Commit Graph

23 Commits

Author SHA1 Message Date
Michael Ramos c2950e709f fix: pre-release QA findings for 0.27.9 (#1405)
Fixes from the 0.27.9 pre-release review. Servers: an unreadable rendered-HTML root falls back to the startup snapshot on both runtimes with a once-per-process warning instead of hanging (Pi) or answering 500 (Bun); the version diff is recomputed against current bytes on reload and carried through the in-app Refresh instead of being dropped, with no history write on a GET. Client: a Refresh action on the compact touch shell; HtmlSurfaceControls renders Refresh independently of the eye; the dead HtmlSurfaceActions removed. Threading: one linear, cycle-safe reply resolution shared by the annotations panel, its sort, and the export (5,000-chain tests), PATCH ingest on both runtimes rejects self-references and cycles, nothing is ever dropped from feedback. WebMCP and viewer hygiene: bounded tombstone and request memories, per-instance minted ids, nudge id caps, waiter cleanup on unmount, a shared retry epoch for diagram blocks. Docs: HTML Refresh documented, the WebMCP design pointer fixed, marketing pages updated.

AI-assisted (Claude) under maintainer direction.
2026-08-27 15:23:28 -07:00
Michael Ramos 44611e5300 feat(ui): publish the HTML annotation seams hosts were hand-rolling (#1395)
Parity seams for hosts of @plannotator/ui, requested by Workspaces after the HTML annotation handoff: projectHostThreads and buildPersistedHtmlAnchor in @plannotator/core; HtmlViewer onUnanchoredChange completed over the annotations prop with a restore-keyed report so hosts can drop their mark-applied listeners; published useHtmlRefresh with a fetchSnapshot adapter; published HtmlSurfaceControls (eye, refresh, pen) with label overrides; AnnotationPanel unanchoredIds chip (wired for Plannotator too); HtmlViewer maxAdditionalTargets and scrollBehavior carried on the bridge; shortcuts and utils/inputMethod blessed as consumer exports. Plannotator's behavior is unchanged apart from the new Unanchored chip, verified by a real-browser A/B including the orphan and re-anchor cycle and by a combined cross-surface verification with #1394.

AI-assisted (Claude) under maintainer direction.
2026-08-27 07:35:22 -07:00
Leonardo Reis 6407ef5d97 feat(annotate): manual refresh of rendered HTML from disk (#1232)
Local rendered-HTML annotate sessions get a Refresh action beside Hide tools: the document is re-fetched through /api/doc, the sandboxed viewer remounts, annotations are re-anchored and the ones that no longer match are reported while their comments are kept, and stale diff and share state is reset. Maintainer additions on top of the contributor's work: share-link invalidation no longer keys on the resolver's identity, /api/plan and /api/share-html serve a local root HTML file from its current bytes on both runtimes so a reload does not revert the page under the annotations, the Refresh button keeps keyboard focus via aria-disabled, and the tests were hardened. Verified end to end in a real browser.

Thanks @leoreisdias.

AI-assisted (Claude) under maintainer direction.
2026-08-26 14:53:28 -07:00
Michael Ramos 6903d7a3dd feat(webmcp): expose plan review and annotate as WebMCP tools for browser agents (#1393)
Phase 1 of WebMCP support: a zero-dependency, feature-detected engine in packages/ui/webmcp plus a read-and-comment tool catalog for plan review and annotate (read_document, add_comments, update_comment, remove_comments, reveal, nudge_user, list_documents). No decision tools; the human approves. Zero footprint in browsers without document.modelContext (DOM, network, console, timers, and cookies identical to main), idle until called where the API exists, and never registered inside the annotate iframes. Adds an optional inReplyTo field on annotations for threaded replies. Client-only; no server changes.

AI-assisted (Claude) under maintainer direction.
2026-08-26 14:39:37 -07:00
Michael Ramos 67f47dbac1 fix(annotate): armed-mode interaction fixes from the v0.27.5 QA gate (#1363)
* fix(annotate): pre-release QA fixes for the armed-mode interaction seams

Six confirmed QA findings on the HTML/live annotate surface plus missing
pi-extension resync coverage:

1. Armed pinpoint drifted click (>4px, no selection) was swallowed AND
   leaked to the page: the always-on drag work armed the trailing-click
   suppression on drift alone. The mouseup arming site now requires the
   drag to have actually produced a text selection; drifted clicks pin
   normally and never reach the page. Bridge tests for armed drift,
   armed real drag, and Interact drift.
2. Esc ladder: hover-clear is no longer its own rung; clearing the
   pinpoint outline and posting annotate-exit happen on the same press
   when no draft is open. Draft-close keeps its own press.
3. Compact touch layouts no longer apply a restored toolsHidden:true
   chrome cookie (both header toggles are desktop-only, so applying it
   stranded the user); the cookie value is preserved for desktop.
4. The live-app probe now announces the static-conversion downgrade on
   stderr when a loopback probe fails, naming --app to force live mode.
5. Live-app export: page group headers are now '## Page:' with '### N.'
   entries nested below them; exports without pageUrl stay byte-identical.
6. Shift+1-4 mode shortcuts no longer fire while the annotation
   toolbar's type-to-comment listener owns printable keys, so typing
   ! @ # $ into a starting comment cannot silently switch modes.

