@agent-native/core 0.114.15 → 0.115.1

package/corpus/templates/crm/app/components/crm/RecordActions.tsx

@@ -0,0 +1,510 @@
+import { sendToAgentChat } from "@agent-native/core/client/agent-chat";
+import {
+  useActionMutation,
+  useActionQuery,
+} from "@agent-native/core/client/hooks";
+import { useT } from "@agent-native/core/client/i18n";
+import { Button } from "@agent-native/toolkit/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from "@agent-native/toolkit/ui/dialog";
+import { Input } from "@agent-native/toolkit/ui/input";
+import { Label } from "@agent-native/toolkit/ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@agent-native/toolkit/ui/select";
+import { Textarea } from "@agent-native/toolkit/ui/textarea";
+import {
+  IconBolt,
+  IconChecklist,
+  IconExternalLink,
+  IconFilePlus,
+  IconPencil,
+} from "@tabler/icons-react";
+import { useState } from "react";
+import { Link } from "react-router";
+import { toast } from "sonner";
+
+import type { CrmRecordDetail } from "@/lib/types";
+
+export function RecordActions({ record }: { record: CrmRecordDetail }) {
+  return (
+    <div className="flex flex-wrap items-center gap-2">
+      <EditFieldDialog record={record} />
+      <CreateRecordTaskDialog recordId={record.id} />
+      <AttachEvidenceDialog recordId={record.id} />
+      <CallEvidenceAutomationDialog record={record} />
+    </div>
+  );
+}
+
+function EditFieldDialog({ record }: { record: CrmRecordDetail }) {
+  const isNative = record.provider === "native";
+  const [open, setOpen] = useState(false);
+  const [target, setTarget] = useState<"local" | "provider">(
+    isNative ? "local" : "provider",
+  );
+  const [field, setField] = useState("");
+  const [value, setValue] = useState("");
+  const [valueType, setValueType] = useState<"string" | "number" | "boolean">(
+    "string",
+  );
+  const update = useActionMutation<
+    { mutationId: string; status?: string },
+    {
+      recordId: string;
+      target: "local" | "provider";
+      fields: Record<string, string | number | boolean>;
+      expectedRemoteRevision?: string;
+    }
+  >("update-crm-record" as never);
+  const apply = useActionMutation<
+    { status?: string; message?: string },
+    { proposalId: string }
+  >("apply-crm-proposals" as never);
+
+  async function submit() {
+    const nextValue =
+      valueType === "number"
+        ? Number(value)
+        : valueType === "boolean"
+          ? value === "true"
+          : value;
+    if (valueType === "number" && !Number.isFinite(nextValue)) {
+      toast.error("Enter a valid number.");
+      return;
+    }
+    try {
+      const result = await update.mutateAsync({
+        recordId: record.id,
+        target,
+        fields: { [field.trim()]: nextValue },
+        ...((isNative || target === "provider") && record.remoteRevision
+          ? { expectedRemoteRevision: record.remoteRevision }
+          : {}),
+      });
+      if (target === "provider" && result.status === "pending") {
+        const applied = await apply.mutateAsync({
+          proposalId: result.mutationId,
+        });
+        if (applied.status !== "applied") {
+          throw new Error(
+            applied.message ||
+              `Provider update finished as ${applied.status ?? "unknown"}.`,
+          );
+        }
+      }
+      setOpen(false);
+      setField("");
+      setValue("");
+      toast.success(
+        target === "provider"
+          ? "Connected CRM field updated."
+          : "Local CRM field updated.",
+      );
+    } catch (error) {
+      toast.error(
+        error instanceof Error ? error.message : "CRM update failed.",
+      );
+    }
+  }
+
+  function setDialogOpen(nextOpen: boolean) {
+    setOpen(nextOpen);
+    if (nextOpen && isNative) setTarget("local");
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={setDialogOpen}>
+      <DialogTrigger asChild>
+        <Button variant="outline" size="sm" className="gap-1.5">
+          <IconPencil className="size-4" /> Edit field
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="sm:max-w-md">
+        <DialogHeader>
+          <DialogTitle>Edit CRM field</DialogTitle>
+          <DialogDescription>
+            {isNative
+              ? "Native SQL records are local-authoritative, so changes save directly to this workspace."
