fix(#344 review F1-F4): test-mock coverage + getSpaces freshness + comment/test fixes

- F1 [blocking]: share-modal.test.tsx + comment-content-view.test.tsx mocked
  page-query without usePageMetaQuery → 3 tests threw (ShareModal uses it
  directly, comment-content-view via MentionContent). Added usePageMetaQuery to
  both mocks (the space-tree mocks were already fixed; these two were missed).
- F2: restored refetchOnMount:true on useGetSpacesQuery — ["spaces"] is
  invalidated only by same-tab mutations (no socket path), so a cross-actor
  change (an admin adding/removing THIS user from a space) left the list stale
  until a hard reload. The other refetchOnMount removals (favorites/watched —
  per-user, same-tab-only gap) stay removed.
- F3: corrected the trash-list + recent-changes KEEP comments — both keys ARE
  invalidated (trash-list by 3 mutations, recent-changes by page CRUD), but
  invalidateQueries only marks an UNMOUNTED query stale without refetching, so the
  mount refetch closes the gap. The old "never invalidated" wording was wrong and
  risked a maintainer deleting a live invalidation as dead code.
- F4: tests for the two load-bearing pure paths — invalidate-on-update-page (the
  undefined-guard: a title-only event keeps the icon; sibling/unrelated subtrees
  untouched) and breadcrumb-path-equal (equal chain → true; any id/slugId/name/
  icon change or length diff → false; both-null → true). Exported
  breadcrumbPathEqual for the test.

Gate: client tsc 0; the 4 affected/new test files 33 passed.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

.env.example

@@ -209,6 +209,20 @@ MCP_DOCMOST_PASSWORD=
 # active" behavior.
 # AI_CHAT_DEFERRED_TOOLS=true
 
+# --- Autonomous / detached agent runs (settings.ai.autonomousRuns) ---
+# Opt-in per workspace (AI settings; off by default). When on, a chat turn becomes
+# a server-side RUN that survives a browser disconnect — only an explicit Stop ends
+# it, and a client reconnects/live-follows the run.
+#
+# DEPLOY CONSTRAINT — SINGLE-INSTANCE ONLY in phase 1: Stop and the in-process
+# AbortController that backs it are process-local, so a Stop only aborts a run
+# executing on the SAME replica that owns it (cross-instance pub/sub stop is phase
+# 2 and not yet reliable). Do NOT enable autonomousRuns on a horizontally-scaled
+# deployment (multiple replicas behind a load balancer, or Docmost cloud
+# CLOUD=true) — run a single instance instead. The server logs a startup WARNING
+# when it detects a multi-instance deployment (CLOUD=true) so the constraint is
+# visible, and a startup sweep settles any run left dangling by a restart.
+
 # --- 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
@@ -242,3 +256,27 @@ MCP_DOCMOST_PASSWORD=
 # FAILS CLOSED if Redis is unavailable (default: 1,000,000 tokens per workspace
 # per rolling day).
 # SHARE_AI_WORKSPACE_TOKEN_BUDGET_PER_DAY=1000000
+
+# --- Observability / perf metrics (#355) ---
+#
+# Two INDEPENDENT toggles, both OFF by default:
+#
+# 1) METRICS_PORT — the server-side Prometheus scrape endpoint.
+#    UNSET (default) => the whole prom subsystem is OFF: no registry, no
+#    collectors, and NOTHING is exposed on the main app port. There is NO
+#    default port — leaving it blank disables it. When set to a port (e.g.
+#    9464), a SEPARATE bare node:http listener serves GET /metrics on that port
+#    only (never on the main :3000 app listener), for a scraper such as
+#    VictoriaMetrics/Prometheus reaching it as <host>:<port>/metrics.
+# METRICS_PORT=9464
+#
+# 2) CLIENT_TELEMETRY_ENABLED — the public client perf-telemetry sink.
+#    OFF by default. When true, the unauthenticated POST /api/telemetry/vitals
+#    endpoint is registered and browsers collect + send web-vitals / editor
+#    metrics into the `client_metrics` table (read directly by Grafana, separate
+#    from METRICS_PORT). Leave OFF unless you actually consume this data: the
+#    endpoint is public and the table has NO app-side retention, so enabling it
+#    requires an EXTERNAL pruner to bound `client_metrics` growth (the deployed
+#    infra prunes rows >90d via a maintenance container). When off, the endpoint
+#    does not exist and the client installs no observers.
+# CLIENT_TELEMETRY_ENABLED=false

.github/workflows/develop.yml

@@ -18,12 +18,48 @@ env:
   IMAGE: ghcr.io/vvzvlad/gitmost
 
 jobs:
-  # Run the reusable test suite first so a failing test blocks the image build.
+  # Run the reusable test suite. Together with the e2e jobs below it gates the
+  # publish job (the image push), not the build itself — build runs in parallel.
   test:
     uses: ./.github/workflows/test.yml
 
+  # Runs in parallel with the test/e2e jobs and only warms the buildx cache
+  # (GHA cache, scope develop-amd64). No push happens here — the publish job
+  # below is the only one that pushes the image.
   build:
-    needs: test
+    runs-on: ubuntu-latest
+    timeout-minutes: 30
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Resolve version
+        id: version
+        run: echo "value=$(git describe --tags --always)" >> "$GITHUB_OUTPUT"
+
+      - name: Build develop image (warm cache, no push)
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          platforms: linux/amd64
+          build-args: |
+            APP_VERSION=${{ steps.version.outputs.value }}
+            AI_AGENT_ROLES_CATALOG_URL=https://raw.githubusercontent.com/vvzvlad/gitmost/develop/agent-roles-catalog
+          push: false
+          cache-from: type=gha,scope=develop-amd64
+          cache-to: type=gha,scope=develop-amd64,mode=max,ignore-error=true
+
+  # The gate: rebuilds from the cache the build job just wrote (near-instant on
+  # a cache hit; worst case — cache eviction — a full rebuild, which matches the
+  # old sequential timing) and pushes :develop only when unit tests AND both
+  # e2e suites AND the build are green.
+  publish:
+    needs: [test, e2e-server, e2e-mcp, build]
     runs-on: ubuntu-latest
     timeout-minutes: 30
     steps:
@@ -57,13 +93,10 @@ jobs:
           push: true
           tags: ${{ env.IMAGE }}:develop
           cache-from: type=gha,scope=develop-amd64
-          cache-to: type=gha,scope=develop-amd64,mode=max,ignore-error=true
 
-  # e2e jobs run on every develop push but DO NOT gate the build/publish above:
-  # `build` stays `needs: test` only, so the :develop image still ships even if
-  # e2e fails. A failing e2e job turns the run red and triggers GitHub's email
-  # to the pusher — that red run + email is the intended notification, not a
-  # deploy block.
+  # e2e jobs gate the publish (image push), not the build: the :develop image
+  # is pushed only when unit tests AND both e2e suites pass (publish.needs
+  # lists them all).
   e2e-server:
     runs-on: ubuntu-latest
     # Hard cap: the full-AppModule e2e leaks open handles and hung jest to the 6h max.
@@ -118,15 +151,19 @@ jobs:
       - name: Build editor-ext
         run: pnpm --filter @docmost/editor-ext build
 
+      # @docmost/prosemirror-markdown is an ESM workspace package the server
+      # imports at runtime; its build/ is gitignored and test:e2e has no pretest
+      # hook, so build it before the e2e run (mirrors the test.yml job).
+      - name: Build prosemirror-markdown
+        run: pnpm --filter @docmost/prosemirror-markdown build
+
       - name: Run migrations
         run: pnpm --filter ./apps/server migration:latest
 
       - name: Run server e2e
         run: pnpm --filter ./apps/server test:e2e
 
-  # Same rationale as e2e-server: this job is intentionally NOT in
-  # `build.needs`. Deploy of the :develop image must not be blocked by e2e;
-  # a red run plus GitHub's email to the pusher is the notification mechanism.
+  # Gates the publish too — see the comment above e2e-server.
   e2e-mcp:
     runs-on: ubuntu-latest
     timeout-minutes: 20

.github/workflows/test.yml

@@ -13,6 +13,49 @@ permissions:
   contents: read
 
 jobs:
+  # Guard against a long-lived branch adding a migration whose timestamped
+  # filename sorts BEFORE migrations already applied on the target branch (and
+  # thus in prod). The Kysely startup migrator rejects that as "corrupted
+  # migrations" and crash-loops the app on boot (incident #361). This gate fails
+  # the PR so the migration is renamed to a current timestamp before merge. Only
+  # runs for pull_request events (needs a base branch to diff against).
+  migration-order:
+    if: github.event_name == 'pull_request'
+    runs-on: ubuntu-latest
+    timeout-minutes: 5
+    steps:
+      - name: Checkout (full history for the base-branch diff)
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+      - name: Added migrations must sort after the newest on the base branch
+        env:
+          TARGET_BRANCH: ${{ github.base_ref }}
+        run: |
+          set -euo pipefail
+          MIG_DIR="apps/server/src/database/migrations"
+          # checkout above already did fetch-depth:0 (full history). Fetch the base
+          # WITHOUT --depth (a shallow graft would truncate the base history and
+          # break the merge-base when the base has moved ahead of the PR merge —
+          # exactly the long-branch-vs-moving-base case this gate guards, #361).
+          git fetch --no-tags origin "$TARGET_BRANCH"
+          newest_on_target=$(git ls-tree -r --name-only "origin/${TARGET_BRANCH}" "$MIG_DIR" | sort | tail -1)
+          # NO `|| true`: a diff failure (e.g. an unresolved merge-base) must fail
+          # the job CLOSED — a gate whose job is to BLOCK must never pass on error.
+          # `set -e` above already aborts on a non-zero diff exit.
+          added=$(git diff --diff-filter=A --name-only "origin/${TARGET_BRANCH}...HEAD" -- "$MIG_DIR")
+          bad=0
+          for f in $added; do
+            if [[ "$f" < "$newest_on_target" || "$f" == "$newest_on_target" ]]; then
+              echo "::error::Migration $f sorts at or before the newest on ${TARGET_BRANCH} ($newest_on_target) — rename it with a CURRENT timestamp before merge (do not change its contents). See incident #361."
+              bad=1
+            fi
+          done
+          if [ "$bad" -eq 0 ]; then
+            echo "Migration order OK (added migrations all sort after $newest_on_target)."
+          fi
+          exit $bad
+
   test:
     runs-on: ubuntu-latest
     timeout-minutes: 20

AGENTS.md

@@ -201,7 +201,7 @@ pnpm workspace (`pnpm@10.4.0`) orchestrated by **Nx**. Four workspace packages:
 | `apps/client` | `client` | React 18 + Vite + Mantine 8 + TanStack Query + Jotai | SPA frontend |
 | `packages/editor-ext` | `@docmost/editor-ext` | Tiptap/ProseMirror | Shared Tiptap node/mark extensions, imported by both the client and the server |
 | `packages/mcp` | `@docmost/mcp` | MCP SDK, Tiptap, Yjs | Standalone MCP server, also bundled into the server at `/mcp`. Consumes the shared converter/schema from `@docmost/prosemirror-markdown` (#293) — it no longer carries its own vendored converter/schema copy |
-| `packages/prosemirror-markdown` | `@docmost/prosemirror-markdown` | Tiptap, marked, jsdom | The single, canonical ProseMirror↔Markdown converter + Docmost schema mirror (#293). Consumed by `mcp` and `git-sync`; there is exactly ONE copy of the converter now |
+| `packages/prosemirror-markdown` | `@docmost/prosemirror-markdown` | Tiptap, marked, jsdom | The single, canonical ProseMirror↔Markdown converter + Docmost schema mirror (#293). Consumed by `mcp`, `git-sync`, AND `apps/server` (server-side markdown import/export, #345); there is exactly ONE copy of the converter now |
 
 `build` targets are Nx-cached and dependency-ordered (`dependsOn: ["^build"]`), so `editor-ext` builds before the apps. `nx.json` sets `affected.defaultBase: main`.
 
@@ -214,6 +214,12 @@ Run from the repo root unless noted. The dev workflow needs **Postgres (with the
 > server, `APP_SECRET` mismatch between processes, a stale `editor-ext` white-
 > screening the client, LAN exposure. See **[docs/dev-stand.md](docs/dev-stand.md)**
 > for the step-by-step and the traps.
+>
+> **Testing the app against a stand** (browser E2E + out-of-band verification) has
+> its own non-obvious traps — the page has two ProseMirror editors (only the body is
+> collab-bound), a ~10s store debounce, and API-seeding the thing under test is a
+> silent no-test. See **[docs/how-to-test.md](docs/how-to-test.md)** before writing
+> UI tests.
 
 ```bash
 pnpm install                 # install all workspaces (uses pnpm patches; see package.json `pnpm.patchedDependencies`)
@@ -250,7 +256,10 @@ pnpm --filter server migration:codegen                   # regenerate src/databa
 ```
 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.
+**Migration ordering — always check when merging branches/features.** Kysely runs migrations in **alphabetical (= timestamp) order**. A *new* migration that sorts **before** one already applied to the DB is a "back-dated" migration, which branches developed in parallel routinely produce: a feature branch adds `…T130000-…`, `develop` meanwhile ships and deploys `…T150000-…`, and after the merge the older-timestamped file has been skipped. Two layers guard this (both added for incident #361, where a back-dated migration crash-looped prod for ~11 min):
+
+- **CI gate (primary):** the `migration-order` job in `.github/workflows/test.yml` fails a PR whose added migration sorts at/before the newest on the base branch. **So the fix is to rename your migration to a timestamp after the latest one already in the target** (`/bin/ls -1 apps/server/src/database/migrations | sort | tail`; content unchanged — the filename is the ordering key), then rebuild so the compiled `dist/database/migrations/` picks up the new name.
+- **Runtime safety net:** both Migrators (`migration.service.ts` startup auto-migrate + `migrate.ts` CLI) set `allowUnorderedMigrations: true`, so the app does **not** refuse to start on an out-of-order migration — it applies the skipped older one instead of crash-looping. Kysely's `#ensureNoMissingMigrations` guard is still on (a *removed* applied migration is still an error). Because apply order can then differ from lexicographic across instances, migrations must stay **independent** (each creates its own objects) — the CI gate remains the primary line; this net only covers a gate bypass (manual push / hotfix branch).
 
 ## Architecture — the big picture
 
@@ -279,11 +288,12 @@ The API server is a Fastify app with a global `/api` prefix (`main.ts` excludes
    - `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.
    - `core/ai-chat/external-mcp/` — admins can attach external MCP servers (e.g. Tavily) to give the agent web access. **`ssrf-guard.ts` validates outbound MCP URLs against SSRF** — keep that guard in the path when touching external-MCP connection logic.
+   - `core/ai-chat/ai-chat-run.service.ts` + `ai_chat_runs` — **detached/autonomous agent runs** (`#184`), behind the per-workspace `settings.ai.autonomousRuns` flag (off by default). When on, a turn becomes a server-side RUN that survives a browser disconnect; only an explicit `POST /ai-chat/stop` ends it, and a client reconnects/live-follows via `POST /ai-chat/run`. **DEPLOY CONSTRAINT — single-instance only in phase 1:** Stop and the AbortController that backs it are process-local, so a Stop only aborts a run executing on the **same** replica that owns it (cross-instance pub/sub stop is phase 2). Do **not** enable `autonomousRuns` on a horizontally-scaled deployment (multiple replicas behind a load balancer, or Docmost cloud `CLOUD=true`) — run a single instance instead. The server logs a startup WARNING when it detects a multi-instance deployment (`CLOUD=true`) so the constraint is visible. The startup sweep settles any run left dangling by a restart.
 
 ### Client structure
 Vite SPA. Code is organized by feature under `apps/client/src/features/*` (mirrors the server domains: `page`, `space`, `comment`, `ai-chat`, `editor`, …). Conventions:
 - **TanStack Query** for server state (one `queries/` file per feature), **Jotai** atoms for local/shared UI state, **Mantine 8** + CSS modules (`*.module.css`) + `postcss-preset-mantine` for UI.
-- The editor is Tiptap; shared node/mark extensions live in `packages/editor-ext` and are imported by **both the client and the server** (collaboration, import/export) — editor schema changes often need to be made in `editor-ext`, not just the client. The ProseMirror↔Markdown converter and its Docmost schema mirror now live in a SINGLE package, `@docmost/prosemirror-markdown` (#293), consumed by both `mcp` and `git-sync` — do NOT reintroduce a per-package copy. `editor-ext` is the upstream source of the Tiptap schema; the package's `docmost-schema.ts` mirrors it and a serializer-contract test (`packages/prosemirror-markdown/test/serializer-contract.test.ts`) guards the boundary (every schema node must have a converter case), so a drift surfaces as a failing test rather than silent divergence.
+- The editor is Tiptap; shared node/mark extensions live in `packages/editor-ext` and are imported by **both the client and the server** (collaboration, schema, `canonicalizeFootnotes`) — editor schema changes often need to be made in `editor-ext`, not just the client. Server-side markdown import/export no longer lives in `editor-ext`: it goes through the canonical converter (#345, see below). The ProseMirror↔Markdown converter and its Docmost schema mirror now live in a SINGLE package, `@docmost/prosemirror-markdown` (#293), consumed by `mcp`, `git-sync`, and `apps/server` (#345) — do NOT reintroduce a per-package copy. `editor-ext` is the upstream source of the Tiptap schema; the package's `docmost-schema.ts` mirrors it and a serializer-contract test (`packages/prosemirror-markdown/test/serializer-contract.test.ts`) guards the boundary (every schema node must have a converter case), so a drift surfaces as a failing test rather than silent divergence.
 - API access goes through `apps/client/src/lib/api-client.ts` (axios). The `@` alias maps to `apps/client/src`.
 - Runtime config is injected at build time by `vite.config.ts` via `define` (`APP_URL`, `COLLAB_URL`, `APP_VERSION`, …) — these come from the root `.env`, not from `import.meta.env`.
 
@@ -293,7 +303,7 @@ Vite SPA. Code is organized by feature under `apps/client/src/features/*` (mirro
 - **Errors must never be swallowed or shown as generic messages.** Every caught error MUST (1) be logged in full to the console/logger — error name, message, stack, `cause`, and (for HTTP/provider failures) the status code and response body — and (2) be surfaced to the user with a *specific, human-readable explanation of what actually went wrong*, never a bare generic string like "Something went wrong" / "Could not start recording" / "Transcription failed". Include the real reason (the underlying error/provider message) in the user-facing text. On the server, wrap third-party/provider failures with `describeProviderError` (or equivalent) and rethrow as a meaningful HTTP status + message — never let them collapse into an opaque 500. On the client, `console.error(<context>, err)` the raw error AND show the extracted reason (e.g. `err.response?.data?.message`, or the error `name: message`) in the notification.
 - The version string shown in the UI comes from `APP_VERSION` (CI/Docker) or `git describe --tags --always` (local), resolved in `vite.config.ts` — not from `package.json`.
 - Server TS config is permissive (`noImplicitAny: false`, `strictNullChecks: false`, `no-explicit-any` lint disabled). Follow the existing relaxed style rather than tightening types broadly.
-- Dependency versions are heavily pinned via `pnpm.overrides` and `pnpm.patchedDependencies` (`scimmy`, `yjs`) in the root `package.json`. Don't bump pinned/patched deps casually; the patches and overrides exist for compatibility/security reasons.
+- Dependency versions are heavily pinned via `pnpm.overrides` and `pnpm.patchedDependencies` (`scimmy`, `yjs`, `ai`) in the root `package.json`. Don't bump pinned/patched deps casually; the patches and overrides exist for compatibility/security reasons. The `ai@6.0.134` patch disables the SDK's O(n²) cumulative `partialOutput` accumulation when no output strategy is requested (server heap OOM on long agent runs, #184; tripwire test: `apps/server/src/integrations/ai/ai-sdk-partial-output.patch.spec.ts`) — it MUST be re-created via `pnpm patch` when bumping `ai`.
 - **Adding/renaming/removing an MCP tool requires updating `SERVER_INSTRUCTIONS`** in `packages/mcp/src/index.ts` — the intent-routing guide MCP clients receive on initialize. This applies both to inline `server.registerTool(...)` calls in `index.ts` and to specs in `packages/mcp/src/tool-specs.ts`. Enforced by `packages/mcp/test/unit/server-instructions.test.mjs`, which fails when a registered tool is not mentioned in the guide (deliberate opt-outs go into its `EXCEPTIONS` list). `packages/mcp/build/` is gitignored and rebuilt in CI/Docker via `pnpm build` (same convention as `git-sync`/`prosemirror-markdown`) — never commit it; rebuild locally after editing to run the tests.
 
 ## CI / release

CHANGELOG.md

@@ -72,6 +72,19 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
   append/prepend fragments, nor to COMMENT bodies — a comment may legitimately
   contain a standalone footnote definition, which canonicalization would drop.
   (#228)
+- **Detached, autonomous agent runs that survive a browser disconnect.** When the
+  new `settings.ai.autonomousRuns` workspace flag is on (off by default), an
+  AI-chat turn becomes a first-class, server-side RUN tracked in a new
+  `ai_chat_runs` table instead of a socket-bound stream: closing the tab or
+  losing the connection no longer aborts the turn — it keeps executing and
+  persisting server-side, and only an explicit Stop ends it. A client can
+  reconnect and live-follow (or stop) an in-flight run via `POST /ai-chat/run`
+  (resolve the latest run + its assistant message for a chat) and
+  `POST /ai-chat/stop` (stop by `runId` or `chatId`). A partial unique index
+  enforces one active run per chat, and a startup sweep settles any run left
+  dangling by a restart. Phase 1 is single-instance-only (cross-instance Stop is
+  not yet reliable); the server warns at startup on a horizontally-scaled
+  deployment. (#184)
 - **Out-of-band page transfer via an in-RAM blob sandbox (`stash_page`).** A
   new MCP tool serializes a whole page (its full ProseMirror JSON, with every
   internal image/file mirrored) into an ephemeral in-RAM blob and returns only
@@ -156,6 +169,14 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Fixed
 
+- **The server no longer runs out of heap during long autonomous agent runs.** A
+  new pnpm patch on `ai@6.0.134` stops the SDK from building a cumulative
+  snapshot of the ENTIRE turn text on every streamed text-delta when no output
+  strategy was requested (our server never requests one). Unpatched, those
+  O(n²) `partialOutput` snapshots piled up in a never-consumed internal
+  `tee()` branch of the stream result — a ~20-step, ~28k-chunk agent run
+  retained ~1.7 GB and OOM'd the 2 GB JS heap. Streaming granularity is
+  unchanged; the patch must be re-created if `ai` is ever bumped. (#184)
 - **Internal links in exported Markdown no longer lose their visible text.** A
   link whose target page name had no file extension (e.g. a bare title) was
   collapsed to empty text during export, producing an unclickable, label-less

Dockerfile

@@ -5,6 +5,13 @@ RUN npm install -g pnpm@10.4.0
 
 FROM base AS builder
 
+# re2 (packages/mcp) always compiles from source under pnpm (the prebuilt-binary
+# download cannot identify the GitHub repo), so node-gyp needs python3/make/g++.
+# This stage is discarded, so the toolchain can stay installed.
+RUN apt-get update \
+  && apt-get install -y --no-install-recommends python3 make g++ \
+  && rm -rf /var/lib/apt/lists/*
+
 WORKDIR /app
 
 COPY . .
@@ -57,9 +64,16 @@ COPY --from=builder /app/patches /app/patches
 
 RUN chown -R node:node /app
 
-USER node
+# Toolchain is needed transiently to compile re2 during the prod install; install
+# and purge it in one layer to keep the final image slim. The install itself runs
+# as the node user via su to keep node_modules ownership without a costly chown layer.
+RUN apt-get update \
+  && apt-get install -y --no-install-recommends python3 make g++ \
+  && su node -c "pnpm install --frozen-lockfile --prod" \
+  && apt-get purge -y --auto-remove python3 make g++ \
+  && rm -rf /var/lib/apt/lists/*
 
-RUN pnpm install --frozen-lockfile --prod
+USER node
 
 RUN mkdir -p /app/data/storage
 

apps/client/package.json

@@ -61,6 +61,7 @@
     "react-clear-modal": "^2.0.18",
     "react-dom": "^18.3.1",
     "react-drawio": "1.0.7",
+    "web-vitals": "^5.1.0",
     "react-error-boundary": "6.1.1",
     "react-helmet-async": "3.0.0",
     "react-i18next": "16.5.8",

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

@@ -1373,6 +1373,39 @@
   "The role catalog is unavailable": "The role catalog is unavailable",
   "Please try again later.": "Please try again later.",
   "No bundles available": "No bundles available",
+  "Content": "Content",
+  "Content language of the roles": "Content language of the roles",
+  "{{count}} updates available in {{bundles}} bundles": "{{count}} updates available in {{bundles}} bundles",
+  "Update all ({{count}})": "Update all ({{count}})",
+  "Updating {{current}}/{{total}}…": "Updating {{current}}/{{total}}…",
+  "{{count}} roles are installed in another language. A different language installs separately and appears as new.": "{{count}} roles are installed in another language. A different language installs separately and appears as new.",
+  "{{count}} roles": "{{count}} roles",
+  "{{count}} new — none installed": "{{count}} new — none installed",
+  "All installed · up to date": "All installed · up to date",
+  "{{count}} updates · {{installed}} up to date": "{{count}} updates · {{installed}} up to date",
+  "{{count}} new": "{{count}} new",
+  "{{count}} installed": "{{count}} installed",
+  "{{count}} updates": "{{count}} updates",
+  "Install bundle": "Install bundle",
+  "Install {{count}} selected": "Install {{count}} selected",
+  "Install bundle ({{count}})": "Install bundle ({{count}})",
+  "{{selected}} of {{total}} selected": "{{selected}} of {{total}} selected",
+  "Select all": "Select all",
+  "Deselect all": "Deselect all",
+  "Skipped": "Skipped",
+  "v{{version}}": "v{{version}}",
+  "{{count}} roles installed": "{{count}} roles installed",
+  "{{count}} roles installed · {{renamed}} renamed": "{{count}} roles installed · {{renamed}} renamed",
+  "{{count}} roles updated": "{{count}} roles updated",
+  "Installed {{installed}} · {{skipped}} skipped": "Installed {{installed}} · {{skipped}} skipped",
+  "A role named \"{{name}}\" already exists in this workspace.": "A role named \"{{name}}\" already exists in this workspace.",
+  "\"{{name}}\" is already installed.": "\"{{name}}\" is already installed.",
+  "Rename & install": "Rename & install",
+  "Couldn’t load the catalog": "Couldn’t load the catalog",
+  "Check your connection and try again. Installed roles are not affected.": "Check your connection and try again. Installed roles are not affected.",
+  "Retry": "Retry",
+  "The catalog is empty": "The catalog is empty",
+  "No role bundles are published for this language yet. Try switching the content language.": "No role bundles are published for this language yet. Try switching the content language.",
   "Already up to date": "Already up to date",
   "Updated to the latest version": "Updated to the latest version",
   "This role is no longer in the catalog": "This role is no longer in the catalog",

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

@@ -1235,6 +1235,39 @@
   "The role catalog is unavailable": "Каталог ролей недоступен",
   "Please try again later.": "Попробуйте позже.",
   "No bundles available": "Наборы недоступны",
+  "Content": "Язык контента",
+  "Content language of the roles": "Язык контента ролей",
+  "{{count}} updates available in {{bundles}} bundles": "Доступно обновлений: {{count}} в наборах: {{bundles}}",
+  "Update all ({{count}})": "Обновить все ({{count}})",
+  "Updating {{current}}/{{total}}…": "Обновление {{current}}/{{total}}…",
+  "{{count}} roles are installed in another language. A different language installs separately and appears as new.": "Ролей установлено на другом языке: {{count}}. Другой язык устанавливается отдельно и отображается как новый.",
+  "{{count}} roles": "ролей: {{count}}",
+  "{{count}} new — none installed": "новых: {{count}} — ничего не установлено",
+  "All installed · up to date": "Все установлены · актуальны",
+  "{{count}} updates · {{installed}} up to date": "обновлений: {{count}} · актуальны: {{installed}}",
+  "{{count}} new": "новых: {{count}}",
+  "{{count}} installed": "установлено: {{count}}",
+  "{{count}} updates": "обновлений: {{count}}",
+  "Install bundle": "Установить набор",
+  "Install {{count}} selected": "Установить выбранные ({{count}})",
+  "Install bundle ({{count}})": "Установить набор ({{count}})",
+  "{{selected}} of {{total}} selected": "выбрано {{selected}} из {{total}}",
+  "Select all": "Выбрать все",
+  "Deselect all": "Снять выбор",
+  "Skipped": "Пропущено",
+  "v{{version}}": "v{{version}}",
+  "{{count}} roles installed": "Установлено ролей: {{count}}",
+  "{{count}} roles installed · {{renamed}} renamed": "Установлено ролей: {{count}} · переименовано: {{renamed}}",
+  "{{count}} roles updated": "Обновлено ролей: {{count}}",
+  "Installed {{installed}} · {{skipped}} skipped": "Установлено: {{installed}} · пропущено: {{skipped}}",
+  "A role named \"{{name}}\" already exists in this workspace.": "Роль с именем «{{name}}» уже существует в этом рабочем пространстве.",
+  "\"{{name}}\" is already installed.": "«{{name}}» уже установлена.",
+  "Rename & install": "Переименовать и установить",
+  "Couldn’t load the catalog": "Не удалось загрузить каталог",
+  "Check your connection and try again. Installed roles are not affected.": "Проверьте подключение и попробуйте снова. Установленные роли не затронуты.",
+  "Retry": "Повторить",
+  "The catalog is empty": "Каталог пуст",
+  "No role bundles are published for this language yet. Try switching the content language.": "Для этого языка ещё не опубликовано ни одного набора ролей. Попробуйте сменить язык контента.",
   "No roles configured": "Роли не настроены",
   "Already up to date": "Уже актуальна",
   "Updated to the latest version": "Обновлено до последней версии",

apps/client/src/components/layouts/global/global-app-shell.tsx

@@ -67,14 +67,20 @@ export default function GlobalAppShell({
   );
 
   useEffect(() => {
-    //https://codesandbox.io/p/sandbox/kz9de
+    // Attach the global mousemove/mouseup only WHILE resizing (started on the
+    // handle's mousedown via startResizing → isResizing=true) and detach on
+    // mouseup (stopResizing → isResizing=false). Previously these listeners were
+    // attached for the whole app lifetime, so every mouse move over the app ran
+    // the resize handler.
+    // https://codesandbox.io/p/sandbox/kz9de
+    if (!isResizing) return;
     window.addEventListener("mousemove", resize);
     window.addEventListener("mouseup", stopResizing);
     return () => {
       window.removeEventListener("mousemove", resize);
       window.removeEventListener("mouseup", stopResizing);
     };
-  }, [resize, stopResizing]);
+  }, [isResizing, resize, stopResizing]);
 
   const location = useLocation();
   const isSettingsRoute = location.pathname.startsWith("/settings");

apps/client/src/components/ui/emoji-picker.tsx

@@ -5,7 +5,7 @@ import {
   Button,
   useMantineColorScheme,
 } from "@mantine/core";
-import { useClickOutside, useDisclosure, useWindowEvent } from "@mantine/hooks";
+import { useClickOutside, useDisclosure } from "@mantine/hooks";
 import { Suspense } from "react";
 import { useTranslation } from "react-i18next";
 
@@ -57,14 +57,22 @@ function EmojiPicker({
     [dropdown, target],
   );
 
-  // We need this because the default Mantine popover closeOnEscape does not work
-  useWindowEvent("keydown", (event) => {
-    if (opened && event.key === "Escape") {
-      event.stopPropagation();
-      event.preventDefault();
-      handlers.close();
-    }
-  });
+  // We need this because the default Mantine popover closeOnEscape does not work.
+  // Attach the global keydown ONLY while the picker is open (every tree row
+  // renders an EmojiPicker, so an always-on window listener meant ~20-30 idle
+  // keydown handlers firing on each keystroke).
+  useEffect(() => {
+    if (!opened) return;
+    const handleKeydown = (event: KeyboardEvent) => {
+      if (event.key === "Escape") {
+        event.stopPropagation();
+        event.preventDefault();
+        handlers.close();
+      }
+    };
+    window.addEventListener("keydown", handleKeydown);
+    return () => window.removeEventListener("keydown", handleKeydown);
+  }, [opened, handlers]);
 
   // emoji-mart's built-in autoFocus calls .focus() without preventScroll, which
   // makes the browser scroll every scrollable ancestor of the search input to

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

@@ -19,7 +19,7 @@ import {
   IconPlus,
   IconX,
 } from "@tabler/icons-react";
-import { useAtom, useSetAtom } from "jotai";
+import { useAtom, useAtomValue, useSetAtom } from "jotai";
 import { useLocation, useMatch } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { useQueryClient } from "@tanstack/react-query";
@@ -36,18 +36,29 @@ import {
   desktopSidebarAtom,
   mobileSidebarAtom,
 } from "@/components/layouts/global/hooks/atoms/sidebar-atom.ts";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import { extractPageSlugId } from "@/lib";
 import {
   AI_CHATS_RQ_KEY,
   AI_CHAT_MESSAGES_RQ_KEY,
+  AI_CHAT_RUN_RQ_KEY,
   useAiChatMessagesQuery,
+  useAiChatRunQuery,
   useAiChatsQuery,
   useAiRolesQuery,
 } from "@/features/ai-chat/queries/ai-chat-query.ts";
+import {
+  shouldClearLatchOnQueryError,
+  shouldClearStoppingLatch,
+  shouldObserveRun,
+} from "@/features/ai-chat/utils/run-polling.ts";
+import { workspaceAtom } from "@/features/user/atoms/current-user-atom";
 import ConversationList from "@/features/ai-chat/components/conversation-list.tsx";
 import ChatThread from "@/features/ai-chat/components/chat-thread.tsx";
-import { exportAiChat } from "@/features/ai-chat/services/ai-chat-service.ts";
+import {
+  exportAiChat,
+  stopRun,
+} from "@/features/ai-chat/services/ai-chat-service.ts";
 import { useChatSession } from "@/features/ai-chat/hooks/use-chat-session.ts";
 import {
   shouldCollapseOnOutsidePointer,
@@ -219,7 +230,9 @@ export default function AiChatWindow() {
   // left partly off-screen).
   const [geom, setGeom] = useAtom(aiChatWindowGeomAtom);
 
-  const { data: chats } = useAiChatsQuery();
+  // Gated on windowOpen: the chat list is only needed once the window is open,
+  // so a closed window issues no chat-list request/refetch on navigation.
+  const { data: chats } = useAiChatsQuery(windowOpen);
   // Roles for the new-chat picker (any member may list them). Only fetched while
   // the window is open.
   const { data: roles } = useAiRolesQuery(windowOpen);
@@ -231,8 +244,151 @@ export default function AiChatWindow() {
     [roles],
   );
 
+  // Gated on windowOpen too: no message history is fetched while the window is
+  // closed (it is loaded when the window opens with an active chat).
   const { data: messageRows, isLoading: messagesLoading } =
-    useAiChatMessagesQuery(activeChatId ?? undefined);
+    useAiChatMessagesQuery(activeChatId ?? undefined, windowOpen);
+
+  // #184 reconnect-and-live-follow. Whether detached agent runs are enabled for
+  // this workspace. The reconnect endpoint itself is NOT flag-gated server-side
+  // (it is only owner-gated and returns `{ run: null }` when the chat has no
+  // run); but when the feature is off no runs are ever created, so polling it
+  // would always come back empty — we gate it off here to avoid pointless polls.
+  const workspace = useAtomValue(workspaceAtom);
+  const autonomousRunsEnabled =
+    workspace?.settings?.ai?.autonomousRuns === true;
+
+  // Whether THIS tab is the one actively streaming the open chat's run locally
+  // (it started the run here and holds the SSE). Reported up from ChatThread. We
+  // are the STREAMER while true and a passive OBSERVER while false — the basis of
+  // the observer-vs-streamer detection. Reset to false by the fresh ChatThread's
+  // mount effect on every chat switch.
+  const [localStreaming, setLocalStreaming] = useState(false);
+  const onStreamingChange = useCallback((streaming: boolean) => {
+    setLocalStreaming(streaming);
+  }, []);
+
+  // #184 Stop wiring. While a detached run is being stopped we SUPPRESS the
+  // observer merge so the stopping run's still-persisting output does not
+  // re-stream back into view between the moment the user pressed Stop and the run
+  // actually settling as 'aborted' server-side. Polling itself keeps running (so
+  // the terminal transition is still detected) — only the visual merge is gated.
+  // Cleared when the run is observed terminal (below) or the chat is switched.
+  const [stoppingRun, setStoppingRun] = useState(false);
+  // Reset the stopping latch whenever the open chat changes: it is scoped to the
+  // run of the previously-open chat.
+  useEffect(() => {
+    setStoppingRun(false);
+  }, [activeChatId]);
+
+  // Authoritative stop of the open chat's detached run (the Stop button in
+  // autonomous mode). Latch "stopping" first (suppresses the re-stream flash),
+  // then request the server stop — the ONLY thing that ends a detached run; a mere
+  // local SSE abort is a client disconnect the server ignores. On failure we
+  // release the latch so the observer resumes (better to show the live run than to
+  // freeze the view) and surface the error.
+  const handleServerStop = useCallback(
+    (chatId: string): void => {
+      setStoppingRun(true);
+      // #234 F4: drop the PREVIOUS turn's run from the cache so `run` becomes null
+      // until the CURRENT turn's run is fetched fresh. Without this, once the local
+      // stream aborts (localStreaming -> false) the run query re-enables and
+      // react-query SYNCHRONOUSLY returns the still-cached prior terminal run; the
+      // terminal effect would then clear the stopping latch against that STALE run
+      // before the current turn's (still-running, detached, growing) run is ever
+      // observed — re-opening the observer merge and flashing the growing output
+      // over the frozen row. With the cache cleared the terminal effect's
+      // `if (!run) return` holds the latch until the current run itself is observed
+      // terminal (see shouldClearStoppingLatch).
+      queryClient.removeQueries({ queryKey: AI_CHAT_RUN_RQ_KEY(chatId) });
+      void stopRun(chatId).catch(() => {
+        setStoppingRun(false);
+        notifications.show({
+          message: t("Failed to stop the run"),
+          color: "red",
+        });
+      });
+    },
+    [t, queryClient],
+  );
+
+  // Poll the latest run of the open chat ONLY when we are a passive observer:
+  // feature on, a chat is open, and we are NOT the local streamer (the streamer
+  // already has the live SSE — polling/merging too would double-render). The
+  // query's own status-keyed refetchInterval stops once the run is terminal.
+  const { data: runData, isError: runQueryFailed } = useAiChatRunQuery(
+    activeChatId ?? undefined,
+    autonomousRunsEnabled && !localStreaming,
+  );
+  const run = runData?.run ?? null;
+
+  // Safety net (#234 F4 review): after handleServerStop clears the run cache,
+  // `run` is null until the current turn's run is fetched fresh, and the terminal
+  // effect below holds the latch via `if (!run) return`. If that refetch instead
+  // ERRORS PERMANENTLY (the GET-run keeps failing) while we are no longer the
+  // streamer, the run stays null, its status-keyed refetchInterval is off, and
+  // nothing would ever observe a terminal run — freezing the view with the
+  // observer merge suppressed. Release the latch on that error so the live view
+  // resumes rather than stays stuck (the local stopRun may already have succeeded
+  // independently).
+  //
+  // #234 F7: this must NOT fire on a TRANSIENT error while `run` is still an
+  // ACTIVE held run. In TanStack Query v5 (retry:false) the query's `data` is
+  // RETAINED on error, so `runQueryFailed` can be true while `run` is still
+  // pending/running — releasing then would re-open the observer merge and flash
+  // the growing detached run over the frozen row (the very flash F4 prevents). The
+  // decision is the pure, unit-tested `shouldClearLatchOnQueryError`, which gates
+  // on the run NOT being active: it cures only the genuine permanent-null-freeze
+  // (`run === null`) and never releases against an active run.
+  useEffect(() => {
+    if (
+      shouldClearLatchOnQueryError({
+        stoppingRun,
+        isLocalStreaming: localStreaming,
+        runQueryFailed,
+        run,
+      })
+    )
+      setStoppingRun(false);
+  }, [stoppingRun, localStreaming, runQueryFailed, run]);
+  // The run's incrementally-persisted assistant message to merge into the thread,
+  // but only while we are an observer (never when we are the streamer — guards
+  // against a stale poll fighting the live stream). Includes a terminal run so the
+  // final persisted output is shown on reopen.
+  const observedRow =
+    shouldObserveRun(run, localStreaming) && !stoppingRun
+      ? (runData?.message ?? null)
+      : null;
+
+  // When the observed run reaches a terminal status, do a final messages refetch
+  // so the persisted final state (token/context badge, export source) is shown,
+  // then the query's refetchInterval has already stopped polling. Deduped per run
+  // id so it fires exactly once per run, not on every subsequent poll-less render.
+  const finalizedRunIdRef = useRef<string | null>(null);
+  useEffect(() => {
+    if (!run || !activeChatId) return;
+    if (run.status === "pending" || run.status === "running") {
+      // Active again (a new run) — re-arm so its terminal transition fires once.
+      finalizedRunIdRef.current = null;
+      return;
+    }
+    // Terminal: a stop we requested has landed (or the run finished on its own),
+    // so release the stopping latch — the observer merge can now show the final
+    // persisted (aborted/finished) output without any live re-stream. The decision
+    // is the pure, unit-tested `shouldClearStoppingLatch` (run-polling.ts): release
+    // ONLY when we requested a stop, this tab is no longer the streamer, AND the
+    // CURRENT run is terminal. The #234 F4 cache removal in handleServerStop makes
+    // `run` null (this branch's `if (!run) return` above holds) until the current
+    // turn's run is fetched fresh, so the latch can never clear against a stale
+    // cached run.
+    if (shouldClearStoppingLatch({ stoppingRun, run, isLocalStreaming: localStreaming }))
+      setStoppingRun(false);
+    if (finalizedRunIdRef.current === run.id) return;
+    finalizedRunIdRef.current = run.id;
+    queryClient.invalidateQueries({
+      queryKey: AI_CHAT_MESSAGES_RQ_KEY(activeChatId),
+    });
+  }, [run, activeChatId, queryClient, stoppingRun, localStreaming]);
 
   // The page the user is currently viewing. AiChatWindow lives in a pathless
   // parent layout route, so useParams() can't see :pageSlug. Match the full
@@ -244,7 +400,7 @@ export default function AiChatWindow() {
   // 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({
+  const { data: openPageData } = usePageMetaQuery({
     pageId: extractPageSlugId(pageSlug),
   });
   const openPage = openPageData
@@ -882,6 +1038,18 @@ export default function AiChatWindow() {
               assistantName={currentRole?.name}
               onTurnFinished={onTurnFinished}
               onServerChatId={onServerChatId}
+              // #184: live-follow a still-running run when we reopened the chat as
+              // a passive observer; null when there is nothing to observe or this
+              // tab is the streamer. onStreamingChange lets the window stop polling
+              // while we are the streamer.
+              observedRow={observedRow}
+              onStreamingChange={onStreamingChange}
+              // #184: in autonomous mode the Stop button must hit the authoritative
+              // server stop (a local SSE abort is a client disconnect the server
+              // ignores). onServerStop also arms the "stopping" latch above so the
+              // stopped run's output does not re-stream via the observer merge.
+              autonomousRunsEnabled={autonomousRunsEnabled}
+              onServerStop={handleServerStop}
             />
           )}
         </div>

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

@@ -11,6 +11,7 @@ const h = vi.hoisted(() => ({
     onFinish: null as null | ((arg: Record<string, unknown>) => void),
     sendMessage: vi.fn(),
     stop: vi.fn(),
+    setMessages: vi.fn(),
     transport: null as null | {
       prepareSendMessagesRequest: (arg: {
         messages: unknown[];
@@ -30,6 +31,8 @@ vi.mock("@ai-sdk/react", () => ({
       status: h.state.status,
       stop: h.state.stop,
       error: null,
+      // #184: ChatThread reads setMessages to merge a polled observer run.
+      setMessages: h.state.setMessages,
     };
   },
 }));
@@ -228,3 +231,56 @@ describe("ChatThread — turn-end decision (onFinish)", () => {
     }
   });
 });
+
+// #184 passive-observer merge: when reconnecting to a still-running run, the
+// parent feeds the polled run message via `observedRow`; ChatThread merges it via
+// setMessages — but ONLY when this tab is NOT itself streaming (the streamer's
+// SSE owns the view, so a stale observedRow must never overwrite it).
+describe("ChatThread — observer run merge (#184)", () => {
+  beforeEach(() => {
+    h.state.onFinish = null;
+    h.state.setMessages.mockReset();
+  });
+
+  const observedRow = {
+    id: "a-run",
+    role: "assistant",
+    content: "step 1\nstep 2",
+    metadata: {
+      parts: [{ type: "text", text: "step 1\nstep 2" }],
+    },
+    createdAt: "2026-01-01T00:00:00Z",
+  } as const;
+
+  function renderObserver(status: string) {
+    h.state.status = status;
+    render(
+      <MantineProvider>
+        <ChatThread
+          chatId="c1"
+          initialRows={[]}
+          onTurnFinished={vi.fn()}
+          observedRow={observedRow as never}
+        />
+      </MantineProvider>,
+    );
+  }
+
+  it("merges the polled run message when this tab is a passive observer", () => {
+    renderObserver("ready");
+    expect(h.state.setMessages).toHaveBeenCalledTimes(1);
+    // The updater replaces/append the observed assistant row by id.
+    const updater = h.state.setMessages.mock.calls[0][0] as (
+      prev: { id: string; parts: { text: string }[] }[],
+    ) => { id: string; parts: { text: string }[] }[];
+    const merged = updater([{ id: "u1", parts: [{ text: "hi" }] }]);
+    expect(merged).toHaveLength(2);
+    expect(merged[1].id).toBe("a-run");
+    expect(merged[1].parts[0].text).toBe("step 1\nstep 2");
+  });
+
+  it("does NOT merge while THIS tab is the streamer (no double-render)", () => {
+    renderObserver("streaming");
+    expect(h.state.setMessages).not.toHaveBeenCalled();
+  });
+});

