@agent-native/core 0.122.4 → 0.123.1

package/corpus/templates/crm/app/components/crm/record/record-data.ts

@@ -0,0 +1,603 @@
+/**
+ * Pure logic behind the record page: what an attribute value looks like, who is
+ * allowed to edit it inline, how typed input is parsed, and how bitemporal rows
+ * become "changed from X to Y".
+ *
+ * It lives apart from the components because the template's vitest config is
+ * node-only (no DOM, `.test.ts` only), so this is the layer that can be tested.
+ * Anything here that returns a value must keep "absent" and "unreadable"
+ * distinguishable — a field the mirror never carried is not an empty field.
+ */
+
+import {
+  ATTRIBUTE_TYPE_SPECS,
+  type CrmAttributeType,
+} from "../../../../shared/crm-attributes";
+import type {
+  CrmAttributeDefinition,
+  CrmAttributeOption,
+  CrmValue,
+} from "../../../../shared/crm-contract";
+import {
+  ATTRIBUTE_VALUE_SPECS,
+  formatAttributeValue,
+  parseAttributeValue,
+  valueTokens,
+  type CrmAttributeControl,
+} from "../shared/attribute-value";
+
+export { attributeInputValue as fieldInputValue } from "../shared/attribute-value";
+
+/** Up to six pinned attributes sit above the rest of the panel. */
+export const MAX_HIGHLIGHTS = 6;
+
+export interface CrmRecordPageEntry {
+  id: string;
+  listId: string;
+  recordId: string;
+  position: number;
+  createdAt: string;
+  createdByActorType: string;
+  createdByActorId: string | null;
+  values: Record<string, CrmValue>;
+  valuesSince: Record<string, string>;
+}
+
+export interface CrmRecordPageListAttribute {
+  id: string;
+  apiSlug: string;
+  label: string;
+  description: string | null;
+  attributeType: CrmAttributeType;
+  multi: boolean;
+  required: boolean;
+  position: number;
+  usesOptions: boolean;
+  options: CrmAttributeOption[];
+}
+
+export interface CrmRecordPageList {
+  id: string;
+  name: string;
+  apiSlug: string;
+  parentObjectType: string;
+  attributes: CrmRecordPageListAttribute[];
+  entries: CrmRecordPageEntry[];
+}
+
+export interface CrmRecordPageValueMeta {
+  since: string;
+  actorType: string;
+  actorId: string | null;
+}
+
+export interface CrmRecordPage {
+  record: {
+    id: string;
+    connectionId: string;
+    provider: string;
+    objectType: string;
+    kind: string;
+    displayName: string;
+    remoteRevision: string | null;
+    updatedAt: string;
+  };
+  attributes: CrmAttributeDefinition[];
+  values: Record<string, CrmValue>;
+  valueMeta: Record<string, CrmRecordPageValueMeta>;
+  lists: CrmRecordPageList[];
+  listMembershipsTruncated: boolean;
+  recordUrl: string | null;
+  recordUrlUnavailableReason: string | null;
+}
+
+// ---------------------------------------------------------------------------
+// Editability
+// ---------------------------------------------------------------------------
+
+/**
+ * Controls this panel implements. The registry says a `record-reference` is
+ * edited with a record picker; a labelled panel row has no picker yet, so the
+ * field is honestly locked here instead of offering a text input that would
+ * store whatever display name the user typed.
+ */
+const PANEL_CONTROLS: ReadonlySet<CrmAttributeControl> = new Set([
+  "text",
+  "number",
+  "checkbox",
+  "date",
+  "datetime",
+  "options",
+  "rating",
+]);
+
+export type FieldLockReason =
+  | "archived"
+  | "read-only"
+  | "redacted"
+  | "provider-owned"
+  | "derived"
+  | "unsupported-type";
+
+export type FieldEditability =
+  | { editable: true }
+  | { editable: false; reason: FieldLockReason };
+
+/**
+ * Mirrors what `update-crm-record` will actually accept for `target: "local"`.
+ * Offering an editor the action would reject is the same class of lie as a
+ * success-shaped failure.