+              : "Provider edits become reviewable proposals and remain fail-closed unless the connected CRM proves an atomic expected-revision write. Local changes are limited to local-authoritative fields."}
+          </DialogDescription>
+        </DialogHeader>
+        <div className="grid gap-4 py-2">
+          {isNative ? null : (
+            <FormField label="Authority" htmlFor="field-target">
+              <Select
+                value={target}
+                onValueChange={(next) =>
+                  setTarget(next as "local" | "provider")
+                }
+              >
+                <SelectTrigger id="field-target">
+                  <SelectValue />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="provider">
+                    Connected CRM proposal
+                  </SelectItem>
+                  <SelectItem value="local">Local CRM field</SelectItem>
+                </SelectContent>
+              </Select>
+            </FormField>
+          )}
+          <FormField label="Field name" htmlFor="field-name">
+            <Input
+              id="field-name"
+              value={field}
+              maxLength={120}
+              placeholder={
+                isNative || target === "local"
+                  ? "desiredCadenceDays"
+                  : record.provider === "salesforce"
+                    ? "StageName"
+                    : "lifecyclestage"
+              }
+              onChange={(event) => setField(event.target.value)}
+            />
+          </FormField>
+          <FormField label="Value type" htmlFor="field-type">
+            <Select
+              value={valueType}
+              onValueChange={(next) => setValueType(next as typeof valueType)}
+            >
+              <SelectTrigger id="field-type">
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="string">Text</SelectItem>
+                <SelectItem value="number">Number</SelectItem>
+                <SelectItem value="boolean">Boolean</SelectItem>
+              </SelectContent>
+            </Select>
+          </FormField>
+          <FormField label="New value" htmlFor="field-value">
+            {valueType === "boolean" ? (
+              <Select value={value} onValueChange={setValue}>
+                <SelectTrigger id="field-value">
+                  <SelectValue placeholder="Choose a value" />
+                </SelectTrigger>
+                <SelectContent>
+                  <SelectItem value="true">True</SelectItem>
+                  <SelectItem value="false">False</SelectItem>
+                </SelectContent>
+              </Select>
+            ) : (
+              <Input
+                id="field-value"
+                type={valueType === "number" ? "number" : "text"}
+                value={value}
+                maxLength={4_000}
+                onChange={(event) => setValue(event.target.value)}
+              />
+            )}
+          </FormField>
+        </div>
+        <DialogFooter>
+          <Button
+            disabled={
+              !field.trim() || !value || update.isPending || apply.isPending
+            }
+            onClick={() => void submit()}
+          >
+            {isNative
+              ? "Save field"
+              : target === "provider"
+                ? `Prepare ${record.provider === "salesforce" ? "Salesforce" : "HubSpot"} change`
+                : "Update locally"}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function CreateRecordTaskDialog({ recordId }: { recordId: string }) {
+  const [open, setOpen] = useState(false);
+  const [title, setTitle] = useState("");
+  const [dueAt, setDueAt] = useState("");
+  const create = useActionMutation<
+    unknown,
+    { recordId: string; title: string; dueAt?: string; status: "open" }
+  >("manage-crm-task" as never);
+
+  async function submit() {
+    try {
+      await create.mutateAsync({
+        recordId,
+        title: title.trim(),
+        dueAt: dueAt ? new Date(dueAt).toISOString() : undefined,
+        status: "open",
+      });
+      setOpen(false);
+      setTitle("");
+      setDueAt("");
+      toast.success("Follow-up task created.");
+    } catch (error) {
+      toast.error(
+        error instanceof Error ? error.message : "Task creation failed.",
+      );
+    }
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={setOpen}>
+      <DialogTrigger asChild>
+        <Button variant="outline" size="sm" className="gap-1.5">
+          <IconChecklist className="size-4" /> Add task
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="sm:max-w-md">
+        <DialogHeader>
+          <DialogTitle>Add record task</DialogTitle>
+          <DialogDescription>
+            Keep a local follow-up next to this CRM record.
