stagent 0.6.3 → 0.8.0

package/README.md

@@ -57,6 +57,7 @@ Run the same business process on different AI providers without changing a line
 | 🧠 | **[Agent Profiles](#agent-profiles)** | Reusable specialist definitions with prompts, tool policy, and runtime tuning |
 | ⏰ | **[Schedules](#schedules)** | Recurring and one-shot automations with cadence, expiry, and firing controls |
 | 📄 | **[Documents](#document-management)** | Upload, preprocess, inspect, and link files to tasks and projects |
+| 📊 | **[Tables](#tables)** | Airtable-like structured data with spreadsheet editing, charts, triggers, and agent tools |
 | 📥 | **[Human-in-the-Loop Inbox](#inbox--human-in-the-loop)** | Approve tool use, answer questions, and review results from one queue |
 | 💬 | **[Chat](#chat)** | Tool catalog with model selection, @ mentions, slash commands, and browser automation |
 | 👀 | **[Monitoring](#monitoring)** | Live runtime visibility with log streaming, filters, and health signals |
@@ -203,6 +204,24 @@ Automatic text extraction on upload for five file types: text, PDF (pdf-parse),
 #### Agent Document Context
 Documents linked to a task are automatically injected into the agent's prompt as context. The context builder aggregates extracted text from all linked documents, giving agents access to uploaded reference material without manual copy-paste.
 
+#### Tables
+Airtable-like structured data system at `/tables` with 14 features. Create tables from scratch, import from CSV/XLSX documents, or use one of 12 built-in templates across 5 categories. Each table includes an inline spreadsheet editor with keyboard navigation, type-aware cell renderers, computed columns with formula support (12 functions including sum, avg, if, daysBetween), and optimistic saves.
+
+| Table List | Spreadsheet Editor |
+|:-:|:-:|
+| <img src="https://raw.githubusercontent.com/navam-io/stagent/main/public/readme/tables-list.png" alt="Tables list view" width="580" /> | <img src="https://raw.githubusercontent.com/navam-io/stagent/main/public/readme/tables-detail.png" alt="Table spreadsheet editor" width="580" /> |
+
+| Charts | Template Gallery |
+|:-:|:-:|
+| <img src="https://raw.githubusercontent.com/navam-io/stagent/main/public/readme/tables-detail-charts.png" alt="Table charts tab" width="580" /> | <img src="https://raw.githubusercontent.com/navam-io/stagent/main/public/readme/tables-templates.png" alt="Table template gallery" width="580" /> |
+
+- **Charts** — Bar, line, pie, and scatter charts with configurable X/Y axes and aggregation
+- **Workflow triggers** — Automated actions fired when row data matches conditions
+- **12 agent tools** — Agents can list, query, aggregate, search, add/update/delete rows, and create tables
+- **Cross-table relations** — Link rows across tables with searchable relation combobox
+- **Export** — CSV, XLSX, and JSON export for any table
+- **Row versioning** — History tab with snapshot-before-mutation and rollback to previous versions
+
 ### Knowledge
 
 #### Playbook
@@ -295,7 +314,7 @@ Real-time agent log streaming via Server-Sent Events. Filter by task or event ty
 File upload with drag-and-drop in task creation. Type-aware content preview for text, markdown (via react-markdown), code, and JSON. Copy-to-clipboard and download-as-file for task outputs.
 
 #### Settings
-Configuration hub with provider-aware sections: Claude authentication (API key or OAuth), OpenAI Codex runtime API-key management, chat defaults (model selection), **browser tools** (Chrome DevTools and Playwright MCP toggles), runtime configuration (SDK timeout and max turns), tool permissions (saved "Always Allow" patterns with revoke), permission presets, budget guardrails, and data management.
+Configuration hub with provider-aware sections: Claude authentication (API key or OAuth), OpenAI Codex runtime API-key management, chat defaults (model selection), **browser tools** (Chrome DevTools and Playwright MCP toggles), runtime configuration (SDK timeout and max turns), tool permissions (saved "Always Allow" patterns with revoke), permission presets, budget guardrails, **database snapshots** (automatic backups with configurable retention and one-click restore), and data management.
 
