.env.example

@@ -2,6 +2,16 @@
 APP_URL=http://localhost:3000
 PORT=3000
 
+# --- Security / reverse proxy ---
+# The app runs with Fastify `trustProxy` ENABLED, so it derives the client IP
+# (req.ip) from the `X-Forwarded-For` header. That header is client-forgeable.
+# Deploy this app behind a trusted reverse proxy that SETS/OVERWRITES (not
+# appends) `X-Forwarded-For` with the real client IP. Without such a proxy, any
+# per-IP throttling — including the /mcp Basic brute-force limiter — can be
+# bypassed by an attacker who simply spoofs `X-Forwarded-For` to rotate IPs.
+# (The /mcp limiter keeps a global per-email key as an IP-independent backstop,
+# but the per-IP and per-IP+email keys rely on a trustworthy X-Forwarded-For.)
+
 # minimum of 32 characters. Generate one with: openssl rand -hex 32
 APP_SECRET=REPLACE_WITH_LONG_SECRET
 

.github/workflows/develop.yml

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

.github/workflows/release.yml

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

.github/workflows/test.yml

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

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

@@ -391,6 +391,13 @@
   "Toggle block": "Сворачиваемый блок",
   "Callout": "Выноска",
   "Insert callout notice.": "Вставить выноску с сообщением.",
+  "Footnote": "Сноска",
+  "Insert a footnote reference.": "Вставить ссылку на сноску.",
+  "Footnotes": "Примечания",
+  "Footnote {{number}}": "Сноска {{number}}",
+  "Go to footnote": "Перейти к сноске",
+  "Back to reference": "Вернуться к ссылке",
+  "Empty footnote": "Пустая сноска",
   "Math inline": "Строчная формула",
   "Insert inline math equation.": "Вставить математическое выражение в строку.",
   "Math block": "Блок формулы",

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

@@ -18,7 +18,7 @@ import {
   IconX,
 } from "@tabler/icons-react";
 import { useAtom, useSetAtom } from "jotai";
-import { useParams } from "react-router-dom";
+import { useMatch } from "react-router-dom";
 import { useTranslation } from "react-i18next";
 import { useQueryClient } from "@tanstack/react-query";
 import {
@@ -140,13 +140,16 @@ export default function AiChatWindow() {
   const { data: messageRows, isLoading: messagesLoading } =
     useAiChatMessagesQuery(activeChatId ?? undefined);
 
-  // The page the user is currently viewing, derived from the route (same
-  // source the breadcrumb uses). On a non-page route `pageSlug` is undefined,
-  // so the query is disabled and `openPage` is null. This is passed to the
-  // chat thread as context so the agent knows what "this page"/"the current
-  // page" refers to; the agent still reads/writes via its CASL-enforced page
-  // tools using the id.
-  const { pageSlug } = useParams();
+  // The page the user is currently viewing. AiChatWindow lives in a pathless
+  // parent layout route, so useParams() can't see :pageSlug. Match the full
+  // pathname against the authenticated page route instead so "the current page"
+  // resolves regardless of where this component is mounted. On a non-page route
+  // the match is null, so `pageSlug` is undefined, the query is disabled and
+  // `openPage` is null. This is passed to the chat thread as context so the
+  // agent knows what "this page"/"the current page" refers to; the agent still
+  // reads/writes via its CASL-enforced page tools using the id.
+  const pageRouteMatch = useMatch("/s/:spaceSlug/p/:pageSlug");
+  const pageSlug = pageRouteMatch?.params?.pageSlug;
   const { data: openPageData } = usePageQuery({
     pageId: extractPageSlugId(pageSlug),
   });

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

@@ -10,6 +10,18 @@ import classes from "@/features/ai-chat/components/ai-chat.module.css";
 
 interface MessageItemProps {
   message: UIMessage;
+  /**
+   * Forwarded to ToolCallCard: whether tool cards render page citation links.
+   * Defaults to true (internal chat). The public share passes false.
+   */
+  showCitations?: boolean;
+  /**
+   * Neutralize internal/relative markdown links in the rendered answer (drop
+   * their href so they become inert text). Defaults to false (internal chat,
+   * links stay clickable). The anonymous public share passes true so internal
+   * UUIDs/routes in the assistant's markdown don't leak as clickable links.
+   */
+  neutralizeInternalLinks?: boolean;
 }
 
 /**
@@ -24,7 +36,11 @@ interface MessageItemProps {
  * `message` prop identity (and its `parts`) changes each tick. Re-rendering the
  * text parts on each delta is what makes the answer stream in progressively.
  */
-export default function MessageItem({ message }: MessageItemProps) {
+export default function MessageItem({
+  message,
+  showCitations = true,
+  neutralizeInternalLinks = false,
+}: MessageItemProps) {
   const { t } = useTranslation();
   const isUser = message.role === "user";
 
@@ -53,7 +69,9 @@ export default function MessageItem({ message }: MessageItemProps) {
           // starts with an empty text part before the first token arrives); the
           // typing indicator covers that gap until real content streams in.
           if (!part.text.trim()) return null;
-          const html = renderChatMarkdown(part.text);
+          const html = renderChatMarkdown(part.text, {
+            neutralizeInternalLinks,
+          });
           if (html) {
             return (
               <div
@@ -73,7 +91,13 @@ export default function MessageItem({ message }: MessageItemProps) {
         }
 
         if (isToolPart(part.type)) {
-          return <ToolCallCard key={index} part={part as unknown as ToolUiPart} />;
+          return (
+            <ToolCallCard
+              key={index}
+              part={part as unknown as ToolUiPart}
+              showCitations={showCitations}
+            />
+          );
         }
 
         return null;

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

@@ -1,4 +1,4 @@
-import { useEffect, useRef } from "react";
+import { ReactNode, useEffect, useRef } from "react";
 import { Center, ScrollArea, Stack, Text } from "@mantine/core";
 import { useTranslation } from "react-i18next";
 import type { UIMessage } from "@ai-sdk/react";
@@ -10,6 +10,26 @@ import classes from "@/features/ai-chat/components/ai-chat.module.css";
 interface MessageListProps {
   messages: UIMessage[];
   isStreaming: boolean;
+  /**
+   * Content shown when the transcript is empty and no turn is in flight.
+   * Defaults to the internal chat's prompt. The public share passes its own
+   * documentation-focused copy. This is purely the empty-state text; the
+   * streaming/typing/markdown/tool-card paths below are shared verbatim.
+   */
+  emptyState?: ReactNode;
+  /**
+   * Forwarded to MessageItem -> ToolCallCard: whether tool cards render page
+   * citation links. Defaults to true (internal chat). The public share passes
+   * false because an anonymous reader cannot open the linked internal pages.
+   */
+  showCitations?: boolean;
+  /**
+   * Forwarded to MessageItem: neutralize internal/relative markdown links in
+   * the rendered answers (drop their href so they render as inert text).
+   * Defaults to false (internal chat). The public share passes true so internal
+   * UUIDs/routes don't leak as clickable links to anonymous readers.
+   */
+  neutralizeInternalLinks?: boolean;
 }
 
 // Distance (px) from the bottom within which the viewport still counts as
@@ -24,7 +44,7 @@ const BOTTOM_THRESHOLD = 40;
  *  - the last (assistant) message has no non-empty text and no tool part.
  * Once any text/tool part arrives, MessageItem renders it and this hides.
  */
-function showTypingIndicator(messages: UIMessage[], isStreaming: boolean): boolean {
+export function showTypingIndicator(messages: UIMessage[], isStreaming: boolean): boolean {
   if (!isStreaming) return false;
   const last = messages[messages.length - 1];
   if (!last) return true; // submitted with nothing rendered yet.
@@ -41,7 +61,13 @@ function showTypingIndicator(messages: UIMessage[], isStreaming: boolean): boole
  * but only while the user is pinned to the bottom — if they scrolled up to read
  * earlier messages, streamed deltas no longer yank them back down.
  */
-export default function MessageList({ messages, isStreaming }: MessageListProps) {
+export default function MessageList({
+  messages,
+  isStreaming,
+  emptyState,
+  showCitations = true,
+  neutralizeInternalLinks = false,
+}: MessageListProps) {
   const { t } = useTranslation();
   const viewportRef = useRef<HTMLDivElement>(null);
   // Whether the viewport is currently pinned to the bottom. Starts true so the
@@ -104,9 +130,11 @@ export default function MessageList({ messages, isStreaming }: MessageListProps)
   if (messages.length === 0 && !typing) {
     return (
       <Center className={classes.messages}>
-        <Text size="sm" c="dimmed" ta="center">
-          {t("Ask the AI agent anything about your workspace.")}
-        </Text>
+        {emptyState ?? (
+          <Text size="sm" c="dimmed" ta="center">
+            {t("Ask the AI agent anything about your workspace.")}
+          </Text>
+        )}
       </Center>
     );
   }
@@ -115,7 +143,12 @@ export default function MessageList({ messages, isStreaming }: MessageListProps)
     <ScrollArea className={classes.messages} viewportRef={viewportRef} scrollbarSize={6} type="scroll">
       <Stack gap={0} pr="xs">
         {messages.map((message) => (
-          <MessageItem key={message.id} message={message} />
+          <MessageItem
+            key={message.id}
+            message={message}
+            showCitations={showCitations}
+            neutralizeInternalLinks={neutralizeInternalLinks}
+          />
         ))}
         {typing && <TypingIndicator />}
       </Stack>

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

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

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

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

apps/client/src/features/ai-chat/utils/error-message.test.ts

@@ -0,0 +1,53 @@
+import { describe, it, expect } from "vitest";
+import { describeChatError } from "./error-message";
+
+// Identity translator: assert on the raw English key so the tests do not depend
+// on the i18n catalog.
+const t = (key: string) => key;
+
+describe("describeChatError", () => {
+  it('surfaces a provider "402: ..." stream error verbatim', () => {
+    expect(describeChatError("402: Insufficient credits", t)).toBe(
+      "402: Insufficient credits",
+    );
+  });
+
+  it('does NOT misclassify a body that merely contains "403" (no "statusCode":403)', () => {
+    // A provider message mentioning the number 403 must be surfaced verbatim,
+    // never folded into the "AI chat is disabled" gating message.
+    const msg = "429: rate limited after 403 attempts";
+    expect(describeChatError(msg, t)).toBe(msg);
+  });
+
+  it('maps a {"statusCode":403} body to the disabled message', () => {
+    const body = '{"statusCode":403,"message":"Forbidden"}';
+    expect(describeChatError(body, t)).toBe(
+      "AI chat is disabled for this workspace.",
+    );
+  });
+
+  it('maps a {"statusCode":503} body to the not-configured message', () => {
+    const body = '{"statusCode":503,"message":"Service Unavailable"}';
+    expect(describeChatError(body, t)).toBe(
+      "The AI provider is not configured. Ask an administrator to set it up.",
+    );
+  });
+
+  it('falls back to the generic message for "An error occurred."', () => {
+    expect(describeChatError("An error occurred.", t)).toBe(
+      "The AI agent could not respond. Please try again.",
+    );
+  });
+
+  it('falls back to the generic message for "Internal server error"', () => {
+    expect(describeChatError("Internal server error", t)).toBe(
+      "The AI agent could not respond. Please try again.",
+    );
+  });
+
+  it("falls back to the generic message for empty input", () => {
+    expect(describeChatError("", t)).toBe(
+      "The AI agent could not respond. Please try again.",
+    );
+  });
+});

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

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

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

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

apps/client/src/features/ai-chat/utils/tool-parts.test.tsx

@@ -0,0 +1,100 @@
+import { describe, it, expect } from "vitest";
+import {
+  toolCitations,
+  toolRunState,
+  type ToolUiPart,
+} from "./tool-parts";
+
+describe("toolCitations", () => {
+  it("emits one citation per searchPages item with a /p/{id} href", () => {
+    const part: ToolUiPart = {
+      type: "tool-searchPages",
+      state: "output-available",
+      output: [
+        { id: "p1", title: "First" },
+        { id: "p2", title: "Second" },
+      ],
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "p1", title: "First", href: "/p/p1" },
+      { pageId: "p2", title: "Second", href: "/p/p2" },
+    ]);
+  });
+
+  it("drops searchPages items missing an id", () => {
+    const part: ToolUiPart = {
+      type: "tool-searchPages",
+      state: "output-available",
+      output: [{ title: "No id here" }, { id: "p2", title: "Kept" }],
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "p2", title: "Kept", href: "/p/p2" },
+    ]);
+  });
+
+  it("falls back to input.pageId / input.title for a page-op with only pageId", () => {
+    // The mutating tools echo `pageId` (no `id`); title is taken from the input.
+    const part: ToolUiPart = {
+      type: "tool-updatePageContent",
+      state: "output-available",
+      input: { pageId: "host-1", title: "From input" },
+      output: { pageId: "host-1" },
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "host-1", title: "From input", href: "/p/host-1" },
+    ]);
+  });
+
+  it("prefers output.id over input.pageId when both exist", () => {
+    const part: ToolUiPart = {
+      type: "tool-getPage",
+      state: "output-available",
+      input: { pageId: "input-id", title: "Input title" },
+      output: { id: "output-id", title: "Output title" },
+    };
+    expect(toolCitations(part)).toEqual([
+      { pageId: "output-id", title: "Output title", href: "/p/output-id" },
+    ]);
+  });
+
+  it("returns [] when the state is not output-available", () => {
+    const part: ToolUiPart = {
+      type: "tool-getPage",
+      state: "input-available",
+      output: { id: "p1", title: "Pending" },
+    };
+    expect(toolCitations(part)).toEqual([]);
+  });
+
+  it("returns [] for a page-op output with no resolvable id", () => {
+    const part: ToolUiPart = {
+      type: "tool-getPage",
+      state: "output-available",
+      input: {},
+      output: { title: "Only a title" },
+    };
+    expect(toolCitations(part)).toEqual([]);
+  });
+});
+
+describe("toolRunState", () => {
+  it('maps "output-error" to error', () => {
+    expect(toolRunState("output-error")).toBe("error");
+  });
+
+  it('maps "output-denied" to error', () => {
+    expect(toolRunState("output-denied")).toBe("error");
+  });
+
+  it('maps "output-available" to done', () => {
+    expect(toolRunState("output-available")).toBe("done");
+  });
+
+  it('maps "input-available" to running', () => {
+    expect(toolRunState("input-available")).toBe("running");
+  });
+
+  it("maps undefined to running", () => {
+    expect(toolRunState(undefined)).toBe("running");
+  });
+});

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

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

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

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

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

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

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

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

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

@@ -15,39 +15,11 @@ import { useAtomValue } from "jotai";
 import useUserRole from "@/hooks/use-user-role.tsx";
 import { workspaceAtom } from "@/features/user/atoms/current-user-atom.ts";
 import classes from "./html-embed-view.module.css";
-
-/**
- * Inject raw HTML (including <script> tags) into `container`, executing any
- * scripts.
- *
- * Setting `innerHTML` does NOT run inline or external <script> tags the browser
- * parses that way: the HTML spec marks scripts inserted via innerHTML as
- * "already started" so they never execute. To get the tracker/analytics
- * use-case working we walk the freshly-parsed scripts and replace each with a
- * brand-new <script> element copying its attributes and inline code. A
- * programmatically created+inserted <script> DOES execute, so this restores
- * normal script behaviour in the wiki origin (Variant C).
- */
-function renderRawHtml(container: HTMLElement, source: string) {
-  // Clear any previous render (re-render on source change).
-  container.innerHTML = "";
-  if (!source) return;
-
-  container.innerHTML = source;
-
-  const scripts = Array.from(container.querySelectorAll("script"));
-  for (const oldScript of scripts) {
-    const newScript = document.createElement("script");
-    // Copy every attribute (src, type, async, defer, data-*, etc.).
-    for (const attr of Array.from(oldScript.attributes)) {
-      newScript.setAttribute(attr.name, attr.value);
-    }
-    // Copy inline code.
-    newScript.text = oldScript.textContent ?? "";
-    // Replacing the node in place triggers execution.
-    oldScript.parentNode?.replaceChild(newScript, oldScript);
-  }
-}
+import {
+  canEdit as computeCanEdit,
+  renderRawHtml,
+  shouldExecute as computeShouldExecute,
+} from "./render-raw-html.ts";
 
 export default function HtmlEmbedView(props: NodeViewProps) {
   const { t } = useTranslation();
@@ -70,7 +42,10 @@ export default function HtmlEmbedView(props: NodeViewProps) {
   //    here — we execute exactly the `source` the server chose to serve.
   //  - EDITABLE editor (admin authoring): keep gating on the per-workspace
   //    toggle so an admin sees the inert placeholder when the feature is OFF.
-  const shouldExecute = !editor.isEditable || htmlEmbedEnabled;
+  const shouldExecute = computeShouldExecute(
+    editor.isEditable,
+    htmlEmbedEnabled,
+  );
 
   const contentRef = useRef<HTMLDivElement | null>(null);
   const [modalOpen, setModalOpen] = useState(false);
@@ -104,7 +79,7 @@ export default function HtmlEmbedView(props: NodeViewProps) {
   // The edit affordance is only meaningful in edit mode, is restricted to admins
   // (the server strips the node for non-admins anyway), and is offered only when
   // the workspace feature toggle is ON.
-  const canEdit = editor.isEditable && isAdmin && htmlEmbedEnabled;
+  const canEdit = computeCanEdit(editor.isEditable, isAdmin, htmlEmbedEnabled);
 
   return (
     <NodeViewWrapper

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

@@ -0,0 +1,112 @@
+import { describe, it, expect, beforeEach, afterEach } from "vitest";
+import { JSDOM } from "jsdom";
+import { renderRawHtml, shouldExecute, canEdit } from "./render-raw-html";
+
+// jsdom does NOT execute <script> nodes unless its instance was created with
+// `runScripts: "dangerously"`. The whole point of renderRawHtml is to make
+// re-created scripts run, so the execution tests drive a dedicated script-
+// running JSDOM and pass it a container from THAT document (renderRawHtml uses
+// `container.ownerDocument`, so it creates the fresh scripts in the running
+// instance). The default vitest jsdom (no runScripts) is used for the
+// structural and policy assertions.
+describe("renderRawHtml (script execution against a runScripts jsdom)", () => {
+  let dom: JSDOM;
+  let container: HTMLElement;
+
+  beforeEach(() => {
+    dom = new JSDOM("<!doctype html><html><body></body></html>", {
+      runScripts: "dangerously",
+    });
+    container = dom.window.document.createElement("div");
+    dom.window.document.body.appendChild(container);
+  });
+
+  afterEach(() => {
+    dom.window.close();
+  });
+
+  it("re-creates and executes an inline <script> (observable side effect)", () => {
+    renderRawHtml(
+      container,
+      "<div>hello</div><script>window.__htmlEmbedFlag = true;</script>",
+    );
+    // The re-created inline script ran inside the jsdom window.
+    expect((dom.window as unknown as Record<string, unknown>).__htmlEmbedFlag).toBe(
+      true,
+    );
+    // The non-script markup is preserved.
+    expect(container.querySelector("div")?.textContent).toBe("hello");
+  });
+
+  it("copies src/async/defer onto a re-created external <script src>", () => {
+    renderRawHtml(
+      container,
+      '<script src="https://example.com/t.js" async defer></script>',
+    );
+    const script = container.querySelector("script");
+    expect(script).not.toBeNull();
+    expect(script?.getAttribute("src")).toBe("https://example.com/t.js");
+    expect(script?.hasAttribute("async")).toBe(true);
+    expect(script?.hasAttribute("defer")).toBe(true);
+  });
+
+  it("clears the container when the source is empty", () => {
+    container.innerHTML = "<p>stale</p>";
+    renderRawHtml(container, "");
+    expect(container.innerHTML).toBe("");
+  });
+
+  it("clears prior content first on a re-render with new source", () => {
+    const win = dom.window as unknown as Record<string, unknown>;
+    renderRawHtml(
+      container,
+      "<span id='first'>one</span><script>window.__htmlEmbedCount = 1;</script>",
+    );
+    expect(win.__htmlEmbedCount).toBe(1);
+    expect(container.querySelector("#first")).not.toBeNull();
+
+    renderRawHtml(
+      container,
+      "<span id='second'>two</span><script>window.__htmlEmbedCount = 2;</script>",
+    );
+    // Prior content is gone; only the new render remains.
+    expect(container.querySelector("#first")).toBeNull();
+    expect(container.querySelector("#second")).not.toBeNull();
+    expect(win.__htmlEmbedCount).toBe(2);
+  });
+});
+
+describe("shouldExecute (execution policy)", () => {
+  it("read-only executes regardless of the workspace toggle", () => {
+    // isEditable=false → the server already gated the content.
+    expect(shouldExecute(false, false)).toBe(true);
+    expect(shouldExecute(false, true)).toBe(true);
+  });
+
+  it("editable + toggle OFF does NOT execute", () => {
+    expect(shouldExecute(true, false)).toBe(false);
+  });
+
+  it("editable + toggle ON executes", () => {
+    expect(shouldExecute(true, true)).toBe(true);
+  });
+});
+
+describe("canEdit (edit policy)", () => {
+  it("a member (non-admin) can never edit", () => {
+    expect(canEdit(true, false, true)).toBe(false);
+    expect(canEdit(false, false, true)).toBe(false);
+  });
+
+  it("an admin with the toggle OFF cannot edit", () => {
+    expect(canEdit(true, true, false)).toBe(false);
+  });
+
+  it("an admin with the toggle ON in editable mode can edit", () => {
+    expect(canEdit(true, true, true)).toBe(true);
+  });
+
+  it("an admin in read-only mode cannot edit (no edit affordance)", () => {
+    expect(canEdit(false, true, true)).toBe(false);
+  });
+});

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

@@ -0,0 +1,73 @@
+/**
+ * Pure DOM helpers for the HTML embed node view. Kept out of the React
+ * component so the script re-creation/execution mechanism and the execution/
+ * edit policy can be unit-tested against a bare jsdom container with no
+ * Tiptap/Mantine providers.
+ */
+
+/**
+ * Inject raw HTML (including <script> tags) into `container`, executing any
+ * scripts.
+ *
+ * Setting `innerHTML` does NOT run inline or external <script> tags the browser
+ * parses that way: the HTML spec marks scripts inserted via innerHTML as
+ * "already started" so they never execute. To get the tracker/analytics
+ * use-case working we walk the freshly-parsed scripts and replace each with a
+ * brand-new <script> element copying its attributes and inline code. A
+ * programmatically created+inserted <script> DOES execute, so this restores
+ * normal script behaviour in the wiki origin (Variant C).
+ */
+export function renderRawHtml(container: HTMLElement, source: string): void {
+  // Clear any previous render (re-render on source change).
+  container.innerHTML = "";
+  if (!source) return;
+
+  container.innerHTML = source;
+
+  // Use the container's own document so the helper works against any document
+  // (the live page or a standalone jsdom instance in tests), not just the
+  // ambient global `document`.
+  const doc = container.ownerDocument;
+  const scripts = Array.from(container.querySelectorAll("script"));
+  for (const oldScript of scripts) {
+    const newScript = doc.createElement("script");
+    // Copy every attribute (src, type, async, defer, data-*, etc.).
+    for (const attr of Array.from(oldScript.attributes)) {
+      newScript.setAttribute(attr.name, attr.value);
+    }
+    // Copy inline code.
+    newScript.text = oldScript.textContent ?? "";
+    // Replacing the node in place triggers execution.
+    oldScript.parentNode?.replaceChild(newScript, oldScript);
+  }
+}
+
+/**
+ * Execution policy split by editor mode:
+ *  - READ-ONLY / public-share view: the SERVER already decided whether to
+ *    include the embed (it strips htmlEmbed from shared content when the
+ *    workspace toggle is OFF). An anonymous viewer has no workspace and thus
+ *    reads `featureEnabled` as false, so we must NOT gate execution on it here
+ *    — we execute exactly the `source` the server chose to serve.
+ *  - EDITABLE editor (admin authoring): keep gating on the per-workspace toggle
+ *    so an admin sees the inert placeholder when the feature is OFF.
+ */
+export function shouldExecute(
+  isEditable: boolean,
+  featureEnabled: boolean,
+): boolean {
+  return !isEditable || featureEnabled;
+}
+
+/**
+ * The edit affordance is only meaningful in edit mode, is restricted to admins
+ * (the server strips the node for non-admins anyway), and is offered only when
+ * the workspace feature toggle is ON.
+ */
+export function canEdit(
+  isEditable: boolean,
+  isAdmin: boolean,
+  featureEnabled: boolean,
+): boolean {
+  return isEditable && isAdmin && featureEnabled;
+}

apps/client/src/features/editor/components/page-embed/decide-embed-state.test.ts

@@ -0,0 +1,141 @@
+import { describe, it, expect } from "vitest";
+import { decideEmbedState } from "./decide-embed-state";
+import { PAGE_EMBED_MAX_DEPTH } from "./page-embed-ancestry-context";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+const okResult: PageTemplateLookup = {
+  sourcePageId: "p1",
+  slugId: "slug-p1",
+  title: "Template",
+  icon: null,
+  content: { type: "doc" },
+  sourceUpdatedAt: "2026-01-01T00:00:00.000Z",
+};
+
+describe("decideEmbedState", () => {
+  it("returns no_source when sourcePageId is null", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: null,
+        chain: [],
+        hostPageId: null,
+        available: true,
+        result: null,
+      }),
+    ).toBe("no_source");
+  });
+
+  it("returns cycle when sourcePageId is already in the ancestor chain", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: ["root", "p1"],
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("cycle");
+  });
+
+  it("returns cycle when sourcePageId equals the host page id (top-level self-embed)", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "host",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("cycle");
+  });
+
+  it("returns too_deep when chain length reaches PAGE_EMBED_MAX_DEPTH", () => {
+    const chain = Array.from({ length: PAGE_EMBED_MAX_DEPTH }, (_, i) => `a${i}`);
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain,
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("too_deep");
+  });
+
+  it("cycle wins over too_deep when both apply (cycle checked first)", () => {
+    const chain = Array.from(
+      { length: PAGE_EMBED_MAX_DEPTH },
+      (_, i) => `a${i}`,
+    );
+    chain[0] = "p1"; // also a cycle
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain,
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("cycle");
+  });
+
+  it("returns unavailable when no lookup context is mounted", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: false,
+        result: null,
+      }),
+    ).toBe("unavailable");
+  });
+
+  it("returns loading when available but the result is not back yet", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: null,
+      }),
+    ).toBe("loading");
+  });
+
+  it("returns no_access when the result status is no_access", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: { sourcePageId: "p1", status: "no_access" },
+      }),
+    ).toBe("no_access");
+  });
+
+  it("returns not_found when the result status is not_found", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: { sourcePageId: "p1", status: "not_found" },
+      }),
+    ).toBe("not_found");
+  });
+
+  it("returns ok for a resolved template (happy path)", () => {
+    expect(
+      decideEmbedState({
+        sourcePageId: "p1",
+        chain: [],
+        hostPageId: "host",
+        available: true,
+        result: okResult,
+      }),
+    ).toBe("ok");
+  });
+});

apps/client/src/features/editor/components/page-embed/decide-embed-state.ts

@@ -0,0 +1,58 @@
+import { PAGE_EMBED_MAX_DEPTH } from "./page-embed-ancestry-context";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+/**
+ * The render outcome of a single pageEmbed node, decided BEFORE rendering a
+ * nested editor. Kept pure (no React) so the cycle / depth / access / not-found
+ * branch logic is unit-testable in isolation; the node view maps each outcome
+ * to a placeholder or the embedded content.
+ */
+export type EmbedState =
+  | "no_source" // no sourcePageId picked yet
+  | "cycle" // self-embed or an ancestor already shows this page
+  | "too_deep" // nesting depth limit reached
+  | "unavailable" // no lookup context (e.g. public share)
+  | "loading" // context present, result not back yet
+  | "ok" // resolved template content to render
+  | "no_access" // server says the viewer can't see the page
+  | "not_found"; // server says the page no longer exists
+
+export interface DecideEmbedStateInput {
+  sourcePageId: string | null;
+  /** sourcePageIds of every ancestor pageEmbed up the render tree. */
+  chain: string[];
+  /** Host page id; a top-level self-embed must be caught against it. */
+  hostPageId: string | null;
+  /** Whether a lookup context is mounted (false on public shares in MVP). */
+  available: boolean;
+  /** The lookup result, or null while still loading. */
+  result: PageTemplateLookup | null;
+}
+
+/**
+ * Decide what a pageEmbed should render. The order matters: cycle and depth
+ * guards run first (before any lookup is even consulted), then availability,
+ * then the resolved result. Mirrors the branch ladder in PageEmbedBody.
+ */
+export function decideEmbedState({
+  sourcePageId,
+  chain,
+  hostPageId,
+  available,
+  result,
+}: DecideEmbedStateInput): EmbedState {
+  if (!sourcePageId) return "no_source";
+
+  // Self-embed or a source already present in the ancestor chain → cycle.
+  const isCycle = chain.includes(sourcePageId) || hostPageId === sourcePageId;
+  if (isCycle) return "cycle";
+
+  if (chain.length >= PAGE_EMBED_MAX_DEPTH) return "too_deep";
+
+  if (!available) return "unavailable";
+  if (!result) return "loading";
+
+  if (!("status" in result)) return "ok";
+  if (result.status === "no_access") return "no_access";
+  return "not_found";
+}

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

@@ -0,0 +1,71 @@
+import { describe, it, expect } from "vitest";
+import { render } from "@testing-library/react";
+import {
+  PageEmbedAncestryProvider,
+  usePageEmbedAncestry,
+} from "./page-embed-ancestry-context";
+
+// Probe child: renders the current ancestry context value as JSON so the test
+// can assert on the accumulated chain and host without any Tiptap editor.
+function Probe({ testId }: { testId: string }) {
+  const ancestry = usePageEmbedAncestry();
+  return <div data-testid={testId}>{JSON.stringify(ancestry)}</div>;
+}
+
+function read(el: HTMLElement) {
+  return JSON.parse(el.textContent || "{}") as {
+    chain: string[];
+    hostPageId: string | null;
+  };
+}
+
+describe("PageEmbedAncestryProvider", () => {
+  it("accumulates the chain in order across nested providers", () => {
+    const { getByTestId } = render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host">
+        <PageEmbedAncestryProvider sourcePageId="b">
+          <PageEmbedAncestryProvider sourcePageId="c">
+            <Probe testId="leaf" />
+          </PageEmbedAncestryProvider>
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual(["a", "b", "c"]);
+    expect(value.hostPageId).toBe("host");
+  });
+
+  it("leaves the chain unchanged when sourcePageId is absent, still propagating the host", () => {
+    const { getByTestId } = render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="host">
+        <PageEmbedAncestryProvider>
+          <Probe testId="leaf" />
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual(["a"]);
+    expect(value.hostPageId).toBe("host");
+  });
+
+  it("keeps the first (top-level) host even if an inner provider passes a different one", () => {
+    const { getByTestId } = render(
+      <PageEmbedAncestryProvider sourcePageId="a" hostPageId="top-host">
+        <PageEmbedAncestryProvider sourcePageId="b" hostPageId="inner-host">
+          <Probe testId="leaf" />
+        </PageEmbedAncestryProvider>
+      </PageEmbedAncestryProvider>,
+    );
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual(["a", "b"]);
+    // Inner host is ignored: the top-level host is set once and propagated.
+    expect(value.hostPageId).toBe("top-host");
+  });
+
+  it("defaults to an empty chain and null host with no provider", () => {
+    const { getByTestId } = render(<Probe testId="leaf" />);
+    const value = read(getByTestId("leaf"));
+    expect(value.chain).toEqual([]);
+    expect(value.hostPageId).toBeNull();
+  });
+});

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

@@ -0,0 +1,162 @@
+import {
+  describe,
+  it,
+  expect,
+  vi,
+  beforeEach,
+  afterEach,
+} from "vitest";
+import { act, render } from "@testing-library/react";
+import type { PageTemplateLookup } from "@/features/page-embed/types/page-embed.types";
+
+// Mock the API module the provider calls. Hoisted by vitest before the import.
+const lookupTemplate = vi.fn();
+vi.mock("@/features/page-embed/services/page-embed-api", () => ({
+  lookupTemplate: (...args: unknown[]) => lookupTemplate(...args),
+}));
+
+// Imported AFTER the mock is declared so the provider picks up the mock.
+import {
+  PageEmbedLookupProvider,
+  usePageEmbedLookup,
+} from "./page-embed-lookup-context";
+
+function ok(id: string): PageTemplateLookup {
+  return {
+    sourcePageId: id,
+    slugId: `slug-${id}`,
+    title: `T-${id}`,
+    icon: null,
+    content: { type: "doc" },
+    sourceUpdatedAt: "2026-01-01T00:00:00.000Z",
+  };
+}
+
+// Probe that subscribes to a sourceId and exposes its latest result + refresh.
+function Probe({
+  id,
+  sink,
+}: {
+  id: string;
+  sink: (api: ReturnType<typeof usePageEmbedLookup>) => void;
+}) {
+  const api = usePageEmbedLookup(id);
+  sink(api);
+  return <div>{api.result ? "loaded" : "pending"}</div>;
+}
+
+describe("PageEmbedLookupProvider (batching / dedup / refresh)", () => {
+  beforeEach(() => {
+    vi.useFakeTimers();
+    lookupTemplate.mockReset();
+  });
+
+  afterEach(() => {
+    vi.runOnlyPendingTimers();
+    vi.useRealTimers();
+  });
+
+  it("dedups two subscribers for the same id into a single lookup call; both get the result", async () => {
+    let a: ReturnType<typeof usePageEmbedLookup> | null = null;
+    let b: ReturnType<typeof usePageEmbedLookup> | null = null;
+    lookupTemplate.mockResolvedValue({ items: [ok("p1")] });
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={(x) => (a = x)} />
+        <Probe id="p1" sink={(x) => (b = x)} />
+      </PageEmbedLookupProvider>,
+    );
+
+    // Subscriptions run in effects + the 10ms debounce batches them together.
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+
+    expect(lookupTemplate).toHaveBeenCalledTimes(1);
+    expect(lookupTemplate).toHaveBeenCalledWith({ sourcePageIds: ["p1"] });
+    expect(a!.result).toEqual(ok("p1"));
+    expect(b!.result).toEqual(ok("p1"));
+  });
+
+  it("batches two distinct ids subscribed within the window into one call", async () => {
+    lookupTemplate.mockResolvedValue({ items: [ok("p1"), ok("p2")] });
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={() => {}} />
+        <Probe id="p2" sink={() => {}} />
+      </PageEmbedLookupProvider>,
+    );
+
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+
+    expect(lookupTemplate).toHaveBeenCalledTimes(1);
+    expect(lookupTemplate.mock.calls[0][0]).toEqual({
+      sourcePageIds: ["p1", "p2"],
+    });
+  });
+
+  it("refresh() clears the cache and re-fetches", async () => {
+    let a: ReturnType<typeof usePageEmbedLookup> | null = null;
+    lookupTemplate.mockResolvedValue({ items: [ok("p1")] });
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={(x) => (a = x)} />
+      </PageEmbedLookupProvider>,
+    );
+
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+    expect(lookupTemplate).toHaveBeenCalledTimes(1);
+
+    // refresh resolves once the next batch flush completes.
+    await act(async () => {
+      const p = a!.refresh();
+      await vi.advanceTimersByTimeAsync(20);
+      await p;
+    });
+
+    expect(lookupTemplate).toHaveBeenCalledTimes(2);
+  });
+
+  it("a rejected lookup resolves refresh() waiters, clears inFlight, and logs the error (not swallowed)", async () => {
+    const errSpy = vi.spyOn(console, "error").mockImplementation(() => {});
+    let a: ReturnType<typeof usePageEmbedLookup> | null = null;
+    lookupTemplate.mockRejectedValueOnce(new Error("boom"));
+
+    render(
+      <PageEmbedLookupProvider>
+        <Probe id="p1" sink={(x) => (a = x)} />
+      </PageEmbedLookupProvider>,
+    );
+
+    // Initial subscription enqueues a lookup that rejects.
+    await act(async () => {
+      await vi.advanceTimersByTimeAsync(20);
+    });
+
+    expect(errSpy).toHaveBeenCalled();
+    // The error message is surfaced, not swallowed.
+    expect(errSpy.mock.calls[0][0]).toContain("[pageEmbed] template lookup failed");
+
+    // inFlight was cleared on failure, so a refresh re-enqueues and resolves.
+    lookupTemplate.mockResolvedValueOnce({ items: [ok("p1")] });
+    let resolved = false;
+    await act(async () => {
+      const p = a!.refresh().then(() => {
+        resolved = true;
+      });
+      await vi.advanceTimersByTimeAsync(20);
+      await p;
+    });
+    expect(resolved).toBe(true);
+    expect(a!.result).toEqual(ok("p1"));
+
+    errSpy.mockRestore();
+  });
+});

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

@@ -6,6 +6,7 @@ import { IconFileText, IconSearch } from "@tabler/icons-react";
 import type { Editor, Range } from "@tiptap/core";
 import { searchSuggestions } from "@/features/search/services/search-service";
 import type { IPage } from "@/features/page/types/page.types";
+import { buildPickerQuery, excludeHost } from "./page-embed-picker.utils";
 
 export const PAGE_EMBED_PICKER_EVENT = "open-page-embed-picker";
 
@@ -43,21 +44,13 @@ export default function PageEmbedPicker() {
 
   const { data, isFetching } = useQuery({
     queryKey: ["page-embed-template-picker", query],
-    queryFn: () =>
-      searchSuggestions({
-        query,
-        includePages: true,
-        onlyTemplates: true,
-        limit: 20,
-      }),
+    queryFn: () => searchSuggestions(buildPickerQuery(query)),
     enabled: opened,
     staleTime: 30 * 1000,
   });
 
   const hostPageId = detailRef.current?.hostPageId;
-  const pages = ((data?.pages ?? []) as IPage[]).filter(
-    (p) => p && p.id !== hostPageId,
-  );
+  const pages = excludeHost((data?.pages ?? []) as IPage[], hostPageId);
 
   const handleSelect = (page: IPage) => {
     const detail = detailRef.current;

apps/client/src/features/editor/components/page-embed/page-embed-picker.utils.test.ts

@@ -0,0 +1,43 @@
+import { describe, it, expect } from "vitest";
+import { excludeHost, buildPickerQuery } from "./page-embed-picker.utils";
+import type { IPage } from "@/features/page/types/page.types";
+
+function page(id: string): IPage {
+  return { id, title: id, slugId: `slug-${id}` } as IPage;
+}
+
+describe("excludeHost", () => {
+  it("drops the host page from the results (self-embed guard)", () => {
+    const result = excludeHost([page("a"), page("host"), page("b")], "host");
+    expect(result.map((p) => p.id)).toEqual(["a", "b"]);
+  });
+
+  it("returns all pages when hostPageId is undefined", () => {
+    const result = excludeHost([page("a"), page("b")], undefined);
+    expect(result.map((p) => p.id)).toEqual(["a", "b"]);
+  });
+
+  it("drops null/blank entries", () => {
+    const result = excludeHost(
+      [page("a"), null as unknown as IPage, page("b")],
+      "host",
+    );
+    expect(result.map((p) => p.id)).toEqual(["a", "b"]);
+  });
+});
+
+describe("buildPickerQuery", () => {
+  it("passes onlyTemplates:true with the query and page inclusion", () => {
+    expect(buildPickerQuery("foo")).toEqual({
+      query: "foo",
+      includePages: true,
+      onlyTemplates: true,
+      limit: 20,
+    });
+  });
+
+  it("preserves an empty query", () => {
+    expect(buildPickerQuery("").query).toBe("");
+    expect(buildPickerQuery("").onlyTemplates).toBe(true);
+  });
+});

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

@@ -0,0 +1,27 @@
+import type { IPage } from "@/features/page/types/page.types";
+import type { SearchSuggestionParams } from "@/features/search/types/search.types";
+
+/**
+ * Self-embed guard at insertion time: drop the host page (and any null/blank
+ * entries) from the picker results so the current page can't embed itself.
+ */
+export function excludeHost(
+  pages: IPage[],
+  hostPageId: string | undefined,
+): IPage[] {
+  return pages.filter((p) => p && p.id !== hostPageId);
+}
+
+/**
+ * Build the search-suggestions query for the template picker. Always restricts
+ * to template-flagged pages (`onlyTemplates`) and includes pages, mirroring the
+ * inline query args in PageEmbedPicker.
+ */
+export function buildPickerQuery(query: string): SearchSuggestionParams {
+  return {
+    query,
+    includePages: true,
+    onlyTemplates: true,
+    limit: 20,
+  };
+}

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

@@ -21,8 +21,8 @@ import { usePageEmbedLookup } from "./page-embed-lookup-context";
 import {
   PageEmbedAncestryProvider,
   usePageEmbedAncestry,
-  PAGE_EMBED_MAX_DEPTH,
 } from "./page-embed-ancestry-context";
+import { decideEmbedState } from "./decide-embed-state";
 import PageEmbedContent from "./page-embed-content";
 
 function Placeholder({
@@ -99,13 +99,15 @@ function PageEmbedBody({
     }
   };
 
-  // --- Cycle / depth guard (evaluated before any lookup is rendered) ---------
-  // Self-embed or a source already present in the ancestor chain → cycle.
-  const isCycle =
-    !!sourcePageId &&
-    (ancestry.chain.includes(sourcePageId) ||
-      ancestry.hostPageId === sourcePageId);
-  const isTooDeep = ancestry.chain.length >= PAGE_EMBED_MAX_DEPTH;
+  // --- Cycle / depth / availability decision (pure, unit-tested) ------------
+  // Evaluated before any nested editor is rendered.
+  const embedState = decideEmbedState({
+    sourcePageId,
+    chain: ancestry.chain,
+    hostPageId: ancestry.hostPageId,
+    available,
+    result,
+  });
 
   const sourceTitle =
     result && !("status" in result) ? result.title : null;
@@ -187,28 +189,28 @@ function PageEmbedBody({
     ) : null;
 
   let body: React.ReactNode;
-  if (!sourcePageId) {
+  if (embedState === "no_source") {
     body = (
       <Placeholder
         icon={<IconInfoCircle size={18} stroke={1.6} />}
         label={t("No page selected")}
       />
     );
-  } else if (isCycle) {
+  } else if (embedState === "cycle") {
     body = (
       <Placeholder
         icon={<IconRepeat size={18} stroke={1.6} />}
         label={t("Circular embed: this page is already shown above")}
       />
     );
-  } else if (isTooDeep) {
+  } else if (embedState === "too_deep") {
     body = (
       <Placeholder
         icon={<IconRepeat size={18} stroke={1.6} />}
         label={t("Embed nesting limit reached")}
       />
     );
-  } else if (!available) {
+  } else if (embedState === "unavailable") {
     // No lookup context (e.g. public share) → placeholder, no fetch in MVP.
     body = (
       <Placeholder
@@ -216,9 +218,9 @@ function PageEmbedBody({
         label={t("Embedded page is not available here")}
       />
     );
-  } else if (!result) {
+  } else if (embedState === "loading") {
     body = <div style={{ minHeight: 24 }} />;
-  } else if (!("status" in result)) {
+  } else if (embedState === "ok" && result && !("status" in result)) {
     body = (
       <PageEmbedAncestryProvider
         sourcePageId={sourcePageId}
@@ -227,7 +229,7 @@ function PageEmbedBody({
         <PageEmbedContent content={result.content} />
       </PageEmbedAncestryProvider>
     );
-  } else if (result.status === "no_access") {
+  } else if (embedState === "no_access") {
     body = (
       <Placeholder
         icon={<IconEyeOff size={18} stroke={1.6} />}

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

@@ -28,6 +28,7 @@ import {
   IconTag,
   IconMoodSmile,
   IconRotate2,
+  IconSuperscript,
   IconArrowsMaximize,
 } from "@tabler/icons-react";
 import { PAGE_EMBED_PICKER_EVENT } from "@/features/editor/components/page-embed/page-embed-picker";
@@ -368,6 +369,14 @@ const CommandGroups: SlashMenuGroupedItemsType = {
       command: ({ editor, range }: CommandProps) =>
         editor.chain().focus().deleteRange(range).setDetails().run(),
     },
+    {
+      title: "Footnote",
+      description: "Insert a footnote reference.",
+      searchTerms: ["footnote", "note", "reference", "сноска", "примечание"],
+      icon: IconSuperscript,
+      command: ({ editor, range }: CommandProps) =>
+        editor.chain().focus().deleteRange(range).setFootnote().run(),
+    },
     {
       title: "Callout",
       description: "Insert callout notice.",

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

@@ -63,6 +63,9 @@ import {
   TransclusionReference,
   PageEmbed,
   TableView,
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
 } from "@docmost/editor-ext";
 import {
   randomElement,
@@ -94,6 +97,9 @@ import PdfView from "@/features/editor/components/pdf/pdf-view.tsx";
 import SubpagesView from "@/features/editor/components/subpages/subpages-view.tsx";
 import TransclusionView from "@/features/editor/components/transclusion/transclusion-view.tsx";
 import TransclusionReferenceView from "@/features/editor/components/transclusion/transclusion-reference-view.tsx";
+import FootnoteReferenceView from "@/features/editor/components/footnote/footnote-reference-view.tsx";
+import FootnotesListView from "@/features/editor/components/footnote/footnotes-list-view.tsx";
+import FootnoteDefinitionView from "@/features/editor/components/footnote/footnote-definition-view.tsx";
 import PageEmbedView from "@/features/editor/components/page-embed/page-embed-view.tsx";
 import { common, createLowlight } from "lowlight";
 import plaintext from "highlight.js/lib/languages/plaintext";
@@ -392,6 +398,19 @@ export const mainExtensions = [
   TransclusionReference.configure({
     view: TransclusionReferenceView,
   }),
+  FootnoteReference.configure({
+    view: FootnoteReferenceView,
+    // Skip orphan-cleanup on remote/collaboration steps so collaborating
+    // clients never fight over footnote integrity (deterministic numbering
+    // decorations handle the rest).
+    isRemoteTransaction: (tr: any) => isChangeOrigin(tr),
+  }),
+  FootnotesList.configure({
+    view: FootnotesListView,
+  }),
+  FootnoteDefinition.configure({
+    view: FootnoteDefinitionView,
+  }),
   PageEmbed.configure({
     view: PageEmbedView,
   }),

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

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

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

@@ -0,0 +1,228 @@
+import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
+import { createRef } from "react";
+import { render, waitFor, cleanup } from "@testing-library/react";
+
+// --- Mocks for the heavy / networked module graph ---------------------------
+// SpaceTree pulls in query hooks, page services, i18n, notifications and two
+// child render components. The expandAll contract is exercised purely through
+// the imperative ref, so we mock everything that would otherwise need a real
+// server / router and stub the visual children to empty renders.
+
+const getSpaceTreeMock = vi.fn();
+const notificationsShowMock = vi.fn();
+
+vi.mock("@/features/page/services/page-service.ts", () => ({
+  getSpaceTree: (...args: unknown[]) => getSpaceTreeMock(...args),
+  getPageBreadcrumbs: vi.fn(),
+}));
+
+vi.mock("@/features/page/queries/page-query.ts", () => ({
+  // No root pages and no further pages — the data-load effect is inert so the
+  // test fully controls the tree through expandAll.
+  useGetRootSidebarPagesQuery: () => ({
+    data: undefined,
+    hasNextPage: false,
+    fetchNextPage: vi.fn(),
+    isFetching: false,
+  }),
+  usePageQuery: () => ({ data: undefined }),
+  fetchAllAncestorChildren: vi.fn(),
+}));
+
+vi.mock("@/features/page/tree/hooks/use-tree-mutation.ts", () => ({
+  useTreeMutation: () => ({ handleMove: vi.fn() }),
+}));
+
+vi.mock("@mantine/notifications", () => ({
+  notifications: { show: (...args: unknown[]) => notificationsShowMock(...args) },
+}));
+
+vi.mock("react-i18next", () => ({
+  useTranslation: () => ({ t: (key: string) => key }),
+}));
+
+vi.mock("react-router-dom", () => ({
+  useParams: () => ({ pageSlug: undefined }),
+}));
+
+vi.mock("@/lib", () => ({
+  extractPageSlugId: () => undefined,
+}));
+
+vi.mock("@/lib/config.ts", () => ({
+  isCompactPageTreeEnabled: () => false,
+}));
+
+// Stub the visual children so we don't drag in the full DnD / Mantine stack.
+vi.mock("./doc-tree", () => ({
+  DocTree: () => null,
+  ROW_HEIGHT_COMPACT: 28,
+  ROW_HEIGHT_STANDARD: 32,
+}));
+vi.mock("./space-tree-row", () => ({
+  SpaceTreeRow: () => null,
+}));
+
+vi.mock("@mantine/core", () => ({
+  Text: ({ children }: { children?: unknown }) => children ?? null,
+}));
+
+// The real openTreeNodesAtom is localStorage-backed (atomWithStorage +
+// getOnInit), which crashes under jsdom's localStorage shim here. Swap in a
+// plain in-memory atom with the same read value (OpenMap) and the same setter
+// shape (value OR functional updater) so the component's open-state logic runs
+// unchanged while staying inside the test store.
+vi.mock("@/features/page/tree/atoms/open-tree-nodes-atom.ts", async () => {
+  const { atom } = await import("jotai");
+  type OpenMap = Record<string, boolean>;
+  const base = atom<OpenMap>({});
+  const openTreeNodesAtom = atom(
+    (get) => get(base),
+    (get, set, update: OpenMap | ((prev: OpenMap) => OpenMap)) => {
+      const next =
+        typeof update === "function"
+          ? (update as (prev: OpenMap) => OpenMap)(get(base))
+          : update;
+      set(base, next);
+    },
+  );
+  return { openTreeNodesAtom };
+});
+
+import SpaceTree, { SpaceTreeApi } from "./space-tree";
+import { treeDataAtom } from "@/features/page/tree/atoms/tree-data-atom.ts";
+import { openTreeNodesAtom } from "@/features/page/tree/atoms/open-tree-nodes-atom.ts";
+import { createStore, Provider } from "jotai";
+import type { SpaceTreeNode } from "@/features/page/tree/types.ts";
+
+// A flat space-tree response (parentPageId pointers) that buildTree +
+// buildTreeWithChildren nest into a multi-level tree. Depth > 1 lets us assert
+// expandAll never fans out into per-branch fetches (no N+1).
+function spaceTreeItems(): SpaceTreeNode[] {
+  const n = (
+    id: string,
+    parentPageId: string | null,
+    position: string,
+  ): SpaceTreeNode => ({
+    id,
+    slugId: `slug-${id}`,
+    name: id,
+    icon: undefined,
+    position,
+    spaceId: "space-1",
+    parentPageId: parentPageId as unknown as string,
+    hasChildren: false,
+    children: [],
+  });
+  return [
+    n("root", null, "a0"),
+    n("branch", "root", "a1"),
+    n("leaf", "branch", "a1"),
+  ];
+}
+
+function renderTree(store: ReturnType<typeof createStore>) {
+  const ref = createRef<SpaceTreeApi>();
+  render(
+    <Provider store={store}>
+      <SpaceTree ref={ref} spaceId="space-1" readOnly={false} />
+    </Provider>,
+  );
+  return ref;
+}
+
+beforeEach(() => {
+  getSpaceTreeMock.mockReset();
+  notificationsShowMock.mockReset();
+  // jsdom's localStorage shim here lacks `clear`; guard it. Each test uses a
+  // fresh jotai store anyway, so cross-test open-state never leaks.
+  try {
+    localStorage.clear?.();
+  } catch {
+    /* ignore — fresh store per test isolates state */
+  }
+});
+
+afterEach(() => {
+  cleanup();
+});
+
+describe("SpaceTree.expandAll (integration via ref)", () => {
+  it("makes exactly ONE getSpaceTree call regardless of depth (no N+1)", async () => {
+    getSpaceTreeMock.mockResolvedValue(spaceTreeItems());
+    const store = createStore();
+    const ref = renderTree(store);
+
+    await ref.current!.expandAll();
+
+    expect(getSpaceTreeMock).toHaveBeenCalledTimes(1);
+    expect(getSpaceTreeMock).toHaveBeenCalledWith({ spaceId: "space-1" });
+
+    // Every branch node (root, branch) is opened; the leaf needs no entry.
+    const openMap = store.get(openTreeNodesAtom);
+    expect(openMap["root"]).toBe(true);
+    expect(openMap["branch"]).toBe(true);
+    expect(openMap["leaf"]).toBeUndefined();
+
+    // The full tree replaced the current-space nodes.
+    const data = store.get(treeDataAtom);
+    expect(data.map((d) => d.id)).toEqual(["root"]);
+  });
+
+  it("shows a notification and still resets isExpanding when getSpaceTree rejects", async () => {
+    getSpaceTreeMock.mockRejectedValue(new Error("boom"));
+    const store = createStore();
+    const ref = renderTree(store);
+
+    await ref.current!.expandAll();
+
+    expect(notificationsShowMock).toHaveBeenCalledTimes(1);
+    expect(notificationsShowMock).toHaveBeenCalledWith(
+      expect.objectContaining({ color: "red" }),
+    );
+
+    // isExpanding must be reset in the finally block even on failure.
+    await waitFor(() => {
+      expect(ref.current!.isExpanding).toBe(false);
+    });
+  });
+
+  it("aborts the merge when the space switches mid-flight", async () => {
+    // getSpaceTree resolves only after we flip the tree to a different space,
+    // simulating the user navigating away while the request is in flight.
+    let resolveTree: (v: SpaceTreeNode[]) => void = () => {};
+    getSpaceTreeMock.mockImplementation(
+      () =>
+        new Promise<SpaceTreeNode[]>((resolve) => {
+          resolveTree = resolve;
+        }),
+    );
+
+    const store = createStore();
+    const ref = createRef<SpaceTreeApi>();
+    const { rerender } = render(
+      <Provider store={store}>
+        <SpaceTree ref={ref} spaceId="space-1" readOnly={false} />
+      </Provider>,
+    );
+
+    const promise = ref.current!.expandAll();
+
+    // Switch the space mid-flight: spaceIdRef.current becomes "space-2".
+    rerender(
+      <Provider store={store}>
+        <SpaceTree ref={ref} spaceId="space-2" readOnly={false} />
+      </Provider>,
+    );
+
+    // Now resolve the in-flight request for the OLD space.
+    resolveTree(spaceTreeItems());
+    await promise;
+
+    // The merge must have been aborted: no tree data written, no branches opened.
+    expect(store.get(treeDataAtom)).toEqual([]);
+    const openMap = store.get(openTreeNodesAtom);
+    expect(openMap["root"]).toBeUndefined();
+    expect(openMap["branch"]).toBeUndefined();
+  });
+});

