@aglyn/plugins-ai 1.0.0-beta.143

package/src/lib/tools/ai-crm-tool.js

@@ -0,0 +1,488 @@
+import { _ as _extends } from "@swc/helpers/_/_extends";
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { CRM_MERGE_FIELDS, crmMergeFieldsIn } from "@aglyn/aglyn/app-utils/crm-email-templates";
+import { AI_CRM_LIMITS } from "../model/ai-crm.js";
+/**
+ * The strict tools CRM by AI answers through (AGL-2917), and the checks that
+ * hold each answer to what the CRM can take.
+ *
+ * - `propose_record_insight` — a record's summary, and by kind: the next step
+ *   as a task (a contact, company or deal), a stage (a deal), a lead's
+ *   standing. One schema per kind, so no answer carries a field its record
+ *   cannot use, and each keeps its nullable fields to the one or two a member
+ *   may legitimately be offered nothing for.
+ * - `propose_email_draft` — a subject and a plain-text message.
+ * - `propose_column_matches` — the columns of a file matched to import fields.
+ *
+ * A strict schema forbids extra keys, requires every key, says "no value" with
+ * `null`, and accepts no length keyword, so every length is stated in a
+ * description and enforced here. A check returns a value only when nothing in
+ * the answer is broken, and otherwise the violations and the parts at fault,
+ * for the generation call's one re-ask.
+ */ export const AI_CRM_RECORD_TOOL_NAME = 'propose_record_insight';
+export const AI_CRM_EMAIL_TOOL_NAME = 'propose_email_draft';
+export const AI_CRM_MAPPING_TOOL_NAME = 'propose_column_matches';
+const TASK_KINDS = [
+    'call',
+    'email',
+    'meeting',
+    'todo'
+];
+const PRIORITIES = [
+    'low',
+    'normal',
+    'high'
+];
+const string = (description)=>({
+        type: 'string',
+        description
+    });
+const NEXT_STEP_SCHEMA = {
+    anyOf: [
+        {
+            type: 'object',
+            properties: {
+                title: string(`The task, starting with a verb. At most ${AI_CRM_LIMITS.taskTitle} characters.`),
+                kind: {
+                    type: 'string',
+                    enum: [
+                        ...TASK_KINDS
+                    ]
+                },
+                priority: {
+                    type: 'string',
+                    enum: [
+                        ...PRIORITIES
+                    ]
+                },
+                dueInDays: {
+                    type: 'integer',
+                    description: `Days from today it is due, from 0 to ${AI_CRM_LIMITS.dueInDays}.`
+                },
+                reason: string(`Why, naming the fact behind it. At most ${AI_CRM_LIMITS.reason} characters.`)
+            },
+            required: [
+                'title',
+                'kind',
+                'priority',
+                'dueInDays',
+                'reason'
+            ],
+            additionalProperties: false
+        },
+        {
+            type: 'null'
+        }
+    ]
+};
+const STAGE_SCHEMA = {
+    anyOf: [
+        {
+            type: 'object',
+            properties: {
+                stageId: string('The id of an open stage the facts list, other than the current one.'),
+                reason: string(`The fact that shows the deal moved. At most ${AI_CRM_LIMITS.reason} characters.`)
+            },
+            required: [
+                'stageId',
+                'reason'
+            ],
+            additionalProperties: false
+        },
+        {
+            type: 'null'
+        }
+    ]
+};
+/** The record tool for one kind of record. */ export function aiCrmRecordTool(kind) {
+    const summary = string(`Where the relationship stands. At most ${AI_CRM_LIMITS.summary} characters and two sentences.`);
+    const properties = kind === 'lead' ? {
+        summary,
+        standing: string(`Why the lead stands where it does. At most ${AI_CRM_LIMITS.standing} characters and two sentences.`)
+    } : kind === 'deal' ? {
+        summary,
+        nextStep: NEXT_STEP_SCHEMA,
+        stage: STAGE_SCHEMA
+    } : {
+        summary,
+        nextStep: NEXT_STEP_SCHEMA
+    };
+    return {
+        name: AI_CRM_RECORD_TOOL_NAME,
+        description: 'Propose what a team member reads about one CRM record, and what to do next. Every field is required.',
+        strict: true,
+        inputSchema: {
+            type: 'object',
+            properties,
+            required: Object.keys(properties),
+            additionalProperties: false
+        }
+    };
+}
+export const AI_CRM_EMAIL_TOOL = {
+    name: AI_CRM_EMAIL_TOOL_NAME,
+    description: 'Propose one email for a team member to review, edit and send themselves.',
+    strict: true,
+    inputSchema: {
+        type: 'object',
+        properties: {
+            subject: string(`One line. At most ${AI_CRM_LIMITS.subject} characters.`),
+            body: string(`Plain text in short paragraphs separated by a blank line. At most ${AI_CRM_LIMITS.body.toLocaleString('en-US')} characters.`)
+        },
+        required: [
+            'subject',
+            'body'
+        ],
+        additionalProperties: false
+    }
+};
+export const AI_CRM_MAPPING_TOOL = {
+    name: AI_CRM_MAPPING_TOOL_NAME,
+    description: 'Propose which columns of the file fill which fields. Leave out a column no field fits.',
+    strict: true,
+    inputSchema: {
+        type: 'object',
+        properties: {
+            matches: {
+                type: 'array',
+                items: {
+                    type: 'object',
+                    properties: {
+                        column: {
+                            type: 'integer',
+                            description: 'The column’s number, as the request lists it.'
