feat: Add Smart Auto-Sorting and Auto-Tagging Rules (Inbox Triage Engine)

prisma/schema.prisma

@@ -41,6 +41,7 @@ model Notebook {
   createdAt  DateTime       @default(now())
   updatedAt  DateTime       @updatedAt
   notes      Note[]
+  autoSortRules AutoSortRule[]
 
   @@unique([userId, name])
   @@index([userId])
@@ -185,3 +186,25 @@ model EmailConfig {
   emailsImported  Int       @default(0)
   updatedAt       DateTime  @updatedAt
 }
+
+model AutoSortRule {
+  id                String    @id @default(cuid())
+  userId            String    @default("default")
+  name              String
+  enabled           Boolean   @default(true)
+  priority          Int       @default(0)
+  conditionField    String    @default("title") // title | content | sourceUrl | author | attachmentType | hasTodo
+  conditionOperator String    @default("contains") // contains | not_contains | equals | startsWith | endsWith | matchesRegex
+  conditionValue    String    @default("")
+  targetNotebookId  String?
+  targetNotebook    Notebook? @relation(fields: [targetNotebookId], references: [id], onDelete: SetNull)
+  addTags           String    @default("") // comma-separated tag names
+  isPinned          Boolean?
+  isShortcut        Boolean?
+  stopOnMatch       Boolean   @default(true)
+  createdAt         DateTime  @default(now())
+  updatedAt         DateTime  @updatedAt
+
+  @@index([userId, enabled, priority])
+  @@index([targetNotebookId])
+}

src/app/api/auto-sort/route.ts

@@ -0,0 +1,159 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { prisma, getCurrentUserId } from '@/lib/prisma';
+
+export async function GET() {
+  try {
+    const userId = await getCurrentUserId();
+    const rules = await prisma.autoSortRule.findMany({
+      where: { userId },
+      orderBy: { priority: 'asc' },
+      include: {
+        targetNotebook: {
+          select: { id: true, name: true },
+        },
+      },
+    });
+
+    return NextResponse.json({ rules });
+  } catch (err: unknown) {
+    console.error('GET /api/auto-sort error:', err);
+    return NextResponse.json(
+      { error: err instanceof Error ? err.message : 'Failed to fetch rules' },
+      { status: 500 }
+    );
+  }
+}
+
+export async function POST(req: NextRequest) {
+  try {
+    const userId = await getCurrentUserId();
+    const body = await req.json();
+
+    const name = (body.name || '').trim();
+    if (!name) {
+      return NextResponse.json({ error: 'Rule name is required' }, { status: 400 });
+    }
+
+    // Determine default priority if not provided
+    let priority = typeof body.priority === 'number' ? body.priority : 0;
+    if (priority === 0) {
+      const highest = await prisma.autoSortRule.findFirst({
+        where: { userId },
+        orderBy: { priority: 'desc' },
+        select: { priority: true },
+      });
+      priority = (highest?.priority ?? -1) + 1;
+    }
+
+    const rule = await prisma.autoSortRule.create({
+      data: {
+        userId,
+        name,
+        enabled: body.enabled !== false,
+        priority,
+        conditionField: body.conditionField || 'title',
+        conditionOperator: body.conditionOperator || 'contains',
+        conditionValue: (body.conditionValue || '').trim(),
+        targetNotebookId: body.targetNotebookId || null,
+        addTags: (body.addTags || '').trim(),
+        isPinned: typeof body.isPinned === 'boolean' ? body.isPinned : null,
+        isShortcut: typeof body.isShortcut === 'boolean' ? body.isShortcut : null,
+        stopOnMatch: body.stopOnMatch !== false,
+      },
+      include: {
+        targetNotebook: {
+          select: { id: true, name: true },
+        },
+      },
+    });
+
+    return NextResponse.json(rule, { status: 201 });
+  } catch (err: unknown) {
+    console.error('POST /api/auto-sort error:', err);
+    return NextResponse.json(
+      { error: err instanceof Error ? err.message : 'Failed to create rule' },
+      { status: 500 }
+    );
+  }
+}
+
+export async function PUT(req: NextRequest) {
+  try {
+    const userId = await getCurrentUserId();
+    const body = await req.json();
+
+    // Support bulk reordering
+    if (body.action === 'reorder' && Array.isArray(body.ruleIds)) {
+      await Promise.all(
+        body.ruleIds.map((id: string, index: number) =>
+          prisma.autoSortRule.updateMany({
+            where: { id, userId },
+            data: { priority: index },
+          })
+        )
+      );
+      return NextResponse.json({ success: true });
+    }
+
+    const { id } = body;
+    if (!id) {
+      return NextResponse.json({ error: 'Rule ID required' }, { status: 400 });
+    }
+
+    const updateData: Record<string, unknown> = {};
+    if (typeof body.name === 'string') updateData.name = body.name.trim();
+    if (typeof body.enabled === 'boolean') updateData.enabled = body.enabled;
+    if (typeof body.priority === 'number') updateData.priority = body.priority;
+    if (typeof body.conditionField === 'string') updateData.conditionField = body.conditionField;
+    if (typeof body.conditionOperator === 'string')
+      updateData.conditionOperator = body.conditionOperator;
+    if (typeof body.conditionValue === 'string') updateData.conditionValue = body.conditionValue.trim();
+    if (body.targetNotebookId !== undefined) {
+      updateData.targetNotebookId = body.targetNotebookId || null;
+    }
+    if (typeof body.addTags === 'string') updateData.addTags = body.addTags.trim();
+    if (body.isPinned !== undefined) updateData.isPinned = body.isPinned;
+    if (body.isShortcut !== undefined) updateData.isShortcut = body.isShortcut;
+    if (typeof body.stopOnMatch === 'boolean') updateData.stopOnMatch = body.stopOnMatch;
+
+    const updated = await prisma.autoSortRule.update({
+      where: { id },
+      data: updateData,
+      include: {
+        targetNotebook: {
+          select: { id: true, name: true },
+        },
+      },
+    });
+
+    return NextResponse.json(updated);
+  } catch (err: unknown) {
+    console.error('PUT /api/auto-sort error:', err);
+    return NextResponse.json(
+      { error: err instanceof Error ? err.message : 'Failed to update rule' },
+      { status: 500 }
+    );
+  }
+}
+
+export async function DELETE(req: NextRequest) {
+  try {
+    const userId = await getCurrentUserId();
+    const id = req.nextUrl.searchParams.get('id');
+    if (!id) {
+      return NextResponse.json({ error: 'Rule ID required' }, { status: 400 });
+    }
+
+    await prisma.autoSortRule.deleteMany({
+      where: { id, userId },
+    });
+
+    return NextResponse.json({ success: true });
+  } catch (err: unknown) {
+    console.error('DELETE /api/auto-sort error:', err);
+    return NextResponse.json(
+      { error: err instanceof Error ? err.message : 'Failed to delete rule' },
+      { status: 500 }
+    );
+  }
+}

src/app/api/auto-sort/run/route.ts

@@ -0,0 +1,34 @@
+import { NextRequest, NextResponse } from 'next/server';
+import { getCurrentUserId, ensureDefaultNotebook } from '@/lib/prisma';
+import { runAutoSortOnNotebook } from '@/lib/autoSort';
+
+export async function POST(req: NextRequest) {
+  try {
+    const userId = await getCurrentUserId();
+    const body = await req.json().catch(() => ({}));
+
+    let notebookId = body.notebookId;
+    if (!notebookId) {
+      const defaultNb = await ensureDefaultNotebook(userId);
+      notebookId = defaultNb.id;
+    }
+
+    const dryRun = body.dryRun === true;
+    const ruleIds = Array.isArray(body.ruleIds) ? body.ruleIds : undefined;
+
+    const result = await runAutoSortOnNotebook({
+      notebookId,
+      userId,
+      dryRun,
+      ruleIds,
+    });
+
+    return NextResponse.json(result);
+  } catch (err: unknown) {
+    console.error('POST /api/auto-sort/run error:', err);
+    return NextResponse.json(
+      { error: err instanceof Error ? err.message : 'Failed to run auto-sort' },
+      { status: 500 }
+    );
+  }
+}

src/app/api/hooks/note/route.ts

@@ -2,7 +2,7 @@ import { NextRequest, NextResponse } from 'next/server';
 import { marked } from 'marked';
 import { JSDOM } from 'jsdom';
 import { Readability } from '@mozilla/readability';
-import { prisma, ensureDefaultNotebook } from '@/lib/prisma';
+import { prisma, ensureDefaultNotebook, getCurrentUserId } from '@/lib/prisma';
 import { verifyApiKeyFromRequest } from '@/lib/auth';
 import {
   clipUrlToNote,
@@ -16,6 +16,7 @@ import {
   stripHtmlToText,
   makeExcerpt,
 } from '@/lib/storage';
+import { applyAutoSortToNote } from '@/lib/autoSort';
 
 const corsHeaders = {
   'Access-Control-Allow-Origin': '*',
@@ -29,6 +30,7 @@ export async function OPTIONS() {
 
 export async function POST(req: NextRequest) {
   try {
+    const userId = await getCurrentUserId();
     const isValidKey = await verifyApiKeyFromRequest(req);
     const isShareTarget = req.nextUrl.searchParams.get('source') === 'share-target';
 
