# Changelog

All notable changes to Chat Switchboard.

## [0.10.2] — 2026-02-24

### Added
- **Summarize & Continue** — User-triggered conversation compaction using the
  utility model role. Button appears in context warning bar at ≥75% context
  usage. `POST /channels/:id/summarize` calls the utility role to generate a
  summary, inserts it as a tree node with `metadata.type = "summary"`, and
  updates the cursor. Subsequent completions use the summary as a context
  boundary — messages before it are replaced by the summary as a system message.
  Multiple summaries stack. Fork-aware (summaries are tree nodes with their own
  branch position). "Show full history" toggle reveals collapsed earlier messages.
- **BYOK Role Overrides** — Users with personal providers can override the org's
  utility and embedding model roles. Resolution chain: personal → team → global.
  New "Model Roles" tab in Settings (visible when BYOK is enabled). Stored in
  `user.settings` JSONB under `model_roles` key, same shape as team overrides.
- **Utility Rate Limiting** — `utility_rate_limit` global setting (default: 20
  calls/hour/user, 0 = unlimited). Org-funded utility calls check against
  `usage_log` before executing. BYOK calls exempt (user pays their own way).
  Returns 429 with clear message when exceeded.
- **Message metadata in path** — `PathMessage` now includes `metadata` JSONB
  field, enabling summary detection and future message-type extensibility.
- **Per-chat model/preset restore** — Switching between chats now restores the
  last-used model or preset in the selector. Stored in localStorage keyed by
  channel ID. Falls back to the channel's base model, then the global default,
  if the original selection is no longer available. Cleaned up on chat deletion.

### Changed
- **Generation role removed** — `RoleGeneration` ("generation") removed from
  `ValidRoles` and admin Roles tab. Image/media generation will be
  extension-managed (v0.11.0) with its own provider config, not a role slot.
  The current completion/embedding abstraction doesn't fit image gen's
  fundamentally different API surface.
- **Resolver.Complete/Embed signatures** — Now accept `userID` parameter for
  personal role override resolution. Empty string skips personal lookup.
- **Proactive token refresh** — Access token is now refreshed at 80% of its
  lifetime (~12min for 15min tokens). On page reload, a conservative 60s refresh
  is scheduled since token age is unknown. Eliminates the race condition where
  profile succeeds on a near-expired token but subsequent calls fail.
- **Auth guard in `startApp()`** — If token is invalidated during startup
  (e.g., 401 on loadChats after profile succeeded), app returns to login
  instead of rendering a broken UI with cascading 401 errors.
- **Per-chat model restore fallback** — When the stored model/preset is removed,
  falls back to admin default → first visible model (was keeping stale selection).
  Also cleans up the stale localStorage entry.
- **BYOK Role Overrides** — Fixed response parsing (`configs.configs` not
  `configs.data`) and model field mapping (`configId`/`baseModelId` not
  `provider_config_id`/`model_id`).
- **`GetRole` endpoint integration test** — `GET /admin/roles/:role` now
  exercised by CI via `TestIntegration_Roles_GetSingleRole`, catching the
  `GetConfig` signature mismatch that caused the build failure.
- **Auth resilience frontend tests** — 10 tests covering startup auth guard,
  token refresh lifecycle, and the profile-success-then-401 edge case.
- **JS syntax lint in CI** — `node --check` runs on all `src/js/*.js` files
  before frontend tests, catching parse errors that tests alone can't detect.