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

@@ -24,6 +24,7 @@ import {
 } from "@/features/ai-chat/utils/role-launch.ts";
 import { describeChatError } from "@/features/ai-chat/utils/error-message.ts";
 import { extractServerChatId } from "@/features/ai-chat/utils/adopt-chat-id.ts";
+import { mergeObservedMessage } from "@/features/ai-chat/utils/run-polling.ts";
 import {
   dequeue,
   enqueueMessage,
@@ -86,6 +87,29 @@ interface ChatThreadProps {
    *  Copy/export button available mid-stream). Distinct from onTurnFinished,
    *  which fires only at the terminal outcome. */
   onServerChatId?: (serverChatId?: string) => void;
+  /** #184 reconnect-and-live-follow. When THIS tab reopened a chat whose agent
+   *  run is still going (it is a PASSIVE OBSERVER — it did not start the run here),
+   *  the parent polls the reconnect endpoint and feeds the run's incrementally-
+   *  persisted assistant message here; we merge it into the live list so new
+   *  steps/tool-calls appear as they are persisted. Null when there is nothing to
+   *  observe (no run, feature off, or this tab IS the streamer). The merge is
+   *  ADDITIONALLY guarded by our own `isStreaming`, so a stale value can never
+   *  fight the local stream when we are the streamer. */
+  observedRow?: IAiChatMessageRow | null;
+  /** Report this tab's live streaming status up to the parent, so it can stop
+   *  polling the run while WE are the active streamer (the SSE owns the view) and
+   *  resume once we go idle. Called from an effect on every transition. */
+  onStreamingChange?: (streaming: boolean) => void;
+  /** #184: whether detached/autonomous agent runs are enabled for this workspace.
+   *  When true the Stop button must additionally hit the AUTHORITATIVE server stop
+   *  (via onServerStop) — aborting only the local SSE is just a client disconnect,
+   *  which the server deliberately ignores, so the detached run would keep going. */
+  autonomousRunsEnabled?: boolean;
+  /** #184: request the server-side stop of this chat's active run (the parent owns
+   *  the endpoint call + the "stopping" latch that keeps observer-polling from
+   *  immediately re-streaming the stopping run's output). Called with the resolved
+   *  chat id when the user presses Stop in autonomous mode. */
+  onServerStop?: (chatId: string) => void;
 }
 
 /**
@@ -131,6 +155,10 @@ export default function ChatThread({
   assistantName,
   onTurnFinished,
   onServerChatId,
+  observedRow,
+  onStreamingChange,
+  autonomousRunsEnabled,
+  onServerStop,
 }: ChatThreadProps) {
   const { t } = useTranslation();
 
@@ -216,6 +244,16 @@ export default function ChatThread({
   const flushOnAbortRef = useRef(false);
   const interruptNextSendRef = useRef(false);
 
+  // #234 F5: the user pressed Stop while streaming a BRAND-NEW chat whose server
+  // chat id has not been adopted yet (the `start` chunk carrying it hadn't landed
+  // when Stop was pressed). A local SSE abort alone does NOT stop the DETACHED
+  // autonomous run — it keeps burning tokens and WRITING TO PAGES — so we cannot
+  // just no-op. We latch the stop as PENDING and fire the authoritative server
+  // stop the moment onServerChatId adopts the id (below). Read-and-cleared there;
+  // also defused on every new turn start so it can never fire against a later,
+  // unrelated turn's run.
+  const stopPendingRef = useRef(false);
+
   // FIFO dequeue + send the next queued message (no-op when the queue is empty).
   // Returns whether a message was actually sent, so callers can tell an empty
   // dequeue (nothing to flush) from a real send.
@@ -274,7 +312,7 @@ export default function ChatThread({
     [],
   );
 
-  const { messages, sendMessage, status, stop, error } = useChat({
+  const { messages, sendMessage, status, stop, error, setMessages } = useChat({
     // Stable per-mount key. Existing chats use their real id; new chats use a
     // generated client id (never `undefined`) so the store is NOT re-created on
     // every render mid-stream (see `chatStoreId` above).
@@ -365,7 +403,14 @@ export default function ChatThread({
       return;
     lastForwardedChatIdRef.current = serverChatId;
     onServerChatId(serverChatId);
-  }, [messages, onServerChatId]);
+    // #234 F5: if Stop was pressed before the id was known, the authoritative
+    // server stop was deferred to this adoption point — fire it now with the
+    // just-adopted id. One-shot (read-and-clear) so it can't fire twice.
+    if (stopPendingRef.current) {
+      stopPendingRef.current = false;
+      onServerStop?.(serverChatId);
+    }
+  }, [messages, onServerChatId, onServerStop]);
 
   // Live "turn was interrupted" marker for the CURRENT session. The red error
   // banner (driven by `error`) covers the error case; this covers an aborted
@@ -378,6 +423,27 @@ export default function ChatThread({
 
   const isStreaming = status === "submitted" || status === "streaming";
 
+  // #184: report our live streaming status up so the parent stops polling the run
+  // while WE are the streamer (the SSE owns the view) and resumes once we go idle.
+  // Effect (not render) so it never updates parent state during our own render;
+  // fires on mount with `false`, which also re-syncs the parent after a chat
+  // switch remounts this thread (a fresh mount is idle until the user sends).
+  useEffect(() => {
+    onStreamingChange?.(isStreaming);
+  }, [isStreaming, onStreamingChange]);
+
+  // #184 passive-observer merge: when the parent feeds a polled run message (we
+  // reopened a chat whose run is still going and did NOT start it here), merge it
+  // into the live list so new steps/tool-calls appear as they are persisted. Hard-
+  // gated by `!isStreaming`: if THIS tab is actually the streamer, the local SSE
+  // owns the view and a stale observedRow must never overwrite it. `observedRow`
+  // is a stable per-poll object, so this runs once per poll, not per render.
+  useEffect(() => {
+    if (isStreaming || !observedRow) return;
+    const observed = rowToUiMessage(observedRow);
+    setMessages((prev) => mergeObservedMessage(prev, observed));
+  }, [observedRow, isStreaming, setMessages]);
+
   // "Send now" on a queued message: interrupt the current turn and immediately
   // send THIS message, keeping the agent's partial output. Other queued messages
   // stay queued and flush normally after the new turn. Reuses the existing
@@ -409,6 +475,40 @@ export default function ChatThread({
     [setQueue, stop],
   );
 
+  // Stop the current turn. ALWAYS abort the local SSE (`stop()`) so the composer
+  // returns to idle immediately. In AUTONOMOUS mode the turn is a DETACHED run:
+  // aborting the local SSE is only a client disconnect, which the server ignores,
+  // so the run would keep executing — we ADDITIONALLY request the authoritative
+  // server-side stop (the parent owns that call + the "stopping" latch that keeps
+  // observer-polling from re-streaming the stopping run's output). The chat id is
+  // read live from chatIdRef (adopted early at the stream's `start` chunk); if it
+  // is not known yet — a brand-new chat in the first moment of its first turn —
+  // only the local abort happens (there is no server-side run handle to stop yet).
+  const handleStop = useCallback(() => {
+    stop();
+    if (!autonomousRunsEnabled) return;
+    if (chatIdRef.current) {
+      onServerStop?.(chatIdRef.current);
+    } else {
+      // #234 F5: no chat id yet (brand-new chat in the first moment of its first
+      // turn, before the `start` chunk adopted the id). Latch the stop as pending;
+      // the onServerChatId adoption effect fires the deferred server stop as soon
+      // as the id appears, so the detached run is still authoritatively stopped
+      // instead of left running by a silent local-only abort.
+      //
+      // KNOWN LIMITATION (#234 F5 review): `stop()` above has already aborted the
+      // local SSE reader. In the rare sub-window where Stop is pressed while still
+      // `submitted` (request sent, not one chunk read yet), that abort can cancel
+      // the reader BEFORE the `start` chunk is applied to `messages`, so the
+      // adoption effect never runs and this pending stop never fires. The detached
+      // run then keeps going for that turn. This is not a regression (the pre-fix
+      // behavior sent no server stop at all); closing it fully would require
+      // deferring the local abort until adoption, which is riskier and out of scope
+      // for this fix. Documented so a future change can address the abort-ordering.
+      stopPendingRef.current = true;
+    }
+  }, [stop, autonomousRunsEnabled, onServerStop]);
+
   // Clear the stopped marker as soon as a new turn begins streaming, and drop any
   // stale "Send now" interrupt flags. On the legit interrupt path both refs are
   // already consumed synchronously (onFinish + prepareSendMessagesRequest) before
@@ -420,6 +520,11 @@ export default function ChatThread({
       setStopNotice(null);
       flushOnAbortRef.current = false;
       interruptNextSendRef.current = false;
+      // #234 F5: a new turn is starting — drop any pending deferred-stop from a
+      // previous turn that never adopted an id, so it can never fire against this
+      // (or a later) unrelated turn's run. A deferred stop for the CURRENT turn is
+      // set AFTER this effect (on the Stop click), so this does not clobber it.
+      stopPendingRef.current = false;
     }
   }, [isStreaming]);
 
@@ -539,7 +644,7 @@ export default function ChatThread({
         <ChatInput
           onSend={(text) => sendMessage({ text })}
           onQueue={enqueue}
-          onStop={stop}
+          onStop={handleStop}
           isStreaming={isStreaming}
         />
       </Stack>

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

@@ -1,6 +1,7 @@
 import {
   useInfiniteQuery,
   useMutation,
+  useQueries,
   useQuery,
   useQueryClient,
 } from "@tanstack/react-query";
@@ -12,6 +13,7 @@ import {
   deleteAiChat,
   deleteAiRole,
   getAiChatMessages,
+  getAiChatRun,
   getAiChats,
   getAiRoleCatalog,
   getAiRoleCatalogBundle,
@@ -24,6 +26,7 @@ import {
 import {
   IAiChat,
   IAiChatMessageRow,
+  IAiChatRunResponse,
   IAiRole,
   IAiRoleCatalog,
   IAiRoleCatalogBundle,
@@ -34,6 +37,7 @@ import {
   IAiRoleUpdateFromCatalogResult,
 } from "@/features/ai-chat/types/ai-chat.types.ts";
 import { IPagination } from "@/lib/types.ts";
+import { runPollInterval } from "@/features/ai-chat/utils/run-polling.ts";
 
 export const AI_CHATS_RQ_KEY = ["ai-chats"];
 export const AI_ROLES_RQ_KEY = ["ai-roles"];
@@ -51,16 +55,23 @@ export const AI_CHAT_MESSAGES_RQ_KEY = (chatId: string) => [
   "ai-chat-messages",
   chatId,
 ];
+export const AI_CHAT_RUN_RQ_KEY = (chatId: string) => ["ai-chat-run", chatId];
 
-/** Paginated list of the current user's chats (auto-loads further pages). */
-export function useAiChatsQuery() {
+/**
+ * Paginated list of the current user's chats (auto-loads further pages).
+ * `enabled` (default true) lets the AI chat window skip fetching while it is
+ * closed — the list is only needed once the window is open.
+ */
+export function useAiChatsQuery(enabled: boolean = true) {
   const query = useInfiniteQuery({
     queryKey: AI_CHATS_RQ_KEY,
-    queryFn: ({ pageParam }) =>
-      getAiChats({ cursor: pageParam, limit: 50 }),
+    queryFn: ({ pageParam }) => getAiChats({ cursor: pageParam, limit: 50 }),
     initialPageParam: undefined as string | undefined,
     getNextPageParam: (lastPage) =>
-      lastPage.meta.hasNextPage ? (lastPage.meta.nextCursor ?? undefined) : undefined,
+      lastPage.meta.hasNextPage
+        ? (lastPage.meta.nextCursor ?? undefined)
+        : undefined,
+    enabled,
   });
 
   const data = useMemo<IPagination<IAiChat> | undefined>(() => {
@@ -83,15 +94,20 @@ export function useAiChatsQuery() {
  * Load all persisted messages of a chat (oldest first), flattening the
  * paginated server response. Used to seed `useChat` initial messages.
  */
-export function useAiChatMessagesQuery(chatId: string | undefined) {
+export function useAiChatMessagesQuery(
+  chatId: string | undefined,
+  enabled: boolean = true,
+) {
   const query = useInfiniteQuery({
     queryKey: AI_CHAT_MESSAGES_RQ_KEY(chatId ?? ""),
     queryFn: ({ pageParam }) =>
       getAiChatMessages({ chatId: chatId as string, cursor: pageParam }),
     initialPageParam: undefined as string | undefined,
     getNextPageParam: (lastPage) =>
-      lastPage.meta.hasNextPage ? (lastPage.meta.nextCursor ?? undefined) : undefined,
-    enabled: !!chatId,
+      lastPage.meta.hasNextPage
+        ? (lastPage.meta.nextCursor ?? undefined)
+        : undefined,
+    enabled: !!chatId && enabled,
   });
 
   // useInfiniteQuery only fetches the first page on its own. The hook's contract
@@ -131,6 +147,34 @@ export function useAiChatMessagesQuery(chatId: string | undefined) {
   };
 }
 
+/**
+ * Reconnect to a chat's latest agent run and LIVE-FOLLOW it (#184). While the run
+ * is active the query re-polls every {@link runPollInterval} ms (driven off the
+ * fetched `run.status`, the same status-keyed refetchInterval pattern as the
+ * embeddings reindex polling); once the run reaches a terminal status — or there
+ * is no run — the interval returns `false` and polling stops on its own. Polling
+ * is thus naturally bounded by the run terminating; no separate timeout cap.
+ *
+ * `enabled` gates the whole thing: callers pass `false` when the autonomous-runs
+ * feature is off (the endpoint is NOT flag-gated server-side, but with the feature
+ * off the chat has no runs, so polling would only ever return `{ run: null }`) OR
+ * when THIS tab is the one actively streaming the run (the live SSE owns the view,
+ * so we must not also poll/merge). The global `retry: false` means a failed fetch
+ * leaves `data` undefined, so refetchInterval(undefined run) returns false — a
+ * failed fetch can never spin a tight loop.
+ */
+export function useAiChatRunQuery(
+  chatId: string | undefined,
+  enabled: boolean,
+) {
+  return useQuery<IAiChatRunResponse, Error>({
+    queryKey: AI_CHAT_RUN_RQ_KEY(chatId ?? ""),
+    queryFn: () => getAiChatRun(chatId as string),
+    enabled: !!chatId && enabled,
+    refetchInterval: (query) => runPollInterval(query.state.data?.run),
+  });
+}
+
 export function useRenameAiChatMutation() {
   const queryClient = useQueryClient();
   const { t } = useTranslation();
@@ -272,6 +316,29 @@ export function useAiRoleCatalogBundleQuery(
   });
 }
 
+/**
+ * Eagerly open EVERY listed bundle's content in parallel for one language. The
+ * redesigned catalog shows each bundle's status summary in its COLLAPSED header,
+ * which needs every role's install state up front — so contents can no longer be
+ * lazy-loaded on expand. The catalog is small, so a fan-out of `useQueries` (one
+ * cached read per bundle, sharing the same cache keys as
+ * `useAiRoleCatalogBundleQuery`) is cheap. Gated by `enabled` (modal open + a
+ * resolved language) so nothing fetches while the modal is closed.
+ */
+export function useAiRoleCatalogBundlesQueries(
+  bundleIds: string[],
+  language: string,
+  enabled: boolean,
+) {
+  return useQueries({
+    queries: bundleIds.map((bundleId) => ({
+      queryKey: AI_ROLE_CATALOG_BUNDLE_RQ_KEY(bundleId, language),
+      queryFn: () => getAiRoleCatalogBundle(bundleId, language),
+      enabled: enabled && !!language,
+    })),
+  });
+}
+
 export function useImportAiRolesFromCatalogMutation() {
   const queryClient = useQueryClient();
   const { t } = useTranslation();
@@ -280,11 +347,14 @@ export function useImportAiRolesFromCatalogMutation() {
     mutationFn: (payload) => importAiRolesFromCatalog(payload),
     onSuccess: (result) => {
       notifications.show({
-        message: t("Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}", {
-          created: result.created,
-          renamed: result.renamed,
-          skipped: result.skipped,
-        }),
+        message: t(
+          "Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}",
+          {
+            created: result.created,
+            renamed: result.renamed,
+            skipped: result.skipped,
+          },
+        ),
       });
       // Surface partial failures (e.g. unique-name races) as a red warning.
       if (result.errors.length > 0) {

apps/client/src/features/ai-chat/queries/ai-chat-run-query.test.tsx

@@ -0,0 +1,92 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import React from "react";
+import { renderHook, waitFor } from "@testing-library/react";
+import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
+import type { IAiChatRunResponse } from "@/features/ai-chat/types/ai-chat.types.ts";
+
+// react-i18next is pulled in transitively by ai-chat-query.ts (the mutation hooks
+// use it); stub it so the module imports cleanly in this hook test.
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({ t: (key: string) => key }),
+}));
+
+vi.mock("@mantine/notifications", () => ({
+  notifications: { show: vi.fn() },
+}));
+
+// Mock the whole service module; only getAiChatRun is exercised here, but the
+// other named exports must exist so ai-chat-query.ts imports resolve.
+vi.mock("@/features/ai-chat/services/ai-chat-service.ts", () => ({
+  getAiChatRun: vi.fn(),
+  getAiChatMessages: vi.fn(),
+  getAiChats: vi.fn(),
+  getAiRoleCatalog: vi.fn(),
+  getAiRoleCatalogBundle: vi.fn(),
+  getAiRoles: vi.fn(),
+  importAiRolesFromCatalog: vi.fn(),
+  createAiRole: vi.fn(),
+  deleteAiChat: vi.fn(),
+  deleteAiRole: vi.fn(),
+  renameAiChat: vi.fn(),
+  updateAiRole: vi.fn(),
+  updateAiRoleFromCatalog: vi.fn(),
+}));
+
+import { getAiChatRun } from "@/features/ai-chat/services/ai-chat-service.ts";
+import { useAiChatRunQuery } from "@/features/ai-chat/queries/ai-chat-query.ts";
+
+function createWrapper() {
+  const queryClient = new QueryClient({
+    defaultOptions: { queries: { retry: false } },
+  });
+  return function Wrapper({ children }: { children: React.ReactNode }) {
+    return (
+      <QueryClientProvider client={queryClient}>{children}</QueryClientProvider>
+    );
+  };
+}
+
+const runningResponse: IAiChatRunResponse = {
+  run: { id: "run-1", chatId: "c1", status: "running" },
+  message: {
+    id: "a1",
+    role: "assistant",
+    content: "working...",
+    createdAt: "2026-01-01T00:00:00Z",
+  },
+};
+
+describe("useAiChatRunQuery — enable gating", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it("fetches the run when enabled (passive observer, feature on)", async () => {
+    vi.mocked(getAiChatRun).mockResolvedValue(runningResponse);
+    const { result } = renderHook(() => useAiChatRunQuery("c1", true), {
+      wrapper: createWrapper(),
+    });
+    await waitFor(() => expect(result.current.isSuccess).toBe(true));
+    expect(getAiChatRun).toHaveBeenCalledWith("c1");
+    expect(result.current.data?.run?.status).toBe("running");
+  });
+
+  it("does NOT fetch when disabled (this tab is the streamer / feature off)", async () => {
+    vi.mocked(getAiChatRun).mockResolvedValue(runningResponse);
+    renderHook(() => useAiChatRunQuery("c1", false), {
+      wrapper: createWrapper(),
+    });
+    // Give any errant fetch a chance to fire, then assert none did.
+    await new Promise((r) => setTimeout(r, 20));
+    expect(getAiChatRun).not.toHaveBeenCalled();
+  });
+
+  it("does NOT fetch when there is no chat id", async () => {
+    vi.mocked(getAiChatRun).mockResolvedValue(runningResponse);
+    renderHook(() => useAiChatRunQuery(undefined, true), {
+      wrapper: createWrapper(),
+    });
+    await new Promise((r) => setTimeout(r, 20));
+    expect(getAiChatRun).not.toHaveBeenCalled();
+  });
+});

apps/client/src/features/ai-chat/queries/import-from-catalog-message.test.tsx

@@ -77,7 +77,14 @@ describe("useImportAiRolesFromCatalogMutation — success notifications", () =>
   });
 
   it("errors:[] -> only the summary notification (counts interpolated)", async () => {
-    await runMutation({ created: 3, renamed: 1, skipped: 2, errors: [] });
+    await runMutation({
+      created: 3,
+      renamed: 1,
+      skipped: 2,
+      errors: [],
+      createdRoles: [],
+      skippedRoles: [],
+    });
     expect(notificationsShowMock).toHaveBeenCalledTimes(1);
     expect(notificationsShowMock).toHaveBeenCalledWith({
       message: "Imported 3, renamed 1, skipped 2",
@@ -93,6 +100,8 @@ describe("useImportAiRolesFromCatalogMutation — success notifications", () =>
         { slug: "a", message: "name taken" },
         { slug: "b", message: "name taken" },
       ],
+      createdRoles: [{ slug: "ok", name: "Ok" }],
+      skippedRoles: [],
     });
     expect(notificationsShowMock).toHaveBeenCalledTimes(2);
     expect(notificationsShowMock).toHaveBeenNthCalledWith(1, {

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

@@ -5,6 +5,7 @@ import {
   IAiChatListParams,
   IAiChatMessageRow,
   IAiChatMessagesParams,
+  IAiChatRunResponse,
   IAiRole,
   IAiRoleCatalog,
   IAiRoleCatalogBundle,
@@ -42,6 +43,38 @@ export async function getAiChatMessages(
   return req.data;
 }
 
+/**
+ * Reconnect to the latest agent run of a chat (#184). Returns the run's
+ * persisted lifecycle state and the assistant message it materializes (the
+ * partial output while the run is in-flight, the final output once it finished).
+ * The DB is the source of truth, so this works for an in-flight run (the browser
+ * dropped, the run kept going) and a finished one alike; `{ run: null }` when the
+ * chat has never had a run. Owner-gated server-side (the requesting user must own
+ * the chat); it is NOT flag-gated — when the feature is off the chat simply has no
+ * runs, so the endpoint returns `{ run: null }`.
+ */
+export async function getAiChatRun(
+  chatId: string,
+): Promise<IAiChatRunResponse> {
+  const req = await api.post<IAiChatRunResponse>("/ai-chat/run", { chatId });
+  return req.data;
+}
+
+/**
+ * Explicitly STOP the active agent run of a chat (#184). This is the ONLY thing
+ * that ends a DETACHED run — a mere browser disconnect (aborting the local SSE)
+ * is deliberately ignored server-side, so the client must call this to actually
+ * stop an autonomous run. Targeted by `chatId` (the server resolves whatever run
+ * is active on it); owner-gated server-side. Returns `{ stopped }` — false when
+ * there was nothing active to stop.
+ */
+export async function stopRun(
+  chatId: string,
+): Promise<{ stopped: boolean }> {
+  const req = await api.post<{ stopped: boolean }>("/ai-chat/stop", { chatId });
+  return req.data;
+}
+
 /**
  * Resolve the chat bound to a document (the current user's most-recent chat
  * created on that page), or null when there is none. Drives auto-open-on-page.

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

@@ -108,12 +108,25 @@ export interface IAiRoleImportPayload {
   conflict: "skip" | "rename";
 }
 
-/** Import result counts (mirrors `importFromCatalog()`). */
+/**
+ * Import result (mirrors `importFromCatalog()`). The counters (`created`,
+ * `skipped`, `renamed`) drive the summary notification; the per-role lists
+ * (`createdRoles`, `skippedRoles`) drive the redesigned catalog modal's inline
+ * result plaque — which roles were installed (and any rename) and which were
+ * skipped and why (so the plaque can name the conflicting role and offer
+ * "Rename & install").
+ */
 export interface IAiRoleImportResult {
   created: number;
   skipped: number;
   renamed: number;
   errors: { slug: string; message: string }[];
+  createdRoles: { slug: string; name: string; renamedTo?: string }[];
+  skippedRoles: {
+    slug: string;
+    name: string;
+    reason: "name-conflict" | "already-installed";
+  }[];
 }
 
 /**
@@ -200,6 +213,38 @@ export interface IAiChatMessageRow {
   createdAt: string;
 }
 
+/**
+ * A persisted agent-run row (#184), mirroring the `ai_chat_runs` fields the
+ * client reads from `POST /ai-chat/run`. Only `status` is load-bearing for the
+ * reconnect-and-live-update UX (it drives the poll cadence); the rest are carried
+ * for display/diagnostics. The DB is the source of truth, so this resolves for an
+ * in-flight run (the browser dropped, the run kept going) and a finished one.
+ */
+export interface IAiChatRun {
+  id: string;
+  chatId: string;
+  // 'pending' | 'running' | 'succeeded' | 'failed' | 'aborted'. The first two are
+  // ACTIVE (keep polling); the rest are TERMINAL (stop polling).
+  status: "pending" | "running" | "succeeded" | "failed" | "aborted" | string;
+  error?: string | null;
+  stepCount?: number;
+  assistantMessageId?: string | null;
+  startedAt?: string | null;
+  finishedAt?: string | null;
+  createdAt?: string;
+  updatedAt?: string;
+}
+
+/**
+ * Response of `POST /ai-chat/run` (#184): the latest run of a chat and the
+ * assistant message it materializes (the partial/final output, projected from the
+ * persisted rows). Both are `null` when the chat has never had a run.
+ */
+export interface IAiChatRunResponse {
+  run: IAiChatRun | null;
+  message: IAiChatMessageRow | null;
+}
+
 export interface IAiChatListParams extends QueryParams {}
 
 export interface IAiChatMessagesParams {

apps/client/src/features/ai-chat/utils/catalog-bundle-model.test.ts

@@ -0,0 +1,234 @@
+import { describe, it, expect } from "vitest";
+import {
+  bundleCounts,
+  bundlePhase,
+  installedLangForRole,
+  mapBundleRolesToView,
+  mapCatalogRoleToView,
+  nameConflictSlugs,
+  partialOffersRename,
+  type CatalogViewRole,
+} from "./catalog-bundle-model.ts";
+import type {
+  IAiRole,
+  IAiRoleCatalogRole,
+} from "@/features/ai-chat/types/ai-chat.types.ts";
+
+function installedRole(
+  source: { slug: string; language: string; version: number },
+  overrides: Partial<IAiRole> = {},
+): IAiRole {
+  return {
+    id: `role-${source.slug}-${source.language}`,
+    name: source.slug,
+    emoji: null,
+    description: null,
+    enabled: true,
+    autoStart: true,
+    launchMessage: null,
+    source,
+    ...overrides,
+  };
+}
+
+function catalogRole(
+  overrides: Partial<IAiRoleCatalogRole> = {},
+): IAiRoleCatalogRole {
+  return {
+    slug: "writer",
+    emoji: "✍️",
+    name: "Writer",
+    description: "Drafts copy.",
+    instructions: "be a writer",
+    autoStart: true,
+    launchMessage: null,
+    version: 3,
+    ...overrides,
+  };
+}
+
+// Build a minimal view role for bundlePhase tests.
+function viewRole(status: CatalogViewRole["status"]): CatalogViewRole {
+  return { slug: `s-${status}`, name: status, description: "", version: 1, status };
+}
+
+describe("bundlePhase", () => {
+  it("empty bundle -> empty", () => {
+    expect(bundlePhase([])).toBe("empty");
+  });
+
+  it("all importable, none installed -> allNew", () => {
+    expect(bundlePhase([viewRole("import"), viewRole("import")])).toBe(
+      "allNew",
+    );
+  });
+
+  it("nothing to import or update -> allInstalled", () => {
+    expect(bundlePhase([viewRole("installed"), viewRole("installed")])).toBe(
+      "allInstalled",
+    );
+  });
+
+  it("updates present, nothing to import -> updates", () => {
+    expect(bundlePhase([viewRole("update"), viewRole("installed")])).toBe(
+      "updates",
+    );
+  });
+
+  it("import + installed (no updates) -> mixed", () => {
+    expect(bundlePhase([viewRole("import"), viewRole("installed")])).toBe(
+      "mixed",
+    );
+  });
+
+  it("import + update -> mixed", () => {
+    expect(bundlePhase([viewRole("import"), viewRole("update")])).toBe("mixed");
+  });
+
+  it("a skipped role with nothing installed -> mixed (NOT allInstalled)", () => {
+    // F1: a bundle whose only non-installed role was skipped has 0 installed for
+    // it, so the collapsed 'All installed · up to date' header would contradict
+    // the open 'Installed 0 · 1 skipped' plaque. It must be mixed until resolved.
+    expect(bundlePhase([viewRole("skipped")])).toBe("mixed");
+  });
+
+  it("installed + a skipped role -> mixed (partial success is not allInstalled)", () => {
+    expect(bundlePhase([viewRole("installed"), viewRole("skipped")])).toBe(
+      "mixed",
+    );
+  });
+});
+
+describe("bundleCounts", () => {
+  it("tallies each status once", () => {
+    expect(
+      bundleCounts([
+        viewRole("import"),
+        viewRole("import"),
+        viewRole("installed"),
+        viewRole("update"),
+        viewRole("skipped"),
+      ]),
+    ).toEqual({ importable: 2, installed: 1, update: 1, skipped: 1 });
+  });
+});
+
+describe("nameConflictSlugs / partialOffersRename (reason -> action)", () => {
+  it("only name-conflict skips become the transient overlay / offer rename", () => {
+    const skipped = [
+      { slug: "writer", name: "Writer", reason: "name-conflict" as const },
+      { slug: "editor", name: "Editor", reason: "already-installed" as const },
+    ];
+    expect(nameConflictSlugs(skipped)).toEqual(["writer"]);
+    expect(partialOffersRename(skipped)).toBe(true);
+  });
+
+  it("an already-installed-only skip is informational: no overlay, no rename", () => {
+    const skipped = [
+      { slug: "editor", name: "Editor", reason: "already-installed" as const },
+    ];
+    expect(nameConflictSlugs(skipped)).toEqual([]);
+    expect(partialOffersRename(skipped)).toBe(false);
+  });
+});
+
+describe("installedLangForRole", () => {
+  it("returns the other language when the same slug is installed elsewhere", () => {
+    const roles = [installedRole({ slug: "writer", language: "ru", version: 2 })];
+    expect(installedLangForRole("writer", roles, "en")).toBe("ru");
+  });
+
+  it("returns undefined when the same slug is installed in the SAME language", () => {
+    const roles = [installedRole({ slug: "writer", language: "en", version: 2 })];
+    expect(installedLangForRole("writer", roles, "en")).toBeUndefined();
+  });
+
+  it("returns undefined when no install of the slug exists", () => {
+    expect(installedLangForRole("writer", [], "en")).toBeUndefined();
+  });
+
+  it("ignores manually-created roles (no source)", () => {
+    const roles = [
+      installedRole({ slug: "writer", language: "ru", version: 2 }, {
+        source: null,
+      }),
+    ];
+    expect(installedLangForRole("writer", roles, "en")).toBeUndefined();
+  });
+});
+
+describe("mapCatalogRoleToView", () => {
+  it("no install -> import status, catalog version, emoji preserved", () => {
+    const view = mapCatalogRoleToView(catalogRole(), [], "en");
+    expect(view).toMatchObject({
+      slug: "writer",
+      emoji: "✍️",
+      name: "Writer",
+      description: "Drafts copy.",
+      status: "import",
+      version: 3,
+    });
+    expect(view.installedRoleId).toBeUndefined();
+    expect(view.installedLang).toBeUndefined();
+  });
+
+  it("import with the slug installed in another language -> installedLang set", () => {
+    const roles = [installedRole({ slug: "writer", language: "ru", version: 9 })];
+    const view = mapCatalogRoleToView(catalogRole(), roles, "en");
+    expect(view.status).toBe("import");
+    expect(view.installedLang).toBe("ru");
+  });
+
+  it("installed (up to date) -> installed status, catalog version, installedRoleId", () => {
+    const installed = installedRole({
+      slug: "writer",
+      language: "en",
+      version: 3,
+    });
+    const view = mapCatalogRoleToView(catalogRole(), [installed], "en");
+    expect(view).toMatchObject({
+      status: "installed",
+      version: 3,
+      installedRoleId: installed.id,
+    });
+  });
+
+  it("update -> version=from, newVersion=to, installedRoleId", () => {
+    const installed = installedRole({
+      slug: "writer",
+      language: "en",
+      version: 1,
+    });
+    const view = mapCatalogRoleToView(catalogRole(), [installed], "en");
+    expect(view).toMatchObject({
+      status: "update",
+      version: 1,
+      newVersion: 3,
+      installedRoleId: installed.id,
+    });
+  });
+
+  it("missing emoji -> emoji undefined; null description -> empty string", () => {
+    const view = mapCatalogRoleToView(
+      catalogRole({ emoji: null, description: null }),
+      [],
+      "en",
+    );
+    expect(view.emoji).toBeUndefined();
+    expect(view.description).toBe("");
+  });
+});
+
+describe("mapBundleRolesToView", () => {
+  it("maps a bundle's roles preserving order", () => {
+    const roles = [
+      catalogRole({ slug: "a", name: "A", version: 1 }),
+      catalogRole({ slug: "b", name: "B", version: 1 }),
+    ];
+    const installed = [installedRole({ slug: "a", language: "en", version: 1 })];
+    const view = mapBundleRolesToView(roles, installed, "en");
+    expect(view.map((r) => r.slug)).toEqual(["a", "b"]);
+    expect(view[0].status).toBe("installed");
+    expect(view[1].status).toBe("import");
+  });
+});

apps/client/src/features/ai-chat/utils/catalog-bundle-model.ts

@@ -0,0 +1,206 @@
+import type {
+  IAiRole,
+  IAiRoleCatalogRole,
+} from "@/features/ai-chat/types/ai-chat.types.ts";
+import { catalogRoleInstallState } from "@/features/ai-chat/utils/catalog-role-install-state.ts";
+
+/**
+ * The redesigned catalog modal renders bundles as cards with a summary status
+ * (readable without expanding) and a single primary action. The per-role and
+ * per-bundle view model that drives that UI is derived here as PURE functions so
+ * the mapping, the "installed in another language" hint, and the bundle-phase
+ * computation are unit-testable without mounting the component (mirrors the
+ * `catalogRoleInstallState` precedent).
+ */
+
+/**
+ * A role's status in the catalog view model.
+ *  - `import`    — not installed in the current content language.
+ *  - `installed` — installed and up to date.
+ *  - `update`    — installed, but the catalog ships a newer version.
+ *  - `skipped`   — TRANSIENT client-only status set after a conflicted import
+ *                  (a name collision under `conflict:'skip'`); never from the
+ *                  backend.
+ */
+export type RoleStatus = "import" | "installed" | "update" | "skipped";
+
+/** A catalog role mapped into the modal's view model. */
+export interface CatalogViewRole {
+  // Slug is the stable identity within a bundle; used as the row key and as the
+  // `slugs[]` payload for import.
+  slug: string;
+  // Optional in the catalog — the row reserves space and renders nothing when
+  // absent.
+  emoji?: string;
+  name: string;
+  description: string;
+  // For `installed`/`import`: the catalog version. For `update`: the installed
+  // (from) version, with `newVersion` holding the catalog (to) version.
+  version: number;
+  newVersion?: number;
+  status: RoleStatus;
+  // The language a same-slug role is installed under, when it differs from the
+  // current content language (drives the Р5 hint). Only set for `import` roles.
+  installedLang?: string;
+  // The workspace role id, present for `installed`/`update` — needed to call the
+  // update-from-catalog mutation.
+  installedRoleId?: string;
+}
+
+/**
+ * The summary phase of a bundle, derived from its roles' statuses. Determines
+ * the collapsed-header summary and the bundle's single primary action.
+ *  - `empty`        — the bundle has no roles.
+ *  - `allNew`       — everything is importable, nothing installed.
+ *  - `allInstalled` — everything installed & up to date; nothing else pending.
+ *  - `updates`      — updates available and nothing left to import.
+ *  - `mixed`        — any other combination.
+ */
+export type BundlePhase =
+  | "empty"
+  | "allNew"
+  | "allInstalled"
+  | "updates"
+  | "mixed";
+
+/** Per-status tallies for a bundle's roles (the single source of truth). */
+export interface BundleCounts {
+  importable: number;
+  installed: number;
+  update: number;
+  skipped: number;
+}
+
+/**
+ * Count a bundle's roles by status ONCE. Both `bundlePhase` and the panel derive
+ * from this, so the tally logic lives in exactly one place (no rescans / drift).
+ */
+export function bundleCounts(roles: CatalogViewRole[]): BundleCounts {
+  const counts: BundleCounts = {
+    importable: 0,
+    installed: 0,
+    update: 0,
+    skipped: 0,
+  };
+  for (const r of roles) {
+    if (r.status === "import") counts.importable += 1;
+    else if (r.status === "installed") counts.installed += 1;
+    else if (r.status === "update") counts.update += 1;
+    else if (r.status === "skipped") counts.skipped += 1;
+  }
+  return counts;
+}
+
+export function bundlePhase(roles: CatalogViewRole[]): BundlePhase {
+  if (roles.length === 0) return "empty";
+  const { importable, installed, update, skipped } = bundleCounts(roles);
+  // A `skipped` role is a pending post-import conflict (0 installed for it), so a
+  // bundle that has ANY skipped role is NOT "all installed & up to date" — that
+  // would make the collapsed green "up to date" header contradict the open
+  // panel's "Installed 0 · 1 skipped" plaque. It is `mixed` until resolved.
+  if (importable === 0 && update === 0 && skipped === 0) return "allInstalled";
+  if (update > 0 && importable === 0 && skipped === 0) return "updates";
+  if (importable > 0 && installed === 0 && update === 0 && skipped === 0)
+    return "allNew";
+  return "mixed";
+}
+
+/**
+ * The subset of a skip result that should be shown as a TRANSIENT `skipped`
+ * overlay in the bundle (so the row offers a re-import path). Only NAME-CONFLICT
+ * skips qualify: an `already-installed` skip (a concurrent-import race) has
+ * nothing to act on — re-importing the same slug would just skip again — so it
+ * must NOT be overlaid (else the row shows a misleading "Rename & install" that
+ * self-heals into a false "installed"). Pure so both reason branches are tested.
+ */
+export function nameConflictSlugs(
+  skipped: { slug: string; reason: "name-conflict" | "already-installed" }[],
+): string[] {
+  return skipped
+    .filter((s) => s.reason === "name-conflict")
+    .map((s) => s.slug);
+}
+
+/**
+ * Whether a partial-import result should offer the "Rename & install" action:
+ * only when at least one skip is a name conflict (renameable). An
+ * `already-installed`-only partial is informational.
+ */
+export function partialOffersRename(
+  skipped: { reason: "name-conflict" | "already-installed" }[],
+): boolean {
+  return skipped.some((s) => s.reason === "name-conflict");
+}
+
+/**
+ * For a role NOT installed in the current `language`, find a workspace role with
+ * the same catalog `slug` installed under a DIFFERENT language, and return that
+ * language. Drives the "installed in another language" hint (Р5): a different
+ * language of the same slug is a separate install and appears as `import`.
+ */
+export function installedLangForRole(
+  slug: string,
+  workspaceRoles: IAiRole[],
+  language: string,
+): string | undefined {
+  const other = workspaceRoles.find(
+    (r) =>
+      r.source?.slug === slug &&
+      !!r.source?.language &&
+      r.source.language !== language,
+  );
+  return other?.source?.language;
+}
+
+/**
+ * Map one catalog role to the view model, computing its install status against
+ * the workspace roles (via `catalogRoleInstallState`) and, for importable roles,
+ * the other-language hint.
+ */
+export function mapCatalogRoleToView(
+  role: IAiRoleCatalogRole,
+  workspaceRoles: IAiRole[],
+  language: string,
+): CatalogViewRole {
+  const state = catalogRoleInstallState(role, workspaceRoles, language);
+  const base = {
+    slug: role.slug,
+    emoji: role.emoji ?? undefined,
+    name: role.name,
+    description: role.description ?? "",
+  };
+  if (state.state === "update") {
+    return {
+      ...base,
+      status: "update",
+      version: state.fromVersion,
+      newVersion: state.toVersion,
+      installedRoleId: state.installed.id,
+    };
+  }
+  if (state.state === "installed") {
+    return {
+      ...base,
+      status: "installed",
+      version: role.version,
+      installedRoleId: state.installed.id,
+    };
+  }
+  return {
+    ...base,
+    status: "import",
+    version: role.version,
+    installedLang: installedLangForRole(role.slug, workspaceRoles, language),
+  };
+}
+
+/**
+ * Map a whole bundle's catalog roles to the view model, preserving order.
+ */
+export function mapBundleRolesToView(
+  roles: IAiRoleCatalogRole[],
+  workspaceRoles: IAiRole[],
+  language: string,
+): CatalogViewRole[] {
+  return roles.map((r) => mapCatalogRoleToView(r, workspaceRoles, language));
+}

apps/client/src/features/ai-chat/utils/run-polling.test.ts

@@ -0,0 +1,303 @@
+import { describe, it, expect } from "vitest";
+import type { UIMessage } from "@ai-sdk/react";
+import type { IAiChatRun } from "@/features/ai-chat/types/ai-chat.types.ts";
+import {
+  RUN_POLL_INTERVAL_MS,
+  isRunActive,
+  runPollInterval,
+  shouldObserveRun,
+  shouldClearStoppingLatch,
+  shouldClearLatchOnQueryError,
+  mergeObservedMessage,
+} from "./run-polling.ts";
+
+function makeRun(status: string): IAiChatRun {
+  return { id: "run-1", chatId: "c1", status };
+}
+
+function makeMsg(id: string, text: string): UIMessage {
+  return {
+    id,
+    role: "assistant",
+    parts: [{ type: "text", text }],
+  } as UIMessage;
+}
+
+describe("isRunActive", () => {
+  it("treats pending and running as active", () => {
+    expect(isRunActive(makeRun("pending"))).toBe(true);
+    expect(isRunActive(makeRun("running"))).toBe(true);
+  });
+
+  it("treats terminal / unknown / nullish as not active", () => {
+    expect(isRunActive(makeRun("succeeded"))).toBe(false);
+    expect(isRunActive(makeRun("failed"))).toBe(false);
+    expect(isRunActive(makeRun("aborted"))).toBe(false);
+    expect(isRunActive(makeRun("weird-future-status"))).toBe(false);
+    expect(isRunActive(null)).toBe(false);
+    expect(isRunActive(undefined)).toBe(false);
+  });
+});
+
+describe("runPollInterval (the refetchInterval helper)", () => {
+  it("returns 2000ms while the run is pending/running", () => {
+    expect(runPollInterval(makeRun("pending"))).toBe(RUN_POLL_INTERVAL_MS);
+    expect(runPollInterval(makeRun("running"))).toBe(RUN_POLL_INTERVAL_MS);
+    expect(RUN_POLL_INTERVAL_MS).toBe(2000);
+  });
+
+  it("returns false (stop polling) once the run is terminal", () => {
+    expect(runPollInterval(makeRun("succeeded"))).toBe(false);
+    expect(runPollInterval(makeRun("failed"))).toBe(false);
+    expect(runPollInterval(makeRun("aborted"))).toBe(false);
+  });
+
+  it("returns false (no polling) when there is no run", () => {
+    expect(runPollInterval(null)).toBe(false);
+    expect(runPollInterval(undefined)).toBe(false);
+  });
+});
+
+describe("shouldObserveRun (observer-vs-streamer decision)", () => {
+  it("observes an active run when this tab is NOT the local streamer", () => {
+    expect(shouldObserveRun(makeRun("running"), false)).toBe(true);
+    expect(shouldObserveRun(makeRun("pending"), false)).toBe(true);
+  });
+
+  it("observes a terminal run too (so the final output shows on reopen)", () => {
+    expect(shouldObserveRun(makeRun("succeeded"), false)).toBe(true);
+  });
+
+  it("does NOT observe when this tab IS the streamer (no double-render)", () => {
+    expect(shouldObserveRun(makeRun("running"), true)).toBe(false);
+    expect(shouldObserveRun(makeRun("succeeded"), true)).toBe(false);
+  });
+
+  it("does NOT observe when there is no run", () => {
+    expect(shouldObserveRun(null, false)).toBe(false);
+    expect(shouldObserveRun(undefined, false)).toBe(false);
+  });
+});
+
+describe("shouldClearStoppingLatch (#234 latch-release decision)", () => {
+  // The one case the latch SHOULD clear: we requested a stop, we are the passive
+  // observer (not streaming), and the CURRENT run is terminal.
+  it("clears only when stopping, observing, and the run is terminal", () => {
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("aborted"),
+        isLocalStreaming: false,
+      }),
+    ).toBe(true);
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("succeeded"),
+        isLocalStreaming: false,
+      }),
+    ).toBe(true);
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("failed"),
+        isLocalStreaming: false,
+      }),
+    ).toBe(true);
+  });
+
+  // Round-3 regression: clearing while THIS tab is still the local streamer would
+  // re-open the flash for the current turn the moment we switch to observer role.
+  // A predicate lacking the streaming gate would (wrongly) return true here.
+  it("does NOT clear while this tab is the local streamer", () => {
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("aborted"),
+        isLocalStreaming: true,
+      }),
+    ).toBe(false);
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("succeeded"),
+        isLocalStreaming: true,
+      }),
+    ).toBe(false);
+  });
+
+  // The detached run keeps growing after a local abort — while it is still
+  // active the latch MUST hold so the observer merge stays suppressed.
+  it("does NOT clear while the run is still active", () => {
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("running"),
+        isLocalStreaming: false,
+      }),
+    ).toBe(false);
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: makeRun("pending"),
+        isLocalStreaming: false,
+      }),
+    ).toBe(false);
+  });
+
+  // #234 F4: on Stop the stale PREVIOUS-turn run is removed from the cache, so the
+  // observed `run` is null until the current turn's run is fetched fresh. A null
+  // run HOLDS the latch — it can never clear against the just-removed stale run,
+  // only against the current turn's own terminal run once observed.
+  it("does NOT clear against a removed/absent run (F4 stale-run guard)", () => {
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: null,
+        isLocalStreaming: false,
+      }),
+    ).toBe(false);
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: true,
+        run: undefined,
+        isLocalStreaming: false,
+      }),
+    ).toBe(false);
+  });
+
+  it("does NOT clear when no stop was requested", () => {
+    expect(
+      shouldClearStoppingLatch({
+        stoppingRun: false,
+        run: makeRun("aborted"),
+        isLocalStreaming: false,
+      }),
+    ).toBe(false);
+  });
+});
+
+describe("shouldClearLatchOnQueryError (#234 F7 error-safety-net decision)", () => {
+  // This guards the REAL anti-flash decision the component's run-query-error
+  // safety-net effect uses (ai-chat-window.tsx wires the effect to THIS helper,
+  // not a copy — so the test is non-vacuous vs the live code).
+
+  // (b) The F7 hole: a TRANSIENT run-query error while `run` is STILL ACTIVE must
+  // NOT clear the latch. TanStack Query v5 retains `data` on error, so
+  // runQueryFailed can be true while the held run is still pending/running.
+  // Against the PRE-F7 condition (without `!isRunActive(run)`) this would return
+  // true — so this assertion fails on the buggy code (non-vacuous).
+  it("does NOT clear on a transient error while the run is still ACTIVE (F7)", () => {
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: false,
+        runQueryFailed: true,
+        run: makeRun("running"),
+      }),
+    ).toBe(false);
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: false,
+        runQueryFailed: true,
+        run: makeRun("pending"),
+      }),
+    ).toBe(false);
+  });
+
+  // (a) The genuine permanent-null-freeze: run cache cleared by removeQueries +
+  // the refetch keeps ERRORING, so `run === null`. This is the ONLY case the
+  // safety-net exists to cure — it MUST clear so the frozen view resumes.
+  it("clears on a permanent error when the run is null (permanent-null-freeze)", () => {
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: false,
+        runQueryFailed: true,
+        run: null,
+      }),
+    ).toBe(true);
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: false,
+        runQueryFailed: true,
+        run: undefined,
+      }),
+    ).toBe(true);
+  });
+
+  // A TERMINAL run also satisfies `!isRunActive`; clearing then is harmless — the
+  // terminal effect (shouldClearStoppingLatch) already clears for a terminal run,
+  // so this only ever agrees with it. Asserted so the (c) reasoning is pinned.
+  it("clears on an error when the run is terminal (harmless, agrees with terminal effect)", () => {
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: false,
+        runQueryFailed: true,
+        run: makeRun("aborted"),
+      }),
+    ).toBe(true);
+  });
+
+  it("does NOT clear without an actual query error", () => {
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: false,
+        runQueryFailed: false,
+        run: null,
+      }),
+    ).toBe(false);
+  });
+
+  it("does NOT clear while this tab is the local streamer", () => {
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: true,
+        isLocalStreaming: true,
+        runQueryFailed: true,
+        run: null,
+      }),
+    ).toBe(false);
+  });
+
+  it("does NOT clear when no stop was requested", () => {
+    expect(
+      shouldClearLatchOnQueryError({
+        stoppingRun: false,
+        isLocalStreaming: false,
+        runQueryFailed: true,
+        run: null,
+      }),
+    ).toBe(false);
+  });
+});
+
+describe("mergeObservedMessage", () => {
+  it("replaces the message with the same id in place (per-step growth)", () => {
+    const prev = [makeMsg("u1", "hi"), makeMsg("a1", "step 1")];
+    const observed = makeMsg("a1", "step 1\nstep 2");
+    const next = mergeObservedMessage(prev, observed);
+    expect(next).toHaveLength(2);
+    expect(next[1]).toBe(observed);
+    expect(next[0]).toBe(prev[0]); // untouched
+    expect(next).not.toBe(prev); // new array (never mutates input)
+  });
+
+  it("appends when the observed message is not yet present", () => {
+    const prev = [makeMsg("u1", "hi")];
+    const observed = makeMsg("a1", "first token");
+    const next = mergeObservedMessage(prev, observed);
+    expect(next).toHaveLength(2);
+    expect(next[1]).toBe(observed);
+  });
+
+  it("returns the original list unchanged when there is nothing to merge", () => {
+    const prev = [makeMsg("u1", "hi")];
+    expect(mergeObservedMessage(prev, null)).toBe(prev);
+    expect(mergeObservedMessage(prev, undefined)).toBe(prev);
+  });
+});

