@ema.co/mcp-toolkit 1.6.0 → 1.7.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/README.md +2 -2
- package/dist/mcp/handlers-consolidated.js +526 -9
- package/dist/mcp/resources.js +124 -0
- package/dist/mcp/server.js +12 -2
- package/dist/mcp/tools-consolidated.js +18 -4
- package/dist/sdk/action-schema-parser.js +379 -0
- package/dist/sdk/client.js +699 -0
- package/dist/sdk/index.js +45 -2
- package/dist/sdk/intent-architect.js +883 -0
- package/dist/sdk/sanitizer.js +1121 -0
- package/dist/sdk/workflow-validator.js +221 -3
- package/docs/mcp-tools-guide.md +40 -2
- package/package.json +6 -2
- package/resources/action-schema.json +5678 -0
- package/resources/config/gates.json +88 -0
- package/resources/config/gates.schema.json +77 -0
- package/resources/templates/auto-builder-rules.md +222 -0
- package/resources/templates/demo-scenarios/test-published-package.md +116 -0
- package/docs/.temp/datasource-attach.har +0 -198369
- package/docs/.temp/grpcweb.gar +0 -1
- package/docs/openapi.json +0 -8000
package/README.md
CHANGED
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@@ -203,11 +203,11 @@ environments:
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| Tool | Purpose |
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|------|---------|
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| `env` | List available environments |
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-
| `persona` | AI Employee management (get/list/create/
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+
| `persona` | AI Employee management (get/list/create/clone/sanitize/compare) |
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| `workflow` | Generate/extend/optimize/analyze workflows |
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| `action` | Agent lookup, docs, and recommendations |
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| `template` | Patterns, widgets, qualifying questions |
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-
| `knowledge` | Data sources + embedding (upload/list/
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| `knowledge` | Data sources + embedding + dashboard data (upload/list/dashboard_rows/dashboard_clone) |
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| `reference` | Concepts, guidance, validation, common mistakes |
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| `sync` | Sync across environments |
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| `demo` | Demo/RAG document utilities |
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@@ -11,7 +11,9 @@ import { compileWorkflow } from "../sdk/workflow-generator.js";
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import { ensureActionRegistry } from "../sdk/action-registry.js";
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import { parseInput, intentToSpec, generateWorkflow } from "../sdk/workflow-intent.js";
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import { ensureSchemaRegistry, validateWorkflowSpec, generateActionCatalogForLLM } from "../sdk/workflow-validator.js";
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import { runIntentArchitect } from "../sdk/intent-architect.js";
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import { analyzeExecutionFlow, generateASCIIFlow } from "../sdk/workflow-execution-analyzer.js";
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import { SanitizationSession, sanitizePersona, buildConfirmationPrompt, detectWithPatterns, } from "../sdk/sanitizer.js";
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// ─────────────────────────────────────────────────────────────────────────────
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// Widget Validation Helpers
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// ─────────────────────────────────────────────────────────────────────────────
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@@ -45,7 +47,7 @@ function validateWidgetsForApi(widgets) {
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// ═══════════════════════════════════════════════════════════════════════════
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// ENV Handler
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// ═══════════════════════════════════════════════════════════════════════════
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export async function handleEnv(_args, getEnvironments) {
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export async function handleEnv(_args, getEnvironments, toolkit) {
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const envs = getEnvironments();
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return {
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environments: envs.map(e => ({
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@@ -53,6 +55,7 @@ export async function handleEnv(_args, getEnvironments) {
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default: e.isDefault,
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})),
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count: envs.length,
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toolkit: toolkit ?? { name: "unknown", version: "unknown" },
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};
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}
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// ═══════════════════════════════════════════════════════════════════════════
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@@ -87,12 +90,17 @@ export async function handlePersona(args, client, getTemplateId, createClientFor
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// Standard persona operations (get, list, compare, version management)
