 Matthew Meszaros
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f7a1027367
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feat: add workspace-shared assistant history: a manage_settings toggle on the organization (assistant_shared_history, off by default) makes every conversation visible to and continuable by every member with the use-AI permission — the service resolves a session to its owner's rows so open/continue/approve/delete all work cross-member while credits still charge the acting member, the org-wide listing joins owner names for attribution in the history rail, the workspace settings page gains the AI assistant section with the toggle and an explicit exposure warning, and the assistant guide's access and privacy sections describe both modes
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2026-07-19 13:22:56 +02:00 |
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Matthew Meszaros
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458234cd5d
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feat: add clear-all assistant history: DELETE /ai/sessions wipes every conversation the member owns in the workspace (transcripts cascade, count returned, audited as an ai_session delete with clear_history metadata), the history rail gains a Clear history footer action behind the in-app confirm that also closes all session-backed tabs, and the assistant guide documents access gating, per-member limits, privacy, and both delete paths
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2026-07-19 11:05:18 +02:00 |
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Matthew Meszaros
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2de973df68
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feat: add DELETE /ai/sessions/:id so members can remove an assistant conversation: repository delete scoped by org and user with the transcript cascading via FK, not-found on zero rows, an ai_session delete audit entry (which the existing realtime spine turns into live history refreshes), and the endpoint registered in the docs scope map
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2026-07-19 10:50:33 +02:00 |
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Matthew Meszaros
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4e576daddf
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feat: stream the dashboard agent's text token by token: the OpenAI-compatible provider now runs chat completions with stream=true whenever a listener is attached, forwarding content deltas as a new EventTextDelta (SSE text_delta) while stitching tool-call fragments by index, capturing usage via stream_options with a sticky compatibility fallback, tolerating backends that ignore streaming, and always closing each block with the authoritative full-text event (now also emitted for commentary alongside tool calls)
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2026-07-19 10:41:45 +02:00 |
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Matthew Meszaros
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eb1c707dcb
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feat: teach the dashboard assistant (cmd+I agent) to ask before it guesses: when asked to write or draft something and the purpose or audience is genuinely unclear after checking its tools, it asks one short clarifying question in chat instead of inventing a generic draft
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2026-07-19 09:16:55 +02:00 |
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Matthew Meszaros
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4f9e6e6282
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feat: full attribution on every AI credit charge — new actor_user_id + context jsonb columns on the transaction log (migration 000070), a typed models.CreditContext carried via request context (models.WithCreditMeta) so base charges, usage settles, web-search fees, and refunds all inherit it without signature churn, wired at every spend site (campaign switches record campaign/step/contact, automation nodes and Ask AI record automation/node/run and the question asked, reply drafts and inbox agent record the thread, the dashboard agent records the session, research records contact/run, and manual features record the triggering user), rendered as a detail line with token counts in the billing transaction log with corrected reason labels, and documented in the AI credits guide
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2026-07-18 08:52:16 +02:00 |
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Matthew Meszaros
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053ca6a71d
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feat: usage-based AI credit system — every AI call reserves its flat minimum then settles the real token cost per model (light 1500/standard 400 tokens per credit, drain-to-zero overage settle wired into writing assistant, reply drafts, dashboard agent, inbox agent, research, automation nodes, and campaign switches), org spend controls in a new org_ai_settings table (day/week/month hard limits enforced in Consume, low-balance alert threshold, auto top-up config), a credit-watch monitor hook that fires BILLING_CREDITS_LOW realtime alerts once per day and buys the configured pack off-session via a new Stripe AutoTopUpCredits (idempotent on the PaymentIntent, bounded per month, Redis-locked), GET /subscription/credits/usage + GET/PATCH settings endpoints, and an AI usage & spend controls billing card (spend vs limits, 30-day chart, per-feature and per-model breakdowns, limits/reminder/auto-top-up form) with a realtime low-credit toast
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2026-07-18 08:39:41 +02:00 |
