112 Commits

Author SHA1 Message Date
Michael Ramos 94d4360242 feat(review): hover card trigger settings and first-run introduction (#1462)
* docs(review): design the token hover card trigger settings and announcement

* feat(review): token hover card trigger settings and first-run announcement

Hover-for-everyone is a good default and a bad only-option. Two cookie-only
settings now cover the three complaints it produces, and a one-time dialog
puts the choice in front of the reviewer once.

- @plannotator/core/token-hover (shimmed to shared): TokenHoverTrigger
  (hover | modifier | off), TokenHoverDelay (200 | 350 | 700), and the
  migration that reads the old tokenHoverCards boolean once.
- settings.ts: tokenHoverTrigger REPLACES tokenHoverCards rather than sitting
  beside it, so there is no unreachable enabled-but-off state. A legacy
  `false` resolves to `off`; the legacy cookie is read, never written, so a
  downgrade cannot silently re-enable cards for someone who turned them off.
- useTokenHover: an options argument, { mode, delayMs }. In modifier mode the
  Alt gate sits ahead of the dwell timer, the cache read and every piece of
  state, so a hover with the key up costs one boolean read. Pressing Alt while
  already parked on a token opens the card (a key press fires no pointer
  event, so the last enter is remembered); releasing it starts the same leave
  grace, except while the pointer is inside the card; window blur clears a
  stale held flag; and typing owns the key, since Alt+Backspace and Alt+arrow
  are word-editing chords. The three listeners exist only in modifier mode, so
  hover mode is byte-for-byte what shipped.
- The diff views are untouched: their prop signatures are unchanged, which
  matters because both are compiled into the portable guide viewer. `off` is
  still enforced in App by withholding the handler props entirely.
- TokenHoverAnnouncementDialog: last in the first-run chain, compact, with a
  radio group that applies the trigger immediately so Done and Escape both
  mean "accept what is selected". It skips a session where cards cannot run
  without consuming its cookie, and never shows to a reviewer who already has
  a non-default trigger.
- Settings > Review Display: the toggle becomes a trigger segment plus a delay
  segment, the delay inert while the trigger is off.

Click behavior is deliberately untouched. Cmd/Ctrl+click and Alt+click both
still open the References panel; every gesture on a token is already spoken
for, and the modifier mode delivers what a click mode would be wanted for.
Alt rather than Cmd because Cmd/Ctrl+hover already paints the navigable-target
affordance, and Alt is spelled the same on every platform. Reasoning and the
rejected controls are in DESIGN_hover-settings.md.

The guides.show viewer manifest moves with this: the settings registry is in
the portable viewer's graph.

* fix(review): hover card review findings, M1/M2 and minors

M1 stale pointerInCardRef. onCardEnter set "the pointer is inside the card"
and only onCardLeave cleared it, but a scroll-close or a window blur unmounts
the card UNDER the pointer, so no leave ever arrives. The flag then stayed
true for the rest of the session and every later Alt release was ignored as
"they are reading the card", leaving cards stuck open. close() now resets it,
which covers the blur path too since onBlur closes.

M2 Alt+click double surface. handleCodeNavRequest closes the hover first, so
EVERY route into the References panel is covered by one line: Cmd+click,
Ctrl+click, the Alt+click alias, and the card's own location links. It sits
ahead of the no-checkout early return, because a click that cannot resolve
must still dismiss the card it was made on top of. This also repairs the
overlap #1461 shipped with, where a click on a token whose card was open or
mid-dwell left both surfaces on screen; close() cancels the pending dwell and
aborts an in-flight request, so a click during the dwell can no longer resolve
into a card behind the panel. Alt+click is where this is routine rather than
incidental: in modifier mode the alias and the trigger share the key.

Minors:
- The announcement's featureAvailable is LATCHED at the first post-load
  render, like guideIntroEligibleRef. canUseLiveWorkspaceActions changes on
  mid-session diff switches, so an unlatched read could pop the dialog over
  work in progress or yank an open one away mid-read.
- resolveTokenHoverAnnouncementPending is pure again, like its editMode
  sibling. The cookie write that retires the announcement for an
  already-decided reviewer moved to shouldConsumeTokenHoverAnnouncement,
  called from an App effect: a state initializer can run more than once, and a
  getter that writes storage goes unnoticed until StrictMode double-invokes it.
- The migration is documented as what it is. fromCookie RE-READS the legacy
  key on every load until the user touches the setting, because a migrating
  read returns a value and so never triggers the registry's default-seeding
  write. Resolution is pure and identical every time, so the repeated read
  costs one lookup and cannot drift; seeding inside a getter was rejected as
  more code for no behavioral gain. DESIGN §7, the settings comment and
  AGENTS.md all say this now instead of claiming a one-time seed.
- SegmentedControl builds its classNames from a filtered array (no double or
  trailing spaces) and only puts `disabled` on the button when true.

Nits: the Cmd-only copy in the dialog note and the Settings row is now
platform-aware through a new modKeyWord export ('Cmd' / 'Ctrl'), which is the
prose spelling modKey's glyph cannot serve; and the dialog's radio group
follows the WAI-ARIA roving-tabindex pattern, so Tab enters and leaves it as
one stop while arrows move the selection and wrap.

Tests: M1's exact reviewer sequence (hold Alt, open, pointer into card,
scroll-close, hover another token, release, assert it closes after the grace)
fails without the reset; the References-handoff mechanism (open card gone,
pending dwell cancelled, in-flight request aborted) is behavioral in the hook
suite, and codeNavHoverHandoff.test.ts pins the App wiring at source level the
way iframeIsolation does, failing without the closeTokenHover call. Also: blur
clears the held state, arrows move the radio selection, and the announcement
latch no longer writes.

The dialog suite additionally seeds its trigger cookie: configStore is a
process-global singleton whose loadFromBackend keeps the in-memory value when
the new backend is silent, so an unseeded map inherited another file's last
write. The new roving-focus test is what surfaced that.

* fix(review): dialog footer names the real Settings tab (Editor, not Review Display)

* feat(review): jumbo hover card announcement, and rename the feature to Hover cards

The announcement was too plain for a first-use dialog. It now uses the repo's
big-format shell (max-w-5xl, badge/title/description header, a 1.1fr/1fr body
that collapses to one column under 820px, footer with the Settings pointer and
one action), matching EditModeAnnouncementDialog and
LookAndFeelAnnouncementDialog.

The left column, where the Edit Mode dialog plays its recording, is a worked
example: a three-line strip of diff with `charge` shown under the pointer, and
below it a hover card reproducing the real card's anatomy in the order
TokenHoverCard renders it (name plus kind badge, approximate signature with its
matched-line marker, doc line, Defined at, a reference sample ending in the
overflow line). It is JSX over the existing theme tokens rather than a bitmap,
so it is crisp at any DPI, follows the active palette in both light and dark,
and cannot go stale against a card whose anatomy changes. It is decorative:
the whole block is aria-hidden, carries nothing focusable, and every fact it
shows is also stated in the prose beside it.

The right column is unchanged in behavior: the same three-option radio group,
the same immediate apply, the same roving-tabindex keyboard model, and the
click-behavior note (now also carrying the ripgrep requirement, which the
Settings row already stated). The footer keeps the Editor-tab destination
d04cfce5 corrected.

Rename: the user-facing name is "Hover cards" everywhere a reader meets it, in
the dialog title and the Settings heading. "Token" described the
implementation's unit rather than the thing the reviewer points at, and in an
app full of annotations "token hover card" invites reading it as a kind of
comment card. Every internal identifier is untouched: tokenHoverTrigger,
tokenHoverDelay, the cookie keys, the hook and component names, and the
data-token-hover-* test ids all keep their spelling, so there is no migration.

Tests: the behavioral assertions are unchanged (once-ness, radio applies,
dismiss and Escape keep the choice, arrows move selection), plus one that the
example block is aria-hidden and holds nothing focusable, because read aloud it
is a wall of invented identifiers that says nothing about the choice on offer.

The guides.show CSS bundle hash moves with this: Tailwind scans source for
class names, and the example introduces utilities the shared stylesheet did not
carry. The JS bundle is unchanged, as expected for an app-side dialog.

