@agent-native/core 0.88.0 → 0.90.1

package/corpus/templates/analytics/actions/ensure-risk-meeting-dashboard.ts

@@ -0,0 +1,247 @@
+import { readFileSync } from "node:fs";
+import path from "node:path";
+import { fileURLToPath } from "node:url";
+
+import { defineAction, embedApp } from "@agent-native/core";
+import { upsertDataProgram } from "@agent-native/core/data-programs";
+import {
+  buildDeepLink,
+  getRequestOrgId,
+  getRequestUserEmail,
+} from "@agent-native/core/server";
+import { z } from "zod";
+
+import { getDashboard, upsertDashboard } from "../server/lib/dashboards-store";
+
+const APP_ID = "analytics";
+const DASHBOARD_ID = "risk-meeting";
+const DASHBOARD_TITLE = "Risk Meeting";
+const REFRESH_MODE = "ttl" as const;
+const REFRESH_TTL_MS = 900_000; // 15 minutes.
+
+const COHORT_PROGRAM_NAME = "risk-meeting-cohort";
+const EARLY_WARNING_PROGRAM_NAME = "risk-meeting-pylon-early-warning";
+
+interface ProgramSeedDef {
+  name: string;
+  title: string;
+  description: string;
+  filename: string;
+}
+
+const PROGRAM_SEEDS: ProgramSeedDef[] = [
+  {
+    name: COHORT_PROGRAM_NAME,
+    title: "Risk Meeting — HubSpot cohort",
+    description:
+      "HubSpot deals in the Risk Meeting risk_status cohort, joined to Pylon " +
+      "account sentiment by company domain. Worked example of the generic " +
+      "provider-access pattern: deal-property IN-search + batched " +
+      "association/company lookups + a cross-provider join, entirely inside " +
+      "one stored data program (no bespoke vendor action).",
+    filename: "risk-meeting-cohort.js",
+  },
+  {
+    name: EARLY_WARNING_PROGRAM_NAME,
+    title: "Risk Meeting — Pylon early warning",
+    description:
+      "Enterprise Pylon accounts with at-risk support sentiment that have " +
+      "NOT yet appeared in the HubSpot risk cohort — support signal outrunning " +
+      "CRM signal. Demonstrates excluding one provider's cohort from another's " +
+      "inside a single data program.",
+    filename: "risk-meeting-pylon-early-warning.js",
+  },
+];
+
+// ---------------------------------------------------------------------------
+// Seed code loading.
+//
+// Mirrors the `loadDashboardSeed` pattern in `../server/lib/dashboard-seeds.ts`:
+// resolve a handful of candidate on-disk paths relative to this module and to
+// the process cwd, so the same lookup works in local dev, `pnpm action`, and
+// bundled/serverless builds where the template root may be laid out
+// differently. Unlike JSON dashboard seeds, these are stored as raw JS text —
+// see the comment atop each seed file for why `.js` under `seeds/` is the
+// stored-program payload format, not a build source file.
+// ---------------------------------------------------------------------------
+
+const seedCodeCache = new Map<string, string>();
+
+function loadProgramCode(filename: string): string {
+  const cached = seedCodeCache.get(filename);
+  if (cached !== undefined) return cached;
+
+  const moduleDir = path.dirname(fileURLToPath(import.meta.url));
+  const candidates = Array.from(
+    new Set([
+      // actions/ -> template root is one level up in source/dev.
+      path.resolve(moduleDir, "..", "seeds", "data-programs", filename),
+      path.resolve(process.cwd(), "seeds", "data-programs", filename),
+      path.resolve(
+        process.cwd(),
+        "templates",
+        "analytics",
+        "seeds",
+        "data-programs",
+        filename,
+      ),
+    ]),
+  );
+
+  for (const file of candidates) {
+    try {
+      const code = readFileSync(file, "utf-8");
+      seedCodeCache.set(filename, code);
+      return code;
+    } catch (err: any) {
+      if (err?.code !== "ENOENT") {
+        console.warn(
+          `[ensure-risk-meeting-dashboard] failed to read seed ${filename} from ${file}:`,
+          err?.message ?? err,
+        );
+      }
+    }
+  }
+
+  throw new Error(
+    `Risk Meeting data-program seed "${filename}" not found. Looked in: ${candidates.join(", ")}`,
+  );
+}
+
+function programPanel(id: string, title: string, programId: string) {
+  return {
+    id,
+    title,
+    source: "program",
+    chartType: "table",
+    width: 2,
+    sql: JSON.stringify({ programId }),
+  };
+}
+
+interface EnsureCtx {
