feat(ai-chat): agent roles (admin-defined persona + optional model)
Reusable, workspace-shared agent roles for the built-in AI chat. A role is a named persona (system-prompt instructions) + optional model override; a chat is bound to a role at creation and applies it every turn. Backend: - migration 20260620T120000: ai_agent_roles table + ai_chats.role_id (FK ON DELETE SET NULL); hand-merged types into db.d.ts/entity.types.ts (db.d.ts is hand-curated here, full codegen would clobber it). - core/ai-chat/roles: CRUD module. list = any workspace member; create/ update/delete = admin (Manage Settings ability, like ai-settings/mcp). All repo queries scoped by workspace_id; soft-delete (deleted_at). - buildSystemPrompt gains roleInstructions: role REPLACES the persona base (admin prompt / DEFAULT_PROMPT) but SAFETY_FRAMEWORK + context are always still appended. - stream(): role resolved from ai_chats.role_id for existing chats (never the request body -> no per-turn role swap); body.roleId only on creation. Disabled (enabled=false) and soft-deleted roles fall back to universal. - getChatModel(workspaceId, override): role model_config can swap model id / driver; a driver without configured creds throws 503 with a clear message naming the driver+role, resolved BEFORE response hijack. Client: - new-chat role picker (enabled roles only, default Universal assistant), roleId sent only on the first message; role badge (emoji+name) in the chat header and conversation list; admin Agent-roles management section in Settings -> AI (add/edit/delete, MCP-form pattern). Tests: ai-chat.prompt.spec (role layering + safety always present, incl. jailbreak); ai.service.spec (override on unconfigured driver -> 503). Implements docs/ai-agent-roles-plan.md. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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import { type Kysely, sql } from 'kysely';
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export async function up(db: Kysely<any>): Promise<void> {
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// Reusable, workspace-scoped agent roles (admin-owned). A role REPLACES the
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// persona layer of the system prompt (instructions) and may optionally
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// override the chat model. The non-removable SAFETY_FRAMEWORK is always still
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// appended downstream — a role only shapes the persona, never the safety rules.
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await db.schema
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.createTable('ai_agent_roles')
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.ifNotExists()
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.addColumn('id', 'uuid', (col) =>
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col.primaryKey().defaultTo(sql`gen_uuid_v7()`),
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)
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.addColumn('workspace_id', 'uuid', (col) =>
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col.references('workspaces.id').onDelete('cascade').notNull(),
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)
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// Who created the role (audit). The role is shared and outlives its author,
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// so SET NULL on user deletion (unlike ai_chats.creator_id which is NOT NULL).
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.addColumn('creator_id', 'uuid', (col) =>
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col.references('users.id').onDelete('set null'),
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)
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// Display name, e.g. 'Proofreader'.
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.addColumn('name', 'varchar', (col) => col.notNull())
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// Optional presentation emoji for the role badge.
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.addColumn('emoji', 'varchar', (col) => col)
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// Optional short description shown in the management UI.
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.addColumn('description', 'text', (col) => col)
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// The persona fragment injected into the system prompt (replaces the admin
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// persona / DEFAULT_PROMPT). Required.
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.addColumn('instructions', 'text', (col) => col.notNull())
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// Optional model override: { chatModel } or { driver, chatModel }. NULL =>
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// use the workspace default model. Driver creds come from the matching
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// provider in ai_provider_credentials (no per-role creds).
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.addColumn('model_config', 'jsonb', (col) => col)
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.addColumn('enabled', 'boolean', (col) => col.notNull().defaultTo(true))
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.addColumn('created_at', 'timestamptz', (col) =>
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col.notNull().defaultTo(sql`now()`),
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)
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.addColumn('updated_at', 'timestamptz', (col) =>
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col.notNull().defaultTo(sql`now()`),
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)
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// Soft delete (consistent with ai_chats): the role disappears from the
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// picker but lookups can still resolve it for already-bound chats.
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.addColumn('deleted_at', 'timestamptz', (col) => col)
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.execute();
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// Scoped lookups (listByWorkspace) hit workspace_id first.
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await db.schema
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.createIndex('idx_ai_agent_roles_workspace_id')
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.ifNotExists()
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.on('ai_agent_roles')
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.column('workspace_id')
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.execute();
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// Bind a chat to a role. ON DELETE SET NULL: a hard-deleted role degrades the
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// chat to the universal assistant instead of breaking it. The role is read
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// from this column on every turn — the client only sends roleId on chat
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// creation (first message).
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await db.schema
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.alterTable('ai_chats')
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.addColumn('role_id', 'uuid', (col) =>
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col.references('ai_agent_roles.id').onDelete('set null'),
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)
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.execute();
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}
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export async function down(db: Kysely<any>): Promise<void> {
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await db.schema.alterTable('ai_chats').dropColumn('role_id').execute();
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await db.schema.dropTable('ai_agent_roles').execute();
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}
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