Commit graph

310 commits

Author SHA1 Message Date
Ramnique Singh
de176ec458 identify signed-in users on every app startup
Previously identify() only fired during the OAuth completion flow, so
existing installs (signed in before analytics shipped) and every cold
start of v0.3.4+ would emit main-process events under the anonymous
installation_id until the user happened to re-sign-in.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 20:21:37 +05:30
Ramnique Singh
43c1ba719f add posthog analytics for llm usage and auth events
Captures per-LLM-call token usage tagged by feature (copilot chat,
track block, meeting note, knowledge sync), plus sign-in / sign-out
and identity. Renderer and main share one PostHog identity so events
from either process resolve to the same user.

See apps/x/ANALYTICS.md for the event catalog, person properties,
use-case taxonomy, and how to add new events.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-28 19:53:40 +05:30
Ramnique Singh
d42fb26bcc allow per-track model + provider overrides
Track block YAML gains optional `model` and `provider` fields. When set,
the track runner passes them through to `createRun` so this specific
track runs on the chosen model/provider; when unset the global default
flows through (`getTrackBlockModel()` + the resolved provider).

The track skill picks up the new fields automatically via the embedded
`z.toJSONSchema(TrackBlockSchema)` and adds an explicit "Do Not Set"
section: copilot leaves them omitted unless the user named a specific
model or provider for the track. Common bad reasons ("might be faster",
"in case it matters", complex instruction) are called out so the
defaults stay the path of least resistance.

Track modal Details tab shows the values when set, in the same
conditional `<dt>/<dd>` style as the lastRun fields.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 16:58:18 +05:30
Ramnique Singh
caf00fae0c configurable kg / meeting / track-block model overrides
Bring back per-category model selection that 5c4aa772 dropped, plus add a
new track-block category. Each is a BYOK-only override on `LlmModelConfig`
(`knowledgeGraphModel`, `meetingNotesModel`, `trackBlockModel`); signed-in
users always get the curated gateway default and never hit the on-disk
config.

Three helpers in core/models/defaults.ts — `getKgModel`,
`getTrackBlockModel`, `getMeetingNotesModel` — each check `isSignedIn`
first (fast path) and fall through to `cfg.<field> ?? cfg.model` for BYOK.

The model is now picked at the invocation site rather than via runtime
agent-name branching: each top-level `createRun` for a polling KG agent
or a track-block update passes `model: await getXxxModel()`. The `model:`
declarations on the affected agent YAMLs are dropped — they were dead
code under the per-call override. Standalone (non-run) callers
`track/routing` and `summarize_meeting` use the helpers inline.

Settings dialog and the two onboarding flows surface the two new fields
("Meeting Notes Model", "Track Block Model") next to the existing
"Knowledge Graph Model"; `repo.setConfig` persists all three per-provider.

Note: the signed-in `RowboatModelSettings` panel still has its
now-defunct kg selector; that's a UI cleanup for a later pass.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-24 16:44:02 +05:30
Arjun
0bb256879c preserve formatting in chat input text 2026-04-23 21:29:51 +05:30
Arjun
75842fa06b assistant chat ui shows the model name properly 2026-04-23 00:49:06 +05:30
Ramnique Singh
5c4aa77255 freeze model + provider per run at creation time
The model dropdown was broken in two ways: it wrote to ~/.rowboat/config/models.json
(the BYOK creds file, stamped with a fake `flavor: 'openrouter'` to satisfy zod
when signed in), and the runtime ignored that write entirely for signed-in users
because `streamAgent` hard-coded `gpt-5.4`. Model selection was also globally
scoped, so every chat shared one brain.

This change moves model + provider out of the global config and onto the run
itself, resolved once at runs:create and frozen for the run's lifetime.

## Resolution

`runsCore.createRun` resolves per-field, falling through:

  run.model    = opts.model    ?? agent.model    ?? defaults.model
  run.provider = opts.provider ?? agent.provider ?? defaults.provider

A new `core/models/defaults.ts` is the only place in the codebase that branches
on signed-in state. `getDefaultModelAndProvider()` returns name strings;
`resolveProviderConfig(name)` does the name → full LlmProvider lookup at
runtime. `createProvider` learns about `flavor: 'rowboat'` so the gateway is
just another flavor.

`provider` is stored as a name (e.g. `"rowboat"`, `"openai"`), not a full
LlmProvider object. API keys never get written into the JSONL log; rotating a
key in models.json applies to existing runs without re-creation. Cost: deleting
a provider from settings breaks runs that referenced it (clear error surfaced
via `resolveProviderConfig`).

