# Fabled Assistant - Project Context

> **Purpose:** This file is the canonical reference for re-initializing Claude Code
> context on this project. **Update this file after every change session.**

## Session Checklist
> **IMPORTANT:** At the end of every change session, you MUST:
> 1. **Update this file** (`summary.md`) to reflect all architectural, data model,
>    API, file structure, and roadmap changes made during the session.
> 2. **Commit all changes** with a descriptive commit message summarizing what was
>    done (e.g., "Merge tasks into notes: single table with task attributes").
>    Include file-level details in the commit body when the change is non-trivial.

## Last Updated
2026-02-18 — Phase 11: streaming status transparency UX + model load state indicator

## Project Overview
Fabled Assistant is a self-hosted note-taking and task-tracking application with
integrated LLM capabilities. It is designed to run on container infrastructure
(Docker Swarm) and connect to Ollama or any self-hostable LLM-compatible system
for AI-assisted features.

## Core Architecture

### Stack
| Layer       | Technology | Notes |
|-------------|-----------|-------|
| Frontend    | Vue 3 + TypeScript + Vite + Pinia + Vue Router | SPA served from the same container as the API |
| Backend/API | Quart (Python 3.12) | Async framework; serves both API and built frontend static files |
| LLM        | Ollama    | Or any OpenAI-compatible self-hosted LLM API |
| Database   | PostgreSQL 16 | asyncpg driver, SQLAlchemy 2.0 async ORM, Alembic migrations |
| Deployment  | Docker Compose | Single-container app + separate DB + LLM service |

### Key Design Decisions
- **Single container for frontend + API:** Quart serves the Vue.js production
  build as static files and exposes the REST API under `/api/`.
- **Quart chosen for familiarity:** The maintainer (bvandeusen) knows Quart well.
- **SPA routing via 404 handler:** `app.py` uses `@app.errorhandler(404)` (not a
  catch-all route) to serve static files or fall back to `index.html`. API routes
  (`/api/*`) get JSON 404 responses. This avoids a catch-all `/<path:path>` route
  intercepting API GETs.
- **LLM integration is a separate service:** The app communicates with Ollama (or
  compatible) over HTTP.
- **Inline tag extraction:** Tags are extracted from note/task body text using
  `#tag` syntax (Obsidian-style), not manually entered. Backend is source of truth
  for tag extraction. The `TAG_RE` regex uses `(?<!&)` negative lookbehind to avoid
  matching HTML entities like `&#39;` as tags.
- **Hierarchical tags:** `#project/webapp` stored as `"project/webapp"`. Filtering
  by `project` matches both `project` and `project/*` children via SQL `unnest` +
  `LIKE` prefix.
- **Dark-first theming:** CSS custom properties on `:root` (light) and
  `[data-theme="dark"]`, with `prefers-color-scheme` detection defaulting to dark.
- **Design tokens:** Standardized CSS custom properties for border-radius
  (`--radius-sm: 6px`, `--radius-md: 8px`, `--radius-lg: 12px`), semantic colors
  (`--color-success`, `--color-warning`, `--color-overlay`), and focus ring
  (`--focus-ring`). All components reference tokens instead of hardcoded values.
- **Unified note/task model:** A task is just a note with task attributes enabled.
  A note has `status IS NOT NULL` ⟹ it's a task. "Convert to task" sets
  `status='todo'`; "convert to note" clears `status`, `priority`, `due_date`.
  No companion notes, no cascade deletes, no bidirectional sync needed.
- **Wikilinks:** Obsidian-style `[[Title]]` and `[[Title|Display Text]]` in markdown
  bodies. Clicking a wikilink uses `POST /api/notes/resolve-title` to auto-create
  missing notes.
- **Background generation architecture:** LLM streaming runs in a detached
  `asyncio.Task` that writes into an in-memory `GenerationBuffer`. SSE clients
  tail the buffer and can reconnect mid-stream without data loss. Buffer has
  `cancel_event` for user-initiated stop. Completed buffers are cleaned up after
  60s grace period. Periodic DB flushes every 5s preserve partial content.
  Both chat and AI Assist use this architecture — assist buffers are keyed by
  `"assist:{user_id}"` (string keys) instead of conversation ID (int keys).
  Assist generation has no DB persistence, no title generation, no cancellation.
- **SSE over WebSockets for LLM streaming:** SSE clients connect via
  `GET /api/chat/conversations/:id/generation/stream` with `Last-Event-ID`
  reconnection support. Frontend uses `fetch()` + `ReadableStream`. Simpler than
  WebSockets; Quart supports async generators natively for SSE.
- **Context building server-side:** Backend fetches URL content and searches notes —
  frontend just sends the message text + optional note ID + optional exclude list.
  Keyword extraction uses simple word splitting with stopword filtering (no embeddings).
  `build_context()` returns `(messages, context_meta)` tuple; metadata includes
  auto-found note IDs/titles sent to frontend via SSE `context` event before streaming.
  Multi-word search splits terms into per-word ILIKE with AND logic (not adjacent match).
- **Reverse proxy required for production:** The app does not terminate TLS. A
  reverse proxy (Nginx/Traefik/Caddy) must sit in front of port 5000. Do not
  expose the app directly to the internet.
- **Registration auto-closes:** After the first user registers (admin), registration
  is closed by default. The admin can toggle it from `/admin/users`. The setting is
  stored as the admin user's `registration_open` setting key.
- **No blocking long-running operations:** Any potentially slow operation (model
  pulls, LLM calls, URL fetching, etc.) must never block app startup or freeze the
  UI. Backend uses SSE streaming for incremental responses (chat messages and model
  pull progress). Frontend keeps the UI responsive during async operations (loading
  states, streaming indicators, progress percentages). This applies to all future
  features as well.
- **Auto-pull model on startup:** Non-blocking background task, logs warning on
  failure so the app still starts even if Ollama isn't ready.
- **Backlinks:** `GET /api/notes/:id/backlinks` searches all note bodies for
  `[[Title]]` patterns referencing the given note. Results include `type: "note"` or
  `type: "task"` based on whether the linking note has `status IS NOT NULL`.
- **Idempotent raw SQL migrations:** All Alembic migrations use raw SQL with
  `CREATE TABLE IF NOT EXISTS`, `CREATE INDEX IF NOT EXISTS`, and `DO $$ BEGIN
  CREATE TYPE ... EXCEPTION WHEN duplicate_object` to allow safe re-runs and
  fresh database creation.
- **Session cookie security:** `HttpOnly` and `SameSite=Lax` always set. `Secure`
  flag controlled by `SECURE_COOKIES` env var (enable when behind TLS).
- **Default SECRET_KEY warning:** App logs a WARNING on startup if the default
  `dev-secret-change-me` key is in use.

