fix(ai-chat): explicit give-up ERROR + accurate retry-window comment (#184 round-4)

F12 [suggestion]: finalizeRun's "all retries exhausted" path only logged
per-attempt warns ("attempt 3/3") then silently restored the in-memory
entry, giving no clear signal that the run row was left non-terminal
('running') pending recovery. Emit ONE greppable ERROR with context
(runId, chatId, final error) on give-up, matching the import-attachment
retry-loop pattern, so an operator can tell a survived blip from a give-up.

F13 [suggestion]: the "ORDER MATTERS (F6)" doc overclaimed that a later
settle "can retry" the terminal write as an in-process retrier. Correct it:
in-process retry is only POSSIBLE (not guaranteed) and only once the entry
is restored AND a fresh settler arrives afterwards; a concurrent settler in
the retry window is consumed at the synchronous 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.

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

.env.example

@@ -132,6 +132,14 @@ MCP_DOCMOST_PASSWORD=
 # NEVER set is_agent on a human or shared account — every action by that account
 # (including normal human edits) would then be mis-attributed as AI.
 
+# Agent-roles catalog source: an http(s):// base URL to the catalog's raw files
+# (the server appends /index.json and /bundles/<id>/<lang>.json). This value is
+# baked into the Docker image at build time per branch (see the Dockerfile ARG
+# AI_AGENT_ROLES_CATALOG_URL and the CI build-args). Set it here only to point a
+# local/non-Docker run at a catalog; if unset, the "import role from catalog"
+# admin feature is unavailable. Local-filesystem sources are no longer supported.
+# AI_AGENT_ROLES_CATALOG_URL=
+
 # Per-embedding-call timeout in milliseconds for the RAG indexer.
 # A slow/hung embeddings endpoint fails after this and the batch continues.
 # AI_EMBEDDING_TIMEOUT_MS=120000
@@ -162,6 +170,20 @@ MCP_DOCMOST_PASSWORD=
 # Default 900000 (15 min).
 # AI_MCP_CALL_TIMEOUT_MS=900000
 
+# --- 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

.github/workflows/develop.yml

@@ -52,6 +52,7 @@ jobs:
           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: true
           tags: ${{ env.IMAGE }}:develop
           cache-from: type=gha,scope=develop-amd64

.github/workflows/release.yml

@@ -17,6 +17,7 @@ permissions:
 env:
   VERSION: ${{ inputs.version || github.ref_name }}
   IMAGE: ghcr.io/vvzvlad/gitmost
+  AI_AGENT_ROLES_CATALOG_URL: https://raw.githubusercontent.com/vvzvlad/gitmost/main/agent-roles-catalog
 
 jobs:
   # Run the reusable test suite first so a failing test blocks the image build.
@@ -57,6 +58,7 @@ jobs:
           platforms: ${{ matrix.platform }}
           build-args: |
             APP_VERSION=${{ env.VERSION }}
+            AI_AGENT_ROLES_CATALOG_URL=${{ env.AI_AGENT_ROLES_CATALOG_URL }}
           outputs: type=image,name=${{ env.IMAGE }},push-by-digest=true,name-canonical=true,push=true
           cache-from: type=gha,scope=${{ matrix.suffix }}
           cache-to: type=gha,scope=${{ matrix.suffix }},mode=max,ignore-error=true
@@ -85,6 +87,7 @@ jobs:
           platforms: ${{ matrix.platform }}
           build-args: |
             APP_VERSION=${{ env.VERSION }}
+            AI_AGENT_ROLES_CATALOG_URL=${{ env.AI_AGENT_ROLES_CATALOG_URL }}
           push: false
           tags: |
             ${{ env.IMAGE }}:latest

AGENTS.md

@@ -254,11 +254,12 @@ The API server is a Fastify app with a global `/api` prefix (`main.ts` excludes
 - **Redis** backs caching, the BullMQ queues, the WebSocket Socket.IO adapter, and collaboration sync.
 
 ### The two AI subsystems (the main fork additions)
-1. **Embedded MCP server** (`integrations/mcp/` + `packages/mcp`). The standalone `@docmost/mcp` server (38 agent-native tools: per-block patch/insert/delete by id, scripted `(doc)=>doc` transforms with dry-run diff, table editing, version diff/restore, comments, images, shares) is bundled and served over HTTP at `/mcp`. It writes through Docmost's real-time-collaboration layer so concurrent human edits aren't clobbered. Each request authenticates **per-user** via the `Authorization` header — either HTTP Basic (`base64(email:password)`, the user's own Docmost login, validated through `AuthService`) or a Bearer access JWT (the user's `authToken`) — and the session acts under that user's permissions. `MCP_DOCMOST_EMAIL` / `MCP_DOCMOST_PASSWORD` are an **optional service-account fallback**, used only when a request carries neither Basic nor Bearer credentials (back-compat for CI/scripts). An admin enables MCP with a workspace toggle (Workspace settings → AI). Optionally protected by a shared `MCP_TOKEN`: when set, every `/mcp` request must carry a matching `X-MCP-Token` header (its own header, separate from `Authorization`, which now carries the per-user Basic/Bearer credentials). Note: this changed from the older `Authorization: Bearer <MCP_TOKEN>` scheme — see `.env.example` and the CHANGELOG Breaking Changes entry.
+1. **Embedded MCP server** (`integrations/mcp/` + `packages/mcp`). The standalone `@docmost/mcp` server (39 agent-native tools: per-block patch/insert/delete by id, scripted `(doc)=>doc` transforms with dry-run diff, table editing, version diff/restore, comments, images, shares) is bundled and served over HTTP at `/mcp`. It writes through Docmost's real-time-collaboration layer so concurrent human edits aren't clobbered. Each request authenticates **per-user** via the `Authorization` header — either HTTP Basic (`base64(email:password)`, the user's own Docmost login, validated through `AuthService`) or a Bearer access JWT (the user's `authToken`) — and the session acts under that user's permissions. `MCP_DOCMOST_EMAIL` / `MCP_DOCMOST_PASSWORD` are an **optional service-account fallback**, used only when a request carries neither Basic nor Bearer credentials (back-compat for CI/scripts). An admin enables MCP with a workspace toggle (Workspace settings → AI). Optionally protected by a shared `MCP_TOKEN`: when set, every `/mcp` request must carry a matching `X-MCP-Token` header (its own header, separate from `Authorization`, which now carries the per-user Basic/Bearer credentials). Note: this changed from the older `Authorization: Bearer <MCP_TOKEN>` scheme — see `.env.example` and the CHANGELOG Breaking Changes entry.
 2. **AI agent chat** (`core/ai-chat/` server + `apps/client/src/features/ai-chat/` client). A built-in agent over the wiki using the Vercel **AI SDK** (`ai`, `@ai-sdk/*`) against any OpenAI-compatible provider configured per workspace (`integrations/ai/` — credentials encrypted at rest via `integrations/crypto`, stored in `ai_provider_credentials`). Key pieces:
    - `core/ai-chat/tools/` — the agent's ~40 read+write tools. Every tool runs under the **calling user's** CASL permissions via a per-user loopback access token (`docmost-client.loader.ts`), so the agent can never exceed what the user could do. Only **reversible** operations are exposed (page history + trash; no permanent delete). Agent edits get an "AI agent" provenance badge in page history (`20260616T130000-agent-provenance` migration).
    - `core/ai-chat/embedding/` — RAG indexer + a BullMQ consumer on `AI_QUEUE` that embeds pages into `page_embeddings` (vector search), complementing Postgres full-text search. Pages are (re)indexed on edit; `AI_EMBEDDING_TIMEOUT_MS` bounds a hung embeddings endpoint.
    - `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:

CHANGELOG.md

@@ -12,6 +12,15 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 
 ### Added
 
+- **Quick-create regular and temporary notes from the Home and Space screens.**
+  The Home screen now shows a second action next to "New note" that creates a
+  *temporary* note (one that auto-moves to Trash after the workspace lifetime),
+  resolving the target space the same way the regular button does — created
+  directly when you can write to a single space, or via a space picker when
+  several. Each space overview screen gains two buttons — "New note" and "New
+  temporary note" — that create the page directly in that space and open it,
+  mirroring the existing space-sidebar actions and shown only to members who can
+  manage pages.
 - **Interrupt the AI agent and send a queued message now.** A queued AI-chat
   message gains a "send now" action that interrupts the streaming turn and
   immediately sends that message, keeping the agent's partial output. The
@@ -19,6 +28,109 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
   answer was cut off and builds on it instead of restarting; the rest of the
   queue still flushes normally afterward. (#198)
 
+- **Importable multilingual agent-roles catalog.** Admins can browse a curated
+  catalog of agent roles, grouped into bundles and offered in several languages,
+  and import the ones they want into the workspace (with skip-or-rename handling
+  for name collisions); the same role in a different language imports as a
+  separate install. An imported role remembers its catalog origin and offers a
+  one-click update when the catalog ships a newer revision. Backed by four new
+  admin endpoints — `POST /ai-chat/roles/catalog` (browse bundles),
+  `/catalog/bundle` (read one bundle's roles), `/import`, and
+  `/update-from-catalog` — and a new `source` column linking a role to its
+  catalog slug/language/version. The catalog source is configured via the
+  `AI_AGENT_ROLES_CATALOG_URL` env var — an `http(s)://` base URL to the
+  catalog's raw files; the image ships a per-branch default baked in CI, and it
+  can be overridden at runtime via the env var (see `.env.example`). (#222)
+- **Author footnotes inline from an agent, and deterministic server-side footnote
+  canonicalization on every non-editor write path.** A new MCP `insert_footnote`
+  tool places a footnote at a body anchor by content only — the agent supplies
+  WHERE (anchor text) and WHAT (markdown); the number and the bottom
+  `footnotesList` are derived server-side, so an agent can never assign a number,
+  edit the list, or desync, and a same-content note reuses one definition. Under
+  the hood, the editor's footnote-integrity invariant (one trailing list,
+  numbering by first reference, no orphans/duplicates, no raw `[^id]`) is now
+  enforced as a pure `canonicalizeFootnotes(doc)` on the FULL-document write paths
+  that bypass the editor's plugins: server markdown/HTML import, `PageService`
+  create and full-document (`replace`) updates, the client markdown paste, and the
+  MCP markdown page-import / `update_page` (markdown) / `update_page_json` /
+  `docmost_transform` / `insert_footnote` / `copy_page_content` paths. It is
+  idempotent (a no-op once canonical) and is deliberately NOT applied to
+  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)
+
+### Changed
+
+- **Enabling a public share no longer auto-shares the whole sub-tree.** Turning
+  a page "Shared to web" now defaults to the page alone; descendant pages become
+  public only when you explicitly turn on the dedicated "Include sub-pages"
+  toggle. Previously the create call defaulted to including sub-pages, silently
+  exposing every child of a freshly shared page. (#216)
+
+### Fixed
+
+- **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
+  link; the page name is now preserved. (#204)
+- **Deep pages no longer render a blank breadcrumb while the sidebar tree loads.**
+  The breadcrumb now falls back to the page's own ancestor chain (fetched
+  independently of the lazily-built sidebar tree) so a deep page resolves its
+  trail immediately; navigating away no longer leaves the previously-viewed
+  page's breadcrumb showing until the new one resolves. (#206, #218)
+- **Pasted GitHub-style callouts (`> [!NOTE]` …) now convert to real callouts.**
+  GitHub admonition blocks pasted as Markdown are recognized and rendered as
+  callout blocks instead of plain block-quotes. (#192)
+- **The editor stays read-only until collaboration has synced.** While a page is
+  connecting, the body is shown as a non-editable static view with a
+  "Connecting… (read-only)" banner, so edits typed before the document finishes
+  syncing can no longer be silently dropped. (#218)
+- **A shared page now keeps EXACTLY ONE custom address (`/l/:alias`).** Editing a
+  page's vanity slug previously inserted a second `share_aliases` row instead of
+  renaming the existing one, leaving the old `/l/<old>` link live forever and
+  making the share modal's lookup nondeterministic. Slug edits and confirmed
+  reassigns now rename/retarget the single row, and a new partial unique index on
+  `(workspace_id, page_id)` enforces the invariant in the database. **Upgrade
+  note:** the accompanying migration `20260627T120000` IRREVERSIBLY deletes the
+  orphaned duplicate alias rows the old bug created (keeping the newest per
+  page), so any previously-live duplicate `/l/<old>` link begins returning the
+  generic 404 after upgrade — intended, but not undoable by `down()`. (#226,
+  #227)
+- **Typing a custom address already used by another page no longer looks like a
+  dead end.** The share modal previously flagged such a name with a red "This
+  address is already in use" error, hiding the fact that saving offers to MOVE
+  the address to the current page. The field now shows an informational hint —
+  "This address is in use. Saving will move it to this page." — and keeps Save
+  enabled, so the existing reassign-confirm flow (`409 ALIAS_REASSIGN_REQUIRED` →
+  "Move custom address?") is discoverable instead of reading as terminal. (#227)
+
+### Security
+
+- **The anonymous public-share page payload is trimmed to an explicit allowlist.**
+  The `/shares/page-info` route (the only unauthenticated path serializing a
+  page + its share) now returns only the fields the public renderer needs;
+  internal metadata — creator/last-updater/contributor ids, space/workspace ids,
+  AI/source bookkeeping, lock/template flags, parent/position and raw timestamps
+  — is no longer exposed to anonymous viewers. (#218)
+- **A forged or mismatched share id can no longer render a page off its slug
+  alone.** When the public URL carries a share id/key, the page must be reachable
+  through that exact share (its own share or an ancestor `includeSubPages`
+  share); any other value now returns the generic "not found" instead of
+  serving the page. (#218)
+
 ## [0.94.0] - 2026-06-26
 
 This release makes AI chat durable and fast: assistant turns are persisted to
@@ -97,6 +209,13 @@ per-workspace rolling-day token budget.
   applies it through the existing `/pages/update` route — reflecting it in the
   title field and broadcasting to other clients. Gated by the `settings.ai.generative`
   flag and throttled per user. (#199)
+- **AI chat: header button auto-opens the chat bound to the current document.**
+  Clicking the AI-chat button in the header while viewing a page now reopens the
+  latest chat tied to that document instead of whatever chat was last active,
+  reusing the existing `ai_chats.page_id` provenance (no migration). The newest
+  chat you created on the page wins; with no bound chat — or off a page, or if
+  the lookup fails — it falls soft to a fresh chat and keeps the current
+  selection otherwise. (#191)
 
 ### Changed
 

Dockerfile

@@ -23,6 +23,11 @@ RUN apt-get update \
 
 WORKDIR /app
 
+# Agent-roles catalog base URL: per-branch default set at build time (CI);
+# overridable at runtime via the AI_AGENT_ROLES_CATALOG_URL env var.
+ARG AI_AGENT_ROLES_CATALOG_URL=""
+ENV AI_AGENT_ROLES_CATALOG_URL=$AI_AGENT_ROLES_CATALOG_URL
+
 # Copy apps
 COPY --from=builder /app/apps/server/dist /app/apps/server/dist
 COPY --from=builder /app/apps/client/dist /app/apps/client/dist

README.md

@@ -34,7 +34,7 @@ The goal of the fork is a **100% open, AGPL-only build with no Enterprise-Editio
 | --- | --- |
 | **EE code removed** | Stripped all client and server Enterprise-Edition code; ships as a clean community/AGPL build with no license checks. |
 | **Comment resolution** | Re-implemented from scratch as a community feature (resolve / re-open with Open/Resolved tabs). No EE code reused, available to anyone who can comment. |
-| **Embedded MCP server** | A community MCP server (`@docmost/mcp`, 38 tools) is served over HTTP at `/mcp` — no enterprise license required. Replaces the removed license-gated EE MCP. |
+| **Embedded MCP server** | A community MCP server (`@docmost/mcp`, 39 tools) is served over HTTP at `/mcp` — no enterprise license required. Replaces the removed license-gated EE MCP. |
 | **AI agent chat** | Built-in AI agent chat over your wiki, written from scratch as a community feature — no enterprise license. The agent reads and edits pages on your behalf (scoped to your permissions), with full-text + vector (RAG) search and optional web access via external MCP servers. |
 | **Rebranding** | App logo / name changed from *Docmost* to *Gitmost*. |
 | **Compact page tree** | Default page-tree indentation reduced from 16px to 8px per nesting level. |
@@ -44,7 +44,7 @@ The goal of the fork is a **100% open, AGPL-only build with no Enterprise-Editio
 ### Embedded MCP server
 
 Gitmost has **our own MCP server** — [docmost-mcp](https://github.com/vvzvlad/docmost-mcp),
-which we wrote — **built directly into the app** and served at `/mcp`. It exposes **38
+which we wrote — **built directly into the app** and served at `/mcp`. It exposes **39
 agent-native tools**: surgical per-block edits (patch / insert / delete by id),
 structure-preserving find/replace, scripted `(doc) => doc` transforms with a dry-run diff,
 structured table editing, version history with diff / restore, comments, images and share
@@ -60,7 +60,7 @@ every little fix. And it needs no enterprise license.
 | | **Gitmost `/mcp` (our docmost-mcp)** | Docmost's built-in MCP |
 | --- | :---: | :---: |
 | **Enterprise license** | Not required | Required |
-| **Tools** | 38, agent-native | Coarse (read Markdown, page CRUD, replace whole page) |
+| **Tools** | 39, agent-native | Coarse (read Markdown, page CRUD, replace whole page) |
 | **Per-block edits / find-replace / scripted transforms** | ✅ | — |
 | **Structured table editing, version diff / restore** | ✅ | — |
 | **Comments, images, share links** | ✅ | — |
@@ -104,6 +104,7 @@ community feature, with no enterprise license. Open it from the page header; the
 - ✅ **Page templates** — flag a page as a template and embed its whole content live into other pages; edits to the template propagate to every place it is inserted (whole-page transclusion on top of the existing synced blocks).
 - ✅ **Public-share AI assistant** — anonymous visitors of a shared page can ask the AI agent, scoped strictly to that share's page tree (read-only, share-scoped search), behind a workspace toggle.
 - ✅ **Footnotes** — academic-style footnotes: a numbered superscript reference inline (read it in place via a hover popover), with the note text living as a real, editable block at the bottom of the page; auto-numbered, collaboration-safe, and round-trips through Markdown export/import and the AI agent / MCP.
+- ✅ **Temporary notes** — mark a note as temporary and it auto-moves to Trash after a configurable per-workspace lifetime (default 24h) unless made permanent first; create one in a click from the Home screen, any space overview, or the space sidebar, with a "Make permanent" rescue banner on the open note.
 
 ### In progress
 

README.ru.md

@@ -33,7 +33,7 @@
 | --- | --- |
 | **Удалён EE-код** | Вырезан весь код Enterprise-редакции на клиенте и сервере; это чистая community/AGPL-сборка без лицензионных проверок. |
 | **Резолв комментариев** | Переписан с нуля как community-функция (резолв / переоткрытие с вкладками «Открытые» / «Решённые»). EE-код не используется, доступно любому, кто может комментировать. |
-| **Встроенный MCP-сервер** | Community MCP-сервер (`@docmost/mcp`, 38 инструментов) отдаётся по HTTP на `/mcp` — без enterprise-лицензии. Заменяет удалённый лицензируемый EE MCP. |
+| **Встроенный MCP-сервер** | Community MCP-сервер (`@docmost/mcp`, 39 инструментов) отдаётся по HTTP на `/mcp` — без enterprise-лицензии. Заменяет удалённый лицензируемый EE MCP. |
 | **Чат с AI-агентом** | Встроенный чат с AI-агентом по содержимому вики, написанный с нуля как community-функция — без enterprise-лицензии. Агент читает и редактирует страницы от вашего имени (в рамках ваших прав), с полнотекстовым + векторным (RAG) поиском и опциональным доступом в интернет через внешние MCP-серверы. |
 | **Ребрендинг** | Логотип / название приложения изменены с *Docmost* на *Gitmost*. |
 | **Компактное дерево страниц** | Отступ дерева страниц по умолчанию уменьшен с 16px до 8px на уровень вложенности. |
@@ -44,7 +44,7 @@
 
 В Gitmost есть **наш собственный MCP-сервер** — [docmost-mcp](https://github.com/vvzvlad/docmost-mcp),
 который мы написали сами, — **встроенный прямо в приложение** и доступный на `/mcp`. Он даёт
-**38 agent-native инструментов**: точечное редактирование по блокам (patch / insert / delete
+**39 agent-native инструментов**: точечное редактирование по блокам (patch / insert / delete
 по id), find/replace с сохранением структуры, скриптовые трансформации `(doc) => doc` с
 предпросмотром диффа, структурное редактирование таблиц, история версий с диффом /
 восстановлением, комментарии, изображения и ссылки на шаринг — всё применяется через слой
@@ -60,7 +60,7 @@ real-time-коллаборации Docmost, поэтому запись нико
 | | **`/mcp` в Gitmost (наш docmost-mcp)** | Родной MCP у Docmost |
 | --- | :---: | :---: |
 | **Enterprise-лицензия** | Не нужна | Нужна |
-| **Инструменты** | 38, agent-native | Примитивные (Markdown, CRUD страниц, замена целиком) |
+| **Инструменты** | 39, agent-native | Примитивные (Markdown, CRUD страниц, замена целиком) |
 | **Правки по блокам / find-replace / скриптовые трансформации** | ✅ | — |
 | **Структурное редактирование таблиц, дифф / восстановление версий** | ✅ | — |
 | **Комментарии, изображения, ссылки на шаринг** | ✅ | — |
@@ -105,6 +105,7 @@ real-time-коллаборации Docmost, поэтому запись нико
 - ✅ **Шаблоны страниц** — пометить страницу шаблоном и вставлять её содержимое живой ссылкой в другие страницы; правки шаблона распространяются на все места вставки (whole-page-транслюзия поверх существующих synced-блоков).
 - ✅ **AI-ассистент на публичных шарах** — анонимный зритель расшаренной страницы может спросить AI-агента, который ищет строго по дереву этой шары (read-only, share-scoped поиск), за тумблером воркспейса.
 - ✅ **Сноски** — сноски академического вида: нумерованная ссылка-надстрочник прямо в тексте (читается на месте во всплывающем окне по наведению), а текст сноски живёт реальным редактируемым блоком внизу страницы; авто-нумерация, безопасна для совместного редактирования, переживает экспорт/импорт Markdown и доступна AI-агенту / MCP.
+- ✅ **Временные заметки** — пометьте заметку временной, и она автоматически уедет в корзину по истечении настраиваемого срока жизни воркспейса (по умолчанию 24 ч), если её предварительно не сделать постоянной; создать такую можно в один клик с домашнего экрана, с обзора любого пространства или из сайдбара пространства, а на открытой заметке есть баннер «Сделать постоянной».
 
 ### В процессе
 

agent-roles-catalog/README.md

@@ -0,0 +1,193 @@
+# Agent roles catalog
+
+This directory is **data, not application code**. It holds the content of an
+"agent roles catalog": reusable agent role definitions (system prompts plus a
+little metadata), grouped into bundles and translated into one or more
+languages. A separate server reads these files and serves them; nothing here is
+executable application logic except the validation script.
+
+## File layout
+
+```
+agent-roles-catalog/
+  index.json                  # the catalog manifest: bundles, languages, role versions
+  bundles/
+    <bundle-id>/
+      <lang>.json             # one file per declared language (e.g. ru.json, en.json)
+  scripts/
+    check.mjs                 # validates the catalog (no dependencies)
+    content-hashes.json       # check artifact: per-role content-hash lock (NOT served)
+  package.json                # defines the `check` script
+  README.md
+```
+
+Currently shipped bundles:
+
+- `editorial` — the editorial suite (structural-editor, line-editor,
+  fact-checker, proofreader, narrator), languages `ru`, `en`.
+- `research` — a single `researcher` role, languages `ru`, `en`.
+
+## How it's served
+
+The server does not bundle this data; it reads it at request time from a single
+configured location, the `AI_AGENT_ROLES_CATALOG_URL` env var
+(`EnvironmentService.getAiAgentRolesCatalogSource()`), an `http(s)://` base URL
+to the catalog's raw files. The server fetches `<base>/index.json` for the
+manifest and `<base>/bundles/<bundle-id>/<lang>.json` for each opened bundle
+file (REMOTE only).
+
+That base URL is provided as a per-branch default in the Docker image (set in
+CI: a `develop` build points at the `develop` raw URL, a release build at the
+`main` raw URL) and can be overridden at runtime via the
+`AI_AGENT_ROLES_CATALOG_URL` env var. Local-filesystem sources are no longer
+supported; if the value is unset the catalog is unavailable.
+
+The fetched JSON is re-validated server-side (the catalog is treated as
+untrusted input). See `.env.example` for the variable and the CHANGELOG for the
+rollout.
+
+## `index.json` schema
+
+```jsonc
+{
+  "schemaVersion": 1,
+  "bundles": [
+    {
+      "id": "editorial",                       // unique bundle id; matches bundles/<id>/
+      "name": { "ru": "...", "en": "..." },    // localized display name
+      "description": { "ru": "...", "en": "..." },
+      "languages": ["ru", "en"],               // which <lang>.json files must exist
+      "roles": [
+        { "slug": "structural-editor", "version": 1 }
+        // ...
+      ]
+    }
+  ]
+}
+```
+
+`version` lives **here, in index.json**, per role. Bump it whenever a role's
+content (instructions, name, description, etc.) changes, so consumers can detect
+updates.
+
+## Bundle (`<lang>.json`) schema
+
+```jsonc
+{
+  "schemaVersion": 1,
+  "language": "ru",
+  "roles": [
+    {
+      "slug": "structural-editor",   // REQUIRED, unique across the whole catalog
+      "emoji": "🧱",
+      "name": "...",                 // REQUIRED, localized
+      "description": "...",          // localized
+      "instructions": "...",         // REQUIRED, the system prompt, localized
+      "autoStart": true,             // whether the role starts working immediately
+      "launchMessage": "..."         // first message sent on launch (or null)
+    }
+  ]
+}
+```
+
+Notes:
+
+- `modelConfig` is intentionally absent; the server treats an absent
+  `modelConfig` as `null`.
+- A role's `slug`, `emoji`, and `autoStart` are identical across all language
+  files of the same bundle. Only `name`, `description`, `instructions`, and
+  `launchMessage` are translated.
+
+## Slug uniqueness
+
+**Every `slug` must be UNIQUE ACROSS THE WHOLE CATALOG**, not just within a
+bundle. A slug appears once per language file of its bundle (same slug in
+`ru.json` and `en.json`), but no two different bundles may share a slug.
+`scripts/check.mjs` enforces this.
+
+## How to add things
+
+### Add a role to an existing bundle
+
+1. Add an entry to that bundle's `roles[]` in `index.json` with a new unique
+   `slug` and `version: 1`.
+2. Add a role object with the same `slug` to **every** `<lang>.json` of the
+   bundle, translating `name`, `description`, `instructions`, and
+   `launchMessage`.
+3. Run the check (see below).
+
+### Add a bundle
+
+1. Add a bundle object to `index.json` (`id`, `name`, `description`,
+   `languages`, `roles`).
+2. Create `bundles/<id>/<lang>.json` for each declared language, with one role
+   object per `roles[]` entry.
+3. Run the check.
+
+### Add a language to a bundle
+
+1. Add the language code to that bundle's `languages[]` in `index.json`.
+2. Create `bundles/<id>/<lang>.json` containing every role of the bundle,
+   translated.
+3. Run the check.
+
+### Change a role's content
+
+Edit the role in the relevant `<lang>.json` file(s) and **bump that role's
+`version`** in `index.json`. Then run `node scripts/check.mjs --update-hashes`
+to refresh the content-hash lock (`scripts/content-hashes.json`). `check.mjs`
+now **fails if a role's content changed but its `version` was not bumped**, so
+this step is mandatory — the lock can only be refreshed after the bump.
+
+## Validating
+
+From this directory:
+
+```sh
+node scripts/check.mjs   # or: npm run check
+```
+
+It fails (exit code 1) if any slug is duplicated across the catalog, if a
+bundle's index `roles[]` don't match the slugs present in each language file, if
+a declared language file is missing, or if any role is missing a required field
+(`slug`, `name`, `instructions`). It prints `OK` on success.
+
+### Content-hash guard
+
+`check.mjs` also guards against changing a role's content without bumping its
+`version`. It keeps a lockfile, `scripts/content-hashes.json`, mapping each role
+`slug` to `{ version, hash }`, where `hash` is a SHA-256 over the role's
+content fields (`emoji`, `autoStart`, `name`, `description`, `instructions`,
+`launchMessage`) across all of its language files, in a deterministic canonical
+form. This lockfile is a **check artifact only** — the server fetches only
+`index.json` and the bundle `<lang>.json` files, never this file, so it has no
+effect on the served catalog or its schema.
+
+On a normal run, for every role the check recomputes the hash and compares it
+against the lock:
+
+- content unchanged and versions agree → OK;
+- content changed but `version` not bumped above the lock → **error** asking you
+  to bump and refresh;
+- content changed and `version` bumped → **error** asking you to record it by
+  refreshing the lock;
+- role missing from the lock, or a lock entry for a role that no longer exists →
+  **error** asking you to refresh.
+
+Refresh the lock with:
+
+```sh
+node scripts/check.mjs --update-hashes   # alias: --fix
+```
+
+This recomputes the lock from the current catalog, prunes entries for removed
+roles, and prints what changed — but it **refuses to write** (exit 1) if any
+role's content changed while its `index.json` version was not bumped, so the
+version bump is always enforced first. The check also requires every
+`index.json` role to carry a finite numeric `version` (the server requires the
+same).
+
+Known, accepted limitation: a deliberate prune-then-readd of a slug (remove the
+role and run `--update-hashes`, then re-add it with changed content at the same
+version) is **not** caught, because a brand-new slug has no lock baseline to
+enforce a bump against.