@@ -165,6 +167,8 @@ export async function POST(req: NextRequest) {
         });
       }
 
+      await applyAutoSortToNote(note.id, userId).catch(() => {});
+
       return NextResponse.json(
         { ok: true, noteId: note.id, title: note.title, mode: 'extension-article' },
         { status: 201, headers: corsHeaders }
@@ -283,6 +287,8 @@ export async function POST(req: NextRequest) {
       });
     }
 
+    await applyAutoSortToNote(note.id, userId).catch(() => {});
+
     if (isShareTarget) {
       return NextResponse.redirect(new URL(`/?noteId=${note.id}`, req.url));
     }
@@ -302,6 +308,7 @@ export async function POST(req: NextRequest) {
 
 export async function GET(req: NextRequest) {
   try {
+    const userId = await getCurrentUserId();
     const isValidKey = await verifyApiKeyFromRequest(req);
     if (!isValidKey) {
       return NextResponse.json(
@@ -361,6 +368,8 @@ export async function GET(req: NextRequest) {
       noteId = created.id;
     }
 
+    await applyAutoSortToNote(noteId, userId).catch(() => {});
+
     if (sp.get('redirect') === '1') {
       return NextResponse.redirect(new URL(`/?noteId=${noteId}`, req.url));
     }

src/app/api/notes/route.ts

@@ -3,6 +3,7 @@ import { prisma, getCurrentUserId, ensureDefaultNotebook } from '@/lib/prisma';
 import { buildNoteWhereClause } from '@/lib/search';
 import { stripHtmlToText, makeExcerpt } from '@/lib/storage';
 import { getOrCreateTagIds } from '@/lib/importers';
+import { applyAutoSortToNote } from '@/lib/autoSort';
 import { Prisma } from '@prisma/client';
 
 export async function GET(req: NextRequest) {
@@ -161,6 +162,32 @@ export async function POST(req: NextRequest) {
       },
     });
 
+    // Automatically evaluate auto-sort rules if created in default inbox
+    if (!body.notebookId || body.notebookId === defaultNb.id) {
+      try {
+        const sortRes = await applyAutoSortToNote(note.id, userId);
+        if (sortRes.matched) {
+          const refreshed = await prisma.note.findUnique({
+            where: { id: note.id },
+            include: {
+              notebook: true,
+              tags: { include: { tag: true } },
+              attachments: true,
+            },
+          });
+          if (refreshed) {
+            return NextResponse.json({
+              ...refreshed,
+              tags: refreshed.tags.map((nt) => nt.tag),
+              autoSortApplied: sortRes,
+            });
+          }
+        }
+      } catch (sortErr) {
+        console.error('Auto-sort on note creation failed (non-fatal):', sortErr);
+      }
+    }
+
     return NextResponse.json({
       ...note,
       tags: note.tags.map((nt) => nt.tag),

src/components/EvercloneWorkspace.tsx

@@ -41,6 +41,7 @@ import {
   Globe,
   Menu,
   ArrowLeft,
+  Wand2,
 } from 'lucide-react';
 import {
   SidebarData,
@@ -51,6 +52,7 @@ import {
 import RichNoteEditor from './RichNoteEditor';
 import SettingsView from './SettingsView';
 import ThumbnailEditorModal from './ThumbnailEditorModal';
+import TriageModal from './TriageModal';
 import { PdfAutoThumbnail, InlinePdfViewerCard } from './PdfNoteComponents';
 
 export default function EvercloneWorkspace() {
@@ -96,6 +98,7 @@ export default function EvercloneWorkspace() {
   const [creatingUser, setCreatingUser] = useState(false);
   const [newUserName, setNewUserName] = useState('');
   const [newUserEmail, setNewUserEmail] = useState('');
+  const [triageModalOpen, setTriageModalOpen] = useState(false);
 
   const activeFilterCount =
     (filterNotebookId ? 1 : 0) +
@@ -1536,19 +1539,30 @@ export default function EvercloneWorkspace() {
                 <span>New</span>
               </button>
               {activeView === 'notebook' && selectedNotebookId && (
-                <button
-                  type="button"
-                  onClick={() =>
-                    window.open(
-                      `/api/export?notebookId=${selectedNotebookId}&format=enex`,
-                      '_blank'
-                    )
-                  }
-                  title="Export this Notebook (.enex)"
-                  className="p-1.5 rounded hover:bg-gray-100 text-gray-600"
-                >
-                  <Download className="w-4 h-4" />
-                </button>
+                <>
+                  <button
+                    type="button"
+                    onClick={() => setTriageModalOpen(true)}
+                    title="Run Auto-Sort Triage on this notebook"
+                    className="flex items-center gap-1 px-2.5 py-1 bg-emerald-50 hover:bg-emerald-100 text-evernote-green border border-emerald-200/80 rounded-lg text-xs font-semibold shrink-0 transition"
+                  >
+                    <Wand2 className="w-3.5 h-3.5" />
+                    <span className="hidden sm:inline">Triage</span>
+                  </button>
+                  <button
+                    type="button"
+                    onClick={() =>
+                      window.open(
+                        `/api/export?notebookId=${selectedNotebookId}&format=enex`,
+                        '_blank'
+                      )
+                    }
+                    title="Export this Notebook (.enex)"
+                    className="p-1.5 rounded hover:bg-gray-100 text-gray-600"
+                  >
+                    <Download className="w-4 h-4" />
+                  </button>
+                </>
               )}
               {activeView === 'trash' && notes.length > 0 && (
                 <button
@@ -2950,6 +2964,17 @@ export default function EvercloneWorkspace() {
           await handleImmediatePatch({ thumbnailUrl });
         }}
       />
+
+      <TriageModal
+        isOpen={triageModalOpen}
+        onClose={() => setTriageModalOpen(false)}
+        notebooks={sidebar.notebooks}
+        initialNotebookId={activeView === 'notebook' ? selectedNotebookId : undefined}
+        onApplied={() => {
+          fetchSidebar();
+          fetchNotesList();
+        }}
+      />
       </>
       )}
     </div>

src/components/SettingsView.tsx

@@ -21,8 +21,34 @@ import {
   ArrowLeft,
   Bookmark,
   Terminal,
+  Wand2,
+  ArrowUp,
+  ArrowDown,
+  Edit2,
+  Sparkles,
+  Filter,
+  Pin,
+  Play,
 } from 'lucide-react';
 import { NotebookItem } from '@/types/everclone';
+import TriageModal from './TriageModal';
+
+interface AutoSortRuleItem {
+  id: string;
+  name: string;
+  enabled: boolean;
+  priority: number;
+  conditionField: string;
+  conditionOperator: string;
+  conditionValue: string;
+  targetNotebookId: string | null;
+  targetNotebook?: { id: string; name: string } | null;
+  addTags: string;
+  isPinned: boolean | null;
+  isShortcut: boolean | null;
+  stopOnMatch: boolean;
+  createdAt: string;
+}
 
 interface SettingsViewProps {
   notebooks: NotebookItem[];
@@ -56,8 +82,17 @@ export default function SettingsView({
   onDataChanged,
 }: SettingsViewProps) {
   const [activeTab, setActiveTab] = useState<
-    'import' | 'clipper' | 'email' | 'android'
-  >('import');
+    'rules' | 'import' | 'clipper' | 'email' | 'android'
+  >('rules');
+
+  // --- AUTO-SORT RULES STATE ---
+  const [rules, setRules] = useState<AutoSortRuleItem[]>([]);
+  const [loadingRules, setLoadingRules] = useState(false);
+  const [ruleModalOpen, setRuleModalOpen] = useState(false);
+  const [triageModalOpen, setTriageModalOpen] = useState(false);
+  const [editingRule, setEditingRule] = useState<Partial<AutoSortRuleItem> | null>(null);
+  const [savingRule, setSavingRule] = useState(false);
+  const [ruleError, setRuleError] = useState<string | null>(null);
 
   // --- IMPORT STATE ---
   const [selectedFiles, setSelectedFiles] = useState<File[]>([]);
@@ -151,10 +186,110 @@ export default function SettingsView({
     } catch {}
   };
 
