Merge pull request 'docs: how to test the application (browser E2E + out-of-band)' (#376) from docs/how-to-test into develop

Reviewed-on: #376

.env.example

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

.github/workflows/develop.yml

@@ -18,12 +18,48 @@ env:
   IMAGE: ghcr.io/vvzvlad/gitmost
 
 jobs:
-  # Run the reusable test suite first so a failing test blocks the image build.
+  # Run the reusable test suite. Together with the e2e jobs below it gates the
+  # publish job (the image push), not the build itself — build runs in parallel.
   test:
     uses: ./.github/workflows/test.yml
 
+  # Runs in parallel with the test/e2e jobs and only warms the buildx cache
+  # (GHA cache, scope develop-amd64). No push happens here — the publish job
+  # below is the only one that pushes the image.
   build:
-    needs: test
+    runs-on: ubuntu-latest
+    timeout-minutes: 30
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 0
+
+      - name: Set up Docker Buildx
+        uses: docker/setup-buildx-action@v3
+
+      - name: Resolve version
+        id: version
+        run: echo "value=$(git describe --tags --always)" >> "$GITHUB_OUTPUT"
+
+      - name: Build develop image (warm cache, no push)
+        uses: docker/build-push-action@v6
+        with:
+          context: .
+          platforms: linux/amd64
+          build-args: |
+            APP_VERSION=${{ steps.version.outputs.value }}
+            AI_AGENT_ROLES_CATALOG_URL=https://raw.githubusercontent.com/vvzvlad/gitmost/develop/agent-roles-catalog
+          push: false
+          cache-from: type=gha,scope=develop-amd64
+          cache-to: type=gha,scope=develop-amd64,mode=max,ignore-error=true
+
+  # The gate: rebuilds from the cache the build job just wrote (near-instant on
+  # a cache hit; worst case — cache eviction — a full rebuild, which matches the
+  # old sequential timing) and pushes :develop only when unit tests AND both
+  # e2e suites AND the build are green.
+  publish:
+    needs: [test, e2e-server, e2e-mcp, build]
     runs-on: ubuntu-latest
     timeout-minutes: 30
     steps:
@@ -57,13 +93,10 @@ jobs:
           push: true
           tags: ${{ env.IMAGE }}:develop
           cache-from: type=gha,scope=develop-amd64
-          cache-to: type=gha,scope=develop-amd64,mode=max,ignore-error=true
 
-  # e2e jobs run on every develop push but DO NOT gate the build/publish above:
+  # e2e jobs gate the publish (image push), not the build: the :develop image
-  # `build` stays `needs: test` only, so the :develop image still ships even if
+  # is pushed only when unit tests AND both e2e suites pass (publish.needs
-  # e2e fails. A failing e2e job turns the run red and triggers GitHub's email
+  # lists them all).
-  # to the pusher — that red run + email is the intended notification, not a
-  # deploy block.
   e2e-server:
     runs-on: ubuntu-latest
     # Hard cap: the full-AppModule e2e leaks open handles and hung jest to the 6h max.
@@ -124,9 +157,7 @@ jobs:
       - name: Run server e2e
         run: pnpm --filter ./apps/server test:e2e
 
-  # Same rationale as e2e-server: this job is intentionally NOT in
+  # Gates the publish too — see the comment above e2e-server.
-  # `build.needs`. Deploy of the :develop image must not be blocked by e2e;
-  # a red run plus GitHub's email to the pusher is the notification mechanism.
   e2e-mcp:
     runs-on: ubuntu-latest
     timeout-minutes: 20

.github/workflows/test.yml

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

AGENTS.md

@@ -201,7 +201,7 @@ pnpm workspace (`pnpm@10.4.0`) orchestrated by **Nx**. Four workspace packages:
 | `apps/client` | `client` | React 18 + Vite + Mantine 8 + TanStack Query + Jotai | SPA frontend |
 | `packages/editor-ext` | `@docmost/editor-ext` | Tiptap/ProseMirror | Shared Tiptap node/mark extensions, imported by both the client and the server |
 | `packages/mcp` | `@docmost/mcp` | MCP SDK, Tiptap, Yjs | Standalone MCP server, also bundled into the server at `/mcp`. Consumes the shared converter/schema from `@docmost/prosemirror-markdown` (#293) — it no longer carries its own vendored converter/schema copy |
-| `packages/prosemirror-markdown` | `@docmost/prosemirror-markdown` | Tiptap, marked, jsdom | The single, canonical ProseMirror↔Markdown converter + Docmost schema mirror (#293). Consumed by `mcp` and `git-sync`; there is exactly ONE copy of the converter now |
+| `packages/prosemirror-markdown` | `@docmost/prosemirror-markdown` | Tiptap, marked, jsdom | The single, canonical ProseMirror↔Markdown converter + Docmost schema mirror (#293). Consumed by `mcp`, `git-sync`, AND `apps/server` (server-side markdown import/export, #345); there is exactly ONE copy of the converter now |
 
 `build` targets are Nx-cached and dependency-ordered (`dependsOn: ["^build"]`), so `editor-ext` builds before the apps. `nx.json` sets `affected.defaultBase: main`.
 
@@ -214,6 +214,12 @@ Run from the repo root unless noted. The dev workflow needs **Postgres (with the
 > server, `APP_SECRET` mismatch between processes, a stale `editor-ext` white-
 > screening the client, LAN exposure. See **[docs/dev-stand.md](docs/dev-stand.md)**
 > for the step-by-step and the traps.
+>
+> **Testing the app against a stand** (browser E2E + out-of-band verification) has
+> its own non-obvious traps — the page has two ProseMirror editors (only the body is
+> collab-bound), a ~10s store debounce, and API-seeding the thing under test is a
+> silent no-test. See **[docs/how-to-test.md](docs/how-to-test.md)** before writing
+> UI tests.
 
 ```bash
 pnpm install                 # install all workspaces (uses pnpm patches; see package.json `pnpm.patchedDependencies`)
@@ -250,7 +256,10 @@ pnpm --filter server migration:codegen                   # regenerate src/databa
 ```
 Migration files live in `apps/server/src/database/migrations/` and are named `YYYYMMDDThhmmss-description.ts`. Fork-specific migrations only **add** tables (`page_embeddings`, `ai_chats`, `ai_chat_messages`, `ai_provider_credentials`, `ai_mcp_servers`, `page_template_references`) and columns (e.g. `pages.is_template`, a `NOT NULL DEFAULT false` boolean) — never drop/rewrite Docmost data.
 
-**Migration ordering — always check when merging branches/features.** Kysely runs migrations in **alphabetical (= timestamp) order** and refuses to start if a *new* migration sorts **before** one already applied to the DB (`corrupted migrations: ... must always have a name that comes alphabetically after the last executed migration`). When you merge a branch or land a feature, verify your migration's timestamp still sorts **after every migration that may already be applied on the target** (`/bin/ls -1 apps/server/src/database/migrations | sort | tail`). Branches developed in parallel routinely break this: a feature branch adds `…T130000-…`, `main` meanwhile ships and deploys `…T150000-…`, and after the merge the older-timestamped file is rejected at boot. **Fix = rename your migration to a timestamp after the latest one already in the target** (content unchanged — the filename is the ordering key), then rebuild so the compiled `dist/database/migrations/` picks up the new name.
+**Migration ordering — always check when merging branches/features.** Kysely runs migrations in **alphabetical (= timestamp) order**. A *new* migration that sorts **before** one already applied to the DB is a "back-dated" migration, which branches developed in parallel routinely produce: a feature branch adds `…T130000-…`, `develop` meanwhile ships and deploys `…T150000-…`, and after the merge the older-timestamped file has been skipped. Two layers guard this (both added for incident #361, where a back-dated migration crash-looped prod for ~11 min):
+
+- **CI gate (primary):** the `migration-order` job in `.github/workflows/test.yml` fails a PR whose added migration sorts at/before the newest on the base branch. **So the fix is to rename your migration to a timestamp after the latest one already in the target** (`/bin/ls -1 apps/server/src/database/migrations | sort | tail`; content unchanged — the filename is the ordering key), then rebuild so the compiled `dist/database/migrations/` picks up the new name.
+- **Runtime safety net:** both Migrators (`migration.service.ts` startup auto-migrate + `migrate.ts` CLI) set `allowUnorderedMigrations: true`, so the app does **not** refuse to start on an out-of-order migration — it applies the skipped older one instead of crash-looping. Kysely's `#ensureNoMissingMigrations` guard is still on (a *removed* applied migration is still an error). Because apply order can then differ from lexicographic across instances, migrations must stay **independent** (each creates its own objects) — the CI gate remains the primary line; this net only covers a gate bypass (manual push / hotfix branch).
 
 ## Architecture — the big picture
 
@@ -279,11 +288,12 @@ The API server is a Fastify app with a global `/api` prefix (`main.ts` excludes
    - `core/ai-chat/tools/` — the agent's ~40 read+write tools. Every tool runs under the **calling user's** CASL permissions via a per-user loopback access token (`docmost-client.loader.ts`), so the agent can never exceed what the user could do. Only **reversible** operations are exposed (page history + trash; no permanent delete). Agent edits get an "AI agent" provenance badge in page history (`20260616T130000-agent-provenance` migration).
    - `core/ai-chat/embedding/` — RAG indexer + a BullMQ consumer on `AI_QUEUE` that embeds pages into `page_embeddings` (vector search), complementing Postgres full-text search. Pages are (re)indexed on edit; `AI_EMBEDDING_TIMEOUT_MS` bounds a hung embeddings endpoint.
    - `core/ai-chat/external-mcp/` — admins can attach external MCP servers (e.g. Tavily) to give the agent web access. **`ssrf-guard.ts` validates outbound MCP URLs against SSRF** — keep that guard in the path when touching external-MCP connection logic.
+   - `core/ai-chat/ai-chat-run.service.ts` + `ai_chat_runs` — **detached/autonomous agent runs** (`#184`), behind the per-workspace `settings.ai.autonomousRuns` flag (off by default). When on, a turn becomes a server-side RUN that survives a browser disconnect; only an explicit `POST /ai-chat/stop` ends it, and a client reconnects/live-follows via `POST /ai-chat/run`. **DEPLOY CONSTRAINT — single-instance only in phase 1:** Stop and the AbortController that backs it are process-local, so a Stop only aborts a run executing on the **same** replica that owns it (cross-instance pub/sub stop is phase 2). Do **not** enable `autonomousRuns` on a horizontally-scaled deployment (multiple replicas behind a load balancer, or Docmost cloud `CLOUD=true`) — run a single instance instead. The server logs a startup WARNING when it detects a multi-instance deployment (`CLOUD=true`) so the constraint is visible. The startup sweep settles any run left dangling by a restart.
 
 ### Client structure
 Vite SPA. Code is organized by feature under `apps/client/src/features/*` (mirrors the server domains: `page`, `space`, `comment`, `ai-chat`, `editor`, …). Conventions:
 - **TanStack Query** for server state (one `queries/` file per feature), **Jotai** atoms for local/shared UI state, **Mantine 8** + CSS modules (`*.module.css`) + `postcss-preset-mantine` for UI.
-- The editor is Tiptap; shared node/mark extensions live in `packages/editor-ext` and are imported by **both the client and the server** (collaboration, import/export) — editor schema changes often need to be made in `editor-ext`, not just the client. The ProseMirror↔Markdown converter and its Docmost schema mirror now live in a SINGLE package, `@docmost/prosemirror-markdown` (#293), consumed by both `mcp` and `git-sync` — do NOT reintroduce a per-package copy. `editor-ext` is the upstream source of the Tiptap schema; the package's `docmost-schema.ts` mirrors it and a serializer-contract test (`packages/prosemirror-markdown/test/serializer-contract.test.ts`) guards the boundary (every schema node must have a converter case), so a drift surfaces as a failing test rather than silent divergence.
+- The editor is Tiptap; shared node/mark extensions live in `packages/editor-ext` and are imported by **both the client and the server** (collaboration, schema, `canonicalizeFootnotes`) — editor schema changes often need to be made in `editor-ext`, not just the client. Server-side markdown import/export no longer lives in `editor-ext`: it goes through the canonical converter (#345, see below). The ProseMirror↔Markdown converter and its Docmost schema mirror now live in a SINGLE package, `@docmost/prosemirror-markdown` (#293), consumed by `mcp`, `git-sync`, and `apps/server` (#345) — do NOT reintroduce a per-package copy. `editor-ext` is the upstream source of the Tiptap schema; the package's `docmost-schema.ts` mirrors it and a serializer-contract test (`packages/prosemirror-markdown/test/serializer-contract.test.ts`) guards the boundary (every schema node must have a converter case), so a drift surfaces as a failing test rather than silent divergence.
 - API access goes through `apps/client/src/lib/api-client.ts` (axios). The `@` alias maps to `apps/client/src`.
 - Runtime config is injected at build time by `vite.config.ts` via `define` (`APP_URL`, `COLLAB_URL`, `APP_VERSION`, …) — these come from the root `.env`, not from `import.meta.env`.
 
@@ -293,7 +303,7 @@ Vite SPA. Code is organized by feature under `apps/client/src/features/*` (mirro
 - **Errors must never be swallowed or shown as generic messages.** Every caught error MUST (1) be logged in full to the console/logger — error name, message, stack, `cause`, and (for HTTP/provider failures) the status code and response body — and (2) be surfaced to the user with a *specific, human-readable explanation of what actually went wrong*, never a bare generic string like "Something went wrong" / "Could not start recording" / "Transcription failed". Include the real reason (the underlying error/provider message) in the user-facing text. On the server, wrap third-party/provider failures with `describeProviderError` (or equivalent) and rethrow as a meaningful HTTP status + message — never let them collapse into an opaque 500. On the client, `console.error(<context>, err)` the raw error AND show the extracted reason (e.g. `err.response?.data?.message`, or the error `name: message`) in the notification.
 - The version string shown in the UI comes from `APP_VERSION` (CI/Docker) or `git describe --tags --always` (local), resolved in `vite.config.ts` — not from `package.json`.
 - Server TS config is permissive (`noImplicitAny: false`, `strictNullChecks: false`, `no-explicit-any` lint disabled). Follow the existing relaxed style rather than tightening types broadly.
-- Dependency versions are heavily pinned via `pnpm.overrides` and `pnpm.patchedDependencies` (`scimmy`, `yjs`) in the root `package.json`. Don't bump pinned/patched deps casually; the patches and overrides exist for compatibility/security reasons.
+- Dependency versions are heavily pinned via `pnpm.overrides` and `pnpm.patchedDependencies` (`scimmy`, `yjs`, `ai`) in the root `package.json`. Don't bump pinned/patched deps casually; the patches and overrides exist for compatibility/security reasons. The `ai@6.0.134` patch disables the SDK's O(n²) cumulative `partialOutput` accumulation when no output strategy is requested (server heap OOM on long agent runs, #184; tripwire test: `apps/server/src/integrations/ai/ai-sdk-partial-output.patch.spec.ts`) — it MUST be re-created via `pnpm patch` when bumping `ai`.
 - **Adding/renaming/removing an MCP tool requires updating `SERVER_INSTRUCTIONS`** in `packages/mcp/src/index.ts` — the intent-routing guide MCP clients receive on initialize. This applies both to inline `server.registerTool(...)` calls in `index.ts` and to specs in `packages/mcp/src/tool-specs.ts`. Enforced by `packages/mcp/test/unit/server-instructions.test.mjs`, which fails when a registered tool is not mentioned in the guide (deliberate opt-outs go into its `EXCEPTIONS` list). `packages/mcp/build/` is gitignored and rebuilt in CI/Docker via `pnpm build` (same convention as `git-sync`/`prosemirror-markdown`) — never commit it; rebuild locally after editing to run the tests.
 
 ## CI / release

CHANGELOG.md

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

Dockerfile

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

apps/client/package.json

@@ -13,7 +13,6 @@
   },
   "dependencies": {
     "@ai-sdk/react": "^3.0.208",
-    "@braintree/sanitize-url": "7.1.2",
     "@atlaskit/pragmatic-drag-and-drop": "1.8.1",
     "@atlaskit/pragmatic-drag-and-drop-auto-scroll": "2.1.5",
     "@atlaskit/pragmatic-drag-and-drop-flourish": "2.0.15",
@@ -62,6 +61,7 @@
     "react-clear-modal": "^2.0.18",
     "react-dom": "^18.3.1",
     "react-drawio": "1.0.7",
+    "web-vitals": "^5.1.0",
     "react-error-boundary": "6.1.1",
     "react-helmet-async": "3.0.0",
     "react-i18next": "16.5.8",

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

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

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

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

apps/client/src/App.tsx

@@ -1,72 +1,38 @@
-import { lazy, Suspense } from "react";
 import { Navigate, Route, Routes } from "react-router-dom";
-import { Center, Loader } from "@mantine/core";
-import { Error404 } from "@/components/ui/error-404.tsx";
-import Layout from "@/components/layouts/global/layout.tsx";
-import { useTrackOrigin } from "@/hooks/use-track-origin";
-
-// ShareLayout is route-split: its ShareShell chrome pulls in the table of
-// contents (and thus TipTap), so keeping it out of the eager graph removes the
-// editor engine from startup for authenticated users too.
-const ShareLayout = lazy(
-  () => import("@/features/share/components/share-layout.tsx"),
-);
-
-// Auth / entry pages stay eager: they are the first paint for an unauthenticated
-// visitor (e.g. /login) and are already small, so code-splitting them would only
-// add a cold-chunk round trip to the most common cold-start path.
 import SetupWorkspace from "@/pages/auth/setup-workspace.tsx";
 import LoginPage from "@/pages/auth/login";
+import Home from "@/pages/dashboard/home";
+import Page from "@/pages/page/page";
+import AccountSettings from "@/pages/settings/account/account-settings";
+import WorkspaceMembers from "@/pages/settings/workspace/workspace-members";
+import WorkspaceSettings from "@/pages/settings/workspace/workspace-settings";
+import AiSettings from "@/pages/settings/workspace/ai-settings";
+import Groups from "@/pages/settings/group/groups";
+import GroupInfo from "./pages/settings/group/group-info";
+import Spaces from "@/pages/settings/space/spaces.tsx";
+import { Error404 } from "@/components/ui/error-404.tsx";
+import AccountPreferences from "@/pages/settings/account/account-preferences.tsx";
+import SpaceHome from "@/pages/space/space-home.tsx";
+import PageRedirect from "@/pages/page/page-redirect.tsx";
+import Layout from "@/components/layouts/global/layout.tsx";
 import InviteSignup from "@/pages/auth/invite-signup.tsx";
 import ForgotPassword from "@/pages/auth/forgot-password.tsx";
 import PasswordReset from "./pages/auth/password-reset";
-import PageRedirect from "@/pages/page/page-redirect.tsx";
+import SharedPage from "@/pages/share/shared-page.tsx";
+import Shares from "@/pages/settings/shares/shares.tsx";
+import ShareLayout from "@/features/share/components/share-layout.tsx";
 import ShareRedirect from "@/pages/share/share-redirect.tsx";
-
+import { useTrackOrigin } from "@/hooks/use-track-origin";
-// Heavy / leaf pages are route-split with React.lazy so their code (most
+import SpacesPage from "@/pages/spaces/spaces.tsx";
-// importantly the whole TipTap editor + KaTeX + lowlight grammars + drawio that
+import SpaceTrash from "@/pages/space/space-trash.tsx";
-// the page editor and the readonly share editor pull in) is fetched only when
+import FavoritesPage from "@/pages/favorites/favorites-page";
-// the matching route is actually visited. The <Suspense> boundaries live inside
+import LabelPage from "@/pages/label/label-page";
-// each Layout (around its <Outlet/>), so the app shell stays mounted while a
-// route chunk loads.
-const Home = lazy(() => import("@/pages/dashboard/home"));
-const Page = lazy(() => import("@/pages/page/page"));
-const SpaceHome = lazy(() => import("@/pages/space/space-home.tsx"));
-const SpaceTrash = lazy(() => import("@/pages/space/space-trash.tsx"));
-const SpacesPage = lazy(() => import("@/pages/spaces/spaces.tsx"));
-const FavoritesPage = lazy(() => import("@/pages/favorites/favorites-page"));
-const LabelPage = lazy(() => import("@/pages/label/label-page"));
-const SharedPage = lazy(() => import("@/pages/share/shared-page.tsx"));
-
-const AccountSettings = lazy(
-  () => import("@/pages/settings/account/account-settings"),
-);
-const AccountPreferences = lazy(
-  () => import("@/pages/settings/account/account-preferences.tsx"),
-);
-const WorkspaceSettings = lazy(
-  () => import("@/pages/settings/workspace/workspace-settings"),
-);
-const AiSettings = lazy(() => import("@/pages/settings/workspace/ai-settings"));
-const WorkspaceMembers = lazy(
-  () => import("@/pages/settings/workspace/workspace-members"),
-);
-const Groups = lazy(() => import("@/pages/settings/group/groups"));
-const GroupInfo = lazy(() => import("./pages/settings/group/group-info"));
-const Spaces = lazy(() => import("@/pages/settings/space/spaces.tsx"));
-const Shares = lazy(() => import("@/pages/settings/shares/shares.tsx"));
 
 export default function App() {
   useTrackOrigin();
 
   return (
-    <Suspense
+    <>
-      fallback={
-        <Center h="100vh">
-          <Loader size="sm" />
-        </Center>
-      }
-    >
       <Routes>
         <Route index element={<Navigate to="/home" />} />
         <Route path={"/login"} element={<LoginPage />} />
@@ -117,6 +83,6 @@ export default function App() {
 