apps/client/src/features/ai-chat/utils/run-polling.ts

@@ -0,0 +1,151 @@
+import type { UIMessage } from "@ai-sdk/react";
+import type { IAiChatRun } from "@/features/ai-chat/types/ai-chat.types.ts";
+
+/**
+ * Reconnect-and-live-follow helpers (#184). When a chat is reopened while its
+ * agent run is STILL going, this tab is a PASSIVE OBSERVER: it did not start the
+ * run here (no local SSE stream), so it catches up by POLLING the reconnect
+ * endpoint (`POST /ai-chat/run`) and merging the run's incrementally-persisted
+ * assistant message into the rendered thread. These are the small pure decisions
+ * that machinery hangs off, extracted so they can be unit-tested in isolation
+ * (mirrors how reindex polling / editor-sync-state are tested).
+ */
+
+/** How often to re-poll the reconnect endpoint while a run is ACTIVE. */
+export const RUN_POLL_INTERVAL_MS = 2000;
+
+// 'pending' and 'running' are the two ACTIVE statuses; 'succeeded' | 'failed' |
+// 'aborted' are TERMINAL (and any unknown future status is treated as terminal,
+// so a stale/odd value never polls forever).
+const ACTIVE_STATUSES = new Set(["pending", "running"]);
+
+/** Whether a run is still going (worth polling / merging live updates from). */
+export function isRunActive(run: IAiChatRun | null | undefined): boolean {
+  return !!run && ACTIVE_STATUSES.has(run.status);
+}
+
+/**
+ * The TanStack Query `refetchInterval` value for the run query: poll every
+ * {@link RUN_POLL_INTERVAL_MS} while the run is active, and `false` (stop) once
+ * it is terminal or there is no run. Polling is thus naturally bounded by the run
+ * reaching a terminal status — no separate timeout cap is needed.
+ */
+export function runPollInterval(
+  run: IAiChatRun | null | undefined,
+): number | false {
+  return isRunActive(run) ? RUN_POLL_INTERVAL_MS : false;
+}
+
+/**
+ * Observer-vs-streamer decision. We render the polled run message (catch up +
+ * keep advancing) ONLY when this tab is a passive observer: there IS a run AND
+ * this tab is NOT the one locally streaming it (we reconnected, we didn't start
+ * it here). When this tab is the streamer, the live SSE stream owns the view, so
+ * we neither poll nor merge — avoiding a double-render fight. Terminal runs still
+ * merge (so the final persisted output is shown on reopen); the poll itself is
+ * stopped separately by {@link runPollInterval}.
+ */
+export function shouldObserveRun(
+  run: IAiChatRun | null | undefined,
+  localStreaming: boolean,
+): boolean {
+  return !!run && !localStreaming;
+}
+
+/**
+ * Should the "stopping" latch — which suppresses the observer re-stream flash
+ * after the user pressed Stop — be RELEASED now? All three must hold:
+ *  - `stoppingRun`: we actually requested a stop (otherwise nothing to release);
+ *  - `!isLocalStreaming`: this tab is NOT the local streamer. While we are the
+ *    streamer the run query is disabled, so the observed `run` is not the run we
+ *    are following — releasing the latch then would re-open the flash for the
+ *    current turn the instant we switch to observer role;
+ *  - the observed `run` EXISTS and has reached a TERMINAL status.
+ *
+ * The null / still-active `run` case is the #234 F4 invariant. On Stop the stale
+ * PREVIOUS-turn run is removed from the query cache (`removeQueries`), so `run`
+ * is null until the CURRENT turn's run is re-fetched fresh; a null or active run
+ * therefore HOLDS the latch, so it can only ever clear against the current turn's
+ * OWN terminal run — never a stale cached one. (The cache removal itself is
+ * integration-level in AiChatWindow; this predicate encodes the decision given
+ * whatever run is currently observed, and a stale terminal run is
+ * indistinguishable from a current terminal run at the predicate level — hence
+ * the cache removal is what guarantees only the current run is ever passed here.)
+ */
+export function shouldClearStoppingLatch(args: {
+  stoppingRun: boolean;
+  run: IAiChatRun | null | undefined;
+  isLocalStreaming: boolean;
+}): boolean {
+  const { stoppingRun, run, isLocalStreaming } = args;
+  if (!stoppingRun || isLocalStreaming) return false;
+  return !!run && !isRunActive(run);
+}
+
+/**
+ * Should the "stopping" latch be RELEASED by the run-query ERROR safety-net?
+ * (#234 F7 — a NEW path of the same re-stream flash the F4 latch exists to
+ * prevent.) After Stop, `handleServerStop` clears the run cache; the terminal
+ * effect then holds the latch via `if (!run) return` until the CURRENT turn's run
+ * is fetched fresh. If that refetch instead ERRORS permanently, `run` stays null,
+ * its status-keyed refetchInterval is off, and nothing would ever observe a
+ * terminal run — freezing the view with the observer merge suppressed. This
+ * safety-net cures ONLY that genuine permanent-null-freeze.
+ *
+ * All four must hold:
+ *  - `stoppingRun`: we actually requested a stop (otherwise nothing to release);
+ *  - `!isLocalStreaming`: this tab is NOT the local streamer (same reason as
+ *    {@link shouldClearStoppingLatch});
+ *  - `runQueryFailed`: the run query is in its error state (TanStack Query v5 with
+ *    retry:false — isError);
+ *  - `!isRunActive(run)`: the observed `run` is NOT an active (pending/running)
+ *    held run. This is the F7 gate. In TanStack Query v5 the query's `data` is
+ *    RETAINED on error, so `runQueryFailed` can be true while `run` is STILL an
+ *    ACTIVE run (a single transient GET-run failure in the window between Stop and
+ *    settle). Without this gate a transient error would release the latch early —
+ *    re-opening the observer merge and flashing the growing detached run over the
+ *    frozen row (exactly the F4 flash). Gating on the run NOT being active means we
+ *    only ever cure the permanent-null-freeze (`run === null`, so
+ *    `isRunActive(null)` is false), never release against an active run.
+ *
+ * (A terminal `run` also satisfies `!isRunActive(run)`; clearing then is harmless
+ * — the terminal effect's {@link shouldClearStoppingLatch} already clears the
+ * latch for a terminal run, so this only ever agrees with it, never conflicts.)
+ *
+ * INVARIANT (do not break): clearing the latch on the `run === null` branch is safe
+ * ONLY because the run query's `refetchInterval` (see {@link runPollInterval}) stops
+ * polling when the data is empty — so after we clear on null+error there is no
+ * subsequent auto-poll that could return a still-active detached run and re-open the
+ * merge. If `refetchInterval` is ever changed to keep polling on `run === null`/on
+ * error, this null-branch clear would re-open the F7 flash through the null path.
+ * Do not change the run query's refetchInterval without re-checking this path.
+ */
+export function shouldClearLatchOnQueryError(args: {
+  stoppingRun: boolean;
+  isLocalStreaming: boolean;
+  runQueryFailed: boolean;
+  run: IAiChatRun | null | undefined;
+}): boolean {
+  const { stoppingRun, isLocalStreaming, runQueryFailed, run } = args;
+  return (
+    stoppingRun && !isLocalStreaming && runQueryFailed && !isRunActive(run)
+  );
+}
+
+/**
+ * Merge an observed assistant message into the rendered list: replace the message
+ * with the same id in place (the in-progress assistant row is already seeded from
+ * history, so per-step growth replaces it), or append it when absent. Returns a
+ * new array; the input is never mutated.
+ */
+export function mergeObservedMessage(
+  messages: UIMessage[],
+  observed: UIMessage | null | undefined,
+): UIMessage[] {
+  if (!observed) return messages;
+  const idx = messages.findIndex((m) => m.id === observed.id);
+  if (idx === -1) return [...messages, observed];
+  const next = messages.slice();
+  next[idx] = observed;
+  return next;
+}

apps/client/src/features/comment/components/comment-content-view.test.tsx

@@ -0,0 +1,251 @@
+import { describe, it, expect, vi } from "vitest";
+import { render, screen } from "@testing-library/react";
+import { MantineProvider } from "@mantine/core";
+import { MemoryRouter } from "react-router-dom";
+
+// matchMedia (read by MantineProvider) is stubbed globally in vitest.setup.ts.
+
+// The fallback path renders the full TipTap editor; stub it so we can assert the
+// safety valve fired without pulling in the editor stack.
+vi.mock("@/features/comment/components/comment-editor", () => ({
+  default: () => <div data-testid="comment-editor-fallback" />,
+}));
+
+// Mention rendering hits react-query; stub the page/share queries so the mention
+// case renders in isolation.
+vi.mock("@/features/page/queries/page-query.ts", () => ({
+  usePageQuery: () => ({ data: undefined, isLoading: false, isError: false }),
+  usePageMetaQuery: () => ({ data: undefined, isLoading: false, isError: false }),
+}));
+vi.mock("@/features/share/queries/share-query.ts", () => ({
+  useSharePageQuery: () => ({ data: undefined }),
+}));
+
+import { CommentContentView } from "./comment-content-view";
+
+function renderView(content: string | object) {
+  return render(
+    <MantineProvider>
+      <MemoryRouter>
+        <CommentContentView content={content} />
+      </MemoryRouter>
+    </MantineProvider>,
+  );
+}
+
+const doc = (content: any[]) => JSON.stringify({ type: "doc", content });
+const para = (content: any[]) => ({ type: "paragraph", content });
+const text = (t: string, marks?: any[]) => ({ type: "text", text: t, marks });
+
+describe("CommentContentView", () => {
+  it("renders paragraphs as <p> with text", () => {
+    const { container } = renderView(doc([para([text("Hello world")])]));
+    expect(screen.getByText("Hello world")).toBeDefined();
+    expect(container.querySelector("p")).not.toBeNull();
+  });
+
+  it("reproduces the read-only CommentEditor DOM nesting for CSS parity", () => {
+    const { container } = renderView(doc([para([text("x")])]));
+    // outer .commentEditor > .ProseMirror (module) > .ProseMirror (global) > p
+    const globalPm = container.querySelector("div.ProseMirror > p");
+    expect(globalPm).not.toBeNull();
+  });
+
+  it("renders the bold mark as <strong>", () => {
+    const { container } = renderView(
+      doc([para([text("bold", [{ type: "bold" }])])]),
+    );
+    const el = container.querySelector("strong");
+    expect(el?.textContent).toBe("bold");
+  });
+
+  it("renders the italic mark as <em>", () => {
+    const { container } = renderView(
+      doc([para([text("it", [{ type: "italic" }])])]),
+    );
+    expect(container.querySelector("em")?.textContent).toBe("it");
+  });
+
+  it("renders the strike mark as <s>", () => {
+    const { container } = renderView(
+      doc([para([text("st", [{ type: "strike" }])])]),
+    );
+    expect(container.querySelector("s")?.textContent).toBe("st");
+  });
+
+  it("renders the underline mark as <u> (not the editor fallback)", () => {
+    const { container } = renderView(
+      doc([para([text("un", [{ type: "underline" }])])]),
+    );
+    expect(container.querySelector("u")?.textContent).toBe("un");
+    // Underline is a supported mark, so no degrade to the editor fallback.
+    expect(screen.queryByTestId("comment-editor-fallback")).toBeNull();
+  });
+
+  it("renders the code mark as <code>", () => {
+    const { container } = renderView(
+      doc([para([text("co", [{ type: "code" }])])]),
+    );
+    expect(container.querySelector("code")?.textContent).toBe("co");
+  });
+
+  it("renders the link mark as an anchor with safe rel/target", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          text("click", [
+            { type: "link", attrs: { href: "https://example.com" } },
+          ]),
+        ]),
+      ]),
+    );
+    const a = container.querySelector("a");
+    expect(a?.getAttribute("href")).toBe("https://example.com");
+    expect(a?.getAttribute("target")).toBe("_blank");
+    expect(a?.getAttribute("rel")).toBe("noopener noreferrer nofollow");
+    expect(a?.textContent).toBe("click");
+  });
+
+  it("neutralizes a javascript: link href (stored XSS) while keeping the text", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          text("click", [
+            { type: "link", attrs: { href: "javascript:alert(1)" } },
+          ]),
+        ]),
+      ]),
+    );
+    const a = container.querySelector("a");
+    expect(a).not.toBeNull();
+    // No navigable javascript: href — attribute is absent (or empty).
+    expect(a?.getAttribute("href")).toBeFalsy();
+    // The link text is still rendered.
+    expect(a?.textContent).toBe("click");
+  });
+
+  it("neutralizes a control-char-obfuscated javascript: href", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          text("x", [
+            { type: "link", attrs: { href: "java\tscript:alert(1)" } },
+          ]),
+        ]),
+      ]),
+    );
+    expect(container.querySelector("a")?.getAttribute("href")).toBeFalsy();
+  });
+
+  it("neutralizes a data: link href", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          text("x", [
+            {
+              type: "link",
+              attrs: { href: "data:text/html,<script>alert(1)</script>" },
+            },
+          ]),
+        ]),
+      ]),
+    );
+    expect(container.querySelector("a")?.getAttribute("href")).toBeFalsy();
+  });
+
+  it("preserves a mailto: link href (allowlisted scheme)", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          text("mail", [
+            { type: "link", attrs: { href: "mailto:a@b.com" } },
+          ]),
+        ]),
+      ]),
+    );
+    expect(container.querySelector("a")?.getAttribute("href")).toBe(
+      "mailto:a@b.com",
+    );
+  });
+
+  it("preserves a relative link href (no scheme, not a script vector)", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          text("rel", [{ type: "link", attrs: { href: "/some/path" } }]),
+        ]),
+      ]),
+    );
+    expect(container.querySelector("a")?.getAttribute("href")).toBe(
+      "/some/path",
+    );
+  });
+
+  it("nests multiple marks on one text node", () => {
+    const { container } = renderView(
+      doc([para([text("x", [{ type: "bold" }, { type: "italic" }])])]),
+    );
+    // bold wraps italic (or vice versa) — both elements exist around the text.
+    expect(container.querySelector("strong")).not.toBeNull();
+    expect(container.querySelector("em")).not.toBeNull();
+    expect(screen.getByText("x")).toBeDefined();
+  });
+
+  it("renders hardBreak as <br/>", () => {
+    const { container } = renderView(
+      doc([para([text("a"), { type: "hardBreak" }, text("b")])]),
+    );
+    expect(container.querySelector("br")).not.toBeNull();
+  });
+
+  it("renders a user mention as a styled span", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          {
+            type: "mention",
+            attrs: { label: "Alice", entityType: "user", entityId: "u1" },
+          },
+        ]),
+      ]),
+    );
+    expect(screen.getByText("@Alice")).toBeDefined();
+    // No fallback to the editor.
+    expect(screen.queryByTestId("comment-editor-fallback")).toBeNull();
+  });
+
+  it("renders a page mention as a link", () => {
+    const { container } = renderView(
+      doc([
+        para([
+          {
+            type: "mention",
+            attrs: {
+              label: "Some Page",
+              entityType: "page",
+              slugId: "pg1",
+            },
+          },
+        ]),
+      ]),
+    );
+    expect(container.querySelector("a")).not.toBeNull();
+    expect(screen.getByText("Some Page")).toBeDefined();
+  });
+
+  it("renders a legacy plain-text (non-JSON) string as plain text", () => {
+    renderView("just a legacy string");
+    expect(screen.getByText("just a legacy string")).toBeDefined();
+    expect(screen.queryByTestId("comment-editor-fallback")).toBeNull();
+  });
+
+  it("falls back to CommentEditor for an unknown node type", () => {
+    renderView(doc([{ type: "codeBlock", content: [text("x")] }]));
+    expect(screen.getByTestId("comment-editor-fallback")).toBeDefined();
+  });
+
+  it("falls back to CommentEditor for malformed JSON", () => {
+    renderView('{"type":"doc","content":[');
+    expect(screen.getByTestId("comment-editor-fallback")).toBeDefined();
+  });
+});

apps/client/src/features/comment/components/comment-content-view.tsx

@@ -0,0 +1,199 @@
+import React from "react";
+import classes from "./comment.module.css";
+import { MentionContent } from "@/features/editor/components/mention/mention-view";
+import CommentEditor from "@/features/comment/components/comment-editor";
+
+// Static, editor-free renderer of a comment body (ProseMirror JSON). It walks the
+// document and emits plain DOM, avoiding the cost of a full TipTap/ProseMirror
+// instance per comment (the panel used to spin up 400+ editors on mount).
+//
+// The supported node/mark set MUST mirror what CommentEditor enables
+// (StarterKit + Mention + LinkExtension). Anything outside that set makes the
+// whole comment degrade to the read-only CommentEditor via the fallback below,
+// so we never show a half-rendered comment.
+
+// Sentinel thrown when we hit a node/mark we don't know how to render statically.
+// Caught at the top level to trigger the CommentEditor fallback for the whole comment.
+class UnknownNodeError extends Error {}
+
+// Protocol allowlist mirroring @tiptap/extension-link's default (the read-only
+// CommentEditor path relies on it to blank javascript:/data: hrefs). The static
+// renderer must apply the SAME sanitization because the backend stores comment
+// content verbatim and React does not neutralize javascript: in an href.
+const ALLOWED_URI_SCHEMES = /^(?:https?|ftps?|mailto|tel|callto|sms|cid|xmpp):/i;
+
+function safeHref(href: unknown): string | undefined {
+  if (typeof href !== "string") return undefined;
+  // Strip control chars/whitespace that could smuggle a scheme past the test
+  // (e.g. "java\tscript:").
+  const cleaned = href.replace(/[\u0000-\u0020]/g, "").trim();
+  // Allow relative/anchor/protocol-relative links (no scheme) — not script vectors.
+  if (!/^[a-z][a-z0-9+.-]*:/i.test(cleaned)) return href;
+  return ALLOWED_URI_SCHEMES.test(cleaned) ? href : undefined;
+}
+
+interface PMMark {
+  type: string;
+  attrs?: Record<string, any>;
+}
+
+interface PMNode {
+  type: string;
+  attrs?: Record<string, any>;
+  content?: PMNode[];
+  text?: string;
+  marks?: PMMark[];
+}
+
+// Wrap a text node's string in its marks (marks nest, e.g. bold + italic).
+function renderMarks(
+  text: React.ReactNode,
+  marks: PMMark[] | undefined,
+  keyPrefix: string,
+): React.ReactNode {
+  if (!marks || marks.length === 0) return text;
+
+  return marks.reduce<React.ReactNode>((acc, mark, i) => {
+    const key = `${keyPrefix}-m${i}`;
+    switch (mark.type) {
+      case "bold":
+        return <strong key={key}>{acc}</strong>;
+      case "italic":
+        return <em key={key}>{acc}</em>;
+      case "strike":
+        return <s key={key}>{acc}</s>;
+      case "underline":
+        // StarterKit enables the Underline extension by default (Mod-u) and
+        // CommentEditor does not disable it, so real comments can carry this
+        // mark. Render it here rather than degrading the whole comment.
+        return <u key={key}>{acc}</u>;
+      case "code":
+        return <code key={key}>{acc}</code>;
+      case "link": {
+        // LinkExtension (TiptapLink) opens links in a new tab; keep the same
+        // safe rel semantics the editor produces. Sanitize the href against the
+        // extension's protocol allowlist — a disallowed scheme (javascript:,
+        // data:) yields undefined so the anchor is non-navigable but still shows
+        // its text, matching how extension-link blanks a bad href.
+        const href = safeHref(mark.attrs?.href);
+        return (
+          <a
+            key={key}
+            href={href}
+            target="_blank"
+            rel="noopener noreferrer nofollow"
+          >
+            {acc}
+          </a>
+        );
+      }
+      default:
+        throw new UnknownNodeError(`Unknown mark type: ${mark.type}`);
+    }
+  }, text);
+}
+
+function renderNode(node: PMNode, key: string): React.ReactNode {
+  switch (node.type) {
+    case "paragraph":
+      return <p key={key}>{renderChildren(node.content, key)}</p>;
+    case "text":
+      return (
+        <React.Fragment key={key}>
+          {renderMarks(node.text ?? "", node.marks, key)}
+        </React.Fragment>
+      );
+    case "hardBreak":
+      return <br key={key} />;
+    case "mention":
+      return (
+        <span key={key} style={{ display: "inline" }}>
+          <MentionContent attrs={node.attrs as any} />
+        </span>
+      );
+    default:
+      throw new UnknownNodeError(`Unknown node type: ${node.type}`);
+  }
+}
+
+function renderChildren(
+  content: PMNode[] | undefined,
+  keyPrefix: string,
+): React.ReactNode {
+  if (!content) return null;
+  return content.map((child, i) => renderNode(child, `${keyPrefix}-${i}`));
+}
+
+// Reproduce the exact DOM nesting the read-only CommentEditor renders so the
+// scoped CSS in comment.module.css (which targets
+// `.commentEditor .ProseMirror :global(.ProseMirror)` and `.ProseMirror p`)
+// applies pixel-for-pixel. Read-only => no data-editable / data-surface attrs.
+function Shell({ children }: { children: React.ReactNode }) {
+  return (
+    <div className={classes.commentEditor}>
+      <div className={classes.ProseMirror}>
+        <div className="ProseMirror">{children}</div>
+      </div>
+    </div>
+  );
+}
+
+interface CommentContentViewProps {
+  content: string | object;
+}
+
+export function CommentContentView({ content }: CommentContentViewProps) {
+  // Degrade this single comment to the old editor-based render (safety valve).
+  const fallback = () => {
+    if (import.meta.env.DEV) {
+      console.warn(
+        "CommentContentView: unsupported comment content, falling back to editor",
+      );
+    }
+    return <CommentEditor defaultContent={content} editable={false} />;
+  };
+
+  let doc: unknown = content;
+
+  if (typeof content === "string") {
+    try {
+      doc = JSON.parse(content);
+    } catch {
+      const trimmed = content.trim();
+      // Looks like it was meant to be JSON but is malformed -> safety-valve fallback.
+      if (trimmed.startsWith("{") || trimmed.startsWith("[")) {
+        return fallback();
+      }
+      // Otherwise it's a legacy plain-text comment: render as a single paragraph.
+      return (
+        <Shell>
+          <p>{content}</p>
+        </Shell>
+      );
+    }
+  }
+
+  // Double-stringified / legacy plain-text stored as a JSON string.
+  if (typeof doc === "string") {
+    return (
+      <Shell>
+        <p>{doc}</p>
+      </Shell>
+    );
+  }
+
+  try {
+    const pmDoc = doc as PMNode;
+    if (!pmDoc || typeof pmDoc !== "object" || pmDoc.type !== "doc") {
+      throw new UnknownNodeError("Not a ProseMirror doc");
+    }
+    return <Shell>{renderChildren(pmDoc.content, "n")}</Shell>;
+  } catch (err) {
+    if (err instanceof UnknownNodeError) {
+      return fallback();
+    }
+    throw err;
+  }
+}
+
+export default CommentContentView;

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

@@ -1,5 +1,5 @@
-import { describe, it, expect, vi } from "vitest";
-import { render, screen, fireEvent } from "@testing-library/react";
+import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
+import { render, screen, fireEvent, waitFor } from "@testing-library/react";
 import { MantineProvider } from "@mantine/core";
 import { IComment } from "@/features/comment/types/comment.types";
 
@@ -9,10 +9,11 @@ import { IComment } from "@/features/comment/types/comment.types";
 // component renders in isolation. We only assert the AI-badge rendering branch.
 const applyMutateAsync = vi.fn();
 const dismissMutateAsync = vi.fn();
+const updateMutateAsync = vi.fn();
 vi.mock("@/features/comment/queries/comment-query", () => ({
   useDeleteCommentMutation: () => ({ mutateAsync: vi.fn() }),
   useResolveCommentMutation: () => ({ mutateAsync: vi.fn() }),
-  useUpdateCommentMutation: () => ({ mutateAsync: vi.fn() }),
+  useUpdateCommentMutation: () => ({ mutateAsync: updateMutateAsync }),
   useApplySuggestionMutation: () => ({
     mutateAsync: applyMutateAsync,
     isPending: false,
@@ -23,9 +24,51 @@ vi.mock("@/features/comment/queries/comment-query", () => ({
   }),
 }));
 
+// The document the mocked editor emits via onUpdate when the edit form is open.
+// Duplicated inside the mock factory (below) to keep the factory self-contained.
+const EDITED_DOC = {
+  type: "doc",
+  content: [
+    { type: "paragraph", content: [{ type: "text", text: "edited via editor" }] },
+  ],
+};
+
 // CommentEditor pulls in the full TipTap editor stack; replace it with a stub.
-vi.mock("@/features/comment/components/comment-editor", () => ({
-  default: () => <div data-testid="comment-editor" />,
+// In edit mode the stub exposes buttons that fire the real onUpdate/onSave props
+// so the edit->save/cancel flow can be driven without a live editor.
+vi.mock("@/features/comment/components/comment-editor", () => {
+  const doc = {
+    type: "doc",
+    content: [
+      { type: "paragraph", content: [{ type: "text", text: "edited via editor" }] },
+    ],
+  };
+  return {
+    default: ({ onUpdate, onSave }: any) => (
+      <div data-testid="comment-editor">
+        <button
+          type="button"
+          data-testid="editor-emit-update"
+          onClick={() => onUpdate?.(doc)}
+        />
+        <button
+          type="button"
+          data-testid="editor-emit-save"
+          onClick={() => onSave?.()}
+        />
+      </div>
+    ),
+  };
+});
+
+// CommentContentView (used for the read-only body) imports the mention view,
+// which pulls page-query -> main.tsx (createRoot). Stub the queries so the item
+// renders in isolation without the app entry side-effect.
+vi.mock("@/features/page/queries/page-query.ts", () => ({
+  usePageQuery: () => ({ data: undefined, isLoading: false, isError: false }),
+}));
+vi.mock("@/features/share/queries/share-query.ts", () => ({
+  useSharePageQuery: () => ({ data: undefined }),
 }));
 
 import CommentListItem from "./comment-list-item";
@@ -286,3 +329,132 @@ describe("canShowDismiss predicate", () => {
     expect(canShowDismiss(c({ parentCommentId: "p" }), true, true)).toBe(false);
   });
 });
+
+describe("CommentListItem — edit -> save/cancel flow (#340 F3)", () => {
+  const body = (t: string) =>
+    JSON.stringify({
+      type: "doc",
+      content: [{ type: "paragraph", content: [{ type: "text", text: t }] }],
+    });
+
+  // The edit menu item is gated on the viewer owning the comment
+  // (currentUser.id === creatorId). currentUserAtom is atomWithStorage-backed,
+  // so seed localStorage to make the viewer the owner (creatorId "user-1").
+  beforeEach(() => {
+    updateMutateAsync.mockClear();
+    localStorage.setItem(
+      "currentUser",
+      JSON.stringify({ user: { id: "user-1", name: "Owner" } }),
+    );
+  });
+  afterEach(() => {
+    localStorage.clear();
+  });
+
+  async function openEditor() {
+    // Open the comment menu, then click "Edit comment" to toggle into edit mode.
+    fireEvent.click(screen.getByLabelText("Comment menu"));
+    fireEvent.click(await screen.findByText("Edit comment"));
+    // Edit form (mocked editor + actions) is now mounted.
+    await screen.findByTestId("comment-editor");
+  }
+
+  it("saves the edited content and, on cache update, shows the new body", async () => {
+    const { rerender } = renderItem(
+      baseComment({ content: body("original body") }),
+    );
+    // Static body first.
+    expect(screen.getByText("original body")).toBeDefined();
+
+    await openEditor();
+
+    // Editor emits an update (populates editContentRef), then Save is clicked.
+    fireEvent.click(screen.getByTestId("editor-emit-update"));
+    fireEvent.click(screen.getByRole("button", { name: "Save" }));
+
+    // mutateAsync is called with the stringified edited doc.
+    expect(updateMutateAsync).toHaveBeenCalledWith({
+      commentId: "c-1",
+      content: JSON.stringify(EDITED_DOC),
+    });
+
+    // On success the form closes (isEditing -> false); the static body renders
+    // from the comment.content prop again.
+    await waitFor(() =>
+      expect(screen.queryByTestId("comment-editor")).toBeNull(),
+    );
+
+    // Simulate the cache invalidation swapping in a new comment object with the
+    // updated content — the static body reflects it.
+    rerender(
+      <MantineProvider>
+        <CommentListItem
+          comment={baseComment({ content: body("updated body after save") })}
+          pageId="page-1"
+          canComment={true}
+          canEdit={true}
+        />
+      </MantineProvider>,
+    );
+    expect(screen.getByText("updated body after save")).toBeDefined();
+    expect(screen.queryByText("original body")).toBeNull();
+  });
+
+  it("cancel restores the static body and does not call the update mutation", async () => {
+    renderItem(baseComment({ content: body("original body") }));
+    await openEditor();
+
+    // Type something (editContentRef set), then cancel.
+    fireEvent.click(screen.getByTestId("editor-emit-update"));
+    fireEvent.click(screen.getByRole("button", { name: "Cancel" }));
+
+    // Editor unmounts, static body restored, no save happened.
+    await waitFor(() =>
+      expect(screen.queryByTestId("comment-editor")).toBeNull(),
+    );
+    expect(screen.getByText("original body")).toBeDefined();
+    expect(updateMutateAsync).not.toHaveBeenCalled();
+  });
+
+  it("saving without editing sends the existing content (editContentRef cleared after cancel)", async () => {
+    renderItem(baseComment({ content: body("original body") }));
+
+    // Cancel path clears editContentRef...
+    await openEditor();
+    fireEvent.click(screen.getByTestId("editor-emit-update"));
+    fireEvent.click(screen.getByRole("button", { name: "Cancel" }));
+    await waitFor(() =>
+      expect(screen.queryByTestId("comment-editor")).toBeNull(),
+    );
+
+    // ...so re-opening and saving WITHOUT an update falls back to comment.content.
+    await openEditor();
+    fireEvent.click(screen.getByRole("button", { name: "Save" }));
+    expect(updateMutateAsync).toHaveBeenCalledWith({
+      commentId: "c-1",
+      content: JSON.stringify(body("original body")),
+    });
+  });
+});
+
+describe("CommentListItem — read-only body renders statically", () => {
+  it("renders the comment body as static text without a TipTap editor", () => {
+    renderItem(
+      baseComment({
+        content: JSON.stringify({
+          type: "doc",
+          content: [
+            {
+              type: "paragraph",
+              content: [{ type: "text", text: "Hello static world" }],
+            },
+          ],
+        }),
+      }),
+    );
+    // Body text is present...
+    expect(screen.getByText("Hello static world")).toBeDefined();
+    // ...and it did NOT go through the (mocked) CommentEditor instance.
+    expect(screen.queryByTestId("comment-editor")).toBeNull();
+  });
+});

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

@@ -1,10 +1,11 @@
 import { Group, Text, Box, Badge, Button } from "@mantine/core";
 import { AgentAvatarStack } from "@/components/ui/agent-avatar-stack.tsx";
-import React, { useEffect, useMemo, useRef, useState } from "react";
+import React, { useMemo, useRef, useState } from "react";
 import classes from "./comment.module.css";
 import { useAtom, useAtomValue } from "jotai";
 import { useTimeAgo } from "@/hooks/use-time-ago";
 import CommentEditor from "@/features/comment/components/comment-editor";
+import CommentContentView from "@/features/comment/components/comment-content-view";
 import { pageEditorAtom } from "@/features/editor/atoms/editor-atoms";
 import CommentActions from "@/features/comment/components/comment-actions";
 import CommentMenu from "@/features/comment/components/comment-menu";
@@ -50,7 +51,6 @@ function CommentListItem({
   const [isEditing, setIsEditing] = useState(false);
   const [isLoading, setIsLoading] = useState(false);
   const editor = useAtomValue(pageEditorAtom);
-  const [content, setContent] = useState<string>(comment.content);
   const editContentRef = useRef<any>(null);
   const updateCommentMutation = useUpdateCommentMutation();
   const deleteCommentMutation = useDeleteCommentMutation(comment.pageId);
@@ -78,22 +78,16 @@ function CommentListItem({
   const isOwnerOrAdmin =
     currentUser?.user?.id === comment.creatorId || userSpaceRole === "admin";
 
-  useEffect(() => {
-    setContent(comment.content);
-  }, [comment]);
 
   async function handleUpdateComment() {
     try {
       setIsLoading(true);
       const commentToUpdate = {
         commentId: comment.id,
-        content: JSON.stringify(editContentRef.current ?? content),
+        content: JSON.stringify(editContentRef.current ?? comment.content),
       };
       await updateCommentMutation.mutateAsync(commentToUpdate);
-      if (editContentRef.current) {
-        setContent(editContentRef.current);
-        editContentRef.current = null;
-      }
+      editContentRef.current = null;
       setIsEditing(false);
     } catch (error) {
       console.error("Failed to update comment:", error);
@@ -350,11 +344,11 @@ function CommentListItem({
         )}
 
         {!isEditing ? (
-          <CommentEditor defaultContent={content} editable={false} />
+          <CommentContentView content={comment.content} />
         ) : (
           <>
             <CommentEditor
-              defaultContent={content}
+              defaultContent={comment.content}
               editable={true}
               onUpdate={(newContent: any) => { editContentRef.current = newContent; }}
               onSave={handleUpdateComment}
@@ -374,4 +368,6 @@ function CommentListItem({
   );
 }
 
-export default CommentListItem;
+// Memoized so a resolve/apply/reply cache update (which only replaces the touched
+// comment's object identity) re-renders that one thread, not all ~356 items.
+export default React.memo(CommentListItem);

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

@@ -0,0 +1,108 @@
+import { describe, it, expect, vi } from "vitest";
+import { render, screen, fireEvent } from "@testing-library/react";
+import { MantineProvider } from "@mantine/core";
+import { IComment } from "@/features/comment/types/comment.types";
+
+// matchMedia (read by MantineProvider) is stubbed globally in vitest.setup.ts.
+
+// CommentEditor pulls in the full TipTap editor stack; replace it with a stub so
+// the lazy reply editor's mount transition can be observed without the editor.
+vi.mock("@/features/comment/components/comment-editor", () => ({
+  default: () => <div data-testid="comment-editor" />,
+}));
+
+// page-query -> main.tsx (createRoot) is a module side effect; stub the queries
+// pulled in transitively so importing the module is side-effect free.
+vi.mock("@/features/page/queries/page-query.ts", () => ({
+  usePageQuery: () => ({ data: undefined, isLoading: false, isError: false }),
+}));
+vi.mock("@/features/share/queries/share-query.ts", () => ({
+  useSharePageQuery: () => ({ data: undefined }),
+}));
+// space-query -> main.tsx (createRoot) is another module side effect; stub it.
+vi.mock("@/features/space/queries/space-query.ts", () => ({
+  useGetSpaceBySlugQuery: () => ({ data: undefined }),
+}));
+
+import {
+  buildChildrenByParent,
+  CommentEditorWithActions,
+} from "./comment-list-with-tabs";
+
+const c = (id: string, parentCommentId: string | null = null): IComment =>
+  ({ id, parentCommentId }) as IComment;
+
+describe("buildChildrenByParent (childrenByParent grouping)", () => {
+  it("returns an empty map for undefined or empty input", () => {
+    expect(buildChildrenByParent(undefined).size).toBe(0);
+    expect(buildChildrenByParent([]).size).toBe(0);
+  });
+
+  it("does not index a top-level comment (parentCommentId null)", () => {
+    const map = buildChildrenByParent([c("p1", null)]);
+    expect(map.size).toBe(0);
+    expect(map.has("p1")).toBe(false);
+  });
+
+  it("groups replies under the correct parent, including reply-to-reply nesting", () => {
+    const p1 = c("p1", null);
+    const r1 = c("r1", "p1");
+    const r2 = c("r2", "r1"); // a reply to a reply
+    const map = buildChildrenByParent([p1, r1, r2]);
+    expect(map.get("p1")).toEqual([r1]);
+    expect(map.get("r1")).toEqual([r2]);
+    // The top-level comment itself is never a key.
+    expect(map.has("p1") && map.get("p1")?.length).toBe(1);
+  });
+
+  it("still groups a reply whose parent is not present in items", () => {
+    const orphan = c("o1", "missing-parent");
+    const map = buildChildrenByParent([orphan]);
+    expect(map.get("missing-parent")).toEqual([orphan]);
+  });
+
+  it("preserves insertion order among sibling replies", () => {
+    const map = buildChildrenByParent([
+      c("a", "p1"),
+      c("b", "p1"),
+      c("d", "p1"),
+    ]);
+    expect(map.get("p1")?.map((x) => x.id)).toEqual(["a", "b", "d"]);
+  });
+});
+
+function renderReplyEditor() {
+  return render(
+    <MantineProvider>
+      <CommentEditorWithActions commentId="c-1" onSave={vi.fn()} />
+    </MantineProvider>,
+  );
+}
+
+describe("CommentEditorWithActions — lazy reply editor activation", () => {
+  it("shows only the stub initially (no editor instance mounted)", () => {
+    renderReplyEditor();
+    expect(screen.getByRole("button")).toBeDefined();
+    expect(screen.queryByTestId("comment-editor")).toBeNull();
+  });
+
+  it("mounts the real editor when the stub is clicked and keeps it mounted", () => {
+    renderReplyEditor();
+    fireEvent.click(screen.getByRole("button"));
+    expect(screen.getByTestId("comment-editor")).toBeDefined();
+    // The stub button is replaced by the editor subtree.
+    expect(screen.queryByRole("button")).toBeNull();
+  });
+
+  it("mounts the editor when the stub receives focus", () => {
+    renderReplyEditor();
+    fireEvent.focus(screen.getByRole("button"));
+    expect(screen.getByTestId("comment-editor")).toBeDefined();
+  });
+
+  it("mounts the editor on Enter keydown of the stub", () => {
+    renderReplyEditor();
+    fireEvent.keyDown(screen.getByRole("button"), { key: "Enter" });
+    expect(screen.getByTestId("comment-editor")).toBeDefined();
+  });
+});

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

@@ -22,8 +22,7 @@ import CommentEditor from "@/features/comment/components/comment-editor";
 import CommentActions from "@/features/comment/components/comment-actions";
 import { useFocusWithin } from "@mantine/hooks";
 import { IComment } from "@/features/comment/types/comment.types.ts";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
-import { IPagination } from "@/lib/types.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import { extractPageSlugId } from "@/lib";
 import { useTranslation } from "react-i18next";
 import { useGetSpaceBySlugQuery } from "@/features/space/queries/space-query.ts";
@@ -36,17 +35,37 @@ interface CommentListWithTabsProps {
   onClose?: () => void;
 }
 
+// Index replies by their parent id once (O(n)), instead of an O(n^2) filter per
+// thread. Replies whose parent is not in `items` are still grouped under their
+// parentCommentId (they simply won't be reached by the top-level walk).
+// Exported for unit testing.
+export function buildChildrenByParent(
+  items: IComment[] | undefined,
+): Map<string, IComment[]> {
+  const m = new Map<string, IComment[]>();
+  for (const c of items ?? []) {
+    if (c.parentCommentId) {
+      const arr = m.get(c.parentCommentId);
+      if (arr) arr.push(c);
+      else m.set(c.parentCommentId, [c]);
+    }
+  }
+  return m;
+}
+
 function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
   const { t } = useTranslation();
   const { pageSlug } = useParams();
-  const { data: page } = usePageQuery({ pageId: extractPageSlugId(pageSlug) });
+  const { data: page } = usePageMetaQuery({ pageId: extractPageSlugId(pageSlug) });
   const {
     data: comments,
     isLoading: isCommentsLoading,
     isError,
   } = useCommentsQuery({ pageId: page?.id });
   const createCommentMutation = useCreateCommentMutation();
-  const [isLoading, setIsLoading] = useState(false);
+  // mutateAsync is a stable reference across renders; depend on it (not the
+  // mutation object) so the reply/comment callbacks stay stable.
+  const createCommentAsync = createCommentMutation.mutateAsync;
   const { data: space } = useGetSpaceBySlugQuery(page?.space?.slug);
 
   const canEdit = page?.permissions?.canEdit ?? false;
@@ -75,13 +94,21 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
     return { activeComments: active, resolvedComments: resolved };
   }, [comments]);
 
+  // Index replies by their parent once, instead of an O(n^2) filter per thread.
+  // The map ref changes on any comments update, so MemoizedChildComments re-runs
+  // (cheap) and re-looks-up, while memoized CommentListItems skip unchanged items.
+  const childrenByParent = useMemo(
+    () => buildChildrenByParent(comments?.items),
+    [comments?.items],
+  );
+
   const [isPageCommentLoading, setIsPageCommentLoading] = useState(false);
 
   const handleAddPageComment = useCallback(
     async (_commentId: string, content: string) => {
       try {
         setIsPageCommentLoading(true);
-        const createdComment = await createCommentMutation.mutateAsync({
+        const createdComment = await createCommentAsync({
           pageId: page?.id,
           content: JSON.stringify(content),
         });
@@ -100,27 +127,26 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
         setIsPageCommentLoading(false);
       }
     },
-    [createCommentMutation, page?.id],
+    [createCommentAsync, page?.id],
   );
 
   const handleAddReply = useCallback(
     async (commentId: string, content: string) => {
+      // Pending state lives inside CommentEditorWithActions so sending a reply
+      // does not churn renderComments and re-render the whole list.
       try {
-        setIsLoading(true);
         const commentData = {
           pageId: page?.id,
           parentCommentId: commentId,
           content: JSON.stringify(content),
         };
 
-        await createCommentMutation.mutateAsync(commentData);
+        await createCommentAsync(commentData);
       } catch (error) {
         console.error("Failed to post comment:", error);
-      } finally {
-        setIsLoading(false);
       }
     },
-    [createCommentMutation, page?.id],
+    [createCommentAsync, page?.id],
   );
 
   const renderComments = useCallback(
@@ -143,7 +169,7 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
             userSpaceRole={space?.membership?.role}
           />
           <MemoizedChildComments
-            comments={comments}
+            childrenByParent={childrenByParent}
             parentId={comment.id}
             pageId={page?.id}
             canComment={canComment}
@@ -158,16 +184,15 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
             <CommentEditorWithActions
               commentId={comment.id}
               onSave={handleAddReply}
-              isLoading={isLoading}
             />
           </>
         )}
       </Paper>
     ),
     [
-      comments,
+      childrenByParent,
       handleAddReply,
-      isLoading,
+      page?.id,
       space?.membership?.role,
       canComment,
       canEdit,
@@ -203,6 +228,11 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
       <Tabs
         defaultValue="open"
         variant="default"
+        // Default to not mounting an inactive tab (the heavy Resolved list stays
+        // unmounted while Open is shown). The Open panel overrides this with its
+        // own keepMounted (below) so an in-progress reply/edit draft survives an
+        // Open -> Resolved -> Open switch.
+        keepMounted={false}
         style={{
           flex: "1 1 auto",
           display: "flex",
@@ -261,7 +291,10 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
           type="scroll"
         >
           <div style={{ paddingBottom: "8px" }}>
-            <Tabs.Panel value="open" pt="xs">
+            {/* keepMounted keeps the Open panel alive even while Resolved is
+                active, so a lazily-mounted reply editor's draft (and an
+                in-progress edit) is not discarded on tab switch. */}
+            <Tabs.Panel value="open" pt="xs" keepMounted>
               {activeComments.length === 0 ? (
                 <Center py="xl">
                   <Stack align="center" gap="xs">
@@ -307,7 +340,7 @@ function CommentListWithTabs({ onClose }: CommentListWithTabsProps) {
 }
 
 interface ChildCommentsProps {
-  comments: IPagination<IComment>;
+  childrenByParent: Map<string, IComment[]>;
   parentId: string;
   pageId: string;
   canComment: boolean;
@@ -315,24 +348,18 @@ interface ChildCommentsProps {
   userSpaceRole?: string;
 }
 const ChildComments = ({
-  comments,
+  childrenByParent,
   parentId,
   pageId,
   canComment,
   canEdit,
   userSpaceRole,
 }: ChildCommentsProps) => {
-  const getChildComments = useCallback(
-    (parentId: string) =>
-      comments.items.filter(
-        (comment: IComment) => comment.parentCommentId === parentId,
-      ),
-    [comments.items],
-  );
+  const children = childrenByParent.get(parentId) ?? [];
 
   return (
     <div>
-      {getChildComments(parentId).map((childComment) => (
+      {children.map((childComment) => (
         <div key={childComment.id}>
           <CommentListItem
             comment={childComment}
@@ -342,7 +369,7 @@ const ChildComments = ({
             userSpaceRole={userSpaceRole}
           />
           <MemoizedChildComments
-            comments={comments}
+            childrenByParent={childrenByParent}
             parentId={childComment.id}
             pageId={pageId}
             canComment={canComment}
@@ -357,22 +384,61 @@ const ChildComments = ({
 
 const MemoizedChildComments = memo(ChildComments);
 
