@agent-native/core 0.122.4 → 0.123.1

package/corpus/templates/crm/server/crm/crm-mirror.ts

@@ -0,0 +1,721 @@
+import { assertAccess, accessFilter } from "@agent-native/core/sharing";
+import { and, eq, inArray } from "drizzle-orm";
+
+import type {
+  CrmAdapter,
+  CrmFieldDefinition,
+  CrmFieldStoragePolicy,
+  CrmObjectDefinition,
+  CrmRecord,
+  CrmSyncScope,
+  CrmValue,
+} from "../../shared/crm-contract.js";
+import { getDb, schema } from "../db/index.js";
+import { crmAttributeColumnsFor } from "./field-policy-attributes.js";
+
+export const CORE_HUBSPOT_OBJECTS = ["companies", "contacts", "deals"] as const;
+export const CORE_SALESFORCE_OBJECTS = [
+  "Account",
+  "Contact",
+  "Opportunity",
+] as const;
+export const MAX_SYNC_PAGE_SIZE = 50;
+export const MAX_SYNC_PAGES = 5;
+
+const DEFAULT_FIELDS: Record<string, string[]> = {
+  companies: ["name", "domain", "industry", "city", "state", "country"],
+  contacts: ["firstname", "lastname", "email", "jobtitle", "company"],
+  deals: ["dealname", "amount", "dealstage", "pipeline", "closedate"],
+  Account: [
+    "Name",
+    "Website",
+    "Industry",
+    "BillingCity",
+    "BillingState",
+    "BillingCountry",
+    "OwnerId",
+  ],
+  Contact: ["FirstName", "LastName", "Email", "Title", "AccountId", "OwnerId"],
+  Opportunity: [
+    "Name",
+    "Amount",
+    "StageName",
+    "CloseDate",
+    "AccountId",
+    "OwnerId",
+    "Type",
+  ],
+};
+
+const BINARY_OR_TRANSCRIPT_FIELD =
+  /(?:attachment|audio|base64|binary|file|image|media|recording|transcript|video)/i;
+
+const CADENCE_FIELDS: CrmFieldDefinition[] = [
+  {
+    name: "desiredCadenceDays",
+    label: "Desired cadence days",
+    valueType: "number",
+    attributeType: "number",
+    storagePolicy: "local-authoritative",
+    sensitive: false,
+    readable: true,
+    createable: false,
+    updateable: true,
+    required: false,
+  },
+  {
+    name: "lastMeaningfulInteractionAt",
+    label: "Last meaningful interaction",
+    valueType: "datetime",
+    attributeType: "timestamp",
+    storagePolicy: "derived-local",
+    sensitive: false,
+    readable: true,
+    createable: false,
+    updateable: false,
+    required: false,
+  },
+  {
+    name: "nextContactAt",
+    label: "Next contact",
+    valueType: "datetime",
+    attributeType: "timestamp",
+    storagePolicy: "derived-local",
+    sensitive: false,
+    readable: true,
+    createable: false,
+    updateable: false,
+    required: false,
+  },
+];
+
+type Ownership = {
+  ownerEmail: string;
+  orgId: string | null;
+  visibility: "private" | "org";
+};
+
+export type MirrorSyncInput = {
+  connectionId: string;
+  objectType: string;
+  scope: CrmSyncScope;
+  fieldAllowList?: string[];
+  allowCustomObject?: boolean;
+  cursor?: string;
+  pageSize?: number;
+  maxPages?: number;
+  ownership: Ownership;
+  adapter: CrmAdapter;
+};
+
+export function isCustomHubSpotObject(objectType: string): boolean {
+  return !CORE_HUBSPOT_OBJECTS.includes(
+    objectType as (typeof CORE_HUBSPOT_OBJECTS)[number],
+  );
+}
+
+export function resolveMirrorFields(input: {
+  object: CrmObjectDefinition;
+  requested: string[] | undefined;
+  allowCustomObject: boolean | undefined;
+}): string[] {
+  const available = new Map(
+    input.object.fields
+      .filter((field) => field.readable)
+      .map((field) => [field.name, field]),
+  );
+  const custom = input.object.custom;
+  const requested =
+    input.requested?.map((field) => field.trim()).filter(Boolean) ?? [];
+  if (custom && (!input.allowCustomObject || requested.length === 0)) {
+    throw new Error(
+      "Custom CRM objects require allowCustomObject and an explicit field allow-list.",
+    );
+  }
+  const candidates = requested.length
+    ? requested
+    : (DEFAULT_FIELDS[input.object.objectType] ?? []);
+  return Array.from(new Set(candidates)).filter((fieldName) => {