+          </DialogDescription>
+        </DialogHeader>
+        <div className="grid gap-4 py-2">
+          <FormField label="Title" htmlFor="record-task-title">
+            <Input
+              id="record-task-title"
+              value={title}
+              maxLength={300}
+              onChange={(event) => setTitle(event.target.value)}
+            />
+          </FormField>
+          <FormField label="Due" htmlFor="record-task-due">
+            <Input
+              id="record-task-due"
+              type="datetime-local"
+              value={dueAt}
+              onChange={(event) => setDueAt(event.target.value)}
+            />
+          </FormField>
+        </div>
+        <DialogFooter>
+          <Button
+            disabled={!title.trim() || create.isPending}
+            onClick={() => void submit()}
+          >
+            Create task
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function AttachEvidenceDialog({ recordId }: { recordId: string }) {
+  const t = useT();
+  const [open, setOpen] = useState(false);
+  const [artifactId, setArtifactId] = useState("");
+  const [sourceUrl, setSourceUrl] = useState("");
+  const [quote, setQuote] = useState("");
+  const [summary, setSummary] = useState("");
+  const attach = useActionMutation<
+    unknown,
+    {
+      recordId: string;
+      artifactId: string;
+      sourceUrl: string;
+      sourceApp: "clips";
+      quote?: string;
+      summary?: string;
+    }
+  >("attach-call-evidence" as never);
+
+  async function submit() {
+    try {
+      await attach.mutateAsync({
+        recordId,
+        artifactId: artifactId.trim(),
+        sourceUrl: sourceUrl.trim(),
+        sourceApp: "clips",
+        quote: quote.trim() || undefined,
+        summary: summary.trim() || undefined,
+      });
+      setOpen(false);
+      setArtifactId("");
+      setSourceUrl("");
+      setQuote("");
+      setSummary("");
+      toast.success(t("recordActions.evidenceAttached"));
+    } catch (error) {
+      toast.error(
+        error instanceof Error
+          ? error.message
+          : t("recordActions.evidenceAttachFailed"),
+      );
+    }
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={setOpen}>
+      <DialogTrigger asChild>
+        <Button variant="outline" size="sm" className="gap-1.5">
+          <IconFilePlus className="size-4" /> {t("recordActions.addEvidence")}
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>{t("recordActions.attachEvidenceTitle")}</DialogTitle>
+          <DialogDescription>
+            {t("recordActions.attachEvidenceDescription")}
+          </DialogDescription>
+        </DialogHeader>
+        <div className="grid gap-4 py-2 sm:grid-cols-2">
+          <FormField
+            label={t("recordActions.artifactId")}
+            htmlFor="evidence-id"
+          >
+            <Input
+              id="evidence-id"
+              value={artifactId}
+              maxLength={256}
+              onChange={(event) => setArtifactId(event.target.value)}
+            />
+          </FormField>
+          <FormField label={t("recordActions.clipsUrl")} htmlFor="evidence-url">
+            <Input
+              id="evidence-url"
+              type="url"
+              value={sourceUrl}
+              maxLength={2_048}
+              onChange={(event) => setSourceUrl(event.target.value)}
+            />
+          </FormField>
+          <FormField
+            label={t("recordActions.summary")}
+            htmlFor="evidence-summary"
+            className="sm:col-span-2"
+          >
+            <Input
+              id="evidence-summary"
+              value={summary}
+              maxLength={2_000}
+              onChange={(event) => setSummary(event.target.value)}
+            />
+          </FormField>
+          <FormField
+            label={t("recordActions.shortExcerpt")}
+            htmlFor="evidence-quote"
+            className="sm:col-span-2"
+          >
+            <Textarea
+              id="evidence-quote"
+              value={quote}
+              maxLength={1_200}
