# v0.15.0 Phase 1 — Changeset Notes

## Files included in this zip (new or fully replaced)

```
server/treepath/path.go          NEW — PathMessage, GetActivePath, etc.
server/treepath/summary.go       NEW — IsSummaryMessage, FindSummaryBoundary
server/treepath/cursor.go        NEW — UpdateCursor, NextSiblingIndex
server/treepath/siblings.go      NEW — GetSiblingCount, GetSiblings, FindLeafFromMessage
server/compaction/compaction.go  NEW — Service, Compact, CheckRateLimit
server/handlers/tree.go          REPLACED — thin wrappers delegating to treepath
server/handlers/summarize.go     REPLACED — thin HTTP wrapper using compaction.Service
src/js/settings-handlers.js      REPLACED — bug fixes for display name + role config
```

## Surgical edits needed in existing files

### 1. `server/handlers/completion.go`

**Delete** the `isSummaryMessage` function (lines ~832–841). It is now
defined in `treepath/summary.go` and aliased in `handlers/tree.go`.
Without this deletion, the build fails with a duplicate function error.

```go
// DELETE this entire function from completion.go:

// isSummaryMessage checks if a PathMessage has summary metadata.
func isSummaryMessage(m *PathMessage) bool {
	if m.Metadata == nil {
		return false
	}
	var meta map[string]interface{}
	if err := json.Unmarshal(*m.Metadata, &meta); err != nil {
		return false
	}
	return meta["type"] == "summary"
}
```

No other changes needed in completion.go — the `isSummaryMessage` calls
throughout the file now resolve via the alias in `handlers/tree.go`.

### 2. `server/main.go`

**Change** the summarize handler wiring (~line 252). Old constructor
takes `(stores, roleResolver)`, new one takes `(*compaction.Service)`.

```go
// ── BEFORE ──
// Summarize & Continue
summarize := handlers.NewSummarizeHandler(stores, roleResolver)
protected.POST("/channels/:id/summarize", summarize.Summarize)

// ── AFTER ──
// Compaction service (shared by manual summarize handler + future auto-scanner)
compactionSvc := compaction.NewService(stores, roleResolver)

// Summarize & Continue (manual compaction via HTTP)
summarize := handlers.NewSummarizeHandler(compactionSvc)
protected.POST("/channels/:id/summarize", summarize.Summarize)
```

**Add import** at top of main.go:
```go
"git.gobha.me/xcaliber/chat-switchboard/compaction"
```

## Bug fixes included

### Display Name not saved or used

`handleSaveSettings()` now also saves `display_name` and `email` via
`API.updateProfile()`. Updates `API.user` and calls `UI.updateUser()` so
the sidebar reflects the change immediately.

### User utility model role not displayed after save

`_initUserRolePrimitive()` → `fetchModels` callback now calls the
global `fetchModels()` (which refreshes `App.models` from the server)
before returning the model list. This ensures recently added personal
provider models appear in the role config dropdown after tab switch or
save-refresh.

## Verification

After applying all changes:

1. `cd server && go build .` — should compile cleanly
2. Existing integration tests should pass (no behavior change)
3. Manual test: Settings → Profile → change display name → Save → verify
   sidebar updates and value persists on reload
4. Manual test: Settings → Model Roles → pick personal provider + model →
   Save → verify dropdown shows saved values after refresh