+    const field = available.get(fieldName);
+    return Boolean(
+      field && !field.sensitive && !BINARY_OR_TRANSCRIPT_FIELD.test(fieldName),
+    );
+  });
+}
+
+export function storagePolicyFor(
+  field: CrmFieldDefinition,
+  mirrored: Set<string>,
+): CrmFieldStoragePolicy {
+  if (field.sensitive) return "redacted";
+  return mirrored.has(field.name) ? "mirrored" : "remote-only";
+}
+
+export function fieldsForPolicyDiscovery(object: CrmObjectDefinition) {
+  if (object.kind !== "account" && object.kind !== "person") {
+    return object.fields;
+  }
+  return [...object.fields, ...CADENCE_FIELDS];
+}
+
+function hasBase64Shape(value: string): boolean {
+  return (
+    value.length > 256 &&
+    /^[A-Za-z0-9+/=\s]+$/.test(value) &&
+    value.replace(/\s/g, "").length % 4 === 0
+  );
+}
+
+export function safeMirroredValue(value: CrmValue, depth = 0): CrmValue | null {
+  if (value === null || typeof value === "boolean" || typeof value === "number")
+    return value;
+  if (typeof value === "string") {
+    if (
+      value.length > 2_000 ||
+      value.trimStart().startsWith("data:") ||
+      hasBase64Shape(value)
+    )
+      return null;
+    return value;
+  }
+  if (depth >= 3 || !Array.isArray(value) || value.length > 40) return null;
+  const values = value.map((item) => safeMirroredValue(item, depth + 1));
+  return values.every((item) => item !== null) ? (values as CrmValue) : null;
+}
+
+function fieldColumns(value: CrmValue) {
+  if (typeof value === "string")
+    return {
+      stringValue: value,
+      numberValue: null,
+      booleanValue: null,
+      jsonValue: null,
+    };
+  if (typeof value === "number")
+    return {
+      stringValue: null,
+      numberValue: value,
+      booleanValue: null,
+      jsonValue: null,
+    };
+  if (typeof value === "boolean")
+    return {
+      stringValue: null,
+      numberValue: null,
+      booleanValue: value,
+      jsonValue: null,
+    };
+  if (value === null)
+    return {
+      stringValue: null,
+      numberValue: null,
+      booleanValue: null,
+      jsonValue: null,
+    };
+  const jsonValue = JSON.stringify(value);
+  if (jsonValue.length > 8_000)
+    throw new Error("Mirrored field value exceeds the 8,000-character limit.");
+  return {
+    stringValue: null,
+    numberValue: null,
+    booleanValue: null,
+    jsonValue,
+  };
+}
+
+export function crmRecordIdentityColumns(record: CrmRecord) {
+  return {
+    provider: record.ref.provider,
+    objectType: record.ref.objectType,
+    kind: record.ref.kind,
+  };
+}
+
+export function crmRecordSummaryColumns(record: CrmRecord) {
+  const fields = record.fields;
+  const string = (...names: string[]) => {
+    for (const name of names) {
+      if (typeof fields[name] === "string") return fields[name];
+    }
+    return null;
+  };
+  const numeric = (...names: string[]) => {
+    for (const name of names) {
+      const value = fields[name];
+      if (typeof value === "number") return value;
+      if (typeof value === "string" && /^-?\d+(\.\d+)?$/.test(value))
+        return Number(value);
+    }
+    return null;
+  };
+  return {
+    displayName: record.displayName.slice(0, 500),
+    primaryEmail: string("email", "Email"),
+    domain: string("domain", "Website"),
+    stage: string("dealstage", "StageName"),
+    pipelineId: string("pipeline", "RecordTypeId"),
+    ownerRemoteId: string("hubspot_owner_id", "OwnerId"),
+    amount: numeric("amount", "Amount"),
+    closeDate: string("closedate", "CloseDate"),
+    remoteRevision: record.remoteRevision ?? null,
+    remoteUpdatedAt: record.remoteUpdatedAt ?? null,
+    lastSyncedAt: new Date().toISOString(),
+    accessScopeKey: record.accessScope.key.slice(0, 500),
+    accessScopeJson: JSON.stringify(record.accessScope).slice(0, 8_000),
+    tombstone: record.deleted,
+    updatedAt: new Date().toISOString(),
