20 KiB
| phase | verified | status | score | gaps | human_verification | |||||||||||||||||||||||||||||||||||||||||||||
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| 24-search-history-branching | 2026-04-01T00:00:00Z | gaps_found | 3/4 success criteria verified |
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Phase 24: Search, History & Branching — Verification Report
Phase Goal: Users can find any message across all conversations in under 500ms, export conversations, bookmark key messages, and branch from any point in a conversation Verified: 2026-04-01 Status: gaps_found — 1 gap blocking complete goal achievement Re-verification: No — initial verification
Goal Achievement
Success Criteria (from ROADMAP.md)
| # | Criterion | Status | Evidence |
|---|---|---|---|
| 1 | Cmd+K opens search overlay; results returned in <500ms across 10,000+ messages | ? HUMAN NEEDED | FTS pipeline fully wired (tsvector GIN index → plainto_tsquery → ts_rank → ChatSearchDialog → CommandPalette custom event); runtime perf requires human test |
| 2 | User can bookmark any message and navigate to bookmarked messages | ✓ VERIFIED | ChatMessageBookmark renders on every message via ChatMessageActions; useToggleBookmark mutation calls POST /bookmarks; ChatBookmarkList with onNavigate wired into ChatPanel |
| 3 | Editing a message with a response creates a branch; user can switch branches | ✓ VERIFIED | handleEdit checks editedIdx < messages.length - 1 then calls chatApi.branchConversation; ChatBranchSelector rendered when branches.length > 0; ChatConversationList shows GitBranch icon + pl-4 indent |
| 4 | User can export as Markdown or JSON | ✗ FAILED | Server route and service support both formats; chatApi.exportConversation accepts format param; ChatPanel only exposes markdown button — JSON export has no UI trigger |
Score: 3/4 success criteria verified (criterion 1 needs human runtime check; criterion 4 has a confirmed code gap)
Required Artifacts
Plan 00 — DB Migrations, Schema, Shared Types
| Artifact | Expected | Status | Details |
|---|---|---|---|
packages/db/src/migrations/0050_add_branch_columns.sql |
Branch columns migration | ✓ VERIFIED | Contains parent_conversation_id FK + branch_from_message_id + index |
packages/db/src/migrations/0051_add_message_search_vector.sql |
tsvector + GIN index migration | ✓ VERIFIED | content_search generated column + GIN index present |
packages/db/src/migrations/0052_create_chat_message_bookmarks.sql |
Bookmarks table migration | ✓ VERIFIED | Table + two compound indexes for company+message and company+conversation |
packages/db/src/schema/chat_message_bookmarks.ts |
Drizzle schema for bookmarks | ✓ VERIFIED | chatMessageBookmarks exported; compound indexes defined |
packages/db/src/schema/chat_conversations.ts |
Branch columns added | ✓ VERIFIED | parentConversationId with AnyPgColumn for self-referential FK; branchFromMessageId; parentIdx |
packages/db/src/schema/index.ts |
Re-exports chatMessageBookmarks | ✓ WIRED | Line 61: export { chatMessageBookmarks } from "./chat_message_bookmarks.js" |
packages/shared/src/types/chat.ts |
Search, bookmark, branch types | ✓ VERIFIED | ChatMessageSearchResult, ChatBookmark, ChatBookmarkWithMessage, ChatBookmarkToggleResponse; parentConversationId on ChatConversation |
packages/shared/src/validators/chat.ts |
searchMessagesSchema, branchConversationSchema | ✓ VERIFIED | Both validators present with correct shapes |
packages/shared/src/index.ts |
Re-exports new types and validators | ✓ WIRED | Lines 565–566, 581: all new symbols exported |
server/src/__tests__/chat-service.test.ts |
Wave 0 test stubs | ✓ VERIFIED | 4 describe blocks with it.todo entries (searchMessages, toggleBookmark, branchConversation, exportConversation) |
Plan 01 — Server Service Methods and Routes
| Artifact | Expected | Status | Details |
|---|---|---|---|
server/src/services/chat.ts |
Six service methods | ✓ VERIFIED | searchMessages (tsvector FTS), toggleBookmark (transactional), getBookmarks (join), branchConversation (message copy), listBranches, exportConversation (agent LEFT JOIN) |
server/src/routes/chat.ts |
Six route handlers | ✓ VERIFIED | GET /messages/search, POST /bookmarks, GET /bookmarks, POST /branch, GET /branches, GET /export — all with assertBoard guard |
Plan 02 — UI API Client, Hooks, Components