* feat(review): make the announcement example a live try-it on the real card

The example was a hand-drawn impression of a hover card. A fork of that markup
drifts from the shipped card the first time either changes, which is exactly
what an example is supposed to prevent. It is now the real thing, and it is
interactive: the `withRetry` token in the strip is genuinely hoverable, and
resting on it opens the REAL TokenHoverCard through the REAL useTokenHover, so
the reviewer feels the actual dwell, leave grace and Alt gate before committing
to a setting.

Nothing is reimplemented. Three thin seams carry it:

- useTokenHover gains `resolve`, defaulting to the POST /api/code-nav/hover it
  always did. The try-it returns a hardcoded CodeNavHoverResponse instead. This
  is the ONLY fixture: a demo must not search the reviewer's repository for a
  symbol they never asked about, and a second copy of the dwell/supersession/
  grace logic would drift. The resolver is read through a ref so an inline
  literal cannot re-arm the hook's callbacks every render.
- TokenHoverCard gains `layerClassName` (default `fixed z-[60]`, unchanged).
  The card portals to <body> like every instance, so the one thing its host has
  to be able to say is which stacking context it belongs in; the try-it puts it
  at z-[110], above the z-[100] modal it is demonstrated inside.
- TokenHoverCard gains `inert`, which drops the location buttons out of the tab
  order. The try-it has no References panel behind it, so they lead nowhere.

The card body was extracted to TokenHoverCardContent so the positioned wrapper
and any other host share one copy; every class, section and separator is the
same markup the live card renders, not a duplicate.

The hovered token wears the diff pane's own underline treatment, now defined
once in tokenHoverStyles.ts: usePierreTheme serializes it into Pierre's shadow
stylesheet as `.pn-token-hover`, the dialog applies the same declarations as a
style object. Two consumers, one definition.

The try-it reads the LIVE setting rather than a prop, so flipping the radio to
"While holding Alt" makes the demo behave that way immediately and "Off" makes
it do nothing and closes any open card. That is the honest preview of each
choice, which is the point of putting the control next to the demo.

Because it is interactive it is labeled rather than hidden: the region carries
role="group" and an aria-label, the visible prompt line ("Try it: rest your
pointer on withRetry") carries the meaning, and only the mock code lines stay
aria-hidden, since read aloud they are a wall of invented identifiers.

Tests: hovering the token opens the real card (asserted through the component's
own data-token-hover-card marker) with the fixture's symbol and definition path
after the dwell and not before; the try-it obeys the live trigger, so under
"Hold Alt" a rest opens nothing until Alt goes down, and choosing Off takes an
open card away; and the region is labeled while its mock code is hidden. React
synthesizes onPointerEnter from pointerover, which is what the tests dispatch.

The guides.show viewer hashes move on both halves: usePierreTheme is in the
viewer's graph and now imports the shared style module (JS), and the try-it
introduces Tailwind utilities the shared stylesheet did not carry (CSS).
Budgets are unaffected (395.7 KB gz of 400).

* fix(review): the try-it fixture names the token the prompt asks you to hover

Two defects the browser capture caught, both invisible in the DOM tests.

The prompt said "rest your pointer on withRetry" and the card that opened was
titled `charge`: the fixture still described the symbol from the earlier static
example. It now describes withRetry, and takes its name from EXAMPLE_SYMBOL so
the prompt and the card cannot disagree again.

The hovered token sat mid-line, and the card anchors at the token's left edge
and is 400px wide, so it opened across the radio column the reviewer is meant
to be reading. The token now leads the line, which keeps the card inside the
example's own column.

* feat(review): the hover card modifier gate is Cmd (Ctrl), not Alt

Maintainer ruling. Two reasons, both recorded in DESIGN_hover-settings.md §4.1
in place of the old Alt argument:

- Alt is very commonly bound to push-to-talk dictation, so an Alt-held gate
  would open cards every time the user starts speaking, with the pointer
  wherever they left it. That is the exact failure this setting exists to
  prevent. Alt-hold is also already taken inside Plannotator, by the plan
  editor's temporary input-method switch.
- Cmd+hover is already VS Code's "tell me about this symbol" gesture: the
  navigable-target underline plus a definition peek under one held key.
  Gating on Cmd rides that muscle memory instead of competing with it.

The old anti-Cmd argument is moot. The underline and the card appearing
together under a held Cmd is not a collision, it IS that composite gesture; and
handleCodeNavRequest already dismisses the hover surface on every References
invocation, so Cmd+click cleanly supersedes an open card or a pending dwell
rather than stacking with it.

The key is platform-aware through two new helpers beside the existing ones in
packages/ui/utils/platform.ts: `isModKeyHeld` (metaKey on macOS, ctrlKey
elsewhere) and `modEventKey` ('Meta' / 'Control'). Labels come from the
existing modKeyWord, so the key the code checks and the key the copy names
cannot disagree. Labels updated in the dialog radio and its description, the
Settings segmented control, the design doc and AGENTS.md.

Only the modifier ALONE arms. Any other key going down while it is held
(Cmd+C, Cmd+V, Cmd+S) disarms and takes an open card with it, so a copy
performed with the pointer parked over the diff cannot pop a card mid-copy.
This was cheap: the keydown handler already had to compare event.key. The
typing-target guard stays as belt and braces.

Blur handling stays and matters more now: on macOS the app switcher is the same
key this gate arms on, so Cmd+Tab is the common way to leave with it held.

Internal ids are untouched. The stored trigger value is still `modifier`,
because the setting names the shape of the gate and not which key fills it, so
nothing migrates. The #1461 Alt+click References alias is unrelated and is left
alone.

The try-it feels the new gate for free, since it drives the same hook: choosing
the hold option and holding Cmd over the demo token opens the demo card.

Tests: the gate suites now build their events from the platform helpers, so
they exercise Cmd on macOS and Ctrl on the Linux runner rather than pinning one
platform. All behavioral assertions are unchanged. Two new ones cover the chord
rule, and both fail without it: a copy chord with the pointer parked on a token
opens nothing, and a chord while a card is open closes it.

* fix(review): pointer cursor wins over Pierre's I-beam on hovered and Cmd-held tokens

* fix(review): the intro dialog's demo token gets the pointer cursor too

* feat(review): hover delay default is 300ms matching VS Code; tiers respaced 150/300/700

* test(review): restore the 700-delay test's summed advances

The 350 -> 300 sweep in b5538350 rewrote both advances in this test, but
they SUM to the configured dwell rather than each naming it: 300+300 is
600, so a 700ms delay never elapsed and the suite went red at the tip.

Back to 350+350 with the pairing spelled out, so the guard stays
meaningful in both directions: the first advance is past the 300 default
(a hook that ignored delayMs would have fired already) and the pair
reaches exactly 700. Verified fail-closed by pinning the timeout back to
DEFAULT_TOKEN_HOVER_DELAY_MS, which fails this test and nothing else.

The dialog test's two advances become DEFAULT_TOKEN_HOVER_DELAY_MS
itself: its dwell IS the registry default (the seeded backend says
nothing about tokenHoverDelay), so naming the constant is both correct
and immune to the next respacing.

* fix(review): the hover gate's typing guard pierces the shadow root

Two defects in one branch of the modifier gate's keydown handler.

The guard read event.target, which a window-level listener receives
RETARGETED to the shadow host. Pierre's edit-session editor is a
contenteditable inside that shadow root, so a bare Cmd pressed while
editing code in place read as a plain <div>, armed the gate, and popped
a card over the text being edited: verbatim the failure "typing owns the
key" exists to prevent. The three other window-level typing guards in
this package (AllFilesCodeView, FileTree, SectionsPanel) already read
composedPath()[0] for exactly this reason and say so in comments; this
one is no longer the exception.

The guard also sat ahead of the chord branch, so it suppressed
DISARMING as well as arming. Focus reaches a composer between the two
routinely (a card is open, the reviewer clicks into the comment box and
pastes), and that left the card standing over the diff with the gate
still armed behind it. The chord branch now runs first and typing only
gates the arm path. keyup deliberately keeps no typing guard: if the
gate never armed the branch is already a no-op, and if it did arm the
release has to be honored wherever focus has since travelled.

