Merge develop for the 0.93.0 release

Reviewed-on: #110

.env.example

@@ -2,6 +2,38 @@
 APP_URL=http://localhost:3000
 PORT=3000
 
+# --- Security / reverse proxy ---
+# The app derives the client IP (req.ip) from the `X-Forwarded-For` header via
+# Fastify `trustProxy`. That header is client-forgeable, so XFF is trusted only
+# from proxies on the configured trusted networks. Deploy this app behind a
+# trusted reverse proxy that SETS/OVERWRITES (not appends) `X-Forwarded-For`
+# with the real client IP. If XFF is trusted from an untrusted source, any
+# per-IP throttling — including the /mcp Basic brute-force limiter — can be
+# bypassed by an attacker who simply spoofs `X-Forwarded-For` to rotate IPs.
+# (The /mcp limiter keeps a global per-email key as an IP-independent backstop,
+# but the per-IP and per-IP+email keys rely on a trustworthy X-Forwarded-For.)
+#
+# TRUST_PROXY controls which proxies are trusted to set X-Forwarded-For.
+# Default (unset/empty): `loopback, linklocal, uniquelocal` — XFF is trusted
+# ONLY from private/loopback proxies, so a public-IP client cannot spoof req.ip.
+# This is the safe default for the common case where the reverse proxy runs on
+# loopback or a private network; req.ip still resolves to the real client.
+# WARNING: this changed the previous default of trust-all. If your reverse proxy
+# sits on a PUBLIC IP, the default will NOT trust its XFF and req.ip will be the
+# proxy's IP — set TRUST_PROXY accordingly. Accepted values:
+#   - true   restore trust-all (ONLY safe if a trusted proxy ALWAYS overwrites
+#            X-Forwarded-For; otherwise clients can spoof their IP)
+#   - false  never trust X-Forwarded-For (req.ip is the socket peer)
+#   - <int>  number of trusted proxy hops in front of the app
+#   - <list> comma-separated CIDR/IP list of trusted proxies, e.g.
+#            `127.0.0.1, 10.0.0.0/8`
+# TRUST_PROXY=
+
+# APP_SECRET has a DUAL role: it signs JWTs AND derives the AES-256-GCM key that
+# encrypts stored AI-provider credentials (API keys) at rest. CONSEQUENCE: if you
+# change APP_SECRET after setup, every stored AI API key becomes undecryptable —
+# you must re-enter them in AI settings — and all existing sessions/JWTs are
+# invalidated. Choose it ONCE, keep it stable, and back it up alongside your DB.
 # minimum of 32 characters. Generate one with: openssl rand -hex 32
 APP_SECRET=REPLACE_WITH_LONG_SECRET
 
@@ -69,15 +101,55 @@ DEBUG_DB=false
 # Log http requests
 LOG_HTTP=false
 
-# MCP server (community): service account the embedded MCP uses to talk to this Docmost instance
+# MCP server (community): the embedded /mcp endpoint authenticates PER USER.
+# An MCP client authenticates with one of:
+#   - HTTP Basic: `Authorization: Basic base64(email:password)` — the user's own
+#     Docmost login/password. The server validates the credentials and the MCP
+#     session then acts under that user's permissions (edits attributed to them).
+#   - Bearer access JWT: `Authorization: Bearer <access-jwt>` (the user's
+#     `authToken` cookie value). Validated as an ACCESS token.
+#
+# OPTIONAL service-account fallback. When a request carries NEITHER Basic NOR
+# Bearer credentials and these are set, the MCP session falls back to this
+# shared service account (back-compat; useful for CI/scripts). Leave BLANK to
+# require per-user credentials.
 MCP_DOCMOST_EMAIL=
 MCP_DOCMOST_PASSWORD=
 # MCP_DOCMOST_API_URL=http://127.0.0.1:3000/api
-# Optional bearer token to protect the /mcp endpoint. If unset, /mcp relies on
-# the workspace MCP toggle and network isolation (do not expose the port publicly).
+# Optional shared guard for the /mcp endpoint. When set, every /mcp request must
+# carry a matching `X-MCP-Token` header (separate from `Authorization`, which now
+# carries the per-user credentials). When unset, /mcp relies on the per-user
+# credentials above plus the workspace MCP toggle and network isolation (do not
+# expose the port publicly).
 # MCP_TOKEN=
 # MCP_SESSION_IDLE_MS=1800000
 
 # Per-embedding-call timeout in milliseconds for the RAG indexer.
 # A slow/hung embeddings endpoint fails after this and the batch continues.
 # AI_EMBEDDING_TIMEOUT_MS=120000
+
+# --- Anonymous public-share AI assistant ---
+# Opt-in per workspace (AI settings -> "public share assistant"; off by default).
+# When enabled, anonymous visitors of a published share can ask an AI about that
+# share at POST /api/shares/ai/stream. The assistant is read-only and hard-scoped
+# to the single share tree, but every call spends real tokens on the workspace
+# owner's configured AI provider.
+#
+# DEPLOYMENT REQUIREMENT: the per-IP rate limit on this endpoint is only
+# effective behind a trusted reverse proxy that OVERWRITES (not appends)
+# X-Forwarded-For with the real client IP. The app runs with trustProxy, so
+# without such a proxy an attacker can rotate X-Forwarded-For to evade the
+# per-IP limit. Put this endpoint (and the app) behind a proxy you control that
+# sets X-Forwarded-For to the real client IP.
+#
+# Backstop: a cluster-wide, sliding-window cap per workspace (IP-independent,
+# keyed by the server-resolved workspace id) bounds the owner's bill even if the
+# per-IP limit is fully evaded. It is a COST backstop, not an access control, and
+# FAILS CLOSED if Redis is unavailable (an optional assistant briefly going
+# offline is safer than an unbounded bill). Override the hourly cap below
+# (default: 300 calls per workspace per rolling hour).
+# SHARE_AI_WORKSPACE_MAX_PER_HOUR=300
+#
+# Per-request output-token ceiling for the anonymous assistant (default: 512).
+# Worst-case output per accepted call = agent steps (5) × this value.
+# SHARE_AI_MAX_OUTPUT_TOKENS=512

.github/workflows/develop.yml

@@ -3,7 +3,7 @@ name: Develop
 on:
   push:
     branches:
-      - main
+      - develop
   workflow_dispatch:
 
 concurrency:
@@ -18,7 +18,12 @@ env:
   IMAGE: ghcr.io/vvzvlad/gitmost
 
 jobs:
+  # Run the reusable test suite first so a failing test blocks the image build.
+  test:
+    uses: ./.github/workflows/test.yml
+
   build:
+    needs: test
     runs-on: ubuntu-latest
     steps:
       - name: Checkout

.github/workflows/release.yml

@@ -19,7 +19,12 @@ env:
   IMAGE: ghcr.io/vvzvlad/gitmost
 
 jobs:
+  # Run the reusable test suite first so a failing test blocks the image build.
+  test:
+    uses: ./.github/workflows/test.yml
+
   build:
+    needs: test
     strategy:
       matrix:
         include:

.github/workflows/test.yml

@@ -0,0 +1,40 @@
+name: Test
+
+on:
+  pull_request:
+  workflow_call:
+  workflow_dispatch:
+
+concurrency:
+  group: test-${{ github.ref }}
+  cancel-in-progress: true
+
+permissions:
+  contents: read
+
+jobs:
+  test:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Set up pnpm
+        uses: pnpm/action-setup@v4
+
+      - name: Set up Node
+        uses: actions/setup-node@v4
+        with:
+          node-version: 22
+          cache: pnpm
+
+      - name: Install dependencies
+        run: pnpm install --frozen-lockfile
+
+      # Required for the client suite, which resolves @docmost/editor-ext via its
+      # dist build (the server suite also rebuilds it through its own pretest).
+      - name: Build editor-ext
+        run: pnpm --filter @docmost/editor-ext build
+
+      - name: Run tests
+        run: pnpm -r test

.gitignore

@@ -42,3 +42,6 @@ lerna-debug.log*
 .nx/installation
 .nx/cache
 .claude/worktrees/
+
+# TypeScript incremental build artifacts
+*.tsbuildinfo

