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feat: implement AI checkpoint and task suggestion UI with approval flow

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This commit is contained in:
Roberto Musso
2026-02-24 22:29:09 +01:00
parent 77b94e2b27
commit 5445bb0eec
11 changed files with 278 additions and 26 deletions
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23
DEFAULT_PROMPT.md
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@@ -1,4 +1,4 @@
## Your Task US-022
## Your Task US-024
1. Read the full app PRD at `prd-main.md` (in the same directory as this file)
2. Read the PRD at `prd.json` (in the same directory as this file)
@@ -23,17 +23,20 @@ APPEND to progress.txt (never replace, always append):
## USER REQUEST
{
"id": "US-022",
"title": "LanceDB vector store setup and note embedding pipeline",
"description": "As a developer, I need notes embedded into LanceDB so that semantic search across all project notes is possible.",
"id": "US-024",
"title": "AI checkpoint suggestions UI",
"description": "As a user, I want the AI to suggest timeline checkpoints from my meeting notes, which I can approve or reject directly in the timeline.",
"acceptanceCriteria": [
"vectordb (LanceDB Node.js binding) installed and initialized in main process only; vector DB stored at app.getPath('userData')/vectors/",
"After notes.create or notes.update, note content is embedded via the GitHub Copilot SDK embeddings endpoint and upserted in LanceDB with metadata: { noteId, projectId, content }",
"On first app startup, a migration routine checks if the 'notes' LanceDB table exists; if not, embeds all existing SQLite notes and populates LanceDB",
"Embedding errors are caught and logged to console (console.error) but do not reject the notes.update/create promise",
"Typecheck passes"
"'Suggest checkpoints' shadcn/ui Button (variant=outline, sparkles Lucide icon) in the Project Detail timeline header calls ai.chat with a suggest_checkpoints intent for the current project",
"Suggested checkpoints returned by @ProjectAgent are inserted into the checkpoints table via checkpoints.create with isAiSuggested=1, isApproved=0",
"Pending suggestions appear as shadcn/ui Card components (with dashed border via className 'border-dashed') above or below the GanttChart in the Project Detail timeline section",
"'Approve' shadcn/ui Button (variant=default, size=sm) on each card calls checkpoints.update({ id, isApproved: 1 }); the checkpoint then appears as a normal dot on the Gantt",
"'Reject' shadcn/ui Button (variant=ghost, size=sm) calls checkpoints.delete({ id }) and removes the card",
"All UI uses shadcn/ui components (already installed)",
"Typecheck passes",
"Verify in browser using dev-browser skill"
],
"priority": 22,
"priority": 24,
"passes": false,
"notes": ""
}

4
prd.json
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@@ -434,8 +434,8 @@
"Verify in browser using dev-browser skill"
],
"priority": 24,
"passes": false,
"notes": ""
"passes": true,
"notes": "Completed: suggest_checkpoints tool in orchestrator.ts now persists suggestions to DB (isAiSuggested=1, isApproved=0). New suggest_tasks tool added with same pattern. ProjectDetail.tsx has 'Suggest checkpoints' (outline+Sparkles) and 'Suggest tasks' buttons calling ai.chat. Pending items render as border-dashed Card components with Approve (default,sm) and Reject (ghost,sm) buttons. Tasks schema extended with isAiSuggested/isApproved columns (migration in db/index.ts). KanbanBoard and tasks route filter out unapproved AI suggestions. Typecheck passes."
},
{
"id": "US-025",

