Commit Graph

19 Commits

Author SHA1 Message Date
bvandeusen 9191ab5b27 feat(tasks): POST /api/tasks/:id/consolidate + separate body/description fields
New endpoint manually triggers a consolidation pass for a single task.
Bypasses the auto_consolidate_tasks setting since the user is asking
explicitly. Returns the task with the freshly-written body and
consolidated_at timestamp.

Also un-aliases description and body in the create/update task routes
(was: description folded into body as legacy fallback). With separate
fields under the task-as-durable-record design, both flow through as
distinct kwargs to create_note / update_note.
2026-05-13 12:16:43 -04:00
bvandeusen d9bd16633f fix(tasks): audit pass — permission checks, tool gaps, hard reload
- PUT/PATCH/DELETE /api/tasks/:id now use get_note_for_user + can_write_note
  so shared project editors can mutate tasks; owners unaffected
- PATCH /api/tasks/:id/status gets same treatment
- All write routes call update_note/delete_note with note.user_id (owner)
  not the accessing user's uid, matching the milestone fix pattern
- create_task tool gains tags (array) and status (enum) parameters;
  handler now passes tags to create_note and respects initial status
- create_task tool response now includes milestone_id and parent_id
- update_note tool gains milestone parameter; handler resolves the
  milestone by title within the note's current (or newly set) project,
  clears milestone_id when project is cleared
- list_tasks tool gains q keyword search parameter; passed through
  to list_notes
- TaskEditorView: replace window.location.reload() with
  router.push('/tasks/:id') after save

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-04 13:48:07 -04:00
bvandeusen 0dc3dfa539 feat: add recurrence_rule validation and recurrence-preview endpoint in tasks routes 2026-03-27 22:54:11 -04:00
bvandeusen 7a12cba4d5 feat: add 'cancelled' task status; fix 500 on invalid status/priority
TaskStatus enum was missing 'cancelled' — the LLM tried to use it and
hit TaskStatus("cancelled") raising ValueError → 500. Added the value,
a migration to extend the task_status Postgres enum, and proper 400
validation guards on both create and update task routes.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-27 09:18:16 -04:00
bvandeusen bc5f1679d5 fix: accept PATCH on /api/tasks/:id (MCP update_task compatibility)
The MCP fable_update_task tool calls PATCH /api/tasks/{id} but the route
only declared PUT. Adding PATCH to the same handler fixes the 405.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 23:44:20 -04:00
bvandeusen 22634aa0c9 refactor: DRY pass on backend — pagination helper and sharing utilities
- Add parse_pagination() to routes/utils.py; replace 6 duplicate limit/offset extractions in notes, tasks, chat, projects, milestones routes
- Extract _enrich_shares() in sharing.py; eliminates identical 12-line loop in list_project_shares and list_note_shares
- Extract _deduplicate_by_permission() in sharing.py; eliminates identical deduplication blocks in list_shared_with_me for projects and notes

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-26 22:52:39 -04:00
bvandeusen a58dbe79f2 fix: fuzzy project resolution and guard against accidental project creation
- _resolve_project now uses reverse-substring + SequenceMatcher (≥0.55)
  so partial names like "Famous Supply" match "Famous Supply Co." reliably
- create_project runs similar-project checks before the confirmed gate so
  confirmed=true can't bypass them; threshold lowered to 0.55 to catch
  abbreviated names
- Error messages on project-not-found no longer suggest create_project,
  directing the model to list_projects first
- Tool description updated to explicitly prohibit calling create_project
  in response to a lookup failure
- tasks.py: fire-and-forget embedding update on create/update
- briefing_pipeline.py: await is_caldav_configured (was sync call)
- notes.py: remove erroneous duplicate count_query filter

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-16 07:44:27 -04:00
bvandeusen c7ef709633 Multi-user sharing, groups, and in-app notifications
Backend:
- Alembic migration 0025: groups, group_memberships, project_shares,
  note_shares, notifications tables
- models: Group, GroupMembership, ProjectShare, NoteShare, Notification
- services/access.py: permission resolution (viewer/editor/admin/owner)
- services/groups.py + routes/groups.py: full group CRUD + membership
- services/sharing.py + routes/shares.py: project/note sharing API
- services/notifications.py: in-app notification create/list/mark-read
- routes/in_app_notifications.py: GET/POST notification endpoints
- routes/users.py: user search endpoint
- services/projects.py + services/notes.py: *_for_user variants
- routes updated to use *_for_user on get/list; adds permission field
- app.py: register all new blueprints

