@agent-native/core 0.122.4 → 0.123.1

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

@@ -0,0 +1,220 @@
+import { sendToAgentChat } from "@agent-native/core/client/agent-chat";
+import {
+  useActionMutation,
+  useActionQuery,
+} from "@agent-native/core/client/hooks";
+import {
+  IconCheck,
+  IconExternalLink,
+  IconWaveSine,
+  IconX,
+} from "@tabler/icons-react";
+import { useState } from "react";
+
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+
+interface Signal {
+  id: string;
+  label: string;
+  quote?: string;
+  summary?: string;
+  confidence: number;
+  reviewStatus: "unreviewed" | "confirmed" | "dismissed";
+  startSeconds?: number;
+  evidenceId: string;
+}
+
+interface SignalList {
+  signals: Signal[];
+}
+
+interface DelegatedRequest {
+  runId: string;
+  trackerId?: string;
+  kind: "smart" | "summary";
+  prompt: string;
+}
+
+interface RunResult {
+  keywordSignalsCreated: number;
+  delegatedRequests: DelegatedRequest[];
+}
+
+export function CrmSignalsPanel({
+  recordId,
+  evidence,
+}: {
+  recordId: string;
+  evidence: Array<{ id: string; url?: string }>;
+}) {
+  const [reviewingId, setReviewingId] = useState<string>();
+  const query = useActionQuery(
+    "list-crm-signal-hits" as never,
+    { recordId, limit: 50 } as never,
+  ) as { data?: SignalList; isLoading: boolean };
+  const run = useActionMutation(
+    "run-crm-signal-trackers" as never,
+  ) as ReturnType<typeof useActionMutation<RunResult, never>>;
+  const review = useActionMutation("review-crm-signal" as never);
+  const evidenceById = new Map(evidence.map((item) => [item.id, item]));
+
+  const analyze = () => {
+    run.mutate(
+      {
+        recordId,
+        evidenceIds: evidence.map((item) => item.id),
+        includeSummary: true,
+        idempotencyKey: `ui-${recordId}-${Date.now()}`,
+      } as never,
+      {
+        onSuccess: (result) => {
+          if (result.delegatedRequests.length) {
+            const requests = result.delegatedRequests
+              .map((request, index) => {
+                const recorder =
+                  request.kind === "smart"
+                    ? `Use record-crm-smart-signal with runId ${request.runId}, trackerId ${request.trackerId}, recordId ${recordId}, and a stable idempotencyKey for every grounded match.`
+                    : `Use record-crm-call-insight once with runId ${request.runId}, recordId ${recordId}, all grounded insights as one bounded batch, and a stable idempotencyKey.`;
+                return `Request ${index + 1}\n${request.prompt}\n\n${recorder}`;
+              })
+              .join("\n\n---\n\n");
+            sendToAgentChat({
+              message: `Analyze all bounded call evidence requests for CRM record ${recordId}.`,
+              context: `${requests}\n\nProcess every request in this single run. Do not return or store a transcript.`,
+              submit: true,
+              newTab: true,
+              background: true,
+              openSidebar: false,
+            });
+          }
+        },
+      },
+    );
+  };
+
+  const setReview = (
+    signalId: string,
+    reviewStatus: "confirmed" | "dismissed",
+  ) => {
+    setReviewingId(signalId);
+    review.mutate({ signalId, reviewStatus } as never, {
+      onSettled: () => setReviewingId(undefined),
+    });
+  };
+
+  return (
+    <div className="max-w-3xl">
+      <div className="flex flex-wrap items-start justify-between gap-3">
+        <div>
+          <h2 className="text-sm font-semibold">Signals</h2>
+          <p className="mt-1 text-sm text-muted-foreground">
+            Evidence-grounded moments and next steps from attached Clips calls.