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// ═══════════════════════════════════════════════════════════════════════════
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// Determine effective mode
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// BUG FIX: clone_from and name+type now properly route to "create" mode
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let effectiveMode = mode;
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if (!effectiveMode) {
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if (args.templates)
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effectiveMode = "templates";
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else if (args.all || args.query || args.status || args.trigger_type)
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effectiveMode = "list";
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else if (args.sanitize && idOrName)
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effectiveMode = "sanitize"; // Standalone sanitize mode
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else if (args.clone_from || (args.name && (args.type || args.template_id)))
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effectiveMode = "create";
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else if (idOrName)
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effectiveMode = "get";
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else
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@@ -176,18 +184,185 @@ export async function handlePersona(args, client, getTemplateId, createClientFor
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if (!templateId && args.type) {
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templateId = getTemplateId(args.type);
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}
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// Check if cloning from dashboard persona
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const cloneFrom = args.clone_from;
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const cloneData = args.clone_data;
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let sourcePersona = null;
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let sourcePersonaType;
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let sourceDashboardId;
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if (cloneFrom && cloneData) {
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try {
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sourcePersona = await resolvePersona(client, cloneFrom);
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if (sourcePersona) {
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const protoConfig = sourcePersona.proto_config;
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const projectSettings = protoConfig?.projectSettings;
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const projectType = projectSettings?.projectType;
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sourcePersonaType = projectType === 5 ? "voice" : projectType === 4 ? "chat" : projectType === 2 ? "dashboard" : undefined;
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sourceDashboardId = sourcePersona.workflow_dashboard_id;
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}
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}
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catch {
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// Ignore errors in source persona detection
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}
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}
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const result = await client.createAiEmployee({
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name,
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description: args.description,
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template_id: templateId,
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-
source_persona_id:
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clone_data:
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source_persona_id: cloneFrom,
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clone_data: cloneData,
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});
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-
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const newPersonaId = result.persona_id ?? result.id;
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// Automatically clone dashboard rows if source is a dashboard persona
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let dashboardCloneResult;
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if (sourcePersonaType === "dashboard" && sourceDashboardId && newPersonaId && cloneData) {
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try {
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// Dashboard operations require the persona to be enabled
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// Auto-enable the persona temporarily for cloning
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const newPersona = await client.getPersonaById(newPersonaId);
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const newPersonaProtoConfig = newPersona?.proto_config;
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// Enable the persona so we can add dashboard rows
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await client.updateAiEmployee({
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persona_id: newPersonaId,
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proto_config: newPersonaProtoConfig ?? {},
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enabled_by_user: true,
