@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
  248. package/corpus/templates/crm/changelog/2026-07-26-moving-a-record-or-list-entry-into-a-stage-that-was-retired-.md +6 -0
  249. package/corpus/templates/crm/changelog/2026-07-26-opening-a-record-now-shows-one-page-with-its-fields-the-list.md +6 -0
  250. 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
  251. package/corpus/templates/crm/changelog/2026-07-26-provider-record-edits-now-show-an-exact-before-after-diff-an.md +6 -0
  252. package/corpus/templates/crm/changelog/2026-07-26-record-page-attribute-labels-now-read-in-full-instead-of-bei.md +6 -0
  253. package/corpus/templates/crm/changelog/2026-07-26-records-now-use-typed-fields-currency-dates-ratings-status-s.md +6 -0
  254. package/corpus/templates/crm/changelog/2026-07-26-retyping-a-value-on-the-record-page-now-replaces-it-instead-.md +6 -0
  255. package/corpus/templates/crm/changelog/2026-07-26-settings-now-has-fields-and-lists-tabs-for-adding-fields-edi.md +6 -0
  256. package/corpus/templates/crm/changelog/2026-07-26-the-proposal-review-now-shows-the-field-that-actually-change.md +6 -0
  257. package/corpus/templates/crm/changelog/2026-07-26-the-record-grid-is-now-a-real-spreadsheet-filter-sort-and-pa.md +6 -0
  258. package/corpus/templates/crm/components.json +20 -0
  259. package/corpus/templates/crm/docs/architecture/crm-contract.md +214 -0
  260. package/corpus/templates/crm/docs/features/README.md +55 -0
  261. package/corpus/templates/crm/docs/features/f1-records-and-fields.mdx +52 -0
  262. package/corpus/templates/crm/docs/features/f2-lists-pipelines-and-views.mdx +48 -0
  263. package/corpus/templates/crm/docs/features/f3-work-and-record-quality.mdx +40 -0
  264. package/corpus/templates/crm/docs/features/f4-evidence-and-chat.mdx +47 -0
  265. package/corpus/templates/crm/learnings.defaults.md +5 -0
  266. package/corpus/templates/crm/netlify.toml +11 -0
  267. package/corpus/templates/crm/package.json +61 -0
  268. package/corpus/templates/crm/public/favicon.svg +1 -0
  269. package/corpus/templates/crm/public/icon-180.svg +1 -0
  270. package/corpus/templates/crm/public/manifest.json +11 -0
  271. package/corpus/templates/crm/react-router.config.ts +7 -0
  272. package/corpus/templates/crm/server/crm/adapter.ts +32 -0
  273. package/corpus/templates/crm/server/crm/crm-field-firewall.ts +64 -0
  274. package/corpus/templates/crm/server/crm/crm-mirror.ts +721 -0
  275. package/corpus/templates/crm/server/crm/field-policy-attributes.ts +48 -0
  276. package/corpus/templates/crm/server/crm/hubspot-adapter.ts +1146 -0
  277. package/corpus/templates/crm/server/crm/native-adapter.ts +1810 -0
  278. package/corpus/templates/crm/server/crm/provider-record-link.ts +264 -0
  279. package/corpus/templates/crm/server/crm/read-through.ts +207 -0
  280. package/corpus/templates/crm/server/crm/salesforce-adapter.ts +1255 -0
  281. package/corpus/templates/crm/server/db/crm-store.ts +1112 -0
  282. package/corpus/templates/crm/server/db/index.ts +191 -0
  283. package/corpus/templates/crm/server/db/schema.ts +647 -0
  284. package/corpus/templates/crm/server/lib/crm-query.ts +1558 -0
  285. package/corpus/templates/crm/server/lib/dedupe.ts +714 -0
  286. package/corpus/templates/crm/server/lib/enrichment-cost.ts +381 -0
  287. package/corpus/templates/crm/server/lib/enrichment-slots.ts +519 -0
  288. package/corpus/templates/crm/server/lib/intelligence/default-detectors.ts +65 -0
  289. package/corpus/templates/crm/server/lib/intelligence/evidence.ts +105 -0
  290. package/corpus/templates/crm/server/lib/intelligence/keyword-detector.ts +94 -0
  291. package/corpus/templates/crm/server/lib/intelligence/smart-detector.ts +39 -0
  292. package/corpus/templates/crm/server/lib/intelligence/summary.ts +19 -0
  293. package/corpus/templates/crm/server/lib/lifecycle.ts +634 -0
