## 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
## Summary
Consolidates the AI tool provider architecture by creating a single
`ToolProviderService` as the entry point for all tool generation. This
removes multiple intermediate services and simplifies the codebase.
## Changes
### New Architecture
- **`ToolProviderService`**: Single service for all tool generation
with:
- `getTools(spec)` - Get tools by category with permissions
- `getToolByType(type)` - Get specific tool for workflow execution
- **`ToolCategory` enum**: Declarative specification of tool types:
- `DATABASE_CRUD` - Record CRUD operations
- `ACTION` - HTTP requests, email sending, article search
- `WORKFLOW` - Workflow management tools
- `METADATA` - Object/field metadata tools
- `NATIVE_MODEL` - Model-specific tools (e.g., web search)
- **`ToolSpecification` type**: Clean API for requesting tools with
permissions
### Removed
- `AiToolsModule` - No longer needed
- `ToolService` - Logic inlined into ToolProviderService
- `ToolAdapterService` - Logic inlined into ToolProviderService
- `ToolRegistryService` - Logic inlined into ToolProviderService
### Updated
- All consumers (agents, chat, MCP, workflows) now use
`ToolProviderService`
- Test files updated accordingly
## Stats
- **547 insertions, 1146 deletions** (net ~600 lines removed)
- 4 services deleted
- 1 module deleted
## Testing
- [x] Typecheck passes
- [x] Lint passes
# Introduction
Closes https://github.com/twentyhq/core-team-issues/issues/1980
In this PR we migrate the agent from v1 to v2.
## New FlatRoleTargetByAgentIdMaps
Derivated the `flatRoleTargetMaps` to be building a
`flatRoleTargetByAgentIdMaps` to ease retrieving a roleId to associate
to an agent
## Coverage
Added strong coverage on both failing and successful CRU agents
operations
---------
Co-authored-by: Weiko <corentin@twenty.com>
## Context
We've recently introduced a new workspace cache service which now acts
as a cache access and local storage for all workspace related data,
deprecating the individual specific services.
- Better performance through multiple caching/fetching strategies
- Consistent data access patterns across the codebase
- Reduced redis queries through MGET/MSET/PIPELINE with multiple cache
keys
## 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 -->
## 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
## Context
Deprecating legacy ObjectMetadata from cache in favor of flat entities.
Introducing utils to build byName/byNameSingular/byNamePlural in
isolated cases
## Next
- I had to introduce a util to build from flat to legacy
objectMetadataMaps, we should instead use flat maps directly when needed
(datasource, schema generation, etc)
- Deprecate metadata version in the cache
- Use the new cache strategy for flat entities with permissions and
feature flags and inject in the global datasource context
## Summary
This PR adds configurable response format support for AI agents,
allowing them to return either plain text or structured JSON data based
on a defined schema.
## Key Features
### 1. Agent Response Format Configuration
- Added `AgentResponseFormat` type supporting:
- `text`: Returns plain text responses (default)
- `json`: Returns structured JSON based on defined schema
- New `AgentResponseSchema` type moved to `twenty-shared/ai` for sharing
between frontend/backend
### 2. Settings UI
- New `SettingsAgentResponseFormat` component for configuring response
format
- Visual schema builder for defining JSON output structure
- Real-time validation and preview
- Integrated into agent settings tab
### 3. Workflow Integration
- AI Agent workflow action automatically uses agent's configured
response format
- Output schema dynamically generated from agent's response format
- Workflow variable picker shows structured fields for JSON responses
- Backward compatible with existing text-only agents
### 4. Backend Implementation
- Added `convertAgentSchemaToZod` utility to validate JSON responses
- Agent executor service handles both text and JSON generation
- Automatic agent creation/cloning when adding AI agent steps to
workflows
- Unique agent naming with conflict resolution
### 5. Database Migration
- Migration `1763622159656-update-agent-response-format.ts`
- Sets default `responseFormat` to `{"type":"text"}` for existing agents
- Updated all standard agents with proper response format
## Changes by Module
### Frontend (`twenty-front`)
- 🆕 `AgentResponseFormat` type
- 🆕 `SettingsAgentResponseFormat` component
- ✏️ Updated `WorkflowEditActionAiAgent` to support response format
configuration
- 🗑️ Removed deprecated `useAiAgentOutputSchema` hook and
`AiAgentOutputSchema` type
### Backend (`twenty-server`)
- 🆕 `AgentResponseFormat` type in agent entity
- 🆕 `convertAgentSchemaToZod` utility for schema validation
- ✏️ Updated `AiAgentExecutorService` to handle both text and JSON