 <img src="https://raw.githubusercontent.com/navam-io/stagent/main/public/readme/settings-list.png" alt="Stagent settings" width="1200" />
 
@@ -307,7 +326,7 @@ Configuration hub with provider-aware sections: Claude authentication (API key o
 The `npx stagent` entry point boots a Next.js server from the published npm package. It is built from `bin/cli.ts` into `dist/cli.js` using tsup, and serves as the primary distribution channel — no clone required.
 
 #### Database
-SQLite with WAL mode via better-sqlite3 + Drizzle ORM. Fourteen tables: `projects`, `tasks`, `workflows`, `agent_logs`, `notifications`, `documents`, `schedules`, `settings`, `learned_context`, `usage_ledger`, `conversations`, `chat_messages`, `environments`, `environment_configs`. Self-healing bootstrap — tables are created on startup if missing.
+SQLite with WAL mode via better-sqlite3 + Drizzle ORM. 27+ tables including core tables: `projects`, `tasks`, `workflows`, `agent_logs`, `notifications`, `documents`, `schedules`, `settings`, `learned_context`, `usage_ledger`, `conversations`, `chat_messages`, `environments`, `environment_configs`. Self-healing bootstrap — tables are created on startup if missing.
 
 #### Command Palette
 Global `⌘K` command palette for fast navigation and search across tasks, projects, workflows, and settings. Recent items, fuzzy search, and keyboard-driven navigation.