  294. package/corpus/templates/crm/server/lib/provider-api.ts +64 -0
  295. package/corpus/templates/crm/server/middleware/auth.ts +4 -0
  296. package/corpus/templates/crm/server/plugins/agent-chat.ts +65 -0
  297. package/corpus/templates/crm/server/plugins/auth.ts +14 -0
  298. package/corpus/templates/crm/server/plugins/core-routes.ts +17 -0
  299. package/corpus/templates/crm/server/plugins/db.ts +738 -0
  300. package/corpus/templates/crm/server/routes/[...page].get.ts +5 -0
  301. package/corpus/templates/crm/shared/crm-attributes.ts +469 -0
  302. package/corpus/templates/crm/shared/crm-automation-recipes.ts +132 -0
  303. package/corpus/templates/crm/shared/crm-contract.ts +417 -0
  304. package/corpus/templates/crm/shared/crm-navigation.ts +190 -0
  305. package/corpus/templates/crm/shared/crm-sales-config.ts +63 -0
  306. package/corpus/templates/crm/ssr-entry.ts +11 -0
  307. package/corpus/templates/crm/tsconfig.json +24 -0
  308. package/corpus/templates/crm/vite.config.ts +15 -0
  309. package/corpus/templates/crm/vitest.config.ts +5 -0
  310. package/corpus/templates/design/app/i18n-data.ts +12 -12
  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
  313. package/corpus/toolkit/package.json +1 -1
  314. package/corpus/toolkit/src/editor/useCollabReconcile.ts +14 -1
  315. package/dist/cli/templates-meta.d.ts.map +1 -1
  316. package/dist/cli/templates-meta.js +12 -0
  317. package/dist/cli/templates-meta.js.map +1 -1
  318. package/dist/collab/routes.d.ts +2 -2
  319. package/dist/deploy/build.js +6 -0
  320. package/dist/deploy/build.js.map +1 -1
  321. package/dist/observability/routes.d.ts +3 -3
  322. package/dist/server/builder-browser.d.ts +13 -0
  323. package/dist/server/builder-browser.d.ts.map +1 -1
  324. package/dist/server/builder-browser.js +59 -0
  325. package/dist/server/builder-browser.js.map +1 -1
  326. package/dist/server/core-routes-plugin.d.ts.map +1 -1
  327. package/dist/server/core-routes-plugin.js +10 -5
  328. package/dist/server/core-routes-plugin.js.map +1 -1
  329. package/dist/server/transcribe-voice.d.ts +1 -1
  330. package/package.json +2 -2
  331. package/src/cli/templates-meta.ts +12 -0
  332. package/src/deploy/build.ts +8 -0
  333. package/src/server/builder-browser.ts +76 -0
  334. package/src/server/core-routes-plugin.ts +15 -5
@@ -0,0 +1,647 @@
1
+ import { createDashboardStorageSchema } from "@agent-native/core/dashboard-storage";
2
+ import { getDialect } from "@agent-native/core/db";
3
+ import {
4
+ createSharesTable,
5
+ integer,
6
+ now,
7
+ ownableColumns,
8
+ real,
9
+ table,
10
+ text,
11
+ } from "@agent-native/core/db/schema";
12
+ import { customType as pgCustomType } from "drizzle-orm/pg-core";
13
+ import { integer as sqliteInteger } from "drizzle-orm/sqlite-core";
14
+
15
+ import { CRM_ATTRIBUTE_TYPES } from "../../shared/crm-attributes.js";
16
+
17
+ const pgIntegerBoolean = pgCustomType<{
18
+ data: boolean;
19
+ driverData: number;
20
+ }>({
21
+ dataType: () => "integer",
22
+ fromDriver: (value) => value !== 0,
23
+ toDriver: (value) => (value ? 1 : 0),
24
+ });
25
+
26
+ const sqliteBoolean = <TName extends string>(name: TName) =>
27
+ sqliteInteger(name, { mode: "boolean" });
28
+
29
+ const portableBoolean: typeof sqliteBoolean = ((name: string) =>
30
+ getDialect() === "postgres"
31
+ ? pgIntegerBoolean(name)
32
+ : sqliteBoolean(name)) as unknown as typeof sqliteBoolean;
33
+
34
+ export const crmConnections = table("crm_connections", {
35
+ id: text("id").primaryKey(),
36
+ provider: text("provider", {
37
+ enum: ["hubspot", "salesforce", "native", "custom"],
38
+ }).notNull(),
39
+ workspaceConnectionId: text("workspace_connection_id"),
40
+ label: text("label").notNull(),
41
+ accountId: text("account_id"),
42
+ // `hybrid` is deprecated — kept so existing rows stay valid, treated as
43
+ // `mirrored`. Per-attribute `authority` replaced it. See shared/crm-contract.ts.