## Runtime

`streamAgent` no longer resolves anything — it reads `state.runModel` /
`state.runProvider`, looks up the provider config, instantiates. Subflows
inherit the parent run's pair, so KG / inline-task subagents run on whatever
the main run resolved to at creation. The `knowledgeGraphAgents` array,
`isKgAgent`, and the per-agent default constants are gone.

KG / inline-task / pre-built agents declare their preferred model in YAML
frontmatter (claude-haiku-4.5 / claude-sonnet-4.6) — used at resolution time
when those agents are themselves the top-level agent of a run (background
triggers, scheduled tasks, etc.).

## Standalone callers

Non-run LLM call sites (summarize_meeting, track/routing, builtin-tools
parseFile) and `agent-schedule/runner` were branching on signed-in
independently. They all route through `getDefaultModelAndProvider` +
`resolveProviderConfig` + `createProvider` now; `agent-schedule/runner`
switched from raw `runsRepo.create` to `runsCore.createRun` so resolution
applies to scheduled-agent runs too.

## UI

`chat-input-with-mentions` stops calling `models:saveConfig`. The dropdown
notifies the parent via `onSelectedModelChange` ({provider, model} as names);
App.tsx stashes selection per-tab and passes it to the next `runs:create`.
When a run already exists, the input fetches it and renders a static label —
model can't change mid-run.

## Legacy runs

A lenient zod schema in `repo.ts` (`StartEvent.extend(...optional)` plus
`RunEvent.or(LegacyStartEvent)`) parses pre-existing runs. `repo.fetch` fills
missing model/provider from current defaults and returns the strict canonical
`Run` type. No file-rewriting migration; no impact on the canonical schema in
`@x/shared`.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-22 12:26:01 +05:30
tusharmagar
0f051ea467 fix: duplicate navigation button 2026-04-21 13:02:44 +05:30
Ramnique Singh
4c46bf4c25 serialise prompt blocks to markdown 2026-04-20 17:19:36 +05:30
Ramnique Singh
e8a7cd59c1 fix \n repitition in markdown editor 2026-04-20 17:19:21 +05:30
Ramnique Singh
56edc5a730 clean up invisible chars in yaml parse 2026-04-20 16:22:31 +05:30
Ramnique Singh
5d65616cfb add prompt block 2026-04-20 14:42:13 +05:30
Ramnique Singh
8e0a3e2991 render tables in markdown 2026-04-20 10:43:27 +05:30
Arjun
5aedec2db9 inline-expand knowledge folders via hover chevron 2026-04-18 12:22:54 +05:30
arkml
acc655172d
Iframe (#502)
Added iframe block
2026-04-18 12:10:40 +05:30
Arjun
1f58c1f6cb fix build issue 2026-04-18 00:22:03 +05:30
Arjun
eaab438666 feat(suggested-topics): populate and integrate suggested topics 2026-04-17 23:09:54 +05:30
tusharmagar
e9cdd3f6eb feat(ui): add Suggested Topics feature 2026-04-17 23:09:54 +05:30
tusharmagar
50df9ed178 feat(composio): hide composio from copilot whilst the API key is not set in isSignedIn is false
- Added a function to invalidate the Copilot instructions cache when setting the API key.
- Updated the Composio tools prompt to return an empty string if Composio is not configured, simplifying the user experience.
- Refactored the Copilot instructions to conditionally include Composio-related guidance based on configuration status, improving clarity on third-party service interactions.
- Introduced a new function to build a skill catalog string, allowing for optional exclusion of specific skills, enhancing the skill management capabilities.
2026-04-16 17:12:43 +05:30
Arjun
933df9c4a8 assistant knows middle pane 2026-04-16 17:09:11 +05:30
Arjun
ebc56b5312 removed unused import 2026-04-16 17:09:11 +05:30
Arjun
e71107320c improve instructions for assistant creating notes 2026-04-16 17:09:11 +05:30
Arjun
a240ff777f clipboard copy in assistant works as expected 2026-04-16 17:09:11 +05:30
Arjun
efe2a93d8a move top icons to sidebar buttons 2026-04-16 17:09:11 +05:30
arkml
7dbfcb72f4
Browser2 (#495)
Add tabbed embedded browser and assistant browser control
2026-04-15 13:21:09 +05:30
Ramnique Singh
e2c13f0f6f
Add tracks — auto-updating note blocks with scheduled and event-driven triggers
Track blocks are YAML-fenced sections embedded in markdown notes whose output
is rewritten by a background agent. Three trigger types: manual (Run button or
Copilot), scheduled (cron / window / once with a 2 min grace window), and
event-driven (Gmail/Calendar sync events routed via an LLM classifier with a
second-pass agent decision). Output lives between <!--track-target:ID-->
comment markers that render as editable content in the Tiptap editor so users
can read and extend AI-generated content inline.

