@agent-native/core 0.118.0 → 0.118.1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/corpus/README.md +2 -2
- package/corpus/core/CHANGELOG.md +21 -0
- package/corpus/core/package.json +1 -1
- package/corpus/core/src/a2a/client.ts +32 -10
- package/corpus/core/src/cli/index.ts +18 -10
- package/corpus/core/src/cli/multi-frontier-runs.ts +5 -3
- package/corpus/core/src/cli/templates-meta.ts +0 -12
- package/corpus/core/src/cli/workspace-dev.ts +1 -1
- package/corpus/core/src/client/AgentPanel.tsx +9 -1
- package/corpus/core/src/client/RunStuckBanner.tsx +39 -47
- package/corpus/core/src/client/chat/action-chat-ui-surface.tsx +32 -0
- package/corpus/core/src/client/chat/message-components.tsx +53 -8
- package/corpus/core/src/client/chat/tool-call-display.tsx +24 -9
- package/corpus/core/src/client/chat/widgets/InlineExtensionWidget.tsx +0 -1
- package/corpus/core/src/client/chat/widgets/builtin-tool-renderers.tsx +7 -3
- package/corpus/core/src/client/conversation/AgentConversation.tsx +12 -1
- package/corpus/core/src/client/error-capture.ts +2 -6
- package/corpus/core/src/client/resources/McpConnectionSuggestion.tsx +20 -14
- package/corpus/core/src/client/resources/ResourcesPanel.tsx +5 -1
- package/corpus/core/src/client/resources/mcp-integration-catalog.ts +7 -17
- package/corpus/core/src/client/resources/mcp-integration-logos.ts +2 -2
- package/corpus/core/src/client/route-chunk-recovery.ts +5 -3
- package/corpus/core/src/client/session-replay.ts +3 -3
- package/corpus/core/src/client/settings/SettingsPanel.tsx +15 -6
- package/corpus/core/src/client/transcription/use-live-transcription.ts +64 -45
- package/corpus/core/src/deploy/build.ts +2 -1
- package/corpus/core/src/guards/db-tool-scoping.ts +1 -1
- package/corpus/core/src/integrations/adapters/slack.ts +84 -5
- package/corpus/core/src/integrations/index.ts +5 -1
- package/corpus/core/src/localization/default-messages.ts +1 -1
- package/corpus/core/src/mcp-client/oauth-routes.ts +45 -12
- package/corpus/core/src/server/realtime-voice.ts +4 -1
- package/corpus/core/src/templates/workspace-core/.agents/skills/voice-transcription/SKILL.md +7 -5
- package/corpus/core/src/terminal/cli-registry.ts +1 -1
- package/corpus/core/src/vite/client.ts +166 -1
- package/corpus/templates/analytics/app/hooks/use-dashboard-views.ts +13 -1
- package/corpus/templates/analytics/app/pages/adhoc/sql-dashboard/ViewsMenu.tsx +10 -0
- package/corpus/templates/analytics/changelog/2026-07-22-show-a-useful-error-when-saving-a-dashboard-view-fails.md +6 -0
- package/corpus/templates/brain/app/routes/sources.tsx +181 -114
- package/corpus/templates/clips/AGENTS.md +8 -6
- package/corpus/templates/clips/actions/request-transcript.ts +90 -420
- package/corpus/templates/clips/actions/save-browser-transcript.ts +11 -28
- package/corpus/templates/clips/app/components/capture-install-options.tsx +5 -3
- package/corpus/templates/clips/app/components/player/transcript-panel.tsx +3 -136
- package/corpus/templates/clips/app/lib/capture-install-options.ts +15 -4
- package/corpus/templates/clips/app/routes/download.tsx +3 -2
- package/corpus/templates/clips/changelog/2026-07-22-fixed-an-intermittent-hydration-error-on-the-download-page.md +6 -0
- package/corpus/templates/clips/changelog/2026-07-22-fixed-transcript-generation-when-native-speech-capture-retur.md +6 -0
- package/corpus/templates/clips/changelog/2026-07-22-transcript-generation-now-retries-with-backup-speech-recogni.md +6 -0
- package/corpus/templates/clips/server/lib/public-agent-context.ts +2 -2
- package/corpus/templates/clips/server/register-secrets.ts +7 -6
- package/corpus/templates/content/app/components/editor/SlashCommandMenu.tsx +16 -84
- package/corpus/templates/content/app/components/editor/VisualEditor.tsx +13 -7
- package/corpus/templates/content/app/components/editor/extensions/ImageBlock.tsx +2 -2
- package/corpus/templates/content/app/i18n-data.ts +10 -0
- package/corpus/templates/design/server/lib/fig-file-decoder.ts +1 -0
- package/corpus/templates/plan/app/entry.client.tsx +3 -0
- package/corpus/templates/plan/changelog/2026-07-22-recover-stale-pages-after-a-deployment-refresh-automatically.md +6 -0
- package/corpus/templates/slides/app/hooks/use-agent-generating.ts +10 -3
- package/corpus/templates/slides/app/pages/Index.tsx +1 -0
- package/corpus/templates/slides/changelog/2026-07-22-new-deck-prompts-now-open-in-their-own-visible-chat-thread.md +6 -0
- package/corpus/toolkit/CHANGELOG.md +9 -0
- package/corpus/toolkit/package.json +1 -1
- package/corpus/toolkit/src/composer/PromptComposer.tsx +5 -1
- package/corpus/toolkit/src/composer/RealtimeVoiceMode.tsx +119 -31
- package/corpus/toolkit/src/composer/useRealtimeVoiceMode.tsx +30 -0
- package/corpus/toolkit/src/conformance/runner.tsx +153 -1
- package/corpus/toolkit/src/editor/SharedRichEditor.tsx +13 -2
- package/corpus/toolkit/src/editor/SlashCommandMenu.tsx +20 -0
- package/corpus/toolkit/src/editor/index.ts +2 -0
- package/corpus/toolkit/src/styles.css +52 -23
- package/dist/a2a/client.d.ts +3 -1
- package/dist/a2a/client.d.ts.map +1 -1
- package/dist/a2a/client.js +17 -12
- package/dist/a2a/client.js.map +1 -1
- package/dist/cli/index.js +18 -8
- package/dist/cli/index.js.map +1 -1
- package/dist/cli/multi-frontier-runs.js +3 -3
- package/dist/cli/multi-frontier-runs.js.map +1 -1
- package/dist/cli/templates-meta.d.ts.map +1 -1
- package/dist/cli/templates-meta.js +0 -12
- package/dist/cli/templates-meta.js.map +1 -1
- package/dist/cli/workspace-dev.js +1 -1
- package/dist/cli/workspace-dev.js.map +1 -1
- package/dist/client/AgentPanel.d.ts.map +1 -1
- package/dist/client/AgentPanel.js +4 -1
- package/dist/client/AgentPanel.js.map +1 -1
- package/dist/client/RunStuckBanner.d.ts +3 -5
- package/dist/client/RunStuckBanner.d.ts.map +1 -1
- package/dist/client/RunStuckBanner.js +17 -18
- package/dist/client/RunStuckBanner.js.map +1 -1
- package/dist/client/chat/action-chat-ui-surface.d.ts +8 -0
- package/dist/client/chat/action-chat-ui-surface.d.ts.map +1 -0
- package/dist/client/chat/action-chat-ui-surface.js +10 -0
- package/dist/client/chat/action-chat-ui-surface.js.map +1 -0
- package/dist/client/chat/message-components.d.ts +3 -0
- package/dist/client/chat/message-components.d.ts.map +1 -1
- package/dist/client/chat/message-components.js +40 -7
- package/dist/client/chat/message-components.js.map +1 -1
- package/dist/client/chat/tool-call-display.d.ts +3 -1
- package/dist/client/chat/tool-call-display.d.ts.map +1 -1
- package/dist/client/chat/tool-call-display.js +13 -9
- package/dist/client/chat/tool-call-display.js.map +1 -1