agent-roles-catalog/index.json

@@ -0,0 +1,31 @@
+{
+  "schemaVersion": 1,
+  "bundles": [
+    {
+      "id": "editorial",
+      "name": { "ru": "Редакторский набор", "en": "Editorial suite" },
+      "description": {
+        "ru": "Полный цикл редактуры статьи: структура, стиль, корректура, факты и нарратив.",
+        "en": "The full article-editing cycle: structure, style, copyediting, facts, and narrative."
+      },
+      "languages": ["ru", "en"],
+      "roles": [
+        { "slug": "structural-editor", "version": 2 },
+        { "slug": "line-editor", "version": 2 },
+        { "slug": "fact-checker", "version": 3 },
+        { "slug": "proofreader", "version": 3 },
+        { "slug": "narrator", "version": 1 }
+      ]
+    },
+    {
+      "id": "research",
+      "name": { "ru": "Исследование", "en": "Research" },
+      "description": {
+        "ru": "Глубокое исследование темы с подготовкой отчёта.",
+        "en": "Deep research on a topic with a prepared report."
+      },
+      "languages": ["ru", "en"],
+      "roles": [ { "slug": "researcher", "version": 1 } ]
+    }
+  ]
+}

agent-roles-catalog/package.json

@@ -0,0 +1,8 @@
+{
+  "name": "agent-roles-catalog",
+  "private": true,
+  "type": "module",
+  "scripts": {
+    "check": "node scripts/check.mjs"
+  }
+}

agent-roles-catalog/scripts/check.mjs

@@ -0,0 +1,353 @@
+#!/usr/bin/env node
+// Validates the agent roles catalog.
+// Fails (exit 1) on: duplicate slugs across the whole catalog, mismatches
+// between a bundle's index roles[] and the slugs present in each language
+// file, a missing declared language file, or a role missing required fields.
+
+import { readFileSync, writeFileSync, existsSync } from "node:fs";
+import { createHash } from "node:crypto";
+import { fileURLToPath } from "node:url";
+import { dirname, join } from "node:path";
+
+const __dirname = dirname(fileURLToPath(import.meta.url));
+const catalogDir = join(__dirname, "..");
+
+// `--update-hashes` (alias `--fix`) recomputes the content-hash lockfile from
+// the current catalog instead of just validating against it.
+const updateHashes =
+  process.argv.includes("--update-hashes") || process.argv.includes("--fix");
+
+// The content-hash lockfile lives under scripts/ and is a CHECK ARTIFACT only:
+// the server never fetches it, so it has zero impact on the served schema.
+const lockPath = join(__dirname, "content-hashes.json");
+
+const errors = [];
+
+function readJson(path) {
+  try {
+    return JSON.parse(readFileSync(path, "utf8"));
+  } catch (err) {
+    errors.push(`Cannot read/parse ${path}: ${err.message}`);
+    return null;
+  }
+}
+
+const indexPath = join(catalogDir, "index.json");
+if (!existsSync(indexPath)) {
+  console.error(`Missing index.json at ${indexPath}`);
+  process.exit(1);
+}
+
+const index = readJson(indexPath);
+if (!index) {
+  for (const e of errors) console.error(e);
+  process.exit(1);
+}
+
+const bundles = Array.isArray(index.bundles) ? index.bundles : [];
+if (bundles.length === 0) {
+  errors.push("index.json has no bundles[]");
+}
+
+// Track every slug seen across the whole catalog to detect duplicates.
+const slugSeen = new Map(); // slug -> "bundleId/lang"
+
+for (const bundle of bundles) {
+  const bundleId = bundle.id;
+  if (!bundleId) {
+    errors.push("A bundle in index.json is missing an id");
+    continue;
+  }
+
+  const indexSlugs = (bundle.roles || []).map((r) => r.slug);
+  // Duplicate slugs inside the bundle index roles[].
+  const indexSlugSet = new Set(indexSlugs);
+  if (indexSlugSet.size !== indexSlugs.length) {
+    errors.push(`Bundle "${bundleId}" index.json roles[] contains duplicate slugs`);
+  }
+
+  // Each index role must carry a finite numeric "version". The server requires
+  // this (see ai-agent-roles-catalog.provider.ts), and the content-hash guard
+  // below relies on it for the bump comparison, so enforce it here too.
+  for (const r of bundle.roles || []) {
+    if (typeof r.version !== "number" || !Number.isFinite(r.version)) {
+      errors.push(
+        `Bundle "${bundleId}" index.json role "${r.slug}" is missing a numeric "version"`
+      );
+    }
+  }
+
+  const languages = Array.isArray(bundle.languages) ? bundle.languages : [];
+  if (languages.length === 0) {
+    errors.push(`Bundle "${bundleId}" declares no languages`);
+  }
+
+  for (const lang of languages) {
+    const langPath = join(catalogDir, "bundles", bundleId, `${lang}.json`);
+    if (!existsSync(langPath)) {
+      errors.push(`Bundle "${bundleId}" declares language "${lang}" but ${langPath} is missing`);
+      continue;
+    }
+
+    const langFile = readJson(langPath);
+    if (!langFile) continue;
+
+    const roles = Array.isArray(langFile.roles) ? langFile.roles : [];
+    const fileSlugs = roles.map((r) => r && r.slug);
+
+    // (d) Required fields per role.
+    for (const role of roles) {
+      for (const field of ["slug", "name", "instructions"]) {
+        if (role == null || role[field] == null || role[field] === "") {
+          errors.push(
+            `Bundle "${bundleId}/${lang}" has a role missing required field "${field}" (slug=${role && role.slug})`
+          );
+        }
+      }
+    }
+
+    // (b) index roles[] must match the slugs present in each language file.
+    const fileSlugSet = new Set(fileSlugs);
+    const missingInFile = indexSlugs.filter((s) => !fileSlugSet.has(s));
+    const extraInFile = fileSlugs.filter((s) => !indexSlugSet.has(s));
+    if (missingInFile.length > 0) {
+      errors.push(
+        `Bundle "${bundleId}/${lang}" is missing roles declared in index.json: ${missingInFile.join(", ")}`
+      );
+    }
+    if (extraInFile.length > 0) {
+      errors.push(
+        `Bundle "${bundleId}/${lang}" has roles not declared in index.json: ${extraInFile.join(", ")}`
+      );
+    }
+
+    // (a) Duplicate slugs across the whole catalog.
+    for (const slug of fileSlugs) {
+      if (!slug) continue;
+      const where = `${bundleId}/${lang}`;
+      // Only flag duplicates across DIFFERENT bundles or files; the same slug
+      // is expected to appear once per language file of the same bundle.
+      if (slugSeen.has(slug)) {
+        const prev = slugSeen.get(slug);
+        const prevBundle = prev.split("/")[0];
+        if (prevBundle !== bundleId) {
+          errors.push(
+            `Slug "${slug}" is duplicated across the catalog: ${prev} and ${where}`
+          );
+        }
+      } else {
+        slugSeen.set(slug, where);
+      }
+    }
+  }
+}
+
+// ---------------------------------------------------------------------------
+// Content-hash guard: detect "content changed without a version bump".
+//
+// check.mjs cannot use git history, so we maintain a lockfile
+// (scripts/content-hashes.json) mapping each role slug to its recorded
+// { version, hash }. On every run we recompute each role's content hash and
+// compare it against the lock; a content change is only allowed once the role's
+// version in index.json has been bumped and the lock refreshed.
+//
+// Known, accepted limitation: a deliberate prune-then-readd of a slug (remove
+// the role and run --update-hashes, then re-add it with changed content at the
+// same version) is NOT caught, because a brand-new slug has no lock baseline to
+// enforce a bump against. We document this rather than building tombstones.
+// ---------------------------------------------------------------------------
+
+// Content fields hashed for each role, in a fixed canonical order. `slug` is
+// identity (not content) and `version` lives in index.json, so neither is here.
+// `modelConfig` (an OPTIONAL role field the server also serves) is intentionally
+// EXCLUDED: no shipped role uses it today, and being an object it would need a
+// deterministic deep canonicalization (recursive key sort) before hashing —
+// otherwise JSON.stringify key-order would make the hash non-deterministic. If a
+// role ever gains a `modelConfig`, add it here WITH such canonicalization so a
+// change to it is still caught by the bump guard.
+const CONTENT_FIELDS = [
+  "emoji",
+  "autoStart",
+  "name",
+  "description",
+  "instructions",
+  "launchMessage",
+];
+
+// Build a map of slug -> { version, langRoles: { lang: roleObject } } from the
+// current catalog so we can compute hashes and read index versions.
+function collectCatalogRoles() {
+  const out = new Map(); // slug -> { version, langRoles: Map<lang, role> }
+  for (const bundle of bundles) {
+    const bundleId = bundle.id;
+    if (!bundleId) continue;
+    const languages = Array.isArray(bundle.languages) ? bundle.languages : [];
+    for (const r of bundle.roles || []) {
+      if (!r || !r.slug) continue;
+      if (!out.has(r.slug)) {
+        out.set(r.slug, { version: r.version, langRoles: new Map() });
+      } else {
+        // Same slug declared twice in index.json roles[]; already flagged above.
+        out.get(r.slug).version = r.version;
+      }
+    }
+    for (const lang of languages) {
+      const langPath = join(catalogDir, "bundles", bundleId, `${lang}.json`);
+      if (!existsSync(langPath)) continue;
+      const langFile = readJson(langPath);
+      if (!langFile) continue;
+      const roles = Array.isArray(langFile.roles) ? langFile.roles : [];
+      for (const role of roles) {
+        if (!role || !role.slug) continue;
+        const entry = out.get(role.slug);
+        if (!entry) continue; // role not declared in index.json; flagged above.
+        entry.langRoles.set(lang, role);
+      }
+    }
+  }
+  return out;
+}
+
+// Deterministic content hash for a role: languages sorted ascending, each
+// language's content fields taken in CONTENT_FIELDS order (null when absent).
+function contentHash(langRoles) {
+  const langs = [...langRoles.keys()].sort();
+  const canonical = langs.map((lang) => {
+    const role = langRoles.get(lang);
+    const fields = {};
+    for (const field of CONTENT_FIELDS) {
+      fields[field] = role && role[field] != null ? role[field] : null;
+    }
+    return [lang, fields];
+  });
+  return createHash("sha256").update(JSON.stringify(canonical)).digest("hex");
+}
+
+// Compute current { version, hash } for every catalog role.
+const catalogRoles = collectCatalogRoles();
+const current = new Map(); // slug -> { version, hash }
+for (const [slug, entry] of catalogRoles) {
+  current.set(slug, {
+    version: entry.version,
+    hash: contentHash(entry.langRoles),
+  });
+}
+
+// Load the existing lock (may be absent on first run).
+let lock = {};
+if (existsSync(lockPath)) {
+  const parsed = readJson(lockPath);
+  if (parsed && typeof parsed === "object") lock = parsed;
+}
+
+if (updateHashes) {
+  // Refresh the lock from the current catalog, but refuse to write if any role's
+  // content changed without its version being bumped above the existing lock.
+  const blockers = [];
+  for (const [slug, cur] of current) {
+    const prev = lock[slug];
+    if (!prev) continue; // new role; nothing to enforce a bump against.
+    if (cur.hash === prev.hash) continue; // content unchanged.
+    // Defense-in-depth: a non-numeric version must never pass the bump check via
+    // `undefined <= N` (which is false). The standard checks already flag a
+    // missing numeric version, but guard here too before comparing.
+    if (typeof cur.version !== "number" || !Number.isFinite(cur.version)) {
+      blockers.push(
+        `role "${slug}" content changed but its index.json "version" is missing or not numeric; set a numeric "version" before refreshing the lock`
+      );
+    } else if (cur.version <= prev.version) {
+      blockers.push(
+        `role "${slug}" content changed but its version was not bumped (still ${prev.version}); bump "version" in index.json before refreshing the lock`
+      );
+    }
+  }
+  // Still honor the standard checks before allowing a write.
+  if (errors.length > 0) {
+    console.error("Catalog check FAILED:");
+    for (const e of errors) console.error(`  - ${e}`);
+    process.exit(1);
+  }
+  if (blockers.length > 0) {
+    console.error("Refusing to update content-hash lock:");
+    for (const b of blockers) console.error(`  - ${b}`);
+    process.exit(1);
+  }
+
+  // Compute the change summary relative to the old lock, pruning removed slugs.
+  const newLock = {};
+  const added = [];
+  const changed = [];
+  const removed = [];
+  for (const [slug, cur] of [...current].sort((a, b) => a[0].localeCompare(b[0]))) {
+    newLock[slug] = { version: cur.version, hash: cur.hash };
+    const prev = lock[slug];
+    if (!prev) added.push(slug);
+    else if (prev.hash !== cur.hash || prev.version !== cur.version) changed.push(slug);
+  }
+  for (const slug of Object.keys(lock)) {
+    if (!current.has(slug)) removed.push(slug);
+  }
+  writeFileSync(lockPath, JSON.stringify(newLock, null, 2) + "\n");
+  console.log(`Wrote ${lockPath}`);
+  if (added.length) console.log(`  added:   ${added.join(", ")}`);
+  if (changed.length) console.log(`  updated: ${changed.join(", ")}`);
+  if (removed.length) console.log(`  pruned:  ${removed.join(", ")}`);
+  if (!added.length && !changed.length && !removed.length) {
+    console.log("  (no changes; lock already up to date)");
+  }
+  console.log("OK");
+  process.exit(0);
+}
+
+// Normal run: validate current content against the lock.
+for (const [slug, cur] of current) {
+  const prev = lock[slug];
+  if (!prev) {
+    errors.push(
+      `role "${slug}" is not recorded in the content-hash lock; run: node scripts/check.mjs --update-hashes`
+    );
+    continue;
+  }
+  if (cur.hash === prev.hash) {
+    // Content unchanged; the lock version must still agree with index.json.
+    if (cur.version !== prev.version) {
+      errors.push(
+        `role "${slug}" content is unchanged but its index.json version (${cur.version}) differs from the lock (${prev.version}); run: node scripts/check.mjs --update-hashes`
+      );
+    }
+    continue;
+  }
+  // Content changed.
+  // Defense-in-depth: treat a non-numeric version as an error before the `<=`
+  // comparison, so a missing version can never silently pass the bump check
+  // (and we avoid a misleading "version bumped to undefined" message).
+  if (typeof cur.version !== "number" || !Number.isFinite(cur.version)) {
+    errors.push(
+      `role "${slug}" content changed but its index.json "version" is missing or not numeric; set a numeric "version", then run: node scripts/check.mjs --update-hashes`
+    );
+  } else if (cur.version <= prev.version) {
+    errors.push(
+      `role "${slug}" content changed but its version was not bumped (still ${prev.version}); bump "version" in index.json, then run: node scripts/check.mjs --update-hashes`
+    );
+  } else {
+    errors.push(
+      `role "${slug}" content changed and version bumped to ${cur.version}; record it by running: node scripts/check.mjs --update-hashes`
+    );
+  }
+}
+// Lock entries for slugs that no longer exist in the catalog.
+for (const slug of Object.keys(lock)) {
+  if (!current.has(slug)) {
+    errors.push(
+      `content-hash lock has entry for unknown role "${slug}" (no longer in the catalog); run: node scripts/check.mjs --update-hashes`
+    );
+  }
+}
+
+if (errors.length > 0) {
+  console.error("Catalog check FAILED:");
+  for (const e of errors) console.error(`  - ${e}`);
+  process.exit(1);
+}
+
+console.log("OK");

agent-roles-catalog/scripts/content-hashes.json

@@ -0,0 +1,26 @@
+{
+  "fact-checker": {
+    "version": 3,
+    "hash": "a94931fbd20272570a588c72159ac9e48a89c99bd8f718449cda5e7ca4280fdf"
+  },
+  "line-editor": {
+    "version": 2,
+    "hash": "cca324110dc6f96d2a8a239a2fb95b0ba09fad5806c9b6090a3c210ea7883ceb"
+  },
+  "narrator": {
+    "version": 1,
+    "hash": "36b38785fea6ae1c70bf6fb6b29ae5278bb86e389e61f7b9736675a589fa434c"
+  },
+  "proofreader": {
+    "version": 3,
+    "hash": "a36047c5cab837b2a727f63d4ddafc269b1fc44b90b365e770ecdb8f77e13952"
+  },
+  "researcher": {
+    "version": 1,
+    "hash": "853658fda43ddbe0a4d08f2c6e50b5116d29a2e9ccd7f46e173e65920d8f6ace"
+  },
+  "structural-editor": {
+    "version": 2,
+    "hash": "83093baa7262aef8193871a1afcf2b43b11a56fe2d00cade41355cf66d972b74"
+  }
+}

apps/client/public/locales/de-DE/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "KI-unterstützte Suche (KI-Antworten)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "Die KI-Suche verwendet Vektor-Einbettungen, um semantische Suchfunktionen in Ihrem Arbeitsbereich bereitzustellen.",
   "Toggle AI search": "KI-Suche umschalten",
-  "Generative AI (Ask AI)": "Generative KI (KI fragen)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Aktivieren Sie die KI-unterstützte Inhaltserstellung im Editor. Ermöglicht Benutzern das Erzeugen, Verbessern, Übersetzen und Transformieren von Text.",
-  "Toggle generative AI": "Generative KI umschalten",
   "Upgrade your plan": "Upgrade Ihres Plans",
   "Available with a paid license": "Verfügbar mit einer kostenpflichtigen Lizenz",
   "Upgrade your license tier.": "Stufen Sie Ihre Lizenz hoch.",

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

@@ -687,9 +687,6 @@
   "AI-powered search (AI Answers)": "AI-powered search (AI Answers)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.",
   "Toggle AI search": "Toggle AI search",
-  "Generative AI (Ask AI)": "Generative AI (Ask AI)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.",
-  "Toggle generative AI": "Toggle generative AI",
   "Upgrade your plan": "Upgrade your plan",
   "Available with a paid license": "Available with a paid license",
   "Upgrade your license tier.": "Upgrade your license tier.",
@@ -1336,6 +1333,7 @@
   "A short, memorable link you can point at any shared page.": "A short, memorable link you can point at any shared page.",
   "Use 2-60 lowercase letters, digits and hyphens": "Use 2-60 lowercase letters, digits and hyphens",
   "This address is already in use": "This address is already in use",
+  "This address is in use. Saving will move it to this page.": "This address is in use. Saving will move it to this page.",
   "Move custom address?": "Move custom address?",
   "Move here": "Move here",
   "The address \"{{alias}}\" currently points to \"{{title}}\". Move it to this page?": "The address \"{{alias}}\" currently points to \"{{title}}\". Move it to this page?",
@@ -1349,5 +1347,23 @@
   "Could not generate a title": "Could not generate a title",
   "AI title generation is disabled": "AI title generation is disabled",
   "AI is not configured": "AI is not configured",
-  "Too many requests, please try again later": "Too many requests, please try again later"
+  "Too many requests, please try again later": "Too many requests, please try again later",
+  "Import from catalog": "Import from catalog",
+  "Browse the catalog": "Browse the catalog",
+  "Role catalog": "Role catalog",
+  "On name conflict": "On name conflict",
+  "Skip": "Skip",
+  "Import": "Import",
+  "Installed": "Installed",
+  "v{{from}} → v{{to}}": "v{{from}} → v{{to}}",
+  "Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}": "Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}",
+  "Failed to import {{count}} role(s)": "Failed to import {{count}} role(s)",
+  "The role catalog is unavailable": "The role catalog is unavailable",
+  "Please try again later.": "Please try again later.",
+  "No bundles available": "No bundles available",
+  "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",
+  "This language is no longer available in the catalog": "This language is no longer available in the catalog",
+  "Connecting… (read-only)": "Connecting… (read-only)"
 }

apps/client/public/locales/es-ES/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "Búsqueda impulsada por IA (Respuestas de IA)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "La búsqueda de IA utiliza incrustaciones vectoriales para proporcionar capacidades de búsqueda semántica en todo el contenido de su espacio de trabajo.",
   "Toggle AI search": "Alternar búsqueda de IA",
-  "Generative AI (Ask AI)": "IA generativa (Preguntar a la IA)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Habilitar la generación de contenido impulsada por IA en el editor. Permite a los usuarios generar, mejorar, traducir y transformar texto.",
-  "Toggle generative AI": "Activar IA generativa",
   "Upgrade your plan": "Mejora tu plan",
   "Available with a paid license": "Disponible con una licencia de pago",
   "Upgrade your license tier.": "Mejora el nivel de tu licencia.",

apps/client/public/locales/fr-FR/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "Recherche propulsée par IA (Réponses IA)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "La recherche IA utilise des incorporations vectorielles pour fournir des capacités de recherche sémantique à travers le contenu de votre espace de travail.",
   "Toggle AI search": "Basculer la recherche IA",
-  "Generative AI (Ask AI)": "IA générative (Demandez à l'IA)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Activer la génération de contenu assistée par IA dans l'éditeur. Permet aux utilisateurs de générer, améliorer, traduire et transformer du texte.",
-  "Toggle generative AI": "Activer/désactiver l'IA générative",
   "Upgrade your plan": "Mettez à niveau votre forfait",
   "Available with a paid license": "Disponible avec une licence payante",
   "Upgrade your license tier.": "Mettez à niveau votre niveau de licence.",

apps/client/public/locales/it-IT/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "Ricerca con AI (Risposte AI)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "La ricerca AI utilizza embeddings vettoriali per fornire capacità di ricerca semantica nel contenuto della tua area di lavoro.",
   "Toggle AI search": "Attiva/disattiva ricerca AI",
-  "Generative AI (Ask AI)": "AI generativa (Chiedi AI)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Abilita la generazione di contenuti con AI nell'editor. Consente agli utenti di generare, migliorare, tradurre e trasformare il testo.",
-  "Toggle generative AI": "Attiva/Disattiva AI generativa",
   "Upgrade your plan": "Aggiorna il tuo piano",
   "Available with a paid license": "Disponibile con una licenza a pagamento",
   "Upgrade your license tier.": "Aggiorna il livello della tua licenza.",

apps/client/public/locales/ja-JP/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "AI搭載検索 (AI回答)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "AI検索はベクター埋め込みを使用してワークスペース全体の意味検索を実現します",
   "Toggle AI search": "AI検索を切り替え",
-  "Generative AI (Ask AI)": "生成AI (Ask AI)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "エディターでAIを活用したコンテンツ生成を有効にします。ユーザーがテキストの生成、改善、翻訳、および変換を行うことができます。",
-  "Toggle generative AI": "生成AIを切り替える",
   "Upgrade your plan": "プランをアップグレードする",
   "Available with a paid license": "有料ライセンスで利用可能",
   "Upgrade your license tier.": "ライセンスタイアをアップグレードしてください。",

apps/client/public/locales/ko-KR/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "AI 구동 검색 (AI 답변)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "AI 검색은 벡터 임베딩을 사용하여 작업공간 콘텐츠에 대한 의미 검색 기능을 제공합니다.",
   "Toggle AI search": "AI 검색 전환",
-  "Generative AI (Ask AI)": "생성 AI (Ask AI)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "편집기에서 AI 구동 콘텐츠 생성을 활성화합니다. 사용자가 텍스트를 생성, 개선, 번역 및 변환할 수 있습니다.",
-  "Toggle generative AI": "생성 AI 토글",
   "Upgrade your plan": "요금제를 업그레이드하세요",
   "Available with a paid license": "유료 라이선스에서만 사용 가능합니다",
   "Upgrade your license tier.": "라이선스 등급을 업그레이드하세요.",

apps/client/public/locales/nl-NL/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "AI-gestuurde zoekopdracht (AI Antwoorden)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "AI-zoekopdracht maakt gebruik van vectorembeddings om semantische zoekmogelijkheden te bieden in uw werkruimte-inhoud.",
   "Toggle AI search": "Schakel AI-zoekopdracht in/uit",
-  "Generative AI (Ask AI)": "Generatieve AI (Vraag het AI)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Schakel AI-gestuurde inhoudsgeneratie in de editor in. Hiermee kunnen gebruikers tekst genereren, verbeteren, vertalen en transformeren.",
-  "Toggle generative AI": "Generatieve AI schakelen",
   "Upgrade your plan": "Upgrade je abonnement",
   "Available with a paid license": "Beschikbaar met een betaalde licentie",
   "Upgrade your license tier.": "Upgrade je licentieniveau.",

apps/client/public/locales/pt-BR/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "Pesquisa com IA (Respostas de IA)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "A pesquisa IA usa vetores de incorporação para fornecer capacidades de pesquisa semântica em todo o conteúdo do seu espaço de trabalho.",
   "Toggle AI search": "Alternar pesquisa de IA",
-  "Generative AI (Ask AI)": "IA generativa (Perguntar à IA)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Habilitar geração de conteúdo com IA no editor. Permite aos usuários gerar, melhorar, traduzir e transformar texto.",
-  "Toggle generative AI": "Alternar IA generativa",
   "Upgrade your plan": "Faça upgrade do seu plano",
   "Available with a paid license": "Disponível com uma licença paga",
   "Upgrade your license tier.": "Faça upgrade do seu nível de licença.",

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

@@ -749,9 +749,6 @@
   "AI-powered search (AI Answers)": "Поиск на базе ИИ (Ответы ИИ)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "Поиск ИИ использует векторные встраивания для обеспечения семантического поиска по содержимому вашего рабочего пространства.",
   "Toggle AI search": "Переключить поиск ИИ",
-  "Generative AI (Ask AI)": "Генеративный ИИ (Спросить ИИ)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Включите создание контента на базе ИИ в редакторе. Позволяет пользователям генерировать, улучшать, переводить и преобразовывать текст.",
-  "Toggle generative AI": "Переключить генеративный ИИ",
   "Upgrade your plan": "Обновите свой тарифный план",
   "Available with a paid license": "Доступно с платной лицензией",
   "Upgrade your license tier.": "Обновите уровень вашей лицензии.",
@@ -1193,6 +1190,7 @@
   "A short, memorable link you can point at any shared page.": "Короткая запоминающаяся ссылка, которую можно направить на любую опубликованную страницу.",
   "Use 2-60 lowercase letters, digits and hyphens": "Используйте 2–60 строчных букв, цифр и дефисов",
   "This address is already in use": "Этот адрес уже занят",
+  "This address is in use. Saving will move it to this page.": "Этот адрес уже используется. При сохранении он будет перемещён на эту страницу.",
   "Move custom address?": "Переместить пользовательский адрес?",
   "Move here": "Переместить сюда",
   "The address \"{{alias}}\" currently points to \"{{title}}\". Move it to this page?": "Адрес «{{alias}}» сейчас указывает на «{{title}}». Переместить его на эту страницу?",
@@ -1206,5 +1204,24 @@
   "Could not generate a title": "Не удалось придумать название",
   "AI title generation is disabled": "Генерация названий через AI отключена",
   "AI is not configured": "AI не настроен",
-  "Too many requests, please try again later": "Слишком много запросов, попробуйте позже"
+  "Too many requests, please try again later": "Слишком много запросов, попробуйте позже",
+  "Import from catalog": "Импорт из каталога",
+  "Browse the catalog": "Открыть каталог",
+  "Role catalog": "Каталог ролей",
+  "On name conflict": "При конфликте имён",
+  "Skip": "Пропустить",
+  "Import": "Импортировать",
+  "Installed": "Установлено",
+  "v{{from}} → v{{to}}": "v{{from}} → v{{to}}",
+  "Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}": "Импортировано: {{created}}, переименовано: {{renamed}}, пропущено: {{skipped}}",
+  "Failed to import {{count}} role(s)": "Не удалось импортировать ролей: {{count}}",
+  "The role catalog is unavailable": "Каталог ролей недоступен",
+  "Please try again later.": "Попробуйте позже.",
+  "No bundles available": "Наборы недоступны",
+  "No roles configured": "Роли не настроены",
+  "Already up to date": "Уже актуальна",
+  "Updated to the latest version": "Обновлено до последней версии",
+  "This role is no longer in the catalog": "Эта роль больше не представлена в каталоге",
+  "This language is no longer available in the catalog": "Этот язык больше не доступен в каталоге",
+  "Connecting… (read-only)": "Подключение… (только чтение)"
 }

apps/client/public/locales/uk-UA/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "Пошук на базі ШІ (Відповіді ШІ)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "Пошук з ШІ використовує векторні вбудовування для надання можливостей семантичного пошуку у вашому робочому вмісті.",
   "Toggle AI search": "Переключити пошук з ШІ",
-  "Generative AI (Ask AI)": "Генеративний ШІ (Запитати ШІ)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "Увімкнути генерацію контенту за допомогою ШІ в редакторі. Дозволяє користувачам генерувати, покращувати, перекладати та трансформувати текст.",
-  "Toggle generative AI": "Переключити генеративний ШІ",
   "Upgrade your plan": "Оновіть свій тарифний план",
   "Available with a paid license": "Доступно за платною ліцензією",
   "Upgrade your license tier.": "Оновіть рівень своєї ліцензії.",

apps/client/public/locales/zh-CN/translation.json

@@ -665,9 +665,6 @@
   "AI-powered search (AI Answers)": "AI驱动的搜索 (AI答案)",
   "AI search uses vector embeddings to provide semantic search capabilities across your workspace content.": "AI搜索使用向量嵌入提供跨工作空间内容的语义搜索功能。",
   "Toggle AI search": "切换AI搜索",
-  "Generative AI (Ask AI)": "生成型AI (询问AI)",
-  "Enable AI-powered content generation in the editor. Allows users to generate, improve, translate and transform text.": "在编辑器中启用AI驱动的内容生成。允许用户生成、改进、翻译和转换文本。",
-  "Toggle generative AI": "切换生成型AI",
   "Upgrade your plan": "升级您的方案",
   "Available with a paid license": "需付费许可才可用",
   "Upgrade your license tier.": "升级您的许可等级。",