+  const loadRules = async () => {
+    setLoadingRules(true);
+    try {
+      const res = await fetch('/api/auto-sort');
+      if (res.ok) {
+        const data = await res.json();
+        if (data.rules) setRules(data.rules);
+      }
+    } catch (err) {
+      console.error('Failed to load rules:', err);
+    } finally {
+      setLoadingRules(false);
+    }
+  };
+
+  const handleToggleRule = async (rule: AutoSortRuleItem) => {
+    try {
+      const updatedEnabled = !rule.enabled;
+      setRules((prev) =>
+        prev.map((r) => (r.id === rule.id ? { ...r, enabled: updatedEnabled } : r))
+      );
+      await fetch('/api/auto-sort', {
+        method: 'PUT',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({ id: rule.id, enabled: updatedEnabled }),
+      });
+    } catch (err) {
+      console.error('Failed to toggle rule:', err);
+      loadRules();
+    }
+  };
+
+  const handleDeleteRule = async (id: string) => {
+    try {
+      setRules((prev) => prev.filter((r) => r.id !== id));
+      await fetch(`/api/auto-sort?id=${id}`, { method: 'DELETE' });
+    } catch (err) {
+      console.error('Failed to delete rule:', err);
+      loadRules();
+    }
+  };
+
+  const handleMoveRule = async (id: string, direction: 'up' | 'down') => {
+    const idx = rules.findIndex((r) => r.id === id);
+    if (idx === -1) return;
+    if (direction === 'up' && idx === 0) return;
+    if (direction === 'down' && idx === rules.length - 1) return;
+
+    const newRules = [...rules];
+    const targetIdx = direction === 'up' ? idx - 1 : idx + 1;
+    const temp = newRules[idx];
+    newRules[idx] = newRules[targetIdx];
+    newRules[targetIdx] = temp;
+
+    setRules(newRules);
+    try {
+      await fetch('/api/auto-sort', {
+        method: 'PUT',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({
+          action: 'reorder',
+          ruleIds: newRules.map((r) => r.id),
+        }),
+      });
+    } catch (err) {
+      console.error('Failed to reorder rules:', err);
+      loadRules();
+    }
+  };
+
+  const handleSaveRule = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!editingRule || !editingRule.name?.trim()) {
+      setRuleError('Rule name is required');
+      return;
+    }
+    setSavingRule(true);
+    setRuleError(null);
+    try {
+      const isNew = !editingRule.id;
+      const res = await fetch('/api/auto-sort', {
+        method: isNew ? 'POST' : 'PUT',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify(editingRule),
+      });
+      const data = await res.json();
+      if (!res.ok) {
+        throw new Error(data.error || 'Failed to save rule');
+      }
+      setRuleModalOpen(false);
+      setEditingRule(null);
+      loadRules();
+    } catch (err: unknown) {
+      setRuleError(err instanceof Error ? err.message : 'Save error');
+    } finally {
+      setSavingRule(false);
+    }
+  };
+
   useEffect(() => {
     loadJobs();
     loadKeys();
     loadEmailCfg();
+    loadRules();
   }, []);
 
   // Poll recentJobs every 2s if any job is running/processing
@@ -633,6 +768,19 @@ export default function SettingsView({
 
