# Technical Debt Backlog Findings from a full codebase + stack review (2026-06-11) covering BEAM/OTP antipatterns, build-vs-buy decisions, and architecture. Tasks are ordered in phases that make sense to execute sequentially; within a phase, tasks are independent unless noted. Phase 1 contains the top five findings. ## How to work these tasks Every task must follow the project rules in `AGENTS.md`: - **Test-first**: write a failing test before the fix, against the real module. - **Clean gates**: `mix compile --warnings-as-errors`, full `mix test` (use `xvfb-run mix test` on headless Linux), and `mix dialyzer` must all pass. - **Delete dead code completely** — no commented-out remnants. - **Specs**: check `specs/` for an allium spec covering the touched area; if the spec changes, validate it with `allium check ` (must exit 0). - **No new CDN/external assets** in preview or generated HTML. - New user-facing strings go through gettext with translations for de/fr/it/es. - If a task touches an app API surface, update the script bridge and `API.md` in the same change. Each task lists: context (why it matters), affected files, suggested approach, and acceptance criteria. Re-verify line numbers before editing — they reflect the review snapshot (commit `bf93403`). --- ## Phase 1 — Top five (security & correctness) ### TD-01: Move the AI secret encryption key out of the repo ✅ DONE (2026-06-11) **Severity: High (security).** **Status: implemented.** `BDS.AI.SecretKey` resolves the master key from the macOS Keychain (`security` CLI) with a 0600 key-file fallback under the private app dir; the deterministic node-name fallback is gone (operations return `{:error, :secret_key_unavailable}`); `BDS.AI.SecretMigration` re-encrypts legacy rows at every boot from `BDS.RepoBootstrap`; the endpoint `secret_key_base` is generated per boot. The legacy repo key literal remains in `SecretBackend`/tests **only** to decrypt and migrate existing user databases — remove it together with `SecretMigration` in a future release. The test env pins a deterministic `:ai_secret_key` in `config/test.exs` so the suite never touches the keyring; that string protects nothing. Rode along (mandated clean-gates): fixed all 10 pre-existing compiler type warnings surfaced by the full recompile and the one dialyzer finding (MapSet opacity in `mac_bundle/dylibs.ex`), so `mix compile --warnings-as-errors --force` and `mix dialyzer` are now clean baselines. **Context.** `BDS.AI.SecretBackend` encrypts AI provider API keys at rest with AES-256-GCM, but the key is the hardcoded string in `config/config.exs` (`config :bds, :ai_secret_key, "bds_desktop_shell_secret_key_base_..."`), which is committed to the repository and **never overridden in `config/runtime.exs`**, so production uses it too. Anyone with the user's SQLite database file plus the public source can decrypt their API keys. The fallback path is worse: `sha256(Atom.to_string(node()) <> ":bds:ai")`, and the node name is effectively always `nonode@nohost`, making the fallback key a constant. The same hardcoded string also serves as the prod `secret_key_base` for `BDS.Desktop.Endpoint`. **Files.** - `lib/bds/ai/secret_backend.ex` (`secret_key/0`, lines ~35–41) - `config/config.exs` (lines ~22–26: `:desktop` secret_key_base and `:ai_secret_key`) - `config/runtime.exs` (no override exists today) **Approach.** 1. On macOS, store the key in the Keychain via `System.cmd("security", ["add-generic-password", ...])` / `find-generic-password`. On other platforms (and as a portable fallback), generate a random 32-byte key on first launch and persist it with `0600` permissions under the app's private data dir (`~/Library/Application Support/bds` on macOS — see project conventions; never the repo or the project.json folder). 2. Remove the deterministic node-name fallback entirely; if no key can be obtained, fail loudly rather than silently degrade to obfuscation. 3. Migration: on startup, if secrets were encrypted with the legacy hardcoded key, decrypt with the old key and re-encrypt with the new one (one-time, then remove legacy key knowledge in a follow-up release). 4. Generate the endpoint `secret_key_base` at runtime (random per boot is fine for a loopback-only desktop endpoint) instead of shipping it in config. **Acceptance.** No secret material in the repo; `grep -r "secret_key_base_64\|ai_secret_key" config/` shows no literal keys; existing encrypted secrets still decrypt after upgrade (covered by a migration test); SecretBackend tests cover missing-key failure mode. --- ### TD-02: Replace the hand-rolled `:httpc` client with Req ✅ DONE (2026-06-11) **Severity: High (reliability), enables TD-06 (streaming).