### High-Level Component Diagram
```
┌─────────────────────────────────────────────┐
│              Docker Compose                  │
│                                              │
│  ┌──────────────────────┐   ┌────────────┐  │
│  │  fabledassistant     │   │  ollama     │  │
│  │  ┌────────────────┐  │   │            │  │
│  │  │  Quart Server   │  │   │  LLM API   │  │
│  │  │  ┌──────────┐  │  │   │            │  │
│  │  │  │ Vue SPA  │  │  │   └────────────┘  │
│  │  │  │ (static) │  │  │         ▲         │
│  │  │  └──────────┘  │  │         │         │
│  │  │  ┌──────────┐  │  │    HTTP/REST      │
│  │  │  │ /api/*   │──┼──┼─────────┘         │
│  │  │  └──────────┘  │  │                   │
│  │  │       │        │  │  ┌────────────┐   │
│  │  │       ▼        │  │  │ PostgreSQL │   │
│  │  │  ┌──────────┐  │  │  │    16      │   │
│  │  │  │ asyncpg  │──┼──┼──▶            │   │
│  │  │  └──────────┘  │  │  └────────────┘   │
│  │  └────────────────┘  │                   │
│  └──────────────────────┘                   │
└─────────────────────────────────────────────┘
```

## Data Model

### Users
- `id` (int PK), `username` (text UNIQUE NOT NULL), `email` (text nullable),
  `password_hash` (text NOT NULL), `role` (text NOT NULL DEFAULT 'user'),
  `created_at` (timestamptz)
- First registered user auto-assigned `role='admin'`; claims orphaned data
- Passwords hashed with bcrypt
- `to_dict()` excludes `password_hash`

### Notes (unified — includes tasks)
- `id` (int PK), `title` (str), `body` (markdown str), `tags` (ARRAY[str]),
  `parent_id` (nullable FK to self), `user_id` (nullable FK to users, CASCADE),
  `status` (nullable str — `todo`/`in_progress`/`done`),
  `priority` (nullable str — `none`/`low`/`medium`/`high`), `due_date` (nullable date),
  `created_at`, `updated_at`
- **A note is a task when `status IS NOT NULL`** — the `is_task` property checks this
- Tags are auto-extracted from body text on create/update via `#tag` regex
- Supports hierarchical organization via `parent_id`
- Lookup by exact title via `get_note_by_title()` for wikilink resolution
- Auto-create via `get_or_create_note_by_title()` for wikilink clicks
- `to_dict()` returns: `id`, `title`, `body`, `tags`, `parent_id`, `status`,
  `priority`, `due_date`, `is_task`, `created_at`, `updated_at`
- Indexes: GIN on tags, B-tree on status, B-tree on title

### Task ≡ Note with task attributes
- No separate tasks table. `routes/tasks.py` imports directly from
  `services/notes.py` with `is_task=True` for listing and
  defaults `status='todo'`, `priority='none'` for creation.
- "Convert to task" = `update_note(id, status='todo', priority='none')`
- "Convert to note" = `update_note(id, status=None, priority=None, due_date=None)`
- Task body field is `body` (not `description`) — standardized with notes

### Settings
- Composite PK: `(user_id, key)` — `user_id` FK to users (CASCADE), `key` (text)
- `value` (text)
- Per-user key-value store for settings (assistant name, default model, etc.)
- CRUD via `services/settings.py`: all functions take `user_id` as first parameter

### Conversations
- `id` (int PK), `title` (str), `model` (str), `user_id` (nullable FK to users, CASCADE), `created_at`, `updated_at`
- Has many messages (cascade delete)
- Title auto-generated by LLM on first exchange and re-generated every 10th message
- Index on `updated_at` for list ordering
- `to_dict()` returns: `id`, `title`, `model`, `message_count`, `created_at`, `updated_at`
- `list_conversations()` uses a subquery for `message_count` instead of eager-loading all messages

### App Logs
- `id` (int PK), `category` (text NOT NULL — `audit`/`usage`/`error`),
  `user_id` (int FK users ON DELETE SET NULL), `username` (text — denormalized),
  `action` (text), `endpoint` (text), `method` (text), `status_code` (int),
  `duration_ms` (real), `ip_address` (text), `details` (text — JSON-serialized),
  `created_at` (timestamptz DEFAULT now())
- Single table with `category` field for all log types
- Denormalized `username` preserves attribution after user deletion
- `details` stores flexible JSON data (error tracebacks, audit metadata, etc.)
- Indexes: `category`, `user_id`, `created_at`, composite `(category, created_at DESC)`
- Automatic retention cleanup via hourly asyncio task (configurable `LOG_RETENTION_DAYS`, default 90)

### Invitation Tokens
- `id` (int PK), `email` (text NOT NULL), `token_hash` (text NOT NULL UNIQUE),
  `invited_by` (int FK users CASCADE), `expires_at` (timestamptz NOT NULL),
  `used` (boolean NOT NULL DEFAULT FALSE), `created_at` (timestamptz)
- Admin creates invitation → raw token emailed → recipient registers via `/register-invite?token=...`
- Token stored as SHA256 hash (same pattern as password reset)
- 7-day expiration, one-time use, previous unused invitations for same email auto-revoked
- Indexes: `token_hash`, `email`

