feat(settings): add permissions for git commands in settings.json

- AI_REFACTOR_PLAN.md: Electron-only, 7 phases, 18 steps
- BACKEND_PLAN.md: standalone FastAPI backend guide for separate repo

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

.claude/CLAUDE.md

@@ -1,110 +1,164 @@
 # CLAUDE.md
 
-This file provides guidance to Claude Code (claude.ai/code) when working with code in this repository.
-
 ## Commands
 
 ```bash
-# Development
-source ~/.nvm/nvm.sh && npm start          # Start Electron app with hot-reload
-
-# Build & Package
+source ~/.nvm/nvm.sh && npm start              # Dev with hot-reload
 source ~/.nvm/nvm.sh && npm run make            # Build distributable packages
-source ~/.nvm/nvm.sh && npm run package    # Package without making installers
-
-# Lint
-source ~/.nvm/nvm.sh && npm run lint       # ESLint over .ts/.tsx files
-
-# Database migrations (Drizzle)
-source ~/.nvm/nvm.sh && npx drizzle-kit generate   # Generate migration from schema changes
+source ~/.nvm/nvm.sh && npm run package         # Package without installers
+source ~/.nvm/nvm.sh && npm run lint            # ESLint (.ts/.tsx)
+source ~/.nvm/nvm.sh && npx drizzle-kit generate  # Generate migration from schema
 source ~/.nvm/nvm.sh && npx drizzle-kit push       # Push schema directly (dev only)
 ```
 
-There is no test suite currently.
+No test suite currently.
 
-## Architecture Overview
+## Architecture
 
-Adiuva is a local-first Electron desktop app. The three Electron processes communicate via a custom tRPC↔IPC bridge (the public `electron-trpc` package is incompatible with tRPC v11, so a custom implementation is used).
-
-### Process Boundaries
+Adiuva is a local-first Electron desktop app. The three processes communicate via a custom tRPC v11 ↔ IPC bridge (the public `electron-trpc` package is incompatible with tRPC v11).
 
 ```
-Renderer (React)  ──ipcLink──►  Preload (contextBridge)  ──IPC──►  Main (tRPC router + SQLite)
+Renderer (React 19)  ──ipcLink──►  Preload (contextBridge)  ──IPC──►  Main (tRPC router + SQLite)
 ```
 
-1. **Main process** (`src/main/`) — Node.js, owns the database and all business logic
-   - `index.ts` — Window creation, app lifecycle
-   - `ipc.ts` — Custom handler that bridges `ipcMain` to tRPC procedures
-   - `router/index.ts` — All tRPC routers (clients, projects, tasks, checkpoints, notes, settings, ai)
-   - `db/index.ts` — Drizzle + better-sqlite3, WAL mode, singleton `getDb()`
-   - `db/schema.ts` — All table definitions (clients, projects, tasks, checkpoints, notes)
-   - `store.ts` — electron-store for persistent UI settings (e.g., `sidebarCollapsed`)
+### Main Process (`src/main/`)
 
-2. **Preload** (`src/preload/trpc.ts`) — Exposes `window.electronTRPC` with `sendMessage()` / `onMessage()`
+Owns the database and all business logic.
 
-3. **Renderer** (`src/renderer/`) — React 19, never accesses Node APIs directly
-   - `lib/ipcLink.ts` — Custom TRPCLink that routes calls through `window.electronTRPC`
-   - `lib/trpc.ts` — `createTRPCReact<AppRouter>()` typed client
-   - `index.tsx` — QueryClient + tRPC + Router providers
-   - All data access is through `trpc.*.*useQuery()` / `trpc.*.*.useMutation()`
+| File | Purpose |
+|---|---|
+| `index.ts` | Window creation, app lifecycle |
+| `ipc.ts` | Bridges `ipcMain` to tRPC procedures |
+| `router/index.ts` | All tRPC sub-routers merged into `appRouter` |
+| `db/index.ts` | Drizzle + better-sqlite3, WAL mode, singleton `getDb()` |
+| `db/schema.ts` | Table definitions: clients, projects, tasks, checkpoints, notes, taskComments |
+| `db/vectordb.ts` | LanceDB vector store for note embeddings |
+| `store.ts` | electron-store for persistent UI settings |
+
+### Preload (`src/preload/trpc.ts`)
+
+Exposes `window.electronTRPC` with `sendMessage()` / `onMessage()`.
+
+### Renderer (`src/renderer/`)
+
+React 19 — never accesses Node APIs directly. All data through `trpc.*.useQuery()` / `trpc.*.useMutation()`.
+
+| File | Purpose |
+|---|---|
+| `lib/ipcLink.ts` | Custom TRPCLink routing through `window.electronTRPC` |
+| `lib/trpc.ts` | `createTRPCReact<AppRouter>()` typed client |
+| `index.tsx` | QueryClient + tRPC + Router providers |
 
 ### Routing
 
-File-based routing via TanStack Router. Add a file to `src/renderer/routes/` and the route tree (`src/renderer/routeTree.gen.ts`) is auto-regenerated by the Vite plugin on next `npm start`. Routes:
-- `__root.tsx` — Root layout wrapping everything in `AppShell`
-- `index.tsx`, `tasks.tsx`, `timeline.tsx`, `projects.tsx`
+File-based via TanStack Router (`tsr.config.json` at root). Route tree auto-generated at `routeTree.gen.ts`.
+
+Routes: `__root.tsx` (AppShell layout), `index`, `tasks`, `timeline`, `projects`, `notes.$noteId`
+
+### tRPC Routers
+
+`health`, `settings`, `clients`, `projects`, `tasks`, `checkpoints`, `notes`, `taskComments`, `ai`
 
 ### Database
 
-Schema lives in `src/main/db/schema.ts`. Migrations are in `src/main/db/migrations/`. The DB is created in Electron's `userData` directory as `adiuva.db`. On startup, `initDb()` runs non-destructive migrations (CREATE TABLE IF NOT EXISTS).
+Schema in `src/main/db/schema.ts`, migrations in `src/main/db/migrations/`. DB created in Electron's `userData` as `adiuva.db`. On startup, `initDb()` runs non-destructive migrations.
 
-To add a new table or column: edit `schema.ts`, run `drizzle-kit generate`, then `drizzle-kit push` (dev) or commit the migration file.
+To add a table/column: edit `schema.ts` → `drizzle-kit generate` → `drizzle-kit push` (dev) or commit the migration.
 
-### Adding a New Feature (end-to-end pattern)
+### Adding a Feature (end-to-end)
 
-1. **Schema** — Add table/columns to `src/main/db/schema.ts`
-2. **Router** — Add a tRPC sub-router in `src/main/router/index.ts`, merge it into `appRouter`
-3. **Types** — `AppRouter` is exported from `src/main/router/index.ts` and imported in `src/renderer/lib/trpc.ts` — types flow automatically
-4. **UI** — Create components under `src/renderer/components/<feature>/`, use `trpc.*.*useQuery()` for data
+1. **Schema** — `src/main/db/schema.ts`
+2. **Router** — Add sub-router in `src/main/router/index.ts`, merge into `appRouter`
+3. **Types** — Flow automatically via `AppRouter` export
+4. **UI** — Components in `src/renderer/components/<feature>/`, data via `trpc.*.useQuery()`
 
-### AI Subsystem (`src/main/ai/`)
+## AI Subsystem (`src/main/ai/`)
 
-LangGraph-based agentic system with pluggable LLM providers (OpenAI, Anthropic, GitHub Copilot).
+LangGraph-based agentic system with pluggable LLM providers.
 
-**Orchestrator** (`orchestrator.ts`): Classifies user intent → routes to one of three specialist agents:
-- **Project agent** — project-scoped Q&A with tools: `read_project_notes`, `add_task`, `get_summary`, `suggest_checkpoints`, `suggest_tasks`
-- **Knowledge agent** — cross-project semantic search via `vector_search_all`
-- **General agent** — workspace-wide `add_task`
+### Orchestrator (`orchestrator.ts`)
 
-Tool-calling strategy differs by provider: OpenAI/Anthropic use LangChain `bindTools()` + ToolMessage loop (max 5 iterations); Copilot uses SDK-native tools (loop handled internally).
+Classifies user intent → routes to a specialist agent:
 
-**Streaming**: Orchestrator calls `sendStreamChunk(sender, token, done)` over IPC channel `'ai:stream'`. Renderer subscribes via `window.electronAI.onStreamChunk()` in `AIChatPanel.tsx`. `<tool_call>` blocks are filtered before sending to renderer.
+| Agent | Scope | Tools |
+|---|---|---|
+| Project | Project-scoped Q&A | `read_project_notes`, `add_task`, `get_summary`, `suggest_checkpoints`, `suggest_tasks` |
+| Knowledge | Cross-project search | `vector_search_all` |
+| General | Workspace-wide | `add_task` |
 
-**Provider factory** (`llm.ts`): `gpt-4o-mini` (OpenAI), `claude-sonnet-4-20250514` (Anthropic), or ChatCopilot wrapper — all with `temperature: 0.3` and streaming enabled.
+All providers use LangChain `bindTools()` + ToolMessage loop (max 5 iterations).
 
-**Token storage** (`token.ts`) — three-tier fallback:
-1. keytar (OS keychain) — preferred, encrypted per-user
+Also exports `dailyBrief()` for AI-generated daily summaries (`ai.dailyBrief` tRPC mutation).
+
+### Streaming
+
+`sendStreamChunk(sender, token, done)` over IPC `'ai:stream'`. Renderer subscribes via `window.electronAI.onStreamChunk()` in `AIChatPanel.tsx`. `<tool_call>` blocks are filtered before display.
+
+### Providers (`llm.ts`)
+
+| Provider | Model | Notes |
+|---|---|---|
+| OpenAI | `gpt-4o-mini` | Via LangChain |
+| Anthropic | `claude-sonnet-4-20250514` | Via LangChain |
+| Copilot | `ChatCopilot` wrapper | `copilot.ts` / `chat-copilot.ts` |
+
+All use `temperature: 0.3`, streaming enabled. Provider management in `provider.ts`.
+
+### Token Storage (`token.ts`)
+
+Three-tier fallback (keytar service name: `'adiuva'`):
+1. keytar (OS keychain) — preferred; `keytarFailed` flag skips after first failure
 2. electron-store + `safeStorage` — encrypted at rest
 3. Plain electron-store — WSL fallback
 
-Keytar service name is `'adiuva'`. Once keytar fails, `keytarFailed` flag skips it for the session.
+### Vector Embeddings (`db/vectordb.ts`)
 
-**AI approval pattern**: Tasks and checkpoints have `isAiSuggested` (bool) and `isApproved` (bool) columns. AI-suggested items appear in the UI pending user approval before being treated as real records.
+LanceDB in `{userData}/vectors/`. Schema: `{ id, projectId, content, vector }` (1536-dim, `text-embedding-3-small` via `embeddings.ts`). Embedding priority: Copilot CLI token → OpenAI token.
 
-### Vector Embeddings (`src/main/db/vectordb.ts`)
+- `upsertNoteEmbedding()` on note create/update (fire-and-forget)
+- `migrateNotesIfNeeded()` backfills on first startup
+- `searchNotes(query, limit=5)` used by Knowledge agent
 
-LanceDB stored in `{userData}/vectors/`. Table schema: `{ id, projectId, content, vector }`. Vectors are 1536-dimensional (`text-embedding-3-small`). Embeddings use a priority chain: Copilot CLI token → OpenAI token.
+### AI Approval Pattern
 
-- Note create/update fires `upsertNoteEmbedding()` (fire-and-forget, errors swallowed)
-- `migrateNotesIfNeeded()` backfills existing notes on first startup
-- `searchNotes(query, limit=5)` is called by the Knowledge agent tool
+Tasks and checkpoints have `isAiSuggested` + `isApproved` columns. AI suggestions appear pending user approval (dashed borders in UI).
 
-### Key Config Notes
+## Config Notes
 
-- Vite configs use `.mts` extension (not `.ts`) to avoid ESM/CJS conflicts with electron-forge's externalize-deps plugin
-- `@/*` path alias resolves to `src/renderer/*` (TypeScript + Vite + shadcn/ui all share this alias)
-- shadcn/ui style: **new-york**, base color: **neutral**
-- Icons: **lucide-react** throughout — do not introduce other icon libraries
-- Tailwind 4 (not 3) — use CSS variable theming via `globals.css`, not `tailwind.config.js`
-- Notes use Milkdown (`@milkdown/crepe`) as the markdown editor (`src/renderer/components/notes/MilkdownEditor.tsx`)
-- Routes: `index`, `tasks`, `timeline`, `projects`, `notes.$noteId` (note ID is a URL param)
+- Vite configs use `.mts` (not `.ts`) — avoids ESM/CJS conflicts with electron-forge
+- `@/*` path alias → `src/renderer/*` (TypeScript + Vite + shadcn/ui)
+- **shadcn/ui**: new-york style, neutral base color
+- **Icons**: lucide-react only — do not introduce other icon libraries
+- **Tailwind 4** — CSS variable theming in `globals.css`, no `tailwind.config.js`
+- **Notes editor**: Milkdown (`@milkdown/crepe`) at `src/renderer/components/notes/MilkdownEditor.tsx`
+
+## Design Context
+
+### Target User
+Freelancers and solo professionals managing client work (projects, tasks, notes, timelines). Single workspace, no enterprise overhead. AI as force multiplier.
+
+### Brand
+**Calm, intelligent, warm.** Thoughtful companion, not flashy tool. Confident and understated, never loud or gamified.
+
+### Palette
+
+| | Canvas | Primary | Secondary | Borders |
+|---|---|---|---|---|
+| **Light** | Pinkish-white `#f4edf3` | Golden yellow `#fbc881` | Slate blue-gray `#8a8ea9` | Dusty lavender `#c8c3cd` |
+| **Dark** | Near-black `#0c0c0c` | Pure white | — | Dark gray `#323232` |
+
+### Typography
+Geist sans-serif, weights 400/500/600. Tight tracking (`-1px`) on headings. Body `text-sm`, metadata `text-xs`.
+
+### Visual Language
+- 10px border-radius, `rounded-2xl` for chat elements
+- Glassmorphism on AI inputs (`backdrop-blur-xl`, transparency)
+- Spring animations (stiffness 400, damping 30), scale-and-fade transitions
+- No gamification (badges, streaks, confetti). Mature and professional
+
+### Design Principles
+1. **Clarity over cleverness** — Clear hierarchy, generous whitespace, comfortable density
+2. **AI as quiet partner** — Deeply integrated but never intrusive. Dashed borders for pending AI items, Sparkles icon as AI marker
+3. **Warmth in restraint** — Warm palette feels approachable without being playful. Dark mode trades warmth for focus
+4. **Motion with purpose** — Animations reinforce spatial relationships, never decorative
+5. **Confidence through consistency** — CSS variable tokens, shadcn/ui primitives, Geist font. Predictable, keyboard-first

.claude/settings.json

@@ -0,0 +1,8 @@
+{
+  "permissions": {
+    "allow": [
+      "Bash(git add AI_REFACTOR_PLAN.md)",
+      "Bash(git commit:*)"
+    ]
+  }
+}

.claude/settings.local.json

@@ -1,6 +0,0 @@
-{
-  "enabledMcpjsonServers": [
-    "shadcn"
-  ],
-  "enableAllProjectMcpServers": true
-}

.gitignore

@@ -90,3 +90,7 @@ typings/
 
 # Electron-Forge
 out/
+
+# local config files
+.vscode/
+

.vscode/mcp.json

@@ -1,11 +0,0 @@
-{
-  "servers": {
-    "shadcn": {
-      "command": "npx",
-      "args": [
-        "shadcn@latest",
-        "mcp"
-      ]
-    }
-  }
-}

