@agent-native/core 0.117.2 → 0.118.1

package/corpus/templates/crm/actions/list-crm-records.ts

@@ -1,79 +0,0 @@
-import { defineAction, type ActionRunContext } from "@agent-native/core/action";
-import { z } from "zod";
-
-import {
-  createConnectedCrmAdapter,
-  isConnectedCrmProvider,
-} from "../server/crm/adapter.js";
-import { resolveNativeCrmAccessScope } from "../server/crm/native-adapter.js";
-import { listCrmRecords } from "../server/db/crm-store.js";
-
-const kinds = [
-  "account",
-  "person",
-  "opportunity",
-  "activity",
-  "task",
-  "custom",
-] as const;
-
-export default defineAction({
-  description:
-    "List a bounded, access-scoped page of thinly mirrored CRM records. Use kind, connectionId, or a short display-name query to narrow the scope; remote-only and redacted fields are excluded.",
-  schema: z.object({
-    kind: z
-      .enum(kinds)
-      .optional()
-      .describe("Optional canonical CRM record kind."),
-    connectionId: z
-      .string()
-      .min(1)
-      .optional()
-      .describe("Optional CRM connection ID."),
-    viewId: z
-      .string()
-      .min(1)
-      .max(128)
-      .optional()
-      .describe("Optional access-scoped saved CRM view ID."),
-    query: z
-      .string()
-      .trim()
-      .min(1)
-      .max(120)
-      .optional()
-      .describe("Optional display-name search."),
-    limit: z.coerce.number().int().min(1).max(100).default(50),
-    cursor: z
-      .string()
-      .regex(/^\d+$/)
-      .optional()
-      .describe("Cursor returned by a previous page."),
-  }),
-  http: { method: "GET" },
-  readOnly: true,
-  run: (input, ctx?: ActionRunContext) =>
-    listCrmRecords(input, {
-      resolveScope: async (target) => {
-        if (target.provider === "native") {
-          return resolveNativeCrmAccessScope({
-            connectionId: target.connectionId,
-            objectType: target.objectType,
-          });
-        }
-        if (
-          !isConnectedCrmProvider(target.provider) ||
-          !target.workspaceConnectionId
-        ) {
-          return null;
-        }
-        const adapter = await createConnectedCrmAdapter({
-          provider: target.provider,
-          connectionId: target.workspaceConnectionId,
-          ...(ctx?.userEmail ? { userEmail: ctx.userEmail } : {}),
-          ...(ctx?.orgId !== undefined ? { orgId: ctx.orgId } : {}),
-        });
-        return adapter.getAccessScope(target.objectType);
-      },
-    }),
-});

package/corpus/templates/crm/actions/list-crm-saved-views.ts

@@ -1,15 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { z } from "zod";
-
-import { listCrmSavedViews } from "../server/db/crm-store.js";
-
-export default defineAction({
-  description:
-    "List access-scoped saved CRM views, including their optional linked data-program IDs.",
-  schema: z.object({
-    limit: z.coerce.number().int().min(1).max(100).default(50),
-  }),
-  http: { method: "GET" },
-  readOnly: true,
-  run: (input) => listCrmSavedViews(input),
-});

package/corpus/templates/crm/actions/list-crm-signal-hits.ts

@@ -1,43 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { accessFilter } from "@agent-native/core/sharing";
-import { and, desc, eq, like, or } from "drizzle-orm";
-import { z } from "zod";
-
-import { getDb, schema } from "../server/db/index.js";
-
-export default defineAction({
-  description:
-    "List bounded, access-scoped CRM signals. Results contain evidence references and short excerpts, never transcripts or media.",
-  schema: z.object({
-    recordId: z.string().trim().min(1).max(128).optional(),
-    reviewStatus: z.enum(["unreviewed", "confirmed", "dismissed"]).optional(),
-    query: z.string().trim().max(120).optional(),
-    limit: z.coerce.number().int().min(1).max(100).default(50),
-  }),
-  http: { method: "GET" },
-  readOnly: true,
-  run: async (args) => {
-    const filters = [accessFilter(schema.crmSignals, schema.crmSignalShares)];
-    if (args.recordId)
-      filters.push(eq(schema.crmSignals.recordId, args.recordId));
-    if (args.reviewStatus)
-      filters.push(eq(schema.crmSignals.reviewStatus, args.reviewStatus));
-    if (args.query) {
-      const escaped = args.query.replace(/[\\%_]/g, "\\$&");
-      filters.push(
-        or(
-          like(schema.crmSignals.label, `%${escaped}%`),
-          like(schema.crmSignals.quote, `%${escaped}%`),
-          like(schema.crmSignals.summary, `%${escaped}%`),
-        )!,
-      );
-    }
-    const signals = await getDb()
-      .select()
-      .from(schema.crmSignals)
-      .where(and(...filters))
-      .orderBy(desc(schema.crmSignals.createdAt))
-      .limit(args.limit);
-    return { signals };
-  },
-});

