Addresses review on PR #227.
- setAlias confirmed-reassign branch: DELETE the target page's existing
alias row(s) BEFORE retargeting `byName` onto the page, instead of after.
The new partial unique index `(workspace_id, page_id)` is non-deferrable
and checked at each statement, so retargeting first momentarily left two
rows for the page -> immediate 23505 -> rolled-back tx surfaced as a
misleading "Alias already taken" (regressing a previously-working swap onto
a page that already had its own alias). The reordered branch needs no
trailing self-heal. JSDoc updated to describe the real ordering.
- catch block: the postgres@3.x driver exposes the violated index as
`err.constraint_name` (with `.constraint` as a fallback). Map
`share_aliases_workspace_id_alias_unique` -> "Alias already taken" and the
new `share_aliases_workspace_id_page_id_unique` -> a distinct ALIAS_PAGE_RACE
outcome (a concurrent same-page write, not a name clash). Always log the
constraint name on any 23505 so the race is diagnosable.
- migration 20260627T120000: document that the dedup DELETE is intended,
irreversible data loss (old duplicate `/l/<old>` links start 404ing after
upgrade; `down()` cannot restore the rows). Same note added to CHANGELOG
[Unreleased] Fixed.
Tests:
- integration: confirmed reassign onto a page that ALREADY has its own alias
(RED before the reorder); migration up() dedup scoping across pages and a
second workspace; mid-transaction error -> BadRequest with clean rollback.
- unit: constraint_name distinguishing (alias index, page_id index, fallback
`.constraint`, no-info default) and non-unique error -> BadRequest; retarget
test now asserts delete-before-update order.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Editing an existing share alias (e.g. slug `te` -> `ted`) failed to update
the displayed `/l/<alias>` link: `setAlias()` looked the requested slug up by
name and, if free, INSERTed a brand-new row, leaving the page with multiple
alias rows. The modal then read via `findByPageId().executeTakeFirst()` with no
`ORDER BY`, so Postgres returned an arbitrary (in practice the oldest, stale)
row. Every edit also spawned an orphan row that kept a live `/l/<old>` link
forever. Regression of #205.
Enforce the invariant "a page has EXACTLY ONE custom address":
- `setAlias()` now resolves the page's current alias row and RENAMES it in
place when the requested name is free (insert only when the page has none),
keeps the same-name no-op and the cross-page 409 `ALIAS_REASSIGN_REQUIRED`
+ confirmed-retarget flow, and after any successful write DELETEs all other
alias rows for the page (self-heal). Runs in one transaction so the page is
never transiently empty or duplicated.
- repo: add `updateAlias` (rename) and `deleteOthersForPage`; make
`findByPageId` deterministic with `ORDER BY created_at DESC, id DESC`.
- migration: dedup existing rows (keep newest per page) + a PARTIAL unique
index `(workspace_id, page_id) WHERE page_id IS NOT NULL` so dangling
aliases still coexist while live ones are one-per-page.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Item 1 (concurrency-safe import): add a partial UNIQUE index on
(workspace_id, source->>'slug', source->>'language') WHERE source IS NOT NULL
AND deleted_at IS NULL, so two concurrent imports of the same bundle can no
longer create duplicate roles for one catalog slug+language. The in-memory
installedKeys snapshot cannot see a sibling request's writes; the index is the
backstop. importFromCatalog now catches the 23505 from THIS index (keyed off
the constraint name) and treats it as "already installed" -> skip, batch
continues. A 23505 from the name-uniqueness index keeps its existing friendly
per-role error behavior (distinguished by constraint name; an indeterminate
23505 falls back to that path, so no regression).
Item 2 (single source validator): strengthen parseSource into THE single form
validator for the source jsonb column -> returns a fully-valid RoleSource | null
(slug/language non-empty strings, version a number). The service's weaker
roleSource is removed and both layers share the RoleSource type (defined in the
db entity.types module both already import AiAgentRole from, so no import
cycle). normalizeRow / the read path now only ever yield a valid RoleSource or
null; a malformed stored source normalizes to null (tolerated by the service).
Tests: parseSource null for {} / {slug:123} / {slug:'a'} / empty-string keys /
string version, typed value for a full valid shape; service test that a
source-uniqueness 23505 is skipped (not errored) and the batch continues.
Verified the partial index rejects a duplicate source-not-null row but allows
two source-NULL rows, and the migration up/down run cleanly.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Rename catalog-source migration 20260626T120000 -> T150000 so it sorts
after develop's latest migration (T140000-page-temporary-notes); the old
timestamp predated ai-chat-message-status/share-aliases and tripped
Kysely's #ensureMigrationsInOrder, aborting server boot.