AI_REFACTOR_PLAN.md

@@ -0,0 +1,389 @@
+# AI Refactor Plan — Adiuva Electron App
+
+> **Objective:** Transform the Electron app from a single-process AI integration into a local-first multi-agent client with plugin-based batch agents, multi-provider LLM support, E2E encrypted backup, granular permissions, and cloud backend integration.
+>
+> **Backend:** Lives in a separate repository. See `BACKEND_PLAN.md` for the API contract and backend implementation guide.
+>
+> **Protocol:** Execute steps sequentially. Each step is atomic and committable. Mark `[x]` when done.
+
+---
+
+## Phase 0 — API Contracts & Types
+
+### Step 0.1 — Define backend API contract types
+- [ ] Create `src/shared/api-types.ts` with all interfaces the Electron app needs to communicate with the backend:
+  - `ExecutionPlan`, `PlanStep`, `PlanAction` (action types: `create_record`, `update_record`, `delete_record`, `index_document`, `send_notification`)
+  - `ChatRequest` (message, context, execution_mode: `'direct'` | `'plan'`)
+  - `ChatResponse` (response, actions)
+  - `ChatContext` (user_profile, relevant_documents, recent_tasks, conversation_history)
+  - `AgentManifest` (name, description, permissions, schedule)
+  - `PermissionGrant` (plugin, permission type, resource path, granted_at)
+  - `BackupMetadata` (version, timestamp, checksum, chunk_count)
+  - `BillingTier` enum (`free`, `pro`, `power`, `team`)
+  - `AuthTokens` (access_token, refresh_token, expires_at)
+  - `UserProfile` (id, email, tier)
+- [ ] Update `tsconfig.json` paths if needed to include `src/shared/`
+- **Files:** `src/shared/api-types.ts`, `tsconfig.json`
+- **Outcome:** Type-safe contracts for all backend communication. Backend repo mirrors these as Pydantic schemas.
+
+---
+
+## Phase 1 — LiteLLM Multi-Provider Client
+
+### Step 1.1 — Create unified LLM client wrapper
+- [ ] Create `src/main/llm/litellm-client.ts`:
+  - `LiteLLMClient` class with unified interface:
+    - `complete(messages: Message[], options?: CompletionOptions): Promise<CompletionResponse>`
+    - `stream(messages: Message[], options?: CompletionOptions): AsyncGenerator<string>`
+    - `embed(text: string): Promise<number[]>`
+  - `CompletionOptions`: model override, temperature, max_tokens, tools
+  - Provider-agnostic: internally maps to the correct provider SDK
+  - Fallback chain: tries primary provider, on failure tries secondary, logs each attempt
+  - Timeout handling: per-provider configurable timeouts
+- [ ] Create `src/main/llm/providers.ts`:
+  - `ProviderConfig` interface: name, apiKey, model, endpoint (for Ollama), timeout, isLocal
+  - `ProviderRegistry`: manages configured providers, persists to electron-store
+  - `getActiveProvider()`, `setActiveProvider(name)`, `addProvider(config)`, `removeProvider(name)`
+  - `getFallbackChain(): ProviderConfig[]`
+  - Supported providers: OpenAI, Anthropic, Google (Gemini), Mistral, Groq, Ollama (local)
+- [ ] Create `src/main/llm/embeddings.ts` (refactored):
+  - Support multiple embedding providers (OpenAI text-embedding-3-small, local ONNX with all-MiniLM-L6-v2)
+  - Auto-select: use local ONNX if available, fall back to API
+  - Same `embedText(text): Promise<number[]>` interface
+- **Files:** `src/main/llm/litellm-client.ts`, `src/main/llm/providers.ts`, `src/main/llm/embeddings.ts`
+- **Outcome:** Single LLM interface that all local components use. Supports 6+ providers with fallback.
+
+### Step 1.2 — Migrate existing AI code to use new LLM client
+- [ ] Update `src/main/ai/orchestrator.ts`:
+  - Replace direct `getLLM()` calls with `LiteLLMClient.complete()` / `LiteLLMClient.stream()`
+  - Keep local orchestration working with the new client (backend delegation comes in Phase 3)
+- [ ] Update `src/main/ai/llm.ts`:
+  - Deprecate. Redirect `getLLM()` to instantiate via `LiteLLMClient` as a thin compatibility shim
+- [ ] Update `src/main/ai/embeddings.ts` to delegate to `src/main/llm/embeddings.ts`
+- [ ] Update `src/main/ai/token.ts`:
+  - Add `listStoredProviders(): Promise<string[]>` to enumerate which providers have tokens
+- [ ] Ensure all existing AI features (chat, daily brief, tool calling) continue to work
+- **Files:** `src/main/ai/orchestrator.ts`, `src/main/ai/llm.ts`, `src/main/ai/embeddings.ts`, `src/main/ai/token.ts`
+- **Outcome:** Existing AI features work identically but go through the new unified LLM client.
+
+---
+
+## Phase 2 — Local Plugin System & Batch Agents
+
+### Step 2.1 — Create plugin manifest system and permission manager
+- [ ] Create `src/main/permissions/manifest-validator.ts`:
+  - `PluginManifest` interface: `name`, `description`, `version`, `permissions: PermissionRequest[]`, `schedule?: string` (cron), `entryPoint: string`
+  - `PermissionRequest`: `type` (read_folder, read_email, read_calendar, read_browser_history), `resource?: string` (path, account), `reason: string`
+  - `validateManifest(manifest): ValidationResult` — validates structure, checks for dangerous permissions
+- [ ] Create `src/main/permissions/permission-manager.ts`:
+  - `PermissionManager` class (singleton):
+    - `grantPermission(pluginName, permission): void` — persists to SQLite
+    - `revokePermission(pluginName, permission): void`
+    - `checkPermission(pluginName, permission): boolean`
+    - `getPluginPermissions(pluginName): PermissionGrant[]`
+    - `getAllGrants(): PermissionGrant[]`
+    - `logAccess(pluginName, permission, resource, timestamp): void` — activity log
+    - `getActivityLog(pluginName?, limit?): ActivityLogEntry[]`
+  - Permission grants stored in a new `plugin_permissions` SQLite table
+  - Activity log stored in a new `plugin_activity_log` SQLite table
+- [ ] Add `plugin_permissions` and `plugin_activity_log` tables to `src/main/db/schema.ts`
+- [ ] Generate and apply migration
+- **Files:** `src/main/permissions/manifest-validator.ts`, `src/main/permissions/permission-manager.ts`, `src/main/db/schema.ts`, `src/main/db/migrations/`
+- **Outcome:** Granular, opt-in permission system for plugins. Every access is logged.
+
+### Step 2.2 — Create worker pool and batch runner
+- [ ] Create `src/main/workers/worker-pool.ts`:
+  - `WorkerPool` class:
+    - Manages a pool of Node.js `worker_threads`
+    - `runPlugin(manifest, context): Promise<PluginResult>` — spawns or reuses a worker, sends manifest + context, receives result
+    - Worker lifecycle: create, send message, receive result, terminate on timeout
+    - Max concurrent workers: configurable (default 4)
+    - Error isolation: worker crash doesn't affect main process
+- [ ] Create `src/main/workers/batch-runner.ts`:
+  - `BatchRunner` class:
+    - `registerPlugin(manifest): void` — validates manifest, stores in registry
+    - `startScheduler(): void` — cron-based scheduler using `node-cron` or simple setInterval
+    - `runPlugin(name, triggerContext?): Promise<PluginResult>` — manual trigger
+    - `stopAll(): void` — graceful shutdown of all scheduled plugins
+    - Scheduler checks permissions before each run; skips if revoked
+    - Results logged to activity log
+- [ ] Create `src/main/workers/plugin-worker.ts`:
+  - Worker thread entry point
+  - Receives plugin config + context via `parentPort.on('message')`
+  - Dynamically imports the plugin entry point
+  - Executes `run(context)` with sandboxed access (only permitted resources)
+  - Posts result back via `parentPort.postMessage()`
+- **Files:** `src/main/workers/worker-pool.ts`, `src/main/workers/batch-runner.ts`, `src/main/workers/plugin-worker.ts`
+- **Outcome:** Isolated plugin execution environment with scheduling, permissions enforcement, and error isolation.
+
+### Step 2.3 — Implement batch agent plugins
+- [ ] Create `src/plugins/email-scanner.ts`:
+  - Manifest: requires `read_email` permission
+  - Connects to IMAP via `imapflow` (account configured in settings)
+  - Scans for new emails since last run
+  - Uses `LiteLLMClient` to classify each email (has actionable task? extract title, priority, description)
+  - Returns extracted task metadata (never raw email content) for execution via backend or local playbook
+- [ ] Create `src/plugins/file-watcher.ts`:
+  - Manifest: requires `read_folder` permission for each watched path
+  - Uses `chokidar` to watch approved directories
+  - On new/modified file: reads content, generates embedding, upserts into vector store
+  - Supports: .txt, .md, .pdf (text extraction), .docx (basic extraction)
+- [ ] Create `src/plugins/calendar-sync.ts`:
+  - Manifest: requires `read_calendar` permission
+  - Parses ICS files or connects to CalDAV endpoint
+  - Detects scheduling conflicts
+  - Suggests reorganizations via LLM analysis
+  - Returns calendar events + conflict reports
+- [ ] Create `src/plugins/browser-agent.ts`:
+  - Manifest: requires `read_browser_history` permission (explicit opt-in)
+  - Reads browser bookmarks and history from known browser paths (Chrome, Firefox, Edge)
+  - Indexes relevant entries into vector store
+  - Privacy-first: only indexes URLs and titles, not page content
+- **Files:** `src/plugins/email-scanner.ts`, `src/plugins/file-watcher.ts`, `src/plugins/calendar-sync.ts`, `src/plugins/browser-agent.ts`
+- **Outcome:** Four local batch agents running as isolated worker threads, using LiteLLM for analysis.
+
+---
+
+## Phase 3 — Backend Integration
+
+### Step 3.1 — Create backend HTTP/WebSocket client
+- [ ] Create `src/main/api/backend-client.ts`:
+  - `BackendClient` class:
+    - `baseUrl` configurable (default: production cloud URL, overridable for dev)
+    - `setAuthToken(jwt: string): void`
+    - `chat(request: ChatRequest): Promise<ChatResponse>` — POST /api/v1/chat
+    - `chatStream(request: ChatRequest): AsyncGenerator<string>` — WebSocket /api/v1/chat/stream
+    - `getPlaybooks(): Promise<ExecutionPlan[]>` — GET /api/v1/plans/playbook
+    - `uploadBackup(blob: Buffer, metadata: BackupMetadata): Promise<void>` — PUT /api/v1/backup
+    - `downloadBackup(): Promise<{ blob: Buffer, metadata: BackupMetadata }>` — GET /api/v1/backup
+    - Automatic retry with exponential backoff (max 3 attempts)
+    - Offline detection: returns cached playbook responses when offline
+  - `isOnline(): boolean` — connectivity check
+- [ ] Create `src/main/api/plan-runner.ts`:
+  - `PlanRunner` class:
+    - `execute(plan: ExecutionPlan): Promise<PlanResult>` — executes plan steps locally
+    - Step handlers: `create_record` (inserts into SQLite), `update_record`, `delete_record`, `index_document` (upserts into vector store), `send_notification` (Electron notification API)
+    - Each step logs to activity log
+    - Supports `data_from_step` references (pipeline execution)
+    - Validates plan structure before execution
+- **Files:** `src/main/api/backend-client.ts`, `src/main/api/plan-runner.ts`
+- **Outcome:** Electron can communicate with the cloud backend and execute returned plans locally.
+
+### Step 3.2 — Refactor orchestrator to delegate to backend
+- [ ] Update `src/main/ai/orchestrator.ts`:
+  - When online: forward chat requests to backend via `BackendClient.chatStream()`
+  - Build `ChatRequest` from local context: query SQLite for user profile, relevant documents (from vector store), recent tasks, conversation history
+  - Stream backend response tokens to renderer via existing `ai:stream` IPC channel
+  - Execute any returned actions via `PlanRunner`
+  - When offline: fall back to local orchestration (existing LangGraph pipeline) with degraded capabilities
+  - Remove direct agent logic (project agent, knowledge agent, general agent tool definitions) — these now live on the backend
+  - Keep `buildProjectContext()` and `buildGlobalContext()` as context builders for the request payload
+- [ ] Update `src/main/router/index.ts` `ai` sub-router:
+  - `chat` mutation: call refactored orchestrator (which now delegates to backend)
+  - Add `getPlaybooks` query: fetches cached playbooks
+  - Keep `dailyBrief` mutation: sends daily brief request to backend
+- [ ] Add IPC handler for plan execution results
+- **Files:** `src/main/ai/orchestrator.ts`, `src/main/router/index.ts`, `src/main/ipc.ts`
+- **Outcome:** Chat intelligence lives on the backend; Electron is the execution layer.
+
+### Step 3.3 — Implement Shared Memory (three-tier local memory)
+- [ ] Create `src/main/database/shared-memory.ts`:
+  - **Short-term memory**: In-memory conversation buffer
+    - `ConversationBuffer` class: stores last N messages per session
+    - `addMessage(sessionId, role, content)`, `getHistory(sessionId, limit?) -> Message[]`
+    - Cleared on session end
+  - **Long-term KV store**: SQLite-backed key-value store
+    - New `agent_memory` table: `id`, `namespace` (agent name), `key`, `value` (JSON text), `updated_at`
+    - `AgentMemoryStore` class: `get(namespace, key)`, `set(namespace, key, value)`, `delete(namespace, key)`, `listKeys(namespace)`
+    - Used by agents to persist learned facts, user preferences
+  - **Vector store**: Already exists (LanceDB). Enhance with:
+    - Multi-collection support: separate tables for notes, emails, files, calendar
+    - `searchByCollection(collection, query, limit) -> SearchResult[]`
+- [ ] Add `agent_memory` table to `src/main/db/schema.ts`
+- [ ] Generate migration
+- **Files:** `src/main/database/shared-memory.ts`, `src/main/db/schema.ts`, `src/main/db/migrations/`
+- **Outcome:** Three-tier memory system supporting short-term conversation, long-term agent facts, and semantic search.
+
+---
+
+## Phase 4 — Security: E2E Backup & Offline Mode
+
+### Step 4.1 — Implement E2E encrypted backup
+- [ ] Create `src/main/backup/e2e-crypto.ts`:
+  - `generatePassphrase(): string` — BIP39-compatible 12-word recovery phrase
+  - `deriveKey(passphrase: string, salt: Buffer): Promise<Buffer>` — Argon2id key derivation (time cost 3, memory 64MB, parallelism 1)
+  - `encrypt(data: Buffer, key: Buffer): { ciphertext: Buffer, iv: Buffer, authTag: Buffer }` — AES-256-GCM
+  - `decrypt(ciphertext: Buffer, key: Buffer, iv: Buffer, authTag: Buffer): Buffer`
+  - Uses `node:crypto` for AES and `argon2` npm package for key derivation
+- [ ] Create `src/main/backup/backup-manager.ts`:
+  - `BackupManager` class:
+    - `createBackup(passphrase: string): Promise<BackupBlob>` — Exports SQLite DB, encrypts, returns blob + metadata
+    - `restoreBackup(blob: Buffer, passphrase: string): Promise<void>` — Decrypts blob, replaces local DB, re-initializes
+    - `uploadBackup(passphrase: string): Promise<void>` — Creates backup, uploads via `BackendClient`
+    - `downloadAndRestore(passphrase: string): Promise<void>` — Downloads from backend, decrypts, restores
+    - Incremental backup: chunks DB into segments, encrypts each separately, tracks content hashes to skip unchanged chunks
+    - Metadata header: version, timestamp, checksum (SHA-256 of plaintext), chunk count
+- **Files:** `src/main/backup/e2e-crypto.ts`, `src/main/backup/backup-manager.ts`
+- **Outcome:** User data never leaves the device unencrypted. Backend stores only opaque blobs.
+
+### Step 4.2 — Implement offline sync queue
+- [ ] Create `src/main/backup/sync-queue.ts`:
+  - `SyncQueue` class:
+    - `enqueue(action: QueuedAction): void` — Adds action to persistent queue (SQLite table `sync_queue`)
+    - `processQueue(): Promise<void>` — Processes queued actions in FIFO order when online
+    - `getQueueSize(): number`
+    - `clearQueue(): void`
+    - Conflict resolution: last-write-wins with timestamps
+  - New `sync_queue` table: `id`, `action_type`, `payload` (JSON), `created_at`, `status` (pending/processing/failed), `retry_count`, `last_error`
+  - Auto-drain: watches connectivity, starts processing when online
+  - Failed actions: retry up to 3 times with exponential backoff, then mark as `failed` for user review
+- [ ] Add `sync_queue` table to schema
+- [ ] Integrate with `BackendClient`: when offline, chat/backup calls enqueue instead of failing
+- **Files:** `src/main/backup/sync-queue.ts`, `src/main/db/schema.ts`, `src/main/api/backend-client.ts`
+- **Outcome:** App works offline; queued actions sync automatically when connectivity returns.
+
+---
+
+## Phase 5 — Auth Integration & Database Encryption
+
+### Step 5.1 — Integrate auth into Electron app
+- [ ] Create `src/main/auth/auth-manager.ts`:
+  - `AuthManager` class:
+    - `login(email, password): Promise<void>` — Calls backend POST /api/v1/auth/login, stores JWT in secure storage (via token.ts)
+    - `register(email, password): Promise<void>` — Calls POST /api/v1/auth/register
+    - `logout(): void` — Clears stored JWT
+    - `getToken(): string | null` — Returns current JWT
+    - `refreshToken(): Promise<void>` — Auto-refresh before expiry
+    - `isAuthenticated(): boolean`
+    - `getCurrentTier(): BillingTier`
+  - Auto-refresh: checks token expiry every 5 minutes, refreshes if < 10 minutes remaining
+- [ ] Add tRPC procedures: `auth.login`, `auth.register`, `auth.logout`, `auth.status`, `auth.tier`
+- [ ] Wire `BackendClient` to use `AuthManager.getToken()` for all requests
+- **Files:** `src/main/auth/auth-manager.ts`, `src/main/router/index.ts`, `src/main/api/backend-client.ts`
+- **Outcome:** Electron app has full auth flow; backend requests are authenticated.
+
+### Step 5.2 — Migrate from better-sqlite3 to SQLCipher
+- [ ] Add `@journeyapps/sqlcipher` to dependencies (replaces `better-sqlite3`)
+- [ ] Update `src/main/db/index.ts`:
+  - Replace `better-sqlite3` import with `@journeyapps/sqlcipher`
+  - On first launch: derive DB key from OS keychain or prompt user
+  - `initDb(password)`: opens DB with `PRAGMA key = 'password'`
+  - Migration path for existing unencrypted DBs: detect → export → create encrypted → import → delete old
+  - WAL mode still enabled after keying
+- [ ] Update `src/main/index.ts`: pass password to `initDb()`
+- [ ] Test that all existing Drizzle operations work with SQLCipher
+- **Files:** `package.json`, `src/main/db/index.ts`, `src/main/index.ts`
+- **Outcome:** All local data encrypted at rest with SQLCipher.
+
+---
+
+## Phase 6 — Renderer UI Updates
+
+### Step 6.1 — Update Settings page for multi-provider config
+- [ ] Add provider management UI to Settings:
+  - List of configured providers with status (active/inactive/error)
+  - Add provider form: name dropdown (OpenAI, Anthropic, Google, Mistral, Groq, Ollama), API key input, model selection, endpoint (for Ollama)
+  - Set primary and fallback providers
+  - Test connection button per provider
+- [ ] Add auth section to Settings:
+  - Login/register form
+  - Current tier display with upgrade CTA
+  - Logout button
+- [ ] Add backup section to Settings:
+  - Create/view recovery passphrase
+  - Manual backup trigger
+  - Backup history with restore points
+  - Auto-backup schedule toggle
+- **Files:** `src/renderer/components/settings/` (new), route file
+- **Outcome:** Users can manage AI providers, auth, and backups from Settings.
+
+### Step 6.2 — Add Permission Dialog and Activity Log
+- [ ] Create `src/renderer/components/permissions/PermissionDialog.tsx`:
+  - Modal shown when a plugin requests new permissions
+  - Lists requested permissions with reasons
+  - Per-permission approve/deny toggles
+  - Shows plugin manifest info (name, description, version)
+- [ ] Create `src/renderer/components/permissions/ActivityLog.tsx`:
+  - Filterable table of all plugin activity
+  - Columns: timestamp, plugin name, action type, resource, status
+  - Filter by plugin, date range, action type
+  - Export as CSV
+- [ ] Add tRPC procedures for permission management and activity log queries
+- **Files:** `src/renderer/components/permissions/PermissionDialog.tsx`, `src/renderer/components/permissions/ActivityLog.tsx`, `src/main/router/index.ts`
+- **Outcome:** Transparent permission system with full activity audit trail.
+
+### Step 6.3 — Update AIChatPanel for backend-powered chat
+- [ ] Update `src/renderer/hooks/useAIChat.ts`:
+  - Support WebSocket streaming from backend (when online)
+  - Fall back to IPC streaming (when offline, using local orchestrator)
+  - Add connection status indicator (online/offline/reconnecting)
+  - Support execution plan responses: show plan preview, allow user to approve/modify before execution
+- [ ] Update `src/renderer/components/ai/AIChatPanel.tsx`:
+  - Add connection status badge
+  - Add tier indicator (shows current plan limitations)
+  - Plan approval UI: expandable plan steps with approve/reject buttons
+  - Enhanced error states: differentiate between offline, auth expired, rate limited, server error
+- [ ] Update `src/renderer/components/ai/FloatingChat.tsx`:
+  - Same streaming changes as AIChatPanel
+  - Compact plan approval for inline context
+- **Files:** `src/renderer/hooks/useAIChat.ts`, `src/renderer/components/ai/AIChatPanel.tsx`, `src/renderer/components/ai/FloatingChat.tsx`
+- **Outcome:** Chat UI seamlessly handles both online (backend) and offline (local) modes.
+
+---
+
+## Phase 7 — Cleanup & Hardening
+
+### Step 7.1 — Remove deprecated AI code
+- [ ] Delete `src/main/ai/copilot.ts` (Copilot SDK replaced by LiteLLM)
+- [ ] Delete `src/main/ai/chat-copilot.ts` (LangChain adapter no longer needed)
+- [ ] Delete or archive `src/main/ai/llm.ts` (replaced by `src/main/llm/litellm-client.ts`)
+- [ ] Remove `@github/copilot-sdk`, `@langchain/langgraph` from dependencies (if unused)
+- [ ] Clean up `src/main/ai/provider.ts`: simplify to delegate to `src/main/llm/providers.ts`
+- [ ] Remove `currentSender` module-level mutable state from orchestrator (proper context passing)
+- [ ] Update `src/main/index.ts` startup: remove `import './ai/copilot'`, add `BatchRunner.startScheduler()`, add `AuthManager` init
+- **Files:** Multiple files under `src/main/ai/`, `package.json`, `src/main/index.ts`
+- **Outcome:** No dead code; clean, maintainable codebase.
+
+### Step 7.2 — Add error handling and logging
+- [ ] Implement structured logging in main process:
+  - Log levels: debug, info, warn, error
+  - Log destinations: console (dev), file (production, rotated)
+  - Correlation IDs for request tracing across IPC → backend → response
+- [ ] Add error boundaries in renderer:
+  - Per-route error boundaries
+  - AI chat error boundary (graceful degradation)
+  - Plugin error boundary (shows which plugin failed)
+- **Files:** `src/main/utils/logger.ts` (new), `src/renderer/components/ErrorBoundary.tsx` (new)
+- **Outcome:** Production-ready error handling and observability.
+
+### Step 7.3 — Electron integration tests
+- [ ] Test BackendClient with mocked HTTP responses
+- [ ] Test PlanRunner with sample execution plans
+- [ ] Test SyncQueue offline → online transition
+- [ ] Test BackupManager encrypt → decrypt round-trip
+- [ ] Test PermissionManager grant → check → revoke cycle
+- **Files:** `src/main/__tests__/` (new test directory)
+- **Outcome:** Confidence that all Electron-side components work correctly.
+
+---
+
+## New Dependencies (package.json)
+
+| Package | Purpose |
+|---|---|
+| `@journeyapps/sqlcipher` | Encrypted SQLite (replaces `better-sqlite3`) |
+| `argon2` | Key derivation for E2E backup |
+| `node-cron` | Batch agent scheduling |
+| `chokidar` | File watching (FileWatcher plugin) |
+| `imapflow` | IMAP client (EmailScanner plugin) |
+| `onnxruntime-node` | Local embeddings (optional) |
+
+---
+
+## Execution Notes
+
+- **Each step is independently committable** and produces working code.
+- **Phases 1-2** (LLM client + plugins) are independent of the backend — can start immediately.
+- **Phase 3** (backend integration) requires the backend repo to have the `/api/v1/chat` endpoint ready.
+- **Phase 5.2** (SQLCipher) is intentionally late to avoid encryption overhead during active schema changes.
+- **The existing app continues to work** throughout the migration. Local orchestration is preserved until backend is ready (Step 3.2).

BACKEND_PLAN.md

@@ -0,0 +1,358 @@
+# Backend Plan — Adiuva Cloud API
+
+> **Separate repository.** This document defines the FastAPI backend that the Electron app communicates with.
+>
+> The backend owns: orchestration logic, chat agent intelligence, prompt IP, auth, billing, and backup blob storage.
+> The backend NEVER persists user data. It receives context in requests, uses it for orchestration, and discards it.
+
+---
+
+## Project Structure
+
+```
+adiuva-backend/
+├── app/
+│   ├── __init__.py
+│   ├── main.py                    # FastAPI entry + CORS + lifespan + router includes
+│   ├── core/
+│   │   ├── __init__.py
+│   │   ├── agent_registry.py      # Base classes + singleton registry
+│   │   ├── orchestrator.py        # LLM-based intent router
+│   │   ├── execution_plan.py      # Plan builder + cache
+│   │   └── plugin_loader.py       # Dynamic agent loading
+│   ├── agents/
+│   │   ├── __init__.py            # Auto-registers all agents
+│   │   ├── task_agent.py
+│   │   ├── calendar_agent.py
+│   │   ├── email_agent.py
+│   │   └── analytics_agent.py
+│   ├── api/
+│   │   ├── __init__.py
+│   │   ├── routes/
+│   │   │   ├── __init__.py
+│   │   │   ├── chat.py            # POST /chat + WS /chat/stream
+│   │   │   ├── plans.py           # GET /plans/playbook
+│   │   │   ├── backup.py          # PUT/GET /backup
+│   │   │   ├── auth.py            # Register/login/refresh
+│   │   │   └── billing.py         # Checkout/webhook/subscription
+│   │   └── middleware/
+│   │       ├── __init__.py
+│   │       ├── auth.py            # JWT validation
+│   │       ├── rate_limit.py      # Tier-aware rate limiting
+│   │       └── sanitizer.py       # Strip prompt metadata from responses
+│   ├── billing/
+│   │   ├── __init__.py
+│   │   ├── stripe_service.py      # Stripe checkout + webhooks
+│   │   └── tier_manager.py        # Feature matrix per tier
+│   └── config/
+│       ├── __init__.py
+│       └── settings.py            # Pydantic BaseSettings (env-based)
+├── tests/
+│   ├── __init__.py
+│   ├── conftest.py                # Fixtures: test client, mock agents, mock LLM
+│   ├── test_orchestrator.py
+│   ├── test_agents.py
+│   ├── test_auth.py
+│   └── test_backup.py
+├── alembic/                       # DB migrations (auth/billing tables only)
+│   ├── alembic.ini
+│   └── versions/
+├── requirements.txt
+├── Dockerfile
+├── docker-compose.yml             # App + PostgreSQL + Redis (dev)
+├── .env.example
+└── README.md
+```
+
+---
+
+## Step-by-Step Implementation
+
+### Step 1 — Project scaffolding
+- [ ] Initialize repo with the directory structure above
+- [ ] Write `requirements.txt`:
+  ```
+  fastapi>=0.115.0
+  uvicorn[standard]>=0.34.0
+  langchain>=0.3.0
+  langchain-openai>=0.3.0
+  pydantic>=2.10.0
+  python-jose[cryptography]>=3.3.0
+  stripe>=11.0.0
+  boto3>=1.35.0
+  slowapi>=0.1.9
+  sqlalchemy>=2.0.0
+  asyncpg>=0.30.0
+  alembic>=1.14.0
+  bcrypt>=4.2.0
+  python-dotenv>=1.0.0
+  httpx>=0.28.0
+  websockets>=14.0
+  pytest>=8.0.0
+  pytest-asyncio>=0.24.0
+  ```
+- [ ] Write `app/main.py`: FastAPI app with CORS (allow `app://`, `http://localhost:*`), lifespan (init DB pool, init agent registry), include all routers under `/api/v1`
+- [ ] Write `app/config/settings.py`: `Settings(BaseSettings)` with fields: `DATABASE_URL`, `JWT_SECRET`, `JWT_ALGORITHM` (default HS256), `STRIPE_SECRET_KEY`, `STRIPE_WEBHOOK_SECRET`, `S3_BUCKET`, `S3_REGION`, `AWS_ACCESS_KEY_ID`, `AWS_SECRET_ACCESS_KEY`, `OPENAI_API_KEY`, `CORS_ORIGINS`, `ENV` (dev/prod)
+- [ ] Write `Dockerfile`: Python 3.12 slim, multi-stage (builder + runtime), non-root user
+- [ ] Write `docker-compose.yml`: app, postgres:16, optional redis
+- [ ] Write `.env.example`
+- **Outcome:** Runnable FastAPI skeleton (returns 404 on all routes).
+
+### Step 2 — Pydantic schemas (API contracts)
+- [ ] Create `app/schemas.py` (mirrors `src/shared/api-types.ts` from Electron repo):
+  - `ChatRequest`: `message: str`, `context: ChatContext`, `execution_mode: Literal['direct', 'plan']`
+  - `ChatContext`: `user_profile: dict`, `relevant_documents: list[str]`, `recent_tasks: list[dict]`, `conversation_history: list[dict]`
+  - `ChatResponse`: `response: str`, `actions: list[PlanAction]`
+  - `PlanAction`: `type: Literal['create_record', 'update_record', 'delete_record', 'index_document', 'send_notification']`, `table: str | None`, `data: dict | None`
+  - `ExecutionPlan`: `agent: str`, `steps: list[PlanStep]`
+  - `PlanStep`: `action: str`, `prompt_template: str | None`, `variables: dict | None`, `data_from_step: int | None`
+  - `BackupMetadata`: `version: int`, `timestamp: int`, `checksum: str`, `chunk_count: int`
+  - `BillingTier`: `Literal['free', 'pro', 'power', 'team']`
+  - `AuthTokens`: `access_token: str`, `refresh_token: str`, `expires_at: int`
+  - `UserProfile`: `id: str`, `email: str`, `tier: BillingTier`
+- **Outcome:** All request/response models defined and validated.
+
+### Step 3 — Agent Registry + base classes
+- [ ] `app/core/agent_registry.py`:
+  - `BaseAgent(ABC)`:
+    - `user_id: str`, `shared_memory: dict`, `vector_store_context: list[str]`, `skills: list[str]`
+    - Abstract `get_name() -> str`, `get_description() -> str`
+  - `ChatAgent(BaseAgent)`:
+    - Abstract `async handle(query: str, context: dict) -> str`
+    - Abstract `get_tools() -> list` (LangChain tool definitions)
+    - Concrete `_tool_loop(llm, messages, tools, max_iter=5) -> str` — shared tool-calling loop
+  - `AgentRegistry` (singleton):
+    - `_agents: dict[str, ChatAgent]`
+    - `register(agent_class)` — decorator pattern
+    - `get(name) -> ChatAgent`
+    - `list_agents() -> list[dict]` — returns `[{name, description}]` for orchestrator prompt
+    - `async call_agent(name, query, context) -> str` — for inter-agent calls
+- [ ] Unit tests: register, get, list, call_agent with mock
+- **Outcome:** Pluggable agent framework.
+
+### Step 4 — Orchestrator
+- [ ] `app/core/orchestrator.py`:
+  - `async classify_intent(message, context, registry) -> str`:
+    - System prompt: "You are an intent classifier. Given the user message and context, decide which agent to route to. Available agents: {registry.list_agents()}. Respond with just the agent name."
+    - Uses gpt-4o-mini via LangChain for low latency
+    - Falls back to `task_agent` if no clear match
+  - `async route_single(agent_name, message, context) -> ChatResponse`:
+    - Instantiates agent from registry
+    - Calls `agent.handle(message, context)`
+    - Returns response + any actions the agent produced
+  - `async route_pipeline(agent_names, message, context) -> ChatResponse`:
+    - Executes agents in sequence
+    - Each agent receives `{...context, previous_results: [...]}`
+    - Final synthesis via LLM: "Summarize these agent results into a coherent response"
+  - `async orchestrate(request: ChatRequest) -> ChatResponse | ExecutionPlan`:
+    - Main entry point
+    - Classifies intent
+    - If `execution_mode == 'direct'`: route + return response
+    - If `execution_mode == 'plan'`: route + return execution plan with template IDs
+  - `async orchestrate_stream(request: ChatRequest) -> AsyncGenerator[str, None]`:
+    - Same as orchestrate but yields tokens for WebSocket streaming
+- [ ] Integration tests with mocked LLM and mocked agents
+- **Outcome:** Intelligent routing with single-agent and pipeline modes.
+
+### Step 5 — Execution Plan generator
+- [ ] `app/core/execution_plan.py`:
+  - `PromptTemplateRegistry`: dict of `template_id -> prompt_text`. Templates are server-side only — client receives IDs.
+  - `ExecutionPlanBuilder`:
+    - `add_step(action, params) -> self`
+    - `add_llm_step(template_id, variables) -> self`
+    - `add_data_step(action, data_from_step) -> self`
+    - `build() -> ExecutionPlan` — validates step references
+  - `PlanCache`:
+    - In-memory LRU (maxsize=1000)
+    - `cache_plan(key, plan)`, `get_plan(key)`, `get_all_playbooks() -> list[ExecutionPlan]`
+    - Playbooks are pre-built plans for common operations (e.g., "create task from email", "generate weekly report")
+- **Outcome:** Plans are cacheable as playbooks. Prompt IP never leaves the server.
+
+### Step 6 — Chat Agents
+- [ ] `app/agents/task_agent.py` — `@registry.register`:
+  - Description: "Manages tasks: create, update, list, suggest"
+  - Tools: `create_task(title, description, priority, due_date)`, `update_task(id, updates)`, `list_tasks(filters)`, `suggest_tasks(notes_context)`
+  - System prompt: PM-oriented, validates task structure, infers priority from context
+  - `handle()`: LLM + tool loop via `_tool_loop()`, returns response text + list of actions performed
+- [ ] `app/agents/calendar_agent.py` — `@registry.register`:
+  - Description: "Calendar management: events, conflicts, scheduling"
+  - Tools: `list_events(date_range)`, `detect_conflicts(events)`, `suggest_reschedule(conflict)`
+  - Works with event metadata passed in context (never raw calendar data stored)
+- [ ] `app/agents/email_agent.py` — `@registry.register`:
+  - Description: "Email analysis: classify, extract actions, draft responses"
+  - Tools: `classify_email(metadata)`, `extract_action_items(metadata)`, `draft_response(thread_context)`
+  - Only processes metadata sent by client — never raw email bodies
+- [ ] `app/agents/analytics_agent.py` — `@registry.register`:
+  - Description: "Workspace analytics: metrics, reports, trends"
+  - Tools: `calculate_metrics(task_data)`, `generate_report(period, data)`, `trend_analysis(data_points)`
+  - Crunches numbers from context, returns structured insights
+- [ ] `app/agents/__init__.py`: imports all agent modules to trigger `@registry.register` decorators
+- [ ] Unit tests per agent with mocked LLM
+- **Outcome:** Four specialized agents, all registered and tested.
+
+### Step 7 — API Routes
+
+#### 7a — Chat endpoint
+- [ ] `app/api/routes/chat.py`:
+  - `POST /api/v1/chat`:
+    - Request: `ChatRequest`
+    - Calls `orchestrate(request)` or `orchestrate()` + `build_plan()`
+    - Response: `ChatResponse` or `ExecutionPlan`
+  - `WebSocket /api/v1/chat/stream`:
+    - Client sends `ChatRequest` as first JSON frame
+    - Server yields token strings via `orchestrate_stream()`
+    - Final frame: JSON `ChatResponse` with `{"done": true, "response": "...", "actions": [...]}`
+    - Heartbeat ping every 30s to keep connection alive
+
+#### 7b — Plans endpoint
+- [ ] `app/api/routes/plans.py`:
+  - `GET /api/v1/plans/playbook`: Returns all playbooks available for the user's tier
+  - `GET /api/v1/plans/playbook/{plan_id}`: Returns a specific plan
+
+#### 7c — Backup endpoint
+- [ ] `app/api/routes/backup.py`:
+  - `PUT /api/v1/backup`: Accepts binary blob + metadata headers (`X-Backup-Version`, `X-Backup-Timestamp`, `X-Backup-Checksum`). Stores in S3 keyed by `{user_id}/{timestamp}`. Enforces tier limits:
+    - Free: 0 (no backup)
+    - Pro: 5 GB
+    - Power: 50 GB
+    - Team: unlimited
+  - `GET /api/v1/backup`: Returns latest blob for authenticated user. Supports `If-Modified-Since`.
+  - `GET /api/v1/backup/history`: Returns list of `BackupMetadata` (no blobs).
+  - `DELETE /api/v1/backup/{backup_id}`: Delete specific backup.
+
+#### 7d — Auth endpoint
+- [ ] `app/api/routes/auth.py`:
+  - `POST /api/v1/auth/register`: `{email, password}` → bcrypt hash → insert user → return `AuthTokens`
+  - `POST /api/v1/auth/login`: Validate credentials → return `AuthTokens`
+  - `POST /api/v1/auth/refresh`: Rotate refresh token → return new `AuthTokens`
+  - `GET /api/v1/auth/me`: Return `UserProfile` for current JWT
+
+#### 7e — Billing endpoint
+- [ ] `app/api/routes/billing.py`:
+  - `POST /api/v1/billing/checkout`: Creates Stripe checkout session → returns URL
+  - `POST /api/v1/billing/webhook`: Handles Stripe webhooks (subscription lifecycle)
+  - `GET /api/v1/billing/subscription`: Returns current subscription info
+  - `DELETE /api/v1/billing/subscription`: Cancels subscription
+
+- **Outcome:** Complete REST + WebSocket API.
+
+### Step 8 — Middleware
+
+#### 8a — Auth middleware
+- [ ] `app/api/middleware/auth.py`:
+  - FastAPI dependency: `get_current_user(token: str = Depends(oauth2_scheme)) -> UserProfile`
+  - Validates JWT signature, expiry, extracts `user_id` and `tier`
+  - Raises `401` on invalid/expired token
+  - Exempt routes: `/api/v1/auth/register`, `/api/v1/auth/login`, `/api/v1/billing/webhook`
+
+#### 8b — Rate limiter
+- [ ] `app/api/middleware/rate_limit.py`:
+  - Uses `slowapi` with `Limiter(key_func=get_user_id_from_jwt)`
+  - Tier-based limits:
+    - Free: 20 req/min
+    - Pro: 60 req/min
+    - Power: 120 req/min
+    - Team: 200 req/seat/min
+  - Custom 429 response with `Retry-After` header
+
+#### 8c — Sanitizer
+- [ ] `app/api/middleware/sanitizer.py`:
+  - Response middleware that scans response bodies
+  - Strips: system prompt fragments, agent internal reasoning, tool schemas, routing metadata
+  - Pattern-based detection + exact match against known prompt fingerprints
+  - Logs sanitization events for monitoring
+
+- **Outcome:** Secure, rate-limited API with prompt IP protection.
+
+### Step 9 — Billing & Tier management
+- [ ] `app/billing/stripe_service.py`:
+  - `create_checkout_session(user_id, tier) -> str`
+  - `handle_webhook(payload, sig_header) -> None`: processes `checkout.session.completed`, `customer.subscription.updated`, `customer.subscription.deleted`, `invoice.payment_failed`
+  - `get_subscription(user_id) -> dict | None`
+  - `cancel_subscription(user_id) -> None`
+- [ ] `app/billing/tier_manager.py`:
+  - `TierManager`:
+    - Feature matrix:
+      ```python
+      FEATURES = {
+          'free':  {'agents': 3, 'batch': False, 'providers': 1, 'backup_gb': 0},
+          'pro':   {'agents': -1, 'batch': True, 'providers': -1, 'backup_gb': 5},
+          'power': {'agents': -1, 'batch': True, 'providers': -1, 'backup_gb': 50, 'byok': True},
+          'team':  {'agents': -1, 'batch': True, 'providers': -1, 'backup_gb': -1, 'sso': True},
+      }
+      ```
+    - `get_tier(user_id) -> BillingTier`
+    - `check_feature(user_id, feature) -> bool`
+    - `get_rate_limit(tier) -> int`
+- **Outcome:** Stripe integration with tier-based feature gating.
+
+### Step 10 — Database (auth/billing only)
+- [ ] PostgreSQL schema via Alembic:
+  - `users`: `id UUID PK`, `email UNIQUE`, `password_hash`, `tier` (default 'free'), `stripe_customer_id`, `created_at`, `updated_at`
+  - `refresh_tokens`: `id UUID PK`, `user_id FK`, `token_hash`, `expires_at`, `created_at`
+  - `subscriptions`: `id UUID PK`, `user_id FK`, `stripe_subscription_id`, `tier`, `status`, `current_period_end`, `created_at`
+  - `backup_metadata`: `id UUID PK`, `user_id FK`, `s3_key`, `version`, `timestamp`, `checksum`, `size_bytes`, `created_at`
+- [ ] Initial Alembic migration
+- [ ] SQLAlchemy models in `app/models.py`
+- **Outcome:** Auth and billing persistence. Zero user data stored.
+
+### Step 11 — Testing & deployment
+- [ ] `tests/conftest.py`: TestClient fixture, mock LLM fixture (`AsyncMock` returning canned responses), mock agent fixture, test DB (SQLite in-memory for speed)
+- [ ] `tests/test_orchestrator.py`: classify_intent routing, single agent, pipeline, plan mode
+- [ ] `tests/test_agents.py`: each agent with mocked tools
+- [ ] `tests/test_auth.py`: register → login → access protected → refresh → expired token
+- [ ] `tests/test_backup.py`: upload → download → history → delete, tier limit enforcement
+- [ ] `Dockerfile` optimized for production (gunicorn + uvicorn workers)
+- [ ] GitHub Actions CI: lint (ruff), test (pytest), build Docker image
+- **Outcome:** Fully tested, deployable backend.
+
+---
+
+## API Contract Summary
+
+| Method | Endpoint | Auth | Request | Response |
+|--------|----------|------|---------|----------|
+| POST | `/api/v1/auth/register` | No | `{email, password}` | `AuthTokens` |
+| POST | `/api/v1/auth/login` | No | `{email, password}` | `AuthTokens` |
+| POST | `/api/v1/auth/refresh` | No | `{refresh_token}` | `AuthTokens` |
+| GET | `/api/v1/auth/me` | JWT | — | `UserProfile` |
+| POST | `/api/v1/chat` | JWT | `ChatRequest` | `ChatResponse \| ExecutionPlan` |
+| WS | `/api/v1/chat/stream` | JWT | `ChatRequest` (first frame) | Token stream + final JSON |
+| GET | `/api/v1/plans/playbook` | JWT | — | `ExecutionPlan[]` |
+| GET | `/api/v1/plans/playbook/:id` | JWT | — | `ExecutionPlan` |
+| PUT | `/api/v1/backup` | JWT | Binary blob + headers | `{ok: true}` |
+| GET | `/api/v1/backup` | JWT | — | Binary blob |
+| GET | `/api/v1/backup/history` | JWT | — | `BackupMetadata[]` |
+| DELETE | `/api/v1/backup/:id` | JWT | — | `{ok: true}` |
+| POST | `/api/v1/billing/checkout` | JWT | `{tier}` | `{checkout_url}` |
+| POST | `/api/v1/billing/webhook` | Stripe sig | Stripe event | `{ok: true}` |
+| GET | `/api/v1/billing/subscription` | JWT | — | Subscription info |
+| DELETE | `/api/v1/billing/subscription` | JWT | — | `{ok: true}` |
+| GET | `/api/v1/health` | No | — | `{status, version}` |
+
+---
+
+## Stack
+
+| Layer | Technology |
+|-------|-----------|
+| Framework | FastAPI + Uvicorn |
+| LLM | LangChain + langchain-openai |
+| Auth | PyJWT + bcrypt + OAuth2 |
+| Billing | stripe-python |
+| Storage | boto3 (S3) |
+| Database | PostgreSQL + SQLAlchemy + Alembic |
+| Rate limiting | slowapi |
+| Testing | pytest + pytest-asyncio + httpx |
+| Deployment | Docker → fly.io / Railway / AWS ECS |
+
+---
+
+## Development Rules
+
+1. **NEVER persist user data.** The DB stores only auth, billing, and backup metadata. User context arrives in requests and is discarded after processing.
+2. **NEVER expose prompts.** System prompts are composed server-side from fragments. Responses are sanitized before sending.
+3. **Stateless request handling.** No server-side session state. All context comes from the client + JWT.
+4. **Type hints everywhere.** All functions have full type annotations.
+5. **Test every agent.** Each chat agent has unit tests with mocked LLM responses.
+6. **Structured logging.** JSON logs with request ID correlation.

