core/CHANGELOG.md

# Changelog

All notable changes to Switchboard Core are documented here.

## [Unreleased] — v0.2.0

### Added

- **Full RBAC**: all authorization flows through group membership and permission
  grants. No magic roles, no implicit group membership, no special-casing.
- `surface.admin.access` permission — any group can grant admin panel access
- Admins system group seeded with all platform permissions
- Everyone system group — all users explicitly added on creation
- `EnsureEveryoneGroup()`, `AddToAdminsGroup()`, `RemoveFromAdminsGroup()` helpers
- `SeedAdminsGroupMember()`, `SeedEveryoneGroupMember()` test helpers
- System groups re-seeded after `TruncateAll` in test helper
- OIDC `isIdPAdmin()` — maps IdP role claims to Admins group membership
- **Settings cascade**: three-tier resolution (global → team → user) with
  `user_overridable` flag per manifest setting key. Admins can lock settings
  that team admins and users cannot override.
- `package_team_settings` table for team-scoped package setting overrides
- Team admin API: `GET/PUT/DELETE /api/v1/teams/:teamId/packages/:pkgId/settings`
- `RunContext.TeamID` for team-aware Starlark settings resolution
- `store.ResolveSettings()` / `store.FilterOverridableKeys()` pure functions
- `store.ParseSettingsSchema()` extracts `user_overridable` from manifests

### Changed

- `RequireAdmin()` / `RequireAdminPage()` check `surface.admin.access` grant
- `RequirePermission()` no longer bypasses for admin role
- `ResolvePermissions()` unions explicit group memberships only (no implicit Everyone)
- All user creation paths (builtin, OIDC, mTLS, admin, bootstrap, seed) add to
  Everyone group. Admin users added to Admins group.
- JWT claims no longer include `role` field
- Login response no longer includes `role` in user object
- Profile endpoint no longer returns `role`
- Profile bootstrap resolves permissions from groups (no admin shortcut)
- Middleware auth cache tracks `isActive` only (no role)
- Admin create user accepts `is_admin` bool (not role string)
- Admin update role endpoint accepts `is_admin` bool, manages Admins group directly
- Demotion/deletion safeguards check Admins group member count
- Notifications `RoleFallbackHandler` queries Admins group members
- OIDC syncs Admins group on login (no role column writes)
- Kernel permissions: 6 → 7 (added `surface.admin.access`)
- Admin users UI: role dropdown removed, admin managed through groups
- Starlark `settings.get()` uses cascade resolver instead of naive merge
- User settings save (`POST /extensions/:id/settings`) strips non-overridable keys

### Removed

- **`users.role` column** — dropped from schema, model, JWT, all handlers
- `UserRoleAdmin`, `UserRoleUser` constants
- `CountByRole()` store method
- `DefaultRole` config for OIDC and mTLS providers
- `SyncAdminsGroupMembership()` (replaced by `AddToAdminsGroup`/`RemoveFromAdminsGroup`)
- OIDC `resolveRole()` (replaced by `isIdPAdmin()`)
- **Token budgets** from groups: columns, `ResolveTokenBudget()`, all store/handler/UI
- **Allowed models** from groups: column, `ResolveModelAllowlist()`, UI
- Admin groups UI: Token Budgets section, Allowed Models section

### Migration notes

- 001_core.sql (both dialects): removed `role` column from users table
- 002_teams.sql (both dialects): added Admins group seed, removed
  `token_budget_daily`, `token_budget_monthly`, `allowed_models` columns
- No new migration files — edited in place per pre-MVP policy

---

## [v0.1.0] — 2026-03-26

Forked from chat-switchboard v0.38.5. Gutted to a pure extension platform.

### Removed

- **AI/Chat system**: providers, model catalog, routing policies, personas,
  channels, messages, completion streaming, tool loop, compaction, memory,
  knowledge bases, notes, workspaces, projects, folders, files, export/import
- **Task scheduler**: entire scheduler package, task store, task handlers.
  Tasks will be rebuilt as a Starlark extension with three trigger primitives
  (time, webhook, event)
- **Session system**: channel-based anonymous sessions. Workflow instances
  will get new storage in v0.2.0
- **Health accumulator**: provider health windows, tool health tracking.
  Replaced with kernel-only Prune (ws_tickets, rate_limit_counters, presence)
- **15 Go packages**: tools, compaction, extraction, roles, mentions,
  notelinks, export, memory, knowledge, providers, routing, capabilities,
  filters, retention, workspace
- **29 handler files**, 6 test files, ~44K lines total

### Fixed

- CI deploy: k8s resource quantity vars (`BE_MEMORY_REQUEST` → `MEMORY_REQUEST`)
  aligned with CI workflow outputs — `envsubst` was producing empty strings
- CI deploy: image var (`BE_IMAGE` → `IMAGE`) — caused `InvalidImageName` in pods
- CI rollout: deployment name (`switchboard` → `switchboard-be`) — rollout
  verification was looking for wrong deployment name
- Nginx BASE_PATH: regex cache-header locations intercepted static asset
  requests before alias could strip the sub-path prefix — moved inside alias block
- Post-login blank page: dead Go template references (`surface-chat`,
  `surface-notes`, `surface-projects`) caused html/template to silently
  produce Content-Length: 0 responses
- Login branding: "Chat Switchboard" → "Switchboard Core", updated tagline
  and feature pills to reflect platform pivot

### Changed

- Module renamed: `chat-switchboard` → `switchboard-core`
- VERSION: `0.1.0`
- Default DB name: `switchboard_core`
- Fresh migrations: 9 files × 2 dialects (postgres + sqlite), 27 tables
- Store interfaces: 40 → 20 (13 in interfaces.go + 7 in separate iface files)
- Stage modes: `chat_only` removed, `custom` added
- Task output modes: `channel|note|webhook` → `notification|webhook|log`
- Kernel permissions: 16 → 6 (`extension.use`, `extension.install`,
  `workflow.create`, `workflow.submit`, `admin.view`, `token.unlimited`)
- Everyone group seed: `["extension.use","workflow.submit"]`
- Global settings seed: site name "Switchboard Core"
- Config: removed 7 dropped fields (SessionExpiryDays, WorkflowStaleHours,
  ProviderAutoDisableThreshold, ExtractionConcurrency, etc.)
- Health stores rewritten: kernel-only Prune for stale tickets, counters, presence
- Maintenance goroutine replaces scheduler for background cleanup

### Retained

- Identity & auth (builtin, mTLS, OIDC)
- Teams, groups, permissions
- Package system (surfaces, extensions, libraries, workflows)
- Starlark sandbox with capability-gated modules
- Extension connections & dependencies
- Workflow definitions, stages, versions
- Notifications & preferences
- Audit log
- Object storage (PVC, S3)
- WebSocket hub & presence
- Multi-replica HA (ws_tickets, rate_limit_counters)
- Frontend shell (preact+htm, SDK, vendor libs)