Frontend:
- api/client.ts: ShareEntry, GroupEntry, NotificationEntry types + helpers
- stores/notifications.ts: Pinia store with polling
- NotificationBell.vue: bell icon + badge + dropdown toggle + 60s poll
- NotificationsPanel.vue: unread notification list with mark-all-read
- ShareDialog.vue: teleport modal for sharing projects/notes with users/groups
- SharedWithMeView.vue: /shared route listing shared projects and notes
- AppHeader: NotificationBell, Shared nav link
- ProjectView, NoteViewerView, TaskViewerView: Share button + ShareDialog
- SettingsView: Groups admin tab with create/delete groups + member mgmt
- router: /shared route

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-11 15:37:00 -04:00
bvandeusen 1c6d009603 API: no_project filter + project_id on tasks route
- list_notes(): add no_project param → Note.project_id.is_(None) filter
- GET /api/notes: expose ?no_project=true
- GET /api/tasks: add ?project_id= and ?no_project=true pass-through

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-10 20:04:03 -04:00
bvandeusen 4dd3c1fe81 Fix queued bubbles, queue persistence, duplicate confirm UX, semantic check
- Queued message bubbles now match user bubble style (primary colour,
  right-aligned, opacity 0.45) in both ChatView and WorkspaceView
- Queue persisted to localStorage (fa_conv_queue_<id>); survives page
  refresh, restored on fetchConversation, cleared on delete
- ToolCallCard confirm/deny: buttons now inline in header row; "Create
  anyway" calls POST /api/notes or /api/tasks directly (no LLM round-trip);
  shows "✓ Created" / "Skipped" state; removed chatStore dependency
- POST /api/notes and POST /api/tasks now accept project (name string) and
  resolve to project_id server-side, matching tools.py behaviour
- Remove semantic similarity duplicate check from create_note and
  create_task — 0.87 threshold was too aggressive for topically-related
  notes; title-based exact/fuzzy checks are sufficient

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-10 08:11:39 -04:00
bvandeusen 16ecd6bbeb DRY refactoring pass: shared mixins, route helpers, composables, CSS
Backend:
- models/base.py: TimestampMixin + CreatedAtMixin; applied to all 10+ models
- routes/utils.py: not_found() + parse_iso_date() helpers; used across all route files
- routes/milestones.py: _milestone_dict() helper replaces 5 repeated to_dict + progress blocks

Frontend:
- 5 new composables: useAutoSave, useEditorGuards, useTagSuggestions,
  useFloatingAssist, useListKeyboardNavigation
- ConfirmDialog.vue: reusable confirm modal replacing inline <teleport> blocks
- editor-shared.css: sidebar CSS consolidated from both editor views
- viewer-shared.css: context-bar/breadcrumb CSS consolidated from both viewer views
- NoteEditorView + TaskEditorView: ~120 lines each replaced with composable calls;
  duplicate scoped sidebar CSS removed
- NotesListView + TasksListView: inline keyboard-nav replaced with composable
- NoteViewerView + TaskViewerView: duplicate context-bar CSS removed

No behaviour changes. Net: -634 lines, +237 lines across 31 files.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-06 15:26:34 -05:00
Bryan Van Deusen 87d3f3ea16 Fix project/milestone association and redesign AppHeader navigation
Backend:
- routes/tasks.py: POST + PUT were silently dropping project_id,
  milestone_id, parent_id from request body — root cause of association
  not saving from the task editor
- routes/tasks.py: GET /api/tasks/:id now includes parent_title in
  response (secondary lookup when parent_id is set)
- routes/notes.py: add PATCH /api/notes/:id for partial updates (used
  by sub-task status toggle; PUT already existed but PATCH was missing)
- routes/projects.py: GET /api/projects/:id/notes now fetches milestone
  IDs and passes them via milestone_ids so tasks assigned to a milestone
  (but lacking project_id) are included in the project view
- services/notes.py: create_note() auto-sets project_id from milestone
  when milestone_id is provided and project_id is omitted; list_notes()
  gains milestone_ids param — when combined with project_id uses OR
  condition (project_id=X OR milestone_id IN (...))

Frontend:
- NoteEditorView: add MilestoneSelector; milestone resets when project
  changes; all save paths (save/create/auto-save) include milestone_id
- stores/notes.ts: add milestone_id to createNote + updateNote types
- TaskEditorView: sub-tasks now inherit milestone_id from parent task
- AppHeader: three-zone layout — brand left, Notes/Projects/Tasks/Chat
  centered (absolute positioning), right rail with status/theme/? and
  gear dropdown containing Settings/Users/Logs; mobile dropdown unchanged

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-03-03 13:34:01 -05:00
bvandeusen 316a85e13b Phase 20: Dedicated tag field — chip input, explicit tags array
Tags are now a first-class field rather than being auto-extracted from
the note body. A new TagInput.vue chip component handles tag entry in
both editor views with autocomplete, Enter/comma/backspace UX, and
space-to-hyphen sanitization.