Tests: the old "modifier chords in a comment box" case exercised the
chord branch, not the guard, so it passed with isTypingTarget deleted.
Replaced by a bare-modifier press from a textarea and one from a
shadow-root editor, plus a chord-while-typing case for the asymmetry;
the two pre-existing chord-disarm tests stay, so that coverage is
unchanged. The shadow event is synthesized rather than dispatched from a
real shadow root because happy-dom does not retarget, which would have
made the test vacuous. Each of the three fails closed against its own
defect: reverting composedPath fails only the shadow case, deleting the
guard fails both typing cases, and moving the guard back above the chord
branch fails only the asymmetry case.

* feat(review): the modifier gate paints the navigable-target affordance

The ruling that settled Cmd over Alt was that the underline and the card
appearing together under one held key IS the composite gesture rather
than a collision. The code did not deliver it: the diff views paint
pn-token-nav from the pointer ENTER event, and neither half of the
gesture this mode exists for fires one. Parking on a symbol and THEN
holding the key opened a card on a token wearing no affordance, and
releasing closed the card while leaving the affordance painted until the
pointer eventually left.

useTokenHover now reports the arm and disarm transitions through an
optional onModifierGate(armed, tokenElement), always carrying the token
the pointer is parked on RIGHT NOW so a disarm also unpaints a neighbour
the pointer drifted onto while the key was down. Every disarm route is
covered: chord, release, blur, and the effect cleanup when the reviewer
switches trigger with the key still held. The release notifies ahead of
the reading-the-card early return, because the key being up ends the
affordance whether or not the card is being read.

App owns the painting, not the hook: the diff views are compiled into
the portable guides.show viewer and their prop signatures must not move,
and the class is a review-app concern. Enter-time painting is untouched,
so plain Cmd+hover in the default hover mode behaves exactly as before.

Also gates pn-token-hover on a hover handler actually being wired, and
paints it in AllFilesCodeView. That class carries a cursor: pointer that
became !important in eebab519, so painting it unconditionally started
promising clickability on every token in a session with hover cards
switched off; and leaving it out of the all-files view meant the
affordance the announcement's try-it demonstrates was missing from the
default review surface. A read-only or portable host passes no hover
handler and still gets neither class.

Fail-closed: dropping notifyGate(true) fails both new hook tests,
dropping the App wiring fails the App pin, and making the DiffViewer
paint unconditional fails the gating pin.

* fix(review): hover card cleanups, and the design's delay tiers

Comments first, because several of them had become false and this repo
treats them as contract. The dialog cited a StaticTokenHoverCard that no
longer exists and a card that "lives inside an aria-hidden decorative
block" (it does not; the try-it region is a labelled role=group), the
try-it still named "the Alt gate", and two hook comments plus four test
comments still described the trigger key as Alt or claimed the Alt+click
alias and the trigger share a key, which stopped being true when the gate
became Cmd. The focus trap's rationale claimed the example card's buttons
were in its query; the card portals to <body>, so they never were.

tokenHoverStyles now single-sources what it says it does. Only thickness
and offset were actually shared; the decoration line and the cursor were
written twice and could drift. Both forms read one object, and the two
genuinely per-form bits (the resolved color, and the !important the
shadow form needs to beat Pierre's I-beam) are named as such.

The display-only card stops advertising clicks it swallows: its own
footer says "Click a location to jump", so under `inert` the locations
lose the hand cursor and hover underline as well as the tab order, and
the card gets aria-hidden — it portals outside the aria-modal dialog it
belongs to, where a screen reader would meet it as a stray tooltip.

The announcement's availability latch moves from the render body into an
effect: a ref written during render is a side effect React may discard.
The gate independently requires !isLoading, so the ordering is unchanged.

Both announcement test files now re-hydrate configStore in afterEach.
They re-resolve a process-global singleton from a two-entry fake map, and
the pure lane runs in one process, so they were handing their own
defaults to whatever file ran next.

The dialog test gains the two assertions that were missing: the demo
card sits at z-[110] (the layerClassName seam's entire purpose is not
being buried under the modal it is demonstrated inside) and its
locations are non-interactive. Both fail closed against dropping the
respective prop.

Design doc: §4.2 still listed 200/350/700 with a 350 default, which the
maintainer ruling in §6 had already replaced; §3's 350 now reads as the
history it is; §6 records how the composite gesture is delivered and §9
how the hovered-token treatment is gated.

* chore(core): re-pin the guide viewer build

The manifest was synced before the last three commits of this branch and
went stale: usePierreTheme (which serializes the token-hover CSS into
Pierre's stylesheet), the token-hover default constant, and now
AllFilesCodeView are all inside the viewer bundle, so the JS hash moved
while the CSS hash did not — the .pn-token-hover rule is a JS template
string, not a stylesheet entry, which is exactly why the drift was easy
to miss by eye. check:manifest was failing at the tip.

Rebuilt and synced last, so this pins the branch's final source. Budgets
after: js 395.8 KB gz against a 400 KB budget, css 50.9 against 64,
worker still import-free.
2026-09-02 23:59:18 -07:00
Michael Ramos 91ad7c95fc feat(review): token hover cards, Tier 0 (#1461)
* feat(review): add POST /api/code-nav/hover in both runtimes

Tier 0 of the token hover card: the hover pipeline is the ripgrep search
/resolve already runs, plus three cheap enrichments read off the same
machinery.

- packages/shared/code-nav.ts: definition patterns carry the kind they
  prove (alternations split one-per-kind, so definition-vs-reference
  classification is byte-identical and classifyMatch becomes a thin
  wrapper over classifyMatchDetailed); scanDocComment, buildSignature and
  resolveCodeNavHover; an additive timeoutMs option on resolveCodeNav so
  hover can ask for 3s while /resolve keeps its 5s; an optional readFile
  member on CodeNavRuntime so /resolve callers stay unchanged.
- Both review servers gain /api/code-nav/hover behind the same guard
  stack as /resolve. /resolve itself is untouched.

The doc scan is conservative by construction: per-language, blank-line
separated, capped, and null for an unknown language. Returning nothing
always beats returning garbage.

* feat(review): token hover cards in the code-review diff

Resting the pointer on a symbol opens a card with where it is defined, an
approximate signature, its doc comment if the scan found a real one, and a
sample of its references. Every location on the card routes into the same
References panel Cmd+click opens.

- utils/stitchTokenIdentifier: rebuilds one identifier from the token spans
  Shiki fragmented it into, using each span's data-char column to prove
  adjacency. It stops at dots (rg searches with --word-regexp, where a
  dotted path matches nothing) and refuses keywords and one-character
  names, which is what keeps most hovers off the wire entirely.
- hooks/useTokenHover: 350ms dwell before any request exists, one in-flight
  request aborted by its successor, a 30-entry LRU flushed whenever the diff
  snapshot changes, a 250ms leave grace so the card's own links are
  reachable, and a scroll/wheel cancel because the anchor rect is stale the
  moment the pane moves. An unavailable backend, a failure, a timeout and a
  thin answer all render nothing, silently: a hover is an idle gesture and
  must never nag.
- components/TokenHoverCard: portaled to body so it escapes the Dockview
  overflow and stacking context; anchored below the token, flipped above
  when the viewport would clip it. It shows what the search found and
  nothing it did not, so uncertainty is a second location line rather than
  a description of the ranking.
- Wiring: two optional props beside onCodeNavRequest in both diff views,
  passed only when the existing live-workspace gate AND the new cookie-only
  "Token hover cards" setting are on. Off means no listeners, no requests
  and no card in the tree. Alt+click joins Cmd+click as an unadvertised
  alias into the References panel; the meta/ctrl branch is unchanged.

The guides.show viewer manifest moves with this: AllFilesCodeView is in the
portable viewer's graph, so its new optional props shift the bundle hash.

* fix(review): correct token hover supersession, scroll and doc-scan defects

Review findings, each with the regression test that fails without the fix.