AGENTS.md

@@ -216,7 +216,7 @@ pnpm --filter server migration:latest                    # apply all pending
 pnpm --filter server migration:down                      # revert last
 pnpm --filter server migration:codegen                   # regenerate src/database/types/db.d.ts from the live DB
 ```
-Migration files live in `apps/server/src/database/migrations/` and are named `YYYYMMDDThhmmss-description.ts`. Fork-specific migrations only **add** tables (`page_embeddings`, `ai_chats`, `ai_chat_messages`, `ai_provider_credentials`, `ai_mcp_servers`) and nullable columns — never drop/rewrite Docmost data.
+Migration files live in `apps/server/src/database/migrations/` and are named `YYYYMMDDThhmmss-description.ts`. Fork-specific migrations only **add** tables (`page_embeddings`, `ai_chats`, `ai_chat_messages`, `ai_provider_credentials`, `ai_mcp_servers`, `page_template_references`) and columns (e.g. `pages.is_template`, a `NOT NULL DEFAULT false` boolean) — never drop/rewrite Docmost data.
 
 **Migration ordering — always check when merging branches/features.** Kysely runs migrations in **alphabetical (= timestamp) order** and refuses to start if a *new* migration sorts **before** one already applied to the DB (`corrupted migrations: ... must always have a name that comes alphabetically after the last executed migration`). When you merge a branch or land a feature, verify your migration's timestamp still sorts **after every migration that may already be applied on the target** (`/bin/ls -1 apps/server/src/database/migrations | sort | tail`). Branches developed in parallel routinely break this: a feature branch adds `…T130000-…`, `main` meanwhile ships and deploys `…T150000-…`, and after the merge the older-timestamped file is rejected at boot. **Fix = rename your migration to a timestamp after the latest one already in the target** (content unchanged — the filename is the ordering key), then rebuild so the compiled `dist/database/migrations/` picks up the new name.
 
@@ -240,7 +240,7 @@ The API server is a Fastify app with a global `/api` prefix (`main.ts` excludes
 - **Redis** backs caching, the BullMQ queues, the WebSocket Socket.IO adapter, and collaboration sync.
 
 ### The two AI subsystems (the main fork additions)
-1. **Embedded MCP server** (`integrations/mcp/` + `packages/mcp`). The standalone `@docmost/mcp` server (38 agent-native tools: per-block patch/insert/delete by id, scripted `(doc)=>doc` transforms with dry-run diff, table editing, version diff/restore, comments, images, shares) is bundled and served over HTTP at `/mcp`. It writes through Docmost's real-time-collaboration layer so concurrent human edits aren't clobbered. It authenticates as a service account configured via `MCP_DOCMOST_EMAIL` / `MCP_DOCMOST_PASSWORD`; an admin enables it with a workspace toggle (Workspace settings → AI). Optionally protected by `MCP_TOKEN`.
+1. **Embedded MCP server** (`integrations/mcp/` + `packages/mcp`). The standalone `@docmost/mcp` server (38 agent-native tools: per-block patch/insert/delete by id, scripted `(doc)=>doc` transforms with dry-run diff, table editing, version diff/restore, comments, images, shares) is bundled and served over HTTP at `/mcp`. It writes through Docmost's real-time-collaboration layer so concurrent human edits aren't clobbered. Each request authenticates **per-user** via the `Authorization` header — either HTTP Basic (`base64(email:password)`, the user's own Docmost login, validated through `AuthService`) or a Bearer access JWT (the user's `authToken`) — and the session acts under that user's permissions. `MCP_DOCMOST_EMAIL` / `MCP_DOCMOST_PASSWORD` are an **optional service-account fallback**, used only when a request carries neither Basic nor Bearer credentials (back-compat for CI/scripts). An admin enables MCP with a workspace toggle (Workspace settings → AI). Optionally protected by a shared `MCP_TOKEN`: when set, every `/mcp` request must carry a matching `X-MCP-Token` header (its own header, separate from `Authorization`, which now carries the per-user Basic/Bearer credentials). Note: this changed from the older `Authorization: Bearer <MCP_TOKEN>` scheme — see `.env.example` and the CHANGELOG Breaking Changes entry.
 2. **AI agent chat** (`core/ai-chat/` server + `apps/client/src/features/ai-chat/` client). A built-in agent over the wiki using the Vercel **AI SDK** (`ai`, `@ai-sdk/*`) against any OpenAI-compatible provider configured per workspace (`integrations/ai/` — credentials encrypted at rest via `integrations/crypto`, stored in `ai_provider_credentials`). Key pieces:
    - `core/ai-chat/tools/` — the agent's ~40 read+write tools. Every tool runs under the **calling user's** CASL permissions via a per-user loopback access token (`docmost-client.loader.ts`), so the agent can never exceed what the user could do. Only **reversible** operations are exposed (page history + trash; no permanent delete). Agent edits get an "AI agent" provenance badge in page history (`20260616T130000-agent-provenance` migration).
    - `core/ai-chat/embedding/` — RAG indexer + a BullMQ consumer on `AI_QUEUE` that embeds pages into `page_embeddings` (vector search), complementing Postgres full-text search. Pages are (re)indexed on edit; `AI_EMBEDDING_TIMEOUT_MS` bounds a hung embeddings endpoint.
@@ -263,7 +263,7 @@ Vite SPA. Code is organized by feature under `apps/client/src/features/*` (mirro
 
 ## CI / release
 
-- `.github/workflows/develop.yml` — on push to `main`, builds and pushes `ghcr.io/vvzvlad/gitmost:develop`.
+- `.github/workflows/develop.yml` — on push to `develop`, builds and pushes `ghcr.io/vvzvlad/gitmost:develop`.
 - `.github/workflows/release.yml` — on `v*` tags (or manual dispatch), builds multi-arch (amd64 + arm64) images, pushes a manifest list to GHCR (`latest` + semver tags), and creates a draft GitHub Release with image tarballs. Uses the built-in `GITHUB_TOKEN` (not Docker Hub).
 - The `Dockerfile` is a multi-stage pnpm build; `APP_VERSION` is passed as a build arg because `.git` isn't in the build context.
 
@@ -280,4 +280,4 @@ The git tag is the source of truth for the displayed version (UI reads `git desc
 
 ## Planning docs
 
-`docs/*.md` hold design plans for in-progress / planned features (mobile app, offline sync, RAG improvements, voice dictation, arbitrary HTML embed). `docs/backlog/*.md` track known issues / follow-ups (e.g. AI-chat review follow-ups). Consult the relevant plan before working on one of those areas.
+`docs/*.md` hold design plans for in-progress / planned features (mobile app, offline sync, RAG improvements, voice dictation). Arbitrary HTML embed has **shipped** — it renders inside a sandboxed iframe and, when the `htmlEmbed` workspace toggle is on, is insertable by any member (no longer admin-only); turning the toggle off hides/stops serving existing embeds on public share pages. `docs/backlog/*.md` track known issues / follow-ups (e.g. AI-chat review follow-ups). Consult the relevant plan before working on one of those areas.

CHANGELOG.md

@@ -10,6 +10,109 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ## [Unreleased]
 
+## [0.93.0] - 2026-06-21
+
+This release builds on the 0.91.0 AI foundation: admin-defined AI agent roles,
+an anonymous AI assistant on public shares, server-side voice dictation, an
+editor footnotes model, live page-template embeds, and sandboxed arbitrary-HTML
+embeds — plus a large batch of security hardening and test coverage.
+
+### Breaking Changes
+
+- **MCP shared-token auth moved to its own header.** The `/mcp` shared guard
+  no longer reads `Authorization: Bearer <MCP_TOKEN>`; it now reads only the
+  `X-MCP-Token` header. The `Authorization` header is now reserved for per-user
+  HTTP Basic / Bearer access-JWT credentials, so each `/mcp` request
+  authenticates as a specific user (the `MCP_DOCMOST_*` service account is only
+  a fallback). Existing MCP clients (e.g. Claude Desktop) configured with
+  `Authorization: Bearer <MCP_TOKEN>` must be reconfigured to send
+  `X-MCP-Token: <MCP_TOKEN>` instead. See `MCP_TOKEN` in `.env.example`. As a
+  one-time aid, the server logs a single migration warning when it sees the
+  old-style header.
+
+### Added
+
+- **AI agent roles**: admin-defined assistant personas with an optional
+  per-role model override, selectable in chat.
+- **Anonymous AI assistant on public shares**: public-share visitors can chat
+  with a selectable agent-role identity that reuses the internal chat
+  presentation, with per-request output-token caps and a fail-closed Redis
+  limiter.
+- **Voice dictation (STT)**: server-side speech-to-text with a mic button in
+  the chat and the editor, OpenRouter STT support, an endpoint test, and real
+  provider-error surfacing.
+- **Footnotes**: an editor footnotes model (inline references + a definitions
+  list).
+- **Page templates**: live whole-page embed (MVP) with a template-marker icon
+  in the page tree and a working Refresh action.
+- **Arbitrary HTML/CSS/JS embeds**: a sandboxed-iframe embed block gated by a
+  per-workspace toggle (default OFF); insertable by any member when the toggle
+  is on.
+- Admin-only **"Analytics / tracker"** workspace setting: a raw HTML/JS snippet
+  injected into the `<head>` of public share pages only (for analytics such as
+  Google Analytics or Yandex.Metrika), kept separate from the member-facing
+  HTML-embed feature.
+- **MCP**: a hierarchical tree mode for `list_pages`, and per-user auth for the
+  embedded `/mcp` endpoint.
+- **Page tree**: Expand all / Collapse all for the space tree, and
+  server-authoritative realtime tree updates.
+- **AI chat UX**: a `get_current_page` tool for proxy-robust page context, a
+  current-context-size readout, an agent step cap raised 8→20 with a forced
+  final text answer, and auto-collapse of the chat window on page focus.
+- **AI settings**: a Clear control inside the API-key field and an endpoint
+  status dot bound to "configured × enabled".
+- **Client**: an always-visible space grid replacing the space-switcher popover,
+  removal of the sidebar Overview item, tighter comments-panel density, and no
+  auto-open of the comments panel when adding a comment.
+
+### Changed
+
+- HTML embed blocks now render inside a sandboxed iframe (separate origin) and,
+  when the workspace HTML-embed toggle is on, can be inserted by any member
+  (previously admin-only). Turning the toggle off hides existing embeds and
+  stops serving them on public share pages.
+- Remove the server-side role-based stripping of HTML-embed blocks from the
+  write paths (collab/REST/MCP, page create/duplicate, import, transclusion
+  unsync); sandboxing makes per-write gating unnecessary. The only remaining
+  server-side strip is the public-share read path, which still honors the
+  workspace HTML-embed toggle.
+
+### Fixed
+
+- AI chat: preserve scroll position during streaming, record chats that fail on
+  their first turn, and resolve the current page for agent context behind
+  proxies.
+- AI roles: guard `update()` against concurrent soft-delete; harden the model
+  override, role-name uniqueness, and id validation; sandwich the safety
+  framework around the role persona.
+- Auth: handle null-password (SSO/LDAP-only) accounts without a bcrypt throw.
+- Footnotes: survive duplicate-id definitions without collab divergence.
+- HTML embed: fix stale iframe height and damp the resize loop; strip embeds at
+  serve time on authenticated read paths and the plain page-create path.
+- Page templates: import `ThrottleModule` so collab boots, never strand an
+  in-flight page-embed id, and add defense-in-depth workspace checks.
+- Pages: `movePage` cycle guard with no phantom `PAGE_MOVED` event.
+- Import: surface the real error cause from `/pages/import` instead of a generic
+  400.
+
+### Security
+
+- MCP: close an SSO/MFA bypass on Basic auth and stop minting non-init sessions;
+  close a brute-force limiter check-then-act race.
+- Public share: block restricted descendants in the anonymous assistant, cap
+  per-request output, fail closed when Redis is unavailable, and reject non-text
+  message parts to close a size-cap bypass.
+- Make `trustProxy` env-configurable with a safe default.
+
+### Internal
+
+- CI: gate the `develop` and release image builds on the test suite, run the
+  suites on push/PR, and build the `:develop` image on push to `develop`.
+- Docs: replace `CLAUDE.md` with `AGENTS.md` codifying the agent workflow and
+  the release procedure, add migration-ordering guidance, and prune implemented
+  plans.
+- A large batch of new server/client test coverage.
+
 ## [0.91.0] - 2026-06-18
 
 Gitmost is a community-focused fork of Docmost. This release drops the
@@ -92,5 +195,6 @@ knowledge layer, an embedded MCP server, and the Gitmost rebrand.
 - Build: drop the private EE submodule, retarget CI to GHCR, and update the
   Docker image to the GHCR registry.
 
-[Unreleased]: https://github.com/vvzvlad/gitmost/compare/v0.91.0...HEAD
+[Unreleased]: https://github.com/vvzvlad/gitmost/compare/v0.93.0...HEAD
+[0.93.0]: https://github.com/vvzvlad/gitmost/compare/v0.91.0...v0.93.0
 [0.91.0]: https://github.com/vvzvlad/gitmost/compare/v0.90.1...v0.91.0

README.md

@@ -101,6 +101,9 @@ community feature, with no enterprise license. Open it from the page header; the
 - ✅ **macOS app** — native macOS app ([gitmost-app](https://github.com/vvzvlad/gitmost-app)) that embeds the UI with multi-server tabs.
 - ✅ **AI chat** — built-in AI agent chat over your wiki content (read + write, RAG search, configurable provider, optional web access via external MCP).
 - ✅ **Voice dictation** — microphone button in the AI agent chat and the page editor; audio is transcribed server-side (Whisper / OpenAI-compatible STT) via the workspace AI provider, with an admin toggle to show/hide it.
+- ✅ **Page templates** — flag a page as a template and embed its whole content live into other pages; edits to the template propagate to every place it is inserted (whole-page transclusion on top of the existing synced blocks).
+- ✅ **Public-share AI assistant** — anonymous visitors of a shared page can ask the AI agent, scoped strictly to that share's page tree (read-only, share-scoped search), behind a workspace toggle.
+- ✅ **Footnotes** — academic-style footnotes: a numbered superscript reference inline (read it in place via a hover popover), with the note text living as a real, editable block at the bottom of the page; auto-numbered, collaboration-safe, and round-trips through Markdown export/import and the AI agent / MCP.
 
 ### In progress
 
@@ -108,14 +111,11 @@ community feature, with no enterprise license. Open it from the page header; the
 
 ### Planned
 
-- 🔭 **Page templates** — flag a page as a template and embed its whole content live into other pages; edits to the template propagate to every place it is inserted (whole-page transclusion on top of the existing synced blocks). See [docs/page-templates-plan.md](docs/page-templates-plan.md).
 - 🔭 **Viewer comments** — let read-only viewers leave comments.
-- 🔭 **Public-share AI assistant** — let anonymous visitors of a shared page ask the AI agent, scoped strictly to that share's page tree (read-only, share-scoped search), behind a workspace toggle. See [docs/public-share-assistant-plan.md](docs/public-share-assistant-plan.md).
 - 🔭 **Password-protected pages** — protect individual pages / shares with a password.
 - 🔭 **Windows / Linux app** — native desktop app for Windows and Linux.
 - 🔭 **Mobile app** — mobile apps (iOS first, Android to follow), reusing the existing responsive web UI and editor via a Capacitor wrapper, with offline planned for later. See [docs/mobile-app-plan.md](docs/mobile-app-plan.md).
 - 🔭 **Offline mode** — offline sync & PWA support.
-- 🔭 **Footnotes** — academic-style footnotes: a numbered superscript reference inline (read it in place via a hover popover), with the note text living as a real, editable block at the bottom of the page; auto-numbered, collaboration-safe, and round-trips through Markdown export/import and the AI agent / MCP. See [docs/footnotes-plan.md](docs/footnotes-plan.md).
 - 🔭 **Editor & UX improvements** — blocks inside tables (lists, to-do items), column layout, additional heading levels, highlight blocks, custom emoji in callouts, floating images, anchor links for page mentions, toggles (shared-page width, aside/sidebar, spellcheck, ligatures), sanitized space-tree export, and mentions in breadcrumbs.
 
 ## Getting started
@@ -158,6 +158,11 @@ the existing data directory is reused as-is:
 start the new migrations apply on top of your existing schema (`CREATE EXTENSION vector` plus the
 `page_embeddings` and AI tables); watch the logs for `Migration "..." executed successfully`.
 
+> ⚠️ **Never change `APP_SECRET` after setup.** It does double duty: it signs JWTs *and* derives the
+> AES-256-GCM key that encrypts stored AI-provider credentials (API keys). Rotating it makes every
+> saved AI API key undecryptable (you'd have to re-enter them in AI settings) and invalidates all
+> existing sessions. Pick it once, keep it stable, and back it up together with your database.
+
 ### Notes
 
 - **Back up first.** Take a `pg_dump` before swapping — migrations apply in place, and the

README.ru.md

@@ -102,6 +102,9 @@ real-time-коллаборации Docmost, поэтому запись нико
 - ✅ **Приложение для macOS** — нативное приложение для macOS ([gitmost-app](https://github.com/vvzvlad/gitmost-app)), встраивающее UI с вкладками для нескольких серверов.
 - ✅ **AI-чат** — встроенный чат с AI-агентом по содержимому вики (чтение + запись, RAG-поиск, настраиваемый провайдер, опциональный доступ в интернет через внешние MCP).
 - ✅ **Голосовая диктовка** — кнопка-микрофон в чате AI-агента и в редакторе страниц; аудио распознаётся на сервере (Whisper / OpenAI-совместимый STT) через AI-провайдер воркспейса, с тумблером админа для показа/скрытия.
+- ✅ **Шаблоны страниц** — пометить страницу шаблоном и вставлять её содержимое живой ссылкой в другие страницы; правки шаблона распространяются на все места вставки (whole-page-транслюзия поверх существующих synced-блоков).
+- ✅ **AI-ассистент на публичных шарах** — анонимный зритель расшаренной страницы может спросить AI-агента, который ищет строго по дереву этой шары (read-only, share-scoped поиск), за тумблером воркспейса.
+- ✅ **Сноски** — сноски академического вида: нумерованная ссылка-надстрочник прямо в тексте (читается на месте во всплывающем окне по наведению), а текст сноски живёт реальным редактируемым блоком внизу страницы; авто-нумерация, безопасна для совместного редактирования, переживает экспорт/импорт Markdown и доступна AI-агенту / MCP.
 
 ### В процессе
 
@@ -109,14 +112,11 @@ real-time-коллаборации Docmost, поэтому запись нико
 
 ### В планах
 
-- 🔭 **Шаблоны страниц** — пометить страницу шаблоном и вставлять её содержимое живой ссылкой в другие страницы; правки шаблона распространяются на все места вставки (whole-page-транслюзия поверх существующих synced-блоков). См. [docs/page-templates-plan.md](docs/page-templates-plan.md).
 - 🔭 **Комментарии зрителей** — возможность комментировать для пользователей с доступом только на чтение.
-- 🔭 **AI-ассистент на публичных шарах** — возможность анонимному зрителю расшаренной страницы спросить AI-агента, который ищет строго по дереву этой шары (read-only, share-scoped поиск), за тумблером воркспейса. См. [docs/public-share-assistant-plan.md](docs/public-share-assistant-plan.md).
 - 🔭 **Защищённые паролем страницы** — защита отдельных страниц / шар паролем.
 - 🔭 **Приложение для Windows / Linux** — нативное десктоп-приложение для Windows и Linux.
 - 🔭 **Мобильное приложение** — мобильные приложения (iOS обязательно, Android как пойдёт) на базе существующей адаптивной веб-версии и редактора через обёртку Capacitor; оффлайн запланирован на будущее. См. [docs/mobile-app-plan.md](docs/mobile-app-plan.md).
 - 🔭 **Офлайн-режим** — офлайн-синхронизация и поддержка PWA.
-- 🔭 **Сноски** — сноски академического вида: нумерованная ссылка-надстрочник прямо в тексте (читается на месте во всплывающем окне по наведению), а текст сноски живёт реальным редактируемым блоком внизу страницы; авто-нумерация, безопасна для совместного редактирования, переживает экспорт/импорт Markdown и доступна AI-агенту / MCP. См. [docs/footnotes-plan.md](docs/footnotes-plan.md).
 - 🔭 **Улучшения редактора и UX** — блоки внутри таблиц (списки, чек-листы), колоночная вёрстка, дополнительные уровни заголовков, highlight-блоки, кастомные эмодзи в callout-ах, плавающие изображения, anchor-ссылки на упоминания страниц, тоглы (ширина шары, aside/сайдбар, spellcheck, лигатуры), санитизация экспорта дерева спейса и mentions в хлебных крошках.
 
 ## С чего начать
@@ -159,6 +159,12 @@ dump/restore, существующий каталог данных переис
 новые миграции применяются поверх вашей схемы (`CREATE EXTENSION vector` плюс таблицы
 `page_embeddings` и AI-таблицы); следите в логах за строками `Migration "..." executed successfully`.
 
+> ⚠️ **Никогда не меняйте `APP_SECRET` после установки.** Он выполняет двойную роль: подписывает JWT
+> *и* служит материалом для ключа AES-256-GCM, которым шифруются сохранённые ключи AI-провайдеров
+> (API-ключи). Смена секрета сделает все сохранённые AI-ключи нерасшифровываемыми (придётся вводить
+> их заново в настройках AI) и инвалидирует все текущие сессии. Задайте его один раз, держите
+> неизменным и бэкапьте вместе с базой данных.
+
 
 ## Возможности
 

apps/client/package.json

@@ -1,7 +1,7 @@
 {
   "name": "client",
   "private": true,
-  "version": "0.91.0",
+  "version": "0.93.0",
   "scripts": {
     "dev": "vite",
     "build": "tsc && vite build",

apps/client/public/locales/en-US/translation.json

@@ -183,6 +183,7 @@
   "Successfully imported": "Successfully imported",
   "Successfully restored": "Successfully restored",
   "System settings": "System settings",
+  "Template": "Template",
   "Templates": "Templates",
   "Theme": "Theme",
   "To change your email, you have to enter your password and new email.": "To change your email, you have to enter your password and new email.",
@@ -473,6 +474,7 @@
   "Make sub-pages public too": "Make sub-pages public too",
   "Allow search engines to index page": "Allow search engines to index page",
   "Open page": "Open page",
+  "Open source page": "Open source page",
   "Page": "Page",
   "Delete public share link": "Delete public share link",
   "Delete share": "Delete share",
@@ -529,6 +531,7 @@
   "Add 2FA method": "Add 2FA method",
   "Backup codes": "Backup codes",
   "Disable": "Disable",
+  "disabled": "disabled",
   "Invalid verification code": "Invalid verification code",
   "New backup codes have been generated": "New backup codes have been generated",
   "Failed to regenerate backup codes": "Failed to regenerate backup codes",
@@ -977,6 +980,9 @@
   "Page menu": "Page menu",
   "Expand": "Expand",
   "Collapse": "Collapse",
+  "Expand all": "Expand all",
+  "Collapse all": "Collapse all",
+  "Couldn't expand the tree: {{reason}}": "Couldn't expand the tree: {{reason}}",
   "Comment menu": "Comment menu",
   "Group menu": "Group menu",
   "Show hidden breadcrumbs": "Show hidden breadcrumbs",
@@ -1122,10 +1128,24 @@
   "Page menu for {{name}}": "Page menu for {{name}}",
   "Create subpage of {{name}}": "Create subpage of {{name}}",
   "AI chat": "AI chat",
+  "Ask a question about this documentation.": "Ask a question about this documentation.",
+  "Ask a question…": "Ask a question…",
+  "Thinking…": "Thinking…",
+  "The assistant is unavailable right now. Please try again.": "The assistant is unavailable right now. Please try again.",
+  "Public share assistant": "Public share assistant",
+  "Enabled": "Enabled",
+  "Let anonymous visitors of public shares ask an AI assistant scoped to that share's pages. You pay for the tokens.": "Let anonymous visitors of public shares ask an AI assistant scoped to that share's pages. You pay for the tokens.",
+  "Public assistant model": "Public assistant model",
+  "Defaults to the chat model": "Defaults to the chat model",
+  "Optional cheaper model id for the public assistant. Empty uses the chat model above.": "Optional cheaper model id for the public assistant. Empty uses the chat model above.",
+  "Assistant identity": "Assistant identity",
+  "Pick an agent role whose persona the public assistant adopts. The safety rules always still apply.": "Pick an agent role whose persona the public assistant adopts. The safety rules always still apply.",
+  "Built-in assistant persona": "Built-in assistant persona",
   "Minimize": "Minimize",
   "Current context size": "Current context size",
   "AI agent": "AI agent",
   "AI agent is typing…": "AI agent is typing…",
+  "{{name}} is typing…": "{{name}} is typing…",
   "Send": "Send",
   "Stop": "Stop",
   "Chat menu": "Chat menu",
@@ -1162,6 +1182,10 @@
   "Voice dictation is not available yet.": "Voice dictation is not available yet.",
   "Test endpoint": "Test endpoint",
   "Save endpoints": "Save endpoints",
+  "Configured and enabled": "Configured and enabled",
+  "Configured but disabled": "Configured but disabled",
+  "Enabled but not configured": "Enabled but not configured",
+  "Not configured": "Not configured",
   "External tools": "External tools",
   "Gitmost as MCP client": "Gitmost as MCP client",
   "Servers the agent calls out to.": "Servers the agent calls out to.",
@@ -1195,5 +1219,41 @@
   "Request format": "Request format",
   "How transcription requests are sent to the endpoint": "How transcription requests are sent to the endpoint",
   "OpenAI-compatible (multipart/form-data)": "OpenAI-compatible (multipart/form-data)",
-  "OpenRouter (JSON, base64 audio)": "OpenRouter (JSON, base64 audio)"
+  "OpenRouter (JSON, base64 audio)": "OpenRouter (JSON, base64 audio)",
+  "Agent role": "Agent role",
+  "Universal assistant": "Universal assistant",
+  "Add role": "Add role",
+  "Edit role": "Edit role",
+  "Role name": "Role name",
+  "e.g. Proofreader": "e.g. Proofreader",
+  "Optional. Shown as the chat badge.": "Optional. Shown as the chat badge.",
+  "Optional. A short note about what this role does.": "Optional. A short note about what this role does.",
+  "Instructions": "Instructions",
+  "The built-in safety framework is always added automatically.": "The built-in safety framework is always added automatically.",
+  "Model provider override": "Model provider override",
+  "Optional. Defaults to the workspace provider.": "Optional. Defaults to the workspace provider.",
+  "Model override": "Model override",
+  "Optional. Defaults to the workspace model.": "Optional. Defaults to the workspace model.",
+  "e.g. gpt-4o-mini": "e.g. gpt-4o-mini",
+  "If you choose a different provider, it must already be configured in AI settings.": "If you choose a different provider, it must already be configured in AI settings.",
+  "Agent roles": "Agent roles",
+  "Reusable presets that shape the agent's behavior (and optionally its model). Picked when starting a new chat.": "Reusable presets that shape the agent's behavior (and optionally its model). Picked when starting a new chat.",
+  "No roles configured": "No roles configured",
+  "Delete role": "Delete role",
+  "Are you sure you want to delete this role?": "Are you sure you want to delete this role?",
+  "HTML embed": "HTML embed",
+  "Edit HTML embed": "Edit HTML embed",
+  "HTML embed is disabled in this workspace": "HTML embed is disabled in this workspace",
+  "Click to add HTML / CSS / JS": "Click to add HTML / CSS / JS",
+  "This HTML/CSS/JS runs in a sandboxed frame and cannot access the viewer's session, cookies, or API.": "This HTML/CSS/JS runs in a sandboxed frame and cannot access the viewer's session, cookies, or API.",
+  "<script>...</script>": "<script>...</script>",
+  "Height (px, blank = auto)": "Height (px, blank = auto)",
+  "advanced": "advanced",
+  "Enable HTML embed": "Enable HTML embed",
+  "Allow members to insert raw HTML/CSS/JavaScript blocks. The block renders in a sandboxed frame and cannot access the viewer's session, cookies, or API. Off by default.": "Allow members to insert raw HTML/CSS/JavaScript blocks. The block renders in a sandboxed frame and cannot access the viewer's session, cookies, or API. Off by default.",
+  "When enabled, any member can insert an HTML embed block. The toggle just enables or disables the block type workspace-wide.": "When enabled, any member can insert an HTML embed block. The toggle just enables or disables the block type workspace-wide.",
+  "Embeds run inside a sandboxed iframe with a separate origin, so they cannot read or modify the page they are embedded in.": "Embeds run inside a sandboxed iframe with a separate origin, so they cannot read or modify the page they are embedded in.",
+  "Turning this off hides existing embeds (they render as a disabled placeholder) and stops serving them on public share pages.": "Turning this off hides existing embeds (they render as a disabled placeholder) and stops serving them on public share pages.",
+  "Analytics / tracker": "Analytics / tracker",
+  "Injected verbatim into the <head> of PUBLIC SHARE pages only (same-origin). For analytics snippets (Google Analytics, Yandex.Metrika, etc.). Admin only.": "Injected verbatim into the <head> of PUBLIC SHARE pages only (same-origin). For analytics snippets (Google Analytics, Yandex.Metrika, etc.). Admin only."
 }

apps/client/public/locales/ru-RU/translation.json

@@ -183,6 +183,7 @@
   "Successfully imported": "Успешно импортировано",
   "Successfully restored": "Успешно восстановлено",
   "System settings": "Системные настройки",
+  "Template": "Шаблон",
   "Templates": "Шаблоны",
   "Theme": "Тема",
   "To change your email, you have to enter your password and new email.": "Чтобы изменить электронную почту, вам нужно ввести пароль и новый адрес.",
@@ -391,6 +392,13 @@
   "Toggle block": "Сворачиваемый блок",
   "Callout": "Выноска",
   "Insert callout notice.": "Вставить выноску с сообщением.",
+  "Footnote": "Сноска",
+  "Insert a footnote reference.": "Вставить ссылку на сноску.",
+  "Footnotes": "Примечания",
+  "Footnote {{number}}": "Сноска {{number}}",
+  "Go to footnote": "Перейти к сноске",
+  "Back to reference": "Вернуться к ссылке",
+  "Empty footnote": "Пустая сноска",
   "Math inline": "Строчная формула",
   "Insert inline math equation.": "Вставить математическое выражение в строку.",
   "Math block": "Блок формулы",
@@ -471,6 +479,7 @@
   "Make sub-pages public too": "Сделать подстраницы тоже общедоступными",
   "Allow search engines to index page": "Разрешить поисковым системам индексировать страницу",
   "Open page": "Открыть страницу",
+  "Open source page": "Открыть исходную страницу",
   "Page": "Страница",
   "Delete public share link": "Удалить публичную ссылку",
   "Delete share": "Удалить общий доступ",
@@ -659,6 +668,9 @@
   "AI search": "Поиск ИИ",
   "AI Answer": "Ответ ИИ",
   "Ask AI": "Спросить ИИ",
+  "AI agent": "AI-агент",
+  "AI agent is typing…": "AI-агент печатает…",
+  "{{name}} is typing…": "{{name}} печатает…",
   "AI is thinking...": "ИИ обрабатывает запрос...",
   "Thinking": "Думаю",
   "Ask a question...": "Задайте вопрос...",

apps/client/src/features/ai-chat/atoms/ai-chat-atom.ts

@@ -13,6 +13,15 @@ export const activeAiChatIdAtom = atom(null as string | null);
 // Whether the floating AI chat window is open. Non-persistent (resets per session).
 export const aiChatWindowOpenAtom = atom<boolean>(false);
 
+/**
+ * The agent role selected for the NEXT new chat. `null` = "Universal assistant"
+ * (no role). Consulted ONLY when creating a chat (its first message): the server
+ * persists it to ai_chats.role_id and the role is immutable afterwards. Reset to
+ * null when starting a new chat. It does NOT affect already-created chats.
+ */
+// Cast default for the same jotai overload reason as activeAiChatIdAtom above.
+export const selectedAiRoleIdAtom = atom(null as string | null);
+
 // The AI chat composer draft (text typed but not yet sent). Held here — OUTSIDE
 // ChatThread — so it survives the thread remount that happens when a brand-new
 // chat adopts its freshly created id after the first turn finishes. If it lived

apps/client/src/features/ai-chat/components/ai-chat-window.module.css

@@ -57,6 +57,12 @@
     display: none;
 }
 
+/* In the collapsed state the header expands the window on click, so hint that
+   it is clickable (override the drag `grab` cursor). */
+.minimized .dragBar {
+    cursor: pointer;
+}
+
 .dragBar {
     display: flex;
     align-items: center;

apps/client/src/features/ai-chat/components/ai-chat-window.tsx

@@ -6,7 +6,7 @@ import {
   useRef,
   useState,
 } from "react";
-import { Group, Loader, Tooltip } from "@mantine/core";
+import { Group, Loader, Select, Tooltip } from "@mantine/core";
 import {
   IconArrowsDiagonal,
   IconCheck,
@@ -18,13 +18,14 @@ import {
   IconX,
 } from "@tabler/icons-react";
 import { useAtom, useSetAtom } from "jotai";
-import { useParams } from "react-router-dom";
+import { useMatch } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { useQueryClient } from "@tanstack/react-query";
 import {
   activeAiChatIdAtom,
   aiChatWindowOpenAtom,
   aiChatDraftAtom,
+  selectedAiRoleIdAtom,
 } from "@/features/ai-chat/atoms/ai-chat-atom.ts";
 import { usePageQuery } from "@/features/page/queries/page-query.ts";
 import { extractPageSlugId } from "@/lib";
@@ -32,10 +33,15 @@ import {
   AI_CHATS_RQ_KEY,
   useAiChatMessagesQuery,
   useAiChatsQuery,
+  useAiRolesQuery,
 } from "@/features/ai-chat/queries/ai-chat-query.ts";
 import ConversationList from "@/features/ai-chat/components/conversation-list.tsx";
 import ChatThread from "@/features/ai-chat/components/chat-thread.tsx";
 import { buildChatMarkdown } from "@/features/ai-chat/utils/chat-markdown.ts";
+import {
+  shouldCollapseOnOutsidePointer,
+  isHeaderClick,
+} from "@/features/ai-chat/utils/collapse-helpers.ts";
 import { useClipboard } from "@/hooks/use-clipboard";
 import { notifications } from "@mantine/notifications";
 import classes from "@/features/ai-chat/components/ai-chat-window.module.css";
@@ -102,10 +108,16 @@ export default function AiChatWindow() {
   const [windowOpen, setWindowOpen] = useAtom(aiChatWindowOpenAtom);
   const [activeChatId, setActiveChatId] = useAtom(activeAiChatIdAtom);
   const setDraft = useSetAtom(aiChatDraftAtom);
+  // The role chosen for the next new chat (null = universal assistant).
+  const [selectedRoleId, setSelectedRoleId] = useAtom(selectedAiRoleIdAtom);
 
   // History section starts collapsed (matches the former panel's behavior).
   const [historyOpen, setHistoryOpen] = useState(false);
   const [minimized, setMinimized] = useState(false);
+  // Mirror of `minimized` for handlers wrapped in useCallback([]) (startDrag),
+  // which would otherwise close over a stale value. Kept in sync below.
+  const minimizedRef = useRef(minimized);
+  minimizedRef.current = minimized;
 
   const winRef = useRef<HTMLDivElement>(null);
   // Live window geometry (position + size); initialized lazily on first open so
@@ -123,16 +135,29 @@ export default function AiChatWindow() {
   const adoptNewChat = useRef(false);
 
   const { data: chats } = useAiChatsQuery();
+  // Roles for the new-chat picker (any member may list them). Only fetched while
+  // the window is open.
+  const { data: roles } = useAiRolesQuery(windowOpen);
+  // The new-chat picker only offers ENABLED roles. The list endpoint returns
+  // all live roles (so the admin settings section can manage disabled ones), so
+  // we filter to `enabled` here, client-side, for the composer picker only.
+  const enabledRoles = useMemo(
+    () => (roles ?? []).filter((r) => r.enabled === true),
+    [roles],
+  );
   const { data: messageRows, isLoading: messagesLoading } =
     useAiChatMessagesQuery(activeChatId ?? undefined);
 
-  // The page the user is currently viewing, derived from the route (same
-  // source the breadcrumb uses). On a non-page route `pageSlug` is undefined,
-  // so the query is disabled and `openPage` is null. This is passed to the
-  // chat thread as context so the agent knows what "this page"/"the current
-  // page" refers to; the agent still reads/writes via its CASL-enforced page
-  // tools using the id.
-  const { pageSlug } = useParams();
+  // The page the user is currently viewing. AiChatWindow lives in a pathless
+  // parent layout route, so useParams() can't see :pageSlug. Match the full
+  // pathname against the authenticated page route instead so "the current page"
+  // resolves regardless of where this component is mounted. On a non-page route
+  // the match is null, so `pageSlug` is undefined, the query is disabled and
+  // `openPage` is null. This is passed to the chat thread as context so the
+  // agent knows what "this page"/"the current page" refers to; the agent still
+  // reads/writes via its CASL-enforced page tools using the id.
+  const pageRouteMatch = useMatch("/s/:spaceSlug/p/:pageSlug");
+  const pageSlug = pageRouteMatch?.params?.pageSlug;
   const { data: openPageData } = usePageQuery({
     pageId: extractPageSlugId(pageSlug),
   });
@@ -144,7 +169,9 @@ export default function AiChatWindow() {