** **Status: implemented.** `BDS.AI.HttpClient` is a Req wrapper with explicit connect/receive timeouts and constant-delay transient retries for GETs only (POST completions are never retried), configurable under `config :bds, BDS.AI.HttpClient` (`:connect_timeout_ms`, `:receive_timeout_ms`, `:get_max_retries`, `:retry_delay_ms`). The legacy `{:ok, %{status, headers, body}}` contract is preserved (raw binary body, downcased single-valued headers), so runtime/catalog callers are unchanged. The automation driver's health check also moved to Req, `:inets` left `extra_applications`, and no `:httpc` remains under `lib/` (test files still use `:httpc` as a client against local servers — they start `:inets` themselves). TD-06 (SSE streaming via Req `into:`) is now unblocked. **Context.** `BDS.AI.HttpClient` wraps `:httpc` with empty http options — the default timeout is **infinity**, so a hung LLM endpoint (Ollama, LM Studio, any OpenAI-compatible server) blocks the chat task forever (see TD-03 for the blocking chain above it). There is no retry, no connection pooling, no pinned TLS verification (behavior depends on the OTP version's `:httpc` defaults), and `:inets.start()`/`:ssl.start()` are called redundantly on every request (both are already in `extra_applications`). Req is already an optional dependency of the `image` package, so the dependency tree barely grows. **Files.** - `lib/bds/ai/http_client.ex` (delete or reduce to a thin Req wrapper) - `lib/bds/ai/openai_compatible_runtime.ex` (calls `HttpClient.get/post`) - `lib/bds/desktop/automation.ex` (also uses `:httpc`; test-automation server, lower priority but should follow) - `mix.exs` (add `{:req, "~> 0.5"}`) **Approach.** Add Req with explicit `connect_options` (timeout), `receive_timeout` (generous but finite, e.g. 120s for LLM responses; make it config-driven under `config :bds, :ai`), `retry: :transient` for idempotent GETs only (do NOT auto-retry chat completions), and default TLS verification. Keep the existing `{:ok, %{status, headers, body}} | {:error, reason}` contract so the runtime and its tests change minimally, or inject Req as the `:http_client` the way tests already do. **Acceptance.** No `:httpc` calls remain under `lib/bds/ai/`; a test proves a slow/hung endpoint produces `{:error, %{kind: :http_error, reason: :timeout}}` within the configured budget instead of hanging; dialyzer clean. --- ### TD-03: Fix `BDS.AI.InFlight` ETS ownership and creation race ✅ DONE (2026-06-11) **Severity: High (correctness).** **Status: implemented.** `BDS.AI.InFlight` is now a minimal GenServer whose `init/1` creates the named table (`:named_table, :public, :set, read_concurrency: true`); it is supervised in `BDS.Application` (before anything that uses chat), so the table lives for the VM's lifetime and the concurrent-first-use race is impossible by construction. The lazy `table/0` creation path is deleted; `register/unregister/lookup` reference the named table directly. `test/bds/ai/in_flight_test.exs` proves registrations survive the death of the registering process and that the supervised process owns the table. **Context.** `lib/bds/ai/in_flight.ex` creates its named ETS table lazily in whichever process first calls `table/0`. Two defects: (1) the table is owned by that first caller — typically a transient LiveView or chat task — so when that process exits, the table and all in-flight chat registrations vanish, breaking `cancel_chat/1`; (2) two concurrent first-callers race on `:ets.new/2` with `:named_table`, and the loser crashes with `badarg`. **Files.** - `lib/bds/ai/in_flight.ex` - `lib/bds/application.ex` (supervision tree) **Approach.** Create the table from a stable owner. Simplest options: - create it directly in `BDS.Application.start/2` (the application process lives for the VM's lifetime), or - give InFlight a minimal GenServer whose `init/1` creates the table (`:named_table, :public, :set, read_concurrency: true`) and add it to the supervision tree before anything that uses chat. Remove the lazy `table/0` creation path entirely; `register/unregister/lookup` should assume the table exists. **Acceptance.** A test demonstrates registrations survive the death of the registering process; no code path calls `:ets.new` outside the owner's init; concurrent-first-use race is impossible by construction. --- ### TD-04: Flush embedding indexes on shutdown (or delete the dead `flush_all`) **Severity: Medium (perf/contract), High confidence.