- An open card could be rewritten by a NEIGHBOUR's answer: drifting onto an
  adjacent token launched its request, and returning to the open card took
  the same-key early return without reclaiming the active key, so the
  neighbour's answer still passed the landing check. The early return now
  reclaims the key, kills the pending dwell, and aborts a foreign request.
- Re-entering a token inside the leave grace re-armed the dwell while that
  token's own request was still in flight, spawning a second ripgrep for an
  answer already on its way. The dwell now joins the in-flight request, and
  the answer anchors to the span the pointer is on now.
- Scrolling INSIDE the card closed it, which made the signature block's
  horizontal scroller unreadable by the gesture meant to read it. The
  cancel now ignores events originating in the card's own subtree; a pane
  scroll still closes it.
- A below-threshold answer for a different token left the previous token's
  card standing over a symbol the reviewer had already left.
- The doc scan rendered tooling directives as documentation. Directives are
  dropped from BOTH ENDS of the comment run — eslint-disable, @ts-*,
  prettier-ignore, biome-ignore, istanbul ignore, noqa, type: ignore and
  triple-slash references — because the commonest real position is the line
  immediately above the definition, which is the trailing end of the run as
  collected. Never from the middle: a directive surrounded by prose sits
  inside documentation we would have to interpret to cut safely. A run that
  is nothing but directives returns null, and prose that merely mentions a
  directive is untouched.

Also: an answer whose token has been recycled out of the DOM opens no card
(a detached rect is 0,0 and would pin it to the viewport corner); a flipped
card is clamped to the top edge; the card is a tooltip, not a dialog; a
location click describes the CLICKED location rather than forwarding the
hover's charStart and language into another file; definition.preview stays
declared but unpopulated until a consumer exists; the overflow line regains
its leading ellipsis and now renders under the banned-vocabulary sweep.

Portable viewer: the hover prop is inverted to (props, filePath) so the two
diff views import nothing new and stitching lives in App. The read-only
guide viewer bundle no longer carries the stitcher or the request builder.
2026-09-02 19:00:39 -07:00
Michael Ramos 50d5320a8e fix(ui): collapse the non-gate empty menu to one Send a note composer; purge em dashes from decision copy
Maintainer rulings: the non-gated annotate empty state offered 'Done with a
note…' and 'Request changes…' whose only difference was the approval-framing
sentence on the same /api/feedback transport - they collapse into a single
'Send a note…' item (id 'request-changes', plain feedback, no framing). The
approvalFraming machinery stays for the non-gated discard path and gate mode;
the non-gate 'note-with-approval' route is now dead code pinned as unframed
feedback so a stray dispatch can never fabricate approval. And no user-facing
decision-control string carries an em dash any more: titles, subtitles,
composer action labels, confirm copy, and the two Mod+Enter shortcut
descriptions are rewritten with plain punctuation (agent-facing prompt
constants and frozen labels untouched).
2026-09-02 14:06:25 -07:00
Michael Ramos 36d59d3bbd fix(ui): vim/popover Escape ownership, ladder defaultPrevented, doc-flow accuracy (PR7 review)
F1: with vim enabled, Escape on an open ActionMenu/ApproveDropdown/
DecisionControl was consumed by useVimDocumentFocus (registered first on
document, preventDefaults while reclaiming focus; the popover hook then
skips the defaultPrevented event) and the menu stayed open. Open popovers
now stamp data-pn-dismissable-popover and the vim hook's
BLOCKING_OVERLAY_SELECTOR treats them as blocking overlays, so vim defers.
Pinned in ActionMenu.test.tsx (verified failing without the selector entry).

F2: the plan editor's diff-exit Escape listener gains the defaultPrevented
early-return so a popover-consumed Escape no longer also exits the diff
view. Audit of the remaining document-level Escape listeners found only
component-internal ones (Settings theme preview, which already consumes;
dialog focus traps handle Tab, not Escape) — left alone.

F7: onDismiss callbacks memoized in ActionMenu/ApproveDropdown so
useDismissablePopover stops re-registering listeners every render while
open.

F8: ActionMenu.test.tsx, PlanHeaderMenu.mobile.test.tsx, and
ReviewHeaderMenu.mobile.test.tsx were DOM-gated but never registered in the
CI DOM lane; added to the test.yml file list so they actually run (the F1
pin lives in a lane-registered file).

F3-F5 (docs): test-opencode-review.sh stdout describes the decision control
(Approve at zero) instead of the removed always-on Send Feedback button;
UI-TESTING.md's platform-mode flow uses the real positional PR URL; the
AGENTS.md annotate flow diagram ends on the adaptive primary like the
review diagram.
2026-09-02 13:10:47 -07:00
Michael Ramos dd68e339fb docs: decision-control manual QA checklist, stack docs coherence, ui 0.38.0 handoff accuracy (PR7)
tests/UI-TESTING.md gains the Decision Control Manual Checklist (annotate
file/gate/folder/last, HTML/live-app iframe dismissal, review agent +
platform modes, compact/touch, sidebar general comment) and fixes the
test-opencode-review.sh flow that asserted a Send Feedback button at zero
annotations. AGENTS.md: the code-review flow diagram stops claiming Approve
sends the literal LGTM (gone since the approve-with-notes delivery), and the
shortcuts-root scope list names decisionControl.shortcuts.ts beside
history.shortcuts.ts. packages/ui/HANDOFF.md's 0.38.0 line now covers the
whole stack accurately: internal primitives stay off the host-supported
surface, decisionControlShortcuts rides the blessed shortcuts barrel, and
the ToolbarButtons muted-prop removal is internal. The stack ships as one
unpublished 0.38.0 — no further version bump (spec §2.1/§9: batch the bump
into PR1 and PR7; nothing was published in between).
2026-09-02 12:47:39 -07:00
Michael Ramos 4cbdbb269d fix(review): stage-review fixes — doc truth, dead muted prop, tooltip a11y, item mute guard
- AGENTS.md: the platform-mode sentence now describes the shipped PR6 state
  (ghost-X + DecisionControl, no composer, everything through the existing
  ReviewSubmissionDialog, self-approval mute preserved) instead of the
  pre-PR6 three-button row.
- ToolbarButtons: delete the now-dead `muted` prop from FeedbackButton and
  ApproveButton — PR6 removed its last consumer. `dimmed` stays (live plan-
  mode consumer in packages/editor AppHeader); ToolbarButtons is not on the
  host-supported README surface, so the removal is internal.
- DecisionControl: the muted primary's reason now renders through the shared
  Tooltip (Base UI trigger wires floating-ui useFocus, so it shows on hover
  AND keyboard focus-visible) plus a persistent aria-describedby description
  via a hidden span; the native title is dropped for the muted case only so
  the tooltip is not doubled. Frozen sentence unchanged.
- runPlatformDecisionAction: structural mute guard for the approve ITEM ids
  too — a muted item's handler is inert from any surface, not only where the
  DOM disables the row.
- DOM test: the empty+self menu pins initial focus on the first non-disabled
  row (the roving-focus :not(:disabled) skip now has a regression pin), and
  the muted-primary assertions follow the reason to aria-describedby.

Claude-Session: https://claude.ai/code/session_01Drrzd1x4EfnH9N3z7nNwo9
2026-09-02 12:28:42 -07:00
Michael Ramos 2f9b831617 fix(review): stage-review fixes — with-notes framing, bridge handshake, PR-payload advert, note fold
Applies the PR5 stage-review rulings:

M0: approve-time feedback is no longer appended raw after the approved
prompt ("no changes requested" beside a change-request-shaped export read as
a contradiction). composeReviewApprovedMessage now resolves the new
DEFAULT_REVIEW_APPROVED_WITH_NOTES_PROMPT (configurable as
prompts.review.approvedWithNotes; field added to the config review section),
which frames the notes as non-blocking guidance and says not to revise or
reopen. Signature is now (runtime, feedback, config) so one function fixes
all four consumers; re-vendored to Pi; prompts.test.ts pins the framing,
the config override, the byte-identical bare approval, and the legacy
placeholder filter; cli-bridge.test.ts asserts the bridge routes through
the composer.

