Merge pull request #524 from rowboatlabs/dev

identify signed-in users on every app startup

CLAUDE.md

@@ -109,6 +109,7 @@ Long-form docs for specific features. Read the relevant file before making chang
 | Feature | Doc |
 |---------|-----|
 | Track Blocks — auto-updating note content (scheduled / event-driven / manual), Copilot skill, prompts catalog | `apps/x/TRACKS.md` |
+| Analytics — PostHog event catalog, person properties, use-case taxonomy, how to add a new event | `apps/x/ANALYTICS.md` |
 
 ## Common Tasks
 

apps/x/ANALYTICS.md

@@ -0,0 +1,146 @@
+# Analytics
+
+> PostHog instrumentation for `apps/x`. We capture LLM token usage (broken down by feature) and identity/auth events. Renderer (`posthog-js`) and main (`posthog-node`) share one stable distinct_id and one identified user, so events from either process resolve to the same person.
+
+## Identity model
+
+- **Anonymous distinct_id** = `installationId` from `~/.rowboat/config/installation.json` (auto-generated on first run; see `packages/core/src/analytics/installation.ts`).
+- Renderer fetches it from main on startup via the `analytics:bootstrap` IPC channel and passes it as PostHog's `bootstrap.distinctID`. Main uses it directly in `posthog-node`.
+- **On rowboat sign-in**: `posthog.identify(rowboatUserId)` runs in **both** processes.
+  - Main does it from `apps/main/src/oauth-handler.ts:285` (after `getBillingInfo()` resolves) — this is the load-bearing call, since main always runs.
+  - Renderer mirrors via `apps/renderer/src/hooks/useAnalyticsIdentity.ts` listening on the `oauth:didConnect` IPC event.
+  - Main also calls `alias()` so events emitted under the anonymous installation_id are linked to the identified user retroactively.
+- **On every app startup**: main re-identifies if rowboat tokens exist (`packages/core/src/analytics/identify.ts`, called from `apps/main/src/main.ts` whenReady). Idempotent — PostHog merges person properties on duplicate identifies. This catches users who installed before analytics existed, and refreshes person properties (plan/status) on every launch.
+- **On rowboat sign-out**: `posthog.reset()` in both processes; future events resolve to the installation_id again.
+- **`email`** is set on `identify` from main only (sourced from `/v1/me`). Person properties are server-side, so the renderer's events resolve to the same record without redundantly setting it.
+
+## Event catalog
+
+### `llm_usage`
+
+Emitted whenever ai-sdk returns token usage (one event per LLM call, not per run).
+
+| Property | Type | Notes |
+|---|---|---|
+| `use_case` | enum | `copilot_chat` / `track_block` / `meeting_note` / `knowledge_sync` |
+| `sub_use_case` | string? | Refines `use_case` — see taxonomy table below |
+| `agent_name` | string? | Present when the call goes through an agent run (`createRun`); omitted for direct `generateText`/`generateObject` |
+| `model` | string | e.g. `claude-sonnet-4-6` |
+| `provider` | string | `rowboat` = cloud LLM gateway; otherwise the BYOK provider (`openai`, `anthropic`, `ollama`, etc.) |
+| `input_tokens` | number | |
+| `output_tokens` | number | |
+| `total_tokens` | number | |
+| `cached_input_tokens` | number? | When the provider reports it |
+| `reasoning_tokens` | number? | When the provider reports it |
+
+#### Use-case taxonomy
+
+Every `llm_usage` emit point in the codebase:
+
+| `use_case` | `sub_use_case` | `agent_name`? | Where | File:line |
+|---|---|---|---|---|
+| `copilot_chat` | (none) | yes | User chat in renderer (default for any `createRun` without `useCase`) | `packages/core/src/agents/runtime.ts:1313` (finish-step in `streamLlm`) |
+| `copilot_chat` | `scheduled` | yes | Background scheduled agent runner | `packages/core/src/agent-schedule/runner.ts:167` |
+| `copilot_chat` | `file_parse` | inherits | `parseFile` builtin tool inside any chat | `packages/core/src/application/lib/builtin-tools.ts:770` |
+| `track_block` | `routing` | no | Pass 1 routing classifier (`generateObject`) | `packages/core/src/knowledge/track/routing.ts:104` |
+| `track_block` | `run` | yes | Pass 2 track block execution | `packages/core/src/knowledge/track/runner.ts:109` (createRun) |
+| `meeting_note` | (none) | no | Meeting transcript summarizer (`generateText`) | `packages/core/src/knowledge/summarize_meeting.ts:161` |
+| `knowledge_sync` | `agent_notes` | yes | Agent notes learning service | `packages/core/src/knowledge/agent_notes.ts:309` (createRun) |
+| `knowledge_sync` | `tag_notes` | yes | Note tagging | `packages/core/src/knowledge/tag_notes.ts:86` (createRun) |
+| `knowledge_sync` | `build_graph` | yes | Knowledge graph note creation | `packages/core/src/knowledge/build_graph.ts:253` (createRun) |
+| `knowledge_sync` | `label_emails` | yes | Email labeling | `packages/core/src/knowledge/label_emails.ts:73` (createRun) |
+| `knowledge_sync` | `inline_task_run` | yes | Inline `@rowboat` task execution (two call sites) | `packages/core/src/knowledge/inline_tasks.ts:471, 552` (createRun) |
+| `knowledge_sync` | `inline_task_classify` | no | Inline task scheduling classifier (`generateText`) | `packages/core/src/knowledge/inline_tasks.ts:673` |
+| `knowledge_sync` | `pre_built` | yes | Pre-built scheduled agents | `packages/core/src/pre_built/runner.ts:43` (createRun) |
+
+`testModelConnection` in `packages/core/src/models/models.ts` is **not** instrumented (diagnostic only — would skew per-model counts).
+
+### `user_signed_in`
+
+Emitted when rowboat OAuth completes. Properties: `plan`, `status` (subscription state from `/v1/me`).
+
+Emitted from **both** processes:
+- Main (`apps/main/src/oauth-handler.ts:290`) — always fires; load-bearing.
+- Renderer (`apps/renderer/src/hooks/useAnalyticsIdentity.ts:75`) — fires only when the renderer is open. Same distinct_id, so dedup is automatic in PostHog dashboards.
+
+### `user_signed_out`
+
+Emitted on rowboat disconnect. No properties. Followed immediately by `posthog.reset()`.
+
+Emit points: `apps/main/src/oauth-handler.ts:369` and `apps/renderer/src/hooks/useAnalyticsIdentity.ts:82`.
+
+### Other events (pre-existing, not added by the LLM-usage work)
+
+All in `apps/renderer/src/lib/analytics.ts`:
+
+- `chat_session_created` — `{ run_id }`
+- `chat_message_sent` — `{ voice_input, voice_output, search_enabled }`
+- `oauth_connected` / `oauth_disconnected` — `{ provider }`
+- `voice_input_started` — no properties
+- `search_executed` — `{ types: string[] }`
+- `note_exported` — `{ format }`
+
+## Person properties
+
+Persistent across sessions for the same user. Set via `posthog.people.set` or as the `properties` arg to `identify`.
+
+| Property | Set by | Notes |
+|---|---|---|
+| `email` | main on identify | From `/v1/me`; powers PostHog cohort match + integrations |
+| `plan`, `status` | main on identify | Subscription state |
+| `api_url` | both processes (init + identify) | Distinguishes prod / staging / custom — assign meaning in PostHog dashboard. `https://api.x.rowboatlabs.com` = production |
+| `signed_in` | renderer | `true` while rowboat OAuth is connected |
+| `{provider}_connected` | renderer | One of `gmail`, `calendar`, `slack`, `rowboat` |
+| `total_notes` | renderer (init) | Workspace size signal |
+| `has_used_search`, `has_used_voice` | renderer | One-shot first-use flags |
+
+## How to add a new event
+
+1. **Naming**: `snake_case`, `[object]_[verb]` shape (e.g. `note_exported`, not `exportedNote`). Matches PostHog convention.
+2. **Pick the right helper**:
+   - LLM token usage → `captureLlmUsage()` from `@x/core/dist/analytics/usage.js`. Always include `useCase`; add `subUseCase` if it refines an existing top-level case.
+   - Anything else from main → `capture()` from `@x/core/dist/analytics/posthog.js`.
+   - Anything else from renderer → add a typed wrapper to `apps/renderer/src/lib/analytics.ts` and call it from the UI code (don't call `posthog.capture()` directly from components).
+3. **If it's a new LLM call site**:
+   - Goes through `createRun`? Pass `useCase` (and optionally `subUseCase`) to the create call. The runtime auto-emits at every `finish-step` — no further code needed.
+   - Direct `generateText` / `generateObject`? Call `captureLlmUsage` after the call with `model`, `provider`, `usage` from the result.
+   - Inside a builtin tool? Call `getCurrentUseCase()` from `analytics/use_case.ts` first — the parent run's tag is propagated via `AsyncLocalStorage`. Use `ctx?.useCase ?? 'copilot_chat'` as fallback.
+4. **Update this file in the same PR.** That's the contract — without it, dashboards and downstream consumers drift.
+
+## How to add a new use-case sub-case
+
+- **New `sub_use_case` under an existing top-level case**: just pick a string and add a row to the taxonomy table above. No code changes beyond the call site.
+- **New top-level `use_case`**: edit the `UseCase` enum in `packages/shared/src/runs.ts` and the matching `UseCase` type in `packages/core/src/analytics/use_case.ts`. Then update this doc.
+
+## Configuration
+
+PostHog credentials live in two env vars (also baked into the binary at packaging time — never set at runtime in distributed builds):
+
+- `VITE_PUBLIC_POSTHOG_KEY` — project API key (e.g. `phc_xxx`). Public-facing — safe to commit if you'd rather hardcode.
+- `VITE_PUBLIC_POSTHOG_HOST` — e.g. `https://us.i.posthog.com`. Defaults to US cloud if unset.
+
+Where they're consumed:
+- **Renderer** (Vite): `import.meta.env.VITE_PUBLIC_POSTHOG_*` — inlined at build time.
+- **Main** (esbuild via `apps/main/bundle.mjs`): inlined into `main.cjs` at packaging time using esbuild `define`. In dev (`npm run dev`), main reads them from `process.env` at runtime.
+
+For GitHub Actions / packaged builds: set both as workflow env vars (from secrets) on the step that runs `npm run package` or `npm run make`. They'll be baked in.
+
+If unset, analytics no-op silently — you'll see `[Analytics] POSTHOG_KEY not set; analytics disabled` in main-process logs.
+
+`installationId`: stored in `~/.rowboat/config/installation.json`, generated on first run.
+
+## File map
+
+| File | Purpose |
+|---|---|
+| `packages/core/src/analytics/installation.ts` | Stable per-install distinct_id |
+| `packages/core/src/analytics/posthog.ts` | Main-process client (`capture`, `identify`, `reset`, `shutdown`) |
+| `packages/core/src/analytics/usage.ts` | `captureLlmUsage()` helper |
+| `packages/core/src/analytics/use_case.ts` | `AsyncLocalStorage` for tool-internal LLM call inheritance |
+| `apps/renderer/src/lib/analytics.ts` | Renderer event wrappers |
+| `apps/renderer/src/hooks/useAnalyticsIdentity.ts` | Renderer identify/reset on OAuth events |
+| `apps/main/src/oauth-handler.ts` | Main-side identify/reset/sign-in/sign-out events |
+| `apps/main/src/main.ts` | `before-quit` hook flushes queued events |
+| `packages/shared/src/ipc.ts` | `analytics:bootstrap` IPC channel definition |
+| `apps/main/src/ipc.ts` | `analytics:bootstrap` handler + forwards `userId` on `oauth:didConnect` |
+| `apps/main/bundle.mjs` | Bakes `POSTHOG_KEY`/`POSTHOG_HOST` into packaged `main.cjs` |

apps/x/apps/main/bundle.mjs

@@ -31,6 +31,11 @@ await esbuild.build({
   // Replace import.meta.url directly with our polyfill variable
   define: {
     'import.meta.url': '__import_meta_url',
+    // Inject PostHog credentials at build time. Reuse the renderer's
+    // VITE_PUBLIC_* envs so packaging only needs one set of values.
+    // Empty strings disable analytics gracefully.
+    'process.env.POSTHOG_KEY': JSON.stringify(process.env.VITE_PUBLIC_POSTHOG_KEY ?? ''),
+    'process.env.POSTHOG_HOST': JSON.stringify(process.env.VITE_PUBLIC_POSTHOG_HOST ?? 'https://us.i.posthog.com'),
   },
 });
 

apps/x/apps/main/src/ipc.ts

@@ -46,6 +46,8 @@ import { getAccessToken } from '@x/core/dist/auth/tokens.js';
 import { getRowboatConfig } from '@x/core/dist/config/rowboat.js';
 import { triggerTrackUpdate } from '@x/core/dist/knowledge/track/runner.js';
 import { trackBus } from '@x/core/dist/knowledge/track/bus.js';
+import { getInstallationId } from '@x/core/dist/analytics/installation.js';
+import { API_URL } from '@x/core/dist/config/env.js';
 import {
   fetchYaml,
   updateTrackBlock,
@@ -342,7 +344,7 @@ function emitServiceEvent(event: z.infer<typeof ServiceEvent>): void {
   }
 }
 
-export function emitOAuthEvent(event: { provider: string; success: boolean; error?: string }): void {
+export function emitOAuthEvent(event: { provider: string; success: boolean; error?: string; userId?: string }): void {
   const windows = BrowserWindow.getAllWindows();
   for (const win of windows) {
     if (!win.isDestroyed() && win.webContents) {
@@ -415,6 +417,12 @@ export function setupIpcHandlers() {
       // args is null for this channel (no request payload)
       return getVersions();
     },
+    'analytics:bootstrap': async () => {
+      return {
+        installationId: getInstallationId(),
+        apiUrl: API_URL,
+      };
+    },
     'workspace:getRoot': async () => {
       return workspace.getRoot();
     },

apps/x/apps/main/src/main.ts

@@ -26,6 +26,8 @@ import { init as initAgentNotes } from "@x/core/dist/knowledge/agent_notes.js";
 import { init as initTrackScheduler } from "@x/core/dist/knowledge/track/scheduler.js";
 import { init as initTrackEventProcessor } from "@x/core/dist/knowledge/track/events.js";
 import { init as initLocalSites, shutdown as shutdownLocalSites } from "@x/core/dist/local-sites/server.js";
+import { shutdown as shutdownAnalytics } from "@x/core/dist/analytics/posthog.js";
+import { identifyIfSignedIn } from "@x/core/dist/analytics/identify.js";
 
 import { initConfigs } from "@x/core/dist/config/initConfigs.js";
 import started from "electron-squirrel-startup";
@@ -230,6 +232,13 @@ app.whenReady().then(async () => {
   // Initialize all config files before UI can access them
   await initConfigs();
 
+  // PostHog identify() is idempotent — call it on every startup so existing
+  // signed-in installs (and every cold start of v0.3.4+) get re-identified.
+  // Otherwise main-process events stay anonymous until the user re-signs-in.
+  identifyIfSignedIn().catch((error) => {
+    console.error('[Analytics] Failed to identify on startup:', error);
+  });
+
   registerBrowserControlService(new ElectronBrowserControlService());
 
   setupIpcHandlers();
@@ -318,4 +327,7 @@ app.on("before-quit", () => {
   shutdownLocalSites().catch((error) => {
     console.error('[LocalSites] Failed to shut down cleanly:', error);
   });
+  shutdownAnalytics().catch((error) => {
+    console.error('[Analytics] Failed to flush on quit:', error);
+  });
 });

apps/x/apps/main/src/oauth-handler.ts

@@ -12,6 +12,7 @@ import { triggerSync as triggerCalendarSync } from '@x/core/dist/knowledge/sync_
 import { triggerSync as triggerFirefliesSync } from '@x/core/dist/knowledge/sync_fireflies.js';
 import { emitOAuthEvent } from './ipc.js';
 import { getBillingInfo } from '@x/core/dist/billing/billing.js';
+import { capture as analyticsCapture, identify as analyticsIdentify, reset as analyticsReset } from '@x/core/dist/analytics/posthog.js';
 
 const REDIRECT_URI = 'http://localhost:8080/oauth/callback';
 
@@ -275,16 +276,33 @@ export async function connectProvider(provider: string, credentials?: { clientId
         // For Rowboat sign-in, ensure user + Stripe customer exist before
         // notifying the renderer. Without this, parallel API calls from
         // multiple renderer hooks race to create the user, causing duplicates.
+        let signedInUserId: string | undefined;
         if (provider === 'rowboat') {
           try {
-            await getBillingInfo();
+            const billing = await getBillingInfo();
+            if (billing.userId) {
+              signedInUserId = billing.userId;
+              analyticsIdentify(billing.userId, {
+                ...(billing.userEmail ? { email: billing.userEmail } : {}),
+                plan: billing.subscriptionPlan,
+                status: billing.subscriptionStatus,
+              });
+              analyticsCapture('user_signed_in', {
+                plan: billing.subscriptionPlan,
+                status: billing.subscriptionStatus,
+              });
+            }
           } catch (meError) {
             console.error('[OAuth] Failed to initialize user via /v1/me:', meError);
           }
         }
 