44
+ mode: text("mode", { enum: ["connected", "hybrid", "native"] })
45
+ .notNull()
46
+ .default("connected"),
47
+ status: text("status", {
48
+ enum: ["connected", "syncing", "error", "disconnected"],
49
+ })
50
+ .notNull()
51
+ .default("connected"),
52
+ selectedPipelinesJson: text("selected_pipelines_json")
53
+ .notNull()
54
+ .default("[]"),
55
+ selectedObjectTypesJson: text("selected_object_types_json")
56
+ .notNull()
57
+ .default("[]"),
58
+ accessScopeKey: text("access_scope_key").notNull(),
59
+ accessScopeJson: text("access_scope_json").notNull().default("{}"),
60
+ lastSyncedAt: text("last_synced_at"),
61
+ lastError: text("last_error"),
62
+ createdAt: text("created_at").notNull().default(now()),
63
+ updatedAt: text("updated_at").notNull().default(now()),
64
+ ...ownableColumns(),
65
+ });
66
+
67
+ export const crmConnectionShares = createSharesTable("crm_connection_shares");
68
+
69
+ export const crmObjects = table("crm_objects", {
70
+ id: text("id").primaryKey(),
71
+ connectionId: text("connection_id").notNull(),
72
+ provider: text("provider").notNull(),
73
+ objectType: text("object_type").notNull(),
74
+ kind: text("kind", {
75
+ enum: ["account", "person", "opportunity", "activity", "task", "custom"],
76
+ }).notNull(),
77
+ label: text("label").notNull(),
78
+ pluralLabel: text("plural_label").notNull(),
79
+ custom: portableBoolean("custom").notNull().default(false),
80
+ queryable: portableBoolean("queryable").notNull().default(true),
81
+ searchable: portableBoolean("searchable").notNull().default(true),
82
+ createable: portableBoolean("createable").notNull().default(false),
83
+ updateable: portableBoolean("updateable").notNull().default(false),
84
+ deleteable: portableBoolean("deleteable").notNull().default(false),
85
+ capabilitiesJson: text("capabilities_json").notNull().default("{}"),
86
+ createdAt: text("created_at").notNull().default(now()),
87
+ updatedAt: text("updated_at").notNull().default(now()),
88
+ ...ownableColumns(),
89
+ });
90
+
91
+ export const crmObjectShares = createSharesTable("crm_object_shares");
92
+
93
+ export const crmFieldPolicies = table("crm_field_policies", {
94
+ id: text("id").primaryKey(),
95
+ connectionId: text("connection_id").notNull(),
96
+ objectType: text("object_type").notNull(),
97
+ fieldName: text("field_name").notNull(),
98
+ label: text("label").notNull(),
99
+ valueType: text("value_type").notNull(),
100
+ storagePolicy: text("storage_policy", {
101
+ enum: [
102
+ "mirrored",
103
+ "remote-only",
104
+ "redacted",
105
+ "derived-local",
106
+ "local-authoritative",
107
+ ],
108
+ })
109
+ .notNull()
110
+ .default("remote-only"),
111
+ sensitive: portableBoolean("sensitive").notNull().default(false),
112
+ readable: portableBoolean("readable").notNull().default(true),
113
+ createable: portableBoolean("createable").notNull().default(false),
114
+ updateable: portableBoolean("updateable").notNull().default(false),
115
+ required: portableBoolean("required").notNull().default(false),
116
+ metadataJson: text("metadata_json").notNull().default("{}"),
117
+ // --- typed attribute surface (additive; `crm_field_policies` IS the attribute table) ---
118
+ attributeType: text("attribute_type", { enum: CRM_ATTRIBUTE_TYPES })
119
+ .notNull()
120
+ .default("text"),
121
+ target: text("target", { enum: ["object", "list"] })
122
+ .notNull()
123
+ .default("object"),
124
+ // `object_type` deliberately mirrors `target_id` for list attributes too, so
125
+ // the legacy unique index (connection_id, object_type, field_name) keeps
126
+ // guarding one attribute per target without a second unique index.
