } from '../page-template.controller';
 import { TransclusionService } from '../transclusion.service';
+import { TemplateLookupDto } from '../dto/template-lookup.dto';
 import { PageRepo } from '@docmost/db/repos/page/page.repo';
 import { PageAccessService } from '../../page-access/page-access.service';
 import { JwtAuthGuard } from '../../../../common/guards/jwt-auth.guard';
@@ -90,4 +93,52 @@ describe('PageTemplateController.toggleTemplate', () => {
     );
     expect(out).toEqual({ pageId: 'p1', isTemplate: false });
   });
+
+  it('lookup forwards dto.sourcePageIds + user.id + user.workspaceId to the service', async () => {
+    const expected = { items: [] };
+    (transclusionService.lookupTemplate as jest.Mock).mockResolvedValue(
+      expected,
+    );
+
+    const dto = { sourcePageIds: ['s1', 's2'] } as any;
+    const out = await controller.lookup(dto, user);
+
+    expect(transclusionService.lookupTemplate).toHaveBeenCalledWith(
+      ['s1', 's2'],
+      'u1', // user.id
+      'w1', // user.workspaceId
+    );
+    expect(out).toBe(expected);
+  });
+});
+
+describe('TemplateLookupDto validation (class-validator)', () => {
+  const uuid = (n: number) =>
+    `00000000-0000-4000-8000-${String(n).padStart(12, '0')}`;
+
+  it('accepts an array of <=50 valid UUIDs', async () => {
+    const dto = plainToInstance(TemplateLookupDto, {
+      sourcePageIds: [uuid(1), uuid(2)],
+    });
+    const errors = await validate(dto);
+    expect(errors).toHaveLength(0);
+  });
+
+  it('rejects an over-cap array (ArrayMaxSize 50)', async () => {
+    const dto = plainToInstance(TemplateLookupDto, {
+      sourcePageIds: Array.from({ length: 51 }, (_, i) => uuid(i)),
+    });
+    const errors = await validate(dto);
+    expect(errors).toHaveLength(1);
+    expect(errors[0].constraints).toHaveProperty('arrayMaxSize');
+  });
+
+  it('rejects a non-UUID member (IsUUID each)', async () => {
+    const dto = plainToInstance(TemplateLookupDto, {
+      sourcePageIds: [uuid(1), 'not-a-uuid'],
+    });
+    const errors = await validate(dto);
+    expect(errors).toHaveLength(1);
+    expect(errors[0].constraints).toHaveProperty('isUuid');
+  });
 });

apps/server/src/core/page/transclusion/spec/transclusion-unsync-html-embed.spec.ts

@@ -56,6 +56,7 @@ function buildService(featureEnabled = true) {
     {} as any, // db (unused on this path)
     pageTransclusionsRepo as any,
     pageTransclusionReferencesRepo as any,
+    {} as any, // pageTemplateReferencesRepo (unused on this path)
     pageRepo as any,
     {} as any, // pagePermissionRepo (unused)
     {} as any, // spaceMemberRepo (unused)

apps/server/src/core/share/share-html-embed.spec.ts

@@ -131,3 +131,131 @@ describe('ShareService htmlEmbed server-authoritative kill-switch (real code)',
     expect(hasHtmlEmbedNode(out)).toBe(true);
   });
 });
+
+// Exercises the REAL ShareService.lookupTransclusionForShare post-processing for
+// the share-served transclusion path: the same server-authoritative htmlEmbed
+// kill-switch must apply to each transcluded item's content, and a not_found
+// item must never be run through prepareContentForShare (so its absent content
+// can't be serialized/leaked). The access graph (shareRepo / isSharingAllowed /
+// getShareForPage / restricted-ancestor) is stubbed so the strip/serve mapping
+// runs deterministically; lookupWithAccessSet is mocked to control the items.
+describe('ShareService.lookupTransclusionForShare htmlEmbed kill-switch (real code)', () => {
+  const SHARE = 'share-1';
+  const SPACE = 'space-1';
+  const SRC = 'src-page';
+
+  function buildTransclusionService(opts: {
+    htmlEmbed?: boolean | undefined;
+    items: any[];
+  }) {
+    const shareRepo = {
+      findById: jest.fn(async () => ({
+        id: SHARE,
+        workspaceId: WS,
+        spaceId: SPACE,
+      })),
+    };
+    const pageRepo = { findById: jest.fn() };
+    const pagePermissionRepo = {
+      hasRestrictedAncestor: jest.fn(async () => false),
+    };
+    const tokenService = {
+      generateAttachmentToken: jest.fn(async () => 'tok'),
+    };
+    const lookupWithAccessSet = jest.fn(async () => ({ items: opts.items }));
+    const transclusionService = { lookupWithAccessSet };
+    const workspaceRepo = {
+      findById: jest.fn(async () => ({
+        id: WS,
+        settings: { htmlEmbed: opts.htmlEmbed },
+      })),
+    };
+
+    const service = new ShareService(
+      shareRepo as any,
+      pageRepo as any,
+      pagePermissionRepo as any,
+      {} as any, // db (unused — isSharingAllowed stubbed below)
+      tokenService as any,
+      transclusionService as any,
+      workspaceRepo as any,
+    );
+
+    // isSharingAllowed and getShareForPage hit the raw db; stub them so the
+    // access chain resolves SRC as reachable and prepareContentForShare runs.
+    jest.spyOn(service, 'isSharingAllowed').mockResolvedValue(true);
+    jest
+      .spyOn(service, 'getShareForPage')
+      .mockResolvedValue({ pageId: SRC, spaceId: SPACE, id: 's2' } as any);
+
+    return { service, transclusionService, lookupWithAccessSet };
+  }
+
+  const transcludedItemWithEmbed = () => ({
+    sourcePageId: SRC,
+    transclusionId: 't1',
+    content: {
+      type: 'doc',
+      content: [
+        { type: 'paragraph', content: [{ type: 'text', text: 'block body' }] },
+        { type: 'htmlEmbed', attrs: { source: '<script>t()</script>' } },
+      ],
+    },
+    sourceUpdatedAt: new Date('2026-06-20T00:00:00.000Z'),
+  });
+
+  const refs = [{ sourcePageId: SRC, transclusionId: 't1' }];
+
+  it('toggle OFF: strips htmlEmbed from each transcluded item content', async () => {
+    const { service } = buildTransclusionService({
+      htmlEmbed: false,
+      items: [transcludedItemWithEmbed()],
+    });
+
+    const { items } = await service.lookupTransclusionForShare(SHARE, refs, WS);
+    expect(items).toHaveLength(1);
+    const item = items[0] as any;
+    expect(item.status).toBeUndefined();
+    expect(hasHtmlEmbedNode(item.content)).toBe(false);
+    // Non-embed body of the transcluded block is preserved.
+    expect(JSON.stringify(item.content)).toContain('block body');
+  });
+
+  it('toggle ON: serves htmlEmbed in the transcluded item content', async () => {
+    const { service } = buildTransclusionService({
+      htmlEmbed: true,
+      items: [transcludedItemWithEmbed()],
+    });
+
+    const { items } = await service.lookupTransclusionForShare(SHARE, refs, WS);
+    const item = items[0] as any;
+    expect(item.status).toBeUndefined();
+    expect(hasHtmlEmbedNode(item.content)).toBe(true);
+    expect(JSON.stringify(item.content)).toContain('block body');
+  });
+
+  it('a not_found item is NOT run through prepareContentForShare (no token minting)', async () => {
+    const notFoundItem = {
+      sourcePageId: SRC,
+      transclusionId: 't1',
+      status: 'not_found' as const,
+    };
+    const { service } = buildTransclusionService({
+      htmlEmbed: true,
+      items: [notFoundItem],
+    });
+    // tokenService is reachable via the service; spy on it to assert it is never
+    // touched for a status item (prepareContentForShare mints tokens).
+    const tokenSpy = jest.spyOn(
+      (service as any).tokenService,
+      'generateAttachmentToken',
+    );
+
+    const { items } = await service.lookupTransclusionForShare(SHARE, refs, WS);
+    // not_found is collapsed to no_access for share viewers and carries NO content.
+    const item = items[0] as any;
+    expect(item.status).toBe('no_access');
+    expect(item.content).toBeUndefined();
+    expect(tokenSpy).not.toHaveBeenCalled();
+  });
+});

apps/server/src/core/workspace/services/workspace-html-embed.spec.ts

@@ -0,0 +1,111 @@
+import { WorkspaceService } from './workspace.service';
+
+/**
+ * Exercises the REAL WorkspaceService.update htmlEmbed-toggle persistence at the
+ * service seam: an update carrying `htmlEmbed` must call
+ * `workspaceRepo.updateSetting(workspaceId, 'htmlEmbed', value, trx)`, and an
+ * update WITHOUT it must not touch that setting. The repo, db transaction, and
+ * audit service are mocked; `executeTx` runs the callback against a fake trx.
+ *
+ * DEFERRED (DB-only): the "does not clobber sibling settings" guarantee is a
+ * jsonb merge property of `updateSetting`'s SQL and needs a real Postgres to
+ * assert. This spec only asserts the service-level CALL SHAPE.
+ */
+describe('WorkspaceService.update — htmlEmbed toggle persistence (real code)', () => {
+  function buildService(opts: { settingsBefore?: Record<string, any> }) {
+    const updateSetting = jest.fn().mockResolvedValue(undefined);
+    const updateWorkspace = jest.fn().mockResolvedValue(undefined);
+    const workspaceRepo = {
+      // First call: read settingsBefore. Second call: return the updated
+      // workspace (must include a licenseKey because update() destructures it).
+      findById: jest
+        .fn()
+        .mockResolvedValueOnce({ id: 'w1', settings: opts.settingsBefore ?? {} })
+        .mockResolvedValueOnce({ id: 'w1', name: 'WS', licenseKey: null }),
+      updateSetting,
+      updateWorkspace,
+    };
+
+    // Fake kysely db: only .transaction().execute(cb) is used on this path.
+    const db = {
+      transaction: jest.fn(() => ({
+        execute: jest.fn(async (cb: any) => cb({ __trx: true })),
+      })),
+    };
+
+    const auditService = { log: jest.fn() };
+
+    const service = new WorkspaceService(
+      workspaceRepo as any, // workspaceRepo
+      {} as any, // spaceService
+      {} as any, // spaceMemberService
+      {} as any, // groupRepo
+      {} as any, // groupUserRepo
+      {} as any, // userRepo
+      {} as any, // environmentService
+      {} as any, // domainService
+      {} as any, // licenseCheckService
+      {} as any, // shareRepo
+      {} as any, // watcherRepo
+      {} as any, // favoriteRepo
+      db as any, // db (InjectKysely)
+      {} as any, // attachmentQueue
+      {} as any, // billingQueue
+      {} as any, // aiQueue
+      auditService as any, // auditService
+      {} as any, // userSessionRepo
+    );
+
+    return { service, workspaceRepo, updateSetting, auditService };
+  }
+
+  it('persists htmlEmbed:true via updateSetting with the htmlEmbed key', async () => {
+    const { service, updateSetting } = buildService({});
+
+    await service.update('w1', { htmlEmbed: true } as any);
+
+    expect(updateSetting).toHaveBeenCalledTimes(1);
+    expect(updateSetting).toHaveBeenCalledWith(
+      'w1',
+      'htmlEmbed',
+      true,
+      expect.anything(), // the transaction handle
+    );
+  });
+
+  it('persists htmlEmbed:false (explicit disable is not dropped)', async () => {
+    const { service, updateSetting } = buildService({
+      settingsBefore: { htmlEmbed: true },
+    });
+
+    await service.update('w1', { htmlEmbed: false } as any);
+
+    expect(updateSetting).toHaveBeenCalledWith(
+      'w1',
+      'htmlEmbed',
+      false,
+      expect.anything(),
+    );
+  });
+
+  it('does NOT call updateSetting when htmlEmbed is undefined in the dto', async () => {
+    const { service, updateSetting } = buildService({});
+
+    await service.update('w1', { name: 'New name' } as any);
+
+    expect(updateSetting).not.toHaveBeenCalled();
+  });
+
+  it('audits the htmlEmbed change (before/after) when the value actually changes', async () => {
+    const { service, auditService } = buildService({
+      settingsBefore: { htmlEmbed: false },
+    });
+
+    await service.update('w1', { htmlEmbed: true } as any);
+
+    expect(auditService.log).toHaveBeenCalledTimes(1);
+    const logged = auditService.log.mock.calls[0][0];
+    expect(logged.changes.before.htmlEmbed).toBe(false);
+    expect(logged.changes.after.htmlEmbed).toBe(true);
+  });
+});