generation
- ✏️ Updated `WorkflowSchemaWorkspaceService` to generate output schema
from agent config
- ✏️ Enhanced `WorkflowVersionStepOperationsWorkspaceService` with agent
creation/cloning
- 🆕 Agent naming constants for conflict resolution
### Shared (`twenty-shared`)
- 🆕 `AgentResponseSchema` type
- 🆕 `ModelConfiguration` type moved to shared package
- Updated exports in `ai/index.ts`
## Code Quality
- Removed useless comments following code style guidelines
- All linter checks passed
- Type-safe implementation with proper TypeScript types
## Testing
- ✅ Database migration tested
- ✅ Agent creation/cloning in workflows verified
- ✅ Response format switching (text ↔ JSON) validated
- ✅ Backward compatibility with existing agents confirmed
## Migration Notes
- Existing agents will have `responseFormat: {type: 'text'}` set
automatically
- No breaking changes - all existing functionality preserved
- Agents can be updated to use JSON format through settings UI
# Introduction
Remove the v2 feature flag for view-field field-metadata and
object-metadata metadata entities
## Some details
- Disabled nestjs-query for object metadata creation and explicitly
calling it
- removed all v1 integration tests files
## Remarks
Not remove v2 referencing in both filenaming right now will handle that
globally later
## Breaking change
Due to object metadata resolver createOne standardization had to rename
the input from `CreateObjectInput` to `CreateOneObjectInput`
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>
Implements permission intersection (AND logic) to prevent permission
escalation when agents act on behalf of users.
### Changes:
- **Permission Intersection**: Operations requiring both user AND agent
permissions
- **RoleContext Type**: Unified type supporting single `roleId` or
multiple `roleIds` for intersection
- **CRUD Services**: Updated to accept `roleContext` for granular
permission control
- **Agent Integration**: Chat agents now use user + agent role
intersection for all operations
- **ORM Layer**: Enhanced `getRepository` to support multi-role
permission checks
### Related:
- Part 2 of ["Acting on behalf of user" concept
PR](https://github.com/twentyhq/twenty/pull/15103)
[Closes#1661](https://github.com/twentyhq/core-team-issues/issues/1661)
---------
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
## Context
- All flatEntity should extend SyncableEntity
- SyncableEntity should now have applicationId and application relation
- Fix syncApp deletion, should now properly use migration v2 to delete
syncable entities
We want to update UserWorkspacePermissions from
```
export type UserWorkspacePermissions = {
permissionFlags: Record<PermissionFlagType, boolean>;
objectRecordsPermissions: Record<PermissionsOnAllObjectRecords, boolean>;
objectPermissions: ObjectsPermissionsDeprecated;
};
```
to
```
export type UserWorkspacePermissions = {
permissionFlags: Record<PermissionFlagType, boolean>;
objectsPermissions: ObjectsPermissions;
};
```
`ObjectsPermissionsDeprecated` and `ObjectsPermissions` are actually
very similar, they only have different key names (`canRead` vs
`canReadObjectRecords`)
To avoid brutal breaking changes, we will proceed in multiple steps:
1. This PR: adapt FE so it does not call objectRecordsPermissions
anymore + add the new objectsPermissions to UserWorkspacePermissions
without calling it yet in the FE
2. Remove objectRecordsPermissions in BE + use objectsPermissions in FE
instead of objectPermissions
3. Remove objectPermissions
- Renamed `WorkflowActionAdapter` to `ToolExecutorWorkflowAction`
- Renamed `settingPermission` table to `permissionFlag` and `setting`
column to `flag`
- Decoupled the send email logic from workflows to tools
- Add new `Tools Permission` section in FE
---------
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Félix Malfait <felix@twenty.com>
# Introduction
Following `FieldMetadataInterface` deprecation in
https://github.com/twentyhq/twenty/pull/13264
As for the previous PR will rename and remove all the file in a
secondary PR to avoid conflicts and over loading this one
## Improvements
Removed optional properties from the `objectMetadataEntity` model and
added utils to retrieve test data
## Notes
By touching to `ObjectMetadataDTO` I would have expected a twenty-front
codegenerated types mutation, but it does not seem to be granular enough
to null/undefined coercion
- Added a generic HTTP request tool, allowing agents and workflows to
make HTTP requests to external APIs with configurable method, headers,
and body.
- Decoupled HTTP request workflow nodes from workflow-specific types and
factories, introducing a generic tool interface.
- Updated agent system prompts to include explicit guidance for the HTTP
request tool, including when and how to use it, and how to communicate
limitations.