** **Context.** App shutdown SIGKILLs the BEAM (`BDS.Desktop.Shutdown.quit/0` — a documented and legitimate workaround for a wxWidgets static-destructor segfault on macOS). Consequence: **no `terminate/2` callback in the whole app ever runs on quit.** `BDS.Embeddings.Index` traps exits and relies on `terminate/2` to persist debounced HNSW index saves, and its moduledoc promises "force-saved on project switch / shutdown". Meanwhile `Embeddings.Index.flush_all/0` exists but has **zero production callers** (dead code per the AGENTS.md mandate). The lazy-reload-from-DB fallback makes this a startup-performance bug (index rebuilt unnecessarily) rather than data loss, but the code contradicts its own contract. **Files.** - `lib/bds/desktop/shutdown.ex` (`persist_safely/0`, lines ~92–99) - `lib/bds/embeddings/index.ex` (`flush_all/0` line ~87, `terminate/2` line ~167, moduledoc) **Approach.** Call `BDS.Embeddings.Index.flush_all()` inside `Shutdown.persist_safely/0` next to `MainWindow.persist_now()` (same rescue/catch hardening). Keep `terminate/2` as defense-in-depth for supervised restarts. Audit for other state that assumed graceful shutdown (search the tree for `terminate/2` implementations and check each one's expectations against the SIGKILL path). If instead the decision is that lazy rebuild is the intended behavior, delete `flush_all/0` and fix the moduledoc — pick one, don't keep both. **Acceptance.** Either `flush_all` is wired into the shutdown path with a test (injectable shutdown module already exists: `:desktop_shutdown_module` env), or it is deleted and the moduledoc no longer claims shutdown saving. No other `terminate/2` in the codebase silently depends on graceful shutdown for correctness. --- ### TD-05: Replace xmerl with Saxy in the WXR importer; add import transactions **Severity: Medium-High (DoS + integrity on user-supplied files).** **Context.** `BDS.WxrParser.parse_xml/1` uses `:xmerl_scan.string/1`, which **creates atoms from element and attribute names** in the parsed document. WXR files are user-supplied imports, so a malicious or merely huge/weird file can grow the atom table (atoms are never GC'd → eventual VM crash). It also reads the entire file into memory (`File.read!` + full DOM); real WordPress exports reach hundreds of MB. Separately, the import/rebuild write loops run one autocommit transaction per row on SQLite — slow (one fsync per post) and a failure mid-way leaves a half-imported database. **Files.** - `lib/bds/wxr_parser.ex` (full rewrite of the parsing layer; keep the output map shape) - `lib/bds/import_execution.ex` (line ~359: `Enum.each(post_ids, ...)` write loop) - `lib/bds/posts/rebuild_from_files.ex` (lines ~37–56: per-file upsert loop) - `mix.exs` (add `{:saxy, "~> 1.6"}`) **Approach.** 1. Rewrite WxrParser on Saxy (SAX or its simple-form DOM builder). Saxy keeps names as binaries (no atom creation) and supports streaming via `Saxy.parse_stream/3` with `File.stream!`. Preserve the existing public contract (`parse_file/1`, `parse_xml/1` returning `%{site:, posts:, pages:, media:, categories:, tags:}`) so `import_analysis.ex`/`import_execution.ex` are untouched; the existing parser tests become the safety net. Note: `sweet_xml` is already in the dep tree via `image`, but it is xmerl-based and inherits the atom problem — don't use it for this. 2. Wrap import and rebuild write loops in `Repo.transaction` (chunked, e.g. 500 rows per transaction, to keep WAL size and progress reporting sane). Consider `Repo.insert_all` in chunks for plain inserts — there is currently not a single `insert_all` in the codebase. **Acceptance.** A test feeds XML with many unique element names and asserts `:erlang.system_info(:atom_count)` does not grow proportionally; existing import fixture tests pass unchanged; a failure injected mid-import leaves the DB unchanged (rolled back chunk); large-import benchmark shows the transaction batching speedup. --- ## Phase 2 — Unbounded blocking & cancellation ### TD-06: Real SSE streaming for chat ✅ DONE (2026-06-11) **Depends on TD-02 (Req).** **Status: implemented.