fix: more refactorings for cleaning code

lib/bds/ai/chat.ex

@@ -9,6 +9,7 @@ defmodule BDS.AI.Chat do
   alias BDS.AI.CatalogProvider
   alias BDS.AI.ChatConversation
   alias BDS.AI.ChatMessage
+  alias BDS.AI.ChatTitleGenerator
   alias BDS.AI.ChatTools
   alias BDS.AI.InFlight
   alias BDS.AI.OpenAICompatibleRuntime
@@ -24,8 +25,6 @@ defmodule BDS.AI.Chat do
 
   @default_system_prompt "You are the bDS AI backend. Be precise, prefer structured JSON when asked, and avoid inventing blog facts."
   @default_max_output_tokens 16_384
-  @title_max_output_tokens 256
-  @chat_title_max_length 30
   @chat_max_tool_rounds 10
   @chat_await_timeout_margin_ms 5_000
   @default_context_window 128_000
@@ -34,7 +33,7 @@ defmodule BDS.AI.Chat do
   def start_chat(attrs \\ %{}) when is_map(attrs) do
     now = Persistence.now_ms()
     model = MapUtils.attr(attrs, :model)
-    title = MapUtils.attr(attrs, :title) || generated_chat_title(model)
+    title = MapUtils.attr(attrs, :title) || ChatTitleGenerator.generated_chat_title(model)
 
     %ChatConversation{}
     |> ChatConversation.changeset(%{
@@ -430,11 +429,11 @@ defmodule BDS.AI.Chat do
     conversation = Repo.get!(ChatConversation, conversation_id)
 
     cond do
-      chat_user_message_count(conversation_id) < 1 ->
+      ChatTitleGenerator.chat_user_message_count(conversation_id) < 1 ->
         Logger.debug("Chat title generation skipped reason=:no_user_messages")
         {:ok, reply}
 
-      not generated_chat_title?(conversation.title, conversation.model) ->
+      not ChatTitleGenerator.generated_chat_title?(conversation.title, conversation.model) ->
         Logger.debug(
           "Chat title generation skipped reason=:conversation_already_titled title=#{inspect(conversation.title)}"
         )
@@ -444,7 +443,7 @@ defmodule BDS.AI.Chat do
       true ->
         Logger.debug("Chat title generation requested conversation_id=#{conversation_id}")
 
-        case generate_chat_title(user_content, opts) do
+        case ChatTitleGenerator.generate_chat_title(user_content, opts) do
           {:ok, title} when is_binary(title) and title != "" ->
             now = Persistence.now_ms()
 
@@ -465,87 +464,6 @@ defmodule BDS.AI.Chat do
     end
   end
 
-  defp generate_chat_title(user_content, opts) when is_binary(user_content) do
-    runtime = Keyword.get(opts, :runtime, OpenAICompatibleRuntime)
-
-    with {:ok, endpoint, model, mode} <- Runtime.resolve_target(:chat_title, opts),
-         :ok <- Runtime.validate_target(:chat_title, model, mode),
-         request <- build_chat_title_request(user_content, model),
-         {:ok, response} <-
-           runtime.generate(Runtime.endpoint_with_model(endpoint, model), request, opts) do
-      title = sanitize_chat_title(Map.get(response, :content))
-
-      if title == "" do
-        Logger.warning("Chat title generation returned an empty title",
-          model: model,
-          content: inspect(Map.get(response, :content)),
-          usage: inspect(Map.get(response, :usage))
-        )
-      end
-
-      {:ok, title}
-    else
-      {:error, reason} = error ->
-        Logger.warning("Chat title generation failed", reason: inspect(reason))
-        error
-
-      other ->
-        Logger.warning("Chat title generation failed", reason: inspect(other))
-        other
-    end
-  end
-
-  defp build_chat_title_request(user_content, model) do
-    %{
-      operation: :chat_title,
-      model: model,
-      max_output_tokens: @title_max_output_tokens,
-      messages: [
-        %{
-          "role" => "system",
-          "content" =>
-            "Generate an ultra-short title (2-3 words, max 25 characters) for this conversation. Focus ONLY on the topic. Ignore any capability disclaimers. Do not include reasoning. Output ONLY the title text."
-        },
-        %{"role" => "user", "content" => "Topic: #{String.slice(user_content, 0, 100)}"}
-      ]
-    }
-  end
-
-  defp sanitize_chat_title(title) when is_binary(title) do
-    title =
-      title
-      |> String.trim()
-      |> String.trim_leading("\"")
-      |> String.trim_leading("'")
-      |> String.trim_trailing("\"")
-      |> String.trim_trailing("'")
-      |> String.trim_trailing(".")
-      |> String.trim_trailing("!")
-      |> String.trim_trailing("?")
-
-    if String.length(title) > @chat_title_max_length do
-      String.slice(title, 0, @chat_title_max_length - 3) <> "..."
-    else
-      title
-    end
-  end
-
-  defp sanitize_chat_title(_title), do: ""
-
-  defp chat_user_message_count(conversation_id) do
-    Repo.aggregate(
-      from(message in ChatMessage,
-        where: message.conversation_id == ^conversation_id and message.role == :user
-      ),
-      :count,
-      :id
-    )
-  end
-
-  defp generated_chat_title?(title, model) do
-    title in [generated_chat_title(nil), generated_chat_title(model)]
-  end
-
   defp chat_round(
          _conversation,
          _messages,
@@ -882,9 +800,6 @@ defmodule BDS.AI.Chat do
     )
   end
 
-  defp generated_chat_title(nil), do: "New Chat"
-  defp generated_chat_title(model), do: "Chat with #{model}"
-
   defp load_chat_messages(conversation_id) do
     Repo.all(
       from message in ChatMessage,

