@agent-native/core 0.123.0 → 0.123.2
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.
- package/corpus/README.md +1 -1
- package/corpus/core/CHANGELOG.md +24 -0
- package/corpus/core/package.json +1 -1
- package/corpus/core/src/cli/templates-meta.ts +12 -0
- package/corpus/core/src/deploy/build.ts +8 -0
- package/corpus/core/src/server/builder-browser.ts +76 -0
- package/corpus/core/src/server/core-routes-plugin.ts +15 -5
- package/corpus/templates/assets/app/global.css +0 -4
- package/corpus/templates/assets/app/routes/brand-kits.$id.tsx +195 -167
- package/corpus/templates/assets/changelog/2026-07-23-drafts-preview-panel-now-fills-the-full-width-with-a-large-p.md +6 -0
- package/corpus/templates/content/actions/_builder-cms-source-adapter.ts +1 -0
- package/corpus/templates/content/actions/_builder-cms-write-client.ts +55 -9
- package/corpus/templates/content/actions/_database-source-utils.ts +756 -182
- package/corpus/templates/content/actions/change-content-database-source-role.ts +21 -20
- package/corpus/templates/content/actions/execute-builder-source-execution.ts +49 -8
- package/corpus/templates/content/actions/materialize-builder-required-fields.ts +42 -9
- package/corpus/templates/content/actions/prepare-builder-source-review.ts +88 -90
- package/corpus/templates/content/actions/preview-builder-source-review.ts +4 -3
- package/corpus/templates/content/actions/refresh-content-database-source.ts +36 -9
- package/corpus/templates/content/actions/set-content-database-source-write-mode.ts +28 -24
- package/corpus/templates/content/app/components/editor/BubbleToolbar.tsx +62 -12
- package/corpus/templates/content/app/components/editor/DocumentEditor.tsx +91 -16
- package/corpus/templates/content/app/components/editor/DocumentProperties.tsx +15 -1
- package/corpus/templates/content/app/components/editor/SlashCommandMenu.tsx +234 -44
- package/corpus/templates/content/app/components/editor/VisualEditor.tsx +194 -16
- package/corpus/templates/content/app/components/editor/database/DatabaseView.tsx +95 -42
- package/corpus/templates/content/app/components/editor/database-sources/BuilderSourceReviewDialog.tsx +4 -2
- package/corpus/templates/content/app/components/editor/extensions/CodeBlockNode.tsx +10 -166
- package/corpus/templates/content/app/components/editor/extensions/VideoBlock.tsx +32 -8
- package/corpus/templates/content/app/components/editor/extensions/VideoNode.ts +14 -0
- package/corpus/templates/content/app/components/editor/registrySlashItems.ts +5 -1
- package/corpus/templates/content/app/hooks/use-content-database.ts +59 -2
- package/corpus/templates/content/app/hooks/use-documents.ts +18 -26
- package/corpus/templates/content/app/root.tsx +1 -6
- package/corpus/templates/content/changelog/2026-07-24-builder-can-now-publish-approved-updates-to-entries-that-are.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-collection-loading-no-longer-restarts-from-the-begin.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-connections-now-complete-securely-from-netlify-deplo.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-draft-creation-now-scopes-execution-to-the-selected-.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-review-now-distinguishes-preparing-a-safe-dry-run-from.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-source-imports-now-recover-from-a-transient-paginati.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-source-refresh-now-preserves-the-provider-bound-fiel.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-update-reviews-now-open-reliably-on-large-collection.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-builder-write-policy-controls-now-reflect-successful-changes.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-date-properties-now-save-reliably-when-selected-with-the-nat.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-editor-slash-search-now-keeps-multi-word-block-names-open.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-exact-editor-slash-commands-now-execute-on-enter-even-if-the.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-new-collaborative-pages-now-save-their-first-edits.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-new-local-builder-rows-no-longer-remain-locked-behind-a-none.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-opening-or-closing-a-collaborative-document-no-longer-lets-u.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-selected-text-now-opens-the-link-editor-with-command-k-or-co.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-slash-menu-block-choices-no-longer-stall-pointer-interaction.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-uploaded-and-embedded-media-now-stay-intact-while-collaborative-document-drafts-save.md +6 -0
- package/corpus/templates/content/changelog/2026-07-24-video-link-insertion-now-keeps-its-source-panel-open-while-t.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-builder-publishing-now-shows-safe-validation-details-instead.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-builder-reviews-stay-responsive-on-large-collections-and-pre.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-collaborative-documents-no-longer-flash-duplicated-recent-bl.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-corrected-builder-updates-are-now-reviewed-separately-from-f.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-documents-now-remain-read-only-until-their-live-collaborativ.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-slash-command-menus-now-stay-reachable-when-editing-near-the.md +6 -0
- package/corpus/templates/content/changelog/2026-07-26-the-slash-menu-now-shows-one-clear-callout-choice-instead-of.md +6 -0
- package/corpus/templates/content/shared/api.ts +1 -0
- package/corpus/templates/content/shared/builder-mdx.ts +73 -16
- package/corpus/templates/crm/.agents/skills/agent-native-docs/SKILL.md +115 -0
- package/corpus/templates/crm/.agents/skills/agent-native-toolkit/SKILL.md +177 -0
- package/corpus/templates/crm/.agents/skills/crm/SKILL.md +205 -0
- package/corpus/templates/crm/.agents/skills/customizing-agent-native/SKILL.md +220 -0
- package/corpus/templates/crm/.agents/skills/feature-flags/SKILL.md +169 -0
- package/corpus/templates/crm/.agents/skills/sharing/SKILL.md +228 -0
- package/corpus/templates/crm/.agents/skills/storing-data/SKILL.md +178 -0
- package/corpus/templates/crm/.agents/skills/upgrade-agent-native/SKILL.md +122 -0
- package/corpus/templates/crm/.env.example +5 -0
- package/corpus/templates/crm/AGENTS.md +82 -0
- package/corpus/templates/crm/CHANGELOG.md +25 -0
- package/corpus/templates/crm/DEVELOPING.md +66 -0
- package/corpus/templates/crm/README.md +122 -0
- package/corpus/templates/crm/_gitignore +12 -0
- package/corpus/templates/crm/actions/_crm-action-utils.ts +98 -0
- package/corpus/templates/crm/actions/_crm-attribute-utils.ts +219 -0
- package/corpus/templates/crm/actions/_crm-dashboard.ts +69 -0
- package/corpus/templates/crm/actions/_crm-data-program-actions.ts +15 -0
- package/corpus/templates/crm/actions/_crm-list-utils.ts +775 -0
- package/corpus/templates/crm/actions/_crm-signal-utils.ts +79 -0
- package/corpus/templates/crm/actions/add-crm-record-to-list.ts +164 -0
- package/corpus/templates/crm/actions/apply-crm-proposals.ts +291 -0
- package/corpus/templates/crm/actions/archive-crm-attribute.ts +69 -0
- package/corpus/templates/crm/actions/attach-call-evidence.ts +170 -0
- package/corpus/templates/crm/actions/configure-crm-connection.ts +126 -0
- package/corpus/templates/crm/actions/configure-native-crm.ts +44 -0
- package/corpus/templates/crm/actions/create-crm-attribute.ts +350 -0
- package/corpus/templates/crm/actions/create-crm-list.ts +194 -0
- package/corpus/templates/crm/actions/create-crm-record.ts +148 -0
- package/corpus/templates/crm/actions/create-crm-signal-tracker.ts +58 -0
- package/corpus/templates/crm/actions/delete-crm-saved-view.ts +68 -0
- package/corpus/templates/crm/actions/delete-staged-dataset.ts +14 -0
- package/corpus/templates/crm/actions/estimate-crm-enrichment.ts +229 -0
- package/corpus/templates/crm/actions/find-crm-duplicates.ts +87 -0