127
+ targetId: text("target_id"),
128
+ apiSlug: text("api_slug"),
129
+ description: text("description"),
130
+ multi: portableBoolean("multi").notNull().default(false),
131
+ inverseAttributeId: text("inverse_attribute_id"),
132
+ authority: text("authority", {
133
+ enum: ["provider", "derived-local", "local-authoritative"],
134
+ })
135
+ .notNull()
136
+ .default("provider"),
137
+ historyTracked: portableBoolean("history_tracked").notNull().default(true),
138
+ fillMode: text("fill_mode", {
139
+ enum: ["agent-summarize", "agent-classify", "agent-research", "formula"],
140
+ }),
141
+ fillConfigJson: text("fill_config_json").notNull().default("{}"),
142
+ configJson: text("config_json").notNull().default("{}"),
143
+ uniqueValue: portableBoolean("unique_value").notNull().default(false),
144
+ archived: portableBoolean("archived").notNull().default(false),
145
+ position: integer("position").notNull().default(0),
146
+ createdAt: text("created_at").notNull().default(now()),
147
+ updatedAt: text("updated_at").notNull().default(now()),
148
+ ...ownableColumns(),
149
+ });
150
+
151
+ export const crmFieldPolicyShares = createSharesTable(
152
+ "crm_field_policy_shares",
153
+ );
154
+
155
+ export const crmAttributeOptions = table("crm_attribute_options", {
156
+ id: text("id").primaryKey(),
157
+ attributeId: text("attribute_id").notNull(),
158
+ value: text("value").notNull(),
159
+ title: text("title").notNull(),
160
+ color: text("color"),
161
+ position: integer("position").notNull().default(0),
162
+ archived: portableBoolean("archived").notNull().default(false),
163
+ /** `status` attributes only: stage SLA in days. */
164
+ targetDays: integer("target_days"),
165
+ /** `status` attributes only. */
166
+ celebrate: portableBoolean("celebrate").notNull().default(false),
167
+ createdAt: text("created_at").notNull().default(now()),
168
+ updatedAt: text("updated_at").notNull().default(now()),
169
+ ...ownableColumns(),
170
+ });
171
+
172
+ export const crmAttributeOptionShares = createSharesTable(
173
+ "crm_attribute_option_shares",
174
+ );
175
+
176
+ export const crmRecords = table("crm_records", {
177
+ id: text("id").primaryKey(),
178
+ connectionId: text("connection_id").notNull(),
179
+ provider: text("provider").notNull(),
180
+ objectType: text("object_type").notNull(),
181
+ kind: text("kind", {
182
+ enum: ["account", "person", "opportunity", "activity", "task", "custom"],
183
+ }).notNull(),
184
+ remoteId: text("remote_id").notNull(),
185
+ displayName: text("display_name").notNull(),
186
+ primaryEmail: text("primary_email"),
187
+ domain: text("domain"),
188
+ stage: text("stage"),
189
+ pipelineId: text("pipeline_id"),
190
+ pipelineName: text("pipeline_name"),
191
+ ownerRemoteId: text("owner_remote_id"),
192
+ ownerName: text("owner_name"),
193
+ amount: real("amount"),
194
+ currencyCode: text("currency_code"),
195
+ closeDate: text("close_date"),
196
+ desiredCadenceDays: integer("desired_cadence_days"),
197
+ lastMeaningfulInteractionAt: text("last_meaningful_interaction_at"),
198
+ nextContactAt: text("next_contact_at"),
199
+ remoteRevision: text("remote_revision"),
200
+ remoteUpdatedAt: text("remote_updated_at"),
201
+ lastSyncedAt: text("last_synced_at"),
202
+ accessScopeKey: text("access_scope_key").notNull(),
203
+ accessScopeJson: text("access_scope_json").notNull().default("{}"),
204
+ tombstone: portableBoolean("tombstone").notNull().default(false),
205
+ createdAt: text("created_at").notNull().default(now()),
206
+ updatedAt: text("updated_at").notNull().default(now()),
207
+ ...ownableColumns(),
208
+ });
209
+
210
+ export const crmRecordShares = createSharesTable("crm_record_shares");
211
+
212
+ /**
213
+ * Bitemporal attribute values. The current value of an attribute is the row
214
+ * with `activeUntil IS NULL`; every superseded value keeps its own row with the
215
+ * instant it stopped being current. All writes go through
216
+ * `server/lib/record-fields.ts` — a direct insert here bypasses the equality
217
+ * check that keeps mirror syncs from writing a new history row every pass.
218
+ */
219
+ export const crmRecordFields = table("crm_record_fields", {
220
+ id: text("id").primaryKey(),
221
+ recordId: text("record_id").notNull(),
222
+ /**
223
+ * Set when this row holds a LIST-ENTRY attribute value rather than a record
224
+ * attribute value. `recordId` stays populated either way (it is NOT NULL and
225
+ * cannot be loosened additively), so the discriminator is `entryId IS NULL`.
226
+ */
227
+ entryId: text("entry_id"),
228
+ fieldPolicyId: text("field_policy_id"),
229
+ attributeId: text("attribute_id"),
230
+ fieldName: text("field_name").notNull(),
231
+ valueType: text("value_type").notNull(),
232
+ storagePolicy: text("storage_policy", {
233
+ enum: ["mirrored", "derived-local", "local-authoritative"],
234
+ }).notNull(),
235
+ stringValue: text("string_value"),
236
+ numberValue: real("number_value"),
237
+ booleanValue: portableBoolean("boolean_value"),
238
+ jsonValue: text("json_value"),
239
+ // ISO 8601, not the `datetime('now')` SQL default the older timestamp columns
240
+ // use: this column is ordered against `activeUntil` in history queries, and
241
+ // `"… 20:56:04"` sorts before `"…T20:56:04Z"` for the same instant.