package/dist/cli.js

@@ -115,7 +115,21 @@ var STAGENT_TABLES = [
   "agent_messages",
   "workflow_document_inputs",
   "schedule_document_inputs",
-  "project_document_defaults"
+  "project_document_defaults",
+  "user_tables",
+  "user_table_columns",
+  "user_table_rows",
+  "user_table_views",
+  "user_table_relationships",
+  "user_table_templates",
+  "user_table_imports",
+  "table_document_inputs",
+  "task_table_inputs",
+  "workflow_table_inputs",
+  "schedule_table_inputs",
+  "user_table_triggers",
+  "user_table_row_history",
+  "snapshots"
 ];
 function bootstrapStagentDatabase(sqlite2) {
   sqlite2.exec(`
@@ -665,6 +679,217 @@ function bootstrapStagentDatabase(sqlite2) {
     CREATE INDEX IF NOT EXISTS idx_pdd_project ON project_document_defaults(project_id);
     CREATE UNIQUE INDEX IF NOT EXISTS idx_pdd_project_doc ON project_document_defaults(project_id, document_id);
   `);
+  sqlite2.exec(`
+    CREATE TABLE IF NOT EXISTS user_tables (
+      id TEXT PRIMARY KEY NOT NULL,
+      project_id TEXT,
+      name TEXT NOT NULL,
+      description TEXT,
+      column_schema TEXT NOT NULL DEFAULT '[]',
+      row_count INTEGER DEFAULT 0 NOT NULL,
+      source TEXT DEFAULT 'manual' NOT NULL,
+      template_id TEXT,
+      created_at INTEGER NOT NULL,
+      updated_at INTEGER NOT NULL,
+      FOREIGN KEY (project_id) REFERENCES projects(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_tables_project_id ON user_tables(project_id);
+    CREATE INDEX IF NOT EXISTS idx_user_tables_source ON user_tables(source);
+
+    CREATE TABLE IF NOT EXISTS user_table_columns (
+      id TEXT PRIMARY KEY NOT NULL,
+      table_id TEXT NOT NULL,
+      name TEXT NOT NULL,
+      display_name TEXT NOT NULL,
+      data_type TEXT NOT NULL,
+      position INTEGER NOT NULL,
+      required INTEGER DEFAULT 0 NOT NULL,
+      default_value TEXT,
+      config TEXT,
+      created_at INTEGER NOT NULL,
+      updated_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_columns_table_id ON user_table_columns(table_id);
+    CREATE INDEX IF NOT EXISTS idx_user_table_columns_position ON user_table_columns(table_id, position);
+
+    CREATE TABLE IF NOT EXISTS user_table_rows (
+      id TEXT PRIMARY KEY NOT NULL,
+      table_id TEXT NOT NULL,
+      data TEXT NOT NULL DEFAULT '{}',
+      position INTEGER NOT NULL,
+      created_by TEXT DEFAULT 'user',
+      created_at INTEGER NOT NULL,
+      updated_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_rows_table_id ON user_table_rows(table_id);
+    CREATE INDEX IF NOT EXISTS idx_user_table_rows_position ON user_table_rows(table_id, position);
+
+    CREATE TABLE IF NOT EXISTS user_table_views (
+      id TEXT PRIMARY KEY NOT NULL,
+      table_id TEXT NOT NULL,
+      name TEXT NOT NULL,
+      type TEXT DEFAULT 'grid' NOT NULL,
+      config TEXT,
+      is_default INTEGER DEFAULT 0 NOT NULL,
+      created_at INTEGER NOT NULL,
+      updated_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_views_table_id ON user_table_views(table_id);
+
+    CREATE TABLE IF NOT EXISTS user_table_relationships (
+      id TEXT PRIMARY KEY NOT NULL,
+      from_table_id TEXT NOT NULL,
+      from_column TEXT NOT NULL,
+      to_table_id TEXT NOT NULL,
+      to_column TEXT NOT NULL,
+      relationship_type TEXT NOT NULL,
+      config TEXT,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (from_table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION,
+      FOREIGN KEY (to_table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_rels_from ON user_table_relationships(from_table_id);
+    CREATE INDEX IF NOT EXISTS idx_user_table_rels_to ON user_table_relationships(to_table_id);
+
+    CREATE TABLE IF NOT EXISTS user_table_templates (
+      id TEXT PRIMARY KEY NOT NULL,
+      name TEXT NOT NULL,
+      description TEXT,
+      category TEXT NOT NULL,
+      column_schema TEXT NOT NULL,
+      sample_data TEXT,
+      scope TEXT DEFAULT 'system' NOT NULL,
+      icon TEXT,
+      created_at INTEGER NOT NULL,
+      updated_at INTEGER NOT NULL
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_templates_category ON user_table_templates(category);
+    CREATE INDEX IF NOT EXISTS idx_user_table_templates_scope ON user_table_templates(scope);
+
+    CREATE TABLE IF NOT EXISTS user_table_imports (
+      id TEXT PRIMARY KEY NOT NULL,
+      table_id TEXT NOT NULL,
+      document_id TEXT,
+      row_count INTEGER DEFAULT 0 NOT NULL,
