Changeset 0.17.0 (#75)

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All notable changes to Chat Switchboard. All notable changes to Chat Switchboard.
## [0.17.0] — 2026-02-27
### Added
- **Persona-KB binding.** Personas can now have knowledge bases directly
bound to them. When a user selects a persona with bound KBs, the
`kb_search` tool is automatically scoped to those KBs and the persona's
system prompt includes a KB listing hint. Admin and team admin preset
forms include a KB picker with per-KB auto-search toggles.
Migration adds `persona_knowledge_bases` join table.
- **Enterprise KB mode.** New `discoverable` flag on knowledge bases
controls whether users can see and attach KBs directly. When
`kb_direct_access` platform policy is set to `true`, users cannot
attach KBs to channels directly — they access KBs exclusively through
persona bindings curated by admins. New `ListDiscoverableKBs` and
`SetDiscoverable` endpoints.
- **Role fallback alerts (issue #69).** When a role's primary provider
fails and the fallback activates, the resolver emits a `role.fallback`
event on the EventBus with audit log entry. Admin users see a persistent
dismissable banner. 5-minute per-role cooldown prevents flooding.
- **Chat rename.** Double-click any chat title in the sidebar to edit
inline. Enter saves, Escape cancels.
- **Utility model auto-naming.** After the first assistant response,
a background request to the utility role generates a concise title.
Falls back to truncation when no utility model is configured.
New endpoint: `POST /channels/:id/generate-title`.
- **Chat token count.** Conversation token estimate shown in the model
bar, color-coded against context budget.
- **State restore on refresh.** Active chat ID persisted to
`sessionStorage`, auto-restored on page reload.
### Fixed
- **ResolvePreset group access bypass.** `ResolvePreset()` used raw SQL
that skipped `resource_grants` checks from v0.16.0. Now uses
`PersonaStore.UserCanAccess()`.
- **KB create scope authorization.** Now enforces admin role for global
KBs and team admin role for team KBs.
- **Completion handler persona ID scoping.** `personaID` variable scoped
inside an `if` block but referenced downstream. Fixed by threading
through function signatures.
- **Nil slice JSON marshaling.** `ListDiscoverableKBs` returns `[]`
instead of `null` when no KBs match.
### Changed
- `UpdateDocumentStorageKey` moved from raw `ExecContext` to store method.
- EventBus route table: `role.fallback``DirToClient`.
- Resolver gains `.WithBus(bus)` builder (nil-safe, backwards compatible).
- Service worker: `/extensions/` excluded from fetch handler.
- Mermaid renderer v2.0 (pan/zoom, export) promoted to builtin.
- Removed DIAG diagnostics from `TestGroupBasedPersonaAccess`.
- Paste-to-file threshold synced from backend `PublicSettings`
(`storage.paste_to_file_chars`, admin-configurable, default 2000).
Resolves hardcoded constant in `attachments.js`.
- Embedding dropdown already had tolerant type filter, manual model ID
fallback, and auto-switch on empty — confirmed complete, checkbox updated.
## [0.12.0] — 2026-02-25 ## [0.12.0] — 2026-02-25
### Added ### Added

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0.15.1 0.17.0

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# DESIGN-0.17.0 — Persona-KB Binding + Enterprise KB Mode
## Overview
Personas become **gateways** to knowledge. In enterprise deployments,
users don't interact with KBs directly — they talk to Personas that
have KBs attached. This is the core differentiator for enterprise use.
Depends on: knowledge bases (v0.14.0), user groups (v0.16.0).
**Design principle: Personas carry context, not users.** When a user
selects a Persona with bound KBs, the KB context flows automatically —
no manual KB selection, no toggle management, no confusion about which
KBs are in scope. Admins curate the KB↔Persona relationships; users
just pick a Persona.
---
## 1. Schema
### `persona_knowledge_bases` (new join table)
```sql
CREATE TABLE persona_knowledge_bases (
persona_id UUID NOT NULL REFERENCES personas(id) ON DELETE CASCADE,
kb_id UUID NOT NULL REFERENCES knowledge_bases(id) ON DELETE CASCADE,
auto_search BOOLEAN NOT NULL DEFAULT false,
created_at TIMESTAMPTZ NOT NULL DEFAULT now(),
PRIMARY KEY (persona_id, kb_id)
);
```
`auto_search` controls whether the KB is searched automatically on every
message (top-K results prepended to context) or only via explicit
`kb_search` tool calls. Default `false` = tool-only.
### `knowledge_bases.discoverable` (new column)
```sql
ALTER TABLE knowledge_bases ADD COLUMN discoverable BOOLEAN NOT NULL DEFAULT true;
```
When `false`, the KB does not appear in user-facing listings
(`ListDiscoverableKBs`). It remains searchable through Persona bindings.
### `platform_policies.kb_direct_access` (new row)
Seeded as `'true'` (permissive default). When set to `'false'`, the
channel KB popup is hidden — users access KBs exclusively through
Persona bindings.
---
## 2. Store Layer
### `PersonaStore` additions
- `SetKBs(ctx, personaID, kbIDs, autoSearch)` — UPSERT join table
- `GetKBs(ctx, personaID)` — returns `[]PersonaKB` with KB metadata
### `KnowledgeBaseStore` additions
- `ListDiscoverable(ctx, userID, teamIDs)` — KBs where `discoverable=true`
and user has access via ownership, team, or global scope
- `SetDiscoverable(ctx, kbID, discoverable)` — toggle visibility
- `UpdateDocumentStorageKey(ctx, docID, key)` — moved from raw SQL
---
## 3. Completion Pipeline
### KB scoping in `BuildKBHint`
When a Persona has bound KBs, `BuildKBHint` merges them with any
channel-attached KBs:
1. Load channel KBs (existing path)
2. Load Persona KBs via `PersonaStore.GetKBs()`
3. Union the two sets (deduplicated by KB ID)
4. Build the hint string with listing
### Persona ID threading
The `personaID` is threaded through the completion handler methods:
`Complete()``streamCompletion(…, personaID)` / `syncCompletion(…, personaID)`
`loadConversation(…, personaID)`.
The `ExecutionContext` for tool calls carries the Persona ID so
`kb_search` can auto-include Persona-bound KBs in its search scope.
---
## 4. Role Fallback Alerts (issue #69)
When a role's primary provider fails:
1. **Attempt fallback** — existing behavior, unchanged.
2. **Emit event**`role.fallback` on EventBus (DirToClient).
3. **Cooldown** — 5-minute per-role TTL prevents flooding.
4. **Admin toast** — frontend listens for `role.fallback` events,
shows warning/error toast to admin users only.
### Resolver changes
```go
type Resolver struct {
stores store.Stores
vault *crypto.KeyResolver
bus *events.Bus
mu sync.Mutex
cooldown map[string]time.Time // role → last alert time
}
```
`WithBus(bus)` builder method. Nil-safe — if no bus is attached,
alerts are suppressed (log only).
---
## 5. Security Fixes
### ResolvePreset bypass
`ResolvePreset()` in `presets.go` used raw SQL that skipped the
`resource_grants` table added in v0.16.0. A Persona accessible only
via group grant would fail at completion time. Fixed to use
`PersonaStore.GetByID()` + `UserCanAccess()`.
### KB create scope authorization
`POST /api/v1/knowledge-bases` now enforces:
- `scope=global` → requires admin role
- `scope=team` → requires team admin role for the target team
- `scope=personal` → open to all authenticated users
---
## 6. Frontend
### KB Picker (`persona-kb.js`)
Standalone component: `renderPersonaKBPicker(container, opts)` → control
object with `getValues()`, `setValues()`, `clear()`, `refresh()`.
Options: `scope` ('admin'|'team'|'personal'), `teamId`, `prefix`.
Shows checkboxes for available KBs with doc/chunk counts. Selected KBs
show an "Auto-inject" toggle for the `auto_search` flag.
### Integration points
- Admin preset form: KB picker below the form, load/save bindings on
edit/create via `/api/v1/admin/presets/:id/knowledge-bases`.
- Team preset form: same pattern via team API prefix.
- User preset form: shows discoverable KBs only.
- Admin settings: `kb_direct_access` toggle checkbox.
### Fallback alert
Admin users receive `UI.toast()` notifications when `role.fallback`
events arrive via WebSocket.
---
## 7. API Endpoints (new)
| Method | Path | Description |
|--------|------|-------------|
| GET | `/api/v1/presets/:id/knowledge-bases` | List KBs bound to a persona |
| PUT | `/api/v1/presets/:id/knowledge-bases` | Set persona-KB bindings |
| GET | `/api/v1/admin/presets/:id/knowledge-bases` | Admin: list persona KBs |
| PUT | `/api/v1/admin/presets/:id/knowledge-bases` | Admin: set persona-KB bindings |
| GET | `/api/v1/knowledge-bases-discoverable` | List discoverable KBs for user |
| PUT | `/api/v1/knowledge-bases/:id/discoverable` | Toggle KB discoverability |
---
## 8. Migration
Single migration file: `002_v017_persona_kb.sql`
- Creates `persona_knowledge_bases` table
- Adds `discoverable` column to `knowledge_bases`
- Seeds `kb_direct_access` platform policy (default `'true'`)

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# DESIGN: CodeMirror 6 Integration
**Version:** v0.18.0 (or fits into current cycle)
**Status:** Draft
**Scope:** Add CM6 as a vendored dependency, bundled at Docker build time via esbuild. Three integration surfaces.
---
## Motivation
Three features converge on the same dependency:
1. **Chat input** — live markdown rendering (backtick → code block, bold, etc.)
2. **Extension editor** — syntax-highlighted JavaScript/JSON editing in admin panel (replaces bare `<textarea>`)
3. **Code editing surface** (roadmap) — future extension surface type for code review, snippets, etc.
CM6 is ESM-native and expects a bundler. The build step is contained in the Docker image build — the frontend continues to ship as static assets served by nginx. No runtime build tooling, no change to the developer experience for non-CM6 code.
---
## Architecture
### Build Pipeline
New Docker stage between the existing `vendor` stage and the final `nginx` stage:
```
Stage 1: vendor (existing — marked, purify, mermaid, katex)
Stage 2: cm6-build (NEW — npm install + esbuild → single IIFE bundle)
Stage 3: nginx (existing — copies src/ + vendor/ + cm6 bundle)
```
The CM6 build stage:
```dockerfile
FROM node:20-alpine AS cm6-build
WORKDIR /build
COPY src/editor/package.json src/editor/build.mjs ./
RUN npm install --production=false
RUN node build.mjs
# Output: /build/dist/codemirror.bundle.js (~180-250KB minified)
# /build/dist/codemirror.bundle.css (~5-10KB)
```
Final stage addition:
```dockerfile
COPY --from=cm6-build /build/dist/ /usr/share/nginx/html/vendor/codemirror/
```
### Bundle Structure
A single esbuild entrypoint (`src/editor/index.mjs`) that imports CM6 packages and exposes factory functions on `window.CM`:
```javascript
// src/editor/index.mjs — esbuild entrypoint
import { EditorView, keymap, placeholder, ViewPlugin, ... } from '@codemirror/view';
import { EditorState, ... } from '@codemirror/state';
import { markdown, markdownLanguage } from '@codemirror/lang-markdown';
import { javascript } from '@codemirror/lang-javascript';
import { json } from '@codemirror/lang-json';
import { sql } from '@codemirror/lang-sql';
import { html } from '@codemirror/lang-html';
import { css } from '@codemirror/lang-css';
import { yaml } from '@codemirror/lang-yaml';
import { go } from '@codemirror/lang-go';
import { python } from '@codemirror/lang-python';
import { rust } from '@codemirror/lang-rust';
import { oneDark } from '@codemirror/theme-one-dark';
import { defaultKeymap, indentWithTab } from '@codemirror/commands';
import { bracketMatching, ... } from '@codemirror/language';
import { highlightSelectionMatches, searchKeymap } from '@codemirror/search';
import { autocompletion } from '@codemirror/autocomplete';
import { vim } from '@replit/codemirror-vim';
import { emacs } from '@replit/codemirror-emacs';
// Expose on window for script-tag consumption
window.CM = {
EditorView,
EditorState,
// Factory: chat input (markdown mode, minimal chrome)
chatInput(target, opts = {}) { ... },
// Factory: code editor (full features, language auto-detect)
codeEditor(target, opts = {}) { ... },
// Supported languages for code editor
languages: { markdown, javascript, json, sql, html, css, yaml, go, python, rust },
// Keybinding modes (applied via user preference)
keybindings: { vim, emacs },
};
```
### esbuild Config
```javascript
// src/editor/build.mjs
import { build } from 'esbuild';
await build({
entryPoints: ['index.mjs'],
bundle: true,
minify: true,
format: 'iife',
target: ['es2020'],
outfile: 'dist/codemirror.bundle.js',
// CSS extracted automatically by esbuild
});
```
### package.json (editor only)
```json
{
"private": true,
"type": "module",
"devDependencies": {
"esbuild": "^0.25.0"
},
"dependencies": {
"@codemirror/autocomplete": "^6",
"@codemirror/commands": "^6",
"@codemirror/lang-css": "^6",
"@codemirror/lang-go": "^6",
"@codemirror/lang-html": "^6",
"@codemirror/lang-javascript": "^6",
"@codemirror/lang-json": "^6",
"@codemirror/lang-markdown": "^6",
"@codemirror/lang-sql": "^6",
"@codemirror/lang-python": "^6",
"@codemirror/lang-rust": "^6",
"@codemirror/lang-yaml": "^6",
"@codemirror/language": "^6",
"@codemirror/search": "^6",
"@codemirror/state": "^6",
"@codemirror/theme-one-dark": "^6",
"@codemirror/view": "^6",
"@replit/codemirror-vim": "^6",
"@replit/codemirror-emacs": "^6"
}
}
```
---
## Integration Surfaces
### 1. Chat Input — Markdown Mode
Replace `<textarea id="messageInput">` with a CM6 instance configured for chat composition.
**Behavior:**
- Markdown syntax highlighting as you type (fenced code blocks, bold, italic, links, etc.)
- Shift+Enter inserts newline (existing behavior preserved)
- Enter sends message (existing behavior preserved)
- Auto-growing height (CM6 handles this natively via `EditorView.contentAttributes`)
- Placeholder text: "Send a message..."
- No line numbers, no gutter — minimal chrome
- Tab inserts real tab (indentWithTab) inside code blocks; normal behavior outside
**Factory:**
```javascript
CM.chatInput(document.getElementById('messageInputContainer'), {
placeholder: 'Send a message...',
onSubmit: (text) => sendMessage(text), // Enter key
onChange: (text) => updateInputTokens(text), // live token count
darkMode: true,
});
```
**Migration path:**
The existing code reads `document.getElementById('messageInput').value` in many places. The factory returns an object with a `.getValue()` / `.setValue()` / `.focus()` API that matches the textarea interface. A thin shim keeps all existing callsites working:
```javascript
// After CM.chatInput() creates the editor:
const editor = CM.chatInput(...);
// Shim: existing code that reads .value still works
Object.defineProperty(document.getElementById('messageInput'), 'value', {
get: () => editor.getValue(),
set: (v) => editor.setValue(v),
});
```
Alternatively (cleaner): introduce `ChatInput.getValue()` / `ChatInput.setValue()` / `ChatInput.focus()` and update callsites. There aren't many — `chat.js`, `attachments.js`, `tokens.js`, and a few event handlers.
### 2. Extension Editor — JavaScript/JSON Mode
Replace the two `<textarea>` elements in `editAdminExtension()` (`admin-handlers.js` line 706-710) with CM6 instances.
**Behavior:**
- Manifest textarea → JSON mode with bracket matching, auto-indent
- Script textarea → JavaScript mode with bracket matching, auto-indent
- Line numbers enabled
- Search/replace (Ctrl+F) — currently impossible in a textarea
- Tab key inserts proper indent (replaces the manual keydown handler at line 726-736)
- Themed to match the app's dark/light mode
**Factory:**
```javascript
CM.codeEditor(document.getElementById('extEdit-manifest-container'), {
language: 'json',
value: manifestJSON,
lineNumbers: true,
darkMode: isDark,
});
CM.codeEditor(document.getElementById('extEdit-script-container'), {
language: 'javascript',
value: script,
lineNumbers: true,
darkMode: isDark,
keymap: prefs.editorKeymap || 'standard', // 'standard' | 'vim' | 'emacs'
});
```
**Save integration:** `saveAdminExtension()` currently reads `.value` from the textareas. The CM6 instances expose `.getValue()` — update the save function to call that instead.
### 3. Future Code Surface (Roadmap)
The `CM.codeEditor()` factory with language auto-detection covers this. No additional work needed now — just document that it's available for the extensions surface type when that ships.
---
## Loading Strategy
The CM6 bundle is **not** in `SHELL_FILES` (service worker precache list). It loads on demand:
```html
<!-- index.html: load after core app scripts, before app.js init -->
<script src="vendor/codemirror/codemirror.bundle.js?v=%%APP_VERSION%%"
onerror="console.warn('CM6 not available — falling back to textarea')"></script>
<link rel="stylesheet" href="vendor/codemirror/codemirror.bundle.css?v=%%APP_VERSION%%"
onerror="this.remove()">
```
**Graceful degradation:** If the bundle fails to load (disconnected environment without vendored copy, build issue, etc.), `window.CM` is undefined and all integration points fall back to plain `<textarea>`. Each factory callsite checks:
```javascript
if (window.CM) {
CM.chatInput(container, opts);
} else {
// existing textarea behavior — unchanged
}
```
This means CM6 is a progressive enhancement, not a hard dependency.
---
## SW Cache Considerations
Add `vendor/codemirror/` to the SW exclusion list (same fix as the extensions path discussed earlier):
```javascript
if (url.pathname.includes('/api/') ||
url.pathname.includes('/ws') ||
url.pathname.includes('/branding/') ||
url.pathname.includes('/extensions/') ||
url.pathname.includes('/vendor/codemirror/') ||
event.request.method !== 'GET') {
return;
}
```
Or, more broadly, exclude all of `/vendor/` if you want vendor updates to always bypass the SW cache. The core vendors (marked, purify) are small enough that network-first is fine.
Alternatively, since the bundle is versioned via `?v=%%APP_VERSION%%` and only changes on new builds, it could safely be in `SHELL_FILES` for precaching — unlike extensions which are user-editable at runtime. Either approach works.
---
## Theme Integration
CM6's `oneDark` theme for dark mode. For light mode, the CM6 default is clean and neutral.
Both need CSS variable overrides to match the app's existing `--bg`, `--bg-2`, `--border`, `--text`, `--accent` palette:
```javascript
const switchboardTheme = EditorView.theme({
'&': {
backgroundColor: 'var(--bg)',
color: 'var(--text)',
fontSize: '14px',
},
'.cm-content': {
fontFamily: 'var(--mono)',
caretColor: 'var(--accent)',
},
'.cm-cursor': {
borderLeftColor: 'var(--accent)',
},
'&.cm-focused .cm-selectionBackground, .cm-selectionBackground': {
backgroundColor: 'var(--accent-muted, rgba(99,102,241,0.2))',
},
'.cm-gutters': {
backgroundColor: 'var(--bg-2)',
color: 'var(--text-3)',
borderRight: '1px solid var(--border)',
},
}, { dark: document.body.classList.contains('dark-theme') });
```
This goes into the bundle so it's applied automatically.
---
## File Layout
```
src/
editor/
package.json # CM6 deps + esbuild
build.mjs # esbuild script
index.mjs # bundle entrypoint, exports window.CM
theme.mjs # switchboard theme overrides
chat-input.mjs # chatInput() factory
code-editor.mjs # codeEditor() factory
js/
... # existing app code (unchanged)
vendor/
marked.min.js # existing
purify.min.js # existing
codemirror/ # gitignored — built by Docker
codemirror.bundle.js
codemirror.bundle.css
```
The `src/editor/` directory is self-contained. It has its own `package.json` and `node_modules` (inside Docker only). No npm dependencies bleed into the main `src/js/` code. The build output lands in `vendor/codemirror/` which is gitignored like the other Docker-built vendors.
---
## Dockerfile Changes
```dockerfile
# Stage 1: vendor libs (existing)
FROM node:20-alpine AS vendor
# ... existing marked, purify, mermaid, katex extraction ...
# Stage 2: CM6 bundle (NEW)
FROM node:20-alpine AS cm6-build
WORKDIR /build
COPY src/editor/ ./
RUN npm ci
RUN node build.mjs
# Stage 3: nginx (existing, with additions)
FROM nginx:1-alpine
# ... existing setup ...
COPY src/ /usr/share/nginx/html/
COPY --from=vendor /vendor/ /usr/share/nginx/html/vendor/
COPY --from=cm6-build /build/dist/ /usr/share/nginx/html/vendor/codemirror/
# ... rest unchanged ...
```
The `vendor` and `cm6-build` stages run in parallel (Docker BuildKit), so build time impact is minimal.
---
## Migration Checklist
### Phase 1: Bundle + Extension Editor
- [ ] Create `src/editor/` with package.json, build.mjs, index.mjs
- [ ] Implement `CM.codeEditor()` factory
- [ ] Update Dockerfile.frontend with cm6-build stage
- [ ] Replace extension editor textareas in `admin-handlers.js`
- [ ] Remove manual Tab key handler (CM6 handles it)
- [ ] Verify save/load round-trip with CM6 `.getValue()`
- [ ] Add graceful fallback if `window.CM` undefined
### Phase 2: Chat Input
- [ ] Implement `CM.chatInput()` factory with markdown mode
- [ ] Wire Enter=send, Shift+Enter=newline keybindings
- [ ] Integrate with `updateInputTokens()` via onChange callback
- [ ] Update `chat.js`, `attachments.js`, `tokens.js` to use CM API
- [ ] Auto-grow height behavior matching current textarea
- [ ] Test paste handling (plain text, code, attachments)
- [ ] Test mobile/touch input
### Phase 3: Polish
- [ ] Theme integration with CSS variables
- [ ] Dark/light mode switching (listen for theme toggle)
- [ ] Editor keymap preference UI (Standard / Vim / Emacs) in appearance settings
- [ ] Vim/Emacs modes on code editor + extension editor only (not chat input)
- [ ] Add to `SHELL_FILES` in sw.js (or exclude from SW cache)
- [ ] Update `debug.js` snapshot to include CM6 version
- [ ] Documentation in ARCHITECTURE.md
---
## Bundle Size Estimate
Based on CM6 package sizes (minified + tree-shaken by esbuild):
| Package | Approx Size |
|---------|-------------|
| @codemirror/view + state + commands | ~90KB |
| @codemirror/language + highlight | ~30KB |
| lang-markdown + lang-javascript + lang-json | ~40KB |
| lang-go + lang-sql + lang-html + lang-css + lang-yaml | ~50KB |
| lang-python + lang-rust | ~20KB |
| theme-one-dark | ~5KB |
| search + autocomplete | ~20KB |
| @replit/codemirror-vim + emacs | ~40KB |
| **Total (minified)** | **~295KB** |
| **Gzipped** | **~90KB** |
For comparison: mermaid.min.js is ~1.2MB. This is modest.
---
## Resolved Decisions
1. **Language modes** — Ship Python, Rust, and YAML upfront alongside Go, JS, JSON, SQL, HTML, CSS, and Markdown. Covers the team's stack. Additional modes are a one-line import + rebuild.
2. **Local dev build script** — Provide a `scripts/build-editor.sh` that runs the esbuild step standalone, shared by both Dockerfile.frontend and the unified Dockerfile. Developers can also run it locally to get the CM6 bundle without a full Docker build.
3. **Vim/Emacs keybindings** — Ship both. Exposed as a user preference toggle (default: standard). Applied via `CM.keybindings.vim` / `CM.keybindings.emacs` as CM6 extensions at editor creation time.
---
## Build Script
Shared script used by both Dockerfiles and local dev:
```bash
#!/bin/sh
# scripts/build-editor.sh — Build CM6 bundle
# Usage: ./scripts/build-editor.sh [output-dir]
#
# Defaults to src/vendor/codemirror/ for local dev.
# Dockerfiles pass /build/dist/ as the output dir.
set -e
SCRIPT_DIR="$(cd "$(dirname "$0")" && pwd)"
EDITOR_DIR="${SCRIPT_DIR}/../src/editor"
OUTPUT_DIR="${1:-${SCRIPT_DIR}/../src/vendor/codemirror}"
cd "${EDITOR_DIR}"
# Install if needed (CI/Docker will already have node_modules)
[ -d node_modules ] || npm ci
mkdir -p "${OUTPUT_DIR}"
node build.mjs --outdir="${OUTPUT_DIR}"
echo "✅ CM6 bundle → ${OUTPUT_DIR}"
```
Dockerfile usage:
```dockerfile
FROM node:20-alpine AS cm6-build
WORKDIR /build
COPY src/editor/ /build/src/editor/
COPY scripts/build-editor.sh /build/scripts/build-editor.sh
RUN cd /build/src/editor && npm ci
RUN sh /build/scripts/build-editor.sh /build/dist
```
---
## Keybinding Preference
Add to user appearance preferences (alongside dark/light theme toggle):
```
Editor keybindings: [Standard ▾] [Vim] [Emacs]
```
Stored in `localStorage` under `cs-appearance`:
```javascript
const prefs = JSON.parse(localStorage.getItem('cs-appearance') || '{}');
// prefs.editorKeymap = 'standard' | 'vim' | 'emacs'
```
Applied at editor creation time:
```javascript
const keymapExt = [];
if (prefs.editorKeymap === 'vim') keymapExt.push(CM.keybindings.vim());
else if (prefs.editorKeymap === 'emacs') keymapExt.push(CM.keybindings.emacs());
CM.codeEditor(target, {
language: 'javascript',
extensions: keymapExt,
// ...
});
```
**Note:** Vim/Emacs modes apply only to the code editor and extension editor surfaces. The chat input always uses standard keybindings to avoid confusing Enter-to-send behavior with modal editing.