apps/server/src/database/repos/ai-agent-roles/ai-agent-roles.repo.ts

@@ -132,7 +132,7 @@ export class AiAgentRoleRepo {
  * generated column type is the broad `JsonValue` union, which a concrete object
  * type is not structurally assignable to.
  */
-function jsonbObject(value: ModelConfigValue | undefined) {
+export function jsonbObject(value: ModelConfigValue | undefined) {
   if (value === null || value === undefined || Object.keys(value).length === 0) {
     return null;
   }

apps/server/src/integrations/ai/ai-error.util.spec.ts

@@ -58,4 +58,26 @@ describe('describeProviderError', () => {
     // 'e | response body: ' + 300 chars + '…'
     expect(out.length).toBeLessThan('e | response body: '.length + 305);
   });
+
+  it('uses the fallback for a numeric or boolean (non-object, non-string) error', () => {
+    // typeof number / boolean is neither 'object' nor a non-empty 'string', so
+    // the early branch returns the fallback verbatim.
+    expect(describeProviderError(500, 'AI stream error')).toBe('AI stream error');
+    expect(describeProviderError(0, 'AI stream error')).toBe('AI stream error');
+    expect(describeProviderError(true)).toBe('Unknown error');
+    expect(describeProviderError(false, 'fb')).toBe('fb');
+  });
+
+  it('statusCode present but message undefined => "<code>:" with no trailing space', () => {
+    // `${code}: ${undefined ?? ''}`.trim() collapses to just "<code>:".
+    expect(describeProviderError({ statusCode: 503 })).toBe('503:');
+    // The trailing space after the colon is trimmed away.
+    expect(describeProviderError({ statusCode: 503 }).endsWith(': ')).toBe(false);
+  });
+
+  it('object with neither message nor statusCode nor body => fallback', () => {
+    expect(describeProviderError({}, 'AI stream error')).toBe('AI stream error');
+    // An object carrying only unrelated keys is still treated as message-less.
+    expect(describeProviderError({ foo: 'bar' } as never)).toBe('Unknown error');
+  });
 });

apps/server/src/integrations/ai/ai.service.spec.ts

@@ -171,4 +171,117 @@ describe('AiService.getChatModel role model override', () => {
     expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
     expect(secretBox.decryptSecret).not.toHaveBeenCalled();
   });
+
+  /**
+   * Build a service whose workspace driver is ollama (no apiKey, with a baseUrl).
+   * Complements makeService (which configures openai) for the same-driver and
+   * not-configured ollama cases.
+   */
+  function makeOllamaService(over: { baseUrl?: string } = {}) {
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: 'ollama',
+        chatModel: 'llama3',
+        apiKey: undefined,
+        baseUrl: over.baseUrl ?? 'http://localhost:11434/v1',
+      }),
+    };
+    const aiProviderCredentialsRepo = { find: jest.fn() };
+    const secretBox = { decryptSecret: jest.fn() };
+    const service = new AiService(
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiSettings as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiProviderCredentialsRepo as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      secretBox as any,
+    );
+    return { service, aiSettings, aiProviderCredentialsRepo, secretBox };
+  }
+
+  it('same-driver ollama override (workspace driver=ollama): reuses the workspace ollama baseUrl, no creds lookup/decrypt', async () => {
+    // Workspace driver IS ollama. A role that overrides to ollama (same driver)
+    // legitimately reuses the workspace's configured ollama endpoint — it must
+    // NOT hit the cross-driver 503 path, NOT query ai_provider_credentials, and
+    // NOT decrypt anything (ollama needs no key).
+    const { service, aiProviderCredentialsRepo, secretBox } = makeOllamaService();
+
+    const model = await service.getChatModel('ws-1', {
+      driver: 'ollama',
+      chatModel: 'llama3.1',
+      roleName: 'Local',
+    });
+
+    expect(model).toBeDefined();
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+    expect(secretBox.decryptSecret).not.toHaveBeenCalled();
+  });
+
+  it('chatModel-only override on an ollama workspace: reuses the workspace ollama baseUrl, no creds lookup', async () => {
+    // No override.driver on an ollama workspace => the workspace ollama driver +
+    // baseUrl are reused; no creds lookup, no decrypt (the cheap public-share
+    // model-only override path against an ollama workspace).
+    const { service, aiProviderCredentialsRepo, secretBox } = makeOllamaService();
+
+    const model = await service.getChatModel('ws-1', { chatModel: 'mistral' });
+
+    expect(model).toBeDefined();
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+    expect(secretBox.decryptSecret).not.toHaveBeenCalled();
+  });
+
+  it('blank chatModel guard: workspace has a driver but a blank chatModel and no override chatModel => AiNotConfiguredException', async () => {
+    // cfg.driver passes the first guard, but cfg.chatModel is blank and the
+    // override carries no chatModel, so the effective chatModel is empty.
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: 'openai',
+        chatModel: '',
+        apiKey: 'workspace-key',
+        baseUrl: undefined,
+      }),
+    };
+    const aiProviderCredentialsRepo = { find: jest.fn() };
+    const secretBox = { decryptSecret: jest.fn() };
+    const service = new AiService(
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiSettings as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiProviderCredentialsRepo as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      secretBox as any,
+    );
+
+    await expect(
+      // Override has only a roleName, no chatModel to fill the blank.
+      service.getChatModel('ws-1', { roleName: 'Writer' }),
+    ).rejects.toBeInstanceOf(AiNotConfiguredException);
+  });
+
+  it('non-ollama driver with a missing apiKey => AiNotConfiguredException', async () => {
+    // Workspace is openai (non-ollama) with a model but NO apiKey: the combined
+    // `driver !== ollama && !apiKey` guard must 503.
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: 'openai',
+        chatModel: 'gpt-4o-mini',
+        apiKey: undefined,
+        baseUrl: undefined,
+      }),
+    };
+    const aiProviderCredentialsRepo = { find: jest.fn() };
+    const secretBox = { decryptSecret: jest.fn() };
+    const service = new AiService(
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiSettings as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiProviderCredentialsRepo as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      secretBox as any,
+    );
+
+    await expect(service.getChatModel('ws-1')).rejects.toBeInstanceOf(
+      AiNotConfiguredException,
+    );
+  });
 });

apps/server/src/integrations/mcp/mcp-auth.helpers.ts

@@ -359,6 +359,111 @@ export function isInitializeRequestBody(body: unknown): boolean {
   return (body as { method?: unknown }).method === 'initialize';
 }
 
+/**
+ * The outcome of McpService.handle's pre-hijack gauntlet, as a pure value the
+ * caller acts on. Either send a JSON error with a fixed status (`respond`), or
+ * proceed to hijack the response and delegate to the MCP transport (`hijack`).
+ * Keeping this a pure decision (no FastifyReply, no res.hijack) makes the
+ * status/body mapping unit-testable, and guarantees no error path can leak the
+ * password or Authorization header — the body is only ever a fixed string or the
+ * UnauthorizedException's own message.
+ */
+export type McpHandleDecision =
+  | { kind: 'respond'; status: number; body: { error: string } }
+  | { kind: 'hijack' };
+
+/**
+ * Pure mapping of McpService.handle's auth/enablement gauntlet to a response
+ * decision. Precedence mirrors handle():
+ *   1. shared X-MCP-Token mismatch -> 401 {error:'Unauthorized'} (no hijack).
+ *   2. workspace MCP disabled      -> 403 {error:'MCP is disabled ...'}.
+ *   3. resolveSessionConfig threw:
+ *        - an UnauthorizedException -> 401 with err.message (a SPECIFIC reason;
+ *          never the password/header — the message is the only thing surfaced).
+ *        - any other error          -> 500 generic 'Internal server error'.
+ *   4. otherwise (auth resolved)   -> hijack and delegate to the transport.
+ */
+export function mapAuthResultToResponse(input: {
+  sharedTokenOk: boolean;
+  enabled: boolean;
+  error?: unknown;
+}): McpHandleDecision {
+  if (!input.sharedTokenOk) {
+    return { kind: 'respond', status: 401, body: { error: 'Unauthorized' } };
+  }
+
+  if (!input.enabled) {
+    return {
+      kind: 'respond',
+      status: 403,
+      body: { error: 'MCP is disabled for this workspace' },
+    };
+  }
+
+  if (input.error !== undefined) {
+    if (input.error instanceof UnauthorizedException) {
+      return {
+        kind: 'respond',
+        status: 401,
+        body: { error: input.error.message },
+      };
+    }
+    return {
+      kind: 'respond',
+      status: 500,
+      body: { error: 'Internal server error' },
+    };
+  }
+
+  return { kind: 'hijack' };
+}
+
+// Result of the EE MFA module's requirement check for the Basic gate. Both
+// flags absent/false means MFA does not block the password login.
+export interface BasicGateMfaResult {
+  userHasMfa?: boolean;
+  requiresMfaSetup?: boolean;
+}
+
+/**
+ * Pure decision logic for the /mcp HTTP-Basic pre-token gate, replicating EXACTLY
+ * what AuthController.login enforces before issuing a token, so the Basic path is
+ * not an SSO/MFA bypass. Framework-free (no ModuleRef, no on-disk EE MFA module)
+ * so the SSO/MFA decision is unit-testable in isolation:
+ *
+ *   - `ssoEnforced` true  -> throw Unauthorized ("enforced SSO"); a password
+ *      login is not allowed on an SSO-enforced workspace.
+ *   - otherwise, `mfa` is the EE MFA module's requirement result (or undefined
+ *      when no EE MFA module is bundled — a community/fork build). If MFA is
+ *      present and the user has MFA enabled OR needs MFA setup, throw Unauthorized
+ *      telling the caller to use a Bearer access token (Basic cannot complete MFA).
+ *   - no SSO + no MFA gate -> resolve (the Basic login is allowed to proceed).
+ *
+ * McpService.enforceBasicLoginGate wires the concrete `validateSsoEnforcement`
+ * result and the lazily-loaded MFA module result into this, so the gate decision
+ * itself carries no framework dependencies. Throws UnauthorizedException on
+ * rejection (surfaced as a clean 401); never logs the password.
+ */
+export function decideBasicGate(input: {
+  ssoEnforced: boolean;
+  mfa?: BasicGateMfaResult;
+}): void {
+  if (input.ssoEnforced) {
+    throw new UnauthorizedException(
+      'This workspace has enforced SSO login. Use SSO; MCP HTTP Basic is not allowed.',
+    );
+  }
+
+  const mfa = input.mfa;
+  if (mfa && (mfa.userHasMfa || mfa.requiresMfaSetup)) {
+    throw new UnauthorizedException(
+      'This account requires multi-factor authentication. MCP HTTP Basic ' +
+        'cannot complete MFA — log in normally and use a Bearer access token ' +
+        'instead.',
+    );
+  }
+}
+
 /** Extract a Bearer token from an Authorization header (case-insensitive). */
 export function extractBearer(
   authHeader: string | undefined,

