@agent-native/core 0.117.2 → 0.118.1

package/corpus/templates/crm/actions/view-screen.ts

@@ -1,218 +0,0 @@
-import { defineAction, type ActionRunContext } from "@agent-native/core/action";
-import { readAppStateForCurrentTab } from "@agent-native/core/application-state";
-import { accessFilter } from "@agent-native/core/sharing";
-import { asc, desc } from "drizzle-orm";
-import { z } from "zod";
-
-import {
-  createConnectedCrmAdapter,
-  isConnectedCrmProvider,
-} from "../server/crm/adapter.js";
-import { createNativeCrmAdapter } from "../server/crm/native-adapter.js";
-import { loadVerifiedReadThroughRecord } from "../server/crm/read-through.js";
-import {
-  getCrmOverview,
-  getCrmRecord,
-  getCrmRecordReadContext,
-  getReadThroughRelationshipSummaries,
-  listCrmProposals,
-  listCrmRecords,
-  listCrmSavedViews,
-  listCrmSignals,
-  listCrmTasks,
-} from "../server/db/crm-store.js";
-import { crmDashboardStore, getDb, schema } from "../server/db/index.js";
-
-type VisibleView =
-  | "work"
-  | "account"
-  | "person"
-  | "opportunity"
-  | "record"
-  | "tasks"
-  | "proposals"
-  | "views"
-  | "dashboard"
-  | "ask"
-  | "setup"
-  | "settings";
-
-export default defineAction({
-  description:
-    "Return an access-scoped snapshot of the visible CRM screen, including relevant records, tasks, proposals, saved views, or setup state.",
-  schema: z.object({}),
-  http: false,
-  readOnly: true,
-  run: async (_args, ctx?: ActionRunContext) => {
-    const navigation = (await readAppStateForCurrentTab("navigation")) as {
-      view?: VisibleView;
-      recordId?: string;
-      viewId?: string;
-      dashboardId?: string;
-      query?: string;
-    } | null;
-    const url = await readAppStateForCurrentTab("__url__");
-    const screen: Record<string, unknown> = { navigation, url };
-
-    switch (navigation?.view) {
-      case "record":
-        if (navigation.recordId) {
-          [screen.record, screen.signals] = await Promise.all([
-            readVisibleRecord(navigation.recordId, ctx),
-            listCrmSignals({ recordId: navigation.recordId, limit: 50 }),
-          ]);
-        } else {
-          screen.record = null;
-          screen.signals = [];
-        }
-        break;
-      case "account":
-      case "person":
-      case "opportunity":
-        screen.records = await listCrmRecords({
-          kind: navigation.view,
-          query: navigation.query,
-          viewId: navigation.viewId,
-          limit: 50,
-        });
-        break;
-      case "tasks":
-        screen.tasks = await listCrmTasks({ limit: 50 });
-        break;
-      case "proposals":
-        screen.proposals = await listCrmProposals({ limit: 50 });
-        break;
-      case "views":
-        screen.savedViews = await listCrmSavedViews({ limit: 50 });
-        break;
-      case "dashboard":
-        {
-          const dashboards = await crmDashboardStore.list({
-            userEmail: ctx?.userEmail,
-            orgId: ctx?.orgId ?? undefined,
-          });
-          screen.dashboards = dashboards;
-          screen.dashboard = navigation?.dashboardId
-            ? (dashboards.find(
-                (dashboard: { id: string }) =>
-                  dashboard.id === navigation.dashboardId,
-              ) ?? null)
-            : (dashboards[0] ?? null);
-        }
-        break;
-      case "ask":
-        [screen.overview, screen.savedViews] = await Promise.all([
-          getCrmOverview(),
-          listCrmSavedViews({ limit: 20 }),
-        ]);
-        break;
-      case "setup":