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

@@ -27,6 +27,8 @@ import {
   mergeRootTrees,
   collectAllIds,
   collectBranchIds,
+  openBranches,
+  closeIds,
 } from "@/features/page/tree/utils/utils.ts";
 import { SpaceTreeNode } from "@/features/page/tree/types.ts";
 import { treeModel } from "@/features/page/tree/model/tree-model";
@@ -236,11 +238,7 @@ const SpaceTree = forwardRef<SpaceTreeApi, SpaceTreeProps>(function SpaceTree(
       // Open every branch node (node with children) of the current space only.
       const branchIds = collectBranchIds(fullTree);
 
-      setOpenTreeNodes((prev) => {
-        const next = { ...prev };
-        for (const id of branchIds) next[id] = true;
-        return next;
-      });
+      setOpenTreeNodes((prev) => openBranches(prev, branchIds));
     } catch (err: any) {
       // Never swallow: log full error + surface the real reason.
       console.error("[tree] expandAll failed", err);
@@ -261,11 +259,7 @@ const SpaceTree = forwardRef<SpaceTreeApi, SpaceTreeProps>(function SpaceTree(
     // other spaces' expanded state is left intact.
     const ids = collectAllIds(filteredData);
 
-    setOpenTreeNodes((prev) => {
-      const next = { ...prev };
-      for (const id of ids) next[id] = false;
-      return next;
-    });
+    setOpenTreeNodes((prev) => closeIds(prev, ids));
   }, [filteredData, setOpenTreeNodes]);
 
   useImperativeHandle(

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

@@ -196,6 +196,17 @@ describe('treeModel.insertByPosition', () => {
     const t = treeModel.insertByPosition(roots, null, node);
     expect(t.map((n) => n.id)).toEqual(['a', 'b', 'c', 'x']);
   });
+
+  it('tie-break: a node whose position EQUALS a sibling lands deterministically (strict >)', () => {
+    // The insertion index is the first sibling whose position sorts STRICTLY
+    // after the new node's. An equal sibling is not strictly after, so it is
+    // skipped — the new node lands immediately AFTER every equal-position
+    // sibling and before the first strictly-greater one. This is deterministic:
+    // a tie always resolves the same way on every client.
+    const node: P = { id: 'x', name: 'X', position: 'a2' }; // equals b's position
+    const t = treeModel.insertByPosition(roots, null, node);
+    expect(t.map((n) => n.id)).toEqual(['a', 'b', 'x', 'c']);
+  });
 });
 
 // addTreeNode idempotency: the receiver early-returns when the node id already
@@ -692,4 +703,45 @@ describe('treeModel.move', () => {
     });
     expect(out.tree).toBe(fixture);
   });
+
+  it('cross-parent move does NOT apply the same-parent adjust (no off-by-one)', () => {
+    // Source `x3` sits at index 2 in parent `x`; target `y1` sits at index 0 in
+    // parent `y`. sourceInfo.index (2) > info.index (0) AND the parents differ,
+    // so the `sameParent && source.index < info.index` adjust must be 0 — the
+    // node must land at index 0 in `y`, not at index -1 (which would silently
+    // drop it at a wrong slot / off-by-one).
+    const crossFixture: N[] = [
+      {
+        id: 'x',
+        name: 'X',
+        children: [
+          { id: 'x1', name: 'X1' },
+          { id: 'x2', name: 'X2' },
+          { id: 'x3', name: 'X3' },
+        ],
+      },
+      {
+        id: 'y',
+        name: 'Y',
+        children: [
+          { id: 'y1', name: 'Y1' },
+          { id: 'y2', name: 'Y2' },
+        ],
+      },
+    ];
+    const { tree: t, result } = treeModel.move(crossFixture, 'x3', {
+      kind: 'reorder-before',
+      targetId: 'y1',
+    });
+    expect(result).toEqual({ parentId: 'y', index: 0 });
+    expect(treeModel.find(t, 'y')?.children?.map((n) => n.id)).toEqual([
+      'x3',
+      'y1',
+      'y2',
+    ]);
+    expect(treeModel.find(t, 'x')?.children?.map((n) => n.id)).toEqual([
+      'x1',
+      'x2',
+    ]);
+  });
 });

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

@@ -1,6 +1,14 @@
 import { describe, it, expect } from "vitest";
-import { buildTree } from "./utils";
+import {
+  buildTree,
+  buildTreeWithChildren,
+  collectAllIds,
+  collectBranchIds,
+  openBranches,
+  closeIds,
+} from "./utils";
 import type { IPage } from "@/features/page/types/page.types.ts";
+import type { SpaceTreeNode } from "@/features/page/tree/types.ts";
 
 function page(id: string, position: string): IPage {
   return {
@@ -15,6 +23,44 @@ function page(id: string, position: string): IPage {
   } as IPage;
 }
 
+// Flat SpaceTreeNode factory for buildTreeWithChildren (it consumes a flat list
+// with parentPageId pointers and nests them).
+function flatNode(
+  id: string,
+  parentPageId: string | null,
+  position: string,
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: id.toUpperCase(),
+    icon: undefined,
+    position,
+    spaceId: "space-1",
+    parentPageId: parentPageId as unknown as string,
+    hasChildren: false,
+    children: [],
+  };
+}
+
+// Nested SpaceTreeNode factory for collectAllIds / collectBranchIds.
+function treeNode(
+  id: string,
+  children: SpaceTreeNode[] = [],
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: id.toUpperCase(),
+    icon: undefined,
+    position: "a0",
+    spaceId: "space-1",
+    parentPageId: null as unknown as string,
+    hasChildren: children.length > 0,
+    children,
+  };
+}
+
 describe("buildTree", () => {
   it("builds one node per unique page", () => {
     const tree = buildTree([page("a", "a1"), page("b", "a2")]);
@@ -38,3 +84,192 @@ describe("buildTree", () => {
     expect(new Set(ids).size).toBe(ids.length);
   });
 });
+
+describe("collectBranchIds", () => {
+  it("returns every node-with-children id in a multi-level tree", () => {
+    const tree = [
+      treeNode("root", [
+        treeNode("branch1", [treeNode("leaf1")]),
+        treeNode("leaf2"),
+      ]),
+      treeNode("root2", [treeNode("leaf3")]),
+    ];
+    expect(collectBranchIds(tree).sort()).toEqual([
+      "branch1",
+      "root",
+      "root2",
+    ]);
+  });
+
+  it("returns [] for a leaf-only tree", () => {
+    const tree = [treeNode("a"), treeNode("b"), treeNode("c")];
+    expect(collectBranchIds(tree)).toEqual([]);
+  });
+
+  it("does NOT include a node whose children is an empty array", () => {
+    // hasChildren-less / empty-children nodes are leaves for expansion purposes.
+    const tree = [treeNode("a", [])];
+    expect(collectBranchIds(tree)).toEqual([]);
+  });
+
+  it("returns every ancestor id in a deep single chain", () => {
+    const chain = treeNode("a", [
+      treeNode("b", [treeNode("c", [treeNode("d")])]),
+    ]);
+    // a, b, c are branches; d is the leaf.
+    expect(collectBranchIds([chain])).toEqual(["a", "b", "c"]);
+  });
+
+  it("returns [] for an empty tree", () => {
+    expect(collectBranchIds([])).toEqual([]);
+  });
+});
+
+describe("collectAllIds", () => {
+  it("returns every id (roots, branches, leaves)", () => {
+    const tree = [
+      treeNode("root", [
+        treeNode("branch1", [treeNode("leaf1")]),
+        treeNode("leaf2"),
+      ]),
+      treeNode("root2"),
+    ];
+    expect(collectAllIds(tree).sort()).toEqual([
+      "branch1",
+      "leaf1",
+      "leaf2",
+      "root",
+      "root2",
+    ]);
+  });
+
+  it("returns every id in a deep chain", () => {
+    const chain = treeNode("a", [
+      treeNode("b", [treeNode("c", [treeNode("d")])]),
+    ]);
+    expect(collectAllIds([chain])).toEqual(["a", "b", "c", "d"]);
+  });
+
+  it("returns [] for an empty tree", () => {
+    expect(collectAllIds([])).toEqual([]);
+  });
+
+  it("is a superset of collectBranchIds for the same tree (property)", () => {
+    const tree = [
+      treeNode("root", [
+        treeNode("branch1", [treeNode("leaf1"), treeNode("leaf2")]),
+        treeNode("branch2", [treeNode("leaf3")]),
+        treeNode("leaf4"),
+      ]),
+      treeNode("root2", [treeNode("leaf5")]),
+    ];
+    const all = new Set(collectAllIds(tree));
+    const branches = collectBranchIds(tree);
+    for (const id of branches) {
+      expect(all.has(id)).toBe(true);
+    }
+    // And the superset is strictly larger (it also has the leaves).
+    expect(all.size).toBeGreaterThan(branches.length);
+  });
+});
+
+describe("buildTreeWithChildren", () => {
+  it("nests a flat list and sorts siblings by position", () => {
+    // Provided out of position order to prove the sort.
+    const flat = [
+      flatNode("root", null, "a0"),
+      flatNode("c2", "root", "a4"),
+      flatNode("c1", "root", "a1"),
+    ];
+    const tree = buildTreeWithChildren(flat);
+    expect(tree.map((n) => n.id)).toEqual(["root"]);
+    expect(tree[0].children.map((n) => n.id)).toEqual(["c1", "c2"]);
+  });
+
+  it("recomputes hasChildren to true for nodes that gain children", () => {
+    // Parent ships with hasChildren=false; building must flip it true.
+    const flat = [
+      flatNode("root", null, "a0"),
+      flatNode("child", "root", "a1"),
+    ];
+    expect(flat[0].hasChildren).toBe(false);
+    const tree = buildTreeWithChildren(flat);
+    expect(tree[0].hasChildren).toBe(true);
+  });
+
+  it("treats a node whose parentPageId is ABSENT from the list as a root (no crash)", () => {
+    // Permission-trimmed response: `orphan`'s parent `missing` was filtered out
+    // server-side. The function must not throw and must surface the orphan as a
+    // root rather than dropping or crashing on it.
+    const flat = [
+      flatNode("root", null, "a0"),
+      flatNode("orphan", "missing", "a2"),
+    ];
+    let tree: SpaceTreeNode[] = [];
+    expect(() => {
+      tree = buildTreeWithChildren(flat);
+    }).not.toThrow();
+    expect(tree.map((n) => n.id).sort()).toEqual(["orphan", "root"]);
+  });
+});
+
+describe("openBranches", () => {
+  it("sets all given ids to true", () => {
+    const next = openBranches({}, ["a", "b", "c"]);
+    expect(next).toEqual({ a: true, b: true, c: true });
+  });
+
+  it("preserves pre-existing open ids and other-space ids", () => {
+    const prev = { existing: true, "other-space": true, closed: false };
+    const next = openBranches(prev, ["a"]);
+    expect(next).toEqual({
+      existing: true,
+      "other-space": true,
+      closed: false,
+      a: true,
+    });
+  });
+
+  it("does not mutate the input map", () => {
+    const prev = { a: false };
+    const next = openBranches(prev, ["a"]);
+    expect(prev).toEqual({ a: false });
+    expect(next).not.toBe(prev);
+  });
+
+  it("is idempotent", () => {
+    const once = openBranches({ z: true }, ["a", "b"]);
+    const twice = openBranches(once, ["a", "b"]);
+    expect(twice).toEqual(once);
+  });
+});
+
+describe("closeIds", () => {
+  it("flips current-space ids to false while leaving OTHER-space ids untouched", () => {
+    const prev = {
+      "current-1": true,
+      "current-2": true,
+      "other-space": true,
+    };
+    const next = closeIds(prev, ["current-1", "current-2"]);
+    expect(next).toEqual({
+      "current-1": false,
+      "current-2": false,
+      "other-space": true, // untouched
+    });
+  });
+
+  it("does not mutate the input map", () => {
+    const prev = { a: true };
+    const next = closeIds(prev, ["a"]);
+    expect(prev).toEqual({ a: true });
+    expect(next).not.toBe(prev);
+  });
+
+  it("is idempotent", () => {
+    const once = closeIds({ keep: true }, ["a", "b"]);
+    const twice = closeIds(once, ["a", "b"]);
+    expect(twice).toEqual(once);
+    expect(twice).toEqual({ keep: true, a: false, b: false });
+  });
+});

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

@@ -142,11 +142,17 @@ export function buildTreeWithChildren(items: SpaceTreeNode[]): SpaceTreeNode[] {
   // Build the tree array
   items.forEach((item) => {
     const node = nodeMap[item.id];
-    if (item.parentPageId !== null) {
+    // A permission-trimmed response can include a node whose `parentPageId` is
+    // not in the list (the parent was filtered out server-side). Treat such an
+    // orphan as a root instead of dereferencing an absent parent and throwing
+    // "Cannot read properties of undefined". Happy-path behaviour is unchanged:
+    // a node whose parent IS present still nests under it.
+    if (item.parentPageId !== null && nodeMap[item.parentPageId]) {
       // Find the parent node and add the current node to its children
       nodeMap[item.parentPageId].children.push(node);
     } else {
-      // If the item has no parent, it's a root node, so add it to the result array
+      // If the item has no parent (or its parent isn't loaded), it's a root
+      // node, so add it to the result array.
       result.push(node);
     }
   });
@@ -254,3 +260,30 @@ export function collectBranchIds(nodes: SpaceTreeNode[]): string[] {
   walk(nodes);
   return ids;
 }
+
+// The open-state map (`openTreeNodesAtom`) is shared across spaces. Pure
+// next-map helpers for expand/collapse so the merge logic can be unit-tested
+// without rendering SpaceTree. Both return a fresh map and never mutate the
+// input — ids not in `ids` (e.g. other spaces) are carried over untouched.
+
+// Set each id in `ids` to true (open). Pre-existing entries (including other
+// spaces' open state) are preserved.
+export function openBranches(
+  prevMap: Record<string, boolean>,
+  ids: string[],
+): Record<string, boolean> {
+  const next = { ...prevMap };
+  for (const id of ids) next[id] = true;
+  return next;
+}
+
+// Set each id in `ids` to false (closed). Entries not listed (e.g. other
+// spaces' ids) are left exactly as they were.
+export function closeIds(
+  prevMap: Record<string, boolean>,
+  ids: string[],
+): Record<string, boolean> {
+  const next = { ...prevMap };
+  for (const id of ids) next[id] = false;
+  return next;
+}

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

@@ -7,8 +7,6 @@ import {
   Box,
   Group,
   Paper,
-  ScrollArea,
-  Stack,
   Text,
   Textarea,
   Tooltip,
@@ -22,6 +20,7 @@ import {
 import { useTranslation } from "react-i18next";
 import { useChat, type UIMessage } from "@ai-sdk/react";
 import { DefaultChatTransport } from "ai";
+import MessageList from "@/features/ai-chat/components/message-list.tsx";
 
 interface ShareAiWidgetProps {
   /** The share id (or key) the assistant is scoped to. */
@@ -30,17 +29,6 @@ interface ShareAiWidgetProps {
   pageId: string;
 }
 
-/** Concatenate the visible text parts of a UIMessage. */
-function messageText(message: UIMessage): string {
-  return (message.parts ?? [])
-    .filter(
-      (p): p is { type: "text"; text: string } =>
-        p?.type === "text" && typeof (p as { text?: string }).text === "string",
-    )
-    .map((p) => p.text)
-    .join("");
-}
-
 /**
  * Lightweight, EPHEMERAL "Ask AI" widget for a public shared page.
  *
@@ -49,6 +37,15 @@ function messageText(message: UIMessage): string {
  * memory (this component's `useChat` store) and is sent with `credentials:
  * "omit"` to the anonymous `/api/shares/ai/stream` endpoint. The server stores
  * nothing.
+ *
+ * Presentation is now shared with the internal chat: the same `MessageList`
+ * renders the streamed transcript, so the public share gets the SAME
+ * incremental markdown render, animated typing indicator, and tool-call cards
+ * as the internal chat. Only the anonymous specifics differ — no auth, no
+ * history, `credentials: "omit"`, suppressed page citations (an anonymous
+ * reader cannot open the linked internal pages), neutralized internal markdown
+ * links (so internal UUIDs/auth-gated routes in the answer don't leak as
+ * clickable links), and a documentation-focused empty state.
  */
 export default function ShareAiWidget({ shareId, pageId }: ShareAiWidgetProps) {
   const { t } = useTranslation();
@@ -147,53 +144,39 @@ export default function ShareAiWidget({ shareId, pageId }: ShareAiWidgetProps) {
           </ActionIcon>
         </Group>
 
-        <ScrollArea style={{ flex: 1 }} p="sm" scrollbarSize={6} type="scroll">
-          {messages.length === 0 ? (
-            <Text size="sm" c="dimmed" ta="center" mt="lg">
-              {t("Ask a question about this documentation.")}
-            </Text>
-          ) : (
-            <Stack gap="sm">
-              {messages.map((message) => (
-                <Box
-                  key={message.id}
-                  style={{
-                    alignSelf:
-                      message.role === "user" ? "flex-end" : "flex-start",
-                    maxWidth: "85%",
-                  }}
-                >
-                  <Paper
-                    p="xs"
-                    radius="md"
-                    bg={
-                      message.role === "user"
-                        ? "var(--mantine-color-blue-light)"
-                        : "var(--mantine-color-default-hover)"
-                    }
-                  >
-                    <Text size="sm" style={{ whiteSpace: "pre-wrap" }}>
-                      {messageText(message) ||
-                        (isStreaming ? t("Thinking…") : "")}
-                    </Text>
-                  </Paper>
-                </Box>
-              ))}
-            </Stack>
-          )}
+        {/* Shared transcript: same incremental streaming render, animated typing
+            indicator, markdown, and tool-call cards as the internal chat. The
+            share is anonymous, so page citation links are suppressed (an
+            anonymous reader cannot open the linked internal pages). */}
+        <Box style={{ flex: 1, minHeight: 0, display: "flex", padding: "var(--mantine-spacing-sm)" }}>
+          <MessageList
+            messages={messages}
+            isStreaming={isStreaming}
+            showCitations={false}
+            // Anonymous reader: neutralize internal/relative links in the
+            // assistant's markdown so internal UUIDs/auth-gated routes don't
+            // leak as clickable links (external http(s) links are kept).
+            neutralizeInternalLinks={true}
+            emptyState={
+              <Text size="sm" c="dimmed" ta="center">
+                {t("Ask a question about this documentation.")}
+              </Text>
+            }
+          />
+        </Box>
 
-          {error && (
-            <Alert
-              variant="light"
-              color="red"
-              icon={<IconAlertTriangle size={16} />}
-              mt="sm"
-              title={t("Something went wrong")}
-            >
-              {t("The assistant is unavailable right now. Please try again.")}
-            </Alert>
-          )}
-        </ScrollArea>
+        {error && (
+          <Alert
+            variant="light"
+            color="red"
+            icon={<IconAlertTriangle size={16} />}
+            mx="sm"
+            mb="xs"
+            title={t("Something went wrong")}
+          >
+            {t("The assistant is unavailable right now. Please try again.")}
+          </Alert>
+        )}
 
         <Group
           gap="xs"

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

@@ -0,0 +1,264 @@
+import { describe, it, expect } from "vitest";
+import {
+  applyAddTreeNode,
+  applyMoveTreeNode,
+  applyDeleteTreeNode,
+} from "./tree-socket-reducers";
+import { treeModel } from "@/features/page/tree/model/tree-model";
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+
+// Minimal node factory — fills the SpaceTreeNode shape required fields while
+// letting tests override the bits that matter (position, parentPageId, etc).
+function node(
+  id: string,
+  overrides: Partial<SpaceTreeNode> = {},
+): SpaceTreeNode {
+  return {
+    id,
+    slugId: `slug-${id}`,
+    name: id.toUpperCase(),
+    icon: undefined,
+    position: "a0",
+    spaceId: "space-1",
+    parentPageId: null as unknown as string,
+    hasChildren: false,
+    children: [],
+    ...overrides,
+  };
+}
+
+describe("applyMoveTreeNode", () => {
+  // Destination parent `dst` is loaded with three positioned children; the moved
+  // node `src` is a sibling at root with a later position.
+  const buildTree = (): SpaceTreeNode[] => [
+    node("dst", {
+      position: "a0",
+      hasChildren: true,
+      children: [
+        node("c1", { position: "a1", parentPageId: "dst" }),
+        node("c2", { position: "a3", parentPageId: "dst" }),
+        node("c3", { position: "a5", parentPageId: "dst" }),
+      ],
+    }),
+    node("src", { position: "a9" }),
+  ];
+
+  it("places the node by position in the MIDDLE slot of the destination", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: {},
+    });
+    expect(treeModel.find(next, "dst")?.children?.map((n) => n.id)).toEqual([
+      "c1",
+      "c2",
+      "src",
+      "c3",
+    ]);
+  });
+
+  it("falls back to REMOVING the node when destination parent is not loaded (no leak)", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "not-loaded",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: {},
+    });
+    // The source must not linger at its old place — it is removed entirely.
+    expect(treeModel.find(next, "src")).toBeNull();
+    // Destination children are untouched.
+    expect(treeModel.find(next, "dst")?.children?.map((n) => n.id)).toEqual([
+      "c1",
+      "c2",
+      "c3",
+    ]);
+  });
+
+  it("flips the OLD parent's hasChildren to false when it is left childless", () => {
+    // src is the only child of `old`; moving it to `dst` empties `old`.
+    const tree: SpaceTreeNode[] = [
+      node("old", {
+        position: "a0",
+        hasChildren: true,
+        children: [node("src", { position: "a1", parentPageId: "old" })],
+      }),
+      node("dst", { position: "a2", hasChildren: false }),
+    ];
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: "old",
+      index: 0,
+      position: "a1",
+      pageData: {},
+    });
+    expect(treeModel.find(next, "old")?.hasChildren).toBe(false);
+  });
+
+  it("flips the NEW parent's hasChildren to true", () => {
+    // dst starts as a childless leaf; moving src into it must flip the chevron.
+    const tree: SpaceTreeNode[] = [
+      node("dst", { position: "a0", hasChildren: false }),
+      node("src", { position: "a9" }),
+    ];
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a1",
+      pageData: {},
+    });
+    expect(treeModel.find(next, "dst")?.hasChildren).toBe(true);
+    expect(treeModel.find(next, "dst")?.children?.map((n) => n.id)).toEqual([
+      "src",
+    ]);
+  });
+
+  it("returns prev unchanged when the source node is not found", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "ghost",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: {},
+    });
+    expect(next).toBe(tree);
+  });
+
+  it("applies authoritative pageData (title/icon/hasChildren) to the moved node", () => {
+    const tree = buildTree();
+    const next = applyMoveTreeNode(tree, {
+      id: "src",
+      parentId: "dst",
+      oldParentId: null,
+      index: 0,
+      position: "a4",
+      pageData: { title: "Renamed", icon: "fire", hasChildren: true },
+    });
+    const moved = treeModel.find(next, "src");
+    expect(moved?.name).toBe("Renamed");
+    expect(moved?.icon).toBe("fire");
+    expect(moved?.hasChildren).toBe(true);
+    expect(moved?.position).toBe("a4");
+  });
+});
+
+describe("applyDeleteTreeNode", () => {
+  it("removes the node together with its descendants", () => {
+    const tree: SpaceTreeNode[] = [
+      node("p", {
+        position: "a0",
+        hasChildren: true,
+        children: [
+          node("child", {
+            position: "a1",
+            parentPageId: "p",
+            hasChildren: true,
+            children: [node("grandchild", { position: "a1", parentPageId: "child" })],
+          }),
+        ],
+      }),
+    ];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("child", { parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "child")).toBeNull();
+    expect(treeModel.find(next, "grandchild")).toBeNull();
+    expect(treeModel.find(next, "p")).not.toBeNull();
+  });
+
+  it("returns prev unchanged when the node is already gone (idempotent)", () => {
+    const tree: SpaceTreeNode[] = [node("a", { position: "a0" })];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("ghost"),
+    });
+    expect(next).toBe(tree);
+  });
+
+  it("flips the parent's hasChildren to false when it is left childless", () => {
+    const tree: SpaceTreeNode[] = [
+      node("p", {
+        position: "a0",
+        hasChildren: true,
+        children: [node("only", { position: "a1", parentPageId: "p" })],
+      }),
+    ];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("only", { parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "p")?.hasChildren).toBe(false);
+    expect(treeModel.find(next, "p")?.children).toEqual([]);
+  });
+
+  it("leaves the parent's hasChildren true when other children remain", () => {
+    const tree: SpaceTreeNode[] = [
+      node("p", {
+        position: "a0",
+        hasChildren: true,
+        children: [
+          node("c1", { position: "a1", parentPageId: "p" }),
+          node("c2", { position: "a2", parentPageId: "p" }),
+        ],
+      }),
+    ];
+    const next = applyDeleteTreeNode(tree, {
+      node: node("c1", { parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "p")?.hasChildren).toBe(true);
+  });
+});
+
+describe("applyAddTreeNode", () => {
+  const roots = (): SpaceTreeNode[] => [
+    node("a", { position: "a0" }),
+    node("b", { position: "a2" }),
+    node("c", { position: "a4" }),
+  ];
+
+  it("inserts the new node by position among siblings", () => {
+    const tree = roots();
+    const next = applyAddTreeNode(tree, {
+      parentId: null as unknown as string,
+      index: 0,
+      data: node("x", { position: "a3" }),
+    });
+    expect(next.map((n) => n.id)).toEqual(["a", "b", "x", "c"]);
+  });
+
+  it("returns prev unchanged when the id is already present (idempotent)", () => {
+    const tree = roots();
+    const next = applyAddTreeNode(tree, {
+      parentId: null as unknown as string,
+      index: 0,
+      data: node("b", { position: "a9" }),
+    });
+    expect(next).toBe(tree);
+    expect(next.map((n) => n.id)).toEqual(["a", "b", "c"]);
+  });
+
+  it("flips the new parent's hasChildren to true", () => {
+    // Parent `p` is a childless leaf; adding a child must flip its chevron.
+    const tree: SpaceTreeNode[] = [
+      node("p", { position: "a0", hasChildren: false }),
+    ];
+    const next = applyAddTreeNode(tree, {
+      parentId: "p",
+      index: 0,
+      data: node("child", { position: "a1", parentPageId: "p" }),
+    });
+    expect(treeModel.find(next, "p")?.hasChildren).toBe(true);
+    expect(treeModel.find(next, "p")?.children?.map((n) => n.id)).toEqual([
+      "child",
+    ]);
+  });
+});

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

@@ -0,0 +1,164 @@
+import { SpaceTreeNode } from "@/features/page/tree/types.ts";
+import { treeModel } from "@/features/page/tree/model/tree-model";
+import type {
+  AddTreeNodeEvent,
+  MoveTreeNodeEvent,
+  DeleteTreeNodeEvent,
+  UpdateEvent,
+} from "@/features/websocket/types";
+
+// Pure tree transforms for the `useTreeSocket` reducer arms. Extracted from the
+// hook so the realtime tree behaviour can be unit-tested without rendering the
+// hook, the socket, or jotai. The hook calls these inside its `setData`.
+//
+// IMPORTANT: these are PURE — no `queryClient`, no notifications, no atoms. The
+// delete arm's `queryClient.invalidateQueries` side effect stays in the hook;
+// `applyDeleteTreeNode` is a pure tree transform only.
+
+// `updateOne` for a page: patch the in-tree node's name/icon from the payload.
+// No-op (returns the same reference) when the node isn't loaded on this client.
+export function applyUpdateOne(
+  prev: SpaceTreeNode[],
+  event: UpdateEvent,
+): SpaceTreeNode[] {
+  if (!treeModel.find(prev, event.id)) return prev;
+  let next = prev;
+  if (event.payload?.title !== undefined) {
+    next = treeModel.update(next, event.id, {
+      name: event.payload.title,
+    } as Partial<SpaceTreeNode>);
+  }
+  if (event.payload?.icon !== undefined) {
+    next = treeModel.update(next, event.id, {
+      icon: event.payload.icon,
+    } as Partial<SpaceTreeNode>);
+  }
+  return next;
+}
+
+// `addTreeNode`: insert the new node by its fractional `position` among the
+// already-loaded siblings (not the sender's absolute index). Idempotent — if the
+// id already exists (optimistic author insert or re-delivery) returns prev
+// unchanged. Flips the new parent's `hasChildren` to true so the chevron renders.
+export function applyAddTreeNode(
+  prev: SpaceTreeNode[],
+  payload: AddTreeNodeEvent["payload"],
+): SpaceTreeNode[] {
+  // Idempotent: the author already inserted the node optimistically, and a node
+  // may be re-delivered — never insert a duplicate id.
+  if (treeModel.find(prev, payload.data.id)) return prev;
+  const newParentId = payload.parentId as string | null;
+  // Insert by `position` among already-loaded siblings (not the sender's
+  // absolute index) so order is consistent across clients with different loaded
+  // sets.
+  let next = treeModel.insertByPosition(prev, newParentId, payload.data);
+  // Mirror the emitter: flip new parent's hasChildren to true so the chevron
+  // renders on the receiver.
+  if (newParentId) {
+    next = treeModel.update(next, newParentId, {
+      hasChildren: true,
+    } as Partial<SpaceTreeNode>);
+  }
+  return next;
+}
+
+// `moveTreeNode`: place the moved node by its fractional `position` among the new
+// siblings (NOT the sender's absolute index). If the destination parent isn't
+// loaded on this client, fall back to removing the source so the UI stays
+// consistent. Applies authoritative `pageData` fields and mirrors the
+// `hasChildren` bookkeeping for both the old and the new parent.
+export function applyMoveTreeNode(
+  prev: SpaceTreeNode[],
+  payload: MoveTreeNodeEvent["payload"],
+): SpaceTreeNode[] {
+  const sourceBefore = treeModel.find(prev, payload.id);
+  if (!sourceBefore) return prev;
+  const oldParentId = (sourceBefore as SpaceTreeNode).parentPageId ?? null;
+  const newParentId = payload.parentId as string | null;
+
+  // Place the node by its fractional `position` among the new siblings — NOT by
+  // the sender's absolute `index` (the sender computed that against its own
+  // loaded set, which differs from this receiver's). Using the position keeps
+  // the visible order correct on every client; placing at `index: 0` would
+  // wrongly drop reordered/moved nodes at the top of their new sibling list.
+  const placed = treeModel.placeByPosition(prev, payload.id, {
+    parentId: newParentId,
+    position: payload.position,
+  });
+  // `placeByPosition` silently returns the same reference if the destination
+  // parent isn't loaded on this client. Falling back to removing the source
+  // keeps the UI consistent (the source reappears when the user expands the new
+  // parent and lazy-load fetches it).
+  if (placed === prev) {
+    return treeModel.remove(prev, payload.id);
+  }
+
+  // Apply the authoritative node fields the move payload carries (`pageData`) so
+  // receivers don't keep a stale title/icon/chevron on the moved node.
+  // `placeByPosition` already set `position`.
+  const pageData = payload.pageData as
+    | {
+        title?: string | null;
+        icon?: string | null;
+        hasChildren?: boolean;
+      }
+    | undefined;
+  const patch: Partial<SpaceTreeNode> = {
+    position: payload.position,
+    // Honest type: a root move has a null parent, so this is `string | null`,
+    // not always `string`.
+    parentPageId: newParentId as string | null,
+  };
+  if (pageData) {
+    // The tree node stores the title as `name`.
+    if (pageData.title !== undefined) patch.name = pageData.title ?? "";
+    if (pageData.icon !== undefined) patch.icon = pageData.icon ?? undefined;
+    if (pageData.hasChildren !== undefined)
+      patch.hasChildren = pageData.hasChildren;
+  }
+  let next = treeModel.update(placed, payload.id, patch);
+
+  // Mirror the emitter's hasChildren bookkeeping so both clients converge to the
+  // same chevron state.
+  if (oldParentId) {
+    const oldParent = treeModel.find(next, oldParentId);
+    if (!oldParent?.children?.length) {
+      next = treeModel.update(next, oldParentId, {
+        hasChildren: false,
+      } as Partial<SpaceTreeNode>);
+    }
+  }
+  if (newParentId) {
+    next = treeModel.update(next, newParentId, {
+      hasChildren: true,
+    } as Partial<SpaceTreeNode>);
+  }
+
+  return next;
+}
+
+// `deleteTreeNode`: remove the node (and its descendants) from the tree.
+// Idempotent — if the node is already gone returns prev unchanged. Mirrors the
+// `hasChildren` bookkeeping: a parent left childless flips `hasChildren` false.
+//
+// PURE: the `queryClient.invalidateQueries` side effect lives in the hook, not
+// here.
+export function applyDeleteTreeNode(
+  prev: SpaceTreeNode[],
+  payload: DeleteTreeNodeEvent["payload"],
+): SpaceTreeNode[] {
+  if (!treeModel.find(prev, payload.node.id)) return prev;
+  let next = treeModel.remove(prev, payload.node.id);
+  // Mirror the emitter's hasChildren bookkeeping so both clients converge to the
+  // same chevron state when the last child is deleted.
+  const parentPageId = payload.node.parentPageId;
+  if (parentPageId) {
+    const parent = treeModel.find(next, parentPageId);
+    if (!parent?.children?.length) {
+      next = treeModel.update(next, parentPageId, {
+        hasChildren: false,
+      } as Partial<SpaceTreeNode>);
+    }
+  }
+  return next;
+}

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

@@ -6,6 +6,12 @@ import { WebSocketEvent } from "@/features/websocket/types";
 import { SpaceTreeNode } from "@/features/page/tree/types.ts";
 import { useQueryClient } from "@tanstack/react-query";
 import { treeModel } from "@/features/page/tree/model/tree-model";
+import {
+  applyUpdateOne,
+  applyAddTreeNode,
+  applyMoveTreeNode,
+  applyDeleteTreeNode,
+} from "@/features/websocket/tree-socket-reducers.ts";
 import localEmitter from "@/lib/local-emitter.ts";
 
 export const useTreeSocket = () => {
@@ -35,138 +41,26 @@ export const useTreeSocket = () => {
       switch (event.operation) {
         case "updateOne":
           if (event.entity[0] === "pages") {
-            setTreeData((prev) => {
-              if (!treeModel.find(prev, event.id)) return prev;
-              let next = prev;
-              if (event.payload?.title !== undefined) {
-                next = treeModel.update(next, event.id, {
-                  name: event.payload.title,
-                } as Partial<SpaceTreeNode>);
-              }
-              if (event.payload?.icon !== undefined) {
-                next = treeModel.update(next, event.id, {
-                  icon: event.payload.icon,
-                } as Partial<SpaceTreeNode>);
-              }
-              return next;
-            });
+            setTreeData((prev) => applyUpdateOne(prev, event));
           }
           break;
         case "addTreeNode":
-          setTreeData((prev) => {
-            // Idempotent: the author already inserted the node optimistically,
-            // and a node may be re-delivered — never insert a duplicate id.
-            if (treeModel.find(prev, event.payload.data.id)) return prev;
-            const newParentId = event.payload.parentId as string | null;
-            // Insert by `position` among already-loaded siblings (not the
-            // sender's absolute index) so order is consistent across clients
-            // with different loaded sets.
-            let next = treeModel.insertByPosition(
-              prev,
-              newParentId,
-              event.payload.data,
-            );
-            // Mirror the emitter: flip new parent's hasChildren to true so
-            // the chevron renders on the receiver.
-            if (newParentId) {
-              next = treeModel.update(next, newParentId, {
-                hasChildren: true,
-              } as Partial<SpaceTreeNode>);
-            }
-            return next;
-          });
+          setTreeData((prev) => applyAddTreeNode(prev, event.payload));
           break;
         case "moveTreeNode":
-          setTreeData((prev) => {
-            const sourceBefore = treeModel.find(prev, event.payload.id);
-            if (!sourceBefore) return prev;
-            const oldParentId =
-              (sourceBefore as SpaceTreeNode).parentPageId ?? null;
-            const newParentId = event.payload.parentId as string | null;
-
-            // Place the node by its fractional `position` among the new
-            // siblings — NOT by the sender's absolute `index` (the sender
-            // computed that against its own loaded set, which differs from
-            // this receiver's). Using the position keeps the visible order
-            // correct on every client; placing at `index: 0` would wrongly
-            // drop reordered/moved nodes at the top of their new sibling list.
-            const placed = treeModel.placeByPosition(prev, event.payload.id, {
-              parentId: newParentId,
-              position: event.payload.position,
-            });
-            // `placeByPosition` silently returns the same reference if the
-            // destination parent isn't loaded on this client. Falling back to
-            // removing the source keeps the UI consistent (the source will
-            // reappear when the user expands the new parent and lazy-load
-            // fetches it).
-            if (placed === prev) {
-              return treeModel.remove(prev, event.payload.id);
-            }
-
-            // Apply the authoritative node fields the move payload carries
-            // (`pageData`) so receivers don't keep a stale title/icon/chevron
-            // on the moved node. `placeByPosition` already set `position`.
-            const pageData = event.payload.pageData as
-              | {
-                  title?: string | null;
-                  icon?: string | null;
-                  hasChildren?: boolean;
-                }
-              | undefined;
-            const patch: Partial<SpaceTreeNode> = {
-              position: event.payload.position,
-              // Honest type: a root move has a null parent, so this is
-              // `string | null`, not always `string`.
-              parentPageId: newParentId as string | null,
-            };
-            if (pageData) {
-              // The tree node stores the title as `name`.
-              if (pageData.title !== undefined) patch.name = pageData.title ?? "";
-              if (pageData.icon !== undefined)
-                patch.icon = pageData.icon ?? undefined;
-              if (pageData.hasChildren !== undefined)
-                patch.hasChildren = pageData.hasChildren;
-            }
-            let next = treeModel.update(placed, event.payload.id, patch);
-
-            // Mirror the emitter's hasChildren bookkeeping so both clients
-            // converge to the same chevron state.
-            if (oldParentId) {
-              const oldParent = treeModel.find(next, oldParentId);
-              if (!oldParent?.children?.length) {
-                next = treeModel.update(next, oldParentId, {
-                  hasChildren: false,
-                } as Partial<SpaceTreeNode>);
-              }
-            }
-            if (newParentId) {
-              next = treeModel.update(next, newParentId, {
-                hasChildren: true,
-              } as Partial<SpaceTreeNode>);
-            }
-
-            return next;
-          });
+          setTreeData((prev) => applyMoveTreeNode(prev, event.payload));
           break;
         case "deleteTreeNode":
+          // The `invalidateQueries` side effect stays in the hook; the tree
+          // transform (`applyDeleteTreeNode`) is pure. Only invalidate when the
+          // node is actually in the tree (mirrors the pure reducer's early-out).
           setTreeData((prev) => {
-            if (!treeModel.find(prev, event.payload.node.id)) return prev;
-            queryClient.invalidateQueries({
-              queryKey: ["pages", event.payload.node.slugId].filter(Boolean),
-            });
-            let next = treeModel.remove(prev, event.payload.node.id);
-            // Mirror the emitter's hasChildren bookkeeping so both clients
-            // converge to the same chevron state when the last child is deleted.
-            const parentPageId = event.payload.node.parentPageId;
-            if (parentPageId) {
-              const parent = treeModel.find(next, parentPageId);
-              if (!parent?.children?.length) {
-                next = treeModel.update(next, parentPageId, {
-                  hasChildren: false,
-                } as Partial<SpaceTreeNode>);
-              }
+            if (treeModel.find(prev, event.payload.node.id)) {
+              queryClient.invalidateQueries({
+                queryKey: ["pages", event.payload.node.slugId].filter(Boolean),
+              });
             }
-            return next;
+            return applyDeleteTreeNode(prev, event.payload);
           });
           break;
       }

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

@@ -1,5 +1,9 @@
 import { describe, it, expect } from 'vitest';
-import { resolveCardStatus } from './ai-provider-settings';
+import {
+  resolveCardStatus,
+  isEndpointConfigured,
+  resolveKeyField,
+} from './ai-provider-settings';
 
 describe('resolveCardStatus', () => {
   it('returns "off" when not configured and not enabled', () => {
@@ -18,3 +22,52 @@ describe('resolveCardStatus', () => {
     expect(resolveCardStatus(true, true)).toBe('ready');
   });
 });
+
+describe('isEndpointConfigured', () => {
+  it('configured when model and the endpoint own base URL are set', () => {
+    expect(isEndpointConfigured('m', 'https://own', '')).toBe(true);
+  });
+
+  it('configured by inheriting the chat base URL when own base is empty', () => {
+    expect(isEndpointConfigured('m', '', 'https://chat')).toBe(true);
+  });
+
+  it('not configured when model is set but both base URLs are empty', () => {
+    expect(isEndpointConfigured('m', '', '')).toBe(false);
+  });
+
+  it('not configured when both base URLs are whitespace-only', () => {
+    expect(isEndpointConfigured('m', '   ', '\t')).toBe(false);
+  });
+
+  it('not configured when the model is whitespace-only', () => {
+    expect(isEndpointConfigured('   ', 'https://own', 'https://chat')).toBe(
+      false,
+    );
+  });
+});
+
+describe('resolveKeyField (write-only key payload)', () => {
+  // The same logic backs all three keys (chat / embedding / stt) in buildPayload.
+  it('typed a value -> set the new key', () => {
+    expect(resolveKeyField('sk-new', false)).toEqual({
+      set: true,
+      value: 'sk-new',
+    });
+  });
+
+  it('typed a value wins even if cleared was also flagged', () => {
+    expect(resolveKeyField('sk-new', true)).toEqual({
+      set: true,
+      value: 'sk-new',
+    });
+  });
+
+  it('cleared (empty buffer) -> set the key to empty string', () => {
+    expect(resolveKeyField('', true)).toEqual({ set: true, value: '' });
+  });
+
+  it('untouched (empty buffer, not cleared) -> omit the key', () => {
+    expect(resolveKeyField('', false)).toEqual({ set: false });
+  });
+});

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

@@ -98,6 +98,33 @@ export function resolveCardStatus(
   return enabled ? "warning" : "off";
 }
 
+// Pure + unit-testable. A non-chat endpoint (embeddings / voice) is "configured"
+// when its model is set AND it has a usable base URL: either its own base URL is
+// non-empty, or the chat base URL is non-empty (inherited when own is empty).
+// All inputs are trimmed so whitespace-only values do not count as filled.
+export function isEndpointConfigured(
+  model: string,
+  ownBase: string,
+  chatBase: string,
+): boolean {
+  return (
+    model.trim() !== "" && (ownBase.trim() !== "" || chatBase.trim() !== "")
+  );
+}
+
+// Pure + unit-testable. Write-only API-key payload semantics:
+//   - typed a value (buffer non-empty) -> set it
+//   - explicitly cleared -> send '' to clear the stored key
+//   - untouched (empty buffer, not cleared) -> omit the key entirely
+export function resolveKeyField(
+  buffer: string,
+  cleared: boolean,
+): { set: true; value: string } | { set: false } {
+  if (buffer.length > 0) return { set: true, value: buffer };
+  if (cleared) return { set: true, value: "" };
+  return { set: false };
+}
+
 // Translate the dot's tooltip label. Kept in one place so all three endpoint
 // cards share identical wording.
 function cardStatusLabel(status: CardStatus, t: (k: string) => string): string {
@@ -263,29 +290,23 @@ export default function AiProviderSettings() {
       sttApiStyle: values.sttApiStyle,
     };
 
-    // Key semantics (never send the stored key back):
+    // Key semantics (never send the stored key back) — see resolveKeyField:
     //   - typed a value -> set it
     //   - explicitly cleared -> send '' to clear
     //   - untouched -> omit the key entirely (leave unchanged)
-    if (values.apiKey.length > 0) {
-      payload.apiKey = values.apiKey;
-    } else if (keyCleared) {
-      payload.apiKey = "";
-    }
+    const apiKeyField = resolveKeyField(values.apiKey, keyCleared);
+    if (apiKeyField.set) payload.apiKey = apiKeyField.value;
 
     // Same write-only semantics for the embedding-specific key.
-    if (values.embeddingApiKey.length > 0) {
-      payload.embeddingApiKey = values.embeddingApiKey;
-    } else if (embeddingKeyCleared) {
-      payload.embeddingApiKey = "";
-    }
+    const embeddingKeyField = resolveKeyField(
+      values.embeddingApiKey,
+      embeddingKeyCleared,
+    );
+    if (embeddingKeyField.set) payload.embeddingApiKey = embeddingKeyField.value;
 
     // Same write-only semantics for the STT-specific key.
-    if (values.sttApiKey.length > 0) {
-      payload.sttApiKey = values.sttApiKey;
-    } else if (sttKeyCleared) {
-      payload.sttApiKey = "";
-    }
+    const sttKeyField = resolveKeyField(values.sttApiKey, sttKeyCleared);
+    if (sttKeyField.set) payload.sttApiKey = sttKeyField.value;
 
     return payload;
   }
@@ -460,12 +481,12 @@ export default function AiProviderSettings() {
   const v = form.values;
   const chatBase = v.baseUrl.trim();
   const chatConfigured = v.chatModel.trim() !== "" && chatBase !== "";
-  const embedConfigured =
-    v.embeddingModel.trim() !== "" &&
-    (v.embeddingBaseUrl.trim() !== "" || chatBase !== "");
-  const sttConfigured =
-    v.sttModel.trim() !== "" &&
-    (v.sttBaseUrl.trim() !== "" || chatBase !== "");
+  const embedConfigured = isEndpointConfigured(
+    v.embeddingModel,
+    v.embeddingBaseUrl,
+    v.baseUrl,
+  );
+  const sttConfigured = isEndpointConfigured(v.sttModel, v.sttBaseUrl, v.baseUrl);
 
   const chatStatus = resolveCardStatus(chatConfigured, chatEnabled);
   const embedStatus = resolveCardStatus(embedConfigured, searchEnabled);

apps/server/package.json

@@ -23,6 +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",
     "test": "jest",
     "test:watch": "jest --watch",
     "test:cov": "jest --coverage",
@@ -162,10 +163,30 @@
     "moduleFileExtensions": [
       "js",
       "json",
-      "ts"
+      "ts",
+      "tsx"
     ],
     "rootDir": "src",
     "testRegex": ".*\\.spec\\.ts$",
+    "testPathIgnorePatterns": [
+      "/node_modules/",
+      "<rootDir>/core/auth/auth.controller.spec.ts",
+      "<rootDir>/core/auth/services/auth.service.spec.ts",
+      "<rootDir>/core/auth/services/token.service.spec.ts",
+      "<rootDir>/core/comment/comment.service.spec.ts",
+      "<rootDir>/core/group/group.controller.spec.ts",
+      "<rootDir>/core/group/services/group.service.spec.ts",
+      "<rootDir>/core/page/page.controller.spec.ts",
+      "<rootDir>/core/page/services/page.service.spec.ts",
+      "<rootDir>/core/search/search.controller.spec.ts",
+      "<rootDir>/core/search/search.service.spec.ts",
+      "<rootDir>/core/space/services/space.service.spec.ts",
+      "<rootDir>/core/space/space.controller.spec.ts",
+      "<rootDir>/core/user/user.controller.spec.ts",
+      "<rootDir>/core/workspace/services/workspace.service.spec.ts",
+      "<rootDir>/integrations/environment/environment.service.spec.ts",
+      "<rootDir>/integrations/storage/storage.service.spec.ts"
+    ],
     "transform": {
       "happy-dom.+\\.js$": [
         "babel-jest",
@@ -182,7 +203,7 @@
           ]
         }
       ],
-      "^.+\\.(t|j)s$": "ts-jest"
+      "^.+\\.(t|j)sx?$": "ts-jest"
     },
     "transformIgnorePatterns": [
       "/node_modules/(?!(\\.pnpm/)?(nanoid|uuid|image-dimensions|marked|happy-dom)(@|/))"

