859 lines
43 KiB
Markdown
859 lines
43 KiB
Markdown
# Roadmap — Chat Switchboard
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**See also:**
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- [ARCHITECTURE.md](ARCHITECTURE.md) — Core services design, store layer, scope model
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- [EXTENSIONS.md](EXTENSIONS.md) — Extension system spec (Browser/Starlark/Sidecar tiers,
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manifests, browser tool bridge, surfaces/modes, model roles)
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- [CHANGELOG.md](../CHANGELOG.md) — Detailed release notes for all completed versions
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**Versioning (pre-1.0):** `0.<major>.<minor>` — hotfixes use quad: `0.x.y.z`
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No compatibility guarantees before 1.0.
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---
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## Dependency Graph
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Features have real dependencies. This ordering respects them.
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```
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v0.9.x Stability + Quick UX Wins ✅
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│
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v0.9.3 Content Visibility & Block Controls ✅
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│
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v0.9.4 API Key Encryption + Vault ✅
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│
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v0.10.0 Model Roles (utility + embedding) ✅
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+ Usage Tracking
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│
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v0.10.2 Summarize & Continue ✅
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│
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v0.10.3 Frontend Refactor ✅
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│
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v0.10.4 Model Type Pipeline + Role Fixes ✅
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│
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v0.10.5 UI Primitives + Extension Surfaces ✅
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│
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v0.11.0 Extension Foundation (browser tier) ✅
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│
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┌───────┴──────────────┐
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│ │
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v0.12.0 File Handling v0.13.0 Admin Panel
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+ Vision ✅ Refactor (fullscreen) ✅
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│ │
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│ v0.13.1 Web Search
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│ + url_fetch ✅
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│ │
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└───────┬──────────────┘
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│
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v0.14.0 Knowledge Bases ✅ (embedding role + file storage + pgvector)
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│
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v0.15.0 Compaction ✅ (utility role + background job)
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│
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v0.15.1 Context Recall Tools ✅ (attachment_recall, conversation_search)
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│
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┌───────┴──────────────┐
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│ │
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v0.16.0 User Groups v0.17.0 Persona-KB Binding
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+ Resource Grants ✅ + Enterprise KB Mode
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│ + QOL / UX Wins
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└───────┬──────────────┘
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│
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┌───────┴──────────────┐
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│ │
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v0.17.1 SQLite Backend ✅ v0.17.2 CodeMirror 6 ✅
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v0.17.3 Notes Graph + Wikilinks ✅
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(dual DB) (editor bundle, chat
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│ input, ext editor)
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└───────┬──────────────┘
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│
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v0.18.0 Memory ✅ (user + persona scopes, review pipeline)
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│
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v0.18.1 Side Panel Architecture ✅ (single-slot, ctx.ui primitives, mermaid refactor)
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│
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v0.19.0 Projects / Workspaces ✅ (project groups, KB resolution, drag-drop sidebar)
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│
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v0.19.1 Active Project + System Prompt + Detail Panel ✅
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│
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v0.19.2 Project Persona Default + Archive + Reorder ✅
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│
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v0.20.0 Notifications + @mention Routing + Multi-model ✅
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│
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v0.21.0 Workspace Storage Primitive ✅
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│
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┌───────┴──────────────┐
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│ │
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v0.21.1 Workspace ✅ v0.21.3 Surface Infra ✅
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Tools + Bindings + REPL (parallel)
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│ │
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v0.21.2 Workspace ✅ v0.21.5 Editor Surface ✅
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Indexing + Search (Development Mode)
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│ │
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v0.21.4 Git ✅ v0.21.6 Editor Surface ✅
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Integration + Document Output
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└───────┬──────────────┘
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│
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v0.21.7 Bugfix: scanJSON driver buffer aliasing ✅
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│
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v0.22.0 Provider Health + Capability Overrides ✅
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+ Workspace Pane Refactor (FE)
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│
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v0.22.1 Provider Extensions (declarative config) ✅
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│
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v0.22.2 Routing Policies + Fallback Chains ✅
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│
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v0.22.3 Provider Admin UI + Deferred Polish ✅
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│
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v0.22.4 Provider Health UX + Project Files + Export ✅
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│
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v0.22.5 Surfaces + Go Templates + Admin Bug Fixes ✅
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│
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v0.22.6 Split Deployment Fix + CI Timeout + Code Pruning ✅
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│
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v0.22.7 Surface Prototypes (Theme + ChatPane + Splash) ✅
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│
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v0.22.8 Surface Integration (Wire into existing JS) ✅
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│
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v0.23.0 @mention Routing + Persona Handles + Proxy ✅
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│
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v0.23.1 Multi-User Navigation + Conversation Taxonomy ✅
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│
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v0.23.2 Multi-User Polish + Channel Lifecycle ✅
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│
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v0.24.0 Auth Abstraction + User Identity ✅
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│
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├── v0.24.1 mTLS + OIDC Providers (parallel) ✅
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│ │
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│ └── v0.24.3 Anonymous Sessions ✅
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│
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└── v0.24.2 Fine-Grained Permissions (parallel) ✅
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│
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v0.25.0 Dynamic Surfaces + Context-Aware Tools
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(pane system, manifest-driven surfaces,
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editor rebuild, tool predicates,
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persona tool grants)
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│
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v0.26.0 Workflow Engine
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(team-owned staged processes,
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human + AI collab, visitor
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intake, assignment queue)
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│
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v0.27.0 Tasks / Autonomous Agents
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(service channels, scheduler,
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unattended execution)
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```
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---
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## Completed Releases
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> Full details for all completed versions are in [CHANGELOG.md](../CHANGELOG.md).
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### ✅ v0.9.0 — Schema Consolidation + BYOK
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21 migrations → single schema, store layer abstraction, persona-as-trust-boundary,
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BYOK with auto-fetch, composite model IDs, journey integration tests.
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### ✅ v0.9.1 — Capability Architecture + Docs
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Removed static known model table. Resolution chain: catalog → heuristic only.
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Frontend relies solely on backend for capabilities. Docs rewrite.
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### ✅ v0.9.2 — Quick UX Wins + Hardening
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Collapsible code blocks, HTML preview, token counter, context warning, proxy
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interception detection, environment injection, team admin audit scoping.
