Commit Graph

36 Commits

Author SHA1 Message Date
Félix Malfait 3216b634a3 feat: improve AI chat - system prompt, tool output, context window display (#17769)
⚠️ **AI-generated PR — not ready for review** ⚠️

cc @FelixMalfait

---

## Changes

### System prompt improvements
- Explicit skill-before-tools workflow to prevent the model from calling
tools without loading the matching skill first
- Data efficiency guidance (default small limits, use filters)
- Pluralized `load_skill` → `load_skills` for consistency with
`load_tools`

### Token usage reduction
- Output serialization layer: strips null/undefined/empty values from
tool results
- Lowered default `find_*` limit from 100 → 10, max from 1000 → 100

### System object tool generation
- System objects (calendar events, messages, etc.) now generate AI tools
- Only workflow-related and favorite-related objects are excluded

### Context window display fix
- **Bug**: UI compared cumulative tokens (sum of all turns) against
single-request context window → showed 100% after a few turns
- **Fix**: Track `conversationSize` (last step's `inputTokens`) which
represents the actual conversation history size sent to the model
- New `conversationSize` column on thread entity with migration

### Workspace AI instructions
- Support for custom workspace-level AI instructions

---------

Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
2026-02-09 14:26:02 +01:00
Félix Malfait 177cae8c53 feat: audit Logs (#17660) 2026-02-04 13:30:55 +01:00
Weiko b6635ba272 Add RLS Entitlement check (#17179)
## Context
- Add RLS entitlement to billing
- Check value in the backend (for RLS predicate entity
queries/mutations)
- Expose billingEntitlements to the API inside currentWorkspace to check
available features to the workspace and display the role components
accordingly
- Cleanup RLS when plan changes back to one without RLS.

This should cover almost everything, imho we don't need to check in the
ORM because => We can't create RLS without the correct PLAN and
switching back to a PLAN without RLS deletes existing RLS through
stripes webhooks
2026-01-20 16:06:37 +00:00
Félix Malfait e7ebf51e50 Replace agent handoff system with planning-based router (#16003)
## Overview

This PR replaces the dynamic agent handoff system with a more
predictable planning-based router that decides upfront how to handle
multi-agent coordination.

## Major Changes

### 🔄 Architecture Shift: Handoffs → Planning

**Removed:**
- `AgentHandoffEntity` and handoff tracking system
- `AgentHandoffService` and `AgentHandoffExecutorService`
- Dynamic agent-to-agent transfers during execution
- Handoff tool generation and description templates

**Added:**
- `AiRouterService` with two strategies: `simple` (single agent) and
`planned` (multi-agent)
- `AgentPlanExecutorService` for executing multi-step plans
- Plan validation (cycle detection, dependency resolution)
- `UnifiedRouterResult` type with discriminated union

### 🤖 New Standard Agents

Added two new specialized agents:
- **Researcher Agent**: Web search, fact-finding, competitive
intelligence
- **Code Agent**: TypeScript function generation for serverless
workflows

### 🏗️ Router Refactoring (Latest)

Split router responsibilities into focused services:
- `AiRouterStrategyDeciderService`: Decides simple vs planned strategy
- `AiRouterPlanGeneratorService`: Generates and validates execution
plans
- `AiRouterService`: Coordinates between services (reduced from 426→275
lines)

### ⚙️ Configuration Improvements

- Added `outputStrategy` to agent definitions (`direct` vs `synthesize`)
- Removed hardcoded special cases for workflow-builder
- Added `plannerModel` field to workspace entity
- Increased `MAX_STEPS` from 10 to 25 for complex workflows

### 📝 Agent Prompt Refinements

Significantly simplified prompts for better clarity:
- Workflow Builder: 51→36 lines
- Helper: 49→28 lines
- Data Manipulator: Enhanced with sorting guidance

### 🔍 Enhanced Debugging

- Plan reasoning and step count in data message parts
- Router debug info with token usage tracking
- Better logging throughout execution pipeline

