@agent-native/core 0.118.0 → 0.119.0

package/corpus/templates/crm/app/hooks/use-navigation-state.ts

@@ -1,60 +0,0 @@
-import { appPath } from "@agent-native/core/client/api-path";
-import { useAgentRouteState } from "@agent-native/core/client/navigation";
-
-import { pathForView, viewFromPath, type CrmView } from "@/lib/navigation";
-import { TAB_ID } from "@/lib/tab-id";
-
-export interface CrmNavigationState {
-  view: CrmView;
-  path: string;
-  recordId?: string;
-  viewId?: string;
-  query?: string;
-  settingsSection?: "intelligence";
-  dashboardId?: string;
-}
-
-export interface CrmNavigateCommand {
-  view?: CrmView;
-  recordId?: string;
-  viewId?: string;
-  query?: string;
-  settingsSection?: "intelligence";
-  dashboardId?: string;
-}
-
-export function useNavigationState() {
-  useAgentRouteState<CrmNavigationState, CrmNavigateCommand>({
-    browserTabId: TAB_ID,
-    requestSource: TAB_ID,
-    getNavigationState: ({ pathname, search }) => {
-      const params = new URLSearchParams(search);
-      const recordMatch = pathname.match(/^\/records\/([^/?#]+)/);
-      const settingsMatch = pathname.match(/^\/settings\/([^/?#]+)/);
-      return {
-        view: viewFromPath(pathname),
-        path: appPath(`${pathname}${search}`),
-        recordId: recordMatch?.[1]
-          ? decodeURIComponent(recordMatch[1])
-          : undefined,
-        viewId: params.get("view") ?? undefined,
-        dashboardId: params.get("id") ?? undefined,
-        query: params.get("q") ?? undefined,
-        settingsSection:
-          settingsMatch?.[1] === "intelligence" ? "intelligence" : undefined,
-      };
-    },
-    getCommandPath: (command) => {
-      const params = new URLSearchParams();
-      if (command.viewId) params.set("view", command.viewId);
-      if (command.dashboardId) params.set("id", command.dashboardId);
-      if (command.query) params.set("q", command.query);
-      const path = pathForView(
-        command.view,
-        command.recordId,
-        command.settingsSection,
-      );
-      return `${path}${params.size ? `?${params}` : ""}`;
-    },
-  });
-}

package/corpus/templates/crm/app/i18n/en-US.ts

@@ -1,89 +0,0 @@
-const messages = {
-  intelligence: {
-    title: "Intelligence",
-    description:
-      "Choose the moments CRM should notice in bounded call evidence. Smart trackers are evaluated through Ask CRM, never directly in the settings screen.",
-    loading: "Loading trackers…",
-    kindKeyword: "Keyword",
-    kindSmart: "Smart",
-    enable: "Enable",
-    disable: "Disable",
-    toggleTracker: "{{action}} {{name}}",
-    emptyTitle: "No signal trackers yet",
-    emptyDescription:
-      "Add a keyword for deterministic matching or a smart criterion for Ask CRM to review.",
-    trackerDeleted: "Tracker deleted.",
-    trackerEnabled: "Tracker enabled.",
-    trackerDisabled: "Tracker disabled.",
-    trackerUpdateFailed: "Tracker update failed.",
-    trackerCreated: "Tracker created.",
-    trackerCreationFailed: "Tracker creation failed.",
-    newTracker: "New tracker",
-    createTitle: "Create signal tracker",
-    createDescription:
-      "Track deterministic keywords or define a bounded smart criterion for Ask CRM to evaluate against call evidence.",
-    name: "Name",
-    trackerDescription: "Description",
-    detector: "Detector",
-    keywords: "Keywords",
-    keywordsPlaceholder: "pricing, renewal, security review",
-    keywordsHelp: "Separate up to 40 keywords with commas.",
-    classificationCriterion: "Classification criterion",
-    criterionPlaceholder: "Match a clear concern about implementation timing.",
-    creating: "Creating…",
-    create: "Create tracker",
-    deleteTrackerAria: "Delete {{name}}",
-    deleteTrackerTitle: "Delete {{name}}?",
-    deleteTrackerDescription:
-      "This stops future signal runs from using this tracker. Existing reviewed signals stay unchanged.",
-    cancel: "Cancel",
-    deleteTracker: "Delete tracker",
-    keywordsSummary: "Keywords: {{keywords}}",
-    noKeywordsConfigured: "No keywords configured.",
-    evaluatedThroughAsk: "Evaluated through Ask CRM.",
-  },
-  recordActions: {
-    evidenceAttached: "Call evidence attached.",
-    evidenceAttachFailed: "Evidence could not be attached.",
-    addEvidence: "Add evidence",
-    attachEvidenceTitle: "Attach Clips evidence",
-    attachEvidenceDescription:
-      "Use a durable Clips page link. CRM stores only the artifact reference, page URL, and a bounded excerpt—never media or a transcript.",
-    artifactId: "Artifact ID",
-    clipsUrl: "Clips URL",
-    summary: "Summary",
-    shortExcerpt: "Short excerpt",
-    attachEvidence: "Attach evidence",
-    automate: "Automate",
-    reviewNewClipsCalls: "Review new Clips calls",
-    reviewDescription:
-      "Prepare a review recipe for this CRM record without copying Clips media or transcripts.",
-    disabledAutomationDescription:
-      "This starts disabled and stays tied to {{name}}. Once explicitly activated, each new clip may attach only its access-checked recording-page reference to this record.",
-    handoffDescription:
-      "The handoff keeps only an opaque clip ID, a durable {{path}} page URL, and capture time. It rejects event URLs, media, access tokens, transcripts, inferred records, and provider writes.",
-    manageAutomations: "Manage automations",
-    configureWithAgent: "Configure with agent",
-  },
-  dashboard: {
-    metaTitle: "Pipeline · CRM",
-    pipeline: "Pipeline",
-    ready: "Pipeline dashboard is ready.",
-    installFailed: "Pipeline dashboard could not be installed.",
-    loadingDescription: "Loading your access-scoped pipeline dashboard…",
-    emptyDescription:
-      "A live, permission-aware view of opportunity value by stage.",
-    installTitle: "Install the Pipeline dashboard",
-    installDescription:
-      "It creates a CRM-owned data program and a private dashboard for your current workspace.",
-    installAction: "Install Pipeline dashboard",
-    liveDescription:
-      "Live opportunity totals use the current viewer’s CRM access and refresh from a cached data program.",
-    updating: "Updating…",
-    updatePack: "Update pack",
-  },
-};
-
-export const crmDashboardMetaTitle = messages.dashboard.metaTitle;
-
-export default messages;