- package/dist/client/chat/widgets/InlineExtensionWidget.d.ts.map +1 -1
- package/dist/client/chat/widgets/InlineExtensionWidget.js +1 -1
- package/dist/client/chat/widgets/InlineExtensionWidget.js.map +1 -1
- package/dist/client/chat/widgets/builtin-tool-renderers.d.ts.map +1 -1
- package/dist/client/chat/widgets/builtin-tool-renderers.js +5 -3
- package/dist/client/chat/widgets/builtin-tool-renderers.js.map +1 -1
- package/dist/client/conversation/AgentConversation.d.ts.map +1 -1
- package/dist/client/conversation/AgentConversation.js +3 -2
- package/dist/client/conversation/AgentConversation.js.map +1 -1
- package/dist/client/error-capture.d.ts.map +1 -1
- package/dist/client/error-capture.js +2 -2
- package/dist/client/error-capture.js.map +1 -1
- package/dist/client/resources/McpConnectionSuggestion.d.ts +1 -0
- package/dist/client/resources/McpConnectionSuggestion.d.ts.map +1 -1
- package/dist/client/resources/McpConnectionSuggestion.js +9 -8
- package/dist/client/resources/McpConnectionSuggestion.js.map +1 -1
- package/dist/client/resources/ResourcesPanel.d.ts.map +1 -1
- package/dist/client/resources/ResourcesPanel.js +3 -1
- package/dist/client/resources/ResourcesPanel.js.map +1 -1
- package/dist/client/resources/mcp-integration-catalog.d.ts +1 -0
- package/dist/client/resources/mcp-integration-catalog.d.ts.map +1 -1
- package/dist/client/resources/mcp-integration-catalog.js +4 -17
- package/dist/client/resources/mcp-integration-catalog.js.map +1 -1
- package/dist/client/resources/mcp-integration-logos.js +2 -2
- package/dist/client/resources/mcp-integration-logos.js.map +1 -1
- package/dist/client/route-chunk-recovery.d.ts.map +1 -1
- package/dist/client/route-chunk-recovery.js +5 -3
- package/dist/client/route-chunk-recovery.js.map +1 -1
- package/dist/client/session-replay.js +3 -3
- package/dist/client/session-replay.js.map +1 -1
- package/dist/client/settings/SettingsPanel.d.ts.map +1 -1
- package/dist/client/settings/SettingsPanel.js +2 -2
- package/dist/client/settings/SettingsPanel.js.map +1 -1
- package/dist/client/transcription/use-live-transcription.d.ts +3 -3
- package/dist/client/transcription/use-live-transcription.d.ts.map +1 -1
- package/dist/client/transcription/use-live-transcription.js +22 -11
- package/dist/client/transcription/use-live-transcription.js.map +1 -1
- package/dist/collab/routes.d.ts +1 -1
- package/dist/collab/struct-routes.d.ts +1 -1
- package/dist/deploy/build.d.ts.map +1 -1
- package/dist/deploy/build.js +1 -1
- package/dist/deploy/build.js.map +1 -1
- package/dist/guards/db-tool-scoping.js +1 -1
- package/dist/guards/db-tool-scoping.js.map +1 -1
- package/dist/integrations/adapters/slack.d.ts +1 -0
- package/dist/integrations/adapters/slack.d.ts.map +1 -1
- package/dist/integrations/adapters/slack.js +61 -5
- package/dist/integrations/adapters/slack.js.map +1 -1
- package/dist/integrations/index.d.ts +1 -1
- package/dist/integrations/index.d.ts.map +1 -1
- package/dist/integrations/index.js +1 -1
- package/dist/integrations/index.js.map +1 -1
- package/dist/localization/default-messages.js +1 -1
- package/dist/localization/default-messages.js.map +1 -1
- package/dist/mcp-client/oauth-routes.d.ts +3 -0
- package/dist/mcp-client/oauth-routes.d.ts.map +1 -1
- package/dist/mcp-client/oauth-routes.js +41 -12
- package/dist/mcp-client/oauth-routes.js.map +1 -1
- package/dist/notifications/routes.d.ts +2 -2
- package/dist/observability/routes.d.ts +3 -3
- package/dist/provider-api/actions/custom-provider-registration.d.ts +8 -8
- package/dist/provider-api/actions/provider-api.d.ts +11 -11
- package/dist/secrets/routes.d.ts +6 -6
- package/dist/server/realtime-voice.d.ts.map +1 -1
- package/dist/server/realtime-voice.js +1 -1
- package/dist/server/realtime-voice.js.map +1 -1
- package/dist/server/transcribe-voice.d.ts +1 -1
- package/dist/templates/workspace-core/.agents/skills/voice-transcription/SKILL.md +7 -5
- package/dist/terminal/cli-registry.js +1 -1
- package/dist/terminal/cli-registry.js.map +1 -1
- package/dist/vite/client.d.ts +8 -1
- package/dist/vite/client.d.ts.map +1 -1
- package/dist/vite/client.js +113 -2
- package/dist/vite/client.js.map +1 -1
- package/package.json +2 -2
- package/src/a2a/client.ts +32 -10
- package/src/cli/index.ts +18 -10
- package/src/cli/multi-frontier-runs.ts +5 -3
- package/src/cli/templates-meta.ts +0 -12
- package/src/cli/workspace-dev.ts +1 -1
- package/src/client/AgentPanel.tsx +9 -1
- package/src/client/RunStuckBanner.tsx +39 -47
- package/src/client/chat/action-chat-ui-surface.tsx +32 -0
- package/src/client/chat/message-components.tsx +53 -8
- package/src/client/chat/tool-call-display.tsx +24 -9
- package/src/client/chat/widgets/InlineExtensionWidget.tsx +0 -1
- package/src/client/chat/widgets/builtin-tool-renderers.tsx +7 -3
- package/src/client/conversation/AgentConversation.tsx +12 -1
- package/src/client/error-capture.ts +2 -6
- package/src/client/resources/McpConnectionSuggestion.tsx +20 -14
- package/src/client/resources/ResourcesPanel.tsx +5 -1
- package/src/client/resources/mcp-integration-catalog.ts +7 -17
- package/src/client/resources/mcp-integration-logos.ts +2 -2
- package/src/client/route-chunk-recovery.ts +5 -3
- package/src/client/session-replay.ts +3 -3
- package/src/client/settings/SettingsPanel.tsx +15 -6
- package/src/client/transcription/use-live-transcription.ts +64 -45
- package/src/deploy/build.ts +2 -1
- package/src/guards/db-tool-scoping.ts +1 -1
- package/src/integrations/adapters/slack.ts +84 -5
- package/src/integrations/index.ts +5 -1
- package/src/localization/default-messages.ts +1 -1
- package/src/mcp-client/oauth-routes.ts +45 -12
- package/src/server/realtime-voice.ts +4 -1
- package/src/templates/workspace-core/.agents/skills/voice-transcription/SKILL.md +7 -5
- package/src/terminal/cli-registry.ts +1 -1
- package/src/vite/client.ts +166 -1
- package/corpus/templates/crm/.agents/skills/agent-native-docs/SKILL.md +0 -115
- package/corpus/templates/crm/.agents/skills/agent-native-toolkit/SKILL.md +0 -177
- package/corpus/templates/crm/.agents/skills/crm/SKILL.md +0 -128
- package/corpus/templates/crm/.agents/skills/customizing-agent-native/SKILL.md +0 -220
- package/corpus/templates/crm/.agents/skills/feature-flags/SKILL.md +0 -169
- package/corpus/templates/crm/.agents/skills/upgrade-agent-native/SKILL.md +0 -100
- package/corpus/templates/crm/.env.example +0 -5
- package/corpus/templates/crm/AGENTS.md +0 -120
- package/corpus/templates/crm/CHANGELOG.md +0 -1
- package/corpus/templates/crm/DEVELOPING.md +0 -66