-        screen.connections = await visibleConnections();
-        break;
-      case "settings":
-        screen.connections = await visibleConnections();
-        screen.signalTrackers = await visibleSignalTrackers();
-        break;
-      case "work":
-      case undefined:
-        screen.overview = await getCrmOverview();
-        break;
-    }
-
-    return screen;
-  },
-});
-
-async function readVisibleRecord(recordId: string, ctx?: ActionRunContext) {
-  const context = await getCrmRecordReadContext(recordId);
-  if (!context) return null;
-  const adapter =
-    context.provider === "native"
-      ? await createNativeCrmAdapter({
-          connectionId: context.connectionId,
-          accessTier: "viewer",
-        })
-      : isConnectedCrmProvider(context.provider) &&
-          context.workspaceConnectionId
-        ? await createConnectedCrmAdapter({
-            provider: context.provider,
-            connectionId: context.workspaceConnectionId,
-            ...(ctx?.userEmail ? { userEmail: ctx.userEmail } : {}),
-            ...(ctx?.orgId !== undefined ? { orgId: ctx.orgId } : {}),
-          })
-        : null;
-  if (!adapter) return null;
-  let readThrough;
-  try {
-    readThrough = await loadVerifiedReadThroughRecord({ adapter, context });
-  } catch {
-    return null;
-  }
-  const relatedRecords = await getReadThroughRelationshipSummaries({
-    context,
-    relationships: readThrough.relationships,
-    currentScopes: readThrough.currentScopes,
-  });
-  return getCrmRecord(recordId, {
-    displayName: readThrough.remote.displayName,
-    fields: readThrough.remote.fields,
-    remoteRevision: readThrough.remote.remoteRevision,
-    remoteUpdatedAt: readThrough.remote.remoteUpdatedAt,
-    relatedRecords,
-    accessScope: readThrough.currentScope,
-  });
-}
-
-async function visibleConnections() {
-  return getDb()
-    .select({
-      id: schema.crmConnections.id,
-      provider: schema.crmConnections.provider,
-      label: schema.crmConnections.label,
-      mode: schema.crmConnections.mode,
-      status: schema.crmConnections.status,
-      lastSyncedAt: schema.crmConnections.lastSyncedAt,
-      updatedAt: schema.crmConnections.updatedAt,
-    })
-    .from(schema.crmConnections)
-    .where(accessFilter(schema.crmConnections, schema.crmConnectionShares))
-    .orderBy(desc(schema.crmConnections.updatedAt))
-    .limit(20);
-}
-
-async function visibleSignalTrackers() {
-  const trackers = await getDb()
-    .select({
-      id: schema.crmSignalTrackers.id,
-      name: schema.crmSignalTrackers.name,
-      description: schema.crmSignalTrackers.description,
-      kind: schema.crmSignalTrackers.kind,
-      keywordsJson: schema.crmSignalTrackers.keywordsJson,
-      classifierPrompt: schema.crmSignalTrackers.classifierPrompt,
-      enabled: schema.crmSignalTrackers.enabled,
-      isDefault: schema.crmSignalTrackers.isDefault,
-    })
-    .from(schema.crmSignalTrackers)
-    .where(
-      accessFilter(schema.crmSignalTrackers, schema.crmSignalTrackerShares),
-    )
-    .orderBy(asc(schema.crmSignalTrackers.name));
-  return trackers.map((tracker) => ({
-    ...tracker,
-    keywords: safeKeywords(tracker.keywordsJson),
-    keywordsJson: undefined,
-  }));
-}
-
-function safeKeywords(value: string): string[] {
-  try {
-    const parsed = JSON.parse(value) as unknown;
-    return Array.isArray(parsed)
-      ? parsed.filter(
-          (keyword): keyword is string => typeof keyword === "string",
-        )
-      : [];
-  } catch {
-    return [];
-  }
-}