Core:
- Schedule and event pipelines run as independent polling loops (15s / 5s),
  both calling the same triggerTrackUpdate orchestrator. Events are FIFO via
  monotonic IDs; a per-track Set guards against duplicate runs.
- Track-run agent builds three message variants (manual/timed/event) — the
  event variant includes a Pass 2 directive to skip updates on false positives
  flagged by the liberal Pass 1 router.
- IPC surface: track:run/get/update/replaceYaml/delete plus tracks:events
  forward of the pub-sub bus to the renderer.
- Gmail emits per-thread events; Calendar bundles a digest per sync.

Copilot:
- New `tracks` skill (auto-generated canonical schema from Zod via
  z.toJSONSchema) teaches block creation, editing, and proactive suggestion.
- `run-track-block` tool with optional `context` parameter for backfills
  (e.g. seeding a new email-tracking block from existing synced emails).

Renderer:
- Tiptap chip (display-only) opens a rich modal with tabs, toggle, schedule
  details, raw YAML editor, and confirm-to-delete. All mutations go through
  IPC so the backend stays the single writer.
- Target regions use two atom marker nodes (open/close) around real editable
  content — custom blocks render natively, users can add their own notes.
- "Edit with Copilot" seeds a chat session with the note attached.

Docs: apps/x/TRACKS.md covers product flows, technical pipeline, and a
catalog of every LLM prompt involved with file+line pointers.
2026-04-14 13:51:45 +05:30
Tushar
2653f6170d
feat(oauth): enhance Rowboat sign-in process to prevent duplicate users (#489)
* feat(oauth): enhance Rowboat sign-in process to prevent duplicate users

Added billing information checks during the Rowboat OAuth connection and onboarding process to ensure user and Stripe customer existence before proceeding. This change mitigates the risk of creating duplicate users due to parallel API calls. Updated error handling for better debugging in case of failures.

* refactor(onboarding): remove billing info check during Rowboat OAuth connection

Eliminated the billing information check that was previously in place to prevent duplicate Stripe customers during the onboarding process. This change simplifies the onboarding flow while maintaining the necessary checks for composio flags after account connection.
2026-04-13 18:15:04 +05:30
Ramnique Singh
b3066a0b7a add cmd+k palette with chat mode that captures editor cursor context
Cmd+K (Ctrl+K on Win/Linux) now opens a unified palette with two
modes: Chat (default) and Search (existing behavior). Tab cycles
between them. In Chat mode, if the user triggered the shortcut from
the markdown editor, the palette auto-attaches a removable chip
showing the note path and precise cursor line. Enter sends the
prompt to the right-sidebar copilot — opening the sidebar if closed
and starting a fresh chat tab — with the chip carried as a
FileMention whose lineNumber is forwarded to the agent as
"... at <path> (line N)" so the agent can use workspace-readFile
with offset to fetch the right slice on demand.

Line numbers are computed against the same getMarkdownWithBlankLines
serializer used to write notes to disk, so the reference is
byte-identical to what the agent reads back.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 17:00:37 +05:30
Ramnique Singh
4a2dfbf16f pass @-mention notes by reference, not by inlined content
Mentions now route through the structured-attachment path, sending
only path/filename/mimeType. The agent fetches content on demand via
workspace-readFile (line-prefixed, paginated). Avoids freezing a stale
snapshot of the note into the conversation and saves tokens on long
notes.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-13 14:59:36 +05:30
Ramnique Singh
610616e5a0 add mermaid rendering 2026-04-10 18:00:30 +05:30
arkml
220e15f642
fix workdir everywhere (#475)
* make workdir configurable everywhere for easy testing
2026-04-10 10:40:46 +05:30
Ramnique Singh
44fd94d5e6 use correct paths in analytics 2026-04-10 01:21:01 +05:30
Ramnique Singh
50bce6c1d6 feat(oauth): switch Google OAuth from PKCE to authorization code flow with client secret
Previously, the Google OAuth integration used a PKCE-only flow (no client
secret). This switches to a standard authorization code flow where the user
provides both a Client ID and Client Secret from a "Web application" type
OAuth client in Google Cloud Console. PKCE is retained alongside the secret
for defense in depth.

Key changes:

- oauth-client.ts: discoverConfiguration() and createStaticConfiguration()
  now accept an optional clientSecret param. When provided, uses
  ClientSecretPost instead of None() for client authentication.

