@agent-native/core 0.114.16 → 0.115.1

package/corpus/templates/crm/server/db/index.ts

@@ -0,0 +1,169 @@
+import { createDashboardStorage } from "@agent-native/core/dashboard-storage";
+import { registerDataProgramsShareable } from "@agent-native/core/data-programs";
+import { createGetDb } from "@agent-native/core/db";
+import { registerShareableResource } from "@agent-native/core/sharing";
+
+import * as schema from "./schema.js";
+
+export const getDb = createGetDb(schema);
+export { schema };
+
+export interface CrmDashboardConfig {
+  version: 1;
+  panels: Array<{
+    id: string;
+    title: string;
+    source: "program";
+    query: string;
+    chartType: "metric" | "bar" | "table";
+  }>;
+}
+
+export const crmDashboardStore = createDashboardStorage<
+  "pipeline",
+  CrmDashboardConfig
+>({
+  schema: {
+    dashboards: schema.crmDashboards,
+    dashboardRevisions: schema.crmDashboardRevisions,
+    dashboardShares: schema.crmDashboardShares,
+  },
+  getDb,
+  resourceType: "crm-dashboard",
+  displayName: "CRM dashboard",
+  validateKind: (kind): kind is "pipeline" => kind === "pipeline",
+  getResourcePath: (dashboard) => `/dashboard?id=${dashboard.id}`,
+  allowPublic: false,
+  requireOrgMemberForUserShares: true,
+});
+
+crmDashboardStore.registerShareable();
+
+registerDataProgramsShareable();
+
+const registrations = [
+  [
+    "crm-connection",
+    schema.crmConnections,
+    schema.crmConnectionShares,
+    "label",
+    "/settings/connections",
+  ],
+  [
+    "crm-object",
+    schema.crmObjects,
+    schema.crmObjectShares,
+    "label",
+    "/settings/fields",
+  ],
+  [
+    "crm-field-policy",
+    schema.crmFieldPolicies,
+    schema.crmFieldPolicyShares,
+    "label",
+    "/settings/fields",
+  ],
+  [
+    "crm-record",
+    schema.crmRecords,
+    schema.crmRecordShares,
+    "displayName",
+    "/records",
+  ],
+  [
+    "crm-record-field",
+    schema.crmRecordFields,
+    schema.crmRecordFieldShares,
+    "fieldName",
+    "/records",
+  ],
+  [
+    "crm-relationship",
+    schema.crmRelationships,
+    schema.crmRelationshipShares,
+    "relationshipType",
+    "/records",
+  ],
+  [
+    "crm-interaction",
+    schema.crmInteractions,
+    schema.crmInteractionShares,
+    "title",
+    "/records",
+  ],
+  [
+    "crm-call-evidence",
+    schema.crmCallEvidence,
+    schema.crmCallEvidenceShares,
+    "artifactId",
+    "/records",
+  ],
+  [
+    "crm-signal-tracker",
+    schema.crmSignalTrackers,
+    schema.crmSignalTrackerShares,
+    "name",
+    "/settings/intelligence",
+  ],
+  [
+    "crm-signal-run",
+    schema.crmSignalRuns,
+    schema.crmSignalRunShares,
+    "id",
+    "/records",
+  ],
+  [
+    "crm-signal",
+    schema.crmSignals,
+    schema.crmSignalShares,
+    "label",
+    "/records",
+  ],
+  ["crm-task", schema.crmTasks, schema.crmTaskShares, "title", "/work"],
+  [
+    "crm-saved-view",
+    schema.crmSavedViews,
+    schema.crmSavedViewShares,
+    "name",
+    "/views",
+  ],
+  [
+    "crm-mutation",
+    schema.crmMutations,
+    schema.crmMutationShares,
+    "id",
+    "/proposals",
+  ],
+  [
+    "crm-sync-run",
+    schema.crmSyncRuns,
+    schema.crmSyncRunShares,
+    "id",
+    "/settings/connections",
+  ],
+] as const;
+
+for (const [
+  type,
+  resourceTable,
+  sharesTable,
+  titleColumn,
+  path,
+] of registrations) {
+  registerShareableResource({
+    type,
+    resourceTable,
+    sharesTable,
+    displayName: type
+      .split("-")
+      .slice(1)
+      .map((part) => part[0]?.toUpperCase() + part.slice(1))
+      .join(" "),
+    titleColumn,
+    getResourcePath: (resource) =>
+      type === "crm-record" ? `/records/${resource.id}` : path,
+    allowPublic: false,
+    requireOrgMemberForUserShares: true,
+    getDb,
+  });
+}

package/corpus/templates/crm/server/db/schema.ts

@@ -0,0 +1,441 @@
+import { createDashboardStorageSchema } from "@agent-native/core/dashboard-storage";
+import { getDialect } from "@agent-native/core/db";
+import {
+  createSharesTable,
+  integer,
+  now,
+  ownableColumns,
+  real,
+  table,
+  text,
+} from "@agent-native/core/db/schema";
+import { customType as pgCustomType } from "drizzle-orm/pg-core";
+import { integer as sqliteInteger } from "drizzle-orm/sqlite-core";
+
