FabledScribe/summary.md

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

2026-02-28 — Intent routing fixes (search_web over-triggering, prior-work fast-path), note picker → persistent context, intent model upgrade to qwen2.5:7b, default model setting fix

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.
• First-class tag field: Tags live in the tags ARRAY[text] column and are explicitly set by the client — they are NOT auto-extracted from the body text. extract_tags() in utils/tags.py is preserved but no longer called on save. TagDecoration.ts keeps visual #tag highlighting in existing notes that have inline tags for cosmetic backward compatibility.
• 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 sends the message text + optional context note ID + optional include_note_ids. 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). Auto-found notes populate the sidebar but are not injected into the system prompt automatically — users must click + in the sidebar to include them (stable system prompt prefix enables Ollama KV cache reuse). Explicitly included notes appear as --- Included Notes --- in the system prompt.
• 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.
• Security headers: Applied in app.py after_request using setdefault so SSE/streaming responses that set their own headers aren't clobbered: X-Content-Type-Options, X-Frame-Options: DENY, Referrer-Policy, and a restrictive Content-Security-Policy.
• Rate limiting: In-memory sliding-window rate limiter (rate_limit.py) applied to auth endpoints: login (10/60s), register (5/300s), forgot-password (5/300s, silent drop to avoid timing info), reset-password (10/60s). Keys are per-IP.
• Proxy-aware client IP: TRUST_PROXY_HEADERS env var enables reading real client IP from X-Forwarded-For / X-Real-IP when behind a trusted reverse proxy. Off by default.
• Auto-save: Both note and task editors auto-save every 5 minutes when editing an existing dirty record. Silent on error; shows "Auto-saved" toast on success.

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 nullable — NULL for OAuth-only accounts), oauth_sub (text UNIQUE nullable — OIDC subject identifier), role (text NOT NULL DEFAULT 'user'), created_at (timestamptz)
• First registered user auto-assigned role='admin'; claims orphaned data
• Passwords hashed with bcrypt; OAuth-only users have password_hash = NULL
• to_dict() excludes password_hash; includes has_password: bool

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 explicitly provided by the client — NOT extracted from body text
• 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
• context_note_title is NOT a DB column — it is synthesised at query time in get_conversation_route via a batch get_notes_by_ids() lookup and injected into the message dict so the frontend can display the note title without a separate fetch

Project Structure (Current)