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### ✅ v0.9.3 — Content Visibility & Block Controls
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Button-driven code collapse, always-rendered thinking blocks, tool call
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persistence in history, Notes panel → unified side panel, streaming refactor
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(`streamWithToolLoop`), regenerate fix.
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### ✅ v0.9.4 — API Key Encryption + Vault
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Two-tier AES-256-GCM: env-var key for global/team, per-user UEK (Argon2id)
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for personal BYOK. `server/crypto/` package. Migration 003. Startup backfill.
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DOMPurify strict allowlist (XSS fix).
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### ✅ v0.10.0 — Model Roles + Usage Tracking + Vault Debt
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Named role slots (utility, embedding) with fallback. `Provider.Embed()` interface.
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`usage_log` + `model_pricing` tables. Streaming token capture. Vault debt:
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UEK re-wrap on password change, destruction on admin reset.
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### ✅ v0.10.1 — Polish + UX
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Admin system prompt injection, Personas tab, Team Management modal extraction,
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preview pane enhancements, code download, personal usage scoped to BYOK.
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### ✅ v0.10.2 — Summarize & Continue + Role Cleanup
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User-triggered conversation compaction via utility role. Summary as tree node
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with boundary metadata. BYOK role overrides (personal → team → global).
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Utility rate limiting. Generation role removed.
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### ✅ v0.10.3 — Frontend Refactor
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2 monolith files → 13 domain-scoped files (~544 lines avg). Zero features,
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no function renames. Vanilla JS, no build step.
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See [REFACTOR-0.10.3.md](REFACTOR-0.10.3.md).
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### ✅ v0.10.4 — Model Type Pipeline + Role Fixes
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`model_type` (chat/embedding/image) captured end-to-end from provider API
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through catalog to frontend. Role dropdowns filter by type.
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### ✅ v0.10.5 — UI Primitives + Extension Surfaces
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Shared `Providers`/`Roles` registries, 6 consolidated render primitives,
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`showConfirm()` replacing native dialogs, `.popup-menu` CSS primitive.
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Removed ~400 lines of duplication.
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### ✅ v0.11.0 — Extension Foundation (Browser Tier)
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Full extension lifecycle: manifest, loader, scoped `ctx.*` API, browser tool
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bridge via WebSocket. Custom renderer pipeline. 2 server tools (calculator,
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datetime), 6 built-in browser extensions (Mermaid, KaTeX, CSV, Diff, JS
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Sandbox, Regex). See [EXTENSIONS.md](EXTENSIONS.md).
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### ✅ v0.12.0 — File Handling + Vision
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S3/PVC storage backend, image/file upload (📎, drag-drop, paste), multimodal
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message assembly, text extraction pipeline (PDF/DOCX/XLSX/PPTX/ODT/RTF),
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vault CLI (`rekey`/`status`), per-chat model persistence.
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### ✅ v0.13.0 — Admin Panel Refactor
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12-tab modal → fullscreen admin panel. 4 categories (People, AI, System,
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Monitoring) × section sidebar. URL-based routing, responsive, banner-aware.
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CSS design token cleanup.
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### ✅ v0.13.1 — Web Search + URL Fetch
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`web_search` + `url_fetch` tools. Search provider abstraction (DuckDuckGo,
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SearXNG). Tool categories with per-tool toggle UI in chat bar.
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### ✅ v0.14.0 — Knowledge Bases
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RAG: upload → chunk → embed (pgvector) → `kb_search` tool. Channel KB toggle.
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Team/personal KB scopes. Notes semantic search. Admin panel KB management.
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See [DESIGN-0.14.0.md](DESIGN-0.14.0.md).
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### ✅ v0.15.0 — Compaction
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Background scanner with configurable thresholds. Automatic summarization via
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utility role. Per-channel opt-in/out. Context budget guard rail (80% ceiling).
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### ✅ v0.15.1 — Context Recall Tools
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`attachment_recall` (list + read, channel-scoped), `conversation_search`
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(full-text via `plainto_tsquery`). Token estimator attachment awareness.
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### ✅ v0.16.0 — User Groups + Resource Grants
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Groups (global/team-scoped ACLs) decoupled from team membership. Three-way
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resource grants (team_only/global/groups) for Personas and KBs. Grant picker
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UI. Schema consolidation: 9 migrations → single `001_v016_schema.sql`.
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### ✅ v0.17.0 — Persona-KB Binding + Enterprise KB Mode + QOL
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Personas as KB gateways. `persona_knowledge_bases` binding, auto-search
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mode, enterprise KB discoverability controls. Team admin workflow.
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`HandleFromName()` auto-generation. Store layer sole DB interface.
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### ✅ v0.17.1 — SQLite Backend
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Dual-database support (Postgres + SQLite). `database/compat.go` dialect
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abstraction, `database.Q()` query rewriting, SQLite-specific migration
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set. Single-user / dev deployment mode.
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See [v0171-sqlite-backend.md](v0171-sqlite-backend.md).
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### ✅ v0.17.2 — CodeMirror 6 Integration
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CM6 replaces textarea: `codeEditor()` + `chatInput()` + `noteEditor()`
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factories. 20+ languages bundled, Vim/Emacs keybindings, `[[wikilink]]`
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autocomplete. esbuild bundle. See [DESIGN-CM6.md](DESIGN-CM6.md).
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### ✅ v0.17.3 — Notes Graph + Wikilinks
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`[[wikilink]]` bi-directional linking, `note_links` junction table,
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Canvas force-directed graph visualization. Daily notes, folder tree,
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markdown preview. See [DESIGN-0.17.3.md](archive/DESIGN-0.17.3.md).
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### ✅ v0.18.0 — Memory (User + Persona Scopes)
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User + persona memory extraction pipeline. Background summarization via
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utility role. Memory injection into system prompt. Admin review panel.
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`memories` + `persona_memories` tables.
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### ✅ v0.18.1 — Side Panel Architecture
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Single-slot panel system. Panel registry with independent open/close.
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Dual-view mode (two panels side-by-side). `ctx.ui.openPreview()`,
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keyboard shortcuts. Extension UI participation. Mobile swipe.
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### ✅ v0.19.0 — Projects / Workspaces
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Project container: channels, KBs, personas, system prompt, team scope.
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`projects` + `project_channels` tables. Drag-drop sidebar.
