Tolaria's abstractions follow the **convention over configuration** principle: standard field names and folder structures have well-defined meanings and trigger UI behavior automatically. This makes vaults legible both to humans and to AI agents — the more a vault follows conventions, the less custom configuration an AI needs to navigate it correctly.
Relationship fields are detected dynamically — any frontmatter field containing `[[wikilink]]` values is treated as a relationship (see [ADR-0010](adr/0010-dynamic-wikilink-relationship-detection.md)). Tolaria's own default relationship vocabulary uses snake_case on disk, but labels are humanized at render time and existing user-authored keys are left untouched.
_sidebar_label: Projects # override label in sidebar
```
**This convention is universal** — apply it to all future system-level frontmatter fields. When a new feature needs to store configuration in a note's frontmatter (especially in Type notes), use `_field_name` to keep it hidden from normal user-facing surfaces while still stored on-disk as plain text.
The frontmatter parser (Rust: `vault/mod.rs`, TS: `utils/frontmatter.ts`) must filter out `_*` fields before passing `properties` to the UI.
Entity type is stored in the `type:` frontmatter field (e.g. `type: Quarter`). The legacy field name `Is A:` is still accepted as an alias for backwards compatibility but new notes use `type:`. The `VaultEntry.isA` property in TypeScript/Rust holds the resolved value.
Type is determined **purely** from the `type:` frontmatter field — it is never inferred from the file's folder location. All notes live at the vault root as flat `.md` files:
New notes are created at the vault root: `{vault}/{slug}.md`. Changing a note's type only requires updating the `type:` field in frontmatter — the file does not move. The `type/` folder exists solely for type definition documents. Legacy `config/` content is still recognized during migration and repair, but Tolaria's managed AI guidance now lives at the vault root.
**Type relationship**: When any entry has an `isA` value (e.g., "Project"), the Rust backend automatically adds a `"Type"` entry to its `relationships` map pointing to `[[type/project]]`. This makes the type navigable from the Inspector panel.
The Rust parser scans all frontmatter keys for fields containing `[[wikilinks]]`. Any non-standard field with wikilink values is captured in the `relationships` HashMap:
This enables arbitrary, extensible relationship types without code changes.
### Outgoing Links
All `[[wikilinks]]` in the note body (not frontmatter) are extracted by regex and stored in `outgoingLinks`. Used for backlink detection and relationship graphs.
- **Display title resolution** (`extract_title` in `vault/parsing.rs`): first `# H1` on the first non-empty body line, then legacy frontmatter `title:`, then slug-to-title from the filename stem.
- **Opening a note is read-only**: selecting a note does not inject or auto-correct `title:` frontmatter.
- **Explicit filename actions** (`rename_note`): breadcrumb rename/sync actions update the filename and wikilinks across the vault. The editor body remains the title editing surface.
A `vault_health_check` command detects stray files in non-protected subfolders and filename-title mismatches. On vault load, a migration banner offers to flatten stray files to the root via `flatten_vault`.
- Tracks the last meaningful editor activity plus app focus/visibility transitions
- Triggers `useCommitFlow.runAutomaticCheckpoint()` only when the vault is git-backed, pending changes exist, and no unsaved edits remain
- Shares the same deterministic automatic commit message generator with the bottom-bar Commit button, so timer-driven checkpoints and manual quick commits produce the same `Updated N note(s)` / `Updated N file(s)` messages
Defined in `src/components/editorSchema.tsx` and styled in `src/components/EditorTheme.css`:
- The schema overrides BlockNote's default `codeBlock` spec with `createCodeBlockSpec({ ...codeBlockOptions, defaultLanguage: "text" })` from `@blocknote/code-block`.
- Fenced code blocks now use BlockNote's supported Shiki-backed highlighter path, which renders `.shiki` token spans directly inside the editor DOM.
- Tolaria keeps `defaultLanguage: "text"` so unlabeled code blocks do not silently become JavaScript while still supporting the packaged language aliases such as `ts` → `typescript`.
- Inline-code chip styling remains scoped to `.bn-inline-content code`, so fenced `pre > code` nodes keep BlockNote's dark shell instead of inheriting the muted inline surface.
-`SingleEditorView` disables BlockNote's default formatting toolbar, `/` menu, and side menu, then mounts Tolaria-owned controllers so the visible formatting surface matches Tolaria's markdown round-trip guarantees.
- The formatting toolbar only exposes inline controls that persist through `blocksToMarkdownLossy()` in Tolaria's save pipeline: bold, italic, strike, nesting, and link creation. Controls that BlockNote can render temporarily but Tolaria cannot faithfully persist, such as underline, color, alignment, and the block-type dropdown, are hidden instead of appearing to work and later disappearing.
- Tolaria's formatting-toolbar controller also keeps file/image actions mounted across the tiny hover gap between an image block and the floating toolbar, and while the toolbar itself is hovered, so image controls remain usable instead of collapsing mid-interaction.
- The `/` slash menu remains the supported path for markdown-safe block transformations such as headings, quotes, and list blocks. Tolaria filters out BlockNote's toggle-heading and toggle-list variants because those do not map cleanly to the markdown note model.
- The block-handle side menu keeps only actions that survive Tolaria's markdown round-trip. Delete and table-header toggles remain available; BlockNote's `Colors` submenu is removed because block colors are not part of Tolaria's supported markdown surface.