package/corpus/templates/crm/app/i18n/index.ts

@@ -1,34 +0,0 @@
-import { type AgentNativeI18nCatalog } from "@agent-native/core/client/i18n";
-
-import enUS from "./en-US";
-
-export const i18nCatalog = {
-  sourceLocale: "en-US",
-  messages: enUS,
-  loadMessages: async (locale) => {
-    switch (locale) {
-      case "ar-SA":
-        return (await import("./ar-SA")).default;
-      case "de-DE":
-        return (await import("./de-DE")).default;
-      case "es-ES":
-        return (await import("./es-ES")).default;
-      case "fr-FR":
-        return (await import("./fr-FR")).default;
-      case "hi-IN":
-        return (await import("./hi-IN")).default;
-      case "ja-JP":
-        return (await import("./ja-JP")).default;
-      case "ko-KR":
-        return (await import("./ko-KR")).default;
-      case "pt-BR":
-        return (await import("./pt-BR")).default;
-      case "zh-CN":
-        return (await import("./zh-CN")).default;
-      case "zh-TW":
-        return (await import("./zh-TW")).default;
-      default:
-        return null;
-    }
-  },
-} satisfies AgentNativeI18nCatalog;

package/corpus/templates/crm/app/lib/dashboard.ts

@@ -1,13 +0,0 @@
-import type { CrmDashboardPanelConfig } from "./types";
-
-export function dashboardDataPanelId(
-  panels: CrmDashboardPanelConfig[],
-  panel: CrmDashboardPanelConfig,
-): string {
-  return (
-    panels.find(
-      (candidate) =>
-        candidate.source === panel.source && candidate.query === panel.query,
-    )?.id ?? panel.id
-  );
-}

