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Changeset 0.27.0 (#166)

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xcaliber
2026-03-10 16:38:06 +00:00
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@@ -4,6 +4,8 @@
- [ARCHITECTURE.md](ARCHITECTURE.md) — Core services design, store layer, scope model
- [EXTENSIONS.md](EXTENSIONS.md) — Extension system spec (Browser/Starlark/Sidecar tiers,
manifests, browser tool bridge, surfaces/modes, model roles)
- [EXTENSION-SURFACES.md](EXTENSION-SURFACES.md) — Extension surface authoring guide
(manifest format, platform API, CSS properties, install workflow)
- [CHANGELOG.md](../CHANGELOG.md) — Detailed release notes for all completed versions
**Versioning (pre-1.0):** `0.<major>.<minor>` — hotfixes use quad: `0.x.y.z`
@@ -152,9 +154,29 @@ v0.26.0 Workflow Engine ✅
human + AI collab, visitor
intake, assignment queue)
│
v0.27.0 Tasks / Autonomous Agents
v0.27.0 Debt Clearance
(extension surface routes,
workflow polish, editor debt)
│
v0.27.1 Tasks Foundation
(service channels, scheduler,
unattended execution)
task definitions, cron)
│
v0.27.2 Task Execution
(budgets, admin controls,
run history, kill switch)
│
v0.27.3 Task Chaining
(webhooks, task_create tool,
workflow-to-workflow)
│
v0.27.4 Personal Tasks
(BYOK scheduling, user task UI,
starter templates)
│
v0.28.0 Platform Polish
(virtual scroll, KB auto-inject,
Helm chart, provider model prefs)
```
---
@@ -427,28 +449,28 @@ Organized by domain. Pull into a version when the surrounding work
makes them a natural addition.
**Surfaces + Editor**
- [ ] Extension loader: surfaces from manifest.json (was v0.21.3 — `/s/:slug` route deferred to v0.27.0)
- [ ] Editor drag-drop file reorder (was v0.21.5)
- [x] ~~Extension loader: surfaces from manifest.json~~ (v0.27.0 — `/s/:slug` route)
- [x] ~~Editor drag-drop file reorder~~ (v0.27.0 — workspace debt)
- [ ] Article drag-to-reorder outline sections (was v0.21.6)
- [ ] Article-specific AI tools: suggest_outline, expand_section, check_citations (was v0.21.6)
- [x] ~~PDF export via pandoc~~ (shipped v0.22.4)
- [ ] Mobile: mode selector collapses to hamburger/bottom nav (was v0.21.3)
- [ ] Pane state persistence per-user/per-project (pane positions saved, not yet persisted across sessions)
- [x] ~~Pane state persistence per-user/per-project~~ (v0.27.0 — workspace debt)
**Workspace + Git**
- [ ] Workspace settings UI: git config section in channel/project settings (was v0.21.4)
- [ ] User settings: git credentials management UI (was v0.21.4)
- [ ] `.gitignore` respect in workspace indexing (was v0.21.4)
- [x] ~~Workspace settings UI: git config section in channel/project settings~~ (v0.27.0 — workspace debt)
- [ ] User settings: git credentials management UI (was v0.21.4 — needs vault extension, v0.28.0+)
- [x] ~~`.gitignore` respect in workspace indexing~~ (v0.27.0 — workspace debt)
- [ ] Integration tests: clone, commit, push/pull cycle — requires git binary in CI (was v0.21.4)
**Provider Health + Routing**
- [x] ~~`RecordOutcome` for web_search and url_fetch~~ (shipped v0.22.4 — tool health tracking)
- [x] ~~Rate limit tracking per provider config~~ (shipped v0.22.4 — `rate_limit_count` on `provider_health`)
- [x] ~~Auto-disable: mark provider inactive when `down` for N consecutive health windows~~ (shipped v0.22.4)
- [ ] `capability_match` policy type ("cheapest model with tool_calling")
- [ ] `capability_match` policy type ("cheapest model with tool_calling") — v0.28.0 candidate
- [ ] Latency-aware routing: track response time percentiles, prefer faster providers
- [ ] Cost-aware routing with budget ceiling per request
- [ ] New provider types registrable via config file (OpenAI-compatible + custom schema)
- [ ] New provider types registrable via config file (OpenAI-compatible + custom schema) — v0.28.0 candidate
- [ ] Provider profile editor: key-value config per provider type, preview of effective settings
- [ ] Fallback chain visualizer: drag-to-reorder provider priority per model family
@@ -456,7 +478,8 @@ makes them a natural addition.