+  email: string;
+  orgId: string | null;
+}
+
+export interface EnsureRiskMeetingDashboardResult {
+  dashboardId: string;
+  programIds: Record<string, string>;
+  created: boolean;
+}
+
+/**
+ * Idempotent installer: upserts the two Risk Meeting data programs (keyed by
+ * stable `name`, so re-running updates the same rows instead of duplicating
+ * them) and a two-panel "Risk Meeting" dashboard that binds each panel to its
+ * program via the `"program"` panel source. Programs and the dashboard are
+ * created under the CALLER's ownership — no credentials are required at
+ * install time; HubSpot/Pylon auth resolves per-viewer the first time a panel
+ * (or an agent `run-data-program` call) actually executes the program.
+ */
+export async function ensureRiskMeetingDashboard(
+  ctx: EnsureCtx,
+): Promise<EnsureRiskMeetingDashboardResult> {
+  if (!ctx.email) throw new Error("no authenticated user");
+
+  const programIds: Record<string, string> = {};
+  for (const seed of PROGRAM_SEEDS) {
+    const code = loadProgramCode(seed.filename);
+    const program = await upsertDataProgram({
+      appId: APP_ID,
+      name: seed.name,
+      title: seed.title,
+      description: seed.description,
+      code,
+      refreshMode: REFRESH_MODE,
+      refreshTtlMs: REFRESH_TTL_MS,
+      background: false,
+      ownerEmail: ctx.email,
+      orgId: ctx.orgId ?? null,
+    });
+    programIds[seed.name] = program.id;
+  }
+
+  const existing = await getDashboard(DASHBOARD_ID, {
+    email: ctx.email,
+    orgId: ctx.orgId ?? null,
+  });
+
+  const config = {
+    name: DASHBOARD_TITLE,
+    description:
+      "HubSpot deal-property risk cohort joined with Pylon account sentiment, " +
+      "plus Pylon-only early-warning accounts not yet in the HubSpot cohort. " +
+      "Both panels are bound to stored data programs — see the data-programs " +
+      "skill for how the underlying join works.",
+    panels: [
+      programPanel(
+        "risk-meeting-cohort-panel",
+        "Risk Meeting Cohort (HubSpot x Pylon)",
+        programIds[COHORT_PROGRAM_NAME],
+      ),
+      programPanel(
+        "risk-meeting-early-warning-panel",
+        "Pylon Early Warning (not yet in HubSpot cohort)",
+        programIds[EARLY_WARNING_PROGRAM_NAME],
+      ),
+    ],
+  };
+
+  await upsertDashboard(DASHBOARD_ID, "sql", config, {
+    email: ctx.email,
+    orgId: ctx.orgId ?? null,
+  });
+
+  return {
+    dashboardId: DASHBOARD_ID,
+    programIds,
+    created: !existing,
+  };
+}
+
+export default defineAction({
+  description:
+    "Install (or update, idempotently) the Risk Meeting dashboard: a worked example of the " +
+    "generic provider-access pattern combining a HubSpot deal-property risk cohort (arbitrary " +
+    "property IN-search), a HubSpot deal -> company -> domain join, and a Pylon account " +
+    "sentiment join, entirely inside two stored data programs with zero vendor-specific action " +
+    "code. Safe to re-run: upserts the same data programs by name and the same dashboard by id. " +
+    "Creation succeeds without HubSpot/Pylon credentials configured — provider auth resolves " +
+    "per-viewer only when a panel or run-data-program call actually executes a program.",
+  schema: z.object({}),
+  mcpApp: {
+    compactCatalog: true,
+    resource: embedApp({
+      title: "Risk Meeting dashboard",
+      description: "Open the installed Risk Meeting dashboard in Analytics.",
+      iframeTitle: "Agent-Native Analytics",
+      openLabel: "Open Risk Meeting dashboard",
+      height: 680,
+    }),
+  },
+  run: async () => {
+    const email = getRequestUserEmail();
+    if (!email) throw new Error("no authenticated user");
+    return ensureRiskMeetingDashboard({
+      email,
+      orgId: getRequestOrgId() || null,
+    });
+  },
+  link: ({ result }) => {
+    const dashboardId =
+      result && typeof result === "object"
+        ? (result as { dashboardId?: string | null }).dashboardId
+        : null;
+    if (!dashboardId) return null;
+    return {
+      url: buildDeepLink({
+        app: "analytics",
+        view: "adhoc",
+        params: { dashboardId },
+      }),
+      label: "Open Risk Meeting dashboard",
+      view: "adhoc",
+    };
+  },
+});