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

@@ -10,12 +10,12 @@ import classes from "./app-header.module.css";
 import { BrandLogo } from "@/components/ui/brand-logo";
 import TopMenu from "@/components/layouts/global/top-menu.tsx";
 import { Link } from "react-router-dom";
-import { useAtom, useSetAtom } from "jotai";
+import { useAtom } from "jotai";
 import {
   desktopSidebarAtom,
   mobileSidebarAtom,
 } from "@/components/layouts/global/hooks/atoms/sidebar-atom.ts";
-import { aiChatWindowOpenAtom } from "@/features/ai-chat/atoms/ai-chat-atom.ts";
+import { useOpenAiChatForCurrentPage } from "@/features/ai-chat/hooks/use-open-ai-chat.ts";
 import { workspaceAtom } from "@/features/user/atoms/current-user-atom.ts";
 import { useToggleSidebar } from "@/components/layouts/global/hooks/hooks/use-toggle-sidebar.ts";
 import SidebarToggle from "@/components/ui/sidebar-toggle-button.tsx";
@@ -38,7 +38,9 @@ export function AppHeader() {
   const toggleDesktop = useToggleSidebar(desktopSidebarAtom);
 
   const [workspace] = useAtom(workspaceAtom);
-  const setAiChatWindowOpen = useSetAtom(aiChatWindowOpenAtom);
+  // Opening from the header auto-opens the document's bound chat (last chat
+  // created on the current page); off a page it keeps the current selection.
+  const openAiChat = useOpenAiChatForCurrentPage();
   // AI chat entry point: only shown when the workspace enables it (A7 gate).
   const aiChatEnabled = workspace?.settings?.ai?.chat === true;
 
@@ -105,7 +107,7 @@ export function AppHeader() {
                 color="dark"
                 size="sm"
                 aria-label={t("AI chat")}
-                onClick={() => setAiChatWindowOpen((v) => !v)}
+                onClick={openAiChat}
               >
                 <IconMessage size={20} />
               </ActionIcon>

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

@@ -17,7 +17,7 @@ import {
   IconPlus,
   IconX,
 } from "@tabler/icons-react";
-import { useAtom, useSetAtom } from "jotai";
+import { useAtom, useAtomValue, useSetAtom } from "jotai";
 import { useMatch } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { useQueryClient } from "@tanstack/react-query";
@@ -34,9 +34,12 @@ import {
   AI_CHATS_RQ_KEY,
   AI_CHAT_MESSAGES_RQ_KEY,
   useAiChatMessagesQuery,
+  useAiChatRunQuery,
   useAiChatsQuery,
   useAiRolesQuery,
 } from "@/features/ai-chat/queries/ai-chat-query.ts";
+import { 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";
@@ -162,6 +165,61 @@ export default function AiChatWindow() {
   const { data: messageRows, isLoading: messagesLoading } =
     useAiChatMessagesQuery(activeChatId ?? undefined);
 
+  // #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);
+  }, []);
+
+  // 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 } = useAiChatRunQuery(
+    activeChatId ?? undefined,
+    autonomousRunsEnabled && !localStreaming,
+  );
+  const run = runData?.run ?? null;
+  // 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)
+    ? (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;
+    }
+    if (finalizedRunIdRef.current === run.id) return;
+    finalizedRunIdRef.current = run.id;
+    queryClient.invalidateQueries({
+      queryKey: AI_CHAT_MESSAGES_RQ_KEY(activeChatId),
+    });
+  }, [run, activeChatId, queryClient]);
+
   // The page the user is currently viewing. AiChatWindow lives in a pathless
   // parent layout route, so useParams() can't see :pageSlug. Match the full
   // pathname against the authenticated page route instead so "the current page"
@@ -636,6 +694,12 @@ 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}
             />
           )}
         </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,
     };
   },
 }));
@@ -140,3 +143,56 @@ describe("ChatThread — send now (#198)", () => {
     expect(prep({ messages: [], body: {} }).body.interrupted).toBe(false);
   });
 });
+
+// #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 +87,19 @@ 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;
 }
 
 /**
@@ -131,6 +145,8 @@ export default function ChatThread({
   assistantName,
   onTurnFinished,
   onServerChatId,
+  observedRow,
+  onStreamingChange,
 }: ChatThreadProps) {
   const { t } = useTranslation();
 
@@ -274,7 +290,7 @@ 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).
@@ -378,6 +394,27 @@ 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

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

@@ -0,0 +1,119 @@
+import { describe, expect, it, vi } from "vitest";
+import { render } from "@testing-library/react";
+import { MantineProvider } from "@mantine/core";
+import type { UIMessage } from "@ai-sdk/react";
+
+// Stub react-i18next (MessageList and TypingIndicator read `useTranslation`).
+// Mirrors the t-mock pattern used by the other component tests in this folder
+// (reasoning-block.test.tsx, message-item-memo.test.tsx).
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({ t: (key: string) => key }),
+}));
+
+// Spy on `renderChatMarkdown` exactly as message-item-memo.test.tsx does: keep
+// every OTHER named export of markdown.ts intact via `importActual`, and override
+// only `renderChatMarkdown` with a `vi.fn()` that returns simple HTML. This makes
+// assertions synchronous (no async marked + DOMPurify pass) and lets us count
+// parses by argument. `vi.hoisted` so the spy exists when the hoisted `vi.mock`
+// factory runs.
+const { renderChatMarkdownSpy } = vi.hoisted(() => ({
+  renderChatMarkdownSpy: vi.fn((text: string) => `<p>${text}</p>`),
+}));
+vi.mock("@/features/ai-chat/utils/markdown.ts", async () => {
+  const actual = await vi.importActual<
+    typeof import("@/features/ai-chat/utils/markdown.ts")
+  >("@/features/ai-chat/utils/markdown.ts");
+  return { ...actual, renderChatMarkdown: renderChatMarkdownSpy };
+});
+
+// IMPORTANT: do NOT mock MessageItem and do NOT mock messageSignature — exercising
+// the REAL MessageList -> real MessageItem -> real messageSignature wiring is the
+// whole point of this file (it closes the parent-side coverage gap left by the
+// memo tests, which simulate the parent by hardcoding `signature={...}` in their
+// harness). Use the relative import for the component under test, mirroring how
+// message-list.tsx itself imports `MessageItem from "./message-item"`.
+import MessageList from "./message-list";
+
+// matchMedia / localStorage / sessionStorage (read by MantineProvider and app
+// code) are stubbed globally in vitest.setup.ts — do NOT re-stub those here.
+//
+// MessageList renders Mantine's ScrollArea, which constructs a `ResizeObserver`.
+// jsdom does not implement it, so install a minimal no-op stub BEFORE rendering.
+vi.stubGlobal(
+  "ResizeObserver",
+  class {
+    observe() {}
+    unobserve() {}
+    disconnect() {}
+  },
+);
+
+// One assistant message wrapping the given `parts`. Reused across renders in the
+// regression test to model how the AI SDK hands back the SAME message object.
+const msg = (parts: UIMessage["parts"]): UIMessage =>
+  ({ id: "m1", role: "assistant", parts }) as UIMessage;
+
+describe("MessageList", () => {
+  it("wires the real MessageItem and supplies a valid signature end-to-end", () => {
+    renderChatMarkdownSpy.mockClear();
+    const { queryByText } = render(
+      <MantineProvider>
+        <MessageList
+          messages={[msg([{ type: "text", text: "hello world" }])]}
+          isStreaming={false}
+        />
+      </MantineProvider>,
+    );
+    // The assistant text renders, which proves MessageList mounted the real
+    // MessageItem and handed it a valid `signature` prop (computed from the real
+    // `messageSignature`) — the full parent -> child -> markdown path is live.
+    expect(queryByText("hello world")).not.toBeNull();
+  });
+
+  // REGRESSION (PR #224, the empty-render freeze). The AI SDK streams a turn by
+  // MUTATING the same `parts` array IN PLACE and handing back a NEW array each
+  // delta that REUSES the same message object. The fix moved the content signature
+  // to the PARENT: MessageList must recompute `messageSignature(message)` FRESH on
+  // every render and forward it as the immutable `signature` prop, so MessageItem's
+  // memo (which compares that prop snapshot) sees it change and re-renders the row.
+  //
+  // This test exercises the PARENT half that the memo tests only simulate: if
+  // MessageList ever cached/memoized the signature keyed on the message object's
+  // identity (which stays stable across deltas while its `parts` mutate in place),
+  // the snapshot would never change, MessageItem's memo would skip every delta, and
+  // the row would freeze at its empty mount — exactly the regression class. That
+  // would make this test fail. See message-item.tsx (`signature` prop +
+  // `arePropsEqual`) and message-list.tsx (the `signature={messageSignature(...)}`
+  // snapshot at render time).
+  it("reflects in-place part mutation of a reused message object across renders", () => {
+    renderChatMarkdownSpy.mockClear();
+    // Reuse ONE message object across renders (as the SDK does). The empty text
+    // part means MessageItem renders nothing visible initially.
+    const message = msg([{ type: "text", text: "" }]);
+    const { rerender, queryByText } = render(
+      <MantineProvider>
+        <MessageList messages={[message]} isStreaming />
+      </MantineProvider>,
+    );
+    // Nothing streamed yet.
+    expect(queryByText("streamed answer")).toBeNull();
+
+    // SDK delta: mutate the SAME part in place on the SAME message object...
+    (message.parts[0] as { text: string }).text = "streamed answer";
+    // ...then re-render with a NEW array literal that still holds the SAME mutated
+    // message object (this mirrors useChat handing back a fresh array of reused
+    // message objects on each delta).
+    rerender(
+      <MantineProvider>
+        <MessageList messages={[message]} isStreaming />
+      </MantineProvider>,
+    );
+
+    // The grown text now renders: MessageList re-snapshotted the signature, so the
+    // row re-rendered instead of freezing at its empty mount.
+    expect(queryByText("streamed answer")).not.toBeNull();
+    expect(
+      renderChatMarkdownSpy.mock.calls.some((c) => c[0] === "streamed answer"),
+    ).toBe(true);
+  });
+});

apps/client/src/features/ai-chat/hooks/use-open-ai-chat.test.tsx

@@ -0,0 +1,135 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { renderHook, act } from "@testing-library/react";
+import { Provider, createStore } from "jotai";
+import type { ReactNode } from "react";
+import { useOpenAiChatForCurrentPage } from "./use-open-ai-chat";
+import {
+  activeAiChatIdAtom,
+  aiChatWindowOpenAtom,
+  aiChatDraftAtom,
+  selectedAiRoleIdAtom,
+} from "@/features/ai-chat/atoms/ai-chat-atom.ts";
+
+// useMatch is the only react-router-dom export the hook uses; drive its return
+// per test to simulate "on a page" vs "off a page".
+const useMatchMock = vi.fn();
+vi.mock("react-router-dom", () => ({
+  useMatch: () => useMatchMock(),
+}));
+
+// The bound-chat resolver is the network boundary; stub it per test.
+const getBoundChatMock = vi.fn();
+vi.mock("@/features/ai-chat/services/ai-chat-service.ts", () => ({
+  getBoundChat: (pageId: string) => getBoundChatMock(pageId),
+}));
+
+// Put the hook on a page route by default ("doc-p1" -> page id "p1"); individual
+// tests override useMatch to go off-page.
+function onPage(pageSlug = "doc-p1") {
+  useMatchMock.mockReturnValue({ params: { pageSlug } });
+}
+function offPage() {
+  useMatchMock.mockReturnValue(null);
+}
+
+// Render the hook inside an explicit jotai store so atom side effects are
+// assertable; the store is returned for setup + assertions.
+function setup(seed?: (store: ReturnType<typeof createStore>) => void) {
+  const store = createStore();
+  seed?.(store);
+  const wrapper = ({ children }: { children: ReactNode }) => (
+    <Provider store={store}>{children}</Provider>
+  );
+  const { result } = renderHook(() => useOpenAiChatForCurrentPage(), { wrapper });
+  return { store, open: () => act(() => result.current()) };
+}
+
+describe("useOpenAiChatForCurrentPage", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    onPage();
+  });
+
+  it("on a page: resolves the bound chat, selects it, and opens the window", async () => {
+    getBoundChatMock.mockResolvedValue("bound-chat-1");
+    const { store, open } = setup((s) => s.set(aiChatDraftAtom, "stale draft"));
+
+    await open();
+
+    expect(getBoundChatMock).toHaveBeenCalledWith("p1");
+    expect(store.get(activeAiChatIdAtom)).toBe("bound-chat-1");
+    expect(store.get(aiChatWindowOpenAtom)).toBe(true);
+    expect(store.get(aiChatDraftAtom)).toBe(""); // cleared on a real switch
+  });
+
+  it("on a page with no bound chat: opens a fresh chat (null)", async () => {
+    getBoundChatMock.mockResolvedValue(null);
+    const { store, open } = setup((s) => s.set(activeAiChatIdAtom, "previous"));
+
+    await open();
+
+    expect(store.get(activeAiChatIdAtom)).toBeNull();
+    expect(store.get(aiChatWindowOpenAtom)).toBe(true);
+  });
+
+  it("off a page: keeps the current selection and does NOT resolve", async () => {
+    offPage();
+    const { store, open } = setup((s) => {
+      s.set(activeAiChatIdAtom, "keep-me");
+      s.set(aiChatDraftAtom, "untouched");
+    });
+
+    await open();
+
+    expect(getBoundChatMock).not.toHaveBeenCalled();
+    expect(store.get(activeAiChatIdAtom)).toBe("keep-me");
+    expect(store.get(aiChatDraftAtom)).toBe("untouched"); // no switch -> kept
+    expect(store.get(aiChatWindowOpenAtom)).toBe(true);
+  });
+
+  it("window already open: re-click does NOT re-resolve or switch chats", async () => {
+    getBoundChatMock.mockResolvedValue("would-switch");
+    const { store, open } = setup((s) => {
+      s.set(aiChatWindowOpenAtom, true);
+      s.set(activeAiChatIdAtom, "current");
+    });
+
+    await open();
+
+    expect(getBoundChatMock).not.toHaveBeenCalled();
+    expect(store.get(activeAiChatIdAtom)).toBe("current");
+    expect(store.get(aiChatWindowOpenAtom)).toBe(true);
+  });
+
+  it("does NOT clear the draft when the resolved chat equals the current one", async () => {
+    getBoundChatMock.mockResolvedValue("same");
+    const { store, open } = setup((s) => {
+      s.set(activeAiChatIdAtom, "same");
+      s.set(aiChatDraftAtom, "in-progress");
+    });
+
+    await open();
+
+    expect(store.get(aiChatDraftAtom)).toBe("in-progress"); // no switch
+    expect(store.get(aiChatWindowOpenAtom)).toBe(true);
+  });
+
+  it("fail-soft: a resolve error opens a fresh chat (null)", async () => {
+    getBoundChatMock.mockRejectedValue(new Error("network"));
+    const { store, open } = setup((s) => s.set(activeAiChatIdAtom, "previous"));
+
+    await open();
+
+    expect(store.get(activeAiChatIdAtom)).toBeNull();
+    expect(store.get(aiChatWindowOpenAtom)).toBe(true);
+  });
+
+  it("clears the picked role on a real switch", async () => {
+    getBoundChatMock.mockResolvedValue("bound");
+    const { store, open } = setup((s) => s.set(selectedAiRoleIdAtom, "role-1"));
+
+    await open();
+
+    expect(store.get(selectedAiRoleIdAtom)).toBeNull();
+  });
+});

apps/client/src/features/ai-chat/hooks/use-open-ai-chat.ts

@@ -0,0 +1,67 @@
+import { useCallback } from "react";
+import { useAtom, useSetAtom } from "jotai";
+import { useMatch } from "react-router-dom";
+import {
+  aiChatWindowOpenAtom,
+  activeAiChatIdAtom,
+  aiChatDraftAtom,
+  selectedAiRoleIdAtom,
+} from "@/features/ai-chat/atoms/ai-chat-atom.ts";
+import { getBoundChat } from "@/features/ai-chat/services/ai-chat-service.ts";
+import { extractPageSlugId } from "@/lib";
+
+/**
+ * The generic "open the AI chat" action, WITH document binding: when invoked
+ * while viewing a page, it resolves that page's bound chat and selects it before
+ * opening — so the last chat for this document re-opens by itself. With no bound
+ * chat (or off a page) it keeps the current selection / opens a fresh chat. Used
+ * by the app-header entry point; NOT by the provenance badge (which deep-links).
+ */
+export function useOpenAiChatForCurrentPage() {
+  const [windowOpen, setWindowOpen] = useAtom(aiChatWindowOpenAtom);
+  const [activeChatId, setActiveChatId] = useAtom(activeAiChatIdAtom);
+  const setDraft = useSetAtom(aiChatDraftAtom);
+  const setSelectedRoleId = useSetAtom(selectedAiRoleIdAtom);
+
+  // Same route-match trick the window uses: read :pageSlug from the pathname.
+  // AiChatWindow lives in a pathless parent layout route, so useParams() can't
+  // see :pageSlug — match the full path against the authenticated page route.
+  const match = useMatch("/s/:spaceSlug/p/:pageSlug");
+  const pageId = extractPageSlugId(match?.params?.pageSlug);
+
+  return useCallback(async () => {
+    // Re-clicks while the window is already open (incl. minimized) must NOT
+    // re-resolve and yank the user to another chat: resolve only on a genuine
+    // closed -> open transition. (`windowOpen` is already true here, so there
+    // is nothing to set — just bail.)
+    if (windowOpen) return;
+    // Open the window FIRST so the control feels instant: the bound-chat
+    // round-trip below must never gate the window appearing, or on a slow
+    // connection the first click reads as a hung control until the POST returns.
+    setWindowOpen(true);
+    let resolved: string | null = activeChatId; // off-a-page: keep current
+    if (pageId) {
+      try {
+        resolved = await getBoundChat(pageId); // null => fresh chat
+      } catch {
+        resolved = null; // fail-soft: a fresh chat is always a safe fallback
+      }
+    }
+    // Clear the composer draft / picked role ONLY on an actual switch, so
+    // reopening the same chat does not wipe an in-progress draft. Applied after
+    // the resolve so the window is already visible while the switch settles.
+    if (resolved !== activeChatId) {
+      setActiveChatId(resolved);
+      setDraft("");
+      setSelectedRoleId(null);
+    }
+  }, [
+    windowOpen,
+    activeChatId,
+    pageId,
+    setWindowOpen,
+    setActiveChatId,
+    setDraft,
+    setSelectedRoleId,
+  ]);
+}

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

@@ -12,36 +12,60 @@ import {
   deleteAiChat,
   deleteAiRole,
   getAiChatMessages,
+  getAiChatRun,
   getAiChats,
+  getAiRoleCatalog,
+  getAiRoleCatalogBundle,
   getAiRoles,
+  importAiRolesFromCatalog,
   renameAiChat,
   updateAiRole,
+  updateAiRoleFromCatalog,
 } from "@/features/ai-chat/services/ai-chat-service.ts";
 import {
   IAiChat,
   IAiChatMessageRow,
+  IAiChatRunResponse,
   IAiRole,
+  IAiRoleCatalog,
+  IAiRoleCatalogBundle,
   IAiRoleCreate,
+  IAiRoleImportPayload,
+  IAiRoleImportResult,
   IAiRoleUpdate,
+  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"];
+// Catalog reads resolve bundle names per language, so the language is part of
+// the cache key (a language switch refetches rather than reusing stale names).
+export const AI_ROLE_CATALOG_RQ_KEY = (language: string) => [
+  "ai-role-catalog",
+  language,
+];
+export const AI_ROLE_CATALOG_BUNDLE_RQ_KEY = (
+  bundleId: string,
+  language: string,
+) => ["ai-role-catalog-bundle", bundleId, language];
 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() {
   const query = useInfiniteQuery({
     queryKey: AI_CHATS_RQ_KEY,
-    queryFn: ({ pageParam }) =>
+    queryFn: ({ pageParam }) => getAiChats({ cursor: pageParam, limit: 50 }),
-      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,
   });
 
   const data = useMemo<IPagination<IAiChat> | undefined>(() => {
@@ -71,7 +95,9 @@ export function useAiChatMessagesQuery(chatId: string | undefined) {
       getAiChatMessages({ chatId: chatId as string, cursor: pageParam }),
     initialPageParam: undefined as string | undefined,
     getNextPageParam: (lastPage) =>
-      lastPage.meta.hasNextPage ? (lastPage.meta.nextCursor ?? undefined) : undefined,
+      lastPage.meta.hasNextPage
+        ? (lastPage.meta.nextCursor ?? undefined)
+        : undefined,
     enabled: !!chatId,
   });
 
@@ -112,6 +138,34 @@ 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();
@@ -223,3 +277,112 @@ export function useDeleteAiRoleMutation() {
     },
   });
 }
+
+/**
+ * Browse the role catalog for a language. Gated by `enabled` so the (admin-only)
+ * fetch runs only when the catalog modal is open. The catalog can 502 when the
+ * curated source is unreachable; callers handle the error state in the UI.
+ */
+export function useAiRoleCatalogQuery(language: string, enabled: boolean) {
+  return useQuery<IAiRoleCatalog, Error>({
+    queryKey: AI_ROLE_CATALOG_RQ_KEY(language),
+    queryFn: () => getAiRoleCatalog(language),
+    enabled,
+  });
+}
+
+/**
+ * Open one catalog bundle (role content + versions). Gated by `enabled` so the
+ * fetch only runs when a bundle is actually expanded.
+ */
+export function useAiRoleCatalogBundleQuery(
+  bundleId: string,
+  language: string,
+  enabled: boolean,
+) {
+  return useQuery<IAiRoleCatalogBundle, Error>({
+    queryKey: AI_ROLE_CATALOG_BUNDLE_RQ_KEY(bundleId, language),
+    queryFn: () => getAiRoleCatalogBundle(bundleId, language),
+    enabled,
+  });
+}
+
+export function useImportAiRolesFromCatalogMutation() {
+  const queryClient = useQueryClient();
+  const { t } = useTranslation();
+
+  return useMutation<IAiRoleImportResult, Error, IAiRoleImportPayload>({
+    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,
+          },
+        ),
+      });
+      // Surface partial failures (e.g. unique-name races) as a red warning.
+      if (result.errors.length > 0) {
+        notifications.show({
+          color: "red",
+          message: t("Failed to import {{count}} role(s)", {
+            count: result.errors.length,
+          }),
+        });
+      }
+      queryClient.invalidateQueries({ queryKey: AI_ROLES_RQ_KEY });
+      // Imported roles can appear in the chat picker / badges.
+      queryClient.invalidateQueries({ queryKey: AI_CHATS_RQ_KEY });
+    },
+    onError: (error) => {
+      const message = error["response"]?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    },
+  });
+}
+
+export function useUpdateAiRoleFromCatalogMutation() {
+  const queryClient = useQueryClient();
+  const { t } = useTranslation();
+
+  return useMutation<IAiRoleUpdateFromCatalogResult, Error, string>({
+    mutationFn: (id) => updateAiRoleFromCatalog(id),
+    onSuccess: (result) => {
+      // The server returns updated:false with a reason for a no-op (already
+      // up to date / removed from catalog / language no longer offered). Map
+      // each reason to a specific message instead of a generic "up to date".
+      // Narrow the discriminated union via `"reason" in result` (the `updated`
+      // boolean discriminant does not narrow under this project's
+      // strictNullChecks:false). Inside the branch, `reason` is the typed literal
+      // union, so the comparisons below are compiler-checked.
+      let message: string;
+      if (!("reason" in result)) {
+        message = t("Updated to the latest version");
+      } else if (result.reason === "not-in-catalog") {
+        message = t("This role is no longer in the catalog");
+      } else if (result.reason === "language-unavailable") {
+        message = t("This language is no longer available in the catalog");
+      } else {
+        // "up-to-date" (the only remaining reason).
+        message = t("Already up to date");
+      }
+      notifications.show({ message });
+      queryClient.invalidateQueries({ queryKey: AI_ROLES_RQ_KEY });
+      // The role badge denormalized onto the chat list may have changed.
+      queryClient.invalidateQueries({ queryKey: AI_CHATS_RQ_KEY });
+    },
+    onError: (error) => {
+      const message = error["response"]?.data?.message;
+      notifications.show({
+        message: message ?? t("Failed to update data"),
+        color: "red",
+      });
+    },
+  });
+}

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

@@ -0,0 +1,106 @@
+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 { IAiRoleImportResult } from "@/features/ai-chat/types/ai-chat.types.ts";
+
+// `useImportAiRolesFromCatalogMutation` always shows an Imported/renamed/skipped
+// summary, and ADDITIONALLY a red "Failed to import N role(s)" notification when
+// the result carries partial errors. These tests pin both branches via
+// renderHook with a mocked service (twin precedent:
+// update-from-catalog-message.test.tsx).
+
+const notificationsShowMock = vi.fn();
+vi.mock("@mantine/notifications", () => ({
+  notifications: { show: (opts: unknown) => notificationsShowMock(opts) },
+}));
+
+// `t` echoes the key with interpolated values so we assert against the exact
+// English message strings (mirrors react-i18next's default interpolation).
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({
+    t: (key: string, vars?: Record<string, unknown>) =>
+      vars
+        ? key.replace(/\{\{(\w+)\}\}/g, (_m, name) => String(vars[name]))
+        : key,
+  }),
+}));
+
+vi.mock("@/features/ai-chat/services/ai-chat-service.ts", () => ({
+  importAiRolesFromCatalog: vi.fn(),
+  // Other named exports referenced by ai-chat-query.ts must exist on the mock so
+  // the module import resolves; they are unused by these tests.
+  createAiRole: vi.fn(),
+  deleteAiChat: vi.fn(),
+  deleteAiRole: vi.fn(),
+  getAiChatMessages: vi.fn(),
+  getAiChats: vi.fn(),
+  getAiRoleCatalog: vi.fn(),
+  getAiRoleCatalogBundle: vi.fn(),
+  getAiRoles: vi.fn(),
+  renameAiChat: vi.fn(),
+  updateAiRole: vi.fn(),
+  updateAiRoleFromCatalog: vi.fn(),
+}));
+
+import { importAiRolesFromCatalog } from "@/features/ai-chat/services/ai-chat-service.ts";
+import { useImportAiRolesFromCatalogMutation } from "@/features/ai-chat/queries/ai-chat-query.ts";
+
+function createWrapper() {
+  const queryClient = new QueryClient({
+    defaultOptions: { queries: { retry: false }, mutations: { retry: false } },
+  });
+  return function Wrapper({ children }: { children: React.ReactNode }) {
+    return (
+      <QueryClientProvider client={queryClient}>{children}</QueryClientProvider>
+    );
+  };
+}
+
+async function runMutation(result: IAiRoleImportResult) {
+  vi.mocked(importAiRolesFromCatalog).mockResolvedValue(result);
+  const { result: hook } = renderHook(
+    () => useImportAiRolesFromCatalogMutation(),
+    { wrapper: createWrapper() },
+  );
+  hook.current.mutate({
+    bundleId: "general",
+    language: "en",
+    conflict: "rename",
+  });
+  await waitFor(() => expect(hook.current.isSuccess).toBe(true));
+}
+
+describe("useImportAiRolesFromCatalogMutation — success notifications", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it("errors:[] -> only the summary notification (counts interpolated)", async () => {
+    await runMutation({ created: 3, renamed: 1, skipped: 2, errors: [] });
+    expect(notificationsShowMock).toHaveBeenCalledTimes(1);
+    expect(notificationsShowMock).toHaveBeenCalledWith({
+      message: "Imported 3, renamed 1, skipped 2",
+    });
+  });
+
+  it("errors.length > 0 -> summary PLUS the red failure notification", async () => {
+    await runMutation({
+      created: 1,
+      renamed: 0,
+      skipped: 0,
+      errors: [
+        { slug: "a", message: "name taken" },
+        { slug: "b", message: "name taken" },
+      ],
+    });
+    expect(notificationsShowMock).toHaveBeenCalledTimes(2);
+    expect(notificationsShowMock).toHaveBeenNthCalledWith(1, {
+      message: "Imported 1, renamed 0, skipped 0",
+    });
+    expect(notificationsShowMock).toHaveBeenNthCalledWith(2, {
+      color: "red",
+      message: "Failed to import 2 role(s)",
+    });
+  });
+});

