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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
..

Tests

This directory contains manual testing scripts for Plannotator.

Manual Browser UI Smokes (tests/manual/local/)

These are local-only scripts for launching Plannotator UI flows with fixture data so you can manually verify them in a browser. They are not automated CI tests.

Plan review UI smoke tests:

./tests/manual/local/test-hook.sh          # Claude Code simulation
./tests/manual/local/test-hook-2.sh        # OpenCode origin badge test
./tests/manual/local/test-codex-plan-review-e2e.sh  # Real Codex Stop-hook flow in disposable HOME

Code review UI:

./tests/manual/local/test-opencode-review.sh  # Code review UI test
./tests/manual/local/test-worktree-review.sh  # Worktree support test (creates sandbox with 4 worktrees)

See UI-TESTING.md for detailed UI testing documentation.

The end-to-end, user-centered Vim controls matrix lives in manual/vim-ux-smoke.md. It covers real Markdown and raw-HTML navigation, selection, annotation, focus recovery, HUD behavior, and native-control compatibility.

Integration & Utility Tests (manual/local/)

These scripts test integrations, releases, and provide utilities.

Binary release testing:

./tests/manual/local/test-binary.sh        # Test installed binary from ~/.local/bin/

Tests the installed plannotator binary to verify releases work correctly.

Bulk plan testing (Obsidian integration):

./tests/manual/local/test-bulk-plans.sh    # Iterate through ~/.claude/plans/

Opens each .md file from ~/.claude/plans/ in Plannotator. Great for testing Obsidian integration with multiple plans.

OpenCode integration sandbox:

./tests/manual/local/sandbox-opencode.sh [--disable-sharing] [--keep] [--no-git]

Creates a temporary sandbox with a sample React/TypeScript project, initializes git with uncommitted changes, sets up the local OpenCode plugin, and launches OpenCode for full integration testing.

Options:

  • --disable-sharing: Creates opencode.json with sharing disabled
  • --keep: Don't clean up sandbox on exit
  • --no-git: Skip git initialization (tests non-git fallback)

Codex Stop-hook end-to-end harness:

./tests/manual/local/test-codex-plan-review-e2e.sh [--keep] [--skip-build]

Builds the hook and review apps, creates a disposable HOME plus sample git repo, copies your Codex auth.json, enables hooks, and runs a real codex exec against the sample project. The script writes logs, rollout paths, history indices, and session URLs into an artifact directory under the temp root.

Tips:

  • Set PLANNOTATOR_BROWSER=/usr/bin/true when you want to drive the opened plan-review session with Playwright instead of auto-opening a browser.
  • The validated workflow is: run the script in one terminal, then point Playwright at the printed session URL from a second terminal.

Obsidian utility:

./tests/manual/local/fix-vault-links.sh /path/to/vault/plannotator

Adds Obsidian backlinks ([[Plannotator Plans]]) to existing plan files in your vault.

SSH Remote Testing (manual/ssh/)

Tests SSH session detection and port forwarding for remote development scenarios.

cd tests/manual/ssh/
docker-compose up -d
./test-ssh.sh

See manual/ssh/DOCKER_SSH_TEST.md for detailed setup instructions.