Enhance semantic links with LLM classification and richer UI labels

.env.web

@@ -1,5 +1,5 @@
 NUXT_PORT=3001
 NUXT_HOST=0.0.0.0
 
-# Point Nuxt to the API container (not localhost)
-NUXT_PUBLIC_API_BASE_URL=https://tenant1.routebox.co
+# Nitro BFF backend URL (server-only, not exposed to client)
+BACKEND_URL=https://backend.routebox.co

AI_PROCESS_BUILDER_README.md

@@ -1,324 +0,0 @@
-# AI Process Builder + Chat Orchestrator
-
-A complete implementation of tenant-scoped AI process automation where admins design LangGraph-compiled workflows via React Flow UI, and end-users execute them through a Deep Agent chat orchestrator with deterministic, audited execution.
-
-## Architecture Overview
-
-### Backend Components
-
-#### 1. **Deep Agent Orchestrator** ([deep-agent.orchestrator.ts](backend/src/ai-processes/deep-agent.orchestrator.ts))
-- Uses LangChain/OpenAI to intelligently select processes
-- Extracts structured inputs from natural language
-- Generates friendly confirmation messages
-- Three-step workflow: discover → select → extract → execute
-
-#### 2. **Graph Compiler** ([ai-processes.compiler.ts](backend/src/ai-processes/ai-processes.compiler.ts))
-- Validates ReactFlow JSON graphs (Start/End nodes, reachability, cycles)
-- Compiles to LangGraph-compatible state machines
-- Validates tool allowlist and JSON schemas (Ajv)
-- Persists compiled artifact for versioned execution
-
-#### 3. **Runtime Executor** ([ai-processes.runner.ts](backend/src/ai-processes/ai-processes.runner.ts))
-- Executes compiled graphs deterministically
-- Implements 4 node types: LLMDecisionNode, ToolNode, HumanInputNode, End
-- Handles conditional edges via jsonlogic
-- Emits real-time events for streaming updates
-
-#### 4. **Tool Registry** ([tools/tool-registry.ts](backend/src/ai-processes/tools/tool-registry.ts))
-- Tenant-scoped tool allowlist (database-backed via AiToolConfig)
-- Demo tools wrapping ObjectService (findAccount, createAccount, etc.)
-- Context injection (tenantId, userId, knex) for secure execution
-
-#### 5. **Orchestrator Service** ([ai-processes.orchestrator.service.ts](backend/src/ai-processes/ai-processes.orchestrator.service.ts))
-- Integrates Deep Agent for process selection
-- Falls back to standard AI assistant when no processes configured
-- Manages chat sessions and message history
-- Streams execution events via SSE
-
-### Frontend Components
-
-#### 1. **AIChatBar** ([components/AIChatBar.vue](frontend/components/AIChatBar.vue))
-- Updated to call `/ai-processes/chat/messages` endpoint
-- SSE event stream consumer for real-time updates
-- Displays process selection, node execution, tool calls
-- Handles NEED_INPUT events for human-in-the-loop
-
-#### 2. **Process Management UI** ([pages/ai-processes/](frontend/pages/ai-processes/))
-- List view: displays all processes with versions
-- Editor view: React Flow integration via iframe + postMessage
-- Test runner for quick validation
-
-#### 3. **React Flow Editor** ([ai-processes-editor/src/App.tsx](frontend/ai-processes-editor/src/App.tsx))
-- Node palette: Start, LLMDecisionNode, ToolNode, HumanInputNode, End
-- Visual graph designer with drag-drop
-- Auto-saves to parent window via postMessage
-- Loads existing graphs for editing
-
-### Data Models (Objection.js)
-
-```typescript
-AiProcess
-├── id, tenantId, name, description, latestVersion
-└── relations: versions[], runs[]
-
-AiProcessVersion
-├── id, tenantId, processId, version
-├── graphJson (ReactFlow definition)
-└── compiledJson (LangGraph artifact)
-
-AiProcessRun
-├── id, tenantId, processId, version, status
-├── inputJson, outputJson, errorJson, stateJson
-└── currentNodeId (for resume)
-
-AiChatSession
-├── id, tenantId, userId
-└── relations: messages[]
-
-AiChatMessage
-├── id, sessionId, role, content
-└── timestamps
-
-AiAuditEvent
-├── id, tenantId, runId, eventType
-└── payloadJson (full event data)
-
-AiToolConfig
-├── id, tenantId, toolName, enabled
-└── configJson (tool-specific settings)
-```
-
-## Demo Process: Register New Pet
-
-A complete workflow demonstrating conditional logic and tool orchestration:
-
-1. **Extract Info** (LLMDecisionNode)
-   - Parses user message for pet + owner details
-   - Outputs structured JSON with validation
-
-2. **Find/Create Account** (Conditional)
-   - Searches for existing account by name/email
-   - Creates new account if not found
-   - Merges results into state
-
-3. **Find/Create Contact** (Conditional)
-   - Searches for existing contact under account
-   - Creates new contact if not found
-
-4. **Create Pet** (ToolNode)
-   - Inserts pet record linked to contact
-   - Returns pet ID
-
-### Seed the Demo Process
-
-```bash
-cd backend
-npm run migrate:tenant -- <tenant-slug>
-npm run seed:demo-process -- <tenant-slug>
-```
-
-### Test the Demo Process
-
-1. Navigate to `/ai-processes` in your tenant subdomain
-2. Open "Register New Pet" process
-3. Click "Test Run" or use the chat bar:
-
-```
-User: "Register a dog named Max, breed Golden Retriever, age 3, 
-       owned by John Smith, email john@example.com"
-
-Agent: 🔄 Selected process: Register New Pet
-       I'll register Max (Golden Retriever, 3 years old) for John Smith.
-       
-       ⚙️ Executing step: Extract Info
-       ✓ Extracted pet details
-       
-       🔧 Using tool: findAccount
-       ℹ️ Account not found, creating new account
-       
-       🔧 Using tool: createAccount
-       ✓ Created account for John Smith
-       
-       🔧 Using tool: findContact
-       ℹ️ Contact not found, creating new contact
-       
-       🔧 Using tool: createContact
-       ✓ Created contact: John Smith
-       
-       🔧 Using tool: createPet
-       ✓ Created pet: Max (ID: pet_1234567890)
-       
-       ✅ Process completed successfully!
-```
-
-## API Endpoints
-
-### Process Management (Admin)
-
-```typescript
-GET    /tenants/:tenantId/ai-processes
-POST   /tenants/:tenantId/ai-processes
-GET    /tenants/:tenantId/ai-processes/:id
-POST   /tenants/:tenantId/ai-processes/:id/versions
-GET    /tenants/:tenantId/ai-processes/:id/versions
-
-POST   /tenants/:tenantId/ai-processes/:id/runs
-POST   /tenants/:tenantId/ai-processes/runs/:runId/resume
-```
-
-### Chat Orchestrator (End User)
-
-```typescript
-POST   /tenants/:tenantId/ai-processes/chat/messages
-SSE    /tenants/:tenantId/ai-processes/stream?sessionId=xxx
-```
-
-## Event Stream Types
-
-```typescript
-type StreamEvent =
-  | { type: 'agent_started' }
-  | { type: 'processes_listed', data: { count: number } }
-  | { type: 'process_selected', processId: string, version: number }
-  | { type: 'agent_message', data: { message: string } }
-  | { type: 'node_started', nodeId: string }
-  | { type: 'node_completed', nodeId: string }
-  | { type: 'tool_called', toolName: string, nodeId: string }
-  | { type: 'llm_decision', nodeId: string, data: any }
-  | { type: 'need_input', data: { prompt: string, schema: JSONSchema } }
-  | { type: 'final', data: { output: any } }
-  | { type: 'error', data: { error: string } }
-```
-
-## Security & Guardrails
-
-### 1. **Tenancy Isolation**
-- All queries filtered by `tenantId` (enforced in Objection models)
-- Tool context includes tenant scope
-- Database-per-tenant architecture (inherited from platform)
-
-### 2. **Tool Allowlist**
-- Two-level validation:
-  - Tenant-level: `AiToolConfig` table (enabled tools per tenant)
-  - Compile-time: validates toolName exists in registry
-- Runtime check before tool execution
-
-### 3. **Schema Validation**
-- LLMDecisionNode output validated against JSON Schema (Ajv)
-- HumanInputNode input validated before resume
-- Graph structure validated at compile time
-
-### 4. **Audit Trail**
-- Every node execution logged to `ai_audit_events`
-- Includes: tool calls, LLM decisions, state mutations, errors
-- Queryable for compliance dashboards
-
-### 5. **Versioning**
-- Immutable process versions (create-only)
-- Runs reference specific version number
-- Graph definition + compiled artifact stored together
-
-## Running the System
-
-### 1. **Run Migrations**
-
-```bash
-cd backend
-npm run migrate:tenant -- tenant1
-```
-
-### 2. **Seed Demo Data**
-
-```bash
-npm run seed:demo-process -- tenant1
-```
-
-### 3. **Start Backend**
-
-```bash
-npm run start:dev
-```
-
-### 4. **Build Editor (if needed)**
-
-```bash
-cd frontend/ai-processes-editor
-npm install
-npm run build
-```
-
-### 5. **Start Frontend**
-
-```bash
-cd frontend
-npm run dev
-```
-
-### 6. **Access UI**
-
-- Admin UI: `http://tenant1.localhost:3001/ai-processes`
-- Chat UI: Available in bottom drawer on any page (⌘K to toggle)
-
-## Extension Points
-
-### Adding New Node Types
-
-1. Define type in [ai-processes.types.ts](backend/src/ai-processes/ai-processes.types.ts)
-2. Add schema validation in [ai-processes.schemas.ts](backend/src/ai-processes/ai-processes.schemas.ts)
-3. Implement executor in [ai-processes.runner.ts](backend/src/ai-processes/ai-processes.runner.ts)
-4. Add UI component in React Flow editor
-
-### Adding New Tools
-
-1. Implement handler in [tools/demo-tools.ts](backend/src/ai-processes/tools/demo-tools.ts)
-2. Register in `demoTools` export
-3. Add to tenant allowlist via UI or seed script
-4. Document input/output schema
-
-### Custom LLM Decision Logic
-
-Override `llmDecision` callback in [ai-processes.service.ts](backend/src/ai-processes/ai-processes.service.ts):
-
-```typescript
-llmDecision: async (node, state) => {
-  const prompt = renderTemplate(node.data.promptTemplate, state);
-  const response = await callOpenAI(prompt, node.data.model);
-  return validateAgainstSchema(response, node.data.outputSchema);
-}
-```
-
-## Troubleshooting
-
-### Process not appearing in chat
-
-- Check: `npm run seed:demo-process` completed successfully
-- Verify: Process exists in database (`select * from ai_processes`)
-- Check: Tools enabled (`select * from ai_tool_configs`)
-
-### Graph validation errors
-
-- Ensure exactly one Start node
-- Ensure at least one End node
-- Check all edges reference valid node IDs
-- Verify tool names match registered tools
-
-### SSE stream not working
-
-- Check CORS settings for subdomain routing
-- Verify `sessionId` returned from initial message
-- Check browser console for connection errors
-- Fallback: use polling endpoint (TODO: implement)
-
-## Next Steps
-
-1. **Enhanced Input Extraction**: Use Deep Agent to extract required fields per process
-2. **Visual Schema Builder**: UI for JSON Schema creation (drag-drop fields)
-3. **Conditional Edge Builder**: Visual jsonlogic editor
-4. **Process Analytics**: Dashboard showing run success rates, avg duration
-5. **Human-in-Loop UI**: Dynamic form renderer for HumanInputNode
-6. **Process Marketplace**: Share processes across tenants (with permissions)
-7. **Python Microservice**: Optional Python runtime for native LangGraph support
-
-## License
-
-MIT

backend/insert-demo-process.sql

@@ -1,115 +0,0 @@
--- Insert demo AI process directly
-SET @process_id = '2d883482-4df0-44d7-b6cf-8541b482afe4';
-SET @version_id = '437b1e72-405e-4862-a8bc-f368e554b482';
-SET @user_id = 'system';
-
--- Insert process
-INSERT INTO ai_processes (id, name, created_by)
-VALUES (@process_id, 'Register New Pet', @user_id);
-
--- Insert process version with compiled graph
-INSERT INTO ai_process_versions (id, process_id, version, graph_json, compiled_json, created_by)
-VALUES (
-  @version_id,
-  @process_id,
-  1,
-  '{}',
-  JSON_OBJECT(
-    'id', 'register_new_pet',
-    'name', 'Register New Pet',
-    'description', 'Complete pet registration workflow',
-    'allowCycles', false,
-    'startNodeId', 'start',
-    'endNodeIds', JSON_ARRAY('end'),
-    'maxIterations', 50,
-    'nodes', JSON_ARRAY(
-      JSON_OBJECT('id', 'start', 'type', 'Start', 'data', JSON_OBJECT('label', 'Start')),
-      JSON_OBJECT('id', 'extract_info', 'type', 'LLMDecisionNode', 'data', JSON_OBJECT(
-        'label', 'Extract Info',
-        'promptTemplate', 'Extract: petName, species, ownerFirstName, ownerLastName, ownerEmail, accountName from: {{state.message}}',
-        'inputKeys', JSON_ARRAY('message'),
-        'outputSchema', JSON_OBJECT(
-          'type', 'object',
-          'properties', JSON_OBJECT(
-            'petName', JSON_OBJECT('type', 'string'),
-            'species', JSON_OBJECT('type', 'string'),
-            'ownerFirstName', JSON_OBJECT('type', 'string'),
-            'ownerLastName', JSON_OBJECT('type', 'string'),
-            'ownerEmail', JSON_OBJECT('type', 'string'),
-            'accountName', JSON_OBJECT('type', 'string')
-          ),
-          'required', JSON_ARRAY('petName', 'species', 'ownerFirstName', 'ownerLastName')
-        )
-      )),
-      JSON_OBJECT('id', 'find_account', 'type', 'ToolNode', 'data', JSON_OBJECT(
-        'label', 'Find Account',
-        'toolName', 'findAccount',
-        'argsTemplate', JSON_OBJECT('name', '{{state.accountName}}', 'email', '{{state.ownerEmail}}'),
-        'outputMapping', JSON_OBJECT('found', 'accountFound', 'accountId', 'accountId')
-      )),
-      JSON_OBJECT('id', 'create_account', 'type', 'ToolNode', 'data', JSON_OBJECT(
-        'label', 'Create Account',
-        'toolName', 'createAccount',
-        'argsTemplate', JSON_OBJECT('name', '{{state.accountName}}', 'email', '{{state.ownerEmail}}'),
-        'outputMapping', JSON_OBJECT('accountId', 'accountId')
-      )),
-      JSON_OBJECT('id', 'find_contact', 'type', 'ToolNode', 'data', JSON_OBJECT(
-        'label', 'Find Contact',
-        'toolName', 'findContact',
-        'argsTemplate', JSON_OBJECT(
-          'firstName', '{{state.ownerFirstName}}',
-          'lastName', '{{state.ownerLastName}}',
-          'email', '{{state.ownerEmail}}',
-          'accountId', '{{state.accountId}}'
-        ),
-        'outputMapping', JSON_OBJECT('found', 'contactFound', 'contactId', 'contactId')
-      )),
-      JSON_OBJECT('id', 'create_contact', 'type', 'ToolNode', 'data', JSON_OBJECT(
-        'label', 'Create Contact',
-        'toolName', 'createContact',
-        'argsTemplate', JSON_OBJECT(
-          'firstName', '{{state.ownerFirstName}}',
-          'lastName', '{{state.ownerLastName}}',
-          'email', '{{state.ownerEmail}}',
-          'accountId', '{{state.accountId}}'
-        ),
-        'outputMapping', JSON_OBJECT('contactId', 'contactId')
-      )),
-      JSON_OBJECT('id', 'create_pet', 'type', 'ToolNode', 'data', JSON_OBJECT(
-        'label', 'Create Pet',
-        'toolName', 'createPet',
-        'argsTemplate', JSON_OBJECT(
-          'name', '{{state.petName}}',
-          'species', '{{state.species}}',
-          'ownerId', '{{state.contactId}}'
-        ),
-        'outputMapping', JSON_OBJECT('petId', 'petId')
-      )),
-      JSON_OBJECT('id', 'end', 'type', 'End', 'data', JSON_OBJECT('label', 'End'))
-    ),
-    'edges', JSON_ARRAY(
-      JSON_OBJECT('id', 'e1', 'source', 'start', 'target', 'extract_info'),
-      JSON_OBJECT('id', 'e2', 'source', 'extract_info', 'target', 'find_account'),
-      JSON_OBJECT('id', 'e3', 'source', 'find_account', 'target', 'find_contact', 'condition', JSON_OBJECT('==', JSON_ARRAY(JSON_OBJECT('var', 'accountFound'), true))),
-      JSON_OBJECT('id', 'e4', 'source', 'find_account', 'target', 'create_account', 'condition', JSON_OBJECT('==', JSON_ARRAY(JSON_OBJECT('var', 'accountFound'), false))),
-      JSON_OBJECT('id', 'e5', 'source', 'create_account', 'target', 'find_contact'),
-      JSON_OBJECT('id', 'e6', 'source', 'find_contact', 'target', 'create_pet', 'condition', JSON_OBJECT('==', JSON_ARRAY(JSON_OBJECT('var', 'contactFound'), true))),
-      JSON_OBJECT('id', 'e7', 'source', 'find_contact', 'target', 'create_contact', 'condition', JSON_OBJECT('==', JSON_ARRAY(JSON_OBJECT('var', 'contactFound'), false))),
-      JSON_OBJECT('id', 'e8', 'source', 'create_contact', 'target', 'create_pet'),
-      JSON_OBJECT('id', 'e9', 'source', 'create_pet', 'target', 'end')
-    )
-  ),
-  @user_id
-);
-
--- Insert tool allowlist
-INSERT INTO ai_tool_configs (id, tool_name, enabled)
-VALUES 
-  (UUID(), 'findAccount', true),
-  (UUID(), 'createAccount', true),
-  (UUID(), 'findContact', true),
-  (UUID(), 'createContact', true),
-  (UUID(), 'createPet', true)
-ON DUPLICATE KEY UPDATE enabled = true;
-
-SELECT 'Demo process inserted successfully!' as result;

backend/migrations/tenant/20250131000001_add_layout_type_to_page_layouts.js

@@ -0,0 +1,95 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = async function(knex) {
+  // Check if layout_type column already exists (in case of partial migration)
+  const hasLayoutType = await knex.schema.hasColumn('page_layouts', 'layout_type');
+  
+  // Check if the old index exists
+  const [indexes] = await knex.raw(`SHOW INDEX FROM page_layouts WHERE Key_name = 'page_layouts_object_id_is_default_index'`);
+  const hasOldIndex = indexes.length > 0;
+
+  // Check if foreign key exists
+  const [fks] = await knex.raw(`
+    SELECT CONSTRAINT_NAME FROM information_schema.TABLE_CONSTRAINTS 
+    WHERE TABLE_SCHEMA = DATABASE() 
+    AND TABLE_NAME = 'page_layouts' 
+    AND CONSTRAINT_TYPE = 'FOREIGN KEY'
+    AND CONSTRAINT_NAME = 'page_layouts_object_id_foreign'
+  `);
+  const hasForeignKey = fks.length > 0;
+
+  if (hasOldIndex) {
+    // First, drop the foreign key constraint that depends on the index (if it exists)
+    if (hasForeignKey) {
+      await knex.schema.alterTable('page_layouts', (table) => {
+        table.dropForeign(['object_id']);
+      });
+    }
+
+    // Now we can safely drop the old index
+    await knex.schema.alterTable('page_layouts', (table) => {
+      table.dropIndex(['object_id', 'is_default']);
+    });
+  }
+
+  // Add layout_type column if it doesn't exist
+  if (!hasLayoutType) {
+    await knex.schema.alterTable('page_layouts', (table) => {
+      // Add layout_type column to distinguish between detail/edit layouts and list view layouts
+      // Default to 'detail' for existing layouts
+      table.enum('layout_type', ['detail', 'list']).notNullable().defaultTo('detail').after('name');
+    });
+  }
+
+  // Check if new index exists
+  const [newIndexes] = await knex.raw(`SHOW INDEX FROM page_layouts WHERE Key_name = 'page_layouts_object_id_layout_type_is_default_index'`);
+  const hasNewIndex = newIndexes.length > 0;
+
+  if (!hasNewIndex) {
+    // Create new index including layout_type
+    await knex.schema.alterTable('page_layouts', (table) => {
+      table.index(['object_id', 'layout_type', 'is_default']);
+    });
+  }
+
+  // Re-check if foreign key exists (may have been dropped above or in previous attempt)
+  const [fksAfter] = await knex.raw(`
+    SELECT CONSTRAINT_NAME FROM information_schema.TABLE_CONSTRAINTS 
+    WHERE TABLE_SCHEMA = DATABASE() 
+    AND TABLE_NAME = 'page_layouts' 
+    AND CONSTRAINT_TYPE = 'FOREIGN KEY'
+    AND CONSTRAINT_NAME = 'page_layouts_object_id_foreign'
+  `);
+  
+  if (fksAfter.length === 0) {
+    // Re-add the foreign key constraint
+    await knex.schema.alterTable('page_layouts', (table) => {
+      table.foreign('object_id').references('id').inTable('object_definitions').onDelete('CASCADE');
+    });
+  }
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = async function(knex) {
+  // Drop the foreign key first
+  await knex.schema.alterTable('page_layouts', (table) => {
+    table.dropForeign(['object_id']);
+  });
+
+  // Drop the new index and column, restore old index
+  await knex.schema.alterTable('page_layouts', (table) => {
+    table.dropIndex(['object_id', 'layout_type', 'is_default']);
+    table.dropColumn('layout_type');
+    table.index(['object_id', 'is_default']);
+  });
+
+  // Re-add the foreign key constraint
+  await knex.schema.alterTable('page_layouts', (table) => {
+    table.foreign('object_id').references('id').inTable('object_definitions').onDelete('CASCADE');
+  });
+};

backend/migrations/tenant/20250321000001_create_ai_processes_module.js

@@ -1,72 +0,0 @@
-exports.up = async function (knex) {
-  await knex.schema.createTable('ai_processes', (table) => {
-    table.uuid('id').primary();
-    table.string('name').notNullable();
-    table.text('description');
-    table.integer('latest_version').notNullable().defaultTo(1);
-    table.string('created_by').notNullable();
-    table.timestamp('created_at').defaultTo(knex.fn.now());
-    table.timestamp('updated_at').defaultTo(knex.fn.now());
-  });
-
-  await knex.schema.createTable('ai_process_versions', (table) => {
-    table.uuid('id').primary();
-    table.uuid('process_id').notNullable();
-    table.integer('version').notNullable();
-    table.json('graph_json').notNullable();
-    table.json('compiled_json').notNullable();
-    table.string('created_by').notNullable();
-    table.timestamp('created_at').defaultTo(knex.fn.now());
-    table.unique(['process_id', 'version']);
-    table.index(['process_id']);
-  });
-
-  await knex.schema.createTable('ai_process_runs', (table) => {
-    table.uuid('id').primary();
-    table.uuid('process_id').notNullable();
-    table.integer('version').notNullable();
-    table.string('status').notNullable();
-    table.json('input_json').notNullable();
-    table.json('output_json');
-    table.json('error_json');
-    table.json('state_json');
-    table.string('current_node_id');
-    table.timestamp('started_at').defaultTo(knex.fn.now());
-    table.timestamp('ended_at');
-    table.index(['process_id']);
-  });
-
-  await knex.schema.createTable('ai_chat_sessions', (table) => {
-    table.uuid('id').primary();
-    table.string('user_id').notNullable();
-    table.timestamp('created_at').defaultTo(knex.fn.now());
-    table.index(['user_id']);
-  });
-
-  await knex.schema.createTable('ai_chat_messages', (table) => {
-    table.uuid('id').primary();
-    table.uuid('session_id').notNullable();
-    table.string('role').notNullable();
-    table.text('content').notNullable();
-    table.timestamp('created_at').defaultTo(knex.fn.now());
-    table.index(['session_id']);
-  });
-
-  await knex.schema.createTable('ai_audit_events', (table) => {
-    table.uuid('id').primary();
-    table.uuid('run_id').notNullable();
-    table.string('event_type').notNullable();
-    table.json('payload_json').notNullable();
-    table.timestamp('created_at').defaultTo(knex.fn.now());
-    table.index(['run_id']);
-  });
-};
-
-exports.down = async function (knex) {
-  await knex.schema.dropTableIfExists('ai_audit_events');
-  await knex.schema.dropTableIfExists('ai_chat_messages');
-  await knex.schema.dropTableIfExists('ai_chat_sessions');
-  await knex.schema.dropTableIfExists('ai_process_runs');
-  await knex.schema.dropTableIfExists('ai_process_versions');
-  await knex.schema.dropTableIfExists('ai_processes');
-};

backend/migrations/tenant/20250321000002_create_ai_tool_configs.js

@@ -1,14 +0,0 @@
-exports.up = async function (knex) {
-  await knex.schema.createTable('ai_tool_configs', (table) => {
-    table.uuid('id').primary();
-    table.string('tool_name').notNullable().unique();
-    table.boolean('enabled').notNullable().defaultTo(true);
-    table.json('config_json');
-    table.timestamp('created_at').defaultTo(knex.fn.now());
-    table.timestamp('updated_at').defaultTo(knex.fn.now());
-  });
-};
-
-exports.down = async function (knex) {
-  await knex.schema.dropTableIfExists('ai_tool_configs');
-};

backend/migrations/tenant/20260410000001_create_saved_list_views.js

@@ -0,0 +1,55 @@
+/**
+ * Creates the saved_list_views table.
+ * Each row stores a named, reusable search/filter configuration for a specific
+ * CRM object type. Views can be private to the owning user or shared with the
+ * whole tenant.
+ *
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = function (knex) {
+  return knex.schema.createTable('saved_list_views', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+
+    // Human-readable name given by the user (or AI-suggested)
+    table.string('name').notNullable();
+
+    // The object this view belongs to (e.g. "Dog", "Contact")
+    table.string('object_api_name').notNullable();
+
+    // The user who created/owns this view
+    table.uuid('user_id').notNullable();
+
+    // When true the view is visible to all users in the tenant
+    table.boolean('is_shared').notNullable().defaultTo(false);
+
+    // Strategy is always "query" for saved views (keyword views are not saved)
+    table.string('strategy').notNullable().defaultTo('query');
+
+    // Resolved filters as JSON array of AiSearchFilter objects
+    table.json('filters').notNullable();
+
+    // Optional sort: { field: string, direction: "asc" | "desc" }
+    table.json('sort').nullable();
+
+    // AI-generated plain-language explanation of what this view shows
+    table.text('description').nullable();
+
+    table.timestamps(true, true);
+
+    // Foreign key to users
+    table.foreign('user_id').references('id').inTable('users').onDelete('CASCADE');
+
+    // Primary lookup: all views for an object visible to a user
+    table.index(['object_api_name', 'user_id']);
+    table.index(['object_api_name', 'is_shared']);
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = function (knex) {
+  return knex.schema.dropTableIfExists('saved_list_views');
+};

backend/migrations/tenant/20260410000002_add_saved_list_view_object_definition.js

@@ -0,0 +1,35 @@
+/**
+ * Inserts a system object_definition row for SavedListView.
+ * This allows saved_list_views records to be shared via record_shares
+ * (which requires a valid objectDefinitionId FK).
+ *
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = async function (knex) {
+  // Only insert if it doesn't already exist (idempotent)
+  const existing = await knex('object_definitions')
+    .where({ apiName: 'SavedListView' })
+    .first();
+
+  if (!existing) {
+    await knex('object_definitions').insert({
+      apiName: 'SavedListView',
+      label: 'Saved List View',
+      pluralLabel: 'Saved List Views',
+      description: 'System object for sharing saved list views via record_shares',
+      isSystem: true,
+      isCustom: false,
+    });
+  }
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = async function (knex) {
+  await knex('object_definitions')
+    .where({ apiName: 'SavedListView' })
+    .delete();
+};

backend/migrations/tenant/20260410000003_add_alias_and_name_to_users.js

@@ -0,0 +1,30 @@
+/**
+ * Add 'alias' and virtual 'name' column to users table.
+ * 
+ * - alias: a user-editable display name / nickname
+ * - name:  a generated column that returns COALESCE(alias, CONCAT(firstName, ' ', lastName), email)
+ *          so that lookup fields referencing User.name always resolve.
+ */
+exports.up = function (knex) {
+  return knex.schema.alterTable('users', (table) => {
+    table.string('alias', 255).nullable().after('lastName');
+    table.string('name', 512).nullable().after('alias');
+  }).then(() => {
+    // Backfill existing rows: name = alias, or firstName + lastName, or email
+    return knex.raw(`
+      UPDATE users
+      SET name = COALESCE(
+        NULLIF(alias, ''),
+        NULLIF(TRIM(CONCAT(COALESCE(firstName, ''), ' ', COALESCE(lastName, ''))), ''),
+        email
+      )
+    `);
+  });
+};
+
+exports.down = function (knex) {
+  return knex.schema.alterTable('users', (table) => {
+    table.dropColumn('name');
+    table.dropColumn('alias');
+  });
+};

backend/migrations/tenant/20260411000001_create_knowledge_layer_tables.js

@@ -0,0 +1,93 @@
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.up = async function (knex) {
+  await knex.schema.createTable('comments', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+    table.string('parent_object_api_name').notNullable();
+    table.uuid('parent_record_id').notNullable();
+    table.uuid('author_user_id').notNullable();
+    table.text('content').notNullable();
+    table.timestamps(true, true);
+
+    table.foreign('author_user_id').references('id').inTable('users').onDelete('CASCADE');
+    table.index(['parent_object_api_name', 'parent_record_id'], 'comments_parent_idx');
+    table.index(['author_user_id'], 'comments_author_idx');
+  });
+
+  await knex.schema.createTable('semantic_documents', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+    table.string('entity_type').notNullable();
+    table.uuid('entity_id').notNullable();
+    table.string('title').nullable();
+    table.text('narrative').nullable();
+    table.json('metadata').nullable();
+    table.json('source_summary').nullable();
+    table.timestamps(true, true);
+
+    table.unique(['entity_type', 'entity_id'], {
+      indexName: 'semantic_documents_entity_unique',
+    });
+    table.index(['entity_type'], 'semantic_documents_type_idx');
+  });
+
+  await knex.schema.createTable('semantic_chunks', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+    table.uuid('semantic_document_id').notNullable();
+    table.integer('chunk_index').notNullable();
+    table.string('source_kind').notNullable().defaultTo('base_record');
+    table.uuid('source_ref_id').nullable();
+    table.text('text').notNullable();
+    table.json('metadata').nullable();
+    table.timestamps(true, true);
+
+    table.foreign('semantic_document_id').references('id').inTable('semantic_documents').onDelete('CASCADE');
+    table.unique(['semantic_document_id', 'chunk_index'], {
+      indexName: 'semantic_chunks_doc_index_unique',
+    });
+    table.index(['semantic_document_id'], 'semantic_chunks_document_idx');
+    table.index(['source_kind'], 'semantic_chunks_source_kind_idx');
+  });
+
+  await knex.schema.createTable('semantic_links', (table) => {
+    table.uuid('id').primary().defaultTo(knex.raw('(UUID())'));
+    table.string('source_entity_type', 100).notNullable();
+    table.uuid('source_entity_id').notNullable();
+    table.string('target_entity_type', 100).notNullable();
+    table.uuid('target_entity_id').notNullable();
+    table.string('link_type', 100).notNullable().defaultTo('related_to');
+    table.string('status').notNullable().defaultTo('suggested');
+    table.string('origin').notNullable().defaultTo('semantic');
+    table.decimal('confidence', 5, 4).notNullable().defaultTo(0);
+    table.text('reason').nullable();
+    table.json('evidence').nullable();
+    table.uuid('suggested_by_user_id').nullable();
+    table.uuid('reviewed_by_user_id').nullable();
+    table.timestamp('reviewed_at').nullable();
+    table.timestamps(true, true);
+
+    table.foreign('suggested_by_user_id').references('id').inTable('users').onDelete('SET NULL');
+    table.foreign('reviewed_by_user_id').references('id').inTable('users').onDelete('SET NULL');
+
+    table.unique(
+      ['source_entity_type', 'source_entity_id', 'target_entity_type', 'target_entity_id', 'link_type'],
+      { indexName: 'semantic_links_unique_pair_type' },
+    );
+
+    table.index(['source_entity_type', 'source_entity_id'], 'semantic_links_source_idx');
+    table.index(['target_entity_type', 'target_entity_id'], 'semantic_links_target_idx');
+    table.index(['status'], 'semantic_links_status_idx');
+  });
+};
+
+/**
+ * @param { import("knex").Knex } knex
+ * @returns { Promise<void> }
+ */
+exports.down = async function (knex) {
+  await knex.schema.dropTableIfExists('semantic_links');
+  await knex.schema.dropTableIfExists('semantic_chunks');
+  await knex.schema.dropTableIfExists('semantic_documents');
+  await knex.schema.dropTableIfExists('comments');
+};

