Commit Graph
13 Commits
Author SHA1 Message Date
WeikoandGitHub 9bd8f94b3a Refactor global datasource part 3 (#16447)
## Context
Following https://github.com/twentyhq/twenty/pull/16399
Now using the new global orm manager everywhere and returning a
GlobalDatasource/WorkspaceDatasource based on a feature flag.
This means we now need to wrap all our ORM calls within
executeInWorkspaceContext callback (at least for now) so the global
datasource can dynamically hydrate its context via the new store (the
global datasource does not store anything related to workspaces as it is
now a unique singleton). If feature flag is off it still uses local data
stored in the workspace datasource.
2025-12-10 17:17:33 +01:00
Félix MalfaitandGitHub 5df8fd90c3 feat: simplify AI chat architecture and add record links (#16463)
## 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
2025-12-10 15:14:12 +01:00
WeikoandGitHub 859004f4fc Refactor global datasource part 2 (#16399)
## Context
Deprecating TwentyORMManager in favor of TwentyORMGlobalManager
(temporarily, as this will simplify the ultimate goal to later replace
all usages with the new TwentyORMGlobalManagerV2 which will have a
similar signature)
This means this PR had to refactor a bit of code to pass down the
workspaceId when not available directly as it is now a requirement,
meaning we also deprecated scopedWorkspaceContextFactory to have a less
obscure way to fetch the workspaceId and have something more
declarative.

Step 3 will be to update TwentyORMGlobalManager to use a featureFlag
toggling and use the new GlobalWorkspaceOrmManager internally using the
new cache service

Step 4 will be to remove the feature flag and pg_pool patch
2025-12-08 17:05:00 +01:00
Félix MalfaitandGitHub 9cecbaebc3 refactor(workflow-tools): reorganize to one file per tool with co-located schemas (#16313)
## Summary

Reorganizes workflow tools to improve maintainability and
discoverability by having one file per tool with co-located input
schemas.

## Changes

- Create individual tool files in `tools/` directory (11 files)
- Co-locate input schemas with their tool implementations
- Add shared types file for dependencies and context
- Simplify workspace service to aggregate tool factories
- Remove centralized `schemas/` directory

## New Structure

```
workflow-tools/
├── services/
│   └── workflow-tool.workspace-service.ts
├── tools/
│   ├── activate-workflow-version.tool.ts
│   ├── compute-step-output-schema.tool.ts
│   ├── create-complete-workflow.tool.ts
│   ├── create-draft-from-workflow-version.tool.ts
│   ├── create-workflow-version-edge.tool.ts
│   ├── create-workflow-version-step.tool.ts
│   ├── deactivate-workflow-version.tool.ts
│   ├── delete-workflow-version-edge.tool.ts
│   ├── delete-workflow-version-step.tool.ts
│   ├── update-workflow-version-positions.tool.ts
│   └── update-workflow-version-step.tool.ts
├── types/
│   └── workflow-tool-dependencies.type.ts
└── workflow-tools.module.ts
```

## Benefits

- **Co-location**: Schema and tool logic are in the same file
- **Single responsibility**: Each file handles one tool
- **Easier maintenance**: Changes to a tool only touch one file
- **Better discoverability**: File names match tool names
2025-12-04 21:06:49 +01:00
Thomas TrompetteandGitHub 259c8cde08 Remove automated trigger update (#15663)
Automated triggers are duplicated on version update.
2025-11-06 10:01:24 +00:00
Thomas TrompetteandGitHub d1330a4a8c Improve workflow performances (#15528)
- on draft creation, do not fetch the full version. Avoid the fetch of
steps and trigger
- on activation, we were performing 8 queries/mutations synchronously +
2 additional for automated triggers. I refacto the call it it gets
reduced to 4 queries/mutations + 2 additional for automated triggers
2025-11-03 17:23:01 +01:00
3bec43696f feat: multi role permission intersection (#15150)
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>
2025-10-19 09:30:05 +02:00
Thomas TrompetteandGitHub 2c34e1fb8a Allow bulk records for manual trigger (#14725)
https://github.com/user-attachments/assets/d6c565eb-9a29-4830-9396-5f979c8caa7b

- Added a new component for manual trigger (mostly duplicated from
previous one). Will remove the old one once all data are migrated
- Updated schema output so the current item of the iterator can be typed

Todo left:
- migrate old triggers
- add an util to search iterator output. Today current item fields will
be displayed as not found
- set new manual triggers for workflow runs
2025-09-26 14:17:40 +02:00
3cada58908 Migrate from Zod v3 to v4 (#14639)
Closes [#1526](https://github.com/twentyhq/core-team-issues/issues/1526)

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2025-09-24 18:29:05 +02:00
216d72b5d7 AI SDK v5 migration (#14549)
Co-authored-by: Félix Malfait <felix@twenty.com>
2025-09-22 22:13:43 +02:00
8d9617131c Feat: Add reasoning summary and tool details display for AI responses (#14414)
Closes [#1405](https://github.com/twentyhq/core-team-issues/issues/1405)

### Implemented Features
- Reasoning Summary: Collapsible display of AI thinking process with
real-time streaming
- Tool Execution: Detailed tool call rendering with expandable results
and loading states
- Error Handling: Clean error stream event display with proper
formatting


### Demo



https://github.com/user-attachments/assets/76ad29b7-d831-4bc8-a115-ad25f7ace6e2

<img width="504" height="819" alt="Screenshot 2025-09-12 at 3 23 39 AM"
src="https://github.com/user-attachments/assets/82dc177d-f009-4e8a-8901-ee1a49201984"
/>

---------

Co-authored-by: Félix Malfait <felix@twenty.com>
2025-09-17 11:30:24 +02:00
Thomas TrompetteandGitHub 7ac7f52510 Remove all saves from workflows (#14283)
- replace save by insert
- if the insert output is needed, cast the generatedMaps
- remove transactions from trigger services. Doing it manually would be
complex and not reliable
2025-09-03 15:41:03 +02:00
Abdul RahmanGitHubFélix Malfaitgreptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
9098df7ddf Add preconfigured Workflow creation agent (#13855)
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
Co-authored-by: greptile-apps[bot] <165735046+greptile-apps[bot]@users.noreply.github.com>
2025-08-27 14:20:38 +02:00