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});
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// Get source dashboard rows
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const sourceRows = await client.getDashboardRows(sourceDashboardId, sourcePersona.id);
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if (sourceRows.rows.length > 0) {
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// Identify input columns
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const inputColumns = sourceRows.schema.columns.filter(c => c.isInput);
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// Clone each row
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const results = [];
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const shouldSanitize = args.sanitize;
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const sanitizeExamples = args.sanitize_examples;
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// Create sanitization session if needed
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let sanitizationSession;
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if (shouldSanitize) {
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sanitizationSession = new SanitizationSession();
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}
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for (const row of sourceRows.rows) {
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try {
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// Build inputs from row's input column values
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const inputs = [];
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for (const inputCol of inputColumns) {
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const colValue = row.columnValues.find(cv => cv.columnId === inputCol.columnId);
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if (!colValue)
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continue;
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// Handle different column types
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if (inputCol.columnType === "COLUMN_TYPE_DOCUMENT") {
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// Skip document columns for now
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continue;
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}
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else if (inputCol.columnType === "COLUMN_TYPE_STRING") {
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let value = colValue.value.stringValue ?? "";
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// Sanitize if enabled
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if (sanitizationSession && value) {
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const detected = detectWithPatterns(value);
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for (const entity of detected) {
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const replacement = sanitizationSession.getOrCreateReplacement(entity.value, entity.type);
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value = value.split(entity.value).join(replacement);
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}
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if (sanitizeExamples) {
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for (const example of sanitizeExamples) {
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if (value.includes(example)) {
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const replacement = sanitizationSession.getOrCreateReplacement(example, "unknown");
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value = value.split(example).join(replacement);
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}
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}
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}
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}
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inputs.push({ name: inputCol.name, string_value: value });
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}
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else if (inputCol.columnType === "COLUMN_TYPE_ARRAY") {
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const arrayVals = colValue.value.arrayValue?.arrayValues ?? [];
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if (arrayVals.length > 0) {
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let value = arrayVals[0].stringValue ?? "";
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if (sanitizationSession && value) {
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const detected = detectWithPatterns(value);
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for (const entity of detected) {
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const replacement = sanitizationSession.getOrCreateReplacement(entity.value, entity.type);
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value = value.split(entity.value).join(replacement);
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}
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}
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inputs.push({ name: inputCol.name, string_value: value });
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}
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}
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}
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if (inputs.length === 0) {
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results.push({ source_row_id: row.id, status: "skipped", error: "No clonable input values" });
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continue;
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}
