Feat v0.4.5 editor modes outline (#27)

Co-authored-by: Jeffrey Smith <jasafpro@gmail.com>
Co-committed-by: Jeffrey Smith <jasafpro@gmail.com>

CHANGELOG.md

@@ -2,6 +2,36 @@
 
 All notable changes to Switchboard Core are documented here.
 
+## v0.4.5 — Editor Modes + Document Outline
+
+### Added
+
+- **Tri-state view mode**: Notes open in rendered (read-only) mode by default.
+  Toolbar button cycles through Edit (CM6) and Split (side-by-side) modes.
+  Replaces the old binary preview toggle.
+- **Split view**: Side-by-side CM6 editor + rendered preview using CSS grid.
+  CM6 instance preserved when toggling between edit and split modes.
+- **Synced scroll**: In split mode, scrolling the CM6 editor proportionally
+  scrolls the preview pane via linear ratio mapping on `scrollDOM`.
+- **View mode persistence**: User's preferred mode saved to localStorage
+  (`sw.storage.local('notes')`). New `editor_mode` manifest setting with
+  admin-level default (rendered / edit / split).
+- **Document outline**: Collapsible TOC panel adjacent to the editor body.
+  `parseHeadings()` extracts heading level, text, and line number (skips
+  fenced code blocks). Click heading to scroll — uses CM6
+  `EditorView.scrollIntoView()` in edit/split mode, DOM `scrollIntoView()`
+  in rendered mode. Updates on body change with 300ms debounce.
+
+### Changed
+
+- Notes package version bumped from 0.5.0 to 0.6.0.
+- Editor body wrapped in `.notes-editor__content` flex container to
+  accommodate the outline panel.
+- Wikilink click handling active in both rendered and split modes.
+- Mobile: split view collapses to single column, outline panel hidden.
+
+---
+
 ## v0.4.4 — Rich Editor + Import/Export
 
 ### Added

ROADMAP.md

@@ -1,6 +1,6 @@
 # Switchboard Core — Roadmap
 
-## Current: v0.4.4 — Rich Editor + Import/Export
+## Current: v0.4.5 — Editor Modes + Document Outline
 
 Fork of chat-switchboard, gutted to a pure extension platform. All AI/chat
 features removed from the kernel. What remains is the minimum viable
@@ -291,15 +291,15 @@ Zero platform special-casing. Proves the full extension stack E2E.
 | Import .md | ✅ | Import button in topbar. File picker for `.md`/`.markdown`/`.txt`. Parses YAML frontmatter for title and tags. Creates note via API with tags. |
 | Notes package v0.5.0 | ✅ | Manifest version bumped from 0.4.0 → 0.5.0. |
 
-### v0.4.5 — Editor Modes + Document Outline (planned)
+### v0.4.5 — Editor Modes + Document Outline (complete)
 
 | Step | Status | Description |
 |------|--------|-------------|
-| Default-rendered mode | | Preview is the initial state on note open. "Edit" button enters CM6. Save exits back to rendered view. |
+| Default-rendered mode | ✅ | Preview is the initial state on note open. "Edit" button enters CM6. Tri-state `viewMode`: `rendered` / `edit` / `split`. |
-| Split view | | Side-by-side layout: CM6 left, rendered preview right. New `viewMode` state: `rendered` / `edit` / `split`. CSS grid two-column in `.notes-editor__body`. |
+| Split view | ✅ | Side-by-side layout: CM6 left, rendered preview right. CSS grid two-column in `.notes-editor__body--split`. |
-| Synced scroll | | Split mode scroll sync. CM6 `scrollDOM` scroll listener maps position ratio to preview `scrollTop`. Linear mapping. |
+| Synced scroll | ✅ | Split mode scroll sync. CM6 `scrollDOM` scroll listener maps position ratio to preview `scrollTop`. Linear mapping. |
-| View mode setting | | Add `editor_mode` to manifest `settings` (rendered / split / edit). Persist preference. Toolbar cycles modes. |
+| View mode setting | ✅ | `editor_mode` in manifest settings + localStorage persistence. Toolbar cycles rendered → edit → split. |
-| Document outline | | Parse headings from body. Render as collapsible TOC panel adjacent to editor. Click heading → scroll CM6 or preview to target. Updates on body change via debounced parse. |
+| Document outline | ✅ | `parseHeadings()` extracts headings (skips code blocks). Collapsible `DocumentOutline` panel with click-to-scroll (CM6 line dispatch or preview `scrollIntoView`). Debounced 300ms updates. |
 