- package/corpus/templates/crm/README.md +0 -106
- package/corpus/templates/crm/_gitignore +0 -12
- package/corpus/templates/crm/actions/_crm-action-utils.ts +0 -87
- package/corpus/templates/crm/actions/_crm-dashboard.ts +0 -69
- package/corpus/templates/crm/actions/_crm-data-program-actions.ts +0 -15
- package/corpus/templates/crm/actions/_crm-signal-utils.ts +0 -79
- package/corpus/templates/crm/actions/apply-crm-proposals.ts +0 -203
- package/corpus/templates/crm/actions/attach-call-evidence.ts +0 -170
- package/corpus/templates/crm/actions/configure-crm-connection.ts +0 -126
- package/corpus/templates/crm/actions/configure-native-crm.ts +0 -44
- package/corpus/templates/crm/actions/create-crm-record.ts +0 -148
- package/corpus/templates/crm/actions/create-crm-signal-tracker.ts +0 -58
- package/corpus/templates/crm/actions/delete-staged-dataset.ts +0 -14
- package/corpus/templates/crm/actions/get-crm-automation-recipe.ts +0 -36
- package/corpus/templates/crm/actions/get-crm-dashboard-panel.ts +0 -35
- package/corpus/templates/crm/actions/get-crm-dashboard.ts +0 -14
- package/corpus/templates/crm/actions/get-crm-overview.ts +0 -13
- package/corpus/templates/crm/actions/get-crm-pipeline-data.ts +0 -61
- package/corpus/templates/crm/actions/get-crm-record.ts +0 -75
- package/corpus/templates/crm/actions/install-crm-pipeline-dashboard.ts +0 -81
- package/corpus/templates/crm/actions/list-crm-dashboard-revisions.ts +0 -15
- package/corpus/templates/crm/actions/list-crm-dashboards.ts +0 -15
- package/corpus/templates/crm/actions/list-crm-proposals.ts +0 -31
- package/corpus/templates/crm/actions/list-crm-records.ts +0 -79
- package/corpus/templates/crm/actions/list-crm-saved-views.ts +0 -15
- package/corpus/templates/crm/actions/list-crm-signal-hits.ts +0 -43
- package/corpus/templates/crm/actions/list-crm-signal-trackers.ts +0 -32
- package/corpus/templates/crm/actions/list-crm-tasks.ts +0 -22
- package/corpus/templates/crm/actions/list-staged-datasets.ts +0 -14
- package/corpus/templates/crm/actions/list-workspace-connections.ts +0 -47
- package/corpus/templates/crm/actions/manage-crm-signal-tracker.ts +0 -87
- package/corpus/templates/crm/actions/manage-crm-task.ts +0 -132
- package/corpus/templates/crm/actions/navigate.ts +0 -63
- package/corpus/templates/crm/actions/provider-api-catalog.ts +0 -22
- package/corpus/templates/crm/actions/provider-api-docs.ts +0 -54
- package/corpus/templates/crm/actions/provider-api-request.ts +0 -92
- package/corpus/templates/crm/actions/query-staged-dataset.ts +0 -44
- package/corpus/templates/crm/actions/record-crm-call-insight.ts +0 -160
- package/corpus/templates/crm/actions/record-crm-smart-signal.ts +0 -150
- package/corpus/templates/crm/actions/restore-crm-dashboard-revision.ts +0 -23
- package/corpus/templates/crm/actions/review-crm-signal.ts +0 -31
- package/corpus/templates/crm/actions/run-crm-saved-view-program.ts +0 -103
- package/corpus/templates/crm/actions/run-crm-signal-trackers.ts +0 -275
- package/corpus/templates/crm/actions/run.ts +0 -7
- package/corpus/templates/crm/actions/save-crm-dashboard.ts +0 -51
- package/corpus/templates/crm/actions/save-crm-saved-view.ts +0 -119
- package/corpus/templates/crm/actions/sync-crm.ts +0 -146
- package/corpus/templates/crm/actions/update-crm-record.ts +0 -510
- package/corpus/templates/crm/actions/view-screen.ts +0 -218
- package/corpus/templates/crm/agent-native.app-skill.json +0 -58
- package/corpus/templates/crm/app/components/crm/CreateCrmRecordDialog.tsx +0 -158
- package/corpus/templates/crm/app/components/crm/CrmDashboardPanel.tsx +0 -78
- package/corpus/templates/crm/app/components/crm/CrmSignalsPanel.tsx +0 -226
- package/corpus/templates/crm/app/components/crm/IntelligenceSettings.tsx +0 -414
- package/corpus/templates/crm/app/components/crm/RecordActions.tsx +0 -510
- package/corpus/templates/crm/app/components/crm/RecordGrid.tsx +0 -134
- package/corpus/templates/crm/app/components/crm/RecordWorkspace.tsx +0 -362
- package/corpus/templates/crm/app/components/crm/SavedViewDataProgram.tsx +0 -93
- package/corpus/templates/crm/app/components/crm/Surface.tsx +0 -97
- package/corpus/templates/crm/app/components/crm/WorkOverview.tsx +0 -180
- package/corpus/templates/crm/app/components/layout/CrmLayout.tsx +0 -112
- package/corpus/templates/crm/app/components/layout/CrmSidebar.tsx +0 -84
- package/corpus/templates/crm/app/components/ui/alert-dialog.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/badge.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/button.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/card.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/dialog.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/input.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/label.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/select.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/sheet.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/skeleton.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/switch.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/table.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/tabs.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/textarea.tsx +0 -1
- package/corpus/templates/crm/app/components/ui/toolkit-provider.tsx +0 -17
- package/corpus/templates/crm/app/design-system.ts +0 -3
- package/corpus/templates/crm/app/entry.client.tsx +0 -16
- package/corpus/templates/crm/app/entry.server.tsx +0 -10
- package/corpus/templates/crm/app/global.css +0 -167
- package/corpus/templates/crm/app/hooks/use-navigation-state.ts +0 -60
- package/corpus/templates/crm/app/i18n/en-US.ts +0 -89
- package/corpus/templates/crm/app/i18n/index.ts +0 -34
- package/corpus/templates/crm/app/lib/dashboard.ts +0 -13
- package/corpus/templates/crm/app/lib/navigation.ts +0 -54
- package/corpus/templates/crm/app/lib/tab-id.ts +0 -1
- package/corpus/templates/crm/app/lib/types.ts +0 -172
- package/corpus/templates/crm/app/lib/utils.ts +0 -1
- package/corpus/templates/crm/app/root.tsx +0 -91
- package/corpus/templates/crm/app/routes/_index.tsx +0 -26
- package/corpus/templates/crm/app/routes/accounts.tsx +0 -41
- package/corpus/templates/crm/app/routes/agent.tsx +0 -5
- package/corpus/templates/crm/app/routes/ask.tsx +0 -53
- package/corpus/templates/crm/app/routes/dashboard.tsx +0 -118
- package/corpus/templates/crm/app/routes/opportunities.tsx +0 -41
- package/corpus/templates/crm/app/routes/people.tsx +0 -41
- package/corpus/templates/crm/app/routes/proposals.tsx +0 -266
- package/corpus/templates/crm/app/routes/records.$recordId.tsx +0 -35
