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10 Commits

Author SHA1 Message Date
Félix Malfait 1efa3567ef Rename isUIReadOnly to isUIEditable, add isUICreatable, expose both to app developers (#21504)
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# UI capability flags: `isUIEditable` + `isUICreatable`

## Per-verb capability model

This PR replaces the negative `isUIReadOnly` metadata flag with
positive, per-verb capability flags (à la Salesforce
`createable`/`updateable`):

- **`isUIEditable: boolean`, default `true`** — rename of `isUIReadOnly`
with inverted polarity, on **both** `objectMetadata` and
`fieldMetadata`. It is one concept ("can the user edit this through the
generic UI?") at two altitudes, so it carries one name at both levels.
- **`isUICreatable: boolean`, default `true`** — new, **object-level
only** (fields have no create verb). When `false`, no generic UI
affordance to create a record of this object appears anywhere (table "+"
buttons, board column add, calendar add, relation-section "Add new",
record picker "Add new", command-menu create action and its keyboard
shortcut).

Both flags are **UI-affordance flags only**: the server does not block
create/edit mutations based on them, so the system, API, and workflows
continue to mutate these records freely. They are orthogonal statements
about the object's nature with no implication rule in the data model.
Because today's inline creation UX creates a blank record the user must
then edit, the frontend create predicate currently requires both
`isUICreatable` and effective editability.

There is no CREATE permission in `ObjectPermissions`; the frontend keeps
gating creation on `canUpdateObjectRecords` as a proxy, ANDed with the
new flags.

## Unified create predicate

All generic creation entry points now flow through one predicate,
`canCreateRecordsForObjectMetadataItem` (`isUICreatable` && not
`isSystem` && not effectively read-only, where effective read-only
covers `isUIEditable`, `isRemote`, and the `canUpdateObjectRecords`
proxy via `isObjectMetadataReadOnly`). This deletes the previously
hardcoded suppression lists:

- `isRecordTableCreateDisabled.ts` and its hardcoded
`WorkflowRun`/`WorkflowVersion` list — deleted; those objects (plus
`workspaceMember`) now declare `isUICreatable: false` in the standard
application instead.
- The hardcoded `workspaceMember` guard inside
`useAddNewRecordAndOpenSidePanel.ts` — deleted.
- The `CREATE_NEW_RECORD` command menu item's availability expression
now checks `objectMetadataItem.isUICreatable`, `isUIEditable`,
`isSystem`, and `isRemote`; a workspace upgrade command re-syncs the
expression in existing workspaces.

Component-local conditions (soft-delete filter active, layout
customization mode) stay in their components.

## GraphQL compatibility and removal plan

The schema delta versus main is **purely additive plus deprecations —
zero breaking changes**:

- `isUIReadOnly` remains on both the ObjectMetadata and FieldMetadata
GraphQL output types for **one release** as a deprecated field computed
as `!isUIEditable` (`deprecationReason: 'Use isUIEditable'`). The Twenty
frontend no longer queries it.
- `isUIReadOnly` also remains on the **input side** for one release
(`CreateFieldInput`, `UpdateFieldInput`, `FieldFilter`, `ObjectFilter`),
keeping the schema shape identical to main for those members. On create
it acts as a legacy alias mapped to `!isUIReadOnly` (`isUIEditable` wins
when both are provided); on update it is ignored, exactly as on main (it
was never an editable property). Filtering on the deprecated member
keeps working until the column is dropped at upgrade time; after that it
is a deprecated no-op surface kept only for schema compatibility.

**Removal plan for next release: drop `isUIReadOnly` from the output
DTOs (and resolvers' `@ResolveField`s), from the input/filter types,
from the create-input mapping, and the `@WasRemovedInUpgrade`-retained
entity columns and decorators.**

## ⚠️ Webhook / database-event payload shape change

The `database-event-payload` type in `twenty-shared` got a clean rename
(no alias): metadata snapshots in webhook and database-event payloads
now carry `isUIEditable` (and `isUICreatable` at object level) **instead
of** `isUIReadOnly`, with inverted polarity. Consumers of these payloads
that read `isUIReadOnly` must switch to `isUIEditable`.

## New manifest properties (app-developer DX)

Application developers can now set these flags in their app manifests
(purely additive — existing manifests and older `twenty-sdk` versions
are unaffected, defaults apply when omitted):

- `objects[].isUICreatable?: boolean` (default `true`)
- `objects[].isUIEditable?: boolean` (default `true`)
- `fields[].isUIEditable?: boolean` (default `true`)

The manifest converters previously hardcoded `isUIReadOnly: false`; they
now read the manifest values with `?? true` defaults. The types are
re-exported through `twenty-sdk` from `twenty-shared`.

