@agent-native/core 0.117.2 → 0.118.1

package/corpus/templates/crm/actions/update-crm-record.ts

@@ -1,510 +0,0 @@
-import { defineAction, type ActionRunContext } from "@agent-native/core/action";
-import { accessFilter, assertAccess } from "@agent-native/core/sharing";
-import { and, eq } from "drizzle-orm";
-import { z } from "zod";
-
-import { createNativeCrmAdapter } from "../server/crm/native-adapter.js";
-import { getDb, schema } from "../server/db/index.js";
-import { decideCrmWritePolicy, type CrmValue } from "../shared/crm-contract.js";
-import { resolveCrmSalesDelegatedWrite } from "../shared/crm-sales-config.js";
-import {
-  crmInitiatedBy,
-  crmWriteRisk,
-  isSafeCrmMutationFields,
-  MAX_CRM_FIELDS_PER_MUTATION,
-  scopedCrmIdempotencyKey,
-  toJson,
-} from "./_crm-action-utils.js";
-
-export const fieldPatchSchema = z
-  .record(z.string().trim().min(1).max(120), z.unknown())
-  .refine(
-    (fields) =>
-      Object.keys(fields).length >= 1 &&
-      Object.keys(fields).length <= MAX_CRM_FIELDS_PER_MUTATION,
-    `Provide between 1 and ${MAX_CRM_FIELDS_PER_MUTATION} fields.`,
-  )
-  .refine(
-    isSafeCrmMutationFields,
-    "CRM fields and values cannot contain media, transcripts, data URLs, base64, or oversized JSON.",
-  );
-
-type CrmTransaction = Parameters<
-  Parameters<ReturnType<typeof getDb>["transaction"]>[0]
->[0];
-
-function fieldColumns(value: CrmValue) {
-  if (typeof value === "string") {
-    return {
-      stringValue: value,
-      numberValue: null,
-      booleanValue: null,
-      jsonValue: null,
-    };
-  }
-  if (typeof value === "number") {
-    return {
-      stringValue: null,
-      numberValue: value,
-      booleanValue: null,
-      jsonValue: null,
-    };
-  }
-  if (typeof value === "boolean") {
-    return {
-      stringValue: null,
-      numberValue: null,
-      booleanValue: value,
-      jsonValue: null,
-    };
-  }
-  if (value === null) {
-    return {
-      stringValue: null,
-      numberValue: null,
-      booleanValue: null,
-      jsonValue: null,
-    };
-  }
-  return {
-    stringValue: null,
-    numberValue: null,
-    booleanValue: null,
-    jsonValue: toJson(value, 8_000),
-  };
-}
-
-function needsLocalApproval(args: {
-  target: "local" | "provider";
-  fields: Record<string, unknown>;
-}) {
-  if (args.target !== "local") return false;
-  const risk = crmWriteRisk(Object.keys(args.fields));
-  return risk !== "routine" || Object.keys(args.fields).length > 1;
-}
-
-function isUniqueConstraintError(error: unknown): boolean {
-  const message = error instanceof Error ? error.message : "";
-  return /unique constraint|duplicate key|already exists/i.test(message);
-}
-
-async function updateLocalFields(input: {
-  tx: CrmTransaction;
-  record: typeof schema.crmRecords.$inferSelect;
-  fields: Record<string, CrmValue>;
-  policies: Array<typeof schema.crmFieldPolicies.$inferSelect>;
-}) {
-  const now = new Date().toISOString();
-  const policyByName = new Map(
-    input.policies.map((policy) => [policy.fieldName, policy]),
-  );
-  for (const [fieldName, value] of Object.entries(input.fields)) {
-    const policy = policyByName.get(fieldName)!;
-    const values = {
-      ...fieldColumns(value),
-      valueType: policy.valueType,
-      storagePolicy: "local-authoritative" as const,
-      provenanceJson: toJson(
-        [
-          {
-            provider: "native",
-            connectionId: input.record.connectionId,
-            objectType: input.record.objectType,
-            remoteId: input.record.remoteId,
-            fieldName,
-            observedAt: now,
-          },
-        ],
-        2_000,
-      ),
-      accessScopeKey: input.record.accessScopeKey,
-      accessScopeJson: input.record.accessScopeJson,
-      updatedAt: now,
-    };
-    const existing = await input.tx
-      .select({ id: schema.crmRecordFields.id })
-      .from(schema.crmRecordFields)
-      .where(
-        and(
-          eq(schema.crmRecordFields.recordId, input.record.id),
-          eq(schema.crmRecordFields.fieldName, fieldName),