242
+ activeFrom: text("active_from")
243
+ .notNull()
244
+ .$defaultFn(() => new Date().toISOString()),
245
+ /** Null means this row is the current value. */
246
+ activeUntil: text("active_until"),
247
+ actorType: text("actor_type", {
248
+ enum: ["user", "agent", "automation", "provider", "system"],
249
+ })
250
+ .notNull()
251
+ .default("system"),
252
+ actorId: text("actor_id"),
253
+ // Sparse composite sub-fields. Columns, not json_extract: a WHERE clause over
254
+ // JSON is dialect-divergent, and these are what the grid filters on.
255
+ emailLocal: text("email_local"),
256
+ emailDomain: text("email_domain"),
257
+ emailRootDomain: text("email_root_domain"),
258
+ phoneE164: text("phone_e164"),
259
+ phoneCountry: text("phone_country"),
260
+ domainRoot: text("domain_root"),
261
+ nameFirst: text("name_first"),
262
+ nameLast: text("name_last"),
263
+ provenanceJson: text("provenance_json").notNull().default("[]"),
264
+ accessScopeKey: text("access_scope_key").notNull().default("unverified"),
265
+ accessScopeJson: text("access_scope_json").notNull().default("{}"),
266
+ remoteRevision: text("remote_revision"),
267
+ createdAt: text("created_at").notNull().default(now()),
268
+ updatedAt: text("updated_at").notNull().default(now()),
269
+ ...ownableColumns(),
270
+ });
271
+
272
+ export const crmRecordFieldShares = createSharesTable(
273
+ "crm_record_field_shares",
274
+ );
275
+
276
+ /**
277
+ * Lists are local-authoritative on every backend, including HubSpot and
278
+ * Salesforce. `source: "imported"` records where a list came from; it never
279
+ * makes the provider authoritative for its membership.
280
+ */
281
+ export const crmLists = table("crm_lists", {
282
+ id: text("id").primaryKey(),
283
+ connectionId: text("connection_id").notNull(),
284
+ name: text("name").notNull(),
285
+ apiSlug: text("api_slug").notNull(),
286
+ parentObjectType: text("parent_object_type").notNull(),
287
+ description: text("description").notNull().default(""),
288
+ defaultViewId: text("default_view_id"),
289
+ archived: portableBoolean("archived").notNull().default(false),
290
+ position: integer("position").notNull().default(0),
291
+ source: text("source", { enum: ["local", "imported"] })
292
+ .notNull()
293
+ .default("local"),
294
+ sourceRemoteId: text("source_remote_id"),
295
+ lastSyncedAt: text("last_synced_at"),
296
+ createdAt: text("created_at").notNull().default(now()),
297
+ updatedAt: text("updated_at").notNull().default(now()),
298
+ ...ownableColumns(),
299
+ });
300
+
301
+ export const crmListShares = createSharesTable("crm_list_shares");
302
+
303
+ /**
304
+ * A record may hold more than one entry in the same list (two open renewals for
305
+ * one account, say), so there is deliberately no unique `(list_id, record_id)`.
306
+ */
307
+ export const crmListEntries = table("crm_list_entries", {
308
+ id: text("id").primaryKey(),
309
+ listId: text("list_id").notNull(),
310
+ recordId: text("record_id").notNull(),
311
+ position: integer("position").notNull().default(0),
312
+ createdByActorType: text("created_by_actor_type", {
313
+ enum: ["user", "agent", "automation", "provider", "system"],
314
+ })
315
+ .notNull()
316
+ .default("system"),
317
+ createdByActorId: text("created_by_actor_id"),
318
+ createdAt: text("created_at").notNull().default(now()),
319
+ updatedAt: text("updated_at").notNull().default(now()),
320
+ ...ownableColumns(),
321
+ });
322
+
323
+ export const crmListEntryShares = createSharesTable("crm_list_entry_shares");
324
+
325
+ export const crmRelationships = table("crm_relationships", {
326
+ id: text("id").primaryKey(),
327
+ connectionId: text("connection_id").notNull(),
328
+ fromRecordId: text("from_record_id").notNull(),
329
+ toRecordId: text("to_record_id").notNull(),
330
+ relationshipType: text("relationship_type").notNull(),
331
+ label: text("label"),
332
+ inverseLabel: text("inverse_label"),
333
+ sourceField: text("source_field"),
334
+ remoteRelationshipId: text("remote_relationship_id"),
335
+ remoteRevision: text("remote_revision"),
336
+ tombstone: portableBoolean("tombstone").notNull().default(false),
337
+ lastSyncedAt: text("last_synced_at"),
338
+ createdAt: text("created_at").notNull().default(now()),
339
+ updatedAt: text("updated_at").notNull().default(now()),
340
+ ...ownableColumns(),
341
+ });
342
+
343
+ export const crmRelationshipShares = createSharesTable(