lib/bds/ai/chat_title_generator.ex

@@ -0,0 +1,99 @@
+defmodule BDS.AI.ChatTitleGenerator do
+  @moduledoc false
+
+  require Logger
+
+  alias BDS.AI.ChatMessage
+  alias BDS.AI.OpenAICompatibleRuntime
+  alias BDS.AI.Runtime
+  alias BDS.Repo
+
+  import Ecto.Query
+
+  @title_max_output_tokens 256
+  @chat_title_max_length 30
+
+  def generate_chat_title(user_content, opts) when is_binary(user_content) do
+    runtime = Keyword.get(opts, :runtime, OpenAICompatibleRuntime)
+
+    with {:ok, endpoint, model, mode} <- Runtime.resolve_target(:chat_title, opts),
+         :ok <- Runtime.validate_target(:chat_title, model, mode),
+         request <- build_chat_title_request(user_content, model),
+         {:ok, response} <-
+           runtime.generate(Runtime.endpoint_with_model(endpoint, model), request, opts) do
+      title = sanitize_chat_title(Map.get(response, :content))
+
+      if title == "" do
+        Logger.warning("Chat title generation returned an empty title",
+          model: model,
+          content: inspect(Map.get(response, :content)),
+          usage: inspect(Map.get(response, :usage))
+        )
+      end
+
+      {:ok, title}
+    else
+      {:error, reason} = error ->
+        Logger.warning("Chat title generation failed", reason: inspect(reason))
+        error
+
+      other ->
+        Logger.warning("Chat title generation failed", reason: inspect(other))
+        other
+    end
+  end
+
+  def build_chat_title_request(user_content, model) do
+    %{
+      operation: :chat_title,
+      model: model,
+      max_output_tokens: @title_max_output_tokens,
+      messages: [
+        %{
+          "role" => "system",
+          "content" =>
+            "Generate an ultra-short title (2-3 words, max 25 characters) for this conversation. Focus ONLY on the topic. Ignore any capability disclaimers. Do not include reasoning. Output ONLY the title text."
+        },
+        %{"role" => "user", "content" => "Topic: #{String.slice(user_content, 0, 100)}"}
+      ]
+    }
+  end
+
+  def sanitize_chat_title(title) when is_binary(title) do
+    title =
+      title
+      |> String.trim()
+      |> String.trim_leading("\"")
+      |> String.trim_leading("'")
+      |> String.trim_trailing("\"")
+      |> String.trim_trailing("'")
+      |> String.trim_trailing(".")
+      |> String.trim_trailing("!")
+      |> String.trim_trailing("?")
+
+    if String.length(title) > @chat_title_max_length do
+      String.slice(title, 0, @chat_title_max_length - 3) <> "..."
+    else
+      title
+    end
+  end
+
+  def sanitize_chat_title(_title), do: ""
+
+  def chat_user_message_count(conversation_id) do
+    Repo.aggregate(
+      from(message in ChatMessage,
+        where: message.conversation_id == ^conversation_id and message.role == :user
+      ),
+      :count,
+      :id
+    )
+  end
+
+  def generated_chat_title?(title, model) do
+    title in [generated_chat_title(nil), generated_chat_title(model)]
+  end
+
+  def generated_chat_title(nil), do: "New Chat"
+  def generated_chat_title(model), do: "Chat with #{model}"
+end

lib/bds/ai/chat_tool_query_helpers.ex

@@ -0,0 +1,49 @@
+defmodule BDS.AI.ChatToolQueryHelpers do
+  @moduledoc false
+
+  alias BDS.Search
+
+  def normalize_limit(value) when is_integer(value) and value > 0 and value <= 50, do: value
+  def normalize_limit(_value), do: 10
+
+  def normalize_offset(value) when is_integer(value) and value >= 0, do: value
+  def normalize_offset(_value), do: 0
+
+  def search_filters(arguments) do
+    %{}
+    |> BDS.MapUtils.maybe_put(:category, BDS.MapUtils.blank_to_nil(arguments["category"]))
+    |> BDS.MapUtils.maybe_put(:tags, BDS.MapUtils.blank_to_nil(arguments["tags"]))
+    |> BDS.MapUtils.maybe_put(:language, BDS.MapUtils.blank_to_nil(arguments["language"]))
+    |> BDS.MapUtils.maybe_put(
+      :missing_translation_language,
+      BDS.MapUtils.blank_to_nil(arguments["missingTranslationLanguage"])
+    )
+    |> BDS.MapUtils.maybe_put(:year, arguments["year"])
+    |> BDS.MapUtils.maybe_put(:month, arguments["month"])
+    |> BDS.MapUtils.maybe_put(:status, BDS.BoundedAtoms.post_status(arguments["status"]))
+    |> Map.put(:offset, normalize_offset(arguments["offset"]))
+    |> Map.put(:limit, normalize_limit(arguments["limit"]))
+  end
+
+  def search_all_counted_posts(project_id, arguments) do
+    filters = search_filters(arguments) |> Map.put(:offset, 0) |> Map.put(:limit, 1)
+    {:ok, %{total: total}} = Search.search_posts(project_id, "", filters)
+
+    filters = Map.put(filters, :limit, max(total, 1))
+    {:ok, result} = Search.search_posts(project_id, "", filters)
+
+    result
+  end
+
+  def search_result(project_id, query, filters, mapper) do
+    {:ok, result} = Search.search_posts(project_id, query, filters)
+
+    %{
+      posts: Enum.map(result.posts, mapper),
+      total: result.total,
+      offset: result.offset,
+      limit: result.limit,
+      has_more: result.offset + result.limit < result.total
+    }
+  end
+end