backend/package-lock.json

@@ -11,7 +11,7 @@
       "dependencies": {
         "@casl/ability": "^6.7.5",
         "@fastify/websocket": "^10.0.1",
-        "@langchain/core": "^1.1.12",
+        "@langchain/core": "^1.1.15",
         "@langchain/langgraph": "^1.0.15",
         "@langchain/openai": "^1.2.1",
         "@nestjs/bullmq": "^10.1.0",
@@ -25,17 +25,14 @@
         "@nestjs/serve-static": "^4.0.2",
         "@nestjs/websockets": "^10.4.20",
         "@prisma/client": "^5.8.0",
-        "@types/json-logic-js": "^2.0.8",
-        "ajv": "^8.17.1",
-        "ajv-formats": "^3.0.1",
         "bcrypt": "^5.1.1",
         "bullmq": "^5.1.0",
         "class-transformer": "^0.5.1",
         "class-validator": "^0.14.1",
+        "deepagents": "^1.5.0",
         "ioredis": "^5.3.2",
-        "json-logic-js": "^2.0.5",
         "knex": "^3.1.0",
-        "langchain": "^1.2.7",
+        "langchain": "^1.2.10",
         "mysql2": "^3.15.3",
         "objection": "^3.1.5",
         "openai": "^6.15.0",
@@ -100,41 +97,6 @@
         }
       }
     },
-    "node_modules/@angular-devkit/core/node_modules/ajv": {
-      "version": "8.12.0",
-      "resolved": "https://registry.npmjs.org/ajv/-/ajv-8.12.0.tgz",
-      "integrity": "sha512-sRu1kpcO9yLtYxBKvqfTeh9KzZEwO3STyX1HT+4CaDzC6HpTGYhIhPIzj9XuKU7KYDwnaeh5hcOwjy1QuJzBPA==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "fast-deep-equal": "^3.1.1",
-        "json-schema-traverse": "^1.0.0",
-        "require-from-string": "^2.0.2",
-        "uri-js": "^4.2.2"
-      },
-      "funding": {
-        "type": "github",
-        "url": "https://github.com/sponsors/epoberezkin"
-      }
-    },
-    "node_modules/@angular-devkit/core/node_modules/ajv-formats": {
-      "version": "2.1.1",
-      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
-      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependenciesMeta": {
-        "ajv": {
-          "optional": true
-        }
-      }
-    },
     "node_modules/@angular-devkit/core/node_modules/rxjs": {
       "version": "7.8.1",
       "resolved": "https://registry.npmjs.org/rxjs/-/rxjs-7.8.1.tgz",
@@ -267,6 +229,26 @@
         "tslib": "^2.1.0"
       }
     },
+    "node_modules/@anthropic-ai/sdk": {
+      "version": "0.71.2",
+      "resolved": "https://registry.npmjs.org/@anthropic-ai/sdk/-/sdk-0.71.2.tgz",
+      "integrity": "sha512-TGNDEUuEstk/DKu0/TflXAEt+p+p/WhTlFzEnoosvbaDU2LTjm42igSdlL0VijrKpWejtOKxX0b8A7uc+XiSAQ==",
+      "license": "MIT",
+      "dependencies": {
+        "json-schema-to-ts": "^3.1.1"
+      },
+      "bin": {
+        "anthropic-ai-sdk": "bin/cli"
+      },
+      "peerDependencies": {
+        "zod": "^3.25.0 || ^4.0.0"
+      },
+      "peerDependenciesMeta": {
+        "zod": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/@babel/code-frame": {
       "version": "7.27.1",
       "resolved": "https://registry.npmjs.org/@babel/code-frame/-/code-frame-7.27.1.tgz",
@@ -728,6 +710,15 @@
         "@babel/core": "^7.0.0-0"
       }
     },
+    "node_modules/@babel/runtime": {
+      "version": "7.28.6",
+      "resolved": "https://registry.npmjs.org/@babel/runtime/-/runtime-7.28.6.tgz",
+      "integrity": "sha512-05WQkdpL9COIMz4LjTxGpPNCdlpyimKppYNoJ5Di5EUObifl8t4tuLuUBBZEpoLYOmfvIWrsp9fCl0HoPRVTdA==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=6.9.0"
+      }
+    },
     "node_modules/@babel/template": {
       "version": "7.27.2",
       "resolved": "https://registry.npmjs.org/@babel/template/-/template-7.27.2.tgz",
@@ -968,23 +959,6 @@
         "fast-uri": "^2.0.0"
       }
     },
-    "node_modules/@fastify/ajv-compiler/node_modules/ajv-formats": {
-      "version": "2.1.1",
-      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
-      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
-      "license": "MIT",
-      "dependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependenciesMeta": {
-        "ajv": {
-          "optional": true
-        }
-      }
-    },
     "node_modules/@fastify/cors": {
       "version": "9.0.1",
       "resolved": "https://registry.npmjs.org/@fastify/cors/-/cors-9.0.1.tgz",
@@ -1745,10 +1719,26 @@
         "@jridgewell/sourcemap-codec": "^1.4.14"
       }
     },
+    "node_modules/@langchain/anthropic": {
+      "version": "1.3.10",
+      "resolved": "https://registry.npmjs.org/@langchain/anthropic/-/anthropic-1.3.10.tgz",
+      "integrity": "sha512-VXq5fsEJ4FB5XGrnoG+bfm0I7OlmYLI4jZ6cX9RasyqhGo9wcDyKw1+uEQ1H7Og7jWrTa1bfXCun76wttewJnw==",
+      "license": "MIT",
+      "dependencies": {
+        "@anthropic-ai/sdk": "^0.71.0",
+        "zod": "^3.25.76 || ^4"
+      },
+      "engines": {
+        "node": ">=20"
+      },
+      "peerDependencies": {
+        "@langchain/core": "1.1.15"
+      }
+    },
     "node_modules/@langchain/core": {
-      "version": "1.1.12",
-      "resolved": "https://registry.npmjs.org/@langchain/core/-/core-1.1.12.tgz",
-      "integrity": "sha512-sHWLvhyLi3fntlg3MEPB89kCjxEX7/+imlIYJcp6uFGCAZfGxVWklqp22HwjT1szorUBYrkO8u0YA554ReKxGQ==",
+      "version": "1.1.15",
+      "resolved": "https://registry.npmjs.org/@langchain/core/-/core-1.1.15.tgz",
+      "integrity": "sha512-b8RN5DkWAmDAlMu/UpTZEluYwCLpm63PPWniRKlE8ie3KkkE7IuMQ38pf4kV1iaiI+d99BEQa2vafQHfCujsRA==",
       "license": "MIT",
       "dependencies": {
         "@cfworker/json-schema": "^4.0.2",
@@ -2543,7 +2533,6 @@
       "version": "2.1.5",
       "resolved": "https://registry.npmjs.org/@nodelib/fs.scandir/-/fs.scandir-2.1.5.tgz",
       "integrity": "sha512-vq24Bq3ym5HEQm2NKCr3yXDwjc7vTsEThRDnkp2DK9p1uqLR+DHurm/NOTo0KG7HYHU7eppKZj3MyqYuMBf62g==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "@nodelib/fs.stat": "2.0.5",
@@ -2557,7 +2546,6 @@
       "version": "2.0.5",
       "resolved": "https://registry.npmjs.org/@nodelib/fs.stat/-/fs.stat-2.0.5.tgz",
       "integrity": "sha512-RkhPPp2zrqDAQA/2jNhnztcPAlv64XdhIp7a7454A5ovI7Bukxgt7MX7udwAu3zg1DcpPU0rz3VV1SeaqvY4+A==",
-      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">= 8"
@@ -2567,7 +2555,6 @@
       "version": "1.2.8",
       "resolved": "https://registry.npmjs.org/@nodelib/fs.walk/-/fs.walk-1.2.8.tgz",
       "integrity": "sha512-oGB+UxlgWcgQkgwo8GcEGwemoTFt3FIO9ababBmaGwXIoBKZ+GTy0pP185beGg7Llih/NSHSV2XAs1lnznocSg==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "@nodelib/fs.scandir": "2.1.5",
@@ -2973,12 +2960,6 @@
         "pretty-format": "^29.0.0"
       }
     },
-    "node_modules/@types/json-logic-js": {
-      "version": "2.0.8",
-      "resolved": "https://registry.npmjs.org/@types/json-logic-js/-/json-logic-js-2.0.8.tgz",
-      "integrity": "sha512-WgNsDPuTPKYXl0Jh0IfoCoJoAGGYZt5qzpmjuLSEg7r0cKp/kWtWp0HAsVepyPSPyXiHo6uXp/B/kW/2J1fa2Q==",
-      "license": "MIT"
-    },
     "node_modules/@types/json-schema": {
       "version": "7.0.15",
       "resolved": "https://registry.npmjs.org/@types/json-schema/-/json-schema-7.0.15.tgz",
@@ -3636,15 +3617,15 @@
       }
     },
     "node_modules/ajv": {
-      "version": "8.17.1",
-      "resolved": "https://registry.npmjs.org/ajv/-/ajv-8.17.1.tgz",
-      "integrity": "sha512-B/gBuNg5SiMTrPkC+A2+cW0RszwxYmn6VYxB/inlBStS5nx6xHIt/ehKRhIMhqusl7a8LjQoZnjCs5vhwxOQ1g==",
+      "version": "8.12.0",
+      "resolved": "https://registry.npmjs.org/ajv/-/ajv-8.12.0.tgz",
+      "integrity": "sha512-sRu1kpcO9yLtYxBKvqfTeh9KzZEwO3STyX1HT+4CaDzC6HpTGYhIhPIzj9XuKU7KYDwnaeh5hcOwjy1QuJzBPA==",
       "license": "MIT",
       "dependencies": {
-        "fast-deep-equal": "^3.1.3",
-        "fast-uri": "^3.0.1",
+        "fast-deep-equal": "^3.1.1",
         "json-schema-traverse": "^1.0.0",
-        "require-from-string": "^2.0.2"
+        "require-from-string": "^2.0.2",
+        "uri-js": "^4.2.2"
       },
       "funding": {
         "type": "github",
@@ -3652,9 +3633,9 @@
       }
     },
     "node_modules/ajv-formats": {
-      "version": "3.0.1",
-      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-3.0.1.tgz",
-      "integrity": "sha512-8iUql50EUR+uUcdRQ3HDqa6EVyo3docL8g5WJ3FNcWmu62IbkGUue/pEyLBW8VGKKucTPgqeks4fIU1DA4yowQ==",
+      "version": "2.1.1",
+      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
+      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
       "license": "MIT",
       "dependencies": {
         "ajv": "^8.0.0"
@@ -3681,22 +3662,6 @@
         "ajv": "^8.8.2"
       }
     },
-    "node_modules/ajv/node_modules/fast-uri": {
-      "version": "3.1.0",
-      "resolved": "https://registry.npmjs.org/fast-uri/-/fast-uri-3.1.0.tgz",
-      "integrity": "sha512-iPeeDKJSWf4IEOasVVrknXpaBV0IApz/gp7S2bb7Z4Lljbl2MGJRqInZiUrQwV16cpzw/D3S5j5Julj/gT52AA==",
-      "funding": [
-        {
-          "type": "github",
-          "url": "https://github.com/sponsors/fastify"
-        },
-        {
-          "type": "opencollective",
-          "url": "https://opencollective.com/fastify"
-        }
-      ],
-      "license": "BSD-3-Clause"
-    },
     "node_modules/ansi-colors": {
       "version": "4.1.3",
       "resolved": "https://registry.npmjs.org/ansi-colors/-/ansi-colors-4.1.3.tgz",
@@ -4107,7 +4072,6 @@
       "version": "3.0.3",
       "resolved": "https://registry.npmjs.org/braces/-/braces-3.0.3.tgz",
       "integrity": "sha512-yQbXgO/OSZVD2IsiLlro+7Hf6Q18EJrKSEsdoMzKePKXct3gvD8oLcOQdIzGupr5Fj+EDe8gO/lxc1BzfMpxvA==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "fill-range": "^7.1.1"
@@ -4832,6 +4796,22 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/deepagents": {
+      "version": "1.5.0",
+      "resolved": "https://registry.npmjs.org/deepagents/-/deepagents-1.5.0.tgz",
+      "integrity": "sha512-tjZLOISPMpqfk+k/iE1uIZavXW9j4NrhopUmH5ARqzmk95EEtGDyN++tgnY+tdVOOZTjE2LHjOVV7or58dtx8A==",
+      "license": "MIT",
+      "dependencies": {
+        "@langchain/anthropic": "^1.3.7",
+        "@langchain/core": "^1.1.12",
+        "@langchain/langgraph": "^1.0.14",
+        "fast-glob": "^3.3.3",
+        "langchain": "^1.2.7",
+        "micromatch": "^4.0.8",
+        "yaml": "^2.8.2",
+        "zod": "^4.3.5"
+      }
+    },
     "node_modules/deepmerge": {
       "version": "4.3.1",
       "resolved": "https://registry.npmjs.org/deepmerge/-/deepmerge-4.3.1.tgz",
@@ -5592,7 +5572,6 @@
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-      "dev": true,
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         "@nodelib/fs.stat": "^2.0.2",
@@ -5627,6 +5606,23 @@
         "rfdc": "^1.2.0"
       }
     },
+    "node_modules/fast-json-stringify/node_modules/ajv-formats": {
+      "version": "3.0.1",
+      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-3.0.1.tgz",
+      "integrity": "sha512-8iUql50EUR+uUcdRQ3HDqa6EVyo3docL8g5WJ3FNcWmu62IbkGUue/pEyLBW8VGKKucTPgqeks4fIU1DA4yowQ==",
+      "license": "MIT",
+      "dependencies": {
+        "ajv": "^8.0.0"
+      },
+      "peerDependencies": {
+        "ajv": "^8.0.0"
+      },
+      "peerDependenciesMeta": {
+        "ajv": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/fast-levenshtein": {
       "version": "2.0.6",
       "resolved": "https://registry.npmjs.org/fast-levenshtein/-/fast-levenshtein-2.0.6.tgz",
@@ -5801,7 +5797,6 @@
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-      "dev": true,
       "license": "MIT",
       "dependencies": {
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@@ -6206,7 +6201,6 @@
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-      "dev": true,
       "license": "ISC",
       "dependencies": {
         "is-glob": "^4.0.1"
@@ -6655,7 +6649,6 @@
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-      "dev": true,
       "license": "MIT",
       "engines": {
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@@ -6684,7 +6677,6 @@
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-      "dev": true,
       "license": "MIT",
       "dependencies": {
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@@ -6719,7 +6711,6 @@
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-      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=0.12.0"
@@ -7654,12 +7645,6 @@
       "dev": true,
       "license": "MIT"
     },
-    "node_modules/json-logic-js": {
-      "version": "2.0.5",
-      "resolved": "https://registry.npmjs.org/json-logic-js/-/json-logic-js-2.0.5.tgz",
-      "integrity": "sha512-rTT2+lqcuUmj4DgWfmzupZqQDA64AdmYqizzMPWj3DxGdfFNsxPpcNVSaTj4l8W2tG/+hg7/mQhxjU3aPacO6g==",
-      "license": "MIT"
-    },
     "node_modules/json-parse-even-better-errors": {
       "version": "2.3.1",
       "resolved": "https://registry.npmjs.org/json-parse-even-better-errors/-/json-parse-even-better-errors-2.3.1.tgz",
@@ -7676,6 +7661,19 @@
         "fast-deep-equal": "^3.1.3"
       }
     },
+    "node_modules/json-schema-to-ts": {
+      "version": "3.1.1",
+      "resolved": "https://registry.npmjs.org/json-schema-to-ts/-/json-schema-to-ts-3.1.1.tgz",
+      "integrity": "sha512-+DWg8jCJG2TEnpy7kOm/7/AxaYoaRbjVB4LFZLySZlWn8exGs3A4OLJR966cVvU26N7X9TWxl+Jsw7dzAqKT6g==",
+      "license": "MIT",
+      "dependencies": {
+        "@babel/runtime": "^7.18.3",
+        "ts-algebra": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/json-schema-traverse": {
       "version": "1.0.0",
       "resolved": "https://registry.npmjs.org/json-schema-traverse/-/json-schema-traverse-1.0.0.tgz",
@@ -7878,9 +7876,9 @@
       }
     },
     "node_modules/langchain": {
-      "version": "1.2.7",
-      "resolved": "https://registry.npmjs.org/langchain/-/langchain-1.2.7.tgz",
-      "integrity": "sha512-G+3Ftz/08CurJaE7LukQGBf3mCSz7XM8LZeAaFPg391Ru4lT8eLYfG6Fv4ZI0u6EBsPVcOQfaS9ig8nCRmJeqA==",
+      "version": "1.2.10",
+      "resolved": "https://registry.npmjs.org/langchain/-/langchain-1.2.10.tgz",
+      "integrity": "sha512-9uVxOJE/RTECvNutQfOLwH7f6R9mcq0G/IMHwA2eptDA86R/Yz2zWMz4vARVFPxPrdSJ9nJFDPAqRQlRFwdHBw==",
       "license": "MIT",
       "dependencies": {
         "@langchain/langgraph": "^1.0.0",
@@ -7893,7 +7891,7 @@
         "node": ">=20"
       },
       "peerDependencies": {
-        "@langchain/core": "1.1.12"
+        "@langchain/core": "1.1.15"
       }
     },
     "node_modules/langchain/node_modules/uuid": {
@@ -8268,7 +8266,6 @@
       "version": "1.4.1",
       "resolved": "https://registry.npmjs.org/merge2/-/merge2-1.4.1.tgz",
       "integrity": "sha512-8q7VEgMJW4J8tcfVPy8g09NcQwZdbwFEqhe/WZkoIzjn/3TGDwtOCYtXGxA3O8tPzpczCCDgv+P2P5y00ZJOOg==",
-      "dev": true,
       "license": "MIT",
       "engines": {
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@@ -8278,7 +8275,6 @@
       "version": "4.0.8",
       "resolved": "https://registry.npmjs.org/micromatch/-/micromatch-4.0.8.tgz",
       "integrity": "sha512-PXwfBhYu0hBCPw8Dn0E+WDYb7af3dSLVWKi3HGv84IdF4TyFoC0ysxFd0Goxw7nSv4T/PzEJQxsYsEiFCKo2BA==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "braces": "^3.0.3",
@@ -8292,7 +8288,6 @@
       "version": "2.3.1",
       "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-2.3.1.tgz",
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-      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=8.6"
@@ -8722,22 +8717,37 @@
         "knex": ">=1.0.1"
       }
     },
-    "node_modules/objection/node_modules/ajv-formats": {
-      "version": "2.1.1",
-      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
-      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
+    "node_modules/objection/node_modules/ajv": {
+      "version": "8.17.1",
+      "resolved": "https://registry.npmjs.org/ajv/-/ajv-8.17.1.tgz",
+      "integrity": "sha512-B/gBuNg5SiMTrPkC+A2+cW0RszwxYmn6VYxB/inlBStS5nx6xHIt/ehKRhIMhqusl7a8LjQoZnjCs5vhwxOQ1g==",
       "license": "MIT",
       "dependencies": {
-        "ajv": "^8.0.0"
+        "fast-deep-equal": "^3.1.3",
+        "fast-uri": "^3.0.1",
+        "json-schema-traverse": "^1.0.0",
+        "require-from-string": "^2.0.2"
       },
-      "peerDependencies": {
-        "ajv": "^8.0.0"
+      "funding": {
+        "type": "github",
+        "url": "https://github.com/sponsors/epoberezkin"
+      }
     },
-      "peerDependenciesMeta": {
-        "ajv": {
-          "optional": true
-        }
+    "node_modules/objection/node_modules/fast-uri": {
+      "version": "3.1.0",
+      "resolved": "https://registry.npmjs.org/fast-uri/-/fast-uri-3.1.0.tgz",
+      "integrity": "sha512-iPeeDKJSWf4IEOasVVrknXpaBV0IApz/gp7S2bb7Z4Lljbl2MGJRqInZiUrQwV16cpzw/D3S5j5Julj/gT52AA==",
+      "funding": [
+        {
+          "type": "github",
+          "url": "https://github.com/sponsors/fastify"
+        },
+        {
+          "type": "opencollective",
+          "url": "https://opencollective.com/fastify"
         }
+      ],
+      "license": "BSD-3-Clause"
     },
     "node_modules/obliterator": {
       "version": "2.0.5",
@@ -9399,7 +9409,6 @@
       "version": "2.3.1",
       "resolved": "https://registry.npmjs.org/punycode/-/punycode-2.3.1.tgz",
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-      "dev": true,
       "license": "MIT",
       "engines": {
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@@ -9441,7 +9450,6 @@
       "version": "1.2.3",
       "resolved": "https://registry.npmjs.org/queue-microtask/-/queue-microtask-1.2.3.tgz",
       "integrity": "sha512-NuaNSa6flKT5JaSYQzJok04JzTL1CA6aGhv5rfLW3PgqA+M2ChpZQnAC8h8i4ZFkBS8X5RqkDBHA7r4hej3K9A==",
-      "dev": true,
       "funding": [
         {
           "type": "github",
@@ -9780,7 +9788,6 @@
       "version": "1.2.0",
       "resolved": "https://registry.npmjs.org/run-parallel/-/run-parallel-1.2.0.tgz",
       "integrity": "sha512-5l4VyZR86LZ/lDxZTR6jqL8AFE2S0IFLMP26AbjsLVADxHdhB/c0GUsH+y39UfCi3dzz8OlQuPmnaJOMoDHQBA==",
-      "dev": true,
       "funding": [
         {
           "type": "github",
@@ -10535,24 +10542,6 @@
         }
       }
     },
-    "node_modules/terser-webpack-plugin/node_modules/ajv-formats": {
-      "version": "2.1.1",
-      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
-      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
-      "dev": true,
-      "license": "MIT",
-      "dependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependenciesMeta": {
-        "ajv": {
-          "optional": true
-        }
-      }
-    },
     "node_modules/terser-webpack-plugin/node_modules/jest-worker": {
       "version": "27.5.1",
       "resolved": "https://registry.npmjs.org/jest-worker/-/jest-worker-27.5.1.tgz",
@@ -10728,7 +10717,6 @@
       "version": "5.0.1",
       "resolved": "https://registry.npmjs.org/to-regex-range/-/to-regex-range-5.0.1.tgz",
       "integrity": "sha512-65P7iz6X5yEr1cwcgvQxbbIw7Uk3gOy5dIdtZ4rDveLqhrdJP+Li/Hx6tyK0NEb+2GCyneCMJiGqrADCSNk8sQ==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "is-number": "^7.0.0"
@@ -10780,6 +10768,12 @@
         "tree-kill": "cli.js"
       }
     },
+    "node_modules/ts-algebra": {
+      "version": "2.0.0",
+      "resolved": "https://registry.npmjs.org/ts-algebra/-/ts-algebra-2.0.0.tgz",
+      "integrity": "sha512-FPAhNPFMrkwz76P7cdjdmiShwMynZYN6SgOujD1urY4oNm80Ou9oMdmbR45LotcKOXoy7wSmHkRFE6Mxbrhefw==",
+      "license": "MIT"
+    },
     "node_modules/ts-api-utils": {
       "version": "1.4.3",
       "resolved": "https://registry.npmjs.org/ts-api-utils/-/ts-api-utils-1.4.3.tgz",
@@ -11128,7 +11122,6 @@
       "version": "4.4.1",
       "resolved": "https://registry.npmjs.org/uri-js/-/uri-js-4.4.1.tgz",
       "integrity": "sha512-7rKUyy33Q1yc98pQ1DAmLtwX109F7TIfWlW1Ydo8Wl1ii1SeHieeh0HHfPeL2fMXK6z0s8ecKs9frCuLJvndBg==",
-      "dev": true,
       "license": "BSD-2-Clause",
       "dependencies": {
         "punycode": "^2.1.0"
@@ -11312,25 +11305,6 @@
         "node": ">=10.13.0"
       }
     },
-    "node_modules/webpack/node_modules/ajv-formats": {
-      "version": "2.1.1",
-      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
-      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
-      "dev": true,
-      "license": "MIT",
-      "peer": true,
-      "dependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependencies": {
-        "ajv": "^8.0.0"
-      },
-      "peerDependenciesMeta": {
-        "ajv": {
-          "optional": true
-        }
-      }
-    },
     "node_modules/webpack/node_modules/es-module-lexer": {
       "version": "2.0.0",
       "resolved": "https://registry.npmjs.org/es-module-lexer/-/es-module-lexer-2.0.0.tgz",
@@ -11546,6 +11520,21 @@
       "dev": true,
       "license": "ISC"
     },
+    "node_modules/yaml": {
+      "version": "2.8.2",
+      "resolved": "https://registry.npmjs.org/yaml/-/yaml-2.8.2.tgz",
+      "integrity": "sha512-mplynKqc1C2hTVYxd0PU2xQAc22TI1vShAYGksCCfxbn/dFwnHTNi1bvYsBTkhdUNtGIf5xNOg938rrSSYvS9A==",
+      "license": "ISC",
+      "bin": {
+        "yaml": "bin.mjs"
+      },
+      "engines": {
+        "node": ">= 14.6"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/eemeli"
+      }
+    },
     "node_modules/yargs": {
       "version": "17.7.2",
       "resolved": "https://registry.npmjs.org/yargs/-/yargs-17.7.2.tgz",
@@ -11599,9 +11588,9 @@
       }
     },
     "node_modules/zod": {
-      "version": "3.25.76",
-      "resolved": "https://registry.npmjs.org/zod/-/zod-3.25.76.tgz",
-      "integrity": "sha512-gzUt/qt81nXsFGKIFcC3YnfEAx5NkunCfnDlvuBSSFS02bcXu4Lmea0AFIUwbLWxWPx3d9p8S5QoaujKcNQxcQ==",
+      "version": "4.3.5",
+      "resolved": "https://registry.npmjs.org/zod/-/zod-4.3.5.tgz",
+      "integrity": "sha512-k7Nwx6vuWx1IJ9Bjuf4Zt1PEllcwe7cls3VNzm4CQ1/hgtFUK2bRNG3rvnpPUhFjmqJKAKtjV576KnUkHocg/g==",
       "license": "MIT",
       "funding": {
         "url": "https://github.com/sponsors/colinhacks"

backend/package.json

@@ -23,13 +23,12 @@
     "migrate:rollback": "knex migrate:rollback --knexfile=knexfile.js",
     "migrate:status": "ts-node -r tsconfig-paths/register scripts/check-migration-status.ts",
     "migrate:tenant": "ts-node -r tsconfig-paths/register scripts/migrate-tenant.ts",
-    "migrate:all-tenants": "ts-node -r tsconfig-paths/register scripts/migrate-all-tenants.ts",
-    "seed:demo-process": "ts-node -r tsconfig-paths/register scripts/seed-demo-process.ts"
+    "migrate:all-tenants": "ts-node -r tsconfig-paths/register scripts/migrate-all-tenants.ts"
   },
   "dependencies": {
     "@casl/ability": "^6.7.5",
     "@fastify/websocket": "^10.0.1",
-    "@langchain/core": "^1.1.12",
+    "@langchain/core": "^1.1.15",
     "@langchain/langgraph": "^1.0.15",
     "@langchain/openai": "^1.2.1",
     "@nestjs/bullmq": "^10.1.0",
@@ -43,17 +42,14 @@
     "@nestjs/serve-static": "^4.0.2",
     "@nestjs/websockets": "^10.4.20",
     "@prisma/client": "^5.8.0",
-    "@types/json-logic-js": "^2.0.8",
-    "ajv": "^8.17.1",
-    "ajv-formats": "^3.0.1",
     "bcrypt": "^5.1.1",
     "bullmq": "^5.1.0",
     "class-transformer": "^0.5.1",
     "class-validator": "^0.14.1",
+    "deepagents": "^1.5.0",
     "ioredis": "^5.3.2",
-    "json-logic-js": "^2.0.5",
     "knex": "^3.1.0",
-    "langchain": "^1.2.7",
+    "langchain": "^1.2.10",
     "mysql2": "^3.15.3",
     "objection": "^3.1.5",
     "openai": "^6.15.0",

backend/prisma/schema.prisma

@@ -20,6 +20,8 @@ model User {
   password  String
   firstName String?
   lastName  String?
+  alias     String?
+  name      String?
   isActive  Boolean  @default(true)
   createdAt DateTime @default(now())
   updatedAt DateTime @updatedAt
@@ -181,101 +183,6 @@ model ContactDetail {
   @@map("contact_details")
 }
 
-// AI Process Builder + Chat Orchestrator
-model AiProcess {
-  id            String   @id @default(uuid())
-  tenantId      String   @map("tenant_id")
-  name          String
-  description   String?  @db.Text
-  latestVersion Int      @default(1) @map("latest_version")
-  createdBy     String   @map("created_by")
-  createdAt     DateTime @default(now()) @map("created_at")
-  updatedAt     DateTime @updatedAt @map("updated_at")
-
-  versions AiProcessVersion[]
-  runs     AiProcessRun[]
-
-  @@index([tenantId])
-  @@map("ai_processes")
-}
-
-model AiProcessVersion {
-  id          String   @id @default(uuid())
-  tenantId    String   @map("tenant_id")
-  processId   String   @map("process_id")
-  version     Int
-  graphJson   Json     @map("graph_json")
-  compiledJson Json    @map("compiled_json")
-  createdBy   String   @map("created_by")
-  createdAt   DateTime @default(now()) @map("created_at")
-
-  process AiProcess @relation(fields: [processId], references: [id], onDelete: Cascade)
-
-  @@unique([processId, version])
-  @@index([tenantId])
-  @@map("ai_process_versions")
-}
-
-model AiProcessRun {
-  id           String   @id @default(uuid())
-  tenantId     String   @map("tenant_id")
-  processId    String   @map("process_id")
-  version      Int
-  status       String
-  inputJson    Json     @map("input_json")
-  outputJson   Json?    @map("output_json")
-  errorJson    Json?    @map("error_json")
-  stateJson    Json?    @map("state_json")
-  currentNodeId String? @map("current_node_id")
-  startedAt    DateTime @default(now()) @map("started_at")
-  endedAt      DateTime? @map("ended_at")
-
-  process AiProcess @relation(fields: [processId], references: [id], onDelete: Cascade)
-
-  @@index([tenantId])
-  @@index([processId])
-  @@map("ai_process_runs")
-}
-
-model AiChatSession {
-  id        String   @id @default(uuid())
-  tenantId  String   @map("tenant_id")
-  userId    String   @map("user_id")
-  createdAt DateTime @default(now()) @map("created_at")
-
-  messages AiChatMessage[]
-
-  @@index([tenantId])
-  @@index([userId])
-  @@map("ai_chat_sessions")
-}
-
-model AiChatMessage {
-  id        String   @id @default(uuid())
-  sessionId String   @map("session_id")
-  role      String
-  content   String   @db.Text
-  createdAt DateTime @default(now()) @map("created_at")
-
-  session AiChatSession @relation(fields: [sessionId], references: [id], onDelete: Cascade)
-
-  @@index([sessionId])
-  @@map("ai_chat_messages")
-}
-
-model AiAuditEvent {
-  id         String   @id @default(uuid())
-  tenantId   String   @map("tenant_id")
-  runId      String   @map("run_id")
-  eventType  String   @map("event_type")
-  payloadJson Json    @map("payload_json")
-  createdAt  DateTime @default(now()) @map("created_at")
-
-  @@index([tenantId])
-  @@index([runId])
-  @@map("ai_audit_events")
-}
-
 // Application Builder
 model App {
   id          String   @id @default(uuid())

backend/scripts/seed-demo-process.ts

@@ -1,332 +0,0 @@
-import { randomUUID } from 'crypto';
-import { AiProcess, AiProcessVersion, AiToolConfig } from '../src/models/ai-process.model';
-
-// Bootstrap NestJS to get proper services
-async function getTenantContext(tenantSlugOrId: string) {
-  const { NestFactory } = await import('@nestjs/core');
-  const { AppModule } = await import('../src/app.module');
-  const { TenantDatabaseService } = await import('../src/tenant/tenant-database.service');
-  
-  // Create app context (without listening)
-  const app = await NestFactory.createApplicationContext(AppModule, {
-    logger: false,
-  });
-  
-  const tenantDbService = app.get(TenantDatabaseService);
-  
-  // Resolve tenant ID
-  const tenantId = await tenantDbService.resolveTenantId(tenantSlugOrId);
-  
-  // Get proper Knex connection
-  const knex = await tenantDbService.getTenantKnexById(tenantId);
-  
-  return { tenantId, knex, app };
-}
-
-/**
- * Seed script for demo AI Process: Register New Pet
- * 
- * This process demonstrates:
- * - Conditional logic (find or create account/contact)
- * - Tool usage (findAccount, createAccount, findContact, createContact, createPet)
- * - Sequential execution
- * - LLM decision nodes with structured JSON output
- * 
- * Usage:
- *   npm run seed:demo-process -- <tenant-slug-or-id>
- */
-
-const demoProcessGraph = {
-  id: 'register_new_pet',
-  name: 'Register New Pet',
-  description: 'Complete pet registration workflow with account and contact resolution',
-  allowCycles: false,
-  nodes: [
-    {
-      id: 'start',
-      type: 'Start',
-      position: { x: 250, y: 50 },
-      data: { label: 'Start' },
-    },
-    {
-      id: 'extract_info',
-      type: 'LLMDecisionNode',
-      position: { x: 250, y: 150 },
-      data: {
-        label: 'Extract Pet Info',
-        promptTemplate: `Extract pet registration information from the user message.
-
-User message: {{state.message}}
-
-Extract:
-- Pet name (required)
-- Pet species (required, e.g., "dog", "cat", "bird")
-- Pet breed (optional)
-- Pet age (optional, as number)
-- Owner first name (required)
-- Owner last name (required)
-- Owner email (optional)
-- Owner phone (optional)
-- Account/Company name (optional, defaults to owner's full name)
-
-Return JSON with these exact fields.`,
-        inputKeys: ['message'],
-        outputSchema: {
-          type: 'object',
-          properties: {
-            petName: { type: 'string' },
-            species: { type: 'string' },
-            breed: { type: 'string' },
-            age: { type: 'number' },
-            ownerFirstName: { type: 'string' },
-            ownerLastName: { type: 'string' },
-            ownerEmail: { type: 'string' },
-            ownerPhone: { type: 'string' },
-            accountName: { type: 'string' },
-          },
-          required: ['petName', 'species', 'ownerFirstName', 'ownerLastName'],
-        },
-        model: { name: 'gpt-4o', temperature: 0 },
-      },
-    },
-    {
-      id: 'find_account',
-      type: 'ToolNode',
-      position: { x: 250, y: 280 },
-      data: {
-        label: 'Find Account',
-        toolName: 'findAccount',
-        argsTemplate: {
-          name: '{{state.accountName}}',
-          email: '{{state.ownerEmail}}',
-        },
-        outputMapping: {
-          found: 'accountFound',
-          accountId: 'accountId',
-        },
-      },
-    },
-    {
-      id: 'create_account',
-      type: 'ToolNode',
-      position: { x: 450, y: 380 },
-      data: {
-        label: 'Create Account',
-        toolName: 'createAccount',
-        argsTemplate: {
-          name: '{{state.accountName}}',
-          email: '{{state.ownerEmail}}',
-          phone: '{{state.ownerPhone}}',
-        },
-        outputMapping: {
-          accountId: 'accountId',
-        },
-      },
-    },
-    {
-      id: 'find_contact',
-      type: 'ToolNode',
-      position: { x: 250, y: 480 },
-      data: {
-        label: 'Find Contact',
-        toolName: 'findContact',
-        argsTemplate: {
-          firstName: '{{state.ownerFirstName}}',
-          lastName: '{{state.ownerLastName}}',
-          email: '{{state.ownerEmail}}',
-          accountId: '{{state.accountId}}',
-        },
-        outputMapping: {
-          found: 'contactFound',
-          contactId: 'contactId',
-        },
-      },
-    },
-    {
-      id: 'create_contact',
-      type: 'ToolNode',
-      position: { x: 450, y: 580 },
-      data: {
-        label: 'Create Contact',
-        toolName: 'createContact',
-        argsTemplate: {
-          firstName: '{{state.ownerFirstName}}',
-          lastName: '{{state.ownerLastName}}',
-          email: '{{state.ownerEmail}}',
-          phone: '{{state.ownerPhone}}',
-          accountId: '{{state.accountId}}',
-        },
-        outputMapping: {
-          contactId: 'contactId',
-        },
-      },
-    },
-    {
-      id: 'create_pet',
-      type: 'ToolNode',
-      position: { x: 250, y: 680 },
-      data: {
-        label: 'Create Pet Record',
-        toolName: 'createPet',
-        argsTemplate: {
-          name: '{{state.petName}}',
-          species: '{{state.species}}',
-          breed: '{{state.breed}}',
-          age: '{{state.age}}',
-          ownerId: '{{state.contactId}}',
-        },
-        outputMapping: {
-          petId: 'petId',
-        },
-      },
-    },
-    {
-      id: 'end',
-      type: 'End',
-      position: { x: 250, y: 780 },
-      data: { label: 'End' },
-    },
-  ],
-  edges: [
-    { id: 'e1', source: 'start', target: 'extract_info' },
-    { id: 'e2', source: 'extract_info', target: 'find_account' },
-    {
-      id: 'e3',
-      source: 'find_account',
-      target: 'find_contact',
-      condition: { '==': [{ var: 'accountFound' }, true] },
-    },
-    {
-      id: 'e4',
-      source: 'find_account',
-      target: 'create_account',
-      condition: { '==': [{ var: 'accountFound' }, false] },
-    },
-    { id: 'e5', source: 'create_account', target: 'find_contact' },
-    {
-      id: 'e6',
-      source: 'find_contact',
-      target: 'create_pet',
-      condition: { '==': [{ var: 'contactFound' }, true] },
-    },
-    {
-      id: 'e7',
-      source: 'find_contact',
-      target: 'create_contact',
-      condition: { '==': [{ var: 'contactFound' }, false] },
-    },
-    { id: 'e8', source: 'create_contact', target: 'create_pet' },
-    { id: 'e9', source: 'create_pet', target: 'end' },
-  ],
-};
-
-const demoTools = [
-  'findAccount',
-  'createAccount',
-  'findContact',
-  'createContact',
-  'createPet',
-];
-
-async function seedDemoProcess(tenantSlugOrId: string) {
-  let app;
-  try {
-    console.log(`\n🌱 Seeding demo AI process for tenant: ${tenantSlugOrId}\n`);
-
-    const context = await getTenantContext(tenantSlugOrId);
-    const { tenantId, knex, app: nestApp } = context;
-    app = nestApp;
-    
-    console.log(`✓ Resolved tenant ID: ${tenantId}`);
-    console.log(`✓ Connected to tenant database`);
-
-    // Check if process already exists
-    const existing = await AiProcess.query(knex)
-      .where('name', demoProcessGraph.name)
-      .first();
-
-    if (existing) {
-      console.log(`⚠ Process "${demoProcessGraph.name}" already exists (ID: ${existing.id})`);
-      console.log(`  To create a new version, update via the UI.`);
-      return;
-    }
-
-    // Create process in transaction
-    await knex.transaction(async (trx) => {
-      const processId = randomUUID();
-      const userId = 'system'; // System user for seed data
-
-      // Create process
-      await AiProcess.query(trx).insert({
-        id: processId,
-        name: demoProcessGraph.name,
-        description: demoProcessGraph.description,
-        latestVersion: 1,
-        createdBy: userId,
-      });
-      console.log(`✓ Created process: ${demoProcessGraph.name} (${processId})`);
-
-      // Create initial version
-      // Note: In production, this would call the compiler service
-      // For seed, we're storing a simplified version
-      await AiProcessVersion.query(trx).insert({
-        id: randomUUID(),
-        processId,
-        version: 1,
-        graphJson: demoProcessGraph,
-        compiledJson: {
-          graphId: demoProcessGraph.id,
-          version: 1,
-          nodes: demoProcessGraph.nodes,
-          edges: demoProcessGraph.edges,
-          startNodeId: 'start',
-          endNodeIds: ['end'],
-          adjacency: {},
-        },
-        createdBy: userId,
-      });
-      console.log(`✓ Created process version 1`);
-
-      // Enable demo tools for tenant
-      for (const toolName of demoTools) {
-        const existingTool = await AiToolConfig.query(trx)
-          .where('tool_name', toolName)
-          .first();
-
-        if (!existingTool) {
-          await AiToolConfig.query(trx).insert({
-            id: randomUUID(),
-            toolName,
-            enabled: true,
-          });
-          console.log(`✓ Enabled tool: ${toolName}`);
-        }
-      }
-    });
-
-    console.log(`\n✅ Demo process seeded successfully!\n`);
-    console.log(`Next steps:`);
-    console.log(`  1. Navigate to /ai-processes in your frontend`);
-    console.log(`  2. Open the "${demoProcessGraph.name}" process`);
-    console.log(`  3. Test it by sending a message like:`);
-    console.log(`     "Register a dog named Max, owned by John Smith (john@email.com)"`);
-    console.log();
-
-    if (app) await app.close();
-    process.exit(0);
-  } catch (error) {
-    console.error('❌ Seed failed:', error);
-    if (app) await app.close();
-    process.exit(1);
-  }
-}
-
-// Get tenant from command line args
-const tenantSlugOrId = process.argv[2];
-
-if (!tenantSlugOrId) {
-  console.error('Usage: npm run seed:demo-process -- <tenant-slug-or-id>');
-  process.exit(1);
-}
-
-seedDemoProcess(tenantSlugOrId);

backend/src/ai-assistant/ai-assistant.controller.ts

@@ -38,4 +38,12 @@ export class AiAssistantController {
       payload,
     );
   }
+
+  @Post('suggest-view-name')
+  async suggestViewName(
+    @TenantId() tenantId: string,
+    @Body() payload: { objectLabel: string; filters: any[]; explanation?: string },
+  ) {
+    return this.aiAssistantService.suggestViewName(tenantId, payload);
+  }
 }

backend/src/ai-assistant/ai-assistant.module.ts

@@ -10,6 +10,5 @@ import { MeilisearchModule } from '../search/meilisearch.module';
   imports: [ObjectModule, PageLayoutModule, TenantModule, MeilisearchModule],
   controllers: [AiAssistantController],
   providers: [AiAssistantService],
-  exports: [AiAssistantService],
 })
 export class AiAssistantModule {}

backend/src/ai-assistant/ai-assistant.types.ts

@@ -12,15 +12,94 @@ export interface AiChatContext {
 
 export interface AiAssistantReply {
   reply: string;
-  action?: 'create_record' | 'collect_fields' | 'clarify';
+  action?: 'create_record' | 'collect_fields' | 'clarify' | 'plan_complete' | 'plan_pending';
   missingFields?: string[];
   record?: any;
+  records?: any[]; // Multiple records when plan execution completes
+  plan?: RecordCreationPlan;
 }
 
+// ============================================
+// Entity Discovery Types
+// ============================================
+
+export interface EntityFieldInfo {
+  apiName: string;
+  label: string;
+  type: string;
+  isRequired: boolean;
+  isSystem: boolean;
+  referenceObject?: string; // For LOOKUP fields, the target entity
+  description?: string;
+}
+
+export interface EntityRelationship {
+  fieldApiName: string;
+  fieldLabel: string;
+  targetEntity: string;
+  relationshipType: 'lookup' | 'master-detail' | 'polymorphic';
+}
+
+export interface EntityInfo {
+  apiName: string;
+  label: string;
+  pluralLabel?: string;
+  description?: string;
+  fields: EntityFieldInfo[];
+  requiredFields: string[]; // Field apiNames that are required
+  relationships: EntityRelationship[];
+}
+
+export interface SystemEntities {
+  entities: EntityInfo[];
+  entityByApiName: Record<string, EntityInfo>; // Changed from Map for state serialization
+  loadedAt: number;
+}
+
+// ============================================
+// Planning Types
+// ============================================
+
+export interface PlannedRecord {
+  id: string; // Temporary ID for planning (e.g., "temp_account_1")
+  entityApiName: string;
+  entityLabel: string;
+  fields: Record<string, any>;
+  resolvedFields?: Record<string, any>; // Fields after dependency resolution
+  missingRequiredFields: string[];
+  dependsOn: string[]; // IDs of other planned records this depends on
+  status: 'pending' | 'ready' | 'created' | 'failed';
+  createdRecordId?: string; // Actual ID after creation
+  wasExisting?: boolean; // True if record already existed in database
+  error?: string;
+}
+
+export interface RecordCreationPlan {
+  id: string;
+  records: PlannedRecord[];
+  executionOrder: string[]; // Ordered list of planned record IDs
+  status: 'building' | 'incomplete' | 'ready' | 'executing' | 'completed' | 'failed';
+  createdRecords: any[];
+  errors: string[];
+}
+
+// ============================================
+// State Types
+// ============================================
+
 export interface AiAssistantState {
   message: string;
+  messages?: any[]; // BaseMessage[] from langchain - used when invoked by Deep Agent
   history?: AiChatMessage[];
   context: AiChatContext;
+  
+  // Entity discovery
+  systemEntities?: SystemEntities;
+  
+  // Planning
+  plan?: RecordCreationPlan;
+  
+  // Legacy fields (kept for compatibility during transition)
   objectDefinition?: any;
   pageLayout?: any;
   extractedFields?: Record<string, any>;

backend/src/ai-processes/__tests__/ai-processes.compiler.spec.ts

@@ -1,25 +0,0 @@
-import { compileProcessGraph, GraphValidationError } from '../ai-processes.compiler';
-import { demoRegisterNewPetProcess } from '../demo-process';
-
-describe('ai-processes compiler', () => {
-  it('throws when missing start node', () => {
-    const badGraph = {
-      ...demoRegisterNewPetProcess,
-      nodes: demoRegisterNewPetProcess.nodes.filter((n) => n.type !== 'Start'),
-    };
-
-    expect(() =>
-      compileProcessGraph(badGraph, { tenantId: 'default', version: 1 }),
-    ).toThrow(GraphValidationError);
-  });
-
-  it('compiles the demo process graph', () => {
-    const compiled = compileProcessGraph(demoRegisterNewPetProcess, {
-      tenantId: 'default',
-      version: 1,
-    });
-
-    expect(compiled.startNodeId).toBe('start');
-    expect(compiled.endNodeIds).toContain('end');
-  });
-});

backend/src/ai-processes/__tests__/ai-processes.runner.spec.ts

@@ -1,40 +0,0 @@
-import { compileProcessGraph } from '../ai-processes.compiler';
-import { demoRegisterNewPetProcess } from '../demo-process';
-import { runCompiledGraph } from '../ai-processes.runner';
-import { ToolRegistry } from '../tools/tool-registry';
-
-describe('ai-processes runner', () => {
-  it('runs the demo process until human input is required', async () => {
-    const compiled = compileProcessGraph(demoRegisterNewPetProcess, {
-      tenantId: 'default',
-      version: 1,
-    });
-
-    const result = await runCompiledGraph({
-      compiledGraph: compiled,
-      input: {
-        accountName: 'Acme Inc',
-        firstName: 'Jamie',
-        lastName: 'Doe',
-      },
-      toolRegistry: new ToolRegistry(),
-      toolContext: { tenantId: 'default', userId: 'user-1' },
-      llmDecision: async (node, state) => {
-        if (node.id === 'decide_account') {
-          return { accountAction: 'find', accountName: state.accountName };
-        }
-        if (node.id === 'decide_contact') {
-          return {
-            contactAction: 'find',
-            firstName: state.firstName,
-            lastName: state.lastName,
-          };
-        }
-        return {};
-      },
-    });
-
-    expect(result.status).toBe('waiting');
-    expect(result.currentNodeId).toBe('need_pet');
-  });
-});

backend/src/ai-processes/ai-processes.compiler.ts

@@ -1,191 +0,0 @@
-import { apply as applyJsonLogic } from 'json-logic-js';
-import { createAjv } from './ai-processes.schemas';
-import {
-  CompiledGraph,
-  ProcessGraphDefinition,
-  ProcessGraphEdge,
-  ProcessGraphNode,
-} from './ai-processes.types';
-import { ToolRegistry } from './tools/tool-registry';
-
-export class GraphValidationError extends Error {
-  constructor(message: string) {
-    super(message);
-    this.name = 'GraphValidationError';
-  }
-}
-
-export interface CompileOptions {
-  tenantId: string;
-  version: number;
-}
-
-export const validateGraphDefinition = (
-  graph: ProcessGraphDefinition,
-  tenantId: string,
-) => {
-  const ajv = createAjv();
-  const validate = ajv.getSchema<ProcessGraphDefinition>('processGraph');
-  if (!validate) {
-    throw new GraphValidationError('Graph schema is not registered.');
-  }
-  const valid = validate(graph);
-  if (!valid) {
-    throw new GraphValidationError(
-      `Graph schema validation failed: ${ajv.errorsText(validate.errors)}`,
-    );
-  }
-
-  const startNodes = graph.nodes.filter((node) => node.type === 'Start');
-  const endNodes = graph.nodes.filter((node) => node.type === 'End');
-
-  if (startNodes.length !== 1) {
-    throw new GraphValidationError('Graph must contain exactly one Start node.');
-  }
-  if (endNodes.length < 1) {
-    throw new GraphValidationError('Graph must contain at least one End node.');
-  }
-
-  const nodeIds = new Set(graph.nodes.map((node) => node.id));
-  graph.edges.forEach((edge) => {
-    if (!nodeIds.has(edge.source) || !nodeIds.has(edge.target)) {
-      throw new GraphValidationError(`Edge ${edge.id} references unknown nodes.`);
-    }
-  });
-
-  const adjacency = buildAdjacency(graph.edges);
-  const reachable = new Set<string>();
-  const queue = [startNodes[0].id];
-
-  while (queue.length) {
-    const current = queue.shift();
-    if (!current || reachable.has(current)) continue;
-    reachable.add(current);
-    (adjacency[current] || []).forEach((neighbor) => queue.push(neighbor));
-  }
-
-  graph.nodes.forEach((node) => {
-    if (!reachable.has(node.id)) {
-      throw new GraphValidationError(`Node ${node.id} is not reachable.`);
-    }
-  });
-
-  if (!graph.allowCycles && hasCycle(graph.nodes, graph.edges)) {
-    throw new GraphValidationError('Graph contains cycles but allowCycles=false.');
-  }
-
-  const toolRegistry = new ToolRegistry();
-  const allToolNames = toolRegistry.getAllToolNames();
-  
-  graph.nodes.forEach((node) => {
-    if (node.type === 'ToolNode') {
-      const toolName = (node.data as { toolName?: string }).toolName;
-      if (!toolName) {
-        throw new GraphValidationError(
-          `ToolNode ${node.id} missing toolName configuration.`,
-        );
-      }
-      // Validate tool exists in registry (allowlist check happens at runtime)
-      if (!allToolNames.includes(toolName)) {
-        throw new GraphValidationError(
-          `Tool ${toolName} is not registered in the tool registry.`,
-        );
-      }
-    }
-    if (node.type === 'LLMDecisionNode') {
-      const data = node.data as {
-        promptTemplate?: string;
-        inputKeys?: string[];
-        outputSchema?: Record<string, unknown>;
-        model?: { name?: string; temperature?: number };
-      };
-      if (!data.promptTemplate || !data.outputSchema || !data.model?.name) {
-        throw new GraphValidationError(
-          `LLMDecisionNode ${node.id} missing required configuration.`,
-        );
-      }
-    }
-    if (node.type === 'HumanInputNode') {
-      const data = node.data as {
-        requiredFieldsSchema?: Record<string, unknown>;
-        promptToUser?: string;
-      };
-      if (!data.requiredFieldsSchema || !data.promptToUser) {
-        throw new GraphValidationError(
-          `HumanInputNode ${node.id} missing required configuration.`,
-        );
-      }
-    }
-  });
-
-  graph.edges.forEach((edge) => {
-    if (edge.condition) {
-      try {
-        applyJsonLogic(edge.condition, {});
-      } catch (error) {
-        throw new GraphValidationError(
-          `Edge ${edge.id} has invalid json-logic condition.`,
-        );
-      }
-    }
-  });
-};
-
-export const compileProcessGraph = (
-  graph: ProcessGraphDefinition,
-  options: CompileOptions,
-): CompiledGraph => {
-  validateGraphDefinition(graph, options.tenantId);
-
-  const startNodeId = graph.nodes.find((node) => node.type === 'Start')?.id;
-  if (!startNodeId) {
-    throw new GraphValidationError('Start node missing after validation.');
-  }
-
-  const endNodeIds = graph.nodes
-    .filter((node) => node.type === 'End')
-    .map((node) => node.id);
-
-  return {
-    graphId: graph.id,
-    version: options.version,
-    nodes: graph.nodes,
-    edges: graph.edges,
-    startNodeId,
-    endNodeIds,
-    adjacency: buildAdjacency(graph.edges),
-    allowCycles: graph.allowCycles,
-    maxIterations: graph.maxIterations,
-  };
-};
-
-const buildAdjacency = (edges: ProcessGraphEdge[]) => {
-  return edges.reduce<Record<string, string[]>>((acc, edge) => {
-    if (!acc[edge.source]) {
-      acc[edge.source] = [];
-    }
-    acc[edge.source].push(edge.target);
-    return acc;
-  }, {});
-};
-
-const hasCycle = (nodes: ProcessGraphNode[], edges: ProcessGraphEdge[]) => {
-  const adjacency = buildAdjacency(edges);
-  const visited = new Set<string>();
-  const stack = new Set<string>();
-
-  const visit = (nodeId: string): boolean => {
-    if (stack.has(nodeId)) return true;
-    if (visited.has(nodeId)) return false;
-    visited.add(nodeId);
-    stack.add(nodeId);
-    const neighbors = adjacency[nodeId] || [];
-    for (const neighbor of neighbors) {
-      if (visit(neighbor)) return true;
-    }
-    stack.delete(nodeId);
-    return false;
-  };
-
-  return nodes.some((node) => visit(node.id));
-};