         // Emit success event to renderer
-        emitOAuthEvent({ provider, success: true });
+        emitOAuthEvent({
+          provider,
+          success: true,
+          ...(signedInUserId ? { userId: signedInUserId } : {}),
+        });
       } catch (error) {
         console.error('OAuth token exchange failed:', error);
         // Log cause chain for debugging (e.g. OAUTH_INVALID_RESPONSE -> OperationProcessingError)
@@ -347,6 +365,10 @@ export async function disconnectProvider(provider: string): Promise<{ success: b
   try {
     const oauthRepo = getOAuthRepo();
     await oauthRepo.delete(provider);
+    if (provider === 'rowboat') {
+      analyticsCapture('user_signed_out');
+      analyticsReset();
+    }
     // Notify renderer so sidebar, voice, and billing re-check state
     emitOAuthEvent({ provider, success: false });
     return { success: true };

apps/x/apps/renderer/package.json

@@ -49,6 +49,7 @@
     "react": "^19.2.0",
     "react-dom": "^19.2.0",
     "recharts": "^3.8.0",
+    "remark-breaks": "^4.0.0",
     "sonner": "^2.0.7",
     "streamdown": "^1.6.10",
     "tailwind-merge": "^3.4.0",

apps/x/apps/renderer/src/App.tsx

@@ -62,6 +62,8 @@ import { BrowserPane } from '@/components/browser-pane/BrowserPane'
 import { VersionHistoryPanel } from '@/components/version-history-panel'
 import { FileCardProvider } from '@/contexts/file-card-context'
 import { MarkdownPreOverride } from '@/components/ai-elements/markdown-code-override'
+import { defaultRemarkPlugins } from 'streamdown'
+import remarkBreaks from 'remark-breaks'
 import { TabBar, type ChatTab, type FileTab } from '@/components/tab-bar'
 import {
   type ChatMessage,
@@ -104,6 +106,11 @@ interface TreeNode extends DirEntry {
 
 const streamdownComponents = { pre: MarkdownPreOverride }
 
+// Render user messages with markdown so bullets, bold, links, etc. survive the
+// round-trip from the input textarea. `remarkBreaks` turns single newlines
+// into <br> so typed line breaks are preserved without requiring blank lines.
+const userMessageRemarkPlugins = [...Object.values(defaultRemarkPlugins), remarkBreaks]
+
 function SmoothStreamingMessage({ text, components }: { text: string; components: typeof streamdownComponents }) {
   const smoothText = useSmoothedText(text)
   return <MessageResponse components={components}>{smoothText}</MessageResponse>
@@ -127,8 +134,8 @@ const TITLEBAR_BUTTON_PX = 32
 const TITLEBAR_BUTTON_GAP_PX = 4
 const TITLEBAR_HEADER_GAP_PX = 8
 const TITLEBAR_TOGGLE_MARGIN_LEFT_PX = 12
-const TITLEBAR_BUTTONS_COLLAPSED = 4
+const TITLEBAR_BUTTONS_COLLAPSED = 1
-const TITLEBAR_BUTTON_GAPS_COLLAPSED = 3
+const TITLEBAR_BUTTON_GAPS_COLLAPSED = 0
 const GRAPH_TAB_PATH = '__rowboat_graph_view__'
 const SUGGESTED_TOPICS_TAB_PATH = '__rowboat_suggested_topics__'
 const BASES_DEFAULT_TAB_PATH = '__rowboat_bases_default__'
@@ -506,22 +513,13 @@ function viewStatesEqual(a: ViewState, b: ViewState): boolean {
   return true // both graph
 }
 
-/** Sidebar toggle + utility buttons (fixed position, top-left) */
+/** Sidebar toggle (fixed position, top-left) */
 function FixedSidebarToggle({
-  onNavigateBack,
-  onNavigateForward,
-  canNavigateBack,
-  canNavigateForward,
   leftInsetPx,
 }: {
-  onNavigateBack: () => void
-  onNavigateForward: () => void
-  canNavigateBack: boolean
-  canNavigateForward: boolean
   leftInsetPx: number
 }) {
-  const { toggleSidebar, state } = useSidebar()
+  const { toggleSidebar } = useSidebar()
-  const isCollapsed = state === "collapsed"
   return (
     <div className="fixed left-0 top-0 z-50 flex h-10 items-center" style={{ WebkitAppRegion: 'no-drag' } as React.CSSProperties}>
       <div aria-hidden="true" className="h-10 shrink-0" style={{ width: leftInsetPx }} />
@@ -535,30 +533,6 @@ function FixedSidebarToggle({
       >
         <PanelLeftIcon className="size-5" />
       </button>
-      {/* Back / Forward navigation */}
-      {isCollapsed && (
-        <>
-          <button
-            type="button"
-            onClick={onNavigateBack}
-            disabled={!canNavigateBack}
-            className="flex h-8 w-8 items-center justify-center rounded-md text-muted-foreground hover:bg-accent hover:text-foreground transition-colors disabled:opacity-30 disabled:pointer-events-none"
-            style={{ marginLeft: TITLEBAR_BUTTON_GAP_PX }}
-            aria-label="Go back"
-          >
-            <ChevronLeftIcon className="size-5" />
-          </button>
-          <button
-            type="button"
-            onClick={onNavigateForward}
-            disabled={!canNavigateForward}
-            className="flex h-8 w-8 items-center justify-center rounded-md text-muted-foreground hover:bg-accent hover:text-foreground transition-colors disabled:opacity-30 disabled:pointer-events-none"
-            aria-label="Go forward"
-          >
-            <ChevronRightIcon className="size-5" />
-          </button>
-        </>
-      )}
     </div>
   )
 }
@@ -850,6 +824,7 @@ function App() {
   const chatTabIdCounterRef = useRef(0)
   const newChatTabId = () => `chat-tab-${++chatTabIdCounterRef.current}`
   const chatDraftsRef = useRef(new Map<string, string>())
+  const selectedModelByTabRef = useRef(new Map<string, { provider: string; model: string }>())
   const chatScrollTopByTabRef = useRef(new Map<string, number>())
   const [toolOpenByTab, setToolOpenByTab] = useState<Record<string, Record<string, boolean>>>({})
   const [chatViewportAnchorByTab, setChatViewportAnchorByTab] = useState<Record<string, ChatViewportAnchorState>>({})
@@ -2198,8 +2173,10 @@ function App() {
       let isNewRun = false
       let newRunCreatedAt: string | null = null
       if (!currentRunId) {
+        const selected = selectedModelByTabRef.current.get(submitTabId)
         const run = await window.ipc.invoke('runs:create', {
           agentId,
+          ...(selected ? { model: selected.model, provider: selected.provider } : {}),
         })
         currentRunId = run.id
         newRunCreatedAt = run.createdAt
@@ -2504,6 +2481,7 @@ function App() {
       return next
     })
     chatDraftsRef.current.delete(tabId)
+    selectedModelByTabRef.current.delete(tabId)
     chatScrollTopByTabRef.current.delete(tabId)
     setToolOpenByTab((prev) => {
       if (!(tabId in prev)) return prev
@@ -4003,7 +3981,14 @@ function App() {
                 <ChatMessageAttachments attachments={item.attachments} />
               </MessageContent>
               {item.content && (
-                <MessageContent>{item.content}</MessageContent>
+                <MessageContent>
+                  <MessageResponse
+                    components={streamdownComponents}
+                    remarkPlugins={userMessageRemarkPlugins}
+                  >
+                    {item.content}
+                  </MessageResponse>
+                </MessageContent>
               )}
             </Message>
           )
@@ -4024,7 +4009,12 @@ function App() {
                   ))}
                 </div>
               )}
+              <MessageResponse
+                components={streamdownComponents}
+                remarkPlugins={userMessageRemarkPlugins}
+              >
                 {message}
+              </MessageResponse>
             </MessageContent>
           </Message>
         )
@@ -4677,6 +4667,13 @@ function App() {
                             runId={tabState.runId}
                             initialDraft={chatDraftsRef.current.get(tab.id)}
                             onDraftChange={(text) => setChatDraftForTab(tab.id, text)}
+                            onSelectedModelChange={(m) => {
+                              if (m) {
+                                selectedModelByTabRef.current.set(tab.id, m)
+                              } else {
+                                selectedModelByTabRef.current.delete(tab.id)
+                              }
+                            }}
                             isRecording={isActive && isRecording}
                             recordingText={isActive ? voice.interimText : undefined}
                             recordingState={isActive ? (voice.state === 'connecting' ? 'connecting' : 'listening') : undefined}
@@ -4730,6 +4727,13 @@ function App() {
                 onPresetMessageConsumed={() => setPresetMessage(undefined)}
                 getInitialDraft={(tabId) => chatDraftsRef.current.get(tabId)}
                 onDraftChangeForTab={setChatDraftForTab}
+                onSelectedModelChangeForTab={(tabId, m) => {
+                  if (m) {
+                    selectedModelByTabRef.current.set(tabId, m)
+                  } else {
+                    selectedModelByTabRef.current.delete(tabId)
+                  }
+                }}
                 pendingAskHumanRequests={pendingAskHumanRequests}
                 allPermissionRequests={allPermissionRequests}
                 permissionResponses={permissionResponses}
@@ -4756,10 +4760,6 @@ function App() {
             )}
             {/* Rendered last so its no-drag region paints over the sidebar drag region */}
             <FixedSidebarToggle
-              onNavigateBack={() => { void navigateBack() }}
-              onNavigateForward={() => { void navigateForward() }}
-              canNavigateBack={canNavigateBack}
-              canNavigateForward={canNavigateForward}
               leftInsetPx={isMac ? MACOS_TRAFFIC_LIGHTS_RESERVED_PX : 0}
             />
           </SidebarProvider>

apps/x/apps/renderer/src/components/chat-input-with-mentions.tsx

@@ -69,13 +69,20 @@ const providerDisplayNames: Record<string, string> = {
   rowboat: 'Rowboat',
 }
 
+type ProviderName = "openai" | "anthropic" | "google" | "openrouter" | "aigateway" | "ollama" | "openai-compatible" | "rowboat"
+
 interface ConfiguredModel {
-  flavor: "openai" | "anthropic" | "google" | "openrouter" | "aigateway" | "ollama" | "openai-compatible" | "rowboat"
+  provider: ProviderName
   model: string
-  apiKey?: string
+}
-  baseURL?: string
+
-  headers?: Record<string, string>
+export interface SelectedModel {
-  knowledgeGraphModel?: string
+  provider: string
+  model: string
+}
+
+function getSelectedModelDisplayName(model: string) {
+  return model.split('/').pop() || model
 }
 
 function getAttachmentIcon(kind: AttachmentIconKind) {
@@ -120,6 +127,8 @@ interface ChatInputInnerProps {
   ttsMode?: 'summary' | 'full'
   onToggleTts?: () => void
   onTtsModeChange?: (mode: 'summary' | 'full') => void
+  /** Fired when the user picks a different model in the dropdown (only when no run exists yet). */
+  onSelectedModelChange?: (model: SelectedModel | null) => void
 }
 
 function ChatInputInner({
@@ -145,6 +154,7 @@ function ChatInputInner({
   ttsMode,
   onToggleTts,
   onTtsModeChange,
+  onSelectedModelChange,
 }: ChatInputInnerProps) {
   const controller = usePromptInputController()
   const message = controller.textInput.value
@@ -155,10 +165,27 @@ function ChatInputInner({
 
   const [configuredModels, setConfiguredModels] = useState<ConfiguredModel[]>([])
   const [activeModelKey, setActiveModelKey] = useState('')
+  const [lockedModel, setLockedModel] = useState<SelectedModel | null>(null)
   const [searchEnabled, setSearchEnabled] = useState(false)
   const [searchAvailable, setSearchAvailable] = useState(false)
   const [isRowboatConnected, setIsRowboatConnected] = useState(false)
 
+  // When a run exists, freeze the dropdown to the run's resolved model+provider.
+  useEffect(() => {
+    if (!runId) {
+      setLockedModel(null)
+      return
+    }
+    let cancelled = false
+    window.ipc.invoke('runs:fetch', { runId }).then((run) => {
+      if (cancelled) return
+      if (run.provider && run.model) {
+        setLockedModel({ provider: run.provider, model: run.model })
+      }
+    }).catch(() => { /* legacy run or fetch failure — leave unlocked */ })
+    return () => { cancelled = true }
+  }, [runId])
+
   // Check Rowboat sign-in state
   useEffect(() => {
     window.ipc.invoke('oauth:getState', null).then((result) => {
@@ -176,42 +203,20 @@ function ChatInputInner({
     return cleanup
   }, [])
 
-  // Load model config (gateway when signed in, local config when BYOK)
+  // Load the list of models the user can choose from.
+  // Signed-in: gateway model list. Signed-out: providers configured in models.json.
   const loadModelConfig = useCallback(async () => {
     try {
       if (isRowboatConnected) {
-        // Fetch gateway models
         const listResult = await window.ipc.invoke('models:list', null)
         const rowboatProvider = listResult.providers?.find(
           (p: { id: string }) => p.id === 'rowboat'
         )
         const models: ConfiguredModel[] = (rowboatProvider?.models || []).map(
-          (m: { id: string }) => ({ flavor: 'rowboat', model: m.id })
+          (m: { id: string }) => ({ provider: 'rowboat', model: m.id })
         )
-
-        // Read current default from config
-        let defaultModel = ''
-        try {
-          const result = await window.ipc.invoke('workspace:readFile', { path: 'config/models.json' })
-          const parsed = JSON.parse(result.data)
-          defaultModel = parsed?.model || ''
-        } catch { /* no config yet */ }
-
-        if (defaultModel) {
-          models.sort((a, b) => {
-            if (a.model === defaultModel) return -1
-            if (b.model === defaultModel) return 1
-            return 0
-          })
-        }
-
         setConfiguredModels(models)
-        const activeKey = defaultModel
-          ? `rowboat/${defaultModel}`
-          : models[0] ? `rowboat/${models[0].model}` : ''
-        if (activeKey) setActiveModelKey(activeKey)
       } else {
-        // BYOK: read from local models.json
         const result = await window.ipc.invoke('workspace:readFile', { path: 'config/models.json' })
         const parsed = JSON.parse(result.data)
         const models: ConfiguredModel[] = []
@@ -223,32 +228,12 @@ function ChatInputInner({
             const allModels = modelList.length > 0 ? modelList : singleModel ? [singleModel] : []
             for (const model of allModels) {
               if (model) {
-                models.push({
+                models.push({ provider: flavor as ProviderName, model })
-                  flavor: flavor as ConfiguredModel['flavor'],
-                  model,
-                  apiKey: (e.apiKey as string) || undefined,
-                  baseURL: (e.baseURL as string) || undefined,
-                  headers: (e.headers as Record<string, string>) || undefined,
-                  knowledgeGraphModel: (e.knowledgeGraphModel as string) || undefined,
-                })
               }
             }
           }
         }
-        const defaultKey = parsed?.provider?.flavor && parsed?.model
-          ? `${parsed.provider.flavor}/${parsed.model}`
-          : ''
-        models.sort((a, b) => {
-          const aKey = `${a.flavor}/${a.model}`
-          const bKey = `${b.flavor}/${b.model}`
-          if (aKey === defaultKey) return -1
-          if (bKey === defaultKey) return 1
-          return 0
-        })
         setConfiguredModels(models)
-        if (defaultKey) {
-          setActiveModelKey(defaultKey)
-        }
       }
     } catch {
       // No config yet
@@ -284,40 +269,15 @@ function ChatInputInner({
     checkSearch()
   }, [isActive, isRowboatConnected])
 
-  const handleModelChange = useCallback(async (key: string) => {
+  // Selecting a model affects only the *next* run created from this tab.
-    const entry = configuredModels.find((m) => `${m.flavor}/${m.model}` === key)
+  // Once a run exists, model is frozen on the run and the dropdown is read-only.
+  const handleModelChange = useCallback((key: string) => {
+    if (lockedModel) return
+    const entry = configuredModels.find((m) => `${m.provider}/${m.model}` === key)
     if (!entry) return
     setActiveModelKey(key)
-
+    onSelectedModelChange?.({ provider: entry.provider, model: entry.model })
-    try {
+  }, [configuredModels, lockedModel, onSelectedModelChange])
-      if (entry.flavor === 'rowboat') {
-        // Gateway model — save with valid Zod flavor, no credentials
-        await window.ipc.invoke('models:saveConfig', {
-          provider: { flavor: 'openrouter' as const },
-          model: entry.model,
-          knowledgeGraphModel: entry.knowledgeGraphModel,
-        })
-      } else {
-        // BYOK — preserve full provider config
-        const providerModels = configuredModels
-          .filter((m) => m.flavor === entry.flavor)
-          .map((m) => m.model)
-        await window.ipc.invoke('models:saveConfig', {
-          provider: {
-            flavor: entry.flavor,
-            apiKey: entry.apiKey,
-            baseURL: entry.baseURL,
-            headers: entry.headers,
-          },
-          model: entry.model,
-          models: providerModels,
-          knowledgeGraphModel: entry.knowledgeGraphModel,
-        })
-      }
-    } catch {
-      toast.error('Failed to switch model')
-    }
-  }, [configuredModels])
 
