@aglyn/plugins-ai 1.0.0-beta.143

package/src/lib/model/ai-automation-draft.js

@@ -0,0 +1,310 @@
+/**
+ * @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 { _ as _extends } from "@swc/helpers/_/_extends";
+import { automationPlaceholder, automationPlaceholders, describeAutomationPlaceholder } from "@aglyn/aglyn/app-utils/automation-placeholders";
+export function emptyAiAutomationRecords() {
+    return {
+        forms: [],
+        datasets: [],
+        lists: [],
+        campaigns: [],
+        workflows: [],
+        webhooks: [],
+        stages: []
+    };
+}
+/** Words that say nothing about which record is meant. */ const FILLER = new Set([
+    'the',
+    'a',
+    'an',
+    'our',
+    'my',
+    'your',
+    'this',
+    'that',
+    'new',
+    'called',
+    'named'
+]);
+function tokens(value, noun) {
+    const nouns = new Set([
+        noun,
+        `${noun}s`
+    ]);
+    return 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"gu"), ' ').split(' ').filter(Boolean).filter((word)=>!FILLER.has(word) && !nouns.has(word)).map((word)=>word.length > 3 && word.endsWith('s') && !word.endsWith('ss') ? word.slice(0, -1) : word);
+}
+/**
+ * The one record `words` name, or `null`: its id written whole; else the one
+ * record whose name is the same words; else the one record whose name holds
+ * every word, or whose every word the words hold. Two records that fit
+ * equally well name neither — a placeholder is better than a coin toss.
+ */ export function aiMatchNamedRecord(words, records, noun) {
+    const wanted = words.trim();
+    if (!wanted) return null;
+    const byId = records.filter((record)=>record.id === wanted);
+    if (byId.length === 1) return byId[0];
+    const asked = tokens(wanted, noun);
+    if (!asked.length) return null;
+    const same = (record)=>{
+        const name = tokens(record.name, noun);
+        return name.length === asked.length && asked.every((word)=>name.includes(word));
+    };
+    const exact = records.filter(same);
+    if (exact.length) return exact.length === 1 ? exact[0] : null;
+    const within = records.filter((record)=>{
+        const name = tokens(record.name, noun);
+        if (!name.length) return false;
+        const [small, large] = name.length <= asked.length ? [
+            name,
+            asked
+        ] : [
+            asked,
+            name
+        ];
+        return small.every((word)=>large.includes(word));
+    });
+    return within.length === 1 ? within[0] : null;
+}
+/** A form by its id or its name, for a condition that names one. */ function formOf(value, forms) {
+    return aiMatchNamedRecord(value, forms, 'form');
+}
+function conditionOf(condition, records) {
+    const { field, op, value } = condition;
+    if (op === 'notEmpty' || value === null) return {
+        field,
+        op
+    };
+    if (field === 'formId') {
+        const form = formOf(value, records.forms);
+        return {
+            field,
+            op,
+            value: form ? form.id : automationPlaceholder(value)
+        };
+    }
+    if (field === 'formName') {
+        const form = formOf(value, records.forms);
+        return {
+            field,
+            op,
+            value: form ? form.name : automationPlaceholder(value)
+        };
+    }
+    if (field === 'stageId' || field === 'previousStageId') {
+        const stage = aiMatchNamedRecord(value, records.stages, 'stage');
+        return {
+            field,
+            op,
+            value: stage ? stage.id : automationPlaceholder(value)
+        };
+    }
+    return {
+        field,
+        op,
+        value
+    };
+}
+function guardOf(when, records) {
+    return when ? {
+        when: {
+            conditions: [
+                conditionOf(when, records)
+            ]
+        }
+    } : {};
+}
+/** A named record as a step stores it: the id and the name, or a placeholder name and no id. */ function referenceOf(words, records, noun) {
