Feat v0.2.6 admin settings audit (#10)

Co-authored-by: Jeffrey Smith <jasafpro@gmail.com>
Co-committed-by: Jeffrey Smith <jasafpro@gmail.com>

CHANGELOG.md

@@ -2,6 +2,32 @@
 
 All notable changes to Switchboard Core are documented here.
 
+## [Unreleased] — v0.2.6
+
+### Changed
+
+- **Roadmap reorder**: Extension Lifecycle moved from v0.2.6 to v0.3.x
+  (Workflows series). Settings audit milestones renumbered: v0.2.7→v0.2.6,
+  v0.2.8→v0.2.7, v0.2.9→v0.2.8. Added v0.2.9 for builtin extension
+  retirement (chat-centric extensions dormant until chat surface ships).
+
+### Removed
+
+- **Dead admin section categories** in `sectionCategory()`: AI (providers,
+  models, personas, roles, knowledgeBases, memory), routing (health, routing,
+  capabilities), and channels. Default category changed from `ai` to `system`.
+- **Dead PublicSettings fields**: `system_prompt`/`has_admin_prompt`,
+  `retention_ttl_days`, `paste_to_file_chars`, `allow_user_personas` policy
+  — all chat-era with no frontend consumers.
+- **Dead PolicyDefaults**: `allow_raw_model_access`, `default_model`.
+- **Dead policy lookups**: `allow_raw_model_access` and `kb_direct_access`
+  from profile bootstrap and permissions handlers.
+- **Dead test seed data**: `model_roles` global setting, `allow_raw_model_access`
+  policy from test helper.
+- **Dead CORE_IDS entry**: Removed `chat` from packages admin page.
+
+---
+
 ## [Unreleased] — v0.2.5
 
 ### Added

ROADMAP.md

@@ -89,42 +89,45 @@ SDK stabilization, and the first rebuilt extension (tasks).
 | Default surface routing | ✅ | Resolution chain: user preference → global config → first extension → `/welcome`. Users can set personal default in Settings > General. Admin sets global default in Admin > Settings. |
 | Admin navigation | ✅ | Replaced Back button with UserMenu in admin topbar. Eliminates back-button infinite loop. |
 
-### v0.2.6 — Extension Lifecycle
+### v0.2.6 — Admin Settings Audit
 
 | Step | Status | Description |
 |------|--------|-------------|
-| Extension lifecycle | ⬚ | Define permanent vs PoC extensions. Package graduation criteria. Dependency policy. What ships with core vs what's installed separately. |
+| Admin settings E2E | ✅ | All 7 admin settings sections verified (default surface, registration, banner, message bar, footer, vault, email). Dead code removed: `sectionCategory()` pruned of AI/routing/channel vestiges, `PublicSettings()` stripped of chat-era fields (system_prompt, retention_ttl, paste_to_file, allow_user_personas), dead `PolicyDefaults` removed (allow_raw_model_access, default_model), dead policy lookups removed (kb_direct_access), test seed data cleaned. |
+| Packages surface | ✅ | Package list loads (17 total/17 enabled), type filters work, enable/disable visible, settings/export buttons present, core package (admin) protected. Removed dead `chat` from CORE_IDS. |
 
-### v0.2.7 — Admin Settings Audit
+### v0.2.7 — User Settings Audit
-
-| Step | Status | Description |
-|------|--------|-------------|
-| Admin settings E2E | ⬚ | Verify all surviving admin settings work end-to-end: default surface, registration, banner, message bar, footer, vault, email. Remove any handler/store vestiges of deleted settings (search, compaction, memory). |
-| Packages surface | ⬚ | Verify packages page correctly shows installed vs available. Enable/disable works. Broken post-fork surfaces identified and either fixed or marked. |
-
-### v0.2.8 — User Settings Audit
 
 | Step | Status | Description |
 |------|--------|-------------|
 | User settings E2E | ⬚ | Verify all user settings sections: General (default surface), Appearance (theme, scale, font), Profile (display name, avatar, handle), Connections, Notifications. Remove dead features, fix broken states. |
 | Visibility gating | ⬚ | Ensure settings sections only show features that are actually available. Hide empty sections. Respect `user_overridable` flag from extension manifests. |
 
-### v0.2.9 — Team Admin Settings Audit (Pass 1)
+### v0.2.8 — Team Admin Settings Audit (Pass 1)
 
 | Step | Status | Description |
 |------|--------|-------------|
 | Team admin E2E | ⬚ | Verify team member management, team settings cascade, role assignment (admin/member). Audit for dead code from pre-fork team features. First pass — validates current functionality before v0.3.x adds team roles. |
 | User settings team tab | ⬚ | Verify the Teams section in user settings — team list, join/leave, team-scoped settings. |
 
