feat: Add isDefault field to AIAgent model and update service logic for default agent handling

Common/Models/DatabaseModels/AIAgent.ts

@@ -508,6 +508,38 @@ export default class AIAgent extends BaseModel {
   })
   public connectionStatus?: AIAgentConnectionStatus = undefined;
 
+  @ColumnAccessControl({
+    create: [
+      Permission.ProjectOwner,
+      Permission.ProjectAdmin,
+      Permission.ProjectMember,
+      Permission.CreateProjectAIAgent,
+    ],
+    read: [Permission.Public],
+    update: [
+      Permission.ProjectOwner,
+      Permission.ProjectAdmin,
+      Permission.ProjectMember,
+      Permission.EditProjectAIAgent,
+    ],
+  })
+  @TableColumn({
+    isDefaultValueColumn: true,
+    required: true,
+    type: TableColumnType.Boolean,
+    title: "Is Default",
+    description:
+      "Is this the default AI Agent for the project? When set, this agent will be used for automated tasks.",
+    defaultValue: false,
+  })
+  @Column({
+    type: ColumnType.Boolean,
+    nullable: false,
+    unique: false,
+    default: false,
+  })
+  public isDefault?: boolean = undefined;
+
   @ColumnAccessControl({
     create: [
       Permission.ProjectOwner,

Common/Server/Services/AIAgentService.ts

@@ -34,6 +34,7 @@ import { WhatsAppMessagePayload } from "../../Types/WhatsApp/WhatsAppMessage";
 import CaptureSpan from "../Utils/Telemetry/CaptureSpan";
 import { IsBillingEnabled } from "../EnvironmentConfig";
 import GlobalCache from "../Infrastructure/GlobalCache";
+import QueryHelper from "../Types/Database/QueryHelper";
 
 export class Service extends DatabaseService<Model> {
   public constructor() {
@@ -138,6 +139,29 @@ export class Service extends DatabaseService<Model> {
       createBy.data.aiAgentVersion = new Version("1.0.0");
     }
 
+    // When creating a new AI Agent, set it as default by default
+    if (createBy.data.isDefault === undefined) {
+      createBy.data.isDefault = true;
+    }
+
+    // If this agent is being set as default, unset other defaults in the same project
+    if (createBy.data.isDefault && createBy.data.projectId) {
+      await this.updateBy({
+        query: {
+          projectId: createBy.data.projectId,
+          isDefault: true,
+        },
+        data: {
+          isDefault: false,
+        },
+        props: {
+          isRoot: true,
+        },
+        limit: LIMIT_MAX,
+        skip: 0,
+      });
+    }
+
     return { createBy: createBy, carryForward: [] };
   }
 
@@ -249,6 +273,55 @@ export class Service extends DatabaseService<Model> {
       carryForward.aiAgentsToNotifyOwners = aiAgentsToNotifyOwners;
     }
 
+    // If setting isDefault to true, we need to unset other defaults in the same project
+    if (updateBy.data.isDefault === true) {
+      // Get the items being updated to find their project IDs
+      const itemsToUpdate: Array<Model> = await this.findBy({
+        query: updateBy.query,
+        select: {
+          _id: true,
+          projectId: true,
+        },
+        props: {
+          isRoot: true,
+        },
+        limit: LIMIT_MAX,
+        skip: 0,
+      });
+
+      // Collect unique project IDs
+      const projectIds: Set<string> = new Set();
+      const itemIds: Set<string> = new Set();
+      for (const item of itemsToUpdate) {
+        if (item.projectId) {
+          projectIds.add(item.projectId.toString());
+        }
+        if (item._id) {
+          itemIds.add(item._id);
+        }
+      }
+
+      // For each project, unset the default on other agents
+      for (const projectIdStr of projectIds) {
+        const projectId: ObjectID = new ObjectID(projectIdStr);
+        await this.updateBy({
+          query: {
+            projectId: projectId,
+            isDefault: true,
+            _id: QueryHelper.notInOrNull(Array.from(itemIds)),
+          },
+          data: {
+            isDefault: false,
+          },
+          props: {
+            isRoot: true,
+          },
+          limit: LIMIT_MAX,
+          skip: 0,
+        });
+      }
+    }
+
     return { updateBy: updateBy, carryForward };
   }
 