+const pgIntegerBoolean = pgCustomType<{
+  data: boolean;
+  driverData: number;
+}>({
+  dataType: () => "integer",
+  fromDriver: (value) => value !== 0,
+  toDriver: (value) => (value ? 1 : 0),
+});
+
+const sqliteBoolean = <TName extends string>(name: TName) =>
+  sqliteInteger(name, { mode: "boolean" });
+
+const portableBoolean: typeof sqliteBoolean = ((name: string) =>
+  getDialect() === "postgres"
+    ? pgIntegerBoolean(name)
+    : sqliteBoolean(name)) as unknown as typeof sqliteBoolean;
+
+export const crmConnections = table("crm_connections", {
+  id: text("id").primaryKey(),
+  provider: text("provider", {
+    enum: ["hubspot", "salesforce", "native", "custom"],
+  }).notNull(),
+  workspaceConnectionId: text("workspace_connection_id"),
+  label: text("label").notNull(),
+  accountId: text("account_id"),
+  mode: text("mode", { enum: ["connected", "hybrid", "native"] })
+    .notNull()
+    .default("connected"),
+  status: text("status", {
+    enum: ["connected", "syncing", "error", "disconnected"],
+  })
+    .notNull()
+    .default("connected"),
+  selectedPipelinesJson: text("selected_pipelines_json")
+    .notNull()
+    .default("[]"),
+  selectedObjectTypesJson: text("selected_object_types_json")
+    .notNull()
+    .default("[]"),
+  accessScopeKey: text("access_scope_key").notNull(),
+  accessScopeJson: text("access_scope_json").notNull().default("{}"),
+  lastSyncedAt: text("last_synced_at"),
+  lastError: text("last_error"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmConnectionShares = createSharesTable("crm_connection_shares");
+
+export const crmObjects = table("crm_objects", {
+  id: text("id").primaryKey(),
+  connectionId: text("connection_id").notNull(),
+  provider: text("provider").notNull(),
+  objectType: text("object_type").notNull(),
+  kind: text("kind", {
+    enum: ["account", "person", "opportunity", "activity", "task", "custom"],
+  }).notNull(),
+  label: text("label").notNull(),
+  pluralLabel: text("plural_label").notNull(),
+  custom: portableBoolean("custom").notNull().default(false),
+  queryable: portableBoolean("queryable").notNull().default(true),
+  searchable: portableBoolean("searchable").notNull().default(true),
+  createable: portableBoolean("createable").notNull().default(false),
+  updateable: portableBoolean("updateable").notNull().default(false),
+  deleteable: portableBoolean("deleteable").notNull().default(false),
+  capabilitiesJson: text("capabilities_json").notNull().default("{}"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmObjectShares = createSharesTable("crm_object_shares");
+
+export const crmFieldPolicies = table("crm_field_policies", {
+  id: text("id").primaryKey(),
+  connectionId: text("connection_id").notNull(),
+  objectType: text("object_type").notNull(),
+  fieldName: text("field_name").notNull(),
+  label: text("label").notNull(),
+  valueType: text("value_type").notNull(),
+  storagePolicy: text("storage_policy", {
+    enum: [
+      "mirrored",
+      "remote-only",
+      "redacted",
+      "derived-local",
+      "local-authoritative",
+    ],
+  })
+    .notNull()
+    .default("remote-only"),
+  sensitive: portableBoolean("sensitive").notNull().default(false),
+  readable: portableBoolean("readable").notNull().default(true),
+  createable: portableBoolean("createable").notNull().default(false),
+  updateable: portableBoolean("updateable").notNull().default(false),
+  required: portableBoolean("required").notNull().default(false),
+  metadataJson: text("metadata_json").notNull().default("{}"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmFieldPolicyShares = createSharesTable(
+  "crm_field_policy_shares",
+);
+
+export const crmRecords = table("crm_records", {
+  id: text("id").primaryKey(),
+  connectionId: text("connection_id").notNull(),
+  provider: text("provider").notNull(),
+  objectType: text("object_type").notNull(),
+  kind: text("kind", {
+    enum: ["account", "person", "opportunity", "activity", "task", "custom"],
+  }).notNull(),
+  remoteId: text("remote_id").notNull(),
+  displayName: text("display_name").notNull(),
+  primaryEmail: text("primary_email"),
+  domain: text("domain"),
+  stage: text("stage"),
+  pipelineId: text("pipeline_id"),
+  pipelineName: text("pipeline_name"),
