Merge pull request #1443 from CREDO23/feature-automations

[Feat] Automation V1 — Scheduled Agent Tasks, Created via Chat (HITL) or JSON

surfsense_web/components/json-metadata-viewer.tsx

@@ -1,6 +1,6 @@
 import { FileJson } from "lucide-react";
 import React from "react";
-import { defaultStyles, JsonView } from "react-json-view-lite";
+import { JsonView } from "@/components/json-view";
 import { Button } from "@/components/ui/button";
 import {
 	Dialog,
@@ -10,7 +10,6 @@ import {
 	DialogTrigger,
 } from "@/components/ui/dialog";
 import { Spinner } from "@/components/ui/spinner";
-import "react-json-view-lite/dist/index.css";
 
 interface JsonMetadataViewerProps {
 	title: string;
@@ -56,13 +55,13 @@ export function JsonMetadataViewer({
 							{title} - Metadata
 						</DialogTitle>
 					</DialogHeader>
-					<div className="mt-2 sm:mt-4 p-2 sm:p-4 bg-muted/30 rounded-md text-xs sm:text-sm">
+					<div className="mt-2 sm:mt-4 p-2 sm:p-4 bg-muted/30 rounded-md text-xs sm:text-sm overflow-auto">
 						{loading ? (
 							<div className="flex items-center justify-center py-12">
 								<Spinner size="lg" className="text-muted-foreground" />
 							</div>
 						) : (
-							<JsonView data={jsonData} style={defaultStyles} />
+							<JsonView src={jsonData} collapsed={2} />
 						)}
 					</div>
 				</DialogContent>
@@ -87,8 +86,8 @@ export function JsonMetadataViewer({
 						{title} - Metadata
 					</DialogTitle>
 				</DialogHeader>
-				<div className="mt-2 sm:mt-4 p-2 sm:p-4 bg-muted/30 rounded-md text-xs sm:text-sm">
-					<JsonView data={jsonData} style={defaultStyles} />
+				<div className="mt-2 sm:mt-4 p-2 sm:p-4 bg-muted/30 rounded-md text-xs sm:text-sm overflow-auto">
+					<JsonView src={jsonData} collapsed={2} />
 				</div>
 			</DialogContent>
 		</Dialog>

surfsense_web/components/json-view.tsx

@@ -0,0 +1,93 @@
+"use client";
+
+import ReactJson, { type InteractionProps } from "@microlink/react-json-view";
+import { useTheme } from "next-themes";
+import { useCallback, useMemo } from "react";
+
+/**
+ * Shared JSON viewer/editor wrapper around @microlink/react-json-view.
+ *
+ * One component, dual mode: passing ``editable`` + ``onChange`` enables
+ * inline value editing, key renaming, add and delete. Omitting them
+ * yields a read-only viewer. The underlying library is uncontrolled — it
+ * mutates its own internal copy of ``src`` and surfaces the final tree on
+ * each interaction via ``updated_src``, which we forward to ``onChange``.
+ *
+ * Theme follows ``next-themes``: a dark base-16 palette in dark mode, the
+ * library's neutral default in light mode. Defaults are tuned for our
+ * compact UI surfaces (no data-type labels, no key quotes, triangle icons,
+ * tight indent).
+ */
+export interface JsonViewProps {
+	/** The JSON value to display. Primitives are wrapped under ``{ value }``
+	 *  because the underlying library requires an object root. */
+	src: unknown;
+	/** Enables value/key editing + add + delete. Requires ``onChange`` to
+	 *  observe the result; without it the toggle is silently a no-op. */
+	editable?: boolean;
+	/** Called with the full updated tree on every accepted interaction. */
+	onChange?: (next: unknown) => void;
+	/** Collapse depth. ``true`` collapses everything past the root; a number
+	 *  collapses from that depth onward. */
+	collapsed?: boolean | number;
+	/** Root label. Default ``false`` (no label — saves vertical space). */
+	name?: string | false;
+	className?: string;
+}
+
+const DARK_THEME = "monokai" as const;
+const LIGHT_THEME = "rjv-default" as const;
+
+const SHARED_DEFAULTS = {
+	iconStyle: "triangle" as const,
+	indentWidth: 2,
+	enableClipboard: true,
+	displayDataTypes: false,
+	displayObjectSize: true,
+	quotesOnKeys: false,
+	collapseStringsAfterLength: 80,
+};
+
+export function JsonView({
+	src,
+	editable = false,
+	onChange,
+	collapsed = 2,
+	name = false,
+	className,
+}: JsonViewProps) {
+	const { resolvedTheme } = useTheme();
+	const theme = resolvedTheme === "dark" ? DARK_THEME : LIGHT_THEME;
+
+	// The library throws on non-object roots. Wrap primitives and null/undefined.
+	const safeSrc = useMemo(() => {
+		if (src && typeof src === "object") return src as object;
+		return { value: src };
+	}, [src]);
+
+	const handleChange = useCallback(
+		(interaction: InteractionProps) => {
+			onChange?.(interaction.updated_src);
+			return true;
+		},
+		[onChange]
+	);
+
+	const interactive = editable && onChange ? handleChange : (false as const);
+
+	return (
+		<div className={className}>
+			<ReactJson
+				src={safeSrc}
+				name={name}
+				theme={theme}
+				collapsed={collapsed}
+				onEdit={interactive}
+				onAdd={interactive}
+				onDelete={interactive}
+				style={{ backgroundColor: "transparent", fontSize: 12, fontFamily: "var(--font-mono)" }}
+				{...SHARED_DEFAULTS}
+			/>
+		</div>
+	);
+}