### Messages
- `id` (int PK), `conversation_id` (FK to conversations, CASCADE), `role` (str: system/user/assistant),
  `content` (str), `status` (str, default `'complete'` — `complete`/`generating`/`error`),
  `context_note_id` (nullable FK to notes, SET NULL), `tool_calls` (nullable JSONB), `created_at`
- Index on `conversation_id`
- `context_note_id` tracks which note was attached as context when message was sent
- `tool_calls` stores an array of tool call records `[{function, arguments, result, status}]` for assistant messages that used tools
- `to_dict()` returns: `id`, `conversation_id`, `role`, `content`, `status`, `context_note_id`, `tool_calls`, `created_at`

## Project Structure (Current)
```
fabledassistant/
├── summary.md                   # This file — canonical project context
├── pyproject.toml               # Python project config (deps include caldav, icalendar)
├── Dockerfile                   # Multi-stage build (Node → Python)
├── docker-compose.yml           # Dev compose (app, PostgreSQL, Ollama)
├── docker-compose.prod.yml     # Production stack (Docker Swarm, secrets, network isolation)
├── alembic.ini                  # Alembic config (prepend_sys_path = src)
├── alembic/
│   ├── env.py                   # Async migration runner
│   └── versions/
│       ├── 0001_create_notes_table.py  # Notes table (raw SQL, idempotent)
│       ├── 0002_create_tasks_table.py  # Tasks table + enums (raw SQL, idempotent)
│       ├── 0003_task_note_companion.py # Data migration: create companion notes for existing tasks
│       ├── 0004_merge_tasks_into_notes.py # Add task columns to notes, migrate data, drop tasks table
│       ├── 0005_add_chat_tables.py    # Conversations + messages tables with FKs and indexes
│       ├── 0006_add_settings_table.py # Settings key-value table
│       ├── 0007_add_title_and_updated_at_indexes.py # B-tree indexes on notes.title and conversations.updated_at
│       ├── 0008_add_users_and_user_id.py # Users table, user_id FKs on notes/conversations/settings, composite PK for settings
│       ├── 0009_add_message_status.py   # Add status column to messages table (default 'complete')
│       ├── 0010_add_app_logs_table.py  # App logs table for audit, usage, and error logging
│       ├── 0011_add_password_reset_tokens.py # Password reset tokens table
│       ├── 0012_add_invitation_tokens.py # Invitation tokens table
│       └── 0013_add_tool_calls_to_messages.py # Add tool_calls JSONB column to messages
├── src/
│   └── fabledassistant/
│       ├── __init__.py
│       ├── app.py               # Quart app factory: SPA via 404 handler, JSON 404/500 for API, request logging middleware
│       ├── auth.py              # Auth decorators: login_required, admin_required, get_current_user_id
│       ├── config.py            # Config from env vars + Docker secrets file support (_read_secret) + SECURE_COOKIES flag
│       ├── models/
│       │   ├── __init__.py      # async_session factory, Base, imports all models
│       │   ├── user.py          # User model (id, username, email, password_hash, role, created_at)
│       │   ├── note.py          # Note model (unified: id, title, body, tags[], parent_id, user_id, status, priority, due_date, timestamps)
│       │   ├── conversation.py  # Conversation + Message models with user_id
│       │   ├── setting.py       # Setting model (composite PK: user_id + key, value TEXT)
│       │   ├── app_log.py      # AppLog model (id, category, user_id, username, action, endpoint, method, status_code, duration_ms, ip_address, details, created_at)
│       │   └── invitation.py   # InvitationToken model (id, email, token_hash, invited_by, expires_at, used, created_at)
│       ├── routes/
│       │   ├── __init__.py
│       │   ├── api.py           # /api blueprint with /health endpoint (public)
│       │   ├── auth.py          # /api/auth blueprint: register, login, logout, me, status, password reset, invitation registration
│       │   ├── admin.py         # /api/admin blueprint: backup, restore, user management, registration toggle, invitations, base URL, SMTP (admin only)
│       │   ├── chat.py          # /api/chat blueprint: conversations CRUD, SSE message streaming (all @login_required)
│       │   ├── notes.py         # /api/notes CRUD + wikilinks + backlinks + tag suggestions (all @login_required)
│       │   ├── tasks.py         # /api/tasks CRUD + PATCH status (all @login_required)
│       │   └── settings.py      # /api/settings GET/PUT — per-user settings (@login_required)
│       ├── services/
│       │   ├── auth.py          # Auth business logic: hash_password, verify_password, create_user, authenticate, get_user_by_id, is_registration_open, list_users, delete_user, set_registration_open, password reset tokens, invitation tokens (create, validate, register_with_invitation, list_pending, revoke)
│       │   ├── backup.py        # Backup/restore: export_full_backup, export_user_backup, restore_full_backup
│       │   ├── notes.py         # CRUD with user_id isolation, is_task filter, convert, backlinks, search_notes_for_context
│       │   ├── llm.py           # Ollama interaction: build_context with user_id, streaming (stream_chat + stream_chat_with_tools), ChatChunk dataclass, URL fetching
│       │   ├── chat.py          # Conversation CRUD with user_id isolation, add_message, save/summarize as note (LLM-titled, chat-tagged)
│       │   ├── generation_buffer.py # In-memory SSE event buffer with cancel_event, reconnect support, auto-cleanup; supports chat (int keys) and assist (string keys)
│       │   ├── generation_task.py   # Background asyncio tasks: run_generation (chat, DB flush, titles, intent routing + tool loop) + run_assist_generation (lightweight, no DB)
│       │   ├── intent.py          # Intent routing: classify_intent() makes fast non-streaming LLM call to detect tool intent before streaming
│       │   ├── tools.py            # LLM tool definitions (create_task, create_note, update_note, list_tasks, search_notes, full CalDAV suite incl. update_todo) + execute_tool dispatcher
│       │   ├── tag_suggestions.py # LLM-powered tag suggestions: suggest_tags() builds prompt with existing tags, calls generate_completion, parses JSON response
│       │   ├── caldav.py          # CalDAV integration: full event lifecycle (create/list/search/update/delete), todos (create/list/complete/delete), list_calendars, timezone (ZoneInfo), reminders (VALARM), attendees, multi-calendar search
│       │   ├── settings.py      # Settings CRUD with user_id isolation: get_setting, set_setting, set_settings_batch, get_all_settings
│       │   ├── logging.py      # App logging: log_audit, log_usage, log_error, get_logs, get_log_stats, delete_old_logs, start_log_retention_loop
│       │   ├── email.py        # SMTP email service: get_smtp_config, is_smtp_configured, send_email, send_test_email
│       │   └── notifications.py # Notification service: notify_security_event, check_due_tasks, start_notification_loop
│       ├── utils/
│       │   ├── __init__.py
│       │   └── tags.py          # extract_tags() — regex #tag extraction, skips code fences
│       └── static/              # Vue production build (generated by Dockerfile)
└── frontend/
    ├── package.json             # deps: vue, pinia, vue-router, marked, dompurify
    ├── vite.config.ts
    ├── tsconfig.json
    ├── src/
    │   ├── App.vue              # Shell: .app-shell (100dvh flex column) with AppHeader + .app-content (flex:1, scrollable) wrapping router-view; starts status polling + loads settings on mount
    │   ├── main.ts              # App init, imports theme.css
