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Add persistent context sidebar, note title fix, and expanded tool suite

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Context sidebar + note title:
- ChatView: replace ephemeral context pills with a persistent right-panel sidebar;
  auto-found notes accumulate across turns; attached note shows with pin icon;
  × button excludes a note from future auto-search; hidden on mobile
- routes/chat.py: batch-fetch note titles via get_notes_by_ids() and inject
  context_note_title into each message dict at conversation load time
- notes.py: add get_notes_by_ids() batch fetch helper
- types/chat.ts: add context_note_title field to Message interface
- stores/chat.ts: sendMessage accepts optional 5th arg contextNoteTitle,
  included in optimistic user message
- ChatMessage.vue: context badge shows note title instead of 'Note #N'

Expanded LLM tool suite (all with intent router rules + ToolCallCard display):
- delete_note / delete_task: permanent delete with user confirmation (write tool),
  type-safe (refuse to delete wrong type), clears note context cache on success
- get_note: fetch full note body by query (search_notes returns only 200-char preview)
- list_notes: browse notes by recency/keyword/tags with limit; notes only
- update_note: add tags + tag_mode (replace/add/remove) parameters
- search_notes: add optional type filter ("note" | "task")
- search_todos (CalDAV): keyword-filter todos, companion to list_todos
- caldav.py: add search_todos() built on top of list_todos()
- generation_task.py: register new tools in _WRITE_TOOLS, _TOOL_LABELS, _TOOL_ACTIONS
- llm.py: update available actions list and guidance in system prompt
- intent.py: routing rules for all new tools

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Bryan Van Deusen
2026-02-19 14:40:34 -05:00
parent d6f4a6dbb6
commit 32e4ee12f2
13 changed files with 578 additions and 187 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/fabledassistant/routes/chat.py
+9 -1
View File
@@ -23,6 +23,7 @@ from fabledassistant.services.generation_buffer import (
get_buffer,
)
from fabledassistant.services.generation_task import run_generation
from fabledassistant.services.notes import get_notes_by_ids
from fabledassistant.services.settings import get_setting
logger = logging.getLogger(__name__)
@@ -62,7 +63,14 @@ async def get_conversation_route(conv_id: int):
if conv is None:
return jsonify({"error": "Conversation not found"}), 404
result = conv.to_dict()
result["messages"] = [m.to_dict() for m in conv.messages]
note_ids = [m.context_note_id for m in conv.messages if m.context_note_id]
note_map = await get_notes_by_ids(uid, note_ids) if note_ids else {}
result["messages"] = []
for m in conv.messages:
msg_dict = m.to_dict()
if m.context_note_id and m.context_note_id in note_map:
msg_dict["context_note_title"] = note_map[m.context_note_id].title
result["messages"].append(msg_dict)
return jsonify(result)
src/fabledassistant/services/caldav.py
+15
View File
@@ -530,6 +530,21 @@ async def list_todos(
return await asyncio.to_thread(_list)
async def search_todos(
user_id: int,
query: str,
include_completed: bool = False,
calendar_name: str | None = None,
) -> list[dict]:
"""Search CalDAV todos by keyword in summary or description."""
todos = await list_todos(user_id, include_completed=include_completed, calendar_name=calendar_name)
q = query.lower()
return [
t for t in todos
if q in t.get("summary", "").lower() or q in (t.get("description") or "").lower()
]
