Notes view lists Money files and daily notes; show only User notes (plugin-owned Markdown opens from Files only) #606
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opened 2026-10-01 09:38:27 +00:00 by kayg
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wip/restyle-notes
wip/restyle-mailmoney
wip/previewcard-1098
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kayg/calternal#606
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Owner report (2026-10-01)
"Money files shouldn't show up in the notes view. Any markdown file including money and daily notes should be opened from the files view in the markdown block editor just fine, but they shouldn't be openable from the notes view."
Fix (now): the Notes view lists only User notes. It excludes Money budget files (
Money/), daily notes / Log day files, and other plugin-owned Markdown (Tasks storage, settings files…), using the owning plugin's declared paths (one shared "owned paths" registry, not a hard-coded list per view). Files → open any Markdown file (including Money and daily notes) in the block editor still works. Search keeps its existing scoping rules.Follow-up (separate grill, #… Navigator): the owner wants the Notes view renamed "Navigator" and redesigned (grill pending).
Test: an e2e where a User with a Money budget and daily notes opens Notes → no Money or daily-note files are listed; Files → Money/… .md opens in the editor.
Starting #606 on
job/notesfilter-606, based on1af8ead262daf0a4ad22a60564dc75bab0005cf4(the worktree is 10 commits behindorigin/dev; I will mergeorigin/devonce before final gates). I am tracing the Notes list and the Plugin declarations to implement the shared owned-path registry and preserve Files editor access.Finding: the Notes list handler in
crates/plugins/notes/src/lib.rsselects directly fromnote_itemsand applies pagination without path ownership or Daily note filtering.GET /api/v1/notes/{id}resolves the same index by ID, so hiding rows alone would still leave indexed Plugin Markdown openable by a Notes link. The existing sharedcalternal_notes_core::is_daily_note_pathpredicate can classify Daily notes; the Plugin registry currently has no owned-path declaration.Files-origin editor implementation is underway.
/f/<item-id>/editresolves the stable Files ID before requesting the Markdown view, and NotesGET /{id}continues to return 404 for Plugin-owned paths. Files-origin anchors and heading links retain the item ID; Daily files bypass the gate only in this Files flow. The Files resolver accepts visible.mdand.markdownpaths under the authenticated User Home and usescalternal-fsviastore::note_path.E2E finding: the first
bun e2e/notes.mjsinvocation failed at EOF because the new #606 flow was missing its function-closing brace and declaredlistTextinside a narrower viewport block. I fixed the scope/brace and verifiednode --check apps/web/e2e/notes.mjsandnode --check bench/notes-filter-606.mjsboth pass. The real-server browser run is next.Finding during screenshot review: the existing E2E theme helper targeted
#app, but the current shell mounts#route-content; local palette updates were then overwritten by the hydrated User setting. The helper now targets the live route root. The #606 screenshot flow saves the appearance through the API, reloads each target route, and reopens Recent Quick Look before capture. The real-server feature flow also verifies that a Money budget edit is readable from the Files Markdown endpoint. The light and dark screenshot sweep is in progress at 390, 820 and 1440 px.Real-server E2E finding: the focused #606 flow passed, and it produced the full 36-image screenshot matrix. I also ran the complete Notes E2E. Chromium initially blocked same-origin loopback WebSockets with
net::ERR_BLOCKED_BY_LOCAL_NETWORK_ACCESS_CHECKS; the test now disables that check only for its local browser fixture, and a probe confirmed Money and Atlas rooms connect while the Daily room retains its server-side 409 fallback. The broader suite then reached its existing two-tab collaboration case but failed its unchanged block-anchor assertion: after the second tab typedContinued from another tab., the body did not contain that paragraph’s^block-idwithin 15 seconds. I left the expectation unchanged; this unrelated anchor persistence finding remains open for review.Benchmark setup finding: the first 10k User Markdown + 10k Money Files fixture indexed all 10,000 Money entries, but Notes returned zero rows after the 120-second index wait, so that run produced no latency or resource metrics. I am tracing the fixture-to-Notes indexing path and will rerun once the benchmark reports the Notes API status and index count.
