Feat v0.4.4 rich editor import export (#26)

ROADMAP.md

@@ -1,6 +1,6 @@
 # Switchboard Core — Roadmap
 
-## Current: v0.4.3 — Backlinks + Wikilinks
+## Current: v0.4.4 — Rich Editor + Import/Export
 
 Fork of chat-switchboard, gutted to a pure extension platform. All AI/chat
 features removed from the kernel. What remains is the minimum viable
@@ -281,24 +281,134 @@ Zero platform special-casing. Proves the full extension stack E2E.
 | Backlinks panel | ✅ | Collapsible panel below editor showing all notes linking to current note. Click to navigate. Hidden when empty. |
 | Stats update | ✅ | `/stats` includes `links` count. Notes package version bumped to 0.4.0. |
 
-### v0.4.4 — Rich Editor + Import/Export (planned)
+### v0.4.4 — Rich Editor + Import/Export (complete)
 
-- Vendored CodeMirror 6 markdown bundle
-- Markdown file import/export
+| Step | Status | Description |
+|------|--------|-------------|
+| CM6 integration | ✅ | Load vendored CodeMirror 6 bundle via dynamic `<script>` tag. `CM.noteEditor()` factory with markdown syntax highlighting, wikilink autocomplete, and live preview decorations. Textarea fallback if CM6 unavailable. |
+| Editor wiring | ✅ | EditorPane uses CM6 with `onChange` → auto-save debounce, `onLink` → wikilink navigation, `linkCompleter` → search API autocomplete. Ctrl/Cmd+S force save. Editor fills container via CSS override. |
+| Export as .md | ✅ | Export button in editor header. Downloads note as `.md` file with YAML frontmatter (title, tags, created). Pure client-side Blob download. |
+| 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. |
 
-## v0.5.0 — MVP
+### v0.4.5 — Editor Modes + Document Outline (planned)
 
-Extension and operations tracks converge. First externally usable release.
+| Step | Status | Description |
+|------|--------|-------------|
+| Default-rendered mode | | Preview is the initial state on note open. "Edit" button enters CM6. Save exits back to rendered view. |
+| 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`. |
+| 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. |
+| 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. |
 
