verstak-official-plugins/docs/TODOS.md

Todos

Todos are stored by the official verstak.todo plugin under the canonical todos:global settings key. A todo is global when workspaceRootPath is empty; otherwise that field identifies the top-level Deal folder that owns it.

The global Todos view aggregates all records and supports Deal, status, text, and due/reminder/updated sorting filters. The Deal Todos view shows only records whose workspaceRootPath exactly matches the current Deal. This keeps unassigned and other-Deal records out of a Deal tab and its Overview signals.

Stored fields

Each record has a stable id, title, optional description, optional workspaceRootPath and workspaceName, status (open, done, or cancelled), priority, optional dueAt and reminderAt, createdAt, updatedAt, and optional completedAt. The model also reserves sourceUrl and linkedJournalEntryId for future source/link integrations.

Reminders

The plugin stores reminder metadata, renders clear indicators for overdue, due-soon, and reminder-due todos, and schedules native desktop notifications when the Desktop notification capability is available. Without that capability, the reminder remains visible in Todos but is not treated as an error.

Completed Todo to Journal

From a Deal Todo tab, a completed todo exposes Create Journal Entry. It opens the current Deal Journal with a normal, editable form. The form copies only factual data from the todo: title, description, completion date, and zero minutes. It never generates a summary, duration, or billable status.

The user can edit the Journal form before saving. The saved Journal entry records sourceTodoId, which prevents a second Journal entry from being created from the same todo. The Journal plugin owns that link; Todo does not write into Journal storage and therefore does not currently populate linkedJournalEntryId on its own record.

Visibility

The Plugin Manager can globally enable or disable the Todo plugin. A Deal template controls whether its Todos tab is available; disabling the plugin hides the tab without affecting stored todo records.