Benchmark finding: a 1,000 User-note / 1,000 Money-file fixture showed Files indexing completed while the Notes projection still returned zero rows. The profile now waits for the Money Files index, calls the authenticated Notes reconcile endpoint, then verifies the last User Notes page before measurement. That setup produced 1,000 visible User notes and 1,000 indexed Money files in the diagnostic run. The 10,000-per-set local run is in progress; the perf VM is unreachable from this host.
Benchmark setup finding: an authenticated Notes reconcile POST through Playwright's API request context returned 403, while the same route through the logged-in browser page returned 204. The profile now uses same-origin page fetch with an explicit timeout; a real-server run with 100 User notes and 100 Money files verified reconciliation and all 960 burst requests returned 200.
Adversarial finding:
ADVERSARIAL_API_ONLY=1runsmcp_probe.py, butsetup.mjscreatesmcp-passwords.jsononly for MCP-only or cross-User-with-MCP runs. The probe exits withFileNotFoundErrorbefore its MCP checks. The runner continues to sidecar and Notes API probes. I will fix the setup flag for API-only runs and do one bounded rerun to complete the requested round.#606 implementation report
Branch: job/notesfilter-606
HEAD:
6b88bd2942Built
Commits:
717d4c29bFilter Notes by declared plugin ownership80d7aec5aOpen Files Markdown in the block editorae45b03adAdd Notes filtering benchmark profile6b88bd294Document Notes page and path testsFiles changed:
Decisions
Gates
Verbatim gate pass summary lines:
Performance
The baseline in docs/perf/baseline.json is notes.list p50 1.3 ms / p95 3.1 ms (50 successful samples).
Local debug-server run: 10,000 User Markdown files plus 10,000 Money Markdown files; 100 sequential reads and a 24-client / 960-request burst. The perf VM was unreachable, and the shared host load average was 21.42–22.35 before and 25.26–26.77 after. These results are not directly comparable to the Release baseline.
Adversarial and known gaps
Visual evidence: six surfaces × three widths × two themes.
Round 2 started on
job/notesfilter-606.Branch base:
687ff703136e71e89f8dfba139e93cd0788b25c1.Starting HEAD:
6b88bd2942905e91496c7236a78f84c22288bea3.I am tracing why the Files-origin Daily editor shows only a reconnecting state. The prior run records a Daily collaboration 409 and fallback, so I will verify whether the screenshot was premature and make Daily, Money and ordinary Markdown use one stable live document identity. I will add the persistence and healthy-connection assertions, then recapture the six Files-origin screenshots at all required sizes and themes.
Round 2 finding with direct evidence:
notesfilter-606-editor-daily-1440-paper-white.pngshows the actual state at capture: Daily route,Reconnecting… your changes are kept, and only the editor skeleton.NoteView.load()had the already-fetched FilesNoteView, but awaitedGET /api/v1/auth/mebefore settingnoteand connecting its editor.Hub::room()returned HTTP 409 for every Daily note. Its Markdown bridge escapes[tz=UTC]as\\[tz=UTC\\], so the old policy prevented Daily Log metadata changes. The browser then waited through WebSocket retry backoff before it selected its If-Match fallback editor.I am fixing the load order and allowing Daily rooms after the Notes writer restores
[tz=<zone>]metadata before its checked replace. The regression test now exercises a live Daily room edit and asserts the Log marker survives.The first server regression passed:
cargo test -p calternal-collab --test journal_racereported1 passed; 0 failed. It now opens a Daily collaboration room, saves a block edit, and confirms the original[tz=UTC]Log marker remains exactly once. The Notes crate unit also passed for daily-only marker restoration.The room uses
NoteView.idfrom the Files open response, which is the same Note identity the Notes route uses. The item ID remains the Files deep-link identity; it is not used as a second room key.Round 2 progress: the Files and Notes routes both open the same
/api/v1/collab/notes/<note-id>room, and the focused flow captured the full Daily, Money, and plain editor screenshot matrix (390/820/1440, Paper White/Tokyo Night). The final concurrent-room persistence check found that the Note API briefly returned the shared edit marker, but an immediate follow-up read did not. I am checking whether the assertion raced the room's save debounce or whether a later flush overwrote the edit.Round 2 finding: the Notes and Files WebSocket paths match for one stable Note ID, and the simple Home-note live edit reaches both editors and persists. The richer Project Atlas fixture is a separate Markdown source-mapping case: both editors showed the typed paragraph, but the server warned
could not map edited Markdown to the loaded Note source; the stored Note body did not change. The focused #606 flow now isolates room identity with a simple Home note and passes. I am recording the Atlas source-mapping limitation as a known gap in the final report.Resuming #606 after the build-host resize. The worktree was clean at resume, with prior work preserved.