fabledassistant/
├── summary.md                   # This file — canonical project context
├── pyproject.toml               # Python project config (deps include caldav, icalendar, httpx)
├── Dockerfile                   # Multi-stage build (Node → Python)
├── .dockerignore                # Prevents secrets/node_modules/__pycache__/.env.* leaking into build
├── docker-compose.yml           # Dev compose (app, PostgreSQL, Ollama) — app service has healthcheck
├── docker-compose.prod.yml     # Production stack (Docker Swarm, secrets, network isolation)
├── alembic.ini                  # Alembic config (prepend_sys_path = src)
├── docs/
│   └── oauth-setup.md           # Step-by-step Authentik OIDC setup guide with example docker-compose config
├── 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
│       ├── 0014_add_note_embeddings.py  # note_embeddings table for semantic search (note_id PK, user_id, embedding JSONB, updated_at)
│       └── 0015_add_oauth_fields.py     # Add oauth_sub UNIQUE column; DROP NOT NULL on password_hash
├── src/
│   └── fabledassistant/
│       ├── __init__.py
│       ├── app.py               # Quart app factory: SPA via 404 handler, JSON 404/500 for API, request logging, security headers (after_request)
│       ├── auth.py              # Auth decorators: login_required, admin_required, get_current_user_id — shared _check_auth() helper
│       ├── config.py            # Config from env vars + Docker secrets file support (_read_secret) + SECURE_COOKIES + TRUST_PROXY_HEADERS + OLLAMA_NUM_CTX (KV cache window, default 8192) + OIDC_ISSUER/CLIENT_ID/CLIENT_SECRET/SCOPES + LOCAL_AUTH_ENABLED + oidc_enabled() classmethod + SEARXNG_URL + searxng_enabled() classmethod
│       ├── rate_limit.py        # In-memory sliding-window rate limiter (asyncio.Lock + defaultdict); is_rate_limited(key, max, window)
│       ├── models/
│       │   ├── __init__.py      # async_session factory, Base, imports all models
│       │   ├── user.py          # User model (id, username, email, password_hash nullable, oauth_sub unique nullable, role, created_at); to_dict() includes has_password bool
│       │   ├── 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, password, email change, status, password reset, invitation registration, OAuth login+callback — rate limiting, LOCAL_AUTH_ENABLED guards, _client_ip() helper
│       │   ├── 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, GET /models — per-user settings + installed model list (@login_required)
│       ├── services/
│       │   ├── auth.py          # Auth business logic: hash_password, verify_password, create_user (password optional, oauth_sub kwarg), authenticate (returns None for OAuth-only users), get_user_by_id/username/email/oauth_sub, update_user_email, link_oauth_sub, is_registration_open, list_users, delete_user, password reset tokens, invitation tokens
│       │   ├── oauth.py         # OIDC/OAuth2 service: get_oidc_config (discovery, cached), build_auth_url (PKCE), exchange_code, get_userinfo, find_or_create_oauth_user (sub lookup → email auto-link → create)
│       │   ├── 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; generate_completion accepts num_ctx kwarg; uses Config.OLLAMA_NUM_CTX for KV cache window
│       │   ├── 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-first pipeline + tool loop) + run_assist_generation (lightweight, no DB); _INTENT_TRIGGER_WORDS + _should_skip_intent() for skipping intent on conversational messages
│       │   ├── intent.py          # Intent routing: classify_intent() makes fast non-streaming LLM call (num_ctx=4096); IntentResult has ack field (one-sentence acknowledgment streamed as TTFT)
│       │   ├── tools.py            # LLM tool definitions (create/delete note+task, update_note w/tag management, get_note, list_notes, search_notes w/type filter, list_tasks, full CalDAV suite incl. search_todos, search_web, research_topic when SearXNG enabled) + execute_tool dispatcher
│       │   ├── research.py         # SearXNG research pipeline: parallel query/fetch, streaming synthesis; run_research_pipeline() → Note; constants SEARXNG_QUERIES=5, PAGES_PER_QUERY=3, MAX_SYNTHESIS_SOURCES=12, CHARS_PER_SOURCE=2000
│       │   ├── 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/search/update/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; light mode uses indigo brand color (#6366f1) + indigo-tinted off-white backgrounds (#f5f5fb/#ededf5)
    │   │   └── editor-shared.css # Shared editor styles for NoteEditorView + TaskEditorView: layout, toolbar, tag suggestions, assist panel, diff view, modal, responsive, .inline-assist-btn (global — required for teleported elements)
    │   ├── 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 (accept() resets to idle on doc-change error), proofread (full-document), LCS line diff (DiffLine/computeDiff), isProofreading ref; watches body ref for auto-sync
    │   ├── stores/
    │   │   ├── auth.ts          # Auth state: user, isAuthenticated, isAdmin, oauthEnabled, localAuthEnabled, login/register/logout/checkAuth/checkHasUsers
    │   │   ├── 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, includeNoteIds param), status polling (memory-leak-safe _pollUntilLoaded), running models, model warming, updateConversationModel (with toast errors)
    │   │   ├── settings.ts      # App settings: assistantName, defaultModel, installedModels, defaultChatModel, defaultIntentModel, pullModel, deleteModel (with toast errors)
    │   │   └── toast.ts         # Toast notification state (success/error/warning), 4s auto-dismiss, dismiss(id)