+    const record = aiMatchNamedRecord(words != null ? words : '', records, noun);
+    return record ? {
+        id: record.id,
+        name: record.name
+    } : {
+        id: null,
+        name: automationPlaceholder(words != null ? words : '')
+    };
+}
+function stepOf(step, records) {
+    const guard = guardOf(step.when, records);
+    switch(step.type){
+        case 'sendEmail':
+            var _step_subject, _step_body;
+            return _extends({
+                type: 'sendEmail',
+                subject: (_step_subject = step.subject) != null ? _step_subject : '',
+                body: (_step_body = step.body) != null ? _step_body : ''
+            }, step.toField ? {
+                toField: step.toField
+            } : {}, guard);
+        case 'notifyAdmins':
+            var _step_title;
+            return _extends({
+                type: 'notifyAdmins',
+                title: (_step_title = step.title) != null ? _step_title : ''
+            }, guard);
+        case 'enrollList':
+            {
+                const { id, name } = referenceOf(step.list, records.lists, 'list');
+                return _extends({
+                    type: 'enrollList'
+                }, id ? {
+                    listId: id
+                } : {}, {
+                    listName: name
+                }, guard);
+            }
+        case 'assignCampaign':
+            {
+                const { id, name } = referenceOf(step.campaign, records.campaigns, 'campaign');
+                return _extends({
+                    type: 'assignCampaign'
+                }, id ? {
+                    campaignId: id
+                } : {}, {
+                    campaignName: name
+                }, guard);
+            }
+        case 'runWorkflow':
+            {
+                const { id, name } = referenceOf(step.workflow, records.workflows, 'workflow');
+                return _extends({
+                    type: 'runWorkflow'
+                }, id ? {
+                    workflowId: id
+                } : {}, {
+                    workflowName: name
+                }, guard);
+            }
+        case 'webhookPost':
+            {
+                const { id, name } = referenceOf(step.webhook, records.webhooks, 'webhook');
+                return _extends({
+                    type: 'webhookPost'
+                }, id ? {
+                    webhookId: id
+                } : {}, {
+                    webhookName: name
+                }, guard);
+            }
+        case 'datasetAppend':
+        case 'updateDataset':
+            {
+                const { id, name } = referenceOf(step.dataset, records.datasets, 'dataset');
+                return _extends({
+                    type: step.type
+                }, id ? {
+                    datasetId: id
+                } : {}, {
+                    datasetName: name
+                }, guard);
+            }
+        case 'siteAlert':
+            var _step_message, _step_severity;
+            return _extends({
+                type: 'siteAlert',
+                message: (_step_message = step.message) != null ? _step_message : '',
+                severity: (_step_severity = step.severity) != null ? _step_severity : 'info'
+            }, guard);
+        case 'wait':
+            var _step_minutes;
+            return _extends({
+                type: 'wait',
+                delayMinutes: (_step_minutes = step.minutes) != null ? _step_minutes : 0
+            }, guard);
+        case 'waitForEvent':
+            var _step_event, _step_minutes1;
+            return _extends({
+                type: 'waitForEvent',
+                eventName: (_step_event = step.event) != null ? _step_event : '',
+                timeoutMinutes: (_step_minutes1 = step.minutes) != null ? _step_minutes1 : 0
+            }, guard);
+        case 'exitFlow':
+            return _extends({
+                type: 'exitFlow'
