@agent-native/core 0.130.1 → 0.131.2

package/corpus/templates/analytics/app/pages/adhoc/explorer-dashboard/index.tsx

@@ -209,6 +209,8 @@ export default function ExplorerDashboardPage() {
   const [addChartOpen, setAddChartOpen] = useState(false);
   const [loaded, setLoaded] = useState(false);
   const [confirmDeleteOpen, setConfirmDeleteOpen] = useState(false);
+  const [openDeleteAfterMenuClose, setOpenDeleteAfterMenuClose] =
+    useState(false);
   const [historyOpen, setHistoryOpen] = useState(false);
   const [dashboardActionsOpen, setDashboardActionsOpen] = useState(false);
   const [activeDragChartId, setActiveDragChartId] = useState<string | null>(
@@ -216,6 +218,20 @@ export default function ExplorerDashboardPage() {
   );
   const canEdit = resourceCanEdit(resourceAccess);
   const canManage = resourceCanManage(resourceAccess);
+  useEffect(() => {
+    if (dashboardActionsOpen || !openDeleteAfterMenuClose) return;
+    const frame = requestAnimationFrame(() => {
+      setOpenDeleteAfterMenuClose(false);
+      setConfirmDeleteOpen(true);
+    });
+    return () => cancelAnimationFrame(frame);
+  }, [dashboardActionsOpen, openDeleteAfterMenuClose]);
+
+  const requestDashboardDelete = useCallback(() => {
+    setOpenDeleteAfterMenuClose(true);
+    setDashboardActionsOpen(false);
+  }, []);
+
   const { selectedPanelId, selectPanelForChat } = useDashboardChatContext({
     id: dashboardId,
     kind: "explorer",
@@ -722,8 +738,7 @@ export default function ExplorerDashboardPage() {
                   <DropdownMenuItem
                     onSelect={(event) => {
                       event.preventDefault();
-                      setDashboardActionsOpen(false);
-                      setConfirmDeleteOpen(true);
+                      requestDashboardDelete();
                     }}
                     className="text-destructive focus:text-destructive"
                   >

package/corpus/templates/analytics/app/pages/adhoc/sql-dashboard/PanelEditorDialog.tsx

@@ -204,6 +204,7 @@ export function formToPanel(
   const isExtension = form.chartType === "extension";
   if (isExtension && form.extensionMode === "slot") {
     delete config.extensionId;
+    delete config.customBlock;
     config.extensionSlotId =
       form.extensionSlotId.trim() || dashboardExtensionSlotId(dashboardId, id);
   } else if (isExtension) {
@@ -212,6 +213,7 @@ export function formToPanel(
   } else {
     delete config.extensionId;
     delete config.extensionSlotId;
+    delete config.customBlock;
   }
   const isSection = form.chartType === "section";
   return {
@@ -393,7 +395,7 @@ function PanelEditorContent({
         `For demo panels, sql uses the same Prometheus JSON descriptor shape as source 'prometheus': {"promql":"rate(http_requests_total[5m])","mode":"range","range":"1h","step":"30s"}. ` +
         `For prometheus panels, sql is a JSON descriptor: {"promql":"rate(http_requests_total[5m])","mode":"range","range":"1h","step":"30s"}. mode defaults to "range"; range defaults to "1h"; step is auto if omitted. Returned rows have shape {timestamp, series, value} — set config.xKey="timestamp", config.yKey="value", and a single series in config.yKeys for clean charting. ` +
         `For program panels (arbitrary provider data joins/cohorts not expressible in the other sources), first save-data-program (or reuse an existing one via list-data-programs), then set sql to a JSON descriptor: {"programId":"<id>","params":{...}}. See the data-programs skill for the emit(rows, schema) contract and the Risk Meeting worked example. ` +
-        `For extension panels, use config.extensionId by default so every dashboard viewer and scheduled report renders the author-selected shared extension. Use config.extensionSlotId only when the user explicitly asks for a personal/per-viewer slot; slot installs are per-user and automated report identities may have no install. ` +
+        `Native dashboard panels and Data Programs come first. Add an extension panel only when the user explicitly asks for a genuinely bespoke, one-off Custom Block for this dashboard and native panels cannot represent it faithfully. For a reusable/native capability call connect-builder instead. New agent-authored Custom Blocks use config.extensionId plus config.customBlock={authoredBy:"agent",intent:"one-off",scope:"dashboard",nativeGapReason:"custom-visualization"|"custom-interaction"|"custom-layout"|"other"}; never put prompt/customer text in that metadata. Use config.extensionSlotId only when the user explicitly asks for a personal/per-viewer slot; slot installs are per-user and automated report identities may have no install. ` +
         `Config is optional: { xKey, yKey, yKeys, yFormatter ('number'|'currency'|'percent'), rightYKeys, rightYFormatter, description, columns, pivot, limit, color, colors, stacked, legend, valueLabels }. ` +
         `For line/area/bar series that share an x-axis but not a unit (a count next to a rate), put the smaller-unit series on a second y-axis with config.rightYKeys (a subset of yKeys) and an optional config.rightYFormatter — do not build an extension for a dual-axis chart. ` +
         `Chart legends render automatically; set config.legend=false only when the user explicitly asks to hide the legend. ` +

