Commit Graph

18 Commits

Author SHA1 Message Date
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
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 f9ab09c404 Metadata api create entity in workspace custom app (#15911)
# Introduction
Cleaner and fewer scope version of
https://github.com/twentyhq/twenty/pull/15745 ( removed sync-metadata
hack through, too ambitious migration and upgrade )

Please note that this PR won't have any interaction with the existing
sync-metadata
Which mean that the sync metadata does not update the standard entities
applicationId and universalIdentifier, and it won't we will deprecate it
on favor of a workspace migration aka twenty-standard app installation

## API Metadata
Any operation going through the api metadata nows automatically scope
the related entity to the workspace custom application instance. (
optionally passing an applicationId to allow current hacky implem of app
sync service )

We need to either ignore the tests or remove the cli status check from
the blocking status badges for a PR to be merged

## New workspace
Already handled in previous
https://github.com/twentyhq/twenty/pull/15625, when a workspace is
created it gets created a twenty standard and custom workspace instance

All his views and permissions will be prefilled to the its twenty
standard app instance with a specific universalIdentifier

## New universalIdentifier
At the contrary as before with standardIds, universalIdentifier are
unique for a given workspace
This means that createdAt field of both object company and opportunity
will have a unique universalIdentifier whereas they share the same
standardId

## FlatApplication
Introduced the flatApplication and cache. Will migrate existing
`MetadataName` to be `SyncableMetadataName` in a following PR

## What's next
Next we will describe a twenty standard app configuration as json that
will be used to generate a workspace migration that will be run instead
of the sync metadata, in a nutshell we aim to deprecated the sync
metadata
So we can standardize any entity to have a non nullable applicationId
and universalIdentifier

## Upgrade command
Introduced an upgrade command that will create a custom workspace
instance for any workspace that do not have one in order to align with
the new behavior when creating a new workspace
2025-11-23 22:35:17 +01:00
Félix Malfait c5564d9bd0 [BREAKING CHANGE] refactor: Add Entity suffix to TypeORM entity classes (#15239)
## Summary

This PR refactors all TypeORM entity classes in the Twenty codebase to
include an 'Entity' suffix (e.g., User → UserEntity, Workspace →
WorkspaceEntity) to improve code clarity and follow TypeORM naming
conventions.

## Changes

### Entity Renaming
-  Renamed **57 core TypeORM entities** with 'Entity' suffix
-  Updated all related imports, decorators, and type references
-  Fixed Repository<T>, @InjectRepository(), and
TypeOrmModule.forFeature() patterns
-  Fixed @ManyToOne/@OneToMany/@OneToOne decorator references

### Backward Compatibility
-  Preserved GraphQL schema names using @ObjectType('OriginalName')
decorators
-  **No breaking changes** to GraphQL API
-  **No database migrations** required
-  File names unchanged (user.entity.ts remains as-is)

### Code Quality
-  Fixed **497 TypeScript errors** (82% reduction from 606 to 109)
-  **All linter checks passing**
-  Improved type safety across the codebase

## Entities Renamed

```
User → UserEntity
Workspace → WorkspaceEntity
ApiKey → ApiKeyEntity
AppToken → AppTokenEntity
UserWorkspace → UserWorkspaceEntity
Webhook → WebhookEntity
FeatureFlag → FeatureFlagEntity
ApprovedAccessDomain → ApprovedAccessDomainEntity
TwoFactorAuthenticationMethod → TwoFactorAuthenticationMethodEntity
WorkspaceSSOIdentityProvider → WorkspaceSSOIdentityProviderEntity
EmailingDomain → EmailingDomainEntity
KeyValuePair → KeyValuePairEntity
PublicDomain → PublicDomainEntity
PostgresCredentials → PostgresCredentialsEntity
...and 43 more entities
```

## Impact

### Files Changed
- **400 files** modified
- **2,575 insertions**, **2,191 deletions**

### Progress
-  **82% complete** (497/606 errors fixed)
- ⚠️ **109 TypeScript errors** remain (18% of original)

## Remaining Work

The 109 remaining TypeScript errors are primarily:

1. **Function signature mismatches** (~15 errors) - Test mocks with
incorrect parameter counts
2. **Entity type mismatches** (~25 errors) - UserEntity vs
UserWorkspaceEntity confusion
3. **Pre-existing issues** (~50 errors) - Null safety and DTO
compatibility (unrelated to refactoring)
4. **Import type issues** (~10 errors) - Entities imported with 'import
type' but used as values
5. **Minor decorator issues** (~9 errors) - onDelete property
configurations

These can be addressed in follow-up PRs without blocking this
refactoring.

