Changeset 0.7.3 (#41)

ROADMAP.md

@@ -10,7 +10,7 @@ minor = add features (deprecate, don't remove), patch = fix something.
 
 ---
 
-## Current State: v0.7.0
+## Current State: v0.7.3
 
 ### ✅ Done
 
@@ -42,6 +42,12 @@ minor = add features (deprecate, don't remove), patch = fix something.
 - [x] User + admin provider model listing with capabilities
 - [x] Model presets (named wrappers: global/personal scope, system prompt, temp, max_tokens)
 - [x] Preset unwrap in completion handler (transparent to provider)
+- [x] Tool framework: registry, type system, execution loop (tool→result→model)
+- [x] Note tools: note_create, note_search, note_update, note_list
+- [x] Notes API: CRUD, full-text search (tsvector), folder listing
+- [x] Provider tool calling: OpenAI + Anthropic function calling in request/response/stream
+- [x] Message tree: edit creates sibling, regenerate creates sibling, cursor tracking
+- [x] Avatar system: user + preset avatars, server-side resize to 128×128 PNG
 
 **Frontend (Vanilla JS)**
 - [x] Professional splash page (split-panel hero + tabbed auth)
@@ -68,6 +74,11 @@ minor = add features (deprecate, don't remove), patch = fix something.
 - [x] Appearance settings tab (UI scale, message font size)
 - [x] Mobile responsive layout (hamburger menu, sidebar overlay, dvh)
 - [x] Model/preset name in message headers (replaces generic "Assistant")
+- [x] Notes modal: list/detail views, folder sidebar, create/edit/delete, search
+- [x] Message editing + forking: inline edit, regen, branch navigation ‹ 1/2 ›
+- [x] Conversation path: active-path context assembly, cursor-aware
+- [x] White-label branding: volume mount, org name, logo, favicon, accent color, pills
+- [x] Avatar system: user profile upload, preset avatars, avatar in messages/sidebar/dropdown
 
 **CI/CD (Gitea Actions)**
 - [x] Three-env pipeline (dev/test/prod)
@@ -106,26 +117,24 @@ org-wide presets, users create personal ones (if user providers are enabled).
 White-label support and UX improvements that exploit existing infrastructure.
 
 **Branding**
-- [ ] Admin branding settings in global_settings: org name, tagline, accent color
-- [ ] `/branding/` volume mount (K8s ConfigMap, optional) for favicon, logo
-- [ ] Splash page reads branding config on load, falls back to Switchboard defaults
-- [ ] CSS accent color override from branding settings
+- [x] Admin branding settings in global_settings: org name, tagline, accent color
+- [x] `/branding/` volume mount (K8s ConfigMap, optional) for favicon, logo
+- [x] Splash page reads branding config on load, falls back to Switchboard defaults
+- [x] CSS accent color override from branding settings
 
 **Profile Pictures / Avatars**
-- [ ] `avatar` column on `users` table (base64 PNG, capped ~128x128, nullable)
-- [ ] `preset_avatar` column on `model_presets` (alongside existing `icon` emoji field)
-- [ ] Avatar upload in user Settings → Profile section (crop/resize client-side)
-- [ ] Admin preset form: optional avatar upload (or keep emoji-only)
-- [ ] `UI.avatar(msg)` helper: returns `<img>` if avatar set, emoji fallback otherwise
-- [ ] Replace hardcoded 👤/🤖 in `_messageHTML`, `streamResponse`, sidebar user area
-- [ ] Avatar displayed in message headers, chat list, user flyout
-- [ ] Storage: base64 in DB keeps backups self-contained (airgap-friendly)
+- [x] `avatar_url` column on `users` table (already existed, now wired)
+- [x] `avatar` column on `model_presets` (migration 015)
+- [x] Avatar upload in user Settings → Profile section (server-side resize to 128×128)
+- [x] Admin/user preset avatar upload endpoint
+- [x] `avatarHTML()` helper: returns `<img>` if avatar set, emoji fallback otherwise
+- [x] Avatar displayed in message headers, stream, typing indicator, sidebar user area
 
 **Message Editing + Forking**
-- [ ] Edit message → creates sibling (uses existing parent_id tree)
-- [ ] Regenerate → creates sibling model response
-- [ ] Branch indicator at fork points (← 1/2 →)
-- [ ] Context assembly follows active path, not full channel history
+- [x] Edit message → creates sibling (uses existing parent_id tree)
+- [x] Regenerate → creates sibling model response
+- [x] Branch indicator at fork points (← 1/2 →)
+- [x] Context assembly follows active path, not full channel history
 
 **UX Polish**
 - [ ] Chat search / filter in sidebar
@@ -191,28 +200,28 @@ Required for enterprise and compliance. Cheap to build, expensive to retrofit.
 