+### v0.2.9 — Builtin Extension Retirement
+
+| Step | Status | Description |
+|------|--------|-------------|
+| Retire builtin seeder | ⬚ | Stop auto-seeding chat-centric extensions (csv-table, diff-viewer, js-sandbox, katex-renderer, mermaid-renderer, regex-tester). Remove `SeedBuiltinPackages`, Dockerfile COPY, and `extensions/builtin/` directory. These extensions are not OBE — they're dormant until a chat surface exists to consume them. |
+| Convert to regular packages | ⬚ | Repackage the 6 extensions as standard `.pkg` archives in `packages/`. Add chat dependency metadata to manifests so they can be installed when the chat extension ships post-MVP. No auto-install — explicit install only, matching the distribution model. |
+
 ## v0.3.x — Workflow Architecture
 
 Workflows are the core platform capability. This series implements the
-full multi-step automation system with team role integration.
+full multi-step automation system with team role integration and
+finalizes the extension lifecycle model.
 
 ### v0.3.0 — Workflow Design + Schema
 
 | Step | Status | Description |
 |------|--------|-------------|
+| Extension lifecycle | ⬚ | Define permanent vs PoC extensions. Package graduation criteria. Dependency policy. What ships with core vs what's installed separately. |
 | Workflow design session | ⬚ | Define what "workflow" means in the extension-first model. Determine if the existing `workflows` table/handler survives, gets rebuilt, or gets removed. Document the Starlark contract for multi-step automation. See `docs/DESIGN-WORKFLOW-REDESIGN-0.2.6.md`. |
 | Team roles | ⬚ | Different roles per team responsible for different workflow stages. Role-based stage assignment, multi-party validation (2-party sign-off at stage boundaries). |
 | Trigger composition model | ⬚ | How do triggers, schedules, and workflows compose? Event chains, conditional branching, error handling. Design doc before code. |

server/database/testhelper.go

@@ -335,15 +335,13 @@ func TruncateAll(t *testing.T) {
 			INSERT INTO global_settings (key, value) VALUES
 				('registration', '{"enabled": true}'),
 				('site', '{"name": "Switchboard Core", "tagline": "Self-hosted extension platform"}'),
-				('banner', '{"enabled": false, "text": "", "bg": "#007a33", "fg": "#ffffff"}'),
+				('banner', '{"enabled": false, "text": "", "bg": "#007a33", "fg": "#ffffff"}')
-				('model_roles', '{"utility":{"primary":null,"fallback":null},"embedding":{"primary":null,"fallback":null},"generation":{"primary":null,"fallback":null}}')
 			ON CONFLICT (key) DO NOTHING
 		`)
 		DB.Exec(`
 			INSERT INTO platform_policies (key, value) VALUES
 				('allow_user_byok',         'false'),
 				('allow_user_personas',     'false'),
-				('allow_raw_model_access',  'true'),
 				('allow_registration',      'true'),
 				('default_user_active',     'false'),
 				('allow_team_providers',    'true')
@@ -354,19 +352,13 @@ func TruncateAll(t *testing.T) {
 			INSERT INTO global_settings (key, value) VALUES
 				('registration', '{"enabled": true}'::jsonb),
 				('site', '{"name": "Switchboard Core", "tagline": "Self-hosted extension platform"}'::jsonb),
-				('banner', '{"enabled": false, "text": "", "bg": "#007a33", "fg": "#ffffff"}'::jsonb),
+				('banner', '{"enabled": false, "text": "", "bg": "#007a33", "fg": "#ffffff"}'::jsonb)
-				('model_roles', '{
-					"utility":    { "primary": null, "fallback": null },
-					"embedding":  { "primary": null, "fallback": null },
-					"generation": { "primary": null, "fallback": null }
-				}'::jsonb)
 			ON CONFLICT (key) DO NOTHING
 		`)
 		DB.Exec(`
 			INSERT INTO platform_policies (key, value) VALUES
 				('allow_user_byok',         'false'),
 				('allow_user_personas',     'false'),
-				('allow_raw_model_access',  'true'),
 				('allow_registration',      'true'),
 				('default_user_active',     'false'),
 				('allow_team_providers',    'true')

