@mj-biz-apps/marketing-server 0.0.0 → 0.2.0

package/LICENSE

@@ -0,0 +1,183 @@
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package/dist/agents/BaseMarketingAgent.d.ts

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+import { BaseAgent } from "@memberjunction/ai-agents";
+import { ExecuteAgentParams, BaseAgentNextStep, AIPromptParams, AgentConfiguration } from "@memberjunction/ai-core-plus";
+import { MJAIAgentRunEntityExtended, MJAIAgentRunStepEntityExtended } from "@memberjunction/ai-core-plus";
+import { UserInfo } from "@memberjunction/core";
+/**
+ * One brand the current user is authorized for (payload/prompt shape).
+ *
+ * `companyName` rides along because brand names are only unique WITHIN a
+ * company — a user who works across companies can hold grants on two brands
+ * both called "Skip", and the agent has to be able to ask "which Skip?".
+ */
+export interface AuthorizedBrandOption {
+    brandId: string;
+    /** Brand.BrandName */
+    name: string;
+    /** Brand.Company — the parent company's name, for disambiguation only. */
+    companyName: string;
+    role: string | null;
+}
+/**
+ * Base class for all marketing agents.
+ *
+ * Centralizes three concerns every marketing Loop / Flow agent shares:
+ *
+ *   1. Brand self-resolution — brand, not company, is the unit of marketing
+ *      scope and of authorization. When no `brandId` was passed in (e.g. the
+ *      generic conversations UI, which sends no payload), resolve it from the
+ *      caller's marketing grants (`resolveAuthorizedBrands`, which expands
+ *      company-level grants to their brands): exactly one authorized brand
+ *      adopts that brand; several surface `authorizedBrands` so the agent asks
+ *      the user which brand to work on; zero leaves everything unset and the
+ *      action gate denies any write. Mirrors MJ's server-side scope-resolution
+ *      idiom (widget-guest dispatch, DefaultAgentResolver ladder). Transport is
+ *      convenience — MarketingBaseAction re-validates BrandID against the
+ *      caller's grants on every tool call regardless.
+ *
+ *   2. Payload bootstrap — load `brandName` (and the parent `companyId`, see
+ *      below) from the Brand row when only `brandId` was passed in (e.g.
+ *      scheduled-job StartingPayloads), and stamp `currentDate` so prompts can
+ *      reference it.
+ *
+ *   3. Template-data plumbing — copy the top-level payload keys
+ *      (brandId / brandName / companyId / currentDate / mode / instructions /
+ *      authorizedBrands) into the prompt-render data so child templates that
+ *      use `{{ brandId }}`, `{{ brandName }}`, etc. resolve.
+ *
+ * **Why `payload.companyId` survives the brand migration:** it is DERIVED from
+ * the resolved Brand's CompanyID and is never a scope of its own. Two
+ * downstreams genuinely need the parent company: (a) the
+ * `MarketingStrategySpec` contract in marketing-core still carries a required
+ * `companyId`, and (b) MJ-core `CompanyIntegration` lookups are company-level
+ * by definition. Nothing may use it to scope marketing-schema rows — those all
+ * carry BrandID.
+ *
+ * Subclasses can extend `initializeStartingPayload` for additional context
+ * loading (CMO does this for marketing-overview state).
+ */
+export declare class BaseMarketingAgent extends BaseAgent {
+    protected initializeStartingPayload<P = unknown>(params: ExecuteAgentParams<unknown, P>): Promise<void>;
+    /**
+     * Loads the prior run's FinalPayload onto `params.payload` — the same restore core's
+     * initializeAgentRun performs, done early because this class must populate the payload
+     * before core gets the chance. A missing or unparseable payload leaves `params.payload`
+     * unset, and the normal empty-payload path takes over.
+     */
+    private restoreLastRunPayload;
+    /**
+     * The brand the EMBEDDING APP says the user is looking at —
+     * `appContext.AdditionalContext.BrandID`, set by the marketing app's chat
+     * panel from its brand picker. Authoritative over grant-derivation (the
+     * user already chose), but still just client input: UUID-validated here and
+     * access-checked by every action's gate exactly like any other brandId.
+     */
+    protected brandFromAppContext(params: ExecuteAgentParams): string | null;
+    /**
+     * Derive brand context from the caller's marketing grants.
+     *
+     * `resolveAuthorizedBrands` is THE source of truth for what a user may
+     * reach: it reads AuthorizedUser and expands company-level grants to every
+     * brand of that company, so a "Blue Cypress person" who oversees Sidecar,
+     * Izzy and Skip lands here with three brands, not one company.