docs/floating-ai-integration-guide.md

@@ -8,7 +8,7 @@ This document is designed to be consumed **one step at a time across multiple Cl
 
 ### Workflow Protocol for Each Step
 
-1. **Start a new chat** and say: _"Read `docs/floating-ai-integration-guide.md` and implement Step X"_
+1. **Start a new chat** and say: _"Implement Step [X] from `docs/floating-ai-integration-guide.md`. Use a subagent to extract the general rules and only the data relevant to Step [X], completely ignoring the other steps."_
 2. **Before writing any code**, the agent MUST:
    - Read ALL files listed in the step's "Files to Read First" section
    - Read the project's `CLAUDE.md` for build/lint commands and conventions
@@ -31,13 +31,13 @@ Steps MUST be implemented in order. Each step lists its prerequisites.
 
 | Step | Title | Status |
 |------|-------|--------|
-| 1 | Extract shared `useAIChat` hook | [ ] |
-| 2 | Create section registry + `FloatingChatContext` | [ ] |
-| 3 | Create double-click hook | [ ] |
-| 4 | Build `FloatingChat` component | [ ] |
-| 5 | Add `ai:action` IPC side-channel | [ ] |
-| 6 | Pass `uiContext` through to the AI | [ ] |
-| 7 | Implement morph animation (FLIP) | [ ] |
+| 1 | Extract shared `useAIChat` hook | [x] 2026-02-27 |
+| 2 | Create section registry + `FloatingChatContext` | [x] 2026-02-27 |
+| 3 | Create double-click hook | [x] 2026-02-27 |
+| 4 | Build `FloatingChat` component | [x] 2026-02-27 |
+| 5 | Add `ai:action` IPC side-channel | [x] 2026-02-28 |
+| 6 | Pass `uiContext` through to the AI | [x] 2026-02-28 |
+| 7 | Implement morph animation (FLIP) | [x] 2026-02-28 |
 | 8a | Page interactions — Project Detail | [ ] |
 | 8b | Page interactions — Tasks page | [ ] |
 | 8c | Page interactions — Timeline page | [ ] |
@@ -56,7 +56,7 @@ A partial implementation of Step 1 already exists:
 
 ## Step 1: Extract Shared `useAIChat` Hook
 
-**Status**: [ ]
+**Status**: [x] 2026-02-27
 **Prerequisites**: None
 **Creates**: Nothing new (hook file already exists at `src/renderer/hooks/useAIChat.ts`)
 **Modifies**: `src/renderer/components/ai/AIChatPanel.tsx`
@@ -142,7 +142,7 @@ Refactor `AIChatPanel.tsx` to consume `useAIChat` instead of managing chat state
 
 ## Step 2: Create Section Registry + `FloatingChatContext`
 
-**Status**: [ ]
+**Status**: [x] 2026-02-27
 **Prerequisites**: Step 1 completed
 **Creates**: `src/renderer/context/FloatingChatContext.tsx`
 **Modifies**: `src/renderer/components/layout/AppShell.tsx`
@@ -355,7 +355,7 @@ return (
 
 ## Step 3: Create Double-Click Hook
 
-**Status**: [ ]
+**Status**: [x] 2026-02-27
 **Prerequisites**: Step 2 completed
 **Creates**: `src/renderer/hooks/useDoubleClickAI.ts`
 **Modifies**: `src/renderer/components/layout/AppShell.tsx` (add hook call)
@@ -452,7 +452,7 @@ function AppShellInner({ children }: AppShellProps) {
 
 ## Step 4: Build `FloatingChat` Component
 
-**Status**: [ ]
+**Status**: [x] 2026-02-27
 **Prerequisites**: Steps 1-3 completed
 **Creates**: `src/renderer/components/ai/FloatingChat.tsx`
 **Modifies**: `src/renderer/components/layout/AppShell.tsx` (render the portal)
@@ -642,7 +642,7 @@ Use these existing patterns from the codebase:
 
 ## Step 5: Add `ai:action` IPC Side-Channel
 
-**Status**: [ ]
+**Status**: [x] (2026-02-28)
 **Prerequisites**: Step 4 completed
 **Modifies**:
 - `src/preload/trpc.ts`
@@ -740,7 +740,7 @@ currentSender = sender;
 
 ## Step 6: Pass `uiContext` Through to the AI
 
-**Status**: [ ]
+**Status**: [x] (2026-02-28)
 **Prerequisites**: Step 5 completed
 **Modifies**:
 - `src/main/router/index.ts` (line ~550-556)
@@ -959,7 +959,7 @@ const { state: floatingState } = useFloatingChat();
 
 ## Step 8a: Page Interactions — Project Detail
 
-**Status**: [ ]
+**Status**: [x] (2026-02-28)
 **Prerequisites**: Steps 1-4 completed
 **Modifies**: `src/renderer/components/projects/ProjectDetail.tsx`
 
@@ -1022,7 +1022,7 @@ Repeat for all 4 sections.
 
 ## Step 8b: Page Interactions — Tasks Page
 
-**Status**: [ ]
+**Status**: [x] (2026-02-28)
 **Prerequisites**: Steps 1-4 completed
 **Modifies**: `src/renderer/routes/tasks.tsx`
 
@@ -1055,7 +1055,7 @@ Same pattern as 8a — create refs, add `data-ai-section` attributes, register i
 
 ## Step 8c: Page Interactions — Timeline Page
 
-**Status**: [ ]
+**Status**: [x] (2026-02-28)
 **Prerequisites**: Steps 1-4 completed
 **Modifies**: `src/renderer/routes/timeline.tsx`
 
@@ -1082,7 +1082,7 @@ Register 1 section:
 
 ## Step 8d: Page Interactions — Notes Page (Milkdown)
 
-**Status**: [ ]
+**Status**: [x] (2026-02-28)
 **Prerequisites**: Steps 1-4 completed
 **Modifies**: `src/renderer/routes/notes.$noteId.tsx`
 

knip.json

@@ -0,0 +1,22 @@
+{
+  "$schema": "https://unpkg.com/knip@5/schema.json",
+  "tags": ["-lintignore"],
+  "entry": [
+    "src/main/index.ts",
+    "src/preload/index.ts",
+    "src/preload/trpc.ts",
+    "forge.config.ts",
+    "vite.main.config.mts",
+    "vite.preload.config.mts",
+    "vite.renderer.config.mts"
+  ],
+  "ignoreDependencies": [
+    "postcss",
+    "@electron-forge/shared-types",
+    "@milkdown/plugin-upload",
+    "@milkdown/prose"
+  ],
+  "ignore": [
+    "src/renderer/components/ui/**"
+  ]
+}

package-lock.json

@@ -17,7 +17,6 @@
         "@langchain/langgraph": "^1.1.5",
         "@langchain/openai": "^1.2.9",
         "@milkdown/crepe": "^7.18.0",
-        "@milkdown/kit": "^7.18.0",
         "@tailwindcss/typography": "^0.5.19",
         "@tailwindcss/vite": "^4.2.0",
         "@tanstack/react-query": "^5.90.21",
@@ -59,6 +58,7 @@
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         "@types/better-sqlite3": "^7.6.13",
         "@types/electron-squirrel-startup": "^1.0.2",
+        "@types/node": "^25.3.3",
         "@types/react": "^19.2.14",
         "@types/react-dom": "^19.2.3",
         "@typescript-eslint/eslint-plugin": "^5.62.0",
@@ -69,6 +69,7 @@
         "eslint": "^8.57.1",
         "eslint-import-resolver-typescript": "^4.4.4",
         "eslint-plugin-import": "^2.32.0",
+        "knip": "^5.85.0",
         "postcss": "^8.5.6",
         "shadcn": "^3.8.5",
         "tailwindcss": "^4.2.0",
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+      "optional": true,
+      "os": [
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+      "resolved": "https://registry.npmjs.org/@oxc-resolver/binding-openharmony-arm64/-/binding-openharmony-arm64-11.19.1.tgz",
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+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
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+      ]
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+      "resolved": "https://registry.npmjs.org/@oxc-resolver/binding-wasm32-wasi/-/binding-wasm32-wasi-11.19.1.tgz",
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+      "cpu": [
+        "wasm32"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "dependencies": {
+        "@napi-rs/wasm-runtime": "^1.1.1"
+      },
+      "engines": {
+        "node": ">=14.0.0"
+      }
+    },
+    "node_modules/@oxc-resolver/binding-wasm32-wasi/node_modules/@napi-rs/wasm-runtime": {
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+      "resolved": "https://registry.npmjs.org/@napi-rs/wasm-runtime/-/wasm-runtime-1.1.1.tgz",
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+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "dependencies": {
+        "@emnapi/core": "^1.7.1",
+        "@emnapi/runtime": "^1.7.1",
+        "@tybys/wasm-util": "^0.10.1"
+      },
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/Brooooooklyn"
+      }
+    },
+    "node_modules/@oxc-resolver/binding-win32-arm64-msvc": {
+      "version": "11.19.1",
+      "resolved": "https://registry.npmjs.org/@oxc-resolver/binding-win32-arm64-msvc/-/binding-win32-arm64-msvc-11.19.1.tgz",
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+      "cpu": [
+        "arm64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ]
+    },
+    "node_modules/@oxc-resolver/binding-win32-ia32-msvc": {
+      "version": "11.19.1",
+      "resolved": "https://registry.npmjs.org/@oxc-resolver/binding-win32-ia32-msvc/-/binding-win32-ia32-msvc-11.19.1.tgz",
+      "integrity": "sha512-EW+ND5q2Tl+a3pH81l1QbfgbF3HmqgwLfDfVithRFheac8OTcnbXt/JxqD2GbDkb7xYEqy1zNaVFRr3oeG8npA==",
+      "cpu": [
+        "ia32"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ]
+    },
+    "node_modules/@oxc-resolver/binding-win32-x64-msvc": {
+      "version": "11.19.1",
+      "resolved": "https://registry.npmjs.org/@oxc-resolver/binding-win32-x64-msvc/-/binding-win32-x64-msvc-11.19.1.tgz",
+      "integrity": "sha512-6hIU3RQu45B+VNTY4Ru8ppFwjVS/S5qwYyGhBotmjxfEKk41I2DlGtRfGJndZ5+6lneE2pwloqunlOyZuX/XAw==",
+      "cpu": [
+        "x64"
+      ],
+      "dev": true,
+      "license": "MIT",
+      "optional": true,
+      "os": [
+        "win32"
+      ]
+    },
     "node_modules/@radix-ui/number": {
       "version": "1.1.1",
       "resolved": "https://registry.npmjs.org/@radix-ui/number/-/number-1.1.1.tgz",
@@ -7934,9 +8235,9 @@
       }
     },
     "node_modules/@types/node": {
-      "version": "25.3.0",
-      "resolved": "https://registry.npmjs.org/@types/node/-/node-25.3.0.tgz",
-      "integrity": "sha512-4K3bqJpXpqfg2XKGK9bpDTc6xO/xoUP/RBWS7AtRMug6zZFaRekiLzjVtAoZMquxoAbzBvy5nxQ7veS5eYzf8A==",
+      "version": "25.3.3",
+      "resolved": "https://registry.npmjs.org/@types/node/-/node-25.3.3.tgz",
+      "integrity": "sha512-DpzbrH7wIcBaJibpKo9nnSQL0MTRdnWttGyE5haGwK86xgMOkFLp7vEyfQPGLOJh5wNYiJ3V9PmUMDhV9u8kkQ==",
       "devOptional": true,
       "license": "MIT",
       "dependencies": {
@@ -13488,6 +13789,16 @@
         "reusify": "^1.0.4"
       }
     },
+    "node_modules/fd-package-json": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/fd-package-json/-/fd-package-json-2.0.0.tgz",
+      "integrity": "sha512-jKmm9YtsNXN789RS/0mSzOC1NUq9mkVd65vbSSVsKdjGvYXBuE4oWe2QOEoFeRmJg+lPuZxpmrfFclNhoRMneQ==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "walk-up-path": "^4.0.0"
+      }
+    },
     "node_modules/fd-slicer": {
       "version": "1.1.0",
       "resolved": "https://registry.npmjs.org/fd-slicer/-/fd-slicer-1.1.0.tgz",
@@ -13758,6 +14069,22 @@
         "node": ">= 6"
       }
     },
+    "node_modules/formatly": {
+      "version": "0.3.0",
+      "resolved": "https://registry.npmjs.org/formatly/-/formatly-0.3.0.tgz",
+      "integrity": "sha512-9XNj/o4wrRFyhSMJOvsuyMwy8aUfBaZ1VrqHVfohyXf0Sw0e+yfKG+xZaY3arGCOMdwFsqObtzVOc1gU9KiT9w==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "fd-package-json": "^2.0.0"
+      },
+      "bin": {
+        "formatly": "bin/index.mjs"
+      },
+      "engines": {
+        "node": ">=18.3.0"
+      }
+    },
     "node_modules/formdata-polyfill": {
       "version": "4.0.10",
       "resolved": "https://registry.npmjs.org/formdata-polyfill/-/formdata-polyfill-4.0.10.tgz",
@@ -15711,6 +16038,74 @@
         "node": ">=6"
       }
     },
+    "node_modules/knip": {
+      "version": "5.85.0",
+      "resolved": "https://registry.npmjs.org/knip/-/knip-5.85.0.tgz",
+      "integrity": "sha512-V2kyON+DZiYdNNdY6GALseiNCwX7dYdpz9Pv85AUn69Gk0UKCts+glOKWfe5KmaMByRjM9q17Mzj/KinTVOyxg==",
+      "dev": true,
+      "funding": [
+        {
+          "type": "github",
+          "url": "https://github.com/sponsors/webpro"
+        },
+        {
+          "type": "opencollective",
+          "url": "https://opencollective.com/knip"
+        }
+      ],
+      "license": "ISC",
+      "dependencies": {
+        "@nodelib/fs.walk": "^1.2.3",
+        "fast-glob": "^3.3.3",
+        "formatly": "^0.3.0",
+        "jiti": "^2.6.0",
+        "js-yaml": "^4.1.1",
+        "minimist": "^1.2.8",
+        "oxc-resolver": "^11.15.0",
+        "picocolors": "^1.1.1",
+        "picomatch": "^4.0.1",
+        "smol-toml": "^1.5.2",
+        "strip-json-comments": "5.0.3",
+        "zod": "^4.1.11"
+      },
+      "bin": {
+        "knip": "bin/knip.js",
+        "knip-bun": "bin/knip-bun.js"
+      },
+      "engines": {
+        "node": ">=18.18.0"
+      },
+      "peerDependencies": {
+        "@types/node": ">=18",
+        "typescript": ">=5.0.4 <7"
+      }
+    },
+    "node_modules/knip/node_modules/picomatch": {
+      "version": "4.0.3",
+      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
+      "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">=12"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/jonschlinkert"
+      }
+    },
+    "node_modules/knip/node_modules/strip-json-comments": {
+      "version": "5.0.3",
+      "resolved": "https://registry.npmjs.org/strip-json-comments/-/strip-json-comments-5.0.3.tgz",
+      "integrity": "sha512-1tB5mhVo7U+ETBKNf92xT4hrQa3pm0MZ0PQvuDnWgAAGHDsfp4lPSpiS6psrSiet87wyGPh9ft6wmhOMQ0hDiw==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">=14.16"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
     "node_modules/langsmith": {
       "version": "0.5.6",
       "resolved": "https://registry.npmjs.org/langsmith/-/langsmith-0.5.6.tgz",
@@ -18270,6 +18665,38 @@
         "url": "https://github.com/sponsors/ljharb"
       }
     },
+    "node_modules/oxc-resolver": {
+      "version": "11.19.1",
+      "resolved": "https://registry.npmjs.org/oxc-resolver/-/oxc-resolver-11.19.1.tgz",
+      "integrity": "sha512-qE/CIg/spwrTBFt5aKmwe3ifeDdLfA2NESN30E42X/lII5ClF8V7Wt6WIJhcGZjp0/Q+nQ+9vgxGk//xZNX2hg==",
+      "dev": true,
+      "license": "MIT",
+      "funding": {
+        "url": "https://github.com/sponsors/Boshen"
+      },
+      "optionalDependencies": {
+        "@oxc-resolver/binding-android-arm-eabi": "11.19.1",
+        "@oxc-resolver/binding-android-arm64": "11.19.1",
+        "@oxc-resolver/binding-darwin-arm64": "11.19.1",
+        "@oxc-resolver/binding-darwin-x64": "11.19.1",
+        "@oxc-resolver/binding-freebsd-x64": "11.19.1",
+        "@oxc-resolver/binding-linux-arm-gnueabihf": "11.19.1",
+        "@oxc-resolver/binding-linux-arm-musleabihf": "11.19.1",
+        "@oxc-resolver/binding-linux-arm64-gnu": "11.19.1",
+        "@oxc-resolver/binding-linux-arm64-musl": "11.19.1",
+        "@oxc-resolver/binding-linux-ppc64-gnu": "11.19.1",
+        "@oxc-resolver/binding-linux-riscv64-gnu": "11.19.1",
+        "@oxc-resolver/binding-linux-riscv64-musl": "11.19.1",
+        "@oxc-resolver/binding-linux-s390x-gnu": "11.19.1",
+        "@oxc-resolver/binding-linux-x64-gnu": "11.19.1",
+        "@oxc-resolver/binding-linux-x64-musl": "11.19.1",
+        "@oxc-resolver/binding-openharmony-arm64": "11.19.1",
+        "@oxc-resolver/binding-wasm32-wasi": "11.19.1",
+        "@oxc-resolver/binding-win32-arm64-msvc": "11.19.1",
+        "@oxc-resolver/binding-win32-ia32-msvc": "11.19.1",
+        "@oxc-resolver/binding-win32-x64-msvc": "11.19.1"
+      }
+    },
     "node_modules/p-cancelable": {
       "version": "2.1.1",
       "resolved": "https://registry.npmjs.org/p-cancelable/-/p-cancelable-2.1.1.tgz",
@@ -21397,6 +21824,19 @@
         "npm": ">= 3.0.0"
       }
     },
+    "node_modules/smol-toml": {
+      "version": "1.6.0",
+      "resolved": "https://registry.npmjs.org/smol-toml/-/smol-toml-1.6.0.tgz",
+      "integrity": "sha512-4zemZi0HvTnYwLfrpk/CF9LOd9Lt87kAt50GnqhMpyF9U3poDAP2+iukq2bZsO/ufegbYehBkqINbsWxj4l4cw==",
+      "dev": true,
+      "license": "BSD-3-Clause",
+      "engines": {
+        "node": ">= 18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/cyyynthia"
+      }
+    },
     "node_modules/socks": {
       "version": "2.8.7",
       "resolved": "https://registry.npmjs.org/socks/-/socks-2.8.7.tgz",
@@ -23646,6 +24086,16 @@
       "integrity": "sha512-dpojBhNsCNN7T82Tm7k26A6G9ML3NkhDsnw9n/eoxSRlVBB4CEtIQ/KTCLI2Fwf3ataSXRhYFkQi3SlnFwPvPQ==",
       "license": "MIT"
     },
+    "node_modules/walk-up-path": {
+      "version": "4.0.0",
+      "resolved": "https://registry.npmjs.org/walk-up-path/-/walk-up-path-4.0.0.tgz",
+      "integrity": "sha512-3hu+tD8YzSLGuFYtPRb48vdhKMi0KQV5sn+uWr8+7dMEq/2G/dtLrdDinkLjqq5TIbIBjYJ4Ax/n3YiaW7QM8A==",
+      "dev": true,
+      "license": "ISC",
+      "engines": {
+        "node": "20 || >=22"
+      }
+    },
     "node_modules/watchpack": {
       "version": "2.5.1",
       "resolved": "https://registry.npmjs.org/watchpack/-/watchpack-2.5.1.tgz",