+  ownerRemoteId: text("owner_remote_id"),
+  ownerName: text("owner_name"),
+  amount: real("amount"),
+  currencyCode: text("currency_code"),
+  closeDate: text("close_date"),
+  desiredCadenceDays: integer("desired_cadence_days"),
+  lastMeaningfulInteractionAt: text("last_meaningful_interaction_at"),
+  nextContactAt: text("next_contact_at"),
+  remoteRevision: text("remote_revision"),
+  remoteUpdatedAt: text("remote_updated_at"),
+  lastSyncedAt: text("last_synced_at"),
+  accessScopeKey: text("access_scope_key").notNull(),
+  accessScopeJson: text("access_scope_json").notNull().default("{}"),
+  tombstone: portableBoolean("tombstone").notNull().default(false),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmRecordShares = createSharesTable("crm_record_shares");
+
+export const crmRecordFields = table("crm_record_fields", {
+  id: text("id").primaryKey(),
+  recordId: text("record_id").notNull(),
+  fieldPolicyId: text("field_policy_id"),
+  fieldName: text("field_name").notNull(),
+  valueType: text("value_type").notNull(),
+  storagePolicy: text("storage_policy", {
+    enum: ["mirrored", "derived-local", "local-authoritative"],
+  }).notNull(),
+  stringValue: text("string_value"),
+  numberValue: real("number_value"),
+  booleanValue: portableBoolean("boolean_value"),
+  jsonValue: text("json_value"),
+  provenanceJson: text("provenance_json").notNull().default("[]"),
+  accessScopeKey: text("access_scope_key").notNull().default("unverified"),
+  accessScopeJson: text("access_scope_json").notNull().default("{}"),
+  remoteRevision: text("remote_revision"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmRecordFieldShares = createSharesTable(
+  "crm_record_field_shares",
+);
+
+export const crmRelationships = table("crm_relationships", {
+  id: text("id").primaryKey(),
+  connectionId: text("connection_id").notNull(),
+  fromRecordId: text("from_record_id").notNull(),
+  toRecordId: text("to_record_id").notNull(),
+  relationshipType: text("relationship_type").notNull(),
+  label: text("label"),
+  inverseLabel: text("inverse_label"),
+  sourceField: text("source_field"),
+  remoteRelationshipId: text("remote_relationship_id"),
+  remoteRevision: text("remote_revision"),
+  tombstone: portableBoolean("tombstone").notNull().default(false),
+  lastSyncedAt: text("last_synced_at"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmRelationshipShares = createSharesTable(
+  "crm_relationship_shares",
+);
+
+export const crmInteractions = table("crm_interactions", {
+  id: text("id").primaryKey(),
+  recordId: text("record_id").notNull(),
+  connectionId: text("connection_id"),
+  kind: text("kind", {
+    enum: ["call", "meeting", "email", "note", "message", "other"],
+  }).notNull(),
+  direction: text("direction", {
+    enum: ["inbound", "outbound", "internal", "unknown"],
+  })
+    .notNull()
+    .default("unknown"),
+  title: text("title").notNull(),
+  summary: text("summary").notNull().default(""),
+  occurredAt: text("occurred_at").notNull(),
+  meaningful: portableBoolean("meaningful").notNull().default(true),
+  providerObjectType: text("provider_object_type"),
+  providerRemoteId: text("provider_remote_id"),
+  sourceApp: text("source_app"),
+  sourceUrl: text("source_url"),
+  participantsJson: text("participants_json").notNull().default("[]"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmInteractionShares = createSharesTable("crm_interaction_shares");
+
+export const crmCallEvidence = table("crm_call_evidence", {
+  id: text("id").primaryKey(),
+  interactionId: text("interaction_id"),
+  recordId: text("record_id").notNull(),
+  sourceApp: text("source_app").notNull().default("clips"),
+  artifactType: text("artifact_type").notNull().default("call-evidence"),
+  artifactId: text("artifact_id").notNull(),
+  sourceUrl: text("source_url").notNull(),
+  quote: text("quote").notNull().default(""),
+  speaker: text("speaker"),
+  startSeconds: real("start_seconds"),
+  endSeconds: real("end_seconds"),
+  summary: text("summary").notNull().default(""),
+  capturedAt: text("captured_at").notNull(),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmCallEvidenceShares = createSharesTable(
+  "crm_call_evidence_shares",
+);
+
+export const crmSignalTrackers = table("crm_signal_trackers", {