package/corpus/templates/analytics/actions/update-data-source-credentials.ts

@@ -0,0 +1,123 @@
+import { defineAction } from "@agent-native/core/action";
+import { z } from "zod";
+
+import {
+  credentialKeys,
+  optionalCredentialKeys,
+  partitionCredentialUpdate,
+} from "../server/lib/credential-keys";
+import { deleteCredential, saveCredential } from "../server/lib/credentials";
+import { tryRequestCredentialContext } from "../server/lib/credentials-context";
+import { loadDashboardSeed } from "../server/lib/dashboard-seeds";
+import {
+  getScopedSettingRecord,
+  putScopedSettingRecord,
+  resolveRequestScope,
+} from "../server/lib/scoped-settings";
+
+const GA4_CREDENTIAL_KEYS = new Set([
+  "GA4_PROPERTY_ID",
+  "GOOGLE_APPLICATION_CREDENTIALS_JSON",
+]);
+const GA_DASHBOARD_ID = "google-analytics";
+const SQL_DASHBOARD_KEY = `sql-dashboard-${GA_DASHBOARD_ID}`;
+const ALLOWED_KEYS = new Set(credentialKeys.map((k) => k.key));
+
+function validateCredential(key: string, value: string): string | null {
+  if (key !== "GOOGLE_APPLICATION_CREDENTIALS_JSON") return null;
+
+  let parsed: Record<string, unknown>;
+  try {
+    parsed = JSON.parse(value);
+  } catch {
+    return "Service Account JSON is not valid JSON. Upload the file you downloaded from Google Cloud.";
+  }
+
+  if ("web" in parsed || "installed" in parsed) {
+    return "This looks like an OAuth 2.0 client credential, not a service account key. In Google Cloud Console, go to IAM -> Service Accounts -> (pick an account) -> Keys -> Add Key -> Create new key -> JSON, then upload that file.";
+  }
+
+  if (
+    parsed.type !== "service_account" ||
+    typeof parsed.private_key !== "string" ||
+    typeof parsed.client_email !== "string"
+  ) {
+    return 'Invalid service account JSON: expected fields "type": "service_account", "private_key", and "client_email".';
+  }
+
+  return null;
+}
+
+export default defineAction({
+  description:
+    "UI-only: save or clear Analytics data-source credentials. Secret values are encrypted and never returned.",
+  schema: z.object({
+    vars: z
+      .array(
+        z.object({
+          key: z.string(),
+          value: z.string(),
+        }),
+      )
+      .min(1),
+  }),
+  agentTool: false,
+  run: async ({ vars }) => {
+    const recognized = vars.filter((v) => ALLOWED_KEYS.has(v.key));
+    if (recognized.length === 0) {
+      throw new Error("No recognized credential keys in request");
+    }
+
+    const { toSave, toDelete, blankRequired } = partitionCredentialUpdate(
+      recognized,
+      optionalCredentialKeys,
+    );
+    if (blankRequired.length > 0) {
+      throw new Error(
+        `Cannot clear required credentials: ${blankRequired.join(", ")}`,
+      );
+    }
+    if (toSave.length === 0 && toDelete.length === 0) {
+      throw new Error("No values to save or delete");
+    }
+
+    for (const { key, value } of toSave) {
+      const validationError = validateCredential(key, value);
+      if (validationError) throw new Error(validationError);
+    }
+
+    const ctx = tryRequestCredentialContext();
+    if (!ctx) throw new Error("Sign in to save credentials");
+
+    for (const { key, value } of toSave) {
+      await saveCredential(key, value, ctx);
+    }
+    for (const key of toDelete) {
+      await deleteCredential(key, ctx);
+    }
+
+    const savedKeys = new Set(toSave.map((v) => v.key));
+    const savedGaCred = [...GA4_CREDENTIAL_KEYS].some((key) =>
+      savedKeys.has(key),
+    );
+    if (savedGaCred) {
+      try {
+        const scope = resolveRequestScope();
+        const existing = await getScopedSettingRecord(scope, SQL_DASHBOARD_KEY);
+        if (!existing) {
+          const seed = loadDashboardSeed(GA_DASHBOARD_ID);
+          if (seed) {
+            await putScopedSettingRecord(scope, SQL_DASHBOARD_KEY, seed);
+          }
+        }
+      } catch (err) {
+        console.warn(
+          "[credentials] failed to seed google-analytics dashboard:",
+          err instanceof Error ? err.message : err,
+        );
+      }
+    }
+
+    return { saved: toSave.map((v) => v.key), deleted: toDelete };
+  },
+});

