@ai-matrx/records 0.96.0 → 0.96.2

package/dist/templates/index.cjs

@@ -20,6 +20,7 @@ var __toCommonJS = (mod) => __copyProps(__defProp({}, "__esModule", { value: tru
 // src/templates/index.ts
 var templates_exports = {};
 __export(templates_exports, {
+  AUTOMATION_EVENTS: () => AUTOMATION_EVENTS,
   BAD_OUTCOME: () => BAD_OUTCOME,
   BOOKING_AVAILABILITY_FACTS: () => BOOKING_AVAILABILITY_FACTS,
   CAPABILITY_WORDS: () => CAPABILITY_WORDS,
@@ -70,6 +71,7 @@ __export(templates_exports, {
   attachmentProblems: () => attachmentProblems,
   autofixDescribeSpec: () => autofixDescribeSpec,
   automationHeld: () => automationHeld,
+  automationSpec: () => automationSpec,
   blockTable: () => blockTable,
   bookingArgs: () => bookingArgs,
   bookingColumnsProblem: () => bookingColumnsProblem,
@@ -2714,7 +2716,21 @@ function checklistSpec(checklist, tables, forms, documents) {
   };
 }
 function automationHeld(a) {
-  return `The automation "${a.name}" is held for lane 11: no store door runs automations yet, so a template carrying one is held, never installed without it.`;
+  return `The automation "${a.name}" has a trigger the install cannot set up (${a.when.event}); a template automation runs on created, due or overdue.`;
+}
+var AUTOMATION_EVENTS = ["created", "due", "overdue"];
+function automationSpec(a, fieldIds) {
+  const text2 = (a.message?.trim() || a.then.trim()).slice(0, 600);
+  const actions = [{ do: "notify", to: { author: true }, text: text2 }];
+  const at = a.at && /^([01][0-9]|2[0-3]):[0-5][0-9]$/.test(a.at) ? a.at : "09:00";
+  if (a.when.event === "created") return { name: a.name, trigger: { on: "row_added" }, actions };
+  if (a.when.event === "due" || a.when.event === "overdue") {
+    const field2 = a.when.field ? fieldIds[a.when.field] : void 0;
+    if (!field2) throw new Error(`The automation "${a.name}" waits for "${a.when.field ?? "?"}", which "${a.when.table}" does not declare.`);
+    const offset = a.when.event === "due" ? -Math.max(0, Math.round(a.when.daysBefore ?? 0)) : 1;
+    return { name: a.name, trigger: { on: "date_arrives", field: field2, offset_days: offset, at }, actions };
+  }
+  throw new Error(automationHeld(a));
 }
 function bookingColumnsProblem(tables, booking) {
   const t = tables.find((x) => x.token === booking.table);
@@ -3216,6 +3232,7 @@ var DOOR_FOR = {
   document: "doc_template_save",
   "document.esign": "doc_sign",
   notification: "rule_declare",
+  automation: "automation_declare",
   stage_rules: "pipeline_declare",
   row_action: "action_declare",
   "import.upsert": "io_import_begin",
@@ -3223,9 +3240,7 @@ var DOOR_FOR = {
   agent: "agent_context",
   "view.kanban.swimlanes": "view_declare"
 };
-var OWED_BY = {
-  automation: "lane 11"
-};
+var OWED_BY = {};
 var STORE_DOOR_NAMES = new Set(STORE_DOORS.map((d) => d.name));
 var STORE_FIELD_KINDS = new Set(BEHAVIOR_OF.keys());
 function capabilityStatus(word) {
@@ -3813,7 +3828,8 @@ function validateTemplate(raw, options = {}) {
     const e = effective(table, f);
     return e.contextPolicy !== "exclude" && e.sensitivity !== "restricted";
   };
-  if (own.length < TABLES_MIN || own.length > TABLES_MAX) say("tables", `A template installs ${TABLES_MIN}\u2013${TABLES_MAX} related tables; this one has ${own.length}.`);
+  if (own.length === 0 || own.length > TABLES_MAX) say("tables", `A template installs ${TABLES_MIN}\u2013${TABLES_MAX} related tables; this one has ${own.length}.`);
+  else if (own.length < TABLES_MIN) sayGallery("tables", `A template installs ${TABLES_MIN}\u2013${TABLES_MAX} related tables; this one has ${own.length}.`);
   const main = own[0];
   if (main && (main.rows.length < MAIN_TABLE_ROWS_MIN || main.rows.length > MAIN_TABLE_ROWS_MAX)) {
     say(`tables[0] (${main.token}).rows`, `The main table carries ${MAIN_TABLE_ROWS_MIN}\u2013${MAIN_TABLE_ROWS_MAX} realistic rows; it has ${main.rows.length}.`);
@@ -3851,12 +3867,12 @@ function validateTemplate(raw, options = {}) {
         if (seeds.length) {
           const hi = Math.max(...seeds);
           const lo = Math.min(...seeds);