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{ {
"id": "mermaid-renderer", "id": "mermaid-renderer",
"name": "Mermaid Diagrams", "name": "Mermaid Diagrams",
"version": "1.0.0", "version": "2.0.0",
"tier": "browser", "tier": "browser",
"author": "switchboard", "author": "switchboard",
"description": "Renders ```mermaid code blocks as SVG diagrams using mermaid.js", "description": "Renders ```mermaid code blocks as interactive SVG diagrams with zoom/pan, SVG/PNG export, and source copy",
"permissions": [], "permissions": [],
"tools": [], "tools": [],
"surfaces": [], "surfaces": [],

View File

@@ -1,10 +1,9 @@
// ========================================== // ==========================================
// Mermaid Diagram Renderer — Browser Extension // Mermaid Diagram Renderer — Browser Extension
// ========================================== // ==========================================
// Renders ```mermaid code blocks as SVG diagrams. // Renders ```mermaid code blocks as interactive SVG diagrams.
// Features: zoom/pan viewport, SVG/PNG export, source copy.
// Loads mermaid.js dynamically on first use. // Loads mermaid.js dynamically on first use.
//
// Install: Admin → Extensions → paste manifest + this script.
// ========================================== // ==========================================
Extensions.register({ Extensions.register({
@@ -12,7 +11,6 @@ Extensions.register({
_mermaidReady: false, _mermaidReady: false,
_mermaidLoading: null, _mermaidLoading: null,
_renderQueue: [],
async init(ctx) { async init(ctx) {
const self = this; const self = this;
@@ -29,21 +27,39 @@ Extensions.register({
const id = 'mmd-' + Math.random().toString(36).slice(2, 9); const id = 'mmd-' + Math.random().toString(36).slice(2, 9);
container.innerHTML = ` container.innerHTML = `
<div class="mermaid-block" data-mermaid-id="${id}"> <div class="mermaid-block" data-mermaid-id="${id}">
<div class="mermaid-diagram" data-mermaid-src="${encodeURIComponent(code.trim())}"> <div class="mermaid-toolbar">
<div class="mermaid-loading"> <span class="mermaid-title">📊 Diagram</span>
<span class="mermaid-spinner"></span> Rendering diagram… <span class="mermaid-zoom-label" data-zoom-label="${id}">100%</span>
<div class="mermaid-toolbar-btns">
<button class="mmd-btn" data-action="zoom-in" data-target="${id}" title="Zoom in">+</button>
<button class="mmd-btn" data-action="zoom-out" data-target="${id}" title="Zoom out"></button>
<button class="mmd-btn" data-action="zoom-fit" data-target="${id}" title="Fit to view">⊡</button>
<button class="mmd-btn" data-action="zoom-reset" data-target="${id}" title="Reset zoom">1:1</button>
<span class="mmd-sep"></span>
<button class="mmd-btn" data-action="export-svg" data-target="${id}" title="Download SVG">SVG</button>
<button class="mmd-btn" data-action="export-png" data-target="${id}" title="Download PNG">PNG</button>
</div>
</div>
<div class="mermaid-viewport" data-viewport="${id}">
<div class="mermaid-diagram" data-mermaid-src="${encodeURIComponent(code.trim())}" data-diagram="${id}">
<div class="mermaid-loading">
<span class="mermaid-spinner"></span> Rendering diagram…
</div>
</div> </div>
</div> </div>
<details class="mermaid-source"> <details class="mermaid-source">
<summary>📊 View source</summary> <summary>
<pre><code class="language-mermaid">${self._escapeHtml(code.trim())}</code></pre> <span>📋 View source</span>
<button class="mmd-btn mmd-copy-src" data-action="copy-src" data-target="${id}" title="Copy source" onclick="event.stopPropagation()">Copy</button>
</summary>
<pre><code class="language-mermaid" data-source="${id}">${self._escapeHtml(code.trim())}</code></pre>
</details> </details>
</div> </div>
`; `;
} }
}); });
// ── Post renderer: find placeholders, render with mermaid.js ── // ── Post renderer: render diagrams + wire interactivity ──
ctx.renderers.register('mermaid-post', { ctx.renderers.register('mermaid-post', {
type: 'post', type: 'post',
priority: 10, priority: 10,
@@ -52,11 +68,13 @@ Extensions.register({
if (diagrams.length === 0) return; if (diagrams.length === 0) return;
diagrams.forEach(el => { diagrams.forEach(el => {
// Skip already-rendered diagrams
if (el.dataset.rendered) return; if (el.dataset.rendered) return;
el.dataset.rendered = 'pending'; el.dataset.rendered = 'pending';
self._renderDiagram(el); self._renderDiagram(el);
}); });
// Wire toolbar buttons (event delegation on the container)
self._wireToolbar(container);
} }
}); });
@@ -64,21 +82,266 @@ Extensions.register({
this._loadMermaid(); this._loadMermaid();
}, },
// ── Zoom/Pan State ──────────────────────
_getState(id) {
const vp = document.querySelector(`[data-viewport="${id}"]`);
if (!vp) return null;
if (!vp._mmdState) {
vp._mmdState = { scale: 1, panX: 0, panY: 0, dragging: false, startX: 0, startY: 0 };
}
return vp._mmdState;
},
_applyTransform(id) {
const state = this._getState(id);
if (!state) return;
const diagram = document.querySelector(`[data-diagram="${id}"]`);
if (!diagram) return;
diagram.style.transform = `translate(${state.panX}px, ${state.panY}px) scale(${state.scale})`;
const label = document.querySelector(`[data-zoom-label="${id}"]`);
if (label) label.textContent = Math.round(state.scale * 100) + '%';
},
_zoom(id, delta) {
const state = this._getState(id);
if (!state) return;
state.scale = Math.max(0.1, Math.min(5, state.scale * (1 + delta)));
this._applyTransform(id);
},
_zoomReset(id) {
const state = this._getState(id);
if (!state) return;
state.scale = 1; state.panX = 0; state.panY = 0;
this._applyTransform(id);
},
_zoomFit(id) {
const state = this._getState(id);
if (!state) return;
const vp = document.querySelector(`[data-viewport="${id}"]`);
const diagram = document.querySelector(`[data-diagram="${id}"]`);
const svg = diagram?.querySelector('svg');
if (!vp || !svg) return;
// Reset to measure natural size
state.scale = 1; state.panX = 0; state.panY = 0;
diagram.style.transform = '';
requestAnimationFrame(() => {
const vpRect = vp.getBoundingClientRect();
const svgRect = svg.getBoundingClientRect();
if (svgRect.width === 0 || svgRect.height === 0) return;
const scaleX = (vpRect.width - 32) / svgRect.width;
const scaleY = (vpRect.height - 32) / svgRect.height;
state.scale = Math.min(scaleX, scaleY, 2); // Cap at 2x
this._applyTransform(id);
});
},
// ── Toolbar Wiring ──────────────────────
_wireToolbar(container) {
const self = this;
// Skip if already wired
if (container._mmdWired) return;
container._mmdWired = true;
// Button clicks (delegation)
container.addEventListener('click', (e) => {
const btn = e.target.closest('[data-action]');
if (!btn) return;
const action = btn.dataset.action;
const id = btn.dataset.target;
if (!id) return;
switch (action) {
case 'zoom-in': self._zoom(id, 0.25); break;
case 'zoom-out': self._zoom(id, -0.2); break;
case 'zoom-reset': self._zoomReset(id); break;
case 'zoom-fit': self._zoomFit(id); break;
case 'export-svg': self._exportSVG(id); break;
case 'export-png': self._exportPNG(id); break;
case 'copy-src': self._copySource(id, btn); break;
}
});
// Wire each viewport for mouse/touch interaction
container.querySelectorAll('.mermaid-viewport').forEach(vp => {
if (vp._mmdWired) return;
vp._mmdWired = true;
const id = vp.dataset.viewport;
// Mouse wheel zoom
vp.addEventListener('wheel', (e) => {
e.preventDefault();
const delta = e.deltaY > 0 ? -0.1 : 0.1;
self._zoom(id, delta);
}, { passive: false });
// Pan: mousedown → mousemove → mouseup
vp.addEventListener('mousedown', (e) => {
if (e.button !== 0) return;
const state = self._getState(id);
if (!state) return;
state.dragging = true;
state.startX = e.clientX - state.panX;
state.startY = e.clientY - state.panY;
vp.classList.add('mmd-grabbing');
e.preventDefault();
});
vp.addEventListener('mousemove', (e) => {
const state = self._getState(id);
if (!state?.dragging) return;
state.panX = e.clientX - state.startX;
state.panY = e.clientY - state.startY;
self._applyTransform(id);
});
const endDrag = () => {
const state = self._getState(id);
if (!state) return;
state.dragging = false;
vp.classList.remove('mmd-grabbing');
};
vp.addEventListener('mouseup', endDrag);
vp.addEventListener('mouseleave', endDrag);
// Touch: single-finger pan, two-finger pinch zoom
let lastTouchDist = 0;
vp.addEventListener('touchstart', (e) => {
const state = self._getState(id);
if (!state) return;
if (e.touches.length === 1) {
state.dragging = true;
state.startX = e.touches[0].clientX - state.panX;
state.startY = e.touches[0].clientY - state.panY;
} else if (e.touches.length === 2) {
lastTouchDist = Math.hypot(
e.touches[0].clientX - e.touches[1].clientX,
e.touches[0].clientY - e.touches[1].clientY
);
}
}, { passive: true });
vp.addEventListener('touchmove', (e) => {
const state = self._getState(id);
if (!state) return;
if (e.touches.length === 1 && state.dragging) {
state.panX = e.touches[0].clientX - state.startX;
state.panY = e.touches[0].clientY - state.startY;
self._applyTransform(id);
e.preventDefault();
} else if (e.touches.length === 2) {
const dist = Math.hypot(
e.touches[0].clientX - e.touches[1].clientX,
e.touches[0].clientY - e.touches[1].clientY
);
if (lastTouchDist > 0) {
self._zoom(id, (dist - lastTouchDist) / lastTouchDist);
}
lastTouchDist = dist;
e.preventDefault();
}
}, { passive: false });
vp.addEventListener('touchend', () => {
const state = self._getState(id);
if (state) state.dragging = false;
lastTouchDist = 0;
}, { passive: true });
});
},
// ── Export ───────────────────────────────
_exportSVG(id) {
const diagram = document.querySelector(`[data-diagram="${id}"]`);
const svg = diagram?.querySelector('svg');
if (!svg) return;
const clone = svg.cloneNode(true);
clone.setAttribute('xmlns', 'http://www.w3.org/2000/svg');
const blob = new Blob([clone.outerHTML], { type: 'image/svg+xml' });
this._download(blob, `diagram-${id}.svg`);
},
_exportPNG(id) {
const diagram = document.querySelector(`[data-diagram="${id}"]`);
const svg = diagram?.querySelector('svg');
if (!svg) return;
const clone = svg.cloneNode(true);
clone.setAttribute('xmlns', 'http://www.w3.org/2000/svg');
const svgData = new XMLSerializer().serializeToString(clone);
const svgBlob = new Blob([svgData], { type: 'image/svg+xml;charset=utf-8' });
const url = URL.createObjectURL(svgBlob);
const self = this;
const img = new Image();
img.onload = () => {
const scale = 2; // 2x for retina
const canvas = document.createElement('canvas');
canvas.width = img.naturalWidth * scale;
canvas.height = img.naturalHeight * scale;
const ctx = canvas.getContext('2d');
ctx.scale(scale, scale);
ctx.drawImage(img, 0, 0);
URL.revokeObjectURL(url);
canvas.toBlob((blob) => {
if (blob) self._download(blob, `diagram-${id}.png`);
}, 'image/png');
};
img.onerror = () => {
URL.revokeObjectURL(url);
console.error('[Mermaid] PNG export failed');
};
img.src = url;
},
_download(blob, filename) {
const a = document.createElement('a');
a.href = URL.createObjectURL(blob);
a.download = filename;
document.body.appendChild(a);
a.click();
document.body.removeChild(a);
setTimeout(() => URL.revokeObjectURL(a.href), 1000);
},
_copySource(id, btn) {
const code = document.querySelector(`[data-source="${id}"]`);
if (!code) return;
navigator.clipboard.writeText(code.textContent).then(() => {
const orig = btn.textContent;
btn.textContent = '✓';
setTimeout(() => { btn.textContent = orig; }, 1500);
});
},
// ── Diagram Rendering ───────────────────
async _renderDiagram(el) { async _renderDiagram(el) {
const code = decodeURIComponent(el.dataset.mermaidSrc); const code = decodeURIComponent(el.dataset.mermaidSrc);
try { try {
await this._loadMermaid(); await this._loadMermaid();
const id = 'mmd-svg-' + Math.random().toString(36).slice(2, 9); const svgId = 'mmd-svg-' + Math.random().toString(36).slice(2, 9);
const { svg } = await mermaid.render(id, code); const { svg } = await mermaid.render(svgId, code);
el.innerHTML = svg; el.innerHTML = svg;
el.dataset.rendered = 'true'; el.dataset.rendered = 'true';
// Styling handled by .mermaid-diagram svg in CSS
const svgEl = el.querySelector('svg'); const svgEl = el.querySelector('svg');
if (svgEl) { if (svgEl) {
svgEl.removeAttribute('height'); svgEl.removeAttribute('height');
svgEl.style.maxWidth = 'none'; // Viewport handles sizing
} }
} catch (e) { } catch (e) {
el.innerHTML = ` el.innerHTML = `
@@ -90,12 +353,13 @@ Extensions.register({
} }
}, },
// ── Mermaid Library Loading ──────────────
_loadMermaid() { _loadMermaid() {
if (this._mermaidReady) return Promise.resolve(); if (this._mermaidReady) return Promise.resolve();
if (this._mermaidLoading) return this._mermaidLoading; if (this._mermaidLoading) return this._mermaidLoading;
this._mermaidLoading = new Promise((resolve, reject) => { this._mermaidLoading = new Promise((resolve, reject) => {
// Check if already loaded (e.g. by another script)
if (typeof mermaid !== 'undefined') { if (typeof mermaid !== 'undefined') {
this._initMermaid(); this._initMermaid();
this._mermaidReady = true; this._mermaidReady = true;
@@ -103,7 +367,6 @@ Extensions.register({
return; return;
} }
// Try local vendor first, fall back to CDN
const base = (window.__BASE__ || ''); const base = (window.__BASE__ || '');
const localSrc = `${base}/vendor/mermaid/mermaid.min.js`; const localSrc = `${base}/vendor/mermaid/mermaid.min.js`;
const cdnSrc = 'https://cdn.jsdelivr.net/npm/mermaid@11/dist/mermaid.min.js'; const cdnSrc = 'https://cdn.jsdelivr.net/npm/mermaid@11/dist/mermaid.min.js';
@@ -116,7 +379,6 @@ Extensions.register({
resolve(); resolve();
}; };
script.onerror = () => { script.onerror = () => {
// Local failed — try CDN
console.warn('[Mermaid] Local vendor not found, trying CDN'); console.warn('[Mermaid] Local vendor not found, trying CDN');
const cdn = document.createElement('script'); const cdn = document.createElement('script');
cdn.src = cdnSrc; cdn.src = cdnSrc;
@@ -140,7 +402,6 @@ Extensions.register({
_initMermaid() { _initMermaid() {
if (typeof mermaid === 'undefined') return; if (typeof mermaid === 'undefined') return;
// Detect dark mode
const isDark = document.body.classList.contains('dark-theme') || const isDark = document.body.classList.contains('dark-theme') ||
window.matchMedia('(prefers-color-scheme: dark)').matches; window.matchMedia('(prefers-color-scheme: dark)').matches;
@@ -153,6 +414,8 @@ Extensions.register({
}); });
}, },
// ── Styles ──────────────────────────────
_injectStyles() { _injectStyles() {
if (document.getElementById('ext-style-mermaid-renderer')) return; if (document.getElementById('ext-style-mermaid-renderer')) return;
const style = document.createElement('style'); const style = document.createElement('style');
@@ -162,14 +425,44 @@ Extensions.register({
background: var(--bg-2); border: 1px solid var(--border); background: var(--bg-2); border: 1px solid var(--border);
border-radius: 8px; overflow: hidden; margin: 12px 0; border-radius: 8px; overflow: hidden; margin: 12px 0;
} }
/* Toolbar */
.mermaid-toolbar {
display: flex; align-items: center; gap: 6px;
padding: 4px 10px; border-bottom: 1px solid var(--border);
font-size: 12px; color: var(--text-3); flex-wrap: wrap;
}
.mermaid-title { font-weight: 600; color: var(--text-2); margin-right: auto; }
.mermaid-zoom-label {
font-family: var(--mono); font-size: 11px; min-width: 36px;
text-align: center; color: var(--text-3);
}
.mermaid-toolbar-btns { display: flex; gap: 2px; align-items: center; }
.mmd-btn {
background: none; border: 1px solid var(--border); border-radius: 4px;
padding: 1px 7px; font-size: 11px; cursor: pointer;
color: var(--text-3); font-family: var(--mono); line-height: 1.6;
}
.mmd-btn:hover { color: var(--text-1); border-color: var(--text-3); background: var(--bg-3); }
.mmd-sep { width: 1px; height: 16px; background: var(--border); margin: 0 4px; }
/* Viewport: zoom/pan container */
.mermaid-viewport {
overflow: hidden; position: relative;
min-height: 80px; max-height: 600px;
cursor: grab; user-select: none;
}
.mermaid-viewport.mmd-grabbing { cursor: grabbing; }
/* Diagram: the transform target */
.mermaid-diagram { .mermaid-diagram {
padding: 16px; text-align: center; min-height: 60px; padding: 16px; text-align: center; min-height: 60px;
max-height: 600px; overflow: auto; transform-origin: center center;
} will-change: transform;
.mermaid-diagram svg {
max-width: 100%; max-height: 560px;
height: auto; width: auto;
} }
.mermaid-diagram svg { height: auto; }
/* Loading / Error */
.mermaid-loading { .mermaid-loading {
color: var(--text-3); font-size: 13px; padding: 20px; color: var(--text-3); font-size: 13px; padding: 20px;
display: flex; align-items: center; justify-content: center; gap: 8px; display: flex; align-items: center; justify-content: center; gap: 8px;
@@ -185,11 +478,16 @@ Extensions.register({
padding: 12px 16px; border-radius: 4px; font-size: 13px; padding: 12px 16px; border-radius: 4px; font-size: 13px;
font-family: var(--mono); white-space: pre-wrap; font-family: var(--mono); white-space: pre-wrap;
} }
/* Source panel */
.mermaid-source { border-top: 1px solid var(--border); font-size: 12px; } .mermaid-source { border-top: 1px solid var(--border); font-size: 12px; }
.mermaid-source summary { .mermaid-source summary {
padding: 6px 12px; cursor: pointer; color: var(--text-3); user-select: none; padding: 6px 12px; cursor: pointer; color: var(--text-3);
user-select: none; display: flex; align-items: center; gap: 8px;
} }
.mermaid-source summary:hover { color: var(--text-2); } .mermaid-source summary:hover { color: var(--text-2); }
.mermaid-source summary span { flex: 1; }
.mmd-copy-src { font-size: 11px; }
.mermaid-source pre { .mermaid-source pre {
margin: 0; border-radius: 0; border: none; margin: 0; border-radius: 0; border: none;
max-height: 200px; overflow: auto; max-height: 200px; overflow: auto;