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

@@ -45,6 +45,9 @@ import {
   htmlToMarkdown,
   TransclusionSource,
   TransclusionReference,
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
   PageEmbed,
 } from '@docmost/editor-ext';
 import { generateText, getSchema, JSONContent } from '@tiptap/core';
@@ -115,6 +118,9 @@ export const tiptapExtensions = [
   Status,
   TransclusionSource,
   TransclusionReference,
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
   PageEmbed,
 ] as any;
 

apps/server/src/collaboration/footnote-superscript-roundtrip.spec.ts

@@ -0,0 +1,61 @@
+import { htmlToJson, jsonToHtml } from './collaboration.util';
+
+const findFirst = (json: any, type: string): any | undefined => {
+  if (!json || typeof json !== 'object') return undefined;
+  if (json.type === type) return json;
+  if (Array.isArray(json.content)) {
+    for (const child of json.content) {
+      const found = findFirst(child, type);
+      if (found) return found;
+    }
+  }
+  return undefined;
+};
+
+/**
+ * Guards the fragile parse-priority approach that lets a `footnoteReference`
+ * NODE win over the `Superscript` MARK for `<sup>` elements. In the server
+ * `tiptapExtensions` list, Superscript is registered BEFORE the footnote nodes,
+ * so without the priority guard a `<sup data-footnote-ref>` would be parsed as
+ * an (empty) superscript mark and the footnote reference would be lost.
+ */
+describe('footnote reference vs superscript mark (server schema round-trip)', () => {
+  const HTML =
+    '<p>Water' +
+    '<sup data-footnote-ref data-id="fn1"></sup>' +
+    ' here.</p>' +
+    '<section data-footnotes>' +
+    '<div data-footnote-def data-id="fn1"><p>First note.</p></div>' +
+    '</section>';
+
+  it('parses <sup data-footnote-ref> into a footnoteReference NODE (not a superscript mark)', () => {
+    const json = htmlToJson(HTML);
+
+    const ref = findFirst(json, 'footnoteReference');
+    expect(ref).toBeDefined();
+    expect(ref.attrs.id).toBe('fn1');
+
+    // It must NOT have been swallowed as a superscript mark on text.
+    const superscriptText = JSON.stringify(json).includes('"superscript"');
+    expect(superscriptText).toBe(false);
+
+    // The matching definition survives too.
+    const def = findFirst(json, 'footnoteDefinition');
+    expect(def).toBeDefined();
+    expect(def.attrs.id).toBe('fn1');
+  });
+
+  it('round-trips an empty footnoteReference back to <sup data-footnote-ref>', () => {
+    const json = htmlToJson(HTML);
+    const html = jsonToHtml(json);
+
+    expect(html).toContain('data-footnote-ref');
+    expect(html).toContain('data-id="fn1"');
+
+    // And a second parse still yields the node (stable round-trip).
+    const json2 = htmlToJson(html);
+    const ref2 = findFirst(json2, 'footnoteReference');
+    expect(ref2).toBeDefined();
+    expect(ref2.attrs.id).toBe('fn1');
+  });
+});

apps/server/src/common/helpers/prosemirror/html-embed-import-detect.spec.ts

@@ -0,0 +1,70 @@
+import { markdownToHtml, encodeHtmlEmbedSource } from '@docmost/editor-ext';
+import { htmlToJson } from '../../../collaboration/collaboration.util';
+import { hasHtmlEmbedNode, stripHtmlEmbedNodes } from './html-embed.util';
+
+/**
+ * CONTRACT (security): an attacker who controls imported markdown/HTML could try
+ * to smuggle an htmlEmbed in the *serialized* DOM form —
+ *   <div data-type="htmlEmbed" data-source="...">
+ * — directly, bypassing the editor's `<!--html-embed:-->` comment marker.
+ *
+ * This exercises the REAL server import conversion path that ImportService uses
+ * (`markdownToHtml` then `htmlToJson`; `processHTML` adds only a cheerio
+ * link/iframe normalize pass which does not touch htmlEmbed divs) and asserts
+ * the ACTUAL behaviour so we know whether the strip gate can be bypassed.
+ *
+ * FINDING (documented): the raw embed div DOES round-trip through marked +
+ * htmlToJson into a real `htmlEmbed` node, so `hasHtmlEmbedNode` returns true and
+ * `stripHtmlEmbedNodes` removes it. The serialized-form bypass is therefore
+ * detectable and STRIPPABLE — the write-path gate covers it.
+ */
+describe('htmlEmbed smuggled via the raw serialized div in imported markdown/HTML', () => {
+  it('round-trips through markdownToHtml -> htmlToJson and is DETECTED (base64 data-source)', async () => {
+    const source = '<script>steal()</script>';
+    const encoded = encodeHtmlEmbedSource(source);
+    const md = [
+      'Hello',
+      '',
+      `<div data-type="htmlEmbed" data-source="${encoded}"></div>`,
+      '',
+      'World',
+    ].join('\n');
+
+    const html = await markdownToHtml(md);
+    // marked preserves the raw block-level div verbatim.
+    expect(html).toContain('data-type="htmlEmbed"');
+
+    const json = htmlToJson(html);
+    // The div parses into a real htmlEmbed node carrying the decoded source.
+    expect(hasHtmlEmbedNode(json)).toBe(true);
+
+    // Because it is detected, the write-path gate can strip it for non-admins.
+    const stripped = stripHtmlEmbedNodes(json);
+    expect(hasHtmlEmbedNode(stripped)).toBe(false);
+    // Surrounding non-embed content is retained.
+    expect(JSON.stringify(stripped)).toContain('Hello');
+    expect(JSON.stringify(stripped)).toContain('World');
+  });
+
+  it('round-trips through direct HTML conversion (htmlToJson) and is DETECTED', () => {
+    const source = '<script>steal()</script>';
+    const encoded = encodeHtmlEmbedSource(source);
+    const html = `<p>Hello</p><div data-type="htmlEmbed" data-source="${encoded}"></div><p>World</p>`;
+
+    const json = htmlToJson(html);
+    expect(hasHtmlEmbedNode(json)).toBe(true);
+    expect(hasHtmlEmbedNode(stripHtmlEmbedNodes(json))).toBe(false);
+  });
+
+  it('is still DETECTED even when the data-source is NOT valid base64', async () => {
+    // A naive raw inline source (HTML-escaped, not base64) still parses as an
+    // htmlEmbed NODE — the decoder just yields an empty source. Detection (and
+    // therefore stripping) does not depend on the source being well-formed, so
+    // the bypass cannot be hidden by sending a malformed data-source.
+    const md = `<div data-type="htmlEmbed" data-source="&lt;script&gt;x&lt;/script&gt;"></div>`;
+    const html = await markdownToHtml(md);
+    const json = htmlToJson(html);
+    expect(hasHtmlEmbedNode(json)).toBe(true);
+    expect(hasHtmlEmbedNode(stripHtmlEmbedNodes(json))).toBe(false);
+  });
+});

apps/server/src/common/helpers/prosemirror/html-embed.spec.ts

@@ -92,6 +92,102 @@ describe('stripHtmlEmbedNodes', () => {
     const result = stripHtmlEmbedNodes(doc);
     expect(result).toEqual(doc);
   });
+
+  it('strips a deeply nested htmlEmbed (3+ levels: callout > column > paragraph-sibling)', () => {
+    // htmlEmbed sits as a sibling of a paragraph, nested four containers deep.
+    const doc = {
+      type: 'doc',
+      content: [
+        {
+          type: 'callout',
+          content: [
+            {
+              type: 'columns',
+              content: [
+                {
+                  type: 'column',
+                  content: [
+                    {
+                      type: 'paragraph',
+                      content: [{ type: 'text', text: 'deep keep' }],
+                    },
+                    { type: 'htmlEmbed', attrs: { source: '<script>x</script>' } },
+                  ],
+                },
+              ],
+            },
+          ],
+        },
+      ],
+    };
+
+    const result = stripHtmlEmbedNodes(doc);
+    expect(hasHtmlEmbedNode(result)).toBe(false);
+    const col = findFirstChild(result, 'column');
+    // Sibling paragraph survives; only the embed is removed.
+    expect(col.content).toHaveLength(1);
+    expect(col.content[0].type).toBe('paragraph');
+    expect(col.content[0].content[0].text).toBe('deep keep');
+  });
+
+  it('returns non-object / null / array-without-content nodes unchanged', () => {
+    // Non-object inputs are returned as-is (callers persist what they got).
+    expect(stripHtmlEmbedNodes(null as any)).toBeNull();
+    expect(stripHtmlEmbedNodes(undefined as any)).toBeUndefined();
+    expect(stripHtmlEmbedNodes('not-a-node' as any)).toBe('not-a-node');
+    expect(stripHtmlEmbedNodes(42 as any)).toBe(42);
+
+    // An object node with no `content` array is returned shallow-cloned, equal.
+    const leaf = { type: 'paragraph', attrs: { id: 'x' } };
+    const out = stripHtmlEmbedNodes(leaf);
+    expect(out).toEqual(leaf);
+    expect(out).not.toBe(leaf); // new object, input not mutated
+  });
+
+  it('yields empty content (not null/undefined) for a doc whose only child is an htmlEmbed', () => {
+    const doc = {
+      type: 'doc',
+      content: [{ type: 'htmlEmbed', attrs: { source: '<b>only</b>' } }],
+    };
+    const result = stripHtmlEmbedNodes(doc) as any;
+    expect(Array.isArray(result.content)).toBe(true);
+    expect(result.content).toHaveLength(0);
+    expect(result.content).not.toBeNull();
+    expect(result.content).not.toBeUndefined();
+    expect(hasHtmlEmbedNode(result)).toBe(false);
+  });
+});
+
+describe('hasHtmlEmbedNode (root/odd-shape detection)', () => {
+  it('returns true when the ROOT node itself is an htmlEmbed (not only a child)', () => {
+    const rootEmbed = { type: 'htmlEmbed', attrs: { source: '<script>r</script>' } };
+    expect(hasHtmlEmbedNode(rootEmbed)).toBe(true);
+  });
+
+  it('returns false for a doc with embed-like TEXT but no htmlEmbed node', () => {
+    // The literal string "htmlEmbed" appears only as text content, not as a
+    // node type, so it must NOT be detected.
+    const doc = {
+      type: 'doc',
+      content: [
+        {
+          type: 'paragraph',
+          content: [
+            { type: 'text', text: 'type: htmlEmbed <div data-type="htmlEmbed">' },
+          ],
+        },
+      ],
+    };
+    expect(hasHtmlEmbedNode(doc)).toBe(false);
+  });
+
+  it('returns false for non-object / null / array inputs', () => {
+    expect(hasHtmlEmbedNode(null)).toBe(false);
+    expect(hasHtmlEmbedNode(undefined)).toBe(false);
+    expect(hasHtmlEmbedNode('htmlEmbed')).toBe(false);
+    // A bare array (no `content` wrapper) has no node `type`, so it's false.
+    expect(hasHtmlEmbedNode([{ type: 'htmlEmbed' }] as any)).toBe(false);
+  });
 });
 
 describe('canAuthorHtmlEmbed', () => {

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

@@ -4,6 +4,7 @@ import {
   serializeSteps,
   rowToUiMessage,
   prepareAgentStep,
+  buildErrorAssistantRecord,
   MAX_AGENT_STEPS,
   FINAL_STEP_INSTRUCTION,
 } from './ai-chat.service';
@@ -229,3 +230,32 @@ describe('prepareAgentStep', () => {
     expect(atBoundary?.toolChoice).toBe('none');
   });
 });
+
+/**
+ * Unit test for buildErrorAssistantRecord: the pure helper that shapes the
+ * assistant-message record persisted on a first-turn (or any) stream failure.
+ * The streamText onError callback builds the formatted error text via
+ * describeProviderError (tested separately) and hands it to this helper; pinning
+ * the record shape here covers the persist-assistant-on-error logic without
+ * having to seam streamText itself.
+ */
+describe('buildErrorAssistantRecord', () => {
+  it('records an empty turn with the error text in metadata (finishReason=error)', () => {
+    const rec = buildErrorAssistantRecord('401: Unauthorized');
+    expect(rec).toEqual({
+      text: '',
+      toolCalls: null,
+      metadata: { finishReason: 'error', parts: [], error: '401: Unauthorized' },
+    });
+  });
+
+  it('always produces empty text + empty parts so a failed turn is still recorded', () => {
+    const rec = buildErrorAssistantRecord('boom');
+    // No partial text and no UI parts: the turn exists in history but renders as
+    // an error, with the cause preserved in metadata.error.
+    expect(rec.text).toBe('');
+    expect(rec.metadata.parts).toEqual([]);
+    expect(rec.toolCalls).toBeNull();
+    expect(rec.metadata.error).toBe('boom');
+  });
+});

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

@@ -257,6 +257,9 @@ export class AiChatService {
       sessionId,
       workspace.id,
       chatId,
+      // Same open-page value used by the system prompt above; exposed to the
+      // model via getCurrentPage so page identity survives prompt mangling.
+      body.openPage,
     );
 
     // Merge in admin-configured external MCP tools (web search, etc.; §6.8).
@@ -384,11 +387,7 @@ export class AiChatService {
         this.logger.error(`AI chat stream error: ${errorText}`, e?.stack);
         // Persist whatever text we have (likely empty) so the turn is recorded,
         // and record the error text in metadata so it is visible in history.
-        await persistAssistant({
-          text: '',
-          toolCalls: null,
-          metadata: { finishReason: 'error', parts: [], error: errorText },
-        });
+        await persistAssistant(buildErrorAssistantRecord(errorText));
         await closeExternalClients();
       },
       onAbort: async ({ steps }) => {
@@ -710,6 +709,26 @@ export function rowToUiMessage(row: AiChatMessage): Omit<UIMessage, 'id'> & {
   return { id: row.id, role, parts: parts as UIMessage['parts'] };
 }
 
+/**
+ * Build the assistant-message record persisted when a turn fails before any text
+ * is produced (the streamText onError path). Pure: it takes the formatted error
+ * text and returns the exact `{ text, toolCalls, metadata }` payload handed to
+ * persistAssistant, so the first-turn-failure recording shape is unit-testable
+ * without seaming streamText. The empty text + empty parts mean the failed turn
+ * is still recorded in history, with the provider cause visible in metadata.
+ */
+export function buildErrorAssistantRecord(errorText: string): {
+  text: string;
+  toolCalls: null;
+  metadata: { finishReason: 'error'; parts: []; error: string };
+} {
+  return {
+    text: '',
+    toolCalls: null,
+    metadata: { finishReason: 'error', parts: [], error: errorText },
+  };
+}
+
 /**
  * Reduce SDK step objects to a compact, JSON-serializable trace for the
  * `tool_calls` column. Stores only what the UI action-log and history need —

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

@@ -0,0 +1,256 @@
+import { HttpException } from '@nestjs/common';
+import {
+  resolveShareAssistantRequest,
+  uiMessageTextLength,
+  type ShareAssistantDeps,
+} from './public-share-chat.controller';
+import { AiNotConfiguredException } from '../../integrations/ai/ai-not-configured.exception';
+import {
+  MAX_SHARE_MESSAGES,
+  MAX_SHARE_MESSAGE_CHARS,
+} from './public-share-chat.service';
+import type { UIMessage } from 'ai';
+
+/**
+ * Unit tests for the extracted pre-hijack funnel (resolveShareAssistantRequest)
+ * and the exported size helper (uiMessageTextLength). The funnel order is
+ * security-relevant: the first failing gate must win, every failure must throw
+ * BEFORE any stream/hijack, and the access-shaped failures must all 404 (no
+ * existence leak). These exercise each branch with hand-rolled mocks — no Nest
+ * module graph, no DB.
+ */
+describe('resolveShareAssistantRequest (extracted controller funnel)', () => {
+  /** A fully-passing dep set; individual tests override single collaborators. */
+  function makeDeps(over: {
+    assistantEnabled?: boolean;
+    getShareForPage?: jest.Mock;
+    isSharingAllowed?: jest.Mock;
+    findById?: jest.Mock;
+    hasRestrictedAncestor?: jest.Mock;
+    resolveShareRole?: jest.Mock;
+    getShareChatModel?: jest.Mock;
+    tryConsumeWorkspaceQuota?: jest.Mock;
+  } = {}) {
+    const aiSettings = {
+      isPublicShareAssistantEnabled: jest
+        .fn()
+        .mockResolvedValue(over.assistantEnabled ?? true),
+    };
+    const shareService = {
+      getShareForPage:
+        over.getShareForPage ??
+        jest.fn().mockResolvedValue({
+          id: 'SHARE-A',
+          pageId: 'root-page',
+          spaceId: 'space-1',
+          sharedPage: { id: 'root-page', title: 'Root' },
+        }),
+      isSharingAllowed:
+        over.isSharingAllowed ?? jest.fn().mockResolvedValue(true),
+    };
+    const pageRepo = {
+      findById:
+        over.findById ?? jest.fn().mockResolvedValue({ id: 'opened-uuid' }),
+    };
+    const pagePermissionRepo = {
+      hasRestrictedAncestor:
+        over.hasRestrictedAncestor ?? jest.fn().mockResolvedValue(false),
+    };
+    const publicShareChat = {
+      resolveShareRole:
+        over.resolveShareRole ?? jest.fn().mockResolvedValue(null),
+      getShareChatModel:
+        over.getShareChatModel ?? jest.fn().mockResolvedValue('MODEL'),
+      tryConsumeWorkspaceQuota:
+        over.tryConsumeWorkspaceQuota ?? jest.fn().mockResolvedValue(true),
+    };
+    const deps: ShareAssistantDeps = {
+      aiSettings: aiSettings as never,
+      shareService: shareService as never,
+      pageRepo: pageRepo as never,
+      pagePermissionRepo: pagePermissionRepo as never,
+      publicShareChat: publicShareChat as never,
+    };
+    return {
+      deps,
+      aiSettings,
+      shareService,
+      pageRepo,
+      pagePermissionRepo,
+      publicShareChat,
+    };
+  }
+
+  const body = (over: Record<string, unknown> = {}) => ({
+    shareId: 'SHARE-A',
+    pageId: 'opened-page',
+    messages: [],
+    ...over,
+  });
+
+  /** Run the funnel and capture the thrown HttpException status (or null). */
+  async function statusOf(
+    deps: ShareAssistantDeps,
+    b: Record<string, unknown>,
+  ): Promise<number | null> {
+    try {
+      await resolveShareAssistantRequest(deps, {
+        workspaceId: 'ws-1',
+        body: b as never,
+      });
+      return null;
+    } catch (err) {
+      if (err instanceof HttpException) return err.getStatus();
+      throw err;
+    }
+  }
+
+  it('happy path: returns the resolved, non-null request', async () => {
+    const { deps } = makeDeps();
+    const out = await resolveShareAssistantRequest(deps, {
+      workspaceId: 'ws-1',
+      body: body() as never,
+    });
+    expect(out.shareId).toBe('SHARE-A');
+    expect(out.share.id).toBe('SHARE-A');
+    expect(out.model).toBe('MODEL');
+    expect(out.role).toBeNull();
+    expect(out.openedPage).toEqual({ id: 'opened-page', title: 'Root' });
+  });
+
+  it('assistant disabled => 404 and NO share/page/model lookups', async () => {
+    const { deps, shareService, pageRepo, publicShareChat } = makeDeps({
+      assistantEnabled: false,
+    });
+    expect(await statusOf(deps, body())).toBe(404);
+    expect(shareService.getShareForPage).not.toHaveBeenCalled();
+    expect(pageRepo.findById).not.toHaveBeenCalled();
+    expect(publicShareChat.getShareChatModel).not.toHaveBeenCalled();
+  });
+
+  it('share.id !== body.shareId => 404 (cross-share id swap rejected)', async () => {
+    const { deps, publicShareChat } = makeDeps({
+      getShareForPage: jest.fn().mockResolvedValue({
+        id: 'OTHER-SHARE',
+        pageId: 'root',
+        spaceId: 'space-1',
+        sharedPage: null,
+      }),
+    });
+    expect(await statusOf(deps, body({ shareId: 'SHARE-A' }))).toBe(404);
+    // Never reached the model resolution for an unusable share.
+    expect(publicShareChat.getShareChatModel).not.toHaveBeenCalled();
+  });
+
+  it('opened page unresolvable (pageRepo.findById -> null) => fail-closed 404', async () => {
+    const { deps } = makeDeps({
+      findById: jest.fn().mockResolvedValue(null),
+    });
+    expect(await statusOf(deps, body())).toBe(404);
+  });
+
+  it('restricted descendant => 404 (same as out-of-tree, no existence leak)', async () => {
+    const { deps, pagePermissionRepo } = makeDeps({
+      hasRestrictedAncestor: jest.fn().mockResolvedValue(true),
+    });
+    expect(await statusOf(deps, body())).toBe(404);
+    expect(pagePermissionRepo.hasRestrictedAncestor).toHaveBeenCalled();
+  });
+
+  it('getShareChatModel throws AiNotConfiguredException => 503', async () => {
+    const { deps } = makeDeps({
+      getShareChatModel: jest
+        .fn()
+        .mockRejectedValue(new AiNotConfiguredException()),
+    });
+    expect(await statusOf(deps, body())).toBe(503);
+  });
+
+  it('getShareChatModel throws a non-AiNotConfigured error => re-thrown (not a 503/404)', async () => {
+    const boom = new Error('boom');
+    const { deps } = makeDeps({
+      getShareChatModel: jest.fn().mockRejectedValue(boom),
+    });
+    await expect(
+      resolveShareAssistantRequest(deps, {
+        workspaceId: 'ws-1',
+        body: body() as never,
+      }),
+    ).rejects.toBe(boom);
+  });
+
+  it('tryConsumeWorkspaceQuota false => 429 thrown BEFORE any stream', async () => {
+    const { deps, publicShareChat } = makeDeps({
+      tryConsumeWorkspaceQuota: jest.fn().mockResolvedValue(false),
+    });
+    expect(await statusOf(deps, body())).toBe(429);
+    // The quota gate ran AFTER the model resolved (provider configured) but the
+    // function returns/throws before producing a streamable request.
+    expect(publicShareChat.tryConsumeWorkspaceQuota).toHaveBeenCalledWith('ws-1');
+  });
+
+  it('messages over MAX_SHARE_MESSAGES => 413', async () => {
+    const { deps } = makeDeps();
+    const tooMany = Array.from({ length: MAX_SHARE_MESSAGES + 1 }, () => ({
+      role: 'user',
+      parts: [{ type: 'text', text: 'hi' }],
+    }));
+    expect(await statusOf(deps, body({ messages: tooMany }))).toBe(413);
+  });
+
+  it('a single message over MAX_SHARE_MESSAGE_CHARS => 413 (uiMessageTextLength)', async () => {
+    const { deps } = makeDeps();
+    const huge = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS + 1) }],
+    };
+    expect(await statusOf(deps, body({ messages: [huge] }))).toBe(413);
+  });
+
+  it('the quota gate is checked BEFORE the payload caps (429 wins over 413)', async () => {
+    // Over-cap workspace AND an over-long message: the 429 must surface first, so
+    // an over-cap caller is rejected without even paying the payload-cap scan.
+    const { deps } = makeDeps({
+      tryConsumeWorkspaceQuota: jest.fn().mockResolvedValue(false),
+    });
+    const huge = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS + 1) }],
+    };
+    expect(await statusOf(deps, body({ messages: [huge] }))).toBe(429);
+  });
+});
+
+describe('uiMessageTextLength', () => {
+  it('returns 0 for an undefined / parts-less / non-array message', () => {
+    expect(uiMessageTextLength(undefined)).toBe(0);
+    expect(uiMessageTextLength({} as UIMessage)).toBe(0);
+    expect(uiMessageTextLength({ parts: 'nope' } as never)).toBe(0);
+  });
+
+  it('sums the lengths of ONLY the text parts', () => {
+    const msg = {
+      role: 'user',
+      parts: [
+        { type: 'text', text: 'hello' }, // 5
+        { type: 'tool-call', text: 'IGNORED' }, // non-text: ignored
+        { type: 'text', text: 'world!' }, // 6
+        { type: 'text' }, // no text field: ignored
+      ],
+    } as unknown as UIMessage;
+    expect(uiMessageTextLength(msg)).toBe(11);
+  });
+
+  it('matches the 413 boundary used by the funnel', () => {
+    const atCap = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS) }],
+    } as unknown as UIMessage;
+    const overCap = {
+      role: 'user',
+      parts: [{ type: 'text', text: 'x'.repeat(MAX_SHARE_MESSAGE_CHARS + 1) }],
+    } as unknown as UIMessage;
+    expect(uiMessageTextLength(atCap)).toBe(MAX_SHARE_MESSAGE_CHARS);
+    expect(uiMessageTextLength(overCap)).toBeGreaterThan(MAX_SHARE_MESSAGE_CHARS);
+  });
+});

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

@@ -77,142 +77,25 @@ export class PublicShareChatController {
     @AuthWorkspace() workspace: Workspace,
   ): Promise<void> {
     const body = (req.body ?? {}) as PublicShareChatStreamBody;
-    const shareId = typeof body.shareId === 'string' ? body.shareId.trim() : '';
-    const pageId = typeof body.pageId === 'string' ? body.pageId.trim() : '';
 
     // ---- Guardrail funnel (order matters; each failure exits before stream) ----
-
-    // 1. Workspace master toggle. 404 (do not reveal the feature exists).
-    const assistantEnabled = await this.aiSettings.isPublicShareAssistantEnabled(
-      workspace.id,
+    // The whole pre-hijack fact-resolution + cap-ordering block is a pure-ish
+    // helper (collaborators passed in) so every funnel branch — 404 disabled /
+    // share-mismatch / page-unresolvable / restricted, 503 unconfigured, 429
+    // over-cap, 413 too many/too long — is unit-testable against the red-team
+    // boundaries without the full Nest/DB graph. It throws the SAME HttpException
+    // the controller would, and never starts streaming.
+    const resolved = await resolveShareAssistantRequest(
+      {
+        aiSettings: this.aiSettings,
+        shareService: this.shareService,
+        pageRepo: this.pageRepo,
+        pagePermissionRepo: this.pagePermissionRepo,
+        publicShareChat: this.publicShareChat,
+      },
+      { workspaceId: workspace.id, body },
     );
-
-    // 2. Share usable? Resolved via the page's share membership, since the page
-    //    resolution (getShareForPage) ALSO yields the share + workspace. We
-    //    still need basic input to attempt it.
-    // 3. Page in share? The same getShareForPage lookup confirms the opened page
-    //    resolves to THIS share tree, PLUS an explicit restricted-ancestor gate
-    //    (getShareForPage itself does NOT exclude restricted descendants) so a
-    //    restricted page hidden from the public view is graded not-in-share.
-    //    (shareUsable + pageInShare are set together below; the funnel grades
-    //    them as distinct ordered steps.)
-    let share: Awaited<ReturnType<ShareService['getShareForPage']>> | undefined;
-    let shareUsable = false;
-    let pageInShare = false;
-    if (assistantEnabled && shareId && pageId) {
-      // getShareForPage walks up the tree to the nearest ancestor share,
-      // enforces share.workspaceId === workspaceId and includeSubPages, and
-      // returns undefined when the page is not publicly reachable. NOTE: it
-      // joins only the `shares` table — it does NOT exclude restricted
-      // descendants — so a restricted page inside an includeSubPages share
-      // still resolves here. We add an explicit restricted-ancestor gate below
-      // (same as the public view) so the opened page's title never leaks into
-      // the system prompt for a page the public view 404s.
-      share = await this.shareService.getShareForPage(pageId, workspace.id);
-      if (share && share.id === shareId) {
-        // Confirm sharing is still allowed for the share's space (and not
-        // disabled at workspace/space level) — same gate the public views use.
-        const sharingAllowed = await this.shareService.isSharingAllowed(
-          workspace.id,
-          share.spaceId,
-        );
-        // A restricted descendant is hidden from the public share view; treat
-        // the opened page as not-in-share so the funnel returns the SAME 404 it
-        // returns for an out-of-tree page (uniform, no existence leak).
-        // hasRestrictedAncestor matches on the page UUID only, while the
-        // opened pageId may be a slugId, so resolve to the UUID first (cheap
-        // base-fields lookup, mirroring how getSharedPage resolves the page
-        // before its restricted check).
-        const openedPageRow = await this.pageRepo.findById(pageId);
-        const restricted = openedPageRow
-          ? await this.pagePermissionRepo.hasRestrictedAncestor(
-              openedPageRow.id,
-            )
-          : true; // unresolvable opened page => fail closed (treat as not-in-share)
-        // The security-relevant combination (server-resolved share id ===
-        // requested shareId, + sharingAllowed, + the restricted gate) is a pure,
-        // unit-tested helper so the access join point can be exercised against
-        // the red-team boundaries without the full Nest/DB graph.
-        ({ shareUsable, pageInShare } = deriveShareAccess({
-          resolvedShareId: share.id,
-          requestedShareId: shareId,
-          sharingAllowed,
-          restricted,
-        }));
-      }
-    }
-
-    // 4. Provider configured? Resolve the model now so an unconfigured provider
-    //    yields a clean 503 (AiNotConfiguredException) BEFORE hijack. Only
-    //    attempt this once the earlier gates passed, to avoid leaking timing.
-    let model: Awaited<ReturnType<PublicShareChatService['getShareChatModel']>> | undefined;
-    // Admin-selected identity (agent role) for the anonymous assistant, resolved
-    // server-authoritatively. null = built-in locked persona.
-    let role: AiAgentRole | null = null;
-    let providerConfigured = false;
-    if (assistantEnabled && shareUsable && pageInShare) {
-      try {
-        role = await this.publicShareChat.resolveShareRole(workspace.id);
-        model = await this.publicShareChat.getShareChatModel(workspace.id, role);
-        providerConfigured = true;
-      } catch (err) {
-        if (err instanceof AiNotConfiguredException) {
-          providerConfigured = false;
-        } else {
-          throw err;
-        }
-      }
-    }
-
-    const outcome = evaluateShareAssistantFunnel({
-      assistantEnabled,
-      shareUsable,
-      pageInShare,
-      providerConfigured,
-    });
-    if (outcome.ok === false) {
-      // 404 for everything access-shaped (feature/share/page); 503 for config.
-      if (outcome.status === 503) {
-        throw new ServiceUnavailableException('AI is not configured');
-      }
-      throw new NotFoundException('Not found');
-    }
-
-    // 5. Per-WORKSPACE anti-abuse cap (IP-independent; defense in depth). The
-    //    per-IP @Throttle above can be evaded by an attacker rotating
-    //    `X-Forwarded-For` (the app runs with trustProxy), and each evaded call
-    //    spends REAL tokens on the workspace owner's paid AI provider. This cap
-    //    is keyed by the server-resolved workspace id (never attacker-
-    //    controllable), so it bounds the owner's bill even when the per-IP limit
-    //    is fully defeated via XFF spoofing. Checked here, BEFORE res.hijack(),
-    //    so an over-cap workspace gets a clean 429 and spends nothing. NOTE:
-    //    production should ALSO front this endpoint with a trusted proxy that
-    //    REWRITES (not appends) XFF so the per-IP throttle stays meaningful.
-    if (!(await this.publicShareChat.tryConsumeWorkspaceQuota(workspace.id))) {
-      throw new HttpException(
-        'This documentation assistant is temporarily busy. Please try again later.',
-        HttpStatus.TOO_MANY_REQUESTS,
-      );
-    }
-
-    // ---- Validate / bound the payload (cheap caps; ephemeral, never stored) ----
-    const messages = Array.isArray(body.messages)
-      ? (body.messages as UIMessage[])
-      : [];
-    if (messages.length > MAX_SHARE_MESSAGES) {
-      throw new HttpException('Too many messages', 413);
-    }
-    for (const m of messages) {
-      const text = uiMessageTextLength(m);
-      if (text > MAX_SHARE_MESSAGE_CHARS) {
-        throw new HttpException('Message too long', 413);
-      }
-    }
-
-    const openedPage = {
-      id: pageId,
-      title: share?.sharedPage?.title ?? undefined,
-    };
+    const { shareId, share, model, role, messages, openedPage } = resolved;
 
     // Abort the agent loop when the client disconnects (mirrors ai-chat).
     const controller = new AbortController();
@@ -230,15 +113,15 @@ export class PublicShareChatController {
         workspaceId: workspace.id,
         shareId,
         share: {
-          id: share!.id,
-          pageId: share!.pageId,
-          sharedPage: share!.sharedPage,
+          id: share.id,
+          pageId: share.pageId,
+          sharedPage: share.sharedPage,
         },
         openedPage,
         messages,
         res,
         signal: controller.signal,
-        model: model!,
+        model,
         role,
       });
     } catch (err) {
@@ -255,8 +138,174 @@ export class PublicShareChatController {
   }
 }
 
-/** Sum of the text-part lengths of a UIMessage (cheap, for the size cap). */
-function uiMessageTextLength(message: UIMessage | undefined): number {
+/**
+ * The collaborators the pre-hijack funnel needs. Declared as the minimal slice
+ * of each injected service it actually calls, so the resolver can be unit-tested
+ * with hand-rolled mocks (no Nest module graph, no DB).
+ */
+export interface ShareAssistantDeps {
+  aiSettings: Pick<AiSettingsService, 'isPublicShareAssistantEnabled'>;
+  shareService: Pick<
+    ShareService,
+    'getShareForPage' | 'isSharingAllowed'
+  >;
+  pageRepo: Pick<PageRepo, 'findById'>;
+  pagePermissionRepo: Pick<PagePermissionRepo, 'hasRestrictedAncestor'>;
+  publicShareChat: Pick<
+    PublicShareChatService,
+    | 'resolveShareRole'
+    | 'getShareChatModel'
+    | 'tryConsumeWorkspaceQuota'
+  >;
+}
+
+/** The resolved, validated request ready to stream (everything is non-null). */
+export interface ResolvedShareAssistantRequest {
+  shareId: string;
+  share: NonNullable<Awaited<ReturnType<ShareService['getShareForPage']>>>;
+  model: Awaited<ReturnType<PublicShareChatService['getShareChatModel']>>;
+  role: AiAgentRole | null;
+  messages: UIMessage[];
+  openedPage: { id: string; title?: string };
+}
+
+/**
+ * Pre-hijack fact-resolution + cap-ordering for the anonymous public-share
+ * assistant, extracted from the controller so every funnel branch is unit-
+ * testable without the Nest/DB graph. Order is security-relevant and each
+ * failure exits BEFORE any stream/hijack:
+ *  1. assistant toggle off => 404 (no share/page/model lookups);
+ *  2. share/page access (deriveShareAccess + evaluateShareAssistantFunnel) =>
+ *     404 (uniform; restricted descendant and out-of-tree look identical);
+ *  3. provider unconfigured => 503 (AiNotConfiguredException), other errors
+ *     re-thrown;
+ *  4. per-workspace quota exhausted => 429 (BEFORE any stream/hijack);
+ *  5. payload caps => 413 (too many messages / a single message too long).
+ * Throws the SAME HttpException the controller would; returns the resolved,
+ * non-null request otherwise.
+ */
+export async function resolveShareAssistantRequest(
+  deps: ShareAssistantDeps,
+  input: { workspaceId: string; body: PublicShareChatStreamBody },
+): Promise<ResolvedShareAssistantRequest> {
+  const { workspaceId, body } = input;
+  const shareId = typeof body.shareId === 'string' ? body.shareId.trim() : '';
+  const pageId = typeof body.pageId === 'string' ? body.pageId.trim() : '';
+
+  // 1. Workspace master toggle. 404 (do not reveal the feature exists).
+  const assistantEnabled =
+    await deps.aiSettings.isPublicShareAssistantEnabled(workspaceId);
+
+  // 2/3. Share usable? Page in share? Resolved via the page's share membership,
+  //      since getShareForPage ALSO yields the share + workspace. The opened
+  //      page is then gated by an explicit restricted-ancestor check (which
+  //      getShareForPage does NOT do) so a restricted page hidden from the
+  //      public view is graded not-in-share.
+  let share: Awaited<ReturnType<ShareService['getShareForPage']>> | undefined;
+  let shareUsable = false;
+  let pageInShare = false;
+  if (assistantEnabled && shareId && pageId) {
+    share = await deps.shareService.getShareForPage(pageId, workspaceId);
+    if (share && share.id === shareId) {
+      const sharingAllowed = await deps.shareService.isSharingAllowed(
+        workspaceId,
+        share.spaceId,
+      );
+      // hasRestrictedAncestor matches on the page UUID only, while the opened
+      // pageId may be a slugId, so resolve to the UUID first (cheap base-fields
+      // lookup). An unresolvable opened page fails closed (not-in-share).
+      const openedPageRow = await deps.pageRepo.findById(pageId);
+      const restricted = openedPageRow
+        ? await deps.pagePermissionRepo.hasRestrictedAncestor(openedPageRow.id)
+        : true;
+      ({ shareUsable, pageInShare } = deriveShareAccess({
+        resolvedShareId: share.id,
+        requestedShareId: shareId,
+        sharingAllowed,
+        restricted,
+      }));
+    }
+  }
+
+  // 4. Provider configured? Resolve the model now so an unconfigured provider
+  //    yields a clean 503 BEFORE hijack. Only after the access gates pass, to
+  //    avoid leaking timing.
+  let model:
+    | Awaited<ReturnType<PublicShareChatService['getShareChatModel']>>
+    | undefined;
+  let role: AiAgentRole | null = null;
+  let providerConfigured = false;
+  if (assistantEnabled && shareUsable && pageInShare) {
+    try {
+      role = await deps.publicShareChat.resolveShareRole(workspaceId);
+      model = await deps.publicShareChat.getShareChatModel(workspaceId, role);
+      providerConfigured = true;
+    } catch (err) {
+      if (err instanceof AiNotConfiguredException) {
+        providerConfigured = false;
+      } else {
+        throw err;
+      }
+    }
+  }
+
+  const outcome = evaluateShareAssistantFunnel({
+    assistantEnabled,
+    shareUsable,
+    pageInShare,
+    providerConfigured,
+  });
+  if (outcome.ok === false) {
+    // 404 for everything access-shaped (feature/share/page); 503 for config.
+    if (outcome.status === 503) {
+      throw new ServiceUnavailableException('AI is not configured');
+    }
+    throw new NotFoundException('Not found');
+  }
+
+  // 5. Per-WORKSPACE anti-abuse cap (IP-independent; defense in depth). Checked
+  //    BEFORE res.hijack(), so an over-cap workspace gets a clean 429 and spends
+  //    nothing.
+  if (!(await deps.publicShareChat.tryConsumeWorkspaceQuota(workspaceId))) {
+    throw new HttpException(
+      'This documentation assistant is temporarily busy. Please try again later.',
+      HttpStatus.TOO_MANY_REQUESTS,
+    );
+  }
+
+  // ---- Validate / bound the payload (cheap caps; ephemeral, never stored) ----
+  const messages = Array.isArray(body.messages)
+    ? (body.messages as UIMessage[])
+    : [];
+  if (messages.length > MAX_SHARE_MESSAGES) {
+    throw new HttpException('Too many messages', 413);
+  }
+  for (const m of messages) {
+    if (uiMessageTextLength(m) > MAX_SHARE_MESSAGE_CHARS) {
+      throw new HttpException('Message too long', 413);
+    }
+  }
+
+  const openedPage = {
+    id: pageId,
+    title: share?.sharedPage?.title ?? undefined,
+  };
+
+  // The funnel passed, so share/model are guaranteed present.
+  return {
+    shareId,
+    share: share!,
+    model: model!,
+    role,
+    messages,
+    openedPage,
+  };
+}
+
+/** Sum of the text-part lengths of a UIMessage (cheap, for the size cap).
+ * Exported so the 413 size-cap logic is unit-testable without the Nest/DB graph.
+ */
+export function uiMessageTextLength(message: UIMessage | undefined): number {
   if (!message?.parts || !Array.isArray(message.parts)) return 0;
   let total = 0;
   for (const p of message.parts) {

apps/server/src/core/ai-chat/public-share-chat.spec.ts

@@ -7,7 +7,11 @@ import {
   filterShareTranscript,
 } from './public-share-chat.service';
 import { PublicShareChatToolsService } from './tools/public-share-chat-tools.service';
-import { PublicShareWorkspaceLimiter } from './public-share-workspace-limiter';
+import {
+  PublicShareWorkspaceLimiter,
+  resolveShareAiWorkspaceMax,
+  SHARE_AI_WORKSPACE_MAX_PER_WINDOW,
+} from './public-share-workspace-limiter';
 
 /**
  * Minimal in-memory fake of the slice of ioredis the sliding-window limiter
@@ -195,6 +199,54 @@ describe('buildShareSystemPrompt locking', () => {
     expect(prompt).toContain('read-only assistant');
     expect(prompt).toContain('anti prompt-injection');
   });
+
+  it('an opened page with a title injects both the pageId and the title', () => {
+    const prompt = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: 'page-123', title: 'Getting Started' },
+    });
+    expect(prompt).toContain('(pageId: page-123)');
+    expect(prompt).toContain('"Getting Started"');
+    expect(prompt).toContain('the current page');
+  });
+
+  it('an opened page with a blank/whitespace title falls back to "Untitled"', () => {
+    const prompt = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: 'page-123', title: '   ' },
+    });
+    expect(prompt).toContain('(pageId: page-123)');
+    expect(prompt).toContain('"Untitled"');
+  });
+
+  it('an empty / blank pageId omits the opened-page context line entirely', () => {
+    const emptyId = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: '', title: 'Ignored' },
+    });
+    expect(emptyId).not.toContain('pageId:');
+    expect(emptyId).not.toContain('the current page');
+
+    const blankId = buildShareSystemPrompt({
+      share: null,
+      openedPage: { id: '   ', title: 'Ignored' },
+    });
+    expect(blankId).not.toContain('pageId:');
+  });
+
+  it('a present share title is injected; a blank share title is omitted', () => {
+    const withTitle = buildShareSystemPrompt({
+      share: { sharedPageTitle: 'Product Docs' },
+      openedPage: null,
+    });
+    expect(withTitle).toContain('titled "Product Docs"');
+
+    const blankTitle = buildShareSystemPrompt({
+      share: { sharedPageTitle: '   ' },
+      openedPage: null,
+    });
+    expect(blankTitle).not.toContain('This published documentation is titled');
+  });
 });
 
 describe('PublicShareChatService model fallback', () => {
@@ -306,6 +358,44 @@ describe('PublicShareChatService model fallback', () => {
   });
 });
 
+describe('resolveShareAiWorkspaceMax (env-overridable per-workspace cap)', () => {
+  const ENV = 'SHARE_AI_WORKSPACE_MAX_PER_HOUR';
+  const original = process.env[ENV];
+
+  afterEach(() => {
+    if (original === undefined) delete process.env[ENV];
+    else process.env[ENV] = original;
+  });
+
+  it('uses a valid positive integer from the env', () => {
+    process.env[ENV] = '42';
+    expect(resolveShareAiWorkspaceMax()).toBe(42);
+  });
+
+  it('floors a float value', () => {
+    process.env[ENV] = '99.9';
+    expect(resolveShareAiWorkspaceMax()).toBe(99);
+  });
+
+  it('falls back to the default for an unparseable / NaN value', () => {
+    process.env[ENV] = 'not-a-number';
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+    expect(SHARE_AI_WORKSPACE_MAX_PER_WINDOW).toBe(300);
+  });
+
+  it('falls back to the default when unset', () => {
+    delete process.env[ENV];
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+  });
+
+  it('falls back to the default for zero or a negative value (no unlimited / negative cap)', () => {
+    process.env[ENV] = '0';
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+    process.env[ENV] = '-5';
+    expect(resolveShareAiWorkspaceMax()).toBe(SHARE_AI_WORKSPACE_MAX_PER_WINDOW);
+  });
+});
+
 describe('PublicShareWorkspaceLimiter (cluster-wide sliding-window per-workspace cap)', () => {
   it('allows up to the cap within a window, then 429s (returns false)', async () => {
     const limiter = makeLimiter(3, 60_000, () => 1_000);
@@ -353,6 +443,23 @@ describe('PublicShareWorkspaceLimiter (cluster-wide sliding-window per-workspace
     expect(await limiter.tryConsume('ws-1')).toBe(true);
   });
 
+  it('consumes a distinct member slot per call at one FIXED clock value (no same-ms score-collision under-count)', async () => {
+    // All calls happen at the SAME millisecond. The limiter mints a unique member
+    // id per attempt, so distinct calls in the same ms must NOT collide on the
+    // sorted-set score and under-count: exactly `cap` calls are admitted, the
+    // rest rejected — even though every score is identical.
+    const cap = 5;
+    const limiter = makeLimiter(cap, 60_000, () => 7_000); // clock never advances
+    const results: boolean[] = [];
+    for (let i = 0; i < cap + 3; i++) {
+      results.push(await limiter.tryConsume('ws-1'));
+    }
+    // First `cap` admitted, the remaining 3 rejected.
+    expect(results.slice(0, cap)).toEqual(Array(cap).fill(true));
+    expect(results.slice(cap)).toEqual([false, false, false]);
+    expect(results.filter(Boolean)).toHaveLength(cap);
+  });
+
   it('keeps separate budgets per workspace (one over-cap ws cannot starve another)', async () => {
     const limiter = makeLimiter(1, 60_000, () => 1_000);
     expect(await limiter.tryConsume('ws-a')).toBe(true);

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

@@ -93,6 +93,56 @@ describe('AiAgentRolesService guards', () => {
       ).rejects.toBeInstanceOf(BadRequestException);
       expect(repo.update).not.toHaveBeenCalled();
     });
+
+    it('instructions cleared to whitespace => BadRequest, repo.update NOT called', async () => {
+      const { service, repo } = makeService({ existing: makeRow() });
+      await expect(
+        service.update('ws-1', 'r1', {
+          instructions: '   ',
+        } as UpdateAgentRoleDto),
+      ).rejects.toBeInstanceOf(BadRequestException);
+      expect(repo.update).not.toHaveBeenCalled();
+    });
+
+    it('concurrent soft-delete: row exists on the pre-update lookup but the re-fetch is undefined => BadRequest (not a TypeError)', async () => {
+      // findById returns the live row FIRST (pre-update guard passes), then the
+      // role is soft-deleted concurrently, so the POST-update re-fetch returns
+      // undefined. The service must surface a clean 400, never dereference
+      // undefined (which would throw a TypeError in toView).
+      const { service, repo } = makeService();
+      repo.findById
+        .mockResolvedValueOnce(makeRow())
+        .mockResolvedValueOnce(undefined);
+      await expect(
+        service.update('ws-1', 'r1', { name: 'X' } as UpdateAgentRoleDto),
+      ).rejects.toBeInstanceOf(BadRequestException);
+      // The UPDATE ran (the row existed pre-update), but the re-fetch failed.
+      expect(repo.update).toHaveBeenCalled();
+      expect(repo.findById).toHaveBeenCalledTimes(2);
+    });
+
+    it('emoji/description tri-state: emoji:"" => null (clear), emoji omitted => undefined (unchanged), description:"  " => null', async () => {
+      const { service, repo } = makeService({ existing: makeRow() });
+
+      // emoji explicitly emptied => clear to null; description whitespace => null.
+      await service.update('ws-1', 'r1', {
+        emoji: '',
+        description: '  ',
+      } as UpdateAgentRoleDto);
+      const patch1 = repo.update.mock.calls[0][2];
+      expect(patch1.emoji).toBeNull();
+      expect(patch1.description).toBeNull();
+
+      repo.update.mockClear();
+
+      // emoji omitted => unchanged (undefined passed through to the repo patch).
+      await service.update('ws-1', 'r1', {
+        name: 'Renamed',
+      } as UpdateAgentRoleDto);
+      const patch2 = repo.update.mock.calls[0][2];
+      expect(patch2.emoji).toBeUndefined();
+      expect(patch2.description).toBeUndefined();
+    });
   });
 
   describe('remove', () => {
@@ -136,6 +186,51 @@ describe('AiAgentRolesService guards', () => {
       expect(repo.insert).not.toHaveBeenCalled();
     });
 
+    it('modelConfig:{chatModel} only persists {chatModel} (no driver key)', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: { chatModel: 'gpt-4o' },
+      } as CreateAgentRoleDto);
+      const values = repo.insert.mock.calls[0][0];
+      expect(values.modelConfig).toEqual({ chatModel: 'gpt-4o' });
+      expect('driver' in values.modelConfig).toBe(false);
+    });
+
+    it('modelConfig:{} (empty) normalizes to null', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: {},
+      } as CreateAgentRoleDto);
+      expect(repo.insert.mock.calls[0][0].modelConfig).toBeNull();
+    });
+
+    it('modelConfig:{chatModel:"   "} (whitespace-only) normalizes to null', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: { chatModel: '   ' },
+      } as CreateAgentRoleDto);
+      expect(repo.insert.mock.calls[0][0].modelConfig).toBeNull();
+    });
+
+    it('modelConfig:{driver,chatModel} round-trips both fields (trimmed)', async () => {
+      const { service, repo } = makeService();
+      await service.create('ws-1', 'u1', {
+        name: 'R',
+        instructions: 'do',
+        modelConfig: { driver: 'gemini', chatModel: '  gemini-2.0-flash  ' },
+      } as CreateAgentRoleDto);
+      expect(repo.insert.mock.calls[0][0].modelConfig).toEqual({
+        driver: 'gemini',
+        chatModel: 'gemini-2.0-flash',
+      });
+    });
+
     it('duplicate name (Postgres 23505) => ConflictException (409), not 500', async () => {
       const { service, repo } = makeService();
       // The partial unique (workspace_id, name) index rejects the insert.
@@ -148,6 +243,28 @@ describe('AiAgentRolesService guards', () => {
       ).rejects.toBeInstanceOf(ConflictException);
     });
 
