@agent-native/core 0.123.0 → 0.123.1

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.
Files changed (263) hide show
  1. package/corpus/README.md +1 -1
  2. package/corpus/core/CHANGELOG.md +16 -0
  3. package/corpus/core/package.json +1 -1
  4. package/corpus/core/src/cli/templates-meta.ts +12 -0
  5. package/corpus/templates/crm/.agents/skills/agent-native-docs/SKILL.md +115 -0
  6. package/corpus/templates/crm/.agents/skills/agent-native-toolkit/SKILL.md +177 -0
  7. package/corpus/templates/crm/.agents/skills/crm/SKILL.md +205 -0
  8. package/corpus/templates/crm/.agents/skills/customizing-agent-native/SKILL.md +220 -0
  9. package/corpus/templates/crm/.agents/skills/feature-flags/SKILL.md +169 -0
  10. package/corpus/templates/crm/.agents/skills/sharing/SKILL.md +228 -0
  11. package/corpus/templates/crm/.agents/skills/storing-data/SKILL.md +178 -0
  12. package/corpus/templates/crm/.agents/skills/upgrade-agent-native/SKILL.md +122 -0
  13. package/corpus/templates/crm/.env.example +5 -0
  14. package/corpus/templates/crm/AGENTS.md +82 -0
  15. package/corpus/templates/crm/CHANGELOG.md +25 -0
  16. package/corpus/templates/crm/DEVELOPING.md +66 -0
  17. package/corpus/templates/crm/README.md +122 -0
  18. package/corpus/templates/crm/_gitignore +12 -0
  19. package/corpus/templates/crm/actions/_crm-action-utils.ts +98 -0
  20. package/corpus/templates/crm/actions/_crm-attribute-utils.ts +219 -0
  21. package/corpus/templates/crm/actions/_crm-dashboard.ts +69 -0
  22. package/corpus/templates/crm/actions/_crm-data-program-actions.ts +15 -0
  23. package/corpus/templates/crm/actions/_crm-list-utils.ts +775 -0
  24. package/corpus/templates/crm/actions/_crm-signal-utils.ts +79 -0
  25. package/corpus/templates/crm/actions/add-crm-record-to-list.ts +164 -0
  26. package/corpus/templates/crm/actions/apply-crm-proposals.ts +291 -0
  27. package/corpus/templates/crm/actions/archive-crm-attribute.ts +69 -0
  28. package/corpus/templates/crm/actions/attach-call-evidence.ts +170 -0
  29. package/corpus/templates/crm/actions/configure-crm-connection.ts +126 -0
  30. package/corpus/templates/crm/actions/configure-native-crm.ts +44 -0
  31. package/corpus/templates/crm/actions/create-crm-attribute.ts +350 -0
  32. package/corpus/templates/crm/actions/create-crm-list.ts +194 -0
  33. package/corpus/templates/crm/actions/create-crm-record.ts +148 -0
  34. package/corpus/templates/crm/actions/create-crm-signal-tracker.ts +58 -0
  35. package/corpus/templates/crm/actions/delete-crm-saved-view.ts +68 -0
  36. package/corpus/templates/crm/actions/delete-staged-dataset.ts +14 -0
  37. package/corpus/templates/crm/actions/estimate-crm-enrichment.ts +229 -0
  38. package/corpus/templates/crm/actions/find-crm-duplicates.ts +87 -0
  39. package/corpus/templates/crm/actions/get-crm-automation-recipe.ts +36 -0
  40. package/corpus/templates/crm/actions/get-crm-dashboard-panel.ts +35 -0
  41. package/corpus/templates/crm/actions/get-crm-dashboard.ts +14 -0
  42. package/corpus/templates/crm/actions/get-crm-overview.ts +13 -0
  43. package/corpus/templates/crm/actions/get-crm-pipeline-data.ts +61 -0
  44. package/corpus/templates/crm/actions/get-crm-record-page.ts +287 -0
  45. package/corpus/templates/crm/actions/get-crm-record.ts +75 -0
  46. package/corpus/templates/crm/actions/get-crm-workspace.ts +364 -0
  47. package/corpus/templates/crm/actions/install-crm-pipeline-dashboard.ts +81 -0
  48. package/corpus/templates/crm/actions/list-crm-attributes.ts +71 -0
  49. package/corpus/templates/crm/actions/list-crm-connections.ts +68 -0
  50. package/corpus/templates/crm/actions/list-crm-dashboard-revisions.ts +15 -0
  51. package/corpus/templates/crm/actions/list-crm-dashboards.ts +15 -0
  52. package/corpus/templates/crm/actions/list-crm-enrichment-slots.ts +28 -0
  53. package/corpus/templates/crm/actions/list-crm-list-entries.ts +192 -0
  54. package/corpus/templates/crm/actions/list-crm-lists.ts +80 -0
  55. package/corpus/templates/crm/actions/list-crm-proposals.ts +55 -0
  56. package/corpus/templates/crm/actions/list-crm-record-field-history.ts +201 -0
  57. package/corpus/templates/crm/actions/list-crm-record-values.ts +200 -0
  58. package/corpus/templates/crm/actions/list-crm-records.ts +103 -0
  59. package/corpus/templates/crm/actions/list-crm-saved-views.ts +66 -0
  60. package/corpus/templates/crm/actions/list-crm-signal-hits.ts +43 -0
  61. package/corpus/templates/crm/actions/list-crm-signal-trackers.ts +32 -0
  62. package/corpus/templates/crm/actions/list-crm-tasks.ts +22 -0