+  };
+}
+
+async function persistSchema(input: {
+  connectionId: string;
+  object: CrmObjectDefinition;
+  mirrored: Set<string>;
+  ownership: Ownership;
+  capabilities: CrmAdapter["capabilities"];
+}): Promise<Map<string, string>> {
+  const db = getDb();
+  const [existingObject] = await db
+    .select({ id: schema.crmObjects.id })
+    .from(schema.crmObjects)
+    .where(
+      and(
+        eq(schema.crmObjects.connectionId, input.connectionId),
+        eq(schema.crmObjects.objectType, input.object.objectType),
+        accessFilter(schema.crmObjects, schema.crmObjectShares),
+      ),
+    )
+    .limit(1);
+  const now = new Date().toISOString();
+  const objectValues = {
+    provider: input.object.provider,
+    objectType: input.object.objectType,
+    kind: input.object.kind,
+    label: input.object.label.slice(0, 500),
+    pluralLabel: input.object.pluralLabel.slice(0, 500),
+    custom: input.object.custom,
+    queryable: input.object.queryable,
+    searchable: input.object.searchable,
+    createable: input.object.createable,
+    updateable: input.object.updateable,
+    deleteable: input.object.deleteable,
+    capabilitiesJson: JSON.stringify(input.capabilities).slice(0, 4_000),
+    updatedAt: now,
+  };
+  if (existingObject) {
+    await assertAccess("crm-object", existingObject.id, "editor");
+    await db
+      .update(schema.crmObjects)
+      .set(objectValues)
+      .where(
+        and(
+          eq(schema.crmObjects.id, existingObject.id),
+          accessFilter(
+            schema.crmObjects,
+            schema.crmObjectShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      );
+  } else {
+    await db.insert(schema.crmObjects).values({
+      id: crypto.randomUUID(),
+      connectionId: input.connectionId,
+      ...objectValues,
+      ...input.ownership,
+      createdAt: now,
+    });
+  }
+
+  const existingPolicies = await db
+    .select({
+      id: schema.crmFieldPolicies.id,
+      fieldName: schema.crmFieldPolicies.fieldName,
+      storagePolicy: schema.crmFieldPolicies.storagePolicy,
+    })
+    .from(schema.crmFieldPolicies)
+    .where(
+      and(
+        eq(schema.crmFieldPolicies.connectionId, input.connectionId),
+        eq(schema.crmFieldPolicies.objectType, input.object.objectType),
+        accessFilter(schema.crmFieldPolicies, schema.crmFieldPolicyShares),
+      ),
+    );
+  const byName = new Map(
+    existingPolicies.map((policy) => [policy.fieldName, policy]),
+  );
+  const policyIds = new Map(
+    existingPolicies.map((policy) => [policy.fieldName, policy.id]),
+  );
+  for (const field of fieldsForPolicyDiscovery(input.object)) {
+    const existing = byName.get(field.name);
+    const discoveredPolicy =
+      field.storagePolicy === "local-authoritative" ||
+      field.storagePolicy === "derived-local"
+        ? field.storagePolicy
+        : storagePolicyFor(field, input.mirrored);
+    const storagePolicy =
+      existing?.storagePolicy === "local-authoritative"
+        ? "local-authoritative"
+        : discoveredPolicy;
+    const values = {
+      label: field.label.slice(0, 500),
+      valueType: field.valueType,
+      storagePolicy,
+      sensitive: field.sensitive,
+      readable: field.readable,
+      createable: field.createable,
+      updateable: field.updateable,
+      required: field.required,
+      metadataJson: JSON.stringify({
+        options: field.options,
+        referencedObjectType: field.referencedObjectType,
+      }).slice(0, 8_000),
+      // `authority` is derived from `storagePolicy` above, not discovered
+      // separately, so a local-authoritative override survives the same way
+      // storagePolicy's own override does. Fields without a declared
+      // `attributeType` (every provider-discovered field HubSpot/Salesforce
+      // don't map yet) fall back to `text`, matching the column default.