M1: fail-closed approval-notes handshake for the OpenCode CLI bridge. The
plugin declares supportsApprovalNotes: true on the opencode-review stdin
JSON; the binary adverts approvalNotesSupported for opencode ONLY when the
declaration is present, so a new binary + old plugin (advert in the binary,
delivery in the independently-versioned plugin) renders no approve-carrying
items instead of silently dropping the reviewer's note.
supportsReviewApprovalNotes stays the seam; documented at both ends beside
the existing version-skew reasoning. Pinned end to end by
apps/hook/server/opencode-review-advert.test.ts, which spawns the real
entrypoint and reads /api/diff: stdin without the declaration serves false,
with it true.

m1: applyPRResponse re-applies the advert from the PR-family payloads
(pr-diff-scope, pr-switch, load-full-diff), so the client stays in lockstep
with whatever diff payload it last applied — the "whole diff family" comment
is now literally true.

m2: buildReviewApprovalBody folds a note in ahead of the export when
annotations also ride, so a future combined item cannot lose data; pinned
with a pure assertion.

i1: AGENTS.md corrected — the standalone dev server emits raw decision JSON
with unfiltered feedback and does not route through the composer; the
consumer list, framing, and handshake are now described accurately.

Claude-Session: https://claude.ai/code/session_01Drrzd1x4EfnH9N3z7nNwo9
2026-09-02 11:50:45 -07:00
Michael Ramos 673ffb3227 docs: describe the shipped approval-notes advert and approve-with-notes delivery
Claude-Session: https://claude.ai/code/session_01Drrzd1x4EfnH9N3z7nNwo9
2026-09-02 11:19:37 -07:00
Michael Ramos dc96419012 fix(review): stage-review fixes — panel-clamped composer, lifted draft, in-flight guard
- M1: clamp the general-comment popover to the sidebar panel width (inline
  maxWidth = panelWidth - 32) so it never clips inside OverlayScrollArea's
  overflow-x hidden at the 200px end of the persisted 200-600px range; the
  viewport-relative class remains only as the overlay-presentation guard.
- L2: lift the composer's open + draft state into ReviewSidebar, shared by
  both placements, so an SSE placement flip (empty state -> General header)
  or a tab switch keeps a half-typed draft; sidebar collapse discards it.
- L1: guard handleAddGeneralComment against submitted/in-flight decisions so
  a commit during a decision POST cannot vanish from wire and archive.
- I1: AGENTS.md — platform-mode presence is deliberate (rides the pr-action
  body via scope:'general'), and honest draft-lifetime wording.
- NIT: the empty-commit test also asserts the refocus contract; new flip
  test drives the draft survival through the parent.

Claude-Session: https://claude.ai/code/session_01Drrzd1x4EfnH9N3z7nNwo9
2026-09-02 10:50:57 -07:00
Michael Ramos 7f9ff75bcf docs: describe the sidebar general-comment producer and the archived scope field 2026-09-02 10:08:41 -07:00
Michael Ramos 9bdabf5f8a fix(review): stage-review fixes — confirm-dialog Mod+Enter guard, armed-note failure coverage, loud PR5-gated refusal
HIGH-1: one Mod+Enter over the open discard confirm posted TWO contradictory
decisions — the app's window-level Mod+Enter effect fired submitPrimaryDecision
(approved:false send) while ConfirmDialog's own window-level handler fired
onConfirm -> handleApprove (approved:true LGTM) from the same event;
stopPropagation cannot stop same-target listeners. Fixed with PR2's idiom: the
review Mod+Enter effect bails on the data-plannotator-confirm-dialog sentinel,
which covers both the DecisionControl-internal confirm and the compact
confirm. Pinned by a DOM repro test asserting exactly ONE POST (the confirm's
LGTM body); revert-verified — with the guard neutralized the test fails with
two recorded POSTs.

MEDIUM-1: added the armed-note failure-path DOM test (500-then-200 double):
a failed note POST keeps the scope:'general' note in state with the primary
flipped to Send Feedback, the next primary click retries the same
note-carrying body, and success clears the armed decision so a subsequent
Mod+Enter dispatches nothing.

MEDIUM-2: the approve-with-notes refusal now console.errors naming PR5, and
the route object carries implemented:false. The advert constant moved to
reviewDecision.ts (REVIEW_APPROVAL_NOTES_SUPPORTED) so the new pure contract
test can pin 'the advert never emits an id whose route is an unimplemented
refusal' — flipping the advert in PR5 without wiring delivery fails the test,
and deleting the constant without updating it breaks at import.

Docs: the review-header section now records F8 (Approve primary icon-only
below lg where ApproveButton showed OK; title carries the accessible name),
the two-click discard replacing the dimmed one-click Approve, the Mod+Enter
confirm-ownership rule, and the accepted compact-composer draft asymmetry.
Also trimmed the pure routing test's per-id echo assertions to the
load-bearing equalities.
2026-09-02 09:49:22 -07:00
Michael Ramos 97ef5a4eae docs: describe the unified review header decision control 2026-09-02 09:27:34 -07:00
Michael Ramos 579ca6ec88 docs: describe the unified annotate header decision control 2026-09-02 08:35:06 -07:00
Michael Ramos 990f3e8905 feat(server): durable feedback archive for every submitted review (#1438)
* feat(server): archive every submitted review to a durable local feedback store

Submitted feedback was only as durable as the agent session that asked for
it. Code review persisted nothing at all: /api/feedback deleted the draft,
settled the decision promise, and if the invoking agent had already timed
out the review existed nowhere (the failure #678 fixed for annotate). Plan
decisions only reached plans/ while the client-side planSave setting was on,
and repeat decisions on one plan overwrote each other. Annotate kept the
#678 record for single local files only.

Every submission now appends one record to
${PLANNOTATOR_DATA_DIR}/feedback/{project}/index.jsonl, plus a
records/{stamp}-{surface}-{decision}.md sidecar when it carries content,
written at decision settlement time inside the servers so all nine agent
frontends are covered by two implementations.

Surfaces wired in both runtimes: plan approve and deny, code review
/api/feedback (Send Feedback, Approve, LGTM) and /api/exit, annotate submit,
approve and exit. Bare approvals, LGTMs and dismissals are decision-only
JSONL lines with no sidecar.

Records are cheap by design. Code review carries diff identity (vcsType,
diffType, base, gitRef, snapshotId, cwd, PR metadata, changed-file count,
patch byte count) and never the patch bytes; plan records carry the decision
text plus a reference to the history/{project}/{slug}/NNN.md version the
decision was made on rather than a second copy of the plan. Annotation
provenance (source, author) is preserved, so external, review-agent and
WebMCP findings stay tagged and source == null selects the reviewer's own
comments.

The shared module never throws: an archive failure is logged, degrades
silently for the user, and keeps the annotation draft as the recovery copy.
The append happens before deleteDraft, generalizing the #678 ordering.

Controlled by PLANNOTATOR_FEEDBACK_HISTORY / feedbackHistory (default on).
PLANNOTATOR_ANNOTATE_HISTORY=0 additionally suppresses records for every
annotate surface, so the documented stateless-annotate promise still holds.
"feedback" is added to PURGE_OWNED_TOP_LEVEL so uninstall purge removes it.

AI-assisted (Claude) under maintainer direction.

* fix(server): stop the feedback archive from writing into the real data dir in tests

Review findings on the durable feedback archive.

1. The archive is default-on, and most server tests boot a real plan, review,
   or annotate server without redirecting PLANNOTATOR_DATA_DIR, so `bun test`
   deposited records in the contributor's own ~/.plannotator/feedback (24 files
   across 12 buckets from two test files alone) on CI and every machine. A new
   bunfig test preload, tests/setup/feedback-archive-off.ts, turns the archive
   off for the suite; the archive's own tests opt back in inside their test
   bodies, which is also how they exercise the opt-out. Those tests now use
   distinctive project names and remove the annotate history they leave in the
   real data dir, since storage.ts fixes its data directory at import time.

2. PR reviews bucketed under feedback/pr-<n>/. PR mode never sets gitContext
   and --local points agentCwd at a pool/pr-<n> checkout, so deriving the
   project from the review cwd was wrong. ReviewServerOptions now takes a
   `project` option, mirroring the annotate server, preferred over the cwd
   derivation on both runtimes; the Claude Code, OpenCode, and Pi entry points
   pass their already-computed detectProjectName() result.