backend/src/ai-processes/ai-processes.controller.ts

@@ -1,144 +0,0 @@
-import {
-  Body,
-  Controller,
-  Get,
-  Param,
-  Post,
-  Put,
-  Query,
-  Sse,
-  UseGuards,
-} from '@nestjs/common';
-import { JwtAuthGuard } from '../auth/jwt-auth.guard';
-import { CurrentUser } from '../auth/current-user.decorator';
-import { TenantId } from '../tenant/tenant.decorator';
-import { AiProcessesService } from './ai-processes.service';
-import { AiProcessesStreamService } from './ai-processes.stream.service';
-import { AiProcessesOrchestratorService } from './ai-processes.orchestrator.service';
-import { CreateAiProcessDto, UpdateAiProcessDto } from './dto/ai-process.dto';
-import { CreateAiRunDto, ResumeAiRunDto } from './dto/ai-run.dto';
-import { CreateChatSessionDto, SendChatMessageDto } from './dto/ai-chat.dto';
-
-@Controller('tenants/:tenantId')
-@UseGuards(JwtAuthGuard)
-export class AiProcessesController {
-  constructor(
-    private readonly processesService: AiProcessesService,
-    private readonly streamService: AiProcessesStreamService,
-    private readonly orchestratorService: AiProcessesOrchestratorService,
-  ) {}
-
-  @Get('ai-processes')
-  async listProcesses(@TenantId() tenantId: string) {
-    return this.processesService.listProcesses(tenantId);
-  }
-
-  @Post('ai-processes')
-  async createProcess(
-    @TenantId() tenantId: string,
-    @CurrentUser() user: any,
-    @Body() payload: CreateAiProcessDto,
-  ) {
-    return this.processesService.createProcess(
-      tenantId,
-      user.userId,
-      payload.name,
-      payload.description,
-      payload.graph,
-    );
-  }
-
-  @Put('ai-processes/:processId')
-  async updateProcess(
-    @TenantId() tenantId: string,
-    @CurrentUser() user: any,
-    @Param('processId') processId: string,
-    @Body() payload: UpdateAiProcessDto,
-  ) {
-    return this.processesService.createProcessVersion(
-      tenantId,
-      user.userId,
-      processId,
-      payload.graph,
-    );
-  }
-
-  @Get('ai-processes/:processId/versions')
-  async listVersions(
-    @TenantId() tenantId: string,
-    @Param('processId') processId: string,
-  ) {
-    return this.processesService.listProcessVersions(tenantId, processId);
-  }
-
-  @Post('ai-processes/:processId/runs')
-  async createRun(
-    @TenantId() tenantId: string,
-    @CurrentUser() user: any,
-    @Param('processId') processId: string,
-    @Body() payload: CreateAiRunDto,
-  ) {
-    return this.processesService.createRun(
-      tenantId,
-      user.userId,
-      processId,
-      payload.input,
-      payload.sessionId,
-      payload.sessionId
-        ? (event) => this.streamService.emit(payload.sessionId as string, event)
-        : undefined,
-    );
-  }
-
-  @Post('ai-runs/:runId/resume')
-  async resumeRun(
-    @TenantId() tenantId: string,
-    @CurrentUser() user: any,
-    @Param('runId') runId: string,
-    @Body() payload: ResumeAiRunDto,
-  ) {
-    return this.processesService.resumeRun(
-      tenantId,
-      user.userId,
-      runId,
-      payload.input,
-      payload.sessionId,
-      payload.sessionId
-        ? (event) => this.streamService.emit(payload.sessionId as string, event)
-        : undefined,
-    );
-  }
-
-  @Post('ai-chat/sessions')
-  async createSession(
-    @TenantId() tenantId: string,
-    @CurrentUser() user: any,
-    @Body() _payload: CreateChatSessionDto,
-  ) {
-    return this.orchestratorService.createSession(tenantId, user.userId);
-  }
-
-  @Post('ai-chat/messages')
-  @Post('ai-processes/chat/messages')
-  async sendChatMessage(
-    @TenantId() tenantId: string,
-    @CurrentUser() user: any,
-    @Body() payload: SendChatMessageDto,
-  ) {
-    return this.orchestratorService.sendMessage(
-      tenantId,
-      user.userId,
-      payload.message,
-      payload.sessionId,
-      payload.processId,
-      payload.history,
-      payload.context,
-    );
-  }
-
-  @Sse('ai-chat/stream')
-  @Sse('ai-processes/stream')
-  streamChat(@Query('sessionId') sessionId: string) {
-    return this.streamService.getStream(sessionId);
-  }
-}

backend/src/ai-processes/ai-processes.module.ts

@@ -1,19 +0,0 @@
-import { Module } from '@nestjs/common';
-import { TenantModule } from '../tenant/tenant.module';
-import { AiAssistantModule } from '../ai-assistant/ai-assistant.module';
-import { AiProcessesController } from './ai-processes.controller';
-import { AiProcessesService } from './ai-processes.service';
-import { AiProcessesStreamService } from './ai-processes.stream.service';
-import { AiProcessesOrchestratorService } from './ai-processes.orchestrator.service';
-
-@Module({
-  imports: [TenantModule, AiAssistantModule],
-  controllers: [AiProcessesController],
-  providers: [
-    AiProcessesService,
-    AiProcessesStreamService,
-    AiProcessesOrchestratorService,
-  ],
-  exports: [AiProcessesService],
-})
-export class AiProcessesModule {}

backend/src/ai-processes/ai-processes.orchestrator.service.ts

@@ -1,212 +0,0 @@
-import { Injectable } from '@nestjs/common';
-import { Knex } from 'knex';
-import { AiProcessesService } from './ai-processes.service';
-import { AiProcessesStreamService } from './ai-processes.stream.service';
-import { AiAssistantService } from '../ai-assistant/ai-assistant.service';
-import { TenantDatabaseService } from '../tenant/tenant-database.service';
-import { AiChatMessage, AiChatSession } from '../models/ai-chat.model';
-import { DeepAgentOrchestrator } from './deep-agent.orchestrator';
-
-@Injectable()
-export class AiProcessesOrchestratorService {
-  constructor(
-    private readonly processesService: AiProcessesService,
-    private readonly streamService: AiProcessesStreamService,
-    private readonly tenantDbService: TenantDatabaseService,
-    private readonly aiAssistantService: AiAssistantService,
-  ) {}
-
-  private async getTenantContext(tenantId: string) {
-    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
-    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
-    return { knex, tenantId: resolvedTenantId };
-  }
-
-  private async createSessionWithContext(
-    knex: Knex,
-    tenantId: string,
-    userId: string,
-  ) {
-    return AiChatSession.query(knex).insert({
-      userId,
-    });
-  }
-
-  async createSession(tenantId: string, userId: string) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-    return this.createSessionWithContext(knex, resolvedTenantId, userId);
-  }
-
-  async sendMessage(
-    tenantId: string,
-    userId: string,
-    message: string,
-    sessionId?: string,
-    processId?: string,
-    history?: { role: string; text: string }[],
-    context?: Record<string, unknown>,
-  ) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-
-    const session = sessionId
-      ? await AiChatSession.query(knex).findById(sessionId)
-      : await this.createSessionWithContext(knex, resolvedTenantId, userId);
-
-    if (!session) {
-      throw new Error('Chat session not found.');
-    }
-
-    await AiChatMessage.query(knex).insert({
-      sessionId: session.id,
-      role: 'user',
-      content: message,
-    });
-
-    this.streamService.emit(session.id, { type: 'agent_started' });
-
-    const processes = await this.processesService.listProcesses(resolvedTenantId);
-    this.streamService.emit(session.id, {
-      type: 'processes_listed',
-      data: { count: processes.length },
-    });
-
-    // If no processes configured, fallback to standard AI assistant
-    if (!processes.length) {
-      const response = await this.aiAssistantService.handleChat(
-        resolvedTenantId,
-        userId,
-        message,
-        (history ?? []) as any,
-        context ?? {},
-      );
-      this.streamService.emit(session.id, {
-        type: 'final',
-        data: { reply: response.reply, action: response.action },
-      });
-      
-      await AiChatMessage.query(knex).insert({
-        sessionId: session.id,
-        role: 'assistant',
-        content: response.reply,
-      });
-      
-      return {
-        sessionId: session.id,
-        reply: response.reply,
-        action: response.action,
-        record: response.record,
-      };
-    }
-
-    // Get OpenAI credentials from tenant integrations
-    const credentials = await this.aiAssistantService.getOpenAiConfig(resolvedTenantId);
-    if (!credentials?.apiKey) {
-      throw new Error('OpenAI credentials not configured for this tenant');
-    }
-
-    // Create Deep Agent with tenant's credentials
-    const deepAgent = new DeepAgentOrchestrator(credentials.apiKey, credentials.model);
-
-    // Use Deep Agent to select the best process
-    const processInfos = processes.map((p) => ({
-      id: p.id,
-      name: p.name,
-      description: p.description || undefined,
-    }));
-
-    const selection = await deepAgent.selectProcess(
-      message,
-      processInfos,
-      history as any,
-    );
-
-    // If we need more information or no match, respond with question
-    if (selection.action === 'need_more_info' || selection.action === 'no_match') {
-      const reply = selection.question || selection.reasoning || 
-        'I\'m not sure which process to use. Could you provide more details?';
-      
-      this.streamService.emit(session.id, {
-        type: 'final',
-        data: { reply, needsMoreInfo: true },
-      });
-
-      await AiChatMessage.query(knex).insert({
-        sessionId: session.id,
-        role: 'assistant',
-        content: reply,
-      });
-
-      return { sessionId: session.id, reply, needsMoreInfo: true };
-    }
-
-    // Process selected - find it and execute
-    const selectedProcess = processes.find((p) => p.id === selection.processId);
-    if (!selectedProcess) {
-      throw new Error('Selected process not found.');
-    }
-
-    this.streamService.emit(session.id, {
-      type: 'process_selected',
-      processId: selectedProcess.id,
-      version: selectedProcess.latestVersion,
-      data: { processName: selectedProcess.name, reasoning: selection.reasoning },
-    });
-
-    // Extract inputs from the message
-    // For now, we'll use a simple approach - just pass the message as input
-    // In a more sophisticated implementation, we'd use the deep agent to extract structured inputs
-    const startMessage = await deepAgent.generateStartMessage(
-      selectedProcess.name,
-      { message },
-    );
-
-    this.streamService.emit(session.id, {
-      type: 'agent_message',
-      data: { message: startMessage },
-    });
-
-    await AiChatMessage.query(knex).insert({
-      sessionId: session.id,
-      role: 'assistant',
-      content: startMessage,
-    });
-
-    const { run, result } = await this.processesService.createRun(
-      resolvedTenantId,
-      userId,
-      selectedProcess.id,
-      { message, context: context || {} },
-      session.id,
-      (payload) => this.streamService.emit(session.id, payload),
-    );
-
-    // Emit final event
-    this.streamService.emit(session.id, {
-      type: 'final',
-      data: {
-        runId: run.id,
-        status: result.status,
-        output: result.output,
-        message: result.status === 'completed'
-          ? '✅ Workflow completed successfully!'
-          : result.status === 'error'
-          ? `❌ Workflow failed: ${result.error?.message || 'Unknown error'}`
-          : '⏸️ Workflow paused',
-      },
-    });
-
-    await AiChatMessage.query(knex).insert({
-      sessionId: session.id,
-      role: 'assistant',
-      content: result.status === 'completed'
-        ? '✅ Workflow completed successfully!'
-        : result.status === 'error'
-        ? `❌ Workflow failed: ${result.error?.message || 'Unknown error'}`
-        : '⏸️ Workflow paused',
-    });
-
-    return { sessionId: session.id, runId: run.id, status: result.status };
-  }
-}

backend/src/ai-processes/ai-processes.runner.ts

@@ -1,222 +0,0 @@
-import { apply as applyJsonLogic } from 'json-logic-js';
-import Ajv from 'ajv';
-import { ToolRegistry, ToolContext } from './tools/tool-registry';
-import {
-  AiProcessEventPayload,
-  CompiledGraph,
-  ProcessGraphNode,
-} from './ai-processes.types';
-
-export interface RunOptions {
-  compiledGraph: CompiledGraph;
-  input: Record<string, unknown>;
-  toolRegistry: ToolRegistry;
-  toolContext: ToolContext;
-  onEvent?: (event: AiProcessEventPayload) => void;
-  llmDecision: (
-    node: ProcessGraphNode,
-    state: Record<string, unknown>,
-  ) => Promise<Record<string, unknown>>;
-}
-
-export interface RunResult {
-  status: 'running' | 'waiting' | 'completed' | 'error';
-  state: Record<string, unknown>;
-  currentNodeId?: string;
-  output?: Record<string, unknown>;
-  error?: Record<string, unknown>;
-}
-
-export const runCompiledGraph = async (
-  options: RunOptions,
-  startNodeId?: string,
-): Promise<RunResult> => {
-  const {
-    compiledGraph,
-    input,
-    toolRegistry,
-    toolContext,
-    onEvent,
-    llmDecision,
-  } = options;
-
-  const state: Record<string, unknown> = { ...input };
-  let currentNodeId = startNodeId ?? compiledGraph.startNodeId;
-  let iterations = 0;
-  const maxIterations = compiledGraph.maxIterations ?? 50;
-
-  const emit = (payload: AiProcessEventPayload) => {
-    if (onEvent) {
-      onEvent(payload);
-    }
-  };
-
-  while (currentNodeId) {
-    if (
-      compiledGraph.nodes.length > 0 &&
-      compiledGraph.endNodeIds.includes(currentNodeId)
-    ) {
-      emit({ type: 'node_started', nodeId: currentNodeId });
-      emit({ type: 'node_completed', nodeId: currentNodeId });
-      emit({ type: 'final', data: { output: state } });
-      return { status: 'completed', state, output: state };
-    }
-
-    const node = compiledGraph.nodes.find((item) => item.id === currentNodeId);
-    if (!node) {
-      return {
-        status: 'error',
-        state,
-        error: { message: `Node ${currentNodeId} not found.` },
-      };
-    }
-
-    emit({ type: 'node_started', nodeId: node.id });
-
-    if (node.type === 'LLMDecisionNode') {
-      const output = await llmDecision(node, state);
-      validateNodeOutput(node, output);
-      Object.assign(state, output);
-    }
-
-    if (node.type === 'ToolNode') {
-      const toolName = (node.data as { toolName: string }).toolName;
-      emit({ type: 'tool_called', nodeId: node.id, toolName });
-      const tool = toolRegistry.getTool(toolName);
-      const argsTemplate = (node.data as { argsTemplate: Record<string, unknown> })
-        .argsTemplate;
-      const resolvedArgs = resolveTemplate(argsTemplate, state);
-      
-      // Debug logging
-      console.log(`[ToolNode ${node.id}] Tool: ${toolName}`);
-      console.log(`[ToolNode ${node.id}] State keys:`, Object.keys(state));
-      console.log(`[ToolNode ${node.id}] ArgsTemplate:`, JSON.stringify(argsTemplate));
-      console.log(`[ToolNode ${node.id}] ResolvedArgs:`, JSON.stringify(resolvedArgs));
-      
-      const toolResult = await tool(toolContext, {
-        ...resolvedArgs,
-        state,
-      });
-      
-      console.log(`[ToolNode ${node.id}] ToolResult:`, JSON.stringify(toolResult));
-      
-      const outputMapping = (node.data as { outputMapping: Record<string, string> })
-        .outputMapping;
-      Object.entries(outputMapping).forEach(([key, path]) => {
-        console.log(`[ToolNode ${node.id}] Mapping: toolResult['${key}'] = ${toolResult[key]} -> state['${path}']`);
-        state[path] = toolResult[key];
-      });
-    }
-
-    if (node.type === 'HumanInputNode') {
-      const data = node.data as {
-        requiredFieldsSchema: Record<string, unknown>;
-        promptToUser: string;
-      };
-      emit({
-        type: 'need_input',
-        nodeId: node.id,
-        data: {
-          requiredFieldsSchema: data.requiredFieldsSchema,
-          promptToUser: data.promptToUser,
-        },
-      });
-      return { status: 'waiting', state, currentNodeId: node.id };
-    }
-
-    emit({ type: 'node_completed', nodeId: node.id });
-
-    const nextTargets = compiledGraph.edges.filter(
-      (edge) => edge.source === node.id,
-    );
-
-    if (nextTargets.length === 0) {
-      return {
-        status: 'error',
-        state,
-        error: { message: `No outgoing edges for node ${node.id}.` },
-      };
-    }
-
-    const selectedEdge = selectEdge(nextTargets, state);
-    if (!selectedEdge) {
-      return {
-        status: 'error',
-        state,
-        error: { message: `No edge conditions matched for node ${node.id}.` },
-      };
-    }
-
-    currentNodeId = selectedEdge.target;
-    iterations += 1;
-
-    if (!compiledGraph.allowCycles && iterations > compiledGraph.nodes.length) {
-      return {
-        status: 'error',
-        state,
-        error: { message: 'Cycle detected during execution.' },
-      };
-    }
-
-    if (compiledGraph.allowCycles && iterations > maxIterations) {
-      return {
-        status: 'error',
-        state,
-        error: { message: 'Max iterations exceeded.' },
-      };
-    }
-  }
-
-  return { status: 'completed', state, output: state };
-};
-
-const resolveTemplate = (
-  template: Record<string, unknown>,
-  state: Record<string, unknown>,
-) => {
-  return Object.entries(template).reduce<Record<string, unknown>>(
-    (acc, [key, value]) => {
-      if (typeof value === 'string' && value.startsWith('{{state.')) {
-        const path = value.replace('{{state.', '').replace('}}', '');
-        acc[key] = state[path];
-      } else {
-        acc[key] = value;
-      }
-      return acc;
-    },
-    {},
-  );
-};
-
-const selectEdge = (
-  edges: { condition?: Record<string, unknown>; target: string }[],
-  state: Record<string, unknown>,
-) => {
-  if (edges.length === 1) return edges[0];
-
-  return edges.find((edge) => {
-    if (!edge.condition) return true;
-    try {
-      return Boolean(applyJsonLogic(edge.condition, state));
-    } catch (error) {
-      return false;
-    }
-  });
-};
-
-const validateNodeOutput = (
-  node: ProcessGraphNode,
-  output: Record<string, unknown>,
-) => {
-  const schema = (node.data as { outputSchema?: Record<string, unknown> })
-    .outputSchema;
-  if (!schema) return;
-  const ajv = new Ajv({ allErrors: true, strict: false });
-  const validate = ajv.compile(schema);
-  if (!validate(output)) {
-    const errors = validate.errors?.map(e => `${e.instancePath} ${e.message}`).join(', ');
-    throw new Error(
-      `LLM output invalid for node ${node.id}. Errors: ${errors}. Output: ${JSON.stringify(output)}`
-    );
-  }
-};

backend/src/ai-processes/ai-processes.schemas.ts

@@ -1,79 +0,0 @@
-import Ajv, { JSONSchemaType } from 'ajv';
-import addFormats from 'ajv-formats';
-import {
-  AiNodeType,
-  ProcessGraphDefinition,
-  ProcessGraphEdge,
-  ProcessGraphNode,
-} from './ai-processes.types';
-
-const nodeTypes: AiNodeType[] = [
-  'Start',
-  'LLMDecisionNode',
-  'ToolNode',
-  'HumanInputNode',
-  'End',
-];
-
-export const graphSchema: any = {
-  type: 'object',
-  required: ['id', 'name', 'nodes', 'edges'],
-  additionalProperties: false,
-  properties: {
-    id: { type: 'string' },
-    name: { type: 'string' },
-    description: { type: 'string', nullable: true },
-    allowCycles: { type: 'boolean', nullable: true },
-    maxIterations: { type: 'number', nullable: true },
-    nodes: {
-      type: 'array',
-      items: { $ref: '#/definitions/processGraphNode' },
-      minItems: 1,
-    },
-    edges: {
-      type: 'array',
-      items: { $ref: '#/definitions/processGraphEdge' },
-      minItems: 0,
-    },
-  },
-  definitions: {
-    processGraphEdge: {
-      type: 'object',
-      required: ['id', 'source', 'target'],
-      additionalProperties: false,
-      properties: {
-        id: { type: 'string' },
-        source: { type: 'string' },
-        target: { type: 'string' },
-        condition: { type: 'object', nullable: true },
-      },
-    },
-    processGraphNode: {
-      type: 'object',
-      required: ['id', 'type', 'data'],
-      additionalProperties: false,
-      properties: {
-        id: { type: 'string' },
-        type: { type: 'string', enum: nodeTypes },
-        position: {
-          type: 'object',
-          nullable: true,
-          required: ['x', 'y'],
-          additionalProperties: false,
-          properties: {
-            x: { type: 'number' },
-            y: { type: 'number' },
-          },
-        },
-        data: { type: 'object' },
-      },
-    },
-  },
-};
-
-export const createAjv = () => {
-  const ajv = new Ajv({ allErrors: true, strict: false });
-  addFormats(ajv);
-  ajv.addSchema(graphSchema, 'processGraph');
-  return ajv;
-};

backend/src/ai-processes/ai-processes.service.ts

@@ -1,319 +0,0 @@
-import { Injectable } from '@nestjs/common';
-import { randomUUID } from 'crypto';
-import { Knex } from 'knex';
-import { TenantDatabaseService } from '../tenant/tenant-database.service';
-import {
-  AiAuditEvent,
-  AiProcess,
-  AiProcessRun,
-  AiProcessVersion,
-} from '../models/ai-process.model';
-import { compileProcessGraph } from './ai-processes.compiler';
-import { runCompiledGraph } from './ai-processes.runner';
-import {
-  AiProcessEventPayload,
-  CompiledGraph,
-  ProcessGraphDefinition,
-} from './ai-processes.types';
-import { ToolRegistry } from './tools/tool-registry';
-import { demoTools } from './tools/demo-tools';
-
-@Injectable()
-export class AiProcessesService {
-  constructor(private readonly tenantDbService: TenantDatabaseService) {}
-
-  private async getTenantContext(tenantId: string) {
-    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
-    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
-    return { knex, tenantId: resolvedTenantId };
-  }
-
-  async listProcesses(tenantId: string) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-    return AiProcess.query(knex)
-      .withGraphFetched('versions')
-      .orderBy('created_at', 'desc');
-  }
-
-  async getProcess(tenantId: string, processId: string) {
-    const { knex } = await this.getTenantContext(tenantId);
-    return AiProcess.query(knex)
-      .findById(processId)
-      .withGraphFetched('versions');
-  }
-
-  async createProcess(
-    tenantId: string,
-    userId: string,
-    name: string,
-    description: string | undefined,
-    graph: ProcessGraphDefinition,
-  ) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-    const compiled = compileProcessGraph(graph, {
-      tenantId: resolvedTenantId,
-      version: 1,
-    });
-
-    return knex.transaction(async (trx) => {
-      const processId = randomUUID();
-
-      await AiProcess.query(trx).insert({
-        id: processId,
-        name,
-        description,
-        latestVersion: 1,
-        createdBy: userId,
-      });
-
-      await trx('ai_process_versions').insert({
-        id: randomUUID(),
-        process_id: processId,
-        version: 1,
-        graph_json: JSON.stringify(graph),
-        compiled_json: JSON.stringify(compiled),
-        created_by: userId,
-        created_at: new Date(),
-      });
-
-      return AiProcess.query(trx)
-        .findById(processId)
-        .withGraphFetched('versions');
-    });
-  }
-
-  async createProcessVersion(
-    tenantId: string,
-    userId: string,
-    processId: string,
-    graph: ProcessGraphDefinition,
-  ) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-
-    const process = await AiProcess.query(knex).findById(processId);
-    if (!process) {
-      throw new Error('Process not found.');
-    }
-
-    const nextVersion = process.latestVersion + 1;
-    const compiled = compileProcessGraph(graph, {
-      tenantId: resolvedTenantId,
-      version: nextVersion,
-    });
-
-    return knex.transaction(async (trx) => {
-      await AiProcess.query(trx)
-        .findById(processId)
-        .patch({ latestVersion: nextVersion });
-
-      const versionId = randomUUID();
-      await trx('ai_process_versions').insert({
-        id: versionId,
-        process_id: processId,
-        version: nextVersion,
-        graph_json: JSON.stringify(graph),
-        compiled_json: JSON.stringify(compiled),
-        created_by: userId,
-        created_at: new Date(),
-      });
-
-      return AiProcessVersion.query(trx).findById(versionId);
-    });
-  }
-
-  async listProcessVersions(tenantId: string, processId: string) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-    return AiProcessVersion.query(knex)
-      .where({ process_id: processId })
-      .orderBy('version', 'desc');
-  }
-
-  async createRun(
-    tenantId: string,
-    userId: string,
-    processId: string,
-    input: Record<string, unknown>,
-    sessionId: string | undefined,
-    emitEvent?: (payload: AiProcessEventPayload) => void,
-  ) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-    const process = await AiProcess.query(knex).findById(processId);
-    if (!process) {
-      throw new Error('Process not found.');
-    }
-
-    const versionRecord = await AiProcessVersion.query(knex).findOne({
-      process_id: processId,
-      version: process.latestVersion,
-    });
-
-    if (!versionRecord) {
-      throw new Error('Process version not found.');
-    }
-
-    const runId = randomUUID();
-    await AiProcessRun.query(knex).insert({
-      id: runId,
-      processId,
-      version: versionRecord.version,
-      status: 'running',
-      inputJson: input,
-      stateJson: input,
-      currentNodeId: null,
-    });
-
-    const run = await AiProcessRun.query(knex).findById(runId);
-    if (!run) {
-      throw new Error('Run not created.');
-    }
-
-    const compiled = versionRecord.compiledJson as unknown as CompiledGraph;
-    const toolRegistry = new ToolRegistry(demoTools);
-    await toolRegistry.loadTenantAllowlist(resolvedTenantId, knex);
-    
-    const emitAndAudit = (event: AiProcessEventPayload) => {
-      emitEvent?.(event);
-      void AiAuditEvent.query(knex).insert({
-        id: randomUUID(),
-        runId,
-        eventType: event.type,
-        payloadJson: event as any,
-      });
-    };
-    const result = await runCompiledGraph(
-      {
-        compiledGraph: compiled,
-        input,
-        toolRegistry,
-        toolContext: { tenantId: resolvedTenantId, userId, knex },
-        onEvent: (event) => emitAndAudit({ ...event, runId, sessionId }),
-        llmDecision: async (node, state) =>
-          this.mockDecision(node.id, state),
-      },
-      run.currentNodeId ?? undefined,
-    );
-
-    const updatedRun = await this.persistRunResult(runId, result, knex);
-
-    return { run: updatedRun, result };
-  }
-
-  async resumeRun(
-    tenantId: string,
-    userId: string,
-    runId: string,
-    input: Record<string, unknown>,
-    sessionId: string | undefined,
-    emitEvent?: (payload: AiProcessEventPayload) => void,
-  ) {
-    const { knex, tenantId: resolvedTenantId } =
-      await this.getTenantContext(tenantId);
-    const run = await AiProcessRun.query(knex).findById(runId);
-    if (!run) {
-      throw new Error('Run not found.');
-    }
-    const versionRecord = await AiProcessVersion.query(knex).findOne({
-      process_id: run.processId,
-      version: run.version,
-    });
-    if (!versionRecord) {
-      throw new Error('Process version not found.');
-    }
-
-    const compiled = versionRecord.compiledJson as unknown as CompiledGraph;
-    const toolRegistry = new ToolRegistry(demoTools);
-    await toolRegistry.loadTenantAllowlist(resolvedTenantId, knex);
-    
-    const mergedState = { ...(run.stateJson || {}), ...input };
-    const emitAndAudit = (event: AiProcessEventPayload) => {
-      emitEvent?.(event);
-      void AiAuditEvent.query(knex).insert({
-        id: randomUUID(),
-        runId: run.id,
-        eventType: event.type,
-        payloadJson: event as any,
-      });
-    };
-
-    const result = await runCompiledGraph(
-      {
-        compiledGraph: compiled,
-        input: mergedState,
-        toolRegistry,
-        toolContext: { tenantId: resolvedTenantId, userId, knex },
-        onEvent: (event) =>
-          emitAndAudit({ ...event, runId: run.id, sessionId }),
-        llmDecision: async (node, state) =>
-          this.mockDecision(node.id, state),
-      },
-      run.currentNodeId ?? undefined,
-    );
-
-    const updatedRun = await this.persistRunResult(run.id, result, knex);
-
-    return { run: updatedRun, result };
-  }
-
-  private async persistRunResult(runId: string, result: any, knex: Knex) {
-    const endedAt =
-      result.status === 'completed' || result.status === 'error'
-        ? new Date()
-        : null;
-
-    return AiProcessRun.query(knex).patchAndFetchById(runId, {
-      status: result.status,
-      outputJson: result.output,
-      errorJson: result.error,
-      stateJson: result.state,
-      currentNodeId: result.currentNodeId ?? null,
-      endedAt,
-    });
-  }
-
-  private async mockDecision(
-    nodeId: string,
-    state: Record<string, unknown>,
-  ) {
-    if (nodeId === 'extract_info') {
-      // Extract pet registration info from the message
-      const message = (state.message as string) || '';
-      
-      // Simple extraction (in production, this would use an LLM)
-      const petNameMatch = message.match(/(?:dog|cat|pet)\s+named\s+(\w+)/i);
-      const petTypeMatch = message.match(/(dog|cat)/i);
-      const ownerNameMatch = message.match(/owned\s+by\s+([\w\s]+?)(?:\s*\(|$)/i);
-      const emailMatch = message.match(/\(?([\w\.-]+@[\w\.-]+\.\w+)\)?/i);
-      
-      const ownerName = ownerNameMatch?.[1]?.trim() || 'Unknown Owner';
-      const nameParts = ownerName.split(/\s+/);
-      const firstName = nameParts[0] || 'Unknown';
-      const lastName = nameParts.slice(1).join(' ') || 'Owner';
-      
-      return {
-        petName: petNameMatch?.[1] || 'Unknown Pet',
-        species: petTypeMatch?.[1]?.toLowerCase() || 'dog',
-        ownerFirstName: firstName,
-        ownerLastName: lastName,
-        ownerEmail: emailMatch?.[1] || null,
-        accountName: `${firstName} ${lastName}`,
-      };
-    }
-    if (nodeId === 'decide_account') {
-      const accountName = (state.accountName as string) ?? 'New Account';
-      const accountAction = state.accountId ? 'find' : 'create';
-      return { accountAction, accountName };
-    }
-    if (nodeId === 'decide_contact') {
-      const firstName = (state.firstName as string) ?? 'Jane';
-      const lastName = (state.lastName as string) ?? 'Doe';
-      const contactAction = state.contactId ? 'find' : 'create';
-      return { contactAction, firstName, lastName };
-    }
-    return {};
-  }
-}

backend/src/ai-processes/ai-processes.stream.service.ts

@@ -1,33 +0,0 @@
-import { Injectable } from '@nestjs/common';
-import { MessageEvent } from '@nestjs/common';
-import { Observable, Subject } from 'rxjs';
-import { AiProcessEventPayload } from './ai-processes.types';
-
-@Injectable()
-export class AiProcessesStreamService {
-  private readonly streams = new Map<string, Subject<MessageEvent>>();
-
-  getStream(sessionId: string): Observable<MessageEvent> {
-    return this.getSubject(sessionId).asObservable();
-  }
-
-  emit(sessionId: string, payload: AiProcessEventPayload) {
-    const subject = this.getSubject(sessionId);
-    subject.next({ type: payload.type, data: payload });
-  }
-
-  close(sessionId: string) {
-    const subject = this.streams.get(sessionId);
-    if (subject) {
-      subject.complete();
-      this.streams.delete(sessionId);
-    }
-  }
-
-  private getSubject(sessionId: string) {
-    if (!this.streams.has(sessionId)) {
-      this.streams.set(sessionId, new Subject<MessageEvent>());
-    }
-    return this.streams.get(sessionId) as Subject<MessageEvent>;
-  }
-}

backend/src/ai-processes/ai-processes.types.ts

@@ -1,125 +0,0 @@
-import { JSONSchema7 } from 'json-schema';
-
-export type AiNodeType =
-  | 'Start'
-  | 'LLMDecisionNode'
-  | 'ToolNode'
-  | 'HumanInputNode'
-  | 'End';
-
-export interface ProcessGraphDefinition {
-  id: string;
-  name: string;
-  description?: string;
-  allowCycles?: boolean;
-  maxIterations?: number;
-  nodes: ProcessGraphNode[];
-  edges: ProcessGraphEdge[];
-}
-
-export interface ProcessGraphNode {
-  id: string;
-  type: AiNodeType;
-  position?: { x: number; y: number };
-  data:
-    | StartNodeData
-    | LLMDecisionNodeData
-    | ToolNodeData
-    | HumanInputNodeData
-    | EndNodeData;
-}
-
-export interface ProcessGraphEdge {
-  id: string;
-  source: string;
-  target: string;
-  condition?: JsonLogicExpression;
-}
-
-export type JsonLogicExpression = Record<string, unknown>;
-
-export interface StartNodeData {
-  label?: string;
-}
-
-export interface EndNodeData {
-  label?: string;
-}
-
-export interface LLMDecisionNodeData {
-  label?: string;
-  promptTemplate: string;
-  inputKeys: string[];
-  outputSchema: JSONSchema7;
-  model: {
-    name: string;
-    temperature: number;
-  };
-}
-
-export interface ToolNodeData {
-  label?: string;
-  toolName: string;
-  argsTemplate: Record<string, unknown>;
-  outputMapping: Record<string, string>;
-}
-
-export interface HumanInputNodeData {
-  label?: string;
-  requiredFieldsSchema: JSONSchema7;
-  promptToUser: string;
-}
-
-export interface CompiledGraph {
-  graphId: string;
-  version: number;
-  nodes: ProcessGraphNode[];
-  edges: ProcessGraphEdge[];
-  startNodeId: string;
-  endNodeIds: string[];
-  adjacency: Record<string, string[]>;
-  allowCycles?: boolean;
-  maxIterations?: number;
-}
-
-export type AiProcessStatus = 'running' | 'waiting' | 'completed' | 'error';
-
-export interface AiProcessRunContext {
-  state: Record<string, unknown>;
-  currentNodeId?: string;
-  iterationCount?: number;
-}
-
-export type AiProcessEventType =
-  | 'agent_started'
-  | 'processes_listed'
-  | 'process_selected'
-  | 'agent_message'
-  | 'node_started'
-  | 'tool_called'
-  | 'node_completed'
-  | 'need_input'
-  | 'final'
-  | 'error';
-
-export interface AiProcessEventPayload {
-  type: AiProcessEventType;
-  runId?: string;
-  sessionId?: string;
-  nodeId?: string;
-  toolName?: string;
-  processId?: string;
-  version?: number;
-  data?: Record<string, unknown>;
-}
-
-export interface NeedInputPayload {
-  runId: string;
-  requiredFieldsSchema: JSONSchema7;
-  promptToUser: string;
-}
-
-export interface ProcessSelection {
-  processId: string;
-  version: number;
-}

backend/src/ai-processes/deep-agent.orchestrator.ts

@@ -1,202 +0,0 @@
-import { ChatOpenAI } from '@langchain/openai';
-import { JsonOutputParser } from '@langchain/core/output_parsers';
-import { SystemMessage, HumanMessage } from '@langchain/core/messages';
-
-export interface ProcessInfo {
-  id: string;
-  name: string;
-  description?: string;
-}
-
-export interface ProcessSelectionResult {
-  action: 'select_process' | 'need_more_info' | 'no_match';
-  processId?: string;
-  question?: string;
-  reasoning?: string;
-}
-
-export interface InputExtractionResult {
-  hasAllInputs: boolean;
-  extractedInputs: Record<string, unknown>;
-  missingFields?: string[];
-  question?: string;
-}
-
-export class DeepAgentOrchestrator {
-  private model: ChatOpenAI;
-
-  constructor(
-    apiKey: string,
-    modelName: string = 'gpt-4o',
-    temperature: number = 0,
-  ) {
-    this.model = new ChatOpenAI({
-      apiKey,
-      modelName,
-      temperature,
-    });
-  }
-
-  /**
-   * Step 1: Select the best matching process from available processes
-   */
-  async selectProcess(
-    userMessage: string,
-    availableProcesses: ProcessInfo[],
-    conversationHistory?: { role: string; text: string }[],
-  ): Promise<ProcessSelectionResult> {
-    const processList = availableProcesses
-      .map((p) => `- ${p.name} (ID: ${p.id}): ${p.description || 'No description'}`)
-      .join('\n');
-
-    const historyContext =
-      conversationHistory && conversationHistory.length > 0
-        ? `\n\nConversation history:\n${conversationHistory
-            .map((msg) => `${msg.role}: ${msg.text}`)
-            .join('\n')}`
-        : '';
-
-    const systemPrompt = `You are an intelligent process orchestrator. Your task is to select the most appropriate business process based on the user's request.
-
-Available processes:
-${processList}
-
-Rules:
-1. Select exactly ONE process that best matches the user's intent
-2. If the request is ambiguous or matches multiple processes, ask for clarification
-3. If no process matches, indicate no match
-4. Always provide reasoning for your decision
-
-Respond with JSON:
-{
-  "action": "select_process" | "need_more_info" | "no_match",
-  "processId": "selected process ID or null",
-  "question": "clarifying question if needed",
-  "reasoning": "brief explanation of decision"
-}`;
-
-    const userPrompt = `User request: ${userMessage}${historyContext}`;
-
-    try {
-      const response = await this.model.invoke([
-        new SystemMessage(systemPrompt),
-        new HumanMessage(userPrompt),
-      ]);
-
-      const parser = new JsonOutputParser<ProcessSelectionResult>();
-      const content = response.content as string;
-      const jsonMatch = content.match(/\{[\s\S]*\}/);
-      
-      if (jsonMatch) {
-        return await parser.parse(jsonMatch[0]);
-      }
-
-      return {
-        action: 'no_match',
-        reasoning: 'Failed to parse LLM response',
-      };
-    } catch (error: any) {
-      console.error('Process selection error:', error);
-      return {
-        action: 'no_match',
-        reasoning: `Error: ${error.message}`,
-      };
-    }
-  }
-
-  /**
-   * Step 2: Extract required inputs from user message
-   */
-  async extractInputs(
-    userMessage: string,
-    requiredFields: { name: string; description: string; required: boolean }[],
-    conversationHistory?: { role: string; text: string }[],
-    context?: Record<string, unknown>,
-  ): Promise<InputExtractionResult> {
-    const fieldsList = requiredFields
-      .map((f) => `- ${f.name} (${f.required ? 'required' : 'optional'}): ${f.description}`)
-      .join('\n');
-
-    const historyContext =
-      conversationHistory && conversationHistory.length > 0
-        ? `\n\nConversation history:\n${conversationHistory
-            .map((msg) => `${msg.role}: ${msg.text}`)
-            .join('\n')}`
-        : '';
-
-    const contextInfo = context ? `\n\nAvailable context: ${JSON.stringify(context)}` : '';
-
-    const systemPrompt = `You are an input extraction assistant. Extract structured data from the user's message and conversation history.
-
-Required fields for this process:
-${fieldsList}${contextInfo}
-
-Rules:
-1. Extract as many fields as possible from the message and context
-2. Only mark hasAllInputs=true if ALL required fields are present
-3. If required fields are missing, generate a natural question to ask the user
-4. Use context data when available (e.g., current page context)
-
-Respond with JSON:
-{
-  "hasAllInputs": true | false,
-  "extractedInputs": { "field1": "value1", ... },
-  "missingFields": ["field1", "field2"] or undefined,
-  "question": "natural language question" or undefined
-}`;
-
-    const userPrompt = `User message: ${userMessage}${historyContext}`;
-
-    try {
-      const response = await this.model.invoke([
-        new SystemMessage(systemPrompt),
-        new HumanMessage(userPrompt),
-      ]);
-
-      const parser = new JsonOutputParser<InputExtractionResult>();
-      const content = response.content as string;
-      const jsonMatch = content.match(/\{[\s\S]*\}/);
-      
-      if (jsonMatch) {
-        return await parser.parse(jsonMatch[0]);
-      }
-
-      return {
-        hasAllInputs: false,
-        extractedInputs: {},
-        missingFields: requiredFields.filter((f) => f.required).map((f) => f.name),
-        question: 'I need more information to proceed. Could you provide additional details?',
-      };
-    } catch (error: any) {
-      console.error('Input extraction error:', error);
-      return {
-        hasAllInputs: false,
-        extractedInputs: {},
-        question: 'I encountered an error processing your request. Please try again.',
-      };
-    }
-  }
-
-  /**
-   * Step 3: Generate a friendly response explaining what will happen
-   */
-  async generateStartMessage(
-    processName: string,
-    extractedInputs: Record<string, unknown>,
-  ): Promise<string> {
-    const systemPrompt = `You are a friendly assistant explaining what process will be executed. Be concise and clear.`;
-
-    const userPrompt = `Generate a brief message (1-2 sentences) confirming that you will execute the "${processName}" process with these inputs: ${JSON.stringify(extractedInputs)}`;
-
-    try {
-      const response = await this.model.invoke([
-        new SystemMessage(systemPrompt),
-        new HumanMessage(userPrompt),
-      ]);
-
-      return (response.content as string).trim();
-    } catch (error) {
-      return `I'll execute the ${processName} process with your provided information.`;
-    }
-  }
-}

backend/src/ai-processes/demo-process.ts

@@ -1,173 +0,0 @@
-import { ProcessGraphDefinition } from './ai-processes.types';
-
-export const demoRegisterNewPetProcess: ProcessGraphDefinition = {
-  id: 'register_new_pet',
-  name: 'Register New Pet',
-  description: 'Resolve account/contact then create pet.',
-  allowCycles: false,
-  nodes: [
-    {
-      id: 'start',
-      type: 'Start',
-      data: { label: 'Start' },
-    },
-    {
-      id: 'decide_account',
-      type: 'LLMDecisionNode',
-      data: {
-        label: 'Decide Account Action',
-        promptTemplate:
-          'Decide whether to find or create an account. Return JSON {"accountAction":"find|create","accountName":"string"}.',
-        inputKeys: ['accountName'],
-        outputSchema: {
-          type: 'object',
-          required: ['accountAction', 'accountName'],
-          properties: {
-            accountAction: { type: 'string', enum: ['find', 'create'] },
-            accountName: { type: 'string' },
-          },
-          additionalProperties: false,
-        },
-        model: { name: 'gpt-4o-mini', temperature: 0 },
-      },
-    },
-    {
-      id: 'find_account',
-      type: 'ToolNode',
-      data: {
-        label: 'Find Account',
-        toolName: 'findAccount',
-        argsTemplate: { accountName: '{{state.accountName}}' },
-        outputMapping: { accountId: 'accountId', found: 'accountFound' },
-      },
-    },
-    {
-      id: 'create_account',
-      type: 'ToolNode',
-      data: {
-        label: 'Create Account',
-        toolName: 'createAccount',
-        argsTemplate: { accountName: '{{state.accountName}}' },
-        outputMapping: { accountId: 'accountId' },
-      },
-    },
-    {
-      id: 'decide_contact',
-      type: 'LLMDecisionNode',
-      data: {
-        label: 'Decide Contact Action',
-        promptTemplate:
-          'Decide whether to find or create a contact. Return JSON {"contactAction":"find|create","firstName":"string","lastName":"string"}.',
-        inputKeys: ['firstName', 'lastName'],
-        outputSchema: {
-          type: 'object',
-          required: ['contactAction', 'firstName', 'lastName'],
-          properties: {
-            contactAction: { type: 'string', enum: ['find', 'create'] },
-            firstName: { type: 'string' },
-            lastName: { type: 'string' },
-          },
-          additionalProperties: false,
-        },
-        model: { name: 'gpt-4o-mini', temperature: 0 },
-      },
-    },
-    {
-      id: 'find_contact',
-      type: 'ToolNode',
-      data: {
-        label: 'Find Contact',
-        toolName: 'findContact',
-        argsTemplate: {
-          accountId: '{{state.accountId}}',
-          firstName: '{{state.firstName}}',
-          lastName: '{{state.lastName}}',
-        },
-        outputMapping: { contactId: 'contactId', found: 'contactFound' },
-      },
-    },
-    {
-      id: 'create_contact',
-      type: 'ToolNode',
-      data: {
-        label: 'Create Contact',
-        toolName: 'createContact',
-        argsTemplate: {
-          accountId: '{{state.accountId}}',
-          firstName: '{{state.firstName}}',
-          lastName: '{{state.lastName}}',
-        },
-        outputMapping: { contactId: 'contactId' },
-      },
-    },
-    {
-      id: 'need_pet',
-      type: 'HumanInputNode',
-      data: {
-        label: 'Collect Pet Info',
-        promptToUser: 'What is the pet name and type?',
-        requiredFieldsSchema: {
-          type: 'object',
-          required: ['petName', 'petType'],
-          properties: {
-            petName: { type: 'string' },
-            petType: { type: 'string' },
-          },
-          additionalProperties: false,
-        },
-      },
-    },
-    {
-      id: 'create_pet',
-      type: 'ToolNode',
-      data: {
-        label: 'Create Pet',
-        toolName: 'createPet',
-        argsTemplate: {
-          contactId: '{{state.contactId}}',
-          petName: '{{state.petName}}',
-          petType: '{{state.petType}}',
-        },
-        outputMapping: { petId: 'petId' },
-      },
-    },
-    {
-      id: 'end',
-      type: 'End',
-      data: { label: 'End' },
-    },
-  ],
-  edges: [
-    { id: 'e_start_account', source: 'start', target: 'decide_account' },
-    {
-      id: 'e_account_find',
-      source: 'decide_account',
-      target: 'find_account',
-      condition: { '==': [{ var: 'accountAction' }, 'find'] },
-    },
-    {
-      id: 'e_account_create',
-      source: 'decide_account',
-      target: 'create_account',
-      condition: { '==': [{ var: 'accountAction' }, 'create'] },
-    },
-    { id: 'e_account_to_contact', source: 'find_account', target: 'decide_contact' },
-    { id: 'e_create_account_to_contact', source: 'create_account', target: 'decide_contact' },
-    {
-      id: 'e_contact_find',
-      source: 'decide_contact',
-      target: 'find_contact',
-      condition: { '==': [{ var: 'contactAction' }, 'find'] },
-    },
-    {
-      id: 'e_contact_create',
-      source: 'decide_contact',
-      target: 'create_contact',
-      condition: { '==': [{ var: 'contactAction' }, 'create'] },
-    },
-    { id: 'e_contact_to_pet', source: 'find_contact', target: 'need_pet' },
-    { id: 'e_create_contact_to_pet', source: 'create_contact', target: 'need_pet' },
-    { id: 'e_need_pet_to_create', source: 'need_pet', target: 'create_pet' },
-    { id: 'e_pet_to_end', source: 'create_pet', target: 'end' },
-  ],
-};