     setActiveChatId(null);
     setHistoryOpen(false);
     setDraft("");
-  }, [setActiveChatId, setDraft]);
+    // Default the picker back to "Universal assistant" for the fresh chat.
+    setSelectedRoleId(null);
+  }, [setActiveChatId, setDraft, setSelectedRoleId]);
 
   const selectChat = useCallback(
     (chatId: string): void => {
@@ -238,8 +265,31 @@ export default function AiChatWindow() {
   useLayoutEffect(() => {
     if (!windowOpen) return;
     setGeom((prev) => (prev ? clampGeom(prev) : computeInitialGeom()));
+    // Always show the window expanded on (re)open: a collapsed state from a
+    // previous open session must not stick. Runs before paint so the first
+    // frame is already expanded. The composer's autofocus is a focus INSIDE the
+    // window (not an outside mousedown), so it cannot self-collapse the window.
+    setMinimized(false);
   }, [windowOpen]);
 
+  // Auto-collapse the window into its header as soon as the user interacts with
+  // anything outside it (clicks the page/editor). Armed ONLY while the window is
+  // open and expanded, so it never fires repeatedly and never collapses on the
+  // open→reset transition. Capture phase so a page handler's stopPropagation in
+  // the bubble phase can't hide the event from us; the in-window/portal guards
+  // (shouldCollapseOnOutsidePointer) prevent false collapses from clicks inside
+  // the window or inside Mantine portals (kebab menu, delete-confirm modal).
+  useEffect(() => {
+    if (!windowOpen || minimized) return;
+    const onPointerDown = (e: MouseEvent): void => {
+      if (shouldCollapseOnOutsidePointer(e.target, winRef.current)) {
+        setMinimized(true);
+      }
+    };
+    document.addEventListener("mousedown", onPointerDown, true);
+    return () => document.removeEventListener("mousedown", onPointerDown, true);
+  }, [windowOpen, minimized]);
+
   // Persist the user's resize into state so it survives close/reopen. Skipped
   // while minimized so the collapsed (auto) height is never captured. The
   // equality guard avoids an update loop.
@@ -287,10 +337,21 @@ export default function AiChatWindow() {
       el.style.top = `${nt}px`;
     };
 
-    const up = (): void => {
+    const up = (ev: MouseEvent): void => {
       document.removeEventListener("mousemove", move);
       document.removeEventListener("mouseup", up);
       document.body.style.userSelect = "";
+      // Treat a near-zero-movement press as a click (not a drag). When the
+      // window is minimized, a header click expands it; nothing to persist
+      // because the position did not change. minimizedRef avoids the stale
+      // `minimized` captured by useCallback([]).
+      if (
+        minimizedRef.current &&
+        isHeaderClick(sx, sy, ev.clientX, ev.clientY)
+      ) {
+        setMinimized(false);
+        return;
+      }
       const el2 = winRef.current;
       // Persist the final position back into state (preserving the size) so
       // re-renders keep it.
@@ -334,14 +395,49 @@ export default function AiChatWindow() {
         height: minimized ? undefined : geom.height,
       }}
     >
-      {/* drag bar / header */}
+      {/* drag bar / header. Mouse users expand a minimized window by clicking
+          anywhere on the bar (the click-vs-drag logic in startDrag, which
+          excludes the buttons). The keyboard/screen-reader Expand affordance
+          lives on the title element below — NOT on this container — so we never
+          nest the Minimize/Close <button>s inside an element with
+          role="button" (invalid ARIA: nested interactive controls). */}
       <div className={classes.dragBar} onMouseDown={startDrag}>
         <IconGripVertical
           size={14}
           color="var(--mantine-color-gray-4)"
           style={{ flex: "none" }}
         />
-        <span className={classes.title}>{t("AI chat")}</span>
+        {/* When minimized, the title doubles as the keyboard Expand button:
+            it carries role/tabIndex/aria-label and an Enter/Space handler, and
+            unlike the dragBar it contains no nested <button>s. When expanded it
+            is a plain, non-focusable label. */}
+        <span
+          className={classes.title}
+          role={minimized ? "button" : undefined}
+          tabIndex={minimized ? 0 : undefined}
+          aria-label={minimized ? t("Expand") : undefined}
+          onKeyDown={
+            minimized
+              ? (event) => {
+                  if (event.key === "Enter" || event.key === " ") {
+                    event.preventDefault();
+                    setMinimized(false);
+                  }
+                }
+              : undefined
+          }
+        >
+          {t("AI chat")}
+        </span>
+
+        {/* Role badge for the active chat (emoji + name). Shown only when the
+            chat is bound to a role that still exists. */}
+        {activeChat?.roleName && (
+          <span className={classes.badge} title={t("Agent role")}>
+            {activeChat.roleEmoji ? `${activeChat.roleEmoji} ` : ""}
+            {activeChat.roleName}
+          </span>
+        )}
 
         <div style={{ flex: 1, display: "flex", justifyContent: "center" }}>
           {contextTokens > 0 && (
@@ -400,7 +496,16 @@ export default function AiChatWindow() {
           >
             <div
               className={classes.historyHeader}
+              role="button"
+              tabIndex={0}
+              aria-expanded={historyOpen}
               onClick={() => setHistoryOpen((o) => !o)}
+              onKeyDown={(event) => {
+                if (event.key === "Enter" || event.key === " ") {
+                  event.preventDefault();
+                  setHistoryOpen((o) => !o);
+                }
+              }}
             >
               <IconChevronDown
                 size={12}
@@ -432,6 +537,29 @@ export default function AiChatWindow() {
           )}
         </div>
 
+        {/* Role picker — only for a NEW chat (before it is created). Once the
+            chat exists, its role is fixed and shown as a header badge instead.
+            Defaults to "Universal assistant" (no role). */}
+        {activeChatId === null && (enabledRoles?.length ?? 0) > 0 && (
+          <div style={{ padding: "4px 8px 0" }}>
+            <Select
+              size="xs"
+              label={t("Agent role")}
+              value={selectedRoleId ?? ""}
+              onChange={(value) => setSelectedRoleId(value || null)}
+              allowDeselect={false}
+              comboboxProps={{ withinPortal: true }}
+              data={[
+                { value: "", label: t("Universal assistant") },
+                ...enabledRoles.map((r) => ({
+                  value: r.id,
+                  label: `${r.emoji ? `${r.emoji} ` : ""}${r.name}`,
+                })),
+              ]}
+            />
+          </div>
+        )}
+
         {/* body: active chat thread */}
         <div className={classes.body}>
           {waitingForHistory ? (
@@ -444,6 +572,8 @@ export default function AiChatWindow() {
               chatId={activeChatId}
               initialRows={activeChatId ? messageRows : []}
               openPage={openPage}
+              // Honoured only for a new chat; null = universal assistant.
+              roleId={activeChatId === null ? selectedRoleId : null}
               onTurnFinished={onTurnFinished}
             />
           )}

apps/client/src/features/ai-chat/components/chat-thread.tsx

@@ -25,6 +25,10 @@ interface ChatThreadProps {
   /** The page currently open in the workspace, or null on a non-page route.
    *  Sent with each turn so the agent knows what "this page" refers to. */
   openPage?: OpenPageContext | null;
+  /** The agent role selected for a NEW chat (null = universal assistant). Sent
+   *  in the request body so the server persists it on chat creation; ignored by
+   *  the server for existing chats (the role is read from the chat row). */
+  roleId?: string | null;
   /** Called when a turn finishes; the parent refreshes the chat list and, for
    *  a new chat, adopts the freshly created chat id. */
   onTurnFinished: () => void;
@@ -61,6 +65,7 @@ export default function ChatThread({
   chatId,
   initialRows,
   openPage,
+  roleId,
   onTurnFinished,
 }: ChatThreadProps) {
   const { t } = useTranslation();
@@ -84,6 +89,12 @@ export default function ChatThread({
   const openPageRef = useRef<OpenPageContext | null>(openPage ?? null);
   openPageRef.current = openPage ?? null;
 
+  // Keep the selected role id in a ref, same rationale as openPageRef. Only the
+  // FIRST request of a brand-new chat uses it (the server persists it then and
+  // ignores it for existing chats), but sending it on every send is harmless.
+  const roleIdRef = useRef<string | null>(roleId ?? null);
+  roleIdRef.current = roleId ?? null;
+
   // Stable `useChat` store key for the lifetime of THIS mount.
   //
   // CRITICAL: `useChat` (@ai-sdk/react) re-creates its internal `Chat` store
@@ -119,6 +130,9 @@ export default function ChatThread({
             ...body,
             chatId: chatIdRef.current,
             openPage: openPageRef.current,
+            // Honoured by the server only when creating a new chat; null =>
+            // universal assistant.
+            roleId: roleIdRef.current,
             messages,
           },
         }),
@@ -134,6 +148,13 @@ export default function ChatThread({
     messages: initialMessages,
     transport,
     onFinish: () => onTurnFinished(),
+    // In AI SDK v6 `onFinish` does NOT fire when the stream errors, so a brand
+    // new chat that fails on its first turn would never invalidate the chat list
+    // nor adopt the server-created chat id (the server still creates the row and
+    // saves the error message). Run the same post-turn path on error so the
+    // failed chat appears in history immediately instead of after a manual
+    // refresh. The error itself is still surfaced via `error` below.
+    onError: () => onTurnFinished(),
   });
 
   const isStreaming = status === "submitted" || status === "streaming";

apps/client/src/features/ai-chat/components/conversation-list.tsx

@@ -115,11 +115,28 @@ export default function ConversationList({
               classes.conversationItem,
               isActive && classes.conversationItemActive,
             )}
+            role="button"
+            tabIndex={0}
             onClick={() => onSelect(chat.id)}
+            onKeyDown={(e) => {
+              // Activate on Enter/Space like a native button; the inner menu
+              // button stops propagation so its own keys never reach this row.
+              if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                onSelect(chat.id);
+              }
+            }}
           >
-            <Text size="sm" lineClamp={1} style={{ flex: 1 }}>
-              {chat.title || t("Untitled chat")}
-            </Text>
+            <Group gap={4} wrap="nowrap" style={{ flex: 1, minWidth: 0 }}>
+              {chat.roleName && (
+                <Text size="sm" span title={chat.roleName} style={{ flex: "none" }}>
+                  {chat.roleEmoji || "🤖"}
+                </Text>
+              )}
+              <Text size="sm" lineClamp={1} style={{ flex: 1, minWidth: 0 }}>
+                {chat.title || t("Untitled chat")}
+              </Text>
+            </Group>
             <Menu shadow="md" width={180} position="bottom-end">
               <Menu.Target>
                 <ActionIcon

apps/client/src/features/ai-chat/components/message-item.tsx

@@ -3,18 +3,31 @@ import { IconAlertTriangle } from "@tabler/icons-react";
 import { useTranslation } from "react-i18next";
 import type { UIMessage } from "@ai-sdk/react";
 import ToolCallCard from "@/features/ai-chat/components/tool-call-card.tsx";
-import { ToolUiPart } from "@/features/ai-chat/utils/tool-parts.tsx";
+import { ToolUiPart, isToolPart } from "@/features/ai-chat/utils/tool-parts.tsx";
 import { renderChatMarkdown } from "@/features/ai-chat/utils/markdown.ts";
+import { resolveAssistantName } from "@/features/ai-chat/utils/assistant-name.ts";
 import { describeChatError } from "@/features/ai-chat/utils/error-message.ts";
 import classes from "@/features/ai-chat/components/ai-chat.module.css";
 
 interface MessageItemProps {
   message: UIMessage;
-}
-
-/** True for AI SDK tool parts (static `tool-*` or `dynamic-tool`). */
-function isToolPart(type: string): boolean {
-  return type.startsWith("tool-") || type === "dynamic-tool";
+  /**
+   * Forwarded to ToolCallCard: whether tool cards render page citation links.
+   * Defaults to true (internal chat). The public share passes false.
+   */
+  showCitations?: boolean;
+  /**
+   * Neutralize internal/relative markdown links in the rendered answer (drop
+   * their href so they become inert text). Defaults to false (internal chat,
+   * links stay clickable). The anonymous public share passes true so internal
+   * UUIDs/routes in the assistant's markdown don't leak as clickable links.
+   */
+  neutralizeInternalLinks?: boolean;
+  /**
+   * Display name for the dimmed assistant label. Defaults to "AI agent" when
+   * absent; the public share passes the configured identity (agent role) name.
+   */
+  assistantName?: string;
 }
 
 /**
@@ -29,7 +42,12 @@ function isToolPart(type: string): boolean {
  * `message` prop identity (and its `parts`) changes each tick. Re-rendering the
  * text parts on each delta is what makes the answer stream in progressively.
  */
-export default function MessageItem({ message }: MessageItemProps) {
+export default function MessageItem({
+  message,
+  showCitations = true,
+  neutralizeInternalLinks = false,
+  assistantName,
+}: MessageItemProps) {
   const { t } = useTranslation();
   const isUser = message.role === "user";
 
@@ -50,7 +68,7 @@ export default function MessageItem({ message }: MessageItemProps) {
   return (
     <Box className={classes.messageRow}>
       <Text size="xs" c="dimmed" mb={4}>
-        {t("AI agent")}
+        {resolveAssistantName(assistantName) ?? t("AI agent")}
       </Text>
       {message.parts.map((part, index) => {
         if (part.type === "text") {
@@ -58,7 +76,9 @@ export default function MessageItem({ message }: MessageItemProps) {
           // starts with an empty text part before the first token arrives); the
           // typing indicator covers that gap until real content streams in.
           if (!part.text.trim()) return null;
-          const html = renderChatMarkdown(part.text);
+          const html = renderChatMarkdown(part.text, {
+            neutralizeInternalLinks,
+          });
           if (html) {
             return (
               <div
@@ -78,7 +98,13 @@ export default function MessageItem({ message }: MessageItemProps) {
         }
 
         if (isToolPart(part.type)) {
-          return <ToolCallCard key={index} part={part as unknown as ToolUiPart} />;
+          return (
+            <ToolCallCard
+              key={index}
+              part={part as unknown as ToolUiPart}
+              showCitations={showCitations}
+            />
+          );
         }
 
         return null;

apps/client/src/features/ai-chat/components/message-list.tsx

@@ -1,19 +1,41 @@
-import { useEffect, useRef } from "react";
+import { ReactNode, useEffect, useRef } from "react";
 import { Center, ScrollArea, Stack, Text } from "@mantine/core";
 import { useTranslation } from "react-i18next";
 import type { UIMessage } from "@ai-sdk/react";
 import MessageItem from "@/features/ai-chat/components/message-item.tsx";
 import TypingIndicator from "@/features/ai-chat/components/typing-indicator.tsx";
+import { isToolPart } from "@/features/ai-chat/utils/tool-parts.tsx";
 import classes from "@/features/ai-chat/components/ai-chat.module.css";
 
 interface MessageListProps {
   messages: UIMessage[];
   isStreaming: boolean;
-}
-
-/** True for AI SDK tool parts (static `tool-*` or `dynamic-tool`). */
-function isToolPart(type: string): boolean {
-  return type.startsWith("tool-") || type === "dynamic-tool";
+  /**
+   * Content shown when the transcript is empty and no turn is in flight.
+   * Defaults to the internal chat's prompt. The public share passes its own
+   * documentation-focused copy. This is purely the empty-state text; the
+   * streaming/typing/markdown/tool-card paths below are shared verbatim.
+   */
+  emptyState?: ReactNode;
+  /**
+   * Forwarded to MessageItem -> ToolCallCard: whether tool cards render page
+   * citation links. Defaults to true (internal chat). The public share passes
+   * false because an anonymous reader cannot open the linked internal pages.
+   */
+  showCitations?: boolean;
+  /**
+   * Forwarded to MessageItem: neutralize internal/relative markdown links in
+   * the rendered answers (drop their href so they render as inert text).
+   * Defaults to false (internal chat). The public share passes true so internal
+   * UUIDs/routes don't leak as clickable links to anonymous readers.
+   */
+  neutralizeInternalLinks?: boolean;
+  /**
+   * Display name for the assistant's dimmed row label and typing indicator.
+   * Defaults to "AI agent" when absent. The public share passes the configured
+   * identity (agent role) name; the internal chat omits it.
+   */
+  assistantName?: string;
 }
 
 // Distance (px) from the bottom within which the viewport still counts as
@@ -28,7 +50,7 @@ const BOTTOM_THRESHOLD = 40;
  *  - the last (assistant) message has no non-empty text and no tool part.
  * Once any text/tool part arrives, MessageItem renders it and this hides.
  */
-function showTypingIndicator(messages: UIMessage[], isStreaming: boolean): boolean {
+export function showTypingIndicator(messages: UIMessage[], isStreaming: boolean): boolean {
   if (!isStreaming) return false;
   const last = messages[messages.length - 1];
   if (!last) return true; // submitted with nothing rendered yet.
@@ -45,7 +67,14 @@ function showTypingIndicator(messages: UIMessage[], isStreaming: boolean): boole
  * but only while the user is pinned to the bottom — if they scrolled up to read
  * earlier messages, streamed deltas no longer yank them back down.
  */
-export default function MessageList({ messages, isStreaming }: MessageListProps) {
+export default function MessageList({
+  messages,
+  isStreaming,
+  emptyState,
+  showCitations = true,
+  neutralizeInternalLinks = false,
+  assistantName,
+}: MessageListProps) {
   const { t } = useTranslation();
   const viewportRef = useRef<HTMLDivElement>(null);
   // Whether the viewport is currently pinned to the bottom. Starts true so the
@@ -108,9 +137,11 @@ export default function MessageList({ messages, isStreaming }: MessageListProps)
   if (messages.length === 0 && !typing) {
     return (
       <Center className={classes.messages}>
-        <Text size="sm" c="dimmed" ta="center">
-          {t("Ask the AI agent anything about your workspace.")}
-        </Text>
+        {emptyState ?? (
+          <Text size="sm" c="dimmed" ta="center">
+            {t("Ask the AI agent anything about your workspace.")}
+          </Text>
+        )}
       </Center>
     );
   }
@@ -119,9 +150,15 @@ export default function MessageList({ messages, isStreaming }: MessageListProps)
     <ScrollArea className={classes.messages} viewportRef={viewportRef} scrollbarSize={6} type="scroll">
       <Stack gap={0} pr="xs">
         {messages.map((message) => (
-          <MessageItem key={message.id} message={message} />
+          <MessageItem
+            key={message.id}
+            message={message}
+            showCitations={showCitations}
+            neutralizeInternalLinks={neutralizeInternalLinks}
+            assistantName={assistantName}
+          />
         ))}
-        {typing && <TypingIndicator />}
+        {typing && <TypingIndicator assistantName={assistantName} />}
       </Stack>
     </ScrollArea>
   );

apps/client/src/features/ai-chat/components/show-typing-indicator.test.ts

@@ -0,0 +1,55 @@
+import { describe, expect, it } from "vitest";
+import type { UIMessage } from "@ai-sdk/react";
+import { showTypingIndicator } from "@/features/ai-chat/components/message-list.tsx";
+
+/**
+ * Pure-helper tests for the typing-indicator bridging logic that the internal
+ * chat and the public share widget now share. This is the behavior that decides
+ * whether the animated "AI agent is typing…" placeholder shows in the gap
+ * between sending and the first streamed token.
+ */
+const msg = (
+  role: "user" | "assistant",
+  parts: UIMessage["parts"],
+): UIMessage => ({ id: Math.random().toString(), role, parts }) as UIMessage;
+
+describe("showTypingIndicator", () => {
+  it("is hidden when not streaming", () => {
+    expect(showTypingIndicator([], false)).toBe(false);
+    expect(
+      showTypingIndicator([msg("assistant", [{ type: "text", text: "hi" }])], false),
+    ).toBe(false);
+  });
+
+  it("shows while streaming with no messages yet (just submitted)", () => {
+    expect(showTypingIndicator([], true)).toBe(true);
+  });
+
+  it("shows while streaming when the last message is still the user's", () => {
+    expect(
+      showTypingIndicator([msg("user", [{ type: "text", text: "q" }])], true),
+    ).toBe(true);
+  });
+
+  it("shows while streaming when the assistant row has no visible content", () => {
+    expect(
+      showTypingIndicator([msg("assistant", [{ type: "text", text: "" }])], true),
+    ).toBe(true);
+    expect(
+      showTypingIndicator([msg("assistant", [{ type: "text", text: "   " }])], true),
+    ).toBe(true);
+  });
+
+  it("hides once the assistant streams non-empty text", () => {
+    expect(
+      showTypingIndicator([msg("assistant", [{ type: "text", text: "answer" }])], true),
+    ).toBe(false);
+  });
+
+  it("hides once a tool part appears (even before any text)", () => {
+    const toolPart = { type: "tool-searchPages" } as unknown as UIMessage["parts"][number];
+    expect(
+      showTypingIndicator([msg("assistant", [toolPart])], true),
+    ).toBe(false);
+  });
+});

apps/client/src/features/ai-chat/components/tool-call-card.tsx

@@ -13,6 +13,14 @@ import classes from "@/features/ai-chat/components/ai-chat.module.css";
 
 interface ToolCallCardProps {
   part: ToolUiPart;
+  /**
+   * Whether to render page citation links. Defaults to true (the internal chat,
+   * where the reader is authenticated and the `/p/{id}` links resolve). The
+   * public share passes false: an anonymous reader cannot open internal pages,
+   * so the links would 404/redirect to login. Suppressing them keeps the card
+   * (the action log itself) while dropping the unusable links.
+   */
+  showCitations?: boolean;
 }
 
 /**
@@ -20,12 +28,15 @@ interface ToolCallCardProps {
  * agent DID (the agent writes without confirmation — D2), its run state
  * (running / done / error), and citation link(s) to any referenced page(s).
  */
-export default function ToolCallCard({ part }: ToolCallCardProps) {
+export default function ToolCallCard({
+  part,
+  showCitations = true,
+}: ToolCallCardProps) {
   const { t } = useTranslation();
   const toolName = getToolName(part);
   const state = toolRunState(part.state);
   const { key, values } = toolLabelKey(toolName);
-  const citations = toolCitations(part);
+  const citations = showCitations ? toolCitations(part) : [];
 
   return (
     <div className={classes.toolCard}>

apps/client/src/features/ai-chat/components/typing-indicator.tsx

@@ -1,23 +1,35 @@
 import { Box, Group, Text } from "@mantine/core";
 import { useTranslation } from "react-i18next";
+import { resolveAssistantName } from "@/features/ai-chat/utils/assistant-name.ts";
 import classes from "@/features/ai-chat/components/ai-chat.module.css";
 
+interface TypingIndicatorProps {
+  /**
+   * Display name for the dimmed label and the "… is typing…" line. Defaults to
+   * "AI agent" when absent; the public share passes the configured identity
+   * (agent role) name.
+   */
+  assistantName?: string;
+}
+
 /**
- * Live "AI agent is typing…" placeholder shown while a turn is in flight but the
- * latest assistant message has no visible content yet (no rendered text/tool
- * parts). It covers the gap between sending and the first streamed token, and is
- * replaced by the real assistant message once content starts arriving.
+ * Live "… is typing…" placeholder shown while a turn is in flight but the latest
+ * assistant message has no visible content yet (no rendered text/tool parts). It
+ * covers the gap between sending and the first streamed token, and is replaced by
+ * the real assistant message once content starts arriving.
  *
- * Mirrors the assistant row layout in MessageItem (the dimmed "AI agent" label),
- * so it reads as the assistant's bubble taking shape.
+ * Mirrors the assistant row layout in MessageItem (the dimmed label), so it reads
+ * as the assistant's bubble taking shape. The label and typing line use the
+ * configured identity name when provided, otherwise the generic "AI agent".
  */
-export default function TypingIndicator() {
+export default function TypingIndicator({ assistantName }: TypingIndicatorProps) {
   const { t } = useTranslation();
+  const name = resolveAssistantName(assistantName);
 
   return (
     <Box className={classes.messageRow}>
       <Text size="xs" c="dimmed" mb={4}>
-        {t("AI agent")}
+        {name ?? t("AI agent")}
       </Text>
       <Group gap={8} align="center">
         <span className={classes.typingDots} aria-hidden="true">
@@ -26,7 +38,7 @@ export default function TypingIndicator() {
           <span />
         </span>
         <Text size="sm" c="dimmed">
-          {t("AI agent is typing…")}
+          {name ? t("{{name}} is typing…", { name }) : t("AI agent is typing…")}
         </Text>
       </Group>
     </Box>

apps/client/src/features/ai-chat/queries/ai-chat-query.ts

@@ -8,18 +8,26 @@ import { useMemo } from "react";
 import { useTranslation } from "react-i18next";
 import { notifications } from "@mantine/notifications";
 import {
+  createAiRole,
   deleteAiChat,
+  deleteAiRole,
   getAiChatMessages,
   getAiChats,
+  getAiRoles,
   renameAiChat,
+  updateAiRole,
 } from "@/features/ai-chat/services/ai-chat-service.ts";
 import {
   IAiChat,
   IAiChatMessageRow,
+  IAiRole,
+  IAiRoleCreate,
+  IAiRoleUpdate,
 } from "@/features/ai-chat/types/ai-chat.types.ts";
 import { IPagination } from "@/lib/types.ts";
 
 export const AI_CHATS_RQ_KEY = ["ai-chats"];
+export const AI_ROLES_RQ_KEY = ["ai-roles"];
 export const AI_CHAT_MESSAGES_RQ_KEY = (chatId: string) => [
   "ai-chat-messages",
   chatId,
@@ -114,3 +122,79 @@ export function useDeleteAiChatMutation() {
     },
   });
 }
+
+/**
+ * List the workspace's agent roles. Available to any workspace member (used by
+ * the chat-creation role picker and the admin management section). `enabled`
+ * lets callers gate the fetch (e.g. only fetch in the settings section).
+ */
+export function useAiRolesQuery(enabled: boolean = true) {
+  return useQuery<IAiRole[], Error>({
+    queryKey: AI_ROLES_RQ_KEY,
+    queryFn: () => getAiRoles(),
+    enabled,
+  });
+}
+
+export function useCreateAiRoleMutation() {
+  const queryClient = useQueryClient();
+  const { t } = useTranslation();
+
+  return useMutation<IAiRole, Error, IAiRoleCreate>({
+    mutationFn: (data) => createAiRole(data),
+    onSuccess: () => {
+      notifications.show({ message: t("Created successfully") });
+      queryClient.invalidateQueries({ queryKey: AI_ROLES_RQ_KEY });
+    },
+    onError: (error) => {
+      const message = error["response"]?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    },
+  });
+}
+
+export function useUpdateAiRoleMutation() {
+  const queryClient = useQueryClient();
+  const { t } = useTranslation();
+
+  return useMutation<IAiRole, Error, IAiRoleUpdate>({
+    mutationFn: (data) => updateAiRole(data),
+    onSuccess: () => {
+      notifications.show({ message: t("Updated successfully") });
+      queryClient.invalidateQueries({ queryKey: AI_ROLES_RQ_KEY });
+      // The role badge denormalized onto the chat list may have changed.
+      queryClient.invalidateQueries({ queryKey: AI_CHATS_RQ_KEY });
+    },
+    onError: (error) => {
+      const message = error["response"]?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    },
+  });
+}
+
+export function useDeleteAiRoleMutation() {
+  const queryClient = useQueryClient();
+  const { t } = useTranslation();
+
+  return useMutation<{ success: true }, Error, string>({
+    mutationFn: (id) => deleteAiRole(id),
+    onSuccess: () => {
+      notifications.show({ message: t("Deleted successfully") });
+      queryClient.invalidateQueries({ queryKey: AI_ROLES_RQ_KEY });
+      queryClient.invalidateQueries({ queryKey: AI_CHATS_RQ_KEY });
+    },
+    onError: (error) => {
+      const message = error["response"]?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    },
+  });
+}

apps/client/src/features/ai-chat/services/ai-chat-service.ts

@@ -5,6 +5,9 @@ import {
   IAiChatListParams,
   IAiChatMessageRow,
   IAiChatMessagesParams,
+  IAiRole,
+  IAiRoleCreate,
+  IAiRoleUpdate,
 } from "@/features/ai-chat/types/ai-chat.types.ts";
 
 /**
@@ -46,3 +49,33 @@ export async function renameAiChat(data: {
 export async function deleteAiChat(chatId: string): Promise<void> {
   await api.post("/ai-chat/delete", { chatId });
 }
+
+/**
+ * Agent roles API (`/ai-chat/roles`). `list` is available to any workspace
+ * member (for the chat-creation picker); create/update/delete are admin-only
+ * (the server enforces this). Same `{ data }` unwrap convention as above.
+ */
+
+/** List the workspace's agent roles. */
+export async function getAiRoles(): Promise<IAiRole[]> {
+  const req = await api.post<IAiRole[]>("/ai-chat/roles");
+  return req.data;
+}
+
+/** Create a role (admin). */
+export async function createAiRole(data: IAiRoleCreate): Promise<IAiRole> {
+  const req = await api.post<IAiRole>("/ai-chat/roles/create", data);
+  return req.data;
+}
+
+/** Update a role (admin). */
+export async function updateAiRole(data: IAiRoleUpdate): Promise<IAiRole> {
+  const req = await api.post<IAiRole>("/ai-chat/roles/update", data);
+  return req.data;
+}
+
+/** Soft-delete a role (admin). */
+export async function deleteAiRole(id: string): Promise<{ success: true }> {
+  const req = await api.post<{ success: true }>("/ai-chat/roles/delete", { id });
+  return req.data;
+}

apps/client/src/features/ai-chat/types/ai-chat.types.ts

@@ -13,6 +13,63 @@ export interface IAiChat {
   createdAt: string;
   updatedAt: string;
   deletedAt?: string | null;
+  // The agent role bound to this chat, if any (immutable after creation).
+  roleId?: string | null;
+  // Denormalized via a JOIN in the chat list response (the bound role's badge).
+  // Null when the chat has no role or the role was soft-deleted.
+  roleName?: string | null;
+  roleEmoji?: string | null;
+}
+
+/** Supported model drivers (mirrors the server `AI_DRIVERS`). */
+export type AiRoleDriver = "openai" | "gemini" | "ollama";
+
+/** Optional per-role model override (mirrors `model_config`). */
+export interface IAiRoleModelConfig {
+  driver?: AiRoleDriver;
+  chatModel?: string;
+}
+
+/**
+ * An agent role (mirrors the server role views). A role replaces the agent's
+ * persona (instructions) and may optionally override the model. The safety
+ * framework is always still applied server-side.
+ *
+ * The list endpoint returns the FULL view to admins and a reduced picker view to
+ * ordinary members, so the admin-only fields (`instructions`, `modelConfig`,
+ * `createdAt`, `updatedAt`) are optional here — present only for admins.
+ */
+export interface IAiRole {
+  id: string;
+  name: string;
+  emoji: string | null;
+  description: string | null;
+  instructions?: string;
+  modelConfig?: IAiRoleModelConfig | null;
+  enabled: boolean;
+  createdAt?: string;
+  updatedAt?: string;
+}
+
+/** Admin create payload for a role. */
+export interface IAiRoleCreate {
+  name: string;
+  emoji?: string;
+  description?: string;
+  instructions: string;
+  modelConfig?: IAiRoleModelConfig | null;
+  enabled?: boolean;
+}
+
+/** Admin update payload for a role (partial). */
+export interface IAiRoleUpdate {
+  id: string;
+  name?: string;
+  emoji?: string;
+  description?: string;
+  instructions?: string;
+  modelConfig?: IAiRoleModelConfig | null;
+  enabled?: boolean;
 }
 
 /**

apps/client/src/features/ai-chat/utils/assistant-name.test.ts

@@ -0,0 +1,24 @@
+import { describe, it, expect } from "vitest";
+import { resolveAssistantName } from "./assistant-name";
+
+describe("resolveAssistantName", () => {
+  it("returns a real name unchanged", () => {
+    expect(resolveAssistantName("Ada")).toBe("Ada");
+  });
+
+  it("trims surrounding whitespace from a real name", () => {
+    expect(resolveAssistantName("  Ada  ")).toBe("Ada");
+  });
+
+  it("returns null for a whitespace-only name (the reason for .trim())", () => {
+    expect(resolveAssistantName("   ")).toBeNull();
+  });
+
+  it("returns null when the name is undefined", () => {
+    expect(resolveAssistantName(undefined)).toBeNull();
+  });
+
+  it("returns null for an empty string", () => {
+    expect(resolveAssistantName("")).toBeNull();
+  });
+});

apps/client/src/features/ai-chat/utils/assistant-name.ts

@@ -0,0 +1,16 @@
+// Pure helper for resolving the assistant's display name. Kept free of React so
+// it can be unit-tested in isolation (see assistant-name.test.ts) and shared by
+// the components that render the assistant identity (TypingIndicator, MessageItem).
+
+/**
+ * Resolve the assistant's display name from the optional configured identity.
+ *
+ * Returns the trimmed name when it has visible (non-whitespace) characters, or
+ * `null` when the name is absent or whitespace-only. Callers fall back to a
+ * generic "AI agent" label on `null`. The `.trim()` is why a name of "   " must
+ * resolve to `null` rather than rendering an empty label.
+ */
+export function resolveAssistantName(assistantName?: string): string | null {
+  const name = assistantName?.trim();
+  return name ? name : null;
+}

apps/client/src/features/ai-chat/utils/collapse-helpers.test.ts

@@ -0,0 +1,79 @@
+import { describe, it, expect, beforeEach, afterEach } from "vitest";
+import {
+  shouldCollapseOnOutsidePointer,
+  isHeaderClick,
+} from "./collapse-helpers";
+
+describe("shouldCollapseOnOutsidePointer", () => {
+  let windowEl: HTMLDivElement;
+  let inside: HTMLSpanElement;
+  let portal: HTMLDivElement;
+  let portalChild: HTMLButtonElement;
+  let page: HTMLDivElement;
+
+  beforeEach(() => {
+    // The floating window with a child node.
+    windowEl = document.createElement("div");
+    inside = document.createElement("span");
+    windowEl.appendChild(inside);
+
+    // A Mantine-style portal (data-portal="true") with a child (e.g. a menu item).
+    portal = document.createElement("div");
+    portal.setAttribute("data-portal", "true");
+    portalChild = document.createElement("button");
+    portal.appendChild(portalChild);
+
+    // An unrelated page element.
+    page = document.createElement("div");
+
+    document.body.append(windowEl, portal, page);
+  });
+
+  afterEach(() => {
+    document.body.innerHTML = "";
+  });
+
+  it("returns false for a target inside the window", () => {
+    expect(shouldCollapseOnOutsidePointer(inside, windowEl)).toBe(false);
+    expect(shouldCollapseOnOutsidePointer(windowEl, windowEl)).toBe(false);
+  });
+
+  it("returns false for a target inside a Mantine portal", () => {
+    expect(shouldCollapseOnOutsidePointer(portal, windowEl)).toBe(false);
+    expect(shouldCollapseOnOutsidePointer(portalChild, windowEl)).toBe(false);
+  });
+
+  it("returns true for a target on the page (outside window and portals)", () => {
+    expect(shouldCollapseOnOutsidePointer(page, windowEl)).toBe(true);
+  });
+
+  it("returns false when there is no window element", () => {
+    expect(shouldCollapseOnOutsidePointer(page, null)).toBe(false);
+  });
+
+  it("returns false for a non-Element target", () => {
+    expect(shouldCollapseOnOutsidePointer(null, windowEl)).toBe(false);
+    expect(shouldCollapseOnOutsidePointer(document, windowEl)).toBe(false);
+  });
+});
+
+describe("isHeaderClick", () => {
+  it("treats a zero-movement press as a click", () => {
+    expect(isHeaderClick(100, 100, 100, 100)).toBe(true);
+  });
+
+  it("treats movement within the threshold as a click", () => {
+    expect(isHeaderClick(100, 100, 103, 97)).toBe(true);
+    expect(isHeaderClick(100, 100, 104, 104)).toBe(true);
+  });
+
+  it("treats movement beyond the threshold (either axis) as a drag", () => {
+    expect(isHeaderClick(100, 100, 105, 100)).toBe(false);
+    expect(isHeaderClick(100, 100, 100, 105)).toBe(false);
+  });
+
+  it("honors a custom threshold", () => {
+    expect(isHeaderClick(0, 0, 8, 0, 10)).toBe(true);
+    expect(isHeaderClick(0, 0, 11, 0, 10)).toBe(false);
+  });
+});

apps/client/src/features/ai-chat/utils/collapse-helpers.ts

@@ -0,0 +1,41 @@
+// Pure helpers for the AI chat window auto-collapse behavior. Kept free of React
+// so they can be unit-tested in isolation (see collapse-helpers.test.ts).