lib/bds/ai/chat_tool_schemas.ex

@@ -0,0 +1,350 @@
+defmodule BDS.AI.ChatToolSchemas do
+  @moduledoc false
+
+  def tool_spec(name, description, parameters) do
+    %{
+      "type" => "function",
+      "function" => %{
+        "name" => name,
+        "description" => description,
+        "parameters" => parameters
+      }
+    }
+  end
+
+  def limit_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "limit" => %{"type" => "integer", "minimum" => 1, "maximum" => 50}
+      }
+    }
+  end
+
+  def post_search_schema(require_query) do
+    schema = %{
+      "type" => "object",
+      "properties" => %{
+        "query" => %{"type" => "string"},
+        "status" => %{"type" => "string", "enum" => ["draft", "published", "archived"]},
+        "category" => %{"type" => "string"},
+        "tags" => %{"type" => "array", "items" => %{"type" => "string"}},
+        "language" => %{"type" => "string"},
+        "missingTranslationLanguage" => %{"type" => "string"},
+        "year" => %{"type" => "integer"},
+        "month" => %{"type" => "integer", "minimum" => 1, "maximum" => 12},
+        "limit" => %{"type" => "integer", "minimum" => 1, "maximum" => 50},
+        "offset" => %{"type" => "integer", "minimum" => 0}
+      }
+    }
+
+    if require_query, do: Map.put(schema, "required", ["query"]), else: schema
+  end
+
+  def count_posts_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "groupBy" => %{
+          "type" => "array",
+          "items" => %{
+            "type" => "string",
+            "enum" => ["year", "month", "tag", "category", "status"]
+          }
+        },
+        "year" => %{"type" => "integer"},
+        "month" => %{"type" => "integer", "minimum" => 1, "maximum" => 12},
+        "status" => %{"type" => "string", "enum" => ["draft", "published", "archived"]},
+        "category" => %{"type" => "string"},
+        "tags" => %{"type" => "array", "items" => %{"type" => "string"}}
+      },
+      "required" => ["groupBy"]
+    }
+  end
+
+  def post_id_schema do
+    %{
+      "type" => "object",
+      "properties" => %{"postId" => %{"type" => "string"}},
+      "required" => ["postId"]
+    }
+  end
+
+  def media_id_schema(extra_properties \\ %{}) do
+    %{
+      "type" => "object",
+      "properties" => Map.merge(%{"mediaId" => %{"type" => "string"}}, extra_properties),
+      "required" => ["mediaId"]
+    }
+  end
+
+  def update_post_metadata_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "postId" => %{"type" => "string"},
+        "title" => %{"type" => "string"},
+        "excerpt" => %{"type" => "string"},
+        "tags" => %{"type" => "array", "items" => %{"type" => "string"}},
+        "categories" => %{"type" => "array", "items" => %{"type" => "string"}}
+      },
+      "required" => ["postId"]
+    }
+  end
+
+  def update_media_metadata_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "mediaId" => %{"type" => "string"},
+        "title" => %{"type" => "string"},
+        "alt" => %{"type" => "string"},
+        "caption" => %{"type" => "string"},
+        "tags" => %{"type" => "array", "items" => %{"type" => "string"}}
+      },
+      "required" => ["mediaId"]
+    }
+  end
+
+  def render_table_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "title" => %{"type" => "string", "description" => "Optional table title"},
+        "columns" => %{
+          "type" => "array",
+          "items" => %{"type" => "string"},
+          "description" => "Column header names"
+        },
+        "rows" => %{
+          "type" => "array",
+          "items" => %{"type" => "array", "items" => %{"type" => "string"}},
+          "description" => "Table rows, each row is an array of cell values"
+        }
+      }
+    }
+  end
+
+  def render_chart_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "chartType" => %{
+          "type" => "string",
+          "enum" => ["bar", "stacked-bar", "line", "area", "pie", "donut", "heatmap"],
+          "description" =>
+            "The type of chart to render. Use stacked-bar for multi-segment bars. Use heatmap for grid/matrix visualizations."
+        },
+        "title" => %{"type" => "string", "description" => "Optional chart title"},
+        "series" => %{
+          "type" => "array",
+          "description" => "Array of data points.",
+          "items" => %{
+            "type" => "object",
+            "properties" => %{
+              "label" => %{"type" => "string", "description" => "Data point label"},
+              "value" => %{"type" => "number", "description" => "Data point value"},
+              "segments" => %{
+                "type" => "array",
+                "description" =>
+                  "Segments within this data point. Required for stacked-bar and heatmap charts.",
+                "items" => %{
+                  "type" => "object",
+                  "properties" => %{
+                    "label" => %{"type" => "string"},
+                    "value" => %{"type" => "number"}
+                  },
+                  "required" => ["label", "value"]
+                }
+              }
+            },
+            "required" => ["label"]
+          }
+        }
+      },
+      "required" => ["chartType", "series"]
+    }
+  end
+
+  def render_form_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "title" => %{"type" => "string", "description" => "Optional form title"},
+        "fields" => %{
+          "type" => "array",
+          "description" => "Form fields to display",
+          "items" => %{
+            "type" => "object",
+            "properties" => %{
+              "key" => %{"type" => "string", "description" => "Field identifier"},
+              "label" => %{"type" => "string", "description" => "Field label shown to user"},
+              "inputType" => %{
+                "type" => "string",
+                "enum" => ["text", "textarea", "select", "checkbox", "date", "number"],
+                "description" => "Type of input control"
+              },
+              "placeholder" => %{"type" => "string", "description" => "Placeholder text"},
+              "defaultValue" => %{"type" => "string", "description" => "Default value"},
+              "options" => %{
+                "type" => "array",
+                "description" => "Options for select fields",
+                "items" => %{
+                  "type" => "object",
+                  "properties" => %{
+                    "label" => %{"type" => "string"},
+                    "value" => %{"type" => "string"}
+                  }
+                }
+              },
+              "required" => %{"type" => "boolean", "description" => "Whether the field is required"}
+            },
+            "required" => ["key", "label", "inputType"]
+          }
+        },
+        "submitLabel" => %{"type" => "string", "description" => "Label for the submit button"},
+        "submitAction" => %{"type" => "string", "description" => "Action to dispatch on submit"}
+      }
+    }
+  end
+
+  def render_card_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "title" => %{"type" => "string", "description" => "Card title"},
+        "subtitle" => %{"type" => "string", "description" => "Optional subtitle"},
+        "body" => %{"type" => "string", "description" => "Card body text (supports markdown)"},
+        "actions" => %{
+          "type" => "array",
+          "description" => "Optional action buttons on the card",
+          "items" => %{
+            "type" => "object",
+            "properties" => %{
+              "label" => %{"type" => "string", "description" => "Button label"},
+              "action" => %{"type" => "string", "description" => "Action name to dispatch"},
+              "payload" => %{
+                "type" => "object",
+                "description" => "Optional action payload"
+              }
+            },
+            "required" => ["label", "action"]
+          }
+        }
+      }
+    }
+  end
+
+  def render_metric_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "label" => %{"type" => "string", "description" => "Metric label"},
+        "value" => %{"type" => "string", "description" => "Metric value (displayed prominently)"}
+      }
+    }
+  end
+
+  def render_list_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "title" => %{"type" => "string", "description" => "Optional list title"},
+        "items" => %{
+          "type" => "array",
+          "items" => %{"type" => "string"},
+          "description" => "List items"
+        }
+      }
+    }
+  end
+
+  def render_tabs_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "title" => %{"type" => "string", "description" => "Optional tabs title"},
+        "tabs" => %{
+          "type" => "array",
+          "description" => "Array of tabs",
+          "items" => %{
+            "type" => "object",
+            "properties" => %{
+              "label" => %{"type" => "string", "description" => "Tab label"},
+              "content" => %{
+                "type" => "array",
+                "description" => "Content items within the tab",
+                "items" => %{
+                  "type" => "object",
+                  "properties" => %{
+                    "type" => %{
+                      "type" => "string",
+                      "enum" => ["text", "metric", "list", "chart", "table"],
+                      "description" => "Content type"
+                    },
+                    "text" => %{"type" => "string", "description" => "Text content (for type text)"},
+                    "label" => %{"type" => "string", "description" => "Label (for type metric)"},
+                    "value" => %{"type" => "string", "description" => "Display value (for type metric)"},
+                    "title" => %{"type" => "string", "description" => "Title (for type list, chart, or table)"},
+                    "items" => %{
+                      "type" => "array",
+                      "items" => %{"type" => "string"},
+                      "description" => "Items (for type list)"
+                    },
+                    "chartType" => %{
+                      "type" => "string",
+                      "enum" => ["bar", "stacked-bar", "line", "area", "pie", "donut", "heatmap"],
+                      "description" => "Chart type (for type chart)"
+                    },
+                    "series" => %{
+                      "type" => "array",
+                      "description" => "Data series (for type chart)"
+                    },
+                    "columns" => %{
+                      "type" => "array",
+                      "items" => %{"type" => "string"},
+                      "description" => "Column headers (for type table)"
+                    },
+                    "rows" => %{
+                      "type" => "array",
+                      "items" => %{"type" => "array", "items" => %{"type" => "string"}},
+                      "description" => "Table rows (for type table)"
+                    }
+                  },
+                  "required" => ["type"]
+                }
+              }
+            },
+            "required" => ["label", "content"]
+          }
+        }
+      }
+    }
+  end
+
+  def render_mindmap_schema do
+    %{
+      "type" => "object",
+      "properties" => %{
+        "title" => %{"type" => "string", "description" => "Optional mind map title"},
+        "nodes" => %{
+          "type" => "array",
+          "description" => "Flat array of nodes. The first node is the root. Each node references children by ID.",
+          "items" => %{
+            "type" => "object",
+            "properties" => %{
+              "id" => %{"type" => "string", "description" => "Unique node identifier"},
+              "label" => %{"type" => "string", "description" => "Node label text"},
+              "children" => %{
+                "type" => "array",
+                "items" => %{"type" => "string"},
+                "description" => "IDs of child nodes"
+              }
+            },
+            "required" => ["id", "label"]
+          }
+        }
+      }
+    }
+  end
+end

