Per-tree AI model policy (owner-only admin view)

The operator decides which model providers exist (env / registry — Anthropic,
OpenAI, x.AI, Ollama, several at once). The *tree owner* decides who uses which:

- Members' assistant -> one configured provider (or none)
- Recommender (association/connection finder) -> one configured provider (or none)
- Owner -> may use any configured provider

Backend: two nullable columns on `trees` (ai_member_provider,
ai_recommender_provider) + migration; `configured_llm_providers()` exposes the
registry as {name, model} with no secrets; owner-gated GET/PATCH
/trees/{id}/ai validate names against the configured set. Frontend: owner-only
"AI models" page with a dropdown per role, graceful 403 for non-owners, and a
sidebar link.

Per-model-within-a-provider selection is a follow-up; today each provider maps
to its single configured model.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Signed-off-by: Justin Paul <justin@jpaul.me>
This commit is contained in:
2026-06-09 20:52:30 -04:00
parent ceafb299d6
commit c6b1e72130
12 changed files with 717 additions and 1 deletions
+171
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@@ -0,0 +1,171 @@
"use client";
import { useParams } from "next/navigation";
import { useCallback, useEffect, useState } from "react";
import { api } from "@/lib/api/client";
import type { components } from "@/lib/api/schema";
import { Button } from "@/components/ui/button";
import { Card, CardContent } from "@/components/ui/card";
type Policy = components["schemas"]["TreeAiPolicyRead"];
// `null`/"" means "no AI for this role". The <select> uses "" for that option
// and we translate to null on save.
const NONE = "";
export default function AiPolicyPage() {
const { id: treeId } = useParams<{ id: string }>();
const [policy, setPolicy] = useState<Policy | null>(null);
const [member, setMember] = useState<string>(NONE);
const [recommender, setRecommender] = useState<string>(NONE);
const [ready, setReady] = useState(false);
const [forbidden, setForbidden] = useState(false);
const [saving, setSaving] = useState(false);
const [msg, setMsg] = useState<string | null>(null);
const load = useCallback(async () => {
const { data, response } = await api.GET("/api/v1/trees/{tree_id}/ai", {
params: { path: { tree_id: treeId } },
});
if (response.status === 403) {
setForbidden(true);
setReady(true);
return;
}
if (data) {
setPolicy(data);
setMember(data.member_provider ?? NONE);
setRecommender(data.recommender_provider ?? NONE);
}
setReady(true);
}, [treeId]);
useEffect(() => {
load();
}, [load]);
async function save() {
setSaving(true);
setMsg(null);
const { data, error } = await api.PATCH("/api/v1/trees/{tree_id}/ai", {
params: { path: { tree_id: treeId } },
body: {
member_provider: member || null,
recommender_provider: recommender || null,
},
});
setSaving(false);
if (error || !data) {
setMsg("Couldn't save — pick a provider your operator has configured.");
return;
}
setPolicy(data);
setMember(data.member_provider ?? NONE);
setRecommender(data.recommender_provider ?? NONE);
setMsg("Saved.");
}
if (!ready) {
return <div className="p-6 text-sm text-[var(--muted)]">Loading</div>;
}
if (forbidden) {
return (
<div className="mx-auto max-w-2xl p-6">
<h1 className="text-xl font-semibold">AI models</h1>
<p className="mt-2 text-sm text-[var(--muted)]">
Only the tree owner can configure which AI models this tree uses.
</p>
</div>
);
}
const providers = policy?.configured_providers ?? [];
const dirty =
member !== (policy?.member_provider ?? NONE) ||
recommender !== (policy?.recommender_provider ?? NONE);
const Select = ({
value,
onChange,
}: {
value: string;
onChange: (v: string) => void;
}) => (
<select
className="h-9 w-full max-w-xs rounded-md border border-[var(--border)] bg-[var(--surface)] px-2 text-sm"
value={value}
onChange={(e) => onChange(e.target.value)}
>
<option value={NONE}>No AI</option>
{providers.map((p) => (
<option key={p.name} value={p.name}>
{p.name} {p.model}
</option>
))}
</select>
);
return (
<div className="mx-auto max-w-2xl p-6">
<h1 className="text-xl font-semibold">AI models</h1>
<p className="mt-1 text-sm text-[var(--muted)]">
Choose which configured model each role uses. As the owner you can use any
configured provider; these settings pin members and the recommender to one.
