Commit Graph

6 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 2e104c8e76 feat(ai): add code interpreter for AI data analysis (#16559)
## Summary

- Add code interpreter tool that enables AI to execute Python code for
data analysis, CSV processing, and chart generation
- Support for both local (development) and E2B (sandboxed production)
execution drivers
- Real-time streaming of stdout/stderr and generated files
- Frontend components for displaying code execution results with
expandable sections

## Code Quality Improvements

- Extract `getMimeType` to shared utility to reduce code duplication
between drivers
- Fix security issue: escape single quotes/backslashes in E2B driver env
variable injection
- Add `buildExecutionState` helper to reduce duplicated state object
construction
- Add `DEFAULT_CODE_INTERPRETER_TIMEOUT_MS` constant for consistency
- Fix lingui linting warning and TypeScript theme errors in frontend

## Test Plan

- [ ] Test code interpreter with local driver in development
- [ ] Test code interpreter with E2B driver in production environment
- [ ] Verify streaming output displays correctly in chat UI
- [ ] Verify generated files (charts, CSVs) are uploaded and
downloadable
- [ ] Test file upload flow (CSV, Excel) triggers code interpreter

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> Updates generated i18n catalogs for Polish and pseudo-English, adding
strings for code execution/output (code interpreter) and various UI
messages, with minor text adjustments.
> 
> - **Localization**:
> - **Generated catalogs**: Refresh `locales/generated/pl-PL.ts` and
`locales/generated/pseudo-en.ts`.
> - Add strings for code execution/output (e.g., code, copy code/output,
running/waiting states, download files, generated files, Python code
execution).
> - Include new UI texts (errors, prompts, menus) and minor text
corrections.
>   - No changes to `pt-BR`; other files unchanged functionally.
> 
> <sup>Written by [Cursor
Bugbot](https://cursor.com/dashboard?tab=bugbot) for commit
befc13d02c21e5a6647bc1aa6daa2a89f60b7ef8. This will update automatically
on new commits. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->
2025-12-15 16:11:24 +01:00
Félix Malfait 4f91b48470 feat(ai): add context usage display to AI chat (BREAKING: deploy server first) (#16518)
## Summary

- Add a context usage indicator to the AI chat interface inspired by
Vercel's AI SDK Context component
- Display token consumption, context window utilization percentage, and
estimated cost in credits
- Show a circular progress ring with percentage, revealing detailed
breakdown on hover

## Changes

### Backend
- Stream usage metadata (tokens, model config) via `messageMetadata`
callback in `agent-chat-streaming.service.ts`
- Return model config from `chat-execution.service.ts`
- Add usage and model types to `ExtendedUIMessage` metadata

### Frontend
- New `ContextUsageProgressRing` component - circular SVG progress
indicator
- New `AIChatContextUsageButton` component with hover card showing:
  - Progress bar with used/total tokens
  - Input/output token counts with credit costs
  - Total credits consumed
- Track cumulative usage in Recoil state (`agentChatUsageState`)
- Reset usage when creating new chat thread
- Integrate button into `AIChatTab`

## Test plan

- [ ] Open AI chat and send a message
- [ ] Verify the context usage button appears with percentage
- [ ] Hover over the button to see detailed breakdown
- [ ] Verify credits are calculated correctly
- [ ] Create a new chat thread and verify usage resets to 0
2025-12-12 13:42:00 +01:00
Félix Malfait bc57b8ee4e feat(ai): add browsing context and fix tool loading (#16476)
## Summary

- Add `BrowsingContext` type to automatically pass what the user is
currently viewing (recordPage or listView) to the AI chat
- Simplify context architecture: remove toggleable context UI, make it
automatic and invisible to the user
- Fix tool loading: add `unionOf` handling in
`getDatabaseToolsForObject` and fix regex ordering so `find_one_*` tools
are properly registered
- Use plural names for find tools (`find_people` vs `find_one_person`)
for better semantics
- Clean up unused components and states

## Changes

### Frontend
- New `BrowsingContext` type and `useGetBrowsingContext` hook to gather
context from Recoil state
- Simplified `useAgentChat` to use the new browsing context
- Removed toggleable context UI components
(`AgentChatContextRecordPreview`, `SendMessageWithRecordsContextButton`,
etc.)
- Removed `isAgentChatCurrentContextActiveState`

### Backend
- New `BrowsingContextType` for recordPage and listView contexts
- Updated `ChatExecutionService` to build context from browsing context
- Fixed `tool-registry.service.ts`:
  - Added `unionOf` handling in permission config
- Fixed regex ordering (`find_one` before `find`) so tools load
correctly
- Use plural names for search tools (`find_people` instead of
`find_person`)

## Test plan

- [x] Typecheck passes
- [x] Lint passes
- [ ] Test AI chat on record page - should show context in system prompt
- [ ] Test AI chat on list view - should show view name and filters
- [ ] Test `find_one_*` tools now load correctly
- [ ] Test `find_*` tools use plural naming
2025-12-11 10:19:27 +01:00
Félix Malfait 5df8fd90c3 feat: simplify AI chat architecture and add record links (#16463)
## Summary

This PR significantly simplifies the AI chat architecture by removing
complex routing/planning mechanisms and introduces clickable record
links in AI responses.