package/corpus/templates/analytics/app/pages/adhoc/sql-dashboard/SqlChartCard.tsx

@@ -1,3 +1,4 @@
+import { sendToAgentChat } from "@agent-native/core/client/agent-chat";
 import { useActionMutation } from "@agent-native/core/client/hooks";
 import { useT } from "@agent-native/core/client/i18n";
 import { useDraggable } from "@dnd-kit/core";
@@ -12,6 +13,7 @@ import {
   IconDownload,
   IconMessageCircle,
   IconBrandGoogle,
+  IconArrowUpRight,
 } from "@tabler/icons-react";
 import { useQueryClient } from "@tanstack/react-query";
 import { memo, useCallback, useEffect, useMemo, useRef, useState } from "react";
@@ -39,6 +41,7 @@ import {
   DropdownMenu,
   DropdownMenuContent,
   DropdownMenuItem,
+  DropdownMenuLabel,
   DropdownMenuSeparator,
   DropdownMenuTrigger,
 } from "@/components/ui/dropdown-menu";
@@ -48,6 +51,7 @@ import {
   TooltipTrigger,
 } from "@/components/ui/tooltip";
 import type { SelectDashboardPanelOptions } from "@/hooks/use-dashboard-chat-context";
+import { buildCustomBlockPromotionRequest } from "@/lib/custom-block-promotion";
 import { cn } from "@/lib/utils";
 
 import { serializePanelSql } from "./panel-sql";
@@ -138,6 +142,9 @@ export function SqlChartCard({
   );
 
   const [confirmOpen, setConfirmOpen] = useState(false);
+  const [menuOpen, setMenuOpen] = useState(false);
+  const [openConfirmAfterMenuClose, setOpenConfirmAfterMenuClose] =
+    useState(false);
   const [expanded, setExpanded] = useState(false);
   const [extRefreshKey, setExtRefreshKey] = useState(0);
   const [exportCsv, setExportCsv] = useState<(() => void) | null>(null);
@@ -206,6 +213,28 @@ export function SqlChartCard({
     }
   }, [dashboardId, exportToGoogleSheets, filters, panel, t]);
 
+  const handlePromoteCustomBlock = useCallback(() => {
+    const extensionId = panel.config?.extensionId;
+    if (!dashboardId || !extensionId) return;
+    const dashboardName =
+      typeof extensionContext?.dashboardName === "string"
+        ? extensionContext.dashboardName
+        : undefined;
+    sendToAgentChat(
+      buildCustomBlockPromotionRequest(
+        {
+          dashboardId,
+          dashboardName,
+          panelId: panel.id,
+          panelTitle: panel.title,
+          extensionId,
+          nativeGapReason: panel.config?.customBlock?.nativeGapReason,
+        },
+        t("sqlDashboard.promoteCustomBlockMessage", { title: panel.title }),
+      ),
+    );
+  }, [dashboardId, extensionContext, panel, t]);
+
   const handleCardClick = useCallback(
     (event: React.MouseEvent<HTMLDivElement>) => {
       const target = event.target;
@@ -261,6 +290,20 @@ export function SqlChartCard({
     setExportCsv(null);
   }, [panel.id]);
 