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Matthew Meszaros
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fd0be6e5ff
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feat: log the real provider error (org, session, provider, model) and transcript-persist failures server-side when an agent run fails, instead of swallowing them behind the generic provider_error SSE message
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2026-07-16 07:18:56 +02:00 |
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Matthew Meszaros
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e64b0b161d
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feat: sweep stale OPENAI_API_KEY/AI_LOCAL_MODEL mentions out of comments, the provider-not-configured and warmup-admin error strings, env.example, and the deployment guide now that AI_* is the only config surface
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2026-07-16 06:39:07 +02:00 |
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Matthew Meszaros
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d8475a1896
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feat: render assistant replies as markdown with a dependency-free React renderer (bold, lists, inline code, safe links, fenced code) and prompt the agent to emit that simple subset
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2026-07-16 06:28:29 +02:00 |
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Matthew Meszaros
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59044aedf2
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feat: the dashboard agent runs un-metered on a free/local model, streams a free_model signal, and injects the org voice profile into its system prompt so its writing sounds human
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2026-07-15 18:51:51 +02:00 |
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Matthew Meszaros
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81bfb41d4e
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feat: add GET /ai/sessions/:id/messages returning a session transcript hydrated into the client turn and block shape plus any pending approval, so a reopened assistant conversation rehydrates
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2026-07-15 17:54:16 +02:00 |
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Matthew Meszaros
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2aec6745fa
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feat: connect external MCP servers whose tools the AI assistant can use - ai_mcp_servers table with bearer tokens sealed by the org DEK cipher (never returned) and SSRF-validated https urls, a dependency-free streamable-HTTP JSON-RPC client (initialize/tools/list/tools/call over safehttp dial-time IP blocking with SSE+JSON handling and body caps), an mcp service that discovers tools on connect and contributes only enabled servers' tools to the dashboard agent as namespaced mcp_<server>_<tool> defs that are always write-class and never auto-allowed, a registry DynamicToolSource hook so per-org tools join the agent's tool set and resume executes them through ToolDefs, /ai/connections CRUD gated on manage_settings with an mcp_server audit entity and spine, a Connections settings page to add servers and review/enable discovered tools, and docs
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2026-07-13 20:05:24 +02:00 |
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Matthew Meszaros
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a2f50b6572
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feat: org AI skills (playbooks) that every AI feature loads and follows - ai_skills table (org-scoped, unique name per org, 32KB content cap) with a skills service exposing CRUD plus an enabled-skills preamble injected into the dashboard agent, contact research, and reply-draft prompts and a load_skill read-tool that returns a playbook's full content by name, /ai/skills CRUD gated on manage_settings (JWT) or the AI_AGENT scope (API) with an ai_skill audit entity and spine entry, an AI skills settings page (list rows opening a right-side drawer with name, one-line description, enable toggle, and a markdown body), and docs with two example playbooks
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2026-07-13 19:46:25 +02:00 |
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Matthew Meszaros
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7f425c1624
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feat: dashboard-wide AI assistant with streamed tool-use runs, per-action approvals, and per-iteration credits - agent_sessions/agent_messages/ai_tool_policies migration, aiagent service runs the M2 registry through the provider loop over a resumable jsonb transcript, streams text/tool-step/approval/done events over SSE, gates write tools behind approve/deny/always-allow (send always per-action) and charges 1 credit per iteration (budget 20, refund on provider failure, out-of-credits 402 insufficient_credits, cap 429 usage_cap_exceeded) with a resume-safe idempotency namespace, provider PreIteration budget hook, /ai/sessions endpoints (cursor list + two SSE runs) gated by membership with tools bound to the member's org-permission bits, APIPermAIAgent bit 22, ai_session audit entity + spine, and a right-side resizable panel (Cmd+I / sparkle button) with streamed text, collapsible tool steps, inline approval and draft-artifact deep-link cards, stop, new chat, and a credits/budget meter; tenancy enforced at the SQL layer and docs for the assistant, endpoints, permissions, and error codes
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2026-07-13 18:46:43 +02:00 |
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