+
+/**
+ * Decide whether an outside pointer (mousedown) should collapse the chat window.
+ *
+ * Returns true only when the pointer target is genuinely "on the page": NOT
+ * inside the window element AND NOT inside a Mantine portal. Mantine renders
+ * dropdown menus (chat-list kebab), modals (delete-confirm), tooltips and
+ * notifications into portals tagged with `data-portal="true"`; clicks on those
+ * are part of operating the chat, so they must not collapse it.
+ */
+export function shouldCollapseOnOutsidePointer(
+  target: EventTarget | null,
+  windowEl: HTMLElement | null,
+): boolean {
+  if (!windowEl) return false;
+  if (!(target instanceof Element)) return false;
+  // Inside the window itself -> not an "away" interaction (drag, resize, typing).
+  if (windowEl.contains(target)) return false;
+  // Inside a Mantine portal the chat owns (kebab menu, confirm modal, tooltip,
+  // notifications). data-portal="true" reliably excludes all of them.
+  if (target.closest("[data-portal]")) return false;
+  return true;
+}
+
+/**
+ * Click-vs-drag discrimination for the window header: a press whose pointer
+ * moved less than `threshold` px on both axes between mousedown and mouseup is
+ * treated as a click (which expands a collapsed window), not a drag (which
+ * repositions it).
+ */
+export function isHeaderClick(
+  downX: number,
+  downY: number,
+  upX: number,
+  upY: number,
+  threshold = 4,
+): boolean {
+  return Math.abs(upX - downX) <= threshold && Math.abs(upY - downY) <= threshold;
+}

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/markdown.test.ts

@@ -0,0 +1,117 @@
+import { describe, expect, it } from "vitest";
+import { renderChatMarkdown } from "@/features/ai-chat/utils/markdown.ts";
+
+/**
+ * Tests for the internal-link neutralization used by the anonymous public
+ * share. Now that the share renders the assistant's MARKDOWN (not plain text),
+ * internal app links (e.g. `[page](/p/{uuid})`) would otherwise become clickable
+ * `<a href="/p/...">`, leaking internal UUIDs/structure and linking to auth-gated
+ * routes. With the flag ON those links are made inert (href removed) while the
+ * visible text and the rest of the markdown formatting are preserved; genuinely
+ * EXTERNAL http(s) links (a DIFFERENT host than the app's own origin) are kept
+ * with a safe rel/target, while absolute links back to our OWN origin are
+ * neutralized too. With the flag OFF (internal default) links keep their href so
+ * the authenticated chat is unchanged.
+ */
+
+/** Parse the rendered HTML and return the first <a> element (or null). */
+function firstAnchor(html: string): HTMLAnchorElement | null {
+  const doc = new DOMParser().parseFromString(html, "text/html");
+  return doc.querySelector("a");
+}
+
+describe("renderChatMarkdown — internal link neutralization", () => {
+  it("makes an internal link inert when the flag is ON (no href, text kept)", () => {
+    const html = renderChatMarkdown("[x](/p/abc)", {
+      neutralizeInternalLinks: true,
+    });
+    const a = firstAnchor(html);
+    expect(a).not.toBeNull();
+    expect(a!.hasAttribute("href")).toBe(false);
+    expect(a!.hasAttribute("target")).toBe(false);
+    // Visible link text is preserved.
+    expect(a!.textContent).toBe("x");
+  });
+
+  it("neutralizes bare-fragment links when the flag is ON", () => {
+    const html = renderChatMarkdown("[here](#section)", {
+      neutralizeInternalLinks: true,
+    });
+    const a = firstAnchor(html);
+    expect(a).not.toBeNull();
+    expect(a!.hasAttribute("href")).toBe(false);
+  });
+
+  it("keeps an external http(s) link with a safe rel/target when the flag is ON", () => {
+    const html = renderChatMarkdown("[y](https://example.com/x)", {
+      neutralizeInternalLinks: true,
+    });
+    const a = firstAnchor(html);
+    expect(a).not.toBeNull();
+    expect(a!.getAttribute("href")).toBe("https://example.com/x");
+    expect(a!.getAttribute("rel")).toBe("noopener noreferrer nofollow");
+    expect(a!.getAttribute("target")).toBe("_blank");
+  });
+
+  it("neutralizes an absolute link to our OWN origin when the flag is ON", () => {
+    // An LLM can emit an absolute URL back at our own host (e.g.
+    // `http://self/p/{uuid}`); it is internal and must be made inert just like a
+    // relative `/p/...` link, not kept clickable as if it were external.
+    const ownOrigin = `${window.location.origin}/p/abc`;
+    const html = renderChatMarkdown(`[x](${ownOrigin})`, {
+      neutralizeInternalLinks: true,
+    });
+    const a = firstAnchor(html);
+    expect(a).not.toBeNull();
+    expect(a!.hasAttribute("href")).toBe(false);
+    expect(a!.hasAttribute("target")).toBe(false);
+    expect(a!.textContent).toBe("x");
+  });
+
+  it("neutralizes dangerous/unsafe schemes when the flag is ON", () => {
+    // javascript:, data:, and protocol-relative `//...` must never stay
+    // clickable on the anonymous share — they are not genuinely external
+    // http(s) links to a different host, so the href is dropped (or sanitized
+    // away entirely by DOMPurify).
+    for (const markdown of [
+      "[a](javascript:alert(1))",
+      "[b](data:text/html,<script>alert(1)</script>)",
+      "[c](//evil.com/x)",
+    ]) {
+      const html = renderChatMarkdown(markdown, {
+        neutralizeInternalLinks: true,
+      });
+      const a = firstAnchor(html);
+      // Either the anchor was stripped of its href, or DOMPurify removed the
+      // unsafe href outright; in both cases nothing dangerous remains.
+      if (a !== null) {
+        expect(a.hasAttribute("href")).toBe(false);
+        expect(a.hasAttribute("target")).toBe(false);
+      }
+    }
+  });
+
+  it("keeps internal links clickable when the flag is OFF (internal default)", () => {
+    const html = renderChatMarkdown("[x](/p/abc)");
+    const a = firstAnchor(html);
+    expect(a).not.toBeNull();
+    expect(a!.getAttribute("href")).toBe("/p/abc");
+  });
+
+  it("keeps an absolute own-origin link clickable when the flag is OFF (internal default)", () => {
+    const ownOrigin = `${window.location.origin}/p/abc`;
+    const html = renderChatMarkdown(`[x](${ownOrigin})`);
+    const a = firstAnchor(html);
+    expect(a).not.toBeNull();
+    expect(a!.getAttribute("href")).toBe(ownOrigin);
+  });
+
+  it("does not leave a global DOMPurify hook that affects a later internal render", () => {
+    // A neutralizing render first, then an internal render: the internal link
+    // must survive (the hook is removed after the share render).
+    renderChatMarkdown("[x](/p/abc)", { neutralizeInternalLinks: true });
+    const html = renderChatMarkdown("[x](/p/abc)");
+    const a = firstAnchor(html);
+    expect(a!.getAttribute("href")).toBe("/p/abc");
+  });
+});

apps/client/src/features/ai-chat/utils/markdown.ts

@@ -1,6 +1,66 @@
 import { markdownToHtml } from "@docmost/editor-ext";
 import DOMPurify from "dompurify";
 
+export interface RenderChatMarkdownOptions {
+  /**
+   * Neutralize INTERNAL links so they render as inert text (no `href`/`target`).
+   * Used by the anonymous public share: the assistant's answer can contain
+   * relative app links (e.g. `[page](/p/{uuid})`, `[settings](/settings/members)`)
+   * that would otherwise become clickable `<a href="/p/...">`, leaking internal
+   * UUIDs/structure and pointing at auth-gated routes. An anonymous reader can
+   * still follow genuinely EXTERNAL `http(s)` links (a DIFFERENT host than the
+   * app's own origin), so those are kept (with a safe `rel`/`target`); absolute
+   * links back to our OWN origin (e.g. `https://self/p/{uuid}`) are internal and
+   * neutralized too. Defaults to false — the internal chat keeps internal links
+   * clickable for authenticated users.
+   */
+  neutralizeInternalLinks?: boolean;
+}
+
+/**
+ * Whether `href` points at an EXTERNAL absolute URL we are happy for an
+ * anonymous reader to follow. A link qualifies only if it is absolute
+ * `http(s)://` AND its host differs from the app's own origin
+ * (`window.location.host`): absolute links back to our OWN host (e.g.
+ * `https://self/p/{uuid}`) are internal and must be neutralized, exactly like
+ * relative `/p/...` links. Everything else (relative `/...`, bare fragments
+ * `#...`, protocol-relative `//...`, other schemes, or anything that does not
+ * parse) is treated as internal/unsafe and neutralized — fail closed.
+ */
+function isExternalHttpUrl(href: string): boolean {
+  const value = href.trim();
+  if (!/^https?:\/\//i.test(value)) return false;
+  try {
+    // External only if it points at a DIFFERENT host than the app's own origin.
+    // Absolute links back to our own host (e.g. https://self/p/{uuid}) are
+    // internal and must be neutralized, same as relative `/p/...` links.
+    return new URL(value).host !== window.location.host;
+  } catch {
+    return false; // unparseable -> treat as internal/unsafe, neutralize
+  }
+}
+
+/**
+ * DOMPurify `afterSanitizeAttributes` hook that neutralizes internal links.
+ * Hooks are GLOBAL on the DOMPurify instance, so this is only ever registered
+ * for the duration of a single sanitize call (added then removed in
+ * `renderChatMarkdown`) — it must never leak into the internal chat's renders.
+ */
+function neutralizeInternalLinksHook(node: Element): void {
+  if (node.nodeName !== "A") return;
+  const href = node.getAttribute("href");
+  if (href !== null && isExternalHttpUrl(href)) {
+    // Genuinely external link: keep it, but force a safe rel/target.
+    node.setAttribute("rel", "noopener noreferrer nofollow");
+    node.setAttribute("target", "_blank");
+    return;
+  }
+  // Internal/relative/fragment link (or no href): make it inert text. Drop the
+  // href and any target so it is no longer clickable; the visible text stays.
+  node.removeAttribute("href");
+  node.removeAttribute("target");
+}
+
 /**
  * Render AI markdown to sanitized HTML for read-only display. We reuse the
  * app's `markdownToHtml` (the same `marked` pipeline used for paste/import) so
@@ -12,9 +72,31 @@ import DOMPurify from "dompurify";
  * synchronously, but we guard the Promise case by returning a safe empty string
  * for that branch (the caller renders the raw text fallback instead).
  */
-export function renderChatMarkdown(markdown: string): string {
+export function renderChatMarkdown(
+  markdown: string,
+  options: RenderChatMarkdownOptions = {},
+): string {
   if (!markdown) return "";
   const html = markdownToHtml(markdown);
   if (typeof html !== "string") return "";
-  return DOMPurify.sanitize(html);
+
+  if (!options.neutralizeInternalLinks) {
+    // Internal chat: unchanged behavior, no hook registered.
+    return DOMPurify.sanitize(html);
+  }
+
+  // Public share: register the neutralization hook only for THIS sanitize call,
+  // then remove it immediately so it can never affect the internal chat (hooks
+  // are global on the shared DOMPurify instance).
+  DOMPurify.addHook("afterSanitizeAttributes", neutralizeInternalLinksHook);
+  try {
+    return DOMPurify.sanitize(html);
+  } finally {
+    // Remove by reference (not a bare pop) so we only ever remove OUR hook,
+    // robust to any other afterSanitizeAttributes hook registered in future.
+    DOMPurify.removeHook(
+      "afterSanitizeAttributes",
+      neutralizeInternalLinksHook,
+    );
+  }
 }

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/ai-chat/utils/tool-parts.tsx

@@ -5,9 +5,11 @@
  *
  * A tool part's `type` is `tool-${toolName}` (AI SDK v6 static tool parts) and
  * its `state` is one of input-streaming / input-available / output-available /
- * output-error (we only surface running / done / error). The server tools are:
- * searchPages, getPage, createPage, updatePageContent, renamePage, movePage,
- * deletePage, createComment, resolveComment — see ai-chat-tools.service.ts.
+ * output-error (we only surface running / done / error). The full toolset the
+ * server exposes lives in `ai-chat-tools.service.ts` (the agent now exposes the
+ * complete Docmost toolset); friendly action-log labels exist ONLY for the
+ * tools listed in `toolLabelKey` below — every other tool falls through to the
+ * generic "Ran tool {{name}}" label.
  */
 
 /** A tool UI part as it arrives from `useChat` / persisted history. */
@@ -38,6 +40,11 @@ export interface ToolCitation {
   href: string;
 }
 
+/** True for AI SDK tool parts (static `tool-*` or `dynamic-tool`). */
+export function isToolPart(type: string): boolean {
+  return type.startsWith("tool-") || type === "dynamic-tool";
+}
+
 /** Extract the tool name from a part `type` of `tool-${name}` (or dynamic). */
 export function getToolName(part: ToolUiPart): string {
   if (part.type === "dynamic-tool") return part.toolName ?? "";

apps/client/src/features/comment/components/comment-list-item.tsx

@@ -116,8 +116,8 @@ function CommentListItem({
   }
 
   return (
-    <Box ref={ref} pb="xs">
-      <Group>
+    <Box ref={ref} pb={6}>
+      <Group gap="xs">
         <CustomAvatar
           size="sm"
           avatarUrl={comment.creator.avatarUrl}
@@ -126,7 +126,7 @@ function CommentListItem({
 
         <div style={{ flex: 1 }}>
           <Group justify="space-between" wrap="nowrap">
-            <Text size="sm" fw={500} lineClamp={1}>
+            <Text size="xs" fw={500} lineClamp={1}>
               {comment.creator.name}
             </Text>
 
@@ -177,7 +177,7 @@ function CommentListItem({
             tabIndex={0}
             aria-label={t("Jump to comment selection")}
           >
-            <Text size="sm">{comment?.selection}</Text>
+            <Text size="xs">{comment?.selection}</Text>
           </Box>
         )}
 

apps/client/src/features/comment/components/comment-list-with-tabs.tsx

@@ -121,8 +121,8 @@ function CommentListWithTabs() {
       <Paper
         shadow="sm"
         radius="md"
-        p="sm"
-        mb="sm"
+        p="xs"
+        mb="xs"
         withBorder
         key={comment.id}
         data-comment-id={comment.id}
@@ -145,7 +145,7 @@ function CommentListWithTabs() {
 
         {!comment.resolvedAt && canComment && (
           <>
-            <Divider my={4} />
+            <Divider my={2} />
             <CommentEditorWithActions
               commentId={comment.id}
               onSave={handleAddReply}

apps/client/src/features/comment/components/comment.module.css

@@ -1,15 +1,11 @@
-.wrapper {
-    padding: var(--mantine-spacing-md);
-}
-
 .focused-thread {
     border: 2px solid #8d7249;
 }
 
 .textSelection {
-    margin-top: 4px;
+    margin-top: 2px;
     border-left: 2px solid var(--mantine-color-gray-6);
-    padding: 8px;
+    padding: 6px;
     background: var(--mantine-color-gray-light);
     cursor: pointer;
     overflow-wrap: break-word;
@@ -32,6 +28,9 @@
         box-shadow: 0 0 0 2px var(--mantine-color-blue-3);
     }
 
+    /* Denser comments: override the global 16px ProseMirror body size with 14px
+       and tighten the rhythm vs. the comment header. Scoped to the comment
+       editor only - the page editor is unaffected. */
     .ProseMirror :global(.ProseMirror){
         border-radius: var(--mantine-radius-sm);
         max-width: 100%;
@@ -39,7 +38,9 @@
         word-break: break-word;
         padding-left: 6px;
         padding-right: 6px;
-        margin-top: 10px;
+        font-size: var(--mantine-font-size-sm);
+        line-height: 1.4;
+        margin-top: 4px;
         margin-bottom: 2px;
     }
 

apps/client/src/features/editor/components/footnote/footnote-definition-view.tsx

@@ -0,0 +1,48 @@
+import { NodeViewContent, NodeViewProps, NodeViewWrapper } from "@tiptap/react";
+import { useTranslation } from "react-i18next";
+import { getFootnoteNumber } from "@docmost/editor-ext";
+import classes from "./footnote.module.css";
+
+/**
+ * NodeView for a single footnote definition: a decorative number marker, the
+ * editable content (NodeViewContent), and a "↩" back-link to its reference.
+ * The number is derived from the document (not stored).
+ */
+export default function FootnoteDefinitionView(props: NodeViewProps) {
+  const { node, editor } = props;
+  const { t } = useTranslation();
+  const id = node.attrs.id as string;
+
+  // Read the cached number from the numbering plugin (computed once per doc
+  // change) rather than recomputing the whole map on every render.
+  const number = getFootnoteNumber(editor.state, id) ?? "?";
+
+  const handleBack = (e: React.MouseEvent) => {
+    e.preventDefault();
+    editor.commands.scrollToReference(id);
+  };
+
+  return (
+    <NodeViewWrapper
+      data-footnote-def=""
+      data-id={id}
+      className={classes.definition}
+      style={{ ["--footnote-number" as any]: `"${number}"` }}
+    >
+      <span className={classes.definitionMarker} contentEditable={false}>
+        {number}.
+      </span>
+      <NodeViewContent className={classes.definitionContent} />
+      <span
+        className={classes.backLink}
+        contentEditable={false}
+        onClick={handleBack}
+        role="button"
+        aria-label={t("Back to reference")}
+        title={t("Back to reference")}
+      >
+        ↩
+      </span>
+    </NodeViewWrapper>
+  );
+}

apps/client/src/features/editor/components/footnote/footnote-reference-view.tsx

@@ -0,0 +1,146 @@
+import { useEffect, useRef, useState, useCallback } from "react";
+import { NodeViewProps, NodeViewWrapper } from "@tiptap/react";
+import { createPortal } from "react-dom";
+import { useTranslation } from "react-i18next";
+import {
+  autoUpdate,
+  computePosition,
+  flip,
+  offset,
+  shift,
+} from "@floating-ui/dom";
+import {
+  FOOTNOTE_DEFINITION_NAME,
+  getFootnoteNumber,
+} from "@docmost/editor-ext";
+import { ActionIcon } from "@mantine/core";
+import { IconArrowDown } from "@tabler/icons-react";
+import classes from "./footnote.module.css";
+
+/**
+ * Read the plain text of the footnote definition with `id` directly from the
+ * editor state. No sub-editor: the popover is read-only.
+ */
+function getDefinitionText(editor: NodeViewProps["editor"], id: string): string {
+  let text = "";
+  editor.state.doc.descendants((node) => {
+    if (
+      node.type.name === FOOTNOTE_DEFINITION_NAME &&
+      node.attrs.id === id
+    ) {
+      text = node.textContent;
+      return false;
+    }
+    return undefined;
+  });
+  return text;
+}
+
+export default function FootnoteReferenceView(props: NodeViewProps) {
+  const { node, editor, selected } = props;
+  const { t } = useTranslation();
+  const id = node.attrs.id as string;
+
+  const anchorRef = useRef<HTMLElement | null>(null);
+  const popoverRef = useRef<HTMLDivElement | null>(null);
+  const [open, setOpen] = useState(false);
+
+  // Number is derived (not stored). Read it from the numbering plugin's cached
+  // map (computed once per doc change) instead of walking the whole document on
+  // every render — recomputing per NodeView per render was O(n^2) per keystroke.
+  const number = getFootnoteNumber(editor.state, id) ?? "?";
+  const defText = open ? getDefinitionText(editor, id) : "";
+
+  const position = useCallback(() => {
+    const anchor = anchorRef.current;
+    const popup = popoverRef.current;
+    if (!anchor || !popup) return;
+    computePosition(anchor, popup, {
+      placement: "top",
+      middleware: [offset(6), flip(), shift({ padding: 8 })],
+    }).then(({ x, y }) => {
+      popup.style.left = `${x}px`;
+      popup.style.top = `${y}px`;
+    });
+  }, []);
+
+  useEffect(() => {
+    if (!open) return;
+    const anchor = anchorRef.current;
+    const popup = popoverRef.current;
+    if (!anchor || !popup) return;
+
+    const cleanup = autoUpdate(anchor, popup, position);
+
+    const onPointerDown = (e: PointerEvent) => {
+      if (
+        popup.contains(e.target as Node) ||
+        anchor.contains(e.target as Node)
+      ) {
+        return;
+      }
+      setOpen(false);
+    };
+    document.addEventListener("pointerdown", onPointerDown, true);
+
+    return () => {
+      cleanup();
+      document.removeEventListener("pointerdown", onPointerDown, true);
+    };
+  }, [open, position]);
+
+  const handleGoTo = (e: React.MouseEvent) => {
+    e.preventDefault();
+    e.stopPropagation();
+    setOpen(false);
+    editor.commands.scrollToFootnote(id);
+  };
+
+  return (
+    <NodeViewWrapper as="span" style={{ display: "inline" }}>
+      <sup
+        ref={(el) => (anchorRef.current = el)}
+        data-footnote-ref=""
+        data-id={id}
+        className={`${classes.reference} ${selected ? classes.selected : ""}`}
+        onMouseEnter={() => setOpen(true)}
+        onClick={(e) => {
+          e.preventDefault();
+          setOpen((v) => !v);
+        }}
+        // The decoration sets --footnote-number; provide a fallback inline.
+        style={{ ["--footnote-number" as any]: `"${number}"` }}
+        aria-label={t("Footnote {{number}}", { number })}
+        role="button"
+      />
+      {open &&
+        createPortal(
+          <div
+            ref={popoverRef}
+            className={classes.popover}
+            role="tooltip"
+            onMouseLeave={() => setOpen(false)}
+          >
+            <div className={classes.popoverHeader}>
+              <span className={classes.popoverNumber}>
+                {t("Footnote {{number}}", { number })}
+              </span>
+              <ActionIcon
+                variant="subtle"
+                size="sm"
+                color="gray"
+                onClick={handleGoTo}
+                aria-label={t("Go to footnote")}
+              >
+                <IconArrowDown size={16} />
+              </ActionIcon>
+            </div>
+            <div className={classes.popoverBody}>
+              {defText || t("Empty footnote")}
+            </div>
+          </div>,
+          document.body,
+        )}
+    </NodeViewWrapper>
+  );
+}

apps/client/src/features/editor/components/footnote/footnote.module.css

@@ -0,0 +1,111 @@
+/* Superscript reference marker. The visible number comes from the numbering
+   plugin decoration which sets the --footnote-number CSS variable. */
+.reference {
+  cursor: pointer;
+  color: var(--mantine-color-blue-6);
+  font-weight: 500;
+  vertical-align: super;
+  font-size: 0.75em;
+  line-height: 0;
+  user-select: none;
+  white-space: nowrap;
+}
+
+.reference::after {
+  content: var(--footnote-number, "");
+}
+
+.reference:hover {
+  text-decoration: underline;
+}
+
+.reference.selected {
+  background-color: var(--mantine-color-blue-1);
+  border-radius: 2px;
+}
+
+/* Read-only popover shown on hover/click of a reference. */
+.popover {
+  position: absolute;
+  z-index: 1000;
+  max-width: 360px;
+  padding: var(--mantine-spacing-sm);
+  background: var(--mantine-color-body);
+  color: var(--mantine-color-default-color);
+  border: 1px solid var(--mantine-color-default-border);
+  border-radius: var(--mantine-radius-md);
+  box-shadow: var(--mantine-shadow-md);
+  font-size: var(--mantine-font-size-sm);
+  line-height: 1.4;
+}
+
+.popoverHeader {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: var(--mantine-spacing-xs);
+  margin-bottom: 4px;
+}
+
+.popoverNumber {
+  font-weight: 600;
+  color: var(--mantine-color-dimmed);
+}
+
+.popoverBody {
+  white-space: pre-wrap;
+  word-break: break-word;
+}
+
+/* Bottom footnotes container. */
+.list {
+  margin-top: var(--mantine-spacing-lg);
+  padding-top: var(--mantine-spacing-md);
+  border-top: 1px solid var(--mantine-color-default-border);
+}
+
+.listHeading {
+  font-weight: 600;
+  font-size: var(--mantine-font-size-sm);
+  color: var(--mantine-color-dimmed);
+  margin-bottom: var(--mantine-spacing-xs);
+  text-transform: uppercase;
+  letter-spacing: 0.03em;
+}
+
+.definition {
+  display: flex;
+  align-items: flex-start;
+  /* Tight number→text spacing (~one space) so it reads like "1. text"
+     instead of leaving a wide gap after the period. */
+  gap: 0.4em;
+  padding: 2px 0;
+}
+
+.definitionMarker {
+  flex: 0 0 auto;
+  min-width: 1.5em;
+  /* Right-align within the narrow column so the period sits next to the text
+     and multi-digit numbers (10, 11, …) stay aligned on their right edge. */
+  text-align: right;
+  font-variant-numeric: tabular-nums;
+  color: var(--mantine-color-dimmed);
+  user-select: none;
+}
+
+.definitionContent {
+  flex: 1 1 auto;
+  min-width: 0;
+}
+
+.backLink {
+  flex: 0 0 auto;
+  cursor: pointer;
+  color: var(--mantine-color-blue-6);
+  user-select: none;
+  font-size: 0.9em;
+}
+
+.backLink:hover {
+  text-decoration: underline;
+}

apps/client/src/features/editor/components/footnote/footnotes-list-view.tsx

@@ -0,0 +1,20 @@
+import { NodeViewContent, NodeViewProps, NodeViewWrapper } from "@tiptap/react";
+import { useTranslation } from "react-i18next";
+import classes from "./footnote.module.css";
+
+/**
+ * NodeView for the bottom footnotes container. Renders a visual separator and a
+ * localized heading, then the editable list of definitions via NodeViewContent.
+ */
+export default function FootnotesListView(_props: NodeViewProps) {
+  const { t } = useTranslation();
+
+  return (
+    <NodeViewWrapper>
+      <div className={classes.list} contentEditable={false}>
+        <div className={classes.listHeading}>{t("Footnotes")}</div>
+      </div>
+      <NodeViewContent />
+    </NodeViewWrapper>
+  );
+}

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

@@ -0,0 +1,170 @@
+import { describe, it, expect } from "vitest";
+import {
+  buildSandboxSrcdoc,
+  canEdit,
+  clampHeight,
+  HTML_EMBED_HEIGHT_MESSAGE,
+  HTML_EMBED_SANDBOX,
+  isTrustedHeightMessage,
+  MAX_IFRAME_HEIGHT,
+  MIN_IFRAME_HEIGHT,
+  shouldRender,
+} from "./html-embed-sandbox";
+
+describe("buildSandboxSrcdoc", () => {
+  it("embeds the user source verbatim", () => {
+    const out = buildSandboxSrcdoc("<div id='x'>hello</div>");
+    expect(out).toContain("<div id='x'>hello</div>");
+  });
+
+  it("injects the height-postMessage bootstrap after the source", () => {
+    const out = buildSandboxSrcdoc("<p>body</p>");
+    // The bootstrap is appended AFTER the source.
+    expect(out.indexOf("<p>body</p>")).toBeLessThan(
+      out.indexOf(HTML_EMBED_HEIGHT_MESSAGE),
+    );
+    // It reports its height to the parent via postMessage with the agreed type.
+    expect(out).toContain("parent.postMessage");
+    expect(out).toContain(HTML_EMBED_HEIGHT_MESSAGE);
+    // It observes resizes so the parent can keep the iframe sized to fit.
+    expect(out).toContain("ResizeObserver");
+    expect(out).toContain('addEventListener("load"');
+  });
+
+  it("handles an empty source (still injects the bootstrap)", () => {
+    const out = buildSandboxSrcdoc("");
+    expect(out).toContain(HTML_EMBED_HEIGHT_MESSAGE);
+  });
+});
+
+describe("shouldRender (render policy)", () => {
+  it("read-only renders regardless of the workspace toggle", () => {
+    // isEditable=false → the server already gated the content.
+    expect(shouldRender(false, false)).toBe(true);
+    expect(shouldRender(false, true)).toBe(true);
+  });
+
+  it("editable + toggle OFF does NOT render", () => {
+    expect(shouldRender(true, false)).toBe(false);
+  });
+
+  it("editable + toggle ON renders", () => {
+    expect(shouldRender(true, true)).toBe(true);
+  });
+});
+
+describe("clampHeight", () => {
+  it("clamps below the lower bound up to MIN_IFRAME_HEIGHT", () => {
+    expect(clampHeight(0)).toBe(MIN_IFRAME_HEIGHT);
+    expect(clampHeight(-100)).toBe(MIN_IFRAME_HEIGHT);
+    expect(clampHeight(MIN_IFRAME_HEIGHT - 1)).toBe(MIN_IFRAME_HEIGHT);
+  });
+
+  it("clamps above the upper bound down to MAX_IFRAME_HEIGHT", () => {
+    expect(clampHeight(MAX_IFRAME_HEIGHT + 1)).toBe(MAX_IFRAME_HEIGHT);
+    expect(clampHeight(999999)).toBe(MAX_IFRAME_HEIGHT);
+  });
+
+  it("passes a value within range through unchanged", () => {
+    expect(clampHeight(150)).toBe(150);
+    expect(clampHeight(MIN_IFRAME_HEIGHT)).toBe(MIN_IFRAME_HEIGHT);
+    expect(clampHeight(MAX_IFRAME_HEIGHT)).toBe(MAX_IFRAME_HEIGHT);
+  });
+});
+
+describe("isTrustedHeightMessage (resize message guard)", () => {
+  // Stand-ins for window objects; identity is all the guard compares.
+  const ownWindow = {} as Window;
+  const foreignWindow = {} as Window;
+  const iframeEl = { contentWindow: ownWindow };
+
+  const validData = { type: HTML_EMBED_HEIGHT_MESSAGE, height: 300 };
+
+  it("accepts a same-source message with a finite numeric height", () => {
+    expect(
+      isTrustedHeightMessage({ source: ownWindow, data: validData }, iframeEl),
+    ).toBe(true);
+  });
+
+  it("rejects a message from a DIFFERENT source (foreign window)", () => {
+    // A page can postMessage anything; only our own iframe's contentWindow is
+    // trusted. This is the core security check.
+    expect(
+      isTrustedHeightMessage(
+        { source: foreignWindow, data: validData },
+        iframeEl,
+      ),
+    ).toBe(false);
+  });
+
+  it("rejects a wrong-type message even from the right source", () => {
+    expect(
+      isTrustedHeightMessage(
+        { source: ownWindow, data: { type: "something-else", height: 300 } },
+        iframeEl,
+      ),
+    ).toBe(false);
+  });
+
+  it("rejects a NaN height", () => {
+    expect(
+      isTrustedHeightMessage(
+        { source: ownWindow, data: { type: HTML_EMBED_HEIGHT_MESSAGE, height: NaN } },
+        iframeEl,
+      ),
+    ).toBe(false);
+  });
+
+  it("rejects an Infinity height", () => {
+    expect(
+      isTrustedHeightMessage(
+        {
+          source: ownWindow,
+          data: { type: HTML_EMBED_HEIGHT_MESSAGE, height: Infinity },
+        },
+        iframeEl,
+      ),
+    ).toBe(false);
+  });
+
+  it("rejects when the iframe element / contentWindow is null", () => {
+    expect(
+      isTrustedHeightMessage({ source: ownWindow, data: validData }, null),
+    ).toBe(false);
+    expect(
+      isTrustedHeightMessage(
+        { source: null, data: validData },
+        { contentWindow: null },
+      ),
+    ).toBe(false);
+  });
+});
+
+describe("iframe sandbox attributes", () => {
+  it("uses EXACTLY allow-scripts allow-popups allow-forms (no allow-same-origin)", () => {
+    expect(HTML_EMBED_SANDBOX).toBe("allow-scripts allow-popups allow-forms");
+    // The critical security invariant: opaque origin => no session/cookie access.
+    expect(HTML_EMBED_SANDBOX).not.toContain("allow-same-origin");
+  });
+
+  it("the NodeView renders the embed via srcDoc (not src), set to the sandbox doc", () => {
+    // The iframe carries the generated srcdoc; it never loads an external URL.
+    const srcdoc = buildSandboxSrcdoc("<p>hi</p>");
+    expect(srcdoc).toContain("<p>hi</p>");
+    expect(srcdoc).toContain(HTML_EMBED_HEIGHT_MESSAGE);
+  });
+});
+
+describe("canEdit (edit policy)", () => {
+  it("any member can edit when editable and the toggle is ON (no admin gate)", () => {
+    expect(canEdit(true, true)).toBe(true);
+  });
+
+  it("cannot edit when the toggle is OFF", () => {
+    expect(canEdit(true, false)).toBe(false);
+  });
+
+  it("cannot edit in read-only mode (no edit affordance)", () => {
+    expect(canEdit(false, true)).toBe(false);
+  });
+});

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

@@ -0,0 +1,142 @@
+/**
+ * Pure helpers for the HTML embed node view. Kept out of the React component so
+ * the sandbox srcdoc builder and the render/edit policy can be unit-tested
+ * against a bare environment with no Tiptap/Mantine providers.
+ */
+
+/** postMessage type the sandboxed iframe uses to report its content height. */
+export const HTML_EMBED_HEIGHT_MESSAGE = "gitmost-html-embed-height";
+
+// Sane bounds for the auto-resized iframe so a runaway embed cannot blow up the
+// page layout, and a sensible default before the first height message arrives.
+export const MIN_IFRAME_HEIGHT = 40;
+export const MAX_IFRAME_HEIGHT = 4000;
+export const DEFAULT_IFRAME_HEIGHT = 150;
+
+/**
+ * Sandbox tokens for the embed iframe. Intentionally does NOT include
+ * `allow-same-origin`: the content must run in an opaque ("null") origin so it
+ * cannot read the viewer's cookies/session/API.
+ */
+export const HTML_EMBED_SANDBOX = "allow-scripts allow-popups allow-forms";
+
+/** Clamp a reported/configured height into the sane iframe bounds. */
+export function clampHeight(h: number): number {
+  return Math.min(MAX_IFRAME_HEIGHT, Math.max(MIN_IFRAME_HEIGHT, h));
+}
+
+/**
+ * Guard for the auto-resize `message` handler. Returns the clamped numeric
+ * height ONLY when the event is a trusted resize report; otherwise null.
+ *
+ * Trusted means ALL of:
+ *  - `event.source` is this iframe's own `contentWindow` (the sandboxed srcdoc
+ *    has an opaque "null" origin, so we cannot match by `event.origin` — we
+ *    match by source instead). A message from any OTHER window is rejected.
+ *  - the payload `type` is exactly our agreed resize message type.
+ *  - the reported `height` is a finite number (rejects NaN/Infinity).
+ */
+export function isTrustedHeightMessage(
+  event: Pick<MessageEvent, "source" | "data">,
+  iframeEl: { contentWindow: Window | null } | null,
+): boolean {
+  // Reject when there is no contentWindow to match against; otherwise a `null`
+  // event.source would spuriously equal a `null` contentWindow.
+  if (!iframeEl?.contentWindow) return false;
+  if (event.source !== iframeEl.contentWindow) return false;
+  const data = event.data as { type?: string; height?: number } | null;
+  if (data?.type !== HTML_EMBED_HEIGHT_MESSAGE) return false;
+  return Number.isFinite(Number(data.height));
+}
+
+/**
+ * Build the `srcdoc` document for the sandboxed embed iframe.
+ *
+ * The user's `source` is placed verbatim, then a small bootstrap <script> is
+ * appended at the end of the body. The iframe is rendered with a sandbox that
+ * does NOT include `allow-same-origin`, so this content runs in an opaque
+ * ("null") origin and cannot read the viewer's cookies/session/API — it is
+ * harmless. The bootstrap measures the document height and reports it to the
+ * parent via postMessage on load and whenever the content resizes, so the
+ * parent can size the iframe to fit (auto-resize mode).
+ */
+export function buildSandboxSrcdoc(source: string): string {
+  const bootstrap = `
+<script>
+  (function () {
+    var lastSent = -1;
+    var scheduled = false;
+    function measure() {
+      var doc = document.documentElement;
+      var body = document.body;
+      return Math.max(
+        doc ? doc.scrollHeight : 0,
+        body ? body.scrollHeight : 0
+      );
+    }
+    function flush() {
+      scheduled = false;
+      var height = measure();
+      // Only report when the height actually changed by more than 1px. This
+      // damps the iframe self-measure feedback loop: content sized to the iframe
+      // viewport would otherwise oscillate as the parent resizes the frame in
+      // response to each report.
+      if (Math.abs(height - lastSent) <= 1) return;
+      lastSent = height;
+      parent.postMessage(
+        { type: ${JSON.stringify(HTML_EMBED_HEIGHT_MESSAGE)}, height: height },
+        "*"
+      );
+    }
+    function reportHeight() {
+      if (scheduled) return;
+      scheduled = true;
+      if (typeof requestAnimationFrame === "function") {
+        requestAnimationFrame(flush);
+      } else {
+        flush();
+      }
+    }
+    window.addEventListener("load", reportHeight);
+    // Report an initial height now (runs during parse, before load/images
+    // settle); the load handler and ResizeObserver refine it as content changes.
+    reportHeight();
+    if (typeof ResizeObserver !== "undefined") {
+      try {
+        var ro = new ResizeObserver(reportHeight);
+        ro.observe(document.documentElement);
+      } catch (e) {
+        // ResizeObserver unavailable/failed: the load handler still reports once.
+      }
+    }
+  })();
+</script>`;
+  return `${source || ""}${bootstrap}`;
+}
+
+/**
+ * Render 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 master toggle is OFF). An anonymous viewer has no workspace and
+ *    thus reads `featureEnabled` as false, so we must NOT gate rendering on it
+ *    here — we render exactly the `source` the server chose to serve.
+ *  - EDITABLE editor: gate on the per-workspace master toggle so an author sees
+ *    the inert placeholder when the feature is OFF.
+ */
+export function shouldRender(
+  isEditable: boolean,
+  featureEnabled: boolean,
+): boolean {
+  return !isEditable || featureEnabled;
+}
+
+/**
+ * The edit affordance is only meaningful in edit mode and is offered only when
+ * the workspace master toggle is ON. The block renders in a sandboxed iframe
+ * (no same-origin access), so authoring is allowed to ANY member — there is no
+ * admin requirement.
+ */
+export function canEdit(isEditable: boolean, featureEnabled: boolean): boolean {
+  return isEditable && featureEnabled;
+}

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

@@ -0,0 +1,50 @@
+.htmlEmbedNodeView {
+  position: relative;
+}
+
+/* Fallback container used only for the empty, non-editor case. */
+.htmlEmbedContent {
+  width: 100%;
+}
+
+/* The sandboxed iframe the embed source is rendered into. */