- [x] ~~Session cleanup job~~ (shipped v0.26.0 — background goroutine, `SESSION_EXPIRY_DAYS`)
**Tool System**
- [x] ~~Persona tool grant enforcement~~ (shipped v0.25.0 — second-pass allowlist in completion handler)
- [x] ~~Persona tool grant enforcement~~ (shipped v0.25.0 — second-pass allowlist in `completion.go:928`)
- [x] ~~Workflow version snapshot includes tool grants~~ (shipped v0.26.0 — `workflows.go:263`)
---
@@ -739,7 +762,7 @@ See [DESIGN-0.25.0.md](DESIGN-0.25.0.md) for full spec.
- [x] Core surfaces (chat, admin, settings, editor, notes) on manifest pattern
- [x] `window.__PAGE_DATA__` injection from declared `data_requires`
- [x] `surface_registry` table — admin can enable/disable surfaces (Migration 022)
- [ ] `/s/:slug` route namespace for extension/dynamic surfaces — deferred
- [ ] `/s/:slug` route namespace for extension/dynamic surfaces — v0.27.0
**Component Extraction** ✅
- [x] FileTree: extracted from `editor-mode.js`, standalone component with Go template partial + JS hydration
@@ -767,11 +790,11 @@ See [DESIGN-0.25.0.md](DESIGN-0.25.0.md) for full spec.
**CSS Decomposition** ✅
- [x] Monolithic `styles.css` → 13 files: variables, layout, primitives, modals, chat, panels, surfaces, splash, pane-container, chat-pane, user-menu, tool-grants, admin-surfaces
**Persona Tool Grants UI** ✅ (partial — UI only, backend wire deferred)
**Persona Tool Grants UI** ✅
- [x] Persona create/edit UI: "Tools" section — multi-select checklist grouped by category
- [x] `loadToolList()` fetches from `/api/v1/tools`, `loadToolGrants()` reads per-persona grants
- [ ] Completion handler applies `GetToolGrants()` as second-pass allowlist — deferred to v0.27.0
- [ ] Version snapshot includes persona tool grants at snapshot time — deferred to v0.27.0
- [x] Completion handler applies `GetToolGrants()` as second-pass allowlist (`completion.go:928`)
- [x] Version snapshot includes persona tool grants at snapshot time (`workflows.go:263`)
**Bug Fixes (v0.25.3–v0.25.4)**
- [x] Theme system mode (system preference → dark fallback)
@@ -792,16 +815,19 @@ See [DESIGN-0.25.0.md](DESIGN-0.25.0.md) for full spec.
**Shared Surface Routes** — partially shipped
- [x] `/admin/:section`, `/settings/:section` — full-page surface routes
- [ ] `/s/editor/:wsId`, `/s/article/:wsId/:path` — deferred
- [ ] `/p/:id` — shared project view — deferred
- [ ] `/s/editor/:wsId`, `/s/article/:wsId/:path` — v0.27.0 (extension surface routes)
- [ ] `/p/:id` — shared project view — TBD
**Shipped in v0.26.0:**
- [x] Context-Aware Tool System (`ToolContext`, `Require` predicates, `AvailableFor()`)
- [x] `ExecutionContext` extension (`WorkflowID`, `TeamID` fields)
**Deferred to v0.27.0:**
- [ ] Tool grant enforcement in completion handler
- [ ] Extension surface route namespace (`/s/:slug`)
**Shipped (verified in code audit):**
- [x] Tool grant enforcement in completion handler (`completion.go:928`)
- [x] Workflow version snapshot includes tool grants (`workflows.go:263`)
**Moved to v0.27.0:**
- [x] ~~Extension surface route namespace (`/s/:slug`)~~ → v0.27.0 Phase 1
**Migration:**
- [x] 022_surfaces.sql: `surface_registry` table (UUID PK, unique surface_id, is_enabled, is_core)
@@ -836,7 +862,7 @@ release notes.