+          </p>
+        </div>
+        <Button
+          size="sm"
+          variant="outline"
+          className="gap-1.5"
+          disabled={!evidence.length || run.isPending}
+          onClick={analyze}
+        >
+          <IconWaveSine className="size-3.5" />
+          {run.isPending ? "Preparing…" : "Analyze evidence"}
+        </Button>
+      </div>
+      {!evidence.length ? (
+        <p className="mt-4 rounded-lg border border-border/70 bg-card px-4 py-8 text-center text-sm text-muted-foreground">
+          Attach a bounded Clips evidence reference before running detectors.
+        </p>
+      ) : query.data?.signals.length ? (
+        <div className="mt-4 divide-y divide-border rounded-lg border border-border/70 bg-card">
+          {query.data.signals.map((signal) => {
+            const source = evidenceById.get(signal.evidenceId);
+            return (
+              <article key={signal.id} className="px-4 py-3">
+                <div className="flex items-start gap-3">
+                  <div className="min-w-0 flex-1">
+                    <div className="flex flex-wrap items-center gap-2">
+                      <p className="text-sm font-medium">{signal.label}</p>
+                      <Badge
+                        variant="secondary"
+                        className="font-normal capitalize"
+                      >
+                        {signal.reviewStatus}
+                      </Badge>
+                      <span className="text-xs text-muted-foreground">
+                        {Math.round(signal.confidence)}% confidence
+                      </span>
+                    </div>
+                    {signal.quote ? (
+                      <blockquote className="mt-2 border-l-2 border-border pl-3 text-sm leading-6 text-muted-foreground">
+                        “{signal.quote}”
+                      </blockquote>
+                    ) : signal.summary ? (
+                      <p className="mt-2 text-sm leading-6 text-muted-foreground">
+                        {signal.summary}
+                      </p>
+                    ) : null}
+                    {signal.startSeconds !== undefined ? (
+                      <p className="mt-2 text-xs text-muted-foreground">
+                        {formatTimestamp(signal.startSeconds)}
+                      </p>
+                    ) : null}
+                  </div>
+                  <div className="flex shrink-0 items-center gap-1">
+                    {source?.url ? (
+                      <Button variant="ghost" size="icon" asChild>
+                        <a
+                          href={source.url}
+                          target="_blank"
+                          rel="noreferrer"
+                          aria-label="Open call evidence"
+                        >
+                          <IconExternalLink className="size-4" />
+                        </a>
+                      </Button>
+                    ) : null}
+                    {signal.reviewStatus === "unreviewed" ? (
+                      <>
+                        <Button
+                          variant="ghost"
+                          size="icon"
+                          disabled={reviewingId === signal.id}
+                          onClick={() => setReview(signal.id, "confirmed")}
+                          aria-label="Confirm signal"
+                        >
+                          <IconCheck className="size-4" />
+                        </Button>
+                        <Button
+                          variant="ghost"
+                          size="icon"
+                          disabled={reviewingId === signal.id}
+                          onClick={() => setReview(signal.id, "dismissed")}
+                          aria-label="Dismiss signal"
+                        >
+                          <IconX className="size-4" />
+                        </Button>
+                      </>
+                    ) : null}
+                  </div>
+                </div>
+              </article>
+            );
+          })}
+        </div>
+      ) : (
+        <p className="mt-4 rounded-lg border border-border/70 bg-card px-4 py-8 text-center text-sm text-muted-foreground">
+          {query.isLoading
+            ? "Loading signals…"
+            : "No signals yet. Analyze the attached evidence to find grounded moments."}
+        </p>
+      )}
