feat(core): add ai workspace all docs switch (#13345)

Close [AI-397](https://linear.app/affine-design/issue/AI-397)

<img width="272" height="186" alt="截屏2025-07-29 11 54 20"
src="https://github.com/user-attachments/assets/e171fb57-66cf-4244-894d-c27b18cbe83a"
/>


<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

* **New Features**
* Introduced an AI tools configuration service, allowing users to
customize AI tool usage (e.g., workspace search, reading docs) in chat
and AI features.
* Added a toggle in chat preferences for enabling or disabling
workspace-wide document search.
* AI chat components now respect user-configured tool settings across
chat, retry, and playground scenarios.

* **Improvements**
* Enhanced chat and AI interfaces to propagate and honor user tool
configuration throughout the frontend and backend.
* Made draft and tool configuration services optional and safely handled
their absence in chat components.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

packages/backend/server/src/plugins/copilot/controller.ts

@@ -56,7 +56,7 @@ import { StreamObjectParser } from './providers/utils';
 import { ChatSession, ChatSessionService } from './session';
 import { CopilotStorage } from './storage';
 import { ChatMessage, ChatQuerySchema } from './types';
-import { getSignal } from './utils';
+import { getSignal, getTools } from './utils';
 import { CopilotWorkflowService, GraphExecutorState } from './workflow';
 
 export interface ChatEvent {
@@ -244,7 +244,8 @@ export class CopilotController implements BeforeApplicationShutdown {
       info.finalMessage = finalMessage.filter(m => m.role !== 'system');
       metrics.ai.counter('chat_calls').add(1, { model });
 
-      const { reasoning, webSearch } = ChatQuerySchema.parse(query);
+      const { reasoning, webSearch, toolsConfig } =
+        ChatQuerySchema.parse(query);
       const content = await provider.text({ modelId: model }, finalMessage, {
         ...session.config.promptConfig,
         signal: getSignal(req).signal,
@@ -253,6 +254,7 @@ export class CopilotController implements BeforeApplicationShutdown {
         workspace: session.config.workspaceId,
         reasoning,
         webSearch,
+        tools: getTools(session.config.promptConfig?.tools, toolsConfig),
       });
 
       session.push({
@@ -306,7 +308,8 @@ export class CopilotController implements BeforeApplicationShutdown {
         }
       });
 
-      const { messageId, reasoning, webSearch } = ChatQuerySchema.parse(query);
+      const { messageId, reasoning, webSearch, toolsConfig } =
+        ChatQuerySchema.parse(query);
 
       const source$ = from(
         provider.streamText({ modelId: model }, finalMessage, {
@@ -317,6 +320,7 @@ export class CopilotController implements BeforeApplicationShutdown {
           workspace: session.config.workspaceId,
           reasoning,
           webSearch,
+          tools: getTools(session.config.promptConfig?.tools, toolsConfig),
         })
       ).pipe(
         connect(shared$ =>
@@ -398,7 +402,8 @@ export class CopilotController implements BeforeApplicationShutdown {
         }
       });
 
-      const { messageId, reasoning, webSearch } = ChatQuerySchema.parse(query);
+      const { messageId, reasoning, webSearch, toolsConfig } =
+        ChatQuerySchema.parse(query);
 
       const source$ = from(
         provider.streamObject({ modelId: model }, finalMessage, {
@@ -409,6 +414,7 @@ export class CopilotController implements BeforeApplicationShutdown {
           workspace: session.config.workspaceId,
           reasoning,
           webSearch,
+          tools: getTools(session.config.promptConfig?.tools, toolsConfig),
         })
       ).pipe(
         connect(shared$ =>

packages/backend/server/src/plugins/copilot/providers/types.ts

@@ -57,28 +57,28 @@ export const VertexSchema: JSONSchema = {
 
 // ========== prompt ==========
 
+export const PromptToolsSchema = z
+  .enum([
+    'codeArtifact',
+    'conversationSummary',
+    // work with morph
+    'docEdit',
+    // work with indexer
+    'docRead',
+    'docKeywordSearch',
+    // work with embeddings
+    'docSemanticSearch',
+    // work with exa/model internal tools
+    'webSearch',
+    // artifact tools
+    'docCompose',
+    // section editing
+    'sectionEdit',
+  ])
+  .array();
+
 export const PromptConfigStrictSchema = z.object({
-  tools: z
-    .enum([
-      'codeArtifact',
-      'conversationSummary',
-      // work with morph
-      'docEdit',
-      // work with indexer
-      'docRead',
-      'docKeywordSearch',
-      // work with embeddings
-      'docSemanticSearch',
-      // work with exa/model internal tools
-      'webSearch',
-      // artifact tools
-      'docCompose',
-      // section editing
-      'sectionEdit',
-    ])
-    .array()
-    .nullable()
-    .optional(),
+  tools: PromptToolsSchema.nullable().optional(),
   // params requirements
   requireContent: z.boolean().nullable().optional(),
   requireAttachment: z.boolean().nullable().optional(),
@@ -107,6 +107,8 @@ export const PromptConfigSchema =
 
 export type PromptConfig = z.infer<typeof PromptConfigSchema>;
 
+export type PromptTools = z.infer<typeof PromptToolsSchema>;
+
 // ========== message ==========
 
 export const EmbeddingMessage = z.array(z.string().trim().min(1)).min(1);

packages/backend/server/src/plugins/copilot/types.ts

@@ -16,6 +16,23 @@ const zMaybeString = z.preprocess(val => {
   return s === '' || s == null ? undefined : s;
 }, z.string().min(1).optional());
 
+const ToolsConfigSchema = z.preprocess(
+  val => {
+    // if val is a string, try to parse it as JSON
+    if (typeof val === 'string') {
+      try {
+        return JSON.parse(val);
+      } catch {
+        return {};
+      }
+    }
+    return val || {};
+  },
+  z.record(z.enum(['searchWorkspace', 'readingDocs']), z.boolean()).default({})
+);
+
+export type ToolsConfig = z.infer<typeof ToolsConfigSchema>;
+
 export const ChatQuerySchema = z
   .object({
     messageId: zMaybeString,
@@ -23,15 +40,25 @@ export const ChatQuerySchema = z
     retry: zBool,
     reasoning: zBool,
     webSearch: zBool,
+    toolsConfig: ToolsConfigSchema,
   })
   .catchall(z.string())
   .transform(
-    ({ messageId, modelId, retry, reasoning, webSearch, ...params }) => ({
+    ({
       messageId,
       modelId,
       retry,
       reasoning,
       webSearch,
+      toolsConfig,
+      ...params
+    }) => ({
+      messageId,
+      modelId,
+      retry,
+      reasoning,
+      webSearch,
+      toolsConfig,
       params,
     })
   );

packages/backend/server/src/plugins/copilot/utils.ts

@@ -3,7 +3,8 @@ import { Readable } from 'node:stream';
 import type { Request } from 'express';
 
 import { readBufferWithLimit } from '../../base';
-import { MAX_EMBEDDABLE_SIZE } from './types';
+import { PromptTools } from './providers';
+import { MAX_EMBEDDABLE_SIZE, ToolsConfig } from './types';
 
 export function readStream(
   readable: Readable,
@@ -49,3 +50,33 @@ export function getSignal(req: Request): SignalReturnType {
     onConnectionClosed: cb => (callback = cb),
   };
 }
+
+export function getTools(
+  tools?: PromptTools | null,
+  toolsConfig?: ToolsConfig
+) {
+  if (!tools || !toolsConfig) {
+    return tools;
+  }
+  let result: PromptTools = tools;
+  (Object.keys(toolsConfig) as Array<keyof ToolsConfig>).forEach(key => {
+    const value = toolsConfig[key];
+    switch (key) {
+      case 'searchWorkspace':
+        if (value === false) {
+          result = result.filter(tool => {
+            return tool !== 'docKeywordSearch' && tool !== 'docSemanticSearch';
+          });
+        }
+        break;
+      case 'readingDocs':
+        if (value === false) {
+          result = result.filter(tool => {
+            return tool !== 'docRead';
+          });
+        }
+        break;
+    }
+  });
+  return result;
+}