+.htmlEmbedFrame {
+  display: block;
+  width: 100%;
+  border: none;
+}
+
+/* Edit affordance overlay, only shown while editing the document. */
+.htmlEmbedToolbar {
+  position: absolute;
+  top: 4px;
+  right: 4px;
+  z-index: 2;
+  opacity: 0;
+  transition: opacity 0.15s ease;
+}
+
+.htmlEmbedNodeView:hover .htmlEmbedToolbar {
+  opacity: 1;
+}
+
+/* Placeholder card shown when the source is empty (edit mode only). */
+.htmlEmbedPlaceholder {
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  gap: 8px;
+  padding: 16px;
+  border: 1px dashed var(--mantine-color-gray-4);
+  border-radius: 8px;
+  color: var(--mantine-color-dimmed);
+
+  @mixin dark {
+    border-color: var(--mantine-color-dark-3);
+  }
+}
+
+.htmlEmbedSelected {
+  outline: 2px solid var(--mantine-color-blue-5);
+  border-radius: 8px;
+}

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

@@ -0,0 +1,207 @@
+import { NodeViewProps, NodeViewWrapper } from "@tiptap/react";
+import React, {
+  useCallback,
+  useEffect,
+  useMemo,
+  useRef,
+  useState,
+} from "react";
+import clsx from "clsx";
+import {
+  ActionIcon,
+  Button,
+  Group,
+  Modal,
+  NumberInput,
+  Text,
+  Textarea,
+} from "@mantine/core";
+import { IconCode, IconEdit } from "@tabler/icons-react";
+import { useTranslation } from "react-i18next";
+import { useAtomValue } from "jotai";
+import { workspaceAtom } from "@/features/user/atoms/current-user-atom.ts";
+import classes from "./html-embed-view.module.css";
+import {
+  buildSandboxSrcdoc,
+  canEdit as computeCanEdit,
+  clampHeight,
+  DEFAULT_IFRAME_HEIGHT,
+  HTML_EMBED_SANDBOX,
+  isTrustedHeightMessage,
+  MAX_IFRAME_HEIGHT,
+  MIN_IFRAME_HEIGHT,
+  shouldRender as computeShouldRender,
+} from "./html-embed-sandbox.ts";
+
+export default function HtmlEmbedView(props: NodeViewProps) {
+  const { t } = useTranslation();
+  const { node, selected, updateAttributes, editor } = props;
+  const { source, height } = node.attrs as {
+    source: string;
+    height: number | null;
+  };
+
+  // The HTML embed renders inside a SANDBOXED iframe (no same-origin access), so
+  // the workspace toggle is a feature switch, not a security gate. When OFF (the
+  // default) we render a neutral placeholder in the editor and nothing else.
+  const workspace = useAtomValue(workspaceAtom);
+  const htmlEmbedEnabled = workspace?.settings?.htmlEmbed === true;
+
+  const shouldRender = computeShouldRender(
+    editor.isEditable,
+    htmlEmbedEnabled,
+  );
+
+  const iframeRef = useRef<HTMLIFrameElement | null>(null);
+  const [modalOpen, setModalOpen] = useState(false);
+  const [draft, setDraft] = useState<string>(source || "");
+  const [draftHeight, setDraftHeight] = useState<number | "">(height ?? "");
+
+  // True when the author pinned an explicit height; otherwise we auto-resize to
+  // the iframe's reported content height.
+  const hasFixedHeight = typeof height === "number" && Number.isFinite(height);
+
+  // Auto-resize height tracked in state. Seeded to the default and updated from
+  // the iframe's postMessage reports (see effect below) regardless of mode, so
+  // switching a fixed-height embed back to auto immediately reflects the last
+  // reported content height instead of staying pinned to the old fixed value.
+  const [autoHeight, setAutoHeight] = useState<number>(DEFAULT_IFRAME_HEIGHT);
+
+  const srcdoc = useMemo(() => buildSandboxSrcdoc(source || ""), [source]);
+
+  // Auto-resize: accept height messages ONLY from this iframe's own content
+  // window. The sandboxed srcdoc has an opaque ("null") origin, so we cannot
+  // match by event.origin — we match by event.source instead. We track the
+  // reported height even while a fixed height is in effect, so toggling back to
+  // auto shows the current content height with no iframe reload.
+  useEffect(() => {
+    function onMessage(event: MessageEvent) {
+      if (!isTrustedHeightMessage(event, iframeRef.current)) return;
+      const next = Number((event.data as { height?: number }).height);
+      setAutoHeight(clampHeight(next));
+    }
+    window.addEventListener("message", onMessage);
+    return () => window.removeEventListener("message", onMessage);
+  }, []);
+
+  const effectiveHeight = hasFixedHeight ? clampHeight(height) : autoHeight;
+
+  const openEditor = useCallback(() => {
+    setDraft(source || "");
+    setDraftHeight(height ?? "");
+    setModalOpen(true);
+  }, [source, height]);
+
+  const onSave = useCallback(() => {
+    if (editor.isEditable) {
+      updateAttributes({
+        source: draft,
+        height: draftHeight === "" ? null : Number(draftHeight),
+      });
+    }
+    setModalOpen(false);
+  }, [draft, draftHeight, editor.isEditable, updateAttributes]);
+
+  // The edit affordance is only meaningful in edit mode and is offered only when
+  // the workspace master toggle is ON. Any member can edit (sandboxed = safe).
+  const canEdit = computeCanEdit(editor.isEditable, htmlEmbedEnabled);
+
+  return (
+    <NodeViewWrapper
+      data-drag-handle
+      className={clsx(classes.htmlEmbedNodeView, {
+        [classes.htmlEmbedSelected]: selected,
+      })}
+    >
+      {canEdit && (
+        <div className={classes.htmlEmbedToolbar}>
+          <ActionIcon
+            variant="default"
+            size="sm"
+            aria-label={t("Edit HTML embed")}
+            onClick={openEditor}
+          >
+            <IconEdit size={16} />
+          </ActionIcon>
+        </div>
+      )}
+
+      {!shouldRender ? (
+        // Feature disabled for this workspace AND we're in the editable editor:
+        // render a neutral placeholder so an existing embed is visibly inert for
+        // the author. Read-only / share viewers never hit this branch
+        // (`shouldRender` is always true there) — they render exactly the
+        // source the server chose to serve.
+        <div className={classes.htmlEmbedPlaceholder}>
+          <IconCode size={18} />
+          <Text size="sm">
+            {t("HTML embed is disabled in this workspace")}
+          </Text>
+        </div>
+      ) : source ? (
+        // Raw HTML/CSS/JS rendered inside a sandboxed iframe (no same-origin):
+        // scripts run in an opaque origin and cannot touch the viewer's
+        // session/cookies/API.
+        <iframe
+          ref={iframeRef}
+          className={classes.htmlEmbedFrame}
+          sandbox={HTML_EMBED_SANDBOX}
+          srcDoc={srcdoc}
+          title={t("HTML embed")}
+          referrerPolicy="no-referrer"
+          style={{ height: effectiveHeight }}
+        />
+      ) : canEdit ? (
+        <div className={classes.htmlEmbedPlaceholder} onClick={openEditor}>
+          <IconCode size={18} />
+          <Text size="sm">{t("Click to add HTML / CSS / JS")}</Text>
+        </div>
+      ) : (
+        // Empty source, non-editor: render nothing visible.
+        <div className={classes.htmlEmbedContent} />
+      )}
+
+      <Modal
+        opened={modalOpen}
+        onClose={() => setModalOpen(false)}
+        title={t("Edit HTML embed")}
+        size="lg"
+      >
+        <Text size="xs" c="dimmed" mb="xs">
+          {t(
+            "This HTML/CSS/JS runs in a sandboxed frame and cannot access the viewer's session, cookies, or API.",
+          )}
+        </Text>
+        <Textarea
+          autosize
+          minRows={10}
+          maxRows={24}
+          value={draft}
+          onChange={(e) => setDraft(e.currentTarget.value)}
+          placeholder={t("<script>...</script>")}
+          styles={{ input: { fontFamily: "monospace" } }}
+          data-autofocus
+        />
+        <NumberInput
+          mt="md"
+          label={t("Height (px, blank = auto)")}
+          value={draftHeight}
+          onChange={(value) =>
+            setDraftHeight(
+              value === "" || value === null ? "" : Number(value),
+            )
+          }
+          min={MIN_IFRAME_HEIGHT}
+          max={MAX_IFRAME_HEIGHT}
+          allowDecimal={false}
+        />
+        <Group justify="flex-end" mt="md">
+          <Button variant="default" onClick={() => setModalOpen(false)}>
+            {t("Cancel")}
+          </Button>
+          <Button onClick={onSave}>{t("Save")}</Button>
+        </Group>
+      </Modal>
+    </NodeViewWrapper>
+  );
+}

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 +1,91 @@
+import { describe, it, expect } from "vitest";
+import { render, screen } from "@testing-library/react";
+import {
+  PageEmbedAncestryProvider,
+  usePageEmbedAncestry,
+} from "./page-embed-ancestry-context";
+
+/**
+ * Tiny probe that renders the current ancestry context as serialized data
+ * attributes so tests can assert the accumulated chain / threaded hostPageId
+ * without mounting the heavy Tiptap node view.
+ */
+function AncestryProbe({ testId = "probe" }: { testId?: string }) {
+  const { chain, hostPageId } = usePageEmbedAncestry();
+  return (
+    <span
+      data-testid={testId}
+      data-chain={chain.join(",")}
+      data-chain-length={String(chain.length)}
+      data-host={hostPageId ?? ""}
+    />
+  );
+}
+
+describe("PageEmbedAncestryProvider", () => {
+  it("defaults to an empty chain and null host with no provider", () => {
+    render(<AncestryProbe />);
+    const probe = screen.getByTestId("probe");
+    expect(probe.getAttribute("data-chain")).toBe("");
+    expect(probe.getAttribute("data-chain-length")).toBe("0");
+    expect(probe.getAttribute("data-host")).toBe("");
+  });
+
+  it("accumulates sourcePageId into the chain across nested providers", () => {
+    render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host">
+        <PageEmbedAncestryProvider sourcePageId="b">
+          <PageEmbedAncestryProvider sourcePageId="c">
+            <AncestryProbe />
+          </PageEmbedAncestryProvider>
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const probe = screen.getByTestId("probe");
+    // Chain is built outermost -> innermost.
+    expect(probe.getAttribute("data-chain")).toBe("a,b,c");
+    expect(probe.getAttribute("data-chain-length")).toBe("3");
+  });
+
+  it("threads the host page id from the outermost provider down the tree", () => {
+    render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host-page">
+        <PageEmbedAncestryProvider sourcePageId="b" hostPageId="ignored">
+          <AncestryProbe />
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const probe = screen.getByTestId("probe");
+    // The first host wins (parent.hostPageId ?? hostPageId); deeper hosts are
+    // ignored so the original host is preserved for self-embed detection.
+    expect(probe.getAttribute("data-host")).toBe("host-page");
+  });
+
+  it("does not add an entry to the chain when sourcePageId is missing", () => {
+    render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host">
+        <PageEmbedAncestryProvider sourcePageId={null}>
+          <PageEmbedAncestryProvider>
+            <AncestryProbe />
+          </PageEmbedAncestryProvider>
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const probe = screen.getByTestId("probe");
+    // null / undefined sources are pass-through: chain stays ["a"], host kept.
+    expect(probe.getAttribute("data-chain")).toBe("a");
+    expect(probe.getAttribute("data-host")).toBe("host");
+  });
+
+  it("adopts a host provided only at a deeper level when the root had none", () => {
+    render(
+      <PageEmbedAncestryProvider sourcePageId="a">
+        <PageEmbedAncestryProvider sourcePageId="b" hostPageId="late-host">
+          <AncestryProbe />
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const probe = screen.getByTestId("probe");
+    expect(probe.getAttribute("data-host")).toBe("late-host");
+  });
+});

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

@@ -0,0 +1,53 @@
+import React, { createContext, useContext, useMemo } from "react";
+
+/** Hard cap on nesting depth for whole-page embeds (cycle/runaway guard). */
+export const PAGE_EMBED_MAX_DEPTH = 5;
+
+type AncestryValue = {
+  /** sourcePageIds of every ancestor pageEmbed up the render tree. */
+  chain: string[];
+  /** Includes the host page id so a top-level self-embed is also caught. */
+  hostPageId: string | null;
+};
+
+const PageEmbedAncestryContext = createContext<AncestryValue>({
+  chain: [],
+  hostPageId: null,
+});
+
+/**
+ * Carries the ancestor `sourcePageId` chain down the nested read-only editors.
+ * The node view reads it to detect cycles (current id already in the chain) and
+ * to enforce a hard depth limit before mounting a deeper nested editor.
+ */
+export function PageEmbedAncestryProvider({
+  sourcePageId,
+  hostPageId,
+  children,
+}: {
+  sourcePageId?: string | null;
+  hostPageId?: string | null;
+  children: React.ReactNode;
+}) {
+  const parent = useContext(PageEmbedAncestryContext);
+  const value = useMemo<AncestryValue>(() => {
+    const nextHost = parent.hostPageId ?? hostPageId ?? null;
+    if (!sourcePageId) {
+      return { chain: parent.chain, hostPageId: nextHost };
+    }
+    return {
+      chain: [...parent.chain, sourcePageId],
+      hostPageId: nextHost,
+    };
+  }, [parent, sourcePageId, hostPageId]);
+
+  return (
+    <PageEmbedAncestryContext.Provider value={value}>
+      {children}
+    </PageEmbedAncestryContext.Provider>
+  );
+}
+
+export function usePageEmbedAncestry() {
+  return useContext(PageEmbedAncestryContext);
+}

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

@@ -0,0 +1,49 @@
+import { EditorProvider } from "@tiptap/react";
+import { useMemo } from "react";
+import { mainExtensions } from "@/features/editor/extensions/extensions";
+import { UniqueID } from "@docmost/editor-ext";
+
+type Props = {
+  content: unknown;
+};
+
+/**
+ * Read-only nested renderer for embedded whole-page content. Same pattern as
+ * the transclusion read-only renderer: drop uniqueID/globalDragHandle, never
+ * write back, and isolate pointer/drag events from the host editor. Nested
+ * `pageEmbed`/`transclusionReference` nodes inside the content render with
+ * their own views (the cycle/depth guard lives in the node view itself).
+ */
+export default function PageEmbedContent({ content }: Props) {
+  const extensions = useMemo(() => {
+    const filtered = mainExtensions.filter(
+      (e: any) => e.name !== "uniqueID" && e.name !== "globalDragHandle",
+    );
+    return [
+      ...filtered,
+      UniqueID.configure({
+        types: ["heading", "paragraph", "transclusionSource"],
+        updateDocument: false,
+      }),
+    ];
+  }, []);
+
+  const stop = (e: React.SyntheticEvent) => e.stopPropagation();
+
+  return (
+    <div
+      onMouseDown={stop}
+      onClick={stop}
+      onDragStart={stop}
+      onDragOver={stop}
+      onDrop={stop}
+    >
+      <EditorProvider
+        editable={false}
+        immediatelyRender={true}
+        extensions={extensions}
+        content={content as any}
+      />
+    </div>
+  );
+}

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-lookup-context.tsx

@@ -0,0 +1,184 @@
+import React, {
+  createContext,
+  useCallback,
+  useContext,
+  useEffect,
+  useMemo,
+  useRef,
+  useState,
+} from "react";
+import { lookupTemplate } from "@/features/page-embed/services/page-embed-api";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+type ContextValue = {
+  subscribe: (s: {
+    sourcePageId: string;
+    setResult: (r: PageTemplateLookup) => void;
+  }) => () => void;
+  refresh: (sourcePageId: string) => Promise<void>;
+};
+
+const PageEmbedLookupContext = createContext<ContextValue | null>(null);
+
+/**
+ * Batching/de-dup lookup context for whole-page embeds (pageEmbed). Mirrors the
+ * transclusion lookup context but keys purely on `sourcePageId`. On public
+ * shares there is no lookup in MVP, so the context simply isn't mounted (the
+ * node view renders a placeholder when the context is absent).
+ *
+ * NOTE (intentional near-duplicate of `transclusion-lookup-context.tsx`): this
+ * provider duplicates that file's batching / de-dup / cache machinery; only the
+ * lookup key (sourcePageId here vs sourcePageId+transclusionId there) and the
+ * API call differ. Unifying them now would mean a generic, parameterised lookup
+ * provider — a larger client refactor that isn't worth it for just two
+ * consumers. Per Gitea #94, extract a shared generic provider when a THIRD
+ * lookup consumer appears; until then keep the two in sync by hand. (Tracked,
+ * deliberately deferred — not forgotten.)
+ */
+export function PageEmbedLookupProvider({
+  children,
+}: {
+  children: React.ReactNode;
+}) {
+  const subscribersRef = useRef(new Map<string, Array<(r: PageTemplateLookup) => void>>());
+  const queueRef = useRef(new Set<string>());
+  const tickRef = useRef<ReturnType<typeof setTimeout> | null>(null);
+  const resultCacheRef = useRef(new Map<string, PageTemplateLookup>());
+  const inFlightRef = useRef(new Set<string>());
+  const pendingRef = useRef(new Map<string, Array<() => void>>());
+
+  const flush = useCallback(async () => {
+    tickRef.current = null;
+    const ids = Array.from(queueRef.current);
+    queueRef.current.clear();
+    if (ids.length === 0) return;
+
+    for (const id of ids) inFlightRef.current.add(id);
+
+    const resolveWaiters = (id: string) => {
+      const waiters = pendingRef.current.get(id);
+      if (!waiters) return;
+      pendingRef.current.delete(id);
+      for (const w of waiters) w();
+    };
+
+    try {
+      const { items } = await lookupTemplate({ sourcePageIds: ids });
+      const returned = new Set<string>();
+      for (const r of items) {
+        returned.add(r.sourcePageId);
+        resultCacheRef.current.set(r.sourcePageId, r);
+        inFlightRef.current.delete(r.sourcePageId);
+        const subs = subscribersRef.current.get(r.sourcePageId);
+        if (subs) {
+          for (const set of subs) set(r);
+        }
+        resolveWaiters(r.sourcePageId);
+      }
+      // Harden against a partial/short server response: any requested id not
+      // present in `items` would otherwise stay in `inFlightRef` forever
+      // (subscribe/refresh are guarded by `!inFlightRef.has(id)`) and its
+      // refresh() promise would never resolve. Clear + resolve those ids,
+      // mirroring the catch branch, so no id can be stranded in-flight.
+      for (const id of ids) {
+        if (!returned.has(id)) {
+          inFlightRef.current.delete(id);
+          resolveWaiters(id);
+        }
+      }
+    } catch (err) {
+      // Surface the failure: errors must never be swallowed silently.
+      console.error("[pageEmbed] template lookup failed", err);
+      for (const id of ids) {
+        inFlightRef.current.delete(id);
+        resolveWaiters(id);
+      }
+    }
+  }, []);
+
+  const enqueue = useCallback(
+    (id: string) => {
+      queueRef.current.add(id);
+      if (tickRef.current === null) {
+        tickRef.current = setTimeout(flush, 10);
+      }
+    },
+    [flush],
+  );
+
+  const subscribe = useCallback<ContextValue["subscribe"]>(
+    ({ sourcePageId, setResult }) => {
+      const list = subscribersRef.current.get(sourcePageId) ?? [];
+      list.push(setResult);
+      subscribersRef.current.set(sourcePageId, list);
+
+      const cached = resultCacheRef.current.get(sourcePageId);
+      if (cached) {
+        setResult(cached);
+      } else if (!inFlightRef.current.has(sourcePageId)) {
+        enqueue(sourcePageId);
+      }
+
+      return () => {
+        const cur = subscribersRef.current.get(sourcePageId) ?? [];
+        const next = cur.filter((x) => x !== setResult);
+        if (next.length === 0) subscribersRef.current.delete(sourcePageId);
+        else subscribersRef.current.set(sourcePageId, next);
+      };
+    },
+    [enqueue],
+  );
+
+  const refresh = useCallback<ContextValue["refresh"]>(
+    (sourcePageId) =>
+      new Promise<void>((resolve) => {
+        resultCacheRef.current.delete(sourcePageId);
+        inFlightRef.current.delete(sourcePageId);
+        const waiters = pendingRef.current.get(sourcePageId) ?? [];
+        waiters.push(resolve);
+        pendingRef.current.set(sourcePageId, waiters);
+        enqueue(sourcePageId);
+      }),
+    [enqueue],
+  );
+
+  useEffect(
+    () => () => {
+      if (tickRef.current) clearTimeout(tickRef.current);
+    },
+    [],
+  );
+
+  const value = useMemo<ContextValue>(
+    () => ({ subscribe, refresh }),
+    [subscribe, refresh],
+  );
+
+  return (
+    <PageEmbedLookupContext.Provider value={value}>
+      {children}
+    </PageEmbedLookupContext.Provider>
+  );
+}
+
+export function usePageEmbedLookup(sourcePageId: string | null | undefined): {
+  result: PageTemplateLookup | null;
+  refresh: () => Promise<void>;
+  available: boolean;
+} {
+  const ctx = useContext(PageEmbedLookupContext);
+  const [result, setResult] = useState<PageTemplateLookup | null>(null);
+
+  useEffect(() => {
+    if (!ctx || !sourcePageId) return;
+    const unsubscribe = ctx.subscribe({ sourcePageId, setResult });
+    return unsubscribe;
+  }, [ctx, sourcePageId]);
+
+  const refresh = useCallback(async () => {
+    if (!ctx || !sourcePageId) return;
+    await ctx.refresh(sourcePageId);
+  }, [ctx, sourcePageId]);
+
+  return { result, refresh, available: Boolean(ctx) };
+}

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

@@ -0,0 +1,110 @@
+import { useEffect, useRef, useState } from "react";
+import { Modal, ScrollArea, TextInput, Text, UnstyledButton, Group } from "@mantine/core";
+import { useTranslation } from "react-i18next";
+import { useQuery } from "@tanstack/react-query";
+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";
+
+type PickerDetail = {
+  editor: Editor;
+  range: Range;
+  /** Host page id, used to forbid self-embed in the picker. */
+  hostPageId?: string;
+};
+
+/**
+ * Modal page picker for inserting a `pageEmbed`. Queries search-suggestions
+ * with `onlyTemplates` so only template-flagged pages are offered. Forbids
+ * selecting the current (host) page (self-embed guard at insertion time).
+ * Mounted once per editor; opened via a CustomEvent dispatched by the slash
+ * command item.
+ */
+export default function PageEmbedPicker() {
+  const { t } = useTranslation();
+  const [opened, setOpened] = useState(false);
+  const [query, setQuery] = useState("");
+  const detailRef = useRef<PickerDetail | null>(null);
+
+  useEffect(() => {
+    const handler = (e: Event) => {
+      const detail = (e as CustomEvent<PickerDetail>).detail;
+      if (!detail?.editor) return;
+      detailRef.current = detail;
+      setQuery("");
+      setOpened(true);
+    };
+    document.addEventListener(PAGE_EMBED_PICKER_EVENT, handler);
+    return () => document.removeEventListener(PAGE_EMBED_PICKER_EVENT, handler);
+  }, []);
+
+  const { data, isFetching } = useQuery({
+    queryKey: ["page-embed-template-picker", query],
+    queryFn: () => searchSuggestions(buildPickerQuery(query)),
+    enabled: opened,
+    staleTime: 30 * 1000,
+  });
+
+  const hostPageId = detailRef.current?.hostPageId;
+  const pages = excludeHost((data?.pages ?? []) as IPage[], hostPageId);
+
+  const handleSelect = (page: IPage) => {
+    const detail = detailRef.current;
+    if (!detail) return;
+    const { editor, range } = detail;
+    editor
+      .chain()
+      .focus()
+      .deleteRange(range)
+      .insertPageEmbed({ sourcePageId: page.id })
+      .run();
+    setOpened(false);
+  };
+
+  return (
+    <Modal
+      opened={opened}
+      onClose={() => setOpened(false)}
+      title={t("Embed page")}
+      size="md"
+    >
+      <TextInput
+        placeholder={t("Search templates...")}
+        leftSection={<IconSearch size={16} />}
+        value={query}
+        onChange={(e) => setQuery(e.currentTarget.value)}
+        autoFocus
+        mb="sm"
+      />
+      <ScrollArea.Autosize mah={320}>
+        {pages.length === 0 && !isFetching && (
+          <Text size="sm" c="dimmed" ta="center" py="md">
+            {t("No templates found")}
+          </Text>
+        )}
+        {pages.map((page) => (
+          <UnstyledButton
+            key={page.id}
+            onClick={() => handleSelect(page)}
+            style={{ display: "block", width: "100%", padding: "8px 4px" }}
+          >
+            <Group gap="xs" wrap="nowrap">
+              {page.icon ? (
+                <span>{page.icon}</span>
+              ) : (
+                <IconFileText size={16} />
+              )}
+              <Text size="sm" truncate>
+                {page.title || t("Untitled")}
+              </Text>
+            </Group>
+          </UnstyledButton>
+        ))}
+      </ScrollArea.Autosize>
+    </Modal>
+  );
+}

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

@@ -0,0 +1,255 @@
+import { NodeViewProps, NodeViewWrapper } from "@tiptap/react";
+import { ActionIcon, Menu, Tooltip } from "@mantine/core";
+import {
+  IconAlertTriangle,
+  IconDots,
+  IconEyeOff,
+  IconFileText,
+  IconInfoCircle,
+  IconRefresh,
+  IconRepeat,
+  IconTrash,
+} from "@tabler/icons-react";
+import { useState } from "react";
+import { Link } from "react-router-dom";
+import { useTranslation } from "react-i18next";
+import { ErrorBoundary } from "react-error-boundary";
+import { buildPageUrl } from "@/features/page/page.utils.ts";
+import classes from "../transclusion/transclusion.module.css";
+import { usePageEmbedLookup } from "./page-embed-lookup-context";
+import {
+  PageEmbedAncestryProvider,
+  usePageEmbedAncestry,
+} from "./page-embed-ancestry-context";
+import { decideEmbedState } from "./decide-embed-state";
+import PageEmbedContent from "./page-embed-content";
+
+function Placeholder({
+  icon,
+  label,
+}: {
+  icon: React.ReactNode;
+  label: string;
+}) {
+  return (
+    <div className={classes.placeholder}>
+      <span className={classes.placeholderIcon}>{icon}</span>
+      <span>{label}</span>
+    </div>
+  );
+}
+
+export default function PageEmbedView(props: NodeViewProps) {
+  const isEditable = props.editor.isEditable;
+  const sourcePageId: string | null = props.node.attrs.sourcePageId ?? null;
+  const [openMenus, setOpenMenus] = useState(0);
+  const trackOpen = (open: boolean) =>
+    setOpenMenus((n) => Math.max(0, n + (open ? 1 : -1)));
+
+  return (
+    <NodeViewWrapper
+      className={classes.includeWrap}
+      data-editable={isEditable ? "true" : "false"}
+      data-focused={isEditable && props.selected ? "true" : "false"}
+      data-menu-open={openMenus > 0 ? "true" : "false"}
+      contentEditable={false}
+    >
+      <ErrorBoundary
+        resetKeys={[sourcePageId]}
+        onError={(err) =>
+          // Never swallow: log the full error with the offending source id.
+          console.error("[pageEmbed] render error", { sourcePageId, err })
+        }
+        fallback={
+          <Placeholder
+            icon={<IconAlertTriangle size={18} stroke={1.6} />}
+            label="Failed to load this embedded page"
+          />
+        }
+      >
+        <PageEmbedBody {...props} trackOpen={trackOpen} />
+      </ErrorBoundary>
+    </NodeViewWrapper>
+  );
+}
+
+function PageEmbedBody({
+  editor,
+  node,
+  deleteNode,
+  trackOpen,
+}: NodeViewProps & { trackOpen: (open: boolean) => void }) {
+  const { t } = useTranslation();
+  const sourcePageId: string | null = node.attrs.sourcePageId ?? null;
+  const isEditable = editor.isEditable;
+  const ancestry = usePageEmbedAncestry();
+
+  // @ts-ignore - editor.storage.pageId is set by the host editor
+  const hostPageId: string | undefined = editor.storage?.pageId;
+
+  const { result, refresh, available } = usePageEmbedLookup(sourcePageId);
+  const [refreshing, setRefreshing] = useState(false);
+  const handleRefresh = async () => {
+    setRefreshing(true);
+    try {
+      await refresh();
+    } finally {
+      setRefreshing(false);
+    }
+  };
+
+  // --- 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;
+  const sourceIcon = result && !("status" in result) ? result.icon : null;
+  // The app routes pages by slugId, not the raw UUID. Build the link from the
+  // resolved slugId (the `/p/:pageSlug` route redirects to the full URL).
+  const sourceSlugId =
+    result && !("status" in result) ? result.slugId : null;
+  const sourceHref = sourceSlugId
+    ? buildPageUrl(undefined, sourceSlugId, sourceTitle ?? undefined)
+    : null;
+
+  const controls = isEditable ? (
+    <div
+      className={classes.includeControls}
+      contentEditable={false}
+      onMouseDown={(e) => e.preventDefault()}
+    >
+      <Tooltip label={t("Refresh")}>
+        <ActionIcon
+          variant="subtle"
+          color="gray"
+          size="sm"
+          onClick={handleRefresh}
+          loading={refreshing}
+          disabled={!sourcePageId}
+        >
+          <IconRefresh size={14} />
+        </ActionIcon>
+      </Tooltip>
+      <Menu position="bottom-end" withinPortal onChange={trackOpen}>
+        <Menu.Target>
+          <ActionIcon variant="subtle" color="gray" size="sm">
+            <IconDots size={14} />
+          </ActionIcon>
+        </Menu.Target>
+        <Menu.Dropdown>
+          <Menu.Item
+            color="red"
+            leftSection={<IconTrash size={14} />}
+            onClick={() => deleteNode()}
+          >
+            {t("Remove from page")}
+          </Menu.Item>
+        </Menu.Dropdown>
+      </Menu>
+    </div>
+  ) : null;
+
+  const header =
+    // Render the badge whenever the source resolves (sourceHref), not only when
+    // it has a title/icon — the title link is now the single way to open the
+    // source, so it must not disappear when title and icon are both empty.
+    sourceTitle || sourceIcon || sourceHref ? (
+      <div className={classes.transclusionBadge}>
+        {sourceIcon ? `${sourceIcon} ` : <IconFileText size={12} />}
+        {sourceHref ? (
+          <Link
+            to={sourceHref}
+            style={{ borderBottom: "none", textDecoration: "none" }}
+            title={t("Open source page")}
+            aria-label={t("Open source page")}
+          >
+            {sourceTitle || t("Untitled")}
+          </Link>
+        ) : (
+          sourceTitle || t("Untitled")
+        )}
+      </div>
+    ) : null;
+
+  let body: React.ReactNode;
+  if (embedState === "no_source") {
+    body = (
+      <Placeholder
+        icon={<IconInfoCircle size={18} stroke={1.6} />}
+        label={t("No page selected")}
+      />
+    );
+  } 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 (embedState === "too_deep") {
+    body = (
+      <Placeholder
+        icon={<IconRepeat size={18} stroke={1.6} />}
+        label={t("Embed nesting limit reached")}
+      />
+    );
+  } else if (embedState === "unavailable") {
+    // No lookup context (e.g. public share) → placeholder, no fetch in MVP.
+    body = (
+      <Placeholder
+        icon={<IconEyeOff size={18} stroke={1.6} />}
+        label={t("Embedded page is not available here")}
+      />
+    );
+  } else if (embedState === "loading") {
+    body = <div style={{ minHeight: 24 }} />;
+  } else if (embedState === "ok" && result && !("status" in result)) {
+    body = (
+      <PageEmbedAncestryProvider
+        sourcePageId={sourcePageId}
+        hostPageId={hostPageId}
+      >
+        {/*
+          Tiptap's EditorProvider consumes `content` only at initial mount, so a
+          changed `content` prop (e.g. after Refresh re-fetches fresh content)
+          would not update the read-only sub-editor. Key on the source's
+          updatedAt to remount PageEmbedContent (and its inner EditorProvider)
+          whenever the source page changes, applying the refreshed content.
+        */}
+        <PageEmbedContent
+          key={result.sourceUpdatedAt}
+          content={result.content}
+        />
+      </PageEmbedAncestryProvider>
+    );
+  } else if (embedState === "no_access") {
+    body = (
+      <Placeholder
+        icon={<IconEyeOff size={18} stroke={1.6} />}
+        label={t("You don't have access to this page")}
+      />
+    );
+  } else {
+    body = (
+      <Placeholder
+        icon={<IconInfoCircle size={18} stroke={1.6} />}
+        label={t("The embedded page no longer exists")}
+      />
+    );
+  }
+
+  return (
+    <>
+      {controls}
+      {header}
+      {body}
+    </>
+  );
+}

apps/client/src/features/editor/components/slash-menu/menu-items.gating.test.ts

@@ -0,0 +1,79 @@
+import { afterEach, beforeEach, describe, expect, it } from "vitest";
+import {
+  getSuggestionItems,
+  isHtmlEmbedFeatureEnabled,
+} from "./menu-items";
+
+// Gating coverage for the workspace-level "HTML embed" slash item. The gate is
+// read from the persisted `currentUser` localStorage entry (the same payload
+// `currentUserAtom` writes). It must default to OFF, only show when the toggle
+// is explicitly true, and never throw on a broken/garbage stored value.
+
+const KEY = "currentUser";
+
+function setCurrentUser(value: unknown): void {
+  localStorage.setItem(KEY, JSON.stringify(value));
+}
+
+afterEach(() => {
+  localStorage.clear();
+});
+
+describe("isHtmlEmbedFeatureEnabled (workspace toggle gate)", () => {
+  it("is OFF when no currentUser is persisted (default)", () => {
+    localStorage.removeItem(KEY);
+    expect(isHtmlEmbedFeatureEnabled()).toBe(false);
+  });
+
+  it("is OFF when the toggle is absent from workspace settings", () => {
+    setCurrentUser({ workspace: { settings: {} } });
+    expect(isHtmlEmbedFeatureEnabled()).toBe(false);
+  });
+
+  it("is OFF when the toggle is explicitly false", () => {
+    setCurrentUser({ workspace: { settings: { htmlEmbed: false } } });
+    expect(isHtmlEmbedFeatureEnabled()).toBe(false);
+  });
+
+  it("is ON only when the toggle is exactly true", () => {
+    setCurrentUser({ workspace: { settings: { htmlEmbed: true } } });
+    expect(isHtmlEmbedFeatureEnabled()).toBe(true);
+  });
+
+  it("does not throw and returns false on a broken localStorage value", () => {
+    // Invalid JSON: JSON.parse throws; the gate must swallow it -> false.
+    localStorage.setItem(KEY, "{not valid json");
+    expect(() => isHtmlEmbedFeatureEnabled()).not.toThrow();
+    expect(isHtmlEmbedFeatureEnabled()).toBe(false);
+  });
+});
+
+function hasHtmlEmbedItem(query = "html"): boolean {
+  const groups = getSuggestionItems({ query });
+  return Object.values(groups)
+    .flat()
+    .some((item) => item.title === "HTML embed");
+}
+
+describe("getSuggestionItems — HTML embed item gating", () => {
+  it("hides the HTML embed item when the toggle is OFF (default)", () => {
+    localStorage.removeItem(KEY);
+    expect(hasHtmlEmbedItem()).toBe(false);
+  });
+
+  it("hides the HTML embed item when the toggle is explicitly false", () => {
+    setCurrentUser({ workspace: { settings: { htmlEmbed: false } } });
+    expect(hasHtmlEmbedItem()).toBe(false);
+  });
+
+  it("shows the HTML embed item when the toggle is ON", () => {
+    setCurrentUser({ workspace: { settings: { htmlEmbed: true } } });
+    expect(hasHtmlEmbedItem()).toBe(true);
+  });
+
+  it("hides the item without throwing on a broken localStorage value", () => {
+    localStorage.setItem(KEY, "{not valid json");
+    expect(() => getSuggestionItems({ query: "html" })).not.toThrow();
+    expect(hasHtmlEmbedItem()).toBe(false);
+  });
+});

apps/client/src/features/editor/components/slash-menu/menu-items.ts

@@ -28,7 +28,10 @@ import {
   IconTag,
   IconMoodSmile,
   IconRotate2,
+  IconSuperscript,
+  IconArrowsMaximize,
 } from "@tabler/icons-react";
+import { PAGE_EMBED_PICKER_EVENT } from "@/features/editor/components/page-embed/page-embed-picker";
 import {
   CommandProps,
   SlashMenuGroupedItemsType,
@@ -366,6 +369,14 @@ const CommandGroups: SlashMenuGroupedItemsType = {
       command: ({ editor, range }: CommandProps) =>
         editor.chain().focus().deleteRange(range).setDetails().run(),
     },
+    {
+      title: "Footnote",
+      description: "Insert a footnote reference.",
+      searchTerms: ["footnote", "note", "reference", "сноска", "примечание"],
+      icon: IconSuperscript,
+      command: ({ editor, range }: CommandProps) =>
+        editor.chain().focus().deleteRange(range).setFootnote().run(),
+    },
     {
       title: "Callout",
       description: "Insert callout notice.",
@@ -535,6 +546,29 @@ const CommandGroups: SlashMenuGroupedItemsType = {
           .run();
       },
     },
+    {
+      title: "Embed page",
+      description: "Insert a live, read-only copy of another page.",
+      searchTerms: [
+        "template",
+        "embed",
+        "embed page",
+        "page",
+        "live",
+        "include",
+        "reuse",
+      ],
+      icon: IconArrowsMaximize,
+      command: ({ editor, range }: CommandProps) => {
+        // @ts-ignore - editor.storage.pageId is set by the host editor
+        const hostPageId: string | undefined = editor.storage?.pageId;
+        document.dispatchEvent(
+          new CustomEvent(PAGE_EMBED_PICKER_EVENT, {
+            detail: { editor, range, hostPageId },
+          }),
+        );
+      },
+    },
     {
       title: "2 Columns",
       description: "Split content into two columns.",
@@ -587,6 +621,21 @@ const CommandGroups: SlashMenuGroupedItemsType = {