- [x] Route registration test (`TestRouteRegistration`)
- [x] Workflow CRUD test (`TestWorkflowCRUD`, `TestWorkflowValidation`)
**Deferred to v0.27.0:**
**Moved to v0.27.0 Phase 2 (Workflow Polish):**
- [ ] Team-scoped workflow management UI (team admin settings surface)
- [ ] Drag-and-drop stage reorder in builder (backend supports it, UI is manual)
- [ ] `on_complete` workflow chaining (column exists nullable, not wired)
@@ -844,26 +870,129 @@ release notes.
- [ ] Stage persona auto-switch in chat UI
- [ ] Round-robin auto-assignment
- [ ] Assignment notifications via WebSocket
- [ ] Extension surface routes (`/s/:slug` namespace)
- [ ] Persona tool grant enforcement in completion handler
- [ ] Channel header stage indicator + advance/reject controls
**Moved to v0.27.0 Phase 1:**
- [ ] Extension surface routes (`/s/:slug` namespace)
**Shipped (verified in code audit):**
- [x] Persona tool grant enforcement in completion handler (`completion.go:928`)
---
## v0.27.0 — Tasks / Autonomous Agents
## v0.27.0 — Debt Clearance
Unattended execution — workflows without a human in the loop.
Depends on: workflow engine (v0.26.0).
Extension surface routes, workflow engine polish, workspace/editor debt.
Depends on: workflow engine (v0.26.0), dynamic surfaces (v0.25.0).
_(Shifted from v0.23.0 — no content changes, dependency refs updated to v0.26.0)_
See [DESIGN-0.27.0.md](DESIGN-0.27.0.md) for full spec.
- [ ] Scheduler + task runner (cron-like triggers for workflow instantiation)
- [ ] `task_create` tool (AI can spawn sub-workflows)
- [ ] `type: 'service'` channels: workflow instances with no human participants
- [ ] Execution budgets: max tokens, max tool calls, max wall-clock per stage
- [ ] Admin controls for resource limits and kill switches
- [ ] Completion webhooks (notify external systems when workflow completes)
- [ ] Workflow chaining: one workflow's completion triggers another workflow's start
**Phase 1: Extension Surface Routes (`/s/:slug`)**
- [ ] `surface-extension` Go template (HTML + CSS + scripts blocks)
- [ ] `base.html` conditional chain extended with `{{if .Manifest}}` fallthrough
- [ ] `loadExtensionSurfaces()` in page engine (reads extension manifests from DB at startup)
- [ ] nginx location block for `/surfaces/` static assets
- [ ] Frontend nav renders extension surfaces from `ListEnabledSurfaces`
- [ ] Admin surfaces section: upload/enable/disable/uninstall (API already exists)
- [ ] Sample `.surface` archive (hello-world dashboard) for testing
- [ ] CSP nonce propagation for extension scripts
**Phase 2: Workflow Engine Polish (v0.26.0 debt)**
- [ ] Channel header workflow stage indicator + advance/reject controls
- [ ] Stage persona auto-switch in chat UI
- [ ] Assignment notifications via WebSocket (`workflow.assigned`, `workflow.claimed`)
- [ ] Round-robin auto-assignment (per-stage `transition_rules.auto_assign`)
- [ ] `on_complete` workflow chaining (column exists, wire trigger logic)
- [ ] Workflow retention enforcement (extend staleness sweep goroutine)
- [ ] Drag-and-drop stage reorder in workflow builder UI
- [ ] Team-scoped workflow management UI (team settings → Workflows section)
**Phase 3: Workspace + Editor Debt**
- [ ] `.gitignore` respect in workspace indexing (`workspace/indexer.go`)
- [ ] Workspace settings UI: git config section in channel/project settings
- [ ] Pane state persistence per-user/per-project (save/restore in `user_settings`)
- [ ] Editor drag-drop file reorder (workspace file tree DnD)
---
## v0.27.1 — Tasks Foundation: Service Channels + Scheduler
Core primitive for autonomous agents: a channel with no human
participant, driven by a cron scheduler.