  63. package/corpus/templates/crm/actions/list-staged-datasets.ts +14 -0
  64. package/corpus/templates/crm/actions/list-workspace-connections.ts +47 -0
  65. package/corpus/templates/crm/actions/manage-crm-attribute-option.ts +272 -0
  66. package/corpus/templates/crm/actions/manage-crm-signal-tracker.ts +87 -0
  67. package/corpus/templates/crm/actions/manage-crm-task.ts +132 -0
  68. package/corpus/templates/crm/actions/merge-crm-records.ts +691 -0
  69. package/corpus/templates/crm/actions/navigate.ts +54 -0
  70. package/corpus/templates/crm/actions/provider-api-catalog.ts +22 -0
  71. package/corpus/templates/crm/actions/provider-api-docs.ts +54 -0
  72. package/corpus/templates/crm/actions/provider-api-request.ts +92 -0
  73. package/corpus/templates/crm/actions/query-staged-dataset.ts +44 -0
  74. package/corpus/templates/crm/actions/record-crm-call-insight.ts +160 -0
  75. package/corpus/templates/crm/actions/record-crm-smart-signal.ts +150 -0
  76. package/corpus/templates/crm/actions/remove-crm-list-entry.ts +79 -0
  77. package/corpus/templates/crm/actions/restore-crm-dashboard-revision.ts +23 -0
  78. package/corpus/templates/crm/actions/review-crm-signal.ts +31 -0
  79. package/corpus/templates/crm/actions/run-crm-attribute-fill.ts +443 -0
  80. package/corpus/templates/crm/actions/run-crm-enrichment.ts +647 -0
  81. package/corpus/templates/crm/actions/run-crm-saved-view-program.ts +103 -0
  82. package/corpus/templates/crm/actions/run-crm-signal-trackers.ts +265 -0
  83. package/corpus/templates/crm/actions/run.ts +7 -0
  84. package/corpus/templates/crm/actions/save-crm-dashboard.ts +51 -0
  85. package/corpus/templates/crm/actions/save-crm-saved-view.ts +296 -0
  86. package/corpus/templates/crm/actions/sync-crm.ts +146 -0
  87. package/corpus/templates/crm/actions/update-crm-attribute.ts +111 -0
  88. package/corpus/templates/crm/actions/update-crm-list-entry.ts +102 -0
  89. package/corpus/templates/crm/actions/update-crm-list.ts +97 -0
  90. package/corpus/templates/crm/actions/update-crm-record.ts +543 -0
  91. package/corpus/templates/crm/actions/view-screen.ts +324 -0
  92. package/corpus/templates/crm/agent-native.app-skill.json +69 -0
  93. package/corpus/templates/crm/app/components/crm/CreateCrmRecordDialog.tsx +158 -0
  94. package/corpus/templates/crm/app/components/crm/CrmDashboardPanel.tsx +78 -0
  95. package/corpus/templates/crm/app/components/crm/CrmSignalsPanel.tsx +220 -0
  96. package/corpus/templates/crm/app/components/crm/IntelligenceSettings.tsx +414 -0
  97. package/corpus/templates/crm/app/components/crm/RecordActions.tsx +648 -0
  98. package/corpus/templates/crm/app/components/crm/RecordGrid.tsx +488 -0
  99. package/corpus/templates/crm/app/components/crm/RecordWorkspace.tsx +232 -0
  100. package/corpus/templates/crm/app/components/crm/SavedViewDataProgram.tsx +93 -0
  101. package/corpus/templates/crm/app/components/crm/Surface.tsx +97 -0
  102. package/corpus/templates/crm/app/components/crm/WorkOverview.tsx +180 -0
  103. package/corpus/templates/crm/app/components/crm/board/CrmBoard.tsx +988 -0
  104. package/corpus/templates/crm/app/components/crm/board/board-model.ts +399 -0
  105. package/corpus/templates/crm/app/components/crm/board/entry-filter.ts +150 -0
  106. package/corpus/templates/crm/app/components/crm/board/view-draft.ts +227 -0
  107. package/corpus/templates/crm/app/components/crm/grid/CrmGrid.tsx +1033 -0
  108. package/corpus/templates/crm/app/components/crm/grid/GridCell.tsx +620 -0
  109. package/corpus/templates/crm/app/components/crm/grid/clipboard.ts +84 -0
  110. package/corpus/templates/crm/app/components/crm/grid/model.ts +304 -0
  111. package/corpus/templates/crm/app/components/crm/grid/navigation.ts +220 -0
  112. package/corpus/templates/crm/app/components/crm/grid/query.ts +214 -0
  113. package/corpus/templates/crm/app/components/crm/record/AttributePanel.tsx +192 -0
  114. package/corpus/templates/crm/app/components/crm/record/FieldHistory.tsx +179 -0
  115. package/corpus/templates/crm/app/components/crm/record/RecordHeader.tsx +103 -0
  116. package/corpus/templates/crm/app/components/crm/record/RecordLists.tsx +235 -0
  117. package/corpus/templates/crm/app/components/crm/record/RecordTabs.tsx +206 -0
  118. package/corpus/templates/crm/app/components/crm/record/field-editors.tsx +245 -0
  119. package/corpus/templates/crm/app/components/crm/record/record-data.ts +603 -0
  120. package/corpus/templates/crm/app/components/crm/settings/AdvancedSettings.tsx +49 -0