   // Restore the tab draft when this input mounts.
   useEffect(() => {
@@ -555,7 +515,14 @@ function ChatInputInner({
           )
         )}
         <div className="flex-1" />
-        {configuredModels.length > 0 && (
+        {lockedModel ? (
+          <span
+            className="flex h-7 shrink-0 items-center gap-1 rounded-full px-2 text-xs text-muted-foreground"
+            title={`${providerDisplayNames[lockedModel.provider] || lockedModel.provider} — fixed for this chat`}
+          >
+            <span className="max-w-[150px] truncate">{getSelectedModelDisplayName(lockedModel.model)}</span>
+          </span>
+        ) : configuredModels.length > 0 ? (
           <DropdownMenu>
             <DropdownMenuTrigger asChild>
               <button
@@ -563,7 +530,7 @@ function ChatInputInner({
                 className="flex h-7 shrink-0 items-center gap-1 rounded-full px-2 text-xs text-muted-foreground transition-colors hover:bg-muted hover:text-foreground"
               >
                 <span className="max-w-[150px] truncate">
-                  {configuredModels.find((m) => `${m.flavor}/${m.model}` === activeModelKey)?.model || configuredModels[0]?.model || 'Model'}
+                  {getSelectedModelDisplayName(configuredModels.find((m) => `${m.provider}/${m.model}` === activeModelKey)?.model || configuredModels[0]?.model || 'Model')}
                 </span>
                 <ChevronDown className="h-3 w-3" />
               </button>
@@ -571,18 +538,18 @@ function ChatInputInner({
             <DropdownMenuContent align="end">
               <DropdownMenuRadioGroup value={activeModelKey} onValueChange={handleModelChange}>
                 {configuredModels.map((m) => {
-                  const key = `${m.flavor}/${m.model}`
+                  const key = `${m.provider}/${m.model}`
                   return (
                     <DropdownMenuRadioItem key={key} value={key}>
                       <span className="truncate">{m.model}</span>
-                      <span className="ml-2 text-xs text-muted-foreground">{providerDisplayNames[m.flavor] || m.flavor}</span>
+                      <span className="ml-2 text-xs text-muted-foreground">{providerDisplayNames[m.provider] || m.provider}</span>
                     </DropdownMenuRadioItem>
                   )
                 })}
               </DropdownMenuRadioGroup>
             </DropdownMenuContent>
           </DropdownMenu>
-        )}
+        ) : null}
         {onToggleTts && ttsAvailable && (
           <div className="flex shrink-0 items-center">
             <Tooltip>
@@ -729,6 +696,7 @@ export interface ChatInputWithMentionsProps {
   ttsMode?: 'summary' | 'full'
   onToggleTts?: () => void
   onTtsModeChange?: (mode: 'summary' | 'full') => void
+  onSelectedModelChange?: (model: SelectedModel | null) => void
 }
 
 export function ChatInputWithMentions({
@@ -757,6 +725,7 @@ export function ChatInputWithMentions({
   ttsMode,
   onToggleTts,
   onTtsModeChange,
+  onSelectedModelChange,
 }: ChatInputWithMentionsProps) {
   return (
     <PromptInputProvider knowledgeFiles={knowledgeFiles} recentFiles={recentFiles} visibleFiles={visibleFiles}>
@@ -783,6 +752,7 @@ export function ChatInputWithMentions({
         ttsMode={ttsMode}
         onToggleTts={onToggleTts}
         onTtsModeChange={onTtsModeChange}
+        onSelectedModelChange={onSelectedModelChange}
       />
     </PromptInputProvider>
   )

apps/x/apps/renderer/src/components/chat-sidebar.tsx

@@ -25,8 +25,10 @@ import { Suggestions } from '@/components/ai-elements/suggestions'
 import { type PromptInputMessage, type FileMention } from '@/components/ai-elements/prompt-input'
 import { FileCardProvider } from '@/contexts/file-card-context'
 import { MarkdownPreOverride } from '@/components/ai-elements/markdown-code-override'
+import { defaultRemarkPlugins } from 'streamdown'
+import remarkBreaks from 'remark-breaks'
 import { TabBar, type ChatTab } from '@/components/tab-bar'
-import { ChatInputWithMentions, type StagedAttachment } from '@/components/chat-input-with-mentions'
+import { ChatInputWithMentions, type StagedAttachment, type SelectedModel } from '@/components/chat-input-with-mentions'
 import { ChatMessageAttachments } from '@/components/chat-message-attachments'
 import { wikiLabel } from '@/lib/wiki-links'
 import {
@@ -49,6 +51,11 @@ import {
 
 const streamdownComponents = { pre: MarkdownPreOverride }
 
+// Render user messages with markdown so bullets, bold, links, etc. survive the
+// round-trip from the input textarea. `remarkBreaks` turns single newlines
+// into <br> so typed line breaks are preserved without requiring blank lines.
+const userMessageRemarkPlugins = [...Object.values(defaultRemarkPlugins), remarkBreaks]
+
 /* ─── Billing error helpers ─── */
 
 const BILLING_ERROR_PATTERNS = [
@@ -158,6 +165,7 @@ interface ChatSidebarProps {
   onPresetMessageConsumed?: () => void
   getInitialDraft?: (tabId: string) => string | undefined
   onDraftChangeForTab?: (tabId: string, text: string) => void
+  onSelectedModelChangeForTab?: (tabId: string, model: SelectedModel | null) => void
   pendingAskHumanRequests?: ChatTabViewState['pendingAskHumanRequests']
   allPermissionRequests?: ChatTabViewState['allPermissionRequests']
   permissionResponses?: ChatTabViewState['permissionResponses']
@@ -211,6 +219,7 @@ export function ChatSidebar({
   onPresetMessageConsumed,
   getInitialDraft,
   onDraftChangeForTab,
+  onSelectedModelChangeForTab,
   pendingAskHumanRequests = new Map(),
   allPermissionRequests = new Map(),
   permissionResponses = new Map(),
@@ -351,7 +360,14 @@ export function ChatSidebar({
                 <ChatMessageAttachments attachments={item.attachments} />
               </MessageContent>
               {item.content && (
-                <MessageContent>{item.content}</MessageContent>
+                <MessageContent>
+                  <MessageResponse
+                    components={streamdownComponents}
+                    remarkPlugins={userMessageRemarkPlugins}
+                  >
+                    {item.content}
+                  </MessageResponse>
+                </MessageContent>
               )}
             </Message>
           )
@@ -372,7 +388,12 @@ export function ChatSidebar({
                   ))}
                 </div>
               )}
+              <MessageResponse
+                components={streamdownComponents}
+                remarkPlugins={userMessageRemarkPlugins}
+              >
                 {message}
+              </MessageResponse>
             </MessageContent>
           </Message>
         )
@@ -662,6 +683,7 @@ export function ChatSidebar({
                           runId={tabState.runId}
                           initialDraft={getInitialDraft?.(tab.id)}
                           onDraftChange={onDraftChangeForTab ? (text) => onDraftChangeForTab(tab.id, text) : undefined}
+                          onSelectedModelChange={onSelectedModelChangeForTab ? (m) => onSelectedModelChangeForTab(tab.id, m) : undefined}
                           isRecording={isActive && isRecording}
                           recordingText={isActive ? recordingText : undefined}
                           recordingState={isActive ? recordingState : undefined}

apps/x/apps/renderer/src/components/onboarding-modal.tsx

@@ -59,14 +59,14 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
   const [modelsCatalog, setModelsCatalog] = useState<Record<string, LlmModelOption[]>>({})
   const [modelsLoading, setModelsLoading] = useState(false)
   const [modelsError, setModelsError] = useState<string | null>(null)
-  const [providerConfigs, setProviderConfigs] = useState<Record<LlmProviderFlavor, { apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string }>>({
+  const [providerConfigs, setProviderConfigs] = useState<Record<LlmProviderFlavor, { apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string; meetingNotesModel: string; trackBlockModel: string }>>({
-    openai: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    openai: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    anthropic: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    anthropic: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    google: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    google: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    openrouter: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    openrouter: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    aigateway: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    aigateway: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    ollama: { apiKey: "", baseURL: "http://localhost:11434", model: "", knowledgeGraphModel: "" },
+    ollama: { apiKey: "", baseURL: "http://localhost:11434", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    "openai-compatible": { apiKey: "", baseURL: "http://localhost:1234/v1", model: "", knowledgeGraphModel: "" },
+    "openai-compatible": { apiKey: "", baseURL: "http://localhost:1234/v1", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
   })
   const [testState, setTestState] = useState<{ status: "idle" | "testing" | "success" | "error"; error?: string }>({
     status: "idle",
@@ -109,7 +109,7 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
   const [googleCalendarConnecting, setGoogleCalendarConnecting] = useState(false)
 
   const updateProviderConfig = useCallback(
-    (provider: LlmProviderFlavor, updates: Partial<{ apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string }>) => {
+    (provider: LlmProviderFlavor, updates: Partial<{ apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string; meetingNotesModel: string; trackBlockModel: string }>) => {
       setProviderConfigs(prev => ({
         ...prev,
         [provider]: { ...prev[provider], ...updates },
@@ -458,6 +458,8 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
       const baseURL = activeConfig.baseURL.trim() || undefined
       const model = activeConfig.model.trim()
       const knowledgeGraphModel = activeConfig.knowledgeGraphModel.trim() || undefined
+      const meetingNotesModel = activeConfig.meetingNotesModel.trim() || undefined
+      const trackBlockModel = activeConfig.trackBlockModel.trim() || undefined
       const providerConfig = {
         provider: {
           flavor: llmProvider,
@@ -466,6 +468,8 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
         },
         model,
         knowledgeGraphModel,
+        meetingNotesModel,
+        trackBlockModel,
       }
       const result = await window.ipc.invoke("models:test", providerConfig)
       if (result.success) {
@@ -1157,6 +1161,72 @@ export function OnboardingModal({ open, onComplete }: OnboardingModalProps) {
                 </Select>
               )}
             </div>
+
+            <div className="space-y-2">
+              <span className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Meeting notes model</span>
+              {modelsLoading ? (
+                <div className="flex items-center gap-2 text-sm text-muted-foreground">
+                  <Loader2 className="size-4 animate-spin" />
+                  Loading...
+                </div>
+              ) : showModelInput ? (
+                <Input
+                  value={activeConfig.meetingNotesModel}
+                  onChange={(e) => updateProviderConfig(llmProvider, { meetingNotesModel: e.target.value })}
+                  placeholder={activeConfig.model || "Enter model"}
+                />
+              ) : (
+                <Select
+                  value={activeConfig.meetingNotesModel || "__same__"}
+                  onValueChange={(value) => updateProviderConfig(llmProvider, { meetingNotesModel: value === "__same__" ? "" : value })}
+                >
+                  <SelectTrigger>
+                    <SelectValue placeholder="Select a model" />
+                  </SelectTrigger>
+                  <SelectContent>
+                    <SelectItem value="__same__">Same as assistant</SelectItem>
+                    {modelsForProvider.map((model) => (
+                      <SelectItem key={model.id} value={model.id}>
+                        {model.name || model.id}
+                      </SelectItem>
+                    ))}
+                  </SelectContent>
+                </Select>
+              )}
+            </div>
+
+            <div className="space-y-2">
+              <span className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Track block model</span>
+              {modelsLoading ? (
+                <div className="flex items-center gap-2 text-sm text-muted-foreground">
+                  <Loader2 className="size-4 animate-spin" />
+                  Loading...
+                </div>
+              ) : showModelInput ? (
+                <Input
+                  value={activeConfig.trackBlockModel}
+                  onChange={(e) => updateProviderConfig(llmProvider, { trackBlockModel: e.target.value })}
+                  placeholder={activeConfig.model || "Enter model"}
+                />
+              ) : (
+                <Select
+                  value={activeConfig.trackBlockModel || "__same__"}
+                  onValueChange={(value) => updateProviderConfig(llmProvider, { trackBlockModel: value === "__same__" ? "" : value })}
+                >
+                  <SelectTrigger>
+                    <SelectValue placeholder="Select a model" />
+                  </SelectTrigger>
+                  <SelectContent>
+                    <SelectItem value="__same__">Same as assistant</SelectItem>
+                    {modelsForProvider.map((model) => (
+                      <SelectItem key={model.id} value={model.id}>
+                        {model.name || model.id}
+                      </SelectItem>
+                    ))}
+                  </SelectContent>
+                </Select>
+              )}
+            </div>
           </div>
 
           {showApiKey && (

apps/x/apps/renderer/src/components/onboarding/steps/llm-setup-step.tsx

@@ -221,6 +221,76 @@ export function LlmSetupStep({ state }: LlmSetupStepProps) {
               </Select>
             )}
           </div>
+
+          <div className="space-y-2 min-w-0">
+            <label className="text-xs font-medium text-muted-foreground">
+              Meeting Notes Model
+            </label>
+            {modelsLoading ? (
+              <div className="flex items-center gap-2 text-sm text-muted-foreground">
+                <Loader2 className="size-4 animate-spin" />
+                Loading...
+              </div>
+            ) : showModelInput ? (
+              <Input
+                value={activeConfig.meetingNotesModel}
+                onChange={(e) => updateProviderConfig(llmProvider, { meetingNotesModel: e.target.value })}
+                placeholder={activeConfig.model || "Enter model"}
+              />
+            ) : (
+              <Select
+                value={activeConfig.meetingNotesModel || "__same__"}
+                onValueChange={(value) => updateProviderConfig(llmProvider, { meetingNotesModel: value === "__same__" ? "" : value })}
+              >
+                <SelectTrigger className="w-full truncate">
+                  <SelectValue placeholder="Select a model" />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="__same__">Same as assistant</SelectItem>
+                  {modelsForProvider.map((model) => (
+                    <SelectItem key={model.id} value={model.id}>
+                      {model.name || model.id}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+            )}
+          </div>
+
+          <div className="space-y-2 min-w-0">
+            <label className="text-xs font-medium text-muted-foreground">
+              Track Block Model
+            </label>
+            {modelsLoading ? (
+              <div className="flex items-center gap-2 text-sm text-muted-foreground">
+                <Loader2 className="size-4 animate-spin" />
+                Loading...
+              </div>
+            ) : showModelInput ? (
+              <Input
+                value={activeConfig.trackBlockModel}
+                onChange={(e) => updateProviderConfig(llmProvider, { trackBlockModel: e.target.value })}
+                placeholder={activeConfig.model || "Enter model"}
+              />
+            ) : (
+              <Select
+                value={activeConfig.trackBlockModel || "__same__"}
+                onValueChange={(value) => updateProviderConfig(llmProvider, { trackBlockModel: value === "__same__" ? "" : value })}
+              >
+                <SelectTrigger className="w-full truncate">
+                  <SelectValue placeholder="Select a model" />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="__same__">Same as assistant</SelectItem>
+                  {modelsForProvider.map((model) => (
+                    <SelectItem key={model.id} value={model.id}>
+                      {model.name || model.id}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+            )}
+          </div>
         </div>
 
         {showApiKey && (

apps/x/apps/renderer/src/components/onboarding/use-onboarding-state.ts

@@ -29,14 +29,14 @@ export function useOnboardingState(open: boolean, onComplete: () => void) {
   const [modelsCatalog, setModelsCatalog] = useState<Record<string, LlmModelOption[]>>({})
   const [modelsLoading, setModelsLoading] = useState(false)
   const [modelsError, setModelsError] = useState<string | null>(null)
-  const [providerConfigs, setProviderConfigs] = useState<Record<LlmProviderFlavor, { apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string }>>({
+  const [providerConfigs, setProviderConfigs] = useState<Record<LlmProviderFlavor, { apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string; meetingNotesModel: string; trackBlockModel: string }>>({
-    openai: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    openai: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    anthropic: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    anthropic: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    google: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    google: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    openrouter: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    openrouter: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    aigateway: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "" },
+    aigateway: { apiKey: "", baseURL: "", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    ollama: { apiKey: "", baseURL: "http://localhost:11434", model: "", knowledgeGraphModel: "" },
+    ollama: { apiKey: "", baseURL: "http://localhost:11434", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    "openai-compatible": { apiKey: "", baseURL: "http://localhost:1234/v1", model: "", knowledgeGraphModel: "" },
+    "openai-compatible": { apiKey: "", baseURL: "http://localhost:1234/v1", model: "", knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
   })
   const [testState, setTestState] = useState<{ status: "idle" | "testing" | "success" | "error"; error?: string }>({
     status: "idle",
@@ -81,7 +81,7 @@ export function useOnboardingState(open: boolean, onComplete: () => void) {
   const [googleCalendarConnecting, setGoogleCalendarConnecting] = useState(false)
 
   const updateProviderConfig = useCallback(
-    (provider: LlmProviderFlavor, updates: Partial<{ apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string }>) => {
+    (provider: LlmProviderFlavor, updates: Partial<{ apiKey: string; baseURL: string; model: string; knowledgeGraphModel: string; meetingNotesModel: string; trackBlockModel: string }>) => {
       setProviderConfigs(prev => ({
         ...prev,
         [provider]: { ...prev[provider], ...updates },
@@ -435,6 +435,8 @@ export function useOnboardingState(open: boolean, onComplete: () => void) {
       const baseURL = activeConfig.baseURL.trim() || undefined
       const model = activeConfig.model.trim()
       const knowledgeGraphModel = activeConfig.knowledgeGraphModel.trim() || undefined
+      const meetingNotesModel = activeConfig.meetingNotesModel.trim() || undefined
+      const trackBlockModel = activeConfig.trackBlockModel.trim() || undefined
       const providerConfig = {
         provider: {
           flavor: llmProvider,
@@ -443,6 +445,8 @@ export function useOnboardingState(open: boolean, onComplete: () => void) {
         },
         model,
         knowledgeGraphModel,
+        meetingNotesModel,
+        trackBlockModel,
       }
       const result = await window.ipc.invoke("models:test", providerConfig)
       if (result.success) {
@@ -459,7 +463,7 @@ export function useOnboardingState(open: boolean, onComplete: () => void) {
       setTestState({ status: "error", error: "Connection test failed" })
       toast.error("Connection test failed")
     }
-  }, [activeConfig.apiKey, activeConfig.baseURL, activeConfig.model, activeConfig.knowledgeGraphModel, canTest, llmProvider, handleNext])
+  }, [activeConfig.apiKey, activeConfig.baseURL, activeConfig.model, activeConfig.knowledgeGraphModel, activeConfig.meetingNotesModel, activeConfig.trackBlockModel, canTest, llmProvider, handleNext])
 