package/corpus/templates/crm/app/lib/navigation.ts

@@ -1,54 +0,0 @@
-import type { CrmKind } from "@/lib/types";
-
-export type CrmView =
-  | "work"
-  | CrmKind
-  | "record"
-  | "tasks"
-  | "proposals"
-  | "views"
-  | "dashboard"
-  | "ask"
-  | "setup"
-  | "settings";
-
-export const CRM_VIEW_PATHS: Record<Exclude<CrmView, "record">, string> = {
-  work: "/",
-  account: "/accounts",
-  person: "/people",
-  opportunity: "/opportunities",
-  tasks: "/tasks",
-  proposals: "/proposals",
-  views: "/views",
-  dashboard: "/dashboard",
-  ask: "/ask",
-  setup: "/setup",
-  settings: "/settings",
-};
-
-export function viewFromPath(pathname: string): CrmView {
-  if (pathname.startsWith("/records/")) return "record";
-  if (pathname.startsWith("/accounts")) return "account";
-  if (pathname.startsWith("/people")) return "person";
-  if (pathname.startsWith("/opportunities")) return "opportunity";
-  if (pathname.startsWith("/tasks")) return "tasks";
-  if (pathname.startsWith("/proposals")) return "proposals";
-  if (pathname.startsWith("/views")) return "views";
-  if (pathname.startsWith("/dashboard")) return "dashboard";
-  if (pathname.startsWith("/ask")) return "ask";
-  if (pathname.startsWith("/setup")) return "setup";
-  if (pathname.startsWith("/settings")) return "settings";
-  return "work";
-}
-
-export function pathForView(
-  view?: string,
-  recordId?: string,
-  settingsSection?: "intelligence",
-): string {
-  if (view === "record" && recordId)
-    return `/records/${encodeURIComponent(recordId)}`;
-  if (view === "settings" && settingsSection === "intelligence")
-    return "/settings/intelligence";
-  return CRM_VIEW_PATHS[view as Exclude<CrmView, "record">] ?? "/";
-}

package/corpus/templates/crm/app/lib/tab-id.ts

@@ -1 +0,0 @@
-export const TAB_ID = `crm-${Math.random().toString(36).slice(2, 8)}`;

package/corpus/templates/crm/app/lib/types.ts

@@ -1,172 +0,0 @@
-export type CrmKind = "account" | "person" | "opportunity";
-
-export interface CrmRecordSummary {
-  id: string;
-  displayName: string;
-  kind: CrmKind;
-  subtitle?: string;
-  owner?: string;
-  stage?: string;
-  cadence?: string;
-  nextStep?: string;
-  updatedAt?: string;
-  fields?: Record<string, unknown>;
-}
-
-export interface CrmRecordDetail extends CrmRecordSummary {
-  provider?: "hubspot" | "salesforce" | string;
-  description?: string;
-  remoteRevision?: string;
-  activity?: Array<{
-    id: string;
-    title: string;
-    summary?: string;
-    occurredAt?: string;
-    actor?: string;
-  }>;
-  evidence?: Array<{
-    id: string;
-    label: string;
-    quote?: string;
-    url?: string;
-    observedAt?: string;
-  }>;
-  tasks?: Array<CrmTask>;
-  relatedRecords?: Array<{
-    id: string;
-    displayName: string;
-    kind: CrmKind;
-    relationshipType: string;
-    relationshipLabel?: string;
-    subtitle?: string;
-  }>;
-}
-
-export interface CrmTask {
-  id: string;
-  title: string;
-  status: "open" | "done" | "blocked" | string;
-  dueAt?: string;
-  recordId?: string;
-}
-
-export interface CrmSavedView {
-  id: string;
-  name: string;
-  description?: string;
-  kind?: CrmKind;
-  query?: string;
-  dataProgramId?: string;
-}
-
-export interface CrmOverview {
-  focus?: Array<{ label: string; value: string; detail?: string }>;
-  tasks?: CrmTask[];
-  records?: CrmRecordSummary[];
-}
-
-export interface CrmDashboardPanelConfig {
-  id: string;
-  title: string;
-  source: "program";
-  query: string;
-  chartType: "metric" | "bar" | "table";
-}
-
-export interface CrmDashboard {
-  id: string;
-  kind: "pipeline";
-  title: string;
-  config: { version: 1; panels: CrmDashboardPanelConfig[] };
-  updatedAt: string;
-}
-
-export function recordId(record: unknown): string | undefined {
-  if (!record || typeof record !== "object") return undefined;
-  const value = record as Record<string, unknown>;
-  const ref = value.ref as Record<string, unknown> | undefined;
-  return (
-    asText(value.id) ??
-    asText(value.recordId) ??
-    asText(ref?.localId) ??
-    asText(ref?.remoteId)
-  );
-}
-
-export function asText(value: unknown): string | undefined {
-  return typeof value === "string" && value.length ? value : undefined;
-}
-
-export function normalizeRecord(
-  record: unknown,
-  fallbackKind: CrmKind,
-): CrmRecordSummary | null {
-  if (!record || typeof record !== "object") return null;
-  const value = record as Record<string, unknown>;
-  const id = recordId(value);
-  if (!id) return null;
-  const fields = isObject(value.fields) ? value.fields : undefined;
-  const ref = isObject(value.ref) ? value.ref : undefined;
-  const kind = asKind(value.kind) ?? asKind(ref?.kind) ?? fallbackKind;
-  return {
-    id,
-    displayName: asText(value.displayName) ?? asText(value.name) ?? id,
-    kind,
-    subtitle:
-      asText(value.subtitle) ?? asText(fields?.domain) ?? asText(fields?.email),
-    owner: asText(value.owner) ?? asText(fields?.owner),
-    stage: asText(value.stage) ?? asText(fields?.stage),
-    cadence: asText(value.cadence) ?? asText(fields?.cadence),
-    nextStep: asText(value.nextStep) ?? asText(fields?.nextStep),
-    updatedAt: asText(value.updatedAt) ?? asText(value.remoteUpdatedAt),
-    fields,
-  };
-}
-
-export function normalizeRecords(
-  data: unknown,
-  kind: CrmKind,
-): CrmRecordSummary[] {
-  const values = Array.isArray(data)
-    ? data
-    : isObject(data) && Array.isArray(data.records)
-      ? data.records
-      : [];
-  return values.flatMap((value) => {
-    const record = normalizeRecord(value, kind);
-    return record ? [record] : [];
-  });
-}
-
-export function normalizeTasks(data: unknown): CrmTask[] {
-  const values = Array.isArray(data)
-    ? data
-    : isObject(data) && Array.isArray(data.tasks)
-      ? data.tasks
-      : [];
-  return values.flatMap((value) => {
-    if (!isObject(value)) return [];
-    const id = asText(value.id) ?? asText(value.taskId);
-    const title = asText(value.title) ?? asText(value.name);
-    if (!id || !title) return [];
-    return [
-      {
-        id,
-        title,
-        status: asText(value.status) ?? "open",
-        dueAt: asText(value.dueAt),
-        recordId: asText(value.recordId),
-      },
-    ];
-  });
-}
-
-function asKind(value: unknown): CrmKind | undefined {
-  return value === "account" || value === "person" || value === "opportunity"
-    ? value
-    : undefined;
-}
-
-function isObject(value: unknown): value is Record<string, unknown> {
-  return Boolean(value) && typeof value === "object" && !Array.isArray(value);
-}