Branch:
job/notesfilter-606Base:
origin/devatc4a61e8cf090170f35b1bed3350d9de20c83ecd5Starting HEAD:
b9d48bad92cecb21e27b0b454505b83a8f561cdcThe prior round traced the Daily failure to delayed
NoteViewhydration and blanket Daily-room rejection. A regression now exercises a Daily live edit and preserves its[tz=UTC]marker; Files and Notes resolve the same Note ID room. I am continuing with a focused real-server verification, then will capture the required macOS-platform screenshot matrix and run final gates after one merge oforigin/dev.Real-server E2E finding: the focused #606 run timed out before browser setup because its fresh local server did not print the first-owner setup URL within the harness's 60-second window. The captured server output was empty, and the test made no UI assertions. Plugin migration and indexing setup precede the auth bootstrap that emits this URL. I am raising this one startup wait to a bounded 120 seconds, then I will rerun the focused flow once.
#606 E2E finding: the delayed
/api/v1/auth/merequest now proves cached editor text appears while account lookup is pending, but Playwright loggedcontinue: Route is already handledafter the test released the route and immediately removed its handler. I am changing the test to wait for all held identity requests to continue before unregistering the route, then I will rerun the focused flow once with the current production assets.#606 E2E finding: at 390 px, the Recent plain-note persistence marker was not present after reload. The editor contained
A Markdown file in a Plugin-owned folder.nt editor persisted plainFiles editor persisted plain, showing that the test'sEndkey placed the caret at a wrapped visual-line boundary and modified existing text. The cached-content assertion passed; this is an E2E caret-placement defect. I am moving the test selection to the editor's DOM end and adding source-text preservation assertions.Rust gate finding on #606:
cargo test -p calternal-plugin-notesreported 168 passed, 1 failed.tests::daily_and_composer_preserve_unrelated_bytesexpectedGET /journal/2026-09-24to return 200, but received 404 atcrates/plugins/notes/src/lib.rs:9730. The Notes testsetup()gives every parallel test the same User ID, while the process-wide writer lock is keyed by User; the Journal compatibility read repairs pending IDs only when that lock is idle. This points to cross-test lock contention, but I have not confirmed it yet. I will isolate each setup User without changing the existing status assertion, then run the affected package test once.Resolved the #606 Rust gate finding in commit
04aa503a1b237c397ee3ef37a5b75e87d5199e5f. Each Notes API test fixture now gets a unique User, because the package's parallel tests share a process-wide writer-lock registry keyed by User. The 200 assertion is unchanged. With this isolation,cargo test -p calternal-plugin-notespassed: 169 unit tests, 1 Apple replay integration test, and 0 doctests failed.The single time-boxed
ADVERSARIAL_API_ONLY=1 tests/adversarial/run.shattempt stopped in preflight before starting the server or sending hostile requests.tests/adversarial/prepare-media-runtime.shcounted 5,645 local threads and refused to continue above its 4,090 safety threshold (too many local threads for the bounded media sandbox test: 5645). I did not bypass the guard. No adversarial API results are claimed for this round.Result
The current Files/Recent flow is healthy. The focused real-server E2E held
/api/v1/auth/meand verified cached Markdown was visible before account identity hydration, then verified a live editor for Daily, Money, and plain Markdown. It typed an edit, reloaded, and found both the edit and original source text. It also verified that a healthy room never showed “Reconnecting”. The same stable Note identity was used when opened by Files item ID.This makes the supplied skeleton/Reconnecting capture consistent with a capture taken before load or from an earlier build; that is an inference because the exact capture timing cannot be replayed. No product route change was needed in this resumed pass.