Also adds the missing tests for the two resyncPhaseFromSession
executing->idle fallbacks that arm idleNoticePending (verified by
mutation: flipping either arm fails its test).

* fix(annotate): compact arm/disarm affordance, guarded shutdown, restored chrome guards

Follow-up scope from the forensics sweep, same surface:

- Compact touch layouts get Options-menu actions for the HTML/live
  surface: 'Annotate page'/'Interact with page' (the desktop pen and
  Mod+Shift+A were unreachable on touch, so every tap annotated with no
  way out) and 'Show tools'/'Hide tools' (the desktop eye). With the
  menu as the way back, the toolsHidden cookie now applies on compact
  again (desktop parity) instead of being ignored.
- The annotate servers' stop() now guards every disposal step
  individually (Bun: runGuardedShutdown, mirrored inline in Pi): a
  throwing agent-terminal teardown (#1314-class) no longer skips
  liveProxy.stop() and the other disposals after it. Unit-tested with a
  throwing disposer.
- Re-added the two regression guards dropped in the htmlHideTools ->
  htmlChrome test rename: the restore commit never writes stale
  pre-restore chrome values to the cookie, and the sidebar stays
  reachable via Mod+B while tools are hidden.

* fix(annotate): scope the Agent TUI display reset to display settings only

The Display popover's 'Reset terminal display settings' button also called
onSideChange('left'), durably overwriting a user's chosen right/hidden
placement in config.json with no disclosure — the label scopes the reset
to font/appearance. Position is a layout preference with its own explicit
segmented control right below, so the reset no longer touches it: the
button now resets exactly the display settings through the panel's one
sanitized update path, and the popover no longer has any code path from
reset to the side.

AgentTerminalDisplayPopover is now exported with a defaultOpen test seam
(the surrounding panel needs a live WebTUI session to render it); tests
assert reset restores the display defaults without firing onSideChange,
and that the Position control remains the explicit way to change
placement.
2026-08-21 08:55:30 -07:00
Leonardo Reis 81ecd67e75 feat(annotate): configurable Agent TUI placement with durable config and Hidden state (#1050)
* Allow annotate terminal to dock on either side

* Allow annotate terminal to dock on either side

* fix(annotate): persist Agent TUI preferences through the settings registry

The Position control introduced in #1050 stored its choice in a cookie via
hand-rolled helpers that bypassed the settings registry. Every annotate
session runs on its own random port, so a cookie is scoped to one session:
the placement silently reset on the next annotate. The sibling
`plannotator-annotate-agent-terminal-default` cookie (preferred agent) had
the same gap.

Both now follow the `conventionalComments` precedent exactly:

* `agentTerminalSide` and `agentTerminalDefaultAgent` join `SETTINGS` with
  serverKey/fromServer/toServer, reusing their existing cookie keys so a
  user who already picked a side keeps it across the upgrade.
* `PlannotatorConfig` gains both as flat keys (only diffOptions, theme,
  reviewAnalysis and prompts deep-merge in saveConfig), emitted from
  `getServerConfig()` behind an `isAgentTerminalSide` guard so a
  hand-edited config.json cannot advertise a side that does not exist.
* Both keys are added to the two /api/config allowlists: the Bun annotate
  server and the hand-mirrored Pi one.

The side vocabulary moves to @plannotator/core/agent-terminal (widened to
include the `hidden` state added next) so the registry can reach it without
closing an import cycle through ConfigStore; the ui util keeps its public
API by re-exporting.

Regenerates the pinned guide viewer manifest, which shifts by 0.1 KB gz
because the settings registry now reaches into core/agent-terminal.

AI-assisted (Claude) under maintainer direction.

* feat(annotate): add a Hidden Agent TUI position and extract its layout

Builds on the Left/Right Position control from #1050.

Hidden (third state of the Position control)

  Hidden is a durable preference that the Agent TUI is not part of this
  user's layout: nothing is docked, and choosing Hidden while the terminal
  is open closes it (from either surface that offers the control). It is a
  default, not a lock. The rail toggle, the Shift Shift shortcut and a
  message routed to the agent all still open the panel for the session, and
  none of them rewrites the preference, so explicit intent wins now without
  changing what happens next session. A `hidden` preference owns no dock
  edge, so a session open falls back to the historic left placement.

  Because the Position control lives inside the terminal's own popover, and
  Hidden closes that popover along with the terminal, the same control is
  now also in the Settings dialog (General tab, annotate mode). That is the
  way back from Hidden, and it also answers the review note that Position
  could not be preconfigured before the terminal was ever opened. It is
  gated on the terminal actually being available in the session so a remote
  or runtime-less annotate never offers a dead control. Both surfaces write
  the same `agentTerminalSide` config value and read it through ConfigStore,
  so they cannot drift.

  The existing transient hide affordances (header X, resize handle click and
  drag-snap, rail toggle, Shift Shift) are unchanged and stay session
  scoped. A running agent still stays mounted off-layout when collapsed, so
  hiding the panel never kills the PTY.