+                        },
+                        field: {
+                            type: 'integer',
+                            description: 'The field’s number, as the request lists it.'
+                        }
+                    },
+                    required: [
+                        'column',
+                        'field'
+                    ],
+                    additionalProperties: false
+                }
+            }
+        },
+        required: [
+            'matches'
+        ],
+        additionalProperties: false
+    }
+};
+const violation = (code, message, path)=>_extends({
+        rule: null,
+        code,
+        message
+    }, path ? {
+        paths: [
+            path
+        ]
+    } : {});
+const collapse = (value)=>typeof value === 'string' ? value.replace(/\s+/g, ' ').trim() : '';
+/** A required text field held to its length; the value, or a violation. */ function textField(answer, key, label, max, violations, offending) {
+    const raw = answer[key];
+    if (typeof raw !== 'string') {
+        violations.push(violation('type', `${label} must be text.`, key));
+        offending[key] = raw;
+        return '';
+    }
+    const text = collapse(raw);
+    if (!text) {
+        violations.push(violation('missing', `${label} is empty.`, key));
+        offending[key] = raw;
+    } else if (text.length > max) {
+        violations.push(violation('too-long', `${label} is ${text.length} characters; at most ${max}.`, key));
+        offending[key] = raw;
+    }
+    return text;
+}
+const asText = (value)=>typeof value === 'string' ? value : '';
+const asList = (value)=>Array.isArray(value) ? value.filter((entry)=>Boolean(entry) && typeof entry === 'object') : [];
+function checkNextStep(raw, context, violations, offending) {
+    var _context_openTaskTitles;
+    if (raw === null) return null;
+    const step = raw;
+    if (typeof step !== 'object' || Array.isArray(step)) {
+        violations.push(violation('type', 'The next step must be a task or null.', 'nextStep'));
+        offending['nextStep'] = raw;
+        return null;
+    }
+    const before = violations.length;
+    const title = textField(step, 'title', 'The next step’s title', AI_CRM_LIMITS.taskTitle, violations, {});
+    const reason = textField(step, 'reason', 'The next step’s reason', AI_CRM_LIMITS.reason, violations, {});
+    const kind = TASK_KINDS.find((entry)=>entry === step['kind']);
+    const priority = PRIORITIES.find((entry)=>entry === step['priority']);
+    if (!kind || !priority) violations.push(violation('type', 'The next step’s kind or priority is not one the CRM has.', 'nextStep'));
+    const due = step['dueInDays'];
+    if (typeof due !== 'number' || !Number.isInteger(due) || due < 0 || due > AI_CRM_LIMITS.dueInDays) {
+        violations.push(violation('next-step-due', `The next step must be due in 0 to ${AI_CRM_LIMITS.dueInDays} days.`, 'nextStep.dueInDays'));
+    }
+    const open = new Set(((_context_openTaskTitles = context.openTaskTitles) != null ? _context_openTaskTitles : []).map((entry)=>collapse(entry).toLowerCase()));
+    if (title && open.has(title.toLowerCase())) {
+        violations.push(violation('next-step-open', 'The next step repeats a task that is already open. Propose another, or null.', 'nextStep.title'));
+    }
+    if (violations.length > before) {
+        offending['nextStep'] = raw;
+        return null;
+    }
+    return {
+        title,
+        kind: kind,
+        priority: priority,
+        dueInDays: due,
+        reason
+    };
+}
+function checkStage(raw, context, violations, offending) {
+    var _context_stages;
+    if (raw === null) return null;
+    const stage = raw;
+    if (typeof stage !== 'object' || Array.isArray(stage)) {
+        violations.push(violation('type', 'The stage must be a move or null.', 'stage'));
+        offending['stage'] = raw;
+        return null;
+    }
+    const before = violations.length;
+    const reason = textField(stage, 'reason', 'The stage’s reason', AI_CRM_LIMITS.reason, violations, {});
+    const target = ((_context_stages = context.stages) != null ? _context_stages : []).find((entry)=>entry.id === stage['stageId']);
+    if (context.status && context.status !== 'open') {
+        violations.push(violation('stage-closed', 'The deal is already closed, so its stage must be null.', 'stage'));
+    } else if (!target) {
+        violations.push(violation('stage-unknown', 'The stage is not one the deal’s pipeline lists.', 'stage.stageId'));
+    } else if (target.kind !== 'open') {
+        violations.push(violation('stage-won-lost', 'Winning or losing a deal is the team’s call. Propose an open stage, or null.', 'stage.stageId'));
+    } else if (target.id === context.stageId) {
+        violations.push(violation('stage-current', 'The deal is already in that stage. Propose another, or null.', 'stage.stageId'));
+    }
+    if (violations.length > before || !target) {
+        offending['stage'] = raw;
+        return null;
+    }
+    return {
+        stageId: target.id,
+        stageName: target.name,
+        reason
+    };
+}
+/** What a record's facts say its check needs. */ export function aiCrmRecordCheckContext(kind, facts) {