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

@@ -0,0 +1,100 @@
+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 { IAiRoleUpdateFromCatalogResult } from "@/features/ai-chat/types/ai-chat.types.ts";
+
+// `useUpdateAiRoleFromCatalogMutation` maps the server's discriminated result to
+// a user-facing notification message. These tests pin each of the four branches
+// (updated / not-in-catalog / language-unavailable / up-to-date) via renderHook
+// with a mocked service (precedent: share-query.null-normalization.test.tsx).
+
+const notificationsShowMock = vi.fn();
+vi.mock("@mantine/notifications", () => ({
+  notifications: { show: (opts: unknown) => notificationsShowMock(opts) },
+}));
+
+// `t` echoes the key so we assert against the exact English message strings.
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({ t: (key: string) => key }),
+}));
+
+vi.mock("@/features/ai-chat/services/ai-chat-service.ts", () => ({
+  updateAiRoleFromCatalog: vi.fn(),
+  // Other named exports referenced by ai-chat-query.ts must exist on the mock so
+  // the module import resolves; they are unused by these tests.
+  createAiRole: vi.fn(),
+  deleteAiChat: vi.fn(),
+  deleteAiRole: vi.fn(),
+  getAiChatMessages: vi.fn(),
+  getAiChats: vi.fn(),
+  getAiRoleCatalog: vi.fn(),
+  getAiRoleCatalogBundle: vi.fn(),
+  getAiRoles: vi.fn(),
+  importAiRolesFromCatalog: vi.fn(),
+  renameAiChat: vi.fn(),
+  updateAiRole: vi.fn(),
+}));
+
+import { updateAiRoleFromCatalog } from "@/features/ai-chat/services/ai-chat-service.ts";
+import { useUpdateAiRoleFromCatalogMutation } from "@/features/ai-chat/queries/ai-chat-query.ts";
+
+function createWrapper() {
+  const queryClient = new QueryClient({
+    defaultOptions: { queries: { retry: false }, mutations: { retry: false } },
+  });
+  return function Wrapper({ children }: { children: React.ReactNode }) {
+    return (
+      <QueryClientProvider client={queryClient}>{children}</QueryClientProvider>
+    );
+  };
+}
+
+async function runMutation(result: IAiRoleUpdateFromCatalogResult) {
+  vi.mocked(updateAiRoleFromCatalog).mockResolvedValue(result);
+  const { result: hook } = renderHook(
+    () => useUpdateAiRoleFromCatalogMutation(),
+    { wrapper: createWrapper() },
+  );
+  hook.current.mutate("role-1");
+  await waitFor(() => expect(hook.current.isSuccess).toBe(true));
+}
+
+describe("useUpdateAiRoleFromCatalogMutation — reason → message", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+  });
+
+  it("updated:true -> 'Updated to the latest version'", async () => {
+    await runMutation({
+      updated: true,
+      fromVersion: 1,
+      toVersion: 2,
+      role: { id: "role-1" } as never,
+    });
+    expect(notificationsShowMock).toHaveBeenCalledWith({
+      message: "Updated to the latest version",
+    });
+  });
+
+  it("not-in-catalog -> 'This role is no longer in the catalog'", async () => {
+    await runMutation({ updated: false, reason: "not-in-catalog" });
+    expect(notificationsShowMock).toHaveBeenCalledWith({
+      message: "This role is no longer in the catalog",
+    });
+  });
+
+  it("language-unavailable -> 'This language is no longer available in the catalog'", async () => {
+    await runMutation({ updated: false, reason: "language-unavailable" });
+    expect(notificationsShowMock).toHaveBeenCalledWith({
+      message: "This language is no longer available in the catalog",
+    });
+  });
+
+  it("up-to-date -> 'Already up to date'", async () => {
+    await runMutation({ updated: false, reason: "up-to-date" });
+    expect(notificationsShowMock).toHaveBeenCalledWith({
+      message: "Already up to date",
+    });
+  });
+});

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

@@ -5,9 +5,15 @@ import {
   IAiChatListParams,
   IAiChatMessageRow,
   IAiChatMessagesParams,
+  IAiChatRunResponse,
   IAiRole,
+  IAiRoleCatalog,
+  IAiRoleCatalogBundle,
   IAiRoleCreate,
+  IAiRoleImportPayload,
+  IAiRoleImportResult,
   IAiRoleUpdate,
+  IAiRoleUpdateFromCatalogResult,
 } from "@/features/ai-chat/types/ai-chat.types.ts";
 
 /**
@@ -37,6 +43,34 @@ 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;
+}
+
+/**
+ * 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.
+ */
+export async function getBoundChat(pageId: string): Promise<string | null> {
+  const req = await api.post<{ chatId: string | null }>("/ai-chat/bound-chat", {
+    pageId,
+  });
+  return req.data.chatId;
+}
+
 /** Rename a chat. */
 export async function renameAiChat(data: {
   chatId: string;
@@ -112,3 +146,54 @@ export async function deleteAiRole(id: string): Promise<{ success: true }> {
   });
   return req.data;
 }
+
+/**
+ * Role catalog API (`/ai-chat/roles/*`, admin-only — the server enforces this).
+ * Browse a curated catalog, import roles/bundles into the workspace, and update
+ * an imported role when the catalog ships a newer version. Same `{ data }`
+ * unwrap convention as above.
+ */
+
+/** Browse the catalog, optionally localized to `language`. */
+export async function getAiRoleCatalog(
+  language?: string,
+): Promise<IAiRoleCatalog> {
+  const req = await api.post<IAiRoleCatalog>("/ai-chat/roles/catalog", {
+    language,
+  });
+  return req.data;
+}
+
+/** Open one catalog bundle in a language (role content + versions). */
+export async function getAiRoleCatalogBundle(
+  bundleId: string,
+  language: string,
+): Promise<IAiRoleCatalogBundle> {
+  const req = await api.post<IAiRoleCatalogBundle>(
+    "/ai-chat/roles/catalog/bundle",
+    { bundleId, language },
+  );
+  return req.data;
+}
+
+/** Import roles from a catalog bundle into the workspace (admin). */
+export async function importAiRolesFromCatalog(
+  payload: IAiRoleImportPayload,
+): Promise<IAiRoleImportResult> {
+  const req = await api.post<IAiRoleImportResult>(
+    "/ai-chat/roles/import",
+    payload,
+  );
+  return req.data;
+}
+
+/** Update an already-imported role from its catalog source (admin). */
+export async function updateAiRoleFromCatalog(
+  id: string,
+): Promise<IAiRoleUpdateFromCatalogResult> {
+  const req = await api.post<IAiRoleUpdateFromCatalogResult>(
+    "/ai-chat/roles/update-from-catalog",
+    { id },
+  );
+  return req.data;
+}

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

@@ -57,10 +57,79 @@ export interface IAiRole {
   autoStart: boolean;
   // Custom auto-start text; null/empty => the default launch message is sent.
   launchMessage: string | null;
+  // Catalog origin of an imported role, or null for a manually-created one.
+  // Admin-only (present only in the admin list view); the picker view omits it.
+  // The admin UI compares `version` against the catalog to offer an update.
+  source?: { slug: string; language: string; version: number } | null;
   createdAt?: string;
   updatedAt?: string;
 }
 
+/** One bundle's summary in the catalog index (mirrors `getCatalog().bundles[]`). */
+export interface IAiRoleCatalogBundleSummary {
+  id: string;
+  name: string;
+  description: string | null;
+  languages: string[];
+  roles: { slug: string; version: number }[];
+}
+
+/** The browsable catalog index (mirrors `getCatalog()`). */
+export interface IAiRoleCatalog {
+  languages: string[];
+  bundles: IAiRoleCatalogBundleSummary[];
+}
+
+/** A single role inside an opened catalog bundle (localized content + version). */
+export interface IAiRoleCatalogRole {
+  slug: string;
+  emoji: string | null;
+  name: string;
+  description: string | null;
+  instructions: string;
+  autoStart: boolean;
+  launchMessage: string | null;
+  version: number;
+}
+
+/** An opened catalog bundle (mirrors `getCatalogBundle()`). */
+export interface IAiRoleCatalogBundle {
+  bundleId: string;
+  language: string;
+  roles: IAiRoleCatalogRole[];
+}
+
+/** Import payload (mirrors the server `ImportFromCatalogDto`). */
+export interface IAiRoleImportPayload {
+  bundleId: string;
+  language: string;
+  // Omitted => import the whole bundle; otherwise only these slugs.
+  slugs?: string[];
+  conflict: "skip" | "rename";
+}
+
+/** Import result counts (mirrors `importFromCatalog()`). */
+export interface IAiRoleImportResult {
+  created: number;
+  skipped: number;
+  renamed: number;
+  errors: { slug: string; message: string }[];
+}
+
+/**
+ * Update-from-catalog result (mirrors the server `updateFromCatalog()`). A
+ * discriminated union on `updated`: a no-op carries a typed `reason` the UI maps
+ * to a specific message; a successful update carries the version bump + new role.
+ * Keeping the union (not a widened `reason?: string`) lets the consumer's literal
+ * comparisons be compiler-checked.
+ */
+export type IAiRoleUpdateFromCatalogResult =
+  | {
+      updated: false;
+      reason: "not-in-catalog" | "up-to-date" | "language-unavailable";
+    }
+  | { updated: true; fromVersion: number; toVersion: number; role: IAiRole };
+
 /** Admin create payload for a role. */
 export interface IAiRoleCreate {
   name: string;
@@ -131,6 +200,38 @@ 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-role-install-state.test.ts

@@ -0,0 +1,107 @@
+import { describe, it, expect } from "vitest";
+import { catalogRoleInstallState } from "./catalog-role-install-state.ts";
+import type { IAiRole } from "@/features/ai-chat/types/ai-chat.types.ts";
+
+// Build a workspace role with a catalog source. Fields irrelevant to the
+// install-state decision are filled with harmless defaults.
+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,
+  };
+}
+
+const catalogRole = { slug: "writer", version: 3 };
+
+// Mirrors the role-launch.ts precedent: the modal's role-state computation is a
+// pure function so the import/installed/update decision is testable directly.
+describe("catalogRoleInstallState", () => {
+  it("no matching installed role -> import", () => {
+    const result = catalogRoleInstallState(catalogRole, [], "en");
+    expect(result).toEqual({ state: "import" });
+  });
+
+  it("same slug + language, installed version > catalog -> installed", () => {
+    const installed = installedRole({
+      slug: "writer",
+      language: "en",
+      version: 5,
+    });
+    const result = catalogRoleInstallState(catalogRole, [installed], "en");
+    expect(result).toEqual({ state: "installed", installed });
+  });
+
+  it("same slug + language, installed version == catalog -> installed", () => {
+    const installed = installedRole({
+      slug: "writer",
+      language: "en",
+      version: 3,
+    });
+    const result = catalogRoleInstallState(catalogRole, [installed], "en");
+    expect(result).toEqual({ state: "installed", installed });
+  });
+
+  it("same slug + language, installed version < catalog -> update (from/to)", () => {
+    const installed = installedRole({
+      slug: "writer",
+      language: "en",
+      version: 1,
+    });
+    const result = catalogRoleInstallState(catalogRole, [installed], "en");
+    expect(result).toEqual({
+      state: "update",
+      installed,
+      fromVersion: 1,
+      toVersion: 3,
+    });
+  });
+
+  it("same slug but DIFFERENT language -> import (a separate install)", () => {
+    // 'writer' is installed in 'ru'; browsing the 'en' catalog must offer it as a
+    // fresh import, not treat the ru copy as already installed.
+    const installed = installedRole({
+      slug: "writer",
+      language: "ru",
+      version: 5,
+    });
+    const result = catalogRoleInstallState(catalogRole, [installed], "en");
+    expect(result).toEqual({ state: "import" });
+  });
+
+  it("matches the right language when the same slug is installed in several", () => {
+    const ru = installedRole(
+      { slug: "writer", language: "ru", version: 5 },
+      { id: "ru-role" },
+    );
+    const en = installedRole(
+      { slug: "writer", language: "en", version: 1 },
+      { id: "en-role" },
+    );
+    const result = catalogRoleInstallState(catalogRole, [ru, en], "en");
+    expect(result).toEqual({
+      state: "update",
+      installed: en,
+      fromVersion: 1,
+      toVersion: 3,
+    });
+  });
+
+  it("ignores manually-created roles (no source) sharing the name", () => {
+    const manual = installedRole(
+      { slug: "writer", language: "en", version: 9 },
+      { source: null },
+    );
+    const result = catalogRoleInstallState(catalogRole, [manual], "en");
+    expect(result).toEqual({ state: "import" });
+  });
+});

apps/client/src/features/ai-chat/utils/catalog-role-install-state.ts

@@ -0,0 +1,49 @@
+import type {
+  IAiRole,
+  IAiRoleCatalogRole,
+} from "@/features/ai-chat/types/ai-chat.types.ts";
+
+/**
+ * The install state of a single catalog role relative to the workspace's
+ * existing roles. Extracted as a pure function so the catalog modal's role-state
+ * computation is unit-testable without mounting the component (mirrors the
+ * `roleLaunchMessage` precedent in role-launch.ts).
+ *
+ * A catalog role is matched to an installed role by BOTH `source.slug` and
+ * `source.language`: the same slug in a different language is a separate install
+ * (so it shows as "import", not "installed"). When matched, the installed source
+ * version decides the state:
+ *   - no match                          -> "import"
+ *   - matched & installed version >= catalog version -> "installed"
+ *   - matched & installed version <  catalog version -> "update" (from -> to)
+ */
+export type CatalogRoleInstallState =
+  | { state: "import" }
+  | { state: "installed"; installed: IAiRole }
+  | {
+      state: "update";
+      installed: IAiRole;
+      fromVersion: number;
+      toVersion: number;
+    };
+
+export function catalogRoleInstallState(
+  role: Pick<IAiRoleCatalogRole, "slug" | "version">,
+  workspaceRoles: IAiRole[],
+  language: string,
+): CatalogRoleInstallState {
+  const installed = workspaceRoles.find(
+    (r) => r.source?.slug === role.slug && r.source?.language === language,
+  );
+  if (!installed) return { state: "import" };
+  const fromVersion = installed.source?.version ?? 0;
+  if (fromVersion >= role.version) {
+    return { state: "installed", installed };
+  }
+  return {
+    state: "update",
+    installed,
+    fromVersion,
+    toVersion: role.version,
+  };
+}

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

@@ -0,0 +1,104 @@
+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,
+  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("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 +1,71 @@
+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;
+}
+
+/**
+ * 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/editor/atoms/editor-atoms.ts

@@ -10,8 +10,6 @@ export const readOnlyEditorAtom = atom<Editor | null>(null);
 
 export const yjsConnectionStatusAtom = atom<string>("");
 
-export const showAiMenuAtom = atom(false);
-
 export const showLinkMenuAtom = atom(false);
 
 // Current page's edit mode — initialized from the user's saved preference on

apps/client/src/features/editor/components/bubble-menu/bubble-menu.tsx

@@ -9,11 +9,10 @@ import {
   IconStrikethrough,
   IconUnderline,
   IconMessage,
-  IconSparkles,
 } from "@tabler/icons-react";
 import clsx from "clsx";
 import classes from "./bubble-menu.module.css";
-import { ActionIcon, Button, rem, Tooltip } from "@mantine/core";
+import { ActionIcon, rem, Tooltip } from "@mantine/core";
 import { ColorSelector } from "./color-selector";
 import { NodeSelector } from "./node-selector";
 import { TextAlignmentSelector } from "./text-alignment-selector";
@@ -26,8 +25,8 @@ import { v7 as uuid7 } from "uuid";
 import { isCellSelection, isTextSelected } from "@docmost/editor-ext";
 import { LinkSelector } from "@/features/editor/components/bubble-menu/link-selector.tsx";
 import { useTranslation } from "react-i18next";
-import { showAiMenuAtom, showLinkMenuAtom } from "@/features/editor/atoms/editor-atoms";
+import { showLinkMenuAtom } from "@/features/editor/atoms/editor-atoms";
-import { userAtom, workspaceAtom } from "@/features/user/atoms/current-user-atom";
+import { userAtom } from "@/features/user/atoms/current-user-atom";
 
 export interface BubbleMenuItem {
   name: string;
@@ -44,16 +43,12 @@ type EditorBubbleMenuProps = Omit<BubbleMenuProps, "children" | "editor"> & {
 export const EditorBubbleMenu: FC<EditorBubbleMenuProps> = (props) => {
   const { templateMode = false } = props;
   const { t } = useTranslation();
-  const [showAiMenu, setShowAiMenu] = useAtom(showAiMenuAtom);
   const [showCommentPopup, setShowCommentPopup] = useAtom(showCommentPopupAtom);
-  const workspace = useAtomValue(workspaceAtom);
-  const isGenerativeAiEnabled = workspace?.settings?.ai?.generative === true;
   const user = useAtomValue(userAtom);
   const editorToolbarEnabled =
     user?.settings?.preferences?.editorToolbar ?? false;
   const [, setDraftCommentId] = useAtom(draftCommentIdAtom);
   const showCommentPopupRef = useRef(showCommentPopup);
-  const showAiMenuRef = useRef(showAiMenu);
   const [showLinkMenu] = useAtom(showLinkMenuAtom);
   const showLinkMenuRef = useRef(showLinkMenu);
 
@@ -61,10 +56,6 @@ export const EditorBubbleMenu: FC<EditorBubbleMenuProps> = (props) => {
     showCommentPopupRef.current = showCommentPopup;
   }, [showCommentPopup]);
 
-  useEffect(() => {
-    showAiMenuRef.current = showAiMenu;
-  }, [showAiMenu]);
-
   useEffect(() => {
     showLinkMenuRef.current = showLinkMenu;
   }, [showLinkMenu]);
@@ -145,7 +136,6 @@ export const EditorBubbleMenu: FC<EditorBubbleMenuProps> = (props) => {
         empty ||
         isNodeSelection(selection) ||
         isCellSelection(selection) ||
-        showAiMenuRef.current ||
         showLinkMenuRef.current ||
         showCommentPopupRef?.current
       ) {
@@ -168,8 +158,8 @@ export const EditorBubbleMenu: FC<EditorBubbleMenuProps> = (props) => {
   const [isTextAlignmentSelectorOpen, setIsTextAlignmentOpen] = useState(false);
   const [isColorSelectorOpen, setIsColorSelectorOpen] = useState(false);
 
-  // Hide the bubble menu immediately when AI menu is shown
+  // Hide the bubble menu immediately when the link menu is shown
-  if (showAiMenu || showLinkMenu) return;
+  if (showLinkMenu) return;
 
   return (
     <BubbleMenu
@@ -177,22 +167,6 @@ export const EditorBubbleMenu: FC<EditorBubbleMenuProps> = (props) => {
       style={{ zIndex: 199, position: "relative" }}
     >
       <div className={classes.bubbleMenu}>
-        {isGenerativeAiEnabled && (
-          <>
-            <Button
-              variant="default"
-              className={clsx(classes.buttonRoot)}
-              radius="0"
-              leftSection={<IconSparkles size={16} />}
-              onClick={() => {
-                setShowAiMenu(true);
-              }}
-            >
-              {t("Ask AI")}
-            </Button>
-            <div className={classes.divider} />
-          </>
-        )}
         {!editorToolbarEnabled && (
           <>
             <NodeSelector

apps/client/src/features/editor/components/emoji-menu/utils.test.ts

@@ -0,0 +1,100 @@
+import { describe, it, expect, beforeEach } from "vitest";
+import {
+  sortFrequentlyUsedEmoji,
+  getFrequentlyUsedEmoji,
+  LOCAL_STORAGE_FREQUENT_KEY,
+} from "./utils";
+
+describe("sortFrequentlyUsedEmoji", () => {
+  it("orders known emoji by descending usage count", async () => {
+    const result = await sortFrequentlyUsedEmoji({
+      rocket: 1,
+      joy: 9,
+      heart_eyes: 5,
+    });
+    expect(result.map((e) => e.id)).toEqual(["joy", "heart_eyes", "rocket"]);
+  });
+
+  it("caps the result at the top 5 most frequent", async () => {
+    const result = await sortFrequentlyUsedEmoji({
+      rocket: 1,
+      joy: 2,
+      heart_eyes: 3,
+      grinning: 4,
+      laughing: 5,
+      scream: 6,
+      sweat_smile: 7,
+    });
+    expect(result).toHaveLength(5);
+    // Highest counts retained, lowest (rocket:1, joy:2) dropped.
+    expect(result.map((e) => e.id)).toEqual([
+      "sweat_smile",
+      "scream",
+      "laughing",
+      "grinning",
+      "heart_eyes",
+    ]);
+  });
+
+  it("drops ids that have no matching emoji in the index", async () => {
+    const result = await sortFrequentlyUsedEmoji({
+      __definitely_not_a_real_emoji_id__: 100,
+      rocket: 1,
+    });
+    expect(result.map((e) => e.id)).toEqual(["rocket"]);
+  });
+
+  it("maps each entry to its native glyph and a command", async () => {
+    const [entry] = await sortFrequentlyUsedEmoji({ rocket: 5 });
+    expect(entry.id).toBe("rocket");
+    expect(typeof entry.emoji).toBe("string");
+    expect(entry.emoji.length).toBeGreaterThan(0);
+    expect(typeof entry.command).toBe("function");
+  });
+
+  it("returns an empty list for empty input", async () => {
+    expect(await sortFrequentlyUsedEmoji({})).toEqual([]);
+  });
+});
+
+describe("getFrequentlyUsedEmoji", () => {
+  beforeEach(() => {
+    localStorage.clear();
+  });
+
+  it("falls back to the default map when nothing is stored", () => {
+    const result = getFrequentlyUsedEmoji();
+    expect(result["+1"]).toBe(10);
+    expect(result["rocket"]).toBe(1);
+  });
+
+  it("parses a valid stored JSON map", () => {
+    localStorage.setItem(
+      LOCAL_STORAGE_FREQUENT_KEY,
+      JSON.stringify({ rocket: 42 }),
+    );
+    expect(getFrequentlyUsedEmoji()).toEqual({ rocket: 42 });
+  });
+
+  // BUG (issue #204, Phase 2): getFrequentlyUsedEmoji() does an unprotected
+  // JSON.parse() of the raw localStorage value. A corrupt value (e.g. truncated
+  // by a crash, or written by another tab/extension) makes the emoji menu throw
+  // on open instead of degrading gracefully to the default set.
+  //
+  // Documented with it.fails: this asserts the DESIRED behavior (return a sane
+  // default, never throw). It currently FAILS because the function throws —
+  // flip to `it()` once utils.ts guards the JSON.parse.
+  it.fails(
+    "should degrade to a sane default on corrupt localStorage (currently throws)",
+    () => {
+      localStorage.setItem(LOCAL_STORAGE_FREQUENT_KEY, "{not valid json");
+      let result: Record<string, number> | undefined;
+      expect(() => {
+        result = getFrequentlyUsedEmoji();
+      }).not.toThrow();
+      // Should hand back a usable, non-empty map rather than nothing.
+      expect(result).toBeTruthy();
+      expect(Object.keys(result ?? {}).length).toBeGreaterThan(0);
+    },
+  );
+});

apps/client/src/features/editor/components/fixed-toolbar/fixed-toolbar.tsx

@@ -12,8 +12,6 @@ import { MediaGroup } from "./groups/media-group";
 import { QuickInsertsGroup } from "./groups/quick-inserts-group";
 import { MoreInsertsGroup } from "./groups/more-inserts-group";
 import { HistoryGroup } from "./groups/history-group";
-import { AskAiGroup } from "./groups/ask-ai-group";
-import { workspaceAtom } from "@/features/user/atoms/current-user-atom";
 import classes from "./fixed-toolbar.module.css";
 
 type FixedToolbarProps = {
@@ -28,8 +26,6 @@ export const FixedToolbar: FC<FixedToolbarProps> = ({
   const editorFromAtom = useAtomValue(pageEditorAtom);
   const editor = editorProp ?? editorFromAtom;
   const state = useToolbarState(editor);
-  const workspace = useAtomValue(workspaceAtom);
-  const isGenerativeAiEnabled = workspace?.settings?.ai?.generative === true;
 
   if (!editor || !state) return null;
 
@@ -43,12 +39,6 @@ export const FixedToolbar: FC<FixedToolbarProps> = ({
         onMouseDown={(e) => e.preventDefault()}
       >
         <div className={classes.inner}>
-          {/* {isGenerativeAiEnabled && (
-            <>
-              <AskAiGroup />
-              <div className={classes.divider} />
-            </>
-          )} */}
           <BlockTypeGroup editor={editor} />
           <div className={classes.divider} />
           <InlineMarksGroup editor={editor} state={state} />

apps/client/src/features/editor/components/fixed-toolbar/groups/ask-ai-group.tsx

@@ -1,23 +0,0 @@
-import { FC } from "react";
-import { Button } from "@mantine/core";
-import { IconSparkles } from "@tabler/icons-react";
-import { useSetAtom } from "jotai";
-import { useTranslation } from "react-i18next";
-import { showAiMenuAtom } from "@/features/editor/atoms/editor-atoms";
-
-export const AskAiGroup: FC = () => {
-  const { t } = useTranslation();
-  const setShowAiMenu = useSetAtom(showAiMenuAtom);
-
-  return (
-    <Button
-      variant="subtle"
-      color="dark"
-      size="xs"
-      leftSection={<IconSparkles size={14} />}
-      onClick={() => setShowAiMenu(true)}
-    >
-      {t("Ask AI")}
-    </Button>
-  );
-};

apps/client/src/features/editor/components/fixed-toolbar/groups/generate-title-group.tsx