## [0.10.1] — 2026-02-24

### Added
- **Admin System Prompt** — Global system prompt configured in Admin › Settings.
  Injected as the first system message in every conversation, before user/preset
  system prompts. Users cannot override or disable it. Stored in
  `global_settings['system_prompt']`.
- **Personas tab** — User presets moved from the Models tab to their own
  "Personas" tab in Settings. Tab is hidden when admin disables user presets
  (`allow_user_personas` policy).
- **Team Management modal** — Team admin functionality extracted from Settings
  into its own tabbed modal (Members, Providers, Presets, Usage, Activity).
  Accessed via "Team Management" flyout menu item, or "Manage →" on team cards
  in Settings. Multi-team admins see a picker first; single-team admins go
  straight to the tabbed view. Back arrow in header returns to picker.
- **Preview pane: clear button** — Trash icon in the preview header resets the
  iframe and shows the empty hint. Also auto-clears when deleting a chat that
  had active preview content.
- **Preview/Notes pane: fullscreen** — Expand button in the header toggles
  fullscreen mode (panel fills entire viewport width).
- **Preview/Notes pane: resizable** — Drag the left edge of the side panel
  to resize (280px–70vw). Width resets on close.
- **Code block: download** — "Download" button on every code block. Infers
  file extension from language tag (e.g. `python` → `.py`, `go` → `.go`).

### Changed
- **Personal Usage scoped to BYOK** — `GET /usage` and the user Usage tab now
  only show consumption against personal (BYOK) providers. Global provider
  usage is the org's cost, not the user's. New `QueryByUserPersonal` store
  method filters on `scope = 'personal' AND owner_id = user_id`. Admin usage
  views remain unaffected. Usage tab hidden when admin disables user providers
  (`allow_user_byok` policy).
- **OpenAI streaming usage race** — Deferred the Done event until the usage
  chunk arrives. Previously, finish_reason fired Done before the usage chunk
  (which has `choices: []`), so streaming token counts were always 0 for all
  OpenAI-compatible providers.

### Fixed
- **Usage logging zero-token guard** — Removed early exit in `logUsage` that
  suppressed rows when tokens were 0. Combined with the streaming race above,
  this meant no streaming usage was ever recorded.
- **Live chat completion test** — `TestLive_VeniceChatCompletion` sent wrong
  field names (`messages`/`config_id` instead of `content`/`provider_config_id`).

## [0.10.0] — 2026-02-24

### Added
- **Model Roles** — Named model slots (`utility`, `embedding`, `generation`)
  with primary + fallback bindings. Stored in `global_settings['model_roles']`.
  Team-level overrides via `teams.settings` JSONB. New `server/roles/` package
  with `Resolver.Complete()` and `Resolver.Embed()` for automatic failover.
  Admin API: `GET/PUT /admin/roles/:role`, `POST /admin/roles/:role/test`.
  Team API: `GET/PUT/DELETE /teams/:id/roles/:role`.
- **Provider Embed() interface** — All providers implement `Embed()`. OpenAI,
  Venice, OpenRouter support `/v1/embeddings`; Anthropic returns `ErrNotSupported`.
  New types: `EmbeddingRequest`, `EmbeddingResponse`.
- **Usage Tracking** — Every completion (streaming and non-streaming) logs
  token counts and cost to `usage_log` table. Cost calculated at insert time
  from `model_pricing` (no retroactive recalculation). Provider scope
  denormalized for efficient admin filtering. Admin views exclude BYOK.
  New stores: `UsageStore`, `PricingStore`. Admin API:
  `GET /admin/usage`, `GET /admin/usage/users/:id`, `GET /admin/usage/teams/:id`.
  User API: `GET /usage` (personal summary).
- **Model Pricing** — `model_pricing` table with catalog sync and manual admin
  overrides. Sync from provider APIs (Venice, OpenRouter) auto-populates
  pricing with `source='catalog'`; manual entries never overwritten. Admin API:
  `GET/PUT/DELETE /admin/pricing`.
- **Streaming token capture** — OpenAI: `stream_options.include_usage` +
  parse usage/cache from final chunk. Anthropic: parse `message_start` for
  input/cache tokens, `message_delta` for output tokens. Cache token fields
  (`CacheCreationTokens`, `CacheReadTokens`) on `CompletionResponse`,
  `StreamEvent`, and `streamResult`.
- **Admin Roles tab** — Configure primary/fallback provider+model per role,
  test-fire from UI.
- **Admin Usage dashboard** — Period selector (7d/30d/90d), group-by
  (model/user/day/provider), totals cards, breakdown table, pricing table.
- **Team Usage dashboard** — Team admins can view usage against their
  team-owned providers via `GET /teams/:teamId/usage`. Filters to
  `provider_configs WHERE scope='team' AND owner_id=teamId`. Integrated
  into team management panel with period/group-by selectors.
- **Admin Reset Password** — Button in user list with vault destruction
  warning dialog (two-step confirmation).
- **User Usage tab** — Settings modal "Usage" tab shows personal token
  consumption and estimated costs across all conversations, including BYOK.
  Period selector (7d/30d/90d) and group-by (model/day).
- **Live Venice integration tests** — Gated behind `VENICE_API_KEY` env var.
  Tests: non-streaming completion, streaming completion, usage logging for
  both modes, pricing from catalog sync, and direct embeddings via BGE-M3.
  Uses `qwen3-4b` (Venice Small) — cheapest at $0.05/$0.15 per 1M tokens.
- **Migration 004** — `usage_log` table, `model_pricing` table, `model_roles`
  seed in `global_settings`.