+    return _extends({
+        kind,
+        openTaskTitles: asList(facts['openTasks']).map((task)=>asText(task['title']))
+    }, kind === 'deal' ? {
+        stageId: asText(facts['stageId']),
+        status: asText(facts['status']),
+        stages: asList(facts['stages']).map((stage)=>({
+                id: asText(stage['id']),
+                name: asText(stage['name']),
+                kind: asText(stage['kind'])
+            }))
+    } : {});
+}
+/** A record answer held to the record it is about. */ export function checkAiCrmRecord(answer, context) {
+    const violations = [];
+    const offending = {};
+    const summary = textField(answer, 'summary', 'The summary', AI_CRM_LIMITS.summary, violations, offending);
+    let nextStep = null;
+    let stage = null;
+    let standing = null;
+    if (context.kind === 'lead') {
+        standing = textField(answer, 'standing', 'The standing', AI_CRM_LIMITS.standing, violations, offending);
+    } else {
+        nextStep = checkNextStep(answer['nextStep'], context, violations, offending);
+        if (context.kind === 'deal') stage = checkStage(answer['stage'], context, violations, offending);
+    }
+    return violations.length ? {
+        value: null,
+        violations,
+        offending
+    } : {
+        value: {
+            summary,
+            nextStep,
+            stage,
+            standing
+        },
+        violations: []
+    };
+}
+/** The merge fields an email from a record may use: never an address. */ export function aiCrmEmailMergeFields(kind) {
+    const groups = kind === 'lead' ? [
+        'Lead'
+    ] : kind === 'deal' ? [
+        'Contact',
+        'Deal'
+    ] : [
+        'Contact'
+    ];
+    return CRM_MERGE_FIELDS.filter((field)=>(groups.includes(field.group) || field.group === 'You' || field.group === 'Site') && !field.key.endsWith('.email')).map((field)=>field.key);
+}
+const EMAIL_ADDRESS = /[\w.+-]+@[\w-]+\.[\w.-]+/;
+/** A run of digits and the separators a phone number is written with. */ const DIGIT_RUN = /\+?\d[\d\s().-]{7,}\d/g;
+/** Calendar days, which the facts write and a draft may repeat. */ const DAYS_ONLY = /^\d{4}-\d{2}-\d{2}(?:\s+\d{4}-\d{2}-\d{2})*$/;
+/** Whether text writes a phone number: a run of ten digits or more that is not a list of days. */ export function aiCrmWritesPhoneNumber(text) {
+    for (const [run] of text.matchAll(DIGIT_RUN)){
+        if (DAYS_ONLY.test(run.trim())) continue;
+        if (run.replace(/\D/g, '').length >= 10) return true;
+    }
+    return false;
+}
+const MARKDOWN = /\*\*|__|^#{1,6}\s|\[[^\]]+\]\([^)]+\)|```/m;
+/** An email answer held to the composer and to what a person may be sent. */ export function checkAiCrmEmail(answer, context) {
+    const violations = [];
+    const offending = {};
+    const subject = textField(answer, 'subject', 'The subject', AI_CRM_LIMITS.subject, violations, offending);
+    const rawBody = typeof answer['body'] === 'string' ? answer['body'] : null;
+    const body = rawBody === null ? '' : rawBody.replace(/\r\n/g, '\n').replace(/[ \t]+\n/g, '\n').replace(/\n{3,}/g, '\n\n').trim();
+    if (rawBody === null) {
+        violations.push(violation('type', 'The message must be text.', 'body'));
+        offending['body'] = answer['body'];
+    } else if (!body) {
+        violations.push(violation('missing', 'The message is empty.', 'body'));
+        offending['body'] = rawBody;
+    } else if (body.length > AI_CRM_LIMITS.body) {
+        violations.push(violation('too-long', `The message is ${body.length} characters; at most ${AI_CRM_LIMITS.body}.`, 'body'));
+        offending['body'] = rawBody;
+    }
+    if (typeof answer['subject'] === 'string' && /[\r\n]/.test(answer['subject'].trim())) {
+        violations.push(violation('subject-lines', 'The subject must be one line.', 'subject'));
+        offending['subject'] = answer['subject'];
+    }
+    const allowed = new Set(context.mergeFields);
+    const unknown = [
+        ...new Set([
+            ...crmMergeFieldsIn(subject),
+            ...crmMergeFieldsIn(body)
+        ])
+    ].filter((key)=>!allowed.has(key));
+    if (unknown.length) {
+        violations.push(violation('merge-field-unknown', `The draft uses merge fields this record cannot fill: ${unknown.join(', ')}.`));
+    }
+    const text = `${subject}\n${body}`;
+    if (EMAIL_ADDRESS.test(text) || aiCrmWritesPhoneNumber(text)) {
+        violations.push(violation('contact-detail', 'The draft writes an email address or a phone number. Leave them out.'));
+    }
+    if (MARKDOWN.test(body)) {
+        violations.push(violation('markdown', 'The message uses markdown. Write plain text.', 'body'));
+        offending['body'] = rawBody;
+    }
+    return violations.length ? {
+        value: null,
+        violations,
+        offending
+    } : {
+        value: {
+            subject,
+            body
+        },
+        violations: []
+    };
+}
+/** An import catalog's fields as the facts report them, in the order they are numbered. */ export function aiCrmImportFields(facts) {
+    return asList(facts['fields']).map((field)=>({
+            key: asText(field['key']),