+    </div>
+  );
+}
+
+function formatTimestamp(value: number) {
+  const seconds = Math.max(0, Math.round(value));
+  return `${Math.floor(seconds / 60)}:${String(seconds % 60).padStart(2, "0")}`;
+}

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

@@ -0,0 +1,414 @@
+import {
+  useActionMutation,
+  useActionQuery,
+} from "@agent-native/core/client/hooks";
+import { useT } from "@agent-native/core/client/i18n";
+import { IconBrain, IconPlus, IconTags, IconTrash } from "@tabler/icons-react";
+import { useState } from "react";
+import { toast } from "sonner";
+
+import {
+  AlertDialog,
+  AlertDialogAction,
+  AlertDialogCancel,
+  AlertDialogContent,
+  AlertDialogDescription,
+  AlertDialogFooter,
+  AlertDialogHeader,
+  AlertDialogTitle,
+  AlertDialogTrigger,
+} from "@/components/ui/alert-dialog";
+import { Badge } from "@/components/ui/badge";
+import { Button } from "@/components/ui/button";
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from "@/components/ui/dialog";
+import { Input } from "@/components/ui/input";
+import { Label } from "@/components/ui/label";
+import {
+  Select,
+  SelectContent,
+  SelectGroup,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Switch } from "@/components/ui/switch";
+import { Textarea } from "@/components/ui/textarea";
+
+type TrackerKind = "keyword" | "smart";
+
+interface SignalTracker {
+  id: string;
+  name: string;
+  description: string;
+  kind: TrackerKind;
+  keywords: string[];
+  classifierPrompt: string;
+  enabled: boolean;
+  isDefault: boolean;
+}
+
+interface SignalTrackersResult {
+  trackers: SignalTracker[];
+}
+
+interface CreateTrackerInput {
+  name: string;
+  description: string;
+  kind: TrackerKind;
+  keywords: string[];
+  classifierPrompt: string;
+}
+
+interface ManageTrackerInput {
+  trackerId: string;
+  operation: "set-enabled" | "delete";
+  enabled?: boolean;
+}
+
+export function IntelligenceSettings() {
+  const t = useT();
+  const trackersQuery = useActionQuery<SignalTrackersResult>(
+    "list-crm-signal-trackers" as never,
+    {} as never,
+  );
+  const createTracker = useActionMutation<unknown, CreateTrackerInput>(
+    "create-crm-signal-tracker" as never,
+  );
+  const manageTracker = useActionMutation<unknown, ManageTrackerInput>(
+    "manage-crm-signal-tracker" as never,
+  );
+  const [pendingTrackerIds, setPendingTrackerIds] = useState<Set<string>>(
+    new Set(),
+  );
+  const trackers = trackersQuery.data?.trackers ?? [];
+
+  async function manage(input: ManageTrackerInput) {
+    setPendingTrackerIds((current) => new Set(current).add(input.trackerId));
+    try {
+      await manageTracker.mutateAsync(input);
+      toast.success(
+        input.operation === "delete"
+          ? t("intelligence.trackerDeleted")
+          : input.enabled
+            ? t("intelligence.trackerEnabled")
+            : t("intelligence.trackerDisabled"),
+      );
+    } catch (error) {
+      toast.error(
+        error instanceof Error
+          ? error.message
+          : t("intelligence.trackerUpdateFailed"),
+      );
+    } finally {
+      setPendingTrackerIds((current) => {
+        const next = new Set(current);
+        next.delete(input.trackerId);
+        return next;
+      });
+    }
+  }
+
+  return (
+    <div className="mx-auto w-full max-w-2xl">
+      <div className="flex flex-wrap items-start justify-between gap-4">
+        <div className="min-w-0">
+          <h1 className="text-xl font-semibold tracking-tight">
+            {t("intelligence.title")}
+          </h1>
+          <p className="mt-1 max-w-xl text-sm leading-6 text-muted-foreground">
+            {t("intelligence.description")}
+          </p>
+        </div>
+        <CreateTrackerDialog mutation={createTracker} />
+      </div>
+
+      {trackersQuery.isLoading ? (
+        <p className="mt-8 text-sm text-muted-foreground">
+          {t("intelligence.loading")}
+        </p>
+      ) : trackers.length ? (
+        <div className="mt-8 divide-y divide-border/70 rounded-lg border border-border/70 bg-card">
+          {trackers.map((tracker) => {
+            const pending = pendingTrackerIds.has(tracker.id);
+            const Icon = tracker.kind === "keyword" ? IconTags : IconBrain;
+            return (
+              <section
+                key={tracker.id}
+                className="flex flex-wrap items-center gap-4 px-4 py-3.5"
+              >