-          accessFilter(schema.crmRecordFields, schema.crmRecordFieldShares),
-        ),
-      )
-      .limit(1);
-    if (existing[0]) {
-      await input.tx
-        .update(schema.crmRecordFields)
-        .set(values)
-        .where(
-          and(
-            eq(schema.crmRecordFields.id, existing[0].id),
-            accessFilter(
-              schema.crmRecordFields,
-              schema.crmRecordFieldShares,
-              undefined,
-              "editor",
-            ),
-          ),
-        );
-    } else {
-      await input.tx.insert(schema.crmRecordFields).values({
-        id: crypto.randomUUID(),
-        recordId: input.record.id,
-        fieldPolicyId: policy.id,
-        fieldName,
-        remoteRevision: null,
-        ...values,
-        ownerEmail: input.record.ownerEmail,
-        orgId: input.record.orgId,
-        visibility: input.record.visibility,
-        createdAt: now,
-      });
-    }
-  }
-
-  if (
-    Object.prototype.hasOwnProperty.call(input.fields, "desiredCadenceDays")
-  ) {
-    const cadence = input.fields.desiredCadenceDays;
-    if (
-      cadence !== null &&
-      (typeof cadence !== "number" ||
-        !Number.isInteger(cadence) ||
-        cadence < 1 ||
-        cadence > 365)
-    ) {
-      throw new Error(
-        "desiredCadenceDays must be null or an integer from 1 to 365.",
-      );
-    }
-    await input.tx
-      .update(schema.crmRecords)
-      .set({ desiredCadenceDays: cadence, updatedAt: now })
-      .where(
-        and(
-          eq(schema.crmRecords.id, input.record.id),
-          accessFilter(
-            schema.crmRecords,
-            schema.crmRecordShares,
-            undefined,
-            "editor",
-          ),
-        ),
-      );
-  }
-}
-
-export default defineAction({
-  description:
-    "Submit a revision-aware CRM record update. The initial release always saves HubSpot and Salesforce provider updates as proposals and fails closed unless an atomic expected-revision write path is proven. Local-authoritative fields may be applied after the applicable approval policy is satisfied.",
-  schema: z.object({
-    recordId: z.string().trim().min(1).max(128),
-    target: z.enum(["local", "provider"]).default("provider"),
-    fields: fieldPatchSchema,
-    expectedRemoteRevision: z.string().trim().min(1).max(256).optional(),
-    idempotencyKey: z.string().trim().min(1).max(256).optional(),
-  }),
-  needsApproval: needsLocalApproval,
-  audit: {
-    target: (_args, result) => {
-      const response = result as {
-        recordId: string;
-        ownerEmail: string;
-        orgId: string | null;
-        visibility: "private" | "org";
-      };
-      return {
-        type: "crm-record",
-        id: response.recordId,
-        ownerEmail: response.ownerEmail,
-        orgId: response.orgId,
-        visibility: response.visibility,
-      };
-    },
-    summary: (args) =>
-      `Submitted CRM ${args.target} update for record ${args.recordId}`,
-    recordInputs: false,
-  },
-  run: async (args, ctx?: ActionRunContext) => {
-    await assertAccess("crm-record", args.recordId, "editor");
-    const db = getDb();
-    const [record] = await db
-      .select()
-      .from(schema.crmRecords)
-      .where(
-        and(
-          eq(schema.crmRecords.id, args.recordId),
-          accessFilter(
-            schema.crmRecords,
-            schema.crmRecordShares,
-            undefined,
-            "editor",
-          ),
-        ),
-      )
-      .limit(1);
-    if (!record || record.tombstone)
-      throw new Error("CRM record is unavailable for updates.");
-
-    const fields = args.fields as Record<string, CrmValue>;
-    const fieldNames = Object.keys(fields);
-    const policies = await db
-      .select()
-      .from(schema.crmFieldPolicies)
-      .where(
-        and(
-          eq(schema.crmFieldPolicies.connectionId, record.connectionId),
-          eq(schema.crmFieldPolicies.objectType, record.objectType),
-          accessFilter(schema.crmFieldPolicies, schema.crmFieldPolicyShares),