+      error_count INTEGER DEFAULT 0 NOT NULL,
+      errors TEXT,
+      status TEXT DEFAULT 'pending' NOT NULL,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION,
+      FOREIGN KEY (document_id) REFERENCES documents(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_imports_table_id ON user_table_imports(table_id);
+
+    CREATE TABLE IF NOT EXISTS table_document_inputs (
+      id TEXT PRIMARY KEY NOT NULL,
+      table_id TEXT NOT NULL,
+      document_id TEXT NOT NULL,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION,
+      FOREIGN KEY (document_id) REFERENCES documents(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_tdi_table ON table_document_inputs(table_id);
+    CREATE UNIQUE INDEX IF NOT EXISTS idx_tdi_table_doc ON table_document_inputs(table_id, document_id);
+
+    CREATE TABLE IF NOT EXISTS task_table_inputs (
+      id TEXT PRIMARY KEY NOT NULL,
+      task_id TEXT NOT NULL,
+      table_id TEXT NOT NULL,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (task_id) REFERENCES tasks(id) ON UPDATE NO ACTION ON DELETE NO ACTION,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_tti_task ON task_table_inputs(task_id);
+    CREATE UNIQUE INDEX IF NOT EXISTS idx_tti_task_table ON task_table_inputs(task_id, table_id);
+
+    CREATE TABLE IF NOT EXISTS workflow_table_inputs (
+      id TEXT PRIMARY KEY NOT NULL,
+      workflow_id TEXT NOT NULL,
+      table_id TEXT NOT NULL,
+      step_id TEXT,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (workflow_id) REFERENCES workflows(id) ON UPDATE NO ACTION ON DELETE NO ACTION,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_wti_workflow ON workflow_table_inputs(workflow_id);
+    CREATE UNIQUE INDEX IF NOT EXISTS idx_wti_workflow_table_step ON workflow_table_inputs(workflow_id, table_id, step_id);
+
+    CREATE TABLE IF NOT EXISTS schedule_table_inputs (
+      id TEXT PRIMARY KEY NOT NULL,
+      schedule_id TEXT NOT NULL,
+      table_id TEXT NOT NULL,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (schedule_id) REFERENCES schedules(id) ON UPDATE NO ACTION ON DELETE NO ACTION,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_sti_schedule ON schedule_table_inputs(schedule_id);
+    CREATE UNIQUE INDEX IF NOT EXISTS idx_sti_schedule_table ON schedule_table_inputs(schedule_id, table_id);
+
+    CREATE TABLE IF NOT EXISTS user_table_triggers (
+      id TEXT PRIMARY KEY NOT NULL,
+      table_id TEXT NOT NULL,
+      name TEXT NOT NULL,
+      trigger_event TEXT NOT NULL,
+      condition TEXT,
+      action_type TEXT NOT NULL,
+      action_config TEXT NOT NULL,
+      status TEXT DEFAULT 'active' NOT NULL,
+      fire_count INTEGER DEFAULT 0 NOT NULL,
+      last_fired_at INTEGER,
+      created_at INTEGER NOT NULL,
+      updated_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_user_table_triggers_table_id ON user_table_triggers(table_id);
+    CREATE INDEX IF NOT EXISTS idx_user_table_triggers_status ON user_table_triggers(status);
+
+    CREATE TABLE IF NOT EXISTS user_table_row_history (
+      id TEXT PRIMARY KEY NOT NULL,
+      row_id TEXT NOT NULL,
+      table_id TEXT NOT NULL,
+      previous_data TEXT NOT NULL,
+      changed_by TEXT DEFAULT 'user',
+      change_type TEXT NOT NULL,
+      created_at INTEGER NOT NULL,
+      FOREIGN KEY (table_id) REFERENCES user_tables(id) ON UPDATE NO ACTION ON DELETE NO ACTION
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_row_history_row_id ON user_table_row_history(row_id);
+    CREATE INDEX IF NOT EXISTS idx_row_history_table_id ON user_table_row_history(table_id);
+    CREATE INDEX IF NOT EXISTS idx_row_history_created_at ON user_table_row_history(created_at);
+
+    CREATE TABLE IF NOT EXISTS snapshots (
+      id TEXT PRIMARY KEY NOT NULL,
+      label TEXT NOT NULL,
+      type TEXT DEFAULT 'manual' NOT NULL,
+      status TEXT DEFAULT 'in_progress' NOT NULL,
+      file_path TEXT NOT NULL,
+      size_bytes INTEGER DEFAULT 0 NOT NULL,
+      db_size_bytes INTEGER DEFAULT 0 NOT NULL,
+      files_size_bytes INTEGER DEFAULT 0 NOT NULL,
+      file_count INTEGER DEFAULT 0 NOT NULL,
+      error TEXT,
+      created_at INTEGER NOT NULL
+    );
+
+    CREATE INDEX IF NOT EXISTS idx_snapshots_type ON snapshots(type);
+    CREATE INDEX IF NOT EXISTS idx_snapshots_created_at ON snapshots(created_at);
+  `);
 }
 function hasLegacyStagentTables(sqlite2) {
   const placeholders = STAGENT_TABLES.map(() => "?").join(", ");