surfsense_web/components/layout/providers/LayoutDataProvider.tsx

@@ -2,7 +2,7 @@
 
 import { useQuery, useQueryClient } from "@tanstack/react-query";
 import { useAtom, useAtomValue, useSetAtom } from "jotai";
-import { AlertTriangle, Inbox, LibraryBig } from "lucide-react";
+import { AlertTriangle, Inbox, LibraryBig, Workflow } from "lucide-react";
 import { useParams, usePathname, useRouter } from "next/navigation";
 import { useTranslations } from "next-intl";
 import { useTheme } from "next-themes";
@@ -334,9 +334,10 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 	}, [threadsData, searchSpaceId]);
 
 	// Navigation items
-	// Inbox is rendered explicitly below "New chat" in the sidebar (it is also
-	// surfaced in the icon rail's collapsed mode via this list). Announcements
-	// has been moved to the avatar dropdown and is no longer a nav item.
+	// Inbox, Automations, and Documents are rendered explicitly below "New chat"
+	// in the sidebar (also surfaced in the icon rail's collapsed mode via this
+	// list). Announcements has been moved to the avatar dropdown.
+	const isAutomationsActive = pathname?.includes("/automations") === true;
 	const navItems: NavItem[] = useMemo(
 		() =>
 			(
@@ -348,6 +349,12 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 						isActive: isInboxSidebarOpen,
 						badge: totalUnreadCount > 0 ? formatInboxCount(totalUnreadCount) : undefined,
 					},
+					{
+						title: "Automations",
+						url: `/dashboard/${searchSpaceId}/automations`,
+						icon: Workflow,
+						isActive: isAutomationsActive,
+					},
 					isMobile
 						? {
 								title: "Documents",
@@ -358,7 +365,14 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 						: null,
 				] as (NavItem | null)[]
 			).filter((item): item is NavItem => item !== null),
-		[isMobile, isInboxSidebarOpen, isDocumentsSidebarOpen, totalUnreadCount]
+		[
+			isMobile,
+			isInboxSidebarOpen,
+			isDocumentsSidebarOpen,
+			totalUnreadCount,
+			searchSpaceId,
+			isAutomationsActive,
+		]
 	);
 
 	// Handlers
@@ -659,12 +673,14 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 	const isUserSettingsPage = pathname?.includes("/user-settings") === true;
 	const isSearchSpaceSettingsPage = pathname?.includes("/search-space-settings") === true;
 	const isTeamPage = pathname?.endsWith("/team") === true;
+	const isAutomationsPage = pathname?.includes("/automations") === true;
 	const useWorkspacePanel =
 		pathname?.endsWith("/buy-more") === true ||
 		pathname?.endsWith("/more-pages") === true ||
 		isUserSettingsPage ||
 		isSearchSpaceSettingsPage ||
-		isTeamPage;
+		isTeamPage ||
+		isAutomationsPage;
 
 	return (
 		<>
@@ -704,12 +720,16 @@ export function LayoutDataProvider({ searchSpaceId, children }: LayoutDataProvid
 				isChatPage={isChatPage}
 				useWorkspacePanel={useWorkspacePanel}
 				workspacePanelViewportClassName={
-					isUserSettingsPage || isSearchSpaceSettingsPage || isTeamPage
+					isUserSettingsPage || isSearchSpaceSettingsPage || isTeamPage || isAutomationsPage
 						? "items-start justify-center px-6 py-8 md:px-10 md:py-10"
 						: undefined
 				}
 				workspacePanelContentClassName={
-					isUserSettingsPage || isSearchSpaceSettingsPage || isTeamPage ? "max-w-5xl" : undefined
+					isAutomationsPage
+						? "max-w-none"
+						: isUserSettingsPage || isSearchSpaceSettingsPage || isTeamPage
+							? "max-w-5xl"
+							: undefined
 				}
 				isLoadingChats={isLoadingThreads}
 				activeSlideoutPanel={activeSlideoutPanel}