  121. package/corpus/templates/crm/app/components/crm/settings/AttributeOptionsEditor.tsx +441 -0
  122. package/corpus/templates/crm/app/components/crm/settings/ConnectionSettings.tsx +169 -0
  123. package/corpus/templates/crm/app/components/crm/settings/FieldsSettings.tsx +935 -0
  124. package/corpus/templates/crm/app/components/crm/settings/ListsSettings.tsx +339 -0
  125. package/corpus/templates/crm/app/components/crm/settings/settings-admin.ts +377 -0
  126. package/corpus/templates/crm/app/components/crm/shared/AttributeValueParts.tsx +69 -0
  127. package/corpus/templates/crm/app/components/crm/shared/attribute-value.ts +591 -0
  128. package/corpus/templates/crm/app/components/layout/CrmCommandMenu.tsx +556 -0
  129. package/corpus/templates/crm/app/components/layout/CrmLayout.tsx +130 -0
  130. package/corpus/templates/crm/app/components/layout/CrmSidebar.tsx +407 -0
  131. package/corpus/templates/crm/app/components/layout/command-palette-search.ts +126 -0
  132. package/corpus/templates/crm/app/components/layout/crm-ui-intents.ts +41 -0
  133. package/corpus/templates/crm/app/components/layout/sidebar-collapse.ts +40 -0
  134. package/corpus/templates/crm/app/components/layout/sidebar-lists.ts +109 -0
  135. package/corpus/templates/crm/app/components/ui/alert-dialog.tsx +1 -0
  136. package/corpus/templates/crm/app/components/ui/badge.tsx +1 -0
  137. package/corpus/templates/crm/app/components/ui/button.tsx +1 -0
  138. package/corpus/templates/crm/app/components/ui/card.tsx +1 -0
  139. package/corpus/templates/crm/app/components/ui/checkbox.tsx +1 -0
  140. package/corpus/templates/crm/app/components/ui/dialog.tsx +1 -0
  141. package/corpus/templates/crm/app/components/ui/dropdown-menu.tsx +1 -0
  142. package/corpus/templates/crm/app/components/ui/hover-card.tsx +1 -0
  143. package/corpus/templates/crm/app/components/ui/input.tsx +1 -0
  144. package/corpus/templates/crm/app/components/ui/label.tsx +1 -0
  145. package/corpus/templates/crm/app/components/ui/popover.tsx +1 -0
  146. package/corpus/templates/crm/app/components/ui/select.tsx +1 -0
  147. package/corpus/templates/crm/app/components/ui/sheet.tsx +1 -0
  148. package/corpus/templates/crm/app/components/ui/skeleton.tsx +1 -0
  149. package/corpus/templates/crm/app/components/ui/switch.tsx +1 -0
  150. package/corpus/templates/crm/app/components/ui/table.tsx +1 -0
  151. package/corpus/templates/crm/app/components/ui/tabs.tsx +1 -0
  152. package/corpus/templates/crm/app/components/ui/textarea.tsx +1 -0
  153. package/corpus/templates/crm/app/components/ui/toolkit-provider.tsx +17 -0
  154. package/corpus/templates/crm/app/components/ui/tooltip.tsx +1 -0
  155. package/corpus/templates/crm/app/design-system.ts +3 -0
  156. package/corpus/templates/crm/app/entry.client.tsx +19 -0
  157. package/corpus/templates/crm/app/entry.server.tsx +10 -0
  158. package/corpus/templates/crm/app/global.css +167 -0
  159. package/corpus/templates/crm/app/hooks/use-keyboard-shortcuts.ts +206 -0
  160. package/corpus/templates/crm/app/hooks/use-navigation-state.ts +48 -0
  161. package/corpus/templates/crm/app/i18n/en-US.ts +684 -0
  162. package/corpus/templates/crm/app/i18n/index.ts +34 -0
  163. package/corpus/templates/crm/app/lib/dashboard.ts +13 -0
  164. package/corpus/templates/crm/app/lib/navigation.ts +17 -0
  165. package/corpus/templates/crm/app/lib/tab-id.ts +1 -0
  166. package/corpus/templates/crm/app/lib/types.ts +172 -0
  167. package/corpus/templates/crm/app/lib/utils.ts +1 -0
  168. package/corpus/templates/crm/app/root.tsx +93 -0
  169. package/corpus/templates/crm/app/routes/_index.tsx +26 -0
  170. package/corpus/templates/crm/app/routes/accounts.tsx +41 -0
  171. package/corpus/templates/crm/app/routes/agent.tsx +5 -0
  172. package/corpus/templates/crm/app/routes/ask.tsx +53 -0
  173. package/corpus/templates/crm/app/routes/dashboard.tsx +118 -0
  174. package/corpus/templates/crm/app/routes/lists.tsx +228 -0
  175. package/corpus/templates/crm/app/routes/opportunities.tsx +41 -0
  176. package/corpus/templates/crm/app/routes/people.tsx +41 -0
  177. package/corpus/templates/crm/app/routes/proposals.tsx +388 -0
  178. package/corpus/templates/crm/app/routes/records.$recordId.tsx +53 -0
  179. package/corpus/templates/crm/app/routes/records.tsx +64 -0
  180. package/corpus/templates/crm/app/routes/settings.tsx +118 -0
  181. package/corpus/templates/crm/app/routes/setup.tsx +308 -0
  182. package/corpus/templates/crm/app/routes/tasks.tsx +252 -0
  183. package/corpus/templates/crm/app/routes/views.tsx +683 -0
  184. package/corpus/templates/crm/app/routes.ts +19 -0
