switchboard/core
Archived
1
0
Fork 0
Code Issues Pull Requests Actions Releases 9 Wiki Activity
This repository has been archived on 2026-04-03. You can view files and clone it. You cannot open issues or pull requests or push a commit.
Files
6c484fa7f8db6a9a7db43442f3ea2d110cb9dd7e
core/docs/archive/CHANGES-0.18.0-phase3.md

9.4 KiB
Raw Blame History

v0.18.0 Phase 3 — Frontend UI Changes Guide

Overview

Phase 3 adds the user-facing memory management UI:

  • Settings → Memory tab: view, search, edit, approve/reject memories
  • Admin → AI → Memory: review pipeline for auto-extracted memories
  • Persona forms: memory_enabled toggle + custom extraction prompt
  • Admin → System → Settings: memory extraction toggle

New Files (drop in place)

File Lines Description
src/js/memory-ui.js ~310 Memory UI module — settings panel, admin panel, persona form fields
src/css/memory.css ~230 Styles for memory cards, badges, toolbar, edit forms

Existing File Modifications

1. src/index.html — Add Memory Tab + Admin Section

A. Settings Modal — Add Memory Tab Button

After the Knowledge tab button (~line 389):

<button class=\"settings-tab\" data-stab=\"memory\" onclick=\"UI.switchSettingsTab('memory')\" id=\"settingsMemoryTabBtn\">Memory</button>

B. Settings Modal — Add Memory Tab Content

After the Knowledge Bases tab content block (after settingsKnowledgeBasesTab div, ~line 552):

<!-- Memory Tab (v0.18.0) -->
<div class=\"settings-tab-content\" id=\"settingsMemoryTab\" style=\"display:none\">
    <section class=\"settings-section\">
        <h3 style=\"font-size:14px;margin-bottom:4px\">My Memories</h3>
        <p class=\"section-hint\" style=\"margin-bottom:8px\">Facts and preferences learned from your conversations. Memories help AI provide more personalized responses.</p>
        <div id=\"settingsMemoryContent\"></div>
    </section>
</div>

C. Admin Panel — Add Memory Section

In the admin sections HTML, after the adminPresetsTab block (~line 790), add a new admin section:

<div class=\"admin-section-content\" id=\"adminMemoryTab\" style=\"display:none\">
    <div id=\"adminMemoryContent\"></div>
</div>

D. Admin Settings — Add Memory Extraction Toggle

In adminSettingsTab, after the Auto-Compaction section (~line 908):

<section class=\"settings-section\">
    <h3>Memory Extraction</h3>
    <label class=\"checkbox-label\"><input type=\"checkbox\" id=\"adminMemoryExtractionEnabled\"> Enable automatic memory extraction</label>
    <p class=\"section-hint\">When enabled, the system automatically extracts memorable facts from conversations using the utility model. Extracted memories require admin approval before becoming active. Requires a utility model role.</p>
    <div id=\"memoryExtractionConfigFields\" style=\"display:none;margin-top:8px\">
        <label class=\"checkbox-label\"><input type=\"checkbox\" id=\"adminMemoryAutoApprove\"> Auto-approve extracted memories</label>
        <p class=\"section-hint\">Skip the review pipeline and activate extracted memories immediately. Not recommended for sensitive environments.</p>
    </div>
</section>

E. Script + CSS Include

In the <head> section, add the CSS:

<link rel=\"stylesheet\" href=\"css/memory.css\">

In the script block at the bottom (after knowledge-ui.js):

<script src=\"js/memory-ui.js\"></script>

2. src/js/api.js — Memory API Client Methods

Add after the user presets section (~line 310):

// Memory (v0.18.0)
listMemories(status, query) {
    const params = new URLSearchParams();
    if (status) params.set('status', status);
    if (query) params.set('query', query);
    return this._get('/api/v1/memories?' + params.toString());
},
getMemoryCount() { return this._get('/api/v1/memories/count'); },
updateMemory(id, data) { return this._put(`/api/v1/memories/${id}`, data); },
deleteMemory(id) { return this._del(`/api/v1/memories/${id}`); },
approveMemory(id) { return this._post(`/api/v1/memories/${id}/approve`); },
rejectMemory(id) { return this._post(`/api/v1/memories/${id}/reject`); },
bulkApproveMemories(ids) { return this._post('/api/v1/admin/memories/bulk-approve', { ids }); },
adminListPendingMemories() { return this._get('/api/v1/admin/memories/pending'); },

3. src/js/ui-core.js — Wire Memory Tab into Settings

In switchSettingsTab() (~line 932), add after the knowledgeBases case:

if (tab === 'memory') {
    if (typeof MemoryUI !== 'undefined') {
        MemoryUI.openSettingsPanel();
    }
}