## Benefits

1. **Simpler Mental Model**: Router decides upfront vs dynamic transfers
2. **Better Predictability**: Users see the plan before execution
3. **Cleaner Architecture**: SRP with focused services
4. **Configuration Over Code**: Agent behavior via config, not hardcoded
logic
5. **Plan Validation**: Catches invalid dependencies and cycles

## Migration Notes

- Database migration removes `agentHandoff` table
- Adds `plannerModel` column to workspace table
- No API breaking changes (agent endpoints unchanged)

## Testing

- Integration tests updated to remove handoff dependencies
- Agent tool test utilities simplified
- Plan validation covered by new logic

## Next Steps (Future PRs)

- Parallel execution of independent plan steps
- Dynamic re-planning based on results
- Plan caching for common routing patterns
- Error recovery strategies in plan executor
2025-11-25 12:10:14 +01:00
Paul Rastoin 8299488f21 Fix front data model edition + non nullable workspaceCustom application migration (#16016)
# Introduction
Two things:
- Enforcing non nullable workspace custom application Id for any
workspace
- Fixing front non editable data models following
https://github.com/twentyhq/twenty/pull/15911 that associate any custom
entities to an applicationId. The front was putting everything as
readonly when under an app ( we will have to handle the twenty standard
application in the future too )

## Fallback
### Migration
The non nullable migration will fail when released, that's why it's
being swallowed and re-run in an upgrade command post workspace custom
application creation for those that miss one. Allowing the migration to
pass in the end
The typeorm migration still need to exists for any new workspaces

### GetCurrentUser
In order to dynamically display isReadOnly in data model settings we're
fetching the workspaceCustomApplicationId through the `getCurrentUser`
If not fallback this endpoint would throw until we're handling existing
workspaces that do not have a custom workspace application
The fallback should be removed post release
2025-11-24 13:39:04 +00:00
Abdullah. 0cab2b49fc (breaking change) Allow users with a single workspace to update their email. (#15736)
- Users with a single workspace are allowed to update their email across
`core.user` and `workspace_xyz.workspaceMember`.
- The latter happens asynchronously (built it like this for non-blocking
with multiple workspaces), but since we restrict the email update
functionality to a single user, we can also update the email in
workspaceMember synchronously - I left asynchronous there to receive
feedback on whether we should move to synchronous or not.
- Merged main and resolved conflicts to ensure we use the
`SettingsPermissionGuard` and the updated `workspace.service.ts` code.

One edge-case that I was trying to communicate on Discord: 

Say that an admin is a member of multiple workspaces. Therefore, they
can allow roles with PROFILE_INFORMATION permission to update their
email.

<p align="center">
<img width="553" height="115" alt="image"
src="https://github.com/user-attachments/assets/80382b1f-a9e3-4dac-b606-c2defeb2c330"
/>
</p>

However, since the admin is part of multiple workspaces, he/she cannot
even update own email - the field stays disabled, leading to some
confusion.

<p align="center">
<img width="545" height="255" alt="image"
src="https://github.com/user-attachments/assets/5e6d27db-c9a8-4d5e-9ab6-65c77beae5b4"
/>
</p>

However, the workspace can have another member with admin role or some
other role that has PROFILE_INFORMATION permission flag. That user will
be and should be allowed to update email, so we cannot hide `email` from
dropdown options.

<p align="center">
<img width="585" height="283" alt="image"
src="https://github.com/user-attachments/assets/a670d3ac-cf48-4865-a425-b909093d8420"
/>
</p>

The behavior is fine imo, just a little confusing for members with more
than one workspace.

I have also tested the flow by signing up to YC workspace with my org
google account (twenty.com), then changing email to my personal address.
- After changing, I need to login using Google with my personal account
to access YC workspace again.
- If I login using Google with org google account (twenty.com), a new
user account is created.

This behavior is consistent with Notion and Linear. 

Finally, as for the verification of email, the user is asked to verify
email while they're logged in, but just in case they logout without
verifying, the next login would force them to verify their email in the
email/password flow.