### Demo
https://github.com/user-attachments/assets/129bc445-a277-4a19-95ab-09f890f8f051
## Context
Add an eventEmitter instance to twenty datasources so we can emit DB
events.
Add input and output formatting to twenty orm (formatData, formatResult)
Those 2 elements simplified existing logic when we interact with the
ORM, input will be formatted by the ORM so we can directly use
field-like structure instead of column-like. The output will be
formatted, for builder queries it will be in `result.generatedMaps`
where `result.raw` preserves the previous column-like structure.
Important change: We now have an authContext that we can pass when we
get a repository, this will be used for the different events emitted in
the ORM. We also removed the caching for repositories as it was not
scaling well and not necessary imho
Note: An upcoming PR should handle the onDelete: cascade behavior where
we send DESTROY events in cascade when there is an onDelete: CASCADE on
the FK.
---------
Co-authored-by: Charles Bochet <charles@twenty.com>
In this PR
- introduction of fieldPermission entity
- addition of upsertFieldPermission in role resolver
- computing of permissions taking fieldPermission into account. In order
to limit what is stored in Redis we only store fields restrictions. For
instance for objectMetadata with id XXX with a restriction on field with
id YYY we store:
`"XXX":{"canRead":true,"canUpdate":false,"canSoftDelete":false,"canDestroy":false,"restrictedFields":{"YYY":{"canRead":false,"canUpdate":null}}}`
---------
Co-authored-by: Charles Bochet <charlesBochet@users.noreply.github.com>
This PR introduces a significant enhancement to the role-based
permission system by extending it to support AI agents, enabling them to
perform database operations based on assigned permissions.
## Key Changes
### 1. Database Schema Migration
- **Table Rename**: `userWorkspaceRole` → `roleTargets` to better
reflect its expanded purpose
- **New Column**: Added `agentId` (UUID, nullable) to support AI agent
role assignments
- **Constraint Updates**:
- Made `userWorkspaceId` nullable to accommodate agent-only role
assignments
- Added check constraint `CHK_role_targets_either_agent_or_user`
ensuring either `agentId` OR `userWorkspaceId` is set (not both)
### 2. Entity & Service Layer Updates
- **RoleTargetsEntity**: Updated with new `agentId` field and constraint
validation
- **AgentRoleService**: New service for managing agent role assignments
with validation
- **AgentService**: Enhanced to include role information when retrieving
agents
- **RoleResolver**: Added GraphQL mutations for `assignRoleToAgent` and
`removeRoleFromAgent`
### 3. AI Agent CRUD Operations
- **Permission-Based Tool Generation**: AI agents now receive database
tools based on their assigned role permissions
- **Dynamic Tool Creation**: The `AgentToolService` generates CRUD tools
(`create_*`, `find_*`, `update_*`, `soft_delete_*`, `destroy_*`) for
each object based on role permissions
- **Granular Permissions**: Supports both global role permissions
(`canReadAllObjectRecords`) and object-specific permissions
(`canReadObjectRecords`)
### 4. Frontend Integration
- **Role Assignment UI**: Added hooks and components for
assigning/removing roles from agents
## Demo
https://github.com/user-attachments/assets/41732267-742e-416c-b423-b687c2614c82
---------
Co-authored-by: Antoine Moreaux <moreaux.antoine@gmail.com>
Co-authored-by: Lucas Bordeau <bordeau.lucas@gmail.com>
Co-authored-by: Charles Bochet <charles@twenty.com>
Co-authored-by: Guillim <guillim@users.noreply.github.com>
Co-authored-by: Charles Bochet <charlesBochet@users.noreply.github.com>
Co-authored-by: Weiko <corentin@twenty.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: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: Marie <51697796+ijreilly@users.noreply.github.com>
Co-authored-by: martmull <martmull@hotmail.fr>
Co-authored-by: Thomas Trompette <thomas.trompette@sfr.fr>
Co-authored-by: Etienne <45695613+etiennejouan@users.noreply.github.com>
Co-authored-by: Baptiste Devessier <baptiste@devessier.fr>
Co-authored-by: nitin <142569587+ehconitin@users.noreply.github.com>
Co-authored-by: Paul Rastoin <45004772+prastoin@users.noreply.github.com>
Co-authored-by: prastoin <paul@twenty.com>
Co-authored-by: Vicky Wang <157669812+vickywxng@users.noreply.github.com>
Co-authored-by: Vicky Wang <vw92@cornell.edu>
Co-authored-by: Raphaël Bosi <71827178+bosiraphael@users.noreply.github.com>
Félix Malfait