### Fixed
- **UEK re-wrap on password change** — `ChangePassword` now decrypts UEK
  with old password and re-encrypts with new password + fresh salt. Previously,
  password changes silently broke all personal BYOK keys.
- **UEK destruction on admin password reset** — `ResetPassword` now nullifies
  vault columns, evicts UEK from cache, deletes personal provider configs,
  and logs an audit event. Previously, admin resets left orphaned encrypted
  UEK that silently broke personal keys.
- **Streaming completions logged zero tokens** — `StreamEvent` lacked token
  fields and providers discarded usage data from final chunks. Both OpenAI
  and Anthropic streaming parsers now capture and propagate token counts.
- **OpenAI streaming usage race condition** — The OpenAI protocol sends
  chunks in order: content → finish_reason → usage → [DONE]. The parser
  sent `Done=true` on the finish_reason chunk (step 2) before the usage
  chunk arrived (step 3, with `choices:[]`). The receiver returned
  immediately on Done, so usage was captured but never delivered.
  Fix: defer the Done event as `pendingFinish` until the usage chunk
  arrives, then flush with tokens attached. Tool-call finishes flush
  immediately (tool loop needs the event). Affects all OpenAI-compatible
  providers (OpenAI, Venice, OpenRouter).
- **Token accumulation across tool iterations** — `streamResult` in
  `stream_loop.go` now accumulates input/output/cache tokens across
  multi-tool-call iterations instead of only capturing the final iteration.
- **Admin pricing leaked BYOK entries** — `PricingStore.List()` returned
  all model_pricing rows including those from personal BYOK providers.
  Admin panel showed pricing entries for user-private providers they
  shouldn't see, with O(users × models) scale explosion. Now joins on
  `provider_configs` and filters `scope != 'personal'`. Admin `UpsertPricing`
  also validates provider scope, rejecting manual pricing on personal
  providers.
- **Team role handlers used wrong param name** — `ListTeamRoles`,
  `UpdateTeamRole`, `DeleteTeamRole` read `c.Param("id")` but routes use
  `:teamId`. Every team role operation silently got an empty team ID.
- **Usage logging suppressed for zero-token streams** — `logUsage` had an
  early exit when `inputTokens == 0 && outputTokens == 0`. Combined with the
  OpenAI streaming parser bug (below), this silently dropped all streaming
  usage rows. Removed the guard — requests are always recorded.
- **Live chat completion test used wrong field names** — `TestLive_VeniceChatCompletion`
  sent `messages` and `config_id` but the handler expects `content` and
  `provider_config_id`. Test silently skipped on the binding error.