    │   ├── types/
    │   │   ├── auth.ts          # User interface (incl. has_password bool), AuthStatus interface (incl. oauth_enabled, local_auth_enabled)
    │   │   ├── 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; explicit DOMPurify config with FORCE_BODY
    │   │   ├── markdownSerializer.ts # Tiptap JSON → markdown serializer: handles all StarterKit nodes + marks
    │   │   └── sectionParser.ts # parseMarkdownSections() (heading-based) + parseFallbackSections() (paragraph/Q&A-style — single-line ≤120 char paragraphs become pseudo-headings; top-level bullet/numbered list items become individual sections)
    │   ├── views/
    │   │   ├── LoginView.vue    # Login form; "Login with Authentik" SSO button when oauth_enabled; hides password form when local_auth_disabled; handles ?error=oauth query param
    │   │   ├── 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 sidebar with “In Context” (user-included, ×) + “Suggested” (auto-found, +), model selector in header
    │   │   ├── HomeView.vue     # Chat-first dashboard: quick actions + chat widget (top, full-width), inline response panel, two-column grid (3fr tasks / 2fr notes); task sections: Overdue, Due Today, Due This Week, High Priority, In Progress, Other (capped 10, due-dated first); 8 recent notes; model warming on mount
    │   │   ├── SettingsView.vue # Settings page: assistant name, chat/intent model dropdowns (populated from installed models), email change (with password confirmation for local-auth users), change password, notifications, CalDAV, SMTP (admin), base URL (admin), data export/restore (admin)
    │   │   ├── NotesListView.vue # Note list: search, sort, tag filter pills, pagination
    │   │   ├── NoteEditorView.vue # Create/edit: Tiptap editor, sticky toolbar, TagInput chip field (between title and body), AI Assist panel (right-side 320px, collapsible), line-level diff view, Proofread action, floating inline ✨ pill on text selection, LLM tag suggestions (adds chips), Ctrl+S, auto-save (5min), unsaved guard; styles from editor-shared.css
    │   │   ├── 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, TagInput chip field (between metadata fields and body), AI Assist panel (right-side 320px, collapsible), line-level diff view, Proofread action, floating inline ✨ pill on text selection, LLM tag suggestions (adds chips), Ctrl+S, auto-save (5min), dirty guard; styles from editor-shared.css + task-specific scoped styles
    │   │   └── TaskViewerView.vue # Task detail: rendered markdown, badges (isOverdue uses ISO string comparison), convert-to-note, backlinks, table of contents sidebar
    │   ├── components/
    │   │   ├── LogsView.vue     # Admin log viewer: stats summary, category/search/date filters, paginated table with IP column + expandable detail rows (expands on ip_address or details)
    │   │   ├── 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 (+) only (no 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/deleted task/note, note content, notes list, search results, CalDAV events/todos, 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
    │   │   ├── TagInput.vue        # Chip-based tag input: Enter/comma/click to confirm, Backspace removes last, × removes chip, autocomplete from /api/notes/tags, space→hyphen sanitization
    │   │   ├── TiptapEditor.vue    # Tiptap wrapper: markdown↔HTML round-trip, paste handling, selection change emit (closest-match offset strategy), expose editor; no fetchTags prop (TagSuggestion removed, TagDecoration kept)
    │   │   ├── 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	Returns {has_users, registration_open, oauth_enabled, local_auth_enabled} (public)
POST	/api/auth/register	Register new user (first user becomes admin; 403 if registration closed or local auth disabled)
POST	/api/auth/login	Login with username/password (403 if local auth disabled; returns None for OAuth-only users)
POST	/api/auth/logout	Logout (clear session)
GET	/api/auth/me	Get current user info (includes has_password bool)
PUT	/api/auth/password	Change password (body: {current_password, new_password})
PUT	/api/auth/email	Change email (body: {email, password?}; password required only if user has local password)
GET	/api/auth/oauth/login	Initiate OIDC flow — generates PKCE verifier + state, stores in session, redirects to provider
GET	/api/auth/oauth/callback	OIDC callback — exchanges code, fetches userinfo, finds/creates user, sets session, redirects to /
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, tags?: string[], status?, priority?, due_date?} — tags explicit array)
GET	/api/notes/tags	List all tags from notes table (param: q for filter)
POST	/api/notes/suggest-tags	LLM-suggest tags (body: {title, body, current_tags?: string[]}, returns {suggested_tags: [...]})
POST	/api/notes/:id/append-tag	Add tag to note's tags array with deduplication (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?, tags?: string[], status?, priority?, due_date?} — omitting tags keeps existing)
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, tags?: string[], status?, priority?, due_date?} — accepts description as fallback for body)
GET	/api/tasks/:id	Get single task
PUT	/api/tasks/:id	Update task (body: {title?, body?, tags?: string[], status?, priority?, due_date?} — accepts description as fallback for 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?, include_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, ...})
GET	/api/settings/models	Get installed Ollama models + configured defaults ({models, default_chat_model, default_intent_model})