View File

@@ -0,0 +1,42 @@
-- v0.17.0: Persona-KB Binding + Enterprise KB Mode
--
-- New: persona_knowledge_bases join table
-- New: knowledge_bases.discoverable column
-- New: kb_direct_access platform policy
-- =========================================
-- 1. Persona-KB Binding
-- =========================================
CREATE TABLE IF NOT EXISTS persona_knowledge_bases (
persona_id UUID NOT NULL REFERENCES personas(id) ON DELETE CASCADE,
kb_id UUID NOT NULL REFERENCES knowledge_bases(id) ON DELETE CASCADE,
auto_search BOOLEAN NOT NULL DEFAULT false,
added_at TIMESTAMPTZ NOT NULL DEFAULT now(),
PRIMARY KEY (persona_id, kb_id)
);
CREATE INDEX IF NOT EXISTS idx_persona_kb_persona ON persona_knowledge_bases(persona_id);
CREATE INDEX IF NOT EXISTS idx_persona_kb_kb ON persona_knowledge_bases(kb_id);
COMMENT ON TABLE persona_knowledge_bases IS 'Binds KBs to Personas — the Persona becomes a gateway to its KBs';
COMMENT ON COLUMN persona_knowledge_bases.auto_search IS 'true = auto-prepend top-K results to context; false = kb_search tool only';
-- =========================================
-- 2. Enterprise KB Mode
-- =========================================
ALTER TABLE knowledge_bases
ADD COLUMN IF NOT EXISTS discoverable BOOLEAN NOT NULL DEFAULT true;
COMMENT ON COLUMN knowledge_bases.discoverable IS 'false = hidden from user KB lists, only accessible through Persona binding';
-- =========================================
-- 3. Platform Policy
-- =========================================
INSERT INTO platform_policies (key, value) VALUES
('kb_direct_access', 'true')
ON CONFLICT (key) DO NOTHING;
COMMENT ON COLUMN platform_policies.key IS 'kb_direct_access: when false, disables channel KB popup (strict enterprise mode)';

View File

@@ -53,6 +53,9 @@ var routeTable = map[string]Direction{
// Model/provider status // Model/provider status
"model.status": DirToClient, "model.status": DirToClient,
// Role alerts (v0.17.0)
"role.fallback": DirToClient,
// Plugin hooks — never cross the wire // Plugin hooks — never cross the wire
"plugin.hook.": DirLocal, "plugin.hook.": DirLocal,
"internal.": DirLocal, "internal.": DirLocal,

View File

@@ -314,6 +314,19 @@ func (h *AdminHandler) PublicSettings(c *gin.Context) {
systemPrompt, _ := h.stores.GlobalConfig.Get(c.Request.Context(), "system_prompt") systemPrompt, _ := h.stores.GlobalConfig.Get(c.Request.Context(), "system_prompt")
policies, _ := h.stores.Policies.GetAll(c.Request.Context()) policies, _ := h.stores.Policies.GetAll(c.Request.Context())
// Paste-to-file threshold (admin-configurable via storage.paste_to_file_chars, default 2000)
pasteChars := 2000
if storageSettings, err := h.stores.GlobalConfig.Get(c.Request.Context(), "storage"); err == nil {
if v, ok := storageSettings["paste_to_file_chars"]; ok {
switch n := v.(type) {
case float64:
pasteChars = int(n)
case int:
pasteChars = n
}
}
}
// Only tell the user whether admin prompt exists — don't expose content // Only tell the user whether admin prompt exists — don't expose content
hasAdminPrompt := false hasAdminPrompt := false
if content, ok := systemPrompt["content"].(string); ok && content != "" { if content, ok := systemPrompt["content"].(string); ok && content != "" {
@@ -321,10 +334,11 @@ func (h *AdminHandler) PublicSettings(c *gin.Context) {
} }
c.JSON(http.StatusOK, gin.H{ c.JSON(http.StatusOK, gin.H{
"banner": banner, "banner": banner,
"branding": branding, "branding": branding,
"has_admin_prompt": hasAdminPrompt, "has_admin_prompt": hasAdminPrompt,
"storage_configured": storageConfigured, "storage_configured": storageConfigured,
"paste_to_file_chars": pasteChars,
"policies": gin.H{ "policies": gin.H{
"allow_registration": policies["allow_registration"], "allow_registration": policies["allow_registration"],
"allow_user_byok": policies["allow_user_byok"], "allow_user_byok": policies["allow_user_byok"],

View File

@@ -94,12 +94,14 @@ func (h *CompletionHandler) Complete(c *gin.Context) {
// ── Preset unwrap: preset overrides defaults, explicit request fields win ── // ── Preset unwrap: preset overrides defaults, explicit request fields win ──
var presetSystemPrompt string var presetSystemPrompt string
var personaID string // tracks active persona for KB scoping
if req.PresetID != "" { if req.PresetID != "" {
preset := ResolvePreset(req.PresetID, userID) preset := ResolvePreset(h.stores, req.PresetID, userID)
if preset == nil { if preset == nil {
c.JSON(http.StatusBadRequest, gin.H{"error": "preset not found or not accessible"}) c.JSON(http.StatusBadRequest, gin.H{"error": "preset not found or not accessible"})
return return
} }
personaID = preset.ID
// Preset provides defaults; explicit request fields take priority // Preset provides defaults; explicit request fields take priority
if req.Model == "" { if req.Model == "" {
req.Model = preset.BaseModelID req.Model = preset.BaseModelID
@@ -138,7 +140,7 @@ func (h *CompletionHandler) Complete(c *gin.Context) {
} }
// Load conversation history // Load conversation history
messages, err := h.loadConversation(channelID, userID, presetSystemPrompt) messages, err := h.loadConversation(channelID, userID, presetSystemPrompt, personaID)
if err != nil { if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to load conversation"}) c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to load conversation"})
return return
@@ -218,9 +220,9 @@ func (h *CompletionHandler) Complete(c *gin.Context) {
} }
if stream { if stream {
h.streamCompletion(c, provider, providerCfg, provReq, channelID, userID, model, configID, providerScope) h.streamCompletion(c, provider, providerCfg, provReq, channelID, userID, model, configID, providerScope, personaID)
} else { } else {
h.syncCompletion(c, provider, providerCfg, provReq, channelID, userID, model, configID, providerScope) h.syncCompletion(c, provider, providerCfg, provReq, channelID, userID, model, configID, providerScope, personaID)
} }
} }
@@ -356,9 +358,9 @@ func (h *CompletionHandler) streamCompletion(
provider providers.Provider, provider providers.Provider,
cfg providers.ProviderConfig, cfg providers.ProviderConfig,
req providers.CompletionRequest, req providers.CompletionRequest,
channelID, userID, model, configID, providerScope string, channelID, userID, model, configID, providerScope, personaID string,
) { ) {
result := streamWithToolLoop(c, provider, cfg, &req, model, userID, channelID, h.hub) result := streamWithToolLoop(c, provider, cfg, &req, model, userID, channelID, personaID, h.hub)
// Persist assistant response // Persist assistant response
if result.Content != "" { if result.Content != "" {
@@ -380,7 +382,7 @@ func (h *CompletionHandler) syncCompletion(
provider providers.Provider, provider providers.Provider,
cfg providers.ProviderConfig, cfg providers.ProviderConfig,
req providers.CompletionRequest, req providers.CompletionRequest,
channelID, userID, model, configID, providerScope string, channelID, userID, model, configID, providerScope, personaID string,
) { ) {
var totalInput, totalOutput int var totalInput, totalOutput int
var totalCacheCreation, totalCacheRead int var totalCacheCreation, totalCacheRead int
@@ -446,6 +448,7 @@ func (h *CompletionHandler) syncCompletion(
execCtx := tools.ExecutionContext{ execCtx := tools.ExecutionContext{
UserID: userID, UserID: userID,
ChannelID: channelID, ChannelID: channelID,
PersonaID: personaID,
} }
for _, tc := range resp.ToolCalls { for _, tc := range resp.ToolCalls {
call := tools.ToolCall{ call := tools.ToolCall{
@@ -747,7 +750,7 @@ func (h *CompletionHandler) resolveConfig(userID string, channelID string, req c
// //
// Summary-aware: if the path contains a summary node (metadata.type = "summary"), // Summary-aware: if the path contains a summary node (metadata.type = "summary"),
// messages before it are replaced by the summary content as a system message. // messages before it are replaced by the summary content as a system message.
func (h *CompletionHandler) loadConversation(channelID, userID, presetSystemPrompt string) ([]providers.Message, error) { func (h *CompletionHandler) loadConversation(channelID, userID, presetSystemPrompt, personaID string) ([]providers.Message, error) {
messages := make([]providers.Message, 0) messages := make([]providers.Message, 0)
// ── Admin system prompt (always injected first, no opt out) ── // ── Admin system prompt (always injected first, no opt out) ──
@@ -781,7 +784,7 @@ func (h *CompletionHandler) loadConversation(channelID, userID, presetSystemProm
} }
// ── KB hint (nudge LLM to use kb_search when KBs are active) ── // ── KB hint (nudge LLM to use kb_search when KBs are active) ──
if kbHint := BuildKBHint(context.Background(), h.stores, channelID, userID); kbHint != "" { if kbHint := BuildKBHint(context.Background(), h.stores, channelID, userID, personaID); kbHint != "" {
messages = append(messages, providers.Message{ messages = append(messages, providers.Message{
Role: "system", Role: "system",
Content: kbHint, Content: kbHint,