344
+ "crm_relationship_shares",
345
+ );
346
+
347
+ export const crmInteractions = table("crm_interactions", {
348
+ id: text("id").primaryKey(),
349
+ recordId: text("record_id").notNull(),
350
+ connectionId: text("connection_id"),
351
+ kind: text("kind", {
352
+ enum: ["call", "meeting", "email", "note", "message", "other"],
353
+ }).notNull(),
354
+ direction: text("direction", {
355
+ enum: ["inbound", "outbound", "internal", "unknown"],
356
+ })
357
+ .notNull()
358
+ .default("unknown"),
359
+ title: text("title").notNull(),
360
+ summary: text("summary").notNull().default(""),
361
+ occurredAt: text("occurred_at").notNull(),
362
+ meaningful: portableBoolean("meaningful").notNull().default(true),
363
+ providerObjectType: text("provider_object_type"),
364
+ providerRemoteId: text("provider_remote_id"),
365
+ sourceApp: text("source_app"),
366
+ sourceUrl: text("source_url"),
367
+ participantsJson: text("participants_json").notNull().default("[]"),
368
+ createdAt: text("created_at").notNull().default(now()),
369
+ updatedAt: text("updated_at").notNull().default(now()),
370
+ ...ownableColumns(),
371
+ });
372
+
373
+ export const crmInteractionShares = createSharesTable("crm_interaction_shares");
374
+
375
+ export const crmCallEvidence = table("crm_call_evidence", {
376
+ id: text("id").primaryKey(),
377
+ interactionId: text("interaction_id"),
378
+ recordId: text("record_id").notNull(),
379
+ sourceApp: text("source_app").notNull().default("clips"),
380
+ artifactType: text("artifact_type").notNull().default("call-evidence"),
381
+ artifactId: text("artifact_id").notNull(),
382
+ sourceUrl: text("source_url").notNull(),
383
+ quote: text("quote").notNull().default(""),
384
+ speaker: text("speaker"),
385
+ startSeconds: real("start_seconds"),
386
+ endSeconds: real("end_seconds"),
387
+ summary: text("summary").notNull().default(""),
388
+ capturedAt: text("captured_at").notNull(),
389
+ createdAt: text("created_at").notNull().default(now()),
390
+ updatedAt: text("updated_at").notNull().default(now()),
391
+ ...ownableColumns(),
392
+ });
393
+
394
+ export const crmCallEvidenceShares = createSharesTable(
395
+ "crm_call_evidence_shares",
396
+ );
397
+
398
+ export const crmSignalTrackers = table("crm_signal_trackers", {
399
+ id: text("id").primaryKey(),
400
+ name: text("name").notNull(),
401
+ description: text("description").notNull().default(""),
402
+ kind: text("kind", { enum: ["keyword", "smart"] }).notNull(),
403
+ keywordsJson: text("keywords_json").notNull().default("[]"),
404
+ classifierPrompt: text("classifier_prompt").notNull().default(""),
405
+ enabled: portableBoolean("enabled").notNull().default(true),
406
+ isDefault: portableBoolean("is_default").notNull().default(false),
407
+ createdAt: text("created_at").notNull().default(now()),
408
+ updatedAt: text("updated_at").notNull().default(now()),
409
+ ...ownableColumns(),
410
+ });
411
+
412
+ export const crmSignalTrackerShares = createSharesTable(
413
+ "crm_signal_tracker_shares",
414
+ );
415
+
416
+ export const crmSignalRuns = table("crm_signal_runs", {
417
+ id: text("id").primaryKey(),
418
+ trackerId: text("tracker_id"),
419
+ recordId: text("record_id").notNull(),
420
+ kind: text("kind", { enum: ["keyword", "smart", "summary"] }).notNull(),
421
+ status: text("status", {
422
+ enum: ["queued", "running", "completed", "failed"],
423
+ })
424
+ .notNull()
425
+ .default("queued"),
426
+ evidenceCount: integer("evidence_count").notNull().default(0),
427
+ model: text("model"),
428
+ modelVersion: text("model_version"),
429
+ idempotencyKey: text("idempotency_key").notNull(),
430
+ error: text("error"),
431
+ createdAt: text("created_at").notNull().default(now()),
432
+ updatedAt: text("updated_at").notNull().default(now()),
433
+ completedAt: text("completed_at"),
434
+ ...ownableColumns(),
435
+ });
436
+
437
+ export const crmSignalRunShares = createSharesTable("crm_signal_run_shares");
438
+
439
+ export const crmSignals = table("crm_signals", {
440
+ id: text("id").primaryKey(),
441
+ runId: text("run_id"),
442
+ trackerId: text("tracker_id"),
443
+ recordId: text("record_id").notNull(),
444
+ evidenceId: text("evidence_id").notNull(),
445
+ kind: text("kind", {
446
+ enum: ["moment", "call-summary", "next-step"],
447
+ }).notNull(),
448
+ label: text("label").notNull(),
449
+ quote: text("quote").notNull().default(""),
450