-        ),
-      );
-    const policyByName = new Map(
-      policies.map((policy) => [policy.fieldName, policy]),
-    );
-    const missing = fieldNames.filter(
-      (fieldName) => !policyByName.has(fieldName),
-    );
-    const blocked = fieldNames.filter((fieldName) => {
-      const policy = policyByName.get(fieldName);
-      return (
-        !policy || !policy.updateable || policy.storagePolicy === "redacted"
-      );
-    });
-    if (missing.length || blocked.length) {
-      const error = new Error(
-        `Only discovered, updateable CRM fields can be changed. Unsupported: ${[...new Set([...missing, ...blocked])].join(", ")}`,
-      ) as Error & { statusCode?: number };
-      error.statusCode = 422;
-      throw error;
-    }
-
-    const wrongAuthority = fieldNames.filter((fieldName) => {
-      const storagePolicy = policyByName.get(fieldName)?.storagePolicy;
-      return args.target === "local"
-        ? storagePolicy !== "local-authoritative"
-        : storagePolicy === "derived-local" ||
-            storagePolicy === "local-authoritative";
-    });
-    if (wrongAuthority.length) {
-      throw new Error(
-        `${args.target === "local" ? "Local" : "Provider"} authority does not own: ${wrongAuthority.join(", ")}`,
-      );
-    }
-
-    const risk = crmWriteRisk(fieldNames);
-    const initiatedBy = crmInitiatedBy(ctx);
-    const writePolicy = {
-      initiatedBy,
-      target: args.target,
-      reversibility: "compensatable",
-      scope: fieldNames.length === 1 ? "single-field" : "single-record",
-      risk,
-    } as const;
-    const delegation = resolveCrmSalesDelegatedWrite({
-      context: ctx,
-      operation: "update",
-      policy: {
-        ...writePolicy,
-        delegatedAuthority: false,
-        storedAutomationPolicy: false,
-      },
-    });
-    const decision = decideCrmWritePolicy({ ...writePolicy, ...delegation });
-    if (decision === "deny")
-      throw new Error(
-        "This CRM update is not authorized by the current write policy.",
-      );
-    if (
-      initiatedBy === "automation" &&
-      args.target === "local" &&
-      decision !== "execute"
-    ) {
-      throw new Error(
-        "This CRM automation may only execute an explicitly delegated routine local update.",
-      );
-    }
-
-    const ownership = {
-      ownerEmail: record.ownerEmail,
-      orgId: record.orgId,
-      visibility: record.visibility,
-    };
-    const patchJson = toJson({ fields }, 12_000);
-    const expectedRemoteRevision =
-      args.target === "provider"
-        ? (args.expectedRemoteRevision ?? record.remoteRevision)
-        : (args.expectedRemoteRevision ?? null);
-    if (args.target === "provider" && !expectedRemoteRevision) {
-      throw new Error(
-        "CRM provider updates require a current remote revision. Refresh the record before proposing a change.",
-      );
-    }
-    const idempotencyKey = await scopedCrmIdempotencyKey({
-      ...ownership,
-      recordId: record.id,
-      key: args.idempotencyKey ?? crypto.randomUUID(),
-    });
-    const findExisting = async () => {
-      const [existing] = await db
-        .select()
-        .from(schema.crmMutations)
-        .where(
-          and(
-            eq(schema.crmMutations.idempotencyKey, idempotencyKey),
-            accessFilter(schema.crmMutations, schema.crmMutationShares),
-          ),
-        )
-        .limit(1);
-      return existing;
-    };
-    const replay = (existing: typeof schema.crmMutations.$inferSelect) => {
-      if (
-        existing.recordId !== record.id ||
-        existing.target !== args.target ||
-        existing.patchJson !== patchJson ||
-        existing.expectedRemoteRevision !== expectedRemoteRevision
-      ) {
-        throw new Error(
-          "CRM idempotency key was already used for a different mutation.",
-        );
-      }
-      return {
-        mutationId: existing.id,
-        recordId: record.id,
-        status: existing.status,
-        decision: existing.policyDecision,