         <Route path="*" element={<Error404 />} />
       </Routes>
-    </Suspense>
+    </>
   );
 }

apps/client/src/components/chunk-load-error-boundary.test.ts

@@ -1,37 +0,0 @@
-import { describe, it, expect } from "vitest";
-import { isChunkLoadError } from "./chunk-load-error-boundary";
-
-// The detector decides whether a caught render error is a stale-deploy chunk-404
-// (→ auto-reload to fetch the new manifest) vs a genuine app error (→ generic
-// recovery UI, no reload). A false negative on a real chunk failure re-blanks the
-// app; a false positive would auto-reload on an ordinary error. Pin both sides.
-describe("isChunkLoadError", () => {
-  it("detects the ChunkLoadError name", () => {
-    expect(isChunkLoadError({ name: "ChunkLoadError", message: "x" })).toBe(true);
-  });
-
-  it.each([
-    "Failed to fetch dynamically imported module: https://x/assets/index-abc.js",
-    "error loading dynamically imported module",
-    "Importing a module script failed.",
-  ])("detects the dynamic-import failure message %#", (message) => {
-    expect(isChunkLoadError({ name: "TypeError", message })).toBe(true);
-  });
-
-  it("is case-insensitive on the message", () => {
-    expect(
-      isChunkLoadError({ message: "FAILED TO FETCH DYNAMICALLY IMPORTED MODULE" }),
-    ).toBe(true);
-  });
-
-  it.each([
-    null,
-    undefined,
-    {},
-    { name: "TypeError", message: "Cannot read properties of undefined" },
-    { message: "Network request failed" },
-    new Error("some ordinary render error"),
-  ])("returns false for a non-chunk error %#", (err) => {
-    expect(isChunkLoadError(err)).toBe(false);
-  });
-});

apps/client/src/components/chunk-load-error-boundary.tsx

@@ -1,71 +0,0 @@
-import { ReactNode } from "react";
-import { ErrorBoundary } from "react-error-boundary";
-import { Button, Center, Stack, Text } from "@mantine/core";
-
-const RELOAD_FLAG = "chunk-reload-attempted";
-
-// Heuristic detection of a failed dynamic import. Since the code-splitting work,
-// every route (plus Aside / AiChatWindow) is React.lazy: when a new deploy
-// replaces the hashed chunks, a tab left open on the old index.html requests a
-// chunk URL that now 404s, and React.lazy rejects. Browsers / Vite surface these
-// with a ChunkLoadError name or one of these messages.
-export function isChunkLoadError(error: unknown): boolean {
-  if (!error) return false;
-  const name = (error as { name?: string }).name ?? "";
-  const message = (error as { message?: string }).message ?? "";
-  return (
-    name === "ChunkLoadError" ||
-    /Failed to fetch dynamically imported module/i.test(message) ||
-    /error loading dynamically imported module/i.test(message) ||
-    /Importing a module script failed/i.test(message)
-  );
-}
-
-function handleError(error: unknown) {
-  if (!isChunkLoadError(error)) return;
-  // A stale-chunk 404 is cured by a full reload that re-fetches index.html and
-  // the new chunk manifest. Auto-reload once, guarding against a reload loop
-  // (e.g. a genuinely missing chunk) with a one-shot sessionStorage flag. If the
-  // flag is already set we fall through to the manual recovery UI below.
-  try {
-    if (sessionStorage.getItem(RELOAD_FLAG)) return;
-    sessionStorage.setItem(RELOAD_FLAG, "1");
-  } catch {
-    // sessionStorage unavailable (private mode / disabled): skip the automatic
-    // reload rather than risk an unguarded loop; the fallback UI still recovers.
-    return;
-  }
-  window.location.reload();
-}
-
-// Root-level boundary that sits ABOVE every route-level Suspense boundary so a
-// lazy route/component chunk failure is caught here instead of unmounting the
-// whole tree into a blank white screen. Per-feature ErrorBoundaries (page.tsx,
-// transclusion, page-embed) remain in place underneath for their local errors.
-export function ChunkLoadErrorBoundary({ children }: { children: ReactNode }) {
-  return (
-    <ErrorBoundary
-      onError={handleError}
-      fallbackRender={({ error }) => {
-        const chunk = isChunkLoadError(error);
-        return (
-          <Center h="100vh" p="md">
-            <Stack align="center" gap="sm" maw={420}>
-              <Text fw={600}>
-                {chunk ? "A new version is available" : "Something went wrong"}
-              </Text>
-              <Text size="sm" c="dimmed" ta="center">
-                {chunk
-                  ? "Please reload the page to load the latest version."
-                  : "An unexpected error occurred. Reloading the page may help."}
-              </Text>
-              <Button onClick={() => window.location.reload()}>Reload</Button>
-            </Stack>
-          </Center>
-        );
-      }}
-    >
-      {children}
-    </ErrorBoundary>
-  );
-}

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

@@ -1,10 +1,9 @@
 import { AppShell, Container } from "@mantine/core";
-import React, { Suspense, useEffect, useRef, useState } from "react";
+import React, { useEffect, useRef, useState } from "react";
 import { useLocation } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import SettingsSidebar from "@/components/settings/settings-sidebar.tsx";
-import { useAtom, useAtomValue } from "jotai";
+import { useAtom } from "jotai";
-import { aiChatWindowOpenAtom } from "@/features/ai-chat/atoms/ai-chat-atom.ts";
 import {
   APP_NAVBAR_ID,
   NAVBAR_COLLAPSE_BREAKPOINT,
@@ -15,6 +14,8 @@ import {
 } from "@/components/layouts/global/hooks/atoms/sidebar-atom.ts";
 import { SpaceSidebar } from "@/features/space/components/sidebar/space-sidebar.tsx";
 import { AppHeader } from "@/components/layouts/global/app-header.tsx";
+import Aside from "@/components/layouts/global/aside.tsx";
+import AiChatWindow from "@/features/ai-chat/components/ai-chat-window.tsx";
 import GitmostGlobalBridge from "@/features/editor/gitmost/gitmost-global-bridge.tsx";
 import classes from "./app-shell.module.css";
 import { useToggleSidebar } from "@/components/layouts/global/hooks/hooks/use-toggle-sidebar.ts";
@@ -22,21 +23,6 @@ import GlobalSidebar from "@/components/layouts/global/global-sidebar.tsx";
 import { ASIDE_PANEL_ID } from "@/hooks/use-toggle-aside.tsx";
 import { MAIN_CONTENT_ID, SkipToMain } from "@/components/ui/skip-to-main.tsx";
 
-// Lazily load the AI chat window so the AI SDK runtime it pulls in is fetched
-// only after the user first opens the chat, instead of for every authenticated
-// user on load. The window itself renders null while closed, so there is no
-// behavior difference — it simply is not mounted until first opened.
-const AiChatWindow = React.lazy(
-  () => import("@/features/ai-chat/components/ai-chat-window.tsx"),
-);
-
-// The right aside hosts the comment panel and table of contents, both of which
-// pull in TipTap. It only ever renders on page routes, so lazy-loading it keeps
-// the whole editor engine out of the eager global-shell startup graph.
-const Aside = React.lazy(
-  () => import("@/components/layouts/global/aside.tsx"),
-);
-
 export default function GlobalAppShell({
   children,
 }: {
@@ -51,15 +37,6 @@ export default function GlobalAppShell({
   const [isResizing, setIsResizing] = useState(false);
   const sidebarRef = useRef(null);
 
-  // Latch: once the AI chat window has been opened, keep it mounted so an
-  // in-flight stream is never torn down. Before the first open the AI chat chunk
-  // is never fetched.
-  const aiChatOpen = useAtomValue(aiChatWindowOpenAtom);
-  const [aiChatEverOpened, setAiChatEverOpened] = useState(false);
-  useEffect(() => {
-    if (aiChatOpen) setAiChatEverOpened(true);
-  }, [aiChatOpen]);
-
   const startResizing = React.useCallback((mouseDownEvent) => {
     mouseDownEvent.preventDefault();
     setIsResizing(true);
@@ -183,21 +160,13 @@ export default function GlobalAppShell({
                   : undefined
           }
         >
-          <Suspense fallback={null}>
           <Aside />
-          </Suspense>
         </AppShell.Aside>
       )}
     </AppShell>
-    {/* Floating AI chat window. Mounted once globally on first open; it is
+    {/* Floating AI chat window. Mounted once globally; it is position: fixed
-        position: fixed and self-hides when closed, so its place in the tree is
+        and self-hides when closed, so its place in the tree is not critical. */}
-        not critical. Kept mounted after the first open so a live stream is not
-        aborted. */}
-    {aiChatEverOpened && (
-      <Suspense fallback={null}>
     <AiChatWindow />
-      </Suspense>
-    )}
       {/* Global gitmost native bridge: registers listSpaces / listPages /
           createPageWithRecording on window.gitmost so the native host can
           create a page with a recording even when no page editor is open. */}

apps/client/src/components/layouts/global/layout.tsx

@@ -1,7 +1,5 @@
-import { Suspense, useEffect } from "react";
 import { UserProvider } from "@/features/user/user-provider.tsx";
 import { Outlet, useParams } from "react-router-dom";
-import { Center, Loader } from "@mantine/core";
 import GlobalAppShell from "@/components/layouts/global/global-app-shell.tsx";
 import { SearchSpotlight } from "@/features/search/components/search-spotlight.tsx";
 import { useGetSpaceBySlugQuery } from "@/features/space/queries/space-query.ts";
@@ -10,39 +8,10 @@ export default function Layout() {
   const { spaceSlug } = useParams();
   const { data: space } = useGetSpaceBySlugQuery(spaceSlug);
 
-  // Warm the (now route-split) editor chunk during idle time on authenticated
-  // routes, so the first navigation to a page renders from cache instead of a
-  // cold chunk fetch. Best-effort: gated on requestIdleCallback and never blocks
-  // startup — the dynamic import mirrors the App.tsx route lazy loader so both
-  // resolve to the same chunk.
-  useEffect(() => {
-    const ric =
-      typeof window !== "undefined" && (window as any).requestIdleCallback;
-    const warm = () => {
-      // Best-effort prefetch: a failed warm-up (offline, stale 404) is harmless
-      // and must not surface as an unhandledrejection.
-      void import("@/pages/page/page").catch(() => {});
-    };
-    if (ric) {
-      const id = ric(warm);
-      return () => (window as any).cancelIdleCallback?.(id);
-    }
-    const timer = setTimeout(warm, 2000);
-    return () => clearTimeout(timer);
-  }, []);
-
   return (
     <UserProvider>
       <GlobalAppShell>
-        <Suspense
-          fallback={
-            <Center h="60vh">
-              <Loader size="sm" />
-            </Center>
-          }
-        >
         <Outlet />
-        </Suspense>
       </GlobalAppShell>
       <SearchSpotlight spaceId={space?.id} />
     </UserProvider>

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

@@ -19,7 +19,7 @@ import {
   IconPlus,
   IconX,
 } from "@tabler/icons-react";
-import { useAtom, useSetAtom } from "jotai";
+import { useAtom, useAtomValue, useSetAtom } from "jotai";
 import { useLocation, useMatch } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { useQueryClient } from "@tanstack/react-query";
@@ -41,13 +41,24 @@ import { extractPageSlugId } from "@/lib";
 import {
   AI_CHATS_RQ_KEY,
   AI_CHAT_MESSAGES_RQ_KEY,
+  AI_CHAT_RUN_RQ_KEY,
   useAiChatMessagesQuery,
+  useAiChatRunQuery,
   useAiChatsQuery,
   useAiRolesQuery,
 } from "@/features/ai-chat/queries/ai-chat-query.ts";
+import {
+  shouldClearLatchOnQueryError,
+  shouldClearStoppingLatch,
+  shouldObserveRun,
+} from "@/features/ai-chat/utils/run-polling.ts";
+import { workspaceAtom } from "@/features/user/atoms/current-user-atom";
 import ConversationList from "@/features/ai-chat/components/conversation-list.tsx";
 import ChatThread from "@/features/ai-chat/components/chat-thread.tsx";
-import { exportAiChat } from "@/features/ai-chat/services/ai-chat-service.ts";
+import {
+  exportAiChat,
+  stopRun,
+} from "@/features/ai-chat/services/ai-chat-service.ts";
 import { useChatSession } from "@/features/ai-chat/hooks/use-chat-session.ts";
 import {
   shouldCollapseOnOutsidePointer,
@@ -234,6 +245,147 @@ 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);
+  }, []);
+
+  // #184 Stop wiring. While a detached run is being stopped we SUPPRESS the
+  // observer merge so the stopping run's still-persisting output does not
+  // re-stream back into view between the moment the user pressed Stop and the run
+  // actually settling as 'aborted' server-side. Polling itself keeps running (so
+  // the terminal transition is still detected) — only the visual merge is gated.
+  // Cleared when the run is observed terminal (below) or the chat is switched.
+  const [stoppingRun, setStoppingRun] = useState(false);
+  // Reset the stopping latch whenever the open chat changes: it is scoped to the
+  // run of the previously-open chat.
+  useEffect(() => {
+    setStoppingRun(false);
+  }, [activeChatId]);
+
+  // Authoritative stop of the open chat's detached run (the Stop button in
+  // autonomous mode). Latch "stopping" first (suppresses the re-stream flash),
+  // then request the server stop — the ONLY thing that ends a detached run; a mere
+  // local SSE abort is a client disconnect the server ignores. On failure we
+  // release the latch so the observer resumes (better to show the live run than to
+  // freeze the view) and surface the error.
+  const handleServerStop = useCallback(
+    (chatId: string): void => {
+      setStoppingRun(true);
+      // #234 F4: drop the PREVIOUS turn's run from the cache so `run` becomes null
+      // until the CURRENT turn's run is fetched fresh. Without this, once the local
+      // stream aborts (localStreaming -> false) the run query re-enables and
+      // react-query SYNCHRONOUSLY returns the still-cached prior terminal run; the
+      // terminal effect would then clear the stopping latch against that STALE run
+      // before the current turn's (still-running, detached, growing) run is ever
+      // observed — re-opening the observer merge and flashing the growing output
+      // over the frozen row. With the cache cleared the terminal effect's
+      // `if (!run) return` holds the latch until the current run itself is observed
+      // terminal (see shouldClearStoppingLatch).
+      queryClient.removeQueries({ queryKey: AI_CHAT_RUN_RQ_KEY(chatId) });
+      void stopRun(chatId).catch(() => {
+        setStoppingRun(false);
+        notifications.show({
+          message: t("Failed to stop the run"),
+          color: "red",
+        });
+      });
+    },
+    [t, queryClient],
+  );
+
+  // Poll the latest run of the open chat ONLY when we are a passive observer:
+  // feature on, a chat is open, and we are NOT the local streamer (the streamer
+  // already has the live SSE — polling/merging too would double-render). The
+  // query's own status-keyed refetchInterval stops once the run is terminal.
+  const { data: runData, isError: runQueryFailed } = useAiChatRunQuery(
+    activeChatId ?? undefined,
+    autonomousRunsEnabled && !localStreaming,
+  );
+  const run = runData?.run ?? null;
+
+  // Safety net (#234 F4 review): after handleServerStop clears the run cache,
+  // `run` is null until the current turn's run is fetched fresh, and the terminal
+  // effect below holds the latch via `if (!run) return`. If that refetch instead
+  // ERRORS PERMANENTLY (the GET-run keeps failing) while we are no longer the
+  // streamer, the run stays null, its status-keyed refetchInterval is off, and
+  // nothing would ever observe a terminal run — freezing the view with the
+  // observer merge suppressed. Release the latch on that error so the live view
+  // resumes rather than stays stuck (the local stopRun may already have succeeded
+  // independently).
+  //
+  // #234 F7: this must NOT fire on a TRANSIENT error while `run` is still an
+  // ACTIVE held run. In TanStack Query v5 (retry:false) the query's `data` is
+  // RETAINED on error, so `runQueryFailed` can be true while `run` is still
+  // pending/running — releasing then would re-open the observer merge and flash
+  // the growing detached run over the frozen row (the very flash F4 prevents). The
+  // decision is the pure, unit-tested `shouldClearLatchOnQueryError`, which gates
+  // on the run NOT being active: it cures only the genuine permanent-null-freeze
+  // (`run === null`) and never releases against an active run.
+  useEffect(() => {
+    if (
+      shouldClearLatchOnQueryError({
+        stoppingRun,
+        isLocalStreaming: localStreaming,
+        runQueryFailed,
+        run,
+      })
+    )
+      setStoppingRun(false);
+  }, [stoppingRun, localStreaming, runQueryFailed, run]);
+  // The run's incrementally-persisted assistant message to merge into the thread,
+  // but only while we are an observer (never when we are the streamer — guards
+  // against a stale poll fighting the live stream). Includes a terminal run so the
+  // final persisted output is shown on reopen.
+  const observedRow =
+    shouldObserveRun(run, localStreaming) && !stoppingRun
+      ? (runData?.message ?? null)
+      : null;
+
+  // When the observed run reaches a terminal status, do a final messages refetch
+  // so the persisted final state (token/context badge, export source) is shown,
+  // then the query's refetchInterval has already stopped polling. Deduped per run
+  // id so it fires exactly once per run, not on every subsequent poll-less render.
+  const finalizedRunIdRef = useRef<string | null>(null);
+  useEffect(() => {
+    if (!run || !activeChatId) return;
+    if (run.status === "pending" || run.status === "running") {
+      // Active again (a new run) — re-arm so its terminal transition fires once.
+      finalizedRunIdRef.current = null;
+      return;
+    }
+    // Terminal: a stop we requested has landed (or the run finished on its own),
+    // so release the stopping latch — the observer merge can now show the final
+    // persisted (aborted/finished) output without any live re-stream. The decision
+    // is the pure, unit-tested `shouldClearStoppingLatch` (run-polling.ts): release
+    // ONLY when we requested a stop, this tab is no longer the streamer, AND the
+    // CURRENT run is terminal. The #234 F4 cache removal in handleServerStop makes
+    // `run` null (this branch's `if (!run) return` above holds) until the current
+    // turn's run is fetched fresh, so the latch can never clear against a stale
+    // cached run.
+    if (shouldClearStoppingLatch({ stoppingRun, run, isLocalStreaming: localStreaming }))
+      setStoppingRun(false);
+    if (finalizedRunIdRef.current === run.id) return;
+    finalizedRunIdRef.current = run.id;
+    queryClient.invalidateQueries({
+      queryKey: AI_CHAT_MESSAGES_RQ_KEY(activeChatId),
+    });
+  }, [run, activeChatId, queryClient, stoppingRun, localStreaming]);
+
   // The page the user is currently viewing. AiChatWindow lives in a pathless
   // parent layout route, so useParams() can't see :pageSlug. Match the full
   // pathname against the authenticated page route instead so "the current page"
@@ -882,6 +1034,18 @@ export default function AiChatWindow() {
               assistantName={currentRole?.name}
               onTurnFinished={onTurnFinished}
               onServerChatId={onServerChatId}
+              // #184: live-follow a still-running run when we reopened the chat as
+              // a passive observer; null when there is nothing to observe or this
+              // tab is the streamer. onStreamingChange lets the window stop polling
+              // while we are the streamer.
+              observedRow={observedRow}
+              onStreamingChange={onStreamingChange}
+              // #184: in autonomous mode the Stop button must hit the authoritative
+              // server stop (a local SSE abort is a client disconnect the server
+              // ignores). onServerStop also arms the "stopping" latch above so the
+              // stopped run's output does not re-stream via the observer merge.
+              autonomousRunsEnabled={autonomousRunsEnabled}
+              onServerStop={handleServerStop}
             />
           )}
         </div>

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

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

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

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

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

@@ -1,6 +1,7 @@
 import {
   useInfiniteQuery,
   useMutation,
+  useQueries,
   useQuery,
   useQueryClient,
 } from "@tanstack/react-query";
@@ -12,6 +13,7 @@ import {
   deleteAiChat,
   deleteAiRole,
   getAiChatMessages,
+  getAiChatRun,
   getAiChats,
   getAiRoleCatalog,
   getAiRoleCatalogBundle,
@@ -24,6 +26,7 @@ import {
 import {
   IAiChat,
   IAiChatMessageRow,
+  IAiChatRunResponse,
   IAiRole,
   IAiRoleCatalog,
   IAiRoleCatalogBundle,
@@ -34,6 +37,7 @@ import {
   IAiRoleUpdateFromCatalogResult,
 } from "@/features/ai-chat/types/ai-chat.types.ts";
 import { IPagination } from "@/lib/types.ts";
+import { runPollInterval } from "@/features/ai-chat/utils/run-polling.ts";
 
 export const AI_CHATS_RQ_KEY = ["ai-chats"];
 export const AI_ROLES_RQ_KEY = ["ai-roles"];
@@ -51,16 +55,18 @@ 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>(() => {
@@ -90,7 +96,9 @@ 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,
   });
 
@@ -131,6 +139,34 @@ export function useAiChatMessagesQuery(chatId: string | undefined) {
   };
 }
 
+/**
+ * Reconnect to a chat's latest agent run and LIVE-FOLLOW it (#184). While the run
+ * is active the query re-polls every {@link runPollInterval} ms (driven off the
+ * fetched `run.status`, the same status-keyed refetchInterval pattern as the
+ * embeddings reindex polling); once the run reaches a terminal status — or there
+ * is no run — the interval returns `false` and polling stops on its own. Polling
+ * is thus naturally bounded by the run terminating; no separate timeout cap.
+ *
+ * `enabled` gates the whole thing: callers pass `false` when the autonomous-runs
+ * feature is off (the endpoint is NOT flag-gated server-side, but with the feature
+ * off the chat has no runs, so polling would only ever return `{ run: null }`) OR
+ * when THIS tab is the one actively streaming the run (the live SSE owns the view,
+ * so we must not also poll/merge). The global `retry: false` means a failed fetch
+ * leaves `data` undefined, so refetchInterval(undefined run) returns false — a
+ * failed fetch can never spin a tight loop.
+ */
+export function useAiChatRunQuery(
+  chatId: string | undefined,
+  enabled: boolean,
+) {
+  return useQuery<IAiChatRunResponse, Error>({
+    queryKey: AI_CHAT_RUN_RQ_KEY(chatId ?? ""),
+    queryFn: () => getAiChatRun(chatId as string),
+    enabled: !!chatId && enabled,
+    refetchInterval: (query) => runPollInterval(query.state.data?.run),
+  });
+}
+
 export function useRenameAiChatMutation() {
   const queryClient = useQueryClient();
   const { t } = useTranslation();
@@ -272,6 +308,29 @@ export function useAiRoleCatalogBundleQuery(
   });
 }
 
+/**
+ * Eagerly open EVERY listed bundle's content in parallel for one language. The
+ * redesigned catalog shows each bundle's status summary in its COLLAPSED header,
+ * which needs every role's install state up front — so contents can no longer be
+ * lazy-loaded on expand. The catalog is small, so a fan-out of `useQueries` (one
+ * cached read per bundle, sharing the same cache keys as
+ * `useAiRoleCatalogBundleQuery`) is cheap. Gated by `enabled` (modal open + a
+ * resolved language) so nothing fetches while the modal is closed.
+ */
+export function useAiRoleCatalogBundlesQueries(
+  bundleIds: string[],
+  language: string,
+  enabled: boolean,
+) {
+  return useQueries({
+    queries: bundleIds.map((bundleId) => ({
+      queryKey: AI_ROLE_CATALOG_BUNDLE_RQ_KEY(bundleId, language),
+      queryFn: () => getAiRoleCatalogBundle(bundleId, language),
+      enabled: enabled && !!language,
+    })),
+  });
+}
+
 export function useImportAiRolesFromCatalogMutation() {
   const queryClient = useQueryClient();
   const { t } = useTranslation();
@@ -280,11 +339,14 @@ export function useImportAiRolesFromCatalogMutation() {
     mutationFn: (payload) => importAiRolesFromCatalog(payload),
     onSuccess: (result) => {
       notifications.show({
-        message: t("Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}", {
+        message: t(
+          "Imported {{created}}, renamed {{renamed}}, skipped {{skipped}}",
+          {
             created: result.created,
             renamed: result.renamed,
             skipped: result.skipped,
-        }),
+          },
+        ),
       });
       // Surface partial failures (e.g. unique-name races) as a red warning.
       if (result.errors.length > 0) {