package.json

@@ -10,7 +10,8 @@
     "package": "electron-forge package",
     "make": "electron-forge make",
     "publish": "electron-forge publish",
-    "lint": "eslint --ext .ts,.tsx ."
+    "lint": "eslint --ext .ts,.tsx .",
+    "knip": "knip"
   },
   "keywords": [],
   "author": "rmusso",
@@ -28,6 +29,7 @@
     "@tanstack/router-vite-plugin": "^1.161.1",
     "@types/better-sqlite3": "^7.6.13",
     "@types/electron-squirrel-startup": "^1.0.2",
+    "@types/node": "^25.3.3",
     "@types/react": "^19.2.14",
     "@types/react-dom": "^19.2.3",
     "@typescript-eslint/eslint-plugin": "^5.62.0",
@@ -38,6 +40,7 @@
     "eslint": "^8.57.1",
     "eslint-import-resolver-typescript": "^4.4.4",
     "eslint-plugin-import": "^2.32.0",
+    "knip": "^5.85.0",
     "postcss": "^8.5.6",
     "shadcn": "^3.8.5",
     "tailwindcss": "^4.2.0",
@@ -53,7 +56,6 @@
     "@langchain/langgraph": "^1.1.5",
     "@langchain/openai": "^1.2.9",
     "@milkdown/crepe": "^7.18.0",
-    "@milkdown/kit": "^7.18.0",
     "@tailwindcss/typography": "^0.5.19",
     "@tailwindcss/vite": "^4.2.0",
     "@tanstack/react-query": "^5.90.21",

scripts/ralph/CLAUDE.md

@@ -1,105 +0,0 @@
-# Ralph Agent Instructions
-
-You are an autonomous coding agent working on a software project.
-
-## Your Task
-
-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)
-3. Read the progress log at `progress.txt` (check Codebase Patterns section first)
-4. Check you're on the correct branch from PRD `branchName`. If not, check it out or create from main.
-5. Pick the **highest priority** user story where `passes: false`
-6. Implement that single user story
-7. Run quality checks (e.g., typecheck, lint, test - use whatever your project requires)
-8. Update CLAUDE.md files if you discover reusable patterns (see below)
-9. If checks pass, commit ALL changes with message: `feat: [Story ID] - [Story Title]`
-10. Update the PRD to set `passes: true` for the completed story
-11. Append your progress to `progress.txt`
-
-## Progress Report Format
-
-APPEND to progress.txt (never replace, always append):
-```
-## [Date/Time] - [Story ID]
-- What was implemented
-- Files changed
-- **Learnings for future iterations:**
-  - Patterns discovered (e.g., "this codebase uses X for Y")
-  - Gotchas encountered (e.g., "don't forget to update Z when changing W")
-  - Useful context (e.g., "the evaluation panel is in component X")
----
-```
-
-The learnings section is critical - it helps future iterations avoid repeating mistakes and understand the codebase better.
-
-## Consolidate Patterns
-
-If you discover a **reusable pattern** that future iterations should know, add it to the `## Codebase Patterns` section at the TOP of progress.txt (create it if it doesn't exist). This section should consolidate the most important learnings:
-
-```
-## Codebase Patterns
-- Example: Use `sql<number>` template for aggregations
-- Example: Always use `IF NOT EXISTS` for migrations
-- Example: Export types from actions.ts for UI components
-```
-
-Only add patterns that are **general and reusable**, not story-specific details.
-
-## Update CLAUDE.md Files
-
-Before committing, check if any edited files have learnings worth preserving in nearby CLAUDE.md files:
-
-1. **Identify directories with edited files** - Look at which directories you modified
-2. **Check for existing CLAUDE.md** - Look for CLAUDE.md in those directories or parent directories
-3. **Add valuable learnings** - If you discovered something future developers/agents should know:
-   - API patterns or conventions specific to that module
-   - Gotchas or non-obvious requirements
-   - Dependencies between files
-   - Testing approaches for that area
-   - Configuration or environment requirements
-
-**Examples of good CLAUDE.md additions:**
-- "When modifying X, also update Y to keep them in sync"
-- "This module uses pattern Z for all API calls"
-- "Tests require the dev server running on PORT 3000"
-- "Field names must match the template exactly"
-
-**Do NOT add:**
-- Story-specific implementation details
-- Temporary debugging notes
-- Information already in progress.txt
-
-Only update CLAUDE.md if you have **genuinely reusable knowledge** that would help future work in that directory.
-
-## Quality Requirements
-
-- ALL commits must pass your project's quality checks (typecheck, lint, test)
-- Do NOT commit broken code
-- Keep changes focused and minimal
-- Follow existing code patterns
-
-## Browser Testing (If Available)
-
-For any story that changes UI, verify it works in the browser if you have browser testing tools configured (e.g., via MCP):
-
-1. Navigate to the relevant page
-2. Verify the UI changes work as expected
-3. Take a screenshot if helpful for the progress log
-
-If no browser tools are available, note in your progress report that manual browser verification is needed.
-
-## Stop Condition
-
-After completing a user story, check if ALL stories have `passes: true`.
-
-If ALL stories are complete and passing, reply with:
-<promise>COMPLETE</promise>
-
-If there are still stories with `passes: false`, end your response normally (another iteration will pick up the next story).
-
-## Important
-
-- Work on ONE story per iteration
-- Commit frequently
-- Keep CI green
-- Read the Codebase Patterns section in progress.txt before starting

scripts/ralph/ralph.sh

@@ -1,113 +0,0 @@
-#!/bin/bash
-# Ralph Wiggum - Long-running AI agent loop
-# Usage: ./ralph.sh [--tool amp|claude] [max_iterations]
-
-set -e
-
-# Parse arguments
-TOOL="claude"  # Default to claude for backwards compatibility
-MAX_ITERATIONS=10
-
-while [[ $# -gt 0 ]]; do
-  case $1 in
-    --tool)
-      TOOL="$2"
-      shift 2
-      ;;
-    --tool=*)
-      TOOL="${1#*=}"
-      shift
-      ;;
-    *)
-      # Assume it's max_iterations if it's a number
-      if [[ "$1" =~ ^[0-9]+$ ]]; then
-        MAX_ITERATIONS="$1"
-      fi
-      shift
-      ;;
-  esac
-done
-
-# Validate tool choice
-if [[ "$TOOL" != "amp" && "$TOOL" != "claude" ]]; then
-  echo "Error: Invalid tool '$TOOL'. Must be 'amp' or 'claude'."
-  exit 1
-fi
-SCRIPT_DIR="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)"
-PRD_FILE="$SCRIPT_DIR/prd.json"
-PROGRESS_FILE="$SCRIPT_DIR/progress.txt"
-ARCHIVE_DIR="$SCRIPT_DIR/archive"
-LAST_BRANCH_FILE="$SCRIPT_DIR/.last-branch"
-
-# Archive previous run if branch changed
-if [ -f "$PRD_FILE" ] && [ -f "$LAST_BRANCH_FILE" ]; then
-  CURRENT_BRANCH=$(jq -r '.branchName // empty' "$PRD_FILE" 2>/dev/null || echo "")
-  LAST_BRANCH=$(cat "$LAST_BRANCH_FILE" 2>/dev/null || echo "")
-  
-  if [ -n "$CURRENT_BRANCH" ] && [ -n "$LAST_BRANCH" ] && [ "$CURRENT_BRANCH" != "$LAST_BRANCH" ]; then
-    # Archive the previous run
-    DATE=$(date +%Y-%m-%d)
-    # Strip "ralph/" prefix from branch name for folder
-    FOLDER_NAME=$(echo "$LAST_BRANCH" | sed 's|^ralph/||')
-    ARCHIVE_FOLDER="$ARCHIVE_DIR/$DATE-$FOLDER_NAME"
-    
-    echo "Archiving previous run: $LAST_BRANCH"
-    mkdir -p "$ARCHIVE_FOLDER"
-    [ -f "$PRD_FILE" ] && cp "$PRD_FILE" "$ARCHIVE_FOLDER/"
-    [ -f "$PROGRESS_FILE" ] && cp "$PROGRESS_FILE" "$ARCHIVE_FOLDER/"
-    echo "   Archived to: $ARCHIVE_FOLDER"
-    
-    # Reset progress file for new run
-    echo "# Ralph Progress Log" > "$PROGRESS_FILE"
-    echo "Started: $(date)" >> "$PROGRESS_FILE"
-    echo "---" >> "$PROGRESS_FILE"
-  fi
-fi
-
-# Track current branch
-if [ -f "$PRD_FILE" ]; then
-  CURRENT_BRANCH=$(jq -r '.branchName // empty' "$PRD_FILE" 2>/dev/null || echo "")
-  if [ -n "$CURRENT_BRANCH" ]; then
-    echo "$CURRENT_BRANCH" > "$LAST_BRANCH_FILE"
-  fi
-fi
-
-# Initialize progress file if it doesn't exist
-if [ ! -f "$PROGRESS_FILE" ]; then
-  echo "# Ralph Progress Log" > "$PROGRESS_FILE"
-  echo "Started: $(date)" >> "$PROGRESS_FILE"
-  echo "---" >> "$PROGRESS_FILE"
-fi
-
-echo "Starting Ralph - Tool: $TOOL - Max iterations: $MAX_ITERATIONS"
-
-for i in $(seq 1 $MAX_ITERATIONS); do
-  echo ""
-  echo "==============================================================="
-  echo "  Ralph Iteration $i of $MAX_ITERATIONS ($TOOL)"
-  echo "==============================================================="
-
-  # Run the selected tool with the ralph prompt
-  if [[ "$TOOL" == "amp" ]]; then
-    OUTPUT=$(cat "$SCRIPT_DIR/prompt.md" | amp --dangerously-allow-all 2>&1 | tee /dev/stderr) || true
-  else
-    # Claude Code: use --dangerously-skip-permissions for autonomous operation, --print for output
-    OUTPUT=$(claude --dangerously-skip-permissions --print < "$SCRIPT_DIR/CLAUDE.md" 2>&1 | tee /dev/stderr) || true
-  fi
-  
-  # Check for completion signal
-  if echo "$OUTPUT" | grep -q "<promise>COMPLETE</promise>"; then
-    echo ""
-    echo "Ralph completed all tasks!"
-    echo "Completed at iteration $i of $MAX_ITERATIONS"
-    exit 0
-  fi
-  
-  echo "Iteration $i complete. Continuing..."
-  sleep 2
-done
-
-echo ""
-echo "Ralph reached max iterations ($MAX_ITERATIONS) without completing all tasks."
-echo "Check $PROGRESS_FILE for status."
-exit 1

src/main/ai/orchestrator.ts

@@ -24,18 +24,22 @@ import { searchNotes, type SearchResult } from '../db/vectordb';
 const TOOL_CALLING_PROVIDERS = new Set(['openai', 'anthropic', 'copilot']);
 
 const AI_STREAM_CHANNEL = 'ai:stream';
+const AI_ACTION_CHANNEL = 'ai:action';
+
+/** Module-level sender ref — set at the start of orchestrate() so tool closures can emit actions. */
+let currentSender: Electron.WebContents | undefined;
 
 // ---------------------------------------------------------------------------
 // Types
 // ---------------------------------------------------------------------------
 
-export interface OrchestrateInput {
+interface OrchestrateInput {
   message: string;
-  context: { type: 'global' | 'project'; projectId?: string };
+  context: { type: 'global' | 'project'; projectId?: string; uiContext?: string };
   sender?: Electron.WebContents;
 }
 
-export interface OrchestrateResult {
+interface OrchestrateResult {
   response: string;
   error?: string;
 }
@@ -185,9 +189,11 @@ function buildProjectTools(projectId: string): StructuredTool[] {
           priority: input.priority ?? 'medium',
           dueDate: input.dueDate ? new Date(input.dueDate).getTime() : null,
           projectId,
+          isAiSuggested: 1,
           createdAt: Date.now(),
         })
         .run();
+      sendAction(currentSender, { type: 'task_created', taskId: id });
       return `Task added: ${input.title}`;
     },
     {
@@ -262,6 +268,7 @@ function buildProjectTools(projectId: string): StructuredTool[] {
             createdAt: Date.now(),
           }).run();
         }
+        sendAction(currentSender, { type: 'checkpoints_suggested', count: parsed.length });
         return jsonStr;
       } catch {
         return '[]';
@@ -311,6 +318,7 @@ function buildProjectTools(projectId: string): StructuredTool[] {
             createdAt: Date.now(),
           }).run();
         }
+        sendAction(currentSender, { type: 'tasks_suggested', count: parsed.length });
         return jsonStr;
       } catch {
         return '[]';
@@ -348,9 +356,11 @@ function buildGlobalTools(): StructuredTool[] {
           priority: input.priority ?? 'medium',
           dueDate: input.dueDate ? new Date(input.dueDate).getTime() : null,
           projectId: input.projectId ?? null,
+          isAiSuggested: 1,
           createdAt: Date.now(),
         })
         .run();
+      sendAction(currentSender, { type: 'task_created', taskId: id });
       return `Task added: ${input.title}`;
     },
     {
@@ -435,7 +445,7 @@ function buildKnowledgeTools(): StructuredTool[] {
 // System prompts
 // ---------------------------------------------------------------------------
 
-function makeProjectAgentPrompt(contextData: string, withTools = true): string {
+function makeProjectAgentPrompt(contextData: string, withTools = true, uiContext?: string): string {
   const toolsSection = withTools ? `
 You also have access to the following tools — use them proactively when appropriate:
 - read_project_notes: Fetch full untruncated note content. Use for detailed note questions.
@@ -454,10 +464,10 @@ ${contextData}
 ${toolsSection}
 Answer the user's question based on this project context. Be concise and helpful.
 When referencing tasks, notes, or checkpoints, mention them by name.
-If you don't have enough information, say so.`;
+If you don't have enough information, say so.${uiContext ? `\nThe user is currently viewing the "${uiContext}" section of the UI.\nIf your response relates to a different section (e.g., user asks about checkpoints while viewing Tasks), prefix your response with [SECTION:<section-id>] where section-id matches one of: project-summary, project-timeline, project-tasks, project-notes, tasks-overview, tasks-list, timeline-chart, note-editor.\nOnly use this prefix when the answer clearly belongs in a different section than where the user currently is.` : ''}`;
 }
 
-function makeGeneralAgentPrompt(contextData: string, withTools = true): string {
+function makeGeneralAgentPrompt(contextData: string, withTools = true, uiContext?: string): string {
   const toolsSection = withTools ? `
 You also have access to the following tools — use them proactively when appropriate:
 - add_task: Create a new task. Use whenever the user asks to add, register, or note a to-do item or task.
@@ -471,10 +481,10 @@ You have access to the following workspace data:
 ${contextData}
 ${toolsSection}
 Help the user with their question based on this workspace context. Provide concise, actionable answers.
-When discussing tasks or projects, reference them by name.`;
+When discussing tasks or projects, reference them by name.${uiContext ? `\nThe user is currently viewing the "${uiContext}" section of the UI.\nIf your response relates to a different section (e.g., user asks about checkpoints while viewing Tasks), prefix your response with [SECTION:<section-id>] where section-id matches one of: project-summary, project-timeline, project-tasks, project-notes, tasks-overview, tasks-list, timeline-chart, note-editor.\nOnly use this prefix when the answer clearly belongs in a different section than where the user currently is.` : ''}`;
 }
 
-function makeKnowledgeAgentPrompt(contextData: string, withTools = true): string {
+function makeKnowledgeAgentPrompt(contextData: string, withTools = true, uiContext?: string): string {
   const toolsSection = withTools ? `
 You have access to the following tools — use them proactively:
 - vector_search_all: Performs semantic search across ALL project notes. Always use this tool when the user asks a knowledge question. Pass the user's question (or a refined version) as the query.
@@ -494,7 +504,7 @@ ${contextData}
 ${toolsSection}
 Your primary job is to find and synthesize information from notes across all projects.
 Always use the vector_search_all tool to search for relevant notes before answering.
-If no results are found, say so clearly.`;
+If no results are found, say so clearly.${uiContext ? `\nThe user is currently viewing the "${uiContext}" section of the UI.\nIf your response relates to a different section (e.g., user asks about checkpoints while viewing Tasks), prefix your response with [SECTION:<section-id>] where section-id matches one of: project-summary, project-timeline, project-tasks, project-notes, tasks-overview, tasks-list, timeline-chart, note-editor.\nOnly use this prefix when the answer clearly belongs in a different section than where the user currently is.` : ''}`;
 }
 
 // ---------------------------------------------------------------------------
@@ -505,7 +515,7 @@ const OrchestratorState = Annotation.Root({
   /** The user's original message */
   userMessage: Annotation<string>(),
   /** Chat context (global vs project-scoped) */
-  chatContext: Annotation<{ type: 'global' | 'project'; projectId?: string }>(),
+  chatContext: Annotation<{ type: 'global' | 'project'; projectId?: string; uiContext?: string }>(),
   /** The route chosen by the orchestrator */
   route: Annotation<'project' | 'knowledge' | 'general'>(),
   /** Messages for the specialist agent */
@@ -573,7 +583,8 @@ async function projectAgent(state: State): Promise<Partial<State>> {
   // Including text tool descriptions in the system prompt causes the model to output
   // XML <tool_call> blocks instead of using the SDK's API-level mechanism.
   const includeToolsInPrompt = supportsTools && getActiveProviderName() !== 'copilot';
-  const systemPrompt = makeProjectAgentPrompt(contextData, includeToolsInPrompt);
+  const uiContext = state.chatContext.uiContext;
+  const systemPrompt = makeProjectAgentPrompt(contextData, includeToolsInPrompt, uiContext);
 
   if (!supportsTools) {
     console.log('[Orchestrator] projectAgent: using context-only fallback (no tool support)');
@@ -661,7 +672,8 @@ async function knowledgeAgent(state: State): Promise<Partial<State>> {
 
   const supportsTools = TOOL_CALLING_PROVIDERS.has(getActiveProviderName());
   const includeToolsInPrompt = supportsTools && getActiveProviderName() !== 'copilot';
-  const systemPrompt = makeKnowledgeAgentPrompt(contextData, includeToolsInPrompt);
+  const uiContext = state.chatContext.uiContext;
+  const systemPrompt = makeKnowledgeAgentPrompt(contextData, includeToolsInPrompt, uiContext);
 
   console.log(`[Orchestrator] knowledgeAgent: provider="${getActiveProviderName()}", supportsTools=${supportsTools}`);
 
@@ -739,7 +751,8 @@ async function generalAgent(state: State): Promise<Partial<State>> {
 
   const supportsTools = TOOL_CALLING_PROVIDERS.has(getActiveProviderName());
   const includeToolsInPrompt = supportsTools && getActiveProviderName() !== 'copilot';
-  const systemPrompt = makeGeneralAgentPrompt(contextData, includeToolsInPrompt);
+  const uiContext = state.chatContext.uiContext;
+  const systemPrompt = makeGeneralAgentPrompt(contextData, includeToolsInPrompt, uiContext);
 
   console.log(`[Orchestrator] generalAgent: provider="${getActiveProviderName()}", supportsTools=${supportsTools}`);
 
@@ -849,12 +862,18 @@ function sendStreamChunk(sender: Electron.WebContents | undefined, token: string
   sender.send(AI_STREAM_CHANNEL, { token, done });
 }
 
+function sendAction(sender: Electron.WebContents | undefined, action: { type: string; taskId?: string; count?: number }): void {
+  if (!sender || sender.isDestroyed()) return;
+  sender.send(AI_ACTION_CHANNEL, action);
+}
+
 // ---------------------------------------------------------------------------
 // Orchestrate (public entry point)
 // ---------------------------------------------------------------------------
 
 export async function orchestrate(input: OrchestrateInput): Promise<OrchestrateResult> {
   const { message, context, sender } = input;
+  currentSender = sender;
 
   // Quick check: is an LLM available?
   const llm = await getLLM();

src/main/ai/provider.ts

@@ -33,7 +33,7 @@ export function getActiveProviderName(): string {
 }
 
 /** Switch to a different registered provider. */
-export function setActiveProviderName(name: string): void {
+function setActiveProviderName(name: string): void {
   const provider = providers.get(name);
   if (!provider) throw new Error(`Unknown AI provider: ${name}`);
   activeProvider = provider;

src/main/ai/token.ts

@@ -100,7 +100,7 @@ export async function setToken(providerName: string, token: string): Promise<voi
 }
 
 /** Delete a stored token for the given provider. */
-export async function deleteToken(providerName: string): Promise<boolean> {
+async function deleteToken(providerName: string): Promise<boolean> {
   if (useKeytar()) {
     try {
       return await keytar!.deletePassword(SERVICE_NAME, providerName);

src/main/ipc.ts

@@ -14,7 +14,7 @@ import {
   type AnyRouter,
 } from '@trpc/server';
 
-export const IPC_CHANNEL = 'trpc';
+const IPC_CHANNEL = 'trpc';
 
 /** Context passed to every tRPC procedure via the IPC bridge. */
 export type TRPCContext = {

src/main/router/index.ts

@@ -552,6 +552,7 @@ const aiRouter = router({
       context: z.object({
         type: z.enum(['global', 'project']),
         projectId: z.string().optional(),
+        uiContext: z.string().optional(),
       }),
     }))
     .mutation(async ({ input, ctx }) => {

src/preload/trpc.ts

@@ -20,6 +20,7 @@ contextBridge.exposeInMainWorld('electronTRPC', {
 });
 
 const AI_STREAM_CHANNEL = 'ai:stream';
+const AI_ACTION_CHANNEL = 'ai:action';
 
 contextBridge.exposeInMainWorld('electronAI', {
   /** Subscribe to AI streaming chunks. Returns an unsubscribe function. */
@@ -30,4 +31,13 @@ contextBridge.exposeInMainWorld('electronAI', {
       ipcRenderer.removeListener(AI_STREAM_CHANNEL, handler);
     };
   },
+
+  /** Subscribe to AI action events (task created, suggestions, etc.). Returns unsubscribe. */
+  onAction: (cb: (data: { type: string; taskId?: string; count?: number }) => void) => {
+    const handler = (_event: Electron.IpcRendererEvent, data: { type: string; taskId?: string; count?: number }) => cb(data);
+    ipcRenderer.on(AI_ACTION_CHANNEL, handler);
+    return () => {
+      ipcRenderer.removeListener(AI_ACTION_CHANNEL, handler);
+    };
+  },
 });

src/renderer/components/ai/AIChatPanel.tsx

@@ -1,20 +1,17 @@
-import { useState, useEffect, useRef, useCallback } from 'react';
-import { Sparkles, KeyRound, ArrowUp, ListTodo, TrendingUp, AlertCircle, Lightbulb } from 'lucide-react';
+import { useState, useEffect, useRef, useCallback, useMemo } from 'react';
+import { Sparkles, KeyRound, ArrowUp, ListTodo, TrendingUp, AlertCircle, Lightbulb, ChevronDown, ChevronUp, X } from 'lucide-react';
 import ReactMarkdown from 'react-markdown';
 import remarkGfm from 'remark-gfm';
+import { motion, AnimatePresence } from 'framer-motion';
 import { trpc } from '@/lib/trpc';
-import { Card, CardContent } from '@/components/ui/card';
+import { useAIChat, type ChatContext } from '@/hooks/useAIChat';
 import { Button } from '@/components/ui/button';
-import { Badge } from '@/components/ui/badge';
 import { Skeleton } from '@/components/ui/skeleton';
 import { ScrollArea } from '@/components/ui/scroll-area';
+import { GradualBlur } from '@/components/ui/gradual-blur';
 