3. changedFiles overcounted renames: extractChangedFiles unions the a/ and b/
   sides so a reader can resolve either path. The record now counts b-side
   paths through countChangedFiles, so a rename is one file.

4. Docs: the feedback archive is added to the privacy page and
   PLANNOTATOR_FEEDBACK_HISTORY (plus PLANNOTATOR_ANNOTATE_HISTORY) to the
   environment variables reference. The overclaim that every submitted review
   is archived is corrected: a review posted straight to GitHub or GitLab
   through /api/pr-action is not archived locally yet. Three behaviors are now
   written down: O_APPEND is not atomic on NFS or SMB and a genuine interleave
   damages both records that raced, folder-session records carry the folder
   path rather than the open document, and URL-session records store the full
   URL including its query string.

5. Pi parity: the Node mirror now has the failed-archive-write test (the one
   invariant its handler copies by hand) and the PR-mode bucketing test.

Comments only, no behavior change: the pool checkout recorded in
target.review.cwd can be cleaned up before anyone reads the record, and
getPlanVersionPath resolves the data directory storage.ts captured at import
while the archive resolves it per call.

AI-assisted (Claude) under maintainer direction.

* docs(server): make the feedback index an explicit multi-client contract

plannotator-tui will append to the same feedback/{project}/index.jsonl with
client "plannotator-tui", so the module's stance of "a client tool may emit
this shape under its own clients/ namespace" is out of date. The index is one
shared source of records, labeled by client.

1. The module docstring and the FEEDBACK_RECORD_CLIENT comment now describe the
   shared index: several tools append to the same file, separated by `client`;
   plannotator-tui is a known second writer, herdr-annotate is reserved, and
   `client` is an open set rather than an enum to validate against.

2. Two optional fields are declared so v1 reserves their names across clients:
   target.agent ({ host, session, transcript }) for surfaces whose subject is
   an agent session rather than a file or a diff, and top-level clientVersion.
   Neither is populated here. clientVersion stays unset deliberately: there is
   no runtime-agnostic version constant in packages/shared, and reading
   package.json from a vendored module would be a new filesystem dependency
   for cosmetic data.

3. Sidecar naming is documented at the naming site and in AGENTS.md: other
   clients suffix their id ({stamp}-{surface}-{decision}-plannotator-tui.md),
   so recordFile values carrying such suffixes are valid and nothing may parse
   a sidecar name. Nothing in this repo did: every consumer treats recordFile
   as an opaque handle and no test pins a filename pattern. A new test appends
   a foreign line (unknown client, unknown fields, suffixed recordFile) and
   pins that the reader keeps it.

4. Honesty fix to the atomicity comments, in code and in AGENTS.md:
   appendFileSync loops internally, so "one write syscall" was wrong even on a
   local filesystem. The real model is that a line-sized buffer handed to a
   single append-mode write completes without interleaving in practice
   locally, with the reader's skip-unparsable tolerance as the backstop and
   the NFS/SMB caveat unchanged.

5. Exhausting the sidecar collision counter now throws a named error instead of
   re-throwing a bare EEXIST, so the server log says what actually happened:
   100 taken names in one millisecond means a stopped clock or a runaway
   writer, not a transient disk problem.

6. AGENTS.md and the parseFeedbackIndex doc state the reader contract: lines
   are gated on a numeric `v` and unparsable ones are skipped, so analyzers
   that depend on v1 semantics should filter v <= 1 themselves. Fields are
   added, never repurposed, so a v2 would mean a real shape change.

AI-assisted (Claude) under maintainer direction.
2026-09-01 10:56:39 -07:00
Michael Ramos a79e6b0efe fix(ai): stop leaking opencode serve processes (#1445)
* fix(ai): stop leaking opencode serve processes

Every server boot with the opencode CLI on PATH eagerly called the
provider's fetchModels() to fill the Ask AI dropdown, which spawned (or
attached to) an 'opencode serve' on the shared default port 4096. Dispose
only ran on the clean decision path, so Ctrl-C orphaned the child, and
every later session attached to the orphan and piled unevictable
per-directory instances into it (multi-GB over a day of normal use).

Three changes:
- Lazy start: opencode model discovery moves onto the same deferred
  provider initializer Codex uses. Nothing spawns until the user
  activates opencode in Ask AI (?activate= from the model picker, or the
  first opencode session). The picker still lists the provider with an
  empty model list pre-activation, exactly like Codex.
- Own server per process: spawn with port 0 (OS-assigned; the SDK reads
  the real URL from the child's listening line) and never attach to a
  server we did not spawn. An explicitly configured port is honored.
- Exit cleanup: a process 'exit' handler closes the spawned server
  (SIGINT/SIGTERM are routed through process.exit by the CLI), removed
  again on dispose. No SIGHUP listener, preserving nohup.

Both runtimes; regression tests mock the SDK so no real server spawns.

* fix(ai): close review findings on the opencode lifecycle

Independent review of the leak fix found two holes, both now closed and
regression-tested against the mocked SDK:

- A failure after the spawn (client construction) left the child running
  and its exit handler registered, and because the handler read
  this.server late instead of capturing its own server, a retry's second
  spawn made the first unreachable by any cleanup. doStart now captures
  the server in its handler closure and reaps child + handler on any
  post-spawn failure.
- dispose() during an in-flight spawn was a no-op the completing spawn
  then undid, resurrecting a disposed provider with a live child and a
  fresh exit handler. dispose() now bumps a start epoch; a spawn that
  completes past its epoch reaps its own server and rejects, and the
  provider remains restartable afterwards.

Also documents the OpenCode transport (per-process server, deferred
discovery) beside the Codex note in AGENTS.md.
2026-09-01 10:55:17 -07:00
Michael Ramos 4465950f0c feat: add bounded annotation undo and redo (#1426)
* feat: add bounded undo and redo history

* fix: address undo redo review feedback

* chore: refresh guide viewer manifest

* fix undo history review regressions

* chore: refresh guide viewer manifest
2026-08-31 09:12:13 -07:00
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 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 db86d38ca4 feat(skills): top-level plannotator knowledge skill, per-host install, and plannotator.ai/llms.txt (#1377)
* feat(skills): add the plannotator knowledge-layer skill with a CLI freshness guard

A new model-invocable core skill (apps/skills/core/plannotator) that teaches
an agent the whole CLI surface: decision guide, per-command reference with
flags and exit codes, env vars, the external-annotations API, and a do-not
list. The existing plannotator-* core skills stay lightweight action stubs.

A freshness test (apps/hook/server/plannotator-skill-reference.test.ts)
parses the skill's documented subcommands and flags and diffs them against
cli.ts usage text plus the CLI arg-parsing sources, in both directions, so
the reference cannot drift from the real CLI without failing the suite.

Installers copy the single-sourced core body into ~/.claude/skills and
~/.agents/skills on all three platforms; uninstall removes it from both
scopes. The skill ships model-invocable as a documented exception to the
locked-by-default rule, asserted both ways in install.test.ts.

* feat(marketing): serve the plannotator knowledge skill as /llms.txt

Single-sourced at build time from apps/skills/core/plannotator/SKILL.md
per the llmstxt.org spec (H1, blockquote, detail sections, Docs link
list), so the CLI freshness guard transitively keeps llms.txt current.

* fix(skills): reach every install path with the plannotator knowledge skill

The knowledge skill reached Claude Code and ~/.agents but was missing from
three install paths. Six fixes from the install-reach review of #1377.

Kiro: the installer's Kiro leg copied only the two action skills, so Kiro
users got launchers and no CLI reference. One copy line per installer, and
"plannotator" joins uninstall.ts's KIRO_SKILLS.

OpenCode npm: @plannotator/opencode's postinstall copied only commands/*.md.
The package now ships the skill (copied at build time like the HTML assets,
gitignored so the shipped copy cannot drift) and postinstall places it under
${XDG_CONFIG_HOME:-$HOME/.config}/opencode/skills/plannotator/, which is a
path OpenCode really scans ({skill,skills}/**/SKILL.md under xdgConfig/
opencode). Uninstall sweeps it, skills only, so a user's own
opencode/commands/plannotator.md stays out of scope.