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

apps/client/src/features/editor/atoms/editor-atoms.ts

@@ -1,8 +1,5 @@
 import { atom } from "jotai";
-// Type-only: these atoms only hold an Editor reference for typing. A value
+import { Editor } from "@tiptap/core";
-// import would drag the whole @tiptap/core engine into the eager graph of every
-// shell component that reads one of these atoms.
-import type { Editor } from "@tiptap/core";
 import { PageEditMode } from "@/features/user/types/user.types.ts";
 import type { DictationUnavailableReason } from "@/features/dictation/dictation-status";
 

apps/client/src/features/editor/components/drawio/drawio-menu-lazy.tsx

@@ -1,16 +0,0 @@
-import { lazy, Suspense } from "react";
-import { EditorMenuProps } from "@/features/editor/components/table/types/types.ts";
-
-// Lazily load the drawio bubble menu so it is split out of the editor chunk and
-// fetched only when an editable editor is mounted (mirrors excalidraw-menu-lazy).
-const DrawioMenu = lazy(
-  () => import("@/features/editor/components/drawio/drawio-menu.tsx"),
-);
-
-export default function DrawioMenuLazy(props: EditorMenuProps) {
-  return (
-    <Suspense fallback={null}>
-      <DrawioMenu {...props} />
-    </Suspense>
-  );
-}

apps/client/src/features/editor/components/drawio/drawio-view-lazy.tsx

@@ -1,17 +0,0 @@
-import { lazy, Suspense } from "react";
-import { NodeViewProps } from "@tiptap/react";
-
-// Lazily load the drawio node view so the heavy react-drawio embed runtime is
-// split into its own chunk and fetched only when a drawio diagram is actually
-// rendered (mirrors excalidraw-view-lazy).
-const DrawioView = lazy(
-  () => import("@/features/editor/components/drawio/drawio-view.tsx"),
-);
-
-export default function DrawioViewLazy(props: NodeViewProps) {
-  return (
-    <Suspense fallback={null}>
-      <DrawioView {...props} />
-    </Suspense>
-  );
-}

apps/client/src/features/editor/components/math/math-block-lazy.tsx

@@ -1,19 +0,0 @@
-import { lazy, Suspense } from "react";
-import { NodeViewProps } from "@tiptap/react";
-
-// Lazily load the KaTeX-backed block math view so the katex chunk is fetched
-// only when a document actually contains a math node (mirrors the mermaid/
-// excalidraw lazy pattern). The local Suspense keeps a slow katex chunk from
-// crashing or blocking the whole editor: while it loads we render the raw
-// LaTeX source as a node-sized placeholder.
-const MathBlockView = lazy(
-  () => import("@/features/editor/components/math/math-block.tsx"),
-);
-
-export default function MathBlockViewLazy(props: NodeViewProps) {
-  return (
-    <Suspense fallback={<div data-katex="true">{props.node.attrs.text}</div>}>
-      <MathBlockView {...props} />
-    </Suspense>
-  );
-}

apps/client/src/features/editor/components/math/math-inline-lazy.tsx

@@ -1,19 +0,0 @@
-import { lazy, Suspense } from "react";
-import { NodeViewProps } from "@tiptap/react";
-
-// Lazily load the KaTeX-backed inline math view so the katex chunk is fetched
-// only when a document actually contains a math node (mirrors the mermaid/
-// excalidraw lazy pattern). The local Suspense keeps a slow katex chunk from
-// crashing or blocking the whole editor: while it loads we render the raw
-// LaTeX source as a node-sized placeholder.
-const MathInlineView = lazy(
-  () => import("@/features/editor/components/math/math-inline.tsx"),
-);
-
-export default function MathInlineViewLazy(props: NodeViewProps) {
-  return (
-    <Suspense fallback={<span data-katex="true">{props.node.attrs.text}</span>}>
-      <MathInlineView {...props} />
-    </Suspense>
-  );
-}

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

@@ -81,8 +81,8 @@ import {
   createResizeHandle,
   buildResizeClasses,
 } from "@/features/editor/components/common/node-resize-handles.ts";
-import MathInlineView from "@/features/editor/components/math/math-inline-lazy.tsx";
+import MathInlineView from "@/features/editor/components/math/math-inline.tsx";
-import MathBlockView from "@/features/editor/components/math/math-block-lazy.tsx";
+import MathBlockView from "@/features/editor/components/math/math-block.tsx";
 import ImageView from "@/features/editor/components/image/image-view.tsx";
 import CalloutView from "@/features/editor/components/callout/callout-view.tsx";
 import StatusView from "@/features/editor/components/status/status-view.tsx";
@@ -90,7 +90,7 @@ import VideoView from "@/features/editor/components/video/video-view.tsx";
 import AudioView from "@/features/editor/components/audio/audio-view.tsx";
 import AttachmentView from "@/features/editor/components/attachment/attachment-view.tsx";
 import CodeBlockView from "@/features/editor/components/code-block/code-block-view.tsx";
-import DrawioView from "../components/drawio/drawio-view-lazy.tsx";
+import DrawioView from "../components/drawio/drawio-view";
 import ExcalidrawView from "@/features/editor/components/excalidraw/excalidraw-view-lazy.tsx";
 import EmbedView from "@/features/editor/components/embed/embed-view.tsx";
 import HtmlEmbedView from "@/features/editor/components/html-embed/html-embed-view.tsx";

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

@@ -1,17 +1,8 @@
 import { useEffect, useRef } from "react";
 import { useNavigate } from "react-router-dom";
 import { getDefaultStore } from "jotai";
-
+import { WebSocketStatus } from "@hocuspocus/provider";
-// Literal value of WebSocketStatus.Connected from @hocuspocus/provider. Inlined
+import { Editor } from "@tiptap/core";
-// so this always-mounted global bridge does not statically import
-// @hocuspocus/provider — that import pulls Yjs (and, through a shared chunk, the
-// whole TipTap engine) into the eager startup graph. yjsConnectionStatusAtom
-// already stores these raw status strings.
-const YJS_STATUS_CONNECTED = "connected";
-// Type-only: importing Editor as a type keeps @tiptap/core (the whole editor
-// engine) out of the eager global-shell graph — the bridge only uses it for
-// annotations/casts, never as a runtime value.
-import type { Editor } from "@tiptap/core";
 import {
   pageEditorAtom,
   yjsConnectionStatusAtom,
@@ -25,19 +16,15 @@ import {
   getSidebarPages,
 } from "@/features/page/services/page-service.ts";
 import { buildPageUrl } from "@/features/page/page.utils.ts";
-// Types are erased at build time, so importing them does not pull the module's
+import {
-// runtime (which drags in @tiptap + the editor-ext barrel). The actual recording
-// helpers are dynamically imported at call time inside createPageWithRecording,
-// keeping the editor engine out of the eager global-shell startup graph — the
-// bridge is mounted for every authenticated user but recording is a rare,
-// native-host-driven action.
-import type {
   GitmostBridge,
   GitmostCreatePagePayload,
   GitmostCreatePageResult,
   GitmostListPagesPayload,
   GitmostListPagesResult,
   GitmostListSpacesResult,
+  gitmostDecodePayloadToFile,
+  gitmostUploadFileToEditor,
 } from "@/features/editor/gitmost/gitmost-recording.ts";
 
 // How long to wait for a freshly-navigated page's editor to mount, become
@@ -70,7 +57,7 @@ function gitmostWaitForEditor(
         !editor.isDestroyed &&
         editor.isEditable &&
         editorPageId === pageId &&
-        yjsStatus === YJS_STATUS_CONNECTED;
+        yjsStatus === WebSocketStatus.Connected;
       if (ready) {
         resolve(editor);
         return;
@@ -184,12 +171,6 @@ export default function GitmostGlobalBridge() {
           };
         }
 
-        // Load the recording helpers on demand (see the import note above). This
-        // is the only place they are needed, so the @tiptap/editor-ext code they
-        // pull in stays out of the eager startup graph.
-        const { gitmostDecodePayloadToFile, gitmostUploadFileToEditor } =
-          await import("@/features/editor/gitmost/gitmost-recording.ts");
-
         // Validate/decode the recording BEFORE creating the page so a bad
         // payload never leaves an empty junk page behind. Per the createPage
         // error contract, any decode failure collapses to "insert-failed" (the

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

@@ -59,7 +59,7 @@ import {
   handlePaste,
 } from "@/features/editor/components/common/editor-paste-handler.tsx";
 import ExcalidrawMenu from "./components/excalidraw/excalidraw-menu-lazy";
-import DrawioMenu from "./components/drawio/drawio-menu-lazy";
+import DrawioMenu from "./components/drawio/drawio-menu";
 import { useCollabToken } from "@/features/auth/queries/auth-query.tsx";
 import SearchAndReplaceDialog from "@/features/editor/components/search-and-replace/search-and-replace-dialog.tsx";
 import { useDebouncedCallback, useDocumentVisibility } from "@mantine/hooks";
@@ -93,6 +93,11 @@ import {
   isBodyEditable,
   isCollabSynced,
 } from "@/features/editor/editor-sync-state";
+import {
+  isVitalsActive,
+  measurePageOpen,
+  reportEditorTx,
+} from "@/lib/telemetry/vitals";
 
 interface PageEditorProps {
   pageId: string;
@@ -351,6 +356,40 @@ export default function PageEditor({
           editor.storage.pageId = pageId;
           handleScrollTo(editor);
           editorRef.current = editor;
+
+          // #355 — perf instrumentation. Skip ALL of it when telemetry is
+          // disabled (F1 flag off) or this session isn't sampled: no page-open
+          // measure, and crucially NO dispatch wrapping, so a non-collecting
+          // session pays zero per-transaction cost.
+          if (isVitalsActive()) {
+            // page_open_ms: this is the first editor-content render, so measure
+            // against any page-open mark set on the tree-row/link click.
+            measurePageOpen();
+
+            // editor_tx_ms: time the SYNCHRONOUS part of applying each
+            // transaction (state.apply + updateState) by wrapping the view's
+            // dispatch. Only slow syncs (>8ms) are reported (see reportEditorTx),
+            // so the common path adds just one performance.now() pair. Passive:
+            // the original dispatch still runs unchanged.
+            try {
+              const view = editor.view as unknown as {
+                dispatch: (tr: unknown) => void;
+              };
+              const originalDispatch = view.dispatch.bind(view);
+              view.dispatch = (tr: unknown) => {
+                const started = performance.now();
+                originalDispatch(tr);
+                const elapsed = performance.now() - started;
+                try {
+                  reportEditorTx(elapsed, editor.state.doc.content.size);
+                } catch {
+                  // never let telemetry break editing
+                }
+              };
+            } catch {
+              // if the view shape changes, skip editor_tx instrumentation
+            }
+          }
         }
       },
       onUpdate({ editor }) {

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

@@ -1,20 +1,10 @@
-import { Suspense } from "react";
 import { Outlet } from "react-router-dom";
-import { Center, Loader } from "@mantine/core";
 import ShareShell from "@/features/share/components/share-shell.tsx";
 
 export default function ShareLayout() {
   return (
     <ShareShell>
-      <Suspense
-        fallback={
-          <Center h="60vh">
-            <Loader size="sm" />
-          </Center>
-        }
-      >
       <Outlet />
-      </Suspense>
     </ShareShell>
   );
 }

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

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

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

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

apps/client/src/hooks/use-clipboard.ts

@@ -1,7 +1,7 @@
 // Source: https://github.com/mantinedev/mantine/blob/master/packages/@mantine/hooks/src/use-clipboard/use-clipboard.ts
 // polyfilled to support execCommand fallback
 import { useState } from "react";
-import { execCommandCopy } from "@/lib/copy-to-clipboard.ts";
+import { execCommandCopy } from "@docmost/editor-ext";
 
 export type UseClipboardOptions = {
   timeout?: number;

apps/client/src/lib/config.ts

@@ -1,7 +1,7 @@
 import bytes from "bytes";
 import { castToBoolean } from "@/lib/utils.tsx";
 import { AvatarIconType } from "@/features/attachments/types/attachment.types.ts";
-import { sanitizeUrl } from "@/lib/sanitize-url.ts";
+import { sanitizeUrl } from "@docmost/editor-ext";
 
 declare global {
   interface Window {
@@ -47,6 +47,13 @@ export function isCompactPageTreeEnabled(): boolean {
   return castToBoolean(getConfigValue("COMPACT_PAGE_TREE", "true"));
 }
 
+// #355 — operator toggle for client perf-telemetry. DEFAULT OFF: the server
+// mirrors CLIENT_TELEMETRY_ENABLED into window.CONFIG; when off the client
+// installs no observers and sends nothing (the sink endpoint doesn't exist).
+export function isClientTelemetryEnabled(): boolean {
+  return castToBoolean(getConfigValue("CLIENT_TELEMETRY_ENABLED", "false"));
+}
+
 export function getAvatarUrl(
   avatarUrl: string,
   type: AvatarIconType = AvatarIconType.AVATAR,

apps/client/src/lib/copy-to-clipboard.ts

@@ -1,16 +0,0 @@
-// Client-local execCommand copy fallback (previously imported from
-// @docmost/editor-ext). It lives here so the ubiquitous useClipboard / CopyButton
-// path does not pull in the editor-ext barrel — and with it the whole TipTap
-// engine — through the eager startup graph. Behavior is identical to the
-// editor-ext helper it replaces.
-export function execCommandCopy(text: string): void {
-  const textarea = document.createElement("textarea");
-  textarea.value = text;
-  textarea.style.position = "fixed";
-  textarea.style.left = "-9999px";
-  textarea.style.top = "-9999px";
-  document.body.appendChild(textarea);
-  textarea.select();
-  document.execCommand("copy");
-  document.body.removeChild(textarea);
-}

apps/client/src/lib/sanitize-url.test.ts

@@ -1,31 +0,0 @@
-import { describe, it, expect } from "vitest";
-import { sanitizeUrl } from "./sanitize-url";
-
-// `sanitizeUrl` is a byte-identical client-local copy of editor-ext's wrapper
-// around @braintree/sanitize-url: it maps the sanitizer's "about:blank" XSS
-// sentinel to "". These assertions mirror editor-ext's own security-contract
-// test so the extracted copy keeps the same guarantees.
-describe("sanitizeUrl", () => {
-  it("blocks dangerous schemes (returns empty string)", () => {
-    expect(sanitizeUrl("javascript:alert(1)")).toBe("");
-    expect(sanitizeUrl("data:text/html,<script>alert(1)</script>")).toBe("");
-    expect(sanitizeUrl("vbscript:msgbox(1)")).toBe("");
-    // Case / whitespace obfuscation must not slip past the sanitizer.
-    expect(sanitizeUrl("  JaVaScRiPt:alert(1)")).toBe("");
-  });
-
-  it("returns empty string for empty / undefined input", () => {
-    expect(sanitizeUrl(undefined)).toBe("");
-    expect(sanitizeUrl("")).toBe("");
-  });
-
-  it("allows safe https, relative file and mailto URLs", () => {
-    expect(sanitizeUrl("https://example.com/page")).toMatch(
-      /^https:\/\/example\.com\/page/,
-    );
-    expect(sanitizeUrl("/api/files/abc-123")).toBe("/api/files/abc-123");
-    expect(sanitizeUrl("mailto:user@example.com")).toBe(
-      "mailto:user@example.com",
-    );
-  });
-});

apps/client/src/lib/sanitize-url.ts

@@ -1,15 +0,0 @@
-import { sanitizeUrl as braintreeSanitizeUrl } from "@braintree/sanitize-url";
-
-// Client-local copy of editor-ext's sanitizeUrl wrapper. Importing it from the
-// editor-ext barrel dragged the whole TipTap engine into the eager startup graph
-// via the app-wide config module (getFileUrl). This keeps the exact same
-// behavior (braintree sanitize + normalize "about:blank" -> "") without that
-// dependency.
-export function sanitizeUrl(url: string | undefined): string {
-  if (!url) return "";
-
-  const sanitized = braintreeSanitizeUrl(url);
-
-  // Return an empty string instead of "about:blank".
-  return sanitized === "about:blank" ? "" : sanitized;
-}

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

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

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

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

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

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

apps/client/src/main.tsx

@@ -13,14 +13,16 @@ import { ModalsProvider } from "@mantine/modals";
 import { Notifications } from "@mantine/notifications";
 import { QueryClient, QueryClientProvider } from "@tanstack/react-query";
 import { HelmetProvider } from "react-helmet-async";
-import { ChunkLoadErrorBoundary } from "@/components/chunk-load-error-boundary.tsx";
 import "./i18n";
+import { PostHogProvider } from "posthog-js/react";
 import {
   getPostHogHost,
   getPostHogKey,
   isCloud,
   isPostHogEnabled,
 } from "@/lib/config.ts";
+import posthog from "posthog-js";
+import { initVitals } from "@/lib/telemetry/vitals";
 
 export const queryClient = new QueryClient({
   defaultOptions: {
@@ -33,65 +35,35 @@ export const queryClient = new QueryClient({
   },
 });
 
-const container = document.getElementById("root") as HTMLElement;
+if (isCloud() && isPostHogEnabled) {
-const root = (container as any).__reactRoot ??= ReactDOM.createRoot(container);
-
-function renderApp() {
-  root.render(
-    <BrowserRouter>
-      <MantineProvider theme={theme} cssVariablesResolver={mantineCssResolver}>
-        <ModalsProvider>
-          <QueryClientProvider client={queryClient}>
-            <Notifications position="bottom-center" limit={3} zIndex={10000} />
-            <HelmetProvider>
-              {/* Root boundary above every lazy route's Suspense: a stale-chunk
-                  404 after a deploy is caught and recovered here instead of
-                  blanking the whole app. */}
-              <ChunkLoadErrorBoundary>
-                <App />
-              </ChunkLoadErrorBoundary>
-            </HelmetProvider>
-          </QueryClientProvider>
-        </ModalsProvider>
-      </MantineProvider>
-    </BrowserRouter>,
-  );
-}
-
-async function initAnalytics() {
-  // posthog-js is only pulled in for cloud deployments with analytics enabled, so
-  // self-hosted builds never download it. The gate is kept identical to the
-  // previous eager code so cloud analytics behavior is unchanged; the import is
-  // simply deferred behind it.
-  //
-  // Crucially this runs AFTER the immediate first render below, so first paint is
-  // never gated on the analytics chunk. Any failure (network, stale 404, or an
-  // ad-blocker blocking a chunk named "posthog") is swallowed so the user keeps a
-  // working app without analytics instead of a permanently blank page.
-  //
-  // NOTE: we init the posthog SINGLETON only and do NOT wrap the tree in
-  // <PostHogProvider>. The app has zero consumers of the PostHog React context
-  // (no usePostHog / useFeatureFlag* / PostHogFeature), and PostHogProvider given
-  // an already-initialized `client` is a no-op — all capture goes through the
-  // singleton. Re-rendering to attach the provider would only REMOUNT the whole
-  // App (running every mount effect twice and dropping local state / focus /
-  // in-progress input on cloud cold-load) for no functional gain.
-  if (!(isCloud() && isPostHogEnabled)) return;
-  try {
-    const { default: posthog } = await import("posthog-js");
   posthog.init(getPostHogKey(), {
     api_host: getPostHogHost(),
     defaults: "2025-05-24",
     disable_session_recording: true,
     capture_pageleave: false,
   });
-  } catch {
-    // Analytics failed to load — degrade gracefully; the app already rendered.
-  }
 }
 
-// Paint immediately for everyone (self-hosted stays exactly as instant as before,
+// #355 — client perf-telemetry. Decides sampling ONCE (25%/session) before
-// cloud no longer blocks on the analytics import). The posthog singleton is
+// subscribing to any observer; non-sampled sessions send nothing.
-// initialized after, without re-rendering the tree.
+initVitals();
-renderApp();
+
-void initAnalytics();
+const container = document.getElementById("root") as HTMLElement;
+const root = (container as any).__reactRoot ??= ReactDOM.createRoot(container);
+
+root.render(
+  <BrowserRouter>
+    <MantineProvider theme={theme} cssVariablesResolver={mantineCssResolver}>
+      <ModalsProvider>
+        <QueryClientProvider client={queryClient}>
+          <Notifications position="bottom-center" limit={3} zIndex={10000} />
+          <HelmetProvider>
+            <PostHogProvider client={posthog}>
+              <App />
+            </PostHogProvider>
+          </HelmetProvider>
+        </QueryClientProvider>
+      </ModalsProvider>
+    </MantineProvider>
+  </BrowserRouter>,
+);

apps/client/vite.config.ts

@@ -63,20 +63,6 @@ export default defineConfig(({ mode }) => {
                 name: "vendor-mantine",
                 test: /[\\/]node_modules[\\/]@mantine[\\/]/,
               },
-              // NOTE: TipTap/ProseMirror/Yjs are intentionally NOT force-grouped
-              // into a single vendor chunk. Doing so backfires: rolldown co-locates
-              // a small module shared with the (eager) react-i18next runtime into
-              // that group chunk, which then drags the whole ~590KB editor engine
-              // into the eager modulepreload graph. Left to the default splitting,
-              // the editor engine stays in lazily-loaded chunks pulled only by the
-              // route-split editor/share pages. KaTeX is safe to group (nothing
-              // eager references it).
-              // KaTeX in its own stable chunk; loaded on demand by the lazy math
-              // node views (never in the startup path).
-              {
-                name: "vendor-katex",
-                test: /[\\/]node_modules[\\/]katex[\\/]/,
-              },
             ],
           },
         },

apps/server/package.json

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

apps/server/src/app.module.ts

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -1,4 +1,5 @@
 import {
+  ConflictException,
   ForbiddenException,
   Injectable,
   Logger,
@@ -39,6 +40,7 @@ import {
   makeLoadToolsTool,
   buildExternalToolCatalog,
 } from './tools/tool-tiers';
+import { RunAlreadyActiveError } from './ai-chat-run.service';
 import { computePageChange } from './page-change/page-change.util';
 import { roleModelOverride } from './roles/role-model-config';
 import {
@@ -196,6 +198,31 @@ export interface AiChatStreamBody {
   messages?: UIMessage[];
 }
 