 ### v0.4.6 — Sidebar Restructure (planned)
 

VERSION

@@ -1 +1 @@
-0.4.4
+0.4.5

packages/notes/README.md

@@ -21,6 +21,7 @@ Core CRUD with markdown textarea and inline preview.
 - v0.4.2: Tags + enhanced search
 - v0.4.3: Backlinks + `[[wikilinks]]`
 - v0.4.4: Rich editor (CodeMirror 6) + import/export
+- v0.4.5: Editor modes (rendered/edit/split) + document outline
 
 ## Data
 

packages/notes/css/main.css

@@ -257,6 +257,14 @@
   border-color: var(--accent);
 }
 
+/* ── Editor Content (body + outline wrapper) */
+.notes-editor__content {
+  flex: 1;
+  display: flex;
+  min-height: 0;
+  overflow: hidden;
+}
+
 /* ── Editor Body ─────────────────────────── */
 .notes-editor__body {
   flex: 1;
@@ -264,6 +272,13 @@
   min-height: 0;
   overflow: hidden;
 }
+.notes-editor__body--split {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+}
+.notes-editor__body--split .notes-preview {
+  border-left: 1px solid var(--border);
+}
 .notes-editor__textarea {
   flex: 1;
   resize: none;
@@ -617,9 +632,64 @@
   font-size: 11px;
 }
 
+/* ── Document Outline ─────────────────────── */
+.doc-outline {
+  width: 200px;
+  min-width: 160px;
+  border-left: 1px solid var(--border);
+  background: var(--bg-raised);
+  overflow-y: auto;
+  flex-shrink: 0;
+}
+.doc-outline__header {
+  font-size: 11px;
+  font-weight: 600;
+  color: var(--text-2);
+  text-transform: uppercase;
+  letter-spacing: 0.5px;
+  padding: 8px 10px;
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  cursor: pointer;
+  user-select: none;
+  border-bottom: 1px solid var(--border);
+}
+.doc-outline__toggle {
+  font-size: 9px;
+  color: var(--text-2);
+}
+.doc-outline__count {
+  background: var(--bg-hover);
+  color: var(--text-2);
+  font-size: 10px;
+  padding: 0 6px;
+  border-radius: 8px;
+  line-height: 16px;
+}
+.doc-outline__item {
+  padding: 4px 10px;
+  font-size: 12px;
+  color: var(--text-2);
+  cursor: pointer;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  transition: var(--transition);
+}
+.doc-outline__item:hover {
+  background: var(--bg-hover);
+  color: var(--text);
+}
+.doc-outline__item--h1 { font-weight: 600; color: var(--text); }
+.doc-outline__item--h2 { font-weight: 500; }
+
 /* ── Responsive ──────────────────────────── */
 @media (max-width: 700px) {
   .notes-sidebar { width: 100%; border-right: none; border-bottom: 1px solid var(--border); max-height: 40vh; }
   .notes-app { flex-direction: column; }
   .folder-tree { max-height: 30vh; }
+  .notes-editor__body--split { grid-template-columns: 1fr; }
+  .notes-editor__body--split .notes-preview { display: none; }
+  .doc-outline { display: none; }
 }

packages/notes/js/main.js

@@ -1,5 +1,5 @@
 /**
- * Notes — Surface Entry Point (v0.5.0)
+ * Notes — Surface Entry Point (v0.6.0)
  *
  * Markdown notes surface using the SDK:
  *   sw.api.ext('notes')  — scoped API client
@@ -607,11 +607,80 @@
   }
 
