Files
triggerdotdev--trigger.dev/.server-changes
Katia Bulatova 4569657923 feat(webapp): dashboard agent — chat, reports, investigate (#4418)
## What & why

This is the system behind the Dashboard Agent — an assistant that
answers questions about a project's runs, errors, queues, deploys and
health, and can investigate failures end to end.

The agent runs as a chat.agent task in its own Trigger project. It has
no access to the main database or ClickHouse; all platform data is read
through the public API using a delegated, read-only user token.

Everything here is behind `canAccessDashboardAgent` and inert with the
flag off. The UI that mounts the panel lands in #4529.

## Stack

`#4418` (this, base) ← `#4529` UI ← `#4525` Watch ← `#4516` storybook
gallery. The scenario/contract reference for the whole stack is
`internal-packages/dashboard-agent/GUIDEBOOK.md` (it lands on the Watch
branch): it states, per feature, what makes each thing happen and where
that is decided.

## What's inside

**Agent runtime and tools** — `internal-packages/dashboard-agent`:
prompt, tool set (API reads, TRQL query, docs, navigation,
evidence/investigations, repo source), conversation compaction, a
prompt-prefix token budget pinned by snapshot test, and sampled
LLM-judged turn evals. The package cannot import webapp server code,
which is what makes the "no DB access" claim structural rather than a
convention.

**Contracts** — `internal-packages/dashboard-agent-contracts`:
`trigger://` URIs, intents, and the block envelope every rendered card
travels in.

**Conversation store** — `internal-packages/dashboard-agent-db`: drizzle
over postgres-js in its own `trigger_dashboard_agent` Postgres schema,
plus one additive migration.

**Auth boundary** — the user-actor token gains an optional environment
claim; one guard (`userActorEnvironment.server.ts`) enforces it so
routes don't each re-derive the rule. Token minting, cap ceiling, and
the RBAC fallback path for self-hosted.

**Transport** — webapp resource routes that mint the token and proxy
each turn, and SDK-side mid-turn reconnect.

**Public API the agent reads through** — orgs, projects, environments,
runs, queue metrics, workers, a run's commit metadata, repo snapshot,
reports, and `POST /api/v1/query`.

**Reports** — the health report's layout is declared once and shared by
the card, the markdown surface and the JSON/MCP surface, so the same
report reads the same in the dashboard, the terminal and an editor.

**Block renderers** — the report and investigation cards the flows above
already emit (`app/components/dashboard-agent/`). The panel that hosts
them, and the rest of the chat UI, is #4529.

**Query safety and CSP** — see below.

## Key decisions

- **The agent is a separate Trigger project, not webapp code.** It reads
platform data over the public API with a delegated user-actor token
whose `cap` ceilings it to read scopes. No Prisma, no ClickHouse, no
webapp imports.
- **The PAT-only auth helper now refuses user-actor tokens.** This is an
intentional behavioral change: its callers consume only a bare userId
and do not enforce delegated-token capabilities. Actor-aware routes
continue through the scoped route builders instead.
- **RBAC fallback builds a delegated token's ability from its own cap**,
never the blanket ability a PAT gets (read-only when the token declares
none). Without this, the agent's read-only cap would buy a write JWT on
self-hosted.
- **Org creation checks RBAC only for user-actor tokens, and only after
the env gate**, so an install with `ORG_CREATION_API_ENABLED` off
returns 404 rather than 403, and an ordinary PAT never consults an
ability the route has no org to scope. Both orderings are pinned by
test.
- **The query path is read-only in depth.** TRQL rejects write
statements at the grammar level (they don't parse, rather than being
filtered), ClickHouse runs with `readonly=1`, and the org/project/env
filters are injected server-side from the credential — the request body
cannot widen scope. An unparseable query denies instead of falling
through to the permissive resource.
- **Document-wide img-src CSP.** Remote images are an
outbound-request/exfiltration surface, so the policy permits only
own-origin/data/blob, the required SSO avatar hosts, and the favicon
endpoint. Operators can add exact origins through CSP_IMG_SRC_ALLOWLIST;
wildcard hosts and bare schemes are intentionally not allowed.
- **The chat transport reconnects on a mid-turn EOF**
(`@trigger.dev/sdk`). A body that ends without a turn-complete is
terminal only when the server says `X-Session-Settled: true`; otherwise
the transport resubscribes from `lastEventId` with bounded backoff, and
any record re-earns the budget. Previously a closed long-poll window or
a proxy restart left the reply stuck as if still generating.
- **Conversations live in their own datastore**, schema-scoped and
foreign-key-free (it references `organizationId`/`userId` by id, because
in cloud it is a different database). It is a display read-model for the
History tab and transport resume; `chat.agent`'s object-store snapshot
remains the model's source of truth.
- **Deterministic first.** Reports and health checks contain no LLM —
they are computed from the same data the dashboard shows, and the model
only narrates and links them. That is what makes a number in an answer
auditable.