package/docs/.coverage-gaps.json

@@ -1,21 +1,71 @@
 {
-  "generated": "2026-03-31T21:00:00Z",
-  "totalFeatures": 31,
-  "coveredFeatures": 28,
-  "uncoveredFeatures": 3,
-  "coveragePercent": 90.3,
-  "gaps": {
-    "book-content-merge": {
-      "availableScreenshots": ["book-reader.png"],
-      "note": "Book reader screenshot exists but not referenced in any journey doc"
+  "generated": "2026-04-03T23:30:00Z",
+  "summary": {
+    "totalFeatures": 82,
+    "coveredFeatures": 78,
+    "gapCount": 4,
+    "unusedScreenshotCount": 0,
+    "brokenReferences": 0,
+    "orphanedImages": 14
+  },
+  "gaps": [
+    {
+      "feature": "book-content-merge",
+      "category": "Living Book",
+      "screenshots": ["book-list.png"],
+      "journeyCoverage": [],
+      "suggestedPersona": "personal",
+      "note": "Book reader captured but not referenced in any journey"
     },
-    "book-reading-paths": {
-      "availableScreenshots": ["book-reader.png", "book-chapter-nav.png"],
-      "note": "Book navigation screenshots exist but not referenced in any journey doc"
+    {
+      "feature": "book-reading-paths",
+      "category": "Living Book",
+      "screenshots": ["book-list.png"],
+      "journeyCoverage": [],
+      "suggestedPersona": "personal",
+      "note": "Book navigation not in any journey"
     },
-    "browser-tool-orchestration": {
-      "availableScreenshots": ["settings-browser-tools.png"],
-      "note": "Browser tools settings screenshot exists but not referenced in any journey doc"
+    {
+      "feature": "tables-document-import",
+      "category": "Structured Data",
+      "screenshots": [],
+      "journeyCoverage": ["work-use"],
+      "suggestedPersona": "work",
+      "note": "Import wizard not captured (no dedicated screenshot) but tables mentioned in Work journey"
+    },
+    {
+      "feature": "database-snapshot-backup",
+      "category": "Platform",
+      "screenshots": ["settings-snapshots.png"],
+      "journeyCoverage": [],
+      "suggestedPersona": "developer",
+      "note": "New feature - settings snapshot card captured, not yet in any journey"
     }
-  }
+  ],
+  "brokenReferences": [
+    { "file": "developer.md", "screenshot": "settings-ollama-connected.png", "status": "STALE", "note": "Old screenshot in public/readme/, not in current screengrabs/" },
+    { "file": "developer.md", "screenshot": "settings-channels-add-form.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "developer.md", "screenshot": "settings-channels-telegram-form.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "developer.md", "screenshot": "settings-channels-webhook-form.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "developer.md", "screenshot": "chat-conversation.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "developer.md", "screenshot": "schedules-detail.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "personal-use.md", "screenshot": "dashboard-card-detail.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "personal-use.md", "screenshot": "settings-channels.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "power-user.md", "screenshot": "settings-ollama-connected.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "power-user.md", "screenshot": "chat-model-selector.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "power-user.md", "screenshot": "schedules-detail.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "power-user.md", "screenshot": "chat-create-tab.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "work-use.md", "screenshot": "chat-conversation.png", "status": "STALE", "note": "Old screenshot in public/readme/" },
+    { "file": "work-use.md", "screenshot": "settings-channels.png", "status": "STALE", "note": "Old screenshot in public/readme/" }
+  ],
+  "orphanedImages": [
+    "book-chapter-header.png", "book-chapter-nav.png", "book-reader.png",
+    "book-settings.png", "book-toc.png", "book-try-it-now.png",
+    "chat-conversation.png", "chat-create-tab.png", "chat-model-selector.png",
+    "chat-quick-access.png", "dashboard-card-detail.png", "playbook-list.png",
+    "schedules-detail.png", "schedules-edit-form.png", "settings-browser-tools.png",
+    "settings-channels-add-form.png", "settings-channels-telegram-form.png",
+    "settings-channels-webhook-form.png", "settings-channels.png",
+    "settings-ollama-connected.png"
+  ]
 }

package/docs/.last-generated

@@ -1 +1 @@
-2026-04-01T05:15:01Z
+2026-04-03T23:43:05Z

package/docs/features/dashboard-kanban.md

@@ -5,31 +5,37 @@ section: "dashboard-kanban"
 route: "/dashboard"
 tags: [tasks, kanban, board, table, filter, create, ai-assist, drag-and-drop, bulk-operations, heartbeat]
 features: ["task-board", "kanban-board-operations", "micro-visualizations", "task-definition-ai", "detail-view-redesign", "ui-density-refinement", "heartbeat-scheduler"]
-screengrabCount: 5
-lastUpdated: "2026-03-31"
+screengrabCount: 7
+lastUpdated: "2026-04-03"
 ---
 
 # Dashboard Kanban
 
-The Dashboard is your primary task management surface. It presents all tasks as a Kanban board with drag-and-drop columns, or as a sortable table -- whichever fits your workflow. A powerful filter bar, AI-assisted task creation, bulk operations, and inline editing let you manage agent work without switching context.
+The Dashboard is your primary task management surface. It presents all tasks as a Kanban board with drag-and-drop columns, or as a sortable table -- whichever fits your workflow. A powerful filter bar, AI-assisted task creation, bulk operations, and inline editing let you manage agent work without switching context. The default seed data populates the board with business-relevant tasks across three personas -- product launch, content engine, and customer success -- giving you a realistic starting point to explore the interface.
 