However, for Social/SSO, they must verify before they logout or else
they'd have to contact support for assistance. I have not looked into
how to show verification screen while logging in via Social/SSO yet, but
if that's something critical for completeness here, I shall revisit it.

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
2025-11-13 15:00:02 +01:00
Abdullah. 5b2950c43a Introduce SSO bypass permission. (#15417)
Closes [Core Issue
#1772](https://github.com/twentyhq/core-team-issues/issues/1772).

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> Introduces SSO bypass with a new permission flag and workspace-level
provider toggles, enabling permitted users to log in via
Google/Microsoft/Password when SSO-only, with backend enforcement and
frontend UI/hooks/queries.
> 
> - **Backend**:
> - **Permission & Enforcement**: Add `PermissionFlagType.SSO_BYPASS`;
update `AuthService` to allow login via non-SSO providers when workspace
bypass is enabled and user has `SSO_BYPASS`.
> - **Workspace Model**: Add `isGoogleAuthBypassEnabled`,
`isMicrosoftAuthBypassEnabled`, `isPasswordAuthBypassEnabled`
(migration, entity, update input, service validation).
> - **Public API**: Extend `PublicWorkspaceDataOutput` with
`authBypassProviders`; resolver computes it; permissions defaults
include `SSO_BYPASS`.
> - **Frontend**:
> - **GraphQL/State**: Generate new types/fields; add
`authBypassProviders` to `GetPublicWorkspaceDataByDomain`; new states
`workspaceAuthBypassProvidersState`, `workspaceBypassModeState`.
> - **Auth UI/Logic**: Add `useWorkspaceBypass`; update sign-in form and
footer to offer "Bypass SSO" and use merged providers when enabled;
remove auto-redirect when single SSO.
> - **Settings**: Add Security section to toggle bypass methods per
provider; conditionally show Change Password via `useCanChangePassword`.
> - **Tests/Mocks**: Update mocks and tests to include bypass
flags/providers.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
8c393b2bad387fb6e8b8f40027f8637dd6e85723. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2025-11-03 11:40:09 +01:00
Abdul Rahman 32558673c6 feat: Implement AI Router for Dynamic Agent Selection (#15227)
Adds intelligent routing system that automatically selects the best
agent for user queries based on conversation context.

### Changes:
- Added `routerModel` column to workspace table for configurable router
LLM selection
- Implemented `RouterService` with conversation history analysis and
agent matching logic
- Created router settings UI in AI Settings page with model dropdown
- Removed agent-specific thread associations - threads are now
agent-agnostic
- Added real-time routing status notification in chat UI with shimmer
effect
- Removed automatic default assistant agent creation
- Renamed GraphQL operations from agent-specific to generic (e.g.,
`agentChatThreads` → `chatThreads`)

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Félix Malfait <felix@twenty.com>
2025-10-22 15:02:41 +02:00
Abdullah. d750df7fff Automatically clean up soft-deleted records after X days. (#14862)
Closes #14726

### Added
- `trashRetentionDays` field to workspace entity (default: 14 days)  
- Automated trash cleanup using BullMQ jobs  
- Daily cron (00:10 UTC) that enqueues cleanup jobs for all active
workspaces
- Per-workspace limit: 100k records deleted per day  
- Calendar-based retention: records deleted on day X are cleaned up X+14
days later (at midnight UTC boundaries)

### Architecture
- **Cron (WorkspaceTrashCleanupCronJob):** Runs daily, enqueues jobs in
parallel for all workspaces
- **Job (WorkspaceTrashCleanupJob):** Processes individual workspace
cleanup
- **Service (WorkspaceTrashCleanupService):** Discovers tables with
`deletedAt`, deletes old records with quota enforcement
- **Command:** `npx nx run twenty-server:command
cron:workspace:cleanup-trash` to register the cron

### Testing
- Unit tests for service with 100% coverage of public API  
- Tested quota enforcement, error handling, and edge cases