+ */
+export function fieldEditability(
+  attribute: Pick<
+    CrmAttributeDefinition,
+    "attributeType" | "archived" | "storagePolicy" | "updateable"
+  >,
+): FieldEditability {
+  if (attribute.archived) return { editable: false, reason: "archived" };
+  if (attribute.storagePolicy === "redacted")
+    return { editable: false, reason: "redacted" };
+  if (!attribute.updateable) return { editable: false, reason: "read-only" };
+  if (attribute.storagePolicy === "derived-local")
+    return { editable: false, reason: "derived" };
+  if (attribute.storagePolicy !== "local-authoritative")
+    return { editable: false, reason: "provider-owned" };
+  if (
+    !PANEL_CONTROLS.has(ATTRIBUTE_VALUE_SPECS[attribute.attributeType].control)
+  )
+    return { editable: false, reason: "unsupported-type" };
+  return { editable: true };
+}
+
+// ---------------------------------------------------------------------------
+// Display
+// ---------------------------------------------------------------------------
+
+export type FieldDisplay =
+  | { kind: "empty" }
+  | { kind: "boolean"; value: boolean }
+  | { kind: "text"; text: string }
+  | { kind: "tokens"; tokens: Array<{ label: string; color?: string }> }
+  | { kind: "structured"; text: string };
+
+const STRUCTURED_PREVIEW_LIMIT = 200;
+
+/**
+ * The panel's own display union. Which chips a value produces, how a currency
+ * or a timestamp reads, and which option a value resolves to all come from the
+ * shared registry — only the union the panel renders against lives here.
+ */
+export function formatFieldValue(
+  attribute: Pick<
+    CrmAttributeDefinition,
+    "attributeType" | "multi" | "options" | "config"
+  >,
+  value: CrmValue | undefined,
+): FieldDisplay {
+  if (value === undefined || value === null) return { kind: "empty" };
+
+  if (Array.isArray(value)) {
+    const tokens = valueTokens(attribute, value);
+    return tokens.length ? { kind: "tokens", tokens } : { kind: "empty" };
+  }
+
+  if (typeof value === "boolean") return { kind: "boolean", value };
+
+  if (typeof value === "object") {
+    const text = formatAttributeValue(attribute, value);
+    return {
+      kind: "structured",
+      text:
+        text.length > STRUCTURED_PREVIEW_LIMIT
+          ? `${text.slice(0, STRUCTURED_PREVIEW_LIMIT)}…`
+          : text,
+    };
+  }
+
+  if (value === "") return { kind: "empty" };
+  if (ATTRIBUTE_TYPE_SPECS[attribute.attributeType].usesOptions)
+    return { kind: "tokens", tokens: valueTokens(attribute, value) };
+  return { kind: "text", text: formatAttributeValue(attribute, value) };
+}
+
+// ---------------------------------------------------------------------------
+// Input parsing
+// ---------------------------------------------------------------------------
+
+export type FieldParseResult =
+  | { ok: true; value: CrmValue }
+  | {
+      ok: false;
+      code: "not-a-number" | "not-a-date" | "unknown-option" | "not-editable";
+    };
+
+/**
+ * Parse a raw editor value into the typed `CrmValue` the action expects.
+ * `multi` attributes take a comma-separated list.
+ *
+ * The editability gate runs first, so this panel never parses a field
+ * `update-crm-record` would refuse; everything past it is the shared parser.
+ *
+ * ponytail: comma-separated text for multi values instead of a token input —
+ * upgrade to a real token editor when a customer keeps commas inside a value.
+ */
+export function parseFieldInput(
+  attribute: Pick<
+    CrmAttributeDefinition,
+    | "attributeType"
+    | "multi"
+    | "options"
+    | "archived"
+    | "storagePolicy"
+    | "updateable"
+  >,
+  raw: string | boolean,
+): FieldParseResult {
+  if (!fieldEditability(attribute).editable)
+    return { ok: false, code: "not-editable" };
+  if (typeof raw === "boolean") return { ok: true, value: raw };
+
+  const parsed = parseAttributeValue(attribute, raw);
+  if (parsed.ok) return { ok: true, value: parsed.value };
+  // `read-only` cannot come back here — the gate above already refused those —
+  // but mapping it keeps a future registry change from turning into a wrong
+  // "invalid number" message.
+  return {
+    ok: false,
+    code: parsed.reason === "read-only" ? "not-editable" : parsed.reason,
+  };
+}
+
+/**
+ * A list attribute in the shape the field editors take. List attributes are
+ * local-authoritative on every backend by construction — `loadCrmListAttributes`
+ * refuses to return one that is not — so they carry no provider authority to
+ * check, and the summary the action returns simply omits those columns.
