Changeset 0.10.2 (#58)

src/css/styles.css

@@ -829,6 +829,40 @@ a:hover { text-decoration: underline; }
 .context-warning-text { flex: 1; }
 .context-warning-dismiss { background: none; border: none; color: var(--text-3); cursor: pointer; padding: 0 2px; font-size: 0.85rem; }
 .context-warning-dismiss:hover { color: var(--text-1); }
+.context-warning-action {
+    flex-shrink: 0; padding: 3px 10px; border-radius: 6px; border: 1px solid var(--border);
+    background: var(--bg-surface); color: var(--text-1); cursor: pointer;
+    font-size: 0.75rem; white-space: nowrap; transition: all var(--transition);
+}
+.context-warning-action:hover { background: var(--accent); color: #fff; border-color: var(--accent); }
+.context-warning-action:disabled { opacity: 0.5; cursor: not-allowed; }
+.context-warning-action:disabled:hover { background: var(--bg-surface); color: var(--text-1); border-color: var(--border); }
+/* Summary message node */
+.message-summary {
+    border: 1px dashed color-mix(in srgb, var(--accent) 40%, transparent);
+    border-radius: 8px; padding: 10px 14px; margin: 4px 0;
+    background: color-mix(in srgb, var(--accent) 6%, transparent);
+    font-size: 0.85rem; position: relative;
+}
+.message-summary .summary-header {
+    display: flex; align-items: center; gap: 6px; margin-bottom: 6px;
+    font-size: 0.75rem; color: var(--text-3); font-weight: 500;
+}
+.message-summary .summary-toggle {
+    background: none; border: none; color: var(--accent); cursor: pointer;
+    font-size: 0.75rem; padding: 0; text-decoration: underline;
+}
+.message-summary .summary-toggle:hover { color: var(--text-1); }
+.msg-dimmed { opacity: 0.5; }
+.message-summary-divider {
+    text-align: center; padding: 8px 0; margin: 4px 0;
+}
+.message-summary-divider .summary-toggle {
+    background: none; border: none; color: var(--text-3); cursor: pointer;
+    font-size: 0.78rem; padding: 4px 12px; border-radius: 4px;
+    transition: all var(--transition);
+}
+.message-summary-divider .summary-toggle:hover { color: var(--accent); background: color-mix(in srgb, var(--accent) 8%, transparent); }
 .input-wrap {
     max-width: 768px; margin: 0 auto;
     background: var(--bg-surface); border: 1px solid var(--border);

src/index.html

@@ -144,6 +144,7 @@
             <div class="context-warning" id="contextWarning" style="display:none">
                 <span class="context-warning-icon">⚠️</span>
                 <span class="context-warning-text" id="contextWarningText"></span>
+                <button class="context-warning-action" id="summarizeBtn" onclick="summarizeAndContinue()" title="Summarize conversation and continue with reduced context" style="display:none">📝 Summarize & Continue</button>
                 <button class="context-warning-dismiss" onclick="dismissContextWarning()" title="Dismiss">✕</button>
             </div>
             <div class="input-wrap">
@@ -336,6 +337,7 @@
             <button class="settings-tab" data-stab="models" onclick="UI.switchSettingsTab('models')">Models</button>
             <button class="settings-tab" data-stab="personas" onclick="UI.switchSettingsTab('personas')" id="settingsPersonasTabBtn">Personas</button>
             <button class="settings-tab" data-stab="usage" onclick="UI.switchSettingsTab('usage')" id="settingsUsageTabBtn">Usage</button>
+            <button class="settings-tab" data-stab="roles" onclick="UI.switchSettingsTab('roles')" id="settingsRolesTabBtn">Model Roles</button>
         </div>
         <div class="modal-body">
             <!-- General Tab -->
@@ -458,6 +460,17 @@
                     <div id="myUsageResults"></div>
                 </section>
             </div>
+            <!-- Model Roles Tab (BYOK users — personal role overrides) -->
+            <div class="settings-tab-content" id="settingsRolesTab" style="display:none">
+                <section class="settings-section">
+                    <h3 style="font-size:14px;margin-bottom:4px">Personal Model Roles</h3>
+                    <p class="section-hint" style="margin-bottom:8px">Override the org's default utility and embedding models with your own providers. Uses your personal API keys — no org cost.</p>
+                    <div id="userRolesConfig"></div>
+                </section>
+                <div id="userRolesDisabled" class="settings-notice" style="display:none">
+                    <span>ℹ️</span> Add a personal provider first to configure role overrides.
+                </div>
+            </div>
         </div>
         <div class="modal-footer"><button class="btn-primary" id="settingsSaveBtn">Save Settings</button></div>
     </div>