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2025-10-14 18:49:40 +02:00
Abdul Rahman 79bcd90d8d Feat: role applicability controls (#14239)
Closes [#1404](https://github.com/twentyhq/core-team-issues/issues/1404)

---------

Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
2025-09-04 08:58:50 +05:30
Félix Malfait 464a480043 Continue ESLINT9 Migration (#13795)
Might already fix #13793
2025-08-10 23:25:58 +02:00
oliver 4d3124f840 Implement Two-Factor Authentication (2FA) (#13141)
Implementation is very simple

Established authentication dynamic is intercepted at
getAuthTokensFromLoginToken. If 2FA is required, a pattern similar to
EmailVerification is executed. That is, getAuthTokensFromLoginToken
mutation fails with either of the following errors:

1. TWO_FACTOR_AUTHENTICATION_VERIFICATION_REQUIRED
2. TWO_FACTOR_AUTHENTICATION_PROVISION_REQUIRED

UI knows how to respond accordingly.

2FA provisioning occurs at the 2FA resolver.
2FA verification, currently only OTP, is handled by auth.resolver's
getAuthTokensFromOTP

---------

Co-authored-by: Charles Bochet <charlesBochet@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: github-actions <github-actions@twenty.com>
Co-authored-by: Jean-Baptiste Ronssin <65334819+jbronssin@users.noreply.github.com>
Co-authored-by: Lucas Bordeau <bordeau.lucas@gmail.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Félix Malfait <felix@twenty.com>
2025-07-23 14:42:01 +02:00
Abdul Rahman 8310b4ff01 Show tool execution messages in AI agent chat (#13117)
https://github.com/user-attachments/assets/c0a42726-50ac-496e-a993-9d6076a84a6a

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
2025-07-10 07:45:05 +02:00
Félix Malfait 4485e8e3db Update enums to be all caps (#12372)
- Make custom domain public (remove from lab)
- Use ALL_CAPS definition for enums
2025-05-29 14:08:36 +02:00
Paul Rastoin 4a4e65fe4a [REFACTOR] Twenty UI multi barrel (#11301)
# Introduction
closes https://github.com/twentyhq/core-team-issues/issues/591
Same than for `twenty-shared` made in
https://github.com/twentyhq/twenty/pull/11083.

## TODO
- [x] Manual migrate twenty-website twenty-ui imports

## What's next:
- Generate barrel and migration script factorization within own package
+ tests
- Refactoring using preconstruct ? TimeBox
- Lint circular dependencies
- Lint import from barrel and forbid them

### Preconstruct
We need custom rollup plugins addition, but preconstruct does not expose
its rollup configuration. It might be possible to handle this using the
babel overrides. But was a big tunnel.
We could give it a try afterwards ! ( allowing cjs interop and stuff
like that )
Stuck to vite lib app

Closed related PRs:
- https://github.com/twentyhq/twenty/pull/11294
- https://github.com/twentyhq/twenty/pull/11203
2025-04-03 09:47:55 +00:00
Antoine Moreaux e8b6b1b941 fix(): several ui improvements (#10556)
Close #10531

---------

Co-authored-by: Lucas Bordeau <bordeau.lucas@gmail.com>
Co-authored-by: Etienne <45695613+etiennejouan@users.noreply.github.com>
Co-authored-by: Raphaël Bosi <71827178+bosiraphael@users.noreply.github.com>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@twenty.com>
2025-03-03 17:06:16 +01:00
Weiko 0220672fa9 Add default role to workspace (#10444)
## Context
Adding a defaultRole to each workspace, this role will be automatically
added when a member joins a workspace via invite link or public link
(seeds work differently though).
Took the occasion to refactor a bit the frontend components, splitting
them in smaller components for more readability.

