Changeset 0.10.2 (#58)

ROADMAP.md

@@ -23,7 +23,7 @@ v0.9.4  API Key Encryption + Vault
           │
 v0.10.0 Model Roles (utility + embedding) + Usage Tracking
           │
-v0.10.1 Summarize & Continue (first utility role consumer)
+v0.10.2 Summarize & Continue (first utility role consumer)
           │
   ┌───────┴──────────────┐
   │                      │
@@ -404,16 +404,56 @@ Three tracks of infrastructure that everything downstream depends on.
 
 ---
 
-## v0.10.1 — Summarize & Continue
+## ✅ v0.10.1 — Polish + UX
+
+Spit and polish release: admin system prompt injection, team management modal
+extraction, persona tab, side panel enhancements, code download, and critical
+OpenAI streaming usage race fix.
+
+- [x] Admin system prompt (global, injected before user/preset prompts)
+- [x] Personas tab (moved from Models, policy-gated)
+- [x] Team Management modal (extracted from Settings, tabbed, multi-team picker)
+- [x] Preview pane: clear button, fullscreen toggle, resizable
+- [x] Code block: download button (infers extension from language tag)
+- [x] Personal Usage scoped to BYOK only
+- [x] OpenAI streaming usage race fix (deferred Done event until usage chunk)
+- [x] Usage logging zero-token guard removal
+
+---
+
+## v0.10.2 — Summarize & Continue + Role Cleanup
 
 First consumer of the utility model role. User-triggered conversation
 compaction — not automatic (that's v0.15.0).
 
-- [ ] "Summarize and continue" button (appears alongside context length warning)
-- [ ] Calls utility role to summarize conversation history
-- [ ] Summary inserted as system message, earlier messages hidden from context
-- [ ] Original messages preserved in DB (viewable via "show full history" toggle)
-- [ ] Respects team-level role overrides for utility model selection
+Depends on: utility model role (v0.10.0).
+
+**Summarize & Continue**
+- [x] "Summarize and continue" button in context warning bar (≥75% context)
+- [x] `POST /channels/:id/summarize` — calls utility role with conversation history
+- [x] Summary inserted as tree node with `metadata.type = "summary"` + boundary metadata
+- [x] `loadConversation` recognizes summary boundaries: replaces pre-summary messages with summary system message
+- [x] Multiple summaries stack (re-summarize after context fills again)
+- [x] Fork-aware: summary is a tree node, branches have independent boundaries
+- [x] Original messages preserved: "show full history" toggle reveals collapsed messages
+- [x] Usage logged against utility role with cost tracking
+
+**BYOK Role Overrides**
+- [x] Personal role resolution chain: personal → team → global
+- [x] User Settings → Model Roles tab (BYOK providers only)
+- [x] Stored in `user.settings` JSONB (`model_roles` key, same shape as team overrides)
+- [x] Only utility and embedding roles (generation removed)
+
+**Generation Role Removal**
+- [x] `RoleGeneration` removed from `ValidRoles` (was "generation" for image/media)
+- [x] Removed from admin Roles tab UI
+- [x] Image gen will be extension-managed (v0.11.0), not a role slot
+
+**Utility Rate Limiting**
+- [x] `utility_rate_limit` global setting (default: 20 calls/hour/user, 0 = unlimited)
+- [x] Check against `usage_log` before executing org-funded utility calls
+- [x] BYOK calls exempt (user's own key, user's own cost)
+- [x] 429 response with clear message when exceeded
 
 ---
 
@@ -681,6 +721,15 @@ based on need.
 - GDPR-style "download my data"
 - Backup/restore CronJob manifests
 
+**UX / Multi-Seat**
+- Per-chat model/preset persistence (server-side). Currently a localStorage
+  bandaid (v0.10.2) that doesn't roam across devices. Proper fix: store
+  `last_selector_id` in `channels.settings` JSONB on each send. On chat
+  selection, resolve from `channel.settings.last_selector_id` → match against
+  available models/presets → fall back to `channel.model` → global default.
+  Eliminates device-local state entirely. Needs `updateChannel` PATCH on
+  completion success (single extra column merge, no migration).
+
 **Platform**
 - Rate limiting per user/team/tier (token budgets)
 - Provider health monitoring + key rotation