package/corpus/templates/crm/agent-native.app-skill.json

@@ -1,58 +0,0 @@
-{
-  "schemaVersion": 1,
-  "id": "crm",
-  "displayName": "CRM",
-  "description": "Run a local-authoritative Native SQL CRM or a field-policy-aware HubSpot and Salesforce companion.",
-  "mcp": { "serverName": "agent-native-crm" },
-  "local": {
-    "template": "crm",
-    "sourcePath": ".",
-    "defaultUrl": "http://127.0.0.1:8107",
-    "commands": {
-      "install": "pnpm install",
-      "dev": "pnpm dev",
-      "start": "pnpm start"
-    }
-  },
-  "auth": {
-    "mode": "oauth",
-    "setup": "Start with Native SQL without an external connection, or connect HubSpot or Salesforce through workspace Connections. CRM never accepts or stores provider credentials."
-  },
-  "surfaces": [
-    { "id": "crm-overview", "action": "get-crm-overview", "path": "/" },
-    { "id": "crm-records", "action": "list-crm-records", "path": "/accounts" },
-    { "id": "crm-tasks", "action": "list-crm-tasks", "path": "/tasks" },
-    {
-      "id": "crm-proposals",
-      "action": "list-crm-proposals",
-      "path": "/proposals"
-    },
-    {
-      "id": "crm-saved-views",
-      "action": "list-crm-saved-views",
-      "path": "/views"
-    },
-    {
-      "id": "crm-signals",
-      "action": "list-crm-signal-hits",
-      "path": "/records"
-    },
-    {
-      "id": "crm-clips-review-recipe",
-      "action": "get-crm-automation-recipe",
-      "path": "/records"
-    }
-  ],
-  "skills": [
-    { "path": ".agents/skills/crm", "visibility": "both", "exportAs": "crm" }
-  ],
-  "hostAdapters": [
-    "codex-plugin",
-    "claude-marketplace",
-    "vercel-skills",
-    "plain-skill",
-    "claude-skill",
-    "chatgpt-mcp",
-    "generic-mcp"
-  ]
-}

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

@@ -1,158 +0,0 @@
-import { useActionMutation } from "@agent-native/core/client/hooks";
-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 { IconPlus } from "@tabler/icons-react";
-import { useQueryClient } from "@tanstack/react-query";
-import { useState } from "react";
-import { useNavigate } from "react-router";
-import { toast } from "sonner";
-
-import type { CrmKind } from "@/lib/types";
-
-import type { CrmValue } from "../../../shared/crm-contract";
-
-const recordCopy: Record<
-  CrmKind,
-  {
-    noun: string;
-    fieldName: string;
-    fieldLabel: string;
-    fieldPlaceholder: string;
-  }
-> = {
-  account: {
-    noun: "account",
-    fieldName: "domain",
-    fieldLabel: "Website",
-    fieldPlaceholder: "example.com",
-  },
-  person: {
-    noun: "person",
-    fieldName: "email",
-    fieldLabel: "Email",
-    fieldPlaceholder: "name@example.com",
-  },
-  opportunity: {
-    noun: "opportunity",
-    fieldName: "stage",
-    fieldLabel: "Stage",
-    fieldPlaceholder: "Discovery",
-  },
-};
-
-export function CreateCrmRecordDialog({ kind }: { kind: CrmKind }) {
-  const navigate = useNavigate();
-  const queryClient = useQueryClient();
-  const copy = recordCopy[kind];
-  const [open, setOpen] = useState(false);
-  const [displayName, setDisplayName] = useState("");
-  const [fieldValue, setFieldValue] = useState("");
-  const create = useActionMutation<
-    { recordId: string },
-    {
-      connectionId?: string;
-      kind: CrmKind;
-      displayName: string;
-      fields?: Record<string, CrmValue>;
-      idempotencyKey?: string;
-    }
-  >("create-crm-record" as never);
-
-  function reset() {
-    setDisplayName("");
-    setFieldValue("");
-  }
-
-  function setDialogOpen(nextOpen: boolean) {
-    setOpen(nextOpen);
-    if (!nextOpen) reset();
-  }
-
-  async function submit() {
-    const fields = fieldValue.trim()
-      ? { [copy.fieldName]: fieldValue.trim() }
-      : undefined;
-    try {
-      const result = await create.mutateAsync({
-        kind,
-        displayName: displayName.trim(),
-        fields,
-      });
-      setDialogOpen(false);
-      void queryClient.invalidateQueries({
-        queryKey: ["action", "list-crm-records"],
-      });
-      toast.success(`Native ${copy.noun} created.`);
-      navigate(`/records/${encodeURIComponent(result.recordId)}`);
-    } catch (error) {
-      toast.error(
-        error instanceof Error
-          ? error.message
-          : `Could not create ${copy.noun}.`,
-      );
-    }
-  }
-
-  return (
-    <Dialog open={open} onOpenChange={setDialogOpen}>
-      <DialogTrigger asChild>
-        <Button size="sm" className="gap-2">
-          <IconPlus className="size-4" /> New {copy.noun}
-        </Button>
-      </DialogTrigger>
-      <DialogContent className="sm:max-w-md">
-        <DialogHeader>
-          <DialogTitle>Create {copy.noun}</DialogTitle>
-          <DialogDescription>
-            This record lives in the local-authoritative Native SQL CRM. You can
-            connect or mirror another CRM separately.
-          </DialogDescription>
-        </DialogHeader>
-        <div className="grid gap-4 py-2">
-          <div className="grid gap-2">
-            <Label htmlFor={`new-${kind}-name`}>Name</Label>
-            <Input
-              id={`new-${kind}-name`}
-              value={displayName}
-              maxLength={300}
-              autoFocus
-              onChange={(event) => setDisplayName(event.target.value)}
-            />
-          </div>
-          <div className="grid gap-2">
-            <Label htmlFor={`new-${kind}-${copy.fieldName}`}>
-              {copy.fieldLabel}{" "}
-              <span className="text-muted-foreground">(optional)</span>
-            </Label>
-            <Input
-              id={`new-${kind}-${copy.fieldName}`}
-              value={fieldValue}
-              maxLength={500}
-              placeholder={copy.fieldPlaceholder}
-              type={copy.fieldName === "email" ? "email" : "text"}
-              onChange={(event) => setFieldValue(event.target.value)}
-            />
-          </div>
-        </div>
-        <DialogFooter>
-          <Button
-            disabled={!displayName.trim() || create.isPending}
-            onClick={() => void submit()}
-          >
-            {create.isPending ? "Creating…" : `Create ${copy.noun}`}
-          </Button>
-        </DialogFooter>
-      </DialogContent>
-    </Dialog>
-  );
-}