- package/corpus/templates/crm/actions/get-crm-automation-recipe.ts +36 -0
- package/corpus/templates/crm/actions/get-crm-dashboard-panel.ts +35 -0
- package/corpus/templates/crm/actions/get-crm-dashboard.ts +14 -0
- package/corpus/templates/crm/actions/get-crm-overview.ts +13 -0
- package/corpus/templates/crm/actions/get-crm-pipeline-data.ts +61 -0
- package/corpus/templates/crm/actions/get-crm-record-page.ts +287 -0
- package/corpus/templates/crm/actions/get-crm-record.ts +75 -0
- package/corpus/templates/crm/actions/get-crm-workspace.ts +364 -0
- package/corpus/templates/crm/actions/install-crm-pipeline-dashboard.ts +81 -0
- package/corpus/templates/crm/actions/list-crm-attributes.ts +71 -0
- package/corpus/templates/crm/actions/list-crm-connections.ts +68 -0
- package/corpus/templates/crm/actions/list-crm-dashboard-revisions.ts +15 -0
- package/corpus/templates/crm/actions/list-crm-dashboards.ts +15 -0
- package/corpus/templates/crm/actions/list-crm-enrichment-slots.ts +28 -0
- package/corpus/templates/crm/actions/list-crm-list-entries.ts +192 -0
- package/corpus/templates/crm/actions/list-crm-lists.ts +80 -0
- package/corpus/templates/crm/actions/list-crm-proposals.ts +55 -0
- package/corpus/templates/crm/actions/list-crm-record-field-history.ts +201 -0
- package/corpus/templates/crm/actions/list-crm-record-values.ts +200 -0
- package/corpus/templates/crm/actions/list-crm-records.ts +103 -0
- package/corpus/templates/crm/actions/list-crm-saved-views.ts +66 -0
- package/corpus/templates/crm/actions/list-crm-signal-hits.ts +43 -0
- package/corpus/templates/crm/actions/list-crm-signal-trackers.ts +32 -0
- package/corpus/templates/crm/actions/list-crm-tasks.ts +22 -0
- package/corpus/templates/crm/actions/list-staged-datasets.ts +14 -0
- package/corpus/templates/crm/actions/list-workspace-connections.ts +47 -0
- package/corpus/templates/crm/actions/manage-crm-attribute-option.ts +272 -0
- package/corpus/templates/crm/actions/manage-crm-signal-tracker.ts +87 -0
- package/corpus/templates/crm/actions/manage-crm-task.ts +132 -0
- package/corpus/templates/crm/actions/merge-crm-records.ts +691 -0
- package/corpus/templates/crm/actions/navigate.ts +54 -0
- package/corpus/templates/crm/actions/provider-api-catalog.ts +22 -0
- package/corpus/templates/crm/actions/provider-api-docs.ts +54 -0
- package/corpus/templates/crm/actions/provider-api-request.ts +92 -0
- package/corpus/templates/crm/actions/query-staged-dataset.ts +44 -0
- package/corpus/templates/crm/actions/record-crm-call-insight.ts +160 -0
- package/corpus/templates/crm/actions/record-crm-smart-signal.ts +150 -0
- package/corpus/templates/crm/actions/remove-crm-list-entry.ts +79 -0
- package/corpus/templates/crm/actions/restore-crm-dashboard-revision.ts +23 -0
- package/corpus/templates/crm/actions/review-crm-signal.ts +31 -0
- package/corpus/templates/crm/actions/run-crm-attribute-fill.ts +443 -0
- package/corpus/templates/crm/actions/run-crm-enrichment.ts +647 -0
- package/corpus/templates/crm/actions/run-crm-saved-view-program.ts +103 -0
- package/corpus/templates/crm/actions/run-crm-signal-trackers.ts +265 -0
- package/corpus/templates/crm/actions/run.ts +7 -0
- package/corpus/templates/crm/actions/save-crm-dashboard.ts +51 -0
- package/corpus/templates/crm/actions/save-crm-saved-view.ts +296 -0
- package/corpus/templates/crm/actions/sync-crm.ts +146 -0
- package/corpus/templates/crm/actions/update-crm-attribute.ts +111 -0
- package/corpus/templates/crm/actions/update-crm-list-entry.ts +102 -0
- package/corpus/templates/crm/actions/update-crm-list.ts +97 -0
- package/corpus/templates/crm/actions/update-crm-record.ts +543 -0
- package/corpus/templates/crm/actions/view-screen.ts +324 -0
- package/corpus/templates/crm/agent-native.app-skill.json +69 -0
- package/corpus/templates/crm/app/components/crm/CreateCrmRecordDialog.tsx +158 -0
- package/corpus/templates/crm/app/components/crm/CrmDashboardPanel.tsx +78 -0
- package/corpus/templates/crm/app/components/crm/CrmSignalsPanel.tsx +220 -0
- package/corpus/templates/crm/app/components/crm/IntelligenceSettings.tsx +414 -0
- package/corpus/templates/crm/app/components/crm/RecordActions.tsx +648 -0
- package/corpus/templates/crm/app/components/crm/RecordGrid.tsx +488 -0
- package/corpus/templates/crm/app/components/crm/RecordWorkspace.tsx +232 -0
- package/corpus/templates/crm/app/components/crm/SavedViewDataProgram.tsx +93 -0
- package/corpus/templates/crm/app/components/crm/Surface.tsx +97 -0
- package/corpus/templates/crm/app/components/crm/WorkOverview.tsx +180 -0
- package/corpus/templates/crm/app/components/crm/board/CrmBoard.tsx +988 -0
- package/corpus/templates/crm/app/components/crm/board/board-model.ts +399 -0
- package/corpus/templates/crm/app/components/crm/board/entry-filter.ts +150 -0
- package/corpus/templates/crm/app/components/crm/board/view-draft.ts +227 -0
- package/corpus/templates/crm/app/components/crm/grid/CrmGrid.tsx +1033 -0
- package/corpus/templates/crm/app/components/crm/grid/GridCell.tsx +620 -0
- package/corpus/templates/crm/app/components/crm/grid/clipboard.ts +84 -0
- package/corpus/templates/crm/app/components/crm/grid/model.ts +304 -0
- package/corpus/templates/crm/app/components/crm/grid/navigation.ts +220 -0
- package/corpus/templates/crm/app/components/crm/grid/query.ts +214 -0
- package/corpus/templates/crm/app/components/crm/record/AttributePanel.tsx +192 -0
- package/corpus/templates/crm/app/components/crm/record/FieldHistory.tsx +179 -0
- package/corpus/templates/crm/app/components/crm/record/RecordHeader.tsx +103 -0
- package/corpus/templates/crm/app/components/crm/record/RecordLists.tsx +235 -0
- package/corpus/templates/crm/app/components/crm/record/RecordTabs.tsx +206 -0
- package/corpus/templates/crm/app/components/crm/record/field-editors.tsx +245 -0
- package/corpus/templates/crm/app/components/crm/record/record-data.ts +603 -0
- package/corpus/templates/crm/app/components/crm/settings/AdvancedSettings.tsx +49 -0
- package/corpus/templates/crm/app/components/crm/settings/AttributeOptionsEditor.tsx +441 -0
- package/corpus/templates/crm/app/components/crm/settings/ConnectionSettings.tsx +169 -0
- package/corpus/templates/crm/app/components/crm/settings/FieldsSettings.tsx +935 -0
- package/corpus/templates/crm/app/components/crm/settings/ListsSettings.tsx +339 -0
- package/corpus/templates/crm/app/components/crm/settings/settings-admin.ts +377 -0
- package/corpus/templates/crm/app/components/crm/shared/AttributeValueParts.tsx +69 -0
- package/corpus/templates/crm/app/components/crm/shared/attribute-value.ts +591 -0
- package/corpus/templates/crm/app/components/layout/CrmCommandMenu.tsx +556 -0
- package/corpus/templates/crm/app/components/layout/CrmLayout.tsx +130 -0
- package/corpus/templates/crm/app/components/layout/CrmSidebar.tsx +407 -0
- package/corpus/templates/crm/app/components/layout/command-palette-search.ts +126 -0
- package/corpus/templates/crm/app/components/layout/crm-ui-intents.ts +41 -0
- package/corpus/templates/crm/app/components/layout/sidebar-collapse.ts +40 -0
- package/corpus/templates/crm/app/components/layout/sidebar-lists.ts +109 -0
- package/corpus/templates/crm/app/components/ui/alert-dialog.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/badge.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/button.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/card.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/checkbox.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/dialog.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/dropdown-menu.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/hover-card.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/input.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/label.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/popover.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/select.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/sheet.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/skeleton.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/switch.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/table.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/tabs.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/textarea.tsx +1 -0
