Codex

Codex is a collaborative documentation and planning app built with Laravel 12. It is designed as a Confluence-style knowledge base with nested pages, workspace-level organization, diagram support, and Forge-aware integrations.

The current codebase already includes workspace management, rich page editing, revision history, comments, notifications, exports, search, diagrams, and an admin panel.

Feature Highlights

Workspaces

• Public or private workspaces with owner/member access rules
• Workspace branding with name, description, color, and icon
• Optional workspace home page
• Workspace member management with member, editor, and admin roles
• Email or link-based workspace invitations
• Pinned pages and recent activity on the workspace hub
• Workspace analytics dashboard
• Workspace link graph for internal page relationships
• Offline-friendly workspace ZIP export
• Optional Forge project mapping via forge_project_id and forge_project_key

Pages

• Nested page trees powered by kalnoy/nestedset
• Markdown and rich-text page authoring
• Draft, published, and archived page states
• Categories, tags, reading-time estimate, and sub-pages
• Page templates, including seeded system templates plus workspace templates
• Revision history with change summaries
• Revision diff and restore flows
• Page duplication, move, and cross-workspace transfer
• Soft deletes
• Edit locking with heartbeat + take-over flow
• Print view and Markdown export with front matter
• Attachments and inline editor image uploads

Collaboration

• Starred pages dashboard
• Recently viewed pages
• Page comments with one level of threaded replies
• Resolve/unresolve comment workflow
• Page watching with in-app notifications
• Optional email notifications for watched page updates
• @mentions in rich-text content and comments
• Notification center with mark-all-read support

Linking, Search, and Discovery

• Wiki-style links with [[Page Title]] syntax
• Wiki-link autocomplete in the rich-text editor
• Stored backlink relationships for "what links here" views
• Broken-link detection for unresolved wiki links
• Rich-text callout blocks
• Markdown callout/admonition blocks using :::type ... :::
• Global search across pages and diagrams
• Search filters for workspace, status, tag, author, date range, and title-only scope
• Laravel Scout search with the database driver by default and an easy upgrade path to Meilisearch, Algolia, or Typesense

Diagrams

• Native Mermaid-based diagram editor and renderer
• Native Mermaid mind map and flowchart modes
• Optional draw.io / diagrams.net visual editor support
• Diagram publishing, tagging, and categorization

Platform Features

• Registration, login, password reset, and email verification
• Two-factor authentication
• Profile photos and profile management
• Browser session management
• Jetstream teams and personal API tokens
• Filament admin panel at /admin for authorized users
• App-level bearer tokens for machine-to-machine integrations
• Forge SSO via Socialite

Editor Conventions

Markdown pages support wiki links and callouts. Example:

[[Deployment Checklist]]

:::warning
Rotate the shared secret before production.
:::

Rich-text pages expose the same collaboration features through TinyMCE toolbar actions for wiki links, mentions, callouts, tables, images, and formatting.

Tech Stack

• PHP 8.3
• Laravel 12
• Laravel Jetstream + Fortify + Sanctum
• Livewire 3
• Filament 4
• Bootstrap 5 + Vite
• TinyMCE for rich-text editing
• Mermaid for native diagrams
• draw.io / diagrams.net embedding for visual diagrams
• Laravel Scout for search
• Spatie packages for activity logs, markdown, media library, permissions, settings, slugs, and tags

Local Development

Prerequisites

• PHP 8.3+
• Composer
• Node.js + npm
• A supported database

The default .env.example uses SQLite, which is the easiest way to get started locally.

Quick Start

1. Copy the environment file:

   cp .env.example .env

2. If you are using the default SQLite configuration, create the database file first:

   touch database/database.sqlite

3. Install dependencies:

   composer install
   npm install

4. Generate the app key, run migrations, seed roles/templates, and expose public storage:

   php artisan key:generate
   php artisan migrate --seed
   php artisan storage:link

5. Start the local development stack:

   composer run dev

composer run dev starts the Laravel server, the queue listener, log tailing, and Vite together. The queue worker matters because page update emails and invitation emails are queued.

Useful Commands

composer run setup      # install deps, copy env if needed, generate key, migrate, build assets
composer run dev        # app server + queue worker + logs + Vite
composer test           # run the PHPUnit suite
php artisan migrate --seed
php artisan storage:link
php artisan app-token:create "Forge"
php artisan codex:backfill-diagram-embeds

Seeded Local User

When you run php artisan db:seed in a local environment, the app creates a default user:

• Email: test@example.com
• Password: password

The seeders also create permissions, roles, and system page templates.

Integration Notes

Forge SSO and Forge Project Linking

Forge login is optional. To enable it, configure the Forge values in your environment:

• FORGE_ENABLED
• FORGE_URL
• FORGE_CLIENT_ID
• FORGE_CLIENT_SECRET
• FORGE_REDIRECT_URI

If you want Codex to fetch Forge projects for workspace mapping, also add:

• FORGE_M2M_CLIENT_ID
• FORGE_M2M_CLIENT_SECRET

Search Backends

The app ships with Scout's database driver by default, so search works without extra infrastructure. If you want a dedicated search engine, set SCOUT_DRIVER to meilisearch, algolia, or typesense and provide the matching credentials.

Diagrams

Native Mermaid diagrams work in-browser with no external service. draw.io support uses the configurable DRAWIO_URL value and expects the target diagrams.net instance to be reachable from the browser.

Mail and Notifications

Workspace invitations and watched-page update emails use Laravel's mail and queue systems. The default .env.example logs mail locally, but real environments should set a production mailer and run a queue worker.

Integration API

Codex exposes machine-to-machine endpoints protected by app-level bearer tokens:

• GET /api/v1/workspaces
• GET /api/v1/pages/search

Generate an app token with:

php artisan app-token:create "Forge"

The UI also uses internal JSON endpoints for wiki-link autocomplete, mentions, and notifications.

Testing

The repository includes PHPUnit feature coverage for authentication, profile management, teams, browser sessions, API tokens, and Forge-related API behavior.