## Test
<img width="948" alt="Screenshot 2025-02-24 at 14 54 02"
src="https://github.com/user-attachments/assets/13ef1452-d3c9-4385-940c-2ced0f0b05ef"
/>
2025-02-25 11:26:35 +01:00
Antoine Moreaux f733307517 refacto(*): rename hostname to custom domain (#10100) 2025-02-10 15:12:36 +00:00
Antoine Moreaux 68183b7c85 feat(): enable custom domain usage (#9911)
# Content
- Introduce the `workspaceUrls` property. It contains two
sub-properties: `customUrl, subdomainUrl`. These endpoints are used to
access the workspace. Even if the `workspaceUrls` is invalid for
multiple reasons, the `subdomainUrl` remains valid.
- Introduce `ResolveField` workspaceEndpoints to avoid unnecessary URL
computation on the frontend part.
- Add a `forceSubdomainUrl` to avoid custom URL using a query parameter
2025-02-07 14:34:26 +01:00
Antoine Moreaux e895aa27e6 feat(custom-domains): allow to register a custom domain (without UI) (#9879)
# In this PR
- Allow to register a custom domain
- Refacto subdomain generation

# In other PRs
- Add UI to deal with a custom domain
- Add logic to work with custom domain
2025-01-30 13:51:16 +01:00
Antoine Moreaux ce8c6c4bac fix: correct typo in property name from "Entreprise" to "Enterprise" (#9916)
The property name "hasValidEntrepriseKey" was corrected to
"hasValidEnterpriseKey" across multiple files for consistency and
accuracy. This ensures proper alignment with naming conventions and
avoids potential issues in usage or understanding.
2025-01-29 17:39:04 +01:00
Etienne d8815d7ebf fix: prevent billingPortal creation if no active subscription (#9701)
Billing portal is created in settings/billing page even if subscription
is canceled, causing server internal error. -> Skip back end request

Bonus : display settings/billing page with disabled button even if
subscription is canceled

---------

Co-authored-by: etiennejouan <jouan.etienne@gmail.com>
Co-authored-by: Charles Bochet <charles@twenty.com>
2025-01-21 15:01:18 +01:00
Félix Malfait 97f5a5b8a5 Pass Billing Checkout var in url to bypass credit card (#9283) 2024-12-31 14:48:00 +01:00
Antoine Moreaux 7943141d03 feat(*): allow to select auth providers + add multiworkspace with subdomain management (#8656)
## Summary
Add support for multi-workspace feature and adjust configurations and
states accordingly.
- Introduced new state isMultiWorkspaceEnabledState.
- Updated ClientConfigProviderEffect component to handle
multi-workspace.
- Modified GraphQL schema and queries to include multi-workspace related
configurations.
- Adjusted server environment variables and their respective
documentation to support multi-workspace toggle.
- Updated server-side logic to handle new multi-workspace configurations
and conditions.
2024-12-03 19:06:28 +01:00
Antoine Moreaux 2e10070fdb fix(sso): improve enterprise key var management (#8152)
Resolve https://github.com/twentyhq/twenty/issues/8070

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
2024-10-29 11:39:00 +01:00
Antoine Moreaux 0f0a7966b1 feat(sso): allow to use OIDC and SAML (#7246)
## What it does
### Backend
- [x] Add a mutation to create OIDC and SAML configuration
- [x] Add a mutation to delete an SSO config
- [x] Add a feature flag to toggle SSO
- [x] Add a mutation to activate/deactivate an SSO config
- [x] Add a mutation to delete an SSO config
- [x] Add strategy to use OIDC or SAML
- [ ] Improve error management

### Frontend
- [x] Add section "security" in settings
- [x] Add page to list SSO configurations
- [x] Add page and forms to create OIDC or SAML configuration
- [x] Add field to "connect with SSO" in the signin/signup process
- [x] Trigger auth when a user switch to a workspace with SSO enable
- [x] Add an option on the security page to activate/deactivate the
global invitation link
- [ ] Add new Icons for SSO Identity Providers (okta, Auth0, Azure,
Microsoft)

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
Co-authored-by: Charles Bochet <charles@twenty.com>
2024-10-21 20:07:08 +02:00
Charles Bochet 17a1760afd Improve performance twenty orm (#6691)
## Context

As we grow, the messaging scripts are experiencing performance issues
forcing us to temporarily disable them on the cloud.
While investigating the performance, I have noticed that generating the
entity schema (for twentyORM) in the repository is taking ~500ms locally
on my Mac M2 so likely more on pods. Caching the entitySchema then!