-          if (new Set(seeds).size < 2) say(`${at}`, `Every seed row holds the same ${field2.label}; real records vary.`);
+          if (new Set(seeds).size < 2) saySeed(`${at}`, `Every seed row holds the same ${field2.label}; real records vary.`);
           for (const rule of field2.rules ?? []) {
             const bound = Number(rule.value);
-            if (rule.kind === "max" && hi > 0 && bound > 100 * hi) say(`${at}.rules`, `The most "${field2.label}" allows (${rule.value}) is over 100\xD7 the largest real value (${hi}); write the real ceiling.`);
-            if (rule.kind === "min" && bound < -1e3 * Math.abs(lo)) say(`${at}.rules`, `The least "${field2.label}" allows (${rule.value}) is far below any real value (${lo}); write the real floor.`);
-            if (rule.kind === "min" && bound < 0 && lo >= 0) say(`${at}.rules`, `"${field2.label}" allows negative values, and no real one is negative; the floor is 0 or above.`);
+            if (rule.kind === "max" && hi > 0 && bound > 100 * hi) saySeed(`${at}.rules`, `The most "${field2.label}" allows (${rule.value}) is over 100\xD7 the largest real value (${hi}); write the real ceiling.`);
+            if (rule.kind === "min" && bound < -1e3 * Math.abs(lo)) saySeed(`${at}.rules`, `The least "${field2.label}" allows (${rule.value}) is far below any real value (${lo}); write the real floor.`);
+            if (rule.kind === "min" && bound < 0 && lo >= 0) saySeed(`${at}.rules`, `"${field2.label}" allows negative values, and no real one is negative; the floor is 0 or above.`);
           }
         }
       }
@@ -4360,10 +4376,21 @@ function validateTemplate(raw, options = {}) {
           }
         } else if (!extra.prompt?.trim()) say(`${at}.prompt`, "An agent action says what the record chat opens with.");
         break;
-      case "automation":
-        if (needTable(extra.when.table, "when.table") && extra.when.field && !fieldOf(extra.when.table, extra.when.field)) say(`${at}.when.field`, `"${extra.when.table}" does not declare a field "${extra.when.field}".`);
+      case "automation": {
+        const ev = extra.when?.event;
+        if (needTable(extra.when?.table, "when.table") && extra.when.field && !fieldOf(extra.when.table, extra.when.field)) say(`${at}.when.field`, `"${extra.when.table}" does not declare a field "${extra.when.field}".`);
+        if (!AUTOMATION_EVENTS.includes(ev)) say(`${at}.when.event`, `An automation runs on ${AUTOMATION_EVENTS.join(", ")}; for "${ev}" use a notification.`);
+        if (ev === "due" || ev === "overdue") {
+          const f = extra.when.field ? fieldOf(extra.when.table, extra.when.field) : void 0;
+          if (!extra.when.field) say(`${at}.when.field`, "A date reminder names the date field it waits for.");
+          else if (f && f.parityType !== "datetime") say(`${at}.when.field`, `"${extra.when.field}" is not a date or datetime field, so nothing arrives to remind about.`);
+          const d = extra.when.daysBefore;
+          if (d != null && (!Number.isInteger(d) || d < 0 || d > 365)) say(`${at}.when.daysBefore`, "Say how many whole days before the date, 0 to 365.");
+        }
+        if (extra.at != null && !/^([01][0-9]|2[0-3]):[0-5][0-9]$/.test(extra.at)) say(`${at}.at`, "Say the time of day as HH:MM on a 24-hour clock, like 09:00.");
         if (!extra.then?.trim()) say(`${at}.then`, "Say what happens, in the business's words.");
         break;
+      }
       default:
         say(at, `"${extra.kind}" is not an extra a template can carry.`);
     }
@@ -6044,7 +6071,8 @@ var TEMPLATE_PLAN_DOORS = [
   "rule_declare",
   "checklist_declare",
   "portal_declare",
-  "query_table_homes"
+  "query_table_homes",
+  "automation_declare"
 ];
 var ROW_BATCH = 10;
 var DERIVED = /* @__PURE__ */ new Set(["lookup", "rollup"]);
@@ -6224,6 +6252,8 @@ function compileInstallPlan(written) {
   }
   const needIds = /* @__PURE__ */ new Set([
     ...spec.extras.filter((e) => e.kind === "document" || e.kind === "row_action").map((e) => e.table),
+    // A date reminder names its date Field by id.