  185. package/corpus/templates/crm/app/vite-env.d.ts +6 -0
  186. package/corpus/templates/crm/changelog/2026-07-26-any-list-or-view-can-be-shown-as-a-board-grouped-by-stage-so.md +6 -0
  187. package/corpus/templates/crm/changelog/2026-07-26-crm-now-finds-likely-duplicate-records-and-tells-you-exactly.md +6 -0
  188. package/corpus/templates/crm/changelog/2026-07-26-enrichment-now-shows-what-a-run-will-cost-before-it-starts-g.md +6 -0
  189. package/corpus/templates/crm/changelog/2026-07-26-lists-turn-any-set-of-records-into-a-pipeline-with-its-own-s.md +6 -0
  190. package/corpus/templates/crm/changelog/2026-07-26-moving-a-record-or-list-entry-into-a-stage-that-was-retired-.md +6 -0
  191. package/corpus/templates/crm/changelog/2026-07-26-opening-a-record-now-shows-one-page-with-its-fields-the-list.md +6 -0
  192. package/corpus/templates/crm/changelog/2026-07-26-press-cmd-k-to-jump-to-any-record-list-view-or-setting-and-u.md +6 -0
  193. package/corpus/templates/crm/changelog/2026-07-26-provider-record-edits-now-show-an-exact-before-after-diff-an.md +6 -0
  194. package/corpus/templates/crm/changelog/2026-07-26-record-page-attribute-labels-now-read-in-full-instead-of-bei.md +6 -0
  195. package/corpus/templates/crm/changelog/2026-07-26-records-now-use-typed-fields-currency-dates-ratings-status-s.md +6 -0
  196. package/corpus/templates/crm/changelog/2026-07-26-retyping-a-value-on-the-record-page-now-replaces-it-instead-.md +6 -0
  197. package/corpus/templates/crm/changelog/2026-07-26-settings-now-has-fields-and-lists-tabs-for-adding-fields-edi.md +6 -0
  198. package/corpus/templates/crm/changelog/2026-07-26-the-proposal-review-now-shows-the-field-that-actually-change.md +6 -0
  199. package/corpus/templates/crm/changelog/2026-07-26-the-record-grid-is-now-a-real-spreadsheet-filter-sort-and-pa.md +6 -0
  200. package/corpus/templates/crm/components.json +20 -0
  201. package/corpus/templates/crm/docs/architecture/crm-contract.md +214 -0
  202. package/corpus/templates/crm/docs/features/README.md +55 -0
  203. package/corpus/templates/crm/docs/features/f1-records-and-fields.mdx +52 -0
  204. package/corpus/templates/crm/docs/features/f2-lists-pipelines-and-views.mdx +48 -0
  205. package/corpus/templates/crm/docs/features/f3-work-and-record-quality.mdx +40 -0
  206. package/corpus/templates/crm/docs/features/f4-evidence-and-chat.mdx +47 -0
  207. package/corpus/templates/crm/learnings.defaults.md +5 -0
  208. package/corpus/templates/crm/netlify.toml +11 -0
  209. package/corpus/templates/crm/package.json +61 -0
  210. package/corpus/templates/crm/public/favicon.svg +1 -0
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  212. package/corpus/templates/crm/public/manifest.json +11 -0
  213. package/corpus/templates/crm/react-router.config.ts +7 -0
  214. package/corpus/templates/crm/server/crm/adapter.ts +32 -0
  215. package/corpus/templates/crm/server/crm/crm-field-firewall.ts +64 -0
  216. package/corpus/templates/crm/server/crm/crm-mirror.ts +721 -0
  217. package/corpus/templates/crm/server/crm/field-policy-attributes.ts +48 -0
  218. package/corpus/templates/crm/server/crm/hubspot-adapter.ts +1146 -0
  219. package/corpus/templates/crm/server/crm/native-adapter.ts +1810 -0
  220. package/corpus/templates/crm/server/crm/provider-record-link.ts +264 -0
  221. package/corpus/templates/crm/server/crm/read-through.ts +207 -0
  222. package/corpus/templates/crm/server/crm/salesforce-adapter.ts +1255 -0
  223. package/corpus/templates/crm/server/db/crm-store.ts +1112 -0
  224. package/corpus/templates/crm/server/db/index.ts +191 -0
  225. package/corpus/templates/crm/server/db/schema.ts +647 -0
  226. package/corpus/templates/crm/server/lib/crm-query.ts +1558 -0
  227. package/corpus/templates/crm/server/lib/dedupe.ts +714 -0
  228. package/corpus/templates/crm/server/lib/enrichment-cost.ts +381 -0
  229. package/corpus/templates/crm/server/lib/enrichment-slots.ts +519 -0
  230. package/corpus/templates/crm/server/lib/intelligence/default-detectors.ts +65 -0
  231. package/corpus/templates/crm/server/lib/intelligence/evidence.ts +105 -0
  232. package/corpus/templates/crm/server/lib/intelligence/keyword-detector.ts +94 -0
  233. package/corpus/templates/crm/server/lib/intelligence/smart-detector.ts +39 -0
  234. package/corpus/templates/crm/server/lib/intelligence/summary.ts +19 -0
  235. package/corpus/templates/crm/server/lib/lifecycle.ts +634 -0
  236. package/corpus/templates/crm/server/lib/provider-api.ts +64 -0
  237. package/corpus/templates/crm/server/middleware/auth.ts +4 -0