## Testing

- 63 new test files, run with `pnpm run test --filter webapp` and
per-package vitest. Heaviest coverage on the auth boundary
(`userActorPatOnlyBoundary`, `userActorTokenClaimsAndScopes`,
`contextlessPatRoutes`, `rbacFallbackBranch`), TRQL read-only, the
report layout, and the SDK reconnect.
- The agent package has a separate eval lane (`pnpm run test:evals`,
`vitest.eval.config.ts`) that hits the real model, so it never runs in
`pnpm test`.
- Live-tested against a local stack scenario by scenario; the GUIDEBOOK
lists the condition each behaviour is expected under, which is what
those runs were checked against.

## Changelog

`.server-changes/dashboard-agent.md`, plus changesets for
`@trigger.dev/core` (report schemas), `@trigger.dev/sdk` (chat
reconnect) and the CLI's `mint-token` help text.
2026-08-11 18:56:14 +02:00
..

Server Changes

This directory tracks changes to server-only components (webapp, supervisor, etc.) that are not captured by changesets. Changesets only track published npm packages — server changes would otherwise go undocumented.

When to add a file

Server-only PRs: If your PR only changes apps/webapp/, apps/supervisor/, or other server components (and does NOT change anything in packages/), add a .server-changes/ file.

Mixed PRs (both packages and server): Just add a changeset as usual. No .server-changes/ file needed — the changeset covers it.

Package-only PRs: Just add a changeset as usual.

File format

Create a markdown file with a descriptive name:

.server-changes/fix-batch-queue-stalls.md

With this format:

---
area: webapp
type: fix
---

Speed up batch queue processing by removing stalls and fixing retry race

Fields

  • area (required): webapp | supervisor
  • type (required): feature | fix | improvement | breaking

Description

The body text (below the frontmatter) is a one-line description of the change. Keep it concise — it will appear in release notes.

Writing guidance

These entries are public-facing - they ship verbatim in user-visible release notes. A few rules to keep them clean:

  • Write for the user, not the reviewer. Lead with what the user notices or has to do. If a reader who doesn't know the codebase can't tell what changed for them, rewrite it.
  • One sentence is usually enough. The body is the bullet in the changelog. If you need a paragraph, you're probably describing the implementation rather than the change.
  • Describe behavior, not implementation. Skip internal scopes, middleware names, library specifics, framework internals. Users care about what's different for them, not how it's wired.
  • Never name internal tools or infra. Observability stacks, internal services, infra components, monitoring backends, CI surfaces, AWS specifics - none of these belong in user-facing notes.

Before / after:

  • "The image verification step now parses the manifest's layer media types and returns a new result the finalizer rejects." (describes the wiring; a user can't act on it)
  • "Deploying with an outdated CLI could produce an image that fails to start on every run. These deploys are now stopped before going live, with a message asking you to upgrade the CLI and re-deploy." (what the user sees and does)

Lifecycle

  1. Engineer adds a .server-changes/ file in their PR
  2. Files accumulate on main as PRs merge
  3. The changeset release PR includes these in its summary
  4. After the release merges, CI cleans up the consumed files

Examples

New feature:

---
area: webapp
type: feature
---

TRQL query language and the Query page

Bug fix:

---
area: webapp
type: fix
---

Fix schedule limit counting for orgs with custom limits

Improvement:

---
area: webapp
type: improvement
---

Use the replica for API auth queries to reduce primary load