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// Upload the row to target dashboard
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const uploadResult = await client.uploadAndRunDashboardRow(newPersonaId, inputs);
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results.push({ source_row_id: row.id, target_row_id: uploadResult.row_id, status: "cloned" });
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}
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catch (err) {
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results.push({ source_row_id: row.id, status: "error", error: err instanceof Error ? err.message : String(err) });
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}
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}
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const clonedCount = results.filter(r => r.status === "cloned").length;
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dashboardCloneResult = {
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source_rows: sourceRows.rows.length,
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cloned_rows: clonedCount,
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skipped_rows: results.filter(r => r.status === "skipped").length,
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+
error_rows: results.filter(r => r.status === "error").length,
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sanitization_applied: !!shouldSanitize,
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};
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}
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else {
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dashboardCloneResult = { source_rows: 0, cloned_rows: 0, message: "Source dashboard was empty" };
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+
}
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}
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catch (err) {
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dashboardCloneResult = { error: `Dashboard clone failed: ${err instanceof Error ? err.message : String(err)}` };
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}
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}
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// Handle sanitization for non-dashboard personas
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const shouldSanitize = args.sanitize;
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if (shouldSanitize && newPersonaId && sourcePersonaType !== "dashboard") {
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324
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const sanitizeResult = await sanitizePersonaById(client, newPersonaId, {
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examples: args.sanitize_examples,
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});
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327
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return {
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success: true,
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persona_id: newPersonaId,
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name,
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331
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sanitization: sanitizeResult,
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};
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}
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const createResult = {
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187
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success: true,
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188
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-
persona_id:
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+
persona_id: newPersonaId,
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189
337
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name,
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190
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};
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339
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+
if (sourcePersonaType) {
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createResult.source_persona_type = sourcePersonaType;
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341
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+
}
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342
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if (dashboardCloneResult) {
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343
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createResult.dashboard_data_clone = dashboardCloneResult;
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344
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+
}
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345
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return createResult;
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346
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+
}
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347
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+
case "sanitize": {
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348
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// Standalone sanitize mode: sanitize an existing persona
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349
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if (!idOrName) {
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350
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return { error: "id required for sanitize mode" };