Review fixes

* Extract `getAgentTerminalLayout` from App.tsx into
  packages/editor/agentTerminalLayout.ts with a table test over
  {side including hidden} x {open} x {running} x {wideMode} x
  {belowBreakpoint} x {rightPanelOpen}, asserting the invariants that can
  actually regress: never docked on both edges, never visible below `lg` or
  in wide mode, a collapsed running terminal stays mounted zero-width on its
  own edge, and the right panel is suppressed exactly when a VISIBLE
  right-docked terminal holds the slot.
* Fix `aiSurfaceOpen`, which still read `effectivePanelOpen &&
  rightSidebarTab === 'ai'` after its siblings moved to
  `isRightPanelVisible`. A right-docked terminal visually suppresses the
  panel but left the Ask AI model-discovery effect firing for an invisible
  surface, which is exactly the eager provider work that gate exists to
  avoid. The layout computation is hoisted above the consumer so it can use
  the same fact the JSX does.
* Document the right-slot invariant at both coordination sites. The
  asymmetry is deliberate: the panel evicts the terminal (which keeps
  running off-layout, so reopening resumes the same session), while the
  terminal only suppresses the panel visually so dismissing it restores the
  user's place. Symmetry would make every short terminal detour cost the
  reviewer their open surface.
* Name the `useIsMobile(1024)` literal `AGENT_TERMINAL_LG_BREAKPOINT`, tied
  to the panel's own `hidden lg:flex`.
* Restore `hideAgentTerminal()` in the resize hook instead of the raw
  setter, and point the handle at the resolved placement.

AI-assisted (Claude) under maintainer direction.

---------

Co-authored-by: Michael Ramos <backnotprop@gmail.com>
2026-08-20 17:00:22 -07:00
Michael Ramos 2ca55c8332 feat(annotate): live local app annotation through a loopback reverse proxy (#1352)
* feat(bridge): additive live-mode gate + LIVE_BRIDGE_BOOTSTRAP

Adds the config-gated live branch to BRIDGE_SCRIPT: frame gate, pinned
parent origin, token-stamped postToParent, origin+token checks on both
inbound handlers, pinpoint-only clamp, vim and resize off, pageUrl on
ready, and coalesced page-change reporting for SPA history navigation.
With no config present (srcdoc) every branch is inert and behavior is
unchanged; the existing html-viewer suites pass unmodified as the
regression proof. LIVE_BRIDGE_BOOTSTRAP installs the annotation CSS
from the JSON config prelude before the IIFE runs. New package export
exposes the string constants without the React barrel.

* feat(ui): live-session parent side for proxied app annotation

useHtmlAnnotation gains a live option (origin + token validated before
parseBridgeMessage; token + concrete targetOrigin on every outbound
post) and a validated page-change message with onPageChange. HtmlViewer
gains src/liveSession/currentPageUrl/onPageChange: src-mode iframe with
no sandbox and no srcdoc, ready pageUrl handling, per-page restore
filtering with explicit clear-marks + re-sync on navigation, and one
postToBridge choke point for its direct posts. Annotation.pageUrl is
additive; exportAnnotations groups by page (with global numbering kept)
only when a pageUrl is present, byte-identical otherwise. AnnotationPanel
shows the page label; AnnotationToolstrip can hide the input switch.
The editor app wires mode annotate-app: full-viewport live surface,
forced pinpoint, vim off, diff/share hidden, pageUrl stamping.

* feat(server): loopback reverse proxy for live app annotation

Whole-origin mirror of a local dev server on a dedicated 127.0.0.1
port: streaming bridge injection (after the head open tag, before a
bare </head>, or appended; exactly one per document; 8-byte holdback
plus a state machine for tags split across chunks), header hygiene
(upstream Host rewrite, X-Forwarded-*, identity Accept-Encoding on
document intent only, hop-by-hop strip), CSP drop-and-replace with
frame-ancestors listing the editor origins, X-Frame-Options removal,
target-origin Location rewrite, byte-identical passthrough for assets
and encoded HTML (no injection, once-per-session diagnostic), SSE
streaming, and WebSocket passthrough with a bounded pending queue for
HMR. Host header validation runs before any upstream contact; the bind
is the literal loopback constant and the advertised-URL override is
never applied. Tests boot a fake dev server and cover injection,
hygiene, fidelity, WS echo, and the security posture.

* feat(annotate): annotate-app server mode + CLI live probe with remote hard-off

startAnnotateServer gains mode annotate-app and a liveApp option: it
throws under PLANNOTATOR_REMOTE, generates the per-session token,
composes the proxy-served bridge body (JSON config prelude with both
editor origin forms, localhost first, plus bootstrap and bridge
supplied by the caller so packages/server never imports
@plannotator/ui), starts the loopback proxy after the annotate port is
known, serves the live /api/plan payload (no rawHtml, no version
fields, sharing off), and stops the proxy with the server. Version
history and durable submission records stay excluded via the explicit
mode gate.

The CLI resolution probes loopback http URLs (3s, accept text/html)
and defaults them to live mode when the probe returns HTML; --static
forces conversion, --app forces live and fails loudly on non-loopback,
https, unreachable, or non-HTML targets; both flags are mutually
exclusive transport-shape flags never echoed in the tolerant handoff.
A live resolution under PLANNOTATOR_REMOTE is a startup failure
suggesting --static. OpenCode and Pi parsers are untouched this phase.