  238. package/corpus/templates/crm/server/plugins/agent-chat.ts +65 -0
  239. package/corpus/templates/crm/server/plugins/auth.ts +14 -0
  240. package/corpus/templates/crm/server/plugins/core-routes.ts +17 -0
  241. package/corpus/templates/crm/server/plugins/db.ts +738 -0
  242. package/corpus/templates/crm/server/routes/[...page].get.ts +5 -0
  243. package/corpus/templates/crm/shared/crm-attributes.ts +469 -0
  244. package/corpus/templates/crm/shared/crm-automation-recipes.ts +132 -0
  245. package/corpus/templates/crm/shared/crm-contract.ts +417 -0
  246. package/corpus/templates/crm/shared/crm-navigation.ts +190 -0
  247. package/corpus/templates/crm/shared/crm-sales-config.ts +63 -0
  248. package/corpus/templates/crm/ssr-entry.ts +11 -0
  249. package/corpus/templates/crm/tsconfig.json +24 -0
  250. package/corpus/templates/crm/vite.config.ts +15 -0
  251. package/corpus/templates/crm/vitest.config.ts +5 -0
  252. package/corpus/templates/design/app/i18n-data.ts +12 -12
  253. package/corpus/templates/design/changelog/2026-07-26-apply-design-updates-from-a-centered-top-toolbar-without-cov.md +6 -0
  254. package/dist/cli/templates-meta.d.ts.map +1 -1
  255. package/dist/cli/templates-meta.js +12 -0
  256. package/dist/cli/templates-meta.js.map +1 -1
  257. package/dist/collab/routes.d.ts +1 -1
  258. package/dist/observability/routes.d.ts +3 -3
  259. package/dist/resources/handlers.d.ts +1 -1
  260. package/dist/server/realtime-token.d.ts +1 -1
  261. package/dist/server/transcribe-voice.d.ts +1 -1
  262. package/package.json +1 -1
  263. package/src/cli/templates-meta.ts +12 -0
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+ import {
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+ useActionMutation,
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+ useActionQuery,
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+ } from "@agent-native/core/client/hooks";
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+ import { IconCheck, IconPlus, IconX } from "@tabler/icons-react";
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+ import { useState } from "react";
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+ import { Link } from "react-router";
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+ import { toast } from "sonner";
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+
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+ import {
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+ LoadingRows,
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+ PageHeader,
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+ SetupEmptyState,
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+ } from "@/components/crm/Surface";
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+ import { Badge } from "@/components/ui/badge";
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+ import { Button } from "@/components/ui/button";
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+ import {
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+ Dialog,
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+ DialogContent,
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+ DialogDescription,
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+ DialogFooter,
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+ DialogHeader,
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+ DialogTitle,
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+ DialogTrigger,
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+ } from "@/components/ui/dialog";
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+ import { Input } from "@/components/ui/input";
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+ import { Label } from "@/components/ui/label";
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+ import { Textarea } from "@/components/ui/textarea";
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+ import { normalizeTasks } from "@/lib/types";
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+
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+ interface ManageTaskInput {
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+ taskId?: string;
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+ title?: string;
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+ description?: string;
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+ dueAt?: string;
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+ status?: "open" | "done" | "cancelled";
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+ }