## [0.9.4] — 2026-02-24

### Added
- **API key encryption (vault)** — Two-tier AES-256-GCM encryption for stored
  API keys. Global/team keys encrypted with env-var-derived key (HKDF-SHA256);
  personal BYOK keys encrypted with per-user encryption key (UEK) derived from
  password via Argon2id. Admin cannot recover personal keys without user's
  passphrase. New `server/crypto/` package: `vault.go`, `cache.go`,
  `resolver.go`, `backfill.go` with 11 round-trip tests.
- **UEK lifecycle** — UEK generated on registration, unwrapped on login
  (Argon2id → AES-GCM), cached in `sync.Map` for session duration, evicted
  with memory zeroing on logout. Pre-migration users auto-initialize vault
  on first login.
- **Migration 003_vault.sql** — Adds `encrypted_uek`, `uek_salt`, `uek_nonce`,
  `vault_set` to users table. Adds `api_key_enc` (BYTEA), `key_nonce`,
  `key_scope` to provider_configs. Backfills `key_scope` from existing scope.
- **Startup backfill** — `BackfillEncryptedKeys()` encrypts plaintext API keys
  on first startup with `ENCRYPTION_KEY` set. `EnforceEncryptionKey()` refuses
  startup if encrypted keys exist but env var is missing.
- **CI/CD: encryption secret** — `ENCRYPTION_KEY` Gitea secret synced to k8s
  `switchboard-encryption` secret. Backend manifest references it as optional
  `secretKeyRef`.

### Fixed
- **HTML code blocks render live in chat (XSS)** — When a model's `</think>`
  tag directly abutted a code fence (no newline), the fence wasn't recognized
  by marked.js, causing raw HTML to render as live DOM elements (canvas games,
  styles, etc.). Three-layer fix: (1) DOMPurify switched from permissive
  `ADD_TAGS` (default allows canvas, style, form, etc.) to strict
  `ALLOWED_TAGS` allowlist of only markdown-produced elements; (2) think-block
  placeholders padded with `\n\n` to ensure adjacent fences start on fresh
  lines; (3) unclosed code fences auto-closed before `marked.parse` for
  streaming protection.

## [0.9.3] — 2026-02-23

### Changed
- **Code blocks: button-driven collapse** — Replaced `<details>` wrapper with
  inline collapse/expand toggle button in the code toolbar. Auto-collapses at
  >15 lines with a fade mask; toggle available on all blocks >5 lines. User
  can always expand/collapse regardless of threshold. Smooth CSS transition
  instead of native `<details>` jump.
- **Thinking blocks: always visible** — Thinking blocks are always rendered in
  the DOM regardless of the `showThinking` setting. The setting now controls
  whether blocks start expanded (`<details open>`) or collapsed. User can
  always click to toggle. Setting label updated to "Auto-expand thinking blocks".

### Added
- **Admin default model** — New `default_model` policy in Admin → Settings.
  Dropdown populated from enabled models. When a user has no saved selection
  (fresh login, cleared browser) or their saved model is no longer available,
  the admin default is used before falling back to first visible. Resolution
  chain: `localStorage → admin default → first visible`.
- **Reasoning/thinking support for OpenAI-compatible providers** — Models that
  send `reasoning_content` in stream deltas (Grok, DeepSeek, etc.) now have
  thinking blocks streamed live and persisted as `<think>` tags. Renders as
  collapsible thinking blocks in both streaming and history views.
- **Favicon animation during generation** — Browser tab favicon pulses with
  cascading dot opacity animation while a completion is in progress, restoring
  to the static favicon when done.
- **Tool calls in message history** — Tool call metadata (name, arguments,
  result, error status) is now persisted alongside assistant messages in the
  database. History view renders tool calls as collapsed `<details>` blocks
  showing "🔧 tool_name → done" with expandable input/output JSON.
- **Notes tool: "View note" link** — When a notes tool (`note_create`,
  `note_update`, etc.) completes, a "📝 View note" button appears in both
  the live streaming tool indicator and the history tool call block. Clicking
  opens the Notes panel and navigates directly to the note.
- **Notes panel: Copy button** — "Copy" button added to note read mode,
  copies title + content as markdown to clipboard.
- **Brand hover: jitter-free crossfade** — Sidebar brand logo→collapse icon
  swap uses opacity crossfade instead of `display: none` toggle, eliminating
  layout reflow jitter on hover.