- Provider: inject a Nest Logger and log the real cause (incl. response
status) in the parseJson / readLocal / fetchRemote catch blocks, and
propagate a useful cause into the BadGatewayException message; add a
shortError helper (robust to jest's realm-shifted Error-likes).
- Provider: replace the manual Uint8Array assembly with
Buffer.concat(chunks).toString('utf8'); keep the streaming size cap.
- Controller spec: add admin-gate coverage for the 4 catalog routes
(catalog/catalogBundle/import/updateFromCatalog) - non-admin Forbidden +
service untouched, admin delegates with the right args.
- Service spec: add getCatalog/getCatalogBundle tests covering the
localized() three-tier fallback, the sorted language union, the
missing-bundle BadGateway, and the role-version default.
- Provider spec: add remote fetch-rejects and non-ok (503) error branches.
- Service: drop the dead Date.now() tail in freeName (now an explicit
unreachable throw) and extract a shared isUniqueViolation() predicate.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Admins can browse a curated catalog of agent roles, import roles/bundles
into a workspace, and update an imported role when the catalog ships a
newer version.
Catalog: a set of JSON files (index.json manifest + bundles/<id>/<lang>.json)
served from a local folder (dev) or a remote http(s) base URL via
AI_AGENT_ROLES_CATALOG_URL. Seeded with the existing 7 RU roles (editorial +
research bundles) plus EN translations.
Server:
- migration: nullable jsonb `source` column on ai_agent_roles
({ slug, language, version }; null => manually created)
- catalog provider: remote fetch with timeout + streaming size cap, or local
read; ^[a-z0-9-]+$ segment guard against path-traversal/SSRF
- admin endpoints: catalog, catalog/bundle, import, update-from-catalog
- import/update match by slug+language; update preserves `enabled`
Client:
- catalog modal with language selector and Import/Installed/Update states
- "Import from catalog" button + empty-state CTA in the roles settings panel
- en-US/ru-RU strings
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
develop merged 20260626T130000-share-aliases; rename this PR's migration to
20260626T140000 so the two no longer share a timestamp prefix.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Must-fix:
- CHANGELOG: add [Unreleased]/Added entry for temporary notes (#201).
- temporary-note-cleanup: re-check temporary_expires_at at deletion time so a
concurrent "Make permanent" (sets it NULL) between the batch SELECT and the
per-row removePage wins the race and the note is not trashed. Add unit tests
for the make-permanent and already-trashed race windows.
Non-blocking review items:
- temporary-note-cleanup: cap the sweep batch (LIMIT 500) so a large backlog is
not loaded into memory; remainder drains on the next hourly run.
- client: extract duplicated post-toggle cache sync into
syncTemporaryExpiresInCache() shared by the header menu and the banner.
- Remove the tautological migration spec that mocked the whole Kysely builder.
- Tests: cover create() frozen temporaryExpiresAt (workspace override + NULL
default fallback + non-temporary skips lookup) and restorePage disarming the
timer (temporaryExpiresAt: null).
Deferred (forward-looking, non-blocking): extract
PageService.computeTemporaryExpiresAt() to dedupe the deadline formula and drop
the @InjectKysely from PageTemplateController; replace migration unit test with
a real Postgres up/down integration test.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
"Temporary notes" with a death timer: created via a dedicated hourglass button
in the space-tree header, a note auto-moves to Trash after a configurable X
hours (default 24) unless explicitly made permanent ("structure or die").
Reuses existing mechanisms, mirroring is_template and the trash-cleanup job:
- New nullable column pages.temporary_expires_at (NULL = permanent; non-NULL =
frozen deadline) + partial index for the sweep; workspace column
temporary_note_hours (default via DEFAULT_TEMPORARY_NOTE_HOURS = 24).
- create-page DTO `temporary` flag; the deadline is frozen at creation so later
setting changes never reschedule existing notes.
- POST /pages/toggle-temporary (mirror of toggle-template): arm/clear the timer,
CASL-guarded via validateCanEdit, cross-workspace NotFound defense-in-depth.
- TemporaryNoteCleanupService: hourly @Interval sweep that soft-deletes expired
notes through the exact PageRepo.removePage path (recursive over children,
emits PAGE_SOFT_DELETED), attributed to the creator; idempotent via
deletedAt IS NULL filters.