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 → 0002 → 0003 → 0004 → 0005 → 0006 → 0007 → 0008 → 0009 → 0010 → 0011 → 0012 → 0013 → 0014 → 0015

How Migrations Run

The Dockerfile CMD runs:

(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:

   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:

   docker compose up --build
   

   To test from a completely fresh database:

   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, first-class tag array (chip input in editors), 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 (right-side 320px, toggle persisted to localStorage): section targeting, floating ✨ pill on text selection, full-document Proofread action, line-level diff view in review state (LCS algorithm), "Show full text" toggle, accept/reject; panel collapses to bottom 45% on mobile (≤768px)
• 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

• Chat-first layout: Quick action chips + chat input at top (full width); no page title. Inline streaming response (full width) appears between widget and content grid when active.
• Two-column grid: Tasks left (3fr) / Recent Notes right (2fr); collapses to single column on mobile. Max-width 1400px.
• Left column — 6 task sections in urgency order, all cascading-deduplicated: Overdue (red border), Due Today, Due This Week, High Priority (amber border), In Progress, Other (capped at 10). "Other" = broad fetch of all non-done tasks deduped against shown sections; due-dated items first (asc), then undated by priority desc.
• Right column — 8 most recently edited notes.
• Priority-aware sorting (priority desc → due date asc) within each section.
• All sections hidden when empty; marking a task done removes it from all lists.
• Inline chat: Streams response inline — no navigation to /chat. Tool calls shown live. Conversational (no tool calls) response promotes "Continue this conversation →" button.
• Quick action chips: Pre-defined prompts above the chat input.
• Auto-focus: Dashboard chat input gains focus on page mount.
• Keyboard shortcut — Escape in ChatView: Cascade close: note picker → mobile sidebar → clear textarea → navigate to / home.
• Keyboard shortcuts overlay: Press ? or click ? in nav bar. State shared via useShortcuts composable.

