@agent-native/core 0.117.2 → 0.118.1

package/corpus/templates/crm/app/routes/dashboard.tsx

@@ -1,118 +0,0 @@
-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 { IconRefresh } from "@tabler/icons-react";
-import { useMemo } from "react";
-import { useNavigate, useSearchParams } from "react-router";
-import { toast } from "sonner";
-
-import { CrmDashboardPanel } from "@/components/crm/CrmDashboardPanel";
-import { PageHeader, SetupEmptyState } from "@/components/crm/Surface";
-import { crmDashboardMetaTitle } from "@/i18n/en-US";
-import { dashboardDataPanelId } from "@/lib/dashboard";
-import type { CrmDashboard } from "@/lib/types";
-
-export function meta() {
-  return [{ title: crmDashboardMetaTitle }];
-}
-
-export default function DashboardRoute() {
-  const t = useT();
-  const [searchParams] = useSearchParams();
-  const navigate = useNavigate();
-  const dashboards = useActionQuery<CrmDashboard[]>(
-    "list-crm-dashboards" as never,
-    {} as never,
-  );
-  const install = useActionMutation<
-    { dashboardId: string },
-    Record<string, never>
-  >("install-crm-pipeline-dashboard" as never);
-  const dashboard = useMemo(() => {
-    const requested = searchParams.get("id");
-    return (
-      dashboards.data?.find((item) => item.id === requested) ??
-      dashboards.data?.find((item) => item.kind === "pipeline")
-    );
-  }, [dashboards.data, searchParams]);
-
-  async function installDashboard() {
-    try {
-      const result = await install.mutateAsync({});
-      navigate(`/dashboard?id=${encodeURIComponent(result.dashboardId)}`, {
-        replace: true,
-      });
-      toast.success(t("dashboard.ready"));
-    } catch (error) {
-      toast.error(
-        error instanceof Error ? error.message : t("dashboard.installFailed"),
-      );
-    }
-  }
-
-  if (dashboards.isLoading) {
-    return (
-      <PageHeader
-        eyebrow="CRM"
-        title={t("dashboard.pipeline")}
-        description={t("dashboard.loadingDescription")}
-      />
-    );
-  }
-
-  if (!dashboard) {
-    return (
-      <>
-        <PageHeader
-          eyebrow="CRM"
-          title={t("dashboard.pipeline")}
-          description={t("dashboard.emptyDescription")}
-        />
-        <SetupEmptyState
-          title={t("dashboard.installTitle")}
-          description={t("dashboard.installDescription")}
-          onSync={installDashboard}
-          isSyncing={install.isPending}
-          actionLabel={t("dashboard.installAction")}
-        />
-      </>
-    );
-  }
-
-  return (
-    <>
-      <PageHeader
-        eyebrow="CRM"
-        title={dashboard.title}
-        description={t("dashboard.liveDescription")}
-        actions={
-          <Button
-            variant="outline"
-            size="sm"
-            className="gap-2"
-            onClick={installDashboard}
-            disabled={install.isPending}
-          >
-            <IconRefresh className="size-4" />
-            {install.isPending
-              ? t("dashboard.updating")
-              : t("dashboard.updatePack")}
-          </Button>
-        }
-      />
-      <div className="grid gap-4 p-5 sm:grid-cols-2 sm:p-7 xl:grid-cols-3">
-        {dashboard.config.panels.map((panel) => (
-          <CrmDashboardPanel
-            key={panel.id}
-            dashboardId={dashboard.id}
-            panel={panel}
-            dataPanelId={dashboardDataPanelId(dashboard.config.panels, panel)}
-          />
-        ))}
-      </div>
-    </>
-  );
-}