+            }, guard);
+        case 'setContactStage':
+            var _step_stage;
+            return _extends({
+                type: 'setContactStage',
+                lifecycleStage: (_step_stage = step.stage) != null ? _step_stage : 'lead'
+            }, guard);
+        case 'addContactTag':
+            var _step_tag;
+            return _extends({
+                type: 'addContactTag',
+                tag: (_step_tag = step.tag) != null ? _step_tag : ''
+            }, guard);
+        case 'assignContactOwner':
+            var _step_owner;
+            return step.owner === 'round robin' ? _extends({
+                type: 'assignContactOwner',
+                roundRobin: true
+            }, guard) : _extends({
+                type: 'assignContactOwner',
+                ownerEmail: (_step_owner = step.owner) != null ? _step_owner : ''
+            }, guard);
+        case 'createCrmTask':
+            var _step_title1, _step_taskKind, _step_dueInDays;
+            return _extends({
+                type: 'createCrmTask',
+                title: (_step_title1 = step.title) != null ? _step_title1 : '',
+                kind: (_step_taskKind = step.taskKind) != null ? _step_taskKind : 'todo',
+                dueInDays: (_step_dueInDays = step.dueInDays) != null ? _step_dueInDays : 0
+            }, guard);
+        case 'logCrmActivity':
+            var _step_activityKind, _step_body1;
+            return _extends({
+                type: 'logCrmActivity',
+                kind: (_step_activityKind = step.activityKind) != null ? _step_activityKind : 'note',
+                body: (_step_body1 = step.body) != null ? _step_body1 : ''
+            }, guard);
+    }
+}
+/** The name an automation is drafted under when the answer gave none. */ export const AI_AUTOMATION_DEFAULT_NAME = 'New automation';
+/** An answer as the automation to store, with every record it names looked up. */ export function aiAutomationDraft(answer, records) {
+    const conditions = answer.trigger.conditions.map((condition)=>conditionOf(condition, records));
+    const action = {
+        name: answer.name || AI_AUTOMATION_DEFAULT_NAME,
+        trigger: _extends({
+            event: answer.trigger.event
+        }, conditions.length ? {
+            conditions,
+            combinator: answer.trigger.combinator
+        } : {}),
+        steps: answer.steps.map((step)=>stepOf(step, records)),
+        enabled: false
+    };
+    return {
+        action,
+        placeholders: automationPlaceholders(action)
+    };
+}
+/**
+ * What a drafted automation's output tells a person: that it is off, what to
+ * fill in before switching it on, and what the answer said needs deciding.
+ */ export function aiAutomationDraftNote(draft, notes) {
+    const parts = [
+        'It is off until you switch it on.'
+    ];
+    if (draft.placeholders.length) {
+        parts.push(`Fill in ${draft.placeholders.length === 1 ? 'its placeholder' : `its ${draft.placeholders.length} placeholders`} first — ${draft.placeholders.map(describeAutomationPlaceholder).join('; ')}.`);
+    } else {
+        parts.push('Review its steps in the Actions editor, then switch it on from the list.');
+    }
+    parts.push(...notes);
+    return parts.join(' ');
+}
+
+//# sourceMappingURL=ai-automation-draft.js.map

package/src/lib/model/ai-automation-draft.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/ai/src/lib/model/ai-automation-draft.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 type {\n  HostAction,\n  HostActionStep,\n  HostActionStepGuard,\n  HostActionTriggerCondition,\n} from '@aglyn/aglyn/app-utils/actions'\nimport {\n  automationPlaceholder,\n  automationPlaceholders,\n  describeAutomationPlaceholder,\n  type AutomationPlaceholder,\n} from '@aglyn/aglyn/app-utils/automation-placeholders'\nimport type {\n  AiAutomationAnswer,\n  AiAutomationAnswerStep,\n  AiAutomationCondition,\n} from '../tools/ai-workflow-tool'\n\n/**\n * An answer made into the automation the workflows plugin stores (AGL-2919).