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### ✅ v0.19.1 — Active Project + System Prompt + Detail Panel
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Active project context in chat. Project system prompt prepend. Detail
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panel (info, members, KBs, channels). Channel-project binding UI.
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### ✅ v0.19.2 — Project Persona Default + Archive + Reorder
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Project-level default persona. Archive/unarchive. Drag-to-reorder
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sidebar items. Project settings persistence.
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### ✅ v0.20.0 — Notifications + @mention Routing + Multi-model
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Bell dropdown notifications. `@mention` resolves to persona handles and
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model IDs. Multi-model chat. `notifications` table, WebSocket push,
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`channel_participants` table. AI-to-AI chaining, context poisoning
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prevention (Anthropic rewrite, OpenAI Name field).
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### ✅ v0.21.x — Workspace Platform + Extension Surfaces
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Seven-release series. v0.21.0: workspace storage primitive. v0.21.1:
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workspace tools + channel/project binding. v0.21.2: workspace indexing +
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semantic search. v0.21.3: surface infrastructure + REPL. v0.21.4: git
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integration (clone/push/pull/commit, credential management). v0.21.5:
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editor surface (IDE-like: file tree + CM6 + chat pane). v0.21.6: article
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surface + document output pipeline + hash router. v0.21.7: scanJSON
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driver buffer aliasing bugfix. See [DESIGN-0.21.0.md](archive/DESIGN-0.21.0.md).
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### ✅ v0.22.0 — Provider Health + Capability Overrides
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`provider_health` accumulator (5-min windows, 1h retention). Health
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badges. `capability_overrides` table. Two-tier capability resolution
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(catalog sync → heuristic → optional admin override). Provider-scoped
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capabilities.
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### ✅ v0.22.1 — Provider Extensions (Declarative Config)
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YAML-based provider type registration. Settings schema per provider type.
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Venice.ai provider. Provider-specific parameter pass-through. Extended
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thinking support (Anthropic).
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### ✅ v0.22.2 — Routing Policies + Fallback Chains
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`routing_policies` table. Three policy types: `model_preference`,
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`provider_failover`, `cost_optimize`. Channel-bindable. Failover
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execution in completion handler. Health-aware skip.
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### ✅ v0.22.3 — Provider Admin UI + Deferred Polish
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Provider health dashboard, capability override editor, routing policy
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builder. Model catalog sync trigger. Dynamic provider config form.
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### ✅ v0.22.4 — Provider Health UX + Project Files + Export
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Health dots in model selector. Project files tab (channel file
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aggregation). Conversation export (JSON, Markdown). Bulk file download.
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### ✅ v0.22.5 — Surfaces + Go Templates + Admin Bug Fixes
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Go `html/template` engine with `//go:embed`. Six surfaces (chat, editor,
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notes, settings, admin, login). Reusable components (model-select,
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team-select, file-upload). `AuthOrRedirect` middleware. CSP nonces.
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### ✅ v0.22.6 — Split Deployment Fix + CI Timeout + Code Pruning
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`BACKEND_URL` fail-fast, ~2,430 lines OBE code removed (router.js,
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surfaces.js, SPA shell). Extension surfaces intentionally broken pending
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pane refactor (→ v0.25.0). Service worker BUILD_HASH cache key.
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### ✅ v0.22.7 — Surface Prototypes (Theme + ChatPane + Splash)
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`theme.css` with CSS custom properties. `ChatPane.create()` factory
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pattern. Login/splash redesign. Toast stack, badges, icon buttons,
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avatar upload, confirm dialog. Settings feature gates (BYOK, Personas).
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### ✅ v0.22.8 — Surface Integration (Wire into Existing JS)
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`ChatPane.primary` bridge from server-rendered mount points. Theme wired
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to settings appearance. Admin hybrid section loaders. Naming cleanup:
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preset → persona, APIConfigID → ProviderConfigID.
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---
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## Technical Debt + Deferred Items
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Items deferred from completed releases that remain outstanding.
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Organized by domain. Pull into a version when the surrounding work
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makes them a natural addition.
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**Surfaces + Editor (→ v0.25.0 natural home)**
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- [ ] Extension loader: surfaces from manifest.json (was v0.21.3)
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- [ ] Editor drag-drop file reorder (was v0.21.5)
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- [ ] Article drag-to-reorder outline sections (was v0.21.6)
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- [ ] Article-specific AI tools: suggest_outline, expand_section, check_citations (was v0.21.6)
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- [ ] PDF export via pandoc (was v0.21.6)
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- [ ] Mobile: mode selector collapses to hamburger/bottom nav (was v0.21.3)
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**Workspace + Git**
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- [ ] Workspace settings UI: git config section in channel/project settings (was v0.21.4)
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- [ ] User settings: git credentials management UI (was v0.21.4)
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- [ ] `.gitignore` respect in workspace indexing (was v0.21.4)
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- [ ] Integration tests: clone, commit, push/pull cycle — requires git binary in CI (was v0.21.4)
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**Provider Health + Routing**
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- [ ] `RecordOutcome` for web_search and url_fetch (search provider health tracking)
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- [ ] Rate limit tracking per provider config (requests/minute counter in health accumulator)
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- [ ] Auto-disable: mark provider inactive when `down` for N consecutive health windows
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- [ ] `capability_match` policy type ("cheapest model with tool_calling")
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- [ ] Latency-aware routing: track response time percentiles, prefer faster providers
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- [ ] Cost-aware routing with budget ceiling per request
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- [ ] New provider types registrable via config file (OpenAI-compatible + custom schema)
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- [ ] Provider profile editor: key-value config per provider type, preview of effective settings
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- [ ] Fallback chain visualizer: drag-to-reorder provider priority per model family
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---
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## ✅ v0.23.0 — @mention Routing + Persona Handles + Proxy
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@mention routing works in any chat against the full model catalog and persona
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registry. No roster, groups, or participant setup required — just type `@handle`
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or `@model-id` and send.
