Commit Graph

85 Commits

Author SHA1 Message Date
Michael Ramos d3633c9c52 Mobile foundation and quieter first run (#1295)
* feat: establish mobile foundation and simplify onboarding

* fix(ui): finish mobile foundation cleanup
2026-08-13 08:45:00 -07:00
Michael Ramos 28d6d55927 Default new Code Review users to Tree (#1292)
* fix(review): default new reviewers to Tree

* test(review): prove Tree seed preserves preferences
2026-08-12 20:30:36 -07:00
Michael Ramos ed6f44bf2e fix(release): tailscale gate exit codes and lease gating, conditional SIGHUP, informative guide validation error (#1286)
- annotate --tailscale publish failures now exit through
  annotateStartupFailureExitCode: exit 2 under a strict gate
  (--require-approval / --result-file), where exit 1 is reserved for "the
  reviewer did not approve, decision record published". Non-strict annotate
  and review keep the documented exit 1.
- the annotate client lease (auto-dismiss on abandonment) is forced off
  while tailnetPublished is set: --tailscale reads as local to the CLI
  predicate, but clients connect through the serve proxy, and a proxy
  disconnect longer than the grace would dismiss a live review. Same
  rationale as remote/shared sessions; decided at the single point both
  the /api/plan advert and the SSE endpoint read.
- the SIGHUP-to-process.exit route moved from an unconditional CLI-entry
  listener into enableTailscaleServe's success path, installed only once a
  serve mapping exists. Any SIGHUP listener overrides the ignored
  disposition nohup depends on, so plain sessions now keep zero listeners
  and "nohup plannotator review &" survives terminal close again;
  --tailscale sessions still tear their mapping down on HUP (exit 129).
- validateGuideOutput explains a fully-invalidated guide whose refs named
  files outside the changeset (count plus up to 3 example paths, with a
  pointer to the Commits panel) instead of the bare generic message; the
  generic message stays for genuinely structural emptiness. The informative
  error now flows through onJobComplete to the job failure card; Pi picks
  the change up via the vendored guide-review copy.
2026-08-12 14:04:59 -07:00
Michael Ramos 5f33b72b2f feat(remote): tailnet auto-advertise, ready QR code, and a first-class --tailscale mode (#1280)
* feat(remote): resolve urlHost auto from Tailscale for advertised URLs

PLANNOTATOR_URL_HOST=auto (or config urlHost: "auto") detects this
machine's tailnet host at first use in a remote session: MagicDNS name
from tailscale status --json, falling back to the single tailscale ip -4
CGNAT address. Detection is cached per process, never spawns in local
sessions, warns once and falls back to localhost on failure, and stays
strictly display-only: binding remains governed by PLANNOTATOR_REMOTE.

Pure parsers live in the new @plannotator/shared/tailscale module,
vendored to the Pi extension; both runtimes mirror the resolution.

* feat(remote): render a terminal QR code for remote-ready session URLs

Remote sessions print their advertised URL as the lifeline; the usual
next step is opening it on another device (iPad, phone, laptop off the
VPS). handleServerReady now also renders a compact unicode QR of that
URL via the zero-dependency uqr package, TTY-gated so piped stderr and
hook transcripts keep only the plain URL line.

Pi keeps URL-only parity: its ready surface is an in-chat notification,
not a TTY stream, so a QR block would not render there.

* feat(cli): first-class --tailscale mode for review and annotate sessions

plannotator review --tailscale (also annotate and annotate-last/last)
publishes the session over the user's tailnet: the server stays
loopback-bound and the CLI orchestrates tailscale serve --bg
--https=<port> http://127.0.0.1:<port>, then advertises the HTTPS
tailnet URL with a terminal QR code. Nothing listens beyond localhost
and nothing is ever public (serve, never funnel).

Guarantees: preconditions fail with actionable errors (CLI missing,
daemon down or logged out); a pre-existing serve mapping on the chosen
port aborts instead of being stolen and other ports are never touched;
every mapping the process creates is torn down on normal completion,
SIGINT/SIGTERM, and errors via the exit-routed cleanup handler. When
combined with PLANNOTATOR_REMOTE or SSH detection, --tailscale wins and
forces local mode with a stderr notice, which also restores the random
local port so simultaneous sessions get distinct serve mappings.

* fix(remote): await tailscale-ready failures, harden serve teardown and conflict detection

Review fixes for #1280 (external review plus internal security review).

Startup failures no longer hang the session: startReviewServer and
startAnnotateServer now await async ready handlers and stop the server
on rejection, and the CLI's --tailscale ready path resolves publishing
failures itself with an actionable stderr message and exit 1. Under the
bang-prefix skill a hanging loopback server blocked the whole Claude
Code prompt.

Serve teardown is checked, not assumed: a failed off retries once, then
warns with the exact manual command, and a port is only forgotten after
a successful off. SIGHUP (terminal close) is now routed through
process.exit like SIGINT/SIGTERM so exit-time cleanup runs. Docs no
longer claim guaranteed cleanup: --bg mappings survive SIGKILL and
reboots, and the manual removal command is documented.

Conflict detection sees foreground serve sessions (Foreground.*.TCP),
which Tailscale prefers over background mappings, and fails CLOSED on
unrecognizable serve status output instead of assuming the port is
free. The extracted serve URL must match the requested port, so a
version-dependent output shape cannot advertise another mapping's URL.

The annotate agent terminal is gated off by default under --tailscale
behind the existing PLANNOTATOR_AGENT_TERMINAL_REMOTE opt-in: the PTY
token is not an auth boundary against network peers, and tailnet
reachability implies terminal reachability.

Also: --tailscale is rejected with a clear error on unsupported
subcommands and documented in review/annotate/annotate-last and
top-level help; the remote-ready QR renders only for URLs actually
reachable off-machine (never localhost); urlHost is suppressed for
--tailscale runs so the local-session warning cannot mislead; the
duplicated auto-host resolution moved into the shared vendored module;
tailscale-serve tests restore module and process state via a reset
seam.
2026-08-12 12:07:30 -07:00
Michael Ramos 4d2dc5772e fix(review): restore the prior diff when leaving the Commits view (#1278)
* fix(review): restore the prior diff when leaving the Commits view

Clicking a commit in the Commits panel (or its HEAD auto-select) switches
the single session-global diff to commit:<sha>, and switching the panel
back to Tree never switched it back, leaving the review stuck on a
historical commit (shipped as an accepted v1 edge in #994). A page reload
did not escape either, since GET /api/diff serves the current session
diff.

Client-only fix:
- preCommitDiffRef captures the pre-commit diff (full diff type + base)
  on the first non-commit to commit switch in handleSelectCommit.
- Leaving Commits for Tree restores it via fetchDiffSwitch; without a
  memo (post-reload) it falls back to the session default with the same
  resolution handleWorktreeSwitch uses. Exiting while the commit switch
  is still in flight also restores, superseding it server-side.
- Any applied non-commit switch clears the memo in fetchDiffSwitch.
- Reload un-trap: a load that is served a commit diff while the opening
  panel view is not Commits snaps back to the session default once.

Git status keeps its existing since-base reset; the server keeps its
single-active-diff model unchanged.

* test(review): cover the offered-but-not-first preferred default; document the Commits detour contract
2026-08-12 11:54:27 -07:00
Michael Ramos eb34960da9 fix(review): remember the last-used panel view; full-width toggle and cleaner panel chrome (#1273)
* fix(review): remember the last-used panel view across sessions

- Add cookie-only reviewPanelViewLastUsed config (sections | tree, never
  commits); the header toggle records it and new sessions resolve
  session state, then last-used, then the persisted reviewPanelView.
  Explicit Settings/setup-dialog writes through the reviewView setters
  sync last-used so a stale memo cannot shadow them.
- Wire the FileTree fallback PanelViewToggle to the real panel-view
  selection and route Tree clicks through the shared select funnel
  instead of rendering a hardcoded, no-op tree segment.
- Mark the review-setup-seen cookie when the first-run reset runs, not
  only on the Got it click, so closing the tab without dismissing no
  longer re-stomps preferences every session.

* fix(review): full-width panel toggle, relocated tree controls, click-to-copy diff count

- Give the Git status | Tree | Commits toggle the entire top row in all
  three left panels; segments stretch to fill the row width.
- Move the controls that shared that row (staged count, search,
  collapse-all, hide-viewed, viewed counter) into a shared
  PanelControlsRow rendered below the All files entry, directly above
  the file list; the Commits panel's loaded-commit count moves to its
  own sub-row.
- Replace the footer Copy button with the diff count itself as the copy
  trigger (shared CopyDiffFooter): a keyboard-reachable button with the
  "click to copy the entire diff set" tooltip and transient
  Copied/Failed feedback in the old button's slot.
- Add a tooltip to the file-row stage button using the same Tooltip
  mechanism as the viewed control ("Stage file (git add)").

* fix(review): put Tree first in the panel view toggle

* fix(review): resolve effective panel view for the toggle; keep self-heal off the last-used memo

- Add resolvePanelView() and pass the EFFECTIVE view to FileTree so a
  latent sections/commits selection the session cannot offer highlights
  Tree instead of a hidden or wrong segment; allFilesOrder reuses it.
  Unit test covers the no-segment and wrong-segment cases.
- setReviewPanelView() gains { recordLastUsed?: boolean } (default
  true); the App self-heal passes false so repairing a conflicted
  persisted pair no longer overwrites the user's last-used memo.
- Update the AGENTS.md since-base section to the new toggle semantics
  (last-used memo, resolution order, setter sync, one-time first-run).
- Hardening: fold the diff counts into the copy button's aria-label,
  skip the tooltip while the copy button is disabled (hover never fires
  on a disabled native button in several browsers), let toggle segments
  shrink (min-w-0 + truncate), and rework the config test onto a fresh
  ConfigStoreForTest instead of resolving the singleton against a
  throwaway backend.
2026-08-11 23:54:22 -07:00
Michael Ramos fc348687bf fix(review): contain /api/call-flow analysis throws as JSON error responses (#1272)
* fix(review): contain /api/call-flow analysis throws as JSON error responses

A hard VCS failure during patch materialization escaped the handler in
both runtimes. On Pi the unhandled rejection reached the process-level
handler and killed the user's session; on Bun it surfaced as a non-JSON
500 the client's quiet-failure UX could not parse. Both handlers now
return the standard { status: "error", reason: "analysis-failed" }
envelope.

* fix(review): cut the Call Flow consent copy down to the three facts that matter

Six sentences of disclosure read as noise. The dialog and Settings now
say: what it does, what it installs (languages + size), Node 22+, and
that other languages install as needed. Nothing consent-relevant was
removed.

* test(review): pin consent-copy facts, not prose

The presentation test now asserts the server-derived facts (languages,
size, Node floor); the dialog and Settings tests assert only that the
disclosure prop renders, via a sentinel string. Copy edits no longer
break three test files.

* docs: add Testing Rules to AGENTS.md (no prose-pinning, no round-trip prop tests)

* docs: refine copy-pinning rule — deliberate locks allowed, incidental snapshots banned

* fix(review): use the maintainer's Call flow description in the intro dialog and Settings

* fix(review): Call flow description is the maintainer's exact copy; remove the dynamic disclosure plumbing

The intro dialog and Settings now show only: 'Diffs for function call
stacks across git commits. 22 languages supported (AST-based, built
using Tree-sitter).' The callFlowEnableDescription prop, its App wiring,
and getCallFlowEnableDescription are removed; install size and Node
requirements remain visible in the Call Flow panel itself.

* fix(review): reject empty-path worktree diff types; clean up QA findings

- parseWorktreeDiffType returns null for a worktree diff type with no path.
  An empty path resolved to an empty cwd, and Bun.spawn({ cwd: "" }) runs
  git in the server's own directory instead of the target repo, so a
  malformed 'worktree:' switch returned an unrelated checkout's diff.
  Fail closed to the caller's real cwd. (Pre-existing; surfaced by QA.)
- Remove an orphaned JSDoc comment left by the callFlowEnableDescription
  prop removal in Settings.tsx.
- Add useCallFlowAnalysis.test.tsx to the CI DOM_TESTS list; its two
  tests were silently skipping on every run.
2026-08-11 22:55:18 -07:00
Michael Ramos caf7ce1ccd feat(review): install Call Flow automatically in the background on opt-in (#1271) 2026-08-11 17:48:18 -07:00
Michael Ramos 9ee2e83287 feat(review): make the CallDiff runtime a strictly opt-in, in-UI install (#1270)
* feat(review): make the CallDiff runtime a strictly opt-in, in-UI install

The merged CallDiff integration eagerly installed a ~784MB runtime for
every user at install time, for a feature that is off by default. The
runtime is now strictly opt-in and the opt-in lives in the review UI:
toggle Call flow, click Install in the panel, watch staged progress, and
use the analysis in the same session.

Installers: the default sequence no longer installs the runtime. Opt in
with --with-call-flow (PowerShell: -WithCallFlow),
PLANNOTATOR_INSTALL_CALLDIFF=1, or { "installCallFlow": true } in
config.json (flag > env > config). PLANNOTATOR_SKIP_CALLDIFF_INSTALL is
deleted; --minimal keeps excluding the runtime; the installer prints an
honest note pointing at the in-app install. The headless CLI path
(plannotator install-runtime call-flow) is unchanged.

Server (both runtimes, contract-identical): POST /api/call-flow/install
starts installCallFlowRuntime() in the background via a single-flighted
coordinator (concurrent POSTs join the in-flight install), runs a
Node 22+ preflight before any download (distinct node-unavailable
error), and rejects cross-origin POSTs with 403. GET
/api/call-flow/install-status reports idle/running/done/error with
stage: downloading, verifying, installing-deps, building. Install
completion invalidates the 30s runtime probe cache so the next
capability advert resolves available without a server restart.

Client: the Call flow Dock's runtime-missing state is now the opt-in
funnel with an honest disclosure (about 800 MB on disk, Node 22+,
one-time), staged reduced-motion-safe progress, and error + retry with
a no-node hint. On done the advert is refreshed through
POST /api/review-analysis and the existing available-change refetch
starts the analysis for the current snapshot with no reload. The intro
dialog and Settings toggle note the separate first-use runtime.

Docs: AGENTS.md env table + Review Server API table, marketing
environment-variables / installation / ui-settings / code-review /
api-endpoints pages, and the CallDiff ADR runtime-boundary and server
contract sections.

* test(review): stop leaking PLANNOTATOR_DATA_DIR from the install endpoint tests

The call-flow install endpoint tests overrode PLANNOTATOR_DATA_DIR at
module-eval time and never restored it. bun runs CI's full suite in one
process and evaluates every test file's module before running tests,
while Pi's generated/storage.ts caches its data dir at import time; the
override therefore made storage's cached dir and later files' live
getPlannotatorDataDir() calls disagree, failing the Pi annotate-history
unwritable-dir test and both durable-submit-record tests.

An afterAll restore alone is not enough: it reproduces the same three
failures with the mismatch inverted (storage caches the leaked dir at
module eval, tests then run against the restored one). The env var is
now never touched at module-eval time at all; it changes only inside
tests and is restored to its original value in afterEach, exactly like
the PORT/PATH pattern. The config writes the advert tests persist
through the process's frozen config module are snapshotted at load and
restored in afterAll so a standalone run never flips a real
config.json setting, and the process-global scope of the mock.module
seams is documented.

Regression proof (previously failing in either mismatch direction, now
green in both orderings):

  bun test packages/server/call-flow-install-endpoint.test.ts \
    apps/pi-extension/server/annotate-history.test.ts \
    apps/pi-extension/server/annotate-submission.test.ts

* feat(review): install CallDiff grammars selectively

* fix(review): harden CallDiff worker environment

* fix(review): close CallDiff verification gaps
2026-08-11 16:28:08 -07:00
Michael Ramos 3245310aa8 feat(review): add optional CallDiff call-flow analysis (#1268)
* feat(review): add optional CallDiff call-flow analysis

* fix(review): harden CallDiff integration
2026-08-11 13:18:35 -07:00
Michael Ramos 98113182b5 feat(guide): reviewer-supplied extra instructions for Guided Review (#1267)
* feat(guide): reviewer-supplied extra instructions for Guided Review (#1265)

Adds a quiet, collapsed-by-default Custom instructions affordance to the
guide launch page. The text is APPENDED to the built-in organizer
methodology as a clearly delimited section (composeGuideMethodology) and
never replaces it; absent or blank instructions produce byte-identical
prompts to before. Persisted in a dedicated cookie
(plannotator-guide-instructions) so a standing team preference survives
sessions without bloating the plannotator.agents blob past the browser's
per-cookie limit.

Server side, the launch body gains an optional guide-only instructions
field (both the Bun and Pi node:http agent-jobs handlers accept and
thread it); prompt composition lives in the shared guide-review.ts that
vendor.sh already vendors to Pi, so both runtimes compose identically.
Text is capped at GUIDE_EXTRA_INSTRUCTIONS_MAX_CHARS (2000) server-side
and mirrored by the textarea maxLength. Repair launches deliberately
ignore instructions: a repair is a mechanical JSON fix, not a rewrite.

Tests pin the regression contract (empty input keeps prior prompt bytes),
appended-not-replacing composition, the length cap, repair isolation, and
the cookie round-trip via the storage backend seam.

* refactor(guide): store standing instructions server-side, not in a cookie

Review findings on the cookie approach (silent write failure past the
encoded 4KB per-cookie limit for multi-byte text) pointed at the real
design problem: the instructions are consumed by the SERVER at launch
time, so they belong in the data dir like review-skills.json, where no
size ceiling or encoding inflation exists and the preference follows
the machine instead of one browser profile.

New GET/PUT /api/agents/guide-instructions in both runtimes backed by
shared guide-instructions-store (vendored to Pi). Guide launches apply
the stored text when the body carries none; the launch page still sends
its live textarea value (explicit wins), so a just-typed preference can
never race the debounced save. The sidebar surface sends nothing and
inherits the stored text server-side. All cookie machinery removed.

Also folds in the review fixes: marker-tag-shaped strings in
instructions are defanged so first-match nonce recovery cannot be
hijacked by pasted examples.
2026-08-11 10:24:39 -07:00
Michael Ramos 121082430e fix: QA-gate hardening for the v0.26.8 feature set (overlay perf, numbering, OpenCode 2 parity) (#1258)
* fix(opencode): consolidate V2 system parts into one composed prompt (#1114)

The OpenCode 2 adapter still shipped the pre-#1114 multi-part system
injection: replacePlanningSystemParts kept one part per source and the
generic reminder pushed a separate part, so Qwen3.x Jinja template
corruption persisted for OpenCode 2 users. Mirror the V1 entry exactly:
compose the stripped existing text plus additions into a single system
part via composeSystemPrompt, and compose the generic reminder into the
existing text instead of appending a second part.

Also adds the regression tests for the bug class flagged in #1114's
review: both helpers must read/compose the existing system text BEFORE
truncating the array (a reorder to 'system.length = 0' first drops the
host prompt and goes red here).

* perf(annotate): harden the raw-HTML overlay reconcile (dead-target backoff, cull, batching)

Bridge-script hardening for mutation-heavy pages and large annotation
sets, plus the lost click-to-select hover affordance:

- A: dead-target re-search now carries a wall-clock backoff (300ms
  doubling to a 5s cap, reset on success) ON TOP of the generation gate,
  plus a 2-searches-per-reconcile-pass budget with a scheduled follow-up
  pass for budget-skipped eligible targets. A page that mutates every
  frame advances domGeneration every frame, so the generation gate alone
  re-ran the whole-document TreeWalker sweep (and anchor re-resolution)
  per frame forever for permanently unresolvable targets.
- B1: early viewport cull (64px margin) for element and range targets:
  wholly offscreen targets skip targetStyleHidden / getComputedStyle /
  clipBoundsFor / client-rect collection entirely and just omit their
  markers, which is what the visible pipeline produced anyway.
- B2: read/write batching in renderAnnotationOverlay: highlight rects are
  queued during the read phase and flushed as one write phase, so the
  pass no longer forces a synchronous layout per record.
- B3: restoreAnnotation defers its render through the existing
  rAF-coalesced reconcile scheduler; restoring N annotations now renders
  once instead of N full passes (searches stay synchronous for the
  mark-applied reply). DOM tests flush the frame via the suite's
  standard macrotask flush.
- B4: zero-work observer gate: page mutations with no records, no
  pending draft, and pinpoint inactive still bump domGeneration but no
  longer schedule a reconcile frame.
- D: hover affordance for click-to-select: the rAF-throttled mousemove
  hit-tests the pointer against the CACHED rendered committed rects and
  toggles a brightness class on that annotation's rect divs inside the
  shadow root. No page-DOM writes, rects stay pointer-transparent, and
  shadow-root writes are unobserved so there is no reconcile loop.
- G: while a text drag is in progress in drag mode, placed markers yield
  pointer input (data-pn-hittest) so the 25px bubble cannot capture a
  selection drag; armed only by a >4px primary-button move from a
  non-overlay mousedown, so marker clicks and click-to-select paths are
  untouched. withMarkersYielded now restores (not clears) the attribute.

New regression tests for A, B1, B3, B4, D; A/B1/B3 mutation-verified
(fix reverted, test observed failing, fix restored).

* fix(annotate): make on-page marker numbers match exportAnnotations numbering

The HtmlViewer sync excluded GLOBAL_COMMENT annotations before numbering
while exportAnnotations numbers '## N.' sections across the FULL list
including globals — so an on-page 'Comment 2' could be '## 3.' in the
feedback the agent reads. The sync now derives each marker's number from
its position in the full createdA-sorted list (globals occupy a number
but ship no entry, leaving the correct gaps on-page). Export format is
unchanged.

New buildSyncNumbering helper + tests asserting a mixed list yields
identical numbers between the sync payload and exportAnnotations output
(mutation-verified against the pre-fix ordering).

* chore: sync stale workspace versions in bun.lock (0.26.1 -> 0.26.7)

* docs: document raw-HTML overlay model, multi-target types, and known limitations

- Data Types: add htmlAdditionalTargets to the Annotation listing plus
  the HtmlElementAnchor (including the optional normalized point used by
  placed markers) and HtmlAnnotationTarget shapes.
- Annotation System: describe the post-#1257 raw-HTML surface (placed
  comment markers + overlay-projected highlights, no inline mark
  mutation; durable anchors persisted, disposable markers projected) and
  the print-parity limitation.
- URL Sharing: note that share links intentionally drop HTML element
  anchors and additional targets (restore is text-search based, per
  sharing.multiTarget.test.ts).

* test: fix Range.getClientRects stub typing in the B1 cull test

* fix(annotate): hover-race teardown and unbounded one-shot dead-search passes

Polish round on the overlay hardening:

- Hover race (1): switching into pinpoint mode (or opening a draft) now
  tears hover down fully via clearHoverHighlight() — cancels the pending
  rAF hit test and clears the tracked position and id — and the rAF
  callback itself refuses to paint outside drag mode / with an open
  draft. Previously the pending callback re-applied the class after the
  mode switch and every flushQueuedHighlights re-painted it from the
  stale hoverHighlightId, leaving a permanent phantom hover.
- One-shot budgets (3): beginDeadSearchPass takes a per-pass budget.
  Reconcile passes keep 2 (they repeat, skipped targets get follow-up
  frames); print and scroll-to are user-initiated one-shots with no
  follow-up and now run unbounded (backoff and generation gates still
  apply), so printing with 3+ dead-but-recoverable targets no longer
  silently prints fewer highlights.

Both changes carry new regression tests, mutation-verified (fix
reverted, test observed failing, fix restored).

* fix(annotate): number markers by array position and cap entries after dropping globals

The createdA sort made the export-match invariant false with external
annotations: exportAnnotations' sort keys tie for every raw-HTML
annotation (blockId '', startOffset 0), so its stable sort numbers the
combined [...local, ...external] list in ARRAY order — and external
annotations arrive appended with server-stamped createdA values that can
interleave with local timestamps. buildSyncNumbering now numbers by
array position of the input (verified to be the same combined list both
consumers receive from packages/editor/App.tsx allAnnotations; the
viewerAnnotations diffContext filter is order-preserving and vacuous on
the raw-HTML surface).

Also reorders the cap: number the full list, drop globals, THEN slice
512 entries — globals no longer waste sync capacity and a non-global the
export numbers past position 512 still syncs while slots remain. Numbers
may now exceed 512 (array positions); the bridge's own bound (100000)
accepts them and its 512-entry cap still agrees with the sender.

Tests updated: interleaved-external agreement with exportAnnotations
(mutation-verified against the createdA sort) and slice-after-filter
capacity.

* docs(opencode): note the accepted cache-hint flattening trade-off in V2 consolidation
2026-08-10 15:27:04 -07:00
Michael Ramos 9b14b19a7b chore: fold in pre-release QA findings (print overlays, doc alignment) (#1245)
* chore: fold in pre-release QA findings (print overlays, doc alignment)

From the 25-item QA sweep over the v0.26.4..main range (all items passed;
these were the three real minors worth folding into the release):

- The raw-HTML iframe's injected CSS had no print rules, so pin badges
  (and, in a narrow window, the pinpoint outline box) printed into
  hard copies of annotated HTML pages. The overlay elements now carry an
  explicit @media print hide inside the iframe document, where the outer
  print.css cannot reach. Inline annotation marks stay printable on
  purpose, matching markdown documents.
- AGENTS.md/CLAUDE.md now state that PLANNOTATOR_ANNOTATE_HISTORY also
  gates the durable submitted-feedback records from #1237, and the
  Annotation interface listing includes the htmlAnchor field from #1243.
- apps/codex/README.md aligns with the #1241 top-level wording (Windows
  Codex hooks are experimental with printed manual steps, not disabled).
- Marketing docs: annotate page documents the pinpoint-first default and
  minimal-first chrome for raw-HTML sessions; installation page notes
  the old-git plain-clone fallback from #1239.