   // Check connection status for all providers
   const refreshAllStatuses = useCallback(async () => {

apps/x/apps/renderer/src/components/settings-dialog.tsx

@@ -196,14 +196,14 @@ const defaultBaseURLs: Partial<Record<LlmProviderFlavor, string>> = {
 function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
   const [provider, setProvider] = useState<LlmProviderFlavor>("openai")
   const [defaultProvider, setDefaultProvider] = useState<LlmProviderFlavor | null>(null)
-  const [providerConfigs, setProviderConfigs] = useState<Record<LlmProviderFlavor, { apiKey: string; baseURL: string; models: string[]; knowledgeGraphModel: string }>>({
+  const [providerConfigs, setProviderConfigs] = useState<Record<LlmProviderFlavor, { apiKey: string; baseURL: string; models: string[]; knowledgeGraphModel: string; meetingNotesModel: string; trackBlockModel: string }>>({
-    openai: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "" },
+    openai: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    anthropic: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "" },
+    anthropic: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    google: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "" },
+    google: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    openrouter: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "" },
+    openrouter: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    aigateway: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "" },
+    aigateway: { apiKey: "", baseURL: "", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    ollama: { apiKey: "", baseURL: "http://localhost:11434", models: [""], knowledgeGraphModel: "" },
+    ollama: { apiKey: "", baseURL: "http://localhost:11434", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
-    "openai-compatible": { apiKey: "", baseURL: "http://localhost:1234/v1", models: [""], knowledgeGraphModel: "" },
+    "openai-compatible": { apiKey: "", baseURL: "http://localhost:1234/v1", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
   })
   const [modelsCatalog, setModelsCatalog] = useState<Record<string, LlmModelOption[]>>({})
   const [modelsLoading, setModelsLoading] = useState(false)
@@ -229,7 +229,7 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
     (!requiresBaseURL || activeConfig.baseURL.trim().length > 0)
 
   const updateConfig = useCallback(
-    (prov: LlmProviderFlavor, updates: Partial<{ apiKey: string; baseURL: string; models: string[]; knowledgeGraphModel: string }>) => {
+    (prov: LlmProviderFlavor, updates: Partial<{ apiKey: string; baseURL: string; models: string[]; knowledgeGraphModel: string; meetingNotesModel: string; trackBlockModel: string }>) => {
       setProviderConfigs(prev => ({
         ...prev,
         [prov]: { ...prev[prov], ...updates },
@@ -302,6 +302,8 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
                     baseURL: e.baseURL || (defaultBaseURLs[key as LlmProviderFlavor] || ""),
                     models: savedModels,
                     knowledgeGraphModel: e.knowledgeGraphModel || "",
+                    meetingNotesModel: e.meetingNotesModel || "",
+                    trackBlockModel: e.trackBlockModel || "",
                   };
                 }
               }
@@ -318,6 +320,8 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
                 baseURL: parsed.provider.baseURL || (defaultBaseURLs[flavor] || ""),
                 models: activeModels.length > 0 ? activeModels : [""],
                 knowledgeGraphModel: parsed.knowledgeGraphModel || "",
+                meetingNotesModel: parsed.meetingNotesModel || "",
+                trackBlockModel: parsed.trackBlockModel || "",
               };
             }
             return next;
@@ -391,6 +395,8 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
         model: allModels[0] || "",
         models: allModels,
         knowledgeGraphModel: activeConfig.knowledgeGraphModel.trim() || undefined,
+        meetingNotesModel: activeConfig.meetingNotesModel.trim() || undefined,
+        trackBlockModel: activeConfig.trackBlockModel.trim() || undefined,
       }
       const result = await window.ipc.invoke("models:test", providerConfig)
       if (result.success) {
@@ -423,6 +429,8 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
         model: allModels[0],
         models: allModels,
         knowledgeGraphModel: config.knowledgeGraphModel.trim() || undefined,
+        meetingNotesModel: config.meetingNotesModel.trim() || undefined,
+        trackBlockModel: config.trackBlockModel.trim() || undefined,
       })
       setDefaultProvider(prov)
       window.dispatchEvent(new Event('models-config-changed'))
@@ -452,6 +460,8 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
         parsed.model = defModels[0] || ""
         parsed.models = defModels
         parsed.knowledgeGraphModel = defConfig.knowledgeGraphModel.trim() || undefined
+        parsed.meetingNotesModel = defConfig.meetingNotesModel.trim() || undefined
+        parsed.trackBlockModel = defConfig.trackBlockModel.trim() || undefined
       }
       await window.ipc.invoke("workspace:writeFile", {
         path: "config/models.json",
@@ -459,7 +469,7 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
       })
       setProviderConfigs(prev => ({
         ...prev,
-        [prov]: { apiKey: "", baseURL: defaultBaseURLs[prov] || "", models: [""], knowledgeGraphModel: "" },
+        [prov]: { apiKey: "", baseURL: defaultBaseURLs[prov] || "", models: [""], knowledgeGraphModel: "", meetingNotesModel: "", trackBlockModel: "" },
       }))
       setTestState({ status: "idle" })
       window.dispatchEvent(new Event('models-config-changed'))
@@ -649,6 +659,74 @@ function ModelSettings({ dialogOpen }: { dialogOpen: boolean }) {
             </Select>
           )}
         </div>
+
+        {/* Meeting notes model */}
+        <div className="space-y-2">
+          <span className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Meeting notes model</span>
+          {modelsLoading ? (
+            <div className="flex items-center gap-2 text-sm text-muted-foreground">
+              <Loader2 className="size-4 animate-spin" />
+              Loading...
+            </div>
+          ) : showModelInput ? (
+            <Input
+              value={activeConfig.meetingNotesModel}
+              onChange={(e) => updateConfig(provider, { meetingNotesModel: e.target.value })}
+              placeholder={primaryModel || "Enter model"}
+            />
+          ) : (
+            <Select
+              value={activeConfig.meetingNotesModel || "__same__"}
+              onValueChange={(value) => updateConfig(provider, { meetingNotesModel: value === "__same__" ? "" : value })}
+            >
+              <SelectTrigger>
+                <SelectValue placeholder="Select a model" />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="__same__">Same as assistant</SelectItem>
+                {modelsForProvider.map((m) => (
+                  <SelectItem key={m.id} value={m.id}>
+                    {m.name || m.id}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          )}
+        </div>
+
+        {/* Track block model */}
+        <div className="space-y-2">
+          <span className="text-xs font-medium text-muted-foreground uppercase tracking-wider">Track block model</span>
+          {modelsLoading ? (
+            <div className="flex items-center gap-2 text-sm text-muted-foreground">
+              <Loader2 className="size-4 animate-spin" />
+              Loading...
+            </div>
+          ) : showModelInput ? (
+            <Input
+              value={activeConfig.trackBlockModel}
+              onChange={(e) => updateConfig(provider, { trackBlockModel: e.target.value })}
+              placeholder={primaryModel || "Enter model"}
+            />
+          ) : (
+            <Select
+              value={activeConfig.trackBlockModel || "__same__"}
+              onValueChange={(value) => updateConfig(provider, { trackBlockModel: value === "__same__" ? "" : value })}
+            >
+              <SelectTrigger>
+                <SelectValue placeholder="Select a model" />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="__same__">Same as assistant</SelectItem>
+                {modelsForProvider.map((m) => (
+                  <SelectItem key={m.id} value={m.id}>
+                    {m.name || m.id}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          )}
+        </div>
       </div>
 
       {/* API Key */}

apps/x/apps/renderer/src/components/track-modal.tsx

@@ -156,6 +156,8 @@ export function TrackModal() {
   const lastRunAt = track?.lastRunAt ?? ''
   const lastRunId = track?.lastRunId ?? ''
   const lastRunSummary = track?.lastRunSummary ?? ''
+  const model = track?.model ?? ''
+  const provider = track?.provider ?? ''
   const scheduleSummary = useMemo(() => summarizeSchedule(schedule), [schedule])
   const triggerType: 'scheduled' | 'event' | 'manual' =
     schedule ? 'scheduled' : eventMatchCriteria ? 'event' : 'manual'
@@ -393,6 +395,12 @@ export function TrackModal() {
                 <dt>Track ID</dt><dd><code>{trackId}</code></dd>
                 <dt>File</dt><dd><code>{detail.filePath}</code></dd>
                 <dt>Status</dt><dd>{active ? 'Active' : 'Paused'}</dd>
+                {model && (<>
+                  <dt>Model</dt><dd><code>{model}</code></dd>
+                </>)}
+                {provider && (<>
+                  <dt>Provider</dt><dd><code>{provider}</code></dd>
+                </>)}
                 {lastRunAt && (<>
                   <dt>Last run</dt><dd>{formatDateTime(lastRunAt)}</dd>
                 </>)}

apps/x/apps/renderer/src/hooks/useAnalyticsIdentity.ts

@@ -58,15 +58,29 @@ export function useAnalyticsIdentity() {
   // Listen for OAuth connect/disconnect events to update identity
   useEffect(() => {
     const cleanup = window.ipc.on('oauth:didConnect', (event) => {
-      if (!event.success) return
+      if (event.provider !== 'rowboat') {
-
+        // Other providers: just toggle the connection flag
-      // If Rowboat provider connected, identify user
+        if (event.success) {
-      if (event.provider === 'rowboat' && event.userId) {
+          posthog.people.set({ [`${event.provider}_connected`]: true })
-        posthog.identify(event.userId)
+        }
-        posthog.people.set({ signed_in: true })
+        return
       }
 
-      posthog.people.set({ [`${event.provider}_connected`]: true })
+      // Rowboat sign-in
+      if (event.success) {
+        if (event.userId) {
+          posthog.identify(event.userId)
+        }
+        posthog.people.set({ signed_in: true, rowboat_connected: true })
+        posthog.capture('user_signed_in')
+        return
+      }
+
+      // Rowboat sign-out — flip flags, capture, and reset distinct_id so
+      // future events on this device don't get attributed to the prior user.
+      posthog.people.set({ signed_in: false, rowboat_connected: false })
+      posthog.capture('user_signed_out')
+      posthog.reset()
     })
 
     return cleanup

apps/x/apps/renderer/src/main.tsx

@@ -2,12 +2,28 @@ import { StrictMode } from 'react'
 import { createRoot } from 'react-dom/client'
 import './index.css'
 import App from './App.tsx'
+import posthog from 'posthog-js'
 import { PostHogProvider } from 'posthog-js/react'
 import { ThemeProvider } from '@/contexts/theme-context'
 
+// Fetch the stable installation ID from main so renderer + main share one
+// PostHog distinct_id. Falls back to PostHog's auto-generated anonymous ID
+// if the IPC call fails (rare — main is always up before renderer).
+async function bootstrap() {
+  let installationId: string | undefined
+  let apiUrl: string | undefined
+  try {
+    const result = await window.ipc.invoke('analytics:bootstrap', null)
+    installationId = result.installationId
+    apiUrl = result.apiUrl
+  } catch (err) {
+    console.error('[Analytics] Failed to bootstrap from main:', err)
+  }
+
   const options = {
     api_host: import.meta.env.VITE_PUBLIC_POSTHOG_HOST,
     defaults: '2025-11-30',
+    ...(installationId ? { bootstrap: { distinctID: installationId } } : {}),
   } as const
 
   createRoot(document.getElementById('root')!).render(
@@ -19,3 +35,12 @@ createRoot(document.getElementById('root')!).render(
       </PostHogProvider>
     </StrictMode>,
   )
+
+  // Tag the active person record with api_url so anonymous users are also
+  // segmentable by environment.
+  if (apiUrl) {
+    posthog.people.set({ api_url: apiUrl })
+  }
+}
+
+bootstrap()

apps/x/packages/core/package.json

@@ -37,6 +37,7 @@
     "openid-client": "^6.8.1",
     "papaparse": "^5.5.3",
     "pdf-parse": "^2.4.5",
+    "posthog-node": "^4.18.0",
     "react": "^19.2.3",
     "xlsx": "^0.18.5",
     "yaml": "^2.8.2",

apps/x/packages/core/src/agent-schedule/runner.ts

@@ -8,6 +8,7 @@ import { IMonotonicallyIncreasingIdGenerator } from "../application/lib/id-gen.j
 import { AgentScheduleConfig, AgentScheduleEntry } from "@x/shared/dist/agent-schedule.js";
 import { AgentScheduleState, AgentScheduleStateEntry } from "@x/shared/dist/agent-schedule-state.js";
 import { MessageEvent } from "@x/shared/dist/runs.js";
+import { createRun } from "../runs/runs.js";
 import z from "zod";
 
 const DEFAULT_STARTING_MESSAGE = "go";
@@ -162,8 +163,12 @@ async function runAgent(
     });
 
     try {
-        // Create a new run
+        // Create a new run via core (resolves agent + default model+provider).
-        const run = await runsRepo.create({ agentId: agentName });
+        const run = await createRun({
+            agentId: agentName,
+            useCase: 'copilot_chat',
+            subUseCase: 'scheduled',
+        });
         console.log(`[AgentRunner] Created run ${run.id} for agent ${agentName}`);
 
         // Add the starting message as a user message

apps/x/packages/core/src/agents/runtime.ts

@@ -16,8 +16,7 @@ import { isBlocked, extractCommandNames } from "../application/lib/command-execu
 import container from "../di/container.js";
 import { IModelConfigRepo } from "../models/repo.js";
 import { createProvider } from "../models/models.js";
-import { isSignedIn } from "../account/account.js";
+import { resolveProviderConfig } from "../models/defaults.js";
-import { getGatewayProvider } from "../models/gateway.js";
 import { IAgentsRepo } from "./repo.js";
 import { IMonotonicallyIncreasingIdGenerator } from "../application/lib/id-gen.js";
 import { IBus } from "../application/lib/bus.js";
@@ -27,6 +26,8 @@ import { IRunsLock } from "../runs/lock.js";
 import { IAbortRegistry } from "../runs/abort-registry.js";
 import { PrefixLogger } from "@x/shared";
 import { parse } from "yaml";
+import { captureLlmUsage } from "../analytics/usage.js";
+import { enterUseCase, type UseCase } from "../analytics/use_case.js";
 import { getRaw as getNoteCreationRaw } from "../knowledge/note_creation.js";
 import { getRaw as getLabelingAgentRaw } from "../knowledge/labeling_agent.js";
 import { getRaw as getNoteTaggingAgentRaw } from "../knowledge/note_tagging_agent.js";
@@ -194,6 +195,19 @@ export class AgentRuntime implements IAgentRuntime {
                 await this.runsRepo.appendEvents(runId, [stoppedEvent]);
                 await this.bus.publish(stoppedEvent);
             }
+        } catch (error) {
+            console.error(`Run ${runId} failed:`, error);
+            const message = error instanceof Error
+                ? (error.stack || error.message || error.name)
+                : typeof error === "string" ? error : JSON.stringify(error);
+            const errorEvent: z.infer<typeof RunEvent> = {
+                runId,
+                type: "error",
+                error: message,
+                subflow: [],
+            };
+            await this.runsRepo.appendEvents(runId, [errorEvent]);
+            await this.bus.publish(errorEvent);
         } finally {
             this.abortRegistry.cleanup(runId);
             await this.runsLock.release(runId);
@@ -636,6 +650,10 @@ export class AgentState {
     runId: string | null = null;
     agent: z.infer<typeof Agent> | null = null;
     agentName: string | null = null;
+    runModel: string | null = null;
+    runProvider: string | null = null;
+    runUseCase: UseCase | null = null;
+    runSubUseCase: string | null = null;
     messages: z.infer<typeof MessageList> = [];
     lastAssistantMsg: z.infer<typeof AssistantMessage> | null = null;
     subflowStates: Record<string, AgentState> = {};
@@ -749,13 +767,22 @@ export class AgentState {
             case "start":
                 this.runId = event.runId;
                 this.agentName = event.agentName;
+                this.runModel = event.model;
+                this.runProvider = event.provider;
+                this.runUseCase = event.useCase ?? null;
+                this.runSubUseCase = event.subUseCase ?? null;
                 break;
             case "spawn-subflow":
                 // Seed the subflow state with its agent so downstream loadAgent works.
+                // Subflows inherit the parent run's model+provider — there's one pair per run.
                 if (!this.subflowStates[event.toolCallId]) {
                     this.subflowStates[event.toolCallId] = new AgentState();
                 }
                 this.subflowStates[event.toolCallId].agentName = event.agentName;
+                this.subflowStates[event.toolCallId].runModel = this.runModel;
+                this.subflowStates[event.toolCallId].runProvider = this.runProvider;
+                this.subflowStates[event.toolCallId].runUseCase = this.runUseCase;
+                this.subflowStates[event.toolCallId].runSubUseCase = this.runSubUseCase;
                 break;
             case "message":
                 this.messages.push(event.message);
@@ -844,35 +871,31 @@ export async function* streamAgent({
         yield event;
     }
 
-    const modelConfig = await modelConfigRepo.getConfig();
-    if (!modelConfig) {
-        throw new Error("Model config not found");
-    }
-
     // set up agent
     const agent = await loadAgent(state.agentName!);
 