package/corpus/templates/crm/app/lib/utils.ts

@@ -1 +0,0 @@
-export { cn } from "@agent-native/toolkit/utils";

package/corpus/templates/crm/app/root.tsx

@@ -1,91 +0,0 @@
-import { configureTracking } from "@agent-native/core/client/analytics";
-import { appPath } from "@agent-native/core/client/api-path";
-import {
-  AppProviders,
-  createAgentNativeQueryClient,
-  useDbSync,
-} from "@agent-native/core/client/hooks";
-import { getLocaleInitScript } from "@agent-native/core/client/i18n";
-import { getThemeInitScript } from "@agent-native/core/client/ui";
-import { useQueryClient } from "@tanstack/react-query";
-import { useState } from "react";
-import { Links, Meta, Outlet, Scripts, ScrollRestoration } from "react-router";
-import type { LinksFunction } from "react-router";
-
-import { CrmLayout } from "@/components/layout/CrmLayout";
-import { AppToolkitProvider } from "@/components/ui/toolkit-provider";
-import { useNavigationState } from "@/hooks/use-navigation-state";
-import { i18nCatalog } from "@/i18n";
-import { TAB_ID } from "@/lib/tab-id";
-
-import stylesheet from "./global.css?url";
-
-configureTracking({
-  getDefaultProps: (_name, properties) => ({
-    ...properties,
-    app: "crm",
-    template: "crm",
-  }),
-});
-
-export const links: LinksFunction = () => [
-  { rel: "stylesheet", href: stylesheet },
-];
-
-export function Layout({ children }: { children: React.ReactNode }) {
-  return (
-    <html lang="en" suppressHydrationWarning>
-      <head>
-        <meta charSet="utf-8" />
-        <meta
-          name="viewport"
-          content="width=device-width, initial-scale=1, maximum-scale=1, user-scalable=no"
-        />
-        <script
-          data-agent-native-theme-init
-          suppressHydrationWarning
-          dangerouslySetInnerHTML={{ __html: getThemeInitScript() }}
-        />
-        <script
-          data-agent-native-locale-init
-          suppressHydrationWarning
-          dangerouslySetInnerHTML={{ __html: getLocaleInitScript() }}
-        />
-        <link rel="manifest" href={appPath("/manifest.json")} />
-        <meta name="theme-color" content="#71717A" />
-        <link rel="icon" type="image/svg+xml" href={appPath("/favicon.svg")} />
-        <link rel="apple-touch-icon" href={appPath("/icon-180.svg")} />
-        <Meta />
-        <Links />
-      </head>
-      <body>
-        {children}
-        <ScrollRestoration />
-        <Scripts />
-      </body>
-    </html>
-  );
-}
-
-function SyncBridge() {
-  const queryClient = useQueryClient();
-  useNavigationState();
-  useDbSync({ queryClient, ignoreSource: TAB_ID });
-  return null;
-}
-
-export default function Root() {
-  const [queryClient] = useState(() => createAgentNativeQueryClient());
-  return (
-    <AppToolkitProvider>
-      <AppProviders queryClient={queryClient} i18n={{ catalog: i18nCatalog }}>
-        <SyncBridge />
-        <CrmLayout>
-          <Outlet />
-        </CrmLayout>
-      </AppProviders>
-    </AppToolkitProvider>
-  );
-}
-
-export { ErrorBoundary } from "@agent-native/core/client/ui";

