Files
openchamber/packages/web/server/lib/project-context/DOCUMENTATION.md
T
Bohdan Triapitsyn 34e8a24b20 feat(knowledge): rebuild the project notes panel as Project knowledge (#2973)
The panel stored notes, todos and plans inside one shared JSON file that
six unrelated domains also wrote to, synchronised itself through window
CustomEvents, and could only read plans. It is now Project knowledge:
server-owned storage with explicit routes, a store with rollback, a
section sidebar, plans that open and edit in place, and search across
all of it.

Notes and plans the user pins travel with every message sent in that
project. Pinning is project state, not an attachment to one message, so
it holds until unpinned and the work status panel names what is riding
along and can detach it.

Agent memory is added alongside, in two scopes: what is true about the
user, and what is true about this codebase. The split is not cosmetic —
a wrong project fact costs one project and is noticed, while a wrong
global fact quietly shapes every session everywhere and the user has no
code to check it against. It stays separate from notes so an agent
mistake cannot land in what the user wrote. Sessions receive an index of
titles only; bodies are read on demand, because an index carrying full
text grows until it crowds out the conversation.

Deciding what a session must be told, and whether it has been told, now
lives on the server. The client owned it before, which meant sessions
started without a UI — scheduled tasks, sessions the agent dispatches —
received nothing at all, and a tab's record of what it had sent outlived
the conversation: after compaction the agent no longer held the block
while the tab went on believing it did. What was delivered is recorded
in the session's own metadata, and compaction restores it through the
runtime that already restores pinned messages, in the same turn.

Agent memory ships dark behind OPENCHAMBER_MEMORY_ENABLE: unset, there
is no tool, no routes, no session index, no settings row and no panel
tab. Absent rather than switched off, so nothing invites turning on a
feature that has not been announced. Pinned notes and plans are
unaffected and ship as normal.
2026-08-18 02:59:04 +03:00