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+
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+ export default function TasksRoute() {
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+ const query = useActionQuery<unknown>(
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+ "list-crm-tasks" as never,
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+ { limit: 100 } as never,
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+ );
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+ const manage = useActionMutation<unknown, ManageTaskInput>(
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+ "manage-crm-task" as never,
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+ );
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+ const tasks = normalizeTasks(query.data);
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+ const [pendingTaskIds, setPendingTaskIds] = useState<Set<string>>(new Set());
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+
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+ async function setStatus(
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+ taskId: string,
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+ status: "open" | "done" | "cancelled",
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+ ) {
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+ setPendingTaskIds((current) => new Set(current).add(taskId));
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+ try {
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+ await manage.mutateAsync({ taskId, status });
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+ toast.success(status === "done" ? "Task completed." : "Task updated.");
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+ } catch (error) {
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+ const message =
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+ error instanceof Error ? error.message : "Task update failed.";
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+ toast.error(
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+ message.includes("mirrored provider task")
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+ ? "This is a mirrored provider task. Create a CRM proposal or complete it upstream."
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+ : message,
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+ );
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+ } finally {
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+ setPendingTaskIds((current) => {
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+ const next = new Set(current);
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+ next.delete(taskId);
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+ return next;
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+ });
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+ }
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+ }
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+
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+ return (
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+ <>
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+ <PageHeader
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+ eyebrow="Work"
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+ title="Tasks"
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+ description="Local follow-up work connected to the records you can access."
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+ actions={<CreateTaskDialog mutation={manage} />}
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+ />
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+ {query.isLoading ? (
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+ <LoadingRows rows={7} />
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+ ) : tasks.length ? (
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+ <div className="divide-y divide-border/70">
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+ {tasks.map((task) => (
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+ <div
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+ key={task.id}
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+ className="flex flex-wrap items-center gap-3 px-5 py-4 sm:px-7"
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+ >
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+ <div className="min-w-0 flex-1">
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+ <div className="flex flex-wrap items-center gap-2">
