## 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
## 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 -->
Félix Malfait