feat: per-connection AI rules

Author: datlechin

CHANGELOG.md

@@ -29,6 +29,7 @@ and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0
 - AI Chat: attach a saved query as a chip via `@`. Type `@` and pick a saved SQL query to send its name and body to the AI alongside your message.
 - AI Chat: user-defined slash commands. Create your own commands in Settings -> AI -> Custom Slash Commands. Templates support `{{query}}`, `{{schema}}`, `{{database}}`, and `{{body}}` placeholders that get substituted at send time.
 - AI Chat: tool calling can now run write queries (`execute_query`) and destructive DDL (`confirm_destructive_operation` after the AI passes the verbatim phrase). The connection's safe mode policy still gates execution, so the user remains the final approver.
+- AI Chat: per-connection rules. Add custom guidance (table conventions, PII columns, naming) in the connection's AI Rules tab; the AI sees it on every chat turn for that connection.
 
 ### Changed
 

TablePro/Core/AI/AISchemaContext.swift

@@ -24,7 +24,8 @@ struct AISchemaContext {
         settings: AISettings,
         identifierQuote: String = "\"",
         editorLanguage: EditorLanguage,
-        queryLanguageName: String
+        queryLanguageName: String,
+        connectionRules: String? = nil
     ) -> String {
         var parts: [String] = []
 
@@ -67,6 +68,11 @@ struct AISchemaContext {
             parts.append("\n## Recent Query Results\n\(results)")
         }
 
+        if let rules = connectionRules?.trimmingCharacters(in: .whitespacesAndNewlines),
+           !rules.isEmpty {
+            parts.append("\n## Connection-Specific Rules\n\(rules)")
+        }
+
         let langTag = editorLanguage.codeBlockTag
 
         switch editorLanguage {

TablePro/Core/Storage/ConnectionStorage.swift

@@ -221,6 +221,7 @@ final class ConnectionStorage {
             sshTunnelMode: connection.sshTunnelMode,
             safeModeLevel: connection.safeModeLevel,
             aiPolicy: connection.aiPolicy,
+            aiRules: connection.aiRules,
             redisDatabase: connection.redisDatabase,
             startupCommands: connection.startupCommands,
             sortOrder: connection.sortOrder,

TablePro/Models/Connection/DatabaseConnection.swift

@@ -276,6 +276,7 @@ struct DatabaseConnection: Identifiable, Hashable {
     var sshTunnelMode: SSHTunnelMode
     var safeModeLevel: SafeModeLevel
     var aiPolicy: AIConnectionPolicy?
+    var aiRules: String?
     var externalAccess: ExternalAccessLevel = .readOnly
     var additionalFields: [String: String] = [:]
     var redisDatabase: Int?
@@ -356,6 +357,7 @@ struct DatabaseConnection: Identifiable, Hashable {
         sshTunnelMode: SSHTunnelMode = .disabled,
         safeModeLevel: SafeModeLevel = .silent,
         aiPolicy: AIConnectionPolicy? = nil,
+        aiRules: String? = nil,
         externalAccess: ExternalAccessLevel = .readOnly,
         mongoAuthSource: String? = nil,
         mongoReadPreference: String? = nil,
@@ -402,6 +404,7 @@ struct DatabaseConnection: Identifiable, Hashable {
             self.sshTunnelMode = sshTunnelMode
         }
         self.aiPolicy = aiPolicy
+        self.aiRules = aiRules
         self.externalAccess = externalAccess
         self.redisDatabase = redisDatabase
         self.startupCommands = startupCommands
@@ -454,7 +457,7 @@ extension DatabaseConnection: Codable {
     private enum CodingKeys: String, CodingKey {
         case id, name, host, port, database, username, type
         case sshConfig, sslConfig, color, tagId, groupId, sshProfileId
-        case sshTunnelMode, safeModeLevel, aiPolicy, externalAccess, additionalFields
+        case sshTunnelMode, safeModeLevel, aiPolicy, aiRules, externalAccess, additionalFields
         case redisDatabase, startupCommands, sortOrder, localOnly, isSample
     }
 
@@ -475,6 +478,7 @@ extension DatabaseConnection: Codable {
         sshProfileId = try container.decodeIfPresent(UUID.self, forKey: .sshProfileId)
         safeModeLevel = try container.decodeIfPresent(SafeModeLevel.self, forKey: .safeModeLevel) ?? .silent
         aiPolicy = try container.decodeIfPresent(AIConnectionPolicy.self, forKey: .aiPolicy)
+        aiRules = try container.decodeIfPresent(String.self, forKey: .aiRules)
         externalAccess = try container.decodeIfPresent(ExternalAccessLevel.self, forKey: .externalAccess) ?? .readOnly
         additionalFields = try container.decodeIfPresent([String: String].self, forKey: .additionalFields) ?? [:]
         redisDatabase = try container.decodeIfPresent(Int.self, forKey: .redisDatabase)
@@ -517,6 +521,7 @@ extension DatabaseConnection: Codable {
         try container.encode(sshTunnelMode, forKey: .sshTunnelMode)
         try container.encode(safeModeLevel, forKey: .safeModeLevel)
         try container.encodeIfPresent(aiPolicy, forKey: .aiPolicy)
+        try container.encodeIfPresent(aiRules, forKey: .aiRules)
         try container.encode(externalAccess, forKey: .externalAccess)
         try container.encode(additionalFields, forKey: .additionalFields)
         try container.encodeIfPresent(redisDatabase, forKey: .redisDatabase)

