@agent-native/core 0.123.0 → 0.123.2

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Files changed (334) hide show
  1. package/corpus/README.md +1 -1
  2. package/corpus/core/CHANGELOG.md +24 -0
  3. package/corpus/core/package.json +1 -1
  4. package/corpus/core/src/cli/templates-meta.ts +12 -0
  5. package/corpus/core/src/deploy/build.ts +8 -0
  6. package/corpus/core/src/server/builder-browser.ts +76 -0
  7. package/corpus/core/src/server/core-routes-plugin.ts +15 -5
  8. package/corpus/templates/assets/app/global.css +0 -4
  9. package/corpus/templates/assets/app/routes/brand-kits.$id.tsx +195 -167
  10. package/corpus/templates/assets/changelog/2026-07-23-drafts-preview-panel-now-fills-the-full-width-with-a-large-p.md +6 -0
  11. package/corpus/templates/content/actions/_builder-cms-source-adapter.ts +1 -0
  12. package/corpus/templates/content/actions/_builder-cms-write-client.ts +55 -9
  13. package/corpus/templates/content/actions/_database-source-utils.ts +756 -182
  14. package/corpus/templates/content/actions/change-content-database-source-role.ts +21 -20
  15. package/corpus/templates/content/actions/execute-builder-source-execution.ts +49 -8
  16. package/corpus/templates/content/actions/materialize-builder-required-fields.ts +42 -9
  17. package/corpus/templates/content/actions/prepare-builder-source-review.ts +88 -90
  18. package/corpus/templates/content/actions/preview-builder-source-review.ts +4 -3
  19. package/corpus/templates/content/actions/refresh-content-database-source.ts +36 -9
  20. package/corpus/templates/content/actions/set-content-database-source-write-mode.ts +28 -24
  21. package/corpus/templates/content/app/components/editor/BubbleToolbar.tsx +62 -12
  22. package/corpus/templates/content/app/components/editor/DocumentEditor.tsx +91 -16
  23. package/corpus/templates/content/app/components/editor/DocumentProperties.tsx +15 -1
  24. package/corpus/templates/content/app/components/editor/SlashCommandMenu.tsx +234 -44
  25. package/corpus/templates/content/app/components/editor/VisualEditor.tsx +194 -16
  26. package/corpus/templates/content/app/components/editor/database/DatabaseView.tsx +95 -42
  27. package/corpus/templates/content/app/components/editor/database-sources/BuilderSourceReviewDialog.tsx +4 -2
  28. package/corpus/templates/content/app/components/editor/extensions/CodeBlockNode.tsx +10 -166
  29. package/corpus/templates/content/app/components/editor/extensions/VideoBlock.tsx +32 -8
  30. package/corpus/templates/content/app/components/editor/extensions/VideoNode.ts +14 -0
  31. package/corpus/templates/content/app/components/editor/registrySlashItems.ts +5 -1
  32. package/corpus/templates/content/app/hooks/use-content-database.ts +59 -2
  33. package/corpus/templates/content/app/hooks/use-documents.ts +18 -26
  34. package/corpus/templates/content/app/root.tsx +1 -6
  35. package/corpus/templates/content/changelog/2026-07-24-builder-can-now-publish-approved-updates-to-entries-that-are.md +6 -0
  36. package/corpus/templates/content/changelog/2026-07-24-builder-collection-loading-no-longer-restarts-from-the-begin.md +6 -0
  37. package/corpus/templates/content/changelog/2026-07-24-builder-connections-now-complete-securely-from-netlify-deplo.md +6 -0
  38. package/corpus/templates/content/changelog/2026-07-24-builder-draft-creation-now-scopes-execution-to-the-selected-.md +6 -0
  39. package/corpus/templates/content/changelog/2026-07-24-builder-review-now-distinguishes-preparing-a-safe-dry-run-from.md +6 -0
  40. package/corpus/templates/content/changelog/2026-07-24-builder-source-imports-now-recover-from-a-transient-paginati.md +6 -0