- restorePage clears temporary_expires_at so a restored note can't be re-trashed.
- Workspace setting temporary_note_hours (audit-tracked) + a hours editor in
workspace General settings.
- Client: second create button, orange tree icon, tree + page-header menu toggle
("Make temporary"/"Make permanent"), an open-note banner with a rescue action,
and en/ru i18n.
Tests (unit): toggle-temporary controller (toggle/explicit/permission/cross-ws +
DTO validation), cleanup-job sweep (selection filters, per-note removePage,
error isolation), and a migration up/down sanity. Server tsc, client tsc -b,
and the page+workspace jest suites are green.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The #205 share-aliases feature placed share-aliases.migration.spec.ts
inside src/database/migrations/. Kysely's FileMigrationProvider loads
EVERY file in that folder as a migration, so `migration:latest` imported
the test file and crashed with "ReferenceError: describe is not defined"
(no Jest globals under tsx). That broke the migration step shared by the
e2e-server, e2e-mcp and integration-test (test/test) jobs.
Move the spec one level up to src/database/ (matching the existing
src/database/jsonb-bind.spec.ts convention) so the migration runner no
longer sees it, and fix its relative imports
(./migrations/... and ./types/...). Jest still picks it up via the
src/**/*.spec.ts test glob. Verified locally: 3 passed.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Add the two blocking test-coverage specs requested in the PR #214 review and
clear the cheap non-blocking items.
Must-fix:
- share-alias-redirect.controller.spec.ts: routing/leak guard for the public
GET /l/:alias resolver (modeled on share-seo.controller.routing.spec). Pins
302-to-canonical on a hit; SPA index without a 302 for unknown/dangling/
unreadable aliases and a null workspace (no name-existence leak); defensive
percent-decoding treated as unknown; self-hosted findFirst vs subdomain
findByHostname workspace resolution; 404 when no built client index exists.
- share-alias.controller.spec.ts: authz gates with mocked PageRepo/ShareService/
ShareAliasService/PageAccessService. Covers cross-workspace/nonexistent page
-> NotFoundException, validateCanEdit, resolveReadableSharePage null ->
BadRequestException, isSharingAllowed false -> ForbiddenException, set happy
path delegation, remove() of a dangling alias (pageId null) skipping
validateCanEdit but still deleting, and for-page validateCanView.
Cheap review items:
- Remove dead Logger import/field from ShareAliasRedirectController.
- Remove dead PagePermissionRepo import/dependency from ShareAliasController.
- Register the new share-alias UI strings in en-US and ru-RU catalogs.
- Add an [Unreleased]/Added CHANGELOG entry for /l/:alias (#205).
- Drop the tautological boilerplate assertions from the migration spec
(exports up/down; runtime checks of typed entity literals).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Add a retargetable, human-readable vanity link namespace /l/<alias> that
sits alongside the untouched /share/... routes.
- New share_aliases table (workspace-scoped, UNIQUE(workspace_id, alias),
page_id nullable ON DELETE SET NULL so the address outlives its target).
- ShareAliasRepo + ShareAliasService (create / no-op / 409 reassign guard /
availability / request-time readable-target resolution through the single
existing share boundary).
- Public ShareAliasRedirectController (GET /l/:alias) issues a 302 (never 301,
the target is mutable) to the canonical /share/:key/p/:slug page; unknown /
dangling / no-longer-readable aliases serve the SPA index with no leak.
'l/:alias' excluded from the global /api prefix.
- Authenticated ShareAliasController (set/remove/availability/for-page).
- Shared ASCII-only normalize/validate util (server + client copies).
- Client: Custom address block in the share modal (live normalize + debounced
availability + copy + reassign confirmation dialog).
- Unit tests: util, repo SQL-shape, service semantics, migration/entity sanity
(server jest) + client alias util (vitest).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Admins can now give each EXTERNAL MCP server a free-text instruction ("how/
when to use this server's tools") that the agent receives in its SYSTEM
PROMPT next to the tool descriptions — porting the built-in SERVER_INSTRUCTIONS
idea to admin-configured servers. Trusted, admin-authored text (like a system
prompt); NON-secret, so unlike headersEnc it IS returned in views/forms.
- Migration: nullable `instructions text` on ai_mcp_servers (old rows = null =
no guidance). Table type + repo insert/update (blank/whitespace -> null via
blankToNull). DTO `@MaxLength(4000)`. Service threads it through
McpServerView/toView.