+/**
+ * Optional run-lifecycle hooks (#184 phase 1). When supplied, the turn is wrapped
+ * in a first-class server-side RUN: `begin` is called once the chat id is known
+ * and returns the run's AbortSignal (decoupled from the HTTP socket — a browser
+ * disconnect no longer governs the abort), and the lifecycle callbacks persist
+ * the run's progress and terminal status. Absent (the default) => the legacy
+ * socket-bound behavior is unchanged.
+ */
+export interface AiChatRunHooks {
+  // Called once the chat id is resolved; returns the run handle whose `signal`
+  // drives the agent loop's abort. Returning null disables run tracking (the
+  // turn falls back to the passed-in socket signal).
+  begin(chatId: string): Promise<{ runId: string; signal: AbortSignal } | null>;
+  onAssistantSeeded?(
+    runId: string,
+    assistantMessageId: string,
+  ): Promise<void> | void;
+  onStep?(runId: string, stepCount: number): void;
+  onSettled?(
+    runId: string,
+    status: 'completed' | 'error' | 'aborted',
+    error?: string,
+  ): Promise<void> | void;
+}
+
 export interface AiChatStreamArgs {
   user: User;
   workspace: Workspace;
@@ -203,6 +230,10 @@ export interface AiChatStreamArgs {
   body: AiChatStreamBody;
   res: FastifyReply;
   signal: AbortSignal;
+  // Run-lifecycle hooks (#184). When present the turn becomes a detached,
+  // durable RUN whose abort is governed by the run (explicit stop), not the
+  // socket; when absent the turn stays socket-bound (legacy behavior).
+  runHooks?: AiChatRunHooks;
   // Resolved by the controller BEFORE res.hijack(), so an unconfigured provider
   // (AiNotConfiguredException -> 503) surfaces as clean JSON before streaming.
   // For a role with a model override this already carries the override-resolved
@@ -487,6 +518,7 @@ export class AiChatService implements OnModuleInit {
     signal,
     model,
     role,
+    runHooks,
   }: AiChatStreamArgs): Promise<void> {
     // Resolve / create the chat. A new chat is created when no valid chatId is
     // supplied or the supplied one does not belong to this workspace.
@@ -531,6 +563,44 @@ export class AiChatService implements OnModuleInit {
       isNewChat = true;
     }
 
+    // Start the durable RUN now that the chat id is known (#184 phase 1). The
+    // returned `runId` + `signal` make the turn a first-class server-side object
+    // whose abort is governed by the run (an explicit user stop), NOT by the HTTP
+    // socket — so a browser disconnect no longer ends the turn. With no runHooks
+    // (the default / flag off) the turn stays socket-bound via `signal` and
+    // `runId` is undefined, leaving the legacy path byte-for-byte unchanged.
+    let runId: string | undefined;
+    let effectiveSignal = signal;
+    if (runHooks) {
+      try {
+        const handle = await runHooks.begin(chatId);
+        if (handle) {
+          runId = handle.runId;
+          effectiveSignal = handle.signal;
+        }
+      } catch (err) {
+        // RACE BACKSTOP: the run-row INSERT lost the chat's single active slot
+        // (the partial unique index rejected it). This is the AUTHORITATIVE
+        // concurrency gate — the controller's pre-check is only a fast-path, and a
+        // request that slipped past it must NOT proceed. Reject the turn with a
+        // 409 NOW, BEFORE any AI/provider call: no tokens are spent and no
+        // untracked turn streams. (Matches the controller's pre-check 409.)
+        if (err instanceof RunAlreadyActiveError) {
+          throw new ConflictException({
+            message: 'An agent run is already in progress for this chat',
+            code: 'A_RUN_ALREADY_ACTIVE',
+          });
+        }
+        // Any OTHER run-start failure must not break the turn — fall back to the
+        // socket signal (legacy behavior) and stream anyway.
+        this.logger.error(
+          `Failed to begin agent run (chat ${chatId}); streaming without run tracking`,
+          err as Error,
+        );
+      }
+    }
+
+    try {
       // Extract the incoming user turn (the last user message from useChat).
       const incoming = lastUserMessage(body.messages);
       const incomingText = uiMessageText(incoming);
@@ -788,6 +858,20 @@ export class AiChatService implements OnModuleInit {
         );
       }
 
+      // Link the assistant message (the #183 projection) to its run (#184), so a
+      // reconnecting client can resolve the run's output. Best-effort.
+      if (runId && assistantId) {
+        try {
+          await runHooks?.onAssistantSeeded?.(runId, assistantId);
+        } catch (err) {
+          this.logger.warn(
+            `Failed to link assistant row to run ${runId}: ${
+              err instanceof Error ? err.message : 'unknown error'
+            }`,
+          );
+        }
+      }
+
       // Per-step (non-terminal) update: persist the finished steps the moment a
       // step ends. Tolerant — a failed update is logged and swallowed so it never
       // throws into the stream. Keeps status 'streaming'.
@@ -884,7 +968,10 @@ export class AiChatService implements OnModuleInit {
           // concatenated onto the original `system` so the persona is preserved.
           prepareStep: ({ stepNumber }) =>
             prepareAgentStep(stepNumber, system, activatedTools, deferredEnabled),
-        abortSignal: signal,
+          // #184: the RUN's signal (explicit-stop) when a run wraps this turn, else
+          // the socket-bound signal (legacy). A browser disconnect aborts only in
+          // the legacy path.
+          abortSignal: effectiveSignal,
           onChunk: ({ chunk }) => {
             // DIAGNOSTIC (Safari stream-drop investigation) — temporary. Any model
             // output chunk means the stream is actively emitting bytes; track first
@@ -907,6 +994,9 @@ export class AiChatService implements OnModuleInit {
             // stream), but SERIALIZED via stepUpdateChain so the writes commit in
             // step order; updateStreaming is error-tolerant (logs + swallows).
             stepUpdateChain = stepUpdateChain.then(() => updateStreaming());
+            // #184: persist the run's progress (finished-step count). Fire-and-
+            // forget; the hook swallows its own errors.
+            if (runId) runHooks?.onStep?.(runId, capturedSteps.length);
           },
           onFinish: async ({ text, finishReason, totalUsage, usage, steps }) => {
             // DIAGNOSTIC (Safari stream-drop investigation) — temporary: success
@@ -947,6 +1037,9 @@ export class AiChatService implements OnModuleInit {
                 pageChanged,
               }),
             );
+            // #184: settle the RUN as succeeded (best-effort, after the projection
+            // is finalized above).
+            if (runId) await runHooks?.onSettled?.(runId, 'completed');
             // Lifecycle: release the external MCP clients leased for this turn.
             await closeExternalClients();
 
@@ -999,6 +1092,8 @@ export class AiChatService implements OnModuleInit {
                 pageChanged,
               }),
             );
+            // #184: settle the RUN as failed, carrying the provider/transport cause.
+            if (runId) await runHooks?.onSettled?.(runId, 'error', errorText);
             await closeExternalClients();
             // Advance the page snapshot even on failure (#274): an agent edit that
             // committed before the error must be baked into the snapshot, or the
@@ -1030,6 +1125,9 @@ export class AiChatService implements OnModuleInit {
                 pageChanged,
               }),
             );
+            // #184: settle the RUN as aborted (an explicit user stop reached the
+            // run's signal; a disconnect does not abort a run-wrapped turn).
+            if (runId) await runHooks?.onSettled?.(runId, 'aborted');
             await closeExternalClients();
             // Advance the page snapshot even on abort (#274): an agent edit that
             // committed before the client disconnect / stop() must be baked into the
@@ -1100,7 +1198,7 @@ export class AiChatService implements OnModuleInit {
                 normalizeStreamUsage(p.usage),
               );
             }
-          return chatStreamMetadata(p, chatId, cumulativeStepUsage);
+            return chatStreamMetadata(p, chatId, cumulativeStepUsage, runId);
           },
           // Stream reasoning (thinking) parts to the client so the live counter can
           // estimate reasoning tokens from streamed text. v6 default is already
@@ -1134,6 +1232,23 @@ export class AiChatService implements OnModuleInit {
         await closeExternalClients();
         throw err;
       }
+    } catch (err) {
+      // #184 safety net (see the opening comment): settle the run on ANY failure
+      // before streamText's callbacks own the lifecycle, so the run row never
+      // stays 'running' forever (which would 409 every later turn in this chat).
+      // finalizeRun (onSettled) is idempotent — a settle here and a settle from a
+      // streamText callback collapse to a single terminal write.
+      if (runId) {
+        await runHooks?.onSettled?.(
+          runId,
+          'error',
+          err instanceof Error
+            ? err.message
+            : 'Agent run failed before streaming started',
+        );
+      }
+      throw err;
+    }
   }
 
   /**
@@ -1144,7 +1259,10 @@ export class AiChatService implements OnModuleInit {
    * permission). The content is truncated to keep the prompt cheap and within
    * context limits. Throws AiNotConfiguredException (503) if AI is unconfigured.
    */
-  async generatePageTitle(workspaceId: string, content: string): Promise<string> {
+  async generatePageTitle(
+    workspaceId: string,
+    content: string,
+  ): Promise<string> {
     const model = await this.ai.getChatModel(workspaceId);
     const { text } = await generateText({
       model,
@@ -1267,8 +1385,12 @@ export function chatStreamMetadata(
   part: StreamMetadataPart,
   chatId: string,
   cumulativeStepUsage?: ChatStreamUsage,
-): { chatId: string } | { usage: ChatStreamUsage } | undefined {
+  // #184: the active run's id, attached alongside `chatId` on the `start` part so
-  if (part.type === 'start') return { chatId };
+  // the client learns the run it can reconnect to / stop. Omitted when the turn
+  // is not run-wrapped (legacy path).
+  runId?: string,
+): { chatId: string; runId?: string } | { usage: ChatStreamUsage } | undefined {
+  if (part.type === 'start') return runId ? { chatId, runId } : { chatId };
   if (part.type === 'finish-step') {
     return cumulativeStepUsage ? { usage: cumulativeStepUsage } : undefined;
   }

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

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

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

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

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

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

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

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

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

@@ -316,16 +316,9 @@ export class AiChatToolsService {
         execute: async () => resolveCurrentPageResult(openedPage),
       }),
 
-      getPage: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      // The execute body keeps this layer's { title, markdown } projection.
-          'Fetch a single page as Markdown by its page id. Returns the page ' +
+      getPage: sharedTool(sharedToolSpecs.getPage, async ({ pageId }) => {
-          'title and its Markdown content. Inline <span data-comment-id> tags ' +
-          'in the markdown are comment highlight anchors (also present for ' +
-          'RESOLVED threads) — treat them as markup, not page text.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id (or slugId) of the page.'),
-        }),
-        execute: async ({ pageId }) => {
         // getPage(pageId) -> { data: filterPage(page, markdown), success }.
         const result = await client.getPage(pageId);
         const data = (result?.data ?? {}) as {
@@ -336,30 +329,14 @@ export class AiChatToolsService {
           title: data.title ?? '',
           markdown: typeof data.content === 'string' ? data.content : '',
         };
-        },
       }),
 
       // --- WRITE tools (all reversible — history/trash; §6.5 / D3) ---
 
-      createPage: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      createPage: sharedTool(
-          'Create a new page with a Markdown body in a space, optionally under ' +
+        sharedToolSpecs.createPage,
-          'a parent page. Returns the new page id and title. Reversible: a page ' +
+        async ({ title, content, spaceId, parentPageId }) => {
-          'can be moved to trash later.',
-        inputSchema: modelFriendlyInput({
-          title: z.string().describe('The title of the new page.'),
-          content: z
-            .string()
-            .describe('The page body as Markdown (may be empty).'),
-          spaceId: z
-            .string()
-            .describe('The id of the space to create the page in.'),
-          parentPageId: z
-            .string()
-            .optional()
-            .describe('Optional parent page id to nest the new page under.'),
-        }),
-        execute: async ({ title, content, spaceId, parentPageId }) => {
           // createPage(title, content, spaceId, parentPageId?) ->
           // { data: filterPage(page, markdown), success }.
           const result = await client.createPage(
@@ -375,7 +352,7 @@ export class AiChatToolsService {
           };
           return { id: data.id ?? data.slugId, title: data.title ?? title };
         },
-      }),
+      ),
 
       updatePageContent: tool({
         description:
@@ -399,115 +376,46 @@ export class AiChatToolsService {
         },
       }),
 
-      renamePage: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      renamePage: sharedTool(
-          "Rename a page (change its title only; the body is untouched). " +
+        sharedToolSpecs.renamePage,
-          'Reversible: rename back at any time.',
+        async ({ pageId, title }) => {
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to rename.'),
-          title: z.string().describe('The new title.'),
-        }),
-        execute: async ({ pageId, title }) => {
           // renamePage(pageId, title) -> { success, pageId, title }.
           await client.renamePage(pageId, title);
           return { pageId, title };
         },
-      }),
-
-      movePage: tool({
-        description:
-          'Move a page under a new parent page, or to the space root when no ' +
-          'parent is given. Reversible: move it back at any time.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to move.'),
-          parentPageId: z
-            .string()
-            .nullable()
-            .optional()
-            .describe(
-              'Target parent page id. Null/omitted moves the page to the ' +
-                'space root.',
       ),
-        }),
+
-        execute: async ({ pageId, parentPageId }) => {
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
+      // The shared schema adds the optional `position` field this layer lacked
+      // before; the execute now forwards it (the client already accepted it).
+      movePage: sharedTool(
+        sharedToolSpecs.movePage,
+        async ({ pageId, parentPageId, position }) => {
           // movePage(pageId, parentPageId, position?) -> raw move response.
-          await client.movePage(pageId, parentPageId ?? null);
+          await client.movePage(pageId, parentPageId ?? null, position);
           return { pageId, parentPageId: parentPageId ?? null, moved: true };
         },
-      }),
+      ),
 
-      deletePage: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      // GUARDRAIL (§14 H4) preserved: the shared schema exposes ONLY pageId, so
-          'Move a page to the trash (SOFT delete only — fully reversible; the ' +
+      // permanentlyDelete/forceDelete are never part of the input and can never
-          'page can be restored from trash). This NEVER permanently deletes.',
+      // be forwarded — the agent physically cannot permanently delete a page.
-        inputSchema: modelFriendlyInput({
+      deletePage: sharedTool(sharedToolSpecs.deletePage, async ({ pageId }) => {
-          pageId: z.string().describe('The id of the page to move to trash.'),
-        }),
-        // GUARDRAIL (§14 H4): the only field ever passed to the client is
-        // pageId. permanentlyDelete/forceDelete are not part of the schema and
-        // are never forwarded, so the agent physically cannot permanently
-        // delete a page through this tool.
-        execute: async ({ pageId }) => {
         // deletePage(pageId) hits POST /pages/delete with { pageId } only,
         // which is the soft-delete (trash) path on the server.
         await client.deletePage(pageId);
         return { pageId, trashed: true };
-        },
       }),
 
-      // INTENTIONAL per-transport divergence (not shared): the description is
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-      // tuned for the in-app agent (e.g. "retry with a corrected EXACT selection"
+      // This layer keeps only its own execute-side guards (require a selection
-      // and "Reversible via the comment UI"); the standalone MCP `create_comment`
+      // for a top-level comment; reject suggestedText on a reply / without a
-      // keeps its own wording. Kept per-layer.
+      // selection) — the schema+description are shared.
-      createComment: tool({
+      createComment: sharedTool(
-        description:
+        sharedToolSpecs.createComment,
-          'Add an INLINE comment to a page, or reply to an existing top-level ' +
+        async ({
-          'comment (one level only — the backend rejects replies to replies). ' +
-          'The comment is anchored inline to the given exact `selection` text ' +
-          '(which gets highlighted); page-level comments are NOT supported. A ' +
-          "new top-level comment REQUIRES a `selection`. Replies inherit the " +
-          "parent's anchor and take no selection. If the call fails with a " +
-          '"selection not found" error, retry with a corrected EXACT selection ' +
-          'copied verbatim from a single paragraph/block. You may also attach a ' +
-          '`suggestedText` proposing a replacement for the `selection` (a human ' +
-          'applies it from the UI); when set, the `selection` must occur exactly ' +
-          'once in the page. Reversible via the comment UI.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to comment on.'),
-          content: z.string().describe('The comment body as Markdown.'),
-          selection: z
-            .string()
-            .min(1)
-            .max(250)
-            .optional()
-            .describe(
-              'EXACT contiguous text from a SINGLE paragraph/block to anchor ' +
-                '(highlight) the comment on (<=250 chars, avoid spanning across ' +
-                'formatting boundaries). Required for a new top-level comment; ' +
-                'omit only when replying via parentCommentId.',
-            ),
-          parentCommentId: z
-            .string()
-            .optional()
-            .describe(
-              'Optional id of a TOP-LEVEL comment to reply to (one level ' +
-                'of replies only).',
-            ),
-          suggestedText: z
-            .string()
-            .min(1)
-            .max(2000)
-            .optional()
-            .describe(
-              'Optional proposed replacement (PLAIN TEXT) for the `selection`, ' +
-                'applied by a human via the UI (never auto-applied). REQUIRES a ' +
-                '`selection`; NOT allowed on a reply. When set, the `selection` ' +
-                'must be UNIQUE in the page — expand it with surrounding context ' +
-                '(still <=250 chars) if it occurs more than once, or the call is ' +
-                'refused.',
-            ),
-        }),
-        execute: async ({
           pageId,
           content,
           selection,
@@ -548,26 +456,17 @@ export class AiChatToolsService {
           const data = (result?.data ?? {}) as { id?: string };
           return { commentId: data.id, pageId };
         },
-      }),
+      ),
 
-      resolveComment: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      resolveComment: sharedTool(
-          'Resolve or reopen a top-level comment thread (reversible — toggle ' +
+        sharedToolSpecs.resolveComment,
-          'the resolved flag). Only top-level comments can be resolved.',
+        async ({ commentId, resolved }) => {
-        inputSchema: modelFriendlyInput({
-          commentId: z
-            .string()
-            .describe('The id of the top-level comment to resolve/reopen.'),
-          resolved: z
-            .boolean()
-            .describe('true to resolve the thread, false to reopen it.'),
-        }),
-        execute: async ({ commentId, resolved }) => {
           // resolveComment(commentId, resolved) -> { success, commentId, resolved }.
           await client.resolveComment(commentId, resolved);
           return { commentId, resolved };
         },
-      }),
+      ),
 
       // --- READ tools (added) ---
 
@@ -585,33 +484,12 @@ export class AiChatToolsService {
       // hierarchy mode but is worded for the in-app agent; the standalone MCP
       // `list_pages` carries its own wording. Kept per-layer so each side tunes
       // its own guidance.
-      listPages: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      listPages: sharedTool(
-          'List the most recent pages, optionally scoped to a single space. ' +
+        sharedToolSpecs.listPages,
-          'Returns a bounded list (default 50, max 100). Pass tree:true (with ' +
+        async ({ spaceId, limit, tree }) =>
-          "spaceId) to instead get the space's full page hierarchy as a nested tree.",
-        inputSchema: modelFriendlyInput({
-          spaceId: z
-            .string()
-            .optional()
-            .describe('Optional space id to scope the listing to.'),
-          limit: z
-            .number()
-            .int()
-            .min(1)
-            .max(100)
-            .optional()
-            .describe('Maximum number of pages (1-100).'),
-          tree: z
-            .boolean()
-            .optional()
-            .describe(
-              'When true, return the full page hierarchy of the given space as a nested tree (children arrays) instead of the recent-pages flat list. Requires spaceId; ignores limit.',
-            ),
-        }),
-        execute: async ({ spaceId, limit, tree }) =>
           await client.listPages(spaceId, limit, tree),
-      }),
+      ),
 
       listSidebarPages: tool({
         description:
@@ -656,41 +534,34 @@ export class AiChatToolsService {
           }),
       ),
 
+      // NOT shared (kept inline): the MCP tool name `table_get` is noun-first
+      // while this key is `getTable` (verb-first), breaking the
+      // snake_case(inAppKey) convention the shared registry enforces. Its
+      // reference parameter is still named `table` (was `tableRef`) so it matches
+      // the migrated table row/cell tools below.
       getTable: tool({
         description:
           'Read a table as a matrix of cell texts (plus a parallel cellIds ' +
           'matrix so cells can be addressed for rich edits).',
         inputSchema: modelFriendlyInput({
           pageId: z.string().describe('The id of the page.'),
-          tableRef: z
+          table: z
             .string()
             .describe(
-              '"#<index>" from getOutline, or a block id of any node inside ' +
+              '"#<index>" from the page outline, or a block id of any node ' +
-                'the table.',
+                'inside the table.',
             ),
         }),
-        execute: async ({ pageId, tableRef }) =>
+        execute: async ({ pageId, table }) =>
-          await client.getTable(pageId, tableRef),
+          await client.getTable(pageId, table),
       }),
 
-      listComments: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      listComments: sharedTool(
-          'List comments on a page in one call. By DEFAULT only ACTIVE ' +
+        sharedToolSpecs.listComments,
-          'threads are returned; resolved threads (a resolved top-level ' +
+        async ({ pageId, includeResolved }) =>
-          'comment and all its replies) are hidden and their count reported ' +
-          'as `resolvedThreadsHidden` so you can re-query with ' +
-          '`includeResolved: true` to see everything. Returns ' +
-          '`{ items, resolvedThreadsHidden }`. Content is returned as Markdown.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          includeResolved: z
-            .boolean()
-            .optional()
-            .describe('default only active threads; true — include resolved'),
-        }),
-        execute: async ({ pageId, includeResolved }) =>
           await client.listComments(pageId, includeResolved),
-      }),
+      ),
 
       getComment: tool({
         description: 'Fetch a single comment by id (content as Markdown).',
@@ -700,26 +571,12 @@ export class AiChatToolsService {
         execute: async ({ commentId }) => await client.getComment(commentId),
       }),
 
-      checkNewComments: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      checkNewComments: sharedTool(
-          'Find new comments across a space (optionally scoped to a subtree) ' +
+        sharedToolSpecs.checkNewComments,
-          'created after a given timestamp.',
+        async ({ spaceId, since, parentPageId }) =>
-        inputSchema: modelFriendlyInput({
-          spaceId: z.string().describe('The id of the space to scan.'),
-          since: z
-            .string()
-            .describe('An ISO-8601 timestamp; only comments created after it.'),
-          parentPageId: z
-            .string()
-            .optional()
-            .describe(
-              'Optional page id to scope the scan to that page and its ' +
-                'descendants.',
-            ),
-        }),
-        execute: async ({ spaceId, since, parentPageId }) =>
           await client.checkNewComments(spaceId, since, parentPageId),
-      }),
+      ),
 
       listShares: sharedTool(
         sharedToolSpecs.listShares,
@@ -749,19 +606,14 @@ export class AiChatToolsService {
           await client.diffPageVersions(pageId, from, to),
       ),
 
-      exportPageMarkdown: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      exportPageMarkdown: sharedTool(
-          'Export a page to a single self-contained Docmost-flavoured ' +
+        sharedToolSpecs.exportPageMarkdown,
-          'Markdown file (meta + body + comment threads). Lossless round-trip ' +
+        async ({ pageId }) => {
-          'with importPageMarkdown.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to export.'),
-        }),
-        execute: async ({ pageId }) => {
           const markdown = await client.exportPageMarkdown(pageId);
           return { markdown };
         },
-      }),
+      ),
 
       // --- WRITE tools (added; reversible via page history/trash) ---
 
@@ -811,28 +663,12 @@ export class AiChatToolsService {
         async ({ pageId, nodeId }) => await client.deleteNode(pageId, nodeId),
       ),
 