surfsense_web/components/layout/ui/sidebar/Sidebar.tsx

@@ -140,16 +140,26 @@ export function Sidebar({
 	const t = useTranslations("sidebar");
 	const [openDropdownChatId, setOpenDropdownChatId] = useState<number | null>(null);
 
-	// Inbox and Documents are rendered explicitly right below New Chat. Pull
-	// them out of the nav items list so they don't also appear in the bottom
-	// NavSection. Documents is only present in navItems on mobile.
+	// Inbox, Automations, and Documents are rendered explicitly right below
+	// New Chat. Pull them out of the nav items list so they don't also appear
+	// in the bottom NavSection. Documents is only present in navItems on
+	// mobile; Automations is identified by URL suffix so the same code path
+	// works across search spaces.
 	const inboxItem = useMemo(() => navItems.find((item) => item.url === "#inbox"), [navItems]);
+	const automationsItem = useMemo(
+		() => navItems.find((item) => item.url.endsWith("/automations")),
+		[navItems]
+	);
 	const documentsItem = useMemo(
 		() => navItems.find((item) => item.url === "#documents"),
 		[navItems]
 	);
 	const footerNavItems = useMemo(
-		() => navItems.filter((item) => item.url !== "#inbox" && item.url !== "#documents"),
+		() =>
+			navItems.filter(
+				(item) =>
+					item.url !== "#inbox" && item.url !== "#documents" && !item.url.endsWith("/automations")
+			),
 		[navItems]
 	);
 
@@ -227,6 +237,16 @@ export function Sidebar({
 						}
 					/>
 				)}
+				{automationsItem && (
+					<SidebarButton
+						icon={automationsItem.icon}
+						label={automationsItem.title}
+						onClick={() => onNavItemClick?.(automationsItem)}
+						isCollapsed={isCollapsed}
+						isActive={automationsItem.isActive}
+						tooltipContent={isCollapsed ? automationsItem.title : undefined}
+					/>
+				)}
 				{documentsItem && (
 					<SidebarButton
 						icon={documentsItem.icon}

surfsense_web/components/settings/roles-manager.tsx

@@ -23,6 +23,7 @@ import {
 	Unplug,
 	Users,
 	Video,
+	Workflow,
 } from "lucide-react";
 import { useCallback, useEffect, useMemo, useState } from "react";
 import { toast } from "sonner";
@@ -126,6 +127,12 @@ const CATEGORY_CONFIG: Record<
 		description: "Generate AI podcasts from content",
 		order: 5,
 	},
+	automations: {
+		label: "Automations",
+		icon: Workflow,
+		description: "Scheduled and event-driven agent tasks",
+		order: 5.5,
+	},
 	connectors: {
 		label: "Connectors",
 		icon: Unplug,
@@ -200,6 +207,10 @@ const ROLE_PRESETS = {
 			"podcasts:create",
 			"podcasts:read",
 			"podcasts:update",
+			"automations:create",
+			"automations:read",
+			"automations:update",
+			"automations:execute",
 			"connectors:create",
 			"connectors:read",
 			"connectors:update",
@@ -220,6 +231,7 @@ const ROLE_PRESETS = {
 			"comments:read",
 			"llm_configs:read",
 			"podcasts:read",
+			"automations:read",
 			"connectors:read",
 			"logs:read",
 			"members:view",
@@ -240,6 +252,10 @@ const ROLE_PRESETS = {
 			"comments:read",
 			"llm_configs:read",
 			"podcasts:read",
+			"automations:create",
+			"automations:read",
+			"automations:update",
+			"automations:execute",
 			"connectors:read",
 			"logs:read",
 			"members:view",