apps/server/src/integrations/mcp/mcp.service.spec.ts

@@ -9,6 +9,9 @@ import {
   sharedTokenMatches,
   clientIp,
   bindAccessJwtVerifier,
+  extractBearer,
+  decideBasicGate,
+  mapAuthResultToResponse,
   McpAuthDeps,
 } from './mcp-auth.helpers';
 import { JwtType } from '../../core/auth/dto/jwt-payload';
@@ -79,6 +82,26 @@ describe('parseBasicAuth', () => {
   });
 });
 
+describe('extractBearer', () => {
+  it('extracts the token from a "Bearer <token>" header', () => {
+    expect(extractBearer('Bearer abc.def.ghi')).toBe('abc.def.ghi');
+  });
+
+  it('is case-insensitive on the scheme (lowercase + uppercase)', () => {
+    // The split keeps the token as-is; only the scheme is compared lowercased.
+    expect(extractBearer('bearer abc')).toBe('abc');
+    expect(extractBearer('BEARER abc')).toBe('abc');
+  });
+
+  it('returns undefined for a non-Bearer scheme (e.g. Basic)', () => {
+    expect(extractBearer('Basic abc')).toBeUndefined();
+  });
+
+  it('returns undefined for an undefined header', () => {
+    expect(extractBearer(undefined)).toBeUndefined();
+  });
+});
+
 describe('isCredentialsFailure', () => {
   it('is true for the credentials-mismatch UnauthorizedException', () => {
     expect(
@@ -185,6 +208,43 @@ describe('FailedLoginLimiter', () => {
     expect(lim.isBlocked(k, 0)).toBe(true);
     expect(lim.isBlocked(k, 1000)).toBe(false);
   });
+
+  describe('sweep (expired-bucket eviction, injectable clock)', () => {
+    // sweep() drops buckets whose windowStart is older than windowMs so
+    // never-revisited keys cannot accumulate forever. It takes an injectable
+    // `now` so the behaviour is deterministic without faking timers.
+    it('drops a bucket strictly older than windowMs', () => {
+      const lim = new FailedLoginLimiter(5, 1000);
+      // Seed a bucket at t=0 (windowStart=0).
+      lim.recordFailure('stale', 0);
+      // Sweep well past the window: now - windowStart = 5000 >= 1000 -> dropped.
+      lim.sweep(5000);
+      // A dropped bucket means a brand-new bucket is created on next touch, so
+      // the prior failure count is gone (a single fresh failure is far from 5).
+      lim.recordFailure('stale', 5001);
+      expect(lim.isBlocked('stale', 5001)).toBe(false);
+    });
+
+    it('drops a bucket exactly at the windowMs boundary (>= is inclusive)', () => {
+      const lim = new FailedLoginLimiter(1, 1000);
+      lim.recordFailure('boundary', 0); // windowStart=0, blocked at threshold 1
+      expect(lim.isBlocked('boundary', 0)).toBe(true);
+      // now - windowStart = 1000 == windowMs -> the >= check evicts it.
+      lim.sweep(1000);
+      // Re-touch at the same instant: a fresh bucket (count 0) is created, so the
+      // key is no longer blocked, proving the boundary bucket was swept.
+      expect(lim.isBlocked('boundary', 1000)).toBe(false);
+    });
+
+    it('retains a fresh bucket still within the window', () => {
+      const lim = new FailedLoginLimiter(1, 1000);
+      lim.recordFailure('fresh', 0); // windowStart=0
+      // now - windowStart = 999 < 1000 -> the bucket survives the sweep.
+      lim.sweep(999);
+      // Still blocked because the bucket (and its count) was retained.
+      expect(lim.isBlocked('fresh', 999)).toBe(true);
+    });
+  });
 });
 
 describe('verifyBearerAccess (Bearer revocation/disabled checks)', () => {
@@ -769,3 +829,138 @@ describe('bindAccessJwtVerifier enforces JwtType.ACCESS (item 3)', () => {
     expect(res).toEqual({ sub: 'user-1', email: undefined });
   });
 });
+
+describe('decideBasicGate (pure SSO/MFA pre-token gate, refactor R1)', () => {
+  // The pure decision extracted out of McpService.enforceBasicLoginGate. It is
+  // tested WITHOUT ModuleRef and WITHOUT an on-disk EE MFA module: the SSO verdict
+  // and the MFA requirement result are passed in as plain values.
+
+  it('SSO enforced -> throws Unauthorized ("enforced SSO")', () => {
+    expect(() => decideBasicGate({ ssoEnforced: true })).toThrow(
+      UnauthorizedException,
+    );
+    expect(() => decideBasicGate({ ssoEnforced: true })).toThrow(/enforced SSO/);
+    // SSO takes precedence even if MFA flags are also set.
+    expect(() =>
+      decideBasicGate({ ssoEnforced: true, mfa: { userHasMfa: true } }),
+    ).toThrow(/enforced SSO/);
+  });
+
+  it('no SSO + no MFA module (mfa undefined) -> resolves (Basic allowed)', () => {
+    // A community/fork build with no EE MFA module passes mfa: undefined and the
+    // gate must allow the password login (same as the controller with no MFA).
+    expect(() => decideBasicGate({ ssoEnforced: false })).not.toThrow();
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: undefined }),
+    ).not.toThrow();
+  });
+
+  it('MFA present + userHasMfa -> rejects ("use a Bearer access token")', () => {
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: { userHasMfa: true } }),
+    ).toThrow(/use a Bearer access token/);
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: { userHasMfa: true } }),
+    ).toThrow(UnauthorizedException);
+  });
+
+  it('MFA present + requiresMfaSetup -> rejects', () => {
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: { requiresMfaSetup: true } }),
+    ).toThrow(/use a Bearer access token/);
+  });
+
+  it('MFA present but none required (both flags false) -> resolves', () => {
+    expect(() =>
+      decideBasicGate({
+        ssoEnforced: false,
+        mfa: { userHasMfa: false, requiresMfaSetup: false },
+      }),
+    ).not.toThrow();
+  });
+});
+
+describe('mapAuthResultToResponse (handle status/body mapping, refactor R2)', () => {
+  // The pure response decision extracted out of McpService.handle. It maps the
+  // pre-hijack gauntlet (shared token, enablement, auth error) to either a fixed
+  // JSON error response or the hijack path — never leaking the password/header.
+
+  it('wrong X-MCP-Token -> 401 {error:"Unauthorized"} and NOT the hijack path', () => {
+    const d = mapAuthResultToResponse({ sharedTokenOk: false, enabled: true });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 401,
+      body: { error: 'Unauthorized' },
+    });
+  });
+
+  it('workspace MCP disabled -> 403', () => {
+    const d = mapAuthResultToResponse({ sharedTokenOk: true, enabled: false });
+    expect(d.kind).toBe('respond');
+    if (d.kind === 'respond') {
+      expect(d.status).toBe(403);
+      expect(d.body).toEqual({ error: 'MCP is disabled for this workspace' });
+    }
+  });
+
+  it('an UnauthorizedException -> 401 with err.message; no password/header leaked', () => {
+    // Construct an UnauthorizedException whose message is the SPECIFIC auth reason.
+    const err = new UnauthorizedException('Email or password does not match');
+    const d = mapAuthResultToResponse({
+      sharedTokenOk: true,
+      enabled: true,
+      error: err,
+    });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 401,
+      body: { error: 'Email or password does not match' },
+    });
+    // The surfaced body is ONLY the exception message — never the raw secret.
+    if (d.kind === 'respond') {
+      const serialized = JSON.stringify(d.body);
+      expect(serialized).not.toContain('password=');
+      expect(serialized).not.toContain('Authorization');
+      expect(serialized).not.toContain('Basic ');
+      expect(serialized).not.toContain('Bearer ');
+    }
+  });
+
+  it('a non-Unauthorized error -> 500 generic (no error detail surfaced)', () => {
+    const err = new Error('db blew up: connection string secret');
+    const d = mapAuthResultToResponse({
+      sharedTokenOk: true,
+      enabled: true,
+      error: err,
+    });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 500,
+      body: { error: 'Internal server error' },
+    });
+    // The generic body must NOT echo the underlying error message.
+    if (d.kind === 'respond') {
+      expect(d.body.error).not.toContain('secret');
+    }
+  });
+
+  it('happy path (auth resolved, no error) -> hijack', () => {
+    const d = mapAuthResultToResponse({ sharedTokenOk: true, enabled: true });
+    expect(d).toEqual({ kind: 'hijack' });
+  });
+
+  it('shared-token failure takes precedence over disabled/error', () => {
+    // Even with a disabled workspace and an error, a bad shared token is the
+    // first gate, so the response is the uniform 401 Unauthorized.
+    const d = mapAuthResultToResponse({
+      sharedTokenOk: false,
+      enabled: false,
+      error: new UnauthorizedException('should not surface'),
+    });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 401,
+      body: { error: 'Unauthorized' },
+    });
+  });
+});

apps/server/src/integrations/mcp/mcp.service.ts

@@ -25,6 +25,8 @@ import {
   sharedTokenMatches,
   clientIp,
   bindAccessJwtVerifier,
+  decideBasicGate,
+  mapAuthResultToResponse,
   DocmostMcpConfig,
   ResolvedMcpAuth,
 } from './mcp-auth.helpers';
@@ -231,49 +233,54 @@ export class McpService implements OnModuleDestroy {
     workspace: Workspace,
     creds: { email: string; password: string },
   ): Promise<void> {
-    // 1) SSO enforcement. validateSsoEnforcement throws BadRequestException; we
-    // re-surface it as Unauthorized so the /mcp 401 path is consistent and a
-    // token is never issued.
+    // 1) SSO enforcement. validateSsoEnforcement throws when the workspace
+    // enforces SSO; we only need the boolean verdict for the pure decision.
+    let ssoEnforced = false;
     try {
       validateSsoEnforcement(workspace);
     } catch {
-      throw new UnauthorizedException(
-        'This workspace has enforced SSO login. Use SSO; MCP HTTP Basic is not allowed.',
-      );
+      ssoEnforced = true;
     }
 
