Jeffrey Smith
139f593698
Mark all v0.2.5 items as complete. Add changelog entry covering dead code removal, template cleanup, UI fixes, and PoC docs. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
146 lines
10 KiB
Markdown
146 lines
10 KiB
Markdown
# Switchboard Core — Roadmap
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## Current: v0.2.0 — SDK & Triggers
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Fork of chat-switchboard, gutted to a pure extension platform. All AI/chat
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features removed from the kernel. What remains is the minimum viable
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platform that extensions build on.
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### Retained kernel capabilities
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- **Auth**: builtin (simple), mTLS, OIDC
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- **Identity**: users, teams, groups, permissions (RBAC)
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- **Packages**: surfaces, extensions, libraries, workflows
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- **Starlark sandbox**: capability-gated modules
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- **Storage**: object storage (PVC, S3), ext_data tables
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- **Realtime**: WebSocket hub, presence, multi-replica HA
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- **Ops**: audit log, notifications, maintenance goroutine
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### Phase 0 (complete)
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| Step | Status | Description |
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|------|--------|-------------|
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| 1. Module rename | ✅ | `chat-switchboard` → `switchboard-core` |
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| 2. Delete packages | ✅ | 15 Go packages, 29 handler files removed |
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| 3. Gut stores/models | ✅ | 40 → 20 store interfaces, kernel-only models |
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| 4. Fresh migrations | ✅ | 9 files × 2 dialects, 27 tables |
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| 5. Fix compilation | ✅ | `go build ./...` clean, 300+ stale route lines cut |
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| 6. Fix tests | ✅ | 8 test packages pass, ~12K stale test lines pruned |
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| 7. Frontend gut | ✅ | Shell + SDK only, 50+ files of chat/notes/projects code removed |
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| 8. New ICD | ✅ | Full OpenAPI 3.0.3 spec — 160 operations across 22 tag groups |
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| 9. CI/CD + Dockerfile | ✅ | Single unified image, FE/BE split removed, DB names updated, k8s var alignment fixes (resource quantities, image name, rollout deployment name) |
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| 10. Smoke test | ✅ | K8s deploy live at switchboard.gobha.ai/test, nginx BASE_PATH fixed, login→admin flow verified, branding updated |
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## v0.2.x — SDK & Triggers
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The contract that extensions build against. Three trigger primitives,
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SDK stabilization, and the first rebuilt extension (tasks).
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### v0.2.0 — RBAC + Settings Cascade (complete)
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| Step | Status | Description |
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|------|--------|-------------|
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| Admin → RBAC group | ✅ | `surface.admin.access` permission + Admins system group replaces `role == "admin"` checks. Admin bypass removed from permission middleware. |
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| Settings cascade | ✅ | `user_overridable` flag, three-tier resolution (global → team → user), team settings API |
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| ~~Settings override model~~ | ✅ | Shipped with settings cascade above |
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### v0.2.1 — Default Surface + ICD
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| Step | Status | Description |
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|------|--------|-------------|
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| Default surface routing | ✅ | `/` redirects to configurable default surface. No surfaces → admin. First install becomes default. Changeable in admin settings. |
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| ICD (API contract) | ✅ | Full OpenAPI 3.0.3 spec — 160 operations, 22 tag groups, reusable component schemas. Served at `/api/docs`. |
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### v0.2.2 — Event Bus + Triggers
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| Step | Status | Description |
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|------|--------|-------------|
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| Event bus subscriptions | ✅ | Extensions register event patterns in manifest. Wired via `bus.Subscribe()` on startup. Async handler invocation. |
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| Webhook triggers | ✅ | Inbound HTTP at `/api/v1/hooks/:package_id/:slug`. HMAC-SHA256 verification. Synchronous Starlark handler response. |
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| Scheduled tasks | ✅ | User-created cron tasks with restricted sandbox (no raw HTTP, no DB table creation). Runs as creator identity. Templates from extensions. Dedicated schedules API. |
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| Trigger admin API | ✅ | CRUD for triggers + schedules. Enable/disable, execution logs, per-package listing. |
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### v0.2.3 — SDK + Task Extension
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| Step | Status | Description |
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|------|--------|-------------|
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| SDK stabilization | ✅ | `sw.api.ext()`, `sw.storage`, `sw.theme.tokens`, `sw.ui`, `sw.slots`, `sw.actions` — six new SDK modules for extension development |
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| Task extension | ✅ | Full task surface rebuilt as Starlark extension: CRUD API, kanban/list views, event triggers, webhook integration, notifications on completion |
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### v0.2.4 — Shell Navigation + Schedules
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| Step | Status | Description |
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|------|--------|-------------|
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| SDK Topbar | ✅ | `sw.shell.Topbar` — composable navigation bar (title + extension slot + bell + user menu). Surfaces get consistent nav for free. |
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| Schedules surface | ✅ | New `packages/schedules/` wrapping kernel cron API. Table view, cron preview, enable/disable, manual run, execution logs. |
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| Manifest icons | ✅ | `icon` field in manifest.json (emoji). Surfaces API returns icon. UserMenu renders per-surface icons. |
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| UserMenu cleanup | ✅ | Removed dead Chat/Notes/Projects links. Menu driven by surfaces API. Core surfaces filtered. |
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| isAdmin RBAC fix | ✅ | `can.js` isAdmin() now checks `surface.admin.access` grant instead of deprecated role column. |
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### v0.2.5 — UI Polish + Dead Code Audit
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| Step | Status | Description |