+  useEffect(() => {
+    if (menuOpen || !openConfirmAfterMenuClose) return;
+    const frame = requestAnimationFrame(() => {
+      setOpenConfirmAfterMenuClose(false);
+      setConfirmOpen(true);
+    });
+    return () => cancelAnimationFrame(frame);
+  }, [menuOpen, openConfirmAfterMenuClose]);
+
+  const requestDeleteConfirmation = useCallback(() => {
+    setOpenConfirmAfterMenuClose(true);
+    setMenuOpen(false);
+  }, []);
+
   // Section panels render as a flush header row (no card chrome, full width)
   // so they read as dividers between groups of panels rather than as another
   // tile in the grid.
@@ -276,7 +319,7 @@ export function SqlChartCard({
           <h2 className="text-base font-semibold flex-1">{panel.title}</h2>
           {editable ? (
             <div className="flex items-center gap-1 opacity-0 group-hover:opacity-100">
-              <DropdownMenu>
+              <DropdownMenu open={menuOpen} onOpenChange={setMenuOpen}>
                 <Tooltip>
                   <TooltipTrigger asChild>
                     <DropdownMenuTrigger asChild>
@@ -301,9 +344,9 @@ export function SqlChartCard({
                   )}
                   {onEdit && <DropdownMenuSeparator />}
                   <DropdownMenuItem
-                    onSelect={(e) => {
-                      e.preventDefault();
-                      setConfirmOpen(true);
+                    onSelect={(event) => {
+                      event.preventDefault();
+                      requestDeleteConfirmation();
                     }}
                   >
                     <IconTrash className="h-4 w-4 mr-2" />
@@ -386,7 +429,7 @@ export function SqlChartCard({
           />
         )}
         <div className="absolute right-1 top-1 flex items-center gap-1 opacity-0 group-hover:opacity-100">
-          <DropdownMenu>
+          <DropdownMenu open={menuOpen} onOpenChange={setMenuOpen}>
             <Tooltip>
               <TooltipTrigger asChild>
                 <DropdownMenuTrigger asChild>
@@ -401,6 +444,19 @@ export function SqlChartCard({
               <TooltipContent>{t("sqlDashboard.panelOptions")}</TooltipContent>
             </Tooltip>
             <DropdownMenuContent align="end" className="w-44">
+              <DropdownMenuLabel className="font-normal">
+                <span className="block text-xs font-medium text-foreground">
+                  {t("sqlDashboard.customBlock")}
+                </span>
+                <span className="block text-[10px] leading-tight text-muted-foreground">
+                  {t(
+                    panel.config?.customBlock?.authoredBy === "agent"
+                      ? "sqlDashboard.customBlockAgentProvenance"
+                      : "sqlDashboard.customBlockProvenance",
+                  )}
+                </span>
+              </DropdownMenuLabel>
+              <DropdownMenuSeparator />
               <DropdownMenuItem
                 onSelect={() =>
                   onSelectForChat?.({ openSidebar: true, focus: true })
@@ -419,6 +475,15 @@ export function SqlChartCard({
                 <IconRefresh className="h-4 w-4 mr-2" />
                 {t("sqlDashboard.refresh")}
               </DropdownMenuItem>
+              {editable && panel.config?.extensionId ? (
+                <>
+                  <DropdownMenuSeparator />
+                  <DropdownMenuItem onSelect={handlePromoteCustomBlock}>
+                    <IconArrowUpRight className="h-4 w-4 mr-2" />
+                    {t("sqlDashboard.promoteToAppCode")}
+                  </DropdownMenuItem>
+                </>
+              ) : null}
               {editable ? (
                 <>
                   <DropdownMenuSeparator />
@@ -429,9 +494,9 @@ export function SqlChartCard({
                     </DropdownMenuItem>
                   ) : null}
                   <DropdownMenuItem
-                    onSelect={(e) => {
-                      e.preventDefault();
-                      setConfirmOpen(true);
+                    onSelect={(event) => {
+                      event.preventDefault();
+                      requestDeleteConfirmation();
                     }}
                   >
                     <IconTrash className="h-4 w-4 mr-2" />
@@ -542,7 +607,7 @@ export function SqlChartCard({
               </ViewSqlPopover>
             ) : null}
             {showPanelMenu ? (
-              <DropdownMenu>
+              <DropdownMenu open={menuOpen} onOpenChange={setMenuOpen}>
                 <Tooltip>
                   <TooltipTrigger asChild>
                     <DropdownMenuTrigger asChild>
@@ -611,9 +676,9 @@ export function SqlChartCard({
                   </DropdownMenuItem>
                   {editable ? (
                     <DropdownMenuItem
-                      onSelect={(e) => {
-                        e.preventDefault();
-                        setConfirmOpen(true);
+                      onSelect={(event) => {
+                        event.preventDefault();
+                        requestDeleteConfirmation();
                       }}
                     >
                       <IconTrash className="h-4 w-4 mr-2" />