       {/* Navigation Tabs */}
       <div className="flex border-b border-gray-200 bg-white px-8 gap-6 text-sm font-medium">
+        <button
+          type="button"
+          onClick={() => setActiveTab('rules')}
+          className={`flex items-center gap-2 py-3 border-b-2 transition ${
+            activeTab === 'rules'
+              ? 'border-evernote-green text-evernote-green'
+              : 'border-transparent text-gray-600 hover:text-gray-900'
+          }`}
+        >
+          <Wand2 className="w-4 h-4" />
+          <span>Auto-Sort Rules</span>
+        </button>
+
         <button
           type="button"
           onClick={() => setActiveTab('import')}
@@ -689,6 +837,272 @@ export default function SettingsView({
       {/* Main Content Area */}
       <div className="flex-1 overflow-y-auto p-8">
         <div className="max-w-4xl mx-auto space-y-6">
+          {/* TAB 0: AUTO-SORT RULES (INBOX TRIAGE ENGINE) */}
+          {activeTab === 'rules' && (
+            <>
+              {/* Header Card */}
+              <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-6 space-y-4">
+                <div className="flex flex-col md:flex-row md:items-center justify-between gap-4">
+                  <div>
+                    <div className="flex items-center gap-2">
+                      <span className="p-1.5 rounded-lg bg-emerald-50 text-evernote-green">
+                        <Wand2 className="w-5 h-5" />
+                      </span>
+                      <h2 className="text-base font-bold text-gray-900">
+                        Inbox Triage & Auto-Sorting Rules
+                      </h2>
+                    </div>
+                    <p className="text-xs text-gray-500 mt-1">
+                      Incoming notes from Web Clipper, Email-to-Note, and Android hooks are automatically classified, moved to notebooks, and tagged based on these rules.
+                    </p>
+                  </div>
+                  <div className="flex items-center gap-2">
+                    <button
+                      type="button"
+                      onClick={() => setTriageModalOpen(true)}
+                      className="flex items-center gap-1.5 px-3 py-1.5 bg-gray-100 hover:bg-gray-200 text-gray-700 text-xs font-semibold rounded-lg transition"
+                    >
+                      <Play className="w-3.5 h-3.5 fill-current text-gray-600" />
+                      <span>Triage Inbox Now</span>
+                    </button>
+                    <button
+                      type="button"
+                      onClick={() => {
+                        setEditingRule({
+                          name: '',
+                          enabled: true,
+                          conditionField: 'title',
+                          conditionOperator: 'contains',
+                          conditionValue: '',
+                          targetNotebookId: null,
+                          addTags: '',
+                          isPinned: null,
+                          isShortcut: null,
+                          stopOnMatch: true,
+                        });
+                        setRuleError(null);
+                        setRuleModalOpen(true);
+                      }}
+                      className="flex items-center gap-1.5 px-3 py-1.5 bg-evernote-green hover:bg-evernote-greenHover text-white text-xs font-semibold rounded-lg shadow-sm transition"
+                    >
+                      <Plus className="w-3.5 h-3.5" />
+                      <span>New Rule</span>
+                    </button>
+                  </div>
+                </div>
+
+                {/* Quick Templates */}
+                <div className="pt-2 border-t border-gray-100">
+                  <div className="text-[11px] font-bold uppercase tracking-wider text-gray-400 mb-2">
+                    💡 Quick Templates: Click to add pre-configured rule
+                  </div>
+                  <div className="flex flex-wrap gap-2">
+                    {[
+                      {
+                        name: '🧾 Receipts & Invoices',
+                        field: 'title',
+                        operator: 'contains',
+                        value: 'receipt, invoice',
+                        tags: 'receipt, finance',
+                        targetNb: notebooks.find((n) => /finance|receipt/i.test(n.name))?.id || null,
+                      },
+                      {
+                        name: '💻 GitHub & Dev Repos',
+                        field: 'sourceUrl',
+                        operator: 'contains',
+                        value: 'github.com',
+                        tags: 'github, dev',
+                        targetNb: null,
+                      },
+                      {
+                        name: '📄 PDF Documents',
+                        field: 'attachmentType',
+                        operator: 'contains',
+                        value: 'application/pdf',
+                        tags: 'pdf, documents',
+                        targetNb: null,
+                      },
+                      {
+                        name: '🍽️ Recipes & Cooking',
+                        field: 'content',
+                        operator: 'contains',
+                        value: 'ingredients',
+                        tags: 'recipe, cooking',
+                        targetNb: notebooks.find((n) => /recipe|cook/i.test(n.name))?.id || null,
+                      },
+                      {
+                        name: '📰 Medium & Substack Articles',
+                        field: 'sourceUrl',
+                        operator: 'contains',
+                        value: 'medium.com, substack.com',
+                        tags: 'reading-list',
+                        targetNb: null,
+                      },
+                    ].map((tpl) => (
+                      <button
+                        key={tpl.name}
+                        type="button"
+                        onClick={() => {
+                          setEditingRule({
+                            name: tpl.name.replace(/^[^\w\s]+\s*/, ''),
+                            enabled: true,
+                            conditionField: tpl.field,
+                            conditionOperator: tpl.operator,
+                            conditionValue: tpl.value,
+                            targetNotebookId: tpl.targetNb,
+                            addTags: tpl.tags,
+                            stopOnMatch: true,
+                          });
+                          setRuleError(null);
+                          setRuleModalOpen(true);
+                        }}
+                        className="text-xs bg-gray-50 hover:bg-emerald-50 hover:text-evernote-green border border-gray-200 hover:border-emerald-200 px-2.5 py-1 rounded-lg text-gray-700 font-medium transition"
+                      >
+                        {tpl.name}
+                      </button>
+                    ))}
+                  </div>
+                </div>
+              </div>
+
+              {/* Rules List Card */}
+              <div className="bg-white rounded-xl border border-gray-200 shadow-sm p-6 space-y-4">
+                <div className="flex items-center justify-between">
+                  <h3 className="text-sm font-bold text-gray-900">
+                    Active Rules ({rules.length})
+                  </h3>
+                  <span className="text-xs text-gray-500">
+                    Rules evaluate from top to bottom
+                  </span>
+                </div>
+
+                {loadingRules ? (
+                  <div className="py-12 flex justify-center text-gray-400">
+                    <Loader2 className="w-6 h-6 animate-spin text-evernote-green" />
+                  </div>
+                ) : rules.length === 0 ? (
+                  <div className="py-12 text-center text-gray-400 space-y-3">
+                    <Wand2 className="w-10 h-10 mx-auto text-gray-300" />
+                    <p className="text-sm font-medium text-gray-600">
+                      No auto-sort rules created yet.
+                    </p>
+                    <p className="text-xs text-gray-400 max-w-sm mx-auto">
+                      Create rules to automatically route clipped articles, receipts, and emails directly into target notebooks and tags.
+                    </p>
+                  </div>
+                ) : (
+                  <div className="space-y-2.5">
+                    {rules.map((rule, idx) => (
+                      <div
+                        key={rule.id}
+                        className={`flex flex-col sm:flex-row sm:items-center justify-between p-3.5 rounded-xl border transition ${
+                          rule.enabled
+                            ? 'bg-white border-gray-200 hover:border-gray-300 shadow-xs'
+                            : 'bg-gray-50/70 border-gray-200 opacity-60'
+                        }`}
+                      >
+                        <div className="flex items-start sm:items-center gap-3">
+                          {/* Priority controls */}
+                          <div className="flex flex-col items-center shrink-0">
+                            <button
+                              type="button"
+                              onClick={() => handleMoveRule(rule.id, 'up')}
+                              disabled={idx === 0}
+                              className="text-gray-400 hover:text-gray-700 disabled:opacity-20 p-0.5"
+                            >
+                              <ArrowUp className="w-3.5 h-3.5" />
+                            </button>
+                            <span className="text-[10px] font-bold text-gray-500">
+                              #{idx + 1}
+                            </span>
+                            <button
+                              type="button"
+                              onClick={() => handleMoveRule(rule.id, 'down')}
+                              disabled={idx === rules.length - 1}
+                              className="text-gray-400 hover:text-gray-700 disabled:opacity-20 p-0.5"
+                            >
+                              <ArrowDown className="w-3.5 h-3.5" />
+                            </button>
+                          </div>
+
+                          {/* Enabled checkbox */}
+                          <input
+                            type="checkbox"
+                            checked={rule.enabled}
+                            onChange={() => handleToggleRule(rule)}
+                            className="w-4 h-4 text-evernote-green rounded focus:ring-evernote-green border-gray-300 cursor-pointer shrink-0 mt-0.5 sm:mt-0"
+                          />
+
+                          {/* Rule details */}
+                          <div className="space-y-1">
+                            <div className="flex items-center gap-2">
+                              <span className="font-bold text-sm text-gray-900">
+                                {rule.name}
+                              </span>
+                              {rule.stopOnMatch && (
+                                <span className="text-[10px] bg-amber-50 text-amber-700 border border-amber-200 px-1.5 py-0.2 rounded font-medium">
+                                  Stop on match
+                                </span>
+                              )}
+                            </div>
+
+                            <div className="flex flex-wrap items-center gap-1.5 text-xs text-gray-600">
+                              <span className="bg-gray-100 text-gray-700 px-2 py-0.5 rounded-md font-mono text-[11px]">
+                                If <strong className="font-semibold text-gray-900">{rule.conditionField}</strong> {rule.conditionOperator} &ldquo;<span className="text-gray-900 font-semibold">{rule.conditionValue}</span>&rdquo;
+                              </span>
+
+                              {rule.targetNotebook?.name && (
+                                <span className="bg-blue-50 text-blue-700 border border-blue-200 px-2 py-0.5 rounded-md font-medium">
+                                  Move → {rule.targetNotebook.name}
+                                </span>
+                              )}
+
+                              {rule.addTags && (