\n *\n * The answer names each record in WORDS. Here, in code and after the answer,\n * each is looked up among the site's own records: a list, a campaign, a\n * workflow, a webhook, a dataset, a form or a deal stage the words name\n * without doubt becomes that record's id; words that name none, or name more\n * than one, become a placeholder — the words in square brackets where the\n * record belongs — for the person to pick in the Actions editor. Nothing is\n * guessed, and the model never saw the records it was matched against beyond\n * what the site inventory already sends.\n */\n\n/** One record a description may name. */\nexport interface AiAutomationNamedRecord {\n  id: string\n  name: string\n}\n\n/** A form, with the fields its submissions carry. */\nexport interface AiAutomationForm extends AiAutomationNamedRecord {\n  fields: string[]\n}\n\n/** The site's records an automation's words are looked up among. */\nexport interface AiAutomationRecords {\n  forms: AiAutomationForm[]\n  datasets: AiAutomationNamedRecord[]\n  lists: AiAutomationNamedRecord[]\n  campaigns: AiAutomationNamedRecord[]\n  workflows: AiAutomationNamedRecord[]\n  webhooks: AiAutomationNamedRecord[]\n  /** Every stage of every pipeline the site may see. */\n  stages: AiAutomationNamedRecord[]\n}\n\nexport function emptyAiAutomationRecords(): AiAutomationRecords {\n  return { forms: [], datasets: [], lists: [], campaigns: [], workflows: [], webhooks: [], stages: [] }\n}\n\n/** Words that say nothing about which record is meant. */\nconst FILLER = new Set(['the', 'a', 'an', 'our', 'my', 'your', 'this', 'that', 'new', 'called', 'named'])\n\nfunction tokens(value: string, noun: string): string[] {\n  const nouns = new Set([noun, `${noun}s`])\n  return value\n    .toLowerCase()\n    .replace(/[^\\p{L}\\p{N}]+/gu, ' ')\n    .split(' ')\n    .filter(Boolean)\n    .filter((word) => !FILLER.has(word) && !nouns.has(word))\n    .map((word) => (word.length > 3 && word.endsWith('s') && !word.endsWith('ss') ? word.slice(0, -1) : word))\n}\n\n/**\n * The one record `words` name, or `null`: its id written whole; else the one\n * record whose name is the same words; else the one record whose name holds\n * every word, or whose every word the words hold. Two records that fit\n * equally well name neither — a placeholder is better than a coin toss.\n */\nexport function aiMatchNamedRecord<T extends AiAutomationNamedRecord>(\n  words: string,\n  records: readonly T[],\n  noun: string,\n): T | null {\n  const wanted = words.trim()\n  if (!wanted) return null\n  const byId = records.filter((record) => record.id === wanted)\n  if (byId.length === 1) return byId[0]\n  const asked = tokens(wanted, noun)\n  if (!asked.length) return null\n  const same = (record: T) => {\n    const name = tokens(record.name, noun)\n    return name.length === asked.length && asked.every((word) => name.includes(word))\n  }\n  const exact = records.filter(same)\n  if (exact.length) return exact.length === 1 ? exact[0] : null\n  const within = records.filter((record) => {\n    const name = tokens(record.name, noun)\n    if (!name.length) return false\n    const [small, large] = name.length <= asked.length ? [name, asked] : [asked, name]\n    return small.every((word) => large.includes(word))\n  })\n  return within.length === 1 ? within[0] : null\n}\n\n/** A form by its id or its name, for a condition that names one. */\nfunction formOf(value: string, forms: readonly AiAutomationForm[]): AiAutomationForm | null {\n  return aiMatchNamedRecord(value, forms, 'form')\n}\n\nfunction conditionOf(\n  condition: AiAutomationCondition,\n  records: AiAutomationRecords,\n): HostActionTriggerCondition {\n  const { field, op, value } = condition\n  if (op === 'notEmpty' || value === null) return { field, op }\n  if (field === 'formId') {\n    const form = formOf(value, records.forms)\n    return { field, op, value: form ? form.id : automationPlaceholder(value) }\n  }\n  if (field === 'formName') {\n    const form = formOf(value, records.forms)\n    return { field, op, value: form ? form.name : automationPlaceholder(value) }\n  }\n  if (field === 'stageId' || field === 'previousStageId') {\n    const stage = aiMatchNamedRecord(value, records.stages, 'stage')\n    return { field, op, value: stage ? stage.id : automationPlaceholder(value) }\n  }\n  return { field, op, value }\n}\n\nfunction guardOf(\n  when: AiAutomationCondition | null,\n  records: AiAutomationRecords,\n): { when?: HostActionStepGuard } {\n  return when ? { when: { conditions: [conditionOf(when, records)] } } : {}\n}\n\n/** A named record as a step stores it: the id and the name, or a placeholder name and no id. */\nfunction referenceOf(\n  words: string | null,\n  records: readonly AiAutomationNamedRecord[],\n  noun: string,\n): { id: string | null; name: string } {\n  const record = aiMatchNamedRecord(words ?? '', records, noun)\n  return record ? { id: record.id, name: record.name } : { id: null, name: automationPlaceholder(words ?? '') }\n}\n\nfunction stepOf(step: AiAutomationAnswerStep, records: AiAutomationRecords): HostActionStep {\n  const guard = guardOf(step.when, records)\n  switch (step.type) {\n    case 'sendEmail':\n      return {\n        type: 'sendEmail',\n        subject: step.subject ?? '',\n        body: step.body ?? '',\n        ...(step.toField ? { toField: step.toField } : {}),\n        ...guard,\n      }\n    case 'notifyAdmins':\n      return { type: 'notifyAdmins', title: step.title ?? '', ...guard }\n    case 'enrollList': {\n      const { id, name } = referenceOf(step.list, records.lists, 'list')\n      return { type: 'enrollList', ...(id ? { listId: id } : {}), listName: name, ...guard }\n    }\n    case 'assignCampaign': {\n      const { id, name } = referenceOf(step.campaign, records.campaigns, 'campaign')\n      return { type: 'assignCampaign', ...(id ? { campaignId: id } : {}), campaignName: name, ...guard }\n    }\n    case 'runWorkflow': {\n      const { id, name } = referenceOf(step.workflow, records.workflows, 'workflow')\n      return { type: 'runWorkflow', ...(id ? { workflowId: id } : {}), workflowName: name, ...guard }\n    }\n    case 'webhookPost': {\n      const { id, name } = referenceOf(step.webhook, records.webhooks, 'webhook')\n      return { type: 'webhookPost', ...(id ? { webhookId: id } : {}), webhookName: name, ...guard }\n    }\n    case 'datasetAppend':\n    case 'updateDataset': {\n      const { id, name } = referenceOf(step.dataset, records.datasets, 'dataset')\n      return { type: step.type, ...(id ? { datasetId: id } : {}), datasetName: name, ...guard }\n    }\n    case 'siteAlert':\n      return { type: 'siteAlert', message: step.message ?? '', severity: step.severity ?? 'info', ...guard }\n    case 'wait':\n      return { type: 'wait', delayMinutes: step.minutes ?? 0, ...guard }\n    case 'waitForEvent':\n      return {\n        type: 'waitForEvent',\n        eventName: step.event ?? '',\n        timeoutMinutes: step.minutes ?? 0,\n        ...guard,\n      }\n    case 'exitFlow':\n      return { type: 'exitFlow', ...guard }\n    case 'setContactStage':\n      return { type: 'setContactStage', lifecycleStage: step.stage ?? 'lead', ...guard }\n    case 'addContactTag':\n      return { type: 'addContactTag', tag: step.tag ?? '', ...guard }\n    case 'assignContactOwner':\n      return step.owner === 'round robin'\n        ? { type: 'assignContactOwner', roundRobin: true, ...guard }\n        : { type: 'assignContactOwner', ownerEmail: step.owner ?? '', ...guard }\n    case 'createCrmTask':\n      return {\n        type: 'createCrmTask',\n        title: step.title ?? '',\n        kind: step.taskKind ?? 'todo',\n        dueInDays: step.dueInDays ?? 0,\n        ...guard,\n      }\n    case 'logCrmActivity':\n      return { type: 'logCrmActivity', kind: step.activityKind ?? 