-interface ChatMessage {
-  id: string;
-  role: 'user' | 'assistant';
-  content: string;
-  error?: boolean;
-}
+/** Fluid font size for chat messages — scales with viewport width */
+const CHAT_FONT = 'clamp(1.125rem, 1.4vw, 1.375rem)';
 
 const SUGGESTION_CHIPS = [
   { icon: ListTodo, label: "What's on my plate today?" },
@@ -23,21 +20,35 @@ const SUGGESTION_CHIPS = [
   { icon: Lightbulb, label: 'Suggest next actions' },
 ] as const;
 
+function getTimeGreeting(): string {
+  const hour = new Date().getHours();
+  if (hour < 12) return 'Good morning,';
+  if (hour < 17) return 'Good afternoon,';
+  return 'Good evening,';
+}
+
+/* Entrance animation: staggered fade-up */
+const stagger = {
+  hidden: {},
+  show: { transition: { staggerChildren: 0.08 } },
+};
+
+const fadeUp = {
+  hidden: { opacity: 0, y: 16 },
+  show: {
+    opacity: 1,
+    y: 0,
+    transition: { duration: 0.45, ease: [0.25, 0.1, 0.25, 1] as const },
+  },
+};
+
 interface AIChatPanelProps {
   onOpenSettings?: () => void;
-  contextType: 'global' | 'project';
-  projectId?: string;
-  projectName?: string;
-  curtainOpen: boolean;
   isHomePage?: boolean;
 }
 
 export function AIChatPanel({
   onOpenSettings,
-  contextType,
-  projectId,
-  projectName,
-  curtainOpen,
   isHomePage,
 }: AIChatPanelProps) {
   const hasTokenQuery = trpc.ai.hasToken.useQuery();
@@ -46,10 +57,18 @@ export function AIChatPanel({
   const userNameQuery = trpc.settings.getUserName.useQuery(undefined, { enabled: !!isHomePage });
   const dueTodayQuery = trpc.tasks.dueToday.useQuery(undefined, { enabled: !!isHomePage });
 
-  const [messages, setMessages] = useState<ChatMessage[]>([]);
-  const [input, setInput] = useState('');
-  const [isStreaming, setIsStreaming] = useState(false);
-  const [streamingContent, setStreamingContent] = useState('');
+  const chatContext = useMemo<ChatContext>(
+    () => ({ type: 'global' as const }),
+    [],
+  );
+  const {
+    messages,
+    input,
+    setInput,
+    isStreaming,
+    streamingContent,
+    handleSend: chatHandleSend,
+  } = useAIChat(chatContext);
 
   // Daily brief state (home page only)
   const [dailyBrief, setDailyBrief] = useState<string | null>(null);
@@ -57,30 +76,50 @@ export function AIChatPanel({
   const briefContentRef = useRef('');
   const hasFiredBrief = useRef(false);
 
+  const [briefExpanded, setBriefExpanded] = useState(false);
+  const [briefDismissed, setBriefDismissed] = useState(false);
+
   const messagesContainerRef = useRef<HTMLDivElement | null>(null);
 
-  const streamingContentRef = useRef('');
-  const chatMutation = trpc.ai.chat.useMutation();
+  // --- Scroll-to-user-message + shrinking placeholder ---
+  const lastUserMsgRef = useRef<HTMLDivElement | null>(null);
+  const [streamingEl, setStreamingEl] = useState<HTMLDivElement | null>(null);
+  const [placeholderHeight, setPlaceholderHeight] = useState<number | null>(null);
+  const initialPlaceholderRef = useRef(0);
+  const pendingScrollRef = useRef(false);
+
   const briefMutation = trpc.ai.dailyBrief.useMutation();
 
-  const scrollToBottom = useCallback(() => {
-    const el = messagesContainerRef.current;
-    if (el) el.scrollTo({ top: el.scrollHeight });
-  }, []);
-
-  // Reset input when curtain closes; scroll to bottom when it reopens
+  // When the user message appears in the list, set the placeholder and scroll it to the top
   useEffect(() => {
-    if (!curtainOpen) {
-      setInput('');
-    } else {
-      setTimeout(scrollToBottom, 50);
-    }
-  }, [curtainOpen, scrollToBottom]);
+    if (!pendingScrollRef.current) return;
+    const lastMsg = messages[messages.length - 1];
+    if (!lastMsg || lastMsg.role !== 'user') return;
 
-  // Auto-scroll when messages change or streaming content updates
+    pendingScrollRef.current = false;
+    const ph = Math.round(window.innerHeight * 0.71);
+    initialPlaceholderRef.current = ph;
+    setPlaceholderHeight(ph);
+
+    // Double-rAF: wait for the placeholder div to actually paint before scrolling
+    requestAnimationFrame(() => {
+      requestAnimationFrame(() => {
+        lastUserMsgRef.current?.scrollIntoView({ block: 'start', behavior: 'smooth' });
+      });
+    });
+  }, [messages]);
+
+  // Shrink placeholder in real-time as AI streaming content grows
   useEffect(() => {
-    scrollToBottom();
-  }, [messages, streamingContent, scrollToBottom]);
+    if (!isStreaming || !streamingEl) return;
+    const MIN_PADDING = 80;
+    const observer = new ResizeObserver(() => {
+      const contentHeight = streamingEl.getBoundingClientRect().height;
+      setPlaceholderHeight(Math.max(MIN_PADDING, initialPlaceholderRef.current - contentHeight));
+    });
+    observer.observe(streamingEl);
+    return () => observer.disconnect();
+  }, [isStreaming, streamingEl]);
 
   // Auto-fire daily brief on home page
   useEffect(() => {
@@ -116,72 +155,10 @@ export function AIChatPanel({
   }, [isHomePage, hasTokenQuery.data]); // briefMutation excluded — only fire once
 
   const handleSend = useCallback(() => {
-    const trimmed = input.trim();
-    if (!trimmed || isStreaming || briefLoading) return;
-
-    const userMsg: ChatMessage = {
-      id: crypto.randomUUID(),
-      role: 'user',
-      content: trimmed,
-    };
-
-    setMessages((prev) => [...prev, userMsg]);
-    setInput('');
-    setIsStreaming(true);
-    setStreamingContent('');
-    streamingContentRef.current = '';
-
-    const unsubscribe = window.electronAI.onStreamChunk(({ token, done }) => {
-      if (done) {
-        const finalContent = streamingContentRef.current;
-        setMessages((prev) => [
-          ...prev,
-          { id: crypto.randomUUID(), role: 'assistant', content: finalContent },
-        ]);
-        setStreamingContent('');
-        streamingContentRef.current = '';
-        setIsStreaming(false);
-        unsubscribe();
-        return;
-      }
-      streamingContentRef.current += token;
-      setStreamingContent(streamingContentRef.current);
-    });
-
-    chatMutation.mutate(
-      {
-        message: trimmed,
-        context: {
-          type: contextType,
-          ...(contextType === 'project' && projectId ? { projectId } : {}),
-        },
-      },
-      {
-        onSuccess: (data) => {
-          if (data.error) {
-            unsubscribe();
-            setMessages((prev) => [
-              ...prev,
-              { id: crypto.randomUUID(), role: 'assistant', content: data.error!, error: true },
-            ]);
-            setStreamingContent('');
-            streamingContentRef.current = '';
-            setIsStreaming(false);
-          }
-        },
-        onError: (err) => {
-          unsubscribe();
-          setMessages((prev) => [
-            ...prev,
-            { id: crypto.randomUUID(), role: 'assistant', content: err.message || 'An unexpected error occurred.', error: true },
-          ]);
-          setStreamingContent('');
-          streamingContentRef.current = '';
-          setIsStreaming(false);
-        },
-      },
-    );
-  }, [input, isStreaming, briefLoading, contextType, projectId, chatMutation]);
+    if (briefLoading) return;
+    pendingScrollRef.current = true;
+    chatHandleSend();
+  }, [briefLoading, chatHandleSend]);
 
   const handleKeyDown = (e: React.KeyboardEvent<HTMLTextAreaElement>) => {
     if (e.key === 'Enter' && !e.shiftKey) {
@@ -190,92 +167,139 @@ export function AIChatPanel({
     }
   };
 
-  // Smart wheel handler: only stop propagation when there's content to scroll through
-  const handleWheel = useCallback((e: React.WheelEvent) => {
-    const el = messagesContainerRef.current;
-    if (!el) return;
-    const atBottom = el.scrollHeight - el.scrollTop - el.clientHeight < 2;
-    const atTop = el.scrollTop < 2;
-    // Let event propagate to AppShell when at boundaries
-    if ((e.deltaY > 0 && atBottom) || (e.deltaY < 0 && atTop)) return;
-    e.stopPropagation();
-  }, []);
-
-  // No token configured — show settings prompt
-  if (hasTokenQuery.data === false && !isHomePage) {
-    return (
-      <div className="absolute inset-0 z-0 flex flex-col items-center justify-center bg-background">
-        <Card className="max-w-sm">
-          <CardContent className="flex flex-col items-center gap-4 pt-6">
-            <KeyRound size={32} className="text-muted-foreground" />
-            <div className="text-center space-y-1">
-              <p className="text-sm font-medium">AI provider not configured</p>
-              <p className="text-xs text-muted-foreground">
-                Connect your GitHub Copilot token to enable AI-powered features
-                like chat, summaries, and suggestions.
-              </p>
-            </div>
-            <Button variant="outline" size="sm" onClick={onOpenSettings}>
-              Open Settings
-            </Button>
-          </CardContent>
-        </Card>
-      </div>
-    );
-  }
-
   const hasMessages = messages.length > 0 || isStreaming;
 
-  const contextLabel =
-    contextType === 'project' && projectName
-      ? `Chatting about: ${projectName}`
-      : 'Global workspace';
-
   // Derived values for home page
   const dueCount = dueTodayQuery.data?.length ?? 0;
   const userName = userNameQuery.data ?? 'there';
 
   return (
     <div className="absolute inset-0 z-0 flex flex-col bg-background">
-      {/* Context header (non-home) */}
-      {!isHomePage && (
-        <div className="flex items-center gap-2 px-6 pt-4 pb-2">
-          <Badge variant="outline">{contextLabel}</Badge>
+      {/* Sticky brief toast — anchored at top when chatting */}
+      <AnimatePresence>
+        {isHomePage && hasMessages && dailyBrief && !briefDismissed && (
+          <motion.div
+            initial={{ y: -80, opacity: 0 }}
+            animate={{ y: 0, opacity: 1 }}
+            exit={{ y: -80, opacity: 0 }}
+            transition={{ type: 'spring', stiffness: 400, damping: 30 }}
+            className="sticky top-0 z-30 flex justify-center px-4 pt-3 pb-1"
+          >
+            <div className="w-full max-w-2xl rounded-xl border border-border/60 bg-background/80 backdrop-blur-xl shadow-[0_8px_30px_rgba(0,0,0,0.12)] dark:shadow-[0_8px_30px_rgba(0,0,0,0.4)] ring-1 ring-border/10">
+              {/* Toast header — always visible */}
+              <div className="flex items-center gap-2 px-4 py-2.5">
+                <Sparkles size={14} className="text-primary shrink-0" />
+                <span className="text-xs font-semibold tracking-wide text-foreground">Daily Brief</span>
+                <div className="flex-1" />
+                <button
+                  onClick={() => setBriefExpanded((v) => !v)}
+                  aria-label={briefExpanded ? 'Collapse brief' : 'Expand brief'}
+                  className="flex h-6 w-6 items-center justify-center rounded-md text-muted-foreground transition-colors hover:text-foreground hover:bg-muted/60"
+                >
+                  {briefExpanded ? <ChevronUp size={14} /> : <ChevronDown size={14} />}
+                </button>
+                <button
+                  onClick={() => setBriefDismissed(true)}
+                  aria-label="Dismiss brief"
+                  className="flex h-6 w-6 items-center justify-center rounded-md text-muted-foreground transition-colors hover:text-foreground hover:bg-muted/60"
+                >
+                  <X size={14} />
+                </button>
+              </div>
+              {/* Collapsed: one-line preview */}
+              {!briefExpanded && (
+                <div className="px-4 pb-3 -mt-1">
+                  <p className="text-xs text-muted-foreground truncate">
+                    {dailyBrief.replace(/[#*_~`>-]/g, '').slice(0, 120)}...
+                  </p>
                 </div>
               )}
+              {/* Expanded: full brief content */}
+              <AnimatePresence>
+                {briefExpanded && (
+                  <motion.div
+                    initial={{ height: 0, opacity: 0 }}
+                    animate={{ height: 'auto', opacity: 1 }}
+                    exit={{ height: 0, opacity: 0 }}
+                    transition={{ duration: 0.25, ease: [0.25, 0.1, 0.25, 1] }}
+                    className="overflow-hidden"
+                  >
+                    <div className="px-4 pb-3 max-h-64 overflow-y-auto">
+                      <ChatMarkdown content={dailyBrief} />
+                    </div>
+                  </motion.div>
+                )}
+              </AnimatePresence>
+            </div>
+          </motion.div>
+        )}
+      </AnimatePresence>
 
       {/* Scrollable messages area */}
+      <div className="relative flex-1 min-h-0">
+        {/* Gradual blur at the bottom of messages */}
+        {hasMessages && (
+          <GradualBlur
+            position="bottom"
+            strength={0.6}
+            height="4rem"
+            divCount={10}
+            curve="ease-out"
+            opacity={0.8}
+            zIndex={20}
+          />
+        )}
         <ScrollArea
-        className="flex-1 min-h-0"
+          className="h-full"
           viewportRef={messagesContainerRef}
+          scrollbarClassName={hasMessages ? 'z-30' : undefined}
           viewportClassName={
             isHomePage && !hasMessages
               ? '[&>div]:!flex [&>div]:!flex-col [&>div]:!min-h-full [&>div]:!justify-center'
               : '[&>div]:!flex [&>div]:!flex-col [&>div]:!min-h-full [&>div]:!justify-end'
           }
-        onWheel={handleWheel}
         >
         {/* Home page initial state: greeting + brief */}
         {isHomePage && !hasMessages && (
-          <div className="mx-auto w-full max-w-3xl px-6 pt-8 pb-8">
-            <div className="flex flex-col gap-8">
-              {/* Greeting + brief grouped closely */}
-              <div className="flex flex-col gap-1">
-                <div className="flex items-center justify-between gap-4 flex-wrap">
-                  <h1 className="text-[30px] font-semibold" style={{ letterSpacing: '-1px' }}>
-                    ✦ Hello, {userName}
+          <motion.div
+            className="mx-auto w-full max-w-4xl px-8 pt-14 pb-8"
+            variants={stagger}
+            initial="hidden"
+            animate="show"
+          >
+            <div className="flex flex-col" style={{ gap: 'clamp(2.5rem, 4vh, 4rem)' }}>
+              {/* Greeting — editorial hero moment */}
+              <motion.div variants={fadeUp} className="flex flex-col gap-1">
+                <span
+                  className="font-light tracking-wide text-muted-foreground"
+                  style={{ fontSize: 'clamp(1rem, 1.6vw, 1.25rem)' }}
+                >
+                  {getTimeGreeting()}
+                </span>
+                <h1
+                  className="font-bold leading-[1.05]"
+                  style={{ fontSize: 'clamp(3.25rem, 5.5vw, 5.5rem)', letterSpacing: '-0.035em' }}
+                >
+                  {userName}
+                  <span className="text-primary ml-3 inline-block">✦</span>
                 </h1>
-                  <Badge variant="secondary">
-                    {dueCount} Task{dueCount !== 1 ? 's' : ''} due
-                  </Badge>
-                </div>
+                {dueCount > 0 && (
+                  <p
+                    className="text-muted-foreground mt-2"
+                    style={{ fontSize: 'clamp(0.875rem, 1.2vw, 1.125rem)' }}
+                  >
+                    <span className="text-foreground font-medium">{dueCount}</span>
+                    {' '}task{dueCount !== 1 ? 's' : ''} due today
+                  </p>
+                )}
+              </motion.div>
 
               {/* Daily brief */}
-                <div>
+              <motion.div variants={fadeUp} className="max-w-3xl">
                 {hasTokenQuery.data === false ? (
-                  <div className="flex flex-col items-center gap-3 py-2">
-                    <KeyRound size={24} className="text-muted-foreground" />
-                    <p className="text-sm text-muted-foreground text-center">
+                  <div className="flex flex-col items-start gap-3 py-2">
+                    <KeyRound size={20} className="text-muted-foreground" />
+                    <p className="text-muted-foreground" style={{ fontSize: 'clamp(0.9375rem, 1.2vw, 1.0625rem)' }}>
                       Configure your AI provider in Settings to enable the daily brief.
                     </p>
                     <Button variant="outline" size="sm" onClick={onOpenSettings}>
@@ -283,67 +307,68 @@ export function AIChatPanel({
                     </Button>
                   </div>
                 ) : briefLoading && !dailyBrief ? (
-                  <div className="space-y-2">
-                    <Skeleton className="h-4 w-3/4" />
-                    <Skeleton className="h-4 w-1/2" />
-                    <Skeleton className="h-4 w-2/3" />
+                  <div className="space-y-3">
+                    <Skeleton className="h-5 w-3/4" />
+                    <Skeleton className="h-5 w-1/2" />
+                    <Skeleton className="h-5 w-2/3" />
                   </div>
                 ) : dailyBrief ? (
-                  <ChatMarkdown content={dailyBrief} />
+                  <ChatMarkdown content={dailyBrief} size="lg" />
                 ) : (
-                  <p className="text-sm text-muted-foreground">
+                  <p className="text-muted-foreground" style={{ fontSize: 'clamp(0.9375rem, 1.2vw, 1.0625rem)' }}>
                     Your daily brief will appear here.
                   </p>
                 )}
-                </div>
-              </div>
+              </motion.div>
 
-              {/* Inline input + suggestion chips */}
-              <div>
+              {/* Input + suggestion links */}
+              <motion.div variants={fadeUp} className="max-w-3xl">
                 <ChatInput
                   input={input}
                   isStreaming={isStreaming || briefLoading}
                   onInputChange={setInput}
                   onKeyDown={handleKeyDown}
                   onSend={handleSend}
-                  isHomePage={isHomePage}
                 />
-                <div className="flex flex-wrap items-center justify-center gap-2 mt-4">
+                <div className="flex flex-col gap-0.5 mt-5">
                   {SUGGESTION_CHIPS.map((chip) => (
                     <button
                       key={chip.label}
                       type="button"
-                      className="group flex items-center gap-2 rounded-full border border-border/50 bg-background/60 backdrop-blur-lg px-4 py-2 text-sm text-foreground shadow-sm ring-1 ring-border/20 transition-all hover:shadow-md hover:-translate-y-0.5 hover:border-ring/40 cursor-pointer"
+                      className="group flex items-center gap-3 py-1.5 text-muted-foreground transition-all duration-200 hover:text-foreground hover:translate-x-1 cursor-pointer text-left"
+                      style={{ fontSize: 'clamp(0.9375rem, 1.2vw, 1.0625rem)' }}
                       onClick={() => setInput(chip.label)}
                     >
-                      <chip.icon size={14} className="shrink-0 text-muted-foreground transition-colors group-hover:text-foreground" />
+                      <chip.icon
+                        size={16}
+                        className="shrink-0 transition-colors duration-200 group-hover:text-primary"
+                      />
                       <span>{chip.label}</span>
                     </button>
                   ))}
                 </div>
+              </motion.div>
             </div>
-            </div>
-          </div>
+          </motion.div>
         )}
 
         {/* Home page with messages: brief stays, then messages */}
         {isHomePage && hasMessages && (
-          <div className="mx-auto w-full max-w-3xl px-6 pt-8 pb-32">
+          <div className="mx-auto w-full max-w-6xl px-6 pt-8 pb-32">
             <div className="flex flex-col gap-4">
-              {/* Brief persists */}
-              {dailyBrief && (
-                <div className="mb-2">
-                  <ChatMarkdown content={dailyBrief} />
-                </div>
-              )}
-
               {/* Chat messages */}
-              {messages.map((msg) => {
+              {messages.map((msg, idx) => {
+                const isLastMsg = idx === messages.length - 1;
+
                 if (msg.role === 'user') {
                   return (
-                    <div key={msg.id} className="flex justify-end">
+                    <div
+                      key={msg.id}
+                      ref={isLastMsg ? lastUserMsgRef : undefined}
+                      className="flex justify-end"
+                    >
                       <div className="ml-auto max-w-[75%] rounded-2xl bg-muted px-4 py-2">
-                        <ChatMarkdown content={msg.content} />
+                        <ChatMarkdown content={msg.content} fontSize={CHAT_FONT} />
                       </div>
                     </div>
                   );
@@ -352,7 +377,7 @@ export function AIChatPanel({
                 if (msg.error) {
                   return (
                     <div key={msg.id} className="mr-auto max-w-[75%]">
-                      <p className="text-sm text-destructive whitespace-pre-wrap">
+                      <p style={{ fontSize: CHAT_FONT }} className="text-destructive whitespace-pre-wrap">
                         {msg.content}
                       </p>
                     </div>
@@ -363,10 +388,10 @@ export function AIChatPanel({
                   <div key={msg.id} className="mr-auto max-w-[75%]">
                     <div className="flex items-center gap-1.5 mb-1">
                       <Sparkles size={16} className="text-foreground" />
-                      <span className="text-sm font-semibold">Adiuva</span>
+                      <span style={{ fontSize: CHAT_FONT }} className="font-semibold">Adiuva</span>
                     </div>
                     <div className="pl-[22px]">
-                      <ChatMarkdown content={msg.content} />
+                      <ChatMarkdown content={msg.content} fontSize={CHAT_FONT} />
                     </div>
                   </div>
                 );
@@ -374,14 +399,14 @@ export function AIChatPanel({
 
               {/* Streaming AI response */}
               {isStreaming && (
-                <div className="mr-auto max-w-[75%]">
+                <div ref={setStreamingEl} className="mr-auto max-w-[75%]">
                   <div className="flex items-center gap-1.5 mb-1">
                     <Sparkles size={16} className="text-foreground" />
-                    <span className="text-sm font-semibold">Adiuva</span>
+                    <span style={{ fontSize: CHAT_FONT }} className="font-semibold">Adiuva</span>
                   </div>
                   {streamingContent ? (
                     <div className="pl-[22px]">
-                      <ChatMarkdown content={streamingContent} />
+                      <ChatMarkdown content={streamingContent} fontSize={CHAT_FONT} />
                     </div>
                   ) : (
                     <div className="space-y-2 pl-[22px]">
@@ -391,84 +416,36 @@ export function AIChatPanel({
                   )}
                 </div>
               )}
+
+              {/* Placeholder: fills viewport after user message, shrinks as AI responds */}
+              {placeholderHeight !== null && (
+                <div
+                  aria-hidden
+                  style={{
+                    height: placeholderHeight,
+                    transition: 'height 180ms ease-out',
+                    flexShrink: 0,
+                  }}
+                />
+              )}
             </div>
           </div>
         )}
 
         {/* Non-home messages */}
-        {!isHomePage && hasMessages && (
-          <div className="mx-auto w-full max-w-[1088px] px-6 pt-4 pb-32">
-            <div className="flex flex-col gap-4">
-              {messages.map((msg) => {
-                if (msg.role === 'user') {
-                  return (
-                    <div key={msg.id} className="flex justify-end">
-                      <div className="ml-auto max-w-[75%] rounded-2xl bg-muted px-4 py-2">
-                        <ChatMarkdown content={msg.content} />
-                      </div>
-                    </div>
-                  );
-                }
-
-                if (msg.error) {
-                  return (
-                    <div key={msg.id} className="mr-auto max-w-[75%]">
-                      <p className="text-sm text-destructive whitespace-pre-wrap">
-                        {msg.content}
-                      </p>
-                    </div>
-                  );
-                }
-
-                return (
-                  <div key={msg.id} className="mr-auto max-w-[75%]">
-                    <div className="flex items-center gap-1.5 mb-1">
-                      <Sparkles size={16} className="text-foreground" />
-                      <span className="text-sm font-semibold">Adiuva</span>
-                    </div>
-                    <div className="pl-[22px]">
-                      <ChatMarkdown content={msg.content} />
-                    </div>
-                  </div>
-                );
-              })}
-
-              {/* Streaming AI response */}
-              {isStreaming && (
-                <div className="mr-auto max-w-[75%]">
-                  <div className="flex items-center gap-1.5 mb-1">
-                    <Sparkles size={16} className="text-foreground" />
-                    <span className="text-sm font-semibold">Adiuva</span>
-                  </div>
-                  {streamingContent ? (
-                    <div className="pl-[22px]">
-                      <ChatMarkdown content={streamingContent} />
-                    </div>
-                  ) : (
-                    <div className="space-y-2 pl-[22px]">
-                      <Skeleton className="h-4 w-48" />
-                      <Skeleton className="h-4 w-32" />
-                    </div>
-                  )}
-                </div>
-              )}
-            </div>
-          </div>
-        )}
         </ScrollArea>
+      </div>
 