Backend:
- routes/notes.py: create reads tags from JSON; update accepts explicit
  tags (omit = keep existing); append_tag writes to tags array with
  dedup; suggest-tags accepts current_tags filter; remove extract_tags
- routes/tasks.py: same — explicit tags on create/update; remove extract_tags
- services/tag_suggestions.py: current_tags param replaces body extraction
- services/tools.py: create_note tool schema adds tags param; executor passes it
- services/llm.py: system prompt tells LLM to use tags param, not embed #tag in body

Frontend:
- components/TagInput.vue: new chip-based tag input (autocomplete, keyboard UX)
- NoteEditorView.vue / TaskEditorView.vue: tags ref loaded from note.tags;
  TagInput placed between title and body; save/autosave include tags; suggest
  now adds chips; fetchTagSuggestions passes current_tags; dirty tracks tags
- TiptapEditor.vue: remove fetchTags prop and TagSuggestion extension;
  keep TagDecoration for legacy inline #tag highlighting

No DB migration needed — tags column already correct.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-26 06:36:35 -05:00
bvandeusen 667ccd70cd Security audit, bug fixes, auto-save, and writing assistant improvements
Backend security & correctness:
- Add rate_limit.py: sliding-window rate limiter (asyncio) applied to login,
  register, forgot/reset password endpoints (10/60s or 5/300s per IP)
- app.py: add security headers in after_request (X-Frame-Options, CSP,
  X-Content-Type-Options, Referrer-Policy) using setdefault to preserve SSE headers
- auth.py: refactor duplicate login_required/admin_required into shared _check_auth()
- config.py: add TRUST_PROXY_HEADERS for proxy-aware client IP resolution
- routes/auth.py: rate limiting, _client_ip() helper, cleaned-up reset_password route
- routes/chat.py, notes.py, tasks.py: int() DoS fix on last_event_id; limit capped
  at 500; date.fromisoformat() wrapped in try/except → 400 on invalid dates
- services/auth.py: fix Setting.user_id update bug (filter on NULL not user.id);
  reset_password_with_token returns int|None (user_id) instead of bool
- services/backup.py: add _security_notice to full backup JSON export
- services/assist.py: system prompt explicitly preserves markdown list structure
  and nested indented sub-items

Infrastructure:
- docker-compose.yml: add healthcheck on app service (/api/health, 10s interval)
- .dockerignore: prevent secrets/node_modules/__pycache__/.env.* leaking into build

Frontend bug fixes:
- TaskCard.vue, TaskViewerView.vue: fix isOverdue() timezone bug (ISO string compare)
- useAssist.ts: accept() now resets state to idle when document changed since proposal
- stores/chat.ts: fix memory leak in _pollUntilLoaded() (try/catch around fetchStatus)
- TiptapEditor.vue: selection offset uses closest-match strategy (not first-match)
- utils/markdown.ts: explicit DOMPurify config with FORCE_BODY; remove as const
  (DOMPurify expects mutable string[])

New features:
- Auto-save (5-minute interval) in NoteEditorView and TaskEditorView — only when
  editing an existing dirty record; silent on error, shows "Auto-saved" toast
- sectionParser.ts: top-level bullet/numbered list items are now individual sections
  in the AI Assist panel (previously treated as one undifferentiated block)
- editor-shared.css: extracted ~500 lines of CSS duplicated between both editors;
  includes .inline-assist-btn at global scope (required for teleported elements)

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-02-19 20:08:44 -05:00
bvandeusen e02b681e91 Add invitation system, table of contents, actionable dashboard, and settings improvements
Invitation system (Phase 5.7):
- invitation_tokens table (migration 0012) with SHA256-hashed tokens, 7-day expiry
- Admin CRUD endpoints: POST/GET/DELETE /api/admin/invitations
- Branded invitation email with registration link
- /register-invite frontend view with token validation and account creation
- Admin UI: invite form + pending invitations table with revoke
- Configurable base URL setting for email links (replaces hardcoded Config.BASE_URL)