+            label: asText(field['label']),
+            type: asText(field['type']) || 'text',
+            required: field['required'] === true
+        })).filter((field)=>field.key && field.label);
+}
+/** The column shapes each field type takes; a field type absent here takes any shape. */ const SHAPES_FOR_TYPE = {
+    email: [
+        'email',
+        'empty'
+    ],
+    phone: [
+        'phone',
+        'number',
+        'empty'
+    ],
+    number: [
+        'number',
+        'empty'
+    ],
+    date: [
+        'date',
+        'empty'
+    ],
+    'yes-no': [
+        'yes-no',
+        'empty'
+    ]
+};
+/** A mapping answer held to the file's columns and the import's fields. */ export function checkAiCrmMapping(answer, context) {
+    const violations = [];
+    const raw = answer['matches'];
+    if (!Array.isArray(raw)) {
+        return {
+            value: null,
+            violations: [
+                violation('type', 'The matches must be a list.', 'matches')
+            ],
+            offending: {
+                matches: raw
+            }
+        };
+    }
+    const columns = new Set();
+    const taken = new Set();
+    const matches = [];
+    const offending = [];
+    for (const entry of raw){
+        const match = entry != null ? entry : {};
+        const column = match['column'];
+        const number = match['field'];
+        const field = typeof number === 'number' && Number.isInteger(number) ? context.fields[number] : undefined;
+        const at = typeof column === 'number' && Number.isInteger(column) ? context.columns[column] : undefined;
+        if (!at) {
+            violations.push(violation('column-unknown', `Column ${String(column)} is not one the file has.`));
+        } else if (!field) {
+            violations.push(violation('field-unknown', `Field ${String(number)} is not one this import fills.`));
+        } else if (columns.has(column)) {
+            violations.push(violation('column-twice', `Column ${String(column)} is matched twice.`));
+        } else if (taken.has(field.key)) {
+            violations.push(violation('field-twice', `${field.label} takes one column, and two were matched to it.`));
+        } else if (SHAPES_FOR_TYPE[field.type] && !SHAPES_FOR_TYPE[field.type].includes(at.shape)) {
+            violations.push(violation('shape-mismatch', `Column ${String(column)} holds ${at.shape} values, which ${field.label} cannot take.`));
+        } else if (at.shape === 'email' && field.type !== 'email') {
+            violations.push(violation('shape-mismatch', `Column ${String(column)} holds email addresses, which ${field.label} is not.`));
+        } else {
+            columns.add(column);
+            taken.add(field.key);
+            matches.push({
+                column: column,
+                header: at.header,
+                field: field.key,
+                label: field.label
+            });
+            continue;
+        }
+        offending.push(entry);
+    }
+    return violations.length ? {
+        value: null,
+        violations,
+        offending: {
+            matches: offending
+        }
+    } : {
+        value: matches.sort((a, b)=>a.column - b.column),
+        violations: []
+    };
+}
+
+//# sourceMappingURL=ai-crm-tool.js.map

package/src/lib/tools/ai-crm-tool.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/tools/ai-crm-tool.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { CRM_MERGE_FIELDS, crmMergeFieldsIn } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport type { ConsoleImportColumn } from '@aglyn/aglyn/plugin-manager/record-zone-props'\nimport {\n  AI_CRM_LIMITS,\n  type AiCrmColumnMatch,\n  type AiCrmNextStep,\n  type AiCrmRecordKind,\n} from '../model/ai-crm'\nimport type { AiTool } from '../providers/contract'\nimport type { AiDoctrineViolation } from '../runtime/ai-doctrine-validators'\n\n/**\n * The strict tools CRM by AI answers through (AGL-2917), and the checks that\n * hold each answer to what the CRM can take.\n *\n * - `propose_record_insight` — a record's summary, and by kind: the next step\n *   as a task (a contact, company or deal), a stage (a deal), a lead's\n *   standing. One schema per kind, so no answer carries a field its record\n *   cannot use, and each keeps its nullable fields to the one or two a member\n *   may legitimately be offered nothing for.\n * - `propose_email_draft` — a subject and a plain-text message.\n * - `propose_column_matches` — the columns of a file matched to import fields.\n *\n * A strict schema forbids extra keys, requires every key, says \"no value\" with\n * `null`, and accepts no length keyword, so every length is stated in a\n * description and enforced here. A check returns a value only when nothing in\n * the answer is broken, and otherwise the violations and the parts at fault,\n * for the generation call's one re-ask.