lib/bds/ai/chat_tools.ex

@@ -4,6 +4,8 @@ defmodule BDS.AI.ChatTools do
   import Ecto.Query
 
   alias BDS.AI.Chat
+  alias BDS.AI.ChatToolQueryHelpers, as: QueryHelpers
+  alias BDS.AI.ChatToolSchemas, as: Schemas
   alias BDS.Media, as: MediaContext
   alias BDS.Media.Media
   alias BDS.MCP.Queries
@@ -12,7 +14,6 @@ defmodule BDS.AI.ChatTools do
   alias BDS.Posts.PostMedia
   alias BDS.Projects.Project
   alias BDS.Repo
-  alias BDS.Search
 
   @spec execute(String.t(), map(), String.t() | nil) :: map()
   def execute("blog_stats", _arguments, project_id) do
@@ -58,8 +59,14 @@ defmodule BDS.AI.ChatTools do
 
   def execute("search_posts", arguments, project_id) do
     project_id = project_id || active_project_id()
-    filters = search_filters(arguments)
+    filters = QueryHelpers.search_filters(arguments)
-    search_result(project_id, arguments["query"] || "", filters, &Queries.post_summary/1)
+
+    QueryHelpers.search_result(
+      project_id,
+      arguments["query"] || "",
+      filters,
+      &Queries.post_summary/1
+    )
   end
 
   def execute("read_post_by_slug", arguments, project_id) do
@@ -81,11 +88,11 @@ defmodule BDS.AI.ChatTools do
 
   def execute("list_posts", arguments, project_id) do
     project_id = project_id || active_project_id()
-    limit = normalize_limit(arguments["limit"])
+    limit = QueryHelpers.normalize_limit(arguments["limit"])
-    offset = normalize_offset(arguments["offset"])
+    offset = QueryHelpers.normalize_offset(arguments["offset"])
-    filters = search_filters(arguments) |> Map.merge(%{limit: limit, offset: offset})
+    filters = QueryHelpers.search_filters(arguments) |> Map.merge(%{limit: limit, offset: offset})
 
-    search_result(project_id, "", filters, fn post ->
+    QueryHelpers.search_result(project_id, "", filters, fn post ->
       post
       |> Queries.post_summary()
       |> Map.put("url", "/posts/#{post.slug}")
@@ -95,7 +102,7 @@ defmodule BDS.AI.ChatTools do
 
   def execute("list_media", arguments, project_id) do
     project_id = project_id || active_project_id()
-    limit = normalize_limit(arguments["limit"])
+    limit = QueryHelpers.normalize_limit(arguments["limit"])
 
     Repo.all(
       from(media in Media,
@@ -194,7 +201,7 @@ defmodule BDS.AI.ChatTools do
   def execute("count_posts", arguments, project_id) do
     project_id = project_id || active_project_id()
     group_by = List.wrap(arguments["groupBy"] || arguments["group_by"]) |> Enum.map(&to_string/1)
-    result = search_all_counted_posts(project_id, arguments)
+    result = QueryHelpers.search_all_counted_posts(project_id, arguments)
 