+    it('duplicate name 409 message contains the TRIMMED submitted name', async () => {
+      const { service, repo } = makeService();
+      repo.insert.mockRejectedValueOnce({ code: '23505' });
+      await service
+        .create('ws-1', 'u1', {
+          name: '  Researcher  ',
+          instructions: 'do',
+        } as CreateAgentRoleDto)
+        .then(
+          () => {
+            throw new Error('expected create to throw');
+          },
+          (err: unknown) => {
+            expect(err).toBeInstanceOf(ConflictException);
+            const message = (err as ConflictException).message;
+            // The trimmed name appears verbatim; the untrimmed padding does not.
+            expect(message).toContain('"Researcher"');
+            expect(message).not.toContain('  Researcher  ');
+          },
+        );
+    });
+
     it('non-unique-violation error is NOT swallowed (re-thrown as-is)', async () => {
       const { service, repo } = makeService();
       const other = Object.assign(new Error('boom'), { code: '23502' });

apps/server/src/core/ai-chat/roles/jsonb-object.spec.ts

@@ -0,0 +1,30 @@
+import { jsonbObject } from '@docmost/db/repos/ai-agent-roles/ai-agent-roles.repo';
+
+/**
+ * Unit tests for jsonbObject: the repo helper that encodes a model_config object
+ * as a jsonb bind (or null when there is nothing to persist). It is the last
+ * line of defence before the column write, so the null-vs-bind decision is what
+ * matters here. We assert only null vs non-null because the non-null value is a
+ * kysely `sql` template fragment whose internal shape is an implementation
+ * detail of the SQL tag.
+ */
+describe('jsonbObject', () => {
+  it('returns null for null', () => {
+    expect(jsonbObject(null)).toBeNull();
+  });
+
+  it('returns null for undefined', () => {
+    expect(jsonbObject(undefined)).toBeNull();
+  });
+
+  it('returns null for an empty object (nothing to persist)', () => {
+    expect(jsonbObject({})).toBeNull();
+  });
+
+  it('returns a (non-null) jsonb bind for a non-empty object', () => {
+    const out = jsonbObject({ driver: 'gemini', chatModel: 'gemini-2.0-flash' });
+    // A real sql fragment is produced, never null/undefined.
+    expect(out).not.toBeNull();
+    expect(out).toBeDefined();
+  });
+});

apps/server/src/core/ai-chat/roles/role-override-contract.spec.ts

@@ -0,0 +1,135 @@
+import { AiService } from '../../../integrations/ai/ai.service';
+import { AiNotConfiguredException } from '../../../integrations/ai/ai-not-configured.exception';
+import { roleModelOverride } from './role-model-config';
+import type { AiAgentRole } from '@docmost/db/types/entity.types';
+
+/**
+ * Contract test for the override SHAPE that travels from a role's persisted
+ * `model_config` (via roleModelOverride) into AiService.getChatModel.
+ *
+ * This is the seam between the two halves of the role-model feature:
+ *  - roleModelOverride (pure) turns model_config into a ChatModelOverride;
+ *  - getChatModel consumes that override to build the model (or to 503).
+ * Wiring the REAL roleModelOverride output into a unit-constructed AiService
+ * (with stubbed deps, no DB) pins that the two agree on the override contract:
+ *  - a cross-driver override whose creds are absent => AiNotConfiguredException
+ *    naming the role + driver;
+ *  - a chatModel-only override keeps the workspace driver/creds (no creds
+ *    lookup, no decrypt);
+ *  - an ollama cross-driver override => 503 (no silent baseUrl reuse).
+ */
+describe('role override -> AiService.getChatModel contract', () => {
+  function role(modelConfig: unknown, name = 'Researcher'): AiAgentRole {
+    return { id: 'r1', name, modelConfig } as unknown as AiAgentRole;
+  }
+
+  function makeService(opts: {
+    workspaceDriver: string;
+    baseUrl?: string;
+    credsApiKeyEnc?: string;
+  }) {
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: opts.workspaceDriver,
+        chatModel: 'gpt-4o-mini',
+        apiKey: 'workspace-key',
+        baseUrl: opts.baseUrl,
+      }),
+    };
+    const aiProviderCredentialsRepo = {
+      find: jest
+        .fn()
+        .mockResolvedValue(
+          opts.credsApiKeyEnc ? { apiKeyEnc: opts.credsApiKeyEnc } : undefined,
+        ),
+    };
+    const secretBox = { decryptSecret: jest.fn().mockReturnValue('decrypted') };
+    const service = new AiService(
+      aiSettings as never,
+      aiProviderCredentialsRepo as never,
+      secretBox as never,
+    );
+    return { service, aiSettings, aiProviderCredentialsRepo, secretBox };
+  }
+
+  it('cross-driver override with NO creds => 503 naming the role and the override driver', async () => {
+    const override = roleModelOverride(
+      role({ driver: 'gemini', chatModel: 'gemini-2.0-flash' }),
+    );
+    expect(override).toEqual({
+      driver: 'gemini',
+      chatModel: 'gemini-2.0-flash',
+      roleName: 'Researcher',
+    });
+
+    // Workspace is openai; the gemini override has no configured creds.
+    const { service, aiProviderCredentialsRepo } = makeService({
+      workspaceDriver: 'openai',
+    });
+
+    await service.getChatModel('ws-1', override).then(
+      () => {
+        throw new Error('expected getChatModel to throw');
+      },
+      (err: unknown) => {
+        expect(err).toBeInstanceOf(AiNotConfiguredException);
+        const message = (err as AiNotConfiguredException).message;
+        expect(message).toContain('gemini');
+        expect(message).toContain('Researcher');
+      },
+    );
+    expect(aiProviderCredentialsRepo.find).toHaveBeenCalledWith('ws-1', 'gemini');
+  });
+
+  it('chatModel-only override keeps the workspace driver/creds (no creds lookup, no decrypt)', async () => {
+    const override = roleModelOverride(role({ chatModel: 'gpt-4o' }));
+    // No driver in the override => the workspace driver/creds are reused.
+    expect(override).toEqual({
+      driver: undefined,
+      chatModel: 'gpt-4o',
+      roleName: 'Researcher',
+    });
+
+    const { service, aiProviderCredentialsRepo, secretBox } = makeService({
+      workspaceDriver: 'openai',
+    });
+
+    const model = await service.getChatModel('ws-1', override);
+    expect(model).toBeDefined();
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+    expect(secretBox.decryptSecret).not.toHaveBeenCalled();
+  });
+
+  it('ollama cross-driver override (workspace driver != ollama) => 503, no baseUrl reuse', async () => {
+    const override = roleModelOverride(
+      role({ driver: 'ollama', chatModel: 'llama3' }, 'Local'),
+    );
+    expect(override).toEqual({
+      driver: 'ollama',
+      chatModel: 'llama3',
+      roleName: 'Local',
+    });
+
+    const { service, aiProviderCredentialsRepo } = makeService({
+      workspaceDriver: 'openai',
+      baseUrl: 'https://openrouter.example/v1',
+    });
+
+    await service.getChatModel('ws-1', override).then(
+      () => {
+        throw new Error('expected getChatModel to throw');
+      },
+      (err: unknown) => {
+        expect(err).toBeInstanceOf(AiNotConfiguredException);
+        const message = (err as AiNotConfiguredException).message;
+        expect(message).toContain('ollama');
+        expect(message).toContain('openai');
+        expect(message).toContain('Local');
+        // The workspace gateway baseUrl must never be reused for ollama.
+        expect(message).not.toContain('openrouter.example');
+      },
+    );
+    // No creds lookup for ollama: we fail before reaching the creds branch.
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+  });
+});

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

@@ -50,6 +50,11 @@ export class AiChatToolsService {
     // agent write (REST + collab) records { actor:'agent', aiChatId } off a
     // SIGNED claim — non-spoofable, never a client body field (§6.5/§6.6).
     aiChatId: string,
+    // The page the user currently has open (from the request context), exposed
+    // to the model via getCurrentPage. Optional and last so existing callers
+    // keep compiling. Kept proxy-robust: the model can CALL for the current
+    // page instead of relying on it surviving in the system prompt text.
+    openedPage?: { id?: string; title?: string } | null,
   ): Promise<Record<string, Tool>> {
     const apiUrl =
       process.env.MCP_DOCMOST_API_URL ||
@@ -210,6 +215,23 @@ export class AiChatToolsService {
         },
       }),
 
+      getCurrentPage: tool({
+        description:
+          'Return the page the user is currently viewing — i.e. what "this page", ' +
+          '"the current page", or "here" refers to. Returns the page id and title, ' +
+          'or null if the user is not currently on a page. Call this first whenever ' +
+          'the user refers to the current page without giving an explicit id.',
+        inputSchema: z.object({}),
+        execute: async () => {
+          if (!openedPage?.id) {
+            return { page: null };
+          }
+          return {
+            page: { id: openedPage.id, title: openedPage.title ?? '' },
+          };
+        },
+      }),
+
       getPage: tool({
         description:
           'Fetch a single page as Markdown by its page id. Returns the page ' +

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

@@ -0,0 +1,132 @@
+import { PublicShareChatToolsService } from './public-share-chat-tools.service';
+
+/**
+ * Mock-based integration tests for the anonymous public-share toolset built by
+ * forShare(). Constructed directly with hand-rolled collaborators (no Nest/DB):
+ *  - listSharePages tree assembly (dedupe, single-page root fallback, fail-soft);
+ *  - the blank-input guards on search / read.
+ */
+describe('PublicShareChatToolsService.forShare', () => {
+  type ToolExec = { execute: (args: unknown) => Promise<unknown> };
+
+  function makeService(over: {
+    getShareTree?: jest.Mock;
+    findById?: jest.Mock;
+    searchPage?: jest.Mock;
+    getShareForPage?: jest.Mock;
+  } = {}) {
+    const shareService = {
+      getShareTree: over.getShareTree ?? jest.fn(),
+      getShareForPage: over.getShareForPage ?? jest.fn(),
+      updatePublicAttachments: jest.fn(),
+    };
+    const searchService = { searchPage: over.searchPage ?? jest.fn() };
+    const pageRepo = { findById: over.findById ?? jest.fn() };
+    const pagePermissionRepo = { hasRestrictedAncestor: jest.fn() };
+    const svc = new PublicShareChatToolsService(
+      shareService as never,
+      searchService as never,
+      pageRepo as never,
+      pagePermissionRepo as never,
+    );
+    return { svc, shareService, searchService, pageRepo, pagePermissionRepo };
+  }
+
+  describe('listSharePages', () => {
+    it('includeSubPages tree: returns deduped, titled pages (root already in tree)', async () => {
+      // getShareTree returns the share root + descendants; the root IS in the
+      // tree, so no extra title lookup is needed and the tree is listed as-is.
+      const { svc, pageRepo } = makeService({
+        getShareTree: jest.fn().mockResolvedValue({
+          share: { pageId: 'root' },
+          pageTree: [
+            { id: 'root', title: 'Home' },
+            { id: 'child-1', title: 'Child One' },
+            { id: 'child-2', title: 'Child Two' },
+          ],
+        }),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      const out = (await (tools.listSharePages as unknown as ToolExec).execute(
+        {},
+      )) as Array<{ id: string; title: string }>;
+      expect(out).toEqual([
+        { id: 'root', title: 'Home' },
+        { id: 'child-1', title: 'Child One' },
+        { id: 'child-2', title: 'Child Two' },
+      ]);
+      // The root was already in the tree => no fallback title lookup.
+      expect(pageRepo.findById).not.toHaveBeenCalled();
+    });
+
+    it('single-page share (empty tree): falls back to the root title and PREPENDS it', async () => {
+      const { svc, pageRepo } = makeService({
+        getShareTree: jest.fn().mockResolvedValue({
+          share: { pageId: 'root' },
+          pageTree: [], // includeSubPages=false => empty tree
+        }),
+        findById: jest.fn().mockResolvedValue({ id: 'root', title: 'Solo Page' }),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      const out = (await (tools.listSharePages as unknown as ToolExec).execute(
+        {},
+      )) as Array<{ id: string; title: string }>;
+      expect(out).toEqual([{ id: 'root', title: 'Solo Page' }]);
+      expect(pageRepo.findById).toHaveBeenCalledWith('root');
+    });
+
+    it('de-duplicates pages by id, keeping the first (titled) occurrence', async () => {
+      const { svc } = makeService({
+        getShareTree: jest.fn().mockResolvedValue({
+          share: { pageId: 'root' },
+          pageTree: [
+            { id: 'root', title: 'Home' },
+            { id: 'dup', title: 'First' },
+            { id: 'dup', title: 'Second (dropped)' },
+            { id: 'root', title: 'Home again (dropped)' },
+          ],
+        }),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      const out = (await (tools.listSharePages as unknown as ToolExec).execute(
+        {},
+      )) as Array<{ id: string; title: string }>;
+      expect(out).toEqual([
+        { id: 'root', title: 'Home' },
+        { id: 'dup', title: 'First' },
+      ]);
+    });
+
+    it('getShareTree throws => returns [] (fail-soft, never throws to the model)', async () => {
+      const { svc } = makeService({
+        getShareTree: jest.fn().mockRejectedValue(new Error('db down')),
+      });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      await expect(
+        (tools.listSharePages as unknown as ToolExec).execute({}),
+      ).resolves.toEqual([]);
+    });
+  });
+
+  describe('searchSharePages blank guard', () => {
+    it('blank query => [] WITHOUT calling searchService', async () => {
+      const { svc, searchService } = makeService({ searchPage: jest.fn() });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      await expect(
+        (tools.searchSharePages as unknown as ToolExec).execute({ query: '   ' }),
+      ).resolves.toEqual([]);
+      expect(searchService.searchPage).not.toHaveBeenCalled();
+    });
+  });
+
+  describe('getSharePage blank guard', () => {
+    it('blank pageId => throws "A pageId is required." WITHOUT calling getShareForPage', async () => {
+      const { svc, shareService } = makeService({ getShareForPage: jest.fn() });
+      const tools = svc.forShare('SHARE-A', 'ws-1');
+      await expect(
+        (tools.getSharePage as unknown as ToolExec).execute({ pageId: '   ' }),
+      ).rejects.toThrow('A pageId is required.');
+      expect(shareService.getShareForPage).not.toHaveBeenCalled();
+    });
+  });
+});

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

@@ -41,6 +41,20 @@ import {
 } from '../../../integrations/audit/audit.service';
 import { EnvironmentService } from '../../../integrations/environment/environment.service';
 
+// A valid bcrypt hash (cost 10, of an arbitrary throwaway string) used ONLY to
+// equalize timing in verifyUserCredentials: when the email does not exist or
+// the user is disabled, we still run ONE bcrypt comparison against this hash
+// before throwing, so the missing/disabled path takes about the same time as
+// the real-user wrong-password path. Without it, the "no bcrypt at all" branch
+// returns measurably faster, leaking whether an email is registered (a user-
+// enumeration timing oracle, now reachable via /mcp where throttling is only a
+// spoofable in-memory limiter). This is never used as a real credential.
+// The cost factor MUST match the production saltRounds (12 — see
+// common/helpers/utils.ts hashPassword), otherwise the dummy compare runs
+// faster than a real wrong-password compare and the timing oracle survives.
+const DUMMY_PASSWORD_HASH =
+  '$2b$12$q/l637TULK3vU3Cmji0y8utpJS/UiftMi3Jdm4Tsi5EIv/0FE7WV.';
+
 @Injectable()
 export class AuthService {
   constructor(
@@ -82,6 +96,12 @@ export class AuthService {
     // recognises this exact message via isCredentialsFailure.
     const errorMessage = CREDENTIALS_MISMATCH_MESSAGE;
     if (!user || isUserDisabled(user)) {
+      // Constant-time intent: run ONE bcrypt comparison (against a dummy hash)
+      // even when the user is missing/disabled, so this path takes about the
+      // same time as the real-user wrong-password path below. This closes the
+      // user-enumeration timing oracle (registered vs. not). The result is
+      // intentionally discarded — we always throw the same credentials error.
+      await comparePasswordHash(loginDto.password, DUMMY_PASSWORD_HASH);
       throw new UnauthorizedException(errorMessage);
     }
 

apps/server/src/core/auth/services/verify-user-credentials.contract.spec.ts

@@ -100,4 +100,40 @@ describe('AuthService no-side-effect contract (item 4)', () => {
       expect(verifyBody.includes(effect)).toBe(false);
     }
   });
+
+  // Item 4: user-enumeration timing-oracle fix. When the email is missing or the
+  // user is disabled, verifyUserCredentials must still run ONE bcrypt comparison
+  // (against a dummy hash) BEFORE throwing, so the missing/disabled path takes
+  // about the same time as the real-user wrong-password path. Asserted at the
+  // source level for the same reason as the rest of this file: AuthService cannot
+  // be imported under this jest config to spy on comparePasswordHash live.
+  describe('constant-time missing/disabled branch (item 4)', () => {
+    // Isolate the body of the `if (!user || isUserDisabled(user)) { ... }` guard.
+    const guardMatch = verifyBody.match(
+      /if \(!user \|\| isUserDisabled\(user\)\) \{([\s\S]*?)\n {4}\}/,
+    );
+
+    it('the missing/disabled guard runs a bcrypt compare before throwing', () => {
+      expect(guardMatch).not.toBeNull();
+      const guardBody = guardMatch![1];
+      // It performs the dummy bcrypt comparison...
+      expect(guardBody).toContain('comparePasswordHash');
+      // ...and only AFTER that throws the credentials error (compare precedes
+      // the throw STATEMENT — match `throw new`, not the word "throw" in a comment).
+      const compareIdx = guardBody.indexOf('comparePasswordHash');
+      const throwIdx = guardBody.indexOf('throw new');
+      expect(compareIdx).toBeGreaterThanOrEqual(0);
+      expect(throwIdx).toBeGreaterThan(compareIdx);
+    });
+
+    it('uses a module-level dummy hash constant (never a real credential)', () => {
+      // The dummy hash is a module-level constant referenced in the guard, not an
+      // inline literal recomputed per call.
+      expect(verifyBody).toContain('DUMMY_PASSWORD_HASH');
+      // Cost factor MUST be 12 to match production saltRounds, otherwise the
+      // dummy compare is faster than a real wrong-password compare and the
+      // timing oracle survives.
+      expect(source).toMatch(/const DUMMY_PASSWORD_HASH =\s*'\$2b\$12\$/);
+    });
+  });
 });

apps/server/src/core/auth/services/verify-user-credentials.live.spec.ts

@@ -0,0 +1,233 @@
+import { UnauthorizedException } from '@nestjs/common';
+import { AuthService } from './auth.service';
+import { CREDENTIALS_MISMATCH_MESSAGE } from '../auth.constants';
+import { hashPassword } from '../../../common/helpers';
+
+/**
+ * LIVE security contract for AuthService.verifyUserCredentials / login (M4
+ * item 5).
+ *
+ * The (now-fixed) jest config CAN import AuthService at the module level (the
+ * `^src/(.*)$` moduleNameMapper resolves the transitive `src/...` imports and the
+ * ts-jest transform loads the graph). AuthService cannot be `.compile()`-d via
+ * the Nest TestingModule (its full provider graph is not wired here), but it can
+ * be constructed directly with mocked collaborators — which is exactly what we
+ * need to exercise the credential-check decision live.
+ *
+ * The load-bearing property: verifyUserCredentials (and login(), which reuses it)
+ * throws EXACTLY the shared CREDENTIALS_MISMATCH_MESSAGE for all three
+ * credentials-failure cases — unknown email, disabled user, wrong password. The
+ * /mcp Basic brute-force limiter only counts a failure when it recognises THIS
+ * exact message (isCredentialsFailure in mcp-auth.helpers matches the same shared
+ * constant); a reword that diverged here would silently turn /mcp Basic into an
+ * unthrottled password-guessing oracle.
+ */
+
+const WORKSPACE_ID = 'ws-1';
+
+// Build an AuthService with the dependencies verifyUserCredentials/login touch
+// stubbed, and a userRepo whose findByEmail is overridable per test. Only the
+// collaborators actually reached on these paths need real behaviour; the rest
+// are inert mocks (constructor wiring only).
+function makeAuthService(over: {
+  findByEmail?: jest.Mock;
+} = {}): {
+  service: AuthService;
+  userRepo: { findByEmail: jest.Mock; updateLastLogin: jest.Mock };
+  sessionService: { createSessionAndToken: jest.Mock };
+  auditService: { log: jest.Mock };
+} {
+  const userRepo = {
+    findByEmail: over.findByEmail ?? jest.fn(),
+    updateLastLogin: jest.fn().mockResolvedValue(undefined),
+  };
+  const sessionService = {
+    createSessionAndToken: jest.fn().mockResolvedValue('issued-token'),
+  };
+  const auditService = { log: jest.fn() };
+  // environmentService: isCloud() false (so throwIfEmailNotVerified does not
+  // require verification) + a stable app secret.
+  const environmentService = {
+    isCloud: jest.fn().mockReturnValue(false),
+    getAppSecret: jest.fn().mockReturnValue('test-secret'),
+  };
+
+  // Constructor signature (auth.service.ts): signupService, tokenService,
+  // sessionService, userSessionRepo, userRepo, userTokenRepo, mailService,
+  // domainService, environmentService, db, auditService.
+  const service = new (AuthService as unknown as new (...args: unknown[]) => AuthService)(
+    {}, // signupService
+    {}, // tokenService
+    sessionService, // sessionService
+    {}, // userSessionRepo
+    userRepo, // userRepo
+    {}, // userTokenRepo
+    {}, // mailService
+    {}, // domainService
+    environmentService, // environmentService
+    {}, // db
+    auditService, // auditService
+  );
+
+  return { service, userRepo, sessionService, auditService };
+}
+
+describe('AuthService.verifyUserCredentials (live credentials-mismatch contract)', () => {
+  it('UNKNOWN email -> throws exactly CREDENTIALS_MISMATCH_MESSAGE', async () => {
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(undefined),
+    });
+
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'nobody@example.com', password: 'whatever' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'nobody@example.com', password: 'whatever' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toBeInstanceOf(UnauthorizedException);
+  });
+
+  it('DISABLED user -> throws exactly CREDENTIALS_MISMATCH_MESSAGE (no password oracle)', async () => {
+    // A deactivated user must be indistinguishable from a wrong password: same
+    // message, before any password comparison.
+    const passwordHash = await hashPassword('correct-horse');
+    const disabledUser = {
+      id: 'u-1',
+      email: 'disabled@example.com',
+      password: passwordHash,
+      deactivatedAt: new Date(),
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(disabledUser),
+    });
+
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'disabled@example.com', password: 'correct-horse' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+  });
+
+  it('WRONG password -> throws exactly CREDENTIALS_MISMATCH_MESSAGE', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(user),
+    });
+
+    await expect(
+      service.verifyUserCredentials(
+        { email: 'user@example.com', password: 'wrong-password' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+  });
+
+  it('CORRECT credentials -> resolves the matched user (no side effects here)', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service, sessionService, auditService, userRepo } =
+      makeAuthService({ findByEmail: jest.fn().mockResolvedValue(user) });
+
+    const result = await service.verifyUserCredentials(
+      { email: 'user@example.com', password: 'correct-horse' },
+      WORKSPACE_ID,
+    );
+    expect(result).toBe(user);
+    // verifyUserCredentials is non-side-effecting: no session/audit/lastLogin.
+    expect(sessionService.createSessionAndToken).not.toHaveBeenCalled();
+    expect(auditService.log).not.toHaveBeenCalled();
+    expect(userRepo.updateLastLogin).not.toHaveBeenCalled();
+  });
+});
+
+describe('AuthService.login (live credentials-mismatch contract via verifyUserCredentials)', () => {
+  it('UNKNOWN email -> login throws exactly CREDENTIALS_MISMATCH_MESSAGE, mints NO session', async () => {
+    const { service, sessionService } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(undefined),
+    });
+
+    await expect(
+      service.login(
+        { email: 'nobody@example.com', password: 'whatever' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+    expect(sessionService.createSessionAndToken).not.toHaveBeenCalled();
+  });
+
+  it('WRONG password -> login throws exactly CREDENTIALS_MISMATCH_MESSAGE', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service } = makeAuthService({
+      findByEmail: jest.fn().mockResolvedValue(user),
+    });
+
+    await expect(
+      service.login(
+        { email: 'user@example.com', password: 'wrong-password' },
+        WORKSPACE_ID,
+      ),
+    ).rejects.toMatchObject({ message: CREDENTIALS_MISMATCH_MESSAGE });
+  });
+
+  it('CORRECT credentials -> login mints the session (the side-effecting path)', async () => {
+    const passwordHash = await hashPassword('correct-horse');
+    const user = {
+      id: 'u-1',
+      email: 'user@example.com',
+      password: passwordHash,
+      deactivatedAt: null,
+      deletedAt: null,
+      emailVerifiedAt: new Date(),
+    };
+    const { service, sessionService, auditService, userRepo } =
+      makeAuthService({ findByEmail: jest.fn().mockResolvedValue(user) });
+
+    await expect(
+      service.login(
+        { email: 'user@example.com', password: 'correct-horse' },
+        WORKSPACE_ID,
+      ),
+    ).resolves.toBe('issued-token');
+    // login() reuses verifyUserCredentials but DOES run the three side effects.
+    expect(userRepo.updateLastLogin).toHaveBeenCalledWith('u-1', WORKSPACE_ID);
+    expect(auditService.log).toHaveBeenCalled();
+    expect(sessionService.createSessionAndToken).toHaveBeenCalledWith(user);
+  });
+
+  it('the message login throws is the SAME shared constant the /mcp limiter matches', () => {
+    // Cross-file coupling lock: the constant is the single source of truth shared
+    // by AuthService and mcp-auth.helpers.isCredentialsFailure.
+    expect(CREDENTIALS_MISMATCH_MESSAGE).toBe('Email or password does not match');
+  });
+});

apps/server/src/core/page/transclusion/spec/page-embed.util.spec.ts

@@ -80,6 +80,67 @@ describe('collectPageEmbedsFromPmJson', () => {
     };
     expect(collectPageEmbedsFromPmJson(doc)).toEqual([]);
   });
+
+  it('ignores a pageEmbed whose sourcePageId is not a string', () => {
+    const doc = {
+      type: 'doc',
+      content: [
+        { type: 'pageEmbed', attrs: { sourcePageId: 123 as any } },
+        { type: 'pageEmbed', attrs: { sourcePageId: null as any } },
+        { type: 'pageEmbed', attrs: { sourcePageId: { nested: true } as any } },
+        { type: 'pageEmbed', attrs: { sourcePageId: ['arr'] as any } },
+        // a valid one mixed in proves only the bad ones are dropped
+        { type: 'pageEmbed', attrs: { sourcePageId: 'good' } },
+      ],
+    };
+    expect(collectPageEmbedsFromPmJson(doc)).toEqual([
+      { sourcePageId: 'good' },
+    ]);
+  });
+
+  it('collects a pageEmbed nested under multiple block containers', () => {
+    const doc = {
+      type: 'doc',
+      content: [
+        {
+          type: 'callout',
+          content: [
+            {
+              type: 'columns',
+              content: [
+                {
+                  type: 'column',
+                  content: [
+                    {
+                      type: 'details',
+                      content: [
+                        {
+                          type: 'pageEmbed',
+                          attrs: { sourcePageId: 'deep' },
+                        },
+                      ],
+                    },
+                  ],
+                },
+              ],
+            },
+          ],
+        },
+      ],
+    };
+    expect(collectPageEmbedsFromPmJson(doc)).toEqual([{ sourcePageId: 'deep' }]);
+  });
+
+  it('terminates (does not silently hang) on a self-referencing/cyclic object', () => {
+    // FINDING: there is NO explicit cycle guard. A hand-built cyclic JS object
+    // (which cannot arise from JSON parsing — the real input path) makes the
+    // recursive walk overflow the stack and throw a RangeError. It TERMINATES
+    // with a controlled error rather than recursing unboundedly forever, and a
+    // non-cyclic (JSON-shaped) document is never affected.
+    const node: any = { type: 'doc', content: [] };
+    node.content.push(node); // content array references its own parent node
+    expect(() => collectPageEmbedsFromPmJson(node)).toThrow(RangeError);
+  });
 });
 
 describe('pageEmbed HTML <-> JSON round-trip (server schema)', () => {

apps/server/src/core/page/transclusion/spec/page-template-access.spec.ts

@@ -68,6 +68,7 @@ describe('TransclusionService — template access core (real filter)', () => {
       {} as any, // attachmentRepo
       {} as any, // storageService
       {} as any, // pageAccessService
+      {} as any, // workspaceRepo
     );
 
     return { service, db, pageRepo, spaceMemberRepo, pagePermissionRepo };
@@ -187,8 +188,103 @@ describe('TransclusionService — template access core (real filter)', () => {
   });
 });
 
+describe('TransclusionService.filterViewerAccessiblePageIds — AND ordering (content-leak control)', () => {
+  function makeDb(executeRows: Array<{ id: string }>) {
+    const builder: any = {};
+    builder.selectFrom = jest.fn(() => builder);
+    builder.select = jest.fn(() => builder);
+    builder.where = jest.fn(() => builder);
+    builder.execute = jest.fn(async () => executeRows);
+    return builder;
+  }
+
+  function makeService(opts: {
+    spaceVisibleRows: Array<{ id: string }>;
+    permissionAccessibleIds: string[];
+  }) {
+    const db = makeDb(opts.spaceVisibleRows);
+    const spaceMemberRepo = {
+      getUserSpaceIdsQuery: jest.fn(() => ({ __subquery: true })),
+    };
+    const filterAccessiblePageIds = jest
+      .fn()
+      .mockResolvedValue(opts.permissionAccessibleIds);
+    const pagePermissionRepo = { filterAccessiblePageIds };
+
+    const service = new TransclusionService(
+      db as any, // db
+      {} as any, // pageTransclusionsRepo
+      {} as any, // pageTransclusionReferencesRepo
+      {} as any, // pageTemplateReferencesRepo
+      {} as any, // pageRepo
+      pagePermissionRepo as any,
+      spaceMemberRepo as any,
+      {} as any, // attachmentRepo
+      {} as any, // storageService
+      {} as any, // pageAccessService
+      {} as any, // workspaceRepo
+    );
+
+    return { service, filterAccessiblePageIds };
+  }
+
+  it('space-visible AND permission-accessible → returned', async () => {
+    const { service } = makeService({
+      spaceVisibleRows: [{ id: 'p1' }],
+      permissionAccessibleIds: ['p1'],
+    });
+    const out = await service.filterViewerAccessiblePageIds(
+      ['p1'],
+      'u1',
+      'w1',
+    );
+    expect(out).toEqual(['p1']);
+  });
+
+  it('space-visible but permission-rejected → dropped', async () => {
+    const { service, filterAccessiblePageIds } = makeService({
+      spaceVisibleRows: [{ id: 'p1' }],
+      permissionAccessibleIds: [],
+    });
+    const out = await service.filterViewerAccessiblePageIds(
+      ['p1'],
+      'u1',
+      'w1',
+    );
+    expect(out).toEqual([]);
+    // The permission filter only ever sees the space-visible candidate.
+    expect(filterAccessiblePageIds).toHaveBeenCalledWith({
+      pageIds: ['p1'],
+      userId: 'u1',
+    });
+  });
+
+  it('NOT space-visible but permission-accessible → STILL dropped (AND-ordering enforced)', async () => {
+    // The page would pass page-level permission filtering, but it is not visible
+    // at the space level (e.g. a private space the viewer is not a member of).
+    // The space-visibility gate runs FIRST and short-circuits, so the page-level
+    // permission filter is never even consulted — preventing a private-space
+    // content leak via an unrestricted source page.
+    const { service, filterAccessiblePageIds } = makeService({
+      spaceVisibleRows: [],
+      permissionAccessibleIds: ['private-but-permitted'],
+    });
+    const out = await service.filterViewerAccessiblePageIds(
+      ['private-but-permitted'],
+      'u1',
+      'w1',
+    );
+    expect(out).toEqual([]);
+    expect(filterAccessiblePageIds).not.toHaveBeenCalled();
+  });
+});
+
 describe('TransclusionService.syncPageTemplateReferences — workspace scoping', () => {
-  function makeService(opts: { inWorkspaceIds: string[] }) {
+  function makeService(opts: {
+    inWorkspaceIds: string[];
+    /** existing rows already persisted for the reference page */
+    existingSourceIds?: string[];
+  }) {
     // db stub: the in-workspace existence query returns only allowed ids.
     const builder: any = {};
     builder.selectFrom = jest.fn(() => builder);
@@ -201,25 +297,37 @@ describe('TransclusionService.syncPageTemplateReferences — workspace scoping',
     const insertMany = jest.fn().mockResolvedValue(undefined);
     const deleteByReferenceAndSources = jest.fn().mockResolvedValue(undefined);
     const pageTemplateReferencesRepo = {
-      findByReferencePageId: jest.fn().mockResolvedValue([]),
+      findByReferencePageId: jest
+        .fn()
+        .mockResolvedValue(
+          (opts.existingSourceIds ?? []).map((sourcePageId) => ({
+            sourcePageId,
+          })),
+        ),
       insertMany,
       deleteByReferenceAndSources,
     };
 
     const service = new TransclusionService(
-      builder as any,
-      {} as any,
-      {} as any,
+      builder as any, // db
+      {} as any, // pageTransclusionsRepo
+      {} as any, // pageTransclusionReferencesRepo
       pageTemplateReferencesRepo as any,
-      {} as any,
-      {} as any,
-      {} as any,
-      {} as any,
-      {} as any,
-      {} as any,
+      {} as any, // pageRepo
+      {} as any, // pagePermissionRepo
+      {} as any, // spaceMemberRepo
+      {} as any, // attachmentRepo
+      {} as any, // storageService
+      {} as any, // pageAccessService
+      {} as any, // workspaceRepo
     );
 
-    return { service, insertMany, pageTemplateReferencesRepo };
+    return {
+      service,
+      insertMany,
+      deleteByReferenceAndSources,
+      pageTemplateReferencesRepo,
+    };
   }
 
   function docWithEmbeds(sourceIds: string[]) {
@@ -264,4 +372,150 @@ describe('TransclusionService.syncPageTemplateReferences — workspace scoping',
     expect(result.inserted).toBe(0);
     expect(insertMany).not.toHaveBeenCalled();
   });
+
+  it('DELETE branch: an existing in-workspace ref removed from the doc is deleted', async () => {
+    // 'gone' was referenced before but is no longer in the doc; 'stay' remains.
+    const { service, insertMany, deleteByReferenceAndSources } = makeService({
+      inWorkspaceIds: ['stay'],
+      existingSourceIds: ['stay', 'gone'],
+    });
+
+    const result = await service.syncPageTemplateReferences(
+      'host',
+      'w1',
+      docWithEmbeds(['stay']),
+    );
+
+    expect(result.deleted).toBe(1);
+    expect(result.inserted).toBe(0); // 'stay' already existed
+    expect(insertMany).not.toHaveBeenCalled();
+    expect(deleteByReferenceAndSources).toHaveBeenCalledTimes(1);
+    expect(deleteByReferenceAndSources).toHaveBeenCalledWith(
+      'host',
+      ['gone'],
+      undefined, // no trx supplied
+    );
+  });
+
+  it('does NOT delete a stale ref whose source is now cross-workspace if it is also still embedded', async () => {
+    // Edge: 'x' is still embedded in the doc but no longer in-workspace. It is
+    // not in desiredIds (filtered out) AND it exists → it should be deleted, not
+    // kept, because the reference graph must drop the cross-workspace edge.
+    const { service, deleteByReferenceAndSources } = makeService({
+      inWorkspaceIds: [], // 'x' no longer in-workspace
+      existingSourceIds: ['x'],
+    });
+
+    const result = await service.syncPageTemplateReferences(
+      'host',
+      'w1',
+      docWithEmbeds(['x']),
+    );
+
+    expect(result.deleted).toBe(1);
+    expect(deleteByReferenceAndSources).toHaveBeenCalledWith(
+      'host',
+      ['x'],
+      undefined,
+    );
+  });
+});
+
+describe('TransclusionService.insertTemplateReferencesForPages — per-workspace existence validation', () => {
+  /**
+   * Smart db stub: each existence query is `.where('id','in', ids)` +
+   * `.where('workspaceId','=', wsId)`; `.execute()` returns only the ids that
+   * `validByWorkspace[wsId]` declares in-workspace. The builder snapshots the
+   * last `id`-in list and `workspaceId` value per chain (selectFrom resets).
+   */
+  function makeDb(validByWorkspace: Record<string, string[]>) {
+    const builder: any = {};
+    let curIds: string[] = [];
+    let curWs: string | undefined;
+    builder.selectFrom = jest.fn(() => {
+      curIds = [];
+      curWs = undefined;
+      return builder;
+    });
+    builder.select = jest.fn(() => builder);
+    builder.where = jest.fn((col: string, op: string, val: any) => {
+      if (col === 'id' && op === 'in') curIds = val;
+      if (col === 'workspaceId' && op === '=') curWs = val;
+      return builder;
+    });
+    builder.execute = jest.fn(async () => {
+      const valid = new Set(validByWorkspace[curWs ?? ''] ?? []);
+      return curIds.filter((id) => valid.has(id)).map((id) => ({ id }));
+    });
+    return builder;
+  }
+
+  function makeService(validByWorkspace: Record<string, string[]>) {
+    const insertMany = jest.fn().mockResolvedValue(undefined);
+    const pageTemplateReferencesRepo = { insertMany };
+    const service = new TransclusionService(
+      makeDb(validByWorkspace) as any, // db
+      {} as any, // pageTransclusionsRepo
+      {} as any, // pageTransclusionReferencesRepo
+      pageTemplateReferencesRepo as any,
+      {} as any, // pageRepo
+      {} as any, // pagePermissionRepo
+      {} as any, // spaceMemberRepo
+      {} as any, // attachmentRepo
+      {} as any, // storageService
+      {} as any, // pageAccessService
+      {} as any, // workspaceRepo
+    );
+    return { service, insertMany };
+  }
+
+  const embedDoc = (ids: string[]) => ({
+    type: 'doc',
+    content: ids.map((id) => ({
+      type: 'pageEmbed',
+      attrs: { sourcePageId: id },
+    })),
+  });
+
+  it('validates each workspace separately: a source in-ws for A but cross-ws for B inserts only the valid delta', async () => {
+    // 'shared' is in-workspace for wA but NOT for wB. Page A embeds 'shared'
+    // (valid → inserted). Page B embeds 'shared' (cross-ws for wB → dropped).
+    const { service, insertMany } = makeService({
+      wA: ['shared'],
+      wB: [], // 'shared' is not a page in wB
+    });
+
+    const result = await service.insertTemplateReferencesForPages([
+      { id: 'pageA', workspaceId: 'wA', content: embedDoc(['shared']) },
+      { id: 'pageB', workspaceId: 'wB', content: embedDoc(['shared']) },
+    ]);
+
+    expect(result.inserted).toBe(1);
+    expect(insertMany).toHaveBeenCalledTimes(1);
+    expect(insertMany.mock.calls[0][0]).toEqual([
+      { workspaceId: 'wA', referencePageId: 'pageA', sourcePageId: 'shared' },
+    ]);
+  });
+
+  it('inserts the in-workspace deltas for both pages when each is valid in its own workspace', async () => {
+    const { service, insertMany } = makeService({
+      wA: ['a-src'],
+      wB: ['b-src'],
+    });
+
+    const result = await service.insertTemplateReferencesForPages([
+      { id: 'pageA', workspaceId: 'wA', content: embedDoc(['a-src']) },
+      { id: 'pageB', workspaceId: 'wB', content: embedDoc(['b-src']) },
+    ]);
+
+    expect(result.inserted).toBe(2);
+    const rows = insertMany.mock.calls[0][0];
+    expect(rows).toEqual(
+      expect.arrayContaining([
+        { workspaceId: 'wA', referencePageId: 'pageA', sourcePageId: 'a-src' },
+        { workspaceId: 'wB', referencePageId: 'pageB', sourcePageId: 'b-src' },
+      ]),
+    );
+    expect(rows).toHaveLength(2);
+  });
 });

apps/server/src/core/page/transclusion/spec/page-template-lookup.spec.ts

@@ -1,4 +1,5 @@
 import { TransclusionService } from '../transclusion.service';
+import * as collabUtil from '../../../../collaboration/collaboration.util';
 
 /**
  * Exercises the pure access/mapping logic of `lookupTemplate`:
@@ -34,6 +35,7 @@ describe('TransclusionService.lookupTemplate (access mapping)', () => {
       {} as any, // attachmentRepo
       {} as any, // storageService
       {} as any, // pageAccessService
+      {} as any, // workspaceRepo
     );
 
     jest
@@ -110,4 +112,61 @@ describe('TransclusionService.lookupTemplate (access mapping)', () => {
     expect((items[1] as any).status).toBeUndefined();
     expect((items[2] as any).status).toBe('no_access');
   });
+
+  // Content-prep failure path: if jsonToNode throws for an accessible page, the
+  // item must degrade to not_found and NEVER return content (which would
+  // otherwise carry the source's un-stripped comment marks).
+  describe('content-prep failure → not_found', () => {
+    let jsonToNodeSpy: jest.SpyInstance;
+
+    afterEach(() => {
+      jsonToNodeSpy?.mockRestore();
+    });
+
+    it('maps to not_found and returns no content when jsonToNode throws', async () => {
+      // The page is accessible and present, but content preparation blows up.
+      jsonToNodeSpy = jest
+        .spyOn(collabUtil, 'jsonToNode')
+        .mockImplementation(() => {
+          throw new Error('boom');
+        });
+
+      const contentWithComment = {
+        type: 'doc',
+        content: [
+          {
+            type: 'paragraph',
+            content: [
+              {
+                type: 'text',
+                text: 'secret',
+                marks: [{ type: 'comment', attrs: { commentId: 'leak' } }],
+              },
+            ],
+          },
+        ],
+      };
+
+      const { service } = makeService({
+        accessibleIds: ['p1'],
+        pages: [
+          {
+            id: 'p1',
+            title: 'T',
+            icon: null,
+            content: contentWithComment,
+            updatedAt: now,
+          },
+        ],
+      });
+
+      // Silence the service's error logger for the expected throw.
+      jest.spyOn((service as any).logger, 'error').mockImplementation(() => {});
+
+      const { items } = await service.lookupTemplate(['p1'], 'u1', 'w1');
+      expect(items).toEqual([{ sourcePageId: 'p1', status: 'not_found' }]);
+      // Crucially: no content field, so no comment mark can leak.
+      expect((items[0] as any).content).toBeUndefined();
+    });
+  });
 });

apps/server/src/core/page/transclusion/spec/page-template.controller.spec.ts

@@ -1,7 +1,10 @@
 import { Test } from '@nestjs/testing';
 import { ForbiddenException, NotFoundException } from '@nestjs/common';
+import { plainToInstance } from 'class-transformer';
+import { validate } from 'class-validator';
 import { PageTemplateController } from '../page-template.controller';
 import { TransclusionService } from '../transclusion.service';
+import { TemplateLookupDto } from '../dto/template-lookup.dto';
 import { PageRepo } from '@docmost/db/repos/page/page.repo';
 import { PageAccessService } from '../../page-access/page-access.service';
 import { JwtAuthGuard } from '../../../../common/guards/jwt-auth.guard';
@@ -90,4 +93,52 @@ describe('PageTemplateController.toggleTemplate', () => {
     );
     expect(out).toEqual({ pageId: 'p1', isTemplate: false });
   });
+
+  it('lookup forwards dto.sourcePageIds + user.id + user.workspaceId to the service', async () => {
+    const expected = { items: [] };
+    (transclusionService.lookupTemplate as jest.Mock).mockResolvedValue(
+      expected,
+    );
+
+    const dto = { sourcePageIds: ['s1', 's2'] } as any;
+    const out = await controller.lookup(dto, user);
+
+    expect(transclusionService.lookupTemplate).toHaveBeenCalledWith(
+      ['s1', 's2'],
+      'u1', // user.id
+      'w1', // user.workspaceId
+    );
+    expect(out).toBe(expected);
+  });
+});
+
+describe('TemplateLookupDto validation (class-validator)', () => {
+  const uuid = (n: number) =>
+    `00000000-0000-4000-8000-${String(n).padStart(12, '0')}`;
+
+  it('accepts an array of <=50 valid UUIDs', async () => {
+    const dto = plainToInstance(TemplateLookupDto, {
+      sourcePageIds: [uuid(1), uuid(2)],
+    });
+    const errors = await validate(dto);
+    expect(errors).toHaveLength(0);
+  });
+
+  it('rejects an over-cap array (ArrayMaxSize 50)', async () => {
+    const dto = plainToInstance(TemplateLookupDto, {
+      sourcePageIds: Array.from({ length: 51 }, (_, i) => uuid(i)),
+    });
+    const errors = await validate(dto);
+    expect(errors).toHaveLength(1);
+    expect(errors[0].constraints).toHaveProperty('arrayMaxSize');
+  });
+
+  it('rejects a non-UUID member (IsUUID each)', async () => {
+    const dto = plainToInstance(TemplateLookupDto, {
+      sourcePageIds: [uuid(1), 'not-a-uuid'],
+    });
+    const errors = await validate(dto);
+    expect(errors).toHaveLength(1);
+    expect(errors[0].constraints).toHaveProperty('isUuid');
+  });
 });

apps/server/src/core/page/transclusion/spec/transclusion-unsync-html-embed.spec.ts