** Chat requests now send `"stream": true` (+ `stream_options.include_usage`) and consume the SSE response incrementally via `HttpClient.post_stream/5` (Req `into:`). `BDS.AI.SSE` assembles content deltas, tool-call fragments, and usage, emitting **cumulative content snapshots** throttled to `stream_emit_interval_ms` (default 100ms) — replace semantics, so the chat editor needed no changes and tool rounds reset naturally. Streaming applies only to `operation: :chat` with an `:on_stream` callback, can be disabled via `config :bds, :chat, streaming: false`, and providers that ignore the stream flag are auto-detected by content-type and parsed as plain JSON. Cancellation kills the chat task, which aborts the underlying connection (server-observed in tests). Persistence semantics are unchanged (one assistant row per round, same usage normalization). **Context.** `OpenAICompatibleRuntime.generate/3` never sets `"stream": true`; the UI's `{:chat_streaming_content, ...}` event fires exactly once with the complete response, i.e. streaming is fake. For local models this is the single biggest perceived-latency win available. **Files.** - `lib/bds/ai/openai_compatible_runtime.ex` - `lib/bds/ai/chat.ex` (`notify_chat_event` plumbing, `chat_round/9`) - `lib/bds/desktop/shell_live/chat_editor.ex` (consume incremental events) **Approach.** Use Req's `into:` option (fun or `:self`) to consume `text/event-stream` chunks, parse `data:` lines incrementally, emit `{:chat_streaming_content, conversation_id, delta}` per token-batch, and accumulate the full message for persistence (keep persistence semantics identical: one assistant row per round, tool_calls assembled from streamed fragments). Gate on a config flag so non-streaming providers still work. Remember the AGENTS.md AI rule: all automatic AI activity stays gated by airplane mode / local model / toast. **Acceptance.** A mock SSE server test asserts multiple incremental content events arrive before the final `{:ok, reply}`; tool-call rounds still work; cancellation mid-stream (TD-07) aborts the HTTP request. ### TD-07: Bound the chat await chain; end-to-end timeout & cancellation **Context.** `BDS.AI.Chat.send_chat_message/3` blocks the caller (a LiveView process) on a hand-rolled `await_chat_task/1` — a raw `receive` with **no `after` clause**. Combined with the infinite HTTP timeout (TD-02) the whole chain is unbounded. Even after TD-02, a defense-in-depth deadline belongs here. **Files.** - `lib/bds/ai/chat.ex` (`send_chat_message/3` lines ~185–219, `await_chat_task/1` lines ~855–882) **Approach.** Give `await_chat_task` an `after` deadline derived from config (request timeout × max_tool_rounds + margin), returning `{:error, :chat_timeout}` and terminating the task via `Task.Supervisor.terminate_child` (the path `cancel_chat/1` already uses). Alternatively restructure to fully async: run the chat task fire-and-forget and deliver results to the LiveView via the existing `event_target` / PubSub mechanism, so no process ever blocks. The async restructure is the better end state; the `after` clause is the cheap immediate fix. **Acceptance.** A stalled runtime stub cannot hang the caller past the deadline; cancel during a round kills the HTTP request and leaves the conversation in a consistent persisted state. ### TD-08: Remove test-sandbox scaffolding from production chat code **Context.** `chat.ex` contains a `:sandbox_ready` send/receive handshake and `allow_repo_sandbox/1` (with `Code.ensure_loaded?` + blanket `rescue`) purely so the Ecto SQL sandbox works for the `async_nolink` chat task in tests. Since ecto_sql 3.4 the sandbox automatically follows `$callers` for processes spawned via `Task`/`Task.Supervisor`, making all of this unnecessary — **verify this against the project's ecto_sql version and test modes first** (it holds for the default `:shared`/ownership modes when the caller chain is intact). **Files.** - `lib/bds/ai/chat.ex` (lines ~197–214, ~938–950) **Approach.** Delete the handshake (`receive :sandbox_ready`, the `send(task.pid, :sandbox_ready)`, and `allow_repo_sandbox/1`); run the full test suite to confirm `$callers` propagation covers it. If some test setup genuinely needs explicit allowance, move that into the test helper, not production code. **Acceptance.** Production module has zero sandbox references; full suite green. ### TD-09: Graceful task cancellation in `BDS.Tasks` **Context.** `Tasks.cancel_task/1` uses `Process.exit(pid, :kill)` — the worker gets no chance to clean up mid-upload or mid-file-write (`Persistence.atomic_write` mitigates file corruption but not e.g. remote half-states). `cancel_chat` already models the right approach. **Files.** - `lib/bds/tasks.ex` (line ~130) - `lib/bds/scripting/job_runner.ex` (`handle_call(:cancel, ...)