-- Package registry (browse, install, update, uninstall)
-- Package distribution model (no auto-install; explicit install only)
-- Health monitoring dashboard
-- Backup/restore tooling
-- Documentation site
+### v0.4.6 — Sidebar Restructure (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Sidebar tabs | | Two-tab header at top of sidebar: "Notes" (folders → tags → search → list) and "Outline" (heading tree for active note). Outline tab enabled only when a note is selected. |
+| Heading tree | | Nested heading hierarchy (H1 → H2 → H3) with depth indentation. Click → scroll to heading in editor/preview. Current heading highlighted based on scroll position. |
+
+### v0.4.7 — Note Graph (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Graph API | | `GET /graph` endpoint in Starlark — `{ nodes: [{id, title, folder_id}], edges: [{source, target, text}] }`. Full notes + links in one payload. |
+| Graph renderer | | Canvas force-directed layout. Minimal force simulation (repulsion + attraction + damping). Nodes = circles with title labels, edges = lines. Zoom/pan via wheel + drag. |
+| Click → focus + filter | | Single click a node: dims unconnected nodes/edges to ~15% opacity. Clicked node + direct neighbors stay full brightness. Edges highlighted in accent color. Click empty space to reset. |
+| Shift+click → chain | | Shift+click adds a second node to the focus set — union of both neighborhoods visible. Trace thought paths across two hops without losing context. |
+| Double-click → open | | Double-click navigates to the note. Graph view stays active — back returns to graph with previous focus state preserved. |
+| Hover → tooltip | | Hover shows note title + tag pills + edge count. No API call — all data in graph payload. |
+| Folder/tag coloring | | Nodes colored by folder. Tag filter dropdown — select tag, unmatched nodes dim. Stacks with click focus. |
+| Orphan highlighting | | Zero-edge nodes rendered with dashed stroke. Optional toggle to hide entirely. |
+| Entry point | | "Graph" button in topbar. Replaces editor pane with full graph canvas. Note selection in graph populates sidebar, switching back to editor shows that note. |
+
+## v0.5.x — Realtime + Chat
+
+Communication primitive track. The kernel gains one generic realtime
+module. Everything else — conversations, messages, participants — is
+pure extension code. Human-to-human chat ships pre-MVP; LLM
+participation is post-MVP.
+
+### v0.5.0 — Realtime Primitive + Dialog System (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| `realtime.publish()` | | Starlark module: `realtime.publish(channel, event, data)`. Publishes JSON event to WebSocket hub scoped to channel (e.g. `conversation:{id}`). Hub handles fan-out and cross-replica broadcast. |
+| `sw.realtime.subscribe()` | | SDK method: `sw.realtime.subscribe(channel, callback)`. Client-side WebSocket listener filtered by channel. Returns unsubscribe handle. |
+| `sw.ui.Dialog` | | SDK modal primitive: configurable title, body, action buttons. Replaces native `alert()`. Promise-based API. |
+| `sw.ui.Confirm` | | SDK confirm primitive: question + confirm/cancel buttons. Replaces native `confirm()`. Returns promise resolving to boolean. |
+| `sw.ui.Prompt` | | SDK prompt primitive: label + text input + confirm/cancel. Replaces native `prompt()`. Returns promise resolving to string or null. |
+| Native dialog audit | | Sweep all surfaces (notes, tasks, schedules, admin, settings). Replace every `prompt()`, `confirm()`, `alert()` with SDK equivalents. |
+
+### v0.5.1 — Chat Core Library (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Library package | | `chat-core` library with `permissions: ["db.write"]`. Private ext_data tables, exported Starlark functions, REST endpoints. |
+| Conversations table | | `conversations` — title, type (direct/group), created_by, updated_at. |
+| Participants table | | `participants` — conversation_id, participant_id, participant_type (user/bot), display_name, role (member/admin), joined_at. |
+| Messages table | | `messages` — conversation_id, participant_id, content, content_type (text/system/file), edited_at. |
+| Read cursors table | | `read_cursors` — conversation_id, participant_id, last_read_message_id. |
+| Exported Starlark API | | `chat.create()`, `chat.send()`, `chat.history()`, `chat.add_participant()`, `chat.remove_participant()`, `chat.mark_read()`. |
+| REST endpoints | | Full CRUD for conversations, messages, participants. Paginated message history. Unread counts. |
+| Realtime integration | | On `chat.send()`: insert message, emit `chat.message.created` event, call `realtime.publish("conversation:{id}", "message", data)`. |
+
+### v0.5.2 — Chat Surface (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Conversation list | | Sidebar: conversation list with last message preview, unread badge, timestamp. Create conversation button. |
+| Message thread | | Main pane: message history with participant avatars, timestamps, content. Virtual scroll for long threads. |
+| Compose bar | | Text input with Enter-to-send, Shift+Enter for newline. Markdown support via existing inline renderer. |
+| Participant sidebar | | Collapsible right panel: participant list with online status (via kernel presence hub). Add/remove participants using `sw.ui.Dialog`. |
+| 1:1 and group | | Direct messages (two participants) and group conversations. Type field on conversation. |
+| Typing indicators | | `realtime.publish("conversation:{id}", "typing", {participant_id})` on keypress with debounce. Surface shows "X is typing…" with auto-expire. |
+| Read receipts | | Mark-read on scroll/focus via `chat.mark_read()`. Unread count in conversation list. |
+| Message editing | | Edit own messages. `edited_at` timestamp displayed. Edit via `PUT /messages/:id`. |
+| Message deletion | | Soft-delete own messages. Replaced with "message deleted" placeholder. |
+
+### v0.5.3 — Chat Polish + Integration Testing (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Conversation search | | Search across conversation titles and message content. |
+| Message pagination | | Cursor-based pagination on message history. Scroll-to-load-more in thread view. |
+| Multi-user E2E | | Docker compose test: multiple browser sessions, verify real-time message delivery, presence indicators, cross-replica broadcast. |
+| Workflow integration | | Verify: workflow stage with `audience: team` can create a conversation via `chat.create()`, add assigned members as participants. Conversation scoped to instance. |
+
+### v0.5.4 — Package Updates (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Version comparison | | Compare installed package version against incoming `.pkg` version. Semantic version parsing. Skip if same or older. |
+| Schema migration on update | | Diff declared `db_tables` against existing ext_data schema. Add new columns, add new tables. No destructive changes (no column drops, no type changes). |
+| Data preservation | | ext_data tables survive update. Only additive schema changes applied. Settings merged (new keys added, existing preserved). |
+| Update API | | `PUT /api/v1/packages/:id/update` — accepts `.pkg` archive, validates version bump, applies schema diff, replaces code (JS/CSS/Starlark). |
+| Admin UI | | Update button on package card when newer version available. Version comparison badge. Update confirmation via `sw.ui.Confirm`. |
+| Rollback story | | Export package before update (existing export). Document manual rollback: re-install old `.pkg`. No automatic rollback — KISS. |
+
+### v0.5.5 — Upgrade Testing (planned)
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Test harness | | Docker compose environment: build v(current) image, seed data (notes, conversations, tasks, workflows), then upgrade to v(next) image. Verify data integrity post-upgrade. |
+| Schema edge cases | | Force upgrade scenarios: add column to existing table, add new table, add new index. Verify ext_data migrations apply cleanly without data loss. Throwaway changes — not committed, only bug fixes. |
+| Settings migration | | Verify settings cascade survives upgrade: global → team → user overrides preserved. New settings keys appear with defaults. Removed keys ignored. |
+| Package compatibility | | Install older package version, upgrade kernel, verify package still loads. Install newer package version on older kernel, verify graceful failure. |
+| Multi-replica upgrade | | Rolling upgrade in K8s: old and new replicas coexist briefly. Verify WebSocket hub handoff, no message loss, no split-brain on ext_data writes. |
+
+## v0.6.0 — MVP
+
+Extension, communication, and operations tracks converge. First
+externally usable release.
+
+- Health monitoring (extension package wrapping kernel `/health`)
+- Backup/restore tooling (ext_data export/import, admin surface)
+- Documentation site (extension authoring guide, API reference, deployment guide)
 