</p>
{providers.length === 0 ? (
<Card className="mt-6">
<CardContent className="py-6 text-sm text-[var(--muted)]">
No AI providers are configured on this deployment. Set provider
credentials in the server environment (Anthropic, OpenAI, x.AI, or
Ollama) and they&apos;ll appear here.
</CardContent>
</Card>
) : (
<>
<Card className="mt-6">
<CardContent className="flex flex-col gap-6 py-6">
<div className="flex flex-col gap-2">
<div>
<div className="text-sm font-medium">Members&apos; assistant</div>
<div className="text-xs text-[var(--muted)]">
The model non-owner members&apos; AI assistant uses.
</div>
</div>
<Select value={member} onChange={setMember} />
</div>
<div className="flex flex-col gap-2">
<div>
<div className="text-sm font-medium">Recommender</div>
<div className="text-xs text-[var(--muted)]">
The model that finds associations and suggests connections.
</div>
</div>
<Select value={recommender} onChange={setRecommender} />
</div>
<div className="flex items-center gap-3">
<Button onClick={save} disabled={!dirty || saving}>
{saving ? "Saving…" : "Save"}
</Button>
{msg && <span className="text-sm text-[var(--muted)]">{msg}</span>}
</div>
</CardContent>
</Card>
<div className="mt-4 text-xs text-[var(--muted)]">
<span className="font-medium">Configured providers:</span>{" "}
{providers.map((p) => `${p.name} (${p.model})`).join(", ")}.
{policy?.default_provider && (
<> Default: {policy.default_provider}.</>
)}{" "}
As the owner you can use all of them.
</div>
</>
)}
</div>
);
}
+7
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@@ -4,6 +4,7 @@ import {
Archive,
ArrowDownUp,
BookText,
Bot,
ClipboardCheck,
Compass,
FolderTree,
@@ -151,6 +152,12 @@ export function AppSidebar({ onNavigate }: { onNavigate?: () => void }) {
icon={UserPlus}
active={pathname.startsWith(`/trees/${treeId}/members`)}
/>
<Item
href={`/trees/${treeId}/ai`}
label="AI models"
icon={Bot}
active={pathname.startsWith(`/trees/${treeId}/ai`)}
/>
<Item
href={`/trees/${treeId}/recovery`}
label="Recovery"
+109
View File
@@ -1031,6 +1031,24 @@ export interface paths {
patch?: never;
trace?: never;
};
"/api/v1/trees/{tree_id}/ai": {
parameters: {
query?: never;
header?: never;
path?: never;
cookie?: never;
};
/** Get Ai Policy */
get: operations["get_ai_policy_api_v1_trees__tree_id__ai_get"];
put?: never;
post?: never;
delete?: never;
options?: never;
head?: never;
/** Update Ai Policy */
patch: operations["update_ai_policy_api_v1_trees__tree_id__ai_patch"];
trace?: never;
};
}
export type webhooks = Record<string, never>;
export interface components {
@@ -1215,6 +1233,13 @@ export interface components {
/** Updated */
updated: number;
};
/** ConfiguredProvider */
ConfiguredProvider: {
/** Name */
name: string;
/** Model */
model: string;
};
/** DeceasedApply */
DeceasedApply: {
/** Person Ids */
@@ -1886,6 +1911,24 @@ export interface components {
/** Token */
token: string;
};
/** TreeAiPolicyRead */
TreeAiPolicyRead: {
/** Member Provider */
member_provider: string | null;
/** Recommender Provider */
recommender_provider: string | null;
/** Configured Providers */
configured_providers: components["schemas"]["ConfiguredProvider"][];
/** Default Provider */
default_provider: string;
};
/** TreeAiPolicyUpdate */
TreeAiPolicyUpdate: {
/** Member Provider */
member_provider?: string | null;
/** Recommender Provider */
recommender_provider?: string | null;
};
/** TreeCreate */
TreeCreate: {
/** Name */
@@ -4651,4 +4694,70 @@ export interface operations {
};
};
};
get_ai_policy_api_v1_trees__tree_id__ai_get: {
parameters: {
query?: never;
header?: never;
path: {