@@ -56,6 +56,7 @@ function buildService(featureEnabled = true) {
     {} as any, // db (unused on this path)
     pageTransclusionsRepo as any,
     pageTransclusionReferencesRepo as any,
+    {} as any, // pageTemplateReferencesRepo (unused on this path)
     pageRepo as any,
     {} as any, // pagePermissionRepo (unused)
     {} as any, // spaceMemberRepo (unused)

apps/server/src/core/share/share-html-embed.spec.ts

@@ -131,3 +131,131 @@ describe('ShareService htmlEmbed server-authoritative kill-switch (real code)',
     expect(hasHtmlEmbedNode(out)).toBe(true);
   });
 });
+
+// Exercises the REAL ShareService.lookupTransclusionForShare post-processing for
+// the share-served transclusion path: the same server-authoritative htmlEmbed
+// kill-switch must apply to each transcluded item's content, and a not_found
+// item must never be run through prepareContentForShare (so its absent content
+// can't be serialized/leaked). The access graph (shareRepo / isSharingAllowed /
+// getShareForPage / restricted-ancestor) is stubbed so the strip/serve mapping
+// runs deterministically; lookupWithAccessSet is mocked to control the items.
+describe('ShareService.lookupTransclusionForShare htmlEmbed kill-switch (real code)', () => {
+  const SHARE = 'share-1';
+  const SPACE = 'space-1';
+  const SRC = 'src-page';
+
+  function buildTransclusionService(opts: {
+    htmlEmbed?: boolean | undefined;
+    items: any[];
+  }) {
+    const shareRepo = {
+      findById: jest.fn(async () => ({
+        id: SHARE,
+        workspaceId: WS,
+        spaceId: SPACE,
+      })),
+    };
+    const pageRepo = { findById: jest.fn() };
+    const pagePermissionRepo = {
+      hasRestrictedAncestor: jest.fn(async () => false),
+    };
+    const tokenService = {
+      generateAttachmentToken: jest.fn(async () => 'tok'),
+    };
+    const lookupWithAccessSet = jest.fn(async () => ({ items: opts.items }));
+    const transclusionService = { lookupWithAccessSet };
+    const workspaceRepo = {
+      findById: jest.fn(async () => ({
+        id: WS,
+        settings: { htmlEmbed: opts.htmlEmbed },
+      })),
+    };
+
+    const service = new ShareService(
+      shareRepo as any,
+      pageRepo as any,
+      pagePermissionRepo as any,
+      {} as any, // db (unused — isSharingAllowed stubbed below)
+      tokenService as any,
+      transclusionService as any,
+      workspaceRepo as any,
+    );
+
+    // isSharingAllowed and getShareForPage hit the raw db; stub them so the
+    // access chain resolves SRC as reachable and prepareContentForShare runs.
+    jest.spyOn(service, 'isSharingAllowed').mockResolvedValue(true);
+    jest
+      .spyOn(service, 'getShareForPage')
+      .mockResolvedValue({ pageId: SRC, spaceId: SPACE, id: 's2' } as any);
+
+    return { service, transclusionService, lookupWithAccessSet };
+  }
+
+  const transcludedItemWithEmbed = () => ({
+    sourcePageId: SRC,
+    transclusionId: 't1',
+    content: {
+      type: 'doc',
+      content: [
+        { type: 'paragraph', content: [{ type: 'text', text: 'block body' }] },
+        { type: 'htmlEmbed', attrs: { source: '<script>t()</script>' } },
+      ],
+    },
+    sourceUpdatedAt: new Date('2026-06-20T00:00:00.000Z'),
+  });
+
+  const refs = [{ sourcePageId: SRC, transclusionId: 't1' }];
+
+  it('toggle OFF: strips htmlEmbed from each transcluded item content', async () => {
+    const { service } = buildTransclusionService({
+      htmlEmbed: false,
+      items: [transcludedItemWithEmbed()],
+    });
+
+    const { items } = await service.lookupTransclusionForShare(SHARE, refs, WS);
+    expect(items).toHaveLength(1);
+    const item = items[0] as any;
+    expect(item.status).toBeUndefined();
+    expect(hasHtmlEmbedNode(item.content)).toBe(false);
+    // Non-embed body of the transcluded block is preserved.
+    expect(JSON.stringify(item.content)).toContain('block body');
+  });
+
+  it('toggle ON: serves htmlEmbed in the transcluded item content', async () => {
+    const { service } = buildTransclusionService({
+      htmlEmbed: true,
+      items: [transcludedItemWithEmbed()],
+    });
+
+    const { items } = await service.lookupTransclusionForShare(SHARE, refs, WS);
+    const item = items[0] as any;
+    expect(item.status).toBeUndefined();
+    expect(hasHtmlEmbedNode(item.content)).toBe(true);
+    expect(JSON.stringify(item.content)).toContain('block body');
+  });
+
+  it('a not_found item is NOT run through prepareContentForShare (no token minting)', async () => {
+    const notFoundItem = {
+      sourcePageId: SRC,
+      transclusionId: 't1',
+      status: 'not_found' as const,
+    };
+    const { service } = buildTransclusionService({
+      htmlEmbed: true,
+      items: [notFoundItem],
+    });
+    // tokenService is reachable via the service; spy on it to assert it is never
+    // touched for a status item (prepareContentForShare mints tokens).
+    const tokenSpy = jest.spyOn(
+      (service as any).tokenService,
+      'generateAttachmentToken',
+    );
+
+    const { items } = await service.lookupTransclusionForShare(SHARE, refs, WS);
+    // not_found is collapsed to no_access for share viewers and carries NO content.
+    const item = items[0] as any;
+    expect(item.status).toBe('no_access');
+    expect(item.content).toBeUndefined();
+    expect(tokenSpy).not.toHaveBeenCalled();
+  });
+});

apps/server/src/core/workspace/services/workspace-html-embed.spec.ts

@@ -0,0 +1,111 @@
+import { WorkspaceService } from './workspace.service';
+
+/**
+ * Exercises the REAL WorkspaceService.update htmlEmbed-toggle persistence at the
+ * service seam: an update carrying `htmlEmbed` must call
+ * `workspaceRepo.updateSetting(workspaceId, 'htmlEmbed', value, trx)`, and an
+ * update WITHOUT it must not touch that setting. The repo, db transaction, and
+ * audit service are mocked; `executeTx` runs the callback against a fake trx.
+ *
+ * DEFERRED (DB-only): the "does not clobber sibling settings" guarantee is a
+ * jsonb merge property of `updateSetting`'s SQL and needs a real Postgres to
+ * assert. This spec only asserts the service-level CALL SHAPE.
+ */
+describe('WorkspaceService.update — htmlEmbed toggle persistence (real code)', () => {
+  function buildService(opts: { settingsBefore?: Record<string, any> }) {
+    const updateSetting = jest.fn().mockResolvedValue(undefined);
+    const updateWorkspace = jest.fn().mockResolvedValue(undefined);
+    const workspaceRepo = {
+      // First call: read settingsBefore. Second call: return the updated
+      // workspace (must include a licenseKey because update() destructures it).
+      findById: jest
+        .fn()
+        .mockResolvedValueOnce({ id: 'w1', settings: opts.settingsBefore ?? {} })
+        .mockResolvedValueOnce({ id: 'w1', name: 'WS', licenseKey: null }),
+      updateSetting,
+      updateWorkspace,
+    };
+
+    // Fake kysely db: only .transaction().execute(cb) is used on this path.
+    const db = {
+      transaction: jest.fn(() => ({
+        execute: jest.fn(async (cb: any) => cb({ __trx: true })),
+      })),
+    };
+
+    const auditService = { log: jest.fn() };
+
+    const service = new WorkspaceService(
+      workspaceRepo as any, // workspaceRepo
+      {} as any, // spaceService
+      {} as any, // spaceMemberService
+      {} as any, // groupRepo
+      {} as any, // groupUserRepo
+      {} as any, // userRepo
+      {} as any, // environmentService
+      {} as any, // domainService
+      {} as any, // licenseCheckService
+      {} as any, // shareRepo
+      {} as any, // watcherRepo
+      {} as any, // favoriteRepo
+      db as any, // db (InjectKysely)
+      {} as any, // attachmentQueue
+      {} as any, // billingQueue
+      {} as any, // aiQueue
+      auditService as any, // auditService
+      {} as any, // userSessionRepo
+    );
+
+    return { service, workspaceRepo, updateSetting, auditService };
+  }
+
+  it('persists htmlEmbed:true via updateSetting with the htmlEmbed key', async () => {
+    const { service, updateSetting } = buildService({});
+
+    await service.update('w1', { htmlEmbed: true } as any);
+
+    expect(updateSetting).toHaveBeenCalledTimes(1);
+    expect(updateSetting).toHaveBeenCalledWith(
+      'w1',
+      'htmlEmbed',
+      true,
+      expect.anything(), // the transaction handle
+    );
+  });
+
+  it('persists htmlEmbed:false (explicit disable is not dropped)', async () => {
+    const { service, updateSetting } = buildService({
+      settingsBefore: { htmlEmbed: true },
+    });
+
+    await service.update('w1', { htmlEmbed: false } as any);
+
+    expect(updateSetting).toHaveBeenCalledWith(
+      'w1',
+      'htmlEmbed',
+      false,
+      expect.anything(),
+    );
+  });
+
+  it('does NOT call updateSetting when htmlEmbed is undefined in the dto', async () => {
+    const { service, updateSetting } = buildService({});
+
+    await service.update('w1', { name: 'New name' } as any);
+
+    expect(updateSetting).not.toHaveBeenCalled();
+  });
+
+  it('audits the htmlEmbed change (before/after) when the value actually changes', async () => {
+    const { service, auditService } = buildService({
+      settingsBefore: { htmlEmbed: false },
+    });
+
+    await service.update('w1', { htmlEmbed: true } as any);
+
+    expect(auditService.log).toHaveBeenCalledTimes(1);
+    const logged = auditService.log.mock.calls[0][0];
+    expect(logged.changes.before.htmlEmbed).toBe(false);
+    expect(logged.changes.after.htmlEmbed).toBe(true);
+  });
+});

apps/server/src/database/repos/ai-agent-roles/ai-agent-roles.repo.ts

@@ -132,7 +132,7 @@ export class AiAgentRoleRepo {
  * generated column type is the broad `JsonValue` union, which a concrete object
  * type is not structurally assignable to.
  */
-function jsonbObject(value: ModelConfigValue | undefined) {
+export function jsonbObject(value: ModelConfigValue | undefined) {
   if (value === null || value === undefined || Object.keys(value).length === 0) {
     return null;
   }

apps/server/src/integrations/ai/ai-error.util.spec.ts

@@ -58,4 +58,26 @@ describe('describeProviderError', () => {
     // 'e | response body: ' + 300 chars + '…'
     expect(out.length).toBeLessThan('e | response body: '.length + 305);
   });
+
+  it('uses the fallback for a numeric or boolean (non-object, non-string) error', () => {
+    // typeof number / boolean is neither 'object' nor a non-empty 'string', so
+    // the early branch returns the fallback verbatim.
+    expect(describeProviderError(500, 'AI stream error')).toBe('AI stream error');
+    expect(describeProviderError(0, 'AI stream error')).toBe('AI stream error');
+    expect(describeProviderError(true)).toBe('Unknown error');
+    expect(describeProviderError(false, 'fb')).toBe('fb');
+  });
+
+  it('statusCode present but message undefined => "<code>:" with no trailing space', () => {
+    // `${code}: ${undefined ?? ''}`.trim() collapses to just "<code>:".
+    expect(describeProviderError({ statusCode: 503 })).toBe('503:');
+    // The trailing space after the colon is trimmed away.
+    expect(describeProviderError({ statusCode: 503 }).endsWith(': ')).toBe(false);
+  });
+
+  it('object with neither message nor statusCode nor body => fallback', () => {
+    expect(describeProviderError({}, 'AI stream error')).toBe('AI stream error');
+    // An object carrying only unrelated keys is still treated as message-less.
+    expect(describeProviderError({ foo: 'bar' } as never)).toBe('Unknown error');
+  });
 });

apps/server/src/integrations/ai/ai.service.spec.ts

@@ -171,4 +171,117 @@ describe('AiService.getChatModel role model override', () => {
     expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
     expect(secretBox.decryptSecret).not.toHaveBeenCalled();
   });
+
+  /**
+   * Build a service whose workspace driver is ollama (no apiKey, with a baseUrl).
+   * Complements makeService (which configures openai) for the same-driver and
+   * not-configured ollama cases.
+   */
+  function makeOllamaService(over: { baseUrl?: string } = {}) {
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: 'ollama',
+        chatModel: 'llama3',
+        apiKey: undefined,
+        baseUrl: over.baseUrl ?? 'http://localhost:11434/v1',
+      }),
+    };
+    const aiProviderCredentialsRepo = { find: jest.fn() };
+    const secretBox = { decryptSecret: jest.fn() };
+    const service = new AiService(
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiSettings as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiProviderCredentialsRepo as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      secretBox as any,
+    );
+    return { service, aiSettings, aiProviderCredentialsRepo, secretBox };
+  }
+
+  it('same-driver ollama override (workspace driver=ollama): reuses the workspace ollama baseUrl, no creds lookup/decrypt', async () => {
+    // Workspace driver IS ollama. A role that overrides to ollama (same driver)
+    // legitimately reuses the workspace's configured ollama endpoint — it must
+    // NOT hit the cross-driver 503 path, NOT query ai_provider_credentials, and
+    // NOT decrypt anything (ollama needs no key).
+    const { service, aiProviderCredentialsRepo, secretBox } = makeOllamaService();
+
+    const model = await service.getChatModel('ws-1', {
+      driver: 'ollama',
+      chatModel: 'llama3.1',
+      roleName: 'Local',
+    });
+
+    expect(model).toBeDefined();
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+    expect(secretBox.decryptSecret).not.toHaveBeenCalled();
+  });
+
+  it('chatModel-only override on an ollama workspace: reuses the workspace ollama baseUrl, no creds lookup', async () => {
+    // No override.driver on an ollama workspace => the workspace ollama driver +
+    // baseUrl are reused; no creds lookup, no decrypt (the cheap public-share
+    // model-only override path against an ollama workspace).
+    const { service, aiProviderCredentialsRepo, secretBox } = makeOllamaService();
+
+    const model = await service.getChatModel('ws-1', { chatModel: 'mistral' });
+
+    expect(model).toBeDefined();
+    expect(aiProviderCredentialsRepo.find).not.toHaveBeenCalled();
+    expect(secretBox.decryptSecret).not.toHaveBeenCalled();
+  });
+
+  it('blank chatModel guard: workspace has a driver but a blank chatModel and no override chatModel => AiNotConfiguredException', async () => {
+    // cfg.driver passes the first guard, but cfg.chatModel is blank and the
+    // override carries no chatModel, so the effective chatModel is empty.
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: 'openai',
+        chatModel: '',
+        apiKey: 'workspace-key',
+        baseUrl: undefined,
+      }),
+    };
+    const aiProviderCredentialsRepo = { find: jest.fn() };
+    const secretBox = { decryptSecret: jest.fn() };
+    const service = new AiService(
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiSettings as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiProviderCredentialsRepo as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      secretBox as any,
+    );
+
+    await expect(
+      // Override has only a roleName, no chatModel to fill the blank.
+      service.getChatModel('ws-1', { roleName: 'Writer' }),
+    ).rejects.toBeInstanceOf(AiNotConfiguredException);
+  });
+
+  it('non-ollama driver with a missing apiKey => AiNotConfiguredException', async () => {
+    // Workspace is openai (non-ollama) with a model but NO apiKey: the combined
+    // `driver !== ollama && !apiKey` guard must 503.
+    const aiSettings = {
+      resolve: jest.fn().mockResolvedValue({
+        driver: 'openai',
+        chatModel: 'gpt-4o-mini',
+        apiKey: undefined,
+        baseUrl: undefined,
+      }),
+    };
+    const aiProviderCredentialsRepo = { find: jest.fn() };
+    const secretBox = { decryptSecret: jest.fn() };
+    const service = new AiService(
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiSettings as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      aiProviderCredentialsRepo as any,
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      secretBox as any,
+    );
+
+    await expect(service.getChatModel('ws-1')).rejects.toBeInstanceOf(
+      AiNotConfiguredException,
+    );
+  });
 });

apps/server/src/integrations/mcp/mcp-auth.helpers.ts

@@ -5,6 +5,7 @@
 // the Authorization header.
 import { UnauthorizedException } from '@nestjs/common';
 import { timingSafeEqual } from 'node:crypto';
+import { isInitializeRequest } from '@modelcontextprotocol/sdk/types.js';
 import { JwtType } from '../../core/auth/dto/jwt-payload';
 import { CREDENTIALS_MISMATCH_MESSAGE } from '../../core/auth/auth.constants';
 
@@ -291,6 +292,14 @@ export interface BearerVerifyDeps {
     workspaceId?: string;
     sessionId?: string;
   }>;
+  // The workspace id of THIS MCP instance, when the caller can resolve it (the
+  // community build is single-workspace, so McpService passes its default
+  // workspace's id). When provided, the token's `workspaceId` claim MUST equal
+  // it, mirroring JwtStrategy's `req.raw.workspaceId !== payload.workspaceId`
+  // guard so a valid ACCESS token from a DIFFERENT workspace cannot be replayed
+  // against this instance in a multi-workspace deployment. Optional so callers /
+  // tests that genuinely cannot resolve an instance workspace are unchanged.
+  expectedWorkspaceId?: string;
   // Load the user (or undefined) for the disabled check.
   findUser: (
     sub: string,
@@ -321,6 +330,19 @@ export async function verifyBearerAccess(
     throw new UnauthorizedException(generic);
   }
 
+  // Bind the token to THIS instance's workspace (mirrors JwtStrategy). When the
+  // caller resolved an instance workspace id, a token whose `workspaceId` claim
+  // points at another workspace is rejected, so a valid ACCESS token minted in
+  // workspace B cannot be replayed against an MCP instance serving workspace A.
+  // In the single-workspace community build expectedWorkspaceId equals the only
+  // workspace, so this is a no-op there; it only bites a multi-workspace deploy.
+  if (
+    deps.expectedWorkspaceId &&
+    payload.workspaceId !== deps.expectedWorkspaceId
+  ) {
+    throw new UnauthorizedException(generic);
+  }
+
   const user = await deps.findUser(payload.sub, payload.workspaceId);
   if (!user || user.deactivatedAt || user.deletedAt) {
     throw new UnauthorizedException(generic);
@@ -342,21 +364,129 @@ export async function verifyBearerAccess(
 
 /**
  * Detect a genuine JSON-RPC `initialize` request from an already-parsed body.
- * Mirrors the @modelcontextprotocol/sdk `isInitializeRequest` signal that
- * packages/mcp/src/http.ts uses to decide whether to mint a session, but
- * framework/SDK-free so it is unit-testable and usable from the CommonJS
- * McpService. An initialize request is a single JSON-RPC object whose `method`
- * is exactly 'initialize'; a batch (array) body is never an initialize request.
+ * Delegates to the @modelcontextprotocol/sdk `isInitializeRequest` predicate —
+ * the SAME predicate packages/mcp/src/http.ts uses to decide whether to mint a
+ * session — so the session-minting side (this server) and the session-creating
+ * side (http.ts) agree EXACTLY on what counts as an initialize request. The SDK
+ * predicate validates the full InitializeRequest shape (jsonrpc, id, method ===
+ * 'initialize', params incl. protocolVersion); a bare `{ method: 'initialize' }`
+ * with no params, a batch (array) body, etc. are NOT initialize requests.
  *
  * This is the second half of the session-INIT decision: `isSessionInit` is
- * (no `mcp-session-id` header) AND `isInitializeRequestBody(body)`. Using it
- * ensures the side-effecting login() (user_sessions insert + USER_LOGIN audit +
- * lastLoginAt) only runs for a real initialize, never for an arbitrary
- * header-less request that http.ts will subsequently 400.
+ * (no `mcp-session-id` header) AND `isInitializeRequestBody(body)`. Matching the
+ * SDK predicate exactly ensures the side-effecting login() (user_sessions insert
+ * + USER_LOGIN audit + lastLoginAt) only runs for a request http.ts will also
+ * accept as an initialize — never for an arbitrary header-less request that
+ * http.ts would subsequently 400 (which would otherwise spam the audit log /
+ * grow user_sessions without ever creating an MCP session).
  */
 export function isInitializeRequestBody(body: unknown): boolean {
-  if (!body || typeof body !== 'object' || Array.isArray(body)) return false;
-  return (body as { method?: unknown }).method === 'initialize';
+  return isInitializeRequest(body);
+}
+
+/**
+ * The outcome of McpService.handle's pre-hijack gauntlet, as a pure value the
+ * caller acts on. Either send a JSON error with a fixed status (`respond`), or
+ * proceed to hijack the response and delegate to the MCP transport (`hijack`).
+ * Keeping this a pure decision (no FastifyReply, no res.hijack) makes the
+ * status/body mapping unit-testable, and guarantees no error path can leak the
+ * password or Authorization header — the body is only ever a fixed string or the
+ * UnauthorizedException's own message.
+ */
+export type McpHandleDecision =
+  | { kind: 'respond'; status: number; body: { error: string } }
+  | { kind: 'hijack' };
+
+/**
+ * Pure mapping of McpService.handle's auth/enablement gauntlet to a response
+ * decision. Precedence mirrors handle():
+ *   1. shared X-MCP-Token mismatch -> 401 {error:'Unauthorized'} (no hijack).
+ *   2. workspace MCP disabled      -> 403 {error:'MCP is disabled ...'}.
+ *   3. resolveSessionConfig threw:
+ *        - an UnauthorizedException -> 401 with err.message (a SPECIFIC reason;
+ *          never the password/header — the message is the only thing surfaced).
+ *        - any other error          -> 500 generic 'Internal server error'.
+ *   4. otherwise (auth resolved)   -> hijack and delegate to the transport.
+ */
+export function mapAuthResultToResponse(input: {
+  sharedTokenOk: boolean;
+  enabled: boolean;
+  error?: unknown;
+}): McpHandleDecision {
+  if (!input.sharedTokenOk) {
+    return { kind: 'respond', status: 401, body: { error: 'Unauthorized' } };
+  }
+
+  if (!input.enabled) {
+    return {
+      kind: 'respond',
+      status: 403,
+      body: { error: 'MCP is disabled for this workspace' },
+    };
+  }
+
+  if (input.error !== undefined) {
+    if (input.error instanceof UnauthorizedException) {
+      return {
+        kind: 'respond',
+        status: 401,
+        body: { error: input.error.message },
+      };
+    }
+    return {
+      kind: 'respond',
+      status: 500,
+      body: { error: 'Internal server error' },
+    };
+  }
+
+  return { kind: 'hijack' };
+}
+
+// Result of the EE MFA module's requirement check for the Basic gate. Both
+// flags absent/false means MFA does not block the password login.
+export interface BasicGateMfaResult {
+  userHasMfa?: boolean;
+  requiresMfaSetup?: boolean;
+}
+
+/**
+ * Pure decision logic for the /mcp HTTP-Basic pre-token gate, replicating EXACTLY
+ * what AuthController.login enforces before issuing a token, so the Basic path is
+ * not an SSO/MFA bypass. Framework-free (no ModuleRef, no on-disk EE MFA module)
+ * so the SSO/MFA decision is unit-testable in isolation:
+ *
+ *   - `ssoEnforced` true  -> throw Unauthorized ("enforced SSO"); a password
+ *      login is not allowed on an SSO-enforced workspace.
+ *   - otherwise, `mfa` is the EE MFA module's requirement result (or undefined
+ *      when no EE MFA module is bundled — a community/fork build). If MFA is
+ *      present and the user has MFA enabled OR needs MFA setup, throw Unauthorized
+ *      telling the caller to use a Bearer access token (Basic cannot complete MFA).
+ *   - no SSO + no MFA gate -> resolve (the Basic login is allowed to proceed).
+ *
+ * McpService.enforceBasicLoginGate wires the concrete `validateSsoEnforcement`
+ * result and the lazily-loaded MFA module result into this, so the gate decision
+ * itself carries no framework dependencies. Throws UnauthorizedException on
+ * rejection (surfaced as a clean 401); never logs the password.
+ */
+export function decideBasicGate(input: {
+  ssoEnforced: boolean;
+  mfa?: BasicGateMfaResult;
+}): void {
+  if (input.ssoEnforced) {
+    throw new UnauthorizedException(
+      'This workspace has enforced SSO login. Use SSO; MCP HTTP Basic is not allowed.',
+    );
+  }
+
+  const mfa = input.mfa;
+  if (mfa && (mfa.userHasMfa || mfa.requiresMfaSetup)) {
+    throw new UnauthorizedException(
+      'This account requires multi-factor authentication. MCP HTTP Basic ' +
+        'cannot complete MFA — log in normally and use a Bearer access token ' +
+        'instead.',
+    );
+  }
 }
 
 /** Extract a Bearer token from an Authorization header (case-insensitive). */

apps/server/src/integrations/mcp/mcp-basic-login-gate.spec.ts

@@ -0,0 +1,259 @@
+import { UnauthorizedException } from '@nestjs/common';
+
+// ---------------------------------------------------------------------------
+// These tests exercise the REAL McpService.enforceBasicLoginGate (the pre-token
+// SSO/MFA gate on the /mcp HTTP-Basic path). Unlike the resolveMcpSessionConfig
+// tests in mcp.service.spec.ts — which STUB the gate and only assert it runs
+// before login()/verifyCredentials — here the gate logic is instantiated for
+// real and only its LEAF dependencies are mocked:
+//   - the workspace object (plain object with/without enforceSso),
+//   - the user credentials (plain object),
+//   - the lazily-required EE MFA module (jest.mock with { virtual: true } so we
+//     can simulate BOTH "bundled" and "not bundled" community-build states),
+//   - the injected MfaService instance (via a stub moduleRef).
+//
+// McpService cannot normally be imported under jest because it imports
+// AuthService, which drags in the React email-template graph
+// (@docmost/transactional/emails/*) that the jest moduleNameMapper does not
+// resolve. We therefore mock the heavy collaborator modules (auth.service,
+// token.service, the @docmost/db repos and mcp-auth.helpers) at the module
+// level so importing mcp.service.ts succeeds. None of those are touched by the
+// gate itself, so the gate runs unmodified against the real code path.
+// ---------------------------------------------------------------------------
+
+// The EE MFA module specifier the jest.mock below intercepts MUST be
+// byte-for-byte the specifier that mcp.service.ts lazily require()s
+// ('./../../ee/mfa/services/mfa.service'). jest.mock is hoisted above all
+// non-hoisted code, so the path is inlined as a literal in the call below
+// rather than referenced through a const (which would not yet be initialised).
+// `{ virtual: true }` is required because the EE module does not exist in this
+// OSS build (there is no src/ee directory) — without it jest cannot register a
+// mock for a path it cannot resolve on disk.
+
+// Mutable handle the virtual mock factory reads, so each test can decide whether
+// the EE module is "bundled" (factory returns a MfaService class) or "not
+// bundled" (factory throws, mimicking the require() failing on a community
+// build). jest.mock is hoisted, so the factory must close over this lazily.
+let mfaModuleState: { bundled: boolean; checkMfaRequirements?: jest.Mock } = {
+  bundled: false,
+};
+
+jest.mock(
+  './../../ee/mfa/services/mfa.service',
+  () => {
+    if (!mfaModuleState.bundled) {
+      // Simulate a community/fork build with no EE MFA module: the real
+      // require() throws, which the gate catches as the "no MFA gate" path.
+      throw new Error('Cannot find module (EE MFA not bundled)');
+    }
+    // "Bundled" build: expose a MfaService class token. The actual instance the
+    // gate calls is resolved through moduleRef.get(MfaModule.MfaService), which
+    // our stub moduleRef returns regardless of the token identity.
+    class MfaService {}
+    return { MfaService };
+  },
+  { virtual: true },
+);
+
+// --- Mock the heavy collaborator modules so importing mcp.service succeeds. ---
+// The gate never calls into these; they exist only to satisfy the import graph.
+jest.mock('../../core/auth/services/auth.service', () => ({
+  AuthService: class AuthService {},
+}));
+jest.mock('../../core/auth/services/token.service', () => ({
+  TokenService: class TokenService {},
+}));
+jest.mock('@docmost/db/repos/workspace/workspace.repo', () => ({
+  WorkspaceRepo: class WorkspaceRepo {},
+}));
+jest.mock('@docmost/db/repos/user/user.repo', () => ({
+  UserRepo: class UserRepo {},
+}));
+jest.mock('@docmost/db/repos/session/user-session.repo', () => ({
+  UserSessionRepo: class UserSessionRepo {},
+}));
+// mcp-auth.helpers exports runtime values the gate relies on (decideBasicGate,
+// mapAuthResultToResponse, etc.). Keep the REAL helpers so the gate exercises
+// real logic; only stub FailedLoginLimiter so its constructor runs without a
+// real sweep timer. The module is framework-free and loads cleanly under jest
+// (mcp.service.spec.ts already imports it directly), so requireActual is safe.
+jest.mock('./mcp-auth.helpers', () => {
+  const actual = jest.requireActual('./mcp-auth.helpers');
+  return {
+    ...actual,
+    FailedLoginLimiter: class FailedLoginLimiter {
+      sweep() {}
+    },
+  };
+});
+
+// Import AFTER the mocks are registered.
+// eslint-disable-next-line @typescript-eslint/no-require-imports
+import { McpService } from './mcp.service';
+
+type GateCreds = { email: string; password: string };
+
+// Build an McpService instance with stubbed constructor deps. We never call the
+// auth/db collaborators from the gate, so undefined stand-ins are fine for all
+// but moduleRef, which the MFA branch reads.
+function makeService(opts: {
+  checkMfaRequirements?: jest.Mock;
+}): { service: McpService; gate: (ws: unknown, creds: GateCreds) => Promise<void> } {
+  // Stub moduleRef.get -> returns an object whose checkMfaRequirements is the
+  // provided mock. The gate calls moduleRef.get(MfaModule.MfaService).
+  const moduleRef = {
+    get: jest.fn().mockReturnValue({
+      checkMfaRequirements:
+        opts.checkMfaRequirements ?? jest.fn().mockResolvedValue(undefined),
+    }),
+  };
+
+  const service = new McpService(
+    undefined as never, // environmentService
+    undefined as never, // workspaceRepo
+    undefined as never, // authService
+    undefined as never, // tokenService
+    undefined as never, // userRepo
+    undefined as never, // userSessionRepo
+    moduleRef as never, // moduleRef (read by the MFA branch)
+  );
+  // Stop the constructor's unref'd sweep timer leaking across tests.
+  service.onModuleDestroy();
+
+  // enforceBasicLoginGate is private; reach it through the instance. Calling the
+  // REAL method (not a stub) is the whole point of this suite.
+  const gate = (
+    service as unknown as {
+      enforceBasicLoginGate: (ws: unknown, creds: GateCreds) => Promise<void>;
+    }
+  ).enforceBasicLoginGate.bind(service);
+
+  return { service, gate };
+}
+
+const CREDS: GateCreds = { email: 'user@example.com', password: 'pw' };
+
+describe('McpService.enforceBasicLoginGate (REAL gate, leaf deps mocked)', () => {
+  beforeEach(() => {
+    // Reset to the community-build default (no EE module) before each test.
+    mfaModuleState = { bundled: false };
+    jest.clearAllMocks();
+  });
+
+  describe('SSO enforcement (validateSsoEnforcement)', () => {
+    it('rejects with Unauthorized when the workspace enforces SSO, before any MFA/login', async () => {
+      const { gate } = makeService({});
+      const workspace = { id: 'ws-1', enforceSso: true };
+
+      await expect(gate(workspace, CREDS)).rejects.toBeInstanceOf(
+        UnauthorizedException,
+      );
+      // The /mcp 401 surfaces an SSO-specific message (not a generic MCP error).
+      await expect(gate(workspace, CREDS)).rejects.toThrow(/enforced SSO/i);
+    });
+
+    it('does NOT consult the MFA module when SSO is enforced (gate short-circuits)', async () => {
+      // Even if the EE module WERE bundled, the SSO branch throws first, so the
+      // moduleRef MFA lookup must never run.
+      mfaModuleState = {
+        bundled: true,
+        checkMfaRequirements: jest.fn(),
+      };
+      const { service, gate } = makeService({
+        checkMfaRequirements: mfaModuleState.checkMfaRequirements,
+      });
+      const moduleRefGet = (
+        service as unknown as { moduleRef: { get: jest.Mock } }
+      ).moduleRef.get;
+
+      await expect(
+        gate({ id: 'ws-1', enforceSso: true }, CREDS),
+      ).rejects.toThrow(/enforced SSO/i);
+      // The SSO branch fired before the MFA require/lookup.
+      expect(moduleRefGet).not.toHaveBeenCalled();
+      expect(mfaModuleState.checkMfaRequirements).not.toHaveBeenCalled();
+    });
+  });
+
+  describe('community build: EE MFA module NOT bundled', () => {
+    it('passes (no throw) when SSO is not enforced and the lazy require fails (no MFA gate)', async () => {
+      // mfaModuleState.bundled === false -> the virtual mock factory throws,
+      // exactly like require() of a missing EE module on a community build.
+      const { service, gate } = makeService({});
+      const moduleRefGet = (
+        service as unknown as { moduleRef: { get: jest.Mock } }
+      ).moduleRef.get;
+
+      await expect(
+        gate({ id: 'ws-1', enforceSso: false }, CREDS),
+      ).resolves.toBeUndefined();
+      // The require() failed, so the gate returned before touching moduleRef.
+      expect(moduleRefGet).not.toHaveBeenCalled();
+    });
+  });
+
+  describe('EE MFA module bundled', () => {
+    it('rejects with a "use a Bearer token" signal when the user has MFA enabled', async () => {
+      const check = jest.fn().mockResolvedValue({
+        userHasMfa: true,
+        requiresMfaSetup: false,
+      });
+      mfaModuleState = { bundled: true, checkMfaRequirements: check };
+      const { gate } = makeService({ checkMfaRequirements: check });
+
+      const promise = gate({ id: 'ws-1', enforceSso: false }, CREDS);
+      await expect(promise).rejects.toBeInstanceOf(UnauthorizedException);
+      await expect(
+        gate({ id: 'ws-1', enforceSso: false }, CREDS),
+      ).rejects.toThrow(/Bearer access token/i);
+      // The real requirement check was consulted with the creds + workspace.
+      expect(check).toHaveBeenCalledWith(
+        CREDS,
+        { id: 'ws-1', enforceSso: false },
+        undefined,
+      );
+    });
+
+    it('rejects when the workspace enforces MFA (requiresMfaSetup)', async () => {
+      // requiresMfaSetup === true models a workspace that enforces MFA for a
+      // user who has not set it up yet; the Basic path cannot complete it.
+      const check = jest.fn().mockResolvedValue({
+        userHasMfa: false,
+        requiresMfaSetup: true,
+      });
+      mfaModuleState = { bundled: true, checkMfaRequirements: check };
+      const { gate } = makeService({ checkMfaRequirements: check });
+
+      await expect(
+        gate({ id: 'ws-1', enforceSso: false }, CREDS),
+      ).rejects.toThrow(/Bearer access token/i);
+    });
+
+    it('passes when the user has no MFA and the workspace does not enforce it', async () => {
+      const check = jest.fn().mockResolvedValue({
+        userHasMfa: false,
+        requiresMfaSetup: false,
+      });
+      mfaModuleState = { bundled: true, checkMfaRequirements: check };
+      const { gate } = makeService({ checkMfaRequirements: check });
+
+      await expect(
+        gate({ id: 'ws-1', enforceSso: false }, CREDS),
+      ).resolves.toBeUndefined();
+      // The bundled module's requirement check WAS consulted (proving we took
+      // the bundled branch, not the community no-op branch).
+      expect(check).toHaveBeenCalledTimes(1);
+    });
+
+    it('passes when checkMfaRequirements returns a falsy result (no requirement flags)', async () => {
+      // Defensive: a bundled module that returns undefined must not reject.
+      const check = jest.fn().mockResolvedValue(undefined);
+      mfaModuleState = { bundled: true, checkMfaRequirements: check };
+      const { gate } = makeService({ checkMfaRequirements: check });
+
+      await expect(
+        gate({ id: 'ws-1', enforceSso: false }, CREDS),
+      ).resolves.toBeUndefined();
+    });
+  });
+});

apps/server/src/integrations/mcp/mcp.service.spec.ts

@@ -9,6 +9,9 @@ import {
   sharedTokenMatches,
   clientIp,
   bindAccessJwtVerifier,
+  extractBearer,
+  decideBasicGate,
+  mapAuthResultToResponse,
   McpAuthDeps,
 } from './mcp-auth.helpers';
 import { JwtType } from '../../core/auth/dto/jwt-payload';
@@ -79,6 +82,26 @@ describe('parseBasicAuth', () => {
   });
 });
 
+describe('extractBearer', () => {
+  it('extracts the token from a "Bearer <token>" header', () => {
+    expect(extractBearer('Bearer abc.def.ghi')).toBe('abc.def.ghi');
+  });
+
+  it('is case-insensitive on the scheme (lowercase + uppercase)', () => {
+    // The split keeps the token as-is; only the scheme is compared lowercased.
+    expect(extractBearer('bearer abc')).toBe('abc');
+    expect(extractBearer('BEARER abc')).toBe('abc');
+  });
+
+  it('returns undefined for a non-Bearer scheme (e.g. Basic)', () => {
+    expect(extractBearer('Basic abc')).toBeUndefined();
+  });
+
+  it('returns undefined for an undefined header', () => {
+    expect(extractBearer(undefined)).toBeUndefined();
+  });
+});
+
 describe('isCredentialsFailure', () => {
   it('is true for the credentials-mismatch UnauthorizedException', () => {
     expect(
@@ -185,6 +208,43 @@ describe('FailedLoginLimiter', () => {
     expect(lim.isBlocked(k, 0)).toBe(true);
     expect(lim.isBlocked(k, 1000)).toBe(false);
   });
+
+  describe('sweep (expired-bucket eviction, injectable clock)', () => {
+    // sweep() drops buckets whose windowStart is older than windowMs so
+    // never-revisited keys cannot accumulate forever. It takes an injectable
+    // `now` so the behaviour is deterministic without faking timers.
+    it('drops a bucket strictly older than windowMs', () => {
+      const lim = new FailedLoginLimiter(5, 1000);
+      // Seed a bucket at t=0 (windowStart=0).
+      lim.recordFailure('stale', 0);
+      // Sweep well past the window: now - windowStart = 5000 >= 1000 -> dropped.
+      lim.sweep(5000);
+      // A dropped bucket means a brand-new bucket is created on next touch, so
+      // the prior failure count is gone (a single fresh failure is far from 5).
+      lim.recordFailure('stale', 5001);
+      expect(lim.isBlocked('stale', 5001)).toBe(false);
+    });
+
+    it('drops a bucket exactly at the windowMs boundary (>= is inclusive)', () => {
+      const lim = new FailedLoginLimiter(1, 1000);
+      lim.recordFailure('boundary', 0); // windowStart=0, blocked at threshold 1
+      expect(lim.isBlocked('boundary', 0)).toBe(true);
+      // now - windowStart = 1000 == windowMs -> the >= check evicts it.
+      lim.sweep(1000);
+      // Re-touch at the same instant: a fresh bucket (count 0) is created, so the
+      // key is no longer blocked, proving the boundary bucket was swept.
+      expect(lim.isBlocked('boundary', 1000)).toBe(false);
+    });
+
+    it('retains a fresh bucket still within the window', () => {
+      const lim = new FailedLoginLimiter(1, 1000);
+      lim.recordFailure('fresh', 0); // windowStart=0
+      // now - windowStart = 999 < 1000 -> the bucket survives the sweep.
+      lim.sweep(999);
+      // Still blocked because the bucket (and its count) was retained.
+      expect(lim.isBlocked('fresh', 999)).toBe(true);
+    });
+  });
 });
 
 describe('verifyBearerAccess (Bearer revocation/disabled checks)', () => {
@@ -264,6 +324,31 @@ describe('verifyBearerAccess (Bearer revocation/disabled checks)', () => {
       ),
     ).rejects.toThrow('jwt expired');
   });
+
+  // Item 3: bind the Bearer token to THIS instance's workspace (mirrors
+  // JwtStrategy). A token whose workspaceId claim differs from the instance
+  // workspace must be rejected; matching/absent expectedWorkspaceId is allowed.
+  it('rejects a token from a DIFFERENT workspace when expectedWorkspaceId is set', async () => {
+    await expect(
+      verifyBearerAccess('t', {
+        ...bearerDeps(),
+        expectedWorkspaceId: 'ws-OTHER',
+      }),
+    ).rejects.toThrow(UnauthorizedException);
+  });
+
+  it('accepts a token whose workspace matches expectedWorkspaceId', async () => {
+    const res = await verifyBearerAccess('t', {
+      ...bearerDeps(),
+      expectedWorkspaceId: 'ws-1',
+    });
+    expect(res).toEqual({ sub: 'user-1', email: 'u@e.com' });
+  });
+
+  it('does NOT enforce a workspace when expectedWorkspaceId is undefined (single-workspace no-op)', async () => {
+    const res = await verifyBearerAccess('t', bearerDeps());
+    expect(res).toEqual({ sub: 'user-1', email: 'u@e.com' });
+  });
 });
 
 describe('resolveMcpSessionConfig', () => {
@@ -587,23 +672,48 @@ describe('resolveMcpSessionConfig', () => {
   });
 });
 
-describe('isInitializeRequestBody (session-INIT detection)', () => {
-  it('true only for a single JSON-RPC object with method === "initialize"', () => {
-    expect(isInitializeRequestBody({ jsonrpc: '2.0', method: 'initialize' })).toBe(
-      true,
-    );
+// A full, valid JSON-RPC InitializeRequest as the @modelcontextprotocol/sdk
+// `isInitializeRequest` predicate (which isInitializeRequestBody now delegates
+// to) requires: jsonrpc + id + method === 'initialize' + params.protocolVersion.
+const fullInitializeRequest = {
+  jsonrpc: '2.0',
+  id: 1,
+  method: 'initialize',
+  params: {
+    protocolVersion: '2024-11-05',
+    capabilities: {},
+    clientInfo: { name: 'test-client', version: '1.0.0' },
+  },
+};
+
+describe('isInitializeRequestBody (session-INIT detection, matches SDK predicate)', () => {
+  it('true for a FULL valid InitializeRequest (the SDK predicate signal)', () => {
+    expect(isInitializeRequestBody(fullInitializeRequest)).toBe(true);
+  });
+
+  it('false for a bare { method: "initialize" } with no id/params (item 1)', () => {
+    // Item 1: this previously returned true (method-only check) and let an
+    // authenticated client POST a params-less body with no mcp-session-id, which
+    // ran the side-effecting login() before http.ts 400'd it. The SDK predicate
+    // rejects it (no id, no params.protocolVersion), so it no longer mints a
+    // session / audit row.
+    expect(isInitializeRequestBody({ method: 'initialize' })).toBe(false);
+    expect(
+      isInitializeRequestBody({ jsonrpc: '2.0', method: 'initialize' }),
+    ).toBe(false);
+    expect(
+      isInitializeRequestBody({ jsonrpc: '2.0', id: 1, method: 'initialize', params: {} }),
+    ).toBe(false);
   });
 
   it('false for a non-initialize method (e.g. tools/call)', () => {
     expect(
-      isInitializeRequestBody({ jsonrpc: '2.0', method: 'tools/call' }),
+      isInitializeRequestBody({ ...fullInitializeRequest, method: 'tools/call' }),
     ).toBe(false);
   });
 
   it('false for a batch (array) body, null/undefined, or a non-object', () => {
-    expect(
-      isInitializeRequestBody([{ jsonrpc: '2.0', method: 'initialize' }]),
-    ).toBe(false);
+    expect(isInitializeRequestBody([fullInitializeRequest])).toBe(false);
     expect(isInitializeRequestBody(undefined)).toBe(false);
     expect(isInitializeRequestBody(null)).toBe(false);
     expect(isInitializeRequestBody('initialize')).toBe(false);
@@ -618,8 +728,14 @@ describe('isSessionInit decision (no mcp-session-id AND initialize body)', () =>
   const decide = (sessionId: string | undefined, body: unknown): boolean =>
     !sessionId && isInitializeRequestBody(body);
 
-  it('no header + initialize body -> init', () => {
-    expect(decide(undefined, { method: 'initialize' })).toBe(true);
+  it('no header + full initialize body -> init', () => {
+    expect(decide(undefined, fullInitializeRequest)).toBe(true);
+  });
+
+  it('no header + bare params-less initialize body -> NOT init (item 1)', () => {
+    // A header-less { method: 'initialize' } with no params is no longer treated
+    // as an init by the SDK predicate, so it does not mint a session via login().
+    expect(decide(undefined, { method: 'initialize' })).toBe(false);
   });
 
   it('no header + non-initialize body -> NOT init (verifyCredentials path)', () => {
@@ -627,7 +743,7 @@ describe('isSessionInit decision (no mcp-session-id AND initialize body)', () =>
   });
 
   it('has session-id -> never init regardless of body', () => {
-    expect(decide('sess-1', { method: 'initialize' })).toBe(false);
+    expect(decide('sess-1', fullInitializeRequest)).toBe(false);
   });
 });
 
@@ -769,3 +885,138 @@ describe('bindAccessJwtVerifier enforces JwtType.ACCESS (item 3)', () => {
     expect(res).toEqual({ sub: 'user-1', email: undefined });
   });
 });
+
+describe('decideBasicGate (pure SSO/MFA pre-token gate, refactor R1)', () => {
+  // The pure decision extracted out of McpService.enforceBasicLoginGate. It is
+  // tested WITHOUT ModuleRef and WITHOUT an on-disk EE MFA module: the SSO verdict
+  // and the MFA requirement result are passed in as plain values.
+
+  it('SSO enforced -> throws Unauthorized ("enforced SSO")', () => {
+    expect(() => decideBasicGate({ ssoEnforced: true })).toThrow(
+      UnauthorizedException,
+    );
+    expect(() => decideBasicGate({ ssoEnforced: true })).toThrow(/enforced SSO/);
+    // SSO takes precedence even if MFA flags are also set.
+    expect(() =>
+      decideBasicGate({ ssoEnforced: true, mfa: { userHasMfa: true } }),
+    ).toThrow(/enforced SSO/);
+  });
+
+  it('no SSO + no MFA module (mfa undefined) -> resolves (Basic allowed)', () => {
+    // A community/fork build with no EE MFA module passes mfa: undefined and the
+    // gate must allow the password login (same as the controller with no MFA).
+    expect(() => decideBasicGate({ ssoEnforced: false })).not.toThrow();
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: undefined }),
+    ).not.toThrow();
+  });
+
+  it('MFA present + userHasMfa -> rejects ("use a Bearer access token")', () => {
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: { userHasMfa: true } }),
+    ).toThrow(/use a Bearer access token/);
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: { userHasMfa: true } }),
+    ).toThrow(UnauthorizedException);
+  });
+
+  it('MFA present + requiresMfaSetup -> rejects', () => {
+    expect(() =>
+      decideBasicGate({ ssoEnforced: false, mfa: { requiresMfaSetup: true } }),
+    ).toThrow(/use a Bearer access token/);
+  });
+
+  it('MFA present but none required (both flags false) -> resolves', () => {
+    expect(() =>
+      decideBasicGate({
+        ssoEnforced: false,
+        mfa: { userHasMfa: false, requiresMfaSetup: false },
+      }),
+    ).not.toThrow();
+  });
+});
+
+describe('mapAuthResultToResponse (handle status/body mapping, refactor R2)', () => {
+  // The pure response decision extracted out of McpService.handle. It maps the
+  // pre-hijack gauntlet (shared token, enablement, auth error) to either a fixed
+  // JSON error response or the hijack path — never leaking the password/header.
+
+  it('wrong X-MCP-Token -> 401 {error:"Unauthorized"} and NOT the hijack path', () => {
+    const d = mapAuthResultToResponse({ sharedTokenOk: false, enabled: true });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 401,
+      body: { error: 'Unauthorized' },
+    });
+  });
+
+  it('workspace MCP disabled -> 403', () => {
+    const d = mapAuthResultToResponse({ sharedTokenOk: true, enabled: false });
+    expect(d.kind).toBe('respond');
+    if (d.kind === 'respond') {
+      expect(d.status).toBe(403);
+      expect(d.body).toEqual({ error: 'MCP is disabled for this workspace' });
+    }
+  });
+
+  it('an UnauthorizedException -> 401 with err.message; no password/header leaked', () => {
+    // Construct an UnauthorizedException whose message is the SPECIFIC auth reason.
+    const err = new UnauthorizedException('Email or password does not match');
+    const d = mapAuthResultToResponse({
+      sharedTokenOk: true,
+      enabled: true,
+      error: err,
+    });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 401,
+      body: { error: 'Email or password does not match' },
+    });
+    // The surfaced body is ONLY the exception message — never the raw secret.
+    if (d.kind === 'respond') {
+      const serialized = JSON.stringify(d.body);
+      expect(serialized).not.toContain('password=');
+      expect(serialized).not.toContain('Authorization');
+      expect(serialized).not.toContain('Basic ');
+      expect(serialized).not.toContain('Bearer ');
+    }
+  });
+
+  it('a non-Unauthorized error -> 500 generic (no error detail surfaced)', () => {
+    const err = new Error('db blew up: connection string secret');
+    const d = mapAuthResultToResponse({
+      sharedTokenOk: true,
+      enabled: true,
+      error: err,
+    });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 500,
+      body: { error: 'Internal server error' },
+    });
+    // The generic body must NOT echo the underlying error message.
+    if (d.kind === 'respond') {
+      expect(d.body.error).not.toContain('secret');
+    }
+  });
+
+  it('happy path (auth resolved, no error) -> hijack', () => {
+    const d = mapAuthResultToResponse({ sharedTokenOk: true, enabled: true });
+    expect(d).toEqual({ kind: 'hijack' });
+  });
+
+  it('shared-token failure takes precedence over disabled/error', () => {
+    // Even with a disabled workspace and an error, a bad shared token is the
+    // first gate, so the response is the uniform 401 Unauthorized.
+    const d = mapAuthResultToResponse({
+      sharedTokenOk: false,
+      enabled: false,
+      error: new UnauthorizedException('should not surface'),
+    });
+    expect(d).toEqual({
+      kind: 'respond',
+      status: 401,
+      body: { error: 'Unauthorized' },
+    });
+  });
+});

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

@@ -25,6 +25,8 @@ import {
   sharedTokenMatches,
   clientIp,
   bindAccessJwtVerifier,
+  decideBasicGate,
+  mapAuthResultToResponse,
   DocmostMcpConfig,
   ResolvedMcpAuth,
 } from './mcp-auth.helpers';
@@ -154,6 +156,15 @@ export class McpService implements OnModuleDestroy {
   private async verifyMcpBearer(
     token: string,
   ): Promise<{ sub?: string; email?: string }> {
+    // Resolve THIS instance's workspace so verifyBearerAccess can bind the
+    // token's `workspaceId` claim to it (mirrors JwtStrategy). The community
+    // build is single-workspace (findFirst), so this is the default workspace
+    // and the check is a no-op here; it only rejects a foreign-workspace token
+    // in a multi-workspace deployment. Undefined (no workspace configured) means
+    // no check — the credentials path would already have failed with no
+    // workspace, and an undefined here keeps the helper a no-op rather than
+    // rejecting every token.
+    const instanceWorkspace = await this.workspaceRepo.findFirst();
     // The revocation/disabled decision logic lives in the framework-free
     // verifyBearerAccess helper (unit-testable without the heavy auth graph);
     // this method only wires in the concrete TokenService + repos.
@@ -163,6 +174,7 @@ export class McpService implements OnModuleDestroy {
       verifyJwt: bindAccessJwtVerifier(this.tokenService) as (
         t: string,
       ) => Promise<JwtPayload>,
+      expectedWorkspaceId: instanceWorkspace?.id,
       findUser: (sub, workspaceId) =>
         this.userRepo.findById(sub, workspaceId),
       findActiveSession: (sessionId) =>
@@ -231,49 +243,54 @@ export class McpService implements OnModuleDestroy {
     workspace: Workspace,
     creds: { email: string; password: string },
   ): Promise<void> {
-    // 1) SSO enforcement. validateSsoEnforcement throws BadRequestException; we
-    // re-surface it as Unauthorized so the /mcp 401 path is consistent and a
-    // token is never issued.
+    // 1) SSO enforcement. validateSsoEnforcement throws when the workspace
+    // enforces SSO; we only need the boolean verdict for the pure decision.
+    let ssoEnforced = false;
     try {
       validateSsoEnforcement(workspace);
     } catch {
-      throw new UnauthorizedException(
-        'This workspace has enforced SSO login. Use SSO; MCP HTTP Basic is not allowed.',
-      );
+      ssoEnforced = true;
     }
 
     // 2) MFA gate — lazy-require the EE module exactly like AuthController.login.
-    // eslint-disable-next-line @typescript-eslint/no-explicit-any
-    let MfaModule: any;
-    try {
-      // eslint-disable-next-line @typescript-eslint/no-require-imports
-      MfaModule = require('./../../ee/mfa/services/mfa.service');
-    } catch {
-      // No EE MFA module bundled in this build: same as the controller -> no
-      // MFA gate. (A community/fork build has no MFA, so Basic is allowed.)
-      return;
+    // On a fork WITHOUT the EE module bundled, mfaResult stays undefined and the
+    // pure gate behaves exactly like the controller (no MFA module -> no MFA
+    // gate). We only LOAD the module + read the requirement flags here; the
+    // accept/reject decision lives in the framework-free decideBasicGate so the
+    // SSO/MFA logic is unit-testable without ModuleRef or the on-disk EE module.
+    let mfaResult: { userHasMfa?: boolean; requiresMfaSetup?: boolean } | undefined;
+    // Only consult the MFA module when SSO has not already disqualified the
+    // request (SSO short-circuits, and skipping the load avoids a needless
+    // require on the SSO-reject path).
+    if (!ssoEnforced) {
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      let MfaModule: any;
+      try {
+        // eslint-disable-next-line @typescript-eslint/no-require-imports
+        MfaModule = require('./../../ee/mfa/services/mfa.service');
+      } catch {
+        // No EE MFA module bundled in this build: same as the controller -> no
+        // MFA gate. (A community/fork build has no MFA, so Basic is allowed.)
+        MfaModule = undefined;
+      }
+
+      if (MfaModule) {
+        const mfaService = this.moduleRef.get(MfaModule.MfaService, {
+          strict: false,
+        });
+        // Same requirement check the controller uses. We pass NO FastifyReply
+        // (the controller passes `res` only to set a cookie on the no-MFA happy
+        // path, which we never take here): we only read the requirement flags.
+        mfaResult = await mfaService.checkMfaRequirements(
+          creds,
+          workspace,
+          undefined,
+        );
+      }
     }
 
-    const mfaService = this.moduleRef.get(MfaModule.MfaService, {
-      strict: false,
-    });
-    // Use the same requirement check the controller uses. We pass NO FastifyReply
-    // (the controller passes `res` only to set a cookie on the no-MFA happy path,
-    // which we never take here): we only read the requirement flags. Be tolerant
-    // of either a (loginInput, workspace) or (loginInput, workspace, res) shape.
-    const mfaResult = await mfaService.checkMfaRequirements(
-      creds,
-      workspace,
-      undefined,
-    );
-
-    if (mfaResult && (mfaResult.userHasMfa || mfaResult.requiresMfaSetup)) {
-      throw new UnauthorizedException(
-        'This account requires multi-factor authentication. MCP HTTP Basic ' +
-          'cannot complete MFA — log in normally and use a Bearer access token ' +
-          'instead.',
-      );
-    }
+    // Pure accept/reject decision (throws UnauthorizedException on rejection).
+    decideBasicGate({ ssoEnforced, mfa: mfaResult });
   }
 
   // Lazily create the HTTP handler exactly once. The import is indirected so
@@ -333,52 +350,61 @@ export class McpService implements OnModuleDestroy {
     // matching `X-MCP-Token` header. It now lives in its OWN header so it never
     // collides with `Authorization`, which carries the per-user credentials.
     const sharedToken = process.env.MCP_TOKEN;
-    if (sharedToken) {
-      const provided = req.headers['x-mcp-token'];
-      if (!sharedTokenMatches(sharedToken, provided)) {
-        res.status(401).send({ error: 'Unauthorized' });
-        return;
-      }
-    }
+    const sharedTokenOk = sharedToken
+      ? sharedTokenMatches(sharedToken, req.headers['x-mcp-token'])
+      : true;
 
-    if (!(await this.isEnabled())) {
-      res.status(403).send({ error: 'MCP is disabled for this workspace' });
-      return;
-    }
+    // Short-circuit checks (shared token, enablement) that do not need the auth
+    // resolution. Compute them up front so the response mapping is a single pure
+    // decision (mapAuthResultToResponse) that cannot leak the password/header.
+    const enabled = sharedTokenOk ? await this.isEnabled() : false;
 
     // Resolve + validate the per-session identity BEFORE hijacking the response
     // so bad credentials surface as a clean 401 JSON (never a torn response and
     // never a generic "MCP error"). The resolved config/identity is stashed on
     // the raw request for the package's resolver + identify hook to read back.
-    let resolved: ResolvedMcpAuth;
-    try {
-      resolved = await this.resolveSessionConfig(req);
-    } catch (err) {
-      if (err instanceof UnauthorizedException) {
-        // Warn once if the only thing missing is the service account, to keep
-        // the original operator hint.
-        if (
-          !this.credsConfigured() &&
-          !req.headers['authorization'] &&
-          !this.warnedMissingCreds
-        ) {
-          this.warnedMissingCreds = true;
-          this.logger.warn(
-            'MCP is enabled but received a request with no credentials and no ' +
-              'MCP_DOCMOST_EMAIL/MCP_DOCMOST_PASSWORD service account configured.',
-          );
+    let resolved: ResolvedMcpAuth | undefined;
+    let authError: unknown;
+    if (sharedTokenOk && enabled) {
+      try {
+        resolved = await this.resolveSessionConfig(req);
+      } catch (err) {
+        authError = err;
+        if (err instanceof UnauthorizedException) {
+          // Warn once if the only thing missing is the service account, to keep
+          // the original operator hint.
+          if (
+            !this.credsConfigured() &&
+            !req.headers['authorization'] &&
+            !this.warnedMissingCreds
+          ) {
+            this.warnedMissingCreds = true;
+            this.logger.warn(
+              'MCP is enabled but received a request with no credentials and no ' +
+                'MCP_DOCMOST_EMAIL/MCP_DOCMOST_PASSWORD service account configured.',
+            );
+          }
+        } else {
+          this.logger.error('MCP auth resolution failed', err as Error);
         }
-        res.status(401).send({ error: err.message });
-        return;
       }
-      this.logger.error('MCP auth resolution failed', err as Error);
-      res.status(500).send({ error: 'Internal server error' });
+    }
+
+    // Pure status/body mapping for the whole pre-hijack gauntlet.
+    const decision = mapAuthResultToResponse({
+      sharedTokenOk,
+      enabled,
+      error: authError,
+    });
+    if (decision.kind === 'respond') {
+      res.status(decision.status).send(decision.body);
       return;
     }
 