### Fixed
- **Model selector shows unavailable model** — Selector restoration searched
  all models including user-hidden ones. Saved selection (localStorage) for a
  hidden model like Claude Opus would re-select it on every page load even when
  only Grok was visible. Resolution now filters to visible models only.
- **Refresh toast shows wrong count** — "Loaded 33 models" counted all models
  including hidden; now shows only visible count ("Loaded 1 model").
- **Tool calls vanish after completion** — Live streaming tool indicators
  disappeared when `reloadActivePath()` rebuilt messages from DB. Fixed: the
  `getActivePath` query now includes `tool_calls` column, and `PathMessage`
  carries the data through to the frontend renderer.
- **Tool result "undefined results" text** — Operator precedence bug in tool
  result summary parser caused `undefined results` to display for note_create.
  Fixed summary logic to properly branch on title vs count.
- **Regenerate streams at wrong position** — Regen'd response appeared below
  the full conversation (appended at bottom) then snapped to correct position
  after completion. Fixed: display is now truncated to the parent message
  before streaming starts, so the new response streams in-place as a clean
  branch. Backend context was already correct (excludes old response).
- **Regenerate loses tools, reasoning, and tool execution** — Regen handler
  was a stripped-down copy of the completion handler missing tool definitions,
  tool execution loop, reasoning_content forwarding, and tool_calls persistence.
  Model lost access to note tools on regen and fell back to generic capabilities.
  Refactored: extracted `streamWithToolLoop()` into `stream_loop.go` as the
  single canonical streaming implementation. Both `streamCompletion` (normal
  chat) and `Regenerate` now call the shared function — only persistence
  differs. Future streaming features (new event types, tool capabilities)
  automatically apply to all code paths.
- **OpenRouter free models crash** — Free models with nil pricing caused
  `pq: invalid input syntax for type json` on catalog sync. Nil pricing now
  routes through `ToJSON()` producing `"{}"` instead of nil `[]byte`.
- **API key appears unsaved** — `ListGlobalConfigs` returned raw
  `ProviderConfig` structs where `APIKeyEnc` is `json:"-"` (never serialized),
  so `has_key` was always `undefined`. Now returns computed `has_key` field.
- **Case-insensitive usernames** — Login, registration, and all user lookups
  use `LOWER()` in SQL. All user creation paths normalize to lowercase.
  New migration `002_ci_username.sql` adds `LOWER()` unique indexes and
  normalizes existing rows.

## [0.9.2] — 2026-02-23

### Added
- **Collapsible code blocks**: Code blocks over 15 lines auto-collapse into
  `<details>` with language and line count summary. Language label shown in
  top-left corner of all code blocks.
- **HTML preview**: "Preview" button on HTML code blocks opens a sandboxed
  iframe (`allow-scripts`, no `allow-same-origin`). Auto-detected for
  untagged blocks via heuristic.
- **Token count estimate**: Live token counter below input area showing
  approximate tokens and context usage percentage when model has `max_context`.
- **Context length warning**: Dismissable banner above input at 75% (yellow)
  and 90% (red) context usage with guidance to start a new chat.
- **Proxy interception detection**: `_parseJSON()` checks Content-Type before
  `.json()` on all API paths including streaming. Typed `proxyBlocked` errors
  with proxy page title extraction and actionable splash messages.
- **Environment injection**: `window.__ENV__` wired through entrypoint, k8s,
  and index.html for dev/test/production gating.
- **Enhanced diagnostics**: `NET:PROXY` log type, Content-Type capture in
  fetch interceptor, environment info in export header and state snapshot.
- **Team admin audit scoping**: New `GET /api/v1/teams/:teamId/audit` and
  `/audit/actions` endpoints scoped to team members. Activity Log section
  in team manage panel with filter dropdown and pagination.
- **New favicon**: Switchboard panel design with provider-colored jacks.
  Animated SVG (rotating plugs), 32px PNG, 256px PNG, and ICO.
- **Seed users** (dev/test only): `SEED_USERS=user:pass:role,...` env var
  pre-creates active users on startup. Ignored in production. K8s secret
  `switchboard-seed-users` wired in backend manifest.