+ */
+export function entryAttributeAsEditable(
+  attribute: CrmRecordPageListAttribute,
+): Pick<
+  CrmAttributeDefinition,
+  | "apiSlug"
+  | "label"
+  | "attributeType"
+  | "multi"
+  | "options"
+  | "config"
+  | "archived"
+  | "storagePolicy"
+  | "updateable"
+  | "required"
+> {
+  return {
+    apiSlug: attribute.apiSlug,
+    label: attribute.label,
+    attributeType: attribute.attributeType,
+    multi: attribute.multi,
+    options: attribute.options,
+    config: {},
+    archived: false,
+    storagePolicy: "local-authoritative",
+    updateable: true,
+    required: attribute.required,
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Highlights
+// ---------------------------------------------------------------------------
+
+/**
+ * Curated highlight order per object `kind`. An attribute this app's schema
+ * does not declare for that kind (e.g. `people` has no `name`) is simply
+ * skipped by `splitHighlights`, which is how "name, or firstName+lastName
+ * when there is no name" falls out of one flat list instead of a branch.
+ */
+const HIGHLIGHT_ORDER: Record<string, readonly string[]> = {
+  account: ["name", "domain", "industry", "ownerName", "nextContactAt"],
+  person: [
+    "name",
+    "firstName",
+    "lastName",
+    "email",
+    "title",
+    "accountId",
+    "ownerName",
+  ],
+  opportunity: ["name", "amount", "stage", "closeDate", "ownerName"],
+};
+
+function hasHighlightValue(value: CrmValue | undefined): boolean {
+  if (value === undefined || value === null || value === "") return false;
+  return !Array.isArray(value) || value.length > 0;
+}
+
+/**
+ * Highlights are a curated order for `account`/`person`/`opportunity`, and the
+ * plain position order for `custom` or any other kind. There is no pinned
+ * column on `crm_field_policies`, and inventing one here would be a schema
+ * change in a table another slice owns — reordering the attribute is how a
+ * user pins one today.
+ *
+ * A curated slot the schema does not declare is skipped, and leftover slots
+ * backfill from position order, preferring an attribute that already carries
+ * a value — otherwise a schema with a short curated list would fill its
+ * remaining slots with guaranteed-empty attributes, reproducing the "mostly
+ * Empty" bug this replaces.
+ */
+export function splitHighlights<
+  T extends { apiSlug: string; position: number },
+>(
+  attributes: T[],
+  options: {
+    kind?: string;
+    values?: Record<string, CrmValue>;
+    max?: number;
+  } = {},
+): { highlights: T[]; rest: T[] } {
+  const { kind = "custom", values = {}, max = MAX_HIGHLIGHTS } = options;
+  const ordered = [...attributes].sort((a, b) => a.position - b.position);
+  const curated = HIGHLIGHT_ORDER[kind];
+  if (!curated) {
+    return { highlights: ordered.slice(0, max), rest: ordered.slice(max) };
+  }
+
+  const byApiSlug = new Map(
+    ordered.map((attribute) => [attribute.apiSlug, attribute]),
+  );
+  const picked: T[] = [];
+  const pickedSlugs = new Set<string>();
+  for (const slug of curated) {
+    if (picked.length >= max) break;
+    const attribute = byApiSlug.get(slug);
+    if (!attribute) continue;
+    picked.push(attribute);
+    pickedSlugs.add(slug);
+  }
+  if (picked.length < max) {
+    const filler = ordered
+      .filter((attribute) => !pickedSlugs.has(attribute.apiSlug))
+      .sort((a, b) => {
+        const byValue =
+          Number(hasHighlightValue(values[b.apiSlug])) -
+          Number(hasHighlightValue(values[a.apiSlug]));
+        return byValue !== 0 ? byValue : a.position - b.position;
+      });
+    for (const attribute of filler) {
+      if (picked.length >= max) break;
+      picked.push(attribute);
+      pickedSlugs.add(attribute.apiSlug);
+    }
+  }
+  return {
+    highlights: picked,
+    rest: ordered.filter((attribute) => !pickedSlugs.has(attribute.apiSlug)),
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Duplicate attributes
+// ---------------------------------------------------------------------------
+
+function sameCrmValue(a: CrmValue, b: CrmValue | undefined): boolean {
+  if (a === b) return true;
+  if (a === null || b === null || b === undefined) return false;
+  if (typeof a === "object" || typeof b === "object") {
+    return JSON.stringify(a) === JSON.stringify(b);
+  }
+  return false;
+}
+
+/**
+ * `displayName` duplicates `name` when the native adapter minted both from
+ * the same write (`server/crm/native-adapter.ts` has stopped minting
+ * `displayName` going forward, but existing rows still carry both). Suppress
+ * only when `name` has a real value equal to `displayName` — an absent or
+ * cleared `name` must not read the same as a suppressed duplicate, so
+ * `displayName` keeps showing.