UX gaps closed
Endkey changed existing text in a wrapped paragraph; the regression check now verifies the source remains intact.UX gaps left
Performance
The existing local debug smoke entry in
docs/perf/baseline.jsonused 100 User Markdown files and 10 Money files while load average rose from 22.45 to 25.18. Notes-list average p50/p95 was 19.22/32.49 ms; Files Markdown-open average was 40.21/8138.45 ms. A 4-client, 20-request Notes burst was 27.8/58.26 ms p50/p95; a 2-client, 6-open burst was 46.1/62.51 ms. This sample has no prior feature baseline and is marked not suitable for comparison. The configured 10,000+10,000 and 1,000+1,000 corpus runs exceeded the harness’s 30 s Markdown-open timeout. The performance profile isbench/notes-filter-606.mjs.Gates
The Notes package’s first test run exposed a fixture race:
daily_and_composer_preserve_unrelated_bytesexpected 200 and received 404 atcrates/plugins/notes/src/lib.rs:9730. I isolated each fixture User, kept the assertion unchanged, and reran Notes clippy and the full package tests; they passed. The gate output excerpts follow.E2E output:
Adversarial output:
The one 15-minute API adversarial attempt stopped in preflight before starting a server or sending requests. The media sandbox guard refuses this host above 4,090 local threads; I did not bypass it.
Cleanup output:
Screenshots
The files are attached to #606. Links are grouped by file kind, width, and theme.
Files
Web UI and E2E:
apps/web/e2e/harness.mjs,apps/web/e2e/notes.mjs,apps/web/e2e/process-perf.mjs,apps/web/src/lib/files/FilesBrowser.svelte,OpenMarkdownEditorAction.svelte,RecentView.svelte,apps/web/src/lib/notes/NoteEditorSurface.svelte,NoteView.svelte,api.ts,editorHost.ts,headingLinks.ts,notes.test.ts,paths.ts,apps/web/src/routes/f/[id]/edit/+page.svelte,apps/web/src/routes/notes/+page.svelte.Rust:
crates/calternal-collab/src/session.rs,crates/calternal-collab/tests/journal_race.rs,crates/calternal-plugin/src/lib.rs,crates/calternal-server/src/system_plugin.rs,crates/plugins/money/src/lib.rs,crates/plugins/notes/src/lib.rs,crates/plugins/notes/src/store.rs,crates/plugins/photos/src/lib.rs.Contracts, generated API, benchmark and docs:
contracts/actions.json,contracts/openapi.json,packages/api-client/src/generated.ts,bench/notes-filter-606.mjs,bench/run.sh,tests/adversarial/attack.py,docs/DESIGN.md,docs/deep-links.md,docs/parity-matrix.md,docs/perf/baseline.json.Decisions not specified in DESIGN.md
/api/v1/auth/me, so the test isolates account hydration while the Files NoteView and live room continue normally.Endfollows a wrapped visual line at phone width.Head SHA:
04aa503a1b237c397ee3ef37a5b75e87d5199e5f.No push, deploy, or feature merge was performed. The required
origin/devfetch/merge was already up to date.Starting Round 3 on
job/notesfilter-606, based onc4a61e8cf090170f35b1bed3350d9de20c83ecd5(origin/devat job start). I am tracing the Notes route and sidebar data sources, the shared Plugin-owned path registry, and the existing Calendar/Editor Log time-zone renderer before changing code.Finding:
NotesExplorer.load()reads raw/api/v1/files/entries; its row builder then special-cases Daily note filenames into ajournalrow that opens/d/<date>. This is why the sidebar shows the 2026-10-02 row even though/api/v1/notesexcludes Daily notes and Plugin-owned Markdown. The row is a deliberate Calendar shortcut, not a pin, but DESIGN §31/K5 says Notes does not list or open app-managed Daily notes, and the lock glyph has no plain-language meaning. I will remove the shortcut and make NotesExplorer request Files entries through the same Notes visibility filter as the page.Finding:
NoteList.svelterenders the raw Home-relativeitem.pathunder each title and addsborder-topbetween rows. This exposes storage paths in the main Notes list and uses dividers where the requested row surface should use spacing and hover/selection feedback. I will show only the immediate folder name for non-root Notes, keep Edited text beside it, and remove the dividers.Finding: Calendar's