package/corpus/templates/crm/app/routes/opportunities.tsx

@@ -1,41 +0,0 @@
-import { useActionQuery } from "@agent-native/core/client/hooks";
-import { useSearchParams } from "react-router";
-
-import { CreateCrmRecordDialog } from "@/components/crm/CreateCrmRecordDialog";
-import { RecordGrid } from "@/components/crm/RecordGrid";
-import { SavedViewDataProgram } from "@/components/crm/SavedViewDataProgram";
-import { PageHeader } from "@/components/crm/Surface";
-import { normalizeRecords } from "@/lib/types";
-
-export function meta() {
-  return [{ title: "Opportunities · CRM" }];
-}
-export default function OpportunitiesRoute() {
-  const [searchParams] = useSearchParams();
-  const viewId = searchParams.get("view") ?? undefined;
-  const query = useActionQuery<unknown>(
-    "list-crm-records" as never,
-    { kind: "opportunity", viewId } as never,
-  );
-  return (
-    <>
-      <PageHeader
-        eyebrow="Records"
-        title="Opportunities"
-        description={
-          viewId
-            ? "Opportunities matching this saved view."
-            : "Opportunities in your Native SQL workspace and connected CRM mirrors."
-        }
-        actions={<CreateCrmRecordDialog kind="opportunity" />}
-      />
-      <SavedViewDataProgram data={query.data} />
-      <RecordGrid
-        kind="opportunity"
-        records={normalizeRecords(query.data, "opportunity")}
-        isLoading={query.isLoading}
-        emptyTitle="No opportunities yet"
-      />
-    </>
-  );
-}

package/corpus/templates/crm/app/routes/people.tsx

@@ -1,41 +0,0 @@
-import { useActionQuery } from "@agent-native/core/client/hooks";
-import { useSearchParams } from "react-router";
-
-import { CreateCrmRecordDialog } from "@/components/crm/CreateCrmRecordDialog";
-import { RecordGrid } from "@/components/crm/RecordGrid";
-import { SavedViewDataProgram } from "@/components/crm/SavedViewDataProgram";
-import { PageHeader } from "@/components/crm/Surface";
-import { normalizeRecords } from "@/lib/types";
-
-export function meta() {
-  return [{ title: "People · CRM" }];
-}
-export default function PeopleRoute() {
-  const [searchParams] = useSearchParams();
-  const viewId = searchParams.get("view") ?? undefined;
-  const query = useActionQuery<unknown>(
-    "list-crm-records" as never,
-    { kind: "person", viewId } as never,
-  );
-  return (
-    <>
-      <PageHeader
-        eyebrow="Records"
-        title="People"
-        description={
-          viewId
-            ? "People matching this saved view."
-            : "People in your Native SQL workspace and connected CRM mirrors."
-        }
-        actions={<CreateCrmRecordDialog kind="person" />}
-      />
-      <SavedViewDataProgram data={query.data} />
-      <RecordGrid
-        kind="person"
-        records={normalizeRecords(query.data, "person")}
-        isLoading={query.isLoading}
-        emptyTitle="No people yet"
-      />
-    </>
-  );
-}