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

@@ -1,83 +0,0 @@
-import { useActionQuery } from "@agent-native/core/client/hooks";
-import {
-  GenericChartPanel,
-  MetricCard,
-  type GenericChartConfig,
-} from "@agent-native/toolkit/dashboard";
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-
-import type { CrmDashboardPanelConfig } from "@/lib/types";
-
-type PanelResult = {
-  rows: Record<string, unknown>[];
-  schema?: Array<{ name: string; type: string }>;
-  truncated?: boolean;
-};
-
-export function CrmDashboardPanel({
-  dashboardId,
-  panel,
-  dataPanelId = panel.id,
-}: {
-  dashboardId: string;
-  panel: CrmDashboardPanelConfig;
-  dataPanelId?: string;
-}) {
-  const query = useActionQuery<PanelResult>(
-    "get-crm-dashboard-panel" as never,
-    { dashboardId, panelId: dataPanelId } as never,
-  );
-  const error = query.error instanceof Error ? query.error.message : undefined;
-  const rows = query.data?.rows ?? [];
-
-  if (panel.chartType === "metric") {
-    return (
-      <MetricCard
-        title={panel.title}
-        value={metricValue(rows)}
-        description={query.data?.truncated ? "Source is bounded" : undefined}
-        loading={query.isLoading}
-        error={error}
-      />
-    );
-  }
-
-  const chart: GenericChartConfig = {
-    chartType: panel.chartType,
-    xKey: "stage",
-    yKeys: ["pipelineValue", "opportunities"],
-    ...(panel.chartType === "table"
-      ? { columns: ["stage", "pipelineValue", "opportunities"] }
-      : {}),
-  };
-  return (
-    <Card className="border-border/70 bg-card">
-      <CardHeader className="pb-3">
-        <CardTitle className="text-base">{panel.title}</CardTitle>
-      </CardHeader>
-      <CardContent>
-        <GenericChartPanel
-          data={query.data?.rows}
-          config={panel}
-          chart={chart}
-          loading={query.isLoading}
-          error={error}
-          emptyMessage="No opportunities are available in this pipeline yet."
-        />
-      </CardContent>
-    </Card>
-  );
-}
-
-function metricValue(rows: Record<string, unknown>[]) {
-  return rows.reduce(
-    (total, row) =>
-      total + (typeof row.pipelineValue === "number" ? row.pipelineValue : 0),
-    0,
-  );
-}