  41. package/corpus/templates/content/changelog/2026-07-24-builder-source-refresh-now-preserves-the-provider-bound-fiel.md +6 -0
  42. package/corpus/templates/content/changelog/2026-07-24-builder-update-reviews-now-open-reliably-on-large-collection.md +6 -0
  43. package/corpus/templates/content/changelog/2026-07-24-builder-write-policy-controls-now-reflect-successful-changes.md +6 -0
  44. package/corpus/templates/content/changelog/2026-07-24-date-properties-now-save-reliably-when-selected-with-the-nat.md +6 -0
  45. package/corpus/templates/content/changelog/2026-07-24-editor-slash-search-now-keeps-multi-word-block-names-open.md +6 -0
  46. package/corpus/templates/content/changelog/2026-07-24-exact-editor-slash-commands-now-execute-on-enter-even-if-the.md +6 -0
  47. package/corpus/templates/content/changelog/2026-07-24-new-collaborative-pages-now-save-their-first-edits.md +6 -0
  48. package/corpus/templates/content/changelog/2026-07-24-new-local-builder-rows-no-longer-remain-locked-behind-a-none.md +6 -0
  49. package/corpus/templates/content/changelog/2026-07-24-opening-or-closing-a-collaborative-document-no-longer-lets-u.md +6 -0
  50. package/corpus/templates/content/changelog/2026-07-24-selected-text-now-opens-the-link-editor-with-command-k-or-co.md +6 -0
  51. package/corpus/templates/content/changelog/2026-07-24-slash-menu-block-choices-no-longer-stall-pointer-interaction.md +6 -0
  52. package/corpus/templates/content/changelog/2026-07-24-uploaded-and-embedded-media-now-stay-intact-while-collaborative-document-drafts-save.md +6 -0
  53. package/corpus/templates/content/changelog/2026-07-24-video-link-insertion-now-keeps-its-source-panel-open-while-t.md +6 -0
  54. package/corpus/templates/content/changelog/2026-07-26-builder-publishing-now-shows-safe-validation-details-instead.md +6 -0
  55. package/corpus/templates/content/changelog/2026-07-26-builder-reviews-stay-responsive-on-large-collections-and-pre.md +6 -0
  56. package/corpus/templates/content/changelog/2026-07-26-collaborative-documents-no-longer-flash-duplicated-recent-bl.md +6 -0
  57. package/corpus/templates/content/changelog/2026-07-26-corrected-builder-updates-are-now-reviewed-separately-from-f.md +6 -0
  58. package/corpus/templates/content/changelog/2026-07-26-documents-now-remain-read-only-until-their-live-collaborativ.md +6 -0
  59. package/corpus/templates/content/changelog/2026-07-26-slash-command-menus-now-stay-reachable-when-editing-near-the.md +6 -0
  60. package/corpus/templates/content/changelog/2026-07-26-the-slash-menu-now-shows-one-clear-callout-choice-instead-of.md +6 -0
  61. package/corpus/templates/content/shared/api.ts +1 -0
  62. package/corpus/templates/content/shared/builder-mdx.ts +73 -16
  63. package/corpus/templates/crm/.agents/skills/agent-native-docs/SKILL.md +115 -0
  64. package/corpus/templates/crm/.agents/skills/agent-native-toolkit/SKILL.md +177 -0
  65. package/corpus/templates/crm/.agents/skills/crm/SKILL.md +205 -0
  66. package/corpus/templates/crm/.agents/skills/customizing-agent-native/SKILL.md +220 -0
  67. package/corpus/templates/crm/.agents/skills/feature-flags/SKILL.md +169 -0
  68. package/corpus/templates/crm/.agents/skills/sharing/SKILL.md +228 -0
  69. package/corpus/templates/crm/.agents/skills/storing-data/SKILL.md +178 -0
  70. package/corpus/templates/crm/.agents/skills/upgrade-agent-native/SKILL.md +122 -0
  71. package/corpus/templates/crm/.env.example +5 -0
  72. package/corpus/templates/crm/AGENTS.md +82 -0
  73. package/corpus/templates/crm/CHANGELOG.md +25 -0
  74. package/corpus/templates/crm/DEVELOPING.md +66 -0