surfsense_web/components/tool-ui/automation/automation-draft-preview.tsx

@@ -0,0 +1,183 @@
+"use client";
+import { CalendarClock, ChevronDown, ChevronRight, ListOrdered, Target } from "lucide-react";
+import { useState } from "react";
+import { describeCron } from "@/lib/automations/describe-cron";
+
+interface DraftTrigger {
+	type: string;
+	params: Record<string, unknown>;
+	static_inputs: Record<string, unknown>;
+	enabled: boolean;
+}
+
+interface DraftPlanStep {
+	step_id: string;
+	action: string;
+	when?: string | null;
+}
+
+interface AutomationDraft {
+	name: string;
+	description?: string | null;
+	definition: {
+		goal?: string | null;
+		plan: DraftPlanStep[];
+	};
+	triggers: DraftTrigger[];
+}
+
+interface AutomationDraftPreviewProps {
+	draft: AutomationDraft;
+	/** Full unmodified args dict — surfaced as the "raw JSON" escape hatch. */
+	raw: Record<string, unknown>;
+}
+
+/**
+ * Structured preview of a drafted automation rendered inside the chat
+ * approval card.
+ *
+ * Three layers, top to bottom:
+ *   1. Name + description (and goal when present).
+ *   2. Triggers — humanised cron string + timezone + static_inputs hint.
+ *   3. Plan steps — ordered list of ``step_id → action``.
+ *
+ * A "View raw JSON" toggle reveals the full payload for power users who
+ * want to inspect every field; it's collapsed by default so the card
+ * stays scannable for the common case.
+ */
+export function AutomationDraftPreview({ draft, raw }: AutomationDraftPreviewProps) {
+	const [showRaw, setShowRaw] = useState(false);
+
+	return (
+		<div className="space-y-4 text-sm">
+			<div className="space-y-1">
+				<p className="font-medium text-foreground">{draft.name}</p>
+				{draft.description && <p className="text-xs text-muted-foreground">{draft.description}</p>}
+			</div>
+
+			{draft.definition.goal && (
+				<Section icon={Target} label="Goal">
+					<p className="text-xs text-foreground">{draft.definition.goal}</p>
+				</Section>
+			)}
+
+			<Section icon={CalendarClock} label={`Triggers · ${draft.triggers.length}`}>
+				{draft.triggers.length === 0 ? (
+					<p className="text-xs text-muted-foreground">
+						No triggers — automation will need one before it can run.
+					</p>
+				) : (
+					<ul className="space-y-1.5">
+						{draft.triggers.map((trigger) => (
+							<li
+								key={triggerKey(trigger)}
+								className="rounded-md border border-border/60 bg-background/50 px-3 py-2 text-xs"
+							>
+								<TriggerLine trigger={trigger} />
+							</li>
+						))}
+					</ul>
+				)}
+			</Section>
+
+			<Section
+				icon={ListOrdered}
+				label={`Plan · ${draft.definition.plan.length} step${draft.definition.plan.length === 1 ? "" : "s"}`}
+			>
+				<ol className="space-y-1 text-xs">
+					{draft.definition.plan.map((step, idx) => (
+						<li key={step.step_id} className="flex items-start gap-2">
+							<span className="inline-flex h-4 w-4 items-center justify-center rounded-full bg-muted text-[10px] font-medium text-muted-foreground shrink-0 mt-0.5">
+								{idx + 1}
+							</span>
+							<div className="min-w-0">
+								<span className="font-medium text-foreground">{step.step_id}</span>
+								<span className="text-muted-foreground"> → </span>
+								<code className="font-mono text-muted-foreground">{step.action}</code>
+								{step.when && <span className="ml-2 text-muted-foreground">when {step.when}</span>}
+							</div>
+						</li>
+					))}
+				</ol>
+			</Section>
+
+			<button
+				type="button"
+				onClick={() => setShowRaw((value) => !value)}
+				className="inline-flex items-center gap-1 text-xs text-muted-foreground hover:text-foreground"
+			>
+				{showRaw ? (
+					<ChevronDown className="h-3 w-3" aria-hidden />
+				) : (
+					<ChevronRight className="h-3 w-3" aria-hidden />
+				)}
+				{showRaw ? "Hide raw JSON" : "View raw JSON"}
+			</button>
+			{showRaw && (
+				<pre className="rounded-md bg-muted/40 px-3 py-2 text-[11px] font-mono text-foreground overflow-x-auto whitespace-pre-wrap break-words max-h-72">
+					{JSON.stringify(raw, null, 2)}
+				</pre>
+			)}
+		</div>
+	);
+}
+
+/**
+ * Stable key derived from the trigger's identifying fields. Drafts are
+ * static snapshots so collisions only happen if the LLM emits two literally
+ * identical triggers — harmless in practice.
+ */
+function triggerKey(trigger: DraftTrigger): string {
+	const cron = typeof trigger.params.cron === "string" ? trigger.params.cron : "";
+	const tz = typeof trigger.params.timezone === "string" ? trigger.params.timezone : "";
+	return `${trigger.type}|${cron}|${tz}`;
+}
+
+function TriggerLine({ trigger }: { trigger: DraftTrigger }) {
+	if (trigger.type === "schedule") {
+		const cron = typeof trigger.params.cron === "string" ? trigger.params.cron : undefined;
+		const tz = typeof trigger.params.timezone === "string" ? trigger.params.timezone : "UTC";
+		const human = cron ? describeCron(cron) : "Schedule";
+		const staticKeys = Object.keys(trigger.static_inputs ?? {});
+		return (
+			<div className="space-y-1">
+				<div className="flex items-center gap-2 flex-wrap">
+					<span className="font-medium text-foreground">{human}</span>
+					<span className="text-muted-foreground">· {tz}</span>
+					{!trigger.enabled && (
+						<span className="rounded-md border border-border/60 px-1.5 py-0.5 text-[10px] text-muted-foreground">
+							Disabled
+						</span>
+					)}
+				</div>
+				{cron && <code className="font-mono text-muted-foreground">{cron}</code>}
+				{staticKeys.length > 0 && (
+					<p className="text-muted-foreground">
+						Static inputs: <span className="text-foreground">{staticKeys.join(", ")}</span>
+					</p>
+				)}
+			</div>
+		);
+	}
+	return <span className="capitalize text-foreground">{trigger.type}</span>;
+}
+
+function Section({
+	icon: Icon,
+	label,
+	children,
+}: {
+	icon: typeof Target;
+	label: string;
+	children: React.ReactNode;
+}) {
+	return (
+		<div className="space-y-1.5">
+			<div className="flex items-center gap-1.5 text-[11px] font-medium text-muted-foreground uppercase tracking-wider">
+				<Icon className="h-3 w-3" aria-hidden />
+				{label}
+			</div>
+			{children}
+		</div>
+	);
+}