- package/corpus/templates/crm/app/components/ui/toolkit-provider.tsx +17 -0
- package/corpus/templates/crm/app/components/ui/tooltip.tsx +1 -0
- package/corpus/templates/crm/app/design-system.ts +3 -0
- package/corpus/templates/crm/app/entry.client.tsx +19 -0
- package/corpus/templates/crm/app/entry.server.tsx +10 -0
- package/corpus/templates/crm/app/global.css +167 -0
- package/corpus/templates/crm/app/hooks/use-keyboard-shortcuts.ts +206 -0
- package/corpus/templates/crm/app/hooks/use-navigation-state.ts +48 -0
- package/corpus/templates/crm/app/i18n/en-US.ts +684 -0
- package/corpus/templates/crm/app/i18n/index.ts +34 -0
- package/corpus/templates/crm/app/lib/dashboard.ts +13 -0
- package/corpus/templates/crm/app/lib/navigation.ts +17 -0
- package/corpus/templates/crm/app/lib/tab-id.ts +1 -0
- package/corpus/templates/crm/app/lib/types.ts +172 -0
- package/corpus/templates/crm/app/lib/utils.ts +1 -0
- package/corpus/templates/crm/app/root.tsx +93 -0
- package/corpus/templates/crm/app/routes/_index.tsx +26 -0
- package/corpus/templates/crm/app/routes/accounts.tsx +41 -0
- package/corpus/templates/crm/app/routes/agent.tsx +5 -0
- package/corpus/templates/crm/app/routes/ask.tsx +53 -0
- package/corpus/templates/crm/app/routes/dashboard.tsx +118 -0
- package/corpus/templates/crm/app/routes/lists.tsx +228 -0
- package/corpus/templates/crm/app/routes/opportunities.tsx +41 -0
- package/corpus/templates/crm/app/routes/people.tsx +41 -0
- package/corpus/templates/crm/app/routes/proposals.tsx +388 -0
- package/corpus/templates/crm/app/routes/records.$recordId.tsx +53 -0
- package/corpus/templates/crm/app/routes/records.tsx +64 -0
- package/corpus/templates/crm/app/routes/settings.tsx +118 -0
- package/corpus/templates/crm/app/routes/setup.tsx +308 -0
- package/corpus/templates/crm/app/routes/tasks.tsx +252 -0
- package/corpus/templates/crm/app/routes/views.tsx +683 -0
- package/corpus/templates/crm/app/routes.ts +19 -0
- package/corpus/templates/crm/app/vite-env.d.ts +6 -0
- 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
- package/corpus/templates/crm/changelog/2026-07-26-crm-now-finds-likely-duplicate-records-and-tells-you-exactly.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-enrichment-now-shows-what-a-run-will-cost-before-it-starts-g.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-lists-turn-any-set-of-records-into-a-pipeline-with-its-own-s.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-moving-a-record-or-list-entry-into-a-stage-that-was-retired-.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-opening-a-record-now-shows-one-page-with-its-fields-the-list.md +6 -0
- 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
- package/corpus/templates/crm/changelog/2026-07-26-provider-record-edits-now-show-an-exact-before-after-diff-an.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-record-page-attribute-labels-now-read-in-full-instead-of-bei.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-records-now-use-typed-fields-currency-dates-ratings-status-s.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-retyping-a-value-on-the-record-page-now-replaces-it-instead-.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-settings-now-has-fields-and-lists-tabs-for-adding-fields-edi.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-the-proposal-review-now-shows-the-field-that-actually-change.md +6 -0
- package/corpus/templates/crm/changelog/2026-07-26-the-record-grid-is-now-a-real-spreadsheet-filter-sort-and-pa.md +6 -0
- package/corpus/templates/crm/components.json +20 -0
- package/corpus/templates/crm/docs/architecture/crm-contract.md +214 -0
- package/corpus/templates/crm/docs/features/README.md +55 -0
- package/corpus/templates/crm/docs/features/f1-records-and-fields.mdx +52 -0
- package/corpus/templates/crm/docs/features/f2-lists-pipelines-and-views.mdx +48 -0
- package/corpus/templates/crm/docs/features/f3-work-and-record-quality.mdx +40 -0
- package/corpus/templates/crm/docs/features/f4-evidence-and-chat.mdx +47 -0
- package/corpus/templates/crm/learnings.defaults.md +5 -0
- package/corpus/templates/crm/netlify.toml +11 -0
- package/corpus/templates/crm/package.json +61 -0
- package/corpus/templates/crm/public/favicon.svg +1 -0
- package/corpus/templates/crm/public/icon-180.svg +1 -0
- package/corpus/templates/crm/public/manifest.json +11 -0
- package/corpus/templates/crm/react-router.config.ts +7 -0
- package/corpus/templates/crm/server/crm/adapter.ts +32 -0
- package/corpus/templates/crm/server/crm/crm-field-firewall.ts +64 -0
- package/corpus/templates/crm/server/crm/crm-mirror.ts +721 -0
- package/corpus/templates/crm/server/crm/field-policy-attributes.ts +48 -0
- package/corpus/templates/crm/server/crm/hubspot-adapter.ts +1146 -0
- package/corpus/templates/crm/server/crm/native-adapter.ts +1810 -0
- package/corpus/templates/crm/server/crm/provider-record-link.ts +264 -0
- package/corpus/templates/crm/server/crm/read-through.ts +207 -0
- package/corpus/templates/crm/server/crm/salesforce-adapter.ts +1255 -0
- package/corpus/templates/crm/server/db/crm-store.ts +1112 -0
- package/corpus/templates/crm/server/db/index.ts +191 -0
- package/corpus/templates/crm/server/db/schema.ts +647 -0
- package/corpus/templates/crm/server/lib/crm-query.ts +1558 -0
- package/corpus/templates/crm/server/lib/dedupe.ts +714 -0
- package/corpus/templates/crm/server/lib/enrichment-cost.ts +381 -0
- package/corpus/templates/crm/server/lib/enrichment-slots.ts +519 -0
- package/corpus/templates/crm/server/lib/intelligence/default-detectors.ts +65 -0
- package/corpus/templates/crm/server/lib/intelligence/evidence.ts +105 -0
- package/corpus/templates/crm/server/lib/intelligence/keyword-detector.ts +94 -0
- package/corpus/templates/crm/server/lib/intelligence/smart-detector.ts +39 -0
- package/corpus/templates/crm/server/lib/intelligence/summary.ts +19 -0
- package/corpus/templates/crm/server/lib/lifecycle.ts +634 -0
- package/corpus/templates/crm/server/lib/provider-api.ts +64 -0
- package/corpus/templates/crm/server/middleware/auth.ts +4 -0
- package/corpus/templates/crm/server/plugins/agent-chat.ts +65 -0
- package/corpus/templates/crm/server/plugins/auth.ts +14 -0
- package/corpus/templates/crm/server/plugins/core-routes.ts +17 -0
- package/corpus/templates/crm/server/plugins/db.ts +738 -0
- package/corpus/templates/crm/server/routes/[...page].get.ts +5 -0
- package/corpus/templates/crm/shared/crm-attributes.ts +469 -0
- package/corpus/templates/crm/shared/crm-automation-recipes.ts +132 -0
- package/corpus/templates/crm/shared/crm-contract.ts +417 -0
- package/corpus/templates/crm/shared/crm-navigation.ts +190 -0
- package/corpus/templates/crm/shared/crm-sales-config.ts +63 -0
- package/corpus/templates/crm/ssr-entry.ts +11 -0
- package/corpus/templates/crm/tsconfig.json +24 -0
- package/corpus/templates/crm/vite.config.ts +15 -0
- package/corpus/templates/crm/vitest.config.ts +5 -0
- package/corpus/templates/design/app/i18n-data.ts +12 -12
- package/corpus/templates/design/changelog/2026-07-26-apply-design-updates-from-a-centered-top-toolbar-without-cov.md +6 -0
- package/corpus/toolkit/CHANGELOG.md +6 -0
- package/corpus/toolkit/package.json +1 -1
- package/corpus/toolkit/src/editor/useCollabReconcile.ts +14 -1
- package/dist/cli/templates-meta.d.ts.map +1 -1
- package/dist/cli/templates-meta.js +12 -0
- package/dist/cli/templates-meta.js.map +1 -1
- package/dist/collab/routes.d.ts +2 -2
- package/dist/deploy/build.js +6 -0
- package/dist/deploy/build.js.map +1 -1
- package/dist/observability/routes.d.ts +3 -3
- package/dist/server/builder-browser.d.ts +13 -0
- package/dist/server/builder-browser.d.ts.map +1 -1
- package/dist/server/builder-browser.js +59 -0
- package/dist/server/builder-browser.js.map +1 -1
- package/dist/server/core-routes-plugin.d.ts.map +1 -1
- package/dist/server/core-routes-plugin.js +10 -5
- package/dist/server/core-routes-plugin.js.map +1 -1
- package/dist/server/transcribe-voice.d.ts +1 -1
