Commit graph

3 commits

Author SHA1 Message Date
Félix Malfait
6f251a6f8e
Add @mention support in AI Chat input (#17943)
## Summary
- Add `@mention` support to the AI Chat text input by replacing the
plain textarea with a minimal Tiptap editor and building a shared
`mention` module with reusable Tiptap extensions (`MentionTag`,
`MentionSuggestion`), search hook (`useMentionSearch`), and suggestion
menu — all shared with the existing BlockNote-based Notes mentions to
avoid code duplication
- Mentions are serialized as
`[[record:objectName:recordId:displayName]]` markdown (the format
already understood by the backend and rendered in chat messages), and
displayed using the existing `RecordLink` chip component for visual
consistency
- Fix images in chat messages overflowing their container by
constraining to `max-width: 100%`
- Fix web_search tool display showing literal `{query}` instead of the
actual query (ICU single-quote escaping issue in Lingui `t` tagged
templates)

## Test plan
- [ ] Open AI Chat, type `@` and verify the suggestion menu appears with
searchable records
- [ ] Select a mention from the dropdown (via click or keyboard
Enter/ArrowUp/Down) and verify the record chip renders inline
- [ ] Send a message containing a mention and verify it appears
correctly in the conversation as a clickable `RecordLink`
- [ ] Verify Enter sends the message when the suggestion menu is closed,
and selects a mention when the menu is open
- [ ] Verify images in AI chat responses are constrained to the
container width
- [ ] Verify the web_search tool step shows the actual search query
(e.g. "Searched the web for Salesforce") instead of `{query}`
- [ ] Verify Notes @mentions still work as before


Made with [Cursor](https://cursor.com)

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Co-authored-by: Cursor <cursoragent@cursor.com>
2026-02-14 14:37:33 +01:00
Félix Malfait
21c51ec251
Improve AI agent chat, tool display, and workflow agent management (#17876)
## Summary

- **Fix token renewal endpoint**: Use `/metadata` instead of `/graphql`
for token renewal in agent chat, fixing auth issues
- **Improve tool display**: Add `load_skills` support, show formatted
tool names (underscores → spaces) with finish/loading states, display
tool icons during loading, and support custom loading messages from tool
input
- **Refactor workflow agent management**: Replace direct
`AgentRepository` access with `AgentService` for create/delete/find
operations in workflow steps, improving encapsulation and consistency
- **Simplify Apollo client usage**: Remove explicit Apollo client
override in `useGetToolIndex`, add `AgentChatProvider` to
`AppRouterProviders`
- **Fix load-skill tool**: Change parameter type from `string` to `json`
for proper schema parsing
- **Update agent-chat-streaming**: Use `AgentService` for agent
resolution and tool registration instead of direct repository queries

## Test plan

- [ ] Verify AI agent chat works end-to-end (send message, receive
response)
- [ ] Verify tool steps display correctly with icons and proper messages
during loading and after completion
- [ ] Verify workflow AI agent step creation and deletion works
correctly
- [ ] Verify workflow version cloning preserves agent configuration
- [ ] Verify token renewal works when tokens expire during agent chat


Made with [Cursor](https://cursor.com)

---------

Co-authored-by: Cursor <cursoragent@cursor.com>
Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
2026-02-13 09:27:38 +00:00
Félix Malfait
3216b634a3
feat: improve AI chat - system prompt, tool output, context window display (#17769)
⚠️ **AI-generated PR — not ready for review** ⚠️

cc @FelixMalfait

---

## Changes

### System prompt improvements
- Explicit skill-before-tools workflow to prevent the model from calling
tools without loading the matching skill first
- Data efficiency guidance (default small limits, use filters)
- Pluralized `load_skill` → `load_skills` for consistency with
`load_tools`

### Token usage reduction
- Output serialization layer: strips null/undefined/empty values from
tool results
- Lowered default `find_*` limit from 100 → 10, max from 1000 → 100

### System object tool generation
- System objects (calendar events, messages, etc.) now generate AI tools
- Only workflow-related and favorite-related objects are excluded

### Context window display fix
- **Bug**: UI compared cumulative tokens (sum of all turns) against
single-request context window → showed 100% after a few turns
- **Fix**: Track `conversationSize` (last step's `inputTokens`) which
represents the actual conversation history size sent to the model
- New `conversationSize` column on thread entity with migration

### Workspace AI instructions
- Support for custom workspace-level AI instructions

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Co-authored-by: claude[bot] <41898282+claude[bot]@users.noreply.github.com>
2026-02-09 14:26:02 +01:00