+    ...spec.extras.filter((e) => e.kind === "automation" && e.when.field).map((e) => e.when.table),
     ...spec.views.filter((v) => v.anyOf && Object.keys(v.anyOf).length).map((v) => v.table)
   ]);
   const fieldRefs = (token) => {
@@ -6389,7 +6419,13 @@ function compileInstallPlan(written) {
         });
         break;
       case "automation":
-        throw new Error(automationHeld(e));
+        steps.push({
+          label: `automations.${e.token}`,
+          door: "automation_declare",
+          args: { p_organization_id: "${org}", p_table_id: tableRef(e.when.table), p_spec: automationSpec(e, fieldRefs(e.when.table)), p_automation_id: null },
+          save: { [`automations.${e.token}`]: ["automation_id"] }
+        });
+        break;
       default:
         throw new Error(`The install plan has no door for a ${e.kind} yet ("${e.token ?? "?"}"), so this template cannot be declared until it does.`);
     }
@@ -7550,6 +7586,36 @@ function switchJob(spec, fixes) {
   fixes.push(`job: ${spec.job} switched to ${to} (linked tables, no realism declarations)`);
   spec.job = to;
 }
+var ABSOLUTE_SEED = /^(\d{4})-(\d{2})-(\d{2})(?:[T ](\d{2}):(\d{2})(?::\d{2}(?:\.\d+)?)?(?:Z|[+-]\d{2}:?\d{2})?)?$/;
+function fixSeedDates(spec, ctx, fixes) {
+  const today = ctx.today && /^\d{4}-\d{2}-\d{2}$/.test(ctx.today) ? ctx.today : (/* @__PURE__ */ new Date()).toISOString().slice(0, 10);
+  const t0 = Date.UTC(+today.slice(0, 4), +today.slice(5, 7) - 1, +today.slice(8, 10));
+  for (const t of spec.tables) {
+    const dates = t.fields.filter((f) => f.parityType === "datetime" && !f.absoluteDates);
+    if (!dates.length || !t.rows?.length) continue;
+    let rewritten = 0;
+    for (const f of dates) {
+      let timed = false;
+      for (const r of t.rows) {
+        const v = r.values?.[f.key];
+        if (typeof v !== "string") continue;
+        const m = ABSOLUTE_SEED.exec(v.trim());
+        if (m) {
+          const days = Math.round((Date.UTC(+m[1], +m[2] - 1, +m[3]) - t0) / 864e5);
+          if (Math.abs(days) > 9999) continue;
+          r.values[f.key] = `@today${days === 0 ? "" : days > 0 ? `+${days}d` : `${days}d`}${m[4] ? ` ${m[4]}:${m[5]}` : ""}`;
+          rewritten++;
+        }
+        if (/ \d{2}:\d{2}$|T\d{2}:\d{2}/.test(String(r.values[f.key]))) timed = true;
+      }
+      if (timed && f.format !== "datetime") {
+        f.format = "datetime";
+        fixes.push(`tables.${t.token}.${f.key}: holds a time of day, so it is a date-and-time column`);
+      }
+    }
+    if (rewritten) fixes.push(`tables.${t.token}.rows: ${rewritten} example date(s) written relative to today`);
+  }
+}
 function autofixDescribeSpec(input, ctx = {}) {
   const spec = describeSpec(clone2(input));
   const autoFixes = [];
@@ -7572,14 +7638,51 @@ function autofixDescribeSpec(input, ctx = {}) {
   fixRelationships(spec, ctx, autoFixes);
   askRequired(spec, autoFixes);
   switchJob(spec, autoFixes);
+  fixSeedDates(spec, ctx, autoFixes);
   return { spec, autoFixes };
 }
+var ROW_AT = /^tables(?:\[\d+\])? \((\w+)\)\.rows/;
+function rowProblemTables(spec, problems) {
+  const out = /* @__PURE__ */ new Set();
+  for (const p of problems) {
+    const m = ROW_AT.exec(p.at);
+    if (m) out.add(m[1]);
+    else if (/^placeholder data "([^"]+)"/.test(p.says)) {
+      const value = /^placeholder data "([^"]+)"/.exec(p.says)[1];
+      for (const t of spec.tables) if (t.rows?.some((r) => JSON.stringify(r.values ?? {}).includes(value))) out.add(t.token);
+    }
+  }
+  return out;
+}
 function describeCheck(spec, ctx = {}) {
   const fixed = autofixDescribeSpec(spec, ctx);
   const v = validateTemplate(fixed.spec, { profile: "describe" });
   const sameFields = (t) => (ctx.existingTables ?? []).some((e) => e.fields.map((f) => f.key).sort().join("|") === t.fields.map((f) => f.key).sort().join("|"));
   const reused = new Set(fixed.spec.tables.filter(sameFields).map((t) => t.token));
-  const problems = v.problems.filter((p) => !(/^This table copies the shared /.test(p.says) && reused.has(/\((\w+)\)/.exec(p.at)?.[1] ?? "")));
+  const notReused = (ps) => ps.filter((p) => !(/^This table copies the shared /.test(p.says) && reused.has(/\((\w+)\)/.exec(p.at)?.[1] ?? "")));
+  let problems = notReused(v.problems);
+  for (let round = 0; round < 3; round++) {