` line ~67 — same pattern) **Approach.** Use `Task.Supervisor.terminate_child/2` (delivers `:shutdown`, escalates to kill after the child's shutdown timeout). Workers that need cleanup can trap exits locally. Keep the state bookkeeping identical (`:cancelled` status, queue promotion). **Acceptance.** A test worker with `trap_exit` observes `:shutdown` and runs its cleanup before dying; cancelled tasks still free a concurrency slot. ### TD-10: Timeouts for external `git` commands **Context.** `BDS.Git` shells out via `System.cmd`, which has **no timeout**. `GIT_TERMINAL_PROMPT=0` and SSH BatchMode prevent interactive hangs, but a network-level stall on `fetch`/`pull`/`push`/`lfs` blocks the calling task indefinitely. (Shelling out to git itself is the right call — current Elixir libgit2 bindings are not mature; keep that decision.) **Files.** - `lib/bds/git.ex` (`system_runner/3` line ~343, `run_git/3`) **Approach.** Wrap the command in `Task.async` + `Task.yield(task, timeout) || Task.shutdown(task, :brutal_kill)` inside `system_runner` (note: the OS process may need explicit killing — consider `MuonTrap` for proper external-process supervision, or spawn git via a port with `:kill_group`). Default timeout config-driven: generous for network ops (120s), short for local ops (15s). Map timeout to a structured error like the existing `%{kind: :auth, ...}` shape so the UI can toast it. **Acceptance.** A runner stub that sleeps past the deadline produces `{:error, %{kind: :timeout, ...}}`; no orphaned OS processes after timeout (test with a real `sleep` binary). --- ## Phase 3 — Process architecture (de-bottleneck singletons) ### TD-11: Move preview rendering out of the `BDS.Preview` GenServer **Context.** Every preview HTTP request (`Preview.request/2`, `preview_draft/3`) renders Markdown + Liquid **inside** the singleton `BDS.Preview` GenServer via `handle_call`. A browser loading one page fires parallel requests (page, CSS, images) that all serialize through this single process — the textbook "process used for code organization" bottleneck. **Files.** - `lib/bds/preview.ex` (`handle_call({:request, ...})` line ~93, `handle_call({:preview_draft, ...})` line ~102) - `lib/bds/preview/router.ex` (the Plug calling into Preview) **Approach.** Keep the GenServer for what actually needs serialization (server lifecycle: start/stop/ensure, current-project state, graceful drain). For requests, expose a fast state read (`:sys.get_state`-free — e.g. a public ETS table or a lightweight `handle_call(:current_project)`) and perform rendering in the Bandit request process itself. The drain logic (`@drain_timeout`) already tracks inflight requests — adapt it to count renderers via monitors or a counter. **Acceptance.** A test issues N concurrent slow renders and asserts they overlap (wall time « N × single render); stop_preview still drains correctly. ### TD-12: Move HNSW builds and duplicate scans out of `Embeddings.Index` handle_call **Context.** `Embeddings.Index` (singleton) builds HNSW graphs and runs full duplicate scans inside `handle_call` with client timeout `:infinity`. A long duplicate scan head-of-line-blocks every neighbor query the UI makes. The state it guards (index refs, label maps, debounce timers) is small; the work is what's big. **Files.** - `lib/bds/embeddings/index.ex` (`handle_call({:put, ...})` ~105, `{:duplicate_pairs, ...}` ~128) **Approach.** For `duplicate_pairs` (read-only over the index ref): capture the entry in the GenServer, spawn the scan in a `Task` (HNSWLib index resources are usable from other processes — verify; they are NIF resources, confirm thread-safety of concurrent reads in hnswlib docs), and reply via `GenServer.reply/2`. For `put` (build): construct the graph in the caller or a Task and hand the finished index to the GenServer for state swap + debounced save. Queries during a rebuild keep hitting the old index. **Acceptance.** Neighbor queries return while a duplicate scan is running (test with a large synthetic index); debounce/flush semantics unchanged. ### TD-13: Slim down the `Publishing` GenServer call surface **Context.** `Publishing` does Repo writes inside `handle_call` (`:upload_site`, `:update_job`) and the uploader makes per-file synchronous calls (`:should_upload_scp_file` / `:mark_uploaded_scp_file`) — chatty serialization through one process during uploads. **Files.** - `lib/bds/publishing.ex` (lines ~45–119) **Approach.