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.
The default system prompt introduced the assistant as embedded in
"Docmost". Update DEFAULT_PROMPT to say "Gitmost" so the agent
presents itself with the correct product name.
Editing an existing comment's text is irreversible (not version-tracked),
which breaks the agent's "only reversible operations" invariant. Remove the
updateComment tool that was added in the toolset-expansion change, leaving the
agent at 40 tools (comments: create/resolve only).
- Remove the updateComment tool from forUser().
- Remove updateComment from the DocmostClientLike interface.
- Reword SAFETY_FRAMEWORK: comments are create/resolve only; drop the
comment-text-edit exception (keep the public-sharing one); keep the
no-permanent-deletion guarantee and anti-prompt-injection rules.
- Tests: assert updateComment is NOT exposed (mirrors the deleteComment guard).
- docs(ai-agent-chat-plan): move updateComment to the "not exposed" list.
Grow the agent tool registry in forUser() from 10 to 41 tools, wiring all
remaining @docmost/mcp client capabilities: reads (workspace/spaces/pages/
sidebar/outline/json/node/table/comments/shares/history/diff/export) and
reversible writes (editPageText, patch/insert/delete node, updatePageJson,
table ops, copy/import content, share/unshare, restorePageVersion,
updateComment, transformPage).
Deliberately NOT exposed: deleteComment (irreversible hard delete) and the
filePath-based image tools (uploadImage/insertImage/replaceImage — useless
and unsafe for a server-side agent). transformPage omits the deleteComments
option from its schema and never passes it, so the comment-deletion path is
unreachable from the agent.
- Extend DocmostClientLike with the new method signatures.
- Update SAFETY_FRAMEWORK to describe the broader toolset while keeping the
no-permanent-deletion guarantee and anti-prompt-injection rules; flag that
comment-text edits are not version-tracked and sharing is public.
- Add guardrail tests: no deleteComment tool; transformPage schema rejects
deleteComments.
- docs(ai-agent-chat-plan): record the toolset expansion and a backlog item
to support image insertion by URL via the existing SSRF guard.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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).
- Add reversible write tools to the per-user agent toolset (page create/update/
move/soft-delete; comment reply + resolve), exposed under the user's JWT and
enforced by Docmost CASL; no permanent/force delete (D3).
- Non-spoofable agent provenance: sign actor/aiChatId into the access and collab
tokens (TokenService), propagate via jwt.strategy onto the request, and set
pages.last_updated_source/last_updated_ai_chat_id on REST create/update/move and
comments.created_source/resolved_source/ai_chat_id.
- packages/mcp: add an optional getCollabToken provider (content-edit provenance)
and guard against empty tokens; service-account /mcp path unchanged.
Frontend:
- Admin 'AI / Models' settings section: provider/model/embedding/base URL, a
write-only API key field, system prompt, and Test connection.
- AI chat panel (useChat + DefaultChatTransport): conversation list, streamed
messages, tool-call action log and page citations; header entry point gated on
settings.ai.chat.
Compile-verified (server nest build + client tsc/vite); not yet live-tested.
Known gaps: history 'AI agent' badge (C3), vector RAG (D), external MCP (E);
chat tool-card citation links pending a fix.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