* chore: drop deprecated marketing-docs edits (canonical docs are Mintlify)
2026-08-09 17:19:50 -07:00
Michael Ramos 710ce1a065 docs: correct archive sharing posture (#1176) 2026-08-07 12:29:51 -07:00
Michael Ramos 7ad4d39ed9 feat(comments): reference agent skills with / or $ in plan review and annotate comments (#1229)
* feat(comments): reference agent skills with / or $ in plan and annotate comments

Typing / or $ at the start of a word in the document-UI comment composer
opens a picker of the user's global agent skills (~/.claude/skills,
~/.codex/skills, ~/.agents skills roots), served by a new GET /api/skills
on the plan and annotate servers in both runtimes (Bun + Pi mirror).
Multiple references per comment are supported; references live in the
comment text itself and are appended to exported feedback as a
'Skills referenced' block so the acting agent knows which skills to apply.

Human-invocation-only skills (disable-model-invocation: true frontmatter)
stay listed and selectable but render dimmed with a badge, warn in the
menu and composer, and are marked in the export so the agent is never
asked to invoke something it cannot.

Discovery reuses the review-skill loader (same roots, precedence, and
skip-and-log discipline), reads only an 8KB head per SKILL.md, caps the
catalog at 500 skills, takes no client input, and is never persisted;
any failure degrades to plain typing.

* fix(comments): harden skill references per review (trigger, IME, seam, fail-closed frontmatter)

Blockers:
- B1: a trigger now requires at least one query character. A bare / or $
  no longer opens the catalog, so Enter stays a newline and Tab still
  leaves the field ("This costs $" + Enter, "cd /" + Tab, bullets).
- B2: the menu ignores keys mid-IME-composition (nativeEvent.isComposing),
  matching the 16 existing guards; Enter committing a Pinyin/Telex/Korean
  candidate can no longer insert a skill.
- B3: the catalog request is a host seam (skillCatalogTransport via
  configurePlannotatorUI), defaulting to the existing GET /api/skills.
- B4: resetSkillCatalogCache() invalidates outstanding requests
  (generation counter), and a late-resolving stale request can no longer
  overwrite a newer cached value or the export registry. The catalog
  tests reset in beforeEach, so they hold in any file order.

Also:
- F1: skillReferences={false} is fully inert — the human-only notice memo
  and the cache seed are gated on the prop.
- F4: frontmatter flag parsing no longer fails open: trailing YAML
  comments are stripped, on/1 (and TRUE/yes etc.) read as true, the head
  read is 64KB, and truncated unterminated frontmatter fails CLOSED on
  disable-model-invocation.
- F5: extraction ignores markdown link destinations ([x](/name)), shell
  redirects (cat /x > out), and /-triggered FHS root names (/run, /tmp);
  menu insertion switches / to $ for those names so inserted references
  always survive extraction.
- F6: the 500-skill cap slices after sorting, so which skills survive no
  longer depends on readdir order.
- F3: /api/skills wiring guards for the Bun and Pi plan + annotate
  servers (skills-endpoint.test.ts).
- Keyboard state machine tests against the real CommentPopover in
  happy-dom (bare trigger, insertion, composition, Escape, highlight
  bounding, opt-out inertness), added to the CI DOM step.
- The insertion path dismisses the trigger start so the menu close is
  ordering-safe against React's select-plugin re-reading a stale caret.

* feat(comments): redesign the skill reference menu (bare triggers, no preselection, highlighted tokens)

Per maintainer direction, reversing the earlier bare-trigger opt-out
deliberately: typing a bare / or $ at the start of a word now opens the
full skill catalog immediately, and the safety story moves from the
trigger to the menu itself.

No preselection (the load-bearing rule): the menu opens with NO row
active, and while nothing is active every key behaves exactly as if the
menu were closed. "This costs $" + Enter is a newline; "cd /" + Tab
leaves the field (the proven regression that must never return). A row
activates only via ArrowDown/ArrowUp (Down from none lands on the first
row, Up on the last); only then do Enter/Tab insert. Pointer hover never
activates a row, because the menu floats exactly where the mouse rests
over the composer; a click inserts directly and never arms Enter.
Continuing to type re-filters and disarms any active row. Escape clears
the active row and dismisses when the user engaged (query typed or row
active); an unengaged bare-trigger menu passes Escape through so closing
the composer still costs one press.

Menu redesign to the reference look: icon, bold name, dimmed inline
description with ellipsis, right-aligned source column (Agents / Claude
/ Codex from the discovery roots), rounded generously padded rows, and a
subtle active-row background; human-only rows stay dimmed with their
badge and the warning now shows while such a row is ACTIVE.

Inserted references render highlighted in the composer via a mirrored
aria-hidden overlay behind a transparent-text textarea (identical font,
padding and wrapping metrics; scroll synced; tokens change color and
background only, drawn from the --primary theme token so every palette
works in light and dark). The caret keeps --foreground, selection uses a
translucent primary wash, and IME composition temporarily restores
native textarea text so composition underlines render normally.
skillReferences={false} still renders the plain pre-feature textarea.

Also, per review:
- extraction: dropped the over-broad shell-redirect exclusion (false
  negatives on prose like "use /animate <- this one"; the motivating
  case stays covered by the reserved-path rule)
- frontmatter: an unterminated frontmatter block now fails CLOSED on
  disable-model-invocation even in complete (untruncated) files
- the reserved-path / to $ insertion switch stays: extraction still
  reads /run as a path, and the new token highlight makes the switch
  self-explanatory (an unhighlighted insert would look broken)

The composition guard, transport seam, catalog generation counter,
enabled gating, and export rules are unchanged and re-covered by the
rewritten DOM test matrix.

* fix(comments): give the skill reference menu adaptive, viewport-clamped placement

The menu rendered bottom-full with a fixed max-h-64: always upward, up to
256px, with no viewport awareness. With the comment popover near the top of
the viewport (annotating near the top of a document), typing a trigger ran
the menu off the top of the screen with its upper rows unreachable.

Placement now mirrors the popover's own computePosition idiom: measure the
space above and below the composer wrapper against window.innerHeight,
prefer above (the shipped direction; keeps the action row and human-only
notice visible), flip below when the list fits below but not above, and when
neither side fits pick the roomier side. The list's max height is clamped to
the available space (still capped at the former 256px), so the menu never
extends past a viewport edge. Recomputes on every commit (drag moves,
popover flips, filtering changing the item count, warning-footer toggles)
plus capture-phase scroll and resize listeners, matching the popover's
tracking. Visual design of the menu and rows is unchanged.

* feat(comments): inject human-only skill instructions into exported feedback

A human-only skill (disable-model-invocation: true) referenced in a review
comment used to export as a dead name the agent could do nothing with. A
human referencing a human-only skill IS the human invocation, so the export
now injects the skill's SKILL.md body verbatim (frontmatter stripped) inside
clearly delimited BEGIN/END SKILL INSTRUCTIONS markers, with the absolute
skill directory and the resolve-relative-paths pointer so references/,
scripts/, and assets/ stay actionable. Model-invocable skills keep exporting
as names the agent can invoke itself.

Transport is lazy: a new GET /api/skills/content?name= endpoint (Bun and Pi)
serves one discovered skill's body, capped at 20k chars with an explicit
truncation notice pointing at the file; the client fetches contents only for
the human-only skills actually referenced, keyed off comment state, and the
catalog now carries each skill's absolute dir so every failure path (deleted
skill, unreadable file, race with submit) degrades to naming the skill plus
its directory. Names are matched against discovery only and never used as
paths, so traversal cannot escape the skill roots. A per-export dedupe
injects each skill once even when several comments reference it, and
GLOBAL_COMMENT annotations run through the same block.

The referenced-skills header now says the reviewer is asking for the
invocation, and the human-only menu footer and composer notice explain that
the skill's instructions will be included with the feedback instead of
warning that the reference will not work.

* polish(comments): quiet, progressive human-only skill treatment

The human-only surfaces shipped with too much emphasis: a dimmed row plus
a bordered uppercase badge, an amber warning footer, and a persistent
amber notice in the composer after insertion. Human-only is a property of
a skill, not an error state, so the treatment is now quiet and
progressively disclosed:

- Menu rows render at full strength with a small muted 'human-only' pill
  (bg-muted / muted-foreground tokens; no border, no dimming).
- The plain-language explanation (a model cannot invoke it, so its
  instructions will be included with your feedback) appears as a muted
  footer only while a human-only row is active (keyboard) or hovered
  (pointer). Hover disclosure is purely visual state local to the menu;
  it never touches activeIndex, so the no-preselection invariant and the
  hover-never-arms-Enter rule are unchanged and re-asserted by a new test.
- When not disclosed, the same sentence stays in the DOM sr-only and
  human-only rows point at it with aria-describedby, so the state reaches
  assistive tech as text rather than as a purely visual badge (this does
  not attempt the #1233 combobox semantics, and does not worsen them).
- After insertion, the highlighted token itself carries the quiet inline
  marker (a dotted primary underline; text-decoration cannot move glyphs,
  so overlay alignment is untouched) and the standing amber notice is
  replaced by a native <details> disclosure: a single muted 'Includes
  skill instructions' summary line that expands to the full accurate
  sentence, operable by pointer, keyboard, and AT alike.

No amber remains; every color is a theme token (muted, muted-foreground,
border, primary, ring), so the treatment follows every palette in light
and dark. Copy is unchanged where it was accurate. Behavior is unchanged:
human-only skills stay selectable and injection still happens.

* fix(comments): harden human-only skill injection per adversarial review

Three findings on the injection path, each with tests that fail pre-fix:

1. Marker forgery: an injected SKILL.md body containing our own
   `--- BEGIN/END SKILL INSTRUCTIONS ---` markers (or an
   `[Instructions truncated:` notice) could close the block early — making
   everything after it read as the reviewer's own words — forge a block for
   a skill nobody referenced, or forge a truncation notice pointing at an
   attacker-chosen path. Body lines matching the structural marker forms
   (leading-whitespace and case variants included) are now visibly
   neutralized before injection: kept verbatim but prefixed, never silently
   deleted (neutralizeSkillMarkerLines).

2. Forged human invocation: POST /api/external-annotations is
   unauthenticated on localhost, so any local process could submit a
   comment referencing a human-only skill and cause its instructions to be
   injected "at the reviewer's request". Annotations carrying a `source`
   now still LIST their skill references but never cause verbatim
   injection — human-only references fall back to naming the skill plus
   its directory, with an honest reason. The content-prime effect skips
   external texts for the same reason. A human referencing a human-only
   skill IS the human invocation; a tool is not.

3. Unbounded read: readReferenceSkillContent read the whole SKILL.md
   before slicing to the 20k cap, so an unauthenticated no-cors fetch loop
   could balloon RSS by file size per request (measured +64.4MB for a 64MB
   file). It now uses the same bounded readFileHead as the catalog,
   reading only frontmatter allowance + 4 bytes per capped char + slack;
   truncation detection is unchanged for any file whose frontmatter fits
   the catalog bound, and frontmatter that overflows the read falls back
   to null rather than serving raw YAML. Measured: 12 reads of a 64MB
   SKILL.md now cost +5.1MB total.

Also: the fast-fail guard no longer rejects legitimately discovered names —
`name.includes("..")` 404'd a real `v1..2` skill dir forever (and `\` is
legal in POSIX names) while defending nothing, since the name is only ever
matched against discovery output and never joined into a path. It now
rejects exactly the names that can never be a readdir entry: empty, `.`,
`..`.
2026-08-07 09:50:42 -07:00
Michael Ramos b69742c3bf feat: add PLANNOTATOR_URL_HOST display-only override for advertised URLs (#1225)
* feat: add PLANNOTATOR_URL_HOST display-only override for advertised URLs

Remote mode binds 0.0.0.0 but every advertised URL hardcoded
http://localhost:<port>, so a session opened from another device (e.g. a
phone on the same tailnet) got an unopenable link (#657).

- resolveUrlHost() in packages/shared/config.ts: PLANNOTATOR_URL_HOST env
  var over config.json urlHost, validated host-only (bare hostname, IPv4,
  bracketed IPv6); invalid values warn once and fall back to localhost.
- buildAdvertisedUrl(port) in packages/server/remote.ts and its Pi mirror
  in apps/pi-extension/server/network.ts; all 7 construction sites use it.
- Strictly display-only: binding stays governed by PLANNOTATOR_REMOTE, and
  agent-review jobs get a pinned http://127.0.0.1:<port> API URL.
- Remote-ready copy says "open on your device" when the host is
  overridden; local sessions with an override warn it is unreachable.
- Tests for validation, precedence, and URL composition in both runtimes;
  docs in CLAUDE.md and the marketing site.

* fix(review): ignore urlHost in local sessions, harden warning output

Review follow-ups on #1225:
- Local (loopback-bound) sessions no longer honor the advertised-host
  override: honoring it auto-opened http://<host>:<port> against a server
  nothing was listening on, openBrowser still reported success, and the
  agent blocked on waitForDecision. Local sessions now advertise and open
  localhost, warning once that PLANNOTATOR_REMOTE=1 is required.
- The invalid-host warning JSON-encodes the echoed value so an embedded
  newline cannot forge extra stderr lines (hosts surface session-ready
  lines as clickable links); warn-once is now per value.
- Docs: local-session behavior reworded, the empty-env-suppresses-config
  semantic documented, secure-context note generalized.
2026-08-06 18:29:11 -07:00
Michael Ramos c08b188812 perf(ui): single Shiki highlighter, palette-matched code blocks, drop highlight.js (#1218)
* perf(build): stub out the dead Oniguruma WASM in every bundle

@pierre/diffs picks its Shiki engine with a runtime ternary:

    engine: preferredHighlighter === "shiki-wasm"
      ? createOnigurumaEngine(import("shiki/wasm"))
      : createJavaScriptRegexEngine()

Plannotator pins `preferredHighlighter: 'shiki-js'` (and Pierre's own
default is 'shiki-js'), so the Oniguruma branch never executes. Because
the choice is a runtime ternary, bundlers keep the `import("shiki/wasm")`
edge anyway and inline `@shikijs/engine-oniguruma/wasm-inlined`, a
~622 KB base64 blob, into the single-file HTML builds. The review app
paid for it twice: once on the main thread (via
`highlighter/shared_highlighter.js`) and once inside the `?worker&inline`
Pierre worker.

Alias `shiki/wasm` to a stub that throws if it is ever reached. Wired via
`resolve.alias` rather than a plugin because `resolve.alias` is shared
with Vite's worker build and `plugins` are not.

Highlighting output is unchanged: the JS regex engine was already the one
doing the work. Opting back into 'shiki-wasm' now fails loudly instead of
silently costing every user a megabyte of dead bytes.

    apps/review/dist/index.html  19,424,646 -> 18,180,545  (-1,244,101 raw / -463,348 gzip)
    apps/hook/dist/index.html    23,032,467 -> 22,410,416    (-622,051 raw / -233,485 gzip)

* perf(ui): consolidate code highlighting onto Shiki, drop highlight.js

The app shipped two highlighters. Shiki already tokenised the code-review
diff pane (via @pierre/diffs, JavaScript regex engine); highlight.js
separately coloured markdown fences and review suggestion snippets at
~982 KB minified for a full build of ~190 grammars. That second
highlighter is now gone.

Every call site moves onto `packages/ui/utils/codeHighlight.ts`, a thin
wrapper over Pierre's SHARED Shiki instance:

  CodeBlock, Viewer, PlanCleanDiffView   markdown fences
  InlineMarkdown                          code-file hover preview
  HighlightedCode                         review suggestion snippets

Reusing Pierre's instance rather than standing up a second fine-grained
one is deliberate. Pierre imports Shiki's full bundle, so every grammar
and theme is ALREADY inlined in the single-file builds: a separate
highlighter with a curated language list would have duplicated a subset
of bytes that are already there. Sharing costs nothing, gives every
language Shiki bundles instead of a shortlist, and — the point of the
change — guarantees fences resolve the exact same theme the diff pane
resolves.

Theming. `SHIKI_THEME_MAP` / `resolveSyntaxTheme` move from
`packages/review-editor/hooks/usePierreTheme.ts` to
`packages/ui/utils/syntaxTheme.ts`; usePierreTheme re-exports them, so
the review editor's imports are unchanged. `useFenceTheme()` feeds the
components and re-highlights on palette or mode change. Code blocks now
follow the active palette across all ~52 themes in both light and dark,
instead of always rendering github-dark and relying on hand-written
`.hljs-*` override stacks to stay legible. Those stacks are deleted:
`packages/editor/index.css`'s light-mode token palette, and
`colorblind.css`'s hand-tuned tokens which existed to APPROXIMATE
@pierre/theme's protanopia-deuteranopia themes that are now simply used.

Behaviour held fixed:

  - Language-less fences stay plain text (#1212). No auto-detection
    anywhere, including the hover preview, which previously called
    `hljs.highlightAuto`. `HighlightedCode` derives its language from
    the caller's file path; an unknown extension renders plain.
  - `applyHighlight(el, ...)` keeps the imperative `hljs.highlightElement`
    DOM contract the annotation layer reaches into, and writes plain text
    at final size first so async highlighting causes no layout shift.
    Already-attached grammars highlight synchronously — no flicker on
    cached highlights.
  - It also verifies the rendered text is byte-identical to the source
    and falls back to plain otherwise, because annotations address code
    blocks by text offset.
  - `@plannotator/ui`'s public API is unchanged: the highlighter is a
    module-level default like the package's other seams, no new props.

The `hljs` class on fenced `<code>` becomes `pn-code` (it is a
structural hook for blockTargeting, vim navigation and print.css, and it
named a library we no longer ship). `language-*` stays.

    apps/review/dist/index.html  18,180,545 -> 17,270,889  (-909,656 raw / -291,921 gzip)
    apps/hook/dist/index.html    22,410,416 -> 21,704,434  (-705,982 raw / -238,096 gzip)

Verified the diff pane is untouched: the rendered Pierre shadow-DOM
markup is byte-for-byte identical between an origin/main build and this
one (SHA-256 aa1ee88a…).

* fix(ui): strip stray NUL bytes from the code-highlight source

Two U+0000 bytes slipped into comments in the previous commit, which made
git treat the file as binary. Replaced with spaces; no behaviour change.

* fix(ui): keep code-block annotation marks across highlight swaps

Fenced code is annotated by hand: one `<mark data-bind-id>` inside the
`<code>` element, which `applyHighlight` also owns. Every highlight swap
(palette change, dark/light toggle, or the first async grammar attach
after load) replaces that element's children, so the mark was silently
wiped and nothing put it back. Annotation state, the sidebar panel and
exports were unaffected; the loss was purely visual, and deterministic.

`applyHighlight` now publishes every write through `onCodeHighlightSwap`,
synchronously, immediately after it. `Viewer` subscribes and re-paints the
fence's mark, so a swapped block ends up with BOTH the new theme's tokens
and its annotation. The shared painter (`paintCodeBlockMark`) moves the
token spans into the mark instead of flattening them to text, so creating
an annotation no longer costs a block its colours either.

Being driven by the swap also fixes the cousin race by ordering rather
than timing: share/draft restore runs on a timer after load, and on a slow
machine the first async swap could land after it and wipe the restored
marks per block. A restore that painted before the swap is now
re-established in the same task the swap ran in, and one that runs after
finds the mark already there.

Removal tombstones the id before re-highlighting, because the host drops
the annotation from state a tick later — without it the swap listener
would paint the just-removed annotation back in, and a fence carrying a
second annotation would end up bare.

Also closes the named gap in the WASM coverage: entry-assets only grepped
source, so a future @pierre/diffs bump could reintroduce the inlined blob
through a different import specifier unnoticed. It now greps the built
`apps/{review,hook}/dist/index.html` for the base64 WASM magic, skipping
on an unbuilt checkout and running for real in the CI job that builds the
bundles.
2026-08-05 21:54:40 -07:00
Michael Ramos 10a5104888 fix(install): repair the skills checkout guard, add --skip-skills (#1201)
* fix(install): make a failed skills checkout stop reporting success

The skills/commands checkout runs in a subshell written as
`( set -e; ... ) || checkout_failed=1`. POSIX ignores `set -e` for every
command of an AND-OR list except the last, and bash 3.2.57 (what
`curl | bash` gets on macOS), bash 5.3, dash, zsh and ksh all carry that
suppression into the subshell. The `set -e` was inert.

A failed clone therefore ran the whole block anyway, the subshell exited
with the status of its trailing `if` (0), `checkout_failed` stayed 0, and
the installer printed "YOU'RE ALL SET!" with no skills installed. It also
blamed the wrong thing, printing "Tag vX.Y.Z predates the per-agent skill
layout" when the real cause was a failed clone.

Drop the inert `set -e` and guard the four fetch steps with explicit
`|| exit 1`. Everything after the checkout stays best-effort, matching
install.cmd, which only checks git clone and lets every xcopy run
unchecked. A local cp/mkdir/rm failure must not surface as the
"network or git error" message.

Verified on bash 3.2.57 in a sandboxed HOME: the failure case now exits 1
with the fetch error and no success banner, and original vs patched
success runs produce byte-identical trees (74 paths, 35 files) and
identical logs.

* feat(install): add --skip-skills opt-out

The skills and slash commands come from a sparse `git clone` of the release
tag. There was no way to decline that fetch short of --minimal, which also
drops the sem sidecar, the agent-terminal runtime, the hooks, and every
per-agent config. Anything that installs a tag github.com cannot serve had
no option at all.

Add --skip-skills to all three installers, following the existing
--skip-codex / --skip-gemini / --skip-kiro / --skip-opencode family: CLI
flag (-SkipSkills in PowerShell), PLANNOTATOR_SKIP_SKILLS_INSTALL env var,
skipInstall.skills config key, resolved flag > env > config. It is not a
per-agent switch; it covers every scope the checkout writes (Claude,
~/.agents, OpenCode, Gemini, Kiro), the extras, and the skill-scope cleanup
sweeps. Skip means do-not-write: nothing already installed is replaced or
removed, and git stops being a hard requirement. The run reports
"Skills: skipped (<source>)" and the closing banner no longer claims the
/plannotator-* commands are ready, which is the same false-success the
checkout guard exists to prevent.

Use it in the install-script-smoke job. That job installs a synthetic
v9.9.9: the fake curl serves the freshly built binary for any URL, but the
skills clone goes to real github.com, where the tag does not and cannot
exist. That clone has always failed; it only went unnoticed while the
broken guard let the installer exit 0 anyway. The job asserts Codex hook
config, not skills, so it opts out rather than ignoring a real error. Both
run_installer call sites go through the one function definition.

Verified in an env -i sandbox on bash 3.2.57 (what `curl | bash` gets on
macOS) with a fake curl and a local stand-in remote. Flag, env var, and
config each skip and name their own source; flag beats env=0; env=0 beats
config true; an explicit "skills": false stays a veto. Without the flag,
pre-change and post-change runs produce byte-identical trees (39 entries)
and identical logs. A bad clone URL without the flag still exits 1 with the
fetch error and no success banner. A --skip-skills re-run over an existing
install leaves all 12 skill and command files byte-identical. The CI step
was reproduced locally: both run_installer calls exit 0 and every Codex
assertion still passes.

* test(install): cover --skip-skills and repoint the pinned source strings

scripts/install.test.ts asserts against exact install-script source text, so
six assertions broke when --skip-skills landed. Each is repointed at the new
string with its intent preserved, not weakened:

- The "hook/config writing happens before the git hard-fail" ordering test
  keeps proving the ordering; it just matches the gate's new conditional
  form. git being a hard requirement is now a narrower invariant (it applies
  only when the checkout actually runs), so that is asserted separately
  rather than dropped.
- The skipInstall walk assertions follow codex/gemini/kiro/opencode gaining
  a skills entry, in install.sh's `for _agent` loop and install.cmd's
  PowerShell key list.
- The three "never remove" sweep assertions follow the Codex stale-skill
  cleanup gaining its skills-opt-out arm, in all three installers.

Add nine tests covering --skip-skills itself in the same style as the
per-agent family: flag/switch parsing, PLANNOTATOR_SKIP_SKILLS_INSTALL,
skipInstall.skills, and flag > env > config precedence by textual layering,
for each installer. Each installer also gets a test that the opt-out bails
before the clone and leaves the checkout guard intact (#1201's fix must keep
failing a real fetch error), and one that the run reports honestly, never
prints the "commands are ready" banner over an empty skills dir, and
suspends the extras, the model-invocation rewrite, and the stale-stub sweeps
rather than applying them partially.

bun test scripts/: 116 pass, 6 skip, 0 fail. Full bun test: 2884 pass,
234 skip, 0 fail. bun run typecheck clean.
2026-08-04 21:49:49 -07:00
Sergiy Dybskiy 050dfcda9a feat(opencode): add OpenCode 2 plan review adapter (#1194)
* feat(opencode): add OpenCode 2 plan review adapter

* fix(opencode): harden V2 review lifecycle

* fix(opencode): address V2 review feedback

* fix(opencode): update V2 target and isolate tests

* test(opencode): assert prompt composition invariants
2026-08-04 17:56:33 -07:00
Michael Ramos 7682628db7 feat(install): Codex opt-out and credential-free attestation verification (#1197)
* feat(install): Codex opt-out and credential-free attestation verification

Implements both asks from #1178 (reported and designed by @astradevkin):

- Per-agent installer opt-outs: --skip-codex / --skip-gemini / --skip-kiro
  flags, PLANNOTATOR_SKIP_{CODEX,GEMINI,KIRO}_INSTALL env vars, and
  config.json skipInstall.{codex,gemini,kiro} keys, with flag > env >
  config precedence mirroring verifyAttestation. Detected-but-skipped is
  reported as its own honest state, never conflated with not-detected,
  and a skipped agent's home is neither written nor cleaned up.

- Credential-free provenance verification: when --verify-attestation is
  active, the Sigstore bundle is fetched from GitHub's public
  attestations endpoint (single unauthenticated attempt, no retry) and
  verified via gh attestation verify --bundle with the same
  --repo/--source-ref/--signer-workflow constraints; gh's authenticated
  fetch remains the fallback. TUF trust-root failures are reported as
  connectivity, distinct from real provenance failures; every path
  stays fail-closed.