** Job creation (Repo insert) can happen in the caller before the call; the GenServer keeps only `scp_uploads` mtime state. Batch the mtime check: one call returning the filtered upload list instead of two calls per file. Consider whether `scp_uploads` state should be ETS (`read_concurrency`) owned by the GenServer. **Acceptance.** Upload of N files makes O(1) GenServer calls for mtime bookkeeping, not O(N)·2; behavior identical for incremental uploads. ### TD-14: Replace polling with messaging (CliSync watcher + rebuild sequencing) **Context.** Two polling loops: 1. `CliSync.Watcher` polls the SQLite notifications table every **100 ms forever** — ~10 queries/sec at idle in a battery-powered desktop app. 2. `shell_commands.ex` `wait_for_group_phase/3` sleep-polls `Tasks.list_tasks()` every 50 ms to sequence rebuild steps. **Files.** - `lib/bds/cli_sync/watcher.ex` (`@default_poll_interval_ms 100`) - `lib/bds/desktop/shell_commands.ex` (`wait_for_group_phase/3` lines ~563–585) - `lib/bds/tasks.ex` (add completion broadcast) **Approach.** 1. Watcher: cheapest meaningful fix is a `PRAGMA data_version` pre-check — a single integer read that changes only when *another connection* commits; only query the notifications table when it moves. (SQLite update hooks don't fire for external connections, so the CLI-writes use case genuinely needs polling — make it near-free instead of removing it.) Alternatively watch the `-wal` file mtime with the `file_system` package. Also consider lengthening the idle interval with backoff. 2. Rebuild sequencing: have `BDS.Tasks` broadcast task terminal states on `BDS.PubSub` (it already sits next to PubSub in the supervision tree); `wait_for_group_phase` subscribes and `receive`s with a deadline instead of sleep-polling. **Acceptance.** Idle app issues no table queries when `data_version` is unchanged (or interval ≥ 1s with backoff); rebuild sequencing has no `Process.sleep`; CLI-sync round-trip latency stays ≤ current behavior. ### TD-15: `BDS.Tasks` housekeeping (queue type, eviction timers) **Context.** Minor inefficiencies in `tasks.ex`: the pending queue is a list appended with `++` (O(n) per submit), and **every** finishing task schedules a fresh 1-hour `send_after` eviction timer — timers accumulate without bound (harmless, but sloppy). **Files.** - `lib/bds/tasks.ex` (`handle_call({:submit_task,...})` ~84, `schedule_finished_task_eviction/1` ~365) **Approach.** Use `:queue` for the pending queue. Replace per-finish timers with one periodic sweep (`send_after` rescheduled in `handle_info(:evict_finished_tasks, ...)`) or track a single timer ref. Also consider downgrading `report_progress` from `call` to `cast` (progress is fire-and-forget; the throttle already drops updates). **Acceptance.** One live eviction timer at most; queue operations O(1); existing task lifecycle tests green. --- ## Phase 4 — Build-vs-buy replacements ### TD-16: Frontmatter robustness — yaml_elixir/ymlr or harden the hand-rolled parser **Context.** `BDS.Frontmatter` is a hand-rolled YAML subset with concrete bugs for user-edited files: - `parse_document` splits on `"\n---\n"` — **CRLF files never match** and are rejected as `:invalid_frontmatter`. External editors on Windows will produce these. - `parse_string` handles quotes by trimming the trailing quote char — a quoted string containing its own quote mid-string is corrupted. - No nesting support (may be intentional). Decision needed: adopt `yaml_elixir` (parse) + `ymlr` (emit), or keep the subset deliberately (round-trip stability for file diffs is a legitimate reason) and fix the bugs. Note the metadata sync rule: frontmatter is read by publishing, metadata-diff, and rebuild-from-files — all three must stay in agreement, which argues for keeping one serializer either way. **Files.** - `lib/bds/frontmatter.ex` - Callers: `lib/bds/posts/file_sync.ex`, `lib/bds/posts/rebuild_from_files.ex`, `lib/bds/document_fields.ex` **Approach (minimum).** Normalize `\r\n` → `\n` before parsing; rewrite `parse_string` to properly unescape (scan, don't trim); add property-style round-trip tests (`parse(serialize(x)) == x`) including quotes, newlines, unicode, CRLF input. If switching to yaml_elixir: keep `serialize_document` output byte-stable against current golden files to avoid noisy git diffs in user projects. **Acceptance.** CRLF fixture parses; round-trip property tests pass; golden serialization fixtures unchanged (if keeping custom serializer). ### TD-17: Language detection via `paasaa` (optional, low priority) **Context.