     // 2) MFA gate — lazy-require the EE module exactly like AuthController.login.
-    // eslint-disable-next-line @typescript-eslint/no-explicit-any
-    let MfaModule: any;
-    try {
-      // eslint-disable-next-line @typescript-eslint/no-require-imports
-      MfaModule = require('./../../ee/mfa/services/mfa.service');
-    } catch {
-      // No EE MFA module bundled in this build: same as the controller -> no
-      // MFA gate. (A community/fork build has no MFA, so Basic is allowed.)
-      return;
+    // On a fork WITHOUT the EE module bundled, mfaResult stays undefined and the
+    // pure gate behaves exactly like the controller (no MFA module -> no MFA
+    // gate). We only LOAD the module + read the requirement flags here; the
+    // accept/reject decision lives in the framework-free decideBasicGate so the
+    // SSO/MFA logic is unit-testable without ModuleRef or the on-disk EE module.
+    let mfaResult: { userHasMfa?: boolean; requiresMfaSetup?: boolean } | undefined;
+    // Only consult the MFA module when SSO has not already disqualified the
+    // request (SSO short-circuits, and skipping the load avoids a needless
+    // require on the SSO-reject path).
+    if (!ssoEnforced) {
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      let MfaModule: any;
+      try {
+        // eslint-disable-next-line @typescript-eslint/no-require-imports
+        MfaModule = require('./../../ee/mfa/services/mfa.service');
+      } catch {
+        // No EE MFA module bundled in this build: same as the controller -> no
+        // MFA gate. (A community/fork build has no MFA, so Basic is allowed.)
+        MfaModule = undefined;
+      }
+
+      if (MfaModule) {
+        const mfaService = this.moduleRef.get(MfaModule.MfaService, {
+          strict: false,
+        });
+        // Same requirement check the controller uses. We pass NO FastifyReply
+        // (the controller passes `res` only to set a cookie on the no-MFA happy
+        // path, which we never take here): we only read the requirement flags.
+        mfaResult = await mfaService.checkMfaRequirements(
+          creds,
+          workspace,
+          undefined,
+        );
+      }
     }
 
-    const mfaService = this.moduleRef.get(MfaModule.MfaService, {
-      strict: false,
-    });
-    // Use the same requirement check the controller uses. We pass NO FastifyReply
-    // (the controller passes `res` only to set a cookie on the no-MFA happy path,
-    // which we never take here): we only read the requirement flags. Be tolerant
-    // of either a (loginInput, workspace) or (loginInput, workspace, res) shape.
-    const mfaResult = await mfaService.checkMfaRequirements(
-      creds,
-      workspace,
-      undefined,
-    );
-
-    if (mfaResult && (mfaResult.userHasMfa || mfaResult.requiresMfaSetup)) {
-      throw new UnauthorizedException(
-        'This account requires multi-factor authentication. MCP HTTP Basic ' +
-          'cannot complete MFA — log in normally and use a Bearer access token ' +
-          'instead.',
-      );
-    }
+    // Pure accept/reject decision (throws UnauthorizedException on rejection).
+    decideBasicGate({ ssoEnforced, mfa: mfaResult });
   }
 
   // Lazily create the HTTP handler exactly once. The import is indirected so
@@ -333,52 +340,61 @@ export class McpService implements OnModuleDestroy {
     // matching `X-MCP-Token` header. It now lives in its OWN header so it never
     // collides with `Authorization`, which carries the per-user credentials.
     const sharedToken = process.env.MCP_TOKEN;
-    if (sharedToken) {
-      const provided = req.headers['x-mcp-token'];
-      if (!sharedTokenMatches(sharedToken, provided)) {
-        res.status(401).send({ error: 'Unauthorized' });
-        return;
-      }
-    }
+    const sharedTokenOk = sharedToken
+      ? sharedTokenMatches(sharedToken, req.headers['x-mcp-token'])
+      : true;
 
-    if (!(await this.isEnabled())) {
-      res.status(403).send({ error: 'MCP is disabled for this workspace' });
-      return;
-    }
+    // Short-circuit checks (shared token, enablement) that do not need the auth
+    // resolution. Compute them up front so the response mapping is a single pure
+    // decision (mapAuthResultToResponse) that cannot leak the password/header.
+    const enabled = sharedTokenOk ? await this.isEnabled() : false;
 
     // Resolve + validate the per-session identity BEFORE hijacking the response
     // so bad credentials surface as a clean 401 JSON (never a torn response and
     // never a generic "MCP error"). The resolved config/identity is stashed on
     // the raw request for the package's resolver + identify hook to read back.
-    let resolved: ResolvedMcpAuth;
-    try {
-      resolved = await this.resolveSessionConfig(req);
-    } catch (err) {
-      if (err instanceof UnauthorizedException) {
-        // Warn once if the only thing missing is the service account, to keep
-        // the original operator hint.
-        if (
-          !this.credsConfigured() &&
-          !req.headers['authorization'] &&
-          !this.warnedMissingCreds
-        ) {
-          this.warnedMissingCreds = true;
-          this.logger.warn(
-            'MCP is enabled but received a request with no credentials and no ' +
-              'MCP_DOCMOST_EMAIL/MCP_DOCMOST_PASSWORD service account configured.',
-          );
+    let resolved: ResolvedMcpAuth | undefined;
+    let authError: unknown;
+    if (sharedTokenOk && enabled) {
+      try {
+        resolved = await this.resolveSessionConfig(req);
+      } catch (err) {
+        authError = err;
+        if (err instanceof UnauthorizedException) {
+          // Warn once if the only thing missing is the service account, to keep
+          // the original operator hint.
+          if (
+            !this.credsConfigured() &&
+            !req.headers['authorization'] &&
+            !this.warnedMissingCreds
+          ) {
+            this.warnedMissingCreds = true;
+            this.logger.warn(
+              'MCP is enabled but received a request with no credentials and no ' +
+                'MCP_DOCMOST_EMAIL/MCP_DOCMOST_PASSWORD service account configured.',
+            );
+          }
+        } else {
+          this.logger.error('MCP auth resolution failed', err as Error);
         }
-        res.status(401).send({ error: err.message });
-        return;
       }
-      this.logger.error('MCP auth resolution failed', err as Error);
-      res.status(500).send({ error: 'Internal server error' });
+    }
+
+    // Pure status/body mapping for the whole pre-hijack gauntlet.
+    const decision = mapAuthResultToResponse({
+      sharedTokenOk,
+      enabled,
+      error: authError,
+    });
+    if (decision.kind === 'respond') {
+      res.status(decision.status).send(decision.body);
       return;
     }
 
     // Stash the resolved auth on the raw request so the package's resolver +
     // identify hook (wired in getHandler) read it back instead of re-parsing.
-    (req.raw as unknown as Record<symbol, unknown>)[MCP_RESOLVED] = resolved;
+    (req.raw as unknown as Record<symbol, unknown>)[MCP_RESOLVED] =
+      resolved as ResolvedMcpAuth;
 
     // Hand the raw Node req/res to the MCP transport. hijack() tells Fastify
     // to stop managing this response so the transport can write to it directly.

apps/server/src/ws/listeners/page-ws.listener.spec.ts

@@ -3,6 +3,7 @@ import { PageWsListener } from './page-ws.listener';
 import { WsTreeService } from '../ws-tree.service';
 import {
   PageEvent,
+  PageMovedEvent,
   TreeNodeSnapshot,
 } from '../../database/listeners/page.listener';
 
@@ -93,3 +94,139 @@ describe('PageWsListener.onPageCreated', () => {
     expect(wsTree.broadcastRefetchRoot).not.toHaveBeenCalled();
   });
 });
+
+describe('PageWsListener delete/move/restore handlers', () => {
+  let listener: PageWsListener;
+  let wsTree: {
+    broadcastPageCreated: jest.Mock;
+    broadcastPageDeleted: jest.Mock;
+    broadcastPageMoved: jest.Mock;
+    broadcastRefetchRoot: jest.Mock;
+  };
+  let warnSpy: jest.SpyInstance;
+
+  const secondSnapshot: TreeNodeSnapshot = {
+    id: 'page-2',
+    slugId: 'slug-2',
+    title: 'World',
+    icon: '📁',
+    position: 'a2',
+    spaceId: 'space-1',
+    parentPageId: null,
+  };
+
+  beforeEach(async () => {
+    wsTree = {
+      broadcastPageCreated: jest.fn().mockResolvedValue(undefined),
+      broadcastPageDeleted: jest.fn().mockResolvedValue(undefined),
+      broadcastPageMoved: jest.fn().mockResolvedValue(undefined),
+      broadcastRefetchRoot: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        PageWsListener,
+        { provide: WsTreeService, useValue: wsTree },
+      ],
+    }).compile();
+
+    listener = module.get<PageWsListener>(PageWsListener);
+    // The PAGE_RESTORED-without-spaceId branch logs a warning; silence + assert.
+    warnSpy = jest
+      .spyOn(listener['logger'], 'warn')
+      .mockImplementation(() => undefined);
+  });
+
+  afterEach(() => {
+    warnSpy.mockRestore();
+  });
+
+  // --- onPageDeleted (PAGE_SOFT_DELETED / PAGE_DELETED) ---
+
+  it('onPageDeleted with N `pages`: one broadcastPageDeleted per page', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1', 'page-2'],
+      workspaceId: 'ws-1',
+      pages: [snapshot, secondSnapshot],
+    };
+
+    await listener.onPageDeleted(event);
+
+    expect(wsTree.broadcastPageDeleted).toHaveBeenCalledTimes(2);
+    expect(wsTree.broadcastPageDeleted).toHaveBeenNthCalledWith(1, snapshot);
+    expect(wsTree.broadcastPageDeleted).toHaveBeenNthCalledWith(
+      2,
+      secondSnapshot,
+    );
+  });
+
+  it('onPageDeleted with an EMPTY `pages` array: no broadcast', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+      pages: [],
+    };
+
+    await listener.onPageDeleted(event);
+
+    expect(wsTree.broadcastPageDeleted).not.toHaveBeenCalled();
+  });
+
+  it('onPageDeleted with UNDEFINED `pages`: no broadcast (no crash)', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+    };
+
+    await listener.onPageDeleted(event);
+
+    expect(wsTree.broadcastPageDeleted).not.toHaveBeenCalled();
+  });
+
+  // --- onPageMoved (PAGE_MOVED) ---
+
+  it('onPageMoved: forwards the whole event to a single broadcastPageMoved', async () => {
+    const event: PageMovedEvent = {
+      workspaceId: 'ws-1',
+      oldParentId: 'old-parent',
+      hasChildren: false,
+      node: { ...snapshot, parentPageId: 'new-parent', position: 'a5' },
+    };
+
+    await listener.onPageMoved(event);
+
+    expect(wsTree.broadcastPageMoved).toHaveBeenCalledTimes(1);
+    expect(wsTree.broadcastPageMoved).toHaveBeenCalledWith(event);
+  });
+
+  // --- onPageRestored (PAGE_RESTORED) ---
+
+  it('onPageRestored WITHOUT spaceId: warns and does NOT refetch', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+    };
+
+    await listener.onPageRestored(event);
+
+    expect(warnSpy).toHaveBeenCalledTimes(1);
+    expect(warnSpy).toHaveBeenCalledWith(
+      expect.stringContaining('PAGE_RESTORED'),
+    );
+    expect(wsTree.broadcastRefetchRoot).not.toHaveBeenCalled();
+  });
+
+  it('onPageRestored WITH spaceId: one broadcastRefetchRoot scoped to the space', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+      spaceId: 'space-9',
+    };
+
+    await listener.onPageRestored(event);
+
+    expect(warnSpy).not.toHaveBeenCalled();
+    expect(wsTree.broadcastRefetchRoot).toHaveBeenCalledTimes(1);
+    expect(wsTree.broadcastRefetchRoot).toHaveBeenCalledWith('space-9');
+  });
+});