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351
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}
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352
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+
const persona = await resolvePersona(client, idOrName);
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353
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if (!persona) {
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354
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return { error: `Persona not found: ${idOrName}` };
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355
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+
}
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356
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+
const sanitizeResult = await sanitizePersonaById(client, persona.id, {
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357
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examples: args.sanitize_examples,
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358
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preview: args.preview,
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359
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});
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360
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return {
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361
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mode: "sanitize",
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362
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+
persona_id: persona.id,
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363
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+
persona_name: persona.name,
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364
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...sanitizeResult,
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365
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+
};
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191
366
|
}
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192
367
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case "update": {
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193
368
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if (!idOrName) {
|
|
@@ -792,8 +967,6 @@ export async function handleWorkflow(args, client, getTemplateId) {
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|
|
792
967
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if (args.type) {
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793
968
|
parseResult.intent.persona_type = args.type;
|
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794
969
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}
|
|
795
|
-
// Check if intent requires LLM-driven generation
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796
|
-
const genResult = generateWorkflow(parseResult.intent);
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797
970
|
// Load schema registry for API-driven validation (graceful degradation if unavailable)
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|
798
971
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let schemaRegistry;
|
|
799
972
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try {
|
|
@@ -803,9 +976,66 @@ export async function handleWorkflow(args, client, getTemplateId) {
|
|
|
803
976
|
// Schema registry unavailable - skip API validation
|
|
804
977
|
schemaRegistry = null;
|
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805
978
|
}
|
|
979
|
+
// ═══════════════════════════════════════════════════════════════════════════
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980
|
+
// PROGRESSIVE ENHANCEMENT: Use Intent Architect for moderate/complex requests
|
|
981
|
+
// ═══════════════════════════════════════════════════════════════════════════
|
|
982
|
+
//
|
|
983
|
+
// Uses the canonical runIntentArchitect() entrypoint which:
|
|
984
|
+
// - Detects complexity with typed scores (not enums)
|
|
985
|
+
// - Returns qualification questions or LLM prompt
|
|
986
|
+
// - Supports iterative refinement with previous_answers
|
|
987
|
+
//
|
|
988
|
+
// Configure rollout via max_complexity option (default: allow all levels)
|
|
989
|
+
const maxComplexity = args.max_complexity || undefined;
|
|
990
|
+
const inputStr = input; // Already validated above
|
|
991
|
+
const architectResult = runIntentArchitect(inputStr, {
|
|
992
|
+
persona_type: parseResult.intent.persona_type,
|
|
993
|
+
available_integrations: schemaRegistry?.getAllActions().slice(0, 20).map(a => a.displayName || a.name),
|
|
994
|
+
}, { max_complexity: maxComplexity });
|
|
995
|
+
// For moderate/complex: return Intent Architect result with questions or prompt
|
|
996
|
+
if (!architectResult.strategy.can_proceed) {
|
|
997
|
+
let availableActions = [];
|
|
998
|
+
let availableTemplates = [];
|
|
999
|
+
// Enhance prompt with action catalog if available
|
|
1000
|
+
let enhancedPrompt = architectResult.prompt_package;
|
|
1001
|
+
if (schemaRegistry && enhancedPrompt) {
|
|
1002
|
+
const actionCatalog = generateActionCatalogForLLM(schemaRegistry);
|
|
1003
|
+
enhancedPrompt = {
|
|
1004
|
+
system: enhancedPrompt.system + "\n\n## Available Actions\n" + actionCatalog,
|
|
1005
|
+
user: enhancedPrompt.user,
|
|
1006
|
+
};
|
|
1007
|
+
availableActions = schemaRegistry.getAllActions().map(a => a.name);
|
|
1008
|
+
availableTemplates = schemaRegistry.getAllTemplates().map(t => ({ id: t.id, name: t.name, type: t.type }));
|
|
1009
|
+
}
|
|
1010
|
+
return {
|
|
1011
|
+
status: "needs_intent_architect",
|
|
1012
|
+
// Typed assessment (new)
|
|
1013
|
+
assessment: architectResult.assessment,
|