    │   ├── assets/
    │   │   └── theme.css        # CSS custom properties: light/dark themes, body reset, design tokens, responsive breakpoints (480/768/1024), utility classes (.hide-mobile/.hide-desktop), mobile touch targets
    │   ├── api/
    │   │   └── client.ts        # ApiError class, apiGet/apiPost/apiPut/apiPatch/apiDelete + apiSSEStream (fetch+ReadableStream), apiStreamPost (legacy), auto 401→login redirect
    │   ├── composables/
    │   │   ├── useTheme.ts      # Theme toggle, localStorage, prefers-color-scheme
    │   │   ├── useShortcuts.ts  # Shared showShortcuts ref + open/close/toggle helpers (used by App.vue + AppHeader.vue)
    │   │   ├── useAutocomplete.ts # Legacy textarea autocomplete (replaced by Tiptap suggestion extensions)
    │   │   └── useAssist.ts     # AI Assist composable: section parsing, target selection, two-step POST+SSE streaming (apiPost → apiSSEStream), accept/reject; watches body ref for auto-sync
    │   ├── stores/
    │   │   ├── auth.ts          # Auth state: user, isAuthenticated, isAdmin, login/register/logout/checkAuth
    │   │   ├── notes.ts         # CRUD + tag filter, resolveTitle, convertToTask, convertToNote, fetchBacklinks, fetchAllTags (with toast errors)
    │   │   ├── tasks.ts         # CRUD + status/priority filter, patchStatus (with toast errors)
    │   │   ├── chat.ts          # Conversation CRUD, sendMessage (SSE streaming), status polling, running models, model warming, updateConversationModel (with toast errors)
    │   │   ├── settings.ts      # App settings: assistantName, defaultModel, pullModel, deleteModel (with toast errors)
    │   │   └── toast.ts         # Toast notification state (success/error/warning), 4s auto-dismiss, dismiss(id)
    │   ├── types/
    │   │   ├── auth.ts          # User interface, AuthStatus interface
    │   │   ├── note.ts          # Note interface (with status, priority, due_date, is_task) + TaskStatus, TaskPriority types + NoteListResponse
    │   │   ├── chat.ts          # ToolCallRecord, Message, Conversation, ConversationDetail, ContextMeta, OllamaModel, RunningModel, OllamaStatus interfaces
    │   │   ├── settings.ts      # AppSettings interface, ModelInfo interface (name, description, size, bestFor, category)
    │   │   └── task.ts          # Task = re-export of Note; TaskListResponse
    │   ├── extensions/
    │   │   ├── TagDecoration.ts    # ProseMirror decoration plugin: highlights #tags with .inline-tag class
    │   │   ├── WikilinkDecoration.ts # ProseMirror decoration plugin: highlights [[wikilinks]] with .wikilink class
    │   │   ├── TagSuggestion.ts    # @tiptap/suggestion extension for #tag autocomplete (suppressed at line start for headings)
    │   │   ├── WikilinkSuggestion.ts # @tiptap/suggestion extension for [[wikilink]] autocomplete
    │   │   └── suggestionRenderer.ts # Shared Vue renderer for suggestion dropdowns (creates/positions SuggestionDropdown)
    │   ├── utils/
    │   │   ├── tags.ts          # extractTags(), linkifyTags() (with (?<!&) to skip HTML entities), linkifyWikilinks()
    │   │   ├── markdown.ts      # renderMarkdown() (full) + renderPreview() (strips links/images) — decodes HTML entities before marked, replaces &#39; after sanitization
    │   │   └── markdownSerializer.ts # Tiptap JSON → markdown serializer: handles all StarterKit nodes + marks
    │   ├── views/
    │   │   ├── LoginView.vue    # Login form with error display, link to register
    │   │   ├── RegisterView.vue # Register form with password confirmation; shows "closed" message when registration disabled
    │   │   ├── RegisterInviteView.vue # Invitation-based registration: validates token, creates account with pre-set email
    │   │   ├── UserManagementView.vue # Admin user management: registration toggle, invitations (send/revoke), user list with delete
    │   │   ├── ChatView.vue     # Dedicated /chat page: responsive sidebar (overlay on mobile), bubble messages, note picker, context pills, model selector in header
    │   │   ├── HomeView.vue     # Actionable dashboard: overdue, due today, due this week, high priority, in progress tasks; recent chats with inline chat input; recently edited notes; model warming on mount
    │   │   ├── SettingsView.vue # Settings page: assistant name, model catalog, data export/restore (admin)
    │   │   ├── NotesListView.vue # Note list: search, sort, tag filter pills, pagination
    │   │   ├── NoteEditorView.vue # Create/edit: Tiptap editor, sticky toolbar, AI Assist panel (bottom 1/3), LLM tag suggestions, Ctrl+S, unsaved guard
    │   │   ├── NoteViewerView.vue # Markdown render, wikilink auto-create, convert-to-task, backlinks, table of contents sidebar
    │   │   ├── TasksListView.vue # Task list: search, status/priority filters, sort, pagination
    │   │   ├── TaskEditorView.vue # Create/edit task: Tiptap editor, sticky toolbar, AI Assist panel, LLM tag suggestions, Ctrl+S, dirty guard
    │   │   └── TaskViewerView.vue # Task detail: rendered markdown, badges, convert-to-note, backlinks, table of contents sidebar
    │   ├── components/
    │   │   ├── LogsView.vue     # Admin log viewer: stats summary, category/search/date filters, paginated table with expandable detail rows
    │   │   ├── AppHeader.vue    # Nav bar: brand, nav links (incl. admin Logs), status indicator, theme toggle, user info + logout, hamburger menu (mobile)
    │   │   ├── ChatPanel.vue    # Slide-out chat panel (right side overlay, receives contextNoteId prop), bubble-style messages, floating dark input, note picker, context pills with promote/exclude
    │   │   ├── ModelSelector.vue # Model dropdown (v-model pattern): fetches installed + running models, hot/cold indicators
    │   │   ├── DashboardChatInput.vue # Inline chat bar: ModelSelector + note picker + textarea + send button; emits submit event
    │   │   ├── ToolCallCard.vue # Compact card for tool call results (created task/note link, search results, errors) + suggested tag pills with apply-on-click
    │   │   ├── ChatMessage.vue  # Message bubble: markdown rendering, tool call cards, configurable assistant name label, "Save as Note" action on assistant messages
    │   │   ├── NoteCard.vue     # Card with rendered markdown preview (v-html), TagPill, tag-click emit, hover edit button
    │   │   ├── TaskCard.vue     # Card with rendered preview (body not description), StatusBadge (clickable), PriorityBadge, due date, tags, hover edit button
    │   │   ├── StatusBadge.vue  # Color-coded status badge, optional clickable cycling
    │   │   ├── PriorityBadge.vue # Color-coded priority indicator (hidden for "none")
    │   │   ├── MarkdownToolbar.vue # Tiptap command-based toolbar: bold/italic/link/list/heading with active state highlighting
    │   │   ├── TiptapEditor.vue    # Tiptap wrapper: markdown↔HTML round-trip, paste handling, selection change emit, expose editor
    │   │   ├── SuggestionDropdown.vue # Shared autocomplete dropdown for tag/wikilink suggestions
    │   │   ├── SearchBar.vue    # Debounced search input
    │   │   ├── TagPill.vue      # Clickable/dismissible tag pill
    │   │   ├── PaginationBar.vue # Prev/next + page numbers
    │   │   ├── TableOfContents.vue # Sticky sidebar TOC: parses markdown headings, smooth-scroll on click, hidden ≤1200px
    │   │   └── ToastNotification.vue # Fixed-position toast container with close button, warning support
    │   └── router/
    │       └── index.ts         # Routes: /, /login, /register, /register-invite, /notes/*, /tasks/*, /chat, /chat/:id, /settings, /admin/users, /admin/logs; beforeEach auth guard
    └── public/
```