package/corpus/templates/analytics/app/pages/adhoc/sql-dashboard/dashboard-save-queue.ts

@@ -0,0 +1,34 @@
+export type DashboardSaveResult = {
+  isLatest: boolean;
+};
+
+/**
+ * Full-config dashboard saves must stay ordered. Each interaction derives a
+ * complete config, so an older request completing last would otherwise write
+ * its stale panel list back over a newer edit.
+ */
+export function createDashboardSaveQueue<T>(
+  save: (config: T) => Promise<void>,
+): { enqueue(config: T): Promise<DashboardSaveResult> } {
+  let pendingCount = 0;
+  let tail: Promise<void> = Promise.resolve();
+
+  return {
+    enqueue(config) {
+      pendingCount += 1;
+      const saveResult = tail.then(async () => {
+        try {
+          await save(config);
+          return { isLatest: pendingCount === 1 };
+        } finally {
+          pendingCount -= 1;
+        }
+      });
+      tail = saveResult.then(
+        () => undefined,
+        () => undefined,
+      );
+      return saveResult;
+    },
+  };
+}

package/corpus/templates/analytics/app/pages/adhoc/sql-dashboard/index.tsx

@@ -1,5 +1,5 @@
 import { generateTabId } from "@agent-native/core/client/agent-chat";
-import { agentNativePath, appPath } from "@agent-native/core/client/api-path";
+import { appPath } from "@agent-native/core/client/api-path";
 import {
   useCollaborativeDoc,
   emailToColor,
@@ -143,6 +143,7 @@ import {
   sameDropSlot,
   type DashboardDropSlot,
 } from "./dashboard-layout";
+import { createDashboardSaveQueue } from "./dashboard-save-queue";
 import {
   createDashboardAdoptionHold,
   dashboardPrefetchInitialData,
@@ -588,6 +589,8 @@ function SqlDashboardPageContent({
   const [descriptionInput, setDescriptionInput] = useState("");
   const [loaded, setLoaded] = useState(false);
   const [confirmDeleteOpen, setConfirmDeleteOpen] = useState(false);
+  const [openDeleteAfterMenuClose, setOpenDeleteAfterMenuClose] =
+    useState(false);
   const [emailReportOpen, setEmailReportOpen] = useState(false);
   const [historyOpen, setHistoryOpen] = useState(false);
   const [undoRevisionId, setUndoRevisionId] = useState<string | null>(null);
@@ -601,9 +604,27 @@ function SqlDashboardPageContent({
   );
   const viewedDashboardIdRef = useRef<string | null>(null);
   const pendingConfigRef = useRef<DashboardAdoptionHold | null>(null);
+  const dashboardSaveQueueRef = useRef<{
+    dashboardId: string;
+    queue: ReturnType<typeof createDashboardSaveQueue<SqlDashboardConfig>>;
+  } | null>(null);
   const revisionRestoreInFlightRef = useRef(false);
   const canEdit = !reportScreenshot && resourceCanEdit(resourceAccess);
   const canManage = !reportScreenshot && resourceCanManage(resourceAccess);
+  useEffect(() => {
+    if (dashboardActionsOpen || !openDeleteAfterMenuClose) return;
+    const frame = requestAnimationFrame(() => {
+      setOpenDeleteAfterMenuClose(false);
+      setConfirmDeleteOpen(true);
+    });
+    return () => cancelAnimationFrame(frame);
+  }, [dashboardActionsOpen, openDeleteAfterMenuClose]);
+
+  const requestDashboardDelete = useCallback(() => {
+    setOpenDeleteAfterMenuClose(true);
+    setDashboardActionsOpen(false);
+  }, []);
+
   const resetRevisionNavigation = useCallback(() => {
     setUndoRevisionId(null);
     setRedoRevisionIds([]);
@@ -1004,23 +1025,19 @@ function SqlDashboardPageContent({
     reportScreenshot,
   ]);
 