package/corpus/templates/crm/app/routes/proposals.tsx

@@ -1,266 +0,0 @@
-import {
-  useActionMutation,
-  useActionQuery,
-} from "@agent-native/core/client/hooks";
-import {
-  AlertDialog,
-  AlertDialogAction,
-  AlertDialogCancel,
-  AlertDialogContent,
-  AlertDialogDescription,
-  AlertDialogFooter,
-  AlertDialogHeader,
-  AlertDialogTitle,
-  AlertDialogTrigger,
-} from "@agent-native/toolkit/ui/alert-dialog";
-import { Badge } from "@agent-native/toolkit/ui/badge";
-import { Button } from "@agent-native/toolkit/ui/button";
-import { IconExternalLink, IconShieldCheck } from "@tabler/icons-react";
-import { useState } from "react";
-import { Link } from "react-router";
-import { toast } from "sonner";
-
-import {
-  LoadingRows,
-  PageHeader,
-  SetupEmptyState,
-} from "@/components/crm/Surface";
-
-interface ProposalPreview {
-  id: string;
-  recordId?: string;
-  recordName?: string;
-  provider?: string;
-  operation: string;
-  status: string;
-  risk?: string;
-  createdAt?: string;
-  fields?: Array<{ name: string; before?: unknown; after?: unknown }>;
-}
-
-export default function ProposalsRoute() {
-  const query = useActionQuery<unknown>(
-    "list-crm-proposals" as never,
-    { limit: 100 } as never,
-  );
-  const apply = useActionMutation<
-    { status?: string; message?: string },
-    { proposalId: string }
-  >("apply-crm-proposals" as never);
-  const proposals = normalizeProposals(query.data);
-  const [pendingProposalIds, setPendingProposalIds] = useState<Set<string>>(
-    new Set(),
-  );
-
-  async function applyProposal(proposalId: string) {
-    setPendingProposalIds((current) => new Set(current).add(proposalId));
-    try {
-      const result = await apply.mutateAsync({ proposalId });
-      toast.info(
-        result.message ||
-          "Proposal reviewed. Complete the approved change in the connected CRM.",
-      );
-    } catch (error) {
-      toast.error(error instanceof Error ? error.message : "Proposal failed.");
-    } finally {
-      setPendingProposalIds((current) => {
-        const next = new Set(current);
-        next.delete(proposalId);
-        return next;
-      });
-    }
-  }
-
-  return (
-    <>
-      <PageHeader
-        eyebrow="Review"
-        title="Proposals"
-        description="Review the exact record and field scope before completing provider changes upstream."
-      />
-      {query.isLoading ? (
-        <LoadingRows rows={6} />
-      ) : proposals.length ? (
-        <div className="grid gap-3 p-5 sm:p-7">
-          {proposals.map((proposal) => (
-            <section
-              key={proposal.id}
-              className="rounded-lg border border-border/70 bg-card p-4"
-            >
-              <div className="flex flex-wrap items-start justify-between gap-3">
-                <div>
-                  <div className="flex flex-wrap items-center gap-2">
-                    <p className="text-sm font-medium">
-                      {proposal.recordName || "CRM record"}
-                    </p>
-                    <Badge
-                      variant="secondary"
-                      className="font-normal capitalize"
-                    >
-                      {proposal.status}
-                    </Badge>
-                    {proposal.risk ? (
-                      <Badge
-                        variant="outline"
-                        className="font-normal capitalize"
-                      >
-                        {proposal.risk}
-                      </Badge>
-                    ) : null}
-                  </div>
-                  <p className="mt-1 text-xs text-muted-foreground">
-                    {proposal.operation}
-                    {proposal.createdAt
-                      ? ` · ${formatDate(proposal.createdAt)}`
-                      : ""}
-                  </p>
-                </div>
-                <div className="flex items-center gap-2">
-                  {proposal.recordId ? (
-                    <Button
-                      asChild
-                      variant="ghost"
-                      size="sm"
-                      className="gap-1.5"
-                    >
-                      <Link
-                        to={`/records/${encodeURIComponent(proposal.recordId)}`}
-                      >
-                        Record <IconExternalLink className="size-3.5" />
-                      </Link>
-                    </Button>
-                  ) : null}
-                  {proposal.status === "pending" ? (
-                    <ApprovalButton
-                      proposal={proposal}