  75. package/corpus/templates/crm/README.md +122 -0
  76. package/corpus/templates/crm/_gitignore +12 -0
  77. package/corpus/templates/crm/actions/_crm-action-utils.ts +98 -0
  78. package/corpus/templates/crm/actions/_crm-attribute-utils.ts +219 -0
  79. package/corpus/templates/crm/actions/_crm-dashboard.ts +69 -0
  80. package/corpus/templates/crm/actions/_crm-data-program-actions.ts +15 -0
  81. package/corpus/templates/crm/actions/_crm-list-utils.ts +775 -0
  82. package/corpus/templates/crm/actions/_crm-signal-utils.ts +79 -0
  83. package/corpus/templates/crm/actions/add-crm-record-to-list.ts +164 -0
  84. package/corpus/templates/crm/actions/apply-crm-proposals.ts +291 -0
  85. package/corpus/templates/crm/actions/archive-crm-attribute.ts +69 -0
  86. package/corpus/templates/crm/actions/attach-call-evidence.ts +170 -0
  87. package/corpus/templates/crm/actions/configure-crm-connection.ts +126 -0
  88. package/corpus/templates/crm/actions/configure-native-crm.ts +44 -0
  89. package/corpus/templates/crm/actions/create-crm-attribute.ts +350 -0
  90. package/corpus/templates/crm/actions/create-crm-list.ts +194 -0
  91. package/corpus/templates/crm/actions/create-crm-record.ts +148 -0
  92. package/corpus/templates/crm/actions/create-crm-signal-tracker.ts +58 -0
  93. package/corpus/templates/crm/actions/delete-crm-saved-view.ts +68 -0
  94. package/corpus/templates/crm/actions/delete-staged-dataset.ts +14 -0
  95. package/corpus/templates/crm/actions/estimate-crm-enrichment.ts +229 -0
  96. package/corpus/templates/crm/actions/find-crm-duplicates.ts +87 -0
  97. package/corpus/templates/crm/actions/get-crm-automation-recipe.ts +36 -0
  98. package/corpus/templates/crm/actions/get-crm-dashboard-panel.ts +35 -0
  99. package/corpus/templates/crm/actions/get-crm-dashboard.ts +14 -0
  100. package/corpus/templates/crm/actions/get-crm-overview.ts +13 -0
  101. package/corpus/templates/crm/actions/get-crm-pipeline-data.ts +61 -0
  102. package/corpus/templates/crm/actions/get-crm-record-page.ts +287 -0
  103. package/corpus/templates/crm/actions/get-crm-record.ts +75 -0
  104. package/corpus/templates/crm/actions/get-crm-workspace.ts +364 -0
  105. package/corpus/templates/crm/actions/install-crm-pipeline-dashboard.ts +81 -0
  106. package/corpus/templates/crm/actions/list-crm-attributes.ts +71 -0
  107. package/corpus/templates/crm/actions/list-crm-connections.ts +68 -0
  108. package/corpus/templates/crm/actions/list-crm-dashboard-revisions.ts +15 -0
  109. package/corpus/templates/crm/actions/list-crm-dashboards.ts +15 -0
  110. package/corpus/templates/crm/actions/list-crm-enrichment-slots.ts +28 -0
  111. package/corpus/templates/crm/actions/list-crm-list-entries.ts +192 -0
  112. package/corpus/templates/crm/actions/list-crm-lists.ts +80 -0
  113. package/corpus/templates/crm/actions/list-crm-proposals.ts +55 -0
  114. package/corpus/templates/crm/actions/list-crm-record-field-history.ts +201 -0
  115. package/corpus/templates/crm/actions/list-crm-record-values.ts +200 -0
  116. package/corpus/templates/crm/actions/list-crm-records.ts +103 -0
  117. package/corpus/templates/crm/actions/list-crm-saved-views.ts +66 -0
  118. package/corpus/templates/crm/actions/list-crm-signal-hits.ts +43 -0
  119. package/corpus/templates/crm/actions/list-crm-signal-trackers.ts +32 -0
  120. package/corpus/templates/crm/actions/list-crm-tasks.ts +22 -0
  121. package/corpus/templates/crm/actions/list-staged-datasets.ts +14 -0
  122. package/corpus/templates/crm/actions/list-workspace-connections.ts +47 -0
  123. package/corpus/templates/crm/actions/manage-crm-attribute-option.ts +272 -0