+                <Icon className="size-4 shrink-0 text-muted-foreground" />
+                <div className="min-w-0 flex-1">
+                  <div className="flex flex-wrap items-center gap-2">
+                    <p className="truncate text-sm font-medium">
+                      {tracker.name}
+                    </p>
+                    <Badge variant="secondary" className="font-normal">
+                      {tracker.kind === "keyword"
+                        ? t("intelligence.kindKeyword")
+                        : t("intelligence.kindSmart")}
+                    </Badge>
+                  </div>
+                  <p className="mt-1 text-sm text-muted-foreground">
+                    {tracker.description || trackerSummary(tracker, t)}
+                  </p>
+                </div>
+                <div className="flex shrink-0 items-center gap-2">
+                  <Switch
+                    checked={tracker.enabled}
+                    disabled={pending}
+                    aria-label={t("intelligence.toggleTracker", {
+                      action: tracker.enabled
+                        ? t("intelligence.disable")
+                        : t("intelligence.enable"),
+                      name: tracker.name,
+                    })}
+                    onCheckedChange={(enabled) =>
+                      void manage({
+                        trackerId: tracker.id,
+                        operation: "set-enabled",
+                        enabled,
+                      })
+                    }
+                  />
+                  <DeleteTrackerButton
+                    tracker={tracker}
+                    pending={pending}
+                    onDelete={() =>
+                      void manage({
+                        trackerId: tracker.id,
+                        operation: "delete",
+                      })
+                    }
+                  />
+                </div>
+              </section>
+            );
+          })}
+        </div>
+      ) : (
+        <div className="mt-8 rounded-lg border border-dashed border-border px-4 py-10 text-center">
+          <p className="text-sm font-medium">{t("intelligence.emptyTitle")}</p>
+          <p className="mt-1 text-sm text-muted-foreground">
+            {t("intelligence.emptyDescription")}
+          </p>
+        </div>
+      )}
+    </div>
+  );
+}
+
+function CreateTrackerDialog({
+  mutation,
+}: {
+  mutation: {
+    isPending: boolean;
+    mutateAsync: (input: CreateTrackerInput) => Promise<unknown>;
+  };
+}) {
+  const t = useT();
+  const [open, setOpen] = useState(false);
+  const [name, setName] = useState("");
+  const [description, setDescription] = useState("");
+  const [kind, setKind] = useState<TrackerKind>("keyword");
+  const [keywords, setKeywords] = useState("");
+  const [criterion, setCriterion] = useState("");
+
+  const parsedKeywords = keywords
+    .split(",")
+    .map((value) => value.trim())
+    .filter(Boolean);
+  const canCreate = Boolean(
+    name.trim() &&
+    (kind === "keyword" ? parsedKeywords.length : criterion.trim()),
+  );
+
+  async function create() {
+    try {
+      await mutation.mutateAsync({
+        name: name.trim(),
+        description: description.trim(),
+        kind,
+        keywords: kind === "keyword" ? parsedKeywords : [],
+        classifierPrompt: kind === "smart" ? criterion.trim() : "",
+      });
+      setOpen(false);
+      setName("");
+      setDescription("");
+      setKeywords("");
+      setCriterion("");
+      toast.success(t("intelligence.trackerCreated"));
+    } catch (error) {
+      toast.error(
+        error instanceof Error
+          ? error.message
+          : t("intelligence.trackerCreationFailed"),
+      );
+    }
+  }
+
+  return (
+    <Dialog open={open} onOpenChange={setOpen}>
+      <DialogTrigger asChild>
+        <Button size="sm" className="gap-1.5">
+          <IconPlus className="size-4" /> {t("intelligence.newTracker")}
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>{t("intelligence.createTitle")}</DialogTitle>
+          <DialogDescription>
+            {t("intelligence.createDescription")}
+          </DialogDescription>
+        </DialogHeader>
+        <div className="grid gap-4 py-2">
+          <div className="grid gap-2">
+            <Label htmlFor="tracker-name">{t("intelligence.name")}</Label>
+            <Input
+              id="tracker-name"