-      updatePageJson: tool({
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-        description:
+      // The execute body keeps this layer's content normalization (parity with
-          "Replace a page's body with a full ProseMirror document — a full " +
+      // the standalone MCP server, index.ts update_page_json).
-          'overwrite — and/or update its title. Minimal example content: ' +
+      updatePageJson: sharedTool(
-          '{"type":"doc","content":[{"type":"paragraph","content":' +
+        sharedToolSpecs.updatePageJson,
-          '[{"type":"text","text":"Hi"}]}]}. The content arg may be a JSON ' +
+        async ({ pageId, content, title }) => {
-          'object or a JSON string (both accepted). Omit content for a ' +
-          'title-only update. Reversible: the previous version is kept in page ' +
-          'history.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to update.'),
-          content: z
-            .any()
-            .optional()
-            .describe(
-              'Full ProseMirror doc {"type":"doc","content":[...]} (JSON ' +
-                'object or JSON string); omit for a title-only update.',
-            ),
-          title: z.string().optional().describe('Optional new title.'),
-        }),
-        execute: async ({ pageId, content, title }) => {
-          // Parity with the standalone MCP server (index.ts update_page_json):
           // undefined/null pass through as undefined (title-only / no-op); any
           // string is JSON.parsed (so an empty string "" throws, matching the
           // MCP server); an object is passed through unchanged.
@@ -845,66 +681,29 @@ export class AiChatToolsService {
           }
           return await client.updatePageJson(pageId, doc, title);
         },
-      }),
+      ),
 
-      // NOT in the shared registry: this layer names the table argument
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-      // `tableRef`, while the standalone MCP tool names it `table` (index.ts).
+      // The table reference parameter was unified to `table` (was `tableRef`).
-      // Sharing one buildShape would rename a model-facing parameter on one
+      tableInsertRow: sharedTool(
-      // transport, so the table row/cell tools stay per-layer by design.
+        sharedToolSpecs.tableInsertRow,
-      tableInsertRow: tool({
+        async ({ pageId, table, cells, index }) =>
-        description:
+          await client.tableInsertRow(pageId, table, cells, index),
-          'Insert a row of plain-text cells into a table. Reversible via ' +
+      ),
-          'page history.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          tableRef: z
-            .string()
-            .describe('"#<index>" from getOutline, or a block id in the table.'),
-          cells: z.array(z.string()).describe('The cell texts for the row.'),
-          index: z
-            .number()
-            .int()
-            .optional()
-            .describe('0-based insert position (omit/out-of-range to append).'),
-        }),
-        execute: async ({ pageId, tableRef, cells, index }) =>
-          await client.tableInsertRow(pageId, tableRef, cells, index),
-      }),
 
-      // NOT shared — same `tableRef` (here) vs `table` (MCP) parameter-name
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-      // divergence as tableInsertRow.
+      tableDeleteRow: sharedTool(
-      tableDeleteRow: tool({
+        sharedToolSpecs.tableDeleteRow,
-        description:
+        async ({ pageId, table, index }) =>
-          'Delete a table row at a 0-based index. Reversible via page history.',
+          await client.tableDeleteRow(pageId, table, index),
-        inputSchema: modelFriendlyInput({
+      ),
-          pageId: z.string().describe('The id of the page.'),
-          tableRef: z
-            .string()
-            .describe('"#<index>" from getOutline, or a block id in the table.'),
-          index: z.number().int().describe('0-based row index to delete.'),
-        }),
-        execute: async ({ pageId, tableRef, index }) =>
-          await client.tableDeleteRow(pageId, tableRef, index),
-      }),
 
-      // NOT shared — same `tableRef` (here) vs `table` (MCP) parameter-name
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-      // divergence as tableInsertRow.
+      tableUpdateCell: sharedTool(
-      tableUpdateCell: tool({
+        sharedToolSpecs.tableUpdateCell,
-        description:
+        async ({ pageId, table, row, col, text }) =>
-          'Set the plain-text content of a table cell at [row, col] (0-based). ' +
+          await client.tableUpdateCell(pageId, table, row, col, text),
-          'Reversible via page history.',
+      ),
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page.'),
-          tableRef: z
-            .string()
-            .describe('"#<index>" from getOutline, or a block id in the table.'),
-          row: z.number().int().describe('0-based row index.'),
-          col: z.number().int().describe('0-based column index.'),
-          text: z.string().describe('The new cell text.'),
-        }),
-        execute: async ({ pageId, tableRef, row, col, text }) =>
-          await client.tableUpdateCell(pageId, tableRef, row, col, text),
-      }),
 
       copyPageContent: sharedTool(
         sharedToolSpecs.copyPageContent,
@@ -918,25 +717,14 @@ export class AiChatToolsService {
           await client.importPageMarkdown(pageId, markdown),
       ),
 
-      // INTENTIONAL per-transport divergence (not shared): adds a security
+      // Schema + description now live in @docmost/mcp's SHARED_TOOL_SPECS (#294).
-      // confirmation framing ("Only share when the user explicitly asked, since
+      // Both layers already carried the security-confirmation framing, so there
-      // this exposes the page to anyone with the link") for the in-app agent; the
+      // was no real divergence to preserve — only wording drift.
-      // standalone MCP `share_page` keeps the plain public-URL wording.
+      sharePage: sharedTool(
-      sharePage: tool({
+        sharedToolSpecs.sharePage,
-        description:
+        async ({ pageId, searchIndexing }) =>
-          'Make a page PUBLICLY accessible and return its public URL. ' +
-          'Reversible via unsharePage. Only share when the user explicitly ' +
-          'asked, since this exposes the page to anyone with the link.',
-        inputSchema: modelFriendlyInput({
-          pageId: z.string().describe('The id of the page to share.'),
-          searchIndexing: z
-            .boolean()
-            .optional()
-            .describe('Allow public search engines to index it (default true).'),
-        }),
-        execute: async ({ pageId, searchIndexing }) =>
           await client.sharePage(pageId, searchIndexing),
-      }),
+      ),
 
       unsharePage: sharedTool(
         sharedToolSpecs.unsharePage,

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -526,6 +526,20 @@ export class WorkspaceService {
         );
       }
 
+      if (typeof updateWorkspaceDto.autonomousRuns !== 'undefined') {
+        const prev = settingsBefore?.ai?.autonomousRuns ?? false;
+        if (prev !== updateWorkspaceDto.autonomousRuns) {
+          before.autonomousRuns = prev;
+          after.autonomousRuns = updateWorkspaceDto.autonomousRuns;
+        }
+        await this.workspaceRepo.updateAiSettings(
+          workspaceId,
+          'autonomousRuns',
+          updateWorkspaceDto.autonomousRuns,
+          trx,
+        );
+      }
+
       if (typeof updateWorkspaceDto.htmlEmbed !== 'undefined') {
         const prev = settingsBefore?.htmlEmbed ?? false;
         if (prev !== updateWorkspaceDto.htmlEmbed) {
@@ -579,6 +593,7 @@ export class WorkspaceService {
       delete updateWorkspaceDto.aiChat;
       delete updateWorkspaceDto.aiDictation;
       delete updateWorkspaceDto.aiDictationStreaming;
+      delete updateWorkspaceDto.autonomousRuns;
       delete updateWorkspaceDto.htmlEmbed;
       delete updateWorkspaceDto.trackerHead;
       delete updateWorkspaceDto.aiPublicShareAssistant;

apps/server/src/database/database.module.ts

@@ -31,6 +31,7 @@ import { FavoriteRepo } from '@docmost/db/repos/favorite/favorite.repo';
 import { TemplateRepo } from '@docmost/db/repos/template/template.repo';
 import { AiChatRepo } from '@docmost/db/repos/ai-chat/ai-chat.repo';
 import { AiChatMessageRepo } from '@docmost/db/repos/ai-chat/ai-chat-message.repo';
+import { AiChatRunRepo } from '@docmost/db/repos/ai-chat/ai-chat-run.repo';
 import { AiChatPageSnapshotRepo } from '@docmost/db/repos/ai-chat/ai-chat-page-snapshot.repo';
 import { AiProviderCredentialsRepo } from '@docmost/db/repos/ai-chat/ai-provider-credentials.repo';
 import { AiMcpServerRepo } from '@docmost/db/repos/ai-chat/ai-mcp-server.repo';
@@ -40,6 +41,11 @@ import { PageListener } from '@docmost/db/listeners/page.listener';
 import { PostgresJSDialect } from 'kysely-postgres-js';
 import * as postgres from 'postgres';
 import { normalizePostgresUrl } from '../common/helpers';
+import {
+  observeDbQuery,
+  isMetricsEnabled,
+} from '../integrations/metrics/metrics.registry';
+import { firstSqlToken } from '../integrations/metrics/metrics.constants';
 
 @Global()
 @Module({
@@ -67,6 +73,18 @@ import { normalizePostgresUrl } from '../common/helpers';
         }),
         plugins: [new CamelCasePlugin()],
         log: (event: LogEvent) => {
+          // #355 — db_query_duration_seconds, labelled by the leading SQL token
+          // (bounded cardinality). Gated on isMetricsEnabled() so the token work
+          // (regex + Set lookup) is skipped entirely when metrics are OFF — not
+          // just observeDbQuery no-op'd — so a non-metrics deployment pays nothing
+          // per query. Runs independent of the dev-only debug logging below.
+          if (isMetricsEnabled()) {
+            observeDbQuery(
+              firstSqlToken(event.query.sql),
+              event.queryDurationMillis / 1000,
+            );
+          }
+
           if (environmentService.getNodeEnv() !== 'development') return;
           const logger = new Logger(DatabaseModule.name);
           if (process.env.DEBUG_DB?.toLowerCase() === 'true') {
@@ -105,6 +123,7 @@ import { normalizePostgresUrl } from '../common/helpers';
     TemplateRepo,
     AiChatRepo,
     AiChatMessageRepo,
+    AiChatRunRepo,
     AiChatPageSnapshotRepo,
     AiProviderCredentialsRepo,
     AiMcpServerRepo,
@@ -139,6 +158,7 @@ import { normalizePostgresUrl } from '../common/helpers';
     TemplateRepo,
     AiChatRepo,
     AiChatMessageRepo,
+    AiChatRunRepo,
     AiChatPageSnapshotRepo,
     AiProviderCredentialsRepo,
     AiMcpServerRepo,

apps/server/src/database/migrate.ts

@@ -24,6 +24,10 @@ const migrator = new Migrator({
     path,
     migrationFolder,
   }),
+  // Match the startup auto-migrator (migration.service.ts): a back-dated
+  // migration from a long-lived branch must be applied, not rejected as
+  // "corrupted migrations" (incident #361). See that file for the full rationale.
+  allowUnorderedMigrations: true,
 });
 
 run(db, migrator, migrationFolder);

apps/server/src/database/migrations/20260704T120000-client-metrics.ts

@@ -0,0 +1,52 @@
+import { type Kysely, sql } from 'kysely';
+
+/**
+ * #355 — `client_metrics`: raw sink for client-side perf telemetry (web-vitals
+ * + custom editor/page metrics) posted to /api/telemetry/vitals.
+ *
+ * The table/columns/indexes here are a FIXED contract shared with the deployed
+ * Grafana infra (the `grafana_ro` role reads this table; a separate maintenance
+ * container prunes rows >90d and re-GRANTs daily). No app-side retention is
+ * added on purpose. Written as raw SQL to match that contract 1:1 (identity PK,
+ * conditional GRANT).
+ */
+export async function up(db: Kysely<any>): Promise<void> {
+  await sql`
+    CREATE TABLE client_metrics (
+      id bigint GENERATED ALWAYS AS IDENTITY PRIMARY KEY,
+      created_at timestamptz NOT NULL DEFAULT now(),
+      name text NOT NULL,          -- INP|LCP|CLS|TTFB|editor_tx_ms|page_open_ms|longtask_ms
+      value double precision NOT NULL,
+      rating text,                 -- good|needs-improvement|poor (web-vitals only)
+      route text,                  -- templated: /s/:space/p/:slug — never raw slugs
+      attr text,                   -- attribution target, truncated to 120 chars
+      doc_size int,                -- editor_tx_ms only
+      workspace_id uuid
+    )
+  `.execute(db);
+
+  await sql`
+    CREATE INDEX idx_client_metrics_name_created
+      ON client_metrics (name, created_at)
+  `.execute(db);
+
+  await sql`
+    CREATE INDEX idx_client_metrics_created
+      ON client_metrics (created_at)
+  `.execute(db);
+
+  // The read-only Grafana role only exists in the deployed environment; guard so
+  // the migration still applies cleanly in dev/CI where the role is absent.
+  await sql`
+    DO $$
+    BEGIN
+      IF EXISTS (SELECT FROM pg_roles WHERE rolname = 'grafana_ro') THEN
+        GRANT SELECT ON client_metrics TO grafana_ro;
+      END IF;
+    END $$;
+  `.execute(db);
+}
+
+export async function down(db: Kysely<any>): Promise<void> {
+  await sql`DROP TABLE IF EXISTS client_metrics`.execute(db);
+}

apps/server/src/database/migrations/20260704T130000-ai-chat-runs.ts

@@ -0,0 +1,106 @@
+import { type Kysely, sql } from 'kysely';
+
+/**
+ * `ai_chat_runs` — the agent RUN as a first-class, server-side lifecycle object
+ * (#184 phase 1: autonomous agent runs detached from the browser window).
+ *
+ * Until now an agent turn lived ONLY as long as the HTTP request was open
+ * (`res.hijack()` in ai-chat.controller.ts); a browser disconnect aborted it.
+ * This table makes a turn a persistent object the server owns: it is created
+ * when a run starts (inserted directly as 'running' in phase 1 — 'pending' is
+ * only this column's default + a reserved value, never written by code yet) and
+ * advances to succeeded|failed|aborted, surviving the subscriber (browser) going
+ * away when it settles. The DB is the source of
+ * truth — a later client reconnects/sees the result by reading this row plus the
+ * assistant message it projects (`assistant_message_id`).
+ *
+ * The assistant message row (#183 step-granular durability) is the PROJECTION of
+ * a run's output; this row is the run's LIFECYCLE. They are linked by
+ * `assistant_message_id` (SET NULL if the message is later pruned).
+ *
+ * `status`  : 'pending' | 'running' | 'succeeded' | 'failed' | 'aborted'.
+ * `trigger` : 'user' | 'autostart' | 'schedule' | 'api' | 'continue' — only
+ *             'user' is produced in phase 1; the others are reserved for the
+ *             autonomy triggers deferred to phase 2 so they need no later
+ *             migration.
+ *
+ * ONE ACTIVE RUN PER CHAT is enforced by a partial unique index on `chat_id`
+ * WHERE status IN ('pending','running'): an autonomous run and a user run can
+ * never trample each other on the same chat. Settled runs (succeeded/failed/
+ * aborted) are excluded from the index so a chat can accumulate any number of
+ * historical runs.
+ */
+export async function up(db: Kysely<any>): Promise<void> {
+  await db.schema
+    .createTable('ai_chat_runs')
+    .ifNotExists()
+    .addColumn('id', 'uuid', (col) =>
+      col.primaryKey().defaultTo(sql`gen_uuid_v7()`),
+    )
+    .addColumn('chat_id', 'uuid', (col) =>
+      col.references('ai_chats.id').onDelete('cascade').notNull(),
+    )
+    .addColumn('workspace_id', 'uuid', (col) =>
+      col.references('workspaces.id').onDelete('cascade').notNull(),
+    )
+    // The human who triggered the run (audit). SET NULL on user deletion so the
+    // run history outlives its author; NULL is also the natural value for a
+    // future system/cron/api trigger with no human actor.
+    .addColumn('created_by', 'uuid', (col) =>
+      col.references('users.id').onDelete('set null'),
+    )
+    // The assistant message this run materializes (the #183 projection). SET NULL
+    // if that message row is later deleted; nullable because the run row is
+    // created a moment BEFORE the assistant row is seeded.
+    .addColumn('assistant_message_id', 'uuid', (col) =>
+      col.references('ai_chat_messages.id').onDelete('set null'),
+    )
+    .addColumn('trigger', 'varchar(20)', (col) =>
+      col.notNull().defaultTo('user'),
+    )
+    .addColumn('status', 'varchar(20)', (col) =>
+      col.notNull().defaultTo('pending'),
+    )
+    // Terminal error message for a failed run (provider/transport cause),
+    // mirroring the assistant message's metadata.error.
+    .addColumn('error', 'text', (col) => col)
+    // Number of agent steps finished so far (kept monotonic with the projection).
+    .addColumn('step_count', 'integer', (col) => col.notNull().defaultTo(0))
+    // Set when an EXPLICIT user stop is requested (distinct from a mere browser
+    // disconnect, which never stops a run). The runner aborts the turn and the
+    // run settles as 'aborted'.
+    .addColumn('stop_requested_at', 'timestamptz', (col) => col)
+    .addColumn('started_at', 'timestamptz', (col) => col)
+    .addColumn('finished_at', 'timestamptz', (col) => col)
+    .addColumn('created_at', 'timestamptz', (col) =>
+      col.notNull().defaultTo(sql`now()`),
+    )
+    .addColumn('updated_at', 'timestamptz', (col) =>
+      col.notNull().defaultTo(sql`now()`),
+    )
+    .execute();
+
+  // Reconnect / "latest run for this chat" reads hit chat_id first.
+  await db.schema
+    .createIndex('ai_chat_runs_chat_id_idx')
+    .ifNotExists()
+    .on('ai_chat_runs')
+    .column('chat_id')
+    .execute();
+
+  // One ACTIVE run per chat (advisory at the DB level): a second pending/running
+  // run on the same chat is rejected, so a user turn and an autonomous turn can
+  // never race on the same chat. Partial so settled runs do not collide.
+  await db.schema
+    .createIndex('ai_chat_runs_one_active_per_chat')
+    .ifNotExists()
+    .on('ai_chat_runs')
+    .column('chat_id')
+    .unique()
+    .where(sql.ref('status'), 'in', sql`('pending','running')`)
+    .execute();
+}
+
+export async function down(db: Kysely<any>): Promise<void> {
+  await db.schema.dropTable('ai_chat_runs').execute();
+}

apps/server/src/database/repos/ai-chat/ai-chat-message.repo.ts

@@ -121,6 +121,23 @@ export class AiChatMessageRepo {
     return rows.reverse();
   }
 
+  /** Fetch a single message by id + workspace (e.g. a run's projection row for
+   *  the #184 reconnect read). Returns undefined when nothing matches. */
+  async findById(
+    id: string,
+    workspaceId: string,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatMessage | undefined> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .selectFrom('aiChatMessages')
+      .select(this.baseFields)
+      .where('id', '=', id)
+      .where('workspaceId', '=', workspaceId)
+      .where('deletedAt', 'is', null)
+      .executeTakeFirst();
+  }
+
   async insert(
     insertable: InsertableAiChatMessage,
     trx?: KyselyTransaction,

apps/server/src/database/repos/ai-chat/ai-chat-run.repo.spec.ts

@@ -0,0 +1,82 @@
+import { AiChatRunRepo, SWEEP_RUN_STALE_MS } from './ai-chat-run.repo';
+import type { KyselyDB } from '../../types/kysely.types';
+
+/**
+ * Unit coverage for AiChatRunRepo.sweepRunning over a chainable builder mock (no
+ * live DB). The F1 invariant under test (DECISION C): the BOOT sweep is
+ * UNCONDITIONAL — it adds NO `updatedAt <` predicate, so a fresh 'running' run
+ * (updatedAt = now) IS settled rather than skipped by a staleness window. The
+ * window is added ONLY when an explicit `staleMs` is supplied (the future phase-2
+ * multi-instance timer sweep). We assert the EXACT predicates the spec mandates.
+ */
+describe('AiChatRunRepo.sweepRunning', () => {
+  type Recorded = {
+    table?: string;
+    set?: Record<string, unknown>;
+    wheres: Array<[string, string, unknown]>;
+    returning?: string;
+  };
+
+  function makeDb(swept: Array<{ id: string }>): {
+    db: KyselyDB;
+    rec: Recorded;
+  } {
+    const rec: Recorded = { wheres: [] };
+    const builder: Record<string, unknown> = {};
+    builder.set = (v: Record<string, unknown>) => {
+      rec.set = v;
+      return builder;
+    };
+    builder.where = (col: string, op: string, val: unknown) => {
+      rec.wheres.push([col, op, val]);
+      return builder;
+    };
+    builder.returning = (col: string) => {
+      rec.returning = col;
+      return builder;
+    };
+    builder.execute = () => Promise.resolve(swept);
+    const db = {
+      updateTable: (table: string) => {
+        rec.table = table;
+        return builder;
+      },
+    } as unknown as KyselyDB;
+    return { db, rec };
+  }
+
+  it('F1: the boot sweep (no staleMs) is UNCONDITIONAL — only a status filter, NO updatedAt window', async () => {
+    const { db, rec } = makeDb([{ id: 'r1' }, { id: 'r2' }]);
+    const repo = new AiChatRunRepo(db);
+
+    const swept = await repo.sweepRunning();
+
+    expect(swept).toBe(2);
+    expect(rec.table).toBe('aiChatRuns');
+    // The status filter is always present...
+    expect(rec.wheres).toContainEqual([
+      'status',
+      'in',
+      expect.arrayContaining(['pending', 'running']),
+    ]);
+    // ...but a fresh 'running' run (updatedAt = now) must NOT be skipped: no
+    // updatedAt predicate at all on the boot path.
+    expect(rec.wheres.some(([col]) => col === 'updatedAt')).toBe(false);
+    // It flips to 'aborted' and stamps finishedAt.
+    expect(rec.set).toEqual(
+      expect.objectContaining({ status: 'aborted', finishedAt: expect.any(Date) }),
+    );
+  });
+
+  it('phase-2 path: an explicit staleMs reintroduces the updatedAt window', async () => {
+    const { db, rec } = makeDb([]);
+    const repo = new AiChatRunRepo(db);
+
+    await repo.sweepRunning({ staleMs: SWEEP_RUN_STALE_MS });
+
+    const updatedAtWhere = rec.wheres.find(([col]) => col === 'updatedAt');
+    expect(updatedAtWhere).toBeDefined();
+    expect(updatedAtWhere![1]).toBe('<');
+    expect(updatedAtWhere![2]).toBeInstanceOf(Date);
+  });
+});