TablePro/ViewModels/AIChatViewModel.swift

@@ -992,7 +992,8 @@ final class AIChatViewModel {
                 settings: $0.settings,
                 identifierQuote: $0.identifierQuote,
                 editorLanguage: $0.editorLanguage,
-                queryLanguageName: $0.queryLanguageName
+                queryLanguageName: $0.queryLanguageName,
+                connectionRules: $0.connectionRules
             )
         }
     }
@@ -1189,6 +1190,7 @@ final class AIChatViewModel {
         let identifierQuote: String
         let editorLanguage: EditorLanguage
         let queryLanguageName: String
+        let connectionRules: String?
     }
 
     private func capturePromptContext(settings: AISettings) -> PromptContext? {
@@ -1204,7 +1206,8 @@ final class AIChatViewModel {
             settings: settings,
             identifierQuote: PluginManager.shared.sqlDialect(for: connection.type)?.identifierQuote ?? "\"",
             editorLanguage: PluginManager.shared.editorLanguage(for: connection.type),
-            queryLanguageName: PluginManager.shared.queryLanguageName(for: connection.type)
+            queryLanguageName: PluginManager.shared.queryLanguageName(for: connection.type),
+            connectionRules: connection.aiRules
         )
     }
 }

TablePro/Views/ConnectionForm/ConnectionFormCoordinator.swift

@@ -31,6 +31,7 @@ final class ConnectionFormCoordinator {
     var ssl: SSLPaneViewModel
     var customization: CustomizationPaneViewModel
     var advanced: AdvancedPaneViewModel
+    var aiRules: AIRulesPaneViewModel
 
     var selectedPane: ConnectionFormPane = .general
     var hasLoadedData: Bool = false
@@ -67,6 +68,7 @@ final class ConnectionFormCoordinator {
         }
         panes.append(.customization)
         panes.append(.advanced)
+        panes.append(.aiRules)
         return panes
     }
 
@@ -91,6 +93,7 @@ final class ConnectionFormCoordinator {
         self.ssl = SSLPaneViewModel()
         self.customization = CustomizationPaneViewModel()
         self.advanced = AdvancedPaneViewModel()
+        self.aiRules = AIRulesPaneViewModel()
 
         let ref = WeakCoordinatorRef(self)
         network.coordinator = ref
@@ -99,6 +102,7 @@ final class ConnectionFormCoordinator {
         ssl.coordinator = ref
         customization.coordinator = ref
         advanced.coordinator = ref
+        aiRules.coordinator = ref
 
         let resolvedInitialType = initialParsedURL?.type ?? initialType
         if let resolvedInitialType {
@@ -135,6 +139,7 @@ final class ConnectionFormCoordinator {
             ssl.load(from: existing)
             customization.load(from: existing)
             advanced.load(from: existing)
+            aiRules.load(from: existing)
         }
         hasLoadedData = true
     }
@@ -250,6 +255,7 @@ final class ConnectionFormCoordinator {
             sshTunnelMode: sshTunnelMode,
             safeModeLevel: customization.safeModeLevel,
             aiPolicy: advanced.aiPolicy,
+            aiRules: aiRules.trimmedRules,
             externalAccess: advanced.externalAccess,
             redisDatabase: advanced.additionalFieldValues["redisDatabase"].map { Int($0) ?? 0 },
             startupCommands: advanced.startupCommands.trimmingCharacters(in: .whitespacesAndNewlines).isEmpty

TablePro/Views/ConnectionForm/ConnectionFormPane.swift

@@ -11,6 +11,7 @@ enum ConnectionFormPane: String, CaseIterable, Identifiable, Hashable {
     case ssl
     case customization
     case advanced
+    case aiRules
 
     var id: String { rawValue }
 
@@ -21,6 +22,7 @@ enum ConnectionFormPane: String, CaseIterable, Identifiable, Hashable {
         case .ssl: return String(localized: "SSL/TLS")
         case .customization: return String(localized: "Customization")
         case .advanced: return String(localized: "Advanced")
+        case .aiRules: return String(localized: "AI Rules")
         }
     }
 
@@ -31,6 +33,7 @@ enum ConnectionFormPane: String, CaseIterable, Identifiable, Hashable {
         case .ssl: return "lock.fill"
         case .customization: return "paintbrush"
         case .advanced: return "gearshape.2"
+        case .aiRules: return "sparkles"
         }
     }
 