-  /**
-   * Push a config update through the collab layer so other tabs/users
-   * receive the change in real time.
-   */
-  const pushToCollab = useCallback(
-    (updated: SqlDashboardConfig) => {
-      if (!collabDocId) return;
-      const body = JSON.stringify(updated);
-      fetch(agentNativePath(`/_agent-native/collab/${collabDocId}/text`), {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ text: body, requestSource: TAB_ID }),
-      }).catch(() => {
-        // Best-effort — the HTTP save is the source of truth
-      });
+  const enqueueDashboardSave = useCallback(
+    (id: string, updated: SqlDashboardConfig) => {
+      if (dashboardSaveQueueRef.current?.dashboardId !== id) {
+        dashboardSaveQueueRef.current = {
+          dashboardId: id,
+          queue: createDashboardSaveQueue((config) =>
+            saveDashboard(id, config),
+          ),
+        };
+      }
+      return dashboardSaveQueueRef.current.queue.enqueue(updated);
     },
-    [collabDocId],
+    [],
   );
 
   /**
@@ -1040,9 +1057,9 @@ function SqlDashboardPageContent({
       holdDashboardConfig();
       setDashboard(updated);
       updateCachedDashboardConfig(updated);
-      pushToCollab(updated);
-      saveDashboard(dashboardId, updated)
-        .then(() => {
+      void enqueueDashboardSave(dashboardId, updated)
+        .then(({ isLatest }) => {
+          if (!isLatest) return;
           queryClient.removeQueries({
             queryKey: sqlDashboardPrefetchKey(dashboardId),
           });
@@ -1069,9 +1086,9 @@ function SqlDashboardPageContent({
     [
       dashboardId,
       canEdit,
+      enqueueDashboardSave,
       holdDashboardConfig,
       queryClient,
-      pushToCollab,
       resetRevisionNavigation,
       t,
       updateCachedDashboardConfig,
@@ -1090,10 +1107,10 @@ function SqlDashboardPageContent({
       }
       resetRevisionNavigation();
       holdDashboardConfig();
-      await saveDashboard(dashboardId, updated);
+      const { isLatest } = await enqueueDashboardSave(dashboardId, updated);
+      if (!isLatest) return;
       setDashboard(updated);
       updateCachedDashboardConfig(updated);
-      pushToCollab(updated);
       queryClient.removeQueries({
         queryKey: sqlDashboardPrefetchKey(dashboardId),
       });
@@ -1106,9 +1123,9 @@ function SqlDashboardPageContent({
     [
       dashboardId,
       canEdit,
+      enqueueDashboardSave,
       holdDashboardConfig,
       queryClient,
-      pushToCollab,
       resetRevisionNavigation,
       t,
       updateCachedDashboardConfig,
@@ -1864,8 +1881,7 @@ function SqlDashboardPageContent({
               <DropdownMenuItem
                 onSelect={(event) => {
                   event.preventDefault();
-                  setDashboardActionsOpen(false);
-                  setConfirmDeleteOpen(true);
+                  requestDashboardDelete();
                 }}
                 className="text-destructive focus:text-destructive"
               >

package/corpus/templates/analytics/app/pages/adhoc/sql-dashboard/types.ts

@@ -116,6 +116,21 @@ export interface SqlPanelConfig {
    * personal installs render in the box and receive dashboard context.
    */
   extensionSlotId?: string;
+  /**
+   * Provenance for a deliberately one-off Custom Block. New agent-authored
+   * blocks set this so the UI and telemetry can distinguish a runtime patch
+   * from legacy extension-backed panels without exposing prompt text.
+   */
+  customBlock?: {
+    authoredBy: "agent" | "user";
+    intent: "one-off";
+    scope: "dashboard";
+    nativeGapReason:
+      | "custom-visualization"
+      | "custom-interaction"
+      | "custom-layout"
+      | "other";
+  };
 }
 