## API Endpoints (Current)

| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/health` | Health check (public) |
| GET | `/api/auth/status` | Check if any users exist + registration open status (public) |
| POST | `/api/auth/register` | Register new user (first user becomes admin; returns 403 if registration closed) |
| POST | `/api/auth/login` | Login with username/password |
| POST | `/api/auth/logout` | Logout (clear session) |
| GET | `/api/auth/me` | Get current user info |
| PUT | `/api/auth/password` | Change password (body: `{current_password, new_password}`) |
| GET | `/api/admin/backup` | Export backup (`?scope=user` for own data, full requires admin) |
| POST | `/api/admin/restore` | Restore from JSON backup (admin only) |
| GET | `/api/admin/users` | List all users (admin only) |
| DELETE | `/api/admin/users/:id` | Delete a user (admin only, cannot delete self) |
| GET | `/api/admin/registration` | Get registration open/closed status (admin only) |
| PUT | `/api/admin/registration` | Toggle registration open/closed (admin only, body: `{open: bool}`) |
| GET | `/api/admin/logs` | List log entries (admin only, params: `category`, `user_id`, `search`, `date_from`, `date_to`, `limit`, `offset`) |
| GET | `/api/admin/logs/stats` | Get log category counts (admin only) |
| GET | `/api/notes` | List notes (params: `q`, `tag`, `sort`, `order`, `limit`, `offset`; defaults to `is_task=false` — plain notes only; `?is_task=true` for tasks, `?all=true` for everything) |
| POST | `/api/notes` | Create note (body: `{title, body, status?, priority?, due_date?}` — tags auto-extracted) |
| GET | `/api/notes/tags` | List all tags from notes table (param: `q` for filter) |
| POST | `/api/notes/suggest-tags` | LLM-suggest tags for content (body: `{title, body}`, returns `{suggested_tags: [...]}`) |
| POST | `/api/notes/:id/append-tag` | Append `#tag` to note body (body: `{tag}`, returns updated note) |
| GET | `/api/notes/by-title?title=...` | Resolve note by exact title (case-insensitive) |
| POST | `/api/notes/resolve-title` | Get-or-create note by title (for wikilink clicks) |
| GET | `/api/notes/:id` | Get single note (response includes `is_task`, `status`, `priority`, `due_date`) |
| PUT | `/api/notes/:id` | Update note (body: `{title?, body?, status?, priority?, due_date?}` — tags re-extracted if body changes) |
| DELETE | `/api/notes/:id` | Delete note (simple delete, no cascade) |
| POST | `/api/notes/:id/convert-to-task` | Set `status='todo'`, `priority='none'` on note (returns 200) |
| POST | `/api/notes/:id/convert-to-note` | Clear `status`, `priority`, `due_date` from note (returns 200) |
| GET | `/api/notes/:id/backlinks` | List notes/tasks that reference this note via wikilinks |
| POST | `/api/notes/assist` | Launch background assist generation, return 202 (body: `{body, target_section, instruction}`; 409 if already running) |
| GET | `/api/notes/assist/stream` | SSE endpoint tailing assist generation buffer; supports `Last-Event-ID` reconnection; emits `chunk`, `done`, `error` events with 15s keepalives |
| GET | `/api/auth/invitation/:token` | Validate invitation token, returns `{valid, email?}` (public) |
| POST | `/api/auth/register-with-invite` | Register with invitation token (body: `{token, username, password}`) (public) |
| GET | `/api/admin/base-url` | Get application base URL setting (admin only) |
| PUT | `/api/admin/base-url` | Set application base URL (admin only, body: `{base_url}`) |
| POST | `/api/admin/invitations` | Create invitation (admin only, body: `{email}`) — sends email with registration link |
| GET | `/api/admin/invitations` | List pending invitations (admin only) |
| DELETE | `/api/admin/invitations/:id` | Revoke invitation (admin only) |
| GET | `/api/tasks` | List tasks (params: `q`, `tag`, `status`, `priority`, `due_before`, `due_after`, `sort`, `order`, `limit`, `offset`) — queries notes where `status IS NOT NULL` |
| POST | `/api/tasks` | Create task (body: `{title, body, status?, priority?, due_date?}` — accepts `description` as fallback for `body`) |
| GET | `/api/tasks/:id` | Get single task |
| PUT | `/api/tasks/:id` | Update task (accepts `body` or `description`, prefers `body`) |
| PATCH | `/api/tasks/:id/status` | Quick status toggle (body: `{status}`) |
| DELETE | `/api/tasks/:id` | Delete task (simple delete) |
| GET | `/api/chat/conversations` | List conversations (params: `limit`, `offset`) |
| POST | `/api/chat/conversations` | Create conversation (body: `{title?, model?}`) |
