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* feat(chat): power legacy chat from the model-management "chat" backend Legacy chat, project chat, vault QA, quick command, and quick ask now select models from the model-management "chat" backend (backends.chat.enabledModels) instead of the legacy activeModels / defaultModelKey. A new ConfiguredModel→CustomModel bridge feeds the existing ChatModelManager (the stubbed v4 ChatModelFactory is untouched), and a new "Quick Chat" curation section under the Agents settings tab lets users choose which BYOK/Plus models appear in the chat picker. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * style(skills): apply prettier formatting to builtinSkills.test.ts Collapse a multi-line expect() onto one line to satisfy the project's prettier config (surfaced when running npm run format). Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * fix(chat): stabilize chat backend model selections * fix(chat): address chat backend review regressions * fix(chat): show legacy chat models in a flat list Drop the per-provider _group on chat picker entries so the legacy chat model picker renders a single flat list (provider icons inline, no section headers), matching pre-migration behavior. Agent Mode keeps its per-backend headers via its own helper. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(chat): remove dead per-model parameter editing After the model-management chat migration, per-model parameter editing is unreachable: the chat selection is now a configuredModelId UUID, so the ChatSettingsPopover editor (gated on a legacy activeModels match) never renders, and TokenLimitWarning's activeModels lookup always misses and falls back to global settings. v4 agent mode no longer supports per-model parameter editing. - ChatSettingsPopover: drop the model-param plumbing (originalModel / bridgedModel / canEditModelParameters, local-model save/debounce, ModelParametersEditor); keep System Prompt + Disable Builtin controls. - TokenLimitWarning: always open the global Copilot settings tab. - Delete the now-orphaned ModelEditDialog and ModelParametersEditor. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(chat): drop dead legacy model-key fallback in streaming session The streaming chat session's chain cache key fell back to name|provider when configuredModelId was absent. Both callers (Quick Ask, custom-command chat) now source their model from useResolvedChatBackendModel -> configuredModelToCustomModel, which always stamps configuredModelId, so the fallback was unreachable. Derive the key directly from configuredModelId; a model without one is treated as no usable model via the existing guards. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(chat): remove test-only getLegacyChatModelKey helper The singular getLegacyChatModelKey was exported but had no production callers — only the barrel re-export and one test assertion referenced it. Remove it (and its export + assertion); the load-bearing plural getLegacyChatModelKeys, which powers legacy-key resolution in isChatModelSelectionForEntry, is kept and now carries the rationale comment. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> * refactor(model-management): dedupe catalog-id to provider map Drop the duplicate CATALOG_ID_TO_LEGACY_PROVIDER table in chatModelSelection and reuse the now-exported CATALOG_ID_TO_CHAT_PROVIDER from configuredModelToCustomModel (extended with anthropic/google for the legacy-key path). Single source of truth for catalog-id to ChatModelProviders. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
132 lines
4.5 KiB
Markdown
132 lines
4.5 KiB
Markdown
# Projects
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Projects are focused AI workspaces. Each project has its own model, system prompt, context sources, and completely isolated chat history. Use projects to keep separate AI conversations per client, topic, or area of work.
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Projects support **50+ file types** beyond markdown, including PDFs, Word documents, PowerPoint, Excel, images, and more — making them ideal for analyzing large or diverse document collections.
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> **Note**: Projects is an alpha feature. It may have rough edges and is subject to change.
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---
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## Overview
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In regular chat, all conversations share the same settings and model. Projects let you create dedicated workspaces with:
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- **A specific context** — Specific notes, folders, URLs, or YouTube videos the AI always has access to
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- **A dedicated model** — Different projects can use different AI models
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- **A custom system prompt** — Each project can have its own instructions for the AI
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- **Isolated chat history** — Conversations in one project don't mix with conversations in another
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**Example use cases:**
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- A "Research" project that always has your research notes as context
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- A "Client Work" project with a specific system prompt and access to client-related notes
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- A "Learning" project with YouTube video URLs for study materials
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---
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## Creating a Project
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1. Open the chat panel
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2. Click the mode selector at the top of the chat
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3. Select **Projects (alpha)**
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4. Click **New Project** (or the `+` button)
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5. Fill in the project details and save
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---
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## Project Configuration
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Each project has the following settings:
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### Name
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A short name for the project. Appears in the project list.
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### Description
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An optional description of what the project is for.
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### Model
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Choose which AI model to use for this project. The available options are the models enabled under
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**Settings → Copilot → Agents → Quick Chat models**.
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### Model Settings
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Override the default temperature and max tokens specifically for this project.
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### System Prompt
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Set a custom system prompt for this project. This replaces (or supplements) the global default. See [System Prompts](system-prompts.md) for details.
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---
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## Context Sources
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Projects let you pre-load context that is always available in the project's chat.
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### File Inclusions and Exclusions
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Specify which notes or folders to include in this project's context:
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- **Inclusions**: Only these notes/folders are available for search and context
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- **Exclusions**: These notes/folders are excluded from context
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This scopes the AI's knowledge to just the notes relevant to your project.
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### Web URLs
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Add web page URLs that are fetched and included as context for every conversation in this project. Useful for documentation, reference pages, or web resources you frequently consult.
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### YouTube URLs
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Add YouTube video URLs whose transcripts are loaded into context for every conversation.
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---
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## Working in a Project
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### Switching Projects
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Use the project selector at the top of the chat panel to switch between projects. When you switch, the chat history clears and the new project's context loads.
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### Isolated Chat History
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Each project maintains its own chat history, completely separate from other projects and from regular (non-project) chat. Conversations don't bleed across projects.
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### Context Loading
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When you open a project, Copilot loads the configured context (notes, URLs, etc.) automatically. For large projects with many notes, this may take a moment.
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---
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## Project List Management
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Go to the project selector to manage your projects:
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- **Sort**: Projects can be sorted by most recently used or alphabetically
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- **Edit**: Click the edit icon to change a project's settings
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- **Delete**: Remove the project entry from the list (saved conversation files in your vault are not deleted)
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Sort strategy: **Settings → Copilot → Basic → Project list sort strategy**
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---
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## Limitations
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As an alpha feature, projects have some known limitations:
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- Large context sources (many notes or large files) may slow down context loading
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- The context loading on project switch is synchronous — the AI isn't available until loading completes
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- Some features available in regular Plus mode may behave differently in projects
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- Auto-compact behavior is the same as regular chat
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---
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## Related
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- [Chat Interface](chat-interface.md) — Chat modes overview, new chat behavior, history
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- [System Prompts](system-prompts.md) — Custom system prompts for projects
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- [Context and Mentions](context-and-mentions.md) — How context works
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- [Copilot Plus and Self-Host](copilot-plus-and-self-host.md) — Plus features
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