 export interface SqlPanel {

package/corpus/templates/analytics/app/pages/analyses/AnalysisDetail.tsx

@@ -151,7 +151,7 @@ export default function AnalysisDetail() {
     send({
       message: t("analyses.rerunMessage", { name: analysis.name }),
       context:
-        `This is a re-run of a legacy saved ad-hoc analysis. Treat the refreshed result as a dashboard artifact: REAL_DATA_REQUIRED: run at least one real data-source query action before saving or answering; data-source-status and generate-chart do not count as data queries. If no source can answer, report the exact unavailable/error result instead of saving guessed results. If the report needs bespoke UI, create an extension and immediately embed it in a dashboard panel with config.extensionId. Only call save-analysis when the user explicitly asks to preserve this legacy analysis record.\n\n` +
+        `This is a re-run of a legacy saved ad-hoc analysis. Treat the refreshed result as a dashboard artifact: REAL_DATA_REQUIRED: run at least one real data-source query action before saving or answering; data-source-status and generate-chart do not count as data queries. If no source can answer, report the exact unavailable/error result instead of saving guessed results. Build with native dashboard panels and Data Programs first. Create a dashboard-scoped Custom Block only when the user explicitly wants a bespoke one-off result that native panels cannot represent; set config.extensionId and categorical config.customBlock provenance. Route reusable/native capability requests through connect-builder. Only call save-analysis when the user explicitly asks to preserve this legacy analysis record.\n\n` +
         `Use these instructions to reproduce it:\n\n` +
         `Analysis ID: ${analysis.id}\n` +
         `Original question: ${analysis.question}\n\n` +

package/corpus/templates/analytics/changelog/2026-07-29-chat-history-now-closes-smoothly-and-stays-ready-when-you-re.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Chat history now closes smoothly and stays ready when you return to Ask.

package/corpus/templates/analytics/changelog/2026-07-29-chat-history-stays-visible-when-you-return-to-the-dashboard.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Chat history stays visible when you return to the dashboard.

package/corpus/templates/analytics/changelog/2026-07-29-custom-dashboard-blocks-now-identify-one-off-agent-patches-a.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Custom dashboard blocks now identify one-off agent patches and can be promoted to reusable app code.

package/corpus/templates/analytics/changelog/2026-07-29-dashboard-chart-deletions-now-save-in-order-so-removed-rows-.md

@@ -0,0 +1,6 @@
+---
+type: fixed
+date: 2026-07-29
+---
+
+Dashboard chart deletions now save in order, so removed rows stay gone after refresh.

package/corpus/templates/analytics/changelog/2026-07-29-dashboard-chart-loaders-are-easier-to-see-and-animate-more-s.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Dashboard chart loaders are easier to see and animate more smoothly.

package/corpus/templates/analytics/changelog/2026-07-29-plan-mode-can-now-query-connected-analytics-sources-while-ke.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Plan mode can now query connected analytics sources while keeping changes blocked.

package/corpus/templates/analytics/changelog/2026-07-29-plan-mode-can-use-clips-as-read-only-prompt-context.md

@@ -0,0 +1,6 @@
+---
+type: fixed
+date: 2026-07-29
+---
+
+Plan mode can follow agent-readable context from shared URLs, and large Custom Blocks load focused excerpts without stalling.

package/corpus/templates/analytics/changelog/2026-07-29-sidebar-footers-now-keep-feedback-search-and-collapse-togeth.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Sidebar footers now keep Feedback, Search, and Collapse together without a separate language shortcut.

package/corpus/templates/analytics/changelog/2026-07-29-signup-entry-pages-now-show-the-first-page-viewed-before-eac.md

@@ -0,0 +1,6 @@
+---
+type: improved
+date: 2026-07-29
+---
+
+Signup entry pages now show the first page viewed before each tracked signup.

package/corpus/templates/analytics/seeds/dashboards/agent-native-templates-first-party.json