+              onChange={(event) => setQuote(event.target.value)}
+            />
+          </FormField>
+        </div>
+        <DialogFooter>
+          <Button
+            disabled={
+              !artifactId.trim() || !sourceUrl.trim() || attach.isPending
+            }
+            onClick={() => void submit()}
+          >
+            {t("recordActions.attachEvidence")}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function CallEvidenceAutomationDialog({ record }: { record: CrmRecordDetail }) {
+  const t = useT();
+  const [open, setOpen] = useState(false);
+  const recipeQuery = useActionQuery<{
+    title: string;
+    description: string;
+    enabledByDefault: false;
+    agentContext: string;
+  }>("get-crm-automation-recipe" as never, { recordId: record.id } as never, {
+    enabled: open,
+  });
+  const recipe = recipeQuery.data;
+
+  return (
+    <Dialog open={open} onOpenChange={setOpen}>
+      <DialogTrigger asChild>
+        <Button variant="outline" size="sm" className="gap-1.5">
+          <IconBolt className="size-4" /> {t("recordActions.automate")}
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>
+            {recipe?.title ?? t("recordActions.reviewNewClipsCalls")}
+          </DialogTitle>
+          <DialogDescription>
+            {recipe?.description ?? t("recordActions.reviewDescription")}
+          </DialogDescription>
+        </DialogHeader>
+        <div className="space-y-3 text-sm text-muted-foreground">
+          <p>
+            {t("recordActions.disabledAutomationDescription", {
+              name: record.displayName,
+            })}
+          </p>
+          <p>{t("recordActions.handoffDescription", { path: "/r" })}</p>
+        </div>
+        <DialogFooter className="flex-row flex-wrap justify-end gap-2 sm:justify-end">
+          <Button asChild variant="ghost" size="sm" className="gap-1.5">
+            <Link to="/agent#jobs" onClick={() => setOpen(false)}>
+              <IconExternalLink className="size-4" />{" "}
+              {t("recordActions.manageAutomations")}
+            </Link>
+          </Button>
+          <Button
+            size="sm"
+            disabled={!recipe || recipeQuery.isLoading}
+            onClick={() => {
+              if (!recipe) return;
+              sendToAgentChat({
+                message: `Set up the disabled Clips call-evidence review recipe for ${record.displayName}.`,
+                context: recipe.agentContext,
+                submit: true,
+                newTab: true,
+              });
+              setOpen(false);
+            }}
+          >
+            {t("recordActions.configureWithAgent")}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function FormField({
+  label,
+  htmlFor,
+  className,
+  children,
+}: {
+  label: string;
+  htmlFor: string;
+  className?: string;
+  children: React.ReactNode;
+}) {
+  return (
+    <div className={`grid gap-2 ${className ?? ""}`}>
+      <Label htmlFor={htmlFor}>{label}</Label>
+      {children}
+    </div>
+  );
+}

package/corpus/templates/crm/app/components/crm/RecordGrid.tsx

@@ -0,0 +1,134 @@
+import { Badge } from "@agent-native/toolkit/ui/badge";
+import { Input } from "@agent-native/toolkit/ui/input";
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from "@agent-native/toolkit/ui/table";
+import { IconArrowUpRight, IconSearch } from "@tabler/icons-react";
+import { useEffect, useState } from "react";
+import { Link, useSearchParams } from "react-router";
+
+import { LoadingRows, SetupEmptyState } from "@/components/crm/Surface";
+import type { CrmKind, CrmRecordSummary } from "@/lib/types";
+
+const labels: Record<CrmKind, string> = {
+  account: "Account",
+  person: "Person",
+  opportunity: "Opportunity",
+};
+
+export function RecordGrid({
+  kind,
+  records,
+  isLoading,
+  emptyTitle,
+}: {
+  kind: CrmKind;
+  records: CrmRecordSummary[];
+  isLoading: boolean;
+  emptyTitle: string;
+}) {
+  const [params, setParams] = useSearchParams();
+  const [draftQuery, setDraftQuery] = useState(params.get("q") ?? "");