     groups =
       result.posts
@@ -321,7 +328,7 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "blog_stats",
               spec:
-                tool_spec("blog_stats", "Return aggregate blog statistics", %{
+                Schemas.tool_spec("blog_stats", "Return aggregate blog statistics", %{
                   "type" => "object",
                   "properties" => %{}
                 })
@@ -329,7 +336,7 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "get_blog_stats",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "get_blog_stats",
                   "Get comprehensive blog statistics: total posts, media count, unique tag count, and unique category count. Use this first when you need to understand the scope of the data.",
                   %{"type" => "object", "properties" => %{}}
@@ -338,7 +345,7 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "check_term",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "check_term",
                   "Check whether a term exists as a category, tag, or both. Returns post counts for each. Use before search_posts or list_posts when unsure whether a term is a category or tag.",
                   %{
@@ -351,16 +358,16 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "search_posts",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "search_posts",
                   "Search blog posts using full-text search. Can filter by category, tags, language, missing translation language, year, month, or status. Returns paginated concrete post data with titles, slugs, tags, categories, backlinks, and links_to.",
-                  post_search_schema(true)
+                  Schemas.post_search_schema(true)
                 )
             },
             %{
               name: "read_post",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "read_post",
                   "Read full content and metadata of a specific blog post by ID. Includes backlinks, links_to, tags, categories, excerpt, status, language, and available languages.",
                   %{
@@ -373,7 +380,7 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "read_post_by_slug",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "read_post_by_slug",
                   "Read full content and metadata of a specific blog post by slug. Includes backlinks, links_to, tags, categories, excerpt, status, language, and available languages.",
                   %{
@@ -386,37 +393,37 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "list_posts",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "list_posts",
                   "List blog posts with optional filtering by status, category, tags, language, year, or month. Returns paginated concrete post data with titles, slugs, URLs, statuses, tags, categories, backlinks, and links_to. Use for recent, latest, top, or title-list requests.",
-                  post_search_schema(false)
+                  Schemas.post_search_schema(false)
                 )
             },
             %{
               name: "get_media",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "get_media",
                   "Get information about a specific media file by ID, including title, alt text, caption, tags, filename, MIME type, dimensions, and update time.",
-                  media_id_schema()
+                  Schemas.media_id_schema()
                 )
             },
             %{
               name: "list_media",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "list_media",
                   "List concrete media data in the active project, including titles, filenames, MIME types, and update times.",
-                  limit_schema()
+                  Schemas.limit_schema()
                 )
             },
             %{
               name: "view_image",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "view_image",
                   "View an image thumbnail as a local data URL for visual inspection. Only works with image media files.",
-                  media_id_schema(%{
+                  Schemas.media_id_schema(%{
                     "size" => %{"type" => "string", "enum" => ["small", "medium", "large"]}
                   })
                 )
@@ -424,25 +431,25 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "update_post_metadata",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "update_post_metadata",
                   "Update metadata for a blog post: title, excerpt, tags, or categories. Does not update post body content.",
-                  update_post_metadata_schema()
+                  Schemas.update_post_metadata_schema()
                 )
             },
             %{
               name: "update_media_metadata",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "update_media_metadata",
                   "Update metadata for a media file: title, alt text, caption, or tags.",
-                  update_media_metadata_schema()
+                  Schemas.update_media_metadata_schema()
                 )
             },
             %{
               name: "list_tags",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "list_tags",
                   "List all tags used across blog posts with post counts.",
                   %{
@@ -454,7 +461,7 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "list_categories",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "list_categories",
                   "List all categories used across blog posts with post counts.",
                   %{"type" => "object", "properties" => %{}}
@@ -463,46 +470,46 @@ defmodule BDS.AI.ChatTools do
             %{
               name: "count_posts",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "count_posts",
                   "Count posts grouped by dimensions such as year, month, tag, category, or status. Use for analytics, distributions, and heat maps without transferring full post content.",
-                  count_posts_schema()
+                  Schemas.count_posts_schema()
                 )
             },
             %{
               name: "get_post_backlinks",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "get_post_backlinks",
                   "Get all posts that link to a specific post.",
-                  post_id_schema()
+                  Schemas.post_id_schema()
                 )
             },
             %{
               name: "get_post_outlinks",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "get_post_outlinks",
                   "Get all posts that a specific post links to.",
-                  post_id_schema()
+                  Schemas.post_id_schema()
                 )
             },
             %{
               name: "get_post_media",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "get_post_media",
                   "Get media files linked to a specific post.",
-                  post_id_schema()
+                  Schemas.post_id_schema()
                 )
             },
             %{
               name: "get_media_posts",
               spec:
-                tool_spec(
+                Schemas.tool_spec(
                   "get_media_posts",
                   "Get posts that use a specific media file.",
-                  media_id_schema()
+                  Schemas.media_id_schema()
                 )
             }
           ]
@@ -515,73 +522,73 @@ defmodule BDS.AI.ChatTools do
           %{
             name: "render_card",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_card",
                 "Render an information card in the chat UI. Use this for displaying a summary, highlight, or actionable item.",
-                render_card_schema()
+                Schemas.render_card_schema()
               )
           },
           %{
             name: "render_table",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_table",
                 "Render a data table in the chat UI. Use this when the user asks for tabular data, comparisons, or structured information.",
-                render_table_schema()
+                Schemas.render_table_schema()
               )
           },
           %{
             name: "render_chart",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_chart",
                 "Render an interactive chart in the chat UI. Use this when the user asks for a chart, graph, or data visualization. Supports bar, stacked-bar, line, area, pie, donut, and heatmap charts. Use stacked-bar for multi-segment bars and heatmap for grid/matrix visualizations.",
-                render_chart_schema()
+                Schemas.render_chart_schema()
               )
           },
           %{
             name: "render_form",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_form",
                 "Render an interactive form in the chat UI. Use this when you need to collect structured input from the user.",
-                render_form_schema()
+                Schemas.render_form_schema()
               )
           },
           %{
             name: "render_metric",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_metric",
                 "Render a single metric/KPI display in the chat UI. Use this for showing a single important value with a label.",
-                render_metric_schema()
+                Schemas.render_metric_schema()
               )
           },
           %{
             name: "render_list",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_list",
                 "Render a list of items in the chat UI. Use this for displaying bullet-point style lists, checklists, or simple enumerations.",
-                render_list_schema()
+                Schemas.render_list_schema()
               )
           },
           %{
             name: "render_tabs",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_tabs",
                 "Render a tabbed interface in the chat UI. Use this to organize information into multiple tabs that the user can switch between.",
-                render_tabs_schema()
+                Schemas.render_tabs_schema()
               )
           },
           %{
             name: "render_mindmap",
             spec:
-              tool_spec(
+              Schemas.tool_spec(
                 "render_mindmap",
                 "Render a mind map diagram in the chat UI. Use this when the user asks for a mind map, concept map, topic tree, brainstorming diagram, or hierarchical overview of ideas.",
-                render_mindmap_schema()
+                Schemas.render_mindmap_schema()
               )
           }
         ]
@@ -590,394 +597,6 @@ defmodule BDS.AI.ChatTools do
     end
   end
 