+      ...crmAttributeColumnsFor(field, storagePolicy),
+      updatedAt: now,
+    };
+    if (existing) {
+      await assertAccess("crm-field-policy", existing.id, "editor");
+      await db
+        .update(schema.crmFieldPolicies)
+        .set(values)
+        .where(
+          and(
+            eq(schema.crmFieldPolicies.id, existing.id),
+            accessFilter(
+              schema.crmFieldPolicies,
+              schema.crmFieldPolicyShares,
+              undefined,
+              "editor",
+            ),
+          ),
+        );
+    } else {
+      const id = crypto.randomUUID();
+      await db.insert(schema.crmFieldPolicies).values({
+        id,
+        connectionId: input.connectionId,
+        objectType: input.object.objectType,
+        fieldName: field.name,
+        ...values,
+        ...input.ownership,
+        createdAt: now,
+      });
+      policyIds.set(field.name, id);
+    }
+  }
+  return policyIds;
+}
+
+async function persistPage(input: {
+  connectionId: string;
+  provider: string;
+  objectType: string;
+  page: Awaited<ReturnType<CrmAdapter["syncPage"]>>;
+  fields: Map<string, CrmFieldDefinition>;
+  fieldPolicyIds: Map<string, string>;
+  mirrored: Set<string>;
+  ownership: Ownership;
+}) {
+  const db = getDb();
+  const remoteIds = input.page.records.map((record) => record.ref.remoteId);
+  if (remoteIds.length === 0)
+    return { recordsUpserted: 0, tombstonesApplied: 0, rejectedFields: 0 };
+  return db.transaction(async (tx) => {
+    const existingRecords = await tx
+      .select({
+        id: schema.crmRecords.id,
+        remoteId: schema.crmRecords.remoteId,
+        ownerEmail: schema.crmRecords.ownerEmail,
+        orgId: schema.crmRecords.orgId,
+        visibility: schema.crmRecords.visibility,
+      })
+      .from(schema.crmRecords)
+      .where(
+        and(
+          eq(schema.crmRecords.connectionId, input.connectionId),
+          eq(schema.crmRecords.provider, input.provider),
+          eq(schema.crmRecords.objectType, input.objectType),
+          inArray(schema.crmRecords.remoteId, remoteIds),
+          accessFilter(schema.crmRecords, schema.crmRecordShares),
+        ),
+      );
+    const recordsByRemoteId = new Map(
+      existingRecords.map((record) => [record.remoteId, record]),
+    );
+    const recordIds = existingRecords.map((record) => record.id);
+    const existingFields = recordIds.length
+      ? await tx
+          .select({
+            id: schema.crmRecordFields.id,
+            recordId: schema.crmRecordFields.recordId,
+            fieldName: schema.crmRecordFields.fieldName,
+            storagePolicy: schema.crmRecordFields.storagePolicy,
+          })
+          .from(schema.crmRecordFields)
+          .where(
+            and(
+              inArray(schema.crmRecordFields.recordId, recordIds),
+              accessFilter(schema.crmRecordFields, schema.crmRecordFieldShares),
+            ),
+          )
+      : [];
+    const fieldsByRecord = new Map(
+      existingFields.map((field) => [
+        `${field.recordId}:${field.fieldName}`,
+        field,
+      ]),
+    );
+    let recordsUpserted = 0;
+    let tombstonesApplied = 0;
+    let rejectedFields = 0;
+    for (const remoteRecord of input.page.records) {
+      const existing = recordsByRemoteId.get(remoteRecord.ref.remoteId);
+      const values = crmRecordSummaryColumns(remoteRecord);
+      const identity = crmRecordIdentityColumns(remoteRecord);
+      const recordId = existing?.id ?? crypto.randomUUID();
+      const ownership = existing
+        ? {