## Migration & backfill

- One fast instance command: adds `isUIEditable` (NOT NULL default
`true`) on `core."objectMetadata"` and `core."fieldMetadata"`, backfills
`isUIEditable = false` exactly where `isUIReadOnly = true`, drops
`isUIReadOnly`, and adds `isUICreatable` (default `true`) on
`objectMetadata`. The `down` is the exact inverse. Uses `ADD/DROP COLUMN
IF (NOT) EXISTS`, matching the 2-12 drop-`isCustom` precedent. Verified
up and down in separate transactions against a dev database with exact
backfill counts.
- **Cross-version upgrade safety (multi-version self-hosted jumps):**
the upgrade sequence interleaves per version (instance → workspace
commands), so pre-2.13 workspace commands run **before** the 2.13 rename
when an old instance jumps several versions. Following the `isCustom`
precedent: `isUIEditable`/`isUICreatable` are marked
`@WasIntroducedInUpgrade` and `isUIReadOnly` stays on both entities as
`@WasRemovedInUpgrade`, so the upgrade-aware entity metadata adapter
hides the not-yet-existing columns (and keeps the legacy column live) at
pre-2.13 cursors. **No committed upgrade command outside the 2-13
directory is modified**: the old 1-21/2-8/2-9 commands keep their
original `isUIReadOnly: true` inputs, which still compile (entity
property retained, deprecated create-input alias mapped) and still
produce the correct legacy column writes pre-rename.
- A 2-13 workspace command (`sync-standard-ui-capability-flags`)
re-syncs `isUICreatable` **and** `isUIEditable` on standard objects and
`isUIEditable` on standard fields from the standard-application
definitions. This backfills `isUICreatable: false` on
`workflowRun`/`workflowVersion`/`workspaceMember` and heals fields
created mid-cross-upgrade by pre-2.13 commands (whose hidden
`isUIEditable` value cannot reach the insert). Both 2-13 sync commands
pass `isSystemBuild: true` — the flat metadata validator otherwise
rejects direct updates to system objects (verified against a
deliberately drifted dev database; the run is idempotent).
- A second 2-13 workspace command re-syncs the create-record command
availability expression.

## Testing

- Unit tests for `canCreateRecordsForObjectMetadataItem`
(flag/permission/system combinations) and for the manifest converters
(flags set / omitted → defaults).
- Full `upgrade --dry-run` boots the sequence (107 steps) and validates
the upgrade-aware decorator references; both 2-13 sync commands verified
end to end against real drift and re-run idempotently.
- Schema verified by live introspection after the input-alias restore:
all four input/filter members match main, output deprecations intact;
frontend metadata types and `twenty-client-sdk` schema regenerated from
the running server.
- Read-only-related and touched jest suites pass on both packages;
typecheck and lint pass on `twenty-server` and `twenty-front`.
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Co-authored-by: Cursor Agent <cursoragent@cursor.com>
2026-06-13 07:10:22 +02:00
Etienne b56fea69aa fix(ai) - optimize metadata CRUD tools (#21235)
Reduces output tokens for all 13 metadata tools by (~49%) based on
production sampling data.

GET tools (field + object metadata)

System fields are now returned as compact {id, name, type} instead of
the full ~20-key payload (opt-in includeFullSystemFields to get full
payload). System objects are similarly compacted to {id, nameSingular,
namePlural}.
Internal fields the agent never uses (searchVector, deletedAt, position,
updatedBy) are excluded entirely.
workspaceId and applicationId are hoisted into a response envelope
instead of being repeated on every record.
Null/default-false properties are stripped from custom field and object
payloads (e.g. options: null, settings: null, isUIReadOnly: false).

CUD tools (create/update/delete)

Create and update field tools now return {id, name, type, label} instead
of the full DTO.
Create and update object tools now return {id, nameSingular,
labelSingular} instead of the full DTO.
Delete tools return {id, success: true} instead of the full DTO of the
deleted entity.
Validation errors are grouped by message — e.g. 10 fields failing the
same check produce one line with all names instead of 10 identical
lines.

Learn schemas (all tools)

UUID pattern regex stripped from JSON schemas (keeps format: "uuid").
$schema and additionalProperties: false stripped from all generated
schemas.
All Zod .describe() annotations and tool descriptions shortened.
Skill & tool description updates:

All references to the removed list_object_metadata_items tool replaced
with get_object_metadata / get_field_metadata across skill instructions,
dashboard tools, view filter/sort tools, and MCP server instructions.
2026-06-08 11:55:29 +00:00
Lucas Bordeau cb3e32df86 Fix AI demo workspace skill (#18575)
This PR fixes what allows to have a working demo workspace skill.