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**@mention Resolution**
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- [x] `resolveMention()`: direct DB lookup — persona handle (exact/prefix) → model catalog (exact/prefix)
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- [x] Autocomplete popup on `@` in any chat — all enabled models + personas
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- [x] Handle field on personas: auto-generated from name, unique, editable
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- [x] @mention pill rendering in message content (accent-colored, code-aware)
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- [x] Context boundaries: persona→plain and persona→persona style isolation
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- [x] Participant list injection: system prompt tells LLM who it can @mention
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**AI-to-AI Chaining**
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- [x] `chainIfMentioned()`: uses `resolveMention()` on assistant response content
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- [x] Self-mention blocked, depth capped at 5
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- [x] WebSocket delivery (`message.created` + typing indicators)
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- [x] Same resolution path for user→LLM and LLM→LLM routing
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**Provider Proxy**
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- [x] `proxy_mode` (system/direct/custom) + `proxy_url` on `provider_configs`
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- [x] All four providers use `cfg.Client()` with mode-aware HTTP transport
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- [x] Bad custom URL falls back to system (not direct) — safe for mandatory-proxy environments
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**Channel Infrastructure**
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- [x] `channel_participants` table with polymorphic types and roles
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- [x] `channel_models` partial indexes: persona entries keyed per-persona, raw models per-provider
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- [x] Per-provider model preferences (composite keys in `user_model_settings`)
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- [x] `persona_groups` + `persona_group_members` tables (schema ready, CRUD not yet wired)
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---
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## ✅ v0.23.1 — Multi-User Navigation + Conversation Taxonomy
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|
||
Conversation type taxonomy (direct/dm/group/channel/workflow), three-section
|
||
sidebar (Projects → Channels → Chats), folder system for chats, DM plumbing,
|
||
channel configuration with `ai_mode`, presence heartbeat, and the unified
|
||
active conversation model.
|
||
|
||
Depends on: @mention routing (v0.23.0), WebSocket infrastructure (exists).
|
||
See [DESIGN-0_23_1.md](DESIGN-0_23_1.md) for the full spec.
|
||
|
||
**Conversation Types:**
|
||
- [x] Five-type taxonomy: direct (1:1 AI), dm (human-to-human), group (multi-participant), channel (named persistent), workflow (staged, deferred)
|
||
- [x] Channel type constraint extended: `dm`, `channel` added to `type` CHECK
|
||
- [x] `ai_mode` column on channels: `auto` | `mention_only` | `off`
|
||
- [x] `ai_mode` guard in completion handler — `off` returns 403, `mention_only` without @mention delivers without AI
|
||
- [x] `topic` column on channels for header display
|
||
|
||
**Sidebar Architecture:**
|
||
- [x] Three collapsible sections: Projects → Channels → Chats
|
||
- [x] `renderChannelsSection()` with # / person icons, unread badges, online dots
|
||
- [x] Channel items: context menu (rename, set topic, delete), ⋯ hover button
|
||
- [x] Section collapse/expand state in localStorage
|
||
|
||
**Folder System:**
|
||
- [x] `chat_folders` table, CRUD handler (`handlers/folders.go`)
|
||
- [x] Drag chats into/out of folders; folder context menu (rename, delete)
|
||
- [x] Folder delete modal: "Keep chats" / "Delete chats too" / Cancel
|
||
- [x] Unfiled drop zone when folders exist
|
||
|
||
**DM Plumbing:**
|
||
- [x] `resolveMention()` extended to resolve users (exact + prefix on username)
|
||
- [x] User @mention skips AI, delivers `user.mentioned` WebSocket notification
|
||
- [x] DM creation flow with user search modal
|
||
- [x] DM dedup guard — one channel per participant pair
|
||
|
||
**Presence:**
|
||
- [x] `user_presence` table with heartbeat upsert
|
||
- [x] `POST /presence/heartbeat` (30s interval), `GET /presence?users=...` (90s threshold)
|
||
- [x] Presence WebSocket events: `presence.changed`
|
||
|
||
**Channel Participants:**
|
||
- [x] `channel_participants` CRUD handler, auto-created on channel creation
|
||
- [x] Persona group CRUD endpoints wired (`persona_groups`, `persona_group_members`)
|
||
- [x] DM participant auto-creation from `req.Participants`
|
||
|
||
**Migration:**
|
||
- [x] 016_v023_multiuser: `ai_mode`, `topic`, `user_presence`, channel type extension
|
||
|
||
---
|
||
|
||
## ✅ v0.23.2 — Multi-User Polish + Channel Lifecycle
|
||
|
||
Bug fixes, unified active conversation refactor, channel lifecycle (archive/delete),
|
||
group chat leader routing, `@all` fan-out, message attribution, and deferred
|
||
surface integration from v0.22.8.
|
||
|
||
Depends on: v0.23.1 sidebar and conversation taxonomy.
|
||
|
||
**Unified Active Conversation:**
|
||
- [x] `App.activeConversation = { id, type }` replaces `currentChatId` + `currentChannelId`
|
||
- [x] `setActive(id, type)`, `activeId` getter, `getActiveChat()` helper
|
||
- [x] Send path, model bar, streaming, session restore all keyed off `activeConversation.id`
|
||
- [x] Sidebar highlight works across both chat and channel sections
|
||
|
||
**Group Chat + Persona Groups:**
|
||
- [x] Group leader default response: no @mention in group → leader persona responds
|
||
- [x] `@all` fan-out: routes to every persona participant, depth-1 only
|
||
- [x] Participant mutation guards: DMs keep ≥2 humans, groups keep ≥1 persona
|
||
- [x] "New Group Chat" flow with ad-hoc persona picker
|
||
|
||
**Message Attribution:**
|
||
- [x] Human sender display: other participants show avatar + display name (not "You")
|
||
- [x] Persona sender display verified for loaded history in channel context
|
||
|
||
**Channel Lifecycle:**
|
||
- [x] Archive action via context menu (`is_archived`, `archived_at`)
|
||
- [x] Delete gated by `channel_retention.mode` (flexible/retain)
|
||
- [x] Admin purge with `purge_after_days` floor
|
||
- [x] Retention config keys in `global_config`
|
||
|
||
**Bug Fixes:**
|
||
- [x] Channel persistence through refresh (resp.channels → resp.data)
|
||
- [x] Folder drag-and-drop (folderId mapping, drop handlers, unfiled zone)
|
||
- [x] DM creation 404 → added `GET /users/search` endpoint
|
||
- [x] Channel ⋯ menu consistency (replaced ✕ with hover ⋯ pattern)
|
||
- [x] Folder ⋯ button reflow (visibility:hidden instead of display:none)
|
||
- [x] Unread subquery using `last_read_at` (not migration-017-dependent column)
|
||
- [x] Settings Models section template wiring
|
||
- [x] `u.avatar` → `u.avatar_url` in ListMessages JOIN and treepath
|
||
|
||
**Surface Integration (deferred v0.22.8):**
|
||
- [x] `ChatPane.primary` bridge from server-rendered mount points
|
||
- [x] Theme save/load cycle wired to settings appearance
|
||
- [x] Admin hybrid section loaders completed
|
||
- [x] Settings surface: models toggles, persona CRUD, BYOK, teams
|
||
|
||
**@mention UX:**
|
||
- [x] Autocomplete includes users alongside personas and models
|
||
- [x] User mention pill styling (distinct color from persona pills)
|
||
- [x] `user.mentioned` WebSocket notification with toast
|
||
|
||
**Migration:**
|
||
- [x] 017_unread: `last_read_message_id` on `channel_participants`
|
||
|
||
---
|
||
|
||
## v0.24.0 — Auth Abstraction + User Identity ✅
|
||
|
||
Auth provider interface decoupling builtin auth from the handler/middleware
|
||
layer. User model extended with `auth_source`, `external_id`, `handle`.