           .insertColumns({ layout: "five_equal" })
           .run(),
     },
+    {
+      title: "HTML embed",
+      description: "Embed raw HTML, CSS and JavaScript (sandboxed).",
+      searchTerms: ["html", "css", "js", "javascript", "script", "tracker", "analytics", "raw", "embed"],
+      icon: IconCode,
+      requiresHtmlEmbedFeature: true,
+      command: ({ editor, range }: CommandProps) => {
+        editor
+          .chain()
+          .focus()
+          .deleteRange(range)
+          .setHtmlEmbed({ source: "" })
+          .run();
+      },
+    },
     {
       title: "Iframe embed",
       description: "Embed any Iframe",
@@ -744,6 +793,25 @@ const CommandGroups: SlashMenuGroupedItemsType = {
   ],
 };
 
+/**
+ * Read the workspace-level HTML embed master toggle from the persisted
+ * `currentUser` payload (the same localStorage entry `currentUserAtom` writes,
+ * carrying `workspace.settings`). ABSENT/false => OFF (the default). The slash
+ * `getSuggestionItems` is a plain function (no React/atom context), so we read
+ * the persisted state directly. UI gate only; an anonymous public-share read is
+ * served already-stripped content by the server when the toggle is OFF.
+ */
+export function isHtmlEmbedFeatureEnabled(): boolean {
+  try {
+    const raw = localStorage.getItem("currentUser");
+    if (!raw) return false;
+    const parsed = JSON.parse(raw);
+    return parsed?.workspace?.settings?.htmlEmbed === true;
+  } catch {
+    return false;
+  }
+}
+
 export const getSuggestionItems = ({
   query,
   excludeItems,
@@ -753,6 +821,7 @@ export const getSuggestionItems = ({
 }): SlashMenuGroupedItemsType => {
   const search = query.toLowerCase();
   const filteredGroups: SlashMenuGroupedItemsType = {};
+  const htmlEmbedFeatureEnabled = isHtmlEmbedFeatureEnabled();
 
   const fuzzyMatch = (query: string, target: string) => {
     let queryIndex = 0;
@@ -767,6 +836,9 @@ export const getSuggestionItems = ({
   for (const [group, items] of Object.entries(CommandGroups)) {
     const filteredItems = items.filter((item) => {
       if (excludeItems?.has(item.title)) return false;
+      // Hide the HTML embed item unless the workspace master toggle is ON.
+      if (item.requiresHtmlEmbedFeature && !htmlEmbedFeatureEnabled)
+        return false;
       return (
         fuzzyMatch(search, item.title) ||
         item.description.toLowerCase().includes(search) ||

apps/client/src/features/editor/components/slash-menu/types.ts

@@ -21,6 +21,10 @@ export type SlashMenuItemType = {
   searchTerms: string[];
   command: (props: CommandProps) => void;
   disable?: (editor: ReturnType<typeof useEditor>) => boolean;
+  // When true, the item is hidden unless the workspace HTML embed master toggle
+  // is ON. UI gate only — for anonymous public-share reads the server serves
+  // already-stripped content when the toggle is OFF.
+  requiresHtmlEmbedFeature?: boolean;
 };
 
 export type SlashMenuGroupedItemsType = {

apps/client/src/features/editor/components/transclusion/transclusion.module.css

@@ -183,7 +183,8 @@
 }
 
 :global(.react-renderer.node-transclusionSource.ProseMirror-selectednode),
-:global(.react-renderer.node-transclusionReference.ProseMirror-selectednode) {
+:global(.react-renderer.node-transclusionReference.ProseMirror-selectednode),
+:global(.react-renderer.node-pageEmbed.ProseMirror-selectednode) {
   outline: none;
 }
 

apps/client/src/features/editor/extensions/extensions.ts

@@ -41,6 +41,7 @@ import {
   Drawio,
   Excalidraw,
   Embed,
+  HtmlEmbed,
   TiptapPdf,
   PageBreak,
   SearchAndReplace,
@@ -60,7 +61,11 @@ import {
   Status,
   TransclusionSource,
   TransclusionReference,
+  PageEmbed,
   TableView,
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
 } from "@docmost/editor-ext";
 import {
   randomElement,
@@ -87,10 +92,15 @@ import CodeBlockView from "@/features/editor/components/code-block/code-block-vi
 import DrawioView from "../components/drawio/drawio-view";
 import ExcalidrawView from "@/features/editor/components/excalidraw/excalidraw-view-lazy.tsx";
 import EmbedView from "@/features/editor/components/embed/embed-view.tsx";
+import HtmlEmbedView from "@/features/editor/components/html-embed/html-embed-view.tsx";
 import PdfView from "@/features/editor/components/pdf/pdf-view.tsx";
 import SubpagesView from "@/features/editor/components/subpages/subpages-view.tsx";
 import TransclusionView from "@/features/editor/components/transclusion/transclusion-view.tsx";
 import TransclusionReferenceView from "@/features/editor/components/transclusion/transclusion-reference-view.tsx";
+import FootnoteReferenceView from "@/features/editor/components/footnote/footnote-reference-view.tsx";
+import FootnotesListView from "@/features/editor/components/footnote/footnotes-list-view.tsx";
+import FootnoteDefinitionView from "@/features/editor/components/footnote/footnote-definition-view.tsx";
+import PageEmbedView from "@/features/editor/components/page-embed/page-embed-view.tsx";
 import { common, createLowlight } from "lowlight";
 import plaintext from "highlight.js/lib/languages/plaintext";
 import powershell from "highlight.js/lib/languages/powershell";
@@ -230,7 +240,7 @@ export const mainExtensions = [
   Typography,
   TrailingNode,
   GlobalDragHandle.configure({
-    customNodes: ["transclusionSource", "transclusionReference"],
+    customNodes: ["transclusionSource", "transclusionReference", "pageEmbed"],
   }),
   TextStyle,
   Color,
@@ -365,6 +375,13 @@ export const mainExtensions = [
   Embed.configure({
     view: EmbedView,
   }),
+  // Raw HTML/CSS/JS node (Variant C). The node is registered for ALL users so
+  // documents authored by admins render correctly for everyone; INSERTION is
+  // gated to admins in the slash menu, and the server strips the node from any
+  // non-admin write so a non-admin cannot persist it.
+  HtmlEmbed.configure({
+    view: HtmlEmbedView,
+  }),
   TiptapPdf.configure({
     view: PdfView,
   }),
@@ -381,6 +398,22 @@ export const mainExtensions = [
   TransclusionReference.configure({
     view: TransclusionReferenceView,
   }),
+  FootnoteReference.configure({
+    view: FootnoteReferenceView,
+    // Skip orphan-cleanup on remote/collaboration steps so collaborating
+    // clients never fight over footnote integrity (deterministic numbering
+    // decorations handle the rest).
+    isRemoteTransaction: (tr: any) => isChangeOrigin(tr),
+  }),
+  FootnotesList.configure({
+    view: FootnotesListView,
+  }),
+  FootnoteDefinition.configure({
+    view: FootnoteDefinitionView,
+  }),
+  PageEmbed.configure({
+    view: PageEmbedView,
+  }),
   MarkdownClipboard.configure({
     transformPastedText: true,
   }),
@@ -420,7 +453,8 @@ const TEMPLATE_EXCLUDED_SLASH_ITEMS = new Set([
   "Draw.io (diagrams.net)",
   "Excalidraw (Whiteboard)",
   "Audio",
-  "Synced block"
+  "Synced block",
+  "Embed page"
 ]);
 
 const TemplateSlashCommand = Command.configure({

apps/client/src/features/editor/page-editor.tsx

@@ -73,6 +73,9 @@ import { useEditorScroll } from "./hooks/use-editor-scroll";
 import { EditorLinkMenu } from "@/features/editor/components/link/link-menu";
 import ColumnsMenu from "@/features/editor/components/columns/columns-menu.tsx";
 import { TransclusionLookupProvider } from "@/features/editor/components/transclusion/transclusion-lookup-context";
+import { PageEmbedLookupProvider } from "@/features/editor/components/page-embed/page-embed-lookup-context";
+import { PageEmbedAncestryProvider } from "@/features/editor/components/page-embed/page-embed-ancestry-context";
+import PageEmbedPicker from "@/features/editor/components/page-embed/page-embed-picker";
 import { useTranslation } from "react-i18next";
 
 interface PageEditorProps {
@@ -407,6 +410,8 @@ export default function PageEditor({
 
   return (
     <TransclusionLookupProvider>
+      <PageEmbedLookupProvider>
+        <PageEmbedAncestryProvider hostPageId={pageId}>
       {showStatic ? (
         <EditorProvider
           editable={false}
@@ -454,6 +459,7 @@ export default function PageEditor({
             {showReadOnlyCommentPopup && (
               <CommentDialog editor={editor} pageId={pageId} readOnly />
             )}
+            {editor && editorIsEditable && <PageEmbedPicker />}
           </div>
           <div
             onClick={() => editor.commands.focus("end")}
@@ -461,6 +467,8 @@ export default function PageEditor({
           ></div>
         </div>
       )}
+        </PageEmbedAncestryProvider>
+      </PageEmbedLookupProvider>
     </TransclusionLookupProvider>
   );
 }

apps/client/src/features/editor/readonly-page-editor.tsx

@@ -48,9 +48,16 @@ export default function ReadonlyPageEditor({
   }, []);
 
   const extensions = useMemo(() => {
-    const filteredExtensions = mainExtensions.filter(
-      (ext) => ext.name !== "uniqueID",
-    );
+    const filteredExtensions = mainExtensions
+      .filter((ext) => ext.name !== "uniqueID")
+      // Read-only must only DECORATE footnotes (numbering), never mutate the
+      // doc. Disable the footnote sync/integrity plugin so a programmatic
+      // setContent on a doc the viewer can't edit is never rewritten.
+      .map((ext) =>
+        ext.name === "footnoteReference"
+          ? ext.configure({ enableSync: false })
+          : ext,
+      );
 
     return [
       ...filteredExtensions,

apps/client/src/features/page-embed/queries/page-embed-query.ts

@@ -0,0 +1,20 @@
+import { useMutation } from "@tanstack/react-query";
+import { notifications } from "@mantine/notifications";
+import { toggleTemplate } from "@/features/page-embed/services/page-embed-api";
+import type { ToggleTemplateResponse } from "@/features/page-embed/types/page-embed.types";
+
+export function useToggleTemplateMutation() {
+  return useMutation<
+    ToggleTemplateResponse,
+    Error,
+    { pageId: string; isTemplate?: boolean }
+  >({
+    mutationFn: (data) => toggleTemplate(data),
+    onError: (err: any) => {
+      notifications.show({
+        message: err?.response?.data?.message || "Failed to update template",
+        color: "red",
+      });
+    },
+  });
+}

apps/client/src/features/page-embed/services/page-embed-api.ts

@@ -0,0 +1,20 @@
+import api from "@/lib/api-client";
+import type {
+  PageTemplateLookup,
+  ToggleTemplateResponse,
+} from "../types/page-embed.types";
+
+export async function lookupTemplate(params: {
+  sourcePageIds: string[];
+}): Promise<{ items: PageTemplateLookup[] }> {
+  const r = await api.post("/pages/template/lookup", params);
+  return r.data;
+}
+
+export async function toggleTemplate(params: {
+  pageId: string;
+  isTemplate?: boolean;
+}): Promise<ToggleTemplateResponse> {
+  const r = await api.post("/pages/toggle-template", params);
+  return r.data;
+}

apps/client/src/features/page-embed/types/page-embed.types.ts

@@ -0,0 +1,16 @@
+export type PageTemplateLookup =
+  | {
+      sourcePageId: string;
+      slugId: string;
+      title: string | null;
+      icon: string | null;
+      content: unknown;
+      sourceUpdatedAt: string;
+    }
+  | { sourcePageId: string; status: "not_found" }
+  | { sourcePageId: string; status: "no_access" };
+
+export type ToggleTemplateResponse = {
+  pageId: string;
+  isTemplate: boolean;
+};

apps/client/src/features/page/queries/page-query.ts

@@ -360,6 +360,16 @@ export function invalidateOnCreatePage(data: Partial<IPage>) {
     queryKey,
     (old) => {
       if (!old) return old;
+
+      // Idempotency guard: the server now self-echoes addTreeNode back to the
+      // author, so this writer can run twice for one create (mutation onSuccess
+      // + socket echo). Skip the append if the page is already in the cache to
+      // avoid a duplicate node / duplicate React key.
+      const exists = old.pages.some((page) =>
+        page.items.some((item) => item.id === newPage.id),
+      );
+      if (exists) return old;
+
       return {
         ...old,
         pages: old.pages.map((page, index) => {

apps/client/src/features/page/services/page-service.ts

@@ -92,6 +92,14 @@ export async function getAllSidebarPages(
   };
 }
 
+export async function getSpaceTree(params: {
+  spaceId: string;
+  pageId?: string;
+}): Promise<IPage[]> {
+  const req = await api.post<{ items: IPage[] }>("/pages/tree", params);
+  return req.data.items;
+}
+
 export async function getPageBreadcrumbs(
   pageId: string,
 ): Promise<Partial<IPage[]>> {

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

@@ -16,6 +16,11 @@ import { treeModel } from '../model/tree-model';
 import { DocTreeRow } from './doc-tree-row';
 import styles from '../styles/tree.module.css';
 
+// Page-tree row heights. STANDARD is the safe default density; COMPACT is the
+// denser layout gated behind the COMPACT_PAGE_TREE feature flag.
+export const ROW_HEIGHT_STANDARD = 32;
+export const ROW_HEIGHT_COMPACT = 26;
+
 export type RenderRowProps<T extends object> = {
   node: TreeNode<T>;
   level: number;
@@ -122,11 +127,11 @@ function DocTreeInner<T extends object>(
     selectedId,
     renderRow,
     indentPerLevel = 8,
-    // Compact vertical density: each virtualized row occupies exactly this
-    // many px (the virtualizer stride). Row content is ~22px (18px icon /
-    // 14px text / 20px action icons), so 26px keeps a small, even gap between
-    // nodes without clipping. Lower => denser tree.
-    rowHeight = 26,
+    // Each virtualized row occupies exactly this many px (the virtualizer
+    // stride). Default is standard density (32px); the denser compact layout
+    // (26px) is opt-in and driven by the COMPACT_PAGE_TREE feature flag in
+    // consumers. Lower => denser tree.
+    rowHeight = ROW_HEIGHT_STANDARD,
     onMove,
     onToggle,
     onSelect,

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

@@ -12,6 +12,7 @@ import {
   IconLink,
   IconStar,
   IconStarFilled,
+  IconTemplate,
   IconTrash,
 } from "@tabler/icons-react";
 
@@ -30,6 +31,7 @@ import {
   useRemoveFavoriteMutation,
 } from "@/features/favorite/queries/favorite-query";
 
+import { useToggleTemplateMutation } from "@/features/page-embed/queries/page-embed-query";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
 import { treeModel } from "@/features/page/tree/model/tree-model";
 import { useTreeMutation } from "@/features/page/tree/hooks/use-tree-mutation.ts";
@@ -63,6 +65,26 @@ export function NodeMenu({ node, canEdit }: NodeMenuProps) {
   const addFavorite = useAddFavoriteMutation();
   const removeFavorite = useRemoveFavoriteMutation();
   const isFavorited = favoriteIds.has(node.id);
+  const toggleTemplate = useToggleTemplateMutation();
+  const isTemplate = !!node.isTemplate;
+
+  const handleToggleTemplate = async () => {
+    const next = !isTemplate;
+    try {
+      await toggleTemplate.mutateAsync({ pageId: node.id, isTemplate: next });
+      // Reflect the new flag locally so the menu label updates immediately.
+      setData((prev) =>
+        treeModel.update(prev, node.id, { isTemplate: next } as any),
+      );
+      notifications.show({
+        message: next
+          ? t("Page marked as template")
+          : t("Page is no longer a template"),
+      });
+    } catch {
+      // mutation surfaces the error via notifications
+    }
+  };
 
   const handleCopyLink = () => {
     const pageUrl =
@@ -217,6 +239,17 @@ export function NodeMenu({ node, canEdit }: NodeMenuProps) {
                 {t("Copy to space")}
               </Menu.Item>
 
+              <Menu.Item
+                leftSection={<IconTemplate size={16} />}
+                onClick={(e) => {
+                  e.preventDefault();
+                  e.stopPropagation();
+                  handleToggleTemplate();
+                }}
+              >
+                {isTemplate ? t("Unset as template") : t("Make template")}
+              </Menu.Item>
+
               <Menu.Divider />
               <Menu.Item
                 c="red"

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

@@ -2,13 +2,14 @@ import { useRef } from "react";
 import { Link, useParams } from "react-router-dom";
 import { useAtom } from "jotai";
 import { useTranslation } from "react-i18next";
-import { ActionIcon, rem } from "@mantine/core";
+import { ActionIcon, rem, Tooltip } from "@mantine/core";
 import {
   IconChevronDown,
   IconChevronRight,
   IconFileDescription,
   IconPlus,
   IconPointFilled,
+  IconTemplate,
 } from "@tabler/icons-react";
 
 import EmojiPicker from "@/components/ui/emoji-picker.tsx";
@@ -171,6 +172,25 @@ export function SpaceTreeRow({
 
       <span className={classes.text}>{node.name || t("untitled")}</span>
 
+      {node.isTemplate === true && (
+        <Tooltip label={t("Template")} withArrow>
+          <IconTemplate
+            size={14}
+            stroke={1.5}
+            // Visual-only indicator: subtle and never shrinks. Pointer events
+            // stay enabled so the Tooltip's hover handlers fire; clicks fall
+            // through to the row link since no stopPropagation is used.
+            style={{
+              flexShrink: 0,
+              marginLeft: rem(4),
+              color: "var(--mantine-color-dimmed)",
+            }}
+            aria-label={t("Template")}
+            role="img"
+          />
+        </Tooltip>
+      )}
+
       <div className={classes.actions}>
         <NodeMenu node={node} canEdit={canEdit} />
 

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

@@ -1,8 +1,17 @@
 import { useAtom } from "jotai";
-import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import {
+  forwardRef,
+  useCallback,
+  useEffect,
+  useImperativeHandle,
+  useMemo,
+  useRef,
+  useState,
+} from "react";
 import { useParams } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { Text } from "@mantine/core";
+import { notifications } from "@mantine/notifications";
 import {
   fetchAllAncestorChildren,
   useGetRootSidebarPagesQuery,
@@ -16,13 +25,25 @@ import {
   buildTree,
   buildTreeWithChildren,
   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";
-import { getPageBreadcrumbs } from "@/features/page/services/page-service.ts";
+import {
+  getPageBreadcrumbs,
+  getSpaceTree,
+} from "@/features/page/services/page-service.ts";
 import { IPage } from "@/features/page/types/page.types.ts";
 import { extractPageSlugId } from "@/lib";
-import { DocTree } from "./doc-tree";
+import { isCompactPageTreeEnabled } from "@/lib/config.ts";
+import {
+  DocTree,
+  ROW_HEIGHT_COMPACT,
+  ROW_HEIGHT_STANDARD,
+} from "./doc-tree";
 import { SpaceTreeRow } from "./space-tree-row";
 
 interface SpaceTreeProps {
@@ -30,10 +51,21 @@ interface SpaceTreeProps {
   readOnly: boolean;
 }
 
-export default function SpaceTree({ spaceId, readOnly }: SpaceTreeProps) {
+export type SpaceTreeApi = {
+  expandAll: () => Promise<void>;
+  collapseAll: () => void;
+  isExpanding: boolean;
+};
+
+const SpaceTree = forwardRef<SpaceTreeApi, SpaceTreeProps>(function SpaceTree(
+  { spaceId, readOnly },
+  ref,
+) {
   const { t } = useTranslation();
   const { pageSlug } = useParams();
+  const compactTree = isCompactPageTreeEnabled();
   const [data, setData] = useAtom(treeDataAtom);
+  const [isExpanding, setIsExpanding] = useState(false);
   const { handleMove } = useTreeMutation(spaceId);
   const {
     data: pagesData,
@@ -186,6 +218,56 @@ export default function SpaceTree({ spaceId, readOnly }: SpaceTreeProps) {
     [data, spaceId],
   );
 
+  const expandAll = useCallback(async () => {
+    const startSpaceId = spaceIdRef.current;
+    setIsExpanding(true);
+    try {
+      // One request: the entire space tree, permission-filtered server-side.
+      const items = await getSpaceTree({ spaceId: startSpaceId });
+      // Space switched mid-flight — abort merge/expand.
+      if (spaceIdRef.current !== startSpaceId) return;
+
+      const fullTree = buildTreeWithChildren(buildTree(items));
+
+      setData((prev) => {
+        // Replace current-space nodes with the full tree; keep other spaces intact.
+        const others = prev.filter((n) => n?.spaceId !== startSpaceId);
+        return [...others, ...fullTree];
+      });
+
+      // Open every branch node (node with children) of the current space only.
+      const branchIds = collectBranchIds(fullTree);
+
+      setOpenTreeNodes((prev) => openBranches(prev, branchIds));
+    } catch (err: any) {
+      // Never swallow: log full error + surface the real reason.
+      console.error("[tree] expandAll failed", err);
+      notifications.show({
+        color: "red",
+        message: t("Couldn't expand the tree: {{reason}}", {
+          reason:
+            err?.response?.data?.message ?? err?.message ?? String(err),
+        }),
+      });
+    } finally {
+      setIsExpanding(false);
+    }
+  }, [setData, setOpenTreeNodes, t]);
+
+  const collapseAll = useCallback(() => {
+    // The open-map is shared across spaces; collapse only current-space ids so
+    // other spaces' expanded state is left intact.
+    const ids = collectAllIds(filteredData);
+
+    setOpenTreeNodes((prev) => closeIds(prev, ids));
+  }, [filteredData, setOpenTreeNodes]);
+
+  useImperativeHandle(
+    ref,
+    () => ({ expandAll, collapseAll, isExpanding }),
+    [expandAll, collapseAll, isExpanding],
+  );
+
   // Stable callbacks for DocTree. Without these, every parent render recreates
   // the props and tears down every row's draggable/dropTarget subscription,
   // defeating memo(DocTreeRow).
@@ -219,6 +301,7 @@ export default function SpaceTree({ spaceId, readOnly }: SpaceTreeProps) {
           renderRow={renderRow}
           onMove={handleMove}
           onToggle={handleToggle}
+          rowHeight={compactTree ? ROW_HEIGHT_COMPACT : ROW_HEIGHT_STANDARD}
           readOnly={readOnly}
           disableDrag={disableDragDrop}
           disableDrop={disableDragDrop}
@@ -228,4 +311,6 @@ export default function SpaceTree({ spaceId, readOnly }: SpaceTreeProps) {
       )}
     </div>
   );
-}
+});
+
+export default SpaceTree;

apps/client/src/features/page/tree/hooks/use-tree-mutation.ts

@@ -19,7 +19,6 @@ import {
 } from "@/features/page/queries/page-query.ts";
 import { buildPageUrl } from "@/features/page/page.utils.ts";
 import { getSpaceUrl } from "@/lib/config.ts";
-import { useQueryEmit } from "@/features/websocket/use-query-emit.ts";
 
 export type UseTreeMutation = {
   handleMove: (sourceId: string, op: DropOp) => Promise<void>;
@@ -41,12 +40,11 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
   const movePageMutation = useMovePageMutation();
   const navigate = useNavigate();
   const { spaceSlug, pageSlug } = useParams();
-  const emit = useQueryEmit();
 
   const handleMove = useCallback(
     async (sourceId: string, op: DropOp) => {
       const before = store.get(treeDataAtom);
-      const { tree: after, result } = treeModel.move(before, sourceId, op);
+      const { tree: after } = treeModel.move(before, sourceId, op);
       if (after === before) return;
 
       const payload = dropOpToMovePayload(before, sourceId, op);
@@ -112,22 +110,12 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
         pageData,
       );
 
-      setTimeout(() => {
-        emit({
-          operation: "moveTreeNode",
-          spaceId: spaceId,
-          payload: {
-            id: sourceId,
-            parentId: payload.parentPageId,
-            oldParentId,
-            index: result.index,
-            position: payload.position,
-            pageData,
-          },
-        });
-      }, 50);
+      // Realtime broadcast is now server-authoritative: the server emits
+      // `moveTreeNode` to the space room on PAGE_MOVED. The old client relay
+      // (emit + setTimeout(50)) was removed; the optimistic local update above
+      // stays for instant feedback to the author.
     },
-    [setData, store, movePageMutation, spaceId, emit, t],
+    [setData, store, movePageMutation, spaceId, t],
   );
 
   const handleCreate = useCallback(
@@ -166,20 +154,23 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
         lastIndex = parent?.children?.length ?? 0;
       }
 
-      setData((prev) => treeModel.insert(prev, parentId, newNode, lastIndex));
-
-      setTimeout(() => {
-        emit({
-          operation: "addTreeNode",
-          spaceId,
-          payload: {
-            parentId,
-            index: lastIndex,
-            data: newNode,
-          },
-        });
-      }, 50);
+      // Idempotent by id: the tree is server-authoritative and the server's
+      // `addTreeNode` broadcast (now ~ms over same-origin) can win the race and
+      // insert this node before this optimistic update runs. Inserting again
+      // un-guarded would duplicate the row in the author's sidebar. Mirror the
+      // `addTreeNode` socket guard: skip when the node already exists. The
+      // optimistic node's id IS the real created page id (createdPage.id), so
+      // the ids match exactly regardless of which path runs first.
+      setData((prev) => {
+        if (treeModel.find(prev, newNode.id)) return prev;
+        return treeModel.insert(prev, parentId, newNode, lastIndex);
+      });
 
+      // Realtime broadcast is now server-authoritative: the server emits
+      // `addTreeNode` to the space room on PAGE_CREATED. The old client relay
+      // (emit + setTimeout(50)) was removed; the optimistic insert above stays
+      // for instant feedback to the author (the server event is idempotent and
+      // a no-op for the author whose node already exists).
       const pageUrl = buildPageUrl(
         spaceSlug,
         createdPage.slugId,
@@ -187,7 +178,7 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
       );
       navigate(pageUrl);
     },
-    [spaceId, createPageMutation, setData, store, emit, navigate, spaceSlug],
+    [spaceId, createPageMutation, setData, store, navigate, spaceSlug],
   );
 
   const handleRename = useCallback(
@@ -238,19 +229,15 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
           navigate(getSpaceUrl(spaceSlug));
         }
 
-        setTimeout(() => {
-          if (!node) return;
-          emit({
-            operation: "deleteTreeNode",
-            spaceId,
-            payload: { node },
-          });
-        }, 50);
+        // Realtime broadcast is now server-authoritative: the server emits
+        // `deleteTreeNode` to the space room on PAGE_SOFT_DELETED. The old
+        // client relay (emit + setTimeout(50)) was removed; the optimistic
+        // removal above stays for instant feedback to the author.
       } catch (error) {
         console.error("Failed to delete page:", error);
       }
     },
-    [removePageMutation, setData, store, pageSlug, navigate, spaceSlug, emit, spaceId],
+    [removePageMutation, setData, store, pageSlug, navigate, spaceSlug],
   );
 
   return { handleMove, handleCreate, handleRename, handleDelete };

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

@@ -128,6 +128,271 @@ describe('treeModel.insert', () => {
   });
 });
 
+describe('treeModel.insertByPosition', () => {
+  // Server-authoritative broadcasts ship the node's fractional `position`; the
+  // receiver inserts among already-loaded siblings ordered by `position`.
+  type P = TreeNode<{ name: string; position?: string }>;
+
+  const roots: P[] = [
+    { id: 'a', name: 'A', position: 'a0' },
+    { id: 'b', name: 'B', position: 'a2' },
+    { id: 'c', name: 'C', position: 'a4' },
+  ];
+
+  it('inserts a root node in position order (middle)', () => {
+    const node: P = { id: 'x', name: 'X', position: 'a3' };
+    const t = treeModel.insertByPosition(roots, null, node);
+    expect(t.map((n) => n.id)).toEqual(['a', 'b', 'x', 'c']);
+  });
+
+  it('inserts a root node at the front when its position sorts first', () => {
+    const node: P = { id: 'x', name: 'X', position: 'a-' };
+    const t = treeModel.insertByPosition(roots, null, node);
+    expect(t.map((n) => n.id)).toEqual(['x', 'a', 'b', 'c']);
+  });
+
+  it('appends a root node when its position sorts last', () => {
+    const node: P = { id: 'x', name: 'X', position: 'a9' };
+    const t = treeModel.insertByPosition(roots, null, node);
+    expect(t.map((n) => n.id)).toEqual(['a', 'b', 'c', 'x']);
+  });
+
+  it('produces the same order regardless of which siblings are loaded', () => {
+    // Client 1 loaded all siblings; client 2 only loaded a subset. The inserted
+    // node lands in a consistent relative position for both.
+    const full: P[] = roots;
+    const partial: P[] = [roots[0], roots[2]]; // a, c (b not loaded)
+    const node: P = { id: 'x', name: 'X', position: 'a3' };
+
+    expect(
+      treeModel.insertByPosition(full, null, node).map((n) => n.id),
+    ).toEqual(['a', 'b', 'x', 'c']);
+    expect(
+      treeModel.insertByPosition(partial, null, node).map((n) => n.id),
+    ).toEqual(['a', 'x', 'c']);
+  });
+
+  it('inserts a child in position order under the parent', () => {
+    const tree: P[] = [
+      {
+        id: 'p',
+        name: 'P',
+        position: 'a0',
+        children: [
+          { id: 'p1', name: 'P1', position: 'a0' },
+          { id: 'p2', name: 'P2', position: 'a2' },
+        ],
+      },
+    ];
+    const node: P = { id: 'p15', name: 'P1.5', position: 'a1' };
+    const t = treeModel.insertByPosition(tree, 'p', node);
+    expect(treeModel.find(t, 'p')?.children?.map((n) => n.id)).toEqual([
+      'p1', 'p15', 'p2',
+    ]);
+  });
+
+  it('appends when the new node has no position', () => {
+    const node: P = { id: 'x', name: 'X' };
+    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
+// exists, so re-delivery (or the author's optimistic node) is never duplicated.
+// This guards the find-then-skip contract insertByPosition relies on.
+describe('addTreeNode idempotency (find-then-skip)', () => {
+  type P = TreeNode<{ name: string; position?: string }>;
+
+  const applyAddTreeNode = (tree: P[], node: P): P[] => {
+    if (treeModel.find(tree, node.id)) return tree;
+    return treeModel.insertByPosition(tree, null, node);
+  };
+
+  it('does not insert a duplicate when the id already exists', () => {
+    const tree: P[] = [{ id: 'a', name: 'A', position: 'a0' }];
+    const node: P = { id: 'a', name: 'A again', position: 'a5' };
+    const t1 = applyAddTreeNode(tree, node);
+    expect(t1).toBe(tree);
+    expect(t1.map((n) => n.id)).toEqual(['a']);
+  });
+
+  it('inserts once, then is a no-op on repeat delivery', () => {
+    let tree: P[] = [{ id: 'a', name: 'A', position: 'a0' }];
+    const node: P = { id: 'x', name: 'X', position: 'a5' };
+    tree = applyAddTreeNode(tree, node);
+    expect(tree.map((n) => n.id)).toEqual(['a', 'x']);
+    const again = applyAddTreeNode(tree, node);
+    expect(again).toBe(tree);
+    expect(again.filter((n) => n.id === 'x')).toHaveLength(1);
+  });
+});
+
+// handleCreate optimistic-insert idempotency: the author's optimistic insert is
+// now guarded by `treeModel.find` (same contract as the addTreeNode socket
+// handler) because the server's broadcast can win the race and insert the node
+// first. Whichever runs first inserts; the second is a no-op. Exactly one row.
+describe('handleCreate optimistic-insert idempotency (find-then-skip)', () => {
+  // Mirrors the guarded optimistic insert in use-tree-mutation handleCreate.
+  const applyOptimisticInsert = (
+    tree: N[],
+    parentId: string | null,
+    node: N,
+    index: number,
+  ): N[] => {
+    if (treeModel.find(tree, node.id)) return tree;
+    return treeModel.insert(tree, parentId, node, index);
+  };
+
+  // Mirrors the addTreeNode socket handler guard.
+  const applyAddTreeNode = (tree: N[], parentId: string | null, node: N): N[] => {
+    if (treeModel.find(tree, node.id)) return tree;
+    return treeModel.insert(tree, parentId, node);
+  };
+
+  const created: N = { id: 'new', name: '' };
+
+  it('optimistic insert is a no-op when server addTreeNode already inserted it', () => {
+    // Reverse-of-reverse race: server wins.
+    const afterServer = applyAddTreeNode(fixture, null, created);
+    expect(afterServer.filter((n) => n.id === 'new')).toHaveLength(1);
+    const afterOptimistic = applyOptimisticInsert(
+      afterServer,
+      null,
+      created,
+      afterServer.length,
+    );
+    expect(afterOptimistic).toBe(afterServer); // skipped
+    expect(afterOptimistic.filter((n) => n.id === 'new')).toHaveLength(1);
+  });
+
+  it('server addTreeNode is a no-op when optimistic insert already ran (optimistic-first)', () => {
+    const afterOptimistic = applyOptimisticInsert(fixture, null, created, fixture.length);
+    expect(afterOptimistic.filter((n) => n.id === 'new')).toHaveLength(1);
+    const afterServer = applyAddTreeNode(afterOptimistic, null, created);
+    expect(afterServer).toBe(afterOptimistic); // skipped
+    expect(afterServer.filter((n) => n.id === 'new')).toHaveLength(1);
+  });
+
+  it('inserts exactly once when only the optimistic path runs', () => {
+    const t = applyOptimisticInsert(fixture, 'a', { id: 'a3', name: '' }, 2);
+    expect(treeModel.find(t, 'a')?.children?.filter((n) => n.id === 'a3')).toHaveLength(1);
+  });
+});
+
+// moveTreeNode socket-handler semantics: the receiver must place the moved node
+// by `position` (NOT index 0) and apply the `pageData` the payload carries so a
+// moved node's title/icon/chevron stay correct. This mirrors the reducer in
+// use-tree-socket.ts so the contract is unit-tested without rendering the hook.
+describe('moveTreeNode handler (place by position + apply pageData)', () => {
+  type P = TreeNode<{
+    name: string;
+    position?: string;
+    icon?: string;
+    hasChildren?: boolean;
+    parentPageId?: string | null;
+  }>;
+
+  const applyMoveTreeNode = (
+    tree: P[],
+    payload: {
+      id: string;
+      parentId: string | null;
+      position: string;
+      pageData?: { title?: string | null; icon?: string | null; hasChildren?: boolean };
+    },
+  ): P[] => {
+    if (!treeModel.find(tree, payload.id)) return tree;
+    const placed = treeModel.placeByPosition(tree, payload.id, {
+      parentId: payload.parentId,
+      position: payload.position,
+    });
+    if (placed === tree) return treeModel.remove(tree, payload.id);
+    const patch: Partial<P> = {
+      position: payload.position,
+      parentPageId: payload.parentId,
+    } as Partial<P>;
+    const pd = payload.pageData;
+    if (pd) {
+      if (pd.title !== undefined) (patch as { name?: string }).name = pd.title ?? '';
+      if (pd.icon !== undefined) (patch as { icon?: string }).icon = pd.icon ?? undefined;
+      if (pd.hasChildren !== undefined)
+        (patch as { hasChildren?: boolean }).hasChildren = pd.hasChildren;
+    }
+    return treeModel.update(placed, payload.id, patch);
+  };
+
+  const tree: P[] = [
+    {
+      id: 'dst',
+      name: 'DST',
+      position: 'a0',
+      children: [
+        { id: 'c1', name: 'C1', position: 'a1' },
+        { id: 'c2', name: 'C2', position: 'a3' },
+        { id: 'c3', name: 'C3', position: 'a5' },
+      ],
+    },
+    { id: 'src', name: 'SRC', position: 'a9' },
+  ];
+
+  it('lands the moved node in the correct MIDDLE slot, not at index 0', () => {
+    const t = applyMoveTreeNode(tree, {
+      id: 'src',
+      parentId: 'dst',
+      position: 'a4',
+    });
+    expect(treeModel.find(t, 'dst')?.children?.map((n) => n.id)).toEqual([
+      'c1', 'c2', 'src', 'c3',
+    ]);
+  });
+
+  it('lands the moved node at the END when position sorts last', () => {
+    const t = applyMoveTreeNode(tree, {
+      id: 'src',
+      parentId: 'dst',
+      position: 'a8',
+    });
+    expect(treeModel.find(t, 'dst')?.children?.map((n) => n.id)).toEqual([
+      'c1', 'c2', 'c3', 'src',
+    ]);
+  });
+
+  it('applies pageData (title/icon/hasChildren) to the moved node', () => {
+    const t = applyMoveTreeNode(tree, {
+      id: 'src',
+      parentId: 'dst',
+      position: 'a4',
+      pageData: { title: 'Renamed', icon: '🔥', hasChildren: true },
+    });
+    const moved = treeModel.find(t, 'src');
+    expect(moved?.name).toBe('Renamed');
+    expect(moved?.icon).toBe('🔥');
+    expect(moved?.hasChildren).toBe(true);
+    expect(moved?.position).toBe('a4');
+  });
+
+  it('falls back to removing the node when the destination parent is not loaded', () => {
+    const t = applyMoveTreeNode(tree, {
+      id: 'src',
+      parentId: 'not-loaded',
+      position: 'a4',
+    });
+    expect(treeModel.find(t, 'src')).toBeNull();
+  });
+});
+
 describe('treeModel.remove', () => {
   it('removes a leaf', () => {
     const t = treeModel.remove(fixture, 'a2');
@@ -240,6 +505,118 @@ describe('treeModel.place', () => {
   });
 });
 
+describe('treeModel.placeByPosition', () => {
+  // Server-authoritative `moveTreeNode` ships the moved node's fractional
+  // `position`; the receiver must sort it into the correct slot among the new
+  // siblings — NOT drop it at index 0.
+  type P = TreeNode<{ name: string; position?: string }>;
+
+  const tree: P[] = [
+    {
+      id: 'dst',
+      name: 'DST',
+      position: 'a0',
+      children: [
+        { id: 'c1', name: 'C1', position: 'a1' },
+        { id: 'c2', name: 'C2', position: 'a3' },
