Embed another page's LIVE content into a host page (it updates when the source
changes, not a static copy). A page can be flagged a template for discovery in
the picker; any accessible page can be embedded.
Server:
- migrations: pages.is_template (+ partial index) and page_template_references
(whole-page back-refs); db.d.ts/entity types hand-merged (db.d.ts is curated).
- POST /pages/toggle-template (CASL Edit) flips is_template; is_template is
returned by findById + the sidebar tree select so the tree menu label
reflects state. Search suggestions gain an onlyTemplates filter for the picker.
- POST /pages/template/lookup ({sourcePageIds[]}, <=50): returns each accessible
source's {title, icon, slugId, content, sourceUpdatedAt} with comment marks
stripped (same access path as transclusion: filterViewerAccessiblePageIds;
inaccessible -> no_access, missing -> not_found; error path -> not_found, never
raw content).
- reference sync (collectPageEmbedsFromPmJson + syncPageTemplateReferences) on
the Yjs save hook; duplicatePage remaps pageEmbed.sourcePageId + inserts refs.
Known MVP gap: REST content updates don't resync refs (lookup uses in-doc ids).
Client:
- pageEmbed node (editor-ext, registered in BOTH client + server schemas);
read-only NodeView with a batching lookup; '/Embed page' slash + template
picker (self-embed prevented); 'Make/Unset template' in the tree node menu.
- Cycle guard: an ancestry-chain context + depth cap (5) render a 'circular
embed' placeholder instead of recursing.
- Public shares show a placeholder (no public lookup in MVP).
MVP excludes (follow-ups): public-share lookup, unsync->static copy, server-side
expansion for export/RAG, MCP schema mirror, point-in-time snapshots.
Implements docs/page-templates-plan.md (MVP, variant A).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Reusable, workspace-shared agent roles for the built-in AI chat. A role is
a named persona (system-prompt instructions) + optional model override; a
chat is bound to a role at creation and applies it every turn.
Backend:
- migration 20260620T120000: ai_agent_roles table + ai_chats.role_id
(FK ON DELETE SET NULL); hand-merged types into db.d.ts/entity.types.ts
(db.d.ts is hand-curated here, full codegen would clobber it).
- core/ai-chat/roles: CRUD module. list = any workspace member; create/
update/delete = admin (Manage Settings ability, like ai-settings/mcp).
All repo queries scoped by workspace_id; soft-delete (deleted_at).
- buildSystemPrompt gains roleInstructions: role REPLACES the persona base
(admin prompt / DEFAULT_PROMPT) but SAFETY_FRAMEWORK + context are always
still appended.
- stream(): role resolved from ai_chats.role_id for existing chats (never
the request body -> no per-turn role swap); body.roleId only on creation.
Disabled (enabled=false) and soft-deleted roles fall back to universal.
- getChatModel(workspaceId, override): role model_config can swap model id /
driver; a driver without configured creds throws 503 with a clear message
naming the driver+role, resolved BEFORE response hijack.
Client:
- new-chat role picker (enabled roles only, default Universal assistant),
roleId sent only on the first message; role badge (emoji+name) in the chat
header and conversation list; admin Agent-roles management section in
Settings -> AI (add/edit/delete, MCP-form pattern).
Tests: ai-chat.prompt.spec (role layering + safety always present, incl.
jailbreak); ai.service.spec (override on unconfigured driver -> 503).
Implements docs/ai-agent-roles-plan.md.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- openai provider: use .chat() (Chat Completions) instead of the default callable
(Responses API), which gateways reject on multi-turn -> 400.
- updateAiProviderSettings: assemble settings.ai.provider via jsonb_build_object
with ::text-cast bound params + jsonb_typeof self-heal (postgres.js was
double-encoding it into an array; the ::text cast avoids 'could not determine
data type of parameter').
- chat agent: drop the hard maxOutputTokens cap (truncated complex tool calls);
keep a tiny cap only on the test-connection ping.
- testConnection + chat stream: surface the real provider error (statusCode+message)
to logs and the UI instead of generic masks; never log the API key.
- chat UI: typing indicator, incremental streaming render, tool 'running' status, Stop.
Also bundled (prior uncommitted ai-chat work):
- history 'AI agent' provenance badge; vector RAG (pgvector image + page_embeddings
+ AI_QUEUE indexer + space-scoped semanticSearch); external MCP servers backend
(@ai-sdk/mcp client, SSRF IP-pinning, encrypted headers, admin CRUD/Test);
yjs duplicate-instance fix via pnpm patch (single CJS instance server-side).
