Félix Malfait
5df8fd90c3
## 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
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Personalize layouts with filters, sort, group by, kanban and table views
Customize your objects and fields
Create and manage permissions with custom roles
Automate workflow with triggers and actions
Emails, calendar events, files, and more
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