+        { id: 'c3', name: 'C3', position: 'a5' },
+      ],
+    },
+    { id: 'src', name: 'SRC', position: 'a9' },
+  ];
+
+  it('places the moved node in the MIDDLE of new siblings by position', () => {
+    const t = treeModel.placeByPosition(tree, 'src', {
+      parentId: 'dst',
+      position: 'a4',
+    });
+    expect(treeModel.find(t, 'dst')?.children?.map((n) => n.id)).toEqual([
+      'c1', 'c2', 'src', 'c3',
+    ]);
+  });
+
+  it('places the moved node at the END when its position sorts last', () => {
+    const t = treeModel.placeByPosition(tree, 'src', {
+      parentId: 'dst',
+      position: 'a8',
+    });
+    expect(treeModel.find(t, 'dst')?.children?.map((n) => n.id)).toEqual([
+      'c1', 'c2', 'c3', 'src',
+    ]);
+  });
+
+  it('places the moved node at the FRONT only when its position sorts first', () => {
+    const t = treeModel.placeByPosition(tree, 'src', {
+      parentId: 'dst',
+      position: 'a0',
+    });
+    expect(treeModel.find(t, 'dst')?.children?.map((n) => n.id)).toEqual([
+      'src', 'c1', 'c2', 'c3',
+    ]);
+  });
+
+  it('stamps the authoritative position onto the moved node', () => {
+    const t = treeModel.placeByPosition(tree, 'src', {
+      parentId: 'dst',
+      position: 'a4',
+    });
+    expect(treeModel.find(t, 'src')?.position).toBe('a4');
+  });
+
+  it('reorders within the same parent by position (not to index 0)', () => {
+    const same: P[] = [
+      {
+        id: 'p',
+        name: 'P',
+        position: 'a0',
+        children: [
+          { id: 'x', name: 'X', position: 'a1' },
+          { id: 'y', name: 'Y', position: 'a2' },
+          { id: 'z', name: 'Z', position: 'a3' },
+        ],
+      },
+    ];
+    // Move x to between y and z.
+    const t = treeModel.placeByPosition(same, 'x', {
+      parentId: 'p',
+      position: 'a25',
+    });
+    expect(treeModel.find(t, 'p')?.children?.map((n) => n.id)).toEqual([
+      'y', 'x', 'z',
+    ]);
+  });
+
+  it('returns same array reference for unknown source', () => {
+    expect(
+      treeModel.placeByPosition(tree, 'ghost', { parentId: 'dst', position: 'a4' }),
+    ).toBe(tree);
+  });
+
+  it('returns same array reference when destination parent is not loaded', () => {
+    expect(
+      treeModel.placeByPosition(tree, 'src', { parentId: 'ghost', position: 'a4' }),
+    ).toBe(tree);
+  });
+
+  it('moves a node to root by position', () => {
+    const roots: P[] = [
+      { id: 'r1', name: 'R1', position: 'a1' },
+      { id: 'r2', name: 'R2', position: 'a5' },
+      {
+        id: 'rp',
+        name: 'RP',
+        position: 'a7',
+        children: [{ id: 'child', name: 'CHILD', position: 'a1' }],
+      },
+    ];
+    const t = treeModel.placeByPosition(roots, 'child', {
+      parentId: null,
+      position: 'a3',
+    });
+    expect(t.map((n) => n.id)).toEqual(['r1', 'child', 'r2', 'rp']);
+  });
+});
+
 describe('treeModel.move', () => {
   it('reorder-before within same parent: moves source to target index', () => {
     const { tree: t, result } = treeModel.move(fixture, 'a2', {
@@ -326,4 +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/model/tree-model.ts

@@ -98,6 +98,35 @@ export const treeModel = {
     return touched ? out : tree;
   },
 
+  // Position-aware insert for server-authoritative broadcasts. The server does
+  // not know each receiver's local index (clients have different loaded sets and
+  // the root list is paginated), so it sends the node's fractional `position`.
+  // We insert among the already-loaded siblings ordered by `position` so the
+  // order is consistent across clients regardless of which nodes they loaded.
+  // Falls back to appending when `position` is missing.
+  insertByPosition<T extends { position?: string }>(
+    tree: TreeNode<T>[],
+    parentId: string | null,
+    node: TreeNode<T>,
+  ): TreeNode<T>[] {
+    const index = (siblings: TreeNode<T>[]): number => {
+      const pos = node.position;
+      if (pos == null) return siblings.length;
+      // First sibling whose position sorts after the new node's position.
+      const at = siblings.findIndex(
+        (s) => s.position != null && s.position > pos,
+      );
+      return at === -1 ? siblings.length : at;
+    };
+
+    if (parentId === null) {
+      return treeModel.insert(tree, null, node, index(tree));
+    }
+    const parent = treeModel.find(tree, parentId);
+    const kids = (parent?.children as TreeNode<T>[] | undefined) ?? [];
+    return treeModel.insert(tree, parentId, node, index(kids));
+  },
+
   remove<T extends object>(tree: TreeNode<T>[], id: string): TreeNode<T>[] {
     let touched = false;
     const walk = (nodes: TreeNode<T>[]): TreeNode<T>[] => {
@@ -186,6 +215,30 @@ export const treeModel = {
     return treeModel.insert(removed, to.parentId, source, to.index);
   },
 
+  // Position-aware move for server-authoritative `moveTreeNode` broadcasts. Like
+  // `place`, but instead of an absolute index (which the sender computed against
+  // its own loaded set), it inserts the moved node among the destination's
+  // already-loaded siblings ordered by the node's fractional `position`. This
+  // keeps the visible order correct for every receiver — `place(..., index: 0)`
+  // would wrongly drop the node at the TOP of its new sibling list.
+  // Returns the same array reference (like `place`) when the source is missing
+  // or the destination parent isn't loaded on this client, so callers can detect
+  // that and fall back to removing the node.
+  placeByPosition<T extends { position?: string }>(
+    tree: TreeNode<T>[],
+    sourceId: string,
+    to: { parentId: string | null; position?: string },
+  ): TreeNode<T>[] {
+    const source = treeModel.find(tree, sourceId);
+    if (!source) return tree;
+    if (to.parentId !== null && !treeModel.find(tree, to.parentId)) return tree;
+    const removed = treeModel.remove(tree, sourceId);
+    // Reuse the same position-ordered insertion as `insertByPosition` by
+    // stamping the authoritative position onto the moved node first.
+    const positioned = { ...source, position: to.position } as TreeNode<T>;
+    return treeModel.insertByPosition(removed, to.parentId, positioned);
+  },
+
   move<T extends object>(
     tree: TreeNode<T>[],
     sourceId: string,

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

@@ -8,5 +8,6 @@ export type SpaceTreeNode = {
   parentPageId: string;
   hasChildren: boolean;
   canEdit?: boolean;
+  isTemplate?: boolean;
   children: SpaceTreeNode[];
 };

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

@@ -0,0 +1,275 @@
+import { describe, it, expect } from "vitest";
+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 {
+    id,
+    slugId: `slug-${id}`,
+    title: id.toUpperCase(),
+    icon: "",
+    position,
+    hasChildren: false,
+    spaceId: "space-1",
+    parentPageId: null as unknown as string,
+  } as IPage;
+}
+
+// Flat SpaceTreeNode factory for buildTreeWithChildren (it consumes a flat list
+// with parentPageId pointers and nests them).
+function flatNode(
+  id: string,
+  parentPageId: string | null,
+  position: string,
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${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")]);
+    expect(tree.map((n) => n.id)).toEqual(["a", "b"]);
+  });
+
+  it("dedups a duplicate id so the tree has no duplicate node", () => {
+    // A realtime cache write could append a page twice; buildTree must not emit
+    // two references to the same node (which would crash the sidebar render with
+    // a duplicate React key).
+    const tree = buildTree([
+      page("a", "a1"),
+      page("b", "a2"),
+      page("a", "a1"), // duplicate id
+    ]);
+
+    expect(tree).toHaveLength(2);
+    expect(tree.map((n) => n.id).sort()).toEqual(["a", "b"]);
+    // No id appears more than once.
+    const ids = tree.map((n) => n.id);
+    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

@@ -25,11 +25,19 @@ export function buildTree(pages: IPage[]): SpaceTreeNode[] {
       spaceId: page.spaceId,
       parentPageId: page.parentPageId,
       canEdit: page.canEdit ?? page.permissions?.canEdit,
+      isTemplate: page.isTemplate,
       children: [],
     };
   });
 
+  // Defense-in-depth: a duplicate id in `pages` would push two references to the
+  // same node, producing a duplicate React key that crashes the sidebar render.
+  // Track ids we've already pushed and skip repeats so a stray duplicate from a
+  // realtime cache write can never break the tree.
+  const seen = new Set<string>();
   pages.forEach((page) => {
+    if (seen.has(page.id)) return;
+    seen.add(page.id);
     tree.push(pageMap[page.id]);
   });
 
@@ -134,11 +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);
     }
   });
@@ -216,3 +230,60 @@ export function mergeRootTrees(
 
   return sortPositionKeys(merged);
 }
+
+// Collect every node id in the tree (roots, branches, leaves). Used by
+// collapseAll to clear the open-state map for all current-space nodes.
+export function collectAllIds(nodes: SpaceTreeNode[]): string[] {
+  const ids: string[] = [];
+  const walk = (list: SpaceTreeNode[]) => {
+    for (const n of list) {
+      ids.push(n.id);
+      if (n.children?.length) walk(n.children);
+    }
+  };
+  walk(nodes);
+  return ids;
+}
+
+// Collect ids of branch nodes (nodes that have children). Used by expandAll to
+// open every branch in the open-state map; leaves need no entry.
+export function collectBranchIds(nodes: SpaceTreeNode[]): string[] {
+  const ids: string[] = [];
+  const walk = (list: SpaceTreeNode[]) => {
+    for (const n of list) {
+      if (n.children?.length) {
+        ids.push(n.id);
+        walk(n.children);
+      }
+    }
+  };
+  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/page/types/page.types.ts

@@ -12,6 +12,7 @@ export interface IPage {
   spaceId: string;
   workspaceId: string;
   isLocked: boolean;
+  isTemplate?: boolean;
   lastUpdatedById: string;
   createdAt: Date;
   updatedAt: Date;

apps/client/src/features/search/types/search.types.ts

@@ -22,6 +22,7 @@ export interface SearchSuggestionParams {
   includeUsers?: boolean;
   includeGroups?: boolean;
   includePages?: boolean;
+  onlyTemplates?: boolean;
   spaceId?: string;
   limit?: number;
 }

apps/client/src/features/share/components/share-ai-widget.tsx

@@ -0,0 +1,226 @@
+import { useMemo, useRef, useState } from "react";
+import { generateId } from "ai";
+import {
+  ActionIcon,
+  Affix,
+  Alert,
+  Box,
+  Group,
+  Paper,
+  Text,
+  Textarea,
+  Tooltip,
+} from "@mantine/core";
+import {
+  IconAlertTriangle,
+  IconArrowUp,
+  IconSparkles,
+  IconX,
+} from "@tabler/icons-react";
+import { useTranslation } from "react-i18next";
+import { useChat, type UIMessage } from "@ai-sdk/react";
+import { DefaultChatTransport } from "ai";
+import MessageList from "@/features/ai-chat/components/message-list.tsx";
+import { describeChatError } from "@/features/ai-chat/utils/error-message.ts";
+
+interface ShareAiWidgetProps {
+  /** The share id (or key) the assistant is scoped to. */
+  shareId: string;
+  /** The page the reader currently has open (context for "this page"). */
+  pageId: string;
+  /** Display name of the configured assistant identity; falls back to 'AI agent' when absent. */
+  assistantName?: string;
+}
+
+/**
+ * Lightweight, EPHEMERAL "Ask AI" widget for a public shared page.
+ *
+ * A stripped version of the authenticated chat: text input only, no chat list,
+ * no history, no persistence, no voice input. The transcript lives only in
+ * memory (this component's `useChat` store) and is sent with `credentials:
+ * "omit"` to the anonymous `/api/shares/ai/stream` endpoint. The server stores
+ * nothing.
+ *
+ * Presentation is now shared with the internal chat: the same `MessageList`
+ * renders the streamed transcript, so the public share gets the SAME
+ * incremental markdown render, animated typing indicator, and tool-call cards
+ * as the internal chat. Only the anonymous specifics differ — no auth, no
+ * history, `credentials: "omit"`, suppressed page citations (an anonymous
+ * reader cannot open the linked internal pages), neutralized internal markdown
+ * links (so internal UUIDs/auth-gated routes in the answer don't leak as
+ * clickable links), and a documentation-focused empty state.
+ */
+export default function ShareAiWidget({
+  shareId,
+  pageId,
+  assistantName,
+}: ShareAiWidgetProps) {
+  const { t } = useTranslation();
+  const [open, setOpen] = useState(false);
+  const [input, setInput] = useState("");
+
+  // Stable per-mount store key (see ai-chat ChatThread for the rationale on why
+  // useChat needs a stable, non-undefined id to avoid re-creating its store).
+  const storeIdRef = useRef<string>(`share-ai-${generateId()}`);
+
+  const transport = useMemo(
+    () =>
+      new DefaultChatTransport<UIMessage>({
+        api: "/api/shares/ai/stream",
+        // Anonymous endpoint: never send cookies/credentials.
+        credentials: "omit",
+        prepareSendMessagesRequest: ({ messages, body }) => ({
+          body: {
+            ...body,
+            shareId,
+            pageId,
+            messages,
+          },
+        }),
+      }),
+    [shareId, pageId],
+  );
+
+  const { messages, sendMessage, status, stop, error } = useChat({
+    id: storeIdRef.current,
+    transport,
+  });
+
+  const isStreaming = status === "submitted" || status === "streaming";
+
+  const handleSend = () => {
+    const text = input.trim();
+    if (!text || isStreaming) return;
+    setInput("");
+    void sendMessage({ text });
+  };
+
+  if (!open) {
+    return (
+      // Offset 80px from the bottom so the FAB stacks ABOVE the bottom-right
+      // "Powered by Gitmost" branding button (share-branding.tsx) without
+      // overlapping it.
+      <Affix position={{ bottom: 80, right: 20 }}>
+        <Tooltip label={t("Ask AI")} position="left">
+          <ActionIcon
+            size="xl"
+            radius="xl"
+            variant="filled"
+            aria-label={t("Ask AI")}
+            onClick={() => setOpen(true)}
+          >
+            <IconSparkles size={22} />
+          </ActionIcon>
+        </Tooltip>
+      </Affix>
+    );
+  }
+
+  return (
+    <Affix position={{ bottom: 80, right: 20 }}>
+      <Paper
+        shadow="md"
+        radius="md"
+        withBorder
+        style={{
+          width: 360,
+          maxWidth: "calc(100vw - 40px)",
+          height: 480,
+          maxHeight: "calc(100vh - 100px)",
+          display: "flex",
+          flexDirection: "column",
+        }}
+      >
+        <Group
+          justify="space-between"
+          p="xs"
+          style={{ borderBottom: "1px solid var(--mantine-color-default-border)" }}
+        >
+          <Group gap="xs">
+            <IconSparkles size={18} />
+            <Text fw={600} size="sm">
+              {t("Ask AI")}
+            </Text>
+          </Group>
+          <ActionIcon
+            variant="subtle"
+            aria-label={t("Close")}
+            onClick={() => setOpen(false)}
+          >
+            <IconX size={18} />
+          </ActionIcon>
+        </Group>
+
+        {/* Shared transcript: same incremental streaming render, animated typing
+            indicator, markdown, and tool-call cards as the internal chat. The
+            share is anonymous, so page citation links are suppressed (an
+            anonymous reader cannot open the linked internal pages). */}
+        <Box style={{ flex: 1, minHeight: 0, display: "flex", padding: "var(--mantine-spacing-sm)" }}>
+          <MessageList
+            messages={messages}
+            isStreaming={isStreaming}
+            assistantName={assistantName}
+            showCitations={false}
+            // Anonymous reader: neutralize internal/relative links in the
+            // assistant's markdown so internal UUIDs/auth-gated routes don't
+            // leak as clickable links (external http(s) links are kept).
+            neutralizeInternalLinks={true}
+            emptyState={
+              <Text size="sm" c="dimmed" ta="center">
+                {t("Ask a question about this documentation.")}
+              </Text>
+            }
+          />
+        </Box>
+
+        {error && (
+          <Alert
+            variant="light"
+            color="red"
+            icon={<IconAlertTriangle size={16} />}
+            mx="sm"
+            mb="xs"
+            title={t("Something went wrong")}
+          >
+            {/* Surface the real cause (provider/gating message) instead of a
+                generic line — same helper the internal chat uses. */}
+            {describeChatError(error.message ?? "", t)}
+          </Alert>
+        )}
+
+        <Group
+          gap="xs"
+          p="xs"
+          align="flex-end"
+          style={{ borderTop: "1px solid var(--mantine-color-default-border)" }}
+        >
+          <Textarea
+            style={{ flex: 1 }}
+            autosize
+            minRows={1}
+            maxRows={4}
+            placeholder={t("Ask a question…")}
+            value={input}
+            onChange={(e) => setInput(e.currentTarget.value)}
+            onKeyDown={(e) => {
+              if (e.key === "Enter" && !e.shiftKey) {
+                e.preventDefault();
+                handleSend();
+              }
+            }}
+          />
+          <ActionIcon
+            size="lg"
+            radius="xl"
+            variant="filled"
+            aria-label={isStreaming ? t("Stop") : t("Send")}
+            onClick={isStreaming ? () => stop() : handleSend}
+            disabled={!isStreaming && input.trim().length === 0}
+          >
+            {isStreaming ? <IconX size={18} /> : <IconArrowUp size={18} />}
+          </ActionIcon>
+        </Group>
+      </Paper>
+    </Affix>
+  );
+}

apps/client/src/features/share/components/share-branding.tsx

@@ -2,14 +2,17 @@ import { Affix, Button } from "@mantine/core";
 
 export default function ShareBranding() {
   return (
+    // Pinned to the bottom-RIGHT corner. The AI assistant FAB
+    // (share-ai-widget.tsx) is stacked ABOVE this with a higher `bottom`
+    // offset, so the two Affix elements never overlap.
     <Affix position={{ bottom: 20, right: 20 }}>
       <Button
         variant="default"
         component="a"
         target="_blank"
-        href="https://docmost.com?ref=public-share"
+        href="https://github.com/vvzvlad/gitmost?ref=public-share"
       >
-        Powered by Docmost
+        Powered by Gitmost
       </Button>
     </Affix>
   );

apps/client/src/features/share/components/shared-tree.tsx

@@ -25,7 +25,10 @@ import {
   DocTree,
   type DocTreeApi,
   type RenderRowProps,
+  ROW_HEIGHT_COMPACT,
+  ROW_HEIGHT_STANDARD,
 } from "@/features/page/tree/components/doc-tree";
+import { isCompactPageTreeEnabled } from "@/lib/config.ts";
 import { openSharedTreeNodesAtom } from "@/features/share/atoms/open-shared-tree-nodes-atom";
 
 interface SharedTreeProps {
@@ -36,6 +39,7 @@ export default function SharedTree({ sharedPageTree }: SharedTreeProps) {
   const { t } = useTranslation();
   const treeRef = useRef<DocTreeApi | null>(null);
   const { pageSlug } = useParams();
+  const compactTree = isCompactPageTreeEnabled();
   const [openTreeNodes, setOpenTreeNodes] = useAtom(openSharedTreeNodesAtom);
 
   const currentNodeId = extractPageSlugId(pageSlug);
@@ -100,6 +104,7 @@ export default function SharedTree({ sharedPageTree }: SharedTreeProps) {
         renderRow={SharedTreeRow}
         onMove={noopMove}
         onToggle={handleToggle}
+        rowHeight={compactTree ? ROW_HEIGHT_COMPACT : ROW_HEIGHT_STANDARD}
         getDragLabel={getDragLabel}
         aria-label={t("Pages")}
       />

apps/client/src/features/share/types/share.types.ts

@@ -42,6 +42,13 @@ export interface ISharedPage extends IShare {
     sharedPage: { id: string; slugId: string; title: string; icon: string };
   };
   features?: string[];
+  // Whether the anonymous public-share AI assistant is enabled for the
+  // workspace (server-resolved). Gates the "Ask AI" widget.
+  aiAssistant?: boolean;
+  // Display name of the configured assistant identity (agent role name), used
+  // to label the public-share chat. Null/absent when no identity is set →
+  // the widget falls back to the generic "AI agent" label.
+  aiAssistantName?: string | null;
 }
 
 export interface IShareForPage extends IShare {

apps/client/src/features/space/components/sidebar/space-sidebar.tsx

@@ -7,6 +7,8 @@ import {
 } from "@mantine/core";
 import {
   IconArrowDown,
+  IconChevronsDown,
+  IconChevronsUp,
   IconDots,
   IconEye,
   IconEyeOff,
@@ -23,14 +25,16 @@ import {
   useUnwatchSpaceMutation,
 } from "@/features/space/queries/space-watcher-query.ts";
 import classes from "./space-sidebar.module.css";
-import React from "react";
+import React, { useRef } from "react";
 import { useTreeMutation } from "@/features/page/tree/hooks/use-tree-mutation.ts";
 import { Link, useParams } from "react-router-dom";
 import clsx from "clsx";
 import { useDisclosure } from "@mantine/hooks";
 import SpaceSettingsModal from "@/features/space/components/settings-modal.tsx";
 import { useGetSpaceBySlugQuery } from "@/features/space/queries/space-query.ts";
-import SpaceTree from "@/features/page/tree/components/space-tree.tsx";
+import SpaceTree, {
+  SpaceTreeApi,
+} from "@/features/page/tree/components/space-tree.tsx";
 import { useSpaceAbility } from "@/features/space/permissions/use-space-ability.ts";
 import {
   SpaceCaslAction,
@@ -57,6 +61,7 @@ export function SpaceSidebar() {
   const spaceRules = space?.membership?.permissions;
   const spaceAbility = useSpaceAbility(spaceRules);
   const { handleCreate } = useTreeMutation(space?.id ?? "");
+  const treeRef = useRef<SpaceTreeApi | null>(null);
 
   if (!space) {
     return <></>;
@@ -100,6 +105,7 @@ export function SpaceSidebar() {
                   SpaceCaslSubject.Page,
                 )}
                 onSpaceSettings={openSettings}
+                treeRef={treeRef}
               />
 
               {spaceAbility.can(
@@ -122,6 +128,7 @@ export function SpaceSidebar() {
 
           <div className={classes.pages}>
             <SpaceTree
+              ref={treeRef}
               spaceId={space.id}
               readOnly={spaceAbility.cannot(
                 SpaceCaslAction.Manage,
@@ -145,13 +152,25 @@ interface SpaceMenuProps {
   spaceId: string;
   canManagePages: boolean;
   onSpaceSettings: () => void;
+  treeRef: React.RefObject<SpaceTreeApi | null>;
 }
 function SpaceMenu({
   spaceId,
   canManagePages,
   onSpaceSettings,
+  treeRef,
 }: SpaceMenuProps) {
   const { t } = useTranslation();
+  const handleExpandAll = () => {
+    // Fire-and-forget: expandAll already surfaces its own error notification.
+    // The menu closes on click (consistent with Collapse all), so there is no
+    // in-menu loading state to track here.
+    treeRef.current?.expandAll();
+  };
+
+  const handleCollapseAll = () => {
+    treeRef.current?.collapseAll();
+  };
   const { spaceSlug } = useParams();
   const [importOpened, { open: openImportModal, close: closeImportModal }] =
     useDisclosure(false);
@@ -201,6 +220,22 @@ function SpaceMenu({
         </Menu.Target>
 
         <Menu.Dropdown>
+          <Menu.Item
+            onClick={handleExpandAll}
+            leftSection={<IconChevronsDown size={16} />}
+          >
+            {t("Expand all")}
+          </Menu.Item>
+
+          <Menu.Item
+            onClick={handleCollapseAll}
+            leftSection={<IconChevronsUp size={16} />}
+          >
+            {t("Collapse all")}
+          </Menu.Item>
+
+          <Menu.Divider />
+
           <Menu.Item
             onClick={handleToggleFavorite}
             leftSection={

apps/client/src/features/user/connect-resync.test.ts

@@ -0,0 +1,74 @@
+import { describe, it, expect, vi } from "vitest";
+import {
+  makeConnectHandler,
+  shouldResyncOnConnect,
+  ROOT_SIDEBAR_PAGES_KEY,
+  SIDEBAR_PAGES_KEY,
+} from "./connect-resync";
+
+describe("shouldResyncOnConnect", () => {
+  it("does not resync on the first connect", () => {
+    expect(shouldResyncOnConnect(true)).toBe(false);
+  });
+
+  it("resyncs on a reconnect (not the first connect)", () => {
+    expect(shouldResyncOnConnect(false)).toBe(true);
+  });
+});
+
+describe("makeConnectHandler", () => {
+  it("does NOT invalidate on the first connect", () => {
+    const invalidateQueries = vi.fn();
+    const handler = makeConnectHandler({ invalidateQueries });
+
+    handler();
+
+    expect(invalidateQueries).not.toHaveBeenCalled();
+  });
+
+  it("invalidates BOTH sidebar keys on the reconnect (second connect)", () => {
+    const invalidateQueries = vi.fn();
+    const handler = makeConnectHandler({ invalidateQueries });
+
+    // First connect: the initial connection, no resync.
+    handler();
+    expect(invalidateQueries).not.toHaveBeenCalled();
+
+    // Second connect: a reconnect after a gap, resync both tree levels.
+    handler();
+
+    expect(invalidateQueries).toHaveBeenCalledTimes(2);
+    expect(invalidateQueries).toHaveBeenCalledWith({
+      queryKey: [...ROOT_SIDEBAR_PAGES_KEY],
+    });
+    expect(invalidateQueries).toHaveBeenCalledWith({
+      queryKey: [...SIDEBAR_PAGES_KEY],
+    });
+  });
+
+  it("keeps invalidating on every subsequent reconnect", () => {
+    const invalidateQueries = vi.fn();
+    const handler = makeConnectHandler({ invalidateQueries });
+
+    handler(); // first connect -> nothing
+    handler(); // reconnect #1 -> 2 calls
+    handler(); // reconnect #2 -> 2 more calls
+
+    expect(invalidateQueries).toHaveBeenCalledTimes(4);
+  });
+
+  it("isolates state per handler instance (each factory call gets its own flag)", () => {
+    const invalidateA = vi.fn();
+    const invalidateB = vi.fn();
+    const handlerA = makeConnectHandler({ invalidateQueries: invalidateA });
+    const handlerB = makeConnectHandler({ invalidateQueries: invalidateB });
+
+    // Exhausting handlerA's first connect must not affect handlerB.
+    handlerA();
+    handlerA(); // reconnect on A
+    handlerB(); // still A's-independent first connect on B
+
+    expect(invalidateA).toHaveBeenCalledTimes(2);
+    expect(invalidateB).not.toHaveBeenCalled();
+  });
+});

apps/client/src/features/user/connect-resync.ts

@@ -0,0 +1,41 @@
+import type { QueryClient } from "@tanstack/react-query";
+
+// Sidebar tree query keys that must be refetched (through the authorized API)
+// after a socket reconnect so the view re-converges after a gap where ws events
+// were missed (wifi blip, laptop sleep). Both the root level and the
+// nested-page levels of every space tree are invalidated.
+export const ROOT_SIDEBAR_PAGES_KEY = ["root-sidebar-pages"] as const;
+export const SIDEBAR_PAGES_KEY = ["sidebar-pages"] as const;
+
+/**
+ * Pure decision for the reconnect-resync branch.
+ *
+ * The first `connect` event is the initial connection and must NOT trigger a
+ * resync (the data was just fetched). Every subsequent `connect` event is a
+ * RECONNECT after a gap and should trigger a resync.
+ */
+export function shouldResyncOnConnect(isFirstConnect: boolean): boolean {
+  return !isFirstConnect;
+}
+
+/**
+ * Build the socket `connect` handler that owns the first-connect-vs-reconnect
+ * logic via a private closure flag. The returned handler is what the component
+ * registers with `socket.on("connect", ...)`.
+ *
+ * - 1st invocation  -> first connect, no invalidation.
+ * - 2nd+ invocation -> reconnect, invalidate both sidebar tree key levels.
+ */
+export function makeConnectHandler(
+  queryClient: Pick<QueryClient, "invalidateQueries">,
+): () => void {
+  let firstConnect = true;
+
+  return () => {
+    if (shouldResyncOnConnect(firstConnect)) {
+      queryClient.invalidateQueries({ queryKey: [...ROOT_SIDEBAR_PAGES_KEY] });
+      queryClient.invalidateQueries({ queryKey: [...SIDEBAR_PAGES_KEY] });
+    }
+    firstConnect = false;
+  };
+}

apps/client/src/features/user/user-provider.tsx

@@ -11,6 +11,8 @@ import { useTreeSocket } from "@/features/websocket/use-tree-socket.ts";
 import { useNotificationSocket } from "@/features/notification/hooks/use-notification-socket.ts";
 import { useCollabToken } from "@/features/auth/queries/auth-query.tsx";
 import { Error404 } from "@/components/ui/error-404.tsx";
+import { queryClient } from "@/main.tsx";
+import { makeConnectHandler } from "@/features/user/connect-resync.ts";
 
 export function UserProvider({ children }: React.PropsWithChildren) {
   const [, setCurrentUser] = useAtom(currentUserAtom);
@@ -33,8 +35,16 @@ export function UserProvider({ children }: React.PropsWithChildren) {
     // @ts-ignore
     setSocket(newSocket);
 
+    // Distinguish the first connect from a reconnect so we only resync after a
+    // gap. The handler owns the first-connect-vs-reconnect decision through a
+    // private closure flag (see makeConnectHandler): on RECONNECT it refetches
+    // the sidebar tree through the authorized API so the view re-converges after
+    // a gap where ws events were missed (wifi blip, laptop sleep), invalidating
+    // both the root level and the nested-page levels of every space tree.
+    const handleConnect = makeConnectHandler(queryClient);
     newSocket.on("connect", () => {
       console.log("ws connected");
+      handleConnect();
     });
 
     return () => {

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 = () => {
@@ -35,106 +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) => {
-            if (treeModel.find(prev, event.payload.data.id)) return prev;
-            const newParentId = event.payload.parentId as string | null;
-            let next = treeModel.insert(
-              prev,
-              newParentId,
-              event.payload.data,
-              event.payload.index,
-            );
-            // 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;
-
-            const placed = treeModel.place(prev, event.payload.id, {
-              parentId: newParentId,
-              index: event.payload.index,
-            });
-            // `place` 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);
-            }
-
-            let next = treeModel.update(placed, event.payload.id, {
-              position: event.payload.position,
-              parentPageId: newParentId,
-            } as Partial<SpaceTreeNode>);
-
-            // 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-agent-role-form.drivers.test.ts

@@ -0,0 +1,53 @@
+import { readFileSync } from "node:fs";
+import { fileURLToPath } from "node:url";
+import path from "node:path";
+import { describe, expect, it } from "vitest";
+import {
+  AI_DRIVER_VALUES,
+  DRIVER_OPTIONS,
+} from "./ai-agent-role-form";
+
+/**
+ * Drift guard: the client's hardcoded driver list must stay in sync with the
+ * server `AI_DRIVERS`. Client and server are separate build targets and Vite
+ * refuses to import a module from outside the client root, so instead of an
+ * `import` we read the server `ai.types.ts` source and parse out the AI_DRIVERS
+ * literal. This contract test fails loudly if the two lists ever diverge
+ * (order-independent).
+ */
+function readServerAiDrivers(): string[] {
+  const here = path.dirname(fileURLToPath(import.meta.url));
+  // apps/client/src/.../components -> repo apps/server/src/integrations/ai
+  const serverTypesPath = path.resolve(
+    here,
+    "../../../../../../../server/src/integrations/ai/ai.types.ts",
+  );
+  const source = readFileSync(serverTypesPath, "utf8");
+  const match = source.match(/AI_DRIVERS\s*:\s*AiDriver\[\]\s*=\s*\[([^\]]*)\]/);
+  if (!match) {
+    throw new Error(
+      `Could not locate the AI_DRIVERS literal in ${serverTypesPath}`,
+    );
+  }
+  return match[1]
+    .split(",")
+    .map((s) => s.trim().replace(/^['"]|['"]$/g, ""))
+    .filter((s) => s.length > 0);
+}
+
+describe("ai-agent-role-form driver drift guard", () => {
+  it("mirrors the server AI_DRIVERS list exactly", () => {
+    const serverDrivers = readServerAiDrivers();
+    expect([...AI_DRIVER_VALUES].sort()).toEqual([...serverDrivers].sort());
+  });
+
+  it("exposes one Select option per server driver plus a workspace-default", () => {
+    const serverDrivers = readServerAiDrivers();
+    const driverOptionValues = DRIVER_OPTIONS.map((o) => o.value).filter(
+      (v) => v !== "",
+    );
+    expect(driverOptionValues.sort()).toEqual([...serverDrivers].sort());
+    // Exactly one empty-value option for the "Workspace default" choice.
+    expect(DRIVER_OPTIONS.filter((o) => o.value === "")).toHaveLength(1);
+  });
+});

apps/client/src/features/workspace/components/settings/components/ai-agent-role-form.tsx

@@ -0,0 +1,221 @@
+import { useEffect } from "react";
+import { z } from "zod/v4";
+import {
+  Button,
+  Group,
+  Select,
+  Stack,
+  Switch,
+  Text,
+  TextInput,
+  Textarea,
+} from "@mantine/core";
+import { useForm } from "@mantine/form";
+import { zod4Resolver } from "mantine-form-zod-resolver";
+import { useTranslation } from "react-i18next";
+import {
+  useCreateAiRoleMutation,
+  useUpdateAiRoleMutation,
+} from "@/features/ai-chat/queries/ai-chat-query.ts";
+import {
+  IAiRole,
+  IAiRoleCreate,
+  IAiRoleUpdate,
+} from "@/features/ai-chat/types/ai-chat.types.ts";
+
+// Source of truth: the server `AI_DRIVERS` list in
+// apps/server/src/integrations/ai/ai.types.ts. The client cannot import that
+// constant at build time (separate build target), so it is mirrored here and a
+// drift contract test (ai-agent-role-form.drivers.test.ts) fails if the two
+// lists diverge. Keep this in sync when adding/removing a server driver.
+export const AI_DRIVER_VALUES = ["openai", "gemini", "ollama"] as const;
+export type AiDriverValue = (typeof AI_DRIVER_VALUES)[number];
+
+const DRIVER_LABELS: Record<AiDriverValue, string> = {
+  openai: "OpenAI",
+  gemini: "Gemini",
+  ollama: "Ollama",
+};
+
+// Select options for the optional model override. "" => use the workspace
+// default driver/model.
+export const DRIVER_OPTIONS = [
+  { value: "", label: "Workspace default" },
+  ...AI_DRIVER_VALUES.map((value) => ({ value, label: DRIVER_LABELS[value] })),
+];
+
+const formSchema = z.object({
+  name: z.string().min(1),
+  emoji: z.string(),
+  description: z.string(),
+  instructions: z.string().min(1),
+  // "" => no driver override (use the workspace driver).
+  driver: z.enum(["", ...AI_DRIVER_VALUES]),
+  chatModel: z.string(),
+  enabled: z.boolean(),
+});
+
+type FormValues = z.infer<typeof formSchema>;
+
+interface AiAgentRoleFormProps {
+  // When provided, edits an existing role; otherwise creates one.
+  role?: IAiRole;
+  onClose: () => void;
+}
+
+export default function AiAgentRoleForm({
+  role,
+  onClose,
+}: AiAgentRoleFormProps) {
+  const { t } = useTranslation();
+  const isEdit = Boolean(role);
+
+  const createMutation = useCreateAiRoleMutation();
+  const updateMutation = useUpdateAiRoleMutation();
+
+  const form = useForm<FormValues>({
+    validate: zod4Resolver(formSchema),
+    initialValues: {
+      name: role?.name ?? "",
+      emoji: role?.emoji ?? "",
+      description: role?.description ?? "",
+      instructions: role?.instructions ?? "",
+      driver: (role?.modelConfig?.driver ?? "") as FormValues["driver"],
+      chatModel: role?.modelConfig?.chatModel ?? "",
+      enabled: role?.enabled ?? true,
+    },
+  });
+
+  // Re-hydrate when the target role changes (reusing the modal).
+  useEffect(() => {
+    form.setValues({
+      name: role?.name ?? "",
+      emoji: role?.emoji ?? "",
+      description: role?.description ?? "",
+      instructions: role?.instructions ?? "",
+      driver: (role?.modelConfig?.driver ?? "") as FormValues["driver"],
+      chatModel: role?.modelConfig?.chatModel ?? "",
+      enabled: role?.enabled ?? true,
+    });
+    form.resetDirty();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [role?.id]);
+
+  // Build the model override payload: null when neither a driver nor a model id
+  // is set (use the workspace default).
+  function resolveModelConfig(values: FormValues) {
+    const driver = values.driver || undefined;
+    const chatModel = values.chatModel.trim() || undefined;
+    if (!driver && !chatModel) return null;
+    return { driver, chatModel };
+  }
+
+  async function handleSubmit(values: FormValues) {
+    const modelConfig = resolveModelConfig(values);
+
+    if (isEdit && role) {
+      const payload: IAiRoleUpdate = {
+        id: role.id,
+        name: values.name,
+        emoji: values.emoji,
+        description: values.description,
+        instructions: values.instructions,
+        modelConfig,
+        enabled: values.enabled,
+      };
+      await updateMutation.mutateAsync(payload);
+    } else {
+      const payload: IAiRoleCreate = {
+        name: values.name,
+        emoji: values.emoji || undefined,
+        description: values.description || undefined,
+        instructions: values.instructions,
+        modelConfig,
+        enabled: values.enabled,
+      };
+      await createMutation.mutateAsync(payload);
+    }
+
+    onClose();
+  }
+