surfsense_web/components/tool-ui/automation/create-automation.tsx

@@ -0,0 +1,427 @@
+"use client";
+
+import type { ToolCallMessagePartProps } from "@assistant-ui/react";
+import { useAtomValue } from "jotai";
+import { AlertCircle, CornerDownLeftIcon, ExternalLink, Pencil, Workflow } from "lucide-react";
+import Link from "next/link";
+import { useCallback, useEffect, useMemo, useState } from "react";
+import { activeSearchSpaceIdAtom } from "@/atoms/search-spaces/search-space-query.atoms";
+import { JsonView } from "@/components/json-view";
+import { TextShimmerLoader } from "@/components/prompt-kit/loader";
+import { Button } from "@/components/ui/button";
+import { automationCreateRequest } from "@/contracts/types/automation.types";
+import type { HitlDecision, InterruptResult } from "@/features/chat-messages/hitl";
+import { isInterruptResult, useHitlDecision, useHitlPhase } from "@/features/chat-messages/hitl";
+import { AutomationDraftPreview } from "./automation-draft-preview";
+
+const editArgsSchema = automationCreateRequest.omit({ search_space_id: true });
+
+// ----------------------------------------------------------------------------
+// Result discrimination — mirrors the backend return shapes in
+// app/agents/multi_agent_chat/main_agent/tools/automation/create.py.
+// ----------------------------------------------------------------------------
+
+type AutomationCreateContext = {
+	search_space_id?: number;
+};
+
+interface SavedResult {
+	status: "saved";
+	automation_id: number;
+	name: string;
+}
+
+interface RejectedResult {
+	status: "rejected";
+	message?: string;
+}
+
+interface InvalidResult {
+	status: "invalid";
+	issues: string[];
+	raw?: unknown;
+}
+
+interface ErrorResult {
+	status: "error";
+	message: string;
+}
+
+type CreateAutomationResult =
+	| InterruptResult<AutomationCreateContext>
+	| SavedResult
+	| RejectedResult
+	| InvalidResult
+	| ErrorResult;
+
+function hasStatus(value: unknown, status: string): boolean {
+	return (
+		typeof value === "object" &&
+		value !== null &&
+		"status" in value &&
+		(value as { status: unknown }).status === status
+	);
+}
+
+// ----------------------------------------------------------------------------
+// Approval card — pending → processing → complete / rejected.
+//
+// Edit toggle reuses the same primitives as the Create-via-JSON page: raw
+// textarea, Format, Zod validation against ``AutomationCreate`` (minus the
+// ``search_space_id`` field, which the backend injects). Approve dispatches
+// an ``edit`` decision with the parsed args when edits are pending, otherwise
+// a plain ``approve``. Multi-turn chat refinement still works as a fallback.
+// ----------------------------------------------------------------------------
+
+interface ApprovalCardProps {
+	args: Record<string, unknown>;
+	interruptData: InterruptResult<AutomationCreateContext>;
+	onDecision: (decision: HitlDecision) => void;
+}
+
+function ApprovalCard({ args, interruptData, onDecision }: ApprovalCardProps) {
+	const { phase, setProcessing, setRejected } = useHitlPhase(interruptData);
+
+	const reviewConfig = interruptData.review_configs[0];
+	const allowedDecisions = reviewConfig?.allowed_decisions ?? ["approve", "reject"];
+	const canApprove = allowedDecisions.includes("approve");
+	const canReject = allowedDecisions.includes("reject");
+	const canEdit = allowedDecisions.includes("edit");
+
+	const [pendingEdits, setPendingEdits] = useState<Record<string, unknown> | null>(null);
+	const [isEditing, setIsEditing] = useState(false);
+
+	const effectiveArgs = pendingEdits ?? args;
+	const draft = useMemo(() => extractDraft(effectiveArgs), [effectiveArgs]);
+
+	const handleApprove = useCallback(() => {
+		if (phase !== "pending" || !canApprove || isEditing) return;
+		setProcessing();
+		onDecision({