- Skill updated many times into something that works
- Fixed infinite loop in AI chat by memoizing ai-sdk output
- Finished navigateToView implementation
- Increased MAX_STEPS to 300 so the chat don't quit in the middle of a
long running skill
- Added CreateManyRelationFields
2026-03-12 13:19:01 +01:00
Lucas Bordeau 2a82df7073 AI tools to create a demo workspace (#18236)
This PR adds the necessary tool to create a demo workspace with :
relevant custom objects and fields, mock data and a real dashboard with
graph widgets.

It is still a bit under-optimized and slow but it works.

This PR also adds an AI tool that allows to see what happens in real
time, it navigates the app and waits when necessary.

---------

Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2026-03-05 11:39:31 +01:00
Paul Rastoin 942d2fef83 Remove sync-metadata and IS_WORKSPACE_CREATION_V2_ENABLED feature flag (#16997)
# Introduction
Followup of
https://github.com/twentyhq/twenty/pull/17001#pullrequestreview-3638508738
close https://github.com/twentyhq/core-team-issues/issues/1910

We've completely decom the `sync-metadata` in production. We're now then
removing its implementation in favor of the v2.

## TODO:
- [x] Remove sync-metadata implem and commands
- [x] Remove workspace decorators 
- [x] Type each deprecated field to deprecated on their workspaceEntity
- [x] Remove the `workspace-sync-metadata` folder entirely
- [x] remove workspace migration
- [x] workspace migration removal migration
- [x] remove the `v2` references from workspace manager file names
- [x] remove the `v2` references from workspace manager modules
- [ ] Double check impact on translation file path updates


## Note
- Removed the gate logic
- Remains some service v2 naming, serverless needs to be migrated on v2
fully
- Removed workspaceMigration service app health consumption, making it
always returning up ( no more down ) cc @FelixMalfait ( quite obsolete
health check now, will require complete refactor once we introduce inter
app dependency etc )
2026-01-08 15:45:12 +00:00
Félix Malfait 0173e40a20 feat: Serverless Functions as AI Tools (#16919)
## Summary

This PR enables serverless functions to be exposed as AI tools, allowing
them to be used by AI agents.

### Changes

- Added new `SERVERLESS_FUNCTION` tool category
- Added `toolDescription`, `toolInputSchema`, and `toolOutputSchema`
fields to serverless functions
- Created database migration for the new schema columns
- Added tool index query and resolver for fetching available tools
- Added Settings AI page tabs (Skills, Tools, Settings) with new tools
table
- Added utility to convert tool schema to JSON schema format
- Updated frontend to display tools in the settings page

### Implementation Details

- Serverless functions can now define tool metadata (description,
input/output schemas)
- These functions are automatically registered in the tool registry
- The tool index endpoint allows querying available tools with their
schemas
- Settings page now has a dedicated Tools tab showing all available
tools
2026-01-05 11:13:06 +01:00
Félix Malfait 70a78aafe9 feat(ai): replace agent search with skills system (#16513)
## Summary

- Replace the agent search mechanism with a new skills-based system
- Add a `skills` module with predefined skill definitions that the AI
can load on demand
- Remove specialized agents (workflow-builder, data-manipulator,
dashboard-builder, metadata-builder, researcher), keeping only the
helper agent
- Add `recordReferences` to workflow creation tool for chip linking in
the UI

## Changes

### New Skills Module
- `skill-definitions.ts` - Contains 5 skill definitions with detailed
instructions
- `skills.service.ts` - Service to get skills by name
- `load-skill.tool.ts` - Tool for AI to load skills explicitly

### Removed
- `agent-search.tool.ts` - Replaced by skill loading
- Specialized agent definitions (converted to skills)

### Updated
- Chat execution now shows skill catalog in system prompt
- Workflow creation returns `recordReferences` for UI linking

## Test plan
- [ ] Verify AI can load skills using `load_skill` tool
- [ ] Verify skill content is returned correctly
- [ ] Verify workflow creation shows clickable chip in chat
- [ ] Verify helper agent still works
2025-12-12 06:51:25 +01:00
Félix Malfait 3cea19baf4 feat(ai): add view management tools for AI chat (#16495)
## Summary

Adds a new **VIEW** tool category for the AI chat, enabling it to work
with views:

- **get-views**: List views in the workspace, optionally filtered by
object metadata ID
- **get-view-query-parameters**: Convert a view's filters and sorts into
GraphQL query parameters that can be passed to existing `find_*` data
tools
- **create-view**, **update-view**, **delete-view**: CRUD operations for
view management

### Key design decisions

1. **No pagination duplication**: Instead of creating a
`find-records-from-view` tool that would duplicate pagination logic,
`get-view-query-parameters` returns filter/sort parameters that the AI
can pass to existing record-fetching tools.

