- Deleted the `search_surfsense_docs` tool and its associated files, streamlining the agent's toolset.
- Updated various components and prompts to remove references to the now-removed tool, ensuring consistency across the codebase.
- Adjusted documentation to direct users to the SurfSense documentation link for product-related queries instead.
- Replaced the FileJson icon with SquarePen in both AutomationsEmptyState and AutomationsHeader components.
- Updated button label from "Create via JSON" to "Create manually" for clarity in the automation creation process.
- Added support for @-mentions in agent tasks, allowing users to reference documents, folders, and connectors directly in their queries.
- Updated `run_agent_task` to resolve mentions and include them in the context passed to the agent.
- Introduced new parameters in `AgentTaskActionParams` for handling mentioned document and connector IDs.
- Refactored the automation edit and new components to utilize the new `AutomationBuilderForm` for a more streamlined user experience.
- Removed deprecated JSON forms to simplify the automation creation process.
Recent runs card under triggers. Each row expands lazily to fetch the
full run (step results, output, artifacts, error). 20-row cap for now;
real pagination lands if usage demands it.
Closes the create loop in chat: the agent describes user intent → the
drafter sub-LLM produces an AutomationCreate JSON → this card surfaces
a structured preview → approve persists; reject cancels. Edits flow
through chat refinement (re-call with a refined intent), not in-card,
so the card stays simple and the multi-turn checkpointer carries the
context.
Tool UI (components/tool-ui/automation/):
- create-automation.tsx — entry dispatcher + ApprovalCard chrome
(pending/processing/complete/rejected via useHitlPhase) + SavedCard
(links to the detail page) + InvalidCard (lists drafter validation
issues) + ErrorCard (verbatim message). Rejection result is hidden
because the approval card itself shows the rejected phase inline.
- automation-draft-preview.tsx — structured preview body: name +
description + goal, triggers (humanised cron + tz + static-input
keys), plan steps (step_id → action), and a collapsible raw JSON
for power users.
Wiring:
- components/tool-ui/index.ts — re-export.
- features/chat-messages/timeline/tool-registry/registry.ts —
register create_automation → CreateAutomationToolUI (dynamic import,
same pattern as other connector tools).
- contracts/enums/toolIcons.tsx — Workflow icon + "Create automation"
display name so fallback chrome (and timeline headers) are honest.
Shared util:
- lib/automations/describe-cron.ts — lifted from the route slice's
lib/ folder since both the dashboard slice and the new approval card
now render schedule descriptions. Slice imports updated; the now-
empty slice lib/ folder is gone.
Backend prompt fragments:
- main_agent/system_prompt/.../create_automation/description.md and
the tool's docstring no longer promise in-card edits. They make the
refinement path explicit: if the user wants changes after seeing the
draft, they reply in chat and the agent calls the tool again with a
refined intent.
v1 deliberately excludes:
- In-card edit form / right-side edit panel — defer until we see real
demand. The chat refinement loop covers the common case.
- approve_always / persistent allow rules — automations are a single
artifact, not a repeated mutation, so the "trust this kind of call"
affordance doesn't apply.
Vertical slice at /dashboard/[id]/automations/[automation_id]. Branches
in the orchestrator are: perms loading → skeleton, no-access → access
denied panel, bad id → not-found, fetch loading → skeleton, fetch
error → not-found, loaded → header + definition + triggers.
Route:
- page.tsx — server boundary; extracts both ids.
- automation-detail-content.tsx — client orchestrator.
Header:
- automation-detail-header.tsx — back link, name, status badge,
description, pause/resume + delete actions. Delete navigates back to
the list via a new onDeleted hook on DeleteAutomationDialog so the
list page (where the row just vanishes) stays unaffected.
- automation-not-found.tsx — 404/403/NaN-id panel. We don't
distinguish missing vs. forbidden in the UI.
Definition (read-only in v1):
- automation-definition-section.tsx — wrapper Card; renders goal +
tags + execution defaults + inputs schema (if present) + plan.
- plan-step-card.tsx — one step (when, output_as, retries, timeout,
params JSON).
- execution-summary.tsx — timeout / max_retries / backoff /
concurrency + on_failure step count.
- inputs-schema-preview.tsx — formatted JSON of inputs.schema; only
rendered when the definition declares inputs.
Triggers:
- automation-triggers-section.tsx — wrapper Card, "Add via chat" CTA
(creation is intent-driven, same philosophy as automations).
- trigger-card.tsx — schedule + timezone + cron, last/next fire
hints, static_inputs JSON, enable Switch and remove button.
- delete-trigger-dialog.tsx — confirm + mutation atom.
Shared:
- lib/describe-cron.ts — moved out of automation-triggers-summary.tsx
so both list and detail can describe schedules consistently
(daily/weekdays/weekly/monthly/hourly, raw cron fallback).
Loading:
- automation-detail-loading.tsx — same shell as the loaded view so the
layout doesn't jump on data arrival.
RBAC: each interactive surface is independently gated
(canUpdate/canDelete/canCreate) so the orchestrator stays thin and the
component tree is self-documenting about what each action requires.
Out of scope (later PRs):
- Editing definition / trigger params (raw-JSON path) — PR5
- Run history — PR6
The empty-state card already hosts the primary "Create via chat" CTA;
keeping the header button on the same screen showed two identical
buttons. Adds an optional ``showCreateCta`` prop to AutomationsHeader
(default true) and turns it off only in the empty branch so the card
stays the focal point.
Vertical slice at /dashboard/[id]/automations. The page is read-only by
default; every action gates on backend automations:* permissions via a
co-located permissions hook so adding/removing surfaces stays a
one-file change.
Route:
- page.tsx — server boundary; extracts search_space_id.
- automations-content.tsx — client orchestrator (loading / no-access /
error / empty / table branches).
Components (one concern per file):
- automations-header.tsx — title + count + "Create via chat" CTA.
- automations-table.tsx + automation-row.tsx — name/status/updated
columns; row name links to detail (PR4).
- automation-status-badge.tsx — active / paused / archived pill.
- automation-row-actions.tsx — ⋯ menu with pause/resume + delete,
gated on canUpdate / canDelete. Archived rows hide the toggle.
- delete-automation-dialog.tsx — destructive confirm; mentions FK
cascade explicitly so users know triggers/runs go too.
- automations-empty-state.tsx — zero-state pointing to chat (creation
is intent-driven via the create_automation HITL tool, not a form).
- automations-loading.tsx — skeleton rows in the same shell so the
layout doesn't shift on data arrival.
- automation-triggers-summary.tsx — small cron-describer (daily,
weekdays, weekly, monthly, hourly) + timezone for the detail page.
Kept inline since v1 only registers schedule.
Hooks:
- use-automation-permissions.ts — single source of truth for the
slice's canCreate/canRead/canUpdate/canDelete/canExecute gates,
backed by myAccessAtom.
Pause/resume and delete reuse the PR2 mutation atoms, so list +
detail caches stay coherent without bespoke invalidation.
Out of scope (later PRs):
- detail route (definition viewer + triggers manager) — PR4
- raw JSON editor — PR5
- nav entry / sidebar wiring — small follow-up PR