+ speaker: text("speaker"),
451
+ startSeconds: real("start_seconds"),
452
+ endSeconds: real("end_seconds"),
453
+ summary: text("summary").notNull().default(""),
454
+ confidence: real("confidence").notNull().default(0),
455
+ detector: text("detector", { enum: ["keyword", "agent"] }).notNull(),
456
+ model: text("model"),
457
+ modelVersion: text("model_version"),
458
+ reviewStatus: text("review_status", {
459
+ enum: ["unreviewed", "confirmed", "dismissed"],
460
+ })
461
+ .notNull()
462
+ .default("unreviewed"),
463
+ idempotencyKey: text("idempotency_key").notNull(),
464
+ createdAt: text("created_at").notNull().default(now()),
465
+ updatedAt: text("updated_at").notNull().default(now()),
466
+ ...ownableColumns(),
467
+ });
468
+
469
+ export const crmSignalShares = createSharesTable("crm_signal_shares");
470
+
471
+ export const crmTasks = table("crm_tasks", {
472
+ id: text("id").primaryKey(),
473
+ recordId: text("record_id"),
474
+ title: text("title").notNull(),
475
+ description: text("description").notNull().default(""),
476
+ status: text("status", { enum: ["open", "done", "cancelled"] })
477
+ .notNull()
478
+ .default("open"),
479
+ dueAt: text("due_at"),
480
+ assignedTo: text("assigned_to"),
481
+ authority: text("authority", { enum: ["local", "provider"] })
482
+ .notNull()
483
+ .default("local"),
484
+ connectionId: text("connection_id"),
485
+ providerObjectType: text("provider_object_type"),
486
+ providerRemoteId: text("provider_remote_id"),
487
+ remoteRevision: text("remote_revision"),
488
+ completedAt: text("completed_at"),
489
+ createdAt: text("created_at").notNull().default(now()),
490
+ updatedAt: text("updated_at").notNull().default(now()),
491
+ ...ownableColumns(),
492
+ });
493
+
494
+ export const crmTaskShares = createSharesTable("crm_task_shares");
495
+
496
+ export const crmSavedViews = table("crm_saved_views", {
497
+ id: text("id").primaryKey(),
498
+ name: text("name").notNull(),
499
+ description: text("description").notNull().default(""),
500
+ // `kind` predates typed views and holds the RECORD kind (account/person/
501
+ // opportunity) that crm-store.ts validates. The table-vs-board discriminator
502
+ // is `viewKind`; do not repurpose `kind`.
503
+ kind: text("kind"),
504
+ viewKind: text("view_kind", { enum: ["table", "board"] })
505
+ .notNull()
506
+ .default("table"),
507
+ targetKind: text("target_kind", { enum: ["object", "list"] })
508
+ .notNull()
509
+ .default("object"),
510
+ targetId: text("target_id"),
511
+ /** Board views only; must reference a `status` attribute. */
512
+ groupByAttributeId: text("group_by_attribute_id"),
513
+ // personal-vs-shared is the framework `visibility` column from
514
+ // ownableColumns(): "private" is personal, "org" is shared. No second column.
515
+ filtersJson: text("filters_json").notNull().default("{}"),
516
+ columnsJson: text("columns_json").notNull().default("[]"),
517
+ sortJson: text("sort_json").notNull().default("[]"),
518
+ dataProgramId: text("data_program_id"),
519
+ pinned: portableBoolean("pinned").notNull().default(false),
520
+ createdAt: text("created_at").notNull().default(now()),
521
+ updatedAt: text("updated_at").notNull().default(now()),
522
+ ...ownableColumns(),
523
+ });
524
+
525
+ export const crmSavedViewShares = createSharesTable("crm_saved_view_shares");
526
+
527
+ export const crmMutations = table("crm_mutations", {
528
+ id: text("id").primaryKey(),
529
+ recordId: text("record_id"),
530
+ connectionId: text("connection_id"),
531
+ operation: text("operation", {
532
+ enum: ["create", "update", "delete", "associate", "disassociate"],
533
+ }).notNull(),
534
+ initiatedBy: text("initiated_by", {
535
+ enum: ["human", "agent", "automation"],
536
+ }).notNull(),
537
+ target: text("target", { enum: ["local", "provider"] }).notNull(),
538
+ policyDecision: text("policy_decision", {
539
+ enum: ["execute", "propose", "require-approval", "deny"],
540
+ }).notNull(),
541
+ risk: text("risk").notNull().default("routine"),
542
+ status: text("status", {
543
+ enum: ["pending", "approved", "applied", "rejected", "conflict", "failed"],
544
+ })
545
+ .notNull()
546
+ .default("pending"),
547
+ patchJson: text("patch_json").notNull().default("{}"),
548
+ beforeJson: text("before_json").notNull().default("{}"),
549
+ afterJson: text("after_json").notNull().default("{}"),
550
+ idempotencyKey: text("idempotency_key").notNull(),