- oauth-handler.ts: connectProvider() takes a credentials object
  ({clientId, clientSecret}) instead of a bare clientId. Removed eager
  persistence of clientId before flow completion — credentials are now
  only saved after successful token exchange. Renamed resolveClientId to
  resolveClientCredentials to return both values from a single repo read.

- google-client-factory.ts: same resolveClientId → resolveCredentials
  rename. Passes clientSecret to OAuth2Client constructor and
  discoverConfiguration for token refresh.

- repo.ts: added clientSecret to ProviderConnectionSchema. Not exposed
  to renderer via ClientFacingConfigSchema (stays main-process only).

- IPC: added clientSecret to oauth:connect request schema. Handler builds
  a credentials object and passes it through.

- UI: GoogleClientIdModal now collects both Client ID and Client Secret
  (password field). Always shown on connect — no in-memory credential
  caching. Renamed google-client-id-store to google-credentials-store
  with a unified {clientId, clientSecret} object.

- google-setup.md: updated to instruct users to create a "Web application"
  type OAuth client (instead of UWP), add the localhost redirect URI, and
  copy both Client ID and Client Secret. Added credentials modal screenshot.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-10 00:43:34 +05:30
tusharmagar
1d29ca8886 refactor(sidebar): simplify auto-collapse logic and improve sidebar toggle behavior 2026-04-09 20:58:59 +05:30
tusharmagar
79a21c715e feat(sidebar): implement auto-collapse functionality and refine sidebar toggle logic
Fixed sidebar animations and icon positioning
remove mobile sidebar
2026-04-09 14:38:54 +05:30
tusharmagar
1b81a42ed3 refactor(App): update sidebar toggle functionality and adjust button configurations 2026-04-09 13:28:26 +05:30
tusharmagar
9c010dabd8 fix(help-popover): update Discord invite link to the new URL 2026-04-09 10:09:18 +05:30
Ramnique Singh
89b6b963a2 Merge branch 'main' into dev 2026-04-09 07:06:56 +05:30
Ramnique Singh
1a7dce35c8 fix shell env inference 2026-04-08 14:46:18 +05:30
Aaron Culich
e1c6758a3f fix(oauth): full callback URL, Google clientId, refresh, and review follow-ups
- Pass full OAuth callback URL through auth-server for openid-client validation
- Composio + Google flows: duplicate-callback guard; preserve timeout cleanup
- Persist and expose Google clientId via oauth:getState; hydrate UI from useConnectors
- getAccessToken returns refreshed credentials; clearer errors and missing-state handling
- IPC schema: per-provider userId + clientId
- Docs: google-setup redirect URI and troubleshooting

Made-with: Cursor
2026-04-07 11:24:25 -07:00
Ramnique Singh
c4e61eb6ff
Merge pull request #466 from rowboatlabs/dev-billing-updates
Add billing error handling and wire upgrade entry points
2026-04-07 22:18:37 +05:30
tusharmagar
75ffbc781c Add billing error handling and UI updates
- Introduced billing error patterns to match specific error messages and display appropriate user prompts in the ChatSidebar.
- Enhanced SidebarContentPanel and AccountSettings components to reflect subscription status, including trial expiration details.
- Updated button actions to direct users to the app URL for subscription management and upgrades.
- Added a new Payment section in AccountSettings for managing invoices and payment methods, with conditional rendering based on subscription status.
2026-04-07 21:51:17 +05:30
Arjun
d6b31cc25a fixed onboarding 2026-04-07 17:25:43 +05:30
tusharmagar
2739de6c67 Add app URL handling in Sidebar and Account Settings
(Wire up the upgrade buttons)

- Introduced `appUrl` state in both SidebarContentPanel and AccountSettings components.
- Updated OAuth state handling to fetch and set the app URL when connected to Rowboat.
- Enhanced Upgrade button functionality to open the app URL if available.
- Improved error handling during app URL retrieval to ensure robustness.
2026-04-07 14:21:45 +05:30
Arjun
01bc31ce77 default model in logged in 2026-04-07 13:49:01 +05:30
arkml
aea40e632b
Remove slack granola (#465)
* remove native slack and granola

* remove agent-slack instructions

* fix build error
2026-04-07 12:38:19 +05:30
Arjun
ce4e8f620a fix build issue 2026-04-07 11:58:17 +05:30
arkml
470947a59d
posthog analytics (#424)
Improved analytics
2026-04-07 11:37:20 +05:30
arkml
71c848006c
Polishes (#464)
Fix assistant scroll behavior
2026-04-07 09:10:00 +05:30
tusharmagar
c2177a0aa4 remove KEY configured indicator on connected account 2026-04-07 00:43:37 +05:30