Zero behavior change for users who do not opt in: the default install
path is unchanged (verified by sandbox-HOME parity runs against main).

* fix(install): address #1197 review round (H1 retry, M2-M7, lows)

- H1: a failed gh --bundle invocation now retries once through the exact
  authenticated path before any classification, so an older gh (unknown
  flag) or a corrupt bundle never reports as a provenance failure. Pinned
  by a functional stub-gh test; a real failure still fails again on the
  retry and aborts.
- M2: the sh config layer extracts the skipInstall object (awk, character
  indexed) before matching per-agent keys and honors explicit false as a
  veto; cmd now parses the real JSON via PowerShell like ps1. Functional
  tests cover the foreign-key collision and explicit-true cases.
- M3: sh names the real cause when the bundle path cannot run (no JSON
  extractor vs fetch vs extraction failure) and gains python3 and jq
  fallback extractors; docs state the dependency.
- M4: ps1/cmd gate the existing-integration note on plannotator content in
  hooks.json and word the skip state as what those platforms actually do
  (manual instructions suppressed).
- M5: sh bundle lives inside a private mktemp -d, one rm -rf on every exit,
  and a mktemp failure degrades to the fallback instead of aborting.
- M6: README, verifying-your-install, environment-variables, and
  installation docs updated for the credential-free path and skip flags.
- M7: ps1/cmd extraction replaced with a byte-exact string scanner (no
  ConvertFrom/ConvertTo round trip, immune to DateTime coercion), with
  PowerShell-driven unit tests over the captured real attestations
  response plus synthetic DateTime and brace-in-string controls.
- Lows: fail-closed abort pinned by a functional test; TUF beats auth in
  cmd classification (matches sh/ps1); skipped-state output mentions the
  shared ~/.agents/skills; Gemini summary is skip-aware and gains an
  honest not-detected state; --skip-opencode do-not-write switch added
  (flag, env var, config key) across all three scripts.

* fix(install): review round three (EncodedCommand fetcher, mutation-proof fail-closed test, lows)

- R1: install.cmd's attestation fetcher no longer touches disk. The
  %RANDOM%-named %TEMP% .ps1 (predictable-path code execution, the M5
  class escalated) is replaced by powershell -NoProfile -EncodedCommand
  with a base64(UTF-16LE) payload defined next to its full REM PS:
  plaintext; a test decodes the blob and asserts byte equality with the
  documented lines plus the security-relevant shape (env-var inputs,
  ordinal scan, no JSON round trip, distinct exit codes). Inputs still
  travel via env vars. Verified end to end under pwsh: the decoded blob
  fetched the real attestations response, wrote 2 bundles, gh verified
  the real v0.25.1 binary credential-free (exit 0) and rejected a wrong
  binary (exit 1).
- R2: the fail-closed test now asserts the output ENDS with 'Refusing to
  install.' - mutation-verified: with the verify-failure exit 1 deleted
  the mutant still exits 1 via an incidental mv failure, but the trailing
  mv error breaks the endsWith and the test fails; restored, it passes.
- Lows: CI guard test fails loudly when process.env.CI is set and no
  pwsh/powershell is on PATH (scanner coverage cannot silently vanish);
  scanner IndexOf calls are ordinal in ps1 and the encoded cmd variant;
  the awk skipInstall extraction requires optional-whitespace-then-colon-
  then-brace after the key (string values can no longer anchor it, with
  non-token occurrences skipped, unit-checked against escaped-embedded
  payloads); install.cmd comments warn that the fallback-reason literals
  inside parenthesized blocks must stay parenthesis-free.
2026-08-04 13:17:27 -07:00
Michael Ramos 46f1e8d5b2 fix(annotate): recognize wrapped URLs in token probe and port #1185 coverage (#1187)
Ports five small items from the closed parallel PR #1185 into the
tolerant annotate argument resolution that landed in #1183 (#1182):

- Bug fix: the token probe tested the raw token against the URL regex,
  but the pipeline strips the @ reference marker and wrapping quotes
  first, so a multi-token 'annotate @https://example.com/page and
  summarize it' probed to nothing and emitted the handoff instead of
  opening the URL. The probe now unwraps with stripAtPrefix before the
  regex and returns the unwrapped form (the pipeline re-strips
  harmlessly). Tests cover @-prefixed and quote-wrapped URLs as
  multi-token candidates.
- Test ports: absolute-path candidate, the wider plain-text set (.txt,
  .yaml) guarding ANNOTATABLE_DOC_REGEX breadth, the scoped-package
  literal-@ fallback against a real @scope/ directory, and the
  whole-un-split-string preference over its own tokens ('Meeting
  Notes.md' wins over a resolving 'Notes.md' token) covering
  annotateInputNamesExistingTarget.
- Defensive scan: the strict-mode source-scan test now asserts the
  annotate startup block gates tolerance on !strictAnnotate via
  isStrictAnnotateInvocation, since an inverted gate cannot be
  spawn-tested without starting a server.
- DRY: the strict predicate was defined twice (strict-annotate-result
  exit-code helper and the index.ts tolerance bypass). Extracted
  isStrictAnnotateInvocation with a StrictAnnotateFlags type; both
  sites use it so the exit-code path and the tolerance bypass can
  never drift. Behavior byte-identical; existing subprocess tests
  unchanged.
- Docs: the tolerant-resolution section now cites #872 (commit
  aac5aacb) for why the bang prefix is deliberate and states that
  argument-shape issues belong in the CLI's resolution, not the skill
  templates.

Refs #1185, #1182

Co-authored-by: Josh Nichols <josh.nichols+agent@gusto.com>
2026-08-03 13:25:41 -07:00
Michael Ramos 747b5ea7e6 fix(annotate): resolve natural-language arguments or hand off to the agent (#1183)
* fix(annotate): resolve natural-language arguments or hand off to the agent

Claude Code skills run the CLI through a bash-substitution prefix that
executes before the model sees anything, so any trailing natural language
in /plannotator-annotate died with 'File not found: the'. Worse, a
non-zero exit from that prefix aborts the whole prompt before the model
runs (verified empirically), so the error was never even visible to the
agent.

Three-tier resolution in the binary's annotate argument handling, shared
by every host via packages/shared/annotate-target.ts:

1. Fast path: probe each whitespace-delimited token; exactly one naming
   an existing file, URL, or folder proceeds with it directly.
2. Ambiguity: two or more tokens resolve; error naming every candidate,
   never guess.
3. Handoff: nothing resolves; emit an agent-addressed message echoing
   the words tried and asking the reading agent to interpret the request
   and re-run with a concrete target, preserving flags. In plain mode it
   lands on stdout with exit 0, the only combination that reaches the
   model through the bang prefix; in --json/--hook mode it goes to
   stderr with exit 1 so machine stdout stays clean.

Single-token invocations run the unchanged pipeline first, so bare
correct invocations are byte-identical. Strict gates (--require-approval
or --result-file) bypass the tolerance entirely: a typo'd path stays a
startup failure with exit 2 and no agent-facing prose.

The CLI resolution pipeline moves to apps/hook/server/annotate-resolution.ts
(returns typed outcomes instead of exiting) so the token fallback can run
it once with a selected candidate; OpenCode and Pi wire the same shared
selection into their own not-found paths. Skill bodies gain one line
telling the agent to re-run with a concrete target when the command
reports unresolvable arguments.

Closes #1182

Reported-by: @technicalpickles

* fix(annotate): harden tolerant resolution per review

Review fixes for the three-tier annotate argument handling:

- A single unresolvable token now falls through to the legacy pipeline
  verbatim: 'annotate nope.md' is exit 1 with 'File not found: nope.md'
  again in every non-strict mode, instead of an exit-0 handoff that
  fail-opened scripts gating on the exit code. The handoff fires only
  when two or more words resolve to nothing.
- Unrecognized dash-prefixed tokens disable tolerance instead of being
  skipped, so a typo'd flag ('--no-jna') errors the way it did on base
  rather than silently fetching via Jina. Known flags are stripped
  before selection as before.
- Token selection now receives the original argv tokens, so a quoted
  missing path ('my notes.md') is probed as one token and can never be
  re-split into a silently resolving 'notes.md'.
- Bare directory names only count as fast-path candidates when they are
  the sole argument; a stray word matching a directory (or '.') hands
  off instead of opening folder mode. Explicit paths like 'src/' keep
  resolving, and the bare-existence probe fallback is file-only.
- The handoff re-run suggestion echoes content flags only (--markdown,
  --no-jina, --render-html), never transport flags (--gate, --json,
  --hook).
- New subprocess suite (annotate-cli.test.ts) spawns the real CLI entry
  and pins the contract: single-token typo exit 1, strict invocations
  (--require-approval and --result-file) exit 2 with empty stdout and
  no handoff prose, unknown-flag error, quoted-token preservation, and
  the directory-hijack case. Placeholder dist files are created when a
  build is absent so the suite runs in CI.
- The copilot and gemini annotate command bodies gain the same handoff
  instruction as the Claude, core, and kiro skills.
- AGENTS.md documents the three tiers under Annotate Flow and corrects
  the strict-section sentences that claimed non-strict behavior was
  fully unchanged; the marketing annotate doc mentions the tolerant
  arguments.

Refs #1182
2026-08-03 10:14:37 -07:00
Michael Ramos 4c89418bad fix(pi): contain the pi-todos mirror inside the project root
The mirror resolved <cwd>/.pi/todos with a plain path.join, so a repo
that ships .pi/todos as a symlink pointing elsewhere had its plan
checklist written to the symlink target on the first plan approval. The
mirror is on by default, so checking out a hostile repo and approving a
plan was enough. Write-only and non-overwriting, but not something to
ship knowingly.

The repo-implied path must now realpath inside cwd or the provider reads
as absent, which is the documented no-mirror no-op. An explicit
PI_TODO_PATH stays trusted verbatim: that is the user's own choice at the
same trust level as config.json, and pi-todos honors it the same way.
Containment reuses the shared isWithinDirectory sink, resolved through
the deepest existing ancestor so a not-yet-created todos dir under a
symlinked .pi cannot be created outside either.

Also corrects the detection docstring: pi-todos calls ensureTodosDir on
session_start, so an installed-but-unused provider does not read as
absent.

Claude-Session: https://claude.ai/code/session_01H5KQWqXqjrPxyxUNso1QHS
2026-07-30 03:03:13 -07:00
Raúl c750427ab8 feat(annotate): dismiss abandoned gate sessions (#1143)
A direct local `plannotator annotate --gate --json` waits for one
authoritative decision. If every review surface disappears without
approving, sending feedback, or exiting, the caller blocks forever: the
server has no notion of whether a client ever connected, whether another
tab is still open, or whether a disconnect is a reload.

Page lifecycle events cannot answer that. `pagehide` and `beforeunload`
also fire on reload and navigation, so dismissing from them ends reviews
the user expects to resume. Use connection presence instead, which is
exactly what the transport can observe.

Local direct structured gates advertise a client lease in /api/plan and
serve /api/annotate/client-lease as SSE. One open stream is one connected
review surface. The server heartbeats every 5s and, only after at least
one client has connected, starts a 30s reconnect grace when the last one
disconnects. A reconnect inside the grace continues the same review;
expiry resolves the gate through the same path as explicit Close, so it
produces an ordinary `dismissed` decision and inherits the strict-result
contract unchanged. Approve, feedback, explicit exit, and server stop all
cancel a pending expiry.

Presence lives in two runtime-independent pieces so Bun and Pi cannot
drift. createAnnotateClientLeaseTracker owns first-client, active-count,
reconnect, cancellation, and one-shot expiry. createAnnotateClientLease-
StreamSession owns one connected client: acquire the slot, write the
ready comment, heartbeat, release exactly once. Each server passes only
its own write primitive (a ReadableStream controller for Bun, res.write
for Pi). A write that fails closes the session, because a stream that can
no longer be written to is a client that is no longer present; holding
the slot there would make the gate un-dismissable for the rest of the
run, which is reachable only through a half-open connection and so is
covered by unit tests rather than an integration test.

Scope is deliberately narrow. The capability stays off for remote and
shared sessions, where tunnel disconnects would read as abandonment, and
off for hook transport, legacy plaintext, archive, plan, review, and
folder-picker sessions. A session that never receives its first client
never auto-dismisses, so browser-launch failures still need a caller-side
timeout.

Decision settlement is explicit for the same reason: a connected surface and
the lease can both try to settle the session, and the awaited promise ignoring
the second resolve was not enough. The loser still deleted the reviewer's draft
and answered ok, so a tab reported success for a decision the caller never
received. createAnnotateDecisionSettler makes the winner explicit; a loser
changes nothing and answers 409. Expiry deliberately keeps the saved draft,
unlike explicit Close, so an abandoned review stays recoverable.

Stopping the server closes live lease streams instead of only releasing their
slots, so a long-lived host process does not retain a heartbeat timer and an
open response for every finished session.
2026-07-29 23:02:49 -07:00
jms830 a54b46bbee feat(pi): mirror plan checklist to pi-todos (#1139)
* feat(pi): mirror plan checklist into an editable todo provider

Closes the one-way half of #484: on plan approval, feature-detect an
editable todo provider and mirror the approved checklist into it, then
reflect [DONE:n] markers onto todo status as execution proceeds.

pi-todos is the first provider. It exposes no API to other extensions,
so the integration surface is its on-disk format (.pi/todos/<id>.md with
JSON front-matter, <id>.lock taken with O_EXCL). The provider writes
through that contract, reconciles by tag so repeated syncs are
idempotent, closes steps dropped from an edited plan, and skips any todo
another session holds a lock on. Provider state resets on return to
idle, so a second plan re-detects rather than inheriting the first
plan's decision.

The mirror is additive: the existing progress widget is untouched.
pi-todos has no live surface of its own -- its list renders on demand in
/todos -- so suppressing the widget would trade a visible tracker for
files behind a keystroke. Sync is one-way, so provider-side edits can
never desync plan execution.

oh-my-pi's native todo panel is the obvious second provider and slots in
behind the same interface, but is not implementable from an extension
today: the panel repaint is gated to the built-in `todo` tool, and the
session handed to an extension-registered tool is a read-only projection
without the todo accessors. Details in todo-providers/index.ts.

Gated by PLANNOTATOR_TODO_PROVIDER / config.todoProvider, and inert when
no provider is detected.

* fix(pi): harden todo provider sync

---------

Co-authored-by: jms830 <jms830@noreply.github.com>
2026-07-27 10:27:03 -07:00
Raúl 5aaa420080 feat(annotate): add strict atomic result output (#1091)
* feat(annotate): add strict atomic result output

* feat(annotate): exit 2 for strict-gate usage and publication errors

Adopt the grep convention for the strict annotate gate's exit codes:
0 = approved, 1 = negative human outcome (annotated/dismissed under
--require-approval), 2 = the gate itself was misconfigured or could not
start/deliver a decision. Previously all usage/startup/validation
failures shared exit 1 with "reviewer did not approve", so callers could
not tell a denied review from a broken gate.

- parseStrictAnnotateOptions failures (bad flag combos, strict flags
  outside annotate --gate --json) now exit 2
- --result-file preflight failures (missing parent, pre-existing or
  dangling-symlink destination) now exit 2
- post-decision publication failures (destination raced into existence,
  hard links unavailable, stdout write failure) now exit 2: they deliver
  no decision record at all, so the code's own fail-closed handling
  presents them as environment errors, never as a reviewer outcome --
  and never approval, since only 0 means approved
- decision outcomes keep 0/1 exactly as before; signal deaths keep 128+n
- document the contract in AGENTS.md and the annotate-gates guide

Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk

* fix(annotate): exit 2 for strict-gate startup failures

The six startup-failure sites in the annotate path (missing path, unreachable
URL, empty folder, ambiguous name, missing/unsupported file, oversized file)
run after flag parsing and exited 1. Under --require-approval / --result-file,
1 is the "reviewer requested changes" signal, so a typo'd path made automation
misclassify a configuration error as a legitimate rejection.

Route those sites through exitAnnotateStartupFailure(), which picks its code
from the already-parsed strict options via the new pure helper
annotateStartupFailureExitCode(). Non-strict invocations still exit 1 with
byte-identical stderr; strict invocations exit STRICT_GATE_ERROR_EXIT_CODE (2).

Claude-Session: https://claude.ai/code/session_01H5KQWqXqjrPxyxUNso1QHS

* fix(annotate): emit the strict decision on stdout before publishing it

writeResultFile ran before the decision JSON reached stdout. On a filesystem
without hard links (exFAT, FAT32, most SMB/NFS, some container bind mounts)
publication fails deterministically, the catch exited 2 with nothing written
anywhere — and the reviewer's autosaved draft had already been deleted by the
feedback flow, so their completed decision was lost.

Emit the stdout record first, then publish the result file. Exit semantics are
unchanged: a publication failure still exits 2, but the decision has reached
stdout by then. Only a stdout write failure now leaves no record at all.

Correct the docs and comments that claimed exit 2 delivers no decision record:
it means the result *file* was not published. Also document the two publication
caveats: the 0600 mode is a no-op on Windows, and the atomic link/rename is not
followed by a parent-directory fsync, so publication is atomic but not
crash-durable.

Claude-Session: https://claude.ai/code/session_01H5KQWqXqjrPxyxUNso1QHS

---------

Co-authored-by: Michael Ramos <mdramos8@gmail.com>
2026-07-26 21:05:57 -07:00
Kevin 0eda139cbe Add an option to disable AI features (#1129)
* feat: allow disabling Plannotator AI

* fix: enforce disabled AI review endpoints

* fix: fully disable AI review surfaces

---------

Co-authored-by: Kevin <kcosrdev@gmail.com>
2026-07-26 09:59:15 -07:00
Michael Ramos 99d11dca04 Persist Guided Reviews across sessions (#1115)
* feat(guide): add durable guide store with repo-scoped keys and opt-out

Runtime-agnostic guide persistence for #1112: packages/shared/guide-store.ts
writes validated guides to ${PLANNOTATOR_DATA_DIR}/guides/{repo-key}/{id}.json
with atomic tmp+rename writes and graceful corrupt-file handling. The repo key
is a sanitized host__owner__repo from the origin remote (or the PR url), with
a dir-name+hash8 fallback when no remote parses, so PR and branch sessions of
one repository share a shelf and same-named branches in different repos never
collide. Includes the session glue (repo-key/headSha/label resolution plus the
jobId-to-savedId map) shared by both server runtimes, the guideHistory config
key with resolveGuideHistory (PLANNOTATOR_GUIDE_HISTORY, coerced booleans),
and the browser-safe SavedGuideListEntry/CodeGuideData extensions.

* feat(guide): autosave guides and serve saved: ids in both server runtimes

Both packages/server/review.ts and the Pi mirror serverReview.ts now: autosave
a guide the moment it passes the existing validateGuideOutput gate (including
manual-repair submits); write reviewed-state changes on a live job id through
to that job's saved file; serve persisted guides through the existing guide
endpoints as saved:{id} pseudo job ids (GET guide + PUT reviewed); and expose
GET /api/guides (repo-scoped list with progress and a moved flag comparing the
stored head sha to the current head) and DELETE /api/guides/:id. guide-store
joins vendor.sh's flat copy list; cross-runtime endpoint wiring is covered by
packages/server/guide-persistence.test.ts against both servers, including
reviewed-state persistence across a server restart and traversal-id rejection.

* feat(guide): previous-guides list, Saved chip, and outdated Regenerate hint

GuideEmptyState grows a Previous guides section under the Generate controls:
rows show the target label chip, title, age, reviewed progress, a quiet diff
changed flag when the stored head no longer matches, and a per-row delete;
clicking a row loads the guide via its saved:{id} pseudo job id (the existing
useGuideData/GuideScreen id plumbing already treats ids as opaque). GuideView
shows a small Saved chip once the active guide is persisted and, for an
outdated saved guide, one muted hint line whose Regenerate action launches a
fresh guide with the persisted defaults. The engine/model resolution and
launch-param shapes move into the shared useGuideLaunch hook so the empty
state and the hint stay in lockstep. DOM tests cover the new GuideView states.

* docs: document guide persistence endpoints and PLANNOTATOR_GUIDE_HISTORY

* fix(guide): label saved envelopes with launch-time context, not completion-time state

Review finding on #1115: saveForJob read the live session getters when the
job COMPLETED, but guide jobs run for minutes while the session supports
mid-generation PR switching (/api/pr-switch) and diff switches. Launch on PR
A, switch to B, complete: the envelope permanently carried A's content
labeled with B's PR label/url/headSha (and could even land on B's repo
shelf). The review-target context (pr url/label/head, branch label, head
sha) is now snapshotted at job LAUNCH via guideStore.captureLaunchContext()
in the guide buildCommand branch of both runtimes and carried on the job
itself as AgentJobInfo.guideContext, the same discipline as
changedFilesSnapshot, so it is garbage-collected with the job and needs no
separate cleanup. saveForJob prefers the snapshot (falling back to the live
getters only for jobs launched without one), derives the shelf from the
launch-time PR url, and records the shelf alongside the saved id so reviewed
write-through follows the file wherever it landed. Repair jobs reuse the
FAILED job's own snapshot. Covered by new session tests that mutate the
injected getters between launch capture and completion.

* fix(guide): close a saved guide when the review context switches

Review finding on #1115: a saved:{id} guide has no AgentJobInfo, so
GuideScreen's context match passes trivially (unknown ids are tolerated for
the demo path). Switching PRs or worktrees while a saved guide was open left
it mounted over the new context's diff with a stale moved flag. App.tsx now
clears activeGuideJobId on any prMetadata.url / activeWorktreePath change
when it points at a saved: id; the user reopens it from the Previous guides
list. Live job ids are untouched, GuideScreen's own matching handles those.
2026-07-23 15:32:43 -07:00
Michael Ramos d9099fe089 docs: document the 2MB annotatable-file size cap
Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk
2026-07-21 09:25:01 -07:00
Michael Ramos f9a6c1e39d feat: annotate accepts YAML, JSON, TOML and other plain-text files (#1099)
* feat(annotate): accept common plain-text config formats (.yaml, .json, .toml, …)

Annotate previously rejected every file that wasn't .md/.mdx/.txt (or
.html/.htm), even though the pipeline reads files as UTF-8 text and
renders anything. Widen the accepted set to unambiguously plain-text
config/data formats: .yaml .yml .json .jsonc .json5 .toml .ini .cfg
.conf .properties .csv .tsv .log .xml .env.example. They render exactly
the way .txt renders today.

- New single source of truth: packages/core/annotatable.ts
  (ANNOTATABLE_TEXT_REGEX / ANNOTATABLE_DOC_REGEX + predicates),
  re-exported through @plannotator/shared/resolve-file and vendored into
  the Pi extension.
- .env stays excluded (commonly holds secrets; annotate history copies
  file contents into the data dir). Source-code extensions stay with
  code review.
- Single-file accept + bare-filename fuzzy search widen in
  resolveMarkdownFile; folder discovery and the file-browser listing
  widen in all three runtimes (hook CLI, OpenCode, Pi).
- /api/doc gains a `doc=1` param set by the file browser so extensions
  that overlap CODE_FILE_REGEX (.yaml/.json/.toml/.ini/.xml) render as
  annotatable documents there while code-file links inside documents
  keep the syntax-highlighted popout.
- Error messages now list the wider set; docs updated (AGENTS.md,
  marketing annotate page).

Closes #1029

Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk

* fix(annotate): frontmatter, size caps, edit-guard, and skill docs from review

Review fixes for #1099:

- Frontmatter: `--- … ---` stripping is a markdown convention; for
  non-markdown annotatable sources (multi-document YAML, .txt starting
  with ---) the delimiters are real content. parseMarkdownToBlocks gains
  a { frontmatter } option and the editor keys it off the active
  document's path via shouldStripFrontmatter() (strip for .md/.mdx and
  pathless/converted sources; keep raw for other annotatable text).
- Size caps: new shared MAX_ANNOTATABLE_FILE_BYTES (2MB — same limit the
  code-file popout always had) now guards the annotate CLI single-file
  read in all three runtimes and the /api/doc document branches in both
  servers. Also applies to .md/.txt (behavior change for pathological
  inputs; previously unbounded).
- Editing guard: mid-edit file opens gate on isSourceSaveFilePath
  (.md/.mdx/.txt) instead of the wider annotatable set — config files
  are view-only, so switching to one mid-edit no longer silently
  downgrades "Done editing" to feedback-only edits.
- Skill docs: plannotator-annotate SKILL.md (core + Kiro) now mention
  the plain-text config formats.

Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk
2026-07-20 15:33:42 -07:00
Raúl 8042ad07d4 fix(install): pass --global to npx skills add so extras do not leak into cwd (#1078)
Apply global scope consistently across the shell, PowerShell, and cmd installers and their public install-later documentation. Add parity coverage so every supported command remains explicitly global.
2026-07-20 12:05:10 -07:00
Michael Ramos 9ddb87abb4 feat(data-dir): fall back to $XDG_DATA_HOME/plannotator when ~/.plannotator does not exist (#1093)
New resolution order for the Plannotator data directory:

  1. PLANNOTATOR_DATA_DIR (unchanged, top priority, ~ expansion)
  2. ~/.plannotator when it already exists (legacy default — existing
     installs never move)
  3. $XDG_DATA_HOME/plannotator when XDG_DATA_HOME is set to a
     non-empty absolute path
  4. ~/.plannotator (default for everyone else)

This is git's legacy-first pattern: the XDG branch only fires for fresh
installs whose user has explicitly set XDG_DATA_HOME. The XDG spec's
implicit ~/.local/share default is deliberately NOT applied, and the
directory stays monolithic (no config/data/cache split).

Mirrored in every private copy of the resolver: the Amp plugin,
scripts/install.sh, scripts/install.ps1, and scripts/install.cmd. The
Pi runtime picks the change up automatically via vendor.sh. Docs updated
in README.md, AGENTS.md/CLAUDE.md, and the marketing env-var reference.

Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk
2026-07-20 08:55:12 -07:00
Michael Ramos c645999761 fix(review): allow disabling Cursor sandbox via PLANNOTATOR_CURSOR_SANDBOX for systems where it cannot start (#1095)
The Cursor review engine hardcodes `--sandbox enabled` when launching the
`agent` CLI. On systems where Cursor's sandbox cannot start (NixOS,
AppArmor-restricted Linux) that hard-fails every job with "Sandbox mode is
enabled but not available on this system", and the flag overrides the
user's own `agent sandbox disable` configuration.

Default is unchanged: review jobs still pass `--sandbox enabled` as part
of their read-only posture. Setting PLANNOTATOR_CURSOR_SANDBOX=0 (or
`{ "cursorSandbox": false }` in ~/.plannotator/config.json; the env var
wins) omits the flag pair entirely — never `--sandbox disabled` — so the
user's own Cursor Agent sandbox configuration governs. Resolution follows
the established env-plus-config pattern via resolveCursorSandbox() in
packages/shared/config.ts, applied at the buildMarkerCommand call sites in
both the Bun server (review.ts, guide-review.ts) and the Pi server
(serverReview.ts; guide-review is vendored, with the new ../config import
rewritten in vendor.sh).

Closes #1094

Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk
2026-07-20 08:54:43 -07:00
Michael Ramos e27771eb71 fix: bound workspace repo discovery so symlink escapes can't stall startup
Workspace discovery follows symlinks since #1060, which means the walk can
leave the workspace root by design. A link into a huge unrelated tree was
enumerated synchronously before the server bound its port, hanging startup
with no output. The walk now shares the PLANNOTATOR_FILE_BROWSER_MAX_FILES
budget: it visits at most that many directories and returns what it found.
Symlinked repos are still discovered under the default budget.

Claude-Session: https://claude.ai/code/session_01YXkgsNucxDwAL4GdR4XYRk
2026-07-19 22:47:46 -07:00
Michael Ramos 56df64c751 Add modern GitButler review support (#1067)
Adds current-architecture GitButler workspace, stack, and branch review support across Bun and Pi while preserving the existing Git, JJ, and P4 paths.

Co-authored-by: Dan Susman <56033661+dansusman@users.noreply.github.com>
2026-07-17 07:37:50 -07:00
Michael Ramos 7f0c36028b fix(server): bound startup file discovery (#1036)
* fix(server): bound startup file discovery (#978)

* test: observe the server's own warm cache key so the ordering tests actually pin the fix

Review finding: both bind-before-warm ordering tests raced against
observeWarmState(projectRoot), but on macOS mkdtempSync returns /var/...
while the chdir'd server warms under the realpath /private/var/... —
a different warmFileListCache key. The tests therefore raced a FRESH
warm (always pending at observation time) and passed on the OLD broken
code too. Observing process.cwd() inside onReady uses the server's real
key. Verified: with old resolve-file/server code checked out, all four
ordering tests now fail; on the fix they pass (17/17 across both files).

Claude-Session: https://claude.ai/code/session_01SFy9fY27SA8g5BtotWPi1G
2026-07-10 10:18:01 -07:00
Michael Ramos 070d9a5f6d Make the document UI reusable as published building blocks (#957)
* docs(adr): revert failed document-ui cutover, add ADR 004 with corrected reuse plan

The document-ui extraction/cutover (ADRs 002/003) was an AI-driven rewrite that
broke the app; the code was reverted. Add ADR 004 as the source of truth: share
@plannotator/ui as published building blocks for the Workspaces app, keep
Plannotator's app unchanged, gate on human-verified parity. Banner the reverted
ADRs and point AGENTS.md/CLAUDE.md at 004 so future agents don't rebuild the mess.

* docs(adr): add verified document-ui extraction plan, supersede draft inventory

36-agent verification of the reuse inventory: confirmed the /api coupling but
found the draft missed Viewer's transitive backend call, the cookie settings
layer, 3 React contexts + identity singleton, SSE transports, and harder
packaging blockers. Adds the verified per-subsystem extraction plan with a
parity guardrail on every step; flags the draft inventory as superseded.

* docs(adr): add document-ui extraction roadmap + parity checklist

Phase 0-7 execution roadmap (safety net -> packaging -> foundation seams ->
rendering -> navigation -> comments -> extras -> publish) and the reusable
'did it break?' parity checklist run after every step. Both enforce the law:
move + decouple, never rewrite; Plannotator's experience cannot change.

* build(ui): packaging unblock for external install (Phase 1) — no runtime change

Phase 0: captured parity baseline (typecheck/test/build + shipped-bundle hashes).
Phase 1 packaging fixes to packages/ui, metadata only:
- add phantom dompurify ^3.3.3 dep (imported in sanitizeHtml/aiChatFormat, was undeclared)
- align diff ^8.0.3 -> ^8.0.4 with root
- add peerDependencies (react, react-dom, tailwindcss, tailwindcss-animate); keep as devDeps
- add files allowlist (excludes tests); remove dead tsconfig @plannotator/shared alias

Verified byte-identical: typecheck pass, 1620 tests pass/0 fail, all 3 builds OK,
shipped plan+review bundle hashes unchanged from baseline. Remaining Phase 1
blocker (@plannotator/ai + @plannotator/shared workspace:* deps) deferred pending
a publish-vs-inline decision; logged in worklog.

* feat(ui): make image URL resolution host-overridable (Phase 2, seam 1)

getImageSrc now delegates to a module-level resolver defaulting to the verbatim
Plannotator /api/image logic; add setImageSrcResolver/resetImageSrcResolver so a
host (Workspaces) can resolve images via its own backend. All 5 consumers and the
signature unchanged. Verified: default URLs byte-identical, typecheck pass, 1620
tests pass/0 fail, builds OK. No Plannotator behavior change.

* feat(ui): make settings storage backend host-overridable (Phase 2, seam 2)

storage.ts cookie impl is now the default 'cookieBackend'; add setStorageBackend/
resetStorageBackend so a host (Workspaces) can persist settings via its own
storage. getItem/setItem/removeItem delegate to the active backend; the ~24
consumers and literal plannotator-* keys are unchanged. Verified: swap works,
typecheck pass, 1620 tests pass/0 fail, builds OK, theme persists across reload.

* feat(ui): make MarkdownEditor theme mode host-supplyable (Phase 3)

Add optional mode? prop; mode now mode ?? resolvedMode. Plannotator passes no
mode (App.tsx:4261) so it keeps using ThemeProvider's resolvedMode unchanged. A
host without ThemeProvider can supply mode directly. Verified: typecheck pass,
1620 tests/0 fail, builds OK, App.tsx untouched.

* feat(ui): allow hosts to opt out of code-path validation (Phase 3)

Viewer gains optional disableCodePathValidation? threaded to a new disabled? arg
on useValidatedCodePaths; when set, the /api/doc/exists probe is skipped. Default
undefined for Plannotator => validation stays on, /api/doc/exists fires exactly as
today. Verified: typecheck pass, 1620 tests/0 fail, builds OK, App.tsx untouched.
Also logs Phase 3 workflow outcome + remaining scroll/docfetch pieces.

* feat(ui): make code-file hover preview fetch host-overridable (Phase 3)

Add DocPreviewFetcher seam (default = verbatim /api/doc fetch) +
setDocPreviewFetcher/resetDocPreviewFetcher; route handleMouseEnter through it,
useCallback deps unchanged. No caller overrides it => Plannotator fetches /api/doc
identically. typecheck pass, 1620 tests/0 fail, builds OK.

* feat(ui): ship ScrollViewportProvider with the library (Phase 3 scroll)

Add render-transparent ScrollViewportProvider (createElement, keeps .ts) so the
scroll-viewport context travels with @plannotator/ui instead of living only in
App.tsx. Rewire App.tsx provider tags (3-line delta); identical tree/value/
position, sidebar TOC still reads the MAIN viewport. Fix stale OverlayScrollbars
doc-comment. typecheck pass, 1620 tests/0 fail, builds OK, eyeball: TOC tracks.

* fix(ui): disabled code-path validation should keep links clickable (self-review)

The Phase-3 disabled branch set ready=true with an empty map, which makes
gateCodePath demote every code link to plain text. Leave ready=false so the
no-validation fallback renders links optimistically. No Plannotator impact
(never disables). Logs Phase 3 completion + reusability note. typecheck pass,
1620 tests/0 fail, builds OK.

* feat(ui): make file-tree backend host-overridable (Phase 4)

Lift useFileBrowser's three backend wires (load-dir fetch, obsidian-vault fetch,
and the SSE live-watch effect moved VERBATIM) into an injectable FileTreeBackend
with default + setFileTreeBackend/resetFileTreeBackend, same pattern as the image
/storage seams. useFileBrowser() stays zero-arg; default fetch/SSE URLs identical.
Sidebar confirmed noop (zero backend wires, already reused by review-editor).

Verified: useFileBrowser.test.tsx passes 6/0 UNMODIFIED (DOM_TESTS=1), typecheck
pass, 1620 tests/0 fail, builds OK, App.tsx untouched, manual eyeball (annotate
adr/: tree loads, file-switch works, new file appears live via SSE). Plannotator
byte-unchanged. Logs two pre-existing bugs found during testing (not regressions).

* docs(adr): research + synthesis + spec for Phase 5 (comments/annotations/drafts)

Five-probe code research of the comment system. Key finding: most comment UI is
already portable (panel/popover/toolbar/highlighter prop-driven; review-editor
already reuses the hooks). Phase 5 narrows to 3 seams — draft transport (+ the
3-party generation protocol), external-annotation transport (SSE->polling, move
verbatim), and identity/authorship — plus 2 non-extraction items: renderer
coupling (document as a contract) and replies/threading (defer as a new feature).

* docs(adr): accept ADR 005 — make comments/annotations/drafts host-overridable (Phase 5)

Three seams (identity, draft transport, external-annotation transport), each
defaulting to today's behavior; renderer coupling documented as a contract;
replies/threading deferred as a new feature. Locks in the recommended choices
from the Phase 5 spec/synthesis.

* feat(ui): make annotation identity host-overridable (Phase 5 seam 1)

Add IdentityProvider + setIdentityProvider/resetIdentityProvider in identity.ts;
getIdentity/isCurrentUser now delegate to a module-level provider defaulting to
today's ConfigStore tater behavior. The ~9 author-stamp sites and 2 (me)-badge
sites delegate with zero call-site edits. No caller overrides => Plannotator
byte-unchanged. typecheck pass, 1620 tests/0 fail, builds OK.

* feat(ui): make draft persistence transport host-overridable (Phase 5 seam 2)

Add DraftTransport (load/save/remove) + getDraftTransport/setDraftTransport/
resetDraftTransport in useAnnotationDraft.ts, default = today's /api/draft fetches
verbatim. useCodeAnnotationDraft reads getDraftTransport() live. The generation
pre-increment, 500ms debounce, keepalive retry-gate, and pagehide/visibilitychange
flush stay in the hooks; getDraftGeneration() still escapes to the host. save
rejects-on-failure so the gated retry is preserved. No caller overrides =>
Plannotator byte-unchanged. shared/draft.test.ts 10/0, annotationDraftPersistence
13/0, typecheck pass, 1620 tests/0 fail, builds OK.

* feat(ui): make external-annotation transport host-overridable (Phase 5 seam 3)

Add ExternalAnnotationTransport<T> (subscribe/getSnapshot/CRUD) + setters in
useExternalAnnotations.ts; default = today's SSE->polling wire moved verbatim into
createDefaultTransport. The reducer (applyEvent), fallback-once gate, 500ms poll,
versionRef scoping, optimistic-before-await, and [enabled] gate stay in the hook.
A host (Workspaces) can implement the same event contract over Durable Objects.
No override caller => Plannotator byte-unchanged. external-annotations test green,
typecheck pass, 1620 tests/0 fail, builds OK. Logs Phase 5 completion.

* docs(adr): research + synthesis + spec for Phase 6 (versions, settings, sharing, AI)

Five-probe code research. Most of the four subsystems is already portable; the
real work is 5 seams (version fetchers + vscode-diff, config write-back, obsidian
detect, save-to-notes, AI transport) + 1 CSS move (block/raw diff classes from the
app shell into the package's theme.css). Fragile do-not-touch: the AI SSE reader
loop + epoch guards, and configStore debounce/deepMerge. Five Plannotator-only
pieces (OpenInApp, HooksTab, useUpdateCheck, useAgents/useAgentJobs) stay home.

* docs(adr): accept ADR 006 — make extras (versions/settings/sharing/AI) host-overridable (Phase 6)

Five seams + one CSS move, each defaulting to today's behavior. AI reader loop +
epoch guards and configStore debounce/deepMerge stay verbatim. Five Plannotator-
only pieces stay home. Locks the recommended choices from the Phase 6 spec.

* feat(ui): make version fetchers + vscode-diff host-overridable; move diff CSS into package (Phase 6 versions)

usePlanDiff gains optional fetchers (default /api/plan/version(s), error asymmetry
kept: selectBaseVersion alerts, fetchVersions silent). PlanDiffViewer gains optional
onOpenVscodeDiff (default /api/plan/vscode-diff). Relocate .annotation-highlight* +
.plan-diff-* block/raw CSS from editor/index.css into ui/theme.css (next to
.plan-diff-word-*) so the diff/highlights are self-styling from the package.
Verified: relocated CSS gone from index.css, present in shipped bundle (33x), diff
renders identical; typecheck pass, 1620 tests/0 fail, builds OK, App.tsx untouched.

* feat(ui): make config write-back + obsidian-detect host-overridable (Phase 6 settings)

configStore.setServerSync(fn) injects only the terminal POST /api/config; the 300ms
debounce, deepMerge batching, singleton, and eager cookie reads stay verbatim.
Settings gains optional onDetectObsidianVaults (default /api/obsidian/vaults), with
the [obsidian.enabled] effect dep + auto-select-first-vault verbatim. No override
caller => Plannotator unchanged. typecheck pass, 1620 tests/0 fail, builds OK.

* feat(ui): make save-to-notes host-overridable (Phase 6 sharing)

ExportModal gains optional onSaveToNotes (default = verbatim POST /api/save-notes);
showNotesTab = isApiMode && !!markdown kept byte-for-byte. Sharing utils already
parameterized (noop). No override caller => Plannotator unchanged. typecheck pass,
1620 tests/0 fail, builds OK.

* feat(ui): make Ask AI transport host-overridable (Phase 6 ai)

useAIChat gains a module-level AITransport (session/query/abort/permission) +
setAITransport/resetAITransport, default = the five /api/ai/* fetches verbatim. The
SSE reader loop, epoch/createRequest guards, and the supersede-abort position inside
createSession stay untouched. Capabilities + provider-resolution stay host-owned in
App.tsx. No override caller => Plannotator unchanged. ai.test.ts 97/0, typecheck
pass, 1620 tests/0 fail, builds OK.

* docs(adr): log Phase 6 completion (4 seams + diff CSS move)

* docs(adr): research + synthesis + spec for Phase 7 (carve @plannotator/core + publish)

Carve a browser-safe @plannotator/core: move the ~15 pure shared modules in,
extract types from the 3-4 node-bound ones (config/storage/workspace-status) so
nothing duplicates, shim @plannotator/shared so Plannotator's 99 import sites stay
unchanged, re-point @plannotator/ui to depend only on core, move wideMode.ts, then
publish core+ui (source-only). shared + ai stay private. Open: registry, versions,
CI job. Publish is the one outward-facing step — confirm before pushing.

* docs(adr): fold configurePlannotatorUI() front door + precompiled CSS into Phase 7 spec

Add the single typed configure() facade over the 9 global host-override setters
(zero-risk, additive) and an optional precompiled CSS bundle (smooths the
Tailwind-in-shared-lib wrinkle) to the Phase 7 publish scope. Both make the
published surface nicer to consume; neither touches Plannotator.

* docs(adr): lock Phase 7 publish decisions + carry over review fixes

Decided: ship JS as source (single internal consumer on controlled stack, no
build to maintain, no dist drift); precompiled CSS now REQUIRED (the @source glob
is fragile under pnpm symlinks); core CI typecheck node-free; pin ui->core exact.
Recorded the interrogation's carried-over Phase-5 code fixes (useExternalAnnotations
split-transport + fallbackRef reset, per-seam override tests, configStore loadFromBackend)
to do before publish.

* docs(adr): ADR 007 — carve @plannotator/core, complete settings provider, publish

Locks Phase 7 decisions: public npm; lockstep version at repo 0.21.0 (ui->core
pinned exact); JS ships as source + required precompiled CSS; core CI node-free;
ai stays unpublished-to-npm. Settings provider completed (loadFromBackend, prefetch
+sync) is now IN SCOPE — Workspaces uses the same UI settings stored in its own
backend. CI publish job wired but artifacts validated on-branch (pack + dry-run)
before merge; first publish gated. Carries the 2 override-path bug fixes + per-seam
override tests as pre-publish work.

* fix(ui): make external-annotation transport reads consistent + reset fallback on re-enable

Two override-path bugs found by the interrogation pass (both unreachable on
Plannotator's path; harden the host-override path for a real consumer):

1. Split-transport: the effect captured the transport at mount for subscribe/poll
   while the CRUD callbacks read the module global live, so a host swapping the
   transport after mount would split reads and writes across two backends. Capture
   once in a ref and use it in all four spots.

2. fallbackRef/receivedSnapshotRef were not reset on effect re-run, so an
   enabled false->true toggle inherited a stale 'already fell back' flag and
   silently stopped updating. Reset both at the top of the effect.

Plannotator unchanged: it never overrides the transport (same default singleton
captured) and enabled never toggles (reset is a no-op). typecheck clean; full
test suite shows zero delta (1605 pass / 45 pre-existing env failures, identical
with and without this change).

* docs(adr): align Phase 7 spec with ADR 007 (version 0.21.0 lockstep, CSS required, scope completeness)

* feat(core): carve @plannotator/core — move pure modules, extract node-bound types, shim shared (Phase 7 step 1)

* feat(ui): depend only on @plannotator/core — re-point all shared/ai imports (Phase 7 step 2)

* refactor(ui): relocate wideMode helper to @plannotator/ui/utils (Phase 7 step 3)

* feat(ui): add loadFromBackend settings rehydration + configurePlannotatorUI front door (Phase 7 step 4)

* build(ui): precompiled styles.css CSS build + madge circular-dep check (Phase 7 step 5)

* test(ui): per-seam override tests + configure routing test (Phase 7 step 6)

Add one override test per seam (setX(fake)→drive→assert→resetX()) for all
9 seams + loadFromBackend, modeled after the existing seam test pattern.
Fix configure.test.ts to defer mock.module() into beforeAll and restore with
captured real function references in afterAll so sibling seam test files are
not poisoned by spy replacements in the shared Bun worker module registry.

* fix(ui): apply Phase 7 review findings — version lockstep + seam consistency

- Bump @plannotator/ui to 0.21.0 (lockstep with @plannotator/core + repo, per ADR 007) [was the 1 critical review finding]
- useAnnotationDraft: route persistNow/dismissDraft save+remove through getDraftTransport() so all paths read the transport consistently (matches the load path; makes the single-global invariant explicit)
- configStore.loadFromBackend: document it must be called BEFORE init() or server values get overwritten
- packages/core/tsconfig: add explicit types:[] so the node-free invariant is first-class (verified: planted node:fs still fails TS2882)

* docs(adr): Phase 7 implementation plan (workflow-generated, durable artifact)

* fix(ui): reconcile #948 with the draft-transport seam + lockstep 0.21.1

Rebased onto origin/main (picks up #948 draft-deletion fix, the 0.21.1 bump, and
the #949/#950 editor fix). The rebase auto-merged #948's code-draft logic
(hasHadAnnotationsRef, empty-state tombstone, clearTimeout in restore/dismiss) with
the Phase-5 transport refactor cleanly — except the empty-state tombstone delete was
left as a raw fetch('/api/draft', DELETE). Route it through getDraftTransport().remove()
so a host backend tombstones its own stored draft on clear (the #948 guarantee, for
hosts). Plannotator unchanged (default transport hits the same endpoint).

Bump @plannotator/core + @plannotator/ui 0.21.0 -> 0.21.1 to match main's version
(lockstep per ADR 007).

Verified: typecheck clean, madge no-cycles, plain suite 1637 pass / 0 fail, #948
draft-clear test 3/0. (The 45 DOM_TESTS failures are the known server/network
integration tests that need a real OS env — same set on main, not regressions.)

* fix(ui): address review nits — host-path robustness + cleanups

- PlanDiffViewer: wrap onOpenVscodeDiff in try/finally so a host opener that throws
  can't wedge the VS Code button in a permanent loading state (default unaffected)
- useExternalAnnotations: (re-)capture the transport inside the effect on enable so a
  host that installs a transport before enabling annotations is honored, not the stale
  default — keeps the split-transport fix (effect + CRUD share one ref)
- configure.ts: import ServerSyncFn from configStore instead of duplicating the type
- repoint the 2 remaining @plannotator/shared test imports to @plannotator/core
- AGENTS.md/CLAUDE.md: document the new packages/core package

All host-path only — Plannotator behavior unchanged. typecheck clean, no cycles,
full suite green. Skipped (not simple/over-engineering): usePlanDiff prop->module-level
(design change), Obsidian late-bind, getSnapshot guard (inert), transport <any> (variance).

* docs: collapse 29 ADR process docs into one packages/ui/README.md

The branch had accumulated ~6,200 lines of ADR scaffolding (6 decisions, 7 specs,
10 research spikes/synthesis, 6 worklogs/roadmaps/plans) for this one effort. Replace
all of it with a single concise README that ships with the published package: what
@plannotator/ui + @plannotator/core are, why they exist (commercial reuse), how the
host-override seams work (configurePlannotatorUI), how a consumer installs/builds, and
the one rule (don't reimplement from scratch — add a seam). Repoint the CLAUDE.md banner
at the README. No code references the deleted docs; main's pre-existing adr/ docs untouched.

* docs(ui): add packages/ui/AGENTS.md guardrail + CLAUDE.md symlink

Directory-scoped agent guidance for anyone editing @plannotator/ui: don't rewrite from
scratch, add a seam (default = today's behavior, Plannotator byte-for-byte unchanged),
core stays node-free, never delete working code until human parity. Points to README.md
for the architecture. CLAUDE.md -> AGENTS.md symlink mirrors the repo root convention.

* build: remove madge circular-dep check (unmaintained)

madge is unmaintained (~3 years stale) and the check was never wired into CI, so it
was a dormant script + devDependency on a load-bearing path. Drop it: remove the
check:cycles script, the madge devDependency, and .madgerc.

The no-cycle invariant still holds by construction — @plannotator/core imports nothing
(zero @plannotator deps in its package.json), so any accidental core->shared/ui import
fails at publish-time bun pm pack (and review). No automated tripwire, but no stale
unmaintained tooling either.

* fix(ui): address review — TDZ guard, html-viewer export, doc corrections

- useExternalAnnotations: declare unsubscribe as let (not const) + guard calls, so a
  host transport that fires onError synchronously during subscribe falls back to polling
  instead of throwing a TDZ ReferenceError (Plannotator's EventSource fires async, never hit)
- package.json: add explicit ./components/html-viewer export (dir has index.ts; the
  ./components/* -> *.tsx wildcard can't resolve it, so external installers would fail)
- README: fix configurePlannotatorUI sample keys to the real option names
  (storageBackend/identityProvider/imageSrcResolver/externalAnnotationTransport)
- AGENTS.md: point the Ask-AI mapping at packages/core/agents.ts (shared/agents.ts is a shim now)

All publish/host-path/doc only — Plannotator unchanged. (#1 CSS-build font collision
deferred to publish-prep — it needs the asset pipeline + files allowlist, not a one-liner.)

* build(ui): don't bundle fonts in published styles.css — app loads fonts (review #1)

Industry standard for a shared UI package: ship theme + component CSS, let the consuming
app load fonts. Drop the @fontsource imports from styles-entry.css (the publish CSS entry);
the theme still defines --font-sans/--font-mono, and the app provides those families. Fixes
the asset-name collision (every emitted .woff2 was renamed styles.css) and shrinks the
published stylesheet 555kB -> 185kB. README documents the two-line @fontsource install.

Plannotator unaffected: its apps (editor/review-editor index.css) load fonts via their own
entry CSS — styles-entry.css is consumed ONLY by the publish CSS build.

* fix(ui): build styles.css on prepack, not prepublishOnly (review #4)

prepublishOnly doesn't run for npm pack / bun pm pack / git / file: installs, so the
package exported ./styles.css without shipping it. prepack runs on any pack, so the
stylesheet is always present. Verified: bun pm pack now emits styles.css.

* chore(ui): post-rebase reconciliation — version lockstep 0.21.3, awaitable AI abort seam

Rebased onto main (0.21.3). Bump @plannotator/core + @plannotator/ui to 0.21.3
to stay in lockstep with the repo version.

Resolve the useAIChat conflict: main added postServerAbort (an awaitable abort
that prevents session-busy races) using a raw fetch. Route it through the
AITransport seam by making AITransport.abort return Promise<unknown> instead of
void, so the host override is honored AND main's await-the-abort behavior is
preserved. Update the abort mocks in the seam/configure tests accordingly.

* fix(ui): make postServerAbort never reject regardless of AI transport

The await site in ask() relies on postServerAbort resolving so a superseding
query can proceed. main's original guaranteed this with its own .catch on the
fetch; routing through the AITransport seam delegated that guarantee to the
transport. Restore it at the call site (Promise.resolve(...).catch) so a host
override that rejects — or returns void at runtime — can't throw out of ask().

* fix(ui): address review — core import, abort sync-throw, snapshot guards

- useAIProviderConfig: import Origin from @plannotator/core/agents (was the only
  ui file still importing @plannotator/shared); drop the masking shared/* path
  alias from ui/tsconfig.json so a stray shared import now fails typecheck. The
  hook is part of the published surface — a standalone install had no
  @plannotator/shared to resolve.
- useAIChat.postServerAbort: defer the transport call into .then so a host abort
  that throws *synchronously* also can't reject (the .catch only caught async).
- useExternalAnnotations: default getSnapshot returns null (skip) on a malformed
  200 instead of coercing to []/0, so it can't clear annotations or reset the
  version cursor — restoring the pre-seam behavior.