\n */\n\nexport const AI_CRM_RECORD_TOOL_NAME = 'propose_record_insight'\nexport const AI_CRM_EMAIL_TOOL_NAME = 'propose_email_draft'\nexport const AI_CRM_MAPPING_TOOL_NAME = 'propose_column_matches'\n\nconst TASK_KINDS = ['call', 'email', 'meeting', 'todo'] as const\nconst PRIORITIES = ['low', 'normal', 'high'] as const\n\nconst string = (description: string) => ({ type: 'string', description })\n\nconst NEXT_STEP_SCHEMA = {\n  anyOf: [\n    {\n      type: 'object',\n      properties: {\n        title: string(`The task, starting with a verb. At most ${AI_CRM_LIMITS.taskTitle} characters.`),\n        kind: { type: 'string', enum: [...TASK_KINDS] },\n        priority: { type: 'string', enum: [...PRIORITIES] },\n        dueInDays: {\n          type: 'integer',\n          description: `Days from today it is due, from 0 to ${AI_CRM_LIMITS.dueInDays}.`,\n        },\n        reason: string(`Why, naming the fact behind it. At most ${AI_CRM_LIMITS.reason} characters.`),\n      },\n      required: ['title', 'kind', 'priority', 'dueInDays', 'reason'],\n      additionalProperties: false,\n    },\n    { type: 'null' },\n  ],\n}\n\nconst STAGE_SCHEMA = {\n  anyOf: [\n    {\n      type: 'object',\n      properties: {\n        stageId: string('The id of an open stage the facts list, other than the current one.'),\n        reason: string(`The fact that shows the deal moved. At most ${AI_CRM_LIMITS.reason} characters.`),\n      },\n      required: ['stageId', 'reason'],\n      additionalProperties: false,\n    },\n    { type: 'null' },\n  ],\n}\n\n/** The record tool for one kind of record. */\nexport function aiCrmRecordTool(kind: AiCrmRecordKind): AiTool {\n  const summary = string(`Where the relationship stands. At most ${AI_CRM_LIMITS.summary} characters and two sentences.`)\n  const properties: Record<string, unknown> =\n    kind === 'lead'\n      ? {\n          summary,\n          standing: string(\n            `Why the lead stands where it does. At most ${AI_CRM_LIMITS.standing} characters and two sentences.`,\n          ),\n        }\n      : kind === 'deal'\n        ? { summary, nextStep: NEXT_STEP_SCHEMA, stage: STAGE_SCHEMA }\n        : { summary, nextStep: NEXT_STEP_SCHEMA }\n  return {\n    name: AI_CRM_RECORD_TOOL_NAME,\n    description: 'Propose what a team member reads about one CRM record, and what to do next. Every field is required.',\n    strict: true,\n    inputSchema: {\n      type: 'object',\n      properties,\n      required: Object.keys(properties),\n      additionalProperties: false,\n    },\n  }\n}\n\nexport const AI_CRM_EMAIL_TOOL: AiTool = {\n  name: AI_CRM_EMAIL_TOOL_NAME,\n  description: 'Propose one email for a team member to review, edit and send themselves.',\n  strict: true,\n  inputSchema: {\n    type: 'object',\n    properties: {\n      subject: string(`One line. At most ${AI_CRM_LIMITS.subject} characters.`),\n      body: string(\n        `Plain text in short paragraphs separated by a blank line. At most ${AI_CRM_LIMITS.body.toLocaleString('en-US')} characters.`,\n      ),\n    },\n    required: ['subject', 'body'],\n    additionalProperties: false,\n  },\n}\n\nexport const AI_CRM_MAPPING_TOOL: AiTool = {\n  name: AI_CRM_MAPPING_TOOL_NAME,\n  description: 'Propose which columns of the file fill which fields. Leave out a column no field fits.',\n  strict: true,\n  inputSchema: {\n    type: 'object',\n    properties: {\n      matches: {\n        type: 'array',\n        items: {\n          type: 'object',\n          properties: {\n            column: { type: 'integer', description: 'The column’s number, as the request lists it.' },\n            field: { type: 'integer', description: 'The field’s number, as the request lists it.' },\n          },\n          required: ['column', 'field'],\n          additionalProperties: false,\n        },\n      },\n    },\n    required: ['matches'],\n    additionalProperties: false,\n  },\n}\n\n/* ------------------------------------------------------------------------ *\n * Checks\n * ------------------------------------------------------------------------ */\n\nexport interface AiCrmCheckResult<T> {\n  value: T | null\n  violations: AiDoctrineViolation[]\n  offending?: Record<string, unknown>\n}\n\nconst violation = (code: string, message: string, path?: string): AiDoctrineViolation => ({\n  rule: null,\n  code,\n  message,\n  ...(path ? { paths: [path] } : {}),\n})\n\nconst collapse = (value: unknown): string => (typeof value === 'string' ? value.replace(/\\s+/g, ' ').trim() : '')\n\n/** A required text field held to its length; the value, or a violation. */\nfunction textField(\n  answer: Record<string, unknown>,\n  key: string,\n  label: string,\n  max: number,\n  violations: AiDoctrineViolation[],\n  offending: Record<string, unknown>,\n): string {\n  const raw = answer[key]\n  if (typeof raw !== 'string') {\n    violations.push(violation('type', `${label} must be text.`, key))\n    offending[key] = raw\n    return ''\n  }\n  const text = collapse(raw)\n  if (!text) {\n    violations.push(violation('missing', `${label} is empty.`, key))\n    offending[key] = raw\n  } else if (text.length > max) {\n    violations.push(violation('too-long', `${label} is ${text.length} characters; at most ${max}.