WIP checkpoint of the gitmost AI-chat backend (plan stages A + B1 + B3a).
The agent acts under the requesting user's JWT (Docmost CASL enforces page
access); the external service-account /mcp endpoint is untouched.
LLM provider config (A2-A4):
- integrations/crypto: AES-256-GCM SecretBoxService (key derived from APP_SECRET,
per-record salt/iv; clear error on rotation instead of crashing).
- ai_provider_credentials table/repo/types: encrypted API key stored outside
workspace settings/baseFields, write-only (never returned by any endpoint).
- integrations/ai: per-workspace AI SDK v6 provider driver (openai/gemini/ollama),
admin-gated GET(masked)/PATCH(write-only key)/Test endpoints; settings.ai.provider
holds non-secret config incl. systemPrompt. Removed unused AI_* env getters (DB is
the single source of truth).
Chat module (A1, A5-A8):
- ai_chats/ai_chat_messages repos (workspace-scoped, soft-delete, tsv never selected).
- core/ai-chat: CRUD + POST /ai-chat/stream (Fastify hijack + AI SDK v6
pipeUIMessageStreamToResponse, abort on disconnect, persist user/assistant msgs).
- Agent loop: streamText + stepCountIs(8); read tools searchPages/getPage via a
per-request DocmostClient over loopback REST under the user's minted access token.
- Gate settings.ai.chat (+ 503 when provider unconfigured); buildSystemPrompt with a
non-removable safety/anti-prompt-injection framework. Per-user rate limit.
Per-user auth (B1):
- @docmost/mcp DocmostClient gains an additive getToken variant (carry a user JWT,
re-fetch on 401) and exports DocmostClient; the email/password service-account path
(external /mcp, stdio) is unchanged.
Agent-edit provenance backbone (B3a):
- Migration: pages/page_history (last_updated_source, last_updated_ai_chat_id) and
comments (created_source, ai_chat_id, resolved_source).
- Signed actor/aiChatId claim in the collab token; onAuthenticate propagates it,
onStoreDocument writes it with a sticky agent marker, saveHistory copies it.
Migrations auto-run on boot (additive). Write tools, frontend, RAG and external MCP
servers are not in this checkpoint.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
* stripe init
git submodules for enterprise modules
* * Cloud billing UI - WIP
* Proxy websockets in dev mode
* Separate workspace login and creation for cloud
* Other fixes
* feat: billing (cloud)
* * add domain service
* prepare links from workspace hostname
* WIP
* Add exchange token generation
* Validate JWT token type during verification
* domain service
* add SkipTransform decorator
* * updates (server)
* add new packages
* new sso migration file
* WIP
* Fix hostname generation
* WIP
* WIP
* Reduce input error font-size
* set max password length
* jwt package
* license page - WIP
* * License management UI
* Move license key store to db
* add reflector
* SSO enforcement
* * Add default plan
* Add usePlan hook
* * Fix auth container margin in mobile
* Redirect login and home to select page in cloud
* update .gitignore
* Default to yearly
* * Trial messaging
* Handle ended trials
* Don't set to readonly on collab disconnect (Cloud)
* Refine trial (UI)
* Fix bug caused by using jotai optics atom in AppHeader component
* configurable database maximum pool
* Close SSO form on save
* wip
* sync
* Only show sign-in in cloud
* exclude base api part from workspaceId check
* close db connection beforeApplicationShutdown
* Add health/live endpoint
* clear cookie on hostname change
* reset currentUser atom
* Change text
* return 401 if workspace does not match
* feat: show user workspace list in cloud login page
* sync
* Add home path
* Prefetch to speed up queries
* * Add robots.txt
* Disallow login and forgot password routes
* wildcard user-agent
* Fix space query cache
* fix
* fix
* use space uuid for recent pages
* prefetch billing plans
* enhance license page
* sync
* Work on mentions
* fix: properly parse page slug
* fix editor suggestion bugs
* mentions must start with whitespace
* add icon to page mention render
* feat: backlinks - WIP
* UI - WIP
* permissions check
* use FTS for page suggestion
* cleanup
* WIP
* page title fallback
* feat: handle internal link paste
* link styling
* WIP
* Switch back to LIKE operator for search suggestion
* WIP
* scope to workspaceId
* still create link for pages not found
* select necessary columns
* cleanups
* integrate websocket redis adapter
* use APP_SECRET for jwt signing
* auto migrate database on startup in production
* add updatedAt to update db operations
* create enterprise ee package directory
* fix comment editor focus
* other fixes
