feat: include todo list in summarization output

[fkesheh]

Summary

• Preserve active tasks across conversation summarization by including the current todo list alongside the context summary
• buildSummaryMessage now accepts an optional Todo[] and appends a <current_todos> XML block when todos are non-empty
• checkAndSummarizeIfNeeded passes todos through from the call site in chat-handler.ts via getTodoManager().getAllTodos()

Test plan

• npx tsc --noEmit --skipLibCheck passes
• All 10 summarization tests pass (8 existing + 2 new)
• 100% line coverage on summarization module
• New test: verifies <current_todos> block with formatted todo lines when todos exist
• New test: verifies no <current_todos> block when todos are empty

Summary by CodeRabbit

• New Features

  • Summaries now include a formatted todo section, retain recent messages for continuity, and support incremental/first-time condensation with improved prompts and token-threshold handling.
  • Summarization can be cancelled via abort signals.

• Bug Fixes

  • Summary invalidation is more selective and time-aware; persistence and save failures no longer block UI flow.
  • Message re-truncation ensures token budgets are respected after inserting summaries.

• Tests

  • Added comprehensive unit tests covering summarization, todos, aborts, persistence, and edge cases.

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Project	Deployment	Actions	Updated (UTC)
hackerai	Ready	Preview, Comment	Feb 10, 2026 8:50pm

[coderabbitai]

📝 Walkthrough

Walkthrough

Refactors chat summarization into a new lib/chat/summarization module (constants, prompts, helpers, index), removes lib/utils/message-summarization.ts, adds extensive unit tests, updates lib/api/chat-handler.ts to import the new module and pass current todos plus an abort signal, adjusts DB truncation after summaries, and changes summary invalidation in convex/messages.ts.

Changes

Cohort / File(s)	Summary
Summarization Core lib/chat/summarization/index.ts, lib/chat/summarization/helpers.ts, lib/chat/summarization/constants.ts, lib/chat/summarization/prompts.ts	New modular summarization implementation: token-threshold logic, message splitting, prompt variants, summary generation (incremental + fallback), building a <context_summary> UI message (optional <current_todos>), persistence, and exported checkAndSummarizeIfNeeded + SummarizationResult.
Tests lib/chat/summarization/__tests__/index.test.ts	Adds comprehensive unit tests covering gating, token thresholds, agent vs ask prompts, incremental/first-time summarization, todos inclusion, abort handling, persistence success/failure, and utilities (isSummaryMessage/extractSummaryText).
Call Site Update lib/api/chat-handler.ts	Updated import path to @/lib/chat/summarization and extended two calls to checkAndSummarizeIfNeeded to pass getTodoManager().getAllTodos() and userStopSignal.signal (todos and abort signal).
DB message handling lib/db/actions.ts	After injecting a summary message, re-truncates subsequent messages to fit remaining token budget using truncateMessagesToTokenLimit, returning summary + re-truncated messages.
Removed Legacy lib/utils/message-summarization.ts	Deleted legacy monolithic summarization implementation (responsibilities migrated to new module).
Related Chat Invalidation convex/messages.ts	Reworked summary invalidation to use creation-time comparison against cutoff message, perform guarded invalidation only when appropriate, and integrate checks before deletions/regeneration with best-effort error handling.

Sequence Diagram(s)

sequenceDiagram
  autonumber
  actor Client
  participant ChatHandler as Chat Handler
  participant TodoMgr as Todo Manager
  participant Summarizer as Summarization Module
  participant LM as Language Model
  participant DB as Database
  participant Writer as UI Writer

  Client->>ChatHandler: new message / step
  ChatHandler->>TodoMgr: getAllTodos()
  ChatHandler->>Summarizer: checkAndSummarizeIfNeeded(uiMessages, sub, LM, mode, Writer, chatId, fileTokens, todos, abortSignal)
  Summarizer->>Writer: signal summarization start
  Summarizer->>LM: generate summary (prompt + messages, abortable)
  LM-->>Summarizer: summary text / error
  Summarizer->>DB: persist summary (chatId, cutoffMessageId)
  DB-->>Summarizer: persist result / error
  Summarizer->>Writer: signal summarization complete (summary or fallback)
  Summarizer-->>ChatHandler: SummarizationResult

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Estimated code review effort

🎯 4 (Complex) | ⏱️ ~45 minutes

Possibly related PRs

• feat: add automatic conversation summarization for agent mode #60 — Integrates the new summarization module into chat flows and adjusts checkAndSummarizeIfNeeded usage.
• Daily 2026 02 03 #207 — Related changes to chat-handler call sites and argument shape for summarization.
• Daily 2026 02 03 #211 — Updates chat-handler summarization arguments and ties into persistence/truncation adjustments.

Poem

🐰✨ A rabbit hops through code with glee,

I tuck old files and craft a key,
Todos snug in context wrapped,
Summaries trimmed, no thread unzapped,
Tests all dance — hooray for me! 🥕🐇

🚥 Pre-merge checks | ✅ 2 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 0.00% which is insufficient. The required threshold is 80.00%.	Write docstrings for the functions missing them to satisfy the coverage threshold.

✅ Passed checks (2 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title 'feat: include todo list in summarization output' accurately describes the main feature addition—integrating todo lists into the summarization process, which aligns with the PR objectives of preserving active tasks across conversation summarization.

_{✏️ Tip: You can configure your own custom pre-merge checks in the settings.}

✨ Finishing touches

• 📝 Generate docstrings

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Post copyable unit tests in a comment
• Commit unit tests in branch refactor-chat-sumarization

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[coderabbitai]

Actionable comments posted: 1

🤖 Fix all issues with AI agents

In `@lib/chat/summarization/helpers.ts`:
- Around line 90-108: The buildSummaryMessage function currently interpolates
summaryText and each todo.content directly into XML-like tags; to prevent
tag-breaking when content contains XML-like strings, HTML-escape special
characters (at least &, <, >, " and ') before interpolation. Add or use a helper
like escapeXml and apply it to summaryText and todo.content (used in the
todos.map) so the generated <context_summary> and <current_todos> blocks remain
well-formed; keep the rest of buildSummaryMessage (id, role, parts) unchanged.

🧹 Nitpick comments (1)

lib/chat/summarization/__tests__/index.test.ts (1)

304-328: LGTM — correctly validates absence of todo block for empty array.

Minor style note: this test uses a type assertion on Line 323–324 (as { type: string; text: string }) while the preceding test (Line 281) accesses the same property without one. Harmless but slightly inconsistent.