-  defp tool_spec(name, description, parameters) do
-    %{
-      "type" => "function",
-      "function" => %{
-        "name" => name,
-        "description" => description,
-        "parameters" => parameters
-      }
-    }
-  end
-
-  defp limit_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "limit" => %{"type" => "integer", "minimum" => 1, "maximum" => 50}
-      }
-    }
-  end
-
-  defp post_search_schema(require_query) do
-    schema = %{
-      "type" => "object",
-      "properties" => %{
-        "query" => %{"type" => "string"},
-        "status" => %{"type" => "string", "enum" => ["draft", "published", "archived"]},
-        "category" => %{"type" => "string"},
-        "tags" => %{"type" => "array", "items" => %{"type" => "string"}},
-        "language" => %{"type" => "string"},
-        "missingTranslationLanguage" => %{"type" => "string"},
-        "year" => %{"type" => "integer"},
-        "month" => %{"type" => "integer", "minimum" => 1, "maximum" => 12},
-        "limit" => %{"type" => "integer", "minimum" => 1, "maximum" => 50},
-        "offset" => %{"type" => "integer", "minimum" => 0}
-      }
-    }
-
-    if require_query, do: Map.put(schema, "required", ["query"]), else: schema
-  end
-
-  defp count_posts_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "groupBy" => %{
-          "type" => "array",
-          "items" => %{
-            "type" => "string",
-            "enum" => ["year", "month", "tag", "category", "status"]
-          }
-        },
-        "year" => %{"type" => "integer"},
-        "month" => %{"type" => "integer", "minimum" => 1, "maximum" => 12},
-        "status" => %{"type" => "string", "enum" => ["draft", "published", "archived"]},
-        "category" => %{"type" => "string"},
-        "tags" => %{"type" => "array", "items" => %{"type" => "string"}}
-      },
-      "required" => ["groupBy"]
-    }
-  end
-
-  defp post_id_schema do
-    %{
-      "type" => "object",
-      "properties" => %{"postId" => %{"type" => "string"}},
-      "required" => ["postId"]
-    }
-  end
-
-  defp media_id_schema(extra_properties \\ %{}) do
-    %{
-      "type" => "object",
-      "properties" => Map.merge(%{"mediaId" => %{"type" => "string"}}, extra_properties),
-      "required" => ["mediaId"]
-    }
-  end
-
-  defp update_post_metadata_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "postId" => %{"type" => "string"},
-        "title" => %{"type" => "string"},
-        "excerpt" => %{"type" => "string"},
-        "tags" => %{"type" => "array", "items" => %{"type" => "string"}},
-        "categories" => %{"type" => "array", "items" => %{"type" => "string"}}
-      },
-      "required" => ["postId"]
-    }
-  end
-
-  defp update_media_metadata_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "mediaId" => %{"type" => "string"},
-        "title" => %{"type" => "string"},
-        "alt" => %{"type" => "string"},
-        "caption" => %{"type" => "string"},
-        "tags" => %{"type" => "array", "items" => %{"type" => "string"}}
-      },
-      "required" => ["mediaId"]
-    }
-  end
-
-  defp render_table_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "title" => %{"type" => "string", "description" => "Optional table title"},
-        "columns" => %{
-          "type" => "array",
-          "items" => %{"type" => "string"},
-          "description" => "Column header names"
-        },
-        "rows" => %{
-          "type" => "array",
-          "items" => %{"type" => "array", "items" => %{"type" => "string"}},
-          "description" => "Table rows, each row is an array of cell values"
-        }
-      }
-    }
-  end
-
-  defp render_chart_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "chartType" => %{
-          "type" => "string",
-          "enum" => ["bar", "stacked-bar", "line", "area", "pie", "donut", "heatmap"],
-          "description" =>
-            "The type of chart to render. Use stacked-bar for multi-segment bars. Use heatmap for grid/matrix visualizations."
-        },
-        "title" => %{"type" => "string", "description" => "Optional chart title"},
-        "series" => %{
-          "type" => "array",
-          "description" => "Array of data points.",
-          "items" => %{
-            "type" => "object",
-            "properties" => %{
-              "label" => %{"type" => "string", "description" => "Data point label"},
-              "value" => %{"type" => "number", "description" => "Data point value"},
-              "segments" => %{
-                "type" => "array",
-                "description" =>
-                  "Segments within this data point. Required for stacked-bar and heatmap charts.",
-                "items" => %{
-                  "type" => "object",
-                  "properties" => %{
-                    "label" => %{"type" => "string"},
-                    "value" => %{"type" => "number"}
-                  },
-                  "required" => ["label", "value"]
-                }
-              }
-            },
-            "required" => ["label"]
-          }
-        }
-      },
-      "required" => ["chartType", "series"]
-    }
-  end
-
-  defp render_form_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "title" => %{"type" => "string", "description" => "Optional form title"},
-        "fields" => %{
-          "type" => "array",
-          "description" => "Form fields to display",
-          "items" => %{
-            "type" => "object",
-            "properties" => %{
-              "key" => %{"type" => "string", "description" => "Field identifier"},
-              "label" => %{"type" => "string", "description" => "Field label shown to user"},
-              "inputType" => %{
-                "type" => "string",
-                "enum" => ["text", "textarea", "select", "checkbox", "date", "number"],
-                "description" => "Type of input control"
-              },
-              "placeholder" => %{"type" => "string", "description" => "Placeholder text"},
-              "defaultValue" => %{"type" => "string", "description" => "Default value"},
-              "options" => %{
-                "type" => "array",
-                "description" => "Options for select fields",
-                "items" => %{
-                  "type" => "object",
-                  "properties" => %{
-                    "label" => %{"type" => "string"},
-                    "value" => %{"type" => "string"}
-                  }
-                }
-              },
-              "required" => %{"type" => "boolean", "description" => "Whether the field is required"}
-            },
-            "required" => ["key", "label", "inputType"]
-          }
-        },
-        "submitLabel" => %{"type" => "string", "description" => "Label for the submit button"},
-        "submitAction" => %{"type" => "string", "description" => "Action to dispatch on submit"}
-      }
-    }
-  end
-
-  defp render_card_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "title" => %{"type" => "string", "description" => "Card title"},
-        "subtitle" => %{"type" => "string", "description" => "Optional subtitle"},
-        "body" => %{"type" => "string", "description" => "Card body text (supports markdown)"},
-        "actions" => %{
-          "type" => "array",
-          "description" => "Optional action buttons on the card",
-          "items" => %{
-            "type" => "object",
-            "properties" => %{
-              "label" => %{"type" => "string", "description" => "Button label"},
-              "action" => %{"type" => "string", "description" => "Action name to dispatch"},
-              "payload" => %{
-                "type" => "object",
-                "description" => "Optional action payload"
-              }
-            },
-            "required" => ["label", "action"]
-          }
-        }
-      }
-    }
-  end
-
-  defp render_metric_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "label" => %{"type" => "string", "description" => "Metric label"},
-        "value" => %{"type" => "string", "description" => "Metric value (displayed prominently)"}
-      }
-    }
-  end
-
-  defp render_list_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "title" => %{"type" => "string", "description" => "Optional list title"},
-        "items" => %{
-          "type" => "array",
-          "items" => %{"type" => "string"},
-          "description" => "List items"
-        }
-      }
-    }
-  end
-
-  defp render_tabs_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "title" => %{"type" => "string", "description" => "Optional tabs title"},
-        "tabs" => %{
-          "type" => "array",
-          "description" => "Array of tabs",
-          "items" => %{
-            "type" => "object",
-            "properties" => %{
-              "label" => %{"type" => "string", "description" => "Tab label"},
-              "content" => %{
-                "type" => "array",
-                "description" => "Content items within the tab",
-                "items" => %{
-                  "type" => "object",
-                  "properties" => %{
-                    "type" => %{
-                      "type" => "string",
-                      "enum" => ["text", "metric", "list", "chart", "table"],
-                      "description" => "Content type"
-                    },
-                    "text" => %{"type" => "string", "description" => "Text content (for type text)"},
-                    "label" => %{"type" => "string", "description" => "Label (for type metric)"},
-                    "value" => %{"type" => "string", "description" => "Display value (for type metric)"},
-                    "title" => %{"type" => "string", "description" => "Title (for type list, chart, or table)"},
-                    "items" => %{
-                      "type" => "array", "items" => %{"type" => "string"},
-                      "description" => "Items (for type list)"
-                    },
-                    "chartType" => %{
-                      "type" => "string",
-                      "enum" => ["bar", "stacked-bar", "line", "area", "pie", "donut", "heatmap"],
-                      "description" => "Chart type (for type chart)"
-                    },
-                    "series" => %{
-                      "type" => "array",
-                      "description" => "Data series (for type chart)"
-                    },
-                    "columns" => %{
-                      "type" => "array", "items" => %{"type" => "string"},
-                      "description" => "Column headers (for type table)"
-                    },
-                    "rows" => %{
-                      "type" => "array", "items" => %{"type" => "array", "items" => %{"type" => "string"}},
-                      "description" => "Table rows (for type table)"
-                    }
-                  },
-                  "required" => ["type"]
-                }
-              }
-            },
-            "required" => ["label", "content"]
-          }
-        }
-      }
-    }
-  end
-
-  defp render_mindmap_schema do
-    %{
-      "type" => "object",
-      "properties" => %{
-        "title" => %{"type" => "string", "description" => "Optional mind map title"},
-        "nodes" => %{
-          "type" => "array",
-          "description" => "Flat array of nodes. The first node is the root. Each node references children by ID.",
-          "items" => %{
-            "type" => "object",
-            "properties" => %{
-              "id" => %{"type" => "string", "description" => "Unique node identifier"},
-              "label" => %{"type" => "string", "description" => "Node label text"},
-              "children" => %{
-                "type" => "array",
-                "items" => %{"type" => "string"},
-                "description" => "IDs of child nodes"
-              }
-            },
-            "required" => ["id", "label"]
-          }
-        }
-      }
-    }
-  end
-
-  defp normalize_limit(value) when is_integer(value) and value > 0 and value <= 50, do: value
-  defp normalize_limit(_value), do: 10
-
-  defp normalize_offset(value) when is_integer(value) and value >= 0, do: value
-  defp normalize_offset(_value), do: 0
-
-  defp search_filters(arguments) do
-    %{}
-    |> BDS.MapUtils.maybe_put(:category, BDS.MapUtils.blank_to_nil(arguments["category"]))
-    |> BDS.MapUtils.maybe_put(:tags, BDS.MapUtils.blank_to_nil(arguments["tags"]))
-    |> BDS.MapUtils.maybe_put(:language, BDS.MapUtils.blank_to_nil(arguments["language"]))
-    |> BDS.MapUtils.maybe_put(
-      :missing_translation_language,
-      BDS.MapUtils.blank_to_nil(arguments["missingTranslationLanguage"])
-    )
-    |> BDS.MapUtils.maybe_put(:year, arguments["year"])
-    |> BDS.MapUtils.maybe_put(:month, arguments["month"])
-    |> BDS.MapUtils.maybe_put(:status, BDS.BoundedAtoms.post_status(arguments["status"]))
-    |> Map.put(:offset, normalize_offset(arguments["offset"]))
-    |> Map.put(:limit, normalize_limit(arguments["limit"]))
-  end
-
-  defp search_all_counted_posts(project_id, arguments) do
-    filters = search_filters(arguments) |> Map.put(:offset, 0) |> Map.put(:limit, 1)
-    {:ok, %{total: total}} = Search.search_posts(project_id, "", filters)
-
-    filters = Map.put(filters, :limit, max(total, 1))
-    {:ok, result} = Search.search_posts(project_id, "", filters)
-
-    result
-  end
-
-  defp search_result(project_id, query, filters, mapper) do
-    {:ok, result} = Search.search_posts(project_id, query, filters)
-
-    %{
-      posts: Enum.map(result.posts, mapper),
-      total: result.total,
-      offset: result.offset,
-      limit: result.limit,
-      has_more: result.offset + result.limit < result.total
-    }
-  end
-
   defp with_post(arguments, project_id, not_found_result, success_fun) do
     case Repo.get_by(Post,
            id: arguments["postId"] || arguments["post_id"],