+     *
+     * Failure is non-fatal: the agent simply runs without brand context and the
+     * prompt instructs it to say so.
+     */
+    private resolveBrandFromGrants;
+    /**
+     * Fill brandName + the derived parent companyId for an already-known
+     * brandId. Protected because a subclass shell can resolve the brand LATER
+     * than initializeStartingPayload (the onboarding driver matches a brand
+     * name out of the conversation) and must be able to hydrate the rest of
+     * the context the same way. Clears `payload.brandId` when it doesn't
+     * resolve to an active Brand the caller can see.
+     */
+    protected hydrateBrandContext(payload: Record<string, unknown>, contextUser: UserInfo): Promise<void>;
+    /** Load active Brand rows by id. Empty id list short-circuits (no query). */
+    private loadBrands;
+    /**
+     * Stamp the resolved brand onto the payload. `companyId` is the brand's
+     * PARENT company, derived here and only here — it exists for the
+     * MarketingStrategySpec contract and MJ-core CompanyIntegration lookups,
+     * never to scope marketing-schema rows (those are BrandID-scoped).
+     */
+    private applyBrand;
+    private toBrandOptions;
+    /** One settle per run — preparePromptParams fires every turn. */
+    private answeredRequestsSettled;
+    /**
+     * A run that starts inside a conversation IS the user's answer to whatever this agent was
+     * waiting on there. Core only records that when the caller sends `lastRunId`, which the
+     * conversation UI never does — so this agent closes its own open Chat-step requests (and
+     * their "needs your input" notifications). Runs here, not in initializeStartingPayload,
+     * because the run row — whose id the request is linked to — does not exist until later.
+     */
+    private settleAnsweredRequestsOnce;
+    protected preparePromptParams<P>(config: AgentConfiguration, payload: P, params: ExecuteAgentParams): Promise<AIPromptParams>;
+    protected validateSuccessNextStep<P>(params: ExecuteAgentParams, nextStep: BaseAgentNextStep<P>, currentPayload: P, agentRun: MJAIAgentRunEntityExtended, currentStep: MJAIAgentRunStepEntityExtended): Promise<BaseAgentNextStep<P>>;
+}
+export declare function LoadBaseMarketingAgent(): void;
+//# sourceMappingURL=BaseMarketingAgent.d.ts.map

package/dist/agents/BaseMarketingAgent.d.ts.map

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package/dist/agents/BaseMarketingAgent.js

@@ -0,0 +1,323 @@
+import { EscapeSQLString, UUIDsEqual } from '@memberjunction/global';
+import { BaseAgent } from "@memberjunction/ai-agents";
+import { LogStatus, LogError, RunView } from "@memberjunction/core";
+import { closeAnsweredFeedbackRequests, isUuid, resolveAuthorizedBrands, toMarketingEntityName } from "@mj-biz-apps/marketing-core";
+/**
+ * Base class for all marketing agents.
+ *
+ * Centralizes three concerns every marketing Loop / Flow agent shares:
+ *
+ *   1. Brand self-resolution — brand, not company, is the unit of marketing
+ *      scope and of authorization. When no `brandId` was passed in (e.g. the
+ *      generic conversations UI, which sends no payload), resolve it from the
+ *      caller's marketing grants (`resolveAuthorizedBrands`, which expands
+ *      company-level grants to their brands): exactly one authorized brand
+ *      adopts that brand; several surface `authorizedBrands` so the agent asks
+ *      the user which brand to work on; zero leaves everything unset and the
+ *      action gate denies any write. Mirrors MJ's server-side scope-resolution
+ *      idiom (widget-guest dispatch, DefaultAgentResolver ladder). Transport is
+ *      convenience — MarketingBaseAction re-validates BrandID against the
+ *      caller's grants on every tool call regardless.
+ *
+ *   2. Payload bootstrap — load `brandName` (and the parent `companyId`, see
+ *      below) from the Brand row when only `brandId` was passed in (e.g.
+ *      scheduled-job StartingPayloads), and stamp `currentDate` so prompts can
+ *      reference it.
+ *
+ *   3. Template-data plumbing — copy the top-level payload keys
+ *      (brandId / brandName / companyId / currentDate / mode / instructions /
+ *      authorizedBrands) into the prompt-render data so child templates that
+ *      use `{{ brandId }}`, `{{ brandName }}`, etc. resolve.
+ *
+ * **Why `payload.companyId` survives the brand migration:** it is DERIVED from
+ * the resolved Brand's CompanyID and is never a scope of its own. Two
+ * downstreams genuinely need the parent company: (a) the
+ * `MarketingStrategySpec` contract in marketing-core still carries a required
+ * `companyId`, and (b) MJ-core `CompanyIntegration` lookups are company-level
+ * by definition. Nothing may use it to scope marketing-schema rows — those all
+ * carry BrandID.