  124. package/corpus/templates/crm/actions/manage-crm-signal-tracker.ts +87 -0
  125. package/corpus/templates/crm/actions/manage-crm-task.ts +132 -0
  126. package/corpus/templates/crm/actions/merge-crm-records.ts +691 -0
  127. package/corpus/templates/crm/actions/navigate.ts +54 -0
  128. package/corpus/templates/crm/actions/provider-api-catalog.ts +22 -0
  129. package/corpus/templates/crm/actions/provider-api-docs.ts +54 -0
  130. package/corpus/templates/crm/actions/provider-api-request.ts +92 -0
  131. package/corpus/templates/crm/actions/query-staged-dataset.ts +44 -0
  132. package/corpus/templates/crm/actions/record-crm-call-insight.ts +160 -0
  133. package/corpus/templates/crm/actions/record-crm-smart-signal.ts +150 -0
  134. package/corpus/templates/crm/actions/remove-crm-list-entry.ts +79 -0
  135. package/corpus/templates/crm/actions/restore-crm-dashboard-revision.ts +23 -0
  136. package/corpus/templates/crm/actions/review-crm-signal.ts +31 -0
  137. package/corpus/templates/crm/actions/run-crm-attribute-fill.ts +443 -0
  138. package/corpus/templates/crm/actions/run-crm-enrichment.ts +647 -0
  139. package/corpus/templates/crm/actions/run-crm-saved-view-program.ts +103 -0
  140. package/corpus/templates/crm/actions/run-crm-signal-trackers.ts +265 -0
  141. package/corpus/templates/crm/actions/run.ts +7 -0
  142. package/corpus/templates/crm/actions/save-crm-dashboard.ts +51 -0
  143. package/corpus/templates/crm/actions/save-crm-saved-view.ts +296 -0
  144. package/corpus/templates/crm/actions/sync-crm.ts +146 -0
  145. package/corpus/templates/crm/actions/update-crm-attribute.ts +111 -0
  146. package/corpus/templates/crm/actions/update-crm-list-entry.ts +102 -0
  147. package/corpus/templates/crm/actions/update-crm-list.ts +97 -0
  148. package/corpus/templates/crm/actions/update-crm-record.ts +543 -0
  149. package/corpus/templates/crm/actions/view-screen.ts +324 -0
  150. package/corpus/templates/crm/agent-native.app-skill.json +69 -0
  151. package/corpus/templates/crm/app/components/crm/CreateCrmRecordDialog.tsx +158 -0
  152. package/corpus/templates/crm/app/components/crm/CrmDashboardPanel.tsx +78 -0
  153. package/corpus/templates/crm/app/components/crm/CrmSignalsPanel.tsx +220 -0
  154. package/corpus/templates/crm/app/components/crm/IntelligenceSettings.tsx +414 -0
  155. package/corpus/templates/crm/app/components/crm/RecordActions.tsx +648 -0
  156. package/corpus/templates/crm/app/components/crm/RecordGrid.tsx +488 -0
  157. package/corpus/templates/crm/app/components/crm/RecordWorkspace.tsx +232 -0
  158. package/corpus/templates/crm/app/components/crm/SavedViewDataProgram.tsx +93 -0
  159. package/corpus/templates/crm/app/components/crm/Surface.tsx +97 -0
  160. package/corpus/templates/crm/app/components/crm/WorkOverview.tsx +180 -0
  161. package/corpus/templates/crm/app/components/crm/board/CrmBoard.tsx +988 -0
  162. package/corpus/templates/crm/app/components/crm/board/board-model.ts +399 -0
  163. package/corpus/templates/crm/app/components/crm/board/entry-filter.ts +150 -0
  164. package/corpus/templates/crm/app/components/crm/board/view-draft.ts +227 -0
  165. package/corpus/templates/crm/app/components/crm/grid/CrmGrid.tsx +1033 -0
  166. package/corpus/templates/crm/app/components/crm/grid/GridCell.tsx +620 -0
  167. package/corpus/templates/crm/app/components/crm/grid/clipboard.ts +84 -0
  168. package/corpus/templates/crm/app/components/crm/grid/model.ts +304 -0
  169. package/corpus/templates/crm/app/components/crm/grid/navigation.ts +220 -0
  170. package/corpus/templates/crm/app/components/crm/grid/query.ts +214 -0