lib/bds/desktop/shell_live.ex

@@ -31,26 +31,20 @@ defmodule BDS.Desktop.ShellLive do
   alias BDS.Desktop.ShellLive.PostEditor
   alias BDS.Desktop.ShellLive.SidebarComponents, as: ShellSidebarComponents
   alias BDS.Desktop.ShellLive.SidebarEvents
-  alias BDS.Desktop.ShellLive.SidebarState, as: ShellSidebarState
 
   alias BDS.Desktop.ShellLive.{
     ChatSurface,
+    ContentState,
     Layout,
     SessionUtil,
     ShellCommandRunner,
     SidebarCreate,
     SocketState,
     TabHelpers,
-    TaskLocalization,
     TitlebarMenu,
     UrlState
   }
 
-  import TaskLocalization,
-    only: [
-      localize_task_status: 2
-    ]
-
   import TabHelpers,
     only: [
       tab_id_for_route: 2,
@@ -728,79 +722,9 @@ defmodule BDS.Desktop.ShellLive do
 
   defp refresh_sidebar(socket, workbench), do: SocketState.refresh_sidebar(socket, workbench)
 
-  defp refresh_content(socket, workbench) do
+  defp refresh_content(socket, workbench), do: ContentState.refresh_content(socket, workbench)
-    projects =
-      case ShellData.project_snapshot() do
-        {:ok, data} -> data
-        {:error, :not_ready} -> ShellData.default_project_snapshot()
-      end
 
-    dashboard =
+  defp reload_shell(socket, workbench), do: ContentState.reload_shell(socket, workbench)
-      case ShellData.dashboard(projects.active_project_id) do
-        {:ok, data} -> data
-        {:error, :not_ready} -> BDS.UI.Dashboard.empty_snapshot()
-      end
-
-    git_badge_count =
-      case ShellData.git_badge_count(projects.active_project_id) do
-        {:ok, count} -> count
-        {:error, :not_ready} -> 0
-      end
-
-    active_view_id = Atom.to_string(workbench.active_view)
-
-    sidebar_data =
-      case ShellData.sidebar_view(
-             projects.active_project_id,
-             active_view_id,
-             ShellSidebarState.current_filters(socket, active_view_id)
-           ) do
-        {:ok, data} -> data
-        {:error, :not_ready} -> BDS.UI.Sidebar.view(nil, active_view_id, %{})
-      end
-
-    sidebar_data = ShellSidebarState.merge_ui_state(socket, active_view_id, sidebar_data)
-
-    socket
-    |> assign(:projects, projects)
-    |> assign(:current_project, ShellData.current_project(projects))
-    |> assign(:dashboard, dashboard)
-    |> assign(:dashboard_timeline_entries, Map.get(dashboard, :timeline_entries, []))
-    |> assign(:dashboard_category_counts, Map.get(dashboard, :category_counts, []))
-    |> assign(:dashboard_recent_posts, Map.get(dashboard, :recent_posts, []))
-    |> assign(
-      :dashboard_tag_cloud_items,
-      ShellData.dashboard_tag_cloud_items(Map.get(dashboard, :tag_cloud_items, []))
-    )
-    |> assign(:git_badge_count, git_badge_count)
-    |> assign(:sidebar_data, sidebar_data)
-    |> refresh_layout(workbench)
-  end
-
-  defp reload_shell(socket, workbench) do
-    tab_meta = TabHelpers.sync_tab_meta(workbench, socket.assigns[:tab_meta] || %{})
-    raw_task_status = BDS.Tasks.status_snapshot()
-    page_language = socket.assigns[:page_language] || ShellData.ui_language()
-
-    offline_mode =
-      if connected?(socket) do
-        Map.get(socket.assigns, :offline_mode, AI.airplane_mode?(true))
-      else
-        Map.get(socket.assigns, :offline_mode, true)
-      end
-
-    task_status = localize_task_status(raw_task_status, page_language)
-
-    socket
-    |> assign(:tab_meta, tab_meta)
-    |> assign(:task_status, task_status)
-    |> assign(:offline_mode, offline_mode)
-    |> assign(:assistant_cards, ShellData.assistant_cards())
-    |> assign(:supported_ui_languages, ShellData.supported_ui_languages())
-    |> assign(:menu_groups, socket.assigns[:menu_groups] || TitlebarMenu.groups())
-    |> assign(:titlebar_menu_item_index, socket.assigns[:titlebar_menu_item_index])
-    |> refresh_content(workbench)
-  end
 