## [0.9.1] — 2026-02-23

### Removed
- **Static known model table**: Deleted `knownModels` map from backend and
  `KNOWN_MODELS` from frontend. The same model ID can have different capabilities
  depending on the provider (e.g. DeepSeek has tool_calling on OpenRouter but
  not on Venice). A hardcoded table can't represent this.
- **Frontend `lookupKnownCaps()`**: Removed client-side capability guessing.
  Backend is the sole source of truth via catalog → heuristic chain.

### Changed
- **Resolution chain simplified**: catalog (provider API sync) → heuristic inference.
  No intermediate known table. Providers that report capabilities via API are
  authoritative; heuristics are best-effort for unsynced models.
- **All providers updated**: OpenAI, OpenRouter, Anthropic, Venice now call
  `InferCapabilities()` directly instead of the dead known table lookup.
- **Frontend `resolveCapabilities()`**: Now passes through backend caps as-is.
  No client-side merging with a static table.
- [x] EXTENSIONS.md recovered into repo, updated with Appendix A (Custom
  Renderers) and Appendix B (Model Roles with utility/embedding/generation slots)
- [x] ROADMAP.md restructured: extension foundation pulled to v0.11.0,
  model roles to v0.10.0, dependency graph, TBD replaces post-1.0,
  removed v0.8→v0.9 migration (OBE — no public release, no test path)

### Added
- **Heuristic patterns**: Updated to detect qwen3, gpt-5, grok, kimi, minimax,
  glm-5, gemma-3 model families. Vision expanded to claude-opus/sonnet (not
  just claude-3). Reasoning expanded for thinking, grok, glm patterns.

### Fixed
- **Preset capability pills**: Presets with auto-resolve (no `provider_config_id`)
  now inherit base model capabilities via `GetByModelIDAny` catalog fallback.
- **Venice `optimizedForCode`**: Added mapping to `CodeOptimized` capability.
- **CI test stability**: BYOK journey tests use unreachable endpoints so auto-fetch
  doesn't race with simulated data injection.

## [0.9.0] — 2026-02-22

### Added
- **Schema consolidation**: 21 migrations collapsed to single `001_initial.sql`
- **Store layer**: All database access through typed interfaces (no raw SQL in handlers)
- **Persona model**: Trust-boundary model replacing old presets; scoped global/team/personal
- **Capabilities resolver**: Three-tier chain — catalog → known table → heuristic inference
- **Three-state model visibility**: enabled / disabled / team-only
- **BYOK auto-fetch**: Creating a personal provider triggers model discovery from provider API
- **User model refresh**: `POST /api-configs/:id/models/fetch` endpoint + UI button
- **Composite model IDs**: `configId:modelId` format prevents cross-provider collisions
- **Audit log foundation**: All admin operations logged with actor, action, resource
- **Journey integration tests**: API-driven test suite replacing fake-data tests
- **Frontend test suite**: 107 tests, 27 suites validating model processing pipeline
- **Live Venice API test**: Proves real BYOK → auto-fetch → models visible flow

### Fixed
- **API key storage**: `json:"-"` tag on `ProviderConfig.APIKeyEnc` silently dropped
  keys during admin create/update. Fixed with wrapper structs that bypass the tag.
- **NULL model_default scan**: `scanProviders()` crashed on NULL `model_default` column,
  silently hiding all team and BYOK models. Fixed with `sql.NullString`.
- **Nil slice serialization**: Go nil slices serialized as JSON `null` instead of `[]`,
  breaking frontend fallback chains. Fixed with `make([]T, 0)`.
- **Frontend error swallowing**: API responses with `errors` field were silently ignored.

### Changed
- Backward-compatible API routes with v0.8 field name aliases
- User model preferences table (`user_model_settings`)