## Testing Checklist

- [x] Linter passing
- [ ] Unit tests should be run (CI will verify)
- [ ] Integration tests should be run (CI will verify)
- [ ] Manual testing recommended for critical user flows

## Breaking Changes

**None** - This is a pure refactoring with full backward compatibility:
- GraphQL API unchanged (uses original entity names)
- Database schema unchanged
- External APIs unchanged

## Notes

- Created comprehensive `REFACTORING_STATUS.md` documenting the entire
process
- All temporary scripts have been cleaned up
- Branch: `refactor/add-entity-suffix-to-typeorm-entities`

## Reviewers

Please review especially:
- Entity renaming patterns
- GraphQL backward compatibility
- Any areas where entity types are confused (UserEntity vs
UserWorkspaceEntity)

---------

Co-authored-by: Charles Bochet <charles@twenty.com>
2025-10-22 09:55:20 +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
Weiko 533d7fe49a Deprecate legacy core datasource token (#14096) 2025-08-27 20:09:54 +02:00
Abdul Rahman e93adde4b8 Decouple Send Email node from workflows (#13322)
- 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>
2025-07-24 12:31:33 +02:00
Abdul Rahman 74b6466a57 feat: Add agent role assignment and database CRUD tools for AI agent nodes (#12888)
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>
2025-06-29 22:18:14 +02:00
Marie 4c94fc2803 [permissions V2] Remove feature flag (#12790) 2025-06-23 15:22:57 +00:00
Charles Bochet a68895189c Deprecate old relations completely (#12482)
# What

Fully deprecate old relations because we have one bug tied to it and it
make the codebase complex

# How I've made this PR:
1. remove metadata datasource (we only keep 'core') => this was causing
extra complexity in the refactor + flaky reset
2. merge dev and demo datasets => as I needed to update the tests which
is very painful, I don't want to do it twice
3. remove all code tied to RELATION_METADATA /
relation-metadata.resolver, or anything tied to the old relation system
4. Remove ONE_TO_ONE and MANY_TO_MANY that are not supported
5. fix impacts on the different areas : see functional testing below 

# Functional testing

## Functional testing from the front-end:
1. Database Reset 
2. Sign In 
3. Workspace sign-up 
5. Browsing table / kanban / show 
6. Assigning a record in a one to many / in a many to one 
7. Deleting a record involved in a relation  => broken but not tied to
this PR
8. "Add new" from relation picker  => broken but not tied to this PR
9. Creating a Task / Note, Updating a Task / Note relations, Deleting a
Task / Note (from table, show page, right drawer)  => broken but not
tied to this PR
10. creating a relation from settings (custom / standard x oneToMany /
manyToOne) 
11. updating a relation from settings should not be possible 
12. deleting a relation from settings (custom / standard x oneToMany /
manyToOne) 
13. Make sure timeline activity still work (relation were involved
there), espacially with Task / Note => to be double checked  => Cannot
convert undefined or null to object
14. Workspace deletion / User deletion  
15. CSV Import should keep working  
16. Permissions: I have tested without permissions V2 as it's still hard
to test v2 work and it's not in prod yet 
17. Workflows global test  

## From the API:
1. Review open-api documentation (REST)  
2. Make sure REST Api are still able to fetch relations ==> won't do, we
have a coupling Get/Update/Create there, this requires refactoring
3. Make sure REST Api is still able to update / remove relation => won't
do same

## Automated tests
1. lint + typescript 
2. front unit tests: 
3. server unit tests 2 
4. front stories: 
5. server integration: 
6. chromatic check : expected 0
7. e2e check : expected no more that current failures

## Remove // Todos
1. All are captured by functional tests above, nothing additional to do

## (Un)related regressions
1. Table loading state is not working anymore, we see the empty state
before table content
2. Filtering by Creator Tim Ap return empty results
3. Not possible to add Tasks / Notes / Files from show page

# Result

## New seeds that can be easily extended
<img width="1920" alt="image"
src="https://github.com/user-attachments/assets/d290d130-2a5f-44e6-b419-7e42a89eec4b"
/>

## -5k lines of code
## No more 'metadata' dataSource (we only have 'core)
## No more relationMetadata (I haven't drop the table yet it's not
referenced in the code anymore)
## We are ready to fix the 6 months lag between current API results and
our mocked tests
## No more bug on relation creation / deletion