* feat(ui): add upload + identity-editable seams for host backends

Two override points the Workspaces app needs that had no seam:

- UploadTransport (utils/upload.ts): image attachments hardcoded POST /api/upload
  with no override. Add a setX/resetX/getX seam (default = today's /api/upload,
  verbatim) and route AttachmentsButton through it. Workspaces sends bytes to its
  R2 asset API and returns the content-addressed URL.
- IdentityProvider.isEditable() (utils/identity.ts): the Settings rename/regenerate
  controls wrote to the cookie store, bypassing a host identity provider — so a
  host with server-owned identity could split one user across two author names.
  Add an optional isEditable() (default true) and hide the rename controls when a
  host returns false. Plannotator's cookie identity stays editable — unchanged.

Both wired into configurePlannotatorUI(); seam tests added; configure routing test
covers uploadTransport. HANDOFF.md updated with the Workspaces seam mapping from
the repo research (asset layer, identity, realtime, no-AI-infra, the Me
display-name backend follow-up). README publish command corrected to bun pm pack
+ npm publish.

* refactor(ui): capture sessionId synchronously in postServerAbort

Self-review: the deferred .then read sessionIdRef.current a microtask after the
guard checked it. Capture the id synchronously so the abort always targets the
session current at call time and there's no double-read.

* fix(ui): address review — seed host store, browser-safe timer type, harden abort

- configStore.loadFromBackend: seed the host StorageBackend with resolved defaults
  for keys it lacks. The constructor runs at module load (before a host installs
  its backend), so its default-seeding writes went to the cookie backend; without
  this a fresh host store was never populated and generated defaults (e.g.
  displayName) regenerated every reload. [P1, host path]
- Viewer.tsx: replace NodeJS.Timeout with ReturnType<typeof setTimeout> (2 refs)
  so a browser-only consumer compiling the published source doesn't need
  @types/node. Matches the pattern already used in configStore. [P1, published path]
- useAIChat: harden the create-session supersede abort the same way as
  postServerAbort, so a host transport that throws can't surface an unhandled
  rejection. No impact on Plannotator (default self-catches). [nit]
- .gitignore: correct stale 'prepublishOnly' comment to 'prepack'. [nit]

Plannotator behavior unchanged (it never calls loadFromBackend; the timer/abort
changes are behavior-preserving). Strengthened configStore seam test to assert
first-run seeding. typecheck clean, 1773 pass / 0 fail.

* refactor(ui): single-source the never-reject abort via safeAbort helper

Self-review: the hardened abort pattern (defer into .then + .catch so a host
transport that throws can't reject) was duplicated across postServerAbort and the
create-session supersede site — the exact drift the review flagged. Extract a
module-level safeAbort(sessionId) so both call sites share one hardened
implementation and can't diverge again. Behavior unchanged; reads aiTransport at
call time so a late override is honored.

* chore(ui): post-rebase version lockstep to 0.21.4

Rebased onto main (0.21.4, adds markdown math #878 + parser hardening). Bump
@plannotator/core + @plannotator/ui to 0.21.4 to stay in lockstep with the repo.
katex (main's math dep) merged into ui; typecheck clean, 1810 pass / 0 fail.

* docs(ui): consumer-lens handoff hardening + ADR 005

- HANDOFF.md: add supported-imports allowlist vs unsupported (hardcoded
  /api/*) list; document the annotation anchor schema, reattachment
  order, and untested stale-anchor degradation; state that the markdown
  editor cannot take CM6/Yjs extensions yet and the plan of record;
  note AI avoidability re-verified post-rebase; fix stale 0.21.3 ref.
- adr/decisions/005: record the publish-as-packages decision (packages
  over copy/vendor, core/ui split, seam-singleton pattern + SSR revisit
  condition, the law, lockstep publish model).

* fix(ui): make shipped source strict-TS clean for consumers + seam type barrel

Consumers compile the published TS source with their own compiler options,
and strict mode failed with 35 errors inside the package:
- settings.ts: satisfies SettingDef<unknown> is contravariantly illegal
  under strictFunctionTypes (33 errors) — use SettingDef<any>
- useDismissOnOutsideAndEscape: RefObject<HTMLElement> rejects React 19's
  useRef<T>(null) refs — widen to HTMLElement | null
- globals.d.ts: declare *.png / *.webp modules, referenced from each
  asset-importing component so any consumer program that includes one
  gets the ambient declarations

Also unscatter the seam contract types: configure.ts re-exports every
seam type next to configurePlannotatorUI, and ServerSyncFn is now
exported from config/index.ts (it was unreachable through the exports
map). Verified: standalone Vite consumer importing the full supported
surface passes tsc --noEmit under full strict (was 35 errors).

* fix(ui): keep KaTeX fonts out of published styles.css (back to ~187KB, was 1.6MB)

Main's math PR imports katex/dist/katex.min.css in theme.css; the
publish build (Vite lib mode) force-inlines all 60 KaTeX math fonts as
data URIs, ballooning styles.css to 1.6MB (977KB gzip) and breaking the
package's consumer-owns-fonts policy. Alias the katex stylesheet to an
empty stub in vite.css.config.ts only — theme.css stays untouched (no
rebase surface) and Plannotator's own apps, which import theme.css
directly, still bundle KaTeX as before. Hosts that render math load
katex.min.css themselves (bundler import, CDN tag, or self-hosted copy
per HANDOFF.md), which also gets them lazy font loading. Verified:
fresh build is 186.9KB / 30.8KB gzip with zero @font-face data URIs;
consumer vite build CSS drops 1.66MB -> 200KB.

* docs(ui): HANDOFF corrections from adversarial consumer review

- Math rendering section: KaTeX css/fonts excluded from styles.css by
  design; three one-time host setup options (self-hosted recommended,
  CDN tag, bundler import)
- styles.css size claim corrected (~187KB / ~31KB gzip) + strict-TS
  guarantee documented (verified against a standalone consumer)
- AI-avoidability claim made precise: configure.ts statically imports
  useAIChat for its setter; unused AI code tree-shakes to zero (bundle-
  verified) — the runtime claim holds, the static wording was wrong
- Loud warning on the loadSettingsFromBackend ordering footgun:
  configuring before hydration seeds generated defaults into the host
  backend and nothing re-runs hydration
- DraftTransport.load() tombstone-generation contract spelled out
- Seam-type barrel documented on the configure row; 'everything is
  importable' softened (some components/*.ts don't resolve via the
  *.tsx wildcard); stale diff stats refreshed

* docs(ui): math setup pointer in README + pnpm caveat on the katex bundler-import option

* fix(ui): lazy settings resolution — zero cookies on a configured host

The configStore resolved all settings eagerly in its constructor, at
module import — before a host's configurePlannotatorUI() could install
its StorageBackend — writing 17 plannotator-* cookies (including a
generated identity) onto the host origin. Resolution now runs lazily on
first settings access (get/set/init/loadFromBackend): by then the host
backend is live, so the initial reads AND default-seeding writes route
through it. A configured host gets zero cookies, ever.

Plannotator unchanged: same resolution, same cookie seeding, same
values — on first settings read (same page load) instead of at import.
New configStore.lazyInit.seam.test.ts proves the contract from a fresh
module graph; full suite + consumer strict tsc green.

* chore(ui): post-rebase version lockstep to 0.22.0

* fix(ui): round-2 review batch — dedupe asset declarations, CI seam tests, strict consumer gate, doc corrections

- components/types.d.ts: drop the *.png/*.webp declarations that
  globals.d.ts now owns — both shipping was a duplicate-identifier
  error for any consumer with skipLibCheck: false
- untrack packages/ui/styles.css (generated by prepack, gitignored;
  got scooped into the carve commit during the rebase by git add -A
  before the ignore entry existed in the replay)
- CI: the DOM test step now runs ALL packages/ui tests, so the seam
  contract tests (AI/draft/external-annotations/file-tree/inline-
  markdown) actually execute in CI instead of skipping
- new packages/ui/tsconfig.strict-consumer.json wired into root
  typecheck: type-checks the supported-import surface under full
  strict, so the consumer strict-TS guarantee can't silently rot
- HANDOFF: rot-proofed the diff stat, strict guarantee now cites the
  CI gate, CDN katex pinned-version wording, theme-vs-styles.css
  caveats (theme still imports KaTeX + needs Tailwind), Viewer
  required props, Yjs plan-of-record updated to the atomic-editor fork
- README: @source fallback wording (build entry isn't shipped)

* test(ui): make the lazy-resolution seam test deterministic

The test asserted lazy resolution on the module singleton and relied on
its test file getting a fresh module graph — an isolation assumption
that doesn't hold under all bun test orderings (CI failed with zero
observed reads because another file had already resolved the store).
Test the contract on a fresh instance instead: ConfigStore is exported
as @internal ConfigStoreForTest, the spy backend is installed before
construction, and the test asserts construction reads nothing while the
first get() resolves and seeds through the live backend. Deterministic
by construction.

* test(ui): poll for the debounced reconnect refetch instead of a fixed sleep

The reconnect-refresh assertion waited a fixed 150ms against the SSE
watcher's 120ms debounce — a 30ms margin that slower CI runners lose,
flaking 'refreshes after an SSE ready event from reconnect'. The
watched logic is unchanged (verified byte-identical to main's inline
version — the seam only relocated it into the default watchTrees and
added the onChange indirection). Poll for calls.length===2 up to 1s so
the pass/fail is hardware-independent.

* test(ui): poll the committed tree state, not the fetch call count

Prior fix polled calls.length===2, but the fetch call is counted one
tick before its result commits to React state — so the poll exited
early and the next assertion (dirs[0].tree === reconnectedTree) lost the
race on slow CI (toEqual failure). Poll on the committed tree itself,
which is exactly what the assertion checks: now the only way to fail is
a genuine no-refresh, not a timing margin.

* test(ui): give the reconnect-refetch poll a 10s ceiling + 20s test timeout

A CI runner was measured at 6x normal speed (1676ms for a ~275ms test),
blowing through the 1.5s poll ceiling before the 120ms debounce fired —
same commit passed on a faster runner. Raise the poll to ~10s and set an
explicit 20s test timeout (bun's 5s default would otherwise kill the
poll). Root cause is load, not logic: this timing-sensitive test only
started flaking when the CI DOM step was broadened to run the whole ui
suite in one process.

* ci: run the file-browser DOM test isolated; scope the DOM step to DOM files

Root-causes the intermittent 'refreshes after an SSE ready event from
reconnect' failure. The round-2 change ran the ENTIRE ui suite under
DOM_TESTS=1 to catch the seam contracts; that load intermittently
starved the test's 120ms real-timer debounce so the reconnect refetch
never fired (observed failing after a full 10s poll — not a margin
issue). The hook logic is byte-identical to main, and main runs this
test in its own process (green for months).

Fix at the CI layer, not the test: run useFileBrowser.test.tsx isolated
(matching main), and run the seam contracts + remaining DOM-gated tests
as an explicitly-scoped light batch. The test file is reverted to main
verbatim (today's timing-poll experiments dropped). Follow-up issue to
file: the underlying re-subscription race the load exposed.
2026-07-06 20:39:09 -07:00
egouilliard-leyton 73efacfa0c feat(annotate): per-file version diff for .md and .html (rendered HTML highlights) (#961)
* feat(annotate): version diff for annotated files

Annotate mode never tracked version history, so the existing Plan Diff
(highlighted diff vs a previous version) only worked in plan mode. Wire
per-file version history into the annotate server so the same diff UI —
badge, Version Browser, block-level comments — works when annotating a
standalone .md/.txt/.html file.

- key history by file path (stable across edits) rather than the plan
  flow's heading+date slug
- save the markdown (or raw HTML source) to history on each open, expose
  previousPlan + versionInfo + diffCurrent on /api/plan
- add /api/plan/version and /api/plan/versions to the annotate server

Markdown lights up end to end; HTML needs frontend follow-ups (feed the
HTML source as the diff content, surface the badge on the html surface,
default to source diff mode).

* feat(annotate): rendered HTML version diff with inline highlights

For --render-html files, render the version diff as the real page with
inline <ins>/<del> highlights instead of a markdown/source diff:

- add packages/shared/html-diff.ts: a tag-aware htmlDiff() that wraps
  changed text in <ins>/<del> while keeping tags balanced (script/style
  opaque). 9 unit tests.
- annotate server computes diffHtml = rewriteHtml(htmlDiff(prev, current))
  and exposes it on /api/plan
- HtmlViewer: inject ins/del highlight CSS, add a 'Show/Hide changes'
  toggle in its action bar
- App: store diffHtml, swap the iframe to the diff page when toggled, and
  suppress the markdown block-diff path on the HTML surface

Commenting still works because the diff page renders through the same
HtmlViewer iframe bridge.

* docs(annotate): document the annotate version diff + endpoints

* feat(annotate): mirror version diff into the Pi server

Parity for the Pi (node:http) runtime: per-file version history,
previousPlan/versionInfo/diffCurrent + diffHtml on /api/plan, the
/api/plan/version[s] endpoints, and project wiring from the Pi CLI.
Vendors @plannotator/shared/html-diff into pi-extension/generated.

* review fixes: pi diff dependency, attr-aware tokenizer, history opt-out, hide dead version picker on HTML

- apps/pi-extension/package.json: declare the 'diff' dependency —
  generated/html-diff.js imports it at module load, so a standalone Pi
  install failed to resolve it and broke every annotate session (the
  monorepo masked this via root hoisting)
- packages/shared/html-diff.ts: tag tokenizer now consumes quoted
  attribute values whole, so a '>' inside title="a > b" no longer
  splits the tag and corrupts the diff output; 3 regression tests
- annotate history is now gated by PLANNOTATOR_ANNOTATE_HISTORY /
  config.annotateHistory (default on) and disclosed in AGENTS.md —
  it writes copies of annotated files into the data dir, which users
  should be able to see coming and turn off
- packages/editor/App.tsx: hide the sidebar Versions tab on the HTML
  surface — the base-version picker has nothing to drive there (the
  HTML diff is fixed to current-vs-previous); the viewer's Show
  changes toggle is unaffected

* fix(ui): document content clears the badge cluster dynamically

The repo/diff badge cluster is absolutely positioned in the card's top
padding, sized by guesswork (py-5..py-12). One chip row fit; the diff
badge's second row overflowed into the H1, and mobile wrapping made the
badge sit on top of the heading. Measure the cluster (ResizeObserver)
and insert exactly the clearance it needs — zero when it fits, so
existing single-row layouts don't shift. Pre-existing plan-mode bug
surfaced by the annotate version diff.

---------

Co-authored-by: Edouard Gouilliard <edouard.gouilliard13@gmail.com>
Co-authored-by: Michael Ramos <mdramos8@gmail.com>
2026-07-06 19:13:10 -07:00
Stan 762700fa03 feat(install): add --minimal binary-only install mode (#989)
* feat(install): add --minimal binary-only install mode

install.sh installs the plannotator binary and then writes a large amount
of extra state: the sem sidecar, the agent-terminal runtime, and per-agent
skills, hooks, slash commands, and config for Claude, Codex, OpenCode,
Gemini, and Kiro. There is no way to get just the binary — even the
--no-extras path still writes ~/.claude skills and OpenCode commands.

Add a --minimal flag (aliased --binary-only) plus a PLANNOTATOR_MINIMAL
env var for `curl | bash` runs. Minimal mode installs only the binary to
~/.local/bin, prints PATH advice, and exits before any sidecar download,
agent integration, skill checkout, config write, cache clear, or cleanup
migration. Precedence: flag > env var > default (off).

The PATH-advice block is extracted into print_path_advice() so both the
minimal early exit and the normal flow reuse it.

Closes #977

* feat(install): mirror minimal mode to ps1/cmd, add --no-minimal, docs

Extend the binary-only install mode to full cross-installer parity and
address the Copilot review on #989.

install.sh:
- Add --no-minimal (MINIMAL_FLAG=0) so a CLI flag can override
  PLANNOTATOR_MINIMAL=1 in both directions; the -1/0/1 comment is now
  accurate. --minimal/--no-minimal are mutually exclusive.
- Document the --binary-only alias and soften the absolute "nothing
  written outside ..." wording to "no persistent state" (minimal mode
  still uses a temp download file and may read the config dir).

install.ps1 / install.cmd:
- Add -Minimal (alias BinaryOnly)/-NoMinimal and --minimal/--binary-only/
  --no-minimal with PLANNOTATOR_MINIMAL resolution, mirroring install.sh.
- Extract PATH advice into Show-PathAdvice / :PrintPathAdvice and reuse it
  in both the minimal early exit and the normal flow.
- Early-exit after the binary is placed, before the sidecar/agent/skill/
  config work.

Tests: add minimal-mode assertions to the install.ps1 and install.cmd
describe blocks plus a shared-behavior test asserting all three installers
support it; extend the sh tests for --no-minimal.

Docs: document --minimal / PLANNOTATOR_MINIMAL in the installation guide
(noting minimal mode needs no git) and add PLANNOTATOR_MINIMAL (and backfill
PLANNOTATOR_SKIP_SEM_INSTALL) to the env-var registries.

* docs(install): correct minimal-mode PATH wording (ps1 persists PATH)

The PowerShell installer's minimal path calls Show-PathAdvice, which
persistently writes the user PATH — so "no persistent state is written
outside $installDir" overpromised. Reword the install.ps1 comment and the
installation docs to describe what minimal mode skips (sidecar, agent
runtime, per-agent integrations) and note the binary + PATH entry are still
added on Windows. Addresses the second Copilot review on #989.

* fix(install.cmd): use delayed expansion for PLANNOTATOR_MINIMAL checks

The three new env-var checks used immediate %VAR% expansion; under
setlocal enabledelayedexpansion a poisoned value re-exposes cmd
metacharacters at parse time (command injection). Switch to the !VAR!
idiom the script already uses for every other untrusted env var (e.g.
the PLANNOTATOR_VERIFY_ATTESTATION block).

---------

Co-authored-by: Michael Ramos <mdramos8@gmail.com>
2026-07-06 15:43:42 -07:00
Michael Ramos ed4f2e82fe feat(review): Guided Reviews intro dialog + Guide button discovery hint (#1000)
* feat(review): one-time Guided Reviews intro dialog + Guide button hint

New GuideIntroDialog slots into the announcement chain (look-and-feel ->
guide intro -> review setup, never stacking): a hero screenshot of a
guided review with a brief plain-language description and a mock header
strip pointing at the real Guide button. Shows once per user (cookie),
and only when a Guide button actually exists (hasSearchableFiles) --
skipping the render does not consume the one-shot cookie.

The hero is CDN-hosted at https://plannotator.ai/assets/guided-review.webp
(committed to apps/marketing/public/assets so every marketing deploy
re-ships it past the --delete sync; uploaded to S3 now so it is already
live) instead of growing the single-file bundle; on load failure the
image container hides entirely for a clean text-only dialog.

Independently of the dialog, the header Guide button shimmers
(TextShimmer) with a pulsing dot until the guide is first opened --
acked on ANY open path (button, shortcut, job auto-open), not just the
button click.

* fix(review): guide intro first in the dialog chain, full-width panel

Chain is now guide intro -> look-and-feel -> review setup (was second);
panel widened to max-w-5xl to match the look-and-feel dialog. Intro seen
flag switched to the versioned-cookie pattern so future revisions can
re-show it.

* fix(review): latch guide-intro eligibility at first post-load render

hasSearchableFiles changes on mid-session diff switches; an
empty-to-non-empty switch would pop the intro over work in progress, or
yank an open look-and-feel dialog (its gate reads guideIntroVisible).
Eligibility is now decided once when loading clears -- dialogs only
mount after that, so the latch is always set before they render. A
skipped session keeps the cookie unconsumed. Also corrects AGENTS.md's
chain order (guide intro first).
2026-07-05 09:49:00 -07:00
Michael Ramos aa46dbb29a feat: guide per-file summaries + GitHub Copilot CLI agent engine (#997)
* feat(guide): per-file summary on guide diff refs

Each diffs[] entry now carries a required (schema-enforced) 1-2 sentence
summary of the semantic change in that file, written from the diff hunks
alone. Sanitizer passes it through when it's a non-blank string and omits
it otherwise -- a missing summary never drops the ref or fails the guide.
Rendered as a muted inline-markdown line above each diff in the guide;
marker-engine contract and demo data updated to match.

* fix(guide): repair prompt must not invent missing summaries

The guide schema now requires summary, so a schema-enforced repair of a
payload that lacks them (marker-engine output) would force the model to
fabricate captions with no diff in sight. Instruct it to fill missing
required fields with an empty string instead; the sanitizer already
renders nothing for blanks.

* feat(agents): GitHub Copilot CLI as a marker engine for review + guide jobs

Adds copilot as the fourth marker engine (no schema flag, so it uses the
nonce-tagged marker-block contract like Cursor/OpenCode/Pi):

- marker-review.ts: COPILOT_ENGINE — 'copilot --output-format json' JSONL
  stream (assistant.message carries the assembled text; deltas skipped),
  models discovered from 'copilot help config', live-log formatting for
  tool.execution_start/complete. Non-interactive posture: --no-ask-user
  auto-denies unallowed tools, --deny-tool=write, read-only-oriented shell
  allowlist (git/gh/glab/jj/wc), builtin MCPs and auto-update disabled.
- Exported MarkerEngineId and replaced every 'cursor'|'opencode'|'pi' cast
  with it (Bun server, Pi server mirror, guide-review) so the next engine
  is a two-edit change.
- agent-jobs (both runtimes): copilot in SERVER_BUILT_PROVIDERS; capability
  entry + model discovery come free from the MARKER_ENGINES loop.
- UI: copilot review/guide engine with per-surface model settings
  (useAgentSettings), AgentsTab launch + config rows, GuideEmptyState
  launcher, job-detail labels, CopilotIcon (currentColor, official mark).
- Tests: argv/read-only flags, help-config model parsing, stream reduction,
  full marker pipeline; profile-map expectations widened.

Verified live: composed review prompt through the real copilot binary,
marker block parsed, seeded bug found.

* fix(agents): structurally deny high-consequence verbs for Copilot jobs

git:*/gh:*/glab:* stay allowed for inspection ergonomics, but Copilot's
deny-precedence rules now block the verbs a prompt-injected background
job could abuse: git push/reset/clean/checkout/restore (local reviews run
in the user's real working tree), and PR/MR/issue comment/create/merge/
close/edit/review on gh and glab. Probe-verified: git log runs, git push
--dry-run is denied by the shell(git push) rule.

Addresses the one confirmed finding from the PR #997 review round; the
other two (untracked-file reads, git -C) were refuted by live probes.
2026-07-05 09:12:20 -07:00
Michael Ramos d6b98f0c0d feat(review): Guided Review + Pi agent-job provider (#993)
* docs(adr): Guided Review ADR/spec/research + agent-provider fit studies

ADR 006 (Guided Review as a first-class feature), four implementation
spikes, synthesis, spec (iterated through preflight and review fixes),
recap, and the Flue/Pi provider-fit research syntheses.