- mcp-clients: `McpServerInstruction { serverName, toolPrefix, instructions }`
threaded through the toolset/cache/lease. Guidance is built ONLY for a server
that actually connected AND contributed >=1 callable tool (the allowlist may
filter all of them out) AND has non-blank text — so a guide never appears for
tools the agent cannot call. Cached with the toolset, so an edit is picked up
next turn via the existing CRUD cache invalidation.
- System prompt: `buildMcpToolingBlock` renders an <mcp_tooling> block INSIDE
the safety sandwich (after context, before the trailing SAFETY_FRAMEWORK) so
it informs tool choice but cannot override the rules; each section is headed
by the server's `prefix_*` namespace. Empty/blank -> block omitted. The
caller (ai-chat.service) now builds the external toolset BEFORE the prompt and
passes external.instructions; client-handle lifecycle (close-once) unchanged.
- Client: instructions field in types + a Textarea (autosize, maxLength 4000)
in the MCP-server form with a namespace-prefix hint; i18n (en/ru).
Tests across every layer (prompt block placement + both SAFETY copies; view
blank->null; buildEntry includes guidance only for connected+>=1-tool+non-blank;
DTO MaxLength; repo + integration round-trip; service wiring). Delegated impl
reviewed (APPROVE); applied the import-type follow-up.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The chat lived in inconsistent paradigms (in-memory stream + client export vs.
DB-as-context), which made export flaky and lost the assistant answer if the
process died mid-turn. Make the DB the single source of truth.
A. STEP-GRANULAR DURABILITY (server)
- ai_chat_messages gains a nullable `status` column (migration; NULL = legacy =
completed). The assistant row is now INSERTED UPFRONT as `status:'streaming'`
and UPDATEd on every onStepFinish with all finished steps (text + tool calls +
tool RESULTS), then finalized once to completed/error/aborted on the terminal
callback. So a process death mid-turn keeps every finished step; a startup
sweep (OnModuleInit → sweepStreaming) flips any dangling 'streaming' row to
'aborted'. The write path no longer depends on a live socket.
- Pure exported `flushAssistant(steps, inProgressText, status, extra?)` builds
the persist payload (metadata.parts byte-identical to the old builder), so a
future background worker can call the same path. AiChatMessageRepo gains
`update`, `sweepStreaming`, and `findAllByChat`.
- consumeStream drain, external-MCP client close-once, SSE heartbeat preserved.
B. SERVER-SIDE EXPORT
- New pure `chat-markdown.util.ts` renders Markdown from DB rows ONLY (server
port of the client builder). Because A persists the in-progress row, the
export now includes an interrupted turn up to its last finished step (flagged
"still generating"). `POST /ai-chat/export` (owner-gated via assertOwnedChat,
workspace-scoped) returns it; `lang` accepts a full client locale tag
('en-US'/'ru-RU') and is normalized server-side (normalizeLang) — a strict
@IsIn(['en','ru']) DTO rejected the real client's i18n.language with a 400,
caught in real-browser testing.
- Client: handleCopy calls the endpoint; `canExport = !!activeChatId`. The whole
liveThreadRef/liveStateRef/onLiveContentChange/hasLiveContent hybrid (and the
client chat-markdown util + test) is removed — the server is now authoritative.
Tests: flushAssistant unit (status shapes + parts parity), chat-markdown.util
unit (incl. legacy NULL-status + interrupted note + ru + normalizeLang locale
tags), controller export wiring + owner-gate, integration update/sweepStreaming.
Verified: server build + 318 ai-chat unit + 3 integration; client tsc + 157
ai-chat unit; and END-TO-END in a real browser — a chat turn persists mid-stream
and the Copy button exports the DB-sourced markdown (showing the in-progress
row), HTTP 200 after the locale fix.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Agent role cards always auto-sent a hardcoded "Take a look at the current
document" on pick. Make it configurable per role:
- autoStart (bool, default true): whether picking the role auto-sends a message.
- launchMessage (nullable text): the text sent on auto-start; empty -> the
built-in default. autoStart=false -> bind the role and send nothing (the user
types the first message, which still carries the roleId).
Existing roles default to autoStart=true / launchMessage=null => identical old
behavior.
Full-stack:
- migration 20260624T120000 adds `auto_start boolean NOT NULL DEFAULT true` +
`launch_message text` (additive; down drops both); db.d.ts updated by hand.
- DTO: autoStart (@IsBoolean) + launchMessage (trim @Transform, @MaxLength 2000).