@@ -651,7 +651,7 @@
       "width": 1,
       "columns": 3,
       "config": {
-        "description": "Signups attributed to shared clips and plans, who is driving referrals, and the share view to click to signup funnel. referral_* and utm_* fields are read from the signup event's properties JSON; share_view and share_cta_click track shared-surface engagement."
+        "description": "Signups attributed to shared clips and plans, who is driving referrals, and the share view to click to signup funnel. referral_* and utm_* fields are read from the signup event's properties JSON; browser identity now also links pre-signup pageviews to the signup event."
       }
     },
     {
@@ -707,6 +707,31 @@
         "description": "Signups grouped by referral_source over the window. Null/empty sources are bucketed as direct."
       }
     },
+    {
+      "id": "signup-entry-pages-90d",
+      "title": "Signup Entry Pages (90d)",
+      "chartType": "table",
+      "source": "first-party",
+      "width": 1,
+      "sql": "WITH signups AS (SELECT id AS signup_id, anonymous_id, timestamp::timestamptz AS signup_at FROM analytics_events WHERE event_name = 'signup' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD') AND anonymous_id IS NOT NULL AND anonymous_id <> ''), ranked_pageviews AS (SELECT signups.signup_id, COALESCE(NULLIF(pageviews.path, ''), '(unknown)') AS entry_path, ROW_NUMBER() OVER (PARTITION BY signups.signup_id ORDER BY pageviews.timestamp::timestamptz ASC, pageviews.id ASC) AS position FROM signups JOIN analytics_events AS pageviews ON pageviews.event_name = 'pageview' AND pageviews.anonymous_id = signups.anonymous_id AND pageviews.timestamp::timestamptz >= signups.signup_at - INTERVAL '400 days' AND pageviews.timestamp::timestamptz < signups.signup_at) SELECT entry_path, COUNT(*) AS signups FROM ranked_pageviews WHERE position = 1 GROUP BY entry_path ORDER BY signups DESC LIMIT 20",
+      "config": {
+        "timeScope": "cohort-history",
+        "description": "First tracked pageview from the 400 days before each signup in the window, joined through the browser anonymous id. Signups without a browser identity are intentionally excluded.",
+        "sortable": true,
+        "limit": 20,
+        "columns": [
+          {
+            "key": "entry_path",
+            "label": "First pageview"
+          },
+          {
+            "key": "signups",
+            "label": "Signups",
+            "format": "number"
+          }
+        ]
+      }
+    },
     {
       "id": "referred-signups-over-time",
       "title": "Referred Signups Over Time (90d)",

package/corpus/templates/analytics/server/lib/agent-chat-plan-mode.ts

@@ -1,5 +1,3 @@
-import type { ActionEntry } from "@agent-native/core/server";
-
 export const INITIAL_TOOL_NAMES = [
   "view-screen",
   "data-source-status",
@@ -44,34 +42,3 @@ export const INITIAL_TOOL_NAMES = [
   "hubspot-records",
   "navigate",
 ];
-
-export const PLAN_MODE_ACT_ONLY_TOOLS = new Set([
-  "query-agent-native-analytics",
-  "bigquery",
-  "provider-api-request",
-  "provider-corpus-job",
-  "query-staged-dataset",
-  "account-deep-dive",
-  "hubspot-deals",
-  "hubspot-records",
-  "hubspot-pipelines",
-  "gong-calls",
-  "gong-native-insights",
-  "github-repo-files",
-  "jira-search",
-  "slack-messages",
-  "sentry",
-]);
-
-export function applyAnalyticsPlanModePolicy(
-  actions: Record<string, ActionEntry>,
-): Record<string, ActionEntry> {
-  return Object.fromEntries(
-    Object.entries(actions).map(([name, entry]) => [
-      name,
-      PLAN_MODE_ACT_ONLY_TOOLS.has(name)
-        ? { ...entry, allowInPlanMode: false }
-        : entry,
-    ]),
-  );
-}

package/corpus/templates/analytics/server/lib/canonical-first-party-dashboard-repair.ts