-      {/* Fixed input — pinned to the bottom (hidden on home initial state) */}
-      {!(isHomePage && !hasMessages) && (
-        <div className="absolute bottom-0 left-0 right-0 z-10 px-6 pb-5 pt-16 pointer-events-none">
-          <div className="absolute inset-x-0 top-0 h-full bg-gradient-to-b from-transparent via-background/60 to-background/90" />
-          <div className={`relative pointer-events-auto mx-auto ${isHomePage ? 'max-w-3xl' : 'max-w-[1088px]'}`}>
+      {/* Fixed input — pinned to the bottom, above the blur */}
+      {hasMessages && (
+        <div className="absolute bottom-0 left-0 right-0 z-30 px-6 pb-5 pt-4 pointer-events-none">
+          <div className="relative pointer-events-auto mx-auto max-w-3xl">
             <ChatInput
               input={input}
               isStreaming={isStreaming || briefLoading}
               onInputChange={setInput}
               onKeyDown={handleKeyDown}
               onSend={handleSend}
-              isHomePage={isHomePage}
             />
           </div>
         </div>
@@ -485,7 +462,6 @@ interface ChatInputProps {
   onInputChange: (value: string) => void;
   onKeyDown: (e: React.KeyboardEvent<HTMLTextAreaElement>) => void;
   onSend: () => void;
-  isHomePage?: boolean;
 }
 
 function ChatInput({
@@ -503,6 +479,7 @@ function ChatInput({
           onChange={(e) => onInputChange(e.target.value)}
           onKeyDown={onKeyDown}
           placeholder="Ask me anything..."
+          aria-label="Chat message"
           rows={1}
           className="flex-1 resize-none bg-transparent text-sm placeholder:text-muted-foreground outline-none max-h-[7.5rem] overflow-y-auto"
           style={{ fieldSizing: 'content' } as React.CSSProperties}
@@ -510,6 +487,7 @@ function ChatInput({
         <button
           onClick={onSend}
           disabled={!input.trim() || isStreaming}
+          aria-label="Send message"
           className="flex h-8 w-8 shrink-0 items-center justify-center rounded-lg bg-primary text-primary-foreground shadow-sm transition-all hover:bg-primary/90 active:scale-95 disabled:opacity-40 disabled:cursor-not-allowed disabled:active:scale-100"
         >
           <ArrowUp size={16} />
@@ -521,9 +499,12 @@ function ChatInput({
 
 /* ---------- ChatMarkdown: lightweight markdown renderer ---------- */
 
-function ChatMarkdown({ content }: { content: string }) {
+export function ChatMarkdown({ content, size = 'sm', fontSize }: { content: string; size?: 'sm' | 'lg'; fontSize?: string }) {
   return (
-    <div className="prose prose-sm dark:prose-invert max-w-none [&>*:first-child]:mt-0 [&>*:last-child]:mb-0">
+    <div
+      className={`prose dark:prose-invert max-w-none [&>*:first-child]:mt-0 [&>*:last-child]:mb-0 ${size === 'lg' ? 'prose-base' : 'prose-sm'}`}
+      style={fontSize ? { fontSize } : undefined}
+    >
       <ReactMarkdown
         remarkPlugins={[remarkGfm]}
         components={{

src/renderer/components/ai/FloatingChat.tsx

@@ -0,0 +1,389 @@
+import { useCallback, useEffect, useMemo, useRef } from 'react';
+import { createPortal } from 'react-dom';
+import { AnimatePresence, motion } from 'framer-motion';
+import { useNavigate, useRouterState } from '@tanstack/react-router';
+import { X, ArrowUp } from 'lucide-react';
+import {
+  useFloatingChat,
+  computeDualAnchor,
+  getChatWidth,
+  CHAT_HEIGHT,
+  PADDING,
+} from '@/context/FloatingChatContext';
+import { useAIChat, type ChatContext } from '@/hooks/useAIChat';
+import { ChatMarkdown } from '@/components/ai/AIChatPanel';
+import { Skeleton } from '@/components/ui/skeleton';
+import { trpc } from '@/lib/trpc';
+
+/** Map section IDs to their routes for cross-page navigation */
+const SECTION_ROUTES: Record<string, string> = {
+  'project-summary': 'project',
+  'project-timeline': 'project',
+  'project-tasks': 'project',
+  'project-notes': 'project',
+  'tasks-overview': '/tasks',
+  'tasks-list': '/tasks',
+  'timeline-chart': '/timeline',
+  'note-editor': 'note',
+};
+
+function FloatingChatInner() {
+  const { state, sections, close, setMorphTarget, moveToSection, updatePosition, setPendingSection } = useFloatingChat();
+  const utils = trpc.useUtils();
+  const navigate = useNavigate();
+  const routerState = useRouterState();
+  const prevPathRef = useRef(routerState.location.pathname);
+
+  // Active section lookup
+  const activeSection = sections.get(state.activeSectionId ?? '');
+
+  // Chat context derived from active section
+  const chatContext = useMemo<ChatContext>(
+    () => ({
+      type: activeSection?.projectId ? 'project' : 'global',
+      projectId: activeSection?.projectId,
+      uiContext: activeSection?.label,
+    }),
+    [activeSection?.projectId, activeSection?.label],
+  );
+
+  // Handle [SECTION:xxx] tags from AI responses
+  const handleSectionTag = useCallback((sectionId: string) => {
+    // Same-page: section is already registered
+    const targetSection = sections.get(sectionId);
+    if (targetSection) {
+      moveToSection(sectionId);
+      targetSection.ref.current?.scrollIntoView({ behavior: 'smooth', block: 'nearest' });
+      return;
+    }
+
+    // Cross-page: section not registered, navigate to its route
+    const route = SECTION_ROUTES[sectionId];
+    if (!route) return;
+
+    setPendingSection({ sectionId });
+
+    if (route === 'project' && state.projectId) {
+      // Navigate to the project page (stay on same project)
+      // Project sections re-register on mount and pendingSection will auto-open
+      void navigate({ to: '/projects', search: { projectId: state.projectId } });
+    } else if (route.startsWith('/')) {
+      void navigate({ to: route });
+    }
+    // 'note' type requires noteId — skip cross-page for now
+  }, [sections, moveToSection, setPendingSection, state.projectId, navigate]);
+
+  const {
+    messages,
+    input,
+    setInput,
+    isStreaming,
+    streamingContent,
+    handleSend,
+    clearMessages,
+  } = useAIChat(chatContext, { onSectionTag: handleSectionTag });
+
+  const containerRef = useRef<HTMLDivElement>(null);
+
+  // ---- Close on Escape ----
+
+  useEffect(() => {
+    if (!state.isOpen) return;
+    const handler = (e: KeyboardEvent) => {
+      if (e.key === 'Escape') {
+        e.stopPropagation();
+        close();
+      }
+    };
+    document.addEventListener('keydown', handler);
+    return () => document.removeEventListener('keydown', handler);
+  }, [state.isOpen, close]);
+
+  // ---- Close on route change (unless cross-page navigation pending) ----
+
+  useEffect(() => {
+    const currentPath = routerState.location.pathname;
+    if (prevPathRef.current !== currentPath && state.isOpen && !state.pendingSection) {
+      close();
+    }
+    prevPathRef.current = currentPath;
+  }, [routerState.location.pathname, state.isOpen, state.pendingSection, close]);
+
+  // ---- Clear messages on close ----
+
+  const prevOpenRef = useRef(state.isOpen);
+  useEffect(() => {
+    if (prevOpenRef.current && !state.isOpen) {
+      clearMessages();
+    }
+    prevOpenRef.current = state.isOpen;
+  }, [state.isOpen, clearMessages]);
+
+  // ---- AI action: morph into newly-created task ----
+
+  useEffect(() => {
+    if (!state.isOpen) return;
+
+    const unsubscribe = window.electronAI.onAction((action) => {
+      if (action.type === 'task_created' && action.taskId) {
+        // Invalidate task queries so the new TaskRow renders
+        void utils.tasks.list.invalidate();
+
+        // Set the morph target layoutId
+        setMorphTarget(`task-morph-${action.taskId}`);
+
+        // Wait for the TaskRow to render, then close (triggering FLIP)
+        requestAnimationFrame(() => {
+          requestAnimationFrame(() => {
+            close();
+          });
+        });
+      }
+    });
+
+    return unsubscribe;
+  }, [state.isOpen, utils, setMorphTarget, close]);
+
+  // ---- Window resize: keep within bounds ----
+
+  useEffect(() => {
+    if (!state.isOpen) return;
+    const handler = () => {
+      // Re-anchor if the container would go offscreen
+      const el = containerRef.current;
+      if (el) {
+        const rect = el.getBoundingClientRect();
+        if (rect.right > window.innerWidth || rect.bottom > window.innerHeight) {
+          el.style.left = `${Math.max(PADDING, Math.min(state.position.x, window.innerWidth - getChatWidth() - PADDING))}px`;
+          el.style.top = `${Math.max(PADDING, Math.min(state.position.y, window.innerHeight - CHAT_HEIGHT - PADDING))}px`;
+        }
+      }
+    };
+    window.addEventListener('resize', handler);
+    return () => window.removeEventListener('resize', handler);
+  }, [state.isOpen, state.position.x, state.position.y]);
+
+  // ---- Scroll tracking: dual-anchor repositioning ----
+
+  useEffect(() => {
+    if (!state.isOpen || !state.activeSectionId) return;
+    const section = sections.get(state.activeSectionId);
+    if (!section || section.anchorMode === 'right-margin') return;
+
+    const el = section.ref.current;
+    if (!el) return;
+
+    // Find scrollable ancestor
+    let scrollParent: HTMLElement | null = el.parentElement;
+    while (scrollParent) {
+      const style = getComputedStyle(scrollParent);
+      if (style.overflow === 'auto' || style.overflow === 'scroll' ||
+          style.overflowY === 'auto' || style.overflowY === 'scroll') {
+        break;
+      }
+      // Also check for Radix ScrollArea viewport
+      if (scrollParent.hasAttribute('data-radix-scroll-area-viewport')) break;
+      scrollParent = scrollParent.parentElement;
+    }
+
+    if (!scrollParent) return;
+
+    let rafId: number | null = null;
+    const handleScroll = () => {
+      if (rafId !== null) return;
+      rafId = requestAnimationFrame(() => {
+        rafId = null;
+        const newPos = computeDualAnchor(section);
+        if (newPos) {
+          updatePosition(newPos);
+        }
+        // null = fully off-screen → freeze (do nothing)
+      });
+    };
+
+    scrollParent.addEventListener('scroll', handleScroll, { passive: true });
+    return () => {
+      scrollParent.removeEventListener('scroll', handleScroll);
+      if (rafId !== null) cancelAnimationFrame(rafId);
+    };
+  }, [state.isOpen, state.activeSectionId, sections, updatePosition]);
+
+  // ---- Auto-scroll messages ----
+
+  const scrollRef = useRef<HTMLDivElement>(null);
+  const scrollToBottom = useCallback(() => {
+    const el = scrollRef.current;
+    if (el) el.scrollTo({ top: el.scrollHeight });
+  }, []);
+
+  useEffect(() => {
+    scrollToBottom();
+  }, [messages, streamingContent, scrollToBottom]);
+
+  // ---- Auto-focus input on open ----
+
+  const inputRef = useRef<HTMLTextAreaElement>(null);
+  useEffect(() => {
+    if (state.isOpen) {
+      const timer = setTimeout(() => inputRef.current?.focus(), 100);
+      return () => clearTimeout(timer);
+    }
+  }, [state.isOpen]);
+
+  // ---- Input handling ----
+
+  const handleKeyDown = (e: React.KeyboardEvent<HTMLTextAreaElement>) => {
+    if (e.key === 'Enter' && !e.shiftKey) {
+      e.preventDefault();
+      handleSend();
+    }
+  };
+
+  const hasMessages = messages.length > 0 || isStreaming;
+
+  // Expand the messages panel upward if there's enough space above the input bar,
+  // otherwise expand downward. 320px = 300px max-h + 8px gap + 12px buffer.
+  const expandUp = state.position.y >= 320;
+
+  return (
+    <AnimatePresence>
+      {state.isOpen && (
+        <motion.div
+          ref={containerRef}
+          key="floating-chat"
+          layout
+          layoutId={state.morphTargetId ?? undefined}
+          initial={{ opacity: 0, scale: 0.95, y: 12 }}
+          animate={{ opacity: 1, scale: 1, y: 0 }}
+          exit={{ opacity: 0, scale: 0.95, y: 12 }}
+          transition={{ type: 'spring', stiffness: 400, damping: 30 }}
+          style={{
+            position: 'fixed',
+            left: state.position.x,
+            top: state.position.y,
+            width: state.position.width,
+            zIndex: 9999,
+          }}
+          className="relative"
+        >
+          {/* ---- Messages panel — floats above or below the input bar ---- */}
+          <AnimatePresence>
+            {hasMessages && (
+              <motion.div
+                key="messages-panel"
+                initial={{ opacity: 0, scale: 0.97, y: expandUp ? 8 : -8 }}
+                animate={{ opacity: 1, scale: 1, y: 0 }}
+                exit={{ opacity: 0, scale: 0.97, y: expandUp ? 8 : -8 }}
+                transition={{ type: 'spring', stiffness: 400, damping: 30 }}
+                style={{
+                  position: 'absolute',
+                  width: '100%',
+                  ...(expandUp
+                    ? { bottom: 'calc(100% + 8px)' }
+                    : { top: 'calc(100% + 8px)' }),
+                }}
+                className="rounded-2xl overflow-hidden"
+              >
+                <div
+                  ref={scrollRef}
+                  className="max-h-[300px] overflow-y-auto rounded-2xl [&::-webkit-scrollbar]:w-2.5 [&::-webkit-scrollbar-track]:bg-transparent [&::-webkit-scrollbar-thumb]:rounded-full [&::-webkit-scrollbar-thumb]:bg-border/40"
+                >
+                  <div className="flex flex-col gap-2.5 p-3">
+                    {messages.map((msg) => {
+                      if (msg.role === 'user') {
+                        return (
+                          <div key={msg.id} className="flex justify-end">
+                            <div className="glass-surface-subtle max-w-[80%] rounded-2xl rounded-br-md px-3.5 py-2">
+                              <p className="text-xs whitespace-pre-wrap leading-relaxed text-foreground">
+                                {msg.content}
+                              </p>
+                            </div>
+                          </div>
+                        );
+                      }
+
+                      if (msg.error) {
+                        return (
+                          <div key={msg.id} className="flex justify-start">
+                            <div className="glass-surface-subtle max-w-[80%] rounded-2xl rounded-bl-md px-3.5 py-2 !border-destructive/30">
+                              <p className="text-xs text-destructive whitespace-pre-wrap leading-relaxed">
+                                {msg.content}
+                              </p>
+                            </div>
+                          </div>
+                        );
+                      }
+
+                      return (
+                        <div key={msg.id} className="flex justify-start">
+                          <div className="glass-surface-subtle max-w-[80%] rounded-2xl rounded-bl-md px-3.5 py-2">
+                            <div className="text-xs text-foreground">
+                              <ChatMarkdown content={msg.content} />
+                            </div>
+                          </div>
+                        </div>
+                      );
+                    })}
+
+                    {/* Streaming */}
+                    {isStreaming && (
+                      <div className="flex justify-start">
+                        <div className="glass-surface-subtle max-w-[80%] rounded-2xl rounded-bl-md px-3.5 py-2">
+                          {streamingContent ? (
+                            <div className="text-xs text-foreground">
+                              <ChatMarkdown content={streamingContent} />
+                            </div>
+                          ) : (
+                            <div className="space-y-1.5 py-0.5">
+                              <Skeleton className="h-3 w-36" />
+                              <Skeleton className="h-3 w-24" />
+                            </div>
+                          )}
+                        </div>
+                      </div>
+                    )}
+                  </div>
+                </div>
+              </motion.div>
+            )}
+          </AnimatePresence>
+
+          {/* ---- Floating input bar ---- */}
+          <div className="glass-surface relative rounded-2xl transition-shadow focus-within:shadow-[0_8px_60px_-8px_rgba(0,0,0,0.35)]">
+            {/* Close button */}
+            <button
+              onClick={close}
+              className="absolute -top-1.5 -right-1.5 flex h-5 w-5 items-center justify-center rounded-full bg-muted/90 backdrop-blur-sm border border-border/50 shadow-sm hover:bg-muted transition-colors z-10"
+            >
+              <X size={10} />
+            </button>
+
+            <div className="flex items-center gap-2 px-3 py-2.5">
+              <textarea
+                ref={inputRef}
+                value={input}
+                onChange={(e) => setInput(e.target.value)}
+                onKeyDown={handleKeyDown}
+                placeholder={`Ask about ${activeSection?.label ?? 'this section'}...`}
+                rows={1}
+                className="flex-1 resize-none bg-transparent text-sm placeholder:text-muted-foreground/60 outline-none max-h-20 overflow-y-auto"
+                style={{ fieldSizing: 'content' } as React.CSSProperties}
+              />
+              <button
+                onClick={() => handleSend()}
+                disabled={!input.trim() || isStreaming}
+                className="flex h-7 w-7 shrink-0 items-center justify-center rounded-xl bg-primary text-primary-foreground shadow-sm transition-all hover:bg-primary/90 active:scale-95 disabled:opacity-30 disabled:cursor-not-allowed"
+              >
+                <ArrowUp size={14} />
+              </button>
+            </div>
+          </div>
+        </motion.div>
+      )}
+    </AnimatePresence>
+  );
+}
+
+export function FloatingChatPortal() {
+  return createPortal(<FloatingChatInner />, document.body);
+}

src/renderer/components/layout/AppShell.tsx

@@ -1,14 +1,12 @@
-import { useState, useEffect, useRef, useCallback } from 'react';
+import { useState } from 'react';
 import { Link, useRouterState } from '@tanstack/react-router';
-import { motion, useMotionValue, useSpring } from 'framer-motion';
+import { LayoutGroup } from 'framer-motion';
 import {
   House,
   ChartGantt,
   ClipboardCheck,
   FolderKanban,
   PanelLeft,
-  ChevronUp,
-  ChevronDown,
   Settings,
   Sparkles,
   Check,
@@ -18,6 +16,7 @@ import {
   Palette
 } from 'lucide-react';
 import { trpc } from '@/lib/trpc';
+import { useDoubleClickAI } from '@/hooks/useDoubleClickAI';
 import {
   Sidebar,
   SidebarContent,
@@ -30,14 +29,13 @@ import {
   SidebarMenuButton,
   SidebarMenuItem,
   SidebarProvider,
+  SidebarTrigger,
   useSidebar,
 } from '@/components/ui/sidebar';
 import {
   DropdownMenu,
   DropdownMenuContent,
   DropdownMenuItem,
-  DropdownMenuLabel,
-  DropdownMenuSeparator,
   DropdownMenuPortal,
   DropdownMenuSub,
   DropdownMenuTrigger,
@@ -55,7 +53,9 @@ import {
 import { Input } from '@/components/ui/input';
 import { Button } from '@/components/ui/button';
 import { AIChatPanel } from '@/components/ai/AIChatPanel';
+import { FloatingChatPortal } from '@/components/ai/FloatingChat';
 import { useTheme } from '@/components/theme-provider';
+import { FloatingChatProvider } from '@/context/FloatingChatContext';
 
 const NAV_ITEMS = [
   { to: '/', icon: House, label: 'Home' },
@@ -68,21 +68,17 @@ interface AppShellProps {
   children: React.ReactNode;
 }
 
-/** Walk up the DOM to find the nearest scrollable ancestor. */
-function findScrollableAncestor(el: Element | null): Element | null {
-  if (!el || el === document.body) return null;
-  const style = window.getComputedStyle(el);
-  const overflowY = style.overflowY;
-  if (
-    (overflowY === 'auto' || overflowY === 'scroll') &&
-    el.scrollHeight > el.clientHeight
-  ) {
-    return el;
-  }
-  return findScrollableAncestor(el.parentElement);
+export function AppShell({ children }: AppShellProps) {
+  return (
+    <FloatingChatProvider>
+      <AppShellInner>{children}</AppShellInner>
+    </FloatingChatProvider>
+  );
 }
 
-export function AppShell({ children }: AppShellProps) {
+function AppShellInner({ children }: AppShellProps) {
+  useDoubleClickAI();
+
   const collapsedQuery = trpc.settings.getSidebarCollapsed.useQuery(undefined, {
     staleTime: Infinity,
   });
@@ -119,142 +115,33 @@ export function AppShell({ children }: AppShellProps) {
 
   const isHomePage = currentPath === '/';
 
-  // Curtain is disabled on home page and on /projects without a selected project
-  const searchObj = routerState.location.search as Record<string, unknown>;
-  const projectId = typeof searchObj['projectId'] === 'string' ? searchObj['projectId'] : undefined;
-  const curtainEnabled =
-    currentPath !== '/' &&
-    !(currentPath === '/projects' && !projectId);
-  const curtainEnabledRef = useRef(curtainEnabled);
-  curtainEnabledRef.current = curtainEnabled;
-
-  // Derive AI chat context from current route
-  const isProjectView = currentPath === '/projects' && !!projectId;
-  const contextType = isProjectView ? 'project' as const : 'global' as const;
-  const projectQuery = trpc.projects.get.useQuery(
-    { id: projectId ?? '' },
-    { enabled: !!projectId },
-  );
-
-  // --- Curtain animation state ---
-  const [curtainOpen, setCurtainOpen] = useState(false);
-  const curtainOpenRef = useRef(false);
-
-  const y = useMotionValue(0);
-  const springY = useSpring(y, { stiffness: 300, damping: 30 });
-
-  const openCurtain = useCallback(() => {
-    curtainOpenRef.current = true;
-    setCurtainOpen(true);
-    y.set(window.innerHeight);
-  }, [y]);
-
-  const closeCurtain = useCallback(() => {
-    curtainOpenRef.current = false;
-    setCurtainOpen(false);
-    y.set(0);
-  }, [y]);
-
-  const toggleCurtain = useCallback(() => {
-    if (curtainOpenRef.current) closeCurtain();
-    else openCurtain();
-  }, [openCurtain, closeCurtain]);
-
-  // Keep curtain position in sync with window height on resize
-  useEffect(() => {
-    const handleResize = () => {
-      if (curtainOpenRef.current) {
-        y.set(window.innerHeight);
-      }
-    };
-    window.addEventListener('resize', handleResize);
-    return () => window.removeEventListener('resize', handleResize);
-  }, [y]);
-
-  // Keyboard shortcut: Cmd/Ctrl+K
-  useEffect(() => {
-    const handleKeyDown = (e: KeyboardEvent) => {
-      if (e.key === 'k' && (e.metaKey || e.ctrlKey)) {
-        e.preventDefault();
-        if (!curtainEnabledRef.current) return;
-        toggleCurtain();
-      }
-    };
-    document.addEventListener('keydown', handleKeyDown);
-    return () => document.removeEventListener('keydown', handleKeyDown);
-  }, [toggleCurtain]);
-
-  // Wheel event: overscroll detection
-  useEffect(() => {
-    const handleWheel = (e: WheelEvent) => {
-      if (!curtainOpenRef.current) {
-        if (!curtainEnabledRef.current) return;
-        // Opening: overscroll UP (deltaY < 0) when content is at top
-        if (e.deltaY < 0) {
-          const scrollable = findScrollableAncestor(e.target as Element);
-          const atTop = !scrollable || scrollable.scrollTop === 0;
-          if (atTop) openCurtain();
-        }
-      } else {
-        // Closing: scroll DOWN (deltaY > 0) while curtain is open
-        if (e.deltaY > 0) {
-          closeCurtain();
-        }
-      }
-    };
-
-    document.addEventListener('wheel', handleWheel, { passive: true });
-    return () => document.removeEventListener('wheel', handleWheel);
-  }, [openCurtain, closeCurtain]);
-
   return (
-    <>
+    <LayoutGroup>
     <SidebarProvider open={open} onOpenChange={handleOpenChange}>
       <AppSidebar
         currentPath={currentPath}
         setTokenDialogOpen={setTokenDialogOpen}
-        onNavClick={closeCurtain}
       />
-      <SidebarInset className="overflow-hidden">
-        {/* AI Chat layer: always mounted behind the content panel */}
+      <SidebarInset>
+        {isHomePage ? (
           <AIChatPanel
             onOpenSettings={() => setTokenDialogOpen(true)}
-          contextType={contextType}
-          projectId={projectId}
-          projectName={projectQuery.data?.name}
-          curtainOpen={isHomePage || curtainOpen}
-          isHomePage={isHomePage}
+            isHomePage
           />
-
-        {/* Content panel: slides down to reveal chat (hidden on home — AIChatPanel IS the home page) */}
-        {!isHomePage && (
-          <motion.div
-            style={{ y: springY }}
-            className="absolute inset-0 z-10 flex flex-col bg-background"
-          >
-            {children}
-
-            {/* Right-edge vertical affordance (non-interactive) */}
-            <div className={`absolute right-0 top-0 flex items-end justify-center pt-8 pointer-events-none select-none${!curtainEnabled ? ' hidden' : ''}`}>
-              <div className="flex flex-col items-center gap-1.5 pr-2">
-                {curtainOpen ? (
-                  <ChevronDown size={10} />
         ) : (
-                  <ChevronUp size={10} />
-                )}
-                <span
-                  className="text-[9px] tracking-widest uppercase font-medium"
-                  style={{ writingMode: 'vertical-rl', transform: 'rotate(180deg)' }}
-                >
-                  {curtainOpen ? 'back to app' : 'scrolling up for Adiuva'}
-                </span>
+          <div className="relative flex flex-col h-full">
+            <header className="flex items-center gap-2 p-2 md:hidden">
+              <SidebarTrigger />
+            </header>
+            {children}
           </div>
-            </div>
-          </motion.div>
         )}
       </SidebarInset>
     </SidebarProvider>
 