- repo/service: thread + normalize (undefined=unchanged, ""=>null, autoStart??true).
Both fields exposed in the picker-view for ordinary members (they decide
whether/what to auto-send); instructions/modelConfig stay ADMIN-ONLY.
- client: IAiRole types, role form (Switch + Textarea, re-hydrated on edit),
handleRolePick branches on autoStart; i18n en-US + ru-RU.
Review follow-ups folded in: reset the `rolePickedNoSend` flag when the thread
returns to an empty role-less state (the "New chat after autoStart=false pick"
stuck-UI bug — render-phase one-shot reset); made create/update launchMessage
normalization symmetric (raw value, server normalizes ""→null).
Server: 68 role tests pass, tsc clean. Client: tsc clean, role tests pass.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Mark comments (and, via existing page provenance, pages) created under an
is_agent service account as authored by AI, derived from the SIGNED server
identity rather than any client field, and render the existing AI badge in
the comments sidebar.
Backend (B1):
- Add additive users.is_agent boolean (default false) migration; reflect in
the Users Kysely type, the user repo baseFields, and (via Selectable) the
User entity.
- jwt.strategy: derive req.raw.actor from user.isAgent (an is_agent account
stamps every write 'agent'); external MCP has no internal ai_chats row so
aiChatId stays null. Non-spoofable: a plain user cannot obtain
created_source='agent'.
- Loosen the provenance aiChatId type to string|null across token.service and
the JwtPayload/JwtCollabPayload claims (type-level only; the internal AI-chat
path still passes a real aiChatId).
Frontend (B2):
- Extend IComment with createdSource/aiChatId/resolvedSource (backend already
returns them via selectAll).
- Extract the local AiAgentBadge from history-item into a shared
components/ui/ai-agent-badge.tsx (clickable deep-link when aiChatId present,
plain label when null/absent); reuse it in history-item and render it in
comment-list-item next to the author name when createdSource==='agent'.
Tests: comment.service agent/null-aiChatId provenance, jwt.strategy provenance
derivation + anti-spoof, AiAgentBadge clickable/non-clickable branches, and
comment-list-item badge render/no-render.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Each chat row in the AI-chat history now shows a dimmed second line with
how long ago the chat was created and the document it was created in
("N ago / <document>", or "No document" when started outside a page).
Server:
- New migration: nullable ai_chats.page_id (FK pages.id, ON DELETE SET NULL).
- Capture the origin page at chat creation from the client-supplied openPage,
but validate it first: it must be a real page in the same workspace that the
user may read (PageAccessService.validateCanView), else null. This keeps the
"openPage.id is attacker-controllable but harmless" invariant - preventing a
cross-workspace/cross-space page-title leak and a post-hijack FK crash.
- findByCreator left-joins pages (scoped by workspace, defense-in-depth) and
returns pageTitle.
Client:
- IAiChat gains pageId/pageTitle; ConversationList renders a ChatMetaLine
(useTimeAgo + origin document) as a dimmed second line.
- Add i18n key "No document" (en-US, ru-RU).
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Follow-up fixes on the agent-roles feature:
- ai.service: a cross-driver override to the ollama driver (when the
workspace driver is not ollama) now fails with an explicit 503 instead
of silently reusing the workspace base URL, which belongs to a different
provider. Same-driver ollama and openai/gemini overrides are unchanged.
- migration: add a partial unique index on (workspace_id, name) WHERE
deleted_at IS NULL so role names are unique per workspace without
soft-deleted rows blocking re-creation; map Postgres 23505 to a 409
ConflictException on create/update.
- dto: validate the role id as @IsUUID instead of @IsString.
- roles list: do not expose instructions/modelConfig to non-admin members.
The list endpoint now returns a picker view (id/name/emoji/description/
enabled) to members and the full view only to admins (same gate as the
CRUD endpoints). Client IAiRole fields made optional accordingly.
Adds tests for the cross-driver-ollama throw, the 23505->409 mapping, and
the non-admin picker-view security invariant.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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>
Add push-to-talk voice dictation that transcribes recorded audio on the
server via the workspace's OpenAI-compatible AI provider (Whisper /
gpt-4o-transcribe / self-hosted whisper), then inserts the text.
Backend:
- New `stt_api_key_enc` column + migration; STT creds parity with chat/
embeddings (sttModel/sttBaseUrl/sttApiKey, write-only key, fallbacks to
chat baseUrl/key). Both provider whitelists updated (service + repo).
- AiService.getTranscriptionModel + AiTranscriptionService.