@@ -13,7 +13,7 @@ interface Props {
 /**
  * AI "generate title" button (#199). Reads the live editor content and applies a
  * model-suggested title immediately. Rendered in the page byline, only in edit
- * mode and when the workspace's generative AI flag is on.
+ * mode and when the workspace's AI chat flag is on.
  */
 export const GenerateTitleGroup: FC<Props> = ({
   pageId,

apps/client/src/features/editor/components/table/handle/lib/sort-cells.test.ts

@@ -0,0 +1,163 @@
+import { describe, it, expect } from "vitest";
+import type { Node as ProseMirrorNode } from "@tiptap/pm/model";
+import {
+  isHeaderCell,
+  sortItems,
+  weaveItems,
+  type SortableItem,
+} from "./sort-cells";
+
+// isHeaderCell only reads node.type.name and node.attrs?.header, so a minimal
+// duck-typed node is sufficient (no real ProseMirror schema needed).
+function fakeNode(typeName: string, attrs: Record<string, unknown> = {}) {
+  return { type: { name: typeName }, attrs } as unknown as ProseMirrorNode;
+}
+
+function item<T>(
+  payload: T,
+  text: string,
+  originalOrder: number,
+  opts: { isHeader?: boolean; isEmpty?: boolean } = {},
+): SortableItem<T> {
+  return {
+    payload,
+    text,
+    originalOrder,
+    isHeader: opts.isHeader ?? false,
+    isEmpty: opts.isEmpty ?? text.trim() === "",
+  };
+}
+
+describe("isHeaderCell", () => {
+  it("recognizes the tableHeader node type", () => {
+    expect(isHeaderCell(fakeNode("tableHeader"))).toBe(true);
+  });
+
+  it("recognizes the snake_case table_header node type", () => {
+    expect(isHeaderCell(fakeNode("table_header"))).toBe(true);
+  });
+
+  it("treats a plain cell with header:true attr as a header", () => {
+    expect(isHeaderCell(fakeNode("tableCell", { header: true }))).toBe(true);
+  });
+
+  it("returns false for a regular body cell", () => {
+    expect(isHeaderCell(fakeNode("tableCell", { header: false }))).toBe(false);
+    expect(isHeaderCell(fakeNode("tableCell"))).toBe(false);
+  });
+});
+
+describe("sortItems", () => {
+  it("sorts non-empty rows ascending using a base/numeric collator", () => {
+    const data = [
+      item("c", "cherry", 0),
+      item("a", "Apple", 1),
+      item("b", "banana", 2),
+    ];
+    expect(sortItems(data, "asc").map((i) => i.payload)).toEqual([
+      "a",
+      "b",
+      "c",
+    ]);
+  });
+
+  it("sorts descending when direction is desc", () => {
+    const data = [
+      item("a", "apple", 0),
+      item("b", "banana", 1),
+      item("c", "cherry", 2),
+    ];
+    expect(sortItems(data, "desc").map((i) => i.payload)).toEqual([
+      "c",
+      "b",
+      "a",
+    ]);
+  });
+
+  it("orders numerically, not lexically (numeric collator)", () => {
+    const data = [
+      item("ten", "10", 0),
+      item("two", "2", 1),
+      item("one", "1", 2),
+    ];
+    expect(sortItems(data, "asc").map((i) => i.payload)).toEqual([
+      "one",
+      "two",
+      "ten",
+    ]);
+  });
+
+  it("always pushes empty cells to the bottom regardless of direction", () => {
+    const data = [
+      item("empty", "", 0, { isEmpty: true }),
+      item("b", "banana", 1),
+      item("a", "apple", 2),
+    ];
+    const asc = sortItems(data, "asc");
+    expect(asc.map((i) => i.payload)).toEqual(["a", "b", "empty"]);
+    const desc = sortItems(data, "desc");
+    // Empty stays last even when the rest is reversed.
+    expect(desc[desc.length - 1].payload).toBe("empty");
+  });
+
+  it("keeps empty cells in their original relative order (stable)", () => {
+    const data = [
+      item("e1", "", 5, { isEmpty: true }),
+      item("e2", "", 2, { isEmpty: true }),
+      item("a", "apple", 9),
+    ];
+    const sorted = sortItems(data, "asc");
+    // e2 (originalOrder 2) before e1 (originalOrder 5).
+    expect(sorted.map((i) => i.payload)).toEqual(["a", "e2", "e1"]);
+  });
+
+  it("does not mutate the input array", () => {
+    const data = [item("b", "banana", 0), item("a", "apple", 1)];
+    const snapshot = data.map((i) => i.payload);
+    sortItems(data, "asc");
+    expect(data.map((i) => i.payload)).toEqual(snapshot);
+  });
+});
+
+describe("weaveItems", () => {
+  it("keeps header rows pinned in place and fills body slots from sorted data", () => {
+    const header = item("H", "Name", 0, { isHeader: true });
+    const all = [
+      header,
+      item("orig-b", "b", 1),
+      item("orig-a", "a", 2),
+    ];
+    const sortedBody = [item("orig-a", "a", 2), item("orig-b", "b", 1)];
+
+    const woven = weaveItems(all, sortedBody);
+    // Header never moves out of row 0...
+    expect(woven[0]).toBe(header);
+    // ...and the body positions are filled in sorted order.
+    expect(woven.slice(1).map((i) => i.payload)).toEqual(["orig-a", "orig-b"]);
+  });
+
+  it("does not consume body data for header positions (header stays at top)", () => {
+    const header = item("H", "head", 0, { isHeader: true });
+    const all = [header, item("x", "x", 1), item("y", "y", 2)];
+    const sortedBody = [item("y", "y", 2), item("x", "x", 1)];
+    const woven = weaveItems(all, sortedBody);
+    expect(woven[0].isHeader).toBe(true);
+    expect(woven.filter((i) => !i.isHeader).map((i) => i.payload)).toEqual([
+      "y",
+      "x",
+    ]);
+  });
+
+  it("interleaves correctly when a header sits between body rows", () => {
+    const header = item("H", "head", 1, { isHeader: true });
+    const all = [
+      item("b1", "b1", 0),
+      header,
+      item("b2", "b2", 2),
+    ];
+    const sortedBody = [item("b2", "b2", 2), item("b1", "b1", 0)];
+    const woven = weaveItems(all, sortedBody);
+    expect(woven.map((i) => i.payload)).toEqual(["b2", "H", "b1"]);
+    expect(woven[1]).toBe(header);
+  });
+});

apps/client/src/features/editor/editor-sync-state.test.ts

@@ -0,0 +1,32 @@
+import { describe, it, expect } from "vitest";
+import { WebSocketStatus } from "@hocuspocus/provider";
+import { isCollabSynced, isBodyEditable } from "./editor-sync-state";
+
+describe("isCollabSynced", () => {
+  it("is true only when Connected and synced", () => {
+    expect(isCollabSynced(WebSocketStatus.Connected, true)).toBe(true);
+  });
+
+  it("is false while connecting or not yet synced", () => {
+    expect(isCollabSynced(WebSocketStatus.Connecting, true)).toBe(false);
+    expect(isCollabSynced(WebSocketStatus.Connected, false)).toBe(false);
+    expect(isCollabSynced(WebSocketStatus.Disconnected, true)).toBe(false);
+  });
+});
+
+describe("isBodyEditable (pre-sync data-loss gate, #218)", () => {
+  const base = { editable: true, inEditMode: true, showStatic: false };
+
+  it("allows editing only after the static (pre-sync) phase ends", () => {
+    expect(isBodyEditable(base)).toBe(true);
+  });
+
+  it("never editable while the static read-only editor is shown", () => {
+    expect(isBodyEditable({ ...base, showStatic: true })).toBe(false);
+  });
+
+  it("honors read-only and view mode", () => {
+    expect(isBodyEditable({ ...base, editable: false })).toBe(false);
+    expect(isBodyEditable({ ...base, inEditMode: false })).toBe(false);
+  });
+});

apps/client/src/features/editor/editor-sync-state.ts

@@ -0,0 +1,32 @@
+import { WebSocketStatus } from "@hocuspocus/provider";
+
+/**
+ * The collab document is usable only once the provider is Connected AND has
+ * synced (both the local IndexedDB replica and the remote room). Until then the
+ * in-browser Y.Doc is empty/stale, so edits would either be dropped or clobber
+ * the server's authoritative doc when it finally arrives.
+ */
+export function isCollabSynced(
+  status: WebSocketStatus | string,
+  isSynced: boolean,
+): boolean {
+  return status === WebSocketStatus.Connected && isSynced;
+}
+
+/**
+ * Whether the page BODY editor may accept edits.
+ *
+ * `showStatic` is true during the pre-sync window (a read-only static editor is
+ * shown). Gating editability on `!showStatic` guarantees the body never becomes
+ * editable before the collab doc is synced, so early keystrokes on a freshly
+ * created page can't land only in local ProseMirror and then be lost when the
+ * server's initial empty doc syncs in (#218). Read-only and view modes are
+ * still honored via `editable`/`inEditMode`.
+ */
+export function isBodyEditable(opts: {
+  editable: boolean;
+  inEditMode: boolean;
+  showStatic: boolean;
+}): boolean {
+  return opts.editable && opts.inEditMode && !opts.showStatic;
+}

apps/client/src/features/editor/extensions/markdown-clipboard.canonicalize.test.ts

@@ -0,0 +1,168 @@
+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 { Node as PMNode, Fragment, Slice } from "@tiptap/pm/model";
+import {
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
+  FOOTNOTE_REFERENCE_NAME,
+  FOOTNOTE_DEFINITION_NAME,
+  FOOTNOTES_LIST_NAME,
+} from "@docmost/editor-ext";
+import { canonicalizePastedFootnotes } from "./markdown-clipboard";
+
+/**
+ * A markdown paste builds its ProseMirror fragment via DOM -> parseSlice and is
+ * applied with a manual transaction (handlePaste returns true), so it bypasses
+ * the editor's footnoteSyncPlugin — which never reorders an existing list. These
+ * tests pin canonicalizePastedFootnotes, the focused hook that makes a pasted
+ * out-of-order markdown footnote block come out canonical (issue #228).
+ */
+
+const extensions = [
+  Document,
+  Paragraph,
+  Text,
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
+];
+
+function makeSchema() {
+  const editor = new Editor({ extensions, content: { type: "doc", content: [] } });
+  const { schema } = editor;
+  return { editor, schema };
+}
+
+/** List footnote def ids of the (single) footnotesList in a slice, in order. */
+function listIds(slice: Slice): string[] {
+  const out: string[] = [];
+  slice.content.forEach((node: PMNode) => {
+    if (node.type.name === FOOTNOTES_LIST_NAME) {
+      node.content.forEach((def: PMNode) => {
+        if (def.type.name === FOOTNOTE_DEFINITION_NAME) out.push(def.attrs.id);
+      });
+    }
+  });
+  return out;
+}
+
+function hasList(slice: Slice): boolean {
+  let found = false;
+  slice.content.forEach((n: PMNode) => {
+    if (n.type.name === FOOTNOTES_LIST_NAME) found = true;
+  });
+  return found;
+}
+
+describe("canonicalizePastedFootnotes", () => {
+  it("reorders a pasted block to reference order, dedups reuse, drops orphans", () => {
+    const { editor, schema } = makeSchema();
+    // Body references c, a, b (and again a => reuse); definitions a, b, c, z
+    // (z is an orphan) — the exact shape a markdown paste produces.
+    const slice = new Slice(
+      Fragment.fromArray([
+        schema.nodes.paragraph.create(null, [
+          schema.text("body "),
+          schema.nodes[FOOTNOTE_REFERENCE_NAME].create({ id: "c" }),
+          schema.nodes[FOOTNOTE_REFERENCE_NAME].create({ id: "a" }),
+          schema.nodes[FOOTNOTE_REFERENCE_NAME].create({ id: "b" }),
+          schema.nodes[FOOTNOTE_REFERENCE_NAME].create({ id: "a" }),
+        ]),
+        schema.nodes[FOOTNOTES_LIST_NAME].create(null, [
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "a" }, [
+            schema.nodes.paragraph.create(null, [schema.text("note A")]),
+          ]),
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "b" }, [
+            schema.nodes.paragraph.create(null, [schema.text("note B")]),
+          ]),
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "c" }, [
+            schema.nodes.paragraph.create(null, [schema.text("note C")]),
+          ]),
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "z" }, [
+            schema.nodes.paragraph.create(null, [schema.text("orphan")]),
+          ]),
+        ]),
+      ]),
+      0,
+      0,
+    );
+
+    const out = canonicalizePastedFootnotes(slice, schema);
+    // Reference order, orphan z dropped, reused a appears once.
+    expect(listIds(out)).toEqual(["c", "a", "b"]);
+    editor.destroy();
+  });
+
+  it("leaves a reference-ONLY paste untouched (no synthesized definitions)", () => {
+    // A paste that reuses an id defined in the TARGET doc must NOT gain a
+    // synthesized empty definition here — it carries no footnotesList of its own.
+    const { editor, schema } = makeSchema();
+    const slice = new Slice(
+      Fragment.from(
+        schema.nodes.paragraph.create(null, [
+          schema.text("see "),
+          schema.nodes[FOOTNOTE_REFERENCE_NAME].create({ id: "a" }),
+        ]),
+      ),
+      0,
+      0,
+    );
+    const out = canonicalizePastedFootnotes(slice, schema);
+    expect(hasList(out)).toBe(false);
+    expect(out).toBe(slice); // returned unchanged (same reference)
+    editor.destroy();
+  });
+
+  it("leaves a definitions-ONLY paste untouched (no references -> no empty paste)", () => {
+    // A whole-block paste of ONLY definitions (a footnotesList with no matching
+    // footnoteReference anywhere in the selection). Canonicalizing it would strip
+    // the reference-less list -> an EMPTY paste, losing the pasted text. The hook
+    // must leave such a block untouched.
+    const { editor, schema } = makeSchema();
+    const slice = new Slice(
+      Fragment.fromArray([
+        schema.nodes[FOOTNOTES_LIST_NAME].create(null, [
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "a" }, [
+            schema.nodes.paragraph.create(null, [schema.text("note A")]),
+          ]),
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "b" }, [
+            schema.nodes.paragraph.create(null, [schema.text("note B")]),
+          ]),
+        ]),
+      ]),
+      0,
+      0,
+    );
+    const out = canonicalizePastedFootnotes(slice, schema);
+    expect(out).toBe(slice); // returned unchanged (same reference, content kept)
+    expect(listIds(out)).toEqual(["a", "b"]);
+    editor.destroy();
+  });
+
+  it("leaves an open (partial) slice untouched even if it carries a list", () => {
+    // An open slice (openStart/openEnd > 0) is a partial selection, not a
+    // standalone block, so it is returned as-is BEFORE any footnote handling.
+    const { editor, schema } = makeSchema();
+    const slice = new Slice(
+      Fragment.fromArray([
+        schema.nodes.paragraph.create(null, [
+          schema.nodes[FOOTNOTE_REFERENCE_NAME].create({ id: "a" }),
+        ]),
+        schema.nodes[FOOTNOTES_LIST_NAME].create(null, [
+          schema.nodes[FOOTNOTE_DEFINITION_NAME].create({ id: "a" }, [
+            schema.nodes.paragraph.create(null, [schema.text("A")]),
+          ]),
+        ]),
+      ]),
+      1,
+      1,
+    );
+    const out = canonicalizePastedFootnotes(slice, schema);
+    expect(out).toBe(slice);
+    editor.destroy();
+  });
+});

apps/client/src/features/editor/extensions/markdown-clipboard.test.ts

@@ -0,0 +1,126 @@
+import { describe, it, expect } from "vitest";
+import { normalizeTableColumnWidths } from "./markdown-clipboard";
+
+// normalizeTableColumnWidths mutates a DOM subtree (jsdom provides document).
+function root(html: string): HTMLElement {
+  const div = document.createElement("div");
+  div.innerHTML = html;
+  return div;
+}
+
+function firstRowColWidths(container: HTMLElement): (string | null)[] {
+  const row = container.querySelector("tr");
+  return Array.from(row?.children ?? []).map((c) =>
+    c.getAttribute("colwidth"),
+  );
+}
+
+describe("normalizeTableColumnWidths", () => {
+  // The core "squash столбцов вставленной таблицы" concern: markdown has no
+  // widths, so every pasted table would otherwise render at table-layout:fixed
+  // / 100% and squash columns. This stamps an explicit per-column px width.
+  it("stamps the default px width on every column when no widths are present", () => {
+    const container = root(
+      "<table><tbody><tr><td>a</td><td>b</td><td>c</td></tr></tbody></table>",
+    );
+    normalizeTableColumnWidths(container);
+    expect(firstRowColWidths(container)).toEqual(["150", "150", "150"]);
+  });
+
+  it("derives column widths from a colgroup", () => {
+    const container = root(
+      "<table>" +
+        '<colgroup><col style="width:200px"><col style="width:80px"></colgroup>' +
+        "<tbody><tr><td>a</td><td>b</td></tr></tbody>" +
+        "</table>",
+    );
+    normalizeTableColumnWidths(container);
+    expect(firstRowColWidths(container)).toEqual(["200", "80"]);
+  });
+
+  it("derives column widths from per-cell width attributes", () => {
+    const container = root(
+      '<table><tbody><tr><td width="120">a</td><td width="90">b</td></tr></tbody></table>',
+    );
+    normalizeTableColumnWidths(container);
+    expect(firstRowColWidths(container)).toEqual(["120", "90"]);
+  });
+
+  it("derives column widths from a cell style:width:px", () => {
+    const container = root(
+      '<table><tbody><tr><td style="width:140px">a</td><td>b</td></tr></tbody></table>',
+    );
+    normalizeTableColumnWidths(container);
+    // First cell width parsed; a fully-unmeasured column is left untouched
+    // (the 100 fallback only fills in NULL gaps inside an otherwise-measured
+    // multi-column slice, e.g. a colspan).
+    expect(firstRowColWidths(container)).toEqual(["140", null]);
+  });
+
+  it("fills a null gap inside a measured colspanned slice with 100", () => {
+    // colgroup gives [200, null]; the single colspan=2 cell spans both, so its
+    // slice is [200, null] -> the null is backfilled to 100 => "200,100".
+    const container = root(
+      "<table>" +
+        '<colgroup><col style="width:200px"><col></colgroup>' +
+        '<tbody><tr><td colspan="2">merged</td></tr></tbody>' +
+        "</table>",
+    );
+    normalizeTableColumnWidths(container);
+    expect(firstRowColWidths(container)).toEqual(["200,100"]);
+  });
+
+  it("splits a measured width across a colspanned cell", () => {
+    const container = root(
+      '<table><tbody><tr><td colspan="2" width="300">merged</td><td width="100">x</td></tr></tbody></table>',
+    );
+    normalizeTableColumnWidths(container);
+    // 300 / colspan(2) = 150 per underlying column => "150,150" on the merged cell.
+    expect(firstRowColWidths(container)).toEqual(["150,150", "100"]);
+  });
+
+  it("falls back to the default width per spanned column when nothing is measurable", () => {
+    const container = root(
+      '<table><tbody><tr><td colspan="2">merged</td><td>x</td></tr></tbody></table>',
+    );
+    normalizeTableColumnWidths(container);
+    expect(firstRowColWidths(container)).toEqual(["150,150", "150"]);
+  });
+
+  it("leaves cells that already have a colwidth untouched", () => {
+    const container = root(
+      '<table><tbody><tr><td colwidth="42">a</td><td>b</td></tr></tbody></table>',
+    );
+    normalizeTableColumnWidths(container);
+    expect(firstRowColWidths(container)).toEqual(["42", "150"]);
+  });
+
+  it("normalizes every table in the subtree", () => {
+    const container = root(
+      "<table><tbody><tr><td>a</td></tr></tbody></table>" +
+        "<table><tbody><tr><td>b</td><td>c</td></tr></tbody></table>",
+    );
+    normalizeTableColumnWidths(container);
+    const tables = container.querySelectorAll("table");
+    const widths = Array.from(tables).map((t) =>
+      Array.from(t.querySelector("tr")!.children).map((c) =>
+        c.getAttribute("colwidth"),
+      ),
+    );
+    expect(widths).toEqual([["150"], ["150", "150"]]);
+  });
+
+  it("only annotates the first row (column widths are defined once)", () => {
+    const container = root(
+      "<table><tbody>" +
+        "<tr><td>a</td><td>b</td></tr>" +
+        "<tr><td>c</td><td>d</td></tr>" +
+        "</tbody></table>",
+    );
+    normalizeTableColumnWidths(container);
+    const rows = container.querySelectorAll("tr");
+    expect(
+      Array.from(rows[1].children).map((c) => c.getAttribute("colwidth")),
+    ).toEqual([null, null]);
+  });
+});

apps/client/src/features/editor/extensions/markdown-clipboard.ts

@@ -3,7 +3,14 @@ import { Extension } from "@tiptap/core";
 import { Plugin, PluginKey, TextSelection } from "@tiptap/pm/state";
 import { DOMParser, DOMSerializer, Fragment, Slice } from "@tiptap/pm/model";
 import { find } from "linkifyjs";
-import { markdownToHtml, htmlToMarkdown } from "@docmost/editor-ext";
+import {
+  markdownToHtml,
+  htmlToMarkdown,
+  canonicalizeFootnotes,
+  FOOTNOTES_LIST_NAME,
+  FOOTNOTE_REFERENCE_NAME,
+} from "@docmost/editor-ext";
+import type { Schema } from "@tiptap/pm/model";
 
 export const MarkdownClipboard = Extension.create({
   name: "markdownClipboard",
@@ -83,12 +90,25 @@ export const MarkdownClipboard = Extension.create({
             const body = elementFromString(parsed);
             normalizeTableColumnWidths(body);
 
-            const contentNodes = DOMParser.fromSchema(
+            const parsedSlice = DOMParser.fromSchema(
               this.editor.schema,
             ).parseSlice(body, {
               preserveWhitespace: true,
             });
 
+            // A markdown paste builds its ProseMirror fragment directly (DOM ->
+            // parseSlice), bypassing the editor's footnoteSyncPlugin, which never
+            // reorders an existing list. So a pasted markdown block whose footnote
+            // definitions are out of order (or contains orphan defs) would be
+            // stored out of order. Canonicalize the self-contained pasted block so
+            // its footnotes come out reference-ordered, deduped and orphan-free
+            // (issue #228). See canonicalizePastedFootnotes for why this is scoped
+            // to whole-block pastes that carry their own footnotesList.
+            const contentNodes = canonicalizePastedFootnotes(
+              parsedSlice,
+              this.editor.schema,
+            );
+
             tr.replaceRange(from, to, contentNodes);
             const insertEnd = tr.mapping.map(from, 1);
             tr.setSelection(TextSelection.near(tr.doc.resolve(Math.max(from, insertEnd - 2)), -1));
@@ -133,6 +153,54 @@ export const MarkdownClipboard = Extension.create({
   },
 });
 
+/**
+ * Reorder/dedup the footnotes of a SELF-CONTAINED pasted markdown block to the
+ * canonical invariant (the live footnoteSyncPlugin never reorders an existing
+ * list, so an out-of-order pasted block would otherwise persist out of order).
+ *
+ * Scoped deliberately to whole-block pastes (openStart/openEnd === 0) that carry
+ * their OWN footnotesList: canonicalizeFootnotes would synthesize empty
+ * definitions for any reference lacking a definition, which is correct for a
+ * standalone block but would be wrong for a reference-only paste that REUSES a
+ * footnote already defined in the target document — so those are left untouched
+ * for the paste/sync plugins to merge. Residual: when the pasted block is merged
+ * into a doc that already has footnotes, ordering RELATIVE to the pre-existing
+ * footnotes is still governed by the sync plugin (which does not reorder).
+ *
+ * Also requires at least one footnoteReference in the selection: a definitions-ONLY
+ * paste (`[^a]: …` with no `[^a]` reference in the same block) has no references,
+ * so canonicalizeFootnotes would drop the whole list and the paste would come out
+ * EMPTY — losing the pasted text. Such a block is left as-is for the sync plugin.
+ */
+export function canonicalizePastedFootnotes(slice: Slice, schema: Schema): Slice {
+  if (slice.openStart !== 0 || slice.openEnd !== 0) return slice;
+
+  let hasFootnotesList = false;
+  let hasReference = false;
+  slice.content.forEach((node) => {
+    if (node.type.name === FOOTNOTES_LIST_NAME) hasFootnotesList = true;
+    // footnoteReference is an inline atom, never a top-level slice child here
+    // (this function early-returns for open slices, so children are whole
+    // blocks), so it is only reachable by descending.
+    node.descendants((child) => {
+      if (child.type.name === FOOTNOTE_REFERENCE_NAME) hasReference = true;
+    });
+  });
+  if (!hasFootnotesList) return slice;
+  // No reference anywhere -> a definitions-only paste; canonicalizing would strip
+  // the reference-less list (empty paste). Leave it untouched.
+  if (!hasReference) return slice;
+
+  const content = slice.content.toJSON();
+  if (!Array.isArray(content)) return slice;
+
+  const canonical = canonicalizeFootnotes({ type: "doc", content }) as {
+    content?: unknown[];
+  };
+  const fragment = Fragment.fromJSON(schema, canonical.content ?? []);
+  return new Slice(fragment, 0, 0);
+}
+
 function elementFromString(value) {
   // add a wrapper to preserve leading and trailing whitespace
   const wrappedValue = `<body>${value}</body>`;

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

@@ -77,9 +77,9 @@ export function FullEditor({
   const [user] = useAtom(userAtom);
   const workspace = useAtomValue(workspaceAtom);
   const isDictationEnabled = workspace?.settings?.ai?.dictation === true;
-  // AI title generation reuses the generative AI flag (same gate as the on-page
+  // AI title generation is gated by the general AI chat flag (the same toggle
-  // generative menu); the server enforces it too (#199).
+  // that enables the chat agent); the server enforces it too (#199).
-  const isTitleGenEnabled = workspace?.settings?.ai?.generative === true;
+  const isTitleGenEnabled = workspace?.settings?.ai?.chat === true;
   const fullPageWidth = user.settings?.preferences?.fullPageWidth;
   const editorToolbarEnabled =
     user.settings?.preferences?.editorToolbar ?? false;
@@ -254,7 +254,7 @@ function PageByline({
         {showDictation && editor && (
           <DictationGroup editor={editor} color="gray" iconSize={20} />
         )}
-        {/* Shown only in edit mode when the workspace's generative AI flag is on,
+        {/* Shown only in edit mode when the workspace's AI chat flag is on,
             so AI title generation stays reachable from the byline (#199). */}
         {showTitleGen && (
           <GenerateTitleGroup pageId={pageId} color="gray" iconSize={20} />

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

@@ -84,6 +84,10 @@ import { PageEmbedLookupProvider } from "@/features/editor/components/page-embed
 import { PageEmbedAncestryProvider } from "@/features/editor/components/page-embed/page-embed-ancestry-context";
 import PageEmbedPicker from "@/features/editor/components/page-embed/page-embed-picker";
 import { useTranslation } from "react-i18next";
+import {
+  isBodyEditable,
+  isCollabSynced,
+} from "@/features/editor/editor-sync-state";
 
 interface PageEditorProps {
   pageId: string;
@@ -440,6 +444,9 @@ export default function PageEditor({
 
   const isSynced = isLocalSynced && isRemoteSynced;
 
+  const hasConnectedOnceRef = useRef(false);
+  const [showStatic, setShowStatic] = useState(true);
+
   useEffect(() => {
     const timeout = setTimeout(() => {
       if (yjsConnectionStatus === WebSocketStatus.Connecting || !isSynced) {
@@ -451,17 +458,21 @@ export default function PageEditor({
   }, [yjsConnectionStatus, isSynced]);
   useEffect(() => {
     if (!editor) return;
-    editor.setEditable(editable && currentPageEditMode === PageEditMode.Edit);
+    // Keep the body read-only until the collab doc has synced (showStatic), so
-  }, [currentPageEditMode, editor, editable]);
+    // early keystrokes on a freshly created page can't be lost (#218).
-
+    editor.setEditable(
-  const hasConnectedOnceRef = useRef(false);
+      isBodyEditable({
-  const [showStatic, setShowStatic] = useState(true);
+        editable,
+        inEditMode: currentPageEditMode === PageEditMode.Edit,
+        showStatic,
+      }),
+    );
+  }, [currentPageEditMode, editor, editable, showStatic]);
 
   useEffect(() => {
     if (
       !hasConnectedOnceRef.current &&
-      yjsConnectionStatus === WebSocketStatus.Connected &&
+      isCollabSynced(yjsConnectionStatus, isSynced)
-      isSynced
     ) {
       hasConnectedOnceRef.current = true;
       setShowStatic(false);
@@ -473,17 +484,43 @@ export default function PageEditor({
       <PageEmbedLookupProvider>
         <PageEmbedAncestryProvider hostPageId={pageId}>
       {showStatic ? (
-        <EditorProvider
+        <div style={{ position: "relative" }}>
-          editable={false}
+          {/* Surface the pre-sync read-only window so edits typed before the
-          immediatelyRender={true}
+              collab provider connects aren't silently swallowed (#218). Shown
-          extensions={mainExtensions}
+              only when the user is otherwise allowed to edit. */}
-          content={content}
+          {editable && currentPageEditMode === PageEditMode.Edit && (
-          editorProps={{
+            <div
-            attributes: {
+              role="status"
-              "aria-label": t("Page content"),
+              aria-live="polite"
-            },
+              className="print-hide"
-          }}
+              style={{
-        />
+                position: "absolute",
+                top: 0,
+                right: 0,
+                zIndex: 2,
+                padding: "2px 8px",
+                fontSize: "12px",
+                borderRadius: "4px",
+                background: "var(--mantine-color-gray-light)",
+                color: "var(--mantine-color-dimmed)",
+                pointerEvents: "none",
+              }}
+            >
+              {t("Connecting… (read-only)")}
+            </div>
+          )}
+          <EditorProvider
+            editable={false}
+            immediatelyRender={true}
+            extensions={mainExtensions}
+            content={content}
+            editorProps={{
+              attributes: {
+                "aria-label": t("Page content"),
+              },
+            }}
+          />
+        </div>
       ) : (
         <div className="editor-container" style={{ position: "relative" }}>
           <div ref={menuContainerRef}>

apps/client/src/features/home/components/new-note-button.tsx

@@ -1,5 +1,6 @@
-import { Button, Menu, Text } from "@mantine/core";
+import { Button, Menu, Stack, Text } from "@mantine/core";
-import { IconPlus } from "@tabler/icons-react";
+import { IconHourglass, IconPlus } from "@tabler/icons-react";
+import { ReactNode } from "react";
 import { useNavigate } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { useGetSpacesQuery } from "@/features/space/queries/space-query.ts";
@@ -10,24 +11,38 @@ import { CustomAvatar } from "@/components/ui/custom-avatar.tsx";
 import { AvatarIconType } from "@/features/attachments/types/attachment.types.ts";
 import { canCreatePage } from "./can-create-page.ts";
 