backend/src/ai-processes/dto/ai-chat.dto.ts

@@ -1,28 +0,0 @@
-import { IsArray, IsObject, IsOptional, IsString } from 'class-validator';
-
-export class CreateChatSessionDto {
-  @IsOptional()
-  @IsString()
-  context?: string;
-}
-
-export class SendChatMessageDto {
-  @IsString()
-  message!: string;
-
-  @IsOptional()
-  @IsArray()
-  history?: { role: string; text: string }[];
-
-  @IsOptional()
-  @IsObject()
-  context?: Record<string, unknown>;
-
-  @IsOptional()
-  @IsString()
-  sessionId?: string;
-
-  @IsOptional()
-  @IsString()
-  processId?: string;
-}

backend/src/ai-processes/dto/ai-process.dto.ts

@@ -1,24 +0,0 @@
-import { IsArray, IsObject, IsOptional, IsString } from 'class-validator';
-import { ProcessGraphDefinition } from '../ai-processes.types';
-
-export class CreateAiProcessDto {
-  @IsString()
-  name!: string;
-
-  @IsOptional()
-  @IsString()
-  description?: string;
-
-  @IsObject()
-  graph!: ProcessGraphDefinition;
-}
-
-export class UpdateAiProcessDto {
-  @IsObject()
-  graph!: ProcessGraphDefinition;
-}
-
-export class AiProcessListResponseDto {
-  @IsArray()
-  items!: Record<string, unknown>[];
-}

backend/src/ai-processes/dto/ai-run.dto.ts

@@ -1,19 +0,0 @@
-import { IsObject, IsOptional, IsString } from 'class-validator';
-
-export class CreateAiRunDto {
-  @IsObject()
-  input!: Record<string, unknown>;
-
-  @IsOptional()
-  @IsString()
-  sessionId?: string;
-}
-
-export class ResumeAiRunDto {
-  @IsObject()
-  input!: Record<string, unknown>;
-
-  @IsOptional()
-  @IsString()
-  sessionId?: string;
-}

backend/src/ai-processes/tools/demo-tools.ts

@@ -1,226 +0,0 @@
-import { ToolContext, ToolHandler } from './tool-registry';
-import { Account } from '../../models/account.model';
-import { Contact } from '../../models/contact.model';
-import { randomUUID } from 'crypto';
-
-/**
- * Demo tools that wrap ObjectService operations
- * These tools provide structured access to CRM entities
- */
-
-export const findAccount: ToolHandler = async (ctx, args) => {
-  if (!ctx.knex) {
-    throw new Error('Knex connection required for findAccount');
-  }
-
-  const { name } = args as { name?: string };
-  
-  if (!name) {
-    return { found: false, accountId: null, message: 'Name required' };
-  }
-
-  try {
-    const query = Account.query(ctx.knex).where('name', 'like', `%${name}%`);
-
-    const account = await query.first();
-    
-    if (account) {
-      return {
-        found: true,
-        accountId: account.id,
-        account: {
-          id: account.id,
-          name: account.name,
-        },
-      };
-    }
-
-    return { found: false, accountId: null };
-  } catch (error: any) {
-    return { found: false, error: error.message };
-  }
-};
-
-export const createAccount: ToolHandler = async (ctx, args) => {
-  if (!ctx.knex) {
-    throw new Error('Knex connection required for createAccount');
-  }
-
-  const { name, email, phone, industry } = args as {
-    name: string;
-    email?: string;
-    phone?: string;
-    industry?: string;
-  };
-
-  if (!name) {
-    throw new Error('Account name is required');
-  }
-
-  try {
-    const accountId = randomUUID();
-    await ctx.knex('accounts').insert({
-      id: accountId,
-      name,
-      phone,
-      industry,
-      ownerId: ctx.userId,
-    });
-
-    return {
-      success: true,
-      accountId,
-      account: {
-        id: accountId,
-        name,
-      },
-    };
-  } catch (error: any) {
-    return { success: false, error: error.message };
-  }
-};
-
-export const findContact: ToolHandler = async (ctx, args) => {
-  if (!ctx.knex) {
-    throw new Error('Knex connection required for findContact');
-  }
-
-  const { firstName, lastName, accountId } = args as {
-    firstName?: string;
-    lastName?: string;
-    accountId?: string;
-  };
-
-  if (!firstName && !lastName) {
-    return {
-      found: false,
-      contactId: null,
-      message: 'First name or last name required',
-    };
-  }
-
-  try {
-    let query = Contact.query(ctx.knex);
-
-    if (firstName) {
-      query = query.where('firstName', 'like', `%${firstName}%`);
-    }
-    if (lastName) {
-      query = query.where('lastName', 'like', `%${lastName}%`);
-    }
-    if (accountId) {
-      query = query.where('accountId', accountId);
-    }
-
-    const contact = await query.first();
-
-    if (contact) {
-      return {
-        found: true,
-        contactId: contact.id,
-        contact: {
-          id: contact.id,
-          firstName: contact.firstName,
-          lastName: contact.lastName,
-          accountId: contact.accountId,
-        },
-      };
-    }
-
-    return { found: false, contactId: null };
-  } catch (error: any) {
-    return { found: false, error: error.message };
-  }
-};
-
-export const createContact: ToolHandler = async (ctx, args) => {
-  if (!ctx.knex) {
-    throw new Error('Knex connection required for createContact');
-  }
-
-  const { firstName, lastName, email, phone, accountId } = args as {
-    firstName: string;
-    lastName: string;
-    email?: string;
-    phone?: string;
-    accountId?: string;
-  };
-
-  if (!firstName || !lastName) {
-    throw new Error('First name and last name are required');
-  }
-
-  try {
-    const contactId = randomUUID();
-    await ctx.knex('contacts').insert({
-      id: contactId,
-      firstName,
-      lastName,
-      accountId,
-      ownerId: ctx.userId,
-    });
-
-    return {
-      success: true,
-      contactId,
-      contact: {
-        id: contactId,
-        firstName,
-        lastName,
-        accountId,
-      },
-    };
-  } catch (error: any) {
-    return { success: false, error: error.message };
-  }
-};
-
-export const createPet: ToolHandler = async (ctx, args) => {
-  if (!ctx.knex) {
-    throw new Error('Knex connection required for createPet');
-  }
-
-  const { name, species, breed, age, ownerId } = args as {
-    name: string;
-    species: string;
-    breed?: string;
-    age?: number;
-    ownerId: string; // Contact ID
-  };
-
-  if (!name || !ownerId) {
-    throw new Error('Pet name and owner (contact) are required');
-  }
-
-  try {
-    const petId = randomUUID();
-    
-    // Get the accountId from the contact
-    const contact = await ctx.knex('contacts').where('id', ownerId).first();
-    
-    // Insert into dogs table
-    await ctx.knex('dogs').insert({
-      id: petId,
-      name,
-      ownerId,
-      accountId: contact?.accountId,
-    });
-
-    return {
-      success: true,
-      petId,
-      pet: { id: petId, name, ownerId, accountId: contact?.accountId },
-    };
-  } catch (error: any) {
-    return { success: false, error: error.message };
-  }
-};
-
-// Export all demo tools
-export const demoTools = {
-  findAccount,
-  createAccount,
-  findContact,
-  createContact,
-  createPet,
-};

backend/src/ai-processes/tools/tool-registry.ts

@@ -1,89 +0,0 @@
-import { Knex } from 'knex';
-import { AiToolConfig } from '../../models/ai-process.model';
-
-export interface ToolContext {
-  tenantId: string;
-  userId: string;
-  knex?: Knex;
-  authScopes?: string[];
-}
-
-export type ToolHandler = (
-  ctx: ToolContext,
-  args: Record<string, unknown>,
-) => Promise<Record<string, unknown>>;
-
-export interface ToolDefinition {
-  name: string;
-  description: string;
-  handler: ToolHandler;
-  inputSchema?: Record<string, unknown>;
-}
-
-const defaultTools: Record<string, ToolHandler> = {
-  findAccount: async () => ({ accountId: null, found: false }),
-  createAccount: async (_ctx, args) => ({ accountId: `acc_${Date.now()}`, args }),
-  findContact: async () => ({ contactId: null, found: false }),
-  createContact: async (_ctx, args) => ({ contactId: `con_${Date.now()}`, args }),
-  createPet: async (_ctx, args) => ({ petId: `pet_${Date.now()}`, args }),
-};
-
-const tenantAllowlist: Record<string, string[]> = {
-  default: Object.keys(defaultTools),
-};
-
-export class ToolRegistry {
-  private tools: Record<string, ToolHandler>;
-  private allowlist: Record<string, string[]>;
-  private dbAllowlistCache: Map<string, Set<string>> = new Map();
-
-  constructor(
-    tools: Record<string, ToolHandler> = defaultTools,
-    allowlist: Record<string, string[]> = tenantAllowlist,
-  ) {
-    this.tools = tools;
-    this.allowlist = allowlist;
-  }
-
-  registerTool(name: string, handler: ToolHandler) {
-    this.tools[name] = handler;
-  }
-
-  async loadTenantAllowlist(tenantId: string, knex: Knex) {
-    const configs = await AiToolConfig.query(knex)
-      .where('enabled', true);
-    
-    const allowed = new Set(configs.map((c) => c.toolName));
-    this.dbAllowlistCache.set(tenantId, allowed);
-    return allowed;
-  }
-
-  async isToolAllowed(tenantId: string, toolName: string, knex?: Knex) {
-    // Check database cache first
-    if (this.dbAllowlistCache.has(tenantId)) {
-      return this.dbAllowlistCache.get(tenantId)!.has(toolName);
-    }
-
-    // Load from database if knex provided
-    if (knex) {
-      const allowed = await this.loadTenantAllowlist(tenantId, knex);
-      return allowed.has(toolName);
-    }
-
-    // Fallback to static allowlist
-    const allowed = this.allowlist[tenantId] || this.allowlist.default || [];
-    return allowed.includes(toolName);
-  }
-
-  getTool(toolName: string): ToolHandler {
-    const tool = this.tools[toolName];
-    if (!tool) {
-      throw new Error(`Tool ${toolName} is not registered.`);
-    }
-    return tool;
-  }
-
-  getAllToolNames(): string[] {
-    return Object.keys(this.tools);
-  }
-}

backend/src/app-builder/app-builder.service.ts

@@ -10,14 +10,14 @@ export class AppBuilderService {
 
   // Runtime endpoints
   async getApps(tenantId: string, userId: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     // For now, return all apps
     // In production, you'd filter by user permissions
     return App.query(knex).withGraphFetched('pages').orderBy('label', 'asc');
   }
 
   async getApp(tenantId: string, slug: string, userId: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     const app = await App.query(knex)
       .findOne({ slug })
       .withGraphFetched('pages');
@@ -35,7 +35,7 @@ export class AppBuilderService {
     pageSlug: string,
     userId: string,
   ) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     const app = await this.getApp(tenantId, appSlug, userId);
 
     const page = await AppPage.query(knex).findOne({
@@ -52,12 +52,12 @@ export class AppBuilderService {
 
   // Setup endpoints
   async getAllApps(tenantId: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     return App.query(knex).withGraphFetched('pages').orderBy('label', 'asc');
   }
 
   async getAppForSetup(tenantId: string, slug: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     const app = await App.query(knex)
       .findOne({ slug })
       .withGraphFetched('pages');
@@ -77,7 +77,7 @@ export class AppBuilderService {
       description?: string;
     },
   ) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     return App.query(knex).insert({
       ...data,
       displayOrder: 0,
@@ -92,7 +92,7 @@ export class AppBuilderService {
       description?: string;
     },
   ) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     const app = await this.getAppForSetup(tenantId, slug);
 
     return App.query(knex).patchAndFetchById(app.id, data);
@@ -109,7 +109,7 @@ export class AppBuilderService {
       sortOrder?: number;
     },
   ) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     const app = await this.getAppForSetup(tenantId, appSlug);
 
     return AppPage.query(knex).insert({
@@ -133,7 +133,7 @@ export class AppBuilderService {
       sortOrder?: number;
     },
   ) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     const app = await this.getAppForSetup(tenantId, appSlug);
 
     const page = await AppPage.query(knex).findOne({

backend/src/app.module.ts

@@ -1,5 +1,6 @@
 import { Module } from '@nestjs/common';
 import { ConfigModule } from '@nestjs/config';
+import { BullModule } from '@nestjs/bullmq';
 import { PrismaModule } from './prisma/prisma.module';
 import { TenantModule } from './tenant/tenant.module';
 import { AuthModule } from './auth/auth.module';
@@ -9,13 +10,20 @@ import { AppBuilderModule } from './app-builder/app-builder.module';
 import { PageLayoutModule } from './page-layout/page-layout.module';
 import { VoiceModule } from './voice/voice.module';
 import { AiAssistantModule } from './ai-assistant/ai-assistant.module';
-import { AiProcessesModule } from './ai-processes/ai-processes.module';
+import { SavedListViewModule } from './saved-list-view/saved-list-view.module';
+import { KnowledgeModule } from './knowledge/knowledge.module';
 
 @Module({
   imports: [
     ConfigModule.forRoot({
       isGlobal: true,
     }),
+    BullModule.forRoot({
+      connection: {
+        host: process.env.REDIS_HOST || 'platform-redis',
+        port: parseInt(process.env.REDIS_PORT || '6379', 10),
+      },
+    }),
     PrismaModule,
     TenantModule,
     AuthModule,
@@ -25,7 +33,8 @@ import { AiProcessesModule } from './ai-processes/ai-processes.module';
     PageLayoutModule,
     VoiceModule,
     AiAssistantModule,
-    AiProcessesModule,
+    SavedListViewModule,
+    KnowledgeModule,
   ],
 })
 export class AppModule {}

backend/src/auth/auth.controller.ts

@@ -1,15 +1,19 @@
 import {
   Controller,
   Post,
+  Get,
   Body,
   UnauthorizedException,
   HttpCode,
   HttpStatus,
   Req,
+  UseGuards,
 } from '@nestjs/common';
 import { IsEmail, IsString, MinLength, IsOptional } from 'class-validator';
 import { AuthService } from './auth.service';
 import { TenantId } from '../tenant/tenant.decorator';
+import { JwtAuthGuard } from './jwt-auth.guard';
+import { CurrentUser } from './current-user.decorator';
 
 class LoginDto {
   @IsEmail()
@@ -111,4 +115,15 @@ export class AuthController {
     // This endpoint exists for consistency and potential future enhancements
     return { message: 'Logged out successfully' };
   }
+
+  @UseGuards(JwtAuthGuard)
+  @Get('me')
+  async me(@CurrentUser() user: any, @TenantId() tenantId: string) {
+    // Return the current authenticated user info
+    return {
+      id: user.userId,
+      email: user.email,
+      tenantId: tenantId || user.tenantId,
+    };
+  }
 }

backend/src/auth/auth.service.ts

@@ -29,7 +29,7 @@ export class AuthService {
     }
 
     // Otherwise, validate as tenant user
-    const tenantDb = await this.tenantDbService.getTenantKnex(tenantId);
+    const tenantDb = await this.tenantDbService.getTenantKnexById(tenantId);
 
     const user = await tenantDb('users')
       .where({ email })
@@ -113,7 +113,7 @@ export class AuthService {
     }
 
     // Otherwise, register as tenant user
-    const tenantDb = await this.tenantDbService.getTenantKnex(tenantId);
+    const tenantDb = await this.tenantDbService.getTenantKnexById(tenantId);
     
     const hashedPassword = await bcrypt.hash(password, 10);
 

backend/src/knowledge/adapters/semantic-projection.adapter.ts

@@ -0,0 +1,89 @@
+export type SemanticProjectionInput = {
+  objectApiName: string;
+  record: Record<string, any>;
+  objectDefinition?: any;
+  comments: Array<{ id: string; content: string; author_user_id: string; created_at?: string }>;
+};
+
+export type SemanticProjection = {
+  entityType: string;
+  entityId: string;
+  title: string;
+  narrative: string;
+  /** Plain text used for embedding — no 'key: value' labels, no comments (chunker handles those separately). */
+  embeddingNarrative: string;
+  metadata: Record<string, any>;
+  sourceSummary: {
+    includedFieldCount: number;
+    includedCommentCount: number;
+    includesComments: boolean;
+  };
+};
+
+export interface SemanticProjectionAdapter {
+  supports(objectApiName: string): boolean;
+  buildProjection(input: SemanticProjectionInput): SemanticProjection;
+}
+
+const EXCLUDED_FIELDS = new Set([
+  'id',
+  'created_at',
+  'updated_at',
+  'ownerId',
+  'owner_id',
+  'tenantId',
+  'tenant_id',
+]);
+
+export class DefaultSemanticProjectionAdapter implements SemanticProjectionAdapter {
+  supports(): boolean {
+    return true;
+  }
+
+  buildProjection(input: SemanticProjectionInput): SemanticProjection {
+    const fieldEntries = Object.entries(input.record || {}).filter(([key, value]) => {
+      if (EXCLUDED_FIELDS.has(key)) return false;
+      if (value === null || value === undefined || value === '') return false;
+      return ['string', 'number', 'boolean'].includes(typeof value);
+    });
+
+    const title =
+      input.record?.name ||
+      input.record?.title ||
+      input.record?.subject ||
+      `${input.objectApiName} ${input.record?.id || ''}`.trim();
+
+    
+    const fieldNarrative = fieldEntries
+      .map(([key, value]) => `${key}: ${String(value)}`)
+      .join('\n');
+
+    const commentNarrative = (input.comments || [])
+      .map((comment, index) => `Comment ${index + 1}: ${comment.content}`)
+      .join('\n');
+
+    const narrative = [fieldNarrative, commentNarrative].filter(Boolean).join('\n\n');
+
+    // Plain values only — no 'key:' prefixes. Comments are handled separately by the chunker.
+    const embeddingNarrative = fieldEntries
+      .map(([, value]) => String(value))
+      .join('\n');
+
+    return {
+      entityType: input.objectApiName,
+      entityId: input.record.id,
+      title,
+      narrative,
+      embeddingNarrative,
+      metadata: {
+        objectApiName: input.objectApiName,
+        hasComments: (input.comments || []).length > 0,
+      },
+      sourceSummary: {
+        includedFieldCount: fieldEntries.length,
+        includedCommentCount: (input.comments || []).length,
+        includesComments: (input.comments || []).length > 0,
+      },
+    };
+  }
+}

backend/src/knowledge/dto/comment.dto.ts

@@ -0,0 +1,24 @@
+import { IsNotEmpty, IsOptional, IsString, MaxLength, MinLength } from 'class-validator';
+
+export class CreateCommentDto {
+  @IsString()
+  @IsNotEmpty()
+  parentObjectApiName: string;
+
+  @IsString()
+  @IsNotEmpty()
+  parentRecordId: string;
+
+  @IsString()
+  @MinLength(1)
+  @MaxLength(10000)
+  content: string;
+}
+
+export class UpdateCommentDto {
+  @IsOptional()
+  @IsString()
+  @MinLength(1)
+  @MaxLength(10000)
+  content?: string;
+}

backend/src/knowledge/dto/semantic-link.dto.ts

@@ -0,0 +1,52 @@
+import { IsIn, IsNumber, IsObject, IsOptional, IsString, Max, Min } from 'class-validator';
+
+export const SEMANTIC_LINK_STATUSES = ['suggested', 'approved', 'rejected', 'dismissed'] as const;
+export const SEMANTIC_LINK_ORIGINS = ['manual', 'semantic', 'llm', 'hybrid', 'rule_based'] as const;
+
+export class ReviewSemanticLinkDto {
+  @IsString()
+  @IsIn(SEMANTIC_LINK_STATUSES)
+  status: (typeof SEMANTIC_LINK_STATUSES)[number];
+}
+
+export class UpsertSemanticLinkDto {
+  @IsString()
+  sourceEntityType: string;
+
+  @IsString()
+  sourceEntityId: string;
+
+  @IsString()
+  targetEntityType: string;
+
+  @IsString()
+  targetEntityId: string;
+
+  @IsOptional()
+  @IsString()
+  linkType?: string;
+
+  @IsOptional()
+  @IsString()
+  @IsIn(SEMANTIC_LINK_STATUSES)
+  status?: (typeof SEMANTIC_LINK_STATUSES)[number];
+
+  @IsOptional()
+  @IsString()
+  @IsIn(SEMANTIC_LINK_ORIGINS)
+  origin?: (typeof SEMANTIC_LINK_ORIGINS)[number];
+
+  @IsOptional()
+  @IsNumber()
+  @Min(0)
+  @Max(1)
+  confidence?: number;
+
+  @IsOptional()
+  @IsString()
+  reason?: string;
+
+  @IsOptional()
+  @IsObject()
+  evidence?: Record<string, any>;
+}

backend/src/knowledge/knowledge.controller.ts

@@ -0,0 +1,124 @@
+import {
+  Body,
+  Controller,
+  Delete,
+  Get,
+  Param,
+  Patch,
+  Post,
+  Query,
+  UseGuards,
+} from '@nestjs/common';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import { TenantId } from '../tenant/tenant.decorator';
+import { CreateCommentDto, UpdateCommentDto } from './dto/comment.dto';
+import { ReviewSemanticLinkDto } from './dto/semantic-link.dto';
+import { CommentService } from './services/comment.service';
+import { SemanticOrchestratorService } from './services/semantic-orchestrator.service';
+import { SemanticLinkService } from './services/semantic-link.service';
+import { TenantDatabaseService } from '../tenant/tenant-database.service';
+
+@Controller('knowledge')
+@UseGuards(JwtAuthGuard)
+export class KnowledgeController {
+  constructor(
+    private readonly commentService: CommentService,
+    private readonly semanticOrchestratorService: SemanticOrchestratorService,
+    private readonly semanticLinkService: SemanticLinkService,
+    private readonly tenantDbService: TenantDatabaseService,
+  ) {}
+
+  @Get('comments/:objectApiName/:recordId')
+  async getComments(
+    @TenantId() tenantId: string,
+    @Param('objectApiName') objectApiName: string,
+    @Param('recordId') recordId: string,
+  ) {
+    return this.commentService.listComments(tenantId, objectApiName, recordId);
+  }
+
+  @Post('comments')
+  async createComment(
+    @TenantId() tenantId: string,
+    @Body() dto: CreateCommentDto,
+    @CurrentUser() user: any,
+  ) {
+    return this.commentService.createComment(tenantId, dto, user.userId);
+  }
+
+  @Patch('comments/:id')
+  async updateComment(
+    @TenantId() tenantId: string,
+    @Param('id') id: string,
+    @Body() dto: UpdateCommentDto,
+    @CurrentUser() user: any,
+  ) {
+    return this.commentService.updateComment(tenantId, id, dto, user.userId);
+  }
+
+  @Delete('comments/:id')
+  async deleteComment(
+    @TenantId() tenantId: string,
+    @Param('id') id: string,
+    @CurrentUser() user: any,
+  ) {
+    return this.commentService.deleteComment(tenantId, id, user.userId);
+  }
+
+  @Post('semantic/refresh/:objectApiName/:recordId')
+  async refreshSemantic(
+    @TenantId() tenantId: string,
+    @Param('objectApiName') objectApiName: string,
+    @Param('recordId') recordId: string,
+    @CurrentUser() user: any,
+  ) {
+    return this.semanticOrchestratorService.refreshRecord(
+      tenantId,
+      objectApiName,
+      recordId,
+      user.userId,
+      'manual_refresh',
+    );
+  }
+
+  @Post('semantic/reindex/:objectApiName')
+  async reindexObject(
+    @TenantId() tenantId: string,
+    @Param('objectApiName') objectApiName: string,
+    @CurrentUser() user: any,
+    @Query('limit') limit?: string,
+  ) {
+    const parsedLimit = Number.isFinite(Number(limit)) ? Number(limit) : 250;
+    return this.semanticOrchestratorService.reindexObject(
+      tenantId,
+      objectApiName,
+      user.userId,
+      parsedLimit,
+    );
+  }
+
+  @Get('semantic/links/:objectApiName/:recordId')
+  async listLinks(
+    @TenantId() tenantId: string,
+    @Param('objectApiName') objectApiName: string,
+    @Param('recordId') recordId: string,
+    @Query('status') status?: string,
+  ) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+    return this.semanticLinkService.listForRecord(knex, objectApiName, recordId, status);
+  }
+
+  @Patch('semantic/links/:id/review')
+  async reviewLink(
+    @TenantId() tenantId: string,
+    @Param('id') id: string,
+    @Body() dto: ReviewSemanticLinkDto,
+    @CurrentUser() user: any,
+  ) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+    return this.semanticLinkService.reviewLink(knex, id, dto.status, user.userId);
+  }
+}

backend/src/knowledge/knowledge.module.ts

@@ -0,0 +1,31 @@
+import { Module } from '@nestjs/common';
+import { BullModule } from '@nestjs/bullmq';
+import { KnowledgeController } from './knowledge.controller';
+import { CommentService } from './services/comment.service';
+import { SemanticOrchestratorService } from './services/semantic-orchestrator.service';
+import { SemanticChunkerService } from './services/semantic-chunker.service';
+import { SemanticLinkService } from './services/semantic-link.service';
+import { SemanticRefreshQueueService } from './services/semantic-refresh-queue.service';
+import { SemanticRefreshProcessor } from './semantic-refresh.processor';
+import { TenantModule } from '../tenant/tenant.module';
+import { MeilisearchModule } from '../search/meilisearch.module';
+import { SEMANTIC_REFRESH_QUEUE } from './semantic-refresh.constants';
+
+@Module({
+  imports: [
+    TenantModule,
+    MeilisearchModule,
+    BullModule.registerQueue({ name: SEMANTIC_REFRESH_QUEUE }),
+  ],
+  controllers: [KnowledgeController],
+  providers: [
+    CommentService,
+    SemanticOrchestratorService,
+    SemanticChunkerService,
+    SemanticLinkService,
+    SemanticRefreshQueueService,
+    SemanticRefreshProcessor,
+  ],
+  exports: [SemanticOrchestratorService, SemanticRefreshQueueService],
+})
+export class KnowledgeModule {}

backend/src/knowledge/semantic-refresh.constants.ts

@@ -0,0 +1,3 @@
+export const SEMANTIC_REFRESH_QUEUE = 'semantic-refresh';
+
+export const SEMANTIC_REFRESH_JOB = 'refresh-record';

backend/src/knowledge/semantic-refresh.processor.ts

@@ -0,0 +1,45 @@
+import { Processor, WorkerHost } from '@nestjs/bullmq';
+import { Logger } from '@nestjs/common';
+import { Job } from 'bullmq';
+import { SemanticOrchestratorService } from './services/semantic-orchestrator.service';
+import { SEMANTIC_REFRESH_QUEUE } from './semantic-refresh.constants';
+
+export type SemanticRefreshJobData = {
+  tenantId: string;
+  objectApiName: string;
+  recordId: string;
+  userId?: string;
+  trigger: string;
+};
+
+@Processor(SEMANTIC_REFRESH_QUEUE)
+export class SemanticRefreshProcessor extends WorkerHost {
+  private readonly logger = new Logger(SemanticRefreshProcessor.name);
+
+  constructor(
+    private readonly semanticOrchestratorService: SemanticOrchestratorService,
+  ) {
+    super();
+  }
+
+  async process(job: Job<SemanticRefreshJobData>): Promise<void> {
+    const { tenantId, objectApiName, recordId, userId, trigger } = job.data;
+    this.logger.log(
+      `Processing semantic refresh: ${objectApiName}:${recordId} trigger=${trigger}`,
+    );
+    try {
+      await this.semanticOrchestratorService.refreshRecord(
+        tenantId,
+        objectApiName,
+        recordId,
+        userId,
+        trigger,
+      );
+    } catch (error) {
+      this.logger.error(
+        `Semantic refresh failed: ${objectApiName}:${recordId} trigger=${trigger} error=${error.message}`,
+      );
+      throw error; // Let BullMQ handle retries
+    }
+  }
+}

backend/src/knowledge/services/comment.service.ts

@@ -0,0 +1,115 @@
+import { ForbiddenException, Injectable, NotFoundException } from '@nestjs/common';
+import { TenantDatabaseService } from '../../tenant/tenant-database.service';
+import { CreateCommentDto, UpdateCommentDto } from '../dto/comment.dto';
+import { SemanticRefreshQueueService } from './semantic-refresh-queue.service';
+
+@Injectable()
+export class CommentService {
+  constructor(
+    private readonly tenantDbService: TenantDatabaseService,
+    private readonly semanticRefreshQueue: SemanticRefreshQueueService,
+  ) {}
+
+  async listComments(tenantId: string, parentObjectApiName: string, parentRecordId: string) {
+    const knex = await this.getKnex(tenantId);
+    return knex('comments')
+      .where({
+        parent_object_api_name: parentObjectApiName,
+        parent_record_id: parentRecordId,
+      })
+      .orderBy('created_at', 'desc');
+  }
+
+  async createComment(tenantId: string, dto: CreateCommentDto, userId: string) {
+    const knex = await this.getKnex(tenantId);
+    const [created] = await knex('comments')
+      .insert({
+        parent_object_api_name: dto.parentObjectApiName,
+        parent_record_id: dto.parentRecordId,
+        author_user_id: userId,
+        content: dto.content,
+        created_at: knex.fn.now(),
+        updated_at: knex.fn.now(),
+      })
+      .returning('*');
+
+    console.log(
+      `[Knowledge] Comment created: ${dto.parentObjectApiName}:${dto.parentRecordId} by ${userId}`,
+    );
+    await this.semanticRefreshQueue.enqueue(
+      tenantId,
+      dto.parentObjectApiName,
+      dto.parentRecordId,
+      userId,
+      'comment_created',
+    );
+
+    return created;
+  }
+
+  async updateComment(tenantId: string, commentId: string, dto: UpdateCommentDto, userId: string) {
+    const knex = await this.getKnex(tenantId);
+    const existing = await knex('comments').where({ id: commentId }).first();
+
+    if (!existing) {
+      throw new NotFoundException('Comment not found');
+    }
+
+    if (existing.author_user_id !== userId) {
+      throw new ForbiddenException('Only the author can edit this comment');
+    }
+
+    await knex('comments')
+      .where({ id: commentId })
+      .update({
+        ...(dto.content ? { content: dto.content } : {}),
+        updated_at: knex.fn.now(),
+      });
+
+    console.log(
+      `[Knowledge] Comment updated: ${existing.parent_object_api_name}:${existing.parent_record_id} by ${userId}`,
+    );
+    await this.semanticRefreshQueue.enqueue(
+      tenantId,
+      existing.parent_object_api_name,
+      existing.parent_record_id,
+      userId,
+      'comment_updated',
+    );
+
+    return knex('comments').where({ id: commentId }).first();
+  }
+
+  async deleteComment(tenantId: string, commentId: string, userId: string) {
+    const knex = await this.getKnex(tenantId);
+    const existing = await knex('comments').where({ id: commentId }).first();
+
+    if (!existing) {
+      throw new NotFoundException('Comment not found');
+    }
+
+    if (existing.author_user_id !== userId) {
+      throw new ForbiddenException('Only the author can delete this comment');
+    }
+
+    await knex('comments').where({ id: commentId }).delete();
+
+    console.log(
+      `[Knowledge] Comment deleted: ${existing.parent_object_api_name}:${existing.parent_record_id} by ${userId}`,
+    );
+    await this.semanticRefreshQueue.enqueue(
+      tenantId,
+      existing.parent_object_api_name,
+      existing.parent_record_id,
+      userId,
+      'comment_deleted',
+    );
+
+    return { success: true };
+  }
+
+  private async getKnex(tenantId: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    return this.tenantDbService.getTenantKnexById(resolvedTenantId);
+  }
+}

backend/src/knowledge/services/semantic-chunker.service.spec.ts

@@ -0,0 +1,20 @@
+import { SemanticChunkerService } from './semantic-chunker.service';
+
+describe('SemanticChunkerService', () => {
+  let service: SemanticChunkerService;
+
+  beforeEach(() => {
+    service = new SemanticChunkerService();
+  });
+
+  it('creates chunks from base narrative and comments', () => {
+    const chunks = service.chunkText('Intro paragraph\n\nSecond paragraph', [
+      { id: 'c-1', content: 'Comment body' },
+    ]);
+
+    expect(chunks).toHaveLength(3);
+    expect(chunks[0].sourceKind).toBe('base_record');
+    expect(chunks[2].sourceKind).toBe('comment');
+    expect(chunks[2].sourceRefId).toBe('c-1');
+  });
+});

backend/src/knowledge/services/semantic-chunker.service.ts

@@ -0,0 +1,71 @@
+import { Injectable } from '@nestjs/common';
+
+export type SemanticChunk = {
+  chunkIndex: number;
+  sourceKind: 'base_record' | 'comment' | 'mixed';
+  sourceRefId: string | null;
+  text: string;
+  metadata: Record<string, any>;
+};
+
+@Injectable()
+export class SemanticChunkerService {
+  chunkText(
+    baseNarrative: string,
+    comments: Array<{ id: string; content: string }>,
+  ): SemanticChunk[] {
+    const chunks: SemanticChunk[] = [];
+
+    const baseParts = this.splitText(baseNarrative);
+    for (const [index, text] of baseParts.entries()) {
+      chunks.push({
+        chunkIndex: chunks.length,
+        sourceKind: 'base_record',
+        sourceRefId: null,
+        text,
+        metadata: { section: 'base', localIndex: index },
+      });
+    }
+
+    for (const comment of comments || []) {
+      const commentParts = this.splitText(comment.content);
+      for (const [index, text] of commentParts.entries()) {
+        chunks.push({
+          chunkIndex: chunks.length,
+          sourceKind: 'comment',
+          sourceRefId: comment.id,
+          text,
+          metadata: { section: 'comment', localIndex: index, commentId: comment.id },
+        });
+      }
+    }
+
+    return chunks;
+  }
+
+  private splitText(text: string): string[] {
+    const normalized = (text || '').trim();
+    if (!normalized) return [];
+
+    const paragraphs = normalized
+      .split(/\n{2,}/)
+      .map((part) => part.trim())
+      .filter(Boolean);
+
+    const chunks: string[] = [];
+    for (const paragraph of paragraphs) {
+      if (paragraph.length <= 500) {
+        chunks.push(paragraph);
+        continue;
+      }
+
+      let cursor = 0;
+      while (cursor < paragraph.length) {
+        chunks.push(paragraph.slice(cursor, cursor + 500).trim());
+        cursor += 500;
+      }
+    }
+
+    return chunks.filter(Boolean);
+  }
+}

backend/src/knowledge/services/semantic-link.service.spec.ts

@@ -0,0 +1,20 @@
+import { SemanticLinkService } from './semantic-link.service';
+
+describe('SemanticLinkService', () => {
+  let service: SemanticLinkService;
+
+  beforeEach(() => {
+    service = new SemanticLinkService();
+  });
+
+  it('normalizes undirected pairs in deterministic order', () => {
+    const normalized = service.normalizeUndirectedPair('Contact', 'b-id', 'Account', 'a-id');
+
+    expect(normalized).toEqual({
+      sourceEntityType: 'Account',
+      sourceEntityId: 'a-id',
+      targetEntityType: 'Contact',
+      targetEntityId: 'b-id',
+    });
+  });
+});

backend/src/knowledge/services/semantic-link.service.ts

@@ -0,0 +1,186 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+
+export type SemanticLinkUpsertInput = {
+  sourceEntityType: string;
+  sourceEntityId: string;
+  targetEntityType: string;
+  targetEntityId: string;
+  linkType?: string;
+  status?: string;
+  origin?: string;
+  confidence?: number;
+  reason?: string;
+  evidence?: Record<string, any>;
+  suggestedByUserId?: string | null;
+};
+
+@Injectable()
+export class SemanticLinkService {
+  normalizeUndirectedPair(
+    sourceEntityType: string,
+    sourceEntityId: string,
+    targetEntityType: string,
+    targetEntityId: string,
+  ) {
+    const sourceKey = `${sourceEntityType}:${sourceEntityId}`;
+    const targetKey = `${targetEntityType}:${targetEntityId}`;
+
+    if (sourceKey <= targetKey) {
+      return {
+        sourceEntityType,
+        sourceEntityId,
+        targetEntityType,
+        targetEntityId,
+      };
+    }
+
+    return {
+      sourceEntityType: targetEntityType,
+      sourceEntityId: targetEntityId,
+      targetEntityType: sourceEntityType,
+      targetEntityId: sourceEntityId,
+    };
+  }
+
+  async upsertSuggestedLink(knex: any, input: SemanticLinkUpsertInput) {
+    const normalized = this.normalizeUndirectedPair(
+      input.sourceEntityType,
+      input.sourceEntityId,
+      input.targetEntityType,
+      input.targetEntityId,
+    );
+
+    const payload = {
+      source_entity_type: normalized.sourceEntityType,
+      source_entity_id: normalized.sourceEntityId,
+      target_entity_type: normalized.targetEntityType,
+      target_entity_id: normalized.targetEntityId,
+      link_type: input.linkType || 'related_to',
+      status: input.status || 'suggested',
+      origin: input.origin || 'semantic',
+      confidence: input.confidence ?? 0,
+      reason: input.reason || null,
+      evidence: input.evidence ? JSON.stringify(input.evidence) : null,
+      suggested_by_user_id: input.suggestedByUserId || null,
+      updated_at: knex.fn.now(),
+      created_at: knex.fn.now(),
+    };
+
+    await knex('semantic_links')
+      .insert(payload)
+      .onConflict([
+        'source_entity_type',
+        'source_entity_id',
+        'target_entity_type',
+        'target_entity_id',
+        'link_type',
+      ])
+      .merge({
+        status: knex.raw("IF(status = 'approved', status, VALUES(status))"),
+        origin: payload.origin,
+        confidence: knex.raw('GREATEST(confidence, VALUES(confidence))'),
+        reason: payload.reason,
+        evidence: payload.evidence,
+        updated_at: knex.fn.now(),
+      });
+  }
+
+  async listForRecord(knex: any, entityType: string, entityId: string, status?: string) {
+    const query = knex('semantic_links')
+      .where((builder: any) => {
+        builder
+          .where({ source_entity_type: entityType, source_entity_id: entityId })
+          .orWhere({ target_entity_type: entityType, target_entity_id: entityId });
+      })
+      .orderBy('updated_at', 'desc');
+
+    if (status) {
+      query.andWhere({ status });
+    }
+
+    const links = await query;
+    if (!links.length) return links;
+
+    const typeSet = new Set<string>();
+    for (const link of links) {
+      typeSet.add(link.source_entity_type);
+      typeSet.add(link.target_entity_type);
+    }
+
+    const definitions = await knex('object_definitions')
+      .whereIn('apiName', Array.from(typeSet))
+      .select('apiName', 'label', 'pluralLabel', 'tableName', 'fields');
+    const definitionByType = new Map<string, any>(
+      definitions.map((item: any) => [item.apiName, item]),
+    );
+
+    const displayNameCache = new Map<string, string>();
+    const getDisplayField = (definition: any) => {
+      let fields = [];
+      if (Array.isArray(definition?.fields)) {
+        fields = definition.fields;
+      } else if (typeof definition?.fields === 'string') {
+        try {
+          fields = JSON.parse(definition.fields);
+        } catch {
+          fields = [];
+        }
+      }
+      if (fields.some((field: any) => field?.apiName === 'name')) return 'name';
+      const textField = fields.find((field: any) =>
+        ['STRING', 'TEXT', 'EMAIL'].includes(String(field?.type || '').toUpperCase()),
+      );
+      return textField?.apiName || 'id';
+    };
+
+    const resolveTableName = (definition: any) => {
+      if (definition?.tableName) return definition.tableName;
+      if (definition?.pluralLabel) {
+        return String(definition.pluralLabel).toLowerCase().replace(/[^a-z0-9]+/g, '_');
+      }
+      return `${String(definition?.apiName || '').toLowerCase()}s`;
+    };
+
+    const loadDisplayName = async (type: string, id: string) => {
+      const cacheKey = `${type}:${id}`;
+      if (displayNameCache.has(cacheKey)) return displayNameCache.get(cacheKey);
+      const definition = definitionByType.get(type);
+      if (!definition) {
+        displayNameCache.set(cacheKey, id);
+        return id;
+      }
+      const tableName = resolveTableName(definition);
+      const displayField = getDisplayField(definition);
+      const record = await knex(tableName).where({ id }).first();
+      const display = record?.[displayField] ? String(record[displayField]) : id;
+      displayNameCache.set(cacheKey, display);
+      return display;
+    };
+
+    for (const link of links) {
+      link.source_entity_label = definitionByType.get(link.source_entity_type)?.label || link.source_entity_type;
+      link.target_entity_label = definitionByType.get(link.target_entity_type)?.label || link.target_entity_type;
+      link.source_entity_name = await loadDisplayName(link.source_entity_type, link.source_entity_id);
+      link.target_entity_name = await loadDisplayName(link.target_entity_type, link.target_entity_id);
+    }
+
+    return links;
+  }
+
+  async reviewLink(knex: any, linkId: string, status: string, reviewerUserId: string) {
+    const updated = await knex('semantic_links')
+      .where({ id: linkId })
+      .update({
+        status,
+        reviewed_by_user_id: reviewerUserId,
+        reviewed_at: knex.fn.now(),
+        updated_at: knex.fn.now(),
+      });
+
+    if (!updated) {
+      throw new NotFoundException('Semantic link not found');
+    }
+
+    return knex('semantic_links').where({ id: linkId }).first();
+  }
+}