LLM Chat

• Ollama integration via async HTTP (httpx), default model qwen3:latest (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 sidebar (Phase 21): Right panel in ChatView shows two sections: Suggested (auto-found by semantic/keyword search — click + to include) and In Context (explicitly included by user — click × to remove). Removing an included note moves it back to Suggested. Hidden on mobile (≤768px). Auto-found notes are shown as sidebar candidates only — they are NOT injected into the system prompt automatically, keeping the system prompt prefix stable for Ollama KV cache reuse.
• Note picker (paperclip) in chat input adds notes directly to persistent includedNotes (not a one-shot attachment) — picked notes appear in "In Context" and remain for the entire conversation. context_note_title synthesised server-side at conversation load via batch get_notes_by_ids(); message badge shows note title instead of "Note #N".
• 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, tags (with tag_mode: replace/add/remove); finds by exact title first, falls back to fuzzy search
  • delete_note / delete_task — permanently delete (require user confirmation via confirm UI; validates type so delete_note won't delete a task and vice versa; clears note context cache)
  • get_note — retrieve full note body by title/keyword (search_notes only returns 200-char preview)
  • list_notes — browse notes by recency/keyword/tags with configurable limit; notes only (use list_tasks for tasks)
  • 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; optional type: "note"|"task" filter
  • Full CalDAV suite: create_event, list_events, search_events, update_event, delete_event, list_calendars, create_todo, list_todos, search_todos, update_todo, complete_todo, delete_todo (search_todos keyword-filters the todo list — companion to list_todos)
• 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) intent ack text streamed as a chunk event (tool responses — TTFT ~400ms) or "Generating response..." status event (chat-only responses); (2) human-readable tool label (e.g. "Creating calendar event...") before each tool executes; (3) "Composing response..." before tool follow-up rounds. 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 (intent-first pipeline, Phase 21): On the first round, build_context() and classify_intent() run concurrently. Once intent returns (~400ms), the pipeline immediately acts: if a tool is detected, the intent's one-sentence ack field is streamed as the first chunk (becoming TTFT), the tool executes, then the main model generates a follow-up response with the tool result. For chat-only responses, the model streams directly with no ack prefix. No optimistic streaming queue or race — eliminates wasted GPU prefill when intent won the race. IntentResult.ack (one-sentence acknowledgment) is embedded in the intent JSON output, so no additional LLM call is needed for acknowledgment. Intent model max_tokens 350 (was 200). Dedicated intent model configurable via OLLAMA_INTENT_MODEL env var (default qwen2.5:7b) or per-user intent_model setting — smaller/faster model for routing. Main model default is qwen3:latest (configurable via OLLAMA_MODEL env var or per-user default_model setting — both settable as dropdowns in the Settings UI populated from installed models). OLLAMA_NUM_CTX env var (default 8192) controls the KV cache context window for all generation calls; reducing from 32768 cuts VRAM usage ~4x without affecting most conversations. 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"). 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, delete_note vs delete_task disambiguation, get_note for "read/show me this note", list_notes for "browse/list notes", tag management via update_note (tag_mode add/remove), search_todos. generate_completion (used by intent classifier) retries on HTTP 500 (3 attempts, 3s/6s delays) to handle cold model loading without failing intent classification.
• Intent performance optimizations:
  • Intent skip heuristic: _should_skip_intent(msg) in generation_task.py skips the intent model call entirely for short messages (≤10 words) that contain none of the _INTENT_TRIGGER_WORDS frozenset (~50 action/object/date words). Saves 400–800ms for conversational replies like "thanks", "can you explain that?", "okay" without risking missed tool calls on longer or action-verb messages.
  • Intent num_ctx=4096: Intent classification calls use a 4k context window (override) instead of the default, reducing VRAM pressure and prefill time on every request.
  • Prior-work fast-path: _PRIOR_WORK_REFS regex in intent.py detects phrases like "research you did", "note you made", "using your research", "based on the research" etc. and returns no-tool immediately — skips the LLM call entirely so the main model answers using search_notes/context instead of firing a web search. Prevents search_web being triggered when the user references existing notes.
  • search_web scoping rules: Intent prompt explicitly prohibits search_web for creative/ brainstorming requests, game design, writing help, or when the user references existing notes. Creative/ideation requests ("think of", "come up with", "brainstorm") always route to null (chat). search_web is only for genuinely new real-time facts not in the user's notes.
• Default model setting fix: delete_setting() added to services/settings.py — saving an empty model value in Settings now deletes the DB row rather than storing "", so get_setting() falls back to the Config default. Safety net or Config.OLLAMA_MODEL guards added in routes/chat.py status, message, and summarize routes to prevent empty-string model from breaking readiness indicator.
• Web research pipeline (Phase 22): research.py implements a full autonomous research pipeline triggered by "research X and make a note" (intent routes to research_topic tool) or via the 🔍 Research button in ChatView (sends "Research: {topic}" message). Pipeline stages:
  1. Intent model generates 5 focused sub-queries as a JSON array (falls back to [topic] on parse failure)
  2. All 5 SearXNG queries execute in parallel with 200ms stagger (avoids hammering rate limiter)
  3. All unique URLs (up to 15) fetched in parallel via asyncio.gather; duplicates deduplicated by URL
  4. Failed fetches filtered; up to 12 sources passed to synthesis LLM
  5. Synthesis uses stream_chat with num_ctx=16384, num_predict=8192 — tokens stream into the chat buffer in real time (user sees the note being written); minimum 2500 words, 6+ topic-appropriate sections (topic determines section structure, not hardcoded), detailed prose, ## Sources section
  6. Note created with tags=["research"]; "Research complete!" separator appended to chat Also includes search_web tool for lightweight single-query searches (no note created; results returned to LLM for conversational answer). Both tools only added to tool list when SEARXNG_URL is set. SearXNG 429 handling: 3-attempt retry with exponential backoff per query. Sub-query JSON parsed with json.JSONDecoder().raw_decode() to handle trailing model text. Frontend: ToolCallCard.vue handles web_search (external links), research_pending, research_note types. Settings: GET /api/settings/search?q= proxy + Search Test section in SettingsView. Settings UI: 2-column grid layout (paired simple cards, full-width for complex sections). Docker: OLLAMA_NUM_PARALLEL=2 to prevent research and live chat queuing each other. SearXNG setup: add app server IP to botdetection.ip_lists.pass_ip in SearXNG settings.yml to bypass rate limiter for trusted backend requests while keeping it active for public users.
• 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, search_todos, update_todo, 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.
• Dedicated tag chip input (Phase 20): Tags are now a first-class UI field. TagInput.vue is a chip-based input placed between the title and body in both editor views. Chips confirmed with Enter/comma/autocomplete click; Backspace removes last chip; × removes individual chips. Autocomplete fetches from /api/notes/tags?q=. Tags saved as explicit tags: string[] in create/update payloads. TagSuggestion Tiptap extension removed; TagDecoration kept for legacy inline #tag display.
• LLM-suggested tags: Backend service (tag_suggestions.py) prompts LLM with existing user tags and note content, returns 3-5 relevant tag suggestions filtered against current_tags (not body text). Exposed via POST /api/notes/suggest-tags (accepts current_tags list) and POST /api/notes/:id/append-tag. Integrated in: (1) Editor views — "Suggest tags" button shows clickable pills that add chips to TagInput (not 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. LLM instructed to use the tags parameter, not embed #tag text in note body.

