nexus/.planning/phases/21-chat-foundation/21-03-PLAN.md

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---
phase: 21-chat-foundation
plan: 03
type: execute
wave: 2
depends_on: ["21-00", "21-01"]
files_modified:
- server/src/services/chat.ts
- server/src/routes/chat.ts
- server/src/app.ts
autonomous: true
requirements: [CHAT-04, CHAT-05, CHAT-06, HIST-05]
must_haves:
truths:
- "A user on any device on the network can create a conversation and retrieve it from another browser session"
- "POST /api/companies/:companyId/conversations creates a conversation row in DB"
- "GET /api/companies/:companyId/conversations returns paginated list sorted by updatedAt DESC"
- "POST /api/conversations/:id/messages creates a message and bumps conversation updatedAt"
- "First message on a title-less conversation auto-sets the title to the first 60 chars"
- "PATCH /api/conversations/:id can set pinnedAt, archivedAt, and title"
- "DELETE /api/conversations/:id soft-deletes by setting deletedAt"
artifacts:
- path: "server/src/services/chat.ts"
provides: "chatService factory with all CRUD methods"
exports: ["chatService"]
- path: "server/src/routes/chat.ts"
provides: "chatRoutes factory returning Express Router"
exports: ["chatRoutes"]
key_links:
- from: "server/src/routes/chat.ts"
to: "server/src/services/chat.ts"
via: "chatService(db) instantiation"
pattern: "chatService\\(db\\)"
- from: "server/src/app.ts"
to: "server/src/routes/chat.ts"
via: "api.use(chatRoutes(db))"
pattern: "chatRoutes\\(db\\)"
- from: "server/src/services/chat.ts"
to: "packages/db/src/schema/chat_conversations.ts"
via: "Drizzle query on chatConversations table"
pattern: "chatConversations"
---
<objective>
Build the server-side chat service and REST API routes.
Purpose: Provide the backend for conversation CRUD (create, list, update, pin, archive, soft-delete) and message CRUD (create, list) with cursor-based pagination. This is the data layer the UI consumes. HIST-05 (cross-device sync) is satisfied by these API endpoints being network-accessible.
Output: Working API endpoints mounted on the Express app.
</objective>
<execution_context>
@$HOME/.claude/get-shit-done/workflows/execute-plan.md
@$HOME/.claude/get-shit-done/templates/summary.md
</execution_context>
<context>
@.planning/PROJECT.md
@.planning/ROADMAP.md
@.planning/phases/21-chat-foundation/21-RESEARCH.md
@.planning/phases/21-chat-foundation/21-01-SUMMARY.md
<interfaces>
From packages/db/src/schema/chat_conversations.ts (created in Plan 01):
```typescript
export const chatConversations = pgTable("chat_conversations", {
id: uuid("id").primaryKey().defaultRandom(),
companyId: uuid("company_id").notNull().references(() => companies.id),
title: text("title"),
agentId: uuid("agent_id").references(() => agents.id, { onDelete: "set null" }),
pinnedAt: timestamp("pinned_at", { withTimezone: true }),
archivedAt: timestamp("archived_at", { withTimezone: true }),
deletedAt: timestamp("deleted_at", { withTimezone: true }),
createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
updatedAt: timestamp("updated_at", { withTimezone: true }).notNull().defaultNow(),
});
```
From packages/db/src/schema/chat_messages.ts (created in Plan 01):
```typescript
export const chatMessages = pgTable("chat_messages", {
id: uuid("id").primaryKey().defaultRandom(),
conversationId: uuid("conversation_id").notNull().references(() => chatConversations.id, { onDelete: "cascade" }),
role: text("role").notNull(),
content: text("content").notNull(),
agentId: uuid("agent_id"),
createdAt: timestamp("created_at", { withTimezone: true }).notNull().defaultNow(),
});
```
From packages/shared/src/validators/chat.ts (created in Plan 01):
```typescript
export const createConversationSchema = z.object({ title: z.string().max(200).optional(), agentId: z.string().uuid().optional() });
export const updateConversationSchema = z.object({ title: z.string().max(200).optional(), agentId: z.string().uuid().nullable().optional(), pinnedAt: z.string().datetime().nullable().optional(), archivedAt: z.string().datetime().nullable().optional() });
export const createMessageSchema = z.object({ role: z.enum(["user", "assistant", "system"]), content: z.string().min(1).max(100_000), agentId: z.string().uuid().optional() });
```
From server/src/routes/authz.ts:
```typescript
export function assertBoard(req: Request): void;