-                      pending={pendingProposalIds.has(proposal.id)}
-                      onApprove={() => void applyProposal(proposal.id)}
-                    />
-                  ) : null}
-                </div>
-              </div>
-              <ProposalFields fields={proposal.fields} />
-            </section>
-          ))}
-        </div>
-      ) : (
-        <SetupEmptyState
-          title="No CRM proposals"
-          description="Agent-initiated provider edits appear here before anything changes upstream."
-        />
-      )}
-    </>
-  );
-}
-
-function ApprovalButton({
-  proposal,
-  pending,
-  onApprove,
-}: {
-  proposal: ProposalPreview;
-  pending: boolean;
-  onApprove: () => void;
-}) {
-  const fieldNames = proposal.fields?.map((field) => field.name).join(", ");
-  return (
-    <AlertDialog>
-      <AlertDialogTrigger asChild>
-        <Button size="sm" className="gap-1.5" disabled={pending}>
-          <IconShieldCheck className="size-4" /> Review upstream change
-        </Button>
-      </AlertDialogTrigger>
-      <AlertDialogContent>
-        <AlertDialogHeader>
-          <AlertDialogTitle>Review this provider change</AlertDialogTitle>
-          <AlertDialogDescription>
-            This connection has not proved an atomic expected-revision write.
-            Review
-            {proposal.recordName ? ` ${proposal.recordName}` : " this record"}
-            {fieldNames ? ` in ${fieldNames}` : ""}, then make the change in
-            {proposal.provider === "salesforce" ? " Salesforce" : " HubSpot"}.
-          </AlertDialogDescription>
-        </AlertDialogHeader>
-        <ProposalFields fields={proposal.fields} />
-        <AlertDialogFooter>
-          <AlertDialogCancel>Cancel</AlertDialogCancel>
-          <AlertDialogAction onClick={onApprove}>Acknowledge</AlertDialogAction>
-        </AlertDialogFooter>
-      </AlertDialogContent>
-    </AlertDialog>
-  );
-}
-
-function ProposalFields({ fields }: { fields?: ProposalPreview["fields"] }) {
-  if (!fields?.length) {
-    return (
-      <p className="mt-4 text-sm text-muted-foreground">
-        The field preview is unavailable. Approval remains scoped to this single
-        record.
-      </p>
-    );
-  }
-  return (
-    <dl className="mt-4 divide-y divide-border/70 rounded-md border border-border/70">
-      {fields.slice(0, 20).map((field) => (
-        <div
-          key={field.name}
-          className="grid grid-cols-[8rem_1fr_1fr] gap-3 px-3 py-2 text-sm"
-        >
-          <dt className="truncate text-muted-foreground">{field.name}</dt>
-          <dd className="break-words">{displayValue(field.before)}</dd>
-          <dd className="break-words font-medium">
-            {displayValue(field.after)}
-          </dd>
-        </div>
-      ))}
-    </dl>
-  );
-}
-
-function normalizeProposals(data: unknown): ProposalPreview[] {
-  const rows =
-    isObject(data) && Array.isArray(data.proposals) ? data.proposals : [];
-  return rows.flatMap((row) => {
-    if (!isObject(row) || typeof row.id !== "string") return [];
-    const fields = Array.isArray(row.fields)
-      ? row.fields.flatMap((field) =>
-          isObject(field) && typeof field.name === "string"
-            ? [{ name: field.name, before: field.before, after: field.after }]
-            : [],
-        )
-      : undefined;
-    return [
-      {
-        id: row.id,
-        recordId: typeof row.recordId === "string" ? row.recordId : undefined,
-        recordName:
-          typeof row.recordName === "string" ? row.recordName : undefined,
-        provider: typeof row.provider === "string" ? row.provider : undefined,
-        operation: typeof row.operation === "string" ? row.operation : "update",
-        status: typeof row.status === "string" ? row.status : "pending",
-        risk: typeof row.risk === "string" ? row.risk : undefined,
-        createdAt:
-          typeof row.createdAt === "string" ? row.createdAt : undefined,
-        fields,
-      },
-    ];
-  });
-}
-
-function isObject(value: unknown): value is Record<string, unknown> {
-  return Boolean(value) && typeof value === "object" && !Array.isArray(value);
-}
-
-function displayValue(value: unknown) {
-  if (value === null || value === undefined || value === "") return "—";
-  if (typeof value === "string" || typeof value === "number")
-    return String(value);
-  if (typeof value === "boolean") return value ? "Yes" : "No";
-  return "Structured value";
-}
-
-function formatDate(value: string) {
-  const date = new Date(value);
-  return Number.isNaN(date.valueOf()) ? value : date.toLocaleString();
-}