src/js/__tests__/auth-resilience.test.js

@@ -0,0 +1,243 @@
+// ==========================================
+// Auth Resilience Tests
+// ==========================================
+// Validates that auth failure during startup
+// results in a redirect to login, NOT a broken
+// main UI with 401 errors everywhere.
+//
+// Bug: Profile returned 200 (token on edge of
+// expiry), startApp() proceeded, then every
+// subsequent call 401'd. User saw broken UI
+// instead of login screen.
+//
+// Run: node --test src/js/__tests__/auth-resilience.test.js
+// ==========================================
+
+const { describe, it } = require('node:test');
+const assert = require('node:assert/strict');
+
+// ── Auth state model ────────────────────────
+
+describe('Auth state transitions', () => {
+
+    // Simulates the API client's auth lifecycle
+    function makeAuthState() {
+        return {
+            accessToken: null,
+            refreshToken: null,
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; this.refreshToken = null; },
+            setTokens(access, refresh) { this.accessToken = access; this.refreshToken = refresh; },
+        };
+    }
+
+    it('isAuthed reflects token presence', () => {
+        const auth = makeAuthState();
+        assert.equal(auth.isAuthed, false);
+        auth.setTokens('tok_access', 'tok_refresh');
+        assert.equal(auth.isAuthed, true);
+    });
+
+    it('clearTokens makes isAuthed false', () => {
+        const auth = makeAuthState();
+        auth.setTokens('tok_access', 'tok_refresh');
+        assert.equal(auth.isAuthed, true);
+        auth.clearTokens();
+        assert.equal(auth.isAuthed, false);
+    });
+
+    it('expired token string is still truthy (the edge case)', () => {
+        const auth = makeAuthState();
+        // An expired JWT is still a non-empty string — isAuthed returns true
+        // This is BY DESIGN: the server validates, not the client
+        const expiredJWT = 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJleHAiOjB9.fake';
+        auth.setTokens(expiredJWT, 'tok_refresh');
+        assert.equal(auth.isAuthed, true, 'expired JWT is still truthy');
+    });
+});
+
+// ── Startup auth guard ──────────────────────
+
+describe('startApp auth guard', () => {
+
+    // This models the critical startup sequence:
+    //   init():
+    //     if (isAuthed) → getProfile() → if ok → startApp()
+    //   startApp():
+    //     loadSettings() → loadChats() → fetchModels()
+    //     *** AUTH GUARD CHECK HERE ***
+    //     if (!isAuthed) → showSplash, return
+    //     else → render UI
+
+    it('proceeds when auth is valid throughout startup', () => {
+        let splashShown = false;
+        let uiRendered = false;
+
+        const auth = { isAuthed: true };
+        // Simulate: loadChats succeeds, auth stays valid
+        const loadChats = () => { /* no 401 */ };
+        const fetchModels = () => { /* no 401 */ };
+
+        // startApp logic
+        loadChats();
+        fetchModels();
+        if (!auth.isAuthed) {
+            splashShown = true;
+        } else {
+            uiRendered = true;
+        }
+
+        assert.equal(uiRendered, true, 'UI should render when auth is valid');
+        assert.equal(splashShown, false);
+    });
+
+    it('returns to login when auth is lost during startup', () => {
+        let splashShown = false;
+        let uiRendered = false;
+
+        const auth = {
+            accessToken: 'tok',
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; },
+        };
+
+        // Simulate: loadChats gets 401, refresh fails, clearTokens called
+        const loadChats = () => {
+            // _authed → 401 → refresh() → fails → clearTokens()
+            auth.clearTokens();
+        };
+        const fetchModels = () => { /* also 401 but tokens already cleared */ };
+
+        loadChats();
+        fetchModels();
+
+        // THE FIX: guard check after critical loads
+        if (!auth.isAuthed) {
+            splashShown = true;
+        } else {
+            uiRendered = true;
+        }
+
+        assert.equal(splashShown, true, 'must return to login when auth lost');
+        assert.equal(uiRendered, false, 'must NOT render UI when auth lost');
+    });
+
+    it('detects auth loss even when only one call triggers it', () => {
+        const auth = {
+            accessToken: 'tok',
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; },
+        };
+
+        let splashShown = false;
+
+        // loadSettings succeeds (token barely valid)
+        // loadChats triggers 401 → clearTokens
+        const loadSettings = () => { /* ok */ };
+        const loadChats = () => { auth.clearTokens(); };
+        const fetchModels = () => { /* tokens already gone, silently fails */ };
+
+        loadSettings();
+        loadChats();
+        fetchModels();
+
+        if (!auth.isAuthed) splashShown = true;
+
+        assert.equal(splashShown, true, 'single 401 during startup must trigger login redirect');
+    });
+});
+
+// ── 401 retry + refresh behavior ─────────────
+
+describe('401 retry with refresh', () => {
+
+    it('successful refresh preserves auth', () => {
+        const auth = {
+            accessToken: 'expired',
+            refreshToken: 'valid_refresh',
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; this.refreshToken = null; },
+            refresh() {
+                // Simulate successful refresh
+                this.accessToken = 'new_valid_token';
+                return true;
+            },
+        };
+
+        // _authed: first call 401, refresh succeeds, retry succeeds
+        const result401 = { status: 401 };
+        if (result401.status === 401 && auth.refreshToken) {
+            auth.refresh();
+        }
+
+        assert.equal(auth.isAuthed, true, 'auth preserved after successful refresh');
+        assert.equal(auth.accessToken, 'new_valid_token');
+    });
+
+    it('failed refresh clears auth', () => {
+        const auth = {
+            accessToken: 'expired',
+            refreshToken: 'also_expired',
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; this.refreshToken = null; },
+            refresh() {
+                // Simulate failed refresh (401 on refresh endpoint)
+                this.clearTokens();
+                return false;
+            },
+        };
+
+        const result401 = { status: 401 };
+        if (result401.status === 401 && auth.refreshToken) {
+            auth.refresh();
+        }
+
+        assert.equal(auth.isAuthed, false, 'auth cleared after failed refresh');
+    });
+});
+
+// ── Init flow: profile check ─────────────────
+
+describe('init() profile gate', () => {
+
+    it('clears tokens when profile returns 401', () => {
+        const auth = {
+            accessToken: 'expired',
+            refreshToken: 'expired_too',
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; this.refreshToken = null; },
+        };
+
+        // Simulate getProfile throwing (as _authed does after failed refresh)
+        const profileFailed = true;
+        if (profileFailed) auth.clearTokens();
+
+        assert.equal(auth.isAuthed, false, 'tokens cleared on profile failure');
+    });
+
+    it('profile success + subsequent 401 = the edge case bug', () => {
+        // This is the exact scenario from the bug report:
+        // 1. Profile returns 200 (token barely valid, 5ms)
+        // 2. init() proceeds to startApp()
+        // 3. loadChats() returns 401 (token expired in the 200ms gap)
+        // 4. Without the guard, user sees broken UI
+
+        const auth = {
+            accessToken: 'barely_valid',
+            get isAuthed() { return !!this.accessToken; },
+            clearTokens() { this.accessToken = null; },
+        };
+
+        // Profile succeeds (token still valid)
+        const profileOk = true;
+        assert.equal(profileOk, true);
+        assert.equal(auth.isAuthed, true, 'auth valid after profile');
+
+        // startApp: loadChats fails, clears tokens
+        auth.clearTokens();
+
+        // THE GUARD: must catch this
+        assert.equal(auth.isAuthed, false, 'auth gone after loadChats 401');
+        // Without guard: UI renders. With guard: splash shown.
+    });
+});