Table of contents + markdown improvements (Phase 5.8):
- TableOfContents component: sticky sidebar, heading parsing, smooth-scroll
- Custom marked renderer adds id attributes to headings for anchor links
- stripFirstLineTags() prevents leading #tags from rendering as headings
- NoteViewerView/TaskViewerView flex layout with TOC sidebar (hidden ≤1200px)
- Model catalog refresh: added llama3.2/3.3, gemma3, qwen3, phi4, deepseek-r1,
  qwen2.5-coder, dolphin3; added Reasoning category; removed discontinued models
- Settings model section split into Installed/Available tabs

Actionable dashboard (Phase 5.9):
- due_before/due_after query params on /api/tasks (exclusive < / inclusive >=)
- HomeView rewritten: overdue (red accent), due today, in progress, chats, notes
- 5 parallel API calls via Promise.allSettled
- Client-side done filtering and in-progress deduplication
- Task sections hidden when empty; status toggle removes done tasks

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-14 08:46:51 -05:00
bvandeusen cbfdf5289e Add multi-user auth, background generation, and chat UX improvements
Phase 5: Multi-user authentication with session cookies, bcrypt passwords,
first-user-is-admin pattern, per-user data isolation, backup/restore,
Docker Swarm production stack with secrets and network isolation.

Phase 5.1: Chat UX improvements:
- Background generation architecture (GenerationBuffer + asyncio task)
  with SSE fan-out, reconnect support, and periodic DB flushes
- LLM-generated conversation titles (first exchange + every 10th message)
- Stop generation button with cancel_event and partial content preservation
- Relative timestamps in sidebar (5m ago, 3h ago, then dates)
- Empty chat auto-cleanup on navigation away
- Save-as-note uses LLM for title generation, tags notes with "chat"
- Summarize-as-note also tags with "chat"

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 14:36:30 -05:00
bvandeusen db01106714 Backend efficiency & consistency pass
- Rewrite get_all_tags() with SQL unnest instead of loading all notes
- Consolidate convert_note_to_task/convert_task_to_note to single-session ops
- Add search_notes_for_context() with single OR-keyword query for build_context()
- Drop selectinload from list_conversations(), use correlated subquery for message_count
- Add set_settings_batch() for single-transaction multi-setting upserts
- Extract get_installed_models() shared helper into services/llm.py
- Delete services/tasks.py pass-through wrapper; routes/tasks.py imports from services.notes
- Add B-tree indexes on notes.title and conversations.updated_at (migration 0007)
- Add logging to services/notes.py, services/chat.py, services/settings.py
- Safe Conversation.to_dict() when messages relationship is not loaded

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-11 08:27:11 -05:00
bvandeusen 807cde30be Merge tasks into notes: a task is just a note with task attributes
A task is now a note with status/priority/due_date columns set (status IS NOT NULL).
This eliminates the separate tasks table, companion note system, cascade deletes,
bidirectional title sync, and _skip_cascade flags.

Migration (0004):
- Add status, priority, due_date columns to notes table
- Migrate task data from companion notes and orphan tasks
- Drop tasks table and old enum types

Backend:
- models/note.py: Add TaskStatus/TaskPriority enums, task columns, is_task property
- models/task.py: Deleted (merged into note.py)
- models/__init__.py: Re-export enums from note.py, remove Task import
- services/notes.py: Remove companion/cascade logic, add is_task filter,
  convert_note_to_task, convert_task_to_note, simplified backlinks
- services/tasks.py: Rewritten as thin wrappers around notes service
- routes/notes.py: Add is_task filter (default false), task fields in CRUD,
  convert-to-note endpoint
- routes/tasks.py: description→body (with fallback), remove note_id filter

Frontend:
- types/note.ts: Add TaskStatus, TaskPriority, task fields to Note interface
- types/task.ts: Task is now a re-export alias for Note
- stores/notes.ts: Simplify convertToTask, add convertToNote
- stores/tasks.ts: description→body in createTask/updateTask
- TaskEditorView: description→body, remove companion note UI
- TaskViewerView: description→body, remove companion note link, add Convert to Note
- NoteViewerView: Remove companion task UI, simplify convert-to-task
- TaskCard: description→body, non-null assertions for status/priority

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-10 17:56:12 -05:00
bvandeusen 22a3a3c1d1 Initial commit: note-taking/task-tracking app with LLM integration scaffold
Vue 3 + TypeScript frontend with Pinia stores, markdown rendering (marked + DOMPurify),
wikilink/tag linkification, and autocomplete. Quart async backend with SQLAlchemy 2.0,
PostgreSQL ARRAY columns, task-note companion linking, backlinks, and note-to-task
conversion. Docker Compose setup with PostgreSQL 16 and Ollama.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-02-09 23:35:44 -05:00