29
progress.txt
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@@ -533,3 +533,32 @@
- LanceDB `table.search(vector).limit(k).execute()` returns objects with all stored fields plus `_distance` (L2 distance, lower = more similar)
- The `SearchResult` type is exported from `vectordb.ts` for reuse in the orchestrator — keep vector DB types in the DB module, not the AI module
---
## 2026-02-24 - US-024
- Implemented AI checkpoint suggestions UI with approve/reject flow
- Extended to also support AI task suggestions (user-requested scope expansion)
- Modified suggest_checkpoints tool in orchestrator to persist suggestions to DB (isAiSuggested=1, isApproved=0)
- Created new suggest_tasks tool with same pattern (analyzes notes, extracts actionable tasks, persists to DB)
- Added isAiSuggested/isApproved columns to tasks table schema + ALTER TABLE migration for existing databases
- Updated tasks.create/update router to accept new fields
- Added TaskItem type fields for isAiSuggested/isApproved
- ProjectDetail.tsx: "Suggest checkpoints" button (outline+Sparkles) in timeline header, "Suggest tasks" button in tasks header
- Pending suggestions render as border-dashed Card components below GanttChart / above KanbanBoard
- Approve (variant=default, size=sm) calls update with isApproved=1; Reject (variant=ghost, size=sm) calls delete
- KanbanBoard and workspace tasks route filter out unapproved AI suggestions
- Files changed:
- src/main/db/schema.ts (added isAiSuggested + isApproved to tasks)
- src/main/db/index.ts (ALTER TABLE migration + updated CREATE TABLE)
- src/main/router/index.ts (tasks.create/update/list updated)
- src/main/ai/orchestrator.ts (persist checkpoint suggestions + new suggest_tasks tool + updated system prompt)
- src/renderer/components/projects/ProjectDetail.tsx (suggest buttons + pending cards for both)
- src/renderer/components/projects/KanbanBoard.tsx (filter out pending AI suggestions)
- src/renderer/components/tasks/TaskRow.tsx (TaskItem type extended)
- src/renderer/routes/tasks.tsx (filter out pending AI suggestions)
- **Learnings for future iterations:**
- Tasks table defaults isApproved=1 (unlike checkpoints which default=0) so existing/manually-created tasks remain visible
- SQLite has no ADD COLUMN IF NOT EXISTS — use try/catch around ALTER TABLE statements
- The suggest_checkpoints/suggest_tasks tools persist directly via db.insert() in the tool handler, then query invalidation on the frontend picks up new records
- TaskItem type in TaskRow.tsx is manually defined (not auto-inferred from tRPC) — must be updated when adding columns to the tasks select
- The ai.chat mutation can be instantiated multiple times for independent suggest flows (suggestCheckpoints vs suggestTasks)
---

70
src/main/ai/orchestrator.ts
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@@ -248,7 +248,20 @@ function buildProjectTools(projectId: string): StructuredTool[] {
const match = content.match(/\[[\s\S]*\]/);
const jsonStr = match ? match[0] : '[]';
try {
JSON.parse(jsonStr);
const parsed = JSON.parse(jsonStr) as Array<{ title: string; date: string }>;
for (const s of parsed) {
const ts = new Date(s.date).getTime();
if (Number.isNaN(ts)) continue;
db.insert(checkpoints).values({
id: crypto.randomUUID(),
projectId,
title: s.title,
date: ts,
isAiSuggested: 1,
isApproved: 0,
createdAt: Date.now(),
}).run();
}
return jsonStr;
} catch {
return '[]';
@@ -263,7 +276,57 @@ function buildProjectTools(projectId: string): StructuredTool[] {
},
);
return [readProjectNotesTool, addTaskTool, getSummaryTool, suggestCheckpointsTool] as StructuredTool[];
const suggestTasksTool = tool(
async (_input: Record<string, never>) => {
const contextData = buildProjectContext(projectId);
const suggestionLlm = await getLLM();
if (!suggestionLlm) return '[]';
const result = await suggestionLlm.invoke([
new SystemMessage(
'You are a project planning assistant. Analyze the project data below and extract ' +
'actionable tasks from the notes (e.g. "set up CI pipeline", "draft proposal for client").\n\n' +
'Return ONLY a valid JSON array of objects with shape { "title": string, "description"?: string, "priority"?: "low"|"medium"|"high", "dueDate"?: string } ' +
'where dueDate is ISO 8601 format (YYYY-MM-DD) if mentioned. Return [] if no actionable tasks are found.\n\n' +
'Example: [{"title":"Set up CI pipeline","description":"Configure GitHub Actions for automated testing","priority":"high"},{"title":"Draft client proposal","dueDate":"2026-03-20"}]',
),
new HumanMessage(contextData),
]);
const content = typeof result.content === 'string' ? result.content.trim() : '[]';
const match = content.match(/\[[\s\S]*\]/);
const jsonStr = match ? match[0] : '[]';
try {
const parsed = JSON.parse(jsonStr) as Array<{ title: string; description?: string; priority?: string; dueDate?: string }>;
for (const s of parsed) {
db.insert(tasks).values({
id: crypto.randomUUID(),
projectId,
title: s.title,
description: s.description ?? null,
status: 'todo',
priority: s.priority ?? 'medium',
assignee: null,
dueDate: s.dueDate ? new Date(s.dueDate).getTime() : null,
isAiSuggested: 1,
isApproved: 0,
createdAt: Date.now(),
}).run();
}
return jsonStr;
} catch {
return '[]';
}
},
{
name: 'suggest_tasks',
description:
'Analyzes project notes for actionable tasks and returns a JSON array of ' +
'{ title: string, description?: string, priority?: string, dueDate?: string } suggested tasks. ' +
'Use when the user asks for task suggestions.',
schema: z.object({}),
},
);
return [readProjectNotesTool, addTaskTool, getSummaryTool, suggestCheckpointsTool, suggestTasksTool] as StructuredTool[];
}
// ---------------------------------------------------------------------------
@@ -379,8 +442,9 @@ You also have access to the following tools — use them proactively when approp
- add_task: Create a new task in this project. Use when the user asks to add a task.
- get_summary: Generate and save a 2-3 sentence project summary. Use when asked to summarize.
- suggest_checkpoints: Extract date-based milestone suggestions from notes. Use for timeline/checkpoint questions.
- suggest_tasks: Extract actionable task suggestions from notes. Use when the user asks for task suggestions.
When suggest_checkpoints returns a JSON array, present the checkpoints in a readable bullet-point format.` : '';
When suggest_checkpoints or suggest_tasks returns a JSON array, present the items in a readable bullet-point format.` : '';
return `You are @ProjectAgent, an AI assistant specialized in a specific project within Adiuva.