     // Stash the resolved auth on the raw request so the package's resolver +
     // identify hook (wired in getHandler) read it back instead of re-parsing.
-    (req.raw as unknown as Record<symbol, unknown>)[MCP_RESOLVED] = resolved;
+    (req.raw as unknown as Record<symbol, unknown>)[MCP_RESOLVED] =
+      resolved as ResolvedMcpAuth;
 
     // Hand the raw Node req/res to the MCP transport. hijack() tells Fastify
     // to stop managing this response so the transport can write to it directly.

apps/server/src/ws/listeners/page-ws.listener.spec.ts

@@ -3,6 +3,7 @@ import { PageWsListener } from './page-ws.listener';
 import { WsTreeService } from '../ws-tree.service';
 import {
   PageEvent,
+  PageMovedEvent,
   TreeNodeSnapshot,
 } from '../../database/listeners/page.listener';
 
@@ -93,3 +94,139 @@ describe('PageWsListener.onPageCreated', () => {
     expect(wsTree.broadcastRefetchRoot).not.toHaveBeenCalled();
   });
 });
+
+describe('PageWsListener delete/move/restore handlers', () => {
+  let listener: PageWsListener;
+  let wsTree: {
+    broadcastPageCreated: jest.Mock;
+    broadcastPageDeleted: jest.Mock;
+    broadcastPageMoved: jest.Mock;
+    broadcastRefetchRoot: jest.Mock;
+  };
+  let warnSpy: jest.SpyInstance;
+
+  const secondSnapshot: TreeNodeSnapshot = {
+    id: 'page-2',
+    slugId: 'slug-2',
+    title: 'World',
+    icon: '📁',
+    position: 'a2',
+    spaceId: 'space-1',
+    parentPageId: null,
+  };
+
+  beforeEach(async () => {
+    wsTree = {
+      broadcastPageCreated: jest.fn().mockResolvedValue(undefined),
+      broadcastPageDeleted: jest.fn().mockResolvedValue(undefined),
+      broadcastPageMoved: jest.fn().mockResolvedValue(undefined),
+      broadcastRefetchRoot: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        PageWsListener,
+        { provide: WsTreeService, useValue: wsTree },
+      ],
+    }).compile();
+
+    listener = module.get<PageWsListener>(PageWsListener);
+    // The PAGE_RESTORED-without-spaceId branch logs a warning; silence + assert.
+    warnSpy = jest
+      .spyOn(listener['logger'], 'warn')
+      .mockImplementation(() => undefined);
+  });
+
+  afterEach(() => {
+    warnSpy.mockRestore();
+  });
+
+  // --- onPageDeleted (PAGE_SOFT_DELETED / PAGE_DELETED) ---
+
+  it('onPageDeleted with N `pages`: one broadcastPageDeleted per page', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1', 'page-2'],
+      workspaceId: 'ws-1',
+      pages: [snapshot, secondSnapshot],
+    };
+
+    await listener.onPageDeleted(event);
+
+    expect(wsTree.broadcastPageDeleted).toHaveBeenCalledTimes(2);
+    expect(wsTree.broadcastPageDeleted).toHaveBeenNthCalledWith(1, snapshot);
+    expect(wsTree.broadcastPageDeleted).toHaveBeenNthCalledWith(
+      2,
+      secondSnapshot,
+    );
+  });
+
+  it('onPageDeleted with an EMPTY `pages` array: no broadcast', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+      pages: [],
+    };
+
+    await listener.onPageDeleted(event);
+
+    expect(wsTree.broadcastPageDeleted).not.toHaveBeenCalled();
+  });
+
+  it('onPageDeleted with UNDEFINED `pages`: no broadcast (no crash)', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+    };
+
+    await listener.onPageDeleted(event);
+
+    expect(wsTree.broadcastPageDeleted).not.toHaveBeenCalled();
+  });
+
+  // --- onPageMoved (PAGE_MOVED) ---
+
+  it('onPageMoved: forwards the whole event to a single broadcastPageMoved', async () => {
+    const event: PageMovedEvent = {
+      workspaceId: 'ws-1',
+      oldParentId: 'old-parent',
+      hasChildren: false,
+      node: { ...snapshot, parentPageId: 'new-parent', position: 'a5' },
+    };
+
+    await listener.onPageMoved(event);
+
+    expect(wsTree.broadcastPageMoved).toHaveBeenCalledTimes(1);
+    expect(wsTree.broadcastPageMoved).toHaveBeenCalledWith(event);
+  });
+
+  // --- onPageRestored (PAGE_RESTORED) ---
+
+  it('onPageRestored WITHOUT spaceId: warns and does NOT refetch', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+    };
+
+    await listener.onPageRestored(event);
+
+    expect(warnSpy).toHaveBeenCalledTimes(1);
+    expect(warnSpy).toHaveBeenCalledWith(
+      expect.stringContaining('PAGE_RESTORED'),
+    );
+    expect(wsTree.broadcastRefetchRoot).not.toHaveBeenCalled();
+  });
+
+  it('onPageRestored WITH spaceId: one broadcastRefetchRoot scoped to the space', async () => {
+    const event: PageEvent = {
+      pageIds: ['page-1'],
+      workspaceId: 'ws-1',
+      spaceId: 'space-9',
+    };
+
+    await listener.onPageRestored(event);
+
+    expect(warnSpy).not.toHaveBeenCalled();
+    expect(wsTree.broadcastRefetchRoot).toHaveBeenCalledTimes(1);
+    expect(wsTree.broadcastRefetchRoot).toHaveBeenCalledWith('space-9');
+  });
+});

apps/server/src/ws/ws-service.spec.ts

@@ -0,0 +1,259 @@
+import { Test, TestingModule } from '@nestjs/testing';
+import { CACHE_MANAGER } from '@nestjs/cache-manager';
+import { WsService } from './ws.service';
+import { PagePermissionRepo } from '@docmost/db/repos/page/page-permission.repo';
+import {
+  getSpaceRoomName,
+  WS_SPACE_RESTRICTION_CACHE_PREFIX,
+  WS_CACHE_TTL_MS,
+} from './ws.utils';
+
+/**
+ * WsService server-side unit tests (M7 item 2):
+ *  - spaceHasRestrictions cache lifecycle (miss -> read+set with TTL; hit ->
+ *    no re-read; documents the stale-false window).
+ *  - broadcastToAuthorizedUsers fan-out (authorized-only delivery, multi-socket
+ *    fan-out per user, sockets with no userId skipped).
+ *
+ * Both private methods are exercised through their public entry points:
+ * spaceHasRestrictions via emitTreeEvent, broadcastToAuthorizedUsers via
+ * emitToAuthorizedUsers. WsService is constructed with mocked cache + repo and a
+ * mocked socket.io server, so no live infra is needed.
+ */
+
+describe('WsService.spaceHasRestrictions (cache lifecycle, via emitTreeEvent)', () => {
+  let service: WsService;
+  let pagePermissionRepo: {
+    hasRestrictedPagesInSpace: jest.Mock;
+    hasRestrictedAncestor: jest.Mock;
+    getUserIdsWithPageAccess: jest.Mock;
+  };
+  let cache: { get: jest.Mock; set: jest.Mock; del: jest.Mock };
+  let roomEmit: jest.Mock;
+
+  beforeEach(async () => {
+    pagePermissionRepo = {
+      hasRestrictedPagesInSpace: jest.fn(),
+      hasRestrictedAncestor: jest.fn(),
+      getUserIdsWithPageAccess: jest.fn(),
+    };
+    cache = {
+      get: jest.fn().mockResolvedValue(null),
+      set: jest.fn().mockResolvedValue(undefined),
+      del: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        WsService,
+        { provide: PagePermissionRepo, useValue: pagePermissionRepo },
+        { provide: CACHE_MANAGER, useValue: cache },
+      ],
+    }).compile();
+
+    service = module.get<WsService>(WsService);
+
+    roomEmit = jest.fn();
+    const server = {
+      to: jest.fn().mockReturnValue({ emit: roomEmit }),
+      in: jest.fn().mockReturnValue({ fetchSockets: jest.fn() }),
+    };
+    service.setServer(server as never);
+  });
+
+  const cacheKey = (spaceId: string): string =>
+    `${WS_SPACE_RESTRICTION_CACHE_PREFIX}${spaceId}`;
+
+  it('first call MISSES the cache -> reads the repo and sets it with WS_CACHE_TTL_MS', async () => {
+    cache.get.mockResolvedValue(null); // miss
+    pagePermissionRepo.hasRestrictedPagesInSpace.mockResolvedValue(true);
+    pagePermissionRepo.hasRestrictedAncestor.mockResolvedValue(false);
+
+    await service.emitTreeEvent('space-1', 'page-1', { op: 'x' });
+
+    expect(cache.get).toHaveBeenCalledWith(cacheKey('space-1'));
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).toHaveBeenCalledTimes(1);
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).toHaveBeenCalledWith(
+      'space-1',
+    );
+    // The freshly-read verdict is cached with the 30s TTL.
+    expect(cache.set).toHaveBeenCalledWith(
+      cacheKey('space-1'),
+      true,
+      WS_CACHE_TTL_MS,
+    );
+  });
+
+  it('second call HITS the cache -> the repo is NOT re-read', async () => {
+    // Cache hit returns false (no restrictions) -> open-space fast path.
+    cache.get.mockResolvedValue(false);
+
+    await service.emitTreeEvent('space-1', 'page-1', { op: 'x' });
+
+    expect(cache.get).toHaveBeenCalledWith(cacheKey('space-1'));
+    // The whole point of the cache: no repo read on a hit.
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).not.toHaveBeenCalled();
+    expect(cache.set).not.toHaveBeenCalled();
+    // false verdict -> broadcast to the whole room (open-space fast path).
+    expect(roomEmit).toHaveBeenCalledWith('message', { op: 'x' });
+  });
+
+  it('a cached `false` is returned even when restrictions now exist (the stale window)', async () => {
+    // The cache says "no restrictions" (false) but the repo, if asked, would now
+    // say true. spaceHasRestrictions trusts the cached false and never re-reads —
+    // this documents the up-to-TTL stale window the production comment warns about
+    // (a payload can fan out room-wide until the cache is invalidated/expires).
+    cache.get.mockResolvedValue(false);
+    pagePermissionRepo.hasRestrictedPagesInSpace.mockResolvedValue(true);
+
+    await service.emitTreeEvent('space-1', 'page-1', { op: 'stale' });
+
+    expect(pagePermissionRepo.hasRestrictedPagesInSpace).not.toHaveBeenCalled();
+    // Treated as open -> the event is broadcast to the WHOLE room.
+    expect(roomEmit).toHaveBeenCalledWith('message', { op: 'stale' });
+  });
+
+  it('caches a `false` verdict too (so the next emit hits, not re-reads)', async () => {
+    cache.get.mockResolvedValueOnce(null); // first call: miss
+    pagePermissionRepo.hasRestrictedPagesInSpace.mockResolvedValue(false);
+
+    await service.emitTreeEvent('space-2', 'page-9', { op: 'y' });
+
+    expect(cache.set).toHaveBeenCalledWith(
+      cacheKey('space-2'),
+      false,
+      WS_CACHE_TTL_MS,
+    );
+  });
+});
+
+describe('WsService.broadcastToAuthorizedUsers fan-out (via emitToAuthorizedUsers)', () => {
+  let service: WsService;
+  let pagePermissionRepo: {
+    hasRestrictedPagesInSpace: jest.Mock;
+    hasRestrictedAncestor: jest.Mock;
+    getUserIdsWithPageAccess: jest.Mock;
+  };
+  let cache: { get: jest.Mock; set: jest.Mock; del: jest.Mock };
+  let fetchSockets: jest.Mock;
+  let serverIn: jest.Mock;
+
+  beforeEach(async () => {
+    pagePermissionRepo = {
+      hasRestrictedPagesInSpace: jest.fn(),
+      hasRestrictedAncestor: jest.fn(),
+      getUserIdsWithPageAccess: jest.fn(),
+    };
+    cache = {
+      get: jest.fn().mockResolvedValue(null),
+      set: jest.fn().mockResolvedValue(undefined),
+      del: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        WsService,
+        { provide: PagePermissionRepo, useValue: pagePermissionRepo },
+        { provide: CACHE_MANAGER, useValue: cache },
+      ],
+    }).compile();
+
+    service = module.get<WsService>(WsService);
+
+    fetchSockets = jest.fn();
+    serverIn = jest.fn().mockReturnValue({ fetchSockets });
+    const server = {
+      to: jest.fn().mockReturnValue({ emit: jest.fn() }),
+      in: serverIn,
+    };
+    service.setServer(server as never);
+  });
+
+  it('only sockets whose userId is in getUserIdsWithPageAccess receive the event', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue(['user-ok']);
+
+    const okEmit = jest.fn();
+    const noEmit = jest.fn();
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'user-ok' }, emit: okEmit },
+      { id: 's2', data: { userId: 'user-no' }, emit: noEmit },
+    ]);
+
+    const data = { operation: 'moveTreeNode' };
+    await service.emitToAuthorizedUsers('space-1', 'page-1', data);
+
+    // The authorized set is resolved from the candidate userIds present on the
+    // sockets (deduped), then only those users' sockets get the event.
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).toHaveBeenCalledWith(
+      'page-1',
+      expect.arrayContaining(['user-ok', 'user-no']),
+    );
+    expect(okEmit).toHaveBeenCalledWith('message', data);
+    expect(noEmit).not.toHaveBeenCalled();
+  });
+
+  it('a user with TWO sockets receives the event on BOTH (userSocketMap fan-out)', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue(['user-ok']);
+
+    const tab1 = jest.fn();
+    const tab2 = jest.fn();
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'user-ok' }, emit: tab1 },
+      { id: 's2', data: { userId: 'user-ok' }, emit: tab2 },
+    ]);
+
+    const data = { operation: 'moveTreeNode' };
+    await service.emitToAuthorizedUsers('space-1', 'page-1', data);
+
+    // Both of the authorized user's sockets (e.g. two browser tabs) receive it.
+    expect(tab1).toHaveBeenCalledWith('message', data);
+    expect(tab2).toHaveBeenCalledWith('message', data);
+    // The candidate set is deduped to a single userId even with two sockets.
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).toHaveBeenCalledWith(
+      'page-1',
+      ['user-ok'],
+    );
+  });
+
+  it('a socket with NO userId is skipped (not a candidate, never emitted to)', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue(['user-ok']);
+
+    const okEmit = jest.fn();
+    const anonEmit = jest.fn();
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'user-ok' }, emit: okEmit },
+      // Unauthenticated socket: no userId -> excluded from the candidate map.
+      { id: 's2', data: {}, emit: anonEmit },
+    ]);
+
+    const data = { operation: 'moveTreeNode' };
+    await service.emitToAuthorizedUsers('space-1', 'page-1', data);
+
+    expect(okEmit).toHaveBeenCalledWith('message', data);
+    expect(anonEmit).not.toHaveBeenCalled();
+    // The no-userId socket is not even offered as a candidate to the repo.
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).toHaveBeenCalledWith(
+      'page-1',
+      ['user-ok'],
+    );
+  });
+
+  it('no sockets in the room -> no repo lookup, no emit', async () => {
+    fetchSockets.mockResolvedValue([]);
+
+    await service.emitToAuthorizedUsers('space-1', 'page-1', { op: 'x' });
+
+    expect(pagePermissionRepo.getUserIdsWithPageAccess).not.toHaveBeenCalled();
+  });
+
+  it('routes through the space room name', async () => {
+    pagePermissionRepo.getUserIdsWithPageAccess.mockResolvedValue([]);
+    fetchSockets.mockResolvedValue([
+      { id: 's1', data: { userId: 'u' }, emit: jest.fn() },
+    ]);
+
+    await service.emitToAuthorizedUsers('space-7', 'page-1', { op: 'x' });
+
+    expect(serverIn).toHaveBeenCalledWith(getSpaceRoomName('space-7'));
+  });
+});

apps/server/src/ws/ws-tree.service.spec.ts

@@ -329,3 +329,109 @@ describe('WsService.emitTreeEvent', () => {
     expect(anonEmit).toHaveBeenCalledWith('message', data);
   });
 });
+
+describe('move-into-restricted disjointness contract (WsTreeService + real WsService)', () => {
+  // CONTRACT: a move under a restricted ancestor PARTITIONS the room. The
+  // authorized set (gets the moveTreeNode via emitToAuthorizedUsers) and its
+  // complement (gets the deleteTreeNode via emitDeleteToUnauthorized) are
+  // disjoint and together cover every socket — and an anonymous (no-userId)
+  // socket lands in the delete set. We wire a REAL WsService (only its repo,
+  // cache and socket server mocked) so both broadcasts run against the SAME fixed
+  // socket set, the way they do in production.
+  let treeService: WsTreeService;
+  let pagePermissionRepo: {
+    hasRestrictedPagesInSpace: jest.Mock;
+    hasRestrictedAncestor: jest.Mock;
+    getUserIdsWithPageAccess: jest.Mock;
+  };
+
+  // Fixed room: two authorized users (one with two sockets), one unauthorized
+  // user, one anonymous socket.
+  const moveSeen: string[] = [];
+  const deleteSeen: string[] = [];
+
+  const mkSocket = (id: string, userId: string | undefined) => ({
+    id,
+    data: userId ? { userId } : {},
+    emit: jest.fn((_event: string, payload: { operation: string }) => {
+      if (payload.operation === 'moveTreeNode') moveSeen.push(id);
+      if (payload.operation === 'deleteTreeNode') deleteSeen.push(id);
+    }),
+  });
+
+  const sockets = [
+    mkSocket('s-ok-1', 'user-ok'), // authorized, tab 1
+    mkSocket('s-ok-2', 'user-ok'), // authorized, tab 2 (fan-out)
+    mkSocket('s-no', 'user-no'), // unauthorized
+    mkSocket('s-anon', undefined), // anonymous (no userId)
+  ];
+
+  beforeEach(async () => {
+    moveSeen.length = 0;
+    deleteSeen.length = 0;
+
+    pagePermissionRepo = {
+      hasRestrictedPagesInSpace: jest.fn().mockResolvedValue(true),
+      // The move destination IS under a restricted ancestor.
+      hasRestrictedAncestor: jest.fn().mockResolvedValue(true),
+      // Only user-ok is authorized to see the page.
+      getUserIdsWithPageAccess: jest.fn().mockResolvedValue(['user-ok']),
+    };
+    const cache = {
+      get: jest.fn().mockResolvedValue(null),
+      set: jest.fn().mockResolvedValue(undefined),
+      del: jest.fn().mockResolvedValue(undefined),
+    };
+
+    const module: TestingModule = await Test.createTestingModule({
+      providers: [
+        WsTreeService,
+        WsService,
+        { provide: PagePermissionRepo, useValue: pagePermissionRepo },
+        { provide: CACHE_MANAGER, useValue: cache },
+      ],
+    }).compile();
+
+    const wsService = module.get<WsService>(WsService);
+    const server = {
+      to: jest.fn().mockReturnValue({ emit: jest.fn() }),
+      in: jest.fn().mockReturnValue({
+        fetchSockets: jest.fn().mockResolvedValue(sockets),
+      }),
+    };
+    wsService.setServer(server as never);
+
+    treeService = module.get<WsTreeService>(WsTreeService);
+  });
+
+  it('authorized set (move) and complement (delete) partition the room; anon is in delete', async () => {
+    const event: PageMovedEvent = {
+      workspaceId: 'ws-1',
+      oldParentId: 'old-parent',
+      hasChildren: false,
+      node: { ...snapshot, parentPageId: 'restricted-parent', position: 'a5' },
+    };
+
+    await treeService.broadcastPageMoved(event);
+
+    const moveSet = new Set(moveSeen);
+    const deleteSet = new Set(deleteSeen);
+
+    // Authorized user's BOTH sockets got the move; nobody else did.
+    expect(moveSet).toEqual(new Set(['s-ok-1', 's-ok-2']));
+    // Everyone else (unauthorized + anonymous) got the delete.
+    expect(deleteSet).toEqual(new Set(['s-no', 's-anon']));
+
+    // DISJOINT: no socket received both a move and a delete.
+    const intersection = [...moveSet].filter((id) => deleteSet.has(id));
+    expect(intersection).toEqual([]);
+
+    // PARTITION: the two sets together cover every socket in the room exactly.
+    const union = new Set([...moveSet, ...deleteSet]);
+    expect(union).toEqual(new Set(sockets.map((s) => s.id)));
+
+    // The anonymous socket specifically lands in the DELETE set, never the move.
+    expect(deleteSet.has('s-anon')).toBe(true);
+    expect(moveSet.has('s-anon')).toBe(false);
+  });
+});

docs/backlog/feature-test-coverage-deferred.md

@@ -0,0 +1,93 @@
+# Отложенные тесты по фичам с коммита 053a9c0d (хвост от PR #49)
+
+## Контекст
+
+PR #49 («test: cover features since 053a9c0d + repair test tooling») закрыл
+основную массу покрытия новых фич gitmost (+~330 тестов: server/Jest,
+client/Vitest, editor-ext/Vitest, packages/mcp/node:test) и починил
+тест-инструментарий (FIX-0 сломанные спеки transclusion, BUILD-0 сборка
+editor-ext перед серверными тестами, INFRA-0 резолв `.tsx` email-шаблонов).
+
+Часть тестов из принятого тест-плана **намеренно отложена** — им нужен
+тестовый Postgres, реальный Redis или HTTP/e2e-харнес, которых в проекте
+сейчас нет, либо инвазивный рефактор продакшн-кода. Ниже — что осталось и
+почему, чтобы не потерять.
+
+---
+
+## 1. Интеграционные тесты против БД (нужен тестовый Postgres)
+
+Сейчас все repo-зависимые проверки делаются на моках; SQL-уровень не
+исполняется. Чтобы покрыть это честно, нужен поднимаемый в CI Postgres
+(testcontainers или сервис в pipeline) + хелпер миграций.
+
+- **`AiAgentRoleRepo` — изоляция и индексы.**
+  `apps/server/src/database/repos/ai-agent-roles/ai-agent-roles.repo.ts`.
+  Проверить против реальной БД: `findById`/`listByWorkspace` исключают
+  soft-deleted строки; `findById` для roleId из ЧУЖОГО workspace → undefined
+  (tenant-изоляция); дубль имени в одном workspace → 23505; то же имя
+  переиспользуемо после softDelete (partial unique index
+  `WHERE deleted_at IS NULL`, миграция `20260620T120000-ai-agent-roles.ts`);
+  одинаковое имя в разных workspace разрешено. Это «хребет» безопасности —
+  сейчас только предполагается unit-моками.
+
+- **`AiChatRepo.findByCreator` — join role-badge.**
+  `apps/server/src/database/repos/ai-chat/ai-chat.repo.ts` (~:27-70).
+  Чат с enabled-ролью → roleName/roleEmoji заполнены; с soft-deleted ролью →
+  бейдж NULL; с DISABLED ролью → бейдж NULL (должно совпадать с
+  `resolveRoleForRequest`); ORDER BY квалифицирован `aiChats.*` (нет
+  ambiguous column после join). Не проверяемо чистым unit-ом.
+
+- **`WorkspaceService.update` / `WorkspaceRepo.updateSetting` — jsonb-merge.**
+  `apps/server/src/core/workspace/services/workspace.service.ts` (~:514),
+  `apps/server/src/database/repos/workspace/workspace.repo.ts` (~:275).
+  Сейчас покрыта только форма вызова сервиса
+  (`workspace-html-embed.spec.ts`). Не покрыто (нужна БД): `htmlEmbed:true`
+  персистится через jsonb-merge **не затирая** соседние настройки (ai,
+  sharing). Это и есть «kill-switch пишется» — критично, что write-половина
+  тоггла не ломает остальной settings-namespace.
+
+- **FK `page_template_references` onDelete('cascade').**
+  Миграция `20260620T131000-page-template-references.ts`. Проверить, что
+  удаление source/reference-страницы каскадит строки ссылок.
+
+## 2. HTTP / e2e-харнес (его нет в apps/server)
+
+- **Public-share ассистент: обход per-IP throttle ротацией XFF, но
+  per-workspace cap держит.**
+  Контроллер использует стоковый `@UseGuards(ThrottlerGuard)`
+  (`apps/server/src/core/ai-chat/public-share-chat.controller.ts`), IP берётся
+  из Fastify `trustProxy` → `X-Forwarded-For`. Единственный оправданный e2e
+  (named journey «аноним спамит ассистента»): ротация XFF обходит per-IP
+  лимит 5/min, но per-workspace cost-cap всё равно отдаёт 429. Требует
+  поднятого HTTP-слоя Nest + trusted-proxy конфигурации.
+
+- **Достоверность Lua-окна cost-cap против реального Redis.**
+  `apps/server/src/core/ai-chat/public-share-workspace-limiter.ts`
+  (`SLIDING_WINDOW_LUA`). Сейчас cap тестируется против TS-реализации
+  `FakeRedis` в `public-share-chat.spec.ts` — баг в самой Lua-строке
+  (`>=` vs `>`, неверный PEXPIRE) не поймается. Нужен интеграционный тест
+  против реального/testcontainers Redis.
+
+## 3. Полная интеграция `AiChatService.stream` (рефактор R1-stream)
+
+`apps/server/src/core/ai-chat/ai-chat.service.ts`. В PR #49 извлечён и
+покрыт только чистый `buildErrorAssistantRecord`. Полные интеграционные
+сценарии — **запись чата, упавшего на первом ходу** (onError), жизненный
+цикл external-MCP клиентов (закрытие при throw/onFinish), и
+**история восстанавливается из БД, а не из `body.messages`** (анти-tamper) —
+требуют сидирования SDK `streamText` (инъекция/seam колбэков `onError`/
+`onFinish`/`onAbort` + `res.hijack`). Отложено, чтобы не дестабилизировать
+287-строчный `stream()`; делать вместе с выносом testable turn-pipeline.
+
+---
+
+## Сопутствующие НЕ-тестовые находки
+
+Вынесены в отдельные issues (всплыли во время написания тестов):
+
+- #52 — ai-roles: нет серверной валидации модели роли + дрейф enum драйверов.
+- #53 — ws: `invalidateSpaceRestrictionCache` без вызывающих (30с stale-окно).
+- #54 — page-embed: серверный guard глубины/циклов раскрытия.
+- #55 — transclusion: cycle-guard в `collectPageEmbedsFromPmJson`.
+- #56 — test-infra: jest DI + lib0 ESM (16 падающих сьютов).

packages/editor-ext/src/index.ts

@@ -35,4 +35,5 @@ export * from "./lib/status";
 export * from "./lib/pdf";
 export * from "./lib/page-break";
 export * from "./lib/resizable-nodeview";
+export * from "./lib/footnote";
 

packages/editor-ext/src/lib/footnote/footnote-definition.ts

@@ -0,0 +1,72 @@
+import { mergeAttributes, Node } from "@tiptap/core";
+import { ReactNodeViewRenderer } from "@tiptap/react";
+import { FOOTNOTE_DEFINITION_NAME } from "./footnote-util";
+
+export interface FootnoteDefinitionOptions {
+  HTMLAttributes: Record<string, any>;
+  view: any;
+}
+
+/**
+ * A single footnote definition: an editable block (paragraphs only, no nested
+ * footnotes) keyed by `id` to its reference. Lives only inside `footnotesList`.
+ */
+export const FootnoteDefinition = Node.create<FootnoteDefinitionOptions>({
+  name: FOOTNOTE_DEFINITION_NAME,
+
+  // paragraph+ keeps definitions simple. Note this does NOT block nested
+  // footnote references on its own: a footnoteReference is inline and the
+  // paragraphs here accept inline content, so the schema would permit one.
+  // Nested references are instead prevented by the setFootnote command and the
+  // sync plugin (which refuse to create/keep a reference inside a definition).
+  content: "paragraph+",
+  defining: true,
+  isolating: true,
+  selectable: false,
+
+  addOptions() {
+    return {
+      HTMLAttributes: {},
+      view: null,
+    };
+  },
+
+  addAttributes() {
+    return {
+      id: {
+        default: null,
+        parseHTML: (element) => element.getAttribute("data-id"),
+        renderHTML: (attributes) => {
+          if (!attributes.id) return {};
+          return { "data-id": attributes.id };
+        },
+      },
+    };
+  },
+
+  parseHTML() {
+    return [
+      {
+        tag: "div[data-footnote-def]",
+      },
+    ];
+  },
+
+  renderHTML({ HTMLAttributes }) {
+    return [
+      "div",
+      mergeAttributes(
+        { "data-footnote-def": "", class: "footnote-def" },
+        this.options.HTMLAttributes,
+        HTMLAttributes,
+      ),
+      0,
+    ];
+  },
+
+  addNodeView() {
+    if (!this.options.view) return null;
+    this.editor.isInitialized = true;
+    return ReactNodeViewRenderer(this.options.view);
+  },
+});

packages/editor-ext/src/lib/footnote/footnote-markdown.test.ts

@@ -0,0 +1,140 @@
+import { describe, it, expect } from "vitest";
+import { htmlToMarkdown } from "../markdown/utils/turndown.utils";
+import { markdownToHtml } from "../markdown/utils/marked.utils";
+import { extractFootnoteDefinitions } from "../markdown/utils/footnote.marked";
+
+// HTML the editor-ext nodes render (sup[data-footnote-ref], section/div).
+const HTML =
+  `<p>Water<sup data-footnote-ref data-id="fn1"></sup> and clay<sup data-footnote-ref data-id="fn2"></sup>.</p>` +
+  `<section data-footnotes>` +
+  `<div data-footnote-def data-id="fn1"><p>First note.</p></div>` +
+  `<div data-footnote-def data-id="fn2"><p>Second note.</p></div>` +
+  `</section>`;
+
+describe("footnote markdown round-trip", () => {
+  it("HTML -> Markdown produces pandoc footnote syntax", () => {
+    const md = htmlToMarkdown(HTML);
+    expect(md).toContain("[^fn1]");
+    expect(md).toContain("[^fn2]");
+    expect(md).toContain("[^fn1]: First note.");
+    expect(md).toContain("[^fn2]: Second note.");
+  });
+
+  it("Markdown -> HTML rebuilds the footnote nodes' HTML", async () => {
+    const md = htmlToMarkdown(HTML);
+    const html = await markdownToHtml(md);
+    expect(html).toContain('data-footnote-ref data-id="fn1"');
+    expect(html).toContain('data-footnote-ref data-id="fn2"');
+    expect(html).toContain("data-footnotes");
+    expect(html).toContain('data-footnote-def data-id="fn1"');
+    expect(html).toContain("First note.");
+    expect(html).toContain("Second note.");
+  });
+
+  it("preserves a [^id]: line shown inside a fenced code block (not a definition)", async () => {
+    // A document that DOCUMENTS footnote syntax inside a code fence. The
+    // `[^demo]: ...` line is example text, not a real definition, and must
+    // survive the Markdown -> HTML conversion verbatim.
+    const md = [
+      "Here is how footnotes look:",
+      "",
+      "```markdown",
+      "Some text[^demo]",
+      "",
+      "[^demo]: this is the definition",
+      "```",
+      "",
+      "End of doc.",
+    ].join("\n");
+
+    const html = await markdownToHtml(md);
+    // The example definition line is kept inside the rendered code block.
+    expect(html).toContain("[^demo]: this is the definition");
+    // It did NOT get pulled out into a real footnotes section.
+    expect(html).not.toContain("data-footnotes");
+    expect(html).not.toContain("data-footnote-def");
+  });
+
+  it("extractFootnoteDefinitions de-duplicates colliding ids and rewrites markers", () => {
+    // Two definitions share id `d`, and the body has two `[^d]` markers. The
+    // output must keep BOTH definitions with DISTINCT ids and rewrite the second
+    // marker so the (reference, definition) pairing stays 1:1.
+    const md = [
+      "See here[^d] and there[^d].",
+      "",
+      "[^d]: first",
+      "[^d]: second",
+    ].join("\n");
+
+    const { body, section } = extractFootnoteDefinitions(md);
+
+    // Pull out the def ids from the section in order.
+    const defIds = Array.from(
+      section.matchAll(/data-footnote-def data-id="([^"]+)"/g),
+    ).map((m) => m[1]);
+    expect(defIds.length).toBe(2);
+    expect(new Set(defIds).size).toBe(2); // distinct
+    expect(defIds[0]).toBe("d"); // first definition keeps the id
+
+    // Both definition texts survive.
+    expect(section).toContain("first");
+    expect(section).toContain("second");
+
+    // The body still has two markers, now pointing at the two distinct ids.
+    const refIds = Array.from(body.matchAll(/\[\^([^\]\s]+)\]/g)).map(
+      (m) => m[1],
+    );
+    expect(refIds.length).toBe(2);
+    expect(refIds.sort()).toEqual(defIds.sort());
+  });
+
+  it("extractFootnoteDefinitions dedups DETERMINISTICALLY (same input -> same ids)", () => {
+    // The derived id must be a pure function of the input markdown so importing
+    // the same source twice (or via the editor and the MCP mirror) yields
+    // identical ids — never random/time-based.
+    const md = [
+      "See[^d] one[^d] two[^d].",
+      "",
+      "[^d]: first",
+      "[^d]: second",
+      "[^d]: third",
+    ].join("\n");
+
+    const run = () => {
+      const { body, section } = extractFootnoteDefinitions(md);
+      const defIds = Array.from(
+        section.matchAll(/data-footnote-def data-id="([^"]+)"/g),
+      ).map((m) => m[1]);
+      const refIds = Array.from(body.matchAll(/\[\^([^\]\s]+)\]/g)).map(
+        (m) => m[1],
+      );
+      return { defIds, refIds };
+    };
+
+    const a = run();
+    const b = run();
+    // Identical across runs (this is what would FAIL on the random-id version).
+    expect(a.defIds).toEqual(b.defIds);
+    expect(a.refIds).toEqual(b.refIds);
+    // Deterministic derived scheme: keeper "d", duplicates "d__2", "d__3".
+    expect(a.defIds).toEqual(["d", "d__2", "d__3"]);
+    expect(a.refIds.sort()).toEqual(a.defIds.sort());
+  });
+
+  it("markdownToHtml with duplicate ids renders two distinct footnote defs", async () => {
+    const md = [
+      "See here[^d] and there[^d].",
+      "",
+      "[^d]: first",
+      "[^d]: second",
+    ].join("\n");
+    const html = await markdownToHtml(md);
+    const defIds = Array.from(
+      html.matchAll(/data-footnote-def data-id="([^"]+)"/g),
+    ).map((m) => m[1]);
+    expect(defIds.length).toBe(2);
+    expect(new Set(defIds).size).toBe(2);
+    expect(html).toContain("first");
+    expect(html).toContain("second");
+  });
+});

packages/editor-ext/src/lib/footnote/footnote-numbering.ts

@@ -0,0 +1,119 @@
+import { EditorState, Plugin, PluginKey } from "@tiptap/pm/state";
+import { Decoration, DecorationSet } from "@tiptap/pm/view";
+import { Node as ProseMirrorNode } from "@tiptap/pm/model";
+import {
+  FOOTNOTE_DEFINITION_NAME,
+  FOOTNOTE_REFERENCE_NAME,
+  computeFootnoteNumbers,
+} from "./footnote-util";
+
+export const footnoteNumberingPluginKey = new PluginKey<FootnoteNumberingState>(
+  "footnoteNumbering",
+);
+
+/**
+ * Cached state of the numbering plugin. Both the displayed-number map and the
+ * decoration set are computed ONCE per doc-changing transaction (in `apply`) and
+ * cached here, so NodeViews can read a footnote's number by id without walking
+ * the whole document on every React render (which was O(n^2) per keystroke in
+ * large docs).
+ */
+interface FootnoteNumberingState {
+  /** referenceId -> 1-based display number, for the current doc. */
+  numbers: Map<string, number>;
+  /** Decorations rendering those numbers (refs + definitions). */
+  decorations: DecorationSet;
+}
+
+/**
+ * Build the decoration set for footnote numbers. Pure function of the document:
+ * walk references in document order, assign 1-based numbers, then attach a
+ * node decoration (carrying the number via a CSS variable + data attribute) to
+ * every reference and to every matching definition. Because it is deterministic
+ * from the document alone, all collaborating clients compute identical numbers
+ * with no document mutation.
+ */
+export function buildFootnoteDecorations(doc: ProseMirrorNode): DecorationSet {
+  return buildFootnoteNumberingState(doc).decorations;
+}
+
+/**
+ * Compute both the number map AND the decorations for `doc` in a single walk.
+ * The plugin caches the result so NodeViews can read numbers without
+ * recomputing.
+ */
+function buildFootnoteNumberingState(
+  doc: ProseMirrorNode,
+): FootnoteNumberingState {
+  const numbers = computeFootnoteNumbers(doc);
+  const decorations: Decoration[] = [];
+
+  doc.descendants((node, pos) => {
+    if (node.type.name === FOOTNOTE_REFERENCE_NAME) {
+      const num = numbers.get(node.attrs.id);
+      if (num != null) {
+        decorations.push(
+          Decoration.node(pos, pos + node.nodeSize, {
+            "data-footnote-number": String(num),
+            style: `--footnote-number: "${num}";`,
+          }),
+        );
+      }
+    }
+    if (node.type.name === FOOTNOTE_DEFINITION_NAME) {
+      const num = numbers.get(node.attrs.id);
+      if (num != null) {
+        decorations.push(
+          Decoration.node(pos, pos + node.nodeSize, {
+            "data-footnote-number": String(num),
+            style: `--footnote-number: "${num}";`,
+          }),
+        );
+      }
+    }
+  });
+
+  return { numbers, decorations: DecorationSet.create(doc, decorations) };
+}
+
+/**
+ * Read the cached footnote number for `id` from the numbering plugin's state.
+ * This is the source NodeViews should use instead of calling
+ * computeFootnoteNumbers() on every render (that walked the whole doc per
+ * NodeView per render = O(n^2) per keystroke). Returns undefined if the plugin
+ * is not installed or the id has no number yet.
+ */
+export function getFootnoteNumber(
+  state: EditorState,
+  id: string,
+): number | undefined {
+  return footnoteNumberingPluginKey.getState(state)?.numbers.get(id);
+}
+
+/**
+ * ProseMirror plugin that renders footnote numbers as decorations. It never
+ * mutates the document (safe in read-only / share and in collaboration) — it
+ * only recomputes decorations from the current doc on each transaction.
+ */
+export function footnoteNumberingPlugin(): Plugin {
+  return new Plugin({
+    key: footnoteNumberingPluginKey,
+    state: {
+      init(_, { doc }) {
+        return buildFootnoteNumberingState(doc);
+      },
+      apply(tr, old) {
+        // Recompute (and re-cache) only when the document actually changed, so
+        // the number map NodeViews read stays current on every edit while
+        // non-doc transactions (selection, etc.) reuse the cache for free.
+        if (!tr.docChanged) return old;
+        return buildFootnoteNumberingState(tr.doc);
+      },
+    },
+    props: {
+      decorations(state) {
+        return footnoteNumberingPluginKey.getState(state)?.decorations;
+      },
+    },
+  });
+}

packages/editor-ext/src/lib/footnote/footnote-reference.ts

@@ -0,0 +1,331 @@
+import { mergeAttributes, Node } from "@tiptap/core";
+import { TextSelection, Transaction } from "@tiptap/pm/state";
+import { ReactNodeViewRenderer } from "@tiptap/react";
+import {
+  FOOTNOTE_DEFINITION_NAME,
+  FOOTNOTE_REFERENCE_NAME,
+  FOOTNOTES_LIST_NAME,
+  generateFootnoteId,
+} from "./footnote-util";
+import { footnoteNumberingPlugin } from "./footnote-numbering";
+import { footnoteSyncPlugin, footnotePastePlugin } from "./footnote-sync";
+
+export interface FootnoteReferenceOptions {
+  HTMLAttributes: Record<string, any>;
+  view: any;
+  /**
+   * Optional predicate identifying remote/collaboration transactions so the
+   * sync plugin skips them (orphan cleanup must run only on local changes).
+   */
+  isRemoteTransaction?: (tr: Transaction) => boolean;
+  /**
+   * When false, the footnote sync/integrity plugin is fully disabled — it never
+   * appends a transaction. Numbering decorations stay active. Set this in
+   * read-only / share editors so a viewer's doc is decorated (numbered) but
+   * never mutated (e.g. by a programmatic setContent). Defaults to true.
+   */
+  enableSync?: boolean;
+}
+
+declare module "@tiptap/core" {
+  interface Commands<ReturnType> {
+    footnote: {
+      /**
+       * Insert a footnote reference at the cursor and create the matching
+       * (empty) definition in the bottom footnotes list, in one transaction.
+       */
+      setFootnote: () => ReturnType;
+      /**
+       * Remove a footnote reference and cascade-delete its definition (one
+       * transaction so a single undo restores both).
+       */
+      removeFootnote: (id: string) => ReturnType;
+      /** Scroll to (and focus) a footnote definition by id. */
+      scrollToFootnote: (id: string) => ReturnType;
+      /** Scroll to (and select) a footnote reference by id. */
+      scrollToReference: (id: string) => ReturnType;
+    };
+  }
+}
+
+/**
+ * Inline atom that marks a footnote reference in the body text. It holds only
+ * an `id` linking it to its `footnoteDefinition`; the visible number is NOT
+ * stored — it is rendered by the numbering plugin as a decoration (see
+ * footnote-numbering.ts). Modeled on mention.ts (inline atom).
+ *
+ * The reference is forbidden inside code blocks and inside footnote definitions
+ * (no nested footnotes); those restrictions are enforced by the `setFootnote`
+ * command and the sync plugin rather than by schema content expressions, since
+ * an inline group node cannot express "not inside X" declaratively.
+ */
+export const FootnoteReference = Node.create<FootnoteReferenceOptions>({
+  name: FOOTNOTE_REFERENCE_NAME,
+
+  // Higher than the default (100) so its parse rule is considered before the
+  // Superscript mark's <sup> rule.
+  priority: 101,
+
+  group: "inline",
+  inline: true,
+  atom: true,
+  selectable: true,
+  draggable: false,
+
+  addOptions() {
+    return {
+      HTMLAttributes: {},
+      view: null,
+      isRemoteTransaction: undefined,
+      enableSync: true,
+    };
+  },
+
+  addProseMirrorPlugins() {
+    const plugins = [footnoteNumberingPlugin()];
+    // Numbering always runs (decoration-only). The sync/integrity plugin is
+    // skipped entirely when sync is disabled (read-only / share) so the viewer's
+    // doc is never mutated.
+    if (this.options.enableSync !== false) {
+      plugins.push(footnoteSyncPlugin(this.options.isRemoteTransaction));
+      // Regenerate colliding footnote ids on paste so a pasted reference+
+      // definition pair never clobbers/merges with an existing footnote.
+      plugins.push(footnotePastePlugin());
+    }
+    return plugins;
+  },
+
+  addAttributes() {
+    return {
+      id: {
+        default: null,
+        parseHTML: (element) => element.getAttribute("data-id"),
+        renderHTML: (attributes) => {
+          if (!attributes.id) return {};
+          return { "data-id": attributes.id };
+        },
+      },
+    };
+  },
+
+  parseHTML() {
+    return [
+      {
+        // High priority so the Superscript mark (which also matches <sup>) does
+        // not claim a footnote reference and drop it as empty content.
+        tag: "sup[data-footnote-ref]",
+        priority: 100,
+      },
+    ];
+  },
+
+  renderHTML({ HTMLAttributes }) {
+    return [
+      "sup",
+      mergeAttributes(
+        { "data-footnote-ref": "", class: "footnote-ref" },
+        this.options.HTMLAttributes,
+        HTMLAttributes,
+      ),
+    ];
+  },
+
+  // Plain-text representation (used by generateText / markdown text fallbacks).
+  renderText({ node }) {
+    return `[^${node.attrs.id ?? ""}]`;
+  },
+
+  addNodeView() {
+    if (!this.options.view) return null;
+    // Force the react node view to render immediately using flush sync.
+    this.editor.isInitialized = true;
+    return ReactNodeViewRenderer(this.options.view);
+  },
+
+  addCommands() {
+    return {
+      setFootnote:
+        () =>
+        ({ state, tr, dispatch, editor }) => {
+          const { schema, selection } = state;
+          const refType = schema.nodes[FOOTNOTE_REFERENCE_NAME];
+          const listType = schema.nodes[FOOTNOTES_LIST_NAME];
+          const defType = schema.nodes[FOOTNOTE_DEFINITION_NAME];
+          if (!refType || !listType || !defType) return false;
+
+          const { $from } = selection;
+
+          // Forbid references inside code blocks and inside footnote definitions
+          // (no nested footnotes).
+          for (let depth = $from.depth; depth > 0; depth--) {
+            const node = $from.node(depth);
+            if (
+              node.type.spec.code ||
+              node.type.name === FOOTNOTE_DEFINITION_NAME ||
+              node.type.name === FOOTNOTES_LIST_NAME
+            ) {
+              return false;
+            }
+          }
+
+          // Make sure the parent accepts an inline atom here.
+          const insertPos = selection.from;
+          if (!$from.parent.type.spec.content?.includes("inline") &&
+              !$from.parent.isTextblock) {
+            return false;
+          }
+
+          const id = generateFootnoteId();
+
+          // 1) Count references that occur strictly before the insertion point;
+          //    the new definition goes at that index in the bottom list so the
+          //    list order matches reference order.
+          let refsBefore = 0;
+          state.doc.nodesBetween(0, insertPos, (node) => {
+            if (node.type.name === FOOTNOTE_REFERENCE_NAME) refsBefore++;
+          });
+
+          // 2) Insert the reference at the cursor.
+          tr.insert(insertPos, refType.create({ id }));
+
+          // 3) Locate (or create) the footnotes list, then insert the new
+          //    definition at index `refsBefore`.
+          const emptyParagraph = schema.nodes.paragraph.create();
+          const definition = defType.create({ id }, emptyParagraph);
+
+          // Find existing list (always the last top-level child if present).
+          let listPos: number | null = null;
+          let listNode: any = null;
+          tr.doc.forEach((child, offset) => {
+            if (child.type.name === FOOTNOTES_LIST_NAME) {
+              listPos = offset;
+              listNode = child;
+            }
+          });
+
+          let defInsidePos: number | null = null;
+          if (listNode == null) {
+            // Create a new list at the very end of the document.
+            const list = listType.create(null, definition);
+            const end = tr.doc.content.size;
+            tr.insert(end, list);
+            // Cursor target: inside the new definition's first paragraph.
+            // end -> list open, +1 definition open, +1 paragraph open.
+            defInsidePos = end + 3;
+          } else {
+            // Insert at the right index within the existing list.
+            const listStart = listPos! + 1; // position of the first definition
+            let pos = listStart;
+            let index = 0;
+            listNode.forEach((defChild: any, defOffset: number) => {
+              if (index < refsBefore) {
+                pos = listStart + defOffset + defChild.nodeSize;
+                index++;
+              }
+            });
+            tr.insert(pos, definition);
+            defInsidePos = pos + 2; // +1 enter definition, +1 enter paragraph
+          }
+
+          if (dispatch) {
+            // Move the cursor into the new definition's paragraph so the user
+            // can immediately type the footnote text.
+            try {
+              const resolved = tr.doc.resolve(
+                Math.min(defInsidePos!, tr.doc.content.size),
+              );
+              tr.setSelection(TextSelection.near(resolved));
+            } catch {
+              // Selection placement is best-effort; ignore failures.
+            }
+            tr.scrollIntoView();
+            dispatch(tr);
+          }
+
+          return true;
+        },
+
+      removeFootnote:
+        (id: string) =>
+        ({ state, tr, dispatch }) => {
+          if (!id) return false;
+
+          // Collect: reference range(s), the definition range, and the list.
+          const refRanges: Array<{ from: number; to: number }> = [];
+          let defRange: { from: number; to: number } | null = null;
+          let listInfo: { pos: number; size: number; count: number } | null =
+            null;
+
+          state.doc.descendants((node, pos) => {
+            if (
+              node.type.name === FOOTNOTE_REFERENCE_NAME &&
+              node.attrs.id === id
+            ) {
+              refRanges.push({ from: pos, to: pos + node.nodeSize });
+            }
+            if (
+              node.type.name === FOOTNOTE_DEFINITION_NAME &&
+              node.attrs.id === id
+            ) {
+              defRange = { from: pos, to: pos + node.nodeSize };
+            }
+            if (node.type.name === FOOTNOTES_LIST_NAME) {
+              listInfo = {
+                pos,
+                size: node.nodeSize,
+                count: node.childCount,
+              };
+            }
+          });
+
+          if (refRanges.length === 0 && !defRange) return false;
+
+          // Build the list of ranges to delete. If removing this definition
+          // would empty the list (it is the list's only child), delete the
+          // entire list instead — an empty footnotesList is invalid schema and
+          // a leftover empty list would be ugly.
+          const ranges: Array<{ from: number; to: number }> = [...refRanges];
+          if (defRange) {
+            if (listInfo && (listInfo as any).count <= 1) {
+              const li = listInfo as { pos: number; size: number };
+              ranges.push({ from: li.pos, to: li.pos + li.size });
+            } else {
+              ranges.push(defRange);
+            }
+          }
+
+          // Delete from the end so earlier positions stay valid.
+          ranges
+            .sort((a, b) => b.from - a.from)
+            .forEach(({ from, to }) => tr.delete(from, to));
+
+          if (dispatch) dispatch(tr);
+          return true;
+        },
+
+      scrollToFootnote:
+        (id: string) =>
+        ({ editor }) => {
+          if (!id) return false;
+          const dom = editor.view.dom.querySelector(
+            `[data-footnote-def][data-id="${id}"]`,
+          ) as HTMLElement | null;
+          if (!dom) return false;
+          dom.scrollIntoView({ behavior: "smooth", block: "center" });
+          return true;
+        },
+
+      scrollToReference:
+        (id: string) =>
+        ({ editor }) => {
+          if (!id) return false;
+          const dom = editor.view.dom.querySelector(
+            `sup[data-footnote-ref][data-id="${id}"]`,
+          ) as HTMLElement | null;
+          if (!dom) return false;
+          dom.scrollIntoView({ behavior: "smooth", block: "center" });
+          return true;
+        },
+    };
+  },
+});

