Final review pass before taking the AI agent branch live.
Knowledge base:
- Text not wrapped in a block tag was never collected, so prose around a
table or list never reached the index. The assistant answered "no
relevant information" for questions the snippet covered.
- Blocks over the token limit were truncated and the remainder dropped. They
are split into several chunks now.
- Trimming an oversized block ran one rune at a time and re-tokenized the
whole string each step. A large table took minutes. It uses a binary
search now.
- Overlap text was not escaped, so a sentence containing markup swallowed
the rest of the chunk.
- SVG and template text no longer reaches the index.
AI agent:
- Verification codes are capped per address and per conversation. The cap
was per conversation only, so a customer correcting a mistyped email was
told to check an inbox that never got a code.
- Livechat verification sends synchronously. A queued send returned nil even
when SMTP failed, so a failure counted as a sent code.
- Queued jobs drain on shutdown and hand off to a human instead of being
dropped with no reply.
- Deleting an assistant no longer moves resolved and closed conversations
into the fallback team.
- Image decode is capped at 25 MP. The old bound allowed a 400 MB decode per
attachment.
Auth and admin:
- A blank OIDC client secret no longer overwrites the stored one. Blank id
or secret is rejected instead.
- OIDC token exchange uses the SSRF guarded client with a timeout.
- Renaming a tool auth header no longer attaches the secret of whichever row
now sits at that position.
- Clearing embedding dimensions no longer refills 1536 on the next load,
which pushed a wrong value to the provider on the next save.
- Copilot conversation lookups filter by access before capping at 10.
When the agent built conversation history and mined FAQs, it used the
raw message text, which included the full quoted reply chain from every
email. That wasted tokens and confused the model with old back-and-forth.
Add emailquote.go to strip quoted blocks. HTML messages get their quote
containers pruned (gmail, yahoo, protonmail, outlook markers, and
blockquotes); plain text gets trailing ">" lines and "On ... wrote:" /
"Original Message" markers trimmed. If stripping leaves nothing (a
quote-only reply or forward), we fall back to the full text so the
message is not dropped. Add the matching protonmail_quote selector to
the frontend hide-quoted-text styles so the two stay in sync.
Also fix knowledge base chunking: plain text with no block structure was
kept as one chunk and could overflow the model limit. It now packs into
size-bound pieces on sentence boundaries, and oversized atomic blocks are
flushed and truncated on their own so they can never sneak through.
Fix a reindex race: snippet embedding runs outside the lock, so a slower
job from an older edit could commit stale vectors after a newer edit.
Split Reindex into embed (lock-free) and commit (locked), and gate the
commit with a per-snippet generation counter so only the latest edit
wins. Delete drops the counter so an in-flight job can't re-insert
vectors for a deleted snippet.
Clear the DB avatar reference before deleting the avatar media file. The
old order deleted the file first, so a failed DB update left the DB
pointing at a missing file and a broken image.
Also handle unchecked errors flagged by errcheck (tx.Rollback,
html.Render, fmt.Fprintf), guard capToTokens against a negative limit
that would panic, and stop logging the full import URL since it can
carry credentials.
Replies from the AI agent are now converted from markdown to HTML with
goldmark before queueing, so bold, links, and lists render properly in the
widget, agent app, and email. The prompt now allows simple markdown. Raw
HTML in model output is escaped by goldmark, and both frontends sanitize
on render anyway.
Other fixes bundled in:
- validate avatar type and size before creating or updating an assistant,
and roll back the assistant if the avatar upload fails after create
- return 404 from agent update and API key endpoints for AI assistant
identity users, and hide assistants from mention and SLA user pickers
- reserve the autonomous assistant's built-in tool names so custom tools
cannot shadow them
- apply resolve after the reply is posted so the CSAT survey follows the
answer instead of preceding it
- unassign the assistant on handoff even when the fallback team is the
same team
- count reopens by status category instead of status name, and exclude
CSAT messages from the turn cap
- split oversized wrapper divs into child blocks when chunking KB HTML
instead of truncating them
- return 404 when soft-deleting an already-deleted agent, and keep AI
assistants (which have no email) visible in the compact users list
Adds two agent-facing AI features: a copilot chat panel in the conversation
sidebar and a generate-reply button in the reply box. Both run an agentic
tool-calling loop whose first tool searches the knowledge base.
Snippets are chunked and embedded on save, then searched in memory with
brute-force cosine similarity (no pgvector). Providers are split into completion
and embedding types. Both are OpenAI-compatible and the API key is encrypted at
rest. Admins can also register custom HTTP tools the model can call.
A new admin AI settings page covers provider config, snippets, and tools. The
v2.6.0 migration and schema add the ai_knowledge_base, embeddings, and ai_tools
tables plus the ai_providers type column.