async def complete_todo(
user_id: int,
query: str,
src/fabledassistant/services/generation_task.py
+13 -3
View File
@@ -41,6 +41,10 @@ _TOOL_LABELS: dict[str, str] = {
"create_task": "Creating task",
"create_note": "Creating note",
"update_note": "Updating note",
"delete_note": "Deleting note",
"delete_task": "Deleting task",
"get_note": "Reading note",
"list_notes": "Listing notes",
"list_tasks": "Searching tasks",
"search_notes": "Searching notes",
"create_event": "Creating calendar event",
@@ -51,6 +55,7 @@ _TOOL_LABELS: dict[str, str] = {
"list_calendars": "Listing calendars",
"create_todo": "Creating todo",
"list_todos": "Listing todos",
"search_todos": "Searching todos",
"update_todo": "Updating todo",
"complete_todo": "Completing todo",
"delete_todo": "Removing todo",
@@ -58,7 +63,7 @@ _TOOL_LABELS: dict[str, str] = {
# Tools that write data and require explicit user confirmation before executing.
_WRITE_TOOLS: frozenset[str] = frozenset({
"create_task", "create_note", "update_note",
"create_task", "create_note", "update_note", "delete_note", "delete_task",
"create_event", "update_event", "delete_event",
"create_todo", "update_todo", "complete_todo", "delete_todo",
})
@@ -68,8 +73,13 @@ _TOOL_ACTIONS: dict[str, str] = {
"create_task": "create a task",
"create_note": "create a new note",
"update_note": "update an existing note",
"delete_note": "permanently delete a note",
"delete_task": "permanently delete a task",
"get_note": "read a note",
"list_notes": "list notes",
"list_tasks": "look up tasks",
"search_notes": "search through notes",
"search_todos": "search calendar todos",
"create_event": "schedule a calendar event",
"list_events": "check the calendar",
"search_events": "search calendar events",
@@ -351,7 +361,7 @@ async def run_generation(
# Invalidate the note context cache after any successful note write
# so the next turn can pick up newly created/modified notes.
if result.get("success") and tool_name in {"create_task", "create_note", "update_note"}:
if result.get("success") and tool_name in {"create_task", "create_note", "update_note", "delete_note", "delete_task"}:
clear_conv_note_cache(conv_id)
tool_record = {
@@ -422,7 +432,7 @@ async def run_generation(
timing["tools"].append({"name": tool_name, "ms": int((time.monotonic() - t_tool) * 1000)})
logger.info("Tool %s result: success=%s", tool_name, result.get("success"))
if result.get("success") and tool_name in {"create_task", "create_note", "update_note"}:
if result.get("success") and tool_name in {"create_task", "create_note", "update_note", "delete_note", "delete_task"}:
clear_conv_note_cache(conv_id)
tool_record = {
src/fabledassistant/services/intent.py
+6
View File
@@ -89,10 +89,16 @@ Rules:
- "which calendars", "list calendars", "my calendars" → use list_calendars.
- "create a calendar todo", "add a CalDAV todo" → use create_todo. Default to create_task for general tasks unless the user explicitly mentions CalDAV or calendar todo.
- "show calendar todos", "list calendar todos" → use list_todos.
- "find calendar todo", "search calendar todos", "find todo named X" → use search_todos with query=<keyword>.
- "completed/finished calendar todo" → use complete_todo.
- "delete/remove calendar todo" → use delete_todo.
- "remind me X minutes/hours before" an event → convert to reminder_minutes parameter on create_event.
- When the user asks about events in a time period (e.g. "events in September", "what's on next week", "my schedule for March"), use list_events with date_from/date_to covering that period. Do NOT use search_events for time-based queries — search_events is only for keyword matching against event titles.
- "delete", "remove", "trash", "get rid of" a note (not a task) → use delete_note with query=<note name/keyword>. NEVER use this for tasks.
- "delete", "remove", "trash", "get rid of" a task → use delete_task with query=<task name/keyword>. NEVER use this for notes.
- "read", "open", "show me", "what does X say", "display", "pull up" a specific note → use get_note with query=<note name>.
- "list my notes", "show notes", "recent notes", "browse notes", "notes tagged X" → use list_notes (with optional q or tags).
- "tag X with Y", "add tag Y to X", "untag Y from X", "remove tag Y from X" → use update_note with tags=[Y] and tag_mode="add" or "remove".
- Do NOT wrap the JSON in markdown code fences."""
src/fabledassistant/services/llm.py
+8 -4
View File
@@ -324,23 +324,27 @@ async def build_context(
tool_lines = [
"You have access to tool functions. You MUST use them when the user asks you to create, add, find, schedule, or search for anything.",
"CRITICAL: Call the tool functions directly. NEVER write out function calls as text or code. NEVER describe what you would do — just do it.",
"Available actions: create_task, create_note, update_note, list_tasks, search_notes.",
"Available actions: create_task, create_note, update_note, delete_note, delete_task, get_note, list_notes, list_tasks, search_notes.",
]
if has_caldav:
tool_lines[-1] = (
"Available actions: create_task, create_note, update_note, list_tasks, search_notes, "
"Available actions: create_task, create_note, update_note, delete_note, delete_task, get_note, list_notes, list_tasks, search_notes, "
"create_event, list_events, search_events, update_event, delete_event, "
"list_calendars, create_todo, list_todos, update_todo, complete_todo, delete_todo."
"list_calendars, create_todo, list_todos, search_todos, update_todo, complete_todo, delete_todo."