@@ -48,6 +51,8 @@ enum ConnectionFormPane: String, CaseIterable, Identifiable, Hashable {
             issues = coordinator.customization.validationIssues
         case .advanced:
             issues = coordinator.advanced.validationIssues
+        case .aiRules:
+            issues = []
         }
         return issues.isEmpty ? nil : "exclamationmark.triangle.fill"
     }

TablePro/Views/ConnectionForm/ConnectionFormView.swift

@@ -90,6 +90,8 @@ private struct ConnectionFormDetail: View {
                 CustomizationPaneView(coordinator: coordinator)
             case .advanced:
                 AdvancedPaneView(coordinator: coordinator)
+            case .aiRules:
+                AIRulesPaneView(coordinator: coordinator)
             }
         }
         .navigationSplitViewColumnWidth(min: 480, ideal: 580)

TablePro/Views/ConnectionForm/Panes/AIRulesPaneView.swift

@@ -0,0 +1,91 @@
+//
+//  AIRulesPaneView.swift
+//  TablePro
+//
+
+import AppKit
+import SwiftUI
+
+struct AIRulesPaneView: View {
+    @Bindable var coordinator: ConnectionFormCoordinator
+
+    var body: some View {
+        Form {
+            Section {
+                AIRulesEditor(text: $coordinator.aiRules.rules)
+                    .frame(minHeight: 280)
+            } header: {
+                Text(String(localized: "Rules"))
+            } footer: {
+                VStack(alignment: .leading, spacing: 4) {
+                    // swiftlint:disable:next line_length
+                    Text("Custom guidance the AI sees on every chat turn for this connection. Use it for table conventions, naming, columns to avoid (PII, soft-deleted rows), join hints, or business rules the schema doesn't show.")
+                    Text(String(localized: "Plain text. Markdown is preserved as written."))
+                }
+                .font(.caption)
+                .foregroundStyle(.secondary)
+            }
+
+            Section {
+                // swiftlint:disable:next line_length
+                Text(verbatim: "- Tables prefixed with `tmp_` are scratch and safe to ignore\n- `users.email_hash` is the join key, not `users.email`\n- Always filter `orders` by `deleted_at IS NULL`\n- Never select `users.ssn`")
+                    .font(.system(.caption, design: .monospaced))
+                    .foregroundStyle(.secondary)
+                    .frame(maxWidth: .infinity, alignment: .leading)
+                    .textSelection(.enabled)
+            } header: {
+                Text(String(localized: "Examples"))
+            }
+        }
+        .formStyle(.grouped)
+        .scrollContentBackground(.hidden)
+    }
+}
+
+private struct AIRulesEditor: NSViewRepresentable {
+    @Binding var text: String
+
+    func makeNSView(context: Context) -> NSScrollView {
+        let scrollView = NSTextView.scrollableTextView()
+        guard let textView = scrollView.documentView as? NSTextView else { return scrollView }
+
+        textView.font = .monospacedSystemFont(ofSize: NSFont.systemFontSize, weight: .regular)
+        textView.isAutomaticQuoteSubstitutionEnabled = false
+        textView.isAutomaticDashSubstitutionEnabled = false
+        textView.isAutomaticTextReplacementEnabled = false
+        textView.isAutomaticSpellingCorrectionEnabled = false
+        textView.isRichText = false
+        textView.string = text
+        textView.textContainerInset = NSSize(width: 4, height: 6)
+        textView.delegate = context.coordinator
+
+        scrollView.borderType = .bezelBorder
+        scrollView.hasVerticalScroller = true
+
+        return scrollView
+    }
+
+    func updateNSView(_ scrollView: NSScrollView, context: Context) {
+        guard let textView = scrollView.documentView as? NSTextView else { return }
+        if textView.string != text {
+            textView.string = text
+        }
+    }
+
+    func makeCoordinator() -> Coordinator {
+        Coordinator(text: $text)
+    }
+
+    final class Coordinator: NSObject, NSTextViewDelegate {
+        private var text: Binding<String>
+
+        init(text: Binding<String>) {
+            self.text = text
+        }
+
+        func textDidChange(_ notification: Notification) {
+            guard let textView = notification.object as? NSTextView else { return }
+            text.wrappedValue = textView.string
+        }
+    }
+}

TablePro/Views/ConnectionForm/ViewModels/AIRulesPaneViewModel.swift

@@ -0,0 +1,23 @@
+//
+//  AIRulesPaneViewModel.swift
+//  TablePro
+//
+
+import Foundation
+
+@Observable
+@MainActor
+final class AIRulesPaneViewModel {
+    var rules: String = ""
+
+    var coordinator: WeakCoordinatorRef?
+
+    func load(from connection: DatabaseConnection) {
+        rules = connection.aiRules ?? ""
+    }
+
+    var trimmedRules: String? {
+        let trimmed = rules.trimmingCharacters(in: .whitespacesAndNewlines)
+        return trimmed.isEmpty ? nil : rules
+    }
+}