src/js/api.js

@@ -27,6 +27,8 @@ const API = {
                 this.accessToken = saved.accessToken || null;
                 this.refreshToken = saved.refreshToken || null;
                 this.user = saved.user || null;
+                // Unknown age — refresh soon to get a fresh token
+                if (this.refreshToken) this._scheduleRefresh(60);
             }
         } catch (e) { /* corrupt storage */ }
     },
@@ -44,6 +46,7 @@ const API = {
         this.refreshToken = null;
         this.user = null;
         localStorage.removeItem(_storageKey);
+        if (this._refreshTimer) { clearTimeout(this._refreshTimer); this._refreshTimer = null; }
     },
 
     get isAuthed() { return !!this.accessToken; },
@@ -116,6 +119,20 @@ const API = {
         this.refreshToken = data.refresh_token;
         this.user = data.user;
         this.saveTokens();
+        this._scheduleRefresh(data.expires_in || 900);
+    },
+
+    _refreshTimer: null,
+
+    _scheduleRefresh(expiresIn) {
+        if (this._refreshTimer) clearTimeout(this._refreshTimer);
+        // Refresh at 80% of expiry (e.g., 12min for 15min token)
+        const ms = Math.max((expiresIn * 0.8) * 1000, 30000);
+        this._refreshTimer = setTimeout(async () => {
+            if (!this.refreshToken) return;
+            console.debug('🔄 Proactive token refresh');
+            await this.refresh();
+        }, ms);
     },
 