| Artifact | Expected | Status | Details |
|---|---|---|---|
ui/src/api/chat.ts |
Six new chatApi methods | ✓ VERIFIED | searchMessages, toggleBookmark, getBookmarks, branchConversation, listBranches, exportConversation (returns URL string) |
ui/src/hooks/useChatSearch.ts |
Debounced FTS query hook | ✓ VERIFIED | placeholderData, staleTime: 30_000, enabled when query >= 2 chars |
ui/src/hooks/useChatBookmarks.ts |
Bookmark query + mutation hooks | ✓ VERIFIED | useChatBookmarks + useToggleBookmark; invalidates both ["chat","bookmarks"] and ["chat","search"] |
ui/src/components/ChatSearchDialog.tsx |
CommandDialog FTS overlay | ✓ VERIFIED | Uses CommandDialog, shouldFilter={false}, useChatSearch, HighlightedText (XSS-safe) |
ui/src/components/ChatMessageBookmark.tsx |
Bookmark toggle button | ✓ VERIFIED | fill-current on isBookmarked; aria-label toggles; ghost h-6 w-6 sizing |
ui/src/components/ChatBookmarkList.tsx |
Scrollable bookmark list | ✓ VERIFIED | useChatBookmarks; skeleton loading; empty state; onNavigate callback |
ui/src/components/ChatBranchSelector.tsx |
Horizontal branch picker | ✓ VERIFIED | GitBranch icon; bg-accent for active; renders null when no branches |
Plan 03 — Integration Wiring
| Artifact | Expected | Status | Details |
|---|---|---|---|
ui/src/context/ChatPanelContext.tsx |
scrollToMessageId state | ✓ VERIFIED | State + setter in interface, provider value, and useState |
ui/src/components/ChatPanel.tsx |
Full feature integration | ✓ VERIFIED | ChatSearchDialog, ChatBranchSelector, export (markdown only — see gap), bookmarks panel, branch-on-edit, useToggleBookmark, bookmarkedMessageIds Set |
ui/src/components/ChatMessageList.tsx |
Scroll-to-message support | ✓ VERIFIED | useEffect on scrollToMessageId; virtualizer.scrollToIndex(index, {align:"center"}); resets to null after scroll |
ui/src/components/ChatMessageActions.tsx |
Bookmark button on messages | ✓ VERIFIED | ChatMessageBookmark rendered as last action; onBookmark + isBookmarked props |
ui/src/components/ChatMessage.tsx |
Bookmark prop threading | ✓ VERIFIED | onBookmark={id && onBookmark ? () => onBookmark(id) : undefined} — real messageId passed |
ui/src/components/CommandPalette.tsx |
"Search chat messages" command item | ✓ VERIFIED | value="search-chat"; dispatches nexus:open-chat-search custom event |
ui/src/components/ChatConversationList.tsx |
Branch indicators | ✓ VERIFIED | GitBranch icon + pl-4 indent when parentConversationId is non-null |
Key Link Verification
| From | To | Via | Status | Details |
|---|---|---|---|---|
packages/db/src/schema/chat_message_bookmarks.ts |
packages/db/src/schema/index.ts |
re-export | ✓ WIRED | Line 61 of schema/index.ts |
packages/shared/src/types/chat.ts |
packages/shared/src/index.ts |
re-export | ✓ WIRED | Lines 565–581 |
server/src/routes/chat.ts |
server/src/services/chat.ts |
svc.searchMessages, svc.toggleBookmark, svc.branchConversation, svc.exportConversation | ✓ WIRED | All four service calls confirmed in route handlers |
server/src/services/chat.ts |
packages/db/src/schema/chat_message_bookmarks.ts |
import chatMessageBookmarks | ✓ WIRED | Line 3 of services/chat.ts |
ui/src/hooks/useChatSearch.ts |
ui/src/api/chat.ts |
chatApi.searchMessages | ✓ WIRED | Line 7 of useChatSearch.ts |
ui/src/components/ChatSearchDialog.tsx |
ui/src/hooks/useChatSearch.ts |
useChatSearch | ✓ WIRED | Line 3 import + line 78 usage |
ui/src/components/ChatMessageBookmark.tsx |
ui/src/hooks/useChatBookmarks.ts |
useToggleBookmark | ✓ WIRED | Indirectly — onToggle is wired at ChatPanel → handleBookmark → toggleBookmark; ChatMessageBookmark itself only needs onToggle callback |
ui/src/components/CommandPalette.tsx |
ui/src/components/ChatSearchDialog.tsx |
nexus:open-chat-search custom event | ✓ WIRED | CommandPalette dispatches; ChatPanel listens and sets searchOpen(true) |
ui/src/context/ChatPanelContext.tsx |
ui/src/components/ChatMessageList.tsx |
scrollToMessageId | ✓ WIRED | useChatPanel() in ChatMessageList; useEffect scrolls virtualizer |
ui/src/components/ChatPanel.tsx |
ui/src/components/ChatBranchSelector.tsx |
branches data from useQuery | ✓ WIRED | listBranches query feeds ChatBranchSelector; onSelectBranch calls setActiveConversationId |
ui/src/components/ChatMessage.tsx |
ui/src/components/ChatMessageBookmark.tsx (via ChatMessageActions) |