apps/server/src/database/repos/ai-chat/ai-chat-run.repo.ts

@@ -0,0 +1,212 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { InjectKysely } from 'nestjs-kysely';
+import { sql } from 'kysely';
+import { KyselyDB, KyselyTransaction } from '../../types/kysely.types';
+import { dbOrTx } from '../../utils';
+import {
+  AiChatRun,
+  InsertableAiChatRun,
+} from '@docmost/db/types/entity.types';
+
+// Statuses that count as "the run is still live" (an autonomous and a user run
+// must never both be live on one chat — enforced by the partial unique index and
+// checked here for friendly 409s before the insert races the constraint).
+export const ACTIVE_RUN_STATUSES = ['pending', 'running'] as const;
+
+// Crash-recovery sweep recency threshold (mirrors AiChatMessageRepo.sweepStreaming,
+// #183): when a staleness window is supplied, a 'running'/'pending' run is only
+// swept to 'aborted' once it has been UNTOUCHED for this long, so a sibling
+// replica's boot-sweep can never abort a run another replica is actively
+// executing. The runner bumps `updatedAt` on every step, so a live run never
+// matches. PHASE 1 is single-process and the boot sweep passes NO window (every
+// dangling run is settled unconditionally — see sweepRunning / F1). This constant
+// is the window to reintroduce for the phase-2 multi-instance timer sweep.
+export const SWEEP_RUN_STALE_MS = 10 * 60 * 1000; // 10 minutes
+
+/**
+ * Repository for `ai_chat_runs` (#184 phase 1): the agent run as a first-class,
+ * server-side lifecycle object detached from the HTTP request. The run row is the
+ * point a client subscribes/reconnects to (by `id` or by chat); the assistant
+ * message it links to (`assistantMessageId`) is the #183 projection of its output.
+ */
+@Injectable()
+export class AiChatRunRepo {
+  private readonly logger = new Logger(AiChatRunRepo.name);
+
+  private baseFields: Array<keyof AiChatRun> = [
+    'id',
+    'chatId',
+    'workspaceId',
+    'createdBy',
+    'assistantMessageId',
+    'trigger',
+    'status',
+    'error',
+    'stepCount',
+    'stopRequestedAt',
+    'startedAt',
+    'finishedAt',
+    'createdAt',
+    'updatedAt',
+  ];
+
+  constructor(@InjectKysely() private readonly db: KyselyDB) {}
+
+  async insert(
+    insertable: InsertableAiChatRun,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatRun> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .insertInto('aiChatRuns')
+      .values(insertable)
+      .returning(this.baseFields)
+      .executeTakeFirst();
+  }
+
+  async findById(
+    id: string,
+    workspaceId: string,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatRun | undefined> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .selectFrom('aiChatRuns')
+      .select(this.baseFields)
+      .where('id', '=', id)
+      .where('workspaceId', '=', workspaceId)
+      .executeTakeFirst();
+  }
+
+  /** The currently-active (pending|running) run for a chat, if any. At most one
+   *  exists thanks to the partial unique index. */
+  async findActiveByChat(
+    chatId: string,
+    workspaceId: string,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatRun | undefined> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .selectFrom('aiChatRuns')
+      .select(this.baseFields)
+      .where('chatId', '=', chatId)
+      .where('workspaceId', '=', workspaceId)
+      .where('status', 'in', ACTIVE_RUN_STATUSES as unknown as string[])
+      .executeTakeFirst();
+  }
+
+  /** The most-recent run for a chat (active or settled) — the reconnect target. */
+  async findLatestByChat(
+    chatId: string,
+    workspaceId: string,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatRun | undefined> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .selectFrom('aiChatRuns')
+      .select(this.baseFields)
+      .where('chatId', '=', chatId)
+      .where('workspaceId', '=', workspaceId)
+      .orderBy('createdAt', 'desc')
+      .orderBy('id', 'desc')
+      .limit(1)
+      .executeTakeFirst();
+  }
+
+  /**
+   * Patch a run by id + workspace; always bumps `updatedAt`. Used for every
+   * lifecycle transition (mark running, link the assistant message, bump
+   * step_count, finalize succeeded/failed/aborted). Returns the updated row or
+   * undefined when nothing matched (e.g. a foreign workspace).
+   */
+  async update(
+    id: string,
+    workspaceId: string,
+    patch: Partial<{
+      status: string;
+      error: string | null;
+      stepCount: number;
+      assistantMessageId: string | null;
+      stopRequestedAt: Date | null;
+      startedAt: Date | null;
+      finishedAt: Date | null;
+    }>,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatRun | undefined> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .updateTable('aiChatRuns')
+      .set({ ...(patch as Record<string, unknown>), updatedAt: new Date() })
+      .where('id', '=', id)
+      .where('workspaceId', '=', workspaceId)
+      .returning(this.baseFields)
+      .executeTakeFirst();
+  }
+
+  /**
+   * Mark an EXPLICIT stop request on an active run (distinct from a browser
+   * disconnect, which never stops a run). Stamps `stop_requested_at` ONLY while
+   * the run is still active, so a late stop on an already-settled run is a no-op.
+   * Returns the row when a stop was recorded, else undefined (nothing active).
+   */
+  async markStopRequested(
+    id: string,
+    workspaceId: string,
+    trx?: KyselyTransaction,
+  ): Promise<AiChatRun | undefined> {
+    const db = dbOrTx(this.db, trx);
+    return db
+      .updateTable('aiChatRuns')
+      .set({ stopRequestedAt: new Date(), updatedAt: new Date() })
+      .where('id', '=', id)
+      .where('workspaceId', '=', workspaceId)
+      .where('status', 'in', ACTIVE_RUN_STATUSES as unknown as string[])
+      .returning(this.baseFields)
+      .executeTakeFirst();
+  }
+
+  /**
+   * Crash-recovery sweep (mirrors AiChatMessageRepo.sweepStreaming): flip every
+   * run still left pending/running — a run whose process died before reaching a
+   * terminal status — to 'aborted', stamping `finished_at`. Returns the number
+   * swept. Workspace-wide on purpose (a crash can dangle runs in any workspace).
+   *
+   * F1 (DECISION C): the BOOT sweep is UNCONDITIONAL — it passes no `staleMs`, so
+   * EVERY dangling run is settled regardless of how recently it was touched. On a
+   * fresh single-process boot any pending|running run is definitionally hung (no
+   * runner is alive to own it), so a fast restart (deploy/OOM within minutes of
+   * the last step) no longer leaves a run stuck 'running' forever — which would
+   * make the one-active-run gate 409 every future turn in that chat.
+   *
+   * The optional `staleMs` window is reintroduced ONLY for the future phase-2
+   * multi-instance timer sweep (see {@link SWEEP_RUN_STALE_MS}): there a booting
+   * replica must NOT abort a run another replica is actively executing, so it
+   * sweeps only runs UNTOUCHED past the window. Phase 1 is single-process, so the
+   * boot path supplies no window.
+   */
+  async sweepRunning(
+    opts: { staleMs?: number } = {},
+    trx?: KyselyTransaction,
+  ): Promise<number> {
+    const db = dbOrTx(this.db, trx);
+    const now = new Date();
+    let query = db
+      .updateTable('aiChatRuns')
+      .set({
+        status: 'aborted',
+        finishedAt: now,
+        updatedAt: now,
+        error: sql`coalesce(error, ${'Run interrupted by a server restart.'})`,
+      })
+      .where('status', 'in', ACTIVE_RUN_STATUSES as unknown as string[]);
+    // Multi-instance (phase 2) only: skip runs touched within the window so a
+    // sibling replica's live run is never aborted. Omitted on the phase-1 boot
+    // sweep -> unconditional.
+    if (typeof opts.staleMs === 'number') {
+      const staleBefore = new Date(now.getTime() - opts.staleMs);
+      query = query.where('updatedAt', '<', staleBefore);
+    }
+    const rows = await query.returning('id').execute();
+    return rows.length;
+  }
+}

apps/server/src/database/services/migration.service.ts

@@ -19,6 +19,16 @@ export class MigrationService {
         path,
         migrationFolder: path.join(__dirname, '..', 'migrations'),
       }),
+      // A long-lived branch can add a migration whose timestamped filename sorts
+      // BEFORE migrations already applied in prod (e.g. #234's 20260627 landing
+      // after 20260704 was live). With the default (ordered) setting the startup
+      // migrator then sees "corrupted migrations" — the applied set is no longer a
+      // prefix of the sorted list — throws, and the app crash-loops on boot
+      // (incident #361: 502s for ~11 min). allowUnorderedMigrations runs any
+      // not-yet-applied migration regardless of filename order, so a back-dated
+      // migration is applied instead of bricking startup. A CI order-gate still
+      // discourages back-dating; this is the runtime safety net.
+      allowUnorderedMigrations: true,
     });
 
     const { error, results } = await migrator.migrateToLatest();

apps/server/src/database/types/db.d.ts

@@ -156,6 +156,18 @@ export interface Billing {
   workspaceId: string;
 }
 
+export interface ClientMetrics {
+  id: Generated<Int8>;
+  createdAt: Generated<Timestamp>;
+  name: string;
+  value: number;
+  rating: string | null;
+  route: string | null;
+  attr: string | null;
+  docSize: number | null;
+  workspaceId: string | null;
+}
+
 export interface Comments {
   aiChatId: string | null;
   content: Json | null;
@@ -647,6 +659,35 @@ export interface AiChatMessages {
   deletedAt: Timestamp | null;
 }
 
+// The agent RUN as a first-class server-side lifecycle object (#184 phase 1).
+// Mirrors migration 20260704T130000-ai-chat-runs.ts. A run is created when an
+// agent turn starts and survives the browser disconnecting; the DB is the source
+// of truth a later client reconnects to. `assistantMessageId` links to the #183
+// projection row (the assistant message this run materializes).
+export interface AiChatRuns {
+  id: Generated<string>;
+  chatId: string;
+  workspaceId: string;
+  // SET NULL on user deletion (the run history outlives its author); also NULL
+  // for a future non-human trigger (cron/api).
+  createdBy: string | null;
+  // The assistant message this run materializes; SET NULL if it is pruned.
+  assistantMessageId: string | null;
+  // 'user' | 'autostart' | 'schedule' | 'api' | 'continue' (only 'user' is
+  // produced in phase 1; the rest are reserved for the deferred autonomy triggers).
+  trigger: Generated<string>;
+  // 'pending' | 'running' | 'succeeded' | 'failed' | 'aborted'.
+  status: Generated<string>;
+  error: string | null;
+  stepCount: Generated<number>;
+  // Set when an EXPLICIT user stop is requested (distinct from a disconnect).
+  stopRequestedAt: Timestamp | null;
+  startedAt: Timestamp | null;
+  finishedAt: Timestamp | null;
+  createdAt: Generated<Timestamp>;
+  updatedAt: Generated<Timestamp>;
+}
+
 // Per-(chat,page) snapshot of the open page's Markdown at the END of the agent's
 // previous turn (#274). Mirrors migration 20260702T120000-ai-chat-page-snapshot.ts.
 // The next turn diffs the CURRENT Markdown against `contentMd` to surface edits a
@@ -683,6 +724,7 @@ export interface DB {
   aiAgentRoles: AiAgentRoles;
   aiChats: AiChats;
   aiChatMessages: AiChatMessages;
+  aiChatRuns: AiChatRuns;
   aiChatPageSnapshots: AiChatPageSnapshots;
   apiKeys: ApiKeys;
   attachments: Attachments;
@@ -691,6 +733,7 @@ export interface DB {
   authProviders: AuthProviders;
   backlinks: Backlinks;
   billing: Billing;
+  clientMetrics: ClientMetrics;
   comments: Comments;
   favorites: Favorites;
   fileTasks: FileTasks;

apps/server/src/database/types/entity.types.ts

@@ -3,6 +3,7 @@ import {
   AiAgentRoles,
   AiChats,
   AiChatMessages,
+  AiChatRuns,
   AiChatPageSnapshots,
   Attachments,
   Comments,
@@ -56,10 +57,12 @@ export type UpdatableAiChat = Updateable<Omit<AiChats, 'id'>>;
 // full-text search. It is omitted from the public type so it never leaks
 // into HTTP responses or the chat history fed to the language model.
 export type AiChatMessage = Omit<Selectable<AiChatMessages>, 'tsv'>;
-export type InsertableAiChatMessage = Omit<
+export type InsertableAiChatMessage = Omit<Insertable<AiChatMessages>, 'tsv'>;
-  Insertable<AiChatMessages>,
+
-  'tsv'
+// AI Chat Run (#184 phase 1): the agent run as a first-class lifecycle object,
->;
+// detached from the HTTP request / browser window.
+export type AiChatRun = Selectable<AiChatRuns>;
+export type InsertableAiChatRun = Insertable<AiChatRuns>;
 
 // AI Chat Page Snapshot (#274): per-(chat,page) Markdown snapshot taken at the
 // end of the agent's previous turn, diffed against the current page next turn to
@@ -214,11 +217,14 @@ export type UpdatableFavorite = Updateable<Omit<Favorites, 'id'>>;
 // Page Transclusion
 export type PageTransclusion = Selectable<PageTransclusions>;
 export type InsertablePageTransclusion = Insertable<PageTransclusions>;
-export type UpdatablePageTransclusion = Updateable<Omit<PageTransclusions, 'id'>>;
+export type UpdatablePageTransclusion = Updateable<
+  Omit<PageTransclusions, 'id'>
+>;
 
 // Page Transclusion Reference
 export type PageTransclusionReference = Selectable<PageTransclusionReferences>;
-export type InsertablePageTransclusionReference = Insertable<PageTransclusionReferences>;
+export type InsertablePageTransclusionReference =
+  Insertable<PageTransclusionReferences>;
 export type UpdatablePageTransclusionReference = Updateable<
   Omit<PageTransclusionReferences, 'id'>
 >;
@@ -288,7 +294,9 @@ export type UpdatablePagePermission = Updateable<Omit<_PagePermissions, 'id'>>;
 // Page Verification
 export type PageVerification = Selectable<_PageVerifications>;
 export type InsertablePageVerification = Insertable<_PageVerifications>;
-export type UpdatablePageVerification = Updateable<Omit<_PageVerifications, 'id'>>;
+export type UpdatablePageVerification = Updateable<
+  Omit<_PageVerifications, 'id'>
+>;
 
 // Page Verifier
 export type PageVerifier = Selectable<_PageVerifiers>;

apps/server/src/integrations/ai/ai-sdk-partial-output.patch.spec.ts

@@ -0,0 +1,124 @@
+import { readFileSync } from 'fs';
+import { streamText, Output } from 'ai';
+import { MockLanguageModelV3, simulateReadableStream } from 'ai/test';
+
+/**
+ * Regression tests for patches/ai@6.0.134.patch (server heap OOM on long
+ * autonomous agent runs, #184).
+ *
+ * Unpatched ai@6.0.134 substitutes the default text() output strategy even
+ * when the caller passes NO `output` option. Its createOutputTransformStream
+ * then accumulates the ENTIRE turn text and, on EVERY text-delta, enqueues a
+ * flat snapshot of all text so far as `partialOutput` (O(n^2) memory). Those
+ * snapshots pile up in the never-consumed leftover tee() branch of
+ * DefaultStreamTextResult.baseStream, which is what OOM'd production during a
+ * ~28k-chunk agent turn. The pnpm patch skips partialOutput production
+ * entirely when no output strategy was requested, while keeping per-delta
+ * streaming granularity.
+ */
+describe('ai@6.0.134 pnpm patch: no partialOutput accumulation without an output strategy', () => {
+  const makeModel = () =>
+    new MockLanguageModelV3({
+      doStream: async () => ({
+        stream: simulateReadableStream({
+          chunks: [
+            { type: 'stream-start' as const, warnings: [] },
+            { type: 'text-start' as const, id: '1' },
+            { type: 'text-delta' as const, id: '1', delta: 'Hello' },
+            { type: 'text-delta' as const, id: '1', delta: ', ' },
+            { type: 'text-delta' as const, id: '1', delta: 'world!' },
+            { type: 'text-end' as const, id: '1' },
+            {
+              type: 'finish' as const,
+              finishReason: { unified: 'stop' as const, raw: 'stop' },
+              usage: {
+                inputTokens: {
+                  total: 1,
+                  noCache: undefined,
+                  cacheRead: undefined,
+                  cacheWrite: undefined,
+                },
+                outputTokens: { total: 1, text: 1, reasoning: undefined },
+              },
+            },
+          ],
+        }),
+      }),
+    });
+
+  it('preserves per-delta streaming granularity in textStream', async () => {
+    const result = streamText({ model: makeModel(), prompt: 'hi' });
+
+    const deltas: string[] = [];
+    for await (const delta of result.textStream) {
+      deltas.push(delta);
+    }
+
+    // The patch must NOT coalesce or drop deltas: three model deltas arrive
+    // as three separate textStream chunks.
+    expect(deltas).toEqual(['Hello', ', ', 'world!']);
+  });
+
+  it('emits NO partialOutput values when the caller did not request an output strategy', async () => {
+    const result = streamText({ model: makeModel(), prompt: 'hi' });
+
+    // Fully consume the primary stream first (mirrors production usage).
+    for await (const _ of result.textStream) {
+      // drain
+    }
+
+    const partials: unknown[] = [];
+    for await (const partial of result.experimental_partialOutputStream) {
+      partials.push(partial);
+    }
+
+    // TRIPWIRE: on unpatched ai@6.0.134 the default text() output strategy
+    // yields one cumulative partial per text-delta here (['Hello', 'Hello, ',
+    // 'Hello, world!']). An empty stream proves the patch is applied and no
+    // cumulative snapshots are being produced (and thus none can pile up in
+    // the leftover internal tee branch).
+    expect(partials).toEqual([]);
+  });
+
+  it('preserves cumulative partialOutput when the caller DOES request an output strategy', async () => {
+    // PRESERVE-BRANCH GUARD: the patch only short-circuits partialOutput when
+    // `output == null`. When an output strategy IS set (here Output.text()),
+    // createOutputTransformStream must fall through to the ORIGINAL code path
+    // and keep publishing cumulative snapshots, so object/text-output consumers
+    // behave byte-identically to unpatched ai. A careless re-port that routed
+    // output-set calls into the skip branch would leave partialOutput empty and
+    // silently break those consumers — this test is the tripwire for that.
+    const result = streamText({
+      model: makeModel(),
+      prompt: 'hi',
+      experimental_output: Output.text(),
+    });
+
+    // Drain the primary stream fully and accumulate the complete output text.
+    let fullText = '';
+    for await (const delta of result.textStream) {
+      fullText += delta;
+    }
+
+    const partials: string[] = [];
+    for await (const partial of result.experimental_partialOutputStream) {
+      partials.push(partial);
+    }
+
+    // With a strategy set, partialOutput must be PRESERVED (non-empty) and
+    // cumulative: the last emitted partial equals the full accumulated text.
+    expect(partials.length).toBeGreaterThan(0);
+    expect(partials[partials.length - 1]).toBe(fullText);
+    expect(fullText).toBe('Hello, world!');
+  });
+
+  it('both installed dist builds (CJS and ESM) carry the patch marker', () => {
+    // Secondary guard: pins the patch to BOTH bundles the SDK ships, since
+    // the NestJS server consumes CJS while other tooling may load ESM.
+    const cjsPath = require.resolve('ai');
+    const mjsPath = cjsPath.replace(/index\.js$/, 'index.mjs');
+    expect(cjsPath).toMatch(/index\.js$/);
+    expect(readFileSync(cjsPath, 'utf8')).toContain('PATCH(docmost');
+    expect(readFileSync(mjsPath, 'utf8')).toContain('PATCH(docmost');
+  });
+});

apps/server/src/integrations/environment/environment.service.ts

@@ -227,6 +227,22 @@ export class EnvironmentService {
     return compactTree === 'true';
   }
 
+  /**
+   * Operator toggle for the public client-telemetry sink (#355). DEFAULT OFF:
+   * the unauthenticated POST /api/telemetry/vitals endpoint + client vitals
+   * collection are only wired when this is explicitly true. Kept SEPARATE from
+   * METRICS_PORT (the server Prometheus half) because Grafana reads the
+   * `client_metrics` table directly, independent of the scrape port — and
+   * because `client_metrics` has no app-side retention, so an operator must opt
+   * in and run an external pruner.
+   */
+  isClientTelemetryEnabled(): boolean {
+    const enabled = this.configService
+      .get<string>('CLIENT_TELEMETRY_ENABLED', 'false')
+      .toLowerCase();
+    return enabled === 'true';
+  }
+
   getStripePublishableKey(): string {
     return this.configService.get<string>('STRIPE_PUBLISHABLE_KEY');
   }

apps/server/src/integrations/export/export-markdown.spec.ts

@@ -0,0 +1,145 @@
+// export.service.ts imports the ESM-only @sindresorhus/slugify (not in jest's
+// transform allowlist). It is irrelevant to the markdown-serialization path under
+// test (only used for page-mention link slugs on the DB path), so it is mocked
+// out to keep the module graph loadable under ts-jest (mirrors the import specs).
+jest.mock('@sindresorhus/slugify', () => ({
+  __esModule: true,
+  default: (input: string) => String(input),
+}));
+
+import { convertProseMirrorToMarkdown } from '@docmost/prosemirror-markdown';
+import { ExportService } from './export.service';
+import { ExportFormat } from './dto/export-dto';
+
+/**
+ * STEP 1 golden test for issue #345: server MARKDOWN export runs DIRECTLY through
+ * the canonical converter (`convertProseMirrorToMarkdown`) — no HTML intermediate
+ * and no `@docmost/editor-ext` markdown layer — so the emitted markdown is in the
+ * canonical package forms and is byte-identical to the git-sync vault body.
+ *
+ * These are the goldens the swap has to satisfy: they assert the CANONICAL
+ * surface (callout `> [!type]`, inline footnote `^[…]`, lossless image
+ * `<!--img …-->`) rather than the old editor-ext forms (`:::type`, `[^id]`,
+ * lossy `![alt](src)`).
+ *
+ * `exportPage(..., singlePage=false)` takes no DB path (no mention rewriting), so
+ * the service is constructed with null collaborators and only the pure
+ * PM -> Markdown path is exercised.
+ */
+
+function makeService(): ExportService {
+  return new ExportService(
+    null as any, // pageRepo
+    null as any, // pagePermissionRepo
+    null as any, // db
+    null as any, // storageService
+    null as any, // environmentService
+    null as any, // domainService
+  );
+}
+
+// A representative page exercising the node types whose canonical markdown form
+// changed with the move off the editor-ext layer: callout, inline footnote, and a
+// lossless image carrying width/align attrs that the old layer dropped.
+const REPRESENTATIVE_DOC = {
+  type: 'doc',
+  content: [
+    {
+      type: 'paragraph',
+      content: [
+        { type: 'text', text: 'Body ' },
+        { type: 'footnoteReference', attrs: { id: 'fn-1' } },
+        { type: 'text', text: ' end.' },
+      ],
+    },
+    {
+      type: 'callout',
+      attrs: { type: 'info', icon: null },
+      content: [
+        {
+          type: 'paragraph',
+          content: [{ type: 'text', text: 'Heads up' }],
+        },
+      ],
+    },
+    {
+      type: 'image',
+      attrs: {
+        src: '/files/pic.png',
+        alt: 'Pic',
+        width: 320,
+        align: 'left',
+      },
+    },
+    {
+      type: 'footnotesList',
+      content: [
+        {
+          type: 'footnoteDefinition',
+          attrs: { id: 'fn-1' },
+          content: [
+            {
+              type: 'paragraph',
+              content: [{ type: 'text', text: 'the note' }],
+            },
+          ],
+        },
+      ],
+    },
+  ],
+};
+
+describe('ExportService — markdown export via the canonical converter (#345)', () => {
+  it('emits canonical callout, inline footnote and lossless image forms', async () => {
+    const service = makeService();
+    const md = (await service.exportPage(ExportFormat.Markdown, {
+      title: '',
+      content: REPRESENTATIVE_DOC,
+    } as any)) as string;
+
+    // Callout: Obsidian `> [!type]`, NOT the legacy `:::type`.
+    expect(md).toContain('> [!info]');
+    expect(md).not.toContain(':::');
+
+    // Inline footnote: `^[…]`, NOT the reference `[^id]` form.
+    expect(md).toContain('^[the note]');
+    expect(md).not.toMatch(/\[\^/);
+
+    // Lossless image: trailing `<!--img …-->` carrying the dropped attrs.
+    expect(md).toContain('![Pic](/files/pic.png)');
+    expect(md).toContain('<!--img');
+    expect(md).toContain('"width":"320"');
+    expect(md).toContain('"align":"left"');
+  });
+
+  it('export body is byte-identical to the git-sync vault serializer (export == vault)', async () => {
+    const service = makeService();
+    // A title-less page: exportPage prepends NO heading, so the whole output is
+    // the page BODY — exactly what git-sync serializes (git-sync stores the title
+    // in frontmatter / the filename, never as an in-body H1).
+    const exported = (await service.exportPage(ExportFormat.Markdown, {
+      title: '',
+      content: REPRESENTATIVE_DOC,
+    } as any)) as string;
+
+    // The git-sync vault writer feeds this SAME converter (git-sync
+    // `stabilizePageBody` = convertProseMirrorToMarkdown(content) at the
+    // fixpoint). For an already-stable doc the single pass IS the fixpoint, so
+    // the two are byte-identical by construction — assert it.
+    const vaultBody = convertProseMirrorToMarkdown(REPRESENTATIVE_DOC);
+    expect(exported).toBe(vaultBody);
+  });
+
+  it('prepends the page title as an H1 heading (the one documented export/vault delta)', async () => {
+    const service = makeService();
+    const md = (await service.exportPage(ExportFormat.Markdown, {
+      title: 'My Page',
+      content: { type: 'doc', content: [] },
+    } as any)) as string;
+
+    // Export makes standalone files, so it prepends the title as an H1. This is
+    // the ONE deliberate difference from the vault body (which carries the title
+    // in frontmatter). The body below the heading still serializes canonically.
+    expect(md.startsWith('# My Page')).toBe(true);
+  });
+});

apps/server/src/integrations/export/export.service.ts

@@ -37,7 +37,7 @@ import {
   getAttachmentIds,
   getProsemirrorContent,
 } from '../../common/helpers/prosemirror/utils';
-import { htmlToMarkdown } from '@docmost/editor-ext';
+import { convertProseMirrorToMarkdown } from '@docmost/prosemirror-markdown';
 
 type AllowedAttachment = { id: string; fileName: string; filePath: string };
 