Pi npm: vendor.sh copies the skill to apps/pi-extension/skills/plannotator/
and package.json declares it under pi.skills, which Pi resolves relative to
the package root. Neither vendored copy carries the // @generated header the
.ts files use: a SKILL.md must open with its frontmatter on line 1.

llms.txt: the endpoint resolved the skill through process.cwd(), which breaks
under any invocation but --cwd apps/marketing. new URL(import.meta.url) does
not fix it either, because Vite rewrites import.meta.url to the emitted SSR
chunk's location. Inlined with Vite's ?raw, resolved by the bundler relative
to the source file. Also drops the summary paragraph the required blockquote
already carries; SKILL.md itself is unchanged.

Uninstall: KNOWLEDGE_SKILLS is a separate list from CORE_SKILLS precisely so
the bare name "plannotator" cannot leak into LEGACY_COMMAND_NAMES or
STALE_CODEX_SKILLS and delete a user's own files. Nothing tested that; now a
test proves the five installed scopes are removed and commands/plannotator.md
(Claude and OpenCode) plus ~/.codex/skills/plannotator survive. Also
cleanupStaleSkillLayout now knows KNOWLEDGE_SKILLS.

Origins: oh-my-pi (#1373) was missing from SKILL.md's PLANNOTATOR_ORIGIN row.
The guard now imports AGENT_CONFIG and asserts the row names every key and
invents none, and its header comment is narrowed to what it actually proves:
bidirectional for subcommands and origins, one-directional for flags.

AI-assisted (Claude) under maintainer direction.
2026-08-22 12:07:42 -07:00
FND 8a8d0544c6 feat: detect the oh-my-pi harness as its own agent origin (#1373)
* feat: detect the oh-my-pi harness as its own agent origin

- omp injects OMPCODE=1 (+ a CLAUDECODE=1 compat shim) into every Bash-tool child; the env chain now maps it to a dedicated oh-my-pi origin labeled "Oh My Pi".
- Distinct origin rather than aliasing claude-code, because the claude-code-only gates (permission-mode setup, permissionMode in approve) presuppose a PermissionRequest hook that a bash-invoked plannotator never has; omp has no approve support and no planning integration yet.
- Fallback deliberately left "claude-code"; wording unchanged.
- No dedicated Ask AI provider for oh-my-pi.

* chore: sync lockfile workspace versions

* fix: check OMPCODE last so runtimes inside an OMP session keep their label

OMP exports OMPCODE into every shell it spawns. With the check at the top of the chain, opencode/codex/... launched from an OMP session inherited OMPCODE and were mislabeled "Oh My Pi". Moving it just above the terminal fallback lets specific runtime env vars win; OMPCODE still beats the claude-code fallback for bare shells.

Reported by backnotprop in #1373.
2026-08-21 18:06:23 -07:00
Michael Ramos 89f0b6628e feat(pi): live local app annotation through a shared proxy core and Node transport (#1366)
Phase 2 of live app annotation: full parity on Pi over one shared
implementation instead of drifting copies.

- Extract every proxy decision into packages/shared/live-proxy-core.ts
  (HTML injector state machine, loopback/Host/Origin predicates,
  CSP/X-Frame-Options policy, redirect rewrite, WS origin gate, bridge
  assembly, liveAppDraftIdentity) and the CLI probe + live-mode messages
  into packages/shared/live-probe.ts. packages/server/live-proxy.ts is
  now a thin Bun transport over the core; its test suite passes
  unmodified.
- Add packages/shared/live-proxy-node.ts, the node:http transport the Pi
  extension runs: streaming request/response piping through the shared
  injector, and WebSocket (HMR) passthrough that replays the client's
  handshake upstream over raw TCP and pipes the sockets byte-for-byte.
  Transport tests run the proxy in a real node child process, because
  Bun's node:http shim drops writes to an upgrade event's socket.
- Wire Pi: /plannotator-annotate probes loopback URLs live-first with
  the shared probe (same 3s timeout, same <500 gate, same messages),
  recognizes --app/--static via parseAnnotateArgs's liveFlags opt-in
  (OpenCode deliberately does not opt in), and serves mode annotate-app
  from serverAnnotate.ts with the shared per-target draft identity,
  live sessions excluded from history/submissions, the remote hard-off
  throw, and guarded live-proxy shutdown.
- Vendor live-proxy-core/live-probe/live-proxy-node plus the
  dependency-free bridge-script constants to generated/.
- Docs: AGENTS.md phase-gate passages, marketing annotate page, Pi
  README.
2026-08-21 10:29:29 -07:00
Michael Ramos f4756493cf docs: align AGENTS.md and public docs with v0.27.5 behavior (#1361)
Corrects staleness that landed with the live local app annotation work
(#1352) and the configurable Agent TUI placement (#1050).

- AGENTS.md "Session shape" no longer claims drag selection is disabled
  in live mode. Drag-select commenting is always live on HTML and live
  surfaces, in both the armed and Interact states.
- Adds the shared HTML/live interaction model to the canonical
  "## Annotation System" section: pinpoint armed by default, the Esc
  ladder, pen and Mod+Shift+A re-arm, comment-only clamping at the
  postMessage trust boundary, no toolstrip, and the header eye toggle.
- Documents the agentTerminalSide and agentTerminalDefaultAgent
  config-only settings, including registry precedence.
- Corrects the plan-review shortcut scope list to its actual 12 files.
- Marketing docs: documents live local app annotation on the annotate
  command page and the remote-mode refusal in the env var reference.
- Fixes a stale code comment in App.tsx that contradicted the code
  restoring the toolsHidden flag 17 lines below it.
2026-08-21 09:05:28 -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 15f8d4fe4c feat(review): collapse generated files by default in the all-files view (#1346)
* feat(review): collapse linguist-generated files by default (#1317)

Code review now respects linguist-generated (and linguist-generated=true)
from .gitattributes, collapsing those diffs by default the way GitHub does.

Server (Bun + Pi mirror): a generatedFiles sidecar rides /api/diff and
/api/diff/switch, resolved through git's own attribute machinery — one
batched 'git check-attr --stdin -z' over the served patch's paths at the
review cwd, so stacked and negated rules land exactly as git resolves
them. Plain local git sessions only; PR worktrees, workspace multi-repo,
jj, GitButler, and P4 omit the sidecar (degrade to no-collapse). Shared
logic in packages/shared/generated-files.ts, vendored to Pi.

Client: generated files SEED their CodeView item collapsed (the existing
Pierre collapse state — same mechanism as commit-diff folding), render
the one-line FileHeader bar with a 'generated' tag next to the +/- counts,
and expand per file on click. Expansion is session-local App state so it
survives remounts and diff switches. Presentation-only: the diff data,
annotations, search, and Edit Mode are untouched; the file tree and
single-file tabs list generated files normally (tag, no auto-collapse).

Guide viewer manifest pin regenerated (AllFilesCodeView/FileHeader are
bundled into the guides.show viewer) from a clean frozen-lockfile install.

* feat(review): built-in generated defaults, visible collapsed strip, review-round fixes (#1317)

Round 2 on PR #1346, per maintainer review.

Built-in generated defaults (industry-standard two-layer detection):
packages/shared/generated-files.ts (vendored to Pi) now carries
DEFAULT_GENERATED_PATTERNS — lockfiles (package-lock.json, yarn.lock,
bun.lock, Cargo.lock, go.sum, ...) plus *.min.js / *.min.css / *.map —
matched against the path's last segment only. Explicit .gitattributes wins
in BOTH directions: linguist-generated (set/true) marks any file,
-linguist-generated / =false un-marks even a built-in name, unspecified
falls through to the defaults. In plain local git sessions check-attr
refines the defaults; the non-git degrade modes (piped patches, PR
worktrees, workspace, jj, GitButler, P4) now emit the sidecar from the
name-based defaults alone instead of omitting it.