- package/package.json +2 -2
- package/src/cli/templates-meta.ts +12 -0
- package/src/deploy/build.ts +8 -0
- package/src/server/builder-browser.ts +76 -0
- package/src/server/core-routes-plugin.ts +15 -5
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import { defineAction } from "@agent-native/core/action";
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import { writeAppStateForCurrentTab } from "@agent-native/core/application-state";
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import { z } from "zod";
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import {
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CRM_RECORD_KINDS,
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CRM_SETTINGS_SECTIONS,
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CRM_VIEWS,
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crmNavigationPath,
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} from "../shared/crm-navigation.js";
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export default defineAction({
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description:
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"Navigate the CRM UI to work, the record grid, one record, lists, a saved view, a list or view board, tasks, proposals, a dashboard, Ask CRM, setup, or one settings tab.",
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schema: z.object({
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view: z.enum(CRM_VIEWS),
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recordId: z
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.string()
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.trim()
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.min(1)
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.max(200)
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.optional()
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.describe("Required for view=record."),
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listId: z
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.string()
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.trim()
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.min(1)
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.max(200)
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.optional()
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.describe(
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"Opens that list on the /views surface. A board needs this or viewId.",
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),
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viewId: z
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.string()
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.trim()
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.min(1)
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.max(200)
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.optional()
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.describe("Saved view to open. A board needs this or listId."),
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dashboardId: z.string().trim().min(1).max(200).optional(),
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kind: z
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.enum(CRM_RECORD_KINDS)
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.optional()
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.describe("Record kind tab for view=records."),
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query: z.string().trim().max(200).optional(),
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settingsSection: z.enum(CRM_SETTINGS_SECTIONS).optional(),
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}),
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http: false,
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run: async (args) => {
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const path = crmNavigationPath(args);
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await writeAppStateForCurrentTab("navigate", { ...args, path });
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return { navigatingTo: path };
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},
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});
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import { createProviderApiCatalogAction } from "@agent-native/core/provider-api/actions/provider-api";
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import { z } from "zod";
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import {
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CRM_PROVIDER_API_IDS,
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getCrmProviderApiRuntime,
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} from "../server/lib/provider-api.js";
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const ProviderSchema = z.enum(CRM_PROVIDER_API_IDS);
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export default createProviderApiCatalogAction(getCrmProviderApiRuntime(), {
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description:
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"List the raw HubSpot and Salesforce API capabilities available through CRM's granted workspace connections. Use before provider-api-request when a CRM convenience action cannot express an endpoint, filter, custom object, pagination mode, or API version. Returns metadata and examples, never secret values.",
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schema: z.object({
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provider: ProviderSchema.optional().describe(
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"Optional provider id to inspect: hubspot or salesforce.",
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),
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}),
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http: { method: "GET" },
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guidance:
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"CRM actions are convenience workflows, not a provider capability limit. For an exact HubSpot or Salesforce endpoint, inspect its catalog and docs before provider-api-request. For broad work, stage a bounded paginated result, reduce it with query-staged-dataset or a data program, and report the scope, row count, pagination status, truncation, and gaps.",
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});
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import { createProviderApiDocsAction } from "@agent-native/core/provider-api/actions/provider-api";
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import { z } from "zod";
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import {
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CRM_PROVIDER_API_IDS,
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getCrmProviderApiRuntime,
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} from "../server/lib/provider-api.js";
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const ProviderSchema = z.enum(CRM_PROVIDER_API_IDS);
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const BooleanFromQuerySchema = z.preprocess(
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(value) => (typeof value === "string" ? value === "true" : value),
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z.boolean(),
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);
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export default createProviderApiDocsAction(getCrmProviderApiRuntime(), {
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description:
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"Inspect HubSpot or Salesforce API documentation before an exact provider-api-request when the endpoint, object schema, field, filter operator, relationship, or pagination contract is uncertain.",
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schema: z.object({
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provider: ProviderSchema.describe("Provider whose API docs to inspect."),