|
||
@mention resolution upgraded to use handles. Zero behavior change for
|
||
existing users — builtin mode goes through the new abstraction identically.
|
||
|
||
See [DESIGN-0.24.0.md](DESIGN-0.24.0.md) for the full spec including
|
||
v0.24.1–v0.24.3 subversions.
|
||
|
||
Depends on: v0.23.0 (channel_participants), v0.16.0 (groups), v0.9.4 (vault).
|
||
|
||
**Auth Provider Interface (`server/auth/`):**
|
||
- [x] `Provider` interface: `Mode()`, `Authenticate()`, `SupportsRegistration()`, `Register()`
|
||
- [x] `BuiltinProvider`: extracts login/register from `handlers/auth.go`
|
||
- [x] `UniqueHandle()`: collision-safe handle generation with `-2`, `-3` suffixes
|
||
- [x] `ErrorToHTTPStatus()`: maps auth errors to HTTP codes
|
||
- [x] `ParseMode()`: validates `AUTH_MODE` string with error return
|
||
|
||
**Auth Handler Refactor:**
|
||
- [x] `AuthHandler` gains `provider auth.Provider` field
|
||
- [x] `Login()` delegates to `provider.Authenticate()`, then vault unlock + JWT
|
||
- [x] `Register()` delegates to `provider.Register()`, then vault init + JWT
|
||
- [x] `generateTokens()` response includes `handle`, `auth_source`
|
||
- [x] `BootstrapAdmin()` / `SeedUsers()` backfill handles for existing users
|
||
|
||
**User Model Extension:**
|
||
- [x] `AuthSource` (builtin/mtls/oidc), `ExternalID` (nullable), `Handle` (unique)
|
||
- [x] All user store queries (PG + SQLite) include three new columns
|
||
- [x] `GetByHandle()`, `GetByExternalID()` on both store implementations
|
||
- [x] Unified `scanOneUser` / `scanOne` helpers replace per-method scan blocks
|
||
|
||
**Config + Middleware:**
|
||
- [x] `AUTH_MODE` env var (default `builtin`)
|
||
- [x] `main.go` dispatch: builtin wired, mTLS/OIDC fail-fast at startup
|
||
- [x] Middleware unchanged — JWT validation is auth-mode-agnostic
|
||
|
||
**@mention Resolution:**
|
||
- [x] `resolveMention()` uses `LOWER(handle)` instead of `LOWER(username)`
|
||
- [x] `SearchUsers` returns `handle`, filters on handle
|
||
- [x] Frontend autocomplete matches on handle, uses handle as @mention token
|
||
|
||
**Migration:**
|
||
- [x] 018_auth_abstraction: `auth_source`, `external_id`, `handle` columns + unique indexes + backfill
|
||
|
||
---
|
||
|
||
## v0.24.1 — mTLS + OIDC Providers ✅
|
||
|
||
Two external auth implementations plugging into v0.24.0's provider interface.
|
||
Keycloak integration test environment via docker-compose overlay.
|
||
|
||
Depends on: auth abstraction (v0.24.0).
|
||
See [DESIGN-0.24.0.md](DESIGN-0.24.0.md) §v0.24.1 for full spec.
|
||
|
||
- [x] mTLS provider: trusted header extraction, cert DN parsing, auto-provision
|
||
- [x] OIDC provider: well-known discovery, JWKS caching, token validation, claim extraction
|
||
- [x] OIDC authorization code flow: login redirect, code exchange, token handoff via fragment
|
||
- [x] Split-horizon issuer support (`OIDC_EXTERNAL_ISSUER_URL` for Docker/K8s)
|
||
- [x] OIDC claim → group mapping (external groups sync to internal groups with `source=oidc`)
|
||
- [x] Login page adapts by `AUTH_MODE` (form / cert status / SSO button)
|
||
- [x] Keycloak docker-compose overlay with pre-configured realm (`ci/keycloak-realm.json`)
|
||
- [x] `QArgs()` dialect adapter: handles Postgres `$N` reuse for SQLite arg expansion
|
||
- [x] `database.QueryRow/Query/Exec` wrappers with automatic arg expansion
|
||
- [x] Migration 019: `oidc_auth_state` table, `groups.source` column
|
||
- [x] Unit tests: mTLS (ParseDN, config), OIDC (discovery, auth URL, mode), QArgs (5 tests)
|
||
- [x] Regression test: `TestIntegration_ChannelListWithTypeFilter`
|
||
- [x] SQLite local dev fixes: `_time_format` DSN, store wiring, nginx resolver, extension assets
|
||
|
||
---
|
||
|
||
## v0.24.2 — Fine-Grained Permissions
|
||
|
||
Groups become capability carriers. Permission model on top of existing
|
||
group infrastructure.
|
||
|
||
Depends on: auth abstraction (v0.24.0). Parallel to v0.24.1.
|
||
See [DESIGN-0.24.0.md](DESIGN-0.24.0.md) §v0.24.2 for full spec.