 ## Screenshots
 
 ![Dashboard board view](../screengrabs/dashboard-list.png)
-*Kanban board with columns for Planned, Queued, Running, Completed, and Failed tasks*
+*Kanban board with columns for Planned, Queued, Running, Completed, and Failed tasks showing business-relevant tasks across product launch, content engine, and customer success personas*
+
+![Dashboard below the fold](../screengrabs/dashboard-below-fold.png)
+*Below-the-fold view of the kanban board with additional task cards and columns*
 
 ![Dashboard table view](../screengrabs/dashboard-table.png)
 *Table view with sortable columns for title, status, priority, project, and timestamps*
 
-![Task detail sheet](../screengrabs/dashboard-card-detail.png)
-*Task detail sheet showing task properties, description, and execution history*
-
 ![Task edit dialog](../screengrabs/dashboard-card-edit.png)
 *Task edit dialog for updating task details from the kanban board*
 
 ![Bulk select mode](../screengrabs/dashboard-bulk-select.png)
 *Kanban board in select mode with checked cards and bulk action toolbar*
 
+![Create task form empty](../screengrabs/dashboard-create-form-empty.png)
+*Empty task creation form with fields for title, description, project, priority, runtime, and agent profile*
+
+![Create task form filled](../screengrabs/dashboard-create-form-filled.png)
+*Task creation form filled with business-relevant task details and AI-assisted description*
+
 ## Key Features
 
 ### Kanban Board

package/docs/features/settings.md

@@ -4,9 +4,9 @@ category: "feature-reference"
 section: "settings"
 route: "/settings"
 tags: ["settings", "configuration", "auth", "runtime", "browser-tools", "permissions", "budget", "ollama", "channels"]
-features: ["session-management", "tool-permission-persistence", "tool-permission-presets", "browser-use", "spend-budget-guardrails", "settings-interactive-controls", "ollama-runtime-provider", "multi-channel-delivery", "bidirectional-channel-chat"]
-screengrabCount: 9
-lastUpdated: "2026-03-31"
+features: ["session-management", "tool-permission-persistence", "tool-permission-presets", "browser-use", "spend-budget-guardrails", "settings-interactive-controls", "ollama-runtime-provider", "multi-channel-delivery", "bidirectional-channel-chat", "database-snapshot-backup"]
+screengrabCount: 10
+lastUpdated: "2026-04-03"
 ---
 
 # Settings
@@ -42,6 +42,9 @@ The Settings page is the central configuration hub for Stagent. From a single sc
 ![Data management section with clear and populate options](../screengrabs/settings-data.png)
 *Data Management section for resetting or populating workspace data.*
 
+![Database Snapshots settings](../screengrabs/settings-snapshots.png)
+*Database Snapshots section with automatic backup configuration, retention settings, and snapshot list with restore/delete actions.*
+
 ## Key Features
 
 ### Authentication
@@ -122,6 +125,15 @@ Two operations for managing workspace content:
 - **Clear Data** -- removes tasks, logs, documents, schedules, and other workspace content. Settings and permissions are preserved.
 - **Populate Sample Data** -- seeds the workspace with example projects, tasks, and documents.
 
+### Database Snapshots
+
+Protect your workspace with automatic and manual database backups:
+
+- **Automatic backup** -- enable scheduled backups with a configurable cron interval (e.g., every 6 hours, daily). Snapshots are created in the background without interrupting your workflow.
+- **Retention settings** -- control how many snapshots to keep with a maximum count and a maximum age in weeks. Older snapshots beyond the retention limits are pruned automatically.
+- **Snapshot list** -- view all existing snapshots with timestamps and sizes. Each snapshot has **Restore** and **Delete** action buttons for quick management.
+- **Pre-restore safety snapshot** -- before restoring an older snapshot, Stagent automatically creates a safety snapshot of the current database state so you can roll back if needed.
+
 ## How To
 