---------

Co-authored-by: Weiko <corentin@twenty.com>
Co-authored-by: Félix Malfait <felix@twenty.com>
2025-06-10 16:45:27 +02:00
Weiko f210d274bf Role page various fixes (#12324)
Various fixes from fast follows

- Sort roles by alphabetical order
- Change some tooltips
- During role creation, role should have all permissions enabled by
default
- Changed Permission icons design and refactored duplicating logic in a
dedicated component
- Changed "Revoked by" design
- Display role icon in default role picker
- Workspace member avatar was missing in role list and member picker
- Set "seeded" member role as editable for new workspaces
- Various css fixes
2025-05-27 17:58:55 +02:00
Marie 4d78f5f97f [permissions] Improve performances using a cache for userWorkspaces roles (#11587)
In this PR we are 

- introducing a cached map `{ userworkspaceId: roleId } `to reduce calls
to get a userWorkspace's role (we were having N+1 around that with
combinedFindMany queries and generally having a lot of avoidable
queries)
- using the roles permissions cache (`{ roleId: { objectNameSingular:
{ canRead: bool, canUpdate: bool, ...} } `) in Permissions V1's
userHasObjectPermission, in order to 1) improve performances to avoid
calls to get roles 2) start using our permissions cache
2025-04-16 17:07:43 +02:00
Marie 162c6bcaa3 [permissions] Implement object-records permissions in query builders (#11458)
In this PR we are

- (if permissionsV2 is enabled) executing permission checks at query
builder level. To do so we want to override the query builders methods
that are performing db calls (.execute(), .getMany(), ... etc.) For now
I have just overriden some of the query builders methods for the poc. To
do so I created custom query builder classes that extend typeorm's query
builder (selectQueryBuilder and updateQueryBuilder, for now and later I
will tackle softDeleteQueryBuilder, etc.).
- adding a notion of roles permissions version and roles permissions
object to datasources. We will now use one datasource per roleId and
rolePermissionVersion. Both rolesPermissionsVersion and rolesPermissions
objects are stored in redis and recomputed at role update or if queried
and found empty. Unlike for metadata version we don't need to store a
version in the db that stands for the source of truth. We also don't
need to destroy and recreate the datasource if the rolesPermissions
version changes, but only to update the value for rolesPermissions and
rolesPermissionsVersions on the existing datasource.

What this PR misses
- computing of roles permissions should take into account
objectPermissions table (for now it only looks at what's on the roles
table)
- pursue extension of query builder classes and overriding of their db
calling-methods
- what should the behaviour be for calls from twentyOrmGlobalManager
that don't have a roleId?
2025-04-11 17:34:02 +02:00
Marie 7af90eb4c4 [permissions V2] Custom role deletion (#11187)
Closes https://github.com/twentyhq/core-team-issues/issues/616
2025-03-26 15:08:48 +01:00
Marie 4680bc740a [permissions V2] Upsert object and setting permissions (#11119)
Closes https://github.com/twentyhq/core-team-issues/issues/639
2025-03-25 11:07:51 +01:00
Marie a24e411384 [permissions] Add SettingsPermissionGuard on data model and roles features (#10063)
Adding SettingsPermissionsGuard to execute permission check. 

The guard is added directly in resolver, either at resolver level (ex:
roles) or resolver-endpoint level (ex: metadata). this can be challenged
!
2025-02-07 16:48:04 +01:00
Marie e3182a145d Implement updateRole (#10009)
In this PR, we are implementing the updateRole endpoint with the
following rules

1. A user can only update a member's role if they have the permission (=
the admin role)
2. Admin role can't be unassigned if there are no other admin in the
workspace
3. (For now) as members can only have one role for now, when they are
assigned a new role, they are first unassigned the other role (if any)
4. (For now) removing a member's admin role = leaving the member with no
role = calling updateRole with a null roleId
2025-02-05 18:02:14 +01:00
Marie 351e768038 [Permissions] Implement getRoles (#9955)
In this PR

- introducing roles module to separate roles logic (assign a Role, get a
workspace's roles etc.) from permission logic (check if a user has a
permission)
- Introduces getRoles endpoint to fetch a workspace's roles
- introduces the first permission check: getRoles in only accessible to
users with permission on ROLE setting. Implemented
validatesUserHasWorkspaceSettingPermissionOrThrow
2025-02-03 19:14:18 +01:00