     // ── Channels ──────────────────────────────
@@ -202,6 +219,11 @@ const API = {
         return this._get(`/api/v1/channels/${channelId}/messages/${messageId}/siblings`);
     },
 
+    // ── Summarize & Continue ────────────────
+    summarizeChannel(channelId) {
+        return this._post(`/api/v1/channels/${channelId}/summarize`, {});
+    },
+
     // ── Completions ──────────────────────────
 
     async streamCompletion(channelId, content, model, signal, apiConfigId, presetId) {

src/js/app.js

@@ -108,6 +108,7 @@ function updateInputTokens() {
 function updateContextWarning() {
     const warning = document.getElementById('contextWarning');
     const text = document.getElementById('contextWarningText');
+    const summarizeBtn = document.getElementById('summarizeBtn');
     if (!warning || !text) return;
 
     const budget = Tokens.getContextBudget();
@@ -125,10 +126,16 @@ function updateContextWarning() {
     const convTokens = Tokens.estimateConversation(chat.messages, App.settings.systemPrompt);
     const pct = convTokens / budget.maxContext;
 
+    // Show summarize button at ≥75% context usage (if enough messages)
+    const showSummarize = pct >= 0.75 && chat.messages.length >= 4;
+    if (summarizeBtn) {
+        summarizeBtn.style.display = showSummarize ? 'inline-block' : 'none';
+    }
+
     if (pct >= 0.9 && !Tokens._warningDismissed) {
         warning.style.display = 'flex';
         warning.className = 'context-warning danger';
-        text.textContent = `This conversation is using ~${Math.round(pct * 100)}% of the model's context window (~${Tokens.format(convTokens)} / ${Tokens.format(budget.maxContext)} tokens). Responses may lose earlier context. Consider starting a new chat.`;
+        text.textContent = `This conversation is using ~${Math.round(pct * 100)}% of the model's context window (~${Tokens.format(convTokens)} / ${Tokens.format(budget.maxContext)} tokens). Responses may lose earlier context.`;
     } else if (pct >= 0.75 && !Tokens._warningDismissed) {
         warning.style.display = 'flex';
         warning.className = 'context-warning';
@@ -144,6 +151,54 @@ function dismissContextWarning() {
     if (el) el.style.display = 'none';
 }
 
+// ── Summarize & Continue ──────────────────
+
+async function summarizeAndContinue() {
+    const channelId = App.currentChatId;
+    if (!channelId) return;
+
+    const btn = document.getElementById('summarizeBtn');
+    if (btn) {
+        btn.disabled = true;
+        btn.textContent = '⏳ Summarizing…';
+    }
+
+    try {
+        const result = await API.summarizeChannel(channelId);
+        UI.toast(`Conversation summarized (${result.summarized_count} messages)`, 'success');
+
+        // Reload the active path to get the updated message tree
+        const resp = await API.getActivePath(channelId);
+        const chat = App.chats.find(c => c.id === channelId);
+        if (chat && resp) {
+            chat.messages = (resp.path || []).map(m => ({
+                id: m.id,
+                parent_id: m.parent_id || null,
+                role: m.role,
+                content: m.content,
+                model: m.model || '',
+                modelName: '',
+                timestamp: m.created_at,
+                tool_calls: m.tool_calls || null,
+                metadata: m.metadata || null,
+                siblingCount: m.sibling_count || 1,
+                siblingIndex: m.sibling_index || 0,
+            }));
+            UI.renderMessages(chat.messages);
+            updateContextWarning();
+            updateInputTokens();
+        }
+    } catch (err) {
+        console.error('Summarize failed:', err);
+        UI.toast(err.message || 'Summarization failed', 'error');
+    } finally {
+        if (btn) {
+            btn.disabled = false;
+            btn.textContent = '📝 Summarize & Continue';
+        }
+    }
+}
+
 