** `Search.detect_language/1` uses diacritic regexes + tiny word lists; German text without umlauts (common in short posts) falls through to English, picking the wrong stemmer. `paasaa` is a pure-Elixir trigram detector. **Files.** - `lib/bds/search.ex` (lines ~60–89, `detect_language/1`, `@language_hints`) **Approach.** Add `{:paasaa, "~> 0.6"}`; use it for texts above a length threshold, keep the cheap heuristics as a short-text fallback; map ISO codes to `@stemmer_algorithms` keys; default `"en"` unchanged. Delete `@language_hints` if fully superseded (dead-code rule). **Acceptance.** Misclassification fixtures (umlaut-free German, accented-free French) detect correctly; stemmer selection unchanged for English. ### TD-18: Evaluate Oban (Lite engine) for durable jobs **Context.** Three overlapping job systems exist: in-memory UI tasks (`BDS.Tasks`), DB-persisted publish jobs (`Publishing` + `PublishJob` rows), and scripting jobs (`JobStore`/`JobRunner`/`JobSupervisor`). The durable ones (publishing, possibly long script jobs) would get retries, uniqueness, crash-recovery-on-restart, and telemetry for free from Oban's SQLite `Lite` engine on the existing `ecto_sqlite3` setup. **This is an evaluation task, not a mandate** — the in-memory `BDS.Tasks` UI progress system should stay. **Files (for the evaluation).** - `lib/bds/publishing.ex`, `lib/bds/publishing/publish_job.ex` - `lib/bds/scripting/job_store.ex`, `job_runner.ex`, `job_supervisor.ex` - `lib/bds/tasks.ex` (stays; would wrap Oban job progress for the UI) **Approach.** Spike: model `upload_site` as an Oban worker with the Lite engine; check binary-size and startup cost impact for the desktop release; check interplay with the test sandbox and with the `bds_mcp` release. Write up a go/no-go with the spike branch. If no-go, document why in this file and close. **Acceptance.** Decision documented; if go: publishing migrated first, with crash-recovery test (kill app mid-upload, job resumes/retries on restart). ### TD-19: Add credo, mix_audit (and consider sobelow) to the quality gates **Context.** The project enforces dialyzer + warnings-as-errors but has no style/consistency linter and no dependency CVE audit. Cheap, high-leverage additions. **Files.** - `mix.exs` (deps + `validate` alias), new `.credo.exs` **Approach.** Add `{:credo, "~> 1.7", only: [:dev, :test], runtime: false}` and `{:mix_audit, "~> 2.1", only: [:dev, :test], runtime: false}`. Extend the `validate` alias: `["test", "credo --strict", "deps.audit", "dialyzer"]`. Start credo in non-strict mode if the initial violation count is large; fix or explicitly disable rules rather than leaving noise. Sobelow is Phoenix-web-oriented; evaluate whether its checks add signal for a loopback-only desktop endpoint before adopting. **Acceptance.** `mix validate` runs all four gates clean; CI/agent instructions (AGENTS.md) updated to mention them. --- ## Phase 5 — Consistency, config & hygiene ### TD-20: Align SQLite pool configuration between dev and prod **Context.** Dev runs `pool_size: 5` (config.exs), prod runs `pool_size: 1` (runtime.exs) — so dev and prod have **different concurrency semantics**: dev can hit `SQLITE_BUSY`/interleavings prod never sees; prod serializes every read behind every write. WAL mode + `busy_timeout: 15_000` are already set globally. **Files.** - `config/config.exs` (pool_size 5), `config/runtime.exs` (POOL_SIZE default "1") **Approach.** Pick one deliberate model and apply it to both envs. Options: (a) pool of 1 everywhere (simplest, fully serialized, fine for single-user); (b) modest pool (3–5) everywhere relying on WAL + busy_timeout; (c) ecto_sqlite3's documented separate read/write pool pattern. Document the choice in a comment. Run the suite and a manual smoke under the chosen prod setting. **Acceptance.** Same pool model in dev and prod; rationale comment in config; no busy-timeout regressions in tests. ### TD-21: Harden `Persistence.atomic_write` **Context.** `atomic_write/2` uses a fixed `path <> ".tmp"` temp name — two concurrent writers to the same path corrupt each other's temp file before rename. No fsync before rename (crash can leave an empty/partial target on some filesystems); for blog-post files that durability trade-off is defensible, but the temp-name collision is not. **Files.** - `lib/bds/persistence.ex` (`atomic_write/2` lines ~70–82) **Approach.** Unique temp suffix: `path <> ".tmp." <> Integer.to_string(System.unique_integer([:positive]))`. Optionally `:file.sync` the temp file before rename behind an opt-in flag for critical writes. Clean up stray `*.tmp.