@@ -79,9 +79,8 @@ export class ExportService {
       prosemirrorJson.content.unshift(titleNode);
     }
 
-    const pageHtml = jsonToHtml(prosemirrorJson);
-
     if (format === ExportFormat.HTML) {
+      const pageHtml = jsonToHtml(prosemirrorJson);
       return `<!DOCTYPE html>
       <html>
         <head>
@@ -92,11 +91,14 @@ export class ExportService {
     }
 
     if (format === ExportFormat.Markdown) {
-      const newPageHtml = pageHtml.replace(
+      // Direct ProseMirror JSON -> Markdown via the canonical converter
-        /<colgroup[^>]*>[\s\S]*?<\/colgroup>/gim,
+      // (`@docmost/prosemirror-markdown`). This is the SAME serializer the
-        '',
+      // git-sync vault writer feeds (see git-sync `stabilizePageBody`), so an
-      );
+      // exported page body is byte-identical to its vault representation — no
-      return htmlToMarkdown(newPageHtml);
+      // HTML intermediate, no second markdown layer, no format drift (issue
+      // #345). The old `<colgroup>` scrub is gone with the HTML step: the
+      // converter emits GFM tables directly and never produces `<colgroup>`.
+      return convertProseMirrorToMarkdown(prosemirrorJson);
     }
 
     return;

apps/server/src/integrations/import/services/file-import-task.service.footnote-canonicalize.spec.ts

@@ -17,6 +17,22 @@ jest.mock('image-dimensions', () => ({
   __esModule: true,
   imageDimensionsFromData: () => undefined,
 }));
+// FileImportTaskService -> PageService -> collaboration.gateway ->
+// metrics.registry imports `prom-client`, which is not resolvable in this
+// workspace's node_modules (types-only stub, no runtime entry). Metrics are
+// disabled on this path, so a virtual no-op mock keeps the module graph loadable.
+jest.mock(
+  'prom-client',
+  () => ({
+    collectDefaultMetrics: () => undefined,
+    Registry: class {},
+    Histogram: class {},
+    Gauge: class {},
+    Counter: class {},
+    Summary: class {},
+  }),
+  { virtual: true },
+);
 
 import { promises as fs } from 'fs';
 import * as os from 'os';
@@ -26,14 +42,17 @@ import { ImportService } from './import.service';
 
 /**
  * Binding test for issue #228 / review #5: FileImportTaskService.processGenericImport
- * is a NON-editor write path (markdownToHtml -> processHTML -> JSON, never runs
+ * is a NON-editor write path, so a zip-imported `.md` page ends up with canonical
- * footnoteSyncPlugin), so it canonicalizes footnotes before persisting. This pins
+ * footnotes before persisting: ordered by first reference, reused refs deduped,
- * that binding — the same one import.service has a spec for — which previously had
+ * orphan definitions dropped.
- * NO spec at all.
  *
- * The markdown -> HTML -> ProseMirror conversion is REAL (a real ImportService,
+ * Since #345 the `.md` parse runs `normalizeForeignMarkdown` ->
- * its createYdoc stubbed); the filesystem is a real temp dir with one .md file;
+ * `markdownToProseMirror` -> `jsonToHtml` (feeding the shared HTML attachment /
- * the DB transaction is stubbed to capture the persisted page content.
+ * link pipeline) -> `processHTML` -> `canonicalizeFootnotes`. The parser assigns
+ * fresh `fn-*` ids, so we assert by definition BODY order rather than the source
+ * labels. The conversion is REAL (a real ImportService, its createYdoc stubbed);
+ * the filesystem is a real temp dir with one .md file; the DB transaction is
+ * stubbed to capture the persisted page content.
  */
 
 // Out-of-order references (c, a, b), a REUSED reference ([^a] twice), and an
@@ -49,13 +68,14 @@ const MARKDOWN = [
   '[^z]: orphan note',
 ].join('\n');
 
-function footnoteListIds(content: any): string[] {
+/** Definition body texts of the (single) footnotesList, in list order. */
+function footnoteListBodies(content: any): string[] {
   const list = (content?.content ?? []).find(
     (n: any) => n.type === 'footnotesList',
   );
   return (list?.content ?? [])
     .filter((n: any) => n.type === 'footnoteDefinition')
-    .map((n: any) => n.attrs?.id);
+    .map((n: any) => n.content?.[0]?.content?.[0]?.text);
 }
 
 // A permissive chainable stub for the spaces lookup (selectFrom(...).select(...)
@@ -71,12 +91,17 @@ function chainable(result: any): any {
   return proxy;
 }
 
-describe('FileImportTaskService.processGenericImport — footnote canonicalization (#228)', () => {
+/**
-  it('orders footnotes by first reference, dedupes reuse, and drops orphans on zip import', async () => {
+ * Run one markdown file through the REAL zip-import pipeline
+ * (`processGenericImport` -> `markdownToProseMirror` -> `jsonToHtml` ->
+ * `processHTML`/`htmlToJson`) and return the persisted page `content`. This is
+ * the server-specific PM->HTML->PM hop that the package's own PM<->MD tests do
+ * NOT cover.
+ */
+async function runZipImport(markdown: string): Promise<any> {
   const extractDir = await fs.mkdtemp(path.join(os.tmpdir(), 'fit-canon-'));
-    await fs.writeFile(path.join(extractDir, 'note.md'), MARKDOWN, 'utf-8');
+  await fs.writeFile(path.join(extractDir, 'note.md'), markdown, 'utf-8');
 
-    // Real ImportService for the html -> JSON conversion; stub the yjs encode.
   const importService = new ImportService(
     {} as any,
     {} as any,
@@ -104,21 +129,15 @@ describe('FileImportTaskService.processGenericImport — footnote canonicalizati
   const importAttachmentService = {
     processAttachments: async ({ html }: any) => html,
   };
-    const backlinkRepo = { insertBacklink: jest.fn() };
-    const eventEmitter = { emit: jest.fn() };
-    const auditService = { logBatchWithContext: jest.fn() };
-
-    const pageService = { nextPagePosition: async () => 'a0' };
-
   const service = new FileImportTaskService(
     {} as any, // storageService
     importService as any,
-      pageService as any,
+    { nextPagePosition: async () => 'a0' } as any,
-      backlinkRepo as any,
+    { insertBacklink: jest.fn() } as any,
     db,
     importAttachmentService as any,
-      eventEmitter as any,
+    { emit: jest.fn() } as any,
-      auditService as any,
+    { logBatchWithContext: jest.fn() } as any,
   );
 
   const fileTask: any = {
@@ -131,20 +150,68 @@ describe('FileImportTaskService.processGenericImport — footnote canonicalizati
 
   try {
     await service.processGenericImport({ extractDir, fileTask });
-
     expect(captured).toBeTruthy();
-      const content = captured.content;
+    return captured.content;
-      // Reference order is c, a, b (NOT the markdown definition order a, b, c).
+  } finally {
-      expect(footnoteListIds(content)).toEqual(['c', 'a', 'b']);
+    await fs.rm(extractDir, { recursive: true, force: true });
+  }
+}
+
+/** Find the first node of a given type anywhere in a PM content tree. */
+function findFirst(node: any, type: string): any {
+  if (!node || typeof node !== 'object') return null;
+  if (node.type === type) return node;
+  for (const child of node.content ?? []) {
+    const hit = findFirst(child, type);
+    if (hit) return hit;
+  }
+  return null;
+}
+
+describe('FileImportTaskService.processGenericImport — footnote canonicalization (#228)', () => {
+  it('orders footnotes by first reference, dedupes reuse, and drops orphans on zip import', async () => {
+    const content = await runZipImport(MARKDOWN);
+    // Definitions ordered by FIRST REFERENCE (C, A, B), NOT the markdown
+    // definition order (A, B, C). Ids are the parser's fresh `fn-*`, so pin
+    // the BODIES.
+    expect(footnoteListBodies(content)).toEqual(['note C', 'note A', 'note B']);
     // Orphan [^z] dropped; reused [^a] collapses to one definition; one list.
-      expect(footnoteListIds(content)).not.toContain('z');
+    expect(footnoteListBodies(content)).not.toContain('orphan note');
     const lists = (content.content ?? []).filter(
       (n: any) => n.type === 'footnotesList',
     );
     expect(lists).toHaveLength(1);
-      expect(footnoteListIds(content).filter((id) => id === 'a')).toHaveLength(1);
+    expect(
-    } finally {
+      footnoteListBodies(content).filter((b) => b === 'note A'),
-      await fs.rm(extractDir, { recursive: true, force: true });
+    ).toHaveLength(1);
-    }
+  });
+
+  // #345 F4: the zip path routes markdown through jsonToHtml -> processHTML ->
+  // htmlToJson (the shared HTML attachment pipeline). #345's headline is LOSSLESS
+  // image width/align via the `<!--img {...}-->` comment; a callout carries its
+  // `type`. This asserts those survive the PM->HTML->PM hop — the one hop the
+  // package's PM<->MD suite does not exercise.
+  it('preserves image width/align and callout type through the PM->HTML->PM hop', async () => {
+    const md = [
+      '# Doc',
+      '',
+      '![a picture](https://example.com/i.png) <!--img {"width":"320","align":"left"}-->',
+      '',
+      ':::warning',
+      'Careful now.',
+      ':::',
+    ].join('\n');
+
+    const content = await runZipImport(md);
+
+    const image = findFirst(content, 'image');
+    expect(image).toBeTruthy();
+    // The lossless sizing/alignment must survive the HTML hop.
+    expect(String(image.attrs?.width)).toBe('320');
+    expect(image.attrs?.align).toBe('left');
+
+    const callout = findFirst(content, 'callout');
+    expect(callout).toBeTruthy();
+    expect(callout.attrs?.type).toBe('warning');
   });
 });

apps/server/src/integrations/import/services/file-import-task.service.ts

@@ -1,6 +1,9 @@
 import { Inject, Injectable, Logger } from '@nestjs/common';
 import * as path from 'path';
-import { jsonToText } from '../../../collaboration/collaboration.util';
+import {
+  jsonToHtml,
+  jsonToText,
+} from '../../../collaboration/collaboration.util';
 import { InjectKysely } from 'nestjs-kysely';
 import { KyselyDB } from '@docmost/db/types/kysely.types';
 import {
@@ -18,9 +21,11 @@ import { generateSlugId } from '../../../common/helpers';
 import { v7 } from 'uuid';
 import { generateJitteredKeyBetween } from 'fractional-indexing-jittered';
 import { FileTask, InsertablePage } from '@docmost/db/types/entity.types';
-import { markdownToHtml, canonicalizeFootnotes } from '@docmost/editor-ext';
+import { canonicalizeFootnotes } from '@docmost/editor-ext';
+import { markdownToProseMirror } from '@docmost/prosemirror-markdown';
 import { getProsemirrorContent } from '../../../common/helpers/prosemirror/utils';
 import { formatImportHtml } from '../utils/import-formatter';
+import { normalizeForeignMarkdown } from '../utils/foreign-markdown';
 import {
   buildAttachmentCandidates,
   collectMarkdownAndHtmlFiles,
@@ -461,7 +466,18 @@ export class FileImportTaskService {
               content = await fs.readFile(absPath, 'utf-8');
 
               if (page.fileExtension.toLowerCase() === '.md') {
-                content = await markdownToHtml(content);
+                // Parse markdown with the single canonical converter
+                // (`@docmost/prosemirror-markdown`), after normalizing foreign
+                // reference footnotes, then serialize to HTML so the shared HTML
+                // pipeline below (processAttachments + formatImportHtml +
+                // processHTML) keeps handling `.md` and `.html` imports
+                // uniformly. The markdown PARSE no longer goes through the
+                // editor-ext markdown layer (issue #345) — the drift source is
+                // gone. The PM -> HTML -> PM hop that follows is lossless
+                // plumbing for attachment/link resolution, NOT a second parse.
+                content = jsonToHtml(
+                  await markdownToProseMirror(normalizeForeignMarkdown(content)),
+                );
               }
             } catch (err: any) {
               if (err?.code === 'ENOENT') {
@@ -500,10 +516,12 @@ export class FileImportTaskService {
               this.importService.extractTitleAndRemoveHeading(pmState);
 
             // Canonicalize footnote topology on this non-editor write path
-            // (markdownToHtml/processHTML never runs footnoteSyncPlugin), so a
+            // (the HTML pipeline's processHTML never runs footnoteSyncPlugin), so
-            // zip-imported page's footnotes are reference-ordered, deduped, and
+            // a zip-imported page's footnotes are reference-ordered, deduped, and
             // orphan-free like the editor's invariant (issue #228). Pure +
-            // idempotent + shape-safe; a footnote-free doc is unchanged.
+            // idempotent + shape-safe; a footnote-free doc is unchanged. (For a
+            // `.md` file the package parser already yields canonical footnotes,
+            // so this is a no-op there.)
             // (Future consolidation, architecture B: like import.service, this
             // path persists directly rather than via PageService — a shared
             // "prepare JSON for persist" helper would centralize this call.)

apps/server/src/integrations/import/services/import.service.footnote-canonicalize.spec.ts

@@ -12,13 +12,19 @@ import { canonicalizeFootnotes } from '@docmost/editor-ext';
 
 /**
  * Integration-ish test for the USER-FACING markdown import path
- * (`ImportService.importPage`). It exercises the REAL markdown -> HTML -> JSON
+ * (`ImportService.importPage`). It exercises the REAL markdown -> ProseMirror
- * conversion and asserts that the stored page content has its footnotes
+ * conversion and asserts the stored page's footnotes are canonical: ordered by
- * canonicalized — the gap that issue #228 fixes: the import path builds
+ * FIRST REFERENCE (not markdown definition order), reused references deduped to a
- * ProseMirror JSON directly (never running the editor's footnoteSyncPlugin), so
+ * single definition, and orphan definitions dropped.
- * before this wiring the stored footnotes kept the markdown's physical
+ *
- * definition order (out of order vs. references), retained orphan definitions,
+ * Since #345 the markdown parse runs through the canonical package
- * and did not collapse reused references.
+ * (`normalizeForeignMarkdown` -> `markdownToProseMirror`), which owns this
+ * canonicalization: the input's GFM `[^id]` reference footnotes are normalized to
+ * inline `^[…]`, and the parser assigns fresh sequential ids (`fn-*`) in
+ * reference order while merging identical bodies — so we assert by definition
+ * BODY order, not by the source labels. `canonicalizeFootnotes` remains wired as
+ * an idempotent safety net (issue #228) and is a no-op on this already-canonical
+ * output.
  *
  * The DB/ydoc side-effects are stubbed: `getNewPagePosition` (DB query) and
  * `createYdoc` (Yjs encode) are spied, and `pageRepo.insertPage` captures the
@@ -67,24 +73,14 @@ function makeService() {
 }
 
 /** List the footnote-definition ids of the (single) footnotesList, in order. */
-function footnoteListIds(content: any): string[] {
+/** Definition body texts of the (single) footnotesList, in list order. */
+function footnoteListBodies(content: any): string[] {
   const list = (content.content ?? []).find(
     (n: any) => n.type === 'footnotesList',
   );
-  if (!list) return [];
+  return (list?.content ?? [])
-  return (list.content ?? [])
     .filter((n: any) => n.type === 'footnoteDefinition')
-    .map((n: any) => n.attrs?.id);
+    .map((n: any) => n.content?.[0]?.content?.[0]?.text);
-}
-
-function definitionText(content: any, id: string): string | undefined {
-  const list = (content.content ?? []).find(
-    (n: any) => n.type === 'footnotesList',
-  );
-  const def = (list?.content ?? []).find(
-    (n: any) => n.type === 'footnoteDefinition' && n.attrs?.id === id,
-  );
-  return def?.content?.[0]?.content?.[0]?.text;
 }
 
 describe('ImportService.importPage — footnote canonicalization (#228)', () => {
@@ -101,23 +97,23 @@ describe('ImportService.importPage — footnote canonicalization (#228)', () =>
     const content = getCaptured().content;
     expect(content).toBeTruthy();
 
-    // Reference order is c, a, b (NOT the markdown definition order a, b, c).
+    // Definitions ordered by FIRST REFERENCE (C, A, B) — NOT the markdown
-    expect(footnoteListIds(content)).toEqual(['c', 'a', 'b']);
+    // definition order (A, B, C) — with the orphan [^z] dropped and the reused
-
+    // [^a] collapsed to a single definition. (Ids are the parser's fresh `fn-*`,
-    // Definitions preserved and attached to the right ids.
+    // so we pin the BODIES.)
-    expect(definitionText(content, 'c')).toBe('note C');
+    expect(footnoteListBodies(content)).toEqual(['note C', 'note A', 'note B']);
-    expect(definitionText(content, 'a')).toBe('note A');
-    expect(definitionText(content, 'b')).toBe('note B');
 
     // Orphan definition [^z] is dropped.
-    expect(footnoteListIds(content)).not.toContain('z');
+    expect(footnoteListBodies(content)).not.toContain('orphan note');
 
     // Reused [^a] yields exactly ONE definition, and exactly one list.
     const lists = (content.content ?? []).filter(
       (n: any) => n.type === 'footnotesList',
     );
     expect(lists).toHaveLength(1);
-    expect(footnoteListIds(content).filter((id) => id === 'a')).toHaveLength(1);
+    expect(
+      footnoteListBodies(content).filter((b) => b === 'note A'),
+    ).toHaveLength(1);
   });
 
   it('is idempotent: canonicalizing the stored output again is a no-op', async () => {
@@ -134,6 +130,6 @@ describe('ImportService.importPage — footnote canonicalization (#228)', () =>
     // time must not change it (safe to wire into every write path).
     const second = canonicalizeFootnotes(stored);
     expect(second).toEqual(stored);
-    expect(footnoteListIds(second)).toEqual(['c', 'a', 'b']);
+    expect(footnoteListBodies(second)).toEqual(['note C', 'note A', 'note B']);
   });
 });

apps/server/src/integrations/import/services/import.service.ts

@@ -17,7 +17,9 @@ import {
 import { generateJitteredKeyBetween } from 'fractional-indexing-jittered';
 import { TiptapTransformer } from '@hocuspocus/transformer';
 import * as Y from 'yjs';
-import { markdownToHtml, canonicalizeFootnotes } from '@docmost/editor-ext';
+import { canonicalizeFootnotes } from '@docmost/editor-ext';
+import { markdownToProseMirror } from '@docmost/prosemirror-markdown';
+import { normalizeForeignMarkdown } from '../utils/foreign-markdown';
 import {
   FileTaskStatus,
   FileTaskType,
@@ -85,11 +87,13 @@ export class ImportService {
 
     const extracted = this.extractTitleAndRemoveHeading(prosemirrorState);
     const title = extracted.title;
-    // Imported markdown/HTML is built via markdownToHtml -> htmlToJson, which
+    // The markdown path now canonicalizes footnotes itself (the package parser),
-    // never runs the editor's footnoteSyncPlugin, so the footnote topology keeps
+    // but the HTML path (processHTML -> htmlToJson) does NOT run the editor's
-    // the source's PHYSICAL definition order (out of order vs. references),
+    // footnoteSyncPlugin, so an imported HTML doc can keep its source's PHYSICAL
-    // retains orphan definitions, and is not deduped. Canonicalize before
+    // definition order (out of order vs. references), retain orphan definitions,
-    // persisting so the stored page matches the editor's invariant (issue #228).
+    // and not be deduped. Canonicalize before persisting so the stored page
+    // matches the editor's invariant (issue #228); it is an idempotent no-op on
+    // the already-canonical markdown output.
     // Pure + idempotent + shape-safe: a doc with no footnotes is unchanged.
     // (Future consolidation, architecture B: this import path persists directly
     // via pageRepo.insertPage rather than through PageService.createPage, so the
@@ -133,12 +137,15 @@ export class ImportService {
   }
 
   async processMarkdown(markdownInput: string): Promise<any> {
-    try {
+    // Canonical markdown -> ProseMirror JSON directly via
-      const html = await markdownToHtml(markdownInput);
+    // `@docmost/prosemirror-markdown` (issue #345) — no HTML intermediate and no
-      return this.processHTML(html);
+    // second editor-ext markdown layer. Foreign markdown surfaces the strict
-    } catch (err) {
+    // canonical parser does not accept (GFM `[^id]` reference footnotes) are
-      throw err;
+    // rewritten to the canonical inline form by `normalizeForeignMarkdown` first.
-    }
+    // The HTML-cleanup pass (`normalizeImportHtml`) is intentionally skipped here:
+    // it targets foreign *HTML* (Notion/XWiki), which only ever arrives on the
+    // `.html` path (`processHTML`), never as canonical markdown.
+    return markdownToProseMirror(normalizeForeignMarkdown(markdownInput));
   }
 
