- Added tracking for automation creation, updates, deletions, and trigger modifications, including success and failure events.
- Implemented event tracking in the automation creation process, including chat approval and rejection scenarios.
- Updated the instrumentation client to ensure correct typing for PostHog integration.
- Refactored existing mutation atoms to include tracking calls for automation-related actions, improving analytics capabilities.
- Removed the eligibility gate for model selection in the automation creation process, allowing users to choose models directly in the builder.
- Updated the `AutomationBuilderForm` to incorporate model selection logic, ensuring that selected models are validated and preserved during automation creation and editing.
- Simplified the `AutomationsContent` and `AutomationNewContent` components by eliminating unnecessary eligibility checks and alerts.
- Enhanced the user experience by integrating model selection directly into the automation approval process, ensuring that only billable models are used.
- Refactored related tests to cover new model selection behavior and ensure proper validation of user-selected models.
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.
Fixes#1368
Previously, was duplicated in 4 places with 3 subtly different fallback behaviors:
1. inline-citation.tsx: returned on error
2. markdown-text.tsx: returned on error
3. assistant-message.tsx: returned on error
4. citation.tsx: returned on error
Created canonical in that:
- Returns
- Strips prefix from hostname
- Returns on invalid URL (safest contract)
Updated all 4 call sites:
- inline-citation.tsx: (preserves original fallback)
- markdown-text.tsx: (preserves original fallback)
- assistant-message.tsx: (drop-in, both return )
- citation.tsx: (drop-in, both return )
Co-authored-by: guangyang1206 <guangyang1206@users.noreply.github.com>
- Updated styling for toggle buttons in DocumentsFilters for improved visual feedback.
- Added toolbar actions prop to PdfViewer for customizable actions in the zoom toolbar.
- Introduced download functionality in ReportPanel with a new Download icon.
- Refactored ReportCard to remove word count and display version labels for better clarity.
- Enhanced GenerateResume component to fetch and display version information for resumes.
Move the duplicated TYPE_ICONS record from citation.tsx and
citation-list.tsx into a new type-icons.ts module so the mapping lives
in one place and both components import from the same source.
Resolves#1190
Build and Push Docker Images / tag_release (push) Waiting to run
Build and Push Docker Images / build (./surfsense_backend, ./surfsense_backend/Dockerfile, backend, surfsense-backend, ubuntu-24.04-arm, linux/arm64, arm64) (push) Blocked by required conditions
Build and Push Docker Images / build (./surfsense_backend, ./surfsense_backend/Dockerfile, backend, surfsense-backend, ubuntu-latest, linux/amd64, amd64) (push) Blocked by required conditions
Build and Push Docker Images / build (./surfsense_web, ./surfsense_web/Dockerfile, web, surfsense-web, ubuntu-24.04-arm, linux/arm64, arm64) (push) Blocked by required conditions
Build and Push Docker Images / build (./surfsense_web, ./surfsense_web/Dockerfile, web, surfsense-web, ubuntu-latest, linux/amd64, amd64) (push) Blocked by required conditions
Build and Push Docker Images / create_manifest (backend, surfsense-backend) (push) Blocked by required conditions
Build and Push Docker Images / create_manifest (web, surfsense-web) (push) Blocked by required conditions
- Introduced a `ProcessingMode` enum to differentiate between basic and premium processing modes.
- Updated `EtlRequest` to include a `processing_mode` field, defaulting to basic.
- Enhanced ETL pipeline services to utilize the selected processing mode for Azure Document Intelligence and LlamaCloud parsing.
- Modified various routes and services to handle processing mode, affecting document upload and indexing tasks.
- Improved error handling and logging to include processing mode details.
- Added tests to validate processing mode functionality and its impact on ETL operations.
