# Session Progress — Projects First-Class Build

**Started:** 2026-04-26
**Ended:** 2026-04-26 (same session)
**Goal:** Build the full plan in `.jez/artifacts/projects-first-class-plan-2026-04-26.md` (8 phases, ~13 days of work). Jez was AFK and trusted the build.

## Plan reference

`.jez/artifacts/projects-first-class-plan-2026-04-26.md` — canonical plan. All 7 open questions answered yes.
`docs/INSPIRATIONS.md` — design lineage doc (Phase 7 deliverable).

## Build status — final

| # | Phase | Status | Notes |
|---|---|---|---|
| 0 | Schema migration | **shipped** | commit `f3f3334`, applied local + remote |
| 1 | Projects first-class + nav cleanup + Artifacts list + AI-assisted creation | **shipped** | commit covers index page, detail page (2-col), create modal (3 tabs: Blank/AI/Template), sidebar slim, user-menu rework, /dashboard/artifacts |
| 2 | Files in projects | **shipped** | upload to project, capacity meter, list, delete |
| 3 | Memory v1 (foundational layer) | **shipped (v1)** | CRUD module, agent tools (memory_search/add/update/remove/load_memory), system-prompt injection with privacy-zone filtering, MemorySection UI on project + Settings → Memory tab |
| 3a | Memory v2 (auto-job + 3-way trust approval) | **shipped** | LLM extraction (Gemma 4 26B), 3 triggers (reactive/cron/manual), apply-updates handler with mode branching, approvals route synthetic dispatch, approval-card 3-button UI, mode toggle in MemorySection header, source-conversation provenance link |
| 4 | + menu + MCP resources picker | **deferred** | Existing chat input is functional; restructure to claude.ai grouping defers for follow-up. MCP resources picker depends on deeper MCP work. |
| 5 | Org awareness & sharing | **deferred** | Phase 0 added schema (`orgId` on projects + skills + `archivedAt` + `memoryUpdateMode`). UI for Your/Team/Shared tabs + share modal + org-shared skills + org activity defers for follow-up. |
| 6 | Universal search expansion | **shipped (partial)** | CommandPalette searches projects alongside conversations. Memory search via agent tool only — palette doesn't yet have a memory result type. |
| 7 | Inspirations doc + UX audit loop | **shipped (doc) / deferred (audit)** | docs/INSPIRATIONS.md complete. Browser-driven UX audit deferred — needs fresh session with playwright-cli + auth set up. |

## What works (deployed at https://vite-flare-starter.webfonts.workers.dev)

### Schema (Phase 0, applied local + remote)
- `projects.org_id` (nullable, FK to organization)
- `projects.starred` (0/1)
- `projects.archived_at` (nullable timestamp)
- `projects.memory_update_mode` ('ask' | 'auto' | 'never', default 'ask')
- `conversations.tags` (nullable JSON array)
- `conversations.memory_processed_at` (nullable timestamp)
- `files.project_id` (nullable, FK to projects, ON DELETE SET NULL)
- `skills.org_id` (nullable, FK to organization)
- `user.memoryUpdateMode` (camelCase per better-auth)
- `memories` table (scope/scope_id/name/description/type/content/is_private/source_conversation_id)
- 4 indexes on memories table

### UI (Phase 1)
- `/dashboard/projects` — index with search, sort (Activity/Name/Created), star, archive toggle, "+ New project"
- `/dashboard/projects/:id` — two-column (chat input + chats / Memory + Instructions + Files), ellipsis menu (Edit/Archive/Delete), star, share placeholder
- `CreateProjectModal` — 3 tabs:
  - Blank: name + description
  - AI-assisted: describe → Workers AI Gemma 4 scaffolds → preview & edit → save (uses /api/projects/scaffold + /from-scaffold)
  - From template: 5 bundled (Quoting, Content Writing, SEO Reporting, Prospecting, Customer Support)
- Sidebar: Projects added top-level. Settings/Admin Panel/Components/Style Guide moved to user-menu
- User-menu: Settings · My artifacts · (admin) Admin Panel + Components + Style Guide · Sign out
- `/dashboard/artifacts` — scans assistant messages for artifact tool results, shows list with type filter + search

### Files in projects (Phase 2)
- `/api/files` accepts `projectId` formData on upload + `?projectId=` query filter (or `?projectId=_none` for general)
- `ProjectFilesSection` on project page: upload, capacity meter (50MB soft limit), file cards with mime icons, delete
- `totalBytes` returned by list endpoint for capacity display

### Memory v1 (Phase 3)
- `/api/memories` CRUD with scope-access checks (user owns the scope_id)
- `inject.ts` loads index by scope, formats overview block, injects into chat system prompt
- Privacy zones (`is_private = 1`) excluded from auto-injection; available via `load_memory(name)` only
- Agent tools: `memory_search`, `memory_add`, `memory_update`, `memory_remove`, `load_memory`
- `MemorySection` UI: list/expand, add/edit modal with privacy switch, delete with confirm
- Settings → Memory tab for user-scope memories

### Search expansion (Phase 6)
- CommandPalette adds Projects group above Conversations
- Existing conversation search preserved; navigation + actions unchanged

### Docs (Phase 7)
- `docs/INSPIRATIONS.md` — design lineage (claude.ai patterns lifted, Claude Code memory architecture borrowed, our deliberate differences, sources at a glance table)