apps/server/src/ws/ws-service.spec.ts

@@ -0,0 +1,259 @@
+import { Test, TestingModule } from '@nestjs/testing';
+import { CACHE_MANAGER } from '@nestjs/cache-manager';
+import { WsService } from './ws.service';
+import { PagePermissionRepo } from '@docmost/db/repos/page/page-permission.repo';
+import {
+  getSpaceRoomName,
+  WS_SPACE_RESTRICTION_CACHE_PREFIX,
+  WS_CACHE_TTL_MS,
+} from './ws.utils';
+
+/**
+ * WsService server-side unit tests (M7 item 2):
+ *  - spaceHasRestrictions cache lifecycle (miss -> read+set with TTL; hit ->
+ *    no re-read; documents the stale-false window).
+ *  - broadcastToAuthorizedUsers fan-out (authorized-only delivery, multi-socket
+ *    fan-out per user, sockets with no userId skipped).
+ *
+ * Both private methods are exercised through their public entry points:
+ * spaceHasRestrictions via emitTreeEvent, broadcastToAuthorizedUsers via
+ * emitToAuthorizedUsers. WsService is constructed with mocked cache + repo and a
+ * mocked socket.io server, so no live infra is needed.
+ */
+
+describe('WsService.spaceHasRestrictions (cache lifecycle, via emitTreeEvent)', () => {
+  let service: WsService;
+  let pagePermissionRepo: {
+    hasRestrictedPagesInSpace: jest.Mock;
+    hasRestrictedAncestor: jest.Mock;
+    getUserIdsWithPageAccess: jest.Mock;
+  };
+  let cache: { get: jest.Mock; set: jest.Mock; del: jest.Mock };
+  let roomEmit: jest.Mock;
+
+  beforeEach(async () => {
+    pagePermissionRepo = {
+      hasRestrictedPagesInSpace: jest.fn(),
+      hasRestrictedAncestor: jest.fn(),
+      getUserIdsWithPageAccess: jest.fn(),
+    };
+    cache = {
+      get: jest.fn().mockResolvedValue(null),
+      set: jest.fn().mockResolvedValue(undefined),
+      del: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        WsService,
+        { provide: PagePermissionRepo, useValue: pagePermissionRepo },
+        { provide: CACHE_MANAGER, useValue: cache },
+      ],
+    }).compile();
+
+    service = module.get<WsService>(WsService);
+
+    roomEmit = jest.fn();
+    const server = {
+      to: jest.fn().mockReturnValue({ emit: roomEmit }),
+      in: jest.fn().mockReturnValue({ fetchSockets: jest.fn() }),
+    };
+    service.setServer(server as never);
+  });
+
+  const cacheKey = (spaceId: string): string =>
+    `${WS_SPACE_RESTRICTION_CACHE_PREFIX}${spaceId}`;
+
+  it('first call MISSES the cache -> reads the repo and sets it with WS_CACHE_TTL_MS', async () => {
+    cache.get.mockResolvedValue(null); // miss
+    pagePermissionRepo.hasRestrictedPagesInSpace.mockResolvedValue(true);
+    pagePermissionRepo.hasRestrictedAncestor.mockResolvedValue(false);
+
+    await service.emitTreeEvent('space-1', 'page-1', { op: 'x' });
+
+    expect(cache.get).toHaveBeenCalledWith(cacheKey('space-1'));
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).toHaveBeenCalledTimes(1);
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).toHaveBeenCalledWith(
+      'space-1',
+    );
+    // The freshly-read verdict is cached with the 30s TTL.
+    expect(cache.set).toHaveBeenCalledWith(
+      cacheKey('space-1'),
+      true,
+      WS_CACHE_TTL_MS,
+    );
+  });
+
+  it('second call HITS the cache -> the repo is NOT re-read', async () => {
+    // Cache hit returns false (no restrictions) -> open-space fast path.
+    cache.get.mockResolvedValue(false);
+
+    await service.emitTreeEvent('space-1', 'page-1', { op: 'x' });
+
+    expect(cache.get).toHaveBeenCalledWith(cacheKey('space-1'));
+    // The whole point of the cache: no repo read on a hit.
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).not.toHaveBeenCalled();
+    expect(cache.set).not.toHaveBeenCalled();
+    // false verdict -> broadcast to the whole room (open-space fast path).
+    expect(roomEmit).toHaveBeenCalledWith('message', { op: 'x' });
+  });
+
+  it('a cached `false` is returned even when restrictions now exist (the stale window)', async () => {
+    // The cache says "no restrictions" (false) but the repo, if asked, would now
+    // say true. spaceHasRestrictions trusts the cached false and never re-reads —
+    // this documents the up-to-TTL stale window the production comment warns about
+    // (a payload can fan out room-wide until the cache is invalidated/expires).
+    cache.get.mockResolvedValue(false);
+    pagePermissionRepo.hasRestrictedPagesInSpace.mockResolvedValue(true);
+
+    await service.emitTreeEvent('space-1', 'page-1', { op: 'stale' });
+
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).not.toHaveBeenCalled();
+    // Treated as open -> the event is broadcast to the WHOLE room.
+    expect(roomEmit).toHaveBeenCalledWith('message', { op: 'stale' });
+  });
+
+  it('caches a `false` verdict too (so the next emit hits, not re-reads)', async () => {
+    cache.get.mockResolvedValueOnce(null); // first call: miss
+    pagePermissionRepo.hasRestrictedPagesInSpace.mockResolvedValue(false);
+
+    await service.emitTreeEvent('space-2', 'page-9', { op: 'y' });
+
+    expect(cache.set).toHaveBeenCalledWith(
+      cacheKey('space-2'),
+      false,
+      WS_CACHE_TTL_MS,
+    );
+  });
+});
+
+describe('WsService.broadcastToAuthorizedUsers fan-out (via emitToAuthorizedUsers)', () => {
+  let service: WsService;
+  let pagePermissionRepo: {
+    hasRestrictedPagesInSpace: jest.Mock;
+    hasRestrictedAncestor: jest.Mock;
+    getUserIdsWithPageAccess: jest.Mock;
+  };
+  let cache: { get: jest.Mock; set: jest.Mock; del: jest.Mock };
+  let fetchSockets: jest.Mock;
+  let serverIn: jest.Mock;
+
+  beforeEach(async () => {
+    pagePermissionRepo = {
+      hasRestrictedPagesInSpace: jest.fn(),
+      hasRestrictedAncestor: jest.fn(),
+      getUserIdsWithPageAccess: jest.fn(),
+    };
+    cache = {
+      get: jest.fn().mockResolvedValue(null),
+      set: jest.fn().mockResolvedValue(undefined),
+      del: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        WsService,
+        { provide: PagePermissionRepo, useValue: pagePermissionRepo },
+        { provide: CACHE_MANAGER, useValue: cache },
+      ],
+    }).compile();
+
+    service = module.get<WsService>(WsService);
+
+    fetchSockets = jest.fn();
+    serverIn = jest.fn().mockReturnValue({ fetchSockets });
+    const server = {
+      to: jest.fn().mockReturnValue({ emit: jest.fn() }),
+      in: serverIn,
+    };
+    service.setServer(server as never);
+  });
+
+  it('only sockets whose userId is in getUserIdsWithPageAccess receive the event', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue(['user-ok']);
+
+    const okEmit = jest.fn();
+    const noEmit = jest.fn();
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'user-ok' }, emit: okEmit },
+      { id: 's2', data: { userId: 'user-no' }, emit: noEmit },
+    ]);
+
+    const data = { operation: 'moveTreeNode' };
+    await service.emitToAuthorizedUsers('space-1', 'page-1', data);
+
+    // The authorized set is resolved from the candidate userIds present on the
+    // sockets (deduped), then only those users' sockets get the event.
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).toHaveBeenCalledWith(
+      'page-1',
+      expect.arrayContaining(['user-ok', 'user-no']),
+    );
+    expect(okEmit).toHaveBeenCalledWith('message', data);
+    expect(noEmit).not.toHaveBeenCalled();
+  });
+
+  it('a user with TWO sockets receives the event on BOTH (userSocketMap fan-out)', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue(['user-ok']);
+
+    const tab1 = jest.fn();
+    const tab2 = jest.fn();
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'user-ok' }, emit: tab1 },
+      { id: 's2', data: { userId: 'user-ok' }, emit: tab2 },
+    ]);
+
+    const data = { operation: 'moveTreeNode' };
+    await service.emitToAuthorizedUsers('space-1', 'page-1', data);
+
+    // Both of the authorized user's sockets (e.g. two browser tabs) receive it.
+    expect(tab1).toHaveBeenCalledWith('message', data);
+    expect(tab2).toHaveBeenCalledWith('message', data);
+    // The candidate set is deduped to a single userId even with two sockets.
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).toHaveBeenCalledWith(
+      'page-1',
+      ['user-ok'],
+    );
+  });
+
+  it('a socket with NO userId is skipped (not a candidate, never emitted to)', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue(['user-ok']);
+
+    const okEmit = jest.fn();
+    const anonEmit = jest.fn();
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'user-ok' }, emit: okEmit },
+      // Unauthenticated socket: no userId -> excluded from the candidate map.
+      { id: 's2', data: {}, emit: anonEmit },
+    ]);
+
+    const data = { operation: 'moveTreeNode' };
+    await service.emitToAuthorizedUsers('space-1', 'page-1', data);
+
+    expect(okEmit).toHaveBeenCalledWith('message', data);
+    expect(anonEmit).not.toHaveBeenCalled();
+    // The no-userId socket is not even offered as a candidate to the repo.
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).toHaveBeenCalledWith(
+      'page-1',
+      ['user-ok'],
+    );
+  });
+
+  it('no sockets in the room -> no repo lookup, no emit', async () => {
+    fetchSockets.mockResolvedValue([]);
+
+    await service.emitToAuthorizedUsers('space-1', 'page-1', { op: 'x' });
+
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).not.toHaveBeenCalled();
+  });
+
+  it('routes through the space room name', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue([]);
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'u' }, emit: jest.fn() },
+    ]);
+
+    await service.emitToAuthorizedUsers('space-7', 'page-1', { op: 'x' });
+
+    expect(serverIn).toHaveBeenCalledWith(getSpaceRoomName('space-7'));
+  });
+});