  171. package/corpus/templates/crm/app/components/crm/record/AttributePanel.tsx +192 -0
  172. package/corpus/templates/crm/app/components/crm/record/FieldHistory.tsx +179 -0
  173. package/corpus/templates/crm/app/components/crm/record/RecordHeader.tsx +103 -0
  174. package/corpus/templates/crm/app/components/crm/record/RecordLists.tsx +235 -0
  175. package/corpus/templates/crm/app/components/crm/record/RecordTabs.tsx +206 -0
  176. package/corpus/templates/crm/app/components/crm/record/field-editors.tsx +245 -0
  177. package/corpus/templates/crm/app/components/crm/record/record-data.ts +603 -0
  178. package/corpus/templates/crm/app/components/crm/settings/AdvancedSettings.tsx +49 -0
  179. package/corpus/templates/crm/app/components/crm/settings/AttributeOptionsEditor.tsx +441 -0
  180. package/corpus/templates/crm/app/components/crm/settings/ConnectionSettings.tsx +169 -0
  181. package/corpus/templates/crm/app/components/crm/settings/FieldsSettings.tsx +935 -0
  182. package/corpus/templates/crm/app/components/crm/settings/ListsSettings.tsx +339 -0
  183. package/corpus/templates/crm/app/components/crm/settings/settings-admin.ts +377 -0
  184. package/corpus/templates/crm/app/components/crm/shared/AttributeValueParts.tsx +69 -0
  185. package/corpus/templates/crm/app/components/crm/shared/attribute-value.ts +591 -0
  186. package/corpus/templates/crm/app/components/layout/CrmCommandMenu.tsx +556 -0
  187. package/corpus/templates/crm/app/components/layout/CrmLayout.tsx +130 -0
  188. package/corpus/templates/crm/app/components/layout/CrmSidebar.tsx +407 -0
  189. package/corpus/templates/crm/app/components/layout/command-palette-search.ts +126 -0
  190. package/corpus/templates/crm/app/components/layout/crm-ui-intents.ts +41 -0
  191. package/corpus/templates/crm/app/components/layout/sidebar-collapse.ts +40 -0
  192. package/corpus/templates/crm/app/components/layout/sidebar-lists.ts +109 -0
  193. package/corpus/templates/crm/app/components/ui/alert-dialog.tsx +1 -0
  194. package/corpus/templates/crm/app/components/ui/badge.tsx +1 -0
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  196. package/corpus/templates/crm/app/components/ui/card.tsx +1 -0
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  198. package/corpus/templates/crm/app/components/ui/dialog.tsx +1 -0
  199. package/corpus/templates/crm/app/components/ui/dropdown-menu.tsx +1 -0
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  203. package/corpus/templates/crm/app/components/ui/popover.tsx +1 -0
  204. package/corpus/templates/crm/app/components/ui/select.tsx +1 -0
  205. package/corpus/templates/crm/app/components/ui/sheet.tsx +1 -0
  206. package/corpus/templates/crm/app/components/ui/skeleton.tsx +1 -0
  207. package/corpus/templates/crm/app/components/ui/switch.tsx +1 -0
  208. package/corpus/templates/crm/app/components/ui/table.tsx +1 -0
  209. package/corpus/templates/crm/app/components/ui/tabs.tsx +1 -0
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  212. package/corpus/templates/crm/app/components/ui/tooltip.tsx +1 -0
  213. package/corpus/templates/crm/app/design-system.ts +3 -0
  214. package/corpus/templates/crm/app/entry.client.tsx +19 -0
  215. package/corpus/templates/crm/app/entry.server.tsx +10 -0
  216. package/corpus/templates/crm/app/global.css +167 -0
  217. package/corpus/templates/crm/app/hooks/use-keyboard-shortcuts.ts +206 -0
  218. package/corpus/templates/crm/app/hooks/use-navigation-state.ts +48 -0
  219. package/corpus/templates/crm/app/i18n/en-US.ts +684 -0
  220. package/corpus/templates/crm/app/i18n/index.ts +34 -0