+            ownerEmail: existing.ownerEmail,
+            orgId: existing.orgId,
+            visibility: existing.visibility,
+          }
+        : input.ownership;
+      if (existing) {
+        await tx
+          .update(schema.crmRecords)
+          .set({
+            ...values,
+            ...identity,
+          })
+          .where(
+            and(
+              eq(schema.crmRecords.id, existing.id),
+              accessFilter(
+                schema.crmRecords,
+                schema.crmRecordShares,
+                undefined,
+                "editor",
+              ),
+            ),
+          );
+      } else {
+        await tx.insert(schema.crmRecords).values({
+          id: recordId,
+          connectionId: input.connectionId,
+          ...identity,
+          remoteId: remoteRecord.ref.remoteId,
+          ...values,
+          ...ownership,
+          createdAt: new Date().toISOString(),
+        });
+      }
+      recordsUpserted += 1;
+      if (remoteRecord.deleted) tombstonesApplied += 1;
+      for (const [fieldName, rawValue] of Object.entries(remoteRecord.fields)) {
+        if (
+          !input.mirrored.has(fieldName) ||
+          BINARY_OR_TRANSCRIPT_FIELD.test(fieldName)
+        ) {
+          rejectedFields += 1;
+          continue;
+        }
+        const definition = input.fields.get(fieldName);
+        if (!definition || definition.sensitive) {
+          rejectedFields += 1;
+          continue;
+        }
+        const value = safeMirroredValue(rawValue);
+        if (value === null && rawValue !== null) {
+          rejectedFields += 1;
+          continue;
+        }
+        const provenance = remoteRecord.provenance.filter(
+          (item) => item.fieldName === fieldName,
+        );
+        const fieldValues = {
+          fieldPolicyId: input.fieldPolicyIds.get(fieldName) ?? null,
+          valueType: definition.valueType,
+          storagePolicy: "mirrored" as const,
+          ...fieldColumns(value),
+          provenanceJson: JSON.stringify(provenance).slice(0, 4_000),
+          accessScopeKey: remoteRecord.accessScope.key.slice(0, 500),
+          accessScopeJson: JSON.stringify(remoteRecord.accessScope).slice(
+            0,
+            8_000,
+          ),
+          remoteRevision: remoteRecord.remoteRevision ?? null,
+          updatedAt: new Date().toISOString(),
+        };
+        const existingField = fieldsByRecord.get(`${recordId}:${fieldName}`);
+        if (existingField?.storagePolicy === "local-authoritative") continue;
+        if (existingField) {
+          await tx
+            .update(schema.crmRecordFields)
+            .set(fieldValues)
+            .where(
+              and(
+                eq(schema.crmRecordFields.id, existingField.id),
+                accessFilter(
+                  schema.crmRecordFields,
+                  schema.crmRecordFieldShares,
+                  undefined,
+                  "editor",
+                ),
+              ),
+            );
+        } else {
+          await tx.insert(schema.crmRecordFields).values({
+            id: crypto.randomUUID(),
+            recordId,
+            fieldName,
+            ...fieldValues,
+            ...ownership,
+            createdAt: new Date().toISOString(),
+          });
+        }
+      }
+    }
+    return { recordsUpserted, tombstonesApplied, rejectedFields };
+  });
+}
+
+export async function syncCrmMirror(input: MirrorSyncInput) {
+  const object = await input.adapter.describeObject(input.objectType);
+  const fields = resolveMirrorFields({
+    object,
+    requested: input.fieldAllowList,