+  id: text("id").primaryKey(),
+  name: text("name").notNull(),
+  description: text("description").notNull().default(""),
+  kind: text("kind", { enum: ["keyword", "smart"] }).notNull(),
+  keywordsJson: text("keywords_json").notNull().default("[]"),
+  classifierPrompt: text("classifier_prompt").notNull().default(""),
+  enabled: portableBoolean("enabled").notNull().default(true),
+  isDefault: portableBoolean("is_default").notNull().default(false),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmSignalTrackerShares = createSharesTable(
+  "crm_signal_tracker_shares",
+);
+
+export const crmSignalRuns = table("crm_signal_runs", {
+  id: text("id").primaryKey(),
+  trackerId: text("tracker_id"),
+  recordId: text("record_id").notNull(),
+  kind: text("kind", { enum: ["keyword", "smart", "summary"] }).notNull(),
+  status: text("status", {
+    enum: ["queued", "running", "completed", "failed"],
+  })
+    .notNull()
+    .default("queued"),
+  evidenceCount: integer("evidence_count").notNull().default(0),
+  model: text("model"),
+  modelVersion: text("model_version"),
+  idempotencyKey: text("idempotency_key").notNull(),
+  error: text("error"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  completedAt: text("completed_at"),
+  ...ownableColumns(),
+});
+
+export const crmSignalRunShares = createSharesTable("crm_signal_run_shares");
+
+export const crmSignals = table("crm_signals", {
+  id: text("id").primaryKey(),
+  runId: text("run_id"),
+  trackerId: text("tracker_id"),
+  recordId: text("record_id").notNull(),
+  evidenceId: text("evidence_id").notNull(),
+  kind: text("kind", {
+    enum: ["moment", "call-summary", "next-step"],
+  }).notNull(),
+  label: text("label").notNull(),
+  quote: text("quote").notNull().default(""),
+  speaker: text("speaker"),
+  startSeconds: real("start_seconds"),
+  endSeconds: real("end_seconds"),
+  summary: text("summary").notNull().default(""),
+  confidence: real("confidence").notNull().default(0),
+  detector: text("detector", { enum: ["keyword", "agent"] }).notNull(),
+  model: text("model"),
+  modelVersion: text("model_version"),
+  reviewStatus: text("review_status", {
+    enum: ["unreviewed", "confirmed", "dismissed"],
+  })
+    .notNull()
+    .default("unreviewed"),
+  idempotencyKey: text("idempotency_key").notNull(),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmSignalShares = createSharesTable("crm_signal_shares");
+
+export const crmTasks = table("crm_tasks", {
+  id: text("id").primaryKey(),
+  recordId: text("record_id"),
+  title: text("title").notNull(),
+  description: text("description").notNull().default(""),
+  status: text("status", { enum: ["open", "done", "cancelled"] })
+    .notNull()
+    .default("open"),
+  dueAt: text("due_at"),
+  assignedTo: text("assigned_to"),
+  authority: text("authority", { enum: ["local", "provider"] })
+    .notNull()
+    .default("local"),
+  connectionId: text("connection_id"),
+  providerObjectType: text("provider_object_type"),
+  providerRemoteId: text("provider_remote_id"),
+  remoteRevision: text("remote_revision"),
+  completedAt: text("completed_at"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmTaskShares = createSharesTable("crm_task_shares");
+
+export const crmSavedViews = table("crm_saved_views", {
+  id: text("id").primaryKey(),
+  name: text("name").notNull(),
+  description: text("description").notNull().default(""),
+  kind: text("kind"),
+  filtersJson: text("filters_json").notNull().default("{}"),
+  columnsJson: text("columns_json").notNull().default("[]"),
+  sortJson: text("sort_json").notNull().default("[]"),
+  dataProgramId: text("data_program_id"),
+  pinned: portableBoolean("pinned").notNull().default(false),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmSavedViewShares = createSharesTable("crm_saved_view_shares");
+
+export const crmMutations = table("crm_mutations", {
+  id: text("id").primaryKey(),
+  recordId: text("record_id"),
+  connectionId: text("connection_id"),
+  operation: text("operation", {
+    enum: ["create", "update", "delete", "associate", "disassociate"],
+  }).notNull(),
+  initiatedBy: text("initiated_by", {
+    enum: ["human", "agent", "automation"],
+  }).notNull(),
+  target: text("target", { enum: ["local", "provider"] }).notNull(),