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+ <p className="text-sm font-medium">{task.title}</p>
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+ <Badge variant="secondary" className="font-normal capitalize">
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+ {task.status}
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+ </Badge>
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+ </div>
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+ <p className="mt-1 text-xs text-muted-foreground">
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+ {task.dueAt ? `Due ${formatDate(task.dueAt)}` : "No due date"}
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+ {task.recordId ? (
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+ <>
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+ {" · "}
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+ <Link
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+ to={`/records/${encodeURIComponent(task.recordId)}`}
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+ className="underline-offset-4 hover:underline"
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+ >
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+ Open record
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+ </Link>
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+ </>
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+ ) : null}
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+ </p>
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+ </div>
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+ <div className="flex items-center gap-2">
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+ {task.status !== "done" ? (
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+ <Button
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+ variant="outline"
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+ size="sm"
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+ className="gap-1.5"
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+ disabled={pendingTaskIds.has(task.id)}
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+ onClick={() => void setStatus(task.id, "done")}
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+ >
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+ <IconCheck className="size-4" /> Complete
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+ </Button>
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+ ) : (
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+ <Button
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+ variant="ghost"
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+ size="sm"
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+ disabled={pendingTaskIds.has(task.id)}
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+ onClick={() => void setStatus(task.id, "open")}
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+ >
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+ Reopen
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+ </Button>
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+ )}
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+ {task.status !== "cancelled" ? (
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+ <Button
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+ variant="ghost"
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+ size="icon"
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+ disabled={pendingTaskIds.has(task.id)}
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+ aria-label={`Cancel ${task.title}`}
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+ onClick={() => void setStatus(task.id, "cancelled")}
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+ >
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+ <IconX className="size-4" />
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+ </Button>
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+ ) : null}
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+ </div>
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+ </div>
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+ ))}
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+ </div>
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+ ) : (
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+ <SetupEmptyState
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+ title="No follow-up tasks"
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+ description="Create a task here or from a CRM record to keep the next action visible."