-const CommentEditorWithActions = ({
+export const CommentEditorWithActions = ({
   commentId,
   onSave,
-  isLoading,
   placeholder = undefined,
 }) => {
+  const { t } = useTranslation();
+  // Lazily mount the TipTap reply editor: until the user interacts with the
+  // stub, no editor instance is created for this thread. Once mounted it stays
+  // mounted so the draft is preserved.
+  const [mounted, setMounted] = useState(false);
   const [content, setContent] = useState("");
+  const [isSending, setIsSending] = useState(false);
   const { ref, focused } = useFocusWithin();
   const commentEditorRef = useRef(null);
 
-  const handleSave = useCallback(() => {
-    onSave(commentId, content);
-    setContent("");
-    commentEditorRef.current?.clearContent();
+  const activate = useCallback(() => setMounted(true), []);
+
+  const handleSave = useCallback(async () => {
+    try {
+      setIsSending(true);
+      await onSave(commentId, content);
+      setContent("");
+      commentEditorRef.current?.clearContent();
+    } finally {
+      setIsSending(false);
+    }
   }, [commentId, content, onSave]);
 
+  if (!mounted) {
+    return (
+      <div
+        role="button"
+        tabIndex={0}
+        onClick={activate}
+        onFocus={activate}
+        onKeyDown={(e) => {
+          if (e.key === "Enter" || e.key === " ") {
+            e.preventDefault();
+            activate();
+          }
+        }}
+        style={{
+          padding: "6px",
+          fontSize: "var(--mantine-font-size-sm)",
+          lineHeight: 1.4,
+          color: "var(--mantine-color-placeholder)",
+          cursor: "text",
+          borderRadius: "var(--mantine-radius-sm)",
+        }}
+      >
+        {placeholder || t("Reply...")}
+      </div>
+    );
+  }
+
   return (
     <div ref={ref}>
       <CommentEditor
@@ -381,8 +447,9 @@ const CommentEditorWithActions = ({
         onSave={handleSave}
         editable={true}
         placeholder={placeholder}
+        autofocus={true}
       />
-      {focused && <CommentActions onSave={handleSave} isLoading={isLoading} />}
+      {focused && <CommentActions onSave={handleSave} isLoading={isSending} />}
     </div>
   );
 };

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

@@ -53,7 +53,10 @@ export function useCommentsQuery(params: ICommentParams) {
 
   return {
     data,
-    isLoading: query.isLoading || query.hasNextPage,
+    // Paint the first page as soon as it arrives instead of blocking until every
+    // page has loaded; the background effect above keeps streaming the rest
+    // (tab counts grow as pages arrive).
+    isLoading: query.isLoading,
     isError: query.isError,
   };
 }

apps/client/src/features/editor/components/link/link-view.tsx

@@ -24,7 +24,7 @@ import classes from "./link.module.css";
 import { useTranslation } from "react-i18next";
 import { INTERNAL_LINK_REGEX } from "@/lib/constants";
 import { LinkEditorPanel } from "@/features/editor/components/link/link-editor-panel.tsx";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import { useSharePageQuery } from "@/features/share/queries/share-query.ts";
 import { buildSharedPageUrl } from "@/features/page/page.utils.ts";
 import { extractPageSlugId } from "@/lib";
@@ -83,7 +83,7 @@ export default function LinkView(props: MarkViewProps) {
   const isPopoverVisible = popoverState !== "closed";
   const activeView = isPopoverVisible ? popoverState : lastOpenState.current;
 
-  const { data: linkedPage } = usePageQuery({
+  const { data: linkedPage } = usePageMetaQuery({
     pageId: isPopoverVisible && slugId && !isShareRoute ? slugId : null,
   });
 

apps/client/src/features/editor/components/mention/mention-list.tsx

@@ -25,7 +25,7 @@ import { IconFileDescription, IconPlus } from "@tabler/icons-react";
 import { useSpaceQuery } from "@/features/space/queries/space-query.ts";
 import { useParams } from "react-router-dom";
 import { v7 as uuid7 } from "uuid";
-import { useAtom } from "jotai";
+import { useAtom, useSetAtom, useStore } from "jotai";
 import { currentUserAtom } from "@/features/user/atoms/current-user-atom.ts";
 import {
   MentionListProps,
@@ -34,7 +34,7 @@ import {
 import { IPage } from "@/features/page/types/page.types";
 import {
   useCreatePageMutation,
-  usePageQuery,
+  usePageMetaQuery,
 } from "@/features/page/queries/page-query";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom";
 import { treeModel } from "@/features/page/tree/model/tree-model";
@@ -50,12 +50,16 @@ const MentionList = forwardRef<any, MentionListProps>((props, ref) => {
   const [countAnnouncement, setCountAnnouncement] = useState("");
   const [selectionAnnouncement, setSelectionAnnouncement] = useState("");
   const { pageSlug, spaceSlug } = useParams();
-  const { data: page } = usePageQuery({ pageId: extractPageSlugId(pageSlug) });
+  const { data: page } = usePageMetaQuery({ pageId: extractPageSlugId(pageSlug) });
   const { data: space } = useSpaceQuery(spaceSlug);
   const [currentUser] = useAtom(currentUserAtom);
   const [renderItems, setRenderItems] = useState<MentionSuggestionItem[]>([]);
   const { t } = useTranslation();
-  const [data, setData] = useAtom(treeDataAtom);
+  // Setter-only: the tree value is read only imperatively inside createPage
+  // (via `store` below), never at render, so useSetAtom avoids re-rendering the
+  // mention popup on any tree event.
+  const setData = useSetAtom(treeDataAtom);
+  const store = useStore();
   const createPageMutation = useCreatePageMutation();
   const emit = useQueryEmit();
   const isInCommentContext = props.isInCommentContext ?? false;
@@ -272,9 +276,11 @@ const MentionList = forwardRef<any, MentionListProps>((props, ref) => {
         children: [],
       };
 
-      const lastIndex = data.length;
+      // Read the live tree imperatively at call time.
+      const currentTree = store.get(treeDataAtom);
+      const lastIndex = currentTree.length;
 
-      setData(treeModel.insert(data, parentId, newNode, lastIndex));
+      setData(treeModel.insert(currentTree, parentId, newNode, lastIndex));
 
       props.command({
         id: uuid7(),

apps/client/src/features/editor/components/mention/mention-view.tsx

@@ -2,7 +2,7 @@ import { NodeViewProps, NodeViewWrapper } from "@tiptap/react";
 import { ActionIcon, Anchor, Text } from "@mantine/core";
 import { IconFileDescription } from "@tabler/icons-react";
 import { Link, useLocation, useNavigate, useParams } from "react-router-dom";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import { useSharePageQuery } from "@/features/share/queries/share-query.ts";
 import {
   buildPageUrl,
@@ -11,9 +11,19 @@ import {
 import { extractPageSlugId } from "@/lib";
 import classes from "./mention.module.css";
 
-export default function MentionView(props: NodeViewProps) {
-  const { node } = props;
-  const { label, entityType, entityId, slugId, anchorId } = node.attrs;
+interface MentionAttrs {
+  label?: string;
+  entityType?: string;
+  entityId?: string;
+  slugId?: string;
+  anchorId?: string;
+}
+
+// Presentational mention renderer (no NodeViewWrapper). Shared by the editor
+// NodeView (MentionView) and the static comment renderer (CommentContentView)
+// so mention click/nav/icon behavior stays identical outside of an editor.
+export function MentionContent({ attrs }: { attrs: MentionAttrs }) {
+  const { label, entityType, slugId, anchorId } = attrs;
   const isPageMention = entityType === "page";
   const { spaceSlug, pageSlug } = useParams();
   const { shareId } = useParams();
@@ -26,7 +36,7 @@ export default function MentionView(props: NodeViewProps) {
     data: page,
     isLoading,
     isError,
-  } = usePageQuery({ pageId: isPageMention && !isShareRoute ? slugId : null });
+  } = usePageMetaQuery({ pageId: isPageMention && !isShareRoute ? slugId : null });
 
   const { data: sharedPage } = useSharePageQuery({
     pageId: isPageMention && isShareRoute ? slugId : undefined,
@@ -56,7 +66,7 @@ export default function MentionView(props: NodeViewProps) {
   });
 
   return (
-    <NodeViewWrapper style={{ display: "inline" }} data-drag-handle>
+    <>
       {entityType === "user" && (
         <Text className={classes.userMention} component="span">
           @{label}
@@ -139,6 +149,14 @@ export default function MentionView(props: NodeViewProps) {
           </span>
         </Anchor>
       )}
+    </>
+  );
+}
+
+export default function MentionView(props: NodeViewProps) {
+  return (
+    <NodeViewWrapper style={{ display: "inline" }} data-drag-handle>
+      <MentionContent attrs={props.node.attrs} />
     </NodeViewWrapper>
   );
 }

apps/client/src/features/editor/gitmost/gitmost-global-bridge.tsx

@@ -24,6 +24,7 @@ import {
   GitmostListPagesResult,
   GitmostListSpacesResult,
   gitmostDecodePayloadToFile,
+  gitmostInsertTranscriptIntoEditor,
   gitmostUploadFileToEditor,
 } from "@/features/editor/gitmost/gitmost-recording.ts";
 
@@ -281,6 +282,18 @@ export default function GitmostGlobalBridge() {
             pageId: page.id,
           };
         }
+
+        // Best-effort: append the transcript (heading + one paragraph per line)
+        // below the just-inserted audio node. The audio insert already
+        // succeeded, so a transcript failure must NOT turn this into an error —
+        // wrap it and, on any throw, log and still return ok. A missing/empty/
+        // non-string transcript is a no-op inside the helper (audio only).
+        try {
+          gitmostInsertTranscriptIntoEditor(editor, payload?.transcript);
+        } catch (err) {
+          console.error("[gitmost] transcript insert failed", err);
+        }
+
         return { ok: true, pageId: page.id };
       } catch (err: any) {
         console.error("[gitmost] createPageWithRecording failed", err);

apps/client/src/features/editor/gitmost/gitmost-recording.test.ts

@@ -0,0 +1,150 @@
+import { describe, it, expect } from "vitest";
+import { Editor } from "@tiptap/core";
+import { Document } from "@tiptap/extension-document";
+import { Paragraph } from "@tiptap/extension-paragraph";
+import { Text } from "@tiptap/extension-text";
+import { Heading } from "@tiptap/extension-heading";
+import { Bold } from "@tiptap/extension-bold";
+import { Italic } from "@tiptap/extension-italic";
+import { Link } from "@tiptap/extension-link";
+import { gitmostInsertTranscriptIntoEditor } from "./gitmost-recording.ts";
+
+const ZWSP = "​"; // U+200B, the helper's block-trigger neutralizer
+
+/**
+ * #377 — the web-side bridge must append the native host's transcript below the
+ * recording. These exercise the pure insert helper through a REAL Tiptap editor
+ * (Document/Paragraph/Text/Heading + Bold/Italic/Link marks so an HTML-parsing
+ * regression would be caught), asserting the resulting document rather than
+ * mocking the editor: transcript present -> "Transcript" heading + one paragraph
+ * per non-empty line; content is inserted as LITERAL TEXT (no HTML/markdown
+ * parsing); col-0 markdown block triggers are neutralized so git-sync keeps them
+ * paragraphs; absent/empty/non-string -> no-op.
+ */
+describe("gitmostInsertTranscriptIntoEditor", () => {
+  const makeEditor = () =>
+    new Editor({
+      // Bold/Italic/Link are registered specifically so that IF the helper ever
+      // regressed to inserting an HTML/markdown string (instead of a text node),
+      // TipTap would parse `<b>`/`*..*`/`[..](..)` into marks and the literal-
+      // text assertions below would fail.
+      extensions: [Document, Paragraph, Text, Heading, Bold, Italic, Link],
+      // Start from a single empty paragraph (a fresh page's baseline). The
+      // helper appends at the end of the doc, i.e. below existing content.
+      content: { type: "doc", content: [{ type: "paragraph" }] },
+    });
+
+  it("inserts a Transcript heading + one paragraph per non-empty line, verbatim", () => {
+    const editor = makeEditor();
+
+    const inserted = gitmostInsertTranscriptIntoEditor(
+      editor,
+      "You: hello there\nSpeaker 1: hi\n\nYou: bye",
+    );
+
+    expect(inserted).toBe(true);
+
+    const nodes = (editor.getJSON().content ?? []) as any[];
+    // A level-2 "Transcript" heading is present.
+    const heading = nodes.find((n) => n.type === "heading");
+    expect(heading?.attrs?.level).toBe(2);
+    expect(heading?.content?.[0]?.text).toBe("Transcript");
+
+    // Every non-empty transcript line becomes a paragraph, in order, verbatim;
+    // the blank line between them is dropped.
+    const texts = nodes
+      .filter((n) => n.type === "paragraph")
+      .map((n) => n.content?.[0]?.text)
+      .filter((t) => typeof t === "string");
+    expect(texts).toEqual(["You: hello there", "Speaker 1: hi", "You: bye"]);
+
+    editor.destroy();
+  });
+
+  it("inserts HTML + markdown metacharacters as LITERAL text (no injection / no mark parsing)", () => {
+    const editor = makeEditor();
+    const line =
+      "You: <b>bold</b> <script>alert(1)</script> and *stars* and [link](x)";
+
+    const inserted = gitmostInsertTranscriptIntoEditor(editor, line);
+    expect(inserted).toBe(true);
+
+    const paras = (editor.getJSON().content ?? []).filter(
+      (n: any) => n.type === "paragraph",
+    ) as any[];
+    // The transcript line is exactly ONE paragraph holding a SINGLE text node
+    // whose text is the verbatim string — not split into bold/link/other nodes,
+    // not carrying any marks, not raw HTML. This FAILS if the helper switched to
+    // insertContent(htmlString): TipTap would then parse <b>/[link](x)/*stars*.
+    const content = paras[paras.length - 1].content;
+    expect(content).toHaveLength(1);
+    expect(content[0].type).toBe("text");
+    expect(content[0].marks ?? []).toEqual([]);
+    expect(content[0].text).toBe(line);
+    // And no bold/italic/link mark exists anywhere in the document.
+    const html = editor.getHTML();
+    expect(html).not.toMatch(/<(strong|b|em|i|a)\b/);
+    // The angle brackets survived as escaped entities (literal text), not a live
+    // <script>/<b> element.
+    expect(html).not.toMatch(/<script/i);
+
+    editor.destroy();
+  });
+
+  it("neutralizes col-0 markdown block triggers with a leading ZWSP (git-sync safety)", () => {
+    const editor = makeEditor();
+    // Trigger lines (some with a leaked indent) + a normal prefixed line.
+    const inserted = gitmostInsertTranscriptIntoEditor(
+      editor,
+      [
+        "- dash",
+        "  > quote", // leading indent must be trimmed then neutralized
+        "# hash",
+        "1. one",
+        "> [!info] note",
+        "```js",
+        "---", // solid thematic break -> horizontalRule (text-losing) if unneutralized
+        "***",
+        "___",
+        "You: normal line",
+      ].join("\n"),
+    );
+    expect(inserted).toBe(true);
+
+    const texts = (editor.getJSON().content ?? [])
+      .filter((n: any) => n.type === "paragraph")
+      .map((n: any) => n.content?.[0]?.text)
+      .filter((t: any) => typeof t === "string") as string[];
+
+    // Every block-trigger line is prefixed with the invisible ZWSP (indent
+    // trimmed first); the normal `You:` line is left byte-exact.
+    expect(texts).toEqual([
+      ZWSP + "- dash",
+      ZWSP + "> quote",
+      ZWSP + "# hash",
+      ZWSP + "1. one",
+      ZWSP + "> [!info] note",
+      ZWSP + "```js",
+      ZWSP + "---",
+      ZWSP + "***",
+      ZWSP + "___",
+      "You: normal line",
+    ]);
+
+    editor.destroy();
+  });
+
+  it("is a no-op for undefined / empty / whitespace-only / non-string transcripts", () => {
+    for (const value of [undefined, "", "   \n  \n", 42, {}, null]) {
+      const editor = makeEditor();
+      const before = JSON.stringify(editor.getJSON());
+
+      const inserted = gitmostInsertTranscriptIntoEditor(editor, value as any);
+
+      expect(inserted).toBe(false);
+      // Document is untouched (audio-only behavior preserved).
+      expect(JSON.stringify(editor.getJSON())).toBe(before);
+      editor.destroy();
+    }
+  });
+});

apps/client/src/features/editor/gitmost/gitmost-recording.ts

@@ -65,6 +65,11 @@ export interface GitmostCreatePagePayload {
   base64: string;
   filename: string;
   mimeType: string;
+  // Optional transcript for the recording: plain text, `\n`-separated, each
+  // line already formatted as `You: ...` / `Speaker N: ...` by the native host
+  // (ready to insert, no parsing needed). Omitted (no speech / no models) ->
+  // audio only.
+  transcript?: string;
 }
 
 export interface GitmostCreatePageResult {
@@ -235,6 +240,83 @@ export async function gitmostUploadFileToEditor(
   }
 }
 
+// Zero-width space (U+200B). Prepended to a transcript line that begins with a
+// markdown BLOCK trigger: it is invisible in the rendered doc but shifts the
+// trigger off column 0, so the git-sync doc->markdown->doc round-trip keeps the
+// line a plain paragraph (see GITMOST_MD_BLOCK_TRIGGER_RE).
+const GITMOST_ZWSP = "​";
+
+// A markdown BLOCK-level construct that, sitting at column 0 of a paragraph
+// line, the git-sync markdown serializer (packages/prosemirror-markdown
+// markdown-converter.ts, `case "paragraph"`) would re-parse into a NON-paragraph
+// block on the doc->markdown->doc cycle. That serializer emits paragraph text
+// verbatim with NO block-escape (the pre-existing root cause), so a leading
+// `#`/`-`/`*`/`+`/`>`, an ordered-list `N.`/`N)`, a code fence ```/~~~, a table
+// `|`, or a `> [!info]` callout opener would silently become a heading / list /
+// quote / code block / table / callout. The final alternative matches a WHOLE-
+// LINE thematic break — solid `---`/`***`/`___` or spaced `- - -`/`_ _ _` (3+ of
+// the same `-`/`*`/`_`) — which round-trips into a `horizontalRule`; because
+// that node carries NO text, an un-neutralized separator line would LOSE its
+// text entirely (worse than the list/quote case). This matches a TRIMMED line's
+// start; the transcript's own `You:` / `Speaker N:` prefix begins with a letter
+// and never matches, so prefixed lines are left byte-exact.
+const GITMOST_MD_BLOCK_TRIGGER_RE =
+  /^(?:#{1,6}(?:\s|$)|[-*+](?:\s|$)|>|\d+[.)](?:\s|$)|```|~~~|\||([-*_])(?:\s*\1){2,}\s*$)/;
+
+// Append a transcript block BELOW the recording's audio node in a live editor:
+// a "Transcript" heading followed by one paragraph per non-empty transcript
+// line. The transcript is plain text, `\n`-separated, each line already
+// formatted as `You: ...` / `Speaker N: ...` by the native host — line text is
+// inserted as a TEXT node (never HTML/markdown), so there is no injection or
+// mark-parsing surface. Each kept line is trimmed (drops an indent that would
+// both leak into the display and, at col 0, form a markdown block trigger) and,
+// if it still begins with a col-0 markdown block trigger, gets an invisible
+// zero-width space prepended so the git-sync round-trip cannot turn it into a
+// list/quote/heading/callout/code/table (defensive boundary against the
+// serializer's missing block-escape). This is best-effort and meant to run
+// AFTER the audio has already been inserted; the caller must guard against a
+// throw so a transcript failure never fails the (already successful) recording.
+// Returns true when a block was inserted, false when there was nothing to
+// insert (transcript undefined/empty/not-a-string). A non-string value is a
+// no-op, not an error.
+export function gitmostInsertTranscriptIntoEditor(
+  editor: Editor,
+  transcript: unknown,
+): boolean {
+  if (typeof transcript !== "string") return false;
+  const lines = transcript
+    .split("\n")
+    // Trim each line and drop blank (whitespace-only) ones.
+    .map((line) => line.trim())
+    .filter((line) => line.length > 0)
+    // Neutralize a col-0 markdown block trigger with an invisible ZWSP so the
+    // git-sync round-trip keeps the line a paragraph. Host lines (`You:` /
+    // `Speaker N:`) never match and stay byte-exact.
+    .map((line) =>
+      GITMOST_MD_BLOCK_TRIGGER_RE.test(line) ? GITMOST_ZWSP + line : line,
+    );
+  if (lines.length === 0) return false;
+
+  const content = [
+    {
+      type: "heading",
+      attrs: { level: 2 },
+      content: [{ type: "text", text: "Transcript" }],
+    },
+    ...lines.map((line) => ({
+      type: "paragraph",
+      content: [{ type: "text", text: line }],
+    })),
+  ];
+
+  // Append at the end of the document. On a freshly-created recording page the
+  // audio node is the last block, so the end position places the transcript
+  // directly below it.
+  const endPos = editor.state.doc.content.size;
+  editor.chain().focus().insertContentAt(endPos, content).run();
+  return true;
+}
+
 // Full insert path used by the open-page bridge (insertRecording): guard the
 // editor, validate/decode the payload, then upload. Never throws — resolves to
 // a result code.

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

@@ -93,6 +93,11 @@ import {
   isBodyEditable,
   isCollabSynced,
 } from "@/features/editor/editor-sync-state";
+import {
+  isVitalsActive,
+  measurePageOpen,
+  reportEditorTx,
+} from "@/lib/telemetry/vitals";
 
 interface PageEditorProps {
   pageId: string;
@@ -351,6 +356,40 @@ export default function PageEditor({
           editor.storage.pageId = pageId;
           handleScrollTo(editor);
           editorRef.current = editor;
+
+          // #355 — perf instrumentation. Skip ALL of it when telemetry is
+          // disabled (F1 flag off) or this session isn't sampled: no page-open
+          // measure, and crucially NO dispatch wrapping, so a non-collecting
+          // session pays zero per-transaction cost.
+          if (isVitalsActive()) {
+            // page_open_ms: this is the first editor-content render, so measure
+            // against any page-open mark set on the tree-row/link click.
+            measurePageOpen();
+
+            // editor_tx_ms: time the SYNCHRONOUS part of applying each
+            // transaction (state.apply + updateState) by wrapping the view's
+            // dispatch. Only slow syncs (>8ms) are reported (see reportEditorTx),
+            // so the common path adds just one performance.now() pair. Passive:
+            // the original dispatch still runs unchanged.
+            try {
+              const view = editor.view as unknown as {
+                dispatch: (tr: unknown) => void;
+              };
+              const originalDispatch = view.dispatch.bind(view);
+              view.dispatch = (tr: unknown) => {
+                const started = performance.now();
+                originalDispatch(tr);
+                const elapsed = performance.now() - started;
+                try {
+                  reportEditorTx(elapsed, editor.state.doc.content.size);
+                } catch {
+                  // never let telemetry break editing
+                }
+              };
+            } catch {
+              // if the view shape changes, skip editor_tx instrumentation
+            }
+          }
         }
       },
       onUpdate({ editor }) {

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

@@ -24,7 +24,6 @@ export function useFavoritesQuery(type?: FavoriteType, spaceId?: string) {
     initialPageParam: undefined as string | undefined,
     getNextPageParam: (lastPage) =>
       lastPage.meta.hasNextPage ? lastPage.meta.nextCursor : undefined,
-    refetchOnMount: true,
   });
 }
 
@@ -32,7 +31,6 @@ export function useFavoriteIds(type: FavoriteType, spaceId?: string): Set<string
   const { data } = useQuery({
     queryKey: ["favorite-ids", type, spaceId],
     queryFn: () => getFavoriteIds(type, spaceId),
-    refetchOnMount: true,
   });
 
   const items = data?.items;

apps/client/src/features/page-details/components/page-details-aside.tsx

@@ -12,7 +12,7 @@ import { useAtomValue } from "jotai";
 import { useParams } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { extractPageSlugId } from "@/lib";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import { pageEditorAtom } from "@/features/editor/atoms/editor-atoms.ts";
 import { useBacklinksCountQuery } from "@/features/page-details/queries/backlinks-query.ts";
 import { BacklinksModal } from "./backlinks-modal";
@@ -23,7 +23,7 @@ import { LabelsSection } from "@/features/label/components/labels-section.tsx";
 
 export function PageDetailsAside() {
   const { pageSlug } = useParams();
-  const { data: page } = usePageQuery({
+  const { data: page } = usePageMetaQuery({
     pageId: extractPageSlugId(pageSlug),
   });
   const pageEditor = useAtomValue(pageEditorAtom);

apps/client/src/features/page/components/breadcrumbs/breadcrumb-path-equal.test.ts

@@ -0,0 +1,53 @@
+import { describe, it, expect, vi } from "vitest";
+import { SpaceTreeNode } from "@/features/page/tree/types";
+
+// breadcrumb.tsx transitively imports @/main.tsx (via usePageMetaQuery ->
+// queryClient), whose module body calls ReactDOM.createRoot on a null root in
+// jsdom. Stub it so importing the pure helper under test doesn't run that
+// (breadcrumbPathEqual does not use queryClient, so a dummy is enough).
+vi.mock("@/main.tsx", () => ({ queryClient: {} }));
+
+import { breadcrumbPathEqual } from "./breadcrumb";
+
+// breadcrumbPathEqual is the ONLY point where a false-positive equality would
+// leave a stale/incorrect breadcrumb trail on screen: it decides whether the
+// selectAtom hands back the same reference (no re-render) for the ancestor chain.
+// Pin both directions — a too-loose equality goes stale on a rename; a too-tight
+// one loses the perf win.
+const node = (over: Partial<SpaceTreeNode>): SpaceTreeNode =>
+  ({ id: "a", slugId: "sa", name: "A", icon: "📄", ...over }) as SpaceTreeNode;
+
+describe("breadcrumbPathEqual", () => {
+  it("both null → true", () => {
+    expect(breadcrumbPathEqual(null, null)).toBe(true);
+  });
+
+  it("same reference → true", () => {
+    const p = [node({})];
+    expect(breadcrumbPathEqual(p, p)).toBe(true);
+  });
+
+  it("equal by id/slugId/name/icon (different arrays) → true", () => {
+    expect(breadcrumbPathEqual([node({})], [node({})])).toBe(true);
+  });
+
+  it("one side null → false", () => {
+    expect(breadcrumbPathEqual([node({})], null)).toBe(false);
+    expect(breadcrumbPathEqual(null, [node({})])).toBe(false);
+  });
+
+  it("different length → false", () => {
+    expect(
+      breadcrumbPathEqual([node({})], [node({}), node({ id: "b" })]),
+    ).toBe(false);
+  });
+
+  it.each(["name", "icon", "slugId", "id"] as const)(
+    "a changed %s → false (breadcrumb must re-render)",
+    (field) => {
+      expect(
+        breadcrumbPathEqual([node({})], [node({ [field]: "CHANGED" })]),
+      ).toBe(false);
+    },
+  );
+});

apps/client/src/features/page/components/breadcrumbs/breadcrumb.tsx

@@ -1,7 +1,9 @@
 import { useAtomValue } from "jotai";
+import { selectAtom } from "jotai/utils";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
-import React, { useCallback, useEffect, useState } from "react";
+import React, { useCallback, useEffect, useMemo, useState } from "react";
 import { computeBreadcrumbState } from "./breadcrumb.utils";
+import { findBreadcrumbPath } from "@/features/page/tree/utils";
 import {
   Button,
   Anchor,
@@ -18,7 +20,7 @@ import { SpaceTreeNode } from "@/features/page/tree/types.ts";
 import { IPage } from "@/features/page/types/page.types.ts";
 import { buildPageUrl } from "@/features/page/page.utils.ts";
 import {
-  usePageQuery,
+  usePageMetaQuery,
   usePageBreadcrumbsQuery,
 } from "@/features/page/queries/page-query.ts";
 import { extractPageSlugId } from "@/lib";
@@ -32,39 +34,84 @@ function getTitle(name: string, icon: string) {
   return name;
 }
 
+/**
+ * Equality over a breadcrumb chain by the only fields the breadcrumb renders
+ * (id, slugId, name, icon). Lets the selectAtom below hand back the SAME
+ * reference when an unrelated tree mutation leaves THIS page's ancestor chain
+ * visually unchanged, so the breadcrumb no longer re-renders on every tree
+ * event (it previously subscribed to the whole treeDataAtom).
+ */
+export function breadcrumbPathEqual(
+  a: SpaceTreeNode[] | null,
+  b: SpaceTreeNode[] | null,
+): boolean {
+  if (a === b) return true;
+  if (!a || !b || a.length !== b.length) return false;
+  for (let i = 0; i < a.length; i++) {
+    if (
+      a[i].id !== b[i].id ||
+      a[i].slugId !== b[i].slugId ||
+      a[i].name !== b[i].name ||
+      a[i].icon !== b[i].icon
+    ) {
+      return false;
+    }
+  }
+  return true;
+}
+
 export default function Breadcrumb() {
   const { t } = useTranslation();
-  const treeData = useAtomValue(treeDataAtom);
   const [breadcrumbNodes, setBreadcrumbNodes] = useState<
     SpaceTreeNode[] | null
   >(null);
   const { pageSlug, spaceSlug } = useParams();
-  const { data: currentPage } = usePageQuery({
+  const { data: currentPage } = usePageMetaQuery({
     pageId: extractPageSlugId(pageSlug),
   });
+  const currentPageId = currentPage?.id;
   // The page's own ancestor chain, fetched independently of the lazily-built
   // sidebar tree so a deep page doesn't render a blank breadcrumb for seconds
   // while the tree backfills (#218).
-  const { data: ancestors } = usePageBreadcrumbsQuery(currentPage?.id);
+  const { data: ancestors } = usePageBreadcrumbsQuery(currentPageId);
   const isMobile = useMediaQuery("(max-width: 48em)");
 
+  // Narrowed subscription: instead of subscribing to the whole treeDataAtom and
+  // recomputing on every tree event, derive ONLY the current page's ancestor
+  // chain. The custom equality returns the previous reference when that chain is
+  // visually unchanged, so an unrelated tree mutation no longer re-renders this
+  // component. Mirrors computeBreadcrumbState's tree-hit branch
+  // (findBreadcrumbPath); the tree-miss/ancestors fallback is applied below.
+  const treePathAtom = useMemo(
+    () =>
+      selectAtom(
+        treeDataAtom,
+        (tree): SpaceTreeNode[] | null =>
+          currentPageId ? findBreadcrumbPath(tree, currentPageId) : null,
+        breadcrumbPathEqual,
+      ),
+    [currentPageId],
+  );
+  const treePath = useAtomValue(treePathAtom);
+
   useEffect(() => {
     if (!currentPage) return;
 
     // Selection/mapping + stale-clearing live in a pure, unit-tested helper
-    // (#218). It resolves the correct chain when possible and, on a transient
-    // miss, clears a chain left over from a previously-viewed page instead of
-    // showing the wrong trail — while keeping a chain already resolved for THIS
-    // page to avoid a blank flash.
+    // (#218). The tree-hit chain (treePath) always wins when present; otherwise
+    // fall back to the page's own ancestors and the stale-clearing logic — this
+    // reproduces computeBreadcrumbState(fullTree, ancestors, …) exactly, since
+    // its tree-hit branch is precisely findBreadcrumbPath(fullTree, pageId).
     setBreadcrumbNodes((previous) =>
+      treePath ??
       computeBreadcrumbState(
-        treeData,
+        null,
         ancestors as IPage[] | undefined,
         currentPage.id,
         previous,
       ),
     );
-  }, [currentPage?.id, treeData, ancestors]);
+  }, [currentPage?.id, treePath, ancestors]);
 
   const HiddenNodesTooltipContent = () =>
     breadcrumbNodes?.slice(1, -1).map((node) => (

apps/client/src/features/page/components/header/page-header-menu.tsx

@@ -24,7 +24,7 @@ import { historyAtoms } from "@/features/page-history/atoms/history-atoms.ts";
 import { useDisclosure, useHotkeys } from "@mantine/hooks";
 import { useClipboard } from "@/hooks/use-clipboard";
 import { useParams } from "react-router-dom";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import {
   useToggleTemporaryMutation,
   syncTemporaryExpiresInCache,
@@ -67,7 +67,7 @@ export default function PageHeaderMenu({ readOnly }: PageHeaderMenuProps) {
   const commentsTriggerProps = useAsideTriggerProps("comments");
   const tocTriggerProps = useAsideTriggerProps("toc");
   const { pageSlug } = useParams();
-  const { data: page } = usePageQuery({
+  const { data: page } = usePageMetaQuery({
     pageId: extractPageSlugId(pageSlug),
   });
   const isDeleted = !!page?.deletedAt;
@@ -146,7 +146,7 @@ function PageActionMenu({ readOnly }: PageActionMenuProps) {
   const [, setHistoryModalOpen] = useAtom(historyAtoms);
   const clipboard = useClipboard({ timeout: 500 });
   const { pageSlug, spaceSlug } = useParams();
-  const { data: page, isLoading } = usePageQuery({
+  const { data: page, isLoading } = usePageMetaQuery({
     pageId: extractPageSlugId(pageSlug),
   });
   const { handleDelete } = useTreeMutation(page?.spaceId ?? "");

apps/client/src/features/page/components/temporary-note-banner.tsx

@@ -10,7 +10,7 @@ import { IconClockHour4, IconTrash } from "@tabler/icons-react";
 import { useState } from "react";
 import { Trans, useTranslation } from "react-i18next";
 import { useTimeAgo } from "@/hooks/use-time-ago.tsx";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import { useTreeMutation } from "@/features/page/tree/hooks/use-tree-mutation.ts";
 import {
   useToggleTemporaryMutation,
@@ -35,7 +35,7 @@ type TemporaryNoteBannerProps = {
  */
 export function TemporaryNoteBanner({ slugId }: TemporaryNoteBannerProps) {
   const { t } = useTranslation();
-  const { data: page } = usePageQuery({ pageId: slugId });
+  const { data: page } = usePageMetaQuery({ pageId: slugId });
   const { data: space } = useGetSpaceBySlugQuery(page?.space?.slug);
   const spaceAbility = useSpaceAbility(space?.membership?.permissions);
   const expiresTimeAgo = useTimeAgo(page?.temporaryExpiresAt);

apps/client/src/features/page/queries/invalidate-on-update-page.test.ts

@@ -0,0 +1,90 @@
+import { describe, it, expect, beforeEach, vi } from "vitest";
+import type { IPage } from "@/features/page/types/page.types";
+
+// A fresh QueryClient stands in for the app singleton (importing the real
+// @/main.tsx would run ReactDOM.createRoot, which has no DOM root in jsdom). The
+// factory constructs it (QueryClient can't be referenced in vi.hoisted — that
+// runs before imports resolve); we import the SAME mocked instance back to seed
+// and assert on it.
+vi.mock("@/main.tsx", async () => {
+  const { QueryClient } = await import("@tanstack/react-query");
+  return { queryClient: new QueryClient() };
+});
+
+import { queryClient as h_qc } from "@/main.tsx";
+import { invalidateOnUpdatePage } from "./page-query";
+
+const h = { qc: h_qc };
+
+// invalidateOnUpdatePage is the field-only (title/icon) tree path: instead of a
+// blanket invalidate it patches the affected node IN PLACE in every cached embed
+// subtree. The undefined-guard is LOAD-BEARING: a title-only socket event carries
+// icon:undefined, and without the guard `{...p, icon: undefined}` would WIPE the
+// icon in every cached subtree.
+const page = (over: Partial<IPage>): IPage =>
+  ({ id: "p1", title: "Old", icon: "📄", spaceId: "s1" }) as IPage &
+    typeof over as IPage;
+
+describe("invalidateOnUpdatePage — pointwise embed-cache patch", () => {
+  beforeEach(() => {
+    h.qc.clear();
+  });
+
+  it("title-only event updates title but PRESERVES the icon (undefined-guard)", () => {
+    const key = ["page-tree", "parent-1"];
+    h.qc.setQueryData<IPage[]>(key, [
+      { id: "p1", title: "Old", icon: "📄", spaceId: "s1" } as IPage,
+      { id: "p2", title: "Other", icon: "📁", spaceId: "s1" } as IPage,
+    ]);
+
+    // icon passed as undefined (a title-only update)
+    invalidateOnUpdatePage(
+      "s1",
+      "parent-1",
+      "p1",
+      "New Title",
+      undefined as unknown as string,
+    );
+
+    const patched = h.qc.getQueryData<IPage[]>(key)!;
+    const p1 = patched.find((p) => p.id === "p1")!;
+    const p2 = patched.find((p) => p.id === "p2")!;
+    expect(p1.title).toBe("New Title");
+    expect(p1.icon).toBe("📄"); // preserved, not wiped
+    // Sibling node untouched.
+    expect(p2.title).toBe("Other");
+    expect(p2.icon).toBe("📁");
+  });
+
+  it("icon-only event updates icon but preserves the title", () => {
+    const key = ["page-tree", "parent-1"];
+    h.qc.setQueryData<IPage[]>(key, [
+      { id: "p1", title: "Keep", icon: "📄", spaceId: "s1" } as IPage,
+    ]);
+
+    invalidateOnUpdatePage(
+      "s1",
+      "parent-1",
+      "p1",
+      undefined as unknown as string,
+      "🚀",
+    );
+
+    const p1 = h.qc.getQueryData<IPage[]>(key)!.find((p) => p.id === "p1")!;
+    expect(p1.icon).toBe("🚀");
+    expect(p1.title).toBe("Keep");
+  });
+
+  it("does not touch a subtree that lacks the updated node", () => {
+    const otherKey = ["page-tree", "unrelated"];
+    const before = [
+      { id: "x1", title: "X", icon: "❌", spaceId: "s1" } as IPage,
+    ];
+    h.qc.setQueryData<IPage[]>(otherKey, before);
+
+    invalidateOnUpdatePage("s1", "parent-1", "p1", "New", "🚀");
+
+    // Same reference back — the subtree without p1 is left as-is.
+    expect(h.qc.getQueryData<IPage[]>(otherKey)).toBe(before);
+  });
+});

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

@@ -51,6 +51,10 @@ export function usePageQuery(
     queryFn: () => getPageById(pageInput),
     enabled: !!pageInput.pageId,
     staleTime: 5 * 60 * 1000,
+    // Keep the previously-loaded page visible while navigating to a new one
+    // instead of flashing a blank/skeleton frame (the new page's content
+    // streams in when ready). isLoading stays true only for the very first load.
+    placeholderData: keepPreviousData,
   });
 
   useEffect(() => {
@@ -66,6 +70,61 @@ export function usePageQuery(
   return query;
 }
 
+/**
+ * A page view that omits the large, frequently-changing `content` field. Every
+ * other field is preserved, so consumers that read only metadata (title, icon,
+ * permissions, id, creator, timestamps, …) keep working unchanged.
+ */
+export type IPageMeta = Omit<IPage, "content">;
+
+function selectPageMeta(page: IPage): IPageMeta {
+  // Drop `content`; react-query's structural sharing (replaceEqualDeep) then
+  // returns the SAME reference whenever the remaining fields are unchanged, so a
+  // pure content churn (typing / debouncedUpdateContent, collab `page.updated`)
+  // no longer changes this slice's identity and its ~13 subscribers don't
+  // re-render on every keystroke wave.
+  const { content: _content, ...meta } = page;
+  return meta as IPageMeta;
+}
+
+/**
+ * Metadata-only variant of {@link usePageQuery}. Shares the SAME query cache
+ * entry (`["pages", pageId]`, full object incl. content), but this hook returns
+ * a stable content-less slice so peripheral subscribers stop re-rendering on
+ * every content update. Use it anywhere the full `content` is not read.
+ */
+export function usePageMetaQuery(
+  pageInput: Partial<IPageInput>,
+): UseQueryResult<IPageMeta, Error> {
+  const query = useQuery({
+    queryKey: ["pages", pageInput.pageId],
+    queryFn: () => getPageById(pageInput),
+    enabled: !!pageInput.pageId,
+    staleTime: 5 * 60 * 1000,
+    select: selectPageMeta,
+    // Match usePageQuery: keep the previous page's metadata visible while
+    // navigating so the periphery (header, breadcrumb, …) doesn't flash blank.
+    placeholderData: keepPreviousData,
+  });
+
+  // Mirror usePageQuery's cross-key alias write so a page fetched by one
+  // identifier is also cached under the other. The cache stores the FULL page
+  // (select only narrows what THIS hook returns), so read the full object back
+  // from the cache and alias THAT — never the content-less slice.
+  useEffect(() => {
+    if (!query.data) return;
+    const full = queryClient.getQueryData<IPage>(["pages", pageInput.pageId]);
+    if (!full) return;
+    if (isValidUuid(pageInput.pageId)) {
+      queryClient.setQueryData(["pages", full.slugId], full);
+    } else {
+      queryClient.setQueryData(["pages", full.id], full);
+    }
+  }, [query.data]);
+
+  return query;
+}
+
 export function useCreatePageMutation() {
   const { t } = useTranslation();
   return useMutation<IPage, Error, Partial<IPageInput>>({
@@ -351,6 +410,12 @@ export function useRecentChangesQuery(spaceId?: string) {
     initialPageParam: undefined as string | undefined,
     getNextPageParam: (lastPage) =>
       lastPage.meta.hasNextPage ? lastPage.meta.nextCursor : undefined,
+    // KEEP refetchOnMount:true (against the global default false): recent-changes
+    // IS invalidated on page create/update/move/delete, but invalidateQueries only
+    // marks an UNMOUNTED query stale — it doesn't refetch it. The widget isn't
+    // always mounted, so an event that lands while it's unmounted leaves it stale,
+    // and the global refetchOnMount:false would not re-fetch on remount. The mount
+    // refetch closes that gap.
     refetchOnMount: true,
   });
 }
@@ -367,6 +432,9 @@ export function useCreatedByQuery(params?: {
     initialPageParam: undefined as string | undefined,
     getNextPageParam: (lastPage) =>
       lastPage.meta.hasNextPage ? lastPage.meta.nextCursor : undefined,
+    // KEEP refetchOnMount:true: the "created-by" key is never invalidated (no
+    // socket/mutation path), so the mount refetch is its ONLY freshness mechanism
+    // — without it the list shows stale cache on navigation.
     refetchOnMount: true,
   });
 }
@@ -380,8 +448,14 @@ export function useDeletedPagesQuery(
     queryFn: () => getDeletedPages(spaceId, params),
     enabled: !!spaceId,
     placeholderData: keepPreviousData,
-    refetchOnMount: true,
     staleTime: 0,
+    // KEEP refetchOnMount:true: ["trash-list"] IS invalidated by the
+    // move-to-trash / delete / restore mutations, but invalidateQueries only marks
+    // an unmounted query stale — it doesn't refetch it. The trash panel isn't
+    // usually mounted when a page is trashed, so on opening it the global
+    // refetchOnMount:false would show a stale list; the mount refetch closes that.
+    // (Do NOT remove the three trash-list invalidations — they are not dead code.)
+    refetchOnMount: true,
   });
 }
 
@@ -516,7 +590,35 @@ export function invalidateOnUpdatePage(
   title: string,
   icon: string,
 ) {
-  invalidatePageTree();
+  // Scoped page-tree refresh (was a blanket `invalidatePageTree()`): this is the
+  // FIELD-only update path (title/icon — no structural change), and the sidebar
+  // tree is already updated pointwise (applyUpdateOne / optimistic setData) plus
+  // via the sidebar-pages cache below. Invalidating ALL ["page-tree"] queries
+  // here refetched every open recursive subpages-embed block on each
+  // rename/icon-change — pure duplicate work. Instead patch just the affected
+  // node IN PLACE in every cached embed subtree: same visible result, no network
+  // churn, no full embed-tree rebuild. Structural events (create/move/delete)
+  // keep the blanket invalidate in their own helpers.
+  const pageTreeMatches = queryClient.getQueriesData<IPage[]>({
+    queryKey: ["page-tree"],
+  });
+  pageTreeMatches.forEach(([key, items]) => {
+    if (!items || !items.some((p) => p.id === id)) return;
+    queryClient.setQueryData<IPage[]>(key, (old) =>
+      old?.map((p) =>
+        p.id === id
+          ? {
+              ...p,
+              // Guard undefined so a title-only event can't wipe the icon (and
+              // vice versa) in the embed cache.
+              ...(title !== undefined ? { title } : {}),
+              ...(icon !== undefined ? { icon } : {}),
+            }
+          : p,
+      ),
+    );
+  });
+
   let queryKey: QueryKey = null;
   if (parentPageId === null) {
     queryKey = ["root-sidebar-pages", spaceId];

apps/client/src/features/page/trash/components/deleted-page-banner.tsx

@@ -7,7 +7,7 @@ import { useRestorePageModal } from "@/features/page/hooks/use-restore-page-moda
 import { useDeletePageModal } from "@/features/page/hooks/use-delete-page-modal.tsx";
 import {
   useDeletePageMutation,
-  usePageQuery,
+  usePageMetaQuery,
   useRestorePageMutation,
 } from "@/features/page/queries/page-query.ts";
 import { getSpaceUrl } from "@/lib/config.ts";
@@ -25,7 +25,7 @@ type DeletedPageBannerProps = {
 export function DeletedPageBanner({ slugId }: DeletedPageBannerProps) {
   const { t } = useTranslation();
   const navigate = useNavigate();
-  const { data: page } = usePageQuery({ pageId: slugId });
+  const { data: page } = usePageMetaQuery({ pageId: slugId });
   const { data: space } = useGetSpaceBySlugQuery(page?.space?.slug);
   const spaceAbility = useSpaceAbility(space?.membership?.permissions);
   const deletedTimeAgo = useTimeAgo(page?.deletedAt);