|
1014
|
+
// Strategy decision (new)
|
|
1015
|
+
strategy: architectResult.strategy,
|
|
1016
|
+
// Qualification questions (new)
|
|
1017
|
+
questions: architectResult.questions,
|
|
1018
|
+
// LLM prompt (if full architect)
|
|
1019
|
+
llm_prompt: enhancedPrompt,
|
|
1020
|
+
// Hint for what to do next
|
|
1021
|
+
hint: architectResult.strategy.next_step,
|
|
1022
|
+
// Legacy fields for backward compatibility
|
|
1023
|
+
reason: architectResult.legacy?.signals.reason,
|
|
1024
|
+
complexity: architectResult.legacy?.complexity,
|
|
1025
|
+
approach: architectResult.strategy.approach,
|
|
1026
|
+
gates_to_ask: architectResult.strategy.gates_to_ask,
|
|
1027
|
+
// Also provide basic spec as fallback
|
|
1028
|
+
fallback_spec: intentToSpec(parseResult.intent),
|
|
1029
|
+
// Include catalogs for reference (if available)
|
|
1030
|
+
available_actions: availableActions,
|
|
1031
|
+
available_templates: availableTemplates,
|
|
1032
|
+
};
|
|
1033
|
+
}
|
|
1034
|
+
// SIMPLE complexity: Check if intent requires LLM-driven generation (legacy path)
|
|
1035
|
+
const genResult = generateWorkflow(parseResult.intent);
|
|
806
1036
|
if (genResult.needs_llm) {
|
|
807
|
-
// Complex workflow - return prompt for LLM to generate
|
|
808
|
-
//
|
|
1037
|
+
// Complex workflow detected by legacy system - return prompt for LLM to generate
|
|
1038
|
+
// This is a fallback for cases the new complexity analyzer might miss
|
|
809
1039
|
let enhancedPrompt = genResult.llm_prompt;
|
|
810
1040
|
let availableActions = [];
|
|
811
1041
|
let availableTemplates = [];
|
|
@@ -1772,6 +2002,205 @@ export async function handleKnowledge(args, client, readFile) {
|
|
|
1772
2002
|
message: `Data source '${widgetName}' attached to node '${nodeName}'`,
|
|
1773
2003
|
};
|
|
1774
2004
|
}
|
|
2005
|
+
case "dashboard_rows": {
|
|
2006
|
+
// Get rows from a dashboard persona
|
|
2007
|
+
const persona = await client.getPersonaById(personaId);
|
|
2008
|
+
if (!persona) {
|
|
2009
|
+
return { error: `Persona not found: ${personaId}` };
|
|
2010
|
+
}
|
|
2011
|
+
const dashboardId = persona.workflow_dashboard_id;
|
|
2012
|
+
if (!dashboardId) {
|
|
2013
|
+
return {
|
|
2014
|
+
error: "This persona has no dashboard. Use dashboard_rows only for Dashboard-type AI Employees.",
|
|
2015
|
+
hint: "Check that the persona has trigger_type=DASHBOARD",
|
|
2016
|
+
};
|
|
2017
|
+
}
|
|
2018
|
+
const limit = args.limit ?? 100;
|
|
2019
|
+
const result = await client.getDashboardRows(dashboardId, personaId, { limit });
|
|
2020
|
+
// Return schema and rows in a structured format
|
|
2021
|
+
return {
|
|
2022
|
+
persona_id: personaId,
|
|
2023
|
+
dashboard_id: dashboardId,
|
|
2024
|
+
dashboard_name: result.dashboardName,
|
|
2025
|
+
total_rows: result.totalCount,
|
|
2026
|
+
schema: {
|
|
2027
|
+
input_columns: result.schema.columns.filter(c => c.isInput),
|
|
2028
|
+
output_columns: result.schema.columns.filter(c => !c.isInput),
|
|
2029
|
+
},
|
|
2030
|
+
rows: result.rows.map(row => ({
|
|
2031
|
+
id: row.id,
|
|
2032
|
+
state: row.state,
|
|
2033
|
+
created_at: row.dashboardRowMetadata.createdAt,
|
|
2034
|
+
input_values: row.columnValues
|
|
2035
|
+
.filter(cv => result.schema.columns.find(c => c.columnId === cv.columnId)?.isInput)
|
|
2036
|
+
.map(cv => ({
|
|
2037
|
+
column: result.schema.columns.find(c => c.columnId === cv.columnId)?.name ?? cv.columnId,
|
|
2038
|
+
value: cv.value.stringValue ?? cv.value.documentCellValue?.documentValues?.[0]?.name ?? cv.value.arrayValue?.arrayValues?.[0]?.stringValue ?? "(complex)",
|
|
2039
|
+
})),
|
|
2040
|
+
})),
|
|
2041
|
+
};
|
|
2042
|
+
}
|
|
2043
|
+
case "dashboard_clone": {
|
|
2044
|
+
const sourcePersonaId = args.source_persona_id;
|
|
2045
|
+
if (!sourcePersonaId) {
|
|
2046
|
+
return { error: "source_persona_id required for dashboard_clone" };
|
|
2047
|
+
}
|
|
2048
|
+
// Get source and target personas
|
|
2049
|
+
const [sourcePersona, targetPersona] = await Promise.all([
|
|
2050
|
+
client.getPersonaById(sourcePersonaId),
|
|
2051
|
+
client.getPersonaById(personaId),
|
|
2052
|
+
]);
|
|
2053
|
+
if (!sourcePersona) {
|
|
2054
|
+
return { error: `Source persona not found: ${sourcePersonaId}` };
|
|
2055
|
+
}
|
|
2056
|
+
if (!targetPersona) {
|
|
2057
|
+
return { error: `Target persona not found: ${personaId}` };
|
|
2058
|
+
}
|
|
2059
|
+
const sourceDashboardId = sourcePersona.workflow_dashboard_id;
|
|
2060
|
+
if (!sourceDashboardId) {
|
|
2061
|
+
return { error: "Source persona has no dashboard" };
|
|
2062
|
+
}
|
|
2063
|
+
// Dashboard operations require the persona to be enabled
|
|
2064
|
+
// Auto-enable the target persona for cloning
|
|
2065
|
+
const targetProtoConfig = targetPersona.proto_config;
|
|
2066
|
+
await client.updateAiEmployee({
|
|
2067
|
+
persona_id: personaId,
|
|
2068
|
+
proto_config: targetProtoConfig ?? {},
|
|
2069
|
+
enabled_by_user: true,
|
|
2070
|
+
});
|
|
2071
|
+
// Get source dashboard data
|
|
2072
|
+
const sourceRows = await client.getDashboardRows(sourceDashboardId, sourcePersonaId);
|
|
2073
|
+
if (sourceRows.rows.length === 0) {
|
|
2074
|
+
return {
|
|
2075
|
+
success: true,
|
|
2076
|
+
message: "No rows to clone - source dashboard is empty",
|
|
2077
|
+
source_rows: 0,
|
|
2078
|
+
cloned_rows: 0,
|
|
2079
|
+
};
|
|
2080
|
+
}
|
|
2081
|
+
// Identify input columns
|
|
2082
|
+
const inputColumns = sourceRows.schema.columns.filter(c => c.isInput);
|
|
2083
|
+
// Clone each row
|
|
2084
|
+
const results = [];
|
|
2085
|
+
const sanitize = args.sanitize;
|
|
2086
|
+
const sanitizeExamples = args.sanitize_examples;
|
|
2087
|
+
// Create sanitization session if needed
|
|
2088
|
+
let sanitizationSession;
|
|
2089
|
+