Wikilink resolution (`resolveEntry` in `src/utils/wikilink.ts`) uses multi-pass matching with global priority: filename stem (strongest) → alias → exact title → humanized title (kebab-case → words). No path-based matching — flat vault uses title/filename only. Legacy path-style targets like `[[person/alice]]` are supported by extracting the last segment.
Toggle via Cmd+K → "Raw Editor" or breadcrumb bar button. Uses CodeMirror 6 (`useCodeMirror` hook) to edit the raw markdown + frontmatter directly. Changes saved via the same `save_note_content` command.
The app uses a single light theme — the vault-based theming system was removed (see [ADR-0013](adr/0013-remove-theming-system.md)). Styling is defined in two layers:
- **Editable properties** (top): Type badge, Status pill with dropdown, number fields, boolean toggles, array tag pills, text fields. Click-to-edit interaction.
- **Property display modes**: `text`, `number`, `date`, `boolean`, `status`, `url`, `tags`, and `color`. Numeric frontmatter values auto-detect as `number`, and custom scalar keys can be explicitly switched to `Number` through the property-type control.
2.**RelationshipsPanel**: Shows `belongs_to`, `related_to`, `has`, and all custom relationship fields as clickable wikilink chips. Relationship labels are humanized for display, but stored keys remain unchanged.
Tolaria tracks managed vault-level AI guidance separately from normal note content:
-`AGENTS.md` is the canonical managed guidance file for Tolaria-aware coding agents
-`CLAUDE.md` is a compatibility shim that points Claude Code back to `AGENTS.md`
-`useVaultAiGuidanceStatus` reads `get_vault_ai_guidance_status` and normalizes the backend state into four UI cases: `managed`, `missing`, `broken`, and `custom`
-`restore_vault_ai_guidance` repairs only Tolaria-managed files; user-authored custom `AGENTS.md` / `CLAUDE.md` files are surfaced as custom and left untouched
- The status bar AI badge and command palette consume that abstraction to expose restore actions only when the managed guidance is missing or broken
- User can create a new empty vault, open an existing folder, or clone the public Getting Started vault into a chosen parent folder; Tolaria derives the final `Getting Started` child path before cloning
Managed by `useSettings` hook and `SettingsPanel` component. `default_ai_agent` is an installation-local preference that selects which supported CLI agent the AI panel, command palette AI mode, and status bar should target by default. The AutoGit fields are also installation-local: `useAutoGit` consumes them to schedule automatic checkpoints, while `useCommitFlow` and the status bar quick action reuse the same checkpoint runner and deterministic automatic commit message generation.
- **`TelemetryConsentDialog`** — First-launch dialog asking user to opt in to anonymous crash reporting. Two buttons: accept (sets `telemetry_consent: true`, generates `anonymous_id`) or decline.
- **`TelemetryToggle`** — Checkbox component in `SettingsPanel` for crash reporting and analytics toggles.
### Hooks
- **`useTelemetry(settings, loaded)`** — Reactively initializes/tears down Sentry and PostHog based on settings. Called once in `App`.
### Libraries
- **`src/lib/telemetry.ts`** — `initSentry()`, `teardownSentry()`, `initPostHog()`, `teardownPostHog()`, `trackEvent()`. Path scrubber via `beforeSend` hook. DSN/key from `VITE_SENTRY_DSN` / `VITE_POSTHOG_KEY` env vars.
- **`src-tauri/src/telemetry.rs`** — Rust-side Sentry init with `beforeSend` path scrubber. `init_sentry_from_settings()` reads settings and conditionally initializes. `reinit_sentry()` for runtime toggle.
### Tauri Commands
- **`reinit_telemetry`** — Re-reads settings and toggles Rust Sentry on/off. Called from frontend when user changes crash reporting setting.
- **`useUpdater(releaseChannel)`** — Channel-aware updater state machine. Checks the selected feed, surfaces available/downloading/ready states, and delegates install work to Rust.
- **`useFeatureFlag(flag)`** — Returns boolean for a named feature flag. Checks `localStorage` override (`ff_<name>`), then falls back to telemetry-backed evaluation. Type-safe via `FeatureFlagName` union.
### Frontend helpers
- **`src/lib/releaseChannel.ts`** — Normalizes persisted channel values so legacy or invalid settings fall back to Stable, while Stable serializes back to `null`.
- **`src/lib/appUpdater.ts`** — Thin wrapper around the Tauri updater commands. Keeps the React hook free of endpoint-selection details.
### Rust
- **`src-tauri/src/app_updater.rs`** — Chooses the correct update endpoint (`alpha/latest.json` or `stable/latest.json`) and adapts Tauri updater results into frontend-friendly payloads.
- **`src-tauri/src/commands/version.rs`** — Formats app build/version labels for the status bar, including calendar alpha labels and legacy release compatibility.
- **`.github/workflows/release.yml`** — Alpha prereleases from every push to `main` using calendar-semver technical versions (`YYYY.M.D-alpha.N`) and clean `Alpha YYYY.M.D.N` release names. Publishes `alpha/latest.json` and refreshes the legacy `latest.json` / `latest-canary.json` aliases to the alpha feed.
- **`.github/workflows/release-stable.yml`** — Stable releases from `stable-vYYYY.M.D` tags. Publishes `stable/latest.json`.