nexus/.planning/milestones/v1.3-phases/24-search-history-branching/24-01-SUMMARY.md

phase	plan	subsystem	tags	requires	provides	affects	tech-stack	key-files	key-decisions	patterns-established	requirements-completed	duration	completed
24-search-history-branching	01	api	postgres drizzle-orm tsvector fts express bookmarks branching export	phase provides 24-00 DB schema for chat_message_bookmarks, parentConversationId/branchFromMessageId in chatConversations, content_search tsvector column, searchMessagesSchema/branchConversationSchema validators, ChatMessageSearchResult/ChatBookmark types	searchMessages: tsvector FTS with ts_rank ranking, company-scoped via conversation join toggleBookmark: transactional insert-or-delete bookmark getBookmarks: paginated bookmarks with message and conversation join branchConversation: copies messages up to branch point into new child conversation listBranches: queries child conversations by parentConversationId exportConversation: Markdown and JSON export with agent name resolution Six Express route handlers: search, bookmark toggle, bookmark list, branch create, branch list, export download	24-02 (UI hooks and API client wiring) 24-03 (UI components for search/bookmark/branch)	added patterns chatService(db) factory extended with new methods — same pattern as existing listConversations, addMessage tsvector FTS via raw sql`` template — content_search column is Postgres-generated stored, not in Drizzle schema Export route sets Content-Disposition + Content-Type headers, uses res.send(content) Transaction for bookmark toggle ensures atomicity of read-then-write	created modified server/src/services/chat.ts server/src/routes/chat.ts	Used this.getConversation() reference in exportConversation to reuse existing notFound guard — avoids duplicate query logic searchMessages returns early with empty items when query is blank after trim — avoids FTS error on empty tsquery	Pattern: LEFT JOIN agents ON chatMessages.agentId = agents.id for agent name resolution in export Pattern: branchConversation uses lte(createdAt) to include branch point message in copy	CHAT-07 CHAT-13 CHAT-14 HIST-04 HIST-09 HIST-10 HIST-11 PERF-04	12min	2026-04-01

Phase 24 Plan 01: Search, Bookmarks, Branching, and Export Service + Routes Summary

Six service methods and six route handlers for full-text search (tsvector/ts_rank), bookmark toggle/list, conversation branching with message copy, and Markdown/JSON export with agent name resolution

Performance

• Duration: 12 min
• Started: 2026-04-01T22:30:00Z
• Completed: 2026-04-01T22:42:00Z
• Tasks: 2
• Files modified: 2

Accomplishments

• searchMessages uses tsvector FTS with plainto_tsquery and ts_rank ordering, company-scoped via inner join to chatConversations
• toggleBookmark runs in a transaction: checks for existing bookmark then either deletes (returns bookmarked: false) or inserts (returns bookmarked: true)
• getBookmarks joins bookmarks with messages and conversations, returning full ChatBookmarkWithMessage shape
• branchConversation copies all messages up to and including the branch point into a new child conversation with parentConversationId and branchFromMessageId set
• listBranches queries chatConversations by parentConversationId with deletedAt IS NULL guard
• exportConversation LEFT JOINs agents for name resolution; user messages use "You" as speaker; Markdown and JSON formats with sanitized filename slug
• All six route handlers use assertBoard guard; search validates with ZodError 400 response; export sets Content-Disposition and Content-Type headers

Task Commits

1. Task 1: Service methods - 5170fc3e (feat)
2. Task 2: Express routes - 9f9c9e32 (feat)

Files Created/Modified

• server/src/services/chat.ts - Added 6 service methods: searchMessages, toggleBookmark, getBookmarks, branchConversation, listBranches, exportConversation
• server/src/routes/chat.ts - Added 6 route handlers: message search, bookmark toggle, bookmark list, branch create, branch list, export download

Decisions Made

• Used this.getConversation() inside exportConversation to reuse the existing notFound guard without duplicating query logic
• searchMessages returns early with { items: [] } when query.trim() is empty to avoid PostgreSQL error on an empty tsquery
• branchConversation uses lte(chatMessages.createdAt, branchMsg.createdAt) so the branch point message itself is included in the copy

Deviations from Plan

None - plan executed exactly as written.

Issues Encountered

Pre-existing TypeScript errors in server/src/services/plugin-host-services.ts and plugin-related files caused the full tsc build to report failures, but these are unrelated to this plan's scope. Verified with targeted tsc --noEmit | grep chat — no errors in chat files.

User Setup Required

None - no external service configuration required.

Next Phase Readiness

• All six service methods and route handlers are implemented and TypeScript-clean
• API client and React Query hooks (Plan 24-02) can wire against these endpoints
• UI components (Plan 24-03) can consume the hooks built in 24-02

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Phase: 24-search-history-branching Completed: 2026-04-01