* feat(review): Guided Review takeover + Pi agent-job provider

Guided Review (ADR 006) — a Linear-Guides-style chaptered review:
- guide agent-job provider (packages/server/guide/guide-review.ts):
  schema-constrained sections (title/overview/file refs) over the live
  patch, coverage-validated server-side (every changed file exactly once,
  fabricated paths dropped, fail-closed on empty output), importance-first
  ordering prompt with speed discipline (diff-first, no repo exploration)
- runs on claude/codex natively and cursor/opencode/pi via the marker
  contract; guide-scoped low effort defaults for quicker generation
- takeover UI (packages/review-editor/components/guide/): Guide header
  badge + Mod+Shift+G, full-width screen that CSS-hides (never unmounts)
  the file tree/dock, empty state with inline model pickers, skeleton
  loading, generating state with collapsed activity log, two-column
  section cards (sticky prose column with internally-scrolling file list,
  content-height diffs, review-independent collapse, peek semantics)
- annotation parity: guide diffs mount the real DiffViewer with
  file-scoped handlers into the same CodeAnnotation state and feedback
  export; per-section reviewed state persisted via /api/guide/:jobId
- reviewed/tour prompt speed sections; renderMarkdownProse shared between
  tour and guide (fenced-block support, muted tone variant)

Pi agent-job provider:
- third MarkerEngine (pi --mode json --no-session --no-approve) with
  live model-catalog discovery, thinking-level control (--thinking),
  fail-closed marker parsing (Pi exits 0 on in-run errors by design)
- available for review + guide jobs from both launch surfaces

Shared UX:
- searchable, provider-grouped model pickers (auto over 12 options)
- full Claude version catalog with latest-resolving aliases labeled
- AgentControls primitives extracted from AgentsTab; cross-instance
  settings sync in useAgentSettings
- Pi extension server hand-mirrors + vendor.sh entries throughout

* fix(guide): PR-993 review fixes + failure recovery ladder

Review fixes:
- coerce marker-engine title/intent at ingest (prompt-enforced output
  could store non-strings and crash the takeover)
- keep placed files out of unplacedFiles (exactly-once guarantee)
- shared REVIEW_ENGINE_LABEL (fixes 'generated by pi' header; typed
  exhaustiveness prevents recurrence)
- key ActiveGuide by jobId so per-guide focus state resets
- formatModel handles marker-engine tour/guide jobs (empty model chip)
- drop dead guideCodexFast; memoize estimateDiffHeight
- store + display Pi thinking level on job cards

Failure recovery ladder (auto -> one click -> manual -> regenerate):
- mechanical JSON repair pass (fences/slice/trailing-commas/bracket
  balance) before any guide parse fail-closes
- failed payloads captured per job (200KB cap, per-engine extraction)
- 'Fix output' repair job: pure text transform on a schema-capable
  engine (claude/codex preferred), forced low effort, lands as a
  normal guide job; repairOf threaded through launch validation
- editable output panel: GET /api/guide/:jobId/output prefills a
  textarea, POST /api/guide/:jobId/submit runs the same server-side
  validation and opens the fixed guide; inline errors for iteration
- Pi extension mirrors + AGENTS.md endpoint/body docs

* fix(guide): string-aware mechanical JSON repair (self-review)

- terminate a dangling string literal before appending bracket closers
  (truncation mid-string is the most common shape; closers appended
  inside the string never parsed)
- strip trailing commas outside string literals only (the regex could
  rewrite overview content, violating the repair contract)

* fix(guide): launch-snapshot validation, codex strict schema, repair persistence

PR-993 round-2 review fixes + live-test findings:
- validate guide completion (and manual repair) against the LAUNCH-time
  changed-file set, snapshotted per job — switching diff/base/PR while a
  guide generates no longer destroys valid output (client already
  degrades stale refs per-file)
- codex strict structured output: unplacedFiles now required in the
  guide schema (OpenAI 400s schemas with optional properties under
  additionalProperties:false — live-confirmed, then live-verified fixed:
  5 sections / 83 files placed on a ChatGPT-account codex)
- manual repair survives reload: successful /submit flips the job to
  done via completeJobExternally + status guard on the endpoint
- codex model defaults -> gpt-5.5 (5.3-codex is deprecated; ChatGPT
  accounts reject it) with one-shot migration of saved picks; guide
  codex default reasoning stays low
- pi extension guide branch snapshots launch state (TOCTOU hygiene)
- paragraph collector no longer swallows an unspaced code fence
- tour hook backports: out-of-order fetch guard; save outside updater
- guide empty-state copy rewritten value-first

* fix(guide): PR-993 round-3 — repair-diff fidelity, failure surfacing, pi tool hardening

- repair jobs validate against the FAILED job's recorded file set (the
  payload under repair references that changeset; validating against the
  diff on screen at repair time re-introduced destroy-on-switch)
- takeover follows the NEWEST running guide (progress + Cancel), and a
  failure newer than the shown guide surfaces as a dismissible strip
  (error + Fix output + Details) instead of being silently masked
- pi jobs run with --exclude-tools edit,write (bash stays: the agent
  needs git inspection; full read-only would break generation)
- tour/guide result ingestion fails closed on unexpected throw (done-
  looking jobs no longer 404 their result)
- sidebar guide mode gated on file availability like the header badge
- drop orphaned DEFAULT_GUIDE_CODEX_FAST (fast mode intentionally not
  offered for guide); retry owns its fetch cancellation; final
  trailing-comma pass after bracket-closing in the repair ladder;
  collapsed-row checkbox/expand are sibling buttons (a11y)

* fix(guide): PR-993 round-4 — callout text, guide job detail, toggle races

- single-line callouts (> [!IMPORTANT] message) keep their message — the
  form our own prompt solicits rendered an empty labeled box; type now
  derives from the [!TAG] capture, not a whole-line scan that mistyped
  '> [!NOTE] this is important'
- job detail panel gets a guide status card (Open guide via a new
  ReviewStateContext.openGuide) instead of mislabeling 'Guide Generated'
  as a red Incorrect review
- marker-engine guide jobs get readable live logs (engine fallback in
  the formatter lookup; provider stays 'guide')
- repair prefers the failed job's own schema-capable engine (proven
  working on this machine) before falling back by binary presence
- toggleReviewed/toggleChecked: pure functional updaters + persistence
  effect with seed-skip — race-proof AND StrictMode-safe (resolves the
  tradeoff previous rounds accepted)
- dedups: formatDuration/ElapsedTime shared from AgentsTab; whichCmd
  exported in the pi extension; SEARCHABLE_THRESHOLD imported by
  InlinePicker
- new renderMarkdownProse tests (single-line/multi-line callouts,
  paragraph passthrough)

* fix(guide): PR-993 round-5 — keep engine-default model option, label Pi jobs

- GuideEmptyState's marker catalogs mirror AgentsTab's per-engine
  semantics: opencode/pi prepend the engine-managed Default ('' value)
  to the discovered list (dropping it left saved-default users a blank
  pill with no way back); cursor replaces (its list includes 'auto')
- job detail provider pill labels pi review jobs 'Pi' instead of the
  'Shell' fallback

* fix(guide): PR-993 round-6 — context scoping, stale models, repair engine, staging gate

- guide takeover + auto-open scoped to the current review context: a
  guide launched against PR A no longer shows over PR B, and a guide
  finishing for an away context defers its auto-open until the reviewer
  returns to that context (unmarked in the dedupe set on purpose)
- guide launcher reconciles saved cursor/opencode/pi model ids against
  the live catalog at read time (picker + launch share one effective
  value) — no more posting dead ids after an account switch
- repair prefers the failed job's OWN engine whenever its binary is
  present (provably runnable; marker binaries resolved via
  MARKER_ENGINES — cursor's CLI is 'agent'); claude/codex are fallback
  only, killing the broken-claude repair doom loop
- per-file staging gate (canStagePath) in guide diffs AND the
  pre-existing same gap in ReviewDiffPanel — committed-only files in
  since-base reviews no longer offer a no-op Git Add

* fix(review): scope tour auto-open to current context (self-review)

Same cross-context gap just fixed for guides: a tour finishing for PR A
popped its dialog over PR B. Both auto-open effects now share one
jobMatchesCurrentContext helper with the same deferred-open semantics.

* fix(guide): PR-993 round-7 — complete the context-scoping story

Round 6 scoped guides to their review context; this closes the two
surfaces that scoping left dangling, plus a focus gap:

- switching to a context that already HAS a completed guide now shows
  that guide: the takeover falls back to the context's newest done
  guide job when activeGuideJobId belongs elsewhere (previously landed
  on the empty state with the guide sitting unreachable)
- 'Open guide' affordances are context-gated everywhere they exist:
  job cards hide it for cross-context guides (opening can't switch
  PRs), and the job detail panel explains where the guide belongs
  instead of offering a dead button; one shared
  jobMatchesReviewContext predicate now backs App, GuideScreen,
  AgentsTab, and the detail panel
- file-chip navigation retargets the guide's focus arbiter (scrolling
  under a stationary pointer fires no pointerenter, so the annotation
  toolbar stayed bound to the previous diff)

* fix(tour): retry owns its fetch cancellation; document prUrl-only scoping

- useTourData retry converts to the nonce-driven effect re-run pattern
  (the round-4 backport carried the fetch guard but not the retry fix
  useGuideData got in the same batch — half a backport)
- jobMatchesReviewContext now documents WHY it matches by prUrl only
  and not diffScope/diffContext: guides/tours reference files and
  degrade per-file when the diff shifts; scope-strict matching would
  hide useful artifacts on layer/base/mode switches. Deliberate,
  do-not-tighten-without-UX-decision

* fix(guide): PR-993 round-9 — worktree-aware context, guide-scoped marker settings

- jobMatchesReviewContext now compares diffContext.worktreePath for
  local jobs: prUrl + worktree define WHERE the review is (matched
  strictly); mode/base/scope remain WHAT VIEW (deliberately loose) —
  a guide launched against worktree A no longer opens over worktree B.
  Jobs predating the snapshot coalesce to the main tree.
- Cursor/OpenCode/Pi get guide-scoped model/thinking settings
  (guideCursor/guideOpencode/guidePi), mirroring the existing
  guideClaude/guideCodex isolation: tuning a guide's marker model no
  longer silently changes the next code review with that engine.
  Defaults are each engine's natural default, not seeded from review
  settings (same precedent as guideClaudeEffort='low'). AgentsTab's
  reconcile effects snap both surfaces against the shared catalogs.

* fix(review): keep worktree parsing browser-safe (round-9 build fix)

parseWorktreeDiffType lives in shared/review-core, which imports
node:path at module top — pulling it into App.tsx broke the vite
browser build (typecheck and tests don't catch it; only the bundle
does). Context matching now reuses App's existing hand-parsed
activeWorktreePath memo — one parse, and it's the same one that
drives the sections/tree UI, so matching aligns with what's on
screen. Also fixes a deps-array reference to the removed memo that
bundled fine (treated as a global) but would have thrown a
ReferenceError at runtime.

* docs(review): mark worktree-subtype lockstep between server parser and App copy

* fix(review): PR-993 round-10 — guide shortcut gate, settings sync race, heading markdown

- bare a/v staging/viewed shortcuts suspend while the guide takeover is
  open (the dock is only CSS-hidden, so a diff panel stayed 'active'
  underneath and bare keys acted on an invisible file)
- cross-instance settings sync replaces the was-last-update-remote
  boolean with value comparison (lastSyncedJsonRef): the flag conflated
  'a commit happened' with 'the last change was remote', so a local
  edit batched with an incoming broadcast silently skipped its own
  cookie write and rebroadcast
- ### headings in guide/tour prose run through renderInlineMarkdown
  like every other block (backticked symbols rendered as raw tokens);
  regression test added

* fix(guide): PR-993 round-11 — reveal channel for sidebar jumps, repair exit code

- new guideRevealFile channel closes the documented round-7 gap and its
  AI sibling: sidebar jumps (annotation clicks, AI line citations) made
  while the guide takeover is open no longer mutate the hidden dock's
  active file; instead the GuideSectionCard containing the target file
  expands its collapsed (reviewed) section, focuses the diff, and
  scrolls to it — so jumps into collapsed sections stop silently
  no-opping. Cleared on guide close/switch so keyed remounts don't
  replay the last reveal.
- completeJobExternally resets exitCode to 0 (both servers): a
  successfully repaired guide kept showing the failed run's Exit 1 chip
  in the job detail panel

* fix(guide): clear reveal channel in-batch at guide-switch sites (self-review)

The clear-on-change effect fires after a switched guide's keyed cards
have already mounted (child effects run before parent effects), leaving
one commit where a stale reveal from guide A could expand+scroll a
same-named file's section in guide B. All three setActiveGuideJobId
sites now clear synchronously in the same batch; the effect stays as a
backstop for close and future set sites.

* fix(guide): PR-993 round-12 — titled sections, honest large-PR validation

- sanitizeGuideSection gives every surviving section a non-empty title
  ('Untitled section' fallback): a diffs-only section rendered as a
  blank chapter inside a 'Guide Generated' job — no parse failure, so
  no recovery flow. Keeping (titled) beats dropping: placed files are
  not in unplacedFiles, so dropping would orphan them silently.
- guide launches on large PRs (layerPatchIncomplete) recompute
  changedFiles from the local checkout (git diff --numstat
  origin/<base>...HEAD, rename/binary handling) when available — the
  PR-mode prompt tells the agent to read that full local diff, but the
  changed-files block and validation snapshot came from the truncated
  platform patch, under-listing files to the model and then dropping
  its valid refs (or failing the guide) at validation. Falls back to
  the partial list on any failure. Mirrored in the Pi extension server.

Round-12's P1 (Pi marker extraction reads message_end, 'should' read
text_delta) was refuted by live probe: Pi's assistant message_end
carries the fully-assembled content blocks, which is exactly what
piExtractText reads; the delta-reading code the finding cross-
referenced is the Ask-AI STREAMING provider, a different job.

* test(guide): first direct coverage for guide-review's pure logic (self-review)

The module's repair ladder, validation, and stream parsing had zero
unit tests — exercised only end-to-end through live agent runs. Pins
the behaviors the review rounds fixed: blank-title fallback (round 12),
first-placement-wins dedup, changedFiles filtering + fail-closed empty
guides, prose-only vs lost-diffs section handling, unplacedFiles
merge/dedup/fabrication-filtering, title/intent coercion, trailing-
comma and unbalanced-bracket repair, truncated stream-line recovery.
13 tests; server suite 374 → 387.

* fix(guide): PR-993 round-13 — full-stack recompute regression, flag snapshot, unplaced reveal

- the round-12 large-PR recompute now runs ONLY in layer scope: in
  full-stack scope launchPatch is already a local full recompute, and
  the layer diff (origin/<base>...HEAD) was the WRONG file set — it
  omits earlier stack layers' files, dropping their refs at validation
  or failing the guide. Introduced by round 12; caught before any
  release. Both servers.
- layerPatchIncomplete is snapshotted with the other launch locals
  (launchLayerPatchIncomplete): coherence with launchPatch was
  positional (same sync segment) — now structural, so a future await
  inserted upstream can't silently desync them. Both servers.
- the 'Everything else' bucket handles guideRevealFile: sidebar jumps
  to unplaced files now focus + scroll their diff (the section-card
  effect only covers placed files) — closes the residual gap noted in
  the round-11 self-review
2026-07-04 10:23:59 -07:00
Michael Ramos e8df06db7c feat(review): Commits panel — linear history rail with per-commit diffs (#994)
* docs(adr): spec for the commit-list review view (linear history rail)

* feat(review): commit:<sha> diff mode along the shared diff-type seams

A new git-only diff family for reviewing one historical commit against
its first parent (git-show style), threaded through every seam a diff
type crosses:

- runGitDiff: git diff <sha>^ <sha>; a root commit diffs against the
  empty tree. Label is 'Commit <shortsha> — <subject>'. The sha is
  validated as bare hex (parseCommitDiffType) before it reaches any
  argv position, on top of --end-of-options.
- getGitDiffFingerprint: anchored to the sha alone (present/gone), NOT
  headSha — new commits landing mid-review don't change this diff and
  must not raise the staleness banner. A vanished commit (rebase + gc)
  flips present→gone and fires it honestly.
- getFileContentsForDiff: old side <sha>^ (null on root), new side <sha>.
- parseWorktreeDiffType learns worktree:<path>:commit:<sha> (the
  sub-type contains a colon, so it needs its own split) — commit review
  composes with worktree sessions like every other mode.
- vcs-core: the git provider owns commit:*; staging stays gated off
  (canStageFiles allowlist unchanged — nothing in a historical commit
  is stageable).
- Ask AI context: a commit-mode inspect string ('git show <sha>', with
  an explicit 'historical commit, not the working tree' note).

Also adds listCommitHistory for the upcoming /api/commits endpoint:
one --first-parent page from HEAD (before=<sha> continues at its first
parent, +1 fetch for an honest hasMore), with isHead / isRepoUser /
isPastBase flags. isPastBase is reachability from the base — computed
as the complement of 'rev-list --first-parent HEAD ^base', which is a
prefix of the walk, so the client's single divider is exhaustive. An
unresolvable base degrades to no divider (matches since-base's posture
on such repos).

* feat(review): GET /api/commits — linear history endpoint (Bun + Pi)

One page of the branch's --first-parent history (?limit=&before=),
served by listCommitHistory against the active diff's cwd (worktree-
aware via resolveVcsCwd) and the active base (so the divider tracks
the same baseline the review compares against, including the startup
origin/<default> upgrade).

Gated to plain local git sessions — PR / workspace / jj / p4 return
400, mirroring the client's commitsCapable gate. Both runtimes; the
route-parity test covers the pair.

commit:<sha> switching needs no endpoint changes: /api/diff/switch
already dispatches through runVcsDiff (the git provider owns the new
family), the epoch guard applies as-is, the sections sidecar correctly
stays since-base-only, staging 400s via the canStageFiles allowlist,
and baseRelevantDiffType keeps the behind-GitHub banner suppressed for
commit diffs.

* feat(ui): Commits panel view — the linear history rail

Third left-panel view: 'Git status | Commits | Tree'. The Commits view
is a pure commit list (short sha, subject, relative age compacted to
'2h', author only when it isn't the repo user, HEAD dot, a divider
where the branch meets the resolved base, 'Show more' paging). It
never becomes a file list: clicking a commit switches the diff to
commit:<sha> and the existing needsInitialDiffPanel flow lands the
center dock on the all-files surface; re-clicking the active commit
just re-focuses that panel.

Persistence: reviewPanelView gains 'commits' with NO diff coupling —
the view persists, the diff opens on the user's normal default until a
commit is clicked, and a sha is never persisted (it may not survive a
rebase). The sections⟺since-base coupling is untouched, but the
classic-diff→Tree snap in Settings/ReviewSetupDialog now only fires
when the current view is 'sections', so picking a default diff no
longer stomps a Commits preference. The load-time self-heal ignores
'commits' by construction (it keys on panelView === 'sections').

Gates: commitsCapable = plain local git session (no PR / workspace /
jj / p4, matching the server's /api/commits gate); the segment is
hidden elsewhere. Staging is inert in commit diffs on both ends
(STAGEABLE_DIFF_TYPES and the server allowlist never match commit:*).
Worktree sessions compose — the client parses
worktree:<path>:commit:<sha> and handleDiffSwitch prefixes as usual;
the rail refetches on worktree/base changes but deliberately not on
commit clicks, so paging state survives selection.

Accepted edges (v1): no j/k selection in the rail (each move would run
a full diff switch); toggling Commits→Tree keeps a commit diff active,
where the tree's diff-type dropdown marks nothing — the gitRef header
still names the commit.

* fix(review): self-review cleanups on the commit-list feature

- listCommitHistory: a repo with no commits yet (unborn HEAD) returns
  an empty page instead of null — the panel showed a 500-backed 'Retry'
  error where 'No commits' is the truth. Every other review surface
  already degrades gracefully on a commit-less repo; now this one does.
  Only a genuinely unanswerable repo (not a repo at all) stays null.
- Hoist the bare-hex sha rule into one BARE_HEX_SHA_RE shared by
  parseCommitDiffType and the before-cursor validation (was written
  twice).
- The 'all' diff case now uses the getEmptyTreeSha helper the commit
  mode extracted, instead of keeping its own inline copy.
- Drop CommitsPanel's isLoadingDiff prop — declared and passed but
  never used.

* feat(ui): commit cards, labeled groups, avatars — review round 1

Four items from the live review round:

- Toggle: Commits moves to the far right (Git status | Tree | Commits)
  and the segment text goes 10px → 12px (padding trimmed to keep three
  segments inside the 256px header).
- The bare '── origin/main ──' divider confused more than it explained.
  Replaced with two labeled groups: 'On this branch' (commits not yet
  reachable from the base) and 'In <base>' (shared history), each with
  a tooltip spelling out what the boundary means.
- Rows become overview cards: subject (2-line clamp) on top; a meta row
  with author avatar, author name (only when it isn't the repo user),
  a HEAD badge, short sha, and compact age. Active card gets the
  primary border/tint.
- Author avatars, reusing the PR machinery rather than reinventing it:
  parseRemoteUrl/parseRemoteHost classify the origin forge; the gh/glab
  invocation shape (incl. the --hostname self-hosted convention) and
  GitLab's relative-avatar absolutization rule are mirrored from
  pr-github/pr-gitlab. What could NOT be reused directly: PR avatars
  are keyed by platform login, which local commits don't have — so
  GitHub resolves via one repos/{o}/{r}/commits?per_page=100 call per
  session building an author-EMAIL → avatar map (unpushed commits by
  the same author resolve through it; verified live), and GitLab uses
  its per-email /avatar endpoint (capped, deduped). Everything is
  memoized per session and fails closed to the initials fallback — a
  repo with no remote, an opaque self-hosted host, or an unauthenticated
  CLI never delays or errors the commits endpoint.

The Avatar component moves out of PRCommentsTab into its own module,
now shared by the PR timeline and the commit cards. New shared module
commit-avatars.ts is vendored to Pi (vendor.sh) and the enrichment runs
in both runtimes. CommitListEntry gains authorEmail (resolver key) and
avatarUrl (server-enriched).

* ui(review): flush commit rows, prominent base boundary — review round 2

- Cards are gone: rows stack flush (no borders, no margins), hover tint
  only. Subject is strictly one line, ellipsized (no clamp/wrap).
- Author name always shown (was: only when it differed from the repo
  user), with the avatar, on the compact meta line under the subject.
- The base boundary is a prominent labeled rule ('— In origin/main —',
  foreground-weight lines) instead of the faint border under a group
  header; the 'On this branch' header above stays quiet.

* docs(adr): evaluate local stack-parent detection — scenario matrix, no build decision

Empirical stress-test of the merge-base-reachability algorithm across 9
scenarios plus this repo itself. Findings: the stacked-ness test is graph
truth (never lied); parent attribution has one content-harmless failure
(same-merge-base sibling labels) and one dangerous, provably graph-
undetectable one (branches pointing inside B's own history win and
silently hide the user's commits). Determination: only viable as a
suggest-and-confirm affordance with per-branch persisted choice — never
silent auto-defaulting. Decision to build deliberately left open.

* fix(ui): Commits view is session-only — never the opening view

Live-review catch: the panel toggle inherited the sections/tree
'last choice becomes the default' cookie write, so clicking Commits in
one session made the NEXT review open on the history rail instead of
the diff. Ruling: a review always opens on the persisted sections/tree
default; Commits is entered via the toggle each session.

- reviewPanelView narrows back to 'sections' | 'tree'; a stale
  'commits' cookie is treated as unset (self-heals to the default).
- The live view is now a session overlay in App state: selecting
  Commits flips it without touching config; selecting Git status/Tree
  clears it and persists as before. Single choke point in
  selectPanelView, so every toggle site inherits the rule.
- Settings loses the Commits segment (it configures the OPENING view,
  which Commits can no longer be). Spec updated with the revision.

* ui(review): the panel toggle is session-only — it never writes the default

Second live-review ruling on persistence: the header toggle shouldn't
persist ANY choice, not just Commits. Looking at another view mid-review
must not silently change what the next review opens on.

- selectPanelView becomes a pure session override (local state layered
  over the persisted value); no configStore writes from the toggle path.
- handleSwitchToSections drops its defaultDiffType write — that write
  only existed to keep the persisted view/diff pair consistent, and the
  toggle no longer persists a view. Settings and the setup dialog remain
  the only reviewPanelView/defaultDiffType writers and keep enforcing
  the sections ⟺ since-base coupling; the load-time self-heal still
  repairs conflicted pairs those writers may leave.
- Spec + settings-registry comments updated to name the new rule.

* feat(ui): commit description card + collapsed all-files for commit diffs

Clicking a commit now answers 'what and why' before 'which lines':

- New commitInfo sidecar (Bun + Pi, same mode-conditional shape as
  sections): when a commit:<sha> diff is active, /api/diff and
  /api/diff/switch carry the commit's full metadata — subject, multiline
  body, author (+ avatar via the session resolver), sha, age — from a
  single 'git show -s' (getCommitDiffInfo in review-core, body as the
  trailing format field so newlines survive).
- CommitDescriptionHeader heads the all-files surface: subject, author
  row, and the full body rendered as markdown via the same MarkdownBody
  the PR viewer uses. Long bodies scroll inside the card (max-h) so the
  diff keeps the viewport.
- Commit diffs open FOLDED: AllFilesCodeView gains defaultCollapsed —
  items seed collapsed at build time, the seed is part of fileSetKey
  (CodeView seeds once per instance, so a seed change must remount),
  and the collapse-all toggle state initializes to match. Every other
  diff mode keeps opening expanded; leaving the commit diff clears the
  card and the folded default together (the sidecar is absent).

Verified live through the compiled binary: switching to a real commit
returns subject/body/avatar, switching back to since-base clears it.

* ui(review): commit description scrolls with the diff — no pinned card

Round feedback: the fixed header with its own inner scrollbar felt
embedded; the description should read as the top of the document and
scroll away with the files.

- AllFilesCodeView gains leadingContent: rendered via a portal INTO
  CodeView's scroll container (absolutely positioned at content top,
  so it participates in the scrollable overflow), with its measured
  height fed into layout.paddingTop so the virtualized items start
  below it. CodeView stays the single scroll authority — no nested
  scrollers, no wrapper flex row.
- CommitDescriptionHeader shows the full body inline (no inner
  OverlayScrollArea). Only genuinely huge bodies (>24 lines / >1800
  chars) get a CSS max-height clamp with a fade mask and a Show
  more/Show less toggle — CSS clamping keeps the markdown intact, and
  the ResizeObserver feeds the expanded height back into paddingTop.
  Keyed by sha so the toggle resets per commit.

* ui(review): entering the Commits view auto-opens the HEAD commit

Toggling to Commits used to leave the previous mode's all-files diff on
screen — a rail full of commits next to content that belonged to none
of them. Now entering the view selects the HEAD commit (top of the
rail) so the center immediately shows its diff + description card.

Once per entry, ref-guarded: an already-active commit diff survives a
toggle round-trip, a user click supersedes it, and a failed switch
doesn't retry-loop. When entry races the first log fetch, the effect
fires as soon as the log lands.

* perf/ui(review): fast commit navigation — instant veil + skip context recompute

Rail clicks felt laggy and jumpy: the old diff sat on screen for the
whole switch round-trip and then snapped, and the switch itself was
doing a full getVcsContext recompute (branch + worktree + recent-commit
enumeration — three git walks) that a commit click can never invalidate.

- Same-cwd commit:<sha> switches skip the context recompute in both
  runtimes (the client keeps its existing context when the field is
  absent — long-standing contract). Measured through the compiled
  binary: commit switches now ~40-60ms server-side.
- The center dock shows an immediate 'Loading commit…' veil whenever a
  commit switch is in flight (or the Commits view was just entered and
  HEAD auto-select hasn't landed) — the stale previous diff never shows
  and the click reads as instant. Errors surface through the normal
  empty-state, never trapped under the veil.

* fix(ui): PR-994 review round — toggle/settings separation + commit-nav fixes (App)

The headline fix: the load-time settings repair guarded on the live
panelView, which now carries the session toggle override — so clicking
'Git status' once mid-review (saved prefs tree + a classic diff) hit
the healer and silently persisted defaultDiffType='since-base'. The
toggle must never be a settings writer, directly or through a repair
path. Keyed to persistedPanelView now; audited the remaining
configStore.set call sites — no toggle path can reach a write.