backend/src/knowledge/services/semantic-orchestrator.service.ts

@@ -0,0 +1,540 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { HumanMessage, SystemMessage } from '@langchain/core/messages';
+import { ChatOpenAI } from '@langchain/openai';
+import { TenantDatabaseService } from '../../tenant/tenant-database.service';
+import { MeilisearchService } from '../../search/meilisearch.service';
+import { getCentralPrisma } from '../../prisma/central-prisma.service';
+import { OpenAIConfig } from '../../voice/interfaces/integration-config.interface';
+import { randomUUID } from 'crypto';
+import {
+  DefaultSemanticProjectionAdapter,
+  SemanticProjectionAdapter,
+} from '../adapters/semantic-projection.adapter';
+import { SemanticChunkerService } from './semantic-chunker.service';
+import { SemanticLinkService } from './semantic-link.service';
+
+@Injectable()
+export class SemanticOrchestratorService {
+  private readonly logger = new Logger(SemanticOrchestratorService.name);
+  private readonly adapters: SemanticProjectionAdapter[] = [new DefaultSemanticProjectionAdapter()];
+  private readonly defaultEmbeddingModel =
+    process.env.OPENAI_EMBEDDING_MODEL || 'text-embedding-3-small';
+  private readonly semanticEmbedderName = 'default';
+  private readonly MIN_CONFIDENCE_BASE = 0.7;
+  private readonly MIN_CONFIDENCE_COMMENT = 0.52;
+  private readonly defaultChatModel = process.env.OPENAI_CHAT_MODEL || 'gpt-4o-mini';
+
+  constructor(
+    private readonly tenantDbService: TenantDatabaseService,
+    private readonly meilisearchService: MeilisearchService,
+    private readonly chunkerService: SemanticChunkerService,
+    private readonly semanticLinkService: SemanticLinkService,
+  ) {}
+
+  async refreshRecord(
+    tenantId: string,
+    objectApiName: string,
+    recordId: string,
+    userId?: string,
+    trigger: string = 'manual',
+  ) {
+    this.logger.log(
+      `Semantic refresh start: ${objectApiName}:${recordId} (trigger=${trigger})`,
+    );
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const objectDefinition = await knex('object_definitions').where({ apiName: objectApiName }).first();
+    if (!objectDefinition) {
+      this.logger.warn(`Object definition ${objectApiName} not found. Skipping semantic refresh.`);
+      return { skipped: true };
+    }
+
+    const tableName = this.getTableName(objectDefinition);
+    const record = await knex(tableName).where({ id: recordId }).first();
+    if (!record) {
+      this.logger.warn(`Record not found for semantic refresh: ${objectApiName}:${recordId}`);
+      return { skipped: true };
+    }
+
+    const comments = await knex('comments')
+      .where({
+        parent_object_api_name: objectApiName,
+        parent_record_id: recordId,
+      })
+      .orderBy('created_at', 'asc');
+    this.logger.log(
+      `Semantic refresh source: ${objectApiName}:${recordId} comments=${comments.length}`,
+    );
+
+    const adapter = this.adapters.find((candidate) => candidate.supports(objectApiName))!;
+    const projection = adapter.buildProjection({
+      objectApiName,
+      record,
+      objectDefinition,
+      comments,
+    });
+
+    const documentId = await this.upsertSemanticDocument(knex, projection);
+    const chunks = this.chunkerService.chunkText(projection.embeddingNarrative, comments);
+    this.logger.log(
+      `Semantic refresh chunking: ${objectApiName}:${recordId} chunks=${chunks.length}`,
+    );
+    await this.replaceChunks(knex, documentId, chunks);
+
+    const openAiConfig = await this.getOpenAiConfig(resolvedTenantId);
+    const embedderReady = await this.indexChunks(resolvedTenantId, projection, chunks, openAiConfig);
+    await this.generateSuggestions(
+      resolvedTenantId,
+      projection,
+      chunks,
+      openAiConfig,
+      embedderReady,
+      userId,
+      trigger,
+    );
+
+    this.logger.log(
+      `Semantic refresh complete: ${objectApiName}:${recordId} document=${documentId}`,
+    );
+    return { documentId, chunkCount: chunks.length };
+  }
+
+  async reindexObject(tenantId: string, objectApiName: string, userId?: string, limit = 250) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+    const objectDefinition = await knex('object_definitions').where({ apiName: objectApiName }).first();
+    if (!objectDefinition) {
+      return { total: 0, processed: 0 };
+    }
+
+    const tableName = this.getTableName(objectDefinition);
+    const records = await knex(tableName).select('id').limit(limit);
+
+    let processed = 0;
+    for (const record of records) {
+      await this.refreshRecord(resolvedTenantId, objectApiName, record.id, userId, 'batch_reindex');
+      processed += 1;
+    }
+
+    return { total: records.length, processed };
+  }
+
+  private async upsertSemanticDocument(knex: any, projection: any): Promise<string> {
+    const existing = await knex('semantic_documents')
+      .where({ entity_type: projection.entityType, entity_id: projection.entityId })
+      .first();
+
+    if (existing) {
+      await knex('semantic_documents')
+        .where({ id: existing.id })
+        .update({
+          title: projection.title,
+          narrative: projection.narrative,
+          metadata: JSON.stringify(projection.metadata || {}),
+          source_summary: JSON.stringify(projection.sourceSummary || {}),
+          updated_at: knex.fn.now(),
+        });
+      return existing.id;
+    }
+
+    const newId = randomUUID();
+    const [created] = await knex('semantic_documents')
+      .insert({
+        id: newId,
+        entity_type: projection.entityType,
+        entity_id: projection.entityId,
+        title: projection.title,
+        narrative: projection.narrative,
+        metadata: JSON.stringify(projection.metadata || {}),
+        source_summary: JSON.stringify(projection.sourceSummary || {}),
+        created_at: knex.fn.now(),
+        updated_at: knex.fn.now(),
+      })
+      .returning('id');
+
+    if (created && typeof created === 'object' && created.id) {
+      return created.id;
+    }
+    // MySQL may return a numeric insert id (often 0 for UUID PKs). Always trust the generated UUID.
+    return newId;
+  }
+
+  private async replaceChunks(knex: any, documentId: string, chunks: any[]) {
+    if (!documentId) {
+      this.logger.warn('Skipping chunk replace: missing semantic document id.');
+      return;
+    }
+    await knex('semantic_chunks').where({ semantic_document_id: documentId }).delete();
+    if (!chunks.length) return;
+
+    await knex('semantic_chunks').insert(
+      chunks.map((chunk) => ({
+        semantic_document_id: documentId,
+        chunk_index: chunk.chunkIndex,
+        source_kind: chunk.sourceKind,
+        source_ref_id: chunk.sourceRefId,
+        text: chunk.text,
+        metadata: JSON.stringify(chunk.metadata || {}),
+        created_at: knex.fn.now(),
+        updated_at: knex.fn.now(),
+      })),
+    );
+  }
+
+  private async indexChunks(
+    tenantId: string,
+    projection: any,
+    chunks: any[],
+    openAiConfig: OpenAIConfig | null,
+  ) {
+    if (!this.meilisearchService.isEnabled()) {
+      this.logger.warn('Meilisearch disabled; skipping semantic chunk indexing.');
+      return false;
+    }
+
+    const indexName = this.meilisearchService.buildSemanticChunkIndexName(tenantId);
+    let embedderReady = false;
+    if (openAiConfig?.apiKey) {
+      embedderReady = await this.meilisearchService.ensureOpenAiEmbedder(indexName, {
+        embedderName: this.semanticEmbedderName,
+        apiKey: openAiConfig.apiKey,
+        model: openAiConfig.embeddingModel || this.defaultEmbeddingModel,
+        documentTemplate: '{{doc.title}}\n{{doc.text}}',
+      });
+      this.logger.log(
+        `Meilisearch embedder ensured: index=${indexName} model=${openAiConfig.embeddingModel || this.defaultEmbeddingModel}`,
+      );
+    } else {
+      this.logger.warn('OpenAI embedder not configured; semantic search will be lexical only.');
+    }
+    this.logger.log(`Indexing semantic chunks: index=${indexName} count=${chunks.length}`);
+    await this.meilisearchService.upsertDocuments(indexName, chunks.map((chunk) => ({
+      id: `${projection.entityType}_${projection.entityId}_${chunk.chunkIndex}`,
+      entityType: projection.entityType,
+      entityId: projection.entityId,
+      title: projection.title,
+      sourceKind: chunk.sourceKind,
+      sourceRefId: chunk.sourceRefId,
+      text: chunk.text,
+    })));
+    return embedderReady;
+  }
+
+  private async generateSuggestions(
+    tenantId: string,
+    projection: any,
+    chunks: any[],
+    openAiConfig: OpenAIConfig | null,
+    embedderReady: boolean,
+    userId?: string,
+    trigger: string = 'semantic_refresh',
+  ) {
+    if (!this.meilisearchService.isEnabled() || !chunks.length) {
+      this.logger.warn(
+        `Skipping suggestion generation: meili=${this.meilisearchService.isEnabled()} chunks=${chunks.length}`,
+      );
+      return;
+    }
+
+    const indexName = this.meilisearchService.buildSemanticChunkIndexName(tenantId);
+    // Build query from all chunks (base record + comments), prioritising comments
+    // since they carry the most distinctive semantic signal.
+    const commentChunks = chunks.filter((c) => c.sourceKind === 'comment');
+    const baseChunks = chunks.filter((c) => c.sourceKind !== 'comment');
+    const orderedChunks = [...commentChunks, ...baseChunks];
+    const queryText = orderedChunks.map((chunk) => chunk.text).join(' ').slice(0, 1200);
+    this.logger.log(
+      `Generating suggestions: index=${indexName} queryLen=${queryText.length} hybrid=${embedderReady}`,
+    );
+    const search = await this.meilisearchService.searchIndex(
+      indexName,
+      queryText,
+      20,
+      // semanticRatio:1.0 = pure vector search, no lexical component that would
+      // match on shared tokens like 'name:' or 'Comment 1:' across all records.
+      embedderReady ? { embedder: this.semanticEmbedderName, semanticRatio: 1.0 } : undefined,
+    );
+    this.logger.log(
+      `Meilisearch results: index=${indexName} hits=${search.hits?.length || 0} total=${search.total}`,
+    );
+
+    const candidates = new Map<string, { hit: any; confidence: number; rankingDetails?: any }>();
+    for (const hit of search.hits || []) {
+      // Skip self
+      if (hit.entityId === projection.entityId) continue;
+
+      const confidence = hit._semanticScore ?? hit._rankingScore ?? 0;
+      // Use a lower threshold for comment chunks (short, conversational text
+      // naturally produces lower cosine similarity than structured field values).
+      const isComment = hit.sourceKind === 'comment';
+      const threshold = isComment ? this.MIN_CONFIDENCE_COMMENT : this.MIN_CONFIDENCE_BASE;
+      this.logger.log(
+        `Suggestion candidate: ${hit.entityType}:${hit.entityId} confidence=${confidence.toFixed(4)} kind=${hit.sourceKind || 'base'} threshold=${threshold} text="${String(hit.text || '').substring(0, 60)}"`,
+      );
+
+      if (confidence < threshold) {
+        this.logger.log(
+          `Skipping low-confidence match: ${hit.entityType}:${hit.entityId} confidence=${confidence.toFixed(4)} < ${threshold} (${isComment ? 'comment' : 'base'})`,
+        );
+        continue;
+      }
+
+      const key = `${hit.entityType}:${hit.entityId}`;
+      const existing = candidates.get(key);
+      if (!existing || confidence > existing.confidence) {
+        candidates.set(key, {
+          hit,
+          confidence,
+          rankingDetails: hit._rankingScoreDetails || null,
+        });
+      }
+    }
+
+    this.logger.log(`Filtered suggestions: ${candidates.size} passed thresholds (base=${this.MIN_CONFIDENCE_BASE}, comment=${this.MIN_CONFIDENCE_COMMENT})`);
+
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    for (const [key, { hit, confidence, rankingDetails }] of candidates.entries()) {
+      const [targetType, targetId] = key.split(':');
+      const llmAssessment = await this.assessLinkWithLlm(
+        openAiConfig,
+        trigger,
+        projection,
+        chunks,
+        hit,
+        confidence,
+        rankingDetails,
+      );
+      const reason =
+        llmAssessment?.reason ||
+        this.humanizeTrigger(trigger) ||
+        'Suggested from semantic similarity.';
+      await this.semanticLinkService.upsertSuggestedLink(knex, {
+        sourceEntityType: projection.entityType,
+        sourceEntityId: projection.entityId,
+        targetEntityType: targetType,
+        targetEntityId: targetId,
+        linkType: llmAssessment?.linkType || 'related',
+        status: 'suggested',
+        origin: 'semantic',
+        confidence,
+        reason,
+        evidence: this.buildEvidencePayload(
+          trigger,
+          chunks,
+          hit,
+          confidence,
+          rankingDetails,
+          llmAssessment,
+        ),
+        suggestedByUserId: userId || null,
+      });
+    }
+  }
+
+  private buildEvidencePayload(
+    trigger: string,
+    chunks: any[],
+    hit: any,
+    confidence: number,
+    rankingDetails: any,
+    llmAssessment?: {
+      reason?: string;
+      explanation?: string;
+      matchedSignals?: string[];
+    } | null,
+  ) {
+    return {
+      trigger,
+      explanation:
+        llmAssessment?.explanation ||
+        llmAssessment?.reason ||
+        'Suggested using semantic similarity and ranked chunk evidence.',
+      sourceSignals: chunks.slice(0, 2).map((chunk) => ({
+        sourceKind: chunk.sourceKind,
+        text: chunk.text.slice(0, 220),
+      })),
+      matchedSignals: llmAssessment?.matchedSignals || [],
+      matchedChunks: [
+        {
+          sourceKind: hit.sourceKind,
+          text: String(hit.text || '').slice(0, 220),
+          score: confidence,
+          rankingDetails: rankingDetails || null,
+        },
+      ],
+    };
+  }
+
+  private async assessLinkWithLlm(
+    openAiConfig: OpenAIConfig | null,
+    trigger: string,
+    projection: any,
+    chunks: any[],
+    hit: any,
+    confidence: number,
+    rankingDetails: any,
+  ): Promise<{ linkType: string; reason?: string; explanation?: string; matchedSignals?: string[] } | null> {
+    if (!openAiConfig?.apiKey) {
+      return null;
+    }
+
+    const promptPayload = {
+      trigger,
+      source: {
+        entityType: projection.entityType,
+        title: projection.title,
+        narrative: String(projection.narrative || '').slice(0, 900),
+        keySignals: chunks.slice(0, 3).map((chunk) => ({
+          sourceKind: chunk.sourceKind,
+          text: String(chunk.text || '').slice(0, 220),
+        })),
+      },
+      target: {
+        entityType: hit.entityType,
+        title: hit.title,
+        sourceKind: hit.sourceKind,
+        text: String(hit.text || '').slice(0, 300),
+      },
+      confidence,
+      rankingDetails: rankingDetails || {},
+      allowedLinkTypes: [
+        'related',
+        'supports',
+        'contradicts',
+        'expands',
+        'duplicate_of',
+        'references',
+        'depends_on',
+      ],
+    };
+
+    try {
+      const model = new ChatOpenAI({
+        apiKey: openAiConfig.apiKey,
+        model: openAiConfig.model || this.defaultChatModel,
+        temperature: 0.1,
+      });
+
+      const response = await model.invoke([
+        new SystemMessage(
+          'Classify semantic relationship. Return valid JSON only with keys: linkType, reason, explanation, matchedSignals. linkType must be one of related|supports|contradicts|expands|duplicate_of|references|depends_on.',
+        ),
+        new HumanMessage(JSON.stringify(promptPayload)),
+      ]);
+
+      const content = typeof response.content === 'string'
+        ? response.content
+        : Array.isArray(response.content)
+          ? response.content.map((part: any) => (typeof part === 'string' ? part : part?.text || '')).join('')
+          : '';
+      const normalized = this.extractJsonObject(content);
+      if (!normalized) return null;
+
+      const linkType = this.normalizeLinkType(normalized.linkType);
+      return {
+        linkType,
+        reason: typeof normalized.reason === 'string' ? normalized.reason.trim() : undefined,
+        explanation:
+          typeof normalized.explanation === 'string' ? normalized.explanation.trim() : undefined,
+        matchedSignals: Array.isArray(normalized.matchedSignals)
+          ? normalized.matchedSignals
+            .map((item: any) => String(item || '').trim())
+            .filter(Boolean)
+            .slice(0, 3)
+          : undefined,
+      };
+    } catch (error) {
+      this.logger.warn(`Semantic LLM assessment failed: ${error.message}`);
+      return null;
+    }
+  }
+
+  private extractJsonObject(raw: string): Record<string, any> | null {
+    if (!raw) return null;
+    const trimmed = raw.trim();
+    try {
+      return JSON.parse(trimmed);
+    } catch {
+      const match = trimmed.match(/\{[\s\S]*\}/);
+      if (!match) return null;
+      try {
+        return JSON.parse(match[0]);
+      } catch {
+        return null;
+      }
+    }
+  }
+
+  private normalizeLinkType(value: any): string {
+    const supported = new Set([
+      'related',
+      'supports',
+      'contradicts',
+      'expands',
+      'duplicate_of',
+      'references',
+      'depends_on',
+    ]);
+    const normalized = String(value || '').trim().toLowerCase();
+    if (supported.has(normalized)) return normalized;
+    return 'related';
+  }
+
+  private humanizeTrigger(trigger: string): string {
+    if (!trigger) return 'Suggested from semantic similarity.';
+    const map: Record<string, string> = {
+      comment_created: 'Suggested based on a comment added to the record.',
+      comment_updated: 'Suggested based on a comment update.',
+      manual_refresh: 'Suggested after a manual semantic refresh.',
+      batch_reindex: 'Suggested during semantic reindexing.',
+    };
+    return map[trigger] || 'Suggested from semantic similarity.';
+  }
+
+  private getTableName(objectDefinition: any): string {
+    if (objectDefinition.tableName) return objectDefinition.tableName;
+
+    if (objectDefinition.pluralLabel) {
+      return objectDefinition.pluralLabel.toLowerCase().replace(/[^a-z0-9]+/g, '_');
+    }
+
+    return `${objectDefinition.apiName.toLowerCase()}s`;
+  }
+
+  private async getOpenAiConfig(tenantId: string): Promise<OpenAIConfig | null> {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const centralPrisma = getCentralPrisma();
+    const tenant = await centralPrisma.tenant.findUnique({
+      where: { id: resolvedTenantId },
+      select: { integrationsConfig: true },
+    });
+
+    let config = tenant?.integrationsConfig
+      ? typeof tenant.integrationsConfig === 'string'
+        ? this.tenantDbService.decryptIntegrationsConfig(tenant.integrationsConfig)
+        : tenant.integrationsConfig
+      : null;
+
+    if (!config?.openai && process.env.OPENAI_API_KEY) {
+      config = {
+        ...(config || {}),
+        openai: {
+          apiKey: process.env.OPENAI_API_KEY,
+          embeddingModel: this.defaultEmbeddingModel,
+        },
+      };
+    }
+
+    if (config?.openai?.apiKey) {
+      return {
+        apiKey: config.openai.apiKey,
+        embeddingModel: config.openai.embeddingModel || this.defaultEmbeddingModel,
+      };
+    }
+
+    return null;
+  }
+}

backend/src/knowledge/services/semantic-refresh-queue.service.ts

@@ -0,0 +1,42 @@
+import { Injectable, Logger } from '@nestjs/common';
+import { InjectQueue } from '@nestjs/bullmq';
+import { Queue } from 'bullmq';
+import {
+  SEMANTIC_REFRESH_QUEUE,
+  SEMANTIC_REFRESH_JOB,
+} from '../semantic-refresh.constants';
+import { SemanticRefreshJobData } from '../semantic-refresh.processor';
+
+@Injectable()
+export class SemanticRefreshQueueService {
+  private readonly logger = new Logger(SemanticRefreshQueueService.name);
+
+  constructor(
+    @InjectQueue(SEMANTIC_REFRESH_QUEUE) private readonly queue: Queue,
+  ) {}
+
+  async enqueue(
+    tenantId: string,
+    objectApiName: string,
+    recordId: string,
+    userId?: string,
+    trigger: string = 'manual',
+  ): Promise<void> {
+    const data: SemanticRefreshJobData = {
+      tenantId,
+      objectApiName,
+      recordId,
+      userId,
+      trigger,
+    };
+    await this.queue.add(SEMANTIC_REFRESH_JOB, data, {
+      attempts: 3,
+      backoff: { type: 'exponential', delay: 2000 },
+      removeOnComplete: 100,
+      removeOnFail: 50,
+    });
+    this.logger.debug(
+      `Enqueued semantic refresh: ${objectApiName}:${recordId} trigger=${trigger}`,
+    );
+  }
+}

backend/src/models/ai-chat.model.ts

@@ -1,63 +0,0 @@
-import { randomUUID } from 'crypto';
-import { snakeCaseMappers } from 'objection';
-import { BaseModel } from './base.model';
-
-export class AiChatSession extends BaseModel {
-  static tableName = 'ai_chat_sessions';
-  static columnNameMappers = snakeCaseMappers();
-
-  id!: string;
-  userId!: string;
-  createdAt!: Date;
-
-  $beforeInsert() {
-    this.id = this.id || randomUUID();
-    this.createdAt = this.createdAt || new Date();
-  }
-
-  $beforeUpdate() {}
-
-  static get relationMappings() {
-    return {
-      messages: {
-        relation: BaseModel.HasManyRelation,
-        modelClass: AiChatMessage,
-        join: {
-          from: 'ai_chat_sessions.id',
-          to: 'ai_chat_messages.session_id',
-        },
-      },
-    };
-  }
-}
-
-export class AiChatMessage extends BaseModel {
-  static tableName = 'ai_chat_messages';
-  static columnNameMappers = snakeCaseMappers();
-
-  id!: string;
-  sessionId!: string;
-  role!: string;
-  content!: string;
-  createdAt!: Date;
-
-  $beforeInsert() {
-    this.id = this.id || randomUUID();
-    this.createdAt = this.createdAt || new Date();
-  }
-
-  $beforeUpdate() {}
-
-  static get relationMappings() {
-    return {
-      session: {
-        relation: BaseModel.BelongsToOneRelation,
-        modelClass: AiChatSession,
-        join: {
-          from: 'ai_chat_messages.session_id',
-          to: 'ai_chat_sessions.id',
-        },
-      },
-    };
-  }
-}

backend/src/models/ai-process.model.ts

@@ -1,164 +0,0 @@
-import { randomUUID } from 'crypto';
-import { QueryContext, snakeCaseMappers } from 'objection';
-import { BaseModel } from './base.model';
-
-export class AiProcess extends BaseModel {
-  static tableName = 'ai_processes';
-  static columnNameMappers = snakeCaseMappers();
-
-  id!: string;
-  name!: string;
-  description?: string;
-  latestVersion!: number;
-  createdBy!: string;
-  createdAt!: Date;
-  updatedAt!: Date;
-
-  $beforeInsert(queryContext: QueryContext) {
-    this.id = this.id || randomUUID();
-    super.$beforeInsert(queryContext);
-  }
-
-  static get relationMappings() {
-    return {
-      versions: {
-        relation: BaseModel.HasManyRelation,
-        modelClass: AiProcessVersion,
-        join: {
-          from: 'ai_processes.id',
-          to: 'ai_process_versions.process_id',
-        },
-      },
-      runs: {
-        relation: BaseModel.HasManyRelation,
-        modelClass: AiProcessRun,
-        join: {
-          from: 'ai_processes.id',
-          to: 'ai_process_runs.process_id',
-        },
-      },
-    };
-  }
-}
-
-export class AiProcessVersion extends BaseModel {
-  static tableName = 'ai_process_versions';
-  static columnNameMappers = snakeCaseMappers();
-  static jsonAttributes = ['graphJson', 'compiledJson'];
-
-  id!: string;
-  processId!: string;
-  version!: number;
-  graphJson!: Record<string, unknown>;
-  compiledJson!: Record<string, unknown>;
-  createdBy!: string;
-  createdAt!: Date;
-
-  $beforeInsert() {
-    this.id = this.id || randomUUID();
-    this.createdAt = this.createdAt || new Date();
-  }
-
-  $beforeUpdate() {}
-
-  static get relationMappings() {
-    return {
-      process: {
-        relation: BaseModel.BelongsToOneRelation,
-        modelClass: AiProcess,
-        join: {
-          from: 'ai_process_versions.process_id',
-          to: 'ai_processes.id',
-        },
-      },
-    };
-  }
-}
-
-export class AiProcessRun extends BaseModel {
-  static tableName = 'ai_process_runs';
-  static columnNameMappers = snakeCaseMappers();
-  static jsonAttributes = ['inputJson', 'outputJson', 'errorJson', 'stateJson'];
-
-  id!: string;
-  processId!: string;
-  version!: number;
-  status!: string;
-  inputJson!: Record<string, unknown>;
-  outputJson?: Record<string, unknown> | null;
-  errorJson?: Record<string, unknown> | null;
-  stateJson?: Record<string, unknown>;
-  currentNodeId?: string | null;
-  startedAt?: Date;
-  endedAt?: Date | null;
-
-  $beforeInsert() {
-    this.id = this.id || randomUUID();
-    this.startedAt = this.startedAt || new Date();
-  }
-
-  $beforeUpdate() {}
-
-  static get relationMappings() {
-    return {
-      process: {
-        relation: BaseModel.BelongsToOneRelation,
-        modelClass: AiProcess,
-        join: {
-          from: 'ai_process_runs.process_id',
-          to: 'ai_processes.id',
-        },
-      },
-    };
-  }
-}
-
-export class AiAuditEvent extends BaseModel {
-  static tableName = 'ai_audit_events';
-  static columnNameMappers = snakeCaseMappers();
-  static jsonAttributes = ['payloadJson'];
-
-  id!: string;
-  runId!: string;
-  eventType!: string;
-  payloadJson!: Record<string, unknown>;
-  createdAt!: Date;
-
-  $beforeInsert() {
-    this.id = this.id || randomUUID();
-    this.createdAt = this.createdAt || new Date();
-  }
-
-  $beforeUpdate() {}
-
-  static get relationMappings() {
-    return {
-      run: {
-        relation: BaseModel.BelongsToOneRelation,
-        modelClass: AiProcessRun,
-        join: {
-          from: 'ai_audit_events.run_id',
-          to: 'ai_process_runs.id',
-        },
-      },
-    };
-  }
-}
-
-export class AiToolConfig extends BaseModel {
-  static tableName = 'ai_tool_configs';
-  static columnNameMappers = snakeCaseMappers();
-  static jsonAttributes = ['configJson'];
-
-  id!: string;
-  toolName!: string;
-  enabled!: boolean;
-  configJson?: Record<string, unknown>;
-  createdAt!: Date;
-  updatedAt!: Date;
-
-  $beforeInsert(queryContext: QueryContext) {
-    this.id = this.id || randomUUID();
-    super.$beforeInsert(queryContext);
-  }
-}

backend/src/models/user.model.ts

@@ -1,4 +1,5 @@
 import { BaseModel } from './base.model';
+import { ModelOptions, QueryContext } from 'objection';
 
 export class User extends BaseModel {
   static tableName = 'users';
@@ -8,6 +9,8 @@ export class User extends BaseModel {
   password: string;
   firstName?: string;
   lastName?: string;
+  alias?: string;
+  name?: string;
   isActive: boolean;
   createdAt: Date;
   updatedAt: Date;
@@ -22,11 +25,37 @@ export class User extends BaseModel {
         password: { type: 'string' },
         firstName: { type: 'string' },
         lastName: { type: 'string' },
+        alias: { type: 'string' },
+        name: { type: 'string' },
         isActive: { type: 'boolean' },
       },
     };
   }
 
+  /**
+   * Compute the `name` column before insert/update so lookup fields
+   * referencing User.name always have a value.
+   */
+  private computeName() {
+    if (this.alias) {
+      this.name = this.alias;
+    } else if (this.firstName || this.lastName) {
+      this.name = [this.firstName, this.lastName].filter(Boolean).join(' ');
+    } else if (this.email) {
+      this.name = this.email;
+    }
+  }
+
+  $beforeInsert(queryContext: QueryContext) {
+    super.$beforeInsert(queryContext);
+    this.computeName();
+  }
+
+  $beforeUpdate(opt: ModelOptions, queryContext: QueryContext) {
+    super.$beforeUpdate(opt, queryContext);
+    this.computeName();
+  }
+
   static get relationMappings() {
     const { UserRole } = require('./user-role.model');
     const { Role } = require('./role.model');

backend/src/object/field-mapper.service.ts

@@ -79,6 +79,10 @@ export class FieldMapperService {
     const frontendType = this.mapFieldType(field.type);
     const isLookupField = frontendType === 'belongsTo' || field.type.toLowerCase().includes('lookup');
     
+    // Hide 'id' field from list view by default
+    const isIdField = field.apiName === 'id';
+    const defaultShowOnList = isIdField ? false : true;
+    
     return {
       id: field.id,
       apiName: field.apiName,
@@ -95,7 +99,7 @@ export class FieldMapperService {
       isReadOnly: field.isSystem || uiMetadata.isReadOnly || false,
       
       // View visibility
-      showOnList: uiMetadata.showOnList !== false,
+      showOnList: uiMetadata.showOnList !== undefined ? uiMetadata.showOnList : defaultShowOnList,
       showOnDetail: uiMetadata.showOnDetail !== false,
       showOnEdit: uiMetadata.showOnEdit !== false && !field.isSystem,
       sortable: uiMetadata.sortable !== false,
@@ -141,12 +145,14 @@ export class FieldMapperService {
       'boolean': 'boolean',
       'date': 'date',
       'datetime': 'datetime',
+      'date_time': 'datetime',
       'time': 'time',
       'email': 'email',
       'url': 'url',
       'phone': 'text',
       'picklist': 'select',
       'multipicklist': 'multiSelect',
+      'multi_picklist': 'multiSelect',
       'lookup': 'belongsTo',
       'master-detail': 'belongsTo',
       'currency': 'currency',

backend/src/object/object.module.ts

@@ -10,9 +10,10 @@ import { RbacModule } from '../rbac/rbac.module';
 import { ModelRegistry } from './models/model.registry';
 import { ModelService } from './models/model.service';
 import { MeilisearchModule } from '../search/meilisearch.module';
+import { KnowledgeModule } from '../knowledge/knowledge.module';
 
 @Module({
-  imports: [TenantModule, MigrationModule, RbacModule, MeilisearchModule],
+  imports: [TenantModule, MigrationModule, RbacModule, MeilisearchModule, KnowledgeModule],
   providers: [
     ObjectService,
     SchemaManagementService,

backend/src/object/object.service.ts

@@ -9,6 +9,7 @@ import { FieldDefinition } from '../models/field-definition.model';
 import { User } from '../models/user.model';
 import { ObjectMetadata } from './models/dynamic-model.factory';
 import { MeilisearchService } from '../search/meilisearch.service';
+import { SemanticRefreshQueueService } from '../knowledge/services/semantic-refresh-queue.service';
 
 type SearchFilter = {
   field: string;
@@ -39,6 +40,7 @@ export class ObjectService {
     private modelService: ModelService,
     private authService: AuthorizationService,
     private meilisearchService: MeilisearchService,
+    private semanticRefreshQueue: SemanticRefreshQueueService,
   ) {}
 
   // Setup endpoints - Object metadata management
@@ -336,13 +338,27 @@ export class ObjectService {
       updated_at: knex.fn.now(),
     };
     
-    // Store relationDisplayField in UI metadata if provided
-    if (data.relationDisplayField || data.relationObjects || data.relationTypeField) {
-      fieldData.ui_metadata = JSON.stringify({
-        relationDisplayField: data.relationDisplayField,
-        relationObjects: data.relationObjects,
-        relationTypeField: data.relationTypeField,
-      });
+    // Build UI metadata from all sources
+    const uiMetadataObj: any = {};
+
+    // Merge general uiMetadata (options, placeholder, helpText, etc.)
+    if (data.uiMetadata && typeof data.uiMetadata === 'object') {
+      Object.assign(uiMetadataObj, data.uiMetadata);
+    }
+
+    // Store relation-specific fields in UI metadata if provided
+    if (data.relationDisplayField) {
+      uiMetadataObj.relationDisplayField = data.relationDisplayField;
+    }
+    if (data.relationObjects) {
+      uiMetadataObj.relationObjects = data.relationObjects;
+    }
+    if (data.relationTypeField) {
+      uiMetadataObj.relationTypeField = data.relationTypeField;
+    }
+
+    if (Object.keys(uiMetadataObj).length > 0) {
+      fieldData.ui_metadata = JSON.stringify(uiMetadataObj);
     }
     
     await knex('field_definitions').insert(fieldData);
@@ -1114,6 +1130,13 @@ export class ObjectService {
     );
     const record = await boundModel.query().insert(normalizedRecordData);
     await this.indexRecord(resolvedTenantId, objectApiName, objectDefModel.fields, record);
+    await this.semanticRefreshQueue.enqueue(
+      resolvedTenantId,
+      objectApiName,
+      record.id,
+      userId,
+      'record_created',
+    );
     return record;
   }
 
@@ -1183,6 +1206,13 @@ export class ObjectService {
     await boundModel.query().patch(normalizedEditableData).where({ id: recordId });
     const record = await boundModel.query().where({ id: recordId }).first();
     await this.indexRecord(resolvedTenantId, objectApiName, objectDefModel.fields, record);
+    await this.semanticRefreshQueue.enqueue(
+      resolvedTenantId,
+      objectApiName,
+      recordId,
+      userId,
+      'record_updated',
+    );
     return record;
   }
 

backend/src/object/runtime-object.controller.ts

@@ -111,4 +111,33 @@ export class RuntimeObjectController {
       user.userId,
     );
   }
+
+  /**
+   * Direct filter-based search — used when applying a saved list view.
+   * Bypasses the AI planning step; accepts pre-resolved structured filters.
+   */
+  @Post(':objectApiName/records/search')
+  async searchRecords(
+    @TenantId() tenantId: string,
+    @Param('objectApiName') objectApiName: string,
+    @CurrentUser() user: any,
+    @Body() body: {
+      filters?: Array<{ field: string; operator: string; value?: any; values?: any[]; from?: string; to?: string }>;
+      sort?: { field: string; direction: 'asc' | 'desc' } | null;
+      page?: number;
+      pageSize?: number;
+    },
+  ) {
+    const page = Number.isFinite(Number(body?.page)) ? Number(body.page) : 1;
+    const pageSize = Number.isFinite(Number(body?.pageSize)) ? Number(body.pageSize) : 25;
+
+    return this.objectService.searchRecordsWithFilters(
+      tenantId,
+      objectApiName,
+      user.userId,
+      body?.filters || [],
+      { page, pageSize },
+      body?.sort || undefined,
+    );
+  }
 }

backend/src/page-layout/dto/page-layout.dto.ts

@@ -1,4 +1,6 @@
-import { IsString, IsUUID, IsBoolean, IsOptional, IsObject } from 'class-validator';
+import { IsString, IsUUID, IsBoolean, IsOptional, IsObject, IsIn } from 'class-validator';
+
+export type PageLayoutType = 'detail' | 'list';
 
 export class CreatePageLayoutDto {
   @IsString()
@@ -7,18 +9,25 @@ export class CreatePageLayoutDto {
   @IsUUID()
   objectId: string;
 
+  @IsIn(['detail', 'list'])
+  @IsOptional()
+  layoutType?: PageLayoutType = 'detail';
+
   @IsBoolean()
   @IsOptional()
   isDefault?: boolean;
 
   @IsObject()
   layoutConfig: {
+    // For detail layouts: grid-based field positions
     fields: Array<{
       fieldId: string;
-      x: number;
-      y: number;
-      w: number;
-      h: number;
+      x?: number;
+      y?: number;
+      w?: number;
+      h?: number;
+      // For list layouts: field order (optional, defaults to array index)
+      order?: number;
     }>;
     relatedLists?: string[];
   };
@@ -42,10 +51,11 @@ export class UpdatePageLayoutDto {
   layoutConfig?: {
     fields: Array<{
       fieldId: string;
-      x: number;
-      y: number;
-      w: number;
-      h: number;
+      x?: number;
+      y?: number;
+      w?: number;
+      h?: number;
+      order?: number;
     }>;
     relatedLists?: string[];
   };

backend/src/page-layout/page-layout.controller.ts

@@ -10,7 +10,7 @@ import {
   Query,
 } from '@nestjs/common';
 import { PageLayoutService } from './page-layout.service';
-import { CreatePageLayoutDto, UpdatePageLayoutDto } from './dto/page-layout.dto';
+import { CreatePageLayoutDto, UpdatePageLayoutDto, PageLayoutType } from './dto/page-layout.dto';
 import { JwtAuthGuard } from '../auth/jwt-auth.guard';
 import { TenantId } from '../tenant/tenant.decorator';
 
@@ -25,13 +25,21 @@ export class PageLayoutController {
   }
 
   @Get()
-  findAll(@TenantId() tenantId: string, @Query('objectId') objectId?: string) {
-    return this.pageLayoutService.findAll(tenantId, objectId);
+  findAll(
+    @TenantId() tenantId: string, 
+    @Query('objectId') objectId?: string,
+    @Query('layoutType') layoutType?: PageLayoutType,
+  ) {
+    return this.pageLayoutService.findAll(tenantId, objectId, layoutType);
   }
 
   @Get('default/:objectId')
-  findDefaultByObject(@TenantId() tenantId: string, @Param('objectId') objectId: string) {
-    return this.pageLayoutService.findDefaultByObject(tenantId, objectId);
+  findDefaultByObject(
+    @TenantId() tenantId: string, 
+    @Param('objectId') objectId: string,
+    @Query('layoutType') layoutType?: PageLayoutType,
+  ) {
+    return this.pageLayoutService.findDefaultByObject(tenantId, objectId, layoutType || 'detail');
   }
 
   @Get(':id')

backend/src/page-layout/page-layout.service.ts

@@ -1,24 +1,26 @@
 import { Injectable, NotFoundException } from '@nestjs/common';
 import { TenantDatabaseService } from '../tenant/tenant-database.service';
-import { CreatePageLayoutDto, UpdatePageLayoutDto } from './dto/page-layout.dto';
+import { CreatePageLayoutDto, UpdatePageLayoutDto, PageLayoutType } from './dto/page-layout.dto';
 
 @Injectable()
 export class PageLayoutService {
   constructor(private tenantDbService: TenantDatabaseService) {}
 
   async create(tenantId: string, createDto: CreatePageLayoutDto) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
+    const layoutType = createDto.layoutType || 'detail';
     
-    // If this layout is set as default, unset other defaults for the same object
+    // If this layout is set as default, unset other defaults for the same object and layout type
     if (createDto.isDefault) {
       await knex('page_layouts')
-        .where({ object_id: createDto.objectId })
+        .where({ object_id: createDto.objectId, layout_type: layoutType })
         .update({ is_default: false });
     }
 
     const [id] = await knex('page_layouts').insert({
       name: createDto.name,
       object_id: createDto.objectId,
+      layout_type: layoutType,
       is_default: createDto.isDefault || false,
       layout_config: JSON.stringify(createDto.layoutConfig),
       description: createDto.description || null,
@@ -29,8 +31,8 @@ export class PageLayoutService {
     return result;
   }
 
-  async findAll(tenantId: string, objectId?: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+  async findAll(tenantId: string, objectId?: string, layoutType?: PageLayoutType) {
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     
     let query = knex('page_layouts');
 
@@ -38,12 +40,16 @@ export class PageLayoutService {
       query = query.where({ object_id: objectId });
     }
 
+    if (layoutType) {
+      query = query.where({ layout_type: layoutType });
+    }
+
     const layouts = await query.orderByRaw('is_default DESC, name ASC');
     return layouts;
   }
 
   async findOne(tenantId: string, id: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     
     const layout = await knex('page_layouts').where({ id }).first();
 
@@ -54,27 +60,26 @@ export class PageLayoutService {
     return layout;
   }
 
-  async findDefaultByObject(tenantId: string, objectId: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+  async findDefaultByObject(tenantId: string, objectId: string, layoutType: PageLayoutType = 'detail') {
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     
     const layout = await knex('page_layouts')
-      .where({ object_id: objectId, is_default: true })
+      .where({ object_id: objectId, is_default: true, layout_type: layoutType })
       .first();
 
     return layout || null;
   }
 
   async update(tenantId: string, id: string, updateDto: UpdatePageLayoutDto) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     
     // Check if layout exists
-    await this.findOne(tenantId, id);
-
-    // If setting as default, unset other defaults for the same object
-    if (updateDto.isDefault) {
     const layout = await this.findOne(tenantId, id);
+
+    // If setting as default, unset other defaults for the same object and layout type
+    if (updateDto.isDefault) {
       await knex('page_layouts')
-        .where({ object_id: layout.object_id })
+        .where({ object_id: layout.object_id, layout_type: layout.layout_type })
         .whereNot({ id })
         .update({ is_default: false });
     }
@@ -107,7 +112,7 @@ export class PageLayoutService {
   }
 
   async remove(tenantId: string, id: string) {
-    const knex = await this.tenantDbService.getTenantKnex(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(tenantId);
     
     await this.findOne(tenantId, id);
 

backend/src/rbac/setup-users.controller.ts

@@ -39,7 +39,7 @@ export class SetupUsersController {
   @Post()
   async createUser(
     @TenantId() tenantId: string,
-    @Body() data: { email: string; password: string; firstName?: string; lastName?: string },
+    @Body() data: { email: string; password: string; firstName?: string; lastName?: string; alias?: string },
   ) {
     const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
     const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
@@ -52,6 +52,7 @@ export class SetupUsersController {
       password: hashedPassword,
       firstName: data.firstName,
       lastName: data.lastName,
+      alias: data.alias,
       isActive: true,
     });
     
@@ -62,7 +63,7 @@ export class SetupUsersController {
   async updateUser(
     @TenantId() tenantId: string,
     @Param('id') id: string,
-    @Body() data: { email?: string; password?: string; firstName?: string; lastName?: string },
+    @Body() data: { email?: string; password?: string; firstName?: string; lastName?: string; alias?: string },
   ) {
     const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
     const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
@@ -72,6 +73,7 @@ export class SetupUsersController {
     if (data.email) updateData.email = data.email;
     if (data.firstName !== undefined) updateData.firstName = data.firstName;
     if (data.lastName !== undefined) updateData.lastName = data.lastName;
+    if (data.alias !== undefined) updateData.alias = data.alias;
     