 ### Connect Ollama for Local Models

package/docs/features/tables.md

@@ -0,0 +1,122 @@
+---
+title: "Tables"
+category: "feature-reference"
+section: "tables"
+route: "/tables"
+tags: [tables, structured-data, spreadsheet, charts, triggers, templates, import, export, formulas]
+features: ["tables-data-layer", "tables-list-page", "tables-spreadsheet-editor", "tables-document-import", "tables-template-gallery", "tables-agent-integration", "tables-chat-queries", "tables-computed-columns", "tables-cross-joins", "tables-agent-charts", "tables-workflow-triggers", "tables-nl-creation", "tables-export", "tables-versioning"]
+screengrabCount: 8
+lastUpdated: "2026-04-03"
+---
+
+# Tables
+
+Tables is Stagent's structured data system -- a built-in spreadsheet-meets-database that lets you organize business data, track metrics, and build lightweight operational workflows without leaving the platform. Create tables from scratch, import from files, or let an agent build one from a plain-language description. Each table supports inline editing, computed columns, charts, automated triggers, and full agent access so your AI assistants can query, update, and act on your data.
+
+## Screenshots
+
+![Tables list view](../screengrabs/tables-list.png)
+*Tables list view with search, filters, and table/grid toggle*
+
+![Spreadsheet editor](../screengrabs/tables-detail.png)
+*Spreadsheet editor with inline cell editing and keyboard navigation*
+
+![Charts tab](../screengrabs/tables-detail-charts.png)
+*Charts tab showing visual data summaries (bar, line, pie, scatter)*
+
+![Triggers tab](../screengrabs/tables-detail-triggers.png)
+*Triggers tab for setting up automated actions based on data changes*
+
+![Details tab](../screengrabs/tables-detail-details.png)
+*Details tab displaying table metadata, column definitions, and settings*
+
+![Template gallery](../screengrabs/tables-templates.png)
+*Template gallery with categorized starter tables for common use cases*
+
+## Key Features
+
+### Table and Grid Views
+Browse all your tables from the `/tables` list page. Toggle between a compact table view and a visual grid view. Use the filter bar to narrow by category or search by name. Click any table to open it.
+
+### Create Tables
+Open the create dialog to define a new table with a name, description, and columns. The inline column builder lets you set each column's name, type, and whether it is required -- all before the table is saved. Supported column types include text, number, date, boolean, select (dropdown), URL, email, and computed.
+
+### Spreadsheet Editor
+The table detail page at `/tables/[id]` is a full spreadsheet editor. Click any cell to edit it inline. Navigation follows familiar keyboard conventions -- arrow keys move between cells, Enter commits an edit, Escape cancels. Each column renders with a type-aware editor: date pickers for dates, checkboxes for booleans, dropdowns for select columns, and validated inputs for URLs and emails. Changes save optimistically so the interface stays fast.
+
+### Computed Columns
+Add columns with formulas that calculate values from other columns. The formula engine supports 12 built-in functions (SUM, AVG, MIN, MAX, COUNT, IF, CONCAT, and more). Formulas update automatically when referenced data changes, and circular references are detected and blocked.
+
+### Document Import
+Import data from existing files using the four-step import wizard. Upload a CSV, XLSX, or TSV file, preview the extracted data, review auto-inferred column types, then confirm to create a new table or append rows to an existing one. Column types are detected automatically based on the data content.
+
+### Template Gallery
+Browse the template gallery at `/tables/templates` for ready-made table structures organized by category. Preview any template to see its columns and sample data, then clone it into your workspace with one click. Templates cover common business needs -- CRMs, project trackers, inventory lists, and more.
+
+### Charts
+Visualize table data directly from the Charts tab. Build bar, line, pie, or scatter charts by choosing columns for axes and series. Charts are saved alongside the table and update as data changes.
+
+### Workflow Triggers
+Set up automated triggers from the Triggers tab. Define conditions (e.g., "when Status changes to Done") and link them to workflows or agent tasks. The trigger evaluator watches for matching row changes and fires the configured action automatically.
+
+### Cross-Table Relations
+Link rows between tables using relation columns. A searchable combobox lets you pick rows from a target table, creating a live reference. This is useful for connecting related data -- linking contacts to companies, tasks to projects, or orders to products.
+
+### Agent Integration
+Agents have full read-write access to your tables. During task execution, agents can list tables, query rows with filters, aggregate data, insert or update rows, and create new tables. This means you can ask an agent to "summarize Q1 revenue from the Sales table" or "add a row to the Inventory tracker" and it will work directly with your structured data.
+
+### Natural-Language Table Creation
+Ask an agent to create a table by describing what you need in plain language. For example, "create a table to track job applicants with name, email, resume link, stage, and rating" will produce a fully structured table with appropriate column types.
+
+### Export
+Export any table to CSV, XLSX, or JSON. Use export to share data with external tools, create backups, or feed downstream processes.
+
+### Row History and Versioning
+Every row edit is tracked. The History tab shows a timeline of changes, and you can roll back any row to a previous version if a mistake is made.
+
+## How To
+
+### Create a Table from Scratch
+1. Navigate to `/tables` and click "New Table."
+2. Enter a name and optional description.
+3. Add columns using the inline column builder -- set a name, choose a type, and mark required columns.
+4. Click "Create" to save the table.
+5. Start adding rows directly in the spreadsheet editor.
+
+### Import Data from a File
+1. From the tables list, click "Import."
+2. Upload a CSV, XLSX, or TSV file.
+3. Preview the extracted rows and review the auto-detected column types.
+4. Adjust column names or types if needed.
+5. Confirm to create the table with your imported data.
+
+### Create a Table from a Template
+1. Go to `/tables/templates`.
+2. Browse categories or search for a template.
+3. Click a template card to preview its structure and sample data.
+4. Click "Use Template" to clone it into your workspace.
+
+### Add a Chart
+1. Open a table and switch to the Charts tab.
+2. Click "Add Chart" and choose a chart type (bar, line, pie, or scatter).
+3. Select the columns for axes and data series.
+4. Save the chart -- it will update automatically as table data changes.
+
+### Set Up a Trigger
+1. Open a table and switch to the Triggers tab.
+2. Click "Add Trigger."
+3. Define the condition (e.g., column value equals, changes to, or exceeds a threshold).
+4. Choose the action -- run a workflow or start an agent task.
+5. Save the trigger. It will fire automatically when matching row changes occur.
+
+### Ask an Agent to Work with Table Data
+1. Create a task and mention a table by name in the prompt (e.g., "Query the Sales Pipeline table for deals closing this month").
+2. The agent will use its table tools to read, filter, aggregate, or update the data as needed.
+3. Results appear in the task output, and any row changes are reflected in the table immediately.
+
+## Related
+
+- [Documents](./documents.md) -- Upload files and attach them to tasks for agent context.
+- [Workflows](./workflows.md) -- Automate multi-step processes that can read from and write to tables.
+- [Schedules](./schedules.md) -- Run recurring tasks that interact with table data on a schedule.
+- [Profiles](./profiles.md) -- Agent profiles that determine how agents interact with your data.