 ## Post-MVP
 
-- Chat extension (provider registry, streaming, personas, tool system)
+- LLM participation (`llm-bridge` extension: subscribes to `chat.message.created`, calls `provider.complete()`, streams response via `realtime.publish`, posts via `chat.send()`. Bot participants with persona config. Multi-model conversations.)
 - Rich media extensions: image generation, code sandbox, STT/TTS
 - Desktop app (Tauri or Electron)
 - Sidecar tier: container-based extensions
@@ -322,6 +432,6 @@ Extension and operations tracks converge. First externally usable release.
 | No new migrations pre-MVP | Edit existing migration SQL files in place. No migration chains until schema is in production. |
 | Notes over Editor | First surface is Obsidian-style notes (rich text, folders, backlinks) instead of a code editor. Notes is a stronger E2E proof — it exercises ext_data, storage, and the SDK more fully than a pure-browser CM6 editor. |
 | No built-in auto-install | Extensions ship in the repo but are not auto-installed. Distribution model TBD — explicit install only. Keeps the kernel clean and avoids opinionated defaults. |
-| Chat → post-MVP | Chat extension (providers, streaming, personas) is valuable but not MVP-critical. The platform must prove itself with simpler surfaces first. Chat moves to post-MVP track. |
+| Chat as extension, not kernel | Human-to-human chat built entirely as library + surface packages. Zero kernel awareness of conversations, messages, or participants. Kernel gains one generic `realtime` module. Proves near-infinite extensibility. LLM participation layers on top via a separate bridge extension — the chat system doesn't know or care whether a participant is human or AI. |
 | Two trigger tiers | Event + webhook triggers are extension-declared (manifest contract, full sandbox). Scheduled tasks are user-created ad-hoc (restricted sandbox — no raw HTTP, no DB table creation, connections-only outbound). Separation keeps extension contracts static and user automation safe. |
-| Scheduled task identity | Tasks run as their creator (RBAC-scoped). Admin-created tasks can opt into system context. Creator deactivation pauses the schedule. Ensures audit trail and permission boundaries. |
+| Scheduled task identity | Tasks run as their creator (RBAC-scoped). Admin-created tasks can opt into system context. Creator deactivation pauses the schedule. Ensures audit trail and permission boundaries. |