package/corpus/templates/crm/actions/list-crm-signal-trackers.ts

@@ -1,32 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { accessFilter } from "@agent-native/core/sharing";
-import { asc } from "drizzle-orm";
-import { z } from "zod";
-
-import { getDb, schema } from "../server/db/index.js";
-import { DEFAULT_CRM_DETECTORS } from "../server/lib/intelligence/default-detectors.js";
-
-export default defineAction({
-  description:
-    "List access-scoped CRM signal detectors and the safe default pack when none are configured.",
-  schema: z.object({}),
-  http: { method: "GET" },
-  readOnly: true,
-  run: async () => {
-    const rows = await getDb()
-      .select()
-      .from(schema.crmSignalTrackers)
-      .where(
-        accessFilter(schema.crmSignalTrackers, schema.crmSignalTrackerShares),
-      )
-      .orderBy(asc(schema.crmSignalTrackers.name));
-    return {
-      trackers: rows.map((row) => ({
-        ...row,
-        keywords: JSON.parse(row.keywordsJson) as string[],
-        keywordsJson: undefined,
-      })),
-      suggestedDefaults: rows.length ? [] : DEFAULT_CRM_DETECTORS,
-    };
-  },
-});

package/corpus/templates/crm/actions/list-crm-tasks.ts

@@ -1,22 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { z } from "zod";
-
-import { listCrmTasks } from "../server/db/crm-store.js";
-
-export default defineAction({
-  description:
-    "List a bounded, access-scoped page of CRM follow-up tasks. Filter by the linked record or task status when needed.",
-  schema: z.object({
-    recordId: z.string().min(1).optional(),
-    status: z.enum(["open", "done", "cancelled"]).optional(),
-    limit: z.coerce.number().int().min(1).max(100).default(50),
-    cursor: z
-      .string()
-      .regex(/^\d+$/)
-      .optional()
-      .describe("Cursor returned by a previous page."),
-  }),
-  http: { method: "GET" },
-  readOnly: true,
-  run: (input) => listCrmTasks(input),
-});

package/corpus/templates/crm/actions/list-staged-datasets.ts

@@ -1,14 +0,0 @@
-import { createListStagedDatasetsAction } from "@agent-native/core/provider-api/actions/staged-datasets";
-import { getCredentialContext } from "@agent-native/core/server/request-context";
-import { z } from "zod";
-
-import { CRM_APP_ID } from "../server/lib/provider-api.js";
-
-export default createListStagedDatasetsAction({
-  description:
-    "List caller-scoped staged CRM provider datasets created by provider-api-request. Use a dataset id with query-staged-dataset to reduce a result, or delete-staged-dataset after analysis.",
-  schema: z.object({}),
-  appId: CRM_APP_ID,
-  getOwnerEmail: () => getCredentialContext()?.userEmail ?? null,
-  http: { method: "GET" },
-});

package/corpus/templates/crm/actions/list-workspace-connections.ts

@@ -1,47 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { listWorkspaceConnectionsForApp } from "@agent-native/core/workspace-connections";
-import { z } from "zod";
-
-import { CRM_APP_ID } from "../server/lib/provider-api.js";
-
-const httpBoolean = z.preprocess((value) => {
-  if (typeof value !== "string") return value;
-  if (["true", "1"].includes(value.toLowerCase())) return true;
-  if (["false", "0"].includes(value.toLowerCase())) return false;
-  return value;
-}, z.boolean());
-
-export default defineAction({
-  description:
-    "List safe metadata for HubSpot and Salesforce workspace connections currently granted to CRM. Provider credentials and credential references are never returned.",
-  schema: z.object({
-    includeDisabled: httpBoolean.default(false),
-  }),
-  http: { method: "GET" },
-  readOnly: true,
-  run: async ({ includeDisabled }) => {
-    const connectionGroups = await Promise.all(
-      (["hubspot", "salesforce"] as const).map((provider) =>
-        listWorkspaceConnectionsForApp({
-          appId: CRM_APP_ID,
-          provider,
-          includeDisabled,
-        }),
-      ),
-    );
-    const connections = connectionGroups.flat();
-    return {
-      connections: connections.map((connection) => ({
-        id: connection.id,
-        provider: connection.provider,
-        label: connection.label,
-        accountId: connection.accountId,
-        accountLabel: connection.accountLabel,
-        status: connection.status,
-        lastCheckedAt: connection.lastCheckedAt,
-        lastUsedAt: connection.lastUsedAt,
-        accessMode: connection.appAccess.mode,
-      })),
-    };
-  },
-});