'note', body: step.body ?? '', ...guard }\n  }\n}\n\n/** The name an automation is drafted under when the answer gave none. */\nexport const AI_AUTOMATION_DEFAULT_NAME = 'New automation'\n\nexport interface AiAutomationDraft {\n  /** The automation as the workflows plugin stores it: OFF. */\n  action: HostAction\n  /** What a person still has to supply before switching it on. */\n  placeholders: AutomationPlaceholder[]\n}\n\n/** An answer as the automation to store, with every record it names looked up. */\nexport function aiAutomationDraft(\n  answer: AiAutomationAnswer,\n  records: AiAutomationRecords,\n): AiAutomationDraft {\n  const conditions = answer.trigger.conditions.map((condition) => conditionOf(condition, records))\n  const action: HostAction = {\n    name: answer.name || AI_AUTOMATION_DEFAULT_NAME,\n    trigger: {\n      event: answer.trigger.event,\n      ...(conditions.length ? { conditions, combinator: answer.trigger.combinator } : {}),\n    },\n    steps: answer.steps.map((step) => stepOf(step, records)),\n    enabled: false,\n  }\n  return { action, placeholders: automationPlaceholders(action) }\n}\n\n/**\n * What a drafted automation's output tells a person: that it is off, what to\n * fill in before switching it on, and what the answer said needs deciding.\n */\nexport function aiAutomationDraftNote(draft: AiAutomationDraft, notes: readonly string[]): string {\n  const parts = ['It is off until you switch it on.']\n  if (draft.placeholders.length) {\n    parts.push(\n      `Fill in ${draft.placeholders.length === 1 ? 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package/src/lib/model/ai-automation-outline.d.ts

@@ -0,0 +1,50 @@
+/**
+ * @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 HostAction, type HostActionStepType } from '@aglyn/aglyn/app-utils/actions';
+import type { HostWorkflow } from '@aglyn/aglyn/app-utils/workflows';
+import type { AiAutomationNamedRecord, AiAutomationRecords } from './ai-automation-draft';
+import type { AiWorkflowExplanation } from '../tools/ai-workflow-tool';
+/** How much of an email's text an outline quotes. */
+export declare const AI_OUTLINE_BODY_MAX_CHARS = 300;
+/** How much of any other value an outline quotes. */
+export declare const AI_OUTLINE_VALUE_MAX_CHARS = 120;
+/** The most errors of one run an outline lists. */
+export declare const AI_OUTLINE_RUN_ERRORS_MAX = 10;
+/** A line with every email address replaced by what it is. */
+export declare function aiRedactPersonal(text: string): string;
+/** The kind of site record each step that names one names. */
+export declare const AI_OUTLINE_RECORD_KINDS: Readonly<Partial<Record<HostActionStepType, 'lists' | 'campaigns' | 'workflows' | 'webhooks' | 'datasets'>>>;
+/** The kinds of site record an action's steps name, each once. */
+export declare function aiActionRecordKinds(action: Pick<HostAction, 'steps'>): Array<keyof AiAutomationRecords>;
+/** A saved action as an outline. */
+export declare function aiActionOutline(action: HostAction, records: AiAutomationRecords | null): string;
+/** A saved workflow — a pipeline of function calls — as an outline. */
+export declare function aiWorkflowOutline(workflow: HostWorkflow, functions: readonly AiAutomationNamedRecord[] | null): string;
+/** What the run history recorded about one run, as far as an outline reads it. */
+export interface AiRunRecord {
+    result?: unknown;
+    trigger?: unknown;
+    summary?: unknown;
+    action?: unknown;
+    createdAt?: unknown;
+}
+/** The errors a run recorded: the prose after "with errors:", or a workflow's failure. */
+export declare function aiRunErrors(run: AiRunRecord): string[];
+/** A failed run as an outline: when, on what, what it did, and what went wrong. */
+export declare function aiRunOutline(run: AiRunRecord): string;
+/** An explanation as the text a person reads. */
+export declare function aiWorkflowExplanationText(explanation: AiWorkflowExplanation, mode: 'explain' | 'diagnose'): string;