apps/server/src/ws/ws-tree.service.spec.ts

@@ -329,3 +329,109 @@ describe('WsService.emitTreeEvent', () => {
     expect(anonEmit).toHaveBeenCalledWith('message', data);
   });
 });
+
+describe('move-into-restricted disjointness contract (WsTreeService + real WsService)', () => {
+  // CONTRACT: a move under a restricted ancestor PARTITIONS the room. The
+  // authorized set (gets the moveTreeNode via emitToAuthorizedUsers) and its
+  // complement (gets the deleteTreeNode via emitDeleteToUnauthorized) are
+  // disjoint and together cover every socket — and an anonymous (no-userId)
+  // socket lands in the delete set. We wire a REAL WsService (only its repo,
+  // cache and socket server mocked) so both broadcasts run against the SAME fixed
+  // socket set, the way they do in production.
+  let treeService: WsTreeService;
+  let pagePermissionRepo: {
+    hasRestrictedPagesInSpace: jest.Mock;
+    hasRestrictedAncestor: jest.Mock;
+    getUserIdsWithPageAccess: jest.Mock;
+  };
+
+  // Fixed room: two authorized users (one with two sockets), one unauthorized
+  // user, one anonymous socket.
+  const moveSeen: string[] = [];
+  const deleteSeen: string[] = [];
+
+  const mkSocket = (id: string, userId: string | undefined) => ({
+    id,
+    data: userId ? { userId } : {},
+    emit: jest.fn((_event: string, payload: { operation: string }) => {
+      if (payload.operation === 'moveTreeNode') moveSeen.push(id);
+      if (payload.operation === 'deleteTreeNode') deleteSeen.push(id);
+    }),
+  });
+
+  const sockets = [
+    mkSocket('s-ok-1', 'user-ok'), // authorized, tab 1
+    mkSocket('s-ok-2', 'user-ok'), // authorized, tab 2 (fan-out)
+    mkSocket('s-no', 'user-no'), // unauthorized
+    mkSocket('s-anon', undefined), // anonymous (no userId)
+  ];
+
+  beforeEach(async () => {
+    moveSeen.length = 0;
+    deleteSeen.length = 0;
+
+    pagePermissionRepo = {
+      hasRestrictedPagesInSpace: jest.fn().mockResolvedValue(true),
+      // The move destination IS under a restricted ancestor.
+      hasRestrictedAncestor: jest.fn().mockResolvedValue(true),
+      // Only user-ok is authorized to see the page.
+      getUserIdsWithPageAccess: jest.fn().mockResolvedValue(['user-ok']),
+    };
+    const cache = {
+      get: jest.fn().mockResolvedValue(null),
+      set: jest.fn().mockResolvedValue(undefined),
+      del: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        WsTreeService,
+        WsService,
+        { provide: PagePermissionRepo, useValue: pagePermissionRepo },
+        { provide: CACHE_MANAGER, useValue: cache },
+      ],
+    }).compile();
+
+    const wsService = module.get<WsService>(WsService);
+    const server = {
+      to: jest.fn().mockReturnValue({ emit: jest.fn() }),
+      in: jest.fn().mockReturnValue({
+        fetchSockets: jest.fn().mockResolvedValue(sockets),
+      }),
+    };
+    wsService.setServer(server as never);
+
+    treeService = module.get<WsTreeService>(WsTreeService);
+  });
+
+  it('authorized set (move) and complement (delete) partition the room; anon is in delete', async () => {
+    const event: PageMovedEvent = {
+      workspaceId: 'ws-1',
+      oldParentId: 'old-parent',
+      hasChildren: false,
+      node: { ...snapshot, parentPageId: 'restricted-parent', position: 'a5' },
+    };
+
+    await treeService.broadcastPageMoved(event);
+
+    const moveSet = new Set(moveSeen);
+    const deleteSet = new Set(deleteSeen);
+
+    // Authorized user's BOTH sockets got the move; nobody else did.
+    expect(moveSet).toEqual(new Set(['s-ok-1', 's-ok-2']));
+    // Everyone else (unauthorized + anonymous) got the delete.
+    expect(deleteSet).toEqual(new Set(['s-no', 's-anon']));
+
+    // DISJOINT: no socket received both a move and a delete.
+    const intersection = [...moveSet].filter((id) => deleteSet.has(id));
+    expect(intersection).toEqual([]);
+
+    // PARTITION: the two sets together cover every socket in the room exactly.
+    const union = new Set([...moveSet, ...deleteSet]);
+    expect(union).toEqual(new Set(sockets.map((s) => s.id)));
+
+    // The anonymous socket specifically lands in the DELETE set, never the move.
+    expect(deleteSet.has('s-anon')).toBe(true);
+    expect(moveSet.has('s-anon')).toBe(false);
+  });
+});

packages/editor-ext/src/lib/html-embed/html-embed-codec.spec.ts

@@ -0,0 +1,116 @@
+import { afterEach, describe, expect, it } from "vitest";
+import {
+  encodeHtmlEmbedSource,
+  decodeHtmlEmbedSource,
+} from "./html-embed";
+
+// Unit coverage for the base64 codec used by the htmlEmbed node's
+// data-source attribute (html-embed.ts). The codec has two branches:
+//   - the BROWSER branch: btoa(encodeURIComponent(s)) / decodeURIComponent(atob(s));
+//   - the NODE fallback: Buffer.from(..).toString("base64") / Buffer.from(s,"base64").
+// Server-side schema parsing (htmlToJson with no global btoa/atob) hits the
+// fallback, so both branches must round-trip identically; otherwise an embed
+// encoded in the browser would decode wrong on the server (or vice versa).
+//
+// We force the fallback by temporarily DELETING globalThis.btoa/atob (jsdom
+// provides them in this env), restoring them after each test so the suite stays
+// hermetic.
+
+const realBtoa = globalThis.btoa;
+const realAtob = globalThis.atob;
+
+function deleteBase64Globals(): void {
+  // @ts-expect-error — intentionally removing the globals to exercise the
+  // `typeof btoa !== "function"` Node fallback branch in the codec.
+  delete globalThis.btoa;
+  // @ts-expect-error — see above.
+  delete globalThis.atob;
+}
+
+afterEach(() => {
+  // Always restore so one test's stubbing never leaks into another.
+  globalThis.btoa = realBtoa;
+  globalThis.atob = realAtob;
+});
+
+describe("html-embed codec — browser btoa/atob branch", () => {
+  it("round-trips ASCII source", () => {
+    const src = "<script>alert(1)</script>";
+    const enc = encodeHtmlEmbedSource(src);
+    expect(enc).not.toBe("");
+    // base64 of the encodeURIComponent form never contains a raw '<'.
+    expect(enc).not.toContain("<");
+    expect(decodeHtmlEmbedSource(enc)).toBe(src);
+  });
+
+  it("round-trips UTF-8 / non-Latin1 source (the reason for encodeURIComponent)", () => {
+    const src = '<p>héllo → 世界 𝕏</p>';
+    const enc = encodeHtmlEmbedSource(src);
+    expect(decodeHtmlEmbedSource(enc)).toBe(src);
+  });
+});
+
+describe("html-embed codec — Node Buffer fallback branch", () => {
+  it("encode uses the Buffer fallback when btoa is unavailable and still round-trips (UTF-8)", () => {
+    const src = '<div>héllo → 世界 𝕏</div>';
+
+    deleteBase64Globals();
+    // With the globals gone, encode must take the Buffer path...
+    const encFallback = encodeHtmlEmbedSource(src);
+    expect(encFallback).not.toBe("");
+    // ...and decode (also via Buffer) must recover the exact source.
+    expect(decodeHtmlEmbedSource(encFallback)).toBe(src);
+  });
+
+  it("the Buffer fallback produces the SAME bytes the browser branch does (cross-env parity)", () => {
+    const src = '<span>café — 日本語</span>';
+
+    // Browser branch (globals intact).
+    const encBrowser = encodeHtmlEmbedSource(src);
+
+    // Fallback branch.
+    deleteBase64Globals();
+    const encFallback = encodeHtmlEmbedSource(src);
+
+    // Identical base64 => an embed encoded in either environment decodes
+    // identically in the other (server <-> client losslessness).
+    expect(encFallback).toBe(encBrowser);
+
+    // And the fallback can decode what the browser produced.
+    expect(decodeHtmlEmbedSource(encBrowser)).toBe(src);
+  });
+
+  it("empty string -> '' on both encode and decode in the fallback (early return, branch never reached)", () => {
+    deleteBase64Globals();
+    expect(encodeHtmlEmbedSource("")).toBe("");
+    expect(decodeHtmlEmbedSource("")).toBe("");
+  });
+
+  it("decode of malformed base64 -> '' via the catch branch (fallback)", () => {
+    // In the Buffer fallback, Buffer.from(..,'base64') is lenient and never
+    // throws, so to hit the catch we need a payload whose DECODED bytes are an
+    // invalid percent-escape, which makes decodeURIComponent throw. base64 of a
+    // lone '%' decodes back to '%', and decodeURIComponent('%') is a URIError.
+    const badBase64 = Buffer.from("%", "utf-8").toString("base64"); // "JQ=="
+
+    deleteBase64Globals();
+    // Sanity: the raw decode really does throw, so we're exercising the catch.
+    expect(() =>
+      decodeURIComponent(Buffer.from(badBase64, "base64").toString("utf-8")),
+    ).toThrow();
+    // The codec swallows it and returns "" rather than propagating.
+    expect(decodeHtmlEmbedSource(badBase64)).toBe("");
+  });
+});
+
+describe("html-embed codec — decode of malformed input (browser branch)", () => {
+  it("returns '' for input atob rejects (catch branch)", () => {
+    // atob throws on characters outside the base64 alphabet; the codec catches
+    // it and returns "" instead of throwing.
+    expect(decodeHtmlEmbedSource("@@not-base64@@")).toBe("");
+  });
+
+  it("empty string short-circuits to '' (never calls atob)", () => {
+    expect(decodeHtmlEmbedSource("")).toBe("");
+  });
+});