158 lines
8.3 KiB
Markdown

# Project Context
Server-owned storage for the Project Notes surface: free-form notes, todos, and
plan markdown files.
## Ownership
| Path | Owner | Contents |
|---|---|---|
| `<projectsDir>/<projectId>.json` | shared UI (`packages/ui/src/lib/openchamberConfig.ts`), plus server-owned `version` / `scheduledTasks` | worktree setup, draft starters, project actions |
| `<projectsDir>/<projectId>/context.json` | **this module, exclusively** | notes, todos, plan manifest |
| `<projectsDir>/<projectId>/plans/*.md` | **this module, exclusively** | plan bodies |
The split is the point. Both files were previously one, written by the client
with a whole-file read-modify-write. Adding a server writer to that file would
have made unrelated features (project actions, draft starters) clobber notes
across processes, with no lock able to span both sides. Separate files remove
the shared resource instead of trying to coordinate access to it.
Nothing outside this module may write `context.json` or the `plans` directory.
## Storage format
```json
{
"version": 2,
"notes": [{
"id": "", "body": "", "createdAt": 0, "updatedAt": 0,
"source": "manual | selection | agent",
"pinned": false,
"origin": { "sessionId": "", "messageId": "" }
}],
"todos": [{ "id": "", "text": "", "completed": false, "createdAt": 0 }],
"plans": [{ "id": "", "file": "1700000000-title.md", "title": "", "createdAt": 0, "pinned": false }]
}
```
Notes are entries, not one blob. Version 1 stored a single string; it converts
to a single `manual` note on read (an empty string converts to no notes at
all). The conversion lives in the read path rather than a separate migration
pass so that every reader — including one racing a writer — sees one shape.
`source` records where a note came from, and `origin` links it back to the
message it was distilled from, so a note taken off a chat selection can be
traced to its conversation.
Notes and todos are written through separate routes. That split is what stops a
todo toggle from persisting half-typed notes alongside it, and stops an
agent-authored note from clobbering a concurrent todo change.
Plan links store a **base name**, never a path. The file always lives in
`<projectId>/plans/`, so moving the project storage directory cannot invalidate
a reference and a caller can never address a file outside it. `title` is
denormalized into the manifest so listing plans costs one read rather than one
read per plan; `readPlan` returns the title parsed from the file, which wins if
the two ever disagree.
## Routes
| Method | Route | Notes |
|---|---|---|
| GET | `/api/project-context/:projectId` | full context; missing file is `200` empty |
| PUT | `/api/project-context/:projectId/todos` | replaces the whole list; returns committed context |
| POST | `/api/project-context/:projectId/notes` | `201`; takes `{body, source?, origin?}` |
| PATCH | `/api/project-context/:projectId/notes/:noteId` | patches `body` and/or `pinned`; `404` when unknown |
| DELETE | `/api/project-context/:projectId/notes/:noteId` | `404` when unknown |
| PATCH | `/api/project-context/:projectId/plans/:planId` | pin state only; `404` when unknown |
| GET | `/api/project-context/:projectId/plans/:planId` | `404` when the link or its markdown is gone |
| POST | `/api/project-context/:projectId/plans` | `201`; takes `{title, body}`, never a path |
| PUT | `/api/project-context/:projectId/plans/:planId` | takes the whole `{raw}` document; `404` when the link or its markdown is gone |
| DELETE | `/api/project-context/:projectId/plans/:planId` | `404` when unknown |
**Body parsing is attached per route.** This server has no global JSON parser:
`core-routes` parses only an allowlist of `/api` path prefixes so the generic
OpenCode proxy keeps an unread request stream, and every other `/api` request
passes through untouched. A write route that forgets `express.json()` therefore
sees `req.body` as `undefined` and rejects every request as a malformed body —
which is exactly how this shipped once. `routes.http.test.js` mounts the routes
on a bare express app so that failure mode fails the suite instead of the user.
`projectId` is validated against `/^[a-zA-Z0-9._:-]+$/`, which rejects
separators and traversal. Validation failures are `400`; malformed stored data
and I/O failures are `500`.
## Invariants
- **Missing is not malformed.** A missing `context.json` is authoritative empty
data. Unparseable JSON is a failure that propagates as `500`, so the client
preserves what it already has instead of rendering an empty panel over intact
data on disk.
- **Writes are serialized per project** through an in-process lock, and land via
write-to-temp + rename so a crash cannot leave a half-written file.
- **`readContext` never takes the lock.** Every mutator calls it while already
holding the lock, so locking there would deadlock. The legacy migration it can
trigger is safe unlocked: both writes are atomic renames of identical content.
- **Plan create writes markdown before the manifest entry**; delete removes the
manifest entry before the file. Either partial failure leaves an unreferenced
markdown file, which is inert. The reverse order would leave a manifest entry
that renders as a plan and fails to open.
- **Plan update takes the raw document, not title + body.** The editor owns
the file verbatim; reassembling it from parsed parts would rewrite the
heading and reformat what the user typed. The manifest title is re-derived
from the saved content, and the file name never changes with the title — it
is the stable identity behind the link.
- **Plan update refuses to recreate a deleted file.** If the markdown vanished
underneath an open editor the link is already dead; writing would resurrect
content the user believes was discarded, so it returns `404` instead.
- **A note patch touches only the fields it names.** Pinning sends `pinned`
alone, so it cannot roll back an edit that landed between the two requests,
and editing does not reset a pin. Editing bumps `updatedAt`; pinning does not,
because a pin is not a change to what the note says.
- **A note body can be clamped but never blanked.** An empty body is rejected
rather than stored, since a note with nothing in it is indistinguishable from
a delete the user did not ask for.
- **Notes are capped at 200 per project.** Past that, creation fails loudly
instead of silently evicting the oldest entry.
- **Per-entry sanitization never fails the whole read.** A malformed todo or
plan link is dropped; the rest of the context still loads.
## Legacy migration
`projectNotes`, `projectTodos`, and `projectPlanFiles` originally lived in
`<projectId>.json`. On the first read with no `context.json`, those three keys
are moved out and deleted from the client-owned file; every other key is
preserved untouched.
Plan links carried absolute paths. Migration converts each to a base name. A
file already in the plans directory is used in place; one referenced from
elsewhere — a stale path left by an earlier project id — is copied in rather
than dropped. A link whose markdown cannot be found at all is discarded, since
it could not have been opened either way.
The legacy keys are removed only after `context.json` is durably written, so any
failure simply leaves the migration to run again on the next read. Repeat and
concurrent reads converge on identical content.
## Cross-module contract
`packages/web/server/lib/opencode/settings-runtime.js` merges project storage
when a project id changes. Its `mergeProjectContextFiles` step must run before
`moveDirectoryContents`, because that mover only renames into a free
destination and would otherwise discard the old `context.json` whenever the
destination already had one.
`mergeProjectContextFiles` merges every list by identity and deliberately does
not convert a version 1 string note: this module owns that conversion, and
doing it in two places would mean two definitions of the same migration.
`mergeProjectConfigData` still merges the legacy `projectNotes` /
`projectTodos` / `projectPlanFiles` keys. That is deliberate: a project whose
context has not been migrated yet keeps its data in `<projectId>.json`, and the
migration picks it up from the merged destination afterwards.
## Tests
- `runtime.test.js` — storage, sanitization, migration, locking, plan lifecycle.
- `routes.test.js` — status-code mapping, payload validation, failure surfacing.