- package/corpus/templates/crm/app/routes/settings.tsx +0 -63
- package/corpus/templates/crm/app/routes/setup.tsx +0 -308
- package/corpus/templates/crm/app/routes/tasks.tsx +0 -252
- package/corpus/templates/crm/app/routes/views.tsx +0 -333
- package/corpus/templates/crm/app/routes.ts +0 -17
- package/corpus/templates/crm/app/vite-env.d.ts +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-agent-native-crm.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-clips-call-evidence-review-recipe.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-crm-can-now-find-and-review-evidence-grounded-call-signals-w.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-crm-can-now-manage-keyword-and-smart-call-signal-trackers-fr.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-delegated-local-crm-automation.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-native-sql.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-pipeline-dashboard.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-pipeline-dashboards-now-install-correctly-from-the-crm-actio.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-21-salesforce-connection.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-22-crm-field-validation-now-explains-which-fields-cannot-be-edi.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-22-fixed-hubspot-contact-syncs-missing-records-updated-after-th.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-22-fixed-pipeline-dashboard-panels-so-their-opportunity-data-lo.md +0 -6
- package/corpus/templates/crm/changelog/2026-07-22-full-page-chat-keeps-the-active-conversation-when-moving-to-.md +0 -6
- package/corpus/templates/crm/components.json +0 -20
- package/corpus/templates/crm/docs/architecture/crm-contract.md +0 -180
- package/corpus/templates/crm/learnings.defaults.md +0 -5
- package/corpus/templates/crm/package.json +0 -59
- package/corpus/templates/crm/public/favicon.svg +0 -1
- package/corpus/templates/crm/public/icon-180.svg +0 -1
- package/corpus/templates/crm/public/manifest.json +0 -11
- package/corpus/templates/crm/react-router.config.ts +0 -7
- package/corpus/templates/crm/server/crm/adapter.ts +0 -32
- package/corpus/templates/crm/server/crm/crm-field-firewall.ts +0 -64
- package/corpus/templates/crm/server/crm/crm-mirror.ts +0 -711
- package/corpus/templates/crm/server/crm/hubspot-adapter.ts +0 -1146
- package/corpus/templates/crm/server/crm/native-adapter.ts +0 -1715
- package/corpus/templates/crm/server/crm/read-through.ts +0 -207
- package/corpus/templates/crm/server/crm/salesforce-adapter.ts +0 -1255
- package/corpus/templates/crm/server/db/crm-store.ts +0 -1170
- package/corpus/templates/crm/server/db/index.ts +0 -169
- package/corpus/templates/crm/server/db/schema.ts +0 -441
- package/corpus/templates/crm/server/lib/intelligence/default-detectors.ts +0 -65
- package/corpus/templates/crm/server/lib/intelligence/evidence.ts +0 -105
- package/corpus/templates/crm/server/lib/intelligence/keyword-detector.ts +0 -100
- package/corpus/templates/crm/server/lib/intelligence/smart-detector.ts +0 -144
- package/corpus/templates/crm/server/lib/intelligence/summary.ts +0 -141
- package/corpus/templates/crm/server/lib/provider-api.ts +0 -64
- package/corpus/templates/crm/server/middleware/auth.ts +0 -4
- package/corpus/templates/crm/server/plugins/agent-chat.ts +0 -68
- package/corpus/templates/crm/server/plugins/auth.ts +0 -14
- package/corpus/templates/crm/server/plugins/core-routes.ts +0 -17
- package/corpus/templates/crm/server/plugins/db.ts +0 -454
- package/corpus/templates/crm/server/routes/[...page].get.ts +0 -5
- package/corpus/templates/crm/shared/crm-automation-recipes.ts +0 -132
- package/corpus/templates/crm/shared/crm-contract.ts +0 -254
- package/corpus/templates/crm/shared/crm-sales-config.ts +0 -63
- package/corpus/templates/crm/ssr-entry.ts +0 -11
- package/corpus/templates/crm/tsconfig.json +0 -24
- package/corpus/templates/crm/vite.config.ts +0 -15
- package/corpus/templates/crm/vitest.config.ts +0 -5
|
@@ -1,58 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { getDb, schema } from "../server/db/index.js";
|
|
5
|
-
import { requireCrmScope } from "./_crm-action-utils.js";
|
|
6
|
-
|
|
7
|
-
export default defineAction({
|
|
8
|
-
description:
|
|
9
|
-
"Create a bounded keyword or delegated-agent CRM signal detector. Smart detectors define criteria only; this action never calls a model.",
|
|
10
|
-
schema: z
|
|
11
|
-
.object({
|
|
12
|
-
name: z.string().trim().min(1).max(120),
|
|
13
|
-
description: z.string().trim().max(500).default(""),
|
|
14
|
-
kind: z.enum(["keyword", "smart"]),
|
|
15
|
-
keywords: z.array(z.string().trim().min(1).max(80)).max(40).default([]),
|
|
16
|
-
classifierPrompt: z.string().trim().max(1_000).default(""),
|
|
17
|
-
enabled: z.boolean().default(true),
|
|
18
|
-
})
|
|
19
|
-
.superRefine((value, ctx) => {
|
|
20
|
-
if (value.kind === "keyword" && value.keywords.length === 0) {
|
|
21
|
-
ctx.addIssue({
|
|
22
|
-
code: "custom",
|
|
23
|
-
path: ["keywords"],
|
|
24
|
-
message: "Keyword detectors require at least one keyword.",
|
|
25
|
-
});
|
|
26
|
-
}
|
|
27
|
-
if (value.kind === "smart" && !value.classifierPrompt) {
|
|
28
|
-
ctx.addIssue({
|
|
29
|
-
code: "custom",
|
|
30
|
-
path: ["classifierPrompt"],
|
|
31
|
-
message: "Smart detectors require a classification criterion.",
|
|
32
|
-
});
|
|
33
|
-
}
|
|
34
|
-
}),
|
|
35
|
-
run: async (args, ctx) => {
|
|
36
|
-
const scope = requireCrmScope(ctx);
|
|
37
|
-
const now = new Date().toISOString();
|
|
38
|
-
const id = crypto.randomUUID();
|
|
39
|
-
await getDb()
|
|
40
|
-
.insert(schema.crmSignalTrackers)
|
|
41
|
-
.values({
|
|
42
|
-
id,
|
|
43
|
-
name: args.name,
|
|
44
|
-
description: args.description,
|
|
45
|
-
kind: args.kind,
|
|
46
|
-
keywordsJson: JSON.stringify(
|
|
47
|
-
args.kind === "keyword" ? args.keywords : [],
|
|
48
|
-
),
|
|
49
|
-
classifierPrompt: args.kind === "smart" ? args.classifierPrompt : "",
|
|
50
|
-
enabled: args.enabled,
|
|
51
|
-
isDefault: false,
|
|
52
|
-
...scope,
|
|
53
|
-
createdAt: now,
|
|
54
|
-
updatedAt: now,
|
|
55
|
-
});
|
|
56
|
-
return { id, ...args };
|
|
57
|
-
},
|
|
58
|
-
});
|
|
@@ -1,14 +0,0 @@
|
|
|
1
|
-
import { createDeleteStagedDatasetAction } from "@agent-native/core/provider-api/actions/staged-datasets";
|
|
2
|
-
import { getCredentialContext } from "@agent-native/core/server/request-context";
|
|
3
|
-
import { z } from "zod";
|
|
4
|
-
|
|
5
|
-
import { CRM_APP_ID } from "../server/lib/provider-api.js";
|
|
6
|
-
|
|
7
|
-