 async function init() {
     console.log('🔀 Chat Switchboard initializing...');
@@ -201,6 +256,15 @@ async function startApp() {
     await loadSettings();
     await loadChats();
     await fetchModels();
+
+    // Guard: if token was invalidated during startup (401 → refresh fail → clearTokens),
+    // kick back to login instead of rendering a broken UI.
+    if (!API.isAuthed) {
+        console.warn('⚠️ Auth lost during startup, returning to login');
+        showSplash(null);
+        return;
+    }
+
     await initBanners();
     UI.renderChatList();
     UI.updateModelSelector();
@@ -385,6 +449,7 @@ async function selectChat(chatId) {
                 modelName: '',
                 timestamp: m.created_at,
                 tool_calls: m.tool_calls || null,
+                metadata: m.metadata || null,
                 siblingCount: m.sibling_count || 1,
                 siblingIndex: m.sibling_index || 0,
             }));
@@ -394,6 +459,9 @@ async function selectChat(chatId) {
         }
     }
 
+    // Restore the last-used model/preset for this chat
+    _restoreChatModel(chatId, chat);
+
     UI.renderMessages(chat.messages);
     UI.showRegenerate(chat.messages.some(m => m.role === 'assistant'));
     Tokens._warningDismissed = false;
@@ -401,6 +469,66 @@ async function selectChat(chatId) {
     updateInputTokens();
 }
 
+// ── Per-Chat Model/Preset Persistence ────────
+// BANDAID: localStorage — doesn't roam across devices.
+// TODO: move to channel.settings.last_selector_id (server-side). See ROADMAP TBD.
+
+function _saveChatModel(chatId) {
+    if (!chatId) return;
+    const selectorId = UI.getModelValue();
+    if (!selectorId) return;
+    try {
+        const map = JSON.parse(localStorage.getItem('cs-chat-models') || '{}');
+        map[chatId] = selectorId;
+        localStorage.setItem('cs-chat-models', JSON.stringify(map));
+    } catch (e) { /* quota exceeded, etc */ }
+}
+
+function _restoreChatModel(chatId, chat) {
+    // Priority: stored selector ID → channel base model → keep current
+    let targetId = null;
+
+    // 1. Check localStorage for exact selector ID (handles presets)
+    try {
+        const map = JSON.parse(localStorage.getItem('cs-chat-models') || '{}');
+        if (map[chatId]) targetId = map[chatId];
+    } catch (e) { /* */ }
+
+    // 2. Verify the stored ID still exists in available models
+    if (targetId) {
+        const found = App.models.find(m => m.id === targetId);
+        if (found) {
+            UI.setModelValue(found.id, found.name + (found.provider ? ` (${found.provider})` : ''));
+            return;
+        }
+        // Stored model removed — clean up stale entry
+        try {
+            const map = JSON.parse(localStorage.getItem('cs-chat-models') || '{}');
+            delete map[chatId];
+            localStorage.setItem('cs-chat-models', JSON.stringify(map));
+        } catch (e) { /* */ }
+    }
+
+    // 3. Fall back to channel's base model ID (match by baseModelId)
+    if (chat?.model) {
+        const match = App.models.find(m => m.baseModelId === chat.model && !m.isPreset && !m.hidden);
+        if (match) {
+            UI.setModelValue(match.id, match.name + (match.provider ? ` (${match.provider})` : ''));
+            return;
+        }
+    }
+
+    // 4. Stored model gone — fall back to admin default → first visible
+    const visible = App.models.filter(m => !m.hidden);
+    const def = App.defaultModel
+        ? visible.find(m => m.id === App.defaultModel || m.baseModelId === App.defaultModel)
+        : null;
+    const fallback = def || visible[0];
+    if (fallback) {
+        UI.setModelValue(fallback.id, fallback.name + (fallback.provider ? ` (${fallback.provider})` : ''));
+    }
+}
+
 async function newChat() {
     App.currentChatId = null;
     UI.renderChatList();
@@ -422,6 +550,12 @@ async function deleteChat(chatId) {
     try {
         await API.deleteChannel(chatId);
         App.chats = App.chats.filter(c => c.id !== chatId);
+        // Clean up stored model preference
+        try {
+            const map = JSON.parse(localStorage.getItem('cs-chat-models') || '{}');
+            delete map[chatId];
+            localStorage.setItem('cs-chat-models', JSON.stringify(map));
+        } catch (e) { /* */ }
         if (App.currentChatId === chatId) { clearPreview(); newChat(); }
         UI.renderChatList();
     } catch (e) { UI.toast('Failed to delete: ' + e.message, 'error'); }
@@ -472,6 +606,9 @@ async function sendMessage() {
         // Reload active path from server to get proper IDs and sibling metadata
         await reloadActivePath();
         UI.showRegenerate(true);
+
+        // Persist the model/preset selection for this chat
+        _saveChatModel(App.currentChatId);
     } catch (e) {
         if (e.name === 'AbortError') {
             UI.toast('Generation stopped', 'warning');
@@ -518,6 +655,7 @@ async function reloadActivePath() {
             modelName: '',
             timestamp: m.created_at,
             tool_calls: m.tool_calls || null,
+            metadata: m.metadata || null,
             siblingCount: m.sibling_count || 1,
             siblingIndex: m.sibling_index || 0,
         }));
@@ -701,6 +839,8 @@ async function switchSibling(messageId, direction) {
                 model: m.model || '',
                 modelName: '',
                 timestamp: m.created_at,
+                tool_calls: m.tool_calls || null,
+                metadata: m.metadata || null,
                 siblingCount: m.sibling_count || 1,
                 siblingIndex: m.sibling_index || 0,
             }));
@@ -2277,6 +2417,65 @@ var _notesSelectMode = false;
 var _selectedNoteIds = new Set();
 var _notesSort = 'updated_desc';
 