+                                <span className="bg-emerald-50 text-emerald-700 border border-emerald-200 px-2 py-0.5 rounded-md font-medium">
+                                  +Tags: {rule.addTags}
+                                </span>
+                              )}
+
+                              {rule.isPinned && (
+                                <span className="bg-amber-50 text-amber-700 border border-amber-200 px-2 py-0.5 rounded-md font-medium">
+                                  📌 Pin
+                                </span>
+                              )}
+                            </div>
+                          </div>
+                        </div>
+
+                        {/* Action buttons */}
+                        <div className="flex items-center gap-1.5 mt-2 sm:mt-0 self-end sm:self-center shrink-0">
+                          <button
+                            type="button"
+                            onClick={() => {
+                              setEditingRule(rule);
+                              setRuleError(null);
+                              setRuleModalOpen(true);
+                            }}
+                            className="p-1.5 text-gray-400 hover:text-gray-700 hover:bg-gray-100 rounded-lg transition"
+                            title="Edit Rule"
+                          >
+                            <Edit2 className="w-3.5 h-3.5" />
+                          </button>
+                          <button
+                            type="button"
+                            onClick={() => handleDeleteRule(rule.id)}
+                            className="p-1.5 text-gray-400 hover:text-red-600 hover:bg-red-50 rounded-lg transition"
+                            title="Delete Rule"
+                          >
+                            <Trash2 className="w-3.5 h-3.5" />
+                          </button>
+                        </div>
+                      </div>
+                    ))}
+                  </div>
+                )}
+              </div>
+            </>
+          )}
+
           {/* TAB 1: IMPORT & EXPORT */}
           {activeTab === 'import' && (
             <>
@@ -1438,6 +1852,222 @@ Content-Type: application/json
           )}
         </div>
       </div>
+
+      {/* Auto-Sort Rule Editor Modal */}
+      {ruleModalOpen && editingRule && (
+        <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm p-4 animate-fade-in">
+          <div className="bg-white rounded-2xl shadow-2xl border border-gray-200 w-full max-w-lg overflow-hidden">
+            <div className="px-6 py-4 border-b border-gray-200 flex items-center justify-between bg-gradient-to-r from-emerald-50 to-teal-50">
+              <div className="flex items-center gap-2.5">
+                <div className="w-8 h-8 rounded-lg bg-evernote-green/15 text-evernote-green flex items-center justify-center">
+                  <Wand2 className="w-4 h-4" />
+                </div>
+                <h3 className="font-bold text-gray-900 text-base">
+                  {editingRule.id ? 'Edit Auto-Sort Rule' : 'New Auto-Sort Rule'}
+                </h3>
+              </div>
+              <button
+                type="button"
+                onClick={() => setRuleModalOpen(false)}
+                className="text-gray-400 hover:text-gray-700"
+              >
+                ✕
+              </button>
+            </div>
+
+            <form onSubmit={handleSaveRule} className="p-6 space-y-4">
+              {ruleError && (
+                <div className="p-3 bg-red-50 border border-red-200 rounded-xl text-red-700 text-xs flex items-center gap-2">
+                  <AlertCircle className="w-4 h-4 shrink-0" />
+                  <span>{ruleError}</span>
+                </div>
+              )}
+
+              {/* Rule Name */}
+              <div>
+                <label className="block text-xs font-bold text-gray-700 mb-1">
+                  Rule Name *
+                </label>
+                <input
+                  type="text"
+                  required
+                  value={editingRule.name || ''}
+                  onChange={(e) => setEditingRule({ ...editingRule, name: e.target.value })}
+                  placeholder="e.g. Tax Receipts, GitHub Repos, Recipes"
+                  className="w-full px-3 py-2 text-xs border border-gray-300 rounded-lg focus:ring-1 focus:ring-evernote-green focus:border-evernote-green"
+                />
+              </div>
+
+              {/* Condition Section */}
+              <div className="bg-gray-50 border border-gray-200 rounded-xl p-3.5 space-y-2.5">
+                <span className="text-[11px] font-bold uppercase tracking-wider text-gray-500">
+                  When Note Matches (IF):
+                </span>
+
+                <div className="grid grid-cols-2 gap-2">
+                  <div>
+                    <label className="block text-[11px] font-medium text-gray-600 mb-0.5">
+                      Field
+                    </label>
+                    <select
+                      value={editingRule.conditionField || 'title'}
+                      onChange={(e) =>
+                        setEditingRule({ ...editingRule, conditionField: e.target.value })
+                      }
+                      className="w-full px-2.5 py-1.5 text-xs bg-white border border-gray-300 rounded-lg"
+                    >
+                      <option value="title">Title</option>
+                      <option value="content">Content / Body</option>
+                      <option value="sourceUrl">Source URL</option>
+                      <option value="author">Author / Email Sender</option>
+                      <option value="attachmentType">Attachment MIME / File Ext</option>
+                      <option value="hasTodo">Has Checklist / Tasks</option>
+                    </select>
+                  </div>
+
+                  <div>
+                    <label className="block text-[11px] font-medium text-gray-600 mb-0.5">
+                      Operator
+                    </label>
+                    <select
+                      value={editingRule.conditionOperator || 'contains'}
+                      onChange={(e) =>
+                        setEditingRule({ ...editingRule, conditionOperator: e.target.value })
+                      }
+                      className="w-full px-2.5 py-1.5 text-xs bg-white border border-gray-300 rounded-lg"
+                    >
+                      <option value="contains">contains</option>
+                      <option value="not_contains">does not contain</option>
+                      <option value="equals">equals exactly</option>
+                      <option value="startsWith">starts with</option>
+                      <option value="endsWith">ends with</option>
+                      <option value="matchesRegex">matches regex</option>
+                    </select>
+                  </div>
+                </div>
+
+                <div>
+                  <label className="block text-[11px] font-medium text-gray-600 mb-0.5">
+                    Match Value (case-insensitive)
+                  </label>
+                  <input
+                    type="text"
+                    value={editingRule.conditionValue || ''}
+                    onChange={(e) =>
+                      setEditingRule({ ...editingRule, conditionValue: e.target.value })
+                    }
+                    placeholder="e.g. invoice, receipt, github.com, application/pdf"
+                    className="w-full px-3 py-1.5 text-xs bg-white border border-gray-300 rounded-lg focus:ring-1 focus:ring-evernote-green"
+                  />
+                </div>
+              </div>
+
+              {/* Action Section */}
+              <div className="bg-gray-50 border border-gray-200 rounded-xl p-3.5 space-y-2.5">
+                <span className="text-[11px] font-bold uppercase tracking-wider text-gray-500">
+                  Actions to Perform (THEN):
+                </span>
+
+                <div>
+                  <label className="block text-[11px] font-medium text-gray-600 mb-0.5">
+                    Move to Target Notebook
+                  </label>
+                  <select
+                    value={editingRule.targetNotebookId || ''}
+                    onChange={(e) =>
+                      setEditingRule({
+                        ...editingRule,
+                        targetNotebookId: e.target.value || null,
+                      })
+                    }
+                    className="w-full px-2.5 py-1.5 text-xs bg-white border border-gray-300 rounded-lg"
+                  >
+                    <option value="">(Leave in place - do not move)</option>
+                    {notebooks.map((nb) => (
+                      <option key={nb.id} value={nb.id}>
+                        {nb.name} {nb.isDefault ? '(Default Inbox)' : ''}
+                      </option>
+                    ))}
+                  </select>
+                </div>
+
+                <div>
+                  <label className="block text-[11px] font-medium text-gray-600 mb-0.5">
+                    Attach Tags (comma-separated)
+                  </label>
+                  <input
+                    type="text"
+                    value={editingRule.addTags || ''}
+                    onChange={(e) =>
+                      setEditingRule({ ...editingRule, addTags: e.target.value })
+                    }
+                    placeholder="e.g. receipt, finance, 2026"
+                    className="w-full px-3 py-1.5 text-xs bg-white border border-gray-300 rounded-lg"
+                  />
+                </div>
+
+                <div className="space-y-1.5 pt-1">
+                  <label className="flex items-center gap-2 text-xs text-gray-700 cursor-pointer">
+                    <input
+                      type="checkbox"
+                      checked={Boolean(editingRule.isPinned)}
+                      onChange={(e) =>
+                        setEditingRule({
+                          ...editingRule,
+                          isPinned: e.target.checked ? true : null,
+                        })
+                      }
+                      className="w-3.5 h-3.5 text-evernote-green rounded border-gray-300 focus:ring-evernote-green"
+                    />
+                    <span>Pin note to top of list</span>
+                  </label>
+
+                  <label className="flex items-center gap-2 text-xs text-gray-700 cursor-pointer">
+                    <input
+                      type="checkbox"
+                      checked={editingRule.stopOnMatch !== false}
+                      onChange={(e) =>
+                        setEditingRule({
+                          ...editingRule,
+                          stopOnMatch: e.target.checked,
+                        })
+                      }
+                      className="w-3.5 h-3.5 text-evernote-green rounded border-gray-300 focus:ring-evernote-green"
+                    />
+                    <span>Stop evaluating further rules if this rule matches</span>
+                  </label>
+                </div>
+              </div>
+
+              {/* Modal Buttons */}
+              <div className="flex items-center justify-end gap-2 pt-2">
+                <button
+                  type="button"
+                  onClick={() => setRuleModalOpen(false)}
+                  className="px-4 py-2 text-xs font-semibold text-gray-600 hover:text-gray-900 rounded-lg hover:bg-gray-100 transition"
+                >
+                  Cancel
+                </button>
+                <button
+                  type="submit"
+                  disabled={savingRule}
+                  className="px-5 py-2 bg-evernote-green hover:bg-evernote-greenHover text-white rounded-lg text-xs font-semibold transition disabled:opacity-50"
+                >
+                  {savingRule ? 'Saving...' : editingRule.id ? 'Update Rule' : 'Create Rule'}
+                </button>
+              </div>
+            </form>
+          </div>
+        </div>
+      )}
+
+      {/* Triage Preview & Run Modal */}
+      <TriageModal
+        isOpen={triageModalOpen}
+        onClose={() => setTriageModalOpen(false)}
+        notebooks={notebooks}
+        onApplied={() => onDataChanged()}
+      />
     </div>
   );
 }