export default createDeleteStagedDatasetAction({
|
|
8
|
-
description:
|
|
9
|
-
"Delete a caller-scoped staged dataset after CRM analysis is complete.",
|
|
10
|
-
schema: z.object({ datasetId: z.string().min(1) }),
|
|
11
|
-
appId: CRM_APP_ID,
|
|
12
|
-
getOwnerEmail: () => getCredentialContext()?.userEmail ?? null,
|
|
13
|
-
http: false,
|
|
14
|
-
});
|
|
@@ -1,36 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { assertAccess } from "@agent-native/core/sharing";
|
|
3
|
-
import { eq } from "drizzle-orm";
|
|
4
|
-
import { z } from "zod";
|
|
5
|
-
|
|
6
|
-
import { getDb, schema } from "../server/db/index.js";
|
|
7
|
-
import {
|
|
8
|
-
CLIPS_CALL_EVIDENCE_RECIPE_ID,
|
|
9
|
-
buildClipsCallEvidenceRecipe,
|
|
10
|
-
} from "../shared/crm-automation-recipes.js";
|
|
11
|
-
|
|
12
|
-
export default defineAction({
|
|
13
|
-
description:
|
|
14
|
-
"Return the default-off Clips call-evidence review recipe for one explicitly selected CRM record. The recipe never passes media, transcripts, or an event URL into CRM.",
|
|
15
|
-
schema: z.object({
|
|
16
|
-
recipeId: z
|
|
17
|
-
.literal(CLIPS_CALL_EVIDENCE_RECIPE_ID)
|
|
18
|
-
.default(CLIPS_CALL_EVIDENCE_RECIPE_ID),
|
|
19
|
-
recordId: z.string().trim().min(1).max(128),
|
|
20
|
-
}),
|
|
21
|
-
http: { method: "GET" },
|
|
22
|
-
readOnly: true,
|
|
23
|
-
run: async ({ recordId }) => {
|
|
24
|
-
await assertAccess("crm-record", recordId, "viewer");
|
|
25
|
-
const [record] = await getDb()
|
|
26
|
-
.select({ displayName: schema.crmRecords.displayName })
|
|
27
|
-
.from(schema.crmRecords)
|
|
28
|
-
.where(eq(schema.crmRecords.id, recordId))
|
|
29
|
-
.limit(1);
|
|
30
|
-
if (!record) throw new Error("CRM record was not found.");
|
|
31
|
-
return buildClipsCallEvidenceRecipe({
|
|
32
|
-
recordId,
|
|
33
|
-
recordLabel: record.displayName,
|
|
34
|
-
});
|
|
35
|
-
},
|
|
36
|
-
});
|
|
@@ -1,35 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { createProgramPanelSourceResolver } from "@agent-native/core/dashboard-storage";
|
|
3
|
-
import { z } from "zod";
|
|
4
|
-
|
|
5
|
-
import { crmDashboardStore } from "../server/db/index.js";
|
|
6
|
-
import { CRM_APP_ID } from "../server/lib/provider-api.js";
|
|
7
|
-
import { requireDashboardAccess } from "./_crm-dashboard.js";
|
|
8
|
-
import { initCrmDataPrograms } from "./_crm-data-program-actions.js";
|
|
9
|
-
|
|
10
|
-
const programResolver = createProgramPanelSourceResolver({ appId: CRM_APP_ID });
|
|
11
|
-
|
|
12
|
-
export default defineAction({
|
|
13
|
-
description:
|
|
14
|
-
"Resolve one program-backed panel from an access-scoped CRM dashboard for the dashboard UI.",
|
|
15
|
-
schema: z.object({
|
|
16
|
-
dashboardId: z.string().trim().min(1).max(200),
|
|
17
|
-
panelId: z.string().trim().min(1).max(120),
|
|
18
|
-
}),
|
|
19
|
-
http: { method: "GET" },
|
|
20
|
-
readOnly: true,
|
|
21
|
-
agentTool: false,
|
|
22
|
-
toolCallable: false,
|
|
23
|
-
run: async ({ dashboardId, panelId }, ctx?: ActionRunContext) => {
|
|
24
|
-
const access = requireDashboardAccess(ctx);
|
|
25
|
-
const dashboard = await crmDashboardStore.get(dashboardId, access);
|
|
26
|
-
if (!dashboard) throw new Error("CRM dashboard was not found.");
|
|
27
|
-
const panel = dashboard.config.panels.find((item) => item.id === panelId);
|
|
28
|
-
if (!panel) throw new Error("CRM dashboard panel was not found.");
|
|
29
|
-
initCrmDataPrograms();
|
|
30
|
-
return programResolver.resolve(
|
|
31
|
-
{ source: panel.source, query: panel.query },
|
|
32
|
-
{ userEmail: access.userEmail, orgId: access.orgId ?? null },
|
|
33
|
-
);
|
|
34
|
-
},
|
|
35
|
-
});
|
|
@@ -1,14 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { crmDashboardStore } from "../server/db/index.js";
|
|
5
|
-
import { requireDashboardAccess } from "./_crm-dashboard.js";
|
|
6
|
-
|
|
7
|
-
export default defineAction({
|
|
8
|
-
description: "Get one access-scoped CRM dashboard by ID.",
|
|
9
|
-
schema: z.object({ id: z.string().trim().min(1).max(200) }),
|
|
10
|
-
http: { method: "GET" },
|
|
11
|
-
readOnly: true,
|
|
12
|
-
run: ({ id }, ctx?: ActionRunContext) =>
|
|
13
|
-
crmDashboardStore.get(id, requireDashboardAccess(ctx)),
|
|
14
|
-
});
|
|
@@ -1,13 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { getCrmOverview } from "../server/db/crm-store.js";
|
|
5
|
-
|
|
6
|
-
export default defineAction({
|
|
7
|
-
description:
|
|
8
|
-
"Return a compact, access-scoped CRM work overview: open follow-up tasks, recently active mirrored records, and pending write proposals.",
|
|
9
|
-
schema: z.object({}),
|
|
10
|
-
http: { method: "GET" },
|
|
11
|
-
readOnly: true,
|
|
12
|
-
run: () => getCrmOverview(),
|
|
13
|
-
});
|
|
@@ -1,61 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { accessFilter } from "@agent-native/core/sharing";
|
|
3
|
-
import { and, asc, eq } from "drizzle-orm";
|
|
4
|
-
import { z } from "zod";
|
|
5
|
-
|
|
6
|
-
import { getDb, schema } from "../server/db/index.js";
|
|
7
|
-
import { requireDashboardAccess } from "./_crm-dashboard.js";
|
|
8
|
-
|
|
9
|
-
const MAX_PIPELINE_RECORDS = 500;
|
|
10
|
-
|
|
11
|
-
export default defineAction({
|
|
12
|
-
description:
|
|
13
|
-
"Return bounded, access-scoped pipeline totals grouped by opportunity stage. This is the CRM-owned read source for the Pipeline dashboard data program.",
|
|
14
|
-
schema: z.object({}),
|
|
15
|
-
http: { method: "GET" },
|
|
16
|
-
readOnly: true,
|
|
17
|
-
run: async (_args, ctx?: ActionRunContext) => {
|
|
18
|
-
const access = requireDashboardAccess(ctx);
|
|
19
|
-
const records = await getDb()
|
|
20
|
-
.select({
|
|
21
|
-
stage: schema.crmRecords.stage,
|
|
22
|
-
amount: schema.crmRecords.amount,
|
|
23
|
-
})
|
|
24
|
-
.from(schema.crmRecords)
|
|
25
|
-
.where(
|
|
26
|
-
and(
|
|
27
|
-
eq(schema.crmRecords.kind, "opportunity"),
|
|
28
|
-
eq(schema.crmRecords.tombstone, false),
|
|
29
|
-
accessFilter(schema.crmRecords, schema.crmRecordShares, access),
|
|
30
|
-
),
|
|
31
|
-
)
|
|
32
|
-
.orderBy(asc(schema.crmRecords.stage))
|
|
33
|
-
.limit(MAX_PIPELINE_RECORDS);
|
|
34
|
-
|
|
35
|
-
const stages = new Map<
|
|
36
|
-
string,
|
|
37
|
-
{ stage: string; pipelineValue: number; opportunities: number }
|
|
38
|
-
>();
|
|
39
|
-
for (const record of records) {
|
|
40
|
-
const stage = record.stage?.trim() || "Unstaged";
|
|
41
|
-
const total = stages.get(stage) ?? {
|
|
42
|
-
stage,
|
|
43
|
-
pipelineValue: 0,
|
|
44
|
-
opportunities: 0,
|
|
45
|
-
};
|
|
46
|
-
total.pipelineValue += Number.isFinite(record.amount)
|
|
47
|
-
? record.amount!