| GET | `/api/chat/conversations/:id` | Get conversation with all messages |
| DELETE | `/api/chat/conversations/:id` | Delete conversation (cascades to messages) |
| PATCH | `/api/chat/conversations/:id` | Update conversation title or model (body: `{title?, model?}`) |
| POST | `/api/chat/conversations/:id/messages` | Start generation: save user message, launch background task, return 202 (body: `{content, context_note_id?, exclude_note_ids?}`) |
| GET | `/api/chat/conversations/:id/generation/stream` | SSE endpoint tailing generation buffer; supports `Last-Event-ID` reconnection; emits `context`, `chunk`, `done`, `error` events |
| POST | `/api/chat/conversations/:id/generation/cancel` | Cancel active generation (sets cancel_event, saves partial content) |
| POST | `/api/chat/messages/:id/save-as-note` | Save assistant message as a new note (LLM-generated title, tagged `chat`) |
| POST | `/api/chat/conversations/:id/summarize` | Summarize conversation via LLM, save as note |
| GET | `/api/chat/ps` | List currently loaded (hot) Ollama models (`{models: [{name, size, size_vram, expires_at}]}`) |
| POST | `/api/chat/warm` | Pre-load a model into Ollama memory (body: `{model}`, returns 202) |
| GET | `/api/chat/status` | Check Ollama availability and model readiness (`{ollama, model, default_model}`) |
| GET | `/api/chat/models` | List available Ollama models |
| POST | `/api/chat/models/pull` | Pull/download a model from Ollama via SSE streaming progress (body: `{model}`, response: SSE with `{status, completed, total}` events) |
| POST | `/api/chat/models/delete` | Delete a model from Ollama (body: `{model}`) |
| GET | `/api/admin/smtp` | Get SMTP config (password masked) (admin only) |
| PUT | `/api/admin/smtp` | Save SMTP config to admin settings (admin only, body: `{smtp_host, smtp_port, ...}`) |
| POST | `/api/admin/smtp/test` | Send test email (admin only, body: `{recipient}`) |
| GET | `/api/settings` | Get all app settings as `{key: value}` dict |
| PUT | `/api/settings` | Update settings (body: `{key: value, ...}`) |

## Alembic Migrations

### Overview
Migrations use raw SQL for full idempotency — safe to run on a fresh database
or re-run on an existing one. The Dockerfile runs migrations automatically on
container startup.

### Migration Chain
```
0001_create_notes_table.py  →  0002_create_tasks_table.py  →  0003_task_note_companion.py  →  0004_merge_tasks_into_notes.py  →  0005_add_chat_tables.py  →  0006_add_settings_table.py  →  0007_add_title_and_updated_at_indexes.py  →  0008_add_users_and_user_id.py  →  0009_add_message_status.py  →  0010_add_app_logs_table.py  →  0011_add_password_reset_tokens.py  →  0012_add_invitation_tokens.py  →  0013_add_tool_calls_to_messages.py
```

### How Migrations Run
The Dockerfile CMD runs:
```sh
(alembic stamp --purge base 2>/dev/null || true) && alembic upgrade head && hypercorn ...
```
- `alembic stamp --purge base` clears any stale revision stamps (safe no-op if none)
- `alembic upgrade head` runs all pending migrations in order
- Migrations are idempotent so re-running is safe

### Creating a New Migration
When adding a new migration, follow these conventions:

1. **Create the migration file:**
   ```
   alembic/versions/0005_description.py
   ```

2. **Use raw SQL for idempotency:**
   ```python
   from alembic import op

   revision = "0005"
   down_revision = "0004"

   def upgrade() -> None:
       # For new enums:
       op.execute("""
           DO $$ BEGIN
               CREATE TYPE my_enum AS ENUM ('a', 'b');
           EXCEPTION WHEN duplicate_object THEN null;
           END $$
       """)
       # For new tables:
       op.execute("""
           CREATE TABLE IF NOT EXISTS my_table (...)
       """)
       # For new indexes:
       op.execute("CREATE INDEX IF NOT EXISTS ix_name ON table (col)")
       # For adding columns:
       op.execute("""
           DO $$ BEGIN
               ALTER TABLE my_table ADD COLUMN new_col TEXT DEFAULT '';
           EXCEPTION WHEN duplicate_column THEN null;
           END $$
       """)

   def downgrade() -> None:
       op.execute("DROP INDEX IF EXISTS ix_name")
       op.execute("DROP TABLE IF EXISTS my_table")
       op.execute("DROP TYPE IF EXISTS my_enum")
   ```

3. **Rebuild and test:**
   ```bash
   docker compose up --build
   ```
   To test from a completely fresh database:
   ```bash
   docker compose down -v && docker compose up --build
   ```