     // set up tools
     const tools = await buildTools(agent);
 
-    // set up provider + model
+    // model+provider were resolved and frozen on the run at runs:create time.
-    const signedIn = await isSignedIn();
+    // Look up the named provider's current credentials from models.json and
-    const provider = signedIn
+    // instantiate the LLM client. No selection happens here.
-        ? await getGatewayProvider()
+    if (!state.runModel || !state.runProvider) {
-        : createProvider(modelConfig.provider);
+        throw new Error(`Run ${runId} is missing model/provider on its start event`);
-    const knowledgeGraphAgents = ["note_creation", "email-draft", "meeting-prep", "labeling_agent", "note_tagging_agent", "agent_notes_agent"];
+    }
-    const isKgAgent = knowledgeGraphAgents.includes(state.agentName!);
+    const modelId = state.runModel;
-    const isInlineTaskAgent = state.agentName === "inline_task_agent";
+    const providerConfig = await resolveProviderConfig(state.runProvider);
-    const defaultModel = signedIn ? "gpt-5.4" : modelConfig.model;
+    const provider = createProvider(providerConfig);
-    const defaultKgModel = signedIn ? "anthropic/claude-haiku-4.5" : defaultModel;
-    const defaultInlineTaskModel = signedIn ? "anthropic/claude-sonnet-4.6" : defaultModel;
-    const modelId = isInlineTaskAgent
-        ? defaultInlineTaskModel
-        : (isKgAgent && modelConfig.knowledgeGraphModel)
-            ? modelConfig.knowledgeGraphModel
-            : isKgAgent ? defaultKgModel : defaultModel;
     const model = provider.languageModel(modelId);
-    logger.log(`using model: ${modelId}`);
+    logger.log(`using model: ${modelId} (provider: ${state.runProvider})`);
+
+    // Install use-case context for tool-internal LLM calls (e.g. parseFile)
+    // so they can tag their `llm_usage` events with the parent run's category.
+    enterUseCase({
+        useCase: state.runUseCase ?? "copilot_chat",
+        ...(state.runSubUseCase ? { subUseCase: state.runSubUseCase } : {}),
+        ...(state.agentName ? { agentName: state.agentName } : {}),
+    });
 
     let loopCounter = 0;
     let voiceInput = false;
@@ -942,6 +965,7 @@ export async function* streamAgent({
                 subflow: [],
             });
             let result: unknown = null;
+            try {
                 if (agent.tools![toolCall.toolName].type === "agent") {
                     const subflowState = state.subflowStates[toolCallId];
                     for await (const event of streamAgent({
@@ -964,6 +988,18 @@ export async function* streamAgent({
                 } else {
                     result = await execTool(agent.tools![toolCall.toolName], toolCall.arguments, { runId, signal, abortRegistry });
                 }
+            } catch (error) {
+                if ((error instanceof Error && error.name === "AbortError") || signal.aborted) {
+                    throw error;
+                }
+                const message = error instanceof Error ? (error.message || error.name) : String(error);
+                _logger.log('tool failed', message);
+                result = {
+                    success: false,
+                    error: message,
+                    toolName: toolCall.toolName,
+                };
+            }
             const resultPayload = result === undefined ? null : result;
             const resultMsg: z.infer<typeof ToolMessage> = {
                 role: "tool",
@@ -1094,6 +1130,13 @@ export async function* streamAgent({
             instructionsWithDateTime,
             tools,
             signal,
+            {
+                useCase: state.runUseCase ?? "copilot_chat",
+                ...(state.runSubUseCase ? { subUseCase: state.runSubUseCase } : {}),
+                agentName: state.agentName ?? undefined,
+                modelId,
+                providerName: state.runProvider!,
+            },
         )) {
             messageBuilder.ingest(event);
             yield* processEvent({
@@ -1181,12 +1224,21 @@ export async function* streamAgent({
     }
 }
 
+interface StreamLlmAnalytics {
+    useCase: UseCase;
+    subUseCase?: string;
+    agentName?: string;
+    modelId: string;
+    providerName: string;
+}
+
 async function* streamLlm(
     model: LanguageModel,
     messages: z.infer<typeof MessageList>,
     instructions: string,
     tools: ToolSet,
     signal?: AbortSignal,
+    analytics?: StreamLlmAnalytics,
 ): AsyncGenerator<z.infer<typeof LlmStepStreamEvent>, void, unknown> {
     const converted = convertFromMessages(messages);
     console.log(`! SENDING payload to model: `, JSON.stringify(converted))
@@ -1257,6 +1309,16 @@ async function* streamLlm(
                 };
                 break;
             case "finish-step":
+                if (analytics) {
+                    captureLlmUsage({
+                        useCase: analytics.useCase,
+                        ...(analytics.subUseCase ? { subUseCase: analytics.subUseCase } : {}),
+                        ...(analytics.agentName ? { agentName: analytics.agentName } : {}),
+                        model: analytics.modelId,
+                        provider: analytics.providerName,
+                        usage: event.usage,
+                    });
+                }
                 yield {
                     type: "finish-step",
                     usage: event.usage,

apps/x/packages/core/src/analytics/identify.ts

@@ -0,0 +1,23 @@
+import { isSignedIn } from '../account/account.js';
+import { getBillingInfo } from '../billing/billing.js';
+import { identify } from './posthog.js';
+
+/**
+ * If the user has rowboat OAuth tokens, fetch their billing info and
+ * call posthog.identify(). Idempotent — safe to call on every app start.
+ * Catches all errors so analytics never blocks app launch.
+ */
+export async function identifyIfSignedIn(): Promise<void> {
+  try {
+    if (!(await isSignedIn())) return;
+    const billing = await getBillingInfo();
+    if (!billing.userId) return;
+    identify(billing.userId, {
+      ...(billing.userEmail ? { email: billing.userEmail } : {}),
+      plan: billing.subscriptionPlan,
+      status: billing.subscriptionStatus,
+    });
+  } catch (err) {
+    console.error('[Analytics] startup identify failed:', err);
+  }
+}

apps/x/packages/core/src/analytics/installation.ts

@@ -0,0 +1,37 @@
+import fs from 'node:fs';
+import path from 'node:path';
+import { randomUUID } from 'node:crypto';
+import { WorkDir } from '../config/config.js';
+
+const INSTALLATION_PATH = path.join(WorkDir, 'config', 'installation.json');
+
+let cached: string | null = null;
+
+export function getInstallationId(): string {
+  if (cached) return cached;
+  try {
+    if (fs.existsSync(INSTALLATION_PATH)) {
+      const raw = fs.readFileSync(INSTALLATION_PATH, 'utf-8');
+      const parsed = JSON.parse(raw) as { installationId?: string };
+      if (parsed.installationId && typeof parsed.installationId === 'string') {
+        cached = parsed.installationId;
+        return cached;
+      }
+    }
+  } catch (err) {
+    console.error('[Analytics] Failed to read installation.json:', err);
+  }
+
+  const id = randomUUID();
+  try {
+    const dir = path.dirname(INSTALLATION_PATH);
+    if (!fs.existsSync(dir)) {
+      fs.mkdirSync(dir, { recursive: true });
+    }
+    fs.writeFileSync(INSTALLATION_PATH, JSON.stringify({ installationId: id }, null, 2));
+  } catch (err) {
+    console.error('[Analytics] Failed to write installation.json:', err);
+  }
+  cached = id;
+  return id;
+}

apps/x/packages/core/src/analytics/posthog.ts

@@ -0,0 +1,90 @@
+import { PostHog } from 'posthog-node';
+import { getInstallationId } from './installation.js';
+import { API_URL } from '../config/env.js';
+
+// Build-time injected via esbuild `define` (apps/main/bundle.mjs).
+// In dev/tsc, fall back to process.env so local runs work too.
+const POSTHOG_KEY = process.env.POSTHOG_KEY ?? process.env.VITE_PUBLIC_POSTHOG_KEY ?? '';
+const POSTHOG_HOST = process.env.POSTHOG_HOST ?? process.env.VITE_PUBLIC_POSTHOG_HOST ?? 'https://us.i.posthog.com';
+
+let client: PostHog | null = null;
+let initAttempted = false;
+let identifiedUserId: string | null = null;
+
+function getClient(): PostHog | null {
+  if (initAttempted) return client;
+  initAttempted = true;
+  if (!POSTHOG_KEY) {
+    console.log('[Analytics] POSTHOG_KEY not set; analytics disabled');
+    return null;
+  }
+  try {
+    client = new PostHog(POSTHOG_KEY, {
+      host: POSTHOG_HOST,
+      flushAt: 20,
+      flushInterval: 10_000,
+    });
+    // Tag the install with api_url as a person property up-front,
+    // so anonymous users are also segmentable by environment (api_url
+    // distinguishes prod / staging / custom — meaning is assigned in PostHog).
+    client.identify({
+      distinctId: getInstallationId(),
+      properties: { api_url: API_URL },
+    });
+  } catch (err) {
+    console.error('[Analytics] Failed to init PostHog:', err);
+    client = null;
+  }
+  return client;
+}
+
+function activeDistinctId(): string {
+  return identifiedUserId ?? getInstallationId();
+}
+
+export function capture(event: string, properties?: Record<string, unknown>): void {
+  const ph = getClient();
+  if (!ph) return;
+  try {
+    ph.capture({
+      distinctId: activeDistinctId(),
+      event,
+      properties,
+    });
+  } catch (err) {
+    console.error('[Analytics] capture failed:', err);
+  }
+}
+
+export function identify(userId: string, properties?: Record<string, unknown>): void {
+  const ph = getClient();
+  if (!ph) return;
+  try {
+    // Alias the anonymous installation ID to the rowboat user ID so historical
+    // anonymous events are linked to the identified user.
+    ph.alias({ distinctId: userId, alias: getInstallationId() });
+    ph.identify({
+      distinctId: userId,
+      properties: {
+        ...properties,
+        api_url: API_URL,
+      },
+    });
+    identifiedUserId = userId;
+  } catch (err) {
+    console.error('[Analytics] identify failed:', err);
+  }
+}
+
+export function reset(): void {
+  identifiedUserId = null;
+}
+
+export async function shutdown(): Promise<void> {
+  if (!client) return;
+  try {
+    await client.shutdown();
+  } catch (err) {
+    console.error('[Analytics] shutdown failed:', err);
+  }
+}

apps/x/packages/core/src/analytics/usage.ts

@@ -0,0 +1,38 @@
+import { capture } from './posthog.js';
+import type { UseCase } from './use_case.js';
+
+// Shape compatible with ai-sdk v5 `LanguageModelUsage`.
+// All fields are optional because providers report subsets.
+export interface LlmUsageInput {
+  inputTokens?: number;
+  outputTokens?: number;
+  totalTokens?: number;
+  reasoningTokens?: number;
+  cachedInputTokens?: number;
+}
+
+export interface CaptureLlmUsageArgs {
+  useCase: UseCase;
+  subUseCase?: string;
+  agentName?: string;
+  model: string;
+  provider: string;
+  usage: LlmUsageInput | undefined;
+}
+
+export function captureLlmUsage(args: CaptureLlmUsageArgs): void {
+  const usage = args.usage ?? {};
+  const properties: Record<string, unknown> = {
+    use_case: args.useCase,
+    model: args.model,
+    provider: args.provider,
+    input_tokens: usage.inputTokens ?? 0,
+    output_tokens: usage.outputTokens ?? 0,
+    total_tokens: usage.totalTokens ?? (usage.inputTokens ?? 0) + (usage.outputTokens ?? 0),
+  };
+  if (args.subUseCase) properties.sub_use_case = args.subUseCase;
+  if (args.agentName) properties.agent_name = args.agentName;
+  if (usage.cachedInputTokens != null) properties.cached_input_tokens = usage.cachedInputTokens;
+  if (usage.reasoningTokens != null) properties.reasoning_tokens = usage.reasoningTokens;
+  capture('llm_usage', properties);
+}

apps/x/packages/core/src/analytics/use_case.ts

@@ -0,0 +1,28 @@
+import { AsyncLocalStorage } from 'node:async_hooks';
+
+export type UseCase = 'copilot_chat' | 'track_block' | 'meeting_note' | 'knowledge_sync';
+
+export interface UseCaseContext {
+  useCase: UseCase;
+  subUseCase?: string;
+  agentName?: string;
+}
+
+const storage = new AsyncLocalStorage<UseCaseContext>();
+
+export function withUseCase<T>(ctx: UseCaseContext, fn: () => T): T {
+  return storage.run(ctx, fn);
+}
+
+/**
+ * Permanently install a use-case context for the current async chain.
+ * Use inside generator functions where wrapping with `withUseCase()` doesn't
+ * compose. Child async work (e.g. tool execution) will inherit it.
+ */
+export function enterUseCase(ctx: UseCaseContext): void {
+  storage.enterWith(ctx);
+}
+
+export function getCurrentUseCase(): UseCaseContext | undefined {
+  return storage.getStore();
+}

apps/x/packages/core/src/application/assistant/skills/tracks/skill.ts

@@ -87,6 +87,23 @@ ${schemaYaml}
 
 **Runtime-managed fields — never write these yourself:** ` + "`" + `lastRunAt` + "`" + `, ` + "`" + `lastRunId` + "`" + `, ` + "`" + `lastRunSummary` + "`" + `.
 
+## Do Not Set ` + "`" + `model` + "`" + ` or ` + "`" + `provider` + "`" + ` (almost always)
+
+The schema includes optional ` + "`" + `model` + "`" + ` and ` + "`" + `provider` + "`" + ` fields. **Omit them.** A user-configurable global default already picks the right model and provider for tracks; setting per-track values bypasses that and is almost always wrong.
+
+The only time these belong on a track:
+
+- The user **explicitly** named a model or provider for *this specific track* in their request ("use Claude Opus for this one", "force this track onto OpenAI"). Quote the user's wording back when confirming.
+
+Things that are **not** reasons to set these:
+
+- "Tracks should be fast" / "I want a small model" — that's a global preference, not a per-track one. Leave it; the global default exists.
+- "This track is complex" — write a clearer instruction; don't reach for a different model.
+- "Just to be safe" / "in case it matters" — this is the antipattern. Leave them out.
+- The user changed their main chat model — that has nothing to do with tracks. Leave them out.
+
+When in doubt: omit both fields. Never volunteer them. Never include them in a starter template you suggest. If you find yourself adding them as a sensible default, stop — you're wrong.
+
 ## Choosing a trackId
 
 - Kebab-case, short, descriptive: ` + "`" + `chicago-time` + "`" + `, ` + "`" + `sfo-weather` + "`" + `, ` + "`" + `hn-top5` + "`" + `, ` + "`" + `btc-usd` + "`" + `.

apps/x/packages/core/src/application/lib/builtin-tools.ts

@@ -21,9 +21,10 @@ import { BrowserControlInputSchema, type BrowserControlInput } from "@x/shared/d
 import type { ToolContext } from "./exec-tool.js";
 import { generateText } from "ai";
 import { createProvider } from "../../models/models.js";
-import { IModelConfigRepo } from "../../models/repo.js";
+import { getDefaultModelAndProvider, resolveProviderConfig } from "../../models/defaults.js";
+import { captureLlmUsage } from "../../analytics/usage.js";
+import { getCurrentUseCase } from "../../analytics/use_case.js";
 import { isSignedIn } from "../../account/account.js";
-import { getGatewayProvider } from "../../models/gateway.js";
 import { getAccessToken } from "../../auth/tokens.js";
 import { API_URL } from "../../config/env.js";
 import { updateContent, updateTrackBlock } from "../../knowledge/track/fileops.js";
@@ -746,13 +747,9 @@ export const BuiltinTools: z.infer<typeof BuiltinToolsSchema> = {
 
                 const base64 = buffer.toString('base64');
 
-                // Resolve model config from DI container
+                const { model: modelId, provider: providerName } = await getDefaultModelAndProvider();
-                const modelConfigRepo = container.resolve<IModelConfigRepo>('modelConfigRepo');
+                const providerConfig = await resolveProviderConfig(providerName);
-                const modelConfig = await modelConfigRepo.getConfig();
+                const model = createProvider(providerConfig).languageModel(modelId);
-                const provider = await isSignedIn()
-                    ? await getGatewayProvider()
-                    : createProvider(modelConfig.provider);
-                const model = provider.languageModel(modelConfig.model);
 
                 const userPrompt = prompt || 'Convert this file to well-structured markdown.';
 
@@ -769,6 +766,16 @@ export const BuiltinTools: z.infer<typeof BuiltinToolsSchema> = {
                     ],
                 });
 
+                const ctx = getCurrentUseCase();
+                captureLlmUsage({
+                    useCase: ctx?.useCase ?? 'copilot_chat',
+                    subUseCase: 'file_parse',
+                    ...(ctx?.agentName ? { agentName: ctx.agentName } : {}),
+                    model: modelId,
+                    provider: providerName,
+                    usage: response.usage,
+                });
+
                 return {
                     success: true,
                     fileName,

apps/x/packages/core/src/knowledge/agent_notes.ts

@@ -3,6 +3,7 @@ import path from 'path';
 import { google } from 'googleapis';
 import { WorkDir } from '../config/config.js';
 import { createRun, createMessage } from '../runs/runs.js';
+import { getKgModel } from '../models/defaults.js';
 import { waitForRunCompletion } from '../agents/utils.js';
 import { serviceLogger } from '../services/service_logger.js';
 import { loadUserConfig, updateUserEmail } from '../config/user_config.js';
@@ -305,7 +306,12 @@ async function processAgentNotes(): Promise<void> {
         const timestamp = new Date().toISOString();
         const message = `Current timestamp: ${timestamp}\n\nProcess the following source material and update the Agent Notes folder accordingly.\n\n${messageParts.join('\n\n')}`;
 
-        const agentRun = await createRun({ agentId: AGENT_ID });
+        const agentRun = await createRun({
+            agentId: AGENT_ID,
+            model: await getKgModel(),
+            useCase: 'knowledge_sync',
+            subUseCase: 'agent_notes',
+        });
         await createMessage(agentRun.id, message);
         await waitForRunCompletion(agentRun.id);
 

apps/x/packages/core/src/knowledge/build_graph.ts

@@ -38,6 +38,7 @@ const SOURCE_FOLDERS = [
     'gmail_sync',
     path.join('knowledge', 'Meetings', 'fireflies'),
     path.join('knowledge', 'Meetings', 'granola'),
+    path.join('knowledge', 'Meetings', 'rowboat'),
 ];
 
 // Voice memos are now created directly in knowledge/Voice Memos/<date>/
@@ -251,6 +252,8 @@ async function createNotesFromBatch(
     // Create a run for the note creation agent
     const run = await createRun({
         agentId: NOTE_CREATION_AGENT,
+        useCase: 'knowledge_sync',
+        subUseCase: 'build_graph',
     });
     const suggestedTopicsContent = readSuggestedTopicsFile();
 

apps/x/packages/core/src/knowledge/ensure_daily_note.ts

@@ -21,14 +21,14 @@ const SECTIONS: Section[] = [
             instruction:
 `Write 1-3 sentences of plain markdown giving the user a shoulder-tap about what's next on their calendar today.
 