* test(live-annotate): protocol, server, and probe suites + smoke script + docs

htmlLiveProtocol.test.tsx covers the parent trust boundary (origin and
token rejection before parseBridgeMessage, token + targetOrigin on
every outbound post, validated page-change and ready pageUrl, per-page
restore filtering with full-list numbering) and the bridge live gate,
executed as the composed config + bootstrap + bridge body inside a
dedicated harness iframe so the srcdoc suites keep running the same
script uncontaminated in this process. annotate.test.ts gains
annotate-app cases (live payload shape, composed bridge served by the
proxy, no-history version endpoints, proxy stopped with the server,
remote rejection); annotate-live-resolution.test.ts covers the probe
matrix. The two post helpers now drop unmatched-targetOrigin posts
silently, matching browser semantics where some DOM environments throw.
Adds the manual Vite/Next smoke script and the AGENTS.md live app
annotation section (phase gate, security posture, limitations).

* test(annotate-cli): cover the CLI layer of the live app remote hard-off

Spawns the real CLI entry (async, so the in-process fake app can answer
the live probe) with PLANNOTATOR_REMOTE=1 against a loopback HTML
server and asserts the startup-failure exit with the --static hint.
Completes per-layer coverage of the three-layer hard-off (CLI exit,
server throw, unconditional loopback proxy bind).

* fix(live-annotate): harden the loopback trust boundary end to end

- isLoopbackHostname (now canonical in live-proxy.ts, re-exported by the
  CLI resolution) requires localhost, ::1, or a LITERAL 127/8 IPv4
  address: DNS names like 127.0.0.1.evil.example no longer classify as
  loopback, so neither the default probe nor --app can start a live
  proxy against an off-box origin.
- The live-eligibility probe judges the FINAL response URL: a target
  that redirects off its loopback origin falls back to the static
  pipeline (or fails loudly under --app) instead of opening a live
  session whose iframe immediately leaves the proxy.
- WS upgrades with a browser Origin not naming the proxy itself are
  refused, so a hostile page's cross-site connect is never laundered
  into the origin-less shape dev servers trust as a non-browser client
  (Vite CVE-2025-24010 class).
- /__plannotator__/bridge.js refuses cross-site/same-site
  Sec-Fetch-Site fetches: the per-session token is no longer readable
  via an off-origin script include on modern browsers.
- X-Frame-Options is stripped only on HTML responses (where
  frame-ancestors replaces it); non-HTML responses keep the app's own
  framing protection.
- Redirect Locations are re-anchored by loopback-host + port
  equivalence instead of a string prefix: alternate loopback spellings
  are now caught and lookalike ports (5173 vs 51730) pass through
  untouched.
- --app on a non-URL target fails loudly instead of being silently
  swallowed.

* fix(live-annotate): session correctness for SPA restores, origins, and pathful targets

- A live find-and-mark that resolves nothing keeps its record, seeded
  with unresolved placeholder targets from the durable anchor/text
  params, so the mutation-driven reconcile re-acquires the pin once a
  lazy route or data-dependent tree renders (SPA navigation no longer
  permanently drops pins). Srcdoc restores keep the fail-closed drop.
- The bridge posts every outbound message once per listed editor
  origin; the browser delivers only the one matching the parent
  document, so an editor opened at 127.0.0.1 instead of localhost no
  longer silently loses ready and every subsequent message.
- The advertised appUrl is the proxy under its localhost spelling with
  the target URL's own path and query: the framed app stays same-site
  with the editor, shares the dev app's host-only localhost cookies
  and storage, and a pathful target opens its page instead of the app
  root. The proxy still binds the 127.0.0.1 literal.

* ci(live-annotate): run the live protocol DOM suite; document the hardened posture

htmlLiveProtocol.test.tsx is DOM-gated and was absent from the
workflow's DOM_TESTS file list, so none of its trust-boundary
assertions ran in CI. Add it, and update the live-app section of the
project docs: literal-loopback gate, probe redirect rule, WS Origin
check, bridge.js delivery gate, localhost appUrl advertisement, live
restore resilience, and the remote-mode behavior change (loopback URL
annotate under PLANNOTATOR_REMOTE now exits asking for --static
instead of silently converting).

* fix(live-annotate): absorb the v0.27 mainline into the live session surface

Post-rebase seam work after replaying the branch onto main (v0.27.4 era):

- Route the bridge's unanchored-transparency report through postToParent so
  live sessions deliver it token-stamped to the listed editor origins; the
  raw '*' post main introduced for srcdoc would be dropped by the live
  parent's message authentication exactly where restores fail most. New
  live-harness test pins the contract.
- Extend the live remote hard-off to --tailscale sessions (flag postdates
  the branch): CLI startup failure + startAnnotateServer throw keyed on
  tailnetPublished, matching how the annotate agent terminal treats tailnet
  publication. Covered in annotate.test.ts and documented in AGENTS.md.
- Keep main's compact-touch input controls and effective mode/input values
  on the HTML surface while preserving the live pinpoint-only clamps.
- Regenerate the pinned guide-viewer manifest (CSS hash moved with the new
  UI classes; JS unchanged).