Also in this file, same review round:
- Commit-navigation veil gains a real predicate: it drops on a commit-log
  fetch error (rail shows Retry; center was stuck under the spinner
  forever) AND on a genuinely empty history (zero commits — the second
  stuck-veil trigger the automated review missed), while still covering
  the log-loading and pre-auto-select frames.
- handleSelectCommit composes the worktree prefix once and calls
  fetchDiffSwitch directly (the equality check and the switch previously
  used two different composition paths).
- commitsCapable/showCommitsPanel hoisted above the global keyboard
  handler; Cmd+F is no longer intercepted in the Commits view (no search
  input exists there — the browser find takes over instead of a silent
  no-op).

* fix(review): PR-994 review round — commit-log staleness, loading flags, avatar cap

- useCommitLog clears its cached list when the history context changes
  (worktree/base switched while the view was away): the HEAD auto-select
  acted on the stale rows and opened the previous context's commit. Same
  contextKey still keeps the cache (no empty flash on re-entry).
- The hook's cleanup now resets both loading flags: a generation-skipped
  finally never cleared them, leaving 'Show more' stuck disabled as
  'Loading…' after leaving mid-page.
- commit-avatars memoizes misses only for emails an attempt actually
  covered — the GitLab per-call cap (10) was recording every email past
  it as permanently unresolvable for the session. Regression test added.
- GitLab host detection tightened from a bare substring to a structured
  match (gitlab.com / gitlab.* / *.gitlab.*) — 'mygitlabproxy.example.com'
  no longer classifies.
- Collapse-all mirror re-derives from live item state after per-file
  toggles: with commit diffs seeding all-collapsed, expanding one file
  left the dock button on 'Expand all', and clicking it re-collapsed the
  file the user just opened.
- The commit description card element is memoized on commitInfo identity
  so the measuring ResizeObserver stops churning on every context render.

* fix(ui): entering the Commits view ends any open search session (self-review)

The Cmd+F guard from the review round only blocked NEW searches in the
Commits view; a search opened in Git status/Tree survived the toggle as
hidden-but-live state — the query kept matching against the commit
diff, marks kept rendering in the all-files body, Enter/F3 kept
stepping matches, and the input to see or edit the query didn't exist
anywhere on screen. handlePanelViewSelect (the single choke point every
toggle site routes through) now clears and closes search on entry to
Commits.

Also re-traced the rest of the round under self-review — veil terminal
states (log error/empty/loaded, switch failure, background refresh with
a commit active), the hook's cleanup-before-rerun flag ordering, the
avatar attempted-set on broken platforms, and both collapse-mirror
paths — no further findings.

* fix(ui): PR-994 round 2 — live rail freshness, non-destructive errors

- The rail now keeps itself fresh: while the Commits view is visible, a
  quiet 10s poll head-compares page 1 and adopts it only when history
  actually moved. The commit DIFF's sha-anchored fingerprint stays as
  designed (a historical commit never goes stale, so the banner
  correctly stays quiet) — but the rail no longer freezes while an
  agent commits in the background. Adoption bumps the fetch generation
  so an in-flight 'Show more' from the old history can't append stale
  rows, and transient poll failures disturb nothing.
- A page-1 fetch resets isLoadingMore: a refresh superseding an
  in-flight paging request skipped that request's generation-guarded
  finally, leaving 'Show more' stuck on 'Loading…' — rare before, a
  live race once the poll exists.
- Errors are non-destructive when a list is on screen: a failed page or
  background refresh renders as an inline row with Retry under the
  list instead of replacing the whole rail; the full-panel error state
  is reserved for an empty rail.

* perf/refactor(review): parallel GitLab avatar lookups; drop dead isRepoUser

- The ≤10 per-call GitLab avatar lookups run in parallel instead of
  sequentially — they sit on /api/commits' critical path, and serial
  subprocess spawns added seconds to the rail's first paint on
  multi-author GitLab histories (PR-994 round 2 nit).
- CommitListEntry.isRepoUser removed: v1 showed the author only when it
  wasn't the repo user; the live-review pivot to always-shown names left
  the field computed (one git config subprocess per page), serialized,
  and tested but never read, with a doc comment describing behavior the
  panel no longer has. Spec updated to match the revised row design.

* fix(ui): commit-poll adoption clears all superseded fetch state (self-review)

Adopting a new history from the background poll bumps the generation,
which strands any in-flight fetch's generation-guarded finally — the
same stale-flag class just fixed for isLoadingMore, but for isLoading
(slow first load overtaken by the poll) — and a lingering inline error
from the replaced history would otherwise sit under the fresh list.
Adoption now clears isLoading, isLoadingMore, and error together.

* fix(ui)/docs: PR-994 round 3 — worktree switches drop commit diffs; API docs

- handleWorktreeSwitch treats commit:<sha> as non-portable: every other
  diff mode recomputes meaningfully against the target worktree, but a
  commit diff is context-bound content (worktrees share one object
  database — the reviewer's claimed git error doesn't exist, verified
  empirically), so 'preserving' it just re-rendered the OLD context's
  commit byte-for-byte. It now falls back to the session default (same
  option-availability rule resolveInitialDiffType applies). Swept every
  other activeDiffBase/diffType carrier: the whitespace toggle,
  staleness refresh, and fetch-base deliberately recompute the SAME
  diff (valid for commits); handleBaseSelect and the base-picker row
  already exclude commit mode; job diff-context labeling and the
  guarded diff-type dropdown are display-only. This was the single leak.
- AGENTS.md (CLAUDE.md symlink): /api/commits row added to the Review
  Server table; /api/diff and /api/diff/switch now document the
  commitInfo sidecar and the commit:<sha> diffType family; the
  since-main section describes the three-segment session-only toggle
  and the never-persisted Commits view.

* docs: normalize arrow glyphs in the /api/commits table row (self-review)

* fix/refactor(review): PR-994 round 4 — rebase-safe paging, locale-proof ages, shared parsing

- Pagination is rebase-safe: a 'Show more' cursor from a history that was
  rewritten mid-session (rebase/force-push) still resolves in the object
  store but is no longer on the branch — paging from it walked the
  orphaned pre-rewrite chain for the ≤10s window before the freshness
  poll adopts the new history. listCommitHistory now ancestor-checks the
  cursor (merge-base --is-ancestor) and returns an empty terminal page
  for orphaned AND vanished cursors alike; the poll replaces the list
  moments later. Regression test rewrites history between pages.
- Ages are locale-proof: git localizes %cr via gettext ('vor 2 Stunden'),
  which the English-only compactAge regex silently couldn't shorten.
  CommitListEntry/CommitDiffInfo now carry committedAt (epoch ms, %ct);
  the rail and description card format it with the existing
  formatRelativeTime — compactAge and the third formatter variant are
  gone.
- The %x1f over-split repair (fixed head/tail fields, rejoined free-text
  middle) was triplicated across listRecentCommits, listCommitHistory,
  and getCommitDiffInfo; one splitCommitFormatFields helper (head/tail
  counts, tail=0 covers the multiline-body shape) owns the edge case.
- Avatar resets its broken-image state when src changes — latent today
  (every caller keys by identity), but it's a shared component and must
  be safe for callers that update src in place.

Left alone from this round: hashString/hashFingerprintPart duplication is
pre-existing, and the suggested cross-package import would drag node:path
into the browser bundle — the documented reason client mirrors exist.

* fix(review): PR-994 round 5 — merge-commit prompts, boundary-aware poll, auto-select guard

- Agent prompts for commit:<sha> diffs instruct the exact on-screen
  command: git diff <sha>^ <sha> (first parent), explicitly steering
  away from git show — whose combined-diff presentation for a MERGE
  commit renders a different (often empty) changeset than the one under
  review. Root-commit fallback noted. One site covers Ask AI and every
  launched reviewer (and Pi via vendoring); prompt test pins the command.
- The rail's freshness poll now adopts on boundary/base movement, not
  just a new head: an agent running git fetch advances origin/<base>
  while HEAD stays put, which re-partitions isPastBase — previously the
  head-only compare skipped adoption and the 'In origin/main' divider
  stayed stale until the view was reopened. Boundary is compared over
  the page-1 overlap window (a divider paged deeper than the probe can
  see re-syncs on the next full reload — accepted micro-edge). The
  reviewer's proposed trigger (the Fetch banner) is unreachable in
  commit mode; the external-fetch trigger is the real one.
- The HEAD auto-select never fires while any diff switch is in flight —
  hardening only: the claimed first-click overwrite isn't reachable
  (isLoadingDiff was never a dependency of that effect, and auto-select
  settles before a human can click), but the guard makes the invariant
  explicit.

* docs(adr): spec the pre-merge commits-view structure refactor

Three behavior-preserving moves scoped for PR #994 before merge, motivated
by the audit finding that every recent review-round bug lived at the
App.tsx <-> useCommitLog seam: (R1) unify the commits-session state
machine (poll, auto-select, veil) in one hook; (R2) lift the commit-rail
block out of the 1.6k-line review-core into commit-history.ts; (R3) share
the isSameCwdCommitSwitch predicate both runtimes inlined. Ownership
tables name what deliberately stays put; execution runs smallest-first
with full gates per commit.

* refactor(review): share isSameCwdCommitSwitch across runtimes (spec R3)

The ~10-line parse-and-compare predicate both /api/diff/switch handlers
inlined moves to review-core beside its inputs (parseWorktreeDiffType /
parseCommitDiffType — the canonical home for diff-type string logic);
both call sites collapse to one line. Unit tests cover plain, worktree,
cross-worktree, and non-commit-target cases. Behavior identical.

* refactor(shared): lift the commit-rail block into commit-history.ts (spec R2)

review-core.ts (1.6k lines) was absorbing the ~230-line Commits-panel
data layer it doesn't need to own: CommitListEntry/CommitHistoryPage/
listCommitHistory and CommitDiffInfo/getCommitDiffInfo move verbatim to
a new commit-history.ts, matching the package's per-concept split
(jj-core, pr-stack, commit-avatars). The commit:<sha> DIFF plumbing
(parseCommitDiffType, the runGitDiff/fingerprint/file-contents cases)
stays in review-core with the other diff types — it participates in the
dispatch; the rail does not.

Wiring: review-core exports its three parsing primitives (COMMIT_FIELD_
SEP, splitCommitFormatFields, BARE_HEX_SHA_RE — listRecentCommits still
uses them, so they can't move); package exports + vendor.sh gain the
module (vendored siblings import relatively, same as pr-provider →
pr-github); types.ts re-exports split by source; both runtimes import
from the new module. History/metadata test suites move to
commit-history.test.ts with the package-style per-file git harness;
commit-DIFF tests stay in review-core.test.ts. Behavior identical —
verified live through the compiled binary (/api/commits + commit
switch + commitInfo sidecar).

* refactor(ui): useCommitsView owns the whole commits-session machine (spec R1)

The list cache, freshness poll, HEAD auto-select, and center-dock veil
were split between useCommitLog and App.tsx — and every sync bug found
across three review rounds (stuck flags, stale auto-select, adoption
races) lived at exactly that seam. The auto-select effect and the veil
derivation move into the hook verbatim (renamed useCommitsView, git mv),
so the machine's invariants are locally checkable in one file.

App now supplies only what it owns — visibility, the active commit,
switch state, and onOpenCommit (its handleSelectCommit: the SAME path
user clicks take, so auto- and user-selection cannot diverge by
construction) — and consumes panel props plus veilActive. Net ~45 lines
of App.tsx's most delicate logic deleted.

One equivalence note: the hook's single "enabled" (showCommitsPanel &&
origin) now gates auto-select/veil where App used bare showCommitsPanel;
the two only differ when origin is unset, which implies no gitContext
(demo mode) and therefore showCommitsPanel === false — identical in all
reachable states.

Deliberately still in App (each guards a flow App owns): capability
gating, handleSelectCommit, the Cmd+F / worktree-fallback /
staleness-refresh / search-clear guards, and render wiring. Behavior
identical; spec: adr/specs/refactor-commits-view-structure-20260703.md.
2026-07-04 10:13:11 -07:00
Michael Ramos 795f381ebe feat(review): "All changes" git-status review view (#990)
* feat(review): "Since main" git-status review view + correctness fixes

Adds a composite `since-base` diff — merge-base(origin/main, HEAD) vs the
working tree, plus untracked — as the default code-review view, rendered as a
three-section "git status" panel (Committed / Changes / Untracked) with a
Sections|Tree toggle, a first-run setup chooser, and a "baseline behind GitHub"
fetch banner. Everything normalizes to one git patch, so the diff viewer,
annotations, and feedback path are unchanged.

New diff type wired through runGitDiff / fingerprint / file-content / context /
staging / agent-context in packages/shared + both server runtimes (Bun +
Pi mirror). Default flipped from `unstaged` to `since-base`; the old
DiffTypeSetupDialog is replaced by ReviewSetupDialog (view + default-diff
chooser, screenshots, Settings access).

Includes a reviewed batch of correctness fixes:
- P0: baseBehindRemote was permanently true (rev-parse missing --verify)
- fingerprint blind to quoted/unicode untracked paths (unquote)
- sections parser: record both sides of a rename; staged-delete wins over
  untracked (rm --cached collision)
- graceful degrade when merge-base can't resolve (trunk/no-remote repos)
- /api/fetch-base re-queries remote (narrow-refspec honesty)
- /api/diff/switch concurrency guard (diffSwitchEpoch) + draft rekey
- decouple remote-staleness probe from initialBase (Pi parity)
- keyboard file nav in the sections view; banner gated to base-relative modes

See adr/decisions/005-since-base-github-view-default-20260701-223706.md

* fix(review): since-base review-round hardening (11 fixes, both runtimes)

Addresses the multi-agent + PR-990 review findings:

- Sections rename parser split ` -> ` on the raw quoted porcelain token, so a
  filename containing ` -> ` tore into garbage and a dirty file could render as
  "Committed". Now quote-aware (splitPorcelainRename + unit tests).
- /api/diff/switch captured the epoch AFTER await req.json(), letting a
  slow-body older switch overwrite a newer confirmed one. Epoch now captured
  before any await; hideWhitespace committed only on win. Both runtimes.
- Unresolvable base (trunk / no origin/HEAD) no longer auto-defaults to a
  degraded since-base that hides committed work — getGitContext only offers
  since-base when the base ref resolves, so the default falls through to
  uncommitted. Fingerprint + file-content degrade to HEAD to match the diff.
- git rm --cached no longer yields two diff entries for one path (untracked
  files already in the tracked patch are dropped) — fixes wrong-file-open and
  j/k nav looping in the Sections panel; also fixes latent uncommitted/unstaged.
- Settings' "Default Diff View" list now preserves the sections<->since-base
  coupling (can't leave an invalid sections+classic pair).
- "Behind GitHub" banner only treats origin/* as fetchable; a bare local base
  ("main") is upgraded to its tracking ref at startup so Fetch can clear it.
- hashUntracked resolves untracked paths against the repo toplevel, not cwd, so
  a review launched from a subdirectory isn't blind to untracked edits.
- Agent review instruction now tells agents to enumerate/inspect untracked files.
- Terminology: one "Committed changes" label; the live "Since <base>" label is
  dynamic (matches the header); "Since main" kept only as product copy.
- Docs: CLAUDE.md endpoints/fields + since-base view section; ADR recap.

Verified: typecheck (all projects), bun test 1793 pass, and empirical repro of
the rm --cached dedup, trunk->uncommitted fallback, and rename parser.

* fix(review): restore "(PR view)" on the Committed-changes label (unify toward it, not away)

* fix(review): close since-base coverage gaps from PR-990 review round 2

- First-run setup no longer forces since-base on repos where it isn't available
  (base ref can't resolve). getGitContext omits since-base there; the first-run
  block now checks the same availability before resetting the default or showing
  the chooser, so committed work isn't silently hidden on trunk/no-origin repos.
- reviewBase now includes 'since-base', so changing the base while in the
  git-status view passes the selected base to /api/file-content — expandable
  context is fetched from the right merge-base (was falling back to default).
- Settings now mirror ReviewSetupDialog's coupling exactly: Sections ⇒ force
  since-base; Tree ⇒ leave the diff (Tree + since-base is valid and now
  saveable); classic diff ⇒ Tree; since-base diff ⇒ leave the view. Removes both
  coercions that previously discarded a supported preference.

* fix(review): PR-990 review round 3 — fingerprint/dedup/base-canonicalization

- Fingerprint now uses `git status --porcelain -uall`, so editing a file inside
  a brand-new untracked directory changes the fingerprint and the "Diff out of
  date" banner fires (was collapsed to `?? dir/` and hashed as unreadable).
- extractTrackedPatchPaths pairs `---`/`+++` and excludes only the file's KEYED
  path (new side, or old side for a pure deletion) — no longer drops a recreated
  rename-source file (`git mv a b && touch a`). Verified rm --cached still
  dedups to one entry and the recreated file still shows.
- resolveReviewBase canonicalizes a bare local default name ("main") to its
  tracking ref ("origin/main") on every call, so a client that loaded before the
  startup upgrade resolved can't revert the server to the stale local base on the
  next refresh/switch. Both runtimes (new Pi resolveReviewBase helper).
- Removed the dead activeDiffLabel prop chain (FileTree -> DiffTypePicker).
- ADR recap: documented the staleness-banner scope limitation (default base only).

Verified: typecheck (all projects), bun test 23/23 review-core+fingerprint pass,
empirical repro of the untracked-dir fingerprint, rm --cached dedup, and
rename-recreate cases.

* fix(review): PR-990 review round 4 — dedup content, staging gate, banner timing

- Dedup rewrite: instead of dropping the untracked side of a same-path collision
  (which hid content), drop the tracked DELETION block and keep the untracked
  working-tree content. `git rm --cached f` + edit now shows the new content, not
  a phantom deletion — still one entry per path (no dock/nav collision). New
  stripHeaderPath also strips git's trailing-tab metadata, so space-named files
  dedup correctly. Verified: rm --cached+modify shows content (1 entry),
  space-named (1 entry), rename+recreate still shows both.
- All-files (and the `a` shortcut on the focused file) now gate staging per-file:
  committed files in since-base mode are not stageable, matching SectionsPanel /
  FileTreeNode. Shared isPathStageable helper threaded via ReviewStateContext →
  AllFilesCodeView. Stops the confusing `git add` no-op that still flipped local
  staged/viewed state.
- /api/diff/switch now awaits recomputeBaseBehindRemote before building the
  response, so the "Baseline behind GitHub" banner reflects the new base
  immediately (no ~5s lag switching in, no stale banner switching away). Both
  runtimes.
- ReviewSetupDialog re-applies the recommended default only on first-run dismiss,
  not when reopened from the header menu (was snapping a mid-session diff back).
- SectionsPanel "N added" header now counts sidecar-staged files too, so it
  matches the staged dots on rows.

Verified: typecheck (all projects), bun test 1830 pass, empirical dedup repro,
both bundles build.

* refactor(review): reuse parsePatchPathToken in removeTrackedDeletions (self-review)

Drop the duplicated stripHeaderPath helper — the shared diff-paths
parsePatchPathToken already strips a/|b/ prefix + C-quoting + git trailing-tab,
and verifies the prefix instead of blindly slicing two chars. Documents the
binary-deletion edge (no --- line, so a binary rm --cached is not deduped).

* fix(review): PR-990 review round 5 — mixed-base + staging/sort/flicker nits

- Atomic base upgrade: the startup origin/* canonicalization swapped currentBase
  without rebuilding the patch, so /api/diff could advertise origin/main while
  the served hunks came from local main (mixed-base review on origin/HEAD-absent
  repos). Now rebuilds the diff for the new base and commits base+patch+ref+
  fingerprint together (only if no user switch happened); the fingerprint change
  makes the client's freshness poll pick it up. Both runtimes.
- isPathStageable: gate staging OFF when since-base is active but the sidecar
  hasn't loaded (was falling through to true, allowing a git-add no-op on a
  committed file).
- SectionsPanel: session-staged files now float to the top of Changes — the sort
  key was `false ?? stagedFiles.has(...)` which short-circuits; now ORs them.
- /api/diff/fresh: early returns now carry baseBehindRemote, so a snapshot change
  mid-probe no longer clears the "behind GitHub" banner for one poll. Both runtimes.
- Removed the now-dead activeLabelFallback prop from DiffTypePicker (FileTree
  stopped forwarding it in round 3).

Skipped (agreed): the fetch-base input-validation nit (no realistic attacker)
and the diff-switch TOCTOU (concurrent switches aren't UI-reachable).

Verified: typecheck (all projects), bun test 1830 pass, both bundles build.

* refactor(review): drop redundant staged-OR in SectionsRow (self-review)

item.staged (the grouping key) already ORs in stagedFiles as of the round-5
sort fix, so the row-level `|| stagedFiles.has(...)` is dead weight.

* fix(review): surface the startup base upgrade to already-loaded clients

Review round 6 fixes:

- The startup main -> origin/main upgrade re-baselined the freshness
  fingerprint, so a client that fetched /api/diff before the rebuild kept
  the old patch and every /api/diff/fresh probe reported fresh (the probe
  compares server state to itself, never to what the client renders). Now
  the fingerprint is only re-baselined when no client has loaded the
  pre-upgrade snapshot; otherwise the stale baseline trips the normal
  "Diff out of date - Refresh" banner. Bun + Pi.
- preserveFile refreshes (staleness Refresh, post-Fetch) now adopt the
  server's returned base — exactly the paths where the server may have
  canonicalized main -> origin/main; keeping the old name sent
  /api/file-content and Ask AI context against the wrong base.
- ReviewSetupDialog: clamp the fixed 800px height to the viewport so the
  dialog fits on small laptop screens.
- Docs: /api/diff/fresh response also carries baseBehindRemote/agentCwd.
- Documented the committed-deletion + untracked-recreation dedupe edge as
  accepted (code comment + ADR) — fixing it needs two same-path diff
  entries, which the path-keyed UI cannot represent.

* fix(review): stop the Git-status default from silently reverting to tree

Users with reviewPanelView=sections could keep opening in the tree view on
a stale diff type despite their cookie saying Git status. Three causes:

- The header Sections toggle persisted the view but not defaultDiffType,
  creating a conflicted pair (sections + non-since-base default) that every
  UI writer is supposed to prevent. It now couples the diff default like
  the setup dialog and Settings do.
- configStore's debounced POST /api/config could be lost when a session
  closed within 300ms of a change, leaving cookie and config.json split.
  Pending writes now flush on pagehide with a keepalive fetch.
- configStore.init() applies config.json over the cookie without the UI
  coupling, so a stale server value re-corrupted the pair on every load.
  The app now self-heals at load: if the view says sections but the diff
  default isn't since-base, it repairs the default (cookie + config.json)
  and switches the live session to since-base.

* fix(ui): keep the stage (+) button border visible on the active file row

The button's --border border has no contrast against the active row's 30%
primary tint, so it vanished on the selected row until hovered. Tint the
border with the row's primary color on active rows (both sections and tree
views); the button's own hover border still applies.

* ui(review): spell out the panel view toggle — 'Git status | Tree' text instead of icons

* fix(review): PR-990 review round 7 — export label, diff snapshot race, unicode paths

- exportFeedback describeDiff(): add the missing since-base case — every
  feedback export in the new default mode read "**Diff:** since-base".
- /api/diff GET: snapshot patch/base/ref/error BEFORE the sections-sidecar
  await and pass the pinned base into buildSectionsSidecar. The startup base
  upgrade landing mid-await could pair a rebuilt patch with sections grouped
  against the old base, with initialDiffServed still false so no refresh
  banner ever came. Bun + Pi.
- SectionsPanel: a session-staged untracked file now moves to the Changes
  section immediately (anticipating the server's next sidecar) instead of
  sitting in Untracked with a staged dot until refresh.
- unquoteGitPath: real C-style unquoting with octal (UTF-8 byte) escape
  decoding. JSON.parse rejects octal escapes, so non-ASCII names kept their
  literal \303\251 form — an untracked "café.txt" was silently ABSENT from
  the review (git diff --no-index could not access the quoted name) and the
  deletion dedupe Set lookup could never match. getUntrackedFileDiffs now
  unquotes ls-files output. Unit tests: octal decoding + end-to-end unicode
  untracked file in a real repo.
- review-core.test: worktree subtype round-trip now covers since-base and
  all (was 6 of 8).

Parked (deliberate): SectionsPanel/FileTree keyboard-nav dedup refactor.

* fix(shared): unquoteGitPath keeps literal unicode intact (self-review)

The byte-collector treated literal non-ASCII code units as single bytes,
which would mojibake headers synthesized by our own quoteGitPath
(JSON.stringify leaves unicode unescaped inside quotes — workspace-mode
prefixed headers round-trip through the same parser). Literal chars now
append as string code units (surrogate-safe); only octal escapes go
through the UTF-8 byte decoder.

* fix(review): PR-990 review round 8 — pre-staged toggles, explicit base, AI context race

- useGitAdd: session Set replaced with a tri-state override map folded over
  the sections sidecar; stagedFiles is now the EFFECTIVE staged set (sidecar
  + session stages - session unstages). Fixes pre-staged files: the first
  `a` press actually unstages (was a git-add no-op), the sidebar dot clears
  after a real unstage (was stuck via sidecar OR), and the All-files header
  agrees with the sidebar on load. Overrides reset whenever a fresh sidecar
  arrives (switch, preserveFile refresh, PR response) so stale session
  intent can't fight new porcelain truth. SectionsPanel drops its own
  sidecar OR; stagedCount = effective size.
- Explicit base picks are honored verbatim: the picker sends explicitBase,
  and the server permanently disables local-name -> origin/* canonicalization
  once set (the local/remote groups are distinct choices). The behind-GitHub
  banner also exempts an explicitly-picked local name — Fetch advances
  origin/*, so the banner would be un-clearable nagging. Bun + Pi.
- buildCurrentAiReviewContext(patch, base): GET /api/diff builds Ask AI
  context from the same served snapshot as the patch — the startup base
  upgrade could hand Ask AI a different changeset than the screen. Bun + Pi.
- recomputeBaseBehindRemote: capture remoteDefaultInfo once — a concurrent
  refresh nulling it mid-await threw. Bun + Pi.
- Revert stray "Status Update / Updated!" edit to adr/0001 (test debris
  swept into the round-2 commit).
- splitPorcelainRename comment corrected (porcelain v1 does NOT quote plain
  spaces; a name containing " -> " is ambiguous without -z) + ADR notes for
  the index-only-changes semantics and the rename edge.