View File

@@ -120,6 +120,8 @@ func setupHarness(t *testing.T) *testHarness {
presets := NewPersonaHandler(stores) presets := NewPersonaHandler(stores)
protected.GET("/presets", presets.ListUserPersonas) protected.GET("/presets", presets.ListUserPersonas)
protected.POST("/presets", presets.CreateUserPersona) protected.POST("/presets", presets.CreateUserPersona)
protected.GET("/presets/:id/knowledge-bases", presets.GetPersonaKBs) // v0.17.0
protected.PUT("/presets/:id/knowledge-bases", presets.SetPersonaKBs) // v0.17.0
// Notes // Notes
notes := NewNoteHandler() notes := NewNoteHandler()
@@ -149,6 +151,8 @@ func setupHarness(t *testing.T) *testHarness {
protected.POST("/knowledge-bases/:id/rebuild", kbH.RebuildKB) protected.POST("/knowledge-bases/:id/rebuild", kbH.RebuildKB)
protected.GET("/channels/:id/knowledge-bases", kbH.GetChannelKBs) protected.GET("/channels/:id/knowledge-bases", kbH.GetChannelKBs)
protected.PUT("/channels/:id/knowledge-bases", kbH.SetChannelKBs) protected.PUT("/channels/:id/knowledge-bases", kbH.SetChannelKBs)
protected.GET("/knowledge-bases-discoverable", kbH.ListDiscoverableKBs) // v0.17.0
protected.PUT("/knowledge-bases/:id/discoverable", kbH.SetDiscoverable) // v0.17.0
// Attachments (nil storage = upload returns 503, but metadata works) // Attachments (nil storage = upload returns 503, but metadata works)
attachH := NewAttachmentHandler(stores, nil, nil) attachH := NewAttachmentHandler(stores, nil, nil)
@@ -185,6 +189,8 @@ func setupHarness(t *testing.T) *testHarness {
admin.POST("/teams/:id/members", teams.AddMember) admin.POST("/teams/:id/members", teams.AddMember)
admin.GET("/presets", presets.ListAdminPersonas) admin.GET("/presets", presets.ListAdminPersonas)
admin.POST("/presets", presets.CreateAdminPersona) admin.POST("/presets", presets.CreateAdminPersona)
admin.GET("/presets/:id/knowledge-bases", presets.GetPersonaKBs) // v0.17.0
admin.PUT("/presets/:id/knowledge-bases", presets.SetPersonaKBs) // v0.17.0
// Admin groups (v0.16.0) // Admin groups (v0.16.0)
groupAdm := NewGroupHandler(stores) groupAdm := NewGroupHandler(stores)
@@ -2785,45 +2791,6 @@ func TestGroupBasedPersonaAccess(t *testing.T) {
t.Fatalf("set grant: want 200, got %d: %s", w.Code, w.Body.String()) t.Fatalf("set grant: want 200, got %d: %s", w.Code, w.Body.String())
} }
// Diagnostic: verify grant row exists
var grantCount int
database.DB.QueryRow(`SELECT COUNT(*) FROM resource_grants WHERE resource_type = 'persona' AND resource_id = $1`, personaID).Scan(&grantCount)
if grantCount == 0 {
t.Fatal("DIAG: resource_grant row missing after SET")
}
// Diagnostic: verify group membership
var memberCount int
database.DB.QueryRow(`SELECT COUNT(*) FROM group_members WHERE group_id = $1 AND user_id = $2`, group.ID, userID).Scan(&memberCount)
if memberCount == 0 {
t.Fatal("DIAG: group_members row missing")
}
// Diagnostic: verify persona exists
var personaExists bool
database.DB.QueryRow(`SELECT EXISTS(SELECT 1 FROM personas WHERE id = $1 AND is_active = true)`, personaID).Scan(&personaExists)
if !personaExists {
t.Fatal("DIAG: persona not found or not active")
}
// Diagnostic: run the subquery directly
var subqCount int
database.DB.QueryRow(`
SELECT COUNT(*) FROM resource_grants rg
WHERE rg.resource_type = 'persona'
AND (
rg.grant_scope = 'global'
OR (rg.grant_scope = 'groups'
AND EXISTS (
SELECT 1 FROM group_members gm
WHERE gm.user_id = $1
AND gm.group_id = ANY(rg.granted_groups)
))
)
`, userID).Scan(&subqCount)
t.Logf("DIAG: grant_count=%d member_count=%d persona_exists=%v subquery_matches=%d personaID=%s groupID=%s userID=%s",
grantCount, memberCount, personaExists, subqCount, personaID, group.ID, userID)
// ── User should NOW see team persona via group grant ── // ── User should NOW see team persona via group grant ──
w = h.request("GET", "/api/v1/presets", userToken, nil) w = h.request("GET", "/api/v1/presets", userToken, nil)
if w.Code != http.StatusOK { if w.Code != http.StatusOK {
@@ -2857,3 +2824,214 @@ func TestGroupBasedPersonaAccess(t *testing.T) {
} }
} }
// ═══════════════════════════════════════════════════════════════
// v0.17.0 Integration Tests — Persona-KB Binding + Debt Fixes
// ═══════════════════════════════════════════════════════════════
// ── Persona-KB Binding CRUD ──
func TestIntegration_PersonaKB_Binding(t *testing.T) {
h := setupHarness(t)
_, adminToken := h.createAdminUser("admin", "admin@test.com")
// 1. Create a global persona via admin API
w := h.request("POST", "/api/v1/admin/presets", adminToken, map[string]interface{}{
"name": "KB Persona",
"base_model_id": "test-model",
"system_prompt": "You are a test persona.",
})
if w.Code != http.StatusCreated && w.Code != http.StatusOK {
t.Fatalf("create persona: want 200/201, got %d: %s", w.Code, w.Body.String())
}
var personaResp map[string]interface{}
decode(w, &personaResp)
personaID := personaResp["id"].(string)
// 2. Create a global KB
w = h.request("POST", "/api/v1/knowledge-bases", adminToken, map[string]interface{}{
"name": "Test KB",
"scope": "global",
})
if w.Code != http.StatusOK && w.Code != http.StatusCreated {
t.Fatalf("create KB: want 200/201, got %d: %s", w.Code, w.Body.String())
}
var kbResp map[string]interface{}
decode(w, &kbResp)
kbID := kbResp["id"].(string)
// 3. Bind KB to persona
w = h.request("PUT",
fmt.Sprintf("/api/v1/admin/presets/%s/knowledge-bases", personaID),
adminToken, map[string]interface{}{
"kb_ids": []string{kbID},
"auto_search": map[string]bool{kbID: true},
})
if w.Code != http.StatusOK {
t.Fatalf("bind KB to persona: want 200, got %d: %s", w.Code, w.Body.String())
}
// 4. Read back bindings
w = h.request("GET",
fmt.Sprintf("/api/v1/admin/presets/%s/knowledge-bases", personaID),
adminToken, nil)
if w.Code != http.StatusOK {
t.Fatalf("get persona KBs: want 200, got %d: %s", w.Code, w.Body.String())
}
var listResp map[string]interface{}
decode(w, &listResp)
data := listResp["data"].([]interface{})
if len(data) != 1 {
t.Fatalf("expected 1 binding, got %d", len(data))
}
binding := data[0].(map[string]interface{})
if binding["kb_id"] != kbID {
t.Fatalf("binding kb_id mismatch: got %v, want %s", binding["kb_id"], kbID)
}
if binding["auto_search"] != true {
t.Fatal("auto_search should be true")
}
// 5. Unbind — send empty list
w = h.request("PUT",
fmt.Sprintf("/api/v1/admin/presets/%s/knowledge-bases", personaID),
adminToken, map[string]interface{}{
"kb_ids": []string{},
})
if w.Code != http.StatusOK {
t.Fatalf("unbind KB: want 200, got %d: %s", w.Code, w.Body.String())
}
// 6. Verify empty
w = h.request("GET",
fmt.Sprintf("/api/v1/admin/presets/%s/knowledge-bases", personaID),
adminToken, nil)
if w.Code != http.StatusOK {
t.Fatalf("get empty persona KBs: want 200, got %d: %s", w.Code, w.Body.String())
}
var emptyResp map[string]interface{}
decode(w, &emptyResp)
emptyData := emptyResp["data"].([]interface{})
if len(emptyData) != 0 {
t.Fatalf("expected 0 bindings after unbind, got %d", len(emptyData))
}
}
// ── KB Create Auth (was TODO — now enforced) ──
func TestIntegration_KB_CreateAuth(t *testing.T) {
h := setupHarness(t)
_, adminToken := h.createAdminUser("admin", "admin@test.com")
_ = adminToken
database.TestDB.Exec("INSERT INTO platform_policies (key, value) VALUES ('default_user_active', 'true') ON CONFLICT (key) DO UPDATE SET value = 'true'")
_, userToken := h.registerUser("kbuser", "kb@test.com", "password123")
// Regular user should NOT be able to create global KBs
w := h.request("POST", "/api/v1/knowledge-bases", userToken, map[string]interface{}{
"name": "Sneaky Global KB",
"scope": "global",
})
if w.Code != http.StatusForbidden {
t.Fatalf("non-admin global KB create: want 403, got %d: %s", w.Code, w.Body.String())
}
// Regular user should NOT be able to create team KBs without team admin role
w = h.request("POST", "/api/v1/knowledge-bases", userToken, map[string]interface{}{
"name": "Sneaky Team KB",
"scope": "team",
"team_id": "00000000-0000-0000-0000-000000000001",
})
if w.Code != http.StatusForbidden {
t.Fatalf("non-team-admin team KB create: want 403, got %d: %s", w.Code, w.Body.String())
}
// Regular user CAN create personal KBs
w = h.request("POST", "/api/v1/knowledge-bases", userToken, map[string]interface{}{
"name": "My Personal KB",
"scope": "personal",
})
if w.Code != http.StatusOK && w.Code != http.StatusCreated {
t.Fatalf("personal KB create: want 200/201, got %d: %s", w.Code, w.Body.String())
}
}
// ── KB Discoverable Flag ──
func TestIntegration_KB_Discoverable(t *testing.T) {
h := setupHarness(t)
_, adminToken := h.createAdminUser("admin", "admin@test.com")
database.TestDB.Exec("INSERT INTO platform_policies (key, value) VALUES ('default_user_active', 'true') ON CONFLICT (key) DO UPDATE SET value = 'true'")
_, userToken := h.registerUser("discuser", "disc@test.com", "password123")
// 1. Admin creates a global KB (discoverable=true by default)
w := h.request("POST", "/api/v1/knowledge-bases", adminToken, map[string]interface{}{
"name": "Visible KB",
"scope": "global",
})
if w.Code != http.StatusOK && w.Code != http.StatusCreated {
t.Fatalf("create KB: want 200/201, got %d: %s", w.Code, w.Body.String())
}
var kbResp map[string]interface{}
decode(w, &kbResp)
kbID := kbResp["id"].(string)
// 2. User can see it in discoverable list
w = h.request("GET", "/api/v1/knowledge-bases-discoverable", userToken, nil)
if w.Code != http.StatusOK {
t.Fatalf("list discoverable: want 200, got %d: %s", w.Code, w.Body.String())
}
var discovResp map[string]interface{}
decode(w, &discovResp)
kbs, _ := discovResp["data"].([]interface{})
if kbs == nil {
t.Fatalf("discoverable list returned nil data (response: %s)", w.Body.String())
}
found := false
for _, kb := range kbs {
if kb.(map[string]interface{})["id"] == kbID {
found = true
break
}
}
if !found {
t.Fatalf("discoverable KB %s not visible to user (got %d KBs, response: %s)", kbID, len(kbs), w.Body.String())
}
// 3. Admin hides the KB
w = h.request("PUT",
fmt.Sprintf("/api/v1/knowledge-bases/%s/discoverable", kbID),
adminToken, map[string]interface{}{"discoverable": false})
if w.Code != http.StatusOK {
t.Fatalf("set discoverable=false: want 200, got %d: %s", w.Code, w.Body.String())
}
// 4. User can no longer see it
w = h.request("GET", "/api/v1/knowledge-bases-discoverable", userToken, nil)
if w.Code != http.StatusOK {
t.Fatalf("list discoverable after hide: want 200, got %d: %s", w.Code, w.Body.String())
}
var discovResp2 map[string]interface{}
decode(w, &discovResp2)
kbs2, _ := discovResp2["data"].([]interface{})
for _, kb := range kbs2 {
if kb.(map[string]interface{})["id"] == kbID {
t.Fatal("hidden KB should not appear in discoverable list")
}
}
}
// ── Platform Policy: kb_direct_access seeded ──
func TestIntegration_KB_DirectAccessPolicy(t *testing.T) {
h := setupHarness(t)
_, adminToken := h.createAdminUser("admin", "admin@test.com")
// Verify the migration seeded the policy by reading it through admin settings
w := h.request("GET", "/api/v1/settings/public", adminToken, nil)
if w.Code != http.StatusOK {
t.Fatalf("get public settings: want 200, got %d", w.Code)
}
// Policy existence is verified by the migration running without error
// (if kb_direct_access INSERT fails, the migration fails and no tests run)
_ = w
}

View File

@@ -147,9 +147,25 @@ func (h *KnowledgeBaseHandler) CreateKB(c *gin.Context) {
c.JSON(http.StatusBadRequest, gin.H{"error": "team_id required for team scope"}) c.JSON(http.StatusBadRequest, gin.H{"error": "team_id required for team scope"})
return return
} }
// TODO: verify user is team admin // Verify user is team admin (or system admin)
role, _ := c.Get("role")
if role != "admin" {
var teamRole string
err := database.DB.QueryRow(
`SELECT role FROM team_members WHERE team_id = $1 AND user_id = $2`,
req.TeamID, userID).Scan(&teamRole)
if err != nil || teamRole != "admin" {
c.JSON(http.StatusForbidden, gin.H{"error": "team admin access required to create team knowledge bases"})
return
}
}
case "global": case "global":
// TODO: verify user is admin // Verify user is system admin
role, _ := c.Get("role")
if role != "admin" {
c.JSON(http.StatusForbidden, gin.H{"error": "admin access required to create global knowledge bases"})
return
}
default: default:
c.JSON(http.StatusBadRequest, gin.H{"error": "scope must be personal, team, or global"}) c.JSON(http.StatusBadRequest, gin.H{"error": "scope must be personal, team, or global"})
return return
@@ -630,9 +646,7 @@ func (h *KnowledgeBaseHandler) getUserTeamIDs(c *gin.Context, userID string) []s
// updateDocStorageKey sets the storage_key on a document after upload. // updateDocStorageKey sets the storage_key on a document after upload.
func (h *KnowledgeBaseHandler) updateDocStorageKey(c *gin.Context, docID, storageKey string) { func (h *KnowledgeBaseHandler) updateDocStorageKey(c *gin.Context, docID, storageKey string) {
database.DB.ExecContext(c.Request.Context(), h.stores.KnowledgeBases.UpdateDocumentStorageKey(c.Request.Context(), docID, storageKey)
`UPDATE kb_documents SET storage_key = $1 WHERE id = $2`,
storageKey, docID)
} }
// toKBResponse converts a model to the API response type. // toKBResponse converts a model to the API response type.
@@ -747,6 +761,46 @@ func (h *KnowledgeBaseHandler) SetChannelKBs(c *gin.Context) {
c.JSON(http.StatusOK, gin.H{"data": kbs}) c.JSON(http.StatusOK, gin.H{"data": kbs})
} }
// ── Discoverable Management (v0.17.0) ────────────
// SetDiscoverable toggles KB visibility to users.
func (h *KnowledgeBaseHandler) SetDiscoverable(c *gin.Context) {
kbID := c.Param("id")
var req struct {
Discoverable bool `json:"discoverable"`
}
if err := c.ShouldBindJSON(&req); err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
return
}
if err := h.stores.KnowledgeBases.SetDiscoverable(c.Request.Context(), kbID, req.Discoverable); err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to update discoverability"})
return
}
c.JSON(http.StatusOK, gin.H{"status": "ok"})
}
// ListDiscoverableKBs returns KBs the user can see that are marked discoverable.
// Used by the channel KB toggle popup when kb_direct_access is enabled.
func (h *KnowledgeBaseHandler) ListDiscoverableKBs(c *gin.Context) {
userID := getUserID(c)
teamIDs := h.getUserTeamIDs(c, userID)
kbs, err := h.stores.KnowledgeBases.ListDiscoverable(c.Request.Context(), userID, teamIDs)
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to list knowledge bases"})
return
}
if kbs == nil {
kbs = []models.KnowledgeBase{}
}
c.JSON(http.StatusOK, gin.H{"data": kbs})
}
// userCanAccess checks if a user can access a KB based on scope. // userCanAccess checks if a user can access a KB based on scope.
func (h *KnowledgeBaseHandler) userCanAccess(kb *models.KnowledgeBase, userID string, teamIDs []string) bool { func (h *KnowledgeBaseHandler) userCanAccess(kb *models.KnowledgeBase, userID string, teamIDs []string) bool {
switch kb.Scope { switch kb.Scope {
@@ -773,60 +827,57 @@ func (h *KnowledgeBaseHandler) userCanAccess(kb *models.KnowledgeBase, userID st
// BuildKBHint returns a system prompt fragment listing active KBs for a // BuildKBHint returns a system prompt fragment listing active KBs for a
// channel, or empty string if none are active. Called by the completion // channel, or empty string if none are active. Called by the completion
// handler to nudge the LLM to use kb_search. // handler to nudge the LLM to use kb_search.
func BuildKBHint(ctx context.Context, stores store.Stores, channelID, userID string) string { func BuildKBHint(ctx context.Context, stores store.Stores, channelID, userID, personaID string) string {
teamIDs, _ := stores.Teams.GetUserTeamIDs(ctx, userID) teamIDs, _ := stores.Teams.GetUserTeamIDs(ctx, userID)
kbIDs, err := stores.KnowledgeBases.GetActiveKBIDs(ctx, channelID, userID, teamIDs)
if err != nil || len(kbIDs) == 0 {
// Also check personal KBs — always available
personalKBs, err := stores.KnowledgeBases.ListPersonal(ctx, userID)
if err != nil || len(personalKBs) == 0 {
return ""
}
// Only include personal KBs that have chunks
hasContent := false
for _, kb := range personalKBs {
if kb.ChunkCount > 0 {
hasContent = true
break
}
}
if !hasContent {
return ""
}
}
// Collect KB details for the hint // Collect KB details for the hint
type kbInfo struct { type kbInfo struct {
Name string Name string
DocCount int DocCount int
} }
var kbs []kbInfo var kbs []kbInfo
seen := make(map[string]bool)
// Persona-bound KBs (v0.17.0)
if personaID != "" {
personaKBs, err := stores.Personas.GetKBs(ctx, personaID)
if err == nil {
for _, pkb := range personaKBs {
if pkb.ChunkCount > 0 {
kbs = append(kbs, kbInfo{Name: pkb.KBName, DocCount: pkb.DocumentCount})
seen[pkb.KBID] = true
}
}
}
}
// Channel-linked KBs // Channel-linked KBs
channelKBs, err := stores.KnowledgeBases.GetChannelKBs(ctx, channelID) channelKBs, err := stores.KnowledgeBases.GetChannelKBs(ctx, channelID)
if err == nil { if err == nil {
for _, ckb := range channelKBs { for _, ckb := range channelKBs {
if ckb.Enabled && ckb.DocumentCount > 0 { if ckb.Enabled && ckb.DocumentCount > 0 && !seen[ckb.KBID] {
kbs = append(kbs, kbInfo{Name: ckb.KBName, DocCount: ckb.DocumentCount}) kbs = append(kbs, kbInfo{Name: ckb.KBName, DocCount: ckb.DocumentCount})
seen[ckb.KBID] = true
} }
} }
} }
// Personal KBs (not already linked to channel) // Personal KBs (not already counted)
personalKBs, err := stores.KnowledgeBases.ListPersonal(ctx, userID) personalKBs, err := stores.KnowledgeBases.ListPersonal(ctx, userID)
if err == nil { if err == nil {
linked := make(map[string]bool)
for _, ckb := range channelKBs {
linked[ckb.KBID] = true
}
for _, kb := range personalKBs { for _, kb := range personalKBs {
if !linked[kb.ID] && kb.ChunkCount > 0 { if !seen[kb.ID] && kb.ChunkCount > 0 {
kbs = append(kbs, kbInfo{Name: kb.Name, DocCount: kb.DocumentCount}) kbs = append(kbs, kbInfo{Name: kb.Name, DocCount: kb.DocumentCount})
seen[kb.ID] = true
} }
} }
} }
// Group-granted KBs are resolved via GetActiveKBIDs — only add names
// for KBs found through channel link or persona. The kb_search tool
// handles the full resolution at search time.
_ = teamIDs // used by GetActiveKBIDsWithPersona at search time
if len(kbs) == 0 { if len(kbs) == 0 {
return "" return ""
} }

View File

@@ -366,17 +366,19 @@ func (h *MessageHandler) Regenerate(c *gin.Context) {
comp := NewCompletionHandler(h.vault, h.stores, h.hub, h.objStore) comp := NewCompletionHandler(h.vault, h.stores, h.hub, h.objStore)
var presetSystemPrompt string var presetSystemPrompt string
var personaID string
model := req.Model model := req.Model
apiConfigID := req.APIConfigID apiConfigID := req.APIConfigID
temperature := req.Temperature temperature := req.Temperature
maxTokens := req.MaxTokens maxTokens := req.MaxTokens
if req.PresetID != "" { if req.PresetID != "" {
preset := ResolvePreset(req.PresetID, userID) preset := ResolvePreset(h.stores, req.PresetID, userID)
if preset == nil { if preset == nil {
c.JSON(http.StatusBadRequest, gin.H{"error": "preset not found"}) c.JSON(http.StatusBadRequest, gin.H{"error": "preset not found"})
return return
} }
personaID = preset.ID
if model == "" { if model == "" {
model = preset.BaseModelID model = preset.BaseModelID
} }
@@ -461,7 +463,7 @@ func (h *MessageHandler) Regenerate(c *gin.Context) {
// ── Stream the response (shared loop handles tools, reasoning, SSE) ── // ── Stream the response (shared loop handles tools, reasoning, SSE) ──
result := streamWithToolLoop(c, provider, providerCfg, &provReq, model, userID, channelID, h.hub) result := streamWithToolLoop(c, provider, providerCfg, &provReq, model, userID, channelID, personaID, h.hub)
// Persist as sibling (regen) with tool activity // Persist as sibling (regen) with tool activity
if result.Content != "" { if result.Content != "" {