6
src/main/db/index.ts
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@@ -32,6 +32,8 @@ const MIGRATION_SQL = `
priority TEXT NOT NULL DEFAULT 'medium',
assignee TEXT,
due_date INTEGER,
is_ai_suggested INTEGER NOT NULL DEFAULT 0,
is_approved INTEGER NOT NULL DEFAULT 1,
created_at INTEGER NOT NULL
);
@@ -79,6 +81,10 @@ export function initDb(): DbInstance {
// Run non-destructive migrations on every start
sqlite.exec(MIGRATION_SQL);
// Additive column migrations (SQLite has no ADD COLUMN IF NOT EXISTS)
try { sqlite.exec('ALTER TABLE tasks ADD COLUMN is_ai_suggested INTEGER NOT NULL DEFAULT 0'); } catch { /* already exists */ }
try { sqlite.exec('ALTER TABLE tasks ADD COLUMN is_approved INTEGER NOT NULL DEFAULT 1'); } catch { /* already exists */ }
dbInstance = drizzle(sqlite, { schema });
return dbInstance;
}

2
src/main/db/schema.ts
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@@ -27,6 +27,8 @@ export const tasks = sqliteTable('tasks', {
priority: text('priority').notNull().default('medium'),
assignee: text('assignee'),
dueDate: integer('due_date', { mode: 'number' }),
isAiSuggested: integer('is_ai_suggested', { mode: 'number' }).notNull().default(0),
isApproved: integer('is_approved', { mode: 'number' }).notNull().default(1),
createdAt: integer('created_at', { mode: 'number' }).notNull(),
});