package/corpus/templates/crm/app/routes/records.$recordId.tsx

@@ -1,35 +0,0 @@
-import {
-  useActionMutation,
-  useActionQuery,
-} from "@agent-native/core/client/hooks";
-import { useParams } from "react-router";
-
-import { RecordActions } from "@/components/crm/RecordActions";
-import { RecordWorkspace } from "@/components/crm/RecordWorkspace";
-import { normalizeRecord, type CrmRecordDetail } from "@/lib/types";
-
-export default function RecordRoute() {
-  const { recordId } = useParams();
-  const query = useActionQuery<unknown>(
-    "get-crm-record" as never,
-    { recordId } as never,
-    { enabled: Boolean(recordId) },
-  );
-  const manageTask = useActionMutation<
-    unknown,
-    { taskId: string; status: "done" }
-  >("manage-crm-task" as never);
-  const summary = normalizeRecord(query.data, "account");
-  const detail = summary
-    ? ({ ...summary, ...(query.data as object) } as CrmRecordDetail)
-    : undefined;
-  return (
-    <RecordWorkspace
-      record={detail}
-      isLoading={query.isLoading}
-      isCompletingTask={manageTask.isPending}
-      onCompleteTask={(taskId) => manageTask.mutate({ taskId, status: "done" })}
-      actions={detail ? <RecordActions record={detail} /> : undefined}
-    />
-  );
-}

package/corpus/templates/crm/app/routes/settings.tsx

@@ -1,63 +0,0 @@
-import { ChangelogSettingsCard } from "@agent-native/core/client/changelog";
-import {
-  SettingsTabsPage,
-  useAgentSettingsTabs,
-  type SettingsTabItem,
-} from "@agent-native/core/client/settings";
-import { IconWaveSine } from "@tabler/icons-react";
-import { useMemo } from "react";
-import { useLocation } from "react-router";
-
-import { IntelligenceSettings } from "@/components/crm/IntelligenceSettings";
-
-import changelog from "../../CHANGELOG.md?raw";
-
-export function meta() {
-  return [{ title: "CRM settings" }];
-}
-
-export default function SettingsRoute() {
-  const location = useLocation();
-  const agentSettingsTabs = useAgentSettingsTabs();
-  const tabs = useMemo<SettingsTabItem[]>(
-    () => [
-      {
-        id: "intelligence",
-        label: "Intelligence",
-        icon: IconWaveSine,
-        keywords: "signals trackers keywords smart detectors call evidence",
-        content: <IntelligenceSettings />,
-      },
-      ...agentSettingsTabs,
-    ],
-    [agentSettingsTabs],
-  );
-  const defaultTab = location.pathname.includes("connections")
-    ? "connections"
-    : location.pathname.includes("intelligence")
-      ? "intelligence"
-      : "general";
-
-  return (
-    <SettingsTabsPage
-      defaultTab={defaultTab}
-      extraTabs={tabs}
-      general={
-        <div className="mx-auto w-full max-w-2xl space-y-3">
-          <h1 className="text-xl font-semibold tracking-tight">CRM settings</h1>
-          <p className="text-sm leading-6 text-muted-foreground">
-            Native SQL keeps CRM-owned records local and portable. HubSpot and
-            Salesforce use workspace Connections; their mirrors store only
-            allow-listed fields, scoped metadata, and bounded evidence
-            references.
-          </p>
-        </div>
-      }
-      whatsNew={
-        <div className="mx-auto w-full max-w-2xl">
-          <ChangelogSettingsCard markdown={changelog} />
-        </div>
-      }
-    />
-  );
-}