onBookmark prop chain | ✓ WIRED | ChatPanel → handleBookmark → ChatMessageList → ChatMessage → ChatMessageActions → ChatMessageBookmark.onToggle |
ui/src/components/ChatPanel.tsx |
JSON export | handleExport("json") | ✗ NOT_WIRED | handleExport callback accepts "json" but no UI element calls it; only markdown button rendered |
Data-Flow Trace (Level 4)
| Artifact | Data Variable | Source | Produces Real Data | Status |
|---|---|---|---|---|
server/src/services/chat.ts :: searchMessages |
rows | Drizzle query with tsvector @@ plainto_tsquery, ts_rank ORDER BY, LIMIT | Yes — real DB join + FTS WHERE clause | ✓ FLOWING |
server/src/services/chat.ts :: toggleBookmark |
existing | SELECT then INSERT or DELETE in transaction | Yes — real DB read-modify-write | ✓ FLOWING |
server/src/services/chat.ts :: branchConversation |
messagesToCopy | SELECT lte(createdAt) + INSERT returning | Yes — real DB copy + returns new conversation | ✓ FLOWING |
server/src/services/chat.ts :: exportConversation |
rows | SELECT + LEFT JOIN agents | Yes — all messages + agent names from DB | ✓ FLOWING |
ui/src/hooks/useChatSearch.ts |
data | chatApi.searchMessages → GET /companies/:id/messages/search | Yes — enabled when query >= 2 chars, real endpoint | ✓ FLOWING |
ui/src/hooks/useChatBookmarks.ts |
data | chatApi.getBookmarks → GET /companies/:id/bookmarks | Yes — real endpoint | ✓ FLOWING |
ui/src/components/ChatPanel.tsx :: bookmarkedMessageIds |
Set | useChatBookmarks(companyId, activeConversationId).data | Yes — rebuilt per-conversation from server data | ✓ FLOWING |
ui/src/components/ChatPanel.tsx :: branches |
ChatConversation[] | useQuery → chatApi.listBranches → GET /conversations/:id/branches | Yes — real endpoint | ✓ FLOWING |
ui/src/components/ChatPanel.tsx :: JSON export |
— | handleExport("json") | N/A — UI trigger missing | ✗ DISCONNECTED (no UI entry point) |
Behavioral Spot-Checks
| Behavior | Method | Result | Status |
|---|---|---|---|
| All 8 Phase 24 commits exist in git | git log for 8 commit hashes | All 8 found (430bbbb8 through 2b526e78) | ✓ PASS |
| Migration journal has 0050/0051/0052 entries | grep in _journal.json | All three tags present | ✓ PASS |
| Shared package exports key symbols | node -e require check | ChatMessageSearchResult, ChatBookmark, searchMessagesSchema, branchConversationSchema — all FOUND | ✓ PASS |
| searchMessages has real FTS WHERE clause | grep in service | "content_search" @@ plainto_tsquery with ts_rank ORDER BY found |
✓ PASS |
| export route sets Content-Disposition header | grep in routes | Line 273: res.setHeader("Content-Disposition", ...) confirmed | ✓ PASS |
| JSON export has UI trigger in ChatPanel | grep for handleExport("json") | Only markdown button at line 261; no JSON trigger | ✗ FAIL |
Requirements Coverage
| Requirement | Source Plan(s) | Description | Status | Evidence |
|---|---|---|---|---|
| CHAT-07 | 00, 01, 02, 03 | Full-text search across all conversations | ✓ SATISFIED | tsvector GIN index, plainto_tsquery service, ChatSearchDialog, Cmd+K integration all wired |
| CHAT-13 | 00, 01, 02, 03 | Message bookmarks: mark important messages | ✓ SATISFIED | ChatMessageBookmark on every message, toggleBookmark service+route, ChatBookmarkList navigation |
| CHAT-14 | 01, 03 | Conversation branching on edit | ✓ SATISFIED | branchConversation service, POST /branch route, handleEdit branch-on-edit logic, ChatBranchSelector |
| HIST-04 | 00, 01, 02, 03 | Conversation export as Markdown or JSON | ✗ BLOCKED | Server and API client support both formats; ChatPanel only exposes Markdown button — JSON has no UI trigger |
| PERF-04 | 01 | FTS returns results <500ms across 10,000+ messages | ? NEEDS HUMAN | GIN index in place; ts_rank ordering correct; runtime perf requires load test or browser timing |
Phantom Requirement IDs in Plan Frontmatter
The following requirement IDs appear in plan frontmatter (24-00-PLAN.md through 24-03-PLAN.md) but do not exist in REQUIREMENTS.md:
HIST-07,HIST-08,HIST-09,HIST-10,HIST-11,HIST-12
REQUIREMENTS.md defines only HIST-01 through HIST-06. These IDs were invented in the plan documents but have no corresponding requirement definitions. The authoritative requirement set for Phase 24 per ROADMAP.md is: CHAT-07, CHAT-13, CHAT-14, HIST-04, PERF-04 — all of which are accounted for above.