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url: z
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.string()
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.url()
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.optional()
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.describe(
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"Optional public provider docs/spec URL. The provider catalog returns curated starting URLs.",
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),
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maxBytes: z.coerce
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.int()
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.min(1_000)
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.optional(),
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maxChars: z.coerce.number().int().min(1).max(200_000).optional(),
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responseMode: z
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.enum(["auto", "raw", "text", "markdown", "links", "metadata", "matches"])
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.optional(),
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extract: z.enum(["readability", "all-visible", "none"]).optional(),
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includeLinks: BooleanFromQuerySchema.optional(),
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search: z
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.object({
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query: z.union([z.string(), z.array(z.string())]).optional(),
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queries: z.array(z.string()).optional(),
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terms: z.array(z.string()).optional(),
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regex: z.string().optional(),
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regexFlags: z.string().optional(),
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source: z.enum(["extracted", "raw"]).optional(),
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maxMatches: z.coerce.number().int().min(1).max(500).optional(),
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contextChars: z.coerce.number().int().min(0).max(1_000).optional(),
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caseSensitive: BooleanFromQuerySchema.optional(),
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})
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.optional(),
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}),
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http: { method: "GET" },
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});
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import { createProviderApiRequestAction } from "@agent-native/core/provider-api/actions/provider-api";
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import { getCredentialContext } from "@agent-native/core/server/request-context";
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import { z } from "zod";
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import {
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CRM_APP_ID,
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CRM_PROVIDER_API_IDS,
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getCrmProviderApiRuntime,
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} from "../server/lib/provider-api.js";
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const ProviderSchema = z.enum(CRM_PROVIDER_API_IDS);
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const MethodSchema = z.enum(["GET", "HEAD"]);
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const PaginationSchema = z
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.object({
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nextCursorPath: z.string().optional(),
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cursorParam: z.string().optional(),
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pageParam: z.string().optional(),
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startPage: z.coerce.number().int().optional(),
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offsetParam: z.string().optional(),
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pageSize: z.coerce.number().int().min(1).optional(),
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maxPages: z.coerce.number().int().min(1).max(200).optional(),
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})
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.optional();
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export default createProviderApiRequestAction(getCrmProviderApiRuntime(), {
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description:
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"Make an exact read-only authenticated HubSpot or Salesforce GET or HEAD request through a CRM-granted workspace connection. This is the flexible escape hatch for custom object, field, relationship, pagination, and API-version reads that CRM convenience actions do not model. It is host-constrained, access-scoped to the granted connection, and redacts secrets. Provider writes must use revision-aware CRM proposals, never this action. Use stageAs for large results instead of returning raw provider payloads to chat.",
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schema: z
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.object({
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provider: ProviderSchema.describe("CRM provider: hubspot or salesforce."),
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method: MethodSchema.default("GET"),
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path: z
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.string()
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.min(1)
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.describe(
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"Provider API path, or a full URL on the selected connection's allowed provider host.",
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),
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query: z.unknown().optional(),
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headers: z.record(z.string(), z.unknown()).optional(),
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auth: z.enum(["default", "none"]).default("default"),
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connectionId: z
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.string()
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.trim()
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.min(1)
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.optional()
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.describe(
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"Granted workspace connection id. Required for Salesforce so its actor-bound token and instance URL stay coupled.",
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),
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timeoutMs: z.coerce.number().int().min(1_000).max(120_000).optional(),
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maxBytes: z.coerce
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.number()
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.int()
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.min(1_000)
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.max(4 * 1024 * 1024)
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.optional(),
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stageAs: z
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.string()
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.min(1)
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.optional()
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61
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.describe(
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62