## Changes

### AI Chat Architecture Simplification
- **Removed** the entire `ai-chat-router` module (~850 lines) including:
  - Strategy decider service
  - Plan generator service
  - Complex routing logic
- **Removed** agent execution planning services (~700 lines):
  - `agent-execution.service.ts`
  - `agent-plan-executor.service.ts`
  - `agent-tool-generator.service.ts`
- **Added** centralized `ToolRegistryService` for tool management:
  - Builds searchable tool index (database, action, workflow tools)
  - Provides tool lookup by name
  - Supports agent search for loading expertise
- **Added** `ChatExecutionService` as simple replacement:
  - Includes full tool catalog in system prompt
- Pre-loads common tools (find/create/update for company, person,
opportunity, task, note)
  - Uses `load_tools` mechanism for dynamic tool activation
  - Enables native web search by default

### Record References in AI Responses
- Added `recordReferences` field to tool outputs for create, find, and
update operations
- Implemented `[[record:objectName:recordId:displayName]]` syntax for AI
to reference records
- Created `RecordLink` component that renders clickable chips with
object icons
- Integrated record link parsing into the markdown renderer
- Users can now click directly on created/found records in AI responses

### Workflow Agent Fixes
- Fixed cache invalidation issue when creating agents in workflows
- Added default prompt for workflow-created agents to prevent validation
errors
- Relaxed agent validation to only check properties being updated (not
all required properties)

### Code Quality Improvements
- Extracted `getRecordDisplayName` utility that mirrors frontend's
`getLabelIdentifierFieldValue` logic
- Uses object metadata to determine the correct label identifier field
- Handles `FULL_NAME` composite type for person/workspaceMember objects
- Shared across create, find, and update record services

## Net Impact
- **~1,200 lines deleted** (complex routing/planning code)
- **~500 lines added** (simpler tool registry + record links)
- Significantly reduced code complexity
- Better tool discovery through full catalog in system prompt
- Improved UX with clickable record references

## Testing
- Typecheck passes
- Lint passes
- Manual testing of AI chat with record creation and linking
2025-12-10 15:14:12 +01:00
Félix Malfait 4f20fd35c5 feat: Add Agent Evaluation System and Refactor AI Modules (#16111)
## Summary

This PR introduces a comprehensive agent evaluation system and refactors
the AI module structure for better organization.

## Key Changes

### 🎯 Agent Evaluation System
- Added **Agent Turn Evaluation** entities, DTOs, and database schema
- New GraphQL mutations: `evaluateAgentTurn` and `runEvaluationInput`
- Added `evaluationInputs` field to Agent entity for storing test inputs
- New `AgentTurnGraderService` for automatic turn evaluation
- Added evaluation UI with new **Evals** and **Logs** tabs in agent
detail pages

### 🏗️ Entity & Module Refactoring
- Renamed `AgentChatMessage` → `AgentMessage` for clarity
- Consolidated chat entities: `AgentMessage`, `AgentTurn`, and
`AgentChatThread`
- Reorganized AI modules under `ai/` subdirectory structure
- Updated imports across codebase to reflect new module paths

### 🤖 New Agents & Roles
- Added **Dashboard Builder Agent** for dashboard creation and
management
- Added **Dashboard Manager Role** with appropriate permissions
- Updated role permissions to be more granular (users vs agents vs API
keys)

### 🔐 Permission System Updates
- Added `HTTP_REQUEST_TOOL` permission flag
- Updated Workflow Manager role permissions (restricted tool access)
- Enhanced permission flag types to differentiate between user/agent/API
key contexts
- Added `isRelevantForAgents`, `isRelevantForApiKeys`,
`isRelevantForUsers` to permission flags

### 📨 Message Role Enhancement
- Added `system` role to `AgentMessageRole` enum (alongside
user/assistant)
- Updated message handling to support system prompts

### 🎨 UI/UX Improvements
- New tabs in agent detail: **Evals** and **Logs**
- Added turn detail page: `/ai/agents/:agentId/turns/:turnId`
- Fixed text overflow in `SettingsListItemCardContent`
- Updated role applicability labels ("Assignable to Workspace Members")

### 🛠️ Technical Improvements
- Fixed Zod schema validation for UUID and Date fields (use string
validators)
- Updated `ToolRegistryService` to properly register HTTP tool with
permission flag
- Enhanced error handling in agent execution services
- Updated database migrations for new entity schema

## Database Migrations
- `1764210000000-add-system-role-to-agent-message.ts`
- `1764220000000-add-evaluation-inputs-to-agent.ts`
- `1764200000000-add-agent-turn-evaluation.ts`
- `1764100000000-refactor-agent-chat-entities.ts`

## Testing
- [ ] Agent evaluation flow tested
- [ ] Dashboard Builder agent tested
- [ ] Permission system validated
- [ ] UI tabs and navigation tested
- [ ] Database migrations run successfully

## Breaking Changes
⚠️ **Entity Rename**: `AgentChatMessage` renamed to `AgentMessage` -
GraphQL queries need updating

## Related Issues
<!-- Link any related issues here -->

## Screenshots
<!-- Add screenshots if applicable -->
2025-11-27 08:25:40 +01:00