+  const isSaving = createMutation.isPending || updateMutation.isPending;
+
+  return (
+    <Stack>
+      <TextInput
+        label={t("Role name")}
+        placeholder={t("e.g. Proofreader")}
+        {...form.getInputProps("name")}
+      />
+
+      <TextInput
+        label={t("Emoji")}
+        description={t("Optional. Shown as the chat badge.")}
+        maxLength={8}
+        {...form.getInputProps("emoji")}
+      />
+
+      <TextInput
+        label={t("Description")}
+        description={t("Optional. A short note about what this role does.")}
+        {...form.getInputProps("description")}
+      />
+
+      <Textarea
+        label={t("Instructions")}
+        description={t(
+          "The built-in safety framework is always added automatically.",
+        )}
+        autosize
+        minRows={4}
+        maxRows={14}
+        {...form.getInputProps("instructions")}
+      />
+
+      <Group grow align="flex-start">
+        <Select
+          label={t("Model provider override")}
+          description={t("Optional. Defaults to the workspace provider.")}
+          data={DRIVER_OPTIONS}
+          allowDeselect={false}
+          comboboxProps={{ withinPortal: true }}
+          {...form.getInputProps("driver")}
+        />
+        <TextInput
+          label={t("Model override")}
+          description={t("Optional. Defaults to the workspace model.")}
+          placeholder={t("e.g. gpt-4o-mini")}
+          {...form.getInputProps("chatModel")}
+        />
+      </Group>
+      <Text size="xs" c="dimmed" mt={-8}>
+        {t(
+          "If you choose a different provider, it must already be configured in AI settings.",
+        )}
+      </Text>
+
+      <Switch
+        label={t("Enabled")}
+        checked={form.values.enabled}
+        onChange={(event) =>
+          form.setFieldValue("enabled", event.currentTarget.checked)
+        }
+      />
+
+      <Group justify="flex-end" mt="sm">
+        <Button type="button" variant="default" onClick={onClose}>
+          {t("Cancel")}
+        </Button>
+        <Button
+          type="button"
+          onClick={() => handleSubmit(form.values)}
+          disabled={isSaving || !form.isValid()}
+          loading={isSaving}
+        >
+          {t("Save")}
+        </Button>
+      </Group>
+    </Stack>
+  );
+}

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

@@ -0,0 +1,175 @@
+import { useState } from "react";
+import {
+  ActionIcon,
+  Badge,
+  Box,
+  Button,
+  Group,
+  Modal,
+  Paper,
+  Stack,
+  Switch,
+  Text,
+} from "@mantine/core";
+import { useDisclosure } from "@mantine/hooks";
+import { modals } from "@mantine/modals";
+import { IconPencil, IconPlus, IconTrash } from "@tabler/icons-react";
+import { useTranslation } from "react-i18next";
+import useUserRole from "@/hooks/use-user-role.tsx";
+import {
+  useAiRolesQuery,
+  useDeleteAiRoleMutation,
+  useUpdateAiRoleMutation,
+} from "@/features/ai-chat/queries/ai-chat-query.ts";
+import { IAiRole } from "@/features/ai-chat/types/ai-chat.types.ts";
+import AiAgentRoleForm from "./ai-agent-role-form.tsx";
+
+/**
+ * Admin section: list / add / edit / delete reusable agent roles. A role
+ * replaces the agent's persona (instructions) and may optionally override the
+ * model; the safety framework is always still applied. The add/edit form lives
+ * in `AiAgentRoleForm`, opened in a modal.
+ */
+export default function AiAgentRoles() {
+  const { t } = useTranslation();
+  const { isAdmin } = useUserRole();
+
+  const { data: roles, isLoading } = useAiRolesQuery(isAdmin);
+  const updateMutation = useUpdateAiRoleMutation();
+  const deleteMutation = useDeleteAiRoleMutation();
+
+  const [opened, { open, close }] = useDisclosure(false);
+  // The role being edited; undefined => the modal is in "create" mode.
+  const [editing, setEditing] = useState<IAiRole | undefined>(undefined);
+
+  if (!isAdmin) {
+    return (
+      <Text size="sm" c="dimmed">
+        {t("Only workspace admins can manage AI provider settings.")}
+      </Text>
+    );
+  }
+
+  function openCreate() {
+    setEditing(undefined);
+    open();
+  }
+
+  function openEdit(role: IAiRole) {
+    setEditing(role);
+    open();
+  }
+
+  function confirmDelete(role: IAiRole) {
+    modals.openConfirmModal({
+      title: t("Delete role"),
+      children: (
+        <Text size="sm">
+          {t("Are you sure you want to delete this role?")}
+        </Text>
+      ),
+      labels: { confirm: t("Delete"), cancel: t("Cancel") },
+      confirmProps: { color: "red" },
+      onConfirm: () => deleteMutation.mutate(role.id),
+    });
+  }
+
+  return (
+    <Paper withBorder radius="md" p="lg">
+      <Group justify="space-between" align="center" wrap="nowrap">
+        <Group gap="xs" align="center" wrap="nowrap">
+          <Box
+            w={9}
+            h={9}
+            bg="green.6"
+            style={{ borderRadius: "50%", flex: "none" }}
+          />
+          <Text fw={600}>{t("Agent roles")}</Text>
+        </Group>
+        <Button
+          leftSection={<IconPlus size={16} />}
+          variant="default"
+          size="xs"
+          onClick={openCreate}
+        >
+          {t("Add role")}
+        </Button>
+      </Group>
+      <Text size="xs" c="dimmed" mt={4}>
+        {t(
+          "Reusable presets that shape the agent's behavior (and optionally its model). Picked when starting a new chat.",
+        )}
+      </Text>
+
+      {!isLoading && (!roles || roles.length === 0) && (
+        <Text size="sm" c="dimmed" mt="sm">
+          {t("No roles configured")}
+        </Text>
+      )}
+
+      <Stack gap="xs" mt="sm">
+        {roles?.map((role) => (
+          <Group key={role.id} justify="space-between" wrap="nowrap">
+            <Stack gap={2} style={{ minWidth: 0 }}>
+              <Group gap="xs">
+                <Text fw={500} truncate>
+                  {role.emoji ? `${role.emoji} ` : ""}
+                  {role.name}
+                </Text>
+                {role.modelConfig?.chatModel && (
+                  <Badge size="xs" variant="light">
+                    {role.modelConfig.chatModel}
+                  </Badge>
+                )}
+              </Group>
+              {role.description && (
+                <Text size="xs" c="dimmed" truncate>
+                  {role.description}
+                </Text>
+              )}
+            </Stack>
+
+            <Group gap="xs" wrap="nowrap">
+              <Switch
+                size="sm"
+                checked={role.enabled}
+                aria-label={t("Enabled")}
+                onChange={(event) =>
+                  updateMutation.mutate({
+                    id: role.id,
+                    enabled: event.currentTarget.checked,
+                  })
+                }
+              />
+              <ActionIcon
+                variant="subtle"
+                aria-label={t("Edit")}
+                onClick={() => openEdit(role)}
+              >
+                <IconPencil size={16} />
+              </ActionIcon>
+              <ActionIcon
+                variant="subtle"
+                color="red"
+                aria-label={t("Delete")}
+                onClick={() => confirmDelete(role)}
+              >
+                <IconTrash size={16} />
+              </ActionIcon>
+            </Group>
+          </Group>
+        ))}
+      </Stack>
+
+      <Modal
+        opened={opened}
+        onClose={close}
+        title={editing ? t("Edit role") : t("Add role")}
+        size="lg"
+      >
+        {/* Remount the form per target so its internal state re-hydrates. */}
+        <AiAgentRoleForm key={editing?.id ?? "new"} role={editing} onClose={close} />
+      </Modal>
+    </Paper>
+  );
+}

apps/client/src/features/workspace/components/settings/components/ai-mcp-server-form.tsx

@@ -47,6 +47,21 @@ interface AiMcpServerFormProps {
   onClose: () => void;
 }
 
+// Build the form's field values from a (possibly undefined) server. Used both
+// for the initial mount and for re-hydration when the modal is reused for a
+// different server, so the two stay in sync. authHeader is always empty: it is
+// a write-only secret buffer never echoed back from the server.
+function buildInitialValues(server?: IAiMcpServer): FormValues {
+  return {
+    name: server?.name ?? "",
+    transport: server?.transport ?? "http",
+    url: server?.url ?? "",
+    authHeader: "",
+    toolAllowlist: server?.toolAllowlist ?? [],
+    enabled: server?.enabled ?? true,
+  };
+}
+
 // Tavily preset (§8.10): the API key goes in the Authorization HEADER, not the URL.
 const TAVILY_PRESET = {
   name: "Tavily",
@@ -72,26 +87,12 @@ export default function AiMcpServerForm({
 
   const form = useForm<FormValues>({
     validate: zod4Resolver(formSchema),
-    initialValues: {
-      name: server?.name ?? "",
-      transport: server?.transport ?? "http",
-      url: server?.url ?? "",
-      authHeader: "",
-      toolAllowlist: server?.toolAllowlist ?? [],
-      enabled: server?.enabled ?? true,
-    },
+    initialValues: buildInitialValues(server),
   });
 
   // Re-hydrate when the target server changes (e.g. reusing the modal).
   useEffect(() => {
-    form.setValues({
-      name: server?.name ?? "",
-      transport: server?.transport ?? "http",
-      url: server?.url ?? "",
-      authHeader: "",
-      toolAllowlist: server?.toolAllowlist ?? [],
-      enabled: server?.enabled ?? true,
-    });
+    form.setValues(buildInitialValues(server));
     form.resetDirty();
     setHasHeaders(server?.hasHeaders ?? false);
     setHeadersCleared(false);

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

@@ -0,0 +1,73 @@
+import { describe, it, expect } from 'vitest';
+import {
+  resolveCardStatus,
+  isEndpointConfigured,
+  resolveKeyField,
+} from './ai-provider-settings';
+
+describe('resolveCardStatus', () => {
+  it('returns "off" when not configured and not enabled', () => {
+    expect(resolveCardStatus(false, false)).toBe('off');
+  });
+
+  it('returns "warning" when enabled but not configured (misconfig, not silent "off")', () => {
+    expect(resolveCardStatus(false, true)).toBe('warning');
+  });
+
+  it('returns "configured" when configured but disabled', () => {
+    expect(resolveCardStatus(true, false)).toBe('configured');
+  });
+
+  it('returns "ready" when configured and enabled', () => {
+    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

@@ -1,7 +1,7 @@
 import { useEffect, useState } from "react";
 import { z } from "zod/v4";
 import {
-  Anchor,
+  ActionIcon,
   Badge,
   Box,
   Button,
@@ -15,12 +15,13 @@ import {
   Text,
   Textarea,
   TextInput,
+  Tooltip,
   useMantineTheme,
 } from "@mantine/core";
 import { useForm } from "@mantine/form";
 import { useDisclosure } from "@mantine/hooks";
 import { zod4Resolver } from "mantine-form-zod-resolver";
-import { IconPencil } from "@tabler/icons-react";
+import { IconPencil, IconX } from "@tabler/icons-react";
 import { useAtom } from "jotai";
 import { notifications } from "@mantine/notifications";
 import { useTranslation } from "react-i18next";
@@ -37,6 +38,8 @@ import {
   IAiSettingsUpdate,
   SttApiStyle,
 } from "@/features/workspace/services/ai-settings-service.ts";
+import { useAiRolesQuery } from "@/features/ai-chat/queries/ai-chat-query.ts";
+import { IAiRole } from "@/features/ai-chat/types/ai-chat.types.ts";
 import AiMcpServers from "./ai-mcp-servers.tsx";
 
 // No driver field: every endpoint is OpenAI-compatible, so the form carries only
@@ -44,6 +47,11 @@ import AiMcpServers from "./ai-mcp-servers.tsx";
 // (empty means "leave unchanged" unless explicitly cleared).
 const formSchema = z.object({
   chatModel: z.string(),
+  // Cheap model id for the anonymous public-share assistant; empty = use chatModel.
+  publicShareChatModel: z.string(),
+  // Agent-role id whose persona the public-share assistant adopts; empty =
+  // built-in locked persona.
+  publicShareAssistantRoleId: z.string(),
   embeddingModel: z.string(),
   baseUrl: z.string(),
   // Embedding-specific base URL. Empty means "use the chat base URL".
@@ -60,8 +68,15 @@ const formSchema = z.object({
 
 type FormValues = z.infer<typeof formSchema>;
 
-// Status of an endpoint card, drives the little status dot color.
-type CardStatus = "ok" | "error" | "idle";
+// Four-state endpoint health shown by the header dot. Derived synchronously
+// from the form values + feature toggle — never from a network probe (the
+// "Test endpoint" button still surfaces the live probe result as text).
+//   "ready"     (green)  — required fields filled AND the feature is ON
+//   "configured"(yellow) — required fields filled but the feature is OFF
+//   "off"       (gray)   — required fields missing (nothing to enable)
+//   "warning"   (orange) — feature is ON but required fields are missing
+//                          (a real misconfiguration: it won't work as-is)
+type CardStatus = "ready" | "configured" | "off" | "warning";
 
 // Resolve a "Base URL + path" hint defensively: trim a single trailing slash
 // off the base, then append the path. Empty base falls back to `fallback`
@@ -71,21 +86,80 @@ function resolveUrl(base: string, path: string, fallback = ""): string {
   return `${trimmed}${path}`;
 }
 
-// Small colored dot used in each card header.
-function StatusDot({ status }: { status: CardStatus }) {
+// Pure + unit-testable. `configured` = the endpoint has the fields it needs
+// to work; `enabled` = the workspace feature toggle for this endpoint is ON.
+// The "enabled && !configured" case is surfaced as "warning" instead of "off"
+// so a misconfiguration (feature on, endpoint not filled) is not hidden.
+export function resolveCardStatus(
+  configured: boolean,
+  enabled: boolean,
+): CardStatus {
+  if (configured) return enabled ? "ready" : "configured";
+  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 {
+  switch (status) {
+    case "ready":
+      return t("Configured and enabled");
+    case "configured":
+      return t("Configured but disabled");
+    case "warning":
+      return t("Enabled but not configured");
+    default:
+      return t("Not configured");
+  }
+}
+
+// Small colored dot used in each card header, with a tooltip label so the
+// state is readable without relying on color alone (colorblind access).
+function StatusDot({ status, label }: { status: CardStatus; label: string }) {
   const theme = useMantineTheme();
   const color =
-    status === "ok"
+    status === "ready"
       ? theme.colors.green[6]
-      : status === "error"
-        ? theme.colors.red[6]
-        : theme.colors.gray[5];
+      : status === "configured"
+        ? theme.colors.yellow[6]
+        : status === "warning"
+          ? theme.colors.orange[6]
+          : theme.colors.gray[5];
   return (
-    <Box
-      w={9}
-      h={9}
-      style={{ borderRadius: "50%", background: color, flex: "none" }}
-    />
+    <Tooltip label={label} position="top" withArrow>
+      <Box
+        w={9}
+        h={9}
+        style={{ borderRadius: "50%", background: color, flex: "none" }}
+      />
+    </Tooltip>
   );
 }
 
@@ -103,6 +177,10 @@ export default function AiProviderSettings() {
   const embedTest = useTestAiConnectionMutation();
   const sttTest = useTestAiConnectionMutation();
 
+  // Agent roles drive the public-share assistant identity picker. Admin-gated
+  // (the component returns early for non-admins), same as the AI settings query.
+  const { data: roles } = useAiRolesQuery(isAdmin);
+
   // Workspace-level feature toggles live in the card headers.
   const [workspace, setWorkspace] = useAtom(workspaceAtom);
   const [chatEnabled, setChatEnabled] = useState<boolean>(
@@ -114,9 +192,17 @@ export default function AiProviderSettings() {
   const [dictationEnabled, setDictationEnabled] = useState<boolean>(
     workspace?.settings?.ai?.dictation ?? false,
   );
+  const [publicShareAssistantEnabled, setPublicShareAssistantEnabled] =
+    useState<boolean>(
+      workspace?.settings?.ai?.publicShareAssistant ?? false,
+    );
   const [chatToggleLoading, setChatToggleLoading] = useState(false);
   const [searchToggleLoading, setSearchToggleLoading] = useState(false);
   const [dictationToggleLoading, setDictationToggleLoading] = useState(false);
+  const [
+    publicShareAssistantToggleLoading,
+    setPublicShareAssistantToggleLoading,
+  ] = useState(false);
 
   // Whether a key is currently stored server-side (drives the placeholder).
   const [hasApiKey, setHasApiKey] = useState(false);
@@ -136,6 +222,8 @@ export default function AiProviderSettings() {
     validate: zod4Resolver(formSchema),
     initialValues: {
       chatModel: "",
+      publicShareChatModel: "",
+      publicShareAssistantRoleId: "",
       embeddingModel: "",
       baseUrl: "",
       embeddingBaseUrl: "",
@@ -155,6 +243,8 @@ export default function AiProviderSettings() {
     if (!settings) return;
     form.setValues({
       chatModel: settings.chatModel ?? "",
+      publicShareChatModel: settings.publicShareChatModel ?? "",
+      publicShareAssistantRoleId: settings.publicShareAssistantRoleId ?? "",
       embeddingModel: settings.embeddingModel ?? "",
       baseUrl: settings.baseUrl ?? "",
       embeddingBaseUrl: settings.embeddingBaseUrl ?? "",
@@ -181,6 +271,12 @@ export default function AiProviderSettings() {
       // Everything is OpenAI-compatible.
       driver: "openai",
       chatModel: values.chatModel,
+      // Cheap model id for the anonymous public-share assistant; empty falls
+      // back to chatModel server-side.
+      publicShareChatModel: values.publicShareChatModel,
+      // Agent-role id whose persona the public-share assistant adopts; empty =
+      // built-in locked persona server-side.
+      publicShareAssistantRoleId: values.publicShareAssistantRoleId,
       embeddingModel: values.embeddingModel,
       // The embedding base URL is optional; empty falls back to the chat base
       // URL server-side.
@@ -194,29 +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;
   }
@@ -344,6 +434,37 @@ export default function AiProviderSettings() {
     }
   }
 
+  // Optimistic toggle for the anonymous public-share AI assistant
+  // (settings.ai.publicShareAssistant). When off, the public endpoint 404s.
+  async function handleTogglePublicShareAssistant(value: boolean) {
+    setPublicShareAssistantToggleLoading(true);
+    const previous = publicShareAssistantEnabled;
+    setPublicShareAssistantEnabled(value);
+    try {
+      const updated = await updateWorkspace({
+        aiPublicShareAssistant: value,
+      });
+      setWorkspace({
+        ...updated,
+        settings: {
+          ...updated.settings,
+          ai: { ...updated.settings?.ai, publicShareAssistant: value },
+        },
+      });
+      notifications.show({ message: t("Updated successfully") });
+    } catch (err) {
+      setPublicShareAssistantEnabled(previous);
+      const message = (err as { response?: { data?: { message?: string } } })
+        ?.response?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    } finally {
+      setPublicShareAssistantToggleLoading(false);
+    }
+  }
+
   // Admins only — match the previous behavior.
   if (!isAdmin) {
     return (
@@ -353,21 +474,23 @@ export default function AiProviderSettings() {
     );
   }
 
-  const chatStatus: CardStatus = chatTest.data
-    ? chatTest.data.ok
-      ? "ok"
-      : "error"
-    : "idle";
-  const embedStatus: CardStatus = embedTest.data
-    ? embedTest.data.ok
-      ? "ok"
-      : "error"
-    : "idle";
-  const sttStatus: CardStatus = sttTest.data
-    ? sttTest.data.ok
-      ? "ok"
-      : "error"
-    : "idle";
+  // Per-endpoint "configured" predicate, derived from the LIVE form values
+  // (the dot reacts as the admin types). A key is NOT required — local
+  // servers (Ollama, speaches) work without one. Embeddings and Voice
+  // inherit the chat base URL when their own is empty (see resolveUrl).
+  const v = form.values;
+  const chatBase = v.baseUrl.trim();
+  const chatConfigured = v.chatModel.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);
+  const sttStatus = resolveCardStatus(sttConfigured, dictationEnabled);
 
   const chatResolved = resolveUrl(form.values.baseUrl, "/chat/completions");
   const embedResolved = resolveUrl(
@@ -383,6 +506,34 @@ export default function AiProviderSettings() {
 
   const monoFont = "ui-monospace, Menlo, monospace";
 
+  // Public-share assistant identity options: a leading "built-in persona" entry
+  // (empty value, the server default) plus every enabled agent role. If the saved
+  // role was since disabled it is filtered out of the enabled list, so surface it
+  // explicitly (labeled "disabled") instead of letting the Select render a blank
+  // field for a still-stored id.
+  const selectedRoleId = form.values.publicShareAssistantRoleId;
+  const enabledRoles = (roles ?? []).filter((r: IAiRole) => r.enabled);
+  const selectedDisabledRole =
+    selectedRoleId.length > 0 &&
+    !enabledRoles.some((r: IAiRole) => r.id === selectedRoleId)
+      ? (roles ?? []).find((r: IAiRole) => r.id === selectedRoleId)
+      : undefined;
+  const roleOptions = [
+    { value: "", label: t("Built-in assistant persona") },
+    ...enabledRoles.map((r: IAiRole) => ({
+      value: r.id,
+      label: r.emoji ? `${r.emoji} ${r.name}` : r.name,
+    })),
+    ...(selectedDisabledRole
+      ? [
+          {
+            value: selectedDisabledRole.id,
+            label: `${selectedDisabledRole.emoji ? `${selectedDisabledRole.emoji} ` : ""}${selectedDisabledRole.name} (${t("disabled")})`,
+          },
+        ]
+      : []),
+  ];
+
   return (
     <Stack mt="sm">
       {/* Section header */}
@@ -404,7 +555,7 @@ export default function AiProviderSettings() {
       <Paper withBorder radius="md" p="lg">
         <Group justify="space-between" align="center" wrap="nowrap">
           <Group gap="xs" align="center" wrap="nowrap">
-            <StatusDot status={chatStatus} />
+            <StatusDot status={chatStatus} label={cardStatusLabel(chatStatus, t)} />
             <Text fw={600}>{t("Chat / LLM")}</Text>
             <Badge size="sm" variant="light" color="gray">
               {t("root")}
@@ -430,19 +581,34 @@ export default function AiProviderSettings() {
             disabled={isLoading}
             {...form.getInputProps("chatModel")}
           />
-          <Stack gap={4}>
-            <PasswordInput
-              label={t("API key")}
-              placeholder={hasApiKey ? t("•••• set") : ""}
-              autoComplete="off"
-              {...form.getInputProps("apiKey")}
-            />
-            {hasApiKey && (
-              <Anchor component="button" type="button" c="red" size="xs" onClick={handleClearKey}>
-                {t("Clear")}
-              </Anchor>
-            )}
-          </Stack>
+          {/* The key field is write-only: the stored key never loads back, so the
+              built-in visibility toggle reveals nothing. Replace it with a Clear
+              action in the right section. Passing rightSection suppresses the eye
+              (Mantine). While typing a new key (buffer non-empty) fall back to
+              the default eye so the user can verify what they typed. */}
+          <PasswordInput
+            label={t("API key")}
+            placeholder={hasApiKey ? t("•••• set") : ""}
+            autoComplete="off"
+            rightSection={
+              hasApiKey && form.values.apiKey.length === 0 ? (
+                <Tooltip label={t("Clear")} position="top" withArrow>
+                  <ActionIcon
+                    variant="subtle"
+                    color="red"
+                    size="sm"
+                    aria-label={t("Clear")}
+                    type="button"
+                    onClick={handleClearKey}
+                  >
+                    <IconX size={16} />
+                  </ActionIcon>
+                </Tooltip>
+              ) : undefined
+            }
+            rightSectionPointerEvents="all"
+            {...form.getInputProps("apiKey")}
+          />
         </Group>
 
         <TextInput
@@ -455,6 +621,50 @@ export default function AiProviderSettings() {
           {t("Resolves to {{url}}", { url: chatResolved })}
         </Text>
 
+        {/* Anonymous public-share assistant: a single master toggle + an
+            optional cheaper model id. Reuses this card's driver/URL/key. */}
+        <Group justify="space-between" align="center" wrap="nowrap" mt="md">
+          <Text fw={600} size="sm">
+            {t("Public share assistant")}
+          </Text>
+          <Switch
+            label={t("Enabled")}
+            labelPosition="left"
+            checked={publicShareAssistantEnabled}
+            disabled={publicShareAssistantToggleLoading}
+            onChange={(e) =>
+              handleTogglePublicShareAssistant(e.currentTarget.checked)
+            }
+          />
+        </Group>
+        <Text size="xs" c="dimmed" mt={4} mb="xs">
+          {t(
+            "Let anonymous visitors of public shares ask an AI assistant scoped to that share's pages. You pay for the tokens.",
+          )}
+        </Text>
+        <TextInput
+          label={t("Public assistant model")}
+          placeholder={t("Defaults to the chat model")}
+          disabled={isLoading || !publicShareAssistantEnabled}
+          {...form.getInputProps("publicShareChatModel")}
+        />
+        <Text size="xs" c="dimmed" mt={4}>
+          {t(
+            "Optional cheaper model id for the public assistant. Empty uses the chat model above.",
+          )}
+        </Text>
+        <Select
+          mt="sm"
+          label={t("Assistant identity")}
+          description={t(
+            "Pick an agent role whose persona the public assistant adopts. The safety rules always still apply.",
+          )}
+          data={roleOptions}
+          allowDeselect={false}
+          disabled={isLoading || !publicShareAssistantEnabled}
+          {...form.getInputProps("publicShareAssistantRoleId")}
+        />
+
         <Group mt="md" align="center">
           <Button
             variant="default"
@@ -514,7 +724,7 @@ export default function AiProviderSettings() {
       <Paper withBorder radius="md" p="lg">
         <Group justify="space-between" align="center" wrap="nowrap">
           <Group gap="xs" align="center" wrap="nowrap">
-            <StatusDot status={embedStatus} />
+            <StatusDot status={embedStatus} label={cardStatusLabel(embedStatus, t)} />
             <Text fw={600}>{t("Embeddings")}</Text>
           </Group>
           <Switch
@@ -535,29 +745,38 @@ export default function AiProviderSettings() {
             disabled={isLoading}
             {...form.getInputProps("embeddingModel")}
           />
-          <Stack gap={4}>
-            <PasswordInput
-              label={t("Embedding API key")}
-              placeholder={
-                hasEmbeddingApiKey
-                  ? t("•••• set")
-                  : t("Leave empty to use the chat API key")
-              }
-              autoComplete="off"
-              {...form.getInputProps("embeddingApiKey")}
-            />
-            {hasEmbeddingApiKey && (
-              <Anchor
-                component="button"
-                type="button"
-                c="red"
-                size="xs"
-                onClick={handleClearEmbeddingKey}
-              >
-                {t("Clear")}
-              </Anchor>
-            )}
-          </Stack>
+          {/* The key field is write-only: the stored key never loads back, so the
+              built-in visibility toggle reveals nothing. Replace it with a Clear
+              action in the right section. Passing rightSection suppresses the eye
+              (Mantine). While typing a new key (buffer non-empty) fall back to
+              the default eye so the user can verify what they typed. */}
+          <PasswordInput
+            label={t("Embedding API key")}
+            placeholder={
+              hasEmbeddingApiKey
+                ? t("•••• set")
+                : t("Leave empty to use the chat API key")
+            }
+            autoComplete="off"
+            rightSection={
+              hasEmbeddingApiKey && form.values.embeddingApiKey.length === 0 ? (
+                <Tooltip label={t("Clear")} position="top" withArrow>
+                  <ActionIcon
+                    variant="subtle"
+                    color="red"
+                    size="sm"
+                    aria-label={t("Clear")}
+                    type="button"
+                    onClick={handleClearEmbeddingKey}
+                  >
+                    <IconX size={16} />
+                  </ActionIcon>
+                </Tooltip>
+              ) : undefined
+            }
+            rightSectionPointerEvents="all"
+            {...form.getInputProps("embeddingApiKey")}
+          />
         </Group>
 
         <TextInput
@@ -631,7 +850,7 @@ export default function AiProviderSettings() {
       <Paper withBorder radius="md" p="lg">
         <Group justify="space-between" align="center" wrap="nowrap">
           <Group gap="xs" align="center" wrap="nowrap">
-            <StatusDot status={sttStatus} />
+            <StatusDot status={sttStatus} label={cardStatusLabel(sttStatus, t)} />
             <Text fw={600}>{t("Voice / STT")}</Text>
           </Group>
           <Switch
@@ -654,29 +873,38 @@ export default function AiProviderSettings() {
             disabled={isLoading}
             {...form.getInputProps("sttModel")}
           />
-          <Stack gap={4}>
-            <PasswordInput
-              label={t("API key")}
-              placeholder={
-                hasSttApiKey
-                  ? t("•••• set")
-                  : t("Leave empty to use the chat API key")
-              }
-              autoComplete="off"
-              {...form.getInputProps("sttApiKey")}
-            />
-            {hasSttApiKey && (
-              <Anchor
-                component="button"
-                type="button"
-                c="red"
-                size="xs"
-                onClick={handleClearSttKey}
-              >
-                {t("Clear")}
-              </Anchor>
-            )}
-          </Stack>
+          {/* The key field is write-only: the stored key never loads back, so the
+              built-in visibility toggle reveals nothing. Replace it with a Clear
+              action in the right section. Passing rightSection suppresses the eye
+              (Mantine). While typing a new key (buffer non-empty) fall back to
+              the default eye so the user can verify what they typed. */}
+          <PasswordInput
+            label={t("API key")}
+            placeholder={
+              hasSttApiKey
+                ? t("•••• set")
+                : t("Leave empty to use the chat API key")
+            }
+            autoComplete="off"
+            rightSection={
+              hasSttApiKey && form.values.sttApiKey.length === 0 ? (
+                <Tooltip label={t("Clear")} position="top" withArrow>
+                  <ActionIcon
+                    variant="subtle"
+                    color="red"
+                    size="sm"
+                    aria-label={t("Clear")}
+                    type="button"
+                    onClick={handleClearSttKey}
+                  >
+                    <IconX size={16} />
+                  </ActionIcon>
+                </Tooltip>
+              ) : undefined
+            }
+            rightSectionPointerEvents="all"
+            {...form.getInputProps("sttApiKey")}
+          />
         </Group>
 
         <Select

apps/client/src/features/workspace/components/settings/components/html-embed-settings.tsx

@@ -0,0 +1,74 @@
+import { useState } from "react";
+import { useWorkspaceSetting } from "@/features/workspace/hooks/use-workspace-setting.ts";
+import { Switch, Stack, Paper, Group, Text, List } from "@mantine/core";
+import useUserRole from "@/hooks/use-user-role.tsx";
+import { useTranslation } from "react-i18next";
+
+/**
+ * Workspace master toggle that enables/disables the HTML embed block type.
+ *
+ * The block renders inside a SANDBOXED iframe (no same-origin access), so it
+ * cannot touch the viewer's session/cookies/API — it is a feature switch, not a
+ * security gate. When ON, ANY member can insert the block. OFF by default; for
+ * anonymous public-share reads the server serves already-stripped content when
+ * the toggle is OFF. The toggle itself is managed by workspace admins.
+ */
+export default function HtmlEmbedSettings() {
+  const { t } = useTranslation();
+  const { workspace, isLoading, save } = useWorkspaceSetting("htmlEmbed");
+  const { isAdmin } = useUserRole();
+
+  const [checked, setChecked] = useState<boolean>(
+    workspace?.settings?.htmlEmbed ?? false,
+  );
+
+  async function handleToggle(value: boolean) {
+    const previous = checked;
+    setChecked(value); // optimistic update
+    const ok = await save(value);
+    if (!ok) setChecked(previous); // revert on failure
+  }
+
+  return (
+    <Stack mt="sm">
+      <Group justify="space-between" align="center">
+        <Text fw={700} size="lg">
+          {t("HTML embed")}
+        </Text>
+        <Text size="xs" c="dimmed" tt="uppercase" fw={600}>
+          {t("advanced")}
+        </Text>
+      </Group>
+
+      <Paper withBorder radius="md" p="lg">
+        <Switch
+          label={t("Enable HTML embed")}
+          description={t(
+            "Allow members to insert raw HTML/CSS/JavaScript blocks. The block renders in a sandboxed frame and cannot access the viewer's session, cookies, or API. Off by default.",
+          )}
+          checked={checked}
+          disabled={!isAdmin || isLoading}
+          onChange={(event) => handleToggle(event.currentTarget.checked)}
+        />
+
+        <List size="xs" c="dimmed" mt="md" spacing={4}>
+          <List.Item>
+            {t(
+              "When enabled, any member can insert an HTML embed block. The toggle just enables or disables the block type workspace-wide.",
+            )}
+          </List.Item>
+          <List.Item>
+            {t(
+              "Embeds run inside a sandboxed iframe with a separate origin, so they cannot read or modify the page they are embedded in.",
+            )}
+          </List.Item>
+          <List.Item>
+            {t(
+              "Turning this off hides existing embeds (they render as a disabled placeholder) and stops serving them on public share pages.",
+            )}
+          </List.Item>
+        </List>
+      </Paper>
+    </Stack>
+  );
+}

apps/client/src/features/workspace/components/settings/components/tracker-settings.tsx

@@ -0,0 +1,76 @@
+import { useState } from "react";
+import { useWorkspaceSetting } from "@/features/workspace/hooks/use-workspace-setting.ts";
+import {
+  Button,
+  Group,
+  Paper,
+  Stack,
+  Text,
+  Textarea,
+} from "@mantine/core";
+import useUserRole from "@/hooks/use-user-role.tsx";
+import { useTranslation } from "react-i18next";
+
+/**
+ * Admin-only analytics/tracker snippet for public share pages.
+ *
+ * The value is injected VERBATIM into the <head> of PUBLIC SHARE pages only,
+ * in the page's own (same-origin) context. It is the deliberate same-origin
+ * surface for analytics snippets (Google Analytics, Yandex.Metrika, etc.).
+ * Admin only — the workspace settings write is admin-gated server-side, and the
+ * Save button is disabled for non-admins.
+ */
+export default function TrackerSettings() {
+  const { t } = useTranslation();
+  const { workspace, isLoading, save } = useWorkspaceSetting("trackerHead");
+  const { isAdmin } = useUserRole();
+
+  const [value, setValue] = useState<string>(
+    workspace?.settings?.trackerHead ?? "",
+  );
+
+  async function handleSave() {
+    await save(value);
+  }
+
+  return (
+    <Stack mt="sm">
+      <Group justify="space-between" align="center">
+        <Text fw={700} size="lg">
+          {t("Analytics / tracker")}
+        </Text>
+        <Text size="xs" c="dimmed" tt="uppercase" fw={600}>
+          {t("advanced")}
+        </Text>
+      </Group>
+
+      <Paper withBorder radius="md" p="lg">
+        <Text size="xs" c="dimmed" mb="xs">
+          {t(
+            "Injected verbatim into the <head> of PUBLIC SHARE pages only (same-origin). For analytics snippets (Google Analytics, Yandex.Metrika, etc.). Admin only.",
+          )}
+        </Text>
+        <Textarea
+          autosize
+          minRows={6}
+          maxRows={20}
+          aria-label={t("Analytics / tracker")}
+          value={value}
+          onChange={(e) => setValue(e.currentTarget.value)}
+          placeholder={t("<script>...</script>")}
+          styles={{ input: { fontFamily: "monospace" } }}
+          disabled={!isAdmin || isLoading}
+        />
+        <Group justify="flex-end" mt="md">
+          <Button
+            onClick={handleSave}
+            loading={isLoading}
+            disabled={!isAdmin}
+          >
+            {t("Save")}
+          </Button>
+        </Group>
+      </Paper>
+    </Stack>
+  );
+}