-// Prominent home-screen action to create a new note (page). Because the home
+// A single create-note action, parametrized by `temporary`. Self-contained: it
-// screen has no active space, the target space is resolved from the user's
+// owns its own create mutation so the regular and temporary buttons show
-// writable spaces: created directly when there is one, picked from a dropdown
+// independent loading state, while the list of writable spaces is resolved once
-// when there are several.
+// by the parent and passed in. With exactly one writable space it creates
-export default function NewNoteButton() {
+// directly; with several it shows a target-space picker.
+function CreateNoteButton({
+  writableSpaces,
+  temporary,
+  label,
+  icon,
+  color,
+}: {
+  writableSpaces: ISpace[];
+  temporary: boolean;
+  label: string;
+  icon: ReactNode;
+  // Mantine color token; lets the temporary action tint toward the warm
+  // orange/amber used by the clock marker + banner while "New note" stays neutral.
+  color: string;
+}) {
   const { t } = useTranslation();
   const navigate = useNavigate();
   const createPageMutation = useCreatePageMutation();
-  const { data } = useGetSpacesQuery({ limit: 100 });
-
-  const writableSpaces = (data?.items ?? []).filter(canCreatePage);
 
   const createNote = async (space: ISpace) => {
     try {
-      // `spaceId` is accepted by the create-page endpoint but is not part of
+      // `spaceId`/`temporary` are accepted by the create-page endpoint but are
-      // the shared `IPageInput` type; cast to satisfy the mutation signature.
+      // not part of the shared `IPageInput` type; cast to satisfy the mutation
+      // signature.
       const createdPage = await createPageMutation.mutateAsync({
         spaceId: space.id,
+        ...(temporary ? { temporary: true } : {}),
       } as any);
       navigate(buildPageUrl(space.slug, createdPage.slugId, createdPage.title));
     } catch {
@@ -35,24 +50,21 @@ export default function NewNoteButton() {
     }
   };
 
-  // No writable space → nothing to create in; render nothing.
-  if (writableSpaces.length === 0) return null;
-
   const isPending = createPageMutation.isPending;
 
   // Exactly one writable space → create directly, no picker needed.
   if (writableSpaces.length === 1) {
     return (
       <Button
-        fullWidth
         size="md"
         variant="light"
-        color="gray"
+        color={color}
-        leftSection={<IconPlus size={18} />}
+        fullWidth
+        leftSection={icon}
         loading={isPending}
         onClick={() => createNote(writableSpaces[0])}
       >
-        {t("New note")}
+        {label}
       </Button>
     );
   }
@@ -62,14 +74,14 @@ export default function NewNoteButton() {
     <Menu shadow="md" width="target" position="bottom-start">
       <Menu.Target>
         <Button
-          fullWidth
           size="md"
           variant="light"
-          color="gray"
+          color={color}
-          leftSection={<IconPlus size={18} />}
+          fullWidth
+          leftSection={icon}
           loading={isPending}
         >
-          {t("New note")}
+          {label}
         </Button>
       </Menu.Target>
       <Menu.Dropdown>
@@ -99,3 +111,39 @@ export default function NewNoteButton() {
     </Menu>
   );
 }
+
+// Prominent home-screen actions to create a new note (page). Because the home
+// screen has no active space, the target space is resolved from the user's
+// writable spaces: created directly when there is one, picked from a dropdown
+// when there are several. Renders two full-width, vertically stacked buttons: a
+// neutral regular note and an orange-tinted temporary note (which auto-moves to
+// Trash after the workspace lifetime). Stacking full-width keeps the longer
+// "New temporary note" label from clipping on narrow mobile widths.
+export default function NewNoteButton() {
+  const { t } = useTranslation();
+  const { data } = useGetSpacesQuery({ limit: 100 });
+
+  const writableSpaces = (data?.items ?? []).filter(canCreatePage);
+
+  // No writable space → nothing to create in; render nothing.
+  if (writableSpaces.length === 0) return null;
+
+  return (
+    <Stack gap="sm">
+      <CreateNoteButton
+        writableSpaces={writableSpaces}
+        temporary={false}
+        label={t("New note")}
+        icon={<IconPlus size={18} />}
+        color="gray"
+      />
+      <CreateNoteButton
+        writableSpaces={writableSpaces}
+        temporary={true}
+        label={t("New temporary note")}
+        icon={<IconHourglass size={18} />}
+        color="orange"
+      />
+    </Stack>
+  );
+}

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

@@ -0,0 +1,69 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { getDefaultStore } from "jotai";
+
+// Mock the app entry so importing the query module doesn't boot the whole app
+// (it only needs queryClient's cache methods, which we stub here). The spies are
+// declared via vi.hoisted so they exist before the hoisted vi.mock factory runs.
+const { setQueryData, getQueryData, invalidateQueries } = vi.hoisted(() => ({
+  setQueryData: vi.fn(),
+  getQueryData: vi.fn(() => undefined as unknown),
+  invalidateQueries: vi.fn(),
+}));
+vi.mock("@/main.tsx", () => ({
+  queryClient: { setQueryData, getQueryData, invalidateQueries },
+}));
+
+import { syncTemporaryExpiresInCache } from "./page-embed-query";
+import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+
+const mkNode = (id: string, slugId: string): SpaceTreeNode =>
+  ({
+    id,
+    slugId,
+    name: id,
+    position: "a0",
+    spaceId: "space-1",
+    parentPageId: null,
+    hasChildren: false,
+    children: [],
+  }) as unknown as SpaceTreeNode;
+
+describe("syncTemporaryExpiresInCache — treeDataAtom patch", () => {
+  beforeEach(() => {
+    vi.clearAllMocks();
+    getQueryData.mockReturnValue(undefined);
+  });
+
+  it("patches the in-tree node's temporaryExpiresAt (sidebar marker updates without reload)", () => {
+    const store = getDefaultStore();
+    const tree = [mkNode("p1", "slug-1"), mkNode("p2", "slug-2")];
+    store.set(treeDataAtom, tree);
+
+    const deadline = "2026-07-01T00:00:00.000Z";
+    syncTemporaryExpiresInCache({ id: "p1", slugId: "slug-1" }, deadline);
+
+    const next = store.get(treeDataAtom);
+    // A new atom value was written...
+    expect(next).not.toBe(tree);
+    // ...the matching node gained the deadline...
+    expect(next.find((n) => n.id === "p1")?.temporaryExpiresAt).toBe(deadline);
+    // ...and the untouched sibling is unchanged.
+    expect(next.find((n) => n.id === "p2")?.temporaryExpiresAt).toBeUndefined();
+  });
+
+  it("leaves the atom value at the SAME reference when the id is absent from the tree (no write)", () => {
+    const store = getDefaultStore();
+    const tree = [mkNode("p1", "slug-1")];
+    store.set(treeDataAtom, tree);
+
+    syncTemporaryExpiresInCache(
+      { id: "not-in-tree", slugId: "missing" },
+      "2026-07-01T00:00:00.000Z",
+    );
+
+    // treeModel.update is a no-op (same reference) for an unknown id, so the
+    // guard skips the store write entirely — same reference back.
+    expect(store.get(treeDataAtom)).toBe(tree);
+  });
+});

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

@@ -1,5 +1,6 @@
 import { useMutation } from "@tanstack/react-query";
 import { notifications } from "@mantine/notifications";
+import { getDefaultStore } from "jotai";
 import {
   toggleTemplate,
   toggleTemporary,
@@ -9,6 +10,9 @@ import type {
   ToggleTemporaryResponse,
 } from "@/features/page-embed/types/page-embed.types";
 import { queryClient } from "@/main.tsx";
+import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
+import { treeModel } from "@/features/page/tree/model/tree-model";
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
 
 /**
  * After toggling a note's temporary state, mirror the new deadline into the
@@ -30,6 +34,19 @@ export function syncTemporaryExpiresInCache(
       });
     }
   }
+  // Patch the in-memory sidebar tree node so its temporary clock marker
+  // appears/disappears immediately — WITHOUT a reload. The page cache update
+  // above only drives the in-page banner/menu; the sidebar reads
+  // `temporaryExpiresAt` straight off the `treeDataAtom` node. The app uses
+  // jotai's default store (no <Provider>), so `getDefaultStore()` is the same
+  // store the sidebar's hooks read from. `treeModel.update` returns the same
+  // reference (a no-op) when the page isn't in the currently loaded tree.
+  const store = getDefaultStore();
+  const prevTree = store.get(treeDataAtom);
+  const nextTree = treeModel.update(prevTree, page.id, {
+    temporaryExpiresAt,
+  } as Partial<SpaceTreeNode>);
+  if (nextTree !== prevTree) store.set(treeDataAtom, nextTree);
   queryClient.invalidateQueries({
     predicate: (item) =>
       ["sidebar-pages"].includes(item.queryKey[0] as string),

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

@@ -1,7 +1,7 @@
 import { useAtomValue } from "jotai";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
 import React, { useCallback, useEffect, useState } from "react";
-import { findBreadcrumbPath } from "@/features/page/tree/utils";
+import { computeBreadcrumbState } from "./breadcrumb.utils";
 import {
   Button,
   Anchor,
@@ -15,8 +15,12 @@ import { IconCornerDownRightDouble, IconDots } from "@tabler/icons-react";
 import { Link, useParams } from "react-router-dom";
 import classes from "./breadcrumb.module.css";
 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 } from "@/features/page/queries/page-query.ts";
+import {
+  usePageQuery,
+  usePageBreadcrumbsQuery,
+} from "@/features/page/queries/page-query.ts";
 import { extractPageSlugId } from "@/lib";
 import { useMediaQuery } from "@mantine/hooks";
 import { useTranslation } from "react-i18next";
@@ -38,14 +42,29 @@ export default function Breadcrumb() {
   const { data: currentPage } = usePageQuery({
     pageId: extractPageSlugId(pageSlug),
   });
+  // 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 isMobile = useMediaQuery("(max-width: 48em)");
 
   useEffect(() => {
-    if (treeData?.length > 0 && currentPage) {
+    if (!currentPage) return;
-      const breadcrumb = findBreadcrumbPath(treeData, currentPage.id);
+
-      setBreadcrumbNodes(breadcrumb || null);
+    // Selection/mapping + stale-clearing live in a pure, unit-tested helper
-    }
+    // (#218). It resolves the correct chain when possible and, on a transient
-  }, [currentPage?.id, treeData]);
+    // 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.
+    setBreadcrumbNodes((previous) =>
+      computeBreadcrumbState(
+        treeData,
+        ancestors as IPage[] | undefined,
+        currentPage.id,
+        previous,
+      ),
+    );
+  }, [currentPage?.id, treeData, ancestors]);
 
   const HiddenNodesTooltipContent = () =>
     breadcrumbNodes?.slice(1, -1).map((node) => (

apps/client/src/features/page/components/breadcrumbs/breadcrumb.utils.test.ts

@@ -0,0 +1,114 @@
+import { describe, it, expect } from "vitest";
+import {
+  computeBreadcrumbState,
+  resolveBreadcrumbNodes,
+} from "./breadcrumb.utils";
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+import { IPage } from "@/features/page/types/page.types.ts";
+
+// Pure selection/mapping behind the breadcrumb (#218): tree-hit prefers the live
+// sidebar tree, tree-miss maps the page's own ancestors, and "no data" returns
+// null so the component keeps its prior state.
+
+function treeNode(id: string, over?: Partial<SpaceTreeNode>): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: `node-${id}`,
+    icon: null,
+    position: "a",
+    hasChildren: false,
+    spaceId: "space-1",
+    parentPageId: null,
+    children: [],
+    ...over,
+  } as SpaceTreeNode;
+}
+
+function ancestorPage(id: string, over?: Partial<IPage>): IPage {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    title: `title-${id}`,
+    icon: "📄",
+    position: "m",
+    spaceId: "space-1",
+    parentPageId: null,
+    hasChildren: true,
+    ...over,
+  } as IPage;
+}
+
+describe("resolveBreadcrumbNodes", () => {
+  it("tree-hit: returns the path found in the live sidebar tree", () => {
+    const child = treeNode("child");
+    const root = treeNode("root", { hasChildren: true, children: [child] });
+    // findBreadcrumbPath walks the tree; the chain ends at the target page.
+    const result = resolveBreadcrumbNodes([root], [ancestorPage("child")], "child");
+
+    expect(result).not.toBeNull();
+    expect(result!.map((n) => n.id)).toEqual(["root", "child"]);
+    // Came from the tree, NOT the ancestor mapping (icon stays the tree's null).
+    expect(result![result!.length - 1].icon).toBeNull();
+  });
+
+  it("tree-miss: maps the page's own ancestors (title->name, hasChildren default)", () => {
+    // Tree has no node for the target page -> findBreadcrumbPath misses.
+    const unrelated = treeNode("unrelated");
+    const ancestors = [
+      ancestorPage("a", { hasChildren: true }),
+      ancestorPage("b", { hasChildren: undefined as any }),
+    ];
+
+    const result = resolveBreadcrumbNodes([unrelated], ancestors, "missing-page");
+
+    expect(result).not.toBeNull();
+    expect(result!.map((n) => n.id)).toEqual(["a", "b"]);
+    // Non-trivial field transform: title -> name.
+    expect(result![0].name).toBe("title-a");
+    // hasChildren defaults to false when the ancestor row omits it.
+    expect(result![1].hasChildren).toBe(false);
+    expect(result![0].hasChildren).toBe(true);
+  });
+
+  it("falls back to ancestors when the tree is empty", () => {
+    const result = resolveBreadcrumbNodes([], [ancestorPage("a")], "a");
+    expect(result!.map((n) => n.id)).toEqual(["a"]);
+  });
+
+  it("returns null when there is no tree hit and no ancestor data", () => {
+    expect(resolveBreadcrumbNodes([], [], "x")).toBeNull();
+    expect(resolveBreadcrumbNodes(undefined, undefined, "x")).toBeNull();
+    expect(resolveBreadcrumbNodes(null, null, "x")).toBeNull();
+  });
+});
+
+describe("computeBreadcrumbState (stale-chain clearing on navigation)", () => {
+  it("uses a freshly resolved chain when available", () => {
+    const child = treeNode("B");
+    const root = treeNode("root", { hasChildren: true, children: [child] });
+    const next = computeBreadcrumbState([root], null, "B", null);
+    expect(next!.map((n) => n.id)).toEqual(["root", "B"]);
+  });
+
+  it("navigating A->B to a page absent from treeData clears the previous A chain (no stale trail)", () => {
+    // Previous chain ends at page A; we are now on page B, which is not yet in
+    // the lazily-built tree and whose ancestors have not loaded.
+    const previous = [treeNode("rootA"), treeNode("A")];
+    const next = computeBreadcrumbState([treeNode("unrelated")], undefined, "B", previous);
+    // Must NOT keep showing A's (clickable) chain.
+    expect(next).toBeNull();
+  });
+
+  it("keeps a chain that already ends at the current page through a transient miss", () => {
+    // We already resolved B once (chain ends at B); a transient miss must not
+    // blank it.
+    const previous = [treeNode("rootB"), treeNode("B")];
+    const next = computeBreadcrumbState([], undefined, "B", previous);
+    expect(next).toBe(previous);
+  });
+
+  it("returns null when nothing resolves and there is no previous chain", () => {
+    expect(computeBreadcrumbState([], undefined, "B", null)).toBeNull();
+  });
+});

apps/client/src/features/page/components/breadcrumbs/breadcrumb.utils.ts

@@ -0,0 +1,61 @@
+import { IPage } from "@/features/page/types/page.types.ts";
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+import { findBreadcrumbPath, pageToTreeNode } from "@/features/page/tree/utils";
+
+/**
+ * Pure selection/mapping for the breadcrumb nodes (#218). Three branches:
+ *   1. tree-hit  — the lazily-built sidebar tree already contains this page's
+ *      ancestor chain, so prefer it (stays live with sidebar renames/moves).
+ *   2. tree-miss — fall back to the page's own ancestor data so a deep page
+ *      resolves immediately instead of rendering a blank breadcrumb for seconds
+ *      while the tree backfills. Mapped through the canonical `pageToTreeNode`
+ *      (title -> name, hasChildren defaulted to false).
+ *   3. neither   — no data yet, return null (the caller decides whether to keep
+ *      a prior chain via computeBreadcrumbState).
+ */
+export function resolveBreadcrumbNodes(
+  treeData: SpaceTreeNode[] | null | undefined,
+  ancestors: IPage[] | null | undefined,
+  pageId: string,
+): SpaceTreeNode[] | null {
+  if (treeData && treeData.length > 0) {
+    const breadcrumb = findBreadcrumbPath(treeData, pageId);
+    if (breadcrumb) {
+      return breadcrumb;
+    }
+  }
+
+  if (ancestors && ancestors.length > 0) {
+    return ancestors.map((page) =>
+      pageToTreeNode(page, { hasChildren: page.hasChildren ?? false }),
+    );
+  }
+
+  return null;
+}
+
+/**
+ * Decide the next breadcrumb state, given the previous one. When a chain
+ * resolves (#218) it always wins. When nothing resolves yet, a stale chain from
+ * a previously-viewed page must be CLEARED rather than left showing the wrong,
+ * clickable trail (the reverse regression of the original blank-breadcrumb fix
+ * when navigating A -> B to a deep page not yet in the lazily-built tree). The
+ * one chain we keep through a transient miss is one that already ends at the
+ * current page — that means we already resolved THIS page, so keeping it avoids
+ * a needless blank flash without ever showing the previous page's chain.
+ */
+export function computeBreadcrumbState(
+  treeData: SpaceTreeNode[] | null | undefined,
+  ancestors: IPage[] | null | undefined,
+  pageId: string,
+  previous: SpaceTreeNode[] | null,
+): SpaceTreeNode[] | null {
+  const resolved = resolveBreadcrumbNodes(treeData, ancestors, pageId);
+  if (resolved) {
+    return resolved;
+  }
+
+  const previousEndsAtCurrentPage =
+    previous != null && previous[previous.length - 1]?.id === pageId;
+  return previousEndsAtCurrentPage ? previous : null;
+}

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

@@ -176,8 +176,8 @@ function PageActionMenu({ readOnly }: PageActionMenuProps) {
         pageId: page.id,
         temporary: next,
       });
-      // Reflect the new deadline in the page cache so the menu label flips and
+      // Reflect the new deadline in the page cache (menu label + banner) AND in
-      // any banner updates. The sidebar icon refreshes via its own query.
+      // the sidebar tree node so its clock marker updates immediately, no reload.
       syncTemporaryExpiresInCache(page, res.temporaryExpiresAt);
       notifications.show({
         message: next

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

@@ -32,7 +32,7 @@ import {
 import { notifications } from "@mantine/notifications";
 import { IPagination, QueryParams } from "@/lib/types.ts";
 import { queryClient } from "@/main.tsx";
-import { buildTree } from "@/features/page/tree/utils";
+import { buildTree, pageToTreeNode } from "@/features/page/tree/utils";
 import { useEffect } from "react";
 import { validate as isValidUuid } from "uuid";
 import { useTranslation } from "react-i18next";
@@ -210,18 +210,15 @@ export function useRestorePageMutation() {
 
       // Check if the page already exists in the tree (it shouldn't)
       if (!treeModel.find(currentTree, restoredPage.id)) {
-        // Create the tree node data with hasChildren from backend
+        // Create the tree node data with hasChildren from backend. Routed
-        const nodeData: SpaceTreeNode = {
+        // through the canonical mapper so the field copy stays in lockstep with
-          id: restoredPage.id,
+        // buildTree. The server NULLS `temporaryExpiresAt` on restore (a restored
-          slugId: restoredPage.slugId,
+        // page is made permanent), so the mapper carries that null through and
+        // the node correctly shows no clock marker.
+        const nodeData: SpaceTreeNode = pageToTreeNode(restoredPage, {
           name: restoredPage.title || "Untitled",
-          icon: restoredPage.icon,
-          position: restoredPage.position,
-          spaceId: restoredPage.spaceId,
-          parentPageId: restoredPage.parentPageId,
           hasChildren: restoredPage.hasChildren || false,
-          children: [],
+        });
-        };
 
         // Determine the parent and index
         const parentId = restoredPage.parentPageId || null;
@@ -410,6 +407,11 @@ export function invalidateOnCreatePage(data: Partial<IPage>) {
     slugId: data.slugId,
     spaceId: data.spaceId,
     title: data.title,
+    // Carry the death-timer deadline so a note created as temporary keeps its
+    // sidebar clock marker when the tree is rebuilt from this cached entry
+    // (buildTree → mergeRootTrees). Omitting it overwrote the optimistic/socket
+    // node's marker with `undefined`, hiding it until a reload.
+    temporaryExpiresAt: data.temporaryExpiresAt,
   };
 
   let queryKey: QueryKey = null;

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

@@ -37,6 +37,7 @@ import {
 } from "@/features/page-embed/queries/page-embed-query";
 import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
 import { treeModel } from "@/features/page/tree/model/tree-model";
+import { pageToTreeNode } from "@/features/page/tree/utils";
 import { useTreeMutation } from "@/features/page/tree/hooks/use-tree-mutation.ts";
 import type { SpaceTreeNode } from "@/features/page/tree/types.ts";
 import classes from "@/features/page/tree/styles/tree.module.css";
@@ -130,18 +131,14 @@ export function NodeMenu({ node, canEdit }: NodeMenuProps) {
       const currentIndex = siblings?.index ?? 0;
       const newIndex = currentIndex + 1;
 
-      const treeNodeData: SpaceTreeNode = {
+      // Routed through the canonical mapper so the field copy stays in lockstep
-        id: duplicatedPage.id,
+      // with buildTree. The server does NOT arm a death timer on duplicate (the
-        slugId: duplicatedPage.slugId,
+      // copy's `temporaryExpiresAt` defaults to null = permanent), so the mapper
-        name: duplicatedPage.title,
+      // carries that null through and the duplicated node correctly shows no
-        position: duplicatedPage.position,
+      // clock marker — matching the server without a reload.
-        spaceId: duplicatedPage.spaceId,
+      const treeNodeData: SpaceTreeNode = pageToTreeNode(duplicatedPage, {
-        parentPageId: duplicatedPage.parentPageId,
-        icon: duplicatedPage.icon,
-        hasChildren: duplicatedPage.hasChildren,
         canEdit: true,
-        children: [],
+      });
-      };
 
       setData((prev) =>
         treeModel.insert(prev, parentId, treeNodeData, newIndex),

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

@@ -9,6 +9,7 @@ import { treeModel } from "@/features/page/tree/model/tree-model";
 import type { DropOp } from "@/features/page/tree/model/tree-model.types";
 import { dropOpToMovePayload } from "./drop-op-to-move-payload";
 import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+import { pageToTreeNode } from "@/features/page/tree/utils";
 import { IPage } from "@/features/page/types/page.types.ts";
 import {
   useCreatePageMutation,
@@ -139,18 +140,15 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
         throw new Error("Failed to create page");
       }
 
-      const newNode: SpaceTreeNode = {
+      // Route through the canonical mapper so the field copy (esp.
-        id: createdPage.id,
+      // `temporaryExpiresAt`, which shows the temporary-note clock marker on
-        slugId: createdPage.slugId,
+      // optimistic insert) can't drift from buildTree. `name: ""` because a
+      // freshly created page is untitled; `hasChildren: false` because it has no
+      // children yet.
+      const newNode: SpaceTreeNode = pageToTreeNode(createdPage, {
         name: "",
-        position: createdPage.position,
-        spaceId: createdPage.spaceId,
-        parentPageId: createdPage.parentPageId,
         hasChildren: false,
-        // Show the temporary-note icon immediately on optimistic insert.
+      });
-        temporaryExpiresAt: createdPage.temporaryExpiresAt,
-        children: [],
-      };
 
       // Read latest tree at call time. Without this, callers that mutate the
       // tree (e.g. lazy-load children on expand) immediately before calling
@@ -173,7 +171,22 @@ export function useTreeMutation(spaceId: string): UseTreeMutation {
       // optimistic node's id IS the real created page id (createdPage.id), so
       // the ids match exactly regardless of which path runs first.
       setData((prev) => {
-        if (treeModel.find(prev, newNode.id)) return prev;
+        const existing = treeModel.find(prev, newNode.id);
+        if (existing) {
+          // The server `addTreeNode` broadcast won the race and already inserted
+          // this node. Older broadcasts could omit `temporaryExpiresAt`, leaving
+          // a temporary note WITHOUT its clock marker until reload; patch it on
+          // from the authoritative create response so the marker shows now.
+          if (
+            newNode.temporaryExpiresAt &&
+            !(existing as SpaceTreeNode).temporaryExpiresAt
+          ) {
+            return treeModel.update(prev, newNode.id, {
+              temporaryExpiresAt: newNode.temporaryExpiresAt,
+            } as Partial<SpaceTreeNode>);
+          }
+          return prev;
+        }
         return treeModel.insert(prev, parentId, newNode, lastIndex);
       });
 

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

@@ -393,6 +393,101 @@ describe("handleCreate optimistic-insert idempotency (find-then-skip)", () => {
   });
 });
 
+// handleCreate race-guard temporaryExpiresAt patch: when the server's
+// addTreeNode broadcast wins the race and inserts the node BEFORE the optimistic
+// updater runs, the updater must not re-insert. Two sub-branches:
+//  (a) the node the broadcast inserted carries NO deadline (an older broadcast
+//      omitted it) while the authoritative create response DOES → patch the
+//      deadline on so the clock marker shows now, without a reload.
+//  (b) the existing node ALREADY has a deadline → do NOT overwrite it; return
+//      `prev` by reference (a no-op write).
+describe("handleCreate race-guard temporaryExpiresAt patch", () => {
+  type TN = TreeNode<{ name: string; temporaryExpiresAt?: string | null }>;
+
+  // Mirrors the setData updater in use-tree-mutation handleCreate.
+  const applyOptimisticInsert = (
+    tree: TN[],
+    parentId: string | null,
+    node: TN,
+    index: number,
+  ): TN[] => {
+    const existing = treeModel.find(tree, node.id) as TN | null;
+    if (existing) {
+      if (node.temporaryExpiresAt && !existing.temporaryExpiresAt) {
+        return treeModel.update(tree, node.id, {
+          temporaryExpiresAt: node.temporaryExpiresAt,
+        });
+      }
+      return tree;
+    }
+    return treeModel.insert(tree, parentId, node, index);
+  };
+
+  const fixtureTN: TN[] = [
+    { id: "a", name: "A" },
+    { id: "b", name: "B" },
+  ];
+
+  const deadline = "2026-07-01T00:00:00.000Z";
+
+  it("(a) patches temporaryExpiresAt when the existing node has none + the response carries a deadline", () => {
+    // Server broadcast won the race and inserted the node WITHOUT a deadline.
+    const afterServer = treeModel.insert(fixtureTN, null, {
+      id: "new",
+      name: "",
+    });
+    expect((treeModel.find(afterServer, "new") as TN).temporaryExpiresAt).toBe(
+      undefined,
+    );
+
+    // The authoritative create response carries the deadline.
+    const created: TN = { id: "new", name: "", temporaryExpiresAt: deadline };
+    const patched = applyOptimisticInsert(
+      afterServer,
+      null,
+      created,
+      afterServer.length,
+    );
+
+    // A new reference (the patch wrote) and the node now has the deadline...
+    expect(patched).not.toBe(afterServer);
+    expect((treeModel.find(patched, "new") as TN).temporaryExpiresAt).toBe(
+      deadline,
+    );
+    // ...and still exactly one node (no duplicate re-insert).
+    expect(patched.filter((n) => n.id === "new")).toHaveLength(1);
+  });
+
+  it("(b) does NOT overwrite an existing deadline; returns prev by reference", () => {
+    const existingDeadline = deadline;
+    // The node already exists WITH a deadline (the broadcast carried it).
+    const afterServer = treeModel.insert(fixtureTN, null, {
+      id: "new",
+      name: "",
+      temporaryExpiresAt: existingDeadline,
+    });
+
+    // The create response carries a DIFFERENT deadline; the guard must ignore it.
+    const created: TN = {
+      id: "new",
+      name: "",
+      temporaryExpiresAt: "2099-01-01T00:00:00.000Z",
+    };
+    const after = applyOptimisticInsert(
+      afterServer,
+      null,
+      created,
+      afterServer.length,
+    );
+
+    // prev returned by reference (no write) and the original deadline is kept.
+    expect(after).toBe(afterServer);
+    expect((treeModel.find(after, "new") as TN).temporaryExpiresAt).toBe(
+      existingDeadline,
+    );
+  });
+});
+
 // moveTreeNode socket-handler semantics: the receiver must place the moved node
 // by `position` (NOT index 0) and apply the `pageData` the payload carries so a
 // moved node's title/icon/chevron stay correct. This mirrors the reducer in