### Important Notes
- Do NOT use `op.create_table()` or `sa.Enum()` — SQLAlchemy's event system
  can fire `CREATE TYPE` even with `create_type=False`, causing failures on re-run
- Always write raw SQL with PostgreSQL idempotency guards
- Set `down_revision` to chain from the previous migration's `revision`
- Data migrations (like 0003) should use `op.get_bind()` + `sa.text()` for queries

## Implemented Features

### Notes & Tasks
- Full CRUD with markdown bodies, Obsidian-style `#tag` extraction (skips code fences), hierarchical tag filtering
- Unified data model: a task is a note with `status IS NOT NULL` — convert freely between note ↔ task
- Task attributes: status (todo/in_progress/done), priority (none/low/medium/high), due_date
- Obsidian-style `[[wikilinks]]` with auto-create on click, backlinks ("what links here")
- Tiptap WYSIWYG editor with markdown round-trip, tag/wikilink autocomplete and decorations, sticky toolbar
- AI Assist panel in editor: background LLM generation via SSE with section targeting, accept/reject
- Table of contents sidebar on note/task viewers (auto-generated from headings, hidden ≤1200px)
- Inline edit buttons on NoteCard/TaskCard (hover on desktop, always visible on touch)
- Search (ILIKE), sort, tag filter pills, pagination on list views

### Dashboard
- Actionable home page with 5 task sections: Overdue, Due Today, Due This Week, High Priority, In Progress
- Priority-aware sorting (priority desc → due date asc) within each section
- Cascading deduplication — tasks appear only in their highest-priority section
- `due_before`/`due_after` query params on `/api/tasks` for date-range filtering
- Recent chats and recently edited notes sections
- All task sections hidden when empty; marking done removes from all lists
- **Inline chat widget:** Submitting a message streams the response inline on the dashboard — no
  navigation to `/chat`. Streaming tool calls shown live; final response captured from store after SSE.
- **Quick action chips:** Pre-defined prompts above the chat input for common queries.
- **Conversational detection (Option A):** When the response has no tool calls (pure text), the
  "Continue in Chat" link becomes a prominent filled button labeled "Continue this conversation →",
  signalling that the inline response is just a snippet of a longer exchange.
- **Auto-focus:** Dashboard chat input gains focus on page mount (via `defineExpose({ focus })` on
  `DashboardChatInput` and a template ref in `HomeView`).
- **Keyboard shortcut — Escape in ChatView:** Cascade close: note picker → mobile sidebar → clear
  textarea if non-empty → navigate to `/` home.
- **Keyboard shortcuts overlay:** Press `?` (when not in a text input) or click the `?` button in
  the nav bar to open a panel listing all shortcuts. Escape or click-outside closes it. State shared
  via `useShortcuts` composable (`frontend/src/composables/useShortcuts.ts`).

### LLM Chat
- Ollama integration via async HTTP (httpx), default model qwen3 (better tool support than mistral), auto-pull on startup
- Background generation with `GenerationBuffer` (in-memory SSE fan-out, `Last-Event-ID` reconnect, 60s cleanup)
- Stop generation with partial content preservation
- Note-aware context building: current note + keyword search for related notes + URL fetching
- Context pills with promote/exclude controls; note picker (paperclip) in chat input
- LLM-generated conversation titles (re-generated every 10th message)
- Save assistant messages as notes (LLM-titled, chat-tagged); summarize conversations
- Dedicated `/chat` page with responsive sidebar + slide-out chat panel from header
- Model catalog with installed/available tabs, download progress, select, remove
- Per-conversation model selection via ModelSelector dropdown in chat header (persisted via PATCH)
- Dashboard inline chat input: model selector + note picker + textarea; creates conversation and navigates
- Model warming: default model pre-loaded into Ollama on dashboard mount via fire-and-forget POST
- **Model load state indicator:** `GET /api/chat/status` now queries `/api/tags` and `/api/ps` in
  parallel. Model status has three values: `"not_found"` (not installed), `"cold"` (installed but
  not in VRAM — first response will be slow), `"loaded"` (hot in VRAM, fast response).
  `chatReady` is true for both `"cold"` and `"loaded"` since cold models still work.
  AppHeader shows five distinct visual states: gray pulse (checking), red (Ollama down), orange
  (model not installed), yellow pulse (cold), green (loaded). Each state has a short inline text
  label ("Cold", "Ready", "Offline", etc.) visible without hovering, plus a tooltip with detail.
  After `warmModel()` is called, a fast 5s polling loop runs for up to 60s until the indicator
  transitions to green (instead of waiting for the 30s poll cycle).
- Hot/cold model indicators: `/api/chat/ps` proxies Ollama `/api/ps`; ModelSelector shows green/red emoji circles
- Ollama configured with `OLLAMA_MAX_LOADED_MODELS=2` and `OLLAMA_KEEP_ALIVE=30m`
- Timeout tuning: connect timeout 30s (cold model loading), warm timeout 300s, pull timeout 1800s
- SSE reconnection failure shows error toast instead of silently recovering
- **LLM tool calling:** Models with tool support can create tasks, create/update notes, search and list
  notes/tasks, and manage CalDAV events/todos on behalf of the user during chat. Multi-round tool loop
  (max 5 rounds) allows the LLM to execute tools and then produce a natural language response
  incorporating results. Tool call results are persisted in message `tool_calls` JSONB column and
  rendered as compact ToolCallCard components. SSE emits `tool_call` events for real-time rendering.
  System prompt includes today's date for relative date resolution. Graceful degradation: models without
  tool support respond normally.
  Full tool suite:
  - `create_task` / `create_note` — create new items
  - `update_note` — edit note content (replace/append) AND update task fields: `status`, `priority`,
    `due_date`; finds by exact title first, falls back to fuzzy search; prevents duplicate notes
  - `list_tasks` — filter tasks by `status`, `priority`, `due_before`, `due_after`, `limit`;
    backed by `list_notes(is_task=True)`; enables "overdue tasks", "high priority", "in progress" queries
  - `search_notes` — keyword search across notes and tasks
  - Full CalDAV suite: `create_event`, `list_events`, `search_events`, `update_event`, `delete_event`,
    `list_calendars`, `create_todo`, `list_todos`, `update_todo`, `complete_todo`, `delete_todo`
- **Streaming status transparency:** The backend emits `status` SSE events at each pipeline stage
  so the user always sees what's happening instead of a blank progress dot. Stages:
  (1) `"Analyzing your request..."` before intent classification; (2) human-readable tool label
  (e.g. `"Creating calendar event..."`) before each tool executes (both intent-routed and native);
  (3) `"Generating response..."` / `"Composing response..."` before each LLM streaming round.
  Frontend: `chat.ts` stores `streamingStatus` ref, cleared on first content chunk or on done/error.
  `ChatView.vue` shows a pulsing dot + italic label above the content while status is active, then
  falls back to the blinking cursor when content streams in. `HomeView.vue` dashboard panel shows
  the status label in place of `...` before any content arrives.
- **Intent routing:** Before streaming, a fast non-streaming LLM call classifies user intent and
  extracts tool parameters (`services/intent.py`). If a tool call is detected, it executes directly
  — bypassing the model's native (sometimes unreliable) tool calling API. Falls through to normal
  streaming when no tool is detected or classification fails. Only runs on first round of tool loop.
  Supports confidence levels ("high"/"medium"/"low") — low-confidence intents fall through to streaming.
  Passes last 6 user/assistant turns as history for anaphora resolution ("move it", "cancel that").
  Dedicated intent model configurable via `OLLAMA_INTENT_MODEL` env var or per-user `intent_model`
  setting — allows a smaller/faster model for routing while the main model handles responses.
  Intent router rules cover: update/delete events, CalDAV todos, time-period → list_events (not
  search_events), update_note vs create_note disambiguation, reminder_minutes conversion.
- **CalDAV calendar integration:** Per-user CalDAV settings (URL, username, password, calendar name, timezone).
  LLM tools: `create_event` (all_day, recurrence, timezone, reminder_minutes, attendees, calendar_name),
  `list_events`, `search_events`, `update_event`, `delete_event`, `list_calendars`,
  `create_todo`, `list_todos`, `complete_todo`, `delete_todo`.
  All-day events use iCalendar DATE values; recurrence uses RRULE (e.g. `FREQ=YEARLY`).
  VALARM components added for reminders. Attendees via mailto: vCalAddress.
  Multi-calendar search: when no specific calendar configured, all calendars are scanned.
  Runs synchronous caldav library calls in asyncio executor. Settings UI for CalDAV config including timezone.
- **LLM-suggested tags:** Backend service (`tag_suggestions.py`) prompts LLM with existing user tags
  and note content, returns 3-5 relevant tag suggestions. Tags already in body are filtered out.
  Exposed via `POST /api/notes/suggest-tags` and `POST /api/notes/:id/append-tag`. Integrated in:
  (1) Editor views — "Suggest tags" button shows clickable pills that insert `#tag` into body;
  (2) Chat tool calls — `create_note`/`create_task` results include `suggested_tags`, rendered as
  pills in ToolCallCard with one-click apply via append-tag API.