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

@@ -1,4 +1,4 @@
-import { useAtom } from "jotai";
+import { useSetAtom, useStore } from "jotai";
 import { useTranslation } from "react-i18next";
 import { useParams } from "react-router-dom";
 import { ActionIcon, Menu, rem } from "@mantine/core";
@@ -52,7 +52,11 @@ export function NodeMenu({ node, canEdit }: NodeMenuProps) {
   const clipboard = useClipboard({ timeout: 500 });
   const { spaceSlug } = useParams();
   const { handleDelete } = useTreeMutation(node.spaceId);
-  const [data, setData] = useAtom(treeDataAtom);
+  // Setter-only: the tree value is read only imperatively inside the duplicate
+  // handler (via `store` below), never at render, so useSetAtom avoids
+  // re-rendering every row's NodeMenu on any tree event.
+  const setData = useSetAtom(treeDataAtom);
+  const store = useStore();
   const emit = useQueryEmit();
   const [exportOpened, { open: openExportModal, close: closeExportModal }] =
     useDisclosure(false);
@@ -125,8 +129,8 @@ export function NodeMenu({ node, canEdit }: NodeMenuProps) {
     try {
       const duplicatedPage = await duplicatePage({ pageId: node.id });
 
-      // figure out parent + insertion index
-      const siblings = treeModel.siblingsOf(data, node.id);
+      // figure out parent + insertion index (read the live tree imperatively)
+      const siblings = treeModel.siblingsOf(store.get(treeDataAtom), node.id);
       const parentId = siblings?.parentId ?? null;
       const currentIndex = siblings?.index ?? 0;
       const newIndex = currentIndex + 1;

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

@@ -1,6 +1,6 @@
 import { useRef } from "react";
 import { Link, useParams } from "react-router-dom";
-import { useAtom } from "jotai";
+import { useAtom, useSetAtom } from "jotai";
 import { useTranslation } from "react-i18next";
 import { ActionIcon, rem, Tooltip } from "@mantine/core";
 import {
@@ -51,7 +51,11 @@ export function SpaceTreeRow({
   const { t } = useTranslation();
   const { spaceSlug } = useParams();
   const updatePageMutation = useUpdatePageMutation();
-  const [, setTreeData] = useAtom(treeDataAtom);
+  // Setter-only: subscribing to the whole treeDataAtom (via useAtom) re-rendered
+  // every virtualized row on any tree event, bypassing the DocTreeRow memo. This
+  // row never reads the tree value, only writes it, so useSetAtom avoids the
+  // value subscription.
+  const setTreeData = useSetAtom(treeDataAtom);
   const emit = useQueryEmit();
   const timerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
   const [mobileSidebarOpened] = useAtom(mobileSidebarAtom);

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

@@ -35,6 +35,7 @@ vi.mock("@/features/page/queries/page-query.ts", () => ({
     isFetching: false,
   }),
   usePageQuery: () => ({ data: undefined }),
+  usePageMetaQuery: () => ({ data: undefined }),
   fetchAllAncestorChildren: (...args: unknown[]) =>
     fetchAllAncestorChildrenMock(...args),
 }));

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

@@ -26,6 +26,7 @@ vi.mock("@/features/page/queries/page-query.ts", () => ({
     isFetching: false,
   }),
   usePageQuery: () => ({ data: undefined }),
+  usePageMetaQuery: () => ({ data: undefined }),
   fetchAllAncestorChildren: vi.fn(),
 }));
 

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

@@ -15,7 +15,7 @@ import { notifications } from "@mantine/notifications";
 import {
   fetchAllAncestorChildren,
   useGetRootSidebarPagesQuery,
-  usePageQuery,
+  usePageMetaQuery,
 } from "@/features/page/queries/page-query.ts";
 import classes from "@/features/page/tree/styles/tree.module.css";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
@@ -76,7 +76,7 @@ const SpaceTree = forwardRef<SpaceTreeApi, SpaceTreeProps>(function SpaceTree(
   const [isDataLoaded, setIsDataLoaded] = useState(false);
   const spaceIdRef = useRef(spaceId);
   spaceIdRef.current = spaceId;
-  const { data: currentPage } = usePageQuery({
+  const { data: currentPage } = usePageMetaQuery({
     pageId: extractPageSlugId(pageSlug),
   });
 

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

@@ -1,5 +1,5 @@
 import { useCallback } from "react";
-import { useAtom, useSetAtom, useStore } from "jotai";
+import { useSetAtom, useStore } from "jotai";
 import { notifications } from "@mantine/notifications";
 import { useTranslation } from "react-i18next";
 import { useNavigate, useParams } from "react-router-dom";
@@ -34,7 +34,10 @@ export type UseTreeMutation = {
 
 export function useTreeMutation(spaceId: string): UseTreeMutation {
   const { t } = useTranslation();
-  const [, setData] = useAtom(treeDataAtom);
+  // Setter-only: this hook never reads the tree reactively (handlers read the
+  // live value imperatively via `store` below), so useSetAtom avoids
+  // re-rendering SpaceSidebar on every tree event.
+  const setData = useSetAtom(treeDataAtom);
   // `store` reads the *current* treeDataAtom imperatively in handlers — avoids
   // stale-closure issues when the caller updates the tree (e.g. lazy-load
   // children) and then immediately invokes a handler.

apps/client/src/features/share/components/share-modal.test.tsx

@@ -28,6 +28,7 @@ vi.mock("@/features/share/queries/share-query.ts", () => ({
 
 vi.mock("@/features/page/queries/page-query.ts", () => ({
   usePageQuery: () => ({ data: { id: "page-1", title: "Doc" } }),
+  usePageMetaQuery: () => ({ data: { id: "page-1", title: "Doc" } }),
 }));
 
 vi.mock("@/features/space/queries/space-query.ts", () => ({

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

@@ -20,7 +20,7 @@ import {
 import { Link, useParams } from "react-router-dom";
 import { extractPageSlugId, getPageIcon } from "@/lib";
 import { useTranslation } from "react-i18next";
-import { usePageQuery } from "@/features/page/queries/page-query.ts";
+import { usePageMetaQuery } from "@/features/page/queries/page-query.ts";
 import CopyTextButton from "@/components/common/copy.tsx";
 import { getAppUrl } from "@/lib/config.ts";
 import { buildPageUrl } from "@/features/page/page.utils.ts";
@@ -37,7 +37,7 @@ export default function ShareModal({ readOnly }: ShareModalProps) {
   const { t } = useTranslation();
   const { pageSlug } = useParams();
   const pageSlugId = extractPageSlugId(pageSlug);
-  const { data: page } = usePageQuery({ pageId: pageSlugId });
+  const { data: page } = usePageMetaQuery({ pageId: pageSlugId });
   const pageId = page?.id;
   const { data: share } = useShareForPageQuery(pageId);
   const { spaceSlug } = useParams();

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

@@ -38,6 +38,11 @@ export function useGetSpacesQuery(
     queryKey: ["spaces", params],
     queryFn: () => getSpaces(params),
     placeholderData: keepPreviousData,
+    // KEEP refetchOnMount:true (against the global default false): the ["spaces"]
+    // key is invalidated only by same-tab mutations (no socket path), so a
+    // cross-actor change — an admin adding/removing THIS user from a space — has
+    // no local mutation or socket event and would leave the space list stale until
+    // a hard reload. The mount refetch is its only cross-actor freshness path.
     refetchOnMount: true,
   });
 }

apps/client/src/features/space/queries/space-watcher-query.ts

@@ -16,7 +16,6 @@ export function useWatchedSpaceIds(): Set<string> {
   const { data } = useQuery({
     queryKey: [WATCHED_SPACE_IDS_KEY],
     queryFn: () => getWatchedSpaceIds(),
-    refetchOnMount: true,
   });
 
   const items = data?.items;

apps/client/src/features/websocket/use-query-subscription.ts

@@ -19,7 +19,11 @@ export const useQuerySubscription = () => {
   const [socket] = useAtom(socketAtom);
 
   React.useEffect(() => {
-    socket?.on("message", (event) => {
+    if (!socket) return;
+    // Named handler + off() cleanup (mirrors use-notification-socket). Without
+    // cleanup, every socket recreation / effect re-run stacked another listener,
+    // so a single broadcast fired duplicated invalidateQueries / setQueryData.
+    const handleMessage = (event) => {
       const data: WebSocketEvent = event;
 
       let entity = null;
@@ -163,6 +167,11 @@ export const useQuerySubscription = () => {
           });
           break;
       }
-    });
+    };
+
+    socket.on("message", handleMessage);
+    return () => {
+      socket.off("message", handleMessage);
+    };
   }, [queryClient, socket]);
 };

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

@@ -1,6 +1,6 @@
 import { useEffect } from "react";
 import { socketAtom } from "@/features/websocket/atoms/socket-atom.ts";
-import { useAtom } from "jotai";
+import { useAtom, useSetAtom } from "jotai";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
 import { WebSocketEvent } from "@/features/websocket/types";
 import { SpaceTreeNode } from "@/features/page/tree/types.ts";
@@ -16,7 +16,10 @@ import localEmitter from "@/lib/local-emitter.ts";
 
 export const useTreeSocket = () => {
   const [socket] = useAtom(socketAtom);
-  const [, setTreeData] = useAtom(treeDataAtom);
+  // Setter-only: this hook writes the tree from socket events but never reads it
+  // reactively, so useSetAtom avoids re-rendering UserProvider (its host) on
+  // every tree event.
+  const setTreeData = useSetAtom(treeDataAtom);
   const queryClient = useQueryClient();
 
   useEffect(() => {
@@ -37,7 +40,11 @@ export const useTreeSocket = () => {
   }, []);
 
   useEffect(() => {
-    socket?.on("message", (event: WebSocketEvent) => {
+    if (!socket) return;
+    // Named handler + off() cleanup (mirrors use-notification-socket). Without
+    // cleanup, every socket recreation / effect re-run stacked another listener,
+    // so a single broadcast fired duplicated tree walks after each reconnect.
+    const handleMessage = (event: WebSocketEvent) => {
       switch (event.operation) {
         case "updateOne":
           if (event.entity[0] === "pages") {
@@ -64,6 +71,11 @@ export const useTreeSocket = () => {
           });
           break;
       }
-    });
-  }, [socket]);
+    };
+
+    socket.on("message", handleMessage);
+    return () => {
+      socket.off("message", handleMessage);
+    };
+  }, [socket, queryClient, setTreeData]);
 };

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

@@ -394,6 +394,10 @@ export default function AiProviderSettings() {
     useState<boolean>(
       workspace?.settings?.ai?.publicShareAssistant ?? false,
     );
+  // #184: detached/autonomous agent runs (settings.ai.autonomousRuns).
+  const [autonomousRunsEnabled, setAutonomousRunsEnabled] = useState<boolean>(
+    workspace?.settings?.ai?.autonomousRuns ?? false,
+  );
   const [chatToggleLoading, setChatToggleLoading] = useState(false);
   const [searchToggleLoading, setSearchToggleLoading] = useState(false);
   const [dictationToggleLoading, setDictationToggleLoading] = useState(false);
@@ -403,6 +407,8 @@ export default function AiProviderSettings() {
     publicShareAssistantToggleLoading,
     setPublicShareAssistantToggleLoading,
   ] = useState(false);
+  const [autonomousRunsToggleLoading, setAutonomousRunsToggleLoading] =
+    useState(false);
 
   // Whether a key is currently stored server-side (drives the placeholder).
   const [hasApiKey, setHasApiKey] = useState(false);
@@ -730,6 +736,37 @@ export default function AiProviderSettings() {
     }
   }
 
+  // Optimistic toggle for detached/autonomous agent runs
+  // (settings.ai.autonomousRuns). When on, a chat turn becomes a server-side run
+  // that survives a browser disconnect and can be reconnected to / live-followed;
+  // only an explicit Stop ends it. Off by default; single-instance-only in phase 1.
+  async function handleToggleAutonomousRuns(value: boolean) {
+    setAutonomousRunsToggleLoading(true);
+    const previous = autonomousRunsEnabled;
+    setAutonomousRunsEnabled(value);
+    try {
+      const updated = await updateWorkspace({ autonomousRuns: value });
+      setWorkspace({
+        ...updated,
+        settings: {
+          ...updated.settings,
+          ai: { ...updated.settings?.ai, autonomousRuns: value },
+        },
+      });
+      notifications.show({ message: t("Updated successfully") });
+    } catch (err) {
+      setAutonomousRunsEnabled(previous);
+      const message = (err as { response?: { data?: { message?: string } } })
+        ?.response?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    } finally {
+      setAutonomousRunsToggleLoading(false);
+    }
+  }
+
   // Admins only — match the previous behavior.
   if (!isAdmin) {
     return (
@@ -960,6 +997,31 @@ export default function AiProviderSettings() {
           {...form.getInputProps("publicShareAssistantRoleId")}
         />
 
+        {/* Detached/autonomous agent runs: a chat turn becomes a server-side run
+            that survives a browser disconnect; only an explicit Stop ends it.
+            Single-instance-only in phase 1. */}
+        <Group justify="space-between" align="center" wrap="nowrap" mt="md">
+          <Stack gap={0}>
+            <Text fw={600} size="sm">
+              {t("Autonomous agent runs")}
+            </Text>
+            <Text size="xs" c="dimmed">
+              {t(
+                "Keep an agent turn running server-side even if the browser disconnects; reconnect and follow it on reopen. Single-instance deployments only.",
+              )}
+            </Text>
+          </Stack>
+          <Switch
+            label={t("Enabled")}
+            labelPosition="left"
+            checked={autonomousRunsEnabled}
+            disabled={autonomousRunsToggleLoading}
+            onChange={(e) =>
+              handleToggleAutonomousRuns(e.currentTarget.checked)
+            }
+          />
+        </Group>
+
         <Group mt="md" align="center">
           <Button
             variant="default"

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

@@ -243,6 +243,5 @@ export function useAppVersion(
     queryFn: () => getAppVersion(),
     staleTime: 60 * 60 * 1000, // 1 hr
     enabled: isEnabled,
-    refetchOnMount: true,
   });
 }

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

@@ -26,6 +26,9 @@ export interface IWorkspace {
   aiDictation?: boolean;
   aiDictationStreaming?: boolean;
   aiPublicShareAssistant?: boolean;
+  // Write-only field for updateWorkspace({ autonomousRuns }). Read state lives at
+  // settings.ai.autonomousRuns.
+  autonomousRuns?: boolean;
   trashRetentionDays?: number;
   // Default lifetime (HOURS) for new temporary notes; frozen per-note at creation.
   temporaryNoteHours?: number;
@@ -65,6 +68,9 @@ export interface IWorkspaceAiSettings {
   dictation?: boolean;
   dictationStreaming?: boolean;
   publicShareAssistant?: boolean;
+  // #184: detached agent runs (a run survives a browser disconnect and can be
+  // reconnected to / live-followed on reopen). Gates the run-reconnect polling.
+  autonomousRuns?: boolean;
 }
 
 export interface IWorkspaceSharingSettings {

apps/client/src/lib/config.ts

@@ -47,6 +47,13 @@ export function isCompactPageTreeEnabled(): boolean {
   return castToBoolean(getConfigValue("COMPACT_PAGE_TREE", "true"));
 }
 
+// #355 — operator toggle for client perf-telemetry. DEFAULT OFF: the server
+// mirrors CLIENT_TELEMETRY_ENABLED into window.CONFIG; when off the client
+// installs no observers and sends nothing (the sink endpoint doesn't exist).
+export function isClientTelemetryEnabled(): boolean {
+  return castToBoolean(getConfigValue("CLIENT_TELEMETRY_ENABLED", "false"));
+}
+
 export function getAvatarUrl(
   avatarUrl: string,
   type: AvatarIconType = AvatarIconType.AVATAR,

apps/client/src/lib/telemetry/route-template.test.ts

@@ -0,0 +1,35 @@
+import { describe, it, expect } from "vitest";
+import { templateRoute } from "./route-template";
+
+describe("templateRoute", () => {
+  it("templates a space page path (never leaks slugs)", () => {
+    const t = templateRoute("/s/engineering/p/design-doc-abc123");
+    expect(t).toBe("/s/:space/p/:slug");
+    expect(t).not.toContain("engineering");
+    expect(t).not.toContain("design-doc");
+  });
+
+  it("templates share, redirect and space paths", () => {
+    expect(templateRoute("/share/abc/p/xyz")).toBe("/share/:shareId/p/:slug");
+    expect(templateRoute("/share/p/xyz")).toBe("/share/p/:slug");
+    expect(templateRoute("/p/some-slug")).toBe("/p/:slug");
+    expect(templateRoute("/s/team")).toBe("/s/:space");
+    expect(templateRoute("/s/team/trash")).toBe("/s/:space/trash");
+    expect(templateRoute("/labels/urgent")).toBe("/labels/:label");
+  });
+
+  it("keeps known static routes verbatim", () => {
+    expect(templateRoute("/home")).toBe("/home");
+    expect(templateRoute("/settings/members")).toBe("/settings/members");
+    expect(templateRoute("/")).toBe("/");
+  });
+
+  it("normalises a trailing slash", () => {
+    expect(templateRoute("/s/team/p/slug/")).toBe("/s/:space/p/:slug");
+  });
+
+  it("collapses unknown paths to 'other' (bounded cardinality)", () => {
+    expect(templateRoute("/weird/unknown/thing")).toBe("other");
+    expect(templateRoute("/s/team/p/slug/extra/segments")).toBe("other");
+  });
+});

apps/client/src/lib/telemetry/route-template.ts

@@ -0,0 +1,70 @@
+/**
+ * Map a raw pathname to a BOUNDED route TEMPLATE (#355).
+ *
+ * Perf metrics must be labelled by route template only — never a raw path with
+ * slugs/ids — so the server-side `route` column and any downstream aggregation
+ * stay low-cardinality and carry NO page slugs/titles (privacy). Anything that
+ * does not match a known pattern collapses to `other`.
+ *
+ * The template vocabulary mirrors the issue's example (`/s/:space/p/:slug`).
+ */
+const ROUTE_PATTERNS: { re: RegExp; template: string }[] = [
+  // Share pages (public).
+  { re: /^\/share\/[^/]+\/p\/[^/]+$/, template: '/share/:shareId/p/:slug' },
+  { re: /^\/share\/p\/[^/]+$/, template: '/share/p/:slug' },
+  { re: /^\/share\/[^/]+$/, template: '/share/:shareId' },
+  // Page redirect.
+  { re: /^\/p\/[^/]+$/, template: '/p/:slug' },
+  // Space + page.
+  { re: /^\/s\/[^/]+\/p\/[^/]+$/, template: '/s/:space/p/:slug' },
+  { re: /^\/s\/[^/]+\/trash$/, template: '/s/:space/trash' },
+  { re: /^\/s\/[^/]+$/, template: '/s/:space' },
+  // Misc dynamic.
+  { re: /^\/labels\/[^/]+$/, template: '/labels/:label' },
+  { re: /^\/invites\/[^/]+$/, template: '/invites/:invitationId' },
+  { re: /^\/settings\/groups\/[^/]+$/, template: '/settings/groups/:groupId' },
+];
+
+// Static routes we accept verbatim (finite set).
+const STATIC_ROUTES = new Set<string>([
+  '/home',
+  '/spaces',
+  '/favorites',
+  '/login',
+  '/forgot-password',
+  '/password-reset',
+  '/setup/register',
+  '/settings/account/profile',
+  '/settings/account/preferences',
+  '/settings/workspace',
+  '/settings/ai',
+  '/settings/members',
+  '/settings/groups',
+  '/settings/spaces',
+  '/settings/sharing',
+]);
+
+export function templateRoute(pathname: string): string {
+  // Normalise a trailing slash (except root).
+  const path =
+    pathname.length > 1 && pathname.endsWith('/')
+      ? pathname.slice(0, -1)
+      : pathname;
+
+  if (path === '' || path === '/') return '/';
+  if (STATIC_ROUTES.has(path)) return path;
+
+  for (const { re, template } of ROUTE_PATTERNS) {
+    if (re.test(path)) return template;
+  }
+  return 'other';
+}
+
+/** Template for the current window location. */
+export function currentRouteTemplate(): string {
+  try {
+    return templateRoute(window.location.pathname);
+  } catch {
+    return 'other';
+  }
+}

apps/client/src/lib/telemetry/vitals.ts

@@ -0,0 +1,290 @@
+import {
+  onCLS,
+  onINP,
+  onLCP,
+  onTTFB,
+  type CLSMetricWithAttribution,
+  type INPMetricWithAttribution,
+  type LCPMetricWithAttribution,
+  type TTFBMetricWithAttribution,
+} from "web-vitals/attribution";
+import { isClientTelemetryEnabled } from "@/lib/config";
+import { currentRouteTemplate } from "./route-template";
+
+/**
+ * Client perf-telemetry (#355): web-vitals + custom metrics buffered and posted
+ * to POST /api/telemetry/vitals via sendBeacon.
+ *
+ * Design constraints from the issue:
+ *  - Sampling is decided ONCE per session (25%), cached in sessionStorage,
+ *    BEFORE any observer is subscribed. Non-sampled sessions send nothing.
+ *  - Route labels are TEMPLATES only; attr is truncated to 120 chars; no page
+ *    titles/slugs/text ever leave the browser.
+ *  - Observers are passive and reporting is best-effort — telemetry must not
+ *    degrade the perf it measures.
+ */
+
+const ENDPOINT = "/api/telemetry/vitals";
+const SAMPLE_RATE = 0.25;
+const SAMPLE_KEY = "gm_vitals_sampled";
+const FLUSH_INTERVAL_MS = 15_000;
+const MAX_BUFFER = 40; // flush early if the buffer fills between timers
+const MAX_ATTR_LENGTH = 120;
+const EDITOR_TX_MIN_MS = 8; // only report editor transactions slower than this
+
+const ALLOWED_NAMES = new Set([
+  "INP",
+  "LCP",
+  "CLS",
+  "TTFB",
+  "editor_tx_ms",
+  "page_open_ms",
+  "longtask_ms",
+]);
+
+interface VitalEvent {
+  name: string;
+  value: number;
+  rating?: string;
+  route?: string;
+  attr?: string;
+  docSize?: number;
+}
+
+let sampledCache: boolean | null = null;
+let initialised = false;
+let buffer: VitalEvent[] = [];
+let longtaskSum = 0; // accumulated longtask duration (ms) for the current window
+
+/**
+ * Decide once per session whether this session is sampled. Cached in
+ * sessionStorage so the choice is stable across reloads within the session and
+ * identical for every observer/custom-metric caller.
+ */
+export function isVitalsSampled(): boolean {
+  if (sampledCache !== null) return sampledCache;
+  try {
+    const stored = sessionStorage.getItem(SAMPLE_KEY);
+    if (stored === "1") return (sampledCache = true);
+    if (stored === "0") return (sampledCache = false);
+    const sampled = Math.random() < SAMPLE_RATE;
+    sessionStorage.setItem(SAMPLE_KEY, sampled ? "1" : "0");
+    return (sampledCache = sampled);
+  } catch {
+    // sessionStorage unavailable (private mode / SSR): default to not sampled.
+    return (sampledCache = false);
+  }
+}
+
+/**
+ * True only when telemetry is BOTH enabled by the operator (F1 flag) AND this
+ * session is sampled. Callers outside initVitals (e.g. the editor dispatch
+ * wrapper) use this to skip ALL instrumentation cost on disabled/non-sampled
+ * sessions — no observers, no per-transaction timing.
+ */
+export function isVitalsActive(): boolean {
+  return isClientTelemetryEnabled() && isVitalsSampled();
+}
+
+function truncateAttr(value: unknown): string | undefined {
+  if (typeof value !== "string" || value.length === 0) return undefined;
+  return value.slice(0, MAX_ATTR_LENGTH);
+}
+
+function enqueue(event: VitalEvent): void {
+  if (!ALLOWED_NAMES.has(event.name)) return;
+  if (!Number.isFinite(event.value)) return;
+  buffer.push(event);
+  if (buffer.length >= MAX_BUFFER) flush();
+}
+
+function flush(): void {
+  // Fold any pending longtask total into the batch first.
+  if (longtaskSum > 0) {
+    buffer.push({
+      name: "longtask_ms",
+      value: Math.round(longtaskSum),
+      route: currentRouteTemplate(),
+    });
+    longtaskSum = 0;
+  }
+  if (buffer.length === 0) return;
+
+  const payload = JSON.stringify({ events: buffer });
+  buffer = [];
+
+  try {
+    const blob = new Blob([payload], { type: "application/json" });
+    if (navigator.sendBeacon && navigator.sendBeacon(ENDPOINT, blob)) return;
+    // Fallback for browsers without sendBeacon: keepalive fetch.
+    void fetch(ENDPOINT, {
+      method: "POST",
+      body: payload,
+      headers: { "Content-Type": "application/json" },
+      keepalive: true,
+    }).catch(() => undefined);
+  } catch {
+    // Best-effort: never throw out of telemetry.
+  }
+}
+
+/**
+ * Report a custom client metric (editor_tx_ms, page_open_ms). No-op unless the
+ * session is sampled. Route is always the current TEMPLATE.
+ */
+export function reportClientMetric(
+  name: "editor_tx_ms" | "page_open_ms",
+  value: number,
+  extra?: { docSize?: number },
+): void {
+  if (!isVitalsActive()) return;
+  if (!Number.isFinite(value)) return;
+  enqueue({
+    name,
+    value,
+    route: currentRouteTemplate(),
+    docSize: extra?.docSize,
+  });
+}
+
+/** Threshold-gated editor transaction reporter (only reports slow syncs). */
+export function reportEditorTx(ms: number, docSize: number): void {
+  if (ms <= EDITOR_TX_MIN_MS) return;
+  reportClientMetric("editor_tx_ms", ms, { docSize });
+}
+
+const PAGE_OPEN_MARK = "gm_page_open_start";
+
+/** Mark the start of a page-open interaction (tree-row / link click). */
+export function markPageOpenStart(): void {
+  try {
+    performance.clearMarks(PAGE_OPEN_MARK);
+    performance.mark(PAGE_OPEN_MARK);
+  } catch {
+    // ignore
+  }
+}
+
+/**
+ * Measure page_open_ms at first editor-content render, if a start mark exists.
+ * Consumes the mark so a later render doesn't double-count.
+ */
+export function measurePageOpen(): void {
+  try {
+    const marks = performance.getEntriesByName(PAGE_OPEN_MARK, "mark");
+    if (marks.length === 0) return;
+    const started = marks[0].startTime;
+    const elapsed = performance.now() - started;
+    performance.clearMarks(PAGE_OPEN_MARK);
+    if (elapsed > 0 && Number.isFinite(elapsed)) {
+      reportClientMetric("page_open_ms", elapsed);
+    }
+  } catch {
+    // ignore
+  }
+}
+
+function attrTarget(
+  metric:
+    | INPMetricWithAttribution
+    | LCPMetricWithAttribution
+    | CLSMetricWithAttribution,
+): string | undefined {
+  const a = metric.attribution as Record<string, unknown> | undefined;
+  if (!a) return undefined;
+  // Different vitals expose their culprit element under different keys; only a
+  // CSS-selector-ish target string is taken (no text content / titles).
+  return (
+    truncateAttr(a.interactionTarget) ??
+    truncateAttr(a.element) ??
+    truncateAttr(a.largestShiftTarget) ??
+    undefined
+  );
+}
+
+/**
+ * Initialise client telemetry. Safe to call multiple times (idempotent). Returns
+ * immediately without subscribing when the session is not sampled — so a
+ * non-sampled session subscribes to NO observers and sends nothing.
+ */
+export function initVitals(): void {
+  if (initialised) return;
+  initialised = true;
+
+  // Operator flag gate (F1, default OFF): when telemetry is disabled the sink
+  // endpoint does not even exist server-side, so install ZERO observers.
+  if (!isClientTelemetryEnabled()) return;
+
+  // Sampling gate is evaluated BEFORE any observer subscription.
+  if (!isVitalsSampled()) return;
+
+  const report = (
+    metric:
+      | INPMetricWithAttribution
+      | LCPMetricWithAttribution
+      | CLSMetricWithAttribution
+      | TTFBMetricWithAttribution,
+  ) => {
+    enqueue({
+      name: metric.name,
+      value: metric.value,
+      rating: metric.rating,
+      route: currentRouteTemplate(),
+      attr:
+        metric.name === "TTFB"
+          ? undefined
+          : attrTarget(
+              metric as
+                | INPMetricWithAttribution
+                | LCPMetricWithAttribution
+                | CLSMetricWithAttribution,
+            ),
+    });
+  };
+
+  onINP(report);
+  onLCP(report);
+  onCLS(report);
+  onTTFB(report);
+
+  // Long tasks: aggregate the total blocking time per flush window (a passive
+  // observer; individual entries are summed, never stored/sent individually).
+  try {
+    if (typeof PerformanceObserver !== "undefined") {
+      const observer = new PerformanceObserver((list) => {
+        for (const entry of list.getEntries()) {
+          longtaskSum += entry.duration;
+        }
+      });
+      observer.observe({ type: "longtask", buffered: true });
+    }
+  } catch {
+    // longtask entry type unsupported: skip silently.
+  }
+
+  // page_open_ms start: mark when the user clicks a page link/tree-row (any
+  // anchor navigating to a page URL). Passive capture listener; the matching
+  // measure fires at first editor-content render (measurePageOpen). No page
+  // titles/slugs are read — only the click timing is marked.
+  document.addEventListener(
+    "click",
+    (event) => {
+      const target = event.target as Element | null;
+      const anchor = target?.closest?.("a[href]") as HTMLAnchorElement | null;
+      if (!anchor) return;
+      const href = anchor.getAttribute("href") ?? "";
+      // A page link is `/s/:space/p/:slug`, `/p/:slug` or a share page path.
+      if (/\/p\//.test(href)) markPageOpenStart();
+    },
+    { capture: true, passive: true },
+  );
+
+  // Flush on tab hide (most reliable delivery point) and periodically.
+  const onHidden = () => {
+    if (document.visibilityState === "hidden") flush();
+  };
+  document.addEventListener("visibilitychange", onHidden);
+  window.addEventListener("pagehide", flush);
+
+  setInterval(flush, FLUSH_INTERVAL_MS);
+}

apps/client/src/main.tsx

@@ -22,6 +22,7 @@ import {
   isPostHogEnabled,
 } from "@/lib/config.ts";
 import posthog from "posthog-js";
+import { initVitals } from "@/lib/telemetry/vitals";
 
 export const queryClient = new QueryClient({
   defaultOptions: {
@@ -43,6 +44,10 @@ if (isCloud() && isPostHogEnabled) {
   });
 }
 
+// #355 — client perf-telemetry. Decides sampling ONCE (25%/session) before
+// subscribing to any observer; non-sampled sessions send nothing.
+initVitals();
+
 const container = document.getElementById("root") as HTMLElement;
 const root = (container as any).__reactRoot ??= ReactDOM.createRoot(container);
 

apps/client/src/pages/page/page-redirect.tsx

@@ -1,6 +1,6 @@
 import { useNavigate, useParams } from "react-router-dom";
 import { useEffect } from "react";
-import { usePageQuery } from "@/features/page/queries/page-query";
+import { usePageMetaQuery } from "@/features/page/queries/page-query";
 import { buildPageUrl } from "@/features/page/page.utils.ts";
 import { extractPageSlugId } from "@/lib";
 import { Error404 } from "@/components/ui/error-404.tsx";
@@ -11,7 +11,7 @@ export default function PageRedirect() {
     data: page,
     isLoading: pageIsLoading,
     isError,
-  } = usePageQuery({ pageId: extractPageSlugId(pageSlug) });
+  } = usePageMetaQuery({ pageId: extractPageSlugId(pageSlug) });
   const navigate = useNavigate();
 
   useEffect(() => {

apps/client/src/pages/page/page.tsx

@@ -10,7 +10,7 @@ import { useTranslation } from "react-i18next";
 import React from "react";
 import { EmptyState } from "@/components/ui/empty-state.tsx";
 import { IconAlertTriangle, IconFileOff } from "@tabler/icons-react";
-import { Button } from "@mantine/core";
+import { Button, Skeleton } from "@mantine/core";
 import { Link } from "react-router-dom";
 import { ErrorBoundary } from "react-error-boundary";
 const MemoizedFullEditor = React.memo(FullEditor);
@@ -58,7 +58,7 @@ function PageContent({ pageSlug }: { pageSlug: string | undefined }) {
     (space?.settings?.comments?.allowViewerComments === true);
 
   if (isLoading) {
-    return <></>;
+    return <PageSkeleton />;
   }
 
   if (isError || !page) {
@@ -87,7 +87,7 @@ function PageContent({ pageSlug }: { pageSlug: string | undefined }) {
   }
 
   if (!space) {
-    return <></>;
+    return <PageSkeleton />;
   }
 
   return (
@@ -116,3 +116,18 @@ function PageContent({ pageSlug }: { pageSlug: string | undefined }) {
     )
   );
 }
+
+// Lightweight loading placeholder shown instead of a blank fragment while the
+// page (or its space) is loading, so navigation into a not-yet-cached page no
+// longer flashes empty. Approximates the title + first content lines.
+function PageSkeleton() {
+  return (
+    <div>
+      <Skeleton height={34} width="45%" mt="xl" radius="sm" />
+      <Skeleton height={16} mt="xl" radius="sm" />
+      <Skeleton height={16} mt="sm" radius="sm" />
+      <Skeleton height={16} mt="sm" width="85%" radius="sm" />
+      <Skeleton height={16} mt="sm" width="70%" radius="sm" />
+    </div>
+  );
+}

apps/server/package.json

@@ -23,7 +23,7 @@
     "migration:reset": "tsx src/database/migrate.ts down-to NO_MIGRATIONS",
     "migration:codegen": "kysely-codegen --dialect=postgres --camel-case --env-file=../../.env --out-file=./src/database/types/db.d.ts",
     "lint": "eslint \"{src,apps,libs,test}/**/*.ts\" --fix",
-    "pretest": "pnpm --filter @docmost/editor-ext build",
+    "pretest": "pnpm --filter @docmost/editor-ext build && pnpm --filter @docmost/prosemirror-markdown build",
     "test": "jest",
     "test:int": "jest --config test/jest-integration.json",
     "test:watch": "jest --watch",
@@ -43,6 +43,7 @@
     "@clickhouse/client": "^1.18.2",
     "@docmost/mcp": "workspace:*",
     "@docmost/pdf-inspector": "1.9.6",
+    "@docmost/prosemirror-markdown": "workspace:*",
     "@fastify/cookie": "^11.0.2",
     "@fastify/multipart": "^10.0.0",
     "@fastify/static": "^9.1.3",
@@ -111,6 +112,7 @@
     "pino-pretty": "^13.1.3",
     "postgres": "^3.4.8",
     "postmark": "^4.0.7",
+    "prom-client": "^15.1.3",
     "react": "^18.3.1",
     "react-email": "6.0.8",
     "reflect-metadata": "^0.2.2",
@@ -174,7 +176,7 @@
       "/node_modules/"
     ],
     "transform": {
-      "happy-dom.+\\.js$": [
+      "(happy-dom.+|prosemirror-markdown/build/.+)\\.js$": [
         "babel-jest",
         {
           "presets": [
@@ -192,7 +194,7 @@
       "^.+\\.(t|j)sx?$": "ts-jest"
     },
     "transformIgnorePatterns": [
-      "/node_modules/(?!(\\.pnpm/)?(nanoid|uuid|image-dimensions|marked|happy-dom|lib0)(@|/))"
+      "/node_modules/(?!(\\.pnpm/)?(nanoid|uuid|image-dimensions|marked|happy-dom|lib0|@docmost/prosemirror-markdown)(@|/))"
     ],
     "collectCoverageFrom": [
       "**/*.(t|j)s"
@@ -203,7 +205,8 @@
       "^@docmost/db/(.*)$": "<rootDir>/database/$1",
       "^@docmost/transactional/(.*)$": "<rootDir>/integrations/transactional/$1",
       "^@docmost/ee/(.*)$": "<rootDir>/ee/$1",
-      "^src/(.*)$": "<rootDir>/$1"
+      "^src/(.*)$": "<rootDir>/$1",
+      "^@tiptap/react$": "<rootDir>/../test/stubs/tiptap-react.js"
     }
   }
 }

apps/server/src/app.module.ts

@@ -31,6 +31,8 @@ import { McpModule } from './integrations/mcp/mcp.module';
 import { SandboxModule } from './integrations/sandbox/sandbox.module';
 import { AiModule } from './integrations/ai/ai.module';
 import { AiChatModule } from './core/ai-chat/ai-chat.module';
+import { MetricsModule } from './integrations/metrics/metrics.module';
+import { ClientTelemetryModule } from './core/telemetry/client-telemetry.module';
 
 const enterpriseModules = [];
 try {
@@ -93,6 +95,10 @@ try {
     SandboxModule,
     AiModule,
     AiChatModule,
+    MetricsModule,
+    // Gated OFF by default: only registers the public vitals sink controller
+    // when CLIENT_TELEMETRY_ENABLED=true (maintainer decision E1=B).
+    ClientTelemetryModule.register(),
     ...enterpriseModules,
   ],
   controllers: [AppController],

apps/server/src/collaboration/collaboration.util.ts

@@ -43,7 +43,6 @@ import {
   Column,
   Status,
   addUniqueIdsToDoc,
-  htmlToMarkdown,
   TransclusionSource,
   TransclusionReference,
   FootnoteReference,
@@ -51,6 +50,7 @@ import {
   FootnoteDefinition,
   PageEmbed,
 } from '@docmost/editor-ext';
+import { convertProseMirrorToMarkdown } from '@docmost/prosemirror-markdown';
 import { generateText, getSchema, JSONContent } from '@tiptap/core';
 import { generateHTML, generateJSON } from '../common/helpers/prosemirror/html';
 // @tiptap/html library works best for generating prosemirror json state but not HTML
@@ -239,6 +239,10 @@ export function prosemirrorNodeToYElement(node: any): Y.XmlElement | Y.XmlText {
 }
 
 export function jsonToMarkdown(tiptapJson: any): string {
-  const html = jsonToHtml(tiptapJson);
-  return htmlToMarkdown(html);
+  // Direct ProseMirror JSON -> Markdown via the canonical converter
+  // (`@docmost/prosemirror-markdown`) — no HTML intermediate, no second
+  // editor-ext markdown layer. Same serializer as the page/space export and the
+  // git-sync vault writer, so every server PM->MD path emits identical canonical
+  // markdown (issue #345).
+  return convertProseMirrorToMarkdown(tiptapJson);
 }

apps/server/src/collaboration/extensions/persistence.extension.ts

@@ -41,6 +41,7 @@ import {
   HISTORY_INTERVAL,
 } from '../constants';
 import { TransclusionService } from '../../core/page/transclusion/transclusion.service';
+import { observeCollabStore } from '../../integrations/metrics/metrics.registry';
 
 /**
  * #251 — wire format of the client→server stateless message that signals a
@@ -192,6 +193,17 @@ export class PersistenceExtension implements Extension {
   }
 
   async onStoreDocument(data: onStoreDocumentPayload) {
+    // #355 — time the full store (persist + post-store side effects) into
+    // collab_store_duration_seconds. No-op when METRICS_PORT is unset.
+    const startedAt = performance.now();
+    try {
+      await this.storeDocument(data);
+    } finally {
+      observeCollabStore((performance.now() - startedAt) / 1000);
+    }
+  }
+
+  private async storeDocument(data: onStoreDocumentPayload) {
     const { documentName, document, context } = data;
 
     const pageId = getPageId(documentName);