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
• OAuth/OIDC SSO (Phase 18): Authorization Code + PKCE flow via any OIDC provider (Authentik, Keycloak, etc.)
  • GET /api/auth/oauth/login → generates state + PKCE verifier, stores in session, redirects to provider
  • GET /api/auth/oauth/callback → exchanges code, fetches userinfo, sets session, redirects to /
  • Account linking: sub lookup → email auto-link → auto-provision with collision-safe username
  • LOCAL_AUTH_ENABLED=false hides password form and blocks POST /api/auth/login|register
  • OAuth-only users have password_hash = NULL; authenticate() returns None for them
  • OIDC discovery response cached in-process after first fetch; no new Python dependencies (httpx already present)
  • Config: OIDC_ISSUER, OIDC_CLIENT_ID, OIDC_CLIENT_SECRET (or _FILE), OIDC_SCOPES
• Email change: PUT /api/auth/email — requires current password for local-auth users; OAuth-only users can change freely; checks email uniqueness; updates authStore.user in-place

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
• Shared email template (_email_html in email.py): gray outer background, white card, indigo header with inline SVG logo (_EMAIL_LOGO_SVG) + "Fabled Assistant" wordmark, content area, footer; used by all six email types (security alert, password reset, reset success, invitation, task reminder, 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; light mode uses indigo brand color (--color-primary: #6366f1) and indigo-tinted off-white backgrounds (--color-bg: #f5f5fb, --color-bg-secondary: #ededf5) with white cards to pop content
• 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
• Site-wide max-width: List/chat/settings views 1200px; editor pages 1400px; note/task viewer layout 1400px (content area 1100px)
• Favicon: frontend/public/favicon.svg — light mode uses indigo brand color (#6366f1 fill, #4f46e5 stroke, #a5b4fc lines); dark mode uses light gray; gold sparkle always visible; @media (prefers-color-scheme: dark) in SVG <style>

Infrastructure

• Multi-stage Dockerfile: Node build → Python runtime, auto-migration on startup
• Docker Compose (dev) with app service healthcheck (/api/health, 10s interval, 30s start period) + Docker Swarm production stack with secrets, overlay networks, health checks
• .dockerignore prevents secrets, node_modules, __pycache__, .env.* from leaking into build context
• Production compose (docker-compose.prod.yml): TRUST_PROXY_HEADERS=true + SECURE_COOKIES=true set for Traefik deployments; port 5000 not published directly (Traefik routes internally)
• Quart serves Vue SPA from static + REST API under /api/; 404 handler for SPA routing
• Security headers applied in after_request: X-Content-Type-Options, X-Frame-Options: DENY, Referrer-Policy, Content-Security-Policy
• In-memory sliding-window rate limiter on all auth endpoints (login, register, forgot/reset password); proxy-aware client IP with TRUST_PROXY_HEADERS
• SQLAlchemy async engine configured with pool_pre_ping=True (tests connections before use, discards stale ones after Postgres restart) and pool_recycle=1800 (recycles idle connections every 30 min to prevent TCP/firewall staleness)
• Alembic migrations: 15 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)
• Session invalidation on user deletion
• Note relation map (Obsidian-style graph): Interactive force-directed graph visualizing connections between notes via wikilinks ([[Title]]) and shared tags. Nodes = notes/tasks; edges = wikilink references or tag co-occurrence. Clicking a node navigates to that note. Filter by tag or depth. Useful for discovering clusters of related notes and orphaned notes with no connections.