if (sanitize) {
|
|
2090
|
+
sanitizationSession = new SanitizationSession();
|
|
2091
|
+
}
|
|
2092
|
+
for (const row of sourceRows.rows) {
|
|
2093
|
+
try {
|
|
2094
|
+
// Build inputs from row's input column values
|
|
2095
|
+
const inputs = [];
|
|
2096
|
+
for (const inputCol of inputColumns) {
|
|
2097
|
+
const colValue = row.columnValues.find(cv => cv.columnId === inputCol.columnId);
|
|
2098
|
+
if (!colValue)
|
|
2099
|
+
continue;
|
|
2100
|
+
// Handle different column types
|
|
2101
|
+
if (inputCol.columnType === "COLUMN_TYPE_DOCUMENT") {
|
|
2102
|
+
// Document columns - we need to fetch the actual file content
|
|
2103
|
+
const docs = colValue.value.documentCellValue?.documentValues ?? [];
|
|
2104
|
+
if (docs.length > 0) {
|
|
2105
|
+
// For documents, we'd need to download from source and re-upload
|
|
2106
|
+
// For now, add as placeholder - requires file content fetching
|
|
2107
|
+
results.push({
|
|
2108
|
+
source_row_id: row.id,
|
|
2109
|
+
status: "skipped",
|
|
2110
|
+
error: "Document cloning requires file content transfer (not yet implemented)",
|
|
2111
|
+
});
|
|
2112
|
+
continue;
|
|
2113
|
+
}
|
|
2114
|
+
}
|
|
2115
|
+
else if (inputCol.columnType === "COLUMN_TYPE_STRING") {
|
|
2116
|
+
let value = colValue.value.stringValue ?? "";
|
|
2117
|
+
// Sanitize if enabled
|
|
2118
|
+
if (sanitizationSession && value) {
|
|
2119
|
+
// Simple pattern-based sanitization for known types
|
|
2120
|
+
const detected = detectWithPatterns(value);
|
|
2121
|
+
for (const entity of detected) {
|
|
2122
|
+
const replacement = sanitizationSession.getOrCreateReplacement(entity.value, entity.type);
|
|
2123
|
+
value = value.split(entity.value).join(replacement);
|
|
2124
|
+
}
|
|
2125
|
+
// Also apply any user-provided examples
|
|
2126
|
+
if (sanitizeExamples) {
|
|
2127
|
+
for (const example of sanitizeExamples) {
|
|
2128
|
+
if (value.includes(example)) {
|
|
2129
|
+
const replacement = sanitizationSession.getOrCreateReplacement(example, "unknown");
|
|
2130
|
+
value = value.split(example).join(replacement);
|
|
2131
|
+
}
|
|
2132
|
+
}
|
|
2133
|
+
}
|
|
2134
|
+
}
|
|
2135
|
+
inputs.push({
|
|
2136
|
+
name: inputCol.name,
|
|
2137
|
+
string_value: value,
|
|
2138
|
+
});
|
|
2139
|
+
}
|
|
2140
|
+
else if (inputCol.columnType === "COLUMN_TYPE_ARRAY") {
|
|
2141
|
+
// Array values - take first value as string for simplicity
|
|
2142
|
+
const arrayVals = colValue.value.arrayValue?.arrayValues ?? [];
|
|
2143
|
+
if (arrayVals.length > 0) {
|
|
2144
|
+
let value = arrayVals[0].stringValue ?? "";
|
|
2145
|
+
if (sanitizationSession && value) {
|
|
2146
|
+
const detected = detectWithPatterns(value);
|
|
2147
|
+
for (const entity of detected) {
|
|
2148
|
+
const replacement = sanitizationSession.getOrCreateReplacement(entity.value, entity.type);
|
|
2149
|
+
value = value.split(entity.value).join(replacement);
|
|
2150
|
+
}
|
|
2151
|
+
}
|
|
2152
|
+
inputs.push({
|
|
2153
|
+
name: inputCol.name,
|
|
2154
|
+
string_value: value,
|
|
2155
|
+
});
|
|
2156
|
+
}
|
|
2157
|
+
}
|
|
2158
|
+
}
|
|
2159
|
+
if (inputs.length === 0) {
|
|
2160
|
+
results.push({
|
|
2161
|
+
source_row_id: row.id,
|
|
2162
|
+
status: "skipped",
|
|
2163
|
+
error: "No clonable input values found",
|
|
2164
|
+
});
|
|
2165
|
+
continue;
|
|
2166
|
+
}
|
|
2167
|
+
// Upload the row to target dashboard
|
|
2168
|
+
const uploadResult = await client.uploadAndRunDashboardRow(personaId, inputs);
|
|
2169
|
+
results.push({
|
|
2170
|
+
source_row_id: row.id,
|
|
2171
|
+
target_row_id: uploadResult.row_id,
|
|
2172
|
+
status: "cloned",
|
|
2173
|
+
});
|
|
2174
|
+
}
|
|
2175
|
+
catch (err) {
|
|
2176
|
+
results.push({
|
|
2177
|
+
source_row_id: row.id,
|
|
2178
|
+
status: "error",
|
|
2179
|
+
error: err instanceof Error ? err.message : String(err),
|
|
2180
|
+
});
|
|
2181
|
+
}
|
|
2182
|
+
}
|
|
2183
|
+
const clonedCount = results.filter(r => r.status === "cloned").length;
|
|
2184
|
+
const skippedCount = results.filter(r => r.status === "skipped").length;
|
|
2185
|
+
const errorCount = results.filter(r => r.status === "error").length;
|
|
2186
|
+
return {
|
|
2187
|
+
success: true,
|
|
2188
|
+
source_persona_id: sourcePersonaId,
|
|
2189
|
+
target_persona_id: personaId,
|
|
2190
|
+
source_rows: sourceRows.rows.length,
|
|
2191
|
+
cloned_rows: clonedCount,
|
|
2192
|
+
skipped_rows: skippedCount,
|
|
2193
|
+
error_rows: errorCount,
|
|
2194
|
+
sanitization_applied: !!sanitize,
|
|
2195
|
+
details: results,
|
|
2196
|
+
notes: [
|
|
2197
|
+
"Dashboard clone creates NEW rows in the target dashboard",
|
|
2198
|
+
"Workflows will re-run on the new rows to generate output columns",
|
|
2199
|
+
"Document columns require manual re-upload (file content transfer not implemented)",
|
|
2200
|
+
sanitize ? "Sanitization applied to string/array values" : null,
|
|
2201
|
+
].filter(Boolean),
|
|
2202
|
+
};
|
|
2203
|
+
}
|
|
1775
2204
|
default:
|
|
1776
2205
|
return { error: `Unknown mode: ${mode}` };
|
|
1777
2206
|
}
|
|
@@ -2733,6 +3162,94 @@ function sanitizeWorkflowForDeploy(workflow) {
|
|
|
2733
3162
|
// ═══════════════════════════════════════════════════════════════════════════
|
|
2734
3163
|
// Helper Functions
|
|
2735
3164
|
// ═══════════════════════════════════════════════════════════════════════════
|
|
3165
|
+
/**
|
|
3166
|
+
* Sanitize a persona's content (PII, company names, etc.)
|
|
3167
|
+
*
|
|
3168
|
+
* Uses two-pass approach:
|
|
3169
|
+
* 1. Detection pass: Find sensitive entities in all text fields
|
|
3170
|
+
* 2. Alignment pass: Apply ALL mappings for cross-field consistency
|
|
3171
|
+
*
|
|
3172
|
+
* Supports typed examples: strings (type inferred) or objects with explicit type.