-        replayed: true as const,
-        ownerEmail: record.ownerEmail,
-        orgId: record.orgId,
-        visibility: record.visibility,
-      };
-    };
-    const existing = await findExisting();
-    if (existing) return replay(existing);
-
-    const now = new Date().toISOString();
-    const mutationId = crypto.randomUUID();
-    if (args.target === "local" && record.provider === "native") {
-      if (!args.expectedRemoteRevision) {
-        throw new Error(
-          "Native SQL CRM updates require the current record revision. Refresh the record and retry.",
-        );
-      }
-      const adapter = await createNativeCrmAdapter({
-        connectionId: record.connectionId,
-        initiatedBy,
-      });
-      const result = await adapter.applyMutation({
-        operation: "update",
-        record: {
-          connectionId: record.connectionId,
-          provider: "native",
-          objectType: record.objectType,
-          kind: record.kind,
-          remoteId: record.remoteId,
-          localId: record.id,
-        },
-        fields,
-        expectedRemoteRevision: args.expectedRemoteRevision,
-        idempotencyKey,
-      });
-      if (result.status !== "applied") {
-        throw new Error(
-          result.message ?? `Native SQL CRM update ${result.status}.`,
-        );
-      }
-      const applied = await findExisting();
-      if (!applied) {
-        throw new Error(
-          "Native SQL CRM update succeeded but its audit mutation could not be verified.",
-        );
-      }
-      return {
-        mutationId: applied.id,
-        recordId: record.id,
-        status: "applied" as const,
-        revision: result.remoteRevision,
-        ownerEmail: record.ownerEmail,
-        orgId: record.orgId,
-        visibility: record.visibility,
-      };
-    }
-    if (args.target === "local") {
-      try {
-        await db.transaction(async (tx) => {
-          await updateLocalFields({ tx, record, fields, policies });
-          await tx.insert(schema.crmMutations).values({
-            id: mutationId,
-            recordId: record.id,
-            connectionId: record.connectionId,
-            operation: "update",
-            initiatedBy,
-            target: "local",
-            policyDecision: decision,
-            risk,
-            status: "applied",
-            patchJson,
-            beforeJson: "{}",
-            afterJson: patchJson,
-            idempotencyKey,
-            expectedRemoteRevision,
-            appliedAt: now,
-            ...ownership,
-            createdAt: now,
-            updatedAt: now,
-          });
-        });
-      } catch (error) {
-        if (!isUniqueConstraintError(error)) throw error;
-        const raced = await findExisting();
-        if (raced) return replay(raced);
-        throw error;
-      }
-      return {
-        mutationId,
-        recordId: record.id,
-        status: "applied" as const,
-        ownerEmail: record.ownerEmail,
-        orgId: record.orgId,
-        visibility: record.visibility,
-      };
-    }
-
-    try {
-      await db.insert(schema.crmMutations).values({
-        id: mutationId,
-        recordId: record.id,
-        connectionId: record.connectionId,
-        operation: "update",
-        initiatedBy,
-        target: "provider",
-        policyDecision: decision,
-        risk,
-        status: "pending",
-        patchJson,
-        beforeJson: toJson({ remoteRevision: record.remoteRevision }, 1_000),
-        afterJson: "{}",
-        idempotencyKey,
-        expectedRemoteRevision,
-        ...ownership,
-        createdAt: now,
-        updatedAt: now,
-      });
-    } catch (error) {
-      if (!isUniqueConstraintError(error)) throw error;
-      const raced = await findExisting();
-      if (raced) return replay(raced);
-      throw error;
-    }
-    return {
-      mutationId,
-      recordId: record.id,
-      status: "pending" as const,
-      decision,
-      ownerEmail: record.ownerEmail,
-      orgId: record.orgId,
-      visibility: record.visibility,
-    };
-  },
-});