+ *
+ * Subclasses can extend `initializeStartingPayload` for additional context
+ * loading (CMO does this for marketing-overview state).
+ */
+export class BaseMarketingAgent extends BaseAgent {
+    constructor() {
+        super(...arguments);
+        /** One settle per run — preparePromptParams fires every turn. */
+        this.answeredRequestsSettled = false;
+    }
+    async initializeStartingPayload(params) {
+        await super.initializeStartingPayload(params);
+        // A RESUMED run (core's answer-a-request-then-resume path) arrives with no payload
+        // but with lastRunId + autoPopulateLastRunPayload, expecting the prior run's
+        // FinalPayload back. Core performs that restore in initializeAgentRun — AFTER this
+        // hook — and only `if (!params.payload)`. Creating the empty object below therefore
+        // silently cancelled the restore: the resumed run lost its brand, interview state
+        // and spec and asked "Which brand?" straight after a successful publish
+        // (2026-09-18). Restore it here, first, so everything below runs on the real payload.
+        if (!params.payload && params.lastRunId && params.autoPopulateLastRunPayload) {
+            await this.restoreLastRunPayload(params);
+        }
+        // The generic conversations flow passes no payload at all — create one
+        // so brand resolution and the date stamp have somewhere to live.
+        if (!params.payload) {
+            params.payload = {};
+        }
+        const payload = params.payload;
+        // Always stamp currentDate (idempotent — payload value wins if already set).
+        if (!payload.currentDate) {
+            payload.currentDate = new Date().toISOString().split('T')[0];
+        }
+        // Payload values can be LLM/client-influenced; a malformed id must never
+        // reach an ExtraFilter. Clear it and let the ladder below re-resolve —
+        // the action gate would reject it anyway.
+        if (payload.brandId !== undefined && !isUuid(payload.brandId)) {
+            LogError(`${this.constructor.name}: payload.brandId is not a UUID — clearing`);
+            delete payload.brandId;
+        }
+        // companyId is derived, never an input scope — a stale/hand-passed value
+        // is dropped so it can only ever come from the resolved Brand row.
+        if (payload.companyId !== undefined && !isUuid(payload.companyId)) {
+            delete payload.companyId;
+        }
+        if (!params.contextUser)
+            return;
+        // Brand self-resolution ladder: explicit payload.brandId wins (workspace
+        // brand switcher / scheduled jobs); otherwise resolve from the caller's
+        // grants — PREFERRING the brand the embedding app says the user is looking
+        // at (the in-app chat passes the brand already selected in the app chrome,
+        // so the agent must not re-ask; product ruling 2026-09-15) when, and only
+        // when, it is among those grants. appContext is client input: a brand id is
+        // a SCOPE, and taking it unverified would let a client widen its own access.
+        if (!payload.brandId) {
+            await this.resolveBrandFromGrants(payload, params.contextUser, this.brandFromAppContext(params));
+        }
+        // Hydrate brandName + the derived parent companyId for an explicitly
+        // passed brandId (the grant path already fills both).
+        if (payload.brandId && (!payload.brandName || !payload.companyId)) {
+            await this.hydrateBrandContext(payload, params.contextUser);
+        }
+    }
+    /**
+     * Loads the prior run's FinalPayload onto `params.payload` — the same restore core's
+     * initializeAgentRun performs, done early because this class must populate the payload
+     * before core gets the chance. A missing or unparseable payload leaves `params.payload`
+     * unset, and the normal empty-payload path takes over.
+     */
+    async restoreLastRunPayload(params) {
+        try {
+            const rv = new RunView();
+            const res = await rv.RunView({
+                EntityName: 'MJ: AI Agent Runs',
+                ExtraFilter: `ID='${EscapeSQLString(params.lastRunId)}'`,
+                Fields: ['FinalPayload'],
+                MaxRows: 1,
+                ResultType: 'simple',
+            }, params.contextUser);
+            const raw = res.Success ? res.Results?.[0]?.FinalPayload : null;
+            if (!raw)
+                return;
+            params.payload = JSON.parse(raw);
+            LogStatus(`${this.constructor.name}: restored the payload of run ${params.lastRunId} for this resumed run`);
+        }
+        catch (error) {
+            LogError(`${this.constructor.name}: could not restore the payload of run ${params.lastRunId} — starting from an empty payload`, undefined, error);
+        }
+    }
+    /**
+     * The brand the EMBEDDING APP says the user is looking at —
+     * `appContext.AdditionalContext.BrandID`, set by the marketing app's chat
+     * panel from its brand picker. Authoritative over grant-derivation (the
+     * user already chose), but still just client input: UUID-validated here and
+     * access-checked by every action's gate exactly like any other brandId.