+// ── User Model Role Functions ─────────────────
+
+async function userRoleProviderChanged(role) {
+    const provSel = document.getElementById(`userRole-${role}-provider`);
+    const modelSel = document.getElementById(`userRole-${role}-model`);
+    if (!provSel || !modelSel) return;
+
+    const providerId = provSel.value;
+    modelSel.innerHTML = '<option value="">— select model —</option>';
+    if (!providerId) return;
+
+    // Load models for the selected provider (App.models uses configId, not provider_config_id)
+    const allModels = App.models || [];
+    const provModels = allModels.filter(m => m.configId === providerId);
+    provModels.forEach(m => {
+        modelSel.innerHTML += `<option value="${m.baseModelId}">${esc(m.name || m.baseModelId)}</option>`;
+    });
+}
+
+async function saveUserRole(role) {
+    const provSel = document.getElementById(`userRole-${role}-provider`);
+    const modelSel = document.getElementById(`userRole-${role}-model`);
+    if (!provSel || !modelSel) return;
+
+    const providerId = provSel.value;
+    const modelId = modelSel.value;
+
+    if (!providerId || !modelId) {
+        UI.toast('Select both a provider and model', 'warning');
+        return;
+    }
+
+    try {
+        const settings = await API.getSettings();
+        const roles = settings.model_roles || {};
+        roles[role] = { primary: { provider_config_id: providerId, model_id: modelId } };
+        await API.updateSettings({ model_roles: roles });
+        UI.toast(`${role} role override saved`, 'success');
+        UI.loadUserRoles();
+    } catch (e) {
+        UI.toast(e.message || 'Failed to save role', 'error');
+    }
+}
+
+async function clearUserRole(role) {
+    try {
+        const settings = await API.getSettings();
+        const roles = settings.model_roles || {};
+        delete roles[role];
+        await API.updateSettings({ model_roles: Object.keys(roles).length > 0 ? roles : null });
+        UI.toast(`${role} role override removed — using org default`, 'success');
+        UI.loadUserRoles();
+    } catch (e) {
+        UI.toast(e.message || 'Failed to clear role', 'error');
+    }
+}
+
+// ── Notes ─────────────────────────────────────
+
 async function openNotes() {
     openSidePanel('notes');
     _exitSelectMode();

src/js/ui.js

@@ -164,6 +164,26 @@ function renderPresetForm(containerEl, options = {}) {
     return form;
 }
 
+// ── Summary Message Helpers ─────────────────
+
+function _isSummaryMessage(msg) {
+    if (!msg.metadata) return false;
+    const meta = typeof msg.metadata === 'string' ? JSON.parse(msg.metadata) : msg.metadata;
+    return meta?.type === 'summary';
+}
+
+function toggleSummarizedHistory() {
+    const el = document.getElementById('summarizedHistory');
+    const btn = document.querySelector('.message-summary-divider .summary-toggle');
+    if (!el) return;
+    const show = el.style.display === 'none';
+    el.style.display = show ? 'block' : 'none';
+    if (btn) {
+        const count = el.querySelectorAll('.message').length;
+        btn.textContent = show ? `▾ Hide ${count} earlier messages` : `▸ ${count} earlier messages summarized`;
+    }
+}
+
 const UI = {
 