   defp encoded_shortcuts(shortcuts), do: Jason.encode!(shortcuts)
 

lib/bds/desktop/shell_live/content_state.ex

@@ -0,0 +1,83 @@
+defmodule BDS.Desktop.ShellLive.ContentState do
+  @moduledoc false
+
+  import Phoenix.Component, only: [assign: 3]
+
+  alias BDS.AI
+  alias BDS.Desktop.ShellData
+  alias BDS.Desktop.ShellLive.{SidebarState, SocketState, TabHelpers, TaskLocalization, TitlebarMenu}
+
+  def refresh_content(socket, workbench) do
+    projects =
+      case ShellData.project_snapshot() do
+        {:ok, data} -> data
+        {:error, :not_ready} -> ShellData.default_project_snapshot()
+      end
+
+    dashboard =
+      case ShellData.dashboard(projects.active_project_id) do
+        {:ok, data} -> data
+        {:error, :not_ready} -> BDS.UI.Dashboard.empty_snapshot()
+      end
+
+    git_badge_count =
+      case ShellData.git_badge_count(projects.active_project_id) do
+        {:ok, count} -> count
+        {:error, :not_ready} -> 0
+      end
+
+    active_view_id = Atom.to_string(workbench.active_view)
+
+    sidebar_data =
+      case ShellData.sidebar_view(
+             projects.active_project_id,
+             active_view_id,
+             SidebarState.current_filters(socket, active_view_id)
+           ) do
+        {:ok, data} -> data
+        {:error, :not_ready} -> BDS.UI.Sidebar.view(nil, active_view_id, %{})
+      end
+
+    sidebar_data = SidebarState.merge_ui_state(socket, active_view_id, sidebar_data)
+
+    socket
+    |> assign(:projects, projects)
+    |> assign(:current_project, ShellData.current_project(projects))
+    |> assign(:dashboard, dashboard)
+    |> assign(:dashboard_timeline_entries, Map.get(dashboard, :timeline_entries, []))
+    |> assign(:dashboard_category_counts, Map.get(dashboard, :category_counts, []))
+    |> assign(:dashboard_recent_posts, Map.get(dashboard, :recent_posts, []))
+    |> assign(
+      :dashboard_tag_cloud_items,
+      ShellData.dashboard_tag_cloud_items(Map.get(dashboard, :tag_cloud_items, []))
+    )
+    |> assign(:git_badge_count, git_badge_count)
+    |> assign(:sidebar_data, sidebar_data)
+    |> SocketState.refresh_layout(workbench)
+  end
+
+  def reload_shell(socket, workbench) do
+    tab_meta = TabHelpers.sync_tab_meta(workbench, socket.assigns[:tab_meta] || %{})
+    raw_task_status = BDS.Tasks.status_snapshot()
+    page_language = socket.assigns[:page_language] || ShellData.ui_language()
+
+    offline_mode =
+      if Phoenix.LiveView.connected?(socket) do
+        Map.get(socket.assigns, :offline_mode, AI.airplane_mode?(true))
+      else
+        Map.get(socket.assigns, :offline_mode, true)
+      end
+
+    task_status = TaskLocalization.localize_task_status(raw_task_status, page_language)
+
+    socket
+    |> assign(:tab_meta, tab_meta)
+    |> assign(:task_status, task_status)
+    |> assign(:offline_mode, offline_mode)
+    |> assign(:assistant_cards, ShellData.assistant_cards())
+    |> assign(:supported_ui_languages, ShellData.supported_ui_languages())
+    |> assign(:menu_groups, socket.assigns[:menu_groups] || TitlebarMenu.groups())
+    |> assign(:titlebar_menu_item_index, socket.assigns[:titlebar_menu_item_index])
+    |> refresh_content(workbench)
+  end
+end

test/bds/csm036_file_split_test.exs

@@ -0,0 +1,58 @@
+defmodule BDS.CSM036FileSplitTest do
+  use ExUnit.Case, async: false
+
+  @shell_live_path "lib/bds/desktop/shell_live.ex"
+  @shell_live_content_state_path "lib/bds/desktop/shell_live/content_state.ex"
+  @chat_path "lib/bds/ai/chat.ex"
+  @chat_title_generator_path "lib/bds/ai/chat_title_generator.ex"
+  @chat_tools_path "lib/bds/ai/chat_tools.ex"
+  @chat_tool_schemas_path "lib/bds/ai/chat_tool_schemas.ex"
+
+  describe "source-level: shell_live refresh orchestration split" do
+    test "shell_live delegates refresh_content and reload_shell to a helper module" do
+      shell_live_source = File.read!(@shell_live_path)
+      content_state_source = File.read!(@shell_live_content_state_path)
+
+      refute shell_live_source =~ "defp refresh_content(socket, workbench) do"
+      refute shell_live_source =~ "defp reload_shell(socket, workbench) do"
+
+      assert shell_live_source =~ "defp refresh_content(socket, workbench), do: ContentState.refresh_content(socket, workbench)"
+      assert shell_live_source =~ "defp reload_shell(socket, workbench), do: ContentState.reload_shell(socket, workbench)"
+
+      assert content_state_source =~ "def refresh_content(socket, workbench) do"
+      assert content_state_source =~ "def reload_shell(socket, workbench) do"
+    end
+  end
+
+  describe "source-level: ai chat title split" do
+    test "chat title generation logic lives in a dedicated helper module" do
+      chat_source = File.read!(@chat_path)
+      title_generator_source = File.read!(@chat_title_generator_path)
+
+      refute chat_source =~ "defp generate_chat_title(user_content, opts)"
+      refute chat_source =~ "defp build_chat_title_request(user_content, model)"
+      refute chat_source =~ "defp sanitize_chat_title(title) when is_binary(title)"
+
+      assert title_generator_source =~ "def generate_chat_title(user_content, opts)"
+      assert title_generator_source =~ "def build_chat_title_request(user_content, model)"
+      assert title_generator_source =~ "def sanitize_chat_title(title) when is_binary(title)"
+    end
+  end
+
+  describe "source-level: ai chat tool schema split" do
+    test "chat tool JSON schema builders live in a dedicated helper module" do
+      chat_tools_source = File.read!(@chat_tools_path)
+      chat_tool_schemas_source = File.read!(@chat_tool_schemas_path)
+
+      refute chat_tools_source =~ "defp tool_spec(name, description, parameters) do"
+      refute chat_tools_source =~ "defp render_chart_schema do"
+      refute chat_tools_source =~ "defp render_form_schema do"
+      refute chat_tools_source =~ "defp post_search_schema(require_query) do"
+
+      assert chat_tool_schemas_source =~ "def tool_spec(name, description, parameters) do"
+      assert chat_tool_schemas_source =~ "def render_chart_schema do"
+      assert chat_tool_schemas_source =~ "def render_form_schema do"
+      assert chat_tool_schemas_source =~ "def post_search_schema(require_query) do"
+    end
+  end
+end