+ */
+export function isSuppressedDuplicateAttribute(
+  apiSlug: string,
+  values: Record<string, CrmValue>,
+): boolean {
+  if (apiSlug !== "displayName") return false;
+  const name = values.name;
+  if (!name) return false;
+  return sameCrmValue(name, values.displayName);
+}
+
+/** Drop attributes the panel should not render twice — see above. */
+export function withoutSuppressedDuplicates<T extends { apiSlug: string }>(
+  attributes: T[],
+  values: Record<string, CrmValue>,
+): T[] {
+  return attributes.filter(
+    (attribute) => !isSuppressedDuplicateAttribute(attribute.apiSlug, values),
+  );
+}
+
+// ---------------------------------------------------------------------------
+// History
+// ---------------------------------------------------------------------------
+
+export interface FieldHistoryChange {
+  id: string;
+  value: CrmValue;
+  activeFrom: string;
+  activeUntil: string | null;
+  current: boolean;
+  actorType: string;
+  actorId: string | null;
+}
+
+export interface FieldHistoryResponse {
+  recordId: string;
+  entryId: string | null;
+  apiSlug: string;
+  label: string;
+  attributeType: CrmAttributeType;
+  multi: boolean;
+  historyTracked: boolean;
+  changes: FieldHistoryChange[];
+}
+
+export interface FieldHistoryTransition {
+  id: string;
+  from: CrmValue | undefined;
+  to: CrmValue;
+  at: string;
+  actorType: string;
+  actorId: string | null;
+}
+
+/**
+ * Turn the newest-first rows into "from → to" transitions. The oldest row has
+ * no predecessor, so its `from` is `undefined` — deliberately not `null`, which
+ * is a real stored value meaning the field was cleared.
+ */
+export function historyTransitions(
+  changes: FieldHistoryChange[],
+): FieldHistoryTransition[] {
+  return changes.map((change, index) => {
+    const previous = changes[index + 1];
+    return {
+      id: change.id,
+      from: previous ? previous.value : undefined,
+      to: change.value,
+      at: change.activeFrom,
+      actorType: change.actorType,
+      actorId: change.actorId,
+    };
+  });
+}
+
+// ---------------------------------------------------------------------------
+// Activity
+// ---------------------------------------------------------------------------
+
+export interface CrmActivityItem {
+  id: string;
+  title: string;
+  summary?: string;
+  occurredAt?: string;
+  actor?: string;
+}
+
+/**
+ * Nothing in this app writes `crm_interactions` yet, so an empty Activity tab
+ * means "we are not ingesting" and never "nothing happened". The UI must print
+ * that difference instead of an ambiguous "No activity".
+ */
+export type ActivityState =
+  | { kind: "not-ingested" }
+  | { kind: "items"; items: CrmActivityItem[] };
+
+export function resolveActivityState(
+  items: CrmActivityItem[] | undefined,
+): ActivityState {
+  return items && items.length
+    ? { kind: "items", items }
+    : { kind: "not-ingested" };
+}
+
+// ---------------------------------------------------------------------------
+// Optimistic value edits
+// ---------------------------------------------------------------------------
+
+export interface OptimisticFieldEdit {
+  apiSlug: string;
+  previousValue: CrmValue | undefined;
+  previousMeta: CrmRecordPageValueMeta | undefined;
+}
+
+/**
+ * Apply an edit to a cached page and hand back what is needed to undo it. The
+ * caller restores with `rollbackFieldValue` when the action rejects, so a
+ * failed write never leaves the panel showing a value the server does not have.