+    {/* Floating AI Chat — portal to document.body */}
+    <FloatingChatPortal />
+
     {/* AI Token Dialog — rendered outside Sidebar to avoid layout conflicts */}
     <Dialog open={tokenDialogOpen} onOpenChange={(open) => {
       setTokenDialogOpen(open);
@@ -278,13 +165,13 @@ export function AppShell({ children }: AppShellProps) {
           <p className="text-xs text-muted-foreground">
             Your token is stored securely in the OS keychain.
             {hasTokenQuery.data === true && (
-              <span className="text-green-600 ml-1">A token is currently stored.</span>
+              <span className="text-green-600 dark:text-green-400 ml-1">A token is currently stored.</span>
             )}
           </p>
         </div>
         <DialogFooter>
           {saved && (
-            <span className="flex items-center gap-1 text-sm text-green-600 mr-auto">
+            <span className="flex items-center gap-1 text-sm text-green-600 dark:text-green-400 mr-auto">
               <Check size={14} />
               Saved
             </span>
@@ -298,17 +185,16 @@ export function AppShell({ children }: AppShellProps) {
         </DialogFooter>
       </DialogContent>
     </Dialog>
-    </>
+    </LayoutGroup>
   );
 }
 
 interface AppSidebarProps {
   currentPath: string;
   setTokenDialogOpen: (open: boolean) => void;
-  onNavClick: () => void;
 }
 
-function AppSidebar({ currentPath, setTokenDialogOpen, onNavClick }: AppSidebarProps) {
+function AppSidebar({ currentPath, setTokenDialogOpen }: AppSidebarProps) {
   const { toggleSidebar } = useSidebar();
   const { theme, setTheme } = useTheme();
 
@@ -361,7 +247,7 @@ function AppSidebar({ currentPath, setTokenDialogOpen, onNavClick }: AppSidebarP
                       isActive={isActive}
                       tooltip={label}
                     >
-                      <Link to={to} onClick={onNavClick}>
+                      <Link to={to}>
                         <Icon />
                         <span>{label}</span>
                       </Link>

src/renderer/components/projects/KanbanBoard.tsx

@@ -1,6 +1,7 @@
 import { useState, useMemo, useCallback } from 'react';
 import { DragDropContext, Droppable, Draggable, type DropResult } from '@hello-pangea/dnd';
 import { trpc } from '@/lib/trpc';
+import { useFloatingChat } from '@/context/FloatingChatContext';
 import { Badge } from '@/components/ui/badge';
 import { TaskRow, type TaskItem } from '@/components/tasks/TaskRow';
 import { NewTaskDialog } from '@/components/tasks/NewTaskDialog';
@@ -22,6 +23,7 @@ type KanbanBoardProps = {
 };
 
 export function KanbanBoard({ projectId, newTaskOpen, onNewTaskOpenChange }: KanbanBoardProps) {
+  const { state: floatingState } = useFloatingChat();
   const { data: tasksList } = trpc.tasks.list.useQuery({ projectId });
   const utils = trpc.useUtils();
 
@@ -125,6 +127,11 @@ export function KanbanBoard({ projectId, newTaskOpen, onNewTaskOpenChange }: Kan
                               onDelete={(id) => deleteTask.mutate({ id })}
                               onClick={setViewTask}
                               hideBreadcrumb
+                              layoutId={
+                                floatingState.morphTargetId === `task-morph-${task.id}`
+                                  ? floatingState.morphTargetId
+                                  : undefined
+                              }
                             />
                           </div>
                         )}

src/renderer/components/projects/ProjectDetail.tsx

@@ -1,9 +1,10 @@
-import { Fragment, useMemo, useState } from 'react';
+import { Fragment, useEffect, useMemo, useRef, useState } from 'react';
 import { Sparkles, FileText, CheckCircle2, Milestone, Plus } from 'lucide-react';
 import { format } from 'date-fns';
 import { useNavigate } from '@tanstack/react-router';
 import { trpc } from '@/lib/trpc';
 import { Button } from '@/components/ui/button';
+import { Skeleton } from '@/components/ui/skeleton';
 import { Item, ItemMedia, ItemContent, ItemTitle, ItemDescription } from '@/components/ui/item';
 import {
   Breadcrumb,
@@ -16,6 +17,7 @@ import { KanbanBoard } from './KanbanBoard';
 import { GanttChart, type GanttCheckpoint } from '@/components/timeline/GanttChart';
 import { AddCheckpointDialog } from '@/components/timeline/AddCheckpointDialog';
 import { EditCheckpointDialog } from '@/components/timeline/EditCheckpointDialog';
+import { useFloatingChat } from '@/context/FloatingChatContext';
 
 type ProjectDetailProps = {
   projectId: string;
@@ -26,6 +28,26 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
   const [addCheckpointOpen, setAddCheckpointOpen] = useState(false);
   const [editingCheckpoint, setEditingCheckpoint] = useState<GanttCheckpoint | null>(null);
   const navigate = useNavigate();
+
+  // AI section refs
+  const summaryRef = useRef<HTMLDivElement>(null);
+  const timelineRef = useRef<HTMLDivElement>(null);
+  const tasksRef = useRef<HTMLDivElement>(null);
+  const notesRef = useRef<HTMLDivElement>(null);
+  const { registerSection, unregisterSection } = useFloatingChat();
+
+  useEffect(() => {
+    registerSection({ id: 'project-summary', label: 'Project Summary', ref: summaryRef, projectId });
+    registerSection({ id: 'project-timeline', label: 'Project Timeline', ref: timelineRef, projectId });
+    registerSection({ id: 'project-tasks', label: 'Tasks', ref: tasksRef, projectId });
+    registerSection({ id: 'project-notes', label: 'Notes', ref: notesRef, projectId });
+    return () => {
+      unregisterSection('project-summary');
+      unregisterSection('project-timeline');
+      unregisterSection('project-tasks');
+      unregisterSection('project-notes');
+    };
+  }, [projectId, registerSection, unregisterSection]);
   const utils = trpc.useUtils();
   const { data: project, isLoading } = trpc.projects.get.useQuery({ id: projectId });
   const { data: clientsList } = trpc.clients.list.useQuery();
@@ -146,8 +168,17 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
 
   if (isLoading) {
     return (
-      <div className="flex items-center justify-center h-full text-sm text-muted-foreground">
-        Loading project...
+      <div className="p-6 flex flex-col gap-6">
+        <div className="flex flex-col gap-1">
+          <Skeleton className="h-4 w-24" />
+          <Skeleton className="h-8 w-56" />
+        </div>
+        <div className="grid grid-cols-3 gap-4">
+          <Skeleton className="h-20 rounded-lg" />
+          <Skeleton className="h-20 rounded-lg" />
+          <Skeleton className="h-20 rounded-lg" />
+        </div>
+        <Skeleton className="h-16 rounded-lg" />
       </div>
     );
   }
@@ -161,7 +192,7 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
   }
 
   return (
-    <div className="p-6 pe-8 flex flex-col gap-6">
+    <div className="p-6 flex flex-col gap-6">
       {/* Breadcrumb + Project Name */}
       <div className="flex flex-col gap-1">
         {breadcrumbPath.length > 0 && (
@@ -181,6 +212,8 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
         <h1 className="text-2xl font-semibold text-foreground">{project.name}</h1>
       </div>
 
+      {/* Project Summary Section */}
+      <div ref={summaryRef} data-ai-section="project-summary" className="flex flex-col gap-6">
         {/* Stat Cards */}
         <div className="grid grid-cols-3 gap-4">
           <Item variant="muted">
@@ -226,9 +259,10 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
             </ItemDescription>
           </ItemContent>
         </Item>
+      </div>
 
       {/* Project Timeline */}
-      <div className="flex flex-col gap-3">
+      <div ref={timelineRef} data-ai-section="project-timeline" 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">
@@ -306,7 +340,7 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
       </div>
 
       {/* Tasks Kanban */}
-      <div className="flex flex-col gap-3">
+      <div ref={tasksRef} data-ai-section="project-tasks" 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">
@@ -372,7 +406,7 @@ export function ProjectDetail({ projectId }: ProjectDetailProps) {
       </div>
 
       {/* Notes */}
-      <div className="flex flex-col gap-3">
+      <div ref={notesRef} data-ai-section="project-notes" className="flex flex-col gap-3">
         <div className="flex items-center justify-between">
           <h2 className="text-lg font-semibold">Notes</h2>
           <Button

src/renderer/components/projects/ProjectSidebar.tsx

@@ -322,7 +322,7 @@ export function ProjectSidebar({ selectedProjectId, onSelectProject }: ProjectSi
     if (editCreatingClient && editNewClientName.trim()) {
       // Create a new client
       const result = await createClientMutation.mutateAsync({ name: editNewClientName.trim() });
-      let parentId = result.id;
+      const parentId = result.id;
 
       if (editCreatingSubClient && editNewSubClientName.trim()) {
         // Also create a sub-client under the new client

src/renderer/components/tasks/PriorityBadge.tsx

@@ -4,21 +4,21 @@ export function PriorityBadge({ priority }: { priority: string | null }) {
   switch (priority) {
     case 'high':
       return (
-        <span className="inline-flex items-center gap-1 text-xs">
+        <span className="inline-flex items-center gap-1 text-xs text-red-600 dark:text-red-400">
           <ArrowUp className="h-3 w-3" />
           High
         </span>
       );
     case 'medium':
       return (
-        <span className="inline-flex items-center gap-1 text-xs">
+        <span className="inline-flex items-center gap-1 text-xs text-amber-600 dark:text-amber-400">
           <ArrowRight className="h-3 w-3" />
           Medium
         </span>
       );
     case 'low':
       return (
-        <span className="inline-flex items-center gap-1 text-xs">
+        <span className="inline-flex items-center gap-1 text-xs text-muted-foreground">
           <ArrowDown className="h-3 w-3" />
           Low
         </span>

src/renderer/components/tasks/TaskRow.tsx

@@ -1,4 +1,7 @@
+import { Fragment } from 'react';
+import { motion } from 'framer-motion';
 import { Calendar, User, Pencil, Trash2 } from 'lucide-react';
+import { cn } from '@/lib/utils';
 import { Checkbox } from '@/components/ui/checkbox';
 import { Badge } from '@/components/ui/badge';
 import {
@@ -57,6 +60,7 @@ export function TaskRow({
   onDelete,
   onClick,
   hideBreadcrumb,
+  layoutId,
 }: {
   task: TaskItem;
   onToggle: (id: string, status: string | null) => void;
@@ -64,6 +68,7 @@ export function TaskRow({
   onDelete?: (id: string) => void;
   onClick?: (task: TaskItem) => void;
   hideBreadcrumb?: boolean;
+  layoutId?: string;
 }) {
   const isDone = task.status === 'done';
 
@@ -84,13 +89,21 @@ export function TaskRow({
     breadcrumb.length > 0 ||
     task.assignee;
 
+  const Wrapper = layoutId ? motion.div : 'div';
+  const wrapperProps = layoutId ? { layoutId, layout: true as const } : {};
+
   return (
     <ContextMenu>
       <ContextMenuTrigger asChild>
-        <div
-          className={`flex flex-col gap-1.5 px-4 py-3 rounded-md border select-none transition-colors ${
-            isDone ? 'bg-green-50 dark:bg-green-950/30 border-green-200 dark:border-green-900' : 'bg-card border-border'
-          } ${onClick ? 'cursor-pointer hover:bg-accent/50' : 'cursor-default'}`}
+        <Wrapper
+          {...wrapperProps}
+          className={cn(
+            'flex flex-col gap-1.5 px-4 py-3 rounded-md border select-none transition-colors',
+            isDone
+              ? 'bg-green-50 dark:bg-green-950/30 border-green-200 dark:border-green-900'
+              : 'bg-card border-border',
+            onClick ? 'cursor-pointer hover:bg-accent/50' : 'cursor-default',
+          )}
           onClick={() => onClick?.(task)}
         >
           {/* Row 1: checkbox + title + description */}
@@ -102,7 +115,7 @@ export function TaskRow({
               className="mt-0.5 shrink-0"
             />
             <div className="flex-1 min-w-0">
-              <div className={`text-sm font-semibold ${isDone ? 'line-through text-muted-foreground' : ''}`}>
+              <div className={cn('text-sm font-medium', isDone && 'line-through text-muted-foreground')}>
                 {task.title}
               </div>
               {task.description && (
@@ -129,10 +142,12 @@ export function TaskRow({
                 <Breadcrumb className="shrink-0">
                   <BreadcrumbList>
                     {breadcrumb.map((part, i) => (
-                      <BreadcrumbItem key={i}>
+                      <Fragment key={i}>
                         {i > 0 && <BreadcrumbSeparator />}
+                        <BreadcrumbItem>
                           <span className="text-xs">{part}</span>
                         </BreadcrumbItem>
+                      </Fragment>
                     ))}
                   </BreadcrumbList>
                 </Breadcrumb>
@@ -146,7 +161,7 @@ export function TaskRow({
               )}
             </div>
           )}
-        </div>
+        </Wrapper>
       </ContextMenuTrigger>
 
       <ContextMenuContent>

src/renderer/components/ui/gradual-blur.tsx

@@ -0,0 +1,109 @@
+import { useMemo } from 'react';
+
+type Position = 'top' | 'bottom';
+
+interface GradualBlurProps {
+  /** Edge to attach the blur overlay */
+  position?: Position;
+  /** Base blur strength multiplier */
+  strength?: number;
+  /** Overlay height (CSS value) */
+  height?: string;
+  /** Number of stacked blur layers (higher = smoother) */
+  divCount?: number;
+  /** Use exponential progression for stronger end blur */
+  exponential?: boolean;
+  /** Distribution curve: linear | ease-out */
+  curve?: 'linear' | 'ease-out';
+  /** Opacity applied to each blur layer */
+  opacity?: number;
+  /** z-index for the overlay */
+  zIndex?: number;
+  /** Additional class names */
+  className?: string;
+}
+
+const getGradientDirection = (position: Position) =>
+  position === 'top' ? 'to top' : 'to bottom';
+
+export function GradualBlur({
+  position = 'top',
+  strength = 2,
+  height = '6rem',
+  divCount = 5,
+  exponential = false,
+  curve = 'linear',
+  opacity = 1,
+  zIndex = 10,
+  className = '',
+}: GradualBlurProps) {
+  const blurDivs = useMemo(() => {
+    const divs: React.ReactNode[] = [];
+    const increment = 100 / divCount;
+    const direction = getGradientDirection(position);
+
+    const curveFunc = curve === 'ease-out'
+      ? (p: number) => 1 - Math.pow(1 - p, 2)
+      : (p: number) => p;
+
+    for (let i = 1; i <= divCount; i++) {
+      let progress = i / divCount;
+      progress = curveFunc(progress);
+
+      let blurValue: number;
+      if (exponential) {
+        blurValue = Math.pow(2, progress * 4) * 0.0625 * strength;
+      } else {
+        blurValue = progress * strength;
+      }
+
+      const p1 = Math.round((increment * i - increment) * 10) / 10;
+      const p2 = Math.round(increment * i * 10) / 10;
+      const p3 = Math.round((increment * i + increment) * 10) / 10;
+      const p4 = Math.round((increment * i + increment * 2) * 10) / 10;
+
+      let gradient = `transparent ${p1}%, black ${p2}%`;
+      if (p3 <= 100) gradient += `, black ${p3}%`;
+      if (p4 <= 100) gradient += `, transparent ${p4}%`;
+
+      const maskImage = `linear-gradient(${direction}, ${gradient})`;
+
+      divs.push(
+        <div
+          key={i}
+          style={{
+            position: 'absolute',
+            inset: 0,
+            maskImage,
+            WebkitMaskImage: maskImage,
+            backdropFilter: `blur(${blurValue.toFixed(3)}rem)`,
+            WebkitBackdropFilter: `blur(${blurValue.toFixed(3)}rem)`,
+            opacity,
+          }}
+        />,
+      );
+    }
+
+    return divs;
+  }, [position, strength, divCount, exponential, curve, opacity]);
+
+  return (
+    <div
+      className={className}
+      style={{
+        position: 'absolute',
+        [position]: 0,
+        left: 0,
+        right: 0,
+        height,
+        pointerEvents: 'none',
+        zIndex,
+        overflow: 'hidden',
+      }}
+    >
+      <div style={{ position: 'relative', width: '100%', height: '100%' }}>
+        {blurDivs}
+      </div>
+    </div>
+  );
+}

src/renderer/components/ui/hover-card.tsx

@@ -1,42 +0,0 @@
-import * as React from "react"
-import { HoverCard as HoverCardPrimitive } from "radix-ui"
-
-import { cn } from "@/lib/utils"
-
-function HoverCard({
-  ...props
-}: React.ComponentProps<typeof HoverCardPrimitive.Root>) {
-  return <HoverCardPrimitive.Root data-slot="hover-card" {...props} />
-}
-
-function HoverCardTrigger({
-  ...props
-}: React.ComponentProps<typeof HoverCardPrimitive.Trigger>) {
-  return (
-    <HoverCardPrimitive.Trigger data-slot="hover-card-trigger" {...props} />
-  )
-}
-
-function HoverCardContent({
-  className,
-  align = "center",
-  sideOffset = 4,
-  ...props
-}: React.ComponentProps<typeof HoverCardPrimitive.Content>) {
-  return (
-    <HoverCardPrimitive.Portal data-slot="hover-card-portal">
-      <HoverCardPrimitive.Content
-        data-slot="hover-card-content"
-        align={align}
-        sideOffset={sideOffset}
-        className={cn(
-          "bg-popover text-popover-foreground data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[side=bottom]:slide-in-from-top-2 data-[side=left]:slide-in-from-right-2 data-[side=right]:slide-in-from-left-2 data-[side=top]:slide-in-from-bottom-2 z-50 w-64 origin-(--radix-hover-card-content-transform-origin) rounded-md border p-4 shadow-md outline-hidden",
-          className
-        )}
-        {...props}
-      />
-    </HoverCardPrimitive.Portal>
-  )
-}
-
-export { HoverCard, HoverCardTrigger, HoverCardContent }

src/renderer/components/ui/scroll-area.tsx

@@ -8,10 +8,12 @@ function ScrollArea({
   children,
   viewportRef,
   viewportClassName,
+  scrollbarClassName,
   ...props
 }: React.ComponentProps<typeof ScrollAreaPrimitive.Root> & {
   viewportRef?: React.Ref<HTMLDivElement>;
   viewportClassName?: string;
+  scrollbarClassName?: string;
 }) {
   return (
     <ScrollAreaPrimitive.Root
@@ -29,7 +31,7 @@ function ScrollArea({
       >
         {children}
       </ScrollAreaPrimitive.Viewport>
-      <ScrollBar />
+      <ScrollBar className={scrollbarClassName} />
       <ScrollAreaPrimitive.Corner />
     </ScrollAreaPrimitive.Root>
   )
@@ -45,7 +47,7 @@ function ScrollBar({
       data-slot="scroll-area-scrollbar"
       orientation={orientation}
       className={cn(
-        "flex touch-none p-px transition-colors select-none",
+        "flex touch-none p-px transition-colors select-none z-50",
         orientation === "vertical" &&
           "h-full w-2.5 border-l border-l-transparent",
         orientation === "horizontal" &&

src/renderer/context/FloatingChatContext.tsx

@@ -0,0 +1,262 @@
+import {
+  createContext,
+  useContext,
+  useCallback,
+  useState,
+  useRef,
+  type ReactNode,
+  type RefObject,
+} from 'react';
+
+// ---------- Types ----------
+
+interface AISection {
+  id: string; // e.g. "project-tasks", "tasks-list", "timeline-chart"
+  label: string; // Human-readable, e.g. "Tasks", "Project Timeline"
+  ref: RefObject<HTMLElement | null>;
+  projectId?: string; // If section is project-scoped
+  anchorMode?: 'top-right' | 'right-margin'; // default: 'top-right'
+}
+
+interface SectionOpenOpts {
+  clickY?: number; // For right-margin mode: Y-coordinate of the double-click
+}
+
+interface FloatingChatState {
+  isOpen: boolean;
+  activeSectionId: string | null;
+  position: { x: number; y: number; width: number };
+  morphTargetId: string | null;
+  projectId?: string;
+  pendingSection?: { sectionId: string; clickY?: number }; // For cross-page navigation
+}
+
+interface FloatingChatContextValue {
+  // State
+  state: FloatingChatState;
+  sections: Map<string, AISection>;
+
+  // Section registry
+  registerSection: (section: AISection) => void;
+  unregisterSection: (id: string) => void;
+
+  // Actions
+  openAtSection: (sectionId: string, opts?: SectionOpenOpts) => void;
+  moveToSection: (sectionId: string, opts?: SectionOpenOpts) => void;
+  close: () => void;
+  setMorphTarget: (id: string | null) => void;
+  updatePosition: (pos: { x: number; y: number; width: number }) => void;
+  setPendingSection: (pending: { sectionId: string; clickY?: number } | undefined) => void;
+}
+
+// ---------- Constants ----------
+
+/** Dynamic chat width: 35% of viewport, clamped between 320px and 520px. */
+export function getChatWidth(): number {
+  return Math.min(630, Math.max(320, Math.round(window.innerWidth * 0.35)));
+}
+
+export const CHAT_HEIGHT = 420;
+export const PADDING = 16;
+
+// ---------- Position computation ----------
+
+function clampPosition(x: number, y: number): { x: number; y: number } {
+  const w = getChatWidth();
+  return {
+    x: Math.max(PADDING, Math.min(x, window.innerWidth - w - PADDING)),
+    y: Math.max(PADDING, Math.min(y, window.innerHeight - CHAT_HEIGHT - PADDING)),
+  };
+}
+
+function computeAnchorPosition(
+  section: AISection,
+  opts?: SectionOpenOpts,
+): { x: number; y: number; width: number } {
+  const el = section.ref.current;
+  const w = getChatWidth();
+  if (!el) return { x: PADDING, y: PADDING, width: w };
+
+  const rect = el.getBoundingClientRect();
+  const mode = section.anchorMode ?? 'top-right';
+
+  if (mode === 'right-margin') {
+    // Position to the right of the section at the click Y-coordinate
+    const rawX = rect.right + PADDING;
+    const rawY = opts?.clickY ?? rect.top + PADDING;
+    const { x, y } = clampPosition(rawX, rawY);
+    return { x, y, width: w };
+  }
+
+  // Default: top-right of section
+  const rawX = rect.right - w - PADDING;
+  const rawY = rect.top + PADDING;
+  const { x, y } = clampPosition(rawX, rawY);
+  return { x, y, width: w };
+}
+
+/**
+ * Dual-anchor recomputation for scroll tracking.
+ * Returns null when the section is fully off-screen (freeze at last position).
+ */
+export function computeDualAnchor(
+  section: AISection,
+): { x: number; y: number; width: number } | null {
+  const el = section.ref.current;
+  if (!el) return null;
+
+  // Skip scroll tracking for right-margin mode (stays at fixed clickY)
+  if (section.anchorMode === 'right-margin') return null;
+
+  const rect = el.getBoundingClientRect();
+  const w = getChatWidth();
+
+  // Fully off-screen — freeze
+  if (rect.bottom < 0 || rect.top > window.innerHeight) return null;
+
+  // Primary anchor: top-right (when section top is visible)
+  if (rect.top >= PADDING) {
+    const { x, y } = clampPosition(
+      rect.right - w - PADDING,
+      rect.top + PADDING,
+    );
+    return { x, y, width: w };
+  }
+
+  // Fallback anchor: bottom-right (when section top scrolled off)
+  if (rect.bottom > CHAT_HEIGHT) {
+    const { x, y } = clampPosition(
+      rect.right - w - PADDING,
+      rect.bottom - CHAT_HEIGHT - PADDING,
+    );
+    return { x, y, width: w };
+  }
+
+  // Section visible but too small for fallback — clamp to top
+  const { x, y } = clampPosition(
+    rect.right - w - PADDING,
+    PADDING,
+  );
+  return { x, y, width: w };
+}
+
+// ---------- Context ----------
+
+const FloatingChatCtx = createContext<FloatingChatContextValue | null>(null);
+
+export function useFloatingChat(): FloatingChatContextValue {
+  const ctx = useContext(FloatingChatCtx);
+  if (!ctx)
+    throw new Error('useFloatingChat must be used within FloatingChatProvider');
+  return ctx;
+}
+
+
+// ---------- Provider ----------
+
+export function FloatingChatProvider({ children }: { children: ReactNode }) {
+  const sectionsRef = useRef<Map<string, AISection>>(new Map());
+  const [sections, setSections] = useState<Map<string, AISection>>(new Map());
+  const [state, setState] = useState<FloatingChatState>({
+    isOpen: false,
+    activeSectionId: null,
+    position: { x: 0, y: 0, width: getChatWidth() },
+    morphTargetId: null,
+  });
+
+  const registerSection = useCallback((section: AISection) => {
+    sectionsRef.current.set(section.id, section);
+    setSections(new Map(sectionsRef.current));
+
+    // Check if there's a pending section to open after cross-page navigation
+    setState((prev) => {
+      if (prev.pendingSection && prev.pendingSection.sectionId === section.id) {
+        const position = computeAnchorPosition(section, { clickY: prev.pendingSection.clickY });
+        return {
+          ...prev,
+          isOpen: true,
+          activeSectionId: section.id,
+          position,
+          morphTargetId: null,
+          projectId: section.projectId,
+          pendingSection: undefined,
+        };
+      }
+      return prev;
+    });
+  }, []);
+
+  const unregisterSection = useCallback((id: string) => {
+    sectionsRef.current.delete(id);
+    setSections(new Map(sectionsRef.current));
+  }, []);
+
+  const openAtSection = useCallback((sectionId: string, opts?: SectionOpenOpts) => {
+    const section = sectionsRef.current.get(sectionId);
+    if (!section) return;
+
+    const position = computeAnchorPosition(section, opts);
+
+    setState({
+      isOpen: true,
+      activeSectionId: sectionId,
+      position,
+      morphTargetId: null,
+      projectId: section.projectId,
+    });
+  }, []);
+
+  const moveToSection = useCallback((sectionId: string, opts?: SectionOpenOpts) => {
+    const section = sectionsRef.current.get(sectionId);
+    if (!section) return;
+
+    const position = computeAnchorPosition(section, opts);
+
+    setState((prev) => ({
+      ...prev,
+      activeSectionId: sectionId,
+      position,
+      projectId: section.projectId,
+    }));
+  }, []);
+
+  const close = useCallback(() => {
+    setState((prev) => ({
+      ...prev,
+      isOpen: false,
+      activeSectionId: null,
+      morphTargetId: null,
+    }));
+  }, []);
+
+  const setMorphTarget = useCallback((id: string | null) => {
+    setState((prev) => ({ ...prev, morphTargetId: id }));
+  }, []);
+
+  const updatePosition = useCallback((pos: { x: number; y: number; width: number }) => {
+    setState((prev) => ({ ...prev, position: pos }));
+  }, []);
+
+  const setPendingSection = useCallback((pending: { sectionId: string; clickY?: number } | undefined) => {
+    setState((prev) => ({ ...prev, pendingSection: pending }));
+  }, []);
+
+  return (
+    <FloatingChatCtx.Provider
+      value={{
+        state,
+        sections,
+        registerSection,
+        unregisterSection,
+        openAtSection,
+        moveToSection,
+        close,
+        setMorphTarget,
+        updatePosition,
+        setPendingSection,
+      }}
+    >
+      {children}
+    </FloatingChatCtx.Provider>
+  );
+}

src/renderer/globals.css

@@ -1,6 +1,8 @@
+@import '@fontsource/geist/300.css';
 @import '@fontsource/geist/400.css';
 @import '@fontsource/geist/500.css';
 @import '@fontsource/geist/600.css';
+@import '@fontsource/geist/700.css';
 