### Authentication & User Management
- Session cookie auth with bcrypt, first-user-is-admin, orphaned data claiming
- Per-user data isolation across all resources
- Registration auto-closes after first user; admin toggle; invitation-based registration
- Email invitation system: admin sends invite → branded email → `/register-invite` token flow
- Password reset: email-based, SHA256-hashed tokens, 1-hour expiry
- Session cookie hardening: HttpOnly, SameSite=Lax, optional Secure flag
- Admin user management: list, delete, invite, revoke

### Notifications & Email
- SMTP email service (aiosmtplib): STARTTLS (587) and implicit TLS (465)
- Security alerts: login, failed login, logout, password change (fire-and-forget)
- Task due date reminders: hourly background check, grouped per user, dedup via logs
- Invitation and password reset emails with branded HTML templates
- Per-user notification preferences (task reminders, security alerts)
- Admin SMTP configuration via Settings UI with test email

### Logging & Observability
- Single `app_logs` table: audit (security events), usage (API requests), error (unhandled exceptions)
- Request logging middleware with timing (skips log endpoints to avoid recursion)
- Admin log viewer: stats summary, category/search/date filters, paginated table, expandable JSON details
- Configurable retention via `LOG_RETENTION_DAYS` (default 90), hourly cleanup

### Settings & Admin
- Per-user key-value settings store (assistant name, default model, notification prefs)
- Admin: backup/restore (full or per-user JSON), SMTP config, base URL, registration toggle, user management, log viewer
- Configurable base URL for email links (admin setting, env var fallback)

### UI & Theming
- Dark/light theme with CSS custom properties, design tokens, `prefers-color-scheme` detection
- Responsive design: breakpoints (480/768/1024), hamburger menu, mobile touch targets (44px), sidebar overlays
- App shell: navbar always visible, 100dvh flex layout, all views fit within viewport
- Toast notifications (success/error/warning, 4s auto-dismiss)
- DOMPurify sanitization on all rendered markdown

### Infrastructure
- Multi-stage Dockerfile: Node build → Python runtime, auto-migration on startup
- Docker Compose (dev) + Docker Swarm production stack with secrets, overlay networks, health checks
- Quart serves Vue SPA from static + REST API under `/api/`; 404 handler for SPA routing
- Alembic migrations: 13 migrations, all raw SQL with idempotency guards (IF NOT EXISTS, DO $$ BEGIN...EXCEPTION)
- Config from env vars + Docker secrets file support (`_read_secret`)

## Development Workflow
- All development and testing done via Docker: `docker compose up --build`
- No local dependency installation — everything containerized
- Frontend dev: Vite dev server with proxy to Quart (via Docker)
- Production build: Dockerfile multi-stage — Vite builds Vue into static files,
  Quart serves them
- To reset database: `docker compose down -v && docker compose up --build`

## Backlog
- Calendar/timeline view for tasks
- Import/export (Markdown files, JSON)
- Email integration (read/send emails from chat via IMAP/SMTP tools)
- Web search support (LLM tool to search the web and summarize results)
- Application-level rate limiting on auth endpoints
- Security headers middleware (CSP, X-Frame-Options, etc.) — currently handled at reverse proxy level
- Session invalidation on user deletion