 
+  // ═══════════════════════════════════════════
+  //  Heading parser + Document Outline
+  // ═══════════════════════════════════════════
+
+  function parseHeadings(body) {
+    if (!body) return [];
+    var lines = body.split('\n');
+    var result = [];
+    var inCode = false;
+    for (var i = 0; i < lines.length; i++) {
+      var line = lines[i];
+      if (line.trim().indexOf('```') === 0) { inCode = !inCode; continue; }
+      if (inCode) continue;
+      var m = line.match(/^(#{1,6})\s+(.+)/);
+      if (m) {
+        result.push({ level: m[1].length, text: m[2].replace(/[*_`\[\]]/g, '').trim(), line: i });
+      }
+    }
+    return result;
+  }
+
+  function DocumentOutline({ headings, viewMode, cmEditorRef, previewRef }) {
+    var [collapsed, setCollapsed] = useState(false);
+
+    if (!headings || headings.length === 0) return null;
+
+    function scrollToHeading(heading) {
+      // scroll preview in rendered / split
+      if (viewMode !== 'edit' && previewRef.current) {
+        var targets = previewRef.current.querySelectorAll('h1, h2, h3, h4, h5, h6');
+        for (var i = 0; i < targets.length; i++) {
+          if (targets[i].textContent.trim() === heading.text) {
+            targets[i].scrollIntoView({ behavior: 'smooth', block: 'start' });
+            return;
+          }
+        }
+      }
+      // scroll CM6 in edit / split
+      if (viewMode !== 'rendered' && cmEditorRef.current) {
+        var view = cmEditorRef.current.getView();
+        if (!view) return;
+        var lineNum = Math.min(heading.line + 1, view.state.doc.lines);
+        var lineObj = view.state.doc.line(lineNum);
+        view.dispatch({ effects: CM.EditorView.scrollIntoView(lineObj.from, { y: 'start' }) });
+      }
+    }
+
+    return html`
+      <div class="doc-outline">
+        <div class="doc-outline__header" onClick=${function() { setCollapsed(!collapsed); }}>
+          <span class="doc-outline__toggle">${collapsed ? '\u25B6' : '\u25BC'}</span>
+          <span>Outline</span>
+          <span class="doc-outline__count">${headings.length}</span>
+        </div>
+        ${!collapsed && headings.map(function(h, i) {
+          return html`
+            <div key=${i} class="doc-outline__item doc-outline__item--h${h.level}"
+                 style="padding-left: ${8 + (h.level - 1) * 12}px"
+                 onClick=${function() { scrollToHeading(h); }}>
+              ${h.text}
+            </div>
+          `;
+        })}
+      </div>
+    `;
+  }
+
+  var _modeStore = sw.storage.local('notes');
+
   function EditorPane({ note, folders, allTags, onSave, onDelete, onRefresh, onTagsChanged, onNavigate, onNavigateToTitle }) {
     var [title, setTitle]     = useState(note ? note.title : '');
     var [body, setBody]       = useState(note ? note.body : '');
     var [noteTags, setNoteTags] = useState([]);
-    var [preview, setPreview] = useState(false);
+    var [viewMode, setViewMode] = useState(_modeStore.get('editor_mode') || 'rendered');
     var [dirty, setDirty]     = useState(false);
     var [saving, setSaving]   = useState(false);
     var [saveCount, setSaveCount] = useState(0);
@@ -634,7 +703,7 @@
         bodyRef.current = note.body || '';
         setNoteTags(note.tags || []);
         setDirty(false);
-        setPreview(false);
+        setViewMode(_modeStore.get('editor_mode') || 'rendered');
         // update CM6 content if editor exists
         if (cmEditorRef.current) {
           cmEditorRef.current.setValue(note.body || '');
@@ -643,8 +712,9 @@
     }, [note ? note.id : null]);
 
     // ── CM6 lifecycle ─────────────────────────
+    var needsCM = viewMode !== 'rendered';
     useEffect(function() {
-      if (!hasCM || preview || !note) return;
+      if (!hasCM || !needsCM || !note) return;
       var el = cmContainerRef.current;
       if (!el) return;
 
@@ -698,7 +768,7 @@
           cmEditorRef.current = null;
         }
       };
-    }, [note ? note.id : null, preview]);
+    }, [note ? note.id : null, needsCM]);
 
     function handleTitleChange(e) {
       setTitle(e.target.value);
@@ -807,7 +877,7 @@
     var previewRef = useRef(null);
     useEffect(function() {
       var el = previewRef.current;
-      if (!el || !preview) return;
+      if (!el || viewMode === 'edit') return;
       function handleClick(e) {
         var target = e.target;
         if (target.classList && target.classList.contains('wikilink')) {
@@ -818,7 +888,35 @@
       }
       el.addEventListener('click', handleClick);
       return function() { el.removeEventListener('click', handleClick); };
-    }, [preview, onNavigateToTitle]);
+    }, [viewMode, onNavigateToTitle]);
+
+    // ── Synced scroll in split mode ──
+    useEffect(function() {
+      if (viewMode !== 'split' || !cmEditorRef.current) return;
+      var view = cmEditorRef.current.getView();
+      if (!view) return;
+      var scrollDOM = view.scrollDOM;
+      var previewEl = previewRef.current;
+      if (!scrollDOM || !previewEl) return;
+      var syncing = false;
+      function onEditorScroll() {
+        if (syncing) return;
+        syncing = true;
+        var ratio = scrollDOM.scrollTop / (scrollDOM.scrollHeight - scrollDOM.clientHeight || 1);
+        previewEl.scrollTop = ratio * (previewEl.scrollHeight - previewEl.clientHeight);
+        syncing = false;
+      }
+      scrollDOM.addEventListener('scroll', onEditorScroll);
+      return function() { scrollDOM.removeEventListener('scroll', onEditorScroll); };
+    }, [viewMode, note ? note.id : null]);
+
+    // ── Document outline headings ──
+    var [headings, setHeadings] = useState([]);
+    useEffect(function() {
+      debounce('outline', function() {
+        setHeadings(parseHeadings(body));
+      }, 300);
+    }, [body]);
 