- Gated POST /ai-chat/transcribe (dictation flag → 403, JWT + workspace
scope + throttle, 25MB cap, MIME whitelist, never logs audio/key).
- New `settings.ai.dictation` workspace flag (DTO + service + audit).
Frontend:
- Wire up the Voice/STT settings card (model/base URL/key) and the
Voice-dictation toggle.
- New `features/dictation`: useDictation (MediaRecorder state machine),
MicButton, transcribe service; integrated into the chat composer and a
new editor-toolbar dictation group, both gated by ai.dictation.
Improve agent RAG quality with three changes, plus a roadmap doc for the rest.
- Indexer: prefix each chunk with its heading path ("Page > H1 > H2"), built by
walking the ProseMirror JSON (heading nodes) so a `#` inside a fenced code block
is never mistaken for a heading. Falls back to plain-text chunking on any error.
buildChunkRows: drop indexOf-against-source offsets (breadcrumb prefixes break
verbatim matching) for a cumulative cursor — offsets are provenance-only.
- Hybrid search: new migration adds a generated `fts` tsvector column + GIN index
to page_embeddings (same english+f_unaccent config as pages.tsv). New
PageEmbeddingRepo.hybridSearch fuses cosine + full-text rankings via Reciprocal
Rank Fusion (k=60, equal weights) in one SQL query at chunk granularity.
- Tools: collapse semanticSearch + searchPages into one hybrid `searchPages` tool
with a query-rewrite-oriented description; gracefully falls back to the REST
full-text path when embeddings are unconfigured. Access control (space scope +
page-permission post-filter) preserved. Add a query-rewrite hint to the default
system prompt.
- docs/rag-improvements-plan.md: record what shipped and the deferred backlog
(reranker, attachment indexing, eval harness, tuning).
Note: requires a corpus reindex to populate breadcrumbs on existing pages.
Per-workspace AI provider config previously shared a single base URL and
a single API key between the chat model and the embedding model. Add
dedicated, optional embedding endpoint/token that fall back to the chat
values when empty, preserving backward compatibility.
- db: new migration adds nullable `embedding_api_key_enc` to
`ai_provider_credentials`; chat key stays in `api_key_enc`
- repo: add `upsertEmbeddingKey` / `clearEmbeddingKey` (on-conflict
touches only its own column, so chat/embedding keys never overwrite)
- ai-settings.service: store non-secret `embeddingBaseUrl`; resolve()
applies fallback (embeddingBaseUrl || baseUrl; embedding key || chat
key); getMasked() exposes raw `embeddingBaseUrl` + `hasEmbeddingApiKey`,
never the key; update() handles the embedding key write-only
- ai.service: getEmbeddingModel() builds openai/gemini/ollama with the
embedding-specific URL/key; chat path unchanged
- client: new "Embedding base URL" and "Embedding API key" fields with
fallback hints and a clear-key action
Requires running the DB migration on deploy.
so the v6 hook stops re-creating its store every render on a new chat
(which wiped the optimistic user message + streamed deltas, so nothing
showed until the turn finished). Also send X-Accel-Buffering:no + flushHeaders.
- context: client sends the currently-open page {id,title}; the system prompt
tells the agent which page 'this page' refers to (it reads it via its
CASL-scoped getPage tool; id is prompt-context only, no server-side fetch).
- embeddings: make page_embeddings.embedding dimension-agnostic (drop the
HNSW index + ALTER to vector), remove the hard 1536 guard, filter search by
model_dimensions — so 3072-dim (and any) models index instead of being
skipped. Seq-scan <=> search (wiki scale); existing pages reindex on next edit.
- 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>
* feat: implement SSO group synchronization for SAML and OIDC
- Add group_sync column to auth_providers table
- Extract groups from SAML attributes (memberOf, groups, roles)
- Extract groups from OIDC claims (groups, roles)
- Implement case-insensitive group matching with auto-creation
- Sync user groups on each SSO login
- Ensure only one provider can have group sync enabled at a time
- Add group sync toggle to SAML and OIDC configuration forms
* rename column
- Add PostgreSQL unaccent and pg_trgm extensions
- Create immutable f_unaccent wrapper function for performance
- Update all search queries to use f_unaccent for accent-insensitive matching
- Add 1MB limit to tsvector content to prevent errors on large documents
- Update full-text search trigger to use f_unaccent
- Fix MultiSelect client-side filtering to show server results properly
claude code agent 227
vvzvlad
Philip Okugbe