+    allowCustomObject: input.allowCustomObject,
+  });
+  if (fields.length === 0)
+    throw new Error(
+      "No readable, safe fields are eligible for thin mirroring.",
+    );
+  const mirrored = new Set(fields);
+  const fieldPolicyIds = await persistSchema({
+    connectionId: input.connectionId,
+    object,
+    mirrored,
+    ownership: input.ownership,
+    capabilities: input.adapter.capabilities,
+  });
+  const db = getDb();
+  const startedAt = new Date().toISOString();
+  const syncRunId = crypto.randomUUID();
+  await db.insert(schema.crmSyncRuns).values({
+    id: syncRunId,
+    connectionId: input.connectionId,
+    status: "running",
+    scopeJson: JSON.stringify(input.scope).slice(0, 8_000),
+    cursor: input.cursor ?? null,
+    startedAt,
+    ...input.ownership,
+    createdAt: startedAt,
+    updatedAt: startedAt,
+  });
+  let cursor = input.cursor;
+  let complete = false;
+  let recordsUpserted = 0;
+  let tombstonesApplied = 0;
+  let rejectedFields = 0;
+  const pages = Math.min(input.maxPages ?? MAX_SYNC_PAGES, MAX_SYNC_PAGES);
+  const pageSize = Math.min(
+    input.pageSize ?? MAX_SYNC_PAGE_SIZE,
+    MAX_SYNC_PAGE_SIZE,
+  );
+  try {
+    for (let pageIndex = 0; pageIndex < pages; pageIndex += 1) {
+      const page = await input.adapter.syncPage({
+        scope: input.scope,
+        fieldAllowList: fields,
+        cursor,
+        limit: pageSize,
+      });
+      const result = await persistPage({
+        connectionId: input.connectionId,
+        provider: object.provider,
+        objectType: object.objectType,
+        page,
+        fields: new Map(object.fields.map((field) => [field.name, field])),
+        fieldPolicyIds,
+        mirrored,
+        ownership: input.ownership,
+      });
+      recordsUpserted += result.recordsUpserted;
+      tombstonesApplied += result.tombstonesApplied;
+      rejectedFields += result.rejectedFields;
+      cursor = page.nextCursor;
+      complete = page.complete;
+      if (complete || !cursor) break;
+    }
+    const status = complete ? "success" : "partial";
+    const completedAt = new Date().toISOString();
+    await db
+      .update(schema.crmSyncRuns)
+      .set({
+        status,
+        cursor: cursor ?? null,
+        recordsUpserted,
+        tombstonesApplied,
+        relationshipsUpserted: 0,
+        completedAt,
+        updatedAt: completedAt,
+      })
+      .where(
+        and(
+          eq(schema.crmSyncRuns.id, syncRunId),
+          accessFilter(
+            schema.crmSyncRuns,
+            schema.crmSyncRunShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      );
+    return {
+      syncRunId,
+      status,
+      cursor,
+      complete,
+      recordsUpserted,
+      tombstonesApplied,
+      relationshipsUpserted: 0,
+      rejectedFields,
+      fieldAllowList: fields,
+    };
+  } catch (error) {
+    const message =
+      error instanceof Error
+        ? error.message.slice(0, 1_000)
+        : "CRM sync failed.";
+    await db
+      .update(schema.crmSyncRuns)
+      .set({
+        status: "failed",
+        cursor: cursor ?? null,
+        recordsUpserted,
+        tombstonesApplied,
+        error: message,
+        completedAt: new Date().toISOString(),
+        updatedAt: new Date().toISOString(),
+      })
+      .where(
+        and(
+          eq(schema.crmSyncRuns.id, syncRunId),
+          accessFilter(
+            schema.crmSyncRuns,
+            schema.crmSyncRunShares,
+            undefined,
+            "editor",
+          ),
+        ),
+      );
+    throw error;
+  }
+}