packages/editor-ext/src/lib/footnote/footnote-sync.ts

@@ -0,0 +1,634 @@
+import { Plugin, PluginKey, Transaction } from "@tiptap/pm/state";
+import { Node as ProseMirrorNode, Fragment, Slice } from "@tiptap/pm/model";
+import {
+  FOOTNOTE_DEFINITION_NAME,
+  FOOTNOTE_REFERENCE_NAME,
+  FOOTNOTES_LIST_NAME,
+  deriveFootnoteId,
+} from "./footnote-util";
+
+export const footnoteSyncPluginKey = new PluginKey("footnoteSync");
+
+const SYNC_META = "footnoteSyncApplied";
+
+interface RefOccurrence {
+  /** Position of the reference node in the document. */
+  pos: number;
+  /** The id the reference currently carries. */
+  id: string;
+  node: ProseMirrorNode;
+}
+
+interface DefOccurrence {
+  /** Position of the definition node in the document. */
+  pos: number;
+  /** The id the definition currently carries. */
+  id: string;
+  node: ProseMirrorNode;
+}
+
+interface FootnoteScan {
+  /**
+   * Every reference occurrence in document order (NOT de-duplicated). Needed so
+   * that duplicate ids — which would otherwise be silently collapsed — can be
+   * detected and (together with their definitions) re-id'd instead of dropped.
+   */
+  refOccurrences: RefOccurrence[];
+  /**
+   * Every definition occurrence in document order (NOT de-duplicated). The old
+   * implementation used a last-wins Map here, which is exactly what caused
+   * silent data loss: two definitions sharing an id collapsed to one.
+   */
+  defOccurrences: DefOccurrence[];
+  /** Every top-level footnotesList node, in document order. */
+  lists: Array<{ pos: number; node: ProseMirrorNode }>;
+}
+
+function scan(doc: ProseMirrorNode): FootnoteScan {
+  const refOccurrences: RefOccurrence[] = [];
+  const defOccurrences: DefOccurrence[] = [];
+  const lists: Array<{ pos: number; node: ProseMirrorNode }> = [];
+
+  doc.descendants((node, pos) => {
+    if (node.type.name === FOOTNOTE_REFERENCE_NAME) {
+      const id = node.attrs.id;
+      if (id) refOccurrences.push({ pos, id, node });
+    }
+    if (node.type.name === FOOTNOTE_DEFINITION_NAME) {
+      const id = node.attrs.id;
+      if (id) defOccurrences.push({ pos, id, node });
+    }
+    if (node.type.name === FOOTNOTES_LIST_NAME) {
+      lists.push({ pos, node });
+    }
+  });
+
+  return { refOccurrences, defOccurrences, lists };
+}
+
+/**
+ * Result of resolving id collisions: a 1:1, de-duplicated pairing plan plus the
+ * concrete reference re-id edits that must be applied to the body so the doc no
+ * longer contains two footnotes sharing a single id.
+ *
+ * The overriding invariant is that NO definition is ever dropped here: every
+ * definition occurrence ends up with a unique id and therefore survives the
+ * canonical rebuild. Duplicate references are likewise re-id'd (and paired with
+ * a duplicate definition when one exists) so importing/pasting `[^d]` twice with
+ * two `[^d]:` definitions yields TWO distinct footnotes rather than one.
+ */
+interface CollisionPlan {
+  /**
+   * Reference ids in document order, de-duplicated AFTER re-id. This is the
+   * source of truth for definition order/numbering, exactly as before — only
+   * now collisions have been resolved so it no longer hides duplicates.
+   */
+  referenceIds: string[];
+  /** id -> definition node, after duplicates were re-id'd. One entry per id. */
+  definitions: Map<string, ProseMirrorNode>;
+  /**
+   * Body reference re-id edits to apply (position of a reference node -> the
+   * fresh id it must carry). Empty when there are no colliding references.
+   */
+  refReids: Array<{ pos: number; node: ProseMirrorNode; newId: string }>;
+  /** True when any collision required a re-id (refs and/or defs). */
+  changed: boolean;
+}
+
+/**
+ * Resolve duplicate-id collisions among references and definitions WITHOUT ever
+ * dropping a definition.
+ *
+ * Strategy:
+ *  - Walk references in document order. The FIRST reference for an id keeps it.
+ *    Any later reference sharing that id is a duplicate and gets a fresh unique
+ *    id; if a still-unclaimed duplicate definition with the original id exists,
+ *    it is re-id'd to the SAME fresh id so the (ref, def) pair stays matched.
+ *  - Walk definitions in document order. The FIRST definition for an id keeps
+ *    it; later duplicates that were not already claimed by a duplicate reference
+ *    get their own fresh unique id (surviving as a distinct footnote/orphan).
+ *
+ * Re-id determinism: every fresh id is DERIVED from document state via
+ * deriveFootnoteId (e.g. `X__2`, `X__3`, collision-bumped against the set of ids
+ * already present) — NEVER random/time-based. Because the sync plugin runs
+ * identically on every collaborating client, a deterministic re-id is the only
+ * way they can converge on the SAME ids; a random id (the previous
+ * implementation) made two clients editing the same duplicate-id document mint
+ * DIFFERENT ids for the same duplicate, causing permanent Yjs divergence.
+ */
+function resolveCollisions(scan: FootnoteScan): CollisionPlan {
+  const definitions = new Map<string, ProseMirrorNode>();
+  const refReids: Array<{
+    pos: number;
+    node: ProseMirrorNode;
+    newId: string;
+  }> = [];
+  const referenceIds: string[] = [];
+  const seenRefIds = new Set<string>();
+  let changed = false;
+
+  // `taken` is the set of every id that must be avoided when minting a derived
+  // id: all original reference + definition ids in the document PLUS every id we
+  // mint during this pass. It is pure document state, so the derivation stays
+  // deterministic across clients. Per-original occurrence counters make the k-th
+  // duplicate of `X` deterministically become `X__2`, `X__3`, ...
+  const taken = new Set<string>();
+  for (const occ of scan.refOccurrences) taken.add(occ.id);
+  for (const occ of scan.defOccurrences) taken.add(occ.id);
+  const occurrenceOf = new Map<string, number>();
+  // Mint a deterministic unique id for a duplicate of `originalId`. The first
+  // duplicate is occurrence 2 (the keeper is occurrence 1), then 3, 4, ...
+  const mintId = (originalId: string): string => {
+    const next = (occurrenceOf.get(originalId) ?? 1) + 1;
+    occurrenceOf.set(originalId, next);
+    const id = deriveFootnoteId(originalId, next, taken);
+    taken.add(id);
+    return id;
+  };
+
+  // Bucket definition occurrences by their original id so a duplicate reference
+  // can claim a matching (as-yet-unclaimed) duplicate definition and re-id the
+  // pair together. defByOriginalId[id] is consumed front-to-back.
+  const defByOriginalId = new Map<string, DefOccurrence[]>();
+  for (const occ of scan.defOccurrences) {
+    const arr = defByOriginalId.get(occ.id);
+    if (arr) arr.push(occ);
+    else defByOriginalId.set(occ.id, [occ]);
+  }
+  // The FIRST definition for each id is the canonical keeper of that id.
+  const claimed = new Set<DefOccurrence>();
+
+  for (const ref of scan.refOccurrences) {
+    if (!seenRefIds.has(ref.id)) {
+      // First reference with this id keeps it.
+      seenRefIds.add(ref.id);
+      referenceIds.push(ref.id);
+      continue;
+    }
+    // Duplicate reference: assign a deterministic derived id. Pair it with the
+    // next unclaimed duplicate definition (NOT the first keeper) carrying the
+    // same original id, if one exists, so the (ref, def) pairing is preserved
+    // 1:1.
+    const newId = mintId(ref.id);
+    refReids.push({ pos: ref.pos, node: ref.node, newId });
+    seenRefIds.add(newId);
+    referenceIds.push(newId);
+    changed = true;
+
+    const candidates = defByOriginalId.get(ref.id) ?? [];
+    // Skip the first occurrence (it keeps the original id); pick the first
+    // duplicate not already claimed.
+    for (let i = 1; i < candidates.length; i++) {
+      const cand = candidates[i];
+      if (!claimed.has(cand)) {
+        claimed.add(cand);
+        definitions.set(newId, cand.node);
+        break;
+      }
+    }
+  }
+
+  // Now place every definition under a unique id. The first occurrence of each
+  // original id keeps it; remaining duplicates either were paired with a
+  // duplicate reference above (already placed) or get a fresh standalone id.
+  const seenDefIds = new Set<string>();
+  for (const occ of scan.defOccurrences) {
+    if (claimed.has(occ)) continue; // already placed against a duplicate ref id
+    if (!seenDefIds.has(occ.id)) {
+      seenDefIds.add(occ.id);
+      definitions.set(occ.id, occ.node);
+    } else {
+      // Duplicate definition with no duplicate reference to pair with: keep it
+      // with a deterministic derived id so it is NEVER silently dropped. (It
+      // becomes an orphan and is then subject to the normal orphan policy — but
+      // only ever because it has no matching reference, never because it
+      // collided.)
+      const newId = mintId(occ.id);
+      definitions.set(newId, occ.node);
+      changed = true;
+    }
+  }
+
+  return { referenceIds, definitions, refReids, changed };
+}
+
+/**
+ * Idempotent integrity pass for footnotes. Runs only on LOCAL document changes
+ * (skips remote/collaboration steps and — crucially — its own appended meta) so
+ * the plugin can never re-trigger itself, guaranteeing termination.
+ *
+ * Everything is computed against the CURRENT document in a SINGLE invocation and
+ * emitted as AT MOST ONE transaction, always tagged with SYNC_META (and
+ * addToHistory:false). The strategy is "rebuild the canonical footnotes section
+ * from the desired end-state" rather than running several self-triggering
+ * passes:
+ *
+ *  1. Collect every footnote reference id in document order (the source of
+ *     truth for which definitions must exist and in what order).
+ *  2. Compute the desired list of definitions: one per referenced id, in
+ *     reference order, reusing the existing definition node when present or
+ *     creating an empty one when missing. Orphan definitions (no matching
+ *     reference) are dropped.
+ *  3. Compare against the actual footnotesList state:
+ *       - no references           -> there must be NO list (remove any);
+ *       - references present       -> there must be exactly ONE list, holding
+ *                                     exactly the desired definitions, and it
+ *                                     must sit after all real body content.
+ *  4. If the document already matches the desired end-state, return null (no
+ *     transaction) — this idempotence is what stops oscillation.
+ *
+ * Placement note: the list is considered correctly placed when nothing but
+ * EMPTY paragraphs follow it. This is deliberate so the plugin coexists with a
+ * trailing-node plugin (which keeps an empty paragraph at the very end of the
+ * doc): the footnote list does not need to be the literal last child, only the
+ * last block of meaningful content. Without this, the two plugins would
+ * ping-pong forever (list moved to end -> trailing paragraph appended -> list
+ * no longer last -> moved again ...).
+ *
+ * Duplicate-id collisions (two references and/or two definitions sharing one
+ * id — produced by importing `[^d]: a` / `[^d]: b`, or by pasting/duplicating a
+ * reference+definition pair) are resolved up front by resolveCollisions(): the
+ * duplicates are re-id'd to fresh unique ids so BOTH survive as distinct
+ * footnotes. This guarantees the overriding invariant — no footnoteDefinition is
+ * ever silently deleted by this automatic (addToHistory:false) transaction. A
+ * definition is only ever removed when it has NO matching reference (orphan
+ * policy), never because its id collided with another.
+ */
+export function footnoteSyncPlugin(
+  isRemoteTransaction?: (tr: Transaction) => boolean,
+): Plugin {
+  return new Plugin({
+    key: footnoteSyncPluginKey,
+    appendTransaction(transactions, _oldState, newState) {
+      // Only react to document changes.
+      if (!transactions.some((t) => t.docChanged)) return null;
+      // Skip our OWN appended transaction. This is the guard that makes the
+      // plugin loop-safe: the transaction we emit carries SYNC_META, so when
+      // ProseMirror feeds it back to appendTransaction we bail out immediately
+      // and never produce a follow-up. (Termination invariant.)
+      if (transactions.some((t) => t.getMeta(SYNC_META))) return null;
+      // Skip remote/collab steps (orphan cleanup must run only on local edits).
+      if (
+        isRemoteTransaction &&
+        transactions.some((t) => isRemoteTransaction(t))
+      ) {
+        return null;
+      }
+
+      const { doc, schema } = newState;
+      const defType = schema.nodes[FOOTNOTE_DEFINITION_NAME];
+      const listType = schema.nodes[FOOTNOTES_LIST_NAME];
+      const paragraphType = schema.nodes.paragraph;
+      if (!defType || !listType || !paragraphType) return null;
+
+      const info = scan(doc);
+
+      // 0) Resolve duplicate-id collisions (two references and/or two
+      //    definitions sharing one id) by re-id'ing duplicates to fresh unique
+      //    ids. This is the critical defense: the old last-wins Map silently
+      //    dropped all but the last definition for a shared id; here EVERY
+      //    definition survives with a unique id, and duplicate references are
+      //    paired with duplicate definitions so two same-id imports/pastes yield
+      //    two distinct footnotes instead of one.
+      const plan = resolveCollisions(info);
+      const referenceIds = plan.referenceIds;
+
+      // The set of ids that must have a definition, in reference order (after
+      // collision re-id). De-duplicated already by resolveCollisions.
+      const referenceIdSet = new Set(referenceIds);
+
+      // 1) For each definition occurrence, compute the id it should END UP with
+      //    (which differs from its current id only when collision resolution
+      //    re-id'd it). plan.definitions maps a FINAL id -> the chosen node, so
+      //    we invert it by node identity to recover each occurrence's target id.
+      const finalIdByNode = new Map<ProseMirrorNode, string>();
+      for (const [id, node] of plan.definitions) finalIdByNode.set(node, id);
+
+      const isEmptyParagraph = (node: ProseMirrorNode) =>
+        node.type === paragraphType && node.content.size === 0;
+
+      // 2) Classify every existing definition occurrence:
+      //    - reId:   keep the node in place, only change its id attr (collision).
+      //    - orphan: delete it (its final id has no matching reference).
+      //    A definition that already carries the right id and is referenced is
+      //    left COMPLETELY untouched (its Yjs subtree is preserved). This is the
+      //    core of the data-loss fix: a pure reference reorder produces NO
+      //    mutation of any definition subtree.
+      interface DefReid {
+        pos: number;
+        node: ProseMirrorNode;
+        newId: string;
+      }
+      const defReids: DefReid[] = [];
+      const orphanDefs: DefOccurrence[] = [];
+      // Track which referenced ids already have a surviving (non-orphan)
+      // definition, so we can synthesize the genuinely missing ones.
+      const satisfiedIds = new Set<string>();
+      // Choose a "primary" list to receive inserts/migrated defs: the LAST list
+      // whose placement is canonical (only empty paragraphs follow it), else the
+      // last list, else none. New defs and consolidated defs land here.
+      for (const occ of info.defOccurrences) {
+        const finalId = finalIdByNode.get(occ.node) ?? occ.id;
+        if (!referenceIdSet.has(finalId)) {
+          orphanDefs.push(occ);
+          continue;
+        }
+        if (occ.id !== finalId) {
+          defReids.push({ pos: occ.pos, node: occ.node, newId: finalId });
+        }
+        satisfiedIds.add(finalId);
+      }
+
+      // 3) Referenced ids with no surviving definition need a fresh empty one.
+      const missingIds = referenceIds.filter((id) => !satisfiedIds.has(id));
+
+      // 4) Determine list topology.
+      const hasRefs = referenceIds.length > 0;
+
+      // Pick the primary list: prefer the last canonically-placed list.
+      const listIsTrailing = (listPos: number, listNode: ProseMirrorNode) => {
+        const listEnd = listPos + listNode.nodeSize;
+        let ok = true;
+        doc.nodesBetween(listEnd, doc.content.size, (child, childPos) => {
+          if (childPos >= listEnd && child !== listNode) {
+            if (!isEmptyParagraph(child)) ok = false;
+          }
+          return false; // do not descend
+        });
+        return ok;
+      };
+      let primaryList: { pos: number; node: ProseMirrorNode } | null = null;
+      for (let i = info.lists.length - 1; i >= 0; i--) {
+        if (listIsTrailing(info.lists[i].pos, info.lists[i].node)) {
+          primaryList = info.lists[i];
+          break;
+        }
+      }
+      if (!primaryList && info.lists.length > 0) {
+        primaryList = info.lists[info.lists.length - 1];
+      }
+      // Extra lists (everything except the primary) must be consolidated away.
+      const extraLists = info.lists.filter((l) => l !== primaryList);
+      const inExtraList = (pos: number) =>
+        extraLists.some((l) => pos > l.pos && pos < l.pos + l.node.nodeSize);
+
+      // Definitions inside an extra list are migrated (recreated with the right
+      // id) into the primary list, so drop their in-place re-id markups — the
+      // whole extra list is deleted below and the markup would be wasted.
+      const defReidsToApply = defReids.filter((r) => !inExtraList(r.pos));
+
+      // 5) Decide whether anything must change. The document is canonical when:
+      //    - no collisions were resolved (refs or defs), AND
+      //    - no orphan definitions, AND
+      //    - no missing definitions, AND
+      //    - exactly the right number of lists (0 when no refs, else 1) AND the
+      //      single list is canonically placed (trailing).
+      const noChangeNeeded =
+        !plan.changed &&
+        defReids.length === 0 &&
+        orphanDefs.length === 0 &&
+        missingIds.length === 0 &&
+        extraLists.length === 0 &&
+        (hasRefs
+          ? info.lists.length === 1 && primaryList !== null
+          : info.lists.length === 0);
+
+      if (noChangeNeeded) return null;
+
+      // 6) Apply the targeted, minimal mutations in ONE transaction. We never
+      //    delete-and-recreate an unchanged definition subtree; we only:
+      //      (a) re-id specific colliding references and definitions (attr-only),
+      //      (b) delete genuine orphan definitions and extra/empty lists,
+      //      (c) insert genuinely-missing empty definitions and migrate defs out
+      //          of extra lists into the primary list,
+      //      (d) create the primary list if references exist but none does yet.
+      const tr = newState.tr;
+
+      // 6a) Re-id colliding references (inline atoms: attr-only, size-stable).
+      for (const reid of plan.refReids) {
+        tr.setNodeMarkup(tr.mapping.map(reid.pos), undefined, {
+          ...reid.node.attrs,
+          id: reid.newId,
+        });
+      }
+      // 6b) Re-id colliding definitions IN PLACE (attr-only). This preserves the
+      //     definition's content subtree — never delete+recreate it.
+      for (const reid of defReidsToApply) {
+        tr.setNodeMarkup(tr.mapping.map(reid.pos), undefined, {
+          ...reid.node.attrs,
+          id: reid.newId,
+        });
+      }
+
+      // 6c) Migrate non-orphan definitions out of every extra list into the
+      //     primary list (or, if there is no primary list, into a new one we
+      //     build), then delete the extra (now drained) lists. This is the only
+      //     path that moves a definition subtree, and it runs ONLY in the
+      //     abnormal multi-list case (paste/collab merge) — never on a plain
+      //     reorder, which keeps a single list untouched.
+      const migrated: ProseMirrorNode[] = [];
+      for (const extra of extraLists) {
+        extra.node.forEach((defChild) => {
+          if (defChild.type !== defType) return;
+          const finalId = finalIdByNode.get(defChild) ?? defChild.attrs.id;
+          if (!referenceIdSet.has(finalId)) return; // orphan: drop it
+          migrated.push(
+            defChild.attrs.id === finalId
+              ? defChild
+              : defType.create({ id: finalId }, defChild.content),
+          );
+        });
+      }
+
+      // 6c-bis) The definitions to INSERT into the primary list: migrated defs
+      //     from extra lists + freshly synthesized empty defs for references
+      //     that have no definition at all. Computed before deletions so we can
+      //     decide whether the primary list would be left empty.
+      const toInsert: ProseMirrorNode[] = [
+        ...migrated,
+        ...missingIds.map((id) =>
+          defType.create({ id }, paragraphType.create()),
+        ),
+      ];
+
+      // Does the primary list keep at least one definition after we strip its
+      // orphans AND counting the defs we are about to insert? If it ends up
+      // empty (an empty footnotesList is invalid schema), delete the WHOLE list
+      // instead of leaving a hollow shell. Only the primary list can receive
+      // inserts; extra lists are always deleted wholesale.
+      let primarySurvivors = 0;
+      if (primaryList) {
+        primaryList.node.forEach((defChild) => {
+          if (defChild.type !== defType) return;
+          const finalId = finalIdByNode.get(defChild) ?? defChild.attrs.id;
+          if (referenceIdSet.has(finalId)) primarySurvivors += 1;
+        });
+      }
+      const primaryWillBeEmpty =
+        !!primaryList && primarySurvivors === 0 && toInsert.length === 0;
+
+      // 6d) Delete orphan definitions, extra lists, and any list that would be
+      //     left empty. Sort deletions from the end so earlier positions stay
+      //     valid; map through tr.mapping to account for the (size-stable) re-id
+      //     markups and earlier deletions.
+      const deletions: Array<{ from: number; to: number }> = [];
+      const wholeListDeletes = new Set(extraLists);
+      if (primaryWillBeEmpty && primaryList) wholeListDeletes.add(primaryList);
+
+      for (const occ of orphanDefs) {
+        // Skip orphans inside a list that is being deleted wholesale.
+        const inWholeDeleted = [...wholeListDeletes].some(
+          (l) => occ.pos > l.pos && occ.pos < l.pos + l.node.nodeSize,
+        );
+        if (inWholeDeleted) continue;
+        deletions.push({ from: occ.pos, to: occ.pos + occ.node.nodeSize });
+      }
+      for (const l of wholeListDeletes) {
+        deletions.push({ from: l.pos, to: l.pos + l.node.nodeSize });
+      }
+      deletions
+        .sort((a, b) => b.from - a.from)
+        .forEach(({ from, to }) => {
+          tr.delete(tr.mapping.map(from), tr.mapping.map(to));
+        });
+
+      // If we deleted the primary list wholesale, it can no longer receive the
+      // inserts below — null it out so a fresh list is created when needed.
+      if (primaryWillBeEmpty) primaryList = null;
+
+      // 6e) Insert the migrated + synthesized definitions.
+      if (hasRefs) {
+        if (primaryList) {
+          if (toInsert.length > 0) {
+            // Append at the end of the (mapped) primary list, just before its
+            // closing token, so its existing definition subtrees are untouched.
+            // We only changed attrs (size-stable) and deleted OTHER nodes, so
+            // mapping the original list-end position forward lands at the same
+            // boundary; -1 puts us just inside the list's closing token.
+            const insertAt =
+              tr.mapping.map(primaryList.pos + primaryList.node.nodeSize) - 1;
+            tr.insert(insertAt, Fragment.fromArray(toInsert));
+          }
+        } else {
+          // No usable list exists yet but references do — create one holding the
+          // migrated + synthesized definitions, placed after the last meaningful
+          // (non-empty-paragraph) top-level block so it sits before any trailing
+          // empty paragraph the trailing-node plugin maintains.
+          const mappedDoc = tr.doc;
+          let insertPos = mappedDoc.content.size;
+          for (let i = mappedDoc.childCount - 1; i >= 0; i--) {
+            const child = mappedDoc.child(i);
+            if (isEmptyParagraph(child)) insertPos -= child.nodeSize;
+            else break;
+          }
+          const list = listType.create(null, Fragment.fromArray(toInsert));
+          tr.insert(insertPos, list);
+        }
+      }
+
+      if (!tr.docChanged) return null;
+
+      tr.setMeta(SYNC_META, true);
+      tr.setMeta("addToHistory", false);
+      return tr;
+    },
+  });
+}
+
+export const footnotePastePluginKey = new PluginKey("footnotePaste");
+
+/**
+ * Paste id-collision guard. When pasted content carries footnote reference or
+ * definition ids that ALREADY EXIST in the current document, regenerate those
+ * ids (consistently across the pasted slice, so a pasted reference and its
+ * definition keep pointing at each other) BEFORE the slice is inserted.
+ *
+ * Without this, pasting a reference+definition pair copied from elsewhere — or
+ * duplicating one in place — would merge with (or clobber) the existing footnote
+ * of the same id. The schema-sync plugin already guarantees no definition is
+ * ever silently deleted after the fact (it re-id's collisions), but regenerating
+ * at paste time keeps the pasted footnote cleanly separate from the start and
+ * avoids any transient merge.
+ *
+ * Only COLLIDING ids are remapped: a self-paste of a lone reference whose id is
+ * not present elsewhere is left untouched (so it still resolves to its existing
+ * definition).
+ */
+export function footnotePastePlugin(): Plugin {
+  return new Plugin({
+    key: footnotePastePluginKey,
+    props: {
+      transformPasted(slice, view) {
+        // Collect ids already present in the current document.
+        const existing = new Set<string>();
+        view.state.doc.descendants((node) => {
+          if (
+            node.type.name === FOOTNOTE_REFERENCE_NAME ||
+            node.type.name === FOOTNOTE_DEFINITION_NAME
+          ) {
+            const id = node.attrs.id;
+            if (id) existing.add(id);
+          }
+        });
+        if (existing.size === 0) return slice;
+
+        // Build a remap (old id -> fresh id) for every COLLIDING id found in the
+        // pasted slice, shared by references and definitions so a pasted pair
+        // stays matched. A paste is a distinct local user action (not a
+        // shared-state convergence point), so determinism is not strictly
+        // required here — but we derive the new id deterministically anyway
+        // (deriveFootnoteId against the current doc's id set) for consistency
+        // with the sync/import paths and to keep Math.random off this code path.
+        const remap = new Map<string, string>();
+        const collectColliding = (node: ProseMirrorNode) => {
+          if (
+            node.type.name === FOOTNOTE_REFERENCE_NAME ||
+            node.type.name === FOOTNOTE_DEFINITION_NAME
+          ) {
+            const id = node.attrs.id;
+            if (id && existing.has(id) && !remap.has(id)) {
+              const newId = deriveFootnoteId(id, 2, existing);
+              remap.set(id, newId);
+              // Reserve it so a second colliding id deriving to the same base
+              // bumps instead of clashing.
+              existing.add(newId);
+            }
+          }
+          node.descendants(collectColliding);
+        };
+        slice.content.descendants(collectColliding);
+        if (remap.size === 0) return slice;
+
+        // Rewrite the colliding ids throughout the slice.
+        const rewrite = (fragment: Fragment): Fragment => {
+          const nodes: ProseMirrorNode[] = [];
+          fragment.forEach((node) => {
+            const isFootnote =
+              node.type.name === FOOTNOTE_REFERENCE_NAME ||
+              node.type.name === FOOTNOTE_DEFINITION_NAME;
+            const newId = isFootnote ? remap.get(node.attrs.id) : undefined;
+            const newContent = node.content.size
+              ? rewrite(node.content)
+              : node.content;
+            if (newId) {
+              nodes.push(
+                node.type.create(
+                  { ...node.attrs, id: newId },
+                  newContent,
+                  node.marks,
+                ),
+              );
+            } else if (newContent !== node.content) {
+              nodes.push(node.copy(newContent));
+            } else {
+              nodes.push(node);
+            }
+          });
+          return Fragment.fromArray(nodes);
+        };
+
+        return new Slice(rewrite(slice.content), slice.openStart, slice.openEnd);
+      },
+    },
+  });
+}

packages/editor-ext/src/lib/footnote/footnote-util.ts

@@ -0,0 +1,132 @@
+import { Node as ProseMirrorNode } from "@tiptap/pm/model";
+
+/**
+ * Node type names for the footnote feature. Centralized so every part of the
+ * feature (nodes, plugins, commands) references the same string.
+ */
+export const FOOTNOTE_REFERENCE_NAME = "footnoteReference";
+export const FOOTNOTES_LIST_NAME = "footnotesList";
+export const FOOTNOTE_DEFINITION_NAME = "footnoteDefinition";
+
+/**
+ * Generate a uuidv7-style id (time-ordered). Implemented locally so editor-ext
+ * does not need a runtime dependency on the `uuid` package; matches the
+ * lexicographically-sortable layout uuidv7 produces.
+ */
+export function generateFootnoteId(): string {
+  const now = Date.now();
+  const timeHex = now.toString(16).padStart(12, "0");
+
+  const rand = (length: number) => {
+    let out = "";
+    for (let i = 0; i < length; i++) {
+      out += Math.floor(Math.random() * 16).toString(16);
+    }
+    return out;
+  };
+
+  // version 7 nibble, then variant (8..b) nibble.
+  const versioned = "7" + rand(3);
+  const variantNibble = (8 + Math.floor(Math.random() * 4)).toString(16);
+  const variant = variantNibble + rand(3);
+
+  return (
+    timeHex.slice(0, 8) +
+    "-" +
+    timeHex.slice(8, 12) +
+    "-" +
+    versioned +
+    "-" +
+    variant +
+    "-" +
+    rand(12)
+  );
+}
+
+/**
+ * Derive a DETERMINISTIC unique footnote id for the k-th (k >= 2) occurrence of
+ * an original id `X` during collision resolution. The result is a pure function
+ * of (`originalId`, `occurrence`, `taken`) so that every collaborating client —
+ * and every import path — computes the SAME new id for the same input document.
+ *
+ * CRITICAL: this MUST NOT use Math.random()/Date.now()/uuid. Two clients that
+ * each make a local edit on the same duplicate-id document have to converge on
+ * identical ids; a random id would diverge permanently over Yjs.
+ *
+ * Scheme: the base candidate is `${originalId}__${occurrence}` (e.g. `X__2`,
+ * `X__3`). If that candidate already exists in `taken` (an existing footnote id,
+ * or one we already minted in this pass), a stable alphabetic suffix is appended
+ * and bumped — `X__2b`, `X__2c`, ... — until the candidate is unique. `taken` is
+ * itself part of the document state, so the whole walk stays deterministic.
+ *
+ * `taken` is consulted but NOT mutated here; the caller adds the returned id to
+ * its own seen-set before requesting the next derived id.
+ *
+ * NOTE: this implementation is intentionally duplicated in
+ *   packages/mcp/src/lib/collaboration.ts (deriveFootnoteId)
+ * and MUST stay in sync with it so markdown imported through either path yields
+ * identical ids.
+ */
+export function deriveFootnoteId(
+  originalId: string,
+  occurrence: number,
+  taken: Set<string> | ReadonlySet<string>,
+): string {
+  let candidate = `${originalId}__${occurrence}`;
+  // Deterministic suffix bump: b, c, d, ... then aa, ab, ... if ever exhausted.
+  let n = 0;
+  while (taken.has(candidate)) {
+    n += 1;
+    candidate = `${originalId}__${occurrence}${suffix(n)}`;
+  }
+  return candidate;
+}
+
+/**
+ * Map 1 -> "b", 2 -> "c", ... 25 -> "z", 26 -> "ba", ... (base-25 over b..z,
+ * skipping "a" so the first bump is visibly distinct from the un-bumped base).
+ * Purely deterministic.
+ */
+function suffix(n: number): string {
+  let out = "";
+  let x = n;
+  while (x > 0) {
+    const rem = (x - 1) % 25;
+    out = String.fromCharCode(98 + rem) + out; // 98 = 'b'
+    x = Math.floor((x - 1) / 25);
+  }
+  return out;
+}
+
+/**
+ * Collect every `footnoteReference` id in document order. This is the single
+ * source of truth for numbering and ordering — a pure function of the document
+ * so every collaborating client computes the same result.
+ */
+export function collectReferenceIds(doc: ProseMirrorNode): string[] {
+  const ids: string[] = [];
+  doc.descendants((node) => {
+    if (node.type.name === FOOTNOTE_REFERENCE_NAME) {
+      const id = node.attrs.id;
+      if (id) ids.push(id);
+    }
+  });
+  return ids;
+}
+
+/**
+ * Build a map of `referenceId -> displayNumber` (1-based) from document order.
+ * Pure function — the basis for the numbering decorations and any test.
+ */
+export function computeFootnoteNumbers(
+  doc: ProseMirrorNode,
+): Map<string, number> {
+  const numbers = new Map<string, number>();
+  let n = 0;
+  for (const id of collectReferenceIds(doc)) {
+    if (!numbers.has(id)) {
+      numbers.set(id, ++n);
+    }
+  }
+  return numbers;
+}

packages/editor-ext/src/lib/footnote/footnote.test.ts

@@ -0,0 +1,948 @@
+import { describe, it, expect } from "vitest";
+import { Editor, Extension, getSchema } from "@tiptap/core";
+import { Document } from "@tiptap/extension-document";
+import { Paragraph } from "@tiptap/extension-paragraph";
+import { Text } from "@tiptap/extension-text";
+import { Superscript } from "@tiptap/extension-superscript";
+import { Plugin, PluginKey } from "@tiptap/pm/state";
+import { Node as PMNode } from "@tiptap/pm/model";
+import { EditorState } from "@tiptap/pm/state";
+import { FootnoteReference } from "./footnote-reference";
+import { FootnotesList } from "./footnotes-list";
+import { FootnoteDefinition } from "./footnote-definition";
+import { TrailingNode } from "../trailing-node";
+import { footnoteSyncPlugin } from "./footnote-sync";
+import { getFootnoteNumber } from "./footnote-numbering";
+import {
+  computeFootnoteNumbers,
+  collectReferenceIds,
+  FOOTNOTE_REFERENCE_NAME,
+  FOOTNOTES_LIST_NAME,
+  FOOTNOTE_DEFINITION_NAME,
+} from "./footnote-util";
+
+const extensions = [
+  Document,
+  Paragraph,
+  Text,
+  FootnoteReference,
+  FootnotesList,
+  FootnoteDefinition,
+];
+
+function makeEditor(content?: any) {
+  return new Editor({
+    extensions,
+    content: content ?? { type: "doc", content: [{ type: "paragraph" }] },
+  });
+}
+
+function countType(doc: PMNode, name: string): number {
+  let n = 0;
+  doc.descendants((node) => {
+    if (node.type.name === name) n++;
+  });
+  return n;
+}
+
+describe("footnote numbering (pure function)", () => {
+  it("numbers references in document order", () => {
+    const schema = getSchema(extensions);
+    const doc = PMNode.fromJSON(schema, {
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "x" } },
+            { type: "text", text: "b" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "y" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "x" },
+              content: [{ type: "paragraph" }],
+            },
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "y" },
+              content: [{ type: "paragraph" }],
+            },
+          ],
+        },
+      ],
+    });
+
+    expect(collectReferenceIds(doc)).toEqual(["x", "y"]);
+    const numbers = computeFootnoteNumbers(doc);
+    expect(numbers.get("x")).toBe(1);
+    expect(numbers.get("y")).toBe(2);
+  });
+});
+
+describe("setFootnote command", () => {
+  it("inserts a reference and a matching definition in the footnotes list", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        { type: "paragraph", content: [{ type: "text", text: "Hello" }] },
+      ],
+    });
+    // Cursor at end of the word.
+    editor.commands.setTextSelection(6);
+    const ok = editor.commands.setFootnote();
+    expect(ok).toBe(true);
+
+    const doc = editor.state.doc;
+    expect(countType(doc, FOOTNOTE_REFERENCE_NAME)).toBe(1);
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(1);
+
+    // The reference id and the definition id match.
+    let refId: string | null = null;
+    let defId: string | null = null;
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_REFERENCE_NAME) refId = node.attrs.id;
+      if (node.type.name === FOOTNOTE_DEFINITION_NAME) defId = node.attrs.id;
+    });
+    expect(refId).toBeTruthy();
+    expect(refId).toBe(defId);
+    editor.destroy();
+  });
+
+  it("inserts the definition at the correct position matching reference order", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        { type: "paragraph", content: [{ type: "text", text: "AAAA" }] },
+        { type: "paragraph", content: [{ type: "text", text: "BBBB" }] },
+      ],
+    });
+
+    // First footnote: place inside the SECOND paragraph (after "BBBB").
+    editor.commands.setTextSelection(11); // end of BBBB
+    editor.commands.setFootnote();
+
+    // Second footnote: place inside the FIRST paragraph (after "AAAA"),
+    // which is BEFORE the first reference in document order.
+    editor.commands.setTextSelection(5); // end of AAAA
+    editor.commands.setFootnote();
+
+    const doc = editor.state.doc;
+    // Reference order in document.
+    const refOrder = collectReferenceIds(doc);
+    // Definition order in the list.
+    const defOrder: string[] = [];
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_DEFINITION_NAME) {
+        defOrder.push(node.attrs.id);
+      }
+    });
+
+    expect(defOrder).toEqual(refOrder);
+    expect(defOrder.length).toBe(2);
+    editor.destroy();
+  });
+});
+
+describe("removeFootnote command (cascade)", () => {
+  it("removes both the reference and its definition, and drops the empty list", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        { type: "paragraph", content: [{ type: "text", text: "Hello" }] },
+      ],
+    });
+    editor.commands.setTextSelection(6);
+    editor.commands.setFootnote();
+
+    let id: string | null = null;
+    editor.state.doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_REFERENCE_NAME) id = node.attrs.id;
+    });
+    expect(id).toBeTruthy();
+
+    editor.commands.removeFootnote(id!);
+
+    const doc = editor.state.doc;
+    expect(countType(doc, FOOTNOTE_REFERENCE_NAME)).toBe(0);
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(0);
+    // empty list removed
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(0);
+    editor.destroy();
+  });
+});
+
+describe("footnote sync plugin (orphans)", () => {
+  it("creates an empty definition for a reference pasted without one", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "x" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "orphan-ref" } },
+          ],
+        },
+      ],
+    });
+    // Trigger a doc change so appendTransaction runs.
+    editor.commands.insertContentAt(1, " ");
+
+    const doc = editor.state.doc;
+    let defFound = false;
+    doc.descendants((node) => {
+      if (
+        node.type.name === FOOTNOTE_DEFINITION_NAME &&
+        node.attrs.id === "orphan-ref"
+      ) {
+        defFound = true;
+      }
+    });
+    expect(defFound).toBe(true);
+    editor.destroy();
+  });
+
+  it("merges multiple footnotesList nodes into one, preserving all definitions, as the last child", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "x" } },
+            { type: "text", text: "b" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "y" } },
+          ],
+        },
+        // First (stray) footnotes list, e.g. from a paste/collab merge.
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "x" },
+              content: [{ type: "paragraph", content: [{ type: "text", text: "X note" }] }],
+            },
+          ],
+        },
+        { type: "paragraph", content: [{ type: "text", text: "tail" }] },
+        // Second footnotes list (the "real" trailing one).
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "y" },
+              content: [{ type: "paragraph", content: [{ type: "text", text: "Y note" }] }],
+            },
+          ],
+        },
+      ],
+    });
+    // Trigger a local doc change so appendTransaction runs.
+    editor.commands.insertContentAt(1, " ");
+
+    const doc = editor.state.doc;
+    // Converged to exactly ONE list.
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    // Both definitions preserved (no tracking lost).
+    const defIds: string[] = [];
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_DEFINITION_NAME) defIds.push(node.attrs.id);
+    });
+    expect(defIds.sort()).toEqual(["x", "y"]);
+    // The single list is the LAST child of the document.
+    const lastChild = doc.child(doc.childCount - 1);
+    expect(lastChild.type.name).toBe(FOOTNOTES_LIST_NAME);
+    editor.destroy();
+  });
+
+  it("leaves a correct doc (single trailing list) unchanged — no merge loop", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "x" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "x" },
+              content: [{ type: "paragraph", content: [{ type: "text", text: "X note" }] }],
+            },
+          ],
+        },
+      ],
+    });
+    const before = editor.state.doc.toJSON();
+    // A change that doesn't touch footnote structure.
+    editor.commands.insertContentAt(1, "z");
+    const doc = editor.state.doc;
+    // Still exactly one list, still last, definition preserved.
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    const lastChild = doc.child(doc.childCount - 1);
+    expect(lastChild.type.name).toBe(FOOTNOTES_LIST_NAME);
+    // The footnotes list subtree is identical to before (no spurious rewrite).
+    const beforeList = before.content.find(
+      (n: any) => n.type === FOOTNOTES_LIST_NAME,
+    );
+    const afterList = doc
+      .toJSON()
+      .content.find((n: any) => n.type === FOOTNOTES_LIST_NAME);
+    expect(afterList).toEqual(beforeList);
+    editor.destroy();
+  });
+
+  it("two definitions sharing an id (with two matching references) BOTH survive the first edit (no data loss)", () => {
+    // Reproduces the verified data-loss bug: two footnoteDefinition nodes share
+    // id "d", and there are two references with id "d". The OLD code built the
+    // definitions Map last-wins and emitted exactly one definition for the
+    // de-duplicated reference, so the very first keystroke's sync transaction
+    // deleted the whole list and rebuilt it from one definition — silently
+    // destroying "first" and keeping only "second".
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "d" } },
+            { type: "text", text: "b" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "d" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "d" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "first" }] },
+              ],
+            },
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "d" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "second" }] },
+              ],
+            },
+          ],
+        },
+      ],
+    });
+    // The first local keystroke fires the sync plugin's appendTransaction.
+    editor.commands.insertContentAt(1, " ");
+
+    const doc = editor.state.doc;
+    // BOTH definitions survive.
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(2);
+    const defTexts: string[] = [];
+    const defIds: string[] = [];
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_DEFINITION_NAME) {
+        defIds.push(node.attrs.id);
+        defTexts.push(node.textContent);
+      }
+    });
+    // No content was lost: both "first" and "second" are still present.
+    expect(defTexts.sort()).toEqual(["first", "second"]);
+    // The colliding ids were made distinct.
+    expect(new Set(defIds).size).toBe(2);
+    // Each definition's id matches exactly one reference (1:1 pairing).
+    const refIds: string[] = [];
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_REFERENCE_NAME) refIds.push(node.attrs.id);
+    });
+    expect(refIds.sort()).toEqual(defIds.sort());
+    editor.destroy();
+  });
+
+  it("re-ids colliding duplicates DETERMINISTICALLY (two clients converge to identical ids)", () => {
+    // Cross-client determinism guard. Two collaborating clients each see the
+    // SAME duplicate-id document and each make a local edit. The sync plugin
+    // runs identically on every client, so it MUST mint the SAME new ids on both
+    // — otherwise the two clients diverge permanently over Yjs (duplicated
+    // footnotes). This is exactly the blocker the previous random-id
+    // (generateFootnoteId / Math.random) implementation caused: it would mint
+    // DIFFERENT ids on each client and this assertion would fail.
+    const duplicateDoc = {
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "d" } },
+            { type: "text", text: "b" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "d" } },
+            { type: "text", text: "c" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "d" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "d" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "one" }] },
+              ],
+            },
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "d" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "two" }] },
+              ],
+            },
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "d" },
+              content: [
+                {
+                  type: "paragraph",
+                  content: [{ type: "text", text: "three" }],
+                },
+              ],
+            },
+          ],
+        },
+      ],
+    };
+
+    const idsAfterLocalEdit = () => {
+      // A fresh editor instance = an independent "client" running the same
+      // plugin pipeline on the same starting document.
+      const editor = makeEditor(structuredClone(duplicateDoc));
+      editor.commands.insertContentAt(1, " "); // local keystroke -> sync runs
+      const refIds: string[] = [];
+      const defIds: string[] = [];
+      editor.state.doc.descendants((node) => {
+        if (node.type.name === FOOTNOTE_REFERENCE_NAME)
+          refIds.push(node.attrs.id);
+        if (node.type.name === FOOTNOTE_DEFINITION_NAME)
+          defIds.push(node.attrs.id);
+      });
+      editor.destroy();
+      return { refIds, defIds };
+    };
+
+    const clientA = idsAfterLocalEdit();
+    const clientB = idsAfterLocalEdit();
+
+    // Both clients computed IDENTICAL ids (the property that makes Yjs converge).
+    expect(clientA.refIds).toEqual(clientB.refIds);
+    expect(clientA.defIds).toEqual(clientB.defIds);
+
+    // And the ids are deterministic-derived (not random uuid-style): the keeper
+    // keeps "d", the duplicates become "d__2", "d__3".
+    expect(new Set(clientA.refIds)).toEqual(new Set(["d", "d__2", "d__3"]));
+    // Every definition survived with a unique id, 1:1 with the references.
+    expect(clientA.defIds.length).toBe(3);
+    expect(new Set(clientA.defIds).size).toBe(3);
+    expect([...clientA.refIds].sort()).toEqual([...clientA.defIds].sort());
+  });
+
+  it("removes an orphan definition with no matching reference", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        { type: "paragraph", content: [{ type: "text", text: "x" }] },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "orphan-def" },
+              content: [{ type: "paragraph" }],
+            },
+          ],
+        },
+      ],
+    });
+    editor.commands.insertContentAt(1, "y");
+
+    const doc = editor.state.doc;
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(0);
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(0);
+    editor.destroy();
+  });
+});
+
+/**
+ * Live-editor regression tests for the sync-plugin infinite loop (the hard
+ * freeze when activating /footnote). These drive a REAL Tiptap editor through
+ * the same plugin pipeline the browser uses — including the TrailingNode plugin,
+ * which is what turned the "move list to the end" pass into an infinite
+ * ping-pong (list moved last -> trailing paragraph appended after it -> list no
+ * longer last -> moved again -> ...).
+ *
+ * If the loop regresses, ProseMirror's appendTransaction round loop never
+ * terminates and these tests HANG (the vitest timeout fails them). The
+ * transaction counter additionally fails fast with a bounded iteration cap, so
+ * a regression surfaces as an explicit error instead of only a slow timeout.
+ */
+describe("footnote sync plugin (no infinite loop — live editor)", () => {
+  // Hard cap on how many doc-changing appendTransaction rounds we tolerate for a
+  // single user action. Convergence takes a couple of rounds at most; anything
+  // approaching this means the plugins are oscillating.
+  const MAX_ROUNDS = 50;
+
+  // The production editor wires FootnoteReference alongside TrailingNode and
+  // Superscript; both participate in the loop the bug exhibited, so we mirror
+  // that here.
+  function makeLiveEditor(content?: any) {
+    let rounds = 0;
+    // A guard plugin that counts doc-changing appendTransaction rounds and
+    // throws if they exceed the cap, converting a would-be infinite loop into a
+    // deterministic failure instead of a wall-clock hang.
+    const LoopGuard = Extension.create({
+      name: "footnoteLoopGuard",
+      // Run last so it observes every other plugin's appended transaction.
+      priority: -1000,
+      addProseMirrorPlugins() {
+        return [
+          new Plugin({
+            key: new PluginKey("footnoteLoopGuard"),
+            appendTransaction(transactions) {
+              if (transactions.some((t) => t.docChanged)) {
+                rounds += 1;
+                if (rounds > MAX_ROUNDS) {
+                  throw new Error(
+                    `footnote sync did not converge: exceeded ${MAX_ROUNDS} appendTransaction rounds (infinite loop)`,
+                  );
+                }
+              }
+              return null;
+            },
+          }),
+        ];
+      },
+    });
+
+    const editor = new Editor({
+      extensions: [
+        Document,
+        Paragraph,
+        Text,
+        Superscript,
+        TrailingNode,
+        LoopGuard,
+        FootnoteReference,
+        FootnotesList,
+        FootnoteDefinition,
+      ],
+      content: content ?? { type: "doc", content: [{ type: "paragraph" }] },
+    });
+    return { editor, getRounds: () => rounds, resetRounds: () => (rounds = 0) };
+  }
+
+  function lastFootnotesListIsTrailing(doc: PMNode): boolean {
+    // Canonical placement: the list is the last meaningful block — only empty
+    // paragraphs (the trailing-node) may follow it.
+    let listIndex = -1;
+    for (let i = 0; i < doc.childCount; i++) {
+      if (doc.child(i).type.name === FOOTNOTES_LIST_NAME) listIndex = i;
+    }
+    if (listIndex === -1) return false;
+    for (let i = listIndex + 1; i < doc.childCount; i++) {
+      const child = doc.child(i);
+      if (!(child.type.name === "paragraph" && child.content.size === 0)) {
+        return false;
+      }
+    }
+    return true;
+  }
+
+  it("setFootnote() RETURNS (no hang) and produces one ref + one def in a trailing list", () => {
+    const { editor } = makeLiveEditor({
+      type: "doc",
+      content: [{ type: "paragraph", content: [{ type: "text", text: "Hi" }] }],
+    });
+    editor.commands.setTextSelection(3);
+    const ok = editor.commands.setFootnote();
+    expect(ok).toBe(true);
+
+    const doc = editor.state.doc;
+    expect(countType(doc, FOOTNOTE_REFERENCE_NAME)).toBe(1);
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(1);
+    expect(lastFootnotesListIsTrailing(doc)).toBe(true);
+    editor.destroy();
+  });
+
+  it("a second setFootnote() does not hang: two refs + two defs in one list", () => {
+    const { editor } = makeLiveEditor({
+      type: "doc",
+      content: [{ type: "paragraph", content: [{ type: "text", text: "Hi" }] }],
+    });
+    editor.commands.setTextSelection(3);
+    editor.commands.setFootnote();
+    editor.commands.setTextSelection(3);
+    editor.commands.setFootnote();
+
+    const doc = editor.state.doc;
+    expect(countType(doc, FOOTNOTE_REFERENCE_NAME)).toBe(2);
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(2);
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    expect(lastFootnotesListIsTrailing(doc)).toBe(true);
+    editor.destroy();
+  });
+
+  it("converges and stabilizes: an unrelated edit does not keep producing transactions", () => {
+    const { editor, getRounds, resetRounds } = makeLiveEditor({
+      type: "doc",
+      content: [{ type: "paragraph", content: [{ type: "text", text: "Hi" }] }],
+    });
+    editor.commands.setTextSelection(3);
+    editor.commands.setFootnote();
+
+    // Now the doc is canonical. Dispatch an unrelated edit (insert text) and
+    // assert the sync plugin converges in a bounded number of rounds and the
+    // document is stable (one ref/def/list, list trailing).
+    resetRounds();
+    editor.commands.insertContentAt(1, "Z");
+    const afterFirst = editor.state.doc.toJSON();
+    const roundsAfterEdit = getRounds();
+    expect(roundsAfterEdit).toBeLessThan(MAX_ROUNDS);
+
+    // A follow-up no-op-ish edit must not re-trigger structural rewrites: the
+    // footnotes section is identical before and after a further unrelated edit.
+    editor.commands.insertContentAt(2, "Y");
+    const afterSecond = editor.state.doc.toJSON();
+
+    const listOf = (json: any) =>
+      json.content.find((n: any) => n.type === FOOTNOTES_LIST_NAME);
+    expect(listOf(afterSecond)).toEqual(listOf(afterFirst));
+    expect(countType(editor.state.doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    editor.destroy();
+  });
+
+  it("two footnotesList nodes converge to one (merge) without looping", () => {
+    const { editor } = makeLiveEditor({
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "x" } },
+            { type: "text", text: "b" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "y" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "x" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "X" }] },
+              ],
+            },
+          ],
+        },
+        { type: "paragraph", content: [{ type: "text", text: "tail" }] },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "y" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "Y" }] },
+              ],
+            },
+          ],
+        },
+      ],
+    });
+    // Trigger a local doc change so appendTransaction runs (must not hang).
+    editor.commands.insertContentAt(1, " ");
+
+    const doc = editor.state.doc;
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    const defIds: string[] = [];
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_DEFINITION_NAME)
+        defIds.push(node.attrs.id);
+    });
+    expect(defIds.sort()).toEqual(["x", "y"]);
+    expect(lastFootnotesListIsTrailing(doc)).toBe(true);
+    editor.destroy();
+  });
+});
+
+/**
+ * Data-loss-window regression guard (Fix 1). A pure reference REORDER must not
+ * cause the sync plugin to delete-and-recreate any definition subtree — doing so
+ * (the previous behaviour) would, through Yjs, replace the CRDT subtree of every
+ * definition and could lose a collaborator's in-flight characters on merge.
+ *
+ * Numbering is decoration-only (footnote-numbering.ts derives numbers from
+ * reference order), so the bottom list's PHYSICAL order need not match reference
+ * order for the displayed numbers to be correct. We therefore assert: the
+ * existing definition NODE INSTANCES are preserved (identity-equal) after the
+ * sync pass, AND the derived numbers follow the new reference order.
+ */
+describe("footnote sync plugin (no rebuild on reorder — data-loss guard)", () => {
+  function reorderedDoc() {
+    // The "out of order" end-state of a reorder: references occur as [b, a] but
+    // the bottom list still physically holds definitions in [a, b] order. This
+    // is exactly the situation a reference reorder produces (decoration-only
+    // numbering keeps the displayed numbers correct without physically moving
+    // the definition subtrees). The sync plugin must leave the definitions
+    // ALONE here — no delete/recreate of any definition subtree.
+    return {
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "p" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "b" } },
+            { type: "text", text: "q" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "a" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "a" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "A" }] },
+              ],
+            },
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "b" },
+              content: [
+                { type: "paragraph", content: [{ type: "text", text: "B" }] },
+              ],
+            },
+          ],
+        },
+      ],
+    };
+  }
+
+  function getDefNodesById(doc: PMNode): Map<string, PMNode> {
+    const m = new Map<string, PMNode>();
+    doc.descendants((node) => {
+      if (node.type.name === FOOTNOTE_DEFINITION_NAME) m.set(node.attrs.id, node);
+    });
+    return m;
+  }
+
+  it("does NOT delete/recreate existing definition subtrees for an out-of-order list (numbers still correct)", () => {
+    const editor = makeEditor(reorderedDoc());
+
+    // Capture the exact definition NODE INSTANCES before any sync pass.
+    const before = getDefNodesById(editor.state.doc);
+    // Sanity: both carry their content right now.
+    expect(before.get("a")!.textContent).toBe("A");
+    expect(before.get("b")!.textContent).toBe("B");
+
+    // Trigger a local edit elsewhere in the body so the sync plugin runs.
+    editor.commands.insertContentAt(1, "z");
+
+    const doc = editor.state.doc;
+
+    // Reference order is [b, a]; the displayed numbers follow reference order
+    // (decoration-only numbering): b -> 1, a -> 2 — regardless of physical list
+    // order.
+    expect(collectReferenceIds(doc)).toEqual(["b", "a"]);
+    const numbers = computeFootnoteNumbers(doc);
+    expect(numbers.get("b")).toBe(1);
+    expect(numbers.get("a")).toBe(2);
+
+    // CRITICAL regression guard: both definitions still exist and are the SAME
+    // node instances as before the edit — the plugin did NOT delete/recreate the
+    // list (which would replace every definition's CRDT subtree and open the
+    // concurrent-edit data-loss window). Identity equality proves the subtree
+    // was preserved verbatim.
+    const after = getDefNodesById(doc);
+    expect(after.get("a")).toBe(before.get("a"));
+    expect(after.get("b")).toBe(before.get("b"));
+    // Content intact, exactly one list, both definitions present.
+    expect(after.get("a")!.textContent).toBe("A");
+    expect(after.get("b")!.textContent).toBe("B");
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(1);
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(2);
+
+    editor.destroy();
+  });
+});
+
+/**
+ * Sync-plugin guard paths that are awkward to exercise through a live editor:
+ * the remote-transaction skip and the enableSync:false (read-only) mode.
+ */
+describe("footnote sync plugin (guards)", () => {
+  // Build a non-canonical document (an orphan reference with no definition) so a
+  // sync pass would normally append a transaction.
+  function nonCanonicalState() {
+    const schema = getSchema(extensions);
+    const doc = PMNode.fromJSON(schema, {
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "x" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "orphan" } },
+          ],
+        },
+      ],
+    });
+    return EditorState.create({ schema, doc });
+  }
+
+  it("isRemoteTransaction => true: appendTransaction returns null (no rebuild on remote txns)", () => {
+    // The sync plugin must SKIP remote/collab transactions so orphan cleanup and
+    // structural rewrites only ever run on local edits.
+    const plugin = footnoteSyncPlugin(() => true);
+    const state = nonCanonicalState();
+
+    // Produce a doc-changing transaction (insert a space) and feed it to the
+    // plugin's appendTransaction exactly as ProseMirror would.
+    const tr = state.tr.insertText(" ", 1);
+    const newState = state.apply(tr);
+    const result = plugin.spec.appendTransaction!(
+      [tr],
+      state,
+      newState,
+    );
+    expect(result).toBeNull();
+  });
+
+  it("isRemoteTransaction => false: appendTransaction DOES rebuild (sanity)", () => {
+    // Control: with a local (non-remote) transaction the same non-canonical doc
+    // triggers a sync transaction, proving the null above is the remote guard
+    // and not a no-op everywhere.
+    const plugin = footnoteSyncPlugin(() => false);
+    const state = nonCanonicalState();
+    const tr = state.tr.insertText(" ", 1);
+    const newState = state.apply(tr);
+    const result = plugin.spec.appendTransaction!([tr], state, newState);
+    expect(result).not.toBeNull();
+    expect(result!.docChanged).toBe(true);
+  });
+
+  it("enableSync:false: the plugin never mutates the doc (read-only viewer)", () => {
+    // Build an editor with sync disabled. An orphan reference (no definition)
+    // must NOT trigger a definition insertion — the document is left untouched.
+    const editor = new Editor({
+      extensions: [
+        Document,
+        Paragraph,
+        Text,
+        FootnoteReference.configure({ enableSync: false }),
+        FootnotesList,
+        FootnoteDefinition,
+      ],
+      content: {
+        type: "doc",
+        content: [
+          {
+            type: "paragraph",
+            content: [
+              { type: "text", text: "x" },
+              { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "orphan" } },
+            ],
+          },
+        ],
+      },
+    });
+    // A local edit that would normally trigger orphan-definition synthesis.
+    editor.commands.insertContentAt(1, "y");
+
+    const doc = editor.state.doc;
+    // No definition (and no list) was ever created — sync is disabled.
+    expect(countType(doc, FOOTNOTE_DEFINITION_NAME)).toBe(0);
+    expect(countType(doc, FOOTNOTES_LIST_NAME)).toBe(0);
+    // Numbering decorations still work: the reference is numbered 1.
+    expect(getFootnoteNumber(editor.state, "orphan")).toBe(1);
+    editor.destroy();
+  });
+});
+
+/**
+ * Numbering cache (Fix 2). NodeViews must read footnote numbers from the
+ * numbering plugin's cached map (updated once per doc change) rather than
+ * recomputing the whole map per render. We assert the cache exists, is correct,
+ * and stays current across edits.
+ */
+describe("footnote numbering cache", () => {
+  it("exposes correct numbers via getFootnoteNumber and updates on edits", () => {
+    const editor = makeEditor({
+      type: "doc",
+      content: [
+        {
+          type: "paragraph",
+          content: [
+            { type: "text", text: "a" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "x" } },
+            { type: "text", text: "b" },
+            { type: FOOTNOTE_REFERENCE_NAME, attrs: { id: "y" } },
+          ],
+        },
+        {
+          type: FOOTNOTES_LIST_NAME,
+          content: [
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "x" },
+              content: [{ type: "paragraph" }],
+            },
+            {
+              type: FOOTNOTE_DEFINITION_NAME,
+              attrs: { id: "y" },
+              content: [{ type: "paragraph" }],
+            },
+          ],
+        },
+      ],
+    });
+
+    // The cache mirrors computeFootnoteNumbers — but is read in O(1) per id.
+    expect(getFootnoteNumber(editor.state, "x")).toBe(1);
+    expect(getFootnoteNumber(editor.state, "y")).toBe(2);
+    // The cached map is the SAME values a fresh full computation would yield.
+    const fresh = computeFootnoteNumbers(editor.state.doc);
+    expect(getFootnoteNumber(editor.state, "x")).toBe(fresh.get("x"));
+    expect(getFootnoteNumber(editor.state, "y")).toBe(fresh.get("y"));
+
+    // After inserting a new earlier reference, the cache updates so the numbers
+    // shift (decoration-only numbering follows reference order).
+    editor.commands.insertContentAt(1, {
+      type: FOOTNOTE_REFERENCE_NAME,
+      attrs: { id: "z" },
+    });
+    expect(getFootnoteNumber(editor.state, "z")).toBe(1);
+    expect(getFootnoteNumber(editor.state, "x")).toBe(2);
+    expect(getFootnoteNumber(editor.state, "y")).toBe(3);
+    editor.destroy();
+  });
+});