package/corpus/templates/crm/actions/manage-crm-signal-tracker.ts

@@ -1,87 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { assertAccess } from "@agent-native/core/sharing";
-import { eq } from "drizzle-orm";
-import { z } from "zod";
-
-import { getDb, schema } from "../server/db/index.js";
-
-const inputSchema = z
-  .object({
-    trackerId: z.string().trim().min(1).max(128),
-    operation: z.enum(["set-enabled", "delete"]),
-    enabled: z.boolean().optional(),
-  })
-  .superRefine((value, ctx) => {
-    if (value.operation === "set-enabled" && value.enabled === undefined) {
-      ctx.addIssue({
-        code: "custom",
-        path: ["enabled"],
-        message: "enabled is required when changing a tracker state.",
-      });
-    }
-    if (value.operation === "delete" && value.enabled !== undefined) {
-      ctx.addIssue({
-        code: "custom",
-        path: ["enabled"],
-        message: "enabled cannot be provided when deleting a tracker.",
-      });
-    }
-  });
-
-export default defineAction({
-  description:
-    "Enable, disable, or delete one access-scoped local CRM signal tracker. This never invokes a model or changes a connected provider.",
-  schema: inputSchema,
-  audit: {
-    target: (_args, result) => {
-      const tracker = result as {
-        id: string;
-        ownerEmail: string;
-        orgId: string | null;
-        visibility: "private" | "org";
-      };
-      return {
-        type: "crm-signal-tracker",
-        id: tracker.id,
-        ownerEmail: tracker.ownerEmail,
-        orgId: tracker.orgId,
-        visibility: tracker.visibility,
-      };
-    },
-    summary: (args) =>
-      args.operation === "delete"
-        ? `Deleted CRM signal tracker ${args.trackerId}`
-        : `${args.enabled ? "Enabled" : "Disabled"} CRM signal tracker ${args.trackerId}`,
-  },
-  run: async (args) => {
-    await assertAccess("crm-signal-tracker", args.trackerId, "editor");
-    const db = getDb();
-    const [tracker] = await db
-      .select()
-      .from(schema.crmSignalTrackers)
-      .where(eq(schema.crmSignalTrackers.id, args.trackerId))
-      .limit(1);
-    if (!tracker) throw new Error("CRM signal tracker was not found.");
-
-    if (args.operation === "delete") {
-      await db
-        .delete(schema.crmSignalTrackers)
-        .where(eq(schema.crmSignalTrackers.id, args.trackerId));
-      return { ...tracker, deleted: true };
-    }
-
-    const now = new Date().toISOString();
-    await db
-      .update(schema.crmSignalTrackers)
-      .set({ enabled: args.enabled!, updatedAt: now })
-      .where(eq(schema.crmSignalTrackers.id, args.trackerId));
-    const [updated] = await db
-      .select()
-      .from(schema.crmSignalTrackers)
-      .where(eq(schema.crmSignalTrackers.id, args.trackerId))
-      .limit(1);
-    if (!updated)
-      throw new Error("CRM signal tracker could not be verified after saving.");
-    return updated;
-  },
-});