* feat(live-annotate): Interact/Annotate mode toggle for live app and raw HTML sessions

A live app session used to be unusable: the pinpoint capture-phase click
handler owned every click, so buttons, checkboxes, inputs, and links never
fired. One boolean mode now governs the HTML/live viewer surface:

- Interact: the bridge is fully passive. Pinpoint capture, hover outline,
  drag-selection toolbar, [data-annotate] clicks, and committed-highlight
  click interception are all gated behind annotateModeActive, so clicks,
  forms, text selection, and SPA navigation reach the page natively.
  Committed markers and highlights stay VISIBLE, and marker buttons keep
  their clicks (a marker click still opens its comment).
- Annotate: classic behavior, unchanged. Live sessions annotate exclusively
  via pinpoint while armed.

Control: a single bubble icon button in the editor header (icon never
changes; armed = accent + visible border, idle = transparent border of the
same width, so the box is pixel-identical in both states), plus a subtle
inset accent ring floated over the viewer while armed (pointer-transparent,
no layout shift). Keyboard: Mod+Shift+A through the shortcut registry
(html-annotate scope; the bridge mirrors the chord inside the iframe and
forwards it over the authenticated postToParent path). Esc gains a final
ladder rung: draft closes first, then the hover outline clears, then Esc
exits Annotate back to Interact (bridge posts annotate-exit; a parent-side
listener covers Esc with editor focus). The parent owns the mode and pushes
it with the same re-post-on-ready pattern as set-input-method, so it
survives live page changes, HMR reloads, and bridge re-injection without
ever reloading the iframe.

Defaults: live app sessions START in Interact; static/raw HTML sessions
START in Annotate (today's behavior preserved, and the srcdoc bridge default
keeps behavior byte-identical when no set-annotate-mode ever arrives).
Session-only state, no persistence. Vim navigation is available only while
Annotate is armed.

Covered by new bridge-harness and parent-side DOM tests in
htmlLiveProtocol.test.tsx and htmlPinpointProtocol.test.tsx: Interact
pass-through, armed capture, the Esc ladder order, mode survival across
re-injection, marker clicks in Interact, and both defaults.

* feat(live-annotate): pinpoint-armed default, always-on drag comments, comment-only HTML surfaces

Simplifies the Interact/Annotate design after live review. The new
contract replaces the previous one where they conflict:

- BOTH surfaces (raw HTML and live app) now START ARMED with pinpoint;
  the live-session Interact default is gone. Esc keeps the ladder
  (close draft, clear hover, then exit to Interact) and the header
  toggle re-arms. The bridge also paints the pinpoint cursor at init
  instead of waiting for the parent's first round trip.
- The header toggle is a PEN icon: the old bubble sat next to the
  annotations-panel bubble and the two were indistinguishable. Same
  box geometry (armed = accent + visible border, idle = transparent
  border of identical width), aria-pressed, Mod+Shift+A, and the
  armed ring over the viewer are all unchanged.
- Text drag-selection commenting is ALWAYS live on HTML/live surfaces,
  in BOTH states: the selection pass is ungated from annotateModeActive
  and from the pinpoint input method. In armed pinpoint, click = pin an
  element and drag = select text, simultaneously; the >4px drag arming
  decides which one a gesture was, a completed drag's trailing click
  never re-pins (one-shot dragEndedClick), and a plain click is never
  swallowed (the pass only acts on a real selection and never
  preventDefaults). Esc in Interact still closes an open drag draft
  before yielding to the page.
- HTML/live surfaces are COMMENT-ONLY: useHtmlAnnotation clamps
  redline/quickLabel (both the host mode and a bridge-posted
  modeOverride, so a hostile page cannot force a DELETION), the
  selection toolbar drops Delete and quick labels behind a new
  commentOnly seam on AnnotationToolbar, and the quick-label picker
  portal is gone from HtmlViewer. Markdown surfaces keep the full
  toolbar, and persisted DELETION annotations still restore.
- The "Show tools"/"Hide tools" header button is removed. It hid the
  floating toolstrip (now gone from HTML surfaces entirely: with
  comment-only plus both input paths live there is nothing left to
  switch), the collapsed sidebar tab flags, and the viewer's floating
  action cluster (attachments + global comment + version-diff toggle),
  all of which are now always visible. htmlChrome persistence keeps
  only the sidebar/panel state; an old cookie's toolsHidden flag is
  read tolerantly and ignored, so a stale record cannot strand a user
  with hidden chrome and no way back.
- HTML surfaces pin the viewer input method to pinpoint (the drag/
  pinpoint switch is meaningless when both are live); the Alt input
  switch no-ops there. Vim stays armed-only, as built.

No server, proxy, or protocol-security changes; the armed flag stays
session-only.

Tests: the live-bridge harness is reworked around the armed default
(forged-DISARM posture, drag-selection passes in armed and Interact,
the trailing-click guard), the pinpoint suite covers the comment-only
toolbar and the redline/quickLabel clamp at the trust boundary, a new
AnnotationToolbar.commentOnly seam test guards both surfaces'
toolbars, App.htmlChrome.test.tsx replaces App.htmlHideTools.test.tsx
(no tools button, stale-cookie tolerance, pen armed default), and the
htmlChrome tests cover the narrowed persisted shape.