export function assertCompanyAccess(req: Request, companyId: string): void;
```
From server/src/errors.ts:
```typescript
export function notFound(message?: string): HttpError;
export function unprocessable(message: string, issues?: unknown): HttpError;
```
</interfaces>
</context>
<tasks>
<task type="auto" tdd="true">
<name>Task 1: Create chat service with CRUD operations</name>
<files>server/src/services/chat.ts, server/src/__tests__/chat-service.test.ts</files>
<behavior>
- createConversation inserts a row and returns it with id + timestamps
- listConversations returns items sorted by updatedAt DESC, excludes deleted, supports cursor pagination with hasMore
- getConversation returns row by id, throws notFound for missing/deleted
- updateConversation sets provided fields and bumps updatedAt
- softDeleteConversation sets deletedAt, throws notFound if already deleted
- addMessage inserts message, bumps conversation updatedAt, auto-sets title on first user message when title IS NULL
- listMessages returns items sorted by createdAt DESC with cursor pagination
</behavior>
<read_first>
- server/src/services/documents.ts (reference for service factory pattern, Drizzle query patterns)
- server/src/services/activity.ts (reference for simpler service pattern)
- server/src/__tests__/chat-service.test.ts (test stub from Plan 00 -- fill in test implementations)
- packages/db/src/schema/chat_conversations.ts (table definition -- will exist from Plan 01)
- packages/db/src/schema/chat_messages.ts (table definition -- will exist from Plan 01)
</read_first>
<action>
First, update `server/src/__tests__/chat-service.test.ts` to replace `.todo` stubs with real test implementations using the vi.mock pattern from activity-routes.test.ts. Mock the db object and verify:
- createConversation calls db.insert with correct table and returns result
- listConversations calls db.select with correct where/orderBy/limit
- addMessage calls db.insert for the message AND db.update for conversation updatedAt
- addMessage calls db.update with `isNull(title)` condition for auto-title
Then create `server/src/services/chat.ts` following the `function chatService(db: Db)` factory pattern:
```typescript
import { and, asc, desc, eq, isNull, lt, sql, count } from "drizzle-orm";
import type { Db } from "@paperclipai/db";
import { chatConversations, chatMessages } from "@paperclipai/db";
import { notFound } from "../errors.js";
export function chatService(db: Db) {
return {
async listConversations(companyId: string, opts: { cursor?: string; limit?: number; includeArchived?: boolean }) {
// ...
},
async createConversation(companyId: string, data: { title?: string; agentId?: string }) {
// ...
},
async getConversation(id: string) {
// ...
},
async updateConversation(id: string, data: { title?: string; agentId?: string | null; pinnedAt?: string | null; archivedAt?: string | null }) {
// ...
},
async softDeleteConversation(id: string) {
// ...
},
async listMessages(conversationId: string, opts: { cursor?: string; limit?: number }) {
// ...
},
async addMessage(conversationId: string, data: { role: string; content: string; agentId?: string }) {
// ...
},
};
}
```
Implementation details for each method:
**listConversations:**
- `limit` defaults to 30, max 100: `const limit = Math.min(opts.limit ?? 30, 100);`
- Filter: `companyId` matches, `deletedAt IS NULL`. If `includeArchived` is false (default), also filter `archivedAt IS NULL`.
- Cursor: if `opts.cursor` provided, add `lt(chatConversations.updatedAt, new Date(opts.cursor))`
- Order: `desc(chatConversations.updatedAt)`
- Pagination: fetch `limit + 1`, if `rows.length > limit` then `hasMore = true`, return `rows.slice(0, limit)`
- Also do a lateral subquery or second query to get `lastMessagePreview`: for each conversation, get the most recent message content truncated to 100 chars. If that's too complex, return `lastMessagePreview: null` for now and add it in a follow-up.
**createConversation:**
- Insert into `chatConversations` with `companyId`, optional `title`, optional `agentId`
- Return the inserted row
**getConversation:**
- Select where `id` matches and `deletedAt IS NULL`
- Throw `notFound("Conversation not found")` if no row
**updateConversation:**
- Build a partial update object from provided fields
- For `pinnedAt` and `archivedAt`: if value is a string, convert to `new Date(value)`. If value is `null`, set column to `null`.