*` files defensively where directories are scanned (check rebuild-from-files glob patterns ignore them). **Acceptance.** Concurrent-writer test produces two intact outcomes (last write wins, no corruption); rebuild file globs ignore temp files. ### TD-22: Wrap `delete_chat_conversation` in a transaction **Context.** `chat.ex` deletes all messages (`Repo.delete_all`) then the conversation (`Repo.delete`) without a transaction — a failure in between strands orphan message rows. The codebase uses `Repo.transaction` conscientiously elsewhere; this is an outlier. (Check for siblings: any other multi-statement write without a transaction found during work on this task should be fixed in the same pass — e.g. audit `lib/bds/ai/catalog.ex`, `lib/bds/scripts.ex`.) **Files.** - `lib/bds/ai/chat.ex` (`delete_chat_conversation/1` lines ~102–117) **Approach.** `Repo.transaction(fn -> ... end)` or `Ecto.Multi`. Better: add `ON DELETE CASCADE` via an Ecto migration on the `chat_messages.conversation_id` FK and drop the manual `delete_all` (use `mix ecto.gen.migration` per project rules). **Acceptance.** Injected failure between the two deletes leaves both intact; no orphaned messages possible. ### TD-23: Sweep blanket `rescue`/`catch` blocks for silent failure **Context.** Several modules rescue *all* exceptions into `:ok`/fallbacks (`shutdown.ex` defensibly — it must never block quit; but also `overlay_components.ex` (11 rescues), `import_execution.ex`, `import_analysis.ex`, `main_window.ex`, `Repo.ready?`). Blanket rescues hide real bugs (typos become silent no-ops) and dialyzer can't see through them. **Files.** Start with: `lib/bds/desktop/shell_live/overlay_components.ex`, `lib/bds/import_execution.ex`, `lib/bds/import_analysis.ex`, `lib/bds/desktop/main_window.ex`. **Approach.** For each rescue: narrow to the specific exception(s) actually expected, add a `Logger.warning` with context where swallowing is the right call, and delete rescues that guard nothing. Shutdown.ex's rescues stay as-is (documented intent: never block quit). **Acceptance.** No bare `rescue _ ->` without either a narrow exception match or a logged justification; suite green. ### TD-24: Fix stale `npm test` reference in AGENTS.md **Context.** AGENTS.md "Fix All Test Failures" section says "Run the full test suite (`npm test`)" — stale from the pre-Elixir rewrite. It's an instruction file for agents; wrong commands actively mislead. **Files.** `AGENTS.md` **Approach.** Replace with `mix test` (and the `xvfb-run mix test` headless note already present elsewhere in the file). While in there, scan for other JS-era references (React components are mentioned in the i18n section — verify whether that section should say LiveView/HEEx). **Acceptance.** AGENTS.md commands all match the Elixir toolchain. ### TD-25: Generate the desktop endpoint secret at runtime ✅ DONE (2026-06-11, shipped with TD-01) **Context.** The Phoenix endpoint `secret_key_base` (session/LiveView signing) was a hardcoded repo string in all envs. **Status: implemented as part of TD-01.** `BDS.Application.desktop_secret_key_base/0` now generates `Base.encode64(:crypto.strong_rand_bytes(48))` per boot when no explicit config is set; the static value was removed from `config/config.exs`. --- ## Explicit non-issues (decisions reviewed and endorsed) Recorded so future reviews don't re-litigate them: - **Shelling out to `git`** instead of libgit2 NIF bindings — correct; bindings are immature. (Timeout gap tracked as TD-10.) - **SIGKILL shutdown** for the wx static-destructor segfault — legitimate, well-documented workaround. (Terminate-callback consequence tracked as TD-04.) - **`BDS.BoundedAtoms`** allow-list atom conversion — good practice, keep. - **Luerl with reduction/time caps** for user scripting — right tool, sound sandbox config. - **SQLite FTS5 + bm25** for search, **HNSWLib** for ANN, **Liquex/Earmark** for rendering — all appropriate. - **Integer-millisecond timestamps** (`Persistence.now_ms`) over `:utc_datetime_usec` — committed design choice; consistent; keep `parse_timestamp`'s seconds-vs-ms heuristic under test, don't migrate. - **`elixir-desktop` dependency risk** (niche, lightly maintained) — acknowledged; mitigation is the existing thin `BDS.Desktop.*` boundary, not replacement. - **No telemetry pipeline** — reasonable cut for a desktop app; revisit only if support/debugging demands it.