551
+ expectedRemoteRevision: text("expected_remote_revision"),
552
+ providerRemoteRevision: text("provider_remote_revision"),
553
+ approvedBy: text("approved_by"),
554
+ approvedAt: text("approved_at"),
555
+ appliedAt: text("applied_at"),
556
+ error: text("error"),
557
+ createdAt: text("created_at").notNull().default(now()),
558
+ updatedAt: text("updated_at").notNull().default(now()),
559
+ ...ownableColumns(),
560
+ });
561
+
562
+ export const crmMutationShares = createSharesTable("crm_mutation_shares");
563
+
564
+ export const crmSyncRuns = table("crm_sync_runs", {
565
+ id: text("id").primaryKey(),
566
+ connectionId: text("connection_id").notNull(),
567
+ status: text("status", {
568
+ enum: ["running", "success", "partial", "failed"],
569
+ })
570
+ .notNull()
571
+ .default("running"),
572
+ scopeJson: text("scope_json").notNull().default("{}"),
573
+ cursor: text("cursor"),
574
+ recordsUpserted: integer("records_upserted").notNull().default(0),
575
+ tombstonesApplied: integer("tombstones_applied").notNull().default(0),
576
+ relationshipsUpserted: integer("relationships_upserted").notNull().default(0),
577
+ error: text("error"),
578
+ startedAt: text("started_at").notNull(),
579
+ completedAt: text("completed_at"),
580
+ createdAt: text("created_at").notNull().default(now()),
581
+ updatedAt: text("updated_at").notNull().default(now()),
582
+ ...ownableColumns(),
583
+ });
584
+
585
+ export const crmSyncRunShares = createSharesTable("crm_sync_run_shares");
586
+
587
+ /**
588
+ * One enrichment pass over a scope of records.
589
+ *
590
+ * Two rows make one gated enrichment: a `verify` run that gathers evidence
591
+ * without touching contact data, and — only after a human approves some of its
592
+ * records — a `spend` run whose `inputRecordIdsJson` is built from those
593
+ * approvals alone. That frozen id list is the structural bound on spend: the
594
+ * paid pass never sees an unapproved record, rather than filtering one out.
595
+ */
596
+ export const crmEnrichmentRuns = table("crm_enrichment_runs", {
597
+ id: text("id").primaryKey(),
598
+ /**
599
+ * What a duplicate run is "the same scope" as, keyed `${scopeKind}:${scopeId}`.
600
+ * An ad-hoc `records` scope has no natural id, so `scopeId` is a deterministic
601
+ * hash of its sorted record ids — without that, the duplicate-run guard either
602
+ * collides across unrelated ad-hoc runs or never matches, and a double-click
603
+ * buys the same contacts twice.
604
+ */
605
+ scopeKind: text("scope_kind", {
606
+ enum: ["object", "list", "records"],
607
+ }).notNull(),
608
+ scopeId: text("scope_id").notNull(),
609
+ phase: text("phase", { enum: ["verify", "spend"] }).notNull(),
610
+ status: text("status", {
611
+ enum: ["queued", "running", "completed", "failed"],
612
+ })
613
+ .notNull()
614
+ .default("queued"),
615
+ /** `spend` only: the verify run whose approved evidence built this input set. */
616
+ sourceRunId: text("source_run_id"),
617
+ slotsJson: text("slots_json").notNull().default("[]"),
618
+ inputRecordIdsJson: text("input_record_ids_json").notNull().default("[]"),
619
+ /** Per-record slot outcomes. Bounded facts and errors only — never payloads. */
620
+ outcomesJson: text("outcomes_json").notNull().default("[]"),
621
+ estimateJson: text("estimate_json").notNull().default("{}"),
622
+ costUnits: real("cost_units"),
623
+ /** Atomic claim: write a unique nonce, read it back, only the winner proceeds. */
624
+ claimNonce: text("claim_nonce"),
625
+ claimedAt: text("claimed_at"),
626
+ error: text("error"),
627
+ startedAt: text("started_at").notNull(),
628
+ completedAt: text("completed_at"),
629
+ createdAt: text("created_at").notNull().default(now()),
630
+ updatedAt: text("updated_at").notNull().default(now()),
631
+ ...ownableColumns(),
632
+ });
633
+
634
+ export const crmEnrichmentRunShares = createSharesTable(
635
+ "crm_enrichment_run_shares",
636
+ );
637
+
638
+ const crmDashboardStorageSchema = createDashboardStorageSchema({
639
+ dashboardsTable: "crm_dashboards",
640
+ revisionsTable: "crm_dashboard_revisions",
641
+ sharesTable: "crm_dashboard_shares",
642
+ });
643
+
644
+ export const crmDashboards = crmDashboardStorageSchema.dashboards;
645
+ export const crmDashboardRevisions =
646
+ crmDashboardStorageSchema.dashboardRevisions;
647
+ export const crmDashboardShares = crmDashboardStorageSchema.dashboardShares;