package/corpus/templates/crm/actions/manage-crm-task.ts

@@ -1,132 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { assertAccess } from "@agent-native/core/sharing";
-import { and, eq } from "drizzle-orm";
-import { z } from "zod";
-
-import { getDb, schema } from "../server/db/index.js";
-import { requireCrmScope } from "./_crm-action-utils.js";
-
-export default defineAction({
-  description:
-    "Create or update a local CRM follow-up task. Mirrored provider tasks remain read-only in this phase so they cannot be changed without an explicit provider proposal.",
-  schema: z
-    .object({
-      taskId: z.string().trim().min(1).max(128).optional(),
-      recordId: z.string().trim().min(1).max(128).optional(),
-      title: z.string().trim().min(1).max(300).optional(),
-      description: z.string().trim().max(2_000).optional(),
-      status: z.enum(["open", "done", "cancelled"]).optional(),
-      dueAt: z.string().datetime({ offset: true }).optional(),
-      assignedTo: z.string().trim().max(240).optional(),
-    })
-    .superRefine((value, issue) => {
-      if (!value.taskId && !value.title) {
-        issue.addIssue({
-          code: "custom",
-          message: "title is required when creating a task",
-          path: ["title"],
-        });
-      }
-    }),
-  audit: {
-    target: (_args, result) => {
-      const task = result as {
-        id: string;
-        ownerEmail: string;
-        orgId: string | null;
-        visibility: "private" | "org";
-      };
-      return {
-        type: "crm-task",
-        id: task.id,
-        ownerEmail: task.ownerEmail,
-        orgId: task.orgId,
-        visibility: task.visibility,
-      };
-    },
-    summary: (args) =>
-      args.taskId
-        ? `Updated CRM task ${args.taskId}`
-        : `Created CRM task ${args.title}`,
-  },
-  run: async (args, ctx) => {
-    const db = getDb();
-    const now = new Date().toISOString();
-    if (args.taskId) {
-      await assertAccess("crm-task", args.taskId, "editor");
-      const [task] = await db
-        .select()
-        .from(schema.crmTasks)
-        .where(eq(schema.crmTasks.id, args.taskId))
-        .limit(1);
-      if (!task) throw new Error("CRM task was not found.");
-      if (task.authority !== "local") {
-        throw new Error(
-          "This is a mirrored provider task. Provider task writeback is not available in the initial release; create a CRM proposal or complete it upstream.",
-        );
-      }
-      if (args.recordId && args.recordId !== task.recordId) {
-        await assertAccess("crm-record", args.recordId, "editor");
-      }
-      await db
-        .update(schema.crmTasks)
-        .set({
-          ...(args.recordId !== undefined ? { recordId: args.recordId } : {}),
-          ...(args.title !== undefined ? { title: args.title } : {}),
-          ...(args.description !== undefined
-            ? { description: args.description }
-            : {}),
-          ...(args.status !== undefined ? { status: args.status } : {}),
-          ...(args.dueAt !== undefined ? { dueAt: args.dueAt } : {}),
-          ...(args.assignedTo !== undefined
-            ? { assignedTo: args.assignedTo }
-            : {}),
-          ...(args.status === "done" ? { completedAt: now } : {}),
-          ...(args.status && args.status !== "done"
-            ? { completedAt: null }
-            : {}),
-          updatedAt: now,
-        })
-        .where(eq(schema.crmTasks.id, args.taskId));
-      const [updated] = await db
-        .select()
-        .from(schema.crmTasks)
-        .where(eq(schema.crmTasks.id, args.taskId))
-        .limit(1);
-      if (!updated)
-        throw new Error("CRM task could not be verified after updating.");
-      return updated;
-    }
-
-    if (args.recordId)
-      await assertAccess("crm-record", args.recordId, "editor");
-    const scope = requireCrmScope(ctx);
-    const id = crypto.randomUUID();
-    await db.insert(schema.crmTasks).values({
-      id,
-      recordId: args.recordId ?? null,
-      title: args.title!,
-      description: args.description ?? "",
-      status: args.status ?? "open",
-      dueAt: args.dueAt ?? null,
-      assignedTo: args.assignedTo ?? null,
-      authority: "local",
-      completedAt: args.status === "done" ? now : null,
-      ...scope,
-      createdAt: now,
-      updatedAt: now,
-    });
-    const [task] = await db
-      .select()
-      .from(schema.crmTasks)
-      .where(
-        and(
-          eq(schema.crmTasks.id, id),
-          eq(schema.crmTasks.ownerEmail, scope.ownerEmail),
-        ),
-      )
-      .limit(1);
-    if (!task) throw new Error("CRM task could not be verified after saving.");
-    return task;
-  },
-});

package/corpus/templates/crm/actions/navigate.ts

@@ -1,63 +0,0 @@
-import { defineAction } from "@agent-native/core/action";
-import { writeAppStateForCurrentTab } from "@agent-native/core/application-state";
-import { z } from "zod";
-
-const viewSchema = z.enum([
-  "work",
-  "account",
-  "person",
-  "opportunity",
-  "record",
-  "tasks",
-  "proposals",
-  "views",
-  "dashboard",
-  "ask",
-  "setup",
-  "settings",
-]);
-
-const paths = {
-  work: "/",
-  account: "/accounts",
-  person: "/people",
-  opportunity: "/opportunities",
-  tasks: "/tasks",
-  proposals: "/proposals",
-  views: "/views",
-  dashboard: "/dashboard",
-  ask: "/ask",
-  setup: "/setup",
-  settings: "/settings",
-} as const;
-
-export default defineAction({
-  description:
-    "Navigate the CRM UI to work, records, tasks, proposals, saved views, Ask CRM, setup, or settings.",
-  schema: z.object({
-    view: viewSchema,
-    recordId: z.string().trim().min(1).max(200).optional(),
-    viewId: z.string().trim().min(1).max(200).optional(),
-    dashboardId: z.string().trim().min(1).max(200).optional(),
-    query: z.string().trim().max(200).optional(),
-    settingsSection: z.enum(["intelligence"]).optional(),
-  }),
-  http: false,
-  run: async (args) => {
-    if (args.view === "record" && !args.recordId) {
-      throw new Error("recordId is required when navigating to a CRM record.");
-    }
-    const basePath =
-      args.view === "record"
-        ? `/records/${encodeURIComponent(args.recordId!)}`
-        : args.view === "settings" && args.settingsSection
-          ? `/settings/${args.settingsSection}`
-          : paths[args.view];
-    const path =
-      args.view === "dashboard" && args.dashboardId
-        ? `${basePath}?id=${encodeURIComponent(args.dashboardId)}`
-        : basePath;
-    await writeAppStateForCurrentTab("navigate", { ...args, path });
-    return { navigatingTo: path };
-  },
-});