packages/editor-ext/src/lib/markdown/html-embed-marked.spec.ts

@@ -0,0 +1,105 @@
+import { describe, expect, it } from "vitest";
+import { htmlEmbedExtension } from "./utils/html-embed.marked";
+import { markdownToHtml } from "./index";
+import { encodeHtmlEmbedSource } from "../html-embed/html-embed";
+
+// CONTRACT tests for the marked block tokenizer that rebuilds an htmlEmbed node
+// from the `<!--html-embed:BASE64-->` marker (html-embed.marked.ts), plus the
+// observable round-trip through markdownToHtml.
+//
+// These pin the REAL tokenizer behaviour the import path depends on:
+//   - the tokenizer rule is anchored (^) and only accepts the base64 alphabet
+//     [A-Za-z0-9+/=], so a marker with non-base64 chars is NOT tokenized and
+//     survives as a literal HTML comment (not silently turned into something the
+//     server's strip no longer recognizes);
+//   - start() reports the correct index of the next marker so marked invokes the
+//     tokenizer at the right offset when a marker sits mid-document / after text;
+//   - a marker with surrounding text on the SAME line is split out into its own
+//     embed div while the surrounding text becomes ordinary paragraphs.
+//
+// The contract is asserted against the actual exported extension and pipeline —
+// no behaviour is invented; the expectations were read off the real tokenizer.
+
+const SAMPLE = "<b>x</b>";
+const ENC = encodeHtmlEmbedSource(SAMPLE);
+
+describe("htmlEmbed marked tokenizer — start()", () => {
+  it("returns the index of a marker that sits mid-document", () => {
+    const src = `hello world <!--html-embed:${ENC}-->`;
+    expect(htmlEmbedExtension.start(src)).toBe(src.indexOf("<!--html-embed:"));
+  });
+
+  it("returns 0 when the marker is at the very start", () => {
+    expect(htmlEmbedExtension.start(`<!--html-embed:${ENC}-->`)).toBe(0);
+  });
+
+  it("returns -1 when there is no marker", () => {
+    expect(htmlEmbedExtension.start("no marker here")).toBe(-1);
+  });
+});
+
+describe("htmlEmbed marked tokenizer — tokenizer()", () => {
+  it("tokenizes a marker at the start of the input, capturing the base64 payload", () => {
+    const token = htmlEmbedExtension.tokenizer(`<!--html-embed:${ENC}-->`);
+    expect(token).toBeTruthy();
+    expect(token!.type).toBe("htmlEmbed");
+    expect(token!.raw).toBe(`<!--html-embed:${ENC}-->`);
+    expect(token!.encoded).toBe(ENC);
+  });
+
+  it("tokenizes an EMPTY marker (the [A-Za-z0-9+/=]* class allows zero chars)", () => {
+    const token = htmlEmbedExtension.tokenizer("<!--html-embed:-->");
+    expect(token).toBeTruthy();
+    expect(token!.encoded).toBe("");
+    expect(token!.raw).toBe("<!--html-embed:-->");
+  });
+
+  it("does NOT tokenize when text precedes the marker (rule is anchored ^)", () => {
+    // marked relies on start() to advance to the marker; the tokenizer itself
+    // only matches at offset 0, so a non-anchored call returns undefined.
+    expect(
+      htmlEmbedExtension.tokenizer(`hello <!--html-embed:${ENC}-->`),
+    ).toBeUndefined();
+  });
+
+  it("does NOT tokenize a marker containing a non-base64 char ('$')", () => {
+    expect(
+      htmlEmbedExtension.tokenizer("<!--html-embed:ab$cd-->"),
+    ).toBeUndefined();
+  });
+
+  it("does NOT tokenize a marker containing a space", () => {
+    expect(
+      htmlEmbedExtension.tokenizer("<!--html-embed:ab cd-->"),
+    ).toBeUndefined();
+  });
+
+  it("renderer emits the embed div the node's parseHTML recognizes", () => {
+    const token = htmlEmbedExtension.tokenizer(`<!--html-embed:${ENC}-->`)!;
+    const html = htmlEmbedExtension.renderer(token as any);
+    expect(html).toBe(
+      `<div data-type="htmlEmbed" data-source="${ENC}"></div>`,
+    );
+  });
+});
+
+describe("htmlEmbed marked tokenizer — markdownToHtml round-trip", () => {
+  it("splits a marker out of surrounding same-line text into its own embed div", async () => {
+    const html = await markdownToHtml(`before <!--html-embed:${ENC}--> after`);
+    // The marker became the embed div...
+    expect(html).toContain(
+      `<div data-type="htmlEmbed" data-source="${ENC}"></div>`,
+    );
+    // ...and the surrounding text survived as ordinary paragraph content.
+    expect(html).toContain("before");
+    expect(html).toContain("after");
+  });
+
+  it("leaves a marker with non-base64 chars as a literal comment (NOT an embed div)", async () => {
+    const html = await markdownToHtml("<!--html-embed:ab$cd-->");
+    // It is NOT tokenized into an embed div the server would strip...
+    expect(html).not.toContain('data-type="htmlEmbed"');
+    // ...it passes through unchanged as a literal HTML comment.
+    expect(html).toContain("<!--html-embed:ab$cd-->");
+  });
+});

packages/editor-ext/src/lib/page-embed/page-embed.spec.ts

@@ -0,0 +1,88 @@
+import { describe, expect, it } from "vitest";
+import { getSchema } from "@tiptap/core";
+import { generateHTML, generateJSON } from "@tiptap/html";
+import { Document } from "@tiptap/extension-document";
+import { Paragraph } from "@tiptap/extension-paragraph";
+import { Text } from "@tiptap/extension-text";
+import { PageEmbed } from "./page-embed";
+
+// CONTRACT tests for the PageEmbed node's parse/render round-trip
+// (page-embed.ts). The whole-page live embed stores ONLY a `sourcePageId`
+// reference; renderHTML must serialize it as `data-source-page-id` and parseHTML
+// must recover it. If this attribute mapping drifts, an embed saved to HTML loses
+// its target page on reload (the node view would have nothing to fetch).
+//
+// We assert at the editor-ext schema level using the same Tiptap utilities the
+// other editor-ext tests use (getSchema + @tiptap/html generateHTML/generateJSON
+// over a jsdom DOM), driving a real HTML -> node JSON -> HTML round-trip through
+// the node's actual addAttributes()/parseHTML()/renderHTML().
+
+// Minimal schema: a doc of blocks, plus the PageEmbed block node under test.
+const extensions = [Document, Paragraph, Text, PageEmbed];
+
+describe("PageEmbed schema", () => {
+  it("registers the pageEmbed node in the schema", () => {
+    const schema = getSchema(extensions);
+    expect(schema.nodes.pageEmbed).toBeTruthy();
+  });
+});
+
+describe("PageEmbed parse/render round-trip", () => {
+  it("recovers sourcePageId from data-source-page-id on parse (HTML -> JSON)", () => {
+    const html = `<div data-type="pageEmbed" data-source-page-id="pg-123"></div>`;
+    const json = generateJSON(html, extensions);
+
+    const node = json.content?.[0];
+    expect(node?.type).toBe("pageEmbed");
+    expect(node?.attrs?.sourcePageId).toBe("pg-123");
+  });
+
+  it("emits data-source-page-id on render (JSON -> HTML)", () => {
+    const json = {
+      type: "doc",
+      content: [{ type: "pageEmbed", attrs: { sourcePageId: "pg-456" } }],
+    };
+    const html = generateHTML(json, extensions);
+
+    expect(html).toContain('data-type="pageEmbed"');
+    expect(html).toContain('data-source-page-id="pg-456"');
+  });
+
+  it("survives a full HTML -> node -> HTML round-trip (attribute preserved)", () => {
+    const start = `<div data-type="pageEmbed" data-source-page-id="pg-789"></div>`;
+
+    // HTML -> node JSON -> HTML.
+    const json = generateJSON(start, extensions);
+    const html = generateHTML(json, extensions);
+
+    // The id survived the round-trip in the serialized HTML...
+    expect(html).toContain('data-source-page-id="pg-789"');
+
+    // ...and re-parsing the round-tripped HTML yields the same id (stable across
+    // an extra pass — no loss, no duplication).
+    const json2 = generateJSON(html, extensions);
+    expect(json2.content?.[0]?.attrs?.sourcePageId).toBe("pg-789");
+  });
+
+  it("omits data-source-page-id entirely when sourcePageId is null (renderHTML guard)", () => {
+    // The renderHTML maps a null/empty id to {} (no attribute), so an embed
+    // without a target page does not emit a stray empty attribute.
+    const json = {
+      type: "doc",
+      content: [{ type: "pageEmbed", attrs: { sourcePageId: null } }],
+    };
+    const html = generateHTML(json, extensions);
+
+    expect(html).toContain('data-type="pageEmbed"');
+    expect(html).not.toContain("data-source-page-id");
+  });
+
+  it("parses a div without the attribute to a null sourcePageId (default)", () => {
+    const html = `<div data-type="pageEmbed"></div>`;
+    const json = generateJSON(html, extensions);
+
+    expect(json.content?.[0]?.type).toBe("pageEmbed");
+    // getAttribute returns null when absent; parseHTML returns it verbatim.
+    expect(json.content?.[0]?.attrs?.sourcePageId).toBeNull();
+  });
+});