I'm also clarifying naming around schemaVersion and cacheVersions ==>
both are renamed workspaceMetadataVersion and migrated to the workspace
table (the workspaceCacheVersion table is dropped).
2024-08-20 19:42:02 +02:00
martmull cce9bf5730 Improve use set next onboarding state (#6076)
querying workspaceMembers may be slow leads to wrong
setNextOnboardingStatus value. So we added a resolved field in workspace
to get workspaceMemberCount directly
2024-06-30 21:00:20 +02:00
martmull b8f33f6f59 5095 move onboardingstatus computation from frontend to backend (#5954)
- move front `onboardingStatus` computing to server side
- add logic to `useSetNextOnboardingStatus`
- update some missing redirections in
`usePageChangeEffectNavigateLocation`
- separate subscriptionStatus from onboardingStatus
2024-06-28 17:32:02 +02:00
rostaklein 306ef1df9c feat: schema version header check (#4563)
closes https://github.com/twentyhq/twenty/issues/4479

tried to catch the error inside various places including
https://github.com/twentyhq/twenty/blob/main/packages/twenty-server/src/engine/integrations/exception-handler/exception-handler.service.ts
but it seems like the error never reaches the GraphQL module 😮

any idea where we could intercept such an error `Cannot query field`?

---------

Co-authored-by: Jérémy Magrin <jeremy.magrin@gmail.com>
2024-04-04 09:52:45 +02:00
Thaïs 8ae6af6bd7 refactor: move createState to twenty-ui (#4716)
Split from https://github.com/twentyhq/twenty/pull/4518

Co-authored-by: Charles Bochet <charlesBochet@users.noreply.github.com>
2024-04-01 13:22:51 +02:00
martmull 62d414ee66 40 remove self billing feature flag (#4379)
* Define quantity at checkout

* Remove billing submenu when not isBillingEnabled

* Remove feature flag

* Log warning when missing subscription active workspace add or remove member

* Display subscribe cta for free usage of twenty

* Authorize all settings when subscription canceled or unpaid

* Display subscribe cta for workspace with canceled subscription

* Replace OneToOne by OneToMany

* Add a currentBillingSubscriptionField

* Handle multiple subscriptions by workspace

* Fix redirection

* Fix test

* Fix billingState
2024-03-12 18:10:27 +01:00
Charles Bochet 86c0f311f5 Introduce ComponentState (#4386)
* Proof of concept ComponentState

* Migrate to createState and createFamilyState

* Refactor

* Fix

* Fix tests

* Fix lint

* Fix tests

* Re-enable coverage
2024-03-09 11:31:00 +01:00
martmull 0ee512a983 3959 create a activationstatus in coreworkspace and use it in front to redirect properly (#3989)
* Add computed field to workspace entity

* Add activationStatus to front requests

* Update Selector

* Use activation status

* Stop using selector for mock values

* Remove isCurrentWorkspaceActiveSelector

* Use activation status

* Fix typo

* Use activation status

* Create hook for sign in up navigate

* Update hook to handle profile creation

* Use varaible

* Use more readable boolean function
2024-02-16 16:00:39 +01:00
Thaïs a10f353a4c feat: redirect to Plan Required page if subscription status is not active (#2981)
* feat: redirect to Plan Required page if subscription status is not active

Closes #2934

* feat: navigate to Plan Required in PageChangeEffect

* feat: add Twenty logo to Plan Required modal

* test: add Storybook story

* Fix lint

---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2023-12-14 12:39:22 +01:00
Charles Bochet 5bdca9de6c Migrate to a monorepo structure (#2909) 2023-12-10 18:10:54 +01:00