server/handlers/admin.go

@@ -361,47 +361,15 @@ func (h *AdminHandler) PublicSettings(c *gin.Context) {
 	// Banner config, branding, etc. — safe subset for non-admin users
 	banner, _ := h.stores.GlobalConfig.Get(c.Request.Context(), "banner")
 	branding, _ := h.stores.GlobalConfig.Get(c.Request.Context(), "branding")
-	systemPrompt, _ := h.stores.GlobalConfig.Get(c.Request.Context(), "system_prompt")
 	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
-	hasAdminPrompt := false
-	if content, ok := systemPrompt["content"].(string); ok && content != "" {
-		hasAdminPrompt = true
-	}
-
-	// Retention TTL (v0.37.14 — days before purge for global/team channels)
-	retentionTTL := 0
-	if ttlCfg, err := h.stores.GlobalConfig.Get(c.Request.Context(), "retention_ttl_days"); err == nil {
-		if v, ok := ttlCfg["value"].(float64); ok {
-			retentionTTL = int(v)
-		}
-	}
-
 	c.JSON(http.StatusOK, gin.H{
-		"banner":              banner,
+		"banner":             banner,
-		"branding":            branding,
+		"branding":           branding,
-		"has_admin_prompt":    hasAdminPrompt,
+		"storage_configured": storageConfigured,
-		"storage_configured":  storageConfigured,
-		"paste_to_file_chars": pasteChars,
 		"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"],
-			"allow_user_personas":     policies["allow_user_personas"],
-			"retention_ttl_days":      retentionTTL,
 		},
 	})
 }

server/handlers/profile_bootstrap.go

@@ -86,8 +86,6 @@ func (h *ProfileBootstrapHandler) GetBootstrap(c *gin.Context) {
 	if ps := h.stores.Policies; ps != nil {
 		policies["allow_user_byok"], _ = ps.GetBool(ctx, "allow_user_byok")
 		policies["allow_user_personas"], _ = ps.GetBool(ctx, "allow_user_personas")
-		policies["allow_raw_model_access"], _ = ps.GetBool(ctx, "allow_raw_model_access")
-		policies["kb_direct_access"], _ = ps.GetBool(ctx, "kb_direct_access")
 	}
 
 	// ── Settings ────────────────────────────

server/handlers/profile_permissions.go

@@ -67,8 +67,6 @@ func (h *ProfilePermissionsHandler) GetMyPermissions(c *gin.Context) {
 	if ps := h.stores.Policies; ps != nil {
 		policies["allow_user_byok"], _ = ps.GetBool(ctx, "allow_user_byok")
 		policies["allow_user_personas"], _ = ps.GetBool(ctx, "allow_user_personas")
-		policies["allow_raw_model_access"], _ = ps.GetBool(ctx, "allow_raw_model_access")
-		policies["kb_direct_access"], _ = ps.GetBool(ctx, "kb_direct_access")
 	}
 
 	c.JSON(http.StatusOK, gin.H{

server/models/models.go

@@ -84,13 +84,11 @@ type TeamMember struct {
 // PLATFORM POLICIES
 
 var PolicyDefaults = map[string]string{
-	"allow_user_byok":        "false",
+	"allow_user_byok":     "false",
-	"allow_user_personas":    "false",
+	"allow_user_personas": "false",
-	"allow_raw_model_access": "false",
+	"allow_registration":  "true",
-	"allow_registration":     "true",
+	"default_user_active": "false",
-	"default_user_active":    "false",
+	"allow_team_providers": "true",
-	"allow_team_providers":   "true",
-	"default_model":          "",
 }
 
 // HandleFromName generates a URL-safe @mention handle from a display name.

server/pages/loaders.go

@@ -79,16 +79,14 @@ func sectionCategory(section string) string {
 	switch section {
 	case "users", "teams", "groups":
 		return "people"
-	case "providers", "models", "personas", "roles", "knowledgeBases", "memory":
+	case "workflows":
-		return "ai"
+		return "workflows"
-	case "health", "routing", "capabilities":
+	case "settings", "storage", "packages", "broadcast":
-		return "routing"
-	case "settings", "storage", "packages", "channels", "broadcast":
 		return "system"
 	case "usage", "audit", "stats":
 		return "monitoring"
 	default:
-		return "ai" // default landing
+		return "system"
 	}
 }
 

src/js/sw/surfaces/admin/packages.js

@@ -8,7 +8,7 @@ const { html } = window;
 const { useState, useEffect, useCallback } = hooks;
 
 const TYPE_OPTIONS = ['all', 'surface', 'extension', 'full', 'workflow'];
-const CORE_IDS     = new Set(['chat', 'admin']);
+const CORE_IDS     = new Set(['admin']);
 
 function typeBadge(type) {
     const cls = type === 'surface' ? 'badge-active'