* feat(live-annotate): collapsible floating controls cluster

The simplification removed the Hide tools toggle, which left the floating
comment/attachments cluster permanently over the page. Restore a hide
affordance on the cluster itself: a collapse chevron shrinks it to a small
expand pill in the same corner, so the page is never obstructed without a
way back. Collapsed state persists with the rest of the HTML chrome cookie
(sidebar/panel), tolerantly read. Hosts that do not wire the toggle
(readOnly viewers, review-editor panels) are unchanged.

* feat(live-annotate): header Show/Hide tools replaces the collapse pill

The collapse pill was a half measure: it left its own artifact over the
page and the sidebar tongue tabs stayed. Revert it and restore the real
thing as a header control: an eye toggle immediately left of the pen that
removes ALL floating chrome over the page from the DOM (sidebar tongue
tabs + the comment/attachments cluster), leaving nothing behind. The
toggle lives in the header, so a hidden state always has a way back,
which also makes honoring a persisted (or pre-existing) toolsHidden
cookie safe again.
2026-08-19 10:44:21 -07:00
Michael Ramos 8e88dcec8c fix: v0.27.2 pre-release QA batch (mobile TOC, dialog bounds, seed guard) (#1311)
* fix(plan): make the compact TOC scroll the document again

The compact navigator overlay rendered outside App's ScrollViewportProvider,
so the TableOfContents it hosts resolved a null viewport and every "jump to
heading" tap was a silent no-op on phones. The provider is context-only, so
hoisting it above the overlay fixes the lookup without touching desktop DOM
structure or order.

* fix(plan): scope the permission-mode chooser to plan review and bound its card

The one-time chooser fired in every non-goal-setup Claude Code session, so
annotate, annotate-last, annotate-folder and archive reviewers got a blocking
dialog about what happens after plan approval. Gate it on plan review, which
is the absence of a mode field in the /api/plan payload.

The card itself was hand-rolled with no height cap and no internal scroll, so
on a short landscape phone it overflowed both edges of a modal that has no
dismiss control. Give it the same bounded shell the sibling one-time dialogs
use: safe-area padding, a visible-viewport max height, and the option list as
the only scrolling region. Content and cookie behavior are unchanged.

* fix(review): never seed Tree over a persisted panel view

The first-run initializer gated only on the setup-seen cookie, but sessions
that never reach it (non-git, workspace, PR, no since-base) still let Settings
persist a panel view. A reviewer could hold an explicit Git status choice with
"seen" unset, and the next plain git session seeded Tree over it. Treat a
persisted view as the decision: consume the one-time setup and write nothing.

* fix(comments): give the geometry-forced composer a working Escape

When the anchor has no room the position tracker forces dialog mode. On a
fine-pointer viewport Escape took the collapse branch, the tracker instantly
re-forced the dialog, and the keystroke was eaten; the Collapse button bounced
the same way. Track forced expansion separately from the preferred kind: in
that state Escape closes (draft-preserving) and Collapse is hidden, because
collapsing is geometrically impossible.

* fix(review): stop the compact Editor tab editing the desktop diff style

The dock's Split/Unified control returns null under the compact touch layout,
but the Settings copy of it kept rendering while the phone showed the
session-only unified diff. It looked dead and silently rewrote the persisted
desktop preference. Hide it on compact and state what the session is doing;
the prop defaults to false, so the plan editor and desktop are untouched.

* fix(portal): give the share portal the mobile app shell

The portal mounts the same plan editor App as the hook but kept the pre-mobile
entry document: no viewport-fit=cover (so every safe-area token was inert) and
a min-h-screen body without the shell's scroll ownership. Mirror the hook's
body class, root class, and viewport meta, and extend the entry-asset pin to
cover the portal alongside them.

* fix(plan): keep compact overlays out of the printed document

The compact plan stage and the compact navigator are full-viewport transient
surfaces with no print-hide marker, so printing on a touch device with
Annotations, Ask AI, Versions or Archive open clipped the document behind
them. Mark both with data-print-hide, which print.css already hides. The
desktop rail is untouched.

* fix(plan): give the selection toolbar real touch targets

Copy / Delete / Comment / quick label / looks-good / Cancel measured 28x28
with 2px gaps on a phone because the toolbar never got the touch-target
markers the rest of the stack uses. Stamp them on its buttons and add a
compact-scoped gap so adjacent destructive and comment actions are not a
mis-tap apart. Both are inert outside the compact scope, so desktop geometry
is unchanged.

