feat: group automatically added tasks under a Tasks heading

[maccman]

Automatically added tasks currently land at the end of a note, which can put them beneath an unrelated heading. Tasks-tab additions on desktop/mobile and incoming task captures now share a plain ## Tasks section and keep Reflect's round + [ ] marker.

Behavior

• Create ## Tasks when absent; reuse a top-level H2 case-insensitively. Existing linked Tasks headings retain their spelling/alias, with plain headings preferred when both exist. No backlink target is created.
• Join the first compatible + list before a subheading, or start one immediately below the heading. Preserve prose, nested lists, frontmatter, CRLF, and existing tasks elsewhere. Explicit nested-task continuation keeps its context; bullet and square-checkbox captures keep their existing placement.
• Return exact task identities and relocate later cached open/completed tasks and recently completed rows before exposing the new row. This avoids offset collisions when inserting above another task and preserves immediate editing, including CRLF notes.
• Keep the mobile task sheet from interpreting React StrictMode's effect rehearsal as real abandonment. Live QA exposed that existing cleanup deleting a newly created empty task before it could be edited; real dismissal/unmount still removes abandoned empty tasks.

Verification

• pnpm check and pnpm build passed.
• Core Markdown, list insertion, capture-drain, and note-task tests: 177 passed. Coverage includes plain/linked heading precedence, mixed markers, subsection boundaries, CRLF, empty-task identity, and duplicate-text task relocation.
• Desktop/mobile Tasks screen suites: 105 passed in Chromium and 105 in WebKit, including a regression for inserting at a later task's former cached offset.
• After the mobile lifecycle fix, mobile screen + task-sheet finalizer suites: 54 passed in Chromium and 54 in WebKit. StrictMode regressions cover preserving a new task on mount, removing it on real abandonment, and exactly one removal when a parent unmounts the sheet during its initial effect flush. The latter test reproduced duplicate removal before the cleanup-generation correction.
• Built-in browser walkthrough: desktop repeated creation/Return-to-add and reopening the note; shared mobile tree at 390px (?platform=android), creating two tasks, saving with Return/Open note, and confirming one plain Tasks heading. Desktop had no console errors.
• The iOS dev preview could not complete because its dev bridge repeatedly calls unimplemented plugin:iap|get_products / plugin:iap|get_product_status. Mobile behavior was verified in the shared Android preview and WebKit suites; no native iOS walkthrough was performed. Browser preview storage is in-memory, so persistence was verified across note navigation, not full browser reload.

No database migration or capture-protocol change. Existing notes are only changed when a new task is inserted; existing task placement is not migrated.

Summary by CodeRabbit

• New Features

  • New tasks and captured task text are added beneath the appropriate Tasks heading, creating one when needed.
  • Existing task sections, list formatting, line endings, and surrounding content are preserved.

• Bug Fixes

  • Existing task markers now relocate correctly when earlier tasks are inserted.
  • Task insertion supports duplicate markers, CRLF notes, missing daily notes, and immediate editing.
  • Prevented empty tasks from being deleted prematurely during mobile development-mode mounting.
  • Failed bookmark captures remain retryable while later captures continue processing.

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• packages/core/src/actions/capture-drain.test.ts
• packages/core/src/actions/capture-drain.ts

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Walkthrough

Task insertion now targets Tasks sections and returns created-task metadata with offset changes. Desktop caches apply relocations. Task capture uses the same insertion path. Mobile cleanup defers deletion until confirmed unmount.

Changes

Task insertion flow

Layer / File(s)	Summary
Markdown task insertion and offsets packages/core/src/markdown/*, packages/core/src/exports/sync-markdown-indexing.ts	appendTaskUnderHeading inserts tasks under compatible headings, preserves line endings, and returns marker and insertion offsets. List insertion respects item kinds.
Task capture routing packages/core/src/actions/capture-drain.ts, packages/core/src/actions/capture-drain.test.ts	Task captures use appendTaskUnderHeading. Other capture types retain their list-item paths.
Desktop task state updates apps/desktop/src/lib/note-task.ts, apps/desktop/src/lib/tasks/*, apps/desktop/src/components/tasks/tasks-screen.test.tsx, apps/desktop/src/lib/note-task.test.ts, apps/desktop/src/mobile/screens/tasks.test.tsx	Insertion returns InsertedTask data. Task caches and recently completed entries apply returned offset changes. Tests cover relocation, CRLF content, persisted offsets, and structured mocks.
StrictMode-safe mobile cleanup apps/desktop/src/mobile/use-task-sheet-finalizer.ts, apps/desktop/src/mobile/use-task-sheet-finalizer.test.tsx	Cleanup uses mount generations and deletes an empty task only after confirmed unmount.

Priority: ➖ Normal

Estimated code review effort: 3 (Moderate) | ~25 minutes

Change: Feature

Sequence Diagram(s)

sequenceDiagram
  participant TaskActions
  participant note_task
  participant MarkdownEditor
  participant TaskCache
  TaskActions->>note_task: insertTask
  note_task->>MarkdownEditor: appendTaskUnderHeading
  MarkdownEditor-->>note_task: created marker and insertion offsets
  note_task-->>TaskActions: InsertedTask with offsetChanges
  TaskActions->>TaskCache: relocate cached tasks and completed entries

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Merge Risk: ⚪ Minimal · up to e8462

The task-capture routing change preserves existing non-task capture behavior and uses the Tasks-section insertion path for task captures. No merge-blocking risk remains.

🚥 Pre-merge checks | ✅ 4 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Docstring Coverage	⚠️ Warning	Docstring coverage is 66.67% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 15 functions across 15 files.	Write docstrings for the functions missing them to satisfy the coverage threshold.

✅ Passed checks (4 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly and concisely summarizes the main change: grouping automatically added tasks under a Tasks heading.
Linked Issues check	✅ Passed	Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check	✅ Passed	Check skipped because no linked issues were found for this pull request.

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Actionable comments posted: 1

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Inline comments:
In `@apps/desktop/src/mobile/use-task-sheet-finalizer.ts`:
- Line 160: Replace the mountedRef guard in the effect cleanup with a
cleanup-generation mechanism: increment the generation during effect setup,
capture that value in cleanup, and only invoke unmountFlushRef.current() from
the queued microtask when the captured generation is still current. Add a
regression test covering an ancestor unmounting the sheet during its initial
passive effect and verify actions.remove occurs only once.

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ℹ️ Review info

⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

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Run ID: d0c5f05e-376b-4534-ab69-5ef7bbb3b0ac

📥 Commits

Reviewing files that changed from the base of the PR and between 0f93488 and a48b272.

📒 Files selected for processing (15)

• apps/desktop/src/components/tasks/tasks-screen.test.tsx
• apps/desktop/src/lib/note-task.test.ts
• apps/desktop/src/lib/note-task.ts
• apps/desktop/src/lib/tasks/use-task-actions.ts
• apps/desktop/src/lib/tasks/use-task-context-insert.ts
• apps/desktop/src/mobile/screens/tasks.test.tsx
• apps/desktop/src/mobile/use-task-sheet-finalizer.test.tsx
• apps/desktop/src/mobile/use-task-sheet-finalizer.ts
• packages/core/src/actions/capture-drain.test.ts
• packages/core/src/actions/capture-drain.ts
• packages/core/src/exports/sync-markdown-indexing.ts
• packages/core/src/markdown/append-list-item.ts
• packages/core/src/markdown/edit.test.ts
• packages/core/src/markdown/edit.ts
• packages/core/src/markdown/index.ts

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