+			type: pendingEdits ? "edit" : "approve",
+			edited_action: {
+				name: interruptData.action_requests[0]?.name ?? "create_automation",
+				args: pendingEdits ?? args,
+			},
+		});
+	}, [phase, canApprove, isEditing, setProcessing, onDecision, interruptData, args, pendingEdits]);
+
+	const handleReject = useCallback(() => {
+		if (phase !== "pending" || !canReject || isEditing) return;
+		setRejected();
+		onDecision({ type: "reject", message: "User rejected the automation draft." });
+	}, [phase, canReject, isEditing, setRejected, onDecision]);
+
+	useEffect(() => {
+		if (isEditing) return;
+		const handler = (e: KeyboardEvent) => {
+			if (e.key === "Enter" && !e.shiftKey && !e.ctrlKey && !e.metaKey) {
+				handleApprove();
+			}
+		};
+		window.addEventListener("keydown", handler);
+		return () => window.removeEventListener("keydown", handler);
+	}, [handleApprove, isEditing]);
+
+	return (
+		<div className="my-4 max-w-lg overflow-hidden rounded-2xl border bg-muted/30 transition-[box-shadow] duration-300">
+			<div className="flex items-start justify-between gap-3 px-5 pt-5 pb-4 select-none">
+				<div className="flex items-start gap-3 min-w-0">
+					<Workflow className="h-5 w-5 text-muted-foreground mt-0.5 shrink-0" aria-hidden />
+					<div className="min-w-0">
+						<p className="text-sm font-semibold text-foreground">
+							{phase === "rejected"
+								? "Automation cancelled"
+								: phase === "processing"
+									? "Saving automation"
+									: phase === "complete"
+										? "Automation saved"
+										: "Create automation"}
+						</p>
+						{phase === "processing" ? (
+							<TextShimmerLoader
+								text={pendingEdits ? "Saving with your edits" : "Saving automation"}
+								size="sm"
+							/>
+						) : phase === "complete" ? (
+							<p className="text-xs text-muted-foreground mt-0.5">
+								{pendingEdits
+									? "Automation saved with your edits"
+									: "Automation created from this draft"}
+							</p>
+						) : phase === "rejected" ? (
+							<p className="text-xs text-muted-foreground mt-0.5">
+								No automation was saved — ask in chat to refine and try again.
+							</p>
+						) : (
+							<p className="text-xs text-muted-foreground mt-0.5">
+								{pendingEdits
+									? "Showing your edits. Approve to save, or edit again."
+									: "Review and approve to save. Edit for fine-tuning, or reply in chat for a redraft."}
+							</p>
+						)}
+					</div>
+				</div>
+				{phase === "pending" && canEdit && !isEditing && (
+					<Button
+						size="sm"
+						variant="ghost"
+						className="rounded-lg text-muted-foreground -mt-1 -mr-2 shrink-0"
+						onClick={() => setIsEditing(true)}
+					>
+						<Pencil className="size-3.5" />
+						Edit
+					</Button>
+				)}
+			</div>
+
+			<div className="mx-5 h-px bg-border/50" />
+			<div className="px-5 py-4">
+				{isEditing ? (
+					<JsonEditor
+						initialValue={effectiveArgs}
+						onSave={(parsed) => {
+							setPendingEdits(parsed);
+							setIsEditing(false);
+						}}
+						onCancel={() => setIsEditing(false)}
+					/>
+				) : (
+					<AutomationDraftPreview draft={draft} raw={effectiveArgs} />
+				)}
+			</div>
+
+			{phase === "pending" && !isEditing && (
+				<>
+					<div className="mx-5 h-px bg-border/50" />
+					<div className="px-5 py-4 flex items-center gap-2 select-none">
+						{canApprove && (
+							<Button size="sm" className="rounded-lg gap-1.5" onClick={handleApprove}>
+								Approve
+								<CornerDownLeftIcon className="size-3 opacity-60" />
+							</Button>
+						)}
+						{canReject && (
+							<Button
+								size="sm"
+								variant="ghost"
+								className="rounded-lg text-muted-foreground"
+								onClick={handleReject}
+							>
+								Reject
+							</Button>
+						)}
+					</div>
+				</>
+			)}