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"Store response items as a caller-scoped scratch dataset and return a compact summary.",
|
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63
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),
|
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64
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itemsPath: z.string().optional(),
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65
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pagination: PaginationSchema.describe(
|
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66
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+
"Server-side query-string pagination for a staged response. Use the provider's catalog/docs to choose its cursor fields.",
|
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67
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+
),
|
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68
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saveToFile: z.string().optional(),
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69
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fetchAllPages: z
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.object({
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cursorPath: z.string(),
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cursorParam: z.string().optional(),
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73
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itemsPath: z.string().optional(),
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74
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maxPages: z.coerce.number().int().min(1).max(50).optional(),
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75
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+
})
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76
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.optional(),
|
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77
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})
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78
|
+
.superRefine((value, ctx) => {
|
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79
|
+
if (value.provider === "salesforce" && !value.connectionId) {
|
|
80
|
+
ctx.addIssue({
|
|
81
|
+
code: "custom",
|
|
82
|
+
path: ["connectionId"],
|
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83
|
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message:
|
|
84
|
+
"Salesforce provider reads require the granted workspace connection id.",
|
|
85
|
+
});
|
|
86
|
+
}
|
|
87
|
+
}),
|
|
88
|
+
appId: CRM_APP_ID,
|
|
89
|
+
getOwnerEmail: () => getCredentialContext()?.userEmail ?? null,
|
|
90
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+
http: false,
|
|
91
|
+
toolCallable: false,
|
|
92
|
+
});
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@@ -0,0 +1,44 @@
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1
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import { createQueryStagedDatasetAction } from "@agent-native/core/provider-api/actions/staged-datasets";
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2
|
+
import { z } from "zod";
|
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3
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+
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4
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import { CRM_APP_ID } from "../server/lib/provider-api.js";
|
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5
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6
|
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const WhereSchema = z.object({
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7
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column: z.string().min(1),
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8
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op: z.enum([
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"equals",
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10
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"not_equals",
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11
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"contains",
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12
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"not_contains",
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"gt",
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"gte",
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"lt",
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"lte",
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"exists",
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"not_exists",
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]),
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value: z.unknown().optional(),
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});
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const AggregateSchema = z.object({
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column: z.string().min(1),
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op: z.enum(["sum", "avg", "count", "min", "max", "count_distinct"]),
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as: z.string().optional(),
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});
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export default createQueryStagedDatasetAction({
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description:
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"Filter, project, sort, or aggregate a caller-scoped staged CRM provider dataset without re-fetching the provider. For exhaustive CRM analysis, stage every bounded page first and report the dataset's source scope, row count, pagination status, truncation, and gaps.",
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schema: z.object({
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datasetId: z.string().min(1),
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where: z.array(WhereSchema).optional(),
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groupBy: z.array(z.string().min(1)).optional(),
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aggregate: z.array(AggregateSchema).optional(),
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select: z.array(z.string().min(1)).optional(),
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orderBy: z.string().optional(),
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orderDir: z.enum(["asc", "desc"]).optional(),
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limit: z.coerce.number().int().min(1).max(10_000).optional(),
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}),
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http: false,
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appId: CRM_APP_ID,
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});
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@@ -0,0 +1,160 @@
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1
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import { defineAction } from "@agent-native/core/action";
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import { accessFilter, assertAccess } from "@agent-native/core/sharing";
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import { and, eq, inArray } from "drizzle-orm";
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import { z } from "zod";
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import { isSafeCrmEvidenceExcerpt } from "../server/crm/crm-field-firewall.js";
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import { getDb, schema } from "../server/db/index.js";
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import {
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9
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crmSignalIdempotencyKey,
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signalTupleError,
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} from "./_crm-signal-utils.js";
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const insightSchema = z.object({