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

@@ -0,0 +1,527 @@
+import { Logger } from '@nestjs/common';
+import {
+  AiChatRunService,
+  RunAlreadyActiveError,
+  ONE_ACTIVE_RUN_PER_CHAT_INDEX,
+  mapTurnStatusToRun,
+} from './ai-chat-run.service';
+
+/** Shape a Postgres unique-violation the way the postgres.js driver surfaces it:
+ *  SQLSTATE 23505 + the offending index in `constraint_name`. */
+function uniqueViolation(constraintName: string): Error & {
+  code: string;
+  constraint_name: string;
+} {
+  return Object.assign(
+    new Error('duplicate key value violates unique constraint'),
+    {
+      code: '23505',
+      constraint_name: constraintName,
+    },
+  );
+}
+
+/**
+ * Unit coverage for the #184 phase-1 run lifecycle (AiChatRunService) with a
+ * hand-rolled mock repo — no Nest graph, no DB. The invariant under test is the
+ * one that makes a run "autonomous": a run keeps going when its SUBSCRIBER (the
+ * browser) detaches, and ONLY an explicit stop aborts it. We assert that at the
+ * abort-signal level (the signal the agent loop actually consumes).
+ */
+
+/** Minimal EnvironmentService stub. Single-instance (CLOUD unset) by default. */
+function makeEnv(isCloud = false) {
+  return { isCloud: () => isCloud };
+}
+
+function makeRepo(overrides: Record<string, jest.Mock> = {}) {
+  return {
+    insert: jest.fn(async (v: any) => ({
+      id: 'run-1',
+      status: v.status ?? 'running',
+      chatId: v.chatId,
+      workspaceId: v.workspaceId,
+    })),
+    update: jest.fn(async () => ({ id: 'run-1' })),
+    markStopRequested: jest.fn(async () => ({ id: 'run-1' })),
+    findActiveByChat: jest.fn(async () => undefined),
+    findLatestByChat: jest.fn(async () => undefined),
+    findById: jest.fn(async () => undefined),
+    sweepRunning: jest.fn(async () => 0),
+    ...overrides,
+  };
+}
+
+describe('mapTurnStatusToRun', () => {
+  it('maps the turn terminal status to the run terminal status', () => {
+    expect(mapTurnStatusToRun('completed')).toBe('succeeded');
+    expect(mapTurnStatusToRun('error')).toBe('failed');
+    expect(mapTurnStatusToRun('aborted')).toBe('aborted');
+  });
+});
+
+describe('AiChatRunService.onModuleInit (startup sweep)', () => {
+  afterEach(() => jest.restoreAllMocks());
+
+  it('calls sweepRunning and resolves; logs when > 0', async () => {
+    const repo = makeRepo({ sweepRunning: jest.fn(async () => 2) });
+    const logSpy = jest
+      .spyOn(Logger.prototype, 'log')
+      .mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await expect(svc.onModuleInit()).resolves.toBeUndefined();
+    expect(repo.sweepRunning).toHaveBeenCalledTimes(1);
+    expect(logSpy).toHaveBeenCalledTimes(1);
+    expect(String(logSpy.mock.calls[0][0])).toContain('2');
+  });
+
+  it('a sweep failure is swallowed (never blocks startup)', async () => {
+    const repo = makeRepo({
+      sweepRunning: jest.fn(async () => {
+        throw new Error('db down');
+      }),
+    });
+    const warnSpy = jest
+      .spyOn(Logger.prototype, 'warn')
+      .mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await expect(svc.onModuleInit()).resolves.toBeUndefined();
+    // The first warn is the sweep failure (the multi-instance warn never fires
+    // single-instance), so the message is the db error.
+    expect(String(warnSpy.mock.calls[0][0])).toContain('db down');
+  });
+
+  it('F1 (DECISION C): the boot sweep is UNCONDITIONAL — sweepRunning is called with NO staleness window, so a fresh running run (updatedAt = now) is settled, not skipped', async () => {
+    // The bug: a fast restart (deploy/OOM within minutes of the last step) left a
+    // run stuck 'running' under the old 10-min window, 409ing every later turn in
+    // the chat. The fix settles ALL pending|running on boot. We assert the service
+    // invokes sweepRunning with no `staleMs` (the unconditional path); the repo's
+    // own spec proves no-window => no updatedAt filter.
+    const repo = makeRepo({ sweepRunning: jest.fn(async () => 1) });
+    jest.spyOn(Logger.prototype, 'log').mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await svc.onModuleInit();
+    expect(repo.sweepRunning).toHaveBeenCalledTimes(1);
+    const callArgs = repo.sweepRunning.mock.calls[0] as unknown[];
+    const firstArg = callArgs[0] as { staleMs?: number } | undefined;
+    // Either no opts at all, or opts without a staleMs window => unconditional.
+    expect(firstArg?.staleMs).toBeUndefined();
+  });
+
+  it('F2 (DECISION A): warns at startup that autonomousRuns is single-instance-only when a horizontally-scaled deployment (CLOUD) is detected', async () => {
+    const repo = makeRepo();
+    const warnSpy = jest
+      .spyOn(Logger.prototype, 'warn')
+      .mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv(true) as never);
+    await svc.onModuleInit();
+    const warned = warnSpy.mock.calls.some((c) =>
+      /single-instance-only/i.test(String(c[0])),
+    );
+    expect(warned).toBe(true);
+  });
+
+  it('F2: does NOT warn about multi-instance on a single-instance (CLOUD unset) deployment', async () => {
+    const repo = makeRepo();
+    const warnSpy = jest
+      .spyOn(Logger.prototype, 'warn')
+      .mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv(false) as never);
+    await svc.onModuleInit();
+    const warned = warnSpy.mock.calls.some((c) =>
+      /single-instance-only/i.test(String(c[0])),
+    );
+    expect(warned).toBe(false);
+  });
+});
+
+describe('AiChatRunService run lifecycle', () => {
+  it('beginRun inserts a running row and registers a live abort controller', async () => {
+    const repo = makeRepo();
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const handle = await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+    expect(repo.insert).toHaveBeenCalledWith(
+      expect.objectContaining({
+        chatId: 'chat-1',
+        workspaceId: 'ws-1',
+        createdBy: 'user-1',
+        status: 'running',
+        trigger: 'user',
+      }),
+    );
+    expect(handle.runId).toBe('run-1');
+    expect(handle.signal.aborted).toBe(false);
+    expect(svc.isLocallyActive('run-1')).toBe(true);
+  });
+
+  it('beginRun REJECTS the racer: a 23505 on the one-active-per-chat index throws RunAlreadyActiveError (not swallowed) and registers no controller', async () => {
+    // The race: the controller's cheap pre-check passed for BOTH concurrent
+    // turns, so the loser's INSERT hits the partial unique index. That rejection
+    // is the authoritative gate — it must surface, not be swallowed into an
+    // untracked turn.
+    const repo = makeRepo({
+      insert: jest.fn(async () => {
+        throw uniqueViolation(ONE_ACTIVE_RUN_PER_CHAT_INDEX);
+      }),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await expect(
+      svc.beginRun({ chatId: 'chat-1', workspaceId: 'ws-1', userId: 'user-1' }),
+    ).rejects.toBeInstanceOf(RunAlreadyActiveError);
+    // No controller leaked for a rejected start.
+    expect(svc.isLocallyActive('run-1')).toBe(false);
+  });
+
+  it('beginRun does NOT mask an unrelated unique violation as already-active', async () => {
+    // A 23505 on some OTHER constraint is a real bug, not the race — it must
+    // propagate unchanged so it is never silently treated as "already active".
+    const other = uniqueViolation('ai_chat_runs_pkey');
+    const repo = makeRepo({
+      insert: jest.fn(async () => {
+        throw other;
+      }),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await expect(
+      svc.beginRun({ chatId: 'chat-1', workspaceId: 'ws-1', userId: 'user-1' }),
+    ).rejects.toBe(other);
+  });
+
+  it('beginRun propagates a non-unique insert failure unchanged', async () => {
+    const boom = new Error('connection reset');
+    const repo = makeRepo({
+      insert: jest.fn(async () => {
+        throw boom;
+      }),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await expect(
+      svc.beginRun({ chatId: 'chat-1', workspaceId: 'ws-1', userId: 'user-1' }),
+    ).rejects.toBe(boom);
+  });
+
+  it('two concurrent begins on one chat: exactly one wins, the other is rejected as already-active', async () => {
+    // Integration-style: model the DB partial unique index with a one-shot slot.
+    // The first insert claims it; the second hits a 23505 on the active index.
+    let slotTaken = false;
+    const repo = makeRepo({
+      insert: jest.fn(async (v: any) => {
+        if (slotTaken) throw uniqueViolation(ONE_ACTIVE_RUN_PER_CHAT_INDEX);
+        slotTaken = true;
+        return { id: 'run-win', status: v.status, chatId: v.chatId };
+      }),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const results = await Promise.allSettled([
+      svc.beginRun({ chatId: 'chat-1', workspaceId: 'ws-1', userId: 'user-1' }),
+      svc.beginRun({ chatId: 'chat-1', workspaceId: 'ws-1', userId: 'user-1' }),
+    ]);
+    const fulfilled = results.filter((r) => r.status === 'fulfilled');
+    const rejected = results.filter((r) => r.status === 'rejected');
+    expect(fulfilled).toHaveLength(1);
+    expect(rejected).toHaveLength(1);
+    expect((rejected[0] as PromiseRejectedResult).reason).toBeInstanceOf(
+      RunAlreadyActiveError,
+    );
+    // Exactly the winner is locally active.
+    expect(svc.isLocallyActive('run-win')).toBe(true);
+  });
+
+  it('a SUBSCRIBER detaching does NOT abort the run (only an explicit stop does)', async () => {
+    const repo = makeRepo();
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const handle = await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+    // Model a browser disconnect: nothing in the run service is told to stop.
+    // The signal the agent loop consumes must stay un-aborted and the run stays
+    // locally active — i.e. it keeps running server-side.
+    expect(handle.signal.aborted).toBe(false);
+    expect(svc.isLocallyActive('run-1')).toBe(true);
+    // markStopRequested was never called by a mere detach.
+    expect(repo.markStopRequested).not.toHaveBeenCalled();
+  });
+
+  it('requestStop aborts the live controller, marks the row, and reports true', async () => {
+    const repo = makeRepo();
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const handle = await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+    const aborted = jest.fn();
+    handle.signal.addEventListener('abort', aborted);
+
+    const result = await svc.requestStop('run-1', 'ws-1');
+
+    expect(result).toBe(true);
+    expect(handle.signal.aborted).toBe(true);
+    expect(aborted).toHaveBeenCalledTimes(1);
+    expect(repo.markStopRequested).toHaveBeenCalledWith('run-1', 'ws-1');
+  });
+
+  it('requestStop on a run this replica does NOT hold still marks the row (true)', async () => {
+    // e.g. after a restart, or a sibling replica owns the controller. The row is
+    // marked so the owning replica/sweep settles it; we report a stop took effect.
+    const repo = makeRepo({
+      markStopRequested: jest.fn(async () => ({ id: 'run-9' })),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const result = await svc.requestStop('run-9', 'ws-1');
+    expect(result).toBe(true);
+    expect(svc.isLocallyActive('run-9')).toBe(false);
+  });
+
+  it('requestStop still aborts the live controller when markStopRequested rejects (transient DB error)', async () => {
+    // F15: the in-memory abort is the ONLY thing that stops a run and must not be
+    // hostage to the audit write of stop_requested_at. A transient failure on
+    // markStopRequested must NOT prevent abort() nor make requestStop throw.
+    const warnSpy = jest
+      .spyOn(Logger.prototype, 'warn')
+      .mockImplementation(() => undefined);
+    const repo = makeRepo({
+      markStopRequested: jest.fn(async () => {
+        throw new Error('pool exhausted');
+      }),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const handle = await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+    const aborted = jest.fn();
+    handle.signal.addEventListener('abort', aborted);
+
+    // Does NOT throw despite the DB write rejecting.
+    const result = await svc.requestStop('run-1', 'ws-1');
+
+    // The live turn was aborted even though the audit write failed...
+    expect(handle.signal.aborted).toBe(true);
+    expect(aborted).toHaveBeenCalledTimes(1);
+    expect(repo.markStopRequested).toHaveBeenCalledWith('run-1', 'ws-1');
+    // ...the catch branch logged the swallowed failure...
+    expect(warnSpy).toHaveBeenCalledTimes(1);
+    // ...and a stop is reported as having taken effect (the entry existed).
+    expect(result).toBe(true);
+    warnSpy.mockRestore();
+  });
+
+  it('requestStop on an already-settled run (nothing active) reports false', async () => {
+    const repo = makeRepo({
+      markStopRequested: jest.fn(async () => undefined),
+    });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    const result = await svc.requestStop('run-done', 'ws-1');
+    expect(result).toBe(false);
+  });
+
+  it('finalizeRun settles the row to the mapped status with finishedAt and drops the in-memory entry', async () => {
+    const repo = makeRepo();
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+    expect(svc.isLocallyActive('run-1')).toBe(true);
+
+    await svc.finalizeRun('run-1', 'ws-1', 'error', 'provider blew up');
+
+    expect(svc.isLocallyActive('run-1')).toBe(false);
+    expect(repo.update).toHaveBeenCalledWith(
+      'run-1',
+      'ws-1',
+      expect.objectContaining({
+        status: 'failed',
+        error: 'provider blew up',
+        finishedAt: expect.any(Date),
+      }),
+    );
+  });
+
+  it('finalizeRun is IDEMPOTENT: a second settle no-ops (single terminal write)', async () => {
+    // The #184 review fix: AiChatService.stream wraps the turn in a safety-net
+    // catch that settles a failed turn AND streamText's terminal callback may
+    // also settle — both routes call finalizeRun. Only the FIRST may write the
+    // terminal row; the second must no-op so a late settle can never clobber the
+    // real terminal status or double-write the row.
+    const repo = makeRepo();
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+
+    await svc.finalizeRun('run-1', 'ws-1', 'error', 'first');
+    expect(svc.isLocallyActive('run-1')).toBe(false);
+    // A second settle (e.g. a streamText callback firing after the catch) no-ops.
+    await svc.finalizeRun('run-1', 'ws-1', 'completed', undefined);
+
+    expect(repo.update).toHaveBeenCalledTimes(1);
+    expect(repo.update).toHaveBeenCalledWith(
+      'run-1',
+      'ws-1',
+      expect.objectContaining({ status: 'failed', error: 'first' }),
+    );
+  });
+
+  it('CONCURRENCY: two simultaneous finalizeRun on the same run write the terminal row EXACTLY ONCE (the 2nd caller exits synchronously at the atomic claim)', async () => {
+    // The CRITICAL race: AiChatService.stream's safety-net catch settles the turn
+    // to 'error' while a streamText terminal callback also settles it — both call
+    // finalizeRun for the SAME runId. The once-gate must close ATOMICALLY: a
+    // `settled.has` check alone is read BEFORE the awaited UPDATE, so both callers
+    // would pass it and BOTH write the row (last-write-wins clobber + double
+    // write). The fix claims the run with a SYNCHRONOUS `active.delete` before any
+    // await, so the second caller returns in the same tick, before the UPDATE.
+    //
+    // We force the two calls to overlap by making `update` return a promise we
+    // resolve only AFTER both finalizeRun calls have run their synchronous bodies.
+    let resolveUpdate!: (v: unknown) => void;
+    const updateGate = new Promise((res) => {
+      resolveUpdate = res;
+    });
+    const update = jest.fn(() => updateGate);
+    const repo = makeRepo({ update });
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+
+    // Fire both before the (pending) update resolves. The first synchronously
+    // claims the entry (active.delete) and awaits update; the second, started in
+    // the same macrotask, finds the entry already gone and returns at the claim
+    // WITHOUT ever calling update.
+    const p1 = svc.finalizeRun('run-1', 'ws-1', 'completed');
+    const p2 = svc.finalizeRun('run-1', 'ws-1', 'error', 'safety-net');
+
+    // The decisive assertion: exactly one caller reached the terminal UPDATE.
+    expect(update).toHaveBeenCalledTimes(1);
+
+    // Let the single in-flight update land; both calls resolve cleanly.
+    resolveUpdate({ id: 'run-1' });
+    await Promise.all([p1, p2]);
+
+    expect(update).toHaveBeenCalledTimes(1);
+    // The winner is the FIRST caller ('completed' -> 'succeeded'); the late
+    // 'error' settle never wrote, so it could not clobber the real status.
+    expect(update).toHaveBeenCalledWith(
+      'run-1',
+      'ws-1',
+      expect.objectContaining({ status: 'succeeded' }),
+    );
+    expect(svc.isLocallyActive('run-1')).toBe(false);
+  });
+
+  it('F6: a TRANSIENT terminal-write failure is ridden out by the bounded retry — the run is settled, not stranded', async () => {
+    // The bug: finalizeRun used to DROP the in-memory entry BEFORE the terminal
+    // UPDATE, then only warn-log a failure. A single transient blip (pool
+    // exhaustion / deadlock / connection hiccup) on that PK UPDATE left the row
+    // 'running' with nothing left to recover it -> every later turn in that chat
+    // 409s until a restart. The fix updates FIRST and retries.
+    let calls = 0;
+    const repo = makeRepo({
+      update: jest.fn(async () => {
+        calls += 1;
+        if (calls === 1) throw new Error('deadlock detected');
+        return { id: 'run-1' };
+      }),
+    });
+    jest.spyOn(Logger.prototype, 'warn').mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+
+    await svc.finalizeRun('run-1', 'ws-1', 'completed');
+
+    // The retry landed the terminal write: the entry is dropped (slot freed) and
+    // the row carries the real terminal status — NOT stranded at 'running'.
+    expect(svc.isLocallyActive('run-1')).toBe(false);
+    expect(repo.update).toHaveBeenCalledTimes(2);
+    expect(repo.update).toHaveBeenLastCalledWith(
+      'run-1',
+      'ws-1',
+      expect.objectContaining({ status: 'succeeded' }),
+    );
+  });
+
+  it('F6: if the terminal write keeps failing, the entry is RETAINED and a LATER settle completes it (chat not permanently 409d)', async () => {
+    // Worst case: the DB is down for the whole first finalize (all attempts fail).
+    // The run must NOT be silently lost — the entry stays so a subsequent settle
+    // (a streamText callback, requestStop -> onAbort, or a future sweep) can retry.
+    let healthy = false;
+    const repo = makeRepo({
+      update: jest.fn(async () => {
+        if (!healthy) throw new Error('pool exhausted');
+        return { id: 'run-1' };
+      }),
+    });
+    jest.spyOn(Logger.prototype, 'warn').mockImplementation(() => undefined);
+    const errorSpy = jest
+      .spyOn(Logger.prototype, 'error')
+      .mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await svc.beginRun({
+      chatId: 'chat-1',
+      workspaceId: 'ws-1',
+      userId: 'user-1',
+    });
+
+    // First settle: every bounded attempt fails -> entry retained, NOT settled.
+    await svc.finalizeRun('run-1', 'ws-1', 'completed');
+    expect(svc.isLocallyActive('run-1')).toBe(true);
+    // F12: the give-up emits ONE explicit, greppable ERROR (run + chat context)
+    // so an operator can tell "gave up, run held in memory" from a per-attempt
+    // blip — distinct from the per-attempt warns.
+    const gaveUp = errorSpy.mock.calls.some(
+      (c) =>
+        /NON-TERMINAL/.test(String(c[0])) &&
+        /run-1/.test(String(c[0])) &&
+        /chat-1/.test(String(c[0])),
+    );
+    expect(gaveUp).toBe(true);
+
+    // The DB recovers; a later settle now succeeds and frees the slot.
+    healthy = true;
+    await svc.finalizeRun('run-1', 'ws-1', 'completed');
+    expect(svc.isLocallyActive('run-1')).toBe(false);
+    expect(repo.update).toHaveBeenLastCalledWith(
+      'run-1',
+      'ws-1',
+      expect.objectContaining({ status: 'succeeded' }),
+    );
+
+    // And it is now idempotent: a further settle no-ops (terminal row already
+    // written), so a double-settle can never clobber the real status.
+    const callsBefore = repo.update.mock.calls.length;
+    await svc.finalizeRun('run-1', 'ws-1', 'error', 'late');
+    expect(repo.update).toHaveBeenCalledTimes(callsBefore);
+  });
+
+  it('recordStep / linkAssistantMessage are best-effort: a repo failure is swallowed', async () => {
+    const repo = makeRepo({
+      update: jest.fn(async () => {
+        throw new Error('transient');
+      }),
+    });
+    jest.spyOn(Logger.prototype, 'warn').mockImplementation(() => undefined);
+    const svc = new AiChatRunService(repo as never, makeEnv() as never);
+    await expect(svc.recordStep('run-1', 'ws-1', 3)).resolves.toBeUndefined();
+    await expect(
+      svc.linkAssistantMessage('run-1', 'ws-1', 'msg-1'),
+    ).resolves.toBeUndefined();
+  });
+});

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

@@ -0,0 +1,452 @@
+import { Injectable, Logger, OnModuleInit } from '@nestjs/common';
+import { AiChatRunRepo } from '@docmost/db/repos/ai-chat/ai-chat-run.repo';
+import { AiChatRun } from '@docmost/db/types/entity.types';
+import { isUniqueViolation, violatedConstraint } from '@docmost/db/utils';
+import { EnvironmentService } from '../../integrations/environment/environment.service';
+
+/** Name of the partial unique index enforcing "one active run per chat" (see the
+ *  ai_chat_runs migration). A 23505 on THIS constraint is the race-safe signal
+ *  that a concurrent turn already owns the chat — distinct from any other unique
+ *  collision, which must NOT be silently treated as "already active". */
+export const ONE_ACTIVE_RUN_PER_CHAT_INDEX = 'ai_chat_runs_one_active_per_chat';
+
+/**
+ * Thrown by {@link AiChatRunService.beginRun} when the run-row INSERT loses the
+ * race for a chat's single active slot (the partial unique index rejects it with
+ * a 23505). This is the AUTHORITATIVE concurrency gate: the controller's cheap
+ * pre-check is only a fast-path, and a request that slips past it must NOT run
+ * untracked. The caller (AiChatService.stream) translates this into a 409 and
+ * aborts the turn BEFORE any AI/provider call.
+ */
+export class RunAlreadyActiveError extends Error {
+  constructor(public readonly chatId: string) {
+    super(`An agent run is already in progress for chat ${chatId}`);
+    this.name = 'RunAlreadyActiveError';
+  }
+}
+
+/**
+ * The terminal status of a TURN (the #183 assistant-row lifecycle) maps onto the
+ * terminal status of a RUN (#184). A turn that completed -> the run succeeded; a
+ * turn that errored -> the run failed; a turn aborted (explicit user stop) -> the
+ * run aborted. Pure + unit-testable.
+ */
+export type TurnTerminalStatus = 'completed' | 'error' | 'aborted';
+export type RunTerminalStatus = 'succeeded' | 'failed' | 'aborted';
+
+export function mapTurnStatusToRun(
+  status: TurnTerminalStatus,
+): RunTerminalStatus {
+  switch (status) {
+    case 'completed':
+      return 'succeeded';
+    case 'error':
+      return 'failed';
+    case 'aborted':
+      return 'aborted';
+  }
+}
+
+/** An in-flight run held in process memory: its AbortController is the ONLY thing
+ *  that can stop the turn (an explicit user stop), independent of the browser
+ *  socket. A mere disconnect never touches it, so the run keeps going. */
+interface ActiveRun {
+  controller: AbortController;
+  chatId: string;
+  workspaceId: string;
+}
+
+/** The live handle the streaming path drives a run through (returned by
+ *  {@link AiChatRunService.beginRun}). The `signal` governs the agent loop's
+ *  abort — wired to the run, NOT to the HTTP socket. */
+export interface RunHandle {
+  runId: string;
+  signal: AbortSignal;
+}
+
+/**
+ * AiChatRunService (#184 phase 1) — owns the agent RUN as a first-class,
+ * server-side lifecycle object detached from the HTTP request / browser window.
+ *
+ * Responsibilities:
+ *  - create a run row when a turn starts (inserted directly as 'running'; the
+ *    'pending' status is only the column default + a reserved value, never
+ *    written by code in phase 1) and register an in-memory AbortController for it
+ *    (the explicit-stop lever);
+ *  - finalize the run row (succeeded / failed / aborted) and unregister it;
+ *  - service an EXPLICIT user stop (`requestStop`) — the ONLY thing that aborts a
+ *    run; a browser disconnect deliberately does NOT;
+ *  - crash-recovery sweep of dangling runs on startup.
+ *
+ * The agent loop itself still runs in AiChatService.stream (reusing #183's
+ * step-granular durable write path, `consumeStream` already drains it independent
+ * of the socket); this service only wraps it in a durable lifecycle and an
+ * abort handle that outlives the subscriber.
+ */
+@Injectable()
+export class AiChatRunService implements OnModuleInit {
+  private readonly logger = new Logger(AiChatRunService.name);
+
+  // runId -> ActiveRun. Process-local on purpose (phase 1 is single-process /
+  // in-memory transport; a cross-process BullMQ runner + Redis stop-signal is
+  // deferred to phase 2). A stop for a runId not in this map (e.g. after a
+  // restart) still records `stop_requested_at` on the row.
+  private readonly active = new Map<string, ActiveRun>();
+
+  // runIds whose TERMINAL row write has SUCCEEDED — the idempotency once-gate
+  // (F6). A finalize must short-circuit only AFTER the terminal write has landed,
+  // NOT merely after the in-memory entry was dropped: a transient UPDATE failure
+  // has to stay retryable, so "already settled" means "row already terminal", not
+  // "entry already gone". Grows by one short UUID per finished run over process
+  // uptime — negligible in phase 1's single process.
+  private readonly settled = new Set<string>();
+
+  // Bounded retry for the terminal write (F6): a single PK UPDATE can fail
+  // transiently under many fire-and-forget writes (pool exhaustion, deadlock, a
+  // brief connection blip). Riding out that blip in-place matters because the
+  // dominant success path (streamText onFinish) settles exactly ONCE — if that
+  // write is dropped and never retried, the row is stranded 'running' and the
+  // one-active-run gate 409s every future turn in the chat until a restart (no
+  // periodic sweep in phase 1).
+  private static readonly FINALIZE_MAX_ATTEMPTS = 3;
+  private static readonly FINALIZE_RETRY_BASE_MS = 50;
+
+  constructor(
+    private readonly runRepo: AiChatRunRepo,
+    private readonly environment: EnvironmentService,
+  ) {}
+
+  /**
+   * Crash-recovery sweep on server start: settle EVERY run still left
+   * pending/running to 'aborted' (F1 / DECISION C). The boot sweep is
+   * UNCONDITIONAL — no staleness window — because phase 1 is single-process: on a
+   * fresh boot any pending|running run is definitionally hung (no live runner owns
+   * it), so even a fast restart (deploy/OOM within minutes of the last step) can
+   * no longer leave a run stuck 'running' forever (which would make the
+   * one-active-run gate 409 every future turn in that chat). The staleness window
+   * is reintroduced only for the phase-2 multi-instance timer sweep, where a
+   * booting replica must not abort a run another replica is actively executing.
+   * Best-effort — a sweep failure is logged but MUST NOT block startup (mirrors
+   * AiChatService.onModuleInit for #183).
+   */
+  async onModuleInit(): Promise<void> {
+    this.warnIfMultiInstance();
+    try {
+      // No `staleMs`: unconditional boot sweep (F1). See AiChatRunRepo.sweepRunning.
+      const swept = await this.runRepo.sweepRunning();
+      if (swept > 0) {
+        this.logger.log(
+          `Startup sweep: marked ${swept} dangling agent run(s) as 'aborted'.`,
+        );
+      }
+    } catch (err) {
+      this.logger.warn(
+        `Startup sweep of dangling runs failed: ${
+          err instanceof Error ? err.message : 'unknown error'
+        }`,
+      );
+    }
+  }
+
+  /**
+   * F2 (DECISION A): autonomous runs are SINGLE-INSTANCE-ONLY in phase 1. An
+   * explicit Stop, and the in-memory AbortController that backs it, are
+   * process-local: a Stop only aborts the live turn if it lands on the SAME
+   * replica that owns the run (it still stamps `stop_requested_at` cross-instance,
+   * but nothing reads that flag during an active run yet). Cross-instance pub/sub
+   * stop is phase 2. So if the deployment is horizontally scaled, warn loudly at
+   * startup that a Stop may not reach a run executing on another replica.
+   *
+   * DETECTION: this codebase always wires the socket.io Redis adapter (REDIS_URL
+   * is mandatory), so the adapter alone is NOT a horizontal-scaling signal. The
+   * authoritative signal the codebase has is `CLOUD=true` (EnvironmentService
+   * .isCloud()), the Docmost-cloud multi-replica deployment. We warn whenever that
+   * is set, because any workspace could enable settings.ai.autonomousRuns. A
+   * self-hosted operator running multiple replicas behind a load balancer is also
+   * multi-instance; the deploy docs (.env.example / AGENTS.md) spell out the
+   * single-instance constraint for that case.
+   */
+  private warnIfMultiInstance(): void {
+    if (this.environment.isCloud()) {
+      this.logger.warn(
+        'Autonomous agent runs (settings.ai.autonomousRuns) are SINGLE-INSTANCE-ONLY ' +
+          'in phase 1: a horizontally-scaled deployment was detected (CLOUD=true). ' +
+          'An explicit Stop only aborts a run executing on the same replica that owns ' +
+          'it (cross-instance Stop is not yet reliable — phase 2). Run a single ' +
+          'instance if you enable autonomousRuns, or keep the flag off.',
+      );
+    }
+  }
+
+  /**
+   * Start a run for a turn: insert the run row (status 'running', startedAt now),
+   * register a fresh AbortController for it, and return a {@link RunHandle} whose
+   * `signal` the agent loop uses. The DB partial unique index guarantees at most
+   * one active run per chat — a second concurrent start on the same chat REJECTS
+   * at the insert (a 23505 on {@link ONE_ACTIVE_RUN_PER_CHAT_INDEX}). That
+   * rejection is the AUTHORITATIVE race gate: it is surfaced as a distinct
+   * {@link RunAlreadyActiveError} (NOT swallowed), so the caller turns it into a
+   * 409 and never streams an untracked turn. The controller is registered AFTER a
+   * successful insert so a rejected start leaks nothing.
+   */
+  async beginRun(args: {
+    chatId: string;
+    workspaceId: string;
+    userId: string;
+    trigger?: string;
+  }): Promise<RunHandle> {
+    let run: AiChatRun;
+    try {
+      run = await this.runRepo.insert({
+        chatId: args.chatId,
+        workspaceId: args.workspaceId,
+        createdBy: args.userId,
+        trigger: args.trigger ?? 'user',
+        status: 'running',
+        startedAt: new Date(),
+      });
+    } catch (err) {
+      // The race backstop: a concurrent turn already holds this chat's single
+      // active slot, so the partial unique index rejected our insert. Surface a
+      // distinct signal — the caller MUST reject this turn (409), not run it
+      // untracked. Any OTHER error propagates unchanged.
+      if (
+        isUniqueViolation(err) &&
+        violatedConstraint(err) === ONE_ACTIVE_RUN_PER_CHAT_INDEX
+      ) {
+        throw new RunAlreadyActiveError(args.chatId);
+      }
+      throw err;
+    }
+    const controller = new AbortController();
+    this.active.set(run.id, {
+      controller,
+      chatId: args.chatId,
+      workspaceId: args.workspaceId,
+    });
+    return { runId: run.id, signal: controller.signal };
+  }
+
+  /** Link the assistant message (the #183 projection) to its run. Best-effort. */
+  async linkAssistantMessage(
+    runId: string,
+    workspaceId: string,
+    assistantMessageId: string,
+  ): Promise<void> {
+    try {
+      await this.runRepo.update(runId, workspaceId, { assistantMessageId });
+    } catch (err) {
+      this.logger.warn(
+        `Failed to link assistant message to run ${runId}: ${
+          err instanceof Error ? err.message : 'unknown error'
+        }`,
+      );
+    }
+  }
+
+  /** Persist progress: bump the run's finished-step count. Best-effort (never
+   *  blocks or breaks the stream). */
+  async recordStep(
+    runId: string,
+    workspaceId: string,
+    stepCount: number,
+  ): Promise<void> {
+    try {
+      await this.runRepo.update(runId, workspaceId, { stepCount });
+    } catch (err) {
+      this.logger.warn(
+        `Failed to record step for run ${runId}: ${
+          err instanceof Error ? err.message : 'unknown error'
+        }`,
+      );
+    }
+  }
+
+  /**
+   * Finalize a run to its terminal status (succeeded / failed / aborted),
+   * stamping finishedAt + any error. Best-effort, but ROBUST against a transient
+   * terminal-write failure (F6) AND atomically safe against a concurrent settle.
+   *
+   * ATOMIC ONCE-CLAIM (the gate must close in ONE synchronous tick): two
+   * finalizeRun calls for the SAME run can race — the documented real path is
+   * AiChatService.stream's safety-net catch settling the turn to 'error' while a
+   * streamText terminal callback (onFinish/onAbort/onError) ALSO settles it. The
+   * `settled.has` check alone is NOT a gate: it is read BEFORE the awaited UPDATE,
+   * so two callers can both see `false` and both write the row (last-write-wins
+   * clobbers the real terminal status, and the bounded retry only widens that
+   * window). The claim therefore happens via `active.delete`, a SYNCHRONOUS
+   * check-and-clear with NO await between the gate and the entry removal: the
+   * second concurrent caller finds the entry already gone and returns in the same
+   * tick, before any UPDATE. The transition "nobody is finalizing" -> "I am
+   * finalizing" is thus a single atomic step.
+   *
+   * ORDER MATTERS (F6): once we own the claim, the terminal UPDATE happens FIRST;
+   * only once it SUCCEEDS do we record the run as settled. If the UPDATE fails on
+   * every bounded attempt we RESTORE the in-memory entry, leave the run UNsettled,
+   * and emit an ERROR signal that the row is left non-terminal 'running' (which
+   * would 409 every future turn in the chat until recovery). An in-process retry
+   * by a LATER settle is only POSSIBLE, never guaranteed: it needs (a) the entry
+   * to have been restored at the give-up path AND (b) a fresh settler to arrive
+   * AFTER that restore. A concurrent settler that arrives DURING the retry window
+   * — while the entry is deleted for backoff and not yet restored — is consumed at
+   * the synchronous `active.delete` claim (it finds nothing to delete and returns
+   * a no-op), so it does NOT become an in-process retrier. The NO-streamText path
+   * (the turn threw before streamText was wired, so ONLY the safety-net ever
+   * settles) likewise has no second in-process settler at all. The UNCONDITIONAL
+   * backstop in every case is the boot sweep on the next restart (phase 1 has no
+   * periodic in-process sweep); the retained entry is bounded (cleared on restart)
+   * and harmless meanwhile.
+   *
+   * IDEMPOTENT on SUCCESS (#184 review): the terminal write happens AT MOST ONCE
+   * per run. After a successful write the once-gate keys off {@link settled} (the
+   * terminal row already written) so a settle arriving AFTER the entry was already
+   * dropped-and-settled returns early; a settle racing the in-flight write is
+   * stopped earlier still, by the `active.delete` claim. Either way a genuine
+   * double-settle collapses to a single write and a late settle can never clobber
+   * the real terminal status or double-write the row.
+   */
+  async finalizeRun(
+    runId: string,
+    workspaceId: string,
+    turnStatus: TurnTerminalStatus,
+    error?: string,
+  ): Promise<void> {
+    // ---- Atomic once-claim (synchronous; NO await before the gate closes) ----
+    // Already terminally written -> idempotent no-op.
+    if (this.settled.has(runId)) return;
+    // Capture the entry BEFORE the delete so a total-failure path can restore it.
+    const entry = this.active.get(runId);
+    // SYNCHRONOUS check-and-clear: the FIRST caller deletes (claims) the entry;
+    // any concurrent SECOND caller finds nothing to delete and returns HERE, in
+    // the same tick, before any await — so it can never reach the UPDATE.
+    if (!this.active.delete(runId)) return;
+
+    let lastError: unknown;
+    for (
+      let attempt = 1;
+      attempt <= AiChatRunService.FINALIZE_MAX_ATTEMPTS;
+      attempt++
+    ) {
+      try {
+        await this.runRepo.update(runId, workspaceId, {
+          status: mapTurnStatusToRun(turnStatus),
+          finishedAt: new Date(),
+          error: error ?? null,
+        });
+        // Terminal write landed: arm the once-gate. The entry is already gone
+        // (claimed above); we do NOT restore it. The slot is now free.
+        this.settled.add(runId);
+        return;
+      } catch (err) {
+        lastError = err;
+        this.logger.warn(
+          `Failed to finalize run ${runId} (attempt ${attempt}/${
+            AiChatRunService.FINALIZE_MAX_ATTEMPTS
+          }): ${err instanceof Error ? err.message : 'unknown error'}`,
+        );
+        if (attempt < AiChatRunService.FINALIZE_MAX_ATTEMPTS) {
+          await this.delay(AiChatRunService.FINALIZE_RETRY_BASE_MS * attempt);
+        }
+      }
+    }
+    // Every attempt failed: this is a give-up, materially worse than a per-attempt
+    // blip — the row is left NON-TERMINAL ('running'), so emit ONE explicit,
+    // greppable ERROR so an operator can tell "survived a blip" from "gave up, run
+    // held in memory until recovery" (the last warn alone says only "attempt 3/3").
+    this.logger.error(
+      `Run ${runId} (chat ${entry?.chatId ?? 'unknown'}) left NON-TERMINAL ` +
+        `('running'): terminal write failed after ${
+          AiChatRunService.FINALIZE_MAX_ATTEMPTS
+        } attempts; entry retained in memory, recovery deferred to next settle / ` +
+        `boot sweep`,
+      lastError,
+    );
+    // RESTORE the claimed entry (and leave the run UNsettled) so a LATER settle
+    // that arrives AFTER this restore MAY retry the terminal write — but that
+    // in-process retry is NOT guaranteed (a concurrent settler caught in the retry
+    // window above is consumed at the `active.delete` claim, and the no-streamText
+    // path has no second settler at all). The UNCONDITIONAL backstop in every case
+    // is the boot sweep on the next restart; the restored entry is bounded and
+    // cleared on restart.
+    if (entry) this.active.set(runId, entry);
+  }
+
+  /** Small async backoff between terminal-write retries (F6). Isolated so it is
+   *  trivial to stub/fake-time in tests. */
+  private delay(ms: number): Promise<void> {
+    return new Promise((resolve) => setTimeout(resolve, ms));
+  }
+
+  /**
+   * Request an EXPLICIT stop of a run (the user pressed Stop). This is the ONLY
+   * thing that aborts a run — distinct from a browser disconnect, which leaves
+   * the run going. Aborts the in-process controller FIRST (the only thing that
+   * actually stops the run, if this replica owns it), then makes a best-effort
+   * attempt to stamp `stop_requested_at` — that audit write stamps only while the
+   * row is active and may be skipped on a DB error or lost to the finalize race,
+   * which is acceptable since the row still settles as 'aborted'. Returns true
+   * when a stop took effect (row marked and/or controller aborted), false when
+   * there was nothing active to stop.
+   */
+  async requestStop(runId: string, workspaceId: string): Promise<boolean> {
+    const entry = this.active.get(runId);
+    if (entry) {
+      // Abort the live turn FIRST -> streamText onAbort fires -> the partial is
+      // persisted (#183) and finalizeRun settles the row as 'aborted'. This is
+      // the ONLY thing that aborts a run, so it MUST NOT be hostage to the audit
+      // write below: a transient failure on `markStopRequested` (pool exhaustion,
+      // deadlock, dropped connection) must never leave the run executing despite
+      // an explicit Stop. At worst only the `stop_requested_at` timestamp is lost.
+      entry.controller.abort();
+    }
+    // Record `stop_requested_at` (best-effort). A transient DB failure here is
+    // logged and treated as `marked = false`; the abort above already took
+    // effect, so we never rethrow and skip stopping the run. Note: because
+    // markStopRequested only stamps while the row is active, aborting first means
+    // even a healthy write can lose the race against the resulting finalize and
+    // skip the stamp — acceptable, as the row still settles as 'aborted' and only
+    // this audit timestamp may be lost.
+    let marked: unknown;
+    try {
+      marked = await this.runRepo.markStopRequested(runId, workspaceId);
+    } catch (err) {
+      marked = undefined;
+      this.logger.warn(
+        `requestStop: markStopRequested failed for run ${runId} ` +
+          `(stop_requested_at not recorded); abort already issued: ` +
+          `${err instanceof Error ? err.message : String(err)}`,
+      );
+    }
+    return Boolean(marked) || Boolean(entry);
+  }
+
+  /** Latest persisted run for a chat — the reconnect target (an in-flight or
+   *  finished run). Pure read-through to the repo. */
+  getLatestForChat(
+    chatId: string,
+    workspaceId: string,
+  ): Promise<AiChatRun | undefined> {
+    return this.runRepo.findLatestByChat(chatId, workspaceId);
+  }
+
+  /** Fetch a run by id (workspace-scoped). Used to resolve + ownership-check an
+   *  explicit stop targeting a runId. */
+  getRun(runId: string, workspaceId: string): Promise<AiChatRun | undefined> {
+    return this.runRepo.findById(runId, workspaceId);
+  }
+
+  /** The active run on a chat, if any (used to reject a concurrent start with a
+   *  clean 409 before committing to the stream). */
+  getActiveForChat(
+    chatId: string,
+    workspaceId: string,
+  ): Promise<AiChatRun | undefined> {
+    return this.runRepo.findActiveByChat(chatId, workspaceId);
+  }
+
+  /** Test/diagnostic seam: whether this replica is holding a live controller for
+   *  the run. */
+  isLocallyActive(runId: string): boolean {
+    return this.active.has(runId);
+  }
+}

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

@@ -25,6 +25,7 @@ describe('AiChatController.boundChat', () => {
     };
     const controller = new AiChatController(
       {} as never,
+      {} as never, // aiChatRunService
       aiChatRepo as never,
       {} as never,
       {} as never,

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

@@ -53,6 +53,7 @@ describe('AiChatController.export', () => {
     };
     const controller = new AiChatController(
       {} as never,
+      {} as never, // aiChatRunService
       aiChatRepo as never,
       aiChatMessageRepo as never,
       {} as never,

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

@@ -0,0 +1,164 @@
+import { BadRequestException, ForbiddenException } from '@nestjs/common';
+import { AiChatController } from './ai-chat.controller';
+import type { User, Workspace } from '@docmost/db/types/entity.types';
+
+/**
+ * Wiring spec for the #184 run-reconnect / run-stop endpoints
+ * (`POST /ai-chat/run` and `POST /ai-chat/stop`). Both are OWNER-gated via
+ * assertOwnedChat (the requesting user must own the chat) and NOT flag-gated.
+ * Exercised with hand-rolled mocks — no Nest graph, no DB. The controller's
+ * constructor order is (aiChatService, aiChatRunService, aiChatRepo,
+ * aiChatMessageRepo, aiTranscription).
+ */
+describe('AiChatController run endpoints (#184)', () => {
+  const user = { id: 'u1' } as User;
+  const workspace = { id: 'ws1' } as Workspace;
+
+  function makeController(opts: {
+    chat?: unknown; // what aiChatRepo.findById returns (owner-gate)
+    run?: unknown; // getLatestForChat / getRun result
+    activeRun?: unknown; // getActiveForChat result
+    message?: unknown; // aiChatMessageRepo.findById result
+    stopped?: boolean; // requestStop result
+  }) {
+    const aiChatRunService = {
+      getLatestForChat: jest.fn().mockResolvedValue(opts.run),
+      getRun: jest.fn().mockResolvedValue(opts.run),
+      getActiveForChat: jest.fn().mockResolvedValue(opts.activeRun),
+      requestStop: jest.fn().mockResolvedValue(opts.stopped ?? false),
+    };
+    const aiChatRepo = {
+      findById: jest.fn().mockResolvedValue(opts.chat),
+    };
+    const aiChatMessageRepo = {
+      findById: jest.fn().mockResolvedValue(opts.message),
+    };
+    const controller = new AiChatController(
+      {} as never, // aiChatService
+      aiChatRunService as never,
+      aiChatRepo as never,
+      aiChatMessageRepo as never,
+      {} as never, // aiTranscription
+      {} as never, // pageRepo
+    );
+    return { controller, aiChatRunService, aiChatRepo, aiChatMessageRepo };
+  }
+
+  describe('POST /ai-chat/run (getRun)', () => {
+    it('owner-gates: a chat the user does not own throws ForbiddenException', async () => {
+      const { controller, aiChatRunService } = makeController({
+        chat: { id: 'c1', creatorId: 'someone-else' },
+      });
+      await expect(
+        controller.getRun({ chatId: 'c1' }, user, workspace),
+      ).rejects.toBeInstanceOf(ForbiddenException);
+      // It must NOT reach the run lookup once the owner-gate fails.
+      expect(aiChatRunService.getLatestForChat).not.toHaveBeenCalled();
+    });
+
+    it('returns { run: null, message: null } when the chat has never had a run', async () => {
+      const { controller, aiChatRunService } = makeController({
+        chat: { id: 'c1', creatorId: 'u1' },
+        run: undefined,
+      });
+      const res = await controller.getRun({ chatId: 'c1' }, user, workspace);
+      expect(res).toEqual({ run: null, message: null });
+      expect(aiChatRunService.getLatestForChat).toHaveBeenCalledWith(
+        'c1',
+        'ws1',
+      );
+    });
+
+    it('returns the run and its projected assistant message', async () => {
+      const run = { id: 'run-1', chatId: 'c1', assistantMessageId: 'm1' };
+      const message = { id: 'm1', role: 'assistant' };
+      const { controller, aiChatMessageRepo } = makeController({
+        chat: { id: 'c1', creatorId: 'u1' },
+        run,
+        message,
+      });
+      const res = await controller.getRun({ chatId: 'c1' }, user, workspace);
+      expect(res).toEqual({ run, message });
+      expect(aiChatMessageRepo.findById).toHaveBeenCalledWith('m1', 'ws1');
+    });
+
+    it('returns message: null when the run has no linked assistant message', async () => {
+      const run = { id: 'run-1', chatId: 'c1', assistantMessageId: null };
+      const { controller, aiChatMessageRepo } = makeController({
+        chat: { id: 'c1', creatorId: 'u1' },
+        run,
+      });
+      const res = await controller.getRun({ chatId: 'c1' }, user, workspace);
+      expect(res).toEqual({ run, message: null });
+      expect(aiChatMessageRepo.findById).not.toHaveBeenCalled();
+    });
+  });
+
+  describe('POST /ai-chat/stop (stopRun)', () => {
+    it('throws BadRequestException when neither runId nor chatId is given', async () => {
+      const { controller } = makeController({});
+      await expect(
+        controller.stopRun({}, user, workspace),
+      ).rejects.toBeInstanceOf(BadRequestException);
+    });
+
+    it('stops by runId: owner-gates via the run’s chat, then requests the stop', async () => {
+      const { controller, aiChatRunService, aiChatRepo } = makeController({
+        run: { id: 'run-1', chatId: 'c1' },
+        chat: { id: 'c1', creatorId: 'u1' },
+        stopped: true,
+      });
+      const res = await controller.stopRun({ runId: 'run-1' }, user, workspace);
+      expect(res).toEqual({ stopped: true });
+      expect(aiChatRunService.getRun).toHaveBeenCalledWith('run-1', 'ws1');
+      expect(aiChatRepo.findById).toHaveBeenCalledWith('c1', 'ws1');
+      expect(aiChatRunService.requestStop).toHaveBeenCalledWith('run-1', 'ws1');
+    });
+
+    it('stops by runId: a foreign run’s chat throws ForbiddenException (no stop)', async () => {
+      const { controller, aiChatRunService } = makeController({
+        run: { id: 'run-1', chatId: 'c1' },
+        chat: { id: 'c1', creatorId: 'someone-else' },
+      });
+      await expect(
+        controller.stopRun({ runId: 'run-1' }, user, workspace),
+      ).rejects.toBeInstanceOf(ForbiddenException);
+      expect(aiChatRunService.requestStop).not.toHaveBeenCalled();
+    });
+
+    it('stops by runId: an unknown run reports { stopped: false }', async () => {
+      const { controller, aiChatRunService } = makeController({
+        run: undefined,
+      });
+      const res = await controller.stopRun({ runId: 'gone' }, user, workspace);
+      expect(res).toEqual({ stopped: false });
+      expect(aiChatRunService.requestStop).not.toHaveBeenCalled();
+    });
+
+    it('stops by chatId: owner-gates, resolves the active run, requests the stop', async () => {
+      const { controller, aiChatRunService, aiChatRepo } = makeController({
+        chat: { id: 'c1', creatorId: 'u1' },
+        activeRun: { id: 'run-9' },
+        stopped: true,
+      });
+      const res = await controller.stopRun({ chatId: 'c1' }, user, workspace);
+      expect(res).toEqual({ stopped: true });
+      expect(aiChatRepo.findById).toHaveBeenCalledWith('c1', 'ws1');
+      expect(aiChatRunService.getActiveForChat).toHaveBeenCalledWith(
+        'c1',
+        'ws1',
+      );
+      expect(aiChatRunService.requestStop).toHaveBeenCalledWith('run-9', 'ws1');
+    });
+
+    it('stops by chatId: reports { stopped: false } when no run is active', async () => {
+      const { controller, aiChatRunService } = makeController({
+        chat: { id: 'c1', creatorId: 'u1' },
+        activeRun: undefined,
+      });
+      const res = await controller.stopRun({ chatId: 'c1' }, user, workspace);
+      expect(res).toEqual({ stopped: false });
+      expect(aiChatRunService.requestStop).not.toHaveBeenCalled();
+    });
+  });
+});

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

@@ -1,6 +1,7 @@
 import {
   BadRequestException,
   Body,
+  ConflictException,
   Controller,
   ForbiddenException,
   HttpCode,
@@ -20,7 +21,13 @@ import { JwtAuthGuard } from '../../common/guards/jwt-auth.guard';
 import { AuthUser } from '../../common/decorators/auth-user.decorator';
 import { AuthWorkspace } from '../../common/decorators/auth-workspace.decorator';
 import { SkipTransform } from '../../common/decorators/skip-transform.decorator';
-import { AiChat, User, Workspace } from '@docmost/db/types/entity.types';
+import {
+  AiChat,
+  AiChatMessage,
+  AiChatRun,
+  User,
+  Workspace,
+} from '@docmost/db/types/entity.types';
 import { PaginationOptions } from '@docmost/db/pagination/pagination-options';
 import { AiChatRepo } from '@docmost/db/repos/ai-chat/ai-chat.repo';
 import { AiChatMessageRepo } from '@docmost/db/repos/ai-chat/ai-chat-message.repo';
@@ -28,7 +35,12 @@ import { PageRepo } from '@docmost/db/repos/page/page.repo';
 import { UserThrottlerGuard } from '../../integrations/throttle/user-throttler.guard';
 import { AI_CHAT_THROTTLER } from '../../integrations/throttle/throttler-names';
 import { FileInterceptor } from '../../common/interceptors/file.interceptor';
-import { AiChatService, AiChatStreamBody } from './ai-chat.service';
+import {
+  AiChatRunHooks,
+  AiChatService,
+  AiChatStreamBody,
+} from './ai-chat.service';
+import { AiChatRunService } from './ai-chat-run.service';
 import { AiTranscriptionService } from './ai-transcription.service';
 import {
   BoundChatDto,
@@ -36,7 +48,9 @@ import {
   ExportChatDto,
   GeneratePageTitleDto,
   GetChatMessagesDto,
+  GetRunDto,
   RenameChatDto,
+  StopRunDto,
 } from './dto/ai-chat.dto';
 import { describeProviderError } from '../../integrations/ai/ai-error.util';
 import { buildChatMarkdown } from './chat-markdown.util';
@@ -53,6 +67,7 @@ export class AiChatController {
 
   constructor(
     private readonly aiChatService: AiChatService,
+    private readonly aiChatRunService: AiChatRunService,
     private readonly aiChatRepo: AiChatRepo,
     private readonly aiChatMessageRepo: AiChatMessageRepo,
     private readonly aiTranscription: AiTranscriptionService,
@@ -149,6 +164,75 @@ export class AiChatController {
     return { markdown };
   }
 