+              value={name}
+              maxLength={120}
+              onChange={(event) => setName(event.target.value)}
+            />
+          </div>
+          <div className="grid gap-2">
+            <Label htmlFor="tracker-description">
+              {t("intelligence.trackerDescription")}
+            </Label>
+            <Textarea
+              id="tracker-description"
+              value={description}
+              maxLength={500}
+              onChange={(event) => setDescription(event.target.value)}
+            />
+          </div>
+          <div className="grid gap-2">
+            <Label htmlFor="tracker-kind">{t("intelligence.detector")}</Label>
+            <Select
+              value={kind}
+              onValueChange={(value) => setKind(value as TrackerKind)}
+            >
+              <SelectTrigger id="tracker-kind">
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectGroup>
+                  <SelectItem value="keyword">
+                    {t("intelligence.kindKeyword")}
+                  </SelectItem>
+                  <SelectItem value="smart">
+                    {t("intelligence.kindSmart")}
+                  </SelectItem>
+                </SelectGroup>
+              </SelectContent>
+            </Select>
+          </div>
+          {kind === "keyword" ? (
+            <div className="grid gap-2">
+              <Label htmlFor="tracker-keywords">
+                {t("intelligence.keywords")}
+              </Label>
+              <Input
+                id="tracker-keywords"
+                value={keywords}
+                maxLength={3_200}
+                placeholder={t("intelligence.keywordsPlaceholder")}
+                onChange={(event) => setKeywords(event.target.value)}
+              />
+              <p className="text-xs text-muted-foreground">
+                {t("intelligence.keywordsHelp")}
+              </p>
+            </div>
+          ) : (
+            <div className="grid gap-2">
+              <Label htmlFor="tracker-criterion">
+                {t("intelligence.classificationCriterion")}
+              </Label>
+              <Textarea
+                id="tracker-criterion"
+                value={criterion}
+                maxLength={1_000}
+                placeholder={t("intelligence.criterionPlaceholder")}
+                onChange={(event) => setCriterion(event.target.value)}
+              />
+            </div>
+          )}
+        </div>
+        <DialogFooter>
+          <Button
+            disabled={!canCreate || mutation.isPending}
+            onClick={() => void create()}
+          >
+            {mutation.isPending
+              ? t("intelligence.creating")
+              : t("intelligence.create")}
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}
+
+function DeleteTrackerButton({
+  tracker,
+  pending,
+  onDelete,
+}: {
+  tracker: SignalTracker;
+  pending: boolean;
+  onDelete: () => void;
+}) {
+  const t = useT();
+  return (
+    <AlertDialog>
+      <AlertDialogTrigger asChild>
+        <Button
+          variant="ghost"
+          size="icon"
+          disabled={pending}
+          aria-label={t("intelligence.deleteTrackerAria", {
+            name: tracker.name,
+          })}
+        >
+          <IconTrash className="size-4" />
+        </Button>
+      </AlertDialogTrigger>
+      <AlertDialogContent>
+        <AlertDialogHeader>
+          <AlertDialogTitle>
+            {t("intelligence.deleteTrackerTitle", { name: tracker.name })}
+          </AlertDialogTitle>
+          <AlertDialogDescription>
+            {t("intelligence.deleteTrackerDescription")}
+          </AlertDialogDescription>
+        </AlertDialogHeader>
+        <AlertDialogFooter>
+          <AlertDialogCancel>{t("intelligence.cancel")}</AlertDialogCancel>
+          <AlertDialogAction onClick={onDelete}>
+            {t("intelligence.deleteTracker")}
+          </AlertDialogAction>
+        </AlertDialogFooter>
+      </AlertDialogContent>
+    </AlertDialog>
+  );
+}
+
+function trackerSummary(
+  tracker: SignalTracker,
+  t: (key: string, options?: Record<string, unknown>) => string,
+) {
+  if (tracker.kind === "keyword")
+    return tracker.keywords.length
+      ? t("intelligence.keywordsSummary", {
+          keywords: tracker.keywords.join(", "),
+        })
+      : t("intelligence.noKeywordsConfigured");
+  return t("intelligence.evaluatedThroughAsk");
+}