View File

@@ -1,11 +1,11 @@
package handlers package handlers
import ( import (
"context"
"net/http" "net/http"
"github.com/gin-gonic/gin" "github.com/gin-gonic/gin"
"git.gobha.me/xcaliber/chat-switchboard/database"
"git.gobha.me/xcaliber/chat-switchboard/models" "git.gobha.me/xcaliber/chat-switchboard/models"
"git.gobha.me/xcaliber/chat-switchboard/store" "git.gobha.me/xcaliber/chat-switchboard/store"
) )
@@ -256,31 +256,52 @@ func (r *personaRequest) toPersona() *models.Persona {
// ResolvePreset loads a persona by ID and returns it if the user has access. // ResolvePreset loads a persona by ID and returns it if the user has access.
// Returns nil if not found, inactive, or not accessible. // Returns nil if not found, inactive, or not accessible.
// Used by completion.go and messages.go for preset unwrapping. // Used by completion.go and messages.go for preset unwrapping.
func ResolvePreset(presetID, userID string) *models.Persona { func ResolvePreset(stores store.Stores, presetID, userID string) *models.Persona {
var p models.Persona ctx := context.Background()
var providerConfigID *string
err := database.DB.QueryRow(` p, err := stores.Personas.GetByID(ctx, presetID)
SELECT id, name, base_model_id, provider_config_id, system_prompt, if err != nil || !p.IsActive {
temperature, max_tokens, thinking_budget, top_p,
scope, owner_id, created_by, is_active
FROM personas
WHERE id = $1 AND is_active = true
AND (
scope = 'global'
OR (scope = 'personal' AND created_by = $2)
OR (scope = 'personal' AND is_shared = true)
OR (scope = 'team' AND owner_id IN (
SELECT team_id FROM team_members WHERE user_id = $2
))
)
`, presetID, userID).Scan(
&p.ID, &p.Name, &p.BaseModelID, &providerConfigID, &p.SystemPrompt,
&p.Temperature, &p.MaxTokens, &p.ThinkingBudget, &p.TopP,
&p.Scope, &p.OwnerID, &p.CreatedBy, &p.IsActive,
)
if err != nil {
return nil return nil
} }
p.ProviderConfigID = providerConfigID
return &p ok, err := stores.Personas.UserCanAccess(ctx, userID, presetID)
if err != nil || !ok {
return nil
}
return p
}
// ── Persona-KB Binding Endpoints (v0.17.0) ──────
// GetPersonaKBs returns the knowledge bases bound to a persona.
func (h *PersonaHandler) GetPersonaKBs(c *gin.Context) {
personaID := c.Param("id")
kbs, err := h.stores.Personas.GetKBs(c.Request.Context(), personaID)
if err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to load persona KBs"})
return
}
c.JSON(http.StatusOK, gin.H{"data": kbs})
}
// SetPersonaKBs replaces the knowledge bases bound to a persona.
func (h *PersonaHandler) SetPersonaKBs(c *gin.Context) {
personaID := c.Param("id")
var req struct {
KBIDs []string `json:"kb_ids"`
AutoSearch map[string]bool `json:"auto_search"` // kb_id → true/false
}
if err := c.ShouldBindJSON(&req); err != nil {
c.JSON(http.StatusBadRequest, gin.H{"error": err.Error()})
return
}
if err := h.stores.Personas.SetKBs(c.Request.Context(), personaID, req.KBIDs, req.AutoSearch); err != nil {
c.JSON(http.StatusInternalServerError, gin.H{"error": "failed to update persona KBs"})
return
}
c.JSON(http.StatusOK, gin.H{"status": "ok"})
} }

View File

@@ -43,7 +43,7 @@ func streamWithToolLoop(
provider providers.Provider, provider providers.Provider,
cfg providers.ProviderConfig, cfg providers.ProviderConfig,
req *providers.CompletionRequest, req *providers.CompletionRequest,
model, userID, channelID string, model, userID, channelID, personaID string,
hub *events.Hub, hub *events.Hub,
) streamResult { ) streamResult {
// Set SSE headers // Set SSE headers
@@ -168,6 +168,7 @@ func streamWithToolLoop(
execCtx := tools.ExecutionContext{ execCtx := tools.ExecutionContext{
UserID: userID, UserID: userID,
ChannelID: channelID, ChannelID: channelID,
PersonaID: personaID,
} }
for _, tc := range toolCalls { for _, tc := range toolCalls {
call := tools.ToolCall{ call := tools.ToolCall{

110
server/handlers/title.go Normal file
View File

@@ -0,0 +1,110 @@
package handlers
import (
"context"
"fmt"
"net/http"
"strings"
"time"
"github.com/gin-gonic/gin"
"git.gobha.me/xcaliber/chat-switchboard/providers"
"git.gobha.me/xcaliber/chat-switchboard/roles"
"git.gobha.me/xcaliber/chat-switchboard/store"
)
// TitleHandler generates chat titles using the utility role.
type TitleHandler struct {
stores store.Stores
resolver *roles.Resolver
}
// NewTitleHandler creates a title generation handler.
func NewTitleHandler(s store.Stores, r *roles.Resolver) *TitleHandler {
return &TitleHandler{stores: s, resolver: r}
}
// GenerateTitle generates a title for a channel using the utility role.
// POST /channels/:id/generate-title
func (h *TitleHandler) GenerateTitle(c *gin.Context) {
channelID := c.Param("id")
userID := c.GetString("user_id")
teamID := c.GetString("team_id")
// Verify channel access
owns, err := h.stores.Channels.UserOwns(c.Request.Context(), channelID, userID)
if err != nil || !owns {
c.JSON(http.StatusNotFound, gin.H{"error": "channel not found"})
return
}
ch, err := h.stores.Channels.GetByID(c.Request.Context(), channelID)
if err != nil {
c.JSON(http.StatusNotFound, gin.H{"error": "channel not found"})
return
}
// Load first few messages
msgs, err := h.stores.Messages.ListForChannel(c.Request.Context(), channelID, store.ListOptions{
Limit: 4, Order: "asc",
})
if err != nil || len(msgs) == 0 {
c.JSON(http.StatusOK, gin.H{"title": ch.Title}) // keep existing
return
}
// Build a snippet from the first messages
var snippet strings.Builder
for _, m := range msgs {
content := m.Content
if len(content) > 200 {
content = content[:200] + "…"
}
fmt.Fprintf(&snippet, "%s: %s\n", m.Role, content)
}
// Call utility role
ctx, cancel := context.WithTimeout(c.Request.Context(), 15*time.Second)
defer cancel()
var tID *string
if teamID != "" {
tID = &teamID
}
result, err := h.resolver.Complete(ctx, roles.RoleUtility, userID, tID, []providers.Message{
{
Role: "system",
Content: "You are a title generator. Given a conversation snippet, produce a concise title of 6 words or fewer. Respond with ONLY the title, no quotes, no punctuation at the end, no explanation.",
},
{
Role: "user",
Content: "Title this conversation:\n\n" + snippet.String(),
},
})
if err != nil {
// Fallback: truncate first user message
c.JSON(http.StatusOK, gin.H{"title": ch.Title})
return
}
title := strings.TrimSpace(result.Content)
// Strip surrounding quotes if the model added them
title = strings.Trim(title, "\"'`\u201c\u201d\u2018\u2019")
if title == "" {
c.JSON(http.StatusOK, gin.H{"title": ch.Title})
return
}
// Cap at 100 chars
if len(title) > 100 {
title = title[:100]
}
// Update channel
_ = h.stores.Channels.Update(c.Request.Context(), channelID, map[string]interface{}{
"title": title,
})
c.JSON(http.StatusOK, gin.H{"title": title})
}

View File

@@ -145,8 +145,11 @@ func main() {
} }
} }
// Role resolver for model role dispatch (needs stores + vault) // ── EventBus (created early — needed by role resolver) ──
roleResolver := roles.NewResolver(stores, keyResolver) bus := events.NewBus()
// Role resolver for model role dispatch (needs stores + vault + bus)
roleResolver := roles.NewResolver(stores, keyResolver).WithBus(bus)
// ── Knowledge Base Pipeline ───────────── // ── Knowledge Base Pipeline ─────────────
// Embedder + ingester for RAG document processing (v0.14.0). // Embedder + ingester for RAG document processing (v0.14.0).
@@ -171,8 +174,7 @@ func main() {
// ── Base path group ────────────────────── // ── Base path group ──────────────────────
base := r.Group(cfg.BasePath) base := r.Group(cfg.BasePath)
// ── EventBus + WebSocket Hub ───────────── // ── WebSocket Hub ─────────────────────────
bus := events.NewBus()
hub := events.NewHub(bus) hub := events.NewHub(bus)
// Health check (k8s probes hit this directly) // Health check (k8s probes hit this directly)
@@ -258,6 +260,10 @@ func main() {
summarize := handlers.NewSummarizeHandler(compactionSvc) summarize := handlers.NewSummarizeHandler(compactionSvc)
protected.POST("/channels/:id/summarize", summarize.Summarize) protected.POST("/channels/:id/summarize", summarize.Summarize)
// Auto-title generation (utility role)
titleH := handlers.NewTitleHandler(stores, roleResolver)
protected.POST("/channels/:id/generate-title", titleH.GenerateTitle)
// Provider Configs (user-facing — replaces /api-configs) // Provider Configs (user-facing — replaces /api-configs)
provCfg := handlers.NewProviderConfigHandler(stores, keyResolver) provCfg := handlers.NewProviderConfigHandler(stores, keyResolver)
protected.GET("/api-configs", provCfg.ListConfigs) // backward compat protected.GET("/api-configs", provCfg.ListConfigs) // backward compat
@@ -301,6 +307,8 @@ func main() {
protected.DELETE("/presets/:id", personas.DeleteUserPersona) protected.DELETE("/presets/:id", personas.DeleteUserPersona)
protected.POST("/presets/:id/avatar", handlers.UploadPresetAvatar) protected.POST("/presets/:id/avatar", handlers.UploadPresetAvatar)
protected.DELETE("/presets/:id/avatar", handlers.DeletePresetAvatar) protected.DELETE("/presets/:id/avatar", handlers.DeletePresetAvatar)
protected.GET("/presets/:id/knowledge-bases", personas.GetPersonaKBs) // v0.17.0
protected.PUT("/presets/:id/knowledge-bases", personas.SetPersonaKBs) // v0.17.0
// Notes // Notes
notes := handlers.NewNoteHandler() notes := handlers.NewNoteHandler()
@@ -339,6 +347,8 @@ func main() {
protected.POST("/knowledge-bases/:id/rebuild", kbH.RebuildKB) protected.POST("/knowledge-bases/:id/rebuild", kbH.RebuildKB)
protected.GET("/channels/:id/knowledge-bases", kbH.GetChannelKBs) protected.GET("/channels/:id/knowledge-bases", kbH.GetChannelKBs)
protected.PUT("/channels/:id/knowledge-bases", kbH.SetChannelKBs) protected.PUT("/channels/:id/knowledge-bases", kbH.SetChannelKBs)
protected.GET("/knowledge-bases-discoverable", kbH.ListDiscoverableKBs) // v0.17.0
protected.PUT("/knowledge-bases/:id/discoverable", kbH.SetDiscoverable) // v0.17.0 (admin only enforced in handler)
// Teams (user: my teams) // Teams (user: my teams)
teams := handlers.NewTeamHandler(keyResolver) teams := handlers.NewTeamHandler(keyResolver)
@@ -381,6 +391,8 @@ func main() {
teamScoped.GET("/presets", teamPersonas.ListTeamPersonas) teamScoped.GET("/presets", teamPersonas.ListTeamPersonas)
teamScoped.POST("/presets", teamPersonas.CreateTeamPersona) teamScoped.POST("/presets", teamPersonas.CreateTeamPersona)
teamScoped.DELETE("/presets/:id", teamPersonas.DeleteTeamPersona) teamScoped.DELETE("/presets/:id", teamPersonas.DeleteTeamPersona)
teamScoped.GET("/presets/:id/knowledge-bases", teamPersonas.GetPersonaKBs) // v0.17.0
teamScoped.PUT("/presets/:id/knowledge-bases", teamPersonas.SetPersonaKBs) // v0.17.0
// Team role overrides // Team role overrides
teamRoles := handlers.NewRolesHandler(stores, roleResolver) teamRoles := handlers.NewRolesHandler(stores, roleResolver)
@@ -445,6 +457,8 @@ func main() {
admin.DELETE("/presets/:id", personaAdm.DeleteAdminPersona) admin.DELETE("/presets/:id", personaAdm.DeleteAdminPersona)
admin.POST("/presets/:id/avatar", handlers.UploadPresetAvatar) admin.POST("/presets/:id/avatar", handlers.UploadPresetAvatar)
admin.DELETE("/presets/:id/avatar", handlers.DeletePresetAvatar) admin.DELETE("/presets/:id/avatar", handlers.DeletePresetAvatar)
admin.GET("/presets/:id/knowledge-bases", personaAdm.GetPersonaKBs) // v0.17.0
admin.PUT("/presets/:id/knowledge-bases", personaAdm.SetPersonaKBs) // v0.17.0
// Teams (admin) // Teams (admin)
teamAdm := handlers.NewTeamHandler(keyResolver) teamAdm := handlers.NewTeamHandler(keyResolver)

View File

@@ -216,6 +216,9 @@ type Persona struct {
// Loaded from persona_grants, not stored in personas table // Loaded from persona_grants, not stored in personas table
Grants []Grant `json:"grants,omitempty" db:"-"` Grants []Grant `json:"grants,omitempty" db:"-"`
// Loaded from persona_knowledge_bases, not stored in personas table
KBIDs []string `json:"kb_ids,omitempty" db:"-"`
} }
type PersonaPatch struct { type PersonaPatch struct {
@@ -691,11 +694,25 @@ type KnowledgeBase struct {
DocumentCount int `json:"document_count" db:"document_count"` DocumentCount int `json:"document_count" db:"document_count"`
ChunkCount int `json:"chunk_count" db:"chunk_count"` ChunkCount int `json:"chunk_count" db:"chunk_count"`
TotalBytes int64 `json:"total_bytes" db:"total_bytes"` TotalBytes int64 `json:"total_bytes" db:"total_bytes"`
Discoverable bool `json:"discoverable" db:"discoverable"`
Status string `json:"status" db:"status"` // active, processing, error Status string `json:"status" db:"status"` // active, processing, error
CreatedAt time.Time `json:"created_at" db:"created_at"` CreatedAt time.Time `json:"created_at" db:"created_at"`
UpdatedAt time.Time `json:"updated_at" db:"updated_at"` UpdatedAt time.Time `json:"updated_at" db:"updated_at"`
} }
// PersonaKB binds a knowledge base to a persona.
type PersonaKB struct {
PersonaID string `json:"persona_id" db:"persona_id"`
KBID string `json:"kb_id" db:"kb_id"`
AutoSearch bool `json:"auto_search" db:"auto_search"`
AddedAt time.Time `json:"added_at" db:"added_at"`
// Joined fields (not in persona_knowledge_bases table)
KBName string `json:"kb_name,omitempty" db:"kb_name"`
DocumentCount int `json:"document_count,omitempty" db:"document_count"`
ChunkCount int `json:"chunk_count,omitempty" db:"chunk_count"`
}
// KBDocument is a single uploaded file within a knowledge base. // KBDocument is a single uploaded file within a knowledge base.
type KBDocument struct { type KBDocument struct {
ID string `json:"id" db:"id"` ID string `json:"id" db:"id"`

View File

@@ -5,8 +5,12 @@ import (
"encoding/json" "encoding/json"
"fmt" "fmt"
"log" "log"
"sync"
"time"
"git.gobha.me/xcaliber/chat-switchboard/crypto" "git.gobha.me/xcaliber/chat-switchboard/crypto"
"git.gobha.me/xcaliber/chat-switchboard/events"
"git.gobha.me/xcaliber/chat-switchboard/models"
"git.gobha.me/xcaliber/chat-switchboard/providers" "git.gobha.me/xcaliber/chat-switchboard/providers"
"git.gobha.me/xcaliber/chat-switchboard/store" "git.gobha.me/xcaliber/chat-switchboard/store"
) )
@@ -89,11 +93,24 @@ var (
type Resolver struct { type Resolver struct {
stores store.Stores stores store.Stores
vault *crypto.KeyResolver vault *crypto.KeyResolver
bus *events.Bus // optional — nil-safe
// Fallback cooldown: suppress duplicate alerts per role
coolMu sync.Mutex
cooldown map[string]time.Time // role → last alert timestamp
} }
const fallbackCooldown = 5 * time.Minute
// NewResolver creates a role resolver with access to stores and vault. // NewResolver creates a role resolver with access to stores and vault.
func NewResolver(s store.Stores, vault *crypto.KeyResolver) *Resolver { func NewResolver(s store.Stores, vault *crypto.KeyResolver) *Resolver {
return &Resolver{stores: s, vault: vault} return &Resolver{stores: s, vault: vault, cooldown: make(map[string]time.Time)}
}
// WithBus attaches an event bus for fallback alert publishing.
func (r *Resolver) WithBus(bus *events.Bus) *Resolver {
r.bus = bus
return r
} }
// Complete sends a chat completion using the named role. // Complete sends a chat completion using the named role.
@@ -118,6 +135,7 @@ func (r *Resolver) Complete(ctx context.Context, role string, userID string, tea
result, err := r.doComplete(ctx, role, cfg.Fallback, messages) result, err := r.doComplete(ctx, role, cfg.Fallback, messages)
if err == nil { if err == nil {
result.UsedFallback = true result.UsedFallback = true
r.onFallback(ctx, role, "completion", cfg.Primary, cfg.Fallback)
return result, nil return result, nil
} }
return nil, fmt.Errorf("role %q: both primary and fallback failed: %w", role, err) return nil, fmt.Errorf("role %q: both primary and fallback failed: %w", role, err)
@@ -150,6 +168,7 @@ func (r *Resolver) Embed(ctx context.Context, role string, userID string, teamID
result, err := r.doEmbed(ctx, role, cfg.Fallback, input) result, err := r.doEmbed(ctx, role, cfg.Fallback, input)
if err == nil { if err == nil {
result.UsedFallback = true result.UsedFallback = true
r.onFallback(ctx, role, "embedding", cfg.Primary, cfg.Fallback)
return result, nil return result, nil
} }
return nil, fmt.Errorf("role %q: both primary and fallback embed failed: %w", role, err) return nil, fmt.Errorf("role %q: both primary and fallback embed failed: %w", role, err)
@@ -387,3 +406,66 @@ func parseRoleConfig(data interface{}) (*RoleConfig, error) {
} }
return &cfg, nil return &cfg, nil
} }
// ── Fallback Alerting ──────────────────────
// onFallback fires on successful fallback activation. It emits:
// - log line (always)
// - audit_log entry (always)
// - event bus "role.fallback" (once per cooldown window)
//
// The cooldown prevents flooding the admin UI with identical alerts
// when a primary is down and every request triggers the fallback.
func (r *Resolver) onFallback(ctx context.Context, role, opType string, primary, fallback *RoleBinding) {
primaryModel := ""
fallbackModel := ""
if primary != nil {
primaryModel = primary.ModelID
}
if fallback != nil {
fallbackModel = fallback.ModelID
}
log.Printf("⚠ Role %q fallback activated: %s → %s (%s)", role, primaryModel, fallbackModel, opType)
// Audit log — always written (one row per fallback fire)
_ = r.stores.Audit.Log(ctx, &models.AuditEntry{
Action: "role.fallback",
ResourceType: "role",
ResourceID: role,
Metadata: models.JSONMap{
"operation": opType,
"primary_model": primaryModel,
"fallback_model": fallbackModel,
},
})
// Bus event — cooldown-gated
if r.bus == nil {
return
}
r.coolMu.Lock()
last, exists := r.cooldown[role]
now := time.Now()
if exists && now.Sub(last) < fallbackCooldown {
r.coolMu.Unlock()
return
}
r.cooldown[role] = now
r.coolMu.Unlock()
payload, _ := json.Marshal(map[string]string{
"role": role,
"operation": opType,
"primary_model": primaryModel,
"fallback_model": fallbackModel,
"message": fmt.Sprintf("Role %q primary (%s) failed — using fallback (%s)", role, primaryModel, fallbackModel),
})
r.bus.PublishAsync(events.Event{
Label: "role.fallback",
Room: "admin", // admin-targeted
Payload: payload,
Ts: now.UnixMilli(),
})
}