     // ── Sidebar ──────────────────────────────
@@ -271,15 +291,64 @@ const UI = {
             return;
         }
 
-        el.innerHTML = messages
-            .filter(m => m.role !== 'system')
-            .map((m, i) => this._messageHTML(m, i))
-            .join('');
+        // Find the most recent summary boundary
+        let summaryIdx = -1;
+        for (let i = 0; i < messages.length; i++) {
+            if (_isSummaryMessage(messages[i])) summaryIdx = i;
+        }
+
+        // Render: if summary exists, show collapsed-history toggle + summary + messages after
+        let html = '';
+        if (summaryIdx >= 0) {
+            const hiddenCount = messages.filter((m, i) => i < summaryIdx && m.role !== 'system').length;
+            if (hiddenCount > 0) {
+                html += `<div class="message-summary-divider" id="summaryDivider">
+                    <button class="summary-toggle" onclick="toggleSummarizedHistory()">
+                        ▸ ${hiddenCount} earlier messages summarized
+                    </button>
+                </div>
+                <div id="summarizedHistory" style="display:none">
+                    ${messages.slice(0, summaryIdx)
+                        .filter(m => m.role !== 'system')
+                        .map((m, i) => this._messageHTML(m, i, true))
+                        .join('')}
+                </div>`;
+            }
+            // Render summary node
+            html += this._summaryHTML(messages[summaryIdx]);
+            // Render messages after summary
+            html += messages.slice(summaryIdx + 1)
+                .filter(m => m.role !== 'system' && !_isSummaryMessage(m))
+                .map((m, i) => this._messageHTML(m, summaryIdx + 1 + i))
+                .join('');
+        } else {
+            html = messages
+                .filter(m => m.role !== 'system')
+                .map((m, i) => this._messageHTML(m, i))
+                .join('');
+        }
+
+        el.innerHTML = html;
         this._scrollToBottom(true);
     },
 
-    _messageHTML(msg, index) {
+    _summaryHTML(msg) {
+        const meta = msg.metadata || {};
+        const count = meta.summarized_count || '?';
+        const model = meta.utility_model || 'utility model';
+        return `
+            <div class="message-summary" data-msg-id="${esc(msg.id || '')}">
+                <div class="summary-header">
+                    <span>📝 Conversation summary (${count} messages, by ${esc(model)})</span>
+                </div>
+                <div class="msg-text">${formatMessage(msg.content)}</div>
+            </div>`;
+    },
+
+    _messageHTML(msg, index, dimmed) {
         const isUser = msg.role === 'user';
+        // Skip summary messages in normal rendering — they get _summaryHTML
+        if (_isSummaryMessage(msg)) return '';
         const time = msg.timestamp ? new Date(msg.timestamp).toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' }) : '';
         let assistantLabel = 'Assistant';
         if (!isUser) {
@@ -311,7 +380,7 @@ const UI = {
         const regenBtn = !isUser && msgId ? `<button class="msg-action-btn" onclick="regenerateMessage('${msgId}')" title="Regenerate">Regen</button>` : '';
 
         return `
-            <div class="message ${msg.role}" data-msg-id="${msgId}">
+            <div class="message ${msg.role}${dimmed ? ' msg-dimmed' : ''}" data-msg-id="${msgId}">
                 <div class="msg-inner">
                     <div class="msg-avatar">${avatarHTML(msg.role, isUser ? API.user?.avatar : assistantAvatarURI(msg))}</div>
                     <div class="msg-body">
@@ -846,6 +915,7 @@ const UI = {
         if (tab === 'models') UI.loadUserModels();
         if (tab === 'personas') { UI.loadUserPresets(); UI.checkUserPresetsAllowed(); }
         if (tab === 'usage') UI.loadMyUsage();
+        if (tab === 'roles') UI.loadUserRoles();
         if (tab === 'appearance') UI.loadAppearanceSettings();
     },
 