Depends on: v0.27.0 (debt clearance).
- [ ] `tasks` table + store interface + PG/SQLite implementations
- [ ] `type: 'service'` channel type (no human participants)
- [ ] `TaskScheduler` background goroutine (poll interval: 30s)
- [ ] Cron expression parsing (`robfig/cron/v3`) + `next_run_at` computation
- [ ] Prompt task execution (create service channel, send prompt, collect response)
- [ ] Workflow task execution (instantiate workflow in service channel)
- [ ] Provider resolution for task context (BYOK → team → global → routing policy)
- [ ] Tasks sidebar section (read-only view of service channels)
- [ ] Migration 026: `tasks` table, `service` channel type
---
## v0.27.2 — Task Execution: Budgets + Admin Controls
Guardrails for unattended execution.
Depends on: v0.27.1 (task scheduler).
- [ ] Execution budget enforcement: `max_tokens`, `max_tool_calls`, `max_wall_clock`
- [ ] `task_runs` table + store (run history, status, budget usage)
- [ ] Budget breach → `budget_exceeded` status + owner notification
- [ ] Concurrent run skip (if previous run still active, skip with warning)
- [ ] Global config: `tasks.enabled`, `tasks.allow_personal`, `tasks.max_concurrent`
- [ ] Default budget ceilings in global config (overridable per task)
- [ ] `tasks.create` and `tasks.admin` permissions
- [ ] Admin panel → Tasks section (CRUD, history, kill switch, budget config)
---
## v0.27.3 — Task Chaining: Webhooks + Workflow-to-Workflow
External integration and multi-workflow orchestration.
Depends on: v0.27.2 (task budgets).
- [ ] Completion webhooks (POST to external URL on task/workflow completion)
- [ ] Webhook retry (3 attempts, exponential backoff) + HMAC signature
- [ ] `task_create` tool (AI spawns sub-tasks, `RequireWorkflow` predicate, depth limit)
- [ ] `on_complete` chaining via task system (completed workflow → one-shot task → target workflow)
- [ ] Webhook secret generation per task/workflow
---
## v0.27.4 — Personal Tasks: BYOK Scheduling + User Task UI
User-facing task experience. Personal tasks run against BYOK providers.
Depends on: v0.27.2 (admin controls, `tasks.allow_personal`).
- [ ] Settings → Tasks section (CRUD, schedule builder, budget config)
- [ ] Schedule builder: preset crons + custom 5-field cron + timezone selector
- [ ] BYOK provider routing for personal tasks
- [ ] `tasks.personal_require_byok` config key (prevent fallthrough to org providers)
- [ ] Output modes: channel (default), note, webhook
- [ ] Task notification booleans: `notify_on_complete` (default false), `notify_on_failure` (default true)
- [ ] Tasks sidebar section with status indicators (✓/✗/⏳/▶)
- [ ] "Run Now" button for manual trigger
- [ ] 3–5 optional starter templates (news digest, stock screener, standup prep, etc.)
---
## v0.28.0 — Platform Polish
TBD pull-forward: high-value items whose dependencies are met post-tasks.
**Tier 1 — High value, dependencies met:**
- [ ] Virtual scroll for long conversations (prerequisite for heavy task output channels)
- [ ] KB auto-injection: top-K chunk prepend, context budget aware, per-channel toggle
- [ ] Helm chart (replaces raw k8s manifests, `helm install switchboard ./chart`)
- [ ] Per-provider model preferences (`provider_config_id` dimension in `user_model_settings`)
**Tier 2 — Medium value:**
- [ ] Memory compaction: summarize old memories, confidence decay, prune low-confidence
- [ ] `capability_match` routing policy ("cheapest model with tool_calling")
- [ ] New provider types registrable via config file (OpenAI-compatible + custom schema)
---
@@ -895,7 +1024,7 @@ based on need.