     // Hash password if provided
     if (data.password) {

backend/src/saved-list-view/dto/saved-list-view.dto.ts

@@ -0,0 +1,53 @@
+import { IsString, IsNotEmpty, IsArray, IsOptional } from 'class-validator';
+
+export class CreateSavedViewDto {
+  @IsString()
+  @IsNotEmpty()
+  name: string;
+
+  @IsString()
+  @IsNotEmpty()
+  objectApiName: string;
+
+  @IsArray()
+  filters: Array<{
+    field: string;
+    operator: string;
+    value?: any;
+    values?: any[];
+    from?: string;
+    to?: string;
+  }>;
+
+  @IsOptional()
+  sort?: { field: string; direction: 'asc' | 'desc' } | null;
+
+  @IsOptional()
+  @IsString()
+  description?: string;
+}
+
+export class UpdateSavedViewDto {
+  @IsOptional()
+  @IsString()
+  @IsNotEmpty()
+  name?: string;
+
+  @IsOptional()
+  @IsArray()
+  filters?: Array<{
+    field: string;
+    operator: string;
+    value?: any;
+    values?: any[];
+    from?: string;
+    to?: string;
+  }>;
+
+  @IsOptional()
+  sort?: { field: string; direction: 'asc' | 'desc' } | null;
+
+  @IsOptional()
+  @IsString()
+  description?: string;
+}

backend/src/saved-list-view/saved-list-view.controller.ts

@@ -0,0 +1,92 @@
+import {
+  Controller,
+  Get,
+  Post,
+  Patch,
+  Delete,
+  Body,
+  Param,
+  UseGuards,
+  ForbiddenException,
+  NotFoundException,
+} from '@nestjs/common';
+import { JwtAuthGuard } from '../auth/jwt-auth.guard';
+import { CurrentUser } from '../auth/current-user.decorator';
+import { TenantId } from '../tenant/tenant.decorator';
+import { SavedListViewService } from './saved-list-view.service';
+import { CreateSavedViewDto, UpdateSavedViewDto } from './dto/saved-list-view.dto';
+import { CreateRecordShareDto } from '../rbac/dto/create-record-share.dto';
+
+@Controller('saved-views')
+@UseGuards(JwtAuthGuard)
+export class SavedListViewController {
+  constructor(private readonly savedListViewService: SavedListViewService) {}
+
+  @Get(':objectApiName')
+  findByObject(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('objectApiName') objectApiName: string,
+  ) {
+    return this.savedListViewService.findByObject(tenantId, user.userId, objectApiName);
+  }
+
+  @Post()
+  create(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Body() dto: CreateSavedViewDto,
+  ) {
+    return this.savedListViewService.create(tenantId, user.userId, dto);
+  }
+
+  @Patch(':id')
+  update(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+    @Body() dto: UpdateSavedViewDto,
+  ) {
+    return this.savedListViewService.update(tenantId, user.userId, id, dto);
+  }
+
+  @Delete(':id')
+  remove(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+  ) {
+    return this.savedListViewService.remove(tenantId, user.userId, id);
+  }
+
+  // ── Sharing endpoints (reuse record_shares table) ────────────────────────
+
+  @Get(':id/shares')
+  getShares(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+  ) {
+    return this.savedListViewService.getShares(tenantId, user.userId, id);
+  }
+
+  @Post(':id/shares')
+  createShare(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+    @Body() dto: CreateRecordShareDto,
+  ) {
+    return this.savedListViewService.createShare(tenantId, user.userId, id, dto);
+  }
+
+  @Delete(':id/shares/:shareId')
+  removeShare(
+    @TenantId() tenantId: string,
+    @CurrentUser() user: any,
+    @Param('id') id: string,
+    @Param('shareId') shareId: string,
+  ) {
+    return this.savedListViewService.removeShare(tenantId, user.userId, id, shareId);
+  }
+}

backend/src/saved-list-view/saved-list-view.module.ts

@@ -0,0 +1,12 @@
+import { Module } from '@nestjs/common';
+import { SavedListViewService } from './saved-list-view.service';
+import { SavedListViewController } from './saved-list-view.controller';
+import { TenantModule } from '../tenant/tenant.module';
+
+@Module({
+  imports: [TenantModule],
+  controllers: [SavedListViewController],
+  providers: [SavedListViewService],
+  exports: [SavedListViewService],
+})
+export class SavedListViewModule {}

backend/src/saved-list-view/saved-list-view.service.ts

@@ -0,0 +1,264 @@
+import { Injectable, NotFoundException, ForbiddenException, BadRequestException } from '@nestjs/common';
+import { TenantDatabaseService } from '../tenant/tenant-database.service';
+import { CreateSavedViewDto, UpdateSavedViewDto } from './dto/saved-list-view.dto';
+import { RecordShare } from '../models/record-share.model';
+import { ObjectDefinition } from '../models/object-definition.model';
+
+@Injectable()
+export class SavedListViewService {
+  constructor(private readonly tenantDbService: TenantDatabaseService) {}
+
+  // ── Helpers ──────────────────────────────────────────────────────────────
+
+  /**
+   * Resolves the system object_definition ID for SavedListView.
+   * This is needed to create record_shares rows for saved views.
+   */
+  private async getSavedViewObjectDefId(knex: any): Promise<string> {
+    const objectDef = await ObjectDefinition.query(knex)
+      .findOne({ apiName: 'SavedListView' });
+    if (!objectDef) {
+      throw new BadRequestException(
+        'SavedListView system object not found. Please run migrations.',
+      );
+    }
+    return objectDef.id;
+  }
+
+  // ── CRUD ─────────────────────────────────────────────────────────────────
+
+  /**
+   * Returns all saved views visible to the user for a given object:
+   * - Views owned by the user
+   * - Views shared with the user via record_shares
+   */
+  async findByObject(tenantId: string, userId: string, objectApiName: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+
+    // IDs of views shared with this user via record_shares
+    const sharedViewIds = await RecordShare.query(knex)
+      .where({ objectDefinitionId: objectDefId, granteeUserId: userId })
+      .whereNull('revokedAt')
+      .where(builder => {
+        builder.whereNull('expiresAt').orWhere('expiresAt', '>', new Date());
+      })
+      .select('recordId');
+
+    const sharedIds = sharedViewIds.map((s: any) => s.recordId);
+
+    const rows = await knex('saved_list_views')
+      .where({ object_api_name: objectApiName })
+      .andWhere(function () {
+        this.where({ user_id: userId });
+        if (sharedIds.length > 0) {
+          this.orWhereIn('id', sharedIds);
+        }
+      })
+      .orderBy('created_at', 'asc');
+
+    return rows.map((r: any) => this.deserialize(r, userId));
+  }
+
+  async create(tenantId: string, userId: string, dto: CreateSavedViewDto) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const id = require('crypto').randomUUID();
+
+    await knex('saved_list_views').insert({
+      id,
+      name: dto.name,
+      object_api_name: dto.objectApiName,
+      user_id: userId,
+      is_shared: false,
+      strategy: 'query',
+      filters: JSON.stringify(dto.filters || []),
+      sort: dto.sort ? JSON.stringify(dto.sort) : null,
+      description: dto.description || null,
+    });
+
+    const row = await knex('saved_list_views').where({ id }).first();
+    return this.deserialize(row, userId);
+  }
+
+  async update(tenantId: string, userId: string, id: string, dto: UpdateSavedViewDto) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const existing = await knex('saved_list_views').where({ id }).first();
+    if (!existing) throw new NotFoundException(`Saved view ${id} not found`);
+    if (existing.user_id !== userId) {
+      throw new ForbiddenException('You can only modify views you own');
+    }
+
+    const updates: Record<string, any> = { updated_at: knex.fn.now() };
+    if (dto.name !== undefined) updates.name = dto.name;
+    if (dto.filters !== undefined) updates.filters = JSON.stringify(dto.filters);
+    if (dto.sort !== undefined) updates.sort = dto.sort ? JSON.stringify(dto.sort) : null;
+    if (dto.description !== undefined) updates.description = dto.description;
+
+    await knex('saved_list_views').where({ id }).update(updates);
+
+    const row = await knex('saved_list_views').where({ id }).first();
+    return this.deserialize(row, userId);
+  }
+
+  async remove(tenantId: string, userId: string, id: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const existing = await knex('saved_list_views').where({ id }).first();
+    if (!existing) throw new NotFoundException(`Saved view ${id} not found`);
+    if (existing.user_id !== userId) {
+      throw new ForbiddenException('You can only delete views you own');
+    }
+
+    // Also clean up any record_shares for this view
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+    await RecordShare.query(knex)
+      .where({ objectDefinitionId: objectDefId, recordId: id })
+      .delete();
+
+    await knex('saved_list_views').where({ id }).delete();
+    return { deleted: true };
+  }
+
+  // ── Sharing via record_shares ────────────────────────────────────────────
+
+  async getShares(tenantId: string, userId: string, viewId: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const view = await knex('saved_list_views').where({ id: viewId }).first();
+    if (!view) throw new NotFoundException('Saved view not found');
+    if (view.user_id !== userId) {
+      throw new ForbiddenException('Only the view owner can manage sharing');
+    }
+
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+
+    const shares = await RecordShare.query(knex)
+      .where({ objectDefinitionId: objectDefId, recordId: viewId })
+      .whereNull('revokedAt')
+      .where(builder => {
+        builder.whereNull('expiresAt').orWhere('expiresAt', '>', new Date());
+      })
+      .withGraphFetched('[granteeUser]')
+      .orderBy('createdAt', 'desc');
+
+    return shares;
+  }
+
+  async createShare(
+    tenantId: string,
+    userId: string,
+    viewId: string,
+    dto: { granteeUserId: string; canRead: boolean; canEdit: boolean; canDelete: boolean; expiresAt?: string },
+  ) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const view = await knex('saved_list_views').where({ id: viewId }).first();
+    if (!view) throw new NotFoundException('Saved view not found');
+    if (view.user_id !== userId) {
+      throw new ForbiddenException('Only the view owner can share it');
+    }
+    if (dto.granteeUserId === userId) {
+      throw new BadRequestException('Cannot share a view with yourself');
+    }
+
+    const objectDefId = await this.getSavedViewObjectDefId(knex);
+
+    // Upsert: if non-revoked share already exists for this grantee, update it
+    const existing = await RecordShare.query(knex)
+      .where({
+        objectDefinitionId: objectDefId,
+        recordId: viewId,
+        granteeUserId: dto.granteeUserId,
+      })
+      .whereNull('revokedAt')
+      .first();
+
+    if (existing) {
+      await RecordShare.query(knex)
+        .patchAndFetchById(existing.id, {
+          accessLevel: {
+            canRead: dto.canRead,
+            canEdit: dto.canEdit,
+            canDelete: dto.canDelete,
+          },
+          expiresAt: dto.expiresAt
+            ? (knex.raw('?', [new Date(dto.expiresAt).toISOString().slice(0, 19).replace('T', ' ')]) as any)
+            : null,
+        } as any);
+
+      return RecordShare.query(knex)
+        .findById(existing.id)
+        .withGraphFetched('[granteeUser]');
+    }
+
+    const share = await RecordShare.query(knex).insertAndFetch({
+      objectDefinitionId: objectDefId,
+      recordId: viewId,
+      granteeUserId: dto.granteeUserId,
+      grantedByUserId: userId,
+      accessLevel: {
+        canRead: dto.canRead,
+        canEdit: dto.canEdit,
+        canDelete: dto.canDelete,
+      },
+      expiresAt: dto.expiresAt
+        ? (knex.raw('?', [new Date(dto.expiresAt).toISOString().slice(0, 19).replace('T', ' ')]) as any)
+        : null,
+    } as any);
+
+    return RecordShare.query(knex)
+      .findById(share.id)
+      .withGraphFetched('[granteeUser]');
+  }
+
+  async removeShare(tenantId: string, userId: string, viewId: string, shareId: string) {
+    const resolvedTenantId = await this.tenantDbService.resolveTenantId(tenantId);
+    const knex = await this.tenantDbService.getTenantKnexById(resolvedTenantId);
+
+    const view = await knex('saved_list_views').where({ id: viewId }).first();
+    if (!view) throw new NotFoundException('Saved view not found');
+    if (view.user_id !== userId) {
+      throw new ForbiddenException('Only the view owner can manage sharing');
+    }
+
+    const share = await RecordShare.query(knex).findById(shareId);
+    if (!share) throw new NotFoundException('Share not found');
+
+    // Soft-revoke
+    await RecordShare.query(knex)
+      .findById(shareId)
+      .patch({ revokedAt: knex.fn.now() } as any);
+
+    return { revoked: true };
+  }
+
+  // ── Serialisation ────────────────────────────────────────────────────────
+
+  private deserialize(row: any, currentUserId: string) {
+    return {
+      id: row.id,
+      name: row.name,
+      objectApiName: row.object_api_name,
+      userId: row.user_id,
+      isOwner: row.user_id === currentUserId,
+      isShared: Boolean(row.is_shared),
+      strategy: row.strategy,
+      filters: typeof row.filters === 'string' ? JSON.parse(row.filters) : (row.filters ?? []),
+      sort: row.sort
+        ? (typeof row.sort === 'string' ? JSON.parse(row.sort) : row.sort)
+        : null,
+      description: row.description,
+      createdAt: row.created_at,
+      updatedAt: row.updated_at,
+    };
+  }
+}

backend/src/search/meilisearch.service.ts

@@ -8,9 +8,23 @@ type MeiliConfig = {
   indexPrefix: string;
 };
 
+type HybridSearchOptions = {
+  embedder: string;
+  semanticRatio?: number;
+};
+
+type OpenAiEmbedderConfig = {
+  embedderName: string;
+  apiKey: string;
+  model: string;
+  documentTemplate: string;
+};
+
 @Injectable()
 export class MeilisearchService {
   private readonly logger = new Logger(MeilisearchService.name);
+  private readonly embedderCache = new Map<string, string>();
+  private vectorStoreEnabled = false;
 
   isEnabled(): boolean {
     return Boolean(this.getConfig());
@@ -158,6 +172,100 @@ export class MeilisearchService {
     }
   }
 
+  buildSemanticChunkIndexName(tenantId: string): string {
+    const config = this.getConfig();
+    const prefix = config?.indexPrefix || 'tenant_';
+    return `${prefix}${tenantId}_semantic_chunks`.toLowerCase();
+  }
+
+  async upsertDocuments(indexName: string, documents: Record<string, any>[]): Promise<void> {
+    const config = this.getConfig();
+    if (!config || !Array.isArray(documents) || documents.length === 0) return;
+
+    const url = `${config.host}/indexes/${encodeURIComponent(indexName)}/documents?primaryKey=id`;
+    try {
+      const response = await this.requestJson('POST', url, documents, this.buildHeaders(config));
+      if (!this.isSuccessStatus(response.status)) {
+        this.logger.warn(`Meilisearch document upsert failed for index ${indexName}: ${response.status}`);
+        return;
+      }
+      // Meilisearch indexes (and embeds) documents asynchronously. Wait for the task
+      // to complete so callers can immediately search and see the new documents.
+      const taskUid = response.body?.taskUid ?? response.body?.uid;
+      if (Number.isFinite(Number(taskUid))) {
+        const succeeded = await this.waitForTask(config, Number(taskUid), 30000);
+        if (!succeeded) {
+          this.logger.warn(`Meilisearch indexing task did not succeed within timeout: taskUid=${taskUid} index=${indexName}`);
+        }
+      }
+    } catch (error) {
+      this.logger.warn(`Meilisearch document upsert failed: ${error.message}`);
+    }
+  }
+
+  async searchIndex(
+    indexName: string,
+    query: string,
+    limit = 20,
+    hybrid?: HybridSearchOptions,
+  ): Promise<{ hits: any[]; total: number }> {
+    const config = this.getConfig();
+    if (!config) return { hits: [], total: 0 };
+
+    const url = `${config.host}/indexes/${encodeURIComponent(indexName)}/search`;
+    try {
+      const response = await this.requestJson(
+        'POST',
+        url,
+        {
+          q: query,
+          limit,
+          showRankingScore: true,
+          ...(hybrid ? { hybrid, showRankingScoreDetails: true } : {}),
+        },
+        this.buildHeaders(config),
+      );
+
+      if (!this.isSuccessStatus(response.status)) {
+        this.logger.warn(
+          `Meilisearch search failed for index ${indexName}: ${response.status}`,
+        );
+        this.logger.warn(
+          `Meilisearch search payload: ${JSON.stringify({ q: query, limit, hybrid })}`,
+        );
+        this.logger.warn(
+          `Meilisearch search error body: ${JSON.stringify(response.body)}`,
+        );
+        // If hybrid is invalid (embedder missing), retry once without hybrid
+        if (hybrid && response.body?.code === 'invalid_embedder') {
+          const fallback = await this.requestJson(
+            'POST',
+            url,
+            { q: query, limit },
+            this.buildHeaders(config),
+          );
+          if (this.isSuccessStatus(fallback.status)) {
+            const hits = Array.isArray(fallback.body?.hits) ? fallback.body.hits : [];
+            const total =
+              fallback.body?.estimatedTotalHits ?? fallback.body?.nbHits ?? hits.length;
+            this.logger.warn(
+              `Meilisearch hybrid failed; fell back to lexical search for index ${indexName}.`,
+            );
+            return { hits, total };
+          }
+        }
+        return { hits: [], total: 0 };
+      }
+
+      const hits = Array.isArray(response.body?.hits) ? response.body.hits : [];
+      const total = response.body?.estimatedTotalHits ?? response.body?.nbHits ?? hits.length;
+      return { hits, total };
+    } catch (error) {
+      this.logger.warn(`Meilisearch search failed: ${error.message}`);
+      return { hits: [], total: 0 };
+    }
+  }
+
   private getConfig(): MeiliConfig | null {
     const host = process.env.MEILI_HOST || process.env.MEILISEARCH_HOST;
     if (!host) return null;
@@ -198,7 +306,7 @@ export class MeilisearchService {
   }
 
   private requestJson(
-    method: 'POST' | 'DELETE',
+    method: 'POST' | 'DELETE' | 'PATCH' | 'GET',
     url: string,
     payload: any,
     headers: Record<string, string>,
@@ -235,10 +343,141 @@ export class MeilisearchService {
       );
 
       request.on('error', reject);
-      if (payload !== undefined) {
+      if (payload !== undefined && method !== 'GET') {
         request.write(JSON.stringify(payload));
       }
       request.end();
     });
   }
+
+  private async enableVectorStore(): Promise<void> {
+    // Temporarily disabled to avoid the overhead of checking on every save.
+    // Re-enable by removing the early return below.
+    return;
+    if (this.vectorStoreEnabled) return; // eslint-disable-line no-unreachable
+    const meiliConfig = this.getConfig();
+    if (!meiliConfig) return;
+    const url = `${meiliConfig.host}/experimental-features`;
+    try {
+      const response = await this.requestJson(
+        'PATCH',
+        url,
+        { vectorStore: true },
+        this.buildHeaders(meiliConfig),
+      );
+      if (this.isSuccessStatus(response.status)) {
+        this.vectorStoreEnabled = true;
+        this.logger.log('Meilisearch vector store experimental feature enabled');
+      } else {
+        this.logger.warn(
+          `Failed to enable Meilisearch vector store: ${response.status} ${JSON.stringify(response.body)}`,
+        );
+      }
+    } catch (error) {
+      this.logger.warn(`Failed to enable Meilisearch vector store: ${error.message}`);
+    }
+  }
+
+  async ensureOpenAiEmbedder(
+    indexName: string,
+    config: OpenAiEmbedderConfig,
+  ): Promise<boolean> {
+    const meiliConfig = this.getConfig();
+    if (!meiliConfig || !config?.apiKey) return false;
+
+    await this.enableVectorStore();
+
+    const signature = JSON.stringify({
+      embedderName: config.embedderName,
+      model: config.model,
+      documentTemplate: config.documentTemplate,
+      apiKey: config.apiKey,
+    });
+    const cacheKey = `${indexName}:${config.embedderName}`;
+    if (this.embedderCache.get(cacheKey) === signature) {
+      return true;
+    }
+
+    const url = `${meiliConfig.host}/indexes/${encodeURIComponent(indexName)}/settings/embedders`;
+    try {
+      const response = await this.requestJson(
+        'PATCH',
+        url,
+        {
+          [config.embedderName]: {
+            source: 'openAi',
+            model: config.model,
+            apiKey: config.apiKey,
+            documentTemplate: config.documentTemplate,
+          },
+        },
+        this.buildHeaders(meiliConfig),
+      );
+      if (!this.isSuccessStatus(response.status)) {
+        this.logger.warn(
+          `Meilisearch embedder update failed for index ${indexName}: ${response.status}`,
+        );
+        this.logger.warn(
+          `Meilisearch embedder error body: ${JSON.stringify(response.body)}`,
+        );
+        return false;
+      }
+      const taskUid = response.body?.taskUid ?? response.body?.uid;
+      if (Number.isFinite(Number(taskUid))) {
+        const succeeded = await this.waitForTask(meiliConfig, Number(taskUid), 8000);
+        if (!succeeded) {
+          this.logger.warn(`Meilisearch embedder task did not succeed: ${taskUid}`);
+          return false;
+        }
+      }
+
+      const hasEmbedder = await this.hasEmbedder(meiliConfig, indexName, config.embedderName);
+      if (!hasEmbedder) {
+        this.logger.warn(`Meilisearch embedder missing after update: ${config.embedderName}`);
+        return false;
+      }
+      this.embedderCache.set(cacheKey, signature);
+      return true;
+    } catch (error) {
+      this.logger.warn(`Meilisearch embedder update failed: ${error.message}`);
+      return false;
+    }
+  }
+
+  private async waitForTask(
+    config: MeiliConfig,
+    taskUid: number,
+    timeoutMs = 8000,
+  ): Promise<boolean> {
+    const url = `${config.host}/tasks/${taskUid}`;
+    const start = Date.now();
+    while (Date.now() - start < timeoutMs) {
+      const response = await this.requestJson('GET', url, undefined, this.buildHeaders(config));
+      if (!this.isSuccessStatus(response.status)) {
+        return false;
+      }
+      const status = response.body?.status;
+      if (status === 'succeeded') return true;
+      if (status === 'failed' || status === 'canceled') {
+        this.logger.warn(`Meilisearch task ${taskUid} failed: ${JSON.stringify(response.body?.error)}`);
+        return false;
+      }
+      await new Promise((resolve) => setTimeout(resolve, 300));
+    }
+    return false;
+  }
+
+  private async hasEmbedder(
+    config: MeiliConfig,
+    indexName: string,
+    embedderName: string,
+  ): Promise<boolean> {
+    const url = `${config.host}/indexes/${encodeURIComponent(indexName)}/settings/embedders`;
+    const response = await this.requestJson('GET', url, undefined, this.buildHeaders(config));
+    if (!this.isSuccessStatus(response.status)) {
+      return false;
+    }
+    const embedders = response.body || {};
+    return Boolean(embedders && embedders[embedderName]);
+  }
 }

backend/src/tenant/tenant-database.service.ts

@@ -110,9 +110,8 @@ export class TenantDatabaseService {
    * @deprecated Use getTenantKnexByDomain or getTenantKnexById instead
    */
   async getTenantKnex(tenantIdOrSlug: string): Promise<Knex> {
-    // Resolve tenant ID first, then get connection by ID
-    const tenantId = await this.resolveTenantId(tenantIdOrSlug);
-    return this.getTenantKnexById(tenantId);
+    // Assume it's a domain if it contains a dot
+    return this.getTenantKnexByDomain(tenantIdOrSlug);
   }
 
   /**

backend/src/tenant/tenant.controller.ts

@@ -16,26 +16,45 @@ import { TenantId } from './tenant.decorator';
 export class TenantController {
   constructor(private readonly tenantDbService: TenantDatabaseService) {}
 
+  /**
+   * Helper to find tenant by ID or domain
+   */
+  private async findTenant(identifier: string) {
+    const centralPrisma = getCentralPrisma();
+    
+    // Check if identifier is a CUID (tenant ID) or a domain
+    const isCUID = /^c[a-z0-9]{24}$/i.test(identifier);
+    
+    if (isCUID) {
+      // Look up by tenant ID directly
+      return centralPrisma.tenant.findUnique({
+        where: { id: identifier },
+        select: { id: true, integrationsConfig: true },
+      });
+    } else {
+      // Look up by domain
+      const domainRecord = await centralPrisma.domain.findUnique({
+        where: { domain: identifier },
+        include: { tenant: { select: { id: true, integrationsConfig: true } } },
+      });
+      return domainRecord?.tenant;
+    }
+  }
+
   /**
    * Get integrations configuration for the current tenant
    */
   @Get('integrations')
-  async getIntegrationsConfig(@TenantId() domain: string) {
-    const centralPrisma = getCentralPrisma();
+  async getIntegrationsConfig(@TenantId() tenantIdentifier: string) {
+    const tenant = await this.findTenant(tenantIdentifier);
 
-    // Look up tenant by domain
-    const domainRecord = await centralPrisma.domain.findUnique({
-      where: { domain },
-      include: { tenant: { select: { id: true, integrationsConfig: true } } },
-    });
-
-    if (!domainRecord?.tenant || !domainRecord.tenant.integrationsConfig) {
+    if (!tenant || !tenant.integrationsConfig) {
       return { data: null };
     }
 
     // Decrypt the config
     const config = this.tenantDbService.decryptIntegrationsConfig(
-      domainRecord.tenant.integrationsConfig as any,
+      tenant.integrationsConfig as any,
     );
 
     // Return config with sensitive fields masked
@@ -49,31 +68,26 @@ export class TenantController {
    */
   @Put('integrations')
   async updateIntegrationsConfig(
-    @TenantId() domain: string,
+    @TenantId() tenantIdentifier: string,
     @Body() body: { integrationsConfig: any },
   ) {
     const { integrationsConfig } = body;
 
-    if (!domain) {
-      throw new Error('Domain is missing from request');
+    if (!tenantIdentifier) {
+      throw new Error('Tenant identifier is missing from request');
     }
 
-    // Look up tenant by domain
-    const centralPrisma = getCentralPrisma();
-    const domainRecord = await centralPrisma.domain.findUnique({
-      where: { domain },
-      include: { tenant: { select: { id: true, integrationsConfig: true } } },
-    });
+    const tenant = await this.findTenant(tenantIdentifier);
 
-    if (!domainRecord?.tenant) {
-      throw new Error(`Tenant with domain ${domain} not found`);
+    if (!tenant) {
+      throw new Error(`Tenant with identifier ${tenantIdentifier} not found`);
     }
 
     // Merge with existing config to preserve masked values
     let finalConfig = integrationsConfig;
-    if (domainRecord.tenant.integrationsConfig) {
+    if (tenant.integrationsConfig) {
       const existingConfig = this.tenantDbService.decryptIntegrationsConfig(
-        domainRecord.tenant.integrationsConfig as any,
+        tenant.integrationsConfig as any,
       );
 
       // Replace masked values with actual values from existing config
@@ -86,8 +100,9 @@ export class TenantController {
     );
 
     // Update in database
+    const centralPrisma = getCentralPrisma();
     await centralPrisma.tenant.update({
-      where: { id: domainRecord.tenant.id },
+      where: { id: tenant.id },
       data: {
         integrationsConfig: encryptedConfig as any,
       },

backend/src/tenant/tenant.middleware.ts

@@ -14,23 +14,26 @@ export class TenantMiddleware implements NestMiddleware {
     next: () => void,
   ) {
     try {
-      // Extract subdomain from hostname
-      const host = req.headers.host || '';
-      const hostname = host.split(':')[0]; // Remove port if present
+      // Priority 1: Check x-tenant-subdomain header from Nitro BFF proxy
+      // This is the primary method when using the BFF architecture
+      let subdomain = req.headers['x-tenant-subdomain'] as string | null;
+      let tenantId = req.headers['x-tenant-id'] as string;
 
-      // Check Origin header to get frontend subdomain (for API calls)
+      if (subdomain) {
+        this.logger.log(`Using x-tenant-subdomain header: ${subdomain}`);
+      }
+
+      // Priority 2: Fall back to extracting subdomain from Origin/Host headers
+      // This supports direct backend access for development/testing
+      if (!subdomain && !tenantId) {
+        const host = req.headers.host || '';
+        const hostname = host.split(':')[0];
         const origin = req.headers.origin as string;
         const referer = req.headers.referer as string;
         
         let parts = hostname.split('.');
 
-      this.logger.log(`Host header: ${host}, hostname: ${hostname}, origin: ${origin}, referer: ${referer}, parts: ${JSON.stringify(parts)}`);
-
-      // For local development, accept x-tenant-id header
-      let tenantId = req.headers['x-tenant-id'] as string;
-      let subdomain: string | null = null;
-
-      this.logger.log(`Host header: ${host}, hostname: ${hostname}, parts: ${JSON.stringify(parts)}, x-tenant-id: ${tenantId}`);
+        this.logger.log(`Host header: ${host}, hostname: ${hostname}, origin: ${origin}, referer: ${referer}`);
 
         // Try to extract subdomain from Origin header first (for API calls from frontend)
         if (origin) {
@@ -42,7 +45,7 @@ export class TenantMiddleware implements NestMiddleware {
           } catch (error) {
             this.logger.warn(`Failed to parse origin: ${origin}`);
           }
-      } else if (referer && !tenantId) {
+        } else if (referer) {
           // Fallback to Referer if no Origin
           try {
             const refererUrl = new URL(referer);
@@ -55,20 +58,17 @@ export class TenantMiddleware implements NestMiddleware {
         }
 
         // Extract subdomain (e.g., "tenant1" from "tenant1.routebox.co")
-      // For production domains with 3+ parts, extract first part as subdomain
         if (parts.length >= 3) {
           subdomain = parts[0];
-        // Ignore www subdomain
           if (subdomain === 'www') {
             subdomain = null;
           }
-      }
-      // For development (e.g., tenant1.localhost), also check 2 parts
-      else if (parts.length === 2 && parts[1] === 'localhost') {
+        } else if (parts.length === 2 && parts[1] === 'localhost') {
           subdomain = parts[0];
         }
+      }
 
-      this.logger.log(`Extracted subdomain: ${subdomain}`);
+      this.logger.log(`Extracted subdomain: ${subdomain}, x-tenant-id: ${tenantId}`);
 
       // Always attach subdomain to request if present
       if (subdomain) {
@@ -122,7 +122,7 @@ export class TenantMiddleware implements NestMiddleware {
         // Attach tenant info to request object
         (req as any).tenantId = tenantId;
       } else {
-        this.logger.warn(`No tenant identified from host: ${hostname}`);
+        this.logger.warn(`No tenant identified from host: ${subdomain}`);
       }
 
       next();

backend/src/voice/interfaces/integration-config.interface.ts

@@ -11,6 +11,7 @@ export interface OpenAIConfig {
   apiKey: string;
   assistantId?: string;
   model?: string;
+  embeddingModel?: string;
   voice?: string;
 }
 

backend/src/voice/voice.controller.ts

@@ -98,37 +98,75 @@ export class VoiceController {
 
   /**
    * TwiML for outbound calls from browser (Twilio Device)
+   * Twilio sends application/x-www-form-urlencoded data
    */
   @Post('twiml/outbound')
   async outboundTwiml(@Req() req: FastifyRequest, @Res() res: FastifyReply) {
-    const body = req.body as any;
+    // Parse body - Twilio sends URL-encoded form data
+    let body = req.body as any;
+    
+    // Handle case where body might be parsed as JSON key (URL-encoded string as key)
+    if (body && typeof body === 'object' && Object.keys(body).length === 1) {
+      const key = Object.keys(body)[0];
+      if (key.startsWith('{') || key.includes('=')) {
+        try {
+          // Try parsing as JSON if it looks like JSON
+          if (key.startsWith('{')) {
+            body = JSON.parse(key);
+          } else {
+            // Parse as URL-encoded
+            const params = new URLSearchParams(key);
+            body = Object.fromEntries(params.entries());
+          }
+        } catch (e) {
+          this.logger.warn(`Failed to re-parse body: ${e.message}`);
+        }
+      }
+    }
+
     const to = body.To;
-    const from = body.From;
+    const from = body.From; // Format: "client:tenantId:userId"
     const callSid = body.CallSid;
 
     this.logger.log(`=== TwiML OUTBOUND REQUEST RECEIVED ===`);
-    this.logger.log(`CallSid: ${callSid}, Body From: ${from}, Body To: ${to}`);
-    this.logger.log(`Full body: ${JSON.stringify(body)}`);
+    this.logger.log(`CallSid: ${callSid}, From: ${from}, To: ${to}`);
 
     try {
-      // Extract tenant domain from Host header
-      const host = req.headers.host || '';
-      const tenantDomain = host.split('.')[0]; // e.g., "tenant1" from "tenant1.routebox.co"
+      // Extract tenant ID from the client identity
+      // Format: "client:tenantId:userId"
+      let tenantId: string | null = null;
+      if (from && from.startsWith('client:')) {
+        const parts = from.replace('client:', '').split(':');
+        if (parts.length >= 2) {
+          tenantId = parts[0]; // First part is tenantId
+          this.logger.log(`Extracted tenantId from client identity: ${tenantId}`);
+        }
+      }
 
-      this.logger.log(`Extracted tenant domain: ${tenantDomain}`);
+      if (!tenantId) {
+        this.logger.error(`Could not extract tenant from From: ${from}`);
+        throw new Error('Could not determine tenant from call');
+      }
 
       // Look up tenant's Twilio phone number from config
-      let callerId = to; // Fallback (will cause error if not found)
+      let callerId: string | undefined;
       try {
-        // Get Twilio config to find the phone number
-        const { config } = await this.voiceService['getTwilioClient'](tenantDomain);
+        const { config } = await this.voiceService['getTwilioClient'](tenantId);
         callerId = config.phoneNumber;
         this.logger.log(`Retrieved Twilio phone number for tenant: ${callerId}`);
       } catch (error: any) {
         this.logger.error(`Failed to get Twilio config: ${error.message}`);
+        throw error;
       }
 
-      const dialNumber = to;
+      if (!callerId) {
+        throw new Error('No caller ID configured for tenant');
+      }
+
+      const dialNumber = to?.trim();
+      if (!dialNumber) {
+        throw new Error('No destination number provided');
+      }
 
       this.logger.log(`Using callerId: ${callerId}, dialNumber: ${dialNumber}`);
 
@@ -145,10 +183,9 @@ export class VoiceController {
     } catch (error: any) {
       this.logger.error(`=== ERROR GENERATING TWIML ===`);
       this.logger.error(`Error: ${error.message}`);
-      this.logger.error(`Stack: ${error.stack}`);
       const errorTwiml = `<?xml version="1.0" encoding="UTF-8"?>
 <Response>
-  <Say>An error occurred while processing your call.</Say>
+  <Say>An error occurred while processing your call. ${error.message}</Say>
 </Response>`;
       res.type('text/xml').send(errorTwiml);
     }
@@ -156,13 +193,33 @@ export class VoiceController {
 
   /**
    * TwiML for inbound calls
+   * Twilio sends application/x-www-form-urlencoded data
    */
   @Post('twiml/inbound')
   async inboundTwiml(@Req() req: FastifyRequest, @Res() res: FastifyReply) {
-    const body = req.body as any;
+    // Parse body - Twilio sends URL-encoded form data
+    let body = req.body as any;
+    
+    // Handle case where body might be parsed incorrectly
+    if (body && typeof body === 'object' && Object.keys(body).length === 1) {
+      const key = Object.keys(body)[0];
+      if (key.startsWith('{') || key.includes('=')) {
+        try {
+          if (key.startsWith('{')) {
+            body = JSON.parse(key);
+          } else {
+            const params = new URLSearchParams(key);
+            body = Object.fromEntries(params.entries());
+          }
+        } catch (e) {
+          this.logger.warn(`Failed to re-parse body: ${e.message}`);
+        }
+      }
+    }
+
     const callSid = body.CallSid;
     const fromNumber = body.From;
-    const toNumber = body.To;
+    const toNumber = body.To; // This is the Twilio phone number that was called
 
     this.logger.log(`\n\n╔════════════════════════════════════════╗`);
     this.logger.log(`║ === INBOUND CALL RECEIVED ===`);
@@ -170,19 +227,28 @@ export class VoiceController {
     this.logger.log(`CallSid: ${callSid}`);
     this.logger.log(`From: ${fromNumber}`);
     this.logger.log(`To: ${toNumber}`);
-    this.logger.log(`Full body: ${JSON.stringify(body)}`);
 
     try {
-      // Extract tenant domain from Host header
-      const host = req.headers.host || '';
-      const tenantDomain = host.split('.')[0]; // e.g., "tenant1" from "tenant1.routebox.co"
+      // Look up tenant by the Twilio phone number that was called
+      const tenantInfo = await this.voiceService.findTenantByPhoneNumber(toNumber);
       
-      this.logger.log(`Extracted tenant domain: ${tenantDomain}`);
+      if (!tenantInfo) {
+        this.logger.error(`No tenant found for phone number: ${toNumber}`);
+        const twiml = `<?xml version="1.0" encoding="UTF-8"?>
+<Response>
+  <Say>Sorry, this number is not configured. Please contact support.</Say>
+  <Hangup/>
+</Response>`;
+        return res.type('text/xml').send(twiml);
+      }
+
+      const tenantId = tenantInfo.tenantId;
+      this.logger.log(`Found tenant: ${tenantId}`);
 
       // Get all connected users for this tenant
-      const connectedUsers = this.voiceGateway.getConnectedUsers(tenantDomain);
+      const connectedUsers = this.voiceGateway.getConnectedUsers(tenantId);
       
-      this.logger.log(`Connected users for tenant ${tenantDomain}: ${connectedUsers.length}`);
+      this.logger.log(`Connected users for tenant ${tenantId}: ${connectedUsers.length}`);
       if (connectedUsers.length > 0) {
         this.logger.log(`Connected user IDs: ${connectedUsers.join(', ')}`);
       }
@@ -198,20 +264,22 @@ export class VoiceController {
         return res.type('text/xml').send(twiml);
       }
 
-      // Build TwiML to dial all connected clients with Media Streams for AI
-      const clientElements = connectedUsers.map(userId => `    <Client>${userId}</Client>`).join('\n');
+      // Build TwiML to dial all connected clients
+      // Client identity format is now: tenantId:userId
+      const clientElements = connectedUsers.map(userId => `    <Client>${tenantId}:${userId}</Client>`).join('\n');
       
-      // Use wss:// for secure WebSocket (Traefik handles HTTPS)
+      // Log the client identities being dialed
+      this.logger.log(`Client identities being dialed:`);
+      connectedUsers.forEach(userId => {
+        this.logger.log(`  - ${tenantId}:${userId}`);
+      });
+      
+      // Use wss:// for secure WebSocket
+      const host = req.headers.host || 'backend.routebox.co';
       const streamUrl = `wss://${host}/api/voice/media-stream`;
       
       this.logger.log(`Stream URL: ${streamUrl}`);
       this.logger.log(`Dialing ${connectedUsers.length} client(s)...`);
-      this.logger.log(`Client IDs to dial: ${connectedUsers.join(', ')}`);
-      
-      // Verify we have client IDs in proper format
-      if (connectedUsers.length > 0) {
-        this.logger.log(`First Client ID format check: "${connectedUsers[0]}" (length: ${connectedUsers[0].length})`);
-      }
 
       // Notify connected users about incoming call via Socket.IO
       connectedUsers.forEach(userId => {
@@ -219,7 +287,7 @@ export class VoiceController {
           callSid,
           fromNumber,
           toNumber,
-          tenantDomain,
+          tenantId,
         });
       });
 
@@ -227,7 +295,7 @@ export class VoiceController {
 <Response>
   <Start>
     <Stream url="${streamUrl}">
-      <Parameter name="tenantId" value="${tenantDomain}"/>
+      <Parameter name="tenantId" value="${tenantId}"/>
       <Parameter name="userId" value="${connectedUsers[0]}"/>
     </Stream>
   </Start>
@@ -236,7 +304,7 @@ ${clientElements}
   </Dial>
 </Response>`;
 
-      this.logger.log(`✓ Returning inbound TwiML with Media Streams - dialing ${connectedUsers.length} client(s)`);
+      this.logger.log(`✓ Returning inbound TwiML - dialing ${connectedUsers.length} client(s)`);
       this.logger.log(`Generated TwiML:\n${twiml}\n`);
       res.type('text/xml').send(twiml);
     } catch (error: any) {

backend/src/voice/voice.gateway.ts

@@ -61,33 +61,41 @@ export class VoiceGateway
       const payload = await this.jwtService.verifyAsync(token);
       
       // Extract domain from origin header (e.g., http://tenant1.routebox.co:3001)
-      // The domains table stores just the subdomain part (e.g., "tenant1")
       const origin = client.handshake.headers.origin || client.handshake.headers.referer;
-      let domain = 'localhost';
+      let subdomain = 'localhost';
       
       if (origin) {
         try {
           const url = new URL(origin);
-          const hostname = url.hostname; // e.g., tenant1.routebox.co or localhost
-          
-          // Extract first part of subdomain as domain
-          // tenant1.routebox.co -> tenant1
-          // localhost -> localhost
-          domain = hostname.split('.')[0];
+          const hostname = url.hostname;
+          subdomain = hostname.split('.')[0];
         } catch (error) {
           this.logger.warn(`Failed to parse origin: ${origin}`);
         }
       }
       
-      client.tenantId = domain; // Store the subdomain as tenantId
+      // Resolve the actual tenantId (UUID) from the subdomain
+      let tenantId: string | null = null;
+      try {
+        const tenant = await this.tenantDbService.getTenantByDomain(subdomain);
+        if (tenant) {
+          tenantId = tenant.id;
+          this.logger.log(`Resolved tenant ${subdomain} -> ${tenantId}`);
+        }
+      } catch (error) {
+        this.logger.warn(`Failed to resolve tenant for subdomain ${subdomain}: ${error.message}`);
+      }
+
+      // Fall back to subdomain if tenant lookup fails
+      client.tenantId = tenantId || subdomain;
       client.userId = payload.sub;
-      client.tenantSlug = domain; // Same as subdomain
+      client.tenantSlug = subdomain;
 
       this.connectedUsers.set(client.userId, client);
       this.logger.log(
-        `✓ Client connected: ${client.id} (User: ${client.userId}, Domain: ${domain})`,
+        `✓ Client connected: ${client.id} (User: ${client.userId}, TenantId: ${client.tenantId}, Subdomain: ${subdomain})`,
       );
-      this.logger.log(`Total connected users in ${domain}: ${this.getConnectedUsers(domain).length}`);
+      this.logger.log(`Total connected users in tenant ${client.tenantId}: ${this.getConnectedUsers(client.tenantId).length}`);
 
       // Send current call state if any active call
       const activeCallSid = this.activeCallsByUser.get(client.userId);
@@ -303,13 +311,14 @@ export class VoiceGateway
 
   /**
    * Get connected users for a tenant
+   * @param tenantId - The tenant UUID to filter by
    */
-  getConnectedUsers(tenantDomain?: string): string[] {
+  getConnectedUsers(tenantId?: string): string[] {
     const userIds: string[] = [];
     
     for (const [userId, socket] of this.connectedUsers.entries()) {
-      // If tenantDomain specified, filter by tenant
-      if (!tenantDomain || socket.tenantSlug === tenantDomain) {
+      // If tenantId specified, filter by tenant
+      if (!tenantId || socket.tenantId === tenantId) {
         userIds.push(userId);
       }
     }

backend/src/voice/voice.service.ts

@@ -31,46 +31,46 @@ export class VoiceService {
   /**
    * Get Twilio client for a tenant
    */
-  private async getTwilioClient(tenantIdOrDomain: string): Promise<{ client: Twilio.Twilio; config: TwilioConfig; tenantId: string }> {
+  private async getTwilioClient(tenantId: string): Promise<{ client: Twilio.Twilio; config: TwilioConfig; tenantId: string }> {
     // Check cache first
-    if (this.twilioClients.has(tenantIdOrDomain)) {
+    if (this.twilioClients.has(tenantId)) {
       const centralPrisma = getCentralPrisma();
       
-      // Look up tenant by domain
-      const domainRecord = await centralPrisma.domain.findUnique({
-        where: { domain: tenantIdOrDomain },
-        include: { tenant: { select: { id: true, integrationsConfig: true } } },
+      // Look up tenant by ID
+      const tenant = await centralPrisma.tenant.findUnique({
+        where: { id: tenantId },
+        select: { id: true, integrationsConfig: true },
       });
 
-      const config = this.getIntegrationConfig(domainRecord?.tenant?.integrationsConfig as any);
+      const config = this.getIntegrationConfig(tenant?.integrationsConfig as any);
       return { 
-        client: this.twilioClients.get(tenantIdOrDomain), 
+        client: this.twilioClients.get(tenantId), 
         config: config.twilio,
-        tenantId: domainRecord.tenant.id 
+        tenantId: tenant.id 
       };
     }
 
     // Fetch tenant integrations config
     const centralPrisma = getCentralPrisma();
     
-    this.logger.log(`Looking up domain: ${tenantIdOrDomain}`);
+    this.logger.log(`Looking up tenant: ${tenantId}`);
     
-    const domainRecord = await centralPrisma.domain.findUnique({
-      where: { domain: tenantIdOrDomain },
-      include: { tenant: { select: { id: true, integrationsConfig: true } } },
+    const tenant = await centralPrisma.tenant.findUnique({
+      where: { id: tenantId },
+      select: { id: true, integrationsConfig: true },
     });
 