- Also set `updatedAt: new Date()` on every update
- Use `RETURNING *` to get the updated row
**softDeleteConversation:**
- `UPDATE chat_conversations SET deleted_at = now(), updated_at = now() WHERE id = $id AND deleted_at IS NULL`
- Return the updated row or throw notFound
**listMessages:**
- `limit` defaults to 50, max 200
- Filter: `conversationId` matches
- Cursor: if `opts.cursor` provided, add `lt(chatMessages.createdAt, new Date(opts.cursor))`
- Order: `desc(chatMessages.createdAt)` (most recent first)
- Same pagination pattern as conversations
**addMessage:**
- Insert into `chatMessages` with `conversationId`, `role`, `content`, optional `agentId`
- CRITICAL (Pitfall 3 from RESEARCH.md): After inserting the message, also UPDATE the conversation's `updatedAt` to `now()`:
```typescript
await db.update(chatConversations)
.set({ updatedAt: new Date() })
.where(eq(chatConversations.id, conversationId));
```
- CRITICAL (Pitfall 5 from RESEARCH.md): Auto-title generation -- if this is the first message (role === "user") and the conversation has no title:
```typescript
await db.update(chatConversations)
.set({ title: data.content.slice(0, 60), updatedAt: new Date() })
.where(and(eq(chatConversations.id, conversationId), isNull(chatConversations.title)));
```
Use `WHERE title IS NULL` to make it idempotent.
- Return the inserted message row
Run tests after implementation:
```bash
pnpm vitest run server/src/__tests__/chat-service.test.ts
```
</action>
<verify>
<automated>cd /opt/nexus && pnpm vitest run server/src/__tests__/chat-service.test.ts 2>&1 | tail -5</automated>
</verify>
<acceptance_criteria>
- server/src/services/chat.ts contains `export function chatService(db: Db)`
- Contains methods: listConversations, createConversation, getConversation, updateConversation, softDeleteConversation, listMessages, addMessage
- addMessage updates `chatConversations.updatedAt` after inserting message (Pitfall 3)
- addMessage auto-sets title when `title IS NULL` using `data.content.slice(0, 60)` (Pitfall 5)
- listConversations filters `isNull(chatConversations.deletedAt)`
- listConversations uses `desc(chatConversations.updatedAt)` ordering
- Pagination uses `limit + 1` pattern with `hasMore` boolean
- chat-service tests pass via vitest
</acceptance_criteria>
<done>Chat service exports a factory function with 7 CRUD methods covering conversation lifecycle (create, list, get, update, soft-delete) and message operations (list, add), including auto-title generation and updatedAt bumping. Tests pass.</done>
</task>
<task type="auto" tdd="true">
<name>Task 2: Create chat routes and mount in app.ts</name>
<files>server/src/routes/chat.ts, server/src/app.ts, server/src/__tests__/chat-routes.test.ts</files>
<behavior>
- POST /companies/:companyId/conversations creates a conversation and returns 201
- GET /companies/:companyId/conversations returns paginated list
- GET /conversations/:id returns conversation, 404 for missing
- PATCH /conversations/:id updates fields
- DELETE /conversations/:id soft-deletes and returns 204
- POST /conversations/:id/messages creates message and returns 201
- GET /conversations/:id/messages returns paginated messages
</behavior>
<read_first>
- server/src/routes/activity.ts (reference route factory pattern: function activityRoutes(db: Db): Router)
- server/src/routes/authz.ts (assertBoard, assertCompanyAccess imports)
- server/src/app.ts (existing route mounting pattern: api.use(fooRoutes(db)))
- server/src/middleware/validate.ts (if exists -- validation middleware pattern)
- server/src/__tests__/chat-routes.test.ts (test stub from Plan 00 -- fill in test implementations)
</read_first>
<action>
First, update `server/src/__tests__/chat-routes.test.ts` to replace `.todo` stubs with real test implementations using the supertest + vi.mock pattern from activity-routes.test.ts. Mock chatService, create an express app with mock actor middleware, and verify:
- POST /companies/:companyId/conversations returns 201 with created conversation
- GET /companies/:companyId/conversations returns 200 with list
- GET /conversations/:id returns 200
- DELETE /conversations/:id returns 204
- POST /conversations/:id/messages returns 201
Then create `server/src/routes/chat.ts`:
```typescript
import { Router } from "express";
import type { Db } from "@paperclipai/db";
import { assertBoard, assertCompanyAccess } from "./authz.js";
import { chatService } from "../services/chat.js";
import { createConversationSchema, updateConversationSchema, createMessageSchema } from "@paperclipai/shared";