package/corpus/templates/crm/actions/provider-api-catalog.ts

@@ -1,22 +0,0 @@
-import { createProviderApiCatalogAction } from "@agent-native/core/provider-api/actions/provider-api";
-import { z } from "zod";
-
-import {
-  CRM_PROVIDER_API_IDS,
-  getCrmProviderApiRuntime,
-} from "../server/lib/provider-api.js";
-
-const ProviderSchema = z.enum(CRM_PROVIDER_API_IDS);
-
-export default createProviderApiCatalogAction(getCrmProviderApiRuntime(), {
-  description:
-    "List the raw HubSpot and Salesforce API capabilities available through CRM's granted workspace connections. Use before provider-api-request when a CRM convenience action cannot express an endpoint, filter, custom object, pagination mode, or API version. Returns metadata and examples, never secret values.",
-  schema: z.object({
-    provider: ProviderSchema.optional().describe(
-      "Optional provider id to inspect: hubspot or salesforce.",
-    ),
-  }),
-  http: { method: "GET" },
-  guidance:
-    "CRM actions are convenience workflows, not a provider capability limit. For an exact HubSpot or Salesforce endpoint, inspect its catalog and docs before provider-api-request. For broad work, stage a bounded paginated result, reduce it with query-staged-dataset or a data program, and report the scope, row count, pagination status, truncation, and gaps.",
-});

package/corpus/templates/crm/actions/provider-api-docs.ts

@@ -1,54 +0,0 @@
-import { createProviderApiDocsAction } from "@agent-native/core/provider-api/actions/provider-api";
-import { z } from "zod";
-
-import {
-  CRM_PROVIDER_API_IDS,
-  getCrmProviderApiRuntime,
-} from "../server/lib/provider-api.js";
-
-const ProviderSchema = z.enum(CRM_PROVIDER_API_IDS);
-const BooleanFromQuerySchema = z.preprocess(
-  (value) => (typeof value === "string" ? value === "true" : value),
-  z.boolean(),
-);
-
-export default createProviderApiDocsAction(getCrmProviderApiRuntime(), {
-  description:
-    "Inspect HubSpot or Salesforce API documentation before an exact provider-api-request when the endpoint, object schema, field, filter operator, relationship, or pagination contract is uncertain.",
-  schema: z.object({
-    provider: ProviderSchema.describe("Provider whose API docs to inspect."),
-    url: z
-      .string()
-      .url()
-      .optional()
-      .describe(
-        "Optional public provider docs/spec URL. The provider catalog returns curated starting URLs.",
-      ),
-    maxBytes: z.coerce
-      .number()
-      .int()
-      .min(1_000)
-      .max(4 * 1024 * 1024)
-      .optional(),
-    maxChars: z.coerce.number().int().min(1).max(200_000).optional(),
-    responseMode: z
-      .enum(["auto", "raw", "text", "markdown", "links", "metadata", "matches"])
-      .optional(),
-    extract: z.enum(["readability", "all-visible", "none"]).optional(),
-    includeLinks: BooleanFromQuerySchema.optional(),
-    search: z
-      .object({
-        query: z.union([z.string(), z.array(z.string())]).optional(),
-        queries: z.array(z.string()).optional(),
-        terms: z.array(z.string()).optional(),
-        regex: z.string().optional(),
-        regexFlags: z.string().optional(),
-        source: z.enum(["extracted", "raw"]).optional(),
-        maxMatches: z.coerce.number().int().min(1).max(500).optional(),
-        contextChars: z.coerce.number().int().min(0).max(1_000).optional(),
-        caseSensitive: BooleanFromQuerySchema.optional(),
-      })
-      .optional(),
-  }),
-  http: { method: "GET" },
-});