package/corpus/templates/analytics/app/components/InlineMetric.tsx

@@ -1,5 +1,5 @@
-import { Card, CardContent } from "@agent-native/toolkit/ui/card";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
+import { Card, CardContent } from "@/components/ui/card";
+import { Skeleton } from "@/components/ui/skeleton";
 
 interface InlineMetricProps {
   title: string;

package/corpus/templates/analytics/app/components/dashboard/CumulativeNetChart.tsx

@@ -1,11 +1,4 @@
 import { useT } from "@agent-native/core/client";
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
 import {
   Area,
   AreaChart,
@@ -17,6 +10,8 @@ import {
   YAxis,
 } from "recharts";
 
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Skeleton } from "@/components/ui/skeleton";
 import {
   chartAxisStroke,
   chartGridStroke,

package/corpus/templates/analytics/app/components/dashboard/DataTable.tsx

@@ -1,19 +1,21 @@
 import { useT } from "@agent-native/core/client";
-import { Button } from "@agent-native/toolkit/ui/button";
 import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
+  IconArrowsUpDown,
+  IconChevronLeft,
+  IconChevronRight,
+} from "@tabler/icons-react";
+import { useState, useMemo } from "react";
+
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import {
   Select,
   SelectContent,
   SelectItem,
   SelectTrigger,
   SelectValue,
-} from "@agent-native/toolkit/ui/select";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
+} from "@/components/ui/select";
+import { Skeleton } from "@/components/ui/skeleton";
 import {
   Table,
   TableBody,
@@ -21,14 +23,7 @@ import {
   TableHead,
   TableHeader,
   TableRow,
-} from "@agent-native/toolkit/ui/table";
-import {
-  IconArrowsUpDown,
-  IconChevronLeft,
-  IconChevronRight,
-} from "@tabler/icons-react";
-import { useState, useMemo } from "react";
-
+} from "@/components/ui/table";
 import { cn } from "@/lib/utils";
 
 const PAGE_SIZE_OPTIONS = [10, 25, 50, 100];

package/corpus/templates/analytics/app/components/dashboard/DateRangePicker.tsx

@@ -1,5 +1,4 @@
-import { Button } from "@agent-native/toolkit/ui/button";
-
+import { Button } from "@/components/ui/button";
 import { cn } from "@/lib/utils";
 
 export type DateRange = "7d" | "30d" | "90d";

package/corpus/templates/analytics/app/components/dashboard/MetricCard.tsx

@@ -1,10 +1,5 @@
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Skeleton } from "@/components/ui/skeleton";
 
 interface MetricCardProps {
   title: string;

package/corpus/templates/analytics/app/components/dashboard/RecentActivity.tsx

@@ -1,16 +1,13 @@
 import { useT } from "@agent-native/core/client";
-import {
-  Avatar,
-  AvatarFallback,
-  AvatarImage,
-} from "@agent-native/toolkit/ui/avatar";
+
+import { Avatar, AvatarFallback, AvatarImage } from "@/components/ui/avatar";
 import {
   Card,
   CardContent,
   CardHeader,
   CardTitle,
   CardDescription,
-} from "@agent-native/toolkit/ui/card";
+} from "@/components/ui/card";
 
 const activities = [
   {

package/corpus/templates/analytics/app/components/dashboard/RevenueChart.tsx

@@ -1,10 +1,4 @@
 import { useT } from "@agent-native/core/client";
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
 import {
   Area,
   AreaChart,
@@ -15,6 +9,7 @@ import {
   YAxis,
 } from "recharts";
 
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import {
   chartAxisStroke,
   chartGridStroke,

package/corpus/templates/analytics/app/components/dashboard/RevenueComparisonChart.tsx

@@ -1,11 +1,4 @@
 import { useT } from "@agent-native/core/client";
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
 import {
   Bar,
   CartesianGrid,
@@ -19,6 +12,8 @@ import {
   YAxis,
 } from "recharts";
 
