Changeset 0.15.0 (#71)

docs/CHANGES-0.15.0-phase1.md

@@ -0,0 +1,93 @@
+# v0.15.0 Phase 1 — Changeset Notes
+
+## Files included in this zip (new or fully replaced)
+
+```
+server/treepath/path.go          NEW — PathMessage, GetActivePath, etc.
+server/treepath/summary.go       NEW — IsSummaryMessage, FindSummaryBoundary
+server/treepath/cursor.go        NEW — UpdateCursor, NextSiblingIndex
+server/treepath/siblings.go      NEW — GetSiblingCount, GetSiblings, FindLeafFromMessage
+server/compaction/compaction.go  NEW — Service, Compact, CheckRateLimit
+server/handlers/tree.go          REPLACED — thin wrappers delegating to treepath
+server/handlers/summarize.go     REPLACED — thin HTTP wrapper using compaction.Service
+src/js/settings-handlers.js      REPLACED — bug fixes for display name + role config
+```
+
+## Surgical edits needed in existing files
+
+### 1. `server/handlers/completion.go`
+
+**Delete** the `isSummaryMessage` function (lines ~832–841). It is now
+defined in `treepath/summary.go` and aliased in `handlers/tree.go`.
+Without this deletion, the build fails with a duplicate function error.
+
+```go
+// DELETE this entire function from completion.go:
+
+// isSummaryMessage checks if a PathMessage has summary metadata.
+func isSummaryMessage(m *PathMessage) bool {
+	if m.Metadata == nil {
+		return false
+	}
+	var meta map[string]interface{}
+	if err := json.Unmarshal(*m.Metadata, &meta); err != nil {
+		return false
+	}
+	return meta["type"] == "summary"
+}
+```
+
+No other changes needed in completion.go — the `isSummaryMessage` calls
+throughout the file now resolve via the alias in `handlers/tree.go`.
+
+### 2. `server/main.go`
+
+**Change** the summarize handler wiring (~line 252). Old constructor
+takes `(stores, roleResolver)`, new one takes `(*compaction.Service)`.
+
+```go
+// ── BEFORE ──
+// Summarize & Continue
+summarize := handlers.NewSummarizeHandler(stores, roleResolver)
+protected.POST("/channels/:id/summarize", summarize.Summarize)
+
+// ── AFTER ──
+// Compaction service (shared by manual summarize handler + future auto-scanner)
+compactionSvc := compaction.NewService(stores, roleResolver)
+
+// Summarize & Continue (manual compaction via HTTP)
+summarize := handlers.NewSummarizeHandler(compactionSvc)
+protected.POST("/channels/:id/summarize", summarize.Summarize)
+```
+
+**Add import** at top of main.go:
+```go
+"git.gobha.me/xcaliber/chat-switchboard/compaction"
+```
+
+## Bug fixes included
+
+### Display Name not saved or used
+
+`handleSaveSettings()` now also saves `display_name` and `email` via
+`API.updateProfile()`. Updates `API.user` and calls `UI.updateUser()` so
+the sidebar reflects the change immediately.
+
+### User utility model role not displayed after save
+
+`_initUserRolePrimitive()` → `fetchModels` callback now calls the
+global `fetchModels()` (which refreshes `App.models` from the server)
+before returning the model list. This ensures recently added personal
+provider models appear in the role config dropdown after tab switch or
+save-refresh.
+
+## Verification
+
+After applying all changes:
+
+1. `cd server && go build .` — should compile cleanly
+2. Existing integration tests should pass (no behavior change)
+3. Manual test: Settings → Profile → change display name → Save → verify
+   sidebar updates and value persists on reload
+4. Manual test: Settings → Model Roles → pick personal provider + model →
+   Save → verify dropdown shows saved values after refresh