)
tool_lines.append("For calendar events, use ISO 8601 datetime format (e.g. 2026-09-30T00:00:00).")
tool_lines.append("CalDAV todos are separate from app tasks. Use create_task for app tasks, create_todo for CalDAV todos.")
tool_lines.append("When the user says 'remind me' with a time before an event, use the reminder_minutes parameter.")
tool_lines.append("Use search_todos to find a specific CalDAV todo by keyword when list_todos would return too many results.")
tool_lines.append("For relative dates like 'Friday' or 'next week', resolve them to YYYY-MM-DD format.")
tool_lines.append(
"Use update_note to edit/expand an existing note OR to update a task's status/priority/due_date. "
"Use create_note ONLY for genuinely new notes with a different title. "
"Use list_tasks to find tasks by status, priority, or due date (e.g. overdue, high priority, in progress). "
"If a note was created earlier in the conversation and the user provides more content for it, use update_note."
"If a note was created earlier in the conversation and the user provides more content for it, use update_note. "
"Use get_note to read the full content of a specific note. "
"Use list_notes to browse notes by recency or tag. "
"Use delete_note / delete_task only when explicitly asked to delete — these require confirmation."
)
tool_guidance = "\n".join(tool_lines)
src/fabledassistant/services/notes.py
+11
View File
@@ -250,6 +250,17 @@ async def search_notes_for_context(
return list(result.scalars().all())
async def get_notes_by_ids(user_id: int, note_ids: list[int]) -> dict[int, Note]:
"""Batch fetch notes by ID list. Returns {note_id: Note}."""
if not note_ids:
return {}
async with async_session() as session:
result = await session.execute(
select(Note).where(Note.user_id == user_id, Note.id.in_(note_ids))
)
return {n.id: n for n in result.scalars().all()}
async def get_backlinks(user_id: int, note_id: int) -> list[dict]:
note = await get_note(user_id, note_id)
if note is None:
src/fabledassistant/services/tools.py
+264 -2
View File
@@ -15,10 +15,11 @@ from fabledassistant.services.caldav import (
list_events,
list_todos,
search_events,
search_todos,
update_event,
update_todo,
)
from fabledassistant.services.notes import create_note, get_note_by_title, list_notes, update_note
from fabledassistant.services.notes import create_note, delete_note, get_note_by_title, list_notes, update_note
from fabledassistant.services.tag_suggestions import suggest_tags
logger = logging.getLogger(__name__)
@@ -132,6 +133,16 @@ _CORE_TOOLS = [
"type": "string",
"description": "New due date in YYYY-MM-DD format",
},
"tags": {
"type": "array",
"items": {"type": "string"},
"description": "Tags to apply (see tag_mode for how they're applied)",
},
"tag_mode": {
"type": "string",
"enum": ["replace", "add", "remove"],
"description": "'replace' sets tags to exactly this list, 'add' appends without duplicates, 'remove' removes listed tags (default: replace)",
},
},
"required": ["query"],
},
@@ -149,6 +160,104 @@ _CORE_TOOLS = [
"type": "string",
"description": "Search query to find notes/tasks",
},
"type": {
"type": "string",
"enum": ["note", "task"],
"description": "Restrict results to only notes or only tasks. Omit to search both.",
},
},
"required": ["query"],
},
},
},
{
"type": "function",
"function": {
"name": "get_note",
"description": (
"Retrieve the full content of a specific note. Use this when the user asks to read, "
"view, or check what a particular note says. Returns the complete note body."
),
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Title or keyword to identify the note",
},
},
"required": ["query"],
},
},
},
{
"type": "function",
"function": {
"name": "list_notes",
"description": (
"Browse the user's notes (not tasks). Use this when the user asks to see, list, or browse "
"their notes — by recency, keyword, or tag. For tasks, use list_tasks instead."
),
"parameters": {
"type": "object",
"properties": {
"q": {
"type": "string",
"description": "Optional keyword filter",
},
"tags": {
"type": "array",
"items": {"type": "string"},
"description": "Filter notes that have ALL of these tags",
},
"sort": {
"type": "string",
"enum": ["updated_at", "created_at", "title"],
"description": "Sort field (default: updated_at)",
},
"limit": {
"type": "integer",
"description": "Maximum number of notes to return (default 10)",
},
},
},
},
},
{
"type": "function",
"function": {
"name": "delete_note",
"description": (
"Delete a note permanently. Use ONLY when the user explicitly asks to delete or remove a note. "
"This action requires user confirmation and cannot be undone."
),
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Title or keyword to find the note to delete",
},
},
"required": ["query"],
},
},
},
{
"type": "function",
"function": {
"name": "delete_task",
"description": (
"Delete a task permanently. Use ONLY when the user explicitly asks to delete or remove a task. "
"This action requires user confirmation and cannot be undone."
),
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Title or keyword to find the task to delete",
},
},
"required": ["query"],
},
@@ -518,6 +627,34 @@ _CALDAV_TOOLS = [
},
},
},
{
"type": "function",
"function": {
"name": "search_todos",
"description": (
"Search CalDAV todos by keyword. Use this when the user asks to find a specific calendar todo "
"by name or content, rather than listing all todos."