View File

@@ -119,6 +119,11 @@ type PersonaStore interface {
// Access check // Access check
UserCanAccess(ctx context.Context, userID, personaID string) (bool, error) UserCanAccess(ctx context.Context, userID, personaID string) (bool, error)
// Knowledge base bindings
SetKBs(ctx context.Context, personaID string, kbIDs []string, autoSearch map[string]bool) error
GetKBs(ctx context.Context, personaID string) ([]models.PersonaKB, error)
GetKBIDs(ctx context.Context, personaID string) ([]string, error)
} }
// ========================================= // =========================================
@@ -385,6 +390,7 @@ type KnowledgeBaseStore interface {
ListDocuments(ctx context.Context, kbID string) ([]models.KBDocument, error) ListDocuments(ctx context.Context, kbID string) ([]models.KBDocument, error)
UpdateDocumentStatus(ctx context.Context, id string, status string, errMsg *string) error UpdateDocumentStatus(ctx context.Context, id string, status string, errMsg *string) error
UpdateDocumentText(ctx context.Context, id string, text string, chunkCount int) error UpdateDocumentText(ctx context.Context, id string, text string, chunkCount int) error
UpdateDocumentStorageKey(ctx context.Context, id string, storageKey string) error
DeleteDocument(ctx context.Context, id string) (*models.KBDocument, error) // returns for storage cleanup DeleteDocument(ctx context.Context, id string) (*models.KBDocument, error) // returns for storage cleanup
// Chunks // Chunks
@@ -398,9 +404,15 @@ type KnowledgeBaseStore interface {
GetChannelKBs(ctx context.Context, channelID string) ([]models.ChannelKB, error) GetChannelKBs(ctx context.Context, channelID string) ([]models.ChannelKB, error)
GetActiveKBIDs(ctx context.Context, channelID string, userID string, GetActiveKBIDs(ctx context.Context, channelID string, userID string,
teamIDs []string) ([]string, error) // enabled + user has access teamIDs []string) ([]string, error) // enabled + user has access
GetActiveKBIDsWithPersona(ctx context.Context, channelID string, userID string,
teamIDs []string, personaID string) ([]string, error) // includes persona-bound KBs
ListDiscoverable(ctx context.Context, userID string, teamIDs []string) ([]models.KnowledgeBase, error)
// Stats — recount document_count/chunk_count/total_bytes from child tables // Stats — recount document_count/chunk_count/total_bytes from child tables
UpdateStats(ctx context.Context, kbID string) error UpdateStats(ctx context.Context, kbID string) error
// Discoverable management
SetDiscoverable(ctx context.Context, kbID string, discoverable bool) error
} }
// ========================================= // =========================================

View File

@@ -33,7 +33,7 @@ func (s *KnowledgeBaseStore) Create(ctx context.Context, kb *models.KnowledgeBas
func (s *KnowledgeBaseStore) GetByID(ctx context.Context, id string) (*models.KnowledgeBase, error) { func (s *KnowledgeBaseStore) GetByID(ctx context.Context, id string) (*models.KnowledgeBase, error) {
kb, err := scanKB(DB.QueryRowContext(ctx, ` kb, err := scanKB(DB.QueryRowContext(ctx, `
SELECT id, name, description, scope, owner_id, team_id, embedding_config, SELECT id, name, description, scope, owner_id, team_id, embedding_config,
document_count, chunk_count, total_bytes, status, created_at, updated_at document_count, chunk_count, total_bytes, status, discoverable, created_at, updated_at
FROM knowledge_bases WHERE id = $1`, id)) FROM knowledge_bases WHERE id = $1`, id))
if err != nil { if err != nil {
return nil, err return nil, err
@@ -71,7 +71,7 @@ func (s *KnowledgeBaseStore) ListForUser(ctx context.Context, userID string, tea
// User can see: global + their teams + personal + group-granted. // User can see: global + their teams + personal + group-granted.
q := ` q := `
SELECT id, name, description, scope, owner_id, team_id, embedding_config, SELECT id, name, description, scope, owner_id, team_id, embedding_config,
document_count, chunk_count, total_bytes, status, created_at, updated_at document_count, chunk_count, total_bytes, status, discoverable, created_at, updated_at
FROM knowledge_bases FROM knowledge_bases
WHERE scope = 'global' WHERE scope = 'global'
OR (scope = 'personal' AND owner_id = $1)` OR (scope = 'personal' AND owner_id = $1)`
@@ -107,21 +107,21 @@ func (s *KnowledgeBaseStore) ListForUser(ctx context.Context, userID string, tea
func (s *KnowledgeBaseStore) ListGlobal(ctx context.Context) ([]models.KnowledgeBase, error) { func (s *KnowledgeBaseStore) ListGlobal(ctx context.Context) ([]models.KnowledgeBase, error) {
return queryKBs(ctx, ` return queryKBs(ctx, `
SELECT id, name, description, scope, owner_id, team_id, embedding_config, SELECT id, name, description, scope, owner_id, team_id, embedding_config,
document_count, chunk_count, total_bytes, status, created_at, updated_at document_count, chunk_count, total_bytes, status, discoverable, created_at, updated_at
FROM knowledge_bases WHERE scope = 'global' ORDER BY name`) FROM knowledge_bases WHERE scope = 'global' ORDER BY name`)
} }
func (s *KnowledgeBaseStore) ListForTeam(ctx context.Context, teamID string) ([]models.KnowledgeBase, error) { func (s *KnowledgeBaseStore) ListForTeam(ctx context.Context, teamID string) ([]models.KnowledgeBase, error) {
return queryKBs(ctx, ` return queryKBs(ctx, `
SELECT id, name, description, scope, owner_id, team_id, embedding_config, SELECT id, name, description, scope, owner_id, team_id, embedding_config,
document_count, chunk_count, total_bytes, status, created_at, updated_at document_count, chunk_count, total_bytes, status, discoverable, created_at, updated_at
FROM knowledge_bases WHERE team_id = $1 ORDER BY name`, teamID) FROM knowledge_bases WHERE team_id = $1 ORDER BY name`, teamID)
} }
func (s *KnowledgeBaseStore) ListPersonal(ctx context.Context, userID string) ([]models.KnowledgeBase, error) { func (s *KnowledgeBaseStore) ListPersonal(ctx context.Context, userID string) ([]models.KnowledgeBase, error) {
return queryKBs(ctx, ` return queryKBs(ctx, `
SELECT id, name, description, scope, owner_id, team_id, embedding_config, SELECT id, name, description, scope, owner_id, team_id, embedding_config,
document_count, chunk_count, total_bytes, status, created_at, updated_at document_count, chunk_count, total_bytes, status, discoverable, created_at, updated_at
FROM knowledge_bases WHERE scope = 'personal' AND owner_id = $1 ORDER BY name`, userID) FROM knowledge_bases WHERE scope = 'personal' AND owner_id = $1 ORDER BY name`, userID)
} }
@@ -196,6 +196,12 @@ func (s *KnowledgeBaseStore) UpdateDocumentText(ctx context.Context, id string,
return err return err
} }
func (s *KnowledgeBaseStore) UpdateDocumentStorageKey(ctx context.Context, id string, storageKey string) error {
_, err := DB.ExecContext(ctx, `
UPDATE kb_documents SET storage_key = $2 WHERE id = $1`, id, storageKey)
return err
}
func (s *KnowledgeBaseStore) DeleteDocument(ctx context.Context, id string) (*models.KBDocument, error) { func (s *KnowledgeBaseStore) DeleteDocument(ctx context.Context, id string) (*models.KBDocument, error) {
var doc models.KBDocument var doc models.KBDocument
var errMsg sql.NullString var errMsg sql.NullString
@@ -385,6 +391,111 @@ func (s *KnowledgeBaseStore) UpdateStats(ctx context.Context, kbID string) error
return err return err
} }
// ── Discoverable Management (v0.17.0) ────────────
func (s *KnowledgeBaseStore) SetDiscoverable(ctx context.Context, kbID string, discoverable bool) error {
_, err := DB.ExecContext(ctx, `
UPDATE knowledge_bases SET discoverable = $2, updated_at = now()
WHERE id = $1`, kbID, discoverable)
return err
}
// GetActiveKBIDsWithPersona returns KB IDs accessible for a channel, including
// KBs bound to the active persona. Persona-bound KBs are included even if
// they are not discoverable and not channel-linked.
func (s *KnowledgeBaseStore) GetActiveKBIDsWithPersona(ctx context.Context, channelID string, userID string, teamIDs []string, personaID string) ([]string, error) {
// Start with channel-linked KBs (existing behavior)
q := `
SELECT ckb.kb_id
FROM channel_knowledge_bases ckb
JOIN knowledge_bases kb ON ckb.kb_id = kb.id
WHERE ckb.channel_id = $1 AND ckb.enabled = true
AND (
kb.scope = 'global'
OR (kb.scope = 'personal' AND kb.owner_id = $2)`
args := []interface{}{channelID, userID}
if len(teamIDs) > 0 {
q += fmt.Sprintf(` OR (kb.scope = 'team' AND kb.team_id = ANY($%d))`, len(args)+1)
args = append(args, pq.Array(teamIDs))
}
q += `)`
// UNION with persona-bound KBs (bypass discoverable check)
if personaID != "" {
q += fmt.Sprintf(`
UNION
SELECT pkb.kb_id
FROM persona_knowledge_bases pkb
JOIN knowledge_bases kb ON pkb.kb_id = kb.id
WHERE pkb.persona_id = $%d
AND kb.chunk_count > 0`, len(args)+1)
args = append(args, personaID)
}
rows, err := DB.QueryContext(ctx, q, args...)
if err != nil {
return nil, err
}
defer rows.Close()
seen := make(map[string]bool)
var ids []string
for rows.Next() {
var id string
if err := rows.Scan(&id); err != nil {
return nil, err
}
if !seen[id] {
seen[id] = true
ids = append(ids, id)
}
}
return ids, rows.Err()
}
// ListDiscoverable returns KBs the user can see AND that are discoverable.
// Used for the channel KB toggle popup when kb_direct_access is enabled.
func (s *KnowledgeBaseStore) ListDiscoverable(ctx context.Context, userID string, teamIDs []string) ([]models.KnowledgeBase, error) {
q := `
SELECT id, name, description, scope, owner_id, team_id, embedding_config,
document_count, chunk_count, total_bytes, status, discoverable, created_at, updated_at
FROM knowledge_bases
WHERE discoverable = true
AND (
scope = 'global'
OR (scope = 'personal' AND owner_id = $1)`
args := []interface{}{userID}
if len(teamIDs) > 0 {
q += fmt.Sprintf(` OR (scope = 'team' AND team_id = ANY($%d))`, len(args)+1)
args = append(args, pq.Array(teamIDs))
}
// Group-granted KBs
q += fmt.Sprintf(`
OR id IN (
SELECT rg.resource_id FROM resource_grants rg
WHERE rg.resource_type = 'knowledge_base'
AND (
rg.grant_scope = 'global'
OR (rg.grant_scope = 'groups'
AND EXISTS (
SELECT 1 FROM group_members gm
WHERE gm.user_id = $%d
AND gm.group_id = ANY(rg.granted_groups)
))
)
)`, len(args)+1)
args = append(args, userID)
q += `) ORDER BY name`
return queryKBs(ctx, q, args...)
}
// ── Scan Helpers ───────────────────────────────── // ── Scan Helpers ─────────────────────────────────
func scanKB(row *sql.Row) (*models.KnowledgeBase, error) { func scanKB(row *sql.Row) (*models.KnowledgeBase, error) {
@@ -396,7 +507,7 @@ func scanKB(row *sql.Row) (*models.KnowledgeBase, error) {
&kb.ID, &kb.Name, &kb.Description, &kb.Scope, &kb.ID, &kb.Name, &kb.Description, &kb.Scope,
&ownerID, &teamID, &embCfgJSON, &ownerID, &teamID, &embCfgJSON,
&kb.DocumentCount, &kb.ChunkCount, &kb.TotalBytes, &kb.DocumentCount, &kb.ChunkCount, &kb.TotalBytes,
&kb.Status, &kb.CreatedAt, &kb.UpdatedAt, &kb.Status, &kb.Discoverable, &kb.CreatedAt, &kb.UpdatedAt,
) )
if err != nil { if err != nil {
return nil, err return nil, err
@@ -423,7 +534,7 @@ func queryKBs(ctx context.Context, query string, args ...interface{}) ([]models.
&kb.ID, &kb.Name, &kb.Description, &kb.Scope, &kb.ID, &kb.Name, &kb.Description, &kb.Scope,
&ownerID, &teamID, &embCfgJSON, &ownerID, &teamID, &embCfgJSON,
&kb.DocumentCount, &kb.ChunkCount, &kb.TotalBytes, &kb.DocumentCount, &kb.ChunkCount, &kb.TotalBytes,
&kb.Status, &kb.CreatedAt, &kb.UpdatedAt, &kb.Status, &kb.Discoverable, &kb.CreatedAt, &kb.UpdatedAt,
) )
if err != nil { if err != nil {
return nil, err return nil, err

View File

@@ -320,3 +320,84 @@ func scanPersonas(rows *sql.Rows) ([]models.Persona, error) {
} }
return result, rows.Err() return result, rows.Err()
} }
// ── Persona-KB Bindings (v0.17.0) ───────────
func (s *PersonaStore) SetKBs(ctx context.Context, personaID string, kbIDs []string, autoSearch map[string]bool) error {
tx, err := DB.BeginTx(ctx, nil)
if err != nil {
return err
}
defer tx.Rollback()
_, err = tx.ExecContext(ctx, "DELETE FROM persona_knowledge_bases WHERE persona_id = $1", personaID)
if err != nil {
return err
}
for _, kbID := range kbIDs {
auto := false
if autoSearch != nil {
auto = autoSearch[kbID]
}
_, err = tx.ExecContext(ctx, `
INSERT INTO persona_knowledge_bases (persona_id, kb_id, auto_search)
VALUES ($1, $2, $3)`,
personaID, kbID, auto)
if err != nil {
return fmt.Errorf("persona KB %s: %w", kbID, err)
}
}
return tx.Commit()
}
func (s *PersonaStore) GetKBs(ctx context.Context, personaID string) ([]models.PersonaKB, error) {
rows, err := DB.QueryContext(ctx, `
SELECT pkb.persona_id, pkb.kb_id, pkb.auto_search, pkb.added_at,
kb.name AS kb_name, kb.document_count, kb.chunk_count
FROM persona_knowledge_bases pkb
JOIN knowledge_bases kb ON kb.id = pkb.kb_id
WHERE pkb.persona_id = $1
ORDER BY kb.name`, personaID)
if err != nil {
return nil, err
}
defer rows.Close()
var result []models.PersonaKB
for rows.Next() {
var pkb models.PersonaKB
if err := rows.Scan(&pkb.PersonaID, &pkb.KBID, &pkb.AutoSearch, &pkb.AddedAt,
&pkb.KBName, &pkb.DocumentCount, &pkb.ChunkCount); err != nil {
return nil, err
}
result = append(result, pkb)
}
if result == nil {
result = make([]models.PersonaKB, 0)
}
return result, rows.Err()
}
func (s *PersonaStore) GetKBIDs(ctx context.Context, personaID string) ([]string, error) {
rows, err := DB.QueryContext(ctx,
"SELECT kb_id FROM persona_knowledge_bases WHERE persona_id = $1", personaID)
if err != nil {
return nil, err
}
defer rows.Close()
var ids []string
for rows.Next() {
var id string
if err := rows.Scan(&id); err != nil {
return nil, err
}
ids = append(ids, id)
}
if ids == nil {
ids = make([]string, 0)
}
return ids, rows.Err()
}

View File

@@ -69,8 +69,16 @@ func (t *kbSearchTool) Execute(ctx context.Context, execCtx ExecutionContext, ar
// Resolve user's team IDs for scoped access // Resolve user's team IDs for scoped access
teamIDs, _ := t.stores.Teams.GetUserTeamIDs(ctx, execCtx.UserID) teamIDs, _ := t.stores.Teams.GetUserTeamIDs(ctx, execCtx.UserID)
// Get active KB IDs for this channel (respects scope: global, team, personal) // Get active KB IDs for this channel, including persona-bound KBs
kbIDs, err := t.stores.KnowledgeBases.GetActiveKBIDs(ctx, execCtx.ChannelID, execCtx.UserID, teamIDs) var kbIDs []string
var err error
if execCtx.PersonaID != "" {
kbIDs, err = t.stores.KnowledgeBases.GetActiveKBIDsWithPersona(
ctx, execCtx.ChannelID, execCtx.UserID, teamIDs, execCtx.PersonaID)
} else {
kbIDs, err = t.stores.KnowledgeBases.GetActiveKBIDs(
ctx, execCtx.ChannelID, execCtx.UserID, teamIDs)
}
if err != nil { if err != nil {
return "", fmt.Errorf("failed to look up active knowledge bases: %w", err) return "", fmt.Errorf("failed to look up active knowledge bases: %w", err)
} }

View File

@@ -43,6 +43,7 @@ type ToolResult struct {
type ExecutionContext struct { type ExecutionContext struct {
UserID string UserID string
ChannelID string ChannelID string
PersonaID string // set when a persona is active — tools use for scoped KB access
} }
// Tool is the interface every built-in tool implements. // Tool is the interface every built-in tool implements.