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Skeleton } from "@/components/ui/skeleton";
 import { chartAxisStroke, chartGridStroke } from "@/lib/chart-theme";
 
 interface RevenueComparisonChartProps {

package/corpus/templates/analytics/app/components/dashboard/SqlChart.tsx

@@ -1,20 +1,5 @@
 import { useT } from "@agent-native/core/client";
 import { EmbeddedExtension } from "@agent-native/core/client/extensions";
-import { Button } from "@agent-native/toolkit/ui/button";
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from "@agent-native/toolkit/ui/select";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
 import {
   IconArrowsSort,
   IconSortAscending,
@@ -57,6 +42,17 @@ import {
   YAxis,
 } from "recharts";
 
+import { Button } from "@/components/ui/button";
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from "@/components/ui/select";
+import { Skeleton } from "@/components/ui/skeleton";
+
 const PAGE_SIZE_OPTIONS = [10, 25, 50, 100];
 import { useSqlQuery } from "@/lib/sql-query";
 import { serializePanelSql } from "@/pages/adhoc/sql-dashboard/panel-sql";

package/corpus/templates/analytics/app/components/dashboard/StatsCard.tsx

@@ -1,10 +1,4 @@
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
 import { cn } from "@/lib/utils";
 
 interface StatsCardProps {

package/corpus/templates/analytics/app/components/dashboard/TimeSeriesChart.tsx

@@ -1,11 +1,4 @@
 import { useT } from "@agent-native/core/client";
-import {
-  Card,
-  CardContent,
-  CardHeader,
-  CardTitle,
-} from "@agent-native/toolkit/ui/card";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
 import {
   Area,
   AreaChart,
@@ -16,6 +9,8 @@ import {
   YAxis,
 } from "recharts";
 
+import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card";
+import { Skeleton } from "@/components/ui/skeleton";
 import {
   chartAxisStroke,
   chartGridStroke,

package/corpus/templates/analytics/app/components/layout/CommandPalette.tsx

@@ -8,22 +8,6 @@ import {
   useT,
 } from "@agent-native/core/client";
 import { extensionPath } from "@agent-native/core/client/extensions";
-import {
-  CommandDialog,
-  CommandInput,
-  CommandList,
-  CommandEmpty,
-  CommandGroup,
-  CommandItem,
-} from "@agent-native/toolkit/ui/command";
-import {
-  Dialog,
-  DialogContent,
-  DialogHeader,
-  DialogTitle,
-} from "@agent-native/toolkit/ui/dialog";
-import { Label } from "@agent-native/toolkit/ui/label";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
 import {
   IconFlask,
   IconTool,
@@ -39,6 +23,22 @@ import { useTheme } from "next-themes";
 import { useEffect, useState, useCallback } from "react";
 import { useNavigate } from "react-router";
 
+import {
+  CommandDialog,
+  CommandInput,
+  CommandList,
+  CommandEmpty,
+  CommandGroup,
+  CommandItem,
+} from "@/components/ui/command";
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog";
+import { Label } from "@/components/ui/label";
+import { Skeleton } from "@/components/ui/skeleton";
 import { dashboards } from "@/pages/adhoc/registry";
 
 import changelog from "../../../CHANGELOG.md?raw";

package/corpus/templates/analytics/app/components/layout/Header.tsx

@@ -49,7 +49,7 @@ export function Header() {
   const fallbackTitle = resolveTitle(location.pathname, t);
 
   return (
-    <header className="flex h-12 items-center gap-3 border-b border-border bg-background px-4 lg:px-6 shrink-0">
+    <header className="hidden h-12 shrink-0 items-center gap-3 border-b border-border bg-background px-4 md:flex lg:px-6">
       <div className="flex items-center gap-3 flex-1 min-w-0">
         {title ??
           (typeof fallbackTitle === "string" ? (
@@ -62,7 +62,7 @@ export function Header() {
       </div>
       <div className="flex items-center gap-2 shrink-0">
         {actions}
-        <RunsTray pollMs={1500} />
+        <RunsTray />
         <AgentToggleButton />
       </div>
     </header>

package/corpus/templates/analytics/app/components/layout/HeaderActions.tsx

@@ -1,5 +1,4 @@
 import { useT } from "@agent-native/core/client";
-import { Skeleton } from "@agent-native/toolkit/ui/skeleton";
 import {
   useEffect,
   useSyncExternalStore,
@@ -7,6 +6,8 @@ import {
   type FC,
 } from "react";
 
+import { Skeleton } from "@/components/ui/skeleton";
+
 /**
  * External store for the page's header title + actions. We use an external
  * store (not React context) so that pages can inject ReactNode without