|
||
|
||
- [x] Permission constants (`domain.action` convention, code-level enum)
|
||
- [x] `permissions` JSONB column on groups
|
||
- [x] `ResolvePermissions()`: union of group permissions + Everyone group
|
||
- [x] `RequirePermission()` middleware
|
||
- [x] Token budgets: per-group daily/monthly ceilings, enforced in completion handler
|
||
- [x] Model access control: per-group model allowlists
|
||
- [x] Admin UI: permission checklist, budget fields, model picker on group edit
|
||
- [x] Everyone group supersedes `DefaultUserPerms` (seeded in migration, editable in admin)
|
||
- [x] Migration 020: permissions, budgets, allowed_models on groups
|
||
|
||
---
|
||
|
||
## v0.24.3 — Anonymous / Session Participants
|
||
|
||
Unauthenticated visitors for workflow intake channels. Direct
|
||
prerequisite for v0.26.0 (Workflow Engine).
|
||
|
||
Depends on: mTLS provider (v0.24.1) for cert-based anonymous identity.
|
||
See [DESIGN-0.24.0.md](DESIGN-0.24.0.md) §v0.24.3 for full spec.
|
||
|
||
- [x] `session_participants` table (channel-scoped, ephemeral token)
|
||
- [x] `AuthOrSession()` middleware: tries JWT first, falls back to session cookie (cookie-based, no separate session JWT needed)
|
||
- [x] Capability scoping: session participants limited to their bound channel
|
||
- [x] mTLS anonymous path: cert fingerprint as stable session identity
|
||
- [x] `channels.allow_anonymous` flag
|
||
- [x] Session added as channel participant (`participant_type=session`, `role=visitor`)
|
||
- [x] Workflow entry page: `GET /w/:id` (Go template, standalone chat UI)
|
||
- [x] Migration 021: `session_participants` table, `allow_anonymous` column
|
||
|
||
---
|
||
|
||
## v0.25.0 — Dynamic Surfaces + Context-Aware Tools
|
||
|
||
Pane-based surface architecture and context-aware tool system.
|
||
Replaces the "one surface active at a time" model (v0.21.3) with
|
||
composable multi-pane layouts. Establishes manifest-driven surface
|
||
registration, component extraction, and the tool predicate system.
|
||
Editor surface rebuilt as proof-of-concept — eat our own dog food.
|
||
|
||
Depends on: Go template engine (v0.22.5), ChatPane component (v0.22.7),
|
||
surface integration (v0.22.8). See [DESIGN-SURFACES.md](DESIGN-SURFACES.md)
|
||
for the layer model.
|
||
|
||
See [DESIGN-0.25.0.md](DESIGN-0.25.0.md) for full spec.
|
||
|
||
**Pane System**
|
||
- [ ] Pane container: workspace area holds 1+ panes side-by-side (replaces single-surface model)
|
||
- [ ] Pane lifecycle: create, mount, resize, minimize, destroy — independent of surface lifecycle
|
||
- [ ] Resizable splits: drag handles between panes, user-resizable, persisted per-user/per-project
|
||
- [ ] Layout presets: single (default), split-2 (editor+chat), split-3 (tree+editor+chat)
|
||
- [ ] Default: single Chat pane — zero cognitive overhead, identical to current UX
|
||
- [ ] Pane registry: named panes with independent state (scroll, selection, open file)
|
||
|
||
**Surface Manifest + Registration**
|
||
- [ ] Surface manifest schema: `id`, `route`, `title`, `components`, `data_requires`, `script`, `auth`
|
||
- [ ] Dynamic route generation in page engine from registered surfaces
|
||
- [ ] Data loader registry: surfaces declare data requirements, engine assembles loaders
|
||
- [ ] `/s/:slug` route namespace for extension/dynamic surfaces
|
||
- [ ] Core surfaces (chat, admin, settings, notes) migrated to manifest pattern
|
||
- [ ] `window.__PAGE_DATA__` injection from declared `data_requires` (existing pattern, formalized)
|
||
|
||
**Component Extraction**
|
||
- [ ] FileTree: extracted from `editor-mode.js`, standalone component with Go template partial + JS hydration
|
||
- [ ] CodeEditor: CM6 `codeEditor()` factory formalized as component (already exists, needs instance pattern)
|
||
- [ ] NoteEditor: extracted from `notes.js`, standalone component
|
||
- [ ] ModelSelector: extracted from chat surface, reusable across surfaces
|
||
- [ ] Each component: Go template partial (server shell) + JS class (hydration) + CSS (scoped)
|
||
|
||
**Editor Surface Rebuild (Dog Food)**
|
||
- [ ] Editor surface rebuilt on pane system: file tree pane + code editor pane + ChatPane (assist)
|
||
- [ ] Surface manifest declares three panes with resizable splits
|
||
- [ ] File tree pane: workspace_ls backed, context menu, nested directories, file icons, git status badges
|
||
- [ ] Code editor pane: CM6 with language detection, tab bar, Ctrl+S save, auto-save on pane switch
|
||
- [ ] Chat pane: `ChatPane.create()` in assist role — same channel context, workspace-scoped tools
|
||
- [ ] Proves: multi-pane layout, ChatPane embedding, resizable splits, surface lifecycle
|
||
- [ ] Replaces broken `editor-mode.js` (48K, dead since v0.22.6 code pruning)
|
||
|
||
**Shared Surface Routes**
|
||
- [ ] `/s/editor/:wsId` — editor surface via direct URL (replaces hash routing for external links)
|
||
- [ ] `/s/article/:wsId/:path` — article surface via direct URL
|
||
- [ ] `/p/:id` — shared project view (server-rendered shell)
|
||
- [ ] Auth gating: public pages skip auth, authenticated pages require JWT
|
||
|
||
**Context-Aware Tool System**
|
||
- [ ] `ToolContext` struct: channel type, workspace ID, workflow ID, team ID, persona ID, is_visitor
|
||
- [ ] `Require` predicate type on Tool interface: `Availability() Require`
|
||
- [ ] `BaseTool` embed for backward compat (defaults to `AlwaysAvailable`)
|
||
- [ ] Built-in predicates: `RequireWorkspace`, `RequireWorkflow`, `RequireTeam`, `DenyVisitor`, `All()`
|
||
- [ ] `tools.AvailableFor(tctx, disabled)` replaces `AllDefinitionsFiltered()`
|
||
- [ ] Workspace tools: `RequireWorkspace + DenyVisitor` (self-declared, eliminates manual suppression lists)
|
||
- [ ] Git tools: `RequireWorkspace + DenyVisitor` (same — kills `WorkspaceToolNames()`/`GitToolNames()`)
|
||
- [ ] `workspace_create` tool: available only when no workspace bound, disappears once one exists
|
||
- [ ] Memory/notes tools: `DenyVisitor`
|
||
|
||
**Persona Tool Grants (Wire Existing Infrastructure)**
|
||
- [ ] Completion handler applies `GetToolGrants()` as second-pass allowlist on context-available tools
|
||
- [ ] Empty grants = inherit all (backward compat). Explicit grants = allowlist only those tools.