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

@@ -1,26 +0,0 @@
-import { useActionQuery } from "@agent-native/core/client/hooks";
-
-import { PageHeader } from "@/components/crm/Surface";
-import { WorkOverview } from "@/components/crm/WorkOverview";
-import type { CrmOverview } from "@/lib/types";
-
-export function meta() {
-  return [{ title: "My work · CRM" }];
-}
-
-export default function WorkRoute() {
-  const overview = useActionQuery<CrmOverview>(
-    "get-crm-overview" as never,
-    {} as never,
-  );
-  return (
-    <>
-      <PageHeader
-        eyebrow="CRM"
-        title="My work"
-        description="A calm view of follow-up work and current relationship context."
-      />
-      <WorkOverview overview={overview.data} isLoading={overview.isLoading} />
-    </>
-  );
-}

package/corpus/templates/crm/app/routes/accounts.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: "Accounts · CRM" }];
-}
-export default function AccountsRoute() {
-  const [searchParams] = useSearchParams();
-  const viewId = searchParams.get("view") ?? undefined;
-  const query = useActionQuery<unknown>(
-    "list-crm-records" as never,
-    { kind: "account", viewId } as never,
-  );
-  return (
-    <>
-      <PageHeader
-        eyebrow="Records"
-        title="Accounts"
-        description={
-          viewId
-            ? "Accounts matching this saved view."
-            : "Accounts from your Native SQL workspace and connected CRM mirrors."
-        }
-        actions={<CreateCrmRecordDialog kind="account" />}
-      />
-      <SavedViewDataProgram data={query.data} />
-      <RecordGrid
-        kind="account"
-        records={normalizeRecords(query.data, "account")}
-        isLoading={query.isLoading}
-        emptyTitle="No accounts yet"
-      />
-    </>
-  );
-}

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

@@ -1,5 +0,0 @@
-import { AgentTabsPage } from "@agent-native/core/client/agent-chat";
-
-export default function AgentRoute() {
-  return <AgentTabsPage appName="CRM" />;
-}

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

@@ -1,53 +0,0 @@
-import {
-  AgentChatSurface,
-  markAgentChatHomeHandoff,
-} from "@agent-native/core/client/agent-chat";
-import { useEffect } from "react";
-
-import { TAB_ID } from "@/lib/tab-id";
-
-export function meta() {
-  return [{ title: "Ask CRM" }];
-}
-
-export default function AskCrmRoute() {
-  useEffect(() => {
-    const onChatRunning = (event: Event) => {
-      if ((event as CustomEvent<{ isRunning?: boolean }>).detail?.isRunning)
-        markAgentChatHomeHandoff("crm");
-    };
-    window.addEventListener("agentNative.chatRunning", onChatRunning);
-    return () =>
-      window.removeEventListener("agentNative.chatRunning", onChatRunning);
-  }, []);
-  return (
-    <div className="flex h-full min-h-0 flex-col bg-background">
-      <AgentChatSurface
-        mode="page"
-        chatViewTransition
-        className="crm-chat-panel"
-        storageKey="crm"
-        browserTabId={TAB_ID}
-        defaultMode="chat"
-        showHeader={false}
-        showTabBar={false}
-        dynamicSuggestions={false}
-        suggestions={[]}
-        emptyStateText="Ask CRM"
-        emptyStateDisplay="hidden"
-        centerComposerWhenEmpty
-        composerLayoutVariant="hero"
-        composerPlaceholder="Ask about your CRM"
-        composerSlot={
-          <div className="crm-chat-intro">
-            <h1>Ask CRM</h1>
-            <p>
-              Explore permitted account context, follow-up work, and evidence
-              across Native SQL and connected records.
-            </p>
-          </div>
-        }
-      />
-    </div>
-  );
-}