+		</div>
+	);
+}
+
+interface JsonEditorProps {
+	initialValue: Record<string, unknown>;
+	onSave: (parsed: Record<string, unknown>) => void;
+	onCancel: () => void;
+}
+
+function JsonEditor({ initialValue, onSave, onCancel }: JsonEditorProps) {
+	const [value, setValue] = useState<Record<string, unknown>>(initialValue);
+	const [issues, setIssues] = useState<string[]>([]);
+
+	function handleSave() {
+		setIssues([]);
+		const result = editArgsSchema.safeParse(value);
+		if (!result.success) {
+			setIssues(
+				result.error.issues.map((issue) => `${issue.path.join(".") || "(root)"}: ${issue.message}`)
+			);
+			return;
+		}
+		onSave(result.data as unknown as Record<string, unknown>);
+	}
+
+	return (
+		<div className="space-y-3">
+			<div className="rounded-md border border-input bg-background px-3 py-2 max-h-[24rem] overflow-auto">
+				<JsonView
+					src={value}
+					editable
+					onChange={(next) => setValue(next as Record<string, unknown>)}
+					collapsed={false}
+				/>
+			</div>
+			{issues.length > 0 && (
+				<div className="rounded-md border border-destructive/30 bg-destructive/5 px-3 py-2">
+					<div className="flex items-center gap-1.5 text-xs font-medium text-destructive">
+						<AlertCircle className="h-3.5 w-3.5" aria-hidden />
+						{issues.length} issue{issues.length === 1 ? "" : "s"}
+					</div>
+					<ul className="mt-1.5 space-y-0.5 text-xs text-destructive/90 list-disc list-inside">
+						{issues.map((issue) => (
+							<li key={issue} className="font-mono">
+								{issue}
+							</li>
+						))}
+					</ul>
+				</div>
+			)}
+			<div className="flex items-center justify-end gap-2">
+				<Button type="button" variant="ghost" size="sm" onClick={onCancel}>
+					Cancel
+				</Button>
+				<Button type="button" size="sm" onClick={handleSave}>
+					Save edits
+				</Button>
+			</div>
+		</div>
+	);
+}
+
+// ----------------------------------------------------------------------------
+// Terminal result cards.
+// ----------------------------------------------------------------------------
+
+function SavedCard({ result }: { result: SavedResult }) {
+	const searchSpaceId = useAtomValue(activeSearchSpaceIdAtom);
+	const detailHref = searchSpaceId
+		? `/dashboard/${searchSpaceId}/automations/${result.automation_id}`
+		: null;
+
+	return (
+		<div className="my-4 max-w-lg overflow-hidden rounded-2xl border bg-muted/30 select-none">
+			<div className="flex items-start gap-3 px-5 pt-5 pb-4">
+				<Workflow className="h-5 w-5 text-muted-foreground mt-0.5 shrink-0" aria-hidden />
+				<div className="min-w-0">
+					<p className="text-sm font-semibold text-foreground">Automation saved</p>
+					<p className="text-xs text-muted-foreground mt-0.5">{result.name}</p>
+				</div>
+			</div>
+			{detailHref && (
+				<>
+					<div className="mx-5 h-px bg-border/50" />
+					<div className="px-5 py-3">
+						<Link
+							href={detailHref}
+							className="inline-flex items-center gap-1.5 text-xs text-primary hover:underline"
+						>
+							<ExternalLink className="h-3.5 w-3.5" aria-hidden />
+							Open automation #{result.automation_id}
+						</Link>
+					</div>
+				</>
+			)}
+		</div>
+	);
+}
+
+function InvalidCard({ result }: { result: InvalidResult }) {
+	return (
+		<div className="my-4 max-w-lg overflow-hidden rounded-2xl border bg-muted/30 select-none">
+			<div className="px-5 pt-5 pb-4">
+				<p className="text-sm font-semibold text-destructive">Couldn't draft this automation</p>
+				<p className="text-xs text-muted-foreground mt-0.5">
+					The drafter produced output that didn't validate. I'll refine and retry.
+				</p>
+			</div>
+			{result.issues.length > 0 && (
+				<>
+					<div className="mx-5 h-px bg-border/50" />
+					<ul className="px-5 py-3 space-y-1 text-xs text-muted-foreground list-disc list-inside">