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+ />
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+ )}
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+ </>
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+ );
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+ }
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+
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+ function CreateTaskDialog({
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+ mutation,
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+ }: {
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+ mutation: {
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+ isPending: boolean;
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+ mutateAsync: (input: ManageTaskInput) => Promise<unknown>;
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+ };
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+ }) {
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+ const [open, setOpen] = useState(false);
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+ const [title, setTitle] = useState("");
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+ const [description, setDescription] = useState("");
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+ const [dueAt, setDueAt] = useState("");
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+
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+ async function createTask() {
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+ try {
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+ await mutation.mutateAsync({
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+ title,
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+ description: description || undefined,
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+ dueAt: dueAt ? new Date(dueAt).toISOString() : undefined,
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+ status: "open",
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+ });
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+ setOpen(false);
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+ setTitle("");
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+ setDescription("");
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+ setDueAt("");
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+ toast.success("Task created.");
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+ } catch (error) {
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+ toast.error(
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+ error instanceof Error ? error.message : "Task creation failed.",
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+ );
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+ }
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+ }
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+
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+ return (
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+ <Dialog open={open} onOpenChange={setOpen}>
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+ <DialogTrigger asChild>
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+ <Button size="sm" className="gap-2">
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+ <IconPlus className="size-4" /> New task
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+ </Button>
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+ </DialogTrigger>
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+ <DialogContent className="sm:max-w-md">
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+ <DialogHeader>
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+ <DialogTitle>Create follow-up task</DialogTitle>
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+ <DialogDescription>
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+ Tasks are local by default and never write to the provider silently.
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+ </DialogDescription>
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+ </DialogHeader>
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+ <div className="grid gap-4 py-2">
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+ <div className="grid gap-2">
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+ <Label htmlFor="task-title">Title</Label>
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+ <Input
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+ id="task-title"
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+ value={title}
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+ maxLength={300}
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+ onChange={(event) => setTitle(event.target.value)}
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+ />
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+ </div>
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+ <div className="grid gap-2">
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+ <Label htmlFor="task-description">Description</Label>
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+ <Textarea
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+ id="task-description"
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+ value={description}
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+ maxLength={2_000}
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+ onChange={(event) => setDescription(event.target.value)}
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+ />
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+ </div>
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+ <div className="grid gap-2">
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+ <Label htmlFor="task-due">Due</Label>
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+ <Input
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+ id="task-due"
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+ type="datetime-local"
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+ value={dueAt}
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+ onChange={(event) => setDueAt(event.target.value)}
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+ />
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+ </div>
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+ </div>
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+ <DialogFooter>
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+ <Button
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+ onClick={() => void createTask()}
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+ disabled={!title.trim() || mutation.isPending}
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+ >
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+ Create task
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+ </Button>
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+ </DialogFooter>
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+ </DialogContent>
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+ </Dialog>
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+ );
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+ }
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+
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+ function formatDate(value: string) {
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+ const date = new Date(value);
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+ return Number.isNaN(date.valueOf()) ? value : date.toLocaleString();
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+ }