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evidenceId: z.string().trim().min(1).max(128),
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kind: z.enum(["call-summary", "next-step"]),
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label: z.string().trim().min(1).max(120),
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summary: z.string().trim().min(1).max(1_200).refine(isSafeCrmEvidenceExcerpt),
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quote: z
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+
.string()
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.trim()
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+
.max(1_200)
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|
+
.refine(isSafeCrmEvidenceExcerpt)
|
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+
.optional(),
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quoteSeconds: z.coerce.number().finite().min(0).max(86_400),
|
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+
});
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26
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+
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27
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+
export default defineAction({
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+
description:
|
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29
|
+
"Atomically record a bounded, evidence-cited call recap or next-step set produced through agent chat. No transcript body or raw model response is accepted.",
|
|
30
|
+
schema: z.object({
|
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31
|
+
runId: z.string().trim().min(1).max(128),
|
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32
|
+
recordId: z.string().trim().min(1).max(128),
|
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33
|
+
insights: z.array(insightSchema).min(1).max(20),
|
|
34
|
+
model: z.string().trim().min(1).max(120),
|
|
35
|
+
modelVersion: z.string().trim().max(120).optional(),
|
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36
|
+
idempotencyKey: z.string().trim().min(1).max(180),
|
|
37
|
+
}),
|
|
38
|
+
run: async (args, ctx) => {
|
|
39
|
+
await Promise.all([
|
|
40
|
+
assertAccess("crm-record", args.recordId, "editor"),
|
|
41
|
+
assertAccess("crm-signal-run", args.runId, "editor"),
|
|
42
|
+
...args.insights.map((item) =>
|
|
43
|
+
assertAccess("crm-call-evidence", item.evidenceId, "viewer"),
|
|
44
|
+
),
|
|
45
|
+
]);
|
|
46
|
+
const db = getDb();
|
|
47
|
+
const [run] = await db
|
|
48
|
+
.select()
|
|
49
|
+
.from(schema.crmSignalRuns)
|
|
50
|
+
.where(
|
|
51
|
+
and(
|
|
52
|
+
eq(schema.crmSignalRuns.id, args.runId),
|
|
53
|
+
accessFilter(schema.crmSignalRuns, schema.crmSignalRunShares),
|
|
54
|
+
),
|
|
55
|
+
)
|
|
56
|
+
.limit(1);
|
|
57
|
+
const evidenceIds = [
|
|
58
|
+
...new Set(args.insights.map((item) => item.evidenceId)),
|
|
59
|
+
];
|
|
60
|
+
const evidence = await db
|
|
61
|
+
.select()
|
|
62
|
+
.from(schema.crmCallEvidence)
|
|
63
|
+
.where(
|
|
64
|
+
and(
|
|
65
|
+
inArray(schema.crmCallEvidence.id, evidenceIds),
|
|
66
|
+
accessFilter(schema.crmCallEvidence, schema.crmCallEvidenceShares),
|
|
67
|
+
),
|
|
68
|
+
)
|
|
69
|
+
.limit(20);
|
|
70
|
+
if (
|
|
71
|
+
!run ||
|
|
72
|
+
run.kind !== "summary" ||
|
|
73
|
+
run.recordId !== args.recordId ||
|
|
74
|
+
evidence.length !== evidenceIds.length ||
|
|
75
|
+
evidence.some((item) => item.recordId !== args.recordId)
|
|
76
|
+
)
|
|
77
|
+
signalTupleError(
|
|
78
|
+
"The summary run, evidence, and record do not form an accessible tuple.",
|
|
79
|
+
);
|
|
80
|
+
const byId = new Map(evidence.map((item) => [item.id, item]));
|
|
81
|
+
const now = new Date().toISOString();
|
|
82
|
+
const rows: Array<typeof schema.crmSignals.$inferInsert> = [];
|
|
83
|
+
for (const [index, item] of args.insights.entries()) {
|
|
84
|
+
const source = byId.get(item.evidenceId)!;
|
|
85
|
+
const excerpt = source.quote.trim() || source.summary.trim();
|
|
86
|
+
if (item.quote && !excerpt.includes(item.quote))
|
|
87
|
+
throw new Error(
|
|
88
|
+
"Every insight quote must be an exact substring of its stored bounded evidence excerpt.",
|
|
89
|
+
);
|
|
90
|
+
const start = source.startSeconds ?? 0;
|
|
91
|
+
if (
|
|
92
|
+
item.quoteSeconds < start ||
|
|
93
|
+
(source.endSeconds !== null && item.quoteSeconds > source.endSeconds)
|
|
94
|
+
)
|
|
95
|
+
throw new Error(
|
|
96
|
+
"Every insight timestamp must fall inside its evidence excerpt.",
|
|
97
|
+
);
|
|
98
|
+
const idem = await crmSignalIdempotencyKey(
|
|
99
|
+
ctx,
|
|
100
|
+
args.recordId,
|
|
101
|
+
`${args.idempotencyKey}:${index}`,
|
|
102
|
+
);
|
|
103
|
+
rows.push({
|
|
104
|
+
id: crypto.randomUUID(),
|
|
105
|
+
runId: args.runId,
|
|
106
|
+
trackerId: null,
|
|
107
|
+
recordId: args.recordId,
|
|
108
|
+
evidenceId: item.evidenceId,
|
|
109
|
+
kind: item.kind,
|
|
110
|
+
label: item.label,
|
|
111
|
+
quote: item.quote ?? "",
|
|
112
|
+
speaker: source.speaker,
|
|
113
|
+
startSeconds: item.quoteSeconds,
|
|
114
|
+
endSeconds: source.endSeconds,
|
|
115
|
+
summary: item.summary,
|
|
116
|
+
confidence: 100,
|
|
117
|
+
detector: "agent",
|
|
118
|
+
model: args.model,
|
|
119
|
+
modelVersion: args.modelVersion ?? null,
|
|
120
|
+
reviewStatus: "unreviewed",
|
|
121
|
+
idempotencyKey: idem.key,
|
|
122
|
+
...idem.scope,
|
|
123
|
+
createdAt: now,
|
|
124
|
+
updatedAt: now,
|
|
125
|
+
});
|
|
126
|
+
}
|
|
127
|
+
const existing = await db
|
|
128
|
+
.select({ key: schema.crmSignals.idempotencyKey })
|
|
129
|
+
.from(schema.crmSignals)
|
|
130
|
+
.where(
|
|
131
|
+
and(
|
|
132
|
+
inArray(
|
|
133
|
+
schema.crmSignals.idempotencyKey,
|
|
134
|
+
rows.map((row) => row.idempotencyKey),
|
|
135
|
+
),
|
|
136
|
+
accessFilter(schema.crmSignals, schema.crmSignalShares),
|
|
137
|
+
),
|
|
138
|
+
);
|
|
139
|
+
const existingKeys = new Set(existing.map((item) => item.key));
|
|
140
|
+
const pending = rows.filter((row) => !existingKeys.has(row.idempotencyKey));
|
|
141
|
+
await db.transaction(async (tx) => {
|
|
142
|
+
if (pending.length) await tx.insert(schema.crmSignals).values(pending);
|
|
143
|
+
await tx
|
|
144
|
+
.update(schema.crmSignalRuns)
|
|
145
|
+
.set({
|
|
146
|
+
status: "completed",
|
|
147
|
+
model: args.model,
|
|
148
|
+
modelVersion: args.modelVersion ?? null,
|
|
149
|
+
completedAt: now,
|
|
150
|
+
updatedAt: now,
|
|
151
|
+
})
|
|
152
|
+
.where(eq(schema.crmSignalRuns.id, args.runId));
|
|
153
|
+
});
|
|
154
|
+
return {
|
|
155
|
+
created: pending.length,
|
|
156
|
+
replayed: rows.length - pending.length,
|
|
157
|
+
signalIds: pending.map((row) => row.id),
|
|
158
|
+
};
|
|
159
|
+
},
|
|
160
|
+
});
|
|
@@ -0,0 +1,150 @@
|
|
|
1
|
+
import { defineAction } from "@agent-native/core/action";
|
|
2
|
+
import { accessFilter, assertAccess } from "@agent-native/core/sharing";
|
|
3
|
+
import { and, eq } from "drizzle-orm";
|
|
4
|
+
import { z } from "zod";
|
|
5
|
+
|
|
6
|
+
import { isSafeCrmEvidenceExcerpt } from "../server/crm/crm-field-firewall.js";
|
|
7
|
+
import { getDb, schema } from "../server/db/index.js";
|
|
8
|
+
import {
|
|
9
|
+
crmSignalIdempotencyKey,
|
|
10
|
+
signalTupleError,
|
|
11
|
+
} from "./_crm-signal-utils.js";
|
|
12
|
+
|
|
13
|
+
export default defineAction({
|
|
14
|
+
description:
|
|
15
|
+
"Record one delegated-agent detector hit only after grounding it to an access-scoped evidence excerpt and queued smart run.",
|
|
16
|
+
schema: z.object({
|
|
17
|
+
runId: z.string().trim().min(1).max(128),
|
|
18
|
+
trackerId: z.string().trim().min(1).max(128),
|
|
19
|
+
recordId: z.string().trim().min(1).max(128),
|
|
20
|
+
evidenceId: z.string().trim().min(1).max(128),
|
|
21
|
+
quote: z.string().trim().min(1).max(1_200).refine(isSafeCrmEvidenceExcerpt),
|
|
22
|
+
confidence: z.coerce.number().finite().min(0).max(100),
|
|
23
|
+
model: z.string().trim().min(1).max(120),
|
|
24
|
+
modelVersion: z.string().trim().max(120).optional(),
|
|
25
|
+
idempotencyKey: z.string().trim().min(1).max(180),