`, key))\n    offending[key] = raw\n  }\n  return text\n}\n\ntype Facts = Readonly<Record<string, unknown>>\n\nconst asText = (value: unknown): string => (typeof value === 'string' ? value : '')\nconst asList = (value: unknown): Array<Record<string, unknown>> =>\n  Array.isArray(value)\n    ? value.filter((entry): entry is Record<string, unknown> => Boolean(entry) && typeof entry === 'object')\n    : []\n\n/** What the record facts say a check needs: a deal's stages and status, and every record's open tasks. */\nexport interface AiCrmRecordCheckContext {\n  kind: AiCrmRecordKind\n  /** The deal's stage, and its pipeline's stages in order. */\n  stageId?: string\n  status?: string\n  stages?: ReadonlyArray<{ id: string; name: string; kind: string }>\n  /** The titles of the record's open tasks, which a next step may not repeat. */\n  openTaskTitles?: readonly string[]\n}\n\nexport interface AiCrmRecordAnswer {\n  summary: string\n  nextStep: AiCrmNextStep | null\n  stage: { stageId: string; stageName: string; reason: string } | null\n  standing: string | null\n}\n\nfunction checkNextStep(\n  raw: unknown,\n  context: AiCrmRecordCheckContext,\n  violations: AiDoctrineViolation[],\n  offending: Record<string, unknown>,\n): AiCrmNextStep | null {\n  if (raw === null) return null\n  const step = raw as Record<string, unknown>\n  if (typeof step !== 'object' || Array.isArray(step)) {\n    violations.push(violation('type', 'The next step must be a task or null.', 'nextStep'))\n    offending['nextStep'] = raw\n    return null\n  }\n  const before = violations.length\n  const title = textField(step, 'title', 'The next step’s title', AI_CRM_LIMITS.taskTitle, violations, {})\n  const reason = textField(step, 'reason', 'The next step’s reason', AI_CRM_LIMITS.reason, violations, {})\n  const kind = TASK_KINDS.find((entry) => entry === step['kind'])\n  const priority = PRIORITIES.find((entry) => entry === step['priority'])\n  if (!kind || !priority) violations.push(violation('type', 'The next step’s kind or priority is not one the CRM has.', 'nextStep'))\n  const due = step['dueInDays']\n  if (typeof due !== 'number' || !Number.isInteger(due) || due < 0 || due > AI_CRM_LIMITS.dueInDays) {\n    violations.push(\n      violation('next-step-due', `The next step must be due in 0 to ${AI_CRM_LIMITS.dueInDays} days.`, 'nextStep.dueInDays'),\n    )\n  }\n  const open = new Set((context.openTaskTitles ?? []).map((entry) => collapse(entry).toLowerCase()))\n  if (title && open.has(title.toLowerCase())) {\n    violations.push(\n      violation('next-step-open', 'The next step repeats a task that is already open. Propose another, or null.', 'nextStep.title'),\n    )\n  }\n  if (violations.length > before) {\n    offending['nextStep'] = raw\n    return null\n  }\n  return { title, kind: kind as AiCrmNextStep['kind'], priority: priority as AiCrmNextStep['priority'], dueInDays: due as number, reason }\n}\n\nfunction checkStage(\n  raw: unknown,\n  context: AiCrmRecordCheckContext,\n  violations: AiDoctrineViolation[],\n  offending: Record<string, unknown>,\n): AiCrmRecordAnswer['stage'] {\n  if (raw === null) return null\n  const stage = raw as Record<string, unknown>\n  if (typeof stage !== 'object' || Array.isArray(stage)) {\n    violations.push(violation('type', 'The stage must be a move or null.', 'stage'))\n    offending['stage'] = raw\n    return null\n  }\n  const before = violations.length\n  const reason = textField(stage, 'reason', 'The stage’s reason', AI_CRM_LIMITS.reason, violations, {})\n  const target = (context.stages ?? []).find((entry) => entry.id === stage['stageId'])\n  if (context.status && context.status !== 'open') {\n    violations.push(violation('stage-closed', 'The deal is already closed, so its stage must be null.', 'stage'))\n  } else if (!target) {\n    violations.push(violation('stage-unknown', 'The stage is not one the deal’s pipeline lists.', 'stage.stageId'))\n  } else if (target.kind !== 'open') {\n    violations.push(\n      violation('stage-won-lost', 'Winning or losing a deal is the team’s call. Propose an open stage, or null.', 'stage.stageId'),\n    )\n  } else if (target.id === context.stageId) {\n    violations.push(violation('stage-current', 'The deal is already in that stage. Propose another, or null.', 'stage.stageId'))\n  }\n  if (violations.length > before || !target) {\n    offending['stage'] = raw\n    return null\n  }\n  return { stageId: target.id, stageName: target.name, reason }\n}\n\n/** What a record's facts say its check needs. */\nexport function aiCrmRecordCheckContext(kind: AiCrmRecordKind, facts: Facts): AiCrmRecordCheckContext {\n  return {\n    kind,\n    openTaskTitles: asList(facts['openTasks']).map((task) => asText(task['title'])),\n    ...