  221. package/corpus/templates/crm/app/lib/dashboard.ts +13 -0
  222. package/corpus/templates/crm/app/lib/navigation.ts +17 -0
  223. package/corpus/templates/crm/app/lib/tab-id.ts +1 -0
  224. package/corpus/templates/crm/app/lib/types.ts +172 -0
  225. package/corpus/templates/crm/app/lib/utils.ts +1 -0
  226. package/corpus/templates/crm/app/root.tsx +93 -0
  227. package/corpus/templates/crm/app/routes/_index.tsx +26 -0
  228. package/corpus/templates/crm/app/routes/accounts.tsx +41 -0
  229. package/corpus/templates/crm/app/routes/agent.tsx +5 -0
  230. package/corpus/templates/crm/app/routes/ask.tsx +53 -0
  231. package/corpus/templates/crm/app/routes/dashboard.tsx +118 -0
  232. package/corpus/templates/crm/app/routes/lists.tsx +228 -0
  233. package/corpus/templates/crm/app/routes/opportunities.tsx +41 -0
  234. package/corpus/templates/crm/app/routes/people.tsx +41 -0
  235. package/corpus/templates/crm/app/routes/proposals.tsx +388 -0
  236. package/corpus/templates/crm/app/routes/records.$recordId.tsx +53 -0
  237. package/corpus/templates/crm/app/routes/records.tsx +64 -0
  238. package/corpus/templates/crm/app/routes/settings.tsx +118 -0
  239. package/corpus/templates/crm/app/routes/setup.tsx +308 -0
  240. package/corpus/templates/crm/app/routes/tasks.tsx +252 -0
  241. package/corpus/templates/crm/app/routes/views.tsx +683 -0
  242. package/corpus/templates/crm/app/routes.ts +19 -0
  243. package/corpus/templates/crm/app/vite-env.d.ts +6 -0
  244. 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
  245. package/corpus/templates/crm/changelog/2026-07-26-crm-now-finds-likely-duplicate-records-and-tells-you-exactly.md +6 -0
  246. package/corpus/templates/crm/changelog/2026-07-26-enrichment-now-shows-what-a-run-will-cost-before-it-starts-g.md +6 -0
  247. package/corpus/templates/crm/changelog/2026-07-26-lists-turn-any-set-of-records-into-a-pipeline-with-its-own-s.md +6 -0
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  281. package/corpus/templates/crm/server/db/crm-store.ts +1112 -0
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  284. package/corpus/templates/crm/server/lib/crm-query.ts +1558 -0
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  286. package/corpus/templates/crm/server/lib/enrichment-cost.ts +381 -0
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  294. package/corpus/templates/crm/server/lib/provider-api.ts +64 -0
  295. package/corpus/templates/crm/server/middleware/auth.ts +4 -0
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  305. package/corpus/templates/crm/shared/crm-sales-config.ts +63 -0
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  308. package/corpus/templates/crm/vite.config.ts +15 -0
  309. package/corpus/templates/crm/vitest.config.ts +5 -0
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  311. package/corpus/templates/design/changelog/2026-07-26-apply-design-updates-from-a-centered-top-toolbar-without-cov.md +6 -0
  312. package/corpus/toolkit/CHANGELOG.md +6 -0
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  334. package/src/server/core-routes-plugin.ts +15 -5
@@ -0,0 +1,227 @@
1
+ /**
2
+ * Unsaved view state and the three-way save fork.
3
+ *
4
+ * A draft (filter, sort, presentation, grouping) lives ONLY in the URL search
5
+ * params. That is the whole mechanism behind "a reload reverts": nothing is
6
+ * mirrored into component state that could outlive the address bar, and
7
+ * nothing is written back to `crm_saved_views` until the user picks a branch.
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+ * A shared view is never autosaved.