**UX / Multi-Seat**
- "Group" scope badge on model selector / KB list: show access-source annotation so users see _why_ they have access (global, team, group grant). Requires backend to include `access_source` in list responses.
- Per-provider model preferences: `user_model_settings` unique key is `(user_id, model_id)` — same model from different providers shares one visibility toggle. Needs `provider_config_id` dimension in DB constraint, store, API, and frontend `hiddenModels` keying. Frontend composite key (`configId:modelId`) already exists in `App.models[].id`.
- ~~Per-provider model preferences~~ → scheduled v0.28.0. `user_model_settings` unique key is `(user_id, model_id)` — same model from different providers shares one visibility toggle. Needs `provider_config_id` dimension in DB constraint, store, API, and frontend `hiddenModels` keying. Frontend composite key (`configId:modelId`) already exists in `App.models[].id`.
- Git credentials store: vault-encrypted per-user git credentials (similar to BYOK pattern). Git provider abstraction (GitHub, GitLab, Gitea). Clone/pull/push handlers. Natural fit for extension sidecar tier since git operations are long-running.
- Admin settings team/user export: v0.25.4 ships admin-only settings export/import. User export blocked by vault-encrypted BYOK keys (can't round-trip). Team export needs merge-vs-replace semantics for member lists.
@@ -907,7 +1036,7 @@ based on need.
- Sub-projects / nested hierarchy: child inherits parent KBs, system prompt, persona (deferred until usage patterns clarify need vs tags/labels)
**Knowledge Bases — Future**
- KB auto-injection: top-K chunk prepend to system prompt, context budget aware, per-channel toggle (latency budgeting required)
- ~~KB auto-injection~~ → scheduled v0.28.0
- Hybrid search: combine vector similarity with full-text `tsvector`, re-rank
- Semantic chunking: embedding-based boundary detection for smarter splits
- HNSW index: better query performance than IVFFlat for large datasets
@@ -917,8 +1046,8 @@ based on need.
(currently uses direct `database.DB.ExecContext` in handler — works but bypasses store layer)
**Memory — Future**
- Memory compaction: summarize old memories to save context tokens
- Memory confidence decay: reduce confidence over time, prune low-confidence entries
- ~~Memory compaction~~ → scheduled v0.28.0
- ~~Memory confidence decay~~ → scheduled v0.28.0 (combined with compaction)
- Memory export/import: portable memory format across instances
- Cross-persona memory sharing (opt-in): e.g. "coding assistant" can read facts from "project manager"
- Memory analytics: dashboard showing what Personas are learning, memory growth trends
@@ -928,9 +1057,9 @@ based on need.
- ~~Provider health monitoring~~ → v0.22.0 + key rotation
- Multi-tenant SaaS mode
- Plugin/extension marketplace
- Virtual scroll for long conversations
- ~~Virtual scroll for long conversations~~ → scheduled v0.28.0
- ~~SQLite backend option (single-user / dev)~~ → v0.17.1
- **Helm chart.** The k8s/ raw manifests with `${VAR}` substitution have served well but are friction for external adopters and make values management manual. A Helm chart wraps the same backend + frontend deployments with a `values.yaml` (replicas, image tags, ingress host, storage class, secret refs, resource limits, feature flags). Target: `helm install switchboard ./chart` for a fresh cluster, `helm upgrade` for rolling deploys. Subcharts for optional Postgres (for dev/test — prod uses external). Candidate for v0.28+ or a parallel track once the core feature set stabilizes.
- ~~**Helm chart.**~~ → scheduled v0.28.0
~~**Pane Architecture (Workspace Container)**~~ → shipped in v0.25.0