(kind === 'deal'\n      ? {\n          stageId: asText(facts['stageId']),\n          status: asText(facts['status']),\n          stages: asList(facts['stages']).map((stage) => ({\n            id: asText(stage['id']),\n            name: asText(stage['name']),\n            kind: asText(stage['kind']),\n          })),\n        }\n      : {}),\n  }\n}\n\n/** A record answer held to the record it is about. */\nexport function checkAiCrmRecord(\n  answer: Record<string, unknown>,\n  context: AiCrmRecordCheckContext,\n): AiCrmCheckResult<AiCrmRecordAnswer> {\n  const violations: AiDoctrineViolation[] = []\n  const offending: Record<string, unknown> = {}\n  const summary = textField(answer, 'summary', 'The summary', AI_CRM_LIMITS.summary, violations, offending)\n  let nextStep: AiCrmNextStep | null = null\n  let stage: AiCrmRecordAnswer['stage'] = null\n  let standing: string | null = null\n  if (context.kind === 'lead') {\n    standing = textField(answer, 'standing', 'The standing', AI_CRM_LIMITS.standing, violations, offending)\n  } else {\n    nextStep = checkNextStep(answer['nextStep'], context, violations, offending)\n    if (context.kind === 'deal') stage = checkStage(answer['stage'], context, violations, offending)\n  }\n  return violations.length\n    ? { value: null, violations, offending }\n    : { value: { summary, nextStep, stage, standing }, violations: [] }\n}\n\n/** The merge fields an email from a record may use: never an address. */\nexport function aiCrmEmailMergeFields(kind: AiCrmRecordKind): string[] {\n  const groups = kind === 'lead' ? ['Lead'] : kind === 'deal' ? ['Contact', 'Deal'] : ['Contact']\n  return CRM_MERGE_FIELDS.filter(\n    (field) => (groups.includes(field.group) || field.group === 'You' || field.group === 'Site') && !field.key.endsWith('.email'),\n  ).map((field) => field.key)\n}\n\nconst EMAIL_ADDRESS = /[\\w.+-]+@[\\w-]+\\.[\\w.-]+/\n/** A run of digits and the separators a phone number is written with. */\nconst DIGIT_RUN = /\\+?\\d[\\d\\s().-]{7,}\\d/g\n/** Calendar days, which the facts write and a draft may repeat. */\nconst DAYS_ONLY = /^\\d{4}-\\d{2}-\\d{2}(?:\\s+\\d{4}-\\d{2}-\\d{2})*$/\n\n/** Whether text writes a phone number: a run of ten digits or more that is not a list of days. */\nexport function aiCrmWritesPhoneNumber(text: string): boolean {\n  for (const [run] of text.matchAll(DIGIT_RUN)) {\n    if (DAYS_ONLY.test(run.trim())) continue\n    if (run.replace(/\\D/g, '').length >= 10) return true\n  }\n  return false\n}\nconst MARKDOWN = /\\*\\*|__|^#{1,6}\\s|\\[[^\\]]+\\]\\([^)]+\\)|```/m\n\nexport interface AiCrmEmailAnswer {\n  subject: string\n  body: string\n}\n\n/** An email answer held to the composer and to what a person may be sent. */\nexport function checkAiCrmEmail(\n  answer: Record<string, unknown>,\n  context: { mergeFields: readonly string[] },\n): AiCrmCheckResult<AiCrmEmailAnswer> {\n  const violations: AiDoctrineViolation[] = []\n  const offending: Record<string, unknown> = {}\n  const subject = textField(answer, 'subject', 'The subject', AI_CRM_LIMITS.subject, violations, offending)\n  const rawBody = typeof answer['body'] === 'string' ? answer['body'] : null\n  const body = rawBody === null ? '' : rawBody.replace(/\\r\\n/g, '\\n').replace(/[ \\t]+\\n/g, '\\n').replace(/\\n{3,}/g, '\\n\\n').trim()\n  if (rawBody === null) {\n    violations.push(violation('type', 'The message must be text.', 'body'))\n    offending['body'] = answer['body']\n  } else if (!body) {\n    violations.push(violation('missing', 'The message is empty.', 'body'))\n    offending['body'] = rawBody\n  } else if (body.length > AI_CRM_LIMITS.body) {\n    violations.push(violation('too-long', `The message is ${body.length} characters; at most ${AI_CRM_LIMITS.body}.`, 'body'))\n    offending['body'] = rawBody\n  }\n  if (typeof answer['subject'] === 'string' && /[\\r\\n]/.test(answer['subject'].trim())) {\n    violations.push(violation('subject-lines', 'The subject must be one line.', 'subject'))\n    offending['subject'] = answer['subject']\n  }\n  const allowed = new Set(context.mergeFields)\n  const unknown = [...new Set([...crmMergeFieldsIn(subject), ...crmMergeFieldsIn(body)])].filter((key) => !allowed.has(key))\n  if (unknown.length) {\n    violations.push(\n      violation('merge-field-unknown', `The draft uses merge fields this record cannot fill: ${unknown.join(', ')}.`),\n    )\n  }\n  const text = `${subject}\\n${body}`\n  if (EMAIL_ADDRESS.test(text) || aiCrmWritesPhoneNumber(text)) {\n    violations.push(violation('contact-detail', 'The draft writes an email address or a phone number. Leave them out.'))\n  }\n  if (MARKDOWN.test(body)) {\n    violations.push(violation('markdown', 'The message uses markdown. Write plain text.', 'body'))\n    offending['body'] = rawBody\n  }\n  return violations.length ? { value: null, violations, offending } : { value: { subject, body }, violations: [] }\n}\n\n/** One field an import may fill, as the CRM's catalog lists it. */\nexport interface AiCrmImportField {\n  key: string\n  label: string\n  type: string\n  required: boolean\n}\n\n/** An import catalog's fields as the facts report them, in the order they are numbered. */\nexport function aiCrmImportFields(facts: Facts): AiCrmImportField[] {\n  return asList(facts['fields'])\n    .map((field) => ({\n      key: asText(field['key']),\n      label: asText(field['label']),\n      type: asText(field['type']) || 'text',\n      required: field['required'] === true,\n    }))\n    .filter((field) => field.key && field.label)\n}\n\n/** The column shapes each field type takes; a field type absent here takes any shape. */\nconst SHAPES_FOR_TYPE: Readonly<Record<string, readonly string[]>> = {\n  email: ['email', 'empty'],\n  phone: ['phone', 'number', 'empty'],\n  number: ['number', 'empty'],\n  date: ['date', 'empty'],\n  'yes-no': ['yes-no', 'empty'],\n}\n\n/** A mapping answer held