9
+ */
10
+
11
+ export const BOARD_DRAFT_PARAMS = {
12
+ mode: "mode",
13
+ group: "group",
14
+ filter: "filter",
15
+ sort: "sort",
16
+ } as const;
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+
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+ /** A draft param that cannot be read. Never coerced to "no draft". */
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+ export class BoardDraftError extends Error {
20
+ readonly param: string;
21
+
22
+ constructor(param: string) {
23
+ super(`The "${param}" value in this URL is not readable.`);
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+ this.name = "BoardDraftError";
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+ this.param = param;
26
+ }
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+ }
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+
29
+ export interface BoardDraft {
30
+ mode?: "table" | "board";
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+ groupByAttributeId?: string;
32
+ filter?: unknown;
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+ sort?: unknown[];
34
+ }
35
+
36
+ export interface SavedViewShape {
37
+ id: string;
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+ name: string;
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+ description?: string | undefined;
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+ dataProgramId?: string | undefined;
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+ viewKind: "table" | "board";
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+ targetKind: "object" | "list";
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+ targetId?: string | undefined;
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+ kind?: string | undefined;
45
+ groupByAttributeId?: string | undefined;
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+ filters?: unknown;
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+ sort?: unknown[];
48
+ columns?: unknown[];
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+ audience: "personal" | "shared";
50
+ pinned?: boolean;
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+ updatedAt: string;
52
+ }
53
+
54
+ function readJsonParam(params: URLSearchParams, name: string): unknown {
55
+ const raw = params.get(name);
56
+ if (raw === null || raw === "") return undefined;
57
+ try {
58
+ return JSON.parse(raw) as unknown;
59
+ } catch {
60
+ // A dropped filter looks exactly like a correct unfiltered board, so an
61
+ // unreadable param is surfaced instead of ignored.
62
+ throw new BoardDraftError(name);
63
+ }
64
+ }
65
+
66
+ export function readBoardDraft(params: URLSearchParams): BoardDraft {
67
+ const mode = params.get(BOARD_DRAFT_PARAMS.mode);
68
+ if (mode !== null && mode !== "table" && mode !== "board") {
69
+ throw new BoardDraftError(BOARD_DRAFT_PARAMS.mode);
70
+ }
71
+ const sort = readJsonParam(params, BOARD_DRAFT_PARAMS.sort);
72
+ if (sort !== undefined && !Array.isArray(sort)) {
73
+ throw new BoardDraftError(BOARD_DRAFT_PARAMS.sort);
74
+ }
75
+ const group = params.get(BOARD_DRAFT_PARAMS.group);
76
+ const filter = readJsonParam(params, BOARD_DRAFT_PARAMS.filter);
77
+ return {
78
+ ...(mode ? { mode } : {}),
79
+ ...(group ? { groupByAttributeId: group } : {}),
80
+ ...(filter === undefined ? {} : { filter }),
81
+ ...(sort === undefined ? {} : { sort }),
82
+ };
83
+ }
84
+
85
+ /** The draft params written onto a copy of `params`; absent keys are removed. */
86
+ export function writeBoardDraft(
87
+ params: URLSearchParams,
88
+ draft: BoardDraft,
89
+ ): URLSearchParams {
90
+ const next = new URLSearchParams(params);
91
+ const set = (name: string, value: string | undefined) => {
92
+ if (value === undefined) next.delete(name);
93
+ else next.set(name, value);
94
+ };
95
+ set(BOARD_DRAFT_PARAMS.mode, draft.mode);
96
+ set(BOARD_DRAFT_PARAMS.group, draft.groupByAttributeId);
97
+ set(
98
+ BOARD_DRAFT_PARAMS.filter,
99
+ draft.filter === undefined ? undefined : JSON.stringify(draft.filter),
100
+ );
101
+ set(
102
+ BOARD_DRAFT_PARAMS.sort,
103
+ draft.sort === undefined ? undefined : JSON.stringify(draft.sort),
104
+ );
105
+ return next;
106
+ }
107
+
108
+ export function clearBoardDraft(params: URLSearchParams): URLSearchParams {
109
+ return writeBoardDraft(params, {});
110
+ }
111
+
112
+ function sameJson(a: unknown, b: unknown): boolean {
113
+ return JSON.stringify(a ?? null) === JSON.stringify(b ?? null);
114
+ }
115
+
116
+ /** The view as it would look with the draft applied. */
117
+ export function effectiveView(view: SavedViewShape, draft: BoardDraft) {
118
+ return {
119
+ viewKind: draft.mode ?? view.viewKind,
120
+ groupByAttributeId: draft.groupByAttributeId ?? view.groupByAttributeId,
121
+ filter: draft.filter ?? view.filters,
122
+ sort: draft.sort ?? view.sort ?? [],
123
+ };
124
+ }
125
+
126
+ export function draftIsDirty(view: SavedViewShape, draft: BoardDraft): boolean {
127
+ const next = effectiveView(view, draft);
128
+ return (
129
+ next.viewKind !== view.viewKind ||
130
+ (next.groupByAttributeId ?? null) !== (view.groupByAttributeId ?? null) ||
131
+ !sameJson(next.filter, view.filters) ||
132
+ !sameJson(next.sort, view.sort ?? [])
133
+ );
134
+ }
135
+
136
+ export type BoardSaveBranch = "update" | "new" | "discard";
137
+
138
+ export interface BoardSaveMutation {
139
+ action: "save-crm-saved-view";
140
+ input: Record<string, unknown>;
141
+ }
142
+
143
+ /**
144
+ * The mutation each branch of the save fork produces.