+     */
+    brandFromAppContext(params) {
+        const data = params.data;
+        const appContext = data?.appContext;
+        const brandId = appContext?.AdditionalContext?.BrandID;
+        if (brandId === undefined || brandId === null)
+            return null;
+        if (!isUuid(brandId)) {
+            LogError(`${this.constructor.name}: appContext BrandID is not a UUID — ignoring`);
+            return null;
+        }
+        return brandId;
+    }
+    /**
+     * Derive brand context from the caller's marketing grants.
+     *
+     * `resolveAuthorizedBrands` is THE source of truth for what a user may
+     * reach: it reads AuthorizedUser and expands company-level grants to every
+     * brand of that company, so a "Blue Cypress person" who oversees Sidecar,
+     * Izzy and Skip lands here with three brands, not one company.
+     *
+     * Failure is non-fatal: the agent simply runs without brand context and the
+     * prompt instructs it to say so.
+     */
+    async resolveBrandFromGrants(payload, contextUser, preferredBrandId = null) {
+        const userId = contextUser.ID;
+        try {
+            const grants = await resolveAuthorizedBrands(contextUser);
+            if (grants.length === 0) {
+                LogStatus(`${this.constructor.name}: user ${userId} has no marketing brand grants — running without brand context`);
+                return;
+            }
+            const brands = await this.loadBrands(grants.map(g => g.BrandID), contextUser);
+            if (brands.length === 0) {
+                LogStatus(`${this.constructor.name}: user ${userId} holds ${grants.length} grant(s) but no matching active Brand rows — running without brand context`);
+                return;
+            }
+            // EVERY path publishes the full authorized set: subclass shells verify any
+            // claimed brandId against it (the onboarding shell refuses a brand it cannot
+            // find here — seen live when only brandId was set), and a multi-brand agent
+            // asks from it.
+            payload.authorizedBrands = this.toBrandOptions(brands, grants);
+            if (preferredBrandId) {
+                const preferred = brands.find(b => UUIDsEqual(b.ID, preferredBrandId));
+                if (preferred) {
+                    this.applyBrand(payload, preferred);
+                    LogStatus(`${this.constructor.name}: brandId=${preferred.ID} ("${preferred.BrandName}") taken from the embedding app's context for user ${userId}`);
+                    return;
+                }
+                LogError(`${this.constructor.name}: appContext BrandID ${preferredBrandId} is not among user ${userId}'s grants — ignoring it`);
+            }
+            if (brands.length === 1) {
+                this.applyBrand(payload, brands[0]);
+                LogStatus(`${this.constructor.name}: auto-resolved brandId=${brands[0].ID} ("${brands[0].BrandName}") — sole authorized brand for user ${userId}`);
+                return;
+            }
+            // Several brands: don't guess. The grounded options (brand name AND company
+            // name — brand names collide across companies) are already on the payload
+            // so the agent's first turn can ask which brand to work on.
+            LogStatus(`${this.constructor.name}: user ${userId} is authorized for ${brands.length} brands — leaving brandId unset for the agent to ask`);
+        }
+        catch (error) {
+            LogError(`${this.constructor.name}: brand grant resolution failed — running without brand context`, undefined, error);
+        }
+    }
+    /**
+     * Fill brandName + the derived parent companyId for an already-known
+     * brandId. Protected because a subclass shell can resolve the brand LATER
+     * than initializeStartingPayload (the onboarding driver matches a brand
+     * name out of the conversation) and must be able to hydrate the rest of
+     * the context the same way. Clears `payload.brandId` when it doesn't
+     * resolve to an active Brand the caller can see.