+						{result.issues.map((issue) => (
+							<li key={issue}>{issue}</li>
+						))}
+					</ul>
+				</>
+			)}
+		</div>
+	);
+}
+
+function ErrorCard({ result }: { result: ErrorResult }) {
+	return (
+		<div className="my-4 max-w-lg overflow-hidden rounded-2xl border bg-muted/30 select-none">
+			<div className="px-5 pt-5 pb-4">
+				<p className="text-sm font-semibold text-destructive">Failed to create automation</p>
+			</div>
+			<div className="mx-5 h-px bg-border/50" />
+			<div className="px-5 py-4">
+				<p className="text-sm text-muted-foreground">{result.message}</p>
+			</div>
+		</div>
+	);
+}
+
+// ----------------------------------------------------------------------------
+// Entry — dispatches between the approval card and terminal result cards.
+//
+// Rejection is special: we hide the standalone "rejected" card because the
+// approval card itself already transitions to a "rejected" phase inline. A
+// second message in the timeline would be noisy.
+// ----------------------------------------------------------------------------
+
+export const CreateAutomationToolUI = ({
+	args,
+	result,
+}: ToolCallMessagePartProps<{ intent: string }, CreateAutomationResult>) => {
+	const { dispatch } = useHitlDecision();
+
+	if (!result) return null;
+
+	if (isInterruptResult(result)) {
+		return (
+			<ApprovalCard
+				args={args as unknown as Record<string, unknown>}
+				interruptData={result as InterruptResult<AutomationCreateContext>}
+				onDecision={(decision) => dispatch([decision])}
+			/>
+		);
+	}
+
+	if (hasStatus(result, "rejected")) return null;
+	if (hasStatus(result, "saved")) return <SavedCard result={result as SavedResult} />;
+	if (hasStatus(result, "invalid")) return <InvalidCard result={result as InvalidResult} />;
+	if (hasStatus(result, "error")) return <ErrorCard result={result as ErrorResult} />;
+
+	return null;
+};
+
+// ----------------------------------------------------------------------------
+// Helpers.
+// ----------------------------------------------------------------------------
+
+/**
+ * Project raw args into the shape ``AutomationDraftPreview`` expects.
+ *
+ * The args dict is the full ``AutomationCreate`` payload (minus
+ * ``search_space_id`` which is injected server-side), so we trust the
+ * top-level fields but defend against missing nested defaults.
+ */
+function extractDraft(args: Record<string, unknown>) {
+	const definition = (args.definition ?? {}) as Record<string, unknown>;
+	const planSteps = Array.isArray(definition.plan)
+		? (definition.plan as Array<Record<string, unknown>>).map((step) => ({
+				step_id: String(step.step_id ?? "(unnamed)"),
+				action: String(step.action ?? ""),
+				when: typeof step.when === "string" ? step.when : null,
+			}))
+		: [];
+
+	const triggers = Array.isArray(args.triggers)
+		? (args.triggers as Array<Record<string, unknown>>).map((trigger) => ({
+				type: String(trigger.type ?? "schedule"),
+				params: (trigger.params ?? {}) as Record<string, unknown>,
+				static_inputs: (trigger.static_inputs ?? {}) as Record<string, unknown>,
+				enabled: trigger.enabled !== false,
+			}))
+		: [];
+
+	return {
+		name: String(args.name ?? "(unnamed automation)"),
+		description: typeof args.description === "string" ? args.description : null,
+		definition: {
+			goal: typeof definition.goal === "string" ? definition.goal : null,
+			plan: planSteps,
+		},
+		triggers,
+	};
+}

surfsense_web/components/tool-ui/automation/index.ts

@@ -0,0 +1 @@
+export { CreateAutomationToolUI } from "./create-automation";

surfsense_web/components/tool-ui/index.ts

@@ -7,6 +7,7 @@
  */
 
 export { Audio } from "./audio";
+export { CreateAutomationToolUI } from "./automation";
 export { CreateDropboxFileToolUI, DeleteDropboxFileToolUI } from "./dropbox";
 export {
 	type GenerateImageArgs,