 @import "tailwindcss";
 @import "tw-animate-css";
@@ -50,73 +52,113 @@
 
 :root {
   --radius: 0.625rem;
-  --background: oklch(1 0 0);
-  --foreground: oklch(0.141 0.005 285.823);
-  --card: oklch(1 0 0);
-  --card-foreground: oklch(0.141 0.005 285.823);
-  --popover: oklch(1 0 0);
-  --popover-foreground: oklch(0.141 0.005 285.823);
-  --primary: oklch(0.21 0.006 285.885);
-  --primary-foreground: oklch(0.985 0 0);
-  --secondary: oklch(0.967 0.001 286.375);
-  --secondary-foreground: oklch(0.21 0.006 285.885);
-  --muted: oklch(0.967 0.001 286.375);
-  --muted-foreground: oklch(0.552 0.016 285.938);
-  --accent: oklch(0.967 0.001 286.375);
-  --accent-foreground: oklch(0.21 0.006 285.885);
+  
+  /* #f4edf3 - Light Pinkish-White Canvas */
+  --background: oklch(0.945 0.012 328.5);
+  /* #040404 - Almost Black Text */
+  --foreground: oklch(0.145 0 0);
+  
+  --card: oklch(0.945 0.012 328.5);
+  --card-foreground: oklch(0.145 0 0);
+  --popover: oklch(0.945 0.012 328.5);
+  --popover-foreground: oklch(0.145 0 0);
+  
+  /* #fbc881 - Golden Yellow Accent */
+  --primary: oklch(0.838 0.117 76.8);
+  --primary-foreground: oklch(0.145 0 0);
+  
+  /* #8a8ea9 - Slate Blue/Gray */
+  --secondary: oklch(0.627 0.041 274.5);
+  --secondary-foreground: oklch(0.945 0.012 328.5);
+  
+  /* #c8c3cd - Light Gray/Purple */
+  --muted: oklch(0.811 0.014 300.2);
+  --muted-foreground: oklch(0.627 0.041 274.5);
+  
+  --accent: oklch(0.811 0.014 300.2);
+  --accent-foreground: oklch(0.145 0 0);
+  
   --destructive: oklch(0.577 0.245 27.325);
   --destructive-foreground: oklch(0.985 0 0);
-  --border: oklch(0.92 0.004 286.32);
-  --input: oklch(0.92 0.004 286.32);
-  --ring: oklch(0.705 0.015 286.067);
+  
+  --border: oklch(0.811 0.014 300.2);
+  --input: oklch(0.811 0.014 300.2);
+  --ring: oklch(0.838 0.117 76.8);
+  
+  /* Kept your original chart colors */
   --chart-1: oklch(0.646 0.222 41.116);
   --chart-2: oklch(0.6 0.118 184.704);
   --chart-3: oklch(0.398 0.07 227.392);
   --chart-4: oklch(0.828 0.189 84.429);
   --chart-5: oklch(0.769 0.188 70.08);
-  --sidebar: oklch(0.985 0 0);
-  --sidebar-foreground: oklch(0.141 0.005 285.823);
-  --sidebar-primary: oklch(0.21 0.006 285.885);
-  --sidebar-primary-foreground: oklch(0.985 0 0);
-  --sidebar-accent: oklch(0.967 0.001 286.375);
-  --sidebar-accent-foreground: oklch(0.21 0.006 285.885);
-  --sidebar-border: oklch(0.92 0.004 286.32);
-  --sidebar-ring: oklch(0.705 0.015 286.067);
+  
+  /* Sidebar uses the custom palette */
+  --sidebar: oklch(0.945 0.012 328.5);
+  --sidebar-foreground: oklch(0.145 0 0);
+  --sidebar-primary: oklch(0.838 0.117 76.8);
+  --sidebar-primary-foreground: oklch(0.145 0 0);
+  --sidebar-accent: oklch(0.811 0.014 300.2);
+  --sidebar-accent-foreground: oklch(0.145 0 0);
+  --sidebar-border: oklch(0.811 0.014 300.2);
+  --sidebar-ring: oklch(0.838 0.117 76.8);
 }
 
 .dark {
-  --background: oklch(0.141 0.005 285.823);
+  /* #0c0c0c - Deepest black for the main canvas */
+  --background: oklch(0.15 0 0);
+  /* #fbfbfb - Crisp white for primary text */
   --foreground: oklch(0.985 0 0);
-  --card: oklch(0.21 0.006 285.885);
+  
+  /* Cards use the main background but are defined by borders */
+  --card: oklch(0.15 0 0);
   --card-foreground: oklch(0.985 0 0);
-  --popover: oklch(0.21 0.006 285.885);
+  --popover: oklch(0.15 0 0);
   --popover-foreground: oklch(0.985 0 0);
-  --primary: oklch(0.92 0.004 286.32);
-  --primary-foreground: oklch(0.21 0.006 285.885);
-  --secondary: oklch(0.274 0.006 286.033);
+  
+  /* #fbfbfb - Primary actions (like the active white circle menu item) */
+  --primary: oklch(0.985 0 0);
+  /* #0c0c0c - Dark text/icons inside primary buttons */
+  --primary-foreground: oklch(0.15 0 0);
+  
+  /* #323232 - Dark gray for secondary surfaces and button backgrounds */
+  --secondary: oklch(0.335 0 0);
+  /* #fbfbfb - White text on secondary surfaces */
   --secondary-foreground: oklch(0.985 0 0);
-  --muted: oklch(0.274 0.006 286.033);
-  --muted-foreground: oklch(0.705 0.015 286.067);
-  --accent: oklch(0.274 0.006 286.033);
+  
+  /* #323232 - Dark gray for muted backgrounds */
+  --muted: oklch(0.335 0 0);
+  /* #77797b - Mid gray for muted/secondary text (like "ELEVATE YOUR...") */
+  --muted-foreground: oklch(0.555 0 0);
+  
+  /* #323232 - Hover states */
+  --accent: oklch(0.335 0 0);
   --accent-foreground: oklch(0.985 0 0);
-  --destructive: oklch(0.704 0.191 22.216);
+  
+  --destructive: oklch(0.704 0.191 22.216); /* Kept original dark red */
   --destructive-foreground: oklch(0.985 0 0);
-  --border: oklch(1 0 0 / 10%);
-  --input: oklch(1 0 0 / 15%);
-  --ring: oklch(0.552 0.016 285.938);
+  
+  /* #323232 - Distinct dark gray borders for the cards/panels */
+  --border: oklch(0.335 0 0);
+  --input: oklch(0.335 0 0);
+  /* #bab7ba - Lighter gray for focus rings to stand out against dark borders */
+  --ring: oklch(0.765 0 0);
+  
+  /* Kept your original chart colors */
   --chart-1: oklch(0.488 0.243 264.376);
   --chart-2: oklch(0.696 0.17 162.48);
   --chart-3: oklch(0.769 0.188 70.08);
   --chart-4: oklch(0.627 0.265 303.9);
   --chart-5: oklch(0.645 0.246 16.439);
-  --sidebar: oklch(0.21 0.006 285.885);
+  
+  /* Sidebar mapped to the new sleek dark palette */
+  --sidebar: oklch(0.15 0 0);
   --sidebar-foreground: oklch(0.985 0 0);
-  --sidebar-primary: oklch(0.488 0.243 264.376);
-  --sidebar-primary-foreground: oklch(0.985 0 0);
-  --sidebar-accent: oklch(0.274 0.006 286.033);
+  --sidebar-primary: oklch(0.985 0 0);
+  --sidebar-primary-foreground: oklch(0.15 0 0);
+  --sidebar-accent: oklch(0.335 0 0);
   --sidebar-accent-foreground: oklch(0.985 0 0);
-  --sidebar-border: oklch(1 0 0 / 10%);
-  --sidebar-ring: oklch(0.552 0.016 285.938);
+  --sidebar-border: oklch(0.335 0 0);
+  --sidebar-ring: oklch(0.765 0 0);
 }
 
 @layer base {
@@ -142,6 +184,78 @@ body {
   overflow: hidden;
 }
 
+/* ---- Glass Surface (ReactBits-style) ---- */
+/*
+ * Gradient border via padding-box/border-box background split —
+ * most reliable technique in Chromium/Electron; no pseudo-element mask needed.
+ */
+.glass-surface {
+  border: 1px solid transparent;
+  background:
+    /* glass fill — clips to padding-box (inside the border) */
+    rgba(255, 255, 255, 0.55) padding-box,
+    /* gradient border — clips to border-box (the 1px border strip) */
+    linear-gradient(
+      145deg,
+      rgba(255, 255, 255, 0.90) 0%,
+      rgba(200, 195, 205, 0.40) 40%,
+      rgba(200, 195, 205, 0.20) 100%
+    ) border-box;
+  backdrop-filter: blur(24px) saturate(180%);
+  -webkit-backdrop-filter: blur(24px) saturate(180%);
+  box-shadow:
+    0 4px 48px rgba(0, 0, 0, 0.10),
+    0 1px 2px rgba(0, 0, 0, 0.06),
+    inset 0 1px 0 rgba(255, 255, 255, 0.80);
+}
+
+.dark .glass-surface {
+  background:
+    rgba(255, 255, 255, 0.05) padding-box,
+    linear-gradient(
+      145deg,
+      rgba(255, 255, 255, 0.18) 0%,
+      rgba(255, 255, 255, 0.04) 40%,
+      rgba(255, 255, 255, 0.08) 100%
+    ) border-box;
+  box-shadow:
+    0 4px 48px rgba(0, 0, 0, 0.50),
+    0 1px 2px rgba(0, 0, 0, 0.20),
+    inset 0 1px 0 rgba(255, 255, 255, 0.10);
+}
+
+/* Subtle variant — same gradient border, much more transparent fill */
+.glass-surface-subtle {
+  border: 1px solid transparent;
+  background:
+    rgba(255, 255, 255, 0.20) padding-box,
+    linear-gradient(
+      145deg,
+      rgba(255, 255, 255, 0.70) 0%,
+      rgba(200, 195, 205, 0.25) 40%,
+      rgba(200, 195, 205, 0.10) 100%
+    ) border-box;
+  backdrop-filter: blur(16px) saturate(160%);
+  -webkit-backdrop-filter: blur(16px) saturate(160%);
+  box-shadow:
+    0 2px 12px rgba(0, 0, 0, 0.06),
+    inset 0 1px 0 rgba(255, 255, 255, 0.60);
+}
+
+.dark .glass-surface-subtle {
+  background:
+    rgba(255, 255, 255, 0.03) padding-box,
+    linear-gradient(
+      145deg,
+      rgba(255, 255, 255, 0.12) 0%,
+      rgba(255, 255, 255, 0.02) 40%,
+      rgba(255, 255, 255, 0.05) 100%
+    ) border-box;
+  box-shadow:
+    0 2px 12px rgba(0, 0, 0, 0.30),
+    inset 0 1px 0 rgba(255, 255, 255, 0.07);
+}
+
 /* Crepe editor layout */
 .milkdown-container {
   display: flex;

src/renderer/hooks/useAIChat.ts

@@ -1,7 +1,7 @@
 import { useState, useCallback, useRef } from 'react';
 import { trpc } from '@/lib/trpc';
 
-export interface ChatMessage {
+interface ChatMessage {
   id: string;
   role: 'user' | 'assistant';
   content: string;
@@ -14,7 +14,7 @@ export interface ChatContext {
   uiContext?: string;
 }
 
-export interface UseAIChatReturn {
+interface UseAIChatReturn {
   messages: ChatMessage[];
   input: string;
   setInput: (v: string) => void;
@@ -24,7 +24,11 @@ export interface UseAIChatReturn {
   clearMessages: () => void;
 }
 
-export function useAIChat(defaultContext: ChatContext): UseAIChatReturn {
+interface UseAIChatOptions {
+  onSectionTag?: (sectionId: string) => void;
+}
+
+export function useAIChat(defaultContext: ChatContext, options?: UseAIChatOptions): UseAIChatReturn {
   const [messages, setMessages] = useState<ChatMessage[]>([]);
   const [input, setInput] = useState('');
   const [isStreaming, setIsStreaming] = useState(false);
@@ -58,7 +62,15 @@ export function useAIChat(defaultContext: ChatContext): UseAIChatReturn {
 
       const unsubscribe = window.electronAI.onStreamChunk(({ token, done }) => {
         if (done) {
-          const finalContent = streamingContentRef.current;
+          let finalContent = streamingContentRef.current;
+
+          // Parse and strip [SECTION:xxx] tag from AI response
+          const sectionMatch = finalContent.match(/^\[SECTION:([\w-]+)\]\s*/);
+          if (sectionMatch) {
+            finalContent = finalContent.slice(sectionMatch[0].length);
+            options?.onSectionTag?.(sectionMatch[1]!);
+          }
+
           setMessages((prev) => [
             ...prev,
             { id: crypto.randomUUID(), role: 'assistant', content: finalContent },

src/renderer/hooks/useDoubleClickAI.ts

@@ -0,0 +1,54 @@
+import { useEffect } from 'react';
+import { useFloatingChat } from '@/context/FloatingChatContext';
+
+// Elements where double-click should NOT trigger the AI popup
+const INTERACTIVE_TAGS = new Set(['INPUT', 'TEXTAREA', 'SELECT']);
+
+export function useDoubleClickAI(): void {
+  const { openAtSection, moveToSection, sections, state } = useFloatingChat();
+
+  useEffect(() => {
+    const handler = (e: MouseEvent) => {
+      const target = e.target as HTMLElement;
+
+      // Skip interactive elements (preserve text selection behavior)
+      if (INTERACTIVE_TAGS.has(target.tagName)) return;
+
+      // Skip contenteditable elements UNLESS they're inside Milkdown
+      if (target.isContentEditable) {
+        const inMilkdown =
+          target.closest('.milkdown-container') ||
+          target.closest('.crepe-editor');
+        if (!inMilkdown) return;
+        // For Milkdown: only trigger if no text was selected by the double-click
+        const selection = window.getSelection();
+        if (selection && selection.toString().trim().length > 0) return;
+      }
+
+      // Walk up DOM to find nearest [data-ai-section]
+      const sectionEl = (target as Element).closest('[data-ai-section]');
+      if (!sectionEl) return;
+
+      const sectionId = sectionEl.getAttribute('data-ai-section');
+      if (!sectionId) return;
+
+      // If popup is already open at THIS section, do nothing
+      if (state.isOpen && state.activeSectionId === sectionId) return;
+
+      // Build opts for right-margin sections
+      const section = sections.get(sectionId);
+      const opts = section?.anchorMode === 'right-margin' ? { clickY: e.clientY } : undefined;
+
+      // If chat is already open at a different section, move (keep conversation)
+      if (state.isOpen) {
+        moveToSection(sectionId, opts);
+        return;
+      }
+
+      openAtSection(sectionId, opts);
+    };
+
+    document.addEventListener('dblclick', handler);
+    return () => document.removeEventListener('dblclick', handler);
+  }, [openAtSection, moveToSection, sections, state.isOpen, state.activeSectionId]);
+}

src/renderer/lib/ipcLink.ts

@@ -15,6 +15,7 @@ interface ElectronTRPC {
 
 interface ElectronAI {
   onStreamChunk: (cb: (data: { token: string; done: boolean }) => void) => () => void;
+  onAction: (cb: (data: { type: string; taskId?: string; count?: number }) => void) => () => void;
 }
 
 declare global {

src/renderer/routes/notes.$noteId.tsx

@@ -19,6 +19,7 @@ import {
 import { ScrollArea } from '@/components/ui/scroll-area';
 import { trpc } from '@/lib/trpc';
 import { MilkdownEditor } from '@/components/notes/MilkdownEditor';
+import { useFloatingChat } from '@/context/FloatingChatContext';
 
 export const Route = createFileRoute('/notes/$noteId')({
   component: NoteDetailPage,
@@ -29,6 +30,21 @@ function NoteDetailPage() {
   const utils = trpc.useUtils();
   const { data: note, isLoading } = trpc.notes.get.useQuery({ id: noteId });
 
+  // AI section — register with right-margin anchor mode
+  const editorRef = useRef<HTMLDivElement>(null);
+  const { registerSection, unregisterSection } = useFloatingChat();
+  const noteProjectId = note?.projectId ?? undefined;
+  useEffect(() => {
+    registerSection({
+      id: 'note-editor',
+      label: 'Note Editor',
+      ref: editorRef,
+      projectId: noteProjectId,
+      anchorMode: 'right-margin',
+    });
+    return () => unregisterSection('note-editor');
+  }, [noteId, noteProjectId, registerSection, unregisterSection]);
+
   const [title, setTitle] = useState('');
   const [isSaving, setIsSaving] = useState(false);
   const debounceTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
@@ -139,7 +155,7 @@ function NoteDetailPage() {
   }
 
   return (
-    <div className="flex h-full min-h-0 pe-8 flex-col">
+    <div className="flex h-full min-h-0 flex-col">
       {/* Header */}
       <div className="flex items-center gap-2 border-b border-border px-4 py-3">
         <Button
@@ -188,7 +204,7 @@ function NoteDetailPage() {
       </div>
 
       {/* Editor */}
-      <ScrollArea className="flex-1 min-h-0">
+      <ScrollArea ref={editorRef} data-ai-section="note-editor" className="flex-1 min-h-0">
         <div className="px-4 py-4">
           <MilkdownEditor
             key={noteId}

src/renderer/routes/tasks.tsx

@@ -1,9 +1,10 @@
 import { createFileRoute } from '@tanstack/react-router';
-import { useState, useCallback, useMemo } from 'react';
+import { useState, useCallback, useMemo, useRef, useEffect } from 'react';
+import { useFloatingChat } from '@/context/FloatingChatContext';
 import {
   ClipboardCheck,
   ListTodo,
-  Loader2,
+  Clock,
   CheckCircle2,
   Plus,
   Search,
@@ -40,6 +41,19 @@ const ORDER_LABELS: Record<OrderBy, string> = {
 };
 
 function TasksPage() {
+  // AI section refs
+  const overviewRef = useRef<HTMLDivElement>(null);
+  const listRef = useRef<HTMLDivElement>(null);
+  const { state: floatingState, registerSection, unregisterSection } = useFloatingChat();
+  useEffect(() => {
+    registerSection({ id: 'tasks-overview', label: 'Tasks Overview', ref: overviewRef });
+    registerSection({ id: 'tasks-list', label: 'Task List', ref: listRef });
+    return () => {
+      unregisterSection('tasks-overview');
+      unregisterSection('tasks-list');
+    };
+  }, [registerSection, unregisterSection]);
+
   const [search, setSearch] = useState('');
   const [debouncedSearch, setDebouncedSearch] = useState('');
   const [statusFilter, setStatusFilter] = useState<StatusFilter>('all');
@@ -110,9 +124,9 @@ function TasksPage() {
   );
 
   return (
-    <div className="flex flex-col gap-6 p-6 pe-8 w-full">
+    <div className="flex flex-col gap-6 p-6 w-full">
       {/* Stat Cards */}
-      <div className="grid grid-cols-4 gap-4">
+      <div ref={overviewRef} data-ai-section="tasks-overview" className="grid grid-cols-4 gap-4">
         <Item variant="muted">
           <ItemMedia variant="icon">
             <ClipboardCheck />
@@ -133,7 +147,7 @@ function TasksPage() {
         </Item>
         <Item variant="muted" className="bg-sky-50 dark:bg-sky-950/30">
           <ItemMedia variant="icon">
-            <Loader2 />
+            <Clock />
           </ItemMedia>
           <ItemContent>
             <ItemTitle>{stats.inProgress}</ItemTitle>
@@ -151,6 +165,8 @@ function TasksPage() {
         </Item>
       </div>
 
+      {/* Task List Section */}
+      <div ref={listRef} data-ai-section="tasks-list" className="flex flex-col gap-6">
         {/* Search + Order By */}
         <div className="flex items-center gap-3">
           <InputGroup className="flex-1">
@@ -216,10 +232,16 @@ function TasksPage() {
               onEdit={setEditTask}
               onDelete={(id) => deleteTask.mutate({ id })}
               onClick={setViewTask}
+              layoutId={
+                floatingState.morphTargetId === `task-morph-${task.id}`
+                  ? floatingState.morphTargetId
+                  : undefined
+              }
             />
           ))
         )}
         </div>
+      </div>
 
       <NewTaskDialog open={dialogOpen} onOpenChange={setDialogOpen} />
       <EditTaskDialog

src/renderer/routes/timeline.tsx

@@ -1,11 +1,13 @@
 import { createFileRoute } from '@tanstack/react-router';
-import { useState, useMemo } from 'react';
-import { Plus } from 'lucide-react';
+import { useEffect, useRef, useState, useMemo } from 'react';
+import { Plus, ChartGantt } from 'lucide-react';
+import { useFloatingChat } from '@/context/FloatingChatContext';
 import { trpc } from '@/lib/trpc';
 import { Button } from '@/components/ui/button';
 import { GanttChart, type GanttCheckpoint } from '@/components/timeline/GanttChart';
 import { AddCheckpointDialog } from '@/components/timeline/AddCheckpointDialog';
 import { EditCheckpointDialog } from '@/components/timeline/EditCheckpointDialog';
+import { Empty, EmptyHeader, EmptyMedia, EmptyTitle, EmptyDescription } from '@/components/ui/empty';
 
 export const Route = createFileRoute('/timeline')({
   component: TimelinePage,
@@ -15,6 +17,14 @@ function TimelinePage() {
   const [dialogOpen, setDialogOpen] = useState(false);
   const [editingCheckpoint, setEditingCheckpoint] = useState<GanttCheckpoint | null>(null);
 
+  // AI section
+  const timelineRef = useRef<HTMLDivElement>(null);
+  const { registerSection, unregisterSection } = useFloatingChat();
+  useEffect(() => {
+    registerSection({ id: 'timeline-chart', label: 'Timeline', ref: timelineRef });
+    return () => unregisterSection('timeline-chart');
+  }, [registerSection, unregisterSection]);
+
   const { data: checkpoints } = trpc.checkpoints.list.useQuery({});
   const { data: projectsList } = trpc.projects.listAll.useQuery();
   const utils = trpc.useUtils();
@@ -70,7 +80,7 @@ function TimelinePage() {
   }, [ganttCheckpoints]);
 
   return (
-    <div className="flex flex-col gap-6 p-6 pe-8 w-full">
+    <div ref={timelineRef} data-ai-section="timeline-chart" className="flex flex-col gap-6 p-6 w-full">
       {/* Header */}
       <div className="flex items-center justify-between">
         <h1 className="text-xl font-semibold">Timeline</h1>
@@ -98,9 +108,17 @@ function TimelinePage() {
 
       {/* Gantt Chart */}
       {ganttCheckpoints.length === 0 ? (
-        <div className="text-center text-muted-foreground text-sm py-12 border rounded-md bg-muted/30">
-          No checkpoints yet. Click "+ Add" to create your first milestone.
-        </div>
+        <Empty>
+          <EmptyHeader>
+            <EmptyMedia variant="icon">
+              <ChartGantt />
+            </EmptyMedia>
+            <EmptyTitle>No milestones yet</EmptyTitle>
+            <EmptyDescription>
+              Click "+ Add" to create your first project checkpoint.
+            </EmptyDescription>
+          </EmptyHeader>
+        </Empty>
       ) : (
         <div className="border rounded-md p-4 bg-card">
           <GanttChart