src/components/TriageModal.tsx

@@ -0,0 +1,347 @@
+'use client';
+
+import React, { useState, useEffect } from 'react';
+import {
+  Wand2,
+  X,
+  Loader2,
+  CheckCircle2,
+  ArrowRight,
+  Tag as TagIcon,
+  Folder,
+  AlertCircle,
+  Play,
+  Pin,
+} from 'lucide-react';
+import { NotebookItem } from '@/types/everclone';
+
+interface TriageDiffItem {
+  noteId: string;
+  title: string;
+  currentNotebookId: string;
+  targetNotebookId?: string;
+  targetNotebookName?: string;
+  addedTags: string[];
+  isPinned?: boolean;
+  isShortcut?: boolean;
+  matchedRules: string[];
+}
+
+interface TriageResult {
+  totalScanned: number;
+  totalMatched: number;
+  movedCount: number;
+  taggedCount: number;
+  diffs: TriageDiffItem[];
+  dryRun: boolean;
+}
+
+interface TriageModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  notebooks: NotebookItem[];
+  initialNotebookId?: string;
+  onApplied?: () => void;
+}
+
+export default function TriageModal({
+  isOpen,
+  onClose,
+  notebooks,
+  initialNotebookId,
+  onApplied,
+}: TriageModalProps) {
+  const defaultNb = notebooks.find((n) => n.isDefault) || notebooks[0];
+  const [selectedNbId, setSelectedNbId] = useState<string>(
+    initialNotebookId || defaultNb?.id || ''
+  );
+  const [loadingPreview, setLoadingPreview] = useState(false);
+  const [executing, setExecuting] = useState(false);
+  const [result, setResult] = useState<TriageResult | null>(null);
+  const [appliedSuccess, setAppliedSuccess] = useState<string | null>(null);
+  const [errorMsg, setErrorMsg] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (isOpen) {
+      const targetId = initialNotebookId || defaultNb?.id || '';
+      setSelectedNbId(targetId);
+      setAppliedSuccess(null);
+      setErrorMsg(null);
+      runPreview(targetId);
+    }
+  }, [isOpen, initialNotebookId]);
+
+  const runPreview = async (nbId: string) => {
+    setLoadingPreview(true);
+    setErrorMsg(null);
+    setAppliedSuccess(null);
+    try {
+      const res = await fetch('/api/auto-sort/run', {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({
+          notebookId: nbId || undefined,
+          dryRun: true,
+        }),
+      });
+      const data = await res.json();
+      if (!res.ok) {
+        throw new Error(data.error || 'Failed to preview triage');
+      }
+      setResult(data);
+    } catch (err: unknown) {
+      setErrorMsg(err instanceof Error ? err.message : 'Preview error');
+    } finally {
+      setLoadingPreview(false);
+    }
+  };
+
+  const handleExecuteTriage = async () => {
+    if (!result || result.diffs.length === 0) return;
+    setExecuting(true);
+    setErrorMsg(null);
+    try {
+      const res = await fetch('/api/auto-sort/run', {
+        method: 'POST',
+        headers: { 'Content-Type': 'application/json' },
+        body: JSON.stringify({
+          notebookId: selectedNbId || undefined,
+          dryRun: false,
+        }),
+      });
+      const data = await res.json();
+      if (!res.ok) {
+        throw new Error(data.error || 'Failed to execute triage');
+      }
+      setAppliedSuccess(
+        `Successfully triaged ${data.totalMatched} note${
+          data.totalMatched === 1 ? '' : 's'
+        } (${data.movedCount} moved, ${data.taggedCount} tagged)!`
+      );
+      setResult(data);
+      if (onApplied) {
+        onApplied();
+      }
+    } catch (err: unknown) {
+      setErrorMsg(err instanceof Error ? err.message : 'Execution error');
+    } finally {
+      setExecuting(false);
+    }
+  };
+
+  if (!isOpen) return null;
+
+  const currentNotebook = notebooks.find((n) => n.id === selectedNbId);
+
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/60 backdrop-blur-sm p-4 animate-fade-in">
+      <div className="bg-white rounded-2xl shadow-2xl border border-gray-200 w-full max-w-2xl max-h-[85vh] flex flex-col overflow-hidden">
+        {/* Header */}
+        <div className="px-6 py-4 border-b border-gray-200 flex items-center justify-between bg-gradient-to-r from-emerald-50 to-teal-50">
+          <div className="flex items-center gap-3">
+            <div className="w-10 h-10 rounded-xl bg-evernote-green/15 text-evernote-green flex items-center justify-center">
+              <Wand2 className="w-5 h-5 text-evernote-green" />
+            </div>
+            <div>
+              <h2 className="text-lg font-bold text-gray-900">
+                Inbox Triage & Auto-Sort Engine
+              </h2>
+              <p className="text-xs text-gray-600">
+                Evaluate and organize notes using your active Auto-Sort rules
+              </p>
+            </div>
+          </div>
+          <button
+            onClick={onClose}
+            className="p-1.5 text-gray-400 hover:text-gray-700 hover:bg-white rounded-lg transition"
+          >
+            <X className="w-5 h-5" />
+          </button>
+        </div>
+
+        {/* Target Notebook Selector & Controls */}
+        <div className="px-6 py-3 bg-gray-50 border-b border-gray-200 flex items-center justify-between gap-3 text-sm">
+          <div className="flex items-center gap-2">
+            <span className="text-gray-600 font-medium">Notebook to Triage:</span>
+            <select
+              value={selectedNbId}
+              onChange={(e) => {
+                setSelectedNbId(e.target.value);
+                runPreview(e.target.value);
+              }}
+              disabled={loadingPreview || executing}
+              className="text-xs font-semibold bg-white border border-gray-300 rounded-lg px-2.5 py-1 text-gray-800 focus:outline-none focus:ring-1 focus:ring-evernote-green"
+            >
+              {notebooks.map((nb) => (
+                <option key={nb.id} value={nb.id}>
+                  {nb.name} {nb.isDefault ? '(Default Inbox)' : ''}
+                </option>
+              ))}
+            </select>
+          </div>
+          <button
+            onClick={() => runPreview(selectedNbId)}
+            disabled={loadingPreview || executing}
+            className="text-xs text-gray-600 hover:text-gray-900 font-medium flex items-center gap-1 px-2 py-1 rounded hover:bg-gray-200 transition"
+          >
+            {loadingPreview ? (
+              <Loader2 className="w-3.5 h-3.5 animate-spin" />
+            ) : (
+              'Re-scan'
+            )}
+          </button>
+        </div>
+
+        {/* Content Area */}
+        <div className="flex-1 overflow-y-auto p-6 space-y-4">
+          {errorMsg && (
+            <div className="p-3 bg-red-50 border border-red-200 rounded-xl text-red-700 text-xs flex items-center gap-2">
+              <AlertCircle className="w-4 h-4 shrink-0" />
+              <span>{errorMsg}</span>
+            </div>
+          )}
+
+          {appliedSuccess && (
+            <div className="p-4 bg-emerald-50 border border-emerald-200 rounded-xl text-emerald-800 text-sm flex items-center gap-3">
+              <CheckCircle2 className="w-5 h-5 text-emerald-600 shrink-0" />
+              <div className="font-semibold">{appliedSuccess}</div>
+            </div>
+          )}
+
+          {loadingPreview ? (
+            <div className="py-16 flex flex-col items-center justify-center text-gray-500 space-y-3">
+              <Loader2 className="w-8 h-8 text-evernote-green animate-spin" />
+              <p className="text-sm font-medium">
+                Scanning notes in &ldquo;{currentNotebook?.name}&rdquo; against Auto-Sort rules...
+              </p>
+            </div>
+          ) : result ? (
+            <>
+              {/* Summary Stats */}
+              <div className="grid grid-cols-3 gap-3">
+                <div className="bg-gray-50 border border-gray-200 rounded-xl p-3 text-center">
+                  <div className="text-2xl font-bold text-gray-800">
+                    {result.totalScanned}
+                  </div>
+                  <div className="text-xs text-gray-500 font-medium uppercase mt-0.5">
+                    Notes Scanned
+                  </div>
+                </div>
+                <div className="bg-emerald-50 border border-emerald-200 rounded-xl p-3 text-center">
+                  <div className="text-2xl font-bold text-evernote-green">
+                    {result.totalMatched}
+                  </div>
+                  <div className="text-xs text-emerald-700 font-medium uppercase mt-0.5">
+                    Rules Matched
+                  </div>
+                </div>
+                <div className="bg-blue-50 border border-blue-200 rounded-xl p-3 text-center">
+                  <div className="text-2xl font-bold text-blue-700">
+                    {result.movedCount}
+                  </div>
+                  <div className="text-xs text-blue-600 font-medium uppercase mt-0.5">
+                    To Move
+                  </div>
+                </div>
+              </div>
+
+              {/* Diffs List */}
+              {result.diffs.length === 0 ? (
+                <div className="py-12 text-center text-gray-500 space-y-2">
+                  <CheckCircle2 className="w-10 h-10 text-emerald-500 mx-auto" />
+                  <p className="font-semibold text-gray-800">
+                    All clean! No notes require triage.
+                  </p>
+                  <p className="text-xs text-gray-500 max-w-sm mx-auto">
+                    All notes in &ldquo;{currentNotebook?.name}&rdquo; are already in their target notebooks or do not match any enabled rule.
+                  </p>
+                </div>
+              ) : (
+                <div className="space-y-3">
+                  <h4 className="text-xs font-bold uppercase tracking-wider text-gray-500">
+                    Proposed Actions ({result.diffs.length} notes)
+                  </h4>
+                  <div className="space-y-2.5 max-h-[380px] overflow-y-auto pr-1">
+                    {result.diffs.map((diff) => (
+                      <div
+                        key={diff.noteId}
+                        className="p-3 bg-white border border-gray-200 rounded-xl hover:border-gray-300 shadow-sm transition space-y-2"
+                      >
+                        <div className="flex items-center justify-between gap-2">
+                          <span className="font-bold text-sm text-gray-900 truncate">
+                            {diff.title || 'Untitled Note'}
+                          </span>
+                          <span className="text-[10px] font-semibold uppercase bg-gray-100 text-gray-700 px-2 py-0.5 rounded-full shrink-0">
+                            Rule: {diff.matchedRules.join(', ')}
+                          </span>
+                        </div>
+
+                        <div className="flex flex-wrap items-center gap-2 text-xs">
+                          {diff.targetNotebookName && (
+                            <span className="flex items-center gap-1 text-blue-700 bg-blue-50 border border-blue-200 px-2 py-0.5 rounded-md font-medium">
+                              <Folder className="w-3 h-3" />
+                              <span>{currentNotebook?.name}</span>
+                              <ArrowRight className="w-3 h-3" />
+                              <span className="font-bold">{diff.targetNotebookName}</span>
+                            </span>
+                          )}
+
+                          {diff.addedTags.map((tag) => (
+                            <span
+                              key={tag}
+                              className="flex items-center gap-1 text-emerald-700 bg-emerald-50 border border-emerald-200 px-2 py-0.5 rounded-md font-medium"
+                            >
+                              <TagIcon className="w-3 h-3" />
+                              <span>+{tag}</span>
+                            </span>
+                          ))}
+
+                          {diff.isPinned && (
+                            <span className="flex items-center gap-1 text-amber-700 bg-amber-50 border border-amber-200 px-2 py-0.5 rounded-md font-medium">
+                              <Pin className="w-3 h-3" />
+                              <span>Pin</span>
+                            </span>
+                          )}
+                        </div>
+                      </div>
+                    ))}
+                  </div>
+                </div>
+              )}
+            </>
+          ) : null}
+        </div>
+
+        {/* Footer */}
+        <div className="px-6 py-4 bg-gray-50 border-t border-gray-200 flex items-center justify-between">
+          <button
+            onClick={onClose}
+            className="px-4 py-2 text-xs font-semibold text-gray-600 hover:text-gray-900 rounded-lg hover:bg-gray-200 transition"
+          >
+            Close
+          </button>
+
+          {result && result.diffs.length > 0 && !appliedSuccess && (
+            <button
+              onClick={handleExecuteTriage}
+              disabled={executing || loadingPreview}
+              className="flex items-center gap-2 px-5 py-2.5 bg-evernote-green hover:bg-emerald-600 text-white rounded-xl font-bold text-xs shadow-md transition disabled:opacity-50"
+            >
+              {executing ? (
+                <>
+                  <Loader2 className="w-4 h-4 animate-spin" />
+                  <span>Applying Triage...</span>
+                </>
+              ) : (
+                <>
+                  <Play className="w-3.5 h-3.5 fill-current" />
+                  <span>Apply Triage ({result.diffs.length} Notes)</span>
+                </>
+              )}
+            </button>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}