packages/editor-ext/src/lib/footnote/footnotes-list.ts

@@ -0,0 +1,56 @@
+import { mergeAttributes, Node } from "@tiptap/core";
+import { ReactNodeViewRenderer } from "@tiptap/react";
+import { FOOTNOTES_LIST_NAME } from "./footnote-util";
+
+export interface FootnotesListOptions {
+  HTMLAttributes: Record<string, any>;
+  view: any;
+}
+
+/**
+ * Block container that holds all footnote definitions. There is a single
+ * instance per document and it is always the last child of the doc (enforced by
+ * the sync plugin). Modeled on the callout block node.
+ */
+export const FootnotesList = Node.create<FootnotesListOptions>({
+  name: FOOTNOTES_LIST_NAME,
+
+  group: "block",
+  content: "footnoteDefinition+",
+  isolating: true,
+  selectable: false,
+  defining: true,
+
+  addOptions() {
+    return {
+      HTMLAttributes: {},
+      view: null,
+    };
+  },
+
+  parseHTML() {
+    return [
+      {
+        tag: "section[data-footnotes]",
+      },
+    ];
+  },
+
+  renderHTML({ HTMLAttributes }) {
+    return [
+      "section",
+      mergeAttributes(
+        { "data-footnotes": "", class: "footnotes" },
+        this.options.HTMLAttributes,
+        HTMLAttributes,
+      ),
+      0,
+    ];
+  },
+
+  addNodeView() {
+    if (!this.options.view) return null;
+    this.editor.isInitialized = true;
+    return ReactNodeViewRenderer(this.options.view);
+  },
+});

packages/editor-ext/src/lib/footnote/index.ts

@@ -0,0 +1,6 @@
+export * from "./footnote-util";
+export * from "./footnote-reference";
+export * from "./footnotes-list";
+export * from "./footnote-definition";
+export * from "./footnote-numbering";
+export * from "./footnote-sync";

packages/editor-ext/src/lib/html-embed/html-embed-codec.spec.ts

@@ -0,0 +1,116 @@
+import { afterEach, describe, expect, it } from "vitest";
+import {
+  encodeHtmlEmbedSource,
+  decodeHtmlEmbedSource,
+} from "./html-embed";
+
+// Unit coverage for the base64 codec used by the htmlEmbed node's
+// data-source attribute (html-embed.ts). The codec has two branches:
+//   - the BROWSER branch: btoa(encodeURIComponent(s)) / decodeURIComponent(atob(s));
+//   - the NODE fallback: Buffer.from(..).toString("base64") / Buffer.from(s,"base64").
+// Server-side schema parsing (htmlToJson with no global btoa/atob) hits the
+// fallback, so both branches must round-trip identically; otherwise an embed
+// encoded in the browser would decode wrong on the server (or vice versa).
+//
+// We force the fallback by temporarily DELETING globalThis.btoa/atob (jsdom
+// provides them in this env), restoring them after each test so the suite stays
+// hermetic.
+
+const realBtoa = globalThis.btoa;
+const realAtob = globalThis.atob;
+
+function deleteBase64Globals(): void {
+  // @ts-expect-error — intentionally removing the globals to exercise the
+  // `typeof btoa !== "function"` Node fallback branch in the codec.
+  delete globalThis.btoa;
+  // @ts-expect-error — see above.
+  delete globalThis.atob;
+}
+
+afterEach(() => {
+  // Always restore so one test's stubbing never leaks into another.
+  globalThis.btoa = realBtoa;
+  globalThis.atob = realAtob;
+});
+
+describe("html-embed codec — browser btoa/atob branch", () => {
+  it("round-trips ASCII source", () => {
+    const src = "<script>alert(1)</script>";
+    const enc = encodeHtmlEmbedSource(src);
+    expect(enc).not.toBe("");
+    // base64 of the encodeURIComponent form never contains a raw '<'.
+    expect(enc).not.toContain("<");
+    expect(decodeHtmlEmbedSource(enc)).toBe(src);
+  });
+
+  it("round-trips UTF-8 / non-Latin1 source (the reason for encodeURIComponent)", () => {
+    const src = '<p>héllo → 世界 𝕏</p>';
+    const enc = encodeHtmlEmbedSource(src);
+    expect(decodeHtmlEmbedSource(enc)).toBe(src);
+  });
+});
+
+describe("html-embed codec — Node Buffer fallback branch", () => {
+  it("encode uses the Buffer fallback when btoa is unavailable and still round-trips (UTF-8)", () => {
+    const src = '<div>héllo → 世界 𝕏</div>';
+
+    deleteBase64Globals();
+    // With the globals gone, encode must take the Buffer path...
+    const encFallback = encodeHtmlEmbedSource(src);
+    expect(encFallback).not.toBe("");
+    // ...and decode (also via Buffer) must recover the exact source.
+    expect(decodeHtmlEmbedSource(encFallback)).toBe(src);
+  });
+
+  it("the Buffer fallback produces the SAME bytes the browser branch does (cross-env parity)", () => {
+    const src = '<span>café — 日本語</span>';
+
+    // Browser branch (globals intact).
+    const encBrowser = encodeHtmlEmbedSource(src);
+
+    // Fallback branch.
+    deleteBase64Globals();
+    const encFallback = encodeHtmlEmbedSource(src);
+
+    // Identical base64 => an embed encoded in either environment decodes
+    // identically in the other (server <-> client losslessness).
+    expect(encFallback).toBe(encBrowser);
+
+    // And the fallback can decode what the browser produced.
+    expect(decodeHtmlEmbedSource(encBrowser)).toBe(src);
+  });
+
+  it("empty string -> '' on both encode and decode in the fallback (early return, branch never reached)", () => {
+    deleteBase64Globals();
+    expect(encodeHtmlEmbedSource("")).toBe("");
+    expect(decodeHtmlEmbedSource("")).toBe("");
+  });
+
+  it("decode of malformed base64 -> '' via the catch branch (fallback)", () => {
+    // In the Buffer fallback, Buffer.from(..,'base64') is lenient and never
+    // throws, so to hit the catch we need a payload whose DECODED bytes are an
+    // invalid percent-escape, which makes decodeURIComponent throw. base64 of a
+    // lone '%' decodes back to '%', and decodeURIComponent('%') is a URIError.
+    const badBase64 = Buffer.from("%", "utf-8").toString("base64"); // "JQ=="
+
+    deleteBase64Globals();
+    // Sanity: the raw decode really does throw, so we're exercising the catch.
+    expect(() =>
+      decodeURIComponent(Buffer.from(badBase64, "base64").toString("utf-8")),
+    ).toThrow();
+    // The codec swallows it and returns "" rather than propagating.
+    expect(decodeHtmlEmbedSource(badBase64)).toBe("");
+  });
+});
+
+describe("html-embed codec — decode of malformed input (browser branch)", () => {
+  it("returns '' for input atob rejects (catch branch)", () => {
+    // atob throws on characters outside the base64 alphabet; the codec catches
+    // it and returns "" instead of throwing.
+    expect(decodeHtmlEmbedSource("@@not-base64@@")).toBe("");
+  });
+
+  it("empty string short-circuits to '' (never calls atob)", () => {
+    expect(decodeHtmlEmbedSource("")).toBe("");
+  });
+});

packages/editor-ext/src/lib/markdown/html-embed-marked.spec.ts

@@ -0,0 +1,105 @@
+import { describe, expect, it } from "vitest";
+import { htmlEmbedExtension } from "./utils/html-embed.marked";
+import { markdownToHtml } from "./index";
+import { encodeHtmlEmbedSource } from "../html-embed/html-embed";
+
+// CONTRACT tests for the marked block tokenizer that rebuilds an htmlEmbed node
+// from the `<!--html-embed:BASE64-->` marker (html-embed.marked.ts), plus the
+// observable round-trip through markdownToHtml.
+//
+// These pin the REAL tokenizer behaviour the import path depends on:
+//   - the tokenizer rule is anchored (^) and only accepts the base64 alphabet
+//     [A-Za-z0-9+/=], so a marker with non-base64 chars is NOT tokenized and
+//     survives as a literal HTML comment (not silently turned into something the
+//     server's strip no longer recognizes);
+//   - start() reports the correct index of the next marker so marked invokes the
+//     tokenizer at the right offset when a marker sits mid-document / after text;
+//   - a marker with surrounding text on the SAME line is split out into its own
+//     embed div while the surrounding text becomes ordinary paragraphs.
+//
+// The contract is asserted against the actual exported extension and pipeline —
+// no behaviour is invented; the expectations were read off the real tokenizer.
+
+const SAMPLE = "<b>x</b>";
+const ENC = encodeHtmlEmbedSource(SAMPLE);
+
+describe("htmlEmbed marked tokenizer — start()", () => {
+  it("returns the index of a marker that sits mid-document", () => {
+    const src = `hello world <!--html-embed:${ENC}-->`;
+    expect(htmlEmbedExtension.start(src)).toBe(src.indexOf("<!--html-embed:"));
+  });
+
+  it("returns 0 when the marker is at the very start", () => {
+    expect(htmlEmbedExtension.start(`<!--html-embed:${ENC}-->`)).toBe(0);
+  });
+
+  it("returns -1 when there is no marker", () => {
+    expect(htmlEmbedExtension.start("no marker here")).toBe(-1);
+  });
+});
+
+describe("htmlEmbed marked tokenizer — tokenizer()", () => {
+  it("tokenizes a marker at the start of the input, capturing the base64 payload", () => {
+    const token = htmlEmbedExtension.tokenizer(`<!--html-embed:${ENC}-->`);
+    expect(token).toBeTruthy();
+    expect(token!.type).toBe("htmlEmbed");
+    expect(token!.raw).toBe(`<!--html-embed:${ENC}-->`);
+    expect(token!.encoded).toBe(ENC);
+  });
+
+  it("tokenizes an EMPTY marker (the [A-Za-z0-9+/=]* class allows zero chars)", () => {
+    const token = htmlEmbedExtension.tokenizer("<!--html-embed:-->");
+    expect(token).toBeTruthy();
+    expect(token!.encoded).toBe("");
+    expect(token!.raw).toBe("<!--html-embed:-->");
+  });
+
+  it("does NOT tokenize when text precedes the marker (rule is anchored ^)", () => {
+    // marked relies on start() to advance to the marker; the tokenizer itself
+    // only matches at offset 0, so a non-anchored call returns undefined.
+    expect(
+      htmlEmbedExtension.tokenizer(`hello <!--html-embed:${ENC}-->`),
+    ).toBeUndefined();
+  });
+
+  it("does NOT tokenize a marker containing a non-base64 char ('$')", () => {
+    expect(
+      htmlEmbedExtension.tokenizer("<!--html-embed:ab$cd-->"),
+    ).toBeUndefined();
+  });
+
+  it("does NOT tokenize a marker containing a space", () => {
+    expect(
+      htmlEmbedExtension.tokenizer("<!--html-embed:ab cd-->"),
+    ).toBeUndefined();
+  });
+
+  it("renderer emits the embed div the node's parseHTML recognizes", () => {
+    const token = htmlEmbedExtension.tokenizer(`<!--html-embed:${ENC}-->`)!;
+    const html = htmlEmbedExtension.renderer(token as any);
+    expect(html).toBe(
+      `<div data-type="htmlEmbed" data-source="${ENC}"></div>`,
+    );
+  });
+});
+
+describe("htmlEmbed marked tokenizer — markdownToHtml round-trip", () => {
+  it("splits a marker out of surrounding same-line text into its own embed div", async () => {
+    const html = await markdownToHtml(`before <!--html-embed:${ENC}--> after`);
+    // The marker became the embed div...
+    expect(html).toContain(
+      `<div data-type="htmlEmbed" data-source="${ENC}"></div>`,
+    );
+    // ...and the surrounding text survived as ordinary paragraph content.
+    expect(html).toContain("before");
+    expect(html).toContain("after");
+  });
+
+  it("leaves a marker with non-base64 chars as a literal comment (NOT an embed div)", async () => {
+    const html = await markdownToHtml("<!--html-embed:ab$cd-->");
+    // It is NOT tokenized into an embed div the server would strip...
+    expect(html).not.toContain('data-type="htmlEmbed"');
+    // ...it passes through unchanged as a literal HTML comment.
+    expect(html).toContain("<!--html-embed:ab$cd-->");
+  });
+});

packages/editor-ext/src/lib/markdown/utils/footnote.marked.ts

@@ -0,0 +1,170 @@
+import { marked } from "marked";
+import { deriveFootnoteId } from "../../footnote/footnote-util";
+
+/**
+ * Pandoc/GFM footnote support for the marked (Markdown -> HTML) pipeline.
+ *
+ * Two pieces:
+ *  - an INLINE tokenizer for `[^id]` references -> <sup data-footnote-ref
+ *    data-id="id"> (matches the editor-ext FootnoteReference renderHTML);
+ *  - a document hook (`preprocess`/`walkTokens` is awkward for collecting +
+ *    removing definitions, so we use a regex preprocessing step instead) that
+ *    pulls every `[^id]: text` definition line out of the body and appends a
+ *    single <section data-footnotes> with one <div data-footnote-def> per
+ *    definition, so the round-trip rebuilds footnotesList + footnoteDefinition.
+ *
+ * Only definitions that have a matching reference are emitted (and vice-versa
+ * the sync plugin fills any gaps on the editor side), keeping the output valid.
+ */
+
+const DEFINITION_RE = /^\[\^([^\]\s]+)\]:[ \t]*(.*)$/;
+const REFERENCE_RE = /\[\^([^\]\s]+)\]/;
+
+interface FootnoteRefToken {
+  type: "footnoteRef";
+  raw: string;
+  id: string;
+}
+
+export const footnoteReferenceExtension = {
+  name: "footnoteRef",
+  level: "inline" as const,
+  start(src: string) {
+    return src.match(/\[\^/)?.index ?? -1;
+  },
+  tokenizer(src: string): FootnoteRefToken | undefined {
+    const match = REFERENCE_RE.exec(src);
+    // Only match at the very start of the remaining inline source.
+    if (match && match.index === 0) {
+      return {
+        type: "footnoteRef",
+        raw: match[0],
+        id: match[1],
+      };
+    }
+    return undefined;
+  },
+  renderer(token: FootnoteRefToken) {
+    return `<sup data-footnote-ref data-id="${escapeAttr(token.id)}"></sup>`;
+  },
+};
+
+function escapeAttr(value: string): string {
+  return String(value).replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}
+
+function escapeRegExp(value: string): string {
+  return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+}
+
+/**
+ * Extract `[^id]: text` definition lines from the markdown body, returning the
+ * cleaned body plus a rendered <section data-footnotes> (empty string when no
+ * definitions). Call this BEFORE marked.parse and append the section to the
+ * resulting HTML.
+ */
+export function extractFootnoteDefinitions(markdown: string): {
+  body: string;
+  section: string;
+} {
+  const lines = markdown.split("\n");
+  const bodyLines: string[] = [];
+  const definitions: Array<{ id: string; text: string }> = [];
+
+  // Track fenced-code state so a `[^id]: ...` line that merely SHOWS footnote
+  // syntax inside a ``` / ~~~ code block is left in the body verbatim and not
+  // mistaken for a real definition.
+  let fence: string | null = null;
+
+  for (const line of lines) {
+    const fenceMatch = /^(\s*)(`{3,}|~{3,})/.exec(line);
+    if (fenceMatch) {
+      const marker = fenceMatch[2][0];
+      if (fence === null) {
+        fence = marker; // opening fence
+      } else if (marker === fence) {
+        fence = null; // closing fence (matching delimiter type)
+      }
+      bodyLines.push(line);
+      continue;
+    }
+
+    const m = fence === null ? DEFINITION_RE.exec(line) : null;
+    if (m) {
+      definitions.push({ id: m[1], text: m[2] });
+    } else {
+      bodyLines.push(line);
+    }
+  }
+
+  if (definitions.length === 0) {
+    return { body: markdown, section: "" };
+  }
+
+  // De-duplicate colliding definition ids. Two definitions sharing an id (e.g.
+  // `[^d]: first` / `[^d]: second`) would otherwise collapse into one footnote
+  // downstream (the editor's last-wins sync). Rename each colliding id to a
+  // DETERMINISTIC derived one AND rewrite the corresponding `[^id]` reference
+  // marker so the (reference, definition) pairing stays 1:1. The FIRST
+  // definition keeps the id and pairs with the FIRST `[^id]` marker; the Nth
+  // duplicate gets the derived id `${id}__${N}` and rewrites the Nth `[^id]`
+  // marker. If there are fewer markers than definitions, the surplus definition
+  // keeps a derived (orphan) id so it is never silently merged away.
+  //
+  // The id is derived (deriveFootnoteId), NOT random: importing the same
+  // markdown through two paths (here and the MCP mirror) must yield identical
+  // ids, and re-importing the same markdown twice must be stable.
+  let dedupedBody = bodyLines.join("\n");
+  // Every original definition id is reserved up front so a derived id can never
+  // collide with an unrelated original id present in the document.
+  const taken = new Set<string>(definitions.map((d) => d.id));
+  const seenDefIds = new Map<string, number>(); // original id -> how many seen
+  for (const def of definitions) {
+    const originalId = def.id;
+    const count = seenDefIds.get(originalId) ?? 0;
+    seenDefIds.set(originalId, count + 1);
+    if (count === 0) continue; // first definition keeps its id
+
+    // count is the 0-based number of PRIOR occurrences; this is occurrence
+    // (count + 1), i.e. 2 for the first duplicate, 3 for the next, ...
+    const newId = deriveFootnoteId(originalId, count + 1, taken);
+    taken.add(newId);
+    def.id = newId;
+
+    // Rewrite the NEXT still-unrewritten `[^originalId]` marker that does not
+    // belong to the keeper definition. After a prior duplicate rewrote its
+    // marker (to `[^someNewId]`), it no longer matches `[^originalId]`, so the
+    // remaining matches are: index 0 = the keeper's marker (left alone), index 1
+    // = this duplicate's marker. Rewrite index 1.
+    let occurrence = 0;
+    let rewritten = false;
+    const re = new RegExp(`\\[\\^${escapeRegExp(originalId)}\\]`, "g");
+    dedupedBody = dedupedBody.replace(re, (match) => {
+      const idx = occurrence++;
+      if (!rewritten && idx === 1) {
+        rewritten = true;
+        return `[^${newId}]`;
+      }
+      return match;
+    });
+    // If there was no second marker (more definitions than references), the
+    // duplicate simply survives as an orphan with its fresh id — no body change.
+  }
+
+  const defsHtml = definitions
+    .map((d) => {
+      // Render the definition text as inline markdown so emphasis/links inside
+      // a footnote survive the round-trip; wrap in a paragraph (the node's
+      // content is paragraph+).
+      const inner = marked.parseInline(d.text || "");
+      return `<div data-footnote-def data-id="${escapeAttr(
+        d.id,
+      )}"><p>${inner}</p></div>`;
+    })
+    .join("");
+
+  return {
+    body: dedupedBody,
+    section: `<section data-footnotes>${defsHtml}</section>`,
+  };
+}

packages/editor-ext/src/lib/markdown/utils/marked.utils.ts

@@ -2,6 +2,10 @@ import { marked } from "marked";
 import { calloutExtension } from "./callout.marked";
 import { mathBlockExtension } from "./math-block.marked";
 import { mathInlineExtension } from "./math-inline.marked";
+import {
+  footnoteReferenceExtension,
+  extractFootnoteDefinitions,
+} from "./footnote.marked";
 import { htmlEmbedExtension } from "./html-embed.marked";
 
 marked.use({
@@ -39,6 +43,7 @@ marked.use({
     calloutExtension,
     mathBlockExtension,
     mathInlineExtension,
+    footnoteReferenceExtension,
     htmlEmbedExtension,
   ],
 });
@@ -54,5 +59,16 @@ export function markdownToHtml(
     .replace(YAML_FONT_MATTER_REGEX, "")
     .trimStart();
 
-  return marked.parse(markdown).toString();
+  // Pull `[^id]: ...` definition lines out of the body, render the body, then
+  // append a single <section data-footnotes> so the round-trip rebuilds the
+  // footnotesList + footnoteDefinition nodes.
+  const { body, section } = extractFootnoteDefinitions(markdown);
+
+  const parsed = marked.parse(body);
+  if (!section) return parsed;
+
+  if (typeof parsed === "string") {
+    return parsed + section;
+  }
+  return parsed.then((html) => html + section);
 }

packages/editor-ext/src/lib/markdown/utils/turndown.utils.ts

@@ -12,12 +12,44 @@ function sanitizeMdLinkText(value: string): string {
     .replace(/[\r\n]+/g, ' ');
 }
 
+// Tags turndown treats as void (self-closing). Footnote references render as an
+// empty <sup data-footnote-ref> whose meaning lives entirely in its data-id;
+// without marking it void, turndown's blank-node removal drops it before our
+// rule runs, losing the `[^id]` marker. Mirrors turndown's built-in list.
+const TURNDOWN_VOID_ELEMENTS = [
+  'AREA', 'BASE', 'BR', 'COL', 'COMMAND', 'EMBED', 'HR', 'IMG', 'INPUT',
+  'KEYGEN', 'LINK', 'META', 'PARAM', 'SOURCE', 'TRACK', 'WBR',
+];
+
+function isVoidNode(node: any): boolean {
+  const name = node?.nodeName?.toUpperCase?.();
+  if (!name) return false;
+  if (name === 'SUP' && node.hasAttribute?.('data-footnote-ref')) {
+    return true;
+  }
+  return TURNDOWN_VOID_ELEMENTS.indexOf(name) !== -1;
+}
+
+/**
+ * An empty <sup data-footnote-ref> is "blank" to turndown, which removes blank
+ * inline nodes (RootNode/Node use a module-level isVoid the options cannot
+ * override). To survive, inject the id as text content so the node is non-blank;
+ * the footnoteReference rule then reads data-id and emits `[^id]`.
+ */
+function fillEmptyFootnoteRefs(html: string): string {
+  return html.replace(
+    /<sup\b([^>]*\bdata-footnote-ref\b[^>]*)>\s*<\/sup>/gi,
+    (_m, attrs) => `<sup${attrs}>​</sup>`,
+  );
+}
+
 export function htmlToMarkdown(html: string): string {
   const turndownService = new TurndownService({
     headingStyle: 'atx',
     codeBlockStyle: 'fenced',
     hr: '---',
     bulletListMarker: '-',
+    isVoid: isVoidNode,
   });
 
   turndownService.use([
@@ -35,8 +67,12 @@ export function htmlToMarkdown(html: string): string {
     htmlEmbed,
     image,
     video,
+    footnoteReference,
+    footnotesList,
   ]);
-  return turndownService.turndown(html).replaceAll('<br>', ' ');
+  return turndownService
+    .turndown(fillEmptyFootnoteRefs(html))
+    .replaceAll('<br>', ' ');
 }
 
 /**
@@ -230,6 +266,57 @@ function image(turndownService: _TurndownService) {
   });
 }
 
+/**
+ * Footnote reference (inline atom) -> pandoc/GFM marker `[^id]`.
+ * The visible number is derived (not stored), so the id is the stable anchor.
+ */
+function footnoteReference(turndownService: _TurndownService) {
+  turndownService.addRule('footnoteReference', {
+    filter: function (node: HTMLInputElement) {
+      return (
+        node.nodeName === 'SUP' && node.hasAttribute('data-footnote-ref')
+      );
+    },
+    replacement: function (_content: string, node: HTMLInputElement) {
+      const id = node.getAttribute('data-id') || '';
+      return id ? `[^${id}]` : '';
+    },
+  });
+}
+
+/**
+ * Footnotes container -> the list of `[^id]: text` definitions at the end of
+ * the document (one per line). Each footnoteDefinition inside emits its own
+ * `[^id]: ...` line; turndown joins them with the surrounding block spacing.
+ */
+function footnotesList(turndownService: _TurndownService) {
+  turndownService.addRule('footnoteDefinition', {
+    filter: function (node: HTMLInputElement) {
+      return (
+        node.nodeName === 'DIV' && node.hasAttribute('data-footnote-def')
+      );
+    },
+    replacement: function (content: string, node: HTMLInputElement) {
+      const id = node.getAttribute('data-id') || '';
+      // Collapse internal newlines so the definition stays a single MD line;
+      // continuation lines are a v2 refinement.
+      const text = content.replace(/\s*\n+\s*/g, ' ').trim();
+      return id ? `\n[^${id}]: ${text}\n` : '';
+    },
+  });
+
+  turndownService.addRule('footnotesList', {
+    filter: function (node: HTMLInputElement) {
+      return (
+        node.nodeName === 'SECTION' && node.hasAttribute('data-footnotes')
+      );
+    },
+    replacement: function (content: string) {
+      return `\n\n${content.trim()}\n`;
+    },
+  });
+}
+
 function video(turndownService: _TurndownService) {
   turndownService.addRule('video', {
     filter: function (node: HTMLInputElement) {

packages/editor-ext/src/lib/page-embed/page-embed.spec.ts

@@ -0,0 +1,88 @@
+import { describe, expect, it } from "vitest";
+import { getSchema } from "@tiptap/core";
+import { generateHTML, generateJSON } from "@tiptap/html";
+import { Document } from "@tiptap/extension-document";
+import { Paragraph } from "@tiptap/extension-paragraph";
+import { Text } from "@tiptap/extension-text";
+import { PageEmbed } from "./page-embed";
+
+// CONTRACT tests for the PageEmbed node's parse/render round-trip
+// (page-embed.ts). The whole-page live embed stores ONLY a `sourcePageId`
+// reference; renderHTML must serialize it as `data-source-page-id` and parseHTML
+// must recover it. If this attribute mapping drifts, an embed saved to HTML loses
+// its target page on reload (the node view would have nothing to fetch).
+//
+// We assert at the editor-ext schema level using the same Tiptap utilities the
+// other editor-ext tests use (getSchema + @tiptap/html generateHTML/generateJSON
+// over a jsdom DOM), driving a real HTML -> node JSON -> HTML round-trip through
+// the node's actual addAttributes()/parseHTML()/renderHTML().
+
+// Minimal schema: a doc of blocks, plus the PageEmbed block node under test.
+const extensions = [Document, Paragraph, Text, PageEmbed];
+
+describe("PageEmbed schema", () => {
+  it("registers the pageEmbed node in the schema", () => {
+    const schema = getSchema(extensions);
+    expect(schema.nodes.pageEmbed).toBeTruthy();
+  });
+});
+
+describe("PageEmbed parse/render round-trip", () => {
+  it("recovers sourcePageId from data-source-page-id on parse (HTML -> JSON)", () => {
+    const html = `<div data-type="pageEmbed" data-source-page-id="pg-123"></div>`;
+    const json = generateJSON(html, extensions);
+
+    const node = json.content?.[0];
+    expect(node?.type).toBe("pageEmbed");
+    expect(node?.attrs?.sourcePageId).toBe("pg-123");
+  });
+
+  it("emits data-source-page-id on render (JSON -> HTML)", () => {
+    const json = {
+      type: "doc",
+      content: [{ type: "pageEmbed", attrs: { sourcePageId: "pg-456" } }],
+    };
+    const html = generateHTML(json, extensions);
+
+    expect(html).toContain('data-type="pageEmbed"');
+    expect(html).toContain('data-source-page-id="pg-456"');
+  });
+
+  it("survives a full HTML -> node -> HTML round-trip (attribute preserved)", () => {
+    const start = `<div data-type="pageEmbed" data-source-page-id="pg-789"></div>`;
+
+    // HTML -> node JSON -> HTML.
+    const json = generateJSON(start, extensions);
+    const html = generateHTML(json, extensions);
+
+    // The id survived the round-trip in the serialized HTML...
+    expect(html).toContain('data-source-page-id="pg-789"');
+
+    // ...and re-parsing the round-tripped HTML yields the same id (stable across
+    // an extra pass — no loss, no duplication).
+    const json2 = generateJSON(html, extensions);
+    expect(json2.content?.[0]?.attrs?.sourcePageId).toBe("pg-789");
+  });
+
+  it("omits data-source-page-id entirely when sourcePageId is null (renderHTML guard)", () => {
+    // The renderHTML maps a null/empty id to {} (no attribute), so an embed
+    // without a target page does not emit a stray empty attribute.
+    const json = {
+      type: "doc",
+      content: [{ type: "pageEmbed", attrs: { sourcePageId: null } }],
+    };
+    const html = generateHTML(json, extensions);
+
+    expect(html).toContain('data-type="pageEmbed"');
+    expect(html).not.toContain("data-source-page-id");
+  });
+
+  it("parses a div without the attribute to a null sourcePageId (default)", () => {
+    const html = `<div data-type="pageEmbed"></div>`;
+    const json = generateJSON(html, extensions);
+
+    expect(json.content?.[0]?.type).toBe("pageEmbed");
+    // getAttribute returns null when absent; parseHTML returns it verbatim.
+    expect(json.content?.[0]?.attrs?.sourcePageId).toBeNull();
+  });
+});

packages/editor-ext/vitest.config.ts

@@ -1,12 +1,8 @@
 import { defineConfig } from "vitest/config";
 
-// Minimal vitest setup for @docmost/editor-ext (mirrors apps/client's config,
-// trimmed to what the markdown/html-embed round-trip tests need). The markdown
-// utils run in plain Node (marked + turndown), so no jsdom/react plugin is
-// required here.
 export default defineConfig({
   test: {
-    environment: "node",
+    environment: "jsdom",
     globals: true,
     include: ["src/**/*.{test,spec}.ts"],
   },

packages/mcp/build/lib/collaboration.js

@@ -263,10 +263,145 @@ function bridgeTaskLists(html) {
     }
     return document.body.innerHTML;
 }
+// Mirror of packages/editor-ext footnote markdown handling. A `[^id]` inline
+// marker becomes <sup data-footnote-ref data-id="id">, and `[^id]: text`
+// definition lines are collected into a single <section data-footnotes>.
+const FOOTNOTE_DEF_RE = /^\[\^([^\]\s]+)\]:[ \t]*(.*)$/;
+const FOOTNOTE_REF_RE = /\[\^([^\]\s]+)\]/;
+function escapeFootnoteAttr(value) {
+    return String(value).replace(/&/g, "&amp;").replace(/"/g, "&quot;");
+}
+function escapeFootnoteRegExp(value) {
+    return value.replace(/[.*+?^${}()|[\]\\]/g, "\\$&");
+}
+/**
+ * Derive a DETERMINISTIC unique footnote id for the k-th (k >= 2) occurrence of
+ * an original id `X` during definition dedup.
+ *
+ * EXACT MIRROR of editor-ext `deriveFootnoteId`
+ * (packages/editor-ext/src/lib/footnote/footnote-util.ts). These two copies MUST
+ * STAY IN SYNC: the same markdown imported through the editor and through this
+ * MCP path has to produce identical ids, and the sync plugin (which re-ids on
+ * every collaborating client) relies on the same scheme to converge. NEVER use
+ * Math.random()/Date.now()/uuid here — a random id would diverge across clients.
+ *
+ * Scheme: base candidate `${originalId}__${occurrence}` (e.g. `X__2`), bumped
+ * with a stable alphabetic suffix (`X__2b`, `X__2c`, ...) until it is not in
+ * `taken` (the set of ids already present / already minted — pure doc state).
+ */
+function deriveFootnoteId(originalId, occurrence, taken) {
+    let candidate = `${originalId}__${occurrence}`;
+    let n = 0;
+    while (taken.has(candidate)) {
+        n += 1;
+        candidate = `${originalId}__${occurrence}${footnoteSuffix(n)}`;
+    }
+    return candidate;
+}
+/** Map 1 -> "b", 2 -> "c", ... (mirror of editor-ext `suffix`). */
+function footnoteSuffix(n) {
+    let out = "";
+    let x = n;
+    while (x > 0) {
+        const rem = (x - 1) % 25;
+        out = String.fromCharCode(98 + rem) + out; // 98 = 'b'
+        x = Math.floor((x - 1) / 25);
+    }
+    return out;
+}
+const footnoteRefMarkedExtension = {
+    name: "footnoteRef",
+    level: "inline",
+    start(src) {
+        return src.match(/\[\^/)?.index ?? -1;
+    },
+    tokenizer(src) {
+        const match = FOOTNOTE_REF_RE.exec(src);
+        if (match && match.index === 0) {
+            return { type: "footnoteRef", raw: match[0], id: match[1] };
+        }
+        return undefined;
+    },
+    renderer(token) {
+        return `<sup data-footnote-ref data-id="${escapeFootnoteAttr(token.id)}"></sup>`;
+    },
+};
+marked.use({ extensions: [footnoteRefMarkedExtension] });
+/**
+ * Pull `[^id]: text` definition lines out of the body and render a single
+ * <section data-footnotes> for them (or "" when there are none).
+ */
+function extractFootnotes(markdown) {
+    const lines = markdown.split("\n");
+    const bodyLines = [];
+    const defs = [];
+    // Track fenced-code state so a `[^id]: ...` line shown inside a ``` / ~~~ code
+    // block is preserved verbatim and not treated as a footnote definition.
+    let fence = null;
+    for (const line of lines) {
+        const fenceMatch = /^(\s*)(`{3,}|~{3,})/.exec(line);
+        if (fenceMatch) {
+            const marker = fenceMatch[2][0];
+            if (fence === null)
+                fence = marker;
+            else if (marker === fence)
+                fence = null;
+            bodyLines.push(line);
+            continue;
+        }
+        const m = fence === null ? FOOTNOTE_DEF_RE.exec(line) : null;
+        if (m)
+            defs.push({ id: m[1], text: m[2] });
+        else
+            bodyLines.push(line);
+    }
+    if (defs.length === 0)
+        return { body: markdown, section: "" };
+    // De-duplicate colliding definition ids (mirror of editor-ext
+    // extractFootnoteDefinitions). Two definitions sharing an id would otherwise
+    // collapse into one footnote downstream; rename each colliding id to a
+    // DETERMINISTIC derived one (NOT random) and rewrite the corresponding `[^id]`
+    // marker so the (reference, definition) pairing stays 1:1. Determinism lets
+    // the same markdown imported here and via the editor produce identical ids.
+    let dedupedBody = bodyLines.join("\n");
+    const taken = new Set(defs.map((d) => d.id));
+    const seenDefIds = new Map();
+    for (const def of defs) {
+        const originalId = def.id;
+        const count = seenDefIds.get(originalId) ?? 0;
+        seenDefIds.set(originalId, count + 1);
+        if (count === 0)
+            continue; // first definition keeps its id
+        const newId = deriveFootnoteId(originalId, count + 1, taken);
+        taken.add(newId);
+        def.id = newId;
+        // Remaining `[^originalId]` matches: index 0 = keeper's marker (left alone),
+        // index 1 = this duplicate's marker. Rewrite index 1.
+        let occurrence = 0;
+        let rewritten = false;
+        const re = new RegExp(`\\[\\^${escapeFootnoteRegExp(originalId)}\\]`, "g");
+        dedupedBody = dedupedBody.replace(re, (match) => {
+            const idx = occurrence++;
+            if (!rewritten && idx === 1) {
+                rewritten = true;
+                return `[^${newId}]`;
+            }
+            return match;
+        });
+    }
+    const inner = defs
+        .map((d) => `<div data-footnote-def data-id="${escapeFootnoteAttr(d.id)}"><p>${marked.parseInline(d.text || "")}</p></div>`)
+        .join("");
+    return {
+        body: dedupedBody,
+        section: `<section data-footnotes>${inner}</section>`,
+    };
+}
 /** Convert markdown to a ProseMirror doc using the full Docmost schema. */
 export async function markdownToProseMirror(markdownContent) {
     const withCallouts = await preprocessCallouts(markdownContent);
-    const html = await marked.parse(withCallouts);
+    const { body, section } = extractFootnotes(withCallouts);
+    const html = (await marked.parse(body)) + section;
     const bridged = bridgeTaskLists(html);
     return generateJSON(bridged, docmostExtensions);
 }

packages/mcp/build/lib/diff.js

@@ -79,10 +79,26 @@ function countUniqueLinks(doc) {
     visit(doc);
     return hrefs.size;
 }
+/** Count footnoteReference nodes anywhere under a node (reading order). */
+function countFootnoteRefs(node) {
+    if (!node || typeof node !== "object")
+        return 0;
+    let n = node.type === "footnoteReference" ? 1 : 0;
+    if (Array.isArray(node.content)) {
+        for (const child of node.content)
+            n += countFootnoteRefs(child);
+    }
+    return n;
+}
 /**
- * Parse the ordered list of integers from `[N]` footnote markers found in the
- * BODY only (every top-level block before the first "Примечания..." notes
- * heading; if no such heading, the whole doc). Returned in reading order.
+ * Ordered list of footnote marker numbers found in the BODY only (every
+ * top-level block before the first "Примечания..." notes heading; if no such
+ * heading, the whole doc), in reading order.
+ *
+ * Supports BOTH representations:
+ *  - real `footnoteReference` nodes (the current footnote feature) — numbered
+ *    1..n by reading position, since their visible number is derived;
+ *  - legacy `[N]` text markers (older translated docs) — the literal N.
  */
 function footnoteMarkers(doc, notesHeading) {
     const top = Array.isArray(doc?.content) ? doc.content : [];
@@ -90,6 +106,15 @@ function footnoteMarkers(doc, notesHeading) {
         n.type === "heading" &&
         plainText(n).trim() === notesHeading);
     const bodyBlocks = notesIdx >= 0 ? top.slice(0, notesIdx) : top;
+    // Real footnoteReference nodes take precedence: when present, number them by
+    // reading position (their displayed number is not stored).
+    let refCount = 0;
+    for (const block of bodyBlocks)
+        refCount += countFootnoteRefs(block);
+    if (refCount > 0) {
+        return Array.from({ length: refCount }, (_, i) => i + 1);
+    }
+    // Fallback: legacy `[N]` text markers.
     const markers = [];
     const re = /\[(\d+)\]/g;
     for (const block of bodyBlocks) {

packages/mcp/build/lib/docmost-schema.js

@@ -342,6 +342,78 @@ const Mention = Node.create({
         return ["span", { "data-type": "mention", ...HTMLAttributes }, 0];
     },
 });
+/**
+ * Footnote feature (mirror of packages/editor-ext/src/lib/footnote). Three
+ * nodes connected by `id`:
+ *  - FootnoteReference: inline atom marker in the body (<sup data-footnote-ref>);
+ *  - FootnotesList:     a single bottom container (<section data-footnotes>);
+ *  - FootnoteDefinition: one editable note keyed by id (<div data-footnote-def>).
+ * The visible number is not stored; it is derived from reference order.
+ *
+ * priority 101 so this node's <sup> parse rule beats the Superscript mark's
+ * <sup> rule (otherwise an empty reference is parsed as an empty superscript
+ * mark and dropped). Keep in sync with editor-ext.
+ */
+const FootnoteReference = Node.create({
+    name: "footnoteReference",
+    priority: 101,
+    group: "inline",
+    inline: true,
+    atom: true,
+    selectable: true,
+    draggable: false,
+    addAttributes() {
+        return {
+            id: {
+                default: null,
+                parseHTML: (el) => el.getAttribute("data-id"),
+                renderHTML: (attrs) => attrs.id ? { "data-id": attrs.id } : {},
+            },
+        };
+    },
+    parseHTML() {
+        return [{ tag: "sup[data-footnote-ref]", priority: 100 }];
+    },
+    renderHTML({ HTMLAttributes }) {
+        return ["sup", { "data-footnote-ref": "", ...HTMLAttributes }];
+    },
+});
+const FootnotesList = Node.create({
+    name: "footnotesList",
+    group: "block",
+    content: "footnoteDefinition+",
+    isolating: true,
+    selectable: false,
+    defining: true,
+    parseHTML() {
+        return [{ tag: "section[data-footnotes]" }];
+    },
+    renderHTML({ HTMLAttributes }) {
+        return ["section", { "data-footnotes": "", ...HTMLAttributes }, 0];
+    },
+});
+const FootnoteDefinition = Node.create({
+    name: "footnoteDefinition",
+    content: "paragraph+",
+    defining: true,
+    isolating: true,
+    selectable: false,
+    addAttributes() {
+        return {
+            id: {
+                default: null,
+                parseHTML: (el) => el.getAttribute("data-id"),
+                renderHTML: (attrs) => attrs.id ? { "data-id": attrs.id } : {},
+            },
+        };
+    },
+    parseHTML() {
+        return [{ tag: "div[data-footnote-def]" }];
+    },
+    renderHTML({ HTMLAttributes }) {
+        return ["div", { "data-footnote-def": "", ...HTMLAttributes }, 0];
+    },
+});
 /** Inline KaTeX expression. Carries the LaTeX source in `text`. */
 const MathInline = Node.create({
     name: "mathInline",
@@ -978,6 +1050,9 @@ export const docmostExtensions = [
     TableCell,
     TableHeader,
     Mention,
+    FootnoteReference,
+    FootnotesList,
+    FootnoteDefinition,
     MathInline,
     MathBlock,
     Details,

packages/mcp/build/lib/markdown-converter.js

@@ -388,6 +388,27 @@ export function convertProseMirrorToMarkdown(content) {
                 // carry the real values), so escape it for the text context, not attrs.
                 return `<span ${parts.join(" ")}>@${escapeHtmlText(mentionLabel)}</span>`;
             }
+            case "footnoteReference": {
+                // Pandoc/GFM inline marker. The number is derived (not stored), so the
+                // id is the stable anchor.
+                const fnId = node.attrs?.id || "";
+                return fnId ? `[^${fnId}]` : "";
+            }
+            case "footnotesList":
+                // The container renders its definitions, each on its own `[^id]: ...`
+                // line. A blank line separates the body from the notes block.
+                return nodeContent.map(processNode).join("\n");
+            case "footnoteDefinition": {
+                const defId = node.attrs?.id || "";
+                // Collapse the definition's paragraphs into a single line; multi-line
+                // footnotes are a v2 refinement.
+                const defText = nodeContent
+                    .map(processNode)
+                    .join(" ")
+                    .replace(/\s*\n+\s*/g, " ")
+                    .trim();
+                return defId ? `[^${defId}]: ${defText}` : "";
+            }
             case "attachment": {
                 // BUG FIX: the old code read node.attrs.fileName / node.attrs.src, but
                 // the schema stores name/url (plus mime/size/attachmentId). Emit the