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

@@ -9,26 +9,45 @@ export function sortPositionKeys(keys: any[]) {
   });
 }
 
+/**
+ * Single canonical `IPage -> SpaceTreeNode` field mapper. Every place that
+ * materialises a tree node from a page (buildTree, the optimistic insert in
+ * handleCreate, restore, duplicate) routes through here so the field copy —
+ * crucially `temporaryExpiresAt` — can never silently drift between sites. The
+ * `overrides` cover the small per-site differences (e.g. `name: ""` for an
+ * optimistic create, `name: title || "Untitled"` for restore, `canEdit: true`
+ * for duplicate). The default `temporaryExpiresAt` comes straight off the page,
+ * so restore (which the server nulls) stays permanent and a temporary create
+ * keeps its clock marker without a reload.
+ */
+export function pageToTreeNode(
+  page: IPage,
+  overrides?: Partial<SpaceTreeNode>,
+): SpaceTreeNode {
+  return {
+    id: page.id,
+    slugId: page.slugId,
+    name: page.title,
+    icon: page.icon,
+    position: page.position,
+    hasChildren: page.hasChildren,
+    spaceId: page.spaceId,
+    parentPageId: page.parentPageId,
+    canEdit: page.canEdit ?? page.permissions?.canEdit,
+    isTemplate: page.isTemplate,
+    temporaryExpiresAt: page.temporaryExpiresAt,
+    children: [],
+    ...overrides,
+  };
+}
+
 export function buildTree(pages: IPage[]): SpaceTreeNode[] {
   const pageMap: Record<string, SpaceTreeNode> = {};
 
   const tree: SpaceTreeNode[] = [];
 
   pages.forEach((page) => {
-    pageMap[page.id] = {
+    pageMap[page.id] = pageToTreeNode(page);
-      id: page.id,
-      slugId: page.slugId,
-      name: page.title,
-      icon: page.icon,
-      position: page.position,
-      hasChildren: page.hasChildren,
-      spaceId: page.spaceId,
-      parentPageId: page.parentPageId,
-      canEdit: page.canEdit ?? page.permissions?.canEdit,
-      isTemplate: page.isTemplate,
-      temporaryExpiresAt: page.temporaryExpiresAt,
-      children: [],
-    };
   });
 
   // Defense-in-depth: a duplicate id in `pages` would push two references to the

apps/client/src/features/share/components/share-alias-section.test.tsx

@@ -0,0 +1,149 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { render, screen, fireEvent, waitFor } from "@testing-library/react";
+import { MantineProvider } from "@mantine/core";
+import type { IShareAlias } from "@/features/share/types/share.types";
+
+// matchMedia / storage are stubbed globally in vitest.setup.ts.
+
+// The mutation + query hooks reach react-query/network; the availability probe
+// hits the API. Stub them so the section renders in isolation and we can drive
+// the exact branches (taken name -> hint, 409 -> reassign modal).
+const setMutateAsync = vi.fn();
+let currentAlias: IShareAlias | null = null;
+let availabilityResult: {
+  valid: boolean;
+  available: boolean;
+  currentPageId: string | null;
+} = { valid: true, available: true, currentPageId: null };
+
+vi.mock("@/features/share/queries/share-query.ts", () => ({
+  useShareAliasForPageQuery: () => ({ data: currentAlias }),
+  useSetShareAliasMutation: () => ({
+    mutateAsync: setMutateAsync,
+    isPending: false,
+  }),
+  useRemoveShareAliasMutation: () => ({
+    mutateAsync: vi.fn(),
+    isPending: false,
+  }),
+}));
+
+vi.mock("@/features/share/services/share-service.ts", () => ({
+  checkShareAliasAvailability: vi.fn(async () => availabilityResult),
+}));
+
+import ShareAliasSection from "./share-alias-section";
+
+const aliasRow = (alias: string, pageId: string): IShareAlias => ({
+  id: `alias-${alias}`,
+  workspaceId: "ws-1",
+  alias,
+  pageId,
+  creatorId: "user-1",
+  createdAt: new Date().toISOString(),
+  updatedAt: new Date().toISOString(),
+});
+
+function renderSection(pageId = "page-Y") {
+  return render(
+    <MantineProvider>
+      <ShareAliasSection pageId={pageId} readOnly={false} />
+    </MantineProvider>,
+  );
+}
+
+describe("ShareAliasSection — taken-name handling is never a dead end", () => {
+  beforeEach(() => {
+    setMutateAsync.mockReset();
+    currentAlias = null;
+    availabilityResult = { valid: true, available: true, currentPageId: null };
+  });
+
+  it("shows a 'will move it here' HINT (not a terminal error) when the name belongs to another page, and keeps Save enabled", async () => {
+    // Page Y already owns "bee"; the user retypes a name owned by page X.
+    currentAlias = aliasRow("bee", "page-Y");
+    availabilityResult = {
+      valid: true,
+      available: false,
+      currentPageId: "page-X",
+    };
+
+    renderSection("page-Y");
+    const input = screen.getByPlaceholderText("my-page") as HTMLInputElement;
+    fireEvent.change(input, { target: { value: "test2" } });
+
+    // The reassign hint replaces the old dead-end red error.
+    await waitFor(
+      () =>
+        expect(
+          screen.getByText(
+            "This address is in use. Saving will move it to this page.",
+          ),
+        ).toBeDefined(),
+      { timeout: 2000 },
+    );
+    // The old terminal "already in use" error must NOT be shown.
+    expect(screen.queryByText("This address is already in use")).toBeNull();
+
+    // Save stays enabled so the confirm-reassign flow can run.
+    const saveBtn = screen.getByRole("button", {
+      name: "Save",
+    }) as HTMLButtonElement;
+    expect(saveBtn.disabled).toBe(false);
+  });
+
+  it("opens the reassign-confirm modal on a 409 ALIAS_REASSIGN_REQUIRED (path forward, not a dead end)", async () => {
+    currentAlias = aliasRow("bee", "page-Y");
+    availabilityResult = {
+      valid: true,
+      available: false,
+      currentPageId: "page-X",
+    };
+    // The server rejects the un-confirmed save asking the client to confirm.
+    setMutateAsync.mockRejectedValueOnce({
+      status: 409,
+      response: {
+        status: 409,
+        data: {
+          code: "ALIAS_REASSIGN_REQUIRED",
+          currentPageId: "page-X",
+          currentPageTitle: "Alias Test Page X",
+        },
+      },
+    });
+
+    renderSection("page-Y");
+    const input = screen.getByPlaceholderText("my-page") as HTMLInputElement;
+    fireEvent.change(input, { target: { value: "test2" } });
+
+    const saveBtn = screen.getByRole("button", {
+      name: "Save",
+    }) as HTMLButtonElement;
+    await waitFor(() => expect(saveBtn.disabled).toBe(false), {
+      timeout: 2000,
+    });
+    fireEvent.click(saveBtn);
+
+    // First save sent WITHOUT confirmReassign.
+    await waitFor(() =>
+      expect(setMutateAsync).toHaveBeenCalledWith(
+        expect.objectContaining({ alias: "test2", confirmReassign: false }),
+      ),
+    );
+
+    // The "Move custom address?" confirm modal must appear (the path forward).
+    await waitFor(() =>
+      expect(screen.getByText("Move custom address?")).toBeDefined(),
+    );
+    expect(screen.getByRole("button", { name: "Move here" })).toBeDefined();
+
+    // Confirming retries WITH confirmReassign: true.
+    setMutateAsync.mockResolvedValueOnce(aliasRow("test2", "page-Y"));
+    fireEvent.click(screen.getByRole("button", { name: "Move here" }));
+    await waitFor(() =>
+      expect(setMutateAsync).toHaveBeenCalledWith(
+        expect.objectContaining({ alias: "test2", confirmReassign: true }),
+      ),
+    );
+  });
+});

apps/client/src/features/share/components/share-alias-section.tsx

@@ -120,8 +120,13 @@ export default function ShareAliasSection({
   };
 
   const showInvalid = normalized.length > 0 && !isValid;
-  const showTaken =
+  // The typed name is already in use by ANOTHER page. This is NOT a dead end:
-    isValid && !unchanged && availability && !availability.available;
+  // hitting Save triggers the server's 409 `ALIAS_REASSIGN_REQUIRED` and opens
+  // the "Move custom address?" confirm modal that retargets the address here.
+  // So surface it as an informational hint (not a terminal red error) and keep
+  // Save enabled, instead of looking like the address is unusable.
+  const reassignable =
+    isValid && !unchanged && !!availability && !availability.available;
 
   // The slug prefix (e.g. "docs.example.com/l/") is static for the session.
   const prefixLabel = aliasPrefixLabel();
@@ -185,7 +190,6 @@ export default function ShareAliasSection({
               fontSize: "var(--mantine-font-size-xs)",
               color: "var(--mantine-color-dimmed)",
               backgroundColor: "var(--mantine-color-default-hover)",
-              borderRight: "1px solid var(--mantine-color-default-border)",
               borderTopLeftRadius: "var(--input-radius)",
               borderBottomLeftRadius: "var(--input-radius)",
             }}
@@ -199,9 +203,12 @@ export default function ShareAliasSection({
         error={
           showInvalid
             ? t("Use 2-60 lowercase letters, digits and hyphens")
-            : showTaken
+            : undefined
-              ? t("This address is already in use")
+        }
-              : undefined
+        description={
+          reassignable
+            ? t("This address is in use. Saving will move it to this page.")
+            : undefined
         }
       />
 

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

@@ -0,0 +1,74 @@
+import { describe, it, expect, vi, beforeEach } from "vitest";
+import { render, screen, fireEvent, waitFor } from "@testing-library/react";
+import { MantineProvider } from "@mantine/core";
+import { MemoryRouter } from "react-router-dom";
+
+// matchMedia / storage are stubbed globally in vitest.setup.ts.
+
+// Enabling a public share must NOT silently expose the whole sub-tree (#216):
+// the create call defaults includeSubPages to false. This was a one-literal,
+// security-relevant default with no test — lock it.
+
+const createMutateAsync = vi.fn(async () => ({}));
+const deleteMutateAsync = vi.fn(async () => ({}));
+
+// No existing share for this page (toggle starts OFF).
+let shareData: any = undefined;
+
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({ t: (key: string) => key }),
+}));
+
+vi.mock("@/features/share/queries/share-query.ts", () => ({
+  useCreateShareMutation: () => ({ mutateAsync: createMutateAsync }),
+  useDeleteShareMutation: () => ({ mutateAsync: deleteMutateAsync }),
+  useUpdateShareMutation: () => ({ mutateAsync: vi.fn() }),
+  useShareForPageQuery: () => ({ data: shareData }),
+}));
+
+vi.mock("@/features/page/queries/page-query.ts", () => ({
+  usePageQuery: () => ({ data: { id: "page-1", title: "Doc" } }),
+}));
+
+vi.mock("@/features/space/queries/space-query.ts", () => ({
+  useSpaceQuery: () => ({ data: { settings: {} } }),
+}));
+
+import ShareModal from "./share-modal";
+
+function renderModal() {
+  return render(
+    <MemoryRouter>
+      <MantineProvider>
+        <ShareModal readOnly={false} />
+      </MantineProvider>
+    </MemoryRouter>,
+  );
+}
+
+describe("ShareModal — enabling a share defaults includeSubPages to false (#216)", () => {
+  beforeEach(() => {
+    createMutateAsync.mockClear();
+    deleteMutateAsync.mockClear();
+    shareData = undefined;
+  });
+
+  it("creates the share with includeSubPages: false when the user turns it on", async () => {
+    renderModal();
+
+    // Open the share popover.
+    fireEvent.click(screen.getByRole("button", { name: "Share" }));
+
+    // The "Share to web" toggle is the only switch in the not-yet-shared state.
+    const toggle = await screen.findByRole("switch");
+    fireEvent.click(toggle);
+
+    await waitFor(() => expect(createMutateAsync).toHaveBeenCalledTimes(1));
+    expect(createMutateAsync).toHaveBeenCalledWith(
+      expect.objectContaining({
+        pageId: "page-1",
+        includeSubPages: false,
+      }),
+    );
+  });
+});

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

@@ -73,7 +73,10 @@ export default function ShareModal({ readOnly }: ShareModalProps) {
       if (value) {
         await createShareMutation.mutateAsync({
           pageId: pageId,
-          includeSubPages: true,
+          // Opt-in: enabling a share must NOT silently expose the whole
+          // sub-tree (#216). Sub-pages are shared only when the user turns on
+          // the dedicated "Include sub-pages" toggle.
+          includeSubPages: false,
           searchIndexing: false,
         });
       } else if (share && share.id) {

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

@@ -35,9 +35,17 @@ export interface ISharedItem extends IShare {
   };
 }
 
-export interface ISharedPage extends IShare {
+// The `/shares/page-info` (anonymous) response. Mirrors the server-side
-  page: IPage;
+// PublicSharePayload allowlist (#218): the server trims `page`/`share` to these
-  share: IShare & {
+// fields exactly, so the client type must not over-declare internal metadata it
+// will never receive. Keep this in sync with share-public-payload.ts.
+export interface ISharedPage {
+  page: Pick<IPage, "id" | "slugId" | "title" | "icon" | "content">;
+  share: {
+    id: string;
+    key: string;
+    includeSubPages: boolean;
+    searchIndexing: boolean;
     level: number;
     sharedPage: { id: string; slugId: string; title: string; icon: string };
   };
@@ -73,6 +81,10 @@ export type IUpdateShare = ICreateShare & { shareId: string; pageId?: string };
 
 export interface IShareInfoInput {
   pageId: string;
+  // The share id/key from the `/share/:shareId/p/:slug` URL. When present the
+  // server binds content access to this exact share (#218): a forged/mismatched
+  // shareId 404s instead of rendering the page off its slug alone.
+  shareId?: string;
 }
 
 // Vanity /l/:alias pointer.

apps/client/src/features/space/components/space-create-note-buttons.tsx

@@ -0,0 +1,79 @@
+import { useState } from "react";
+import { Button, Stack } from "@mantine/core";
+import { IconHourglass, IconPlus } from "@tabler/icons-react";
+import { useParams } from "react-router-dom";
+import { useTranslation } from "react-i18next";
+import { useGetSpaceBySlugQuery } from "@/features/space/queries/space-query.ts";
+import { useTreeMutation } from "@/features/page/tree/hooks/use-tree-mutation.ts";
+import { useSpaceAbility } from "@/features/space/permissions/use-space-ability.ts";
+import {
+  SpaceCaslAction,
+  SpaceCaslSubject,
+} from "@/features/space/permissions/permissions.type.ts";
+
+// Space-overview quick actions: create a regular note or a temporary note
+// (which auto-moves to Trash after the workspace lifetime) directly in the
+// current space and open it. Mirrors the sidebar's create buttons but lives on
+// the space overview screen, reusing `useTreeMutation.handleCreate` so the new
+// page is optimistically inserted into the sidebar tree and navigated to.
+export default function SpaceCreateNoteButtons() {
+  const { t } = useTranslation();
+  const { spaceSlug } = useParams();
+  const { data: space } = useGetSpaceBySlugQuery(spaceSlug);
+  const spaceAbility = useSpaceAbility(space?.membership?.permissions);
+  // `handleCreate` is read unconditionally to keep hook order stable; it is
+  // only invoked after the permission guard below confirms a loaded space.
+  const { handleCreate } = useTreeMutation(space?.id ?? "");
+  // Which create action is in flight: drives the per-button spinner and the
+  // shared disabled state so a slow create round-trip cannot be double-fired.
+  const [pending, setPending] = useState<"regular" | "temporary" | null>(null);
+
+  // Render nothing until the space loads, or when the user cannot manage pages.
+  if (!space) return null;
+  if (spaceAbility.cannot(SpaceCaslAction.Manage, SpaceCaslSubject.Page)) {
+    return null;
+  }
+
+  const createNote = (temporary: boolean) => {
+    if (pending) return;
+    setPending(temporary ? "temporary" : "regular");
+    // handleCreate creates the page then navigates away (unmounting this
+    // component); the create mutation already shows a red notification on
+    // failure, so swallow the rejection and just clear the pending flag.
+    handleCreate(null, temporary ? { temporary: true } : undefined)
+      .catch(() => {})
+      .finally(() => setPending(null));
+  };
+
+  // Two full-width, vertically stacked buttons: a neutral regular note and an
+  // orange-tinted temporary note. Stacking full-width keeps the longer "New
+  // temporary note" label from clipping on narrow mobile widths.
+  return (
+    <Stack gap="sm">
+      <Button
+        size="md"
+        variant="light"
+        color="gray"
+        fullWidth
+        leftSection={<IconPlus size={18} />}
+        loading={pending === "regular"}
+        disabled={pending !== null}
+        onClick={() => createNote(false)}
+      >
+        {t("New note")}
+      </Button>
+      <Button
+        size="md"
+        variant="light"
+        color="orange"
+        fullWidth
+        leftSection={<IconHourglass size={18} />}
+        loading={pending === "temporary"}
+        disabled={pending !== null}
+        onClick={() => createNote(true)}
+      >
+        {t("New temporary note")}
+      </Button>
+    </Stack>
+  );
+}

apps/client/src/features/websocket/tree-socket-reducers.test.ts

@@ -323,4 +323,18 @@ describe("applyAddTreeNode", () => {
       "child",
     ]);
   });
+
+  it("carries temporaryExpiresAt onto the inserted node so the clock marker shows on create (no reload)", () => {
+    // A note created as temporary broadcasts addTreeNode with the death-timer
+    // deadline in its payload; the receiver's inserted node must keep it so
+    // space-tree-row renders the orange clock marker immediately.
+    const tree = roots();
+    const expiresAt = "2026-06-27T21:00:00.000Z";
+    const next = applyAddTreeNode(tree, {
+      parentId: null as unknown as string,
+      index: 0,
+      data: node("temp", { position: "a3", temporaryExpiresAt: expiresAt }),
+    });
+    expect(treeModel.find(next, "temp")?.temporaryExpiresAt).toBe(expiresAt);
+  });
 });

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

@@ -0,0 +1,407 @@
+import { useEffect, useMemo, useState } from "react";
+import {
+  Accordion,
+  Alert,
+  Badge,
+  Button,
+  Center,
+  Checkbox,
+  Group,
+  Loader,
+  Modal,
+  Radio,
+  Select,
+  Stack,
+  Text,
+} from "@mantine/core";
+import { IconAlertTriangle } from "@tabler/icons-react";
+import { useTranslation } from "react-i18next";
+import {
+  useAiRoleCatalogBundleQuery,
+  useAiRoleCatalogQuery,
+  useImportAiRolesFromCatalogMutation,
+  useUpdateAiRoleFromCatalogMutation,
+} from "@/features/ai-chat/queries/ai-chat-query.ts";
+import {
+  IAiRole,
+  IAiRoleCatalogBundleSummary,
+  IAiRoleCatalogRole,
+} from "@/features/ai-chat/types/ai-chat.types.ts";
+import { catalogRoleInstallState } from "@/features/ai-chat/utils/catalog-role-install-state.ts";
+
+interface AiAgentRolesCatalogModalProps {
+  opened: boolean;
+  onClose: () => void;
+  // The current admin role list (full view, including `source`). Used to compute
+  // each catalog role's install state (import / installed / update available).
+  roles: IAiRole[];
+}
+
+/** How a name collision with an existing role is handled on import. */
+type Conflict = "skip" | "rename";
+
+/**
+ * Admin modal: browse the curated role catalog, import roles, and update an
+ * imported role when the catalog ships a newer version.
+ *
+ * Import is per-bundle (the endpoint takes a single bundleId). Each bundle's
+ * Accordion panel has its own "Import" button that imports only that bundle's
+ * checked roles — the simplest mapping to the one-bundle-per-call API and the
+ * clearest UX. Selection state is tracked per bundle.
+ */
+export default function AiAgentRolesCatalogModal({
+  opened,
+  onClose,
+  roles,
+}: AiAgentRolesCatalogModalProps) {
+  const { t, i18n } = useTranslation();
+
+  // The user's i18n base subtag (e.g. "ru-RU" => "ru"); the preferred catalog
+  // language both when seeding and when reconciling against offered languages.
+  const baseLang = (i18n.language || "en").split("-")[0].toLowerCase();
+
+  // Fetch the catalog only while the modal is open. `language` drives both the
+  // catalog query (bundle names) and bundle reads (role content). Seed it
+  // synchronously from the base subtag so the first fetch already uses the
+  // user's language; the effect below still reconciles against the catalog's
+  // offered languages once they load.
+  const [language, setLanguage] = useState<string>(() => baseLang);
+  const catalogQuery = useAiRoleCatalogQuery(language || "en", opened);
+
+  // On name conflict: Skip (default) or Rename to a free " (N)" name.
+  const [conflict, setConflict] = useState<Conflict>("skip");
+
+  // The currently expanded bundle id (Accordion is single-open: one bundle's
+  // roles are fetched at a time).
+  const [expanded, setExpanded] = useState<string | null>(null);
+
+  // Per-bundle selected slugs (import-state roles checked for import).
+  const [selected, setSelected] = useState<Record<string, Set<string>>>({});
+
+  const languages = catalogQuery.data?.languages;
+
+  // Pick a sensible default language from the catalog once it loads: the i18n
+  // base subtag (e.g. "ru-RU" => "ru") if offered, else "en", else the first.
+  useEffect(() => {
+    if (!languages || languages.length === 0) return;
+    if (language && languages.includes(language)) return;
+    const preferred = languages.includes(baseLang)
+      ? baseLang
+      : languages.includes("en")
+        ? "en"
+        : languages[0];
+    setLanguage(preferred);
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [languages]);
+
+  // Reset per-language UI state when the language changes (the bundle content,
+  // hence the install computations, are language-specific).
+  useEffect(() => {
+    setExpanded(null);
+    setSelected({});
+  }, [language]);
+
+  return (
+    <Modal
+      opened={opened}
+      onClose={onClose}
+      title={t("Role catalog")}
+      size="lg"
+    >
+      <Stack>
+        <Select
+          label={t("Language")}
+          data={languages ?? []}
+          value={language || null}
+          onChange={(value) => value && setLanguage(value)}
+          allowDeselect={false}
+          disabled={!languages || languages.length === 0}
+          comboboxProps={{ withinPortal: true }}
+        />
+
+        <Radio.Group
+          label={t("On name conflict")}
+          value={conflict}
+          onChange={(value) => setConflict(value as Conflict)}
+        >
+          <Group mt="xs">
+            <Radio value="skip" label={t("Skip")} />
+            <Radio value="rename" label={t("Rename")} />
+          </Group>
+        </Radio.Group>
+
+        {catalogQuery.isLoading && (
+          <Center py="lg">
+            <Loader size="sm" />
+          </Center>
+        )}
+
+        {catalogQuery.isError && (
+          <Alert
+            color="red"
+            icon={<IconAlertTriangle size={16} />}
+            title={t("The role catalog is unavailable")}
+          >
+            {t("Please try again later.")}
+          </Alert>
+        )}
+
+        {catalogQuery.data && catalogQuery.data.bundles.length === 0 && (
+          <Text size="sm" c="dimmed">
+            {t("No bundles available")}
+          </Text>
+        )}
+
+        {catalogQuery.data && catalogQuery.data.bundles.length > 0 && (
+          <Accordion
+            variant="separated"
+            value={expanded}
+            onChange={setExpanded}
+          >
+            {catalogQuery.data.bundles.map((bundle) => (
+              <BundlePanel
+                key={bundle.id}
+                bundle={bundle}
+                language={language}
+                expanded={expanded === bundle.id}
+                roles={roles}
+                conflict={conflict}
+                selected={selected[bundle.id]}
+                onToggleSlug={(slug, checked) =>
+                  setSelected((prev) => {
+                    const next = new Set(prev[bundle.id] ?? []);
+                    if (checked) next.add(slug);
+                    else next.delete(slug);
+                    return { ...prev, [bundle.id]: next };
+                  })
+                }
+                onSetSelected={(slugs) =>
+                  setSelected((prev) => ({
+                    ...prev,
+                    [bundle.id]: new Set(slugs),
+                  }))
+                }
+              />
+            ))}
+          </Accordion>
+        )}
+
+        <Group justify="flex-end" mt="sm">
+          <Button variant="default" onClick={onClose}>
+            {t("Close")}
+          </Button>
+        </Group>
+      </Stack>
+    </Modal>
+  );
+}
+
+interface BundlePanelProps {
+  bundle: IAiRoleCatalogBundleSummary;
+  language: string;
+  expanded: boolean;
+  roles: IAiRole[];
+  conflict: Conflict;
+  selected: Set<string> | undefined;
+  onToggleSlug: (slug: string, checked: boolean) => void;
+  onSetSelected: (slugs: string[]) => void;
+}
+
+/** One catalog bundle: its roles (fetched when expanded) + a per-bundle import. */
+function BundlePanel({
+  bundle,
+  language,
+  expanded,
+  roles,
+  conflict,
+  selected,
+  onToggleSlug,
+  onSetSelected,
+}: BundlePanelProps) {
+  const { t } = useTranslation();
+
+  // Only fetch this bundle's roles once it is actually expanded.
+  const bundleQuery = useAiRoleCatalogBundleQuery(
+    bundle.id,
+    language,
+    expanded && !!language,
+  );
+
+  const importMutation = useImportAiRolesFromCatalogMutation();
+  const updateMutation = useUpdateAiRoleFromCatalogMutation();
+
+  // Compute each catalog role's install state against the current workspace
+  // roles (matched by source.slug + source.language). The decision lives in the
+  // pure `catalogRoleInstallState` helper so it is unit-tested directly.
+  const computed = useMemo(() => {
+    const list = bundleQuery.data?.roles ?? [];
+    return list.map((role) => ({
+      role,
+      ...catalogRoleInstallState(role, roles, language),
+    }));
+  }, [bundleQuery.data, roles, language]);
+
+  // Default-check every importable role once the bundle content arrives (unless
+  // the user already touched the selection for this bundle).
+  useEffect(() => {
+    if (!bundleQuery.data || selected !== undefined) return;
+    onSetSelected(
+      computed.filter((c) => c.state === "import").map((c) => c.role.slug),
+    );
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [bundleQuery.data]);
+
+  const importableSlugs = computed
+    .filter((c) => c.state === "import")
+    .map((c) => c.role.slug);
+  const checkedSlugs = importableSlugs.filter((slug) => selected?.has(slug));
+
+  function handleImport() {
+    importMutation.mutate({
+      bundleId: bundle.id,
+      language,
+      slugs: checkedSlugs,
+      conflict,
+    });
+  }
+
+  return (
+    <Accordion.Item value={bundle.id}>
+      <Accordion.Control>
+        <Stack gap={2}>
+          <Text fw={500}>{bundle.name}</Text>
+          {bundle.description && (
+            <Text size="xs" c="dimmed">
+              {bundle.description}
+            </Text>
+          )}
+        </Stack>
+      </Accordion.Control>
+      <Accordion.Panel>
+        {bundleQuery.isLoading && (
+          <Center py="md">
+            <Loader size="sm" />
+          </Center>
+        )}
+
+        {bundleQuery.isError && (
+          <Alert
+            color="red"
+            icon={<IconAlertTriangle size={16} />}
+            title={t("The role catalog is unavailable")}
+          >
+            {t("Please try again later.")}
+          </Alert>
+        )}
+
+        {bundleQuery.data && (
+          <Stack gap="xs">
+            {computed.map((entry) => (
+              <CatalogRoleRow
+                key={entry.role.slug}
+                role={entry.role}
+                state={entry.state}
+                checked={
+                  entry.state === "import"
+                    ? !!selected?.has(entry.role.slug)
+                    : false
+                }
+                onToggle={(checked) => onToggleSlug(entry.role.slug, checked)}
+                fromVersion={
+                  entry.state === "update" ? entry.fromVersion : undefined
+                }
+                onUpdate={
+                  entry.state === "update"
+                    ? () => updateMutation.mutate(entry.installed.id)
+                    : undefined
+                }
+                updating={updateMutation.isPending}
+              />
+            ))}
+
+            <Group justify="flex-end" mt="xs">
+              <Button
+                size="xs"
+                onClick={handleImport}
+                loading={importMutation.isPending}
+                disabled={checkedSlugs.length === 0}
+              >
+                {t("Import")}
+              </Button>
+            </Group>
+          </Stack>
+        )}
+      </Accordion.Panel>
+    </Accordion.Item>
+  );
+}
+
+interface CatalogRoleRowProps {
+  role: IAiRoleCatalogRole;
+  state: "import" | "installed" | "update";
+  checked: boolean;
+  onToggle: (checked: boolean) => void;
+  // The installed role's current source version (only set in the "update" state).
+  fromVersion?: number;
+  onUpdate?: () => void;
+  updating: boolean;
+}
+
+/** A single catalog role row with its install-state affordance. */
+function CatalogRoleRow({
+  role,
+  state,
+  checked,
+  onToggle,
+  fromVersion,
+  onUpdate,
+  updating,
+}: CatalogRoleRowProps) {
+  const { t } = useTranslation();
+
+  return (
+    <Group justify="space-between" wrap="nowrap" align="flex-start">
+      <Group gap="xs" wrap="nowrap" align="flex-start" style={{ minWidth: 0 }}>
+        {state === "import" && (
+          <Checkbox
+            checked={checked}
+            onChange={(event) => onToggle(event.currentTarget.checked)}
+            aria-label={role.name}
+          />
+        )}
+        <Stack gap={2} style={{ minWidth: 0 }}>
+          <Text fw={500} truncate>
+            {role.emoji ? `${role.emoji} ` : ""}
+            {role.name}
+          </Text>
+          {role.description && (
+            <Text size="xs" c="dimmed">
+              {role.description}
+            </Text>
+          )}
+        </Stack>
+      </Group>
+
+      <Group gap="xs" wrap="nowrap" style={{ flex: "none" }}>
+        {state === "installed" && (
+          <Badge size="sm" variant="light" color="gray">
+            {t("Installed")}
+          </Badge>
+        )}
+        {state === "update" && (
+          <>
+            <Badge size="sm" variant="light" color="blue">
+              {t("v{{from}} → v{{to}}", {
+                from: fromVersion ?? 0,
+                to: role.version,
+              })}
+            </Badge>
+            <Button size="xs" variant="light" onClick={onUpdate} loading={updating}>
+              {t("Update")}
+            </Button>
+          </>
+        )}
+      </Group>
+    </Group>
+  );
+}