|
||
- [ ] Persona create/edit UI: "Tools" section — multi-select checklist grouped by category
|
||
- [ ] Version snapshot includes persona tool grants at snapshot time (frozen for running instances)
|
||
- [ ] No migration needed — `persona_grants` table, `grant_type='tool'`, `GetToolGrants()` already exist
|
||
|
||
**`ExecutionContext` Extension**
|
||
- [ ] Add `WorkflowID`, `TeamID` fields to `ExecutionContext` (tools/types.go)
|
||
- [ ] Populated from channel record in completion handler before tool execution
|
||
|
||
---
|
||
|
||
## v0.26.0 — Workflow Engine
|
||
|
||
Team-owned, stage-based process execution. The channel is the runtime,
|
||
personas drive each stage, and the existing tool/notes infrastructure
|
||
handles structured data collection. Dynamic surfaces (v0.25.0) provide
|
||
the pane system for visitor chat, team member views, and the workflow
|
||
builder. See [ARCHITECTURE.md — Workflow
|
||
Architecture](ARCHITECTURE.md#workflow-architecture-future--v0210) for
|
||
the conceptual model.
|
||
|
||
Depends on: dynamic surfaces (v0.25.0), multi-participant channels (v0.23.0),
|
||
anonymous identity (v0.24.3), permissions (v0.24.2).
|
||
|
||
See [DESIGN-0.26.0.md](DESIGN-0.26.0.md) for full spec.
|
||
|
||
**Workflow Definitions**
|
||
- [ ] `workflows` table: `team_id`, `name`, `slug` (globally unique), `description`, `branding` (JSONB), `entry_mode`, `is_active`, `version`
|
||
- [ ] `workflow_stages` table: `workflow_id`, `ordinal`, `persona_id`, `assignment_team_id`, `form_template` (JSONB), `auto_transition`, `transition_rules` (JSONB)
|
||
- [ ] `workflow_versions` table: immutable snapshots (full JSON: definition + stages + persona tool grants)
|
||
- [ ] Team-admin CRUD: create/edit/delete workflows and stages, reorder stages
|
||
- [ ] Workflow versioning: edits increment version, active instances continue on creation-time snapshot
|
||
|
||
**Workflow Instances (Channels)**
|
||
- [ ] Workflow-typed channels: `type='workflow'`, `workflow_id`, `workflow_version`, `current_stage`, `stage_data` (JSONB)
|
||
- [ ] `workflow_status` enum: `active`, `completed`, `stale`, `cancelled`
|
||
- [ ] `last_activity_at` tracking for staleness detection
|
||
- [ ] Entry point: public link generates workflow channel, adds anonymous participant, binds stage 1 persona, auto-creates workspace
|
||
- [ ] Stage transitions: AI-triggered (`workflow_advance` tool), human-triggered (button), rejection (return to previous stage with reason)
|
||
- [ ] On transition: swap active persona, notify assignment team, update channel metadata, create channel-scoped note with form data
|
||
- [ ] Staleness sweep: background job marks idle instances as `stale` (configurable threshold per-workflow)
|
||
- [ ] Stale instance UX: visitor sees "Continue or Start Over" (start over creates new instance on latest version)
|
||
|
||
**Visitor Experience (Surfaces)**
|
||
- [ ] Workflow landing page surface: `/w/:slug` — branded page with persona avatar, description, "Start" button
|
||
- [ ] Visitor chat surface: `/w/:slug/c/:channelId` — purpose-built bubble chat (NOT full ChatPane)
|
||
- [ ] `workflow-chat.js`: lightweight JS — WebSocket, markdown rendering, typing indicator, stage transition animation
|
||
- [ ] Branded CSS: accent color from `workflow.branding`, system dark/light mode
|
||
- [ ] Visitor tool scoping: `DenyVisitor` predicates + persona tool grants restrict tool set
|
||
- [ ] Dynamic form pages deferred — persona IS the form (collects data conversationally)
|
||
|
||
**AI Intake**
|
||
- [ ] `workflow_advance` tool: `RequireWorkflow` availability, collects form data, triggers stage transition
|
||
- [ ] Form template → persona system prompt injection ("collect these fields: ...")
|
||
- [ ] Tool calls create channel-scoped notes as form responses
|
||
- [ ] Stage rejection: persona sees rejection reason in conversation history, re-collects
|
||
|
||
**Assignment + Queue**
|
||
- [ ] `workflow_assignments` table: `channel_id`, `stage`, `team_id`, `assigned_to`, `status`
|
||
- [ ] Assignment queue: unassigned workflow channels visible to team members
|
||
- [ ] Claim model: optimistic lock (`UPDATE ... WHERE status = 'unassigned'`)
|
||
- [ ] Round-robin auto-assignment (optional, per-stage `transition_rules`)
|
||
- [ ] Assignment notifications via existing notification infrastructure + WebSocket
|
||
|
||
**Team Member Collaboration**
|
||
- [ ] Assigned member sees full history (AI intake + artifacts + notes)
|
||
- [ ] Persona remains active — assists both visitor and team member
|
||
- [ ] Member can trigger stage transitions (advance / reject), add notes, invoke tools
|
||
- [ ] Member can reassign to different team member or escalate to different team
|
||
|
||
**Frontend**
|
||
- [ ] Workflow builder UI in team admin panel (stage list, persona picker, form template editor)
|
||
- [ ] Queue sidebar section showing unassigned workflow channels for user's teams
|
||
- [ ] Channel header: workflow stage indicator, advance/reject controls
|
||
- [ ] Persona tool grants display in workflow builder (read-only — shows what tools each stage persona has)
|
||
|
||
**Migration**
|
||
- [ ] 022_workflows.sql: `workflows`, `workflow_stages`, `workflow_versions`, `workflow_assignments`, channel columns
|
||
- [ ] Session cleanup job for completed/cancelled workflow channels
|
||
|
||
---
|
||
|
||
## v0.27.0 — Tasks / Autonomous Agents
|
||
|
||
Unattended execution — workflows without a human in the loop.