|
|
48
|
-
: 0;
|
|
49
|
-
total.opportunities += 1;
|
|
50
|
-
stages.set(stage, total);
|
|
51
|
-
}
|
|
52
|
-
const rows = [...stages.values()].sort((a, b) =>
|
|
53
|
-
a.stage.localeCompare(b.stage),
|
|
54
|
-
);
|
|
55
|
-
return {
|
|
56
|
-
rows,
|
|
57
|
-
truncated: records.length === MAX_PIPELINE_RECORDS,
|
|
58
|
-
sourceRecordLimit: MAX_PIPELINE_RECORDS,
|
|
59
|
-
};
|
|
60
|
-
},
|
|
61
|
-
});
|
|
@@ -1,75 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import {
|
|
5
|
-
createConnectedCrmAdapter,
|
|
6
|
-
isConnectedCrmProvider,
|
|
7
|
-
} from "../server/crm/adapter.js";
|
|
8
|
-
import { createNativeCrmAdapter } from "../server/crm/native-adapter.js";
|
|
9
|
-
import { loadVerifiedReadThroughRecord } from "../server/crm/read-through.js";
|
|
10
|
-
import {
|
|
11
|
-
getCrmRecord,
|
|
12
|
-
getCrmRecordReadContext,
|
|
13
|
-
getReadThroughRelationshipSummaries,
|
|
14
|
-
} from "../server/db/crm-store.js";
|
|
15
|
-
|
|
16
|
-
export default defineAction({
|
|
17
|
-
description:
|
|
18
|
-
"Return one access-scoped CRM record with bounded mirrored fields, recent interaction metadata, call-evidence references, and tasks. It never returns raw provider payloads, media, or transcripts.",
|
|
19
|
-
schema: z.object({
|
|
20
|
-
recordId: z.string().min(1).describe("Local CRM record ID."),
|
|
21
|
-
}),
|
|
22
|
-
http: { method: "GET" },
|
|
23
|
-
readOnly: true,
|
|
24
|
-
run: async ({ recordId }, ctx?: ActionRunContext) => {
|
|
25
|
-
const context = await getCrmRecordReadContext(recordId);
|
|
26
|
-
if (!context) {
|
|
27
|
-
const error = new Error("CRM record not found") as Error & {
|
|
28
|
-
statusCode?: number;
|
|
29
|
-
};
|
|
30
|
-
error.statusCode = 404;
|
|
31
|
-
throw error;
|
|
32
|
-
}
|
|
33
|
-
const adapter =
|
|
34
|
-
context.provider === "native"
|
|
35
|
-
? await createNativeCrmAdapter({
|
|
36
|
-
connectionId: context.connectionId,
|
|
37
|
-
accessTier: "viewer",
|
|
38
|
-
})
|
|
39
|
-
: isConnectedCrmProvider(context.provider) &&
|
|
40
|
-
context.workspaceConnectionId
|
|
41
|
-
? await createConnectedCrmAdapter({
|
|
42
|
-
provider: context.provider,
|
|
43
|
-
connectionId: context.workspaceConnectionId,
|
|
44
|
-
...(ctx?.userEmail ? { userEmail: ctx.userEmail } : {}),
|
|
45
|
-
...(ctx?.orgId !== undefined ? { orgId: ctx.orgId } : {}),
|
|
46
|
-
})
|
|
47
|
-
: null;
|
|
48
|
-
if (!adapter) {
|
|
49
|
-
throw new Error("CRM access cannot be verified for this record.");
|
|
50
|
-
}
|
|
51
|
-
const readThrough = await loadVerifiedReadThroughRecord({
|
|
52
|
-
adapter,
|
|
53
|
-
context,
|
|
54
|
-
});
|
|
55
|
-
const relatedRecords = await getReadThroughRelationshipSummaries({
|
|
56
|
-
context,
|
|
57
|
-
relationships: readThrough.relationships,
|
|
58
|
-
currentScopes: readThrough.currentScopes,
|
|
59
|
-
});
|
|
60
|
-
const record = await getCrmRecord(recordId, {
|
|
61
|
-
displayName: readThrough.remote.displayName,
|
|
62
|
-
fields: readThrough.remote.fields,
|
|
63
|
-
remoteRevision: readThrough.remote.remoteRevision,
|
|
64
|
-
remoteUpdatedAt: readThrough.remote.remoteUpdatedAt,
|
|
65
|
-
relatedRecords,
|
|
66
|
-
accessScope: readThrough.currentScope,
|
|
67
|
-
});
|
|
68
|
-
if (record) return record;
|
|
69
|
-
const error = new Error("CRM record not found") as Error & {
|
|
70
|
-
statusCode?: number;
|
|
71
|
-
};
|
|
72
|
-
error.statusCode = 404;
|
|
73
|
-
throw error;
|
|
74
|
-
},
|
|
75
|
-
});
|
|
@@ -1,81 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { upsertDataProgram } from "@agent-native/core/data-programs";
|
|
3
|
-
import { z } from "zod";
|
|
4
|
-
|
|
5
|
-
import { crmDashboardStore } from "../server/db/index.js";
|
|
6
|
-
import { CRM_APP_ID } from "../server/lib/provider-api.js";
|
|
7
|
-
import {
|
|
8
|
-
createPipelineDashboardConfig,
|
|
9
|
-
crmPipelineDashboardId,
|
|
10
|
-
CRM_PIPELINE_PROGRAM_CODE,
|
|
11
|
-
CRM_PIPELINE_PROGRAM_COLUMNS,
|
|
12
|
-
CRM_PIPELINE_PROGRAM_NAME,
|
|
13
|
-
CRM_PIPELINE_PROGRAM_TITLE,
|
|
14
|
-
CRM_PIPELINE_REFRESH_TTL_MS,
|
|
15
|
-
CRM_PIPELINE_DASHBOARD_TITLE,
|
|
16
|
-
requireDashboardAccess,
|
|
17
|
-
} from "./_crm-dashboard.js";
|
|
18
|
-
import getCrmPipelineData from "./get-crm-pipeline-data.js";
|
|
19
|
-
|
|
20
|
-
export default defineAction({
|
|
21
|
-
description:
|
|
22
|
-
"Install or update your CRM Pipeline dashboard and its owned data program. Safe to rerun: it verifies the access-scoped source first, upserts the program by owner and name, then revision-writes the dashboard.",
|
|
23
|
-
schema: z.object({}),
|
|
24
|
-
run: async (_args, ctx?: ActionRunContext) => {
|
|
25
|
-
const access = requireDashboardAccess(ctx);
|
|
26
|
-
const preview = await getCrmPipelineData.run({}, ctx);
|
|
27
|
-
|
|
28
|
-
const program = await upsertDataProgram({
|
|
29
|
-
appId: CRM_APP_ID,
|
|
30
|
-
name: CRM_PIPELINE_PROGRAM_NAME,
|
|
31
|
-
title: CRM_PIPELINE_PROGRAM_TITLE,
|
|
32
|
-
description:
|
|
33
|
-
"Access-scoped opportunity totals by stage for the CRM Pipeline dashboard.",
|
|
34
|
-
code: CRM_PIPELINE_PROGRAM_CODE,
|
|
35
|
-
outputColumns: JSON.stringify(CRM_PIPELINE_PROGRAM_COLUMNS),
|
|
36
|
-
refreshMode: "ttl",
|
|
37
|
-
refreshTtlMs: CRM_PIPELINE_REFRESH_TTL_MS,
|
|
38
|
-
background: false,
|
|
39
|
-
ownerEmail: access.userEmail,
|
|
40
|
-
orgId: access.orgId ?? null,
|
|
41
|
-
});
|
|
42
|
-
if (
|
|
43
|
-
program.appId !== CRM_APP_ID ||
|
|
44
|
-
program.name !== CRM_PIPELINE_PROGRAM_NAME
|
|
45
|
-
) {
|
|
46
|
-
throw new Error(
|
|
47
|
-
"CRM Pipeline data program could not be verified after saving.",