|
|
3173
|
+
*/
|
|
3174
|
+
async function sanitizePersonaById(client, personaId, options = {}) {
|
|
3175
|
+
try {
|
|
3176
|
+
// Fetch full persona
|
|
3177
|
+
const persona = await client.getPersonaById(personaId);
|
|
3178
|
+
if (!persona) {
|
|
3179
|
+
return { success: false, preview: true, replacements_applied: 0, items_needing_review: 0, error: "Persona not found" };
|
|
3180
|
+
}
|
|
3181
|
+
// Build persona object for sanitization - include ALL text-containing fields
|
|
3182
|
+
const personaData = {
|
|
3183
|
+
name: persona.name,
|
|
3184
|
+
description: persona.description,
|
|
3185
|
+
proto_config: persona.proto_config,
|
|
3186
|
+
workflow_def: persona.workflow_def,
|
|
3187
|
+
};
|
|
3188
|
+
// Create sanitization session with default policy
|
|
3189
|
+
const session = new SanitizationSession();
|
|
3190
|
+
// Normalize examples to TypedExample format
|
|
3191
|
+
const typedExamples = options.examples?.map(ex => {
|
|
3192
|
+
if (typeof ex === "string")
|
|
3193
|
+
return ex;
|
|
3194
|
+
return {
|
|
3195
|
+
value: ex.value,
|
|
3196
|
+
type: ex.type,
|
|
3197
|
+
replacement: ex.replacement,
|
|
3198
|
+
};
|
|
3199
|
+
});
|
|
3200
|
+
// Run sanitization with two-pass approach
|
|
3201
|
+
const sanitizationOptions = {
|
|
3202
|
+
examples: typedExamples,
|
|
3203
|
+
auto_replace_threshold: "high", // Only auto-replace high confidence
|
|
3204
|
+
};
|
|
3205
|
+
const result = sanitizePersona(personaData, session, sanitizationOptions);
|
|
3206
|
+
// If preview mode or there are items needing review, return preview
|
|
3207
|
+
const isPreview = options.preview !== false;
|
|
3208
|
+
if (isPreview || result.summary.items_needing_review > 0) {
|
|
3209
|
+
// Build confirmation prompt with all replacements and items needing review
|
|
3210
|
+
const allReplacements = result.results.flatMap(r => r.result.replacements);
|
|
3211
|
+
const allNeedsReview = result.results.flatMap(r => r.result.needs_review);
|
|
3212
|
+
const confirmation = buildConfirmationPrompt(allReplacements, allNeedsReview);
|
|
3213
|
+
return {
|
|
3214
|
+
success: true,
|
|
3215
|
+
preview: true,
|
|
3216
|
+
replacements_applied: 0,
|
|
3217
|
+
items_needing_review: allNeedsReview.length,
|
|
3218
|
+
by_class: result.summary.by_class,
|
|
3219
|
+
by_type: result.summary.by_type,
|
|
3220
|
+
confirmation,
|
|
3221
|
+
};
|
|
3222
|
+
}
|
|
3223
|
+
// Apply sanitization by updating the persona
|
|
3224
|
+
const sanitizedProtoConfig = result.sanitized.proto_config;
|
|
3225
|
+
const sanitizedWorkflow = result.sanitized.workflow_def;
|
|
3226
|
+
const sanitizedDescription = result.sanitized.description;
|
|
3227
|
+
// Update the persona with sanitized data
|
|
3228
|
+
await client.updateAiEmployee({
|
|
3229
|
+
persona_id: personaId,
|
|
3230
|
+
description: sanitizedDescription ?? persona.description,
|
|
3231
|
+
proto_config: (sanitizedProtoConfig ?? persona.proto_config ?? {}),
|
|
3232
|
+
workflow: sanitizedWorkflow ?? persona.workflow_def,
|
|
3233
|
+
});
|
|
3234
|
+
return {
|
|
3235
|
+
success: true,
|
|
3236
|
+
preview: false,
|
|
3237
|
+
by_class: result.summary.by_class,
|
|
3238
|
+
by_type: result.summary.by_type,
|
|
3239
|
+
replacements_applied: result.summary.total_replacements,
|
|
3240
|
+
items_needing_review: result.summary.items_needing_review,
|
|
3241
|
+
};
|
|
3242
|
+
}
|
|
3243
|
+
catch (error) {
|
|
3244
|
+
return {
|
|
3245
|
+
success: false,
|
|
3246
|
+
preview: true,
|
|
3247
|
+
replacements_applied: 0,
|
|
3248
|
+
items_needing_review: 0,
|
|
3249
|
+
error: error instanceof Error ? error.message : String(error),
|
|
3250
|
+
};
|
|
3251
|
+
}
|
|
3252
|
+
}
|
|
2736
3253
|
async function resolvePersona(client, identifier) {
|
|
2737
3254
|
// Try as UUID first
|
|
2738
3255
|
const uuidRegex = /^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i;
|