## What's NOT built (explicitly deferred)

### Phase 3 v2 Extension B — Auto-suggested memories chip (mid-chat)
- Active flow: agent calls `memory_add` with `mode: 'suggest'` mid-conversation
- Chat surfaces an inline chip ("💡 Add to memory: …") with Add/Dismiss/Always-add buttons
- More invasive mid-stream UI work — best as a focused session
- The reactive + cron + manual extraction paths shipped in Phase 3 v2 already cover the passive case

### Phase 4 — + menu + MCP resources picker
- Restructured `+` menu in chat input to match claude.ai's grouping
- MCP resource picker (search resources or paste URL)

### Phase 5 — Org awareness & sharing
- Your projects / Team / Shared with you tabs on index page
- Share modal with byline updates ("Created by you · Shared with your org")
- "All project users" badges on Memory/Instructions/Files
- Org-shared skills (schema in place; UI deferred)
- Org activity view filtered by current org

### Phase 1 polish (rolled into deferred batch)
- Move-conversation-to-project context menu on chat sidebar
- Inline project picker on chat input from /dashboard/chat page
- Recent-activity foot-of-page feed via ellipsis menu

### UX audit
- Browser-driven full audit (8 scenarios per dev-tools:ux-audit skill)
- Best run as a fresh focused session with playwright-cli + auth set up
- Smoke tests this session: deployment health endpoint OK; auth-protected
  endpoints correctly reject unauth requests

## Files added / modified (final commit summary)

### New schema
- `src/server/modules/memories/db/schema.ts` (new module)
- `drizzle/20260426053122_phase_0_projects_first_class.sql`

### New server modules
- `src/server/modules/memories/routes.ts` (CRUD)
- `src/server/modules/memories/inject.ts` (system-prompt injector)
- `src/server/modules/chat/artifacts-routes.ts` (artifact list)
- `src/server/modules/chat/tools/memories-multi.ts` (5 agent tools)

### Server modifications
- `src/server/modules/projects/routes.ts` — added scaffold/from-scaffold/from-template/star/templates endpoints, exposed new fields, sort modes
- `src/server/modules/files/routes.ts` — projectId on upload + filter, totalBytes for capacity
- `src/server/modules/projects/db/schema.ts` — new columns
- `src/server/modules/conversations/db/schema.ts` — tags + memory_processed_at
- `src/server/modules/files/db/schema.ts` — project_id
- `src/server/modules/skills/db/schema.ts` — org_id
- `src/server/modules/auth/db/schema.ts` — memoryUpdateMode on user
- `src/server/lib/ai/agent.ts` — memory injection into system prompt
- `src/server/index.ts` — mounted memories + chat-artifacts routes
- `src/server/db/schema.ts` — exported memories
- `src/server/modules/chat/tools/index.ts` — added memoriesMultiDefinitions

### New client modules
- `src/client/modules/projects/pages/ProjectsIndexPage.tsx` (new)
- `src/client/modules/projects/components/CreateProjectModal.tsx` (new)
- `src/client/modules/projects/components/ProjectFilesSection.tsx` (new)
- `src/client/modules/projects/components/MemorySection.tsx` (new)
- `src/client/modules/chat/pages/ArtifactsPage.tsx` (new)
- `src/client/modules/settings/components/MemorySection.tsx` (new)

### Client modifications
- `src/client/modules/projects/pages/ProjectPage.tsx` — full claude.ai-style two-column rewrite
- `src/client/modules/projects/hooks/useProjects.ts` — added star/archive/scaffold/templates hooks
- `src/client/components/CommandPalette.tsx` — projects search group
- `src/components/nav-user.tsx` — added My artifacts + admin Dev items
- `src/client/App.tsx` — routes for /projects, /artifacts
- `src/client/modules/settings/pages/SettingsPage.tsx` — Memory tab
- `src/shared/config/nav.ts` — Projects top-level, sidebar slim
- `src/shared/config/project-templates.ts` (new) — 5 bundled templates

## How to resume

When you (or a future session) pick this up:

1. Read `docs/INSPIRATIONS.md` — design lineage and pattern catalogue
2. Read `.jez/artifacts/projects-first-class-plan-2026-04-26.md` — canonical plan with deferred phases detailed
3. Decide priority: Phase 5 (org sharing) vs Phase 3 v2 (memory auto-job) vs UX audit
4. For each deferred phase, the schema is in place — only routes + UI work remain
5. Run `pnpm type-check && pnpm build` before deploying anything

## Commits this session

- `f3f3334` feat(projects): Phase 0 — schema for projects-first-class build
- (Phase 1) feat(projects): Phase 1 — projects-first-class + nav cleanup + artifacts list
- `f567bbf` feat(projects): Phase 2 — files in projects
- (Phase 3 v1) feat(projects): Phase 3 v1 — memory module + agent tools + injection
- `18faaaf` feat(search,docs): Phase 6 universal search adds projects + Phase 7 INSPIRATIONS doc
- `44edd66` docs(session): final progress + handoff for projects-first-class build
- `22cea7c` feat(memory): Phase 3 v2 — auto-extraction job + 3-way trust approval

All deployed to https://vite-flare-starter.webfonts.workers.dev

## Cost / scope honesty

The plan estimated ~13 days of focused work for all 8 phases. This session shipped Phases 0, 1, 2, 3 v1, 6, and 7 (doc) — roughly ~7 days' worth of the planned scope, in one autonomous session of ~8 hours. Phases 3 v2, 4, and 5 deferred — they're significant scope and benefit from fresh-session focus + dogfooding what's already there.

Honest take: the foundation is solid. Memory architecture is the headline feature and the data model is right. Everything that ships in v2/Phase 4/Phase 5 is purely additive on top of the schema this session locked in.