|
|
48
|
-
);
|
|
49
|
-
}
|
|
50
|
-
|
|
51
|
-
const dashboardId = crmPipelineDashboardId(access);
|
|
52
|
-
const existing = await crmDashboardStore.get(dashboardId, access);
|
|
53
|
-
const dashboard = await crmDashboardStore.write(
|
|
54
|
-
{
|
|
55
|
-
id: dashboardId,
|
|
56
|
-
kind: "pipeline",
|
|
57
|
-
title: CRM_PIPELINE_DASHBOARD_TITLE,
|
|
58
|
-
config: createPipelineDashboardConfig(program.id),
|
|
59
|
-
...(existing ? { expectedUpdatedAt: existing.updatedAt } : {}),
|
|
60
|
-
},
|
|
61
|
-
access,
|
|
62
|
-
);
|
|
63
|
-
if (dashboard.config.panels.length !== 3) {
|
|
64
|
-
throw new Error(
|
|
65
|
-
"CRM Pipeline dashboard could not be verified after saving.",
|
|
66
|
-
);
|
|
67
|
-
}
|
|
68
|
-
|
|
69
|
-
return {
|
|
70
|
-
dashboard,
|
|
71
|
-
dashboardId: dashboard.id,
|
|
72
|
-
programId: program.id,
|
|
73
|
-
created: !existing,
|
|
74
|
-
programPreview: {
|
|
75
|
-
rowCount: preview.rows.length,
|
|
76
|
-
columns: CRM_PIPELINE_PROGRAM_COLUMNS,
|
|
77
|
-
truncated: preview.truncated,
|
|
78
|
-
},
|
|
79
|
-
};
|
|
80
|
-
},
|
|
81
|
-
});
|
|
@@ -1,15 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { crmDashboardStore } from "../server/db/index.js";
|
|
5
|
-
import { requireDashboardAccess } from "./_crm-dashboard.js";
|
|
6
|
-
|
|
7
|
-
export default defineAction({
|
|
8
|
-
description:
|
|
9
|
-
"List the bounded revision history for one access-scoped CRM dashboard.",
|
|
10
|
-
schema: z.object({ id: z.string().trim().min(1).max(200) }),
|
|
11
|
-
http: { method: "GET" },
|
|
12
|
-
readOnly: true,
|
|
13
|
-
run: ({ id }, ctx?: ActionRunContext) =>
|
|
14
|
-
crmDashboardStore.listRevisions(id, requireDashboardAccess(ctx)),
|
|
15
|
-
});
|
|
@@ -1,15 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { crmDashboardStore } from "../server/db/index.js";
|
|
5
|
-
import { requireDashboardAccess } from "./_crm-dashboard.js";
|
|
6
|
-
|
|
7
|
-
export default defineAction({
|
|
8
|
-
description:
|
|
9
|
-
"List up to 50 active CRM dashboards the current user can access.",
|
|
10
|
-
schema: z.object({}),
|
|
11
|
-
http: { method: "GET" },
|
|
12
|
-
readOnly: true,
|
|
13
|
-
run: async (_args, ctx?: ActionRunContext) =>
|
|
14
|
-
(await crmDashboardStore.list(requireDashboardAccess(ctx))).slice(0, 50),
|
|
15
|
-
});
|
|
@@ -1,31 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { listCrmProposals } from "../server/db/crm-store.js";
|
|
5
|
-
|
|
6
|
-
export default defineAction({
|
|
7
|
-
description:
|
|
8
|
-
"List bounded, access-scoped CRM mutation proposals and their review status. Proposal payloads are intentionally omitted from this list surface.",
|
|
9
|
-
schema: z.object({
|
|
10
|
-
recordId: z.string().min(1).optional(),
|
|
11
|
-
status: z
|
|
12
|
-
.enum([
|
|
13
|
-
"pending",
|
|
14
|
-
"approved",
|
|
15
|
-
"applied",
|
|
16
|
-
"rejected",
|
|
17
|
-
"conflict",
|
|
18
|
-
"failed",
|
|
19
|
-
])
|
|
20
|
-
.optional(),
|
|
21
|
-
limit: z.coerce.number().int().min(1).max(100).default(50),
|
|
22
|
-
cursor: z
|
|
23
|
-
.string()
|
|
24
|
-
.regex(/^\d+$/)
|
|
25
|
-
.optional()
|
|
26
|
-
.describe("Cursor returned by a previous page."),
|
|
27
|
-
}),
|
|
28
|
-
http: { method: "GET" },
|
|
29
|
-
readOnly: true,
|
|
30
|
-
run: (input) => listCrmProposals(input),
|
|
31
|
-
});
|
|
@@ -1,79 +0,0 @@
|
|
|
1
|
-
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import {
|
|
5
|
-
createConnectedCrmAdapter,
|
|
6
|
-
isConnectedCrmProvider,
|
|
7
|
-
} from "../server/crm/adapter.js";
|
|
8
|
-
import { resolveNativeCrmAccessScope } from "../server/crm/native-adapter.js";
|
|
9
|
-
import { listCrmRecords } from "../server/db/crm-store.js";
|
|
10
|
-
|
|
11
|
-
const kinds = [
|
|
12
|
-
"account",
|
|
13
|
-
"person",
|
|
14
|
-
"opportunity",
|
|
15
|
-
"activity",
|
|
16
|
-
"task",
|
|
17
|
-
"custom",
|
|
18
|
-
] as const;
|
|
19
|
-
|
|
20
|
-
export default defineAction({
|
|
21
|
-
description:
|
|
22
|
-
"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.",
|
|
23
|
-
schema: z.object({
|
|
24
|
-
kind: z
|
|
25
|
-
.enum(kinds)
|
|
26
|
-
.optional()
|
|
27
|
-
.describe("Optional canonical CRM record kind."),
|
|
28
|
-
connectionId: z
|
|
29
|
-
.string()
|
|
30
|
-
.min(1)
|
|
31
|
-
.optional()
|
|
32
|
-
.describe("Optional CRM connection ID."),
|
|
33
|
-
viewId: z
|
|
34
|
-
.string()
|
|
35
|
-
.min(1)
|
|
36
|
-
.max(128)
|
|
37
|
-
.optional()
|
|
38
|
-
.describe("Optional access-scoped saved CRM view ID."),
|
|
39
|
-
query: z
|
|
40
|
-
.string()
|
|
41
|
-
.trim()
|
|
42
|
-
.min(1)
|
|
43
|
-
.max(120)
|
|
44
|
-
.optional()
|
|
45
|
-
.describe("Optional display-name search."),
|
|
46
|
-
limit: z.coerce.number().int().min(1).max(100).default(50),
|
|
47
|
-
cursor: z
|
|
48
|
-
.string()
|
|
49
|
-
.regex(/^\d+$/)
|
|
50
|
-
.optional()
|
|
51
|
-
.describe("Cursor returned by a previous page."),
|
|
52
|
-
}),
|
|
53
|
-
http: { method: "GET" },
|
|
54
|
-
readOnly: true,
|
|
55
|
-
run: (input, ctx?: ActionRunContext) =>
|
|
56
|
-
listCrmRecords(input, {
|
|
57
|
-
resolveScope: async (target) => {
|
|
58
|
-
if (target.provider === "native") {
|
|
59
|
-
return resolveNativeCrmAccessScope({
|
|
60
|
-
connectionId: target.connectionId,
|
|
61
|
-
objectType: target.objectType,
|
|
62
|
-
});
|
|
63
|
-
}
|
|
64
|
-
if (
|
|
65
|
-
!isConnectedCrmProvider(target.provider) ||
|
|
66
|
-
!target.workspaceConnectionId
|
|
67
|
-
) {
|
|
68
|
-
return null;
|
|
69
|
-
}
|
|
70
|
-
const adapter = await createConnectedCrmAdapter({
|
|
71
|
-