export function chatRoutes(db: Db): Router {
const router = Router();
const svc = chatService(db);
// GET /api/companies/:companyId/conversations
router.get("/companies/:companyId/conversations", async (req, res) => {
assertBoard(req);
assertCompanyAccess(req, req.params.companyId!);
const { cursor, limit, includeArchived } = req.query;
const result = await svc.listConversations(req.params.companyId!, {
cursor: cursor as string | undefined,
limit: limit ? Number(limit) : undefined,
includeArchived: includeArchived === "true",
});
res.json(result);
});
// POST /api/companies/:companyId/conversations
router.post("/companies/:companyId/conversations", async (req, res) => {
assertBoard(req);
assertCompanyAccess(req, req.params.companyId!);
const data = createConversationSchema.parse(req.body);
const conversation = await svc.createConversation(req.params.companyId!, data);
res.status(201).json(conversation);
});
// GET /api/conversations/:id
router.get("/conversations/:id", async (req, res) => {
assertBoard(req);
const conversation = await svc.getConversation(req.params.id!);
res.json(conversation);
});
// PATCH /api/conversations/:id
router.patch("/conversations/:id", async (req, res) => {
assertBoard(req);
const data = updateConversationSchema.parse(req.body);
const conversation = await svc.updateConversation(req.params.id!, data);
res.json(conversation);
});
// DELETE /api/conversations/:id
router.delete("/conversations/:id", async (req, res) => {
assertBoard(req);
await svc.softDeleteConversation(req.params.id!);
res.status(204).end();
});
// GET /api/conversations/:id/messages
router.get("/conversations/:id/messages", async (req, res) => {
assertBoard(req);
const { cursor, limit } = req.query;
const result = await svc.listMessages(req.params.id!, {
cursor: cursor as string | undefined,
limit: limit ? Number(limit) : undefined,
});
res.json(result);
});
// POST /api/conversations/:id/messages
router.post("/conversations/:id/messages", async (req, res) => {
assertBoard(req);
const data = createMessageSchema.parse(req.body);
const message = await svc.addMessage(req.params.id!, data);
res.status(201).json(message);
});
return router;
}
```
NOTE: Check if existing routes wrap async handlers with a try/catch or rely on Express 5's built-in async error handling. Express 5.1.0 natively handles rejected promises in async route handlers, so no manual try/catch wrapper is needed unless the existing pattern uses one.
Mount in `server/src/app.ts`:
1. Add import at the top with the other route imports: `import { chatRoutes } from "./routes/chat.js";`
2. Add `api.use(chatRoutes(db));` in the route mounting section, after the `activityRoutes` line (around line 158).
Run tests after implementation:
```bash
pnpm vitest run server/src/__tests__/chat-routes.test.ts
```
</action>
<verify>
<automated>cd /opt/nexus && pnpm vitest run server/src/__tests__/chat-routes.test.ts 2>&1 | tail -5</automated>
</verify>
<acceptance_criteria>
- server/src/routes/chat.ts contains `export function chatRoutes(db: Db): Router`
- server/src/routes/chat.ts contains all 7 route handlers
- server/src/routes/chat.ts calls `assertBoard(req)` on every route
- server/src/routes/chat.ts calls `assertCompanyAccess(req, req.params.companyId!)` on company-scoped routes
- server/src/app.ts contains `import { chatRoutes } from "./routes/chat.js"`
- server/src/app.ts contains `chatRoutes(db)`
- chat-routes tests pass via vitest
</acceptance_criteria>
<done>Chat API routes are mounted on the Express app with 7 endpoints covering conversation CRUD and message CRUD, all gated by assertBoard auth. Tests pass.</done>
</task>
</tasks>
<verification>
- `cd /opt/nexus && pnpm --filter @paperclipai/server exec -- tsc --noEmit` passes
- `pnpm vitest run server/src/__tests__/chat-service.test.ts` passes
- `pnpm vitest run server/src/__tests__/chat-routes.test.ts` passes
- Routes follow the factory pattern used by all other route files
- Service correctly handles all pitfalls from RESEARCH.md (updatedAt bump, auto-title, soft delete)
</verification>
<success_criteria>
- Chat service has 7 methods covering full conversation + message CRUD
- Chat routes mounted in app.ts with proper auth
- Pagination uses cursor-based approach with hasMore
- Auto-title and updatedAt bump implemented per RESEARCH.md pitfalls
- Both server test files pass
</success_criteria>
<output>
After completion, create `.planning/phases/21-chat-foundation/21-03-SUMMARY.md`
</output>