4. src/js/ui-admin.js — Register Memory in Admin Panel

A. Add "memory" to ADMIN_SECTIONS (~line 9)

const ADMIN_SECTIONS = {
    people:     ['users', 'teams', 'groups'],
    ai:         ['providers', 'models', 'presets', 'roles', 'knowledgeBases', 'memory'],
    system:     ['settings', 'storage', 'extensions'],
    monitoring: ['usage', 'audit', 'stats'],
};

B. Add label (~line 18)

In ADMIN_LABELS, add:

memory: 'Memory',

C. Add loader (~line 37)

In ADMIN_LOADERS, add:

memory: () => {
    if (typeof MemoryUI === 'undefined') {
        console.error('[Admin] MemoryUI not loaded');
        return;
    }
    MemoryUI.openAdminPanel();
},

5. src/js/ui-admin.js — Load/Save Memory Extraction Settings

A. In loadAdminSettings() (~after compaction config loading)

Add after the compaction threshold/cooldown block:

// Memory Extraction (v0.18.0)
const memCfg = getSetting('memory_extraction', {}) || {};
const memExtractionEl = document.getElementById('adminMemoryExtractionEnabled');
if (memExtractionEl) {
    memExtractionEl.checked = !!memCfg.enabled;
    document.getElementById('memoryExtractionConfigFields').style.display =
        memCfg.enabled ? '' : 'none';
}
const memAutoApproveEl = document.getElementById('adminMemoryAutoApprove');
if (memAutoApproveEl) memAutoApproveEl.checked = !!memCfg.auto_approve;

B. Wire toggle visibility

Add in _initAdminListeners() or inline:

document.getElementById('adminMemoryExtractionEnabled')?.addEventListener('change', function() {
    document.getElementById('memoryExtractionConfigFields').style.display =
        this.checked ? '' : 'none';
});

6. src/js/settings-handlers.js — Save Memory Extraction Config

In handleSaveAdminSettings(), before the final toast (~line 252):

// Memory Extraction config (v0.18.0)
const memExtractionEnabled = document.getElementById('adminMemoryExtractionEnabled')?.checked || false;
const memAutoApprove = document.getElementById('adminMemoryAutoApprove')?.checked || false;
await API.adminUpdateSetting('memory_extraction', { value: {
    enabled: memExtractionEnabled,
    auto_approve: memAutoApprove,
}});
await API.adminUpdateSetting('memory_extraction_enabled', { value: memExtractionEnabled });

7. src/js/ui-core.js — Persona Form Memory Fields

For admin persona forms, in the function that initializes the admin preset form (after renderPresetForm call), add:

if (typeof MemoryUI !== 'undefined') {
    MemoryUI.appendMemoryFields(container, prefix);
}

And in the submit handler, merge memory values:

const values = form.getValues();
if (typeof MemoryUI !== 'undefined') {
    Object.assign(values, MemoryUI.getMemoryValues(prefix));
}

When editing an existing persona, call:

if (typeof MemoryUI !== 'undefined') {
    MemoryUI.setMemoryValues(prefix, persona);
}

Testing Checklist

  1. Settings → Memory tab — click tab, verify memory list loads
  2. Memory search — type in search box, verify filtering works
  3. Memory status filter — switch between Active/Pending/Archived
  4. Edit memory — click pencil icon, modify key/value, save
  5. Delete memory — click trash icon, confirm, verify removal
  6. Approve/Reject — with pending memories, verify buttons work
  7. Approve All — bulk approve pending memories
  8. Admin → AI → Memory — navigate to admin memory panel
  9. Admin pending review — verify pending memories show with approve/reject
  10. Admin bulk approve — verify bulk action works
  11. Admin Settings → Memory Extraction — toggle on/off, verify checkbox persists
  12. Persona form — create new persona, verify memory section appears
  13. Persona memory toggle — uncheck, verify it persists on save
  14. Mobile responsive — test all memory views on narrow viewport
  15. Empty states — verify graceful display when no memories exist

CSS Variable Dependencies

The memory styles reference these existing CSS variables:

  • --bg-1, --bg-2, --bg-3 — background layers
  • --text-1, --text-2, --text-3 — text colors
  • --border — border color
  • --accent, --accent-dim, --accent-text — accent colors
  • --success, --warning, --danger — status colors

All are defined in the existing styles.css theme system.

Architecture Notes

  • MemoryUI follows the same pattern as KnowledgeUI — standalone module that integrates via typeof MemoryUI !== 'undefined' guards
  • No build step required — vanilla JS module loaded via <script> tag
  • Admin memory section registered in ADMIN_SECTIONS and ADMIN_LOADERS maps following the existing convention
  • Persona memory fields are appended dynamically via appendMemoryFields() rather than embedded in renderPresetForm() to avoid modifying the shared form builder
  • Debounce on search input prevents excessive API calls
  • Memory cards use inline edit — no modal, same pattern as note inline editing
  • CSS uses existing theme variables for consistent dark/light mode support
Reference in New Issue View Git Blame Copy Permalink