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|------|--------|-------------|
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| UI bug pass | ✅ | Reviewed admin, settings, login surfaces in light/dark themes. Fixed settings crash (models API undefined when no providers). Renamed vestigial "Chat Defaults" heading. |
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| Dead code sweep | ✅ | Removed ~500 lines: orphaned CSS (chat, channel, project, notes, editor-chat, sidebar, router-picker), dead Go types (Grant, CompositeModelKey, NoteGraph*), stale event code (chat.typing/channel.typing), unused test helpers (seed_helpers.go), vestigial fmt.Sprintf references. |
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| Template cleanup | ✅ | Removed stale CSS link tags (sw-chat-pane.css, sw-notes-pane.css, chat.css) from base.html and workflow.html. Deleted orphaned chat-pane.html component template. Updated doc comments. |
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| Package proof-of-concept status | ✅ | Created README.md for tasks + schedules packages documenting PoC status and graduation criteria. Added missing icon fields to 4 package manifests. |
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### v0.2.6 — Workflow Architecture
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| Step | Status | Description |
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|------|--------|-------------|
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| 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. |
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| Trigger composition model | ⬚ | How do triggers, schedules, and workflows compose? Event chains, conditional branching, error handling. Design doc before code. |
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| Extension lifecycle | ⬚ | Define permanent vs PoC extensions. Package graduation criteria. Dependency policy. What ships with core vs what's installed separately. |
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## v0.3.0 — Notes Surface
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Obsidian-style rich-text notes rebuilt as an installable surface package.
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Zero platform special-casing. Proves the full extension stack E2E.
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- Notes as `.pkg` archive
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- Rich text editor (ProseMirror or similar)
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- Folder tree, backlinks, tags — all extension-provided
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- Markdown import/export
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## v0.4.0 — MVP
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Extension and operations tracks converge. First externally usable release.
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- Package registry (browse, install, update, uninstall)
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- Package distribution model (no auto-install; explicit install only)
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- Health monitoring dashboard
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- Backup/restore tooling
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- Documentation site
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## Post-MVP
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- Chat extension (provider registry, streaming, personas, tool system)
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- Rich media extensions: image generation, code sandbox, STT/TTS
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- Desktop app (Tauri or Electron)
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- Sidecar tier: container-based extensions
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- Federation: cross-instance package sharing
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- Plugin marketplace with signing and review
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- Mermaid diagrams extension (nice-to-have)
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## Design Decisions Log
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| Decision | Rationale |
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|----------|-----------|
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| Tasks → extension | Scheduler was the most entangled kernel component (~3,400 lines). Rebuilding as extension validates the trigger system and removes the worst compilation debt. Three trigger primitives (time, webhook, event) replace the monolithic scheduler. |
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| Sessions removed | Channel-based sessions coupled to deleted chat system. Workflow instances need new storage model — either ext_data tables or a dedicated kernel table. |
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| `chat_only` → `custom` | Stage mode `chat_only` implied chat as a kernel concept. Renamed to `custom` which delegates to a surface package, proving extension composability. |
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| Providers removed from kernel | Provider configs, model catalog, routing policies — all moved to extension track. Kernel provides credential storage (connections) and the Starlark `provider.complete` module as the interface. |
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| Kernel permissions simplified | From 16 chat-centric permissions to 6 platform permissions. Extensions define their own capability requirements in manifests. |
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| Preact+htm retained | 3KB runtime, no build step, works for extension authors without bundler config. KISS. |
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| Single Docker image | Drop the frontend/backend split. Go binary + assets + migrations in one image. Simpler deployment, fewer moving parts. |
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| Admin → RBAC group | The `role` column is pre-RBAC. v0.2.0 replaces it with a seeded "Admins" group + `surface.admin.access` grant. All users auto-join "Everyone" group. Admin middleware becomes a grant check, not a role check. |
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| Settings cascade | RBAC controls scope auth (who can set at what level). `user_overridable` flag controls whether lower scopes can override higher. Two orthogonal axes, composes cleanly with extension manifests. |
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| No new migrations pre-MVP | Edit existing migration SQL files in place. No migration chains until schema is in production. |
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| Notes over Editor | First surface is Obsidian-style notes (rich text, folders, backlinks) instead of a code editor. Notes is a stronger E2E proof — it exercises ext_data, storage, and the SDK more fully than a pure-browser CM6 editor. |
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| No built-in auto-install | Extensions ship in the repo but are not auto-installed. Distribution model TBD — explicit install only. Keeps the kernel clean and avoids opinionated defaults. |
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| Chat → post-MVP | Chat extension (providers, streaming, personas) is valuable but not MVP-critical. The platform must prove itself with simpler surfaces first. Chat moves to post-MVP track. |
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| Two trigger tiers | Event + webhook triggers are extension-declared (manifest contract, full sandbox). Scheduled tasks are user-created ad-hoc (restricted sandbox — no raw HTTP, no DB table creation, connections-only outbound). Separation keeps extension contracts static and user automation safe. |
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| Scheduled task identity | Tasks run as their creator (RBAC-scoped). Admin-created tasks can opt into system context. Creator deactivation pauses the schedule. Ensures audit trail and permission boundaries. |
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