 ---
 
-## 0.9.0 — Tool Execution + Notes
+## ~~0.9.0 — Tool Execution + Notes~~ ✅ (pulled into 0.7.x)
 
-The tool-calling infrastructure that everything downstream depends on.
+Pulled forward and shipped ahead of schedule. See TOOLS_IMPL.md and FORKING_IMPL.md.
 
 **Tool Framework**
-- [ ] Tool calling pipeline in completion handler
-- [ ] Tool registry (built-in + future plugin tools)
-- [ ] Tool execution loop: model requests tool → backend executes → result fed back
+- [x] Tool calling pipeline in completion handler (OpenAI + Anthropic)
+- [x] Tool registry (built-in + future plugin tools)
+- [x] Tool execution loop: model requests tool → backend executes → result fed back
 - [ ] Tool permission model (which tools enabled per preset/channel)
 
 **Notes**
-- [ ] `notes` table: title, content, folder_id, tags, team_id (nullable), created_by
-- [ ] Notes CRUD endpoints
-- [ ] `note_create`, `note_update`, `note_search`, `note_list` tools
-- [ ] Full-text search (PostgreSQL `tsvector`)
-- [ ] Markdown editor in frontend
-- [ ] Team-scoped notes (schema ready from 0.8.0)
+- [x] `notes` table: title, content, folder, tags, source_channel_id, full-text search
+- [x] Notes CRUD endpoints + search
+- [x] `note_create`, `note_update`, `note_search`, `note_list` tools
+- [x] Full-text search (PostgreSQL `tsvector` + `ts_rank` + `ts_headline`)
+- [x] Notes UI: modal with list/detail views, folder sidebar, Markdown editor
+- [ ] Team-scoped notes (awaits 0.8.0 teams)
 
 **Conversation Forking UI**
-- [ ] Edit-and-resubmit creates siblings (tree structure from 0.6.0 schema)
-- [ ] Branch indicator ← 1/2 → at fork points
-- [ ] Context assembly follows active path
+- [x] Edit-and-resubmit creates siblings (tree structure)
+- [x] Branch indicator ← 1/2 → at fork points
+- [x] Context assembly follows active path
 
 ## 0.9.x — Context Management
 
@@ -228,7 +237,7 @@ Usability before compaction exists — long conversations shouldn't silently fai
 
 ## 0.10.0 — Web Search + URL Fetch
 
-First real external tools, built on 0.9.0 framework.
+First external tools, using the tool framework shipped in 0.7.x.
 
 - [ ] `web_search` tool: search provider abstraction (DuckDuckGo, SearXNG, Brave)
 - [ ] `url_fetch` tool: retrieve and extract content from URLs
@@ -268,14 +277,14 @@ storage, metadata and search indexes live in PostgreSQL.
 - [ ] Paste-to-upload (clipboard image support)
 
 *Note: media generation (image gen, video models) is a separate concern —
-those are tool-use actions that depend on the tool framework (0.9.0) and
+those are tool-use actions that depend on the tool framework and
 produce attachments as output. Tracked under Future.*
 
 ---
 
 ## 0.12.0 — @mention Routing + Multi-model
 
-The channel schema exists from 0.6.0. This phase adds the routing logic.
+The channel schema already supports multiple models. This phase adds the routing logic.
 
 - [ ] @mention parsing in messages (users and AI models)
 - [ ] Resolve mentions against `channel_models`
@@ -292,7 +301,7 @@ The channel schema exists from 0.6.0. This phase adds the routing logic.
 - [ ] `knowledge_bases` table: name, description, team_id (nullable), created_by
 - [ ] KB document storage via 0.11.0 storage backend (same S3/PVC abstraction)
 - [ ] KB CRUD endpoints + admin UI
-- [ ] `kb_search` tool (built on 0.9.0 tool framework)
+- [ ] `kb_search` tool (uses existing tool framework)
 - [ ] Context injection in completion flow
 - [ ] Notes get embedded too (once pipeline exists)
 - [ ] Team admins manage team KBs (permission layer from 0.8.0)
@@ -391,7 +400,7 @@ could pull left based on need.
 
 ## Extension / Plugin Architecture
 
-**Deferred to post-1.0.** The tool execution framework (0.9.0) provides the
+**Deferred to post-1.0.** The tool execution framework (0.7.x) provides the
 internal hook points. A formal plugin API, manifest format, and marketplace
 are tracked in the dedicated design documents: