Make AutoRAG optional and improve thread summary fallback (#1888)

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## Description

Please provide a clear description of your changes.

---

## Type of Change

Please delete options that are not relevant.

- [ ] 🐛 Bug fix (non-breaking change which fixes an issue)
- [ ] ✨ New feature (non-breaking change which adds functionality)
- [ ] 💥 Breaking change (fix or feature with breaking changes)
- [ ] 📝 Documentation update
- [ ] 🎨 UI/UX improvement
- [ ] 🔒 Security enhancement
- [ ] ⚡ Performance improvement

## Areas Affected

Please check all that apply:

- [ ] Email Integration (Gmail, IMAP, etc.)
- [ ] User Interface/Experience
- [ ] Authentication/Authorization
- [ ] Data Storage/Management
- [ ] API Endpoints
- [ ] Documentation
- [ ] Testing Infrastructure
- [ ] Development Workflow
- [ ] Deployment/Infrastructure

## Testing Done

Describe the tests you've done:

- [ ] Unit tests added/updated
- [ ] Integration tests added/updated
- [ ] Manual testing performed
- [ ] Cross-browser testing (if UI changes)
- [ ] Mobile responsiveness verified (if UI changes)

## Security Considerations

For changes involving data or authentication:

- [ ] No sensitive data is exposed
- [ ] Authentication checks are in place
- [ ] Input validation is implemented
- [ ] Rate limiting is considered (if applicable)

## Checklist

- [ ] I have read the [CONTRIBUTING](https://github.com/Mail-0/Zero/blob/staging/.github/CONTRIBUTING.md) document
- [ ] My code follows the project's style guidelines
- [ ] I have performed a self-review of my code
- [ ] I have commented my code, particularly in complex areas
- [ ] I have updated the documentation
- [ ] My changes generate no new warnings
- [ ] I have added tests that prove my fix/feature works
- [ ] All tests pass locally
- [ ] Any dependent changes are merged and published

## Additional Notes

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---

_By submitting this pull request, I confirm that my contribution is made under the terms of the project's license._

    
<!-- This is an auto-generated description by cubic. -->
---

## Summary by cubic
Made AutoRAG optional so it only runs when configured, and improved thread summary fallback to always return basic info if a summary is missing.

- **Bug Fixes**
  - Thread summary now returns subject, sender, and date even if no summary is found.
  - AutoRAG is only used when enabled, with a proper fallback to raw search results.

<!-- End of auto-generated description by cubic. -->



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

* **New Features**
  * Introduced a new inbox search tool supporting natural language queries with configurable result limits.
  * Enabled conditional use of advanced search features based on environment settings.

* **Improvements**
  * Clarified tool parameter descriptions.
  * Enhanced tool registration to accept dynamic header values.

* **Refactor**
  * Improved internal handling of request headers and tool configuration.

* **Chores**
  * Removed default fallback server URL in tool registration scripts.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

apps/server/src/routes/agent/index.ts

@@ -1371,21 +1371,29 @@ export class ZeroDriver extends Agent<ZeroEnv> {
       }).then((r) => r.threads.map((t) => t.id)),
     ).pipe(Effect.catchAll(() => Effect.succeed([])));
 
+    const effects: Effect.Effect<string[]>[] = [rawEffect];
+    if (this.env.AUTORAG_ID) effects.unshift(ragEffect as Effect.Effect<string[]>);
+
     // Run both in parallel and wait for results
-    const results = await Effect.runPromise(
-      Effect.all([ragEffect, rawEffect], { concurrency: 'unbounded' }),
-    );
+    const results = await Effect.runPromise(Effect.all(effects, { concurrency: 'unbounded' }));
+    if (this.env.AUTORAG_ID) {
+      const [ragIds, rawIds] = results;
 
-    const [ragIds, rawIds] = results;
+      // Return InboxRag results if found, otherwise fallback to raw
+      if (ragIds.length > 0) {
+        return {
+          threadIds: ragIds,
+          source: 'autorag' as const,
+        };
+      }
 
-    // Return InboxRag results if found, otherwise fallback to raw
-    if (ragIds.length > 0) {
       return {
-        threadIds: ragIds,
-        source: 'autorag' as const,
+        threadIds: rawIds,
+        source: 'raw' as const,
+        nextPageToken: pageToken,
       };
     }
-
+    const [rawIds] = results;
     return {
       threadIds: rawIds,
       source: 'raw' as const,

apps/server/src/routes/agent/tools.ts

@@ -136,7 +136,9 @@ const getThreadSummary = (connectionId: string) =>
       const thread = await driver.getThread(id);
       if (response.length && response?.[0]?.metadata?.['summary'] && thread?.latest?.subject) {
         const result = response[0].metadata as { summary: string; connection: string };
-        if (result.connection !== connectionId) return null;
+        if (result.connection !== connectionId) {
+          return null;
+        }
         const shortResponse = await env.AI.run('@cf/facebook/bart-large-cnn', {
           input_text: result.summary,
         });
@@ -147,7 +149,11 @@ const getThreadSummary = (connectionId: string) =>
           date: thread.latest?.receivedOn,
         };
       }
-      return null;
+      return {
+        subject: thread.latest?.subject,
+        sender: thread.latest?.sender,
+        date: thread.latest?.receivedOn,
+      };
     },
   });
 
@@ -448,8 +454,8 @@ export const webSearch = () =>
     },
   });
 
-export const tools = async (connectionId: string) => {
-  return {
+export const tools = async (connectionId: string, ragEffect: boolean = false) => {
+  const _tools = {
     [Tools.GetThread]: getEmail(),
     [Tools.GetThreadSummary]: getThreadSummary(connectionId),
     [Tools.ComposeEmail]: composeEmailTool(connectionId),
@@ -464,6 +470,23 @@ export const tools = async (connectionId: string) => {
     [Tools.DeleteLabel]: deleteLabel(connectionId),
     [Tools.BuildGmailSearchQuery]: buildGmailSearchQuery(),
     [Tools.GetCurrentDate]: getCurrentDate(),
+    [Tools.InboxRag]: tool({
+      description:
+        'Search the inbox for emails using natural language. Returns only an array of threadIds.',
+      parameters: z.object({
+        query: z.string().describe('The query to search the inbox for'),
+        maxResults: z.number().describe('The maximum number of results to return').default(10),
+      }),
+      execute: async ({ query, maxResults }) => {
+        const agent = await getZeroAgent(connectionId);
+        const res = await agent.searchThreads({ query, maxResults });
+        return res.threadIds;
+      },
+    }),
+  };
+  if (ragEffect) return _tools;
+  return {
+    ..._tools,
     [Tools.InboxRag]: tool({
       description:
         'Search the inbox for emails using natural language. Returns only an array of threadIds.',

apps/server/src/routes/ai.ts

@@ -2,6 +2,7 @@ import { systemPrompt } from '../services/call-service/system-prompt';
 import { openai } from '@ai-sdk/openai';
 import { tools } from './agent/tools';
 import { generateText } from 'ai';
+import { Tools } from '../types';
 import { createDb } from '../db';
 import { env } from '../env';
 import { Hono } from 'hono';
@@ -28,11 +29,12 @@ aiRouter.post('/do/:action', async (c) => {
   //   if (env.DISABLE_CALLS) return c.json({ success: false, error: 'Not implemented' }, 400);
   if (env.VOICE_SECRET !== c.req.header('X-Voice-Secret'))
     return c.json({ success: false, error: 'Unauthorized' }, 401);
-  if (!c.req.header('X-Caller')) return c.json({ success: false, error: 'Unauthorized' }, 401);
+  const caller = c.req.header('X-Caller');
+  if (!caller) return c.json({ success: false, error: 'Unauthorized' }, 401);
   const { db, conn } = createDb(env.HYPERDRIVE.connectionString);
   const user = await db.query.user.findFirst({
     where: (user, { eq, and }) =>
-      and(eq(user.phoneNumber, c.req.header('X-Caller')!), eq(user.phoneNumberVerified, true)),
+      and(eq(user.phoneNumber, caller), eq(user.phoneNumberVerified, true)),
   });
   if (!user) return c.json({ success: false, error: 'Unauthorized' }, 401);
 
@@ -44,12 +46,12 @@ aiRouter.post('/do/:action', async (c) => {
   if (!connection) return c.json({ success: false, error: 'Unauthorized' }, 401);
 
   try {
-    const action = c.req.param('action');
+    const action = c.req.param('action') as keyof ToolsReturnType;
     const body = await c.req.json();
     console.log('[DEBUG] action', action, body);
 
     // Get all tools for this connection
-    const toolset: ToolsReturnType = await tools(connection.id);
+    const toolset: ToolsReturnType = await tools(connection.id, action === Tools.InboxRag);
     const tool = toolset[action as keyof ToolsReturnType];
 
     if (!tool) {

scripts/register-elevenlabs-tools.ts

@@ -40,7 +40,7 @@ export const toolDefinitions: ToolDefinition[] = [
     name: Tools.GetThreadSummary,
     description: 'Get the summary of a specific email thread',
     parameters: z.object({
-      id: z.string().describe('The ID of the email thread to get the summary of'),
+      id: z.string().describe('The threadId of the email thread to get the summary of'),
     }),
   },
   {
@@ -189,6 +189,7 @@ export const toolDefinitions: ToolDefinition[] = [
       'Search the inbox for emails using natural language. Returns only an array of threadIds.',
     parameters: z.object({
       query: z.string().describe('The query to search the inbox for'),
+      maxResults: z.number().describe('The maximum number of results to return').default(10),
     }),
   },
 ];
@@ -206,7 +207,7 @@ interface ElevenLabsToolRequest {
         properties: any;
         required?: string[];
       };
-      request_headers: Record<string, string>;
+      request_headers: Record<string, string | { variable_name: string }>;
     };
   };
 }
@@ -477,7 +478,7 @@ async function updateAgent(apiKey: string, agentId: string, toolIds: string[]):
 
 async function main() {
   const apiKey = process.env.ELEVENLABS_API_KEY;
-  const serverUrl = process.env.SERVER_URL || 'https://staging.0.email';
+  const serverUrl = process.env.SERVER_URL;
   const voiceSecret = process.env.VOICE_SECRET;
   const agentId = process.env.ELEVENLABS_AGENT_ID;
 
@@ -557,7 +558,9 @@ async function main() {
           request_headers: {
             'Content-Type': 'application/json',
             'X-Voice-Secret': voiceSecret,
-            'X-Caller': 'system__caller_id',
+            'X-Caller': {
+              variable_name: 'system__caller_id',
+            },
           },
         },
       },