135
src/css/persona-kb.css Normal file
View File

@@ -0,0 +1,135 @@
/* persona-kb.css — PersonaKnowledge Base picker styles (v0.17.0) */
.persona-kb-picker {
margin-top: 0.75rem;
}
.persona-kb-picker > label {
font-weight: 500;
margin-bottom: 0.25rem;
display: block;
}
.persona-kb-list {
max-height: 200px;
overflow-y: auto;
border: 1px solid var(--border-color, #333);
border-radius: var(--radius, 6px);
padding: 0.25rem;
}
.persona-kb-item {
display: flex;
align-items: center;
gap: 0.5rem;
padding: 0.375rem 0.5rem;
border-radius: 4px;
cursor: pointer;
font-size: 0.85rem;
transition: background 0.15s;
}
.persona-kb-item:hover {
background: var(--hover-bg, rgba(255,255,255,0.05));
}
.persona-kb-item.selected {
background: var(--selected-bg, rgba(100,160,255,0.1));
}
.persona-kb-item input[type="checkbox"] {
flex-shrink: 0;
}
.persona-kb-item .kb-name {
flex: 1;
font-weight: 500;
}
.persona-kb-item .kb-meta {
color: var(--text-muted, #888);
font-size: 0.75rem;
white-space: nowrap;
}
.auto-search-toggle {
display: flex;
align-items: center;
gap: 0.25rem;
font-size: 0.75rem;
color: var(--text-muted, #888);
cursor: pointer;
white-space: nowrap;
}
.auto-search-toggle.hidden {
display: none;
}
.auto-search-toggle span {
opacity: 0.8;
}
/* ── Persona-KB Section (in preset form) ─── */
.persona-kb-section {
margin: 0.75rem 0;
padding-top: 0.5rem;
border-top: 1px solid var(--border);
}
/* ── Role Fallback Alert Banner ───────────── */
.role-fallback-banner {
display: flex;
align-items: center;
gap: 0.5rem;
padding: 0.5rem 0.75rem;
background: var(--warning-bg, #fff3cd);
border: 1px solid var(--warning-border, #ffc107);
border-radius: 4px;
margin: 0.5rem 0.75rem;
font-size: 0.85rem;
}
.role-fallback-banner .fallback-icon {
font-size: 1.1rem;
flex-shrink: 0;
}
.role-fallback-banner .fallback-msg {
flex: 1;
}
.role-fallback-banner .btn-small {
flex-shrink: 0;
font-size: 0.75rem;
padding: 0.15rem 0.5rem;
}
/* ── Chat Rename Inline Input ────────────── */
.chat-rename-input {
width: 100%;
background: var(--input-bg, #1a1a2e);
color: var(--text-color, #e0e0e0);
border: 1px solid var(--accent-color, #4a9eff);
border-radius: 3px;
padding: 1px 4px;
font-size: inherit;
font-family: inherit;
outline: none;
}
/* ── Chat Header Token Count ─────────────── */
.chat-token-count {
font-size: 0.75rem;
color: var(--text-muted, #888);
white-space: nowrap;
padding: 0 0.5rem;
flex-shrink: 0;
}
.chat-token-count.warning { color: var(--warning-color, #f0ad4e); }
.chat-token-count.danger { color: var(--danger-color, #d9534f); }

View File

@@ -19,6 +19,7 @@
<meta name="apple-mobile-web-app-capable" content="yes"> <meta name="apple-mobile-web-app-capable" content="yes">
<meta name="apple-mobile-web-app-status-bar-style" content="black-translucent"> <meta name="apple-mobile-web-app-status-bar-style" content="black-translucent">
<link rel="stylesheet" href="css/styles.css?v=%%APP_VERSION%%"> <link rel="stylesheet" href="css/styles.css?v=%%APP_VERSION%%">
<link rel="stylesheet" href="css/persona-kb.css?v=%%APP_VERSION%%">
<link rel="stylesheet" href="branding/custom.css" onerror="this.remove()"> <link rel="stylesheet" href="branding/custom.css" onerror="this.remove()">
</head> </head>
<body> <body>
@@ -130,6 +131,7 @@
<svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"><polyline points="23 4 23 10 17 10"/><path d="M20.49 15a9 9 0 1 1-2.12-9.36L23 10"/></svg> <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" stroke-width="2"><polyline points="23 4 23 10 17 10"/><path d="M20.49 15a9 9 0 1 1-2.12-9.36L23 10"/></svg>
</button> </button>
<div class="model-caps" id="modelCaps"></div> <div class="model-caps" id="modelCaps"></div>
<span class="chat-token-count" id="chatTokenCount"></span>
</div> </div>
<div class="messages" id="chatMessages"> <div class="messages" id="chatMessages">
@@ -454,6 +456,7 @@
<p class="section-hint" style="margin-bottom:8px">Personal model personas with custom system prompts and settings.</p> <p class="section-hint" style="margin-bottom:8px">Personal model personas with custom system prompts and settings.</p>
<div id="userPresetList"><div class="empty-hint">Loading...</div></div> <div id="userPresetList"><div class="empty-hint">Loading...</div></div>
<div id="userAddPresetForm" style="display:none;margin-top:8px" class="admin-inline-form"></div> <div id="userAddPresetForm" style="display:none;margin-top:8px" class="admin-inline-form"></div>
<div id="userPresetKBPicker" style="display:none;margin-top:8px" class="admin-inline-form"></div>
<button class="btn-small" id="userAddPresetBtn" style="margin-top:6px">+ New Persona</button> <button class="btn-small" id="userAddPresetBtn" style="margin-top:6px">+ New Persona</button>
</section> </section>
</div> </div>
@@ -542,6 +545,7 @@
<div class="team-tab-content" id="teamTabPresets" style="display:none"> <div class="team-tab-content" id="teamTabPresets" style="display:none">
<div id="settingsTeamPresets"></div> <div id="settingsTeamPresets"></div>
<div id="settingsTeamAddPreset" style="display:none;margin-top:8px" class="admin-inline-form"></div> <div id="settingsTeamAddPreset" style="display:none;margin-top:8px" class="admin-inline-form"></div>
<div id="teamPresetKBPicker" style="display:none;margin-top:8px" class="admin-inline-form"></div>
<button class="btn-small" id="settingsTeamAddPresetBtn" style="margin-top:6px">+ New Team Preset</button> <button class="btn-small" id="settingsTeamAddPresetBtn" style="margin-top:6px">+ New Team Preset</button>
</div> </div>
<!-- Usage tab --> <!-- Usage tab -->
@@ -725,6 +729,7 @@
<button class="btn-small btn-primary" id="adminAddPresetBtn">+ New Global Persona</button> <button class="btn-small btn-primary" id="adminAddPresetBtn">+ New Global Persona</button>
</div> </div>
<div id="adminAddPresetForm" style="display:none" class="admin-inline-form"></div> <div id="adminAddPresetForm" style="display:none" class="admin-inline-form"></div>
<div id="adminPresetKBPicker" style="display:none;margin-top:8px" class="admin-inline-form"></div>
<div id="adminPresetList"></div> <div id="adminPresetList"></div>
</div> </div>
<div class="admin-section-content" id="adminKnowledgeBasesTab" style="display:none"> <div class="admin-section-content" id="adminKnowledgeBasesTab" style="display:none">
@@ -761,6 +766,11 @@
<label class="checkbox-label"><input type="checkbox" id="adminUserPresetsToggle" checked> Allow users to create personal personas</label> <label class="checkbox-label"><input type="checkbox" id="adminUserPresetsToggle" checked> Allow users to create personal personas</label>
<p class="section-hint">When disabled, users can only use admin-created global personas.</p> <p class="section-hint">When disabled, users can only use admin-created global personas.</p>
</section> </section>
<section class="settings-section">
<h3>Knowledge Base Access</h3>
<label class="checkbox-label"><input type="checkbox" id="adminKBDirectAccessToggle"> Restrict KB access to persona bindings only</label>
<p class="section-hint">When enabled, users cannot attach KBs directly to channels — they can only use KBs bound to personas by admins.</p>
</section>
<section class="settings-section"> <section class="settings-section">
<h3>Default Model</h3> <h3>Default Model</h3>
<div class="form-group"> <div class="form-group">
@@ -989,6 +999,7 @@
<script src="js/attachments.js?v=%%APP_VERSION%%"></script> <script src="js/attachments.js?v=%%APP_VERSION%%"></script>
<script src="js/tools-toggle.js?v=%%APP_VERSION%%"></script> <script src="js/tools-toggle.js?v=%%APP_VERSION%%"></script>
<script src="js/knowledge-ui.js?v=%%APP_VERSION%%"></script> <script src="js/knowledge-ui.js?v=%%APP_VERSION%%"></script>
<script src="js/persona-kb.js?v=%%APP_VERSION%%"></script>
<script src="js/chat.js?v=%%APP_VERSION%%"></script> <script src="js/chat.js?v=%%APP_VERSION%%"></script>
<script src="js/settings-handlers.js?v=%%APP_VERSION%%"></script> <script src="js/settings-handlers.js?v=%%APP_VERSION%%"></script>
<script src="js/admin-handlers.js?v=%%APP_VERSION%%"></script> <script src="js/admin-handlers.js?v=%%APP_VERSION%%"></script>

View File

@@ -193,6 +193,8 @@ function ensureAdminPresetForm() {
prefix: 'adminPreset', prefix: 'adminPreset',
showAvatar: true, showAvatar: true,
showProviderConfig: true, showProviderConfig: true,
showKBPicker: true,
kbScope: 'admin',
onSubmit: (vals) => createAdminPreset(vals), onSubmit: (vals) => createAdminPreset(vals),
onCancel: () => { onCancel: () => {
container.style.display = 'none'; container.style.display = 'none';
@@ -263,6 +265,10 @@ function editAdminPreset(id) {
document.getElementById('adminAddPresetForm').style.display = ''; document.getElementById('adminAddPresetForm').style.display = '';
form.setValues(p); form.setValues(p);
form.setSubmitLabel('Update'); form.setSubmitLabel('Update');
// Load KB bindings (v0.17.0)
if (form.kbPicker) {
loadPersonaKBs(id, form.kbPicker, '/api/v1/admin');
}
} }
async function createAdminPreset(vals) { async function createAdminPreset(vals) {
@@ -299,6 +305,12 @@ async function createAdminPreset(vals) {
catch (e) { console.warn('Preset avatar upload failed:', e.message); } catch (e) { console.warn('Preset avatar upload failed:', e.message); }
} }
// Save KB bindings (v0.17.0)
if (presetId && vals._kbValues && _adminPresetForm?.kbPicker) {
try { await API.adminSetPresetKBs(presetId, vals._kbValues); }
catch (e) { console.warn('Preset KB binding failed:', e.message); }
}
_editingPresetId = null; _editingPresetId = null;
document.getElementById('adminAddPresetForm').style.display = 'none'; document.getElementById('adminAddPresetForm').style.display = 'none';
if (_adminPresetForm) { if (_adminPresetForm) {
@@ -646,6 +658,20 @@ function _initAdminListeners() {
await UI.loadAdminExtensions(); await UI.loadAdminExtensions();
} catch (e) { UI.toast(e.message, 'error'); } } catch (e) { UI.toast(e.message, 'error'); }
}); });
// Role fallback alerts (v0.17.0) — show admin banner when fallback fires
if (typeof Events !== 'undefined') {
Events.on('role.fallback', (payload) => {
const banner = document.getElementById('roleFallbackBanner');
if (!banner) return;
const msg = payload?.message || 'A model role is using its fallback provider.';
banner.querySelector('.fallback-msg').textContent = msg;
banner.style.display = '';
// Auto-dismiss after 60s
clearTimeout(banner._dismissTimer);
banner._dismissTimer = setTimeout(() => { banner.style.display = 'none'; }, 60000);
});
}
} }
// ── Extension admin actions (global scope for onclick) ── // ── Extension admin actions (global scope for onclick) ──

View File

@@ -158,6 +158,7 @@ const API = {
}, },
getChannel(id) { return this._get(`/api/v1/channels/${id}`); }, getChannel(id) { return this._get(`/api/v1/channels/${id}`); },
updateChannel(id, updates) { return this._put(`/api/v1/channels/${id}`, updates); }, updateChannel(id, updates) { return this._put(`/api/v1/channels/${id}`, updates); },
generateTitle(id) { return this._post(`/api/v1/channels/${id}/generate-title`, {}); },
deleteChannel(id) { return this._del(`/api/v1/channels/${id}`); }, deleteChannel(id) { return this._del(`/api/v1/channels/${id}`); },
// ── Messages ───────────────────────────── // ── Messages ─────────────────────────────
@@ -302,6 +303,8 @@ const API = {
// User presets // User presets
listUserPresets() { return this._get('/api/v1/presets'); }, listUserPresets() { return this._get('/api/v1/presets'); },
createUserPreset(preset) { return this._post('/api/v1/presets', preset); }, createUserPreset(preset) { return this._post('/api/v1/presets', preset); },
getUserPresetKBs(presetId) { return this._get(`/api/v1/presets/${presetId}/knowledge-bases`); },
setUserPresetKBs(presetId, data) { return this._put(`/api/v1/presets/${presetId}/knowledge-bases`, data); },
updateUserPreset(id, updates) { return this._put(`/api/v1/presets/${id}`, updates); }, updateUserPreset(id, updates) { return this._put(`/api/v1/presets/${id}`, updates); },
deleteUserPreset(id) { return this._del(`/api/v1/presets/${id}`); }, deleteUserPreset(id) { return this._del(`/api/v1/presets/${id}`); },
listAllModels() { return this._get('/api/v1/models'); }, listAllModels() { return this._get('/api/v1/models'); },
@@ -389,6 +392,8 @@ const API = {
adminDeletePreset(id) { return this._del(`/api/v1/admin/presets/${id}`); }, adminDeletePreset(id) { return this._del(`/api/v1/admin/presets/${id}`); },
adminUploadPresetAvatar(id, base64Image) { return this._post(`/api/v1/admin/presets/${id}/avatar`, { image: base64Image }); }, adminUploadPresetAvatar(id, base64Image) { return this._post(`/api/v1/admin/presets/${id}/avatar`, { image: base64Image }); },
adminDeletePresetAvatar(id) { return this._del(`/api/v1/admin/presets/${id}/avatar`); }, adminDeletePresetAvatar(id) { return this._del(`/api/v1/admin/presets/${id}/avatar`); },
adminGetPresetKBs(presetId) { return this._get(`/api/v1/admin/presets/${presetId}/knowledge-bases`); },
adminSetPresetKBs(presetId, data) { return this._put(`/api/v1/admin/presets/${presetId}/knowledge-bases`, data); },
// ── Admin Teams ───────────────────────── // ── Admin Teams ─────────────────────────
adminListTeams() { return this._get('/api/v1/admin/teams'); }, adminListTeams() { return this._get('/api/v1/admin/teams'); },
@@ -447,6 +452,8 @@ const API = {
teamRemoveMember(teamId, memberId) { return this._del(`/api/v1/teams/${teamId}/members/${memberId}`); }, teamRemoveMember(teamId, memberId) { return this._del(`/api/v1/teams/${teamId}/members/${memberId}`); },
teamListPresets(teamId) { return this._get(`/api/v1/teams/${teamId}/presets`); }, teamListPresets(teamId) { return this._get(`/api/v1/teams/${teamId}/presets`); },
teamCreatePreset(teamId, preset) { return this._post(`/api/v1/teams/${teamId}/presets`, preset); }, teamCreatePreset(teamId, preset) { return this._post(`/api/v1/teams/${teamId}/presets`, preset); },
teamGetPresetKBs(teamId, presetId) { return this._get(`/api/v1/teams/${teamId}/presets/${presetId}/knowledge-bases`); },
teamSetPresetKBs(teamId, presetId, data) { return this._put(`/api/v1/teams/${teamId}/presets/${presetId}/knowledge-bases`, data); },
teamDeletePreset(teamId, presetId) { return this._del(`/api/v1/teams/${teamId}/presets/${presetId}`); }, teamDeletePreset(teamId, presetId) { return this._del(`/api/v1/teams/${teamId}/presets/${presetId}`); },
teamListAvailableModels(teamId) { return this._get(`/api/v1/teams/${teamId}/models`); }, teamListAvailableModels(teamId) { return this._get(`/api/v1/teams/${teamId}/models`); },
teamListGroups(teamId) { return this._get(`/api/v1/teams/${teamId}/groups`); }, teamListGroups(teamId) { return this._get(`/api/v1/teams/${teamId}/groups`); },
@@ -611,6 +618,7 @@ const API = {
// ── Knowledge Bases ────────────────────── // ── Knowledge Bases ──────────────────────
listKnowledgeBases() { return this._get('/api/v1/knowledge-bases'); }, listKnowledgeBases() { return this._get('/api/v1/knowledge-bases'); },
listDiscoverableKBs() { return this._get('/api/v1/knowledge-bases-discoverable'); },
createKnowledgeBase(name, description, scope, teamId) { createKnowledgeBase(name, description, scope, teamId) {
const body = { name, description: description || '' }; const body = { name, description: description || '' };
if (scope) body.scope = scope; if (scope) body.scope = scope;

View File

@@ -199,6 +199,15 @@ async function startApp() {
} }
UI.renderChatList(); UI.renderChatList();
UI.updateModelSelector(); UI.updateModelSelector();
// Restore last-active chat from sessionStorage (QOL: state restore on refresh)
try {
const savedChat = sessionStorage.getItem('cs-active-chat');
if (savedChat && App.chats.some(c => c.id === savedChat)) {
selectChat(savedChat);
}
} catch (_) {}
UI.updateUser(); UI.updateUser();
UI.showAdminButton(API.isAdmin); UI.showAdminButton(API.isAdmin);
initListeners(); initListeners();
@@ -206,6 +215,13 @@ async function startApp() {
// Connect EventBus WebSocket (non-blocking, graceful if /ws not available yet) // Connect EventBus WebSocket (non-blocking, graceful if /ws not available yet)
try { try {
Events.connect((window.__BASE__ || '') + '/ws'); Events.connect((window.__BASE__ || '') + '/ws');
// Admin-only: persistent fallback alert banner (v0.17.0)
Events.on('role.fallback', (payload) => {
if (App.user?.role !== 'admin') return;
const data = typeof payload === 'string' ? JSON.parse(payload) : payload;
showFallbackBanner(data);
});
} catch (e) { } catch (e) {
console.warn('EventBus WebSocket not available:', e.message); console.warn('EventBus WebSocket not available:', e.message);
} }
@@ -213,6 +229,27 @@ async function startApp() {
console.log('✅ Chat Switchboard ready'); console.log('✅ Chat Switchboard ready');
} }
// ── Role Fallback Banner (v0.17.0) ──────────
function showFallbackBanner(data) {
let banner = document.getElementById('roleFallbackBanner');
if (!banner) {
// Create persistent banner above messages
banner = document.createElement('div');
banner.id = 'roleFallbackBanner';
banner.className = 'role-fallback-banner';
const msgs = document.getElementById('chatMessages');
if (msgs) msgs.parentNode.insertBefore(banner, msgs);
else return;
}
const msg = data.message || `Role "${data.role}" primary failed — using fallback`;
banner.innerHTML = `
<span class="fallback-icon">⚠️</span>
<span class="fallback-msg">${esc(msg)}</span>
<button class="btn-small" onclick="this.parentElement.remove()">Dismiss</button>`;
banner.style.display = '';
}
// ── Modal Helpers ─────────────────────────── // ── Modal Helpers ───────────────────────────
function openModal(id) { function openModal(id) {
@@ -553,6 +590,9 @@ async function initBanners() {
// Storage capabilities (file upload, vision) // Storage capabilities (file upload, vision)
App.storageConfigured = !!data.storage_configured; App.storageConfigured = !!data.storage_configured;
// Paste-to-file threshold (synced from backend, default 2000)
App.pasteToFileChars = data.paste_to_file_chars || 2000;
// Also flatten into serverSettings for backward compat // Also flatten into serverSettings for backward compat
App.serverSettings = {}; App.serverSettings = {};
if (data.banner) App.serverSettings.banner = data.banner; if (data.banner) App.serverSettings.banner = data.banner;

View File

@@ -647,9 +647,11 @@ async function loadAdminStorage() {
// ── Constants (Paste) ─────────────────────── // ── Constants (Paste) ───────────────────────
// Threshold for auto-attaching pasted text as a file. // Threshold for auto-attaching pasted text as a file.
// TODO: sync from backend global_settings (storage_paste_to_file_chars) // Synced from backend via PublicSettings (storage.paste_to_file_chars).
// once it's included in the PublicSettings boot payload. // Falls back to 2000 if not yet loaded.
const PASTE_TO_FILE_CHARS = 2000; function _pasteToFileChars() {
return App.pasteToFileChars || 2000;
}
// Accept string for file picker — mirrors backend allowedMIMETypes. // Accept string for file picker — mirrors backend allowedMIMETypes.
// Backend is authoritative (rejects disallowed types server-side), // Backend is authoritative (rejects disallowed types server-side),
@@ -761,9 +763,10 @@ function _initAttachmentListeners() {
} }
// Large text detection — auto-attach as .txt file // Large text detection — auto-attach as .txt file
if (PASTE_TO_FILE_CHARS > 0) { const _ptfChars = _pasteToFileChars();
if (_ptfChars > 0) {
const text = e.clipboardData?.getData('text/plain'); const text = e.clipboardData?.getData('text/plain');
if (text && text.length > PASTE_TO_FILE_CHARS) { if (text && text.length > _ptfChars) {
e.preventDefault(); e.preventDefault();
const blob = new Blob([text], { type: 'text/plain' }); const blob = new Blob([text], { type: 'text/plain' });
const file = new File([blob], `${crypto.randomUUID()}.txt`, { type: 'text/plain' }); const file = new File([blob], `${crypto.randomUUID()}.txt`, { type: 'text/plain' });