+ */
+export function applyFieldValue(
+  page: CrmRecordPage,
+  apiSlug: string,
+  value: CrmValue,
+  meta: CrmRecordPageValueMeta,
+): { page: CrmRecordPage; edit: OptimisticFieldEdit } {
+  return {
+    page: {
+      ...page,
+      values: { ...page.values, [apiSlug]: value },
+      valueMeta: { ...page.valueMeta, [apiSlug]: meta },
+    },
+    edit: {
+      apiSlug,
+      previousValue: page.values[apiSlug],
+      previousMeta: page.valueMeta[apiSlug],
+    },
+  };
+}
+
+export function rollbackFieldValue(
+  page: CrmRecordPage,
+  edit: OptimisticFieldEdit,
+): CrmRecordPage {
+  const values = { ...page.values };
+  const valueMeta = { ...page.valueMeta };
+  if (edit.previousValue === undefined) delete values[edit.apiSlug];
+  else values[edit.apiSlug] = edit.previousValue;
+  if (edit.previousMeta === undefined) delete valueMeta[edit.apiSlug];
+  else valueMeta[edit.apiSlug] = edit.previousMeta;
+  return { ...page, values, valueMeta };
+}
+
+export function applyEntryValue(
+  page: CrmRecordPage,
+  entryId: string,
+  apiSlug: string,
+  value: CrmValue,
+): { page: CrmRecordPage; previousValue: CrmValue | undefined } {
+  let previousValue: CrmValue | undefined;
+  const lists = page.lists.map((list) => ({
+    ...list,
+    entries: list.entries.map((entry) => {
+      if (entry.id !== entryId) return entry;
+      previousValue = entry.values[apiSlug];
+      return { ...entry, values: { ...entry.values, [apiSlug]: value } };
+    }),
+  }));
+  return { page: { ...page, lists }, previousValue };
+}
+
+export function rollbackEntryValue(
+  page: CrmRecordPage,
+  entryId: string,
+  apiSlug: string,
+  previousValue: CrmValue | undefined,
+): CrmRecordPage {
+  return {
+    ...page,
+    lists: page.lists.map((list) => ({
+      ...list,
+      entries: list.entries.map((entry) => {
+        if (entry.id !== entryId) return entry;
+        const values = { ...entry.values };
+        if (previousValue === undefined) delete values[apiSlug];
+        else values[apiSlug] = previousValue;
+        return { ...entry, values };
+      }),
+    })),
+  };
+}
+
+// ---------------------------------------------------------------------------
+// Tabs
+// ---------------------------------------------------------------------------
+
+export const RECORD_TABS = ["activity", "notes", "tasks", "related"] as const;
+
+export type RecordTab = (typeof RECORD_TABS)[number];
+
+export function isRecordTab(value: unknown): value is RecordTab {
+  return (
+    typeof value === "string" &&
+    (RECORD_TABS as readonly string[]).includes(value)
+  );
+}

package/corpus/templates/crm/app/components/crm/settings/AdvancedSettings.tsx

@@ -0,0 +1,49 @@
+import { useT } from "@agent-native/core/client/i18n";
+import { IconDatabaseCog, IconRefresh } from "@tabler/icons-react";
+import { Link } from "react-router";
+
+import { Button } from "@/components/ui/button";
+
+/**
+ * The irreversible-looking corner of CRM settings. It is deliberately thin:
+ * CRM has no delete path. Archiving an attribute, an option, or a list keeps
+ * every stored value, which is the one thing worth stating here.
+ */
+export function AdvancedSettings() {
+  const t = useT();
+  return (
+    <div className="mx-auto w-full max-w-2xl">
+      <h1 className="text-xl font-semibold tracking-tight">
+        {t("advanced.title")}
+      </h1>
+      <p className="mt-1 text-sm leading-6 text-muted-foreground">
+        {t("advanced.description")}
+      </p>
+
+      <div className="mt-6 grid gap-3">
+        <section className="flex flex-wrap items-center gap-4 rounded-lg border border-border/70 bg-card px-4 py-3.5">
+          <IconRefresh className="size-4 shrink-0 text-muted-foreground" />
+          <div className="min-w-0 flex-1">
+            <p className="text-sm font-medium">{t("advanced.reconfigure")}</p>
+            <p className="mt-1 text-xs leading-5 text-muted-foreground">
+              {t("advanced.reconfigureHelp")}
+            </p>
+          </div>
+          <Button asChild variant="outline" size="sm">
+            <Link to="/setup">{t("advanced.openSetup")}</Link>
+          </Button>
+        </section>
+
+        <section className="flex flex-wrap items-center gap-4 rounded-lg border border-border/70 bg-card px-4 py-3.5">
+          <IconDatabaseCog className="size-4 shrink-0 text-muted-foreground" />
+          <div className="min-w-0 flex-1">
+            <p className="text-sm font-medium">{t("advanced.retention")}</p>
+            <p className="mt-1 text-xs leading-5 text-muted-foreground">
+              {t("advanced.retentionHelp")}
+            </p>
+          </div>
+        </section>
+      </div>
+    </div>
+  );
+}