Anti-Patterns Found
| File | Line | Pattern | Severity | Impact |
|---|---|---|---|---|
ui/src/components/ChatMessageActions.tsx |
37, 71 | messageId="" and conversationId="" passed to ChatMessageBookmark |
ℹ️ Info | Not a functional stub — ChatMessageBookmark does not use these props in its body (destructures only isBookmarked and onToggle); real messageId flows via onToggle callback. Props are dead interface noise, not a bug. |
ui/src/components/ChatMessageList.tsx |
(comment) | // TODO: if message not found, best-effort only |
ℹ️ Info | Intentional — plan specified this as acceptable for scroll-to on unpaginated messages. Does not block any success criterion. |
No blocking stubs found. All core implementations contain real DB queries, real HTTP calls, and real state management.
Human Verification Required
1. Full-text search round-trip with scroll-to-message
Test: Press Cmd+K in the Nexus UI. Select "Search chat messages". Type a search term that exists in a past conversation message. Verify results appear with conversation title and message snippet. Click a result. Expected: ChatSearchDialog closes; the chat panel switches to the target conversation; the virtualizer scrolls to the target message (centered in view) within ~500ms total. Why human: Keyboard shortcut dispatch, dialog rendering, virtualizer scroll, and sub-500ms timing cannot be verified without a running browser session.
2. Bookmark persistence across page reload
Test: Open a conversation. Hover a message. Click the bookmark icon (should fill solid). Reload the page. Return to the same conversation and hover the same message. Expected: The bookmark icon is still filled, confirming the DB write via POST /conversations/:id/bookmarks persisted and the GET /companies/:id/bookmarks query on reload returns it. Why human: Requires live server, DB write, and page reload cycle.
3. Branch-on-edit creates visible branch in sidebar
Test: In a conversation with at least two messages (one user, one assistant reply), click edit on the user message, change the text, and submit. Expected: A new branch conversation appears in the sidebar with a GitBranch icon and pl-4 indent under the original. The branch selector bar appears above the message list. Clicking "Original" in the branch selector switches back to the original conversation. Why human: Requires an active agent session, streaming, and visual sidebar inspection.
4. Markdown export produces correct agent names (not UUIDs)
Test: In a conversation that involved a named agent, click the Download icon in the chat header. Open the downloaded .md file.
Expected: The file is named <title-slug>-<date>.md; assistant messages show the agent's name (e.g. "Brainstormer") not a UUID; user messages show "You"; format matches **Speaker** (timestamp)\ncontent\n\n---.
Why human: Requires browser file download and manual inspection of content.
Gaps Summary
1 gap blocks full goal achievement:
JSON export has no UI trigger (Success Criterion 4, HIST-04)
The complete JSON export pipeline exists — the server service (exportConversation), the Express route (GET /conversations/:id/export?format=json), and the API client method (chatApi.exportConversation(id, "json")) all work correctly. The handleExport callback in ChatPanel also accepts "json" as a format. However, ChatPanel.tsx only renders one export button (line 261) that hardcodes handleExport("markdown"). No UI element triggers handleExport("json").
Fix required: Add a second export button (or a dropdown with two options) in the ChatPanel header that calls handleExport("json"). The server, service, route, API client, and handler are all already correct — only the UI trigger is missing.
Verified: 2026-04-01 Verifier: Claude (gsd-verifier)