9
src/main/router/index.ts
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@@ -221,6 +221,8 @@ const tasksRouter = router({
priority: tasks.priority,
assignee: tasks.assignee,
dueDate: tasks.dueDate,
isAiSuggested: tasks.isAiSuggested,
isApproved: tasks.isApproved,
createdAt: tasks.createdAt,
projectName: projects.name,
clientName: sql<string | null>`CASE WHEN ${clients.parentId} IS NOT NULL THEN ${parentClients.name} ELSE ${clients.name} END`,
@@ -268,6 +270,8 @@ const tasksRouter = router({
assignees: z.array(z.string()).optional(),
dueDate: z.number().optional(),
projectId: z.string().optional(),
isAiSuggested: z.number().optional(),
isApproved: z.number().optional(),
}))
.mutation(({ input }) => {
const id = crypto.randomUUID();
@@ -281,6 +285,8 @@ const tasksRouter = router({
assignee: input.assignees?.length ? JSON.stringify(input.assignees) : null,
dueDate: input.dueDate ?? null,
projectId: input.projectId ?? null,
isAiSuggested: input.isAiSuggested ?? 0,
isApproved: input.isApproved ?? 1,
createdAt: now,
}).run();
return { id };
@@ -296,6 +302,7 @@ const tasksRouter = router({
assignees: z.array(z.string()).optional(),
dueDate: z.number().optional(),
projectId: z.string().optional(),
isApproved: z.number().optional(),
}))
.mutation(({ input }) => {
const set: Partial<{
@@ -306,6 +313,7 @@ const tasksRouter = router({
assignee: string | null;
dueDate: number | null;
projectId: string | null;
isApproved: number;
}> = {};
if (input.title !== undefined) set.title = input.title;
if (input.description !== undefined) set.description = input.description;
@@ -313,6 +321,7 @@ const tasksRouter = router({
if (input.priority !== undefined) set.priority = input.priority;
if (input.assignees !== undefined) set.assignee = input.assignees.length ? JSON.stringify(input.assignees) : null;
if (input.dueDate !== undefined) set.dueDate = input.dueDate;
if (input.isApproved !== undefined) set.isApproved = input.isApproved;
if (input.projectId !== undefined) set.projectId = input.projectId;
if (Object.keys(set).length > 0) {
getDb().update(tasks).set(set).where(eq(tasks.id, input.id)).run();

6
src/renderer/components/projects/KanbanBoard.tsx
View File

@@ -37,9 +37,11 @@ export function KanbanBoard({ projectId, newTaskOpen, onNewTaskOpenChange }: Kan
const [editTask, setEditTask] = useState<TaskItem | null>(null);
const [viewTask, setViewTask] = useState<TaskItem | null>(null);
// Group tasks by status
// Group tasks by status (exclude unapproved AI suggestions)
const columns = useMemo(() => {
const tasks = tasksList ?? [];
const tasks = (tasksList ?? []).filter(
(t) => !(t.isAiSuggested === 1 && t.isApproved === 0),
);
const grouped: Record<ColumnId, TaskItem[]> = {
todo: [],
in_progress: [],