+  const query = (params.get("q") ?? "").trim().toLowerCase();
+  useEffect(() => {
+    setDraftQuery(params.get("q") ?? "");
+  }, [params]);
+  const filtered = records.filter((record) =>
+    `${record.displayName} ${record.subtitle ?? ""} ${record.owner ?? ""}`
+      .toLowerCase()
+      .includes(query),
+  );
+
+  function updateSearch(value: string) {
+    setDraftQuery(value);
+    const next = new URLSearchParams(params);
+    if (value) next.set("q", value);
+    else next.delete("q");
+    setParams(next, { replace: true });
+  }
+
+  if (isLoading) return <LoadingRows rows={7} />;
+  if (!records.length) return <SetupEmptyState title={emptyTitle} />;
+
+  return (
+    <div className="p-5 sm:p-7">
+      <div className="mb-4 flex max-w-sm items-center gap-2 rounded-md border border-input bg-background px-3 shadow-sm">
+        <IconSearch className="size-4 shrink-0 text-muted-foreground" />
+        <Input
+          value={draftQuery}
+          onChange={(event) => updateSearch(event.target.value)}
+          placeholder={`Search ${labels[kind].toLowerCase()}s`}
+          className="h-9 border-0 bg-transparent px-0 shadow-none focus-visible:ring-0"
+        />
+      </div>
+      <div className="overflow-hidden rounded-lg border border-border/70 bg-card">
+        <Table>
+          <TableHeader>
+            <TableRow>
+              <TableHead>{labels[kind]}</TableHead>
+              <TableHead className="hidden md:table-cell">Owner</TableHead>
+              <TableHead className="hidden lg:table-cell">Cadence</TableHead>
+              <TableHead>Next step</TableHead>
+              <TableHead className="w-8">
+                <span className="sr-only">Open</span>
+              </TableHead>
+            </TableRow>
+          </TableHeader>
+          <TableBody>
+            {filtered.map((record) => (
+              <TableRow key={record.id}>
+                <TableCell className="min-w-[220px]">
+                  <Link
+                    to={`/records/${encodeURIComponent(record.id)}`}
+                    className="block rounded-sm outline-none focus-visible:ring-2 focus-visible:ring-ring"
+                  >
+                    <p className="font-medium">{record.displayName}</p>
+                    {record.subtitle ? (
+                      <p className="mt-0.5 text-xs text-muted-foreground">
+                        {record.subtitle}
+                      </p>
+                    ) : null}
+                  </Link>
+                </TableCell>
+                <TableCell className="hidden text-muted-foreground md:table-cell">
+                  {record.owner ?? "—"}
+                </TableCell>
+                <TableCell className="hidden lg:table-cell">
+                  {record.cadence ? (
+                    <Badge variant="secondary" className="font-normal">
+                      {record.cadence}
+                    </Badge>
+                  ) : (
+                    "—"
+                  )}
+                </TableCell>
+                <TableCell className="max-w-[260px] truncate text-muted-foreground">
+                  {record.nextStep ?? record.stage ?? "—"}
+                </TableCell>
+                <TableCell>
+                  <Link
+                    to={`/records/${encodeURIComponent(record.id)}`}
+                    className="inline-flex size-7 items-center justify-center rounded-sm text-muted-foreground hover:bg-muted hover:text-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring"
+                    aria-label={`Open ${record.displayName}`}
+                  >
+                    <IconArrowUpRight className="size-4" />
+                  </Link>
+                </TableCell>
+              </TableRow>
+            ))}
+          </TableBody>
+        </Table>
+      </div>
+      {records.length > 0 && filtered.length === 0 ? (
+        <p className="py-10 text-center text-sm text-muted-foreground">
+          No matching {labels[kind].toLowerCase()}s.
+        </p>
+      ) : null}
+    </div>
+  );
+}