),
"parameters": {
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Keyword to search for in todo summary or description",
},
"include_completed": {
"type": "boolean",
"description": "Include completed todos in search (default false)",
},
"calendar_name": {
"type": "string",
"description": "Optional calendar name to restrict search",
},
},
"required": ["query"],
},
},
},
]
@@ -622,6 +759,21 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
update_fields["priority"] = arguments["priority"]
if "due_date" in arguments:
update_fields["due_date"] = _parse_due_date(arguments["due_date"])
if "tags" in arguments:
new_tags = arguments["tags"]
if isinstance(new_tags, list):
tag_mode = arguments.get("tag_mode", "replace")
if tag_mode == "add":
existing = list(note.tags or [])
for t in new_tags:
if t not in existing:
existing.append(t)
update_fields["tags"] = existing
elif tag_mode == "remove":
existing = list(note.tags or [])
update_fields["tags"] = [t for t in existing if t not in new_tags]
else:
update_fields["tags"] = new_tags
updated = await update_note(user_id, note.id, **update_fields)
if updated is None:
@@ -673,7 +825,13 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
elif tool_name == "search_notes":
query = arguments.get("query", "")
notes, total = await list_notes(user_id=user_id, q=query, limit=5)
type_filter = arguments.get("type")
is_task: bool | None = None
if type_filter == "note":
is_task = False
elif type_filter == "task":
is_task = True
notes, total = await list_notes(user_id=user_id, q=query, is_task=is_task, limit=5)
results = []
for n in notes:
results.append({
@@ -859,6 +1017,110 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
"data": result,
}
elif tool_name == "search_todos":
results = await search_todos(
user_id=user_id,
query=arguments.get("query", ""),
include_completed=bool(arguments.get("include_completed", False)),
calendar_name=arguments.get("calendar_name"),
)
return {
"success": True,
"type": "todos",
"data": {
"count": len(results),
"todos": results,
},
}
elif tool_name == "get_note":
query = arguments.get("query", "")
note = await get_note_by_title(user_id, query)
if note is None:
notes, _ = await list_notes(user_id=user_id, q=query, limit=3)
if not notes:
return {"success": False, "error": f"No note found matching '{query}'."}
note = notes[0]
return {
"success": True,
"type": "note_content",
"data": {
"id": note.id,
"title": note.title,
"body": note.body or "",
"tags": note.tags or [],
},
}
elif tool_name == "list_notes":
tags_raw = arguments.get("tags")
tags = tags_raw if isinstance(tags_raw, list) else None
notes, total = await list_notes(
user_id=user_id,
q=arguments.get("q") or arguments.get("query"),
tags=tags,
is_task=False,
sort=arguments.get("sort", "updated_at"),
order="desc",
limit=int(arguments.get("limit", 10)),
)
results = [
{
"id": n.id,
"title": n.title,
"tags": n.tags or [],
"preview": (n.body[:200] + "...") if n.body and len(n.body) > 200 else (n.body or ""),
}
for n in notes
]
return {
"success": True,
"type": "notes_list",
"data": {
"total": total,
"count": len(results),
"results": results,
},
}
elif tool_name == "delete_note":
query = arguments.get("query", "")
note = await get_note_by_title(user_id, query)
if note is None:
notes, _ = await list_notes(user_id=user_id, q=query, is_task=False, limit=3)
if not notes:
return {"success": False, "error": f"No note found matching '{query}'."}
note = notes[0]
if note.status is not None:
return {"success": False, "error": f"'{note.title}' is a task. Use delete_task instead."}
deleted = await delete_note(user_id, note.id)
if not deleted:
return {"success": False, "error": "Failed to delete note."}
return {
"success": True,
"type": "note_deleted",
"data": {"id": note.id, "title": note.title},
}
elif tool_name == "delete_task":
query = arguments.get("query", "")
note = await get_note_by_title(user_id, query)
if note is None:
notes, _ = await list_notes(user_id=user_id, q=query, is_task=True, limit=3)
if not notes:
return {"success": False, "error": f"No task found matching '{query}'."}
note = notes[0]
if note.status is None:
return {"success": False, "error": f"'{note.title}' is a note. Use delete_note instead."}
deleted = await delete_note(user_id, note.id)
if not deleted:
return {"success": False, "error": "Failed to delete task."}
return {
"success": True,
"type": "task_deleted",
"data": {"id": note.id, "title": note.title},
}
else:
return {"success": False, "error": f"Unknown tool: {tool_name}"}