src/lib/autoSort.ts

@@ -0,0 +1,490 @@
+import { prisma } from './prisma';
+import { getOrCreateTagIds } from './importers';
+import { AutoSortRule } from '@prisma/client';
+
+export type ConditionField =
+  | 'title'
+  | 'content'
+  | 'sourceUrl'
+  | 'author'
+  | 'attachmentType'
+  | 'hasTodo';
+
+export type ConditionOperator =
+  | 'contains'
+  | 'not_contains'
+  | 'equals'
+  | 'startsWith'
+  | 'endsWith'
+  | 'matchesRegex';
+
+export interface EvaluatedNote {
+  id?: string;
+  title: string;
+  contentText?: string;
+  contentHtml?: string;
+  sourceUrl?: string | null;
+  author?: string | null;
+  attachments?: Array<{ mimeType: string; filename: string }>;
+  tags?: Array<{ tag?: { name: string }; name?: string }>;
+}
+
+export interface RuleMatchEvaluation {
+  matchedRules: AutoSortRule[];
+  targetNotebookId?: string;
+  targetNotebookName?: string;
+  tagsToAdd: string[];
+  isPinned?: boolean;
+  isShortcut?: boolean;
+}
+
+/**
+ * Checks whether a single condition matches a note
+ */
+export function checkCondition(
+  note: EvaluatedNote,
+  field: string,
+  operator: string,
+  value: string
+): boolean {
+  const normVal = (value || '').trim();
+
+  // Special case: hasTodo condition
+  if (field === 'hasTodo') {
+    const html = note.contentHtml || '';
+    const text = note.contentText || '';
+    const hasTodo =
+      html.includes('data-type="taskList"') ||
+      html.includes('<en-todo') ||
+      html.includes('type="checkbox"') ||
+      /\[[ xX]\]/.test(text);
+
+    return operator === 'equals' || operator === 'contains'
+      ? normVal.toLowerCase() === 'false' || normVal === '0'
+        ? !hasTodo
+        : hasTodo
+      : hasTodo;
+  }
+
+  // Special case: attachmentType
+  if (field === 'attachmentType') {
+    const attachments = note.attachments || [];
+    if (attachments.length === 0) {
+      return operator === 'not_contains';
+    }
+
+    const matchesAny = attachments.some((att) => {
+      const mime = (att.mimeType || '').toLowerCase();
+      const fn = (att.filename || '').toLowerCase();
+      const search = normVal.toLowerCase();
+
+      switch (operator) {
+        case 'contains':
+          return mime.includes(search) || fn.includes(search);
+        case 'not_contains':
+          return !mime.includes(search) && !fn.includes(search);
+        case 'equals':
+          return mime === search || fn === search;
+        case 'startsWith':
+          return mime.startsWith(search) || fn.startsWith(search);
+        case 'endsWith':
+          return mime.endsWith(search) || fn.endsWith(search);
+        case 'matchesRegex':
+          try {
+            const rx = new RegExp(normVal, 'i');
+            return rx.test(mime) || rx.test(fn);
+          } catch {
+            return false;
+          }
+        default:
+          return mime.includes(search);
+      }
+    });
+
+    return operator === 'not_contains' ? !matchesAny : matchesAny;
+  }
+
+  // General text field extraction
+  let noteFieldVal = '';
+  switch (field) {
+    case 'title':
+      noteFieldVal = note.title || '';
+      break;
+    case 'content':
+      noteFieldVal = (note.contentText || '') + ' ' + (note.contentHtml || '');
+      break;
+    case 'sourceUrl':
+      noteFieldVal = note.sourceUrl || '';
+      break;
+    case 'author':
+      noteFieldVal = note.author || '';
+      break;
+    default:
+      noteFieldVal = note.title || '';
+  }
+
+  const text = noteFieldVal.toLowerCase();
+  const search = normVal.toLowerCase();
+
+  switch (operator) {
+    case 'contains':
+      return text.includes(search);
+    case 'not_contains':
+      return !text.includes(search);
+    case 'equals':
+      return text === search;
+    case 'startsWith':
+      return text.startsWith(search);
+    case 'endsWith':
+      return text.endsWith(search);
+    case 'matchesRegex':
+      try {
+        const rx = new RegExp(normVal, 'i');
+        return rx.test(noteFieldVal);
+      } catch {
+        return false;
+      }
+    default:
+      return text.includes(search);
+  }
+}
+
+/**
+ * Evaluates ordered rules against a note and computes planned actions
+ */
+export function evaluateAutoSortRules(
+  note: EvaluatedNote,
+  rules: (AutoSortRule & { targetNotebook?: { name: string } | null })[]
+): RuleMatchEvaluation {
+  const matchedRules: AutoSortRule[] = [];
+  const tagsSet = new Set<string>();
+  let targetNotebookId: string | undefined;
+  let targetNotebookName: string | undefined;
+  let isPinned: boolean | undefined;
+  let isShortcut: boolean | undefined;
+
+  // Existing tags already on note to avoid re-adding
+  const existingTags = new Set(
+    (note.tags || []).map((t) => (t.tag?.name || t.name || '').toLowerCase())
+  );
+
+  for (const rule of rules) {
+    if (!rule.enabled) continue;
+
+    const matches = checkCondition(
+      note,
+      rule.conditionField,
+      rule.conditionOperator,
+      rule.conditionValue
+    );
+
+    if (matches) {
+      matchedRules.push(rule);
+
+      // Only first matching rule sets target notebook (or overwrite if defined)
+      if (rule.targetNotebookId && !targetNotebookId) {
+        targetNotebookId = rule.targetNotebookId;
+        if (rule.targetNotebook?.name) {
+          targetNotebookName = rule.targetNotebook.name;
+        }
+      }
+
+      // Collect tags
+      if (rule.addTags && rule.addTags.trim()) {
+        const rawTags = rule.addTags.split(/[,;\n]+/);
+        for (const raw of rawTags) {
+          const trimmed = raw.trim();
+          if (trimmed && !existingTags.has(trimmed.toLowerCase())) {
+            tagsSet.add(trimmed);
+          }
+        }
+      }
+
+      // Pin / shortcut flags
+      if (rule.isPinned !== null && rule.isPinned !== undefined && isPinned === undefined) {
+        isPinned = rule.isPinned;
+      }
+      if (rule.isShortcut !== null && rule.isShortcut !== undefined && isShortcut === undefined) {
+        isShortcut = rule.isShortcut;
+      }
+
+      // Stop on match if configured
+      if (rule.stopOnMatch) {
+        break;
+      }
+    }
+  }
+
+  return {
+    matchedRules,
+    targetNotebookId,
+    targetNotebookName,
+    tagsToAdd: Array.from(tagsSet),
+    isPinned,
+    isShortcut,
+  };
+}
+
+/**
+ * Applies auto-sort rules to a single note.
+ */
+export async function applyAutoSortToNote(
+  noteId: string,
+  userId: string
+): Promise<{
+  matched: boolean;
+  ruleNames: string[];
+  targetNotebookId?: string;
+  addedTags: string[];
+}> {
+  // Fetch active rules for user
+  const rules = await prisma.autoSortRule.findMany({
+    where: { userId, enabled: true },
+    orderBy: { priority: 'asc' },
+    include: { targetNotebook: true },
+  });
+
+  if (rules.length === 0) {
+    return { matched: false, ruleNames: [], addedTags: [] };
+  }
+
+  const note = await prisma.note.findUnique({
+    where: { id: noteId },
+    include: {
+      tags: { include: { tag: true } },
+      attachments: true,
+      notebook: true,
+    },
+  });
+
+  if (!note || note.isTrashed) {
+    return { matched: false, ruleNames: [], addedTags: [] };
+  }
+
+  const evalResult = evaluateAutoSortRules(note, rules);
+
+  if (evalResult.matchedRules.length === 0) {
+    return { matched: false, ruleNames: [], addedTags: [] };
+  }
+
+  // Prepare database updates
+  const updateData: {
+    notebookId?: string;
+    isPinned?: boolean;
+    isShortcut?: boolean;
+  } = {};
+
+  if (evalResult.targetNotebookId && evalResult.targetNotebookId !== note.notebookId) {
+    updateData.notebookId = evalResult.targetNotebookId;
+  }
+
+  if (evalResult.isPinned !== undefined) {
+    updateData.isPinned = evalResult.isPinned;
+  }
+
+  if (evalResult.isShortcut !== undefined) {
+    updateData.isShortcut = evalResult.isShortcut;
+  }
+
+  // Create and attach new tags
+  if (evalResult.tagsToAdd.length > 0) {
+    const tagIds = await getOrCreateTagIds(evalResult.tagsToAdd, userId);
+    for (const tagId of tagIds) {
+      await prisma.noteTag.upsert({
+        where: {
+          noteId_tagId: {
+            noteId: note.id,
+            tagId,
+          },
+        },
+        create: {
+          noteId: note.id,
+          tagId,
+        },
+        update: {},
+      });
+    }
+  }
+
+  if (Object.keys(updateData).length > 0) {
+    await prisma.note.update({
+      where: { id: note.id },
+      data: updateData,
+    });
+  }
+
+  return {
+    matched: true,
+    ruleNames: evalResult.matchedRules.map((r) => r.name),
+    targetNotebookId: evalResult.targetNotebookId,
+    addedTags: evalResult.tagsToAdd,
+  };
+}
+
+export interface TriageDiffItem {
+  noteId: string;
+  title: string;
+  currentNotebookId: string;
+  targetNotebookId?: string;
+  targetNotebookName?: string;
+  addedTags: string[];
+  isPinned?: boolean;
+  isShortcut?: boolean;
+  matchedRules: string[];
+}
+
+export interface TriageResult {
+  totalScanned: number;
+  totalMatched: number;
+  movedCount: number;
+  taggedCount: number;
+  diffs: TriageDiffItem[];
+  dryRun: boolean;
+}
+
+/**
+ * Runs triage on a specific notebook (e.g. Inbox) or all notes.
+ * If dryRun is true, only returns planned actions.
+ * If dryRun is false, commits updates.
+ */
+export async function runAutoSortOnNotebook(options: {
+  notebookId?: string;
+  userId: string;
+  dryRun?: boolean;
+  ruleIds?: string[];
+}): Promise<TriageResult> {
+  const { notebookId, userId, dryRun = false, ruleIds } = options;
+
+  const rulesWhere: Record<string, unknown> = {
+    userId,
+    enabled: true,
+  };
+  if (ruleIds && ruleIds.length > 0) {
+    rulesWhere.id = { in: ruleIds };
+  }
+
+  const rules = await prisma.autoSortRule.findMany({
+    where: rulesWhere,
+    orderBy: { priority: 'asc' },
+    include: { targetNotebook: true },
+  });
+
+  if (rules.length === 0) {
+    return {
+      totalScanned: 0,
+      totalMatched: 0,
+      movedCount: 0,
+      taggedCount: 0,
+      diffs: [],
+      dryRun,
+    };
+  }
+
+  const notesWhere: Record<string, unknown> = {
+    userId,
+    isTrashed: false,
+  };
+  if (notebookId) {
+    notesWhere.notebookId = notebookId;
+  }
+
+  const notes = await prisma.note.findMany({
+    where: notesWhere,
+    include: {
+      tags: { include: { tag: true } },
+      attachments: true,
+      notebook: true,
+    },
+    take: 1000, // Batch limit for triage operations
+  });
+
+  const diffs: TriageDiffItem[] = [];
+  let movedCount = 0;
+  let taggedCount = 0;
+
+  for (const note of notes) {
+    const evalResult = evaluateAutoSortRules(note, rules);
+
+    if (evalResult.matchedRules.length === 0) {
+      continue;
+    }
+
+    const willMove =
+      evalResult.targetNotebookId &&
+      evalResult.targetNotebookId !== note.notebookId;
+    const willAddTags = evalResult.tagsToAdd.length > 0;
+
+    // Only include in diff if an actual change would occur
+    if (
+      willMove ||
+      willAddTags ||
+      evalResult.isPinned !== undefined ||
+      evalResult.isShortcut !== undefined
+    ) {
+      if (willMove) movedCount++;
+      if (willAddTags) taggedCount++;
+
+      diffs.push({
+        noteId: note.id,
+        title: note.title,
+        currentNotebookId: note.notebookId,
+        targetNotebookId: evalResult.targetNotebookId,
+        targetNotebookName: evalResult.targetNotebookName || undefined,
+        addedTags: evalResult.tagsToAdd,
+        isPinned: evalResult.isPinned,
+        isShortcut: evalResult.isShortcut,
+        matchedRules: evalResult.matchedRules.map((r) => r.name),
+      });
+
+      if (!dryRun) {
+        // Apply tag additions
+        if (willAddTags) {
+          const tagIds = await getOrCreateTagIds(evalResult.tagsToAdd, userId);
+          for (const tagId of tagIds) {
+            await prisma.noteTag.upsert({
+              where: {
+                noteId_tagId: {
+                  noteId: note.id,
+                  tagId,
+                },
+              },
+              create: {
+                noteId: note.id,
+                tagId,
+              },
+              update: {},
+            });
+          }
+        }
+
+        // Apply notebook and flag changes
+        const updateData: Record<string, unknown> = {};
+        if (willMove) {
+          updateData.notebookId = evalResult.targetNotebookId;
+        }
+        if (evalResult.isPinned !== undefined) {
+          updateData.isPinned = evalResult.isPinned;
+        }
+        if (evalResult.isShortcut !== undefined) {
+          updateData.isShortcut = evalResult.isShortcut;
+        }
+
+        if (Object.keys(updateData).length > 0) {
+          await prisma.note.update({
+            where: { id: note.id },
+            data: updateData,
+          });
+        }
+      }
+    }
+  }
+
+  return {
+    totalScanned: notes.length,
+    totalMatched: diffs.length,
+    movedCount,
+    taggedCount,
+    diffs,
+    dryRun,
+  };
+}