+    const bad = rowProblemTables(fixed.spec, problems);
+    if (!bad.size) break;
+    let grew = true;
+    while (grew) {
+      grew = false;
+      for (const t of fixed.spec.tables) {
+        if (bad.has(t.token) || !t.rows?.length) continue;
+        if (t.fields.some((f) => f.relationTarget && bad.has(f.relationTarget) && t.rows.some((r) => r.values?.[f.key] != null))) {
+          bad.add(t.token);
+          grew = true;
+        }
+      }
+    }
+    for (const t of fixed.spec.tables) {
+      if (!bad.has(t.token) || !t.rows?.length) continue;
+      const why = problems.find((p) => ROW_AT.exec(p.at)?.[1] === t.token)?.says ?? "they did not pass the check";
+      fixed.autoFixes.push(`tables.${t.token}.rows: example rows left out (${why.slice(0, 120)})`);
+      t.rows = [];
+    }
+    problems = notReused(validateTemplate(fixed.spec, { profile: "describe" }).problems);
+  }
   return { ...fixed, problems: problems.map((p) => ({ at: p.at, says: p.says })) };
 }
 
@@ -7808,6 +7911,10 @@ var FORMULA_SHAPE_FACTS = {
   rule: "a formula names every field by its LABEL in braces ({Quantity}), never by key; operators are + - * / % only (no >, <, = or comparisons), functions are IF, ROUND, SUM, DATEDIFF and the other store functions; it never reads a lookup or rollup, nor itself.",
   example: { key: "line_total", label: "Line total", parityType: "formula", formula: "{Quantity} * {Unit price}" }
 };
+var AUTOMATION_SHAPE_FACTS = {
+  rule: `an automation extra is {kind:"automation", token, name, when:{table, event, field?, daysBefore?}, then, message?, at?}. event is one of: due (a date field is coming up \u2014 field = the key of a datetime field of that table, daysBefore = whole days ahead 0 to 365), overdue (the day after that date field), created (every new row). then says what happens in the business's words; message is the reminder text the person reads (no merge fields); at is the time of day HH:MM (default 09:00). It always tells the person who set it up. Add one only when the sentence asks for a reminder, a heads-up or a follow-up nudge.`,
+  example: { kind: "automation", token: "remind_before_post", name: "Reminder 2 days before a post", when: { table: "post", event: "due", field: "publish_at", daysBefore: 2 }, then: "remind me two days before a post goes out", message: "A post goes out in 2 days \u2014 check the copy and image.", at: "09:00" }
+};
 var RELATIONSHIP_SHAPE_FACTS = {
   rule: "a relationship's inverseKey is the name the OTHER table sees this link under; it must not be a key that table already has as a field. A parent that lists its children owns ONE multi relation field (multi true); the child's single link to the parent is a second field, and their inverseKeys differ from every field key.",
   example: { fromTable: "request", fromField: "client", toTable: "client", flavor: "referenced", cardinality: "one", onDelete: "restrict", inverseKey: "requests_from" }
@@ -7831,7 +7938,7 @@ function describeVocabulary() {
     template_view_kinds: TEMPLATE_VIEW_KINDS,
     template_audiences: TEMPLATE_AUDIENCES,
     form_audiences: ["public", "member", "staff"],
-    extra_kinds_for_describe: ["booking"],
+    extra_kinds_for_describe: ["booking", "automation"],
     booking_window: { weekday: "0 = Sunday \u2026 6 = Saturday", from: "HH:MM", to: "HH:MM later than from" },
     booking_availability: BOOKING_AVAILABILITY_FACTS,
     view_shape: VIEW_SHAPE_FACTS,
@@ -7841,6 +7948,7 @@ function describeVocabulary() {
     field_shape: FIELD_SHAPE_FACTS,
     formula_shape: FORMULA_SHAPE_FACTS,
     relationship_shape: RELATIONSHIP_SHAPE_FACTS,
+    automation_shape: AUTOMATION_SHAPE_FACTS,
     phone_rule: "seed phone numbers are fictional: 555-0100 to 555-0199 (e.g. (813) 555-0142); never a real-looking number, and never a number from a country the person did not name.",
     team_rule: "the team (name, role, work email, mobile, start date) is the shared team_member block; do not declare a table with those fields \u2014 keep a table of your own to just name and role, or point a relation field at team_member.",
     title_field: "a table's titleField is the key of a plain text-like field of that same table (a name, a title) \u2014 never a link to another table, a formula or a timed date"