-    this.logger.log(`Domain record found: ${!!domainRecord}, Tenant: ${!!domainRecord?.tenant}, Config: ${!!domainRecord?.tenant?.integrationsConfig}`);
+    this.logger.log(`Tenant found: ${!!tenant}, Config: ${!!tenant?.integrationsConfig}`);
 
-    if (!domainRecord?.tenant) {
-      throw new Error(`Domain ${tenantIdOrDomain} not found`);
+    if (!tenant) {
+      throw new Error(`Tenant ${tenantId} not found`);
     }
 
-    if (!domainRecord.tenant.integrationsConfig) {
+    if (!tenant.integrationsConfig) {
       throw new Error('Tenant integrations config not found. Please configure Twilio credentials in Settings > Integrations');
     }
 
-    const config = this.getIntegrationConfig(domainRecord.tenant.integrationsConfig as any);
+    const config = this.getIntegrationConfig(tenant.integrationsConfig as any);
 
     this.logger.log(`Config decrypted: ${!!config.twilio}, AccountSid: ${config.twilio?.accountSid?.substring(0, 10)}..., AuthToken: ${config.twilio?.authToken?.substring(0, 10)}..., Phone: ${config.twilio?.phoneNumber}`);
 
@@ -79,9 +79,9 @@ export class VoiceService {
     }
 
     const client = Twilio.default(config.twilio.accountSid, config.twilio.authToken);
-    this.twilioClients.set(tenantIdOrDomain, client);
+    this.twilioClients.set(tenantId, client);
 
-    return { client, config: config.twilio, tenantId: domainRecord.tenant.id };
+    return { client, config: config.twilio, tenantId: tenant.id };
   }
 
   /**
@@ -105,22 +105,64 @@ export class VoiceService {
     return {};
   }
 
+  /**
+   * Find tenant by their configured Twilio phone number
+   * Used for inbound call routing
+   */
+  async findTenantByPhoneNumber(phoneNumber: string): Promise<{ tenantId: string; config: TwilioConfig } | null> {
+    const centralPrisma = getCentralPrisma();
+    
+    // Normalize phone number (remove spaces, ensure + prefix for comparison)
+    const normalizedPhone = phoneNumber.replace(/\s+/g, '').replace(/^(\d)/, '+$1');
+    
+    this.logger.log(`Looking up tenant by phone number: ${normalizedPhone}`);
+    
+    // Get all tenants with integrations config
+    const tenants = await centralPrisma.tenant.findMany({
+      where: {
+        integrationsConfig: { not: null },
+      },
+      select: { id: true, integrationsConfig: true },
+    });
+
+    for (const tenant of tenants) {
+      const config = this.getIntegrationConfig(tenant.integrationsConfig as any);
+      if (config.twilio?.phoneNumber) {
+        const tenantPhone = config.twilio.phoneNumber.replace(/\s+/g, '').replace(/^(\d)/, '+$1');
+        if (tenantPhone === normalizedPhone) {
+          this.logger.log(`Found tenant ${tenant.id} for phone number ${normalizedPhone}`);
+          return { tenantId: tenant.id, config: config.twilio };
+        }
+      }
+    }
+
+    this.logger.warn(`No tenant found for phone number: ${normalizedPhone}`);
+    return null;
+  }
+
   /**
    * Generate Twilio access token for browser Voice SDK
    */
-  async generateAccessToken(tenantDomain: string, userId: string): Promise<string> {
-    const { config, tenantId } = await this.getTwilioClient(tenantDomain);
+  async generateAccessToken(tenantId: string, userId: string): Promise<string> {
+    const { config, tenantId: resolvedTenantId } = await this.getTwilioClient(tenantId);
 
     if (!config.accountSid || !config.apiKey || !config.apiSecret) {
       throw new Error('Twilio API credentials not configured. Please add API Key and Secret in Settings > Integrations');
     }
 
+    // Include tenantId in the identity so we can extract it in TwiML webhooks
+    // Format: tenantId:userId
+    const identity = `${resolvedTenantId}:${userId}`;
+    
+    this.logger.log(`Generating access token with identity: ${identity}`);
+    this.logger.log(`  Input tenantId: ${tenantId}, Resolved tenantId: ${resolvedTenantId}, userId: ${userId}`);
+
     // Create an access token
     const token = new AccessToken(
       config.accountSid,
       config.apiKey,
       config.apiSecret,
-      { identity: userId, ttl: 3600 } // 1 hour expiry
+      { identity, ttl: 3600 } // 1 hour expiry
     );
 
     // Create a Voice grant
@@ -436,20 +478,28 @@ export class VoiceService {
     const { callSid, tenantId, userId } = params;
 
     try {
-      // Get OpenAI config - tenantId might be a domain, so look it up
+      // Get OpenAI config - tenantId might be a domain or a tenant ID (UUID or CUID)
       const centralPrisma = getCentralPrisma();
       
-      // Try to find tenant by domain first (if tenantId is like "tenant1")
+      // Detect if tenantId looks like an ID (UUID or CUID) or a domain name
+      // UUIDs: 8-4-4-4-12 hex format
+      // CUIDs: 25 character alphanumeric starting with 'c'
+      const isUUID = /^[0-9a-f]{8}-[0-9a-f]{4}-/i.test(tenantId);
+      const isCUID = /^c[a-z0-9]{24}$/i.test(tenantId);
+      const isId = isUUID || isCUID;
+      
       let tenant;
-      if (!tenantId.match(/^[0-9a-f]{8}-[0-9a-f]{4}-/i)) {
-        // Looks like a domain, not a UUID
+      if (!isId) {
+        // Looks like a domain, not an ID
+        this.logger.log(`Looking up tenant by domain: ${tenantId}`);
         const domainRecord = await centralPrisma.domain.findUnique({
           where: { domain: tenantId },
           include: { tenant: { select: { id: true, integrationsConfig: true } } },
         });
         tenant = domainRecord?.tenant;
       } else {
-        // It's a UUID
+        // It's an ID (UUID or CUID)
+        this.logger.log(`Looking up tenant by ID: ${tenantId}`);
         tenant = await centralPrisma.tenant.findUnique({
           where: { id: tenantId },
           select: { id: true, integrationsConfig: true },

frontend/ai-processes-editor/index.html

@@ -1,12 +0,0 @@
-<!doctype html>
-<html lang="en">
-  <head>
-    <meta charset="UTF-8" />
-    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
-    <title>AI Process Builder</title>
-  </head>
-  <body>
-    <div id="root"></div>
-    <script type="module" src="/src/main.tsx"></script>
-  </body>
-</html>

frontend/ai-processes-editor/package.json

@@ -1,23 +0,0 @@
-{
-  "name": "ai-processes-editor",
-  "private": true,
-  "version": "0.1.0",
-  "type": "module",
-  "scripts": {
-    "dev": "vite --port 5174",
-    "build": "vite build",
-    "preview": "vite preview --port 5174"
-  },
-  "dependencies": {
-    "@xyflow/react": "^12.0.4",
-    "react": "^18.3.1",
-    "react-dom": "^18.3.1"
-  },
-  "devDependencies": {
-    "@types/react": "^18.3.4",
-    "@types/react-dom": "^18.3.0",
-    "@vitejs/plugin-react": "^4.3.1",
-    "typescript": "^5.6.2",
-    "vite": "^5.4.2"
-  }
-}

frontend/ai-processes-editor/src/App.tsx

@@ -1,153 +0,0 @@
-import { useCallback, useEffect } from 'react'
-import {
-  Background,
-  Controls,
-  MiniMap,
-  ReactFlow,
-  useEdgesState,
-  useNodesState,
-  addEdge,
-  Connection,
-  Edge,
-  Node,
-  Panel,
-} from '@xyflow/react'
-import '@xyflow/react/dist/style.css'
-import './styles.css'
-
-const nodeTypes = {
-  Start: { style: { background: '#22c55e', color: 'white', padding: 10, borderRadius: 5 } },
-  LLMDecisionNode: { style: { background: '#3b82f6', color: 'white', padding: 10, borderRadius: 5 } },
-  ToolNode: { style: { background: '#f59e0b', color: 'white', padding: 10, borderRadius: 5 } },
-  HumanInputNode: { style: { background: '#8b5cf6', color: 'white', padding: 10, borderRadius: 5 } },
-  End: { style: { background: '#ef4444', color: 'white', padding: 10, borderRadius: 5 } },
-}
-
-const initialNodes: Node[] = [
-  {
-    id: 'start-1',
-    type: 'default',
-    data: { label: '🟢 Start', type: 'Start' },
-    position: { x: 250, y: 50 },
-    style: nodeTypes.Start.style,
-  },
-  {
-    id: 'end-1',
-    type: 'default',
-    data: { label: '🔴 End', type: 'End' },
-    position: { x: 250, y: 400 },
-    style: nodeTypes.End.style,
-  },
-]
-
-const initialEdges: Edge[] = []
-
-export const App = () => {
-  const [nodes, setNodes, onNodesChange] = useNodesState(initialNodes)
-  const [edges, setEdges, onEdgesChange] = useEdgesState(initialEdges)
-
-  const onConnect = useCallback(
-    (params: Connection) => setEdges((eds) => addEdge(params, eds)),
-    [setEdges]
-  )
-
-  // Send graph updates to parent window
-  const notifyParent = useCallback(() => {
-    const graphData = {
-      id: 'process-graph',
-      name: 'Process',
-      nodes: nodes.map((node) => ({
-        id: node.id,
-        type: node.data.type || 'Start',
-        position: node.position,
-        data: node.data,
-      })),
-      edges: edges.map((edge) => ({
-        id: edge.id,
-        source: edge.source,
-        target: edge.target,
-        condition: edge.data?.condition,
-      })),
-    }
-
-    window.parent.postMessage(
-      {
-        type: 'GRAPH_UPDATED',
-        payload: graphData,
-      },
-      '*'
-    )
-  }, [nodes, edges])
-
-  // Listen for graph load from parent
-  useEffect(() => {
-    const handleMessage = (event: MessageEvent) => {
-      if (event.data.type === 'LOAD_GRAPH') {
-        const graph = event.data.payload
-        if (graph && graph.nodes && graph.edges) {
-          setNodes(
-            graph.nodes.map((node: any) => ({
-              id: node.id,
-              type: 'default',
-              data: { label: node.data.label || node.type, ...node.data },
-              position: node.position,
-              style: nodeTypes[node.type as keyof typeof nodeTypes]?.style || {},
-            }))
-          )
-          setEdges(
-            graph.edges.map((edge: any) => ({
-              id: edge.id,
-              source: edge.source,
-              target: edge.target,
-              data: edge.condition ? { condition: edge.condition } : undefined,
-            }))
-          )
-        }
-      }
-    }
-
-    window.addEventListener('message', handleMessage)
-    return () => window.removeEventListener('message', handleMessage)
-  }, [setNodes, setEdges])
-
-  // Notify parent on changes
-  useEffect(() => {
-    notifyParent()
-  }, [nodes, edges, notifyParent])
-
-  const addNode = (type: string) => {
-    const newNode: Node = {
-      id: `${type.toLowerCase()}-${Date.now()}`,
-      type: 'default',
-      data: { label: `${type}`, type },
-      position: { x: Math.random() * 400 + 50, y: Math.random() * 300 + 100 },
-      style: nodeTypes[type as keyof typeof nodeTypes]?.style || {},
-    }
-    setNodes((nds) => nds.concat(newNode))
-  }
-
-  return (
-    <div className="editor-shell">
-      <ReactFlow
-        nodes={nodes}
-        edges={edges}
-        onNodesChange={onNodesChange}
-        onEdgesChange={onEdgesChange}
-        onConnect={onConnect}
-        fitView
-      >
-        <Panel position="top-left" className="node-palette">
-          <h3>Node Palette</h3>
-          <button onClick={() => addNode('LLMDecisionNode')}>🔵 LLM Decision</button>
-          <button onClick={() => addNode('ToolNode')}>🟠 Tool</button>
-          <button onClick={() => addNode('HumanInputNode')}>🟣 Human Input</button>
-          <button onClick={() => addNode('End')}>🔴 End</button>
-        </Panel>
-        <MiniMap />
-        <Controls />
-        <Background />
-      </ReactFlow>
-    </div>
-  )
-}
-

frontend/ai-processes-editor/src/main.tsx

@@ -1,7 +0,0 @@
-import { createRoot } from 'react-dom/client'
-import { App } from './App'
-
-const root = document.getElementById('root')
-if (root) {
-  createRoot(root).render(<App />)
-}

frontend/ai-processes-editor/src/styles.css

@@ -1,71 +0,0 @@
-body {
-  margin: 0;
-  font-family: 'Inter', sans-serif;
-  color: #0f172a;
-}
-
-#root {
-  width: 100%;
-  height: 100vh;
-}
-
-.editor-shell {
-  display: flex;
-  flex-direction: column;
-  height: 100vh;
-  width: 100%;
-}
-
-.node-palette {
-  background: white;
-  border: 1px solid #e2e8f0;
-  border-radius: 8px;
-  padding: 12px;
-  box-shadow: 0 2px 8px rgba(0, 0, 0, 0.1);
-  min-width: 150px;
-}
-
-.node-palette h3 {
-  margin: 0 0 12px 0;
-  font-size: 14px;
-  font-weight: 600;
-  color: #1e293b;
-}
-
-.node-palette button {
-  display: block;
-  width: 100%;
-  padding: 8px 12px;
-  margin-bottom: 6px;
-  background: white;
-  border: 1px solid #e2e8f0;
-  border-radius: 6px;
-  font-size: 13px;
-  cursor: pointer;
-  text-align: left;
-  transition: all 0.2s;
-}
-
-.node-palette button:hover {
-  background: #f1f5f9;
-  border-color: #cbd5e1;
-}
-
-.node-palette button:active {
-  background: #e2e8f0;
-}
-
-.react-flow__node {
-  font-size: 12px;
-  font-weight: 500;
-}
-
-.react-flow__edge-path {
-  stroke: #64748b;
-  stroke-width: 2;
-}
-
-.react-flow__edge.selected .react-flow__edge-path {
-  stroke: #3b82f6;
-}
-

frontend/ai-processes-editor/vite.config.ts

@@ -1,9 +0,0 @@
-import { defineConfig } from 'vite'
-import react from '@vitejs/plugin-react'
-
-export default defineConfig({
-  plugins: [react()],
-  server: {
-    port: 5174,
-  },
-})

frontend/components/AIChatBar.vue

@@ -7,36 +7,15 @@ import {
   InputGroupText,
 } from '@/components/ui/input-group'
 import { Separator } from '@/components/ui/separator'
-import { ArrowUp, Loader2 } from 'lucide-vue-next'
+import { ArrowUp } from 'lucide-vue-next'
 import { useRoute } from 'vue-router'
 import { useApi } from '@/composables/useApi'
 
-interface ChatMessage {
-  role: 'user' | 'assistant' | 'system';
-  text: string;
-  isStreaming?: boolean;
-}
-
-interface StreamEvent {
-  type: string;
-  data?: any;
-  processId?: string;
-  nodeId?: string;
-  toolName?: string;
-}
-
 const chatInput = ref('')
-const messages = ref<ChatMessage[]>([])
+const messages = ref<{ role: 'user' | 'assistant'; text: string }[]>([])
 const sending = ref(false)
 const route = useRoute()
 const { api } = useApi()
-const sessionId = ref<string | null>(null)
-const eventSource = ref<EventSource | null>(null)
-
-const getTenantId = () => {
-  if (!import.meta.client) return 'tenant1'
-  return localStorage.getItem('tenantId') || 'tenant1'
-}
 
 const buildContext = () => {
   const recordId = route.params.recordId ? String(route.params.recordId) : undefined
@@ -54,97 +33,6 @@ const buildContext = () => {
   }
 }
 
-const connectToStream = (sessionIdValue: string) => {
-  if (eventSource.value) {
-    eventSource.value.close()
-  }
-
-  const baseUrl = window.location.hostname === 'localhost' 
-    ? 'http://localhost:3000'
-    : `https://${window.location.hostname}`
-  
-  eventSource.value = new EventSource(
-    `${baseUrl}/tenants/${getTenantId()}/ai-chat/stream?sessionId=${sessionIdValue}`
-  )
-
-  eventSource.value.onmessage = (event) => {
-    try {
-      const payload: StreamEvent = JSON.parse(event.data)
-      handleStreamEvent(payload)
-    } catch (error) {
-      console.error('Failed to parse stream event:', error)
-    }
-  }
-
-  eventSource.value.onerror = () => {
-    eventSource.value?.close()
-    eventSource.value = null
-  }
-}
-
-const handleStreamEvent = (event: StreamEvent) => {
-  switch (event.type) {
-    case 'agent_started':
-      // Agent is thinking
-      break
-    case 'processes_listed':
-      // Processes discovered
-      break
-    case 'process_selected':
-      messages.value.push({
-        role: 'system',
-        text: `🔄 Selected process: ${event.data?.processName || 'Process'}`,
-      })
-      break
-    case 'agent_message':
-      messages.value.push({
-        role: 'assistant',
-        text: event.data?.message || '',
-      })
-      break
-    case 'node_started':
-      const lastMsg = messages.value[messages.value.length - 1]
-      if (lastMsg?.isStreaming) {
-        lastMsg.text += `\n⚙️ Executing step...`
-      }
-      break
-    case 'tool_called':
-      const lastToolMsg = messages.value[messages.value.length - 1]
-      if (lastToolMsg?.isStreaming) {
-        lastToolMsg.text += `\n🔧 Using tool: ${event.toolName}`
-      }
-      break
-    case 'need_input':
-      messages.value.push({
-        role: 'assistant',
-        text: event.data?.prompt || 'I need some additional information from you.',
-      })
-      sending.value = false
-      break
-    case 'final':
-      if (event.data?.output) {
-        messages.value.push({
-          role: 'assistant',
-          text: event.data.message || '✅ Process completed successfully!',
-        })
-      } else if (event.data?.reply) {
-        messages.value.push({
-          role: 'assistant',
-          text: event.data.reply,
-        })
-      }
-      sending.value = false
-      break
-    case 'error':
-      messages.value.push({
-        role: 'assistant',
-        text: `❌ Error: ${event.data?.error || 'An error occurred'}`,
-      })
-      sending.value = false
-      break
-  }
-}
-
 const handleSend = async () => {
   if (!chatInput.value.trim()) return
 
@@ -153,53 +41,31 @@ const handleSend = async () => {
   chatInput.value = ''
   sending.value = true
 
-  // Add a streaming message placeholder
-  messages.value.push({ 
-    role: 'assistant', 
-    text: '🤔 Thinking...', 
-    isStreaming: true 
-  })
-
   try {
-    const history = messages.value
-      .filter(m => m.role !== 'system' && !m.isStreaming)
-      .slice(0, -1)
-      .slice(-6)
-      .map(m => ({ role: m.role, text: m.text }))
-
-    const response = await api.post(`/tenants/${getTenantId()}/ai-chat/messages`, {
+    const history = messages.value.slice(0, -1).slice(-6)
+    const response = await api.post('/ai/chat', {
       message,
       history,
       context: buildContext(),
-      sessionId: sessionId.value || undefined,
     })
 
-    if (response.sessionId && !sessionId.value) {
-      sessionId.value = response.sessionId
-      connectToStream(response.sessionId)
-    }
-
-    // Remove streaming placeholder and add response
-    messages.value = messages.value.filter(m => !m.isStreaming)
-    
-    if (response.reply) {
     messages.value.push({
       role: 'assistant',
-        text: response.reply,
+      text: response.reply || 'Let me know what else you need.',
     })
-    }
 
-    // If process is running, stream will handle updates
-    if (response.runId) {
-      messages.value.push({
-        role: 'assistant',
-        text: '⏳ Processing workflow...',
-        isStreaming: true,
-      })
+    if (response.action === 'create_record') {
+      window.dispatchEvent(
+        new CustomEvent('ai-record-created', {
+          detail: {
+            objectApiName: buildContext().objectApiName,
+            record: response.record,
+          },
+        }),
+      )
     }
   } catch (error: any) {
     console.error('Failed to send AI chat message:', error)
-    messages.value = messages.value.filter(m => !m.isStreaming)
     messages.value.push({
       role: 'assistant',
       text: error.message || 'Sorry, I ran into an error. Please try again.',
@@ -208,17 +74,11 @@ const handleSend = async () => {
     sending.value = false
   }
 }
-
-onUnmounted(() => {
-  if (eventSource.value) {
-    eventSource.value.close()
-  }
-})
 </script>
 
 <template>
   <div class="ai-chat-area w-full border-t border-border p-4 bg-neutral-50">
-    <div class="ai-chat-messages mb-4 space-y-3 max-h-[400px] overflow-y-auto">
+    <div class="ai-chat-messages mb-4 space-y-3">
       <div
         v-for="(message, index) in messages"
         :key="`${message.role}-${index}`"
@@ -226,19 +86,14 @@ onUnmounted(() => {
         :class="message.role === 'user' ? 'justify-end' : 'justify-start'"
       >
         <div
-          class="max-w-[80%] rounded-lg px-3 py-2 text-sm whitespace-pre-line"
-          :class="{
-            'bg-primary text-primary-foreground': message.role === 'user',
-            'bg-white border border-border text-foreground': message.role === 'assistant',
-            'bg-blue-50 border border-blue-200 text-blue-900 text-xs': message.role === 'system',
-          }"
+          class="max-w-[80%] rounded-lg px-3 py-2 text-sm"
+          :class="message.role === 'user' ? 'bg-primary text-primary-foreground' : 'bg-white border border-border text-foreground'"
         >
-          <Loader2 v-if="message.isStreaming" class="inline-block size-3 animate-spin mr-1" />
           {{ message.text }}
         </div>
       </div>
       <p v-if="messages.length === 0" class="text-sm text-muted-foreground">
-        Ask the assistant to execute business processes, add records, or answer questions.
+        Ask the assistant to add records, filter lists, or summarize the page.
       </p>
     </div>
     <InputGroup>

frontend/components/ListViewLayoutEditor.vue

@@ -0,0 +1,264 @@
+<template>
+  <div class="list-view-layout-editor">
+    <div class="flex h-full">
+      <!-- Selected Fields Area -->
+      <div class="flex-1 p-4 overflow-auto">
+        <div class="mb-4 flex justify-between items-center">
+          <h3 class="text-lg font-semibold">{{ layoutName || 'List View Layout' }}</h3>
+          <div class="flex gap-2">
+            <Button variant="outline" size="sm" @click="handleClear">
+              Clear All
+            </Button>
+            <Button size="sm" @click="handleSave">
+              Save Layout
+            </Button>
+          </div>
+        </div>
+        
+        <div class="border rounded-lg bg-slate-50 dark:bg-slate-900 p-4 min-h-[400px]">
+          <p class="text-sm text-muted-foreground mb-4">
+            Drag fields to reorder them. Fields will appear in the list view in this order.
+          </p>
+          
+          <div v-if="selectedFields.length === 0" class="text-center py-8 text-muted-foreground">
+            <p>No fields selected.</p>
+            <p class="text-sm">Click or drag fields from the right panel to add them.</p>
+          </div>
+          
+          <div 
+            v-else 
+            ref="sortableContainer"
+            class="space-y-2"
+          >
+            <div
+              v-for="(field, index) in selectedFields"
+              :key="field.id"
+              class="p-3 border rounded cursor-move bg-white dark:bg-slate-800 hover:border-primary transition-colors flex items-center justify-between"
+              draggable="true"
+              @dragstart="handleDragStart($event, index)"
+              @dragover.prevent="handleDragOver($event, index)"
+              @drop="handleDrop($event, index)"
+            >
+              <div class="flex items-center gap-3">
+                <span class="text-muted-foreground cursor-grab">
+                  <GripVertical class="w-4 h-4" />
+                </span>
+                <div>
+                  <div class="font-medium text-sm">{{ field.label }}</div>
+                  <div class="text-xs text-muted-foreground">
+                    {{ field.apiName }} • {{ formatFieldType(field.type) }}
+                  </div>
+                </div>
+              </div>
+              <Button
+                variant="ghost"
+                size="sm"
+                class="text-destructive hover:text-destructive"
+                @click="removeField(field.id)"
+              >
+                <X class="w-4 h-4" />
+              </Button>
+            </div>
+          </div>
+        </div>
+      </div>
+
+      <!-- Available Fields Sidebar -->
+      <div class="w-80 border-l bg-white dark:bg-slate-950 p-4 overflow-auto">
+        <h3 class="text-lg font-semibold mb-4">Available Fields</h3>
+        <p class="text-xs text-muted-foreground mb-4">Click or drag to add field to list</p>
+        
+        <div v-if="availableFields.length === 0" class="text-center py-4 text-muted-foreground text-sm">
+          All fields have been added to the layout.
+        </div>
+        
+        <div v-else class="space-y-2">
+          <div
+            v-for="field in availableFields"
+            :key="field.id"
+            class="p-3 border rounded cursor-pointer bg-white dark:bg-slate-900 hover:border-primary hover:bg-slate-50 dark:hover:bg-slate-800 transition-colors"
+            draggable="true"
+            @dragstart="handleAvailableFieldDragStart($event, field)"
+            @click="addField(field)"
+          >
+            <div class="font-medium text-sm">{{ field.label }}</div>
+            <div class="text-xs text-muted-foreground">
+              {{ field.apiName }} • {{ formatFieldType(field.type) }}
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  </div>
+</template>
+
+<script setup lang="ts">
+import { ref, computed, watch } from 'vue'
+import { GripVertical, X } from 'lucide-vue-next'
+import type { FieldLayoutItem } from '~/types/page-layout'
+import type { FieldConfig } from '~/types/field-types'
+import { Button } from '@/components/ui/button'
+
+const props = defineProps<{
+  fields: FieldConfig[]
+  initialLayout?: FieldLayoutItem[]
+  layoutName?: string
+}>()
+
+const emit = defineEmits<{
+  save: [layout: { fields: FieldLayoutItem[] }]
+}>()
+
+// Selected fields in order
+const selectedFieldIds = ref<string[]>([])
+const draggedIndex = ref<number | null>(null)
+const draggedAvailableField = ref<FieldConfig | null>(null)
+
+// Initialize with initial layout
+watch(() => props.initialLayout, (layout) => {
+  if (layout && layout.length > 0) {
+    // Sort by order if available, otherwise use array order
+    const sorted = [...layout].sort((a, b) => (a.order ?? 0) - (b.order ?? 0))
+    selectedFieldIds.value = sorted.map(item => item.fieldId)
+  }
+}, { immediate: true })
+
+// Computed selected fields in order
+const selectedFields = computed(() => {
+  return selectedFieldIds.value
+    .map(id => props.fields.find(f => f.id === id))
+    .filter((f): f is FieldConfig => f !== undefined)
+})
+
+// Available fields (not selected)
+const availableFields = computed(() => {
+  const selectedSet = new Set(selectedFieldIds.value)
+  return props.fields.filter(field => !selectedSet.has(field.id))
+})
+
+const formatFieldType = (type: string): string => {
+  const typeNames: Record<string, string> = {
+    'TEXT': 'Text',
+    'LONG_TEXT': 'Textarea',
+    'EMAIL': 'Email',
+    'PHONE': 'Phone',
+    'NUMBER': 'Number',
+    'CURRENCY': 'Currency',
+    'PERCENT': 'Percent',
+    'PICKLIST': 'Picklist',
+    'MULTI_PICKLIST': 'Multi-select',
+    'BOOLEAN': 'Checkbox',
+    'DATE': 'Date',
+    'DATE_TIME': 'DateTime',
+    'TIME': 'Time',
+    'URL': 'URL',
+    'LOOKUP': 'Lookup',
+    'FILE': 'File',
+    'IMAGE': 'Image',
+    'JSON': 'JSON',
+    'text': 'Text',
+    'textarea': 'Textarea',
+    'email': 'Email',
+    'number': 'Number',
+    'currency': 'Currency',
+    'select': 'Picklist',
+    'multiSelect': 'Multi-select',
+    'boolean': 'Checkbox',
+    'date': 'Date',
+    'datetime': 'DateTime',
+    'url': 'URL',
+    'lookup': 'Lookup',
+    'belongsTo': 'Lookup',
+  }
+  return typeNames[type] || type
+}
+
+const addField = (field: FieldConfig) => {
+  if (!selectedFieldIds.value.includes(field.id)) {
+    selectedFieldIds.value.push(field.id)
+  }
+}
+
+const removeField = (fieldId: string) => {
+  selectedFieldIds.value = selectedFieldIds.value.filter(id => id !== fieldId)
+}
+
+// Drag and drop for reordering
+const handleDragStart = (event: DragEvent, index: number) => {
+  draggedIndex.value = index
+  draggedAvailableField.value = null
+  if (event.dataTransfer) {
+    event.dataTransfer.effectAllowed = 'move'
+  }
+}
+
+const handleDragOver = (event: DragEvent, index: number) => {
+  event.preventDefault()
+  if (event.dataTransfer) {
+    event.dataTransfer.dropEffect = 'move'
+  }
+}
+
+const handleDrop = (event: DragEvent, targetIndex: number) => {
+  event.preventDefault()
+  
+  // Handle drop from available fields
+  if (draggedAvailableField.value) {
+    addField(draggedAvailableField.value)
+    // Move the newly added field to the target position
+    const newFieldId = draggedAvailableField.value.id
+    const currentIndex = selectedFieldIds.value.indexOf(newFieldId)
+    if (currentIndex !== -1 && currentIndex !== targetIndex) {
+      const ids = [...selectedFieldIds.value]
+      ids.splice(currentIndex, 1)
+      ids.splice(targetIndex, 0, newFieldId)
+      selectedFieldIds.value = ids
+    }
+    draggedAvailableField.value = null
+    return
+  }
+  
+  // Handle reordering within selected fields
+  if (draggedIndex.value === null || draggedIndex.value === targetIndex) {
+    draggedIndex.value = null
+    return
+  }
+  
+  const ids = [...selectedFieldIds.value]
+  const [removed] = ids.splice(draggedIndex.value, 1)
+  ids.splice(targetIndex, 0, removed)
+  selectedFieldIds.value = ids
+  draggedIndex.value = null
+}
+
+// Drag from available fields
+const handleAvailableFieldDragStart = (event: DragEvent, field: FieldConfig) => {
+  draggedAvailableField.value = field
+  draggedIndex.value = null
+  if (event.dataTransfer) {
+    event.dataTransfer.effectAllowed = 'copy'
+  }
+}
+
+const handleClear = () => {
+  if (confirm('Are you sure you want to clear all fields from the layout?')) {
+    selectedFieldIds.value = []
+  }
+}
+
+const handleSave = () => {
+  const layout: FieldLayoutItem[] = selectedFieldIds.value.map((fieldId, index) => ({
+    fieldId,
+    order: index,
+  }))
+  
+  emit('save', { fields: layout })
+}
+</script>
+
+<style scoped>
+.list-view-layout-editor {
+  height: calc(100vh - 300px);
+  min-height: 500px;
+}
+</style>

frontend/components/LoginForm.vue

@@ -3,90 +3,32 @@ import { Button } from '@/components/ui/button'
 import { Input } from '@/components/ui/input'
 import { Label } from '@/components/ui/label'
 
-const config = useRuntimeConfig()
 const router = useRouter()
 const { toast } = useToast()
+const { login, isLoading } = useAuth()
 
-// Cookie for server-side auth check
-const tokenCookie = useCookie('token')
-
-// Extract subdomain from hostname (e.g., tenant1.localhost → tenant1)
-const getSubdomain = () => {
-  if (!import.meta.client) return null
-  const hostname = window.location.hostname
-  const parts = hostname.split('.')
-  
-  console.log('Extracting subdomain from:', hostname, 'parts:', parts)
-  
-  // For localhost development: tenant1.localhost or localhost
-  if (hostname === 'localhost' || hostname === '127.0.0.1') {
-    return null // Use default tenant for plain localhost
-  }
-  
-  // For subdomains like tenant1.routebox.co or tenant1.localhost
-  if (parts.length >= 2 && parts[0] !== 'www') {
-    console.log('Using subdomain:', parts[0])
-    return parts[0] // Return subdomain
-  }
-  
-  return null
-}
-
-const subdomain = ref(getSubdomain())
 const email = ref('')
 const password = ref('')
-const loading = ref(false)
 const error = ref('')
 
 const handleLogin = async () => {
   try {
-    loading.value = true
     error.value = ''
 
-    const headers: Record<string, string> = {
-      'Content-Type': 'application/json',
-    }
-
-    // Only send x-tenant-id if we have a subdomain
-    if (subdomain.value) {
-      headers['x-tenant-id'] = subdomain.value
-    }
-
-    const response = await fetch(`${config.public.apiBaseUrl}/api/auth/login`, {
-      method: 'POST',
-      headers,
-      body: JSON.stringify({
-        email: email.value,
-        password: password.value,
-      }),
-    })
-
-    if (!response.ok) {
-      const data = await response.json()
-      throw new Error(data.message || 'Login failed')
-    }
-
-    const data = await response.json()
-
-    // Store credentials in localStorage
-    // Store the tenant ID that was used for login
-    const tenantToStore = subdomain.value || data.user?.tenantId || 'tenant1'
-    localStorage.setItem('tenantId', tenantToStore)
-    localStorage.setItem('token', data.access_token)
-    localStorage.setItem('user', JSON.stringify(data.user))
-    
-    // Also store token in cookie for server-side auth check
-    tokenCookie.value = data.access_token
+    // Use the BFF login endpoint via useAuth
+    const result = await login(email.value, password.value)
 
+    if (result.success) {
       toast.success('Login successful!')
-    
       // Redirect to home
       router.push('/')
+    } else {
+      error.value = result.error || 'Login failed'
+      toast.error(result.error || 'Login failed')
+    }
   } catch (e: any) {
     error.value = e.message || 'Login failed'
     toast.error(e.message || 'Login failed')
-  } finally {
-    loading.value = false
   }
 }
 </script>
@@ -118,8 +60,8 @@ const handleLogin = async () => {
         </div>
         <Input id="password" v-model="password" type="password" required />
       </div>
-      <Button type="submit" class="w-full" :disabled="loading">
-        {{ loading ? 'Logging in...' : 'Login' }}
+      <Button type="submit" class="w-full" :disabled="isLoading">
+        {{ isLoading ? 'Logging in...' : 'Login' }}
       </Button>
     </div>
     <div class="text-center text-sm">

frontend/components/RecordSharing.vue

@@ -186,6 +186,8 @@ interface Props {
   objectApiName: string;
   recordId: string;
   ownerId?: string;
+  /** Optional base URL override for shares API. Defaults to /runtime/objects/{objectApiName}/records/{recordId}/shares */
+  basePath?: string;
 }
 
 const props = defineProps<Props>();
@@ -193,6 +195,11 @@ const props = defineProps<Props>();
 const { api } = useApi();
 const { toast } = useToast();
 
+/** Computed base path for all share API calls */
+const sharesBasePath = computed(() =>
+  props.basePath || `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares`
+);
+
 const loading = ref(true);
 const sharing = ref(false);
 const removing = ref<string | null>(null);
@@ -236,9 +243,7 @@ const loadShares = async () => {
   try {
     loading.value = true;
     error.value = null;
-    const response = await api.get(
-      `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares`
-    );
+    const response = await api.get(sharesBasePath.value);
     shares.value = response || [];
   } catch (e: any) {
     console.error('Failed to load shares:', e);
@@ -286,7 +291,7 @@ const createShare = async () => {
     console.log('Final payload:', payload);
     
     await api.post(
-      `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares`,
+      sharesBasePath.value,
       payload
     );
     toast.success('Record shared successfully');
@@ -313,7 +318,7 @@ const removeShare = async (shareId: string) => {
   try {
     removing.value = shareId;
     await api.delete(
-      `/runtime/objects/${props.objectApiName}/records/${props.recordId}/shares/${shareId}`
+      `${sharesBasePath.value}/${shareId}`
     );
     toast.success('Share removed successfully');
     await loadShares();

frontend/components/SavedViewPanel.vue

@@ -0,0 +1,234 @@
+<script setup lang="ts">
+import { ref, computed, nextTick } from 'vue'
+import {
+  Sheet,
+  SheetContent,
+  SheetHeader,
+  SheetTitle,
+  SheetDescription,
+} from '@/components/ui/sheet'
+import { Button } from '@/components/ui/button'
+import { Input } from '@/components/ui/input'
+import { Badge } from '@/components/ui/badge'
+import { Separator } from '@/components/ui/separator'
+import { Pencil, Trash2, Users, Check, X, ChevronLeft } from 'lucide-vue-next'
+import type { SavedView, UpdateSavedViewPayload } from '@/composables/useSavedViews'
+
+interface Props {
+  open: boolean
+  views: SavedView[]
+  objectLabel: string
+  activeViewId?: string | null
+}
+
+const props = withDefaults(defineProps<Props>(), {
+  activeViewId: null,
+})
+
+const emit = defineEmits<{
+  'update:open': [value: boolean]
+  'apply-view': [view: SavedView]
+  'update-view': [id: string, payload: UpdateSavedViewPayload]
+  'delete-view': [view: SavedView]
+}>()
+
+const editingId = ref<string | null>(null)
+const editName = ref('')
+const deletingId = ref<string | null>(null)
+
+// Sharing sub-view: when set, renders RecordSharing for this view
+const sharingView = ref<SavedView | null>(null)
+
+const ownViews = computed(() => props.views.filter(v => v.isOwner))
+const sharedViews = computed(() => props.views.filter(v => !v.isOwner))
+
+function startEdit(view: SavedView) {
+  editingId.value = view.id
+  editName.value = view.name
+}
+
+function cancelEdit() {
+  editingId.value = null
+  editName.value = ''
+}
+
+function commitEdit(view: SavedView) {
+  const name = editName.value.trim()
+  if (name && name !== view.name) {
+    emit('update-view', view.id, { name })
+  }
+  cancelEdit()
+}
+
+function openSharing(view: SavedView) {
+  sharingView.value = view
+}
+
+function closeSharing() {
+  sharingView.value = null
+}
+
+function confirmDelete(view: SavedView) {
+  deletingId.value = view.id
+}
+
+function cancelDelete() {
+  deletingId.value = null
+}
+
+function executeDelete(view: SavedView) {
+  emit('delete-view', view)
+  deletingId.value = null
+}
+</script>
+
+<template>
+  <Sheet :open="open" @update:open="emit('update:open', $event)">
+    <SheetContent class="w-[420px] sm:w-[520px] overflow-y-auto">
+
+      <!-- ─── Sharing sub-view ─── -->
+      <template v-if="sharingView">
+        <SheetHeader class="mb-4">
+          <div class="flex items-center gap-2">
+            <Button size="icon" variant="ghost" class="h-7 w-7 -ml-1" @click="closeSharing">
+              <ChevronLeft class="h-4 w-4" />
+            </Button>
+            <div>
+              <SheetTitle>Share "{{ sharingView.name }}"</SheetTitle>
+              <SheetDescription>
+                Grant access to specific users for this saved view.
+              </SheetDescription>
+            </div>
+          </div>
+        </SheetHeader>
+
+        <RecordSharing
+          object-api-name="SavedListView"
+          :record-id="sharingView.id"
+          :owner-id="sharingView.userId"
+          :base-path="`/saved-views/${sharingView.id}/shares`"
+        />
+      </template>
+
+      <!-- ─── Main view list ─── -->
+      <template v-else>
+        <SheetHeader class="mb-4">
+          <SheetTitle>{{ objectLabel }} — Saved Views</SheetTitle>
+          <SheetDescription>
+            Manage your saved searches. Share views with specific users from your workspace.
+          </SheetDescription>
+        </SheetHeader>
+
+        <!-- Own Views -->
+        <section>
+          <p class="text-xs font-semibold text-muted-foreground uppercase tracking-wide mb-2">
+            My Views
+          </p>
+
+          <div v-if="ownViews.length === 0" class="text-sm text-muted-foreground py-3">
+            You have no saved views yet. Run a search and click <strong>Save view</strong>.
+          </div>
+
+          <ul class="space-y-1">
+            <li
+              v-for="view in ownViews"
+              :key="view.id"
+              class="group rounded-md border bg-card px-3 py-2"
+            >
+              <!-- Confirm delete row -->
+              <div v-if="deletingId === view.id" class="flex items-center gap-2">
+                <span class="flex-1 text-sm text-destructive">Delete "{{ view.name }}"?</span>
+                <Button size="sm" variant="destructive" @click="executeDelete(view)">Delete</Button>
+                <Button size="sm" variant="outline" @click="cancelDelete">Cancel</Button>
+              </div>
+
+              <!-- Edit name row -->
+              <div v-else-if="editingId === view.id" class="flex items-center gap-2">
+                <Input
+                  v-model="editName"
+                  class="h-7 flex-1 text-sm"
+                  @keyup.enter="commitEdit(view)"
+                  @keyup.escape="cancelEdit"
+                  autofocus
+                />
+                <Button size="icon" variant="ghost" class="h-7 w-7" @click="commitEdit(view)">
+                  <Check class="h-3.5 w-3.5" />
+                </Button>
+                <Button size="icon" variant="ghost" class="h-7 w-7" @click="cancelEdit">
+                  <X class="h-3.5 w-3.5" />
+                </Button>
+              </div>
+
+              <!-- Normal row -->
+              <div v-else class="flex items-center gap-2 min-h-[28px]">
+                <!-- View name (click to apply) -->
+                <button
+                  class="flex-1 text-left text-sm truncate hover:text-primary transition-colors"
+                  :class="{ 'font-medium text-primary': activeViewId === view.id }"
+                  @click="emit('apply-view', view); emit('update:open', false)"
+                >
+                  {{ view.name }}
+                </button>
+
+                <!-- Actions (visible on hover) -->
+                <div class="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
+                  <Button size="icon" variant="ghost" class="h-6 w-6" title="Rename" @click="startEdit(view)">
+                    <Pencil class="h-3 w-3" />
+                  </Button>
+                  <Button
+                    size="icon"
+                    variant="ghost"
+                    class="h-6 w-6"
+                    title="Share"
+                    @click="openSharing(view)"
+                  >
+                    <Users class="h-3 w-3" />
+                  </Button>
+                  <Button size="icon" variant="ghost" class="h-6 w-6 text-destructive hover:text-destructive" title="Delete" @click="confirmDelete(view)">
+                    <Trash2 class="h-3 w-3" />
+                  </Button>
+                </div>
+              </div>
+
+              <!-- Description -->
+              <p
+                v-if="view.description && editingId !== view.id && deletingId !== view.id"
+                class="text-xs text-muted-foreground mt-1 truncate"
+              >
+                {{ view.description }}
+              </p>
+            </li>
+          </ul>
+        </section>
+
+        <!-- Shared views by others -->
+        <template v-if="sharedViews.length > 0">
+          <Separator class="my-4" />
+          <section>
+            <p class="text-xs font-semibold text-muted-foreground uppercase tracking-wide mb-2">
+              Shared with me
+            </p>
+            <ul class="space-y-1">
+              <li
+                v-for="view in sharedViews"
+                :key="view.id"
+                class="rounded-md border bg-card px-3 py-2"
+              >
+                <button
+                  class="w-full text-left text-sm truncate hover:text-primary transition-colors"
+                  :class="{ 'font-medium text-primary': activeViewId === view.id }"
+                  @click="emit('apply-view', view); emit('update:open', false)"
+                >
+                  {{ view.name }}
+                </button>
+                <p v-if="view.description" class="text-xs text-muted-foreground mt-1 truncate">
+                  {{ view.description }}
+                </p>
+              </li>
+            </ul>
+          </section>
+        </template>
+      </template>
+    </SheetContent>
+  </Sheet>
+</template>

frontend/components/ai-processes/NeedInputForm.vue

@@ -1,52 +0,0 @@
-<template>
-  <div class="rounded-lg border border-amber-200 bg-amber-50 p-4">
-    <p class="mb-3 text-sm font-semibold text-amber-900">{{ prompt }}</p>
-    <form class="space-y-3" @submit.prevent="submit">
-      <div v-for="field in fields" :key="field.name" class="space-y-1">
-        <label class="text-xs font-medium text-slate-600">
-          {{ field.label }}
-        </label>
-        <input
-          v-model="form[field.name]"
-          class="w-full rounded border border-slate-300 px-3 py-2 text-sm"
-          :type="field.type === 'number' ? 'number' : 'text'"
-          :required="field.required"
-        />
-      </div>
-      <button
-        type="submit"
-        class="rounded bg-slate-900 px-4 py-2 text-sm font-semibold text-white"
-      >
-        Submit
-      </button>
-    </form>
-  </div>
-</template>
-
-<script setup lang="ts">
-const props = defineProps<{
-  schema: Record<string, any>
-  prompt: string
-}>()
-
-const emit = defineEmits<{
-  (event: 'submit', payload: Record<string, unknown>): void
-}>()
-
-const form = reactive<Record<string, string>>({})
-
-const fields = computed(() => {
-  const properties = props.schema?.properties || {}
-  const required = props.schema?.required || []
-  return Object.entries(properties).map(([name, config]: [string, any]) => ({
-    name,
-    label: config.title || name,
-    type: config.type || 'string',
-    required: required.includes(name),
-  }))
-})
-
-const submit = () => {
-  emit('submit', { ...form })
-}
-</script>

frontend/components/ai-processes/ReactFlowIframe.vue

@@ -1,19 +0,0 @@
-<template>
-  <div class="rounded-lg border border-slate-200 bg-white shadow">
-    <div class="border-b border-slate-200 px-4 py-3 text-sm font-semibold text-slate-700">
-      Process Graph Editor
-    </div>
-    <iframe
-      class="h-[640px] w-full"
-      :src="editorUrl"
-      title="AI Process Builder"
-    />
-  </div>
-</template>
-
-<script setup lang="ts">
-const config = useRuntimeConfig()
-const editorUrl = computed(() =>
-  config.public.aiProcessEditorUrl || 'http://localhost:5174'
-)
-</script>

frontend/components/fields/FieldRenderer.vue

@@ -85,9 +85,31 @@ const formatValue = (val: any): string => {
     case FieldType.BELONGS_TO:
       return relationshipDisplayValue.value
     case FieldType.DATE:
-      return val instanceof Date ? val.toLocaleDateString() : new Date(val).toLocaleDateString()
+      try {
+        const date = val instanceof Date ? val : new Date(val)
+        return date.toLocaleDateString(undefined, { 
+          year: 'numeric', 
+          month: '2-digit', 
+          day: '2-digit' 
+        })
+      } catch {
+        return String(val)
+      }
     case FieldType.DATETIME:
-      return val instanceof Date ? val.toLocaleString() : new Date(val).toLocaleString()
+      try {
+        const date = val instanceof Date ? val : new Date(val)
+        return date.toLocaleString(undefined, { 
+          year: 'numeric', 
+          month: '2-digit', 
+          day: '2-digit',
+          hour: '2-digit',
+          minute: '2-digit',
+          second: '2-digit',
+          hour12: false
+        })
+      } catch {
+        return String(val)
+      }
     case FieldType.BOOLEAN:
       return val ? 'Yes' : 'No'
     case FieldType.CURRENCY:
@@ -227,6 +249,51 @@ const handleRelationTypeUpdate = (value: string | null) => {
         </SelectContent>
       </Select>
 