* fix(review): FileTreeNode uses the effective staged set — round 9

Round 8 made stagedFiles the effective set (sidecar + session overrides)
and removed SectionsPanel's sidecar OR, but missed the same OR in
FileTreeNode's since-base row (sectionStaged). In the Tree fallback a
pre-staged file unstaged this session kept its dot and the next toggle
re-staged it. Grep-swept: this was the last surviving sidecar-staged OR.

* refactor(review): make the staged-display invariant unrepresentable

The round-8/9 bug class (sidecar staged flag ORed over the effective set)
existed because surfaces had a second staging source to reach for. Remove
it: stagedFiles is now a REQUIRED prop on SectionsPanel/FileTree/
FileTreeNode and the optional-prop fallback branches reading
sectionEntry.staged for display are deleted — a future surface cannot
reintroduce the OR because the pattern no longer exists to copy. The
sidecar type's staged field and AGENTS.md now document the invariant at
the point of temptation. Grep for display reads of .staged now hits only
useGitAdd (owner) and the sidecar builder (producer).

* refactor(review): self-review cleanups on the staged-invariant hardening

- orderFilesBySections: document why its snapshot .staged read is safe
  (only called at sidecar-fresh moments where snapshot = effective) and
  that it must not be reused mid-session — the one remaining display-side
  snapshot read the invariant sweep surfaced.
- FileTreeNode: drop the now-pure sectionStaged alias; use isStaged.

* fix(review): PR-990 review round 10 — header staging gate, fingerprint cap, single-writer coupling

- Single-file diff header now uses the per-path staging gate (canStagePath),
  closing the last ungated staging trigger: committed-only files in
  since-base offered a no-op Git Add that flipped local staged/viewed state.
  Full trigger inventory swept: App `a` shortcut, all-files `a` + header,
  SectionsPanel rows, FileTreeNode rows, single-file header — all six now
  per-path gated or group-gated; no context-menu staging exists.
- Fingerprint circuit-breaker: the freshness poll's `git status --porcelain
  -uall` degrades permanently (per cwd, per process) to collapsed -unormal
  once its output exceeds 2MB — a forgotten node_modules/ no longer burns
  CPU every 5s for the whole session. Costs untracked-dir edit sensitivity
  only on such repos; one possibly-spurious staleness banner at the switch.
- The sections ⟺ since-base coupling now has a single writer:
  setReviewPanelView/setReviewDefaultDiffType in @plannotator/ui/config.
  All five call sites (setup dialog x2, Settings x2, header toggle,
  first-run reset, self-heal) converted; grep for direct writes of either
  setting now hits only reviewView.ts.
- /api/diff/switch responses pass snapshot args to the AI context builder
  (both branches, Bun + Pi) — correct today, now robust against future
  awaits between the epoch check and the response.
- Docs: explicitBase in the /api/diff/switch body.

Parked per discussion: SectionsPanel/FileTree nav+search+footer dedup
(extract when the commit-list view adds a third panel), querySelector row
measurement, fetch-base stderr passthrough (standing decision), Pi
hasAgentLocalAccess (pre-existing follow-up list).

* fix(review): PR-990 review round 11 — subdirectory launches, escape decode, settings note

- Repo-root-relative patch paths now resolve against the git toplevel
  everywhere they meet a filesystem path or pathspec, via a shared
  resolveRepoToplevel helper: file-content working-tree reads (hunk
  expansion returned null from a subdirectory launch) and gitAddFile/
  gitResetFile (stage/unstage failed with pathspec errors). Both bugs
  pre-existed for uncommitted/unstaged; since-base made them the default
  experience. The two existing inline toplevel resolutions (untracked
  diffs, fingerprint) now use the same helper. Shared code — Pi inherits
  via vendoring. Real-repo subdirectory tests for both.
- unquoteGitPath decodes \uXXXX (JSON.stringify emits it for control
  chars without a short escape; our synthesized workspace headers
  round-trip through this decoder). Malformed \u stays literal. Tests.
- Pi explicitBase guard matches Bun byte-for-byte on empty-string base.
- Settings Git tab notes when the CURRENT repo can't serve the Git-status
  view (base ref unresolvable) instead of letting the preference look
  silently broken — it's a global preference, so the options stay.

Same-class items left parked (pre-existing, untouched by this PR):
open-in root resolution and code-nav file reads from subdirectory
launches — on the follow-up list with the Pi divergences.

* fix(review): PR-990 review round 12 — per-client freshness, keyboard-operable row controls

- Freshness is now judged PER CLIENT: every patch-carrying response
  (/api/diff, /api/diff/switch, pr-switch, pr-diff-scope) includes
  snapshotId (the server's draftKey), and the client echoes it on
  /api/diff/fresh probes. A mismatch reports stale for THAT client
  regardless of the VCS fingerprint. This fixes the round-12 finding —
  reloads/second tabs after the startup base upgrade got a permanently
  bogus staleness banner from the shared pre-upgrade baseline — and
  deletes the round-6 conditional re-baseline hack entirely (the
  fingerprint recaptures unconditionally again; the old client's banner
  now comes from its snapshot mismatch, not a deliberately stale
  baseline). Also gives unfingerprintable modes (P4, PR layer) snapshot-
  level staleness for free. Bun + Pi + client hook.
- StageControl and ViewedControl (which had the identical gap) are
  keyboard-operable: tabIndex + Enter/Space activation + focus outline.
  They're spans inside the row <button> (nested real buttons are invalid
  HTML), so they need their own focus stop; the a/v shortcuts remain the
  power path.
- Docs: snapshotId on /api/diff, ?snapshot= on /api/diff/fresh.

* fix(review): PR-990 review round 13 — re-key snapshots on scope switch, PR-tab refresh

- The PR scope switch now re-keys draftKey (= snapshotId + draft storage
  key) at BOTH commit points, unconditionally — matching every other
  snapshot commit site. The full-stack branch previously kept the layer
  patch's key: stale layer tabs never got the banner after a cross-tab
  scope switch (the exact case snapshotId exists for), and full-stack
  drafts collided with layer drafts (pre-existing). The layer branch's
  !layerPatchIncomplete conditional is gone — it only stayed consistent
  because full-stack never re-keyed. Invariant now: every currentPatch
  commit is followed by a re-key. Bun + Pi.
- Refresh works for any stale PR tab: re-selects the CURRENT scope
  instead of no-opping for layer (only full-stack could go stale in the
  fingerprint-only world; snapshot mismatch changed that). Accepted
  residual (documented in code): after a cross-tab PR switch, refresh
  updates the patch but not prMetadata — the scope endpoint doesn't
  carry it, and the full-rehydrate refactor isn't worth the two-tab edge.

* fix(review): stale incomplete-layer Refresh uses the non-blocking upgrade path (self-review)

Round 13 made Refresh re-select the current scope for stale PR tabs; for
an INCOMPLETE layer patch that POST triggers the server's local recompute,
which can park for minutes behind checkout warmup — and
handlePRDiffScopeSelect renders the full-screen switch overlay the whole
time. Route that case through handleLoadFullDiff (same POST, progress
notice instead of modal), which exists for exactly this slow path.

* fix(review): round 14 — composite snapshot id, fully-pinned /api/diff, "All changes" label

- snapshotId is now content hash + diff type (+ PR scope), built by a
  single currentSnapshotId() helper used at every response site and the
  freshness compare. A cross-tab MODE switch with a byte-identical patch
  (layer vs full-stack on a single-PR stack) now flags old tabs; the base
  is deliberately excluded so a same-commit main -> origin/main
  canonicalization stays banner-silent (round-12 noise-avoidance kept).
  draftKey stays a pure content hash — drafts survive content-identical
  round-trips. Bun + Pi.
- GET /api/diff pins ALL served fields (diffType, hideWhitespace,
  prDiffScope join patch/base/ref/error/snapshotId) and the sidecar + AI
  context builders take the pinned type instead of reading globals — a
  concurrent tab switch during the sidecar await can no longer produce a
  since-base patch labeled with another mode. Bun + Pi.
- First-user feedback: the since-base label is now plain English —
  "All changes since origin/main" (dynamic, follows the picked base);
  dialog/Settings short form "All changes"; feedback exports match.
  uncommitted reverts to "Uncommitted" where it had borrowed "All
  changes", so the two stay distinguishable side by side.

* docs(review): finish the Since-main -> All-changes terminology sweep in comments (self-review)

* fix(review): PR-990 review round 15 — base-revert race, freshness reset, unstage regroup

- resolveReviewBase gains a second, probe-independent rule: a non-explicit
  echo of the bare local name of the CURRENT origin/* base stays on the
  tracking ref. The existing rule keys off remoteDefaultInfo, which comes
  from a second network probe that can lag the startup upgrade by seconds;
  in that window a diff-type/whitespace switch echoing "main" committed
  the session back onto the stale local branch and set baseEverSwitched,
  permanently blocking the upgrade. Bun + Pi.
- useDiffFreshness resets stale/dismissed state on snapshotId too — since
  round 14 a new snapshot can reuse identical patch text with a different
  id, and the old banner state wrongly carried over until the next poll.
- SectionsPanel: unstaging a PRE-staged add moves it back to Untracked
  (mirror of the round-7 stage regroup). Detection deliberately uses the
  sidecar's snapshot flag to recognize "was pre-staged"; staged
  modifications stay in Changes, staged renames remain a refresh-heals
  edge.

* fix(review): PR-990 review round 16 — rename staged count, guarded fetch-base replay

- "N added" no longer double-counts staged renames: the sidecar truthfully
  marks BOTH porcelain sides staged, but an above-threshold rename renders
  as ONE file — the hidden old path inflated the count and left a phantom
  effective-staged entry that unstaging the visible row couldn't clear.
  The client now filters sidecar-staged paths to rendered files, which is
  correct in both patch shapes (below-threshold renames render delete+add
  as two rows and both sides pass the filter). Client-only; the sidecar
  stays faithful to porcelain.
- The fetch-base completion only replays the diff refresh if the user's
  diff type/base selection is unchanged since the click — a slow fetch no
  longer yanks the review back to the view captured at click time.

Declined with reasons (in review thread): first-run persist-before-confirm
(approved forced default, second flagging), explicit-base flag ordering
(early-set preserves user intent; commit-after-win would leave picker and
server disagreeing), base-picker revert target (near-unreachable compound
race, deferred).

* fix(review): PR-990 review round 17 — find origin/main on feature-only clones

getDefaultBranch's chain (origin/HEAD -> local main -> blind "master")
skipped the fetched remote-tracking ref entirely. On checkouts with no
origin/HEAD symref and no local main/master — CI checkouts, `clone
--branch feature`, extra worktrees — it guessed "master", the base
didn't resolve, getGitContext suppressed since-base, and the flagship
"All changes" view silently disabled itself for the whole session even
though origin/main was fetched and diffable. The startup upgrade can't
rescue it either (its guard reads the bogus "master" as a deliberate
non-default base).

Chain is now: origin/HEAD (verified) -> origin/main -> local main ->
origin/master -> "master" — remote-tracking refs preferred, matching the
function's stated prefer-upstream intent. Shared core (Pi inherits);
real-repo test reproducing the exact clone shape.
2026-07-04 09:53:49 -07:00
Michael Ramos cb6667e991 fix(ai): drive Codex Ask AI via codex app-server (#971)
* fix(ai): drive Codex Ask AI via app-server + answer-first review prompts (#971)

Codex Ask AI previously ran via @openai/codex-sdk (codex exec), which forces
approval_policy=never and breaks in enterprise-managed Codex environments that
ban it (#971). Replace the transport with a long-lived 'codex app-server'
process over JSON-RPC.

- New provider packages/ai/providers/codex-app-server.ts (registered as
  'codex-sdk' to preserve cookie/agents.ts/UI-gate); omits approvalPolicy so
  Codex resolves the user's + managed policy, pins read-only sandbox, and
  surfaces interactive approvals through the existing PermissionCard.
- Delete codex-sdk.ts and drop the @openai/codex-sdk dependency (and its 6
  prebuilt platform binaries); gate registration on 'which codex'.
- SessionManager: additive, optional dispose?() hook to kill the spawned
  process on evict/remove — a no-op for Claude/OpenCode/Pi (they don't
  implement it).

Also rework the Ask AI prompts (all providers, separate from the transport):

- Every mode now instructs the agent to answer the user's message directly and
  not launch an unprompted review of the context.
- Code review stops pasting the whole diff for git-reproducible diff types and
  instead tells the agent how to inspect it (git diff <base>..HEAD, three-dot
  for merge-base); non-git/PR/workspace types still paste.
- Claude gains the Bash tool so it can run git (still gated by approvals).
- The UI passes diffType/base (session) and what the user is viewing (per
  question) into the context.

Verified: full typecheck, full test suite (101 ai tests), and a live
end-to-end smoke against codex app-server.

* fix(review): pin AI approval card above the input/model bar

Render pending approval cards just above the input + provider/model bar in both the document chat (DocumentAIChatPanel) and code-review AI tab, instead of at the top of the scroll, so the user sees them where they act.

* fix(ai): harden Codex abort/cancel + add Ask AI Stop button

Addresses code-review findings on the codex app-server provider:

- turn/interrupt was sent as a notification (no id) so Codex ignored it and
  abort never took effect. It's now a proper JSON-RPC request.
- Filter turn events/approvals by turnId and reject an aborted turn's
  stragglers, so a stopped turn can no longer leak output into — or
  prematurely finish — the next turn (ask-stop-ask race).
- Guard listeners by query generation and end the drain loop on the abort
  signal, so a superseded/stopped turn can't touch the live one and abort
  returns promptly instead of waiting for turn/completed.
- Handle abort during startup: once the turn id is known, interrupt it
  instead of running it in the background.
- Add a sendAndWait timeout so a stalled (alive-but-unresponsive) process
  errors instead of hanging forever.
- Drain stderr (stdio 'ignore') to avoid a pipe-buffer deadlock.

Also add a Stop button to both Ask AI surfaces (plan/annotate
DocumentAIChatPanel and code-review AITab via ReviewSidebar). It replaces
Send while streaming and calls the hook's abort -> /api/ai/abort ->
session.abort(); the hook already exposed abort but nothing surfaced it.

* feat(ai): drive Codex models + reasoning levels from model/list

- Codex provider fetches model/list at startup (throwaway app-server, like
  Pi/OpenCode) and populates the real models plus each model's actual
  supportedReasoningEfforts + defaultReasoningEffort. Replaces the hardcoded
  model list and the static AI_REASONING_EFFORTS (which mislabeled xhigh as
  'Max' and omitted minimal).
- AIProviderBar + AIConfigBar now show the selected model's real efforts and
  hide the control when a model reports none. xhigh is shown verbatim.
- Fix: the Stop button now also appears in the populated code-review chat
  state (a prior edit missed the second GeneralInput due to indentation).

* fix(ai): scope Claude Ask AI Bash to read-only git; clear stale approval cards on Stop

- Claude Ask AI no longer auto-allows bare Bash (which ran arbitrary shell
  with no Allow/Deny prompt). Replace it with scoped read-only git rules
  (Bash(git diff:*), show, log, status, rev-parse, merge-base, ls-files).
  git reads auto-run so the agent can inspect large diffs itself; any other
  command (write git, arbitrary, or injected compound) falls through to the
  permission card. Keeps the git-inspect approach (large diffs don't fit in
  the prompt) while closing the auto-exec hole.
- useAIChat.abort() now drops still-undecided permission cards: abort cancels
  them server-side, so leaving them visible was a dead Allow/Deny.

* feat(ai): code-review Ask AI shares the agent-review prompt machine, delivered as user messages

Code-review Ask AI built its own diff description (gitInspectInstruction) in
the system prompt from just diffType+base, which was wrong for full-stack,
hide-whitespace, untracked files, and PR worktrees. Replace it with the same
machine the review jobs use, delivered on the user's messages.

- Server: buildCurrentAiReviewContext() reuses buildAgentReviewUserMessageForTarget
  (contextOnly) for the current view and ships it as aiReviewContext in every
  diff payload (/api/diff + switch/PR/scope). Mirrored in the Pi server.
- Client: review-editor latches aiReviewContext onto each question via the pure
  buildReviewContextPreamble (packages/ui/utils/aiPrompt.ts) and buildDefaultPrompt
  — full block on the first message / when the view changes (incl. after a
  provider switch via the !sessionId fresh-session check), a short reminder
  otherwise (never re-pastes a large diff).
- context.ts: delete the duplicate gitInspectInstruction; code-review system
  prompt is now role-only. Providers untouched (provider-agnostic user message).
- Tests: machine scenario gaps (plain PR, full-stack default, PR-worktree
  origin/<base> + stale-main warning, untracked mention, jj-evolog, workspace
  lines); composition (first/reminder, command/pasted, preamble ordering).

* fix(ai): agentic remote-PR context, UTF-8 stream decode, real Stop on supersede/disconnect

Addresses review findings on the Ask AI prompt work:

- Remote PR without a confirmed local checkout no longer gets URL-only. The
  agent is told it's in a PR worktree that's being prepared, to verify the PR
  files exist before relying on them, and to diff with git diff origin/<base>...
  HEAD (URL fallback). Inform + trust the agent rather than pasting. Shared
  machine, so review jobs get the same framing.
- Decode Codex stdout with a streaming TextDecoder instead of per-chunk
  toString(), so multi-byte UTF-8 split across chunks no longer corrupts into
  U+FFFD (matches the Pi provider).
- Stop now actually stops the server turn: ask() awaits /api/ai/abort when a
  new question supersedes a streaming one (awaiting avoids racing the new query
  into session_busy), and the /api/ai/query SSE stream gains a cancel handler
  so tab-close/navigation aborts the turn too. Both reuse the existing
  per-provider session.abort(); factored a shared postServerAbort helper.

* fix(ai): per-model reasoning effort, shared PR-checkout readiness, Stop-then-ask race, type hole

- Reasoning effort is now tracked per model (a map keyed by model) instead of
  one global value, so switching to a model that doesn't support the prior
  level (e.g. xhigh) no longer posts a stale/unsupported effort that Codex
  rejects. Each model keeps its own level; nothing leaks across.
- Extract resolvePoolCwd into packages/shared/worktree-pool.ts (ready/pending/
  absent) and use it from both servers' resolvePRLocalCwd so the readiness rule
  can't drift. Fix the Pi Ask AI helper to ready-check like Bun, so a warming
  PR checkout no longer claims 'checked out at PR head' and misdirects the diff.
- Stop-then-ask no longer races into session_busy: the abort promise (from Stop
  or a superseding question) is stashed and the next ask() awaits it before
  sending. Stop still kills the turn instantly; a follow-up just waits the one
  abort round-trip.
- Declare aiReviewContext on the initial /api/diff response type.

* fix(ai): surface real Codex error messages, skip transient retries, auto-deny permission escalations

Validated against codex-rs:

- Codex's ErrorNotification nests the text at params.error.message
  (TurnError.message); we read params.message → always 'Unknown error'. Read
  the nested field (top-level fallback) so auth/usage-limit/stream failures show
  their real, actionable text.
- Skip transient error notifications (willRetry=true): Codex retries on its own
  and the turn continues, so surfacing them flashed a spurious failure before
  the real answer.
- Handle item/permissions/requestApproval: respond {permissions:{}, scope:'turn'}
  — byte-for-byte Codex's own cancel response (codex_delegate.rs) — instead of
  'Unsupported request'. Ask AI is read-only, so denying the escalation lets the
  turn continue sandboxed rather than failing. Interactive grant deferred.

* refactor(ai): share AI provider/model config in one hook; aggregate paginated model/list

- Extract useAIProviderConfig (packages/ui/hooks): one home for provider/model/
  reasoning-effort selection — initial state, auto-resolve on capabilities load,
  per-model effort (no leak across models), and persistence. Both the plan and
  code-review apps now call it and only compose the session reset (the hook can't
  own reset without a cycle through useAIChat). Plan editor adapted to the
  effect-based resolve (adds aiDefaultProvider state). This fixes the plan
  editor's stale-effort-on-model-switch bug by construction and stops the two
  apps' copies from drifting again.
- fetchModels now follows model/list's nextCursor and aggregates every page into
  one list, so larger model catalogs aren't silently truncated (with a page
  guard against a misbehaving cursor).

Skipped per discussion: legacy v1 approval methods (we're a v2 client).

* feat(agents): per-agent review default; bound Codex model discovery so it can't stall the AI panel

- The selected review profile is now tracked per review engine (claude/codex/
  cursor/opencode) instead of one flat global value, so each agent keeps its own
  review default. Public hook API (reviewProfileId/setReviewProfileId) is
  unchanged — getter derives the current engine's value, setter writes it — so
  AgentsTab needs no changes. One-shot migration seeds every engine with any
  existing flat pick. Adds parseReviewProfileByEngine + tests.
- fetchModels (Codex model discovery) now uses a short 6s timeout for its
  initialize + model/list RPCs instead of the 30s default. /api/ai/capabilities
  awaits model discovery, so an installed-but-unauthenticated codex could
  otherwise block the AI panel for ~30s; it now falls back to the static model
  list fast. Authed codex is unaffected (discovery completes in tens of ms).
2026-06-28 09:58:09 -07:00
Michael Ramos e138c824aa feat(review): Cursor + OpenCode review engines (unified marker-review) (#959)
Add Cursor CLI and OpenCode as background code-review engines alongside Claude/Codex/Tour, unified behind a shared marker-review module (prose marker-block parsing, since neither CLI exposes a schema flag). Includes multi-provider dynamic model discovery, review-profile support, fail-closed parse/ingest, Bun+Pi parity, and the review UI (Provider picker, brand icons).

Hardening from review: per-job nonce on marker tags (prevents echoed/quoted tags from corrupting extraction), truncation fail-closed, async model discovery (never blocks the event loop), nested-slash model ids, shared finding types.
2026-06-24 14:35:52 -07:00
Michael Ramos affeaa07fc feat(review): custom reviews as Agent Skills + whole-file/general findings (#955)
Custom reviews: pick an Agent Skill and its SKILL.md body becomes the review prompt (read live from global skill folders, never copied; default review byte-identical). Agent findings can be a line, a whole file, or a general review-level comment, and are never silently dropped. Plus: agent-icon engine picker, icon-only file-header opener, semantic diff restored as its own dock panel, and a dead-code sweep.
2026-06-23 20:49:48 -07:00
Michael Ramos 740d6fb2eb Add WebTUI agent panel to annotate mode (#941)
* feat(annotate): add WebTUI agent terminal

* feat(annotate): wire WebTUI agent into annotate UI

* docs: recap annotate agent terminal work

* fix(annotate): harden agent terminal runtime

* docs: add annotate agent terminal runtime ADRs

* fix(annotate): polish agent terminal integration

* fix(ui): preserve comment draft on Ask AI failure

* fix(annotate): address terminal review findings

* fix(annotate): harden agent terminal runtime fallback
2026-06-19 09:04:15 -07:00
Josemi Liébana b7ef0756d9 fix(annotate): add /api/save-notes POST endpoint to annotate server (#884)
* fix(annotate): add /api/save-notes POST endpoint to both servers

Copies the save-notes route from the plan review server into the
annotate server (Bun source and Pi extension copy), enabling Save to
Obsidian in annotation mode.

Fixes #844

* test(annotate): add saveToObsidian unit tests and HTTP endpoint tests

Verifies saveToObsidian writes files correctly and handles missing
vaults. HTTP endpoint tests cover success, empty integrations, and
integration-level error (not 500).

Imports consolidation from ./integrations into a single statement.

* fix(annotate): normalize server port fallback

* refactor(server): extract shared handleSaveNotes handler, fix catch-block bug

Move the /api/save-notes logic into shared handler modules
(shared-handlers.ts for Bun, handlers.ts for Pi) following the existing
pattern for handleImage, handleUpload, handleDraftSave. Replaces four
inline copies with two canonical implementations.

Fixes:
- Bun annotate catch block now correctly returns 500 (was logging only)
- Misindented brace in Pi serverAnnotate.ts resolved by extraction
- Revert unrelated port fallback change (keep server.port! for consistency)
- Static imports in integrations.test.ts
- Add /api/save-notes to CLAUDE.md Annotate Server API table

* fix(opencode): inject annotate server starter instead of global mock.module

commands.test.ts mocked the annotate server with
`mock.module("@plannotator/server/annotate", ...)`. Bun module mocks are
process-global and cannot be unset (oven-sh/bun#7823, #12823), so the stub
leaked into every suite that runs after it — in particular any test that boots
the real annotate server received a stub with no `.url`.

Make `startAnnotateServer` injectable through the existing CommandDeps
(defaulting to the real import, so production is unchanged) and have the test
pass its stub that way. This keeps the fake local to the opencode suite and
unblocks real annotate-server integration tests.

* test(server): cover save-notes — handler unit tests + annotate e2e wiring

- shared-handlers.test.ts: unit-test handleSaveNotes directly (Obsidian write,
  empty integrations, integration-error reported not thrown, 500 on bad body).
- annotate.test.ts: boot the real annotate server and POST /api/save-notes,
  asserting it is served as JSON (not the SPA HTML catch-all) — the regression
  guard for #844. Now possible because the opencode suite no longer installs a
  global annotate module mock.

---------

Co-authored-by: Michael Ramos <mdramos8@gmail.com>
2026-06-16 21:38:39 -07:00
Yoni Hornstein 201ca11ec4 feat(config): support share toggle via config.json (#921)
Allow disabling URL sharing through ~/.plannotator/config.json
({ "share": "disabled" }) in addition to the PLANNOTATOR_SHARE
env var. Adds a resolveSharingEnabled() helper (env var > config >
default enabled) and routes all sharing checks through it across the
hook server, OpenCode plugin, and Pi extension. Docs updated.
2026-06-16 18:47:24 -07:00