* docs: keep the new QA-batch comments free of em dashes
2026-08-13 11:35:00 -07:00
Michael Ramos 27791a6fba Mobile Phase 2B: Plan shell and navigation (#1303)
* feat(editor): add compact plan navigator

* feat(editor): simplify compact plan chrome

* fix(editor): close compact navigator after file selection

* feat(editor): add compact plan review surfaces

* fix(editor): hold navigator through cold file loads

* fix(editor): preserve desktop diff activation
2026-08-13 09:38:14 -07:00
Michael Ramos e181b824cc Mobile-safe plan and code comment composition (#1297)
* feat: harden mobile comment composition

* fix(ui): keep mobile app inside Safari viewport

* docs: record physical mobile triage

* fix(ui): extend plan canvas behind Safari controls

* fix(ui): let mobile plans drive Safari chrome

* fix(ui): release Safari top edge on mobile plans

* docs: triage mobile feedback and close phase 1b

* fix(ui): harden compact touch behavior
2026-08-13 08:58:55 -07:00
Michael Ramos d53cbfb373 fix(annotate): enforce archive read-only surfaces (#1171)
* fix(annotate): enforce archive read-only surfaces

* fix(archive): close remaining read-only leaks
2026-07-31 17:23:44 -07:00
Raúl 9a450a69e7 feat(annotate): preserve notes on structured approval (#1092)
* 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

* feat(annotate): preserve notes on structured approval

* test(pi): use exact annotate outcome import

* 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

* fix(annotate): parse linked docs with the render-side frontmatter rule on export

buildCompleteAnnotateFeedback re-parsed each linked document with
parseMarkdownToBlocks(entry.markdown) — no options, so frontmatter
stripping defaulted on. The render side parses with
{ frontmatter: shouldStripFrontmatter(path) }.

For plain-text linked docs (.yaml/.json/.toml/…) a leading `---` is real
content, not frontmatter: a multi-document YAML opens with it. Stripping
it on the export side shifted every block id, so ordinary Send Feedback
and deny emitted wrong `(line N)` labels — or dropped them entirely when
the annotation's block no longer existed.

Pass the same shouldStripFrontmatter(filepath) option at the export call
site so both sides agree.

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

* fix(annotate): carry the message scope through approve-with-notes

/api/feedback forwards selectedMessageId and feedbackScope; /api/approve
dropped them. Pi resolves the anchor message from those fields, so notes
delivered on the approve path anchored to the last message instead of the
one the reviewer picked in a multi-message annotate-last session — while
Send Feedback in the same session anchored correctly.

Forward both fields on the approve path in the Bun and Pi servers, and
have the client build the approval body with the same scope resolution
Send Feedback uses (extracted as getFeedbackMessageScope so the two can
no longer drift).

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

* docs(annotate): tell agents an approval may carry notes

The skill and slash-command files still described `"decision": "approved"`
as "acknowledge and stop", with no mention of the feedback field the gate
can now attach — so an agent reading them would silently drop the
reviewer's approval notes.

Update the Claude core/claude skills, the Copilot commands, the Gemini
annotate command, and the annotate command reference so the approved
branch names the optional feedback field and says what to do with it:
carry it into subsequent work, do not treat it as a change request.

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

* docs(annotate): document the real approvedWithNotes default

The default annotate.approvedWithNotes template is
`{{contextBlock}}{{feedback}}`, not `{{context}}` on its own line, and
{{contextBlock}} was missing from the variable table entirely.

Show the actual default, add {{contextBlock}} to the variable table, and
explain why the default prefers it: it collapses to nothing for message
annotations instead of leaving a stray blank line.

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

---------

Co-authored-by: Michael Ramos <mdramos8@gmail.com>
2026-07-26 21:09:28 -07:00
Michael Ramos d3c9de1ef0 Fix annotate terminal startup in large folders
Avoid starving folder annotate sessions by excluding agent work directories and capping folder file-browser scans. Improve the annotate WebTUI panel startup/stop behavior.
2026-07-08 12:33:12 -07:00
Michael Ramos ca34a8bbf7 Migrate @plannotator/ui to Base UI (0.23.0) (#1013)
* chore: restore packages/core workspace entry missing from bun.lock

#957 merged without its bun.lock update; fresh installs couldn't
resolve @plannotator/core workspace links.

* chore(ui): install @base-ui/react alongside radix; migration assessment

* feat(ui): migrate badge to Base UI (Slot -> useRender, asChild -> render)

* feat(ui): migrate button to Base UI Button primitive (asChild -> render)

* feat(ui): migrate tabs to Base UI (Trigger->Tab, Content->Panel, data-active)

* feat(ui): migrate dialog to Base UI (Overlay->Backdrop, Content->Popup)

* feat(ui): migrate dropdown-menu to Base UI Menu + sweep both consumers

* feat(ui): migrate Popover wrapper to Base UI (Positioner model; drop PopoverAnchor)

* feat(ui): migrate Tooltip wrapper to Base UI, public API preserved

* feat(ui): migrate PopoutDialog to Base UI (non-modal + reason-based dismissal guard)

* feat(ui): remove all @radix-ui dependencies — package is fully Base UI

* chore(ui): 0.23.0 release notes — Base UI engine, drop tailwindcss-animate peer

HANDOFF.md documents the engine swap for the Workspaces consumer:
dependency changes, 11 breaking/behavior items, what did not change.
Version bumped to 0.23.0; publish stays owner-gated.