-Data: read today's events from calendar_sync/ (workspace-readdir, then workspace-readFile each .json file). Filter to events whose start datetime is today and hasn't started yet.
+This section refreshes on calendar changes, not on a clock tick — do NOT promise live minute countdowns. Frame urgency in buckets based on the event's start time relative to now:
+- Start time is in the past or within roughly half an hour → imminent: name the meeting and say it's starting soon (e.g. "Standup is starting — join link in the Calendar section below.").
+- Start time is later this morning or this afternoon → upcoming: name the meeting and roughly when (e.g. "Design review later this morning." / "1:1 with Sam this afternoon.").
+- Start time is several hours out or nothing before then → focus block: frame the gap (e.g. "Next up is the all-hands at 3pm — good long focus block until then.").
 
-Lead based on how soon the next event is:
+Use the event's start time of day ("at 3pm", "this afternoon") rather than a countdown ("in 40 minutes"). Countdowns go stale between syncs.
-- Under 15 minutes → urgent ("Standup starts in 10 minutes — join link in the Calendar section below.")
-- Under 2 hours → lead with the event ("Design review in 40 minutes.")
-- 2+ hours → frame the gap as focus time ("Next up is standup at noon — you've got a solid 3-hour focus block.")
 
-Always compute minutes-to-start against the actual current local time — never say "nothing in the next X hours" if an event is in that window.
+Data: read today's events from calendar_sync/ (workspace-readdir, then workspace-readFile each .json file). Filter to events whose start datetime is today and hasn't ended yet — for finding the next event, pick the earliest upcoming one; if all have passed, treat as clear.
 
 If you find quick context in knowledge/ that's genuinely useful, add one short clause ("Ramnique pushed the OAuth PR yesterday — might come up"). Use workspace-grep / workspace-readFile conservatively; don't stall on deep research.
 
@@ -38,10 +38,6 @@ Plain markdown prose only — no calendar block, no email block, no headings.`,
             eventMatchCriteria:
 `Calendar event changes affecting today — new meetings, reschedules, cancellations, meetings starting soon. Skip changes to events on other days.`,
             active: true,
-            schedule: {
-                type: 'cron',
-                expression: '*/15 * * * *',
-            },
         },
     },
     {
@@ -53,16 +49,14 @@ Plain markdown prose only — no calendar block, no email block, no headings.`,
 
 Data: read calendar_sync/ via workspace-readdir, then workspace-readFile each .json event file. Filter to events occurring today. After 10am local time, drop meetings that have already ended — only include meetings that haven't ended yet.
 
+This section refreshes on calendar changes, not on a clock tick — the "drop ended meetings" rule applies on each refresh, so an ended meeting disappears the next time any calendar event changes (not exactly on the clock hour). That's fine.
+
 Always emit the calendar block, even when there are no remaining events (in that case use events: [] and showJoinButton: false). Set showJoinButton: true whenever any event has a conferenceLink.
 
 After the block, you MAY add one short markdown line per event giving useful prep context pulled from knowledge/ ("Design review: last week we agreed to revisit the type-picker UX."). Keep it tight — one line each, only when meaningful. Skip routine/recurring meetings.`,
             eventMatchCriteria:
 `Calendar event changes affecting today — additions, updates, cancellations, reschedules.`,
             active: true,
-            schedule: {
-                type: 'cron',
-                expression: '0 * * * *',
-            },
         },
     },
     {
@@ -72,7 +66,7 @@ After the block, you MAY add one short markdown line per event giving useful pre
             instruction:
 `Maintain a digest of email threads worth the user's attention today, rendered as zero or more email blocks (one per thread).
 
-Event-driven path (primary): the agent message will include a freshly-synced thread's markdown as the event payload. Decide whether THIS thread warrants surfacing. If it's marketing, an auto-notification, a thread already closed out, or otherwise low-signal, skip the update — do NOT call update-track-content. If it's attention-worthy, integrate it into the digest: add a new email block, or update the existing one if the same threadId is already shown.
+Event-driven path (primary): the agent message will include a "Gmail sync update" digest payload describing one or more freshly-synced threads from a single sync run. The digest lists each thread with its subject, sender, date, threadId, and body. Iterate over every thread in the payload and decide per thread whether it warrants surfacing. Skip marketing, auto-notifications, closed-out threads, and other low-signal mail. For threads that are attention-worthy, integrate them into the existing digest: add a new email block for a new threadId, or update the existing block if the threadId is already shown. If NONE of the threads in the payload are attention-worthy, skip the update — do NOT call update-track-content. Emit at most one update-track-content call that covers the full set of changes from this event.
 
 Manual path (fallback): with no event payload, scan gmail_sync/ via workspace-readdir (skip sync_state.json and attachments/). Read threads with workspace-readFile. Prioritize threads whose frontmatter action field is "reply" or "respond", plus other high-signal recent threads.
 

apps/x/packages/core/src/knowledge/inline_task_agent.ts

@@ -13,7 +13,6 @@ export function getRaw(): string {
   const defaultEndISO = defaultEnd.toISOString();
 
   return `---
-model: gpt-5.2
 tools:
 ${toolEntries}
 ---

apps/x/packages/core/src/knowledge/inline_tasks.ts

@@ -4,11 +4,13 @@ import { CronExpressionParser } from 'cron-parser';
 import { generateText } from 'ai';
 import { WorkDir } from '../config/config.js';
 import { createRun, createMessage, fetchRun } from '../runs/runs.js';
+import { getKgModel } from '../models/defaults.js';
 import container from '../di/container.js';
 import type { IModelConfigRepo } from '../models/repo.js';
 import { createProvider } from '../models/models.js';
 import { inlineTask } from '@x/shared';
 import { extractAgentResponse, waitForRunCompletion } from '../agents/utils.js';
+import { captureLlmUsage } from '../analytics/usage.js';
 
 const SYNC_INTERVAL_MS = 15 * 1000; // 15 seconds
 const INLINE_TASK_AGENT = 'inline_task_agent';
@@ -467,7 +469,12 @@ async function processInlineTasks(): Promise<void> {
             console.log(`[InlineTasks] Running task: "${task.instruction.slice(0, 80)}..."`);
 
             try {
-                const run = await createRun({ agentId: INLINE_TASK_AGENT });
+                const run = await createRun({
+                    agentId: INLINE_TASK_AGENT,
+                    model: await getKgModel(),
+                    useCase: 'knowledge_sync',
+                    subUseCase: 'inline_task_run',
+                });
 
                 const message = [
                     `Execute the following instruction from the note "${relativePath}":`,
@@ -547,7 +554,12 @@ export async function processRowboatInstruction(
     scheduleLabel: string | null;
     response: string | null;
 }> {
-    const run = await createRun({ agentId: INLINE_TASK_AGENT });
+    const run = await createRun({
+        agentId: INLINE_TASK_AGENT,
+        model: await getKgModel(),
+        useCase: 'knowledge_sync',
+        subUseCase: 'inline_task_run',
+    });
 
     const message = [
         `Process the following @rowboat instruction from the note "${notePath}":`,
@@ -658,6 +670,14 @@ Respond with ONLY valid JSON: either a schedule object or null. No other text.`;
             prompt: instruction,
         });
 
+        captureLlmUsage({
+            useCase: 'knowledge_sync',
+            subUseCase: 'inline_task_classify',
+            model: config.model,
+            provider: config.provider.flavor,
+            usage: result.usage,
+        });
+
         let text = result.text.trim();
         console.log('[classifySchedule] LLM response:', text);
         // Strip markdown code fences if the LLM wraps the JSON

apps/x/packages/core/src/knowledge/label_emails.ts

@@ -2,6 +2,7 @@ import fs from 'fs';
 import path from 'path';
 import { WorkDir } from '../config/config.js';
 import { createRun, createMessage } from '../runs/runs.js';
+import { getKgModel } from '../models/defaults.js';
 import { bus } from '../runs/bus.js';
 import { waitForRunCompletion } from '../agents/utils.js';
 import { serviceLogger } from '../services/service_logger.js';
@@ -71,6 +72,9 @@ async function labelEmailBatch(
 ): Promise<{ runId: string; filesEdited: Set<string> }> {
     const run = await createRun({
         agentId: LABELING_AGENT,
+        model: await getKgModel(),
+        useCase: 'knowledge_sync',
+        subUseCase: 'label_emails',
     });
 
     let message = `Label the following ${files.length} email files by prepending YAML frontmatter.\n\n`;

apps/x/packages/core/src/knowledge/labeling_agent.ts

@@ -2,7 +2,6 @@ import { renderTagSystemForEmails } from './tag_system.js';
 
 export function getRaw(): string {
   return `---
-model: gpt-5.2
 tools:
   workspace-readFile:
     type: builtin

apps/x/packages/core/src/knowledge/note_creation.ts

@@ -3,7 +3,6 @@ import { renderNoteEffectRules } from './tag_system.js';
 
 export function getRaw(): string {
   return `---
-model: gpt-5.2
 tools:
   workspace-writeFile:
     type: builtin

apps/x/packages/core/src/knowledge/note_tagging_agent.ts

@@ -2,7 +2,6 @@ import { renderTagSystemForNotes } from './tag_system.js';
 
 export function getRaw(): string {
   return `---
-model: gpt-5.2
 tools:
   workspace-readFile:
     type: builtin

apps/x/packages/core/src/knowledge/summarize_meeting.ts

@@ -1,12 +1,10 @@
 import fs from 'fs';
 import path from 'path';
 import { generateText } from 'ai';
-import container from '../di/container.js';
-import type { IModelConfigRepo } from '../models/repo.js';
 import { createProvider } from '../models/models.js';
-import { isSignedIn } from '../account/account.js';
+import { getDefaultModelAndProvider, getMeetingNotesModel, resolveProviderConfig } from '../models/defaults.js';
-import { getGatewayProvider } from '../models/gateway.js';
 import { WorkDir } from '../config/config.js';
+import { captureLlmUsage } from '../analytics/usage.js';
 
 const CALENDAR_SYNC_DIR = path.join(WorkDir, 'calendar_sync');
 
@@ -138,15 +136,10 @@ function loadCalendarEventContext(calendarEventJson: string): string {
 }
 
 export async function summarizeMeeting(transcript: string, meetingStartTime?: string, calendarEventJson?: string): Promise<string> {
-    const repo = container.resolve<IModelConfigRepo>('modelConfigRepo');
+    const modelId = await getMeetingNotesModel();
-    const config = await repo.getConfig();
+    const { provider: providerName } = await getDefaultModelAndProvider();
-    const signedIn = await isSignedIn();
+    const providerConfig = await resolveProviderConfig(providerName);
-    const provider = signedIn
+    const model = createProvider(providerConfig).languageModel(modelId);
-        ? await getGatewayProvider()
-        : createProvider(config.provider);
-    const modelId = config.meetingNotesModel
-        || (signedIn ? "gpt-5.4" : config.model);
-    const model = provider.languageModel(modelId);
 
     // If a specific calendar event was linked, use it directly.
     // Otherwise fall back to scanning events within ±3 hours.
@@ -165,5 +158,12 @@ export async function summarizeMeeting(transcript: string, meetingStartTime?: st
         prompt,
     });
 
+    captureLlmUsage({
+        useCase: 'meeting_note',
+        model: modelId,
+        provider: providerName,
+        usage: result.usage,
+    });
+
     return result.text.trim();
 }

apps/x/packages/core/src/knowledge/sync_gmail.ts

@@ -15,8 +15,52 @@ import { createEvent } from './track/events.js';
 const SYNC_DIR = path.join(WorkDir, 'gmail_sync');
 const SYNC_INTERVAL_MS = 5 * 60 * 1000; // Check every 5 minutes
 const REQUIRED_SCOPE = 'https://www.googleapis.com/auth/gmail.readonly';
+const MAX_THREADS_IN_DIGEST = 10;
 const nhm = new NodeHtmlMarkdown();
 
+interface SyncedThread {
+    threadId: string;
+    markdown: string;
+}
+
+function summarizeGmailSync(threads: SyncedThread[]): string {
+    const lines: string[] = [
+        `# Gmail sync update`,
+        ``,
+        `${threads.length} new/updated thread${threads.length === 1 ? '' : 's'}.`,
+        ``,
+    ];
+
+    const shown = threads.slice(0, MAX_THREADS_IN_DIGEST);
+    const hidden = threads.length - shown.length;
+
+    if (shown.length > 0) {
+        lines.push(`## Threads`, ``);
+        for (const { markdown } of shown) {
+            lines.push(markdown.trimEnd(), ``, `---`, ``);
+        }
+        if (hidden > 0) {
+            lines.push(`_…and ${hidden} more thread(s) omitted from digest._`, ``);
+        }
+    }
+
+    return lines.join('\n');
+}
+
+async function publishGmailSyncEvent(threads: SyncedThread[]): Promise<void> {
+    if (threads.length === 0) return;
+    try {
+        await createEvent({
+            source: 'gmail',
+            type: 'email.synced',
+            createdAt: new Date().toISOString(),
+            payload: summarizeGmailSync(threads),
+        });
+    } catch (err) {
+        console.error('[Gmail] Failed to publish sync event:', err);
+    }
+}
+
 // --- Wake Signal for Immediate Sync Trigger ---
 let wakeResolve: (() => void) | null = null;
 
@@ -113,14 +157,14 @@ async function saveAttachment(gmail: gmail.Gmail, userId: string, msgId: string,
 
 // --- Sync Logic ---
 
-async function processThread(auth: OAuth2Client, threadId: string, syncDir: string, attachmentsDir: string) {
+async function processThread(auth: OAuth2Client, threadId: string, syncDir: string, attachmentsDir: string): Promise<SyncedThread | null> {
     const gmail = google.gmail({ version: 'v1', auth });
     try {
         const res = await gmail.users.threads.get({ userId: 'me', id: threadId });
         const thread = res.data;
         const messages = thread.messages;
 
-        if (!messages || messages.length === 0) return;
+        if (!messages || messages.length === 0) return null;
 
         // Subject from first message
         const firstHeader = messages[0].payload?.headers;
@@ -173,15 +217,11 @@ async function processThread(auth: OAuth2Client, threadId: string, syncDir: stri
         fs.writeFileSync(path.join(syncDir, `${threadId}.md`), mdContent);
         console.log(`Synced Thread: ${subject} (${threadId})`);
 
-        await createEvent({
+        return { threadId, markdown: mdContent };
-            source: 'gmail',
-            type: 'email.synced',
-            createdAt: new Date().toISOString(),
-            payload: mdContent,
-        });
 
     } catch (error) {
         console.error(`Error processing thread ${threadId}:`, error);
+        return null;
     }
 }
 
@@ -262,10 +302,14 @@ async function fullSync(auth: OAuth2Client, syncDir: string, attachmentsDir: str
             truncated: limitedThreads.truncated,
         });
 
+        const synced: SyncedThread[] = [];
         for (const threadId of threadIds) {
-            await processThread(auth, threadId, syncDir, attachmentsDir);
+            const result = await processThread(auth, threadId, syncDir, attachmentsDir);
+            if (result) synced.push(result);
         }
 
+        await publishGmailSyncEvent(synced);
+
         saveState(currentHistoryId, stateFile);
         await serviceLogger.log({
             type: 'run_complete',
@@ -365,10 +409,14 @@ async function partialSync(auth: OAuth2Client, startHistoryId: string, syncDir:
             truncated: limitedThreads.truncated,
         });
 
+        const synced: SyncedThread[] = [];
         for (const tid of threadIdList) {
-            await processThread(auth, tid, syncDir, attachmentsDir);
+            const result = await processThread(auth, tid, syncDir, attachmentsDir);
+            if (result) synced.push(result);
         }
 
+        await publishGmailSyncEvent(synced);
+
         const profile = await gmail.users.getProfile({ userId: 'me' });
         saveState(profile.data.historyId!, stateFile);
         await serviceLogger.log({
@@ -565,7 +613,12 @@ function extractBodyFromPayload(payload: Record<string, unknown>): string {
     return '';
 }
 