133
src/renderer/components/projects/ProjectDetail.tsx
View File

@@ -11,6 +11,7 @@ import {
BreadcrumbList,
BreadcrumbSeparator,
} from '@/components/ui/breadcrumb';
import { Card, CardContent } from '@/components/ui/card';
import { KanbanBoard } from './KanbanBoard';
import { GanttChart, type GanttCheckpoint } from '@/components/timeline/GanttChart';
import { AddCheckpointDialog } from '@/components/timeline/AddCheckpointDialog';
@@ -63,6 +64,16 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
return { approved, total: all.length };
}, [checkpointsList]);
const pendingCheckpoints = useMemo(() =>
(checkpointsList ?? []).filter((c) => c.isAiSuggested === 1 && c.isApproved === 0),
[checkpointsList],
);
const pendingTasks = useMemo(() =>
(tasksList ?? []).filter((t) => t.isAiSuggested === 1 && t.isApproved === 0),
[tasksList],
);
// Map checkpoints to GanttChart format
const ganttCheckpoints: GanttCheckpoint[] = useMemo(() => {
return (checkpointsList ?? []).map((c) => ({
@@ -102,6 +113,30 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
},
});
const updateTask = trpc.tasks.update.useMutation({
onSuccess: () => {
void utils.tasks.list.invalidate({ projectId });
},
});
const deleteTask = trpc.tasks.delete.useMutation({
onSuccess: () => {
void utils.tasks.list.invalidate({ projectId });
},
});
const suggestCheckpoints = trpc.ai.chat.useMutation({
onSuccess: () => {
void utils.checkpoints.list.invalidate({ projectId });
},
});
const suggestTasks = trpc.ai.chat.useMutation({
onSuccess: () => {
void utils.tasks.list.invalidate({ projectId });
},
});
const createNote = trpc.notes.create.useMutation({
onSuccess: (data) => {
void utils.notes.list.invalidate({ projectId });
@@ -196,11 +231,27 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
<div className="flex flex-col gap-3">
<div className="flex items-center justify-between">
<h2 className="text-lg font-semibold">Project Timeline</h2>
<div className="flex items-center gap-2">
<Button
variant="outline"
size="sm"
disabled={suggestCheckpoints.isPending}
onClick={() =>
suggestCheckpoints.mutate({
message: 'Suggest checkpoints for this project based on the notes.',
context: { type: 'project', projectId },
})
}
>
<Sparkles className="h-4 w-4 mr-1" />
{suggestCheckpoints.isPending ? 'Suggesting…' : 'Suggest checkpoints'}
</Button>
<Button variant="secondary" size="sm" onClick={() => setAddCheckpointOpen(true)}>
<Plus className="h-4 w-4 mr-1" />
Add
</Button>
</div>
</div>
<GanttChart
checkpoints={ganttCheckpoints}
startDate={ganttStart}
@@ -211,6 +262,38 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
updateCheckpoint.mutate({ id, isApproved: current === 1 ? 0 : 1 })
}
/>
{pendingCheckpoints.length > 0 && (
<div className="flex flex-col gap-2">
{pendingCheckpoints.map((cp) => (
<Card key={cp.id} className="border-dashed py-3">
<CardContent className="flex items-center justify-between px-4 py-0">
<div className="flex flex-col gap-0.5">
<span className="text-sm font-medium">{cp.title}</span>
<span className="text-xs text-muted-foreground">
{format(new Date(cp.date), 'PPP')}
</span>
</div>
<div className="flex items-center gap-2">
<Button
variant="default"
size="sm"
onClick={() => updateCheckpoint.mutate({ id: cp.id, isApproved: 1 })}
>
Approve
</Button>
<Button
variant="ghost"
size="sm"
onClick={() => deleteCheckpoint.mutate({ id: cp.id })}
>
Reject
</Button>
</div>
</CardContent>
</Card>
))}
</div>
)}
<AddCheckpointDialog
open={addCheckpointOpen}
onOpenChange={setAddCheckpointOpen}
@@ -226,11 +309,61 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
<div className="flex flex-col gap-3">
<div className="flex items-center justify-between">
<h2 className="text-lg font-semibold">Tasks</h2>
<div className="flex items-center gap-2">
<Button
variant="outline"
size="sm"
disabled={suggestTasks.isPending}
onClick={() =>
suggestTasks.mutate({
message: 'Suggest tasks for this project based on the notes.',
context: { type: 'project', projectId },
})
}
>
<Sparkles className="h-4 w-4 mr-1" />
{suggestTasks.isPending ? 'Suggesting…' : 'Suggest tasks'}
</Button>
<Button variant="secondary" size="sm" onClick={() => setNewTaskOpen(true)}>
<Plus className="h-4 w-4 mr-1" />
Add
</Button>
</div>
</div>
{pendingTasks.length > 0 && (
<div className="flex flex-col gap-2">
{pendingTasks.map((t) => (
<Card key={t.id} className="border-dashed py-3">
<CardContent className="flex items-center justify-between px-4 py-0">
<div className="flex flex-col gap-0.5">
<span className="text-sm font-medium">{t.title}</span>
{t.description && (
<span className="text-xs text-muted-foreground line-clamp-1">
{t.description}
</span>
)}
</div>
<div className="flex items-center gap-2">
<Button
variant="default"
size="sm"
onClick={() => updateTask.mutate({ id: t.id, isApproved: 1 })}
>
Approve
</Button>
<Button
variant="ghost"
size="sm"
onClick={() => deleteTask.mutate({ id: t.id })}
>
Reject
</Button>
</div>
</CardContent>
</Card>
))}
</div>
)}
<KanbanBoard
projectId={projectId}
newTaskOpen={newTaskOpen}

2
src/renderer/components/tasks/TaskRow.tsx
View File

@@ -24,6 +24,8 @@ export type TaskItem = {
priority: string | null;
assignee: string | null;
dueDate: number | null;
isAiSuggested: number;
isApproved: number;
projectName: string | null;
clientName: string | null;
subClientName: string | null;

4
src/renderer/routes/tasks.tsx
View File

@@ -84,7 +84,9 @@ function TasksPage() {
},
});
const tasksList = filteredTasks ?? [];
const tasksList = (filteredTasks ?? []).filter(
(t) => !(t.isAiSuggested === 1 && t.isApproved === 0),
);
// Compute stats from all tasks (unfiltered)
const stats = useMemo(() => {