package/docs/index.md

@@ -1,7 +1,7 @@
 ---
 title: "Stagent Documentation"
 category: "index"
-lastUpdated: "2026-03-31"
+lastUpdated: "2026-04-03"
 ---
 
 # Stagent Documentation
@@ -39,13 +39,14 @@ Stagent is an AI Business Operating System that lets solo founders and micro-tea
 | [Projects](./features/projects.md) | `/projects` | Workspaces, task grouping, file context |
 | [Workflows](./features/workflows.md) | `/workflows` | 6 patterns, blueprints, business-function templates |
 | [Documents](./features/documents.md) | `/documents` | Upload, preprocessing, agent context |
+| [Tables](./features/tables.md) | `/tables` | Spreadsheet editor, charts, triggers, templates, import/export |
 | [Monitor](./features/monitoring.md) | `/monitor` | Activity logs, execution tracking |
 | [Profiles](./features/profiles.md) | `/profiles` | Agent profiles, business roles, auto-routing |
 | [Schedules](./features/schedules.md) | `/schedules` | Heartbeat, NLP intervals, delivery channels |
 | [Cost & Usage](./features/cost-usage.md) | `/costs` | Spend tracking, budget guardrails |
 | [Delivery Channels](./features/delivery-channels.md) | `/settings` | Slack, Telegram, webhook, bidirectional chat |
 | [Settings](./features/settings.md) | `/settings` | Auth, Ollama, channels, permissions, budgets |
-| [User Guide](./features/playbook.md) | `/user-guide` | In-app documentation and adoption tracking |
+| [User Guide](./features/user-guide.md) | `/user-guide` | In-app documentation and adoption tracking |
 
 ## Cross-Cutting Features