ItemPreview.sveltealready rendersLog.timezoneonly when it differs fromsystemTimeZone(), but the live and fallback Daily editors display the raw[tz=...]source. I am extracting that Calendar rule into the sharedTimeZoneChipand using a visual-only ProseMirror decoration in Daily editors. The source text remains in the Markdown document and its saves.#606 round 3 status — stopped at the four-hour time box
Implemented and committed the Daily Log time-zone renderer reuse in
84363830d614f9904531d99e144aa8e0f6ecd487(Render Daily Log zones with the shared chip). The focused UI test passed:The production web build completed (
✓ built in 1m 9s). The initial server build could not embed the frontend becauseapps/web/build/did not exist; after building the frontend, a second server build was still compiling when the four-hour limit was reached and was stopped.The Notes sidebar/page shared filter, row metadata/divider changes, screenshot assertions, benchmark extension, and adversarial probe are present as uncommitted worktree changes. They have not passed crate gates or review, so this report does not claim them complete.
Remaining: finish the server build; regenerate OpenAPI and API client types; run Files, Notes, and Server Rust gates plus web check/test; run the Notes E2E and capture the same 18 macOS-emulated screenshots plus the Notes list matrix; attach screenshots; run the benchmark and one adversarial round; merge
origin/devonce before final gates; clean build outputs; and commit the verified remaining slices.Decisions: the shared predicate is used for both Notes and sidebar visibility; the sidebar requests it through the Files endpoint. Daily Log markers use Calendar's existing time-zone chip and keep Markdown source unchanged. These follow DESIGN §31/K5 and the existing Calendar renderer; no additional design choice was needed.
Known gaps: no round-4 screenshots or attachments; the benchmark and adversarial probe were not run; final Rust and web gates were not run. Head SHA:
84363830d614f9904531d99e144aa8e0f6ecd487.notesfilter-606: review items finished (head
cc9b094cc)The WIP checkpoint
496278017is now split into proper commits and verified.Changes
calternal_plugin_notes::user_note_path_filter, built from the owned-paths registry. Files/api/v1/files/entries?notes_filter=trueapplies it before it counts and pages. The flag is bound into the signed cursor and is accepted only underNotes/. The sidebar no longer lists Daily notes (and no lock icon) or Plugin-owned paths.YYYYMMDD-slug-id.mdname ("Retry mention"). It never shows the raw file name. The e2e asserts this.[tz=…]markers use the shared Calendar chip (84363830d). Fixed the svelte-check errors it caused (3b242fc26).tests/adversarial/notes-filter-606.mjs: fixed wrong expectations. Look-alike literal names now answer exactly like the plain listing. Traversal and NUL return 400.Gates
cargo fmt --check(files, notes): cleancargo clippy -p calternal-plugin-files -p calternal-plugin-notes --all-targets -- -D warnings:Finishedcargo test -p calternal-plugin-files -p calternal-plugin-notes:test result: ok. 147 passed; 0 failed; 1 ignored/test result: ok. 169 passed; 0 failedbun run check:COMPLETED 1996 FILES 0 ERRORS 0 WARNINGS 0 FILES_WITH_PROBLEMSTests 13 passed (13),Tests 10 passed (10)NOTES_E2E_606_ONLY=1 bun e2e/notes.mjs --screenshots:notes #606 Files and Recent Markdown flow passednotes-filter-606 adversarial round passed: cursed paths, malformed flag, oversized cursor, 256 burst readsScreenshots (390/820/1440, paper-white and tokyo-night) are from a server built from this branch:
notesfilter-606-notes-*andnotesfilter-606-sidebar-*. All notes and the sidebar list the same 6 Notes. No Daily note and no Money file appear in either.