tree_id: string;
};
cookie?: never;
};
requestBody?: never;
responses: {
/** @description Successful Response */
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["TreeAiPolicyRead"];
};
};
/** @description Validation Error */
422: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["HTTPValidationError"];
};
};
};
};
update_ai_policy_api_v1_trees__tree_id__ai_patch: {
parameters: {
query?: never;
header?: never;
path: {
tree_id: string;
};
cookie?: never;
};
requestBody: {
content: {
"application/json": components["schemas"]["TreeAiPolicyUpdate"];
};
};
responses: {
/** @description Successful Response */
200: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["TreeAiPolicyRead"];
};
};
/** @description Validation Error */
422: {
headers: {
[name: string]: unknown;
};
content: {
"application/json": components["schemas"]["HTTPValidationError"];
};
};
};
};
}
+186 -1
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@@ -4093,6 +4093,100 @@
}
}
}
},
"/api/v1/trees/{tree_id}/ai": {
"get": {
"tags": [
"ai"
],
"summary": "Get Ai Policy",
"operationId": "get_ai_policy_api_v1_trees__tree_id__ai_get",
"parameters": [
{
"name": "tree_id",
"in": "path",
"required": true,
"schema": {
"type": "string",
"format": "uuid",
"title": "Tree Id"
}
}
],
"responses": {
"200": {
"description": "Successful Response",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/TreeAiPolicyRead"
}
}
}
},
"422": {
"description": "Validation Error",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/HTTPValidationError"
}
}
}
}
}
},
"patch": {
"tags": [
"ai"
],
"summary": "Update Ai Policy",
"operationId": "update_ai_policy_api_v1_trees__tree_id__ai_patch",
"parameters": [
{
"name": "tree_id",
"in": "path",
"required": true,
"schema": {
"type": "string",
"format": "uuid",
"title": "Tree Id"
}
}
],
"requestBody": {
"required": true,
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/TreeAiPolicyUpdate"
}
}
}
},
"responses": {
"200": {
"description": "Successful Response",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/TreeAiPolicyRead"
}
}
}
},
"422": {
"description": "Validation Error",
"content": {
"application/json": {
"schema": {
"$ref": "#/components/schemas/HTTPValidationError"
}
}
}
}
}
}
}
},
"components": {
@@ -4683,6 +4777,24 @@
],
"title": "CleanupResult"
},
"ConfiguredProvider": {
"properties": {
"name": {
"type": "string",
"title": "Name"
},
"model": {
"type": "string",
"title": "Model"
}
},
"type": "object",
"required": [
"name",
"model"
],
"title": "ConfiguredProvider"
},
"DeceasedApply": {
"properties": {
"person_ids": {
@@ -6812,6 +6924,79 @@
],
"title": "TokenRequest"
},
"TreeAiPolicyRead": {
"properties": {
"member_provider": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Member Provider"
},
"recommender_provider": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Recommender Provider"
},
"configured_providers": {
"items": {
"$ref": "#/components/schemas/ConfiguredProvider"
},
"type": "array",
"title": "Configured Providers"
},
"default_provider": {
"type": "string",
"title": "Default Provider"
}
},
"type": "object",
"required": [
"member_provider",
"recommender_provider",
"configured_providers",
"default_provider"
],
"title": "TreeAiPolicyRead"
},
"TreeAiPolicyUpdate": {
"properties": {
"member_provider": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Member Provider"
},
"recommender_provider": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"title": "Recommender Provider"
}
},
"type": "object",
"title": "TreeAiPolicyUpdate"
},
"TreeCreate": {
"properties": {
"name": {
@@ -7081,4 +7266,4 @@
}
}
}
}
}