   async processHTML(htmlInput: string): Promise<any> {

apps/server/src/integrations/import/utils/foreign-markdown.spec.ts

@@ -0,0 +1,218 @@
+import {
+  convertProseMirrorToMarkdown,
+  markdownToProseMirror,
+} from '@docmost/prosemirror-markdown';
+import { normalizeForeignMarkdown } from './foreign-markdown';
+
+/**
+ * STEP 2 goldens for issue #345: the foreign-markdown normalizer that runs at the
+ * import boundary BEFORE the strict canonical parser (`markdownToProseMirror`).
+ *
+ * Two layers:
+ *  1. PURE string→string cases pinning the normalizer's own behavior (GFM
+ *     reference footnotes → inline `^[…]`).
+ *  2. END-TO-END acceptance: for a foreign corpus, `normalizeForeignMarkdown`
+ *     then `markdownToProseMirror` then `convertProseMirrorToMarkdown` must leave
+ *     NO literal `[^id]` / `:::` garbage in the document and must re-export in the
+ *     canonical forms.
+ */
+
+describe('normalizeForeignMarkdown — GFM reference footnotes', () => {
+  it('inlines a single-line reference footnote and drops its definition', () => {
+    const out = normalizeForeignMarkdown(
+      'A note[^1] here.\n\n[^1]: The definition.',
+    );
+    expect(out).toBe('A note^[The definition.] here.\n');
+  });
+
+  it('inlines every reference to a reused id (downstream dedups)', () => {
+    const out = normalizeForeignMarkdown(
+      'X[^a] and Y[^a].\n\n[^a]: shared.',
+    );
+    expect(out).toBe('X^[shared.] and Y^[shared.].\n');
+  });
+
+  it('joins indented continuation lines of a definition with a space', () => {
+    const out = normalizeForeignMarkdown(
+      'See[^n].\n\n[^n]: line one\n    line two',
+    );
+    expect(out).toBe('See^[line one line two].\n');
+  });
+
+  it('never rewrites a reference inside a fenced code block', () => {
+    const out = normalizeForeignMarkdown(
+      '```\ncode[^1] here\n```\n\n[^1]: def.',
+    );
+    expect(out).toContain('code[^1] here');
+    // The (now orphaned) definition line is still removed.
+    expect(out).not.toContain('[^1]: def.');
+  });
+
+  it('never rewrites a reference inside an INLINE-code span (backticks)', () => {
+    // The `[^1]` inside backticks is literal code and must survive verbatim;
+    // the one outside is rewritten. (Bug #1: only fenced blocks were protected.)
+    const out = normalizeForeignMarkdown(
+      'Use `arr[^1]` in code but note[^1] in prose.\n\n[^1]: def.',
+    );
+    expect(out).toBe('Use `arr[^1]` in code but note^[def.] in prose.\n');
+  });
+
+  it('escapes brackets in a body so an unbalanced ] cannot truncate the footnote', () => {
+    // A foreign definition body with a stray `]` would, unescaped, close the
+    // canonical `^[...]` early and leak the tail as text (bug #2). The body's
+    // brackets are backslash-escaped so the footnote stays whole.
+    const out = normalizeForeignMarkdown(
+      'Ref[^1] here.\n\n[^1]: see item ] and [more] later',
+    );
+    expect(out).toBe('Ref^[see item \\] and \\[more\\] later] here.\n');
+    // The tokenizer must see exactly one unescaped closing bracket (our own).
+    expect(out.match(/(?<!\\)\]/g)).toHaveLength(1);
+  });
+
+  it('leaves a reference with no matching definition literal (no body to inline)', () => {
+    const out = normalizeForeignMarkdown('Dangling[^x] ref.');
+    expect(out).toBe('Dangling[^x] ref.');
+  });
+
+  it('returns the input unchanged when there are no reference footnotes', () => {
+    const md = '# Title\n\nJust text with `inline code` and a [link](/x).';
+    expect(normalizeForeignMarkdown(md)).toBe(md);
+  });
+
+  it('does NOT touch callout surfaces — the canonical parser handles them', () => {
+    const callouts = ':::info\nHi\n:::\n\n> [!warning]\n> Careful';
+    expect(normalizeForeignMarkdown(callouts)).toBe(callouts);
+  });
+
+  it('strips a leading YAML front-matter block (Obsidian/Hugo/git-sync files)', () => {
+    const out = normalizeForeignMarkdown(
+      '---\ntitle: My Page\ntags: [a, b]\n---\n\n# Heading\n\nBody.',
+    );
+    expect(out).toBe('# Heading\n\nBody.');
+    // The front-matter must not leak into the body as a setext heading.
+    expect(out).not.toContain('title: My Page');
+    expect(out).not.toContain('---');
+  });
+
+  it('does not strip a horizontal rule that is not leading front-matter', () => {
+    const md = 'Intro paragraph.\n\n---\n\nAfter the rule.';
+    expect(normalizeForeignMarkdown(md)).toBe(md);
+  });
+
+  it('is linear on a document with thousands of definitions (no quadratic blowup)', () => {
+    // F2(a): the pass-2 rewrite must be O(text), not O(text × defs). Build a
+    // pathological doc (many defs + many plain text lines) and assert it
+    // completes well under a second — a quadratic implementation took ~14s.
+    const N = 4000;
+    const refs = Array.from({ length: N }, (_, i) => `line ${i} plain text`).join('\n');
+    const defs = Array.from({ length: N }, (_, i) => `[^n${i}]: def ${i}`).join('\n');
+    const doc = `start[^n0] and[^n${N - 1}] end\n\n${refs}\n\n${defs}`;
+    const t0 = Date.now();
+    const out = normalizeForeignMarkdown(doc);
+    const elapsed = Date.now() - t0;
+    expect(elapsed).toBeLessThan(2000);
+    // Sanity: the two real references were still inlined.
+    expect(out).toContain('^[def 0]');
+    expect(out).toContain(`^[def ${N - 1}]`);
+  });
+
+  it('is bounded on a long unclosed backtick run (no inline-split ReDoS)', () => {
+    // F2(b): a huge unterminated backtick run must not cause quadratic
+    // backtracking in the inline-code split. Oversized lines skip the split
+    // entirely (left untouched), so this returns promptly.
+    const line = 'x' + '`'.repeat(200000);
+    const doc = `${line}\n\n[^1]: def`;
+    const t0 = Date.now();
+    normalizeForeignMarkdown(doc);
+    expect(Date.now() - t0).toBeLessThan(2000);
+  });
+
+  it('does not crash or slow down on thousands of prefix-chain definition ids', () => {
+    // F7: the rewrite must use a FIXED generic scanner, not an alternation built
+    // from the ids. A `(a|aa|aaa|…)` alternation over prefix-chain ids blows the
+    // V8 regex compiler (FATAL RegExpCompiler Allocation failed — uncatchable,
+    // kills the process). A fixed scanner has no id-dependent compilation cost.
+    const N = 4000;
+    const ids = Array.from({ length: N }, (_, i) => 'a'.repeat(i + 1));
+    const defs = ids.map((id) => `[^${id}]: body ${id.length}`).join('\n');
+    const doc = `ref[^${ids[0]}] and[^${ids[N - 1]}] end\n\n${defs}`;
+    const t0 = Date.now();
+    const out = normalizeForeignMarkdown(doc);
+    expect(Date.now() - t0).toBeLessThan(2000);
+    // Prefix disambiguation is correct: [^a] and [^aaaa...] inline their OWN body.
+    expect(out).toContain('^[body 1]');
+    expect(out).toContain(`^[body ${N}]`);
+  });
+
+  it('strips a CRLF (Windows) front-matter block, not just LF', () => {
+    // F9: the line-anchored regex needs LF after the opening `---`, so a Windows
+    // file (`---\r\n…`) would slip past the strip and leak the front-matter into
+    // the body. normalizeForeignMarkdown normalizes CRLF -> LF first.
+    const out = normalizeForeignMarkdown(
+      '---\r\ntitle: Foo\r\ntags: [a]\r\n---\r\n\r\n# Heading\r\n\r\nBody.',
+    );
+    expect(out).toBe('# Heading\n\nBody.');
+    expect(out).not.toContain('title: Foo');
+    expect(out).not.toContain('---');
+  });
+
+  it('strips front-matter whose value contains a triple-dash (line-anchored)', () => {
+    // F8: the block must close only on a `\n---` LINE, not the first inline
+    // `---`. A value like `title: Q1 --- Q2` must not truncate the front-matter
+    // and leak the rest (author/closing ---) into the body.
+    const out = normalizeForeignMarkdown(
+      '---\ntitle: Q1 --- Q2 results\nauthor: bob\n---\n\nReal body.',
+    );
+    expect(out).toBe('Real body.');
+    expect(out).not.toContain('author: bob');
+    expect(out).not.toContain('Q2 results');
+  });
+});
+
+describe('foreign markdown import acceptance (normalizer + canonical parser)', () => {
+  const FOREIGN = [
+    '# Doc',
+    '',
+    'Body refs [^c] and [^a] and [^b] and again [^a].',
+    '',
+    ':::info',
+    'A legacy callout.',
+    ':::',
+    '',
+    '| h1 | h2 |',
+    '| --- | --- |',
+    '| 1 | 2 |',
+    '',
+    '[^a]: note A',
+    '[^b]: note B',
+    '[^c]: note C',
+    '[^z]: orphan note',
+  ].join('\n');
+
+  it('leaves no literal [^id] or ::: in the imported doc and re-exports canonically', async () => {
+    const normalized = normalizeForeignMarkdown(FOREIGN);
+    const doc = await markdownToProseMirror(normalized);
+    const reexport = convertProseMirrorToMarkdown(doc);
+
+    // No foreign garbage leaks into the document.
+    expect(reexport).not.toMatch(/\[\^/); // no reference footnote refs/defs
+    expect(reexport).not.toContain(':::'); // no legacy callout fences
+
+    // Canonical forms are present.
+    expect(reexport).toContain('^[note C]');
+    expect(reexport).toContain('> [!info]');
+    expect(reexport).toContain('| h1 | h2 |');
+
+    // Footnotes: ordered by first reference (C, A, B), reused [^a] deduped to one,
+    // orphan [^z] dropped (it had no reference after normalization).
+    const list = doc.content.find((n: any) => n.type === 'footnotesList');
+    const bodies = list.content.map(
+      (d: any) => d.content[0].content[0].text,
+    );
+    expect(bodies).toEqual(['note C', 'note A', 'note B']);
+    expect(bodies).not.toContain('orphan note');
+    expect(
+      doc.content.filter((n: any) => n.type === 'footnotesList'),
+    ).toHaveLength(1);
+  });
+});

apps/server/src/integrations/import/utils/foreign-markdown.ts

@@ -0,0 +1,265 @@
+/**
+ * Foreign-markdown normalizer — an input-liberal / output-canonical adapter that
+ * runs at the IMPORT boundary, BEFORE the canonical parser
+ * (`markdownToProseMirror` from `@docmost/prosemirror-markdown`).
+ *
+ * The canonical parser is deliberately STRICT: it only understands Docmost's
+ * canonical markdown surface (Obsidian-style `> [!type]` callouts, Pandoc/Obsidian
+ * inline footnotes `^[body]`, lossless `![alt](src) <!--img {...}-->` images, …).
+ * Import, however, ingests FOREIGN files (GitHub/GFM, Notion, old Docmost
+ * exports). Those use surfaces the canonical parser does not accept, most notably
+ * GitHub-flavoured *reference* footnotes:
+ *
+ *     Text with a note[^1] and another[^long].
+ *
+ *     [^1]: The first definition.
+ *     [^long]: A second one.
+ *
+ * Left untouched, the parser does NOT recognise `[^id]` (it only parses `^[body]`),
+ * so the reference leaks as literal text — and worse, the trailing `[^id]: def`
+ * line is a valid CommonMark *link-reference definition*, so `[^id]` is silently
+ * rendered as a bogus link. This normalizer rewrites reference footnotes into the
+ * canonical inline form so the parser materialises real footnote nodes.
+ *
+ * This is a TEXT pre-pass, NOT a second parser fork: it does not re-implement any
+ * converter logic. Callout surfaces (`:::type` and `> [!type]`) are intentionally
+ * NOT touched here — the canonical parser already accepts BOTH natively (its
+ * `preprocessCallouts` pass), so normalizing them would be redundant and would
+ * only risk degrading the parser's nesting/code-fence-aware handling.
+ */
+
+/** Matches a fenced code block delimiter (``` or ~~~), capturing the marker run. */
+const CODE_FENCE_RE = /^(\s*)(`{3,}|~{3,})/;
+
+/**
+ * Matches a GFM footnote DEFINITION line: `[^id]: body`. The id is any run of
+ * non-`]` characters; the body is the remainder of the line (possibly empty).
+ */
+const FOOTNOTE_DEF_RE = /^\[\^([^\]]+)\]:[ \t]?(.*)$/;
+
+/** True when a line is a code-fence delimiter that toggles fenced-code state. */
+function fenceMarker(line: string): string | null {
+  const m = line.match(CODE_FENCE_RE);
+  return m ? m[2] : null;
+}
+
+/** True when a line is indented (leading space/tab) and not blank — a continuation. */
+function isIndentedContinuation(line: string): boolean {
+  return /^[ \t]+\S/.test(line);
+}
+
+function escapeRegExp(value: string): string {
+  return value.replace(/[.*+?^${}()|[\]\\]/g, '\\$&');
+}
+
+/**
+ * Backslash-escape any square bracket in a footnote body before it is wrapped in
+ * `^[...]`. The canonical inline-footnote tokenizer scans the body with bracket
+ * balancing and closes on the first UNMATCHED `]`, so an unbalanced bracket in a
+ * foreign definition (e.g. `[^1]: see item ] later`) would otherwise truncate the
+ * footnote and leak the tail as literal text. Escaping every `[`/`]` makes the
+ * body an inert run of characters — the tokenizer then closes only on our own
+ * closing `]`. (A balanced `[link](url)` inside a body still round-trips because
+ * the escaped form renders the literal brackets, which is the safe reading for a
+ * footnote body; the alternative — brittle balance tracking — risks worse.)
+ */
+function escapeFootnoteBody(body: string): string {
+  return body.replace(/[[\]]/g, '\\$&');
+}
+
+/**
+ * Rewrite every `[^id]` reference on a line to its `^[body]` form, but ONLY in the
+ * text OUTSIDE inline-code spans. A `[^id]` inside backticks is literal code
+ * content and must be preserved verbatim (a footnote ref never lives inside code).
+ * We split the line on inline-code spans (paired backtick runs) and rewrite only
+ * the non-code segments.
+ */
+// Above this length a single line is not split into inline-code spans (see
+// below). A genuine markdown line carrying a footnote reference is never tens of
+// KB; the cap only bypasses the inline-code protection for pathological lines.
+const INLINE_SPLIT_MAX_LINE = 8192;
+
+function rewriteRefsOutsideInlineCode(
+  line: string,
+  replace: (text: string) => string,
+): string {
+  // The inline-code split alternation `(`+)(?:(?!\1)[\s\S])*\1` backtracks
+  // quadratically on a long UNCLOSED backtick run (its middle can consume the
+  // rest of the line, then fail to find a closing run and retry from each
+  // position). On an untrusted import this is a request-thread ReDoS. A real
+  // footnote line is short, so for an oversized line we skip the inline-code
+  // protection entirely and leave the line UNTOUCHED (rewriting it wholesale
+  // could corrupt a `[^id]` that legitimately lives inside inline code). This is
+  // a conservative bypass: an over-8KB line simply does not get its reference
+  // footnotes inlined — acceptable for a pathological input.
+  if (line.length > INLINE_SPLIT_MAX_LINE) return line;
+
+  // Alternation: an inline-code span (one or more backticks, then anything up to
+  // the SAME run of backticks) OR a run of non-backtick text. Unterminated
+  // backticks fall through as ordinary text (matched by the second branch on the
+  // leftover), so a stray backtick never swallows the rest of the line.
+  const parts = line.match(/(`+)(?:(?!\1)[\s\S])*\1|[^`]+|`+/g);
+  if (!parts) return line;
+  return parts
+    .map((seg) => (seg.startsWith('`') ? seg : replace(seg)))
+    .join('');
+}
+
+/**
+ * Convert GFM reference footnotes (`[^id]` + `[^id]: def`) into canonical inline
+ * footnotes (`^[def]`).
+ *
+ * - Definitions are collected first (a leading `[^id]: text` line plus any
+ *   immediately-following indented continuation lines, joined with a space) and
+ *   removed from the output.
+ * - Each in-text reference `[^id]` for which a definition was found is replaced by
+ *   `^[def]`. References with no matching definition are left literal (there is no
+ *   body to inline; the parser fails them open the same way).
+ * - Code is respected on both passes: `[^id]` inside a fenced ``` / ~~~ block is
+ *   never rewritten and a `[^id]:` line inside a fence is never a definition; and
+ *   on the rewrite pass a `[^id]` inside an INLINE-code span (backticks) is left
+ *   literal too.
+ * - The inlined body is bracket-escaped so an unbalanced `[`/`]` in a foreign
+ *   definition cannot truncate the resulting `^[...]` footnote.
+ *
+ * Deduplication / reference-ordering / orphan-dropping of the resulting footnotes
+ * is handled downstream by the canonical parser (`assembleFootnotes`); this pass
+ * only changes the surface syntax.
+ */
+function convertReferenceFootnotes(markdown: string): string {
+  const lines = markdown.split('\n');
+
+  // Pass 1: collect definitions and mark their lines for removal.
+  const defs = new Map<string, string>();
+  const dropped = new Array<boolean>(lines.length).fill(false);
+  let inFence = false;
+  let fence = '';
+
+  for (let i = 0; i < lines.length; i++) {
+    const line = lines[i];
+    const marker = fenceMarker(line);
+    if (inFence) {
+      if (marker && marker[0] === fence[0] && marker.length >= fence.length) {
+        inFence = false;
+        fence = '';
+      }
+      continue;
+    }
+    if (marker) {
+      inFence = true;
+      fence = marker;
+      continue;
+    }
+
+    const def = line.match(FOOTNOTE_DEF_RE);
+    if (!def) continue;
+
+    const id = def[1];
+    const body: string[] = [def[2].trim()];
+    dropped[i] = true;
+
+    // Consume immediately-following indented continuation lines (GFM lazy
+    // continuation is not supported by design — keep it simple and predictable).
+    let j = i + 1;
+    while (j < lines.length && isIndentedContinuation(lines[j])) {
+      body.push(lines[j].trim());
+      dropped[j] = true;
+      j++;
+    }
+    i = j - 1;
+
+    // Last definition wins for a duplicated id (matches CommonMark link-ref
+    // semantics closely enough for a foreign-input adapter).
+    defs.set(id, body.filter((s) => s.length > 0).join(' '));
+  }
+
+  if (defs.size === 0) {
+    return markdown;
+  }
+
+  // ONE fixed, generic scanner regex — NOT one built from the definition ids.
+  // It matches ANY `[^id]` shape, and the replacer decides per match via a map
+  // lookup whether that id is a real definition (replace) or not (leave as-is).
+  // This is genuinely O(total text) with no per-document regex compilation.
+  //
+  // Do NOT rebuild this as an alternation over `[...defs.keys()]`: a giant
+  // `(id1|id2|...)` alternation over thousands of ids can blow the V8 regex
+  // compiler's stack — a fatal, UNCATCHABLE "RegExpCompiler Allocation failed"
+  // on prefix-chain ids (`a`, `aa`, `aaa`, ...) that kills the whole process
+  // (worse than the earlier per-def thread-hang). A fixed scanner has no
+  // id-dependent compilation cost and cannot blow up.
+  const refRe = /\[\^([^\]]+)\]/g;
+  const rewriteSegment = (segment: string): string =>
+    segment.replace(refRe, (whole, id: string) => {
+      const body = defs.get(id);
+      // Only real definitions are inlined; an unknown id is left literal (same as
+      // the old per-def loop, which simply never matched it).
+      return body === undefined ? whole : `^[${escapeFootnoteBody(body)}]`;
+    });
+
+  // Pass 2: rewrite in-text references, skipping fenced code and dropped lines.
+  const out: string[] = [];
+  inFence = false;
+  fence = '';
+  for (let i = 0; i < lines.length; i++) {
+    if (dropped[i]) continue;
+    let line = lines[i];
+
+    const marker = fenceMarker(line);
+    if (inFence) {
+      out.push(line);
+      if (marker && marker[0] === fence[0] && marker.length >= fence.length) {
+        inFence = false;
+        fence = '';
+      }
+      continue;
+    }
+    if (marker) {
+      inFence = true;
+      fence = marker;
+      out.push(line);
+      continue;
+    }
+
+    line = rewriteRefsOutsideInlineCode(line, rewriteSegment);
+    out.push(line);
+  }
+
+  return out.join('\n');
+}
+
+/**
+ * Strip a single leading YAML front-matter block (`---\n…\n---`). Foreign files
+ * from Obsidian / Hugo / Jekyll / Notion — and Docmost's OWN git-sync page files
+ * — open with front-matter that the canonical parser does not consume, so
+ * without this it leaks into the body (and `title: Foo` above the closing `---`
+ * renders as a setext `<h2>` that `extractTitleAndRemoveHeading` can hijack as
+ * the page title). It is a no-op for front-matter-free input.
+ *
+ * LINE-ANCHORED (the same shape the canonical parser uses in
+ * prosemirror-markdown/page-file.ts): the block opens only on `---\n` at the
+ * very start and closes only on a `\n---` line. The retired `markdownToHtml`
+ * strip closed on the FIRST `---` ANYWHERE (an unanchored close), so a value
+ * containing a triple-dash (e.g. `title: Q1 --- Q2`) truncated the front-matter
+ * and leaked the rest into the body. An optional leading BOM is tolerated.
+ */
+const YAML_FRONT_MATTER_RE = /^\uFEFF?---\n[\s\S]*?\n---\n?/;
+
+/**
+ * Normalize a foreign markdown string into Docmost's canonical markdown surface
+ * so the strict canonical parser accepts it losslessly: normalize line endings,
+ * strip a leading YAML front-matter block, then rewrite GFM reference footnotes
+ * into inline footnotes. Add further fixture-driven foreign-surface cases here as
+ * they are found.
+ */
+export function normalizeForeignMarkdown(markdown: string): string {
+  if (!markdown) return markdown;
+  // Normalize CRLF -> LF FIRST. The line-anchored front-matter regex requires a
+  // bare `\n` after the opening `---`, and convertReferenceFootnotes splits on
+  // `\n`; a Windows/CRLF foreign file (`---\r\n…`) would otherwise slip past the
+  // front-matter strip and leak into the body. The canonical parser
+  // (page-file.ts parsePageFile) normalizes the same way before its FRONTMATTER_RE.
+  const src = markdown.replace(/\r\n/g, '\n');
+  const withoutFrontMatter = src.replace(YAML_FRONT_MATTER_RE, '').trimStart();
+  return convertReferenceFootnotes(withoutFrontMatter);
+}