* docs(ui): record browser smoke results in migration report

* fix(ui): self-review findings — caret Base UI range, Button type default documented, PopoutDialog focus-out guard hardened

- @base-ui/react 1.6.0 -> ^1.6.0: a consumer's own Base UI install must
  dedupe with ours or portals lose context across copies
- HANDOFF item 12 + button report: Button now defaults type="button"
  (implicit form submit is a consumer-only breaking change)
- PopoutDialog: guard both event.target and relatedTarget on focus-out —
  blur-shaped events carry the annotation toolbar in relatedTarget

* docs(ui): record human hand-verification pass in migration report

* feat(ui): 150ms exit fade on popovers + prefers-reduced-motion for all Base UI popups

Popover enter/exit unified on starting/ending-style transitions (the
popover-enter keyframe only existed in review-editor CSS — plan-app
popovers had no enter animation at all). Reduced-motion rule in theme.css
covers dialogs, menus, popovers, tooltips in both apps.
2026-07-07 12:32:51 -07:00
Leonardo Reis 73cd4b121d feat(annotate): add sidebar shortcuts (#986)
* feat(annotate): add sidebar shortcuts

* fix(shortcuts): double-tap requires solo presses

The double-tap engine counted ANY two keyups of the tracked key within
the window, so the new Shift Shift agent-terminal toggle fired during
ordinary Shift usage: typing two capitalized words, extending a
selection with two Shift+Clicks, or pressing this PR's own Mod+Shift+B
twice. A tap now only counts when the key went down and came up alone —
any other keydown, a pointer interaction mid-press, or another modifier
held at release breaks the press and resets the sequence. Also honors
the binding's preventDefault flag in the double-tap path (it was a
silent no-op).

---------

Co-authored-by: Michael Ramos <mdramos8@gmail.com>
2026-07-06 19:13:12 -07:00
Michael Ramos f9ff55bfe0 feat(annotate): show annotation count badge in plan/annotate header (#979)
The plan-review and annotate apps share AppHeader, whose annotations
toggle had no count badge — unlike the code-review app's equivalent
button. Add a numeric badge (capped at 99+) driven by the existing
feedbackAnnotationCount, so both surfaces now surface how much feedback
is pending. Closes the parity gap with the code-review header.
2026-06-29 15:12:43 -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
Michael Ramos 9ed3ba8937 feat(editor): markdown edit mode — direct document editing with diff-to-agent feedback
Adds direct markdown editing, source-backed annotate saves, folder edit buffers, and review-hardening fixes.
2026-06-16 16:35:51 -07:00
Michael Ramos c23df4db43 UI 2.0 visual refresh + HTML-render annotate (strictly UI, off main) (#863)
Extracts the UI 2.0 visual refresh and the HTML-render annotate feature onto main, standalone (no daemon). Faithful copy of feat's UI/HTML logic with the standalone transport kept.
2026-06-08 17:03:41 -07:00
Michael Ramos dbe2d6e4cb Replace update banner with passive dot indicator in Options menu (#793)
* Replace persistent update banner with passive dot indicator in Options menu (#790)

The floating update banner that appeared every session is removed. Update
availability is now surfaced as a small dot on the Options button that
auto-dismisses (cookie-persisted per version) when the menu is opened.
The version section inside the menu shows install command and release
notes when an update exists.

* fix: restore ActionMenuSectionLabel import in both header menus

* Add TextShimmer to update notice and simplify menu version section

- Add reusable TextShimmer component (motion-primitives adaptation)
- Add reusable BorderTrail component for future use
- Shimmer "New update available!" text in the Options menu
- Simplify button to plain text link in emerald
- Remove Project repo link, make "Plannotator" header link to repo
2026-05-25 12:09:42 -07:00
Michael Ramos 2a5528693f Add Ask AI to plan and annotate reviews (#763)
* Add Ask AI to plan and annotate reviews

- mount shared AI runtime on plan, annotate, review, and Pi servers

- add shared document chat UI and comment-popover Ask AI entry point

- default providers from detected agent origin and document first-run announcement

- reuse shared code-review AI hook and document setup/docs

* Address Ask AI review followups

Stabilize AI chat session resets and callbacks, preserve per-origin provider defaults, share AI chat formatting utilities, and avoid blocking startup on model discovery.

* Fix AI permission details and Pi CLI lookup

Show formatted tool input in document AI permission cards and make Pi AI provider CLI detection work on Windows.

* Fix Pi model discovery in AI capabilities

Keep AI runtime startup non-blocking while making the capabilities endpoint await pending Pi/OpenCode model discovery before returning provider metadata.
2026-05-21 01:32:17 -07:00
Michael Ramos 82636e1286 Add interactive goal setup UI (#731)
* Add interactive goal setup UI

* Refine goal interview skip and question flow

* Fix review findings: recommendation combo, option-only recs, single deselect

* Persist goal setup working JSON files

* Refine goal setup copy and facts controls

* Remove generated goal package from PR

* Address goal setup review issues

* Remove goal setup slash command adapters

* Disable fact comment attachments

* Fix goal setup fact comment state

* Address goal setup review cleanup

* Fix goal setup fact submission edge cases
2026-05-18 08:39:29 -07:00
Michael Ramos f4493fc6ff Optimize plan editor rendering (#696)
- Replace blocks/frontmatter useState + useEffect with useMemo (eliminates mount cascade)
- Migrate toast notifications from React state to Sonner (App no longer re-renders for toasts)
- Extract AppHeader component with React.memo (header no longer re-renders on unrelated state changes)
- Fix color transition flash on initial load (suppress global * transition until mount settles)
- Add Tailwind @source path for new editor components directory
2026-05-11 08:55:18 -04:00