+  /**
+   * Reconnect to the latest run of a chat (#184 phase 1). Returns the run's
+   * persisted lifecycle state ({ status, error, stepCount, timings, ... }) plus
+   * the assistant message it projects (the partial/final output) — the DB is the
+   * source of truth, so this works for an in-flight run (the browser dropped, the
+   * run kept going) and a finished one alike. Owner-gated via assertOwnedChat.
+   * `{ run: null }` when the chat has never had a run.
+   */
+  @HttpCode(HttpStatus.OK)
+  @Post('run')
+  async getRun(
+    @Body() dto: GetRunDto,
+    @AuthUser() user: User,
+    @AuthWorkspace() workspace: Workspace,
+  ): Promise<{ run: AiChatRun | null; message: AiChatMessage | null }> {
+    await this.assertOwnedChat(dto.chatId, user, workspace);
+    const run = await this.aiChatRunService.getLatestForChat(
+      dto.chatId,
+      workspace.id,
+    );
+    if (!run) return { run: null, message: null };
+    const message = run.assistantMessageId
+      ? await this.aiChatMessageRepo.findById(
+          run.assistantMessageId,
+          workspace.id,
+        )
+      : undefined;
+    return { run, message: message ?? null };
+  }
+
+  /**
+   * Explicitly STOP an agent run (#184 phase 1) — the user pressed Stop. This is
+   * the ONLY thing that ends a detached run; a browser disconnect deliberately
+   * does not. Target by `runId` (from the streamed start metadata) or by `chatId`
+   * (stop whatever run is active on it). Owner-gated. Returns
+   * `{ stopped }` — false when there was nothing active to stop.
+   */
+  @HttpCode(HttpStatus.OK)
+  @Post('stop')
+  async stopRun(
+    @Body() dto: StopRunDto,
+    @AuthUser() user: User,
+    @AuthWorkspace() workspace: Workspace,
+  ): Promise<{ stopped: boolean }> {
+    let runId = dto.runId;
+    if (!runId && !dto.chatId) {
+      throw new BadRequestException('runId or chatId is required');
+    }
+    if (runId) {
+      // Resolve the run to its chat and owner-gate via that chat.
+      const run = await this.aiChatRunService.getRun(runId, workspace.id);
+      if (!run) return { stopped: false };
+      await this.assertOwnedChat(run.chatId, user, workspace);
+    } else {
+      await this.assertOwnedChat(dto.chatId!, user, workspace);
+      const active = await this.aiChatRunService.getActiveForChat(
+        dto.chatId!,
+        workspace.id,
+      );
+      if (!active) return { stopped: false };
+      runId = active.id;
+    }
+    const stopped = await this.aiChatRunService.requestStop(
+      runId,
+      workspace.id,
+    );
+    return { stopped };
+  }
+
   /** Rename a chat. */
   @HttpCode(HttpStatus.OK)
   @Post('rename')
@@ -200,11 +284,20 @@ export class AiChatController {
     @AuthWorkspace() workspace: Workspace,
   ): Promise<void> {
     // A7 gate: the workspace must have AI chat explicitly enabled.
-    const settings = (workspace.settings ?? {}) as { ai?: { chat?: boolean } };
+    const settings = (workspace.settings ?? {}) as {
+      ai?: { chat?: boolean; autonomousRuns?: boolean };
+    };
     if (settings.ai?.chat !== true) {
       throw new ForbiddenException('AI chat is disabled');
     }
 
+    // #184 phase 1 flag: when ON, the turn becomes a detached, durable RUN — its
+    // lifecycle is tracked in ai_chat_runs, a browser disconnect no longer aborts
+    // it, and only an explicit /ai-chat/stop ends it. When OFF (the default) the
+    // turn is socket-bound exactly as before, so existing deployments are
+    // unaffected.
+    const autonomousRuns = settings.ai?.autonomousRuns === true;
+
     const sessionId = (req.raw as { sessionId?: string }).sessionId;
     if (!sessionId) {
       // The chat requires an interactive session to mint loopback tokens
@@ -228,6 +321,58 @@ export class AiChatController {
     // HttpException) instead of breaking mid-stream.
     const model = await this.aiChatService.getChatModel(workspace.id, role);
 
+    // #184: one active run per chat. For an EXISTING chat reject a concurrent
+    // start with a clean 409 BEFORE hijack (the common double-submit / second-tab
+    // case), so the user gets JSON, not a mid-stream error. A brand-new chat
+    // (no chatId) cannot have a prior run, and the DB partial unique index is the
+    // backstop against any race that slips past this check.
+    if (autonomousRuns && body.chatId) {
+      const active = await this.aiChatRunService.getActiveForChat(
+        body.chatId,
+        workspace.id,
+      );
+      if (active) {
+        throw new ConflictException({
+          message: 'An agent run is already in progress for this chat',
+          code: 'A_RUN_ALREADY_ACTIVE',
+        });
+      }
+    }
+
+    // Run-lifecycle hooks (#184), only when the flag is on. They wrap the turn in
+    // a durable run whose abort is governed by the run (explicit stop), persist
+    // its progress, and settle its terminal status — see AiChatRunService.
+    const runHooks: AiChatRunHooks | undefined = autonomousRuns
+      ? {
+          begin: (chatId) =>
+            this.aiChatRunService.beginRun({
+              chatId,
+              workspaceId: workspace.id,
+              userId: user.id,
+              trigger: 'user',
+            }),
+          onAssistantSeeded: (runId, messageId) =>
+            this.aiChatRunService.linkAssistantMessage(
+              runId,
+              workspace.id,
+              messageId,
+            ),
+          onStep: (runId, stepCount) =>
+            void this.aiChatRunService.recordStep(
+              runId,
+              workspace.id,
+              stepCount,
+            ),
+          onSettled: (runId, status, error) =>
+            this.aiChatRunService.finalizeRun(
+              runId,
+              workspace.id,
+              status,
+              error,
+            ),
+        }
+      : undefined;
+
     // Abort the agent loop when the client disconnects. `close` also fires on
     // normal completion, so only abort when the response has not finished
     // writing (a genuine disconnect). `once` fires at most once and self-removes;
@@ -242,18 +387,44 @@ export class AiChatController {
       // A genuine disconnect leaves the response unfinished (unlike a normal
       // completion, which also fires `close`). Such a drop — e.g. a reverse
       // proxy cutting the SSE mid-answer — is otherwise invisible server-side,
-      // so log it here before aborting the agent loop.
+      // so log it here.
       if (!res.raw.writableEnded) {
-        this.logger.warn(
-          `AI chat stream: client disconnected before completion; aborting turn ` +
-            `(elapsed=${Date.now() - reqStartedAt}ms since request received)`,
-        );
-        controller.abort();
+        if (autonomousRuns) {
+          // #184: the turn is a DETACHED run. A disconnect must NOT abort it —
+          // the run keeps executing and persisting server-side; the client
+          // reconnects via /ai-chat/run (or re-stops via /ai-chat/stop). Log only.
+          this.logger.log(
+            `AI chat stream: client disconnected; run continues server-side ` +
+              `(elapsed=${Date.now() - reqStartedAt}ms since request received)`,
+          );
+        } else {
+          this.logger.warn(
+            `AI chat stream: client disconnected before completion; aborting turn ` +
+              `(elapsed=${Date.now() - reqStartedAt}ms since request received)`,
+          );
+          controller.abort();
+        }
       }
     };
     req.raw.once('close', onClose);
     res.raw.once('finish', () => req.raw.off('close', onClose));
 
+    // #184: in detached mode the turn is NOT aborted on disconnect, so the SDK's
+    // pipe keeps writing to a socket the client may have dropped — for the rest of
+    // the (continuing) run. A write to the dead socket can emit an 'error' on the
+    // raw response; without a listener that surfaces as an unhandled error event.
+    // Swallow it (the run continues server-side regardless). Legacy mode aborts on
+    // disconnect, so it does not need this and keeps its exact prior behavior.
+    if (autonomousRuns) {
+      res.raw.on('error', (err) => {
+        this.logger.debug(
+          `AI chat detached stream: post-disconnect socket error swallowed: ${
+            err instanceof Error ? err.message : String(err)
+          }`,
+        );
+      });
+    }
+
     // Commit to streaming: hijack so Fastify stops managing the response and
     // the AI SDK can write the UI-message stream directly to the Node socket.
     res.hijack();
@@ -268,15 +439,32 @@ export class AiChatController {
         signal: controller.signal,
         model,
         role,
+        // #184: present only when the flag is on; wraps the turn in a durable run.
+        runHooks,
       });
     } catch (err) {
-      // Any failure AFTER hijack can no longer send a clean JSON error, so emit
-      // a minimal error on the raw socket if nothing has been written yet.
-      this.logger.error('AI chat stream failed', err as Error);
+      // Any failure AFTER hijack can no longer go through Nest's exception
+      // filter, so emit the error on the raw socket if nothing has been written
+      // yet. The lost-the-race 409 (RunAlreadyActiveError -> ConflictException)
+      // is raised by stream() BEFORE it writes a byte, so headers are still
+      // unsent here: honor the HttpException's real status + body (a clean 409),
+      // not a blanket 500. Everything else stays a 500.
+      const isHttp = err instanceof HttpException;
+      if (!isHttp) {
+        this.logger.error('AI chat stream failed', err as Error);
+      }
       if (!res.raw.headersSent) {
-        res.raw.statusCode = 500;
+        const status = isHttp ? err.getStatus() : 500;
+        const payload = isHttp
+          ? err.getResponse()
+          : { error: 'Internal server error' };
+        res.raw.statusCode = status;
         res.raw.setHeader('Content-Type', 'application/json');
-        res.raw.end(JSON.stringify({ error: 'Internal server error' }));
+        res.raw.end(
+          JSON.stringify(
+            typeof payload === 'string' ? { message: payload } : payload,
+          ),
+        );
       } else if (!res.raw.writableEnded) {
         res.raw.end();
       }

apps/server/src/core/ai-chat/ai-chat.generate-page-title.spec.ts

@@ -57,6 +57,7 @@ describe('AiChatController.generatePageTitle', () => {
     const aiChatService = { generatePageTitle: generate };
     const controller = new AiChatController(
       aiChatService as never,
+      {} as never, // aiChatRunService
       {} as never,
       {} as never,
       {} as never,

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

@@ -3,6 +3,7 @@ import { AiModule } from '../../integrations/ai/ai.module';
 import { TokenModule } from '../auth/token.module';
 import { AiChatController } from './ai-chat.controller';
 import { AiChatService } from './ai-chat.service';
+import { AiChatRunService } from './ai-chat-run.service';
 import { AiTranscriptionService } from './ai-transcription.service';
 import { AiChatToolsService } from './tools/ai-chat-tools.service';
 import { EmbeddingModule } from './embedding/embedding.module';
@@ -42,6 +43,7 @@ import { PublicShareChatToolsService } from './tools/public-share-chat-tools.ser
   controllers: [AiChatController, PublicShareChatController],
   providers: [
     AiChatService,
+    AiChatRunService,
     AiTranscriptionService,
     AiChatToolsService,
     PublicShareChatService,

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

@@ -1,5 +1,7 @@
 import { Logger } from '@nestjs/common';
-import { AiChatService } from './ai-chat.service';
+import { AiChatService, AiChatRunHooks } from './ai-chat.service';
+import { AiChatRunService } from './ai-chat-run.service';
+import type { User, Workspace } from '@docmost/db/types/entity.types';
 
 /**
  * Lifecycle unit tests for AiChatService.onModuleInit (#183 crash-recovery
@@ -61,3 +63,99 @@ describe('AiChatService.onModuleInit (startup sweep)', () => {
     expect(String(warnSpy.mock.calls[0][0])).toContain('db unavailable');
   });
 });
+
+/**
+ * #184 CRITICAL run-lifecycle safety net (review fix). A transient failure
+ * AFTER a successful beginRun but BEFORE streamText's terminal callbacks own the
+ * lifecycle must STILL settle the run — otherwise the run row is stuck 'running'
+ * forever (sweepRunning only runs at startup) and the partial unique index + the
+ * controller pre-check 409 every future turn in that chat until a restart. Here
+ * we model the very first bare await after beginRun (the user-message insert)
+ * throwing, wiring the run hooks to a REAL AiChatRunService (mock repo) exactly
+ * as the controller does, and assert the run is settled to 'error' and its
+ * in-memory entry dropped (so a follow-up turn would NOT be 409'd).
+ */
+describe('AiChatService.stream run-lifecycle safety net (#184)', () => {
+  const user = { id: 'u1' } as User;
+  const workspace = { id: 'ws1' } as Workspace;
+
+  afterEach(() => jest.restoreAllMocks());
+
+  it('an exception after beginRun settles the run to error and drops the in-memory entry', async () => {
+    jest.spyOn(Logger.prototype, 'error').mockImplementation(() => undefined);
+
+    // Real run service over a mock repo, so finalizeRun's in-memory bookkeeping
+    // (active.delete) is exercised for real.
+    const runRepo = {
+      insert: jest.fn().mockResolvedValue({ id: 'run-1', status: 'running' }),
+      update: jest.fn().mockResolvedValue({ id: 'run-1' }),
+    };
+    const runService = new AiChatRunService(runRepo as never, { isCloud: () => false } as never);
+
+    // The user-message insert (the first bare await after beginRun) throws.
+    const aiChatMessageRepo = {
+      insert: jest.fn().mockRejectedValue(new Error('insert boom')),
+    };
+    const aiChatRepo = {
+      // Existing chat -> chatId stays, no new-chat insert path.
+      findById: jest.fn().mockResolvedValue({ id: 'chat-1', creatorId: 'u1' }),
+    };
+
+    const service = new AiChatService(
+      {} as never, // ai
+      aiChatRepo as never,
+      aiChatMessageRepo as never,
+      {} as never, // aiChatPageSnapshotRepo
+      {} as never, // aiSettings
+      {} as never, // tools
+      {} as never, // mcpClients
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo
+      {} as never, // pageAccess
+      {} as never, // environment
+    );
+
+    const runHooks: AiChatRunHooks = {
+      begin: (chatId) =>
+        runService.beginRun({
+          chatId,
+          workspaceId: workspace.id,
+          userId: user.id,
+          trigger: 'user',
+        }),
+      onSettled: (runId, status, error) =>
+        runService.finalizeRun(runId, workspace.id, status, error),
+    };
+
+    await expect(
+      service.stream({
+        user,
+        workspace,
+        sessionId: 'sess',
+        body: {
+          chatId: 'chat-1',
+          messages: [
+            { id: 'm', role: 'user', parts: [{ type: 'text', text: 'hi' }] },
+          ],
+        },
+        res: {} as never,
+        signal: new AbortController().signal,
+        model: {} as never,
+        role: null,
+        runHooks,
+      }),
+    ).rejects.toThrow('insert boom');
+
+    // The run was begun...
+    expect(runRepo.insert).toHaveBeenCalledTimes(1);
+    // ...then settled to a terminal FAILED status by the safety net...
+    expect(runRepo.update).toHaveBeenCalledTimes(1);
+    expect(runRepo.update).toHaveBeenCalledWith(
+      'run-1',
+      'ws1',
+      expect.objectContaining({ status: 'failed' }),
+    );
+    // ...and the in-memory entry is gone, so a follow-up turn is NOT 409'd.
+    expect(runService.isLocallyActive('run-1')).toBe(false);
+  });
+});

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

@@ -0,0 +1,489 @@
+import { ConflictException, Logger } from '@nestjs/common';
+
+// Mock the AI SDK so we can PROVE no provider call is made for the turn we are
+// about to reject. The race rejection happens at runHooks.begin(), long before
+// any streamText/generateText, so these never resolve a real model.
+jest.mock('ai', () => ({
+  streamText: jest.fn(),
+  generateText: jest.fn(),
+  convertToModelMessages: jest.fn(() => []),
+  stepCountIs: jest.fn(() => () => false),
+}));
+
+import { streamText, generateText } from 'ai';
+import { AiChatService } from './ai-chat.service';
+import { RunAlreadyActiveError } from './ai-chat-run.service';
+
+/**
+ * Race-closure coverage for the "one active run per chat" guard (#184).
+ *
+ * THE BUG: two simultaneous POST /ai-chat/stream on the same chat both pass the
+ * controller's cheap pre-check (TOCTOU), so the loser's run-row INSERT hits the
+ * partial unique index. Previously that 23505 was SWALLOWED and the second turn
+ * streamed UNTRACKED (no runId, not stoppable). THE FIX: beginRun surfaces a
+ * RunAlreadyActiveError and stream() turns it into a 409 BEFORE any AI call —
+ * the second turn never runs.
+ */
+describe('AiChatService.stream — concurrent-run race rejection (#184)', () => {
+  const streamTextMock = streamText as unknown as jest.Mock;
+  const generateTextMock = generateText as unknown as jest.Mock;
+
+  beforeEach(() => {
+    streamTextMock.mockReset();
+    generateTextMock.mockReset();
+  });
+
+  // Minimal service whose only reachable deps before begin() are aiChatRepo
+  // (resolve the existing chat) — everything past begin must remain untouched.
+  function makeService(beginImpl: () => Promise<unknown>) {
+    const aiChatMessageRepo = { insert: jest.fn() };
+    const aiChatRepo = {
+      // An existing chat: stream keeps the supplied chatId and skips creation.
+      findById: jest.fn(async () => ({ id: 'chat-1', workspaceId: 'ws-1' })),
+      insert: jest.fn(),
+    };
+    const svc = new AiChatService(
+      {} as never, // ai
+      aiChatRepo as never,
+      aiChatMessageRepo as never,
+      {} as never, // aiChatPageSnapshotRepo
+      {} as never, // aiSettings
+      {} as never, // tools
+      {} as never, // mcpClients
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo
+      {} as never, // pageAccess
+      { isAiChatDeferredToolsEnabled: () => false } as never, // environment
+    );
+    const begin = jest.fn(beginImpl);
+    return { svc, begin, aiChatRepo, aiChatMessageRepo };
+  }
+
+  const baseArgs = (begin: jest.Mock) => ({
+    user: { id: 'user-1' } as never,
+    workspace: { id: 'ws-1' } as never,
+    sessionId: 'sess-1',
+    body: { chatId: 'chat-1', messages: [] } as never,
+    res: { raw: {} } as never,
+    signal: new AbortController().signal,
+    model: {} as never,
+    role: null,
+    runHooks: {
+      begin,
+      onAssistantSeeded: jest.fn(),
+      onStep: jest.fn(),
+      onSettled: jest.fn(),
+    } as never,
+  });
+
+  it('rejects the racer with a 409 ConflictException BEFORE any AI call, and never persists an untracked turn', async () => {
+    // begin loses the unique-index race -> RunAlreadyActiveError.
+    const { svc, begin, aiChatMessageRepo } = makeService(() => {
+      throw new RunAlreadyActiveError('chat-1');
+    });
+
+    const promise = svc.stream(baseArgs(begin));
+
+    await expect(promise).rejects.toBeInstanceOf(ConflictException);
+    await promise.catch((err: ConflictException) => {
+      expect(err.getStatus()).toBe(409);
+      expect((err.getResponse() as { code?: string }).code).toBe(
+        'A_RUN_ALREADY_ACTIVE',
+      );
+    });
+
+    // The decisive assertions: the rejected racer spent NO tokens and left NO
+    // untracked turn behind.
+    expect(begin).toHaveBeenCalledTimes(1);
+    expect(streamTextMock).not.toHaveBeenCalled();
+    expect(generateTextMock).not.toHaveBeenCalled();
+    expect(aiChatMessageRepo.insert).not.toHaveBeenCalled();
+  });
+});
+
+/**
+ * F3 — the LOAD-BEARING run-detach wiring: `effectiveSignal = handle.signal`
+ * after runHooks.begin, then `abortSignal: effectiveSignal` passed to streamText.
+ * That single line is what makes a run survive a browser disconnect (the agent
+ * loop's abort is governed by the RUN's signal, not the socket): a regression to
+ * the socket-bound signal would still pass every other test green while silently
+ * breaking Stop + durability. These two tests pin the exact signal streamText
+ * consumes on both paths.
+ */
+describe('AiChatService.stream — abortSignal wiring (#184 F3)', () => {
+  const streamTextMock = streamText as unknown as jest.Mock;
+
+  // A streamText result stub: the post-call drain + pipe are no-ops here; we only
+  // care WHICH abortSignal streamText was handed.
+  function makeStreamResult() {
+    return {
+      consumeStream: jest.fn(),
+      pipeUIMessageStreamToResponse: jest.fn(),
+    };
+  }
+
+  // A raw-response stub sufficient for the post-streamText wiring
+  // (stripStreamingHopByHopHeaders binds writeHead; startSseHeartbeat registers
+  // close/finish listeners; flushHeaders is belt-and-braces).
+  function makeRes() {
+    return {
+      raw: {
+        writeHead: jest.fn(),
+        write: jest.fn(),
+        once: jest.fn(),
+        on: jest.fn(),
+        flushHeaders: jest.fn(),
+        writableEnded: false,
+        destroyed: false,
+      },
+    };
+  }
+
+  // Wire only the deps reached on the way to streamText: resolve the existing
+  // chat, persist the user + seed the assistant row, load (empty) history, the
+  // admin settings, an empty external toolset + Docmost toolset.
+  function makeService() {
+    const aiChatRepo = {
+      findById: jest.fn(async () => ({ id: 'chat-1', workspaceId: 'ws-1' })),
+      insert: jest.fn(),
+    };
+    const aiChatMessageRepo = {
+      insert: jest.fn(async () => ({ id: 'msg-1' })),
+      findAllByChat: jest.fn(async () => []),
+      update: jest.fn(async () => ({ id: 'msg-1' })),
+    };
+    const aiSettings = { resolve: jest.fn(async () => ({})) };
+    const tools = { forUser: jest.fn(async () => ({})) };
+    const mcpClients = {
+      toolsFor: jest.fn(async () => ({
+        tools: {},
+        clients: [],
+        outcomes: [],
+        instructions: [],
+      })),
+    };
+    const svc = new AiChatService(
+      {} as never, // ai
+      aiChatRepo as never,
+      aiChatMessageRepo as never,
+      {} as never, // aiChatPageSnapshotRepo
+      aiSettings as never,
+      tools as never,
+      mcpClients as never,
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo (openPage undefined -> never touched)
+      {} as never, // pageAccess
+      { isAiChatDeferredToolsEnabled: () => false } as never, // environment
+    );
+    return { svc };
+  }
+
+  const body = {
+    chatId: 'chat-1',
+    messages: [
+      { id: 'm1', role: 'user', parts: [{ type: 'text', text: 'hi' }] },
+    ],
+  };
+
+  beforeEach(() => {
+    streamTextMock.mockReset();
+    streamTextMock.mockImplementation(() => makeStreamResult());
+    jest
+      .spyOn(Logger.prototype, 'log')
+      .mockImplementation(() => undefined as never);
+  });
+
+  afterEach(() => jest.restoreAllMocks());
+
+  it('happy path (run-wrapped): streamText is driven with abortSignal === handle.signal (the RUN signal, NOT the socket)', async () => {
+    const { svc } = makeService();
+    const runController = new AbortController();
+    const runSignal = runController.signal;
+    const socketSignal = new AbortController().signal;
+
+    const begin = jest.fn(async () => ({ runId: 'run-1', signal: runSignal }));
+    await svc.stream({
+      user: { id: 'user-1' } as never,
+      workspace: { id: 'ws-1' } as never,
+      sessionId: 'sess-1',
+      body: body as never,
+      res: makeRes() as never,
+      signal: socketSignal,
+      model: {} as never,
+      role: null,
+      runHooks: {
+        begin,
+        onAssistantSeeded: jest.fn(),
+        onStep: jest.fn(),
+        onSettled: jest.fn(),
+      } as never,
+    });
+
+    expect(begin).toHaveBeenCalledTimes(1);
+    expect(streamTextMock).toHaveBeenCalledTimes(1);
+    // THE assertion: the agent loop's abort is wired to the RUN, so a browser
+    // disconnect (which aborts only `socketSignal`) cannot end the turn.
+    expect(streamTextMock.mock.calls[0][0].abortSignal).toBe(runSignal);
+    expect(streamTextMock.mock.calls[0][0].abortSignal).not.toBe(socketSignal);
+  });
+
+  it('legacy path (no runHooks): streamText is driven with the SOCKET signal', async () => {
+    const { svc } = makeService();
+    const socketSignal = new AbortController().signal;
+
+    await svc.stream({
+      user: { id: 'user-1' } as never,
+      workspace: { id: 'ws-1' } as never,
+      sessionId: 'sess-1',
+      body: body as never,
+      res: makeRes() as never,
+      signal: socketSignal,
+      model: {} as never,
+      role: null,
+      // No runHooks -> the turn stays socket-bound (flag off / default).
+    });
+
+    expect(streamTextMock).toHaveBeenCalledTimes(1);
+    expect(streamTextMock.mock.calls[0][0].abortSignal).toBe(socketSignal);
+  });
+
+  /**
+   * F9 — streamText's TERMINAL callbacks carry the #184 run lifecycle:
+   *   onStepFinish -> runHooks.onStep(runId, stepCount)
+   *   onFinish     -> runHooks.onSettled(runId, 'completed')   (dominant path)
+   *   onAbort      -> runHooks.onSettled(runId, 'aborted')
+   *   onError      -> runHooks.onSettled(runId, 'error', cause)
+   * makeStreamResult() ignores the streamText options, so these callbacks never
+   * fire on their own — a regression in this wiring (esp. the success path) would
+   * strand the run with NO test catching it. Here we CAPTURE the options streamText
+   * was handed and invoke each callback with the real wiring, asserting the run
+   * hooks fire with the right args.
+   */
+  // Drive stream() to the point streamText is called, capturing the options object
+  // (which carries onStepFinish/onFinish/onError/onAbort) and the run hooks.
+  async function captureStreamCallbacks() {
+    const { svc } = makeService();
+    let capturedOpts: any;
+    streamTextMock.mockImplementation((opts: any) => {
+      capturedOpts = opts;
+      return makeStreamResult();
+    });
+    const runHooks = {
+      begin: jest.fn(async () => ({
+        runId: 'run-1',
+        signal: new AbortController().signal,
+      })),
+      onAssistantSeeded: jest.fn(),
+      onStep: jest.fn(),
+      onSettled: jest.fn(),
+    };
+    await svc.stream({
+      user: { id: 'user-1' } as never,
+      workspace: { id: 'ws-1' } as never,
+      sessionId: 'sess-1',
+      body: body as never,
+      res: makeRes() as never,
+      signal: new AbortController().signal,
+      model: {} as never,
+      role: null,
+      runHooks: runHooks as never,
+    });
+    expect(capturedOpts).toBeDefined();
+    return { capturedOpts, runHooks };
+  }
+
+  it('F9: onStepFinish bumps the run step count, onFinish settles the run "completed" (the dominant autonomous-run path)', async () => {
+    const { capturedOpts, runHooks } = await captureStreamCallbacks();
+
+    // A finished step -> onStep(runId, finishedStepCount).
+    capturedOpts.onStepFinish({ text: 'step one', toolCalls: [], content: [] });
+    expect(runHooks.onStep).toHaveBeenCalledWith('run-1', 1);
+    capturedOpts.onStepFinish({ text: 'step two', toolCalls: [], content: [] });
+    expect(runHooks.onStep).toHaveBeenLastCalledWith('run-1', 2);
+
+    // The success terminal callback settles the run.
+    await capturedOpts.onFinish({
+      text: 'done',
+      finishReason: 'stop',
+      totalUsage: {},
+      usage: {},
+      steps: [],
+    });
+    expect(runHooks.onSettled).toHaveBeenCalledWith('run-1', 'completed');
+  });
+
+  it('F9: onAbort settles the run "aborted"', async () => {
+    jest
+      .spyOn(Logger.prototype, 'warn')
+      .mockImplementation(() => undefined as never);
+    const { capturedOpts, runHooks } = await captureStreamCallbacks();
+
+    await capturedOpts.onAbort({ steps: [] });
+    expect(runHooks.onSettled).toHaveBeenCalledWith('run-1', 'aborted');
+  });
+
+  it('F9: onError settles the run "error" carrying the provider cause', async () => {
+    jest
+      .spyOn(Logger.prototype, 'error')
+      .mockImplementation(() => undefined as never);
+    jest
+      .spyOn(Logger.prototype, 'warn')
+      .mockImplementation(() => undefined as never);
+    const { capturedOpts, runHooks } = await captureStreamCallbacks();
+
+    await capturedOpts.onError({ error: new Error('provider exploded') });
+    expect(runHooks.onSettled).toHaveBeenCalledWith(
+      'run-1',
+      'error',
+      expect.stringContaining('provider exploded'),
+    );
+  });
+});
+
+/**
+ * F14 — the begin-failure RESILIENCE branch (the `else` of the run-race guard).
+ *
+ * stream() wraps runHooks.begin in try/catch with TWO branches:
+ *   - RunAlreadyActiveError  -> 409 ConflictException (pinned above).
+ *   - ANY OTHER begin failure -> SWALLOW + continue UNTRACKED on the socket signal
+ *     (legacy fallback): it logs "...streaming without run tracking", leaves
+ *     `effectiveSignal = signal` (runId undefined) and serves the turn anyway.
+ *
+ * The contract: a transient beginRun failure (e.g. a non-unique DB error inserting
+ * the run row) must STILL serve the user's turn — it must NOT re-throw and must NOT
+ * be misclassified as a 409. A regression that re-threw here would break EVERY turn
+ * on a begin failure with nothing to catch it. This branch is otherwise undriven by
+ * any spec, so it is pinned here SEPARATELY from the 409 path: a plain begin error
+ * proceeds to streamText with the SOCKET signal and still persists the user turn.
+ */
+describe('AiChatService.stream — begin-failure resilience / legacy fallback (#184 F14)', () => {
+  const streamTextMock = streamText as unknown as jest.Mock;
+
+  function makeStreamResult() {
+    return {
+      consumeStream: jest.fn(),
+      pipeUIMessageStreamToResponse: jest.fn(),
+    };
+  }
+
+  function makeRes() {
+    return {
+      raw: {
+        writeHead: jest.fn(),
+        write: jest.fn(),
+        once: jest.fn(),
+        on: jest.fn(),
+        flushHeaders: jest.fn(),
+        writableEnded: false,
+        destroyed: false,
+      },
+    };
+  }
+
+  // Same harness as the F3 abortSignal block, but it also exposes
+  // aiChatMessageRepo so we can assert the user turn IS persisted (the turn really
+  // streamed) despite begin() blowing up.
+  function makeService() {
+    const aiChatRepo = {
+      findById: jest.fn(async () => ({ id: 'chat-1', workspaceId: 'ws-1' })),
+      insert: jest.fn(),
+    };
+    const aiChatMessageRepo = {
+      insert: jest.fn(async () => ({ id: 'msg-1' })),
+      findAllByChat: jest.fn(async () => []),
+      update: jest.fn(async () => ({ id: 'msg-1' })),
+    };
+    const aiSettings = { resolve: jest.fn(async () => ({})) };
+    const tools = { forUser: jest.fn(async () => ({})) };
+    const mcpClients = {
+      toolsFor: jest.fn(async () => ({
+        tools: {},
+        clients: [],
+        outcomes: [],
+        instructions: [],
+      })),
+    };
+    const svc = new AiChatService(
+      {} as never, // ai
+      aiChatRepo as never,
+      aiChatMessageRepo as never,
+      {} as never, // aiChatPageSnapshotRepo
+      aiSettings as never,
+      tools as never,
+      mcpClients as never,
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo
+      {} as never, // pageAccess
+      { isAiChatDeferredToolsEnabled: () => false } as never, // environment
+    );
+    return { svc, aiChatMessageRepo };
+  }
+
+  const body = {
+    chatId: 'chat-1',
+    messages: [
+      { id: 'm1', role: 'user', parts: [{ type: 'text', text: 'hi' }] },
+    ],
+  };
+
+  beforeEach(() => {
+    streamTextMock.mockReset();
+    streamTextMock.mockImplementation(() => makeStreamResult());
+    jest
+      .spyOn(Logger.prototype, 'log')
+      .mockImplementation(() => undefined as never);
+  });
+
+  afterEach(() => jest.restoreAllMocks());
+
+  it('a PLAIN begin() failure (NOT RunAlreadyActiveError) does NOT 409 — it swallows, logs, and streams the turn UNTRACKED on the socket signal', async () => {
+    const errorSpy = jest
+      .spyOn(Logger.prototype, 'error')
+      .mockImplementation(() => undefined as never);
+
+    const { svc, aiChatMessageRepo } = makeService();
+    const socketSignal = new AbortController().signal;
+
+    // A transient, NON-race begin failure (e.g. a non-unique DB error inserting
+    // the run row). This is the `else` branch of the begin try/catch.
+    const begin = jest.fn(async () => {
+      throw new Error('insert failed');
+    });
+
+    const promise = svc.stream({
+      user: { id: 'user-1' } as never,
+      workspace: { id: 'ws-1' } as never,
+      sessionId: 'sess-1',
+      body: body as never,
+      res: makeRes() as never,
+      signal: socketSignal,
+      model: {} as never,
+      role: null,
+      runHooks: {
+        begin,
+        onAssistantSeeded: jest.fn(),
+        onStep: jest.fn(),
+        onSettled: jest.fn(),
+      } as never,
+    });
+
+    // The turn proceeds: NO throw at all (in particular NOT a 409).
+    await expect(promise).resolves.toBeUndefined();
+
+    expect(begin).toHaveBeenCalledTimes(1);
+
+    // The resilience branch logged the legacy-fallback warning.
+    expect(errorSpy).toHaveBeenCalledWith(
+      expect.stringContaining('streaming without run tracking'),
+      expect.anything(),
+    );
+
+    // The turn really streamed: the user message was persisted and streamText ran.
+    expect(aiChatMessageRepo.insert).toHaveBeenCalled();
+    expect(streamTextMock).toHaveBeenCalledTimes(1);
+
+    // The decisive wiring: with no run handle, the fallback uses the SOCKET signal
+    // (effectiveSignal = signal, runId undefined) — not a run-bound signal.
+    expect(streamTextMock.mock.calls[0][0].abortSignal).toBe(socketSignal);
+  });
+});

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

@@ -453,6 +453,12 @@ describe('chatStreamMetadata', () => {
     });
   });
 
+  it('attaches the runId on the start part when a run wraps the turn (#184)', () => {
+    expect(
+      chatStreamMetadata({ type: 'start' }, 'chat-1', undefined, 'run-1'),
+    ).toEqual({ chatId: 'chat-1', runId: 'run-1' });
+  });
+
   it('returns the CUMULATIVE step usage passed in for the finish-step part', () => {
     // finish-step usage is per-step in v6; the caller accumulates and passes the
     // running sum, which this just wraps.

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

@@ -43,6 +43,30 @@ export class BoundChatDto {
   pageId: string;
 }
 
+/**
+ * Reconnect to the latest run of a chat (#184): fetch its persisted lifecycle
+ * state (and the assistant message it projects) for an in-flight or finished run.
+ */
+export class GetRunDto {
+  @IsString()
+  chatId: string;
+}
+
+/**
+ * Explicitly STOP an agent run (#184): the user pressed Stop — distinct from a
+ * browser disconnect, which never stops a run. Either the run id (preferred, from
+ * the streamed start metadata) or the chat id (stop whatever run is active on it).
+ */
+export class StopRunDto {
+  @IsOptional()
+  @IsString()
+  runId?: string;
+
+  @IsOptional()
+  @IsString()
+  chatId?: string;
+}
+
 /** Export a chat to Markdown (#183). `lang` localizes the few fixed
  *  role/tool-action labels; defaults to English server-side. */
 export class ExportChatDto {

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

@@ -610,6 +610,63 @@ describe('AiAgentRolesService guards', () => {
       expect(repo.insert.mock.calls[0][0].name).toBe('Researcher (2)');
     });
 
+    it('createdRoles lists the installed role (no renamedTo when not renamed)', async () => {
+      const { service } = makeImportService({});
+      const res = await service.importFromCatalog('ws-1', 'u1', dto());
+      expect(res.createdRoles).toEqual([
+        { slug: 'researcher', name: 'Researcher' },
+      ]);
+      expect(res.skippedRoles).toEqual([]);
+    });
+
+    it('createdRoles carries renamedTo on a rename', async () => {
+      const existing = [makeRow({ id: 'r-x', name: 'Researcher' })];
+      const { service } = makeImportService({ existing });
+      const res = await service.importFromCatalog(
+        'ws-1',
+        'u1',
+        dto({ conflict: 'rename' }),
+      );
+      expect(res.createdRoles).toEqual([
+        { slug: 'researcher', name: 'Researcher', renamedTo: 'Researcher (2)' },
+      ]);
+      expect(res.skippedRoles).toEqual([]);
+    });
+
+    it('skippedRoles: already-installed slug carries reason "already-installed"', async () => {
+      const existing = [
+        makeRow({
+          id: 'r-existing',
+          name: 'Old researcher',
+          source: { slug: 'researcher', language: 'en', version: 1 } as never,
+        }),
+      ];
+      const { service } = makeImportService({ existing });
+      const res = await service.importFromCatalog('ws-1', 'u1', dto());
+      expect(res.skippedRoles).toEqual([
+        {
+          slug: 'researcher',
+          name: 'Researcher',
+          reason: 'already-installed',
+        },
+      ]);
+      expect(res.createdRoles).toEqual([]);
+    });
+
+    it('skippedRoles: a name collision under conflict:skip carries reason "name-conflict"', async () => {
+      const existing = [makeRow({ id: 'r-x', name: 'Researcher' })];
+      const { service } = makeImportService({ existing });
+      const res = await service.importFromCatalog(
+        'ws-1',
+        'u1',
+        dto({ conflict: 'skip' }),
+      );
+      expect(res.skippedRoles).toEqual([
+        { slug: 'researcher', name: 'Researcher', reason: 'name-conflict' },
+      ]);
+      expect(res.createdRoles).toEqual([]);
+    });
+
     it('dto.slugs filters; an unknown slug becomes an error entry', async () => {
       const { service, repo } = makeImportService({
         bundleRoles: [catalogRole()],
@@ -677,6 +734,15 @@ describe('AiAgentRolesService guards', () => {
       // 'a' converged on the concurrent install (skip); 'b' imported; no errors.
       expect(res).toMatchObject({ created: 1, skipped: 1, renamed: 0 });
       expect(res.errors).toEqual([]);
+      // The per-role list records 'a' as an already-installed skip (the UI reads
+      // skippedRoles, not the counter, to render its plaque — assert the array,
+      // not just the count).
+      expect(res.skippedRoles).toContainEqual({
+        slug: 'a',
+        name: 'A',
+        reason: 'already-installed',
+      });
+      expect(res.createdRoles.map((r) => r.slug)).toEqual(['b']);
       // Both inserts were attempted (the batch did not abort on the 23505).
       expect(repo.insert).toHaveBeenCalledTimes(2);
     });

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

@@ -305,6 +305,16 @@ export class AiAgentRolesService {
     skipped: number;
     renamed: number;
     errors: { slug: string; message: string }[];
+    // Per-role lists alongside the counters (kept for back-compat). The redesigned
+    // catalog UI needs the actual roles — which were created (and any rename) and
+    // which were skipped and why — to render an inline result plaque with the
+    // conflicting role's name and a "Rename & install" affordance.
+    createdRoles: { slug: string; name: string; renamedTo?: string }[];
+    skippedRoles: {
+      slug: string;
+      name: string;
+      reason: 'name-conflict' | 'already-installed';
+    }[];
   }> {
     const { file, versions } = await this.loadBundleById(
       dto.bundleId,
@@ -312,6 +322,13 @@ export class AiAgentRolesService {
     );
 
     const errors: { slug: string; message: string }[] = [];
+    const createdRoles: { slug: string; name: string; renamedTo?: string }[] =
+      [];
+    const skippedRoles: {
+      slug: string;
+      name: string;
+      reason: 'name-conflict' | 'already-installed';
+    }[] = [];
 
     // Resolve the selected catalog roles (honor dto.slugs; flag unknown ones).
     let selected = file.roles;
@@ -351,16 +368,27 @@ export class AiAgentRolesService {
       // Already installed from the catalog in THIS language => skip (use
       // update-from-catalog). A different language of the same slug still imports.
       const installKey = `${role.slug}:${dto.language}`;
+      const originalName = role.name.trim();
       if (installedKeys.has(installKey)) {
         skipped++;
+        skippedRoles.push({
+          slug: role.slug,
+          name: originalName,
+          reason: 'already-installed',
+        });
         continue;
       }
 
-      let name = role.name.trim();
+      let name = originalName;
       let didRename = false;
       if (takenNames.has(name.toLowerCase())) {
         if (dto.conflict === 'skip') {
           skipped++;
+          skippedRoles.push({
+            slug: role.slug,
+            name: originalName,
+            reason: 'name-conflict',
+          });
           continue;
         }
         // conflict === 'rename': find a free " (N)" suffix.
@@ -380,6 +408,11 @@ export class AiAgentRolesService {
         });
         created++;
         if (didRename) renamed++;
+        createdRoles.push({
+          slug: role.slug,
+          name: originalName,
+          ...(didRename ? { renamedTo: name } : {}),
+        });
         takenNames.add(name.toLowerCase());
         installedKeys.add(installKey);
       } catch (err) {
@@ -391,6 +424,11 @@ export class AiAgentRolesService {
         // skipped (already installed) and continue; do NOT abort or error.
         if (isSourceUniqueViolation(err)) {
           skipped++;
+          skippedRoles.push({
+            slug: role.slug,
+            name: originalName,
+            reason: 'already-installed',
+          });
           installedKeys.add(installKey);
           continue;
         }
@@ -407,7 +445,7 @@ export class AiAgentRolesService {
       }
     }
 
-    return { created, skipped, renamed, errors };
+    return { created, skipped, renamed, errors, createdRoles, skippedRoles };
   }
 
   /**

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

@@ -539,3 +539,115 @@ describe('AiChatToolsService model-friendly input validation (#190)', () => {
     expect(result.error?.message).toContain('parameter "pageId": missing (required)');
   });
 });
+
+/**
+ * #294 F1 — the contract-parity test introspects only the ADVERTISED schema keys
+ * (buildShape), not the execute bodies. Most execs are unchanged pass-throughs,
+ * but two wirings actually CHANGED in the migration and are otherwise untested:
+ *   - movePage now forwards the newly-added optional `position` field to the
+ *     client (client.movePage(pageId, parentPageId, position));
+ *   - the table trio unified its `tableRef` param to `table` and must forward it
+ *     positionally. A field destructured under the wrong name would silently pass
+ *     `undefined` to the client (execute is `any`-cast, so tsc won't catch it).
+ */
+describe('AiChatToolsService #294 changed execute wirings', () => {
+  const calls: Record<string, unknown[][]> = {
+    movePage: [],
+    tableInsertRow: [],
+    tableDeleteRow: [],
+    tableUpdateCell: [],
+  };
+  const fakeClient: Partial<DocmostClientLike> = {
+    movePage: (...args: unknown[]) => {
+      calls.movePage.push(args);
+      return Promise.resolve({ success: true });
+    },
+    tableInsertRow: (...args: unknown[]) => {
+      calls.tableInsertRow.push(args);
+      return Promise.resolve({ ok: true });
+    },
+    tableDeleteRow: (...args: unknown[]) => {
+      calls.tableDeleteRow.push(args);
+      return Promise.resolve({ ok: true });
+    },
+    tableUpdateCell: (...args: unknown[]) => {
+      calls.tableUpdateCell.push(args);
+      return Promise.resolve({ ok: true });
+    },
+  };
+  const tokenServiceStub = {
+    generateAccessToken: jest.fn().mockResolvedValue('access-token'),
+    generateCollabToken: jest.fn().mockResolvedValue('collab-token'),
+  };
+  let service: AiChatToolsService;
+
+  beforeEach(() => {
+    for (const k of Object.keys(calls)) calls[k].length = 0;
+    jest.spyOn(loader, 'loadDocmostMcp').mockResolvedValue(
+      mockLoaded(function () {
+        return fakeClient as DocmostClientLike;
+      } as unknown as loader.DocmostClientCtor),
+    );
+    service = new AiChatToolsService(
+      tokenServiceStub as never,
+      {} as never,
+      {} as never,
+      {} as never,
+      {} as never,
+      {
+        asSink: () => ({ put: jest.fn(), has: jest.fn(), evict: jest.fn() }),
+      } as never,
+    );
+  });
+  afterEach(() => jest.restoreAllMocks());
+
+  const buildTools = () =>
+    service.forUser(
+      { id: 'user-1', email: 'u@example.com', workspaceId: 'ws-1' } as never,
+      'session-1',
+      'ws-1',
+      'chat-1',
+    );
+
+  it('movePage forwards the optional position to the client', async () => {
+    const tools = await buildTools();
+    await tools.movePage.execute(
+      { pageId: 'p1', parentPageId: 'parent1', position: 'a5' } as never,
+      {} as never,
+    );
+    expect(calls.movePage).toEqual([['p1', 'parent1', 'a5']]);
+  });
+
+  it('movePage passes undefined position and null parent when omitted (unchanged behavior)', async () => {
+    const tools = await buildTools();
+    await tools.movePage.execute({ pageId: 'p2' } as never, {} as never);
+    expect(calls.movePage).toEqual([['p2', null, undefined]]);
+  });
+
+  it('tableInsertRow forwards the unified `table` param positionally', async () => {
+    const tools = await buildTools();
+    await tools.tableInsertRow.execute(
+      { pageId: 'p1', table: '#0', cells: ['a', 'b'], index: 2 } as never,
+      {} as never,
+    );
+    expect(calls.tableInsertRow).toEqual([['p1', '#0', ['a', 'b'], 2]]);
+  });
+
+  it('tableDeleteRow forwards `table` positionally', async () => {
+    const tools = await buildTools();
+    await tools.tableDeleteRow.execute(
+      { pageId: 'p1', table: '#0', index: 1 } as never,
+      {} as never,
+    );
+    expect(calls.tableDeleteRow).toEqual([['p1', '#0', 1]]);
+  });
+
+  it('tableUpdateCell forwards `table` positionally', async () => {
+    const tools = await buildTools();
+    await tools.tableUpdateCell.execute(
+      { pageId: 'p1', table: '#0', row: 1, col: 2, text: 'x' } as never,
+      {} as never,
+    );
+    expect(calls.tableUpdateCell).toEqual([['p1', '#0', 1, 2, 'x']]);
+  });
+});

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

@@ -316,50 +316,27 @@ export class AiChatToolsService {
         execute: async () => resolveCurrentPageResult(openedPage),
       }),
 
-      getPage: tool({
-        description:
-          'Fetch a single page as Markdown by its page id. Returns the page ' +
-          'title and its Markdown content. Inline <span data-comment-id> tags ' +
-          'in the markdown are comment highlight anchors (also present for ' +
-          'RESOLVED threads) — treat them as markup, not page text.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id (or slugId) of the page.'),
-        }),
-        execute: async ({ pageId }) => {
-          // getPage(pageId) -> { data: filterPage(page, markdown), success }.
-          const result = await client.getPage(pageId);
-          const data = (result?.data ?? {}) as {
-            title?: string;
-            content?: string;
-          };
-          return {
-            title: data.title ?? '',
-            markdown: typeof data.content === 'string' ? data.content : '',
-          };
-        },
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // The execute body keeps this layer's { title, markdown } projection.
+      getPage: sharedTool(sharedToolSpecs.getPage, async ({ pageId }) => {
+        // getPage(pageId) -> { data: filterPage(page, markdown), success }.
+        const result = await client.getPage(pageId);
+        const data = (result?.data ?? {}) as {
+          title?: string;
+          content?: string;
+        };
+        return {
+          title: data.title ?? '',
+          markdown: typeof data.content === 'string' ? data.content : '',
+        };
       }),
 