to the file's columns and the import's fields. */\nexport function checkAiCrmMapping(\n  answer: Record<string, unknown>,\n  context: { columns: readonly ConsoleImportColumn[]; fields: readonly AiCrmImportField[] },\n): AiCrmCheckResult<AiCrmColumnMatch[]> {\n  const violations: AiDoctrineViolation[] = []\n  const raw = answer['matches']\n  if (!Array.isArray(raw)) {\n    return { value: null, violations: [violation('type', 'The matches must be a list.', 'matches')], offending: { matches: raw } }\n  }\n  const columns = new Set<number>()\n  const taken = new Set<string>()\n  const matches: AiCrmColumnMatch[] = []\n  const offending: unknown[] = []\n  for (const entry of raw) {\n    const match = (entry ?? {}) as Record<string, unknown>\n    const column = match['column']\n    const number = match['field']\n    const field = typeof number === 'number' && Number.isInteger(number) ? context.fields[number] : undefined\n    const at = typeof column === 'number' && Number.isInteger(column) ? context.columns[column] : undefined\n    if (!at) {\n      violations.push(violation('column-unknown', `Column ${String(column)} is not one the file has.`))\n    } else if (!field) {\n      violations.push(violation('field-unknown', `Field ${String(number)} is not one this import fills.`))\n    } else if (columns.has(column as number)) {\n      violations.push(violation('column-twice', `Column ${String(column)} is matched twice.`))\n    } else if (taken.has(field.key)) {\n      violations.push(violation('field-twice', `${field.label} takes one column, and two were matched to it.`))\n    } else if (SHAPES_FOR_TYPE[field.type] && !SHAPES_FOR_TYPE[field.type].includes(at.shape)) {\n      violations.push(\n        violation('shape-mismatch', `Column ${String(column)} holds ${at.shape} values, which ${field.label} cannot take.`),\n      )\n    } else if (at.shape === 'email' && field.type !== 'email') {\n      violations.push(violation('shape-mismatch', `Column ${String(column)} holds email addresses, which ${field.label} is not.`))\n    } else {\n      columns.add(column as number)\n      taken.add(field.key)\n      matches.push({ column: column as number, header: at.header, field: field.key, label: field.label })\n      continue\n    }\n    offending.push(entry)\n  }\n  return violations.length\n    ? { value: null, violations, offending: { matches: offending } }\n    : { value: matches.sort((a, b) => a.column - b.column), violations: [] 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package/src/lib/tools/ai-duplicate-resource-tool.d.ts

@@ -0,0 +1,71 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type DuplicableHostResourceKind } from '@aglyn/aglyn/app-utils/duplicate-resource';
+import type { AiTool } from '../providers/contract';
+import type { AiGateContext } from '../runtime/ai-gate';
+/**
+ * The `duplicate_resource` tool (AGL-2936, AGL-2984): a model that would
+ * rebuild something the site already has copies it instead, through core's
+ * `duplicateResource` — the same copy the row menus and the console door
+ * make, with the same uniqueness rules, the same band arithmetic and the same
+ * activity rows.
+ *
+ * It spends no tokens of its own, so it calls no provider: it runs inside a
+ * door or a job step that has already climbed `aiGateLadder`, and takes that
+ * ladder's context as its proof — the caller is signed in and verified, the
+ * release flag, entitlement and lockdown rungs admitted the request, and the
+ * workspace's band and caps admitted a reservation. On top of that it asks
+ * what a copy needs whichever door called it: `ai.generate`, because a copy
+ * is a generation's output, and a host role that may write the site, because
+ * the copy lands there.
+ *
+ * DRAFTS ONLY, by construction of the copy: a screen copy has no route, a
+ * workflow copy no trigger, and nothing places a component, layout or form
+ * copy until a person does.
+ */
+export declare const AI_DUPLICATE_RESOURCE_TOOL_NAME = "duplicate_resource";
+/** The structured-output tool a generation offers the model. */
+export declare const AI_DUPLICATE_RESOURCE_TOOL: AiTool;
+/** A tool call's input, read. */
+export type AiDuplicateResourceInput = {
+    kind: DuplicableHostResourceKind;
+    sourceId: string;
+    name: string | null;
+};
+/** What the tool answers: the copy, or a refusal the caller can relay. */
+export type AiDuplicateResourceOutcome = {
+    ok: true;
+    kind: DuplicableHostResourceKind;
+    id: string;
+    versionId: string | null;
+    name: string;
+} | {
+    ok: false;
+    status: number;
+    error: string;
+};
+/** Reads a tool call's input; `null` when it is not one this tool accepts. */
+export declare function parseAiDuplicateResourceInput(input: Record<string, unknown>): AiDuplicateResourceInput | null;
+/**
+ * Makes the copy on `hostId` for the person the gate admitted. Refusals are
+ * outcomes, never throws: a model's call that names a missing source or a
+ * full band is an answer to relay, not a fault.
+ */
+export declare function runAiDuplicateResourceTool(context: {
+    gate: AiGateContext;
+    hostId: string;
+}, input: Record<string, unknown>): Promise<AiDuplicateResourceOutcome>;