+  policyDecision: text("policy_decision", {
+    enum: ["execute", "propose", "require-approval", "deny"],
+  }).notNull(),
+  risk: text("risk").notNull().default("routine"),
+  status: text("status", {
+    enum: ["pending", "approved", "applied", "rejected", "conflict", "failed"],
+  })
+    .notNull()
+    .default("pending"),
+  patchJson: text("patch_json").notNull().default("{}"),
+  beforeJson: text("before_json").notNull().default("{}"),
+  afterJson: text("after_json").notNull().default("{}"),
+  idempotencyKey: text("idempotency_key").notNull(),
+  expectedRemoteRevision: text("expected_remote_revision"),
+  providerRemoteRevision: text("provider_remote_revision"),
+  approvedBy: text("approved_by"),
+  approvedAt: text("approved_at"),
+  appliedAt: text("applied_at"),
+  error: text("error"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmMutationShares = createSharesTable("crm_mutation_shares");
+
+export const crmSyncRuns = table("crm_sync_runs", {
+  id: text("id").primaryKey(),
+  connectionId: text("connection_id").notNull(),
+  status: text("status", {
+    enum: ["running", "success", "partial", "failed"],
+  })
+    .notNull()
+    .default("running"),
+  scopeJson: text("scope_json").notNull().default("{}"),
+  cursor: text("cursor"),
+  recordsUpserted: integer("records_upserted").notNull().default(0),
+  tombstonesApplied: integer("tombstones_applied").notNull().default(0),
+  relationshipsUpserted: integer("relationships_upserted").notNull().default(0),
+  error: text("error"),
+  startedAt: text("started_at").notNull(),
+  completedAt: text("completed_at"),
+  createdAt: text("created_at").notNull().default(now()),
+  updatedAt: text("updated_at").notNull().default(now()),
+  ...ownableColumns(),
+});
+
+export const crmSyncRunShares = createSharesTable("crm_sync_run_shares");
+
+const crmDashboardStorageSchema = createDashboardStorageSchema({
+  dashboardsTable: "crm_dashboards",
+  revisionsTable: "crm_dashboard_revisions",
+  sharesTable: "crm_dashboard_shares",
+});
+
+export const crmDashboards = crmDashboardStorageSchema.dashboards;
+export const crmDashboardRevisions =
+  crmDashboardStorageSchema.dashboardRevisions;
+export const crmDashboardShares = crmDashboardStorageSchema.dashboardShares;

package/corpus/templates/crm/server/lib/intelligence/default-detectors.ts

@@ -0,0 +1,65 @@
+export interface DefaultDetectorDefinition {
+  id: string;
+  name: string;
+  description: string;
+  kind: "keyword" | "smart";
+  keywords?: string[];
+  classifierPrompt?: string;
+  enabled: true;
+}
+
+export const DEFAULT_CRM_DETECTORS: DefaultDetectorDefinition[] = [
+  {
+    id: "pricing",
+    name: "Pricing",
+    description: "Price, budget, quote, cost, or discount discussion.",
+    kind: "keyword",
+    keywords: ["price", "pricing", "quote", "cost", "discount"],
+    enabled: true,
+  },
+  {
+    id: "budget",
+    name: "Budget",
+    description: "Budget availability, approval, or constraint is discussed.",
+    kind: "keyword",
+    keywords: ["budget", "approved funds", "procurement"],
+    enabled: true,
+  },
+  {
+    id: "competitors",
+    name: "Competitors",
+    description: "A competing product, vendor, or current tool is mentioned.",
+    kind: "smart",
+    classifierPrompt:
+      "Match a named competitor or a clear reference to another evaluated or current solution.",
+    enabled: true,
+  },
+  {
+    id: "objections",
+    name: "Objections",
+    description: "A prospect raises concern, hesitation, or pushback.",
+    kind: "smart",
+    classifierPrompt:
+      "Match concerns about fit, timing, price, security, implementation, or team buy-in.",
+    enabled: true,
+  },
+  {
+    id: "next-steps",
+    name: "Next steps",
+    description:
+      "A concrete future action, meeting, deliverable, or follow-up.",
+    kind: "smart",
+    classifierPrompt:
+      "Match explicit commitments such as sending a proposal, booking a meeting, or looping in a stakeholder.",
+    enabled: true,
+  },
+  {
+    id: "timing",
+    name: "Timing",
+    description: "A deadline, renewal, launch, or urgency signal.",
+    kind: "smart",
+    classifierPrompt:
+      "Match a concrete timeline, deadline, renewal, quarter, or urgency signal.",
+    enabled: true,
+  },
+];