|
|
26
|
+
}),
|
|
27
|
+
run: async (args, ctx) => {
|
|
28
|
+
await Promise.all([
|
|
29
|
+
assertAccess("crm-record", args.recordId, "editor"),
|
|
30
|
+
assertAccess("crm-signal-run", args.runId, "editor"),
|
|
31
|
+
assertAccess("crm-signal-tracker", args.trackerId, "viewer"),
|
|
32
|
+
assertAccess("crm-call-evidence", args.evidenceId, "viewer"),
|
|
33
|
+
]);
|
|
34
|
+
const db = getDb();
|
|
35
|
+
const [[run], [tracker], [evidence]] = await Promise.all([
|
|
36
|
+
db
|
|
37
|
+
.select()
|
|
38
|
+
.from(schema.crmSignalRuns)
|
|
39
|
+
.where(
|
|
40
|
+
and(
|
|
41
|
+
eq(schema.crmSignalRuns.id, args.runId),
|
|
42
|
+
accessFilter(schema.crmSignalRuns, schema.crmSignalRunShares),
|
|
43
|
+
),
|
|
44
|
+
)
|
|
45
|
+
.limit(1),
|
|
46
|
+
db
|
|
47
|
+
.select()
|
|
48
|
+
.from(schema.crmSignalTrackers)
|
|
49
|
+
.where(
|
|
50
|
+
and(
|
|
51
|
+
eq(schema.crmSignalTrackers.id, args.trackerId),
|
|
52
|
+
accessFilter(
|
|
53
|
+
schema.crmSignalTrackers,
|
|
54
|
+
schema.crmSignalTrackerShares,
|
|
55
|
+
),
|
|
56
|
+
),
|
|
57
|
+
)
|
|
58
|
+
.limit(1),
|
|
59
|
+
db
|
|
60
|
+
.select()
|
|
61
|
+
.from(schema.crmCallEvidence)
|
|
62
|
+
.where(
|
|
63
|
+
and(
|
|
64
|
+
eq(schema.crmCallEvidence.id, args.evidenceId),
|
|
65
|
+
accessFilter(schema.crmCallEvidence, schema.crmCallEvidenceShares),
|
|
66
|
+
),
|
|
67
|
+
)
|
|
68
|
+
.limit(1),
|
|
69
|
+
]);
|
|
70
|
+
if (
|
|
71
|
+
!run ||
|
|
72
|
+
!tracker ||
|
|
73
|
+
!evidence ||
|
|
74
|
+
run.kind !== "smart" ||
|
|
75
|
+
run.recordId !== args.recordId ||
|
|
76
|
+
run.trackerId !== args.trackerId ||
|
|
77
|
+
tracker.kind !== "smart" ||
|
|
78
|
+
evidence.recordId !== args.recordId
|
|
79
|
+
)
|
|
80
|
+
signalTupleError(
|
|
81
|
+
"The signal run, tracker, evidence, and record do not form an accessible tuple.",
|
|
82
|
+
);
|
|
83
|
+
const source = evidence.quote.trim() || evidence.summary.trim();
|
|
84
|
+
if (!source.includes(args.quote))
|
|
85
|
+
throw new Error(
|
|
86
|
+
"The signal quote must be an exact substring of the stored bounded evidence excerpt.",
|
|
87
|
+
);
|
|
88
|
+
const idem = await crmSignalIdempotencyKey(
|
|
89
|
+
ctx,
|
|
90
|
+
args.recordId,
|
|
91
|
+
args.idempotencyKey,
|
|
92
|
+
);
|
|
93
|
+
const [existing] = await db
|
|
94
|
+
.select()
|
|
95
|
+
.from(schema.crmSignals)
|
|
96
|
+
.where(
|
|
97
|
+
and(
|
|
98
|
+
eq(schema.crmSignals.idempotencyKey, idem.key),
|
|
99
|
+
accessFilter(schema.crmSignals, schema.crmSignalShares),
|
|
100
|
+
),
|
|
101
|
+
)
|
|
102
|
+
.limit(1);
|
|
103
|
+
if (existing) return existing;
|
|
104
|
+
const now = new Date().toISOString();
|
|
105
|
+
const id = crypto.randomUUID();
|
|
106
|
+
await db.transaction(async (tx) => {
|
|
107
|
+
await tx.insert(schema.crmSignals).values({
|
|
108
|
+
id,
|
|
109
|
+
runId: args.runId,
|
|
110
|
+
trackerId: args.trackerId,
|
|
111
|
+
recordId: args.recordId,
|
|
112
|
+
evidenceId: args.evidenceId,
|
|
113
|
+
kind: "moment",
|
|
114
|
+
label: tracker.name,
|
|
115
|
+
quote: args.quote,
|
|
116
|
+
speaker: evidence.speaker,
|
|
117
|
+
startSeconds: evidence.startSeconds,
|
|
118
|
+
endSeconds: evidence.endSeconds,
|
|
119
|
+
summary: "",
|
|
120
|
+
confidence: args.confidence,
|
|
121
|
+
detector: "agent",
|
|
122
|
+
model: args.model,
|
|
123
|
+
modelVersion: args.modelVersion ?? null,
|
|
124
|
+
reviewStatus: "unreviewed",
|
|
125
|
+
idempotencyKey: idem.key,
|
|
126
|
+
...idem.scope,
|
|
127
|
+
createdAt: now,
|
|
128
|
+
updatedAt: now,
|
|
129
|
+
});
|
|
130
|
+
await tx
|
|
131
|
+
.update(schema.crmSignalRuns)
|
|
132
|
+
.set({
|
|
133
|
+
status: "completed",
|
|
134
|
+
model: args.model,
|
|
135
|
+
modelVersion: args.modelVersion ?? null,
|
|
136
|
+
completedAt: now,
|
|
137
|
+
updatedAt: now,
|
|
138
|
+
})
|
|
139
|
+
.where(eq(schema.crmSignalRuns.id, args.runId));
|
|
140
|
+
});
|
|
141
|
+
const [saved] = await db
|
|
142
|
+
.select()
|
|
143
|
+
.from(schema.crmSignals)
|
|
144
|
+
.where(eq(schema.crmSignals.id, id))
|
|
145
|
+
.limit(1);
|
|
146
|
+
if (!saved)
|
|
147
|
+
throw new Error("CRM signal could not be verified after saving.");
|
|
148
|
+
return saved;
|
|
149
|
+
},
|
|
150
|
+
});
|
|
@@ -0,0 +1,79 @@
|
|
|
1
|
+
import { defineAction } from "@agent-native/core/action";
|
|
2
|
+
import { accessFilter } from "@agent-native/core/sharing";
|
|
3
|
+
import { and, eq } from "drizzle-orm";
|
|
4
|
+
import { z } from "zod";
|
|
5
|
+
|
|
6
|
+
import { getDb, schema } from "../server/db/index.js";
|
|
7
|
+
import { requireCrmListEntry } from "./_crm-list-utils.js";
|
|
8
|
+
|
|
9
|
+
export default defineAction({
|
|
10
|
+
description:
|
|
11
|
+
"Remove one entry from a CRM list. This deletes the list membership and the values held on that entry only. The underlying CRM record, its own attributes, and any other entries it has — in this list or another — are left completely intact. It is NOT a way to delete a record.",
|
|
12
|
+
schema: z.object({
|
|
13
|
+
entryId: z.string().trim().min(1).max(128),
|
|
14
|
+
}),
|
|
15
|
+
audit: {
|
|
16
|
+
target: (_args, result) => {
|
|
17
|
+
const entry = result as {
|
|
18
|
+
entryId: string;
|
|
19
|
+
ownerEmail: string;
|
|
20
|
+
orgId: string | null;
|
|
21
|
+
visibility: "private" | "org" | "public";
|
|
22
|
+
};
|
|
23
|
+
return {
|
|
24
|
+
type: "crm-list-entry",
|
|
25
|
+
id: entry.entryId,
|
|
26
|
+
ownerEmail: entry.ownerEmail,
|
|
27
|
+
orgId: entry.orgId,
|
|
28
|
+
visibility: entry.visibility,
|
|
29
|
+
};
|
|
30
|
+
},
|
|
31
|
+
summary: (args) => `Removed CRM list entry ${args.entryId}`,
|
|
32
|
+
},
|
|
33
|
+
run: async (args) => {
|
|
34
|
+
const db = getDb();
|
|
35
|
+
const entry = await requireCrmListEntry(db, args.entryId, "editor");
|
|
36
|
+
|
|
37
|
+
await db.transaction(async (tx) => {
|
|
38
|
+
// Entry-scoped value rows only: `entry_id` is the record-vs-entry
|
|
39
|
+
// discriminator, so the record's own attribute history is untouched.
|
|
40
|
+
await tx
|
|
41
|
+
.delete(schema.crmRecordFields)
|
|
42
|
+
.where(
|
|
43
|
+
and(
|
|
44
|
+
eq(schema.crmRecordFields.entryId, entry.id),
|
|
45
|
+
accessFilter(
|
|
46
|
+
schema.crmRecordFields,
|
|
47
|
+
schema.crmRecordFieldShares,
|
|
48
|
+
undefined,
|
|
49
|
+
"editor",
|
|
50
|
+
),
|
|
51
|
+
),
|
|
52
|
+
);
|
|
53
|
+
await tx
|
|
54
|
+
.delete(schema.crmListEntries)
|
|
55
|
+
.where(
|
|
56
|
+
and(
|
|
57
|
+
eq(schema.crmListEntries.id, entry.id),
|
|
58
|
+
accessFilter(
|
|
59
|
+
schema.crmListEntries,
|
|
60
|
+
schema.crmListEntryShares,
|
|
61
|
+
undefined,
|
|
62
|
+
"editor",
|
|
63
|
+
),
|
|
64
|
+
),
|
|
65
|
+
);
|
|
66
|
+
});
|
|
67
|
+
|
|
68
|
+
return {
|
|
69
|
+
entryId: entry.id,
|
|
70
|
+
listId: entry.listId,
|
|
71
|
+
recordId: entry.recordId,
|
|
72
|
+
removed: true as const,
|
|
73
|
+
recordDeleted: false as const,
|
|
74
|
+
ownerEmail: entry.ownerEmail,
|
|
75
|
+
orgId: entry.orgId,
|
|
76
|
+
visibility: entry.visibility,
|
|
77
|
+
};
|
|
78
|
+
},
|
|
79
|
+
});
|
|
@@ -0,0 +1,23 @@
|
|
|
1
|
+
import { defineAction, type ActionRunContext } from "@agent-native/core/action";
|
|
2
|
+
import { z } from "zod";
|
|
3
|
+
|
|
4
|
+
import { crmDashboardStore } from "../server/db/index.js";
|
|
5
|
+
import { requireDashboardAccess } from "./_crm-dashboard.js";
|
|
6
|
+
|
|
7
|
+
export default defineAction({
|
|
8
|
+
description:
|
|
9
|
+
"Restore one revision of an access-scoped CRM dashboard. The restore is revision-aware and fails if the dashboard changed concurrently.",
|
|
10
|
+
schema: z.object({
|
|
11
|
+
id: z.string().trim().min(1).max(200),
|
|
12
|
+
revisionId: z.string().trim().min(1).max(200),
|
|
13
|
+
}),
|
|
14
|
+
run: async ({ id, revisionId }, ctx?: ActionRunContext) => {
|
|
15
|
+
const dashboard = await crmDashboardStore.restore(
|
|
16
|
+
id,
|
|
17
|
+
revisionId,
|
|
18
|
+
requireDashboardAccess(ctx),
|
|
19
|
+
);
|
|
20
|
+
if (!dashboard) throw new Error("CRM dashboard revision was not found.");
|
|
21
|
+
return dashboard;
|
|
22
|
+
},
|
|
23
|
+
});
|