@@ -429,6 +502,63 @@ export class Service extends DatabaseService<Model> {
       `/${projectId.toString()}/settings/ai-agents/${aiAgentId.toString()}`,
     );
   }
+
+  @CaptureSpan()
+  public async getAIAgentForProject(
+    projectId: ObjectID,
+  ): Promise<Model | null> {
+    // First try to get the default AI agent for the project
+    let agent: Model | null = await this.findOneBy({
+      query: {
+        projectId: projectId,
+        isDefault: true,
+      },
+      select: {
+        _id: true,
+        name: true,
+        description: true,
+        key: true,
+        aiAgentVersion: true,
+        connectionStatus: true,
+        isGlobalAIAgent: true,
+        lastAlive: true,
+      },
+      props: {
+        isRoot: true,
+      },
+    });
+
+    if (agent) {
+      return agent;
+    }
+
+    // If no default agent, get any global AI agent
+    agent = await this.findOneBy({
+      query: {
+        projectId: QueryHelper.isNull(),
+        isGlobalAIAgent: true,
+      },
+      select: {
+        _id: true,
+        name: true,
+        description: true,
+        key: true,
+        aiAgentVersion: true,
+        connectionStatus: true,
+        isGlobalAIAgent: true,
+        lastAlive: true,
+      },
+      props: {
+        isRoot: true,
+      },
+    });
+
+    if (agent) {
+      return agent;
+    }
+
+    return null;
+  }
 }
 
 export default new Service();

Dashboard/src/Pages/Settings/AIAgentView.tsx

@@ -30,6 +30,8 @@ import Team from "Common/Models/DatabaseModels/Team";
 import ResetObjectID from "Common/UI/Components/ResetObjectID/ResetObjectID";
 import AIAgentStatusElement from "../../Components/AIAgent/AIAgentStatus";
 import CustomAIAgentDocumentation from "../../Components/AIAgent/CustomAIAgentDocumentation";
+import Pill from "Common/UI/Components/Pill/Pill";
+import { Green } from "Common/Types/BrandColors";
 
 export enum PermissionType {
   AllowPermissions = "AllowPermissions",
@@ -99,6 +101,17 @@ const AIAgentView: FunctionComponent<PageComponentProps> = (
             required: false,
             placeholder: "Upload logo",
           },
+          {
+            field: {
+              isDefault: true,
+            },
+            title: "Set as Default",
+            stepId: "more",
+            fieldType: FormFieldSchemaType.Toggle,
+            required: false,
+            description:
+              "Set this as the default AI Agent for the project. When a default is set, this agent will be used for automated tasks.",
+          },
           {
             field: {
               labels: true,
@@ -153,6 +166,19 @@ const AIAgentView: FunctionComponent<PageComponentProps> = (
               title: "AI Agent Key",
               fieldType: FieldType.HiddenText,
             },
+            {
+              field: {
+                isDefault: true,
+              },
+              title: "Default",
+              fieldType: FieldType.Boolean,
+              getElement: (item: AIAgent): ReactElement => {
+                if (item.isDefault) {
+                  return <Pill text="Default" color={Green} />;
+                }
+                return <span className="text-gray-400">-</span>;
+              },
+            },
             {
               field: {
                 labels: {

Dashboard/src/Pages/Settings/AIAgents.tsx

@@ -22,6 +22,8 @@ import React, {
   useState,
 } from "react";
 import LabelsElement from "Common/UI/Components/Label/Labels";
+import Pill from "Common/UI/Components/Pill/Pill";
+import { Green } from "Common/Types/BrandColors";
 
 const AIAgentsPage: FunctionComponent<
   PageComponentProps
@@ -180,6 +182,17 @@ const AIAgentsPage: FunctionComponent<
               required: false,
               placeholder: "Upload logo",
             },
+            {
+              field: {
+                isDefault: true,
+              },
+              title: "Set as Default",
+              stepId: "more",
+              fieldType: FormFieldSchemaType.Toggle,
+              required: false,
+              description:
+                "Set this as the default AI Agent for the project. When a default is set, this agent will be used for automated tasks.",
+            },
             {
               field: {
                 labels: true,
@@ -236,6 +249,13 @@ const AIAgentsPage: FunctionComponent<
               title: "Description",
               type: FieldType.Text,
             },
+            {
+              field: {
+                isDefault: true,
+              },
+              title: "Default",
+              type: FieldType.Boolean,
+            },
             {
               title: "Labels",
               type: FieldType.EntityArray,
@@ -285,6 +305,19 @@ const AIAgentsPage: FunctionComponent<
                 return <AIAgentStatusElement aiAgent={item} />;
               },
             },
+            {
+              field: {
+                isDefault: true,
+              },
+              title: "Default",
+              type: FieldType.Boolean,
+              getElement: (item: AIAgent): ReactElement => {
+                if (item.isDefault) {
+                  return <Pill text="Default" color={Green} />;
+                }
+                return <span className="text-gray-400">-</span>;
+              },
+            },
             {
               field: {
                 labels: {