core/CHANGELOG.md

Changelog

All notable changes to Chat Switchboard.

[0.10.3] — 2026-02-24

Changed

• Frontend refactor: 2 monolith files → 13 domain-scoped files. Split ui.js (2,582 lines) and app.js (2,940 lines) into 13 focused files averaging ~544 lines each. No features added, no functions renamed, no architectural changes. Vanilla JS, no modules, no build step.

  New file structure:

  File	Lines	Domain
  ui-format.js	353	Markdown rendering, esc(), code blocks, side panel
  ui-core.js	974	UI object: sidebar, chat list, messages, streaming, model selector
  ui-settings.js	640	Settings tabs, teams, providers, user preferences
  ui-admin.js	645	Admin tabs, users, roles, usage, teams
  tokens.js	123	Context tracking, token estimation
  notes.js	364	Notes panel, editor, multi-select
  chat.js	584	Chat ops, send, regen, edit, branch, summarize
  settings-handlers.js	692	Settings save, provider CRUD, command palette
  admin-handlers.js	652	Admin actions, presets, team management
  app.js	567	State, init, boot, auth, listener dispatch

  Unchanged: api.js (575), debug.js (580), events.js (327).

• initListeners() decomposed into domain-specific init functions: _initChatListeners(), _initSettingsListeners(), _initAdminListeners(), _initNotesListeners(), _initGlobalKeyboard(). The orchestrator in app.js dispatches to each.

• Side panel resize changed from self-invoking IIFE to _initSidePanelResize() called during listener init, avoiding DOM timing issues.

• Service worker updated with new file list for pre-caching.

• Policy-gating tests updated to read from the correct source files after the split. All 159 tests pass.

[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.
• EXTENSIONS.md recovered into repo, updated with Appendix A (Custom Renderers) and Appendix B (Model Roles with utility/embedding/generation slots)
• 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)