Visible collapsed state: a collapsed generated card no longer renders as a
bare header — a GeneratedFileNotice strip ('Generated file collapsed',
+N/-N, 'Click to view') styled like the other below-header notices sits in
the card, and clicking it expands through the SAME reportFileCollapsed
funnel as the chevron.

Review findings:
- F1: search-match and sidebar-comment navigation expanded items without
  reporting through the funnel, so those expansions died on diff switch.
  Both now call syncAllCollapsedMirror + reportFileCollapsed; the funnel
  invariant comment lists the navigation-driven sites.
- F2: the check-attr call gets the same 5000ms timeout as review-core's
  stdin git callers, and Pi's vcs.ts stdin write gets the one-line EPIPE
  guard (call-flow.ts shape) a timeout kill makes reachable.
- F3: removed the dead prevGeneratedRef + collectSetDelta leg — a changed
  generated set always remounts via fileSetKey, so the delta path was
  unreachable.

Tests: default-list matching (glob + directory-named-bun.lock), both-
direction precedence, non-git sidecar from defaults (dual-runtime), the
placeholder strip through the funnel, and search expansion surviving a
re-seed round-trip. AGENTS.md payload docs updated. Guide viewer manifest
pin regenerated from this clean frozen-lockfile worktree.
2026-08-17 23:32:29 -07:00
Michael Ramos 64062af9a1 feat: Portable Guided Reviews — export, share links, agent-authored guides, guides.show (#1324)
A Guided Review can now leave Plannotator: as a single self-contained HTML file that renders exactly like the in-app guide, as an encrypted-by-default share link on guides.show, or authored by any agent through the new guide CLI.

Highlights: packages/guide-viewer extracted from review-editor at the injection seam (read-only host, no third renderer); guides.show Worker with R2-backed share storage, per-IP rate limiting on creation, delete tokens hashed at rest, and 128-bit ids; portable exports pin the viewer by SRI hash with budget and manifest gates in PR CI and at deploy; two-runtime parity across Bun and Pi verified; v0.27.x saved guides load unchanged. Retention is indefinite by explicit decision, to revisit with the lean sharing refactor.

Decision record: adr/decisions/007-portable-guided-reviews-20260815.md
2026-08-16 12:17:13 -07:00
Michael Ramos 192b026073 fix(annotate): stop the folder watcher freezing the server (#1314)
* fix(annotate): stop the folder watcher freezing the server (#1313)

The file-browser content watcher built a chokidar scan over the whole
workspace synchronously on the request path. Under Bun that scan
monopolizes the event loop (a 780-directory nested tree measured 79
seconds), and because teardown was immediate on the last unsubscribe,
every EventSource reconnect paid the scan again: the reconnect the
freeze itself provoked made the hang self-sustaining.

The watcher engine now lives once in
packages/shared/file-browser-watch-core and both runtimes keep only
their transport:

- construction is deferred off the request path, so the SSE ready event
  and concurrent API requests are served before any scan starts
- teardown gets a 30s reconnect grace; a reload reuses the warm watcher
- on macOS and Windows the content watcher is the platform's native
  recursive fs.watch (measured ~0ms for the same tree); chokidar stays
  the Linux backend and the runtime fallback, with a forced catch-up
  refresh on the swap so no events are lost
- server stop tears every watcher down immediately in both runtimes

The responsiveness regression test reproduces the reported freeze on
the pre-fix implementation (79s, fails) and passes in under a second on
the fix.

* docs: folder annotate sessions do write per-file version history

The PLANNOTATOR_ANNOTATE_HISTORY row claimed URL, folder, and
annotate-last sessions never write to the data dir. The folder /api/doc
path deliberately runs the per-file version-history pipeline (lazily,
memoized per resolved path, gated on the same flag) to power the
per-file version diff, and has since it shipped. The code is the
intended behavior; the sentence was stale. URL and annotate-last
sessions remain fully stateless, and submit records remain single-file
only.

* fix(annotate): review follow-ups for the watcher engine

Applied from the independent review of #1314:

- contentWatchBackend gains a forced 'native' mode and the fallback
  tests use it, so the native-to-chokidar paths (creation failure and
  runtime error) genuinely execute on Linux CI; the runtime-error test
  is no longer macOS-only
- a platform-agnostic responsiveness test pins that SSE ready is served
  before the scan starts on the chokidar backend, via the runtime test
  hooks; the tight full-scan bound stays macOS-only
- watcher construction failures and the native-to-chokidar swap now log
  one console.error each instead of stranding subscribers silently;
  the swap also increments the diagnostics start counter honestly
- closeEntry guards both watcher close() calls; the Bun annotate stop
  chain got the same try/finally shape as the plan server; all four
  stop chains close watchers ahead of throwable disposals so a failing
  dispose cannot strand a watcher keeping embedded hosts alive
- a broadcast that empties the subscriber map by deleting dead
  subscribers now schedules the teardown grace instead of leaving the
  entry live until closeAll
- bun.lock drift reverted: only the chokidar edge and the workspace
  version corrections remain (27 unrelated esbuild resolution entries
  dropped; frozen-lockfile install verified)
- stale never-write comments in both annotate servers corrected to
  match the folder per-file history reality documented in AGENTS.md;
  the engine header now states plainly that chokidar is a correctness
  fallback, not a performance one
2026-08-13 16:02:41 -07:00
Michael Ramos d2d2dba7fa feat(annotate): configurable extra markdown extensions (#1309)
* feat(annotate): configurable extra markdown extensions (#1307)

Adds a config-only `markdownExtensions` key to ~/.plannotator/config.json,
e.g. { "markdownExtensions": [".livemd"] } for Livebook notebooks. A listed
extension is accepted everywhere .md is on the annotate path: CLI target
resolution, folder discovery and the file browser, /api/doc plus relative and
wiki-link navigation between sibling docs, the 2MB size cap, and per-file
version history. Listed extensions render as markdown with frontmatter
stripped, never as raw HTML, and they only widen the accepted set.

Design:
- packages/core/annotatable.ts stays browser-safe and zero-dep. Its regexes
  and predicates now take an optional, defaulted-empty list of extra
  extensions, plus a normalizer and regex builders.
- packages/shared/markdown-extensions.ts is the node-side seam: it reads
  config.json once per process through the existing loadConfig() and threads
  the normalized list into those pure functions. resolve-file re-exports the
  config-aware predicates so both runtimes pick them up; the Bun server, the
  Pi mirror, the OpenCode plugin and the CLI all go through them.
- The annotate /api/plan payload ships the resolved list so the renderer can
  linkify links to sibling documents (module-level UI registry, empty by
  default, so nothing changes without config).

Validation: entries must be dot-led, lowercase-normalized, and free of path
separators, globs and whitespace. Invalid entries are dropped silently,
built-ins are deduplicated, and `.env` is denylisted so config can never
register it (annotate copies file contents into the data dir).

Deliberately unchanged: the Pi plan-write allowlist (ALLOWED_PLAN_EXTENSIONS
in tool-scope.ts) and Edit Mode source save (SOURCE_SAVE_FILE_REGEX), which
keep their own narrower allowlists.

* fix(annotate): deny the dotenv family and sandbox config-aware tests

Review follow-ups on #1309:
- deny the whole dotenv family (.prod.env, .env.local, ...) in
  normalizeMarkdownExtensions, not just the exact .env name
- resolve config.json path per call instead of at module scope so
  PLANNOTATOR_DATA_DIR sandboxing works in single-process test runs
- stop resolve-file.test.ts reading the real user config: pure
  predicate imports plus pinned empty extras on every resolve call
- add the config.json -> memo -> predicate integration test using
  resetMarkdownExtensionsCache under a temp data dir

* test(call-flow): make the stale-read advert test self-sufficient

The read-only GET only probes the node runtime while Call flow is
enabled. The stale-read test relied on earlier tests' settings POSTs
leaking callFlow=true through the process-frozen config path; with lazy
config resolution each sandbox is genuinely isolated, so the test now
enables Call flow in its own data dir. Locally the dependency was
masked by an fnm-shimmed sem sidecar spawning node coincidentally.
2026-08-13 09:47:18 -07:00
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