-async function processThreadComposio(connectedAccountId: string, threadId: string, syncDir: string): Promise<string | null> {
+interface ComposioThreadResult {
+    synced: SyncedThread | null;
+    newestIsoPlusOne: string | null;
+}
+
+async function processThreadComposio(connectedAccountId: string, threadId: string, syncDir: string): Promise<ComposioThreadResult> {
     let threadResult;
     try {
         threadResult = await executeAction(
@@ -579,40 +632,34 @@ async function processThreadComposio(connectedAccountId: string, threadId: strin
         );
     } catch (error) {
         console.warn(`[Gmail] Skipping thread ${threadId} (fetch failed):`, error instanceof Error ? error.message : error);
-        return null;
+        return { synced: null, newestIsoPlusOne: null };
     }
 
     if (!threadResult.successful || !threadResult.data) {
         console.error(`[Gmail] Failed to fetch thread ${threadId}:`, threadResult.error);
-        return null;
+        return { synced: null, newestIsoPlusOne: null };
     }
 
     const data = threadResult.data as Record<string, unknown>;
     const messages = data.messages as Array<Record<string, unknown>> | undefined;
 
     let newestDate: Date | null = null;
+    let mdContent: string;
+    let subjectForLog: string;
 
     if (!messages || messages.length === 0) {
         const parsed = parseMessageData(data);
-        const mdContent = `# ${parsed.subject}\n\n` +
+        mdContent = `# ${parsed.subject}\n\n` +
             `**Thread ID:** ${threadId}\n` +
             `**Message Count:** 1\n\n---\n\n` +
             `### From: ${parsed.from}\n` +
             `**Date:** ${parsed.date}\n\n` +
             `${parsed.body}\n\n---\n\n`;
-
+        subjectForLog = parsed.subject;
-        fs.writeFileSync(path.join(syncDir, `${cleanFilename(threadId)}.md`), mdContent);
-        console.log(`[Gmail] Synced Thread: ${parsed.subject} (${threadId})`);
-        await createEvent({
-            source: 'gmail',
-            type: 'email.synced',
-            createdAt: new Date().toISOString(),
-            payload: mdContent,
-        });
         newestDate = tryParseDate(parsed.date);
     } else {
         const firstParsed = parseMessageData(messages[0]);
-        let mdContent = `# ${firstParsed.subject}\n\n`;
+        mdContent = `# ${firstParsed.subject}\n\n`;
         mdContent += `**Thread ID:** ${threadId}\n`;
         mdContent += `**Message Count:** ${messages.length}\n\n---\n\n`;
 
@@ -628,19 +675,14 @@ async function processThreadComposio(connectedAccountId: string, threadId: strin
                 newestDate = msgDate;
             }
         }
-
+        subjectForLog = firstParsed.subject;
-        fs.writeFileSync(path.join(syncDir, `${cleanFilename(threadId)}.md`), mdContent);
-        console.log(`[Gmail] Synced Thread: ${firstParsed.subject} (${threadId})`);
-        await createEvent({
-            source: 'gmail',
-            type: 'email.synced',
-            createdAt: new Date().toISOString(),
-            payload: mdContent,
-        });
     }
 
-    if (!newestDate) return null;
+    fs.writeFileSync(path.join(syncDir, `${cleanFilename(threadId)}.md`), mdContent);
-    return new Date(newestDate.getTime() + 1000).toISOString();
+    console.log(`[Gmail] Synced Thread: ${subjectForLog} (${threadId})`);
+
+    const newestIsoPlusOne = newestDate ? new Date(newestDate.getTime() + 1000).toISOString() : null;
+    return { synced: { threadId, markdown: mdContent }, newestIsoPlusOne };
 }
 
 async function performSyncComposio() {
@@ -751,19 +793,22 @@ async function performSyncComposio() {
 
         let highWaterMark: string | null = state?.last_sync ?? null;
         let processedCount = 0;
+        const synced: SyncedThread[] = [];
         for (const threadId of allThreadIds) {
             // Re-check connection in case user disconnected mid-sync
             if (!composioAccountsRepo.isConnected('gmail')) {
                 console.log('[Gmail] Account disconnected during sync. Stopping.');
-                return;
+                break;
             }
             try {
-                const newestInThread = await processThreadComposio(connectedAccountId, threadId, SYNC_DIR);
+                const result = await processThreadComposio(connectedAccountId, threadId, SYNC_DIR);
                 processedCount++;
 
-                if (newestInThread) {
+                if (result.synced) synced.push(result.synced);
-                    if (!highWaterMark || new Date(newestInThread) > new Date(highWaterMark)) {
+
-                        highWaterMark = newestInThread;
+                if (result.newestIsoPlusOne) {
+                    if (!highWaterMark || new Date(result.newestIsoPlusOne) > new Date(highWaterMark)) {
+                        highWaterMark = result.newestIsoPlusOne;
                     }
                     saveComposioState(STATE_FILE, highWaterMark);
                 }
@@ -772,6 +817,8 @@ async function performSyncComposio() {
             }
         }
 
+        await publishGmailSyncEvent(synced);
+
         await serviceLogger.log({
             type: 'run_complete',
             service: run!.service,

apps/x/packages/core/src/knowledge/tag_notes.ts

@@ -2,6 +2,7 @@ import fs from 'fs';
 import path from 'path';
 import { WorkDir } from '../config/config.js';
 import { createRun, createMessage } from '../runs/runs.js';
+import { getKgModel } from '../models/defaults.js';
 import { bus } from '../runs/bus.js';
 import { waitForRunCompletion } from '../agents/utils.js';
 import { serviceLogger } from '../services/service_logger.js';
@@ -84,6 +85,9 @@ async function tagNoteBatch(
 ): Promise<{ runId: string; filesEdited: Set<string> }> {
     const run = await createRun({
         agentId: NOTE_TAGGING_AGENT,
+        model: await getKgModel(),
+        useCase: 'knowledge_sync',
+        subUseCase: 'tag_notes',
     });
 
     let message = `Tag the following ${files.length} knowledge notes by prepending YAML frontmatter with appropriate tags.\n\n`;

apps/x/packages/core/src/knowledge/track/routing.ts

@@ -1,11 +1,9 @@
 import { generateObject } from 'ai';
 import { trackBlock, PrefixLogger } from '@x/shared';
 import type { KnowledgeEvent } from '@x/shared/dist/track-block.js';
-import container from '../../di/container.js';
-import type { IModelConfigRepo } from '../../models/repo.js';
 import { createProvider } from '../../models/models.js';
-import { isSignedIn } from '../../account/account.js';
+import { getDefaultModelAndProvider, getTrackBlockModel, resolveProviderConfig } from '../../models/defaults.js';
-import { getGatewayProvider } from '../../models/gateway.js';
+import { captureLlmUsage } from '../../analytics/usage.js';
 
 const log = new PrefixLogger('TrackRouting');
 
@@ -37,15 +35,14 @@ Rules:
 - For each candidate, return BOTH trackId and filePath exactly as given. trackIds are not globally unique.`;
 
 async function resolveModel() {
-    const repo = container.resolve<IModelConfigRepo>('modelConfigRepo');
+    const modelId = await getTrackBlockModel();
-    const config = await repo.getConfig();
+    const { provider } = await getDefaultModelAndProvider();
-    const signedIn = await isSignedIn();
+    const config = await resolveProviderConfig(provider);
-    const provider = signedIn
+    return {
-        ? await getGatewayProvider()
+        model: createProvider(config).languageModel(modelId),
-        : createProvider(config.provider);
+        modelId,
-    const modelId = config.knowledgeGraphModel
+        providerName: provider,
-        || (signedIn ? 'gpt-5.4' : config.model);
+    };
-    return provider.languageModel(modelId);
 }
 
 function buildRoutingPrompt(event: KnowledgeEvent, batch: ParsedTrack[]): string {
@@ -92,19 +89,26 @@ export async function findCandidates(
 
     log.log(`Routing event ${event.id} against ${filtered.length} track(s)`);
 
-    const model = await resolveModel();
+    const { model, modelId, providerName } = await resolveModel();
     const candidateKeys = new Set<string>();
 
     for (let i = 0; i < filtered.length; i += BATCH_SIZE) {
         const batch = filtered.slice(i, i + BATCH_SIZE);
         try {
-            const { object } = await generateObject({
+            const result = await generateObject({
                 model,
                 system: ROUTING_SYSTEM_PROMPT,
                 prompt: buildRoutingPrompt(event, batch),
                 schema: trackBlock.Pass1OutputSchema,
             });
-            for (const c of object.candidates) {
+            captureLlmUsage({
+                useCase: 'track_block',
+                subUseCase: 'routing',
+                model: modelId,
+                provider: providerName,
+                usage: result.usage,
+            });
+            for (const c of result.object.candidates) {
                 candidateKeys.add(trackKey(c.trackId, c.filePath));
             }
         } catch (err) {

apps/x/packages/core/src/knowledge/track/runner.ts

@@ -1,6 +1,7 @@
 import z from 'zod';
 import { fetchAll, updateTrackBlock } from './fileops.js';
 import { createRun, createMessage } from '../../runs/runs.js';
+import { getTrackBlockModel } from '../../models/defaults.js';
 import { extractAgentResponse, waitForRunCompletion } from '../../agents/utils.js';
 import { trackBus } from './bus.js';
 import type { TrackStateSchema } from './types.js';
@@ -101,8 +102,17 @@ export async function triggerTrackUpdate(
 
         const contentBefore = track.content;
 
-        // Emit start event — runId is set after agent run is created
+        // Per-track model/provider overrides win when set; otherwise fall back
-        const agentRun = await createRun({ agentId: 'track-run' });
+        // to the configured trackBlockModel default and the run-creation
+        // provider default (signed-in: rowboat; BYOK: active provider).
+        const model = track.track.model ?? await getTrackBlockModel();
+        const agentRun = await createRun({
+            agentId: 'track-run',
+            model,
+            ...(track.track.provider ? { provider: track.track.provider } : {}),
+            useCase: 'track_block',
+            subUseCase: 'run',
+        });
 
         // Set lastRunAt and lastRunId immediately (before agent executes) so
         // the scheduler's next poll won't re-trigger this track.

apps/x/packages/core/src/models/defaults.ts

@@ -0,0 +1,88 @@
+import z from "zod";
+import { LlmProvider } from "@x/shared/dist/models.js";
+import { IModelConfigRepo } from "./repo.js";
+import { isSignedIn } from "../account/account.js";
+import container from "../di/container.js";
+
+const SIGNED_IN_DEFAULT_MODEL = "gpt-5.4";
+const SIGNED_IN_DEFAULT_PROVIDER = "rowboat";
+const SIGNED_IN_KG_MODEL = "anthropic/claude-haiku-4.5";
+const SIGNED_IN_TRACK_BLOCK_MODEL = "anthropic/claude-haiku-4.5";
+
+/**
+ * The single source of truth for "what model+provider should we use when
+ * the caller didn't specify and the agent didn't declare". Returns names only.
+ * This is the only place that branches on signed-in state.
+ */
+export async function getDefaultModelAndProvider(): Promise<{ model: string; provider: string }> {
+    if (await isSignedIn()) {
+        return { model: SIGNED_IN_DEFAULT_MODEL, provider: SIGNED_IN_DEFAULT_PROVIDER };
+    }
+    const repo = container.resolve<IModelConfigRepo>("modelConfigRepo");
+    const cfg = await repo.getConfig();
+    return { model: cfg.model, provider: cfg.provider.flavor };
+}
+
+/**
+ * Resolve a provider name (as stored on a run, an agent, or returned by
+ * getDefaultModelAndProvider) into the full LlmProvider config that
+ * createProvider expects (apiKey/baseURL/headers).
+ *
+ * - "rowboat" → gateway provider (auth via OAuth bearer; no creds field).
+ * - other names → look up models.json's `providers[name]` map.
+ * - fallback: if the name matches the active default's flavor (legacy
+ *   single-provider configs that didn't write to the providers map yet).
+ */
+export async function resolveProviderConfig(name: string): Promise<z.infer<typeof LlmProvider>> {
+    if (name === "rowboat") {
+        return { flavor: "rowboat" };
+    }
+    const repo = container.resolve<IModelConfigRepo>("modelConfigRepo");
+    const cfg = await repo.getConfig();
+    const entry = cfg.providers?.[name];
+    if (entry) {
+        return LlmProvider.parse({
+            flavor: name,
+            apiKey: entry.apiKey,
+            baseURL: entry.baseURL,
+            headers: entry.headers,
+        });
+    }
+    if (cfg.provider.flavor === name) {
+        return cfg.provider;
+    }
+    throw new Error(`Provider '${name}' is referenced but not configured`);
+}
+
+/**
+ * Model used by knowledge-graph agents (note_creation, labeling_agent, etc.)
+ * when they're the top-level of a run. Signed-in: curated default.
+ * BYOK: user override (`knowledgeGraphModel`) or assistant model.
+ */
+export async function getKgModel(): Promise<string> {
+    if (await isSignedIn()) return SIGNED_IN_KG_MODEL;
+    const cfg = await container.resolve<IModelConfigRepo>("modelConfigRepo").getConfig();
+    return cfg.knowledgeGraphModel ?? cfg.model;
+}
+
+/**
+ * Model used by track-block runner + routing classifier.
+ * Signed-in: curated default. BYOK: user override (`trackBlockModel`) or
+ * assistant model.
+ */
+export async function getTrackBlockModel(): Promise<string> {
+    if (await isSignedIn()) return SIGNED_IN_TRACK_BLOCK_MODEL;
+    const cfg = await container.resolve<IModelConfigRepo>("modelConfigRepo").getConfig();
+    return cfg.trackBlockModel ?? cfg.model;
+}
+
+/**
+ * Model used by the meeting-notes summarizer. No special signed-in default —
+ * historically meetings used the assistant model. BYOK: user override
+ * (`meetingNotesModel`) or assistant model.
+ */
+export async function getMeetingNotesModel(): Promise<string> {
+    if (await isSignedIn()) return SIGNED_IN_DEFAULT_MODEL;
+    const cfg = await container.resolve<IModelConfigRepo>("modelConfigRepo").getConfig();
+    return cfg.meetingNotesModel ?? cfg.model;
+}

apps/x/packages/core/src/models/gateway.ts

@@ -10,7 +10,7 @@ const authedFetch: typeof fetch = async (input, init) => {
     return fetch(input, { ...init, headers });
 };
 
-export async function getGatewayProvider(): Promise<ProviderV2> {
+export function getGatewayProvider(): ProviderV2 {
     return createOpenRouter({
         baseURL: `${API_URL}/v1/llm`,
         apiKey: 'managed-by-rowboat',

apps/x/packages/core/src/models/models.ts

@@ -8,7 +8,6 @@ import { createOpenRouter } from '@openrouter/ai-sdk-provider';
 import { createOpenAICompatible } from '@ai-sdk/openai-compatible';
 import { LlmModelConfig, LlmProvider } from "@x/shared/dist/models.js";
 import z from "zod";
-import { isSignedIn } from "../account/account.js";
 import { getGatewayProvider } from "./gateway.js";
 
 export const Provider = LlmProvider;
@@ -65,6 +64,8 @@ export function createProvider(config: z.infer<typeof Provider>): ProviderV2 {
                 baseURL,
                 headers,
             }) as unknown as ProviderV2;
+        case "rowboat":
+            return getGatewayProvider();
         default:
             throw new Error(`Unsupported provider flavor: ${config.flavor}`);
     }
@@ -80,9 +81,7 @@ export async function testModelConnection(
     const controller = new AbortController();
     const timeout = setTimeout(() => controller.abort(), effectiveTimeout);
     try {
-        const provider = await isSignedIn()
+        const provider = createProvider(providerConfig);
-            ? await getGatewayProvider()
-            : createProvider(providerConfig);
         const languageModel = provider.languageModel(model);
         await generateText({
             model: languageModel,

apps/x/packages/core/src/models/repo.ts

@@ -52,6 +52,7 @@ export class FSModelConfigRepo implements IModelConfigRepo {
             models: config.models,
             knowledgeGraphModel: config.knowledgeGraphModel,
             meetingNotesModel: config.meetingNotesModel,
+            trackBlockModel: config.trackBlockModel,
         };
 
         const toWrite = { ...config, providers: existingProviders };

apps/x/packages/core/src/pre_built/email-draft.md

@@ -1,5 +1,4 @@
 ---
-model: gpt-4.1
 tools:
   workspace-readFile:
     type: builtin

apps/x/packages/core/src/pre_built/meeting-prep.md

@@ -1,5 +1,4 @@
 ---
-model: gpt-4.1
 tools:
   workspace-readFile:
     type: builtin

apps/x/packages/core/src/pre_built/runner.ts

@@ -2,6 +2,7 @@ import fs from 'fs';
 import path from 'path';
 import { WorkDir } from '../config/config.js';
 import { createRun, createMessage } from '../runs/runs.js';
+import { getKgModel } from '../models/defaults.js';
 import { waitForRunCompletion } from '../agents/utils.js';
 import {
     loadConfig,
@@ -41,6 +42,9 @@ async function runAgent(agentName: string): Promise<void> {
         // The agent file is expected to be in the agents directory with the same name
         const run = await createRun({
             agentId: agentName,
+            model: await getKgModel(),
+            useCase: 'knowledge_sync',
+            subUseCase: 'pre_built',
         });
 