+     */
+    async hydrateBrandContext(payload, contextUser) {
+        const brandId = payload.brandId;
+        try {
+            const brands = await this.loadBrands([brandId], contextUser);
+            if (brands.length === 0) {
+                LogError(`${this.constructor.name}: brandId=${brandId} did not resolve to an active Brand row — clearing brand context`);
+                delete payload.brandId;
+                return;
+            }
+            this.applyBrand(payload, brands[0]);
+        }
+        catch (error) {
+            LogError(`${this.constructor.name}: brand hydration failed for brandId=${brandId}`, undefined, error);
+        }
+    }
+    /** Load active Brand rows by id. Empty id list short-circuits (no query). */
+    async loadBrands(brandIds, contextUser) {
+        const safe = brandIds.filter(isUuid);
+        if (safe.length === 0)
+            return [];
+        const rv = new RunView();
+        const result = await rv.RunView({
+            EntityName: toMarketingEntityName('Brands'),
+            ExtraFilter: `ID IN (${safe.map(id => `'${id}'`).join(',')}) AND IsActive=1`,
+            ResultType: 'simple',
+            Fields: ['ID', 'BrandName', 'CompanyID', 'Company'],
+            OrderBy: 'BrandName',
+            MaxRows: 500,
+        }, contextUser);
+        if (!result.Success) {
+            LogError(`${this.constructor.name}: Brand lookup failed: ${result.ErrorMessage}`);
+            return [];
+        }
+        return result.Results ?? [];
+    }
+    /**
+     * Stamp the resolved brand onto the payload. `companyId` is the brand's
+     * PARENT company, derived here and only here — it exists for the
+     * MarketingStrategySpec contract and MJ-core CompanyIntegration lookups,
+     * never to scope marketing-schema rows (those are BrandID-scoped).
+     */
+    applyBrand(payload, brand) {
+        payload.brandId = brand.ID;
+        payload.brandName = brand.BrandName;
+        payload.companyId = brand.CompanyID;
+    }
+    toBrandOptions(brands, grants) {
+        const roleByBrand = new Map(grants.map(g => [g.BrandID.toLowerCase(), g.Role]));
+        return brands.map(b => ({
+            brandId: b.ID,
+            name: b.BrandName,
+            companyName: b.Company,
+            role: roleByBrand.get(b.ID.toLowerCase()) ?? null,
+        }));
+    }
+    /**
+     * A run that starts inside a conversation IS the user's answer to whatever this agent was
+     * waiting on there. Core only records that when the caller sends `lastRunId`, which the
+     * conversation UI never does — so this agent closes its own open Chat-step requests (and
+     * their "needs your input" notifications). Runs here, not in initializeStartingPayload,
+     * because the run row — whose id the request is linked to — does not exist until later.
+     */
+    async settleAnsweredRequestsOnce(params) {
+        if (this.answeredRequestsSettled)
+            return;
+        const run = this.AgentRun;
+        if (!run?.ID || !run.ConversationID || !params.contextUser)
+            return;
+        this.answeredRequestsSettled = true;
+        const lastUser = [...(params.conversationMessages ?? [])].reverse().find(m => m.role === 'user');
+        await closeAnsweredFeedbackRequests({
+            runId: run.ID,
+            agentId: params.agent.ID,
+            conversationId: run.ConversationID,
+            userMessage: typeof lastUser?.content === 'string' ? lastUser.content : null,
+            contextUser: params.contextUser,
+        });
+    }
+    async preparePromptParams(config, payload, params) {
+        const result = await super.preparePromptParams(config, payload, params);
+        await this.settleAnsweredRequestsOnce(params);
+        const p = payload;
+        if (!p || !result.data)
+            return result;
+        // companyId is exposed to templates only as the brand's parent company
+        // (CompanyIntegration-scoped tooling); brandId is the marketing scope.
+        for (const key of ['brandId', 'brandName', 'companyId', 'currentDate', 'mode', 'instructions', 'authorizedBrands', 'proposalMode']) {
+            if (p[key] !== undefined && p[key] !== null) {
+                result.data[key] = p[key];
+            }
+        }
+        // Copy any guidance payload key (e.g. `guidanceProgramScoring`) into the
+        // prompt-render data so templates can inject deterministic decision-point
+        // guidance via `{{ guidanceProgramScoring }}`. Subclasses populate these
+        // in initializeStartingPayload (see ExperimentationAgent).
+        for (const key of Object.keys(p)) {
+            if (key.startsWith('guidance') && p[key] != null) {
+                result.data[key] = p[key];
+            }
+        }
+        return result;
+    }
+    async validateSuccessNextStep(params, nextStep, currentPayload, agentRun, currentStep) {
+        const baseResult = await super.validateSuccessNextStep(params, nextStep, currentPayload, agentRun, currentStep);
+        if (baseResult.step === 'Retry') {
+            LogStatus(`${this.constructor.name}: Step requires retry - ${currentStep.ID}`);
+            return baseResult;
+        }
+        const payload = currentPayload;
+        if (payload && payload['_subAgentError']) {
+            const errorMsg = payload['_subAgentError'];
+            LogError(`${this.constructor.name}: Sub-agent failure detected: ${errorMsg}`);
+        }
+        return baseResult;
+    }
+}
+export function LoadBaseMarketingAgent() { }
+//# sourceMappingURL=BaseMarketingAgent.js.map

package/dist/agents/BaseMarketingAgent.js.map

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