145
+ *
146
+ * `discard` writes nothing: the draft only ever lived in the URL, so dropping
147
+ * the params is the whole operation.
148
+ */
149
+ export function buildSaveFork(
150
+ branch: BoardSaveBranch,
151
+ input: { view: SavedViewShape; draft: BoardDraft; name?: string },
152
+ ): BoardSaveMutation | null {
153
+ if (branch === "discard") return null;
154
+ const next = effectiveView(input.view, input.draft);
155
+ const common = {
156
+ name: branch === "new" ? (input.name ?? "").trim() : input.view.name,
157
+ ...(input.view.description ? { description: input.view.description } : {}),
158
+ viewKind: next.viewKind,
159
+ targetKind: input.view.targetKind,
160
+ ...(input.view.targetId ? { targetId: input.view.targetId } : {}),
161
+ ...(input.view.kind ? { kind: input.view.kind } : {}),
162
+ ...(next.viewKind === "board" && next.groupByAttributeId
163
+ ? { groupByAttributeId: next.groupByAttributeId }
164
+ : {}),
165
+ ...(next.filter === undefined || next.filter === null
166
+ ? {}
167
+ : { filter: next.filter }),
168
+ sort: next.sort,
169
+ ...(input.view.columns ? { columns: input.view.columns } : {}),
170
+ };
171
+ if (branch === "new") {
172
+ if (!common.name) {
173
+ throw new Error("A new view needs a name.");
174
+ }
175
+ // A fork of someone's shared view starts personal; sharing is a separate,
176
+ // deliberate act.
177
+ return {
178
+ action: "save-crm-saved-view",
179
+ input: { ...common, audience: "personal" },
180
+ };
181
+ }
182
+ return {
183
+ action: "save-crm-saved-view",
184
+ input: {
185
+ ...common,
186
+ id: input.view.id,
187
+ audience: input.view.audience,
188
+ // Rejects the overwrite when the stored view moved under us.
189
+ expectedUpdatedAt: input.view.updatedAt,
190
+ },
191
+ };
192
+ }
193
+
194
+ /** Saved views grouped for the views index, in a stable display order. */
195
+ export function groupSavedViews<T extends SavedViewShape>(views: readonly T[]) {
196
+ const groups = new Map<
197
+ string,
198
+ { targetKind: "object" | "list"; targetId: string; views: T[] }
199
+ >();
200
+ for (const view of views) {
201
+ const targetId = view.targetId ?? view.kind ?? "";
202
+ const key = `${view.targetKind}:${targetId}`;
203
+ const bucket = groups.get(key) ?? {
204
+ targetKind: view.targetKind,
205
+ targetId,
206
+ views: [],
207
+ };
208
+ bucket.views.push(view);
209
+ groups.set(key, bucket);
210
+ }
211
+ return [...groups.values()]
212
+ .map((group) => ({
213
+ ...group,
214
+ views: [...group.views].sort(
215
+ (a, b) =>
216
+ Number(b.pinned ?? false) - Number(a.pinned ?? false) ||
217
+ a.name.localeCompare(b.name),
218
+ ),
219
+ }))
220
+ .sort(
221
+ (a, b) =>
222
+ // Object targets first: accounts/people/opportunities are the spine,
223
+ // lists are the overlay on top of them.
224
+ Number(a.targetKind === "list") - Number(b.targetKind === "list") ||
225
+ a.targetId.localeCompare(b.targetId),
226
+ );
227
+ }