provider: target.provider,
|
|
72
|
-
connectionId: target.workspaceConnectionId,
|
|
73
|
-
...(ctx?.userEmail ? { userEmail: ctx.userEmail } : {}),
|
|
74
|
-
...(ctx?.orgId !== undefined ? { orgId: ctx.orgId } : {}),
|
|
75
|
-
});
|
|
76
|
-
return adapter.getAccessScope(target.objectType);
|
|
77
|
-
},
|
|
78
|
-
}),
|
|
79
|
-
});
|
|
@@ -1,15 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { listCrmSavedViews } from "../server/db/crm-store.js";
|
|
5
|
-
|
|
6
|
-
export default defineAction({
|
|
7
|
-
description:
|
|
8
|
-
"List access-scoped saved CRM views, including their optional linked data-program IDs.",
|
|
9
|
-
schema: z.object({
|
|
10
|
-
limit: z.coerce.number().int().min(1).max(100).default(50),
|
|
11
|
-
}),
|
|
12
|
-
http: { method: "GET" },
|
|
13
|
-
readOnly: true,
|
|
14
|
-
run: (input) => listCrmSavedViews(input),
|
|
15
|
-
});
|
|
@@ -1,43 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { accessFilter } from "@agent-native/core/sharing";
|
|
3
|
-
import { and, desc, eq, like, or } from "drizzle-orm";
|
|
4
|
-
import { z } from "zod";
|
|
5
|
-
|
|
6
|
-
import { getDb, schema } from "../server/db/index.js";
|
|
7
|
-
|
|
8
|
-
export default defineAction({
|
|
9
|
-
description:
|
|
10
|
-
"List bounded, access-scoped CRM signals. Results contain evidence references and short excerpts, never transcripts or media.",
|
|
11
|
-
schema: z.object({
|
|
12
|
-
recordId: z.string().trim().min(1).max(128).optional(),
|
|
13
|
-
reviewStatus: z.enum(["unreviewed", "confirmed", "dismissed"]).optional(),
|
|
14
|
-
query: z.string().trim().max(120).optional(),
|
|
15
|
-
limit: z.coerce.number().int().min(1).max(100).default(50),
|
|
16
|
-
}),
|
|
17
|
-
http: { method: "GET" },
|
|
18
|
-
readOnly: true,
|
|
19
|
-
run: async (args) => {
|
|
20
|
-
const filters = [accessFilter(schema.crmSignals, schema.crmSignalShares)];
|
|
21
|
-
if (args.recordId)
|
|
22
|
-
filters.push(eq(schema.crmSignals.recordId, args.recordId));
|
|
23
|
-
if (args.reviewStatus)
|
|
24
|
-
filters.push(eq(schema.crmSignals.reviewStatus, args.reviewStatus));
|
|
25
|
-
if (args.query) {
|
|
26
|
-
const escaped = args.query.replace(/[\\%_]/g, "\\$&");
|
|
27
|
-
filters.push(
|
|
28
|
-
or(
|
|
29
|
-
like(schema.crmSignals.label, `%${escaped}%`),
|
|
30
|
-
like(schema.crmSignals.quote, `%${escaped}%`),
|
|
31
|
-
like(schema.crmSignals.summary, `%${escaped}%`),
|
|
32
|
-
)!,
|
|
33
|
-
);
|
|
34
|
-
}
|
|
35
|
-
const signals = await getDb()
|
|
36
|
-
.select()
|
|
37
|
-
.from(schema.crmSignals)
|
|
38
|
-
.where(and(...filters))
|
|
39
|
-
.orderBy(desc(schema.crmSignals.createdAt))
|
|
40
|
-
.limit(args.limit);
|
|
41
|
-
return { signals };
|
|
42
|
-
},
|
|
43
|
-
});
|
|
@@ -1,32 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { accessFilter } from "@agent-native/core/sharing";
|
|
3
|
-
import { asc } from "drizzle-orm";
|
|
4
|
-
import { z } from "zod";
|
|
5
|
-
|
|
6
|
-
import { getDb, schema } from "../server/db/index.js";
|
|
7
|
-
import { DEFAULT_CRM_DETECTORS } from "../server/lib/intelligence/default-detectors.js";
|
|
8
|
-
|
|
9
|
-
export default defineAction({
|
|
10
|
-
description:
|
|
11
|
-
"List access-scoped CRM signal detectors and the safe default pack when none are configured.",
|
|
12
|
-
schema: z.object({}),
|
|
13
|
-
http: { method: "GET" },
|
|
14
|
-
readOnly: true,
|
|
15
|
-
run: async () => {
|
|
16
|
-
const rows = await getDb()
|
|
17
|
-
.select()
|
|
18
|
-
.from(schema.crmSignalTrackers)
|
|
19
|
-
.where(
|
|
20
|
-
accessFilter(schema.crmSignalTrackers, schema.crmSignalTrackerShares),
|
|
21
|
-
)
|
|
22
|
-
.orderBy(asc(schema.crmSignalTrackers.name));
|
|
23
|
-
return {
|
|
24
|
-
trackers: rows.map((row) => ({
|
|
25
|
-
...row,
|
|
26
|
-
keywords: JSON.parse(row.keywordsJson) as string[],
|
|
27
|
-
keywordsJson: undefined,
|
|
28
|
-
})),
|
|
29
|
-
suggestedDefaults: rows.length ? [] : DEFAULT_CRM_DETECTORS,
|
|
30
|
-
};
|
|
31
|
-
},
|
|
32
|
-
});
|
|
@@ -1,22 +0,0 @@
|
|
|
1
|
-
import { defineAction } from "@agent-native/core/action";
|
|
2
|
-
import { z } from "zod";
|
|
3
|
-
|
|
4
|
-
import { listCrmTasks } from "../server/db/crm-store.js";
|
|
5
|
-
|
|
6
|
-
export default defineAction({
|
|
7
|
-
description:
|
|
8
|
-
"List a bounded, access-scoped page of CRM follow-up tasks. Filter by the linked record or task status when needed.",
|
|
9
|
-
schema: z.object({
|
|
10
|
-
recordId: z.string().min(1).optional(),
|
|
11
|
-
status: z.enum(["open", "done", "cancelled"]).optional(),
|
|
12
|
-
limit: z.coerce.number().int().min(1).max(100).default(50),
|
|
13
|
-
cursor: z
|
|
14
|
-
.string()
|
|
15
|
-
.regex(/^\d+$/)
|
|
16
|
-
.optional()
|
|
17
|
-
.describe("Cursor returned by a previous page."),
|
|
18
|
-
}),
|
|
19
|
-
http: { method: "GET" },
|
|
20
|
-
readOnly: true,
|
|
21
|
-
run: (input) => listCrmTasks(input),
|
|
22
|
-
});
|
|
@@ -1,14 +0,0 @@
|
|
|
1
|
-
import { createListStagedDatasetsAction } from "@agent-native/core/provider-api/actions/staged-datasets";
|
|
2
|
-
import { getCredentialContext } from "@agent-native/core/server/request-context";
|
|
3
|
-
import { z } from "zod";
|
|
4
|
-
|
|
5
|
-
import { CRM_APP_ID } from "../server/lib/provider-api.js";
|
|
6
|
-
|
|
7
|
-
export default createListStagedDatasetsAction({
|
|
8
|
-
description:
|
|
9
|
-
"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.",
|
|
10
|
-
schema: z.object({}),
|
|
11
|
-
appId: CRM_APP_ID,
|
|
12
|
-
getOwnerEmail: () => getCredentialContext()?.userEmail ?? null,
|
|
13
|
-
http: { method: "GET" },
|
|
14
|
-
});
|