|
||
Depends on: workflow engine (v0.26.0).
|
||
|
||
_(Shifted from v0.23.0 — no content changes, dependency refs updated to v0.26.0)_
|
||
|
||
- [ ] Scheduler + task runner (cron-like triggers for workflow instantiation)
|
||
- [ ] `task_create` tool (AI can spawn sub-workflows)
|
||
- [ ] `type: 'service'` channels: workflow instances with no human participants
|
||
- [ ] Execution budgets: max tokens, max tool calls, max wall-clock per stage
|
||
- [ ] Admin controls for resource limits and kill switches
|
||
- [ ] Completion webhooks (notify external systems when workflow completes)
|
||
- [ ] Workflow chaining: one workflow's completion triggers another workflow's start
|
||
|
||
---
|
||
|
||
## TBD (unscheduled — real features, no immediate need)
|
||
|
||
Items that are real but don't yet have a version assignment. Pull left
|
||
based on need.
|
||
|
||
**Extension System — Additional Extensions**
|
||
- Image generation tool (browser or sidecar, provider-agnostic)
|
||
- STT/TTS (browser extension, Web Speech API — personal use case)
|
||
- Code execution sandbox (server-side, container isolation)
|
||
|
||
**Extension System — Server Tiers**
|
||
- Starlark runtime integration (Tier 1 — server sandbox)
|
||
- Sidecar HTTP tool protocol (Tier 2 — container isolation)
|
||
- Server-side tool execution in completion handler
|
||
|
||
**Desktop + Mobile**
|
||
- Desktop app (Tauri)
|
||
- Full PWA with offline capability
|
||
- Mobile-optimized layouts (beyond current responsive)
|
||
|
||
**Data + Portability**
|
||
- Bulk export/import (account data, conversations, settings)
|
||
- ChatGPT/other tool import
|
||
- GDPR-style "download my data"
|
||
- Backup/restore CronJob manifests
|
||
|
||
**UX / Multi-Seat**
|
||
- "Group" scope badge on model selector / KB list: show access-source annotation so users see _why_ they have access (global, team, group grant). Requires backend to include `access_source` in list responses.
|
||
- Per-provider model preferences: `user_model_settings` unique key is `(user_id, model_id)` — same model from different providers shares one visibility toggle. Needs `provider_config_id` dimension in DB constraint, store, API, and frontend `hiddenModels` keying. Frontend composite key (`configId:modelId`) already exists in `App.models[].id`.
|
||
|
||
**Projects — Future**
|
||
- Project-specific files: full project-level upload (own endpoint, storage path, UI surface — not just channel attachment re-linking)
|
||
- Project templates: create new projects from predefined configurations (persona, KBs, system prompt)
|
||
- Project creation dialog: replace `prompt()` with proper modal (name, description, persona, KB picker)
|
||
- Admin-level project management: cross-instance visibility, reassign ownership, enforce team policies (scope: enterprise only, BYOK personal projects stay private)
|
||
- Sub-projects / nested hierarchy: child inherits parent KBs, system prompt, persona (deferred until usage patterns clarify need vs tags/labels)
|
||
|
||
**Knowledge Bases — Future**
|
||
- KB auto-injection: top-K chunk prepend to system prompt, context budget aware, per-channel toggle (latency budgeting required)
|
||
- Hybrid search: combine vector similarity with full-text `tsvector`, re-rank
|
||
- Semantic chunking: embedding-based boundary detection for smarter splits
|
||
- HNSW index: better query performance than IVFFlat for large datasets
|
||
- Web scraping source: ingest URLs as KB documents (extends url_fetch)
|
||
- Scheduled re-indexing: periodic rebuild when source documents update
|
||
- ~~Store cleanup: add `UpdateDocumentStorageKey()` to `KnowledgeBaseStore` interface~~ _(done in v0.17.0)_
|
||
(currently uses direct `database.DB.ExecContext` in handler — works but bypasses store layer)
|
||
|
||
**Memory — Future**
|
||
- Memory compaction: summarize old memories to save context tokens
|
||
- Memory confidence decay: reduce confidence over time, prune low-confidence entries
|
||
- Memory export/import: portable memory format across instances
|
||
- Cross-persona memory sharing (opt-in): e.g. "coding assistant" can read facts from "project manager"
|
||
- Memory analytics: dashboard showing what Personas are learning, memory growth trends
|
||
|
||
**Platform**
|
||
- Rate limiting per user/team/tier (token budgets)
|
||
- ~~Provider health monitoring~~ → v0.22.0 + key rotation
|
||
- Multi-tenant SaaS mode
|
||
- Plugin/extension marketplace
|
||
- Virtual scroll for long conversations
|
||
- ~~SQLite backend option (single-user / dev)~~ → v0.17.1
|
||
- **Helm chart.** The k8s/ raw manifests with `${VAR}` substitution have served well but are friction for external adopters and make values management manual. A Helm chart wraps the same backend + frontend deployments with a `values.yaml` (replicas, image tags, ingress host, storage class, secret refs, resource limits, feature flags). Target: `helm install switchboard ./chart` for a fresh cluster, `helm upgrade` for rolling deploys. Subcharts for optional Postgres (for dev/test — prod uses external). Candidate for v0.28+ or a parallel track once the core feature set stabilizes.
|
||
|
||
~~**Pane Architecture (Workspace Container)**~~ → moved to v0.25.0
|
||
|
||
~~**Surfaces as Extensions**~~ → moved to v0.25.0 (core infrastructure). Marketplace, Surface IDE, and project-bound defaults remain future items:
|
||
- Surface IDE: built-in surface for building surfaces — Go template editor for server-rendered shells, JS/CSS editor for client behavior, live preview in sandboxed region
|
||
- Surface marketplace: share custom surfaces across instances (presentation mode, kanban, form builder, dashboard, etc.)
|
||
- Project-bound surface/pane defaults: project config specifies which panes are available and default layout |