Improve project/task/sub-task workflows across backend and web

Backend:
- notes.py: add parent_id filter to list_notes()
- routes/notes.py: expose project_id, milestone_id, parent_id, type
  query params on GET /api/notes
- milestones.py: add find_milestone_by_title() (cross-project search)
- tools.py: list_notes project filter + updated_at; list_tasks milestone
  without project; tag_mode default add; fail-fast project resolution

Web frontend:
- TaskEditorView: add sub-tasks section (fetch, toggle, create inline);
  pre-fill projectId/milestoneId/parentId from URL query params on new task
- ProjectView: add + button in Todo kanban column header linking to
  /tasks/new?projectId=X&milestoneId=Y for quick task creation

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-03-02 22:00:44 -05:00
parent 6580d16942
commit 4fd2c915b6
6 changed files with 266 additions and 4 deletions
+14 -1
View File
@@ -54,8 +54,21 @@ async def list_notes_route():
elif request.args.get("is_task", "").lower() == "true":
is_task = True
project_id = request.args.get("project_id", type=int)
milestone_id = request.args.get("milestone_id", type=int)
parent_id = request.args.get("parent_id", type=int)
# type= shorthand used by web frontend (?type=task or ?type=note)
type_param = request.args.get("type")
if type_param == "task":
is_task = True
elif type_param == "note":
is_task = False
notes, total = await list_notes(
uid, q=q, tags=tag or None, is_task=is_task, sort=sort, order=order, limit=limit, offset=offset
uid, q=q, tags=tag or None, is_task=is_task, sort=sort, order=order,
limit=limit, offset=offset,
project_id=project_id, milestone_id=milestone_id, parent_id=parent_id,
)
return jsonify({"notes": [n.to_dict() for n in notes], "total": total})
@@ -53,6 +53,18 @@ async def get_milestone_by_title(user_id: int, project_id: int, title: str) -> M
return result.scalars().first()
async def find_milestone_by_title(user_id: int, title: str) -> Milestone | None:
"""Find a milestone by title across ALL projects for this user (case-insensitive)."""
async with async_session() as session:
result = await session.execute(
select(Milestone).where(
Milestone.user_id == user_id,
func.lower(Milestone.title) == func.lower(title.strip()),
).order_by(Milestone.id).limit(1)
)
return result.scalars().first()
async def get_or_create_milestone(user_id: int, project_id: int, title: str) -> Milestone:
milestone = await get_milestone_by_title(user_id, project_id, title)
if milestone:
+5
View File
@@ -71,6 +71,7 @@ async def list_notes(
due_after: date | None = None,
project_id: int | None = None,
milestone_id: int | None = None,
parent_id: int | None = None,
sort: str = "updated_at",
order: str = "desc",
limit: int = 50,
@@ -131,6 +132,10 @@ async def list_notes(
query = query.where(Note.milestone_id == milestone_id)
count_query = count_query.where(Note.milestone_id == milestone_id)
if parent_id is not None:
query = query.where(Note.parent_id == parent_id)
count_query = count_query.where(Note.parent_id == parent_id)
sort_col = getattr(Note, sort, Note.updated_at)
if order == "asc":
query = query.order_by(sort_col.asc())
+26 -2
View File
@@ -216,7 +216,7 @@ _CORE_TOOLS = [
"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."
"their notes — by recency, keyword, tag, or project. For tasks, use list_tasks instead."
),
"parameters": {
"type": "object",
@@ -230,6 +230,10 @@ _CORE_TOOLS = [
"items": {"type": "string"},
"description": "Filter notes that have ALL of these tags",
},
"project": {
"type": "string",
"description": "Filter notes by project name",
},
"sort": {
"type": "string",
"enum": ["updated_at", "created_at", "title"],
@@ -904,6 +908,7 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
project_id = None
milestone_id = None
project_name = arguments.get("project")
milestone_name = arguments.get("milestone")
if project_name:
from fabledassistant.services.projects import get_project_by_title, list_projects as _lp
proj = await get_project_by_title(user_id, project_name)
@@ -914,12 +919,17 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
proj = matches[0]
if proj:
project_id = proj.id
milestone_name = arguments.get("milestone")
if milestone_name:
from fabledassistant.services.milestones import get_milestone_by_title
ms = await get_milestone_by_title(user_id, proj.id, milestone_name)
if ms:
milestone_id = ms.id
elif milestone_name:
# No project specified — search milestone by name across all projects
from fabledassistant.services.milestones import find_milestone_by_title
ms = await find_milestone_by_title(user_id, milestone_name)
if ms:
milestone_id = ms.id
notes, total = await list_notes(
user_id=user_id,
is_task=True,
@@ -1097,11 +1107,24 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
elif tool_name == "list_notes":
tags_raw = arguments.get("tags")
tags = tags_raw if isinstance(tags_raw, list) else None
project_id = None
project_name = arguments.get("project")
if project_name:
from fabledassistant.services.projects import get_project_by_title as _gpbt, list_projects as _lp
proj = await _gpbt(user_id, project_name)
if proj is None:
all_p = await _lp(user_id)
matches = [p for p in all_p if project_name.lower() in p.title.lower()]
proj = matches[0] if matches else None
if proj is None:
return {"success": False, "error": f"Project '{project_name}' not found."}
project_id = proj.id
notes, total = await list_notes(
user_id=user_id,
q=arguments.get("q") or arguments.get("query"),
tags=tags,
is_task=False,
project_id=project_id,
sort=arguments.get("sort", "updated_at"),
order="desc",
limit=int(arguments.get("limit", 10)),
@@ -1111,6 +1134,7 @@ async def execute_tool(user_id: int, tool_name: str, arguments: dict) -> dict:
"id": n.id,
"title": n.title,
"tags": n.tags or [],
"updated_at": n.updated_at.isoformat(),
"preview": (n.body[:200] + "...") if n.body and len(n.body) > 200 else (n.body or ""),
}
for n in notes