src/lib/email.ts

@@ -1,6 +1,6 @@
 import { ImapFlow } from 'imapflow';
 import { simpleParser } from 'mailparser';
-import { prisma, ensureDefaultNotebook } from './prisma';
+import { prisma, ensureDefaultNotebook, getCurrentUserId } from './prisma';
 import { getOrCreateNotebookByName, getOrCreateTagIds } from './importers';
 import { saveAttachmentBuffer, stripHtmlToText, makeExcerpt } from './storage';
 
@@ -79,18 +79,19 @@ export interface IncomingEmailPayload {
 export async function ingestEmailToNote(
   email: IncomingEmailPayload
 ): Promise<{ noteId: string; title: string }> {
+  const userId = await getCurrentUserId();
   const parsedSubj = parseEvernoteEmailSubject(email.subject);
 
   const targetNbName = parsedSubj.notebookName || email.defaultNotebook || '';
   const notebookId = targetNbName.trim()
-    ? await getOrCreateNotebookByName(targetNbName.trim())
-    : (await ensureDefaultNotebook()).id;
+    ? await getOrCreateNotebookByName(targetNbName.trim(), userId)
+    : (await ensureDefaultNotebook(userId)).id;
 
   const combinedTags = [
     ...(email.defaultTags || ['emailed']),
     ...parsedSubj.tags,
   ];
-  const tagIds = await getOrCreateTagIds(combinedTags);
+  const tagIds = await getOrCreateTagIds(combinedTags, userId);
 
   let bodyHtml =
     email.html ||
@@ -111,6 +112,7 @@ export async function ingestEmailToNote(
 
   const note = await prisma.note.create({
     data: {
+      userId,
       title: parsedSubj.title,
       contentHtml: bodyHtml,
       contentText: stripHtmlToText(bodyHtml),
@@ -169,6 +171,14 @@ export async function ingestEmailToNote(
     });
   }
 
+  // Auto-sort triage for ingested email
+  try {
+    const { applyAutoSortToNote } = await import('./autoSort');
+    await applyAutoSortToNote(note.id, userId);
+  } catch (err) {
+    console.error('Auto-sort for email failed (non-fatal):', err);
+  }
+
   return { noteId: note.id, title: note.title };
 }
 

src/lib/importers.ts

@@ -798,6 +798,14 @@ export async function clipUrlToNote(
     });
   }
 
+  // Auto-sort triage for newly clipped web notes
+  try {
+    const { applyAutoSortToNote } = await import('./autoSort');
+    await applyAutoSortToNote(note.id, userId);
+  } catch (err) {
+    console.error('Auto-sort for web clip failed (non-fatal):', err);
+  }
+
   return note.id;
 }