         // Build trigger message with user context

apps/x/packages/core/src/runs/repo.ts

@@ -5,10 +5,35 @@ import path from "path";
 import fsp from "fs/promises";
 import fs from "fs";
 import readline from "readline";
-import { Run, RunEvent, StartEvent, CreateRunOptions, ListRunsResponse, MessageEvent } from "@x/shared/dist/runs.js";
+import { Run, RunEvent, StartEvent, ListRunsResponse, MessageEvent, UseCase } from "@x/shared/dist/runs.js";
+import { getDefaultModelAndProvider } from "../models/defaults.js";
+
+/**
+ * Reading-only schemas: extend the canonical `StartEvent` / `RunEvent` to
+ * accept legacy run files written before `model`/`provider` were required.
+ *
+ * `RunEvent.or(LegacyStartEvent)` works because zod unions try left-to-right:
+ * for any non-start event RunEvent matches first; for a strict start event
+ * RunEvent still matches; only a legacy start event falls through and parses
+ * as LegacyStartEvent. New event types stay maintained in one place
+ * (`@x/shared/dist/runs.js`) — the lenient form just adds one fallback variant.
+ */
+const LegacyStartEvent = StartEvent.extend({
+    model: z.string().optional(),
+    provider: z.string().optional(),
+});
+const ReadRunEvent = RunEvent.or(LegacyStartEvent);
+
+export type CreateRunRepoOptions = {
+    agentId: string;
+    model: string;
+    provider: string;
+    useCase: z.infer<typeof UseCase>;
+    subUseCase?: string;
+};
 
 export interface IRunsRepo {
-    create(options: z.infer<typeof CreateRunOptions>): Promise<z.infer<typeof Run>>;
+    create(options: CreateRunRepoOptions): Promise<z.infer<typeof Run>>;
     fetch(id: string): Promise<z.infer<typeof Run>>;
     list(cursor?: string): Promise<z.infer<typeof ListRunsResponse>>;
     appendEvents(runId: string, events: z.infer<typeof RunEvent>[]): Promise<void>;
@@ -69,16 +94,19 @@ export class FSRunsRepo implements IRunsRepo {
     /**
      * Read file line-by-line using streams, stopping early once we have
      * the start event and title (or determine there's no title).
+     *
+     * Parses the start event with `LegacyStartEvent` so runs written before
+     * `model`/`provider` were required still surface in the list view.
      */
     private async readRunMetadata(filePath: string): Promise<{
-        start: z.infer<typeof StartEvent>;
+        start: z.infer<typeof LegacyStartEvent>;
         title: string | undefined;
     } | null> {
         return new Promise((resolve) => {
             const stream = fs.createReadStream(filePath, { encoding: 'utf8' });
             const rl = readline.createInterface({ input: stream, crlfDelay: Infinity });
 
-            let start: z.infer<typeof StartEvent> | null = null;
+            let start: z.infer<typeof LegacyStartEvent> | null = null;
             let title: string | undefined;
             let lineIndex = 0;
 
@@ -88,11 +116,10 @@ export class FSRunsRepo implements IRunsRepo {
 
                 try {
                     if (lineIndex === 0) {
-                        // First line should be the start event
+                        start = LegacyStartEvent.parse(JSON.parse(trimmed));
-                        start = StartEvent.parse(JSON.parse(trimmed));
                     } else {
                         // Subsequent lines - look for first user message or assistant response
-                        const event = RunEvent.parse(JSON.parse(trimmed));
+                        const event = ReadRunEvent.parse(JSON.parse(trimmed));
                         if (event.type === 'message') {
                             const msg = event.message;
                             if (msg.role === 'user') {
@@ -157,13 +184,17 @@ export class FSRunsRepo implements IRunsRepo {
         );
     }
 
-    async create(options: z.infer<typeof CreateRunOptions>): Promise<z.infer<typeof Run>> {
+    async create(options: CreateRunRepoOptions): Promise<z.infer<typeof Run>> {
         const runId = await this.idGenerator.next();
         const ts = new Date().toISOString();
         const start: z.infer<typeof StartEvent> = {
             type: "start",
             runId,
             agentName: options.agentId,
+            model: options.model,
+            provider: options.provider,
+            useCase: options.useCase,
+            ...(options.subUseCase ? { subUseCase: options.subUseCase } : {}),
             subflow: [],
             ts,
         };
@@ -172,24 +203,45 @@ export class FSRunsRepo implements IRunsRepo {
             id: runId,
             createdAt: ts,
             agentId: options.agentId,
+            model: options.model,
+            provider: options.provider,
+            useCase: options.useCase,
+            ...(options.subUseCase ? { subUseCase: options.subUseCase } : {}),
             log: [start],
         };
     }
 
     async fetch(id: string): Promise<z.infer<typeof Run>> {
         const contents = await fsp.readFile(path.join(WorkDir, 'runs', `${id}.jsonl`), 'utf8');
-        const events = contents.split('\n')
+        // Parse with the lenient schema so legacy start events (no model/provider) load.
+        const rawEvents = contents.split('\n')
             .filter(line => line.trim() !== '')
-            .map(line => RunEvent.parse(JSON.parse(line)));
+            .map(line => ReadRunEvent.parse(JSON.parse(line)));
-        if (events.length === 0 || events[0].type !== 'start') {
+        if (rawEvents.length === 0 || rawEvents[0].type !== 'start') {
             throw new Error('Corrupt run data');
         }
+        // Backfill model/provider on the start event from current defaults if missing,
+        // then promote to the canonical strict types for callers.
+        const rawStart = rawEvents[0];
+        const defaults = (!rawStart.model || !rawStart.provider)
+            ? await getDefaultModelAndProvider()
+            : null;
+        const start: z.infer<typeof StartEvent> = {
+            ...rawStart,
+            model: rawStart.model ?? defaults!.model,
+            provider: rawStart.provider ?? defaults!.provider,
+        };
+        const events: z.infer<typeof RunEvent>[] = [start, ...rawEvents.slice(1) as z.infer<typeof RunEvent>[]];
         const title = this.extractTitle(events);
         return {
             id,
             title,
-            createdAt: events[0].ts!,
+            createdAt: start.ts!,
-            agentId: events[0].agentName,
+            agentId: start.agentName,
+            model: start.model,
+            provider: start.provider,
+            ...(start.useCase ? { useCase: start.useCase } : {}),
+            ...(start.subUseCase ? { subUseCase: start.subUseCase } : {}),
             log: events,
         };
     }

apps/x/packages/core/src/runs/runs.ts

@@ -10,11 +10,28 @@ import { IRunsLock } from "./lock.js";
 import { forceCloseAllMcpClients } from "../mcp/mcp.js";
 import { extractCommandNames } from "../application/lib/command-executor.js";
 import { addToSecurityConfig } from "../config/security.js";
+import { loadAgent } from "../agents/runtime.js";
+import { getDefaultModelAndProvider } from "../models/defaults.js";
 
 export async function createRun(opts: z.infer<typeof CreateRunOptions>): Promise<z.infer<typeof Run>> {
     const repo = container.resolve<IRunsRepo>('runsRepo');
     const bus = container.resolve<IBus>('bus');
-    const run = await repo.create(opts);
+
+    // Resolve model+provider once at creation: opts > agent declaration > defaults.
+    // Both fields are plain strings (provider is a name, looked up at runtime).
+    const agent = await loadAgent(opts.agentId);
+    const defaults = await getDefaultModelAndProvider();
+    const model = opts.model ?? agent.model ?? defaults.model;
+    const provider = opts.provider ?? agent.provider ?? defaults.provider;
+    const useCase = opts.useCase ?? "copilot_chat";
+
+    const run = await repo.create({
+        agentId: opts.agentId,
+        model,
+        provider,
+        useCase,
+        ...(opts.subUseCase ? { subUseCase: opts.subUseCase } : {}),
+    });
     await bus.publish(run.log[0]);
     return run;
 }

apps/x/packages/shared/src/ipc.ts

@@ -25,6 +25,13 @@ const ipcSchemas = {
       electron: z.string(),
     }),
   },
+  'analytics:bootstrap': {
+    req: z.null(),
+    res: z.object({
+      installationId: z.string(),
+      apiUrl: z.string(),
+    }),
+  },
   'workspace:getRoot': {
     req: z.null(),
     res: z.object({

apps/x/packages/shared/src/models.ts

@@ -1,7 +1,7 @@
 import { z } from "zod";
 
 export const LlmProvider = z.object({
-  flavor: z.enum(["openai", "anthropic", "google", "openrouter", "aigateway", "ollama", "openai-compatible"]),
+  flavor: z.enum(["openai", "anthropic", "google", "openrouter", "aigateway", "ollama", "openai-compatible", "rowboat"]),
   apiKey: z.string().optional(),
   baseURL: z.string().optional(),
   headers: z.record(z.string(), z.string()).optional(),
@@ -11,6 +11,16 @@ export const LlmModelConfig = z.object({
   provider: LlmProvider,
   model: z.string(),
   models: z.array(z.string()).optional(),
+  providers: z.record(z.string(), z.object({
+    apiKey: z.string().optional(),
+    baseURL: z.string().optional(),
+    headers: z.record(z.string(), z.string()).optional(),
+    model: z.string().optional(),
+    models: z.array(z.string()).optional(),
+  })).optional(),
+  // Per-category model overrides (BYOK only — signed-in users always get
+  // the curated gateway defaults). Read by helpers in core/models/defaults.ts.
   knowledgeGraphModel: z.string().optional(),
   meetingNotesModel: z.string().optional(),
+  trackBlockModel: z.string().optional(),
 });

apps/x/packages/shared/src/runs.ts

@@ -19,6 +19,17 @@ export const RunProcessingEndEvent = BaseRunEvent.extend({
 export const StartEvent = BaseRunEvent.extend({
     type: z.literal("start"),
     agentName: z.string(),
+    model: z.string(),
+    provider: z.string(),
+    // useCase/subUseCase tag the run for analytics. Optional on read so legacy
+    // run files written before these fields existed still parse cleanly.
+    useCase: z.enum([
+        "copilot_chat",
+        "track_block",
+        "meeting_note",
+        "knowledge_sync",
+    ]).optional(),
+    subUseCase: z.string().optional(),
 });
 
 export const SpawnSubFlowEvent = BaseRunEvent.extend({
@@ -116,11 +127,22 @@ export const AskHumanResponsePayload = AskHumanResponseEvent.pick({
     response: true,
 });
 
+export const UseCase = z.enum([
+    "copilot_chat",
+    "track_block",
+    "meeting_note",
+    "knowledge_sync",
+]);
+
 export const Run = z.object({
     id: z.string(),
     title: z.string().optional(),
     createdAt: z.iso.datetime(),
     agentId: z.string(),
+    model: z.string(),
+    provider: z.string(),
+    useCase: UseCase.optional(),
+    subUseCase: z.string().optional(),
     log: z.array(RunEvent),
 });
 
@@ -134,6 +156,10 @@ export const ListRunsResponse = z.object({
     nextCursor: z.string().optional(),
 });
 
-export const CreateRunOptions = Run.pick({
+export const CreateRunOptions = z.object({
-    agentId: true,
+    agentId: z.string(),
+    model: z.string().optional(),
+    provider: z.string().optional(),
+    useCase: UseCase.optional(),
+    subUseCase: z.string().optional(),
 });

apps/x/packages/shared/src/track-block.ts

@@ -25,6 +25,8 @@ export const TrackBlockSchema = z.object({
     eventMatchCriteria: z.string().optional().describe('When set, this track participates in event-based triggering. Describe what kinds of events should consider this track for an update (e.g. "Emails about Q3 planning"). Omit to disable event triggers — the track will only run on schedule or manually.'),
     active: z.boolean().default(true).describe('Set false to pause without deleting'),
     schedule: TrackScheduleSchema.optional(),
+    model: z.string().optional().describe('ADVANCED — leave unset. Per-track LLM model override (e.g. "anthropic/claude-sonnet-4.6"). Only set when the user explicitly asked for a specific model for THIS track. The global default already picks a tuned model for tracks; overriding usually makes things worse, not better.'),
+    provider: z.string().optional().describe('ADVANCED — leave unset. Per-track provider name override (e.g. "openai", "anthropic"). Only set when the user explicitly asked for a specific provider for THIS track. Almost always omitted; the global default flows through correctly.'),
     lastRunAt: z.string().optional().describe('Runtime-managed — never write this yourself'),
     lastRunId: z.string().optional().describe('Runtime-managed — never write this yourself'),
     lastRunSummary: z.string().optional().describe('Runtime-managed — never write this yourself'),

apps/x/pnpm-lock.yaml

@@ -247,6 +247,9 @@ importers:
       recharts:
         specifier: ^3.8.0
         version: 3.8.1(@types/react@19.2.7)(react-dom@19.2.3(react@19.2.3))(react-is@16.13.1)(react@19.2.3)(redux@5.0.1)
+      remark-breaks:
+        specifier: ^4.0.0
+        version: 4.0.0
       sonner:
         specifier: ^2.0.7
         version: 2.0.7(react-dom@19.2.3(react@19.2.3))(react@19.2.3)
@@ -401,6 +404,9 @@ importers:
       pdf-parse:
         specifier: ^2.4.5
         version: 2.4.5
+      posthog-node:
+        specifier: ^4.18.0
+        version: 4.18.0
       react:
         specifier: ^19.2.3
         version: 19.2.3
@@ -5808,6 +5814,9 @@ packages:
   mdast-util-mdxjs-esm@2.0.1:
     resolution: {integrity: sha512-EcmOpxsZ96CvlP03NghtH1EsLtr0n9Tm4lPUJUBccV9RwUOneqSycg19n5HGzCf+10LozMRSObtVr3ee1WoHtg==}
 
+  mdast-util-newline-to-break@2.0.0:
+    resolution: {integrity: sha512-MbgeFca0hLYIEx/2zGsszCSEJJ1JSCdiY5xQxRcLDDGa8EPvlLPupJ4DSajbMPAnC0je8jfb9TiUATnxxrHUog==}
+
   mdast-util-phrasing@4.1.0:
     resolution: {integrity: sha512-TqICwyvJJpBwvGAMZjj4J2n0X8QWp21b9l0o7eXyVJ25YNWYbJDVIyD1bZXE6WtV6RmKJVYmQAKWa0zWOABz2w==}
 
@@ -6465,6 +6474,10 @@ packages:
   posthog-js@1.332.0:
     resolution: {integrity: sha512-w3+sL+IFK4mpfFmgTW7On8cR+z34pre+SOewx+eHZQSYF9RYqXsLIhrxagWbQKkowPd4tCwUHrkS1+VHsjnPqA==}
 
+  posthog-node@4.18.0:
+    resolution: {integrity: sha512-XROs1h+DNatgKh/AlIlCtDxWzwrKdYDb2mOs58n4yN8BkGN9ewqeQwG5ApS4/IzwCb7HPttUkOVulkYatd2PIw==}
+    engines: {node: '>=15.0.0'}
+
   postject@1.0.0-alpha.6:
     resolution: {integrity: sha512-b9Eb8h2eVqNE8edvKdwqkrY6O7kAwmI8kcnBv1NScolYJbo59XUF0noFq+lxbC1yN20bmC0WBEbDC5H/7ASb0A==}
     engines: {node: '>=14.0.0'}
@@ -6768,6 +6781,9 @@ packages:
   rehype-raw@7.0.0:
     resolution: {integrity: sha512-/aE8hCfKlQeA8LmyeyQvQF3eBiLRGNlfBJEvWH7ivp9sBqs7TNqBL5X3v157rM4IFETqDnIOO+z5M/biZbo9Ww==}
 
+  remark-breaks@4.0.0:
+    resolution: {integrity: sha512-IjEjJOkH4FuJvHZVIW0QCDWxcG96kCq7An/KVH2NfJe6rKZU2AsHeB3OEjPNRxi4QC34Xdx7I2KGYn6IpT7gxQ==}
+
   remark-cjk-friendly-gfm-strikethrough@1.2.3:
     resolution: {integrity: sha512-bXfMZtsaomK6ysNN/UGRIcasQAYkC10NtPmP0oOHOV8YOhA2TXmwRXCku4qOzjIFxAPfish5+XS0eIug2PzNZA==}
     engines: {node: '>=16'}
@@ -14414,6 +14430,11 @@ snapshots:
     transitivePeerDependencies:
       - supports-color
 
+  mdast-util-newline-to-break@2.0.0:
+    dependencies:
+      '@types/mdast': 4.0.4
+      mdast-util-find-and-replace: 3.0.2
+
   mdast-util-phrasing@4.1.0:
     dependencies:
       '@types/mdast': 4.0.4
@@ -15189,6 +15210,12 @@ snapshots:
       query-selector-shadow-dom: 1.0.1
       web-vitals: 4.2.4
 
+  posthog-node@4.18.0:
+    dependencies:
+      axios: 1.13.2
+    transitivePeerDependencies:
+      - debug
+
   postject@1.0.0-alpha.6:
     dependencies:
       commander: 9.5.0
@@ -15608,6 +15635,12 @@ snapshots:
       hast-util-raw: 9.1.0
       vfile: 6.0.3
 
+  remark-breaks@4.0.0:
+    dependencies:
+      '@types/mdast': 4.0.4
+      mdast-util-newline-to-break: 2.0.0
+      unified: 11.0.5
+
   remark-cjk-friendly-gfm-strikethrough@1.2.3(@types/mdast@4.0.4)(micromark-util-types@2.0.2)(micromark@4.0.2)(unified@11.0.5):
     dependencies:
       micromark-extension-cjk-friendly-gfm-strikethrough: 1.2.3(micromark-util-types@2.0.2)(micromark@4.0.2)