     // build indented folder list for the select dropdown
     var folderOptions = useMemo(function() {
@@ -860,13 +958,25 @@
 
     // ── Render editor body ─────────────────────
     function renderEditorBody() {
-      if (preview) {
+      if (viewMode === 'rendered') {
         return html`<div class="notes-preview" ref=${previewRef} dangerouslySetInnerHTML=${{ __html: previewHtml }} />`;
       }
+      if (viewMode === 'split') {
+        var editor = hasCM
+          ? html`<div class="notes-editor__cm" ref=${cmContainerRef} />`
+          : html`<textarea class="notes-editor__textarea" ref=${textareaRef}
+                    value=${body} onInput=${handleBodyChange}
+                    onKeyDown=${handleKeyDown}
+                    placeholder="Start writing in Markdown…" />`;
+        return [
+          editor,
+          html`<div class="notes-preview" ref=${previewRef} dangerouslySetInnerHTML=${{ __html: previewHtml }} />`
+        ];
+      }
+      // edit mode
       if (hasCM) {
         return html`<div class="notes-editor__cm" ref=${cmContainerRef} />`;
       }
-      // fallback textarea
       return html`<textarea class="notes-editor__textarea" ref=${textareaRef}
                     value=${body} onInput=${handleBodyChange}
                     onKeyDown=${handleKeyDown}
@@ -894,9 +1004,12 @@
             <span class=${dirty ? 'notes-saved notes-saved--dirty' : 'notes-saved'}>
               ${saving ? 'Saving…' : (dirty ? 'Unsaved' : 'Saved')}
             </span>
-            <button class="notes-toggle ${preview ? 'notes-toggle--active' : ''}"
+            <button class="notes-toggle" onClick=${function() {
-                    onClick=${() => setPreview(!preview)}>
+                      var next = viewMode === 'rendered' ? 'edit' : viewMode === 'edit' ? 'split' : 'rendered';
-              ${preview ? 'Edit' : 'Preview'}
+                      _modeStore.set('editor_mode', next);
+                      setViewMode(next);
+                    }}>
+              ${viewMode === 'rendered' ? 'Edit' : viewMode === 'edit' ? 'Split' : 'Read'}
             </button>
             <button class="notes-btn" onClick=${handleExport} title="Export as .md">Export</button>
             <button class="notes-btn" onClick=${handlePin}
@@ -908,8 +1021,12 @@
           </div>
         </div>
         <${TagInput} tags=${noteTags} allTags=${allTags} onChange=${handleTagsChange} />
-        <div class="notes-editor__body">
+        <div class="notes-editor__content">
-          ${renderEditorBody()}
+          <div class="notes-editor__body ${viewMode === 'split' ? 'notes-editor__body--split' : ''}">
+            ${renderEditorBody()}
+          </div>
+          <${DocumentOutline} headings=${headings} viewMode=${viewMode}
+            cmEditorRef=${cmEditorRef} previewRef=${previewRef} />
         </div>
         <${BacklinksPanel} noteId=${note.id} onNavigate=${onNavigate} />
       </div>

packages/notes/manifest.json

@@ -6,9 +6,9 @@
   "route": "/s/notes",
   "auth": "authenticated",
   "layout": "single",
-  "version": "0.5.0",
+  "version": "0.6.0",
   "icon": "📝",
-  "description": "Markdown notes surface with rich editor, folders, tags, backlinks, and import/export.",
+  "description": "Markdown notes surface with rich editor, folders, tags, backlinks, import/export, and document outline.",
   "author": "switchboard",
 
   "permissions": ["db.write"],
@@ -92,6 +92,12 @@
       "label": "Default View",
       "description": "Default note list view: recent or pinned",
       "default": "recent"
+    },
+    "editor_mode": {
+      "type": "string",
+      "label": "Default Editor Mode",
+      "description": "How notes open: rendered (read-only preview), edit (CodeMirror editor), or split (side-by-side)",
+      "default": "rendered"
     }
   }
 }