2. **Permission model**:
- Read tools (get-views, get-view-query-parameters) are available to all
users
   - Write tools require the `VIEW` permission
   - UNLISTED views can only be modified by their creator

3. **Leverages existing utilities**: Uses
`computeRecordGqlOperationFilter` from `twenty-shared` for filter
conversion.

### Files changed

- Added `ViewToolProvider`, `ViewToolsFactory`, and
`ViewQueryParamsService`
- Added `VIEW` to `ToolCategory` enum and tool registry
- Updated `chat-execution.service.ts` to include view tools in the
catalog and pass viewId in browsing context
- Extracted shared `formatValidationErrors` utility to reduce
duplication

## Test plan

- [x] Unit tests for `ViewToolsFactory` 
- [x] Unit tests for `ViewQueryParamsService`
- [x] Lint and typecheck pass
2025-12-11 15:05:42 +01:00
Félix Malfait 2803292521 feat: add Metadata Builder agent for data model management (#16350)
## Summary

This PR adds a new **Metadata Builder** AI agent that specializes in
managing the workspace data model (creating objects, adding fields,
etc.).

## Changes

### New Files
- `data-model-manager-role.ts` - New standard role with `DATA_MODEL`
permission flag
- `metadata-builder-agent.ts` - New standard agent for data model
management

### Modified Files
- **ChatToolsProviderService**: Refactored to consolidate all
permission-based tools into a single `getChatTools()` method. Now
injects both workflow tools and metadata tools based on permissions.
- **AgentChatRoutingService**: Updated to use the new consolidated
`getChatTools()` method
- **AiChatModule**: Added imports for `ObjectMetadataModule` and
`FieldMetadataModule`
- **Router system prompt**: Added metadata-builder agent selection rules
with clear distinction between schema operations vs data operations
- **Metadata tools factories**: Improved error messages to show detailed
validation errors instead of generic messages

### Refactoring
- Renamed `index.ts` files to `standard-agent-definitions.ts` and
`standard-role-definitions.ts` to follow naming conventions
- Renamed exports from `standardAgentDefinitions` to
`STANDARD_AGENT_DEFINITIONS` (SCREAMING_SNAKE_CASE)

## Key Features

1. **Metadata Builder Agent** can:
   - Create new custom objects
   - Add fields to existing objects
   - Update object and field properties
   - Create relations between objects

2. **Permission-based tool injection**: Tools are automatically injected
based on the `DATA_MODEL` permission flag

3. **Improved routing**: The router now correctly distinguishes between:
   - "Create an object called Project" → metadata-builder (schema)
   - "Create a company called Acme" → data-manipulator (data)

4. **Better error messages**: Validation errors now show detailed
messages like:
   ```
   Validation errors:
   [objectMetadata] Name must be in camelCase format
   [objectMetadata] Label is required
   ```
2025-12-04 23:26:29 +01:00
Félix Malfait 34d7d82099 refactor(mcp): call metadata services directly instead of REST layer (#16349)
## Summary

Refactors MCP metadata tools to call underlying services directly
instead of going through the REST layer. This makes MCP a pure
presentation layer.

### Changes

**Created:**
-
`packages/twenty-server/src/engine/metadata-modules/metadata-tools/metadata-tools.module.ts`
- Module that exports MetadataToolsFactory
-
`packages/twenty-server/src/engine/metadata-modules/metadata-tools/services/metadata-tools.factory.ts`
- Factory that generates 8 metadata tools using Zod schemas:
- `get-object-metadata`, `create-object-metadata`,
`update-object-metadata`, `delete-object-metadata`
- `get-field-metadata`, `create-field-metadata`,
`update-field-metadata`, `delete-field-metadata`

**Modified:**
-
`packages/twenty-server/src/engine/api/mcp/services/mcp-metadata.service.ts`
- Uses new factory instead of REST-based services
- `packages/twenty-server/src/engine/api/mcp/mcp.module.ts` - Imports
MetadataToolsModule, removes old service imports

**Deleted:**
-
`packages/twenty-server/src/engine/api/mcp/services/tools/create.tools.service.ts`
-
`packages/twenty-server/src/engine/api/mcp/services/tools/update.tools.service.ts`
-
`packages/twenty-server/src/engine/api/mcp/services/tools/delete.tools.service.ts`
-
`packages/twenty-server/src/engine/api/mcp/services/tools/get.tools.service.ts`
-
`packages/twenty-server/src/engine/api/mcp/services/tools/mcp-metadata-tools.service.ts`

### Architecture Improvement

**Before:**
```
MCP Tool → MetadataQueryBuilderFactory → RestApiService → GraphQL API → Service
```

**After:**
```
MCP Tool → Service (ObjectMetadataService / FieldMetadataService)
```

This follows the pattern established by `direct-record-tools.factory.ts`
and workflow tools.
2025-12-04 22:21:16 +01:00