packages/mcp/test/unit/http-idle-eviction.test.mjs

@@ -0,0 +1,273 @@
+// Unit tests for createMcpHttpHandler's idle-session eviction (http.ts).
+//
+// http.ts keeps one transport per MCP session alive between requests, keyed by
+// the mcp-session-id header, and runs a periodic sweep (setInterval, every 5
+// min) that closes any transport idle longer than the idle TTL
+// (MCP_SESSION_IDLE_MS, default 30 min) and drops its lastSeen + sessionIdentity
+// bookkeeping. Routing a request to an existing transport refreshes its
+// lastSeen.
+//
+// We drive this DETERMINISTICALLY rather than waiting wall-clock: the env knob
+// MCP_SESSION_IDLE_MS is read ONCE when the handler is created, so we set it
+// small; and node:test's mock.timers lets us mock both `setInterval` (the sweep)
+// and `Date` (the lastSeen comparison clock) so ticking advances the clock and
+// fires the sweep on demand.
+//
+// IMPORTANT mock.timers semantics: when a tick spans MULTIPLE timer fires (or
+// overshoots a fire), the callbacks all observe Date.now() == the FINAL ticked
+// time, not their individual scheduled times. So to make the sweep's
+// `now - lastSeen` comparison meaningful we tick EXACTLY to a sweep boundary
+// (a multiple of the sweep interval): then Date.now() inside the sweep equals
+// that boundary. The mocked clock starts at 0, so sweeps fire at SWEEP, 2*SWEEP,
+// ... We pin each session's lastSeen by establishing/touching it at a known
+// pre-boundary clock, then tick the remaining delta to land exactly on the
+// boundary.
+//
+// Sessions are established over a real loopback http server (so the SDK's
+// StreamableHTTPServerTransport gets genuine Node req/res and a real
+// mcp-session-id), exactly like http-resolver.test.mjs, and the server is closed
+// in a finally.
+//
+// Eviction is asserted via its OBSERVABLE effect: once a session is evicted its
+// transport is gone from the handler's internal map, so a subsequent non-init
+// request replaying that session id is treated as unknown (400 "no valid
+// session ID") — the same response an id that was never established would get.
+// An active (recently-seen) session is retained and its subsequent request is
+// NOT a 400.
+import { test, mock } from "node:test";
+import assert from "node:assert/strict";
+
+const INIT_BODY = {
+  jsonrpc: "2.0",
+  id: 1,
+  method: "initialize",
+  params: {
+    protocolVersion: "2025-03-26",
+    capabilities: {},
+    clientInfo: { name: "test", version: "0.0.0" },
+  },
+};
+
+const SWEEP_MS = 5 * 60 * 1000; // setInterval cadence in http.ts.
+
+// Spin a loopback http server bridging every request into the MCP handler with
+// its JSON body parsed, mirroring the embedding host. Returns { call, close }.
+async function startLoopback(handler) {
+  const http = await import("node:http");
+  const server = http.createServer((req, res) => {
+    let raw = "";
+    req.on("data", (c) => (raw += c));
+    req.on("end", () => {
+      const body = raw ? JSON.parse(raw) : undefined;
+      handler.handleRequest(req, res, body).catch(() => {
+        if (!res.headersSent) {
+          res.statusCode = 500;
+          res.end();
+        }
+      });
+    });
+  });
+  await new Promise((r) => server.listen(0, "127.0.0.1", r));
+  const { port } = server.address();
+
+  const call = (headers, body) =>
+    new Promise((resolve) => {
+      const r = http.request(
+        {
+          host: "127.0.0.1",
+          port,
+          method: "POST",
+          path: "/mcp",
+          headers: {
+            "Content-Type": "application/json",
+            Accept: "application/json, text/event-stream",
+            ...headers,
+          },
+        },
+        (resp) => {
+          let data = "";
+          resp.on("data", (c) => (data += c));
+          resp.on("end", () =>
+            resolve({
+              statusCode: resp.statusCode,
+              sessionId: resp.headers["mcp-session-id"],
+              body: data,
+            }),
+          );
+        },
+      );
+      r.end(JSON.stringify(body));
+    });
+
+  return { call, close: () => new Promise((r) => server.close(r)) };
+}
+
+// The sweep closes transports asynchronously (void transport.close()), whose
+// onclose then removes the entry from the internal map. Yield to the event loop
+// so those microtasks settle before we assert the observable effect.
+const settle = () => new Promise((r) => setImmediate(r));
+
+// Set the idle TTL env knob (read once at handler creation) and enable mocked
+// setInterval + Date BEFORE creating the handler, so the sweep interval and
+// every Date.now() (lastSeen at init, lastSeen on routing, and the sweep's
+// comparison) all run on the same mocked clock. Returns restore() to undo it.
+function withMockedTimers(idleMs) {
+  const prevIdle = process.env.MCP_SESSION_IDLE_MS;
+  process.env.MCP_SESSION_IDLE_MS = String(idleMs);
+  mock.timers.enable({ apis: ["setInterval", "Date"] });
+  return () => {
+    mock.timers.reset();
+    if (prevIdle === undefined) delete process.env.MCP_SESSION_IDLE_MS;
+    else process.env.MCP_SESSION_IDLE_MS = prevIdle;
+  };
+}
+
+test("idle session is evicted by the sweep; an active session is retained", async () => {
+  // A small TTL: idle longer than 1s triggers eviction. Both sessions start at
+  // clock 0; we keep one fresh (touch it just before the sweep) and leave the
+  // other idle, then fire ONE sweep exactly on its boundary.
+  const idleMs = 1000;
+  const restore = withMockedTimers(idleMs);
+
+  const { createMcpHttpHandler } = await import("../../build/http.js");
+  const handler = createMcpHttpHandler(() => ({
+    apiUrl: "http://127.0.0.1:3000/api",
+    getToken: async () => "t",
+  }));
+
+  const lb = await startLoopback(handler);
+  try {
+    // T0 (clock 0): establish both sessions; lastSeen(A) = lastSeen(B) = 0.
+    const a = await lb.call({}, INIT_BODY);
+    const b = await lb.call({}, INIT_BODY);
+    assert.ok(a.sessionId, "session A must get an mcp-session-id");
+    assert.ok(b.sessionId, "session B must get an mcp-session-id");
+    assert.notEqual(a.sessionId, b.sessionId, "distinct sessions");
+
+    // Advance to just before the first sweep boundary (SWEEP - 1ms): no sweep
+    // fires yet (boundary not reached). lastSeen(A) stays 0.
+    mock.timers.tick(SWEEP_MS - 1);
+    // Touch ONLY B here, refreshing lastSeen(B) to SWEEP-1 (active); A is left
+    // idle since clock 0.
+    const touchB = await lb.call(
+      { "mcp-session-id": b.sessionId },
+      { jsonrpc: "2.0", method: "ping", id: 5 },
+    );
+    assert.notEqual(touchB.statusCode, 400, "B alive right before the sweep");
+
+    // Land EXACTLY on the sweep boundary (clock = SWEEP). Inside the sweep
+    // Date.now() == SWEEP, so:
+    //   idle(A) = SWEEP - 0       = SWEEP   > TTL(1s)  -> A EVICTED
+    //   idle(B) = SWEEP - (SWEEP-1) = 1ms   < TTL(1s)  -> B RETAINED
+    mock.timers.tick(1);
+    await settle();
+
+    // OBSERVABLE EFFECT 1 — A evicted: replaying its session id on a non-init
+    // request is now treated as unknown (400, no valid session).
+    const aAfter = await lb.call(
+      { "mcp-session-id": a.sessionId },
+      { jsonrpc: "2.0", method: "ping", id: 10 },
+    );
+    assert.equal(aAfter.statusCode, 400, "evicted session id is unknown -> 400");
+    assert.match(aAfter.body, /no valid session ID/);
+
+    // OBSERVABLE EFFECT 2 — B retained: a subsequent request on its session id
+    // is routed to the live transport, NOT rejected as an unknown session.
+    const bAfter = await lb.call(
+      { "mcp-session-id": b.sessionId },
+      { jsonrpc: "2.0", method: "ping", id: 11 },
+    );
+    assert.notEqual(
+      bAfter.statusCode,
+      400,
+      "active session must survive the sweep (not 400)",
+    );
+  } finally {
+    await lb.close();
+    restore();
+  }
+});
+
+test("a session left idle past the TTL is dropped so its id becomes unknown", async () => {
+  // Simplest single-session eviction: establish a session, let it go idle past
+  // the TTL, fire the sweep on its boundary, and confirm its id is now unknown
+  // (400). Pins the core "lastSeen older than TTL -> closed and dropped" path.
+  const idleMs = 1000;
+  const restore = withMockedTimers(idleMs);
+
+  const { createMcpHttpHandler } = await import("../../build/http.js");
+  const handler = createMcpHttpHandler(() => ({
+    apiUrl: "http://127.0.0.1:3000/api",
+    getToken: async () => "t",
+  }));
+
+  const lb = await startLoopback(handler);
+  try {
+    const s = await lb.call({}, INIT_BODY);
+    assert.ok(s.sessionId, "session must get an mcp-session-id");
+
+    // Fire the first sweep exactly on its boundary: Date.now() == SWEEP, idle =
+    // SWEEP - 0 = SWEEP > TTL, so the untouched session is evicted.
+    mock.timers.tick(SWEEP_MS);
+    await settle();
+
+    const after = await lb.call(
+      { "mcp-session-id": s.sessionId },
+      { jsonrpc: "2.0", method: "ping", id: 30 },
+    );
+    assert.equal(after.statusCode, 400, "idle session id is unknown -> 400");
+    assert.match(after.body, /no valid session ID/);
+  } finally {
+    await lb.close();
+    restore();
+  }
+});
+
+test("activity refreshes lastSeen so a busy session is never evicted", async () => {
+  // A session kept busy (a request just before the sweep) refreshes its
+  // lastSeen, so even though it was created long ago the sweep must not evict
+  // it. Pins the "routing to an existing transport refreshes its idle
+  // timestamp" branch of http.ts.
+  const idleMs = 1000;
+  const restore = withMockedTimers(idleMs);
+
+  const { createMcpHttpHandler } = await import("../../build/http.js");
+  const handler = createMcpHttpHandler(() => ({
+    apiUrl: "http://127.0.0.1:3000/api",
+    getToken: async () => "t",
+  }));
+
+  const lb = await startLoopback(handler);
+  try {
+    const s = await lb.call({}, INIT_BODY);
+    assert.ok(s.sessionId, "session must get an mcp-session-id");
+
+    // Age to just before the sweep boundary, then touch the session so its
+    // lastSeen is refreshed to SWEEP-1 (well within the TTL of the imminent
+    // sweep).
+    mock.timers.tick(SWEEP_MS - 1);
+    const touch = await lb.call(
+      { "mcp-session-id": s.sessionId },
+      { jsonrpc: "2.0", method: "ping", id: 40 },
+    );
+    assert.notEqual(touch.statusCode, 400, "session still alive before sweep");
+
+    // Land exactly on the sweep boundary: idle = SWEEP - (SWEEP-1) = 1ms < TTL,
+    // so the busy session is retained.
+    mock.timers.tick(1);
+    await settle();
+
+    const after = await lb.call(
+      { "mcp-session-id": s.sessionId },
+      { jsonrpc: "2.0", method: "ping", id: 41 },
+    );
+    assert.notEqual(
+      after.statusCode,
+      400,
+      "a session touched just before the sweep must not be evicted",
+    );
+  } finally {
+    await lb.close();
+    restore();
+  }
+});