       // --- WRITE tools (all reversible — history/trash; §6.5 / D3) ---
 
-      createPage: tool({
-        description:
-          'Create a new page with a Markdown body in a space, optionally under ' +
-          'a parent page. Returns the new page id and title. Reversible: a page ' +
-          'can be moved to trash later.',
-        inputSchema: modelFriendlyInput({
-          title: z.string().describe('The title of the new page.'),
-          content: z
-            .string()
-            .describe('The page body as Markdown (may be empty).'),
-          spaceId: z
-            .string()
-            .describe('The id of the space to create the page in.'),
-          parentPageId: z
-            .string()
-            .optional()
-            .describe('Optional parent page id to nest the new page under.'),
-        }),
-        execute: async ({ title, content, spaceId, parentPageId }) => {
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      createPage: sharedTool(
+        sharedToolSpecs.createPage,
+        async ({ title, content, spaceId, parentPageId }) => {
           // createPage(title, content, spaceId, parentPageId?) ->
           // { data: filterPage(page, markdown), success }.
           const result = await client.createPage(
@@ -375,7 +352,7 @@ export class AiChatToolsService {
           };
           return { id: data.id ?? data.slugId, title: data.title ?? title };
         },
-      }),
+      ),
 
       updatePageContent: tool({
         description:
@@ -399,115 +376,46 @@ export class AiChatToolsService {
         },
       }),
 
-      renamePage: tool({
-        description:
-          "Rename a page (change its title only; the body is untouched). " +
-          'Reversible: rename back at any time.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to rename.'),
-          title: z.string().describe('The new title.'),
-        }),
-        execute: async ({ pageId, title }) => {
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      renamePage: sharedTool(
+        sharedToolSpecs.renamePage,
+        async ({ pageId, title }) => {
           // renamePage(pageId, title) -> { success, pageId, title }.
           await client.renamePage(pageId, title);
           return { pageId, title };
         },
-      }),
+      ),
 
-      movePage: tool({
-        description:
-          'Move a page under a new parent page, or to the space root when no ' +
-          'parent is given. Reversible: move it back at any time.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to move.'),
-          parentPageId: z
-            .string()
-            .nullable()
-            .optional()
-            .describe(
-              'Target parent page id. Null/omitted moves the page to the ' +
-                'space root.',
-            ),
-        }),
-        execute: async ({ pageId, parentPageId }) => {
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // The shared schema adds the optional `position` field this layer lacked
+      // before; the execute now forwards it (the client already accepted it).
+      movePage: sharedTool(
+        sharedToolSpecs.movePage,
+        async ({ pageId, parentPageId, position }) => {
           // movePage(pageId, parentPageId, position?) -> raw move response.
-          await client.movePage(pageId, parentPageId ?? null);
+          await client.movePage(pageId, parentPageId ?? null, position);
           return { pageId, parentPageId: parentPageId ?? null, moved: true };
         },
+      ),
+
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // GUARDRAIL (§14 H4) preserved: the shared schema exposes ONLY pageId, so
+      // permanentlyDelete/forceDelete are never part of the input and can never
+      // be forwarded — the agent physically cannot permanently delete a page.
+      deletePage: sharedTool(sharedToolSpecs.deletePage, async ({ pageId }) => {
+        // deletePage(pageId) hits POST /pages/delete with { pageId } only,
+        // which is the soft-delete (trash) path on the server.
+        await client.deletePage(pageId);
+        return { pageId, trashed: true };
       }),
 
-      deletePage: tool({
-        description:
-          'Move a page to the trash (SOFT delete only — fully reversible; the ' +
-          'page can be restored from trash). This NEVER permanently deletes.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to move to trash.'),
-        }),
-        // GUARDRAIL (§14 H4): the only field ever passed to the client is
-        // pageId. permanentlyDelete/forceDelete are not part of the schema and
-        // are never forwarded, so the agent physically cannot permanently
-        // delete a page through this tool.
-        execute: async ({ pageId }) => {
-          // deletePage(pageId) hits POST /pages/delete with { pageId } only,
-          // which is the soft-delete (trash) path on the server.
-          await client.deletePage(pageId);
-          return { pageId, trashed: true };
-        },
-      }),
-
-      // INTENTIONAL per-transport divergence (not shared): the description is
-      // tuned for the in-app agent (e.g. "retry with a corrected EXACT selection"
-      // and "Reversible via the comment UI"); the standalone MCP `create_comment`
-      // keeps its own wording. Kept per-layer.
-      createComment: tool({
-        description:
-          'Add an INLINE comment to a page, or reply to an existing top-level ' +
-          'comment (one level only — the backend rejects replies to replies). ' +
-          'The comment is anchored inline to the given exact `selection` text ' +
-          '(which gets highlighted); page-level comments are NOT supported. A ' +
-          "new top-level comment REQUIRES a `selection`. Replies inherit the " +
-          "parent's anchor and take no selection. If the call fails with a " +
-          '"selection not found" error, retry with a corrected EXACT selection ' +
-          'copied verbatim from a single paragraph/block. You may also attach a ' +
-          '`suggestedText` proposing a replacement for the `selection` (a human ' +
-          'applies it from the UI); when set, the `selection` must occur exactly ' +
-          'once in the page. Reversible via the comment UI.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to comment on.'),
-          content: z.string().describe('The comment body as Markdown.'),
-          selection: z
-            .string()
-            .min(1)
-            .max(250)
-            .optional()
-            .describe(
-              'EXACT contiguous text from a SINGLE paragraph/block to anchor ' +
-                '(highlight) the comment on (<=250 chars, avoid spanning across ' +
-                'formatting boundaries). Required for a new top-level comment; ' +
-                'omit only when replying via parentCommentId.',
-            ),
-          parentCommentId: z
-            .string()
-            .optional()
-            .describe(
-              'Optional id of a TOP-LEVEL comment to reply to (one level ' +
-                'of replies only).',
-            ),
-          suggestedText: z
-            .string()
-            .min(1)
-            .max(2000)
-            .optional()
-            .describe(
-              'Optional proposed replacement (PLAIN TEXT) for the `selection`, ' +
-                'applied by a human via the UI (never auto-applied). REQUIRES a ' +
-                '`selection`; NOT allowed on a reply. When set, the `selection` ' +
-                'must be UNIQUE in the page — expand it with surrounding context ' +
-                '(still <=250 chars) if it occurs more than once, or the call is ' +
-                'refused.',
-            ),
-        }),
-        execute: async ({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // This layer keeps only its own execute-side guards (require a selection
+      // for a top-level comment; reject suggestedText on a reply / without a
+      // selection) — the schema+description are shared.
+      createComment: sharedTool(
+        sharedToolSpecs.createComment,
+        async ({
           pageId,
           content,
           selection,
@@ -548,26 +456,17 @@ export class AiChatToolsService {
           const data = (result?.data ?? {}) as { id?: string };
           return { commentId: data.id, pageId };
         },
-      }),
+      ),
 
-      resolveComment: tool({
-        description:
-          'Resolve or reopen a top-level comment thread (reversible — toggle ' +
-          'the resolved flag). Only top-level comments can be resolved.',
-        inputSchema: modelFriendlyInput({
-          commentId: z
-            .string()
-            .describe('The id of the top-level comment to resolve/reopen.'),
-          resolved: z
-            .boolean()
-            .describe('true to resolve the thread, false to reopen it.'),
-        }),
-        execute: async ({ commentId, resolved }) => {
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      resolveComment: sharedTool(
+        sharedToolSpecs.resolveComment,
+        async ({ commentId, resolved }) => {
           // resolveComment(commentId, resolved) -> { success, commentId, resolved }.
           await client.resolveComment(commentId, resolved);
           return { commentId, resolved };
         },
-      }),
+      ),
 
       // --- READ tools (added) ---
 
@@ -585,33 +484,12 @@ export class AiChatToolsService {
       // hierarchy mode but is worded for the in-app agent; the standalone MCP
       // `list_pages` carries its own wording. Kept per-layer so each side tunes
       // its own guidance.
-      listPages: tool({
-        description:
-          'List the most recent pages, optionally scoped to a single space. ' +
-          'Returns a bounded list (default 50, max 100). Pass tree:true (with ' +
-          "spaceId) to instead get the space's full page hierarchy as a nested tree.",
-        inputSchema: modelFriendlyInput({
-          spaceId: z
-            .string()
-            .optional()
-            .describe('Optional space id to scope the listing to.'),
-          limit: z
-            .number()
-            .int()
-            .min(1)
-            .max(100)
-            .optional()
-            .describe('Maximum number of pages (1-100).'),
-          tree: z
-            .boolean()
-            .optional()
-            .describe(
-              'When true, return the full page hierarchy of the given space as a nested tree (children arrays) instead of the recent-pages flat list. Requires spaceId; ignores limit.',
-            ),
-        }),
-        execute: async ({ spaceId, limit, tree }) =>
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      listPages: sharedTool(
+        sharedToolSpecs.listPages,
+        async ({ spaceId, limit, tree }) =>
           await client.listPages(spaceId, limit, tree),
-      }),
+      ),
 
       listSidebarPages: tool({
         description:
@@ -656,41 +534,34 @@ export class AiChatToolsService {
           }),
       ),
 
+      // NOT shared (kept inline): the MCP tool name `table_get` is noun-first
+      // while this key is `getTable` (verb-first), breaking the
+      // snake_case(inAppKey) convention the shared registry enforces. Its
+      // reference parameter is still named `table` (was `tableRef`) so it matches
+      // the migrated table row/cell tools below.
       getTable: tool({
         description:
           'Read a table as a matrix of cell texts (plus a parallel cellIds ' +
           'matrix so cells can be addressed for rich edits).',
         inputSchema: modelFriendlyInput({
           pageId: z.string().describe('The id of the page.'),
-          tableRef: z
+          table: z
             .string()
             .describe(
-              '"#<index>" from getOutline, or a block id of any node inside ' +
-                'the table.',
+              '"#<index>" from the page outline, or a block id of any node ' +
+                'inside the table.',
             ),
         }),
-        execute: async ({ pageId, tableRef }) =>
-          await client.getTable(pageId, tableRef),
+        execute: async ({ pageId, table }) =>
+          await client.getTable(pageId, table),
       }),
 
-      listComments: tool({
-        description:
-          'List comments on a page in one call. By DEFAULT only ACTIVE ' +
-          'threads are returned; resolved threads (a resolved top-level ' +
-          'comment and all its replies) are hidden and their count reported ' +
-          'as `resolvedThreadsHidden` so you can re-query with ' +
-          '`includeResolved: true` to see everything. Returns ' +
-          '`{ items, resolvedThreadsHidden }`. Content is returned as Markdown.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          includeResolved: z
-            .boolean()
-            .optional()
-            .describe('default only active threads; true — include resolved'),
-        }),
-        execute: async ({ pageId, includeResolved }) =>
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      listComments: sharedTool(
+        sharedToolSpecs.listComments,
+        async ({ pageId, includeResolved }) =>
           await client.listComments(pageId, includeResolved),
-      }),
+      ),
 
       getComment: tool({
         description: 'Fetch a single comment by id (content as Markdown).',
@@ -700,26 +571,12 @@ export class AiChatToolsService {
         execute: async ({ commentId }) => await client.getComment(commentId),
       }),
 
-      checkNewComments: tool({
-        description:
-          'Find new comments across a space (optionally scoped to a subtree) ' +
-          'created after a given timestamp.',
-        inputSchema: modelFriendlyInput({
-          spaceId: z.string().describe('The id of the space to scan.'),
-          since: z
-            .string()
-            .describe('An ISO-8601 timestamp; only comments created after it.'),
-          parentPageId: z
-            .string()
-            .optional()
-            .describe(
-              'Optional page id to scope the scan to that page and its ' +
-                'descendants.',
-            ),
-        }),
-        execute: async ({ spaceId, since, parentPageId }) =>
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      checkNewComments: sharedTool(
+        sharedToolSpecs.checkNewComments,
+        async ({ spaceId, since, parentPageId }) =>
           await client.checkNewComments(spaceId, since, parentPageId),
-      }),
+      ),
 
       listShares: sharedTool(
         sharedToolSpecs.listShares,
@@ -749,19 +606,14 @@ export class AiChatToolsService {
           await client.diffPageVersions(pageId, from, to),
       ),
 
-      exportPageMarkdown: tool({
-        description:
-          'Export a page to a single self-contained Docmost-flavoured ' +
-          'Markdown file (meta + body + comment threads). Lossless round-trip ' +
-          'with importPageMarkdown.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to export.'),
-        }),
-        execute: async ({ pageId }) => {
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      exportPageMarkdown: sharedTool(
+        sharedToolSpecs.exportPageMarkdown,
+        async ({ pageId }) => {
           const markdown = await client.exportPageMarkdown(pageId);
           return { markdown };
         },
-      }),
+      ),
 
       // --- WRITE tools (added; reversible via page history/trash) ---
 
@@ -811,28 +663,12 @@ export class AiChatToolsService {
         async ({ pageId, nodeId }) => await client.deleteNode(pageId, nodeId),
       ),
 
-      updatePageJson: tool({
-        description:
-          "Replace a page's body with a full ProseMirror document — a full " +
-          'overwrite — and/or update its title. Minimal example content: ' +
-          '{"type":"doc","content":[{"type":"paragraph","content":' +
-          '[{"type":"text","text":"Hi"}]}]}. The content arg may be a JSON ' +
-          'object or a JSON string (both accepted). Omit content for a ' +
-          'title-only update. Reversible: the previous version is kept in page ' +
-          'history.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to update.'),
-          content: z
-            .any()
-            .optional()
-            .describe(
-              'Full ProseMirror doc {"type":"doc","content":[...]} (JSON ' +
-                'object or JSON string); omit for a title-only update.',
-            ),
-          title: z.string().optional().describe('Optional new title.'),
-        }),
-        execute: async ({ pageId, content, title }) => {
-          // Parity with the standalone MCP server (index.ts update_page_json):
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // The execute body keeps this layer's content normalization (parity with
+      // the standalone MCP server, index.ts update_page_json).
+      updatePageJson: sharedTool(
+        sharedToolSpecs.updatePageJson,
+        async ({ pageId, content, title }) => {
           // undefined/null pass through as undefined (title-only / no-op); any
           // string is JSON.parsed (so an empty string "" throws, matching the
           // MCP server); an object is passed through unchanged.
@@ -845,66 +681,29 @@ export class AiChatToolsService {
           }
           return await client.updatePageJson(pageId, doc, title);
         },
-      }),
+      ),
 
-      // NOT in the shared registry: this layer names the table argument
-      // `tableRef`, while the standalone MCP tool names it `table` (index.ts).
-      // Sharing one buildShape would rename a model-facing parameter on one
-      // transport, so the table row/cell tools stay per-layer by design.
-      tableInsertRow: tool({
-        description:
-          'Insert a row of plain-text cells into a table. Reversible via ' +
-          'page history.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          tableRef: z
-            .string()
-            .describe('"#<index>" from getOutline, or a block id in the table.'),
-          cells: z.array(z.string()).describe('The cell texts for the row.'),
-          index: z
-            .number()
-            .int()
-            .optional()
-            .describe('0-based insert position (omit/out-of-range to append).'),
-        }),
-        execute: async ({ pageId, tableRef, cells, index }) =>
-          await client.tableInsertRow(pageId, tableRef, cells, index),
-      }),
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // The table reference parameter was unified to `table` (was `tableRef`).
+      tableInsertRow: sharedTool(
+        sharedToolSpecs.tableInsertRow,
+        async ({ pageId, table, cells, index }) =>
+          await client.tableInsertRow(pageId, table, cells, index),
+      ),
 
-      // NOT shared — same `tableRef` (here) vs `table` (MCP) parameter-name
-      // divergence as tableInsertRow.
-      tableDeleteRow: tool({
-        description:
-          'Delete a table row at a 0-based index. Reversible via page history.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          tableRef: z
-            .string()
-            .describe('"#<index>" from getOutline, or a block id in the table.'),
-          index: z.number().int().describe('0-based row index to delete.'),
-        }),
-        execute: async ({ pageId, tableRef, index }) =>
-          await client.tableDeleteRow(pageId, tableRef, index),
-      }),
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      tableDeleteRow: sharedTool(
+        sharedToolSpecs.tableDeleteRow,
+        async ({ pageId, table, index }) =>
+          await client.tableDeleteRow(pageId, table, index),
+      ),
 
-      // NOT shared — same `tableRef` (here) vs `table` (MCP) parameter-name
-      // divergence as tableInsertRow.
-      tableUpdateCell: tool({
-        description:
-          'Set the plain-text content of a table cell at [row, col] (0-based). ' +
-          'Reversible via page history.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          tableRef: z
-            .string()
-            .describe('"#<index>" from getOutline, or a block id in the table.'),
-          row: z.number().int().describe('0-based row index.'),
-          col: z.number().int().describe('0-based column index.'),
-          text: z.string().describe('The new cell text.'),
-        }),
-        execute: async ({ pageId, tableRef, row, col, text }) =>
-          await client.tableUpdateCell(pageId, tableRef, row, col, text),
-      }),
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      tableUpdateCell: sharedTool(
+        sharedToolSpecs.tableUpdateCell,
+        async ({ pageId, table, row, col, text }) =>
+          await client.tableUpdateCell(pageId, table, row, col, text),
+      ),
 
       copyPageContent: sharedTool(
         sharedToolSpecs.copyPageContent,
@@ -918,25 +717,14 @@ export class AiChatToolsService {
           await client.importPageMarkdown(pageId, markdown),
       ),
 
-      // INTENTIONAL per-transport divergence (not shared): adds a security
-      // confirmation framing ("Only share when the user explicitly asked, since
-      // this exposes the page to anyone with the link") for the in-app agent; the
-      // standalone MCP `share_page` keeps the plain public-URL wording.
-      sharePage: tool({
-        description:
-          'Make a page PUBLICLY accessible and return its public URL. ' +
-          'Reversible via unsharePage. Only share when the user explicitly ' +
-          'asked, since this exposes the page to anyone with the link.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to share.'),
-          searchIndexing: z
-            .boolean()
-            .optional()
-            .describe('Allow public search engines to index it (default true).'),
-        }),
-        execute: async ({ pageId, searchIndexing }) =>
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // Both layers already carried the security-confirmation framing, so there
+      // was no real divergence to preserve — only wording drift.
+      sharePage: sharedTool(
+        sharedToolSpecs.sharePage,
+        async ({ pageId, searchIndexing }) =>
           await client.sharePage(pageId, searchIndexing),
-      }),
+      ),
 
       unsharePage: sharedTool(
         sharedToolSpecs.unsharePage,

apps/server/src/core/ai-chat/tools/tool-tiers.ts

@@ -100,54 +100,26 @@ export const INLINE_TOOL_TIERS: Record<
     tier: 'core',
     catalogLine: 'getCurrentPage — the page the user is currently viewing.',
   },
-  getPage: {
-    tier: 'core',
-    catalogLine: 'getPage — fetch a page as Markdown by its id.',
-  },
-  listPages: {
-    tier: 'core',
-    catalogLine: "listPages — list recent pages, or a space's full page tree.",
-  },
-  listComments: {
-    tier: 'core',
-    catalogLine: 'listComments — list all comments on a page (including resolved).',
-  },
+  // NOTE: getPage and listPages moved to @docmost/mcp's SHARED_TOOL_SPECS
+  // (#294); they carry their own tier ('core') + catalogLine there.
+  // NOTE: createComment, listComments and resolveComment moved to
+  // @docmost/mcp's SHARED_TOOL_SPECS (#294); they carry their own tier +
+  // catalogLine there. getComment stays inline (MCP-only shape divergence is
+  // n/a — it simply has no shared spec).
   getComment: {
     tier: 'core',
     catalogLine: 'getComment — fetch a single comment by id.',
   },
-  createComment: {
-    tier: 'core',
-    catalogLine:
-      'createComment — add an inline comment (optionally with a suggested edit).',
-  },
-  resolveComment: {
-    tier: 'core',
-    catalogLine: 'resolveComment — resolve or reopen a comment thread.',
-  },
 
   // --- deferred inline ---
-  createPage: {
-    tier: 'deferred',
-    catalogLine: 'createPage — create a new page with a Markdown body in a space.',
-  },
+  // NOTE: createPage, renamePage, movePage, deletePage, updatePageJson and
+  // exportPageMarkdown moved to @docmost/mcp's SHARED_TOOL_SPECS (#294); they
+  // carry their own deferred tier + catalogLine there.
   updatePageContent: {
     tier: 'deferred',
     catalogLine:
       "updatePageContent — replace a page's body (and optionally title) with new Markdown.",
   },
-  renamePage: {
-    tier: 'deferred',
-    catalogLine: "renamePage — change a page's title only (body untouched).",
-  },
-  movePage: {
-    tier: 'deferred',
-    catalogLine: 'movePage — move a page under a new parent or to the space root.',
-  },
-  deletePage: {
-    tier: 'deferred',
-    catalogLine: 'deletePage — move a page to trash (soft delete, reversible).',
-  },
   listSidebarPages: {
     tier: 'deferred',
     catalogLine:
@@ -157,42 +129,21 @@ export const INLINE_TOOL_TIERS: Record<
     tier: 'deferred',
     catalogLine: 'getTable — read a table as a matrix of cell texts and cell ids.',
   },
-  checkNewComments: {
-    tier: 'deferred',
-    catalogLine:
-      'checkNewComments — find comments in a space created after a timestamp.',
-  },
+  // NOTE: tableInsertRow, tableDeleteRow and tableUpdateCell moved to
+  // @docmost/mcp's SHARED_TOOL_SPECS (#294); they carry their own deferred tier +
+  // catalogLine there. getTable stays inline (its MCP name table_get breaks the
+  // snake_case(inAppKey) convention, so it has no shared spec).
+  // NOTE: checkNewComments moved to @docmost/mcp's SHARED_TOOL_SPECS (#294);
+  // it carries its own deferred tier + catalogLine there.
   getPageHistory: {
     tier: 'deferred',
     catalogLine:
       'getPageHistory — fetch one page-history version with its ProseMirror content.',
   },
-  exportPageMarkdown: {
-    tier: 'deferred',
-    catalogLine:
-      'exportPageMarkdown — export a page to self-contained Markdown (body + comments).',
-  },
-  updatePageJson: {
-    tier: 'deferred',
-    catalogLine:
-      "updatePageJson — overwrite a page's body with a full ProseMirror document.",
-  },
-  tableInsertRow: {
-    tier: 'deferred',
-    catalogLine: 'tableInsertRow — insert a row of plain-text cells into a table.',
-  },
-  tableDeleteRow: {
-    tier: 'deferred',
-    catalogLine: 'tableDeleteRow — delete a table row at a 0-based index.',
-  },
-  tableUpdateCell: {
-    tier: 'deferred',
-    catalogLine: 'tableUpdateCell — set the text of a table cell at [row, col].',
-  },
-  sharePage: {
-    tier: 'deferred',
-    catalogLine: 'sharePage — make a page publicly accessible and return its URL.',
-  },
+  // NOTE: sharePage moved to @docmost/mcp's SHARED_TOOL_SPECS (#294); it carries
+  // its own deferred tier + catalogLine there. transformPage stays inline (its
+  // schema deliberately diverges — it omits the deleteComments field the MCP
+  // docmost_transform exposes, a comment-deletion guardrail).
   transformPage: {
     tier: 'deferred',
     catalogLine: "transformPage — run a sandboxed JS transform over a page's document.",

apps/server/src/core/auth/auth.controller.ts

@@ -16,6 +16,7 @@ import {
   AUTH_THROTTLER,
   PAGE_TEMPLATE_THROTTLER,
   PUBLIC_SHARE_AI_THROTTLER,
+  VITALS_THROTTLER,
 } from '../../integrations/throttle/throttler-names';
 import { LoginDto } from './dto/login.dto';
 import { AuthService } from './services/auth.service';
@@ -184,16 +185,21 @@ export class AuthController {
   }
 
   // The global ThrottlerGuard applies ALL named throttlers to every route by
-  // default, so each non-AUTH bucket (AI chat, page template, public-share AI)
-  // is explicitly skipped here. collab-token is auth-guarded (JwtAuthGuard),
-  // per-user and client-cached, so those feature buckets are irrelevant to it;
-  // skipping them avoids spurious 429s when a user opens many pages in a short
-  // window. The AUTH bucket is skipped too for the same per-user, cached reason.
+  // default, so each non-AUTH bucket (AI chat, page template, public-share AI,
+  // client vitals) is explicitly skipped here. collab-token is auth-guarded
+  // (JwtAuthGuard), per-user and client-cached, so those feature buckets are
+  // irrelevant to it; skipping them avoids spurious 429s when a user opens many
+  // pages in a short window. The VITALS bucket must be skipped too: it is a
+  // process-wide named throttler, so without this skip its per-IP limit would
+  // silently cap collab-token (the one route that opts out of every other
+  // bucket) and break editing behind shared/NAT IPs. The AUTH bucket is skipped
+  // for the same per-user, cached reason.
   @SkipThrottle({
     [AUTH_THROTTLER]: true,
     [AI_CHAT_THROTTLER]: true,
     [PAGE_TEMPLATE_THROTTLER]: true,
     [PUBLIC_SHARE_AI_THROTTLER]: true,
+    [VITALS_THROTTLER]: true,
   })
   @UseGuards(JwtAuthGuard)
   @HttpCode(HttpStatus.OK)

apps/server/src/core/page/services/page.service.ts

@@ -52,7 +52,9 @@ import {
   INTERNAL_LINK_REGEX,
   extractPageSlugId,
 } from '../../../integrations/export/utils';
-import { markdownToHtml, canonicalizeFootnotes } from '@docmost/editor-ext';
+import { canonicalizeFootnotes } from '@docmost/editor-ext';
+import { markdownToProseMirror } from '@docmost/prosemirror-markdown';
+import { normalizeForeignMarkdown } from '../../../integrations/import/utils/foreign-markdown';
 import { WatcherService } from '../../watcher/watcher.service';
 import { sql } from 'kysely';
 import { TransclusionService } from '../transclusion/transclusion.service';
@@ -1301,8 +1303,14 @@ export class PageService {
 
     switch (format) {
       case 'markdown': {
-        const html = await markdownToHtml(content as string);
-        prosemirrorJson = htmlToJson(html as string);
+        // Canonical markdown -> ProseMirror JSON directly via
+        // `@docmost/prosemirror-markdown` (issue #345) — no HTML intermediate,
+        // no editor-ext markdown layer. Foreign markdown surfaces the strict
+        // parser rejects (GFM `[^id]` reference footnotes) are normalized to the
+        // canonical inline form first.
+        prosemirrorJson = await markdownToProseMirror(
+          normalizeForeignMarkdown(content as string),
+        );
         break;
       }
       case 'html': {

apps/server/src/core/telemetry/client-metrics.constants.ts

@@ -0,0 +1,105 @@
+/**
+ * Server-side whitelist + limits for POST /api/telemetry/vitals (#355).
+ *
+ * The endpoint is PUBLIC (browsers post it, no auth) so it is a privacy and
+ * abuse surface: everything not on these lists is silently DROPPED and the
+ * request still returns 200 (never 400 — a 400 would make browsers retry).
+ */
+
+// The only metric names accepted. Anything else is dropped.
+export const ALLOWED_METRIC_NAMES = new Set<string>([
+  'INP',
+  'LCP',
+  'CLS',
+  'TTFB',
+  'editor_tx_ms',
+  'page_open_ms',
+  'longtask_ms',
+]);
+
+// The only rating values accepted (web-vitals). Anything else -> null.
+export const ALLOWED_RATINGS = new Set<string>([
+  'good',
+  'needs-improvement',
+  'poor',
+]);
+
+// Max events accepted per batch; the rest are ignored.
+export const MAX_EVENTS_PER_BATCH = 50;
+
+// Defence-in-depth body cap (~16KB). Fastify's global bodyLimit is far larger,
+// so we re-check the parsed payload size here and drop oversized batches.
+export const MAX_BODY_BYTES = 16 * 1024;
+
+// attr is truncated to this many characters (attribution target only, no PII).
+export const MAX_ATTR_LENGTH = 120;
+
+// route label sanity cap (client sends a template like /s/:space/p/:slug).
+export const MAX_ROUTE_LENGTH = 200;
+
+// `client_metrics.doc_size` is a Postgres `int` (int4). A garbage/huge docSize
+// on a single event would overflow int4 and make Postgres reject the WHOLE
+// batch INSERT, losing every event in it. Values outside this range are DROPPED
+// to null (the event is still kept) so one bad field never loses the batch.
+export const DOC_SIZE_MAX = 2147483647; // 2^31 - 1 (int4 max)
+
+export interface ClientMetricRow {
+  name: string;
+  value: number;
+  rating: string | null;
+  route: string | null;
+  attr: string | null;
+  docSize: number | null;
+  workspaceId: string | null;
+}
+
+/**
+ * Validate + normalise a single incoming event into a DB row, or return null to
+ * DROP it. Pure so it is directly unit-testable. Enforces the name whitelist,
+ * numeric value, rating whitelist, attr truncation and doc_size (int) coercion.
+ */
+export function sanitizeVitalEvent(
+  raw: unknown,
+  workspaceId: string | null,
+): ClientMetricRow | null {
+  if (!raw || typeof raw !== 'object') return null;
+  const e = raw as Record<string, unknown>;
+
+  const name = e.name;
+  if (typeof name !== 'string' || !ALLOWED_METRIC_NAMES.has(name)) return null;
+
+  const value =
+    typeof e.value === 'number' && Number.isFinite(e.value) ? e.value : null;
+  if (value === null) return null;
+
+  const rating =
+    typeof e.rating === 'string' && ALLOWED_RATINGS.has(e.rating)
+      ? e.rating
+      : null;
+
+  let route: string | null = null;
+  if (typeof e.route === 'string' && e.route.length > 0) {
+    route = e.route.slice(0, MAX_ROUTE_LENGTH);
+  }
+
+  let attr: string | null = null;
+  if (typeof e.attr === 'string' && e.attr.length > 0) {
+    attr = e.attr.slice(0, MAX_ATTR_LENGTH);
+  }
+
+  let docSize: number | null = null;
+  if (typeof e.docSize === 'number' && Number.isFinite(e.docSize)) {
+    docSize = Math.trunc(e.docSize);
+  } else if (typeof e.doc_size === 'number' && Number.isFinite(e.doc_size)) {
+    // Accept snake_case too, in case a client sends the raw column name.
+    docSize = Math.trunc(e.doc_size as number);
+  }
+  // Guard the int4 column: an out-of-range docSize would overflow int4 and make
+  // Postgres reject the whole batch INSERT. Drop the field (keep the event)
+  // rather than lose every other event in the batch.
+  if (docSize !== null && (docSize < 0 || docSize > DOC_SIZE_MAX)) {
+    docSize = null;
+  }
+
+  return { name, value, rating, route, attr, docSize, workspaceId };
+}

apps/server/src/core/telemetry/client-telemetry.module.spec.ts

@@ -0,0 +1,47 @@
+import { ClientTelemetryModule } from './client-telemetry.module';
+import { VitalsController } from './vitals.controller';
+import { VitalsService } from './vitals.service';
+
+// The register() gate is the CORE of the maintainer's E1=B decision: the public,
+// unauthenticated /api/telemetry/vitals endpoint must be OFF by default, so a
+// self-host deploy has no anonymous disk-fill surface into `client_metrics`. A
+// regression that inverts the flag (or a truthiness bug where "" / "false"
+// registers the route) would silently reopen that surface — pin it here.
+describe('ClientTelemetryModule.register (E1=B gate)', () => {
+  const original = process.env.CLIENT_TELEMETRY_ENABLED;
+  afterEach(() => {
+    if (original === undefined) delete process.env.CLIENT_TELEMETRY_ENABLED;
+    else process.env.CLIENT_TELEMETRY_ENABLED = original;
+  });
+
+  it('OFF by default (flag unset) — no controller, no provider (endpoint absent)', () => {
+    delete process.env.CLIENT_TELEMETRY_ENABLED;
+    const mod = ClientTelemetryModule.register();
+    expect(mod.controllers).toEqual([]);
+    expect(mod.providers).toEqual([]);
+  });
+
+  it.each(['false', 'False', '0', '', 'yes', '1'])(
+    'stays OFF for non-"true" value %p (no route)',
+    (val) => {
+      process.env.CLIENT_TELEMETRY_ENABLED = val;
+      const mod = ClientTelemetryModule.register();
+      expect(mod.controllers).toEqual([]);
+      expect(mod.providers).toEqual([]);
+    },
+  );
+
+  it('ON only for "true" — registers VitalsController + VitalsService', () => {
+    process.env.CLIENT_TELEMETRY_ENABLED = 'true';
+    const mod = ClientTelemetryModule.register();
+    expect(mod.controllers).toContain(VitalsController);
+    expect(mod.providers).toContain(VitalsService);
+  });
+
+  it('ON is case-insensitive ("TRUE")', () => {
+    process.env.CLIENT_TELEMETRY_ENABLED = 'TRUE';
+    const mod = ClientTelemetryModule.register();
+    expect(mod.controllers).toContain(VitalsController);
+    expect(mod.providers).toContain(VitalsService);
+  });
+});

apps/server/src/core/telemetry/client-telemetry.module.ts

@@ -0,0 +1,32 @@
+import { DynamicModule, Module } from '@nestjs/common';
+import { VitalsController } from './vitals.controller';
+import { VitalsService } from './vitals.service';
+
+/**
+ * Client perf-telemetry (#355): the public /api/telemetry/vitals sink that
+ * persists web-vitals + custom client metrics into `client_metrics`.
+ * Named ClientTelemetryModule to avoid confusion with the unrelated
+ * integrations/telemetry (product usage ping) module.
+ *
+ * GATED OFF BY DEFAULT (maintainer decision E1=B). The public, unauthenticated
+ * endpoint is only registered when CLIENT_TELEMETRY_ENABLED=true — otherwise the
+ * route does NOT exist at all (no anonymous disk-fill surface, and no unbounded
+ * `client_metrics` growth on a self-host deploy without an external pruner). The
+ * client is told the same flag via window.CONFIG and skips sending when off.
+ */
+@Module({})
+export class ClientTelemetryModule {
+  static register(): DynamicModule {
+    // Read process.env directly (not EnvironmentService) so the toggle is
+    // resolved at module-registration time, identical to how the metrics
+    // subsystem reads METRICS_PORT. Absent/anything-but-"true" => OFF.
+    const enabled =
+      (process.env.CLIENT_TELEMETRY_ENABLED ?? '').toLowerCase() === 'true';
+
+    return {
+      module: ClientTelemetryModule,
+      controllers: enabled ? [VitalsController] : [],
+      providers: enabled ? [VitalsService] : [],
+    };
+  }
+}

apps/server/src/core/telemetry/vitals.controller.ts

@@ -0,0 +1,64 @@
+import {
+  Body,
+  Controller,
+  HttpCode,
+  Post,
+  Req,
+  UseGuards,
+} from '@nestjs/common';
+import { SkipThrottle, Throttle, ThrottlerGuard } from '@nestjs/throttler';
+import { FastifyRequest } from 'fastify';
+import { Public } from '../../common/decorators/public.decorator';
+import {
+  AI_CHAT_THROTTLER,
+  AUTH_THROTTLER,
+  PAGE_TEMPLATE_THROTTLER,
+  PUBLIC_SHARE_AI_THROTTLER,
+  VITALS_THROTTLER,
+} from '../../integrations/throttle/throttler-names';
+import { VitalsService } from './vitals.service';
+
+/**
+ * POST /api/telemetry/vitals (#355) — public client perf-metrics sink.
+ *
+ * PUBLIC (browsers post via sendBeacon, no session) but IP-throttled. Always
+ * returns 200 with no body of interest: invalid/foreign/oversized payloads are
+ * silently dropped by the service rather than 400'd, so browsers never retry.
+ */
+@Controller('telemetry')
+export class VitalsController {
+  constructor(private readonly vitalsService: VitalsService) {}
+
+  @Public()
+  @UseGuards(ThrottlerGuard)
+  // The global ThrottlerGuard applies ALL named throttlers to every route, so
+  // every OTHER bucket must be skipped here — otherwise the strictest of them
+  // (public-share AI at 5/min) would override the intended vitals limit and cap
+  // this route at 5/min instead of 120/min. Skip them all so ONLY the VITALS
+  // bucket below applies.
+  @SkipThrottle({
+    [AUTH_THROTTLER]: true,
+    [AI_CHAT_THROTTLER]: true,
+    [PAGE_TEMPLATE_THROTTLER]: true,
+    [PUBLIC_SHARE_AI_THROTTLER]: true,
+  })
+  @Throttle({ [VITALS_THROTTLER]: { limit: 120, ttl: 60_000 } })
+  @Post('vitals')
+  @HttpCode(200)
+  async vitals(
+    @Body() body: unknown,
+    @Req() req: FastifyRequest,
+  ): Promise<{ ok: true }> {
+    // workspaceId is resolved by the workspace-host middleware onto req.raw when
+    // the browser posts from a workspace host; null otherwise. No other PII.
+    const workspaceId =
+      ((req.raw as unknown as { workspaceId?: string })?.workspaceId ?? null) ||
+      null;
+    try {
+      await this.vitalsService.ingest(body, workspaceId);
+    } catch {
+      // Never surface storage errors to the browser; telemetry is best-effort.
+    }
+    return { ok: true };
+  }
+}

apps/server/src/core/telemetry/vitals.service.spec.ts

@@ -0,0 +1,149 @@
+import { VitalsService } from './vitals.service';
+import { MAX_ATTR_LENGTH } from './client-metrics.constants';
+
+// buildRows is pure (no DB access), so a null db is fine here.
+const svc = new VitalsService(null as any);
+
+describe('VitalsService.buildRows', () => {
+  const WS = 'ws-uuid';
+
+  it('accepts a valid batch and maps whitelisted fields to rows', () => {
+    const body = {
+      events: [
+        { name: 'INP', value: 123.4, rating: 'good', route: '/s/:space/p/:slug' },
+        { name: 'editor_tx_ms', value: 12, route: '/s/:space/p/:slug', docSize: 4096 },
+      ],
+    };
+    const rows = svc.buildRows(body, WS);
+    expect(rows).toHaveLength(2);
+    expect(rows[0]).toEqual({
+      name: 'INP',
+      value: 123.4,
+      rating: 'good',
+      route: '/s/:space/p/:slug',
+      attr: null,
+      docSize: null,
+      workspaceId: WS,
+    });
+    expect(rows[1].name).toBe('editor_tx_ms');
+    expect(rows[1].docSize).toBe(4096);
+    expect(rows[1].workspaceId).toBe(WS);
+  });
+
+  it('accepts a bare array body', () => {
+    const rows = svc.buildRows([{ name: 'LCP', value: 1 }], WS);
+    expect(rows).toHaveLength(1);
+    expect(rows[0].name).toBe('LCP');
+  });
+
+  it('drops events with foreign metric names', () => {
+    const rows = svc.buildRows(
+      { events: [{ name: 'evil_metric', value: 1 }, { name: 'LCP', value: 2 }] },
+      WS,
+    );
+    expect(rows).toHaveLength(1);
+    expect(rows[0].name).toBe('LCP');
+  });
+
+  it('drops events with a non-numeric or missing value', () => {
+    const rows = svc.buildRows(
+      {
+        events: [
+          { name: 'CLS', value: 'nan' },
+          { name: 'CLS' },
+          { name: 'CLS', value: 0.1 },
+        ],
+      },
+      WS,
+    );
+    expect(rows).toHaveLength(1);
+    expect(rows[0].value).toBe(0.1);
+  });
+
+  it('strips foreign fields and only keeps whitelisted columns', () => {
+    const rows = svc.buildRows(
+      { events: [{ name: 'TTFB', value: 5, secret: 'drop-me', title: 'my page' }] },
+      WS,
+    );
+    expect(rows).toHaveLength(1);
+    expect(Object.keys(rows[0]).sort()).toEqual(
+      ['attr', 'docSize', 'name', 'rating', 'route', 'value', 'workspaceId'].sort(),
+    );
+    expect((rows[0] as any).secret).toBeUndefined();
+    expect((rows[0] as any).title).toBeUndefined();
+  });
+
+  it('rejects a rating outside the allowed set (-> null)', () => {
+    const rows = svc.buildRows(
+      { events: [{ name: 'INP', value: 1, rating: 'terrible' }] },
+      WS,
+    );
+    expect(rows[0].rating).toBeNull();
+  });
+
+  it('truncates attr to 120 chars', () => {
+    const longAttr = 'a'.repeat(500);
+    const rows = svc.buildRows(
+      { events: [{ name: 'INP', value: 1, attr: longAttr }] },
+      WS,
+    );
+    expect(rows[0].attr).toHaveLength(MAX_ATTR_LENGTH);
+  });
+
+  it('caps the batch at 50 events', () => {
+    const events = Array.from({ length: 200 }, () => ({ name: 'CLS', value: 1 }));
+    const rows = svc.buildRows({ events }, WS);
+    expect(rows).toHaveLength(50);
+  });
+
+  it('drops an oversized (>16KB) payload wholesale', () => {
+    const events = Array.from({ length: 50 }, () => ({
+      name: 'INP',
+      value: 1,
+      attr: 'x'.repeat(400),
+      route: '/s/:space/p/:slug',
+    }));
+    // Serialised body far exceeds 16KB.
+    const rows = svc.buildRows({ events }, WS);
+    expect(rows).toHaveLength(0);
+  });
+
+  it('returns [] for malformed bodies', () => {
+    expect(svc.buildRows(null, WS)).toEqual([]);
+    expect(svc.buildRows('nope', WS)).toEqual([]);
+    expect(svc.buildRows({ notEvents: 1 }, WS)).toEqual([]);
+    expect(svc.buildRows(42, WS)).toEqual([]);
+  });
+
+  it('carries a null workspaceId through', () => {
+    const rows = svc.buildRows({ events: [{ name: 'LCP', value: 1 }] }, null);
+    expect(rows[0].workspaceId).toBeNull();
+  });
+
+  it('drops an out-of-int4-range docSize to null without losing the batch', () => {
+    const rows = svc.buildRows(
+      {
+        events: [
+          // Garbage docSize overflowing int4 must NOT reject the whole batch:
+          // the field is dropped to null and the event is kept.
+          { name: 'editor_tx_ms', value: 10, docSize: 9_999_999_999 },
+          { name: 'editor_tx_ms', value: 20, docSize: -5 },
+          { name: 'editor_tx_ms', value: 30, docSize: 4096 },
+        ],
+      },
+      WS,
+    );
+    expect(rows).toHaveLength(3);
+    expect(rows[0].docSize).toBeNull();
+    expect(rows[1].docSize).toBeNull();
+    expect(rows[2].docSize).toBe(4096);
+  });
+
+  it('keeps a docSize exactly at the int4 max', () => {
+    const rows = svc.buildRows(
+      { events: [{ name: 'editor_tx_ms', value: 1, docSize: 2147483647 }] },
+      WS,
+    );
+    expect(rows[0].docSize).toBe(2147483647);
+  });
+});

apps/server/src/core/telemetry/vitals.service.ts

@@ -0,0 +1,70 @@
+import { Injectable } from '@nestjs/common';
+import { InjectKysely } from 'nestjs-kysely';
+import { KyselyDB } from '@docmost/db/types/kysely.types';
+import {
+  ClientMetricRow,
+  MAX_BODY_BYTES,
+  MAX_EVENTS_PER_BATCH,
+  sanitizeVitalEvent,
+} from './client-metrics.constants';
+
+@Injectable()
+export class VitalsService {
+  constructor(@InjectKysely() private readonly db: KyselyDB) {}
+
+  /**
+   * Turn a raw request body into the (bounded, whitelisted) rows to persist.
+   * Pure/synchronous so it is unit-testable without a DB. Returns [] for any
+   * malformed / oversized / foreign input — the caller still responds 200.
+   */
+  buildRows(body: unknown, workspaceId: string | null): ClientMetricRow[] {
+    if (!body || typeof body !== 'object') return [];
+
+    // Defence-in-depth body cap (~16KB): drop oversized batches wholesale.
+    try {
+      if (JSON.stringify(body).length > MAX_BODY_BYTES) return [];
+    } catch {
+      return [];
+    }
+
+    // Accept either a bare array or `{ events: [...] }`.
+    const events = Array.isArray(body)
+      ? body
+      : Array.isArray((body as { events?: unknown }).events)
+        ? ((body as { events: unknown[] }).events as unknown[])
+        : null;
+    if (!events) return [];
+
+    const rows: ClientMetricRow[] = [];
+    for (const event of events) {
+      if (rows.length >= MAX_EVENTS_PER_BATCH) break;
+      const row = sanitizeVitalEvent(event, workspaceId);
+      if (row) rows.push(row);
+    }
+    return rows;
+  }
+
+  /** Batch-insert the sanitised rows in a single statement. No-op on []. */
+  async insertRows(rows: ClientMetricRow[]): Promise<void> {
+    if (rows.length === 0) return;
+    await this.db
+      .insertInto('clientMetrics')
+      .values(
+        rows.map((r) => ({
+          name: r.name,
+          value: r.value,
+          rating: r.rating,
+          route: r.route,
+          attr: r.attr,
+          docSize: r.docSize,
+          workspaceId: r.workspaceId,
+        })),
+      )
+      .execute();
+  }
+
+  async ingest(body: unknown, workspaceId: string | null): Promise<void> {
+    const rows = this.buildRows(body, workspaceId);
+    await this.insertRows(rows);
+  }
+}

apps/server/src/core/workspace/dto/update-workspace.dto.ts

@@ -55,6 +55,14 @@ export class UpdateWorkspaceDto extends PartialType(CreateWorkspaceDto) {
   @IsBoolean()
   aiDictationStreaming: boolean;
 
+  // #184: detached/autonomous agent runs (settings.ai.autonomousRuns). When on, a
+  // chat turn becomes a server-side RUN that survives a browser disconnect; only
+  // an explicit /ai-chat/stop ends it. Off by default; single-instance-only in
+  // phase 1 (see AiChatRunService.warnIfMultiInstance / AGENTS.md).
+  @IsOptional()
+  @IsBoolean()
+  autonomousRuns: boolean;
+
   // Workspace master toggle that enables/disables the HTML embed block type.
   // Persisted at settings.htmlEmbed. ABSENT/false => OFF (default). The block
   // itself renders in a sandboxed iframe, so this is a feature switch, not a