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

@@ -13,7 +13,12 @@ import {
 } from "@mantine/core";
 import { useDisclosure } from "@mantine/hooks";
 import { modals } from "@mantine/modals";
-import { IconPencil, IconPlus, IconTrash } from "@tabler/icons-react";
+import {
+  IconPackageImport,
+  IconPencil,
+  IconPlus,
+  IconTrash,
+} from "@tabler/icons-react";
 import { useTranslation } from "react-i18next";
 import useUserRole from "@/hooks/use-user-role.tsx";
 import {
@@ -23,6 +28,7 @@ import {
 } from "@/features/ai-chat/queries/ai-chat-query.ts";
 import { IAiRole } from "@/features/ai-chat/types/ai-chat.types.ts";
 import AiAgentRoleForm from "./ai-agent-role-form.tsx";
+import AiAgentRolesCatalogModal from "./ai-agent-roles-catalog-modal.tsx";
 
 /**
  * Admin section: list / add / edit / delete reusable agent roles. A role
@@ -39,6 +45,9 @@ export default function AiAgentRoles() {
   const deleteMutation = useDeleteAiRoleMutation();
 
   const [opened, { open, close }] = useDisclosure(false);
+  // Separate disclosure for the catalog (import/update) modal.
+  const [catalogOpened, { open: openCatalog, close: closeCatalog }] =
+    useDisclosure(false);
   // The role being edited; undefined => the modal is in "create" mode.
   const [editing, setEditing] = useState<IAiRole | undefined>(undefined);
 
@@ -86,14 +95,24 @@ export default function AiAgentRoles() {
           />
           <Text fw={600}>{t("Agent roles")}</Text>
         </Group>
-        <Button
+        <Group gap="xs" wrap="nowrap">
-          leftSection={<IconPlus size={16} />}
+          <Button
-          variant="default"
+            leftSection={<IconPackageImport size={16} />}
-          size="xs"
+            variant="default"
-          onClick={openCreate}
+            size="xs"
-        >
+            onClick={openCatalog}
-          {t("Add role")}
+          >
-        </Button>
+            {t("Import from catalog")}
+          </Button>
+          <Button
+            leftSection={<IconPlus size={16} />}
+            variant="default"
+            size="xs"
+            onClick={openCreate}
+          >
+            {t("Add role")}
+          </Button>
+        </Group>
       </Group>
       <Text size="xs" c="dimmed" mt={4}>
         {t(
@@ -102,9 +121,19 @@ export default function AiAgentRoles() {
       </Text>
 
       {!isLoading && (!roles || roles.length === 0) && (
-        <Text size="sm" c="dimmed" mt="sm">
+        <Group gap="sm" mt="sm" align="center">
-          {t("No roles configured")}
+          <Text size="sm" c="dimmed">
-        </Text>
+            {t("No roles configured")}
+          </Text>
+          <Button
+            leftSection={<IconPackageImport size={16} />}
+            variant="light"
+            size="xs"
+            onClick={openCatalog}
+          >
+            {t("Browse the catalog")}
+          </Button>
+        </Group>
       )}
 
       <Stack gap="xs" mt="sm">
@@ -170,6 +199,12 @@ export default function AiAgentRoles() {
         {/* Remount the form per target so its internal state re-hydrates. */}
         <AiAgentRoleForm key={editing?.id ?? "new"} role={editing} onClose={close} />
       </Modal>
+
+      <AiAgentRolesCatalogModal
+        opened={catalogOpened}
+        onClose={closeCatalog}
+        roles={roles ?? []}
+      />
     </Paper>
   );
 }

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

@@ -20,7 +20,6 @@ export interface IWorkspace {
   plan?: string;
   enforceMfa?: boolean;
   aiSearch?: boolean;
-  generativeAi?: boolean;
   disablePublicSharing?: boolean;
   mcpEnabled?: boolean;
   aiChat?: boolean;
@@ -61,12 +60,14 @@ export interface IWorkspaceApiSettings {
 
 export interface IWorkspaceAiSettings {
   search?: boolean;
-  generative?: boolean;
   mcp?: boolean;
   chat?: boolean;
   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/pages/share/shared-page.tsx

@@ -24,6 +24,9 @@ export default function SharedPage() {
 
   const { data, isLoading, isError, error } = useSharePageQuery({
     pageId: extractPageSlugId(pageSlug),
+    // Forward the URL's shareId so the server binds content to this share
+    // (#218): a forged shareId 404s instead of rendering the page off its slug.
+    shareId,
   });
 
   const sharedTreeData = useAtomValue(sharedTreeDataAtom);

apps/client/src/pages/space/space-home.tsx

@@ -1,5 +1,6 @@
-import {Container} from "@mantine/core";
+import {Container, Space} from "@mantine/core";
 import SpaceHomeTabs from "@/features/space/components/space-home-tabs.tsx";
+import SpaceCreateNoteButtons from "@/features/space/components/space-create-note-buttons.tsx";
 import {useParams} from "react-router-dom";
 import {useGetSpaceBySlugQuery} from "@/features/space/queries/space-query.ts";
 import {getAppName} from "@/lib/config.ts";
@@ -15,7 +16,13 @@ export default function SpaceHome() {
                 <title>{space?.name || 'Overview'} - {getAppName()}</title>
             </Helmet>
             <Container size={"900"} pt="xl">
-                {space && <SpaceHomeTabs/>}
+                {space && (
+                    <>
+                        <SpaceCreateNoteButtons/>
+                        <Space h="md"/>
+                        <SpaceHomeTabs/>
+                    </>
+                )}
             </Container>
         </>
     );

apps/server/src/collaboration/extensions/persistence-store.spec.ts

@@ -205,6 +205,32 @@ describe('PersistenceExtension.onStoreDocument — Approach-A boundary snapshot'
     expect(historyQueue.add).toHaveBeenCalledTimes(1);
   });
 
+  // #206 persist-6 — RED (it.failing): a momentarily-empty live Y.Doc must not
+  // overwrite non-empty persisted content. `onStoreDocument` empty-guards the
+  // LOAD path but not the STORE path, so today an empty doc (a client/agent
+  // glitch, a bad merge, an emptying transclusion) is written straight over the
+  // page and the content is wiped silently. A store-side empty-guard is a real
+  // behaviour change (a deliberate "select-all + delete" is also empty), so it
+  // is left UNFIXED pending a product decision; this documents the data-loss
+  // path and flips to a normal passing test the moment the guard lands.
+  it.failing(
+    'does NOT overwrite non-empty content with a momentarily-empty live doc (persist-6)',
+    async () => {
+      const emptyDoc = { type: 'doc', content: [{ type: 'paragraph' }] };
+      const document = ydocFor(emptyDoc);
+      pageRepo.findById.mockResolvedValue({
+        ...persistedHumanPage('IGNORED'),
+        content: doc('IMPORTANT RICH CONTENT'),
+      });
+
+      await ext.onStoreDocument(buildData(document, 'user') as any);
+
+      // Desired contract: the empty incoming doc is rejected and the rich page
+      // survives. Today updatePage is called with the empty content (data loss).
+      expect(pageRepo.updatePage).not.toHaveBeenCalled();
+    },
+  );
+
   // persist-1 — when every attempt fails the hook must NOT report a phantom
   // success: no "page.updated" badge broadcast and no history snapshot for
   // content that was never written.

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

@@ -0,0 +1,492 @@
+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 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 +1,426 @@
+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 (pending -> running) 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. Records `stop_requested_at` on the row (only while active) and
+   * aborts the in-process controller if this replica owns the run. 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 marked = await this.runRepo.markStopRequested(runId, workspaceId);
+    const entry = this.active.get(runId);
+    if (entry) {
+      // Abort the live turn -> streamText onAbort fires -> the partial is
+      // persisted (#183) and finalizeRun settles the row as 'aborted'.
+      entry.controller.abort();
+    }
+    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

@@ -0,0 +1,45 @@
+import { AiChatController } from './ai-chat.controller';
+import type { User, Workspace } from '@docmost/db/types/entity.types';
+
+/**
+ * Wiring spec for the #191 `POST /ai-chat/bound-chat` endpoint. It must forward
+ * the requesting user + workspace + pageId to findLatestByPage and return the
+ * matched chat's id, or `{ chatId: null }` when there is none. The repo already
+ * scopes to the caller's OWN chats, so a foreign pageId simply yields no match
+ * (null) — no extra page-access check is needed. Exercised with hand-rolled
+ * mocks, no Nest graph and no DB.
+ */
+describe('AiChatController.boundChat', () => {
+  const user = { id: 'u1' } as User;
+  const workspace = { id: 'ws1' } as Workspace;
+
+  function makeController(chat: unknown) {
+    const aiChatRepo = {
+      findLatestByPage: jest.fn().mockResolvedValue(chat),
+    };
+    const controller = new AiChatController(
+      {} as never,
+      {} as never, // aiChatRunService
+      aiChatRepo as never,
+      {} as never,
+      {} as never,
+    );
+    return { controller, aiChatRepo };
+  }
+
+  it('returns the owned chat id and scopes the lookup to user + workspace + page', async () => {
+    const { controller, aiChatRepo } = makeController({
+      id: 'c1',
+      creatorId: 'u1',
+    });
+    const res = await controller.boundChat({ pageId: 'p1' }, user, workspace);
+    expect(aiChatRepo.findLatestByPage).toHaveBeenCalledWith('u1', 'ws1', 'p1');
+    expect(res).toEqual({ chatId: 'c1' });
+  });
+
+  it('returns { chatId: null } for a page with no owned chat (incl. foreign pageId)', async () => {
+    const { controller } = makeController(undefined);
+    const res = await controller.boundChat({ pageId: 'foreign' }, user, workspace);
+    expect(res).toEqual({ chatId: null });
+  });
+});

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 +1,163 @@
+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
+    );
+    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,
@@ -20,21 +21,35 @@ 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';
 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,
   ChatIdDto,
   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';
@@ -51,6 +66,7 @@ export class AiChatController {
 
   constructor(
     private readonly aiChatService: AiChatService,
+    private readonly aiChatRunService: AiChatRunService,
     private readonly aiChatRepo: AiChatRepo,
     private readonly aiChatMessageRepo: AiChatMessageRepo,
     private readonly aiTranscription: AiTranscriptionService,
@@ -67,6 +83,28 @@ export class AiChatController {
     return this.aiChatRepo.findByCreator(user.id, workspace.id, pagination);
   }
 
+  /**
+   * Resolve the chat bound to a document for the requesting user: the most-recent
+   * non-deleted chat created on that page (ai_chats.page_id). Returns
+   * { chatId: null } when the page has no owned chat (-> a fresh chat). No page
+   * access check needed: only the caller's OWN chats are matched, so a foreign
+   * pageId reveals nothing.
+   */
+  @HttpCode(HttpStatus.OK)
+  @Post('bound-chat')
+  async boundChat(
+    @Body() dto: BoundChatDto,
+    @AuthUser() user: User,
+    @AuthWorkspace() workspace: Workspace,
+  ): Promise<{ chatId: string | null }> {
+    const chat = await this.aiChatRepo.findLatestByPage(
+      user.id,
+      workspace.id,
+      dto.pageId,
+    );
+    return { chatId: chat?.id ?? null };
+  }
+
   /** Fetch the messages of a chat (oldest first, paginated). */
   @HttpCode(HttpStatus.OK)
   @Post('messages')
@@ -114,6 +152,75 @@ 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')
@@ -165,11 +272,20 @@ 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
@@ -193,6 +309,58 @@ 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;
@@ -207,18 +375,44 @@ 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(
+        if (autonomousRuns) {
-          `AI chat stream: client disconnected before completion; aborting turn ` +
+          // #184: the turn is a DETACHED run. A disconnect must NOT abort it —
-            `(elapsed=${Date.now() - reqStartedAt}ms since request received)`,
+          // the run keeps executing and persisting server-side; the client
-        );
+          // reconnects via /ai-chat/run (or re-stops via /ai-chat/stop). Log only.
-        controller.abort();
+          this.logger.log(
+            `AI chat stream: client disconnected; run continues server-side ` +
+              `(elapsed=${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();
@@ -233,15 +427,32 @@ 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
+      // Any failure AFTER hijack can no longer go through Nest's exception
-      // a minimal error on the raw socket if nothing has been written yet.
+      // filter, so emit the error on the raw socket if nothing has been written
-      this.logger.error('AI chat stream failed', err as Error);
+      // 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();
       }
@@ -319,8 +530,8 @@ export class AiChatController {
 
   /**
    * Generate a page title from supplied note content (#199). One-shot,
-   * non-streaming. Gated by the workspace AI flag (reusing settings.ai.generative,
+   * non-streaming. Gated by the AI chat flag (settings.ai.chat, the same toggle
-   * the same flag that gates the on-page generative AI menu); returns { title }.
+   * that enables the chat agent); returns { title }.
    * The endpoint NEVER writes the page — the client applies the title via the
    * existing /pages/update route (which enforces edit permission), so access
    * checks are not duplicated here. Throttled per user via AI_CHAT_THROTTLER.
@@ -334,9 +545,9 @@ export class AiChatController {
     @AuthWorkspace() workspace: Workspace,
   ): Promise<{ title: string }> {
     const settings = (workspace.settings ?? {}) as {
-      ai?: { generative?: boolean };
+      ai?: { chat?: boolean };
     };
-    if (settings.ai?.generative !== true) {
+    if (settings.ai?.chat !== true) {
       throw new ForbiddenException('AI title generation is disabled');
     }
     try {

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

@@ -42,7 +42,7 @@ describe('cleanGeneratedTitle', () => {
 
 /**
  * Wiring spec for the #199 `POST /ai-chat/generate-page-title` endpoint. It must:
- * gate on settings.ai.generative (403 when off), delegate to the service when on,
+ * gate on settings.ai.chat (403 when off), delegate to the service when on,
  * rethrow HttpExceptions verbatim (e.g. AiNotConfiguredException -> 503), and map
  * any other provider/transport fault to a 503. Exercised by instantiating the
  * controller with hand-rolled mocks — no Nest graph, no DB.
@@ -50,13 +50,14 @@ describe('cleanGeneratedTitle', () => {
 describe('AiChatController.generatePageTitle', () => {
   const enabledWorkspace = {
     id: 'ws1',
-    settings: { ai: { generative: true } },
+    settings: { ai: { chat: true } },
   } as unknown as Workspace;
 
   function makeController(generate: jest.Mock) {
     const aiChatService = { generatePageTitle: generate };
     const controller = new AiChatController(
       aiChatService as never,
+      {} as never, // aiChatRunService
       {} as never,
       {} as never,
       {} as never,
@@ -64,7 +65,7 @@ describe('AiChatController.generatePageTitle', () => {
     return { controller, aiChatService };
   }
 
-  it('forbids when the generative AI flag is off', async () => {
+  it('forbids when the AI chat flag is off', async () => {
     const generate = jest.fn();
     const { controller } = makeController(generate);
     const disabled = { id: 'ws1', settings: {} } as unknown as Workspace;
@@ -74,12 +75,12 @@ describe('AiChatController.generatePageTitle', () => {
     expect(generate).not.toHaveBeenCalled();
   });
 
-  it('forbids when settings.ai.generative is anything but exactly true', async () => {
+  it('forbids when settings.ai.chat is anything but exactly true', async () => {
     const generate = jest.fn();
     const { controller } = makeController(generate);
     const ws = {
       id: 'ws1',
-      settings: { ai: { generative: 'yes' } },
+      settings: { ai: { chat: 'yes' } },
     } as unknown as Workspace;
     await expect(
       controller.generatePageTitle({ content: 'body' }, ws),

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
@@ -59,3 +61,97 @@ 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, // aiSettings
+      {} as never, // tools
+      {} as never, // mcpClients
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo
+      {} as never, // pageAccess
+    );
+
+    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 +1,337 @@
+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, // aiSettings
+      {} as never, // tools
+      {} as never, // mcpClients
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo
+      {} as never, // pageAccess
+    );
+    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,
+      aiSettings as never,
+      tools as never,
+      mcpClients as never,
+      {} as never, // aiAgentRoleRepo
+      {} as never, // pageRepo (openPage undefined -> never touched)
+      {} as never, // pageAccess
+    );
+    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'),
+    );
+  });
+});

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

@@ -371,6 +371,12 @@ 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

@@ -37,6 +37,36 @@ export class GetChatMessagesDto {
   cursor?: string;
 }
 
+/** Resolve the chat bound to a document (the page's most-recent owned chat). */
+export class BoundChatDto {
+  @IsString()
+  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/external-mcp/mcp-clients.lease.spec.ts

@@ -0,0 +1,157 @@
+import { McpClientsService } from './mcp-clients.service';
+
+/**
+ * #204 (Phase 1, highest-value MCP gap) — external MCP client lease / refcount /
+ * eviction lifecycle.
+ *
+ * `toolsFor` hands the streaming turn a release handle; the real transports must
+ * be closed EXACTLY once and only when (a) the cache entry has been evicted AND
+ * (b) no turn still leases it. The bugs this guards against:
+ *   - leak: an evicted entry whose clients are never closed (refCount stuck > 0);
+ *   - premature close: a TTL/CRUD eviction closing a client a turn is still
+ *     executing tool calls against;
+ *   - double close: a release handle closing the same client more than once.
+ *
+ * The private `buildEntry` is stubbed so no real network/MCP connection happens;
+ * we drive only the lease bookkeeping in `toolsFor` / `release` / `evict` /
+ * `invalidate`, which is the untested surface.
+ */
+describe('McpClientsService lease/refcount/eviction', () => {
+  type FakeClient = { tools: () => Promise<any>; close: jest.Mock };
+
+  function fakeClient(): FakeClient {
+    return {
+      tools: async () => ({}),
+      close: jest.fn().mockResolvedValue(undefined),
+    };
+  }
+
+  // Minimal CacheEntry the service's lease logic operates on.
+  function makeEntry(clients: FakeClient[]) {
+    const timer = setTimeout(() => {}, 60_000);
+    timer.unref?.();
+    return {
+      tools: {},
+      clients,
+      outcomes: [],
+      instructions: [],
+      expiresAt: Date.now() + 60_000,
+      refCount: 0,
+      evicted: false,
+      closed: false,
+      timer,
+    } as any;
+  }
+
+  let service: McpClientsService;
+
+  beforeEach(() => {
+    service = new McpClientsService({} as any, {} as any);
+  });
+
+  function stubBuild(entry: any) {
+    jest.spyOn(service as any, 'buildEntry').mockResolvedValue(entry);
+  }
+
+  it('leases on toolsFor and keeps the client warm (no close) on release', async () => {
+    const client = fakeClient();
+    const entry = makeEntry([client]);
+    stubBuild(entry);
+
+    const lease = await service.toolsFor('ws-1');
+    expect(entry.refCount).toBe(1);
+
+    await lease.clients[0].close();
+    // Released but NOT evicted: the cached entry stays warm for reuse, so the
+    // transport must NOT be closed yet.
+    expect(entry.refCount).toBe(0);
+    expect(client.close).not.toHaveBeenCalled();
+  });
+
+  it('defers close when an entry is evicted while still leased, then closes once on release', async () => {
+    const client = fakeClient();
+    const entry = makeEntry([client]);
+    stubBuild(entry);
+
+    const lease = await service.toolsFor('ws-2');
+    (service as any).evict(entry);
+
+    // Evicted under an active lease: close is deferred to the last release.
+    expect(entry.evicted).toBe(true);
+    expect(client.close).not.toHaveBeenCalled();
+
+    await lease.clients[0].close();
+    expect(client.close).toHaveBeenCalledTimes(1);
+    expect(entry.closed).toBe(true);
+  });
+
+  it('shares one entry across concurrent leases; closes only after the LAST release', async () => {
+    const client = fakeClient();
+    const entry = makeEntry([client]);
+    stubBuild(entry);
+
+    const lease1 = await service.toolsFor('ws-3');
+    const lease2 = await service.toolsFor('ws-3');
+    expect(entry.refCount).toBe(2);
+
+    (service as any).evict(entry);
+
+    await lease1.clients[0].close();
+    // One lease remains: a stream could still be running — must stay open.
+    expect(entry.refCount).toBe(1);
+    expect(client.close).not.toHaveBeenCalled();
+
+    await lease2.clients[0].close();
+    expect(entry.refCount).toBe(0);
+    expect(client.close).toHaveBeenCalledTimes(1);
+  });
+
+  it('release is idempotent: closing the same handle twice decrements once and closes once', async () => {
+    const client = fakeClient();
+    const entry = makeEntry([client]);
+    stubBuild(entry);
+
+    const lease = await service.toolsFor('ws-4');
+    (service as any).evict(entry);
+
+    await lease.clients[0].close();
+    await lease.clients[0].close();
+
+    expect(entry.refCount).toBe(0); // not -1
+    expect(client.close).toHaveBeenCalledTimes(1);
+  });
+
+  it('evicting an unleased entry closes its clients immediately', async () => {
+    const client = fakeClient();
+    const entry = makeEntry([client]);
+    stubBuild(entry);
+
+    const built = await (service as any).getOrBuildEntry('ws-5');
+    expect(built.refCount).toBe(0);
+
+    (service as any).evict(entry);
+    expect(client.close).toHaveBeenCalledTimes(1);
+    expect(entry.closed).toBe(true);
+  });
+
+  it('invalidate (TTL/CRUD) does NOT close a client that a turn still leases', async () => {
+    const client = fakeClient();
+    const entry = makeEntry([client]);
+    stubBuild(entry);
+
+    const lease = await service.toolsFor('ws-6');
+    expect(entry.refCount).toBe(1);
+
+    service.invalidate('ws-6');
+    // invalidate evicts asynchronously once the build promise resolves.
+    await Promise.resolve();
+    await Promise.resolve();
+
+    expect(entry.evicted).toBe(true);
+    // Still leased: the mid-turn eviction must not pull the transport.
+    expect(client.close).not.toHaveBeenCalled();
+
+    await lease.clients[0].close();
+    expect(client.close).toHaveBeenCalledTimes(1);
+  });
+});

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

@@ -39,6 +39,10 @@ describe('AiAgentRolesController admin gate', () => {
       create: jest.fn().mockResolvedValue({ id: 'r1' }),
       update: jest.fn().mockResolvedValue({ id: 'r1' }),
       remove: jest.fn().mockResolvedValue({ success: true }),
+      getCatalog: jest.fn().mockResolvedValue({ languages: [], bundles: [] }),
+      getCatalogBundle: jest.fn().mockResolvedValue({ roles: [] }),
+      importFromCatalog: jest.fn().mockResolvedValue({ created: 0 }),
+      updateFromCatalog: jest.fn().mockResolvedValue({ updated: false }),
     };
     const controller = new AiAgentRolesController(
       rolesService as never,
@@ -109,6 +113,90 @@ describe('AiAgentRolesController admin gate', () => {
     });
   });
 
+  // Catalog routes (browse + import) are ALL admin-only: a non-admin caller must
+  // get ForbiddenException with the service untouched; an admin delegates with
+  // the right arguments (import/update-from-catalog carry workspace.id).
+  describe('catalog routes admin gate', () => {
+    const catalogDto = { language: 'en' } as never;
+    const bundleDto = { bundleId: 'general', language: 'en' } as never;
+    const importDto = {
+      bundleId: 'general',
+      language: 'en',
+      conflict: 'skip',
+    } as never;
+    const updateDto = { id: 'r1' } as never;
+
+    describe('non-admin is rejected and the service is NOT called', () => {
+      it('catalog', async () => {
+        const { controller, rolesService } = makeController(false);
+        await expect(
+          controller.catalog(catalogDto, user, workspace),
+        ).rejects.toBeInstanceOf(ForbiddenException);
+        expect(rolesService.getCatalog).not.toHaveBeenCalled();
+      });
+
+      it('catalog/bundle', async () => {
+        const { controller, rolesService } = makeController(false);
+        await expect(
+          controller.catalogBundle(bundleDto, user, workspace),
+        ).rejects.toBeInstanceOf(ForbiddenException);
+        expect(rolesService.getCatalogBundle).not.toHaveBeenCalled();
+      });
+
+      it('import', async () => {
+        const { controller, rolesService } = makeController(false);
+        await expect(
+          controller.import(importDto, user, workspace),
+        ).rejects.toBeInstanceOf(ForbiddenException);
+        expect(rolesService.importFromCatalog).not.toHaveBeenCalled();
+      });
+
+      it('update-from-catalog', async () => {
+        const { controller, rolesService } = makeController(false);
+        await expect(
+          controller.updateFromCatalog(updateDto, user, workspace),
+        ).rejects.toBeInstanceOf(ForbiddenException);
+        expect(rolesService.updateFromCatalog).not.toHaveBeenCalled();
+      });
+    });
+
+    describe('admin delegates to the service', () => {
+      it('catalog passes the requested language', async () => {
+        const { controller, rolesService } = makeController(true);
+        await controller.catalog(catalogDto, user, workspace);
+        expect(rolesService.getCatalog).toHaveBeenCalledWith('en');
+      });
+
+      it('catalog/bundle passes bundleId + language', async () => {
+        const { controller, rolesService } = makeController(true);
+        await controller.catalogBundle(bundleDto, user, workspace);
+        expect(rolesService.getCatalogBundle).toHaveBeenCalledWith(
+          'general',
+          'en',
+        );
+      });
+
+      it('import passes workspace.id + user.id + dto', async () => {
+        const { controller, rolesService } = makeController(true);
+        await controller.import(importDto, user, workspace);
+        expect(rolesService.importFromCatalog).toHaveBeenCalledWith(
+          'ws-1',
+          'u1',
+          importDto,
+        );
+      });
+
+      it('update-from-catalog passes workspace.id + dto', async () => {
+        const { controller, rolesService } = makeController(true);
+        await controller.updateFromCatalog(updateDto, user, workspace);
+        expect(rolesService.updateFromCatalog).toHaveBeenCalledWith(
+          'ws-1',
+          updateDto,
+        );
+      });
+    });
+  });
+
   describe('list (member-reachable)', () => {
     it('non-admin reaches list and the service is asked for the picker view (isAdmin=false)', async () => {
       const { controller, rolesService } = makeController(false);