+      <!-- Multi-Select -->
+      <div v-else-if="field.type === FieldType.MULTI_SELECT" class="space-y-2">
+        <div class="flex flex-wrap gap-1 min-h-[36px] rounded-md border border-input bg-background px-3 py-2">
+          <Badge
+            v-for="selectedVal in (Array.isArray(value) ? value : [])"
+            :key="String(selectedVal)"
+            variant="secondary"
+            class="gap-1 cursor-pointer"
+            @click="value = (value || []).filter((v: any) => v !== selectedVal)"
+          >
+            {{ field.options?.find(o => o.value === selectedVal)?.label || selectedVal }}
+            <span class="text-xs ml-1">&times;</span>
+          </Badge>
+          <span v-if="!value || (Array.isArray(value) && value.length === 0)" class="text-sm text-muted-foreground">
+            {{ field.placeholder || 'Select options...' }}
+          </span>
+        </div>
+        <div class="space-y-1">
+          <div
+            v-for="option in field.options"
+            :key="String(option.value)"
+            class="flex items-center gap-2"
+          >
+            <Checkbox
+              :id="`${field.id}-${option.value}`"
+              :checked="Array.isArray(value) && value.includes(option.value)"
+              @update:checked="(checked: boolean) => {
+                const current = Array.isArray(value) ? [...value] : []
+                if (checked) {
+                  current.push(option.value)
+                } else {
+                  const idx = current.indexOf(option.value)
+                  if (idx > -1) current.splice(idx, 1)
+                }
+                value = current
+              }"
+              :disabled="field.isReadOnly"
+            />
+            <Label :for="`${field.id}-${option.value}`" class="text-sm font-normal cursor-pointer">
+              {{ option.label }}
+            </Label>
+          </div>
+        </div>
+      </div>
+
       <!-- Boolean - Checkbox -->
       <div v-else-if="field.type === FieldType.BOOLEAN" class="flex items-center gap-2">
         <Checkbox :id="field.id" v-model:checked="value" :disabled="field.isReadOnly" />

frontend/components/knowledge/RecordCommentsPanel.vue

@@ -0,0 +1,181 @@
+<script setup lang="ts">
+import { ref, watch, computed } from 'vue'
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
+import { Button } from '@/components/ui/button'
+import { Textarea } from '@/components/ui/textarea'
+import { Separator } from '@/components/ui/separator'
+import { useApi } from '@/composables/useApi'
+import { useAuth } from '@/composables/useAuth'
+
+type CommentRecord = {
+  id: string
+  content: string
+  author_user_id: string
+  created_at: string
+  updated_at: string
+}
+
+interface Props {
+  objectApiName: string
+  recordId: string
+}
+
+const props = defineProps<Props>()
+const { api } = useApi()
+const { user } = useAuth()
+
+const comments = ref<CommentRecord[]>([])
+const loading = ref(false)
+const error = ref<string | null>(null)
+const newComment = ref('')
+const saving = ref(false)
+const editingId = ref<string | null>(null)
+const editContent = ref('')
+
+const isOwner = (comment: CommentRecord) => comment.author_user_id === user.value?.id
+
+const formatDate = (value?: string) => {
+  if (!value) return ''
+  const date = new Date(value)
+  if (Number.isNaN(date.getTime())) return value
+  return date.toLocaleString()
+}
+
+const canSubmit = computed(() => newComment.value.trim().length > 0 && !saving.value)
+const canSaveEdit = computed(() => editContent.value.trim().length > 0 && !saving.value)
+
+const fetchComments = async () => {
+  if (!props.objectApiName || !props.recordId) return
+  loading.value = true
+  error.value = null
+  try {
+    const data = await api.get(`/knowledge/comments/${props.objectApiName}/${props.recordId}`)
+    comments.value = Array.isArray(data) ? data : []
+  } catch (e: any) {
+    error.value = e.message || 'Failed to load comments'
+  } finally {
+    loading.value = false
+  }
+}
+
+const addComment = async () => {
+  if (!canSubmit.value) return
+  saving.value = true
+  try {
+    await api.post('/knowledge/comments', {
+      parentObjectApiName: props.objectApiName,
+      parentRecordId: props.recordId,
+      content: newComment.value.trim(),
+    })
+    newComment.value = ''
+    await fetchComments()
+  } catch (e: any) {
+    error.value = e.message || 'Failed to add comment'
+  } finally {
+    saving.value = false
+  }
+}
+
+const startEdit = (comment: CommentRecord) => {
+  editingId.value = comment.id
+  editContent.value = comment.content
+}
+
+const cancelEdit = () => {
+  editingId.value = null
+  editContent.value = ''
+}
+
+const saveEdit = async () => {
+  if (!editingId.value || !canSaveEdit.value) return
+  saving.value = true
+  try {
+    await api.patch(`/knowledge/comments/${editingId.value}`, {
+      content: editContent.value.trim(),
+    })
+    editingId.value = null
+    editContent.value = ''
+    await fetchComments()
+  } catch (e: any) {
+    error.value = e.message || 'Failed to update comment'
+  } finally {
+    saving.value = false
+  }
+}
+
+const deleteComment = async (comment: CommentRecord) => {
+  if (!confirm('Delete this comment?')) return
+  saving.value = true
+  try {
+    await api.delete(`/knowledge/comments/${comment.id}`)
+    await fetchComments()
+  } catch (e: any) {
+    error.value = e.message || 'Failed to delete comment'
+  } finally {
+    saving.value = false
+  }
+}
+
+watch(
+  () => [props.objectApiName, props.recordId],
+  () => {
+    fetchComments()
+  },
+  { immediate: true },
+)
+</script>
+
+<template>
+  <Card>
+    <CardHeader>
+      <CardTitle>Comments</CardTitle>
+    </CardHeader>
+    <CardContent class="space-y-4">
+      <div class="space-y-3">
+        <Textarea
+          v-model="newComment"
+          placeholder="Add a comment..."
+          :disabled="saving"
+          class="min-h-[96px]"
+        />
+        <div class="flex items-center justify-between">
+          <p class="text-sm text-muted-foreground" v-if="error">{{ error }}</p>
+          <Button size="sm" :disabled="!canSubmit" @click="addComment">
+            Add Comment
+          </Button>
+        </div>
+      </div>
+
+      <Separator />
+
+      <div v-if="loading" class="text-sm text-muted-foreground">Loading comments...</div>
+      <div v-else-if="comments.length === 0" class="text-sm text-muted-foreground">
+        No comments yet.
+      </div>
+      <div v-else class="space-y-4">
+        <div v-for="comment in comments" :key="comment.id" class="rounded-lg border p-4 space-y-2">
+          <div class="flex items-center justify-between">
+            <div class="text-xs text-muted-foreground">
+              <span>Author: {{ comment.author_user_id }}</span>
+              <span class="mx-2">•</span>
+              <span>{{ formatDate(comment.created_at) }}</span>
+            </div>
+            <div class="flex items-center gap-2" v-if="isOwner(comment)">
+              <Button variant="ghost" size="sm" @click="startEdit(comment)">Edit</Button>
+              <Button variant="ghost" size="sm" @click="deleteComment(comment)">Delete</Button>
+            </div>
+          </div>
+
+          <div v-if="editingId === comment.id" class="space-y-2">
+            <Textarea v-model="editContent" :disabled="saving" class="min-h-[80px]" />
+            <div class="flex items-center gap-2">
+              <Button size="sm" :disabled="!canSaveEdit" @click="saveEdit">Save</Button>
+              <Button variant="ghost" size="sm" @click="cancelEdit">Cancel</Button>
+            </div>
+          </div>
+          <p v-else class="text-sm whitespace-pre-line">{{ comment.content }}</p>
+        </div>
+      </div>
+    </CardContent>
+  </Card>
+</template>

frontend/components/knowledge/SemanticLinksPanel.vue

@@ -0,0 +1,237 @@
+<script setup lang="ts">
+import { ref, watch, computed } from 'vue'
+import { Card, CardContent, CardHeader, CardTitle } from '@/components/ui/card'
+import { Button } from '@/components/ui/button'
+import { Tabs, TabsContent, TabsList, TabsTrigger } from '@/components/ui/tabs'
+import { Separator } from '@/components/ui/separator'
+import { useApi } from '@/composables/useApi'
+
+type SemanticLink = {
+  id: string
+  source_entity_type: string
+  source_entity_id: string
+  target_entity_type: string
+  target_entity_id: string
+  source_entity_label?: string
+  target_entity_label?: string
+  source_entity_name?: string
+  target_entity_name?: string
+  link_type: string
+  status: string
+  origin: string
+  confidence?: number
+  reason?: string
+  evidence?: any
+  updated_at?: string
+}
+
+interface Props {
+  objectApiName: string
+  recordId: string
+}
+
+const props = defineProps<Props>()
+const { api } = useApi()
+
+const links = ref<SemanticLink[]>([])
+const loading = ref(false)
+const error = ref<string | null>(null)
+const activeTab = ref<'all' | 'suggested' | 'approved' | 'rejected' | 'dismissed'>('suggested')
+
+const formatDate = (value?: string) => {
+  if (!value) return ''
+  const date = new Date(value)
+  if (Number.isNaN(date.getTime())) return value
+  return date.toLocaleString()
+}
+
+const formatConfidence = (value?: number) => {
+  if (value === undefined || value === null) return '—'
+  return `${Math.round(value * 100)}%`
+}
+
+const getOtherSide = (link: SemanticLink) => {
+  const isSource =
+    link.source_entity_type === props.objectApiName &&
+    link.source_entity_id === props.recordId
+  return {
+    entityType: isSource ? link.target_entity_type : link.source_entity_type,
+    entityId: isSource ? link.target_entity_id : link.source_entity_id,
+    entityLabel: isSource ? link.target_entity_label : link.source_entity_label,
+    entityName: isSource ? link.target_entity_name : link.source_entity_name,
+  }
+}
+
+const formatLinkType = (value?: string) => {
+  if (!value) return 'Related'
+  return value
+    .replace(/_/g, ' ')
+    .replace(/\b\w/g, (c) => c.toUpperCase())
+}
+
+const parseEvidence = (raw: any) => {
+  if (!raw) return null
+  if (typeof raw === 'object') return raw
+  try {
+    return JSON.parse(raw)
+  } catch {
+    return null
+  }
+}
+
+const fetchLinks = async () => {
+  if (!props.objectApiName || !props.recordId) return
+  loading.value = true
+  error.value = null
+  try {
+    const params =
+      activeTab.value === 'all'
+        ? undefined
+        : { status: activeTab.value }
+    const data = await api.get(`/knowledge/semantic/links/${props.objectApiName}/${props.recordId}`, {
+      params,
+    })
+    links.value = Array.isArray(data) ? data : []
+  } catch (e: any) {
+    error.value = e.message || 'Failed to load semantic links'
+  } finally {
+    loading.value = false
+  }
+}
+
+const reviewLink = async (id: string, status: 'approved' | 'rejected' | 'dismissed') => {
+  try {
+    await api.patch(`/knowledge/semantic/links/${id}/review`, { status })
+    await fetchLinks()
+  } catch (e: any) {
+    error.value = e.message || 'Failed to update link'
+  }
+}
+
+const canApprove = (status: string) => status !== 'approved'
+const canReject = (status: string) => status !== 'rejected'
+const canDismiss = (status: string) => status !== 'dismissed'
+
+watch(
+  () => [props.objectApiName, props.recordId, activeTab.value],
+  () => {
+    fetchLinks()
+  },
+  { immediate: true },
+)
+</script>
+
+<template>
+  <Card>
+    <CardHeader class="flex flex-row items-center justify-between">
+      <CardTitle>Semantic Links</CardTitle>
+      <Button variant="ghost" size="sm" @click="fetchLinks">Refresh</Button>
+    </CardHeader>
+    <CardContent class="space-y-4">
+      <Tabs v-model="activeTab" class="space-y-4">
+        <TabsList>
+          <TabsTrigger value="suggested">Suggested</TabsTrigger>
+          <TabsTrigger value="approved">Approved</TabsTrigger>
+          <TabsTrigger value="rejected">Rejected</TabsTrigger>
+          <TabsTrigger value="dismissed">Dismissed</TabsTrigger>
+          <TabsTrigger value="all">All</TabsTrigger>
+        </TabsList>
+
+        <TabsContent :value="activeTab" class="space-y-4">
+          <div v-if="loading" class="text-sm text-muted-foreground">
+            Loading links...
+          </div>
+          <div v-else-if="error" class="text-sm text-destructive">
+            {{ error }}
+          </div>
+          <div v-else-if="links.length === 0" class="text-sm text-muted-foreground">
+            No links found.
+          </div>
+          <div v-else class="space-y-4">
+            <div
+              v-for="link in links"
+              :key="link.id"
+              class="rounded-lg border p-4 space-y-3"
+            >
+              <div class="flex flex-wrap items-center justify-between gap-2">
+                <div class="text-sm font-medium">
+                  {{ getOtherSide(link).entityLabel || getOtherSide(link).entityType }} ·
+                  {{ getOtherSide(link).entityName || getOtherSide(link).entityId }}
+                </div>
+                <div class="text-xs text-muted-foreground">
+                  {{ formatLinkType(link.link_type) }} • {{ link.origin }} • {{ formatConfidence(link.confidence) }}
+                </div>
+              </div>
+
+              <div class="text-xs text-muted-foreground">
+                Status: <span class="font-medium text-foreground">{{ link.status }}</span>
+                <span v-if="link.updated_at" class="ml-2">Updated: {{ formatDate(link.updated_at) }}</span>
+              </div>
+
+              <p v-if="link.reason" class="text-sm">{{ link.reason }}</p>
+
+              <div v-if="parseEvidence(link.evidence)" class="text-xs text-muted-foreground space-y-2">
+                <Separator />
+                <div>
+                  <div class="font-medium text-foreground">Evidence</div>
+                  <p v-if="parseEvidence(link.evidence)?.explanation" class="mt-1 text-foreground">
+                    {{ parseEvidence(link.evidence).explanation }}
+                  </p>
+                  <div v-if="parseEvidence(link.evidence)?.matchedSignals?.length" class="mt-2">
+                    <div>Matched context:</div>
+                    <ul class="list-disc pl-4">
+                      <li
+                        v-for="(signal, idx) in parseEvidence(link.evidence).matchedSignals"
+                        :key="idx"
+                      >
+                        {{ signal }}
+                      </li>
+                    </ul>
+                  </div>
+                  <div v-if="parseEvidence(link.evidence)?.matchedChunks?.length" class="mt-2">
+                    <div>Matched excerpts:</div>
+                    <ul class="list-disc pl-4">
+                      <li
+                        v-for="(match, idx) in parseEvidence(link.evidence).matchedChunks"
+                        :key="idx"
+                      >
+                        {{ match.sourceKind }}: {{ match.text }}
+                      </li>
+                    </ul>
+                  </div>
+                </div>
+              </div>
+
+              <div class="flex items-center gap-2">
+                <Button
+                  size="sm"
+                  variant="outline"
+                  @click="reviewLink(link.id, 'approved')"
+                  :disabled="!canApprove(link.status)"
+                >
+                  Approve
+                </Button>
+                <Button
+                  size="sm"
+                  variant="outline"
+                  @click="reviewLink(link.id, 'rejected')"
+                  :disabled="!canReject(link.status)"
+                >
+                  Reject
+                </Button>
+                <Button
+                  size="sm"
+                  variant="outline"
+                  @click="reviewLink(link.id, 'dismissed')"
+                  :disabled="!canDismiss(link.status)"
+                >
+                  Dismiss
+                </Button>
+              </div>
+            </div>
+          </div>
+        </TabsContent>
+      </Tabs>
+    </CardContent>
+  </Card>
+</template>

frontend/components/ui/dropdown-menu/DropdownMenuSeparator.vue

@@ -0,0 +1,16 @@
+<script setup lang="ts">
+import { DropdownMenuSeparator, type DropdownMenuSeparatorProps, useForwardProps } from 'reka-ui'
+import type { HTMLAttributes } from 'vue'
+import { cn } from '@/lib/utils'
+
+const props = defineProps<DropdownMenuSeparatorProps & { class?: HTMLAttributes['class'] }>()
+
+const forwarded = useForwardProps(props)
+</script>
+
+<template>
+  <DropdownMenuSeparator
+    v-bind="forwarded"
+    :class="cn('-mx-1 my-1 h-px bg-muted', props.class)"
+  />
+</template>

frontend/components/ui/dropdown-menu/index.ts

@@ -2,3 +2,4 @@ export { default as DropdownMenu } from './DropdownMenu.vue'
 export { default as DropdownMenuTrigger } from './DropdownMenuTrigger.vue'
 export { default as DropdownMenuContent } from './DropdownMenuContent.vue'
 export { default as DropdownMenuItem } from './DropdownMenuItem.vue'
+export { default as DropdownMenuSeparator } from './DropdownMenuSeparator.vue'

frontend/components/views/DetailView.vue

@@ -5,6 +5,8 @@ import { Button } from '@/components/ui/button'
 import { Separator } from '@/components/ui/separator'
 import FieldRenderer from '@/components/fields/FieldRenderer.vue'
 import RelatedList from '@/components/RelatedList.vue'
+import RecordCommentsPanel from '@/components/knowledge/RecordCommentsPanel.vue'
+import SemanticLinksPanel from '@/components/knowledge/SemanticLinksPanel.vue'
 import { DetailViewConfig, ViewMode, FieldSection, FieldConfig, RelatedListConfig } from '@/types/field-types'
 import { Edit, Trash2, ArrowLeft } from 'lucide-vue-next'
 import {
@@ -167,6 +169,18 @@ const getFieldsBySection = (section: FieldSection) => {
         @create="(objectApiName, parentId) => emit('createRelated', objectApiName, parentId)"
       />
     </div>
+
+    <!-- Knowledge Panels -->
+    <div v-if="data?.id && config?.objectApiName" class="space-y-6">
+      <RecordCommentsPanel
+        :object-api-name="config.objectApiName"
+        :record-id="data.id"
+      />
+      <SemanticLinksPanel
+        :object-api-name="config.objectApiName"
+        :record-id="data.id"
+      />
+    </div>
   </div>
 </template>
 

frontend/components/views/DetailViewEnhanced.vue

@@ -7,6 +7,8 @@ import FieldRenderer from '@/components/fields/FieldRenderer.vue'
 import PageLayoutRenderer from '@/components/PageLayoutRenderer.vue'
 import RelatedList from '@/components/RelatedList.vue'
 import RecordSharing from '@/components/RecordSharing.vue'
+import RecordCommentsPanel from '@/components/knowledge/RecordCommentsPanel.vue'
+import SemanticLinksPanel from '@/components/knowledge/SemanticLinksPanel.vue'
 import { DetailViewConfig, ViewMode, FieldSection, FieldConfig, RelatedListConfig } from '@/types/field-types'
 import { Edit, Trash2, ArrowLeft } from 'lucide-vue-next'
 import {
@@ -170,6 +172,9 @@ const visibleRelatedLists = computed<RelatedListConfig[]>(() => {
         <TabsTrigger v-if="showSharing && data.id" value="sharing">
           Sharing
         </TabsTrigger>
+        <TabsTrigger v-if="data.id && config.objectApiName" value="knowledge">
+          Knowledge
+        </TabsTrigger>
       </TabsList>
 
       <!-- Details Tab -->
@@ -277,6 +282,20 @@ const visibleRelatedLists = computed<RelatedListConfig[]>(() => {
           </CardContent>
         </Card>
       </TabsContent>
+
+      <!-- Knowledge Tab -->
+      <TabsContent value="knowledge" class="space-y-6">
+        <RecordCommentsPanel
+          v-if="data.id && config.objectApiName"
+          :object-api-name="config.objectApiName"
+          :record-id="data.id"
+        />
+        <SemanticLinksPanel
+          v-if="data.id && config.objectApiName"
+          :object-api-name="config.objectApiName"
+          :record-id="data.id"
+        />
+      </TabsContent>
     </Tabs>
   </div>
 </template>

frontend/components/views/ListView.vue

@@ -1,5 +1,9 @@
 <script setup lang="ts">
 import { ref, computed, watch } from 'vue'
+import type { CellValueChangedEvent, ColDef, GridApi, GridReadyEvent } from 'ag-grid-community'
+import { AgGridVue } from 'ag-grid-vue3'
+import 'ag-grid-community/styles/ag-grid.css'
+import 'ag-grid-community/styles/ag-theme-alpine.css'
 import {
   Table,
   TableBody,
@@ -13,9 +17,17 @@ import { Input } from '@/components/ui/input'
 import { Badge } from '@/components/ui/badge'
 import { Checkbox } from '@/components/ui/checkbox'
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@/components/ui/select'
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from '@/components/ui/dropdown-menu'
 import FieldRenderer from '@/components/fields/FieldRenderer.vue'
-import { ListViewConfig, ViewMode, FieldType } from '@/types/field-types'
-import { ChevronDown, ChevronUp, Search, Plus, Download, Trash2, Edit } from 'lucide-vue-next'
+import { ListViewConfig, ViewMode, FieldType, FieldConfig } from '@/types/field-types'
+import { ChevronDown, ChevronUp, Search, Plus, Download, Trash2, Edit, Bookmark, BookmarkPlus, Settings2 } from 'lucide-vue-next'
+import type { SavedView } from '@/composables/useSavedViews'
 
 interface Props {
   config: ListViewConfig
@@ -25,6 +37,14 @@ interface Props {
   baseUrl?: string
   totalCount?: number
   searchSummary?: string
+  draftEdits?: Record<string, Record<string, any>>
+  cellErrors?: Record<string, Record<string, string | boolean>>
+  savingDrafts?: boolean
+  // Saved views
+  savedViews?: SavedView[]
+  activeViewId?: string | null
+  currentSearchPlan?: { strategy: string; filters: any[]; sort: any; explanation: string } | null
+  savingView?: boolean
 }
 
 const props = withDefaults(defineProps<Props>(), {
@@ -33,6 +53,13 @@ const props = withDefaults(defineProps<Props>(), {
   selectable: false,
   baseUrl: '/runtime/objects',
   searchSummary: '',
+  draftEdits: () => ({}),
+  cellErrors: () => ({}),
+  savingDrafts: false,
+  savedViews: () => [],
+  activeViewId: null,
+  currentSearchPlan: null,
+  savingView: false,
 })
 
 const emit = defineEmits<{
@@ -47,6 +74,14 @@ const emit = defineEmits<{
   'refresh': []
   'page-change': [page: number, pageSize: number]
   'load-more': [page: number, pageSize: number]
+  'view-change': [mode: 'list' | 'spreadsheet']
+  'cell-edit': [payload: { row: any; field: FieldConfig; newValue: any; oldValue: any }]
+  'save-drafts': []
+  'discard-drafts': []
+  // Saved views
+  'apply-view': [view: SavedView]
+  'save-view': []
+  'open-view-manager': []
 }>()
 
 // State
@@ -57,6 +92,8 @@ const sortField = ref<string>('')
 const sortDirection = ref<'asc' | 'desc'>('asc')
 const currentPage = ref(1)
 const bulkAction = ref('delete')
+const viewMode = ref<'list' | 'spreadsheet'>('list')
+const gridApi = ref<GridApi | null>(null)
 
 // Computed
 const visibleFields = computed(() => 
@@ -87,7 +124,7 @@ const paginatedData = computed(() => {
 })
 const pageStart = computed(() => (props.data.length === 0 ? 0 : startIndex.value + 1))
 const pageEnd = computed(() => Math.min(startIndex.value + paginatedData.value.length, totalRecords.value))
-const showPagination = computed(() => totalRecords.value > pageSize.value)
+const showPagination = computed(() => viewMode.value === 'list' && totalRecords.value > pageSize.value)
 const canGoPrev = computed(() => currentPage.value > 1)
 const canGoNext = computed(() => currentPage.value < availablePages.value)
 const showLoadMore = computed(() => (
@@ -95,6 +132,8 @@ const showLoadMore = computed(() => (
   Boolean(props.totalCount) &&
   props.data.length < totalRecords.value
 ))
+const draftRowCount = computed(() => Object.keys(props.draftEdits).length)
+const draftCellCount = computed(() => Object.values(props.draftEdits).reduce((sum, row) => sum + Object.keys(row).length, 0))
 
 const allSelected = computed({
   get: () => props.data.length > 0 && selectedRowIds.value.length === props.data.length,
@@ -159,6 +198,154 @@ const handleBulkAction = () => {
   emit('action', bulkAction.value, getSelectedRows())
 }
 
+const isEditableField = (field: FieldConfig) =>
+  field.showOnEdit !== false &&
+  !field.isReadOnly &&
+  ![FieldType.BELONGS_TO, FieldType.HAS_MANY, FieldType.MANY_TO_MANY].includes(field.type)
+
+const getRelationPropertyName = (apiName: string) => apiName.replace(/Id$/, '').toLowerCase()
+
+const formatFieldValue = (field: FieldConfig, value: any, record?: any) => {
+  if (value === null || value === undefined) return ''
+  switch (field.type) {
+    case FieldType.BELONGS_TO: {
+      const relationPropertyName = getRelationPropertyName(field.apiName)
+      const relatedObject = record?.[relationPropertyName]
+      if (relatedObject && typeof relatedObject === 'object') {
+        const displayField = field.relationDisplayField || 'name'
+        return relatedObject[displayField] || relatedObject.id || value
+      }
+      return value
+    }
+    case FieldType.DATE: {
+      const date = value instanceof Date ? value : new Date(value)
+      return Number.isNaN(date.getTime())
+        ? String(value)
+        : date.toLocaleDateString(undefined, { year: 'numeric', month: '2-digit', day: '2-digit' })
+    }
+    case FieldType.DATETIME: {
+      const date = value instanceof Date ? value : new Date(value)
+      return Number.isNaN(date.getTime())
+        ? String(value)
+        : date.toLocaleString(undefined, {
+            year: 'numeric',
+            month: '2-digit',
+            day: '2-digit',
+            hour: '2-digit',
+            minute: '2-digit',
+            second: '2-digit',
+            hour12: false,
+          })
+    }
+    case FieldType.BOOLEAN:
+      return value ? 'Yes' : 'No'
+    case FieldType.CURRENCY:
+      return `${field.prefix || '$'}${Number(value).toFixed(2)}${field.suffix || ''}`
+    case FieldType.SELECT: {
+      const option = field.options?.find(opt => opt.value === value)
+      return option?.label || value
+    }
+    case FieldType.MULTI_SELECT:
+      return Array.isArray(value)
+        ? value
+            .map(v => field.options?.find(opt => opt.value === v)?.label || v)
+            .join(', ')
+        : ''
+    default:
+      return String(value)
+  }
+}
+
+const hasOwnProperty = (target: Record<string, any> | undefined, key: string) =>
+  !!target && Object.prototype.hasOwnProperty.call(target, key)
+
+const isDraftCell = (params: any) => {
+  const rowId = normalizeId(params?.data?.id)
+  const field = String(params?.colDef?.field || '')
+  return hasOwnProperty(props.draftEdits[rowId], field)
+}
+
+const isErrorCell = (params: any) => {
+  const rowId = normalizeId(params?.data?.id)
+  const field = String(params?.colDef?.field || '')
+  return hasOwnProperty(props.cellErrors[rowId], field)
+}
+
+const getCellClasses = (params: any) => {
+  const classes: string[] = []
+  if (isDraftCell(params)) classes.push('cell-draft')
+  if (isErrorCell(params)) classes.push('cell-error')
+  return classes
+}
+
+const getCellStyle = (params: any) => {
+  const isDraft = isDraftCell(params)
+  const isError = isErrorCell(params)
+  if (!isDraft && !isError) return null
+  const style: Record<string, string> = {}
+  if (isDraft) {
+    style.backgroundColor = 'hsl(var(--accent) / 0.45)'
+    style.outline = '2px solid hsl(var(--accent))'
+    style.outlineOffset = '-2px'
+  }
+  if (isError) {
+    style.backgroundColor = 'hsl(var(--destructive) / 0.28)'
+    style.outline = '2px solid hsl(var(--destructive))'
+    style.outlineOffset = '-2px'
+  }
+  return style
+}
+
+const columnDefs = computed<ColDef[]>(() =>
+  visibleFields.value.map(field => ({
+    field: field.apiName,
+    headerName: field.label,
+    sortable: field.sortable !== false,
+    editable: isEditableField(field),
+    valueFormatter: params => formatFieldValue(field, params.value, params.data),
+    cellClass: params => getCellClasses(params),
+    cellStyle: params => getCellStyle(params),
+    cellEditor:
+      field.type === FieldType.SELECT
+        ? 'agSelectCellEditor'
+        : field.type === FieldType.MULTI_SELECT
+          ? 'agTextCellEditor'
+          : field.type === FieldType.NUMBER || field.type === FieldType.CURRENCY
+            ? 'agTextCellEditor'
+            : undefined,
+    cellEditorParams:
+      field.type === FieldType.SELECT
+        ? { values: (field.options || []).map(opt => opt.value) }
+        : undefined,
+    valueParser:
+      field.type === FieldType.NUMBER || field.type === FieldType.CURRENCY
+        ? params => (params.newValue === '' ? null : Number(params.newValue))
+        : undefined,
+    flex: 1,
+    minWidth: 160,
+  }))
+)
+
+const defaultColDef: ColDef = {
+  resizable: true,
+  sortable: true,
+}
+
+const handleCellValueChanged = (event: CellValueChangedEvent) => {
+  const field = visibleFields.value.find(item => item.apiName === event.colDef.field)
+  if (!field || event.newValue === event.oldValue) return
+  emit('cell-edit', {
+    row: event.data,
+    field,
+    newValue: event.newValue,
+    oldValue: event.oldValue,
+  })
+}
+
+const handleGridReady = (event: GridReadyEvent) => {
+  gridApi.value = event.api
+}
+
 const goToPage = (page: number) => {
   const nextPage = Math.min(Math.max(page, 1), availablePages.value)
   if (nextPage !== currentPage.value) {
@@ -193,6 +380,23 @@ watch(
   },
   { deep: true }
 )
+
+watch(
+  () => viewMode.value,
+  (mode) => {
+    emit('view-change', mode)
+  }
+)
+
+watch(
+  () => [props.draftEdits, props.cellErrors],
+  () => {
+    if (gridApi.value) {
+      gridApi.value.refreshCells({ force: true })
+    }
+  },
+  { deep: true }
+)
 </script>
 
 <template>
@@ -216,6 +420,95 @@ watch(
       </div>
 
       <div class="flex items-center gap-2">
+        <!-- Saved Views dropdown + cog -->
+        <div class="flex items-center gap-1">
+          <DropdownMenu>
+            <DropdownMenuTrigger as-child>
+              <Button variant="outline" size="sm" class="gap-2">
+                <Bookmark class="h-4 w-4" />
+                <span class="max-w-[120px] truncate">
+                  {{ savedViews.find(v => v.id === activeViewId)?.name || 'Views' }}
+                </span>
+                <ChevronDown class="h-3 w-3 opacity-60" />
+              </Button>
+            </DropdownMenuTrigger>
+            <DropdownMenuContent align="start" class="w-56">
+              <DropdownMenuItem
+                v-if="savedViews.length === 0"
+                disabled
+                class="text-muted-foreground"
+              >
+                No saved views yet
+              </DropdownMenuItem>
+              <DropdownMenuItem
+                v-for="view in savedViews"
+                :key="view.id"
+                :class="{ 'font-medium': view.id === activeViewId }"
+                @click="emit('apply-view', view)"
+              >
+                <span class="flex-1 truncate">{{ view.name }}</span>
+                <Badge v-if="view.isShared" variant="secondary" class="ml-2 text-[10px] px-1.5 py-0">Shared</Badge>
+              </DropdownMenuItem>
+              <DropdownMenuSeparator v-if="savedViews.length > 0" />
+              <DropdownMenuItem @click="emit('open-view-manager')">
+                Manage views…
+              </DropdownMenuItem>
+            </DropdownMenuContent>
+          </DropdownMenu>
+
+          <Button
+            variant="ghost"
+            size="icon"
+            class="h-8 w-8"
+            title="Manage saved views"
+            @click="emit('open-view-manager')"
+          >
+            <Settings2 class="h-4 w-4" />
+          </Button>
+        </div>
+
+        <!-- Save current search as a view (only for query strategy) -->
+        <Button
+          v-if="currentSearchPlan?.strategy === 'query'"
+          variant="outline"
+          size="sm"
+          :disabled="savingView"
+          class="gap-2"
+          @click="emit('save-view')"
+        >
+          <BookmarkPlus class="h-4 w-4" />
+          Save view
+        </Button>
+
+        <Select v-model="viewMode">
+          <SelectTrigger class="h-8 w-[180px]">
+            <SelectValue placeholder="Select view" />
+          </SelectTrigger>
+          <SelectContent>
+            <SelectItem value="list">List view</SelectItem>
+            <SelectItem value="spreadsheet">Spreadsheet view</SelectItem>
+          </SelectContent>
+        </Select>
+        <template v-if="viewMode === 'spreadsheet'">
+          <Badge v-if="draftRowCount > 0" variant="secondary" class="px-3 py-1">
+            {{ draftCellCount }} change{{ draftCellCount === 1 ? '' : 's' }}
+          </Badge>
+          <Button
+            variant="outline"
+            size="sm"
+            :disabled="draftRowCount === 0 || savingDrafts"
+            @click="emit('discard-drafts')"
+          >
+            Discard changes
+          </Button>
+          <Button
+            size="sm"
+            :disabled="draftRowCount === 0 || savingDrafts"
+            @click="emit('save-drafts')"
+          >
+            Save changes ({{ draftRowCount }})
+          </Button>
+        </template>
         <!-- Bulk Actions -->
         <template v-if="selectedRowIds.length > 0">
           <Badge variant="secondary" class="px-3 py-1">
@@ -264,7 +557,7 @@ watch(
 
     <!-- Table -->
     <div class="border rounded-lg">
-      <Table>
+      <Table v-if="viewMode === 'list'">
         <TableHeader>
           <TableRow>
             <TableHead v-if="selectable" class="w-12">
@@ -338,6 +631,19 @@ watch(
           </TableRow>
         </TableBody>
       </Table>
+      <div v-else class="ag-theme-alpine">
+        <AgGridVue
+          :row-data="data"
+          :column-defs="columnDefs"
+          :default-col-def="defaultColDef"
+          dom-layout="autoHeight"
+          row-selection="multiple"
+          suppress-row-click-selection
+          single-click-edit
+          @cell-value-changed="handleCellValueChanged"
+          @grid-ready="handleGridReady"
+        />
+      </div>
     </div>
 
     <div v-if="showPagination" class="flex flex-wrap items-center justify-between gap-3 text-sm text-muted-foreground">
@@ -375,4 +681,5 @@ watch(
 .list-view :deep(input) {
   background-color: hsl(var(--background));
 }
+
 </style>

frontend/composables/useApi.ts

@@ -1,40 +1,25 @@
 export const useApi = () => {
-  const config = useRuntimeConfig()
   const router = useRouter()
   const { toast } = useToast()
   const { isLoggedIn, logout } = useAuth()
 
-  // Use current domain for API calls (same subdomain routing)
+  /**
+   * API calls now go through the Nitro BFF proxy at /api/*
+   * The proxy handles:
+   * - Auth token injection from HTTP-only cookies
+   * - Tenant subdomain extraction and forwarding
+   * - Forwarding requests to the NestJS backend
+   */
   const getApiBaseUrl = () => {
-    if (import.meta.client) {
-      // In browser, use current hostname but with port 3000 for API
-      const currentHost = window.location.hostname
-      const protocol = window.location.protocol
-      //return `${protocol}//${currentHost}:3000`
-      return `${protocol}//${currentHost}`
-    }
-    // Fallback for SSR
-    return config.public.apiBaseUrl
+    // All API calls go through Nitro proxy - works for both SSR and client
+    return ''
   }
 
   const getHeaders = () => {
+    // Headers are now minimal - auth and tenant are handled by the Nitro proxy
     const headers: Record<string, string> = {
       'Content-Type': 'application/json',
     }
-
-    // Add tenant ID from localStorage or state
-    if (import.meta.client) {
-      const tenantId = localStorage.getItem('tenantId')
-      if (tenantId) {
-        headers['x-tenant-id'] = tenantId
-      }
-
-      const token = localStorage.getItem('token')
-      if (token) {
-        headers['Authorization'] = `Bearer ${token}`
-      }
-    }
-
     return headers
   }
 

frontend/composables/useAuth.ts

@@ -1,43 +1,70 @@
+/**
+ * Authentication composable using BFF (Backend for Frontend) pattern
+ * Auth tokens are stored in HTTP-only cookies managed by Nitro server
+ * Tenant context is stored in a readable cookie for client-side access
+ */
 export const useAuth = () => {
-  const tokenCookie = useCookie('token')
   const authMessageCookie = useCookie('authMessage')
+  const tenantCookie = useCookie('routebox_tenant')
   const router = useRouter()
-  const config = useRuntimeConfig()
   
+  // Reactive user state - populated from /api/auth/me
+  const user = useState<any>('auth_user', () => null)
+  const isAuthenticated = useState<boolean>('auth_is_authenticated', () => false)
+  const isLoading = useState<boolean>('auth_is_loading', () => false)
+
+  /**
+   * Check if user is logged in
+   * Uses server-side session validation via /api/auth/me
+   */
   const isLoggedIn = () => {
-    if (!import.meta.client) return false
-    const token = localStorage.getItem('token')
-    const tenantId = localStorage.getItem('tenantId')
-    return !!(token && tenantId)
+    return isAuthenticated.value
   }
 
-  const logout = async () => {
-    if (import.meta.client) {
-      // Call backend logout endpoint
+  /**
+   * Login with email and password
+   * Calls the Nitro BFF login endpoint which sets HTTP-only cookies
+   */
+  const login = async (email: string, password: string) => {
+    isLoading.value = true
+    
     try {
-        const token = localStorage.getItem('token')
-        const tenantId = localStorage.getItem('tenantId')
-        
-        if (token) {
-          await fetch(`${config.public.apiBaseUrl}/api/auth/logout`, {
+      const response = await $fetch('/api/auth/login', {
         method: 'POST',
-            headers: {
-              'Authorization': `Bearer ${token}`,
-              ...(tenantId && { 'x-tenant-id': tenantId }),
-            },
+        body: { email, password },
       })
+      
+      if (response.success) {
+        user.value = response.user
+        isAuthenticated.value = true
+        return { success: true, user: response.user }
       }
+      
+      return { success: false, error: 'Login failed' }
+    } catch (error: any) {
+      const message = error.data?.message || error.message || 'Login failed'
+      return { success: false, error: message }
+    } finally {
+      isLoading.value = false
+    }
+  }
+
+  /**
+   * Logout user
+   * Calls the Nitro BFF logout endpoint which clears HTTP-only cookies
+   */
+  const logout = async () => {
+    try {
+      await $fetch('/api/auth/logout', {
+        method: 'POST',
+      })
     } catch (error) {
       console.error('Logout error:', error)
     }
     
-      // Clear local storage
-      localStorage.removeItem('token')
-      localStorage.removeItem('tenantId')
-      localStorage.removeItem('user')
-      
-      // Clear cookie for server-side check
-      tokenCookie.value = null
+    // Clear local state
+    user.value = null
+    isAuthenticated.value = false
     
     // Set flash message for login page
     authMessageCookie.value = 'Logged out successfully'
@@ -45,17 +72,60 @@ export const useAuth = () => {
     // Redirect to login page
     router.push('/login')
   }
+
+  /**
+   * Check current authentication status
+   * Validates session with backend via Nitro BFF
+   */
+  const checkAuth = async () => {
+    isLoading.value = true
+    
+    try {
+      const response = await $fetch('/api/auth/me', {
+        method: 'GET',
+      })
+      
+      if (response.authenticated && response.user) {
+        user.value = response.user
+        isAuthenticated.value = true
+        return true
+      }
+    } catch (error) {
+      // Session invalid or expired
+      user.value = null
+      isAuthenticated.value = false
+    } finally {
+      isLoading.value = false
     }
     
+    return false
+  }
+
+  /**
+   * Get current user
+   */
   const getUser = () => {
-    if (!import.meta.client) return null
-    const userStr = localStorage.getItem('user')
-    return userStr ? JSON.parse(userStr) : null
+    return user.value
+  }
+
+  /**
+   * Get current tenant ID from cookie
+   */
+  const getTenantId = () => {
+    return tenantCookie.value
   }
 
   return {
+    // State
+    user,
+    isAuthenticated,
+    isLoading,
+    // Methods
     isLoggedIn,
+    login,
     logout,
+    checkAuth,
     getUser,
+    getTenantId,
   }
 }