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
DELETE endpoints in the automations API return 204; calling .json() on
an empty body throws SyntaxError. Treat 204 as data=null and skip
schema validation so callers can opt out of response bodies without
errors or spurious schema-mismatch warnings.
Also drops a pre-existing 'unknown → BodyInit' type error on the
non-JSON body branch via a narrow cast (caller is responsible for
passing a real BodyInit when Content-Type isn't application/json).
Backend already defined automations:create/read/update/delete/execute and
seeded them on Owner/Editor/Viewer roles, but the Settings → Roles UI was
missing the metadata to render them properly.
- backend: add PERMISSION_DESCRIPTIONS entries for the 5 automations perms so
the role editor stops falling back to "Permission for automations:create".
- frontend: add automations to CATEGORY_CONFIG (Workflow icon, slotted between
podcasts and connectors) so the role editor groups them as a real section.
- frontend: extend the three ROLE_PRESETS — Editor and Contributor get
create/read/update/execute (mirroring backend Editor); Viewer gets read.
Prep work for the automations frontend; canPerform/usePermissionGate already
handle the runtime gating, so no new hook is needed.
Single tool exposed to the main agent. The main agent passes a natural-language
`intent`; a focused drafter sub-LLM turns it into a full AutomationCreate JSON;
that JSON is surfaced via request_approval (action_type "automation_create") so
the user can edit/approve it on a frontend card; on approval the tool persists
via AutomationService. Three phases, one tool call.
Scope split:
- main agent sees only `intent: str` (no schema knowledge leaks into the calling
graph) — prompt fragments scoped accordingly.
- drafter sub-LLM owns the schema + few-shot intent→JSON examples — lives in
the generating graph's prompt (tools/automation/prompt.py).
Files:
- main_agent/tools/automation/{create.py, prompt.py, __init__.py}: new tool
+ drafter system prompt with two few-shot intent→JSON examples.
- system_prompt/prompts/tools/create_automation/{description.md, example.md}:
intent-only guidance for the main agent.
- main_agent/tools/index.py: add create_automation to the main-agent allowlist.
- new_chat/tools/registry.py: deferred-import factory to break the
multi_agent_chat ↔ registry cycle; one ToolDefinition entry.
- Added new environment variables for controlling task execution limits, including `SURFSENSE_SUBAGENT_INVOKE_TIMEOUT_SECONDS`, `SURFSENSE_TASK_BATCH_CONCURRENCY`, and `SURFSENSE_TASK_BATCH_MAX_SIZE`.
- Updated documentation to reflect new batch processing capabilities for `task` calls, allowing for concurrent execution of multiple subagent tasks.
- Improved error handling and receipt generation for deliverables, ensuring consistent feedback on task status.
- Refactored middleware to incorporate search space ID for better task management.
Manual-as-a-standalone-trigger conflates "user clicks Run now" with the
trigger model and forces ad-hoc input plumbing on the caller. Remove the
unreachable surface so the tree reflects reality (schedule is the only
v1 trigger).
- Unregister `manual`: drop import from triggers/__init__.py
- Delete `app/automations/triggers/manual/`
- Drop `RunService.dispatch_manual` (RunService is now read-only)
- Drop `POST /automations/{id}/run` and `RunDispatched` schema
- Keep `TriggerType.MANUAL` Python + PG enum value (reserved, documented)
to avoid an Alembic round-trip when Run-now is redesigned