@@ -10,8 +10,15 @@ export const LEGACY_NEW_VS_RECURRING_USERS_SQL = `WITH all_users AS (SELECT NULL
 const LEGACY_NEW_VS_RECURRING_USERS_DESCRIPTION =
   "Daily signed-in visitors split by first-ever session (New) vs return visit (Recurring), stacked with Recurring on the bottom and New on top. Docs excluded. A user is New only on their all-time first active day.";
 const NEW_VS_RECURRING_USERS_SQL = `WITH first_seen AS (SELECT NULLIF(user_key, '') AS user_key, MIN(event_date) AS first_date FROM analytics_events WHERE event_name = 'session status' AND signed_in = 'true' AND NULLIF(user_key, '') IS NOT NULL AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), 'unknown')) <> 'docs' AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(user_id, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(user_id, '')) LIKE '%@builder.io')) AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD') GROUP BY 1), activity AS (SELECT NULLIF(user_key, '') AS user_key, event_date FROM analytics_events WHERE event_name = 'session status' AND signed_in = 'true' AND NULLIF(user_key, '') IS NOT NULL AND lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), 'unknown')) <> 'docs' AND ('{{emailFilter}}' IN ('', 'all') OR ('{{emailFilter}}' = 'exclude_builder' AND lower(coalesce(user_id, '')) NOT LIKE '%@builder.io') OR ('{{emailFilter}}' = 'only_builder' AND lower(coalesce(user_id, '')) LIKE '%@builder.io')) AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD') AND ('{{timeRange}}' IN ('', 'all') OR ('{{timeRange}}' = '7d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '7 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '30d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '30 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '90d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '90 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '180d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '180 days', 'YYYY-MM-DD')) OR ('{{timeRange}}' = '365d' AND event_date >= to_char(CURRENT_DATE - INTERVAL '365 days', 'YYYY-MM-DD')))), daily AS (SELECT a.event_date AS date, CASE WHEN a.event_date = f.first_date THEN 'New' ELSE 'Recurring' END AS user_type, COUNT(DISTINCT a.user_key) AS users FROM activity a JOIN first_seen f ON f.user_key = a.user_key GROUP BY 1, 2) SELECT date, user_type, users FROM daily ORDER BY date, CASE WHEN user_type = 'Recurring' THEN 0 ELSE 1 END`;
+const MARKETING_SITE_TEMPLATE_FILTER =
+  "lower(COALESCE(NULLIF(template, ''), NULLIF(properties::jsonb ->> 'templateId', ''), NULLIF(app, ''), NULLIF(properties::jsonb ->> 'agent_native_app', ''), 'unknown')) <> 'www'";
+const NEW_VS_RECURRING_USERS_WITHOUT_MARKETING_SITE_SQL =
+  NEW_VS_RECURRING_USERS_SQL.replace(
+    " <> 'docs' AND ",
+    ` <> 'docs' AND ${MARKETING_SITE_TEMPLATE_FILTER} AND `,
+  );
 const NEW_VS_RECURRING_USERS_DESCRIPTION =
-  "Daily signed-in visitors split by first active day observed in the previous 365 days (New) vs return visit (Recurring), stacked with Recurring on the bottom and New on top. Docs excluded.";
+  "Daily signed-in visitors split by first active day observed in the previous 365 days (New) vs return visit (Recurring), stacked with Recurring on the bottom and New on top. Docs and marketing-site traffic are excluded.";
 
 const CANONICAL_CUSTOM_PANEL_REPLACEMENTS: readonly ExactFirstPartyPanelReplacement[] =
   [
@@ -25,8 +32,11 @@ const CANONICAL_CUSTOM_PANEL_REPLACEMENTS: readonly ExactFirstPartyPanelReplacem
     },
     {
       id: "new-vs-recurring-users",
-      legacySql: [LEGACY_NEW_VS_RECURRING_USERS_SQL],
-      sql: NEW_VS_RECURRING_USERS_SQL,
+      legacySql: [
+        LEGACY_NEW_VS_RECURRING_USERS_SQL,
+        NEW_VS_RECURRING_USERS_SQL,
+      ],
+      sql: NEW_VS_RECURRING_USERS_WITHOUT_MARKETING_SITE_SQL,
       legacyDescription: LEGACY_NEW_VS_RECURRING_USERS_DESCRIPTION,
       description: NEW_VS_RECURRING_USERS_DESCRIPTION,
     },