@@ -901,12 +971,14 @@ const UI = {
         const addBtn = document.getElementById('providerShowAddBtn');
         const tabBtn = document.getElementById('settingsProvidersTabBtn');
         const usageTabBtn = document.getElementById('settingsUsageTabBtn');
+        const rolesTabBtn = document.getElementById('settingsRolesTabBtn');
         if (!notice) return;
         const allowed = App.policies?.allow_user_byok === 'true';
         notice.style.display = allowed ? 'none' : '';
         if (addBtn) addBtn.style.display = allowed ? '' : 'none';
         if (tabBtn) tabBtn.style.display = allowed ? '' : 'none';
         if (usageTabBtn) usageTabBtn.style.display = allowed ? '' : 'none';
+        if (rolesTabBtn) rolesTabBtn.style.display = allowed ? '' : 'none';
     },
 
     checkUserPresetsAllowed() {
@@ -1193,6 +1265,71 @@ const UI = {
     _teamAuditPage: 1,
     _teamAuditPerPage: 20,
 
+    // ── User Model Roles (BYOK overrides) ──
+
+    async loadUserRoles() {
+        const el = document.getElementById('userRolesConfig');
+        const notice = document.getElementById('userRolesDisabled');
+        const tabBtn = document.getElementById('settingsRolesTabBtn');
+        if (!el) return;
+
+        // Only show if BYOK is enabled
+        const byokAllowed = App.policies?.allow_user_byok === 'true';
+        if (tabBtn) tabBtn.style.display = byokAllowed ? '' : 'none';
+        if (!byokAllowed) return;
+
+        try {
+            // Get user's personal providers and their models
+            const configs = await API.listConfigs();
+            const configList = configs.configs || configs.data || [];
+            const personalProviders = configList.filter(c => c.scope === 'personal');
+
+            if (personalProviders.length === 0) {
+                el.style.display = 'none';
+                if (notice) notice.style.display = '';
+                return;
+            }
+            el.style.display = '';
+            if (notice) notice.style.display = 'none';
+
+            // Load all models for personal providers
+            const allModels = App.models || [];
+            const personalModels = allModels.filter(m =>
+                personalProviders.some(p => p.id === m.configId)
+            );
+
+            // Load current user settings to get existing role overrides
+            const settings = await API.getSettings();
+            const userRoles = settings.model_roles || {};
+
+            const roleNames = ['utility', 'embedding'];
+            el.innerHTML = roleNames.map(role => {
+                const cfg = userRoles[role] || { primary: null };
+                return `
+                <div class="settings-section" style="margin-bottom:12px">
+                    <h4 style="font-size:13px;margin:0 0 6px;text-transform:capitalize">${role}
+                        <span class="form-hint">${role === 'utility' ? '(summarization, title gen)' : '(future: KB search, note search)'}</span>
+                    </h4>
+                    <div class="form-row" style="gap:8px;align-items:center">
+                        <label style="min-width:60px;font-size:12px">Provider</label>
+                        <select id="userRole-${role}-provider" onchange="userRoleProviderChanged('${role}')" style="min-width:140px;font-size:12px">
+                            <option value="">— use org default —</option>
+                            ${personalProviders.map(p => `<option value="${p.id}" ${cfg.primary?.provider_config_id === p.id ? 'selected' : ''}>${esc(p.name)}</option>`).join('')}
+                        </select>
+                        <select id="userRole-${role}-model" style="min-width:200px;font-size:12px">
+                            <option value="">— select model —</option>
+                            ${cfg.primary ? personalModels.filter(m => m.configId === cfg.primary.provider_config_id).map(m => `<option value="${m.baseModelId}" ${m.baseModelId === cfg.primary.model_id ? 'selected' : ''}>${esc(m.name || m.baseModelId)}</option>`).join('') : ''}
+                        </select>
+                        <button class="btn-small" onclick="saveUserRole('${role}')" style="font-size:11px">Save</button>
+                        ${cfg.primary ? `<button class="btn-small btn-danger" onclick="clearUserRole('${role}')" style="font-size:11px" title="Remove override, use org default">Clear</button>` : ''}
+                    </div>
+                </div>`;
+            }).join('');
+        } catch (e) {
+            el.innerHTML = `<div class="error-hint">${esc(e.message)}</div>`;
+        }
+    },
+
     async loadTeamAuditLog(page) {
         const teamId = UI._managingTeamId;
         if (!teamId) return;
@@ -1478,7 +1615,7 @@ const UI = {
             const models = await API.adminListModels();
             const modelList = models.models || models.data || models || [];
 
-            const roleNames = ['utility', 'embedding', 'generation'];
+            const roleNames = ['utility', 'embedding'];
             el.innerHTML = roleNames.map(role => {
                 const cfg = roles[role] || { primary: null, fallback: null };
                 return `