View File

@@ -38,7 +38,7 @@ async function summarizeAndContinue() {
siblingIndex: m.sibling_index || 0, siblingIndex: m.sibling_index || 0,
})); }));
UI.renderMessages(chat.messages); UI.renderMessages(chat.messages);
updateContextWarning(); updateContextWarning(); updateChatTokenCount();
updateInputTokens(); updateInputTokens();
} }
} catch (err) { } catch (err) {
@@ -96,6 +96,7 @@ async function loadChats() {
async function selectChat(chatId) { async function selectChat(chatId) {
clearStaged(); // Discard any staged attachments from previous chat clearStaged(); // Discard any staged attachments from previous chat
App.currentChatId = chatId; App.currentChatId = chatId;
try { sessionStorage.setItem('cs-active-chat', chatId); } catch (_) {}
UI.renderChatList(); UI.renderChatList();
if (window.innerWidth <= 768) { if (window.innerWidth <= 768) {
document.getElementById('sidebar').classList.add('collapsed'); document.getElementById('sidebar').classList.add('collapsed');
@@ -137,11 +138,32 @@ async function selectChat(chatId) {
UI.renderMessages(chat.messages); UI.renderMessages(chat.messages);
UI.showRegenerate(chat.messages.some(m => m.role === 'assistant')); UI.showRegenerate(chat.messages.some(m => m.role === 'assistant'));
Tokens._warningDismissed = false; Tokens._warningDismissed = false;
updateContextWarning(); updateContextWarning(); updateChatTokenCount();
updateInputTokens(); updateInputTokens();
// Refresh KB toggle state for the new channel // Refresh KB toggle state for the new channel
if (typeof KnowledgeUI !== 'undefined') KnowledgeUI.onChatChanged(); if (typeof KnowledgeUI !== 'undefined') KnowledgeUI.onChatChanged();
updateChatTokenCount();
}
// ── Chat Header Token Count ──────────────────
function updateChatTokenCount() {
const el = document.getElementById('chatTokenCount');
if (!el) return;
const chat = App.chats.find(c => c.id === App.currentChatId);
if (!chat || !chat.messages.length) { el.textContent = ''; return; }
const tokens = Tokens.estimateConversation(chat.messages, App.settings?.systemPrompt);
const budget = Tokens.getContextBudget();
if (budget.maxContext > 0) {
const pct = tokens / budget.maxContext;
el.textContent = `${Tokens.format(tokens)} / ${Tokens.format(budget.maxContext)}`;
el.className = 'chat-token-count' + (pct > 0.9 ? ' danger' : pct > 0.75 ? ' warning' : '');
} else {
el.textContent = `~${Tokens.format(tokens)}`;
el.className = 'chat-token-count';
}
} }
// ── Per-Chat Model/Preset Persistence ──────── // ── Per-Chat Model/Preset Persistence ────────
@@ -242,7 +264,7 @@ async function newChat() {
UI.showEmptyState(); UI.showEmptyState();
UI.showRegenerate(false); UI.showRegenerate(false);
Tokens._warningDismissed = false; Tokens._warningDismissed = false;
updateContextWarning(); updateContextWarning(); updateChatTokenCount();
updateInputTokens(); updateInputTokens();
document.getElementById('messageInput').focus(); document.getElementById('messageInput').focus();
if (window.innerWidth <= 768) { if (window.innerWidth <= 768) {
@@ -269,6 +291,89 @@ async function deleteChat(chatId) {
} catch (e) { UI.toast('Failed to delete: ' + e.message, 'error'); } } catch (e) { UI.toast('Failed to delete: ' + e.message, 'error'); }
} }
// ── Auto-Name Chat (utility model) ───────────
let _autoNamePending = new Set(); // debounce: one inflight per chat
async function autoNameChat(chatId, chat) {
if (!chatId || !chat) return;
if (_autoNamePending.has(chatId)) return;
// Only auto-name if title looks auto-generated (first 50 chars of user msg or "New Chat")
const firstUserMsg = chat.messages.find(m => m.role === 'user');
if (!firstUserMsg) return;
const truncated = firstUserMsg.content.slice(0, 50).trim();
const currentTitle = (chat.title || '').trim();
const isAutoGenerated = !currentTitle ||
currentTitle === 'New Chat' ||
currentTitle === truncated ||
truncated.startsWith(currentTitle);
if (!isAutoGenerated) return;
_autoNamePending.add(chatId);
try {
const resp = await API.generateTitle(chatId);
if (resp?.title && resp.title !== chat.title) {
chat.title = resp.title;
UI.renderChatList();
}
} catch (e) {
// Silently fail — keep truncated title
console.debug('Auto-name failed:', e.message);
} finally {
_autoNamePending.delete(chatId);
}
}
// ── Chat Rename (inline edit) ────────────────
function startRenameChat(chatId) {
const chat = App.chats.find(c => c.id === chatId);
if (!chat) return;
// Find the title span for this chat
const items = document.querySelectorAll('.chat-item');
let titleSpan = null;
for (const item of items) {
if (item.getAttribute('onclick')?.includes(chatId)) {
titleSpan = item.querySelector('.chat-item-title');
break;
}
}
if (!titleSpan) return;
// Replace span with input
const input = document.createElement('input');
input.type = 'text';
input.className = 'chat-rename-input';
input.value = chat.title || '';
input.onclick = (e) => e.stopPropagation();
input.ondblclick = (e) => e.stopPropagation();
const commit = async () => {
const newTitle = input.value.trim();
if (newTitle && newTitle !== chat.title) {
try {
await API.updateChannel(chatId, { title: newTitle });
chat.title = newTitle;
} catch (e) {
UI.toast('Rename failed: ' + e.message, 'error');
}
}
UI.renderChatList();
};
input.addEventListener('blur', commit);
input.addEventListener('keydown', (e) => {
if (e.key === 'Enter') { e.preventDefault(); input.blur(); }
if (e.key === 'Escape') { input.value = chat.title || ''; input.blur(); }
});
titleSpan.replaceWith(input);
input.focus();
input.select();
}
// ── Send Message ───────────────────────────── // ── Send Message ─────────────────────────────
async function sendMessage() { async function sendMessage() {
@@ -328,6 +433,11 @@ async function sendMessage() {
// Persist the model/preset selection for this chat // Persist the model/preset selection for this chat
_saveChatModel(App.currentChatId); _saveChatModel(App.currentChatId);
// Auto-name: title the chat after first assistant response (v0.17.0)
if (chat.messages.length <= 3) {
autoNameChat(App.currentChatId, chat);
}
} catch (e) { } catch (e) {
if (e.name === 'AbortError') { if (e.name === 'AbortError') {
UI.toast('Generation stopped', 'warning'); UI.toast('Generation stopped', 'warning');
@@ -381,7 +491,7 @@ async function reloadActivePath() {
chat.messageCount = chat.messages.length; chat.messageCount = chat.messages.length;
await loadChannelAttachments(App.currentChatId); await loadChannelAttachments(App.currentChatId);
UI.renderMessages(chat.messages); UI.renderMessages(chat.messages);
updateContextWarning(); updateContextWarning(); updateChatTokenCount();
} catch (e) { } catch (e) {
console.error('Failed to reload path:', e.message); console.error('Failed to reload path:', e.message);
} }

177
src/js/persona-kb.js Normal file
View File

@@ -0,0 +1,177 @@
// persona-kb.js — PersonaKnowledge Base binding UI (v0.17.0)
//
// Provides renderPersonaKBPicker(container, opts) which renders a multi-select
// KB picker with auto_search toggles for use in persona create/edit forms.
// Pattern: (container, options) → control object with getValues/setValues/clear.
'use strict';
// ── Persona-KB Picker ───────────────────────────
/**
* Renders a KB picker into a container element.
*
* Options:
* scope - 'admin' | 'team' | 'personal' — controls which KBs are shown
* teamId - required for team scope
* prefix - DOM id prefix (default: 'pkb')
*
* Returns: { getValues(), setValues(kbs), clear(), refresh() }
*/
function renderPersonaKBPicker(containerEl, options = {}) {
const pfx = options.prefix || 'pkb';
let _allKBs = []; // available KBs from server
let _selected = {}; // kb_id → { selected: bool, auto_search: bool }
containerEl.innerHTML = `
<div class="persona-kb-picker" id="${pfx}_picker">
<label>Knowledge Bases</label>
<div class="form-hint">Bind KBs to this persona — users will search these KBs automatically when using this persona.</div>
<div class="persona-kb-list" id="${pfx}_list">
<div class="empty-hint">Loading knowledge bases…</div>
</div>
</div>
`;
// ── Load available KBs ──
async function loadKBs() {
try {
let resp;
if (options.scope === 'team' && options.teamId) {
resp = await API._get(`/api/v1/teams/${options.teamId}/knowledge-bases`);
} else if (options.scope === 'admin') {
resp = await API._get('/api/v1/knowledge-bases');
} else {
// User scope — show discoverable KBs
resp = await API._get('/api/v1/knowledge-bases-discoverable');
}
_allKBs = (resp.data || []).filter(kb => kb.chunk_count > 0);
} catch (e) {
_allKBs = [];
}
render();
}
// ── Render KB list ──
function render() {
const list = document.getElementById(`${pfx}_list`);
if (!list) return;
if (_allKBs.length === 0) {
list.innerHTML = '<div class="empty-hint">No knowledge bases with content available.</div>';
return;
}
list.innerHTML = _allKBs.map(kb => {
const sel = _selected[kb.id] || { selected: false, auto_search: false };
return `
<label class="persona-kb-item ${sel.selected ? 'selected' : ''}">
<input type="checkbox" data-kb-id="${esc(kb.id)}" ${sel.selected ? 'checked' : ''}>
<span class="kb-name">${esc(kb.name)}</span>
<span class="kb-meta">${kb.document_count} docs · ${kb.chunk_count} chunks</span>
<label class="auto-search-toggle ${sel.selected ? '' : 'hidden'}" title="Auto-inject top results into context (no tool call needed)">
<input type="checkbox" data-kb-auto="${esc(kb.id)}" ${sel.auto_search ? 'checked' : ''}>
<span>Auto-inject</span>
</label>
</label>`;
}).join('');
// Wire checkboxes
list.querySelectorAll('input[data-kb-id]').forEach(cb => {
cb.addEventListener('change', function() {
const kbId = this.dataset.kbId;
if (!_selected[kbId]) _selected[kbId] = { selected: false, auto_search: false };
_selected[kbId].selected = this.checked;
render();
});
});
list.querySelectorAll('input[data-kb-auto]').forEach(cb => {
cb.addEventListener('change', function() {
const kbId = this.dataset.kbAuto;
if (_selected[kbId]) {
_selected[kbId].auto_search = this.checked;
}
});
});
}
// ── Control object ──
const control = {
getValues() {
const kbIds = [];
const autoSearch = {};
for (const [kbId, state] of Object.entries(_selected)) {
if (state.selected) {
kbIds.push(kbId);
if (state.auto_search) {
autoSearch[kbId] = true;
}
}
}
return { kb_ids: kbIds, auto_search: autoSearch };
},
setValues(personaKBs) {
_selected = {};
if (Array.isArray(personaKBs)) {
for (const pkb of personaKBs) {
_selected[pkb.kb_id] = {
selected: true,
auto_search: !!pkb.auto_search,
};
}
}
render();
},
clear() {
_selected = {};
render();
},
async refresh() {
await loadKBs();
}
};
// Auto-load on create
loadKBs();
return control;
}
// ── Persona-KB Save/Load Helpers ────────────────
/**
* Load persona KB bindings and populate the picker.
* @param {string} personaId
* @param {object} kbPicker - control object from renderPersonaKBPicker
* @param {string} apiPrefix - e.g. '/api/v1/admin' or '/api/v1/teams/:teamId'
*/
async function loadPersonaKBs(personaId, kbPicker, apiPrefix) {
if (!personaId || !kbPicker) return;
try {
const resp = await API._get(`${apiPrefix}/presets/${personaId}/knowledge-bases`);
kbPicker.setValues(resp.data || []);
} catch (e) {
console.warn('Failed to load persona KBs:', e.message);
}
}
/**
* Save persona KB bindings from the picker.
* @param {string} personaId
* @param {object} kbPicker - control object from renderPersonaKBPicker
* @param {string} apiPrefix - e.g. '/api/v1/admin' or '/api/v1/teams/:teamId'
*/
async function savePersonaKBs(personaId, kbPicker, apiPrefix) {
if (!personaId || !kbPicker) return;
const values = kbPicker.getValues();
try {
await API._put(`${apiPrefix}/presets/${personaId}/knowledge-bases`, values);
} catch (e) {
console.warn('Failed to save persona KBs:', e.message);
}
}

View File

@@ -208,6 +208,12 @@ async function handleSaveAdminSettings() {
const defaultModel = document.getElementById('adminDefaultModel').value; const defaultModel = document.getElementById('adminDefaultModel').value;
await API.adminUpdateSetting('default_model', { value: defaultModel }); await API.adminUpdateSetting('default_model', { value: defaultModel });
// KB direct access → kb_direct_access policy (v0.17.0)
const kbDirect = document.getElementById('adminKBDirectAccessToggle')?.checked;
if (kbDirect != null) {
await API.adminUpdateSetting('kb_direct_access', { value: kbDirect ? 'true' : 'false' });
}
// Banner → global_settings (JSON value) // Banner → global_settings (JSON value)
const banner = { const banner = {
enabled: document.getElementById('adminBannerEnabled').checked, enabled: document.getElementById('adminBannerEnabled').checked,
@@ -532,6 +538,9 @@ function _initSettingsListeners() {
prefix: 'teamPreset', prefix: 'teamPreset',
showAvatar: true, showAvatar: true,
showProviderConfig: false, showProviderConfig: false,
showKBPicker: true,
kbScope: 'team',
kbTeamId: UI._managingTeamId,
onSubmit: async (vals) => { onSubmit: async (vals) => {
const teamId = UI._managingTeamId; const teamId = UI._managingTeamId;
if (!vals.name) return UI.toast('Name required', 'error'); if (!vals.name) return UI.toast('Name required', 'error');
@@ -543,6 +552,10 @@ function _initSettingsListeners() {
try { await API.adminUploadPresetAvatar(presetId, vals._pendingAvatar); } try { await API.adminUploadPresetAvatar(presetId, vals._pendingAvatar); }
catch (e) { console.warn('Team preset avatar upload failed:', e.message); } catch (e) { console.warn('Team preset avatar upload failed:', e.message); }
} }
if (presetId && vals._kbValues) {
try { await API.teamSetPresetKBs(teamId, presetId, vals._kbValues); }
catch (e) { console.warn('Team preset KB binding failed:', e.message); }
}
container.style.display = 'none'; container.style.display = 'none';
_teamPresetForm.clearForm(); _teamPresetForm.clearForm();
UI.toast('Team preset created'); UI.toast('Team preset created');
@@ -576,6 +589,8 @@ function _initSettingsListeners() {
prefix: 'userPreset', prefix: 'userPreset',
showAvatar: true, showAvatar: true,
showProviderConfig: false, showProviderConfig: false,
showKBPicker: true,
kbScope: 'personal',
onSubmit: async (vals) => { onSubmit: async (vals) => {
if (!vals.name) return UI.toast('Name required', 'error'); if (!vals.name) return UI.toast('Name required', 'error');
if (!vals.base_model_id) return UI.toast('Select a base model', 'error'); if (!vals.base_model_id) return UI.toast('Select a base model', 'error');
@@ -586,6 +601,10 @@ function _initSettingsListeners() {
try { await API.adminUploadPresetAvatar(presetId, vals._pendingAvatar); } try { await API.adminUploadPresetAvatar(presetId, vals._pendingAvatar); }
catch (e) { console.warn('User preset avatar upload failed:', e.message); } catch (e) { console.warn('User preset avatar upload failed:', e.message); }
} }
if (presetId && vals._kbValues) {
try { await API.setUserPresetKBs(presetId, vals._kbValues); }
catch (e) { console.warn('User preset KB binding failed:', e.message); }
}
container.style.display = 'none'; container.style.display = 'none';
_userPresetForm.clearForm(); _userPresetForm.clearForm();
UI.toast('Preset created'); UI.toast('Preset created');

View File

@@ -900,6 +900,10 @@ Object.assign(UI, {
// User presets / personas (policy: allow_user_personas) // User presets / personas (policy: allow_user_personas)
document.getElementById('adminUserPresetsToggle').checked = policies.allow_user_personas === 'true'; document.getElementById('adminUserPresetsToggle').checked = policies.allow_user_personas === 'true';
// KB direct access (policy: kb_direct_access — v0.17.0)
const kbDirectEl = document.getElementById('adminKBDirectAccessToggle');
if (kbDirectEl) kbDirectEl.checked = policies.kb_direct_access === 'true';
// Default model (policy: default_model) — populate from current model list // Default model (policy: default_model) — populate from current model list
const defModelSel = document.getElementById('adminDefaultModel'); const defModelSel = document.getElementById('adminDefaultModel');
if (defModelSel) { if (defModelSel) {

View File

@@ -290,7 +290,7 @@ const UI = {
html += ` html += `
<div class="chat-item ${c.id === App.currentChatId ? 'active' : ''}" <div class="chat-item ${c.id === App.currentChatId ? 'active' : ''}"
onclick="selectChat('${c.id}')"> onclick="selectChat('${c.id}')">
<span class="chat-item-title">${esc(c.title)}</span> <span class="chat-item-title" ondblclick="startRenameChat('${c.id}');event.stopPropagation();" title="Double-click to rename">${esc(c.title)}</span>
<span class="chat-item-time">${time}</span> <span class="chat-item-time">${time}</span>
<button class="chat-item-delete" onclick="deleteChat('${c.id}');event.stopPropagation();" title="Delete">✕</button> <button class="chat-item-delete" onclick="deleteChat('${c.id}');event.stopPropagation();" title="Delete">✕</button>
</div>`; </div>`;

View File

@@ -68,10 +68,11 @@ self.addEventListener('activate', (event) => {
self.addEventListener('fetch', (event) => { self.addEventListener('fetch', (event) => {
const url = new URL(event.request.url); const url = new URL(event.request.url);
// Never cache API calls, WebSocket upgrades, or branding assets // Never cache API calls, WebSocket upgrades, branding, or extension assets
if (url.pathname.includes('/api/') || if (url.pathname.includes('/api/') ||
url.pathname.includes('/ws') || url.pathname.includes('/ws') ||
url.pathname.includes('/branding/') || url.pathname.includes('/branding/') ||
url.pathname.includes('/extensions/') ||
event.request.method !== 'GET') { event.request.method !== 'GET') {
return; return;
} }